Manish Khandelwal
@ManishK46113331
Followers
15,150
Following
1,512
Media
1,140
Statuses
12,703
Investing 🕵️♂️ | Geo-politics 🌍 | Football ⚽ | Coding 👨💻 | Running 🏃♂️| Views are personal
Bengaluru, India
Joined April 2014
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
गुरु पूर्णिमा
• 228033 Tweets
WE LOVE YOU TAEHYUNG
• 129320 Tweets
가요대전
• 96344 Tweets
Dangote
• 52618 Tweets
#光る君へ
• 36057 Tweets
アークナイツ
• 30418 Tweets
#みこちDAIDAIDAI重大発表
• 21989 Tweets
モチーフ
• 20450 Tweets
ニコニコ老人会
• 19539 Tweets
📌 On Monday, Nirman Agri will have delivered 100% returns, fastest record of 6 days 💥🔥🚀
#NirmanAgri
🚨 Nirman Agri Genetics
This can also become 10-20x from here in the next 3-4 years as the MD of the company has said they want to become one of the biggest companies in seed segment in next 3-4 years
A thread 🧵 (1/n)👇
#nirmanagri
13
48
184
25
106
1K
🚨 Next stock for 100-150% returns in 1-3 months is ready🚀
69
60
925
📌 In next 1-2 years :
Skipper target 500
Genus Power target 500
Olectra Greentech target 3000
Waaree Renewable target 2000
RVNL target 500
Dixon target 10,000
Yatharth Hospital target 1000
Netweb target 2000
Note - management is able to walk the talk then...
40
148
725
🚨 Next stock that can give 100% returns in 1-2 months is ready!
Coming soon...🚀
44
45
584
📌After Waaree Renewable fastest 100% returns record 🎉
Next came in Oriana Power in last 21 days 🔥
Today 100% came in Pratham EPC in 21 days 💚
#WaareeRenewable
#OrianaPower
#PrathamEPC
#WaareeRT
#waaree
#TrueRE
#WaareeRTL
#Oriana
#Pratham
17
21
367
🚨
#IREDA
solid projections upto FY2030 🔥🚀💥
My 1st target here has always been of 1L crore Mcap 💯
11
52
338
📌This is 6.5 lakh crore opportunity alone for next 25 years. On an avg. it is 26,000cr opportunity every year !!!
Mcap of Advait Infra 2000cr only💥
Mcap of Oriana Power 4500cr only 🔥
Both Advait and Oriana have bid for SECI tender for electrolyser
#AdvaitInfra
#OrianaPower
India's Green Hydrogen Electrolyzer Market is set to grow significantly, reaching $78 B by 2050✨️
5
23
246
14
204
916
🚨 LPG connections to all households via pipelines by 2029 will be a 75,000 crore capex plan by Govt.
My target in this stock is 30x !!! 🔥 🚀
Mcap 319cr, In last 3 sessions it has given 50% returns 🔥
#PrathamEPC
📌 Theme <> By 2029 LPG pipelines to all households - PM Modi's next big plan revealed in BJP manifesto 2024
"Pratham EPC" has 700cr order book it will be executed over next 3 years
140 Cr - FY 25
200 Cr - FY 26
300 Cr - FY 27
#PrathamEPC
A thread 🧵 👇 (1/n)
6
40
224
12
67
287
Bear 🐻 gang has attacked
#WaareeRenewable
!!!
When all retailers will book loss, fall will stop. Current volume 8L shares for sale!!!
At every level of going down, more players placing sell orders due to panic
Stock is down 42% in 2 weeks 😳!!!
#WaareeRTL
#WaareeRT
#waaree
55
22
279
📌Advait Infra - recently ace investor Ashish Kacholia also entered the stock🔥💥🚀
#AdvaitInfra
6
45
275
🚨
#Shilchar
- bola tha June ka wait kro!
Current capacity 4000MVA
Capacity expansion 3500MVA (+87.5%⬆️)
Existing capacity running at 100% utilization 🔥🚀
New capacity will be live by July end !
