Top Tweets for #ITDcementation
#CEMINDIA #ITDCementation
Stock has moved from
520->600-678-1330 ->1639
All in Span of 6 months . This is Adani Group stock .
Now company has mentioned raising QIP so was curious on probable scenario.
Last Adani Enterprise announced QIP , stock moved sharply by 30% between QIP announcement data(30May) and QIP issuance date ( 2July) … QIP was announced at -9.3% of mkt price and 5% discount of last opening price.. price fell by 2% intraday but recovered and now at 3200 level !
Purpose was to understand what are various scenarios possible ..
Mkt is bullish on possible growth perspective.. that is final takeaway !
Stay put ..
……………..:………………………………….
Comment on 01 July 2026
After Adani port , This stock has best fundamentals.
Revenue run rate : 10000 cr
Secure ran rate : 25000 cr
My take from starting :- This is MINI L&T in making ! Today this is sitting at 22000 cr Mcap and I see them crossing 1 lac mkt cap & time is not far off !
People ask , what is next “Kernex”
To me , this stock is my identified 10x in 5 year kind of stock … from 500 Rs to 5000 rs in 5 yrs
10x in 5 year !
Would like to see this journey unfolding !
#CEMINDIA #ITDCementation
Stock has moved from
520->600-678-1330
All in Span of 5 months . This is Adani Group stock .
After Adani port , This stock has best fundamentals.
Revenue run rate : 10000 cr
Secure ran rate : 25000 cr
My take from starting :- This is MINI L&T in making ! Today this is sitting at 22000 cr Mcap and I see them crossing 1 lac mkt cap & time is not far off !
People ask , what is next “Kernex”
To me , this stock is my identified 10x in 5 year kind of stock … from 500 Rs to 5000 rs in 5 yrs
10x in 5 year !
Would like to see this journey unfolding !
High Growth Potential Stocks from Popular Funds updates -
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💰 Bandhan Small Cap: #Sobha realty, #RECLtd (power finance), #ArvindLtd, #JubilantPharmova, green energy plays
💰 Quant Small Cap (momentum bets): #HFCL (5G/infra), #AdaniPower, #AdaniGreenEnergy, #AdaniEnterprises, #RBLBank
💰 Helios Small Cap: #GokaldasExports, #CarTradeTech, #BSE, #ShadowfaxTechnologies, #AmagiMedia
💰 Abakkus Flexi & PPFAS Flexi — #HDFCBank, #ICICIBank, #PowerGrid, #ITC, #Alphabet (AI)
💰 HDFC Midcap— #AUSmallFinanceBank, #FederalBank, #MaxFinancial, #BalkrishnaIndustries, #IpcaLabs
Common themes: Infra, manufacturing (PLI), renewables, financial inclusion & digital.
#IndianStocks #SmallCaps #EquityResearch @puba1983
Stock was 500 when i suggested now it's nearly 1500 , 200% returns in less than 2 years #ItdCementation ITD Cementation
Slight bullish divergence in #ITDCEMENTATION, present market cap is 8k odd crores….it will easily double for sure
#CEMINDIA #ITDCementation
Stock has moved from
520->600-678-1330
All in Span of 5 months . This is Adani Group stock .
After Adani port , This stock has best fundamentals.
Revenue run rate : 10000 cr
Secure ran rate : 25000 cr
My take from starting :- This is MINI L&T in making ! Today this is sitting at 22000 cr Mcap and I see them crossing 1 lac mkt cap & time is not far off !
People ask , what is next “Kernex”
To me , this stock is my identified 10x in 5 year kind of stock … from 500 Rs to 5000 rs in 5 yrs
10x in 5 year !
Would like to see this journey unfolding !
520->600–>678 , swift upward movement !
#CEMINDIA
#ITDCementation :-
FY26 guidance is encouraging. 25% CAGR going forward is expected . Order guidance of 15000 cr.. 30-40% expected from Adani group … So Adani factor is already visible here ! Stock has moved from 500 to 630 level ! Mcap of 11000 cr, in 2 yr time frame should move towards 20000 cr ( if mgmt execute what they mentioned in concall)
This stock is in addition mode currently!
