Digant Haria

Founder, GreenEdge Wealth

[Digant Haria @DigantHaria]

Investing Eleven Conclave 2.0

Excited to share that I would be presenting two ideas tomorrow - one in the precision engineering space, other in electricity space

https://t.co/xCdBzHiuwz

[Digant Haria @DigantHaria]

India story - Calm inside, storm outside

1) Internal variables are improving
2) External variables deteriorated, but can soon stabilize 3) Navigating the risks & opportunities in such situation

https://t.co/xQrwTRWN2i

[Digant Haria @DigantHaria]

@EquityValueIn Thanks! Its a matter of time that markets appreciating what they have built

[Digant Haria @DigantHaria]

@Suju30 Very interesting, thanks

[Digant Haria @DigantHaria]

@friedbombayduck I think markets will start looking at this risk adjusted returns in a few quarters from now

[Digant Haria @DigantHaria]

Northern Arc - Good performance not rewarded?

While this is story of many smallcaps, Northern Arc warrants a deeper look

1) Analysis of Q3FY26 results
2) Re-cap of the long term thesis

https://t.co/wIIuyNmFbD

[Digant Haria @DigantHaria]

@megatronus07 Capital Goods can be the thesis for 2026, lets see

[Digant Haria @DigantHaria]

@piyushm85 Hopefully, the stealth bear market is over, and markets will do deeper analysis of earnings

[Digant Haria @DigantHaria]

@Sharad9Dubey Most likely, it is because most people see provisioning numbers in isolation

[Digant Haria @DigantHaria]

@chakuchuri Seems like. Public market investors haven't had much exposure to Fintech lending. But with time, they will become comfortable

[Digant Haria @DigantHaria]

@Faiaayan It's published today. If you goto the main website page, you will see the date as 3rd Feb 2026

[Digant Haria @DigantHaria]

@piyushchhabra_1 Resolved. You may try again. Thank you

[Digant Haria @DigantHaria]

@karnchoudhary7 Thanks for pointing out. Trying to resolve the website issue

[Digant Haria @DigantHaria]

Tata Capital IPO

Price band = 310 to 326 per share.

At 326, it will trade at 3.2x on P/B (post money), which is ~5% discount to HDBs valuation.

Tata Cap is also "jack of all & master of none" NBFC. Not much to gain for IPO investors and 55% loss for unlisted mkt investors.

[Digant Haria @DigantHaria]

Where is the NBFC upcycle?

1) Housing Finance
2) Vehicle Finance
3) Gold Finance
4) Micro Finance
5) Consumer Finance

A deep-dive into 5 sub-segments and 45 NBFCs

https://t.co/dmmdalqemc

[Digant Haria @DigantHaria]

Where is the NBFC upcycle?

1) Housing Finance
2) Vehicle Finance
3) Gold Finance
4) Micro Finance
5) Consumer Finance

A deep-dive into 5 sub-segments and 45 NBFCs

https://t.co/9a4GIm7fhb

[Digant Haria @DigantHaria]

@futurefor2030 The concall discussions have changed from asset quality to growth! First sign of times to come

[Digant Haria @DigantHaria]

JM Financial Q1 - Walking the talk

Focused business
1) Strong traction in capital markets
2) Expansion in wealth mgmt
3) Scale-up in private credit
4) Stake sale in HFC at ~3.2x book

Old business
1) NPA pain over, recovery started

Interesting times ahead. Read our past notes.

[Digant Haria @DigantHaria]

@Nigel__DSouza My pleasure :)

[Digant Haria @DigantHaria]

Discussion on NBFCs

GreenEdge Wealth on CNBC TV18's new show "Finding Alpha" with @Nigel__DSouza

Discussion on housing fin, CV fin, gold fin, consumer fin, micro lending. Below is the link to the whole conversation

https://t.co/bYks19p9Vj