Gensol Engineering soared on the back of EV & solar ambitions, but its story has taken a dark turn. From aggressive expansion to liquidity stress, governance issues, and stock manipulation allegations—investors are learning the hard way.
This post breaks down what went wrong and the key lessons for investors. Keep following the thread!
Rise & reality
✅ 6x revenue growth in two years (₹160 cr in FY22 to ₹963 cr in FY24)!
✅ EV leasing business expanded to 8,300+ vehicles
✅ Claimed solar EPC order book of ₹7,000 cr
✅ 12x share price growth between Mar’22 and Feb’24
⚠️ But what’s behind this growth?
❌ Total debt surged from Rs 82 crore to Rs 1,397 crore in 2 years
❌ Liquidity stress & corporate governance issues
❌ ICRA downgraded it to ‘D’ on March 4, 2025.
If an index’s current P/E is higher than its median P/E,
the index might be dangerously overvalued.
Nov 21, 2023 • 12 tweets • 3 min read
Should you subscribe to 𝗧𝗮𝘁𝗮 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀’ 𝗜𝗣𝗢?
A thread🧵⬇️ 1/ About the company
Tata Technologies is a leading global engineering services provider. It has two revenue verticals:
▪️ Services (80% of FY23 revenue): Outsourced engineering and digital transformation services.
May 29, 2023 • 7 tweets • 4 min read
The markets are doing well since the last few days.
Here are some stock market memes to add to the cheer.
A thread🧵⬇️
1/ The chances of recession in India are low. That’s why FIIs are pouring money into Indian stock markets.
Welcome back FIIs, have a long stay. twitter.com/i/web/status/1…2/ We are sure many people are feeling powerful these days. After all, the markets are up.
May 29, 2023 • 8 tweets • 3 min read
Is the sensex currently overvalued? 📈
You can use the following metrics to find out.
A thread🧵⬇️
1/ Sensex is the benchmark index of the Bombay Stock Exchange (BSE).
Here’s how the Sensex has fared in the past decade.
To assess the index’s valuation, you can look at the following metrics⬇️
Apr 27, 2023 • 13 tweets • 4 min read
Key metric to measure bank stocks.
A thread 🧵⬇️
1/
As an investor, you want to pick the most profitable bank to invest in.
Net Interest Margin helps you assess the profitability of a bank.
Apr 20, 2023 • 8 tweets • 3 min read
How do banks make money?
A thread🧵⬇️
1/
Banks pay interest on money that depositors keep with them and charge interest on loans given to borrowers.
The difference is theirs to keep.
