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
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
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
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
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
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
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
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
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)
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)
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
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
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