اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
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پستهای کانال
| 2 | COS DEVELOPMENT ☑️
ADANI PORTS & SEZ 🚢🤖
EXPANDS PARTNERSHIP WITH KALERIS TO ACCELERATE AI-LED PORT OPERATIONS 🚀📈
• Adani Ports has expanded its strategic partnership with U.S.-based Kaleris to deploy AI-powered terminal operating and optimization solutions across 15 container terminals spanning 9 ports.
• The company plans to invest up to USD 100 million in automation and optimization through this collaboration as part of its broader USD 850 million technology and decarbonisation roadmap.
• The AI-led platform is expected to improve operational efficiency, with productivity gains of up to 20% in RTG cranes and 14% in terminal trucks, while supporting faster vessel turnaround and cargo movement.
• The initiative aligns with APSEZ’s ambition to unlock 91 MMT of additional capacity by 2030 and achieve 1 billion tonnes of annual cargo handling capacity through technology-driven growth. | 126 |
| 3 |  🚀 Exciting news for all!
Your favourite algos now have another home for execution.
We're thrilled to announce that *Arham Share* is now live on *Stratzy*, giving traders and investors more flexibility when deploying their automated strategies.
Enjoy seamless experience, now with another broker choice.
Here's to making algo trading simpler and more accessible for India, with Arham Share! 💚 | 173 |
| 4 | Techno-Funda Positional Trade Idea (3–6 Months)
Stock: Goldiam International Ltd.
CMP: ₹478| Stop Loss: ₹410 | Target: ₹630
About the Company
Goldiam International is one of India's leading exporters of diamond jewellery and a pioneer in Lab-Grown Diamond (LGD) jewellery. The company supplies to leading global retailers, primarily in the US, while also building its own fast-growing retail brand, ORIGEM, in India's emerging lab-grown diamond market.
Investment Rationale
1. Record Financial Performance – FY26 was the best year in the company's history with revenue crossing ₹1,000 crore for the first time. Revenue grew 28% while PAT surged 46%, reflecting strong operating leverage.
2. Clear Leader in Lab-Grown Diamonds – LGD jewellery now contributes nearly 88% of export revenues, positioning Goldiam as a key beneficiary of the global shift from mined diamonds to lab-grown diamonds.
3. Strong Order Visibility – The company ended FY26 with an order book of nearly ₹200 crore, providing strong near-term revenue visibility.
4. Tariff-Agnostic Business Model – Goldiam's innovative US manufacturing and casting strategy makes it largely insulated from tariff disruptions, ensuring supply-chain stability and protecting margins.
5. ORIGEM Retail Expansion – The company has doubled its ORIGEM store count to 24 stores across 12 cities and plans further expansion, creating a long-term B2C growth engine beyond exports.
6. Strong Balance Sheet & Cash Generation – Goldiam holds nearly ₹500 crore of cash and investments, providing ample firepower for expansion, dividends and future growth initiatives.
7. Bullish Technical Structure – The stock has witnessed a strong breakout after a prolonged consolidation, supported by record earnings, improving margins and increasing institutional interest.
View: Goldiam offers a unique combination of earnings growth, structural leadership in the fast-growing lab-grown diamond industry, strong cash generation and retail expansion optionality through ORIGEM, making it an attractive techno-funda opportunity. | 146 |
| 5 | Strategic Diversification & PM Surya Ghar: To reduce single-scheme dependency, Oswal is actively diversifying into Rooftop, Utility, and C&I solar projects, boasting a current pipeline of ~300 MW. It recently secured a landmark ₹247 Cr order for 63 MW of grid-connected rooftop solar projects in Bihar under the PM Surya Ghar Muft Bijli Yojana, offering an estimated long-term revenue potential exceeding ₹500 Cr.
🌦️ Climatic Tailwinds & Monsoon Impact: India's agricultural sector heavily relies on groundwater extraction. Past extended monsoons delayed the generation of remote monitoring (RMS) data because farmers used their pumps less, which temporarily lengthened Oswal's receivable cycles. A return to normal weather or low rainfall directly increases the operational utilization of these solar pumps by farmers, which speeds up data generation, accelerates government subsidy disbursements, and fundamentally drives higher demand.
