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پست‌های کانال
AEROFLEX INDUSTRIES – FY27 GROWTH GUIDANCE SIGNIFICANTLY RAISED
Key Highlights
- FY27 EBITDA growth guidance raised to 70% from 35%.
- FY27 revenue growth guidance increased to 60% from 35%.
- Management expects revenue growth exceeding 60% during FY27.
- Capex completion expected during the next financial year.
- Management is unlikely to raise additional equity funds.
- New capex capacity is expected to peak in FY30.
Key Takeaway
- Higher guidance signals stronger management growth expectations.
- Capacity expansion is expected to support long-term growth.
- Funding discipline may limit equity dilution.
- Capex execution, utilisation and profitability remain key monitorables.
- Impact: Positive
| 2 | Earnings Watchlist
POSITIVE
JSW Energy-EBIDTA beats estimates
RR Kabel- 55% revenue growth in H1 (Cable and Wire)
Bandhan Bank- NII & Fee income growth remained healthy
Meesho-Losses reduce YoY
Satin Creditcare, One-EMI Tech -Strong operational numbers
Sudeep Pharma-EBIDTA up 31% YoY
Gokul Agro-Turnaround quarter
Aeroflex-Strong beat on operational parameters
Elantas Beck-Strong growth in Engineering & Electronic Resin segment
NEGATIVE
Pidilite-Gross margin contracts 648 bps YoY
Birlasoft-Margins down 130bps QoQ
Arkade Developers-Weak execution | 156 |
| 3 | Stock Watchlist
POSITIVE
Defense Stocks- DAC clears capital acquisition proposals worth Rs 2.12 lakh crore
Excel Industries, SMS Pharma, Solara, -EU plans to hit China with import curbs on chemicals
Genus Power Infra-Board approves Rs 148cr buyback at Rs 312/share
Central Bank of India-Bank’s RTGS outward system restored
E2E Networks-Plans 5.4 MW NVIDIA Blackwell expansion
Samvardhana Motherson-NCLT approval of restructuring
Bajel Projects-Wins Rs 1700cr EPC orders
Sigma Advanced-Gets Rs 973 cr order for NATO customer
CG Power-Arm received RDSO approval for Kavach 4.0 order.
Leap India- To Buy Vimprotech Biz For Rs 102 Cr
NEGATIVE
Karura Vyasa Bank-Promoter selling
Ircon International-Receives GST notice | 208 |
| 4 | 34. Godrej Consumer Products
- Subsidiary commenced commercial production at its Indonesian unit
35. Punjab National Bank
- Targets cost-to-income ratio below 50% this fiscal
- Targets a 45% ratio by FY29
36. Power Grid Corporation of India
- Commissioned a renewable energy transmission scheme in Karnataka
37. Sun Pharmaceutical Industries
- To present long-term follow-up data on UNLOXCYT at ESMO 2026
- Data relates to advanced cutaneous squamous cell carcinoma
38. Schaeffler India
- Bombay High Court stayed further investigation against CEO and MD Harsha Kadam
39. Waaree Renewable Technologies
- Aggregate capacity under letters of award reached 800 MWac
- Equivalent capacity stands at 1,109 MWp
40. BPCL
- Plans to incorporate a subsidiary for its Andhra Pradesh project
- Initial authorised capital will be ₹4,900 Cr
41. IRFC
- Delhi GST authority dropped a ₹549 Cr tax demand
42. Graphite India
- Acquired 7.78 lakh shares of Godi India
- Transaction value ₹58.7 Cr
43. Power Finance Corporation
- Incorporated two special-purpose vehicles
- SPVs formed under wholly owned arm PFC Consulting
