Sadhan Investing

Is the Power Sector Rally just getting started? ⚡️📈 Most investors are looking at the surface, but the real "moats" are hidden deep within the Power T&D Value Chain. From high-entry-barrier technologies to the complex logistics of global OEMs, there is a massive story unfolding that the mainstream media is missing. In today’s Masterclass, we break down: 🏗 The Industrial Bottleneck: Why niche technologies (like HPRTs) are seeing "industry-wide hesitation" and what it means for domestic players. 🔍 Value Chain Analysis: Moving beyond the EPC names to find the component manufacturers with massive operating leverage. 🌍 The "Make in India" Edge: How Indian subsidiaries are navigating global corporate guarantees to capture market share. If you want to understand the fundamental drivers of the next decade of power infrastructure, this is a must-watch. 📺 Watch the full Masterclass here: https://youtu.be/pumbEFmbITs Note: Be sure to revisit our foundational session on the power sector first if you need a quick refresher: https://youtu.be/Z3c8ABwvdNI. Let's discuss the "hidden gems" in the comments! 👇 #PowerSector #ValueChain #FundamentalAnalysis #Sadhan #InvestingFramework #Multibagger

Loved the interaction with the community on this one 👇 We went deep into 10+ unique stock ideas — not just names, but real pros, cons & what can go right/wrong. These are the kind of businesses most people ignore… until the cycle turns ⚡ If you want the full breakdown (with clear thinking, not noise): 🔒 https://youtu.be/aOlR14l8q68 Curious to know — which name stood out to you the most? 👀

⚡ Power Sector Boom = Opportunity? India’s power sector is entering a massive capex cycle — grid expansion, renewables, rising demand… And in this video, we’re uncovering a hidden microcap that has already turned into a smallcap — yet still flying under the radar 👀 We’ve broken it down in detail 👇 https://youtu.be/aVkkhV-agsc 🔍 What you’ll learn: • Why transformers are at the center of this boom • The export angle most investors are missing • Key growth triggers + risks • Whether this stock still has upside If you’re tracking power / infra / capex themes — this is worth your time. ⚡📈

Stalwart of electrification themes are back in the game ! #SadhanTenbagger #SBCL

JaNaK to JanNayaK #JNKIndia https://youtu.be/RUSihRHSVEk Disclaimer: Invested since Rs 220 levels. For educational purpose only !

With Arm's license (rare feat as even Adani don't have it) Zen Technologies looks armed for new race now. A new optionality opens. Patience & Preperation can take you places ! https://youtu.be/05NTBEI349g Disclaimer: Invested since 165 levels ! Not a recommendation !

✨ The Best Investment is YOU! ✨ "The best investment you can make is an investment in yourself." — Warren Buffett 📈 This Akshaya Tritiya, while others buy gold, invest in the knowledge that helps you earn it. We are running a special celebratory offer on the Sadhan Mentorship Program (Self-Paced). If you’re ready to build a rock-solid investing framework, now is the perfect time to start. 🚀 What’s inside the Program? 🎥 Self-Paced Learning: High-quality pre-recorded sessions. 🧠 Basics to Advanced: Move from "beginner's luck" to professional-grade analysis. 💎 Wealth Creation: Focus on identifying long-term compounders. ⏳ 2 Years Access: Revisit concepts as market cycles evolve. 🎯 Exclusive Akshaya Tritiya Offer: We’re making financial wisdom more accessible this festive season. Actual Price: ₹20,000 Offer Price: ₹17,000 💥 Note: This is a limited-period offer to celebrate prosperity! 👉 Join here: https://learn.amitabhvatsya.com/learn/fast-checkout/211688?priceId=258845 📲 WhatsApp 7982545289

Releasing tomorrow ! Join the waitlist https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join

🚀 Hidden Moated Business with a ₹2400 Cr Order Book! Are you looking for a company that is: ✅ Debt-Free? ✅ A leader in the Oil & Gas EPC sector? ✅ Built with L&T DNA and Korean Technology? ✅ Sold by MF creating a bargain for retailers 🔗 https://youtu.be/RUSihRHSVEk In this deep-dive video, we analyzed a smallcap and why it's at the cusp of an accelerated profit cycle. 🔹 27% Domestic Market Share 🔹 Entry into #GreenHydrogen 🔹 Massive Order Inflow from HPCL & Reliance Don’t miss this thesis! #JNKIndia #ValueInvesting #SmallCap #Sadhan

