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Fundamental Analysis (Long term)
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Channel Fundamental Analysis (Long term) (@fundamental3) in the English language segment is an active participant. Currently, the community unites 45 446 subscribers, ranking 2 551 in the Economy & Finance category and 8 651 in the India region.
π Audience metrics and dynamics
Since its creation on Π½Π΅Π²ΡΠ΄ΠΎΠΌΠΎ, the project has demonstrated rapid growth, gathering an audience of 45 446 subscribers.
According to the latest data from 15 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by -141 over the last 30 days and by -2 over the last 24 hours, overall reach remains high.
- Verification status: Not verified
- Engagement rate (ER): The average audience engagement rate is 7.02%. Within the first 24 hours after publication, content typically collects 5.13% reactions from the total number of subscribers.
- Post reach: On average, each post receives 3 191 views. Within the first day, a publication typically gains 2 331 views.
- Reactions and interaction: The audience actively supports content: the average number of reactions per post is 4.
- Thematic interests: Content is focused on key topics such as margin, revenue, capacity, expansion, fy27.
π Description and content policy
The author describes the resource as a platform for expressing subjective opinions:
βhttps://t.me/+Rn8RmYm0XMZTagXs
I'm not a SEBI registered advisor,the information provided by me is for educational purposes only.You are responsible for all investment decisions,plz note that I dont provide any tips/stock suggestion.β
Thanks to the high frequency of updates (latest data received on 16 June, 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.
45 446
Subscribers
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Posts Archive
TRUMP WARNS βALL HELL WILL RAIN DOWNβ IF IRAN PURSUES NUCLEAR WEAPONS
Global Battery Chemicals Market
Market Growth
- Current size: ~$14 Bn
- Potential size: $115+ Bn by 2030
- Massive expansion ahead
- Strong structural demand
Key Drivers
- Electric vehicle adoption
- Renewable energy storage
- Grid-scale batteries
- AI infrastructure growth
Industry Trends
- Rising battery demand
- Supply chain localization
- Higher chemical consumption
- Capacity expansion globally
Beneficiary Segments
- Battery materials
- Specialty chemicals
- Energy storage ecosystem
- Raw material suppliers
Key Takeaway
- Battery chemicals is a high-growth theme
- EVs and energy storage remain core drivers
- AI data centers add new demand layer
Coal Gasification Value Chain
Feedstock Players
- NLC India
- GMDC
- NTPC
- Key coal/lignite suppliers
Engineering & EPC
- Engineers India (EIL)
- L&T
- Power Mech
- SEPC
Technology & Equipment
- BHEL
- Thermax
- JNK India
- Kirloskar Pneumatic
Industrial Consumers
- Deepak Fertilisers
- RCF
- Sarda Energy
- Jindal Stainless
Chemical Beneficiaries
- Balaji Amines
- Alkyl Amines
- Methanol derivatives
- Higher value-add segment
Supporting Plays
- Linde India
- INOX Air Products
- GAIL
- Aegis Logistics
Key Takeaway
- Chemicals offer highest value creation
- EPC & technology players benefit early
- Feedstock players gain from scale-up
- Coal β Syngas β Chemicals is the core theme
Sudeep Pharma Deep Dive
Core Strength
- Regulatory moat built over 30 years
- Only USFDA-approved mineral API player in India
- Among few global CEP holders
- High entry barriers
Business Segments
- Pharma & food ingredients
- Specialty nutrition products
- Battery materials opportunity
Battery Optionality
- 25,000 TPA iron phosphate plant
- Dahej commissioning by CY2027
- Targets LFP battery market
- Green manufacturing process
Growth Drivers
- Nandesari expansion coming online
- NSS acquisition boosts EU access
- Global customer validations underway
- Revenue growth expected to accelerate
Financial Profile
- FY26 revenue βΉ642 Cr
- PAT βΉ174 Cr
- EBITDA margin 34.6%
- Net D/E only 0.17x
Key Risks
- Rich valuation at 49x PE
- Execution of new capacities
- Battery business still scaling
- IPO largely OFS
Key Takeaway
- Strong regulatory moat