📈 Strong Revenue Visibility & Aggressive Exports: The company maintains a robust executable order book of ~30,000 pumps (valued at approximately ₹700–800 Cr), requiring execution within 120 days. Management has given strong guidance of 50%–60% revenue growth for FY26 and a 30%–35% CAGR over the medium term. Concurrently, exports—which cater to 22 countries including the USA and Germany—are targeted to grow 40%–50% in FY26.
📈 PAT Margin Expansion via Debt Repayment: The company utilized ~₹330 crores from its IPO proceeds to aggressively repay outstanding borrowings, successfully transitioning to a negative net debt (cash rich) position of ₹89 million by June 2025. This deleveraging will drastically slash finance costs down to negligible levels, ensuring that improving operating cash flows cascade directly to the bottom line. Management has clearly guided that as cash conversion cycles continue to improve, these finance cost savings will structurally enhance profitability, maintaining sustainable PAT margins of 18%–20%.
💸 Attractive Valuation & Sector Mispricing: The stock is currently trading at a highly attractive P/E multiple of 12.7x. This presents a significant mispricing opportunity when compared to the broader pump industry average P/E of 47.4x. Furthermore, with an exceptionally low PEG ratio of ~0.20, the market is severely undervaluing the company's high growth prospects relative to its price.
Positioned as a highly integrated, high-margin renewable energy play with exceptional capacity ramp-up visibility and immense government policy tailwinds. | 137 |
| 6 | Fundamental Opportunities ✅
Oswal Pumps Ltd
🚀 Trade Call:
CMP: ₹ 421
🎯 Target: ₹ 487 / ₹ 508
🔴 SL - ₹ 350
Holding Period: 3 - 6 Months
Oswal Pumps (listed June 2025) is a fast-growing, vertically integrated solar pump manufacturer based in Karnal, Haryana, led by CMD Mr. Vivek Gupta. With over two decades of experience, the company is a fully integrated provider of turnkey solar pumping systems, grid-connected pumps, electric motors, and solar PV modules, serving the agriculture, residential, and industrial segments.
Why Interesting?
📊 Stellar Financial Performance & Margin Guidance: Q1 FY26 was a record-breaking quarter with revenue hitting ₹513.9 Cr (up 36.8% YoY) and PAT of ₹94.7 Cr (up 34.2% YoY). Thanks to its 100% backward integration (manufacturing everything from castings to controllers and solar modules in-house), management confidently guides for sustainable operating EBITDA margins of 27%–29% and PAT margins of 18%–20%.
💰 Receivables Recovery & Cash Flow Turnaround (Trigger): Earlier delays in government receivables—largely linked to Maharashtra's Magel Tyala scheme and AIIB funding procedures are actively normalizing. The company has seen major payments released, including a massive ₹116 Cr collection in early April. Consequently, the cash conversion cycle has started improving (down from 177 to 172 days in Mar-26), and the company achieved a strong positive operating cash flow of ₹106 Cr in Q1 FY26. All receivables remain fully secure and government-backed.
🏭 Massive Capacity Expansion: Leveraging its ₹842 Cr IPO proceeds, Oswal is executing a massive capex plan set to complete by Q3 FY27. Pump and motor capacity is expanding by ~2.25x (from 2 Lakh to 5 Lakh pumps), while solar module capacity is scaling aggressively from 600 MW to 2.1 GW. Existing and planned capacities will be able to support a top-line revenue potential exceeding ₹6,000 Cr without requiring further major additions.
🌞 Government Focus & PM-KUSUM 2.0: Holding a dominant ~31% life-to-date market share in the PM-KUSUM scheme, Oswal is a prime beneficiary of India's push for agricultural solarization. The upcoming PM-KUSUM 2.0 scheme is anticipated to be much more aggressive in volume allocations, feature more vendor-friendly modifications, and is expected to structurally reduce the receivable cycle by 30–40 days. | 134 |
| 7 | ⭐ Presenting our CAPITAL GOODS & ELECTRICAL INFRA BASKET ⚡
1. Capturing India’s next manufacturing and infrastructure growth wave — driven by record power sector investments, transmission expansion, industrial automation, defence indigenization, data center growth and rising private capex.
