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Publicaciones del Canal
HUGE LIST OF CIRCUIT LIMIT REVISION 😱
Some key Circuit Filter revisions ✅
Change to 20%
Aegis Logistics
Aeroflex Inds
Avadh Sugar
BlackBox
BluSpring
Fineotex FCL
GEPIL
Genesys
Glasswall
GNG electronic
IZMO ltd
MSTC Ltd
MV Electro
Paras Defence
Silvertouch
Change to 10%
CP Plus
DeeDev
IndoMIM
KRN Heat
QPower
RBA Ltd
SMLmahindra
SudeepPharma
| 2 | Sometimes, I get surprised with the data like-
1- South Korean market has gone up by 72% in this calendar year despite FPIs sold stocks worth $126 billion.
2- Taiwan market has gone up by 64% despite FPIs sold stocks worth $37 billion.
3- Whereas Indian market, FPIs sold shares worth $27 billion but market has also gone down by 18%.
South Korean market is up by 72% despite FPIs huge selling, had anyone told you in the beginning of the year that FPIs would sell heavily, you would have not imagined that market would go by 72%.
Sometime, data surprises big time. | 149 |
| 3 | Excellent result from Rentomojo
Sales up 51.1% to 126.3 Cr
Ebita up 50.2% to 52.3 Cr
PAT up 71.8% to 21.9 Cr
( excluding 11.3cr fire damage)
Warehouse+ refurbishments
Experience centres + retail
Digital Apps+Omnipresence
this rental business still in nascent stage | 163 |
| 4 | Chinese CCTV Banned in April 2026
CP PLUS Price in April = 1800
CP PLUS CMP = 4000 Almost
Simple investing if we relate policy | 208 |
| 5 | RATNVEER PRECISION ENGINEERING – CCL GROWTH STORY
Growth Targets
- CMP: ₹345
- FY27 revenue target: ₹1,350 Cr
- FY28 revenue target: ₹1,800 Cr
- FY29 revenue target: ₹2,500 Cr
- FY29 EBITDA margin: 13.5%
- FY29 PAT margin: 10.5%
- Implied FY29 PAT: ~₹263 Cr
- CMP implies ~11× FY29 PAT
CCL – New Growth Engine
- Entering Copper Clad Laminates
- CCL is key PCB raw material
- India remains largely import-dependent
- 5 production lines planned
- Capacity: 80 lakh sheets annually
- Full capacity targeted by FY29
- Revenue potential: ₹750 Cr
- Target EBITDA margin: 20%
- Target PAT margin: 13%
- Approved capex: ₹338 Cr
- Capex supported under ECMS/PLI
Why CCL Matters
- India has significant CCL supply gap
- Imports face long delivery timelines
- Company targets early domestic production
- Full capacity equals 2–2.5% market
Key Takeaway
- Revenue targets imply strong growth
- CCL adds a new growth engine
- Import substitution creates opportunity
- Execution remains the key risk
- Valuation depends on target achievement | 268 |
| 6 | Why would any FII invest in india?
Let's say fii brings 1000 dollars when dollar to rs was 90
So he invests 90000
Let's say nifty gives 10 percent
So now he has 99000rs
He books 9000
Bloodsucking Govt takes 12.5 or 20 percent.
So he is left with 7875 if it's after a year.
Now dollar reaches 96.
So he changes 97875 to dollar
He gets 1019
That is return of 1.9 percent
If there are brokerages, transaction charges , dollar rs conversion charges. Then poor FII is in loss even if nifty gives 10 percent.
So tell why will FII invest in india? | 318 |
| 7 | Direct beneficiaries of GEC-III scheme (Rs 1.36L cr InSTS via TBCB + Rs 50k cr for 50 GWh BESS):
Transmission/EPC: Adani Energy Solutions, Power Grid, KEC International, Kalpataru Projects, Techno Electric.
Equipment: Hitachi Energy India, GE Vernova T&D, Siemens Energy.
BESS: Adani Green, Tata Power, JSW Energy, ACME Solar, Exide, Amara Raja, Waaree Energies, Reliance New Energy.
Proxy: RE developers (better evacuation) like NTPC Green; tower/conductor makers. | 324 |
| 8 |  Focus on BESS Sector Stocks 🔥🔥 | 289 |
| 9 | ESDS SOFTWARE
AI GPU Revenue: Sharon AI GPU revenue expected to begin from Q3 FY27
What to Track Quarterly
Sharon AI GPU revenue contribution.
GPU utilization rates.
Order book growth toward ₹3,000 crore.
Data-center capacity additions.
EBITDA/PAT margins after GPU business starts.
