🚨 8 STOCKS WITH POSITIVE NEWS TRIGGERS FOR TOMORROW 👀
Market sentiment remains weak, but these companies have fresh positive developments that could keep them in focus on Thursday, 10 September 👇
🔥 1. Dilip Buildcon
✅ Receives ₹1,800 Cr LOI from PNGRB
✅ Paradip–Raipur LPG Pipeline project
👉 Significant addition to order visibility.
⚡ 2. Shakti Pumps
✅ Bags ₹235.92 Cr order from MSEDCL
✅ Supply of 10,000 off-grid solar water pumping systems
✅ Execution expected within 60 days
👉 Strong renewable/agri-solar trigger.
🌱 3. Enviro Infra Engineers
✅ Subsidiary bags ₹224.19 Cr LOI from Tata Power Renewable Energy
✅ 180 MW wind EPC project in Maharashtra
👉 Another meaningful entry into renewable infrastructure.
🏗️ 4. Larsen & Toubro (L&T)
✅ Wins a LARGE offshore order from ONGC
✅ Estimated value: ₹2,500–5,000 Cr
✅ Includes platforms, pipelines & offshore infrastructure
👉 Further strengthens L&T's already massive order book.
🛣️ 5. IRB Infrastructure
✅ August toll revenue rises 25% YoY
₹646.2 Cr ➡️ ₹807.4 Cr
👉 Strong traffic/toll collection growth remains a key positive.
🏦 6. AU Small Finance Bank
✅ RBI allows ICICI Prudential AMC + associated funds to acquire up to 9.95% stake
👉 Potential institutional confidence trigger worth tracking.
⛏️ 7. Coal India
✅ Northern Coalfields production jumps 67%
✅ Coal supplies rise 75% as monsoon disruption eases
👉 Strong operational recovery could keep the stock in focus.
💻 8. Wipro
✅ Launches new CISO Command Center with CrowdStrike
✅ Focus on AI-driven cybersecurity threats
👉 Cybersecurity + AI could become an increasingly important growth vertical.
📌 My watchlist for tomorrow:
Dilip Buildcon | Shakti Pumps | Enviro Infra | L&T | IRB Infra | AU SFB | Coal India | Wipro
⚠️ Important: Positive news does NOT guarantee a positive stock reaction. In a weak market, even good news can get ignored.
Disclaimer: This post is purely for educational/informational purposes. It is NOT a recommendation to BUY, SELL or HOLD any stock. Please do your own research and consult a SEBI-registered investment adviser before investing.
#StocksToWatch #StockMarketIndia #IndianStocks #Nifty #Investing #LarsenToubro #ShaktiPumps #IRBInfra #CoalIndia
🚨 IT STOCKS ARE GETTING HAMMERED. But is the market becoming TOO pessimistic?
Today:
🔻 HCL Tech: ~-4.5%
🔻 Infosys: ~-4.4%
🔻 Tech Mahindra: ~-3.9%
🔻 TCS: ~-2.3%
🔻 Nifty IT: ~-3.2%
And several quality IT names are now trading well below their 52-week highs.
Why the fear?
❌ Higher US bond yields
❌ Weak discretionary IT spending
❌ Global uncertainty
❌ AI threatening traditional IT-services models
❌ Pressure on valuations
But here's the other side 👇
AI isn't going to eliminate IT spending.
It will CHANGE where the money is spent.
The companies that successfully move towards:
🤖 AI & GenAI
☁️ Cloud transformation
🔐 Cybersecurity
🚗 Software-defined vehicles
📊 Data engineering
🧠 Product engineering
🎨 Embedded design & engineering
could emerge much stronger from this correction.
Stocks on my radar:
⭐ Infosys
⭐ HCL Tech
⭐ Persistent Systems
⭐ LTIMindtree
⭐ KPIT Technologies
⭐ Coforge
⭐ Tata Elxsi
Tata Elxsi is especially interesting because of its exposure to:
🚗 Automotive software
🧠 Embedded systems
📺 Media & communications
🎨 Design-led engineering
🤖 AI-driven engineering services
I'm NOT saying the bottom is in.
