CA Rahul Moradiya

CA in practice/ Micro cap Investor by Accident

[Shiladitya @shiladitya4u]

My thoughts on Auto ancillaries -

As you know, the sector has been significantly rerated and valuations are at historic highs. On top of it, H2FY27 will have tepid growth in autos due to the high base effect of H2FY26.
However, that does not mean select companies can't do well.. My mental model -

Category 1 : companies which are increasing content-per-vehicle rapidly, focusing on import substitution or premiumization. Lumax Auto, SJS, Minda Corp etc. come in this category.

Category 2: Companies which significant EV contribution which will drive growth even if overall industry growth is muted. Example - Sona BLW, Dhoot transmission, Varroc Engineering.

Category 3: Companies which are diversifying into high growth high margin sectors like ADS. Example - Sansera, NRB (very early days)

Some of these stocks I feel still offer some decent scope, which others are fully valued. This is something you need to study and figure out.
....................
This is not an investment advise or recommendation.
Please do your own due diligence before investing.

[Raghav Wadhwa @raghavwadhwa]

Superstar Investors Are Betting on These Recent IPO

Upcoming IPOs

1. ESDS Software Solution
🔸Mukul Agrawal Holding Stake: 6.99%
🔸Ashish Kacholia Holding Stake: 2.39%

2. Purple Style Labs
🔸Mukul Agrawal Holding Stake: 1.42%
🔸Singularity Growth Opportunities Fund I (Madhusudan Kela-backed) Holding Stake: 1.93%
🔸Volrado Venture Partners Fund II (Akash Bhanshali-backed) Holding Stake: 2.90%

Recently Listed Companies

3. MV Electrosystems
🔸Madhuri Madhusudan Kela Holding Stake: 4.22%

4. Caliber Mining and Logistics Ltd
🔸Abakkus Four2Eight Opportunities Fund Holding Stake: 3.72%

5.Credent Connect N Care Ltd
🔸Ashish Kacholia Holding Stake: 2.02%
🔸Abakkus Venture Opportunities Fund Holding Stake: 1.21%

6. Ardee Industries
🔸Ashish Kacholia Holding Stake: 1.20%

7. IC Electricals Company Ltd
🔸Bengal Finance And Investment Pvt Ltd: 2.76%

8. Augmont Enterprises Ltd (listing due 31 Aug)
🔸Bengal Finance & Investment Pvt Ltd (Ashish Kacholia-backed)
🔸Anchor Allocation: 72,963 shares
🔸Investment Amount: ₹5.75 crore
🔸Share of Anchor Portion: 2.33%

9. Anawil Wire and Engineering Ltd
🔸Mukul Mahavir Agrawal: 2.72%

10. Poojaa Precision Engg. Ltd
🔸Mukul Mahavir Agrawal: 5.12%

11. Horizon Industrial Parks Ltd
🔸Radhakishan Shivkishan Damani: 1.16%

📌Disclaimer: Educational purposes only, not a buy/sell recommendation.

[Shiladitya @shiladitya4u]

Pharma continues to be the standout performer.
Results have been been fantastic and technically relative strength continues to remain high.

Stocks with good Q1FY27 results and
strong price-action:

Ind-Swift labs
Kwality Pharma
Shilpa Medicare
Sudeep Pharma
Morepen Labs
Fredun Pharma
Marksans Pharma
Rubicon Research
Akums Drugs
Laurus Labs
Neuland Labs
Bliss GC Pharma
Entero Healthcare

...................
This is just a filtered list. There could be many more.
Not a recommendation. Do your own due diligence before investing
.......................

[Divya Tripathi @Divya_Tripa23]

2 Minutes Hand Mudras for Healthy Organs 👇

[SECTOR RESEARCH 💙 @SECTOR_RES0123]

