Jatin

Equity Research Analyst

[gautam chopra @shabgautam]

NRB bearings:

Good Aerospace angle : The newly acquired Mahant Tool Room adds a regulatory and certification barrier (AS9100D) for aerospace engine components, leapfrogging a 4-year gestation period to immediately supply HAL and NAL

Needle Roller Bearings — High-precision friction reduction for 90% of Indian vehicles, 100% share in Maybach.

[Jatin @Jatinvjain]

@Investindia6 @Investor2220 Any updated thesis on ksh?

[Jatin @Jatinvjain]

@abhayjainp td power?

[Jatin @Jatinvjain]

@abhayjainp can you give the prompt for this if possible

[Jatin @Jatinvjain]

@abhayjainp @Tijori1 do you have your own internal ai model??

[Jatin @Jatinvjain]

@Investindia6 Hi sir, any update on export data on websol regarding its Module Exports and PV/DC generator segment??

[Jatin @Jatinvjain]

@Investindia6 @VIVEKPP10 How do you keep finding such hidden gems ??

[Jatin @Jatinvjain]

@Tijori1 @Tijori1 guide for future prospects of Websol Energy Limited

[Jatin @Jatinvjain]

@Ankitcoolmittal @nimxor1 @sachprat07 @RajStockWatch pls share your views

[Jatin @Jatinvjain]

@WeekendInvestng @grok @AskPerplexity why has this stock fallen

[Jatin @Jatinvjain]

@Investindia6 @comedy_cartoons @pinoo9456 Approx 50Gw live by 27, what is the demand outlook?

[Jatin @Jatinvjain]

@Investindia6 @comedy_cartoons @pinoo9456 But most of cell capex will be live by that time , wouldn't the price be much less then now, which means lower earnings,lower multiples

[Jatin @Jatinvjain]

@MeAmitMishra " If Sez, fails to achieve the minimum specified Net Foreign Exchange, then such shortfall may be regulated after the Unit deposits an amount equal to one per cent of shortfall in Free on board value"
Websol mostly catering to domestic demand ,wouldn't this be a risk amit bhai??

[Jatin @Jatinvjain]

@MeAmitMishra But most of the export was of modules which is not exempted in this list, the cells produced will be mostly consumed domestically here

[Jatin @Jatinvjain]

@YuanTalks @itsTarH Explain in detail
@grok @AskPerplexity

[Jatin @Jatinvjain]

@manavthedude @sahil_vi Please do Sahil bhai

[Jatin @Jatinvjain]

@MeAmitMishra Nothing new in the report

[Jatin @Jatinvjain]

@nid_rockz Vtm?

[Jatin @Jatinvjain]

@MeAmitMishra Do you hold 2.15% of websol , don't know if its a coincidence as seen on screener

[Jatin @Jatinvjain]

@RajStockWatch holding concentrated solar stock , only down 10% yet