☀ Insider Trade
Niveyshak | निवेशक
@niveyshak1
LT - Long term
MT - Mid term
ST - Short term
PF - Portfolio Stock/Don't Sell
Non-SEBI. We are not responsible for profit/loss arising out of our trade. Please do your own research/analysis. Ensure risk management + position sizing.
Niveyshak | निवेशक (English)
Are you looking to invest in the stock market but not sure where to start? Look no further than Niveyshak | निवेशक! This Telegram channel provides valuable insights and recommendations for long term (LT), mid-term (MT), short term (ST), and portfolio stock investments (PF). With the username 'niveyshak1', this channel offers a wealth of information for both seasoned investors and beginners.
Niveyshak | निवेशक emphasizes the importance of conducting your own research and analysis before making any investment decisions. They also highlight the significance of risk management and position sizing to ensure the best possible outcomes. While they are not SEBI registered, Niveyshak | निवेशक aims to educate and guide individuals on their investment journey.
Whether you are new to the stock market or a seasoned investor, Niveyshak | निवेशक is the go-to channel for valuable insights and recommendations. Join now to take your investment game to the next level!
Niveyshak | निवेशक
17 Feb, 07:16
🏛️ How to Value a Real Estate Company & Which Metrics to Look At?
👉 Why PNL statement (or PE) doesn't make sense for real estate companies ?
👉 Very well explained by Rajat Kathuria (Signature Global CEO)
Full Video
https://youtu.be/XYI7zWy9LRE
👉 Why PNL statement (or PE) doesn't make sense for real estate companies ?
👉 Very well explained by Rajat Kathuria (Signature Global CEO)
Full Video
https://youtu.be/XYI7zWy9LRE
Niveyshak | निवेशक
17 Feb, 07:05
🏛️ Tata Consumer | Preferential Allotment
#TATACONSUM #TataConsumer
- Promoters were allotted (via preferential) shares worth 1242 cr at 818/sh!
👉 Scrip is trading at 1019/sh
https://x.com/DeepPocketsHQ/status/1889782108861702229
#TATACONSUM #TataConsumer
- Promoters were allotted (via preferential) shares worth 1242 cr at 818/sh!
👉 Scrip is trading at 1019/sh
https://x.com/DeepPocketsHQ/status/1889782108861702229
Niveyshak | निवेशक
17 Feb, 07:03
🏛️ NIIT Limited | Block Deal
👉 Promoters (Pawar Family Trust) did block deal worth 100 cr of shares at 118/sh
- Additionally, Ramesh Damani has invested ₹10.2 Cr in ~8L shares (0.6%) at 125/sh
Scrip is trading at 124/sh
https://x.com/DeepPocketsHQ/status/1889790295966961804
👉 Promoters (Pawar Family Trust) did block deal worth 100 cr of shares at 118/sh
- Additionally, Ramesh Damani has invested ₹10.2 Cr in ~8L shares (0.6%) at 125/sh
Scrip is trading at 124/sh
https://x.com/DeepPocketsHQ/status/1889790295966961804
Niveyshak | निवेशक
17 Feb, 06:58
Seshasayee Paper | Promoter Acquisitions
#HIGHENERGY #Seshasayee
👉 Alternatively, promoter "High Energy Batteries" acquired shares worth INR 1.65 cr between 280-296/sh
👉 You can ignore these levels - 155-175/sh, chances are these might not come ever
Scrip is trading at 279/sh
https://x.com/DeepPocketsHQ/status/1891147395204874649
#HIGHENERGY #Seshasayee
👉 Alternatively, promoter "High Energy Batteries" acquired shares worth INR 1.65 cr between 280-296/sh
👉 You can ignore these levels - 155-175/sh, chances are these might not come ever
Scrip is trading at 279/sh
https://x.com/DeepPocketsHQ/status/1891147395204874649
Niveyshak | निवेशक
17 Feb, 06:56
High Energy Batteries | Promoter Acquisitions
#HIGHENERGY #Seshasayee
👉 Promoter "Seshasayee Paper And Boards Limited" acquired shares worth INR 9.59 cr between 492/sh and 598/sh
👉 Scrip is trading at 464/sh
https://x.com/DeepPocketsHQ/status/1891141616892600808
#HIGHENERGY #Seshasayee
👉 Promoter "Seshasayee Paper And Boards Limited" acquired shares worth INR 9.59 cr between 492/sh and 598/sh
👉 Scrip is trading at 464/sh
https://x.com/DeepPocketsHQ/status/1891141616892600808
Niveyshak | निवेशक
17 Feb, 06:53
🏛️ Usha Martin | Promoter Buying
#UshaMartin #Usha
✅ Promoters bought shares worth 18.05 cr between 302-363/sh
✅ Also, do note various entities like - promoters, trust, KMPs have sold shares worth INR 403.83 cr thus far
👉 Scrip is trading at 293/sh
https://x.com/DeepPocketsHQ/status/1891152397856014693
#UshaMartin #Usha
✅ Promoters bought shares worth 18.05 cr between 302-363/sh
✅ Also, do note various entities like - promoters, trust, KMPs have sold shares worth INR 403.83 cr thus far
👉 Scrip is trading at 293/sh
https://x.com/DeepPocketsHQ/status/1891152397856014693
Niveyshak | निवेशक
17 Feb, 06:47
✳️ Kilburn Engineering | Promoter Acquisitions
👉 In 2023, promoter bought shares worth:
a. 16.84 cr between 77 to 280/sh
b. 19.82 cr at 136/sh
👉 From 2024-2025, promoter bought shares worth:
a. 23.20 cr between 283-479/sh
b. 0 selling
Scrip is trading at 397/sh june 2023 levels
https://x.com/DeepPocketsHQ/status/1891177323585515698
👉 In 2023, promoter bought shares worth:
a. 16.84 cr between 77 to 280/sh
b. 19.82 cr at 136/sh
👉 From 2024-2025, promoter bought shares worth:
a. 23.20 cr between 283-479/sh
b. 0 selling
Scrip is trading at 397/sh june 2023 levels
https://x.com/DeepPocketsHQ/status/1891177323585515698
Niveyshak | निवेशक
17 Feb, 06:46
🏛️ Yatharth Hospitals | Promoter Buying + QIP
#Yatharth
👉 Promoter "Ajay Kumar Tyagi" bought 50k shares each time in 2023 - Nov , possible rates could be 374-402/sh
👉 Just last monday, he re-acquired 2L shares between 407-424/sh
👉 QIP was done at 595/sh ✅
https://x.com/DeepPocketsHQ/status/1891184273186546061
#Yatharth
👉 Promoter "Ajay Kumar Tyagi" bought 50k shares each time in 2023 - Nov , possible rates could be 374-402/sh
👉 Just last monday, he re-acquired 2L shares between 407-424/sh
👉 QIP was done at 595/sh ✅
https://x.com/DeepPocketsHQ/status/1891184273186546061
Niveyshak | निवेशक
17 Feb, 06:44
Cigniti Technologies
#Cigniti #COFORGE
👉 The promoters "COFORGE" bought shares worth 1023.87 cr at 1415/sh
👉 Scrip is trading near to those levels, recently jumped from 1475/sh few days back!
Do note: Promoters + Management sold shares worth 845.43 cr between Nov & Dec
https://x.com/DeepPocketsHQ/status/1883880563905601821
#Cigniti #COFORGE
👉 The promoters "COFORGE" bought shares worth 1023.87 cr at 1415/sh
👉 Scrip is trading near to those levels, recently jumped from 1475/sh few days back!
Do note: Promoters + Management sold shares worth 845.43 cr between Nov & Dec
https://x.com/DeepPocketsHQ/status/1883880563905601821
Niveyshak | निवेशक
17 Feb, 06:43
Solara Active Pharma | Promoter Buying
#SOLARA #SOLARAPHARMA
✍️ Promoter bought shares worth 5.81 cr at 519/sh
✍️ Scrip is down 5% from promoter buying price
https://x.com/DeepPocketsHQ/status/1891204152946037179
#SOLARA #SOLARAPHARMA
✍️ Promoter bought shares worth 5.81 cr at 519/sh
✍️ Scrip is down 5% from promoter buying price
https://x.com/DeepPocketsHQ/status/1891204152946037179
Niveyshak | निवेशक
17 Feb, 06:41
Me after buying the dip😵💫
The scrips keep dipping
Seems like this will never end, scary stuffs
Drawdown: 21% crossed might do 30% eventually or 40% 😐
The scrips keep dipping
Seems like this will never end, scary stuffs
Drawdown: 21% crossed might do 30% eventually or 40% 😐
Niveyshak | निवेशक
15 Feb, 10:23
SOIC | Margin Trading Facility
👉 Margin Trading Facility (MTF) book is down 7.71% CYTD to ₹764.5-bn ($8.80-bn), while NIFTY 500 is down 7.8% CYTD 🔻🔻
✔️ MTF Book as on 13-Feb-2025
✔️ Leverage going out of the system 😐
Source: SOIC
👉 Margin Trading Facility (MTF) book is down 7.71% CYTD to ₹764.5-bn ($8.80-bn), while NIFTY 500 is down 7.8% CYTD 🔻🔻
✔️ MTF Book as on 13-Feb-2025
✔️ Leverage going out of the system 😐
Source: SOIC
Niveyshak | निवेशक
15 Feb, 10:17
🏛️ 5 Paisa | Best FMCG Stocks to Buy in 2025 | Top 5 FMCG Stocks for Long Term Investment🔥
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch Here - https://youtu.be/s3g2IbohCQY
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch Here - https://youtu.be/s3g2IbohCQY
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
Niveyshak | निवेशक
15 Feb, 08:27
Worst week for Smallcap 100 index since Covid Ended the week at 9.41% down
The only weeks it was down more than this in last 7 years was:
Jan 29th 2018
Sep 24th 2018
Mar 9th 2020
Mar 16th 2020
Source: Tariq
The only weeks it was down more than this in last 7 years was:
Jan 29th 2018
Sep 24th 2018
Mar 9th 2020
Mar 16th 2020
Source: Tariq
Niveyshak | निवेशक
15 Feb, 07:51
EMS Limited | Work Order
✔️ Secured a major contract for the “ORCHARDS” project at Jaypee Wish Town, Noida. Order Value: ₹27,288.65 lakhs i.e. 272 cr (excluding GST).
✔️ Contract to be executed within 24 months.
Read here
https://forum.valuepickr.com/t/ems-limited-tapping-in-the-growth-in-the-water-management-space/157945/32?u=arka
✔️ Secured a major contract for the “ORCHARDS” project at Jaypee Wish Town, Noida. Order Value: ₹27,288.65 lakhs i.e. 272 cr (excluding GST).
✔️ Contract to be executed within 24 months.
Read here
https://forum.valuepickr.com/t/ems-limited-tapping-in-the-growth-in-the-water-management-space/157945/32?u=arka
Niveyshak | निवेशक
14 Feb, 17:06
🏛️ Electronics Mart India: Brokerages Eye 47% Upside Despite 5-Year Underperformance, Here's Why
👉 A deep dive into Electronics Mart India, the 4th largest consumer durables and electronics retailer in India.
👉 With a strong presence in the Southern region, the company boasts a diversified product portfolio of over 8,000 SKUs from 100+ brands. 🔥
Watch the interesting video here
https://youtu.be/ocUIySeaJEQ
👉 A deep dive into Electronics Mart India, the 4th largest consumer durables and electronics retailer in India.
👉 With a strong presence in the Southern region, the company boasts a diversified product portfolio of over 8,000 SKUs from 100+ brands. 🔥
Watch the interesting video here
https://youtu.be/ocUIySeaJEQ
Niveyshak | निवेशक
14 Feb, 15:24
☀ सफलता का केवल एक ही मंत्र हे Long-Term Planning + Continues commitment - PM Modi
#StayInvested #NeverGiveUp
#StayInvested #NeverGiveUp
Niveyshak | निवेशक
14 Feb, 09:24
💯 Jaako Raakhe Saaiyan Maar sake Na Koyi | Extreme Test of Patience
👉 No matter what happens we will stand through
👉 We will bleed but we will not give up
👉 Not watching PF - lost major gains
👉 No setups or no supports are working
Your believe or conviction in research will be tested today that will separate you from the rest 🙏
👉 Froth is almost over, RSI at 30 odd levels which is 1992 dot com bust or 2008 financial crisis or Covid levels
💯 Hope we bounce back soon, not expecting further downside anymore ✅
✔️ Are you with me - Let's do this ? 🔥
👉 No matter what happens we will stand through
👉 We will bleed but we will not give up
👉 Not watching PF - lost major gains
👉 No setups or no supports are working
Your believe or conviction in research will be tested today that will separate you from the rest 🙏
👉 Froth is almost over, RSI at 30 odd levels which is 1992 dot com bust or 2008 financial crisis or Covid levels
💯 Hope we bounce back soon, not expecting further downside anymore ✅
✔️ Are you with me - Let's do this ? 🔥
Niveyshak | निवेशक
14 Feb, 06:21
Pulwama Attack | 14th February
Never Forgive, Never Forget. Salute to our brave soldiers who sacrificed their lives in the Pulwama attack. 🔥
Honouring the brave hearts who gave their lives in the Pulwama Attack 🙏
#PulwamaAttack #BlackDay
Never Forgive, Never Forget. Salute to our brave soldiers who sacrificed their lives in the Pulwama attack. 🔥
Honouring the brave hearts who gave their lives in the Pulwama Attack 🙏
#PulwamaAttack #BlackDay
Niveyshak | निवेशक
14 Feb, 04:32
GROWW | Why is the stock market falling ? Are Indian Markets Overvalued ?
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch here - https://youtu.be/JTjhanhYYmg
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch here - https://youtu.be/JTjhanhYYmg
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
Niveyshak | निवेशक
14 Feb, 02:33
🏛️ Senco Gold | Concall
👉 Concall starting now at 8 AM IST, Already started
Link - Register
👉 Concall starting now at 8 AM IST, Already started
Link - Register
Niveyshak | निवेशक
13 Feb, 15:53
🏛️ Bharat Forge | Management Interview
- Defence is a lumpy business, YoY growth will remain in double digits 🔥
- Significant miss in its Q3 revenue ❌
- Challenges with the overseas subsidiary remain a burden but are expected to be resolved within six months.
👉 Watch the management interview
https://youtu.be/dNehSoe5IOI
- Defence is a lumpy business, YoY growth will remain in double digits 🔥
- Significant miss in its Q3 revenue ❌
- Challenges with the overseas subsidiary remain a burden but are expected to be resolved within six months.
👉 Watch the management interview
https://youtu.be/dNehSoe5IOI
Niveyshak | निवेशक
13 Feb, 15:49
🏛️ Electronics Mart | Management Interview
- Will be revising 15% growth target to 12% for FY25, 🔻
- Next year store launches will be less aggressive. 🔥
👉 Watch the interview here
https://youtu.be/OPtWvQKBMVQ
- Will be revising 15% growth target to 12% for FY25, 🔻
- Next year store launches will be less aggressive. 🔥
👉 Watch the interview here
https://youtu.be/OPtWvQKBMVQ
Niveyshak | निवेशक
13 Feb, 15:49
🏛️ Electronics Mart | Financial Results
*scrip is back to square one - having sold at 3X felt did the right thing until scrip started going further up and then corrected
*scrip is back to square one - having sold at 3X felt did the right thing until scrip started going further up and then corrected
Niveyshak | निवेशक
13 Feb, 10:45
🏛️ Krystal Integrated Services | New Vertical
👉 Company Identifies Waste Water Management and Effluent Treatment as Future Growth Engine 🔥
👉 Management is excited to be awarded this significant contract
from the prestigious Tindivanam Pharma Park Association in Chennai, Tamil Nadu.
👉 For them it is an
honour to be chosen as the partner of choice for such a reputed organization and project
👉 Company Identifies Waste Water Management and Effluent Treatment as Future Growth Engine 🔥
👉 Management is excited to be awarded this significant contract
from the prestigious Tindivanam Pharma Park Association in Chennai, Tamil Nadu.
👉 For them it is an
honour to be chosen as the partner of choice for such a reputed organization and project
Niveyshak | निवेशक
13 Feb, 09:47
👉 Signature Global Ltd
Result Update | February 11, 2025
👉 Motilal Oswal Reco: Buy | CMP: ₹1,225 | TP: ₹2,000 | Revised Upside: 56%
👉 Strong Growth in Pre-Sales & Cash Flows
- Company continues to scale up with ₹1,728 Cr pre-sales in Q3FY25 (+183% YoY), driven by strong absorption in Gurgaon’s mid-premium housing.
- Collections rose 27% YoY to ₹1,290 Cr, supporting debt reduction.
- The company is on track for a 35% CAGR in pre-sales over FY24-27, backed by aggressive launches and premium pricing.
👉 Key Highlights
Robust Sales: 2.38 mn sqft sold (+143% YoY), driven by new launches.
Strong Execution: Revenue ₹1,151 Cr (+335% YoY); EBITDA margin at 28.9%.
Debt Reduction: Net debt down 21.5% YoY to ₹950 Cr, targeting ₹600 Cr by FY26.
Expansion Pipeline: ₹35,000 Cr GDV planned in SPR, Golf Course Ext. & Dwaraka Exp.
👉 Valuation & Outlook
With premium projects driving margins and a strong launch pipeline, MOSWL maintain BUY with a TP of ₹2,000.
More details: Valuepickr
Result Update | February 11, 2025
👉 Motilal Oswal Reco: Buy | CMP: ₹1,225 | TP: ₹2,000 | Revised Upside: 56%
👉 Strong Growth in Pre-Sales & Cash Flows
- Company continues to scale up with ₹1,728 Cr pre-sales in Q3FY25 (+183% YoY), driven by strong absorption in Gurgaon’s mid-premium housing.
- Collections rose 27% YoY to ₹1,290 Cr, supporting debt reduction.
- The company is on track for a 35% CAGR in pre-sales over FY24-27, backed by aggressive launches and premium pricing.
👉 Key Highlights
Robust Sales: 2.38 mn sqft sold (+143% YoY), driven by new launches.
Strong Execution: Revenue ₹1,151 Cr (+335% YoY); EBITDA margin at 28.9%.
Debt Reduction: Net debt down 21.5% YoY to ₹950 Cr, targeting ₹600 Cr by FY26.
Expansion Pipeline: ₹35,000 Cr GDV planned in SPR, Golf Course Ext. & Dwaraka Exp.
👉 Valuation & Outlook
With premium projects driving margins and a strong launch pipeline, MOSWL maintain BUY with a TP of ₹2,000.
More details: Valuepickr
Niveyshak | निवेशक
13 Feb, 09:31
💯 Jupiter Wagons | Work Order
👉 Company got order from Ambuja Cement and ACC Limited for Manufacture and Supply of BCFCM RAKES Wagon Valued at INR 600 Crore
Orderbook at INR 7000 cr
Read about the company here on ValuePickr
👉 Company got order from Ambuja Cement and ACC Limited for Manufacture and Supply of BCFCM RAKES Wagon Valued at INR 600 Crore
Orderbook at INR 7000 cr
Read about the company here on ValuePickr
Niveyshak | निवेशक
13 Feb, 09:15
✅ Peter Lynch: The Secret to “Buying the Dip"
👉 Watch here - https://youtu.be/rR9kl6KkT_o
👉 Watch here - https://youtu.be/rR9kl6KkT_o
Niveyshak | निवेशक
13 Feb, 09:07
🏆 H.G. Infra Engineering – Order Inflow & FY26 Guidance
#HGINFRA
✔️ FY25 Order Inflow:
- Initially guided for ₹ 11,000-12,000 Cr, but still short by ₹ 3,000-3,500 Cr.
- New railway station order worth ₹ 8,200 Cr (including MSRDC order) will bridge the gap.
- Expecting ₹ 2,000-3,000 Cr in new orders within the next 45-50 days. 🔥
- Company Order book > Market Cap 🔥
✔️ FY26 Guidance:
- Order inflow target: ₹ 10,000 Cr 🔥
- Revenue execution target: ₹ 7,000 Cr
- EBITDA Margins: Expected to remain stable at 15-16%.
https://x.com/niveyshak/status/1889963535632871904
#HGINFRA
✔️ FY25 Order Inflow:
- Initially guided for ₹ 11,000-12,000 Cr, but still short by ₹ 3,000-3,500 Cr.
- New railway station order worth ₹ 8,200 Cr (including MSRDC order) will bridge the gap.
- Expecting ₹ 2,000-3,000 Cr in new orders within the next 45-50 days. 🔥
- Company Order book > Market Cap 🔥
✔️ FY26 Guidance:
- Order inflow target: ₹ 10,000 Cr 🔥
- Revenue execution target: ₹ 7,000 Cr
- EBITDA Margins: Expected to remain stable at 15-16%.
https://x.com/niveyshak/status/1889963535632871904
Niveyshak | निवेशक
13 Feb, 05:36
✴️ Portfolio Level Correction | Super Investors
✅ Ashish Kacholia's PF fell by 27% , ₹3500 Cr to ₹2580 Cr
✅ Mukul Agarwal's PF fell by 23%
✅ Vijay Kedia's PF fell by 35%
✅ Sunil Singhania's PF fell by 21%
👉 If you want to hedge your PF, keep accumulating gold via your wife/mother. We did too, added gold since 5300-6900/gm (not jewellery), but gold coins/biscuits.
👉 No SGBs, or ETF just pure physical gold in the form of SIPs every month from Amazon/local branded gold sellers - Senco, Kalyan, Malabar etc. Avoid local players, go for branded only.
✅ So do not get disappointed that only your PF is going through corrections, Stay Motivated and Stay Invested 🙏
✅ Ashish Kacholia's PF fell by 27% , ₹3500 Cr to ₹2580 Cr
✅ Mukul Agarwal's PF fell by 23%
✅ Vijay Kedia's PF fell by 35%
✅ Sunil Singhania's PF fell by 21%
👉 If you want to hedge your PF, keep accumulating gold via your wife/mother. We did too, added gold since 5300-6900/gm (not jewellery), but gold coins/biscuits.
👉 No SGBs, or ETF just pure physical gold in the form of SIPs every month from Amazon/local branded gold sellers - Senco, Kalyan, Malabar etc. Avoid local players, go for branded only.
✅ So do not get disappointed that only your PF is going through corrections, Stay Motivated and Stay Invested 🙏
Niveyshak | निवेशक
11 Feb, 16:22
🏛️ Campus Activewear | Financial Results
👉 Pura sansar se ladh liya is k liye, why see it yourself 😅
👉 People who troll - I know I am better than you because you neither read concall nor you know what is the business even doing
👉 You may be talented but I am hard worker because I am not so knowledgeable like you so forgive me I am slow and old school 🙏
👉 Business is still expensive, yes
Common Sense: Promoters never sold their stake ~74% - Ask yourself Why ?
👉 Pura sansar se ladh liya is k liye, why see it yourself 😅
👉 People who troll - I know I am better than you because you neither read concall nor you know what is the business even doing
👉 You may be talented but I am hard worker because I am not so knowledgeable like you so forgive me I am slow and old school 🙏
👉 Business is still expensive, yes
Common Sense: Promoters never sold their stake ~74% - Ask yourself Why ?
Niveyshak | निवेशक
11 Feb, 13:43
🏛️ JCHAC | Financial Results
POV: Gave this as a Diwali Pick for a reason: Turnaround. 🔥
POV: Gave this as a Diwali Pick for a reason: Turnaround. 🔥
Niveyshak | निवेशक
11 Feb, 10:56
IRCTC | Financial Results
✅ Q3: Cons PAT up 13.7% YoY, revenue rises 9.8% YoY
✅ Company declared 3/sh dividend
✅ Q3: Cons PAT up 13.7% YoY, revenue rises 9.8% YoY
✅ Company declared 3/sh dividend
Niveyshak | निवेशक
11 Feb, 08:48
🏛️ Interesting Market Insights | Nuvama Wealth
🔸 India’s Economy has grown 10x in the past 20 years, lifting millions out of poverty. 🔥
🔸 Corporate India’s earnings have compounded 15x, driving significant wealth creation.
🔸 Market capitalization of listed companies has surged 25x. 🔥
🔸 Demat accounts have increased 30x, showing rising retail participation. 🔥
🔸 Domestic Mutual Fund AUM has skyrocketed 100x, indicating strong inflows and trust in equity markets.
🔸 India’s Economy has grown 10x in the past 20 years, lifting millions out of poverty. 🔥
🔸 Corporate India’s earnings have compounded 15x, driving significant wealth creation.
🔸 Market capitalization of listed companies has surged 25x. 🔥
🔸 Demat accounts have increased 30x, showing rising retail participation. 🔥
🔸 Domestic Mutual Fund AUM has skyrocketed 100x, indicating strong inflows and trust in equity markets.
Niveyshak | निवेशक
11 Feb, 08:34
🏛️ Comparison of these salaries and insights on career choices
✅ IT Fresher
✅ Delivery Guy
✅ Darkstore Staff
✅ IT Fresher
✅ Delivery Guy
✅ Darkstore Staff
Niveyshak | निवेशक
11 Feb, 08:26
🏆 First Ever Investor Presentation on Transrail Lighting Ltd | Q3 & 9MFY25 🔥
A Thread 🧵
https://x.com/niveyshak/status/1889217774871830895
A Thread 🧵
https://x.com/niveyshak/status/1889217774871830895
Niveyshak | निवेशक
11 Feb, 06:59
Rishabh Instruments | Management Interview
- Confident that the Electronics business will continue to grow
- Aluminium high pressure die-castings business will break-even in next 2-3 quarters.
- Management believes good times are ahead
Watch the interview here
https://youtu.be/8ZtpNDJYy5c
- Confident that the Electronics business will continue to grow
- Aluminium high pressure die-castings business will break-even in next 2-3 quarters.
