DEBAJYOTI SARMAH
@DebajyotiSarmah
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Stock Market Enthusiast, Fundamental Approach backed by Research, Passion 4 Equity Research in India & vision to change destiny with Stock Market Investments.
INDIA
Joined June 2021
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Anant Raj👑
This is just the beginning 🔥🔥🔥
As per the Company's position in this space and management plans, the Stock will surprise in a big way going forward ✨️
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India's Green Hydrogen Electrolyzer Market is set to grow significantly, reaching $78 B by 2050✨️
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Data Centre market is growing rapidly🔥
Chennai, Bengaluru & Hyderabad lead with 27% share of India's 778 MW capacity🔥
By 2030, India will add 693 MW with South India contributing 186 MW🔥
Key figures:
- 1.25B internet users
- 750B mobile app minutes
- 17 GB/user/month
#DC
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Oriana Power👑
Added more before H1 Result✨️
Great Co. at good valuation is available only at times of weak sentiments✨️
Based on the Work & Developments that are going on, the Co. has high potential to do well going forward📈
Expecting good H1 & Blockbuster H2🔥
#oriana
Oriana Power👑
With Increase in Employees count monthly & Innauguration of New Office space followed by Big orders it clearly shows the potential of Growth & Work progress going on✨️
Congratulations to the dedicated team & Mgmt✨️
@Anirudh90982008
@rupalgupta
#orianapower
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Oriana Power AGM👑
Inline with earlier guidance of 300MW✨️
Capacity: 10 MW to 100 MW✨️
Presence from 10-12 states to 22 states✨️
No major execution challenges✨️
Margins also sustainable as per Mgmt by doing complex projects✨️
2500 Cr capex in 2-3yrs✨️
#orianapower
Oriana Power👑
AGM Link-
Meeting started at 1.00 Pm Today & continuing✨️
…
#Oriana
#OrianaPower
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Oriana Power👑
Finally, the Pref allotment has been done & the Co. received 206 Cr successfully✨️
If it had been cancelled or 50% had defaulted then it was Red Flag🔻
The amount now has ample amount of Funds to boost Growth, grab opportunity & increase work efficiency✨️
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Oriana Power👑
Brief of the concall/analysts meet💫
1. They have a very good Team of Skilled Individuals who have good expertise in their respective fields✨️
This helps in focusing on various segments like BESS, CBG, Green H2 Electrolyzers segment apart from Solar Epc✨️
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SplitWaters✨️
About Splitwaters👑
Pioneering Green Hydrogen Solutions for a Sustainable Future✨️
We believe green hydrogen plays a significant role in the current energy transition to achieve decarbonization or net-zero emissions.
Deepak Bawa, CEO
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Oriana Power 👑
Rupal Gupta, MD & CEO, showed optimism towards the Budget 2024 regarding Renewable Energy initiatives ✨️
#orianapower
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Oriana Power👑
Latest Update✨️
Oriana Power employee count YOY, employee count is nearing 3x🔥
Imagine the amount of Work going on presently compared to last year🔥
Yet many are still in doubts if there had been less order book/work, a Co. won't increase workforce ⚔️
#oriana
Oriana Power👑
Live EPFO data✨️
Employees doubled from Sep 2023 to May 2024✨️
Shows heavy Order Book & importance of Execution of the same on Time🔥
There has been constant recruitment going on since past few months which is highly Optimistic for Investors💫
#Orianapower
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Oriana Power👑
Live EPFO data✨️
Employees doubled from Sep 2023 to May 2024✨️
Shows heavy Order Book & importance of Execution of the same on Time🔥
There has been constant recruitment going on since past few months which is highly Optimistic for Investors💫
#Orianapower
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Indian Railways👑
Big plans to ELIMINATE waiting lists entirely in 4 years🔥
AMBITIOUS PROJECT OF PM MODI✨️
Govt to ensure CONFIRMED tickets to all passengers in 3 yrs.
