Stock market Stats
📈 Analytical overview of Telegram channel Stock market Stats
Channel Stock market Stats (@stockinfo333) in the English language segment is an active participant. Currently, the community unites 18 952 subscribers, ranking 6 489 in the Economy & Finance category and 21 548 in the India region.
📊 Audience metrics and dynamics
Since its creation on невідомо, the project has demonstrated rapid growth, gathering an audience of 18 952 subscribers.
According to the latest data from 09 September, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 17 over the last 30 days and by -4 over the last 24 hours, overall reach remains high.
- Verification status: Not verified
- Engagement rate (ER): The average audience engagement rate is 11.45%. Within the first 24 hours after publication, content typically collects 6.50% reactions from the total number of subscribers.
- Post reach: On average, each post receives 2 171 views. Within the first day, a publication typically gains 1 232 views.
- Reactions and interaction: The audience actively supports content: the average number of reactions per post is 6.
- Thematic interests: Content is focused on key topics such as capacity, investor, lakh, tata, revenue.
📝 Description and content policy
Channel description not provided.
Thanks to the high frequency of updates (latest data received on 10 September, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Economy & Finance category.
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| Date | Subscriber Growth | Mentions | Channels | |
| 10 September | +2 | |||
| 09 September | +6 | |||
| 08 September | +6 | |||
| 07 September | +5 | |||
| 06 September | +6 | |||
| 05 September | +1 | |||
| 04 September | +10 | |||
| 03 September | +6 | |||
| 02 September | +13 | |||
| 01 September | +4 |
| 2 | SHERA ENERGY | FROM COPPER SCRAP TO 765kV POWER-LINE CONDUCTORS
BUSINESS OVERVIEW
- Shera Energy manufactures copper, aluminium, brass and nickel-based conductors and components used across power, electrical, industrial, automotive, solar and other applications.
- The company is moving beyond basic wire manufacturing toward a vertically integrated metals platform.
- Product portfolio ranges from basic conductors to high-value precision products used in transformers and solar modules.
- Its products effectively form part of the “nervous system” of the electricity grid.
KEY PRODUCTS
- Copper Products: Insulated/enamelled copper wires, paper-covered wires, copper bars, tubes and rods.
- Aluminium Products: Aluminium wires and conductors used in transformer windings, solar inverters and appliances.
- Brass & Nickel Products: Brass rods/tubes and specialised nickel alloys for industrial and high-temperature applications.
- Premium Products:
- CTC conductors
- Super-fine enamel wires
- Bunched strips
- Solar PV ribbons
- Premium products are used in applications including 765kV transformers and next-generation solar modules.
FINANCIAL PERFORMANCE
- Q1 FY27 Revenue: ₹**487.77 cr**, up 26% YoY and a record quarterly level.
- Q1 FY27 EBITDA: ₹**30.91 cr**, up 57% YoY.
- Q1 FY27 PAT: ₹**12.64 cr**, up 79% YoY.
- FY26 Revenue: ₹**1,640.05 cr.
- FY26 EBITDA: ₹**94.21 cr.
- FY26 PAT: ₹**37.14 cr.
- Profit is currently growing faster than revenue, indicating improving operating leverage/margins.
FY27 GROWTH GUIDANCE
- FY27 Revenue expectation: ~₹**2,100 cr**.
- FY27 PAT expectation: ~₹**55 cr**, based on management guidance.
- This implies continued growth from the ₹1,640 cr FY26 revenue base.
BACKWARD INTEGRATION | ZAMBIA COPPER CATHODES
- Subsidiary Shera Zambia is developing a copper cathode plant in Zambia’s Copperbelt Province.
- Initial capacity: 1,200 MT/year.
- Planned scale-up: 5,000 MT/year.
- The plant is designed to produce 99.99% pure copper cathodes.
- Copper is one of Shera’s largest input costs, making backward integration strategically important.
- Producing copper internally can provide greater control over raw-material sourcing, supply security and potentially input economics.
FORWARD INTEGRATION | PREMIUM CONDUCTORS
- The company is simultaneously moving toward higher-value, specialised products.
- Focus areas include:
- CTC conductors for large/high-voltage transformers.
- Super-fine enamel wires.
- Solar PV ribbons.
- Bunched strips and other precision conductors.
- These products are more specialised than commodity wires and can potentially generate better margins and stronger customer stickiness.
CAPACITY UTILISATION
- Capacity utilisation improved from 74% in FY25 to 78% in FY26.
- Higher utilisation allows fixed manufacturing costs to be spread across greater production volumes.
- Continued utilisation improvement can provide operating leverage and margin expansion.
RECYCLING & RAW-MATERIAL ADVANTAGE
- Sister company Rajputana Industries operates in scrap-metal recycling.
- Recycling capability can help reduce dependence on externally sourced raw materials.
- Creates another layer of raw-material optimisation and vertical integration.