- Management believes good times are ahead
Watch the interview here
https://youtu.be/8ZtpNDJYy5c
Niveyshak | निवेशक
08 Feb, 17:25
💯 Jindal Drilling | Operational Efficiency
#JINDALDRILLING #JINDRILL
- 100% operational efficiency expected in March 2025 for the first time in 7-9 years! 🔥
- Continuous rig refurbishments earlier prevented full operational capacity.
- With all rigs running, the full financial impact will be visible.🔥
A major milestone for Jindal Drilling after nearly a decade!
#JINDALDRILLING #JINDRILL
- 100% operational efficiency expected in March 2025 for the first time in 7-9 years! 🔥
- Continuous rig refurbishments earlier prevented full operational capacity.
- With all rigs running, the full financial impact will be visible.🔥
A major milestone for Jindal Drilling after nearly a decade!
Niveyshak | निवेशक
08 Feb, 10:40
Jyoti CNC | Scrip Rally
📌 Scrip already rallied 15% in last few days expecting good results
📌 This is in line with street expectations (probably unknown to me - I don't track what street expects)
📌 Not expecting fireworks tomorrow, expecting price to tank ...😜
📌 Scrip already rallied 15% in last few days expecting good results
📌 This is in line with street expectations (probably unknown to me - I don't track what street expects)
📌 Not expecting fireworks tomorrow, expecting price to tank ...😜
Niveyshak | निवेशक
08 Feb, 10:24
⛱️ Jyoti CNC Automation | Financial Results
Sales up 4.39% QoQ and 19.01% YoY 🔥
Total Revenue up 1.73% QoQ and 17.91% YoY 🔥
Net Profit up 5.75% QoQ and 67.08% YoY 🔥
EPS up 6.30% QoQ and 44.29% YoY 🔥
Sales up 4.39% QoQ and 19.01% YoY 🔥
Total Revenue up 1.73% QoQ and 17.91% YoY 🔥
Net Profit up 5.75% QoQ and 67.08% YoY 🔥
EPS up 6.30% QoQ and 44.29% YoY 🔥
Niveyshak | निवेशक
08 Feb, 08:31
📌 Results Today | Q3 Financial Results
Suraksha Diagnostic Ltd
Godavari Biorefineries Ltd
Brainbees Solutions Ltd ⛱️
Apeejay Surrendra Park Hotels Ltd
Jyoti CNC Automation Ltd ⛱️
Lagnam Spintex Ltd
Elin Electronics Ltd ⛱️
G-Tec Janix Education Ltd
Kapston Services Ltd
India Power Corporation Ltd
Shradha Infraprojects Ltd
HEC Infra Projects Ltd
Focus Lighting & Fixtures Ltd ⛱️
Sakar Healthcare Ltd ⛱️
ICE Make Refrigeration Ltd ⛱️
Paras Defence and Space Technologies Ltd ⛱️
Exxaro Tiles Ltd
Meghmani Organics Ltd ⛱️
India Pesticides Ltd ⛱️
Aarti Surfactants Ltd ⛱️
Likhitha Infrastructure Ltd ⛱️
Affle India Ltd ⛱️
Add-Shop E-Retail Ltd
Kenvi Jewels Ltd
IFGL Refractories Ltd ⛱️
Oceanic Foods Ltd
Advanced Enzyme Technologies Ltd
Mawana Sugars Ltd
Shiv Kamal Impex Ltd
Premium Capital Market & Investments Ltd
Texel Industries Ltd
Ambar Protein Industries Ltd
Hem Holdings & Trading Ltd
Continental Securities Ltd
Sangam Finserv Ltd
Beryl Drugs Ltd
Constronics Infra Ltd
Ras Resorts & Apart Hotels Ltd
Tirupati Starch & Chemicals Ltd
Suraj Products Ltd
Confidence Petroleum India Ltd
Jainco Projects (India) Ltd
Arihant's Securities Ltd
Venmax Drugs & Pharmaceuticals Ltd
Mipco Seamless Rings (Gujarat) Ltd
Dhanlaxmi Fabrics Ltd
Konndor Industries Ltd
Tinna Rubber & Infrastructure Ltd ⛱️
Sejal Glass Ltd
IEC Education Ltd
GSL Securities Ltd
Arrow Greentech Ltd ⛱️
Vama Industries Ltd
Stylam Industries Ltd ⛱️
SMIFS Capital Markets Ltd
Patels Airtemp (India) Ltd ⛱️
Orient Beverages Ltd
Milestone Global Ltd
Gowra Leasing & Finance Ltd
Everlon Financials Ltd
Dhampure Speciality Sugars Ltd
BSEL ALGO Ltd
A.K.Capital Services Ltd
Ushakiran Finance Ltd
Sulabh Engineers & Services Ltd
Sarda Energy & Minerals Ltd ⛱️
Omega Ag Seeds (Punjab) Ltd
Fine Line Circuits Ltd
Alfa Ica (India) Ltd
Patidar Buildcon Ltd
Pan Electronics (India) Ltd
Banco Products (India) Ltd ⛱️
Systematix Securities Ltd
P B A Infrastructure Ltd
Hindustan Copper Ltd ⛱️
Prakash Industries Ltd ⛱️
Z F Steering Gear (India) Ltd ⛱️
WEP Solutions Ltd
Shaily Engineering Plastics Ltd ⛱️
Poona Dal and Oil Industries Ltd
Jayant Agro Organics Ltd ⛱️
Coastal Roadways Ltd
Cil Securities Ltd
Autoline Industries Ltd
Atul Auto Ltd ⛱️
Andhra Petrochemicals Ltd ⛱️
Pakka Ltd ⛱️
XPRO India Ltd
Solitaire Machine Tools Ltd
Sambandam Spinning Mills Ltd
Dynamic Portfolio Management & Services Ltd
Suraksha Diagnostic Ltd
Godavari Biorefineries Ltd
Brainbees Solutions Ltd ⛱️
Apeejay Surrendra Park Hotels Ltd
Jyoti CNC Automation Ltd ⛱️
Lagnam Spintex Ltd
Elin Electronics Ltd ⛱️
G-Tec Janix Education Ltd
Kapston Services Ltd
India Power Corporation Ltd
Shradha Infraprojects Ltd
HEC Infra Projects Ltd
Focus Lighting & Fixtures Ltd ⛱️
Sakar Healthcare Ltd ⛱️
ICE Make Refrigeration Ltd ⛱️
Paras Defence and Space Technologies Ltd ⛱️
Exxaro Tiles Ltd
Meghmani Organics Ltd ⛱️
India Pesticides Ltd ⛱️
Aarti Surfactants Ltd ⛱️
Likhitha Infrastructure Ltd ⛱️
Affle India Ltd ⛱️
Add-Shop E-Retail Ltd
Kenvi Jewels Ltd
IFGL Refractories Ltd ⛱️
Oceanic Foods Ltd
Advanced Enzyme Technologies Ltd
Mawana Sugars Ltd
Shiv Kamal Impex Ltd
Premium Capital Market & Investments Ltd
Texel Industries Ltd
Ambar Protein Industries Ltd
Hem Holdings & Trading Ltd
Continental Securities Ltd
Sangam Finserv Ltd
Beryl Drugs Ltd
Constronics Infra Ltd
Ras Resorts & Apart Hotels Ltd
Tirupati Starch & Chemicals Ltd
Suraj Products Ltd
Confidence Petroleum India Ltd
Jainco Projects (India) Ltd
Arihant's Securities Ltd
Venmax Drugs & Pharmaceuticals Ltd
Mipco Seamless Rings (Gujarat) Ltd
Dhanlaxmi Fabrics Ltd
Konndor Industries Ltd
Tinna Rubber & Infrastructure Ltd ⛱️
Sejal Glass Ltd
IEC Education Ltd
GSL Securities Ltd
Arrow Greentech Ltd ⛱️
Vama Industries Ltd
Stylam Industries Ltd ⛱️
SMIFS Capital Markets Ltd
Patels Airtemp (India) Ltd ⛱️
Orient Beverages Ltd
Milestone Global Ltd
Gowra Leasing & Finance Ltd
Everlon Financials Ltd
Dhampure Speciality Sugars Ltd
BSEL ALGO Ltd
A.K.Capital Services Ltd
Ushakiran Finance Ltd
Sulabh Engineers & Services Ltd
Sarda Energy & Minerals Ltd ⛱️
Omega Ag Seeds (Punjab) Ltd
Fine Line Circuits Ltd
Alfa Ica (India) Ltd
Patidar Buildcon Ltd
Pan Electronics (India) Ltd
Banco Products (India) Ltd ⛱️
Systematix Securities Ltd
P B A Infrastructure Ltd
Hindustan Copper Ltd ⛱️
Prakash Industries Ltd ⛱️
Z F Steering Gear (India) Ltd ⛱️
WEP Solutions Ltd
Shaily Engineering Plastics Ltd ⛱️
Poona Dal and Oil Industries Ltd
Jayant Agro Organics Ltd ⛱️
Coastal Roadways Ltd
Cil Securities Ltd
Autoline Industries Ltd
Atul Auto Ltd ⛱️
Andhra Petrochemicals Ltd ⛱️
Pakka Ltd ⛱️
XPRO India Ltd
Solitaire Machine Tools Ltd
Sambandam Spinning Mills Ltd
Dynamic Portfolio Management & Services Ltd
Niveyshak | निवेशक
06 Feb, 19:49
GROWW | Impact of income tax changes on stocks in 2025 | 2 stocks worth researching
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch here - https://youtu.be/tJGdnQMKfkw
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch here - https://youtu.be/tJGdnQMKfkw
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
Niveyshak | निवेशक
06 Feb, 17:06
💯 Onsource Industries - Pump & Dump
Received this message today morning, ignored initially.
Then thought of looking up and voila! 😅
These "FinDiary" pricks are doing broadcasts message - wants people to make fast money where promoter"Mr. Vibhu Maurya" gets liquidity to exit. Better luck next time idiots 😆
Be Careful, not to fall for such TRAPS! 🙏
Received this message today morning, ignored initially.
Then thought of looking up and voila! 😅
These "FinDiary" pricks are doing broadcasts message - wants people to make fast money where promoter"Mr. Vibhu Maurya" gets liquidity to exit. Better luck next time idiots 😆
Be Careful, not to fall for such TRAPS! 🙏
Niveyshak | निवेशक
06 Feb, 12:06
⛺ Texmaco Rail | Promoter Acquisitions
👉 Promoters acquired shares of the company worth 4.94 cr!
👉 Promoters acquired shares of the company worth 4.94 cr!
Niveyshak | निवेशक
06 Feb, 11:56
⛺ Our Investment In West Bengal Has Increased 20x In Less Than A Decade: Mukesh Ambani | CNBC TV18
👉 Even I am also in shock, if our CM does something for the city and it's people when other states are progressing fast forward ours is lacking far behind due to:
- Communism
- Poor infrastructure
- Lack of Jobs
- Problem of illegal Immigrants
👉 It is very tough to call our city as "City of Joy" anymore 🥲
👉 Watch here - https://youtu.be/dTE-BG3DaCc
👉 Even I am also in shock, if our CM does something for the city and it's people when other states are progressing fast forward ours is lacking far behind due to:
- Communism
- Poor infrastructure
- Lack of Jobs
- Problem of illegal Immigrants
👉 It is very tough to call our city as "City of Joy" anymore 🥲
👉 Watch here - https://youtu.be/dTE-BG3DaCc
Niveyshak | निवेशक
06 Feb, 11:15
Texmaco Rail | Q3FY25 Concall Highlights
📌 Order book: Over 11,000 wagons in hand.
📌 Order split: 75% from Railways, 25% from private entities.
📌 Electrical division: Holds orders worth ₹2,000+ Cr.
📌 Order book: Over 11,000 wagons in hand.
📌 Order split: 75% from Railways, 25% from private entities.
📌 Electrical division: Holds orders worth ₹2,000+ Cr.
Niveyshak | निवेशक
06 Feb, 09:01
⛺ CAMS - Indirect Bet on Financialization | ValuePickr
📌 A nice read from this gentlemen 👇
📌 https://forum.valuepickr.com/t/cams-indirect-bet-on-financialization/43609/294?u=arka
📌 A nice read from this gentlemen 👇
📌 https://forum.valuepickr.com/t/cams-indirect-bet-on-financialization/43609/294?u=arka
Niveyshak | निवेशक
06 Feb, 08:50
Sula Vineyards | Management Interview
https://youtu.be/l-W2n38mydo
- Impacted by urban slowdown & regulatory headwinds over last 6 months, but there are signs of recovery now.
- Expect margin to improve 250 bps in Q4'
- Sula says that Telangana payment issues are being resolved, adds that the co will be increasing its focus on value wines portfolio.
Sula Vineyards hits 52 week low on a weak show in Q3FY25 but management believes things will get better from here on
- FY26 will be better than FY25
- Sulafest was a hit in Feb 2025
- Margins have bottomed in Q3FY25
https://youtu.be/l-W2n38mydo
- Impacted by urban slowdown & regulatory headwinds over last 6 months, but there are signs of recovery now.
- Expect margin to improve 250 bps in Q4'
- Sula says that Telangana payment issues are being resolved, adds that the co will be increasing its focus on value wines portfolio.
Sula Vineyards hits 52 week low on a weak show in Q3FY25 but management believes things will get better from here on
- FY26 will be better than FY25
- Sulafest was a hit in Feb 2025
- Margins have bottomed in Q3FY25
Niveyshak | निवेशक
06 Feb, 08:44
RR Kabel | Smart Money
1210+ 🔻🔻
✍️ Scrip is trading near "Norges Bank On Account Of The Government Pension Fund Global" buying level of 1180/sh
1210+ 🔻🔻
✍️ Scrip is trading near "Norges Bank On Account Of The Government Pension Fund Global" buying level of 1180/sh
Niveyshak | निवेशक
24 Jan, 07:21
Latest Update From Vaishnavi | Small Update
👉 Vaishnavi has resumed work and is back to normal life..
👉 All you good people out there - Dil se thank you. I bow down and show my respect to you 😬🙏
👉 Deepest gratitude and thanks to all of you who all donated and I am super proud we were able to see through this 🙏 ❤️
👉 Vaishnavi has resumed work and is back to normal life..
👉 All you good people out there - Dil se thank you. I bow down and show my respect to you 😬🙏
👉 Deepest gratitude and thanks to all of you who all donated and I am super proud we were able to see through this 🙏 ❤️
Niveyshak | निवेशक
24 Jan, 06:38
Q1 & Q2 Saw Negative Growth Due To The Biotech Funding Issue: Syngene International | CNBC TV18
Watch the management interview here - https://youtu.be/4J-ZQZFm5d0
Watch the management interview here - https://youtu.be/4J-ZQZFm5d0
Niveyshak | निवेशक
24 Jan, 06:01
Keep your faith in your research and your investments! Stay Invested 🙏
https://x.com/niveyshak/status/1882669178873577686
https://x.com/niveyshak/status/1882669178873577686
Niveyshak | निवेशक
23 Jan, 11:35
🏛️ Equity Stocks | Below QIP rate
👉 Almost 50% of QIPs are now trading below QIP price. [Data - CY2023 & CY2024]
👉 Further deterioration might slow down fund raising.
Stocks 👇
- Hitech Pipe: -33%
- Yatharth Hospital: -24%
- Sansera Engg: -24%
- Adani Ent: -23%
- HCC: -23%
- Epigral: -19%
- Pondy Oxide: -17%
- Zomato: -12%
- Wonderla: -10%
- Zaggle Prepaid: -9%
- Torrent Power: -8%
- Kalpataru Project: -8%
- Bharat Forge: -7%
- Varun Beverages: -4%
- Paras Defence: -2%
- Senco Gold: - 16.8%
- Godrej Properties: - 14%
Source: Nirav & Sumit
👉 Almost 50% of QIPs are now trading below QIP price. [Data - CY2023 & CY2024]
👉 Further deterioration might slow down fund raising.
Stocks 👇
- Hitech Pipe: -33%
- Yatharth Hospital: -24%
- Sansera Engg: -24%
- Adani Ent: -23%
- HCC: -23%
- Epigral: -19%
- Pondy Oxide: -17%
- Zomato: -12%
- Wonderla: -10%
- Zaggle Prepaid: -9%
- Torrent Power: -8%
- Kalpataru Project: -8%
- Bharat Forge: -7%
- Varun Beverages: -4%
- Paras Defence: -2%
- Senco Gold: - 16.8%
- Godrej Properties: - 14%
Source: Nirav & Sumit
Niveyshak | निवेशक
22 Jan, 06:27
🏛️ Niveyshak Chat Group Open For All Members 🔥
👉 Please use the group at your own perusal, and responsibly. Do not get carried away with emotions and buy blindly whatever is discussed here. Always do your due diligence ❤️
👉 Number of members have increased to 1500+
👉 Group Link: https://t.me/niveyshak
👉 Please use the group at your own perusal, and responsibly. Do not get carried away with emotions and buy blindly whatever is discussed here. Always do your due diligence ❤️
👉 Number of members have increased to 1500+
👉 Group Link: https://t.me/niveyshak
Niveyshak | निवेशक
22 Jan, 06:26
MMI Index | Extreme fear
✅ "Looking at the Market Mood Index (MMI) in 'Extreme Fear,' it's natural for investors to feel uneasy. But remember, fear is often the companion of opportunity. This is when most people panic, but experience investors see it as a chance to buy assets at a discount.
✅ Extreme fear usually signals that a lot of bad news is already priced in, and long-term prospects can improve from here. It’s important to stick to your investment plan, and focus on fundamentals
✅ Ask yourself: Are you investing for the next few weeks or the next few years? The key is to stay disciplined, avoid emotional decisions, and think long-term
✅ Take a step back, assess your financial goals, and stay the course. Remember Warren Buffett’s famous words: 'Be fearful when others are greedy, and greedy when others are fearful.' Fear is temporary, but smart decisions made during these times can yield lasting rewards"🔥
✅ "Looking at the Market Mood Index (MMI) in 'Extreme Fear,' it's natural for investors to feel uneasy. But remember, fear is often the companion of opportunity. This is when most people panic, but experience investors see it as a chance to buy assets at a discount.
✅ Extreme fear usually signals that a lot of bad news is already priced in, and long-term prospects can improve from here. It’s important to stick to your investment plan, and focus on fundamentals
✅ Ask yourself: Are you investing for the next few weeks or the next few years? The key is to stay disciplined, avoid emotional decisions, and think long-term
✅ Take a step back, assess your financial goals, and stay the course. Remember Warren Buffett’s famous words: 'Be fearful when others are greedy, and greedy when others are fearful.' Fear is temporary, but smart decisions made during these times can yield lasting rewards"🔥
Niveyshak | निवेशक
22 Jan, 06:12
🏦 Investors | Different Moods
👉 Kya re bhailog and behenlog, dadalog and didilog
-> khushi to thah bull markets mai.. 😀
--> Rona chalu bear markets mai ? Aisa kaisa hoga 😒
👉 Nai nai ..itna mood swings bilkul nehi pasand hai.. 😔
👉 These are good times to add your favorite businesses
👉 Mai jhukega nehi salaa 🤙
Stay Invested ladies and Gentlemen 🙏
👉 Kya re bhailog and behenlog, dadalog and didilog
-> khushi to thah bull markets mai.. 😀
--> Rona chalu bear markets mai ? Aisa kaisa hoga 😒
👉 Nai nai ..itna mood swings bilkul nehi pasand hai.. 😔
👉 These are good times to add your favorite businesses
👉 Mai jhukega nehi salaa 🤙
Stay Invested ladies and Gentlemen 🙏
Niveyshak | निवेशक
21 Jan, 14:08
🏛️ SOIC | Smart Money is Buying these Stocks! 🏋️♀️
👉 Watch here - https://youtu.be/rP2QvQI59lE
👉 Watch here - https://youtu.be/rP2QvQI59lE
Niveyshak | निवेशक
21 Jan, 11:04
☀ AGI Greenpac | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 11:03
☀ J & K Bank | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 11:02
☀ Oberoi Realty | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 11:02
☀ Aurum Proptech | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 11:01
☀ Raghav Product | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 11:01
☀ L&T Finance Ltd | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 11:00
☀ Indoco Remedies | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 10:59
☀ South India Bank | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 10:59
☀ Prime Securities | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 10:58
☀ A B Real Estate | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 10:57
☀ UCO Bank | Financial Results
*Feel free to push emojis if you wants setups for the same or you can ignore
*Feel free to push emojis if you wants setups for the same or you can ignore
Niveyshak | निवेशक
21 Jan, 06:20
🏝️ Globus Spirits | SHP Update
#Globusspr #GlobusSpirits
⚡ FII & DII both added (yearly is up)
⚡ Public is down and decreasing 😅
Note: Elpro International who bought 1.79L shares at 1113 sold it at loss of 25%
#Globusspr #GlobusSpirits
⚡ FII & DII both added (yearly is up)
⚡ Public is down and decreasing 😅
Note: Elpro International who bought 1.79L shares at 1113 sold it at loss of 25%
Niveyshak | निवेशक
21 Jan, 05:51
🏛️ Globus Spirits | Government reduces price of FCI rice for distilleries producing ethanol to Rs 2,250 per quintal
👉 Read here - Link
👉 Watch here - https://youtu.be/9aZJT5LOrys
👉 Read here - Link
👉 Watch here - https://youtu.be/9aZJT5LOrys
Niveyshak | निवेशक
20 Jan, 17:30
Contd...
✅ Financial Highlights (Post-Merger, FY24–FY27E):
👉 Revenue: ₹26,807 Mn → ₹40,718 Mn
👉 EBITDA: ₹2,298 Mn → ₹7,191 Mn | EBITDA Margin: 8.6% → 17.7%
👉 PAT: ₹-490 Mn → ₹3,740 Mn
👉 RoCE: Expected to improve to 22.5% by FY27E.
✅ Risks:
👉 Dependency on key geographies and product-related risks in realizing merger synergies.
👉 Execution challenges during the integration of Viyash Life Science.
📈 Initiate BUY with a target price of ₹275. 🔥🔥
✅ Financial Highlights (Post-Merger, FY24–FY27E):
👉 Revenue: ₹26,807 Mn → ₹40,718 Mn
👉 EBITDA: ₹2,298 Mn → ₹7,191 Mn | EBITDA Margin: 8.6% → 17.7%
👉 PAT: ₹-490 Mn → ₹3,740 Mn
👉 RoCE: Expected to improve to 22.5% by FY27E.
✅ Risks:
👉 Dependency on key geographies and product-related risks in realizing merger synergies.
👉 Execution challenges during the integration of Viyash Life Science.
📈 Initiate BUY with a target price of ₹275. 🔥🔥
Niveyshak | निवेशक
19 Jan, 18:56
💯As per SHP Data: Sep 2024 🏆
✅ FII Holdings: Up
✅ DII Holdings: Up
Promoters: Constant (or increasing)
Public: Exiting or down by half ~50%
Number of Shareholders: Decreasing
SMEs: Just 4 🔥🔥
Mainboards: 135 🔥
⚡ Note: Awaiting latest shp data to see what Nov/Dec data will look like and then will publish it. Bookmark the tweet (if you want)
https://x.com/niveyshak/status/1881050385688695273
✅ FII Holdings: Up
✅ DII Holdings: Up
Promoters: Constant (or increasing)
Public: Exiting or down by half ~50%
Number of Shareholders: Decreasing
SMEs: Just 4 🔥🔥
Mainboards: 135 🔥
⚡ Note: Awaiting latest shp data to see what Nov/Dec data will look like and then will publish it. Bookmark the tweet (if you want)
https://x.com/niveyshak/status/1881050385688695273
Niveyshak | निवेशक
19 Jan, 17:00
🏝️ Angel One | SHP Update
#A1 #AngelOne
⚡ FII & DII both added (quarterly is up)
⚡ Public is down and decreasing 😅
#A1 #AngelOne
⚡ FII & DII both added (quarterly is up)
⚡ Public is down and decreasing 😅
Niveyshak | निवेशक
19 Jan, 16:46
🏛️ #CDSL | SHP Update
👉 FII stakes up but DII stakes down 😬
👉 Promoter stake constant + public stake is also up 👀
👉 FII stakes up but DII stakes down 😬
👉 Promoter stake constant + public stake is also up 👀
Niveyshak | निवेशक
19 Jan, 11:50
🏝️ Average karte karte "Promoter" ban gaya!!
👉 Right now his (public) stake is more than one of the promoter 😀
⚡ Note:
a. Not disclosing the name as it carries high risk and not an investment.
b. Data is for educational purpose only
c. If you are still doing it, please do so at your own risk!
👉 Right now his (public) stake is more than one of the promoter 😀
⚡ Note:
a. Not disclosing the name as it carries high risk and not an investment.
b. Data is for educational purpose only
c. If you are still doing it, please do so at your own risk!
Niveyshak | निवेशक
19 Jan, 10:03
🏛️ Netweb - Q3 FYE2025 | Investor Presentation 🚀
✔️ Growth Drivers
AI Revenue 136.3% YoY, contributing 14.7% to 9M FY25 revenue 🔥🔥
✔️ Strong sectors
a. Higher Education & Research: 32% share
b. IT & ITeS: 25%
c. Space & Defense: 24%
✍️ 255 repeat customers contributing 85% to overall revenue
✍️ 103 New Clients onboarded across diverse industries in 9M’FY25
✍️ Govt vs Non-Govt Revenue Split: 60:40 🔥🔥
✔️ Orderbook
Total: ₹360 Cr
L1 pipeline: ₹350 Cr
✔️ Key Achievements
a. Launched Intel Sapphire Rapids & AMD Genoa high-end computing servers.
b. Collaborating with NVIDIA to develop AI GPU systems on the Blackwell platform.
c. Enhanced global footprint with plans to establish service networks in Europe and the Middle East.
✔️ Financial Performance
Revenue: ₹3,340 Mn (+31.8% YoY).
PAT: ₹303 Mn (+16.6% YoY).