44. ACME Solar
- Subsidiary commissioned BESS component for a Rajasthan project
- Project capacity 17.91 MW / 74.323 MWh
- Cumulative BESS capacity reached 71.64 MW
45. GE Shipping
- Contracted to acquire a second-hand large gas carrier
- Acquisition to be financed through internal accruals
46. Network18 Media
- NCLT approved amalgamation of News18 Marathi with Network18 Media
47. Lemon Tree Hotels
- Signed a licence agreement for a 63-room hotel in Bhilwara
48. Solar Industries
- Supplied update states India became Eastern Europe's largest explosives supplier in FY26
49. Bonfiglioli Transmissions
- Catamaran and Equism Capital participated in a bulk deal
50. Dr. Reddy's Laboratories
- Revenue ₹8,698 Cr, down 1.5% YoY
- EBITDA fell 13.9% to ₹1,731 Cr
- Net profit declined 31.3% to ₹925 Cr
- Results reportedly beat supplied estimates
NEGATIVE NEWS - 25 ENTRIES
1. Infosys
- Revenue ₹49,244 Cr, up 2.1% QoQ
- EBIT margin slipped to 21% from 21.1%
- Net profit ₹7,823 Cr, below ₹7,905 Cr estimates
- FY27 revenue growth guidance cut to 1%-2%
2. JK Tyre
- Revenue ₹4,841 Cr, up 20.7% YoY
- EBITDA fell 36% to ₹334 Cr
- Margin contracted to 6.9% from 13%
- Net profit declined 71.3% to ₹65.1 Cr
3. Shakti Pumps
- Revenue ₹746 Cr, up 12% YoY
- EBITDA fell 52.9% to ₹64 Cr
- Margin contracted to 8.58% from 20.4%
- Net profit declined 57.5% to ₹39 Cr
4. GERMAN
- Listed as reporting weak Q2FY26 results in the source
5. Oracle Financial Services Software
- Revenue ₹1,907 Cr, down 39% QoQ
- EBIT fell 51% to ₹912 Cr
- Net profit declined 50.4% to ₹702 Cr
6. SBI Funds Management
- Total income declined 11% QoQ to ₹1,237 Cr
- Net profit fell 20.3% to ₹701 Cr
7. Mastek
- Revenue ₹1,019 Cr, up 3.4% QoQ
- EBIT fell 5.3% to ₹127 Cr
- Margin contracted to 12.4% from 13.6%
8. Jupiter Life Line Hospitals
- Revenue ₹456 Cr, up 16% YoY
- EBITDA grew 15.8%
- Net profit declined 2.1% to ₹56.2 Cr
9. Torrent Pharmaceuticals
- Revenue ₹4,979 Cr, up 50.8% YoY
- EBITDA grew 53.8%
- Net profit declined 9.6% to ₹534 Cr
10. NESCO
- Revenue ₹228 Cr, down 4.5% YoY
- EBITDA fell 6.1% to ₹128 Cr
- Net profit declined 11.5% to ₹105 Cr
11. Triveni Power Transmission
- Revenue ₹116 Cr, up 5.7% YoY
- EBITDA fell 18.3% to ₹38.8 Cr
- Net profit declined 20.8% to ₹26.1 Cr
12. Runwal Enterprises
- Revenue ₹338 Cr, down 24.2% YoY
- EBITDA fell 57.8% to ₹66.5 Cr
- Net profit declined 48.3% to ₹75.6 Cr
13. UTI Asset Management Company
- Total income declined 29.1% QoQ to ₹415 Cr
- Net profit fell 55% to ₹132 Cr
14. Ramco Systems
- Revenue ₹182 Cr, up 3.4% YoY
- Net profit plunged 98% to ₹25 lakh
- Previous-year net profit was ₹12.6 Cr
15. Castrol India
- Revenue ₹1,735 Cr, down 7.3% QoQ
- EBITDA fell 47% to ₹262 Cr
- Net profit declined 49.3% to ₹176 Cr
16. Geojit Financial Services
- Total income grew 1.4% QoQ to ₹171 Cr
- Net profit declined 16.7% to ₹16.5 Cr
17. SEPC
- Faces contract losses in Jharkhand | 210 |
| 5 | DAILY STOCKS UPDATES
26 OCTOBER 2026
POSITIVE NEWS - 50 ENTRIES
1. Netweb Technologies
- Revenue ₹1,323 Cr, up 61.4% QoQ
- EBIT ₹194 Cr, up 65.2%
- Net profit ₹137 Cr, up 60.2%
2. Kajaria Ceramics
- Revenue ₹1,468 Cr, up 23.8% YoY
