اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
Fundamental Analysis (Long term)
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https://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.
نمایش بیشتر📈 تحلیل کانال تلگرام Fundamental Analysis (Long term)
کانال Fundamental Analysis (Long term) (@fundamental3) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 45 444 مشترک است و جایگاه 2 549 را در دسته اقتصاد و امور مالی و رتبه 8 657 را در منطقه الهند دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 45 444 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 14 ژوئن, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -139 و در ۲۴ ساعت گذشته برابر -9 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 6.97% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 5.16% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 3 167 بازدید دریافت میکند. در اولین روز معمولاً 2 345 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 4 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند margin, revenue, capacity, expansion, fy27 تمرکز دارد.
📝 توضیح و سیاست محتوایی
نویسنده این فضا را محل بیان دیدگاههای شخصی توصیف میکند:
“https://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.”
به لطف بهروزرسانیهای پرتکرار (آخرین داده در تاریخ 15 ژوئن, 2026)، کانال همواره بهروز و دارای دسترسی بالاست. تحلیلها نشان میدهد مخاطبان بهطور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته اقتصاد و امور مالی تبدیل کردهاند.
45 444
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-13930 روز
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| تاریخ | رشد مشترکین | اشارات | کانالها | |
| 15 ژوئن | +1 | |||
| 14 ژوئن | +2 | |||
| 13 ژوئن | 0 | |||
| 12 ژوئن | +5 | |||
| 11 ژوئن | +5 | |||
| 10 ژوئن | +1 | |||
| 09 ژوئن | +11 | |||
| 08 ژوئن | +1 | |||
| 07 ژوئن | 0 | |||
| 06 ژوئن | 0 | |||
| 05 ژوئن | +37 | |||
| 04 ژوئن | 0 | |||
| 03 ژوئن | +2 | |||
| 02 ژوئن | 0 | |||
| 01 ژوئن | 0 |
پستهای کانال
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
| 2 | Vedanta's Anil Agarwal sees each demerged business crossing $100 billion in value | 2 612 |
| 3 |  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 | 2 831 |
| 4 | 32 QUALITY MIDCAP STOCKS TO STUDY & TRACK 🔥🔥🔥
▪️ Neuland Laboratories
▪️ HFCL
▪️ MCX
▪️ Cupid
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▪️ TD Power
▪️ MTAR Technologies
▪️ Kalyan Jewellers
▪️ Emmvee Photovoltaic
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▪️ Craftsman Automation
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▪️ Apar Industries
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▪️ Kirloskar Oil Engines
▪️ KEI Industries
▪️ Aster DM Healthcare
▪️ CDSL
▪️ Emcure Pharmaceuticals
▪️ 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. | 2 731 |
| 5 | 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 | 1 995 |
| 6 |  +3Anupam 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 | 2 049 |
| 7 | 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 | 1 913 |
| 8 |  High-Growth Stocks (30–50% 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 | 2 403 |
| 9 |  +2AXISCADES Technologies
AXISCADES 3.0
2025 → FY2030 The Transformation
Power 930:
₹ 9,000 Cr / ₹ 960 Cr PAT by FY2030
Sharp focus on four pillars:
• Aero Manufacturing
• Defence Solutions
• Hardware-Driven AI Solutions
• Space System Manufacturing | 2 446 |
| 10 |  بدون متن... | 2 545 |
| 11 |  Vintage Coffee: Capacity Expansion Meets Margin Expansion
Business Model
- Export-focused B2B coffee player
- Supplies private-label products
- Presence in 30+ countries
- High client retention levels
- No consumer brand investments
Current Product Portfolio
- Spray-dried instant coffee
- Agglomerated instant coffee
- Instant chicory products
- Focus on export markets
Key Growth Driver #1
- Capacity expanded to 11,000 MTPA
- Earlier capacity 6,500 MTPA
- Expansion completed ahead of schedule
- FY27 becomes first full benefit year
Key Growth Driver #2
- Entering freeze-dried coffee
- 5,500 MTPA planned capacity
- Capex exceeding ₹450 Cr
- Target commissioning FY27
Why Freeze-Dried Matters
- Higher realization product
- Premium coffee category
- Better margin profile
- Potential EBITDA uplift
- Improves business quality
Institutional Interest
- DII ownership rising
- FII ownership increasing
- Coverage remains limited
- Still relatively underfollowed
Investment Positives
- Full utilization achieved
- Strong export positioning
- Capacity-led growth visibility
- Margin expansion opportunity
- Sticky customer relationships
Key Risks
- Large FDC project execution
- Promoter pledge levels
- Historical equity dilution
- Coffee price volatility
- Export market concentration
Critical Monitorables
- FDC project milestones
- Debt funding execution
- Promoter pledge reduction
- Capacity utilization trends
- Margin progression
Key Takeaway
- Vintage Coffee's story is evolving from a simple capacity-expansion play into a potential margin-expansion story. The brownfield expansion drives volume growth, while successful execution of the freeze-dried coffee project could materially improve profitability and business quality over the next few years. | 3 374 |
| 12 |  Morepen Laboratories — generic API manufacturer grinding out a living, or a business undergoing a structural shift the market hasn't fully priced yet?
Two new engines are coming online — CDMO and Medical Devices. One has an ₹825 Cr order book. The other is being carved into a separate subsidiary. Together they could fundamentally change the quality of earnings story. Or not. Let's dig in 👇
🏭 What they do — and what is actually changing
Morepen started in 1984 as a bulk API manufacturer — mastering process chemistry on off-patent molecules. Today if someone in the US or Europe takes a Loratadine allergy pill or a Montelukast asthma tablet, there's a real chance it came from Morepen's USFDA-approved plants. They hold 64% of India's Loratadine export share and 38.6% of Montelukast exports. Dominant — but in a low-margin commodity game.
