GST_Practitioner

[GST_Practitioner @GST_Circle]

@BestSwingTrades 👍

[Swing Trader @BestSwingTrades]

The AI (Artificial Intelligence) boom could create massive demand for :

⚡ Power
🏢 Data Centers
❄ Cooling Systems
🖥 AI Infrastructure
☁ IT Services
🌐 Fiber networks
☁ Cloud infrastructure

A thread on sectors & stocks that could benefit from India’s AI wave🧵👇

[GST_Practitioner @GST_Circle]

@Apurv_Wealthify Hats Off man...

[GST_Practitioner @GST_Circle]

@analyst_humble Hats Off..

[UremO 👑 @UremO_24]

Takes 10 mins to do this well explained indepth technical analysis.
But takes 1 second to Like ❤️ & Retweet 🔄

Stock Name: #TataSteel
Trend: BULLISH 🟢

[GST_Practitioner @GST_Circle]

@talok253 Thanks

[GST_Practitioner @GST_Circle]

@itsurprem நல்ல முயற்சி...
வாழ்த்துக்கள்

[Equity_Bytes @Bytes_Equity]

When i first entered #Aptus Value housing finance , i knew it would be a patience testing affair as this PE investor- westbridge cross over fund was owning the company and holding around 35% in the company. Whenever shares would rise, it would keep selling and thus preventing any meaningful rise. First signs of PE exit came in june when it exited around 12% of the company. Now yesterday, it has completely exited Aptus. I couldn’t be more happy.

Now we have a NBFC, majority of which is owned by promoters and several reputed FII’s(like Malabar) and DII’s(all major mutual funds). Since the PE investor Westbridge has exited, their wont be any further selling pressure.

Aptus is i think only 3rd or 4th NBFC in India which has a ROE of >20%(this will prevent any further equity dilution).Currently available at a Price to Book of 4.

AUM Mix-
Small Housing Loans-75%
Small Business Loans-19%

Secured vs Un-Secured mix- almost all loans are secured

Fixed vs Floating Lending-
Fixed- 81%
Floating- 19%

Aptus will be a major beneficiary of RBI rate cuts as most of its loans are fixed in nature and as its borrowing cost fall, its Net Interest Margins will improve.

GNPA- 1.49%
NNPA- 1.12%
ROA- 7.9%
ROE- 20.1%
AUM Growth- 24%

Guidance for FY26-

• Disbursement growth ~22%
• AUM growth ~28–29%(6%+ Disbursement growth)
• Credit cost 45–50 bps
• Cost of funds to fall 40–45 bps by year-end(due to RBI Rate Cuts)
• No pass-through on fixed-rate book (variable may adjust)
• +10 new branches in Maharashtra & Odisha
• Tamil Nadu growth to accelerate to 18–20%

Long term Guidance-
• ROE to cross 22% “as fast as possible”
• AUM target: ₹25,000 cr by FY28–29(Current AUM 11000 crores. Thus, >25% Cagr)
• Average Ticket Size to increase ₹50k–₹1 lakh per year (~10–11% growth to come from only ticket size increase )

2 major triggers for the stock-
1) Exit of PE firm thus no more selling pressure
2) RBI rate cuts to expand NIM as most of its assets are at fixed rate

Key things to monitor-
1) Asset quality(any increase in GNPA or Credit cost)

Below are some interesting snapshots from their latest ppt.

#Aptus #StockMarketIndia

[GST_Practitioner @GST_Circle]

@DFinMirror Baba.

[GST_Practitioner @GST_Circle]

@chartistrj Donee

[GST_Practitioner @GST_Circle]

@itsurprem Superb

[CSTM (Chandu Stock Market News) @Tvaasu1]

🔷 SKY GOLD Q1 FY26 – STRONG RESULTS, STOCK FALLS 4% – WHAT SHOULD YOU DO?

⚠️ WHY THE STOCK FELL DESPITE STRONG RESULTS

▪️ Promoter stake sale of over 5% via block deal – triggered sentiment shock
▪️ Rising interest costs and working capital stress – 22% increase in finance cost
▪️ Negative cash flows for last 2 years – profitability not converting into liquidity
▪️ Increased debtor days (from 29.7 to 46.5) – signs of slower receivables
▪️ Stock under pressure technically – down ~14% in 1 month, below key moving averages
▪️ Smallcap volatility and profit-booking trend post-rally

✅ Q1 FY26 PERFORMANCE – EXCELLENT

▪️ Revenue: ₹1,131 cr, up +56.5% YoY
▪️ Net Profit: ₹43.6 cr, up +105% YoY
▪️ EPS improved, and PBT rose 54.4% YoY
▪️ Driven by UAE expansion, scale-up in operations, and improved margins

🟢 SHOULD YOU ADD SKY GOLD NOW?

Yes – but cautiously and only if:
▪️ You’re a long-term investor
▪️ You can tolerate volatility and near-term pain
▪️ You use a staggered buying approach (not lump sum)

Avoid/Add Later – if:
▪️ You’re risk-averse or short-term focused
▪️ You want to wait for technical trend reversal or cash flow improvement
▪️ You’re uncomfortable with promoter stake dilution

📝 FINAL VERDICT

✔️ Q1 numbers are excellent, no operational red flags
⚠️ But stock reaction reflects structural overhangs (promoter selling, liquidity stress)
💡 Best strategy: Add in tranches on further dips or wait for stability in price and promoter action

Sky Gold is still a fundamentally strong growth story—but needs patience and disciplined entry.

[GST_Practitioner @GST_Circle]

@Theastrobhaiya 🙏

[GST_Practitioner @GST_Circle]

I believe I fit all the eligibilities ji..
Want to learn and earn

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

✨Vismaya’s Special 26✨

I have one wish 🧞‍♂️

Before I leave Twitter / X, I wanted to make a team of 26 and train them as 💜 Vismaya’s Special 26 💜 with whatever the knowledge I have n am sure it’s going to be useful for them 🤞🏻

✍️My preferences should be

☑️Stock market Beginners
☑️Who can write n read English
☑️Aspirations to come up in life
☑️People with Low Incomes

Hope I Find a Team of 26 and for that I created my Community - Vismaya’s Special 26

Once I get them, there will be only 26 people in that community n remaining all will be removed from the Community

✍️Dis: Not For Selling any course

#Special26 😍😀

[GST_Practitioner @GST_Circle]

@TheAlpha10X Hi buddy..
You're doing great.. Wishing happy guru purnima

[Nikhil @nikhil_nocturne]

Cant keep calm because its my first 1 MILLION 🙏🙏🙏

Show some love with a 👍 and ♥️ if you’re finding this helpful

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[GST_Practitioner @GST_Circle]

@hstradeschool @iVedhaLam @Nattu_G @TamilMetaverse @MetaMudhaleedu @mehandran I missed the poll..
But interested to join.
Pls include me

[GST_Practitioner @GST_Circle]

@top2bot15 All characters