But when quality businesses correct sharply, that's when the watchlist should get longer—not shorter.
The next big wealth creator in IT may be hiding inside today's pessimism.
Which IT stock would YOU accumulate on a major correction? 👇
⚠️ Disclaimer: This post is for educational/informational purposes only and is NOT a recommendation to buy, sell or hold any stock. Please do your own research before investing.
#ITStocks #StockMarketIndia #TataElxsi #Infosys #KPIT #Persistent #Coforge #Investing
👀 6 STOCKS ON MY RADAR FOR THURSDAY
1️⃣ #TATASTEEL
CMP ₹188.55 | 52W High ₹224.40 | P/E ~25x
🔥 Showing relative strength despite market weakness. Steel sector worth tracking.
2️⃣ #COALINDIA
CMP ~₹431 | 52W High ₹491.25 | P/E ~8.3x
💰 Attractive valuation + healthy dividend yield. A value play on my radar.
3️⃣ #FINOLEXCABLES
CMP ₹1,353 | 52W High ₹1,376 | P/E ~28x
🚀 Trading close to its 52W high. Strong momentum — worth watching.
4️⃣ #BEL
CMP ~₹414 | 52W High ₹473 | P/E ~48x
🛡️ Strong order book + defence capex theme continues to keep BEL interesting.
5️⃣ #HBLENGINE
CMP ~₹742 | 52W High ₹1,122 | P/E ~26x
⚡ Strong earnings growth while still significantly below its 52W high. Interesting risk/reward setup.
6️⃣ #ADANIPORTS
CMP ~₹1,775 | 52W High ~₹1,850 | P/E ~28x
🚢 Strong relative strength and continued capacity expansion. Keep it on the radar.
📌 In a volatile market, I prefer:
Relative Strength + Earnings + Reasonable Valuation
over blindly catching falling stocks.
Which ONE is on your radar for Thursday? 👇
⚠️ DISCLAIMER: This post is purely for educational & informational purposes. These stocks are only part of my watchlist and this is NOT a BUY or SELL recommendation. Please do your own research and consult a SEBI-registered investment adviser before making any investment decision.
#StockMarketIndia #Nifty #StocksToWatch #IndianStocks #Investing
🚨 KPIT down ~58% from its 52-week high… but Mutual Funds seem to be looking at it differently. 👀
CMP: ₹562
52W High: ₹1,328
52W Low: ₹543
Now look at this 👇
📊 Mutual Fund activity in July 2026:
✅ 68 MFs BOUGHT KPIT
❌ 50 MFs sold
🔥 Net addition: ~56.14 LAKH shares
This is interesting because MF holding had actually declined from 12.09% → 11.91% in the June quarter.
So July may be signalling a fresh reversal in institutional interest.
Why could institutions be interested after such a massive correction?
🔹 Q1 FY27 ₹ revenue growth: +8.9% YoY
🔹 New engagements won: $257 million
🔹 Net cash: ~₹900 crore
🔹 Exposure to Software-Defined Vehicles
🔹 AI-defined mobility
🔹 Autonomous driving technologies
🔹 Digital cockpit & vehicle engineering
🔹 Management expects stronger growth in H2 FY27
But ⚠️ the risks haven't disappeared.
Near-term auto R&D spending remains weak, some major customers are under pressure and Q1 EBITDA margin dropped to 17.2%.
So the real question is:
Are Mutual Funds catching a falling knife…
or accumulating KPIT near the bottom before the business cycle turns? 🤔
Definitely one stock worth keeping on the radar.
⚠️ Disclaimer: This is only an observation based on publicly available shareholding and financial data. It is NOT a recommendation to buy, sell or hold KPIT Technologies. Please do your own research.