Railways to introduce 3K more trains🔥 Passenger capacity will be increased from 800 Cr to 1k Cr per yr🔥
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📌 Anant Raj Ltd👑
It has signed MOU with Google LLC via its subsidiary, Anant Raj Cloud Pvt Ltd✨️
The partnership will focus on offering Data Center Infrastructure, DC Managed Services, Cloud Platform to businesses, as well as creating technological solutions✨️
#anantraj
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One more big step towards Renewable Energy Segment👑
Oriana Power (India) Collaboration with Splitwaters (USA)🔥
In a groundbreaking move, US-based Splitwaters a leading provider of cutting-edge Electrolyzers and BOP (Balance of Plant) equipment for green hydrogen production,
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Advait Infra👑
Great developments✨️
Strategic alliance with Guofu Hydrogen Energy💫
Collaboration for the local production of Electrolysers from 300MW/yr & expand to 1000MW/yr🔥
Future plans include hydrogenation machine production & hydrogenation station integration💫
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Oriana Power👑
The Co. plans to build an "Electrolyzer Gigafactory for Green Hydrogen & E-Fuels"🔥
The factory to be commissioned in 2 phases will have initial 500 MW capacity operational by 2026.🔥
The Co. is partnering with Splitwaters to utilize cutting edge technology.🔥
From Deepak Bawa, CEO, Splitwaters✨️
Expectations on a Win-Win situation for both the Companies after this tie in this Segment going forward ✨️
#splitwaters
#orianapower
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Sanghvi Movers👑
A Sector Leader with Strong Fundamentals & good Management✨️
However, the recent results came weak & most importantly, Mgmt. guidance came down & expecting more pain & subdued results ahead in next quater which resulted in big Correction🔻
#sanghvimovers
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Oriana Power👑
First of all Congratulations to Mr Rupal Gupta
@rupalgupta
for achieving a being featured in the Industry Outlook👑
The progress made in the Renewable Energy Sector by Oriana Power with the dedicated team and management is really commendable🔥
Best Wishes✨️
Oriana Power👑
Live EPFO data✨️
Employees doubled from Sep 2023 to May 2024✨️
Shows heavy Order Book & importance of Execution of the same on Time🔥
There has been constant recruitment going on since past few months which is highly Optimistic for Investors💫
#Orianapower
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Oriana Power Ltd👑
Oriana Power's subsidiary, Truere Surya Private Limited, secured a 128 MW Solar Power Plant contract from Dalmia Cement (Bharat) Limited🔥
The project is located in Tamil Nadu✨️
Duration: 12 months✨️
#orianapower
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NIBE Ltd👑
Nibe Space Private Limited, has signed a MOU with a leading Indian company to establish India's sovereign Earth observation satellite constellation✨️
Nibe Space Private Limited is a recently formed subsidiary of NIBE Ltd✨️
#nibeltd
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Advait Infratech Ltd👑
The Co. has received an order for EPC Work of MVCC Installation from DGVCL for Southern Gujarat Region on 14th August 2024✨️
The order size is INR 20,32,50,440 (with GST). The details have been submitted to SEBI as per regulations✨️
#advaitinfratech
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Advait Infra Ltd👑
Good Q1FY25✨️
Revenue : 60 Cr vs 27.46 Cr (YOY) 118%🔥
Net Profit : 5.35 Cr vs 1.47 Cr (YOY) 263%🔥
Q1 is supposed to be a weak qtr, overall good set of Nos.✨️
Expecting YoY to keep growing at high pace as its has been performing✨️
#advaitinfra
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Oriana Power Ltd👑
The Co. has secured a 52 MW Solar Power Plant order worth Rs. 247.88 Cr. from BPCL in Prayagraj, UP✨️
The project awarded under the EPC segment includes construction, transmission lines and O&M for 5 years✨️
It is expected to be executed within 6 months.
