Sasha Raghavan

Financial News Analyst - ET Now

[Sasha Raghavan @SashaRaghavan]

Experiencing India’s growth story first-hand.

A fascinating visit to @larsentoubro Planet as a News Analyst, exploring landmark projects, engineering and innovation shaping India’s future.

An experience beyond the numbers.

#ETNow #Infrastructure #Innovation

[ET NOW @ETNOWlive]

#WATCH | PTC Industries’ ₹1,800 Cr QIP

Sasha breaks down PTC Industries’ ₹1,800 crore QIP, with an indicative issue price of ₹21,060 per share, representing an 8.9% discount to the previous close. The issue involves around 5.7% equity dilution, with proceeds earmarked for debt repayment, working capital and expansion at its subsidiaries Aerolloy Technologies and Trac Precision Solutions.

#PTCIndustries #QIP #FundRaise #Aerospace #Defence #CapitalMarkets #Stocks #Sasha #ETNOW
@SashaRaghavan

[ET NOW @ETNOWlive]

#StockInNews | Transrail Lighting shares gain after the company wins new orders worth ₹400 crore in its Transmission & Distribution business, while Antique retains a Buy rating on the stock

@SashaRaghavan with details

#TransrailLighting #StockMarket #Markets

[Sasha Raghavan @SashaRaghavan]

Experiencing India’s growth story first-hand.

A fascinating visit to @larsentoubro Planet as a News Analyst, exploring landmark projects, engineering and innovation shaping India’s future.

An experience beyond the numbers.

#ETNow #Infrastructure #Innovation

[ET NOW @ETNOWlive]

#WATCH | Rupee hits fresh low: What’s driving the fall?

Sasha brings you the details as the rupee faces pressure from elevated crude oil prices, foreign investor outflows, rising US bond yields and geopolitical tensions. Higher oil prices are also adding to concerns around India’s import bill, inflation and the current account.

#Rupee #IndianRupee #Currency #CrudeOil #FII #USBondYields #IndiaEconomy #Markets #ETNOW @SashaRaghavan

[ET NOW @ETNOWlive]

#WATCH | Eight #IPOs are set to hit the primary market this week, with a combined issue size of nearly ₹2,368 crore as investors track subscription trends and key offerings

@SashaRaghavan with the IPO lowdown

[ET NOW @ETNOWlive]

#StockInNews | Paras Defence is in focus after #Nuvama’s management meet highlighted a strong order pipeline and 27–30% EBITDA margin guidance

@SashaRaghavan with more details

[ET NOW @ETNOWlive]

#StockInNews | #Aequs is in focus after its board cleared a ₹650 crore preferential issue through warrants, with the fresh capital set to strengthen the company’s growth plans

@SashaRaghavan with more details

[ET NOW @ETNOWlive]

#StockInNews | #Oracle in focus as delays in securing power supply trigger a force majeure notice for its Project Jupiter AI data centre campus in New Mexico.

@SashaRaghavan with the details

[ET NOW @ETNOWlive]

#WATCH | Oracle’s Project Jupiter delay puts Bloom Energy, MTAR Tech in focus

Sasha explains Oracle’s force-majeure notice on its 2.45 GW Project Jupiter AI data centre in New Mexico, the delay to the gas pipeline supplying the project and why the development has put Bloom Energy and MTAR Technologies in focus.

#Oracle #ProjectJupiter #BloomEnergy #MTARTechnologies #AIDataCenter #DataCenters #ArtificialIntelligence #Energy #Sasha #Markets #ETNOW @SashaRaghavan

[ET NOW @ETNOWlive]

#WATCH | Avantel bags ₹177-crore satellite communication order

Sasha explains Avantel’s ₹177.35-crore purchase order from Zetwerk Manufacturing Businesses for satellite communication equipment, with execution scheduled by March 2027. The order adds to the company’s near-term revenue visibility and strengthens its satellite communication business.

#Avantel #Zetwerk #SatelliteCommunication #OrderWin #Defence #Telecom #Markets #ETNOW
@SashaRaghavan

[ET NOW @ETNOWlive]

#StockInNews | #VikranEngineering soars in trade after securing a ₹153.76 crore POWERGRID order, adding around 2.4% to its order book

@SashaRaghavan with details

[ET NOW @ETNOWlive]

#StockInNews | BDL is in focus after securing an ₹810 crore order from the Ministry of Defence

@SashaRaghavan with details

#BDL #Defence #DefenceStocks

[ET NOW @ETNOWlive]

#StockInNews | Transrail Lighting is in focus after completing Phase 1 of its Silvassa expansion, raising conductor manufacturing capacity to 40,800 km annually

@SashaRaghavan with more

[ET NOW @ETNOWlive]

#WATCH | Why is Transrail Lighting rallying?

Sasha decodes the key triggers behind the stock’s move, with the company expanding its conductor manufacturing capacity and strengthening backward integration. The expansion is expected to support execution of its strong order pipeline and future growth.

#TransrailLighting #Stocks #StockMarket #ETNOW @SashaRaghavan

[ET NOW @ETNOWlive]

#WATCH | What’s driving Jyoti CNC’s growth — and what are the key risks?

Sasha brings you more on Jyoti CNC Automation, from the promoter pledge unwind and strong order book to capacity expansion and growth expectations.

#JyotiCNC #JyotiCNCAutomation #Stocks #Markets #StockMarket #ETNOW @SashaRaghavan

[ET NOW @ETNOWlive]

#WATCH | Berkshire Hathaway After Buffett: What Does The Next Chapter Look Like?

Sasha explains Berkshire Hathaway’s extraordinary long-term wealth creation, its nearly $400-billion cash pile earlier this year, continued investments in Apple and Japan’s five major trading houses, and the company’s transition to new leadership.

With Warren Buffett now Chairman Emeritus, Howard Buffett taking over as board chairman and Greg Abel leading as CEO, the focus shifts to Berkshire’s capital allocation strategy and its next phase of growth.

#WATCH #BerkshireHathaway #WarrenBuffett #GregAbel #HowardBuffett #Investing #StockMarket #ETNOW @SashaRaghavan

[Sasha Raghavan @SashaRaghavan]

Is D-Street heading for a December earnings shock?

Rising inflation could squeeze corporate margins this quarter and JP Morgan has a clear view on what's coming.

My latest for ET Now 👇
https://t.co/ZjpqACFI9E

#Nifty #StockMarket #Earnings #Inflation

[ET NOW @ETNOWlive]

#WATCH | Berkshire Hathaway After Buffett: What Comes Next?

The company has entered a new leadership phase after Warren Buffett stepped down as chairman and became Chairman Emeritus, with Howard Buffett taking over as chairman and Greg Abel continuing as CEO.

Sasha breaks down Berkshire’s six-dec ade transformation, its record cash pile, changing equity portfolio and long-term Japanese investments, and what the transition could mean for the conglomerate’s next chapter.

#WATCH #BerkshireHathaway #WarrenBuffett #GregAbel #HowardBuffett #Investing #StockMarket #ETNOW @SashaRaghavan

[ET NOW @ETNOWlive]

Wall Street trades cautiously ahead of the Fed’s highly anticipated rate decision, with investors weighing White House pressure for a pause, inflation risks, easing oil prices and softer Treasury yields

@SashaRaghavan is here with the details