Sadhan Investing

Hi Guys ! Here is a video introducing the complete Ship Building value chain: https://youtu.be/H5oQsCxNFFc > Enjoy!!

Recycling sector “darling” crashed from ~₹2,400 to ~₹800. I’ve just uploaded a video breaking down what actually led to this fall and whether the long-term thesis is still alive. Watch the full deep dive here: https://youtu.be/QQ8x0oTF4q8

🎯 PRIME + EXCLUSIVE: Recycling Industry Deep-Dive Just Dropped! While you're watching this on the main channel, Sadhan Prime + members already got early access to this sector analysis — PLUS they just received an exclusive deep-dive on the Recycling Industry What Prime + Members Get 📚 Full library of 25+ past deep-dive videos 🎥 2 exclusive members-only videos every month 🎯 Sadhan Watch-List with actionable insights 🏆 Membership badges & priority replies 📊 10+ monthly insights curated by me 🔴 1 monthly Members-Only Livestream AMA (scheduled this saturday) The recycling sector deep-dive covers emerging opportunities, key players, and investment theses you won't find anywhere else. Ready to upgrade your investing journey? 👉 Join Sadhan Prime +: https://youtu.be/rlUfNPGb0Cw Let's grow together! 🚀

Dear Viewers! Next on Sadhan, we’re diving into the Recycling Theme — a sector where the government seems to be playing chess with industry players. The upcoming session will unpack what’s really happening behind the scenes and what investors should know about the companies in this evolving space. Before that, here’s a quick primer video to get you started: 🎥 https://youtu.be/q22_8TwIEUQ Recent Developments and Challenges Investments & Expansions: Since 2022, this sector has drawn about ₹7,500 crore in funding, created 10,000+ jobs, and engaged over 2 million waste pickers. Notable examples include Ganesha Ecopet’s ramp-up to 42,000 MTPA (Sept 2024) and Bhilwara Energy’s LNJ GREENPET plant (100,000 MTPA by Sept 2026). Regulatory Impact: June 2025 policy tweaks allow brands to defer 30% of EPR shortfalls over 3 years. While this shields them from fines of up to ₹1 crore, it has triggered a near-term demand slump, idle recycling plants, and falling rPET prices. Outlook: Capacity is set to double to 750,000 MTPA by 2027 and touch 1.1 million MTPA by 2030 — potentially making India a global rPET exporter. Growth drivers include EPR credit trading, ESG-led demand, and policy incentives, though collection infrastructure remains the weak link. A perfect storm of regulation, capacity build-up, and ESG push might be setting the stage for the next wave of “green industrial plays.”

Is Yash High Voltage Still a Hidden Gem?🚀 Power sector microcaps don’t get the spotlight they deserve. In this deep dive, we decode Yash High Voltage’s latest expansion, sector leadership, export push, and multi-year growth thesis—plus what sets their transformer bushings and RIP tech apart in a modernizing grid. Critical insights for anyone tracking high-growth infrastructure stocks or looking for the next big compounding story! ⚡ Watch now ➡️ https://youtu.be/ZvxEDbC42iA #Sadhan #YashHV #PowerSector

The power of holding: Behind every true multibagger is a journey tested by time and volatility. Sadhan's case studies—Bajaj Finance , Deepak Fertilizers , and Zen Technologies —show how conviction, not just analytics, creates outsized returns. Each went through multiple steep corrections and long periods of uncertainty, but holding through the drawdowns unlocked compounding magic. In 5 years, Zen Technologies evolved from ₹55cr revenue & ₹3cr PAT to ₹974cr revenue & ₹299cr PAT, scaling up in simulators and anti-drone, with 100x profit growth—proving that real business growth always leads price. Forget chasing headlines. Build conviction, track the business—not the stock—and let compounding do its work. Watch the full deep dive: youtu.be/_dWAFhxwABo?t=83 #LongTermInvesting #Sadhan #StockMarket #MultibaggerMindset

Like this post if you want a video on Benjamin Grahams learning !

A sailor enjoying the tailwinds! 🚢🌊 Catch my 2 cents on the evolving business model of KMEW—why this shipbuilder is now sailing ahead. From order book surge, Green Tug opportunity, to regulatory tailwinds and a TAM explosion—here’s the full sector decode. ▶️ Watch now: https://youtu.be/FxTVwoYmj3s

Watch our latest deep dive on a Shipping business winning large orders https://youtu.be/FxTVwoYmj3s?si=ds8qG7mKHjgDD-3F

The real game is locking in customers with IP – that’s what gives true pricing power. The icing on the cake? A 2-year lead time, thanks to inflationary disruptions in Europe. Shivalik Bimetal checks all boxes to weather the macro storm: technical know-how, customer stickiness, and quality control. #SHIVALIK #Moat https://www.youtube.com/watch?v=avfy1w3Ri3s&t=1s #sadhanstocks #SBCL

https://youtu.be/jD-6SqYB_GY?si=y7ZaPAM2ZqN1o-Xv Zen management confirming 5000 cr cumulative revenue possibility by FY28 . Meaning 93 % CAGR

For shipbuilding enthusiasts—here’s a deep dive into one of India’s fastest-growing marine infra players, riding strong sector tailwinds and robust order-book momentum. Don’t miss the analysis: https://youtu.be/3WCXhK6jWBE?si=39tjytUObc0wL93v #Shipbuilding #InfraStocks #Sadhan

This Diwali brought record-breaking sales for Indian consumer companies—thanks to GST 2.0 reforms and a surge in demand! 📈✨ How will leading players capture this momentum post-festive season? Watch our in-depth breakdown of Mold-Tek Packaging’s journey and prospects in India’s booming FMCG market after the #Diwali2025 & GST reduction boost. 👉 Dive in now: https://youtu.be/A2WLi1KtP9M #ConsumerStocks #GST #Sadhan #FMCG #Investing