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Oriana Power👑
FY24 revenue 383cr✨️
These 3 projects itself worth 771 Cr which are to be completed in this FY
4 July 151cr order, Project Completion Timeline - 9 months, Project Details - new Agro Photovoltaic order for solar power plant of 25 MWp under Captive Segment with
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Oriana Power Ltd👑
It informed the exchange about the approval of an alteration in the Main Object Clause of the Memorandum of Association✨️
This includes expanding its business scope to electric power generation & renewable energy solutions: CBG, BESS & Green H2✨️
#oriana
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Oriana Power Ltd👑
The Co. informed received a new order of ₹37.18 Cr for a 10 MW ground-mounted solar power plant project in Tamil Nadu✨️
This order is from the Stone and Mineral Industry and will be executed in the financial year 2024-25✨️
#orianapower
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Oriana Power👑
NTPC declares the winners of tenders for roof top solar projects today✨️
Oriana Power won 83.56Cr worth of tender as L1 Bidder by winning the bid✨️
One more achievement for the Company, Order book is now nearing 3000 Cr🔥
#orianapower
#betterdaysahead
Oriana Power👑
Added more before H1 Result✨️
Great Co. at good valuation is available only at times of weak sentiments✨️
Based on the Work & Developments that are going on, the Co. has high potential to do well going forward📈
Expecting good H1 & Blockbuster H2🔥
#oriana
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Hindenburg Vs India⚔️
Hindenburg posted the news during weekend & tried to create Panic & has created short positions🔻
Tomorrow it will be a direct clash: Hindenburg shorts vs DII, Retailers buying strength⚔️
It is said U can't create Fear with same topic next time✨️
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DATA CENTER👑
Data Center capacity is expected to rise to 10 to 12X over FY24 to FY30 period🔥
We expect India Data Center to be
17 GW by end of 2030🔥
- From Jefferies Research
Keep a track of Companies growth, Sector developments, Mgmt guidance🖋
#DataCenter
#Anantraj
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Oriana Power👑
With Increase in Employees count monthly & Innauguration of New Office space followed by Big orders it clearly shows the potential of Growth & Work progress going on✨️
Congratulations to the dedicated team & Mgmt✨️
@Anirudh90982008
@rupalgupta
#orianapower
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Oriana Power👑
The Co. received a new order for Solar Power Plant of 4 MW under Captive Segment✨️
Industry: Tyre
Duration: 9 Months (O & M), 15 Yrs from COD
Location: Gwalior (MP)
#orianapower
#neworder
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Oriana Power Ltd👑
The Company informed the exchange about an Analyst Meet scheduled for 2nd September, 2024 from 12:00 PM to 1:00 PM. The meeting will be held virtually.
#orianapower
#analystsmeet
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Oriana did MOU with Rocking deals for Warehouse Placement and Marketing, while reading the presentation of Rocking deals, it shows they have 3 Warehouses in Faridabda, it shows Oriana concentrating on UP for PM- Surya Ghar Muft Bijli Yojana & Future expansion of Rocking deals.
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SJ Logistics 👑
Straight from the Management corner💫
Insightful discussion regarding:
Work Culture, Growth Triggers, Vision of the Management, Growth Opportunities, SJ's edge over other logistics companies and many more🔥🔥🔥
#sjlogistics
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E2E Networks👑
Good results✨️
Topline growth YoY 2X+🚀
Rev at 41cr vs 19cr✨️
PBT at 13.5cr vs 8.5cr✨️
PAT at 10cr vs 7cr✨️
#e2enetworks
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Oriana power👑
The Co. joined forces with Splitwaters to develop Green Hydrogen & E-fuel (green amonia, E methanol, green methanol) facilities in India💫
Below is the thread regarding Splitwaters,a leading provider of cutting-edge Electrolyzers✨️
#orianapower
#splitwaters
SplitWaters✨️
About Splitwaters👑
Pioneering Green Hydrogen Solutions for a Sustainable Future✨️
We believe green hydrogen plays a significant role in the current energy transition to achieve decarbonization or net-zero emissions.
Deepak Bawa, CEO
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If during the Growth Phase, Promoters take such steps, I would urge the Retailers who are thinking of new entry/who bought at higher levels to be careful⚔️
I am not showcasing Fraud/Scam, its being careful, cautious & judge before taking bets as retailers have limited Funds✨️
Be Careful of playing blindly in Bull Run⚔️
Its observed that suddenly a Stock name comes into limelight & then bullish post with growth prospects & guidance keep flowing non stop⚔️
Self study & then taking bet is important specially in SME segments⚔️
One such is Nirman Agri⚔️
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The global Electrolyzer Market size was valued at USD 12.81 billion in 2023 & it is expected to surpass around USD 278.82 billion by 2033 with registered CAGR of 36% from 2024 to 2033🔥🔥🔥
Advait Infra & Oriana Power have good opportunity🚀
Good research credits: Rohit Saini
India's Green Hydrogen Electrolyzer Market is set to grow significantly, reaching $78 B by 2050✨️
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Oriana Power👑
As U can see so many developments going on in the Company as shared over Analysts meet:
From Solar Epc order book to Electrolysers Manufacturing plant, from more CBG orders to BESS segment development & many🚀
Then why to time it for 200 300 points?
