Sadhan Investing

Members-only videos: https://www.youtube.com/playlist?list=UUMOH1CbIdTzFSVq788pIVKljg

🚨 420 MW Wind Order = Major Tailwind for Synergy Green Senvion bags a 420 MW order from Continuum 🌬️ Guess who’s casting the giant turbine hubs? 👉 Synergy Green Industries ✅ 85%+ localization = big boost for domestic suppliers ✅ High-value castings = better margins ✅ Wind revival = multiyear visibility 📈 Senvion aims to deliver 2 GW by 2026 🔗 https://www.energetica-india.net/news/senvion-india-confirms-420-mw-wind-turbine-order-from-continuum-green-energy Sadhan Coverage: https://youtu.be/eJUwnR234mo #SynergyGreen #Senvion #WindEnergy

🧠 Advait — Energy Transition Story Unfolding (CMP: 1990) When it was trading at ₹1460 in Oct '24, we shared our early conviction on Advait. At that point, it was dirt cheap, under-followed, and understood by few. Since then: 🔹 Vijay Kedia bought ~₹1600 🔹 Ashish Kacholia entered ~₹1300 🔹 Retail participation picked up ~₹1900 🔹 Sadhan Buying? Started quietly at ~₹440 That’s the power of deep-dive research & patience. 💼📊 We don't chase — we prepare early. 🎯 Watch the latest breakdown here: ▶️ https://youtu.be/cJvQyDVAHfQ?t=869&si=mq2WzWyffjsizW4V

10-Bagger in Hand — What Now? We first spotted Shakti Pumps at ₹70. Today it’s trading near ₹940 🚀 What’s next? Trim, hold, or add? 🎯 I break down my current strategy in this new video 👇 🎥 youtu.be/M-ICeaJ9CDI

Hi Learner name, We're excited to launch a new initiative — Sadhan Inceptions — a series where we unpack emerging opportunities before they go mainstream. 🔹 In Episode 1, we’re diving deep into a fast-growing CDMO (Contract Development & Manufacturing Organization) business that’s quietly building scale. This Zoom Live session is happening this Saturday at 1 PM, and it's tailored for learners who want to go beyond the headlines. 🔍 What we’ll cover: – The company’s business moat & financials – Key global pharma tailwinds driving the story – What the market might be missing – Our take on valuation & position sizing 🗓️ Date: Saturday, 7 June 2025 🕐 Time: 1:00 PM 💰 Access Fee: ₹499 ✅ Free for Practitioner/Prime Members & Mentees 🎟️ Limited seats | Live Q&A included 📦 Recording + Presentation will be shared post-event 👉 Register here https://learn.amitabhvatsya.com/learn/My-Latest-Purchase---CDMO

🚀 Yash High Voltage jumped from ₹264 to ₹325 in just 2 days! We’ve been constructive on the stock ever since it bottomed out near ₹160 👀📈 🔍 Want early insights like this? Join the Sadhan Community today: 👉 https://tinyurl.com/r6u8kfsj

💊 CDMO DEEP DIVE — Live This Saturday @ 1 PM! A high-growth pharma sector that most investors are missing. We're doing a live deep dive into a CDMO business that’s quietly scaling big 🚀 🔍 What we’ll cover: – Business moat & financials – Global pharma tailwinds – What the market may be missing – Valuation & position sizing 🗓️ Date: Saturday, 7 June 2025 🕐 Time: 1:00 PM 💰 Access Fee: ₹499 ✅ Free for Practitioner/Prime Members & Mentees 🎟️ Limited seats | Live Q&A included 👉 Register here https://learn.amitabhvatsya.com/learn/My-Latest-Purchase---CDMO

⚡ New Report Alert – Transmission Sector Deep Dive We’ve just uploaded our latest Sector Note on the Transmission sector — packed with insights, key players, and investment angles. 📍 Available now under Sadhan Sector Notes 💡 Free with Sign-Up to Practitioner Membership 🔗 Read here: https://learn.amitabhvatsya.com/learn/home/Sadhan-Practitioner-Membership/section/534290/lesson/3911160

⚡ New Report Alert – Transmission Sector Deep Dive We’ve just uploaded our latest Sector Note on the Transmission sector — packed with insights, key players, and investment angles. 📍 Available now under Sadhan Sector Notes 💡 Free with Sign-Up to Practitioner Membership 🔗 Read here: https://learn.amitabhvatsya.com/learn/home/Sadhan-Practitioner-Membership/section/534290/lesson/3911160

⚡ Transmission Deep Dive – Part 3 is Live! We break down the Q4 results and what lies ahead for these 5 key players: 🔹 Shilchar 🔹 Skipper 🔹 TARIL (Transformers & Rectifiers) 🔹 JayBee Laminations 🔹 Hitachi Energy 📊 Backed by ₹9L Cr Capex | Policy tailwinds | Earning momentum building up! 🎥 Watch the full breakdown now: 👉 https://youtu.be/1b4eaknvvDc

https://youtube.com/live/tno4JNRWiZ0?feature=share We are LIVE Now ! Join Us !

🎯 Sadhan Watchlist – May 2025 Edition is Out! We just released the second edition of the Sadhan Watchlist — a curated list of high-conviction structural themes backed by deep research. 💡 This month’s focus: 🌬️ Wind Energy 💧 Water Infrastructure 🔒 Available exclusively to Prime Members — who get early access to distilled market wisdom, detailed breakdowns, and thematic insights every month. 👥 Not a Prime Member yet? Upgrade now to stay ahead with clarity, not noise>> https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join 👉 Long-term investing begins with better thinking. #SadhanCommunity #Watchlist #PrimeAccess #InvestSmart #MarketWisdom

🔍 Sadhan Insights — Synergy Green This small-cap is quietly scaling the global green energy value chain 🌍 ⚙️ FY25 capex enables 45K MTPA output 📈 FY27 EBITDA margin potential: ~20% 💡 +5% margin uplift from machining & solar 🌀 Riding India’s 4.1 GW wind capacity additions 🏭 RLMM draft policy boosts domestic component makers 🧾 Part of the Sadhan Practitioner Q4FY25 earnings series 🎯 Join mindful investors for quick and deep updates → https://tinyurl.com/r6u8kfsj Link to Sadhan Video: https://youtu.be/eJUwnR234mo Disclaimer: Not a recommendation !