Finage Freemium

Healthcare & Pharma 🏥

✓ Expectation: Higher budget allocation for pharma & hospitals. ✓ Stocks to Watch: Apollo Hospitals, Dr. Reddy’s, Cipla.

Real Estate & Housing 🏗️

✓ Expectation: GST simplification & incentives for affordable housing. ✓ Stocks to Watch: DLF, Godrej Properties, Sobha.

Travel & Tourism ✈️

✓Expectation: Government push for tourism & hospitality development. ✓Stocks to Watch: IRCTC, Indian Hotels, EIH.

Education & EdTech 📚

✓ Expectation: Possible policy boost for higher education & online learning. Stocks to Watch: NIIT, Zee Learn.

Defense & Atmanirbhar Bharat 🛡️

✓Expectation: Continued focus on self-reliance in defense manufacturing. ✓ Stocks to Watch: Bharat Electronics, Hindustan Aeronautics, Cochin Shipyard. Key Takeaway: Budget could impact these sectors.

Do your own research before investing!

Budget 2025 expectations and potential stock market impacts:

Agriculture & Rural Economy 🌾

✓Expectation: 15%+ budget hike to boost rural development & food security. ✓Stocks to Watch: Chambal Fertilizers, UPL, PI Industries.

Consumer Goods (FMCG & Auto) 🛒🚗

✓Expectation: Potential income tax relief could boost consumer spending. ✓Stocks to Watch: Hindustan Unilever, Maruti Suzuki, Britannia.

Infrastructure & Capex 🚧

✓Expectation: Moderate capex growth (~10%) balancing fiscal prudence. ✓Stocks to Watch: L&T, Ultratech Cement, IRB Infra.

Manufacturing & PLI Scheme 🏭

✓Expectation: Expansion of Production-Linked Incentive (PLI) schemes. ✓Stocks to Watch: Dixon Technologies, Tata Motors, Bharat Forge.

PSU Stocks 🏦

✓Expectation: Govt to invest $1.5B in select PSUs; no major privatization push. ✓ Stocks to Watch: LIC, BHEL, Hindustan Aeronautics.

Comparing the CNX Smallcap Index to the Nifty Index over a long-term monthly timeframe.

-- RSI dropping below the midline (~50) would confirm weakening momentum. For now, it suggests a consolidation or pullback phase. -- A mix of large & mid cap stocks might offer better risk-adjusted returns in the current environment. 🤗

🚢 New Stock Analysis Report:-

Available exclusively for Telegram Members! 🔍 In this report, you’ll get: ✓ Key insights into the company's business model and growth trajectory. ✓Fair value analysis and projections to help with your investment decisions. ✓Potential opportunities based on current market trends. 📈 Access the full report here: Click Here Disclaimer: This report should not be construed as financial advice. Do research further before making investment decisions.

Already, We have Updated Stock's Fair Value to our Premium FINAGE Community. Join Finage and Get access to FV Sheet -- Do Learn the Above Article & analyse Further! 🤗

TRANSRAIL LIGHTING LTD.

The P/E ratio, at the current price , stands at 36 times its trailing twelve months earnings. The price to book value (P/BV) ratio at current price levels stands at 6.5 times, while the price to sales ratio stands at 1.7 times. ✓ Based on the Best case Scenario Stock Looks Undervalued! ✓ Management is Optimistic about Future Growth! Read Further 📚 (Not a Recommendation)

Already, We have Updated One Stock's Fair Value to our Premium FINAGE Community. Join Finage and Get access to FV Sheet -- Do Learn the Above Article & analyse Further! 🤗

Summary:-

Nilesh Shah, a prominent Indian investor, believes Indian companies specializing in precision engineering, particularly those manufacturing components for robots, have significant growth potential. Comparison: He draws parallels to the explosive growth of the Indian IT and pharmaceutical sectors in the past. Growth Potential: India can become a global supplier of precision components for robots. Strong domestic demand for robotics solutions is expected to emerge. Disclaimer: This information is for general knowledge. https://www.ndtvprofit.com/markets/2025-nilesh-shah-picks-precision-engineering-companies-as-next-big-theme

Industry Spotlight:- Was Shared In our Premium Community 15 Days Back Itself! Finage Joining Details This is a high-impact sector with long-term Potential, backed by Govt. One of the Stock from the Report Moved 30% & There are Some Other Stocks Related to Kavach Also Shared in the Report Read the Report & Stay Ahead 😊

EMS is One of the Stock which We Analysed and Entered

Reason For Entry

- Management Guidance - Water Theme - Government Initiatives Captured 20% Gain 🌅 ---------👇🏽 Still, It has the potential 🌪 But, As of Now & As per our valuation... It reached our Fair value And understand this thing, Fair Value is Not a Target - Fair value keep on Changing based on the Market dynamics & Results - Holding purely depends on one's potential and Requirements 👍

Hi guys! Welcome to our Finage Freemium 🌱

Here, what will you get 👇🏽

- Stock valuations - Fair Value of Some Stocks which We Analyze - Order book update and Management guidance  - Will share few stocks from our Premium Finage Investor Community  - Also, Some stocks which We Personally Invest  Disclaimer : Do further analysis before making any choices and these are not recommendations!