#wabag
#VATechWabag
Q4 results are encouraging . Saudi big order expected. Being a technology contracting company in Water where TAM ( total addressable mkt) is high , Global & Company focus is on EP, that will support margin improvement !
#CemIndia #ITDCementation
I will be very surprised if I donot see This stock touching 15000 cr Mcap by April 2027 (10359 cr currently)
50% Price improvement , that should happen in next 12 months basis combination of strong order book and EPS growth ..
Currently they are doing approx 10000 cr revenue which is expected to touch 13000 cr by next financial year !
DC business of Adani group will flow to CEMindia.. This is the thesis here + Large Port Order+Continuity in transport sector ( Metro and airport)
#AdaniPort
446–> 1729 , 3.9 x in 3 years time frame !
Another Adani group company ( #CemIndia #ITDCementation) is progressing towards 2x in 1 year time frame ! projections are 5x in 5 year time frame !
Samplings which are turning to be full grown Tree’s now !
Happy Investing !
Not a SEBI Registered & use Twitter as a medium to keep journaling my winner & looser ! Don’t fall for Tips here as that can be injurious to your portfolio !
@InvestorOfJAMMU Are we talking about this Adani Stock which is closer to 4x in less than 4 year !
#AdaniPort
Bullish on another Adani group company & expecting similar path !
CemIndia Q4 FY26 Concall: Profit Surges 114% as Order Book Hits Record High #cemindiaprojects #itdcementation #concall #q4fy26 #managementcommentary #infrastructure
https://t.co/z2icbCdTl7
#CEMINDIA #ITDCementation #CemIndia
My notes on Fy26 Q4 concall .
Stock is up today by 18.5% & as expected touched 800 + .. Volume Spurt is touching 55 times by 11:30 am itself !
So Stock is moving directionally towards 20000 cr Mcap … 💥💥
#Cemindia Q4FY26 Bumper Result 💥💥
Revenue 2973.49 Cr vs 2532.34 Cr
(+17.42% YoY┃+28.42% QoQ)
Other Income 92.28 Cr vs 15.53 Cr YoY & 23.12 Cr QoQ
EBITDA 357.73 Cr vs 255.02 Cr
(+40.28% YoY ┃+61.28% QoQ
PAT 242.17 Cr vs 113.36 Cr
(+113.63% YoY┃+118.39% QoQ)
New order During Q4 FY26 : ₹5,144 crores
Total order inflow for FY26 to ₹14,821 crores
Order Book of ₹24,545 crores as on March 31, 2026
EBITDA Margin: Improved to 12.03% from 10.07%.
As anticipated , stock rebounded from 520-540 range and ready to fly back towards 1000+ ..
This result will move stock towards 800+ zone and Q1 upcoming orders and announcement around datacenter and Port side progress + Will push it upwards !
This is another long term stock from Adani Group where company will keep scaling ! Adani group will not buy a robust company at 8000 Mcap to keep it there … 20000 cr Mcap is in progress !!
#CEMINDIA #ITDCementation
1023 cr new order …
Waiting for 30th to get better view on order book .. They seem to have stopped announcing order book win with in Qtr !
So far so good …
Journey from 520 to 672 was quick !
Expecting more cheers tomorrow by mkt on result !🤞
520->600–>678 , swift upward movement !
#CEMINDIA
#CEMINDIA. #ITDCEMENTATION
Crossed the resistance zone …
Swift move back from 520 to 600+
Keen to see this going back to 900 + in 12 month frame !
Invested & Biased ! Adding this thru daily SIP !
#CEMINDIA as DATACENTER Stock !! Why …
As Google to formally kick off data centre cluster project at Visakhapatnam on April 28 & AP has approved allotment of 601.4 acres of land to Adani Infra Limited @AdaniOnline. 3 SPVs, fully owned by Adani Infra, have formed.