Then came Chapter 2 — Home Diagnostics. Launched Dr. Morepen glucometers and BP monitors with a classic razor-and-blade model. Sell the machine cheap. Lock the consumer into buying proprietary testing strips forever. 17M+ device users, 1.5 billion+ strips sold. Strips earn 35–45% EBITDA vs 15–20% for APIs. Sticky, recurring, and high-margin.
Now Chapter 3 — the structural shift that matters:
🔹 CDMO pivot (late FY26): First-ever large-scale CDMO mandate — an ₹825 Cr multi-year global manufacturing contract with an international innovator. Not a spot API sale. A 4-year rolling commitment — ₹150 Cr in FY27, ₹250 Cr in FY28. First time in 40-year company history they've moved from transactional API vendor to strategic long-term manufacturing partner.
🔹 Medical Devices subsidiary (ongoing): Home Health diagnostics is being reorganised into a separate subsidiary — separating a high-margin recurring consumer business from the low-margin API business. When it stands alone, the market applies a consumer health/med-tech multiple, not a blended pharma multiple. That is where re-rating optionality sits.
🏰 Moat — narrow, but the structural shifts are widening it
Regulatory barriers (Strong): USFDA DMF filings take 2–4 years, cost ₹150–250 Cr, and are site-specific. Morepen has zero Form 483 observations across consecutive USFDA audits — a trust advantage that can't be bought overnight.
Customer lock-in (Moderate): Switching API suppliers requires a post-approval regulatory amendment — months of compliance review, drug shortage risk. On the consumer side, owning a Dr. Morepen glucometer mechanically locks you into their strips.
CDMO shifts the moat durability: A 4-year exclusive manufacturing relationship means a global innovator can't exit without triggering costly regulatory re-filings. That's fundamentally stickier than spot API sales — and earns 22–28% EBITDA vs 15–20% for standard APIs.
Risk: Medium-term CGM substitution threat — wearable patches that eliminate finger-prick strips. Premium-priced today, but cost deflation over 5–7 years could disrupt the strip ecosystem.
📊 Valuation — the operating leverage case for FY28
A new ₹200 Cr OSD formulations plant (QIP-funded) is coming online — scaling max revenue capacity from ₹2,200 Cr to ₹3,400 Cr, utilisation ramping 55% in FY27 to 75% in FY28. Capex cycle is largely done. Operating leverage is about to play.
Revenue grows 10–15% annually per management guidance. EPS nearly doubles. That's the operating leverage story — fixed-cost base already built, incremental revenue flows disproportionately to the bottom line. At ~14x FY28E, in line with mid-cap pharma peers. If CDMO ramps and medical devices re-rates as a separate entity, the multiple could expand too — not just the earnings.
👔 Management quality — experienced but carry baggage
Sushil Suri (CMD) has run Morepen since inception in 1984 — 40+ years of process chemistry and global regulatory navigation
Walk the talk verdict: Capital allocation has been disciplined — balance sheet cleaned, debt eliminated, QIP done cleanly, SMT capex delivered on schedule. But near-term margin execution missed — EBITDA compressed when management had guided double-digit margins
2003 GDR governan | 3 539 |
| 13 |  بدون متن... | 3 054 |
| 14 |  +1Global Big Pharma numbers and guidance for the next year ,key patent related info and mapping the players
Will also do a post on the pipeline and mapping the
Indian partners so we can start mapping out profit chains | 3 751 |
| 15 |  India's CDMO strength sits squarely in stages 3 and 4 API manufacturing and formulation
Divi's, Aurobindo, Lupin, Hetero all built on that foundation
The next battleground is stages 1 and 2: discovery services and process development. Only handful of Indian players are playing there at scale today | 3 865 |
| 16 |  بدون متن... | 3 489 |
| 17 | KMEW Reports Record Order Book
FY26 Performance
- Revenue at ₹256 Cr
- EBITDA at ₹97 Cr
- EBITDA margin at 38%
- PAT at ₹79 Cr
- PAT margin at 31%
Order Book
- FY26 orders worth ₹1,075 Cr
- Highest annual inflow ever
- Total order book ₹1,400 Cr
Key Developments
- Won ₹650 Cr Green Tug contracts
- Contract tenure of 15 years
- Completed JNPA dredging project
- Acquired 15-acre shipyard land
Growth Initiatives
- Expanding shipbuilding operations
- Executing IWAI vessel orders
- Capacity expansion underway
FY27 Outlook
- Targets 30% revenue growth
- EBITDA margin guided 35-40%
Balance Sheet
- Cash balance at ₹350 Cr
- Free cash around ₹300 Cr
- ₹16 Cr claim pending
Key Takeaway
- Record order book provides visibility
- Strong margins and cash position
- Expansion supports future growth
New Stocksip with 5k
@New_Stocksip | 4 192 |
| 18 |  Government aims to 2X indians textile market 🔥🔥 | 3 665 |
| 19 | BLUE JET Says
Euphoria Around The Announcement is Misplaced | New Incubation Business Will Start Moving To India
Running Contracts With Wuxi Will Not Get Impacted | 3 820 |
| 20 |  +2GLP-1 domestic market mapping , how the demand plays out and therapy as a % of the market
Only thing for now is the pricing and the regulation here , we have seen the regulator being strict on the mis prescription of the drug as a lifestyle drug , heard this from many companies in the recent calls
source: Bernstein
All Brokerage Reports
@Brokerage_report | 4 130 |