2. India is witnessing a multi-year capex upcycle backed by strong government spending, Make-in-India initiatives, power demand growth and increasing investments across manufacturing, railways, defence and energy infrastructure.
3. Massive investments in power generation, transmission & distribution, renewable integration and industrial automation are creating long-term opportunities for sector leaders with strong order books and execution capabilities.
4. Defence localization, data center expansion, railway modernization and export opportunities are further strengthening earnings visibility across the capital goods ecosystem.
With record order inflows, expanding capacities, improving margins, strong government support and a fresh technical breakout — India’s Capital Goods story appears poised for a powerful multi-year run.🚀
1️⃣ ABB India (ABB) CMP: ₹7,050
2️⃣ CG Power & Industrial Solutions (CGPOWER) CMP: ₹942
3️⃣ Polycab India (POLYCAB) CMP: ₹9,593
4️⃣ Bharat Heavy Electricals (BHEL) CMP: ₹384
5️⃣ Data Patterns (DATAPATTNS) CMP: ₹4,459
6️⃣ KEI Industries (KEI) CMP: ₹5,355 | 140 |
| 8 | 📈 NEWS BASED TRADING! 🚀
AGI Greenpac Ltd 🏭
**🚀 Trade Call:
🎯 Target: ₹725-730++
🔴 SL - ₹633**
- The opening of Hormuz will bring in more LNG and LPG which is the fuel for the cos.
- Harsh summer to drive consumption of cold drinks and alcohols for which the cos manufactures bottles. | 152 |
| 9 | COS DEVELOPMENT ☑️
WIPRO 💻💰
₹15,000 CR BUYBACK TENDER CLOSES ON JUNE 17 📅
• Wipro’s ₹15,000 Cr share buyback tender offer, which opened on June 11, 2026, is set to close on June 17, 2026.
• Eligible shareholders can tender their shares at the buyback price of ₹250 per share until the closing date.
• Post closure, the company will process acceptances and complete settlement as per the announced buyback schedule. | 163 |
| 10 |  *Batman*
Sell Nifty 23450 Pe 23-June 2 Lot
Buy Nifty 23550 Pe 23-June 1 Lot
Sell Nifty 24400 Ce 23 June 2 Lot
Buy Nifty 24300 Ce 23-June 1 Lot
Margin Req. 240000
Max Profit 9100
Max Loss -- | 176 |
| 11 | 📈 NEWS BASED TRADING! 🚀
Aegis Logistics Ltd 🏭
Target Reached 🎯 | 165 |
| 12 | 📈 NEWS BASED TRADING! 🚀
Va Tech Wabag Ltd 🏭
Target Reached 🎯
Given at 1575, CMP 1724 🔥🔥🔥
10% IN 7 Days from our recomm!! 🚀🚀🚀 | 163 |
| 13 | Please exit | 165 |
| 14 | COS DEVELOPMENT ☑️
CYIENT 🏢🔄
APPROVES ₹720 CR BUYBACK AT ₹1,125/SHARE TO ENHANCE SHAREHOLDER VALUE 💰📈
• Cyient has approved a buyback of up to 64 lakh equity shares at a price of ₹1,125 per share, aggregating to a maximum ₹720 crore, through the tender offer route.
• The buyback represents around 5.76% of the company’s existing equity capital and will be funded from internal accruals, free reserves and securities premium, without using borrowed funds.
• Management stated that the primary objective is to return surplus cash to shareholders, improve return on equity through reduction in equity base, and enhance long-term shareholder value.
• The tender offer also provides a 15% reservation for small shareholders, offering them a greater opportunity to participate while giving existing investors the option to increase their ownership by not tendering shares. | 182 |
| 15 | COS DEVELOPMENT ☑️
HCLTECH 💻🤖
INVESTS ₹1,427 CR IN SARVAM AI TO BUILD INDIA’S SOVEREIGN AI ECOSYSTEM 🚀📈
• HCLTech will invest ₹1,427.25 Cr for a 10.46% stake in Sarvam AI, India’s full-stack sovereign AI company, to accelerate next-generation AI model development and enterprise deployments.
