RSBN Wealth πππ° | Multibagger Stocks
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SEBI Registered Research Analyst Long-term Investment Ideas and study Call us 9310750107 All Rights Reserved. Ping us @rohits_bn for more details
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Channel Posts
Helios Small Cap, August portfolio is out.
Fresh buys:
- ACE
- Concord Biotech
- Gaja
- Kennametal
- Lalithaa Jewellery
- Netweb
- PB Fintech
- RBA
Exits:
- Aadhar Housing
- BSE
- Black Box
- Lemon Tree Hotels
The fund now manages 1,455 Cr with an NAV of Rs 11.71.
| 2 | Pennar ind US order book at the end of 31st March 2026 = $63 million.
US order book at end of 30th June 2026 above is above $100 million. Also, India's PEB has the highest order backlog of 1000+ crore vs 800 cr QoQ.
Most of the order wins are from Data centre capex across India and US. | 17 |
| 3 | Copper Prices Reach Record High Of Over $14,530 Per Ton On LME | 43 |
| 4 | Apollo Micro Systems Ltd
Upside BO after consolidation phase π | 48 |
| 5 | NATIONAL ALUMINIUM COMPANY LIMITED: CO. SIGNS TECHNOLOGY PARTNERSHIP AGREEMENT WITH EMIRATES GLOBAL ALUMINIUM FOR DX+ ULTRA SMELTING TECHNOLOGY; EXPANSION PROJECT TO ADD 0.5 MILLION TPA CAPACITY AT ANUGOLA, ODISHA | 49 |
| 6 | GE Vernova T&D India: Emerges As L1 Bidder For Design & Establishment Of HDVC LCC Terminal ; Bags Order For 6,000 MW HVDC Contract From Power Grid | 51 |
| 7 | Sterlite Technologies' 'Lakshya' target of achieving 27% EBITDA margin by FY29 - which 'Dhurandhar' lever will do the heavy lifting : Utilisation, mix, or pricing?
MD Ankit Agarwal says that while it'll be a mix of all 3, they will focus more and invest heavily in R&D as it will turn out to be the biggest requirements of data centres - listen in
Full interview: https://youtu.be/deDwH9Tpm4I?si=JjFkrPUNcDfn0rwJ | 62 |
| 8 | SHYAM METALICS : AUGUST 2026 SALES UPDATE π
β’ Stainless Steel sales: β 16.44% YoY
β’ Aluminium Foil sales: β 27.41% YoY
β’ Carbon Steel (Flat) sales: β 114.14% YoY | 57 |
| 9 | SYRMA SGS Management tone was bullish during recent interacrion.
Some interesting takeaways π
πΉ Elemaster Joint Venture
β’ βΉ50β70 Cr revenue expected this year
β’ Potential to scale to βΉ450β1,000 Cr in 3β5 years π₯
β’ 12β13% margins β ~200β300 bps higher than core business π₯
β’ Initial investment: only ~βΉ55 Cr
π Guidance upgraded
β’ FY27 revenue growth target raised from 30% β 35% π₯
β’ Management could revise this further after Q2
β’ EBITDA margin guidance maintained at ~10.5%
More importantly, the JV gives Syrma access to high-reliability industrial, railway & medical electronics and potentially Elemasterβs global OEM ecosystem.
With strong order visibility + new growth engines, Syrmaβs growth runway looks increasingly interesting. π₯ | 62 |
| 10 | PCBL, HSCL in Focus (Philip Carbon, Himadri Chem)
Chinese Carbon Players announce price hike in Carbon Black products
YoY Carbon Black prices are up 26.5% due to rising costs and logistics issue
Big CHINESE player Jiangsu Youcai issued a carbon black price adjustment notice, and the industry price has entered an upward channel | 54 |
| 11 | TEJAS HFCL IN FOCUS GOVT READIES TELECOM PLI SUCCESSOR WITH SIGNIFICANT OUTLAY AND COMPONENTS FOCUS, TARGETS Q1 FY28 ROLLOUT - MC (HFCL, TEJAS NETWORK) | 50 |
| 12 | JYOTI GLOBAL ; Jyoti Global Plast Limited Secures Orders Worth βΉ8.63 Crore from Paras Defence and Space Technologies Limited, strengthening its Defence and Aerospace Portfolio Orders reinforce the Company's growing precision-engineering capability for the defence and aerospace sector | 53 |
| 13 | TEJAS , HFCL , STERLITE ; BUZZ OF TELCOME PLI ; REPORTS π’ | 53 |
| 14 | Sanathan Textiles:
FY27 Guidance
Revenue βΉ5700β5800 cr
EBITDA βΉ530β550 cr
FY28 EBITDA could move towards at βΉ800β900 cr.
Net debt has peaked out!
https://youtube.com/watch?v=v-2bhTCcasc | 55 |
| 15 | WABAG secures repeat order from RIL | 54 |
| 16 | Tea Stocksππππ
Govt considering FDI liberalisation in plantation sector-100 per cent FDI under automatic route is permitted in the tea sector, including tea plantations, coffee, rubber, cardamom, palm and olive oil tree plantations. | 60 |
| 17 | FIRST TIME IN AT LEAST 11 FINANCIAL YEARS:
More Equity F&O traders LEFT the market than JOINED in FY2026 | 77 |
| 18 | IRAN WARNS US: RESPONSE TO FUTURE ATTACKS WILL BE βFASTER, HEAVIER AND MORE PAINFULβ
Iranian Parliament Speaker Mohammad Baqer Qalibaf warned that the βrules of the gameβ have changed, saying any future attack on Iranβs interests or security will trigger a faster, heavier and more painful response. | 81 |
| 19 | Lucky 9!-September 09!
6 IPOs Open!
Apple IPhone -18 Launch
Lot Of Fund Raise Announcments
Why?
In numerology and many cultures (especially Chinese tradition, where 9 sounds like "long-lasting"), the number 9 symbolizes wisdom, the completion of old cycles, and eternal good fortune.
The repetition of the number 9 on the 9th day of the 9th month acts as a energetic gateway for karmic release, fresh starts, and manifesting abundance | 83 |
| 20 | πͺ GOLD RISES ~75% OF THE TIME WHEN US DOLLAR FALLS
β’ π Historical data shows gold has risen nearly 75% of the time when the US Dollar declined.
β’ π΅ The relationship between gold and the US Dollar has typically been inverse.
β’ π Dollar weakness can provide a tailwind for gold, potentially supporting higher gold prices.
β’ π The historical relationship is not absolute, but a weaker dollar has generally been a supportive factor for gold. | 83 |
