nimxor1's profile picture. 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

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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Free telegram link ⬇️ t.me/nimxor


Added Emerald Finance at 79 No brainer at these levels #EmeraldFinance #emerald

nimxor1's tweet image. Added Emerald Finance at 79

No brainer at these levels

#EmeraldFinance #emerald

Smart Investor reposted

"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…


Smart Investor reposted

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

amurfalcon1's tweet image. 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
amurfalcon1's tweet image. 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
amurfalcon1's tweet image. 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


Smart Investor reposted

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

uzairweb's tweet image. 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

uzairweb's tweet image. 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


Smart Investor reposted

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…


Smart Investor reposted

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

ManojSh52935210's tweet image. 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

Smart Investor reposted

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 ] 🧵 👇

Smart Investor reposted

🚀 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…

AlphaWealth000's tweet image. 🚀 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.

AlphaWealth000's tweet image. 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.


Smart Investor reposted

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

Tijori1's tweet image. Stallion India - Might be useful to be aware of these points

Smart Investor reposted

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…



Smart Investor reposted

🔥 #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…

RajStockWatch's tweet image. 🔥 #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:…

nimxor1's tweet image. #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:…
nimxor1's tweet image. #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:…
nimxor1's tweet image. #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…

nimxor1's tweet image. 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…
nimxor1's tweet image. 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…

nimxor1's tweet image. 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…
nimxor1's tweet image. 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…

Smart Investor reposted

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

drnstocks's tweet image. 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

Smart Investor reposted

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. -…

_Investor_Feed_'s tweet image. 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.
-…
_Investor_Feed_'s tweet image. 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.
-…
_Investor_Feed_'s tweet image. 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.
-…
_Investor_Feed_'s tweet image. 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.
-…

Smart Investor reposted

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. 💪 💰…

ManojSh52935210's tweet image. 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. 💪

💰…
ManojSh52935210's tweet image. 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. 💪

💰…
ManojSh52935210's tweet image. 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…

ManojSh52935210's tweet image. 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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