#orianapower
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$100 Bn opportunity in India's Oil & Gas exploration going forward 🔥
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Oriana Power👑
The Company has secured an order of 4MWp valued at 13.19Cr for a Solar Power Project of a Cement Industry✨️
It seems a small order, however the positive factor is executing small orders takes less time & so will be reflected in FY25 results🔥🔥🔥
#Orianapower
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NIBE Ltd👑
The Co. shared its Clarification & adjustments of previous Qtr Results✨️
There is no impact to Financial Results & thus Market has cherished Whatever is shared and Stock went to Green💚💚💚
#NIBELtd
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Oriana Power & Splitwaters👑
Post Analyst s meet, the Cos. shared plans, vision & developments that we will witness going forward✨️
Imp. personalities with good expertise, highly experienced in their respective fields joining in the Cos. reveals better days ahead✨️
#oriana
Oriana Power👑
Brief of the concall/analysts meet💫
1. They have a very good Team of Skilled Individuals who have good expertise in their respective fields✨️
This helps in focusing on various segments like BESS, CBG, Green H2 Electrolyzers segment apart from Solar Epc✨️
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Oriana Power👑
Expectations on bumper & fantastic numbers in Fy25🔥🔥🔥
Expecting more orders going forward🚀
Interesting observation from NSE published data of
#OrianaPower
suggests that FY'25 can be Bumper, if executed by management. Revenue can be 1500 Cr+ and this excludes Resco order received after Feb'24.
Disclosure: Holding and biased
#Oriana
#Renewable
#Solar
#EPC
@rupalgupta
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EMS Ltd👑
The Co. received Letter of Acceptance from the office of the Uttarakhand Urban Sector Development Agency for Development of Water Supply and Sewerage System with 18 years O&M In Vikas Nagar Dehradun✨️
Order value of Rs. 53,519.42 Lacs🔥
#emsltd
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RfS for electrolyser manufacturing in India under SIGHT scheme (Tranche-I) issued✨️
Oriana Power and Advait Infra among listed companies🔥🔥🔥
#Electrolysers
#Orianapower
#AdvaitInfra
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From Deepak Bawa, CEO, Splitwaters✨️
Expectations on a Win-Win situation for both the Companies after this tie in this Segment going forward ✨️
#splitwaters
#orianapower
SplitWaters✨️
About Splitwaters👑
Pioneering Green Hydrogen Solutions for a Sustainable Future✨️
We believe green hydrogen plays a significant role in the current energy transition to achieve decarbonization or net-zero emissions.
