Venkateswarlu Kotha

[ishmohit @ishmohit1]

When these 4 things align together. Expect epic outcomes-

1. Theme: a strong theme with tailwinds.
2. Growth: Growth catalysts like New products, New segments, Newer margins etc.
3. Promoter: Promoters who care for minorities and are hell bent to grow the business.
4. Valuations: Peg of less than 1.5x or max 2x in hyper growth stocks. Business entering fresh stage 2.

TVGP framework ✅ @soicfinance @stockscansin @ResearchSOIC

[R @AlphaWizarDD]

I listened to Ashwin Sir's recent interview with @vivbajaj on youtube so you don't have to.

He went from 7Lakh to 7,00,00,000 Rs. (7 Crore)

Let's learn how he 100x his capital

Takeaways from the interview: 🧵

[Investing Guru @Investingsguru]

We all think...
"I made money because I'm a great trader."

But the market has taught me something different.

The market doesn't reward ego.
It rewards eligibility.

Your profits are often a reflection of who you've become—not what you want.

Your discipline.
Your patience.
Your risk management.
Your ability to accept reality.
The market gives you returns according to your current capability, not your desires.
So stop asking,
"How can I make more money?"
Start asking,
"How can I become a better trader?"

The moment your capability increases, your eligibility increases.

And when your eligibility increases, wealth follows naturally.
Focus less on chasing profits. Focus more on becoming the person who deserves them. 📈

[Venkateswarlu Kotha @KothaVenkates]

@Suresh_kumar047 What happened suresh? Did you left the job?

[Venkateswarlu Kotha @KothaVenkates]

@Suresh_kumar047 Great plan and keep it up Suresh...

[R @AlphaWizarDD]

1. Work only in monthly Nifty options, not weekly.

2. Minimum capital required is ₹1.6 lakh.

3. Find the 25-delta Call option and buy 1 lot.
Example: Nifty 23,000 → 25-delta CE = 23,400 CE @ ₹130 (Buy 1)

4. Find the 25-delta Put option and buy 1 lot.
Example: 25-delta PE = 22,700 PE @ ₹120 (Buy 1)

5. Now take half of each premium.
CE ₹130 → half = ₹65
PE ₹120 → half = ₹60

6. Sell the Call option whose price is above ₹65.
Example: 23,700 CE @ ₹72 (Sell)

7. Sell the Put option whose price is above ₹60.
Example: 22,400 PE @ ₹68 (Sell)

8. Sell in double quantity:
Buy CE = 1 lot → Sell CE = 2 lots
Buy PE = 1 lot → Sell PE = 2 lots

9. Exit if profit becomes +4% or loss becomes –4%. No adjustments.

10. This gives a wide 2000–2300 point safe range, high win rate (75–80%). Works in 9 out of 12 months.

This is just an Idea, Backtest it before deploying real money.

[Kirubakaran Rajendran @kirubaakaran]

The most valuable wealth you have isn't money.
It's time.

35GB of data per person/month is the average internet consumption in India, this is the highest in the world. Still many of them waste time watching reels.

We all get the same 24 hours. What we do with it is the real wealth. I really loved this whole interview of @kunalb11 with @_groww

[Venkateswarlu Kotha @KothaVenkates]

@WeekendInvestng Sir, Even before the bank and financials, EPFO is the first charge to get the PF dues... Just for information please...

[Kirubakaran Rajendran @kirubaakaran]

Everyone has two lives. The second one begins the moment you realise you only have one.

People keep saying health is wealth, but nobody really understands it until they go through a health crisis themselves. The ones who fight back and come out stronger are the luckiest. They never look at life the same way again. They learn to value every single moment.

This is when the necessities start feeling like luxuries, that’s exactly when a person truly begins to appreciate every moment.

We think quitting a corporate job means escaping the rat race. We think getting into trading means finally doing something we love. But soon we forget why we started, and we end up in the same race all over again, just chasing returns.

Life moves faster than you think once you cross 35. Find happiness in the small moments. Enjoy the experiences. Don’t glorify delayed gratification too much. Sometimes it’s better to just sit back, relax, and give yourself some me time.

The real luxury in life is how peaceful you are within. Nothing else.

[Antifragile Thinking @unseenvalue]

Read one earnings transcript a day. Stay within your 3–4 core sectors, but pick companies you don’t know well. Fresh exposure compounds thinking.

[Raghav Wadhwa @raghavwadhwa]

Every listed transformer maker posted record FY26 revenue.
Every one of them also posted shrinking margins.