- Battery segment adds optionality
- Execution and valuation remain key
@Stockupdate9
+2
3 Stocks Worth Tracking
KSH International
- HVDC transformer wire supplier
- CTC market leader in India
- Capacity doubling by FY27
- Debt reduction underway
- Power sector tailwinds
Beta Drugs
- Oncology-focused pharma player
- API and CDMO presence
- IVF acquisition driving growth
- New product launches planned
- Targets βΉ900 Cr revenue by 2030
Divgi TorqTransfer
- Transfer cases and EV systems
- Strong OEM order pipeline
- Indonesia pickup program
- Export opportunities expanding
- EV capacity utilization rising
Common Theme
- Multiple growth triggers
- Capacity expansion underway
- Sectoral tailwinds supportive
- Long runway for growth
Key Takeaway
- KSH: Power capex play
- Beta: Pharma growth story
- Divgi: Auto & EV opportunity
ROCE: Direction Matters More Than Level
Core Insight
- High ROCE alone isn't enough
- Rising ROCE is more important
- Market rewards improvement
- Trajectory drives rerating
Multibagger Categories
- High ROCE sustaining: 38%
- ROCE inflecting upward: 42%
- ROCE turnaround: 20%
Most Powerful Setup
- ROCE rising for 2 years
- Higher multibagger probability
- Improvement often underpriced
- Creates rerating potential
Examples
- Compounders: Eicher, Tata Elxsi
- Inflection: Deepak Nitrite, CDSL
- Turnarounds: CG Power, Suzlon
Investor Lesson
- Don't chase perfection
- Track ROCE trend closely
- Focus on business improvement
- Look for early inflection
Key Takeaway
- Direction > Absolute ROCE
- Improving businesses outperform
- Markets reward positive change
Stock Stats | Stock info | Infographics
@Stockinfo333
Companies Forecasting 30%+ Growth
V-Marc India
- Targets 40%+ growth
- FY27 guidance 40%+
- Margins at 11-12%
- Large capacity expansion
Fineotex Chemical
- Strong 5-year outlook
- Targets 28-30% growth
- Expansion into new verticals
- US acquisitions key driver
Kwality Pharma
- Revenue doubling planned
- Over next 3 years
- FY29 target βΉ1,000 Cr+
Shadowfax Technologies
- Growth guidance 28-30%
- Focus on sustainable scaling
- Moderating from FY26 pace
R R Kabel
- Volume CAGR target 18%
- FY27 growth 16-18%
- Aims to beat industry
Key Takeaway
- V-Marc most aggressive
- Pharma names scaling fast
- Capacity expansion supports growth
- Execution remains critical
1100++ Concall Highlights for Q4FY26
@Concalls3
Wealth Management - To grow at 20% CAGR from FY26-30 π₯
Nuvama Wealth
Anand Rathi Wealth
360 One Wealth
Motilal Oswal in focus.
Nuvama and Motilal Oswal cheapest in the lot.
Insecticides , MD Says - NDTV PROFIT
There Is A Slight Delay In Rainfall
Rain Plays A Very Important Role For The Industry
Working On Rice & Soyabean Products
Indeed, Rain Has Been Delayed This Year
Expect Double-Digit Growth In This Year
Working For Some Contract Based Businesses
Expect Decent Growth From Export Businesses
Dry Crops Like Cotton, Groundnut Seem More Risky
Will Launch Products In Rabi And Kharif Season
Will Take Maximum Advantage Of Dahej Unit
Vedanta's Anil Agarwal sees each demerged business crossing $100 billion in value
FM Nirmala Sitharaman Flags Global Headwinds, Says India Faces Challenges From Forex, Crude Oil And Fertiliser Price Volatility; Reiterates Push To Attract More Foreign Capital Through Calibrated Reforms
32 QUALITY MIDCAP STOCKS TO STUDY & TRACK π₯π₯π₯
βͺοΈ Neuland Laboratories
βͺοΈ HFCL
βͺοΈ MCX
βͺοΈ Cupid
βͺοΈ Netweb
βͺοΈ TD Power
βͺοΈ MTAR Technologies
βͺοΈ Kalyan Jewellers
βͺοΈ Emmvee Photovoltaic
βͺοΈ Syrma SGS
βͺοΈ Hindustan Copper
βͺοΈ Sona BLW
βͺοΈ PhysicsWallah
βͺοΈ Aditya Infotech
βͺοΈ Angel One
βͺοΈ Premier Energies
βͺοΈ R R Kabel
βͺοΈ CRISIL
βͺοΈ Coforge
βͺοΈ Wockhardt
βͺοΈ GRSE
βͺοΈ Sansera Engineering
βͺοΈ Craftsman Automation
βͺοΈ HBL Engineering
βͺοΈ Apar Industries
βͺοΈ Gland Pharma
βͺοΈ Kirloskar Oil Engines
βͺοΈ KEI Industries
βͺοΈ Aster DM Healthcare
βͺοΈ CDSL
βͺοΈ Emcure Pharmaceuticals
βͺοΈ Glenmark Pharmaceuticals
Midcap companies often sit in the sweet spot between stability and growth. Many businesses in this segment are established leaders in their respective industries while still having significant room for expansion.
