Rajeev Singh

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𝙎𝙩𝙖𝙮 𝙞𝙣𝙫𝙚𝙨𝙩𝙚𝙙

[Rajeev Singh @RajeevNxt]

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[Rajeev Singh @RajeevNxt]

@Surendraanalyst Bhel on breakout

[Rajeev Singh @RajeevNxt]

@dsk4u #FILATEX

[Rajeev Singh @RajeevNxt]

@erbmjha @kunalkamra88 ISKO CHAPPAL SE MAARNE WALE KO MERE TARAF SE 10000 RS KA INAAM

[Rajeev Singh @RajeevNxt]

@nish_khare MANKIND

[Rajeev Singh @RajeevNxt]

@nish_khare AJANTA #PHARMA

[Rajeev Singh @RajeevNxt]

@ArindamPramnk KRN HEAT EXCHANGER ON BREAKOUT

[Rajeev Singh @RajeevNxt]

#MRPL Q1FY27 Results Analysis (June 2026 Quarter)

Positives

1. Revenue almost doubled
Revenue surged 98% YoY to ₹41,609 Cr, indicating significantly higher sales and/or better product realizations.

2. Huge profit turnaround
Q1FY26: Loss of ₹271 Cr
Q1FY27: Profit of ₹946 Cr
This is the biggest positive in the results.

3. Lower debt
Borrowings reduced from:
₹14,334 Cr (Mar-26)
₹11,563 Cr (Jun-26)
Debt reduction improves future profitability through lower interest burden.

4. Strong Interest Coverage
Interest Coverage Ratio improved to 7.74x, indicating comfortable debt servicing.

One Important Point:-
The company booked an exceptional income of ₹471.76 Cr due to the revision of petroleum product prices relating to supplies made in an earlier period.
Without this one-time gain:
Reported PBT: ₹1,246 Cr
Adjusted PBT: ~₹774 Cr

The core business is still profitable, but reported earnings are boosted by this exceptional item.

Tax Benefit:-
MRPL opted for the new lower corporate tax regime.
Effective tax rate reduced from 34.94% to 25.17%, which should support earnings going forward.

Margins
Operating Margin: 5.76%
Net Margin: 2.48%
Margins remain thin, which is typical for refinery businesses, but are significantly better than the year-ago period.

Things to Watch
Governance
The company still does not have the required number of Independent Directors, so Audit Committee functions are currently being performed by the Board until appointments are made. This is a governance issue to monitor.

Refining business
Future earnings will depend on:
Singapore GRMs (refining margins)
Crude oil prices
Product cracks
Inventory gains/losses
Investment View

Positives
✅ Revenue nearly doubled
✅ Profit turnaround
✅ Debt reduced
✅ Lower tax rate
✅ Strong interest coverage

Negatives
⚠️ Around ₹472 Cr of profit is from a one-off exceptional gain.
⚠️ Refining remains a cyclical business.
⚠️ Governance issue regarding Independent Directors is yet to be resolved.

[Rajeev Singh @RajeevNxt]

@Ashish_4vedi kati patang

[Rajeev Singh @RajeevNxt]

🚨 Angel One Q1FY27 Results

💰 Revenue: ₹1,410 Cr (+26% YoY | -2.4% QoQ)

📈 PAT: ₹271 Cr (+102% YoY | -23% QoQ)

💹 EPS: ₹2.97 (+101% YoY | -23% QoQ)

🎁 Board declares ₹1/share Interim Dividend
📅 Record Date: 21 July 2026

💸 Dividend payable on/before 14 Aug 2026

Despite a sequential decline, Angel One delivered strong YoY growth and rewarded shareholders with an interim dividend.
#AngelOne #Q1FY27 #StockMarket #Results #Dividend

[Rajeev Singh @RajeevNxt]

@REDBOXINDIA kaynes, moschip

[Rajeev Singh @RajeevNxt]

#BHEL Shareholding Update (Jun'26)

📌 FIIs have made a strong comeback in BHEL.

✅ FII holding jumps to 9.51% (from 7.23% in Mar'26)
✅ DII holding remains elevated at 22.44%
⚠️ Promoter holding declines from 63.17% to 58.17% (likely due to stake dilution/issuance—not necessarily selling)
📉 Public holding falls to 9.88%
Key Takeaway:
Institutional ownership (FIIs + DIIs) is at its highest in recent quarters, indicating continued confidence from large investors.

[Rajeev Singh @RajeevNxt]

The charts of both these #pharma stocks look promising.

[Rajeev Singh @RajeevNxt]

केंद्र सरकार ने India Semiconductor Mission (ISM) 2.0 को मंजूरी दी है, जिसकी कुल लागत लगभग ₹1.27–1.40 लाख करोड़ है। इसका उद्देश्य भारत को सिर्फ चिप असेंबली नहीं, बल्कि पूरी सेमीकंडक्टर वैल्यू चेन में मजबूत बनाना है। (Moneycontrol)

मुख्य बिंदु:

💰 ₹1.4 लाख करोड़ तक का बड़ा निवेश।
🏭 अब फोकस केवल चिप फैब पर नहीं, बल्कि:
Semiconductor equipment
Materials
Specialty chemicals
Chip design (R&D)
Packaging & testing
Skill development

🌍 आयात पर निर्भरता कम होगी और भारत की वैश्विक सप्लाई चेन में हिस्सेदारी बढ़ेगी।
🤝 अमेरिका, यूरोप और जापान की कंपनियों के लिए भी नए अवसर खुलेंगे। (Moneycontrol)

शेयर बाजार पर संभावित फायदा
Positive for:
Kaynes Technology
CG Power
Dixon Technologies
Tata Electronics (अनलिस्टेड)

Micron India ecosystem

EMS, PCB, electronics manufacturing और semiconductor supply chain से जुड़ी कंपनियां। (Moneycontrol)

यह खबर भारत के सेमीकंडक्टर और इलेक्ट्रॉनिक्स मैन्युफैक्चरिंग सेक्टर के लिए दीर्घकालिक (long-term) सकारात्मक मानी जा रही है।

[Rajeev Singh @RajeevNxt]

@SECTOR_RES0123 @Stockwallah0123 5 saal se padh rha hu

[Rajeev Singh @RajeevNxt]

@Yuvraj_77 #groww shareholding pattern

[Rajeev Singh @RajeevNxt]

@ThetaVegaCap #abbindia

[Rajeev Singh @RajeevNxt]

@KommawarSwapnil #groww Q on Q flat result

[Rajeev Singh @RajeevNxt]

@ThetaVegaCap #aarti industries on breakout