- EBITDA ₹287 Cr, up 34.3%
- Net profit ₹190 Cr, up 42.5%
- EBITDA margin expanded to 19.5% from 18%
3. Bharat Coking Coal
- Revenue ₹4,413 Cr, up 39.1% YoY
- Turned profitable with net profit of ₹124 Cr
- Previous year reported loss of ₹52.99 Cr
4. Kotak Mahindra Bank
- NII ₹8,459 Cr, up 15.7% YoY
- Operating profit ₹6,382 Cr, up 21.2%
- Net profit ₹4,212 Cr, up 29.5%
- Gross NPA improved to 1.04% from 1.18% QoQ
5. SBFC Finance
- Revenue ₹546 Cr, up 33% YoY
- Net profit ₹139 Cr, up 27.2%
6. Seshasayee Paper
- Revenue ₹503 Cr, up 45.3% YoY
- EBITDA ₹46.9 Cr, up 78.3%
- Net profit ₹42.3 Cr, up 88.8%
7. Gujarat Ambuja Exports
- EBITDA ₹197 Cr versus ₹75.9 Cr YoY
- EBITDA margin expanded to 13.6% from 5.1%
- Net profit ₹132 Cr versus ₹38 Cr
- Revenue declined 2.4% YoY
8. AU Small Finance Bank
- NII ₹2,820 Cr, up 31.5% YoY
- Operating profit ₹1,514 Cr, up 25%
- Net profit ₹858 Cr, up 52.9%
9. Apollo Micro Systems
- Revenue ₹388 Cr, up 72.3% YoY
- EBITDA ₹111 Cr, up 87.8%
- Net profit ₹48.4 Cr, up 55.7%
- Recorded highest-ever revenue and EBITDA
10. DCB Bank
- NII ₹699 Cr, up 17.2% YoY
- Net profit ₹236 Cr, up 28.5%
- Gross NPA improved to 2.29% from 2.43% QoQ
11. Tata Motors
- Revenue ₹23,930 Cr, up 41.9% YoY
- EBITDA ₹2,723 Cr, up 31.1%
- Net profit ₹2,138 Cr versus loss of ₹1,021 Cr
12. IndusInd Bank
- Operating profit ₹2,778 Cr, up 37% YoY
- Net profit ₹1,176 Cr versus loss of ₹445 Cr
- Gross NPA improved to 2.73% from 3.25% QoQ
13. Coforge
- Revenue ₹6,170 Cr, up 11.6% QoQ
- EBIT ₹984.5 Cr, up 11.6%
- Net profit ₹588.1 Cr, up 13.4%
14. Bank of India
- NII ₹7,007 Cr, up 18.5% YoY
- Operating profit ₹5,089 Cr, up 33.2%
- Net profit ₹3,202 Cr, up 25.4%
15. CRISIL
- Total income ₹1,121 Cr, up 18.2% YoY
- Net profit ₹205 Cr, up 5.9%
16. Supreme Petrochem
- Revenue ₹1,984 Cr, up 77.5% YoY
- EBITDA ₹152 Cr, up 93.3%
- Net profit ₹96.2 Cr, up 99.2%
17. TruAlt Bioenergy
- Revenue ₹811 Cr versus ₹115 Cr YoY
- EBITDA ₹101 Cr versus loss of ₹4.5 Cr
- Net profit ₹34.68 Cr versus loss of ₹37.9 Cr
18. IDFC First Bank
- Net profit ₹1,045 Cr versus ₹352 Cr YoY
- NII ₹6,184 Cr, up 21%
- Operating profit ₹2,539 Cr, up 35%
- Gross NPA improved to 1.32% from 1.51% QoQ
19. Lumax Auto Technologies
- Revenue ₹1,556 Cr, up 34.5% YoY
- EBITDA ₹209 Cr, up 35.6%
- Net profit ₹106 Cr, up 57.8%
20. Adani Enterprises
- IndiGo and Adani Airports announced phased international flight expansion
- Expansion relates to Navi Mumbai Airport operations
21. Bharat Parenterals
- Shareholders approved a ₹139 Cr preferential issue
22. Arvind
- Prime Minister Narendra Modi inaugurated a garment manufacturing unit in Varanasi
- The unit has revenue potential of ₹250 Cr
23. Grasim Industries
- Bombay High Court quashed the ₹329 Cr tax claim
- Claim related to Vodafone Idea's rights issue
- Court struck down the tax reopening
24. Ramky Infrastructure
- Received a ₹589 Cr contract from Rail Vikas Nigam
25. IndoTech Transformers
- Won an order worth ₹48 Cr
26. BL Kashyap and Sons
- Received a ₹496 Cr order from Signature Global
27. RailTel
- Won an order worth ₹20 Cr
28. KEC International
- Received new orders worth ₹2,872 Cr from Power Grid
