Chetan Patel

Investor. Long on India 🇮🇳

[Chetan Patel @Chetan_Patel03]

Bansal Wire Industries Logo bery similar to TSMC.

[Chetan Patel @Chetan_Patel03]

Jitna socha tha utna capex nahi karna padega on electricity.

[Chetan Patel @Chetan_Patel03]

BESS could deliver 10-15 mins of energy during peak hours and reduce the requirement of large total buildouts.
Energy stored during afternoon during extra production and deploying it in evening or night time during low production.

[Chetan Patel @Chetan_Patel03]

Significantly reduces the estimated required capacity for peak hours. Transmission distribution generation all gets a little help.

[Chetan Patel @Chetan_Patel03]

Lot of Demand for equipments, capacities, projects, construction all coming from Bengal after the elections. Very postive for companies operating out of Bengal for next 2-3 years. New Government. New Push.

[Chetan Patel @Chetan_Patel03]

Refex Industries - "We are the most preferred partner to with, in terms of thermal power plants in India".

Coal and Ash Handling and Wind Energy Business.

[Chetan Patel @Chetan_Patel03]

🚨Ashok Leyland -

👉Commodity prices would be higher in Q2 than in Q1.

[Chetan Patel @Chetan_Patel03]

@BRICSinfo Indeed

[BRICS News @BRICSinfo]

JUST IN: 🇮🇷🇺🇸 Iranian President Pezeshkian and Parliament Speaker Ghalibaf call to end the war against US and seek peace.

[Chetan Patel @Chetan_Patel03]

@CNBCTV18Live @VivekIyer72 FIIs - Jo chad chuka he bech do

[Chetan Patel @Chetan_Patel03]

@CNBCTV18Live @VivekIyer72 Supply increases in an upwards market conditions

[Chetan Patel @Chetan_Patel03]

KRBL Concall Snippet.

India Production : 546>537 mmtpa
Consumption : 539>543 mmtpa
Government Buffer : 3x of norms
Freight costs : 10x, $500>$5000
Realizations : 20% higher YoY.

Demand is back. Channel Inventory is dried up. Promising situation.

#rice #news #invest

[Chetan Patel @Chetan_Patel03]

Sugar Production is only going to Decrease by 10-12% of previously Estimated numbers.

Chill.

[Chetan Patel @Chetan_Patel03]

Go Sugar Free.
Sugar Free India.

Modi ji ka Ye Campaign hi ab hame bacha sakta he.

[Chetan Patel @Chetan_Patel03]

By each and every parameter, FirstCry is looking very Good.

Hard to ignore lag raha he.. lekin market sath nahi de raha.

[Chetan Patel @Chetan_Patel03]

@v1114s Just dont sell for 2-3 yrs. Aakh ke saamne 10x he

[Chetan Patel @Chetan_Patel03]

Pata nhi kisiko dikh kyu nahi raha.. Sambhv Steel Tubes Growth ke Rocket pe baitha hua he..
Agle 2-3 saal me Easy 10x company he.

[StockScans By SOIC @stockscansin]

Recently Listed IPO: Manipal Heath Enterprises Ltd.

- Growth was driven by patient volumes rather than pricing, with six centers of excellence now contributing about 65% of revenue and IP revenue across those specialties up 45%.

- Management attributes the dip from 26.5% to 25% to a one-off material cost
benefit in Q1 last year from a pre-acquisition Medica contract, plus fully staffed doctor costs at two new
Bangalore greenfields in early ramp phase.

Read full Concall at: https://t.co/ITjUx1ddeu

Disc: Not a Buy/Sell Recommendation

[Equity Insights Elite @EquityInsightss]

Leela continues to outperform the sector by a wide margin

From FY20-26, its RevPAR growth has been 1.4x that of the luxury hospitality sector & 1.6x that of the overall Indian hospitality sector

Markets always reward companies that outperform the industry growth signficantly

We continue to ride 🔥

[Chetan Patel @Chetan_Patel03]

@rohan_yadav18 MUFG me kaam karte ho kya

[Chetan Patel @Chetan_Patel03]

@lisathebeauty1 True