Sumit Mehrotra

Former Anchor @CNBC_Awaaz, @ZeeBusiness. tweets are personal

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[Sumit Mehrotra @SumitResearch]

सर्वे भी तू सर्वा भी तू ,

जीवन भी तू म्रत्यु भी तू ,

दाता तू विधाता तू

देता तू लेता तू ,

सत्य तू असत्य हम ,

भग्वन तू मनुष्य हम

शिव तू सुंदर तू शक्ति

तू सब कुछ तू मैं कुछ नहीं

जीवन तू मैं कुछ नहीं

🙏 🙏🙏 Gratitude
#Weekendvibes

[Sumit Mehrotra @SumitResearch]

AGI INFRA Rs 275 crores QIP launched

Indicative Issue Price: INR 265 per Equity Share as per media report

Dilution (at Indicative Price): 8.3% of pre-issue outstanding equity share capital

QIP funds will be used for ongoing Real Estate Projects in Punjab

Has nearly 152 acres of land bank as well for future growth

[Sumit Mehrotra @SumitResearch]

FII, DII को पसंद ये Smallcap ?

[Sumit Mehrotra @SumitResearch]

Something doesn’t add up, in the way the 2020 TVS restructuring is being discussed.

This ET article explains that the arrangement dealt with the separation of family branches. But that doesn’t necessarily mean every economic interest within those branches was also settled.

Think about it. If a family receives a share of a business, does that automatically mean everyone in that household has agreed on their individual entitlements?

Of course not.

So why assume that a settlement at one level answers questions at another?

https://t.co/wmpbfkP4Rx

[Sumit Mehrotra @SumitResearch]

NVIDIA Down 10% in premarket

Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.

[Sumit Mehrotra @SumitResearch]

₹77,000 Cr Buying in 9 Sessions

12th Nov: ₹7,146 cr 🟩
11th Nov: ₹12,563 cr 🟩
9th Nov: ₹7212 cr 🟩
6th Nov: ₹13,749 cr 🟩
5th Nov: ₹14,974 cr 🟩
4th Nov: +7,284Cr 🟩
3rd Nov: +6836 Cr 🟩
2nd Nov: +3114 Cr 🟩
30th October: +3598 Cr 🟩

[SURE @sureoffmedia]

PE या PEG किस पर करें भरोसा? @ashishkila (Director, @PerfectWealth_ )

Watch Full Podcast: https://t.co/4Kx6nQlECT

(Moneynaama, PE, PEG, Sumit Research Podcast, Ashish kila)

[Sumit Mehrotra @SumitResearch]

रिटेल शेयरहोल्डर्स की बढ़ती कतार

Retail Shareholders increase 5x in 1 Year

Cupid at New Life High

Share Up 580% in 1 Year

Qtr: Number of Retail Shareholders

Sept 2026: 4,65,021
June 2026: 2,91,563
March 2026: 2,06,785
December 2025: 1,43,427
Sept 2025: 95,610

[Sumit Mehrotra @SumitResearch]

MSCI INDIA SMALL CAP INDEX REVIEW: 10 STOCKS ADDED, 29 REMOVED , Effective Date: November 30, 2026 (Market Close)

ADDITIONS – 10 STOCKS

 1.⁠ ⁠Aequs
 2.⁠ ⁠Apollo Micro Systems
 3.⁠ ⁠AXISCADES Technologies
 4.⁠ ⁠Cochin Shipyard
 5.⁠ ⁠Diamond Power Infrastructure
 6.⁠ ⁠E2E Networks
 7.⁠ ⁠Molbio Diagnostics
 8.⁠ ⁠PI Industries
 9.⁠ ⁠SG Mart
10.⁠ ⁠Shadowfax Technologies

[Sumit Mehrotra @SumitResearch]

MSCI INDIA SMALL CAP INDEX REVIEW: 10 STOCKS ADDED, 29 REMOVED, Effective
Date: November 30, 2026 (Market Close)