Stock is available at 15-20% discount from ATH, will add more ++ ❤️
6
44
234
📌 Theme <> By 2029 LPG pipelines to all households - PM Modi's next big plan revealed in BJP manifesto 2024
"Pratham EPC" has 700cr order book it will be executed over next 3 years
140 Cr - FY 25
200 Cr - FY 26
300 Cr - FY 27
#PrathamEPC
A thread 🧵 👇 (1/n)
6
40
224
🚨 keep IREDA, Shakti Pumps, IRCON, Shilchar in watchlist for tomorrow ++++
10
11
209
📌Analysed
#Izmo
today - can be a 2-3x opportunity as per fair value at 20-30 PE in next 3-4 years if they achieve 500cr sales target which they have set for next 3-4 years
11
26
194
🚨Moschip , Mcap 2438cr
BIG NEWS 🔥🚀👌
Moschip secured 509.37 crore contract from the CDAC, Ministry of Electronics and Information Technology
Contract includes the design, development and delivery of an HPC SoC based on 5nm technology
++ keep in watchlist on Monday
4
29
185
🚨 Nirman Agri Genetics
This can also become 10-20x from here in the next 3-4 years as the MD of the company has said they want to become one of the biggest companies in seed segment in next 3-4 years
A thread 🧵 (1/n)👇
#nirmanagri
🚨 Next stock for 100-150% returns in 1-3 months is ready🚀
69
60
925
13
48
184
📌Today's update:
Advait 5% upper circuit 🚀
Dynacons 11% up ❤️
Kp Energy 5% upper circuit 💥
Likhitha 7% up 🔥
Netweb 5% upper circuit 🔥
Oriana 5% upper circuit 🚀
Pratham 10% upper circuit 🚀
Talbros 5% upper circuit 🚀
Waaree Renewable 5% upper circuit 🚀
Ireda 5% up ❤️
📌 Today's update:
Dynacons 20% upper circuit 🔥
Pratham EPC 10% up 🚀
Advait Infra 5% upper circuit 💜
Oriana Power 5% upper circuit ♥️
Waaree Renewable 4.5% 👌
1
5
56
10
27
177
📌Waaree Renewable to be included in MSCI smallcap index from tomorrow 💥🔥❤️🚀
$13M fund flow expected
Src - Nuvama
#WaareeRenewable
#WaareeRTL
#WaareeRT
#waaree
14
30
172
📌
#AdvaitInfra
🔥💥🚀
Mcap only 1500cr, huge potential
Promoters stake 73.5%, no pledge
#GreenHydrogen
1 GW electrolyser manufacturing cost- 5000 Cr
Target 100 GW by 2030 - 5 L Cr Market
12
14
112
4
25
172
📌 Stock name coming soon...please keep patience till then
9
10
165
🚨
#MehaiTech
Mcap 65cr, Order win 855cr for solar streetlights !!!
Promoters is a listed SME - Dynamic Services & Security Limited
++ keep in watchlist for tomorrow (both the companies)
#DynamicService
10
17
166
#RVNL
taught me Power of Compounding in a big way. My buy price was Rs 30 and a single stock rose by Rs.74 today which is a 246% gain in a single day 🔥💥🚀
Now imagine RJ's compounding in Titan in a single day
That's compounding for you, which long term investors enjoy !!!
6
8
157
📌ORIANA POWER - NEXT WAREE RENEWABLE 🔥🚀
• Company has a decade+ history, started in 2013. Speciality or Edge - some of the largest floating solar projects delivered
This is a thread (check comments for full read, you will love it) 🧵👇
(1/n)
#OrianaPower
#TrueRE
#Oriana
13
19
73
10
39
155
#WaareeRenewable
got added in MSCI Index at 2500 level, MSCI buying begins from 1st June and retailers could have sold their stocks to FII at 2500+ levels, but instead they choose to panic sell in the name of overvaluation
#WaareeRTL
1 year forward PE is just 50 !!!
#WaareeRT
Bear 🐻 gang has attacked
#WaareeRenewable
!!!
When all retailers will book loss, fall will stop. Current volume 8L shares for sale!!!
At every level of going down, more players placing sell orders due to panic
Stock is down 42% in 2 weeks 😳!!!
