Mahaa Runa Financial Services

Loan Advisory - DSA, Composite Insurance Agent for Businesses and Individuals, Investments -AMFI Registered Mutual Fund Distributor, ARN-343773.

[Mahaa Runa Financial Services @MahaaRuna25]

Lalithaa Jewellery Mart Anchor Book — ₹508 Cr locked in, and the names are stacked 👀

Top allottees:
🥇 ICICI Prudential Smallcap Fund — 19.68%
🥇 Goldman Sachs Bank Europe SE (ODI) — 19.68%
🥉 Bandhan Small Cap Fund — 17.89%
▪️ Morgan Stanley India Investment Fund — 4.27%
▪️ Sanshi Fund-I (Mukul Agrawal) — 4.92%

Also in: Kotak Mahindra Life, Bajaj Life, Samco MF, Bank of India MF, Cognizant Capital

📊 45.26% went to domestic MFs (4 fund houses, 9 schemes)

🌍 Goldman + Morgan Stanley = serious FPI validation

Top 3 anchors alone = ~57% of the entire book.

Lists Aug 24. 👀

More information 👇🏻

#LalithaaJewellery #IPO #AnchorBook

[Mahaa Runa Financial Services @MahaaRuna25]

🚨 Lalithaa Jewellery Mart IPO

💰 Valuation: ₹11,250 Cr mcap | P/E 11.14x
📊 ROE 41.6% | ROCE 42.6% | RoNW 39.9% — highest among ALL 9 listed jewellery peers

Now compare to peers:
🔸 Titan: P/E 85x, RoNW 36.5%
🔸 Kalyan Jewellers: RoNW 24.6%
🔸 Senco Gold: P/E ~11.5x

Lalithaa is priced at a ~75% P/E discount to Titan — despite BETTER return ratios 🤯

📈 FY26: Revenue +48% YoY | PAT nearly 3x
🔥 GMP: ₹55 (27%+ premium) | Subscribed 62.97x

Cheapest jewellery stock on paper, aligns with their advertising strategy of lowest VA charges across the industry.

The risk side - Borrowings jumped 69% YoY to ₹1,604 Cr & Large OFS (₹500 Cr of the ₹1,700 Cr raise = promoter selling)

South India’s best-kept jewellery secret goes public Monday 👀

#IPO #LalithaaJewellery #StockMarket

[Mahaa Runa Financial Services @MahaaRuna25]

🚨 Lalithaa Jewellery Mart IPO

💰 Valuation: ₹11,250 Cr mcap | P/E 11.14x
📊 ROE 41.6% | ROCE 42.6% | RoNW 39.9% — highest among ALL 9 listed jewellery peers

Now compare to peers:
🔸 Titan: P/E 85x, RoNW 36.5%
🔸 Kalyan Jewellers: RoNW 24.6%
🔸 Senco Gold: P/E ~11.5x

Lalithaa is priced at a ~75% P/E discount to Titan — despite BETTER return ratios 🤯

📈 FY26: Revenue +48% YoY | PAT nearly 3x
🔥 GMP: ₹55 (27%+ premium) | Subscribed 62.97x

Cheapest jewellery stock on paper, aligns with their advertising strategy of lowest VA charges across the industry.

The risk side - Borrowings jumped 69% YoY to ₹1,604 Cr & Large OFS (₹500 Cr of the ₹1,700 Cr raise = promoter selling)

South India’s best-kept jewellery secret goes public Monday 👀

#IPO #LalithaaJewellery #StockMarket

[Mahaa Runa Financial Services @MahaaRuna25]

@REDBOXINDIA Consistent performer .
For more information 👇🏻

[Mahaa Runa Financial Services @MahaaRuna25]

🚨 Welspun Corp just landed its BIGGEST order EVER.

📦 A US client just placed a $1.8B (~₹17,200 Cr) pipe order — the single largest in the company’s 40+ year history.

💰 In simple terms: One customer just handed Welspun a contract bigger than many companies’ entire market cap — to build pipes for America’s energy infrastructure.

📊 The scoreboard: Total order book (all pending work worldwide) now stands at ₹42,100 Cr (~$4.4B) — an ALL-TIME HIGH.