Now study : Who gets engaged in Adani DC Projects .. High Probability that This will go to #CEMINDIA ( Adani group company) with capabilities & competency around DC business ..
Per last concall of CEMINDIA ( ITDCEMENTATION) :
“what is your visibility on the orders of those coming in and the execution of those?*
Jayanta Basu: Yes. This data center is under discussion for the last at least 7, 8 months since Adani has taking over this company. And we have ramped up our capabilities during the last few months. We have recruited several engineers, those who are experienced in data centers. We have visited a lot of sites all over the world to see how this happens, what is the method, what is the notions in
this business?
And we have already started 2 data center buildings ..
Opportunity Size :- They secured 80 MW for 485 Cr ( 6cr/MW) but also doing approx 240 MW in 1800 cr ( 7.5 cr/MW) .. ( seems depend upon what is supplied free and what is supplied by CEMINDIA .
So for Visakhapatnam DC of Google of 1000 MW , Opportunity size vary from 6000 cr to 7500 cr !
This is new stream of Revenue getting added to CEMINDIA which has faster turn ration ( 1st year 20% and 2nd year 80%) …
A company with annual Turnover of 9000 cr is adding another stream of revenue which could become 20 to 50% of current revenue by FY28 easily ( current capacity / 500 MW : 3000-3500 cr annually) !
So while everyone is looking for DC theme , looking at valuation comfort , CEMINDIA is my DC Theme ! Sitting at very attractive valuation !
Invested , Biased and adding through daily SIP( moment it touched 520 rs ) …
https://t.co/CoIcRfsgxa…
#DataCentre #Google #GoogleinAP #GoogleDataCentre
#CEMIndia. #CemIndia #ITDCementation
here comes big announcement by Adani group on investing in DC .. Already they are doing multiple projects with Google group …
Read Concall of CEMIndia per snipped attached :-
- ramped up our capabilities for DC
- visited lots of sites across globe for DC
- started working on 2 DC ( Mumbai)
- Visibility that Adani has got big plan
- If we do half of that, it will be quite big for our company.
- Each year we can do 500 MW roughly with present capacity .
500 MW is approx 25000 cr Revenue on civics and MEP side ( refer below tweet) & this company do 10000 revenue as of now ! If they do annually 200 MW, that is huge for this company !
This is my perfect bet for playing DC theme !
#CEMINDIA
#ITDCementation
Added another lot today in this high conviction Stock at 604 Rs !
Stock Thesis:-
Fundamentally strong Adani group company currently at 22 PE , PEG : 0.29, ROCE : 27.6, Debt : negligible ! 10% Profit Cagr : 23 %
What are triggers of growth :-
Strong presence In infrastructure :- Tunnels, Ports, Metro and Airports
What they are adding up :- Strong Team for DC Projects . Being an Adani group , will give them easily Volume of 50 MW in initial year and than 100-300 MW in later yrs
50 MW = 5000 cr Revenue !!
Also trigger will be Vadhavan Port major order (They hinted in concall of large value bids of 5000+ … This was thesis of Adani group buying ITD/Cemindia .
Invested & Biased!
#CemIndia #ITDCementation
I will be very surprised if I donot see This stock touching 15000 cr Mcap by April 2027 (10359 cr currently)
50% Price improvement , that should happen in next 12 months basis combination of strong order book and EPS growth ..
Currently they are doing approx 10000 cr revenue which is expected to touch 13000 cr by next financial year !
DC business of Adani group will flow to CEMindia.. This is the thesis here + Large Port Order+Continuity in transport sector ( Metro and airport)
ADANI ENTERPRISE IN FOCUS
ADANI ENTERPRISES LIMITED: CO. COMMITS USD 100 BILLION TO DEVELOP RENEWABLE-ENERGY-POWERED AI DATA CENTRES BY 2035; EXPECTED TO CATALYZE ADDITIONAL USD 150 BILLION IN AI INFRASTRUCTURE ECOSYSTEM; PARTNERSHIPS WITH GOOGLE AND FLIPKART TO EXPAND CAPACITY.
