Niveyshak | निवेशक
Non-SEBI. We are not responsible for profit/loss arising out of our trade. Please do your own research/analysis. Ensure risk management + position sizing.
إظهار المزيد📈 نظرة تحليلية على قناة تيليجرام Niveyshak | निवेशक
تُعد قناة Niveyshak | निवेशक (@niveyshak1) في القطاع اللغوي الإنكليزية لاعباً نشطاً. يضم المجتمع حالياً 30 948 مشتركاً، محتلاً المرتبة 3 973 في فئة الاقتصاد والمالية والمرتبة 13 348 في منطقة الهند.
📊 مؤشرات الجمهور والحراك
منذ تأسيسه في невідомо، حقق المشروع نمواً سريعاً وجمع 30 948 مشتركاً.
بحسب آخر البيانات بتاريخ 29 يوليو, 2026، تحافظ القناة على نشاط مستقر. خلال آخر 30 يوماً تغيّر عدد الأعضاء بمقدار 133، وفي آخر 24 ساعة بمقدار 3، مع بقاء الوصول العام مرتفعاً.
- حالة التحقق: غير موثّقة
- معدل التفاعل (ER): يبلغ متوسط تفاعل الجمهور 10.50%. وخلال أول 24 ساعة من النشر يحصد المحتوى عادةً 6.65% من ردود الفعل نسبةً إلى إجمالي المشتركين.
- وصول المنشورات: يحصل كل منشور على متوسط 3 250 مشاهدة. وخلال اليوم الأول يجمع عادةً 2 059 مشاهدة.
- التفاعلات والاستجابة: يتفاعل الجمهور بانتظام؛ متوسط التفاعلات لكل منشور يبلغ 15.
- الاهتمامات الموضوعية: يركز المحتوى على مواضيع رئيسية مثل revenue, ebitda, fy27, crore, expansion.
📝 الوصف وسياسة المحتوى
يصف المؤلف القناة بأنها مساحة للتعبير عن الآراء الذاتية:
“Non-SEBI. We are not responsible for profit/loss arising out of our trade. Please do your own research/analysis.
Ensure risk management + position sizing.”
بفضل وتيرة التحديث المرتفعة (أحدث البيانات بتاريخ 30 يوليو, 2026) تحافظ القناة على حداثتها ومستوى وصول مرتفع. وتُظهر التحليلات تفاعلاً نشطاً من الجمهور، ما يجعلها نقطة تأثير مهمة ضمن فئة الاقتصاد والمالية.
جاري تحميل البيانات...
| التاريخ | نمو المشتركين | الإشارات | القنوات | |
| 29 يوليو | +5 | |||
| 28 يوليو | 0 | |||
| 27 يوليو | +11 | |||
| 26 يوليو | +2 | |||
| 25 يوليو | 0 | |||
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| 23 يوليو | +1 | |||
| 22 يوليو | +45 | |||
| 21 يوليو | +10 | |||
| 20 يوليو | +9 | |||
| 19 يوليو | +10 | |||
| 18 يوليو | 0 | |||
| 17 يوليو | +1 | |||
| 16 يوليو | +7 | |||
| 15 يوليو | 0 | |||
| 14 يوليو | +5 | |||
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| 12 يوليو | +6 | |||
| 11 يوليو | +19 | |||
| 10 يوليو | +12 | |||
| 09 يوليو | +22 | |||
| 08 يوليو | +1 | |||
| 07 يوليو | +14 | |||
| 06 يوليو | +16 | |||
| 05 يوليو | +13 | |||
| 04 يوليو | +11 | |||
| 03 يوليو | +1 | |||
| 02 يوليو | +2 | |||
| 01 يوليو | +18 |
| 2 | 🏛️ Jagsonpal Pharma | Solid Rally
👉 Scrip at breakeven after 1 year
👉 Expect it to do well further, idea was first shared back in 2020, up 30x since 🔥 | 900 |
| 3 | لا يوجد نص... | 1 009 |
| 4 | لا يوجد نص... | 1 023 |
| 5 | 🏛️ ICE Make Refrigeration | SSA + SHA + JV
👉 Strategic Partnership with Japan's Galilei Holdings
Signed Share Subscription Agreement (SSA), Shareholders' Agreement (SHA) and Joint Venture (JV) Agreement with Galilei Holdings, Japan.
👉 ₹190 Cr Preferential Issue
Will issue 23.68 lakh shares at ₹802.51/share to raise ₹190 crore.
Galilei will acquire 12.36% stake (13.05% including other allottees on a fully diluted basis).
👉 New JV: Ice Make Horeca Pvt. Ltd.
To manufacture commercial refrigerators, ice makers, blast chillers and related products.