⏳ Execution: FY28–FY29, meaning revenue visibility locked in for years ahead.

🏭 Why it matters: This isn’t a one-off. It confirms Welspun as a trusted, large-scale partner for global energy infra — and shows US demand for Indian manufacturing is only accelerating.

Highlights from the last earnings call (Q1 FY27, July 2026):

CEO Vipul Mathur said the quarter delivered the highest-ever quarterly EBITDA and robust bottom-line growth, on a healthy balance sheet. He also flagged net cash improving, ROCE crossing 23%, and a robust order book giving medium- to long-term visibility — while adding the company remains confident of sustaining growth despite geopolitical uncertainties, through prudent capital allocation and strong customer relationships.

$WELCORP #WelspunCorp #StockMarketIndia

[Mahaa Runa Financial Services @MahaaRuna25]

@CNBCTV18News @jpullokaran 📈 Welspun Corp stock has TRIPLED in 6 months.

₹710 (Feb ‘26) → ₹2,010 (today)
That’s +124% in a year, +22% in the LAST MONTH ALONE.

Boring pipe company → market darling. 🔥
For more information 👇🏻
$WELCORP #WelspunCorp

[Mahaa Runa Financial Services @MahaaRuna25]

🚨 Welspun Corp just landed its BIGGEST order EVER.

📦 A US client just placed a $1.8B (~₹17,200 Cr) pipe order — the single largest in the company’s 40+ year history.

💰 In simple terms: One customer just handed Welspun a contract bigger than many companies’ entire market cap — to build pipes for America’s energy infrastructure.

📊 The scoreboard: Total order book (all pending work worldwide) now stands at ₹42,100 Cr (~$4.4B) — an ALL-TIME HIGH.

⏳ Execution: FY28–FY29, meaning revenue visibility locked in for years ahead.

🏭 Why it matters: This isn’t a one-off. It confirms Welspun as a trusted, large-scale partner for global energy infra — and shows US demand for Indian manufacturing is only accelerating.

Highlights from the last earnings call (Q1 FY27, July 2026):

CEO Vipul Mathur said the quarter delivered the highest-ever quarterly EBITDA and robust bottom-line growth, on a healthy balance sheet. He also flagged net cash improving, ROCE crossing 23%, and a robust order book giving medium- to long-term visibility — while adding the company remains confident of sustaining growth despite geopolitical uncertainties, through prudent capital allocation and strong customer relationships.

$WELCORP #WelspunCorp #StockMarketIndia

[Mahaa Runa Financial Services @MahaaRuna25]

🚨 Welspun Corp just landed its BIGGEST order EVER.

📦 A US client just placed a $1.8B (~₹17,200 Cr) pipe order — the single largest in the company’s 40+ year history.

💰 In simple terms: One customer just handed Welspun a contract bigger than many companies’ entire market cap — to build pipes for America’s energy infrastructure.

📊 The scoreboard: Total order book (all pending work worldwide) now stands at ₹42,100 Cr (~$4.4B) — an ALL-TIME HIGH.

⏳ Execution: FY28–FY29, meaning revenue visibility locked in for years ahead.

🏭 Why it matters: This isn’t a one-off. It confirms Welspun as a trusted, large-scale partner for global energy infra — and shows US demand for Indian manufacturing is only accelerating.

Highlights from the last earnings call (Q1 FY27, July 2026):

CEO Vipul Mathur said the quarter delivered the highest-ever quarterly EBITDA and robust bottom-line growth, on a healthy balance sheet. He also flagged net cash improving, ROCE crossing 23%, and a robust order book giving medium- to long-term visibility — while adding the company remains confident of sustaining growth despite geopolitical uncertainties, through prudent capital allocation and strong customer relationships.