#WaareeRTL
#WaareeRT
#waaree
55
22
279
31
16
155
🚨Keep Insolation Energy, Swelect, Alpex Solar in focus for tomorrow because of USA has put a duty of 50% on Chinese panels ++
#Insolationenergy
#Swelect
#Alpex
List of Solar panel manufacturers. USA has put a duty of 50% on Chinese panels
18
116
622
12
29
152
📌 DCG Cables -
Devang Patel, MD says :
- we are going from B2B to enter now in retail
- we are going from domestic to now look into exports
- targetting 70-80% growth in FY25
A thread🧵(1/n)👇
#dcgcables
3
18
146
📌Waaree Renewable will sooner or later come back to 2500
It is a strong resistance level, will need big news to overcome it to then reach 2800, 3000 which will be next resistance
#WaareeRenewable
8
13
143
📌 Shilchar Tech, Indotech Transformer, Transformer Rectifier India (TRIL), Zomato, IREDA, Angel One, KP Energy, Kpi Green will be in focus for tomorrow +++
6
20
143
Waaree Renewable 🎯
Netweb 🎯
Waaree Renewable target will be revised after seeing Q4 numbers on 10th
Oriana Power target 8K in next 2 years
Netweb target revised to 3K
📌 In next 1-2 years :
Skipper target 500
Genus Power target 500
Olectra Greentech target 3000
Waaree Renewable target 2000
RVNL target 500
Dixon target 10,000
Yatharth Hospital target 1000
Netweb target 2000
Note - management is able to walk the talk then...
40
148
725
10
20
141
📌Waaree Renewable target done, infact it reached 3000 🔥
++ adding one more to the list 👇
Oriana Power target 8000
📌 In next 1-2 years :
Skipper target 500
Genus Power target 500
Olectra Greentech target 3000
Waaree Renewable target 2000
RVNL target 500
Dixon target 10,000
Yatharth Hospital target 1000
Netweb target 2000
Note - management is able to walk the talk then...
40
148
725
9
18
140
Green Hydrogen electrolyser manufacturing plant comissioned recently by
#AdvaitInfra
market cap 1400cr. Q3 results were 🔥. China controls 79% world market share of this segment, imagine when world starts to look for China+1 partner or diversifying its vendor !
Annual Growth rate of Clean energy/Application worldwide
🔰Hydrogen Electrolyser 360%⬆️
☀️Solar 85%⬆️
🌪️Wind 60%⬆️
🔋EV 35%⬆️
Huge Tailwind , Sector itself growing rapidly
20
35
306
8
21
137
#OrianaPower
trades at FY26 forward PE of 13.8 (if they do 150% CAGR growth in FY25 and FY26)
#NirmanAgri
trades at FY25 forward PE of 9.6 (if they do 250% growth as mentioned in investor presentation in exchange filing on 1st July, 2024)
Assumption - margins remain same
4
20
136
#data
centre to grow in 50% cagr till 2030( ai alone will drive 10-20% growth ) in India .
@ManishK46113331
@Vismaya9999
@ArindamPramnk
@AdeptMarket
List of Indian Stocks which will be biggest beneficiaries are
Power
Abb india , Siemens , GE t&d , Schneider electric
6
40
217
5
31
136
Sell your house and buy Indian stocks kyuki India ka bhaw badhne wala hai 💥🔥🚀
17
4
134
📌TGL 210 to 479, 128% returns in less than a month as said 💥🚀🔥❤️✌️👇
11
4
132
Teerth Gopicon it is 📌
A thread (1/n)👇
#TGL
#TeerthGopicon
🚨 Next stock that can give 100% returns in 1-2 months is ready!
Coming soon...🚀
44
45
584
6
22
130
🚨 Oriana Power H2 results:
Revenue up 395% vs H1🔥 🚀
PAT up 750% vs H1 🔥 🚀
PE will crash from current 291 to just 50 post adjustment of this H2 EPS and forward EPS is very cheap !
Mind blowing results, more than expected numbers delivered !!!
#OrianaPower
#TrueRE
#Oriana
🚨
#Oriana
current PE 291 🔥
If results come in line as per expectations PE will crash to 100 post results EPS adjustment 🔥
high expectations , nervousness !