Stocks With Strong Future Guidance — Worth Tracking

• V-Marc
• RR Kabel
• Finolex
• HFCL
• E2E Networks
• MTAR Technologies
• Syrma SGS
• Netweb Technologies
• Sterlite Technologies
• Sansera Engineering
• Azad Engineering
• Omnitech Engineering
• Dynamatic Technologies
• Aequs
• Rossell Techsys
• Sona BLW
• TD Power Systems
• Ramkrishna Forgings
• Happy Forgings
• Shivalik Bimetal Controls
• KSH International
• Gland Pharma
• Aarti Pharmalabs
• Kwality Pharmaceuticals
• Sudeep Pharma
• Hitachi Energy India
• Neogen Chemicals
• Quality Power
• Ather Energy
• Sky Gold
• Cupid
• Sai Life Sciences
• Electronics Mart India
• Neuland Laboratories
• Shilpa Medicare
• Laurus Labs
• Shadowfax Technologies
• Sedemac Mechatronics
• Siemens Energy India
• Premier Energies
• Navin Fluorine
• Mold-Tek Technologies
• Muthoot Microfinance
• SJS Enterprises
• Lloyds Engineering Works
• Garware Hi-Tech Films
• Universal Cables
• Kalyan Jewellers
• Bluestone Jewellery
• P N Gadgil & Sons
• TVS Motor
• Bajaj Auto
• Paytm
• Eternal
• IDFC First Bank
• PNGS Reva Diamond Jewellery
• Craftsman Automation
• Apcotex Industries
• Timex Group India
• Deep Industries
• Cholamandalam Investment & Finance
• Equitas Small Finance Bank
• Acutaas Chemicals
• Apar Industries
• CreditAccess Grameen
• Lodha Developers
• Shriram Finance
• Sakar Healthcare
• Rajratan Global Wire
• Fineotex Chemical
• Thyrocare Technologies
• Ujjivan Small Finance Bank
• Emmvee Photovoltaic Power
• Gandhar Oil Refinery
• NTPC Green Energy
• Titan Company
• Cyient DLM
• Polycab India
• Hindusthan Urban Infrastructure
• Mahindra & Mahindra Financial Services
• Huhtamaki India
• Adani Energy Solutions
• Dynamic Cables
• Beta Drugs
• Shyam Metalics & Energy
• Anand Rathi Wealth
• Prime Cable Industries
• Groww
• Landmark Cars
• ICICI Bank
• Bhansali Engineering Polymers
• Poonawalla Fincorp
• Jayaswal Neco Industries
• Tatva Chintan Pharma Chem
• Navkar Corporation
• Federal Bank
• Jio Financial Services
• RBL Bank
• L&T Finance
• V2 Retail
• SG Finserve

[Rohit Ramasubramanian @rohiitian]

Excited to partner with Symbiotec Pharmalab as part of the Anchor book

This marks @RMSGrowth 's first Mainboard anchor, and the second for 1729 Growth. Hopefully many more to come 😁

@manishlalwani9 @Soumil_IITB @sachprat07 @cpankaj

[Akash Chaudhary @Akash17971]

ABAKKUS FUNDS 🔥

[Equity Insights Elite @EquityInsightss]

This quarter's earnings season #Q1FY27 has probably been the best we have seen in the last several quarters

We have been maintaining an earnings tracker watchlist for the last several quarters, and typically around 300 companies make it to the list based on their results

This time, its almost touching 550 which itself indicates how broad based the improvement in corporate earnings has been

(entire list shared in the link below)

[CA Rahul Moradiya @Rahulmoradiya10]

Must Watch For Microcap Investors

[𝗩𝗲𝗿𝘀𝗮𝘁𝗶𝗹𝗲 𝗦𝘁𝗼𝗰𝗸 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 @vandit_jain1994]

IPOs in the last 8 months with excellent anchor investors 🕵🏼‍♂️

Some Investors that I follow

1. Ashish Kacholia Sir
2. Mukul Agarwal Sir
3. Madhusudan Kela sir, Ex CIO Reliance Mutual fund
4. Sunil SInghania, Abakkus Asset Managers
5. Prashant Jain sir, 3P India Fund
6. Utpal Sheth sir - Trust Mutual Fund
7. Samit Vatrak - Sageone

Each person has their own style and time horizon.
Track, study and if it fits your style then only buy.

[Rohit @HeyRohhit]

Steve Jobs literally predicted the iPhone, the Internet, AI and the next 50 years of technology in a single speech from 1983:

[Paul Koshy @Paul_Koshy]

Now, take this in the context of a corporate - I am the COO. I am coming to the office everyday and sit in my chamber. Of Course I am NOT doing Any work because the office atmosphere is NOT nice.

I have asked my facility manager to speak to the Nation and inform that I'm OK to do anything EXCEPT the work which my Job Description demands.

Dear India, Would a corporate allow such an employee to stay in his job?

