svnraju7's profile picture. I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.

Venkat

@svnraju7

I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.

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𝟭𝟬𝟬+ 𝗗𝗶𝘄𝗮𝗹𝗶 𝗣𝗶𝗰𝗸𝘀 🪔 Diwali Picks of top 20 brokerage houses 🔥 Save it for later 🔖 A Mega [ Thread ] 🧵

Chart_Wallah108's tweet image. 𝟭𝟬𝟬+ 𝗗𝗶𝘄𝗮𝗹𝗶 𝗣𝗶𝗰𝗸𝘀 🪔 

Diwali Picks of top 20 brokerage houses 🔥

Save it for later 🔖

A Mega [ Thread ] 🧵

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Acutaas (AMI) ♥️ D: Own, Advised & Biased since many years


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#Eternal Zomato revenue beats estimates. #Q2WithNDTVProfit Read here: tinyurl.com/ye26jfs9

NDTVProfitIndia's tweet image. #Eternal Zomato revenue beats estimates. #Q2WithNDTVProfit

Read here: tinyurl.com/ye26jfs9

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Portfolio of Capitalmind Flexi Cap Fund. AUM is ₹132.4 Cr. NAV is ₹9.64. 32% is held in Large-Caps, 33% in Mid-Caps & 20% in Small-Caps. Cash is 13%. Top 10 holdings are Bajaj Finance, PayTM, Airtel, HDFC, Fortis Health, Radico Khaitan, Maruti, InterGlobe, ICICI Bank & Gillette

RakJhun's tweet image. Portfolio of Capitalmind Flexi Cap Fund. AUM is ₹132.4 Cr. NAV is ₹9.64. 32% is held in Large-Caps, 33% in Mid-Caps & 20% in Small-Caps. Cash is 13%. Top 10 holdings are Bajaj Finance, PayTM, Airtel, HDFC, Fortis Health, Radico Khaitan, Maruti, InterGlobe, ICICI Bank & Gillette

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Belrise Industries – Structural Rerating Roadmap - From a 2W component maker to a multi-segment system supplier, - Belrise is engineering a structural rerating cycle built on execution, diversification, and capital efficiency - Let’s decode the 4 year transformation playbook…

selvaprathee's tweet image. Belrise Industries –  Structural Rerating Roadmap

- From a 2W component maker to a multi-segment system supplier,
- Belrise is engineering a structural rerating cycle built on execution, diversification, and capital efficiency

- Let’s decode the 4 year transformation playbook…
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PG Electroplast Latest update from the management; 👉In 3Y company to get doubled 👉From Q3 on-wards will bounce back 👉New plant for refrigeration (1000cr) investment, starting from Dec26 👉Order booking already coming very strong from AC brands 👉Long term story very…

suryachaudhary1's tweet image. PG Electroplast 

Latest update from the management;
👉In 3Y company to get doubled 
👉From Q3 on-wards will bounce back 
👉New plant for refrigeration (1000cr) investment, starting from Dec26
👉Order booking already coming very strong from AC brands 
👉Long term story very…

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PG Electroplast (PGEL) : Latest Management Commentary Expecting Inventory normalisation by Mid November⏬

EquityInsightss's tweet image. PG Electroplast (PGEL) : Latest Management Commentary

Expecting Inventory normalisation by Mid November⏬

PGEL Q1FY26 - Concall Insights This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…

EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows

April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows

April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows

April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows

April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…


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Minda Corp 🚘 High Potential High Growth Company 🔥 Vision 2030 • Revenue : 28% CAGR 🔥 • EBITDA : 30% CAGR 🔥 • ROCE : 20% -> 25% 🔥 Themes : Premiumisation, Import substitution & EV 💹