Deepak Bawa, CEO
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Oriana Power👑
The Co. informed the exchange about scheduled Analyst/Investor meet on 6th August'24 from 1 to 2PM online✨️
A much needed Analysts Meet & on time🔥
Things will get clear from now on & retail investors will get clarity, so stay calm✨️
#orianapower
#concall
Oriana Power👑
Finally, the Pref allotment has been done & the Co. received 206 Cr successfully✨️
If it had been cancelled or 50% had defaulted then it was Red Flag🔻
The amount now has ample amount of Funds to boost Growth, grab opportunity & increase work efficiency✨️
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Nibe Ltd👑
CMD Ganesh Nibe says "For the first time, Pvt Sectors are getting opportunities in the Space Sector✨️
We have a target to launch 41 satellites in the next 7 yrs & 2 satellites in the next 12 months✨️
"We have many opportunities in the global market"✨️
#nibeltd
#WATCH
| Chairman & Managing Director, Nibe Limited, Ganesh Ramesh Nibe says, "I would like to thank PM Modi that for the first time, private sectors are getting opportunities in the space sector... We have a target to launch 41 satellites in the next 7 years, and two satellites
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One more big order received. Company posted good H2 results, Fund Raise successfully done. Now, few more big orders & timely execution thats needed to maintain the Growth💚 Best days ahead💫
#oriana
#orianapower
#renewableenergy
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Oriana Power is well poised & has focus to grab opportunities in UP & nearby states✨️
The Co. has always planned ahead & is expected to keep its Innovative Ideas & execution going forward ✨️
As per the last Analysts meet more surprises ahead✨️
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Growth matters the most, followed by Mgmt guidance & Execution. H2 FY24 was superb. H2 Fy25 will be even bigger and Mgmt is getting ready with Fund Raising, Recruiting more Employees and utilizing the Sector Tailwind to grow massively 💚💚💚
#Oriana
#orianapower
#SolarEPC
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Be Careful of playing blindly in Bull Run⚔️
Its observed that suddenly a Stock name comes into limelight & then bullish post with growth prospects & guidance keep flowing non stop⚔️
Self study & then taking bet is important specially in SME segments⚔️
One such is Nirman Agri⚔️
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Advait Infra new high🚀
Next will be Oriana Power in few months🔥
Cos. with good order book, ambitious management & proper execution capabilities are a must in Portfolio ✨️
These companies will be in next level in next 3 to 4 Years, its a good time to track & accumulate💚
The global Electrolyzer Market size was valued at USD 12.81 billion in 2023 & it is expected to surpass around USD 278.82 billion by 2033 with registered CAGR of 36% from 2024 to 2033🔥🔥🔥
Advait Infra & Oriana Power have good opportunity🚀
Good research credits: Rohit Saini
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This is how panic is created regarding valuations & they don't look at growth, the same person was concerned with valuations of Oriana before results. Don't follow such people blindly! Many retailers sold Oriana in Jan reading such posts! Growth matters the most than comes PE.
If i don't buy a stock why you need to sell bro
People are too emotional for their stocks😅
I don't get it. If someone said overvalued about my holdings, i don't sell anyway😎
You can choose to buy/sell any stock you want, what's the issue if i have different views🤗
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Anant Raj👑👑👑
A Combo of Real Estate + Data Center🚀
Both segments are having strong Tailwinds🚀🚀🚀
#anantraj
#datacenter
Key Highlights of Anant Raj Limited's CRISIL Rating Report
Strong Residential Real Estate Performance:
Expected sales bookings to increase to ₹1800-2000 Crores per annum.
Sustained collections projected at ₹1300-1600 Crores annually.
Minimal leverage with no major debt for
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With more developments, Govt push for Renewables & power demand, the Sector is poised to do well in coming yrs. The results of Oriana, Bondada & Viviana shows the potential & growth opportunities. Investors enjoying the BULL RUN as growth is intact.
Link :
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Tara Chand Infra👑
The Co. added 6 brand new cranes to its fleet in July'24✨️
With this delivery, it has completed a Capex of approx. Rs. 64.29 Crores till date in FY25✨️
The Co. is doing good capex, as comitted on Mar'23 with 160 Cr capex for 2 yrs✨️
#tarachand
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Advait Infra👑
The Co. has made an investment in TECO 2030 AS, a Norwegian cleantech co., through its wholly owned subsidiary Advait Energy Holdings AS.✨️
This strategic investment aims to establish a business relationship & collaborate on clean energy solutions development.
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Advait Infratech Ltd👑
New Order Received🔥🔥🔥
Its subsidiary, Advait Greenergy Private Ltd, has secured a Letter of Intent from KP Group of Co. totaling Rs. 72.69 Cr.
#Advaitinfra
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Lot Size update👑
The long-awaited revision in lot sizes for 126 NSE-listed SMEs has finally been announced, with the new sizes coming into effect on October 31st.
While the updated list for NSE is out, BSE’s notification on SME lot size changes is expected to arrive next week.
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Oriana Power👑
New order receieved worth 155 Cr🔥
The Co. has announced the receipt of a new order for a 40 MWp captive solar power plant in Rajasthan.