TARIL: 19.4% to 15.1%. Voltamp: 18.9% to 16.5%.

Same ₹9 lakh crore grid story everyone is buying. The reason the margins are falling sits one layer below the transformer, in a steel India still cannot make.

It is called CRGO, cold-rolled grain-oriented steel. Every transformer core needs it. There is no substitute. And India's National Electricity Plan commits ₹9.15 lakh crore to transmission by 2032, adding nearly 4,98,000 MVA of new transformation capacity. Every MVA of that runs on CRGO.

Here is the gap nobody prices in:

🔹 India consumed roughly 4,00,000 tonnes of CRGO in FY24 and makes barely 50,000 tonnes of it. The rest is imported, mostly from China, Japan and Korea. Demand has only grown since.

🔹 The acute shortage is in HiB high grade, the exact grade the new BEE star rating mandate now forces transformer makers to use. The Power Secretary has flagged grid equipment costs rising over 14% a year.

So the transformer companies book fixed price orders, then eat CRGO inflation before delivery. That is the margin compression you are seeing across the entire sector. The volume is theirs. The pricing power is not.

The pricing power sits with whoever controls the steel and the core. The chain, from the bottleneck up:

🔹 The steel itself. JSW Steel, through its 50:50 JV with Japan's JFE, bought India's only CRGO plant (Nashik, ₹4,159 crore) and is scaling capacity from 50,000 to 3,50,000 tonnes by FY28, the first integrated CRGO ecosystem in the country. A steelmaker is the cleanest import substitution play in the entire grid theme.

🔹 The core and lamination layer. Vilas Transcore tripled its CRGO lamination capacity from 12,000 to 36,000 MTPA, grew FY26 revenue 30% to ₹461 crore, and is now entering high voltage bushings. On its May 2026 call, management said customers cannot pressure it on CRGO margins. But their margins did drop in the recent quarter.

🔹 The transformer order books, where the volume lives but the margin gets squeezed:
🔸 TARIL: order book ₹5,005 crore, about 2x FY26 revenue, and the first Indian company to break into the HVDC transformer ecosystem long owned by ABB and Siemens.
🔸 Voltamp: record FY26 revenue ₹2,154 crore, ₹1,200 crore backlog, margins dented by CRGO and copper costs on older fixed price orders.
🔸 Shilchar: FY26 revenue ₹652 crore at a structural 29% EBITDA margin, guiding ₹800 to 900 crore for FY27.

The order books are everyone's trade. The edge is seeing that until FY28, the margin in India's grid story flows to whoever owns the steel and the core, not to the name stamped on the transformer.

Educational purposes only, not a buy/sell recommendation ✍️

[Varinder Bansal 🇮🇳 @vbomkara]

*Let me tell you in simple way - Why RBI measures is BIG news for financials: VB*

India needs dollars. Not rupees — actual US dollars. That's because India buys a lot of things from other countries (like oil and machines) and pays in dollars, and having a big pile of dollars saved up keeps our rupee steady and the country safe. Think of dollars as the "fuel tank" of the economy.

India's main bank — the RBI, which is like the "captain of all banks" — wants to fill that fuel tank quickly. So it has opened two special doors to let dollars flow in:
1.FCNR-B — Inviting Indians living abroad to keep their dollar savings in Indian banks.
2.ECB — Letting Indian banks and big government companies borrow dollars from foreign lenders.

To make people excited to bring their dollars, RBI sweetened the deal in two big ways. First, banks used to pay a kind of insurance cost (about 3.5% last time, in 2013) to protect against currency ups and downs — this time RBI says "don't worry, I'll cover that cost for you." So the deal is cheaper for everyone.

Second — and this is the clever part — RBI is allowing something called leverage. Here's the pocket-money way to picture it: imagine you put in ₹10 of your own money, and the bank lets you play the game with ₹100 (that's 10 times more). Even a tiny profit on ₹100 feels huge compared to your original ₹10. That's exactly why investors abroad will rush in — a small gain (1.5–2%) becomes a big-looking return (17–27%) once it's multiplied 7–10 times.

Why it's big news: India tried something similar in 2013 and pulled in about $34 billion, which really helped the country at a tough time. This time the deal is better, so the expectation is $50–70 billion — almost double. That much money pouring in helps keep the rupee stable, fills the dollar fuel tank, and gives banks more money to lend out (which helps the whole economy grow).