ROCE: 28.2%, ROE: 20.9% (annualized).
✔️ Future Plans
✍️ Expanding AI sovereign cloud and network switches portfolio.
✍️ Capturing the demand surge for private cloud and generative AI infrastructure
✔️ Growth Drivers
AI Revenue 136.3% YoY, contributing 14.7% to 9M FY25 revenue 🔥🔥
✔️ Strong sectors
a. Higher Education & Research: 32% share
b. IT & ITeS: 25%
c. Space & Defense: 24%
✍️ 255 repeat customers contributing 85% to overall revenue
✍️ 103 New Clients onboarded across diverse industries in 9M’FY25
✍️ Govt vs Non-Govt Revenue Split: 60:40 🔥🔥
✔️ Orderbook
Total: ₹360 Cr
L1 pipeline: ₹350 Cr
✔️ Key Achievements
a. Launched Intel Sapphire Rapids & AMD Genoa high-end computing servers.
b. Collaborating with NVIDIA to develop AI GPU systems on the Blackwell platform.
c. Enhanced global footprint with plans to establish service networks in Europe and the Middle East.
✔️ Financial Performance
Revenue: ₹3,340 Mn (+31.8% YoY).
PAT: ₹303 Mn (+16.6% YoY).
ROCE: 28.2%, ROE: 20.9% (annualized).
✔️ Future Plans
✍️ Expanding AI sovereign cloud and network switches portfolio.
✍️ Capturing the demand surge for private cloud and generative AI infrastructure
Niveyshak | निवेशक
19 Jan, 09:34
💯 Market Cap < 5000 cr | 3X Multibagger ? 🏆
✍️ Healthy Ratios:
a. ROCE > 50%
b. ROIC > 50% &
c. ROE > 60% 🔥🔥
✍️ Debt free & pledge free business with horrible promoter holdings 🤡
✍️ Best part:
a. 3 Years (ROE) > 40% is itself a track record in hospitality sector!!
b. 5 Years CAGR > 90% 🔥🔥
✍️ SHP Data
a. FII became more than double
b. Public is out, sweet ❤️
👉 With improving working capital requirements which have reduced to less than 60 days 😃
https://x.com/niveyshak/status/1880911324579783077
⚡ Note:
a. Not disclosing the name as it carries high risk and not an investment.
b. Data is for educational purpose only
c. If you are still doing it, please do so at your own risk!
✍️ Healthy Ratios:
a. ROCE > 50%
b. ROIC > 50% &
c. ROE > 60% 🔥🔥
✍️ Debt free & pledge free business with horrible promoter holdings 🤡
✍️ Best part:
a. 3 Years (ROE) > 40% is itself a track record in hospitality sector!!
b. 5 Years CAGR > 90% 🔥🔥
✍️ SHP Data
a. FII became more than double
b. Public is out, sweet ❤️
👉 With improving working capital requirements which have reduced to less than 60 days 😃
https://x.com/niveyshak/status/1880911324579783077
⚡ Note:
a. Not disclosing the name as it carries high risk and not an investment.
b. Data is for educational purpose only
c. If you are still doing it, please do so at your own risk!
Niveyshak | निवेशक
19 Jan, 07:43
🏛️ First Ever PPT from Vision Infra Equipment Solutions (SME) 🔥 #VIESL #VisionInfra
A Thread 🧵 👇
https://x.com/niveyshak/status/1880881791831019846
A Thread 🧵 👇
https://x.com/niveyshak/status/1880881791831019846
Niveyshak | निवेशक
19 Jan, 06:41
🏛️ Oriana Power | Tender
👉 The Co. has won the tender in Tranche Bucket 1 bid as declared by SECI 🔥
👉 Co. is now focusing more on Green Hydrogen theme & diversifying from Solar Epc as the segment is crowded & margin pressure is seen & will hamper profitability 🏝️
👉 The Co. has won the tender in Tranche Bucket 1 bid as declared by SECI 🔥
👉 Co. is now focusing more on Green Hydrogen theme & diversifying from Solar Epc as the segment is crowded & margin pressure is seen & will hamper profitability 🏝️
Niveyshak | निवेशक
19 Jan, 06:38
🏛️ Consolidate Data of Results | Released this Quarter
👉 Companies that have posted very good quarterly results, with an increase in both sales and profit on a QoQ and YoY basis 🔥🔥🔥
Source: Deepak
👉 Companies that have posted very good quarterly results, with an increase in both sales and profit on a QoQ and YoY basis 🔥🔥🔥
Source: Deepak
Niveyshak | निवेशक
19 Jan, 06:31
🏛️ Block and Bulk Deals [From the Archives]:
👉 Block Deals
🔹 Azad India Mobility: FIIs sell 34cr worth of shares to other FIIs
👉 Bulk Deals
🔹 One Mobikwik Systems: Mutual Funds and DIIs sell stock worth 78.21cr
🔹 Gujarat Natural Resources: Rajasthan Gases acquires shares worth 9cr from public
✍️ Note: This is old data, please cross check on exchange!
👉 Block Deals
🔹 Azad India Mobility: FIIs sell 34cr worth of shares to other FIIs
👉 Bulk Deals
🔹 One Mobikwik Systems: Mutual Funds and DIIs sell stock worth 78.21cr
🔹 Gujarat Natural Resources: Rajasthan Gases acquires shares worth 9cr from public
✍️ Note: This is old data, please cross check on exchange!
Niveyshak | निवेशक
19 Jan, 06:29
🏛️ Insider Trades | Buying & Selling
✍️ Buying
👉 Anant Raj: Promoter buys 0.33% of the company worth 100cr via preference issue
✍️ Selling
👉 KN Agri Resources: Promoter sells 4.35% of the company worth 31.73cr
👉 Transteel Seating: Promoter sells 1.16% of the company worth 2.44cr
👉 Bartronics India: Promoter sells 6.57% of the company worth 42.03cr
✍️ Buying
👉 Anant Raj: Promoter buys 0.33% of the company worth 100cr via preference issue
✍️ Selling
👉 KN Agri Resources: Promoter sells 4.35% of the company worth 31.73cr
👉 Transteel Seating: Promoter sells 1.16% of the company worth 2.44cr
👉 Bartronics India: Promoter sells 6.57% of the company worth 42.03cr
Niveyshak | निवेशक
19 Jan, 06:24
🏝️ Headline Indices are 🔻10-12 % from highs 🔥
👉 List of 200+ Companies 🔻25+ %, Mcap > 10,000 Cr 👀
Source: Equity Insights
👉 List of 200+ Companies 🔻25+ %, Mcap > 10,000 Cr 👀
Source: Equity Insights
Niveyshak | निवेशक
19 Jan, 06:03
🏛️ GROWW | Fundamental analysis of Nuvama | FII increasing stake ft. Mr. Akshay Jogani 🔥
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch Here - https://youtu.be/SpPhRLlF22s
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
👉 Before deciding any investments make sure to study them and not just take them at face value
Watch Here - https://youtu.be/SpPhRLlF22s
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
Niveyshak | निवेशक
13 Jan, 09:46
💯 Niveyshak Community | Investors and Traders
⚡️Market Sentiments
⚡️Investors Mindset
⚡️2024 - How it was?
⚡️2025 - What's Ahead?
⚡️Equity vs Real Estate: Comparison
⚡️Probabilities: Earnings Growth
⚡️Avoid High PE at top w/o Earnings
⚡️LT view changed: Bullish to Bearish
⚡️Do not sell PF - Bought for LT Term
⚡️ Will continue SIPs, Fully invested.
⚡️ Making Efforts to Arrange Cash
✅ I AM NOT SELLING MY PF, HAVE TURNED BEARISH FOR NOW
⚡️Market Sentiments
⚡️Investors Mindset
⚡️2024 - How it was?
⚡️2025 - What's Ahead?
⚡️Equity vs Real Estate: Comparison
⚡️Probabilities: Earnings Growth
⚡️Avoid High PE at top w/o Earnings
⚡️LT view changed: Bullish to Bearish
⚡️Do not sell PF - Bought for LT Term
⚡️ Will continue SIPs, Fully invested.
⚡️ Making Efforts to Arrange Cash
✅ I AM NOT SELLING MY PF, HAVE TURNED BEARISH FOR NOW
Niveyshak | निवेशक
13 Jan, 06:40
How The Order Win From ONGC Will Impact Deep Industries Balance Sheet | Deep Industries Analysis
👉 Company is confident of maintaining 40% margins 🔥
👉 Watch here - https://youtu.be/ynUiFBCYUPs
👉 Company is confident of maintaining 40% margins 🔥
👉 Watch here - https://youtu.be/ynUiFBCYUPs
Niveyshak | निवेशक
13 Jan, 06:24
5 Paisa | Top 5 Renewable Energy Stocks to Watch in 2025 | Best Green Energy Stocks for Growth
Watch here - https://youtu.be/teSzUkldpjU
Watch here - https://youtu.be/teSzUkldpjU
Niveyshak | निवेशक
13 Jan, 06:20
GROWW | 2 all time high breakout stocks worth researching? | Techno-Funda Series
Watch here - https://youtu.be/XmuVAuT27nI
Watch here - https://youtu.be/XmuVAuT27nI
Niveyshak | निवेशक
12 Jan, 07:18
🏛️ Jindal Stainless | Promoter Buying
✅ Promoters acquired shares worth 24.98 cr at 693/sh and 691/sh respectively
✅ Earlier promoter acquired shares between 544-729/sh
✅ Do note, their highest acquisitions are at 650/sh, 544/sh and 576/sh where share purchases amounts to 411 cr, 212 cr and 167 cr respectively!
✅ Total acquisition this year 1257.32 cr!! 😳
Scrip is trading at 626/sh
https://x.com/niveyshak/status/1878340738658034068
✅ Promoters acquired shares worth 24.98 cr at 693/sh and 691/sh respectively
✅ Earlier promoter acquired shares between 544-729/sh
✅ Do note, their highest acquisitions are at 650/sh, 544/sh and 576/sh where share purchases amounts to 411 cr, 212 cr and 167 cr respectively!
✅ Total acquisition this year 1257.32 cr!! 😳
Scrip is trading at 626/sh
https://x.com/niveyshak/status/1878340738658034068
Niveyshak | निवेशक
12 Jan, 06:49
🏛️ Astec Lifesciences | Promoter Buying
✅ Promoters acquired shares worth 88.64 cr at 1094/sh
✅ Scrip is trading at 1097/sh
Note: We are just showing the data
https://x.com/niveyshak/status/1878337211848106000
✅ Promoters acquired shares worth 88.64 cr at 1094/sh
✅ Scrip is trading at 1097/sh
Note: We are just showing the data
https://x.com/niveyshak/status/1878337211848106000
Niveyshak | निवेशक
12 Jan, 06:02
Nureca | Promoter Buying
✅ Promoter bought 10k shares worth 29L at 292/sh
Note: We are just showing the data
https://x.com/niveyshak/status/1860691573031174460
✅ Promoter bought 10k shares worth 29L at 292/sh
Note: We are just showing the data
https://x.com/niveyshak/status/1860691573031174460
Niveyshak | निवेशक
12 Jan, 05:53
🏛️ Earnings Overview | Quarterly Results
👉 Top Performers in Growth Metrics:
Transformers & Rectifiers India 🔥🔥
Emerald Finance 🔥🔥
Indian Renewable Energy Development Agency 🔥🔥
👉 Decliners:
CESC
Tata Elxsi Ltd and
Just Dial
GTPL Hathway
👉 Mixed Results:
G M Breweries
Equinox India Developments
👉 Observations:
a. Companies with a focus on renewable energy (like IREDA) and transformers (like Transformers & Rectifiers) have seen positive growth trends. ✅
b. Established names like Tata Consultancy Services had marginal positive growth in PAT and EPS but remain relatively flat in sales and profitability metrics. 🔻
👉 Top Performers in Growth Metrics:
Transformers & Rectifiers India 🔥🔥
Emerald Finance 🔥🔥
Indian Renewable Energy Development Agency 🔥🔥
👉 Decliners:
CESC
Tata Elxsi Ltd and
Just Dial
GTPL Hathway
👉 Mixed Results:
G M Breweries
Equinox India Developments
👉 Observations:
a. Companies with a focus on renewable energy (like IREDA) and transformers (like Transformers & Rectifiers) have seen positive growth trends. ✅
b. Established names like Tata Consultancy Services had marginal positive growth in PAT and EPS but remain relatively flat in sales and profitability metrics. 🔻
Niveyshak | निवेशक
12 Jan, 05:47
🏛️ Insider Trades | Buying & Selling
✍️ Buying
👉 Borosil Renewable: Promoters acquire 0.06% of the company worth 4.72cr
👉 Ceenik Exports: Promoters acquire 0.34% of the company worth 1.7cr
👉 Yash Optics & Lens: Promoters acquire 0.12% of the company worth 0.25cr
👉 Quest Laboratories: Promoters acquire 0.11% of the company worth 0.25cr
✍️ Selling
👉 Emkay Taps & Tools: Promoter sells 2.53% of the company worth 12.6cr
👉 Pashupati Cotspin: Promoter sells 0.54% of the company worth 4.73cr
👉 Kernex Microsystems: Promoter sells 0.22% of the company worth 4.42cr
👉 On Door Concepts: Promoter sells 0.73% of the company worth 1.25cr
✍️ Buying
👉 Borosil Renewable: Promoters acquire 0.06% of the company worth 4.72cr
👉 Ceenik Exports: Promoters acquire 0.34% of the company worth 1.7cr
👉 Yash Optics & Lens: Promoters acquire 0.12% of the company worth 0.25cr
👉 Quest Laboratories: Promoters acquire 0.11% of the company worth 0.25cr
✍️ Selling
👉 Emkay Taps & Tools: Promoter sells 2.53% of the company worth 12.6cr
👉 Pashupati Cotspin: Promoter sells 0.54% of the company worth 4.73cr
👉 Kernex Microsystems: Promoter sells 0.22% of the company worth 4.42cr
👉 On Door Concepts: Promoter sells 0.73% of the company worth 1.25cr
Niveyshak | निवेशक
12 Jan, 05:46
#national_youth_day
☀ भारतीय मनीषा के उत्तुंग शिखर स्वामी विवेकानन्द जी में जिस यौवन और आध्यात्मिकता का प्रयाग है, जो हम सभी को पावन करने वाला और आदर्श जीवन एवम् राष्ट्रसेवा और मानव सेवा के लिये प्रेरित करने वाला है।
अनेक पापों की सूचि में स्वामी विवेकानंद ने एक नया पाप शामिल किया, कमजोर बनना पाप है।
‘नायमात्मा बलहीनेन लभ्य:’
हर ग़ुलाम कमजोर नहीं होता, लेकिन कमजोर को निश्तित रूप से ग़ुलाम बनना पड़ता है।
हम बलवान बनें.... भारत माता की संतान वीर बनें ।
☀ भारतीय मनीषा के उत्तुंग शिखर स्वामी विवेकानन्द जी में जिस यौवन और आध्यात्मिकता का प्रयाग है, जो हम सभी को पावन करने वाला और आदर्श जीवन एवम् राष्ट्रसेवा और मानव सेवा के लिये प्रेरित करने वाला है।
अनेक पापों की सूचि में स्वामी विवेकानंद ने एक नया पाप शामिल किया, कमजोर बनना पाप है।
‘नायमात्मा बलहीनेन लभ्य:’
हर ग़ुलाम कमजोर नहीं होता, लेकिन कमजोर को निश्तित रूप से ग़ुलाम बनना पड़ता है।
हम बलवान बनें.... भारत माता की संतान वीर बनें ।
Niveyshak | निवेशक
12 Jan, 05:23
🏛️ Ways to Create Wealth
• Automate your savings and investments
• Live below your means
• Invest in high-value skills (in self)
• Think long-term and globally
• Diversify across assets and borders (if possible)
Good Morning ❤️
• Automate your savings and investments
• Live below your means
• Invest in high-value skills (in self)
• Think long-term and globally
• Diversify across assets and borders (if possible)
Good Morning ❤️
Niveyshak | निवेशक
12 Jan, 05:13
Swami Vivekananda
12th January 1863 to 4th July 1902
Wish you all National Youth Day on his 162nd birth anniversary 🤝
His speech at Chicago - https://youtu.be/vPDQOB7pRRM
Arise, Awake and Stop Not Until the Goal is Reached 🔥
- Swami Vivekananda
12th January 1863 to 4th July 1902
Wish you all National Youth Day on his 162nd birth anniversary 🤝
His speech at Chicago - https://youtu.be/vPDQOB7pRRM
Arise, Awake and Stop Not Until the Goal is Reached 🔥
- Swami Vivekananda
Niveyshak | निवेशक
12 Jan, 02:39
☀ D Mart | Financial Results + Change in Management
👉 DMart Delivers Strong Q3 FY25 Results!
🔹Revenue up 17.5% YoY to ₹15,565 crore.
🔹PAT rises 6.5% YoY to ₹785 crore.
🔹10 new stores added in Q3, 22 in 9MFY25.
📊 9M FY25 Performance:
👉🏻Revenue: ₹43,327 crore (+16.7% YoY).
👉🏻PAT: ₹2,307 crore (+10.4% YoY).
👉🏻EBITDA growth: 12.7%.
🌟 Leadership Update: CEO Neville Noronha to step down in Jan 2026. Anshul Asawa named CEO Designate (effective March 2025).
👉 DMart Delivers Strong Q3 FY25 Results!
🔹Revenue up 17.5% YoY to ₹15,565 crore.
🔹PAT rises 6.5% YoY to ₹785 crore.
🔹10 new stores added in Q3, 22 in 9MFY25.
📊 9M FY25 Performance:
👉🏻Revenue: ₹43,327 crore (+16.7% YoY).
👉🏻PAT: ₹2,307 crore (+10.4% YoY).
👉🏻EBITDA growth: 12.7%.
🌟 Leadership Update: CEO Neville Noronha to step down in Jan 2026. Anshul Asawa named CEO Designate (effective March 2025).
Niveyshak | निवेशक
11 Jan, 16:05
🏛️ Data Patterns India (DPIL) | Brokerage Report
👉 Market Cap: ₹12,800 Cr
👉 LTP: ₹2,310 | Target: ₹2,805 (+21%) 🔥
✅ FY27 Projections:
👉 Revenue: ₹18,200 Cr (CAGR: ~19%)
👉 EBITDA: ₹4,279 Cr (CAGR: ~21%)
👉 PAT: ₹3,493 Cr (CAGR: ~26%)
✅ Valuation:
45x FY27 EPS
✅ Investment Thesis:
👉 Positioned in the fast-growing defence electronics market (~18.9% CAGR order book growth).
👉 Key clientele includes DRDO, Ministry of Defence, ISRO, and Bharat Electronics.
👉 Focused on indigenization, with deep expertise in radars, test equipment, and warfare systems.
👉 Benefiting from India's policy-driven push for defence manufacturing and local procurement.
👉 Net-debt-free balance sheet ensures financial strength.
👉 ₹1.5 Bn capex over two years to support new product development.
✅ Risks:
👉 Delays in defence contracts.
👉 Reliance on government approvals for indigenization projects.
👉 Market Cap: ₹12,800 Cr
👉 LTP: ₹2,310 | Target: ₹2,805 (+21%) 🔥
✅ FY27 Projections:
👉 Revenue: ₹18,200 Cr (CAGR: ~19%)
👉 EBITDA: ₹4,279 Cr (CAGR: ~21%)
👉 PAT: ₹3,493 Cr (CAGR: ~26%)
✅ Valuation:
45x FY27 EPS
✅ Investment Thesis:
👉 Positioned in the fast-growing defence electronics market (~18.9% CAGR order book growth).
👉 Key clientele includes DRDO, Ministry of Defence, ISRO, and Bharat Electronics.
👉 Focused on indigenization, with deep expertise in radars, test equipment, and warfare systems.
👉 Benefiting from India's policy-driven push for defence manufacturing and local procurement.
👉 Net-debt-free balance sheet ensures financial strength.
👉 ₹1.5 Bn capex over two years to support new product development.
✅ Risks:
👉 Delays in defence contracts.
👉 Reliance on government approvals for indigenization projects.
Niveyshak | निवेशक
11 Jan, 16:00
HMPV Virus | Child Fully Recovers
👉 All though HMPV is not new virus, over hyped in media 🥲
👉 Good news, where the child is discharged post recovery 🔥
👉 All though HMPV is not new virus, over hyped in media 🥲
👉 Good news, where the child is discharged post recovery 🔥
Niveyshak | निवेशक
11 Jan, 15:29
🚨 Parag Parikh Flexicap Portfolio Changes - December `24
👉 Changes made in PPFAS Fund
👉 Changes made in PPFAS Fund
Niveyshak | निवेशक
10 Jan, 19:33
GROWW | How to position your portfolio in 2025 | ft. Ritesh Jain
Watch here - https://youtu.be/4IyKAS5Tp8g
Watch here - https://youtu.be/4IyKAS5Tp8g
Niveyshak | निवेशक
10 Jan, 17:46
✍️ PN Gadgil
👉 New store opening at Solapur
👉 Store count 49 🔥
👉 Revenue per store is upwards of 95 cr/store
👉 Company have committed to open 9 stores by March 25 ✅
👉 Strong Footfall to Conversion Ratio: Out of 100 footfalls, more than 93% are converted into actual customers
Source: Concall
👉 New store opening at Solapur
👉 Store count 49 🔥
👉 Revenue per store is upwards of 95 cr/store
👉 Company have committed to open 9 stores by March 25 ✅
👉 Strong Footfall to Conversion Ratio: Out of 100 footfalls, more than 93% are converted into actual customers
Source: Concall
Niveyshak | निवेशक
10 Jan, 10:38
☀ Sources Says 15% more allocation possible for railway budget - CNBC AWAAZ
👉 Watch Full Interview
https://youtu.be/bJIB7hktegM?si=vMnJ1ozdlcTpS_6t
👉 Watch Full Interview
https://youtu.be/bJIB7hktegM?si=vMnJ1ozdlcTpS_6t
Niveyshak | निवेशक
10 Jan, 08:01
Are You Planning to Invest in Luxury Assets? Watch This First | Vantage With Palki Sharma
👉 Real Diamonds are gimmick, pure scam! Be cautious when you buy it, better stick to LGDs if you want consider buying it. 🥲
Watch here why - https://youtu.be/mx6gZ77RPxs
👉 Real Diamonds are gimmick, pure scam! Be cautious when you buy it, better stick to LGDs if you want consider buying it. 🥲
Watch here why - https://youtu.be/mx6gZ77RPxs
Niveyshak | निवेशक
10 Jan, 07:50
Moneycontrol Pro Ideas For Profit: RR Kabel | CNBC TV18
https://youtu.be/YHccZ25427I
https://youtu.be/YHccZ25427I
Niveyshak | निवेशक
10 Jan, 07:47
🚨 Breaking News | Syrma SGS partners with MSI
Syrma SGS has teamed up with global tech giant MSI to produce laptops tailored for the Indian market.
Key Highlights:
👉 Phased Localization: Starting with laptop assembly at Syrma’s state-of-the-art Chennai facility.
👉 ‘Make in India’ Promise: Backed by MSI’s technology transfer and Syrma’s scalable, high-quality manufacturing process.
Management Commentary:
💬 John Hung, India NB General Manager, MSI said “India is a key market for us. Partnering with Syrma SGS strengthens our 'Make in India' initiative and ensures our premium laptops reach Indian consumers faster while staying competitive globally.”
Syrma SGS has teamed up with global tech giant MSI to produce laptops tailored for the Indian market.
Key Highlights:
👉 Phased Localization: Starting with laptop assembly at Syrma’s state-of-the-art Chennai facility.
👉 ‘Make in India’ Promise: Backed by MSI’s technology transfer and Syrma’s scalable, high-quality manufacturing process.
Management Commentary:
💬 John Hung, India NB General Manager, MSI said “India is a key market for us. Partnering with Syrma SGS strengthens our 'Make in India' initiative and ensures our premium laptops reach Indian consumers faster while staying competitive globally.”
Niveyshak | निवेशक
10 Jan, 06:16
🔥 DAM Capital on Lloyds Metals & Energy 🔥
👉 Initiates coverage with a 'BUY' rating
👉 Target Price: ₹1905/sh 🚀
📈 Growth Outlook:
EBITDA expected to rise at a 91% CAGR (FY25-FY27), driven by:
1️⃣ Higher ore volumes
2️⃣ Improved value-added product mix
💎 Highlights:
Iron ore (high-grade) mining capacity of 10mt, to be ramped up to 25mt (finished ore) by 4QFY25
Climbing the steel value chain with:
👉 1.2mt wire rod mill
👉 3mt HRC facility
👉 12mt pellet plant
📊 Big moves are underway for Lloyds Metals! ✨
👉 Initiates coverage with a 'BUY' rating
👉 Target Price: ₹1905/sh 🚀
📈 Growth Outlook:
EBITDA expected to rise at a 91% CAGR (FY25-FY27), driven by:
1️⃣ Higher ore volumes
2️⃣ Improved value-added product mix
💎 Highlights:
Iron ore (high-grade) mining capacity of 10mt, to be ramped up to 25mt (finished ore) by 4QFY25
Climbing the steel value chain with:
👉 1.2mt wire rod mill
👉 3mt HRC facility
👉 12mt pellet plant
📊 Big moves are underway for Lloyds Metals! ✨
Niveyshak | निवेशक
10 Jan, 06:14
L&T CEO reaching his home after saying, "How long can you stare at your wife?" 😂
Niveyshak | निवेशक
10 Jan, 05:57
💯 Macquarie on #IRCTC
👉 Macquarie woke up and chose violence 🔥
👉 Initiated with a TP > 900 which is 20% upside only 🥲
👉 Scrip is a monopoly business
👉 Scrip is up 4% today, must hold by EOD and not give up all gains!!
