Chemtech Industrial Valves Limited
Promoter Group converted Warrants at 2⃣0⃣0⃣/-
Whereas the CMP is 9⃣0⃣/-
Interesting times ahead....🤔
@vikaskhemani sir Top Public Shareholder
🧵Thread 1 : 🚨 UNCOVERING INDIA’S HIDDEN STOCK MARKET GEMS: EPISODE 6
THE 'ENERGY-AS-A-SERVICE' MONOPOLY : Presenting Clean Max Enviro Energy Solutions(CLEANMAX).
💼 Who Are They Locked In With?
CleanMax does not deal with volatile retail consumers. They lock in Fortune 500 companies and tech giants under legally binding Power Purchase Agreements (PPAs). Because these corporate giants face severe global pressure to hit Net Zero ESG targets, they sign decades-long contracts to secure clean power.
📊 Hard Financial Metrics (Latest FY26 Disclosures)
📍Market Capitalization:₹14,225 Crore
📍FY26 Operating Revenue: ₹1,913 Crore (Up 28% Year-on-Year)
📍FY26 Net Profit (PAT): ₹94 Crore (A staggering 238% surge from FY25’s ₹27 Crore)
📍Operating EBITDA Margin: A phenomenal 59% (Driven by near-zero raw material costs once infrastructure is active)
📍Operational Capacity: Over 3.1 GW of wind, solar, and hybrid installations across India, the UAE, and Thailand.
Here is a breakdown of their major long-term corporate Contracts: Read Thread 2 🧵👇
If you're looking to learn swing trading, check out the Swing Trading playlist on my YouTube channel.
I've put together videos covering different parts of trading, from finding setups to entries, exits, and trade management. If you find the content useful, do subscribe to the channel and share it with others.
Playlist Link - https://t.co/lcvlnT5kUK
Focus on First or Second Consolidation After the Base
If you miss the base breakout, focus on the first or second consolidation after it.These are often the best opportunities because the stock has already shown strength but is still early in its move.
Your risk is usually small, while the upside can be much bigger if the trend continues.
Every time I post about studying winning stocks, one question keeps coming up:
"But how do you actually study a winner?"
There are many ways to do it, but in this video I've shared one of the simplest methods I use to study fast-moving winning stocks.
Watch the video and you might pick up a thing or two that can improve the way you analyze momentum stocks.
The Easiest Way to Find Tight Range Breakouts
Tight range breakouts are where big moves start.
In this video, I show you exactly how to scan for these setups and set up the scanner step by step.
Don’t trade blind learn the scan, spot the breakouts.
Video Language - English
A strong stock coming from a weak sector is usually a tougher trade.
That's why spend time tracking sector strength.
In this video, I've shared the sectors I'm currently focusing on.
Watch here - https://t.co/flTsF7O7Qn
One of the simplest ways to identify future leaders is to watch how stocks behave when the market gets hit.
Some stocks behave like an egg. They fall and struggle to recover. Some stocks behave like a tennis ball. They bounce back quickly and reclaim their strength.
When the market turns healthy again, those tennis ball stocks are often the ones leading the next move.
In this video, I explain the Egg vs Tennis Ball concept and how I use it in my stock selection process.
Video Language - HIndi
Reading 10+ concalls everyday , and many newer sectors /companies as well that seem to be interesting at early stage ,lots of exciting coverage coming your way!
Hope you all have been liking the research so far !
Shri Ahimsa Naturals Limited FY26
Continues healthy growth Trajectory👍
Asia’s largest Manufacturer of Natural Caffeine, and one of the Largest Globally
(In Crores)
Rev: 96➡️123.1 (29%⬆️)
EBITDA: 30➡️35.8 (18%⬆️)
EBITDA Margin: 29.1%
PAT: 22➡️30.1 (37%⬆️)
PAT Margin: 22.9%➡️24.4%
Internals:
Volume Growth: 20%
Cont.Margin: 2014(₹per Kg)
Core ROCE: 35%
Products:
▪︎ Caffeine Anhydrous Natural (~ 90% Revenue)
▪︎ Green Coffee Bean Extract
▪︎ Botanical Extracts (Senna,
Bacopa Monnieri, Garcinia, Ashwagandha, Boswellia,
Shilajit, Curcumin, etc.)
▪︎ Capacity Expansion:
Current Capacity:
• Natural Caffeine- 270 MTPA
• Green Coffee Bean Extract- 200 MTPA
New Integrated Plant at Sawarda, Jaipur
Upcoming Capacity:
• Natural Caffeine- 700 MTPA
• Green Coffee Bean Extract-
300 MTPA
• Crude Caffeine- 200 MTPA
• Botanical Extracts
The Capex will help margins to expand due to backward integration and cater the next leg of growth
▪︎ The Global Pivot from Synthetic Caffeine to Natural Caffeine is acting as a strong Tailwind for Shri Ahimsa
Glad to see Guruji’s teachings shared in @equitybyaadi Investor conference, 2025 is reaching mass retailers that will help them in their investing journey.
Radhe Radhe 🙏
In this video I have discussed potential sectors of the next bull market once the geopolitical factors normalise.
Kindly like, subscribe and press the 🔔 icon. Also kindly retweet for the benefit of the investing community.
https://t.co/sofXm1lX0U via @YouTube
Radhe Radhe 🙏
In this video we will discuss whether you should diversify or play concentrated while investing. Also we will discuss what happens when you invest in overvalued companies and once you are stucked in such companies how it becomes really tough to get out of it.
#stockmarketinvesting #longterminvesting #diversified #investing #microcaps
https://t.co/4AsP3HOQtS via @YouTube