Deepak Bhosle

[Deepak Bhosle @DeepakBhosle]

Happy Rakshabandhan to all.
My beautiful Rakhee, made by my sister, herself.
😊🌺

[Deepak Bhosle @DeepakBhosle]

@CJP_for_India We must return back to ballot paper for voting. This will remove doubts of all the people about the preference of Indian Voter. It will be fair for the ruling party, opposition and we the people of India.

[Sumit Mehrotra @SumitResearch]

छोटी कंपनी में बड़ा धमाका ?

[Deepak Bhosle @DeepakBhosle]

@Dr_MonikaSingh_ You are absolutely right Manish Tiwari ji. There are two category of people who think who are super intelligent and always right ... one is journalists and the other is the me lords.

[M Trivedi | Equity Education @mehul_n_trivedi]

⚡ KAYNES vs SYRMA SGS:

The Hidden Battle Behind India's EMS Niche Boom..... The contrast is difficult to ignore.

📊 Revenue + Margin (FY26 / TTM)

🔹 𝗞𝗮𝘆𝗻𝗲𝘀 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆
• Revenue: ₹3,626 Cr
• EBITDA Margin: 15.8%

🔹 𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆
• Revenue: ₹4,857 Cr
• EBITDA Margin: 11.2%

📌 One is built for 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 + 𝗠𝗮𝗿𝗴𝗶𝗻 𝗟𝗲𝗱𝗲𝗿𝘀𝗵𝗶𝗽.
📌 The other is built for 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱 𝗣𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀.

🚀 𝗞𝗮𝘆𝗻𝗲𝘀 is targeting critical high-value spaces and aggressively expanding into the chip supply chain through its ₹3,307 Cr OSAT semiconductor packaging plant in Sanand, supported by an ₹8,366 Cr order book.

🛡️ 𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦 is expanding horizontally across consumer, automotive, and healthcare markets with a fast-improving working capital cycle, backed by a robust ₹6,770 Cr order book.

The difference is clear:
𝗞𝗮𝘆𝗻𝗲𝘀 = Vertical Integration + Semiconductor Bet
𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦 = Product Diversification + Execution Velocity

Both companies are direct beneficiaries of India's manufacturing push, But investors are backing two very different growth engines.

One wins through 𝗠𝗮𝗿𝗴𝗶𝗻 𝗟𝗲𝗱𝗲𝗿𝘀𝗵𝗶𝗽.
The other wins through 𝗕𝗮𝗹𝗮𝗻𝗰𝗲𝗱 𝗦𝗰𝗮𝗹𝗲.

🎯 The real question is:

Which business model creates more shareholder value over the next decade?

𝗞𝗮𝘆𝗻𝗲𝘀 or 𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦? 👀

🔖 Save this for future reference.

[Kaustubh Yeole @KaustubhYeole]

🚨 𝗘𝘃𝗲𝗿𝘆 𝗖𝗮𝗿 𝗡𝗲𝗲𝗱𝘀 𝗕𝗿𝗮𝗸𝗲𝘀… 𝗕𝘂𝘁 𝗙𝗲𝘄 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗞𝗻𝗼𝘄 𝗧𝗵𝗲𝘀𝗲 𝗦𝘁𝗼𝗰𝗸𝘀! 👀🚗

•Bosch India Ltd

• Rane Brake Lining Ltd

• ZF Commercial Vehicle Control Systems Ltd

• ASK Automotive Ltd

• Uno Minda Ltd

• Sundaram Brake Linings Ltd

As vehicle production, ABS adoption, and safety norms increase, brake component makers could quietly benefit.

🤔 𝗪𝗵𝗶𝗰𝗵 𝗦𝘁𝗼𝗰𝗸 𝗙𝗿𝗼𝗺 𝗧𝗵𝗶𝘀 𝗟𝗶𝘀𝘁 𝗜𝘀 𝗢𝗻 𝗬𝗼𝘂𝗿 𝗪𝗮𝘁𝗰𝗵𝗹𝗶𝘀𝘁? 👀

#AutoAncillary #AutoStocks #MakeInIndia #IndianStocks #StockMarket #Investing

[BookNote @BookNoteApp]

9 books to understand the stock market:

1) The Money Game by Adam Smith

[Raghav Wadhwa @raghavwadhwa]

✨ 17 Companies That Reported Blockbuster Q1 FY27 Results

[PART-2]

✍️Aeroflex Industries Ltd
🔹Revenue: ₹145 Cr 🔼72% YoY
🔹OPM: 23%
🔹PAT: ₹19 Cr 🔼162% YoY