Watch to know why - https://youtu.be/hOXGiNWDDrk
The last image is me, after investing in #IRCTC - socha aaj kuch toofani karte hai 😂
👉 Macquarie woke up and chose violence 🔥
👉 Initiated with a TP > 900 which is 20% upside only 🥲
👉 Scrip is a monopoly business
👉 Scrip is up 4% today, must hold by EOD and not give up all gains!!
Watch to know why - https://youtu.be/hOXGiNWDDrk
The last image is me, after investing in #IRCTC - socha aaj kuch toofani karte hai 😂
Niveyshak | निवेशक
10 Jan, 05:52
🏛️ Fear and Greed Index | MMI Index
👉 MMI is in extreme fear zone are excellent times to if you want to top up your investments
👉 Make sure you are buying what you know
👉 Make sure you are buying at least have some +ve guidance from the management
👉 Make sure you have are buying where you are ahead of smart money 🔥
👉 If you are PE or level based investors, do wait and see if you can time the enty with perfect price because I cannot wait 🥲
👉 MMI is in extreme fear zone are excellent times to if you want to top up your investments
👉 Make sure you are buying what you know
👉 Make sure you are buying at least have some +ve guidance from the management
👉 Make sure you have are buying where you are ahead of smart money 🔥
👉 If you are PE or level based investors, do wait and see if you can time the enty with perfect price because I cannot wait 🥲
Niveyshak | निवेशक
10 Jan, 05:47
Dear Extended Family of Investors and Traders,
Investing and trading are never a smooth ride. There are ups and downs, and sometimes the journey can feel tough. Today, we want to share a bit of encouragement, especially during this challenging phase. 🤐
I am also facing a tough time too. My main portfolio has lost 22% of its earlier gains, and a newly created portfolio is down by 11% today. These moments can be discouraging, but they’re also a part of the investing process. The other 6 PFs are at good place, have only MOS as they are like many years old (so not considering them)
Despite these setbacks, I am holding on to my investments with confidence. I strongly believe in the decisions I've made and know that staying calm during such times is important. This example shows us that patience and focus are key when the market tests us. 🔥
To everyone following this journey: remember, it’s normal to face losses in the short term. These moments teach us to stay strong and look at the bigger picture—building wealth over time. Even the most successful investors go through tough phases, but they come out stronger because they don’t give up. 🫡
Let’s take this as a chance to learn and grow. Tough times don’t last, but strong investors do. Will upload an audio by EOD 🫵
Stay motivated, stay patient and Stay Invested. ❤️🤝
Push some emojis to show you are with me in this journey ✅
Warm regards,
Niveyshak & Team
Investing and trading are never a smooth ride. There are ups and downs, and sometimes the journey can feel tough. Today, we want to share a bit of encouragement, especially during this challenging phase. 🤐
I am also facing a tough time too. My main portfolio has lost 22% of its earlier gains, and a newly created portfolio is down by 11% today. These moments can be discouraging, but they’re also a part of the investing process. The other 6 PFs are at good place, have only MOS as they are like many years old (so not considering them)
Despite these setbacks, I am holding on to my investments with confidence. I strongly believe in the decisions I've made and know that staying calm during such times is important. This example shows us that patience and focus are key when the market tests us. 🔥
To everyone following this journey: remember, it’s normal to face losses in the short term. These moments teach us to stay strong and look at the bigger picture—building wealth over time. Even the most successful investors go through tough phases, but they come out stronger because they don’t give up. 🫡
Let’s take this as a chance to learn and grow. Tough times don’t last, but strong investors do. Will upload an audio by EOD 🫵
Stay motivated, stay patient and Stay Invested. ❤️🤝
Push some emojis to show you are with me in this journey ✅
Warm regards,
Niveyshak & Team
Niveyshak | निवेशक
04 Jan, 12:02
☀ Adani Enterprises to Fully Exit Adani Wilmar JV
🔹AEL to sell ~13% stake in Adani Wilmar, reducing its shareholding from ~44% to nil.
🔹Agreement signed with Wilmar International to acquire AEL's total 31% stake.
🔹Proceeds to be invested in energy, transport, logistics, and infrastructure sectors.
🔹Adani Wilmar to undergo a name change as part of the transition.
🔹Focusing on growth in core infrastructure sectors!
🔹Adani's 44% stake in AWL is worth ~₹18,700 Crores as of now.
🔹AEL to sell ~13% stake in Adani Wilmar, reducing its shareholding from ~44% to nil.
🔹Agreement signed with Wilmar International to acquire AEL's total 31% stake.
🔹Proceeds to be invested in energy, transport, logistics, and infrastructure sectors.
🔹Adani Wilmar to undergo a name change as part of the transition.
🔹Focusing on growth in core infrastructure sectors!
🔹Adani's 44% stake in AWL is worth ~₹18,700 Crores as of now.
Niveyshak | निवेशक
04 Jan, 11:35
☀ Q3 Earnings Schedule
7th Jan: GM Breweries
9th Jan: TCS
9th Jan: Tata Elxsi
10th Jan: CESC
10th Jan: GNA Axle
13th Jan: Angel One
13th Jan: HCL Tech
14th Jan: HDFC AMC
15th Jan: HDFC Life
15th Jan: LTTS
16th Jan: Infosys
17th Jan: Amal
17th Jan: ICICI General
17th Jan: Tech Mahindra
20th Jan: ICICI Sec
20th Jan: MCX
21th Jan: ICICI Pru
21th Jan: KEI Ind
21th Jan: Ultratech
22th Jan: Coforge
22th Jan: HDFC Bank
22th Jan: Polycab
23th Jan: Cyeint
23th Jan: Dr Reddy
23th Jan: Mphasis
23th Jan: NAM India
24th Jan: Atul
24th Jan: JSW Steel
25th Jan: ICICI Bank
25th Jan: IDFC Bank
25th Jan: JK Cement
28th Jan: Bosch
28th Jan: Bajaj Auto
28th Jan: Exide
28th Jan: M&M Finance
28th Jan: RBL Bank
28th Jan: UTI AMC
29th Jan: KPIT Tech
30th Jan: Dabur
30th Jan: Naveen Fluorine
30th Jan: Shree Cem
31st Jan: Nestle
7th Jan: GM Breweries
9th Jan: TCS
9th Jan: Tata Elxsi
10th Jan: CESC
10th Jan: GNA Axle
13th Jan: Angel One
13th Jan: HCL Tech
14th Jan: HDFC AMC
15th Jan: HDFC Life
15th Jan: LTTS
16th Jan: Infosys
17th Jan: Amal
17th Jan: ICICI General
17th Jan: Tech Mahindra
20th Jan: ICICI Sec
20th Jan: MCX
21th Jan: ICICI Pru
21th Jan: KEI Ind
21th Jan: Ultratech
22th Jan: Coforge
22th Jan: HDFC Bank
22th Jan: Polycab
23th Jan: Cyeint
23th Jan: Dr Reddy
23th Jan: Mphasis
23th Jan: NAM India
24th Jan: Atul
24th Jan: JSW Steel
25th Jan: ICICI Bank
25th Jan: IDFC Bank
25th Jan: JK Cement
28th Jan: Bosch
28th Jan: Bajaj Auto
28th Jan: Exide
28th Jan: M&M Finance
28th Jan: RBL Bank
28th Jan: UTI AMC
29th Jan: KPIT Tech
30th Jan: Dabur
30th Jan: Naveen Fluorine
30th Jan: Shree Cem
31st Jan: Nestle
Niveyshak | निवेशक
04 Jan, 09:44
🏛️ Authum Investment and Infrastructure | Research Report
👉 Authum 3.0 – India’s Berkshire Hathaway in Making ✅
👉 Exencial Research initiated coverage on Authum Investment and Infrastructure Limited with 43% UPSIDE 🔥🔥
👉 Authum 3.0 – India’s Berkshire Hathaway in Making ✅
👉 Exencial Research initiated coverage on Authum Investment and Infrastructure Limited with 43% UPSIDE 🔥🔥
Niveyshak | निवेशक
04 Jan, 09:41
🏛️ L&T Finance | Research Report
👉 Anand Rathi sees 50% UPSIDE in L&T Finance
👉 Tech intensity increasing; Correction offers attractive entry point 🔥
👉 Anand Rathi sees 50% UPSIDE in L&T Finance
👉 Tech intensity increasing; Correction offers attractive entry point 🔥
Niveyshak | निवेशक
04 Jan, 09:38
🏛️ DCX Systems | Research Report
👉 The Beat Report on DCX Systems Limited, with 49% UPSIDE 💹💹
👉 The Beat Report on DCX Systems Limited, with 49% UPSIDE 💹💹
Niveyshak | निवेशक
04 Jan, 08:47
🏛️ 5 Paisa | Top 5 Midcap Stocks for 2025 | Best Midcap Stocks that could become Blue Chip Stocks | Stocks to Buy 💯
👉 Watch here - https://youtu.be/2bVph9ag2SI
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
👉 Watch here - https://youtu.be/2bVph9ag2SI
✅ Note: Do watch their views, but always do your own homework. Always, your money is important.
Niveyshak | निवेशक
03 Jan, 18:55
Somany Ceramics
LTP: 643
👉 Scrip is trading below blocks deals off 775/sh where hand-shake was done!
👉 Showing just data, see if you like the business!
LTP: 643
👉 Scrip is trading below blocks deals off 775/sh where hand-shake was done!
👉 Showing just data, see if you like the business!
Niveyshak | निवेशक
03 Jan, 13:50
Gland Pharma
LTP: 1900+ 🔥🔥
👉 Since June-July 2024, barely in drawdown
👉 Solid acquisitions from Mutual funds also - around
👉 Strong up-move in last few days indicating strength has come back!
LTP: 1900+ 🔥🔥
👉 Since June-July 2024, barely in drawdown
👉 Solid acquisitions from Mutual funds also - around
👉 Strong up-move in last few days indicating strength has come back!
Niveyshak | निवेशक
03 Jan, 10:21
🏛️ KEC International
👉 Market Cap: 32,530 cr
👉 Orderbook: 42,500 cr 🔥
🏆 Companies whose Orderbook is more than Market Cap 🔥
A Thread 🧵
https://x.com/niveyshak/status/1873344090189799834
👉 Market Cap: 32,530 cr
👉 Orderbook: 42,500 cr 🔥
🏆 Companies whose Orderbook is more than Market Cap 🔥
A Thread 🧵
https://x.com/niveyshak/status/1873344090189799834
Niveyshak | निवेशक
03 Jan, 09:05
☀ Wockhardt | Management Guidance
On Miqnaf
👉 Revenue potential for co is ₹500-700 cr in next 2-3 yrs
WCK 5222
👉 My mid next year expect a product approval globally
Guidance for next year
👉 Revenues will grow in high double digits with margins in double digits
Watch the Management Interview - https://youtu.be/mwjE8XxFbAk
On Miqnaf
👉 Revenue potential for co is ₹500-700 cr in next 2-3 yrs
WCK 5222
👉 My mid next year expect a product approval globally
Guidance for next year
👉 Revenues will grow in high double digits with margins in double digits
Watch the Management Interview - https://youtu.be/mwjE8XxFbAk
Niveyshak | निवेशक
03 Jan, 07:24
Post-IPO Surge, Unimech Aerospace To Venture Into New Areas: CMD | NDTV Profit
Watch the management interview here - https://youtu.be/NIZNLXr_F4Y
Watch the management interview here - https://youtu.be/NIZNLXr_F4Y
Niveyshak | निवेशक
03 Jan, 07:22
9 Stocks, Upto 30% Returns: Axis Securities’ Investment Ideas For 2025 | NDTV Profit
Watch here - https://youtu.be/NwjTPy4OIuk
Watch here - https://youtu.be/NwjTPy4OIuk
Niveyshak | निवेशक
03 Jan, 07:18
Five Star Finance
#FIVESTAR
795+ 🔥🔥
✍️ Scrip is now trading near smart money blocks sitting at 800/sh💯
✍️ Strength will continue + reversal in place already💪
✍️ 1 month ROI > 25% already
Total size of the block: 13,853 cr!
#FIVESTAR
795+ 🔥🔥
✍️ Scrip is now trading near smart money blocks sitting at 800/sh💯
✍️ Strength will continue + reversal in place already💪
✍️ 1 month ROI > 25% already
Total size of the block: 13,853 cr!
Niveyshak | निवेशक
03 Jan, 07:00
Waaree Technologies | SME
LTP: 491
👉 Shalu Aggarwal bought 1.24L shares at 508/sh worth 6.32cr on 1st jan 2025!!
Why, high risk high reward ? 👀
✅ Note: Investing in SME businesses are highly risky and can also cause significant losses by 40-50%, also investment capital can become zero as well hence keep low exposure in your investing career if you are planning to enter this arena of investing in SMEs 🙏
LTP: 491
👉 Shalu Aggarwal bought 1.24L shares at 508/sh worth 6.32cr on 1st jan 2025!!
Why, high risk high reward ? 👀
✅ Note: Investing in SME businesses are highly risky and can also cause significant losses by 40-50%, also investment capital can become zero as well hence keep low exposure in your investing career if you are planning to enter this arena of investing in SMEs 🙏
Niveyshak | निवेशक
03 Jan, 05:12
🏛️ Quess Corp
702+ 🔥
✅ Solid moves today, scrip won't break channel
✅ Any dips will get stronger, bears cannot take out bulls - nope never unless there a strong fundamental change in the company! ✍️
✅ Demerger in play, upsides intact.
✅ Check for brokerage reports on channel from time to time and read them!
702+ 🔥
✅ Solid moves today, scrip won't break channel
✅ Any dips will get stronger, bears cannot take out bulls - nope never unless there a strong fundamental change in the company! ✍️
✅ Demerger in play, upsides intact.
✅ Check for brokerage reports on channel from time to time and read them!
Niveyshak | निवेशक
03 Jan, 05:05
🏛️ JCHAC - Johnson Controls-Hitachi Air Condition
1935+ 🔥
✅ No change of views, intact
✅ Smart Money sitting at 1642/sh
✅ Upsides are solid, if you can hold this smallcap!
1935+ 🔥
✅ No change of views, intact
✅ Smart Money sitting at 1642/sh
✅ Upsides are solid, if you can hold this smallcap!
Niveyshak | निवेशक
02 Jan, 17:34
Be (A Little Bit) Fearful When Others Are Greedy? | Rajeev Thakkar | 8th VIPS
Watch here - https://youtu.be/CKGMQ-GHGc0
Watch here - https://youtu.be/CKGMQ-GHGc0
Niveyshak | निवेशक
02 Jan, 16:00
PN Gadgil Jewellers
LTP: 691
✅ We have strong reasons to believe this will be also a good wealth creator going forward.
✅ If you are worried with your investment, please keep stop loss!
👉 Note: As an investor, I have never kept stop loss or targets on investments and it had worked out pretty well for me, FYI
LTP: 691
✅ We have strong reasons to believe this will be also a good wealth creator going forward.
✅ If you are worried with your investment, please keep stop loss!
👉 Note: As an investor, I have never kept stop loss or targets on investments and it had worked out pretty well for me, FYI
Niveyshak | निवेशक
02 Jan, 15:57
P. N. Gadgil Business Outlook | Why Motilal Oswal is Bullish on PN GADGIL 2025 | Growth Plan
Watch the interview - https://youtu.be/UBE5mG1A7SY
Watch the interview - https://youtu.be/UBE5mG1A7SY
Niveyshak | निवेशक
02 Jan, 15:35
Valuations Will Impact Stock Prices Due To Exuberance At Some Point In Time: Abakkus Asset Manager
Watch here - https://youtu.be/Nug5D_LXNbU
Watch here - https://youtu.be/Nug5D_LXNbU
Niveyshak | निवेशक
02 Jan, 15:34
Structurally, We Are In Bull Market & 2025 Will Be A Stock Pickers' Market: Carnelian Asset Management
https://youtu.be/v4VJJp0Ebx8
https://youtu.be/v4VJJp0Ebx8
Niveyshak | निवेशक
02 Jan, 15:34
💹 Two Important Asset Management Interviews today 👇
👉 Carnelian Asset Management: Vikas Khemani
👉 Abakkus Asset Manager: Sunil Singhania
Do not miss to watch them what they said and believe, and when it comes to Sunil I believe is best in this game ✅
👉 Carnelian Asset Management: Vikas Khemani
👉 Abakkus Asset Manager: Sunil Singhania
Do not miss to watch them what they said and believe, and when it comes to Sunil I believe is best in this game ✅
Niveyshak | निवेशक
02 Jan, 08:22
Mamata Machinery | Bulk Deal
👉 Mansi Share & Stock Advisors Private Limited bought shares worth 6.84 cr at 540/sh
👉 Mansi Share & Stock Advisors Private Limited bought shares worth 6.84 cr at 540/sh
Niveyshak | निवेशक
02 Jan, 08:19
🏛️ Tanla Platforms Shares Up 16% In Three Days, On Road To Recovery From Over Two-Year Low
👉 Quite a test of patience, however sold at loss, twice!
👉 For some reasons, was never able to time the entry, at one time lost 12L gains helf from 585 to 2000+ when it tanked badly!!
👉 In next entry, sold at loss, seems this scrip never worked for in my investment bets!! 🥲
Read more here
👉 Quite a test of patience, however sold at loss, twice!
👉 For some reasons, was never able to time the entry, at one time lost 12L gains helf from 585 to 2000+ when it tanked badly!!
👉 In next entry, sold at loss, seems this scrip never worked for in my investment bets!! 🥲
Read more here
Niveyshak | निवेशक
02 Jan, 06:38
🏛️ Nuvama Wealth Management
7100+ 🔥🔥
✅ Will this achieve the excellence like what #CAMS did for us ?
Bina chakhne ka daaru, Aur bina allocation ka investment 💯
Koi matlab nehi rakhta 😎
Wonderful, cheers ❤️
7100+ 🔥🔥
✅ Will this achieve the excellence like what #CAMS did for us ?
Bina chakhne ka daaru, Aur bina allocation ka investment 💯
Koi matlab nehi rakhta 😎
Wonderful, cheers ❤️
Niveyshak | निवेशक
02 Jan, 06:34
💯 Sheela Foam
1040+ 💥
✅ Scrip is in momentum bois!! 😅
✅ Did you catch it ?
1040+ 💥
✅ Scrip is in momentum bois!! 😅
✅ Did you catch it ?
Niveyshak | निवेशक
02 Jan, 06:24
Kilburn | Acquisitions
👉 Company acq stands at 18.92 cr acquired between 283-440/sh
Also do note, if you consider since inception, promoters bought shares worth 28 cr but sold for 19.82 cr also!!
Wonderful!
👉 Company acq stands at 18.92 cr acquired between 283-440/sh
Also do note, if you consider since inception, promoters bought shares worth 28 cr but sold for 19.82 cr also!!
Wonderful!
Niveyshak | निवेशक
02 Jan, 05:09
CSB Bank | Smart Money
#CSBBank
✍️ Total block deals worth 2317 cr was executed
✍️ The blocks were done at 352/sh, retail is at an advantage 😁
Sweet ❤️
#CSBBank
✍️ Total block deals worth 2317 cr was executed
✍️ The blocks were done at 352/sh, retail is at an advantage 😁
Sweet ❤️
Niveyshak | निवेशक
02 Jan, 05:08
CSB Bank
#CSBBank
Solid Q3FY25 business update
Deposits⏫22%
Advances against gold and gold jewellery ⏫36%
Gross advance ⏫26%
Decent update from #KarurVysya
Good updates from:
IREDA
Lloyds Metal and Energy
Sai Silk Kalamandir
Shera Energy
Rajputana Industries
Solid monthly data from:
Maruti Suzuki
M&M
Ordinary show from South Indian Bank and SBIN
NMDC
Source: Shreenidhi
#CSBBank
Solid Q3FY25 business update
Deposits⏫22%
Advances against gold and gold jewellery ⏫36%
Gross advance ⏫26%
Decent update from #KarurVysya
Good updates from:
IREDA
Lloyds Metal and Energy
Sai Silk Kalamandir
Shera Energy
Rajputana Industries
Solid monthly data from:
Maruti Suzuki
M&M
Ordinary show from South Indian Bank and SBIN
NMDC
Source: Shreenidhi
Niveyshak | निवेशक
02 Jan, 04:49
🏛️ Cellecor Gadgets
71+ 🔥🔥
✍️ Scrip trading at lifetime highs
✍️ Scrip did more than 2X
✅ Disclaimer: SMEs carries extremely high risk, please do the due diligence
71+ 🔥🔥
✍️ Scrip trading at lifetime highs
✍️ Scrip did more than 2X
✅ Disclaimer: SMEs carries extremely high risk, please do the due diligence
Niveyshak | निवेशक
02 Jan, 04:23
Hi-Tech Pipes | Highest Ever Sales Volume 🔥
👉 Company announced its highest-ever sales volumes in Q3 FY25 and the first nine months of FY25.
✅ Q3 FY25 Sales Volume: 1,24,233 MT (+26% YoY growth).
✅ 9M FY25 Sales Volume: 3,69,415 MT (+30% YoY growth).
✅ This growth was driven by high demand for their solar torque tubes, used in the booming solar energy sector, and strong performance in infrastructure and construction sectors.
Company continues to expand its product range and production capacity, aiming for a total capacity of 1 million tonnes in FY25.
👉 Company announced its highest-ever sales volumes in Q3 FY25 and the first nine months of FY25.
✅ Q3 FY25 Sales Volume: 1,24,233 MT (+26% YoY growth).
✅ 9M FY25 Sales Volume: 3,69,415 MT (+30% YoY growth).
✅ This growth was driven by high demand for their solar torque tubes, used in the booming solar energy sector, and strong performance in infrastructure and construction sectors.
Company continues to expand its product range and production capacity, aiming for a total capacity of 1 million tonnes in FY25.
Niveyshak | निवेशक
02 Jan, 04:19
🏛️ RR Kabel
1423 🔥🔥
✍️ Scrip has picked up momentum in last few days!
1423 🔥🔥
✍️ Scrip has picked up momentum in last few days!
Niveyshak | निवेशक
02 Jan, 04:16
🏆 RR Kabel | Special Situation 🔥
#RRKABEL
☑️ FII & DII is up 💹
☑️ Public is out 😄
Smart Money Buying
- Mirae Asset Mutual Fund & HDFC Standard bought at 1701/sh for 389 cr and 289 cr respectively
- Nk Securities & Norges Bank bought at 1180/sh
- Edelweiss & Jupiter India and others bought at 1750/sh
https://x.com/niveyshak/status/1874670387180491116
#RRKABEL
☑️ FII & DII is up 💹
☑️ Public is out 😄
Smart Money Buying
- Mirae Asset Mutual Fund & HDFC Standard bought at 1701/sh for 389 cr and 289 cr respectively
- Nk Securities & Norges Bank bought at 1180/sh
- Edelweiss & Jupiter India and others bought at 1750/sh
https://x.com/niveyshak/status/1874670387180491116
Niveyshak | निवेशक
27 Dec, 18:47
Bansal Wire Industries Reports Robust Growth, Expands Capacity | NDTV Profit
Watch the management interview - https://youtu.be/FV4CfiPA6hY
Watch the management interview - https://youtu.be/FV4CfiPA6hY
Niveyshak | निवेशक
27 Dec, 18:07
Mamata Machinery Targets Rs 500 Crore Turnover With Expansion Plans & Growing India Sales
Watch the management interview - https://youtu.be/IQ9-q0sJjDg
Watch the management interview - https://youtu.be/IQ9-q0sJjDg
Niveyshak | निवेशक
27 Dec, 17:56
Pre IPO Interview | FY24 EBITDA Margin Was At 11.7% While Q1FY25 Margin Was At 13%: Transrail Lighting
Watch the management interview - https://youtu.be/c5vs7SG6M20
Watch the management interview - https://youtu.be/c5vs7SG6M20
Niveyshak | निवेशक
27 Dec, 17:55
Post IPO Interview | FY24 EBITDA Margin Was At 11.7% While Q1FY25 Margin Was At 13%: Transrail Lighting
Watch the management interview - https://youtu.be/ZpsAL3CByJE
Watch the management interview - https://youtu.be/ZpsAL3CByJE
Niveyshak | निवेशक
27 Dec, 17:54
Alco-Beverage Is One Of The Largest Sectors We Operate In: Concord Enviro Systems | CNBC TV18
Watch the management interview - https://youtu.be/BoQLdPIcxV8
Watch the management interview - https://youtu.be/BoQLdPIcxV8
Niveyshak | निवेशक
27 Dec, 17:44
🏛️ Niveyshak Chat Group Open For All Members 🔥
👉 Please use the group at your own perusal, and responsibly. Do not get carried away with emotions and buy blindly whatever is discussed here. Always do your due diligence ❤️
👉 Number of members have increased to 900+
👉 Group Link: https://t.me/niveyshak
👉 Please use the group at your own perusal, and responsibly. Do not get carried away with emotions and buy blindly whatever is discussed here. Always do your due diligence ❤️
👉 Number of members have increased to 900+
👉 Group Link: https://t.me/niveyshak
Niveyshak | निवेशक
27 Dec, 17:16
How to repay your loan faster - Loan repayment | EMI prepayment | Home Loan | Personal Loan
- Pay extra EMI every year
- Increase 2-3% (or more if you can afford) each year
- Pay a lumpsum whenever possible (say 1-5L or more)
Watch here - https://youtu.be/FIoZc-9GKA4
- Pay extra EMI every year
- Increase 2-3% (or more if you can afford) each year
- Pay a lumpsum whenever possible (say 1-5L or more)
Watch here - https://youtu.be/FIoZc-9GKA4
Niveyshak | निवेशक
26 Dec, 07:01
See Scope For Broadening Use Of PPF, But Primary Use Case Is In Autos: Cosmo First | CNBC TV18
Watch the management interview - https://youtu.be/aKVbhkP4bcY
Watch the management interview - https://youtu.be/aKVbhkP4bcY
Niveyshak | निवेशक
26 Dec, 06:59
Ola Electric Is Surging In Trade As It Raises Store Count To 4,000 On December 25 | CNBC TV18
Watch here - https://youtu.be/GsJnQPYmIhA
Watch here - https://youtu.be/GsJnQPYmIhA
Niveyshak | निवेशक
26 Dec, 06:58
Epack Durable Surges After It Clarifies On Reports Of Chinese Co Hisense Planning To Buy 26% Stake
Watch here - https://youtu.be/xAcx2s42nio
Watch here - https://youtu.be/xAcx2s42nio
Niveyshak | निवेशक
26 Dec, 06:56
Ceigall India Shares Rise as Co's Arm Signs A ₹981 Cr Concession Agreement With NHAI | CNBC TV18
Watch here - https://youtu.be/iPGwbRI4Bic
Watch here - https://youtu.be/iPGwbRI4Bic
Niveyshak | निवेशक
26 Dec, 06:44
☀ PG Electroplast | Management Interview
👉 Will maintain CAGR of 30-40% over the next few years on washing machine business, Intend to keep margin at around 7.5-8%
👉 Not giving a very bullish call on margins as we have to monitor competitive intensity
Watch the management interview here - https://youtu.be/0YvRJrx4M5A
👉 Will maintain CAGR of 30-40% over the next few years on washing machine business, Intend to keep margin at around 7.5-8%
👉 Not giving a very bullish call on margins as we have to monitor competitive intensity
Watch the management interview here - https://youtu.be/0YvRJrx4M5A
Niveyshak | निवेशक
26 Dec, 05:57
Happy Forgings | Capacity Addition
🔸 Capacity Expansion:
a. Forging capacity increased by 1.8x, growing from 67,000 MT in FY20 to 120,000 MT in FY24.
b. Machining capacity expanded by 1.7x, from 29,500 MT in FY20 to 51,000 MT in FY24.