Banks benefit most, and most directly. Here's the plain reasoning:

The two doors RBI opened are mainly bank doors. FCNR-B is a bank-only product — only banks can collect these dollar deposits, so the spread and the funding land straight on bank balance sheets. The ECB window here is opened to banks and government companies (PSUs), again putting banks at the front of the queue. The 2013 playbook tells the same story — HDFC Bank pulled in the largest pool (about $3.4 billion), followed by ICICI, SBI and a few foreign banks. The banks that move fastest and have the strongest overseas customer networks tend to grab the biggest share.

NBFCs benefit too, but second-hand. They aren't allowed to collect FCNR-B deposits, so they don't sit at the door. Their gain is indirect: when banks suddenly have a flood of cheap dollars and rupee liquidity, the overall cost of money in the system tends to drift down. NBFCs borrow heavily from banks, so cheaper, more plentiful bank funding eventually makes life easier and margins better for them — especially the larger ones. (Some big NBFCs can also tap ECB directly under the general rules, but that's a smaller, separate channel from this special window.)

Hope this helps.

[Pankaj Parekh @DhanValue]

I would prefer to stay on rent.

At ₹30,000–35,000 rent versus an EMI of around ₹90,000, the monthly difference is substantial. On top of that, there is nearly ₹14 lakh of stamp duty and brokerage, which is a sunk cost from day one.

Taking ₹1 crore of home loan also means committing to long-term EMIs and interest payments, while keeping capital invested allows it to continue compounding and provides liquidity for future opportunities or emergencies.

Buying a house is not just a financial decision; it also brings maintenance costs, society charges, property taxes, and reduced flexibility.

Unless there is a strong personal need for ownership or confidence that the property will significantly outperform other investment options, staying on rent appears to be the more practical and financially efficient choice in this situation.

[Venkateswarlu Kotha @KothaVenkates]

@Suresh_kumar047 Well said suresh...

[Kirubakaran Rajendran @kirubaakaran]

https://t.co/E1cK9whKBZ

[Venkateswarlu Kotha @KothaVenkates]

@Suresh_kumar047 😃😃

[Venkateswarlu Kotha @KothaVenkates]

@Suresh_kumar047 Happy Birthday andi...

[Ritesh Jain @riteshmjn]

In an AI-driven world, academic excellence alone won’t be enough.

The real edge?

Critical thinking.

One simple habit can do wonders.

Have your kids read 5 things daily (even news articles), rewrite them in their own words (no AI), and discuss one idea/ news article with you.

Incentivize the process.

That’s how you build independent thinkers capable of succeeding in the “Brave new world” of AI.

[StockScans By SOIC @stockscansin]

Q4FY26 Results – Acutaas Chemicals Ltd

Rev. Growth: 40.3% YoY & 10.1% QoQ
OP Margins: 42.4% in Q4FY26 vs 27.5% in Q4FY25
Pat Growth: 114.1% YoY & 26.4% QoQ

Result Highlights:
1. Gross margin surged to 62.0% in Q4 FY26 vs 47.3% in Q4 FY25.
2. CDMO remains the growth engine ramp-up in complex molecules driving mix improvement and margin accretion
3. Q4 FY26 specialty revenue: ₹403 Mn vs ₹357 Mn
4. Trade receivables rose to ₹3,626 Mn from ₹2,905 Mn - growing 24.8% vs revenue growth of 33%.
5. Management guiding 25% revenue growth in FY27 - implies ~₹16,700 Mn in revenue from the ₹13,394 Mn base.
6. Maintaining >35% EBITDA margin at higher revenue base will be the real test of business quality

Management Commentary:
I am pleased to report a strong close to FY26, with Q4 revenue from operations reaching Rs. 4,328 million up 40.3% year-on-year and our highest ever PAT margin of 31.0%.
Our strategy is clear: build a diversified chemicals business across three high-growth verticals - Battery Chemicals, Semiconductors, and Pharmaceutical CDMO. By scaling these in parallel, we are de-risking our revenue base while creating multiple independent engines of compounding, long-term growth.
We enter FY27 from a position of strength. I am confident of delivering 25% revenue growth in FY27.”

Disc: Not a Buy/Sell Recommendation
#acutaas #resultupdate

[Day trader Telugu @daytradertelugu]

Respected Chandrababu Naidu garu & Lokesh garu, Pawan Kalyan garu
Cyber frauds, fake accounts, morphing, and digital blackmail cases are increasing rapidly in these times
Many people don’t even know where or how to report these issues.

Andhra Pradesh needs a dedicated Cybercrime Portal and a strong, easily accessible cybercrime unit
Kindly think once🙏🏽
@ncbn @naralokesh @PawanKalyan