Chart_Wallah108's tweet image. Minda Corp 🚘

High Potential High Growth Company 🔥

Vision 2030
• Revenue : 28% CAGR 🔥
• EBITDA : 30% CAGR 🔥
• ROCE : 20% -> 25% 🔥

Themes : Premiumisation, Import substitution & EV 💹

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Big news for Gujarat Fluorochemicals Gujarat Fluorochemicals – Beneficiary of likely ADD on PTFE… ▪️The DGTR has recommended an anti-dumping duty in the range of USD 2,884/ton to USD 5,933/ton on imports of PTFE from China and Russia. Gujarat Fluorochemicals, India’s largest…


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DHANDHA Episode OUT! Northern Arc Capital: The Sutradhaar of India’s NBFC Full video: youtube.com/watch?v=9wpPzl… Invest 1 hour to learn and cut through the noise. Hamesha Padh Likh Kar Invest Karein. D: Biased, Owned, Advised @omkaracap @_NorthernArc @AshishMehrotra_

varinder_bansal's tweet card. DHANDHA: Northern Arc Capital Business Analysis | The Sutradhaar of...

youtube.com

YouTube

DHANDHA: Northern Arc Capital Business Analysis | The Sutradhaar of...


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🚨 𝐓𝐡𝐞 𝐧𝐞𝐱𝐭 𝐦𝐮𝐥𝐭𝐢-𝐛𝐚𝐠𝐠𝐞𝐫 𝐦𝐢𝐠𝐡𝐭 𝐧𝐨𝐭 𝐛𝐞 𝐢𝐧 𝐈𝐓 𝐨𝐫 𝐏𝐒𝐔 𝐛𝐚𝐧𝐤𝐬 It could be hiding in 𝐚𝐮𝐭𝐨 𝐚𝐧𝐜𝐢𝐥𝐥𝐚𝐫𝐢𝐞𝐬. Meet 𝐁𝐞𝐥𝐫𝐢𝐬𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 → a company with 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐭𝐫𝐢𝐠𝐠𝐞𝐫𝐬. Here is the…

NiveshwithRG's tweet image. 🚨 𝐓𝐡𝐞 𝐧𝐞𝐱𝐭 𝐦𝐮𝐥𝐭𝐢-𝐛𝐚𝐠𝐠𝐞𝐫 𝐦𝐢𝐠𝐡𝐭 𝐧𝐨𝐭 𝐛𝐞 𝐢𝐧 𝐈𝐓 𝐨𝐫 𝐏𝐒𝐔 𝐛𝐚𝐧𝐤𝐬

It could be hiding in 𝐚𝐮𝐭𝐨 𝐚𝐧𝐜𝐢𝐥𝐥𝐚𝐫𝐢𝐞𝐬.
Meet 𝐁𝐞𝐥𝐫𝐢𝐬𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 → a company with 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐭𝐫𝐢𝐠𝐠𝐞𝐫𝐬.

Here is the…

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India - New growth areas -10× potential by 2035 Opportunities area - next gen E-commerce -AI& Cloud service -Auto ancillary - semiconductor & many more

ShridhantS's tweet image. India - New growth areas -10× potential by 2035

Opportunities area 

- next gen E-commerce 
-AI& Cloud service 
-Auto ancillary 
- semiconductor & many more

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Jyoti CNC P/E (TTM) 🟰 60 (3Y median = 95) EV/EBITDA 🟰 40 (3Y median = 65+) M/Cap to sales 🟰 11 (3Y median = 16) Yearly sales 🟰 1820cr (Order book = 4346cr) Margins always in Going up 🆙 trajectory from past 3Y [EPS growth 3Y = 42% ⬆️ / 1Y = 110%] Still Expensive ??…

suryachaudhary1's tweet image. Jyoti CNC 

P/E (TTM) 🟰 60 (3Y median = 95)
EV/EBITDA 🟰 40 (3Y median = 65+)
M/Cap to sales 🟰 11 (3Y median = 16)

Yearly sales 🟰 1820cr 
(Order book = 4346cr)

Margins always in Going up 🆙 trajectory from past 3Y 

[EPS growth 3Y = 42% ⬆️ / 1Y = 110%]