29. Kotak Mahindra Bank
- Appointed Anup Kumar Saha as MD and CEO
- Three-year term starts January 1, 2027
- Appointment follows RBI approval
30. Paradeep Phosphates
- Plans ₹4,750 Cr investment in chemical and fertiliser facilities
- Signed an agreement with the Odisha government
31. Aditya Birla Real Estate
- Announced retail and residential development in Pune
- Project revenue potential ₹1,650 Cr
- Project covers 5.62 acres
32. RACL Geartech
- Received an order from a Brazilian customer
- Order covers supply of engine timing gears
33. Jupiter Wagons
- Signed an MoU with Poland's Pojazdy Szynowe PESA
- Agreement explores passenger rolling-stock cooperation in India | 150 |
| 6 | 2) Jammu & Kashmir Bank (NII up 4.8%)(Op. Profit up 26.7%)(PAT up 10.6%)(Advances up 23.72%)(Deposits up 16.30%)(NIM down both YoY & QoQ)
3) Jindal Stainless (Margin down)(Sales Volume up 2.5% YoY & up 14.4% QoQ)
4) Pitti Engineering (Margin down)(Revenue up 21% EBITDA up 14.45%)(PAT down due to lower other income this Q2)
5) Adani Total Gas (Margin down)(Combined CNG and PNG volume of 315 MMSCM up 12% YoY)(Revenue up 34%)(EBITDA up 12%)
6) TTML (Margin Expansion)(losses narrowed both YoY & QoQ)
7) Purple Finance
8) Swiggy (B2C GOV up 24.6%)(B2C Adjusted EBITDA margin (% of B2C GOV) -2.6% vs -3.6% YoY & -2.5% QoQ)(For Food Delivery, Management remains confident of the full-year guidance of 18–20% GOV growth (ex Toing))(For Quick Commerce, Expects another quarter of double-digit sequential NOV growth in Q3 FY27 & Management believes Adjusted EBITDA losses peaked in Q2 FY27 & Adjusted EBITDA margin (% of GOV) expected to improve ~100 bps QoQ in Q3 on double-digit NOV growth)
9) Hatsun Agro Product (Margin down)
10) Mahindra Lifespace Developers
11) Maharashtra Scooters (Holding Company) | 209 |
| 7 | 22nd Oct 2026 Q2FY27 Results Snapshot:-
🚩Decent / Good / Solid👏😃🔥
1) Garware Hi-Tech Films (Decent)(FY27 revenue target reaffirmed at ₹2,500 Cr+)(FY27 EBITDA margin guidance raised by 200 bps to 27% ±2%)
2) Beta Drugs (Solid)(FY27 Revenue Guidance ₹535 Cr+ & EBITDA Margin Guidance 23–24%, implying a stronger H2 FY27 compared to H1)(Company reiterated it will “continue to deliver 20–25% growth for the next three to five years with sustained margins between 23 to 24% (Management also called guidance conservative and aims to underpromise and overdeliver)
3) BlueStone Jewellery and Lifestyle (Solid)(SSSG 28%)(Pre-IndAS EBITDA Ex inventory gain/loss up 234.2%)
4) Fairchem Organics (Blockbuster)(Solid Margin Expansion)
5) CreditAccess Grameen (Solid)(ROA guidance has been revised upward from 4.0– 4.8% (earlier) to 5.2–5.8% (revised) and ROE guidance from 16.0–20.0% (earlier) to 21.0–24.0% (revised) while retaining our AUM growth at 20.0–25.0% and credit cost at 3.0–4.0%)
6) Sagility (Consistent)(CC growth 12.2%)(Adjusted EBITDA up 23%)(Entering the seasonally stronger H2)
7) Bansal Wire Industries (Good)(Sales Volume up 12.44%)(Revenue up 24% EBITDA up 36.25%)
8) Poojaa Precision Engg (SME)(Solid numbers)
9) Paisalo Digital (AUM up 33% Disbursements up 42%)(NII up 17% PPOP up 8% PAT up 27%)
10) Cyient (Consolidated Good)(DET Revenue in CC up 6.3% YoY & 7.5% QoQ)
