Kunal Tapadiya 🍥

CMT Level 3 candidate | RESEARCH ANALYST | STOCK MARKET | Post are personal views

[Dr Prashant Mishra @drprashantmish6]

Tempsens

[Darshan Mehta @darshanvmehta1]

Big news for Diacabs as capacity will increase. The company has guided for Rs 4500 cr topline this year and commissioning new capacity will certainly help. One of the very few companies which will show massive topline growth.

Revenue (Actual and Guidance)
FY26 Rs 1944 cr
FY27 Rs 4500 cr
FY28 Rs 7500 cr
FY29 Rs 1000 cr +

[Kunal Tapadiya 🍥 @Kunal14_]

Small traders with limited capital in the derivatives market often struggle to survive in the long run. I’ve seen this happen with friends n relatives, earlier, they couldn’t stop talking about trading. Now, they don’t even want to hear a single word about it.

DISCIPLINE!

[Nupur Jainkunia @Nupurkunia]

SEBI: Fewer Indians Trading Equity Derivatives

The number of active individual traders in equity derivatives fell 18% YoY to 87.5 lakh in FY26, from 1.06 crore in FY25.

📉 New traders fell ~40% to 20.8 lakh
🚪 Trader exits jumped 76%
📉 First annual decline in trader base since FY16
💰 Smaller traders were hit the hardest

SEBI data shows retail participation in derivatives is clearly cooling.

[Kunal Tapadiya 🍥 @Kunal14_]

Sky Gold and Diamonds enters in the MSCI India Domestic Small Cap Index.

#Gold #stock #nifty #market

[Kunal Tapadiya 🍥 @Kunal14_]

Must needed

#foodsafetyneedsscience #raid #food #paneer

[The Tatva @thetatvaindia]

🚨5 quintals of fake paneer and 2,000 litres of milk has been destroyed in a raid by food safety officials in Mathura

[Kunal Tapadiya 🍥 @Kunal14_]

𝗗𝗶𝗮𝗺𝗼𝗻𝗱 𝗣𝗼𝘄𝗲𝗿 𝗜𝗻𝗳𝗿𝗮𝘀𝘁���𝘂𝗰𝘁𝘂𝗿𝗲 (𝗗𝗜𝗔𝗖𝗔𝗕) Advances INR 168 Crore Capex for Cable Capacity Expansion.

#DIACABS #capex #trending #Stockmarket #Nifty #stock

[Aethos Wealth @AethosWealth]

Lloyds Engineering Works: Interesting investor participation in the latest preferential allotment

Lloyds Engineering Works has completed the allotment of 7.07 crore equity shares at ₹71.25/share, taking the paid-up equity capital to ~15.51 crore shares.

The interesting part is who participated.

The allotment includes names such as MK Ventures, Meridian Investment, UAP Advisors LLP, Subhkam Ventures, Prime Securities and several other investors.

The larger strategic piece, however, is the 7.00 crore shares issued through a share swap for acquiring 1.66 crore shares of Steel Infra Solutions Company (SISCOL).

A few points stand out:

- ~₹499 crore of the transaction is through a share swap, rather than cash outflow
- Additional ₹4.99 crore cash was raised from Prime Securities
- MK Ventures received ~72.95 lakh shares
- Meridian Investment received ~56.47 lakh shares
- Prime Securities now holds ~10.21 lakh shares post-allotment
- The transaction materially expands Lloyds Engineering’s equity base

The investor list makes this worth tracking, but participation by known investors should not by itself be treated as validation of the investment thesis.

The bigger question is whether the SISCOL acquisition can translate into higher earnings, stronger capabilities and better capital efficiency over the next few years.

The share-swap structure also limits immediate cash deployment, but investors should watch the resulting dilution and, most importantly, the quality and profitability of the acquired business.

This is an interesting corporate action. Execution and post-acquisition value creation will matter more than the investor names.

#LloydsEngineering #LLOYDSENGG #Engineering #Defence #Infrastructure #Investing #IndianStocks #SmallCaps

@AethosWealth

[News Algebra @NewsAlgebraIND]

🚨 Tukaram Mundhe : "Be it Chinese or Vada Pao or anything else, action is being taken.

We have prohibited the serving of food on newspapers.

Colours added to Chinese food have now come down.

I appeal to the people that if they find unsanitary conditions somewhere, complain and don't have food there"

=> Finally an officer who takes street food hygiene seriously. Tukaram Mundhe’s crackdown on newspapers and artificial colours is a big win for public health.

Clean food first 🔥

[Kunal Tapadiya 🍥 @Kunal14_]

@darshanvmehta1 Very true

[Nalini Unagar @NalinisKitchen]

This man @Tukaram_IndIAS is on a mission to make India healthy.