#KPIT #KPITTech #StockMarketIndia #MutualFunds #IndianStocks #Investing #StockMarket
💎 6 Stocks Below ₹100 Worth Keeping on the Radar
Low share price ≠ cheap valuation. But a few sub-₹100 stocks currently combine reasonable valuations, improving fundamentals & interesting long-term growth triggers 👇
🔹 NMDC — ₹84.5
52W High: ₹97.49
P/E: ~10.0x | P/B: ~2.2x
FII Holding: 13.59%
🚀 Prospect: Strong ROE/ROCE + ambitious iron-ore capacity expansion towards 100 MT by FY30, along with new coal opportunities.
🔹 Bank of Maharashtra — ₹84.9
52W High: ₹94.50
P/E: ~8.8x | P/B: ~1.84x
FII Holding: 5.82%
🚀 Prospect: ROE around 23%, strong profit growth, improving retail franchise and steadily rising institutional participation.
🔹 South Indian Bank — ₹46.5
52W High: ₹49.90
P/E: ~8.1x | P/B: ~1.03x
FII Holding: 25.39% 🔥
🚀 Prospect: Interesting banking turnaround story. Improving profitability & asset quality while FIIs have steadily increased their stake.
🔹 Ujjivan Small Finance Bank — ~₹64–65
52W High: ₹73.94
P/E: ~14x | P/B: ~1.84x
FII Holding: 16.81%
🚀 Prospect: Large opportunity in underserved retail banking + financial inclusion. DII holding has also risen significantly.
🔹 Equitas Small Finance Bank — ₹72.4
52W High: ₹83.90
P/E: ~16.2x | P/B: ~1.35x
FII Holding: 15.70%
🚀 Prospect: Diversified SFB franchise across 18 states, improving earnings potential and very strong institutional ownership.
🔹 NHPC — ~₹76
52W High: ₹89.20
P/E: ~20x | P/B: ~1.85x
FII Holding: 12.29%
🚀 Prospect: India’s hydro + renewable energy expansion provides a long-term structural opportunity, along with relatively stable PSU cash flows/dividends.
📌 Price below ₹100 does NOT mean a stock is cheap. Earnings growth, ROE, debt, asset quality, cash flows & valuation matter far more than the absolute share price.
⚠️ Disclaimer: This post is purely for educational/informational purposes and is NOT a recommendation to buy or sell any stock. Please do your own research and consult a SEBI-registered investment adviser before investing.
#StockMarketIndia #StocksToWatch #Investing #IndianStocks #ValueInvesting #Nifty #FundamentalAnalysis
👀 6 STOCKS ON MY RADAR FOR WEDNESDAY
1️⃣ #HAL
CMP ₹5,031 | 52W High ~₹5,500 | P/E ~36x
🚀 +3.6% today. Defense momentum + ₹1.10 lakh Cr procurement push makes it interesting.
2️⃣ #BEL
CMP ₹414 | 52W High ₹473 | P/E ~48x
🔥 +2.4% today despite a weak market. Strong defense theme + order visibility.
3️⃣ #MAZDOCK
CMP ~₹2,467 | 52W High ₹3,061 | P/E ~39x
⚓ Still ~19% below its high. Defense/shipbuilding theme remains worth tracking.
4️⃣ #DRREDDY
CMP ₹1,151 | 52W High ₹1,415 | P/E ~30x
💊 Pharma showing relative strength. Quality defensive play ~19% below its high.
5️⃣ #REC
CMP ₹318 | 52W High ₹391 | P/E ~5.2x
💰 P/B ~1x + dividend yield ~5.9%. Valuation makes this one interesting on declines.
6️⃣ #RELIANCE
CMP ₹1,295 | 52W High ₹1,611 | P/E ~20x
👀 Nearly 20% below its 52W high. Worth watching for a rebound if crude stabilizes.
⚠️ Market remains volatile , tomorrow may be more about stock selection than index direction.