• The investment will fund Sarvam’s research in agentic AI, coding and cybersecurity models, while enabling large-scale compute infrastructure and expansion across banking, insurance, government and defence sectors.
• HCLTech will leverage Sarvam’s multilingual and sovereign AI capabilities to develop industry-specific AI solutions for its global clients and strengthen localized, secure AI deployments.
• The strategic partnership reinforces HCLTech’s AI leadership, enhances its enterprise AI offerings and positions it at the forefront of India’s rapidly evolving sovereign AI ecosystem. | 141 |
| 16 | COS DEVELOPMENT ☑️
KAYNES TECHNOLOGY 🖥️🔬
TO PARTNER WITH JAPAN'S AOI ELECTRONICS TO STRENGTHEN SEMICONDUCTOR ECOSYSTEM 🚀📈
• Kaynes Technology is set to partner with Japan-based AOI Electronics to enhance its semiconductor packaging and electronics manufacturing capabilities.
• AOI's expertise in semiconductor assembly and electronic manufacturing services (EMS) is expected to strengthen Kaynes' position in the high-value chip ecosystem.
• The collaboration supports Kaynes' strategy of building an integrated semiconductor value chain and expanding its footprint in advanced electronics manufacturing.
• The tie-up could accelerate technology transfer, improve manufacturing capabilities and position Kaynes as a key beneficiary of India's semiconductor push. | 134 |
| 17 | COS DEVELOPMENT ☑️
ADANI ENTERPRISES 🏗️🤖
TARGETS STRATEGIC ALLIANCE WITH JABIL TO BUILD AI DATA CENTER INFRASTRUCTURE PLATFORM IN INDIA 🚀📈
• Adani Enterprises and Jabil plan to establish a vertically integrated AI and data center infrastructure manufacturing platform in India, targeting giga-scale AI rack and advanced hardware production for global markets.
• The alliance aims to manufacture next-generation AI racks, servers, networking systems, power distribution units, transformers, switchgears and thermal management solutions to serve hyperscalers and enterprise data centers.
• The partnership complements Adani Group’s commitment to develop 5 GW of green-powered hyperscale AI-ready data center capacity by 2035 and positions India as a global hub for AI hardware manufacturing and exports.
• The initiative is expected to strengthen India’s AI ecosystem, boost high-tech manufacturing under the “Make in India” vision and create significant long-term growth opportunities in digital infrastructure. | 131 |
| 18 | Market commentry 16-06-2026.pdf | 130 |
| 19 | COS DEVELOPMENT ☑️
JSW INFRASTRUCTURE 🚢📈
TARGETS 400 MTPA PORT CAPACITY BY FY30; PLANS 2.4X EXPANSION 🚀
• JSW Infrastructure has outlined a roadmap to expand its port handling capacity from 170 MTPA in FY25 to 400 MTPA by FY30, representing a ~2.4x increase.
• Growth will be driven by ongoing and planned projects including Jaigarh & Dharamtar expansions, Jatadhar Port (Odisha), Keni Port (Karnataka), Murbe Port (Maharashtra) and the Greenfield Port in Oman.
• The company is also pursuing privatization opportunities and leveraging its balance sheet to invest in new port and logistics infrastructure assets.
• The aggressive expansion strategy is expected to strengthen JSW Infrastructure’s market position, enhance cargo handling capabilities and support long-term revenue growth. | 141 |
| 20 | KEY DEVELOPMENT ☑️
NSE INDICES 📊🚀
NSE LAUNCHES 11 NEW SECTORAL INDICES TO DEEPEN MARKET REPRESENTATION
• NSE Indices has introduced 11 new sectoral indices including Nifty Power, Capital Goods, Telecommunications, Construction, Consumer Services, Commercial & Transport Services, Retail, Hospitals, NBFC, Housing Finance and Insurance.
• With these additions, the total number of sectoral indices expands to 34, offering broader and more granular coverage of India's evolving economy.
• The new indices are expected to serve as benchmarks for ETFs, index funds and other passive investment products, enhancing investment opportunities across sectors. | 154 |