[Dhaval (Investment Books) @InvestmentBook1]

IAS Summit 2026 Stock Ideas

[Sekhar @LearningEleven]

Concalls of Navin Fluorine, Neuland Labs, Sudeep Pharma and Shilpa Medicare are super bullish!

Which one has margin of safety is a personal judgement!

[Aditya Mittal @AdityaMittal795]

75 stocks which had very bullish concalls (Q1 FY-27) and can double their revenue in next 2-3 years:

🔹1. SG Mart (#SGMART): 118% EBITDA growth (₹300 cr EBITDA) guidance in FY-27

🔹2. Senores Pharmaceuticals (#SENORES): 50-60% PAT growth & 30-40% revenue growth guidance in FY-27

🔹3. Sakar Healthcare (#SAKAR): 50%+ PAT growth & ~25% revenue CAGR guidance (oncology parenteral ramp)

🔹4. SG Finserve (#SGFIN): 43% PAT growth (₹225 cr PAT) guidance in FY-27

🔹5. Shadowfax (#SHADOWFAX): 38-40% revenue growth guidance in FY-27 (upgraded from 28-30%)

🔹6. Neogen Chemicals (#NEOGEN): ~40% revenue growth guidance in FY-27 (battery chemicals ramp)

🔹7. HFCL (#HFCL): 40% revenue growth guidance in FY-27 (upgraded from 20%)

🔹8. Sahasra Electronics (#SAHASRA): 100% revenue growth (₹275-300 cr revenue) guidance in FY-27

🔹9. Sangam India (#SANGAMIND): 100% PAT growth guidance in FY-27

🔹10. Jana SFB (#JSFB): 80%+ PAT growth, 19-21% loan (GLP) & 23-25% deposit growth guidance in FY-27

🔹11. Motilal Oswal (#MOTILALOFS): 20%+ housing finance AUM growth guidance for next 2-3 years

🔹12. Borosil Renewables (#BORORENEW): 60% revenue & EBITDA growth guidance in FY-27 (600 TPD expansion by Q4)

🔹13. Madhya Bharat Agro (#MBAPL): >50% revenue growth guidance in FY-27 (Dhule SSP ramp-up)

🔹14. Atlanta Electricals (#ATLANTAELE): 40% CAGR revenue growth guidance for next 3 years

🔹15. Netweb Technologies (#NETWEB): 35-40% revenue growth guidance (13-14% EBITDA margin, 10%+ PAT margin)

🔹16. Syrma SGS (#SYRMA): 30-35%+ revenue growth (~₹700 cr EBITDA) guidance in FY-27

🔹17. Jubilant Ingrevia (#JUBLINGREA): 32-40% EBITDA growth (₹750-800 cr) guidance in FY-27

🔹18. Krishana Phoschem (#KRISHANA): 30-35% revenue growth guidance in FY-27

🔹19. Anand Rathi Share & Stock Brokers (#ARSSBL): 30-35% PAT growth guidance in FY-27

🔹20. Capri Global Capital (#CGCL): 30%+ AUM CAGR guidance in FY-28

🔹21. Sobha (#SOBHA): 30%+ pre-sales growth guidance in FY-27

🔹22. Suryoday SFB (#SURYODAY): 30% deposit growth + doubling CLOU customer base guidance in FY-27

🔹23. Himadri Speciality (#HSCL): PAT doubling from ₹555 cr (FY25) to >₹1,100 cr by FY-28 (~26% CAGR)

🔹24. Tatva Chintan (#TATVA): 25-30% revenue growth guidance in FY-27

🔹25. Smartworks Coworking (#SMARTWORKS): 28-30% revenue growth guidance in FY-27

🔹26. Greenply Industries (#GREENPLY): 25-30% MDF volume growth guidance in FY-27

🔹27. CCL Products (#CCL): 25-30% domestic branded B2C volume growth guidance in FY-27

🔹28. Dynamic Cables (#DYCL): 25-30% solar/renewable cable revenue growth for next 3-4 years

🔹29. Aye Finance (#AYE): 25-30% AUM growth guidance in FY-27

🔹30. Gravita India (#GRAVITA): 25-30% PAT CAGR guidance for next 4-5 years

🔹31. GRSE (#GRSE): 25-30% revenue growth guidance (per Q2 FY-26 call; qualitative confidence reiterated in Q1)

🔹32. Avalon Technologies (#AVALON): 24-27% revenue growth guidance in FY-27 (double revenue to ~₹3,200 cr by FY-29)