Which ONE would you pick for Wednesday? 👇
Watchlist only. Not investment advice.
⚠️ DISCLAIMER: This post is purely for educational and informational purposes. It is NOT investment advice or a recommendation to BUY/SELL/HOLD any security. I am not a SEBI-registered investment adviser. Please conduct your own research and/or consult a qualified financial adviser before making any investment decision. Market prices and valuation ratios change continuously.
#StockMarketIndia #Nifty #StocksToWatch #IndianStocks #Investing
🚨 8 Indian stocks that look UNDERVALUED on current valuation metrics
While the market keeps chasing expensive growth stories, some fundamentally established companies are still trading at surprisingly modest valuations.
Here’s my VALUATION WATCHLIST 👇
1️⃣ PFC
CMP: ₹353
52W High: ₹486.50
P/E: ~3.5x
P/BV: ~0.82x
Market Cap: ~₹1.17 lakh Cr
2️⃣ REC
CMP: ₹316
52W High: ₹390.50
P/E: ~5.3x
P/BV: ~0.99x
Market Cap: ~₹83,300 Cr
3️⃣ ONGC
CMP: ₹234
52W High: ��307.50
P/E: ~6.8x
P/BV: ~0.78x
Market Cap: ~₹2.94 lakh Cr
4️⃣ BPCL
CMP: ₹312
52W High: ₹391.65
P/E: ~7.9x
P/BV: ~1.4x
Market Cap: ~₹1.35 lakh Cr
5️⃣ COAL INDIA
CMP: ₹419
52W High: ₹491.25
P/E: ~8.2x
P/BV: ~2.1x
Market Cap: ~₹2.58 lakh Cr
6️⃣ GSFC
CMP: ₹162
52W High: ₹220.59
P/E: ~9.4x
P/BV: ~0.53x
Market Cap: ~₹6,450 Cr
7️⃣ GAIL
CMP: ₹176
52W High: ₹186.87
P/E: ~11.6x
P/BV: ~1.28x
Market Cap: ~₹1.16 lakh Cr
8️⃣ NTPC
CMP: ₹332
52W High: ₹414.40
P/E: ~11.6x
P/BV: ~1.54x
Market Cap: ~₹3.22 lakh Cr
📊 What stands out?
Several of these businesses are trading at single-digit P/E multiples, while PFC, REC, ONGC & GSFC are close to or below 1x book value.
And many are still substantially below their 52-week highs.
But remember:
LOW P/E ≠ UNDERVALUED automatically.
A stock trading at 5x earnings can remain at 5x—or become 3x—if earnings deteriorate.
Before investing, always examine:
✅ Earnings growth
✅ ROE / ROCE
✅ Debt & cash flows
✅ Management quality
✅ Sector cycle
✅ Future growth triggers
✅ Sustainability of current profits
Sometimes the market gives you an opportunity.
Sometimes the market is warning you about something.
Finding the difference is where investing gets interesting. 📈
Out of these 8, which ONE would you pick at the current price? 👇
⚠️ DISCLAIMER: This post is purely for educational and informational purposes. It is NOT investment advice or a recommendation to BUY/SELL/HOLD any security. I am not a SEBI-registered investment adviser. Please conduct your own research and/or consult a qualified financial adviser before making any investment decision. Market prices and valuation ratios change continuously.
#StockMarketIndia #IndianStocks #ValueInvesting #Investing #ShareMarket #StocksToWatch #Nifty50 #LongTermInvesting
@18002096006 Its done now..thanks ..but please dont make customers to escalate to such extent for resolution of issues. It should be addressed on priority.
@Mahindra_Auto@MahindraRise@anandmahindra@rajesh664
Still NO RESPONSE. I submitted RC + consent as requested to update my mobile number for Mahindra For You. Multiple emails & follow-ups have been ignored. Extremely disappointing support. Please intervene and resolve this.
