
Smart Investor
@nimxor1
I am not sebi registered. None of the recommendation is financial advice in any way. You are trading at your own risk Profession: Software Engineer
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"We Missed the Bus" – A Hard Look at Valuations, Mindset, and Timex India Yesterday, someone said this to me: “The stock has already moved. Your post came when it was at 280, now it’s 400+. And PE is insanely high. It’s too expensive now. We missed the bus.” This wasn’t the…
Superb numbers from cryogenic 👏
Cryogenic OGS - #CryogenicOGS ( Self note ) M Cap :172 cr FY25 PAT -Top notch clients ( Honeywell,ABB,PSUs) -Margin expansion ( Backward integration) -scalable business model -High entry barriers (Tech & certifications) -Quasi monopoly (scarcity premium) -Debt Free



BESS sector in focus ⚡ After Ola Electric announced its entry into Battery Energy Storage Systems🔋. Pace Digitek already running a 2.5 GWh facility & plans to expand to 5 GWh. #BESS #OlaElectric #pacedigitek

Pace Digitek entered at ₹215. In FY25, only ~5% revenue came from energy solutions, expected to rise to 20% this year per management. With ₹2400cr+ BESS orders in hand, successful execution & new wins could trigger a strong re-rating. ⚡️📈 #PaceDigitek #BESS #StocksToWatch

Good #Q2FY26-15/10/25 post 6pm MRPL Ltd Mangalore Refineries and Petrochemicals Ltd #MRPL Good Q2FY26 Turnaround quarter Rev down, sharp margin expansion QoQ and YoY PBT at 963cr vs -1063cr, Q1 at -402cr PAT at 627cr vs -697cr, Q1 at -270cr Big jump in profitability OCF at…
Emerald Finance Ltd Q2 FY26 Results 👉Revenue from operations: ₹690.3 lakh (vs ₹500.3 lakh YoY) 👉PAT: ₹360.3 lakh (vs ₹205.3 lakh YoY) 👉EPS: ₹1.04 (vs ₹0.63 YoY) 👉H1 FY26 PAT: ₹679.4 lakh (vs ₹376.3 lakh YoY) #EmeraldFinance #Q2FY26 #Results

𝗦𝘁𝗮𝗹𝗹𝗶𝗼𝗻 𝗜𝗻𝗱𝗶𝗮 Q2 Investor Presentation Is Out 🔥 Lets decode Semiconductor Multibagger : ) A Mega [ Thread ] 🧵 👇
![Chart_Wallah108's tweet image. 𝗦𝘁𝗮𝗹𝗹𝗶𝗼𝗻 𝗜𝗻𝗱𝗶𝗮
Q2 Investor Presentation Is Out 🔥
Lets decode Semiconductor Multibagger : )
A Mega [ Thread ] 🧵 👇](https://pbs.twimg.com/media/G3O6XfuWgAEX6rL.jpg)
🚀 Stallion India Fluorochemicals Q2FY26 Concall Notes #stallionfluoro #stallion ✅ Guidance: - Expecting to grow 30- 35% CAGR for next 3 years supported by backward & forward integration - Already achieved 50% of Rs 430 Cr revenue guidance for FY26 - Operating margins…

Very Strong results by Stallion India! #Stallion H1'26 Vs H1'25- Revenue : 216 Cr vs 141 Cr PAT : 21.5 Cr vs 9.3 Cr (+ 131%) PAT Margin : 10% vs 6.5% You can follow the quoted tweet for more information about company. Disclaimer: Have positions since Rs 78-80.

Stallion India - Might be useful to be aware of these points

Yash High - Short Concall Notes ------------------------------------ 1) Huge entry barrier to become Transformer Bushings. 2) Demand of Bushings gonna stay for the next 6-7 Years. 3) Focus would be more on Exports. Going ahead thinking to have a set up outside of India. 4)…
Yash High Voltage - Concall, Tomorrow (15 Oct - 11 AM) Link - Please get it from Screener.in Story ------- 1) Power sector in demand 2) Its high voltage Bushings are in demand globally 3) Players are less in comparison to Demand. 4) Expansions are in Progress…
🔥 #AELEA COMMODITIES RESULTS. H1 FY26 SME RESULTS. Rs.219 was at 383p/e. Now 103x 🔥Piping hot cashew delivered after the burned out H2Fy25! 174Cr rev in H1 against Rs.183 Cr annual income reported in Fy25! And Hot 8.7Cr PAT against Rs.1.15Cr PAT in Fy25!.🔥 Company had…

#swarajsuiting Approx 235% increase in export along with huge capex of 4x (270cr already completed in march, see fixed assets) This quarter (Jul–Sep 2025) Jul-25: $427,074.63 Aug-25: $268,768.02 Sep-25: $233,171.51 Quarter total: $929,014.16 YOY FY25 Vs YOY FY24 July:…



Added good qty of Swaraj suiting @ 170 1. Good sector 2. Very huge capex already completed ( fixed assets moved from 77cr to 262cr ) 3. It is a consistent performer 4. Expecting PAT of around 22cr which is 2.5x of FY24 H1 as per my calculations with the new capex 22 cr is…


Added good qty of Swaraj suiting @ 170 1. Good sector 2. Very huge capex already completed ( fixed assets moved from 77cr to 262cr ) 3. It is a consistent performer 4. Expecting PAT of around 22cr which is 2.5x of FY24 H1 as per my calculations with the new capex 22 cr is…


Niveshay Entry into Indofarm Company in Very good sector Posting good results and sales are growing as its distributor network is increasing India2 consumption story let's see how things unfold

Rama Phosphates Ltd Expands with Greenfield Project & Reports Strong Q2 FY2026 Results 📈 | MCap 558.13 Cr - Revenue from Operations: ₹24,565.73 lakhs (Q2 FY2026) vs. ₹19,031.35 lakhs (previous quarter). - Profit before tax: ₹2,289.62 lakhs, up from ₹2,146.32 lakhs QoQ. -…




Management Commentary – Stallion India Fluorochemicals Ltd. Mr. Shazad Rustomji, Managing Director & CEO, commented: > “Stallion India Fluorochemicals delivered a strong performance in Q2 and H1 FY25-26, achieving significant growth in both revenue and profitability. 💪 💰…



Stallion India Fluorochemicals Ltd. Strong show in Q2FY26 with visible margin gains YoY and steady improvement QoQ. Despite Q2 being the seasonally weakest quarter, performance remains impressive 👇 👉Revenue: ₹105.6 Cr vs ₹67.8 Cr YoY (₹110.5 Cr in Q1) 👉PBT: ₹15.2 Cr vs…

Tomorrow concall #stallion
Stallion - All over X 1) Great results in a weaker quarter. 2) Q3 and Q4 are much better quarters (as per Promoter). 3) Huge expansions lined up. Q4 will see the additions in revenues from expansion. 4) Lower base. Baaki, I leave it to Promoter, and Market to decide it's…
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