🔸 Future Capacity Additions:
a. Forging: A 6,300-tonne forging press is planned for Q2FY25.
b. Machining: 1,500 MT is targeted in Q1FY25, scaling up to 5,000 MT by Q3FY25.
Public Holding only 1.98% and reduced from 3.35%🔥🔥
https://x.com/niveyshak/status/1872159208906322078
🔸 Capacity Expansion:
a. Forging capacity increased by 1.8x, growing from 67,000 MT in FY20 to 120,000 MT in FY24.
b. Machining capacity expanded by 1.7x, from 29,500 MT in FY20 to 51,000 MT in FY24.
🔸 Future Capacity Additions:
a. Forging: A 6,300-tonne forging press is planned for Q2FY25.
b. Machining: 1,500 MT is targeted in Q1FY25, scaling up to 5,000 MT by Q3FY25.
Public Holding only 1.98% and reduced from 3.35%🔥🔥
https://x.com/niveyshak/status/1872159208906322078
Niveyshak | निवेशक
25 Dec, 09:32
🎄✨ Merry Christmas to Our Resilient Investors! 🌟📈
Dear Investors,
Wishing you a Merry Christmas filled with joy, warmth, and good cheer! 🎅🎁 As we celebrate this festive season, let's take a moment to reflect on the resilience and patience that the share market teaches us every day.
Markets, like seasons, have their ups and downs. It’s in the hard times that our conviction and discipline as investors shine the brightest. Stay committed to your goals, keep learning, and trust the process—growth often comes to those who stay the course.
Here’s to a prosperous and rewarding year ahead! May your portfolios grow as strong as your belief in the power of compounding. 🎄📊
Stay Invested. Stay Inspired. 🌟
- Niveyshak
Dear Investors,
Wishing you a Merry Christmas filled with joy, warmth, and good cheer! 🎅🎁 As we celebrate this festive season, let's take a moment to reflect on the resilience and patience that the share market teaches us every day.
Markets, like seasons, have their ups and downs. It’s in the hard times that our conviction and discipline as investors shine the brightest. Stay committed to your goals, keep learning, and trust the process—growth often comes to those who stay the course.
Here’s to a prosperous and rewarding year ahead! May your portfolios grow as strong as your belief in the power of compounding. 🎄📊
Stay Invested. Stay Inspired. 🌟
- Niveyshak
Niveyshak | निवेशक
24 Dec, 08:41
Hisense Eyes India Expansion with Epack Stake 🔥🔥
✅ Hisense Group, a leading Chinese TV and appliance manufacturer, plans to acquire a 26% stake in Epack Durable's wholly-owned subsidiary.
✅ This move includes building a manufacturing hub in Andhra Pradesh for air conditioners, refrigerators, washing machines, and more.
Key highlights:
✍️ Investment of ₹800-1,000 Cr in phases for a world-class facility.
✍️ Targeting significant production and exports.
✍️ India accounts for 40% of its global revenue from international markets.
✍️ Hisense aims to deepen ties with Indian manufacturers and expand its global footprint! 🌍
✅ Hisense Group, a leading Chinese TV and appliance manufacturer, plans to acquire a 26% stake in Epack Durable's wholly-owned subsidiary.
✅ This move includes building a manufacturing hub in Andhra Pradesh for air conditioners, refrigerators, washing machines, and more.
Key highlights:
✍️ Investment of ₹800-1,000 Cr in phases for a world-class facility.
✍️ Targeting significant production and exports.
✍️ India accounts for 40% of its global revenue from international markets.
✍️ Hisense aims to deepen ties with Indian manufacturers and expand its global footprint! 🌍
Niveyshak | निवेशक
24 Dec, 08:34
Lloyds Metals and Energy Limited (LMEL) Powerpoint Presentation
https://x.com/niveyshak/status/1871467445992521981
https://x.com/niveyshak/status/1871467445992521981
Niveyshak | निवेशक
24 Dec, 07:38
☀ Amber Enterprises Plans to Demerge Electronics Division & bring IPO
🔹Post-demerger, an IPO of the electronics business is planned.
🔹Bankers likely appointed for the process.
🔹Electronics division contributed 20% of FY24 revenue.
🔹FY26E PE: Amber at 54x vs Dixon at 99x.
🔹Amber's stock up 93% in 2024
🔹Post-demerger, an IPO of the electronics business is planned.
🔹Bankers likely appointed for the process.
🔹Electronics division contributed 20% of FY24 revenue.
🔹FY26E PE: Amber at 54x vs Dixon at 99x.
🔹Amber's stock up 93% in 2024
Niveyshak | निवेशक
24 Dec, 01:15
☀ Sharing a list of 25 Stocks -
❇️High Operating Margins
❇️PE < Industry PE
❇️Low Debt
❇️High Operating Margins
❇️PE < Industry PE
❇️Low Debt
Niveyshak | निवेशक
23 Dec, 19:29
🏛️ Bharti Airtel | Trust Acquisitions
👉 Trust acquired shares worth 143cr between 1587-1683/sh
Scrip is trading at 1587/sh
👉 Trust acquired shares worth 143cr between 1587-1683/sh
Scrip is trading at 1587/sh
Niveyshak | निवेशक
23 Dec, 19:17
🏛️ Block and Bulk Deals [From the Archives]:
👉 Block Deals
🔹 Amber Enterprises: A public shareholder offloaded shares worth ₹209.87 Cr to mutual funds.
🔹 Granules India: FII funds sold shares worth ₹190.73 Cr, purchased by mutual funds.
👉 Bulk Deals
🔹 Doms Industries: Promoter offloaded shares worth ₹798.5 Cr to mutual funds.
🔹 Shoppers Stop: Amazon sold shares worth ₹275.89 Cr to mutual funds.
🔹 Prataap Snacks: Mutual funds exited shares worth ₹101.39 Cr, bought by private funds.
🔹 Stylam Industries: A public shareholder sold shares worth ₹92.93 Cr to mutual funds.
✍️ Note: This is old data, please cross check on exchange!
👉 Block Deals
🔹 Amber Enterprises: A public shareholder offloaded shares worth ₹209.87 Cr to mutual funds.
🔹 Granules India: FII funds sold shares worth ₹190.73 Cr, purchased by mutual funds.
👉 Bulk Deals
🔹 Doms Industries: Promoter offloaded shares worth ₹798.5 Cr to mutual funds.
🔹 Shoppers Stop: Amazon sold shares worth ₹275.89 Cr to mutual funds.
🔹 Prataap Snacks: Mutual funds exited shares worth ₹101.39 Cr, bought by private funds.
🔹 Stylam Industries: A public shareholder sold shares worth ₹92.93 Cr to mutual funds.
✍️ Note: This is old data, please cross check on exchange!
Niveyshak | निवेशक
23 Dec, 19:12
🏛️ Insider Trades | Buying & Selling
✍️ Buying
👉 Fairchem Organic: Bought 1.45% of the company worth 23.29cr
👉 Starline Enterprises: Bought 1.22% of the company worth 2.73cr
👉 Baid Finserv: Bought 0.95% of the company worth 1.68cr
✍️ Selling
👉 Dangee Drums: Promoter sold 8.77%, worth 9.25cr
👉 Doms Industries: Sold 4.73% of the company worth 798.55cr
👉 Parsvanath Developers: Sold 4.39% of the company worth 45.94cr
👉 AGS Transact Technologies: Sold 4.36% of the company worth 37.69cr
👉 Cosmo First: Sold 4.04% of the company worth 101.28cr
👉 Mangalam Industries: Sold 2.44% of the company worth 9.84cr
👉 Jeena Sikho Lifecare: Sold 2.36% of the company worth 132.73cr
👉 Wardwizard Innovations: Sold 1.86% of the company worth 18.31cr
👉 Sarveshwar Foods: Sold 1.77% of the company worth 16.43cr
👉 IPCA Labs: Sold 1.49% of the company worth 599.7cr
👉 GVP Infotech: Sold 1.16% of the company worth 2.28cr
👉 Meson Valves: Sold 1.13% of the company worth 6.88cr
✍️ Buying
👉 Fairchem Organic: Bought 1.45% of the company worth 23.29cr
👉 Starline Enterprises: Bought 1.22% of the company worth 2.73cr
👉 Baid Finserv: Bought 0.95% of the company worth 1.68cr
✍️ Selling
👉 Dangee Drums: Promoter sold 8.77%, worth 9.25cr
👉 Doms Industries: Sold 4.73% of the company worth 798.55cr
👉 Parsvanath Developers: Sold 4.39% of the company worth 45.94cr
👉 AGS Transact Technologies: Sold 4.36% of the company worth 37.69cr
👉 Cosmo First: Sold 4.04% of the company worth 101.28cr
👉 Mangalam Industries: Sold 2.44% of the company worth 9.84cr
👉 Jeena Sikho Lifecare: Sold 2.36% of the company worth 132.73cr
👉 Wardwizard Innovations: Sold 1.86% of the company worth 18.31cr
👉 Sarveshwar Foods: Sold 1.77% of the company worth 16.43cr
👉 IPCA Labs: Sold 1.49% of the company worth 599.7cr
👉 GVP Infotech: Sold 1.16% of the company worth 2.28cr
👉 Meson Valves: Sold 1.13% of the company worth 6.88cr
Niveyshak | निवेशक
23 Dec, 17:43
💯 Basant Maheshwari On Allocation
👉 This is the only time I have agreed with him.
👉 Many do admire him, which is OK and many hate him which is also OK..
👉 He says 30%, I have gone 100% in 1 stock also :) 😁
Funny part: 200 log twitter pe shuru ho jayengey! 😂
Crux: Allocation is everything 🔥
👉 This is the only time I have agreed with him.
👉 Many do admire him, which is OK and many hate him which is also OK..
👉 He says 30%, I have gone 100% in 1 stock also :) 😁
Funny part: 200 log twitter pe shuru ho jayengey! 😂
Crux: Allocation is everything 🔥
Niveyshak | निवेशक
23 Dec, 15:28
Syrma SGS | Management Interview
Guidance
FY25 👉 Revenues at ₹4500 cr & EBITDA at ₹320 cr
FY26 👉 Revenues at ₹5200 cr-5500 cr & EBITDA at ₹380 cr
Smart meter Revenues
FY25 👉 ₹250 cr
FY26 👉 ₹300 cr
Watch the management interview - https://youtu.be/9FYchq85Aug
Guidance
FY25 👉 Revenues at ₹4500 cr & EBITDA at ₹320 cr
FY26 👉 Revenues at ₹5200 cr-5500 cr & EBITDA at ₹380 cr
Smart meter Revenues
FY25 👉 ₹250 cr
FY26 👉 ₹300 cr
Watch the management interview - https://youtu.be/9FYchq85Aug
Niveyshak | निवेशक
07 Dec, 14:20
Recent IPO - Deepak Builders & Engineers is trading below anchor levels of Smart Money
Scrip is trading at 194/sh
Anchors are placed at 203/sh
https://x.com/DeepPocketsHQ/status/1865395225834766351
Scrip is trading at 194/sh
Anchors are placed at 203/sh
https://x.com/DeepPocketsHQ/status/1865395225834766351
Niveyshak | निवेशक
07 Dec, 12:18
HDFC Securities sees a TP of 417 in on Talbros Automotive Components | From The Archives
- Strong order inflows continue in FY25
- Expansion programme to double revenues by FY27
- Strong order inflows continue in FY25
- Expansion programme to double revenues by FY27
Niveyshak | निवेशक
07 Dec, 11:24
Narayana Murthy buys Rs 50 cr luxury apartment in Bengaluru's Kingfisher Towers
This is not wrong, he has every right to buy it, his money his decisions all though many are trolling him.
After all he has worked hard for his own company - 70+ hours he has full right to do these things
You just learn from what big guys do, preach that "you must work hard so that he can buy more 50 cr of towers" 😅
Do note, this is his second big purchase!
Key Takeaway:
a. Work hard guys for your own business/startups/side hustle
b. So that one day you can buy two of these above him 🫵
Read here - Moneycontrol
This is not wrong, he has every right to buy it, his money his decisions all though many are trolling him.
After all he has worked hard for his own company - 70+ hours he has full right to do these things
You just learn from what big guys do, preach that "you must work hard so that he can buy more 50 cr of towers" 😅
Do note, this is his second big purchase!
Key Takeaway:
a. Work hard guys for your own business/startups/side hustle
b. So that one day you can buy two of these above him 🫵
Read here - Moneycontrol
Niveyshak | निवेशक
07 Dec, 05:55
☀ Nuclear Energy Stocks in India
1.NTPC – builds Nuclear Power Plants
2.BHEL - builds Nuclear Power Plants
3.Hindustan Construction Company (HCC) - builds Nuclear Power Plants
4.MTAR Tech - makes components for Nuclear Reactors
5.Power Mech Projects – makes components for Nuclear Reactors
6.Walchandnagar Industries - makes components for Nuclear Reactors
7. Kirloskar brother: Global leader in manufacturing pumps for nuclear power plants
1.NTPC – builds Nuclear Power Plants
2.BHEL - builds Nuclear Power Plants
3.Hindustan Construction Company (HCC) - builds Nuclear Power Plants
4.MTAR Tech - makes components for Nuclear Reactors
5.Power Mech Projects – makes components for Nuclear Reactors
6.Walchandnagar Industries - makes components for Nuclear Reactors
7. Kirloskar brother: Global leader in manufacturing pumps for nuclear power plants
Niveyshak | निवेशक
06 Dec, 18:05
💯 Everyone wants to know what's the next 🤨
Aren't we - Will work this out on weekends 💪
Already holding one from this list which has potential for 5 digits!
Till then Happy Weekend 🫵 ❤️🤝
Aren't we - Will work this out on weekends 💪
Already holding one from this list which has potential for 5 digits!
Till then Happy Weekend 🫵 ❤️🤝
Niveyshak | निवेशक
06 Dec, 17:45
https://economictimes.indiatimes.com/markets/commodities/news/fii-favourites-9-stocks-soar-over-200-in-cy24/fii-favourites/slideshow/116004475.cms
Niveyshak | निवेशक
06 Dec, 12:19
🌈 EMS + CAMS 👀
CAMS delivering 14% 🔥
EMS delivering 11% 🔥
Have gave it away who asked for it for free also to the needy folks 💯
God blessed us all 🫡
Both ATH or close to ATH now💥
CAMS delivering 14% 🔥
EMS delivering 11% 🔥
Have gave it away who asked for it for free also to the needy folks 💯
God blessed us all 🫡
Both ATH or close to ATH now💥
Niveyshak | निवेशक
06 Dec, 11:27
Edelweiss Financial Services
128+ 🔥🔥
✍️ There should not be further regrets once scrips starts taking off!
✍️ Show of strength in last few days! +cues of strength and follow up from Nuvama😌
✍️ Refer to https://x.com/niveyshak/status/1864946254364467399
128+ 🔥🔥
✍️ There should not be further regrets once scrips starts taking off!
✍️ Show of strength in last few days! +cues of strength and follow up from Nuvama😌
✍️ Refer to https://x.com/niveyshak/status/1864946254364467399
Niveyshak | निवेशक
06 Dec, 11:00
🌈 Motilal Oswal Nifty India Defence Fund 🔥
Fund: Only 2153 cr
NAV: 9.02
⚡ The NAVs are up bois! 💯
⚡ Rally started now
⚡ Everything is a price
Your SIP will become expensive now bois 🤐
Fund: Only 2153 cr
NAV: 9.02
⚡ The NAVs are up bois! 💯
⚡ Rally started now
⚡ Everything is a price
Your SIP will become expensive now bois 🤐
Niveyshak | निवेशक
06 Dec, 07:15
Nuvama Wealth
7000+ crossed 🔥🔥
Still huge opportunity, buy on dips kind of stock
https://x.com/niveyshak/status/1864942651239280705
7000+ crossed 🔥🔥
Still huge opportunity, buy on dips kind of stock
https://x.com/niveyshak/status/1864942651239280705
Niveyshak | निवेशक
06 Dec, 06:35
Salzer Electronics
1340+ 🔥🔥
Woof! Madness ❤️
👉 Kya re "mere daily chhapne wale traders" aur rone wale investors
👉 Stay Invested, don't even dare to touch this else you will piss off Niveyshak big time 😁
1340+ 🔥🔥
Woof! Madness ❤️
👉 Kya re "mere daily chhapne wale traders" aur rone wale investors
👉 Stay Invested, don't even dare to touch this else you will piss off Niveyshak big time 😁
Niveyshak | निवेशक
06 Dec, 06:25
🌈 Auspicious Date 🔥
👉 "In the stock market, patience isn’t just a virtue—it’s your greatest friend.
👉 Markets may test your resolve, but remember: every dip holds the seed of opportunity, and every challenge shapes the savvy investor within you. Stay focused, stay disciplined, and trust the process. Your financial goals are closer than you think!" 💹📈
Hope everyone’s wisdom, health happiness and wealth double as well 🤝❤️
👉 "In the stock market, patience isn’t just a virtue—it’s your greatest friend.
👉 Markets may test your resolve, but remember: every dip holds the seed of opportunity, and every challenge shapes the savvy investor within you. Stay focused, stay disciplined, and trust the process. Your financial goals are closer than you think!" 💹📈
Hope everyone’s wisdom, health happiness and wealth double as well 🤝❤️
Niveyshak | निवेशक
06 Dec, 05:44
Texmaco Rail
225+ 🔥🔥
👉 Back on main line, soon will run on cord line
Hot wheels baby! 😎
225+ 🔥🔥
👉 Back on main line, soon will run on cord line
Hot wheels baby! 😎
Niveyshak | निवेशक
06 Dec, 05:38
Arkade Developers
177+ 🔥🔥
For my friend Shree we discussed this multiple times! This is for you served with hot morning tea! 😜
Side Note: Enquiring from my Mumbaikar friends, this builder makes premium quality buildings
https://x.com/niveyshak/status/1858134252165980254
177+ 🔥🔥
For my friend Shree we discussed this multiple times! This is for you served with hot morning tea! 😜
Side Note: Enquiring from my Mumbaikar friends, this builder makes premium quality buildings
https://x.com/niveyshak/status/1858134252165980254
Niveyshak | निवेशक
06 Dec, 05:36
EMS Limited
882+ 🔥🔥
Kya re mere "hamesha aasu bahane wale public" ye tumlog k liye 😁
882+ 🔥🔥
Kya re mere "hamesha aasu bahane wale public" ye tumlog k liye 😁
Niveyshak | निवेशक
06 Dec, 05:00
Berger Paints | Management Interview
👉 Berger Paint Management Says Q4 Will Be Better Than Q3
👉 Volume Growth In Oct-Nov At Around 4-5%
👉 Way Ahead Of Birla Opus On Sales Parameters
👉 Will Look At Akzo Nobel If It's On The Block
👉 Co Adds Capacity In Time For Sale, Not Ahead - CNBCTV18
👉 Berger Paint Management Says Q4 Will Be Better Than Q3
👉 Volume Growth In Oct-Nov At Around 4-5%
👉 Way Ahead Of Birla Opus On Sales Parameters
👉 Will Look At Akzo Nobel If It's On The Block
👉 Co Adds Capacity In Time For Sale, Not Ahead - CNBCTV18
Niveyshak | निवेशक
05 Dec, 12:27
Mazagon Dock - We are bullish
Read it on why 👇
https://x.com/niveyshak/status/1864520852508676215
Read it on why 👇
https://x.com/niveyshak/status/1864520852508676215
Niveyshak | निवेशक
03 Dec, 11:11
ABDL - A Mass-Market Liquor Company is gearing up for Premiumization
New Product Launches, in the entry-level luxury segment:
a. Zoya Gin
b. Arthaus Whiskey
The company boasts a strong distribution network spanning 30+ states and union territories.
Backed by experienced promoters, the Chhabria family of Shaw Wallace fame.
The company is planning a significant ₹525 crore capital expenditure, which will be allocated towards:
a. Expanding ENA (Extra Neutral Alcohol) capacity
b. Setting up a new malt plant
c. Establishing a PET bottling unit
Allied Blenders & Distillers is well-positioned to make a strong impact in the premium liquor market.
https://x.com/niveyshak/status/1863903629708583003
New Product Launches, in the entry-level luxury segment:
a. Zoya Gin
b. Arthaus Whiskey
The company boasts a strong distribution network spanning 30+ states and union territories.
Backed by experienced promoters, the Chhabria family of Shaw Wallace fame.
The company is planning a significant ₹525 crore capital expenditure, which will be allocated towards:
a. Expanding ENA (Extra Neutral Alcohol) capacity
b. Setting up a new malt plant
c. Establishing a PET bottling unit
Allied Blenders & Distillers is well-positioned to make a strong impact in the premium liquor market.
https://x.com/niveyshak/status/1863903629708583003
Niveyshak | निवेशक
03 Dec, 10:59
Semiconductors used in modern car 🚗
- Engine control UNIT
- ADAS
- EV
- Infotainment system
- Safety system
Source: Kumar Priyadarshini
- Engine control UNIT
- ADAS
- EV
- Infotainment system
- Safety system
Source: Kumar Priyadarshini
Niveyshak | निवेशक
03 Dec, 06:25
A Decade of Excellence: Signature Global’s Journey on NDTV Profit
Watch the full interview - https://youtu.be/p2cpELerMRI
Watch the full interview - https://youtu.be/p2cpELerMRI
Niveyshak | निवेशक
03 Dec, 06:16
☀ Signature Global | Management Interview
👉 Signature Global management Says On Track To Meet FY25 Guidance
👉 Have Done ₹5,800 Cr Of Sales In H1
👉 Collections At ₹2,100 Cr In H1, Guidance For The Year Is 76,000 Cr
👉 Have Done ₹9,000 Cr Of Launches Vs 16,000 Cr Planned For FY25 In H1
👉 We Own Good Amount Of Land, So Sustained Supply Of Projects is Possible
Watch the management interview here - https://youtu.be/y6Fhhg4SsB8
👉 Signature Global management Says On Track To Meet FY25 Guidance
👉 Have Done ₹5,800 Cr Of Sales In H1
👉 Collections At ₹2,100 Cr In H1, Guidance For The Year Is 76,000 Cr
👉 Have Done ₹9,000 Cr Of Launches Vs 16,000 Cr Planned For FY25 In H1
👉 We Own Good Amount Of Land, So Sustained Supply Of Projects is Possible
Watch the management interview here - https://youtu.be/y6Fhhg4SsB8
Niveyshak | निवेशक
03 Dec, 05:16
Ola Electric Announces Aggressive Expansion of Distribution Network to 4,000 Stores by December 2024
Key Highlights:
Unprecedented Rollout: The expansion, one of the fastest globally, enables Ola to cover all Indian pin codes and reach beyond Tier-I and Tier-II cities.
Integrated Service Facilities: All stores will co-locate with service centers, enhancing customer experience under Ola's #HyperService initiative.
Strategic Network Expansion: Ola plans to onboard 10,000 partners via its Network Partner Program and train 1 lakh mechanics under its EV Service Training Program by 2025.
Product Range Expansion: The company recently unveiled the affordable Gig and S1 Z scooter series, starting at ₹39,999, with deliveries scheduled from April 2025.
Its portfolio also includes premium and mass-market scooters and the Roadster motorcycle series featuring advanced technology.
Key Highlights:
Unprecedented Rollout: The expansion, one of the fastest globally, enables Ola to cover all Indian pin codes and reach beyond Tier-I and Tier-II cities.
Integrated Service Facilities: All stores will co-locate with service centers, enhancing customer experience under Ola's #HyperService initiative.
Strategic Network Expansion: Ola plans to onboard 10,000 partners via its Network Partner Program and train 1 lakh mechanics under its EV Service Training Program by 2025.
Product Range Expansion: The company recently unveiled the affordable Gig and S1 Z scooter series, starting at ₹39,999, with deliveries scheduled from April 2025.
Its portfolio also includes premium and mass-market scooters and the Roadster motorcycle series featuring advanced technology.
Niveyshak | निवेशक
03 Dec, 05:07
🏛️ Ola Electric Mobility
100+ 🔥🔥
👉 30% ROI in last few days!!
