finjits

Educator / finfluencer / Storyteller
10+ years of investment journey/wealth creator
Investment Advisor
No recommendation; share my observation and experience

[finjits @finjits]

My watchlist for next week
HFCL
TMCV
HDBFS
SAREGAMA
MOTHERSON
SAKSOFT

[finjits @finjits]

🏦 BANK OF BARODA
India's Value PSU Banking Leader
MetricValue
CMP-₹275
Market Cap-₹1.42 Lakh Cr
P/E-7.16
Book Value-₹296/share
ROE-12.7%
ROCE-5.63%
Dividend Yield-3.09%
52W High-₹326
52W Low-₹231
Piotroski Score-5/9
🏢 ABOUT THE COMPANY
✅ Top 5 Indian Bank by Assets & Deposits
✅ 8,500+ Branches
✅ 11,563+ ATMs
✅ Presence in 15 Countries
✅ 96% Transactions Digital
✅ 6% Market Share in Indian Banking
👥 SHAREHOLDING (MAR 2026)
🔵 Promoter – 63.97%
🟢 FII – 9.69%
🟡 DII – 19.01%
🟠 Public – 6.00%
🟣 Others – 1.33%
✅ Promoter Pledge: 0%
📊 Q4 FY26 RESULTS
Revenue: ₹36,609 Cr (+2.1%)
Net Profit: ₹5,616 Cr (+11.3%)
Annual Revenue: ₹1,42,750 Cr (+3.4%)
Annual Profit: ₹20,021 Cr (+2.2%)
Book Value: ₹296 (+11.9%)
Operating Cash Flow: ₹30,975 Cr (+10.5%)
Net Cash Flow: ₹28,232 Cr (-8.1%)
SWOT ANALYSIS
🟢 Strengths
• Low P/E (7.16)
• Trading below Book Value
• Dividend Yield 3.09%
• Strong Government Backing
• Improving Asset Quality
• Large Branch Network
🟡 Weaknesses
• Lower ROE than Private Banks
• NIM Pressure
• Piotroski only 5/9
🟢 Opportunities
• Credit Growth Cycle
• Retail Banking Expansion
• Digital Banking Growth
• International Expansion
🔴 Threats
• Interest Rate Volatility
• Private Bank Competition
• Fintech Disruption
• Economic Slowdown

Bottom Tagline
🏦 Strong Balance Sheet | Improving Asset Quality | Attractive Valuation

[finjits @finjits]

Today's watchlist

ASTER DM
CUPID
GMR AIRPORT
BANDHAN BANK
SYRMA SGS

[finjits @finjits]

Markets in Focus | May 22 📈
🔹 Nykaa Q4 profit jumps 286%
🔹 Honasa Consumer posts strong turnaround with 177% profit growth
🔹 RCF & VA Tech Wabag deliver robust earnings
🔹 Maruti Suzuki announces price hike from June
🔹 Paytm may see pressure amid stake sale buzz

Key themes today: FMCG, Pharma, Auto & Digital Payments 🔥
#StockMarket #Nifty #Sensex #Nykaa #Paytm #MarutiSuzuki #IndianMarkets

[finjits @finjits]

Markets in Focus | May 21 📈
🔹 Apollo Hospitals posts strong Q4 with 36% profit growth
🔹 Teamlease approves ₹238 Cr buyback
🔹 Sanghvi Movers delivers robust infra-led growth
🔹 Sammaan Capital reports massive quarterly loss
🔹 RVNL bags fresh railway project as rail infra momentum continues

Key themes today: Healthcare, Infra, Staffing & Financials 🔥
#StockMarket #Nifty #Sensex #ApolloHospitals #RVNL #Teamlease #IndianMarkets

[finjits @finjits]

Markets in Focus | May 20 📈
🔹 Karnataka Bank profit jumps 62%, NPAs improve sharply
🔹 Orkla India posts 108% surge in profit
🔹 Mankind Pharma delivers strong earnings growth
🔹 Hindalco’s Novelis hit by US plant fire impact
🔹 Zee Entertainment slips into quarterly loss

Themes in focus: Banking, FMCG, Pharma & Metals 🔥
#StockMarket #Nifty #Sensex #KarnatakaBank #Hindalco #MankindPharma #IndianMarkets

[finjits @finjits]

Markets in Focus | May 19 📈
🔹 GE Vernova T&D profit jumps 89%, revenue up 42%
🔹 Puravankara returns to profit with 177% revenue growth
🔹 Royal Enfield plans ₹2,500 Cr greenfield expansion
🔹 JSW Steel sees strong institutional buying from GQG & SBI MF
🔹 Triveni Turbine & Astral continue strong growth momentum

Themes in focus: Power, Realty, Industrials & Manufacturing 🔥
#StockMarket #Nifty #Sensex #JSWSteel #EicherMotors #GEVernova #IndianMarkets

[finjits @finjits]

Markets in Focus | May 15 📈
🔹 JSW Steel profit jumps nearly 11x YoY
🔹 Apollo Tyres posts 242% surge in profit
🔹 Muthoot Finance delivers strong gold loan growth
🔹 HCL Tech partners with Red Hat for enterprise AI infrastructure
🔹 SEPC bags ₹521 Cr highway EPC order

Themes in focus: Steel, AI, Infra & NBFCs 🔥
#StockMarket #Nifty #Sensex #JSWSteel #HCLTech #MuthootFinance #IndianMarkets

[finjits @finjits]