Expected 350cr+ annual sales means 286cr H2 sales and 10% PAT margin and 17% OPM
#OrianaPower
#TrueRE
12
3
42
12
23
126
🚨
#PrathamEPC
shares available at huge bargain of 33%, fell from ₹497 to ₹330
Mcap 587cr
It has 700cr+ order book it will be executed over next 3 years
140 Cr - FY 25
200 Cr - FY 26
300 Cr - FY 27
👆 Management had said about revenue expectations ahead in pre-IPO interview
🚨Pratham EPC H2 results :
FY24 vs FY23 :
Revenue 42% up👌
PAT 126% up 🔥
Cashflow from operating activity -9cr vs -7cr (-ve)
Short term borrowings 1cr vs 10cr (+ve)
Long term borrowings 3cr vs 4cr (+ve)
H2 FY24 vs H2 FY23 :
Revenue 11% up
PAT 75% up
(1/2)
#PrathamEPC
5
6
41
5
23
125
📌 Waaree Renewable will come back up and make new ATH 🔥, all negative minds and overvaluation punters note it down 💯
#WaareeRenewable
#WaareeRTL
#WaareeRT
#waaree
26
11
123
📌 Today's update:
Skipper 8% up 🔥
Ireda 7% up🚀
E2E 5% upper circuit💥
Waaree Renew 5% upper circuit❤️
Kpi Green 5% upper circuit💯
Pratham 5% upper circuit💙
TRIL 5% upper circuit 🔥
Indotech 5% upper circuit 🚀
Shilchar 5% upper circuit💕
Kp Energy 4.5% up💗
Advait 4% up💚
📌Today's update:
Dynacons 15% up 💥
Pratham EPC 10% upper circuit 🔥
Talbros 5% upper circuit 💙
Waaree Renewable 4.74% up ❤️
Likhitha Infrastructure 4.5% up 🚀
Utkarsh SFB 4.5% up ✨
Vishnu Prakash 4.5% up💚
3
9
66
8
17
122
🚨 My bet in smart meters theme is on Genus Power.
Mcap : 5937 crores.
They are
#1
in smart meters in Asia.
They have order book of 22000+ crores.
They have partnered with GIC for managing the financing part.
Another good smallcap bet is HPL Electric
7
33
121
📌Today's update:
Kpi Green 5% upper circuit 💥
Waaree Renewable 5% upper circuit 🔥
Pratham EPC 5% upper circuit ❤️
Shilchar 5% upper circuit 🚀
KP Energy 5% upper circuit 💎
Genus Power 5% upper circuit 🌟
Netweb 5% up🎉
SkyGold 4% up 💐
📌 Today's update:
Kpi Green 5% upper circuit 💥
Oriana Power 5% upper circuit 🔥
Pratham EPC 5% upper circuit 🚀
Waaree Renewable 4% up ❤️
SkyGold 4% up ✨
2
1
16
8
18
121
#WaareeRenewable
4000cr worth orders will come soon 🔥 🚀
Company will jump on the
#BESS
bandwagon, Govt. plan 47GW, waiting for policy 🔥 Big new opportunity !
5% BESS is mandatory with Govt. policy as of now, slowly will be increased
#waaree
concall insights👇
#WaareeRTL
#Waareertl
con-call notes
🚀 EPC business is a long haul business not a Q-o-Q one
🚀 Strong +ve on Growth, Momentum, Performance, Oppty View
🚀 Existing Cap. is enough 2 execute more than current Order Book (is a platform business not Mfg business)
💡Other points in screenshot:
2
11
45
20
19
121
📌 Oriana Power - FY24 revenue 383cr, these 3 projects👇 itself worth 771 crores 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
(1/n)
#OrianaPower
5
11
120
🚨 Waaree Renewable results on 10th May....jiss result date ka tha intezaar finally !