👉 But what's the triggers are:👇
a. Citi Group BUY call
b. Positive news flow
Keep SL above buying price and stay invested 😎
✍️ Psychology Build Up:
a. If setup is in your favor, risk your gains for further gains, even if you lose in worst case you will lose gains but capital stays intact.
b. In some cases, you will lose the whole gains, but in best case you get maximum gains one could ever imagine
Hence SL should be above buying price, past examples:
a. Subex, where we said the same thing keep SL above buying price
b. Wockhardt, 10X gains
100+ 🔥🔥
👉 30% ROI in last few days!!
👉 But what's the triggers are:👇
a. Citi Group BUY call
b. Positive news flow
Keep SL above buying price and stay invested 😎
✍️ Psychology Build Up:
a. If setup is in your favor, risk your gains for further gains, even if you lose in worst case you will lose gains but capital stays intact.
b. In some cases, you will lose the whole gains, but in best case you get maximum gains one could ever imagine
Hence SL should be above buying price, past examples:
a. Subex, where we said the same thing keep SL above buying price
b. Wockhardt, 10X gains
Niveyshak | निवेशक
03 Dec, 03:22
☀ Insider Trade
👉 NCL Industries :
- Promoter GT Sandeep sold 25,000 shares between Nov. 26 and 28
👉 Salasar Techno Engineering :
- Promoter Alok Kumar sold 12.39 lakh shares , promoter Shikhar Fabtech sold 14.55 lakh shares between Nov. 26 and 28 and promoter Alok Kumar HUF sold 2 lakh shares on Nov. 28 .
👉 NCL Industries :
- Promoter GT Sandeep sold 25,000 shares between Nov. 26 and 28
👉 Salasar Techno Engineering :
- Promoter Alok Kumar sold 12.39 lakh shares , promoter Shikhar Fabtech sold 14.55 lakh shares between Nov. 26 and 28 and promoter Alok Kumar HUF sold 2 lakh shares on Nov. 28 .
Niveyshak | निवेशक
03 Dec, 00:48
☀ We have started sharing Positional/SWING trade ideas going forward for short term only with SL and Targets
❇ Join our other Channel : niveyshak2
❇ Join our other Channel : niveyshak2
Niveyshak | निवेशक
02 Dec, 08:27
☀ Pix Transmission
👉 Pix Transmission 2700++ ❇♻💹
Stay Invested 💥
👉 Pix Transmission 2700++ ❇♻💹
Stay Invested 💥
Niveyshak | निवेशक
02 Dec, 06:28
CAMS - Computer Age Management Services
#CAMS
5100+ 🔥🔥
✍️ Rates like 2035, 2100 that you will never see again!
✍️ Scrip did not even retrace much at 4000 odd levels in bearish markets, absolute show of strength
✍️ Retailers made and holding solid money here!
✍️ Scrip doubled in 1 year
An absolute beasts + solid dividend payer 😎
#CAMS
5100+ 🔥🔥
✍️ Rates like 2035, 2100 that you will never see again!
✍️ Scrip did not even retrace much at 4000 odd levels in bearish markets, absolute show of strength
✍️ Retailers made and holding solid money here!
✍️ Scrip doubled in 1 year
An absolute beasts + solid dividend payer 😎
Niveyshak | निवेशक
01 Dec, 14:38
Mr. Aditya Halwasiya, acquired shares of:
a. TFCI - 520 cr
b. Cupid - 23.32cr
Let us know your thoughts ?
https://x.com/niveyshak/status/1863154564821852548
a. TFCI - 520 cr
b. Cupid - 23.32cr
Let us know your thoughts ?
https://x.com/niveyshak/status/1863154564821852548
Niveyshak | निवेशक
01 Dec, 14:24
Madhu Kela says the alco-bev market could be the next big billion-dollar opportunity. The market is projected to grow from ₹1.7 Lakh Cr in FY15 to ₹5 Lakh Cr by FY28. China's biggest Co has $12.5 Bn profit while the combined profitability of Indian alco-bev cos is mere $0.5 Bn
Watch the presentation -https://youtu.be/BiiecNdAQcM
Source: Rakjhun and Nigel
Watch the presentation -https://youtu.be/BiiecNdAQcM
Source: Rakjhun and Nigel
Niveyshak | निवेशक
30 Nov, 13:31
🌈 Various Special Situations in Stocks 🔥
A Compilation 👇
https://x.com/niveyshak/status/1862844125441114430
A Compilation 👇
https://x.com/niveyshak/status/1862844125441114430
Niveyshak | निवेशक
30 Nov, 12:58
☀ Dixon Technologies to Manufacture Google Pixel Phones
👉 Dixon Technologies' subsidiary, Padget Electronics, will start mass production of Google Pixel phones for Google, in collaboration with Compal.
👉 This is a big deal for Dixon, signifying their growth and commitment to high-quality products.
👉 The production will happen at Padget Electronics' Noida facility.
👉 This collaboration marks a significant step for Dixon in India’s electronics manufacturing landscape, reflecting its commitment to delivering cutting-edge products to both domestic and global markets.
👉 Dixon's Vice Chairman & MD, Atul B. Lall, emphasized the company's readiness to leverage its advanced facilities and manufacturing expertise for this opportunity
Source : TSTO
👉 Dixon Technologies' subsidiary, Padget Electronics, will start mass production of Google Pixel phones for Google, in collaboration with Compal.
👉 This is a big deal for Dixon, signifying their growth and commitment to high-quality products.
👉 The production will happen at Padget Electronics' Noida facility.
👉 This collaboration marks a significant step for Dixon in India’s electronics manufacturing landscape, reflecting its commitment to delivering cutting-edge products to both domestic and global markets.
👉 Dixon's Vice Chairman & MD, Atul B. Lall, emphasized the company's readiness to leverage its advanced facilities and manufacturing expertise for this opportunity
Source : TSTO
Niveyshak | निवेशक
30 Nov, 05:30
☀ Few of interesting chemical company for next 3 to 5 yr perspective one can study
DEEPAK NITRITE
ATUL LTD
PAUSHAK LTD
SRF LTD
FINE ORGANIC
PRIVI SPECIALITY
DYNEMIC PRO
LAXMI ORGANIC
SHREE PUSHKAR CHEMICAL
DIAMINE CHEMICAL
DEEPAK NITRITE
ATUL LTD
PAUSHAK LTD
SRF LTD
FINE ORGANIC
PRIVI SPECIALITY
DYNEMIC PRO
LAXMI ORGANIC
SHREE PUSHKAR CHEMICAL
DIAMINE CHEMICAL
Niveyshak | निवेशक
29 Nov, 07:58
🌈 Groww Selection Criteria
✍️ Screener Query | Screener Link
Market Capitalization > 15000 AND
Return on equity > 20 AND
FII holding > 55 AND
Sales growth 3Years > 15% AND
Profit growth 3Years > 15%
Link mentioned above 👀
Note: You can tweak each data and get different results!
✍️ Screener Query | Screener Link
Market Capitalization > 15000 AND
Return on equity > 20 AND
FII holding > 55 AND
Sales growth 3Years > 15% AND
Profit growth 3Years > 15%
Link mentioned above 👀
Note: You can tweak each data and get different results!
Niveyshak | निवेशक
29 Nov, 07:55
2 stocks with highest FII holdings | Market cap over ₹20,000 Cr
- CAMS
- 360 One WAM Limited
Watch here - https://youtu.be/Mahaf3MGXr8
👉 However there is a huge FILL buying list, we will share it soon!
- CAMS
- 360 One WAM Limited
Watch here - https://youtu.be/Mahaf3MGXr8
👉 However there is a huge FILL buying list, we will share it soon!
Niveyshak | निवेशक
29 Nov, 07:51
Gulf Oil | Price Action Analysis
👉 Scrip is doing a multi year re-test
👉 Near SL for many folks, should trigger
👉 Scrip is doing a multi year re-test
👉 Near SL for many folks, should trigger
Niveyshak | निवेशक
29 Nov, 07:50
Continue To Grow 2-3 Times The Market Growth Rate: Gulf Oil Lubricants | CNBC TV18
Watch the management interview - https://youtu.be/hXFEWruUm-E
Watch the management interview - https://youtu.be/hXFEWruUm-E
Niveyshak | निवेशक
29 Nov, 07:45
Nuvama Initiates A Buy Call On Electronics Mart And Aditya Vision | CNBC TV18
https://youtu.be/Gj1XNqgTrcY
https://youtu.be/Gj1XNqgTrcY
Niveyshak | निवेशक
29 Nov, 07:45
Exploring New Markets In NCR, Will Add 12-15 New Stores, Including 6 In NCR In H2: Electronics Mart
https://youtu.be/-gq5gS9Om-s
https://youtu.be/-gq5gS9Om-s
Niveyshak | निवेशक
29 Nov, 07:37
SMC Global | Financial Results
👉 Solid Setup for longs
👉 Positional basis and not momentum
👉 Patient folks only
👉 Solid Setup for longs
👉 Positional basis and not momentum
👉 Patient folks only
Niveyshak | निवेशक
29 Nov, 07:17
Angel One | Forays to PMS
Angel One Investment Managers & Advisors Pvt Ltd, a wholly owned subsidiary of #AngelOne, has received SEBI registration as a Portfolio Manager effective November 27, 2024.
SEBI Registration Number: INP000009117
Angel One Investment Managers & Advisors Pvt Ltd, a wholly owned subsidiary of #AngelOne, has received SEBI registration as a Portfolio Manager effective November 27, 2024.
SEBI Registration Number: INP000009117
Niveyshak | निवेशक
29 Nov, 07:15
KEC International | Orderbook Expansion + Profit And Margin
a. Order inflow target of ₹25,000 cr in FY25, have already done ₹16,000 cr; expecting Q4 to be better for order inflows
b. Maintaining revenue growth rate of 15% for FY25 and FY26
c. See visibility for 5-6 years in power transmission segment
d. Don't have a large 11 position in railways; have become selective in this segment
e. 9-10% margin target for FY26; FY25 margins to be at 7.5%
f. Don't have a large 11 position in railways; have become selective in this segment
g. 9-10% margin target for FY26; FY25 margins to be at 7.5%
h. There has been a significant bump up in the int markets; international pipeline in US and Mexico is very large
i. There has been a significant bump up in the int markets; international pipeline in US and Mexico is very large
Watch the management interview - https://youtu.be/OtZx-IvoLb0
a. Order inflow target of ₹25,000 cr in FY25, have already done ₹16,000 cr; expecting Q4 to be better for order inflows
b. Maintaining revenue growth rate of 15% for FY25 and FY26
c. See visibility for 5-6 years in power transmission segment
d. Don't have a large 11 position in railways; have become selective in this segment
e. 9-10% margin target for FY26; FY25 margins to be at 7.5%
f. Don't have a large 11 position in railways; have become selective in this segment
g. 9-10% margin target for FY26; FY25 margins to be at 7.5%
h. There has been a significant bump up in the int markets; international pipeline in US and Mexico is very large
i. There has been a significant bump up in the int markets; international pipeline in US and Mexico is very large
Watch the management interview - https://youtu.be/OtZx-IvoLb0
Niveyshak | निवेशक
29 Nov, 07:12
Expect Order Wins For Various Rail Projects In Coming Weeks: KEC International | CNBC TV18
Watch the management interview - https://youtu.be/eXSAp1vWzV8
Watch the management interview - https://youtu.be/eXSAp1vWzV8
Niveyshak | निवेशक
29 Nov, 07:07
Motilal Oswal retains 'Buy' rating on Dixon, Amber, Kaynes, Syrma, Cyient DLM and Avalon.
Niveyshak | निवेशक
29 Nov, 06:56
As Manufacture Of Mobile Components Goes Up In Next 24-28 Months, EBITDA Margin Will Rise By 100-120 Bps: Dixon
Watch the management interview - https://youtu.be/XEqg7pxf1Gk
Watch the management interview - https://youtu.be/XEqg7pxf1Gk
Niveyshak | निवेशक
29 Nov, 06:50
☀ Enviro | Management Interview
ENVIRO MNGMT SAYS Topline Growth Expected At 30-35%
Have Orders From 8 States, Increasing Footprints In Other States
Orderbook Is At ₹1,906 Cr As Of June 30
For Last 3 Years Topline Has Grown By 80%, PAT CAGR Growth At 132%
Few Projects Have Been Tendered By The Govt This Yr, Due To Elections
Few Projects Have Been Tendered By The Govt This Yr, Due To Elections
See Projects Coming Up In The Jal Jeevan Mission & Waste Water Segment
Have A Visibility Of 2 Years From Current Orderbook
Received A Project Of ₹267 Cr In July
EBITDA Margin Seen In The Range Of 24-25%
ENVIRO MNGMT SAYS Topline Growth Expected At 30-35%
Have Orders From 8 States, Increasing Footprints In Other States
Orderbook Is At ₹1,906 Cr As Of June 30
For Last 3 Years Topline Has Grown By 80%, PAT CAGR Growth At 132%
Few Projects Have Been Tendered By The Govt This Yr, Due To Elections
Few Projects Have Been Tendered By The Govt This Yr, Due To Elections
See Projects Coming Up In The Jal Jeevan Mission & Waste Water Segment
Have A Visibility Of 2 Years From Current Orderbook
Received A Project Of ₹267 Cr In July
EBITDA Margin Seen In The Range Of 24-25%
Niveyshak | निवेशक
21 Nov, 06:26
☀ CEAT | Management Interview
👍 Hints at margin improvement on better prices & cooling RM costs
👉 RM costs will move up mildly in Q3 vs Q2 before cooling off in Q4
👍 Growth wil be in double digits In H2FY25
👍 Hints at margin improvement on better prices & cooling RM costs
👉 RM costs will move up mildly in Q3 vs Q2 before cooling off in Q4
👍 Growth wil be in double digits In H2FY25
Niveyshak | निवेशक
21 Nov, 06:17
Gautam Adani charged by US in $265 million bribery case: Top things we know
Watch here - https://youtu.be/hI8P5_2u3co | https://youtu.be/YWviuzI4zy0
Watch here - https://youtu.be/hI8P5_2u3co | https://youtu.be/YWviuzI4zy0
Niveyshak | निवेशक
20 Nov, 11:07
Chennai-based real estate developer Casagrand is taking 1,000 of its employees on a weeklong, all-expenses-paid journey to Barcelona, Spain.
Does your employer treat you well ?
Does your employer treat you well ?
Niveyshak | निवेशक
20 Nov, 09:39
PMS AIF WORLD Bengaluru Investment Summit: Arun Chulani, First Water Capital | AIF Investment
Polyplex: Starts from 12:10
https://youtu.be/lKKkr2iXuzo
Polyplex: Starts from 12:10
https://youtu.be/lKKkr2iXuzo
Niveyshak | निवेशक
20 Nov, 08:33
Companies with Vision 2027
https://x.com/niveyshak/status/1820898778729021626
https://x.com/niveyshak/status/1820898778729021626
Niveyshak | निवेशक
20 Nov, 08:15
🚨 Sharda Cropchem Limited
The Bois caught it again at 570/sh
Scrip is trading at 813/sh 😁
The Bois caught it again at 570/sh
Scrip is trading at 813/sh 😁
Niveyshak | निवेशक
20 Nov, 08:08
37% increase in weddings this quarter compared to last year.
Total weddings estimated - 4.8 Mn
Jewellery consitutes 15% of total expenditure.
Total spending - 6 L Cr 🔥🔥
Total jewellery expenditure - 1 L Cr 👌
Good for all jewellery companies-
PNG Jewellers, Sky Gold, Tanishq, Kalyan, Senco Gold etc.
Source: Vishan
Total weddings estimated - 4.8 Mn
Jewellery consitutes 15% of total expenditure.
Total spending - 6 L Cr 🔥🔥
Total jewellery expenditure - 1 L Cr 👌
Good for all jewellery companies-
PNG Jewellers, Sky Gold, Tanishq, Kalyan, Senco Gold etc.
Source: Vishan
Niveyshak | निवेशक
20 Nov, 07:58
CAMS (Computer Age Management Services Ltd.) Investor Presentation (Q2 & H1 FY25)
https://x.com/niveyshak/status/1859143457840722217
https://x.com/niveyshak/status/1859143457840722217
Niveyshak | निवेशक
20 Nov, 06:13
Adani Power | Acquisitions
a. Promoters acquired shares worth 858 cr this year alone between 695-701/sh
b. Last year they acquired shares worth 804 cr, however rates are gone now between 162/sh and 378/sh
Scrip is trading at 522/sh today
https://x.com/niveyshak/status/1858452500388454630
a. Promoters acquired shares worth 858 cr this year alone between 695-701/sh
b. Last year they acquired shares worth 804 cr, however rates are gone now between 162/sh and 378/sh
Scrip is trading at 522/sh today
https://x.com/niveyshak/status/1858452500388454630
Niveyshak | निवेशक
20 Nov, 01:34
☀ Waaree Energies | Management Interview
👉 Waaree Energies Management Says Volume growth was robust at 39%
👉 Revenue is subdued due to decline in module prices
👉 Gross margins have been robust, focusing on maintaining profitability
👉 Seeing a little bit of stabilisation on pricing
👉 Waaree Energies Says Company Also Takes On Spot Orders In Retail
👉 Fulfillment Of Current 20 GW Order Book At 2-2.5 Years
👉 Order inflow is not a challenge, expecting order inflows to ramp up with capacity expansion
👉 WAAREE ENERGIES Says 5.4 GW Cell Capacity To Come On Stream In FY25, Aid Margins
👉 Co To Wait & Watch Out For Potential Imports Tariffs From US
Co Will Also Be A Local US Player Facilities, Thus Tariff Impact Will Vary
Company Also Looking Into Diversifying Into Other Global Geographies
👉 Waaree Energies Management Says Volume growth was robust at 39%
👉 Revenue is subdued due to decline in module prices
👉 Gross margins have been robust, focusing on maintaining profitability
👉 Seeing a little bit of stabilisation on pricing
👉 Waaree Energies Says Company Also Takes On Spot Orders In Retail
👉 Fulfillment Of Current 20 GW Order Book At 2-2.5 Years
👉 Order inflow is not a challenge, expecting order inflows to ramp up with capacity expansion
👉 WAAREE ENERGIES Says 5.4 GW Cell Capacity To Come On Stream In FY25, Aid Margins
👉 Co To Wait & Watch Out For Potential Imports Tariffs From US
Co Will Also Be A Local US Player Facilities, Thus Tariff Impact Will Vary
Company Also Looking Into Diversifying Into Other Global Geographies
Niveyshak | निवेशक
19 Nov, 15:31
🏆 Companies that came out with "Blockbuster" Results
- Allied Blenders
- Alpex Solar
- Amal
- Ami Organics
- Arkade
- Ashoka Buildcon
- Asian Energy
- Banco
- Bansal Wire
- Bondada
- BSE
- Ceinsys
- Cosmic CRF
- Cosmo First
- Deepak Fertilizer
- Digicontent
- EFC (I)
- Excel Industries
- Force Motors
- Ganesh Housing
- Ganesha Ecosphere
- Genesys
- Gokul Agro
- GSM Foils
- Indiamart
- Indo Tech
- Inox Wind
- Insolation Energy
- K.P. Energy
- Kitex
- KNR Construction
- KP Green
- Macfos
- Madhusudan
- Manorama
- Marine
- MCX
- NALCO
- NPST
- Nippon Life AMC
- Olectra
- Oriana
- Oriental Aromatics
- Paradeep
- Pix Transmission
- PNGS Gargi
- Pondy Oxides
- Premier Energies
- Prime Securities
- Prizor
- Rashi
- RBZ Jewellers
- SJ Logistics
- Selan
- Servotech Power
- Shakti Pumps
- Sky Gold
- T R I L
- Tejas Networks
- Texmaco Rail
- TGV Sraac
- Tiger Logistics
- Tolins
- Utssav
- Vimta Labs
- Vision Infra
- Viviana Power
- VVIP Infratech
- Websol Energy
- WPIL
- Zaggle Prepaid
Credits: Shreenidhi 🔥🔥
- Allied Blenders
- Alpex Solar
- Amal
- Ami Organics
- Arkade
- Ashoka Buildcon
- Asian Energy
- Banco
- Bansal Wire
- Bondada
- BSE
- Ceinsys
- Cosmic CRF
- Cosmo First
- Deepak Fertilizer
- Digicontent
- EFC (I)
- Excel Industries
- Force Motors
- Ganesh Housing
- Ganesha Ecosphere
- Genesys
- Gokul Agro
- GSM Foils
- Indiamart
- Indo Tech
- Inox Wind
- Insolation Energy
- K.P. Energy
- Kitex
- KNR Construction
- KP Green
- Macfos
- Madhusudan
- Manorama
- Marine
- MCX
- NALCO
- NPST
- Nippon Life AMC
- Olectra
- Oriana
- Oriental Aromatics
- Paradeep
- Pix Transmission
- PNGS Gargi
- Pondy Oxides
- Premier Energies
- Prime Securities
- Prizor
- Rashi
- RBZ Jewellers
- SJ Logistics
- Selan
- Servotech Power
- Shakti Pumps
- Sky Gold
- T R I L
- Tejas Networks
- Texmaco Rail
- TGV Sraac
- Tiger Logistics
- Tolins
- Utssav
- Vimta Labs
- Vision Infra
- Viviana Power
- VVIP Infratech
- Websol Energy
- WPIL
- Zaggle Prepaid
Credits: Shreenidhi 🔥🔥
Niveyshak | निवेशक
19 Nov, 13:24
Honasa down another 10% today!
Decoding the fall and valuations
Decoding the fall and valuations
Niveyshak | निवेशक
19 Nov, 13:18
Medplus | Management Interview
Each 1% increase in volumes of Private Label Medicines adds 15 Bps to Margins
Target 1-1.5% QoQ Increase in Pvt Label Contribution
Expect Medicine Volumes to contribute 25% over the next few years vs 16.5% now
Watch the management interview - https://youtu.be/oJWkAhQ40Tc
Each 1% increase in volumes of Private Label Medicines adds 15 Bps to Margins
Target 1-1.5% QoQ Increase in Pvt Label Contribution
Expect Medicine Volumes to contribute 25% over the next few years vs 16.5% now
Watch the management interview - https://youtu.be/oJWkAhQ40Tc
Niveyshak | निवेशक
19 Nov, 13:16
Indian Hotels 2030 Strategy 👇
👉 See revenue doubling by 2030
👉 Portfolio will double, will have more than 700 hotels
👉 Management fee is expected to cross ₹1,000 cr by 2030
👉 See revenue doubling by 2030
👉 Portfolio will double, will have more than 700 hotels
👉 Management fee is expected to cross ₹1,000 cr by 2030
Niveyshak | निवेशक
19 Nov, 13:15
Lemon Tree | Management Interview
Targets 1250 Cr revenue with >50% margins
Will have over 60% occupancy in H2 at Mumbai Aurika
Expect to rake in 300-350 Cr via Management fees in a couple of years
Watch the interview - https://youtu.be/TxE8GZLXlpQ
Targets 1250 Cr revenue with >50% margins
Will have over 60% occupancy in H2 at Mumbai Aurika
Expect to rake in 300-350 Cr via Management fees in a couple of years
Watch the interview - https://youtu.be/TxE8GZLXlpQ
Niveyshak | निवेशक
19 Nov, 13:13
Strong commentary Indian Hotels at the Capital Markets Day
Targets for 2030:
700 Hotels vs 350 Right Now
Revenue 2X at 15000 Cr
Mgmt. Fee to cross 1000 Cr
Ama, Ginger, Qmin etc will grow 30% CAGR
75% revenue from existing, 25% from re-imagined businesses
Targets for 2030:
700 Hotels vs 350 Right Now
Revenue 2X at 15000 Cr
Mgmt. Fee to cross 1000 Cr
Ama, Ginger, Qmin etc will grow 30% CAGR
75% revenue from existing, 25% from re-imagined businesses
Niveyshak | निवेशक
19 Nov, 11:07
Mach Conferences & Events Limited (MCEL) - Investor Presentation | H1 FY25
https://x.com/niveyshak/status/1858824844516692321
https://x.com/niveyshak/status/1858824844516692321
Niveyshak | निवेशक
19 Nov, 11:06
Waaree Energies Investor PPT
https://x.com/niveyshak/status/1858828749162082404
https://x.com/niveyshak/status/1858828749162082404
Niveyshak | निवेशक
19 Nov, 09:31
Krishna Defence | Concall + Investor PPT
https://x.com/niveyshak/status/1858483359099322673
https://x.com/niveyshak/status/1858483359099322673
Niveyshak | निवेशक
19 Nov, 09:30
Arkade Developers | Investor PPT
https://x.com/niveyshak/status/1858134252165980254
https://x.com/niveyshak/status/1858134252165980254
Niveyshak | निवेशक
19 Nov, 03:22
☀ FY25 Q2 Summary of all the results
👉Total 280 companies passed.
👉 Companies which grew more than 20% on Sales and 30% on PAT levels
👉Total 280 companies passed.
👉 Companies which grew more than 20% on Sales and 30% on PAT levels
Niveyshak | निवेशक
18 Nov, 16:12
Will Tata Motors bounce back? | Tata Motors stock analysis
https://youtu.be/7oOwN2bP-BQ
https://youtu.be/7oOwN2bP-BQ
Niveyshak | निवेशक
18 Nov, 15:43
Crompton Greaves Reports Five-Quarters Of Double Digit Growth
Watch the management interview - https://youtu.be/XnWP0MkgpQQ
Watch the management interview - https://youtu.be/XnWP0MkgpQQ
Niveyshak | निवेशक
18 Nov, 15:37
Associated Alcohols: Loaded with long-term potential
Read here - Link
Read here - Link
Niveyshak | निवेशक
15 Nov, 08:35
3 stocks that beat analyst expectations | Q2 FY25 results detailed analysis
Watch here - https://youtu.be/vDAQrI8KI9o
Watch here - https://youtu.be/vDAQrI8KI9o
Niveyshak | निवेशक
15 Nov, 08:34
Lemon Tree has been recommended as part of Diwali Picks from
- Sharekhan India
- Share India Securities
- Systematix
Also came out as part of recommended picks from other research houses!