Ownership: Galilei 60%, Ice Make 40%.
Initial JV investment: ₹88.19 crore (Galilei ₹52.92 Cr, Ice Make ₹35.27 Cr).
👉 Major Technology & Growth Opportunity
Partnership provides access to Galilei's technology, manufacturing expertise and strengthens Ice Make's presence in commercial refrigeration/HoReCa segment. | 1 104 |
| 6 | 🏛️ Kaynes Technologies | Rise Like a Phoenix
✍️ Comeback aisa ho warna na ho!
✍️ Expect heavy selling as scrip moves higher
✍️ Majorly are trapped at top, continue holding | 2 729 |
| 7 | 🏛️ Paradeep Phosphate | Decent Move
✔️ Gave one entry near 139 on dips
✔️ Solid move today also, expect 180 to be taken out eventually
✔️ Long haul folks must continue 😀
✔️ Stay Invested 🔥 | 2 734 |
| 8 | 🏛️ IFCI Limited
✍️ Scrip moved decent today, small loss running
✍️ Keep holding folks ✔️ | 2 829 |
| 9 | 🏛️ KFin Technologies | Centrum (Q1FY27 Result Update)
👉 Centrum reiterates BUY on KFin Technologies with a revised Target Price of ₹1,170, implying ~23% upside, after another strong quarter driven by robust momentum in the high-margin non-MF business and sustained diversification across financial services.
👉 Diversification is becoming KFin's biggest growth engine. While Mutual Fund RTA remains the largest business, non-MF revenues grew 30% YoY, increasing their contribution to 29% of total revenue, led by strong traction in AIFs, Issuer Solutions and the Ascent platform.
👉 The Ascent platform is emerging as a powerful earnings catalyst. Ascent revenue surged over 30% YoY, with management guiding for 40% EBITDA margins by FY27-end
👉 Despite temporary pressure from debt fund migration and one-off provisioning, management maintained its long-term growth guidance, expecting 18–20% revenue CAGR and 17–20% EBITDA CAGR through FY27. | 3 430 |
| 10 | 💻 Netweb Technologies | Q1 FY27 Highlights
📍 CMP: ₹4,396 | M.Cap: ₹25,020 Cr | PE: 96.0
✅ Year-over-Year Performance (Jun ’26 vs Jun ’25):
• Sales: ₹820 Cr (vs ₹301 Cr) ⇡ 172%
• EBITDA: ₹121 Cr (vs ₹44.8 Cr) ⇡ 169%
• Net Profit: ₹85.3 Cr (vs ₹30.5 Cr) ⇡ 180%
• EPS: ₹14.98 (vs ₹5.38) ⇡ 178%
✅ Sequential Performance (Jun ’26 vs Mar ’26):
• Sales: ₹820 Cr (vs ₹774 Cr) ⇡ 6%
• EBITDA: ₹121 Cr (vs ₹96.6 Cr) ⇡ 25%
• Net Profit: ₹85.3 Cr (vs ₹70.6 Cr) ⇡ 21%
• EPS: ₹14.98 (vs ₹12.40) ⇡ 21%
📌 Key Insights:
Explosive Revenue Growth: Sales surged 172% YoY and 6% QoQ
Strong Operating Performance: EBITDA grew 169% YoY, broadly in line with revenue growth
Exceptional Earnings Momentum: Net profit increased 180% YoY and 21% QoQ
Premium Valuation: PE ~96.0 is demanding and reflects the market's expectations of sustained high growth driven by AI, data centres, and digital infrastructure | 3 130 |
| 11 | لا يوجد نص... | 2 813 |
| 12 | 🏛️ Aeroflex Industries | Management Concall
👉 Guidance given by Aeroflex's management in Q1FY27 concall today.
Source: Stock Scans | 2 861 |
| 13 | لا يوجد نص... | 3 054 |
| 14 | لا يوجد نص... | 2 987 |
| 15 | لا يوجد نص... | 2 502 |
| 16 | 🏛️ Aurionpro Solutions | Expect Volatility
👉 Expect some volatility today, a gap down would be nice to ensure bottom is done!