2. The project includes engineering, procurement & construction.
3. The project also encompasses operation & maintenance.
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More developments in Green Hydrogen segment 🔥🔥🔥
Next few years we can witness good growth and developments, its a goos time to prepare and track potential Companies that will be benefitted ✨️✨️✨️
#advaitinfra
Ohmium opens Rs 2,000 crore green hydrogen electrolyzer gigafactory near Bengaluru
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Oriana Power👑
The Co. will hold investor/analyst meetings on September 24th and 25th in Noida✨️
The Company will discuss its business with investment bankers and analysts✨️
No unpublished price-sensitive information will be shared✨️
#orianapower
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Post Budget 2024, it's time to analyse Sectors which will be of Prime Focus👑
As seen, Solar Renewable segment is on focus, while Wind segment is given least priority, Green Hydrogen, electrolysers big developments will seen going forward ✨️
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Advait infra👑
One more new order received✨️
Good news back to back🚀
The Co. recieved another order worth 35 Cr from Power Grid Corporation of India for EPC Work of OPGW Live Line installation at Ladakh🔥
#advaitinfra
#neworder
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Recent H2 fantastic results. Recruitment of Manpower going on aggressively. Sector is in Tailwind. Good No. of Order Books in Pipeline & now Funds Raising💰 plans. This clearly implies: Big GROWTH going forward💚💚💚 If still there is doubt check the H2 results again✨️
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EMS Ltd👑
Q1 FY25 Results✨️
Fantastic Growth in YOY🚀
Average QoQ✨️
Rev: 209 Cr vs 139 Cr (50% ⏫️ yoy)🔥
Profit: 37 Cr vs 23 Cr (61% ⏫️yoy)🔥
Good to add if corrects a bit more💫
#emsltd
#results
EMS Ltd👑
The Co. received Letter of Acceptance from the office of the Uttarakhand Urban Sector Development Agency for Development of Water Supply and Sewerage System with 18 years O&M In Vikas Nagar Dehradun✨️
Order value of Rs. 53,519.42 Lacs🔥
#emsltd
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@SocialSphere_X
@Atulsingh_asan
Check & study ATMASTCO ltd, premier roadlines, sj logistics, viviana power, oriana power, ashiana housing, marine electricals. No buy sell reco. These are potential stocks and will do well.
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Oriana Power👑
A long term story with good growth potential & experienced, ambitious Management✨️
#Orianapower
#Bondada
#WareeRen
#SolarEPC
Some handles started complaining about Cos. not reporting any new orders.
I think they have a business to run and while no major changes happening in the business environment.. don't think one should be panic and worried about temporary volatility in the stock prices.
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NIBE Ltd.👑
Fantastic Nos. posted🔥
Rev 110 Cr vs 26 Cr up by 320% YoY🚀
PAT 7.86 Cr vs 1.3 Cr up by 500% YoY🚀
Expecting the same growth to continue going forward as Defense theme is having good tailwind + good order book & Govt focus for Indian Defense Sector✨️
#nibeltd
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@ArindamPramnk
Manufacturing : ION EXCHANGE
EV play with auto ancillary: TALBROS, PRICOL
Premiumisation : ETHOS, SULA
AI & TECH: R SYSTEMS, KPIT
NBFCS: Fusion micro, satin, arman financials.
Already they are going up and their results doing better every quater.