11) Nippon Life India AMC (Decent)(QAAUM up 20%)(Core Operating Profit up 25%)(Fastest-growing AMC YTD among the top 10 AMCs, with the highest market-share increase)(Best numbers vs peers)
12) Nuvoco Vistas Corporation (Sales Volume up 9%)(Revenue up 13.5% EBITDA up 11%)(PAT up 78% due to lower interest expense)
13) Forcas Studio (SME) (Solid)
14) Tinna Rubber and Infrastructure (Decent)(Ongoing 3,500 MTPA expansion is on track for commissioning by Q3 FY27, taking total capacity to 20,000 MTPA and targeting the position of the world's largest MRP producer)(Vision 2029 Targets - Revenue of ₹1,000 crore, growing at a CAGR of over 25% - Profitability growth of over 33% CAGR)
15) Sapphire Foods India (Delivered the best quarter of revenue growth & Adj. EBITDA growth in last 16 quarters)(Restaurant Sales up 20% Adj. EBITDA up 39%)(Sapphire KFC SSSG at 14%, described as close to double digit after factoring the Navratri timing shift to Q3 (vs Q2 last year))(Sapphire Pizza Hut SSSG at +5%, the highest in the last 7 quarters)
16) HPCL (Margin Expansion)
17) Trishakti Industries (Blockbuster)
18) Adani Energy Solutions (Decent)(Revenue up 51% Op. EBITDA up 68%)
19) Chennai Petroleum Corporation (Solid Margin Expansion)
20) Havells India (Good)(Revenue up 34.5% EBITDA up 30.77% PAT up 9.57%)(Lower other income this Q2 dragged PAT growth down)(Contribution margins softer YoY mainly due to cables, where fall in aluminium prices during Q2 weighed on margins)(Cables Revenue up 47.9%)(Cables growth led by commodity-linked price increases and mix towards higher sized cable)(Strong switchgear growth supported by domestic demand pickup and recovery in exports post Q1 disruption)(Cables margin impacted with volatility in aluminium prices; H1 contribution margin at ~15%, in line with long term average)(Lloyd Consumer Revenue up 28.4%)
21) GHV Infra Projects
22) CyberTech Systems and Software (Margin Expansion)(Revenue up 24.7% EBITDA up 75.1%)(PAT flat YoY due to lower other income this Q2)
🚩Bad / Poor / Weak 😠😡🤬
1) Colgate Palmolive (Margin down)(Toothpaste portfolio delivered high-single digit volume expansion, led by our Premium Toothpaste range and strong performance in Colgate MaxFresh)
2) Accelya Solutions India
3) Indo Thai Securities (Mostly due to net loss on fair value changes)
4) Rallis India
5) Orient Cement
🚩Mixed / Neutral / Average🙄🆗😑
1) CIE Automotive India (Margin down) | 214 |
| 8 | Hugely Positive for 🔥
Sakar Pharma & Beta Drugs
Centre dies not want to reduce Manufacturer's margin. It only want to cap distributor margin to upto 30%.
Centre says this in its affidavit. | 375 |
| 9 | HEAVY INSTITUTIONAL DELIVERY ALERT
14 Oct 2026
TARIL (Small Cap)
CMP: ₹350 (+14.97%)
🟢 ACCUMULATION: ₹385 Cr (3.7% MCap)
MTF: ₹226 Cr → ₹226 Cr (-0.1%) | 2.2% MCap
RATNAVEER (Small Cap)
CMP: ₹328 (-3.79%)
🔴 DISTRIBUTION: ₹49 Cr (1.8% MCap)
MTF: ₹163 Cr → ₹182 Cr (+11.8%) | 6.6% MCap
⚠️ TRAP: Retail Catching Knife on Margin
SHRINGARMS (Small Cap)
CMP: ₹318 (+2.22%)
🟢 ACCUMULATION: ₹53 Cr (1.7% MCap)
MTF: ₹101 Cr → ₹101 Cr (+0.4%) | 3.3% MCap
RAIN (Small Cap)
CMP: ₹237 (+7.89%)
🟢 ACCUMULATION: ₹131 Cr (1.7% MCap)
