Genus Power | Q4 FY ‘25 Earnings Information

A Thread 🧵 For such concall insights, you can join us here

• Technical Analysis
• Smart Money Data
• Institutional Brokerage Reports
• Fundamental Analysis

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Companies Reducing Pledge

A Mega Thread 🧵 Our Telegram Channel 👇

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🏆 First Ever Investor Presentation on PN Gadgil Jewellers | February 2025 🔥
#PNGADGIL

A Thread 🧵 P N Gadgil Jewellers | IPO Interview + KYC

Issue Date: 10th Sept - 12th Sept 2024
Listing Date: 17th September 2024
Price Band: ₹456 to ₹480 per share
Issue Size: ₹1,100 Crore (₹850 Cr Fresh Issue)
Market Cap: ₹6,514 Cr (during listing)

1st Ever PPT from DAM Capital - Investor Presentation (Q3FY25 and 9MFY25)
#DAMCAPITAL #DAMCL

A thread 🧵 Performance Snapshot

Total Income: ₹214 Cr (+120% YoY) 🔥
PAT: ₹95 Cr (+154% YoY) 🔥
RoE: 60.9% 🚀
Transactions: 17 deals raised ₹20,000 Cr
Net Cash: ₹238 Cr (Dec 31, 2024)

TRIL | Management Guidance

✍️ Margins will stay about 15% PAT. The ramp up has already started in the revenue as we will be closing with a INR 2000 cr topline in this financial year!

✍️ Company has received two orders:

- 420 kV 3-phase reactor with synthetic organic insulating fluid from Power Grid
- Electrical Arc Furnace for 175 MVA from Arcelor Mittal

✍️ With INR 18,000 cr order in pipeline, management believes to execute at least 25-30% order strike rate ratio!

✍️ Company is also targeting to be Fully 100% backward integrated by Q1 FY26

Watch management interview here - youtu.be/mset6DBFdbk
TRIL was trading at 174 then back then

https://x.com/niveyshak/status/1723330421440524479

India’s “PANCHAMRIT” To Achieve Net Zero by 2070

List of companies working for this mission

A Thread 🧵 Modi's Speech COP 2026 | Why is it ‘Panchamrit’

First: India will take its non-fossil energy capacity to 500 GW by 2030.

Second: India will meet 50 percent of its energy requirements from renewable energy by 2030.

Third: India will reduce the total projected carbon emissions by one billion tonnes from now till 2030.

Fourth: By 2030, India will reduce the carbon intensity of its economy by more than 45 percent.

Fifth: by the year 2070, India will achieve the target of Net Zero.

1st Ever PPT from Afcom Holdings - Investor Presentation (Q2 & H1 FY25)
#AFCOM

A thread 🧵 Stellar H1 FY25 Results + PNL Statement 🚀

✍️ Revenue grew 26% YoY to ₹9,019 Lakh.
✍️ EBITDA surged 65% YoY to ₹2,749 Lakh.
✍️ PAT climbed 55% YoY to ₹1,886 Lakh.
✍️ Margins expanded: EBITDA at 30.5%, PAT at 20.9%.

✍️ Total income: ₹9,019 Lakh (+26.5%).
✍️ EBITDA growth: +64.9%.
✍️ PAT growth: +54.6%.

Strong cost control & revenue growth led to profitability.

Promoters are Buying There Companies Since Past Weeks

A Thread 🧵 NRB Bearings

a. Buying curve has gone up
b. Total acquisitions this year is 24.95 cr !
c. Total Selling this year is 4.91 cr

Net Buying: 20cr

Companies with Vision 2027

A Thread 🧵 J Kumar Infra

All listed companies working on "Green Hydrogen"

A Thread 🧵 What is Green Hydrogen?

Green hydrogen is hydrogen gas produced through a process called electrolysis, which uses electricity from renewable energy sources like wind, solar, or hydropower to split water into hydrogen and oxygen.

This method is environmentally friendly as it generates hydrogen without emitting greenhouse gases, unlike traditional methods that rely on fossil fuels.