DELETIONS – 29 STOCKS

1. Aditya Birla Fashion
2. Ahluwalia Contracts
3. Arvind Fashions
4. Ashapura Minechem
5. AvenuesAI
6. Borosil Renewables
7. Campus Activewear
8. Coforge
9. CSB Bank
10. G R Infraprojects
11. GSPL Transmission
12. Happiest Minds Technologies
13. Hindustan Construction
14. India Cements
15. Inox Green Energy Services
16. Ion Exchange India
17. Jupiter Wagons
18. Maharashtra Seamless
19. Mishra Dhatu Nigam
20. PNC Infratech
21. Praj Industries
22. Sandur Manganese & Iron
23. Senco Gold
24. Shakti Pumps India
25. Signatureglobal India
26. Tata Teleservices Maharashtra
27. Transport Corporation of India
28. Triveni Engineering & Industries
29. TTK Prestige

[Sumit Mehrotra @SumitResearch]

Good morning

जय जगन्नाथ जी महाप्रभु

[Sumit Mehrotra @SumitResearch]

₹70,000 Cr Buying in 8 Sessions

11th Nov: ₹12,563 cr 🟩
9th Nov: ₹7212 cr 🟩
6th Nov: ₹13,749 cr 🟩
5th Nov: ₹14,974 cr 🟩
4th Nov: +7,284Cr 🟩
3rd Nov: +6836 Cr 🟩
2nd Nov: +3114 Cr 🟩
30th October: +3598 Cr 🟩

[Sumit Mehrotra @SumitResearch]

1 हफ़्ते में 25% रिटर्न ?

Stocks Up More than 25% in 1 Week

Sai Silk: +40%
Tera Soft: +35%
Jyoti Structure: +32%
KPEL: +32%
Kalyan Jeweller: +32%
Alembic Pharma: +30%
Parag Milk: +30%
MM Forgings: +30%
STL Network: +29%
Neogen Chem: +28%
IIFL Finance: +27%
Alembic: +26%
Rolex Ring: +26%
KP Green: +25%
Enter Health: +25%
Uno Minda: +25%
Sai Life: +25%

[Sumit Mehrotra @SumitResearch]

Jyoti Structures gains more than 18% in trade as it targets for larger order book with lender support

They have Secured bank guarantees/letters of credit worth INR 510.59 Cr

Also Lenders are progressively releasing facilities as per NCLT plan

This development is crucial as it enables the company to execute its existing orders and pursue new opportunities in the power transmission and infrastructure sectors, thereby strengthening its operational capabilities.

it further Strengthens operational platform and increased order execution capacity.

Company Snapshot:
Jyoti Structures Ltd specializes in power transmission and infrastructure projects, with a focus on enhancing operational efficiency.

[Sumit Mehrotra @SumitResearch]

Smallcap फंड के लार्ज रिटर्न

[SURE @sureoffmedia]

KP Group के Success की कहानी | @drfarukkp (Founder & Chairman, KP Group)

Watch Full Podcast: https://t.co/L5BAoZwKa0

@kpgroupgreen

(Businessnaama, Dr. Faruk G. Patel, KP Group, Sumit Mehrotra, Sumit Research Podcast)

[Sumit Mehrotra @SumitResearch]

@NITINPA14963052 Some technical issues we are working on it

[Sumit Mehrotra @SumitResearch]

छोटी फार्मा, बने रॉकेट ?

[Sumit Mehrotra @SumitResearch]

@CharanSing60752 Singh sahab samay samay par dono ki baat ki inme se kuch naam 6 mahine pehle baat ho chuki, but still ur suggestion are well taken

[Sumit Mehrotra @SumitResearch]

@VinayKu39971294 Shukriya Kumar sahab

[Sumit Mehrotra @SumitResearch]

Pharma Sector at New High

[DIXIT AGGARWAL @Dixitagg]

THE INDIAN AI STOCKS MOMENT : PHARMA SECTOR

1. Shilpa Medicare: 155%
2. Lauras lab: 150%
3. Sai life: 110%
4. Glenmark Pharma: 48%
5. Suven life: 50%
6. Divis lab: 73%
7. Gland Pharma: 77%
8. Akums drugs: 70%

Expensive keeps getting expensive

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