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Teach, Preach, Trap⚔️
From last few months I noticed so called helpers/guide of Small Retailers 1st share bullish views, stock price estimate of next few years & then true colour of Paid Workshops, Paid Session & Paid Subscriptions starts😄
Study & Self Learn, all can do well📈
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The Winners includes names like Advait Infratech, Gensol, Adani Enterprises, Waree Energies✨️
#advaitinfra
#AdaniEnt
#Gensol
#WareeEnergies
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Green Hydrogren👑
The initiatives & push from the Govt is clearly visible✨️
This segment has high potential to grow tremendously & presently the companies are at nascent stage✨️
It will be important to track the growth going forward✨️
#advaitinfratech
#orianapower
1500 MW is already allocated and second tranche is almost in its final stage. As far as Green Hydrogen is concerned, 4,12,000 MT has already been allocated and further 4,50,000 is in its final stage. Nearly around Rs 20,000 crore has been allocated as PLI. We are moving ahead of
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Oriana Power Ltd👑
The Co. has informed the Exchange regarding incorporation of wholly owned subsidiary of the Company in the name of "Majestic Solar Private Limited."✨️
#orianapower
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Robust land bank:
- 2000 acres current holding✨️
- Additional 2000 acres in pipeline✨️
Most Importantly, the Mgmt said FY25 would be a special year for the Co. & shareholders & many important surprises & developments are on the way (FY25, Fy26)
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Oriana Power Ltd👑
The Co. informed the exchange about the approval from the Ministry of Corporate Affairs for incorporation of its wholly owned subsidiary, Imperial Supreme Pvt Ltd✨️
The subsidiary aims to generate power & undertake various power projects✨️
#orianapower
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NIBE Ltd👑
As part of the EO Satellite Constellation project, NSPL forged strategic partnerships & signed MOUs with key Indian & Global Players including Thales Alenia Space as Technology Partner, Larsen & Turbo, CENTUM, Agnikul, Skyroot, Spacefields, SISIR & CYRAN✨️
#nibeltd
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Going forward, Oriana Power is lined up with important events:
AGM on 27th Sept'24✨️
Investor/Analysts meet on 28th Sept'24✨️
H1 Results most probably in October'24✨️
#orianapower
#bigeventsahead
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BSE ltd👑
A big Multibagger in the making, its just the beginning🔥
Stock is 6X+ from my buying levels💚
Started accumulating from 510 levels & kept adding✨️
Though there had been big ups & downs, but as the Indian Stock Market had been growing, BSE stock also doing well🚀
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NIBE ltd.👑
Described fully regarding Company's Work, Potential & Growth 🚀🚀🚀
#nibeltd
Credits:
@SULABH40
#NIBE
#NibeLtd
- A micro-cap company in the defence sector where the government focus is to be the exporter with 350B and production of 1750 B by FY25.
A thread to understand the business.
#Defence
#MakeInIndia
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Oriana Power👑
Great Job✨️
Very nicely all the orders and estimates are made which are expected to be executed by H2FY25🔥🔥🔥
#orianapower
Oriana power has a strong order book. I made a list of total orders till date based on publicly available insurance. This includes only solar EPC business.
Revenue for the FY 2023-24 was 383 Cr.
The total order book per my estimation is north of 1,800 Cr. (1/3)
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Oriana Power👑
Available at an attractive dirt cheap valuation✨️
Expectating Order Book to cross 3k Cr soon✨️
H1 & H2 Results will give clear direction✨️
#orianapower
#OrianaPower
Price nearing Preferentials 1800 range and one of the most undervalued Company in my pf.
Expecting a solid HY1 results 400 to 450 crores topline with 12 to 15% NPM.
FY2025 conservative estimate of 1600 to 1750 crores topline with a 12 to 15% NPM and FV range of
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This clearly indicates the Company and its Mgmt has sensed the growth in this sector ( tailwind ) and do not wants to miss the opportunity!! Seeing the names on the list at 1820 levels also shows the Investors are also seeing high growth for the Company in coming time✨️
#ORIANA
POWER big fund raise of 245 Cr through Preferential and Increasing the Borrowing limit upto 1000 Cr, So almost 1250 Cr expansion coming, Such high fund raise is big for any SME company, Cheers.👋👋👋
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Ems Ltd👑
EMS Limited reported strong financial performance in Q1 FY25, with consolidated net profit after tax increasing by 63.12% year-on-year to Rs.37.16 crore and revenue from operations growing by 49.58% year-on-year to Rs.206.28 crore.✨️
#emsltd
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@Aditya_joshi12
150 cr PAT+ based on present order book, employee and work increase and developments in remaining segments apart from solar epc. Tuesday concall can give a more clear view!
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One of the achievements I feel proud today✨️ Thanking you
@Anirudh90982008
SIR.