END-MARKET EXPOSURE
- Power transmission & distribution
- Transformers
- Electric motors
- Switchgear
- Data centres
- Solar power
- Solar inverters
- Electrical appliances
- Industrial equipment
- Automotive and specialised engineering applications
- Aerospace-related high-temperature applications through nickel-based products.
BALANCE SHEET
- Tangible net worth: ₹**248.18 cr**.
- Debt-to-equity: 1.35x.
- The company is pursuing capacity expansion and vertical integration while operating with meaningful leverage, making execution and capital efficiency important monitorables.
CORE GROWTH CATALYSTS
- Zambia copper cathode plant creates a backward-integration opportunity.
- CTC conductors and premium wires provide a shift toward higher-value products.
- 765kV transformer applications offer exposure to high-voltage grid-capex growth.
- Solar PV ribbons provide exposure to India's expanding solar manufacturing ecosystem.
- Rising capacity utilisation can improve operating leverage.
- Rajputana Industries recycling can support raw-material efficiency.
- Strong Q1 FY27 performance, with PAT growth of 79% YoY, indicates improving profitability.
KEY TAKEAWAY
- Shera Energy is attempting a two-sided vertical integration strategy:
Copper cathodes → Copper/Aluminium processing → Precision conductors → Power/Transformer/Solar applications
- The key transformation is from a conventional wire manufacturer toward a globally integrated metals and specialised-conductor platform.
- The combination of backward integration into copper + forward integration into premium products + rising utilisation provides the core growth thesis.
- FY27 guidance of approximately ₹2,100 cr revenue and ₹55 cr PAT, alongside 79% YoY Q1 PAT growth, points to a potentially strong earnings-growth phase if the new capacities and premium products scale successfully. | 505 |
| 3 | SHERA ENERGY | 515 |
| 4 | AI / Data Center Proxy Stocks and Their U.S. Peers 🔥 | 2 334 |
| 5 | Two Chennai Based Water Infra Plays..
VA Tech Wabag, Sattva Engineering Constructions
Listed and Unlisted Water Infra Players-Coming Up….Also Ion Exchange Will Be In Focus
Good To Do Scuttlebutt -Event Is In Chennai From Oct 27-28
Bonus:
Current IFAT India In Mumbai For Waste, Sewage, Recycling
And India International Water Week In Delhi from Sept 22-26 | 871 |
| 6 | No text... | 933 |
| 7 | FII FLOWS | 1 524 |
| 8 | Warning!
Some Global ETFs are going beserk in Indian markets.. These are some of them
Huge jump in daily traded prices and huge premium to underlying NAVs... | 4 528 |
| 9 | KSB LTD | MARINE & NUCLEAR GROWTH OPTIONALITY 🚢
Q2 / H1 FY26 PERFORMANCE
- Q2 Sales: ₹690.7 Cr | +3.6% YoY
- EBITDA: ₹86.7 Cr | -16% YoY
- PAT: ₹57.2 Cr | -18.8% YoY
- EPS: ₹3.29
- H1 Sales: ₹1,292 Cr vs ₹1,262 Cr | ~2.4% growth
- H1 PAT: ₹97 Cr vs ₹122 Cr | ~20% decline
- TTM Sales: ₹2,726 Cr | TTM PAT: ₹246 Cr
LONG-TERM TRACK RECORD
- FY15–FY25 Sales: ₹819 Cr → ₹2,696 Cr
- FY20–FY25 Sales: ₹1,208 Cr → ₹2,696 Cr
- 5Y Profit CAGR: ~25%
- 10Y Profit CAGR: ~16%
- ROE: ~18% | ROCE: ~25%
MARINE / SHIPBUILDING OPPORTUNITY ⚓️
- KSB is an approved Navy/Coast Guard supplier with access to government shipyards.
- Marine opportunity requires naval approvals, supply-chain development and gradual scaling.
- Management remains selective, rather than chasing every marine segment.
- Management indicated ₹100 Cr marine revenue next year would be a good outcome, equivalent to roughly 3–5% of turnover.
- Pumps are estimated at roughly 3–5% of total project value in large projects such as marine and data centres.
NUCLEAR + OTHER OPTIONALITY ☢️
- Nuclear localisation could create opportunities for import substitution.
- Additional growth avenues include:
- Shipbuilding / Marine
- Nuclear
- Industrial Capex
- Water
- Mining
- Data-centre Cooling
- Aftermarket / SupremeServ
ORDER BOOK & BALANCE SHEET
- Order book at June 2026: ₹2,744.5 Cr
- Net-cash balance sheet provides financial flexibility.
- High ROCE supports the industrial compounder thesis.
KEY CONCERNS ⚠️
- Current revenue growth remains only ~2–4%.
- Q2 PAT declined ~19% YoY.
- Margin pressure in the near term.
- Marine business is still small.
- Management is pursuing selective marine participation.
- Valuation remains elevated at around 55× earnings.
