Ajit Murur

[Zoheb | Building SensaMarket @zoheb_ab]

How to lead across generations

[ICICI Direct @ICICI_Direct]

Fundamental Picks – July 2026
Reply with a 👍🏻 if you're holding any of these stocks in your portfolio!

ICICI Direct Research Report Link: https://t.co/Oor7hGuqY9

[ICICI Direct @ICICI_Direct]

Sector Performance – June 2026

Drop a 🩷 for more such insights and share with others!

[Er. Vipin @Er_Vpin]

📊 Earnings Momentum Alert 🚀

Quality businesses don't just grow revenue—they grow profits too.

From the latest large-cap universe, 67 companies reported both sequential Sales Growth 📈 and Profit Growth 💰 in the latest quarter.

🏦 HDFC Bank | ICICI Bank | Axis Bank | Kotak Bank | Bank of Baroda | Indian Bank | Federal Bank

💻 Infosys | HCL Tech | Tech Mahindra | Persistent Systems

⚙️ Larsen & Toubro | Bharat Electronics | JSW Steel | Tata Steel | Vedanta | Hitachi Energy | Polycab

🚗 Tata Motors | Bajaj Auto | Hero MotoCorp | Ashok Leyland

🏭 UltraTech Cement | Ambuja Cements | Grasim | Asian Paints

⚡ Adani Ports | Adani Green | Tata Consumer | Varun Beverages | Apollo Hospitals | Divi's Labs | Lupin | Zydus | Max Healthcare | Fortis Healthcare | Phoenix Mills | Prestige Estates and many more.

📌 Companies delivering growth in both revenue and profitability often deserve a place on every investor's watchlist.

#StockMarket #IndianStockMarket #Investing #Earnings #ResultsSeason #FundamentalAnalysis #Nifty50 #StocksToWatch #LongTermInvesting #WealthCreation

[Er. Vipin @Er_Vpin]

🚨 Q4 FY26 CONCALL & GUIDANCE HIGHLIGHTS 📊

💡 Management guidance provides valuable insights into potential future growth—but execution is what ultimately matters.

Here's a sector-wise snapshot of companies with strong FY27 outlooks 👇

🛡️ Defence
🚀 Zen Technologies → 50%+ growth
💣 Solar Industries → 42% revenue growth
🎯 Krishna Defence → 30–40% growth
📦 Data Patterns → Strong order pipeline

✈️ Aerospace
🛩️ Rossell Techsys → 80–90% FY27 growth
⚙️ Azad Engineering → 25–30% growth
🌍 PTC Industries → Long-term aerospace opportunity

🏢 Data Centers & Infrastructure
🖥️ MTAR Tech → 80% ±5% growth
❄️ KRN Heat Exchangers → 60% growth
🔩 Aeroflex Industries → 35% growth
⚡ TD Power Systems → 30% growth

💻 EMS & Electronics
🖥️ Netweb → 30–35% growth
📱 Avalon → 24–27% growth
🔌 GNG Electronics → 25% growth
☁️ E2E Networks → Hyper growth
🤖 Kaynes → Strong multi-year growth

☀️ Renewables
🌞 Premier Energies → 3–4× revenue in 3 years
🔥 Sarda Energy → 20%+ growth
⚡ Waaree Renewable → 30–40% growth
🏭 JSW Energy → 20 GW target by 2030
🌬️ Suzlon → 4,000+ MW orderbook
🌀 Inox Wind → 1,500–2,000 MW annual execution

⚡ Transformers & Power
🔋 Supreme Power → 50% growth
⚡ TARIL → 40%+ growth
🔌 Yash High Voltage → 50–70% growth
📟 Genus Power → 33%+ growth
🧵 Apar Industries → 15–20% CAGR

🧵 Cables & Wires
🔌 V-Marc → 40%+ growth
📡 HFCL → 20–25% growth
⚙️ KEI → 20%+ growth

🚆 Railways
🚄 Airfloa Rail → 50% growth
🛤️ Frontier Springs → 30%+ growth
🚉 RITES → 15–20% growth
🔩 Ramkrishna Forgings → 80–85% capacity utilisation