One thing I’ve learnt in markets: great wealth is rarely created by chasing what is already popular. It is often created by identifying quality businesses during periods of doubt, disappointment or temporary slowdown and then having the patience to sit through the uncomfortable phase.
A few Indian technology companies I’m watching very closely for the next several years:
KPIT Technologies
CMP: ₹575
52W High: ₹1,328
P/E: ~27x
Almost 57% below its 52-week high.
Newgen Software
CMP: ₹525
52W High: ₹1,042
P/E: ~24x
Almost 50% below its 52-week high.
Persistent Systems
CMP: ₹5,643
52W High: ₹6,599
P/E: ~46x
Around 15% below its 52-week high.
Coforge
CMP: ₹1,973
52W High: ₹2,021
P/E: ~50x
Trading close to its 52-week high.
Different valuations. Different stages of the cycle. Different risk-reward setups.
But what interests me is the bigger picture.
These are businesses operating in areas where I believe the opportunity runway could remain significant for years ,digital engineering, enterprise software, cloud transformation, AI-led technology spending and increasingly specialised technology services.
Will all four become huge winners? Nobody knows.
Could some of them disappoint? Absolutely.
But I have a strong feeling that KPIT, Newgen Software, Persistent Systems and Coforge could look very different in market capitalisation 5–10 years from now.
The difficult part may not be identifying the companies.
The difficult part will be having the patience, conviction and willingness to hold through 30–50% drawdowns, bad quarters, valuation compression and periods when the market completely loses interest.
That is usually where conviction gets tested.
Businesses compound quietly. Stock prices rarely do.
If the underlying business keeps getting stronger, sometimes time becomes the biggest edge an investor can have.
I could be completely wrong and only time will tell.
Not investment advice or a recommendation to buy/sell any security. I am not a SEBI-registered investment adviser. Please do your own research and consult a qualified financial adviser before making investment decisions.
दिल्ली के सत्य निकेतन इलाके में एक इमारत अचानक गिर गई.
बताया जा रहा है कि इस इमारत में ज्यादातर दिल्ली यूनिवर्सिटी के छात्र रहते थे. इमारत के नीचे कई छात्रों के दबे होने की आशंका है.
Dear Wealth Builders,
Finding a stock is easy.
Finding a business worth owning for years is much harder.
I don’t start with stock tips, targets or market noise. I start with numbers.
There’s an old saying:
“Give someone a fish and you feed them for a day. Teach them how to fish and you feed them for a lifetime.”
So instead of giving you a stock name, here are some of the filters I use to hunt for quality businesses 👇
📌 ROE > 15%
I want businesses that generate healthy returns on shareholders’ capital.
📌 CFO ≥ 60–75% of Net Profit
Profits should eventually translate into cash. Earnings without cash flow deserve deeper scrutiny.
📌 Contingent Liabilities < Net Profit
Large off-balance-sheet obligations can become tomorrow’s problem.
📌 Promoter Holding > 45%
I generally prefer meaningful promoter skin in the game—while also checking pledging and governance.
📌 Price-to-Book < 6x
A great business can still become a bad investment if bought at an unreasonable valuation.
📌 Debt/Equity < 0.2x
Low leverage gives businesses room to survive downturns and compound through cycles.
📌 Rising Net Block / Productive Assets
I look for evidence that management is actually investing behind future growth—not merely talking about it.
📌 Market Cap: ₹50 Cr–₹2,000 Cr
This is where I specifically look for smaller, scalable and relatively under-researched opportunities.
📌 Healthy & Consistent Tax Payments
Cash taxes should broadly support the quality of reported earnings over time.
📌 Dividend Track Record
Not compulsory for every growth company, but genuine cash returned to shareholders can be a useful signal.
📌 3-Year Sales Growth > 8% CAGR
Sustainable earnings growth usually needs a growing underlying business.
📌 Other Income < 40% of Net Profit
I prefer profits generated by the core business, not investments or one-offs.