- Prabhudas Lilladher Capital on India Strategy
- ICICI Securities on Hotels - Jul’24
- Sharekhan India
- Share India Securities
- Systematix
Also came out as part of recommended picks from other research houses!
- Prabhudas Lilladher Capital on India Strategy
- ICICI Securities on Hotels - Jul’24
Niveyshak | निवेशक
15 Nov, 08:20
What are the future plans of Lemon Tree Hotels Ltd? ft Jinesh Joshi PL Capital - Prabhudas Lilladher
Watch the analysts video - https://youtu.be/7eGBseEz0lY
Watch the analysts video - https://youtu.be/7eGBseEz0lY
Niveyshak | निवेशक
15 Nov, 08:17
Is Galaxy Surfactants set for a comeback? ft. Mr. Rohit Nagraj (Centrum Broking Ltd.)
Watch here - https://youtu.be/6NZzajwgTho
Watch here - https://youtu.be/6NZzajwgTho
Niveyshak | निवेशक
15 Nov, 08:15
2 secret market leaders you need to know | Market cap over ₹10,000 crores
Watch here - https://youtu.be/d5rACzfQlc4
Watch here - https://youtu.be/d5rACzfQlc4
Niveyshak | निवेशक
15 Nov, 08:08
'Don't See Us Going Back To 30% EBITDA': Sula CEO Rajeev Samant
Watch the interview - https://youtu.be/hhbrkAzCOMc
Watch the interview - https://youtu.be/hhbrkAzCOMc
Niveyshak | निवेशक
15 Nov, 07:10
Next time you see your CEO/CFO or your manager arriving in an expensive car.
Say it's OK, I will buy two of these for my own and give it to my driver to drive it.
👉 Work your ass off 15-16 hours a day if the need be, outside your office hours, hide it from your employers 😎
👉 Do not discuss, build a side hustle, multiple if possible. 💥
👉 Find out what you are good at ? Gaming ? OK.. Farming ? Ok ..✍️
Artist ? Ok Singing ? Ok Just be passionate at what you do ..That's it 🤝
👉 Make it an obsession and be the best at it. 💪
I did for my own, you can too .. Today it is not about me anymore ..today it is about you! 🫵
👉 Do not disclose it, keep it in mind and make it happen! You can do it. 💯
Say it's OK, I will buy two of these for my own and give it to my driver to drive it.
👉 Work your ass off 15-16 hours a day if the need be, outside your office hours, hide it from your employers 😎
👉 Do not discuss, build a side hustle, multiple if possible. 💥
👉 Find out what you are good at ? Gaming ? OK.. Farming ? Ok ..✍️
Artist ? Ok Singing ? Ok Just be passionate at what you do ..That's it 🤝
👉 Make it an obsession and be the best at it. 💪
I did for my own, you can too .. Today it is not about me anymore ..today it is about you! 🫵
👉 Do not disclose it, keep it in mind and make it happen! You can do it. 💯
Niveyshak | निवेशक
15 Nov, 07:07
I believe in hard work over work-life balance; I was disappointed with India’s shift from a six-day workweek to five," says Narayana Murthy.
POV:
a. Work hard for your own company/business that you own but not for others or your employer. Never!
b. Never be loyal to your employer, you are always replaceable
c. Always move on bigger and better opportunities and don't slog at the same company for years
d. Make good money and get moving, your family needs good food, shelter above head.
e. You will smile when you see you have a nice house of your own(even if bought loan pay it off quickly), a good family trip to some world tour destinations, enjoy a nice ride with that sexy car you own
f. Lead a good life for yourself and not for these people who exploit your skill and time to get rich!
g. Better you exploit them and do job hopping.
h. Built multiple income streams, real estate, gold, Mutual funds
POV:
a. Work hard for your own company/business that you own but not for others or your employer. Never!
b. Never be loyal to your employer, you are always replaceable
c. Always move on bigger and better opportunities and don't slog at the same company for years
d. Make good money and get moving, your family needs good food, shelter above head.
e. You will smile when you see you have a nice house of your own(even if bought loan pay it off quickly), a good family trip to some world tour destinations, enjoy a nice ride with that sexy car you own
f. Lead a good life for yourself and not for these people who exploit your skill and time to get rich!
g. Better you exploit them and do job hopping.
h. Built multiple income streams, real estate, gold, Mutual funds
Niveyshak | निवेशक
15 Nov, 06:57
Why Epack Shares Took A Hit In Trade Despite Strong Revenue In Q2
Watch the management interview - https://youtu.be/KSu2wVLPF2k
Watch the management interview - https://youtu.be/KSu2wVLPF2k
Niveyshak | निवेशक
15 Nov, 06:54
WTF are Indian Real Estate Giants Up To? Nikhil ft. Irfan, Nirupa, & Karan
Watch the interview - https://youtu.be/LqSEfz4YUFA
Watch the interview - https://youtu.be/LqSEfz4YUFA
Niveyshak | निवेशक
15 Nov, 06:52
Residential Or Commercial? Where Does Brigade Enterprises See Stress?
Watch the management interview - https://youtu.be/wAsFbnyONPw
Watch the management interview - https://youtu.be/wAsFbnyONPw
Niveyshak | निवेशक
15 Nov, 06:50
Patel Engineering Aims For Rs 12,000 Crore Orderbook Next Year, EBITDA Margin Of 13-14%
Watch the management interview - https://youtu.be/NCz06UwoVig
Watch the management interview - https://youtu.be/NCz06UwoVig
Niveyshak | निवेशक
15 Nov, 06:49
NTPC Green: Management Shares Roadmap On Capacity Addition, Move To Green Hydrogen Derivatives
Watch details about the IPO - https://youtu.be/B_NGavMsFhY
Watch details about the IPO - https://youtu.be/B_NGavMsFhY
Niveyshak | निवेशक
15 Nov, 06:48
How NTPC Plans To Dominate Coal, Renewable Energy & Nuclear Power By 2032
Watch the management interview - https://youtu.be/vr-hGjdjdy0
Watch the management interview - https://youtu.be/vr-hGjdjdy0
Niveyshak | निवेशक
15 Nov, 06:47
Bharat Forge Secures New Orders Worth Rs 1207 Crore: Bharat Forge's Amit Kalyani Outlook On Growth
Watch the management interview - https://youtu.be/D9JCZbF58I8
Watch the management interview - https://youtu.be/D9JCZbF58I8
Niveyshak | निवेशक
12 Nov, 11:46
🏛️ EMS Limited | Financial Results
👉 EMS Ltd announced a strong financial performance for Q2 and H1 FY25.
👉 Standalone PAT for H1 FY25 surged 29.51% to Rs. 86.37 crore, and consolidated PAT increased 27.41% to Rs. 86.82 crore, driven by higher revenue from operations and increased project executions.
👉 Q2 standalone and consolidated PAT also showed growth, reaching Rs. 49.53 crore and Rs. 49.65 crore, respectively.
👉 The company is optimistic about future growth with a robust order book and government support for infrastructure
👉 EMS Ltd announced a strong financial performance for Q2 and H1 FY25.
👉 Standalone PAT for H1 FY25 surged 29.51% to Rs. 86.37 crore, and consolidated PAT increased 27.41% to Rs. 86.82 crore, driven by higher revenue from operations and increased project executions.
👉 Q2 standalone and consolidated PAT also showed growth, reaching Rs. 49.53 crore and Rs. 49.65 crore, respectively.
👉 The company is optimistic about future growth with a robust order book and government support for infrastructure
Niveyshak | निवेशक
12 Nov, 11:38
Globus Spirits was 893-899 for few seconds today!
- Post Results shakeout!
- Scrip was hammered again due to bad results, poor show!
- Post Results shakeout!
- Scrip was hammered again due to bad results, poor show!
Niveyshak | निवेशक
12 Nov, 11:08
Confident Of Maintaining A 15% EBITDA Margin In The CDMO Business: Akums Drugs | CNBC TV18
Watch the management interview - https://youtu.be/Xr_6TWq7tSE
Watch the management interview - https://youtu.be/Xr_6TWq7tSE
Niveyshak | निवेशक
12 Nov, 11:06
LTTS + Intelliswift Software
👉 L&T Technology Services Limited (LTTS) has announced its acquisition of Intelliswift Software (India) Private Limited and Intelliswift Software Inc., based in the U.S., for up to $110 million.
👉 This acquisition involves both upfront and deferred cash payments, with completion expected by February 28, 2025
👉 The target companies specialize in software product development, platform engineering, and AI.
👉 Their combined revenue for 2023 was approximately $96 million. LTTS aims to strengthen its digital engineering portfolio and AI capabilities for global clients through this acquisition.
👉 L&T Technology Services Limited (LTTS) has announced its acquisition of Intelliswift Software (India) Private Limited and Intelliswift Software Inc., based in the U.S., for up to $110 million.
👉 This acquisition involves both upfront and deferred cash payments, with completion expected by February 28, 2025
👉 The target companies specialize in software product development, platform engineering, and AI.
👉 Their combined revenue for 2023 was approximately $96 million. LTTS aims to strengthen its digital engineering portfolio and AI capabilities for global clients through this acquisition.
Niveyshak | निवेशक
12 Nov, 11:00
We Will Be Able To Double Intelliswift's Revenue In 3 Years: L&T Tech Svcs | CNBC TV18
Watch the management interview - https://youtu.be/nR-0esa_q0I
Watch the management interview - https://youtu.be/nR-0esa_q0I
Niveyshak | निवेशक
12 Nov, 11:00
LTTS | Acquisitions
Management Guidance
👉 Confident about achieving revenue run rate of $1.5 bn by March 2025
👉 Company will be able to double Intelliswift's revenue in 3 years
Management Guidance
👉 Confident about achieving revenue run rate of $1.5 bn by March 2025
👉 Company will be able to double Intelliswift's revenue in 3 years
Niveyshak | निवेशक
12 Nov, 10:58
Expect 5% Volume Growth In FY25, With Prices Set To Improve Over The Next Two Quarters: Shree Cement
Watch the management interview - https://youtu.be/0lXyJSX-SFA
Watch the management interview - https://youtu.be/0lXyJSX-SFA
Niveyshak | निवेशक
12 Nov, 10:55
Jubilant FoodWorks Surges After Strong Q2 Earnings; EBITDA Beats Estimates At ₹287 Crore | CNBC TV18
Watch the video here - https://youtu.be/ni5d0h54JgU
Watch the video here - https://youtu.be/ni5d0h54JgU
Niveyshak | निवेशक
10 Nov, 17:51
High Value Transaction: Promoter Buying Instances
https://x.com/niveyshak/status/1855661918368788838
https://x.com/niveyshak/status/1855661918368788838
Niveyshak | निवेशक
10 Nov, 15:40
Folks are worried, should we be too ? I don't think so !!
Quarterly results will be forgotten, do you remember what was a quarter like for any company in the past, unless it is a special case ?
Quarterly results will be forgotten, do you remember what was a quarter like for any company in the past, unless it is a special case ?
Niveyshak | निवेशक
10 Nov, 14:32
Smart Money | Deep Pockets HQ
👉 Smart Money Data from Banks, AIF, PMS, Mutual Funds
👉 Track Powerful Money, stay ahead of the curve
Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family. 🎁
Give us a shout out at ❤️
https://x.com/DeepPocketsHQ
👉 Smart Money Data from Banks, AIF, PMS, Mutual Funds
👉 Track Powerful Money, stay ahead of the curve
Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family. 🎁
Give us a shout out at ❤️
https://x.com/DeepPocketsHQ
Niveyshak | निवेशक
10 Nov, 08:28
25 Large Cap Stocks with amazing Sales Growth
7 Year Sales Growth ( Compound ) > 20%
Source: My First Stock
7 Year Sales Growth ( Compound ) > 20%
Source: My First Stock
Niveyshak | निवेशक
09 Nov, 17:57
Company did pref at 86/sh 2020
Scrip trading at 92/sh
👉 Promoters holding remains unchanged at 72.74% in Sep 2024 qtr
👉 FII/FPI holding remains unchanged at 0.50% in Sep 2024 qtr
👉 Number of FII/FPI investors increased from 5 to 6 in Sep 2024 qtr.
👉 Institutional Investors holding remains unchanged at 0.50% in Sep 2024 qtr
Find it here - https://x.com/DeepPocketsHQ/status/1855306416841703885
Scrip trading at 92/sh
👉 Promoters holding remains unchanged at 72.74% in Sep 2024 qtr
👉 FII/FPI holding remains unchanged at 0.50% in Sep 2024 qtr
👉 Number of FII/FPI investors increased from 5 to 6 in Sep 2024 qtr.
👉 Institutional Investors holding remains unchanged at 0.50% in Sep 2024 qtr
Find it here - https://x.com/DeepPocketsHQ/status/1855306416841703885
Niveyshak | निवेशक
09 Nov, 14:33
☀ Small Cap: India Electronics & AC Manufacturing Theme:-
(1) Kaynes Tech:
A leading end-to-end and IoT solutions-enabled integrated electronics manufacturer in India, with capabilities across the entire spectrum of ESDM services.
(2) PG Electroplast :
Co. specializes in Original Design Manufacturing (ODM), Original Equipment Manufacturing (OEM) and Plastic Injection Molding, catering to 50+ leading Indian and Global brands.
(3) EPack Durables :
Co. is the 2nd largest room air conditioner Original Design Manufacturer (ODM) in India in terms of number of units, specializing in room air conditioners (RAC) and related components. It has 24% market share in domestically manufactured units by ODM in FY23.
(4) Amber Enterprises :
A 23.6% share in the total Room Air Conditioner market and is a prominent solution provider for the Air conditioner OEM/ODM
(1) Kaynes Tech:
A leading end-to-end and IoT solutions-enabled integrated electronics manufacturer in India, with capabilities across the entire spectrum of ESDM services.
(2) PG Electroplast :
Co. specializes in Original Design Manufacturing (ODM), Original Equipment Manufacturing (OEM) and Plastic Injection Molding, catering to 50+ leading Indian and Global brands.
(3) EPack Durables :
Co. is the 2nd largest room air conditioner Original Design Manufacturer (ODM) in India in terms of number of units, specializing in room air conditioners (RAC) and related components. It has 24% market share in domestically manufactured units by ODM in FY23.
(4) Amber Enterprises :
A 23.6% share in the total Room Air Conditioner market and is a prominent solution provider for the Air conditioner OEM/ODM
Niveyshak | निवेशक
09 Nov, 14:25
☀ Good Financial Results
Ratnaveer Precision Engineering
#Ratnaveer
Solid Q2FY25 👏
Rev at 230cr vs 143cr, Q1 at 205cr
PBT at 18cr vs 9cr, Q1 at 17cr
PAT at 12cr vs 8cr,flat QoQ
Higher tax paid this qtr vs last year Q2
OCF at 45cr vs 12cr🔥👏
Divis Labs
#Divis
#DivisLabs
Solid Q2FY25 🔥👏
Rev at 2338cr vs 1909cr, Q1 at 2118cr
Solid margin expansion
PBT at 722cr vs 469cr, Q1 at 604cr
PAT at 510ce vs 348cr, Q1 at 430cr
Solid QoQ uptick
OCF at 926cr vs 539cr👏
Epigral Ltd
#Epigral
Previously,Meghmani Finechem
Solid Q2FY25 👏
Good rebound YoY
EBITDA improves marginally QoQ too👏
Margins intact QoQ
New capacity from Q3FY25
Rev at 626cr vs 478cr, Q1 at 651cr
PBT at 124cr vs 56cr, Q1 at 131cr
PAT at 81cr vs 37cr, Q1 at 86cr
OCF at 218cr vs 183cr
Remus Pharma (SME)
#Remus
Solid H1FY25 👏
Rev at 272cr vs 29cr, H2 at 183cr
PBT at 22cr vs 10cr, H2 at 21cr
PAT at 18.7cr vs 8cr, H2 at 20.3cr
OCF at 10cr vs 5cr
Robust cash in hand
Black Box
#BBox
#BlackBox
Rev down slightly.This has been the trend from last 3 qtrs
Margins continue to improve
Good Q2FY25 👏
Rev at 1497cr vs 1574cr, Q1 at 1423cr
PBT at 73cr vs 44cr, Q1 at 59cr
PAT at 55cr vs 33cr, Q1 at 40cr
OCF at 117cr vs 46cr
DOMS
#DOMS
Peers are struggling,DOMS continues to deliver superior qtrs
Rich valuations
Growth has been v strong
Rev at 457cr vs 382cr, Q1 at 445cr
PBT at 72cr vs 50cr,flat QoQ
PAT at 54cr vs 37cr,flat QoQ
OCF at 122cr vs 107cr
Krishna Institute of Medical Science
#KIMS
Nicely ramping up post couple of acquisition done in last 2 years
Rev at 777cr vs 652cr, Q1 at 688cr
PBT at 162cr vs 138cr, Q1 at 127cr
PAT at 121cr vs 101cr Q1 at 95cr
OCF at 246cr vs 271cr
Affle India
#Affle
Consistent, steady Q2FY25 👏
Solid uptick with growth momentum getting better
Rev at 543cr vs 431cr, Q1 at 519cr
Other income at 29cr vs 10cr, Q1 at 25cr
PBT at 113cr vs 73cr, Q1 at 106cr
PAT at 92cr vs 66cr, Q1 at 86cr
OCF at 145cr vs 98cr
Tinna Rubber
#TinnaRubber
YoY good, QoQ weakish
Rev at 118cr vs 80cr, Q1 at 136cr
PBT at 16cr vs 10cr, Q1 at 21.5cr
PAT at 12cr vs 7.6cr, Q1 at 16cr
RM cost increases sharply QoQ leading to big drop in OPM
OCF at 13cr vs 29cr
TechKnowGreen(SME)
#TechKnowGreen
Decent H1FY25
Rev at 13.5cr vs 9.2cr, H2 at 14.2cr
PBT at 5.1cr vs 3.2cr, H2 at 5.3cr
PAT at 3.8cr vs 3.2cr, H2 at 2.9cr
OCF at 1.6cr vs -5cr
Chetana Education
#Chetana
Matches FY24 numbers in H1FY25
No comparison provided vs last year H1 nos, so can't compare exactly
Rev at 58cr vs 40cr in FY24
PBT at 13.6cr vs 14cr in FY24
PAT at 10cr in H1FY25 vs 10cr in FY24
OCF at 12cr vs -6cr🔥
ASM Technologies
#ASMTech
Rev at 57cr vs 50cr, Q1 at 53cr
Other inc at 2.7cr vs 40lacs, Q1 at 3cr
PBT at 4cr vs loss, Q1 at 1.7cr
OCF at 47lacs
Braddy and Morris Engineering
#Braddy
Rev at 23cr vs 16cr, Q1 at 20cr
PBT at 3.3cr vs 2.5cr,flat QoQ
PAT at 2.4crvvs 1.9cr,flat QoQ
OCF at 7.2cr vs 2.3cr
WH Brady & Co
#WHbrady
Rev at 27cr vs 19cr, Q1 at 24cr
PBT at 5.5cr vs 3cr, Q1 at 4.8cr
PAT at 3.8cr vs 2.2cr, Q1 at 3.6cr
OCF at 7.5cr vs 1.7cr
Industrial Investment Trust
#IITL
Gain on fair value changes at 8.7cr vs 6cr QoQ leads to:
PBT at 11.6cr vs 2.6cr, Q1 at 9cr
PAT at 9cr vs 1.5cr, Q1 at 7cr
CSL Finance
#CSLFin
Rev at 54cr vs 38cr, Q1 at 51cr
PBT at 25cr vs 20cr,flat QoQ
Decent:
#HBLPower
Mainly due to 8cr higher other income, else 7% PBT growth
Rev down
Healthcare Global
#HCG
Other income higher by 8cr YoY leads to PBT of 28cr vs 18cr, Q1 at 19cr
Source: Shreenidhi Sir
Ratnaveer Precision Engineering
#Ratnaveer
Solid Q2FY25 👏
Rev at 230cr vs 143cr, Q1 at 205cr
PBT at 18cr vs 9cr, Q1 at 17cr
PAT at 12cr vs 8cr,flat QoQ
Higher tax paid this qtr vs last year Q2
OCF at 45cr vs 12cr🔥👏
Divis Labs
#Divis
#DivisLabs
Solid Q2FY25 🔥👏
Rev at 2338cr vs 1909cr, Q1 at 2118cr
Solid margin expansion
PBT at 722cr vs 469cr, Q1 at 604cr
PAT at 510ce vs 348cr, Q1 at 430cr
Solid QoQ uptick
OCF at 926cr vs 539cr👏
Epigral Ltd
#Epigral
Previously,Meghmani Finechem
Solid Q2FY25 👏
Good rebound YoY
EBITDA improves marginally QoQ too👏
Margins intact QoQ
New capacity from Q3FY25
Rev at 626cr vs 478cr, Q1 at 651cr
PBT at 124cr vs 56cr, Q1 at 131cr
PAT at 81cr vs 37cr, Q1 at 86cr
OCF at 218cr vs 183cr
Remus Pharma (SME)
#Remus
Solid H1FY25 👏
Rev at 272cr vs 29cr, H2 at 183cr
PBT at 22cr vs 10cr, H2 at 21cr
PAT at 18.7cr vs 8cr, H2 at 20.3cr
OCF at 10cr vs 5cr
Robust cash in hand
Black Box
#BBox
#BlackBox
Rev down slightly.This has been the trend from last 3 qtrs
Margins continue to improve
Good Q2FY25 👏
Rev at 1497cr vs 1574cr, Q1 at 1423cr
PBT at 73cr vs 44cr, Q1 at 59cr
PAT at 55cr vs 33cr, Q1 at 40cr
OCF at 117cr vs 46cr
DOMS
#DOMS
Peers are struggling,DOMS continues to deliver superior qtrs
Rich valuations
Growth has been v strong
Rev at 457cr vs 382cr, Q1 at 445cr
PBT at 72cr vs 50cr,flat QoQ
PAT at 54cr vs 37cr,flat QoQ
OCF at 122cr vs 107cr
Krishna Institute of Medical Science
#KIMS
Nicely ramping up post couple of acquisition done in last 2 years
Rev at 777cr vs 652cr, Q1 at 688cr
PBT at 162cr vs 138cr, Q1 at 127cr
PAT at 121cr vs 101cr Q1 at 95cr
OCF at 246cr vs 271cr
Affle India
#Affle
Consistent, steady Q2FY25 👏
Solid uptick with growth momentum getting better
Rev at 543cr vs 431cr, Q1 at 519cr
Other income at 29cr vs 10cr, Q1 at 25cr
PBT at 113cr vs 73cr, Q1 at 106cr
PAT at 92cr vs 66cr, Q1 at 86cr
OCF at 145cr vs 98cr
Tinna Rubber
#TinnaRubber
YoY good, QoQ weakish
Rev at 118cr vs 80cr, Q1 at 136cr
PBT at 16cr vs 10cr, Q1 at 21.5cr
PAT at 12cr vs 7.6cr, Q1 at 16cr
RM cost increases sharply QoQ leading to big drop in OPM
OCF at 13cr vs 29cr
TechKnowGreen(SME)
#TechKnowGreen
Decent H1FY25
Rev at 13.5cr vs 9.2cr, H2 at 14.2cr
PBT at 5.1cr vs 3.2cr, H2 at 5.3cr
PAT at 3.8cr vs 3.2cr, H2 at 2.9cr
OCF at 1.6cr vs -5cr
Chetana Education
#Chetana
Matches FY24 numbers in H1FY25
No comparison provided vs last year H1 nos, so can't compare exactly
Rev at 58cr vs 40cr in FY24
PBT at 13.6cr vs 14cr in FY24
PAT at 10cr in H1FY25 vs 10cr in FY24
OCF at 12cr vs -6cr🔥
ASM Technologies
#ASMTech
Rev at 57cr vs 50cr, Q1 at 53cr
Other inc at 2.7cr vs 40lacs, Q1 at 3cr
PBT at 4cr vs loss, Q1 at 1.7cr
OCF at 47lacs
Braddy and Morris Engineering
#Braddy
Rev at 23cr vs 16cr, Q1 at 20cr
PBT at 3.3cr vs 2.5cr,flat QoQ
PAT at 2.4crvvs 1.9cr,flat QoQ
OCF at 7.2cr vs 2.3cr
WH Brady & Co
#WHbrady
Rev at 27cr vs 19cr, Q1 at 24cr
PBT at 5.5cr vs 3cr, Q1 at 4.8cr
PAT at 3.8cr vs 2.2cr, Q1 at 3.6cr
OCF at 7.5cr vs 1.7cr
Industrial Investment Trust
#IITL
Gain on fair value changes at 8.7cr vs 6cr QoQ leads to:
PBT at 11.6cr vs 2.6cr, Q1 at 9cr
PAT at 9cr vs 1.5cr, Q1 at 7cr
CSL Finance
#CSLFin
Rev at 54cr vs 38cr, Q1 at 51cr
PBT at 25cr vs 20cr,flat QoQ
Decent:
#HBLPower
Mainly due to 8cr higher other income, else 7% PBT growth
Rev down
Healthcare Global
#HCG
Other income higher by 8cr YoY leads to PBT of 28cr vs 18cr, Q1 at 19cr
Source: Shreenidhi Sir
Niveyshak | निवेशक
08 Nov, 17:55
Nomura on India T&D - Multi-decade growth story; USD110bn domestic grid investment opportunity over FY22-32E
CG Power and Industrial Solutions (CGPOWER IN, Buy; TP of INR970): We expect an earnings CAGR of 32% over FY24-27F as we believe it is strategically positioned to leverage industry tailwinds.