Markets in Focus | May 12 📈
🔹 Syrma SGS profit jumps 55%, revenue up 58%
🔹 Afcons Infra emerges L1 bidder for ₹7,544 Cr Europe rail project
🔹 Bharat Forge enters Embraer’s global aerospace supply chain
🔹 HG Infra bags ₹3,931 Cr highway order
🔹 Swiggy, power & electronics themes remain active

Themes in focus: Infrastructure, Defence, EMS & Digital Growth 🔥
#StockMarket #Nifty #Sensex #BharatForge #SyrmaSGS #InfraStocks #IndianMarkets

[finjits @finjits]

Markets in Focus | May 8 📈
🔹 BSE profit jumps 61% YoY
🔹 MRF reports strong earnings with margin expansion
🔹 South Indian Bank gets RBI nod for Kotak stake acquisition
🔹 Cochin Shipyard secures fresh tug order
🔹 Lenskart may see block deal-led volatility

Themes in focus: Capital Markets, Defence, Banking & Consumption 🔥
#StockMarket #Nifty #Sensex #BSE #MRF #SouthIndianBank #CochinShipyard

[finjits @finjits]

Markets in Focus | May 7 📈
🔹 PB Fintech profit jumps 54% YoY
🔹 Polycab revenue rises 27%
🔹 Raymond Lifestyle profit drops 53%
🔹 Biocon denies leadership change reports
🔹 Renewable & fintech stocks stay strong

Stocks to watch today 👀
#PBFintech #Polycab #Biocon #IndianStockMarket #Nifty #Sensex #StocksInFocus

[The Value Trader @TheThevaluetrad]

🔥Top 7 Big Volume Breakout Stocks

🎯30-50% Upside Potential…

Save It For Later 🔖

A Mega Big {Thread}🧵

Date - 5.05.2026

1. CEMINDIA PROJECTS LTD 📊

[Samir Pradhan @SamirPradhann]

🔥20 SmallCap Stocks With Blockbuster Q4 FY26 Result .

▫️Up to 600% Profit Growth 🤯
▫️Market Cap < 500 Cr
▫️Good Fundamental Stocks.

Bookmark It 🔖 Retweet ♻️

A Details [Thread]🧵

1. Ideaforge Tech

[finjits @finjits]

📊 Stocks in Focus – April 24

Here’s a quick snapshot of key market movers and earnings highlights 👇

🏦 Banking & NBFC

Tata Capital: Strong Q4, profit up 80% 💥
Bank of Baroda: CEO tenure extended

💻 IT Sector

Infosys: Solid results, but cautious FY27 guidance
Cyient: Weak quarter, profit down sharply
L&T Technology Services: Strong growth + healthy margins

⚡ Energy & Power

Indian Energy Exchange: Stable growth
Adani Energy Solutions: Moderate performance

🛍️ Consumption & Others

Bluestone Jewellery and Lifestyle: Turnaround + strong revenue growth
Star Cement: Renewable energy push
Inventurus Knowledge Solutions: $565M acquisition

📉 Under Pressure

Cyient
UTI AMC

🚀 Market Themes

IT: Strong results but weak guidance → selective rally
NBFC: High growth momentum
Consumption: Recovery + expansion

⚠️ F&O Ban: SAIL

#StockMarket #Nifty #Investing #IndiaMarkets #StocksToWatch

[finjits @finjits]

Today’s highlights 👇

• M&M sales strong 🚗
• L&T acquisition 🏗️
• Pharma stocks positive 💊
• Infra orders boost 📈
• Muthoot dividend ₹30 💰
💡 Auto + Pharma bullish
#StocksToWatch #StockMarket #Nifty

[finjits @finjits]

Today’s key triggers 👇
• TCS results in focus 💻
• KEC wins ₹2,500Cr orders ⚡
• NHPC mega hydro project 💧
• Bosch ₹9,000Cr acquisition 🔧
• Lupin USFDA approval 💊
💡 Infra + Pharma + Power strong
#StocksToWatch #StockMarket #Nifty

[finjits @finjits]

Today’s market movers 👇
• Ashiana Housing strong sales 🏢
• Infosys bets big on AI 💻
• Aurobindo Pharma US approval 💊
• Swan Defence mega order 🚢
• CleanMax renewable push ⚡
💡 Pharma + Infra + Green energy in focus
#StocksToWatch #StockMarket #Nifty

[finjits @finjits]

Markets today 👇
• Jubilant FoodWorks strong revenue 🍕
• Fino Bank adds 7L users 🏦
• Aurobindo Pharma positive trial 💊
• ACME Solar expands ⚡
• Infra & Rail stocks active 🚆
💡 Pharma + Infra in focus
⚠️ Stay selective
#StocksToWatch #StockMarket #Nifty

[finjits @finjits]

⚠️ Watchouts:LIC → Huge tax demand Global tensions → Volatility
📌 Trend: IT + Defence + Infra strong
⚠️ Educational purpose only
#StocksToWatch #MarketUpdate 📈

[finjits @finjits]

📊 Stocks to Watch | March 27
🔥 Key Picks:
Infosys → $560M acquisitions (growth trigger)
HFCL → ₹580 Cr capex (infra play)
Azad Engg → 8-year global contract
Sula Vineyards → Expansion
💊 Pharma & Health:Aurobindo Pharma → EU deal
Medanta → New hospital
⚡ Infra / Energy:Bharat Dynamics → Expansion
NHPC → ₹8,000 Cr borrowing