#BREAKING
#CEMINDIA
#ITDCementation
Added another lot today in this high conviction Stock at 604 Rs !
Stock Thesis:-
Fundamentally strong Adani group company currently at 22 PE , PEG : 0.29, ROCE : 27.6, Debt : negligible ! 10% Profit Cagr : 23 %
What are triggers of growth :-
Strong presence In infrastructure :- Tunnels, Ports, Metro and Airports
What they are adding up :- Strong Team for DC Projects . Being an Adani group , will give them easily Volume of 50 MW in initial year and than 100-300 MW in later yrs
50 MW = 5000 cr Revenue !!
Also trigger will be Vadhavan Port major order (They hinted in concall of large value bids of 5000+ … This was thesis of Adani group buying ITD/Cemindia .
Invested & Biased!
#ITDCementation
#CemIndia #ITD
Outlook & Valuation by Research company Sunidhi :-
We forecast CPL to deliver revenue CAGR of 27%, EBITDA CAGR of 30.2%, and adjusted PAT CAGR of 44% over FY25-28E, driven by operating leverage, margin expansion. We value the stock at 20x
FY28E P/E in line with mid-cap infrastructure peers and initiate coverage with ‘BUY’ rating on the stock
and arrive at a Target Price of ₹1,285.
After Adani Port, this company looks rock solid to me .. They will be benefited by Adani Orders, Large Port order , more fast track projects in Data Center Segment !
This company will stay in high growth phase for next many yrs !
Fully invested & core company in Portfolio !
#CemIndia #ITD #ITDCementation
Q2 Fy26 Concall :-
Cemindia Projects Ltd — Q2 FY26 Concall Takeaways
1) Quarterly Performance
•Revenue at ₹2,175 cr, up 9% YoY; H1 revenue ₹4,718 cr, up 8% YoY
•EBITDA margin improved to 11.1% (vs 10.3% YoY)
•PAT ₹108 cr, up 49% YoY; H1 PAT ₹245 cr, up 42% YoY
•Net debt/equity only 0.25x, balance sheet remains conservative
•Seasonal Q2 monsoon impact visible; execution expected to be stronger in Q3/Q4
⸻
2) FY26 Outlook (Orders & Revenue)
•Revenue growth guidance ~20% YoY for FY26 maintained
•Order inflow already ~₹7,200 cr, and L1 ~₹3,500 cr, taking visibility to ₹10,000+ cr effectively in hand
•Full-year order book expected at ₹15,000–₹16,000 cr (could be higher)
⸻
3) Medium-Term (3-Year) Outlook
•Company expects execution scale to potentially double in <3 years, given order pipeline and execution capacity
•EBITDA margins guided to remain sustainable at 10–11%+, PAT ~4% range; upside possible from operating leverage
•Strategic focus to expand marine + metro tunneling + data center + pumped storage → higher average ticket size projects
⸻
4) Strategic Focus Areas
•Ports & Marine Infrastructure: Vizhinjam, JSW Port, Abu Dhabi Port—strong domain capability & repeat order visibility
•Data Centers: ₹1,500 cr order secured, company building electromechanical capability (higher margin part)
•Metro & Underground Tunneling: Strong execution credentials in CMRL/Bangalore; underground/tunneling has better margin profile
•Pumped Storage Hydro: Large pipeline industry-wide; company sees multi-GW potential ahead with high ticket size project wins likely
•Airports + Industrial EPC pipeline remains strong; awards timing dependent on promoter project rollouts
⸻
5) Additional Growth Drivers
•~90,000+ cr active bid pipeline, diversified across segments
•Group exposure ~25–26% of order book → balanced and not over-concentrated
•Marine engineering talent continuity since 1989 → deep execution moat, very few capable peers
•Working capital under control (~90 days); mobilization advances & retention stable
•Capex requirement modest; can scale using leasing + advance-linked cash flows → low incremental debt requirement
⸻
Cemindia continues to strengthen execution quality while expanding into higher-value verticals like data centers (with electro-mechanical integration) and pumped hydro storage.