$WELCORP #WelspunCorp #StockMarketIndia

[Mahaa Runa Financial Services @MahaaRuna25]

All the IPOs are setting the stage for Monster IPO #NSE , Direct entry to Nifty 50 , lets see which stock goes out of #Nifty50

[Mahaa Runa Financial Services @MahaaRuna25]

@REDBOXINDIA Back to back orders from Oriana Power. Overall order book >7000+Cr

[Mahaa Runa Financial Services @MahaaRuna25]

🚨 ORIANA POWER — India’s solar dark horse gets another order - EPC contract from a leading cement industry player for 50 MW solar power projects in Rajasthan, worth ₹214.80 Cr (incl. GST)

This comes on the back of a stacked FY26:
📊 Revenue: ₹1,813.67 Cr (+83.7% YoY) | PAT: ₹252.34 Cr (+59.1% YoY)
🏗️ 835+ MW delivered, 700+ MW under execution, 2,500+ MW pipeline
🔋 BESS: 1,000+ MWh under execution, targeting 30-40% of revenue by FY27

Recent order wins stacking up fast:
• ₹214.80 Cr — 50 MW solar (Rajasthan, cement sector) — Aug 19, 2026 🆕
• ₹4,500 Cr — Maharashtra green hydrogen MoU
• ₹3,135 Cr — Green ammonia offtake with SECI
• ₹1,180 Cr — 234 MW floating solar (Maithon Dam)
• Order book: ~₹7,000 Cr+

Oriana isn’t slowing down 🇮🇳

$ORIANA #SolarEnergy #RenewableEnergy

[Mahaa Runa Financial Services @MahaaRuna25]

🚨 ORIANA POWER — India’s solar dark horse gets another order - EPC contract from a leading cement industry player for 50 MW solar power projects in Rajasthan, worth ₹214.80 Cr (incl. GST)

This comes on the back of a stacked FY26:
📊 Revenue: ₹1,813.67 Cr (+83.7% YoY) | PAT: ₹252.34 Cr (+59.1% YoY)
🏗️ 835+ MW delivered, 700+ MW under execution, 2,500+ MW pipeline
🔋 BESS: 1,000+ MWh under execution, targeting 30-40% of revenue by FY27

Recent order wins stacking up fast:
• ₹214.80 Cr — 50 MW solar (Rajasthan, cement sector) — Aug 19, 2026 🆕
• ₹4,500 Cr — Maharashtra green hydrogen MoU
• ₹3,135 Cr — Green ammonia offtake with SECI
• ₹1,180 Cr — 234 MW floating solar (Maithon Dam)
• Order book: ~₹7,000 Cr+

Oriana isn’t slowing down 🇮🇳

$ORIANA #SolarEnergy #RenewableEnergy

[Mahaa Runa Financial Services @MahaaRuna25]

Dynacons ($DSSL) just landed SOC 2 Type II — but the real story is in the numbers.

📈 FY26: ₹1,424 Cr revenue (+12.4%), record ₹402 Cr Q4
📉 Q1FY27 (just reported, Aug 13): revenue dipped to ₹314 Cr, -4.6% YoY
💪 But PAT held flat at ₹19.7 Cr — margins didn’t crack
🏦 Order book swelled to ₹3,104 Cr, anchored by a ₹750.8 Cr RBI private cloud mandate

SOC 2 Type II isn’t a vanity badge — it’s the exact credential BFSI/govt RFPs gate-check before signing. This cert timing right after landing an RBI data-center order isn’t coincidence, it’s a moat.

This isn’t a straight-line growth story — it’s a lumpy, project-driven IT integrator proving it can hold profitability through a soft quarter while its pipeline (₹5,100 Cr, ~30% win rate) keeps building

Q1FY27 call already dropped (Aug 14) reinforcing the AI-infra + cloud + cybersecurity demand thesis.

#DSSL #Dynacons #SmallcapStocks #ITStocks #MultibaggerStocks

[Mahaa Runa Financial Services @MahaaRuna25]

🚀 Shiprocket CEO Saahil Goel — for years it was just the company and its private investors believing in the mission. Today, he says, India believed too.

On the opportunity ahead: India has 6+ crore MSMEs. Shiprocket has powered roughly 200,000 of them. Goel’s blunt take — this is still early innings.

On global reach: Shiprocket lets small sellers — think a Jaipur jewellery maker — sell directly to customers in the US, UK, Europe and Australia. Cross-border is a growth lever, not an afterthought. 🌍

On “why this IPO”: Goel has said before this wasn’t primarily about raising capital — it was about the credibility and brand uplift that comes with being a listed company.

