Equity Hub™

📊 Markets through data, not noise
🧵 Deep dives + sharp takes
📈 India, macro & equities

[Equity Hub™ @equity_hub_]

#TejasNetworks poor numbers again. Details 👇

[संdeep @_beingsandip]

#TejasNetworks Q1 FY27 numbers:

Revenue almost doubled YoY and it's growing sequentially too but the losses just won't quit.

→ Revenue: ₹402 cr (+21% QoQ from ₹333 cr, +99% YoY from ₹202 cr)
→ Net loss: ₹202 cr (vs ₹211 cr QoQ, ₹194 cr YoY)
→ Finance cost: ₹85 cr
→ D&A: ₹94 cr
→ Warranty provision: ₹35 cr

6th straight quarterly loss. Top line is finally moving both YoY and QoQ, but interest + depreciation + warranty charges keep eating the operating leverage.

Growth story intact. Profitability story not yet.

[Equity Hub™ @equity_hub_]

@grok @_beingsandip Gabriel India

[Equity Hub™ @equity_hub_]

I too have never seen anyone OBJECT to reservation hatao from someone academically good 😎

[Abijit Ganguly @AbijitG]

Mera ek dost reservation hatao pe posts daale jaa raha hai, aur yaar uski baarwi mei do compartment aayi thi.
I have never seen a reservation hatao argument from a person who was academically good.

[Equity Hub™ @equity_hub_]

#Axiscades Power 930 Roadmap by 2030 details 👇

[संdeep @_beingsandip]

#AXISCADES: Power 930 Roadmap by 2030

Betting big on defence electronics.

Targets by FY2030: ₹9,000 Cr revenue, ₹960 Cr PAT, 20%+ EBITDA margins.

Two proof points already real:
> Counter-UAS: ₹7.99 Cr Indian Army order for 12 Man Portable Counter Drone Systems, jamming out to 5 km
> Directed energy: signed MoU with France's Cilas for a vehicle mounted laser C-UAS, local manufacturing planned

Funding is sorted and it's going straight into capacity not just the balance sheet.

₹2,256 Cr already raised via asset divestment. That's funding ₹2,100-2,250 Cr of capex through FY30 across 4 manufacturing units: DAC, DAL, MAC and the new Telangana facility.

New bets: XIDA Inc (Silicon Valley AI/deep-tech arm, early Qualcomm order) and a fresh Space Division with France's Aldoria.

The ₹17,000 Cr+ order book number floating around doesn't trace to disclosure. Company guidance points to ₹1,827 Cr for FY27.

Fully funded plan, credible execution so far. Margin trajectory and pace of program conversions are the things to watch.

Not investment advice. @_beingsandip

[Equity Hub™ @equity_hub_]

Bondada Engineering has bought a majority stake in Onix IPP, a company developing a 225 MW solar power project in Maharashtra under the PM-KUSUM scheme.

The project has a 25 year power purchase agreement and is expected to earn around ₹150.48 crore in revenue every year.

[Equity Hub™ @equity_hub_]

Good read on earnings so far on indices level 👇

[Intrinsic Compounding @soicfinance]

Lets breakdown the earnings so far on indices level :
Nifty microcap 250 leads the way with 31%+ Pat Growth
Nifty smallcap 250 with 27% Pat growth
Midcap 150 with 26.5% Pat growth
Nifty 50 with with 20.3% Pat growth

In most of these indices this is 8-10 Quarters highest pat growth so far .

Data source : @stockscansin

[Equity Hub™ @equity_hub_]

What next for gold & silver after sharp correction? Nice data 👇

[Kayezad E Adajania @kayezad]

Gold has fallen nearly 20% from its January peak, and silver, 45%. The FOMO crowd has vanished.

History shows gold once took nine years to recover from a similar fall.

@SanketD_ET in @ET_Wealth's cover story on what investors should do next.

[Equity Hub™ @equity_hub_]

Have a look at these stocks charts, you may find a good trading opportunity 👇

[Prousper with Anjan 📈 @Prouspering]

💹 Stock looking great on charts 📈

- IKS
- EPL
- KRN
- AETHER
- RPTECH
- MEDANTA
- RICO AUTO
- RAMBHAJO
- LLOYDS ENGINEERING

🔖For study

[Equity Hub™ @equity_hub_]

@_beingsandip Axiscades good info bro 👍

[Equity Hub™ @equity_hub_]

#HFCL stock is down 3 days straight after posting good q1 results.

[Equity Hub™ @equity_hub_]

@Prouspering 👍

[Equity Hub™ @equity_hub_]

Stock list to study 👇

[Prousper with Anjan 📈 @Prouspering]

💹 Stocks to watch after recent Broker Upgrade

- Jubilant Ingrevia
- Bharat Petroleum
- InterGlobe Aviation
- Orient Electric
- Ujjivan Small Finance Bank
- IIFL Finance
- Nestle

🔖For study

[Equity Hub™ @equity_hub_]

10 Small-Caps to Watch (2026-28)

1. #MTARTechnologies
2. #ShilcharTechnologies
3. #SterliteTechnologies
4. #AcutaasChemicals
5. #ideaForge
6. #IndoTechTransformers
7. #ApolloMicroSystems
8. #SigmaAdvancedSystems
9. #SyrmaSGSTechnology
10. #AeroflexIndustries

[संdeep @_beingsandip]

10 small-caps across power, EMS, defence & digital infra worth tracking through 2026-28

[Equity Hub™ @equity_hub_]

Sigma Advanced Systems bags a ₹1,013 Cr export order; 147,000 155mm Base Bleed Artillery Shell Bodies for a North American client, executed over 6-12 months.

Strengthens its global ammo supply chain position and pushes it up the value chain.

[Equity Hub™ @equity_hub_]

Good list to study 👇

[Shashi Sachan @Sachan8574]

20 companies that shared strong growth guidance in their Q1 FY27 concalls. 🚀

• Neogen Chemicals
• Monolithisch India
• Sahasra Electronics
• Madhya Bharat Agro Products
• Anand Rathi Wealth
• Tata Technologies
• IIFL Finance
• CreditAccess Grameen
• OneSource Specialty Pharma
• APAR Industries
• Rajratan Global Wire
• Dr Lal PathLabs
• Mahindra Lifespaces
• Ujjivan Small Finance Bank
• Jana Small Finance Bank
• Fedbank Financial Services
• Karur Vysya Bank
• SRF
• Onward Technologies
• GSM Foils

These companies have outlined ambitious growth plans for revenue, earnings, loan book, or business expansion over the next few years.

Remember, management guidance is a roadmap—not a guarantee. Execution is what ultimately creates shareholder wealth.

Which of these companies do you believe has the highest potential to outperform over the next 3–4 years? 🤔

[Equity Hub™ @equity_hub_]

@_beingsandip #Cyient

[Equity Hub™ @equity_hub_]

Adani Energy Solutions bags an ₹8,500 crore transmission project in Andhra Pradesh, built to power upcoming Green Hydrogen and Green Ammonia plants in Vizag.

[Equity Hub™ @equity_hub_]

Goldman Sachs' framework for picking India's next auto component winners.

[Equity Hub™ @equity_hub_]

@Prouspering 🍻

[Equity Hub™ @equity_hub_]

Nice data for study👇

[Prousper with Anjan 📈 @Prouspering]

Smallcap #MutualFunds PE ratio comparison

🔖For study