Vamsi

Momentum Swing Trader | Sector trends | VIT Vellore Alumni | Masters in CS | Not Sebi Registered.

[Vamsi @imVamsi01]

#MarketsWatch - Dec 21st

#Nifty and #NiftyBank gapped up on friday following slight strengthening of rupee across USD.

[Manoj Gupta @manojgupta1979]

🚀 The biggest wealth isn't created by predicting the next quarter... it's created by identifying the next decade.

India is entering a once-in-a-generation transformation powered by structural megatrends—not market noise.

⚡ Themes I'm tracking closely: • Semiconductor & Electronics Manufacturing
• Artificial Intelligence (AI)
• Defence & Aerospace
• Data Centres & Digital Infrastructure
• Battery Energy Storage (BESS)
• Smart Grid & Smart Metering
• EV Ecosystem
• Robotics & Automation
• Precision Engineering
• Renewable Energy
• Railways & Infrastructure
• Industrial Automation

Companies worth studying (not recommendations): #KaynesTechnology #CGPower #SahasraElectronics #SunitaTools #ApolloMicroSystems #BaluForge #DataPatterns #BEL #SolarIndustries #ideaForge #TechnoElectric #SterliteTechnologies #RailTel #GenusPower #OrianaPower #AdvaitEnergy #BondadaEngineering #GPEcoSolutions #WaareeEnergies #KPITTechnologies #CyientDLM #ZenTechnologies #ParasDefence #AstraMicrowave #DCXSystems #BharatDynamics

📈 The next generation of multibaggers may not come from today's headlines—but from companies building tomorrow's India.

Remember: "Wealth is created when one avoids noise and focuses on long-term structural trends."

💬 Which theme do you believe will create the biggest wealth over the next 10 years?

#IndiaGrowthStory #IndianStockMarket #Investing #LongTermInvesting #FutureTech #MakeInIndia #Semiconductor #AI #Defence #DataCentres #EnergyTransition #BESS #Infrastructure #SmallCaps #MidCaps #Multibagger #GrowthInvesting #2035 #WealthCreation

Disclaimer: This post is for educational and informational purposes only. It reflects my personal views and is not investment advice or a recommendation to buy, sell, or hold any security. Please do your own research (DYOR) and consult your financial advisor before making any investment decisions.

[Vamsi @imVamsi01]

🌐Infosys announced a strategic collaboration with Anthropic.

Infy to develop and deliver advanced enterprises AI solutions across telecom, Finserv, manufacturing and software development.

#Infy #Nifty50

[Vamsi @imVamsi01]

@theapplehub @grok generate an iPhone Air 2 image with all the specs missing on Air.

[Vamsi @imVamsi01]

#WABAG
✳️VA TECH WABAG had won a Large Order Win from Bharat Petroleum Corporation Limited (BPCL)

▶️Project: Industrial Water Treatment Facilities for BPCL’s Bina Refinery & Petrochemical Expansion Project in Madhya Pradesh

▶️Order Size: Classified as a ‘Large’ order, implying a value between ₹250 crore and ₹600 crore

▶️Scope of Work:
Comprehensive Water Block Package, including:

- Raw Water Treatment Plant (RWTP)
- Reverse Osmosis based Demineralization Plant (RODMP)
- Zero Liquid Discharge Plant (ZLDP)

WABAG to execute the project on a full EPC basis (Design, Engineering, Procurement, Construction, Installation, Testing & Commissioning)

▶️Execution Timeline: 22 months

#StockMarketIndia #BSE

[Vamsi @imVamsi01]

🇺🇸 BREAKING: US Supreme Court has postponed its ruling on Trump’s global tariffs!!

No verdict. No clarity. Just uncertainty hanging over global markets.

Trade, inflation, geopolitics — everything stays uncertain for now.

#StockMarketIndia #Geopolitics

[Vamsi @imVamsi01]

#CSBBANK

#Q3FY26 Business Update

• Deposits at ₹40,460 cr, up 21% YoY – strong balance sheet expansion.
• Credit growth remains healthy with Gross Advances up 29% YoY.
• Gold loans shine 🚀 at ₹19,023 cr, growing a solid 46% YoY.
• Growth largely driven by term deposits (+27%)
• CASA growth muted (3%), something to watch going ahead.

Overall, CSB continues to scale its secured lending franchise, especially gold loans, while maintaining steady credit momentum.

[Vamsi @imVamsi01]

#UjjivanSmallFinanceBank

#Q3FY26

Deposits

- Total deposits rose to ₹42,219 crore, up 22.2% YoY and 7.5% QoQ.

- CASA deposits grew faster at 33.1% YoY, improving CASA ratio to 27.3%, indicating better quality funding.

- Credit–Deposit ratio remained healthy at 87.8%, reflecting balanced growth.

Loan Book Expansion

- Gross loan book reached ₹37,055 crore, up 21.6% YoY and 7.1% QoQ.

- Growth was led by secured and granular segments:
Housing loans: +49.6% YoY
MSME: +69.0% YoY
Vehicle loans: +119.5% YoY
Gold loans: +385.2% YoY
Agri banking: +212.0% YoY

Share of secured loans increased to 48.1% (vs 39.3% last year), improving portfolio quality.

Disbursements

- Q3 FY26 disbursements surged 55% YoY to ₹8,311 crore.

- Strong traction in Group loans, Individual loans, Housing, Vehicle, Gold, and Agri segments.

Sequential moderation seen in MSME and FIG, indicating selective risk calibration.