🔹33. Tinna Rubber (#TINNARUBR): 23-28% revenue growth guidance in FY-27

🔹34. Menon Bearings (#MENONBE): 23-25% revenue growth (>₹360 cr revenue) guidance in FY-27

🔹35. Ramkrishna Forgings (#RKFORGE): 22-25% CAGR revenue growth for next 3 years

🔹36. Acutaas Chemicals (#ACUTAAS): 25% revenue growth guidance in FY-27

🔹37. Transformers & Rectifiers (#TARIL): 25% revenue growth guidance in FY-27 (16% EBITDA, 9-10% PAT margin)

🔹38. M & B Engineering (#MBEL): ~25% revenue growth guidance in FY-27

🔹39. Prostarm Info Systems (#PROSTARM): 25%+ revenue growth guidance in FY-27

🔹40. Heritage Foods (#HERITGFOOD): ~25% VAP growth guidance (annual)

🔹41. APAR Industries (#APARINDS): 25% cable value + 10% conductor volume growth guidance in FY-27

🔹42. Ujjivan SFB (#UJJIVANSFB): ~25% advances & deposit growth guidance in FY-27 (RoA 1.8-2.0%)

🔹43. CreditAccess Grameen (#CREDITACC): 20-25% AUM growth guidance in FY-27 (RoA 4-4.8%)

🔹44. Anand Rathi Wealth (#ANANDRATHI): 20-25% revenue & PAT growth guidance in FY-27 (₹1,415 cr rev, ₹460 cr PAT)

🔹45. RBL Bank (#RBLBANK): 23-24% retail deposit growth guidance over next few quarters

🔹46. Fedbank Financial / Fedfina (#FEDFINA): 20-22% growth guidance in FY-27

🔹47. Shyam Metalics (#SHYAMMETL): 20%+ revenue & EBITDA growth guidance in FY-27

🔹48. Steel Strips Wheels (#SSWL): 20%+ revenue growth guidance in FY-27

🔹49. Bandhan Bank (#BANDHANBNK): 20%+ non-EEB loan book growth guidance in FY-27

🔹50. L&T Finance (#LTF): 20%+ CAGR book growth guidance by FY-31

Follow @AdityaMittal795 for more such educational posts.

[Rajesh Singla @VTGCapital]

Transmission Sector Trends and Infrastructure Projects - Tata Power 1QFY27 Conference Call

Industry-wide Curtailment Bottlenecks: A major sector trend in Q1 was a general generation curtailment of roughly 5% across the industry due to transmission bottlenecks. While this curtailment was a general pain point for the sector during the quarter, it is expected to settle in over the coming quarters as transmission and evacuation lines progress rapidly.

Substantial Infrastructure Capex: Part of Tata Power's capital expenditure pipeline is actively divided between flue-gas desulfurization (FGD), transmission, and distribution projects. Currently, the company has a pipeline of over 2,000 kilometres of transmission lines.

Mumbai Transmission Expansion: In Mumbai Transmission, a massive investment of nearly INR 10,000 crores is planned over the next 5 years on a regulated basis. Operating under a regulated model secures stable returns, with potential financial upsides for outstanding operational efficiency and system availability.

TBCB Project Pipeline: Tariff-Based Competitive Bidding (TBCB) projects are transitioning from construction phases to active grid contributions. Specifically, the Jalpura-Khurja line is scheduled for completion in the "next few days" (relative to the late July 2026 call), and the Bikaner-Neemrana line will commission by October. The revenue, EBITDA, and profit from these projects are expected to start flowing into the financials in Q2 and subsequent quarters.

The Decade-Long Grid Evolution: As rooftop solar and domestic battery storage grow rapidly over the next decade, the market dynamics for distribution companies will transform. However, physical distribution networks will remain critical alongside new technologies and devices to manage multiple power sources and complex, multi-directional usage.

[Learner Vivek Bajaj @vivbajaj]

Someone made this cool website on India MTF

https://t.co/RAJQNQJico

[Vaibhav Sisinty @VaibhavSisinty]

10 GitHub repositories that are genuinely useful and most people have never heard of.

All free. All open source. Bookmark this 🧵

[CA Rahul Moradiya @Rahulmoradiya10]

@TheClubJunto @atulmodani Every time this reels come on screen, automatic dil want to watch this. Min 10 time watching

[IceCreamMan @Ktens]

I’m a fan of this guy. https://t.co/aRDvDVbN9j