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I am a Equity research analyst & part time Trader .For joining technofunda course training and mentorship contact me on 8777541372.For any query dm me on @debashisstock. I am not Sebi registered, hence all views posted here for educational purpose only.
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 02 八月 | +2 | |||
| 01 八月 | +1 |
频道帖子
FII flows turn positive for the first time since February 2026.
After 4 months of selling, foreigners show us 💰
2026 FII Flows
Mar: -₹1.17 lkh cr
Apr: -₹60 k cr
May: -₹33 k cr
Jun: -₹49 k cr
Jul: +₹20 k cr
| 2 | India imports 100% of its Dimethyl Ether. Every single kilo.
One company just built a 1,00,000 TPA plant to make it domestically. They are the only one. No second player exists.
First quarter after commissioning? Profit doubled. ₹78 Cr net profit. Up 97% YoY.
Balaji Amines 👇
━━━━━━━━━━━━━━━━━━━━
Q1 FY27 numbers per the July 2026 press release:
→ Revenue: ₹456 Cr (up 27% YoY)
→ EBITDA margin: 25.4% (was 15.2% last year. Thats 1000 bps expansion)
→ Net Profit: ₹78 Cr (up 97% YoY)
→ EPS: ₹23.13 vs ₹11.73
Revenue grew 27%. Expenses grew 11.6%. New plants moving from spending phase to earning phase. Standalone entity remains zero debt.
━━━━━━━━━━━━━━━━━━━━
The DME plant is the big catalyst.
Commissioned May 20, 2026. Indias first commercial scale facility. 1 lakh TPA capacity. Per the NSE filing.
DME is a clean burning gas that works like LPG. Same burners, same cylinders. Can blend up to 20% without modifying infrastructure. A 20% blend could save India ₹34,200 Cr in forex annually per Moneycontrol.
Now the honest part. Oil Ministry has said no national blending policy yet. Safety concerns. So the LPG story is not a done deal today.
But DME also replaces ozone depleting CFCs as an aerosol propellant. Paints, cosmetics, personal care. That market exists right now. No policy needed.
Management guidance: 30 to 40% utilization in FY27, exit rate 50 to 60%. At ₹80 to ₹100 per kg and 50% utilization, this single plant adds ₹400 to ₹500 Cr annually to the topline.
━━━━━━━━━━━━━━━━━━━━
More plants coming online in parallel:
→ Acetonitrile (ACN): Pharma solvent. Commissioning Q2 FY27. ₹240 per kg
→ N Methyl Morpholine (NMM): Polyurethane catalyst. 5,000 TPA. ₹250 to ₹300 per kg
→ Subsidiary BSCL running a ₹750 Cr expansion. Phase 1 (EDA value chain) by September 2026
Revenue target: ₹3,000 Cr by FY28. FY26 was ₹1,454 Cr. Near doubling in two years. The capex is done. Now its about ramping utilization.
━━━━━━━━━━━━━━━━━━━━
Two structural tailwinds that hit in the same quarter: 🔥
First. Competitor Alkyl Amines declared force majeure in March 2026. Shut three plants due to ammonia shortage from the Middle East conflict. Per CNBCTV18 reporting.
Balaji? Zero production halts. Same crisis. Superior procurement strategy.
Second. DGTR recommended 5 year anti dumping duty on Ethylene Diamine imports from China, EU, Saudi Arabia, Taiwan. Per Bajaj Broking (July 13, 2026). Stock surged 12% intraday.
This is structural pricing protection, not a one quarter blip.
━━━━━━━━━━━━━━━━━━━━
Risks:
→ DME LPG blending has no policy mandate. Aerosol market is the near term driver
→ Raw material prices are crude linked. Middle East escalation compresses margins
→ At 33 to 42x P/E with 107% YTD run, any execution miss gets punished
→ EDA duty is a DGTR recommendation. Finance Ministry must still formally notify
━━━━━━━━━━━━━━━━━━━━
Three years of building. Zero debt. All internally funded.
Now those plants are live. Profit doubled in one quarter. Margins went from 15% to 25%. And three more plants come online in the next six months.
HDFC Securities target: ₹3,327 (June 2026 update). Current price ₹2,285.
Save this. Come back after Q3 FY27 results.
Not advice. Do your own work on this. | 149 |
| 3 |  BREAKING: 🇮🇳 Large caps now account for just 58% of India’s total market capitalisation, the lowest share on record.
I have a strong feeling that large caps are gearing up for a meaningful comeback over the next few months.
It wouldn’t surprise me if Nifty crosses 27,000 by the end of the year.
