Wealthcreatures.com
前往频道在 Telegram
Visit us at www.wealthcreatures.com Driven by Fundamentals and Leveraging Technicals. All post are Only For Study & Educational Purpose.consult you Financial Advisor Before Investing or taking any position. DISCLAIMER:We r Not SEBI REGISTERED ANALYST.
显示更多1 366
订阅者
无数据24 小时
-57 天
-1330 天
数据加载中...
相似频道
标签云
进出提及
---
---
---
---
---
---
吸引订阅者
七月 '26
七月 '26
+6
在0个频道中
六月 '26
+6
在0个频道中
Get PRO
五月 '26
+6
在0个频道中
Get PRO
四月 '26
+7
在0个频道中
Get PRO
三月 '26
+5
在0个频道中
Get PRO
二月 '26
+7
在0个频道中
Get PRO
一月 '26
+3
在0个频道中
Get PRO
十二月 '25
+3
在0个频道中
Get PRO
十一月 '25
+6
在0个频道中
Get PRO
十月 '25
+7
在0个频道中
Get PRO
九月 '25
+11
在0个频道中
Get PRO
八月 '25
+8
在0个频道中
Get PRO
七月 '25
+9
在0个频道中
Get PRO
六月 '25
+19
在0个频道中
Get PRO
五月 '25
+13
在0个频道中
Get PRO
四月 '25
+7
在0个频道中
Get PRO
三月 '25
+1
在0个频道中
Get PRO
二月 '25
+7
在0个频道中
Get PRO
一月 '25
+27
在0个频道中
Get PRO
十二月 '24
+40
在0个频道中
Get PRO
十一月 '24
+49
在0个频道中
Get PRO
十月 '24
+48
在0个频道中
Get PRO
九月 '24
+49
在0个频道中
Get PRO
八月 '24
+35
在0个频道中
Get PRO
七月 '24
+33
在0个频道中
Get PRO
六月 '24
+26
在0个频道中
Get PRO
五月 '24
+24
在0个频道中
Get PRO
四月 '24
+33
在0个频道中
Get PRO
三月 '24
+15
在0个频道中
Get PRO
二月 '24
+46
在0个频道中
Get PRO
一月 '24
+54
在0个频道中
Get PRO
十二月 '23
+34
在0个频道中
Get PRO
十一月 '23
+12
在0个频道中
Get PRO
十月 '23
+15
在0个频道中
Get PRO
九月 '23
+17
在0个频道中
Get PRO
八月 '23
+16
在0个频道中
Get PRO
七月 '23
+17
在0个频道中
Get PRO
六月 '23
+8
在0个频道中
Get PRO
五月 '23
+8
在0个频道中
Get PRO
四月 '23
+5
在0个频道中
Get PRO
三月 '23
+3
在0个频道中
Get PRO
二月 '23
+6
在0个频道中
Get PRO
一月 '23
+7
在0个频道中
Get PRO
十二月 '22
+9
在0个频道中
Get PRO
十一月 '22
+14
在0个频道中
Get PRO
十月 '22
+19
在0个频道中
Get PRO
九月 '22
+27
在0个频道中
Get PRO
八月 '22
+19
在0个频道中
Get PRO
七月 '22
+7
在0个频道中
Get PRO
六月 '22
+14
在0个频道中
Get PRO
五月 '22
+28
在0个频道中
Get PRO
四月 '22
+43
在0个频道中
Get PRO
三月 '22
+48
在0个频道中
Get PRO
二月 '22
+18
在0个频道中
Get PRO
一月 '22
+57
在0个频道中
Get PRO
十二月 '21
+39
在0个频道中
Get PRO
十一月 '21
+49
在0个频道中
Get PRO
十月 '21
+64
在0个频道中
Get PRO
九月 '21
+56
在0个频道中
Get PRO
八月 '21
+65
在0个频道中
Get PRO
七月 '21
+136
在0个频道中
Get PRO
六月 '21
+149
在0个频道中
Get PRO
五月 '21
+128
在0个频道中
Get PRO
四月 '21
+81
在0个频道中
Get PRO
三月 '21
+62
在0个频道中
Get PRO
二月 '21
+49
在0个频道中
Get PRO
一月 '21
+44
在0个频道中
Get PRO
十二月 '20
+485
在0个频道中
| 日期 | 订阅者增长 | 提及 | 频道 | |
| 31 七月 | +1 | |||
| 30 七月 | 0 | |||
| 29 七月 | 0 | |||
| 28 七月 | 0 | |||
| 27 七月 | 0 | |||
| 26 七月 | 0 | |||
| 25 七月 | 0 | |||
| 24 七月 | 0 | |||
| 23 七月 | 0 | |||
| 22 七月 | 0 | |||
| 21 七月 | 0 | |||
| 20 七月 | 0 | |||
| 19 七月 | 0 | |||
| 18 七月 | 0 | |||
| 17 七月 | +1 | |||
| 16 七月 | 0 | |||
| 15 七月 | 0 | |||
| 14 七月 | 0 | |||
| 13 七月 | 0 | |||
| 12 七月 | 0 | |||
| 11 七月 | +1 | |||
| 10 七月 | +1 | |||
| 09 七月 | 0 | |||
| 08 七月 | 0 | |||
| 07 七月 | 0 | |||
| 06 七月 | 0 | |||
| 05 七月 | 0 | |||
| 04 七月 | +1 | |||
| 03 七月 | +1 | |||
| 02 七月 | 0 | |||
| 01 七月 | 0 |
频道帖子
| 2 | Deepak Fertlizer
Results day( 30th July )
Open - 1625
High - 1660
Low - 1516
Today’s High - 1598
Resistance 1 - 1610-1620
Resistance 2 - 1660-1670
Again Watchout for close above 1660-1670 zone in coming days
Slowly all levels would be crossed | 252 |
| 3 | Waaree Energies Ltd - Q1 FY27 Concall Summary
Record OB at ₹61,500 Cr with strong order inflow of ₹16,000 Cr; FY27 EBITDA guidance of ₹7,000-7,700 Cr maintained with retail expected to cross ₹10,000 Cr, while higher raw material costs (linked to global metal index) are impacting margins