💰 Financials
📈 Anand Rathi Wealth → 25% growth
🏦 Northern Arc → 22–25% growth

💍 Gold & Jewellery
💎 PN Gadgil → 25%+ growth
✨ Sky Gold → 30–35% growth

💊 Pharma
🧬 Cupid → 70% PAT growth
💉 Senores Pharma → 50–60% PAT growth
🩺 Kwality Pharma → 50% PAT growth

🧪 Chemicals
⚗️ Neogen → 40%+ growth
🧫 Krishana Phoschem → 35–40%
🧊 Stallion Fluoro → 30–35%
♻️ Pondy Oxides → 20%+ growth

🏗️ Infra & Logistics
🎨 Sirca Paints → 25–30% growth
🏢 Cemindia → 25% growth
🚚 Zinka Logistics → 30%+ growth
📦 Shadowfax → 27–30% growth

♻️ Recycling & Waste
🗑️ Namo e-Waste → 40–50%
♻️ Baheti Recycling → 30–35%
🔄 Gravita → 35%
🚮 Antony Waste → 20%+

💧 Water & Miscellaneous
💦 Enviro Infra → 35–40%
🚰 VA Tech Wabag → 20%+
🛢️ Deep Industries → 30–35%
🛂 BLS International → 20–25%
⛏️ Southwest Pinnacle → 20%+

⚠️ Remember: Management guidance is an outlook, not a guarantee. Always track order inflows, margins, execution, and valuations before investing.

🔖 Save this thread to monitor FY27 performance against management guidance.

#StockMarket #Investing #GrowthStocks #FY27 #Defence #DataCenter #RenewableEnergy #Railways #Pharma #Power #EMS

[ET Money @ETMONEY]

To capture their true investment views, we focused on fund categories that give managers the flexibility to actively shape their portfolios.

We then analysed their moves across:

1️⃣ Cash holdings
2️⃣ Market-cap allocation
3️⃣ Sectoral bets

Let's start with cash holdings.

[Ajit Murur @AjitVMurur]

@Jvm_Manoj Derek Randall

[SANATAN @Eternaldharma_]

Why do millions of Hindus apply Tilak every day?

For centuries, Tilak has been far more than a religious symbol it’s a practice rooted in tradition, mindfulness, and well-being.

The area between the eyebrows, known as the glabella, is rich in sensory nerve endings and is connected to the trigeminal nerve. Gentle pressure in this region has been studied for its potential to:
• Promote relaxation
• Help reduce stress and tension
• Improve sensory awareness
• Support autonomic nervous system balance

Traditional Tilak materials also have unique properties:
🔸 Sandalwood – Naturally cooling and calming.
🔸 Turmeric (Haldi/Kumkum) – Rich in curcumin with antimicrobial and anti-inflammatory properties.
🔸 Vibhuti (Sacred Ash) – Helps absorb moisture and keep the forehead dry.

In Ayurveda, the forehead is associated with the Sthapani Marma, an important point linked to clarity, awareness, and balance.

Modern research is exploring some of these physiological effects, while the spiritual significance of Tilak remains central to Sanatana Dharma.

Ancient traditions often carried practical wisdom alongside spiritual meaning. Tilak is one such timeless practice
where faith, discipline, and well-being come together.

Sanatana Dharma isn’t merely a belief system; it’s a civilization that preserved knowledge through daily practices for thousands of years.

[Ajit Murur @AjitVMurur]

@hungrybaal @benstokes38 @RishabhPant17 Irish have been saying it for long that they are good all by themselves. They are coming good now.

[Ajit Murur @AjitVMurur]

3rd July

Not a strong Nifty close today! It’s not weak just because it’s high of previously range high.

I would have been bullish if Nifty had closed close or above today’s high !

[anand mahindra @anandmahindra]

Alex Karp’s CNBC interview is going to be widely discussed and debated.

My initial take on it:

Some will call Alex’s comments self-serving but there is an underlying argument he makes which I think is worth taking seriously: AI has three layers. Compute. Model. Application.

He argues that critical infrastructure doesn’t run on a model alone, that it needs an application layer sitting on top.

I think he’s right about the stack. I made a version of this argument in my recent letter to TechM’s shareholders this year: AI is like today’s smartphone: remarkable technology, but indispensable only because of the apps and experiences built on top of it. The ecosystem determines who creates lasting value, not the chip or the model underneath.

