Sadhan Investing

Kusum 2.0 seems to be on cabinet table and is expected to be effective from April 1, 2026. As per Oswal Pumps management ! Our 2 cents on pump makers 👇 https://youtu.be/tAsrnKhVXLA?t=236&si=8HmeP2_aQIQhygWy

🚀 PRIME EXCLUSIVE: The "High Margin of Safety" Play Amidst Global Turmoil 🚀 As promised, we have just released a special deep-dive for our Sadhan Prime Members. While the Strait of Hormuz crisis sends shockwaves through the oil markets, the smart money is moving toward structural winners that are insulated from geopolitical oil shocks. 🔍 The Thesis: We are looking at a Renewable Energy Company currently trading at "distress selling" price levels. Despite the market noise, this business offers: ✅ Margin of Safety: Trading well below its intrinsic value. ✅ Geopolitical Hedge: Low impact from Middle East oil supply disruptions. ✅ High-Growth Sector: Riding the 500 GW India Renewable Energy wave. This is a classic "Buy when there is blood on the streets" opportunity for long-term investors. 📺 Watch the Prime-Only Short Here: 👉 https://youtube.com/shorts/PZL1MweRRIY?feature=share (Note: This video is accessible only to Sadhan Prime & Prime Plus members. If you haven't upgraded yet, hit the 'Join' button on our YouTube home page to unlock this and 15+ other deep-dive libraries!) Stay Disciplined,Team Sadhan 📊 #SadhanPrime #RenewableEnergy #ValueInvesting #MarginOfSafety #StraitOfHormuz #StockMarketIndia

🚀 PRIME EXCLUSIVE: The "High Margin of Safety" Play Amidst Global Turmoil 🚀 As promised, we have just released a special deep-dive for our Sadhan Prime Members. While the Strait of Hormuz crisis sends shockwaves through the oil markets, the smart money is moving toward structural winners that are insulated from geopolitical oil shocks. 🔍 The Thesis: We are looking at a Renewable Energy Company currently trading at "distress selling" price levels. Despite the market noise, this business offers: ✅ Margin of Safety: Trading well below its intrinsic value. ✅ Geopolitical Hedge: Low impact from Middle East oil supply disruptions. ✅ High-Growth Sector: Riding the 500 GW India Renewable Energy wave. This is a classic "Buy when there is blood on the streets" opportunity for long-term investors. 📺 Watch the Prime-Only Short Here: 👉 https://youtube.com/shorts/PZL1MweRRIY?feature=share (Note: This video is accessible only to Sadhan Prime & Prime Plus members. If you haven't upgraded yet, hit the 'Join' button on our YouTube home page to unlock this and 15+ other deep-dive libraries!) Stay Disciplined,Team Sadhan 📊 #SadhanPrime #RenewableEnergy #ValueInvesting #MarginOfSafety #StraitOfHormuz #StockMarketIndia

🚀 PRIME EXCLUSIVE: The "High Margin of Safety" Play Amidst Global Turmoil 🚀 As promised, we have just released a special deep-dive for our Sadhan Prime Members. While the Strait of Hormuz crisis sends shockwaves through the oil markets, the smart money is moving toward structural winners that are insulated from geopolitical oil shocks. 🔍 The Thesis: We are looking at a Renewable Energy Company currently trading at "distress selling" price levels. Despite the market noise, this business offers: ✅ Margin of Safety: Trading well below its intrinsic value. ✅ Geopolitical Hedge: Low impact from Middle East oil supply disruptions. ✅ High-Growth Sector: Riding the 500 GW India Renewable Energy wave. This is a classic "Buy when there is blood on the streets" opportunity for long-term investors. 📺 Watch the Prime-Only Short Here: 👉 https://youtube.com/shorts/PZL1MweRRIY?feature=share (Note: This video is accessible only to Sadhan Prime & Prime Plus members. If you haven't upgraded yet, hit the 'Join' button on our YouTube home page to unlock this and 15+ other deep-dive libraries!) Stay Disciplined,Team Sadhan 📊 #SadhanPrime #RenewableEnergy #ValueInvesting #MarginOfSafety #StraitOfHormuz #StockMarketIndia

⚡ India’s Data Center Boom is Just Beginning India’s digital economy, AI adoption, and cloud growth are driving a massive data center infrastructure build-out. Some key numbers investors should track: • India’s data center capacity could cross 4,500 MW by 2030 • Estimated $20–25B investments expected in the sector • Huge demand for reliable power infrastructure This is creating opportunities for companies building the power backbone behind data centers. For example, Techno Electric is planning ~250 MW data center capacity with an investment plan of around $1B. We discussed this opportunity in detail in our latest video. 📺 Watch the full breakdown here: https://youtu.be/6wkqdjuhFuc If you find such research useful, do share it with fellow investors.