Expectations : 550-700% jump in Revenue and PAT
#WaareeRenewable
#WAAREERTL
#WaareeRT
#waaree
#WaareeRTL
11
15
119
📌China added renewable installations of 36GW in 2 months, India added 18GW in entire FY24
A thread (1/n)👇
#RenewableEnergy
#solar
#wind
#EPC
7
24
117
India announces second tender for green hydrogen subsidies, capped at 450,000 tonnes per year
Guidelines for the tender show that there will be two separate pots of funding available
0
10
94
1
16
116
🚨 Ashish Kacholia enters Walchandnagar with 3.17% stake in March 2024 shareholding release, in Dec 2023 it was either less than 1% or 0
#Walchandnagar
has been in my watchlist for Nuclear theme
Mcap 951, fundamental parameters of the company are pretty weak rn
6
21
113
🚨 30GW floating solar potential !!!! 🔥
1MW = 5cr
Oriana is good in floating solar and did only 1MW biggest project till now !!!🔥
Waaree Renewable also is good in floating solar 🔥
#WaareeRenewable
#waaree
#WaareeRT
#WaareeRTL
#OrianaPower
#TrueRE
11
16
112
📌Oriana already discussed 20% correction means ready for 50% upside and 30% correction means ready for 100% upside 🚀🔥
Some people raised concern about debt but that's very incorrect way to see as Debt to Equity came down from 2.29 to 1.27
#OrianaPower
#Oriana
#TrueRE
9
8
112
Green Hydrogen - 14x Growth over 2030-50
Green Hydrogen Demand to be at 2 Mntpa by 2030 and expected to grow to 28 Mntpa by 2050
Exports would be additional
All depends on cost metrics
6
32
178
1
16
112
📌 Private defence companies revenue will grow by 20% - CRISIL
3
6
109
🚨 Waaree Renewable 1018% (10x) returns in 1 year !!!
#1
in Solar EPC in India
#WaareeRenewable
7
11
107
📌
#RVNL
target 500 done🎯, revised target 1000 in next 5 years 👇
📌 In next 1-2 years :
Skipper target 500
Genus Power target 500
Olectra Greentech target 3000
Waaree Renewable target 2000
RVNL target 500
Dixon target 10,000
Yatharth Hospital target 1000
Netweb target 2000
Note - management is able to walk the talk then...
40
148
725
9
8
104
🚨 HPL Electric & Power Limited has received Work Orders/Letter of Award of INR 2100.71 Crores 🔥 - 9:37:55am exchange filing
Mcap 3000cr, FY24 sales 1461cr
#HPLelectric
6
9
106
Oriana Power 100% returns done in less than 1 month from 850 to 1699 high on Tuesday🎯 ✅
#OrianaPower
#Oriana
#TrueRE
1
1
24
10
12
103
🚨 Thaai Casting results :
Fy23 vs Fy24
86 % jump in revenue and 100% jump in PAT, good results 👌🔥🚀
#ThaaiCasting
10
12
104
📌 Today's update:
Nirman Agri 10% upper circuit 🔥
Advait Infra 5% upper circuit 💥
E2E 5% upper circuit 🚀
Oriana Power 5% upper circuit 💚
SkyGold 5% upper circuit 🎉
4
7
102
🚨 Tomorrow most probably
#KpiGreen
(300MW order) and
#Netweb
(National AI mission 10,372cr) will be in 5% upper circuit
#RVNL
5% up (2Kcr order)
#SJVN
5% up (600MW order)
#tatachemicals
,
#TATAPOWER
5%+ down (News of Tata Sons IPO not coming)
#Titagarh
(1900cr order)
10
15
102
📌 cheers🥂
Insolation Energy 5% UC
Swelect 5% up
Alpex 5% UC
Australian Premium Solar 5% UC
Siemens 7% up
Party Cruisers was up 10%
Dynamic Cables was up 5%
Oberoi Realty was up 5%
🚨Keep in watchlist for tomorrow : Insolation Energy, Swelect, Alpex, Australian Premium Solar, Siemens , Party Cruisers, Dynamic Cables, Oberoi Realty
3
11
97
3
3
97
📌 keep in watchlist for tomorrow +++
Piccadilly Agro huge 1000cr fund raise at 4000cr Mcap + good results given
Rpp Infra 400cr order win Mcap 400cr
KP Energy good results and order win + PE is just 46 compared to sectoral avg.