Strong debut, big ambitions. The real story now: can execution match the runway? 📦

Not an investment advice - DYOR

For more information 👇🏻

#Shiprocket #IPO #StockMarket

[Mahaa Runa Financial Services @MahaaRuna25]

Shiprocket Ltd IPO :

Everyone’s celebrating Shiprocket’s 34% GMP tomorrow. Almost nobody’s asking why the company is listing 30% below its own valuation from 18 months ago.

That’s the real story.

₹10,195 cr in Dec 2024. ₹7,058 cr at IPO. Someone decided the old price was wrong.

And the losses? FY25 looked like the profitability breakthrough — loss of ₹74 cr, down from ₹595 cr loss. Then FY26 happened: ₹79 cr. loss Wider, not narrower. “Cash-EBITDA positive” is doing a lot of heavy lifting in the press releases.

Here’s the part that should actually move you: watch where the money is walking, not where it’s talking.

Bertelsmann, Temasek, Eternal — the biggest names on the cap table — aren’t selling a single share in the OFS.

Lightrock, the largest seller, is exiting at 0.72x. McKinsey’s fund is out at 0.59x. That’s not profit-taking. That’s an exit at a loss, dressed up in IPO-day optimism.

102x subscribed. 34% grey market premium. A logistics unicorn that still hasn’t proven it can make money at scale.

Two very different bets are being placed on the same stock tomorrow. Know which one you’re making.

Not investment advice - DYOR.

#Shiprocket Ltd #IPO

[Mahaa Runa Financial Services @MahaaRuna25]

🧵 Behari Lal Engineering (BLEL) IPO— here’s the full picture before you decide to hold, buy, or sell 🔩📊

1/ The Business: Punjab-based (Mandi Gobindgarh) integrated steel player since 1995 — metal rolls, forged shafts, engineering castings & alloy steel. One of India’s largest metal roll manufacturers, running at 90%+ capacity utilization. Not a hype stock — this is core industrial manufacturing.

IPO Snapshot: ₹301.62 cr issue (₹93 cr fresh + ₹208.62 cr OFS) | Price band ₹271-285 | Lot size 52 shares (~₹14,820 min investment) | Subscribed a massive 108x overall — QIB & NII both 165x+. Institutional appetite was clearly strong.

Financials — Growth is Moderate : Revenue ₹546.52 cr (FY26) vs ₹516.30 cr (FY25). Profit ₹64.64 cr vs ₹52.95 cr — a solid ~22% profit jump YoY. Not a loss-making story chasing a listing pop.

Anchor Book Quality: ₹90.49 cr raised from anchors incl. Tata AIA Life, 360 ONE, PineBridge India Equity Fund & Ikigai Small Cap Fund. Decent institutional pedigree backing the issue.

Bottom line: Strong subscription + decent anchor book + real profit growth = healthy setup. But single-plant concentration + client dependency + auto-cycle exposure = real long-term risks. This looks like a “decent compounder” . Do your own diligence beyond listing-day euphoria. 📉📈

#IPO #BehariLalEngineering #StockMarket

[Sarvagraharoopini 🚩 @GurorangriPadme]

😂😂

[Mahaa Runa Financial Services @MahaaRuna25]

Shiprocket Ltd IPO :

Everyone’s celebrating Shiprocket’s 34% GMP tomorrow. Almost nobody’s asking why the company is listing 30% below its own valuation from 18 months ago.

That’s the real story.

₹10,195 cr in Dec 2024. ₹7,058 cr at IPO. Someone decided the old price was wrong.

And the losses? FY25 looked like the profitability breakthrough — loss of ₹74 cr, down from ₹595 cr loss. Then FY26 happened: ₹79 cr. loss Wider, not narrower. “Cash-EBITDA positive” is doing a lot of heavy lifting in the press releases.

Here’s the part that should actually move you: watch where the money is walking, not where it’s talking.

Bertelsmann, Temasek, Eternal — the biggest names on the cap table — aren’t selling a single share in the OFS.

Lightrock, the largest seller, is exiting at 0.72x. McKinsey’s fund is out at 0.59x. That’s not profit-taking. That’s an exit at a loss, dressed up in IPO-day optimism.

