Venkat
@svnraju7
I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.
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If you are planning a trip to Vietnam in 2026, Save this Thread 🧵 We explored Ho Chi Minh, Da Nang & Hanoi. Totally worth it 😍 Here are all the details of the full itinerary, food & travel recommendations 👇🏻
Anant Raj – Nuvama Interaction | Key Highlights from Emerging Ideas Conference 🚀Anant Raj Is Entering Its Biggest Growth Cycle Yet – Dual Engines Firing ENGINE 1 → Real Estate Development (NCR-focused, large land bank) 🔹312-acre paid land bank, among the deepest launch…
🚀 Unimech Aerospace: The Rise of India’s Next Precision Engineering Powerhouse (Aero • Defense • Nuclear • Semicon • Micro Turbines) Everyone thinks Unimech = “aero tooling company.” But the company is now building products and components for 6+ high-tech industries: ✈️…
Airfloa Rail Technology Ltd 🔖 🎯Revenue Guidence 82% growth For FY 26. ➡️3 Yrs Profit Growth ~ 127% 🔥 🕵️Promoter Holding ~ 54.20% A MEGA THREAD 🧵⬇️⬇️⬇️⬇️
Study Acutaas chemical business model and learn how operating leverage play the game. => Q2 FY26 financial performance Q2 FY26 revenue is shown at about ₹306 crore, up roughly 24% year-on-year and about 48% quarter-on-quarter, driven mainly by strong pharma/CDMO growth and…
KSB with nuclear pump order in hand is missing??
👉Indian 🇮🇳Government is undertaking excellent growth intatives in nuclear power sector ✨ A list of 4 stocks which are undertaking the crucial nuclear power projects 🌟 A detailed 🧵 Thread 👇 !!! #StockMarket #StockMarketIndia #StocksToWatch #stocks #stock #invest…
Acutaas Chemicals – Roadmap Execution Tracker - A rare case where every growth engine has a dated trigger: 1⃣ CDMO (3 projects) 🗣️ “Commercialized by end of this financial year… revenue from H2 FY26.” ▪️ FY26-end = go live ▪️ H2 FY26 = monetisation begins 2⃣ Battery…
Acutaas Chemicals – The Inflection Playbook | Where Growth Engines Meet Strategic Bets - Not just another chemical company. It’s quietly evolving into a platform across pharma, batteries & semiconductors. - Why it matters 1 | Growth Engines = Cash Generators ▪️CDMO scale-up –…
Gravita is driving Brownfield-led lead/aluminium/plastics expansion, new vertical diversification (rubber + lithium-ion), and regulatory tailwinds (BWMR/EPR), while paper & steel remain long-term bets post-FY28. ESG milestones and value-added products reinforce…
India’s Silent Auto Powerhouse That Builds Your Vehicles… Before They’re Built 95% of people don’t know this company. Yet, it assembles up to 75% of entire two-wheelers for OEM's, as an outsourced system partner. Not a parts vendor. Not Tier-1. A new category: Tier-0.5…
Techno Electric & Engineering Company Ltd - High Growth + Low PE Stock ? ( Deep Dive) For Data Centers , Power , T&D & Smart Meters Theme We Discuss Q2 FY 26 Results + Concall Why Is Market Not Rewarding This Stock ? Data Centers Revenue Potential ? Is There Upside Potential…
ORIANA Power #Oriana #OrianaPower H1 FY26 Concall Pointers: Guidance: 2000-2500cr revenue for FY26 Similar/better OPM Vision: 1000cr PAT by FY28 On track to achieve the same Revenue mix shift (short term and long term) : FY 26: 90% Solar; 10% BESS FY 27: 60% Solar; 40% BESS…
Unimech Aerospace & Manufacturing Ltd – Good Company to Track, But Going Through Near-Term Issues Unimech is an interesting aerospace player, but right now the company is facing problems, and that’s why valuations are correcting. Today, most of the revenue comes from the…
Unimech Aerospace Q2FY26 concall notes , my notes from the call just concluded, I continue my wait and watch approach and not initiating yet three important things 1) Tariffs have shifted the inventory model at US customers end that is leading to some slowdown in the revenues…
Unimech Aerospace , as expected in below post Q2 is likely to be weak , which now makes things very interesting for us Below is my take on Unimech aerospace , yes I am waiting for peak pessimism to happen post Q2 numbers , waiting and watching closely We dont own the stock…
Nuvama on Gujarat Fluorochemicals With global diversification efforts underway—targeting Japan, Korea and Europe—GFL is positioning its next-generation fluoropolymers across high-value segments such as semiconductors, data centres and AI infrastructure. The company expects a…
🚛 BlackBuck Ltd (Zinka Logistics) : The Digital Highway for India’s Truckers Imagine you’re a trucker driving from Delhi to Chennai. - You’ve dropped a load but have no freight for the return trip. - You call brokers, wait half a day, maybe get a lead. - Meanwhile, fuel theft,…
Genus Power Q2FY26 Concall Takeaways ⚡️ Strong quarter with EBITDA up 3x YoY to ₹244 cr and margins improving. FY26 revenue guidance raised to ₹4,500 cr (20% EBITDA), FY27 seen at ₹5,500–6,000 cr. Smart meter installs on track — 80–90L this year, 1Cr+ next year. Working…
Caplin Point: Consistent Results +20% PAT growth continues
Sai Silks Kalamandir Q2FY26 Highlights🧵 1️⃣ Company Overview One of South India’s largest ethnic apparel retailers, especially in sarees. Operates 4 key brands - Kalamandir, Mandir, Kanchipuram Varamahalakshmi Silks, and KLM Fashion Mall. Presence across Telangana, Andhra…
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