Kpi Green, Olectra results on 25th April
3
8
96
🚨Keep in watchlist for tomorrow : Insolation Energy, Swelect, Alpex, Australian Premium Solar, Siemens , Party Cruisers, Dynamic Cables, Oberoi Realty
3
11
97
Wind installation 100% Yoy growth expected 🔥💥🚀
My top pick : KP Energy (wind + solar EPC)
Other picks : Sanghvi Movers, Crown Lifters, TRIL, Shilchar
#KPEnergy
#SanghviMovers
#CrownLifters
Power - Wind Sector - 100% Growth in FY 2024-25
Wind Power expected YoY growth of 100% in installations during 2024-25 - 6.5 GW
Singhvi Movers has 70%+ market share in crane rental of Wind Sector- Lot depends on the company - High probability company coming out with plans
4
16
100
4
23
95
📌 DOBARA MAT PUCHNA KYA STOCK LENA SAHI RAHEGA FOR NEXT 2-3 YESRS, MOST ARE SMALLCAP, STUDY AND INVEST AS PER YOUR RISK APPETITE
Thread 👇
Renewable & Green Energy- Waaree Renewable, KPI Green
AI/ Datacenter - Netweb, E2E
EV- Talbros Automotive, Olectra Greentech
(1/n)
4
23
93
🚨
#CochinShipyard
bags international order from North Star Shipping worth 60 million euros - The shares of CSL have already rose by 47.32% in the last one month and 248% in last six month. The shares also rose nearly 10% on Monday to hit a fresh 52-week high of Rs 2,100
2
12
92
📌
#Bondada
wins 316cr order for 3 years term from Reliance Projects 🔥🚀💥
Month back they won 900cr order
Promoters seem genuine and good, growth of 100%+ expected in FY25
Been covering this from 1500cr Mcap, and now we are 5500cr Mcap
0
12
92
📌Oriana already discussed 20% correction means ready for 50% upside and 30% correction means ready for 100% upside 🚀🔥
If the stock closes in LC and opens tomorrow then it will be almost 20% down from the top !
I am waiting for 30% correction
#OrianaPower
#Oriana
#TrueRE
📌Oriana already discussed 20% correction means ready for 50% upside and 30% correction means ready for 100% upside 🚀🔥
Some people raised concern about debt but that's very incorrect way to see as Debt to Equity came down from 2.29 to 1.27
#OrianaPower
#Oriana
#TrueRE
9
8
112
8
10
91
#Suzlon
FACT - many people don't know !
Suzlon, India current CEO is ex - Waaree Renewable CEO, had moved in Feb, 2024. The same guy built from scratch & headed Reliance's Renewable Arm (19 years) 🔥💥❤️🚀
Suzlon secures a new 551.25 MW order for the 3 MW series from Global Indian Conglomerate, Aditya Birla Group
At Suzlon, we are transforming the environment and uplifting communities through sustainable energy solutions.
Know More:
7
21
125
4
14
91
#TRIL
#SHILCHAR
🔥
TRIL Mcap 9000cr, ongoing negotiations 17000 crore worth of orders (pipeline)
Shilchar running 100% capacity, new capacity expansion expected to be live by June/ July. Expanding from 4000MWA to 5500MWA in June. And 2nd phase of expansion is to reach 7500MVA
INDIA REQUIRES A SUBSTANTIAL 4.75 LAKH CR TRANSMISSION CAPEX IN THE TRANSFORMERS SECTOR TO BOOST RENEWABLE ENERGY INTEGRATION BY 2027 🔥
AS A RESULT OF WHICH, ALL THE COMPANIES IN THE TRANSFORMERS SECTOR ARE UNDERTAKING CAPACITY EXPANSION
THIS ITSELF IS A HUGE POSITIVE FOR THE
18
31
246
7
19
92
📌 I am completing my research, please keep patience, a thread will be posted with all info so you can read and take a decision. Research takes time.