Here’s why:
• From a technical standpoint, Nifty has largely completed both its time and price correction.
• Q1 earnings have, so far, held up better than market expectations.
• FII selling pressure has eased significantly, with net outflows falling to their lowest levels in the last 4 to 5 months.
Sometimes, the biggest opportunities emerge from the most under-owned segment of the market. | 161 |
| 4 | Syrma did many stupid things after its first year of listing. At one point, it traded at just 1/2 of Kaynes’ market cap.
Then management accepted its mistakes, corrected course and put the company back on a growth path. Today, Syrma’s market cap is bigger than Kaynes’.
Markets forgive mistakes when companies learn fast. Now it is Kaynes’ turn to learn. | 184 |
| 5 | Hello everyone please suggest after this fraud incident done by one of the member inthis group to other. Shall I still keep open the group. I am thinking of closing the Stock Return Multiplier Group Permanently.
Now I am thinking of closing down the Stock Return Multiplier channel also, considering if again someone using my channel collect money in the name advisory.
I am extremely devastated. I never focus other Research.
Require everyone's suggestion | 175 |
| 6 |  +7没有文字... | 80 |
| 7 |  没有文字... | 78 |
| 8 | Hello somebody is using my Telegram id and doing fraud. Please beware and do not pay any amount to anyone, if anybody call you via telegram do not received. Somebody from this group share this screenshot and lodge cyber police complaint. | 73 |
| 9 | Excellent nos from onemi
Sales at 670 cr vs 463cr
PAT at 95cr up 59% yoy & even up 16% qoq
Aum up 61% to 8001 cr
Gnpa at 2.25%(guided rate)
Very strong growth momentum
Even after the Rally , the market is yet to value the business correctly.
kissht will rerate | 227 |
| 10 | Indian Listed Semiconductor Chemical Companies (Below ₹25,000 Cr Market Cap)
These companies don't manufacture chips.
They manufacture the specialty chemicals that go into making chips.
1. Stallion India Fluorochemicals
M.Cap: ₹2,513 Cr | P/E: 57.3x
Makes: Specialty fluorochemicals
Used in: Semiconductor gases and electronics manufacturing
Why it matters: Fluorochemicals are essential in several semiconductor manufacturing processes.
2. Tatva Chintan Pharma Chem
M.Cap: ₹4,010 Cr | P/E: 76.5x
Makes: Ultra-high purity solvents and electrolyte salts
Used in: Wafer cleaning and polishing
Why it matters: Semiconductor manufacturing requires extremely high-purity chemicals.
3. Neogen Chemicals
M.Cap: ₹5,937 Cr | P/E: 206x
Makes: Lithium salts and specialty electrolytes
Used in: Batteries, OLEDs and semiconductor materials
Why it matters: Building capabilities in high-purity lithium chemistry.
4. Clean Science & Technology
M.Cap: ₹7,785 Cr | P/E: 33.9x
Makes: Performance chemicals
Used in: OLED displays, PCB coatings and photoresists
Why it matters: These chemicals are used in advanced electronics manufacturing.
5. Jubilant Ingrevia
M.Cap: ₹11,701 Cr | P/E: 40.7x
Makes: Acetyls, pyridines and specialty molecules
Used in: Semiconductor chemicals and display materials
Why it matters: Multiple semiconductor molecules are under customer validation.
6. Aether Industries
M.Cap: ₹19,243 Cr | P/E: 85.1x
Makes: High-purity specialty chemicals
Used in: Wafer processing, chip packaging and advanced materials
Why it matters: Supplies custom chemistry to global specialty chemical companies.
7. Deepak Nitrite
M.Cap: ₹23,023 Cr | P/E: 41.7x
Makes: IPA, acetone, MIBK and specialty solvents
Used in: Wafer cleaning, PCB manufacturing and electronics assembly
Why it matters: These solvents are widely used across semiconductor and electronics manufacturing.
This is one part of India's semiconductor ecosystem that often gets overlooked. Behind every chip are hundreds of specialty chemicals required for cleaning, etching, coating, polishing and packaging.
Which other listed company deserves to be on this list? | 249 |
| 11 | Bloom Energy ($BE) delivers another blockbuster quarter: 🔥
• Revenue: $1.065B (+166% YoY) •
Bloom Energy :
Product Revenue: $975M (+215% YoY)
• GAAP EPS: $0.78 (vs. $0.10 YoY)
Mgmt raised FY26 revenue guidance to $3.9–4.2B, reflecting strong confidence in AI/data-center power demand.