102x subscribed. 34% grey market premium. A logistics unicorn that still hasn’t proven it can make money at scale.

Two very different bets are being placed on the same stock tomorrow. Know which one you’re making.

Not investment advice - DYOR.

#Shiprocket Ltd #IPO

[Mahaa Runa Financial Services @MahaaRuna25]

Deep Industries : Stock in focus

Results Q1:
• Revenue: ₹279 Cr, +40% YoY — ahead of FY27 guidance of 25-30%
• Net profit: ₹89.14 Cr, +44.5% YoY
• Order book: ₹3,047 Cr, with 60%+ executable over the next 2-2.5 years

The stock barely moved on results day — it actually dipped to ₹510. The re-rating came after: by Aug 14, the stock was at ₹669, up ~31% in under three weeks, touching a fresh 52-week high of ₹720.

What changed the market’s mind wasn’t the print — it was the July 29 earnings call, where management raised FY28 PAT guidance to ~₹500 Cr on the back of offshore expansion and Production Enhancement Contracts.

Two things to watch before chasing the move: a Well Mori-5 gas leak has already pushed PEC timelines back 5-6 months, and ROE sits at a modest 12.4% — growth is real, capital efficiency is still catching up.

Not an investment advice- DYOR
#DeepIndustries #InvestSmart

[Mahaa Runa Financial Services @MahaaRuna25]

@REDBOXINDIA Decadal Theme - Copper

[Mahaa Runa Financial Services @MahaaRuna25]

One EV eats 6x the minerals of your petrol car.
That’s not a typo. That’s the EV mineral shift — and almost nobody is pricing it in yet. 🧵

The breakdown inside one EV:
🔋 60 kg copper
⚫ 40 kg graphite
⚡ 30 kg lithium
🔩 25 kg nickel
🧪 15 kg manganese

Your old petrol car? Mostly steel and aluminium. Minimal exposure to any of this.

EVs were 1% of global car sales in 2015.
27% by 2024.
JPMorgan sees 50-60% by 2030.

That’s not linear growth. That’s a mineral demand curve about to bend hard.

Do the math: 80M cars sold globally/year → half go electric → 40M EVs → ~8M tonnes of minerals consumed every year, just for new cars
Everyone’s watching EV stocks.

Smart money is watching what goes inside them.

Not investment advice — just the data. Position accordingly

#HydrogenMultiBagger #EV #ElectricVehicles #Copper #Lithium #Commodities #StockMarketIndia #Investing #CleanEnergy #CriticalMinerals #Nifty #MCX

[Mahaa Runa Financial Services @MahaaRuna25]

@NDTVProfit @StocksRoyale1 Taurus MF & Bank of India MF now among top holders 👀
#SigmaAdvancedSystems

[Mahaa Runa Financial Services @MahaaRuna25]

Interesting Study - Sigma Advanced System Ltd (SIGMAADV).
Latest Funding: Raised ₹459.99 Cr via preferential allotment @ ₹347 in Jul 2026
Today's closing price - ₹692 (Almost 1x Return on the floor price)
1 Year Return - More than 4x
#Sigma Advanced System Ltd - Continued

[Mahaa Runa Financial Services @MahaaRuna25]

Back in 2024, Milky Mist was eyeing a ₹20,000 Cr valuation for its IPO. By the time SEBI cleared the issue in October 2025, the ask had already come down to ₹2,035 Cr in fresh capital.

Then in April-May 2026, Temasek’s arm Jongsong Investments stepped in with a ₹482 Cr pre-IPO round — ₹357 Cr fresh capital, ₹125 Cr secondary sale by the promoters — at ₹139.76/share.

That priced the company at roughly ₹9,300 Cr. Less than half the original ambition.

That Temasek round did two things: it gave the company a credible valuation floor to walk into the IPO with, and it let them shrink the public issue from ₹2,035 Cr down to ₹1,553 Cr.

So when the IPO opened at ₹133-140/share (~₹10,778 Cr), it was pricing in barely a ~16% premium over what Temasek paid just three months earlier — a very tight spread for pre-IPO to IPO. That’s less “hot growth story” and more “valuation reset dressed up as validation.”