1. Financials
Revenue ₹7,932 Cr, ↑79% YoY
EBITDA ₹1,440 Cr, ↑44% YoY, margin 18.2%
PAT ₹892 Cr, ↑13% YoY, margin 11%
ROCE 28.5%, ROE 24.8%
2. Order Book
Record backlog ₹61,500 Cr vs ₹50,000 Cr last quarter
New orders ₹16,000 Cr in Q1 alone
Module order book ~25.2 GW
Geographic mix: India 40%, US 36%, exports 24%
3. Capacity & Integration
Module capacity 26 GW (largest non‑Chinese globally)
Cell capacity 5.4 GW, ramping to 15.4 GW in FY27
Captive cell throughput rising from ~800 MW in Q1 to 1.5 GW+ by Q3/Q4
Cell‑to‑module integration ratio to rise from ~20% to ~65% in FY27
Backward integration into ingots, wafers, solar glass, batteries, transformers, inverters, electrolyzers
4. Segmental Mix
Utility/IPPs 39.7% of revenue
Retail 30.2% (↑130% YoY, ₹2,289 Cr this quarter, FY27 target ₹9,000-10,000 Cr)
Overseas 21.2% (US ₹1,322 Cr, exports ₹287 Cr)
EPC & services 8.9%
5. Strategic Initiatives
Commissioned 3 GW module capacity at Gujarat plant
BESS: automated container production 5.15 GWh (↑ from planned 3.5 GWh)
Transmission: 17.6 MVA inverter duty transformer commercialized
EPC: 1.5 GW BESS EPC orders, utility‑scale solar+BESS in Australia/NZ
US: secured 125 MW HJT module order from Arizona plant
Acquired 55% stake in Associated Power Structures (₹1,225 Cr) for T&D expansion
6. Retail & E‑Commerce
Retail revenue more than doubled, strong franchise penetration into Tier‑2/3 towns
E‑commerce scaling rapidly, direct reach to households/installers
Retail + e‑commerce engines provide sticky demand base, higher realizations
7. Margins & Challenges
Raw material costs ↑ due to global metal index, impacting margins
Structural mitigation: captive cell ramp‑up, cost leadership program in execution
Export mix softer due to shipment delays, recovery expected from Q2 onwards
Inventory build in Q1 mapped to firm H2 schedules
8. Capex Roadmap (₹31,500 Cr)
FY27: 30% deployed – 10 GW solar cells, 2.6 GW modules (US), 100 KTPA T&D EPC, 20 GW transformers, 4 GW inverters, 1 GW electrolyzers
FY28: 40% – 10 GW ingots & wafers, solar glass, BESS capacity
FY29: 30% – 2,500 TPD solar glass, 16.5 GWh BESS plant with cells, packs, containers
9. Industry & Policy Tailwinds
Global solar additions to grow from 698 GW (2025) to 993 GW (2035), CAGR ~4-5%
India additions from 38 GW (2025) to 100 GW (2035), CAGR ~10%
Policy support: PLI schemes, 20% customs duty, PM Surya Ghar, rooftop programs
US IRA & Europe trade rules favor non‑Chinese supply chains
10. Outlook
FY27 operating EBITDA guidance ₹7,000-7,700 Cr reaffirmed
Retail expected to cross ₹10,000 Cr in FY27
Cell integration to drive margin expansion in H2 FY27
Strong demand tailwinds, record OB, cost actions already underway | 276 |
| 4 | Key Positives
• Revenue growth remained healthy across businesses.
• Profit more than doubled due to stronger pricing, improved operating leverage and better execution.
• Margin recovery indicates improving earnings quality.
🔸Monitor Going Forward
• IPA business demand and government quota policy.
• Raw material (ammonia/energy) price volatility.