Earlier guidance was 80% revised upward to now 100%(mid point)
Now you can assume for Mtar Technologies | 236 |
| 12 |  RR Kabel Q1FY27 | Another Blockbuster Quarter
• Revenue: ₹3,168 Cr (+54% YoY)
• EBITDA: ₹285 Cr (+99% YoY)
• PAT: ₹205 Cr (+129% YoY)
• EBITDA Margin: 9.0% (+205 bps)
Management Commentary:
👉Wires & Cables continues to outperform with 57% YoY growth, backed by strong volumes, execution & favorable industry demand.
👉 W&C segment profit jumped 105%, while margins expanded due to better product mix, disciplined commodity management & operating efficiencies.
👉 FMEG achieved Operational Breakeven for the first time, driven by premiumization, distribution expansion & operating leverage.
Management remains confident of gaining market share, improving profitability & delivering long-term value.
Another strong quarter reinforces that execution remains on track.
Another Wire & Cable company. Another blockbuster quarter.
Wire & Cable is proving to be one of the strongest themes in the market. | 286 |
| 13 | Aeroflex Industries : One good thing and one bad thing after the Q1 FY27 results.
Good thing :
~72% growth in revenue and 450 bps expansion in EBITDA margin has been driven by the crazy growth in sale of SFN Skid Assemblies, which is a high margin segment.
~Just one year ago, SFN Skid Assemblies contributed nothing. In Q1, it contributes to 23% of the total revenue.
Bad thing :
~Currently the total capacity of manufacturing SFN Skid Assemblies is 9000 p.a.
~Management guided that this capacity will touch 15,000 by the end of Q2 FY27. However, in their Q1 investor presentation, they now mention this capacity addition may be delayed and is expected to be added by Q3. We will get more clarity on this from con call.
Revenue mix :
~SS Flexible hoses - 41%
~Assemblies & Others - 37%
~SFN Skid Assemblies - 23%
Q1 FY27 Results Analysis :
~72% revenue growth in Q1 FY27, against the guidance of 35% in FY27
~EBITDA margins expanded by 450 bps YoY to 23%
~PAT grew by 160% YoY
~Domestic market witnessed exponential growth. It now contributes to 42% of the total revenue, whereas exports contribute to 58% of the total revenue.
~EPS more than doubled YoY to 1.44
~ROCE and ROE saw a dip due to expenses on capital expenditure.
~Capex is also planned for SS Flexible hoses. The company is expected to manufacture 20 mn meters of these hoses by Q3 FY27, up from the current capacity of 17.5 mn meters. | 268 |
| 14 | Sona BLW is a future ready company
Won 3 order worth 600cr in advanced robotics subsystems
Gearbox
Motors
Actuators
Sensor
Also developed Autonomous mobile robots (AMR)
Cobots
BEV grown 107% now accounts for 47% total sales
With denso JV they have Toyota base | 256 |
| 15 | A few listed names that come to mind:
• 𝗕𝗵𝗮𝗿𝗮𝘁 𝗙𝗼𝗿𝗴𝗲 – Defence, aerospace, precision machining and industrial components.
• 𝗦𝗼𝗻𝗮 𝗕𝗟𝗪 – EV driveline systems with increasing focus on precision engineering and global OEMs.
• 𝗞𝗮𝘆𝗻𝗲𝘀 𝗧𝗲𝗰𝗵 – Electronics manufacturing with exposure to semiconductor equipment, aerospace and defence.
• 𝗔𝘇𝗮𝗱 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 – High-precision components for aerospace, energy and defence.
• 𝗣𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗖𝗮𝗺𝘀𝗵𝗮𝗳𝘁𝘀 – Diversifying from auto into precision components for aerospace and defence.
This shift from conventional auto parts to precision engineering could be one of the most important long-term re-rating themes for the sector. | 301 |
| 16 | MOSCHIP TECH: Q1 CONS NET PROFIT 24M RUPEES VS 109M (YOY)
MOSCHIP TECH: Q1 REVENUE 1.2B RUPEES VS 1.35B (YOY)
MOSCHIP TECH: Q1 EBITDA 95.6M RUPEES VS 166M (YOY) || Q1 EBITDA MARGIN 8.23% VS 12.23% (YOY). Horrible result | 304 |
| 17 | Acutaas Chemicals 💊💊🧪🧪
Management Guidance ~ 25% revenue guidance for the full year (2027)
Actual performance > Guidance
59% growth in Q1 FY27 > 25% revenue guidance | 319 |
| 18 | Result Analysis : Tesla & Alphabet ( Google )
1.Tesla Q2 2026 Key Numbers
Total Revenue (Sales) $28,236M (+26% YoY)
GAAP Operating Income : $398M (down sharply )
EPS : $0.32
Free Cash Flow : -$1,092M (negative due to high capex)
2. Alphabet (Google) Q2 2026 Key Numbers** (in USD billions)
Total Revenue (Sales) : $119.8B (+24% YoY)
Google Cloud Revenue : $24.8B (+82% YoY)
Adjusted EPS : $2.85 (near estimates)
GAAP Net Income: Significantly boosted by large investment/other income gains (one source cited ~$112B headline, largely non-operating)
Operating Income : Strong growth, Cloud segment turned highly profitable
Summary :
Tesla showed revenue recovery but weak operating profit and negative FCF.
