🍁
"वो बुलंदी किस काम की जहाँ इंसान चढ़े और इंसानियत उतर जाये,
शरीर सुंदर हो या ना हो पर शब्दों का चयन सुंदर कीजिए क्योंकि लोग चेहरे भूल जाते हैं पर शब्द नहीं !!"🍁
🌹🌹🙏#जय_श्रीराम 🙏🚩🌹🌹
Market is getting selective
These are stocks where fundamentals, earnings and momentum are starting to align
Quality Power Electrical
Macpower CNC
Sedemac Mechatronics
B C C Fuba India
Resonance Specialities
ASM Technologies
CG Power
Ratnaveer Precision Engineering
Antelopus Selan
Cupid
Azad Engineering
Multi Commodity Exchange
Manorama Industries
Syrma SGS Technology
Apar Industries
TD Power
Neuland Laboratories
KMC Speciality
Pricol
Simplex Castings
Radico Khaitan
Kwality Pharmaceuticals
Welspun Corp
Navin Fluorine
Vijaya Diagnostics
Sai Life Sciences
Acutaas
Avalon Technologies
Centum Electronics
Marksans Pharma
Kwality Pharma
Interesting part isn't just price action
It's the combination of strong ROCE, multi year profit growth, sales growth and sustained momentum
Now key is finding which stocks can consolidate, hold trend and make the next move
A ₹200 Cr company quietly moving into a different league
Simplex Castings Ltd
I looked at what changed
FY24 to FY26
Revenue: ₹122 Cr to ₹202 Cr
ROCE: 10% to 24%
Debt: ₹72 Cr to ₹50 Cr
Now TTM revenue is ₹219 Cr
Q1 FY27 revenue hit ₹61 Cr
Operating margin: 19%
But interesting part isn’t just numbers
Simplex makes heavy engineering castings, but also does fabrication, forging, machining and assembly
Now now customer mix is getting interesting
BHEL
SAIL
JSW
Vedanta
Mazagon Dock
Company also adding capacity
FY27 capex is planned at around ₹25 Cr
Management is targeting ₹300 Cr revenue in FY27 and ₹500 Cr over the next few years
That target still needs execution
Capital remains biggest thing I’m watching
But this is no longer just a small casting company
Now question is
Can Simplex turn a ₹200 Cr foundry into a ₹500 Cr integrated engineering business?
That’s the story I’m watching 👀
💙After long time I m watching match due to Rohit and Kohli are playing against the West Indies today. It feels good to see both of them playing. 💙💙🔥
#teamind@imVkohli@ImRo45
You buy the stock
You’re convinced you’re right
Then nothing happens
One month
Six months
A year
Meanwhile, another stock is up 80%
Your friend is making money
Twitter is celebrating winners every day
Your stock?
Still sitting there
That’s when the real battle begins
Not with stock holding
With yourself
You start thinking
Maybe I got this wrong 🧐
So you sell
Six months later, stock finally moves
That part nobody tells you about patience
It doesn’t feel like patience while you’re doing it
It feels like being wrong
Until market proves you right