Revenue run-rate moving toward ₹1,000+ crore annually. | 322 |
| 10 |  20 Yr Performance of Major Asset Classes | 281 |
| 11 |  Sin texto... | 309 |
| 12 | India's new economic model:
Pay taxes → Government collects money → Election comes → Freebie announced → Vote secured → Borrowing increases → Future taxpayer pays. | 270 |
| 13 | 25-Year SIP Performance : >15% XIRR
• Nippon India Growth Mid Cap - 20.63%
• Franklin India Mid Cap - 18.43%
• HDFC Flexi Cap - 18.11%
• HDFC Value Fund - 16.95%
• DSP Large & Mid Cap - 16.92%
• Quant Multi Cap - 16.72%
• Franklin India Flexi Cap - 16.67%
• ICICI Pru Multi Cap - 16.68%
• ABSL Flexi Cap - 17.02%
• ICICI Pru Large & Midcap - 16.09%
• HDFC Large Cap - 16.06%
• Quant Small Cap - 15.96%
• Nippon India Vision L&M - 15.71%
• Tata Large & Midcap - 15.57%
• ICICI Pru Aggressive Hybrid - 15.58% | 329 |
| 14 | 25 Year Mutual Fund Study : >20% CAGR
1. Nippon India Growth Mid Cap - 25.12%
2. Franklin India Mid Cap - 23.43%
3. HDFC Flexi Cap - 21.82%
4. Nippon India Vision Large & Midcap - 21.12%
5. DSP Large & Mid Cap - 20.69%
6. ABSL Flexi Cap - 20.50%
7. Franklin India Flexi Cap - 20.17%
8. HDFC Large Cap - 20.05% | 272 |
| 15 | One datapoint explains why HVDC could become important in India’s next T&D cycle.
Planned HVDC capacity addition:
FY23–27: +1 GW
FY28–32: +32.25 GW
India is effectively planning to add HVDC capacity equivalent to nearly its existing base in just five years. | 347 |
| 16 | If you wondered where does ISRO shows up in a listed company's numbers?
ISRO + Indian Railways built RTIS, satellite tracking for every train.
Zetwerk is the integrator (bought Pinaka in 2022). Avantel makes the devices.
Mar: ₹460 cr rate deal
Jun: ₹84 cr firm order
Today: ₹177 cr firm order
~220cr worth orders must be delivered by March 2027, about 6 months away. That's approximately a full year's revenue in half a year. If Avantel delivers on time, the next two quarters should look very strong.
Zetwerk itself has filed for a 2600cr IPO. | 303 |
| 17 | SECTORS TO WATCH
Deep Industries, HOEC, Dolphine Offshore, Jindal Drilling, Antelpus, Seamec- ONGC Strikes Gas In Mahanadi Deepwater Under Samundra Manthan
L&T, KEC, Dee, Anup Engineering, Steel/DI Pipe Exporters, Cyrogenic, Engineers India Etc- Trump to propose $5B fund to rebuild Middle East energy infrastructure
Dairy Stocks- Parag Milk- To scale up Paneer capacity 4X to 80 MT/Day
Symbiotec Pharma, Augmont-Weak Q1
Lumino-Inline Q1
Hindustan Copper-Rs 7000cr capex for next 5-6 years
Pace Digitek, Waaree Energies-Order win
Aarti Pharmlabs-Unifi Capital brought 9.15lk shares
Speciality Restaurants, Cupid, Greenpanel-Promoter buying
Pine Labs-Block deal | 427 |
| 18 |  Bodal chemical, Kiri industries, bhageria industries continue to fly due to Relentless price rice of H-ACID🔥🔥🔥🔥🔥🔥🔥🔥🔥 | 310 |
| 19 | STOCKS TO WATCH
POSITIVE
Solar Industries, Kalyani Forge, Drone Stocks-Europe tensions rise
GNFC, Deepak Fertilizers-Saudi Aramco has cut term crude to India
Welspun Corp-Associate Co Saudi Aramco-Rs 2000cr order
Embassy Developments-Rs 160cr fund raise approved
Tata Steel-Gets Calcutta High Court protection order
Mazagaon Dock-MoU announcement with NSHIPAP (anchor shipyard)
GR Infra-To build Agra-Gwalior road-project cost Rs 4,263cr
Avalon Tech, Pinelabs, SJS Enterprises, SKF-Vanguard buy
Entero Healthcare Solutions-HDFC MF buy
Apollo Pipes-Enters ceramic tiles sector through Mazzini Tiles
Concord Biotech-BM for bonus issue on Sept 23
NEGATIVES
Lenskart-Block deal | 345 |
| 20 | ₹10,000 invested in the Nifty Midcap 150 TRI in April 2005 became:
₹3,00,810 by August 2026.
That's a 17.23% CAGR.
And the gap gets bigger.
✅️Miss the best 10 days: ₹1,54,804
13.65% CAGR
✅️Miss the best 30 days: ₹66,638
9.26% CAGR
✅️Miss the best 50 days: ₹33,258
5.77% CAGR | 316 |