• Sustainability of margins over the next few quarters.
Investor Take:
Q1 FY27 is a strong beat with both YoY and QoQ earnings showing sharp improvement. If management sustains margins and specialty chemical growth, FY27 earnings outlook could improve further. | 266 |
| 5 |  Deepak Fertlizer Q1 FY27 Results Decent Numbers
✅ Revenue: ₹3,256 Cr (+22% YoY)
✅ PBT: ₹651 Cr (+89% YoY)
✅ PAT: ₹490 Cr (+101% YoY)
✅ EPS: ₹38.82 (vs ₹19.26, +102% YoY)
A strong start to FY27 with healthy revenue growth and a sharp improvement in profitability.
Better operating performance and margin expansion helped the company deliver a significant jump in earnings. | 336 |
| 6 | Waaree energies
Margin pressure in Q1 numbers
Once they get back on track this won’t stop again
Available at days Low @‘2561
When no one wants to buy it’s time to review the stock and its fundamentals
Slowly shld again get back to 2700-2800-2900-3000+ zone
Study before Taking Action | 354 |
| 7 | SPORTKING INDIA
Fresh ATH
218 💚
66% 🆙 move ⬆️ in 3 months | 592 |
| 8 | Nifty Last closed @?23768
Strong 💪 support @‘23500-23600 zone
Soon 🔜 Nifty would be back to 24000 & 24600 zone | 589 |
| 9 | Laurus Labs
Blockbuster Q1FY27
Big QoQ and YoY uptick
across all parameters
Highest ever revenue, EBITDA, PBT and PAT in companies history
Solid margin expansion QoQ and YoY
Revenue at 2026cr vs 1570cr, Q4 at 1812cr
EBITDA ⏫ 67% at 638cr
with OPM at 31.5%
PBT at 481cr vs 224cr,
Q4 at 362cr
PAT at 362cr vs 162cr, Q4 at 282cr
On steroids
62.7% Gross margins, 31.8% EBIDTA, 44% CDMO contribution
Long way to Go | 659 |
| 10 | Stocks which can again make FRESH ATH 🔜
Azad Engineering
Sportking
Deepak Fertlizer
Apollo Micro
Sakar Healthcare
SPR AUTO ( Shriram piston )
BSE Ltd
CDSL
Wockhardt pharma
Kwality Pharma
Beta Drugs
Fredun pharma
Venus Remedies
Laurus Labs | 581 |
| 11 | Shriram piston
1st Reco in July 2023 @2075
Company Announced 1:1 Bonus in 2023
Cum bonus Rate - 1038
Now trading @ 4500
3 years Almost 4x ✔️
Chase Quality Stocks with good Growth oriented promotors
Still Long way to go | 769 |
| 12 | Shriram piston
4444 💚
Fresh ATH
Long way to Go | 735 |
| 13 | Waaree energies
2733
Panic bottom
Opportunity is opportunity only after it’s Missed | 827 |
| 14 | Few companies one can study
Rishabh Instruments
Ind- Swift Labs
Signpost India
Omax Autos
JTL Inds
Neelkamal Ltd | 828 |
| 15 | Just an observation
Semi conductor sector in Focus
Govt has approved 1.25 trillion outlay, for India Semiconductor Mission 2.0.
Companies to keep on Radar Semiconductor space ~
1. CG Power: CG Semi OSAT
2. Kaynes Tech: Kaynes Semicon
3. Aether Ind: Electronic Chemicals
4. Deepak Fert: Wafer Cleaning IPA
5. Vatech Wabag: Full Water Cycle
6. Voltas: Cleanroom HVAC
7. INOX India: Storage Transport Tanks
8. Gujarat Fluoro: Tubings Fittings
9. Praj Ind: Ultra Pure Water System
10. Navin Fluorine: Hydrofloric Acid
11. Tatva Chintan: Electrolytes Salts
12. Deepak Nitrite: Largest IPA Producer
13. Moschip: Manufacturer Semi Con
14. Thermax: Membrane, ZLD
15. Siemens: Advance Node Chip
16. ASM Tech: Manufacturing | 801 |
| 16 | Deepak Fertlizer
Today’s Low - 1575 | 777 |
| 17 | Azad Engineering
ATH - 2530
14th July Low - 2296
CMP - 2360
Moving in 2300-2400 zone from last 1 week
Strong 💪 support @ 2150- 2200 zone
Shld do well in next 3-6-9-12-18-24 -30 months
Keep on Radar Again | 878 |
| 18 | Deepak Fertlizer
Moving in range of 1500-1650 from last few days
Today’s low - 1547
Watchout for close above 1660 zone | 863 |
| 19 | SPORTKING
5% 💚
192
Getting Ready for ATH 🔜 after good consolidation
Once closed above 200-201 shld do well in next 2-3-4-6 Qtrs | 1 055 |
| 20 | Wockhardt pharma
Available @ 1793
Strong 💪 Support @ 1740-1775 zone | 1 026 |