📌 5-Year Average ROE > 15%
One exceptional year can mislead. Consistency across years matters more.
📌 ROA > 10%
Assets should work hard. Capital-intensive growth without adequate returns can destroy value.
But remember:
A screener finds candidates. It does NOT find investments.
After these filters, the real work begins—understanding the business model, management quality, competitive advantage, industry runway, capital allocation, valuation and risks.
Numbers tell you where to look.
Research tells you what to buy.
Patience determines what you earn.
📌 Save this framework for your next stock-screening session.
What is the ONE filter you never compromise on while selecting a stock?
#Investing #StockMarket #FundamentalAnalysis #WealthCreation #IndianStockMarket #SmallCaps
🎬 Great movies/shows every investor should watch at least once:
Scam 1992 — SonyLIV ⭐ 9.2
The Wolf of Wall Street — Lionsgate Play / JioHotstar ⭐ 8.2
The Big Short — Rent on Prime Video / Apple TV ⭐ 7.8
Moneyball — ⭐ 7.6
Margin Call — Prime Video ⭐ 7.1
Dumb Money — Vi Movies & TV ⭐ 6.8
Not just entertainment — these teach you about greed, bubbles, risk, psychology, valuation & market cycles. 📈
📌 Bookmark this for the weekend.
What would you add to the list? 👇
🔥 10 High-Growth Pharma/CDMO Stocks to Track in FY27
Q1 FY27 has thrown up some seriously strong numbers in the Indian pharma manufacturing space. 📈
Here are 10 names on my radar, ranked roughly by YoY revenue growth:
1. Neuland Laboratories
Revenue +119% YoY 🚀
Strong momentum across Custom Manufacturing Solutions + APIs. PAT jumped sharply as margins expanded.
2. Acutaas Chemicals
Revenue +59% YoY
Pharma intermediates/CDMO remains the key growth engine. Management continues to target ~25% FY27 revenue growth.
3. Shilpa Medicare
Revenue +45% YoY
PAT +115% YoY. API + formulations + biologics with growing CDMO opportunities.
4. Aarti Pharmalabs
Revenue +39% YoY
Strong xanthine performance + expanding CDMO capacity. Another interesting capex-led growth story.
5. OneSource Specialty Pharma
Revenue +37% YoY | EBITDA +39% YoY
One of the most interesting pure CDMO plays — semaglutide, biologics, drug-device combinations & global partnerships.
6. IOL Chemicals & Pharmaceuticals
Revenue +37% YoY
Pharma segment itself grew ~43%. Moving beyond its traditional Ibuprofen/API base.
7. Senores Pharmaceuticals
Revenue +36% YoY | EBITDA +87% YoY
Regulated-market business + CDMO/CMO opportunity continues to scale.
8. Innova Captab
Revenue +34% YoY | PAT +42% YoY
CDMO + branded generics with the Jammu facility gradually ramping up.
9. Supriya Lifescience
Revenue +31% YoY
Strong API franchise + CDMO expansion opportunity. Profitability needs to be watched after a weaker Q1 PAT.
10. Ind-Swift Laboratories
Revenue +25% YoY
API/contract manufacturing play with a sharp improvement in Q1 profitability.
📌 Bookmark this list.
India’s CDMO opportunity is getting bigger as global pharma companies diversify supply chains, but the winners will be decided by execution, regulatory compliance, capacity utilisation & margins — not just revenue growth.
Which 2 would you pick for the next 3–5 years? 👇
#CDMO #Pharma #IndianStocks #StockMarket
Past multibaggers can fall hard too:
RVNL ₹647→₹212 (-67%)
IRCON ₹352→₹119 (-66%)
IREDA ₹310→₹114 (-63%)
Jupiter Wagons ₹748→₹245 (-67%)
SJVN ₹170.5→₹65 (-62%)
Titagarh ₹1,897→₹872 (-54%)
Lesson: a great story at the wrong price can still hurt. 📉
#StockMarketIndia