RAMGORAI5's profile picture. Equity Research | Stock Market Insights | 10+ Yrs in SM | Not SEBI Registered | Edu & Learning Only | No Trade Recos | Views Personal | Investor & Swing trader

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@RAMGORAI5

Equity Research | Stock Market Insights | 10+ Yrs in SM | Not SEBI Registered | Edu & Learning Only | No Trade Recos | Views Personal | Investor & Swing trader

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📢 Join my FREE Telegram Channel for exclusive contents which is not shared on X . 🚫No Buy/Sell Recommendations, but important research reports & valuation insights which give you real edge. 🔎 Deep dives into the stocks we track We break down

RAMGORAI5's tweet image. 📢 Join my FREE Telegram Channel for exclusive contents which is not shared on X .
🚫No Buy/Sell Recommendations, but important research reports & valuation insights which give you real edge.

🔎 Deep dives into the stocks we track

We break down

Transrail Lighting – Q2FY26 Result Analysis & Investor Presentation Highlights Sustained Growth | Record Orderbook | Capex Execution On Track 1️⃣ Headline Numbers – Broad Based Growth ▪️Revenue: ₹1,561 Cr ⬆️ +43% YoY ▪️EBITDA: ₹186 Cr ⬆️ +34% YoY ▪️EBITDA Margin: 11.9% (vs

RAMGORAI5's tweet image. Transrail Lighting – Q2FY26 Result Analysis & Investor Presentation Highlights

Sustained Growth | Record Orderbook | Capex Execution On Track

1️⃣  Headline Numbers – Broad Based Growth
▪️Revenue: ₹1,561 Cr ⬆️ +43% YoY
▪️EBITDA: ₹186 Cr ⬆️ +34% YoY
  ▪️EBITDA Margin: 11.9% (vs
RAMGORAI5's tweet image. Transrail Lighting – Q2FY26 Result Analysis & Investor Presentation Highlights

Sustained Growth | Record Orderbook | Capex Execution On Track

1️⃣  Headline Numbers – Broad Based Growth
▪️Revenue: ₹1,561 Cr ⬆️ +43% YoY
▪️EBITDA: ₹186 Cr ⬆️ +34% YoY
  ▪️EBITDA Margin: 11.9% (vs
RAMGORAI5's tweet image. Transrail Lighting – Q2FY26 Result Analysis & Investor Presentation Highlights

Sustained Growth | Record Orderbook | Capex Execution On Track

1️⃣  Headline Numbers – Broad Based Growth
▪️Revenue: ₹1,561 Cr ⬆️ +43% YoY
▪️EBITDA: ₹186 Cr ⬆️ +34% YoY
  ▪️EBITDA Margin: 11.9% (vs
RAMGORAI5's tweet image. Transrail Lighting – Q2FY26 Result Analysis & Investor Presentation Highlights

Sustained Growth | Record Orderbook | Capex Execution On Track

1️⃣  Headline Numbers – Broad Based Growth
▪️Revenue: ₹1,561 Cr ⬆️ +43% YoY
▪️EBITDA: ₹186 Cr ⬆️ +34% YoY
  ▪️EBITDA Margin: 11.9% (vs

CCL Products (Continental Coffee) at an Inflection Point: Brand Equity, Balance Sheet & the FMCG Curve - From Global Coffee Processor → Branded FMCG Compounder - The Structural Rerating is Brewing 1️⃣ The Volume Profit Flywheel in Action ▪️Q2 FY26 revenue: ₹1,128 Cr ⬆️ +52.7%

RAMGORAI5's tweet image. CCL Products (Continental Coffee) at an Inflection Point: Brand Equity, Balance Sheet & the FMCG Curve

- From Global Coffee Processor → Branded FMCG Compounder 
- The Structural Rerating is Brewing

1️⃣ The Volume Profit Flywheel in Action
▪️Q2 FY26 revenue: ₹1,128 Cr ⬆️ +52.7%

ACME Solar – Capacity Roadmap to 2030 - From IPP → Integrated Renewable Powerhouse ✦ Operational Portfolio: 2,918 MW (~4 GWp) ▪️Run-rate Annual Project EBITDA: ₹2,025–2,075 Cr ▪️Pre-tax ROCE: ~14.5% ✦ Near Commissioning: 72 MW + ~1 GWh BESS ✦ Under Construction:

RAMGORAI5's tweet image. ACME Solar – Capacity Roadmap to 2030 

- From IPP → Integrated Renewable Powerhouse

✦  Operational Portfolio: 2,918 MW (~4 GWp)
 ▪️Run-rate Annual Project EBITDA: ₹2,025–2,075 Cr
 ▪️Pre-tax ROCE: ~14.5%

✦  Near Commissioning: 72 MW + ~1 GWh BESS
✦  Under Construction:

The Ripple Effect in Motion | PEB Sector Heating Up - When one leader delivers a breakout quarter, the entire sector catches fire, valuation rerating spreads like a chain reaction. ✦ Interarch +19% ✦ M&B Engineering +14.5% ✦ Pennar Industries +5.9% ✦ EPACK Prefab

RAMGORAI5's tweet image. The Ripple Effect in Motion  | PEB Sector Heating Up

- When one leader delivers a breakout quarter, the entire sector catches fire, valuation rerating spreads like a chain reaction.

✦  Interarch +19% 
✦  M&B Engineering  +14.5%
✦  Pennar Industries  +5.9% 
✦  EPACK Prefab

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