👉 Stocks usually bottom out at worst results, this is not worst results just poor show as above explained
👉 Expect few more quarters of weak results, before this give at least 50-60% ROI in next upcoming months
👉 By the time blockbuster shows up, this will be beyond ATH | 2 123 |
| 17 | 💻 Aurionpro Solutions | Q1 FY27 Highlights
📍 CMP: ₹837 | M.Cap: ₹4,623 Cr | PE: 22.1
✅ Year-over-Year Performance (Jun ’26 vs Jun ’25):
• Sales: ₹358 Cr (vs ₹337 Cr) ⇡ 6%
• EBITDA: ₹61.5 Cr (vs ₹68.2 Cr) 🔽 10%
• Net Profit: ₹45.0 Cr (vs ₹50.6 Cr) 🔽 11%
• EPS: ₹8.30 (vs ₹9.29) 🔽 11%
✅ Sequential Performance (Jun ’26 vs Mar ’26):
• Sales: ₹358 Cr (vs ₹346 Cr) ⇡ 3%
• EBITDA: ₹61.5 Cr (vs ₹66.8 Cr) 🔽 8%
• Net Profit: ₹45.0 Cr (vs ₹61.4 Cr) 🔽 27%
• EPS: ₹8.30 (vs ₹11.13) 🔽 25%
📌 Key Insights:
Modest Revenue Growth: Sales grew 6% YoY and 3% QoQ
Margin Pressure: EBITDA declined 10% YoY despite higher revenue, Weak Earnings Trend: Net profit fell 11% YoY and 27% QoQ, underperforming EBITDA and indicating additional pressure from below-the-line items such as depreciation, finance costs, or taxes.
Reasonable Valuation: PE ~22.1 appears reasonable for an enterprise software and fintech solutions company. However, a recovery in margins and earnings growth will be essential to drive further re-rating. | 1 878 |
| 18 | Stocks to Watch – Compact Summary
Adani Energy – Approved ₹10,000 crore QIP at a floor price of ₹1,698.15/share; strengthens funding for future growth.
Cipla – Received US FDA approval for the generic version of Advair Diskus in all three strengths; positive for the US business.
Hindalco – Subsidiary Novelis secured a US$500 million short-term loan, improving liquidity and financial flexibility.
Waaree Renewable – Signed an ECI agreement for a New Zealand solar + BESS project, expanding its international footprint.
👉 Capri Global – Reported its best-ever quarter with AUM crossing ₹40,000 crore and PAT surging 102% YoY.
👉 Supreme Petrochem – Approved ₹325 crore capex to set up an 80,000 TPA polystyrene line, boosting future capacity.
👉 BEL (Bharat Electronics) – Q1 earnings beat expectations; management reiterated FY27 guidance, indicating confidence in growth.
👉 Balaji Amines – Delivered a strong operational performance with Revenue up 27% YoY and EBITDA up 21% YoY. | 2 083 |
| 19 | 🏦 Capri Global Capital | Q1 FY27 Highlights
📍 CMP: ₹244 | M.Cap: ₹23,503 Cr | PE: 20.8
✅ Year-over-Year Performance (Jun ’26 vs Jun ’25):
• Sales: ₹1,576 Cr (vs ₹1,004 Cr) ⇡ 57%
• EBITDA: ₹1,081 Cr (vs ₹647 Cr) ⇡ 67%
• Net Profit: ₹353 Cr (vs ₹175 Cr) ⇡ 102%
• EPS: ₹3.67 (vs ₹1.82) ⇡ 102%
✅ Sequential Performance (Jun ’26 vs Mar ’26):
• Sales: ₹1,576 Cr (vs ₹1,385 Cr) ⇡ 14%
• EBITDA: ₹1,081 Cr (vs ₹900 Cr) ⇡ 20%
• Net Profit: ₹353 Cr (vs ₹283 Cr) ⇡ 25%
• EPS: ₹3.67 (vs ₹2.94) ⇡ 25%
📌 Key Insights:
Strong Business Momentum: Revenue grew 57% YoY and 14% QoQ
Healthy Margin Expansion: EBITDA increased 67% YoY
Exceptional Earnings Growth: Net profit surged 102% YoY and 25% QoQ, growing faster than EBITDA, Reasonable Valuation: PE ~20.8 appears reasonable for a fast-growing NBFC, provided the company continues to deliver strong loan growth while maintaining asset quality and profitability. | 2 125 |
| 20 | 🏛️ REC | Motilal Oswal (Q1FY27 Result Update)
👉 Motilal Oswal reiterates BUY on REC with a Target Price of ₹435, implying ~20% upside, despite a subdued quarter
👉 While earnings were impacted by treasury-related exchange losses and muted loan growth, the core business remains fundamentally healthy. Stable credit quality, provision write-backs and disciplined cost control helped cushion profitability, while NIMs are expected to stabilise around ~3.7% over the medium term.
👉 Asset quality continues to remain one of REC's biggest strengths. GNPA and Stage-3 assets stayed well under control, provisioning remains comfortable and capital adequacy stood at a robust 23%+
👉 The renewable energy portfolio continues to expand rapidly, growing 23% YoY and steadily increasing its contribution to the overall loan book, positioning REC to benefit from India's accelerating clean energy and infrastructure investment cycle. 🌱 | 1 855 |
