The Multibagger Rule: PEG Below 1
"I prefer to buy companies at the lowest possible PEG ratio. When a stock is available at a PEG below 1, it has the potential to become a multibagger."
"In other words, if the expected cumulative profits of next 5 years are equal to more than its current market capitalization, its a multibagger in making. But they're extremely difficult to identify in advance."
- Manish Sonthalia (Director and Chief Investment Officer, Emkay Investment Managers Ltd)
🔥AI/Data Center Stocks FY27 Guidance.
BookMark It Must 🔖
1. MTAR - 80%+ above revenue growth
2. Netweb Technology - 35-40% above revenue growth.
3. Xtranet Technologies- 30-40% Growth Topline
4. E2E Networks - Huge GPU Supply /No specific guidance
5. ESDS - 30% Revenue Growth guidance.
6. HFCL - 60% FY27 revenue growth guidance increased.
7. Sterlite - company guided 23% EBITDA in FY27. Hyper scale growth.
8. Black box - Data Centre contribution expected 23-27% of FY27 revenue.
9. Marine Electricals - hyper-growth opportunity. (50% above expected)
10. TD Power -Raised to 2,600 Cr. In FY27 (40% Above Guidance)
11. KRN Heat Exchanger- 60% above growth in FY27.
12. Aeroflex - Up to 40% growth in FY27
13. SETL - Revenue Guidance: 40-50% growth by FY27 (All Rounder)
14. Diacabs - Expected FY27 revenue growth: 40% to 70%
📌India’s data centre industry has continued its rapid expansion into 2026, underpinned by strong demand from cloud adoption, AI workloads, digitalisation and supportive government policy
Which One Do You have? comment 👇
Bookmark this right now folks. These 6 minutes are worth more than any expensive seminar you will ever pay for, & the 7 rules shared here are the exact things nobody taught us in school but life eventually forces us to learn the hard way !
"obstacles come not to obstruct but to instruct" is my favorite rule here ! 👌💯
Proxy of BESS🔖🔖🔖
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Dis- only for study purpose
Irctc
Inox wind
Vibhav Global
Pine labs
ITC
Waaree Energies
Ola Elec
Pfc
Sail
Rec
Irfc
Rpower
Rvnl
Ireda
Rtnpower
Ttml
Tata power
Most common stocks where mjority retailers are trapped!
Are you holding any of them? 👇
TOP ANNOUNCEMENTS FOR THE DAY
#STLTECH:The company has secured a ₹10,800 Cr long-term supply agreement with a hyperscale partner.
#GPTINFRA: The company has received a ₹385 Cr order from Transnet Freight Rail, South Africa, for manufacturing railway concrete sleepers.
#TDPOWER: The company has secured ₹192 Cr orders for the supply of TDPS-designed 2-pole generators for gas turbine applications.
#HEGAD: The company has received ₹127.35 Cr orders from Indus Towers for the supply of lithium-ion battery banks.
#NBCC: The company has secured orders worth ₹28.78 Cr for civil construction.
#BARODAEX:The company has received purchase orders worth ₹27.83 Cr for copper alloy products.
#MAYASHEEL: The company has received a ₹20.83 Cr Letter of Award for an infrastructure project in Uttar Pradesh.
#CESL: The company has been awarded orders worth ₹14.25 Cr from a leading solar photovoltaic module manufacturer.
#AVANTEL: The company has secured a ₹6.02 Cr contract from the Directorate of Electrical Engineering, Ministry of Defence.
#DHABRIYAPLY: The company has received a ₹4.75 Cr work order from NCC Urban Infrastructure for the supply and installation of uPVC doors and windows.
#SIGNORIA: The company has secured a ₹2.85 Cr supply order from Zivore Apparel.
WATCH | US President Donald Trump says, "I spoke to Benjamin Netanyahu about this incident... It seems as though the co-pilot was perhaps a terrorist or perhaps a whack job, and he stabbed the pilot... The pilot was in very bad shape... But in a way, he was a hero to open the door..."
My salute to the Indian pilot Captain Smit Machchhar for his extraordinary bravery.
Despite being stabbed and seriously injured, he fought back, resisted, opened the cockpit door, and enabled passengers and crew to overpower the attacker — preventing a catastrophic mid-air disaster.
He saved the lives of 174 people, including Israeli citizens and other nationals.
I wish Captain Machchhar a speedy and full recovery.
He is a true hero.
Shri Samarth Ramdas wrote about procrastination, focus and power of good habits 350 years ago. Modern psychology is now saying the same things.
In my new Substack essay, I quote five ovis from the Dasbodh and their relevance to modern life. Do read, and if it resonates with you, do share and subscribe.
https://t.co/GD8vju4QVx
Chetan Jayantilal Shah 🔥
New name in the portfolio - NRB Bearings
Picked up 12.5L Shares in Q1 FY27
Bought 1.29% Stake worth ₹67 Crore
Holds 60% Market share in Needle Rollers
Over 90% of vehicles run on NRB bearings
Now Joins Nalanda & HDFC Small Cap on the shareholder list, three big names
Known for his patience, he doesn’t rush to exit when he finds a business he believes in
Market leader in a critical niche, tacking closely
He delivered a 4,300% return on Supreme Industries.
He captured a massive 2800% return on HBL Power.
He made a 600% return on PG Electroplast.
He is none other than Abhishek Basumallick (@a_basumallick)
In my recent podcast, he revealed game-changing insights on stock selection and wealth creation:
→ Buy when prices go up, not down. A falling stock usually means you're either buying a weak business or entering at the wrong time.
→ Technicals and price momentum drive short-term performance, but over the long term, fundamentals and earnings drive the stock price.
→ Role Luck & Alternate History. Every market outcome is just one of many possible paths that could have played out.
→ Why some stocks don't perform despite solid earnings growth: a stock may stagnate due to ongoing concerns
from past promoter-related issues.
This episode is powered by @_groww.
Check out the full episode with Mr. Abhishek Basumallik on my YouTube channel!