4
5
92
📌This pipelines capex plan is of 75,000 crores I read in a news article. One more company in this is
#Likhitha
#PrathamEPC
📌 Theme <> By 2029 LPG pipelines to all households - PM Modi's next big plan revealed in BJP manifesto 2024
"Pratham EPC" has 700cr order book it will be executed over next 3 years
140 Cr - FY 25
200 Cr - FY 26
300 Cr - FY 27
#PrathamEPC
A thread 🧵 👇 (1/n)
6
40
224
2
13
91
🚨
#NatcoPharma
current PE 15 !!! Median PE 26, one of the fundamentally strong pharma co. in API and contract manufacturing
ROCE 30%, ROE 25%, PEG 0.9, Debt to Equity 0.06
Compounded Sales Growth :
3 Years : 25%
TTM : 48%
Compounded Profit Growth :
3 Years : 49%
TTM : 98%
0
8
90
🚨
#GenusPower
superb set of numbers as expected🔥💥🚀
- Mcap 9600cr
- part of my last year's diwali picks
- GIC Singapore partnership of 1.4B dollars
- Asia's
#1
in smart meters
- 1.1cr annual meters capacity
- order book 22,000 crores
1st Target given : ₹500, CMP ₹318
Genus Power - Q4 FYE 2024 - Super Blast
Smart Meters Execution started by Market Leader
- 60% QoQ in Smart Meter revenue
- 60% more higher than HPL Electric (capacity not fylly utilised) with higher margins
EPS Growth
QoQ - 300%+
YoY - 280%+
Full Year - 185%+
Finally
2
21
119
1
26
89
📌 Who else can benefit from these Solar Pumps?👇
Read >>
#AdvaitInfra
Keep an eye on 8th july for that is when the 35,000 pumps tender of solar pumps installation by Haryana govt will be opened if everything goes on schedule.
#SHAKTIPUMPS
will be a big beneficiary of this. This is roughly a 1200 cr tender. So even if it gets 30%, it would add mean
17
43
282
3
23
88
🚨Good news for Oriana Power and Waaree Renewable 👇
India has a potential of 280-300GW of floating solar
New RE park scheme may provide subsidies for floating solar projects
#OrianaPower
#Oriana
#TrueRE
#WaareeRenewable
#WaareeRTL
#WaareeRT
#waaree
2
13
86
📌 I think tomorrow will be the last lower circuit for Waaree Renewable from where it will reverse...chart says so...lets see!
#WaareeRenewable
#WaareeRT
#WAAREERTL
#waaree
#waareerenewables
11
10
86
🚨 Waaree Renewable added in MSCI smallcap index (final confirmation, list out)🔥💥🚀👇
#WaareeRenewable
#WaareeRT
#WaareeRTL
#waaree
📌Waaree Renewable to be included in MSCI smallcap index from tomorrow 💥🔥❤️🚀
$13M fund flow expected
Src - Nuvama
#WaareeRenewable
#WaareeRTL
#WaareeRT
#waaree
14
30
172
8
19
85
📌RBM Infra has become 9x in 1 year
Revenue , PAT in increasing trend, Mcap 480cr now only, OPM also increasing, Promoters 72% holding rest with 477 shareholders only in public so good, debt reduced from 8cr to 2cr, soon may become debt free
A thread 👇 (1/n)
#RBMInfra
3
6
86
🚨 Waaree Renewable Q4 :
Revenue up 349% YOY
PAT up 350% YOY
QoQ degrowth
Results below expectations
Stock trades at 180 PE as per CMP of Rs. 2564
Will continue to hold my positions for long term
#WaareeRenewable
#WaareeRTL
#WaareeRT
#waaree
22
9
85
📌 Today's update:
Oriana Power 5% upper circuit 🚀
Pratham EPC 5% upper circuit🔥
Waaree Renewable 5% upper circuit💥
Kpi Green 5% upper circuit❤️
SkyGold 5% upper circuit💚
Kp Energy 5% upper circuit🎉
Deepak Nitrite 5% up😍
📌 Today's update:
Oriana Power 10% upper circuit 🔥
Pratham EPC 5% upper circuit 🚀
Waaree Renewable 5% upper circuit 🩷
Kp Energy 5% upper circuit 👌
Netweb 5% upper circuit 💚
E2E 5% upper circuit 💛
Talbros Automotive 5% upper circuit ❤️🔥
Restaurants Brand Asia 5% up 🩶
4
4
49
3
13
83
This is big in transmission sector 🔥💥🚀
Some good stocks that also posted good results:
#Skipper
#Viviana
#Bajel
ET NOW Exclusive | Announcement of 50,000 MW transmission projects likely in the upcoming budget
Here is
@priyadarshi108
with the details
3
21
117
5
21
83
Breaking New Ground in Water Management!