THE OTHER SIDE
→ Net debt/EBITDA still high at ~3.8x pre-listing (expected to roughly halve post-IPO)
→ A chunk of the FY26 profit jump came from a one-time tax credit — strip that out and the “real” P/E moves closer to 100x+
→ 70% of revenue still concentrated in South India

The debate isn’t about the company — it’s about the price.

— Not investment advice. Do your own research before subscribing/trading. #IPO

[Mahaa Runa Financial Services @MahaaRuna25]

A dairy company just asked investors to pay 85x earnings. And they said yes.
Milky Mist Dairy Food lists today (Aug 18) on NSE & BSE. Here’s the story behind India’s biggest-ever dairy IPO.

THE NUMBERS
Issue size: ₹1,553 Cr (₹1,428 Cr fresh issue + ₹125 Cr OFS)
Price band: 133-140
GMP going into listing: ~₹18 (~13% premium)
Post-issue market cap: ~₹10,778 Cr

THE ANCHOR BOOK
₹465 Cr raised from 19 anchor investors a day before opening, at ₹140/share.
The names matter more than the number:
→ International Finance Corporation (World Bank’s private arm)
→ Nippon India MF, HDFC MF, ICICI Prudential MF
→ Zulia Investments — took the single largest slice, 34% of the anchor book
→ Also in: Invesco India, Motilal Oswal MF, HSBC MF, Union MF

Big global names in a paneer-and-cheese company. That’s not usual dairy money — that’s consumer-brand money.

THE VALUATION QUESTION?
Post-IPO P/E: ~85x FY26 earnings.
Compare that to the dairy shelf:
→ Dodla Dairy: 24x
→ Parag Milk Foods: 21x
→ Hatsun Agro: 58x
→ Tata Consumer: 70x
→ Nifty 50 average: ~22x

Milky Mist is priced roughly 3.7x the peer median. And Hatsun — the closest comparable, with a longer track record and lower debt — still trades near 30% cheaper on some estimates.

WHY THE PREMIUM
This isn’t a liquid-milk processor. It’s positioning itself as a value-added, FMCG-style dairy brand:

→ India’s largest private packaged paneer brand — 19% market share
→ Largest private packaged cheese brand in South India — 12% share
→ Revenue CAGR of 31%+ (FY24–FY26)
→ EBITDA margin ~14%, well above traditional dairy peers

THE VALUATION CLIMBDOWN NOBODY’S TALKING ABOUT 👇🏻
#Milkymist #IPO

[Mahaa Runa Financial Services @MahaaRuna25]

Data centres are quietly becoming the biggest new stress test for power grids.

AI and cloud demand is pushing electricity consumption to levels grids weren’t designed for. The fix may not be more power plants — it’s smarter grids.

The Pros:
→ AI-driven grid management can predict and balance load in real time
→ Reduces blackout risk during demand spikes
→ Cuts transmission losses, improving overall efficiency
→ Opens a new capex cycle for grid tech and utilities

The Cons:
→ Retrofitting old grid infra is capital-intensive and slow
→ Smart grids need heavy upfront investment before savings show
→ Data centres’ power appetite is growing faster than grid upgrades can keep pace
→ Higher electricity costs could get passed to consumers

Who benefits:
Siemens Energy, Schneider Electric, ABB, Power Grid Corp of India, and hyperscalers like Microsoft & Google (who need grid stability to keep expanding).

The AI boom isn’t just a compute story — it’s becoming an energy infrastructure story.

Not an investment advice - DYOR

#AI #DataCenters #PowerGrid #Energy #Infrastructure

[Mahaa Runa Financial Services @MahaaRuna25]

India just quietly cleared ₹69,548 crore in electronics manufacturing investment — past its own scheme target of ₹59,350 crore.

Fresh tranche: 31 proposals, ₹7,877 crore, including Centum Electronics, Syrma SGS, PCBL Chemical, Wipro Global, Sensata, Rosenberger.
Expected output from these approvals: ₹5,34,101 crore in component production, spread across 106 applications and ~30 product categories.

This isn’t assembly anymore. PCBs, camera modules, connectors, anode materials, optical transceivers, rare-earth magnets — the actual guts of electronics — are the target list.
#MakeInIndia