Hidden Multibagger Stocks by Devendra (RA: INH000026488)

🇮🇳 3 INDEPENDENCE DAYS. ONE NIFTY RANGE. 👉 15 Aug 2024 → 24,200 👉 15 Aug 2025 → 24,600 👉 15 Aug 2026 → 24,300 2 years. Nifty 50 is almost at the same level! That’s why the last 2 years have been frustrating for many investors. Don’t just follow the Nifty. Find the companies where EARNINGS are growing. 🚀 🇮🇳 Happy Independence Day! 🇮🇳

"Stallion india" management commentary..

💥 Updated Multibagger Portfolio💥 Please find the attached updated list of our Multibagger stocks. We have exited "AxisCades Technologies " in 50% profit and added "Sansera Engineering " as a new stock to the Premium Channel portfolio. Earlier, we had also exited "Atlanta Electricals " in 63% profit and replaced it with "RR Kabel" . These changes clearly demonstrate that our stock entry and exit decisions are based entirely on our assessment of the company’s future growth prospects. We continuously monitor management commentary, earnings growth, business outlook, order book, capacity expansion and upcoming growth triggers. If our assessment indicates that the future growth potential of a company has weakened or another opportunity offers significantly stronger growth prospects, we will not hesitate to exit and redeploy capital into a stronger opportunity. 📉 Current Market Update The market has once again entered a correction phase. Nifty 50 has been declining almost every day, which is also putting pressure on the Smallcap and Midcap indices. 🎯 Our Focus Remains Unchanged Our objective is to identify companies where near-term earnings growth, management guidance and business triggers remain exceptionally strong, and continuously shift capital towards the strongest opportunities. Portfolio changes are driven by future earnings potential—not by short-term market movements.👇

" KSH INTERNATIONAL " Multibagger stock continue to outperform after posting outstanding Q1 result..💃💃

" OBSC PERFECTION " SME stock firing after posting outstanding result..🚀

💥Focus on " Unimech Aerospace" at CMP: 1489 Rs.💥 It is well positioned to benefit from the global aerospace/MRO recovery, with a large and growing order book of around ₹314 crore and strong execution visibility. Management expects FY27 to be a stronger growth and operating-leverage year, with tooling demand normalising and precision-component business ramping up. The company is also expanding its relationship with global aerospace customers, including a long-term supply agreement with FACC Operations, strengthening its position in the aerospace supply chain. With aerospace tooling typically having a relatively short execution cycle, the strong order book can translate into revenue relatively quickly. The Hobel Bellows acquisition should further add to aerospace/precision-engineering revenue and operating leverage. Therefore, Q2 and Q3 FY27 have the potential to show strong Revenue, EBITDA and PAT growth if order execution remains on schedule. Overall, Unimech offers an attractive combination of rising aerospace demand + strong order book + precision-component ramp-up + improving operating leverage, making it a stock worth closely monitoring for strong earnings acceleration.

💥"Sansera Engineering" is our new multibagger stock ( 3880) 💥 We have exited "Axiscades Technologies" "Sansera Engineering" will be added to our multibagger stock list..

💥Why Is Nifty 50 Underperforming?💥 Nifty 50 is slowly coming down, and it is important for the index to sustain above the 24,000 level. If Nifty 50 breaks below 24,000, we could once again see panic selling among retail investors in the Smallcap 250 index. At present, the Smallcap 250 index is trying to move higher, but weakness in Nifty 50 is putting pressure on smallcaps. Please understand that Smallcap 250 cannot sustain a strong upward move when Nifty 50 is falling. Smallcaps need support from the broader market, particularly Nifty 50. Nifty 50 is underperforming mainly because large-cap companies are delivering only single-digit growth. FIIs are therefore not showing much interest in buying large-cap Indian stocks. Instead, they are increasingly looking towards US AI and semiconductor stocks, especially after the recent correction, which has made valuations more attractive. This clearly indicates that FIIs are looking for strong future growth, while many of our large companies are currently struggling to deliver that growth. On the other hand, several small- and mid-cap companies with strong future growth potential continue to outperform despite the market volatility. This bull market is clearly rewarding companies and sectors with strong future earnings growth while punishing sectors and stocks with weak growth prospects. Tomorrow marks the end of the Q1 earnings season.

AXISCADES posted average Q1 result. Why did PAT turn negative? AXISCADES reported a ₹14.8 Cr loss in PAT, but the loss was largely due to one-off/exceptional items, not a collapse in the core business. • ₹9.62 Cr receivable provision • ₹3.50 Cr hedge provision • ₹21.81 Cr divestment-related exceptional cost Excluding these items, normalised PBT was ₹23.1 Cr and normalised EBITDA was ₹41 Cr. So, the headline loss looks negative, but underlying business performance remained healthy, with Defence revenue more than doubling and XiDA showing strong growth. We will remove this stock from our Multibagger Stock List for now. We will reconsider it once its growth story starts gaining momentum.💥