Alphabet delivered strong top-line and Cloud momentum, but heavy AI capex and one-time gains drove the profit line.
Alphabet capex number might help semis for 1-2 days. | 381 |
| 19 | HFCL Q1FY27
Headline: revenue +120% YoY, PAT swings from -29cr to +246cr. Explosive, but the base was a loss quarter.
The real story is the mix. Exports jumped 24% → 55% of revenue (~5x to ₹1,063cr). Products now 85% vs 66%. Loss-making turnkey work shrinking.
That's why EBITDA margin ran 5% → 23%. And it expanded QoQ too, so this isn't just a low base doing the work.
Order book ~₹26,665cr, nearly 5x FY26 revenue. FY27 growth guidance raised to 40%. ₹215cr going into AI data-centre connectivity, on top of OFC capacity ramp.
Not base effect. A re-rated model. 🏏
Not a recommendation to buy or sell | 309 |
| 20 | ATLANTA ELECTRICALS LTD – Q1 FY27 EARNINGS CALL HIGHLIGHTS
#Q1FY27
Management Commentary
- Strong start to FY27.
- Record order inflows achieved.
- Multi-year industry tailwinds.
- Capacity expansion progressing.
- EHV capabilities strengthening.
- Export strategy accelerating.
- Operational execution remained robust.
- Long-term outlook remains positive.
Financial Performance
- Revenue ₹466.3 Cr (+48% YoY).
- Gross Profit ₹127.2 Cr (+55.5% YoY).
- Gross Margin 27.3% (+130 bps YoY).
- EBITDA ₹77.1 Cr (+58.1% YoY).
- EBITDA Margin 16.5% (+100 bps YoY).
- PAT ₹46.8 Cr (+50.4% YoY).
- PAT Margin 10%.
- EPS ₹6.09 (+40% YoY).
Business Performance
- Record order inflow ₹972.4 Cr.
- Order Book ₹3,116.6 Cr.
- 55% orders above 220kV.
- 400kV orders ₹275 Cr.
- Power transformers 79% revenue.
- T&D contributed 66%.
- Renewable energy 19%.
- Strong revenue visibility.
Operational Highlights
- Capacity utilization 4,381 MVA.
- Net working capital 72 days.
- Inventory days 105.
- Receivable days 88.
- Payable days 110.
- Cash conversion cycle 83 days.
- Raw material inflation managed.
- Price pass-through maintained.
Capacity Expansion
- IDT plant commissioning by Dec-2026.
- Adds 5,000 MVA capacity.
- Tank & radiator facility progressing.
- Backward integration advancing.
- PGCIL approved Unit-4.
- 315 MVA manufacturing begins soon.
- 400kV commercialization FY28.
- 765kV technology tie-up progressing.
Strategic Initiatives
- Expand EHV transformer portfolio.
- Enter 765kV transformer segment.
- Increase export presence.
- Strengthen backward integration.
- Improve manufacturing efficiency.
- Focus on higher-value products.
- Expand Europe & US markets.
- Maintain pricing discipline.
Management Guidance
- Revenue CAGR 40% maintained.
- Stable EBITDA margins targeted.
- EBITDA Margin 17–18% expected.
- Execute ₹2,400 Cr orders FY27.
- Export revenue target 15%.
- 400kV revenue from FY28.
- 765kV approvals by FY27-end.
- Demand outlook remains robust.
Management Tone
- Highly confident.
- Growth-focused.
- Execution-driven.
- Margin disciplined.
- Capacity expansion-led.
- Long-term optimistic.
Key Takeaway
- Atlanta Electricals delivered an outstanding Q1 with 48% revenue growth and record ₹972 Cr order inflows, driven by robust demand across transmission, renewables and industrial sectors. Management reiterated its 40% revenue CAGR guidance, expects stable 17–18% EBITDA margins, and sees the next growth phase being driven by 400kV/765kV transformers, inverter-duty transformer capacity expansion and a growing export franchise. | 347 |