To be clear, I still believe India should pursue sovereign frontier model development. But if Karp’s hypothesis is right, and the model layer is commoditising, then the verticalization of the compute, models and applications needs to happen at the same time.

For AI services, from his arguments, it appears the more durable commercial and strategic edge is the application layer: model-agnostic, built on whichever open model fits best, carrying decades of enterprise workflow knowledge that no model provider owns.

As Karp says, the application layer “takes a large language model & makes it safe and precise…Everyone gets to ask the basic questions: who owns the data, where is it cashed, are the prompts secure, is this being transferred to you?” And “critical infrastructure does not run these models without an application layer.”

And this criticality is where the stakes are highest: defence, classified programs, regulated industries, where control over data, auditability and governance is non-negotiable, whichever model happens to sit underneath.

The application also has to enable business enterprises to preserve their ‘alpha.’

That’s where I truly believe AI service companies have the edge. Not necessarily in owning the model, but in owning what sits above it.

I’m keen to hear other reactions to his interview…

[Sarath Manari @ManariSarath]

I WILL EXPLAIN IN SIMPLE WORDS WHY VEDANTA OIL & GAS #Vogl , VISL AND VEDANTA POWER ARE RALLYING AND HOW MUCH FURTHER CAN THEY RALLY : -

1. After demerger record date of 1 May, Vedanta gave BSE filing for investors guidance on 16 May explaining cost of acquisition percentage of various demerged companies. PLS See the first screenshot 👇👇

2. So the cost of acquisition per share based on Vedanta demerger record date price of 775.25 are :-

Vedanta oil and gas - 166.25
Vedanta power - 94.60
Vedanta Iron and steel - 52.50
Vedanta Aluminium - 55.30
Vedanta LTD - 404.90

So the above price 👆 is the proportional cost of acquisition of the 5 demerged companies per share based on record date price of Vedanta. PLS Refer second screenshot below 👇 👇

3. Now on 15 June vedanta Aluminium listed at 530 , whereas it's acquisition pricecwas 55.30 ... This was because of the phenomenal growth of Aluminium business... But due to the high price of vedanta aluminium the market participants ARTIFICIALLY valued remaining three demerged companies at extreme discount.

4. HOWEVER IT IS COMMON SENSE THAT HOW CAN THE THREE DEMERGED COMPANIES TRADE AT SUCH DEEP DISCOUNTED PRICE FROM THEIR COST OF ACQUISITION, SUSTAIN FOR LONG ....

👉 VEDANTA OIL IS AT 44 WHEN COST OF ACQUISITION IS 166

    👉 VEDANTA POWER IS AT 48 WHEN COST OF ACQUISITION IS 94

    👉 VEDANTA IRON IS AT 42 WHEN COST OF ACQUISITION IS 52

IN ADDITION ALL THREE COMPANIES HAVE AGGRESSIVE GROWTH AND EARNINGS FORECAST FOR THIS YEAR AS PER RESPECTIVE INVESTOR PRESENTATION GIVEN

5. Price remaied suppressed for 10 days till stocks were in T2T segment. NOW INSTITUTIONAL BUYING HAS STARTED AFTER EXIT FROM T2T SEGMENT AND STOCK PRICE IS RALLYING & GETTING RERATED

6. THE GREATEST DISCOUNT IS IN VEDANTA OIL AND GAS SHARES ... CURRENT PRICE IS JUST 44 WHEREAS COST OF ACQUISITION OF VOGL IS 166 RS PER SHARE ... ASK YOURSELF HOW CAN VOGL TRADE AT SUCH MASSIVE DISCOUNT WHEN IT IS DEBT FREE, MASSIVE CASH FLOW GENERATING, 5300 CR CASH ON BOOKS & 5X CAPACITY EXPANSION UNDERWAY

Pls see third screenshot 👇👇👇... This is from the NCLT Court order approving Vedanta demerger - Clearly Malco energy ( VOGL before demerger) net asset value increased from negative 172 cr to 13507 crores💥 after demerger 👇👇👇

