Katalyst Wealth

Founded in 2011 by @EkanshMittal_KW (SEBI RA - INH100001690) | Small & Midcap Recommendations | Premium offerings -

[Katalyst Wealth @katalystwealth]

Most retail investors in India buy stocks based on tips, social media, or gut feel.

We do it differently.

📊 Deep-dive research on small & mid-cap stocks
🎯 Specific buy/sell updates
🔐 SEBI-registered (INH100001690)

Serious about wealth creation? → https://t.co/a6uusXFC7V

[Ekansh Mittal @EkanshMittal_KW]

Went through today's insider buying data

A few names worth noting:

→ La Opala RG — Promoter group added 60,000 shares
→ Paradeep Phosphates — Promoter bought 80,000 shares at 50%+ holding

All market purchases — open market buying

Note: Not a recommendation. Only used for filtering and further research on stocks

Research desk -> https://t.co/GwTQC8ITmB

SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

[Ekansh Mittal @EkanshMittal_KW]

We have released detailed update on the following 3 stocks:

- Valiant Organics
- GPT Infraprojects
- Chaman Lal Setia

Can check update (requires access) @ https://t.co/wlDptubhZ7

SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

[Ekansh Mittal @EkanshMittal_KW]

Releasing New Stock Recommendation tonight

→ Base business doing 1000 Cr+ revenue, 100 Cr+ PAT
→ 5-project capex program targeting 200 Cr+ incremental EBITDA
→ One project alone could do 30%+ margins — 4x the base business
→ Most capex completing in next 6-12 months
→ Valuation prices in almost none of it

Details @ https://t.co/bE6l8EWq9h

[Ekansh Mittal @EkanshMittal_KW]

If your SIP gave -2.5% over 2 years, would you stop it?

Be honest

Seems like many stopping now. April's stoppage ratio crossed 101% — more accounts closed than opened

Fresh investor additions fell to their lowest since mid-2023

And the reason isn't complicated. Two years ago, small caps were exploding. New investors came in with expectations of 30%+ returns. When reality delivered flat to negative returns instead, disappointment set in

But here's the thing nobody talks about:

The SIP itself didn't fail...expectation did

Equity is a 7-10 year game minimum. If you started a SIP in 2020 and stayed through 2022 and 2024 — you're sitting on solid returns today

The investors exiting now may just be giving up right before it gets interesting again

Source: ET Prime

SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

[Ekansh Mittal @EkanshMittal_KW]

If you have 10 stocks in your portfolio and 8 came out with good to great results and 2 bad

The 2 bad ones end up taking bulk of your mind share

[Ekansh Mittal @EkanshMittal_KW]

Weekly wrap 🧵...1 New Stock recommendation in 2-3 days and 1 small cap stock idea Rashi Peripherals

1) New stock recommendation

→ Base business doing 1000 Cr+ revenue, 100 Cr+ PAT
→ 5-project capex program targeting 200 Cr+ incremental EBITDA
→ One project alone could do 30%+ margins — 4x the base business
→ Most capex completing in next 6-12 months
→ Valuation prices in almost none of it

Details @ https://t.co/bE6l8EWq9h

2) Rashi Peripherals Q4 FY 26

▸ Revenue +51% YoY
▸ PAT +65% YoY
▸ Semiconductor biz +131% YoY
▸ ROCE 19%+ in Q4
▸ OCF ₹514 Cr vs outflows earlier

3 structural tailwinds converging — record PC shipments, AI PC inflection, component super cycle

Full concall notes 👇 https://t.co/9HXBUpByRK

SEBI RA - Ekansh Mittal, Proprietor Mittal Consulting, INH100001690

[Ekansh Mittal @EkanshMittal_KW]

Found something interesting

→ Base business doing 1000 Cr+ revenue, 100 Cr+ PAT
→ 5-project capex program targeting 200 Cr+ incremental EBITDA
→ One project alone could do 30%+ margins — 4x the base business
→ Most capex completing in next 6-12 months
→ Valuation prices in almost none of it

New stock recommendation dropping in 2-3 days

Details @ https://t.co/bE6l8EWq9h

[Ekansh Mittal @EkanshMittal_KW]

Did a deep dive into Q4 concalls of 4 listed dairy companies — Dodla, Heritage, Parag Milk, and Hatsun

Put together this comparison across 10 parameters — procurement costs, VAP mix, capex, margins, challenges, and more

Some interesting takeaways:

→ Procurement costs are up 8-15% across the board → Everyone's chasing VAP — but strategies are very different
→ Packaging costs up 30-40% is hurting everyone quietly
→ Hatsun's zero-receivable model stands out
→ Heritage betting on Gen Z with the Get-A-Way acquisition
→ Dodla's Africa play is unique among peers

The dairy sector is at an inflection point — rising input costs, El Niño risk, and a clear shift from commodity milk to branded value-added products

Research desk -> https://t.co/GwTQC8ITmB

SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

[Katalyst Wealth @katalystwealth]

Sources referred:

https://t.co/IBSlSAeZAz

https://t.co/KSpXYZAl9o

https://t.co/GA7GiLAkbS

https://t.co/YM6uEvWgV7

https://t.co/aEWLJu2emN

https://t.co/wuDsf3Wgev

https://t.co/Olitlv5ydc

https://t.co/6std3OyRkV

https://t.co/5nmmDABLBs

[Katalyst Wealth @katalystwealth]

More the market digitalizes, the bigger the counterfeit challenge becomes

Brands now investing in innovative anti-counterfeit products such as holograms, tamper-proof seals, and smart authentication systems to safeguard trust

A 🧵on Anticounterfeit Product Industry

(1/n)

[Katalyst Wealth @katalystwealth]

India is strengthening anti-counterfeit enforcement through Trademark & IPR laws, pharma serialization norms, QR-based traceability, customs enforcement, BIS certification, e-invoicing and stricter e-commerce regulations to curb fake products and protect consumers

(8/n)

[Ekansh Mittal @EkanshMittal_KW]

We have released detailed update on the following 3 stocks:

- Ultramarine & Pigment
- Repco Home
- TGV Sraac

Can check update (requires access) @ https://t.co/Dkjk824At9

SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

[Ekansh Mittal @EkanshMittal_KW]

Rashi Peripherals Q4 FY26:

▸ Revenue +51% YoY
▸ PAT +65% YoY
▸ Semiconductor biz +131% YoY
▸ ROCE 19%+ in Q4
▸ OCF ₹514 Cr vs outflows earlier

3 structural tailwinds converging — record PC shipments, AI PC inflection, component super cycle

Full concall notes 👇 https://t.co/9HXBUpB12c

SEBI RA - Ekansh Mittal, Proprietor Mittal Consulting, INH100001690

[Ekansh Mittal @EkanshMittal_KW]

Excerpt from Associated Alcohol concall which recently launched RTD alcohol Kultur

RTD (Ready-to-Drink) alcohol is already massive in Western markets

In India? It's barely getting started.

Bacardi Breezer alone controls ~80-85% market share - No national player apart from Bacardi. That's the opportunity

Research desk → https://t.co/Ek66KEolYG

SEBI RA - Ekansh Mittal, Proprietor Mittal Consulting, INH100001690