Still Expensive ??…

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Top 4 Mega Multibagger Themes 🔥🔥🔥 1) Semiconductor 2) BESS 3) Transmission 4) Data Centre A Mega [ Thread ] 🧵 Decoding Industry + High Potential Smallcaps 👇🏻

Chart_Wallah108's tweet image. Top 4 Mega Multibagger Themes 🔥🔥🔥 

1) Semiconductor 
2) BESS
3) Transmission 
4) Data Centre 

A Mega [ Thread ] 🧵
 
Decoding Industry + High Potential Smallcaps 👇🏻

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8 Stocks On My Watch ( High Growth + Undervalued ?) 🔥 In This Video We Deep Dive Into 8 Stocks Where We Can See (Recovery Mode:On) We Discuss - Business Models , Growth Triggers , Valuations and My Outlook with P2P ( Q1 FY 26 ) > Vimta Labs > PG Electroplast > Epack…


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📲 India’s Semiconductor Bets – Hidden Compounders Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Here’s how India’s emerging midcaps are positioning 👇 🔖 Bookmark & Repost 🧵 🔹 Capex Heavyweights – Fab & OSAT ▪️ CG Power – ₹7,600 Cr…

Anvith_'s tweet image. 📲 India’s Semiconductor Bets – Hidden Compounders

Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Here’s how India’s emerging midcaps are positioning 👇

🔖 Bookmark & Repost 🧵

🔹 Capex Heavyweights – Fab & OSAT

▪️ CG Power – ₹7,600 Cr…
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Specialty Chemicals | CDMOs | Manufacturing Battery Chemicals - Business vertical currently serves & has been approved by multiple customers & maintains a healthy innovation pipeline with ~10 products under development Semiconductor Chemicals - These chemicals demand ultra-high…

punitbansal14's tweet image. Specialty Chemicals | CDMOs | Manufacturing

Battery Chemicals - Business vertical currently serves & has been approved by multiple customers & maintains a healthy innovation pipeline with ~10 products under development

Semiconductor Chemicals - These chemicals demand ultra-high…

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Acutaas chemical 😎 1.Semiconductor chemical;-chemical deemand ultra high purity-down to parts per billion level to meet the strength specification of SI industry. 2.Battery:-business vertical serves & has been approved by multiple customer . ~10 products in Pipe line

ShridhantS's tweet image. Acutaas chemical 😎

1.Semiconductor chemical;-chemical deemand ultra high purity-down to parts per billion level to meet the strength specification of SI industry.

2.Battery:-business vertical serves & has been approved by multiple customer .

~10 products in Pipe line

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Plainly India's winning this one. Trump tried to get them to move by strongarming, India said no, and meant it. Having made that plain, there's really not much else Trump can do. India's too important to freeze out of US relations, when everyone else is beating a path to their…

At the White House, US President Donald Trump made the following significant statements on the India-US relationship: "I will always be friends with Modi, he is a great Prime Minister” "India and the United States have a special relationship. There is nothing to worry about"…

ANI's tweet image. At the White House, US President Donald Trump made the following significant statements on the India-US relationship: 

"I will always be friends with Modi, he is a great Prime Minister”

"India and the United States have a special relationship. There is nothing to worry about"…


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𝐌𝐮𝐥𝐭𝐢𝐛𝐚𝐠𝐠𝐞𝐫 𝐏𝐢𝐜𝐤 : 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 ⚡️ 🎇 BONUS : Best Stocks with huge future potential 💥 Govt. Vision : India to be top 5 emerging semiconductor hubs globally 🔥🔥🔥 A Mega ( Thread ) 🧵 Below 👇

Chart_Wallah108's tweet image. 𝐌𝐮𝐥𝐭𝐢𝐛𝐚𝐠𝐠𝐞𝐫 𝐏𝐢𝐜𝐤 : 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 ⚡️

🎇 BONUS : Best Stocks with huge future potential 💥

Govt. Vision : India to be top 5 emerging semiconductor hubs globally 🔥🔥🔥

A Mega ( Thread ) 🧵
Below 👇

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