Genus proudly announces the first shipment of our Smart Ultrasonic Water Meters DN20 to Australia! Equipped with advanced LoRa technology for remote monitoring and approved under the Watermark™ certification, our meters meet all
2
18
76
3
11
82
🚨 Oriana Power wins new ground mounted solar power plant order of 70MWp
#OrianaPower
#Oriana
#TrueRE
6
10
83
📌 ABS Marine wins 102cr order from ONGC 💥🔥🚀
Mcap 879cr, FY24 sales 135cr
Detailed Thread about the company below 👇 As per my reading, company is fundamentally very strong and below 1000cr Mcap how many companies you get with strong fundamentals
#AbsMarine
If i get more details will share, co. is good and genuine, current PE of 35 is not that expensive also
📌ABS Marine -
* was incorporated in 1992 and is a shipbuilding and ship repair company. does Ship Management, Ship Owning, Marine Services, Port Services
A thread 👇 (1/n)
2
5
51
3
15
83
📌Netweb Tech awesome Q4 results ❤️
Revenue 116% jump Yoy, 4.5% jump Qoq 🔥
PAT 181% jump Yoy, 14% jump Qoq 💥
Debt reduced from 93cr to 12cr 🚀
#NetwebTech
8
10
83
📌Waaree management had said - they have 9GW order in pipeline and their historical conversion rate has been 30-40%. If I take 3GW order win also...after this discussion company has won 1.2GW till now means 1.8GW orders may come 😀, one big order and UC euphoria starts again 😂
10
5
82
Waaree Renewable's results would beat Oriana's growth % my estimates are 700-800% growth Yoy as per management guidance of 450MW no., NDTV profit analyst says 550% Yoy growth on a conservative basis. Now waiting for results lets see
#WaareeRenewable
#Waaree
#WaareeRT
#WaareeRTL
8
10
81
🚨KPI Green Energy Limited has informed the exchange about receiving new order of 74.30 MW Solar Power Plant under CPP Segment including 20 MW Solar Power Project being part of wind-solar.
#KpiGreen
4
7
81
🚨KPI Green Q4 results
58% Yoy growth in sales
38% Yoy increase in PAT
Qoq Profit and sales declined
was expecting 100%+ Yoy growth
#KpiGreen
18
5
80
#TeerthGopicon
H2 results
Now the PE has crashed from 134 to 20 🔥💥🚀
FY24 vs FY23 comparison -
Revenue jump 167% Yoy
PAT jump 580% Yoy 🔥
H2 FY24 vs H2 FY23 comparison -
Revenue jump 500% Yoy
PAT jump 600% Yoy 🔥
H2 FY24 vs H1FY24 comparison -
Revenue jump 80%
PAT jump 137%
3
14
80
📌
#PFC
posts 20-25% growth in earnings at a PE of 6 , bahut na insaafi hai....keep in watchlist for tomorrow+++
3
5
76
📌 Today's update:
JTL Industries 10% up 🚀
NTPC 9% up 🔥
RVNL 6% up 💥
Dixon 5% up ❤️
Waaree Renew 5% upper circuit 🥰
Teerth Gopicon 5% upper circuit 😍
Oriana 5% upper circuit 🎉
Advait Infra 5% upper circuit 🥂
E2E Networks 5% upper circuit 💗
Shilchar 5% upper circuit 💯
🚨 Today's update:
Waaree Renewable 5% upper circuit 🔥
Oriana Power 5% upper circuit 🚀
Talbros Automotive 5% up
E2E Networks 5% upper circuit 💗
Paytm 5% upper circuit 🎉
1
4
22
4
6
78
📌 growth k picche bhaago, returns jhak maar k tumhare portfolio k picche bhagega 🫶
7
3
75
📌ORIANA POWER - NEXT WAREE RENEWABLE 🔥🚀
• Company has a decade+ history, started in 2013. Speciality or Edge - some of the largest floating solar projects delivered
This is a thread (check comments for full read, you will love it) 🧵👇
(1/n)
#OrianaPower
#TrueRE
#Oriana
13
19
73
1
14
75