1. HPL should reach to its normal levels .2. ⁠Ola electric contra play with very high risk .3. ⁠PGEL keep enjoying .4. ⁠Vishal mart is my fav play of retail .5. ⁠unicommerse eSol. Only upside left .6. ⁠SP apparel is my preferred pic in textile .7. ⁠Powermech will not break.

🚨 Draw attention to this . Those who believe mega cap companies can’t delivery returns;. 🎯It’s an ATH for Ultratech .🎯It’s an ATH for JSW steel . 1. Ultratech.M/Cap 🟰 3.8L Cr.5Y return CAGR 🟰 25% . 2. JSW steel .M/Cap 🟰 2.7L Cr.5Y return CAGR 🟰 31% . Disc: Ultratech my.

HPL should reach to its normal levels . #HPL . No Reco.

Everyone was assuming that HAL will blast today ! . Nope ! . Getting order is one thing and execution is another thing . Every Indian company in the business of precision is facing execution issue due to skilled man power . Else order books of PSUs is already an Everest. Not.

I run a Poll in my what’s app group as how I should I share my work . 1. In way of texts messages OR .2. In way of hand written paper 📄 notes . It’s clear that people prefer my hand written notes 📝 more . U can also suggest in comment section

RT @AI_Feb21: Zerodha introduced the option to open a secondary demat account. Purpose is to:. - Separate long-term investments from short….

🚨 Breaking . Another big turn around in UP govt . Newly appointed Chief Secretary .Mr. SP Goyal is now on long leaves & . The CS charge of UP has now been given to Mr. Deepak Kumar . I know many people won’t be able to relate with it but this is huge shift undergoing . समझने.

Fundamental Analysis Series - 101.(For beginners only). Topic : Company’s Metrics every beginner should know . We will go more deeper with examples to understand thoroughly . Mentions your queries in comment box 📦 . #StockSutraSachin

1. Cochin Shipyard – Pure play, repair + new build.2. Mazagon Dock – Defense shipyard giant.3. L&T – Infra + naval shipbuilding.4. Adani Ports – Ports & ecosystem infra.5. Titagarh Rail - Foray into naval shipbuilding . #Shipbuilding #MakeInIndia #Infra #Defense.

The theme that you should board in advance. 🚢 India’s ₹75,000 Cr Shipbuilding Push !. 🔹 Currently India’s share in global shipbuilding: <1%.🔹 Only 5% of India’s fleet built domestically.🔹 Vision: Top 10 by 2030 | Top 5 by 2047 🌍. #Shipbuilding #MakeInIndia #Infra #Defense

Some of the good SMEs worth reading and understanding

What’s cooking in Aether Industries . Company had investor conference today .Participants were many such as . ICICI MF .HDFC MF.Edelweiss MF.Dolat capital .Marcellus .And others . What is interesting is that none of them is yet invested in the company . Are u getting the point ?

It’s an all time high for Fiem Industries . ✍️Valuations have stretched a bit .Their P/E and EV/EBIT is far up ⬆️ from their 5Y median . BUT . 👉FIIs buying 💵 .👉DIIs buying .👉No. of retail going down .👉EBIT margins highest .👉Free cash flow highest .👉ROE highest .🎯FY26.

Aarti Pharmalabs . One of the fine CDMO play of future !?!. 🎯Aiming 800-1000cr sales from CDMO by FY29.👉Xanthine huge capex .(80% from current) and this business in out of Trump Tariffs.🎯EBITDA margins keep on improving .💪Future plan 25-30% CDMO business

From DCMO business alone, the company is aiming for 800-1000cr of Revenue by FY29 (That means withing 2-3years). #AARTIPHARM

Suddenly people realised .Oh No we understood the Q-1FY26 numbers of Aarti Pharmalabs wrongly . #AARTIPHARM . In my view one of the best CDMO play . No Reco .DYODD.

Jyoti CNC . Con-call (Q-1FY26). My notes 👇 (page-1,2). 👉30-35% growth expected .👉Capex from 6000 machines per annum to 10,000 (Starting : Sept 2026).👉Very optimistic on EMS space demand .👉Total Order book 🟰 4412Cr (2Y vis). #manufacture .#CNC.#JyotiCNC .#Jyoti .#EMS

🚨 Breaking news . One of the major reason for Auto sector rally is not only GST cut announcement. There is something bigger than that👇 . 👉 China Lifts Export Curbs on Fertilizers, Rare Earths, and Tunnel Boring Machines. Auto industry and even EMS industry is directly linked.