⚡ India’s Smart Meter Revolution – A Massive Opportunity? India is planning to install 250 Million Smart Meters under government programs like RDSS. This could create a ₹ 2-3 Lakh Crore opportunity across the power ecosystem. But the real question for investors is 👇 Which companies could benefit from this smart meter rollout? In this video, we decode: • The Smart Meter ecosystem • The AMISP model & revenue structure • Why Techno Electric could be an interesting player in this theme 📺 Watch the full video here: https://youtu.be/6wkqdjuhFuc If you like such deep-dive research on emerging opportunities in the market, do share the video with fellow investors.

🔒 Exclusive for Sadhan Prime Plus Members We are sharing recordings of our live discussion with Practitioner members on 21 Feb 2026.(Link https://youtu.be/xqW_N3xiNfw) In this deep-dive, we discussed sectoral outlook and ground realities in: ✅ Forging Industry ✅ Smart Meter Opportunity ✅ Oil & Gas Capex Opportunity ✅ MFI Business – Risk & Growth Outlook These are emerging themes where capital allocation decisions today can shape returns over the next few years. Shoutout to Prime & Prime + members: Lets catchup this Saturday at 4 PM in coming Sadhan Prime AMA If you are a Pro Member then 📺 Watch the full Sadhan Pro Playlist (16 Deep Dives): https://www.youtube.com/playlist?list=PLNEYqp4tTNP9b4JefF4xs4MvDRKixvQCy

Shakti Pumps – What’s Really Happening? 🚰 We had partly booked profits near the peak in Shakti Pumps. Post Q3FY26 results, the stock corrected sharply. But here’s what the market is missing 👇 The weakness was largely temporary, not structural: • Maharashtra election-led execution slowdown • Delay in funding sanctions • ~₹200 Cr execution deliberately paused Yes — management paused execution despite ready inventory. Why? To protect balance sheet strength & working capital discipline. Very few management teams take the red pill 💊 Sacrifice short-term quarterly numbers To safeguard long-term cash flow stability. Now the tide seems to be turning: ✅ AIIB + State budget funds sanctioned ✅ Payments have started flowing ✅ Execution pace picking up ✅ Fresh 1 lakh pump tender expected With funding clarity improving and order visibility returning, #ShaktiPumps could be shaping up as a turnaround from here. Markets often punish discipline in the short term. Long term — they reward it. 🎥 Detailed breakdown here: https://youtu.be/_dWAFhxwABo Disclaimer: We still hold Shakti Pumps stock, so views may be biased. For educational purposes only.

🚨 Exclusive for Sadhan Members: Q3 FY26 Earnings Outlook Revealed! 🚨 Dear Sadhan Community, Missed the deep-dive into Q3 FY26 earnings? Our latest exclusive video breaks down key highlights, future outlooks, and actionable insights straight from Sadhan's analysis. Perfect for spotting high-potential opportunities in this volatile market. 👉 Watch Now (Members Only): https://youtu.be/xJ_xadaOqQQ What you'll gain: - Critical earnings trends and surprises - Forward-looking guidance on sectors we love (defense, infra, shipbuilding) - Investment strategies for the quarters ahead Not a member yet? Join our Sadhan Channel Membership for instant access to all exclusives: https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join #SadhanStocks #Q3FY26 #EarningsOutlook #StockMarketIndia Jai Hind! 🇮🇳

📊 Before the Earnings Upgrade – Electrification Smallcap Thesis Markets don’t re-rate stories. They re-rate earnings. In this follow-up deep dive, I’ve discussed why this electrification smallcap is interesting at this stage: ✔ Structural electrification tailwinds ✔ Export opportunity ✔ Forward integration → higher share of business ✔ Operating leverage kicking in ✔ Potential earnings upgrade trigger Forward integration is key here — moving up the value chain can increase wallet share with existing clients and improve margins over time. If execution sustains, earnings revision could be the real catalyst. Full detailed analysis here 👇 https://youtu.be/DQwV_xeVenc Serious investors — watch fully before forming a view.

Here’s an insightful summary of Knowledge Marine & Engineering Works Ltd post Q3 FY26 concall 👇 We decode: ✅ Unique Tonnage Tax advantage ✅ Competitive landscape (DCI & others) ✅ Growth strategy (Green tugs + Shipbuilding) ✅ Expanding TAM opportunity Full deep dive here 🎥 https://youtu.be/FxTVwoYmj3s

🚨 E2E in News Again! Shares of E2E Networks Limited hit 20% upper circuit today 🟢 Reason? Reports suggest NVIDIA Corporation has announced a collaboration with E2E to deliver advanced AI factories. E2E is building an NVIDIA Blackwell GPU cluster on its TIR platform — a big step in India’s AI compute infrastructure story. 💡 Remember — this is a small niche player in the data center / GPU cloud space that we identified quite early. Here is our 2-year-old deep-dive video on this data center beneficiary: 👉 https://www.youtube.com/watch?v=v3NFXUu4aig Sometimes, the real alpha lies in spotting emerging infra themes before they become mainstream narratives. Disc: Educational purpose only.