✍️Netweb Technologies India Ltd
🔹Revenue: ₹820 Cr 🔼172% YoY
🔹OPM: 15%
🔹PAT: ₹85 Cr 🔼180% YoY

✍️Balaji Amines Ltd
🔹Revenue: ₹456 Cr 🔼27% YoY
🔹OPM: 25%
🔹PAT: ₹78 Cr 🔼97% YoY

✍️Radico Khaitan Ltd
🔹Revenue: ₹1,684 Cr 🔼12% YoY
🔹OPM: 21%
🔹PAT: ₹230 Cr 🔼69% YoY

✍️PCBL Chemical Ltd
🔹Revenue: ₹2,473 Cr 🔼17% YoY
🔹OPM: 16%
🔹PAT: ₹155 Cr 🔼65% YoY

✍️Apcotex Industries Ltd
🔹Revenue: ₹526 Cr 🔼40% YoY
🔹OPM: 22%
🔹PAT: ₹79 Cr 🔼312% YoY

✍️ACME Solar Holdings Ltd
🔹Revenue: ₹858 Cr 🔼68% YoY
🔹OPM: %
🔹PAT: ₹235 Cr 🔼65% YoY

✍️Craftsman Automation Ltd
🔹Revenue: ₹2,432 Cr 🔼36% YoY
🔹OPM: 16%
🔹PAT: ₹151 Cr 🔼99% YoY

✍️Balkrishna Industries Ltd
🔹Revenue: ₹3,455 Cr 🔼25% YoY
🔹OPM: 22%
🔹PAT: ₹451 Cr 🔼56% YoY

✍️Craftsman Automation Ltd
🔹Revenue: ₹2,432 Cr 🔼36.30% YoY
🔹OPM: %
🔹PAT: ₹151 Cr 🔼99% YoY

✍️Syrma SGS Technology Ltd
🔹Revenue: ₹1,589 Cr 🔼68% YoY
🔹OPM: 10%
🔹PAT: ₹106 Cr 🔼101% YoY

✍️MTAR Technologies Ltd
🔹Revenue: ₹361 Cr 🔼130% YoY
🔹OPM: 24%
🔹PAT: ₹50 Cr 🔼350% YoY

✍️V-Guard Industries Ltd
🔹Revenue: ₹1,811 Cr 🔼23% YoY
🔹OPM: 11%
🔹PAT: ₹130 Cr 🔼76% YoY

✍️TBO Tek Ltd
🔹Revenue: ₹926 Cr 🔼81% YoY
🔹OPM: 15%
🔹PAT: ₹83 Cr 🔼47% YoY

✍️Redington Ltd
🔹Revenue: ₹34,922 Cr 🔼34% YoY
🔹OPM: 2.0%
🔹PAT: ₹453 Cr 🔼77% YoY

✍️P N Gadgil Jewellers Ltd
🔹Revenue: ₹2,413 Cr 🔼41% YoY
🔹OPM: 8%
🔹PAT: ₹105 Cr 🔼52% YoY

✍️R R Kabel Ltd
🔹Revenue: ₹3,168 Cr 🔼54% YoY
🔹OPM: 9%
🔹PAT: ₹205 Cr 🔼117% YoY

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

[Er. Vipin @Er_Vpin]

🚀 Top 10 Stocks That Could Potentially Become 3X Winners by 2029

A 3X stock isn't just cheap—it combines strong earnings growth, sector tailwinds, and valuation re-rating.

🏆 Top Picks

🥇 Shakti Pumps – Solar irrigation boom, strong order book, policy support.

🥈 Tanla Platforms – AI & RCS messaging, asset-light model, high cash generation.

🥉 GMM Pfaudler – Global process equipment leader, capex revival play.

4️⃣ Fairchem Organics – Specialty chemicals, export recovery, margin expansion.

5️⃣ Rajratan Global – Tyre demand recovery, operating leverage.

6️⃣ Hikal – CDMO + pharma recovery, capacity utilization.

7️⃣ SPARC – Pipeline-driven biotech; biggest upside, highest risk.

8️⃣ Prakash Industries – Low valuation, integrated steel & power.

9️⃣ Venky's India – Poultry cycle + processed foods growth.

🔟 63 Moons Technologies – Potential value unlocking, special situation.

Not a recommendation. Do your own research.

#Multibagger #StockMarket #Investing #IndianStocks #LongTermInvesting

[Raghav Wadhwa @raghavwadhwa]

Indo-MIM: The Business Behind the World’s Largest MIM (Metal Injection Moulding) Manufacturer.