Order visibility is strong, balance sheet clean, and segment mix is shifting toward higher-margin marine + underground works.
Revenue doubling over ~3 years looks achievable given secured order book momentum.
⸻
#CemIndia #ITD #ITDCementation
Q2 Fy26 Concall :-
Cemindia Projects Ltd — Q2 FY26 Concall Takeaways
1) Quarterly Performance
•Revenue at ₹2,175 cr, up 9% YoY; H1 revenue ₹4,718 cr, up 8% YoY
•EBITDA margin improved to 11.1% (vs 10.3% YoY)
•PAT ₹108 cr, up 49% YoY; H1 PAT ₹245 cr, up 42% YoY
•Net debt/equity only 0.25x, balance sheet remains conservative
•Seasonal Q2 monsoon impact visible; execution expected to be stronger in Q3/Q4
⸻
2) FY26 Outlook (Orders & Revenue)
•Revenue growth guidance ~20% YoY for FY26 maintained
•Order inflow already ~₹7,200 cr, and L1 ~₹3,500 cr, taking visibility to ₹10,000+ cr effectively in hand
•Full-year order book expected at ₹15,000–₹16,000 cr (could be higher)
⸻
3) Medium-Term (3-Year) Outlook
•Company expects execution scale to potentially double in <3 years, given order pipeline and execution capacity
•EBITDA margins guided to remain sustainable at 10–11%+, PAT ~4% range; upside possible from operating leverage
•Strategic focus to expand marine + metro tunneling + data center + pumped storage → higher average ticket size projects
⸻
4) Strategic Focus Areas
•Ports & Marine Infrastructure: Vizhinjam, JSW Port, Abu Dhabi Port—strong domain capability & repeat order visibility
•Data Centers: ₹1,500 cr order secured, company building electromechanical capability (higher margin part)
•Metro & Underground Tunneling: Strong execution credentials in CMRL/Bangalore; underground/tunneling has better margin profile
•Pumped Storage Hydro: Large pipeline industry-wide; company sees multi-GW potential ahead with high ticket size project wins likely
•Airports + Industrial EPC pipeline remains strong; awards timing dependent on promoter project rollouts
⸻
5) Additional Growth Drivers
•~90,000+ cr active bid pipeline, diversified across segments
•Group exposure ~25–26% of order book → balanced and not over-concentrated
•Marine engineering talent continuity since 1989 → deep execution moat, very few capable peers
•Working capital under control (~90 days); mobilization advances & retention stable
•Capex requirement modest; can scale using leasing + advance-linked cash flows → low incremental debt requirement
⸻
Cemindia continues to strengthen execution quality while expanding into higher-value verticals like data centers (with electro-mechanical integration) and pumped hydro storage.
Order visibility is strong, balance sheet clean, and segment mix is shifting toward higher-margin marine + underground works.
Revenue doubling over ~3 years looks achievable given secured order book momentum.
⸻
Cempro Cemindia Concall (Sunidhi)
Takeaways:-
💠Q2FY26 Margins 9.35% vs 9.12%
Ps:- Not a Buy/Sell recom.
Consult your financial advisor before making any investment decisions.
#ITDCEMENTATION #EarningsUpdate #Q2FY26 #StockMarket #ResultsSeason 🚀
#ITD Cementation
#CemIndia
#ITDCementation
Very good #Q2_FY26 results 👇🏻
👉🏻Revenue: ₹2,175 cr vs ₹1,990 cr → up 9.3% YoY
👉🏻PBT: ₹146 cr vs ₹100 cr → up 46.0% YoY
👉🏻PAT: ₹108 cr vs ₹72 cr → up 50.0% YoY
#stockmarketsindia
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