Tracking and studying quality midcaps helps investors understand emerging industry trends, management execution, earnings growth, capacity expansion, and potential future large-cap opportunities.
DISCLAIMER
The above list is prepared solely for educational, learning, and tracking purposes. This is not a buy, sell, or hold recommendation. Please conduct your own research before making any investment decisions.
Cholamandalam Investment: Management Commentary
Growth Guidance
- FY27 AUM growth maintained
- Guidance at 21-23%
- Growth outlook remains strong
Interest Rate Outlook
- Expects repo hike in H2
- Monitoring rate environment
- Confident despite uncertainties
Margin Outlook
- No NIM impact expected
- Rate hikes manageable
- Profitability outlook stable
Diesel Price Impact
- Limited loan book impact
- Customers can pass costs
- Business model remains resilient
Management Confidence
- Guidance remains achievable
- Growth visibility remains healthy
- Execution confidence unchanged
Key Takeaway
- Strong growth outlook intact
- Margins expected to remain stable
- Management remains confident
+3
Anupam Rasayan: Key Management Interview Takeaways
Technology Leadership
- First to commercialize ETFA globally
- Uses continuous flow chemistry
- Enhances safety and quality
- Improves environmental footprint
ETFA Opportunity
- TAM estimated at $500-600 million
- Targets 10-15% market share
- Revenue potential exceeds $15 million
- EBITDA margin above 25%
Flow Chemistry Expansion
- Applying technology across chemistries
- Nitration applications under development
- Chlorination opportunities progressing
- Three products already in pipeline
Growth Outlook
- Revenue CAGR guidance unchanged
- Targets 20-30% CAGR
- Guidance considered conservative
- Visibility remains strong
Order Book Strength
- Order book exceeds $1.6 billion
- Supports long-term growth visibility
- Provides revenue certainty
- Strong demand environment
Key Growth Segments
- Pharma remains major driver
- Polymer business gaining traction
- ETFA supports future growth
- Sitagliptin and Pyrosulfone important
Bliss GVK Integration
- Utilization around 30% currently
- Targeting 60-70% utilization
- Expected over two-three years
- Significant operating leverage potential
Capital Allocation
- Focus on debt reduction
- Strengthen balance sheet first
- Cash flows prioritized internally
- No immediate acquisition plans
Key Takeaway
- Technology differentiation remains strong
- Large order book supports growth
- ETFA could become meaningful driver
- Balance sheet focus continues
VEDANTA Management says
Each company to have own leadership and own board
Unlocking value through Vedanta demerger
Demand for critical metals to benefit Vedanta
Al adoption to be the integral to natural resources companies
High-Growth Stocks (30β50% CAGR Focus)
Consumer & Retail
- Shanti Gold International
- PNGS Gargi Fashion Jewellery
- Veranda Learning Solutions
- Jyoti Resins & Adhesives
- Sunrakshakk Industries
Real Estate & Infrastructure
- Shriram Properties
- Arvind Smartspaces
- Denta Water & Infra
- SPML Infra
- Sanghvi Movers
Manufacturing & Industrials
- Macpower CNC Machines
- Hariom Pipe Industries
- Dhabriya Polywood
- Sandhar Technologies
- Awfis Space Solutions
Chemicals & Specialty Materials
- Platinum Industries
- JG Chemicals
- Tinna Rubber & Infrastructure
- Carysil
Energy & Services
- Asian Energy Services
- Basilic Fly Studio
Key Growth Themes
- Capacity expansion driving growth
- Strong order books supporting visibility
- Premiumization improving margins
- New products expanding opportunities
- Sector tailwinds remain favorable
Highest Management Growth Targets
- Platinum Industries: 35%+ CAGR
- Veranda Learning: 3-4x expansion
- Shanti Gold: 35-40% growth
- PNGS Gargi: ~35% CAGR
- Shriram Properties: ~36% CAGR
Key Takeaway
- Focus on execution consistency
- Monitor guidance delivery quarterly
- Order books remain critical
- Capital allocation needs tracking
- Growth quality matters most
New Stocksip with 5k
@New_Stocksip
+2
AXISCADES Technologies
AXISCADES 3.0
2025 β FY2030 The Transformation
Power 930:
βΉ 9,000 Cr / βΉ 960 Cr PAT by FY2030
Sharp focus on four pillars:
β’ Aero Manufacturing
β’ Defence Solutions
β’ Hardware-Driven AI Solutions
β’ Space System Manufacturing