🚨 SO BASED ON ABOVE DATA AND ACQUISITION COST 👇

🔴 VEDANTA OIL AND GAS CAN BECOME A 4X MULTIBAGGER FROM CURRENT PRICE.... 🔥🚀

🔴 VEDANTA POWER CAN GIVE 100% RETURNS FROM CURRENT PRICE..🔥

🔴 . VEDANTA IRON CAN RALLY ANOTHER 10 RS . 🔥

IN MY MEASURED OPINION ALL PATIENT INVESTOR WILL BE REWARDED IN THE LONG RUN

_Not SEBI registered advice. Estimates only - DYOR._

#VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER #vedanta #iron #steel #visl #power #aluminum #vaml

[Ajit Murur @AjitVMurur]

Monsoon is delayed but it’s catching up well. Tata Motors and Mahindra and Mahindra who offer Commercial Vehicles and Tractors respectively shd see buying interest!

Both need good monsoon such that urban n rural transportation and agri based businesses get the confidence to invest for the next cycle of growth.

They buy them on loan from NBFCs. RBI has recently floated a paper to allow NBFCs to access Term Markets for raising capital. That’s another trigger for NBFCs.

[Dr Vikram Sakaleshpur Kumar 🇮🇳 @vikkypaedia]

Nandini, is escorting her master to see her neonate..!! 🙂 Beautiful..!!
#kannada #karnataka

[Ajit Murur @AjitVMurur]

@Kalnirnay Pl add Ritu and Uttarayan / Dakshinayan info for every day in your next calender

[Ajit Murur @AjitVMurur]

Bold strategy!

Entering in market dominated by two giants - Coke n Pepsi and another aspiring giant RIL….

Apparently it’s positioned as Low Sugar carbonated Drink at Premium Price point.

Is it risky strategy from a positional standpoint?

I’m confused how coconut water can be a carbonated drink ? If it’s cola it’s carbonated … if it’s coconut … is it artificially flavoured?

If it’s artificially flavoured carbonated coconut drink … it’s very confusing branding !

[Ajit Murur @AjitVMurur]

Authorities may be compromised … but only because many chartists are promoting it as fresh ATH stock on all charts!

Fundamental influencers position it as multibagger of future due to magical business plans!

Only few like you are raising concern. BTW there are many in this category in Defense, Semicinductor, EMS, CDMA space.

The best part is even Mutual Funds with professional analysts teams buy them.

[Ajit Murur @AjitVMurur]

Bold strategy!

Entering in market dominated by two giants - Coke n Pepsi and another aspiring giant RIL….

Apparently it’s positioned as Low Sugar carbonated Drink at Premium Price point.

Is it risky strategy from a positional standpoint?

I’m confused how coconut water can be a carbonated drink ? If it’s cola it’s carbonated … if it’s coconut … is it artificially flavoured?

If it’s artificially flavoured carbonated coconut drink … it’s very confusing branding !

[Ajit Murur @AjitVMurur]

2 July 2026 – Auto Monthly & Quarterly Sales Update

Auto sales continue to paint an encouraging picture:

🚚 Commercial Vehicles: 30%+ YoY growth
🛵 Two & Three Wheelers: ~10% YoY growth
🚗 Passenger Vehicles: ~5% YoY growth

This is a positive signal for the broader economy.

The auto sector has one of the largest multiplier effects, driving demand across steel, auto components, tyres, batteries, logistics, financing and manufacturing.

The standout is Commercial Vehicles. Strong CV demand generally reflects healthy freight movement, infrastructure activity, construction and replacement demand. It also suggests transport operators are confident enough to invest in fleet expansion.

Growth in vehicle financing is also supportive for NBFCs and banks, although sustained credit growth will depend on asset quality and overall lending trends.

Steady growth in Passenger Vehicles and continued strength in Two & Three Wheelers indicate resilient consumer demand and improving rural and semi-urban sentiment.

Market takeaway:

✅ Positive for Auto & Auto Ancillaries
✅ Positive for Manufacturing
✅ Supportive for Steel and Industrial companies
✅ Constructive for Banks & NBFCs through vehicle financing

If IT earnings also surprise positively over the coming weeks, the Nifty could have a strong platform to challenge and potentially make new all-time highs.