GE Vernova T&D India (GVTD IN, Buy; TP of INR2,500): We expect an earnings CAGR of 76% over FY24-27F driven by robust ordering prospects, market share gains, and healthy pricing power.
Apar Industries (APR IN, Buy; TP of INR11,700): It is a proxy play on grid electrification as it specializes in highly technology-oriented products (HTLS and HeC conductors, 800kV transformer oil, and E-beam cables).
Source: Sekhar da!
CG Power and Industrial Solutions (CGPOWER IN, Buy; TP of INR970): We expect an earnings CAGR of 32% over FY24-27F as we believe it is strategically positioned to leverage industry tailwinds.
GE Vernova T&D India (GVTD IN, Buy; TP of INR2,500): We expect an earnings CAGR of 76% over FY24-27F driven by robust ordering prospects, market share gains, and healthy pricing power.
Apar Industries (APR IN, Buy; TP of INR11,700): It is a proxy play on grid electrification as it specializes in highly technology-oriented products (HTLS and HeC conductors, 800kV transformer oil, and E-beam cables).
Source: Sekhar da!
Niveyshak | निवेशक
08 Nov, 08:00
🎁 The Elite The Best - Darvas Club 🎁
No Financial attachments, Pure Knowledge, Perfection, Commitments and Team Work 🎢
My better version - much much better which I can say now with certainty.
🏕️ Time has come now to take a back seat, for them to lead the show. A nice trip to the himalayas may be lolz 🤣
Game on Bois!!! 🔥🔥
https://x.com/niveyshak/status/1793924719709728840
No Financial attachments, Pure Knowledge, Perfection, Commitments and Team Work 🎢
My better version - much much better which I can say now with certainty.
🏕️ Time has come now to take a back seat, for them to lead the show. A nice trip to the himalayas may be lolz 🤣
Game on Bois!!! 🔥🔥
https://x.com/niveyshak/status/1793924719709728840
Niveyshak | निवेशक
08 Nov, 07:46
🏛️ Avalon Technologies - Folks caught it at 522
Today at 844+ odd
Sab changa si!! Oye 😎
Today at 844+ odd
Sab changa si!! Oye 😎
Niveyshak | निवेशक
07 Nov, 20:15
Rajashekhar Iyer On His Unique Benjamin Graham+ Approach to Picking Stocks | Investor Hour
Watch here - https://youtu.be/gh7o6KHE-qs
Watch here - https://youtu.be/gh7o6KHE-qs
Niveyshak | निवेशक
07 Nov, 13:04
In the Healthcare Sector. from January 1st to September this year 2024,
DII Total Buying: ~58K cr
DII Total Selling: ~31K cr, combined all of large caps, midcaps and smallcaps
Interestingly,
a. In large caps DII bought ~14K cr but sold ~15K cr, so net net they sold/exited
b. In mid caps DII bought ~14K cr but sold ~10K cr, so net net they bought, okayish
c. In small caps DII bought ~30K cr but sold only ~5K cr which is brilliant
https://x.com/niveyshak/status/1854273063329595886
DII Total Buying: ~58K cr
DII Total Selling: ~31K cr, combined all of large caps, midcaps and smallcaps
Interestingly,
a. In large caps DII bought ~14K cr but sold ~15K cr, so net net they sold/exited
b. In mid caps DII bought ~14K cr but sold ~10K cr, so net net they bought, okayish
c. In small caps DII bought ~30K cr but sold only ~5K cr which is brilliant
https://x.com/niveyshak/status/1854273063329595886
Niveyshak | निवेशक
07 Nov, 11:44
🏛️ KRN Heat Exchange - Folks caught it at 450
Today at 583/sh 💹
Today at 583/sh 💹
Niveyshak | निवेशक
05 Nov, 08:35
Oriana Power
2400+
👉 Box BO done
👉 Let's ride beyond ATH!
Be kind and push reactions if you are holding!
2400+
👉 Box BO done
👉 Let's ride beyond ATH!
Be kind and push reactions if you are holding!
Niveyshak | निवेशक
05 Nov, 08:00
☀ APL Apollo Tubes | Management Interview
👉 APL Apollo Tubes says
✍ Guidance for FY25 Volumes at 3.2-3.3mt
✍ H2FY25 EBITDA/tn ₹4k-5k/tn
✍ Promoter entity will not reduce stake
✍ Priority is to be debt free, then can think about a buyback
Full Interview here - https://t.me/niveyshak1/28880
👉 APL Apollo Tubes says
✍ Guidance for FY25 Volumes at 3.2-3.3mt
✍ H2FY25 EBITDA/tn ₹4k-5k/tn
✍ Promoter entity will not reduce stake
✍ Priority is to be debt free, then can think about a buyback
Full Interview here - https://t.me/niveyshak1/28880
Niveyshak | निवेशक
05 Nov, 07:21
Saregama | Breakout + Re-test
LTP: 517 | Setup
a. SL 5% for traders
b. Investors can add dips till 416-480
More details here
https://x.com/DeepPocketsHQ/status/1853699095438782834
LTP: 517 | Setup
a. SL 5% for traders
b. Investors can add dips till 416-480
More details here
https://x.com/DeepPocketsHQ/status/1853699095438782834
Niveyshak | निवेशक
05 Nov, 06:44
Sula Vineyards | Reversal Setup
LTP: 426 | Setup
a. SL 5% for traders for ATH as upside
b. For Investors, no targets on upside, risk as per your capacity
👉 Smart Money data attached here https://x.com/DeepPocketsHQ/status/1853689664269353143
LTP: 426 | Setup
a. SL 5% for traders for ATH as upside
b. For Investors, no targets on upside, risk as per your capacity
👉 Smart Money data attached here https://x.com/DeepPocketsHQ/status/1853689664269353143
Niveyshak | निवेशक
05 Nov, 06:36
There are two setups for today
Both are positional basis and not momentum
a. SULA - Reversal
b. Saregama - Box Breakout + W Pattern
Both are positional basis and not momentum
a. SULA - Reversal
b. Saregama - Box Breakout + W Pattern
Niveyshak | निवेशक
05 Nov, 06:25
Freshara Agro Trades | Smart Money Data
https://x.com/DeepPocketsHQ/status/1852712237045088356
https://x.com/DeepPocketsHQ/status/1852712237045088356
Niveyshak | निवेशक
05 Nov, 06:23
Samhi Hotels | Smart Money Data
https://x.com/DeepPocketsHQ/status/1853428544979775786
https://x.com/DeepPocketsHQ/status/1853428544979775786
Niveyshak | निवेशक
05 Nov, 06:22
Hariom Pipes | Smart Money Data
✍️ Promoters bought shares of the company at 570/sh
✍️ Scrip is trading at 570/sh
https://x.com/DeepPocketsHQ/status/1853515666864713830
✍️ Promoters bought shares of the company at 570/sh
✍️ Scrip is trading at 570/sh
https://x.com/DeepPocketsHQ/status/1853515666864713830
Niveyshak | निवेशक
05 Nov, 06:11
Expect To Be Debt-Free In The Next 1-2 Quarters: APL Apollo Tubes | CNBC TV18
Watch the interview here - https://youtu.be/2GMl0d4jlfM
Watch the interview here - https://youtu.be/2GMl0d4jlfM
Niveyshak | निवेशक
05 Nov, 06:08
Death Penalty for any migrant that kills and American
Donald Trump Vows He'll Revive Alien Enemies Act During Final Campaign Rally | US Elections
Are our US resident friends and NRIs support him or Kamala Harris ?
Watch it here - https://youtu.be/PYUHVGfAP2I
Donald Trump Vows He'll Revive Alien Enemies Act During Final Campaign Rally | US Elections
Are our US resident friends and NRIs support him or Kamala Harris ?
Watch it here - https://youtu.be/PYUHVGfAP2I
Niveyshak | निवेशक
05 Nov, 06:05
Looking To Commission Semiconductor Facility By Q4FY26 Or Earlier: Kaynes Technology | CNBC TV18
Watch here - https://youtu.be/siLUuDzRAfQ
Watch here - https://youtu.be/siLUuDzRAfQ
Niveyshak | निवेशक
05 Nov, 05:54
Narayana Hrudayalaya | Management Interview
🏥 Domestic biz will drive growth as international business remains soft
🏥 Occupany was at 60%-65%
🎯 Margins expected around 23%-25%
🎯 ROCE could get diluted due to capex, but will move back to targeted 20%
Watch here - https://youtu.be/FyPD55fw2XE
🏥 Domestic biz will drive growth as international business remains soft
🏥 Occupany was at 60%-65%
🎯 Margins expected around 23%-25%
🎯 ROCE could get diluted due to capex, but will move back to targeted 20%
Watch here - https://youtu.be/FyPD55fw2XE
Niveyshak | निवेशक
05 Nov, 05:44
🏛️ Globus Bois
👉 Make some noise 💹
👉 3 years no ROI, kind a test of patience
👉 Make some noise 💹
👉 3 years no ROI, kind a test of patience
Niveyshak | निवेशक
05 Nov, 05:41
Expect Significant Ramp-Up In Growth In H2 & Improvement In Q3 & Q4 Margin: KEC International
Watch the interview here - https://youtu.be/RRis6yxmUAE
Watch the interview here - https://youtu.be/RRis6yxmUAE
Niveyshak | निवेशक
25 Oct, 18:04
EMS Companies Comparison
Rise of electronic manufacturing in India is opening up significant opportunities for major players in sector. With policy support, India is poised to become one of the fastest-growing markets for EMS providers.
Many of these companies are shifting beyond just contract manufacturing, now offering complete design services.
Source: Ishan
Rise of electronic manufacturing in India is opening up significant opportunities for major players in sector. With policy support, India is poised to become one of the fastest-growing markets for EMS providers.
Many of these companies are shifting beyond just contract manufacturing, now offering complete design services.
Source: Ishan
Niveyshak | निवेशक
25 Oct, 17:26
Cyclone Dana Makes Landfall: Heavy Rain, Strong Winds Lash Odisha & West Bengal | CNBC TV18
Watch here - https://youtu.be/L0pxHxYELBw
Watch here - https://youtu.be/L0pxHxYELBw
Niveyshak | निवेशक
25 Oct, 17:25
Cyclone Dana Makes Landfall In Odisha & West Bengal; NDRF & ODRF Teams Deployed In Odisha
Watch here - https://youtu.be/-mMz1T-3FlU
Watch here - https://youtu.be/-mMz1T-3FlU
Niveyshak | निवेशक
25 Oct, 17:23
Maintained Margin At Around 40% And H2 Will See Better Margin: Chalet Hotels | CNBC TV18
Watch the management interview here - https://youtu.be/P_FZY-k7VT4
Watch the management interview here - https://youtu.be/P_FZY-k7VT4
Niveyshak | निवेशक
25 Oct, 17:22
Shifting Of Routes In The Seaways Biz Increased Realisations: Transport Corp | CNBC TV18
Watch the Management Interview - https://youtu.be/st4mMfj1yjw
Watch the Management Interview - https://youtu.be/st4mMfj1yjw
Niveyshak | निवेशक
25 Oct, 17:20
Expect Quarterly Volume Growth Of 4-6%: Patanjali Foods | CNBC TV18
Watch the management interview - https://youtu.be/_rFfuskwlCQ
Watch the management interview - https://youtu.be/_rFfuskwlCQ
Niveyshak | निवेशक
25 Oct, 17:19
Birla Corporation's Q2 Volume Falls 5% YoY While Operating Profit Falls 39% | CNBC TV18
Watch the management interview - https://youtu.be/C2M_ADURess
Watch the management interview - https://youtu.be/C2M_ADURess
Niveyshak | निवेशक
25 Oct, 17:18
Will Continue To Maintain $400 Million Guidelines For US In Next Couple Of Years: Strides Pharma
Watch Management Interview - https://youtu.be/fiNDy5z1CLA
Watch Management Interview - https://youtu.be/fiNDy5z1CLA
Niveyshak | निवेशक
25 Oct, 17:13
Rural Recovery Is Offsetting Urban Stress, See Mild Stress Building In Urban Demand: Godrej Consumer
Watch the management interview - https://youtu.be/iN9jUu8F4gQ
Watch the management interview - https://youtu.be/iN9jUu8F4gQ
Niveyshak | निवेशक
25 Oct, 17:11
Stick To 13-15% Volume Growth & 2-4% Price Growth Guidance For The Year: Bikaji Foods | CNBC TV18
Watch Management interview here - https://youtu.be/rCaW6MfSgNY
Watch Management interview here - https://youtu.be/rCaW6MfSgNY
Niveyshak | निवेशक
25 Oct, 17:08
Few people posing as ED officers were conducting a fake ED search at Ashoka Avenue, DLF Farms, Chattarpur, Delhi. The fake ED officers have taken the victim to Kotak bank, Hauz Kauz to withdraw ₹5 crore from the bank account, says Directorate of Enforcement
Creativity at it's peak! 🤣 or should I say "Raising cash to buy the dips?" 😂🤣
Creativity at it's peak! 🤣 or should I say "Raising cash to buy the dips?" 😂🤣
Niveyshak | निवेशक
24 Oct, 17:25
JCHAC | Volatility
Stock has hit 20% UC in the past - Represents volatility of the stock!!
https://www.ndtvprofit.com/buzzing-stocks/markets-today-johnson-controls-hitachi-air-conditioning-india-share-price-locked-in-upper-circuit-as-q4-profit-beats-estimates
Stock has hit 20% UC in the past - Represents volatility of the stock!!
https://www.ndtvprofit.com/buzzing-stocks/markets-today-johnson-controls-hitachi-air-conditioning-india-share-price-locked-in-upper-circuit-as-q4-profit-beats-estimates
Niveyshak | निवेशक
24 Oct, 15:57
Members sitting ducks and idle!!
Setup has come, FNO Stock
Public mai baant de ?
From the Darvas Club
EDIT: Setup is ready, will be shared by 9 AM IST. Flood the gates with reactions
Setup has come, FNO Stock
Public mai baant de ?
From the Darvas Club
EDIT: Setup is ready, will be shared by 9 AM IST. Flood the gates with reactions
Niveyshak | निवेशक
24 Oct, 14:04
KPIT's FY26 Guidance
There are market concerns about KPIT's performance in FY26, but recent commentary from the company's management, including a note from the latest conference call and a morning interview with CNBC TV18, sheds light on their perspective.
While KPIT hasn't provided specific guidance for FY26 revenue growth yet—they typically do so at the end of the fiscal year—the management expressed confidence in their future prospects. They highlighted a strong sales pipeline and ongoing, meaningful conversations with clients, expecting growth to stem both from their top 25 clients and new customers.
Management is confident that they can potentially double their revenue from the current client base and their targeted sectors. They also downplayed the current project delays and shifts in client priorities, expecting these issues to last only a couple of quarters. They emphasized that their clients won't be able to afford extended delays.
A rebound in the commercial vehicle segment is anticipated in 2026, with higher vehicle sales leading to increased OEM production volumes, which should benefit KPIT.
Despite some short-term uncertainties, KPIT remains positive about its long-term growth, particularly in FY26, driven by a solid client pipeline, robust relationships, and efforts toward cost reduction.
There are market concerns about KPIT's performance in FY26, but recent commentary from the company's management, including a note from the latest conference call and a morning interview with CNBC TV18, sheds light on their perspective.
While KPIT hasn't provided specific guidance for FY26 revenue growth yet—they typically do so at the end of the fiscal year—the management expressed confidence in their future prospects. They highlighted a strong sales pipeline and ongoing, meaningful conversations with clients, expecting growth to stem both from their top 25 clients and new customers.
Management is confident that they can potentially double their revenue from the current client base and their targeted sectors. They also downplayed the current project delays and shifts in client priorities, expecting these issues to last only a couple of quarters. They emphasized that their clients won't be able to afford extended delays.
A rebound in the commercial vehicle segment is anticipated in 2026, with higher vehicle sales leading to increased OEM production volumes, which should benefit KPIT.
Despite some short-term uncertainties, KPIT remains positive about its long-term growth, particularly in FY26, driven by a solid client pipeline, robust relationships, and efforts toward cost reduction.
Niveyshak | निवेशक
24 Oct, 13:58
It Will End The Year At The Lower End Of Its 18-22% Guidance Band: KPIT Tech | CNBC TV18
Watch the management interview - https://youtu.be/NJwCIPzXBxc
Watch the management interview - https://youtu.be/NJwCIPzXBxc
Niveyshak | निवेशक
24 Oct, 13:56
Continue To Guide For 12-15% Revenue Growth For FY25; Expect Good Recovery In H2: Metro Brands
Watch the management interview - https://youtu.be/M9Bau9r4CW0
Watch the management interview - https://youtu.be/M9Bau9r4CW0
Niveyshak | निवेशक
24 Oct, 13:54
Will Be Looking At Some Inorganic Growth Opportunities In The Southern Market: Dr Lal PathLabs
Watch the management interview here - https://youtu.be/pCCpfJ6oiuU
Watch the management interview here - https://youtu.be/pCCpfJ6oiuU
Niveyshak | निवेशक
24 Oct, 13:53
Never Compromised Asset Quality For Growth: AU Small Finance Bank | CNBC TV18
Watch Management Interview here - https://youtu.be/HjhbmEqQwlM
Watch Management Interview here - https://youtu.be/HjhbmEqQwlM
Niveyshak | निवेशक
24 Oct, 13:52
We Will Maintain Long-term Growth Guidance Of 20-25%: MAS Financial Services | CNBC TV18
Watch management interview here - https://youtu.be/Rddpfs0cfXw
Watch management interview here - https://youtu.be/Rddpfs0cfXw
Niveyshak | निवेशक
24 Oct, 13:51
In The Process Of Applying For Small Finance Bank Licence: Fino Payments | CNBC TV18
Watch management interview here - https://youtu.be/ipoLHvHTZL8
Watch management interview here - https://youtu.be/ipoLHvHTZL8
Niveyshak | निवेशक
24 Oct, 13:50
AU Bank Reports Strong Operational Q2 Earnings; Net Interest Margin Rises Amid Increased Slippages
Watch here - https://youtu.be/mz6K6UAegsg
Watch here - https://youtu.be/mz6K6UAegsg
Niveyshak | निवेशक
24 Oct, 13:48
IIFL Fin Falls Nearly 7% In Trade; Strongly Back In Gold Loan Biz After RBI Lifted Restriction: IIFL
Watch here - https://youtu.be/LSgkedITH5w
Watch here - https://youtu.be/LSgkedITH5w
Niveyshak | निवेशक
22 Oct, 14:36
EPACK will set up new production lines for Hisense’s products, including air conditioners, washing machines, and refrigerators.
The goal of this alliance is for Hisense to become one of the top 5 brands in the Indian market within five years, while also exploring exports to global markets.
EPACK will invest in advanced technology and eco-friendly processes to meet Hisense's standards. This partnership is expected to bring around $1 billion in revenue for EPACK over the next five years.
Watch here - https://youtu.be/9T92-4BgqXg
The goal of this alliance is for Hisense to become one of the top 5 brands in the Indian market within five years, while also exploring exports to global markets.
EPACK will invest in advanced technology and eco-friendly processes to meet Hisense's standards. This partnership is expected to bring around $1 billion in revenue for EPACK over the next five years.
Watch here - https://youtu.be/9T92-4BgqXg
Niveyshak | निवेशक
22 Oct, 14:34
EPACK & HISENSE India Deal
EPACK Durable Limited, a major contract manufacturer in India, has entered into a partnership with
Hisense India to produce air conditioners and home appliances in India.
Hisense is a global leader in home electronics and aims to enhance its manufacturing capabilities in India as part of the "Make in India" initiative.
EPACK will set up new production lines for Hisense’s products, including air conditioners, washing machines, and refrigerators.
Key Points:
a. Hisense is using EPACK's facilities to expand its product reach in India and abroad.
b. EPACK will establish a new factory in Andhra Pradesh, with production starting by June 2025.
c. Both companies focus on sustainable practices in manufacturing.
EPACK Durable Limited, a major contract manufacturer in India, has entered into a partnership with
Hisense India to produce air conditioners and home appliances in India.
Hisense is a global leader in home electronics and aims to enhance its manufacturing capabilities in India as part of the "Make in India" initiative.
EPACK will set up new production lines for Hisense’s products, including air conditioners, washing machines, and refrigerators.
Key Points:
a. Hisense is using EPACK's facilities to expand its product reach in India and abroad.
b. EPACK will establish a new factory in Andhra Pradesh, with production starting by June 2025.
c. Both companies focus on sustainable practices in manufacturing.
Niveyshak | निवेशक
22 Oct, 14:30
Hyundai Motor India Makes Muted Debut, Lists At A Discount Of About 1% Over Its IPO Price Of ₹1,960
Watch here - https://youtu.be/4wFZVCrnmZI
Watch here - https://youtu.be/4wFZVCrnmZI
Niveyshak | निवेशक
22 Oct, 14:30
Supreme Ind Cuts Its Volume Growth Guidance To 16-18% For FY25; Expect H2FY25 To Be Better Than H1
Watch here - https://youtu.be/a_DFF06vCJ8
Watch here - https://youtu.be/a_DFF06vCJ8
Niveyshak | निवेशक
20 Oct, 15:19
Are you applying Waaree Energies IPO ?
https://x.com/niveyshak/status/1848016989782213035
https://x.com/niveyshak/status/1848016989782213035
Niveyshak | निवेशक
20 Oct, 13:19
Effect of FII selling on Indian Market before and Now
Source: Mr. Kadam
Source: Mr. Kadam
Niveyshak | निवेशक
20 Oct, 12:36
Leading listed players in the industry
Watch the full video here - https://youtu.be/0TcxMSRPMSY
Watch in 1.25x speed
#SHK was 🎁 💫
Watch the full video here - https://youtu.be/0TcxMSRPMSY
Watch in 1.25x speed
#SHK was 🎁 💫
Niveyshak | निवेशक
20 Oct, 11:59
Success and Failure: Lecture by Parag Parikh | From the Archives
https://youtu.be/oj7l_0Moxs8
https://youtu.be/oj7l_0Moxs8
Niveyshak | निवेशक
20 Oct, 11:58
Understanding Stock Market | Re-sharing again
https://youtu.be/Fk1INY4gNk0
https://youtu.be/Fk1INY4gNk0
Niveyshak | निवेशक
20 Oct, 11:55
Interview of Late Shri Parag Parikh ji. Explaining some of the complex topics of behavioural finance in a very simple language.
This interview is there on Parag Parikh Mutual Fund YouTube channel since 2011.
Personal Finance Psychology of Investors - Money Plant Interview https://youtu.be/fsqGHfgU6_Q
This interview is there on Parag Parikh Mutual Fund YouTube channel since 2011.
Personal Finance Psychology of Investors - Money Plant Interview https://youtu.be/fsqGHfgU6_Q
Niveyshak | निवेशक
20 Oct, 11:52
Best time to buy a stock?
The Great Mr. Parag Parikh answers 👆
You can watch that in this video - https://youtu.be/0iXXRoE9mpQ
The Great Mr. Parag Parikh answers 👆
You can watch that in this video - https://youtu.be/0iXXRoE9mpQ
Niveyshak | निवेशक
20 Oct, 11:45
Monarch Networth Initiates Coverage on Ritco Logistics with 96% UPSIDE - With massive growth potential, levers for margin and ROE/ROCE expansion over FY25-27E, Ritco is poised for a re-rating
Shared here at 238
Shared here at 238
Niveyshak | निवेशक
20 Oct, 11:37
Motilal Oswal sees 25% UPSIDE in Vinati Organics- Operational synergies to further solidify leadership position
Source: Sekhar da
Source: Sekhar da
Niveyshak | निवेशक
20 Oct, 09:05
India is poised for substantial expansion in data centers to meet rising user needs.
While India has lower internet penetration (63%) and significantly less data center capacity (877 MW) compared to the USA (15,930 MW) and the EU (8,300 MW), its mobile data consumption (26 EB/month) matches China.
While India has lower internet penetration (63%) and significantly less data center capacity (877 MW) compared to the USA (15,930 MW) and the EU (8,300 MW), its mobile data consumption (26 EB/month) matches China.
Niveyshak | निवेशक
20 Oct, 08:03
NetWeb Technologies
#Netweb
Solid #Q2FY25
Record quarter
Highest ever Q2
Q2FY25:
Rev at 253cr⏫71%
EBITDA at 38cr⏫70%
OPM at 14.9%
PAT at 26cr⏫70%
Net cash of 67cr
Orderbook at 370cr vs 217cr
Income from AI systems⏫229% in Q2
Now forms almost 15% of revenue
H1FY25:
Rev⏫95% at 406cr
EBITDA ⏫97% at 62cr
PAT ⏫103% at 41cr
Pipeline of 3703cr
L1 for 332cr
Orderbook of 370cr
Source: Shreenidhi
#Netweb
Solid #Q2FY25
Record quarter
Highest ever Q2
Q2FY25:
Rev at 253cr⏫71%
EBITDA at 38cr⏫70%
OPM at 14.9%
PAT at 26cr⏫70%
Net cash of 67cr
Orderbook at 370cr vs 217cr
Income from AI systems⏫229% in Q2
Now forms almost 15% of revenue
H1FY25:
Rev⏫95% at 406cr
EBITDA ⏫97% at 62cr
PAT ⏫103% at 41cr
Pipeline of 3703cr
L1 for 332cr
Orderbook of 370cr
Source: Shreenidhi
Niveyshak | निवेशक
20 Oct, 07:53
🏛️ PC Jewellers | Financial Results
*Stay away such companies
Much Better options according to him:
a. P N Gadgil Jewellers
b. Senco Gold
c. Skygold
SME
a. Utssav CZ Gold Jewels
*Stay away such companies
Much Better options according to him:
a. P N Gadgil Jewellers
b. Senco Gold
c. Skygold
SME
a. Utssav CZ Gold Jewels
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