It made my Day & I will keep doing my work passionately with the support of :
@_Compounding__
@sriranganek
@PVVolatility
@ManishK46113331
@balboa0795
@CAKritarth
@CS_ESWARANATH
and many. Thank U🙏
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Detailed Information regarding Oriana Power👑
Very useful✨️
𝐏𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞: 𝐎𝐑𝐈𝐀𝐍𝐀 𝐏𝐎𝐖𝐄𝐑'𝐬 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐔𝐧𝐩𝐚𝐜𝐤𝐞𝐝, 𝐋𝐚𝐭𝐞𝐬𝐭 𝐒𝐩𝐚𝐫𝐤𝐬 𝐚𝐧𝐝 𝐖𝐡𝐚𝐭'𝐬 𝐍𝐞𝐱𝐭 🧵
Market Cap: ₹3652 Cr.
Current Price: ₹1904
𝐎𝐫𝐢𝐚𝐧𝐚 𝐏𝐨𝐰𝐞𝐫 𝐡𝐚𝐬 𝐚 𝐬𝐭𝐫𝐨𝐧𝐠 𝐨𝐫𝐝𝐞𝐫 𝐛𝐨𝐨𝐤 𝐨𝐟
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RENEWABLE ENERGY👑
The Sector has long way to go✨️
A Multi decadal theme with big tailwind & serious support & push from Govt end✨️
Try to have atleast 1 or 2 potential stocks from this segment in Portfolio for long term & don't worry for short term market sentiments✨️
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Nirman Agri👑
Good to know the Company is now coming forward to speak & communicate with the Investors✨️
This is very important to establish connection between Share Holders & the Company✨️
Recently, Oriana power & SJ Logistics also did✨️
#nirmanagri
If you observe over google map, just the name no more details, no reviews nothing!! Even a Paan shop or small shop has a proper location details. And this is a listed entity. Its responsibility of Promoters to look into these things.
#nirmanagri
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Data Center👑
This segment is in the the nascent stage✨️
With Time, this sector will do tremendous well as all indicators shows good Growth in coming years✨️
Anant Raj with its huge landbank & expertise is well positioned to do well, latest results shows the Potential✨️
@KYourhope57689
@vishan_khadke
Re. Anant Raj 300 MW will not be everything. With the Google collabz I am expecting some huge announcements in the coming years. They still have a huge land bank and once they get their hands dirt.. scaling it up to 1 GW doesn't be a problem.
Time for them to transition into
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NIBE ltd👑
Hybrid PCU🔥
This product by Nibe could be a game changer for power sector :
Hybrid PCU:
This versatile solution integrates multiple power sources: grid power, diesel generators, solar PV systems, and lithium-ion batteries, ensuring continuous and reliable energy supply.
Empowers users
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NIBE Ltd👑
Well poised for Growth⚔️
Good developments going on in the Company & seems will do well in coming years🚀
It has all the ingredients from sector tailwind, excellent results to ambitious management to grow tremendously🔥
#nibeltd
#growth
NIBE Ltd.👑
Fantastic Nos. posted🔥
Rev 110 Cr vs 26 Cr up by 320% YoY🚀
PAT 7.86 Cr vs 1.3 Cr up by 500% YoY🚀
Expecting the same growth to continue going forward as Defense theme is having good tailwind + good order book & Govt focus for Indian Defense Sector✨️
#nibeltd
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Oriana Power👑
Trading at cheaper Valuation than peers!! Next 2 years are going to be interesting, surprising as CBG, BESS, more Resco segment orders wll be executed as stated by the Mgmt earlier.
NUVAMA report also confirm the development & potential of the Co.
#orianapower
Here is my conservative estimate for
#Orianapower
.
FY 25 expecting 1200 Cr + topline with 15% NPM
FY 26 expecting 2600 Cr+ topline with 15% NPM
Orderflow can increase substantially, it may surprise with a higher number than this.
Happy Investing!
#OrianaPower
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At this point, Solar Power EPC companies & their PE:
Waaree Renewables Technologies : 180
KPI Green Energy : 69
Oriana Power : 82
Bondada Engg : 82
Calculate which stock can easily go double from here based on growth prospects, which is likely to consolidate and fall.
No reco.
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@Atulsingh_asan
Anuh pharma very poor performance. 2 to 3 LC conformed. Check what happended to Sanghvi movers.
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