📢 Borosil Renewables: Operations & Outlook Update ✅ Production Stable: Despite the national LPG shortage, production never paused. Using dual-fuel capabilities, plants continue to run at 100% capacity. 📈 Rising Demand: Solar glass remains unaffected by West Asia tensions; installation demand is actually strengthening. 💰 Cost & Pricing: Supply: 50% LPG at historical prices; 50% at market rates. Pass-through: Increased costs (2x-3x) are being passed to customers. Impact: No impact felt through March, though margins may face pressure moving forward. 🚀 Outlook: Long-term profitability and growth targets remain unchanged. 📺 Why we bought this stock last month: https://youtube.com/shorts/PZL1MweRRIY?feature=share

🚨 US Tariff Refunds: Big Opportunity, But Not So Simple The recent ruling on IEEPA-based tariffs has opened up a ~$160B refund opportunity for importers. But here’s the catch 👇 🔍 Eligibility isn’t automatic Refunds depend on strict checks like: • Where the product is actually manufactured • Whether production has genuinely moved out of China • Exposure to Section 232 materials (steel, aluminum, etc.) • Any link to Xinjiang / UFLPA entities 👉 This is a compliance-heavy process, not an easy payout 🧠 What this means Only companies with: ✅ Clean supply chains ✅ Strong documentation ✅ Low China dependency …will actually capture the benefit 🎯 We already discussed a clean beneficiary We covered one such company in depth with our community 👇 🎥 Watch here: https://youtu.be/DQwV_xeVenc ⚠️ Disclaimer: This is for educational purposes only. Not a recommendation to buy or sell.

🚀 Shivalik Bimetal ($SBCL): The Next Leg of Growth Begins? ⚡ While the market focused on short-term selling pressure, the core thesis for SBCL has actually strengthened. We are looking at a classic "Value Migration" story from a component maker to a sub-assembly giant. Key Triggers to Watch: 🔹 The "Trump Tariff" Win: It sounds counter-intuitive, but the 50% US tariff forced SBCL to accelerate its move into high-margin sub-assemblies. Instead of selling ₹300 strips, they are now pushing ₹3,000+ integrated units to global clients like Vishay. 🔹 Pune Plant Commercialization: Their new facility is going live THIS MONTH (April 2026). It’s a dedicated play for EV Bus Bars and PCB assemblies, with orders already lined up from India's top 2-wheeler and 4-wheeler OEMs. 🔹 Precision Engineering Moat: They remain the absolute masters of Electronic Beam Welding (EBW). This technology is the "nervous system" for EVs, Smart Meters (25cr opportunity), and Data Centers. 🔹 Earnings Upgrade Potential: Management is guiding for a massive US recovery in FY27. With fixed costs already covered, the operating leverage could be significant. Is SBCL catching the electrification wave before the market fully prices in the earnings upgrade? Full Deep Dive Video: 📽️ https://youtu.be/DQwV_xeVenc #SBCL #Smallcap #Investing #EVTheme #PowerSector #SadhanAnalysis

Big Shoutout to our 2-Year Milestones! 🎊 A massive congratulations to @runalshah7 and @sachinkhanvilkar6764 for completing 2 years as Sadhan members! Your consistent support and dedication to the community over the last 24 months mean the world to us. Thank you for being such an integral part of the Sadhan family. Here’s to many more! 🥂 Link: https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join

🚀 Data Center Month is Here for Sadhan Prime Plus Members! Big month ahead as we deep dive into one of the most exciting structural themes 📊 🔍 What’s coming: • 2 in-depth deep dives on microcap / small-cap opportunities • 1 high-potential microcap added to Sadhan Watchlist This is where we go beyond the surface and track real value chain winners in the data center boom ⚡ Stay ahead https://youtu.be/Gih8ys5yNkI

🚨 New Video Out: Data Center Value Chain 2.0 India is entering a massive Data Center boom — driven by AI demand, data localization & global shifts. This is not cyclical… this is a decade-long structural opportunity. 🎥 Watch here: https://youtu.be/yourlink 📊 What we’ve covered: • What is a Data Center (simple explanation) • India’s current capacity & future potential • Complete Value Chain – where the real money is • IT Stack vs Facility Stack (hidden edge) • Cost structure breakdown • Land requirement & key players • India vs Global comparison 💡 If you want to understand where the next big infra opportunity is building, this video gives you a complete framework. 🚀 Sadhan Mentorship Program (Self-Paced | 2-Year Access) ✔️ 100+ hours of structured learning ✔️ Multibagger frameworks ✔️ Practical investing approach 🎯 Limited Offer (10% Off): https://learn.amitabhvatsya.com/learn/fast-checkout/211688?priceId=258845 ⚠️ Disclaimer: For educational purposes only. Not investment advice.