Soumen Chatterjee

Driven by Passion. Equity Research.

Passionate about Stock Market, Economy, Business, Startups, Politics, Travel (Himalayas), & Food.

[Soumen Chatterjee @csoumen25]

Ego can Destroy anyone, Ego can also Destroy a Nation.

[Soumen Chatterjee @csoumen25]

Celebrate Ladli Behna Yojna 🎊

[Kalshi @Kalshi]

JUST IN: Nvidia is now worth more than India

[Soumen Chatterjee @csoumen25]

@InvesysCapital @iam_juhi @TheShilpaShetty @SrBachchan It is also pertinent to mention here that the only time Rupee "Appreciated" , meaningfully was between 2003 to 2008.

[Soumen Chatterjee @csoumen25]

#Karbonsteel Engineering Cmp ₹119 - SME Company trading at "DIRT Valuations"

[Soumen Chatterjee @csoumen25]

Nvidia Tops India's Market Capitalisation

[Soumen Chatterjee @csoumen25]

@RahulGandhi Never hand over your assets to a financial advisor driven by political leanings — mixing politics with financial decisions rarely ends well.

[Soumen Chatterjee @csoumen25]

Very detailed thread on #AFCOM Holdings!!

[Tanay Bheda @BhedaTanay]

India's air cargo sector is on the cusp of a multi-year boom.

One Chennai-based cargo airline is quietly building the infrastructure for it — operating its own fleet, holding a government-designated carrier status, and backed by some of India's sharpest institutional minds.

Meet AFCOM — Afcom Holdings Ltd 🧵🧵🧵🧵

[Soumen Chatterjee @csoumen25]

With the FIFA World Cup set to begin on 11 June in the USA, geopolitical tensions involving the US could see a temporary easing.

FIFA WC - the host nation always project stability & strength on the world stage & Trump may look to leverage this platform to showcase US prominence.

[Soumen Chatterjee @csoumen25]

Adding "Salt to the Injury"

[Soumen Chatterjee @csoumen25]

@priyankagandhi @prilozatweets Congress standing in full solidarity with Iran is a significant stance.

The Indian government must now take a clear and decisive position.

[Soumen Chatterjee @csoumen25]

@BaluGorade Never Forget - George Fernandes also wanted to nationalise Tata Steel & many group Cos.

[Soumen Chatterjee @csoumen25]

#eMudhra Cmp 445 - This can be a tailwind for the company.

[Soumen Chatterjee @csoumen25]

What has happened to the "Scientific Temper" of our nation?

How could we have stooped so low?

[Soumen Chatterjee @csoumen25]

#Sattva Engineering Cmp ₹55.5

Q3 Revenue stands at ₹38 Cr (Q1 + Q2 Revenue was ₹50.6 Cr)

Execution Picking Up; Order book ₹350+ Cr (revenue visibility of 2-3 years)

Trading at P/E 8x (Market Cap only ₹95 Cr)

NSE SME Listed in September 2025; Issue price was ₹75

[Soumen Chatterjee @csoumen25]

#Waaree Renewable Q3: Strong Execution momentum continues

Visibility for next 4-5 quarters from the current order book

Margins down (but as per guidance by every industry players)

Annualized Valuations:

Waaree Renewables: P/E 21x

KPI Green: P/E 19x

Oriana Power: 15x

[Soumen Chatterjee @csoumen25]

Opportunity size is big - Indian home services market remains highly unorganized with online penetration is only 1%. This leaves substantial room for structural growth as the industry formalizes & shifts online.

That said, near-term volatility and drawdowns cannot be ruled out.

[Soumen Chatterjee @csoumen25]

Three to four years ago, Zomato was widely overlooked when it was trading around ₹60–70. Today, it has delivered significant multibagger returns.

I believe #UrbanCompany (CMP: ₹130) has the potential to follow a similar trajectory over the long term.

[Soumen Chatterjee @csoumen25]

#Ganesh Consumer Cmp ₹263

Recently listed, Kolkata based FMCG Co (Ganesh Sattu, Ganesh Aatta)

Reported decent Q2 numbers.

Strong Regional brand (Bengal) & aspiring to expand in other states.

Consumption theme - Very Reasonably priced. Trading at Adj. P/E of 24x

[Soumen Chatterjee @csoumen25]

Muted H1 FY26 Numbers but Strong Mgmt. Commentary & Guidance intact for the FY26

#Eleganz Interiors

[Soumen Chatterjee @csoumen25]

#Eleganz Interiors Cmp ₹99

IPO Issue Price was ₹130

TTM PE 12x

Order Book ₹435 Cr v/s Mkt Cap ₹232 Cr.

Risk: SME stocks seeing liquidation pressure across the board irrespective of Fundamentals.

[Soumen Chatterjee @csoumen25]

@sudhir_bheda Afcom

No of Trips in Q1: 410
No of Trips in Q2: 478

As per Aug 25 release, they did 410 trips in Q1 & latest release says 888 trips performed in H1.

[Soumen Chatterjee @csoumen25]

@unusual_whales Dependence on Russia replaced by China