MTF: ₹276 Cr → ₹274 Cr (-0.6%) | 3.4% MCap
BLEL (Small Cap)
CMP: ₹520 (+4.84%)
🟢 ACCUMULATION: ₹35 Cr (1.6% MCap)
MTF: ₹16 Cr → ₹18 Cr (+15.7%) | 0.8% MCap
⚠️ Retail Chasing on Margin
MEESHO (Large Cap)
CMP: ₹228 (-5.12%)
🔴 DISTRIBUTION: ₹1,232 Cr (1.2% MCap)
MTF: ₹74 Cr → ₹186 Cr (+150.5%) | 0.2% MCap
⚠️ TRAP: Retail Catching Knife on Margin
SBC (Small Cap)
CMP: ₹64.11 (-0.06%)
🔴 DISTRIBUTION: ₹35 Cr (1.2% MCap)
MTF: ₹263 Cr → ₹257 Cr (-2.4%) | 8.4% MCap
⚠️ High Leverage Overhang (8.4% MCap)
MARSONS (Small Cap)
CMP: ₹129 (-0.84%)
🔴 DISTRIBUTION: ₹22 Cr (1.0% MCap)
MTF: ₹55 Cr → ₹55 Cr (-0.2%) | 2.5% MCap
PCJEWELLER (Mid Cap)
CMP: ₹14.47 (+2.62%)
🟢 ACCUMULATION: ₹137 Cr (1.0% MCap)
MTF: ₹269 Cr → ₹285 Cr (+5.8%) | 2% MCap
⚠️ Retail Chasing on Margin
APOLLO (Mid Cap)
CMP: ₹422 (+3.60%)
🟢 ACCUMULATION: ₹148 Cr (0.9% MCap)
MTF: ₹344 Cr → ₹338 Cr (-1.8%) | 2.2% MCap
AEROFLEX (Small Cap)
CMP: ₹569 (+1.99%)
🟢 ACCUMULATION: ₹70 Cr (0.9% MCap)
MTF: ₹70 Cr → ₹67 Cr (-4.7%) | 0.9% MCap
💎 HIGH CONVICTION: Clean Handover
SHANTIGOLD (Small Cap)
CMP: ₹388 (-0.65%)
🔴 DISTRIBUTION: ₹25 Cr (0.8% MCap)
MTF: ₹82 Cr → ₹90 Cr (+9.6%) | 3% MCap
⚠️ TRAP: Retail Catching Knife on Margin
BUILDPRO (Small Cap)
CMP: ₹234 (+0.52%)
🟢 ACCUMULATION: ₹4 Cr (0.7% MCap)
MTF: ₹13 Cr → ₹13 Cr (-0.5%) | 2.3% MCap
CROMPTON (Mid Cap)
CMP: ₹216 (+2.13%)
🟢 ACCUMULATION: ₹88 Cr (0.6% MCap)
MTF: ₹228 Cr → ₹230 Cr (+1.1%) | 1.7% MCap
TATAELXSI (Mid Cap)
CMP: ₹3,623 (+5.73%)
🟢 ACCUMULATION: ₹132 Cr (0.6% MCap)
MTF: ₹359 Cr → ₹352 Cr (-1.9%) | 1.6% MCap
TFCILTD (Small Cap)
CMP: ₹161 (+1.33%)
🟢 ACCUMULATION: ₹43 Cr (0.6% MCap)
MTF: ₹632 Cr → ₹628 Cr (-0.7%) | 8.4% MCap
⚠️ High Leverage Overhang (8.4% MCap)
GANDHAR (Small Cap)
CMP: ₹311 (+3.00%)
🟢 ACCUMULATION: ₹17 Cr (0.6% MCap)
MTF: ₹18 Cr → ₹18 Cr (-3.8%) | 0.6% MCap
💎 HIGH CONVICTION: Clean Handover
AEQUS (Mid Cap)
CMP: ₹264 (-0.47%)
🔴 DISTRIBUTION: ₹88 Cr (0.5% MCap)
MTF: ₹84 Cr → ₹90 Cr (+7.2%) | 0.5% MCap
⚠️ TRAP: Retail Catching Knife on Margin
KERNEX (Small Cap)
CMP: ₹1,798 (+3.14%)
🟢 ACCUMULATION: ₹15 Cr (0.5% MCap)
MTF: ₹85 Cr → ₹84 Cr (-0.8%) | 2.8% MCap | 373 |
| 10 | Hospital stocks are down up to 30% from their highs after the Supreme Court questioned the huge markups on medicines sold by hospitals. government may cap medicine margins, which could impact their pharmacy income.
The real impact will be clearer once we hear from the companies in their Q2 concalls. | 309 |
| 11 | 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 | 453 |
| 12 | 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. | 438 |
| 13 | 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 | 450 |
| 14 | Chinese CCTV Banned in April 2026
CP PLUS Price in April = 1800
CP PLUS CMP = 4000 Almost
Simple investing if we relate policy | 501 |
| 15 | 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 | 561 |
| 16 | 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? | 479 |
| 17 | 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. | 494 |
| 18 |  Focus on BESS Sector Stocks 🔥🔥 | 406 |
| 19 | 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. | 462 |
| 20 |  20 Yr Performance of Major Asset Classes | 372 |