A Detailed Thread...🧵👇

[Deepak Bhosle @DeepakBhosle]

@DattaChoud73764 राईट 👍

[CA Vivek Khatri @CaVivekkhatri]

Chemical Sector Ecosystem!!

Save it!!

[Sumit Mehrotra @SumitResearch]

Precision Engg के स्मॉलकैप?

[Advait Arora @WealthEnrich]

Interesting piece on @livemint by Jash Kriplani. Do read it. One key idea that is worth a deeper thought is that momentum isn't always about chasing price.
Improving earnings, business quality & fundamentals often create the strongest momentum much before the market fully recognises it.

[Sector Research 🩵 @SECTOR_RES0123]

✅Buy the companies that make money EVERY time someone trades. 🤯

🏛️ Exchanges & Depositories
• BSE
• MCX
• CDSL+NSDL

📱 Brokerages & Wealth
• Angel One+GROWW+ARSSBL
• Motilal Oswal
• Anand Rathi Wealth+NUVAMA

💰 Asset Management (AMCs)
• HDFC AMC
• Nippon Life India AMC
• ICICI AMC
• UTI AMC

📊 RTAs
• CAMS
• KFin Technologies

[Tejaswi Palam | AI Industrial Shift @TejaswiPalam]

You can buy only ONE stock for next 5 years

1. Polycab
2. KEI
3. APAR
4. RR Kabel
5. Dynamic Cables

Pick one? 👇

[The Indian Investor @Anvith_]

📊 Top Stock Holdings by Akash Bhansali

1️⃣ Gujarat Fluorochemicals – ₹2,394 Cr
2️⃣ Paytm (One97) – ₹940.3 Cr
3️⃣ Laurus Labs – ₹878.4 Cr
4️⃣ Schneider Electric – ₹634.2 Cr
5️⃣ Sudarshan Chemical – ₹531 Cr

🚫 No Recommendation.

Which one stands out to you the most? 👇

[Ankush Prajapati @Mf360WW]

Day 207 | Ethanol Blending in India

India has quietly achieved one of the world's fastest biofuel transitions.

📈 Ethanol blending: <1.5% → 20%
💰 FX savings: ₹1.90+ lakh crore
🛢️ Crude oil replaced: 310+ lakh MT
🌱 CO₂ reduced: 930+ lakh MT
👨‍🌾 Additional farmer income: ₹1.60+ lakh crore

A single policy that's improving energy security, reducing imports, supporting farmers, and promoting cleaner mobility.

Here's the complete picture in one infographic.

#Ethanol #India

[Ankush Prajapati @Mf360WW]

Momentum wins headlines.
Value builds wealth.
Quality protects capital.
Which factor is leading now?

[Ankush Prajapati @Mf360WW]

🇮🇳 India's Consumption Story Has Changed 👇

• 🛒 Lifestyle purchases now account for 62.82% of discretionary spending.

• 👕 Fashion spend jumps from ₹956 to ₹3,321/month as incomes rise.

• 🍽️ Food's share is falling (Rural: 47%, Urban: 40%) — a classic sign of rising prosperity.

• 🌆 Rural & urban spending gap is narrowing, reflecting broader purchasing power.

• 📱 Consumers are spending more on experiences, convenience, and premium products.

• 📈 India's next growth cycle will be driven by consumption, not just production.

Consumption trends today are investment opportunities for tomorrow.

Source: Economic Times | PwC | HCES 2023–24

[The Indian Investor @Anvith_]

🏆 Where Smart Money is Parking Capital

Mutual Funds are heavily loading up on these 10 small cap stocks.

Here’s a breakdown by Total Market Value (₹ Cr) and the Number of Schemes holding them:

1️⃣ Delhivery: ₹13,604 Cr (128 schemes)
2️⃣ Gland Pharma: ₹11,345 Cr (78 schemes)
3️⃣ KIMS Hospitals: ₹9,625 Cr (110 schemes)
4️⃣ Kalpataru Projects: ₹9,294 Cr (66 schemes)
5️⃣ Crompton Greaves: ₹9,212 Cr (138 schemes)
6️⃣ Karur Vysya Bank: ₹8,929 Cr (117 schemes)
7️⃣ Jubilant FoodWorks: ₹8,920 Cr (129 schemes)
8️⃣ PNB Housing Finance: ₹8,864 Cr (146 schemes)
9️⃣ Ather Energy: ₹8,626 Cr (101 schemes)
🔟 RBL Bank: ₹8,067 Cr (130 schemes)

💡 Key Takeaway: PNB Housing Finance leads in scheme participation (146 funds), while Delhivery commands the highest total market allocation.

🚫 No Recommendation.

Which of these are on your watchlist? 👇