Aks

Investor in Indian equities. Interested in mid & small cap stocks.

[Aks @Akhkr]

@durairams @450 Nope, just observation. Ashish Kacholia has already sold majority holdings in June qtr. Rest of the non promoter allottees might have been doing now, once the opportunity is available.

[Aks @Akhkr]

#SGFinserve Heavy offloading in last week + today appears to be done by QIP allottees who got it @450

They made quick exit when result was expectd to be good and others were ready to absorb the qty

Now it may slowly go back to normal trading with up bias in few days #SGFin

[Aks @Akhkr]

@yatinmota Indeed, CPC prices are now flying. In May month itself it has gone up by 20%.
#RainIndustries

[Aks @Akhkr]

@yatinmota Rain Industries CTP plants are in Europe and North America. CTP prices are not rising much there. It is Oversupply there. CPC prices are up, not that much.

News article is about Coal Tar, which is raw material for CTP. No impact on Rain Inds. It matters to Himadri Sp (#HSCL)

[Aks @Akhkr]

@a1239234 it fell because of company announcement prior to results in early Feb.

[Aks @Akhkr]

Rainindustries Q4 results

-ve : Currency, Crude, writeoffs, rising costs, WHR breakdown (lower energy sales). decling margins in CTP, Cement.

+ve : CPC is good, Cement & Chemicals are slightly better in Q1

Overall, better then feared. Cement expan postponed

Rain Industries

[Aks @Akhkr]

Any sell off because of Rain Industries results and Iran war may give a good buying opportunity. I think after initial reaction, it might bounce back in couple of days

Next we will wait for debt refinancing if it happens in April or around that time.

#RainIndustries

[Aks @Akhkr]

@sinha_nishant_ Yes, just scrapped through. Euro appreciation, low chemical prices, low cement prices dented margins. Only CPC did well.

[Aks @Akhkr]

Rain industries Q4 is gone, might report loss as well. Post results will give a good re entry point. Q1 26 is looking good. April they refinance with lower interest. CPC and Cement prices are firm. SEZ plant got some boost from budget. Things can improve every qtr from there on

[Aks @Akhkr]

Every one wants to exit before the results. All tech guys gone silent on Rain industries. Even 150 looks far

It will take time to repair the damage caused by results.
CPC prices are firm and refinance is just a month away.
Holding for 4 mths should reward.

#Rainindustries

[Aks @Akhkr]

@a1239234 @Nigel__DSouza if they wanted to buy, just few weeks back it was @ 100, they could have got truckload. They don't have that kind of money

Bottom line is, they don't care about shreholders. They love debt over equity.

Since IPO, decades back, they have'nt raised any equity
rainindustries

[Aks @Akhkr]

NALCO and Hindalco both have stated that CPC (cp coke) prices is rising. Few people have exited on time and made decent profit. Those looking beyond this q4 results, are still buying.

#rainindustries #rainind #rain

[Nigel D'Souza @Nigel__DSouza]

Confused by Rain Industries disclosure to BSE ahead of its Feb 27, 2026 Board Meeting 😕

Rain Industries says Q4 is seasonally softer due to industry demand patterns.

BUT Hindalco mentioned in the concall and in an interview to me that CP Coke prices are sharply higher, pushing up total costs for Hindalco.

🚨 Rain Industries is a global producers of calcined petroleum coke which is used in aluminum 🚨

[Aks @Akhkr]

@CApardeep #rainindustries mangement proves again, they don't care shareholders. What was the point of today's update on soft q4 results? It is already a known thing. It led to massive offloading in last hr of trade today. 30 lakhs share dumped in no time. People got panic. Shame on them.

[Aks @Akhkr]

Rain industries smartly recovers some of the losses because of forced selling of FIIs. After staying around 120 levels for few days, it should move around 140

Sold half on friday upmove. Buying at price of 100-110-115 levels helped in recouping earlier losses
#Rainindustries

[Aks @Akhkr]

@CApardeep It is another a year or two, before we can see those earlier levels.

For now with momentum with aluminium, it will push for some more.

ASM list along with market slump is holding it back. Hope for better. 165-170 might be the new target
#rainindustries rain industries

[Aks @Akhkr]

1st day out of ASM, Rain Industries is back to some action. Looks like interest in this counter will remain until aluminum is in news. Hope this time it crosses 160

[Aks @Akhkr]

Rain Industries is in ST ASM. Still it is not falling.

Now rising Al prices are having +ve impact. Even though it has no impact on it's bottom line, but sentiments may drive it further.

In 4 mths, with reduce int cost and better margins, it will be on track to solid numbers

[Aks @Akhkr]

SG Finserve is growing 10-12% qtr on qtr. Base is still small. I think such growing business (50+%) will be a big compounder over long term.

People will keep questioning it's zero NPA over small base and TAM. Let's see how they perform.

#SGFIN #SGFINSERVE

[Aks @Akhkr]

#SGFinser #SGFIN
After consolidating for past few weeks. It has broken out. It is looking good for 450-500 levels in very short time.

Major selling has been exhausted after last few qtrs underperformance as per the mgmt guidelines.

Now, it should trade above QIP price of 450.

[Aks @Akhkr]

Promoters bought 4.75 lakh shares from market today at Rs 399.4
Got approval for starting factoring business.

#SGFIN #SGFINSERVE

[Aks @Akhkr]

@a1239234 I don't think delivery is taken into account for ASM. Haven't looked into the criteria off late though