SGIL Q3 FY26: Turning Point or Trap? 🧵 Synergy Green's latest numbers are a mixed bag. ✅ Revenue: Up 27% QoQ ❌ Net Profit: -₹1.49 Cr ❌ Margins: 8-quarter low at 9.01% Management is targeting a massive recovery in FY27. Can they deliver, or is the debt too high? Watch the full analysis: youtu.be/9w3HQ2pIQb4

Hey Sadhan Stocks Family !🔥 my latest PRIME+ Exclusive Video just dropped! We're diving deep into a HIGH-CONVICTION SPECIAL SITUATION brewing in the Banking Space. Is this the multibagger turnaround play ? ✅ What You'll Discover: Hidden catalysts driving explosive growth Valuation deep-dive Risk-reward asymmetry ⚠️ Educational Purpose Only: This video is for learning and analysis – not investment advice. Do your own research & consult a financial advisor. This is PRIME+ only – my inner circle intel for serious investors like YOU! 👇 👉 Join PRIME+ Now & Watch Instantly: https://www.youtube.com/playlist?list=UUMOH1CbIdTzFSVq788pIVKljg #BankingStocks #SpecialSituation #PrimePlus #SadhanStocks

Till jan end ,India's leading fund house was selling the stock incessantly. Today it made a technical break out post outlier results ! Core of our investing philosophy is to be early and buy before the profit pool explodes ! Discussed this ignored stock with channel members (Video link: https://youtu.be/RUSihRHSVEk ) disclaimer: Not a recomendation to buy or sell.

Most people are looking at tax slabs, but serious investors are looking at the Budget Fine Print. We have decoded the sectors where the government just shifted billions of rupees. 📉📈 Some "popular" themes just lost their tailwinds, while others are getting a massive 300% boost in allocation. Are you holding the right stocks? In this video, we deep dive into: ✅ The Warning: Sectors like EV (PM E-Drive) and Textiles saw budget cuts. Is it time to be cautious? [02:17] ✅ The Winners: Why PLI for White Goods, Auto Components, and IT Hardware are set for a breakout. [07:14] ✅ The Surprises: The ₹10,000Cr "Bio-Pharma Shakti" mission—who benefits? [08:44] ✅ The Future: ISM 2.0 and the semiconductor design stocks to watch. [10:52] Key Stocks Discussed: 🔹 Positive Impact: Tata Power, Kaynes Tech, Epac Durables, Syrma SGS, and more. 🔹 Caution Advised: Greaves Cotton, Ramkrishna Forgings, Sangam India, etc. Stop following the noise. Understand the process and the policy shifts before the market fully prices them in. Watch the Full Deepdive here: 👇👇👇 https://youtu.be/3u9sib6Lotk

Is the transmission story over? Data says NO. POWERGRID (PGCIL) continues to surprise on execution 👇 • FY26 capex already at ₹29,200 cr, beating the original ₹28,000 cr target • FY26 capex guidance revised upward to ₹32,000 cr — and management expects to exceed it • Capitalisation target raised to ₹22,000 cr (from ₹20,000 cr) • Key 765 kV transmission lines already commissioned: – Ahmedabad–Lakadia – Bhadla II–Sikar II This is not a peak-cycle slowdown. This is order-backed, visibility-led execution. Transmission is moving into: ⚡ High-voltage corridors ⚡ Renewable evacuation The “transmission story is over” narrative doesn’t match the numbers. 🎥 We discussed the broader capex angle in this video: 👉 https://youtu.be/IYrF41S3T4c Worth revisiting transmission with fresh eyes.

📊 ₹54.1 Lakh Crore Budget — Where Is the Government Spending It? The Union Budget 2026–27 headline number looks massive. But for investors, the real insight lies in allocation, not announcements. In this video, I break down: • Where the ₹54.1 lakh crore is actually going • Capex vs revenue spending — what’s changing • Real priorities across infra, defence, railways & subsidies • What these numbers signal for growth and markets This is a numbers-first, investor-focused reading of the budget — no noise, no narratives. ▶️ Watch here: https://youtu.be/6Uom08lCouY?si=AIy-R5y3YnAdhZ4a 📌 Useful for long-term investors tracking policy, capex cycles & sectoral trends.

✅Where High Current Bushings (as these are OIP not RIP ) would be used as these are not typically used in transmission unlike RIP? Just learnt that these are being supplied to the #DataCenter industry ! #YashHV Our update on the this microcap is worth looking https://youtu.be/ZvxEDbC42iA