Asset Quality Improvement

Asset quality continued to improve:
PAR reduced to 3.98% (from 5.36% YoY)
GNPA improved to 2.39% (from 2.68% YoY)

Collection efficiency in Micro Banking remained extremely strong at ~99.7%.

#nifty

[Vamsi @imVamsi01]

V2 Retail

#Q3FY26 numbers show execution at scale 👇

• Revenue +57% YoY to ₹927 Cr.
• Normalized SSSG ~12.8% despite festive shift.
• Store productivity improving – ₹1,032 PSF/month.
• 35 new stores added in Q3, total 294 stores.
• Rapid expansion in Tier 2 & Tier 3 markets paying off.

⏩9M FY26 snapshot:
• Revenue +63% YoY to ₹2,262 Cr.
• 104 net store additions in 9 months.
• Strong traction even in non-core states.

#Nifty

[Vamsi @imVamsi01]

#Ceigall

▶️Ceigall India has approved multiple strategic moves to expand across power, renewables, and infrastructure.

▶️The company will acquire 100% stake in Velgaon Power Transmission Ltd for ₹5 lakh to execute a 400/220 kV GIS substation project via TBCB.

▶️A new wholly owned subsidiary, Ceigall Green Energy MP Ltd, will be formed for 130 MW solar projects under PM KUSUM-C in Madhya Pradesh.

▶️Another SPV, Ceigall Indore Ujjain Greenfield Highway Ltd, will be set up for a 48.1 km HAM road project.

🔰All projects are fully owned, cash-funded, and aligned with long-term infrastructure and energy growth themes.

#Infrastructure #RenewableEnergy #PowerTransmission

[Vamsi @imVamsi01]

#ESCORTS

Escorts Kubota Ltd - Tractor Volume grew by 38.5% in December 2025 led by supportive Govt policies, GST reduction and continued state subsidies

🔹 Overall Performance
• Total volumes: 7,577 units
• +38.5% YoY vs Dec’24

➡️ Strong execution
🔹 Domestic Sales – Core Growth Driver 🇮🇳
• Units sold: 6,828
• +36.1% YoY

• Growth Drivers:
– Supportive govt policies.
– Lower GST rates.
– State subsidies improving affordability.
– Strong Kharif output & better Rabi sowing.

➡️ Rural sentiment remains firmly positive
🔹 Export Sales – Breakout Growth 🌍
• Units sold: 749
• +64.3% YoY

➡️ Exports scaling faster than domestic — key margin lever going ahead
🔹 Quarterly Trend (Q3 FY26: Oct–Dec)
• Total volumes: 36,955 units
• +13.5% YoY
– Domestic: +12.0%
– Export: +62.9%

➡️ Export acceleration clearly visible at quarterly level

🔹 9M FY26 Performance (Apr–Dec)
• Total volumes: 1,01,413 units
• +14.0% YoY
– Domestic: +12.6%
– Export: +53.9%

[Vamsi @imVamsi01]

Wishing you a Happy and Best New Year!!💐💐

[Vamsi @imVamsi01]

@AnkurPatel59 This can be a problematic setup. At the same time, there is no certainty that it gonna fail. This setup is definitely worth a try to me to add more with a tight stop, but with a less size. I prefer taking a stop than ignore tagging it problematic 🙂

[Vamsi @imVamsi01]

#Groww, #Lenskart to enter BSE Large Cap index from 6th, January 2026.

[Vamsi @imVamsi01]

#Gold and #Silver
Silver still continues to shine brighter gold.

[Vamsi @imVamsi01]

#MarketsWatch - Dec 21st

#Nifty and #NiftyBank gapped up on friday following slight strengthening of rupee across USD.

[Vamsi @imVamsi01]

Small and Midcaps closed strong. While the former still needs FT to break EMAs, the latter is in a good shape.

[Vamsi @imVamsi01]

#SYRMA
Syrma SGS Technology Limited has officially acquired 60% of Elcome for ₹235 crore, marking the first phase of a strategic acquisition.

Deal value: approximately ₹235 crore

Mode of investment:
- Primary investment (fresh capital infused into Elcome)
- Secondary investment (buying shares from existing promoters)

#StockMarketIndia #NSE #BSE

[Vamsi @imVamsi01]

#DENTA

Denta Water and Infra Solutions Limited secures Four Major Water Infrastructure Projects worth over Rs. 106 Crores in Karnataka.

#StockMarketIndia #NSE #BSE

[Vamsi @imVamsi01]

🚩Why frequent setup hopping can be a serious mistake in the long run for traders!!

One loss and you dump the breakout setup. Next day you try reversals. Then news-based trades.
Then a new indicator someone posted on X.

Feels like you’re “learning”.

In reality, you’re just resetting the game every time.

Here’s why setup hopping quietly kills your profits:

• You never trade a setup long enough to know if it actually works
• No data → no conviction → emotional decisions.
• Winners get cut early, losers get “adjusted”.
• You start blaming the setup instead of your execution
• Confidence slowly bleeds out

Markets don’t reward intelligence.
They reward consistency.

⚜️Steps that could be taken that can show the real difference here.

- Pick one setup and write the rules down.

- Trade it through different market conditions.

- Take small size until you I have 50–100 trades of data

- Focus more on exits and position sizing than entries.

- Ignore the noise and “hot” setups on social media.

Most setups work sometimes.

Very few traders stick with one long enough to see that.

Amateurs keep searching for the holy grail.

Professionals squeeze edge from repetition.

If you’re struggling, don’t change the setup.
Fix how you trade it.

That’s where money is made.

#TradingPsychology #StockMarket #Discipline #TraderMindset