Battery energy storage system or 'BESS' Companies

A thread 🧵 Gensol Engineering

Companies working on on TCAS (Train Collision Avoidance) under Kavach

A thread 🧵 KEC International

Solar EPC Companies

A Thread 🧵 Captain Polyplast

💯Folks panicking with their investments in Railway Theme stocks 🏆

Why I believe the trend will continue for these stocks mentioned below 🚀

All view points are based on investing mindset, not for traders 👍

Let me share something on data sidepoint📊, a small thread 🧵 Bharat Heavy Electricals
LTP: 210
👉Last 6 months ROI: 114%
👉Last YTD ROI: 6% only
👉Last 2 years ROI: 196% only 👍
👉Last 5 years ROI: 81% only

POV: Not expecting massive downside 🏆💯

Note: Now if quarterly results come poor, PE can expand and stock will take a hit, alternatively if company good results stock wally will continue without dips

Monarch Networth Capital
LTP: 527

⭐️ROCE > 30%
⭐️ROIC > 25%
⭐️ROE > 22%
⭐️PE: 18 and Debt to Equity < 1
⭐️OPM for last 5 years > 37%

Risks
a. But PEG Ratio > 1 and ROE for last 5 years is -8%
b. Promoter stake down, public stake up

Company is into broking business within BFSI - Equity, Commodity & Currency markets, Distribution of Initial Public Offer (IPO), FPO & QIP products, Distribution of Mutual Fund products, Bonds, FDs, and NPS

What are your thoughts?


Aggressive Purchase from promoters and non-promoters

How to Create Wealth from Stocks without getting lucky💰📈

A thread 🧵 Visit "insider trades" of NSE and "Trendlyne Insider Trades" everyday and check for promoter buying, if required use date range from past years also to track past purchases if any.

Bro Tip: Bookmark these pages

IRCTC - This Monster midcap which will be our new year gift for our investing community🚄🚅

NSE: IRCTC | BSE: IRCTC
LTP: 720 | DD from ATH: 43%

🔆This midcap scrip up by 15% already
🔆FII stake up 7x and DII stake up by 5x since 2020
🔆Flat to negative ROI in last two years as per data, this midcap has been sleeping
🔆Position sizing will make a difference
🔆PE against EPS nicely placed, Target PE > 300+

Note:
👉Had held this scrip from 310 from IPO, loaded up more during OFS and exited at 3200.
👉Stock did another 2X after that in blowout phase
👉The last leg rally, gave me 10X with poor position sizing💔

https://twitter.com/niveyshak/status/1662802250467627014

👉Financials have improved further
👉Maintained margins

2023 Diwali Picks from Renowned Brokerage Houses.

A Thread 🧵👇

Source @LearningEleven

#Samvat2080 #Diwalipicks2023 #StockMarketindia #StocksToBuy Sharekhan - Diwali Picks 2023 | Samvat 2080

AMI ORGANICS
LTP: 1227 | TF: Monthly

- Price range bound for 2+ yrs now, post BO did a retest.
- Flat to -ve ROI in the scrip <1%
- DII and FII added, retail and promoters reduced!
- Smart money subscription way high but investors are ignoring it.

#AMIORGANICS https://t.co/YYm4JQYXFn

https://twitter.com/niveyshak/status/1565726758631903232

Attaching update from @Nigel__DSouza

https://twitter.com/Nigel__DSouza/status/1650711906657894402?s=20

The company I am talking about is "RattanIndia Enterprises" quite a familiar name in investing community.

Associations and Investments
- Cocoblu
- Revolt
- BankSe
- NeoSky
- Throttle Aerospace Systems (TAS)
- Matternet

https://twitter.com/niveyshak/status/1631752499765059584

Cocoblu Retail Ltd., a wholly owned subsidiary of RattanIndia Enterprises Limited, is one of the largest online sellers in India across multiple product categories and committed to scaling up brands and helping them reach their true potential through digital channels.

#GRINFRA Investor PPT

- Q3 - FY 23 Highlights
- Nine Months Total income in FY 22 > 57504M and 62787M in FY23
- EBIDTA > 15% and 16% for FY 22 and FY23 respectively
- Improvement in Debt to Equity Ratio & Net Debt to Equity Ratio in last 6 months till Dec - PnL
- Debt Breakup
- Development during the Year – Execution of Concession/ Share Purchase Agreements & Financial Closures
- Annuities received since FY 21 till FY 23