THE REAL KSB THESIS
- KSB is not a pure shipbuilding play.
- Core business remains the foundation, while Navy + shipbuilding + nuclear provide additional growth optionality.
- The key trigger is marine revenue scaling toward ₹100 Cr+, while nuclear and core industrial businesses continue compounding.
KEY TAKEAWAY
- KSB = Pumps + Valves + Nuclear + Marine + Aftermarket.
- The opportunity is a high-quality industrial compounder with emerging marine and nuclear optionality, but earnings growth and margin recovery need to justify the premium valuation. | 1 606 |
| 10 | KSB LTD | 1 406 |
| 11 | No text... | 756 |
| 12 | Valuation comparison across New age companies Listed in India
source: Bloomberg, MOFSL | 3 051 |
| 13 | Vinati Organics: with more & more Ibuprofen players getting backward integrated, IBB merchant market demand to decline. | 1 605 |
| 14 | Just five stocks, HDFC Bank, ICICI Bank, Reliance, Bharti Airtel and L&T, account for ₹36.43 of every ₹100 invested in the Nifty 50. | 1 732 |
| 15 | No text... | 1 448 |
| 16 | NSE के कुछ बड़े निवेशक
Few Big Names Holding NSE Sizeable Shares
1. Radhakishan Damani - 1.58%
2. Sunil Kant Munjal - 0.41%
3. S. Gopalakrishnan - 0.38%
4. Siddharth Balachandran - 0.27%
5. Vanaja Sundar Iyer - 0.18%
6. Siddharth Iyer - 0.15%
7. Lata Bhanshali - 0.15%
8. Bharat Taparia: 0.09%
9. Vipul Jayantilal Modi: 0.08%
10. Damani Estate And Finance: 0.07%
11. Dolly Khanna: 0.06% | 2 107 |
| 17 | ROE vs ROCE 📊
ROE and ROCE are both important profitability ratios, but they measure different aspects of a business. | 2 181 |
| 18 | No text... | 1 692 |
| 19 | HBL ENGINEERING | MULTI-CAPEX TECHNOLOGY PLATFORM 🚢
BUSINESS & STRUCTURAL THEMES
- HBL is positioned across 7+ structural capex themes:
- 🚆 Railways: KAVACH, TMS, CTC & railway batteries.
- 🛡 Defence & Aerospace: Aircraft, missile, torpedo & submarine batteries.
- 🔋 Energy Storage: Li-ion, Ni-Cd & industrial batteries.
- ⚡️ E-Mobility: Motors, controllers, BMS & complete electric drivetrains.
- 🚢 Green Shipping: Marine batteries & electric propulsion.
- 🌊 Underwater Defence: Underwater electronics & sonar development.
- 🖥 Data Centres: High-reliability PLT batteries.
- 🌍 Exports: Global industrial & defence opportunities.
FY26 FINANCIAL PROFILE
- Revenue: ₹3,303 Cr
- PAT: ₹814 Cr
- Operating Margin: ~34%
- ROCE: ~58%
- ROE: ~45%
- Operating Cash Flow: ₹738 Cr
- Leverage: Very low
GREEN MARITIME | FROM TECHNOLOGY TO COMMERCIAL ORDER
- HBL has partnered with Cochin Shipyard in a 60:40 JV — Green Maritime Propulsion Pvt Ltd.
- JV has already placed an order on HBL for batteries for 2 electric tugs.
- Marine opportunity can potentially expand from:
Electric Tugs → Ferries → Inland Vessels → Hybrid/Electric Propulsion
- Key shift: Technology opportunity → Customer ecosystem → Initial commercial order.
UNDERWATER ELECTRONICS + DEFENCE
- HBL is pushing into underwater electronics, with potential commercialisation around FY28.
- Electronic-fuze programmes are progressing through qualification.
- Creates additional optionality beyond the existing battery business.
KAVACH | NEAR-TERM ENGINE
- KAVACH remains an important near-term growth/earnings opportunity.
- Railway modernisation provides multiple potential demand drivers across signalling, train management and railway battery systems.
THE BIGGER THESIS
- Existing cash-generating businesses can potentially fund the next generation of growth.
- Railways → Defence → Batteries → EVs → Green Marine → Underwater Electronics → Data Centres
- This creates multiple independent capex cycles supporting the same technology platform.
WHY HBL IS INTERESTING
- Not simply a battery company.
- High ROCE + strong cash generation + low leverage provide a strong base for investing into new businesses.
- The bigger opportunity may be the number of emerging businesses that can become meaningful revenue contributors over time.
KEY TAKEAWAY
- HBL sits at the intersection of Railway + Defence + Energy Storage + EV + Shipbuilding + Green Maritime + Data Centre capex themes.
- The key thing to track is not just today's revenue, but whether today's investments and qualifications convert into tomorrow's large revenue pools and sustained optionality. | 2 209 |
| 20 | No text... | 1 867 |