Parle Agro’s license was suspended because:
- Expired stock was found at its warehouse
- Expired batches of Appy Fizz, Frooti and Candy Juice were found
- The warehouse was sealed

He has recently suspended the licenses of many big brands, so I won’t be surprised if all of them come together and use their power to get him transferred within a few months.

Social media is praising him and appreciating his work so much.

I am still sad that this is happening only in Maharashtra. I wish one day he becomes the CEO of @fssaiindia and raids happen across the country.

I want to see such news every single day.

Enough is enough. These brands have played with people’s health for far too long, while officers have allowed it for years.

It’s time for FSSAI to wake up.

[Kunal Tapadiya 🍥 @Kunal14_]

Nice
Every investor should listen this..

#stock #stockmarket #nifty #investor #breaking #new #explore #trending #reels #insta

[Sunil Gurjar, CFTe @sunilgurjar01]

A goldmine for Microcap Investor!!

Bookmark it!!

[Ronit Pereira @CAronitpereira]

“In 1985, I started with Rs. 5,000 and in one year I earned Rs. 25 Lakhs. I graduated from smoking four square to 555.” 😂

“I then met some friends, Radhakishan Damani, he took me to Ramesh bhai (Damani), Kamal Kabra, all were very good and well intentioned people.”

- Late Rakesh Jhunjhunwala

[Kunal Tapadiya 🍥 @Kunal14_]

We wish to see such type of inspection in Hyderabad as well!

@HFastHCP #foodsafetyneedsscience

[ANI @ANI]

Maharashtra: The Food and Drug Administration conducted a special inspection drive across 86 establishments selling items via online platforms like Zepto, Blinkit & Instamart. 1 establishment was ordered to halt operations, 60 improvement notices were issued, and 14 licenses were suspended (Blinkit-5, Zepto-5, Instamart-2, Bhagwati Store-7, Swinsta Ent Pvt. Limited-1).

(Visuals from the raids conducted at multiple locations across the state)

[Meyyappan PL @MeyyappanPl1]

First ever concall from Diamond power

Very strong exponentially growth projected

Sales
FY 27 4500cr
Fy 28 7800 Cr
Fy 29 10000Cr

Total sales at full utilisation is 14000 cr

Data center sales
Fy 27 750 Cr
Fy 28 1000cr
Fy 29 1500cr

No tax for next 2 years due to accumulated losses

Margins in 11 -13% Range

Dicabs will become one of greatest turnaround story of NCLT like Cg power

[Normal Guy @Normal_2610]

DICABS was dead company inside NCLT courts till 2022, New owners restarted it, did ₹1,910 Cr sales in FY26 using only 25% of factory capacity

Now they say sales will hit ₹4,500 Cr next year, ₹7,800 Cr in FY28, ₹10,000 Cr in FY29. At full capacity this factory can do ₹14,000 Cr. They pay zero tax for next 2 years because of old losses on books. Q1 FY27 revenue already came in at ₹690 Cr with good margins.

Growth is tracking fast

Yu Probably compare DICABS to CG Power turnaround. CG Power had Murugappa Group behind it, oldest business houses in India. DICABS has GSEC, much smaller promoter group.

CG Power cleared all bank dues in 30 days, DICABS still has minus ₹604 Cr net worth But DICABS owns something rare. 110 acre factory in Vadodara making cables from raw aluminum rods to 550 kV finished product, all in same place.

8 cable production lines running now, 2 more start by March 2027, Order book sits at ₹3,687 Cr covering next 12 months.

Data centers need massive amounts of power cables. DICABS just got ₹436 Cr cable order for Hyderabad data center projects from L&T, Sterling and Wilson, Blue Star. Management targets ₹750 Cr data center sales in FY27, growing to ₹1,500 Cr by FY29.

India plans to grow data center capacity from 1,700 MW to 5 GW by 2030. Every megawatt of data center needs kilometers of cables laid underground.

DICABS wants to be default cable supplier for this buildout, Margins stay at 11 to 13%

[Darshan Mehta @darshanvmehta1]

DIAMOND POWER CONCALL

Guidance of Rs 4300 - 4500 cr topline as capacity kicks in and new orders come in
Guidance of Rs 7500 cr topline in FY28
Q1 revenue was impacted by monsoon, Q1 usually is the weakest every year

This means
- Company will do on average of 1250 - 1300 cr topline average every quarter for next 3 quarter (690 in Q1)...Rs 3800 cr in next 3 quarters combined
- Company will do close to 540 - 550 cr EBITDA for FY27 vs Rs 224 cr in FY26
- Company will more than double profits in FY27 over FY26 (143 cr in FY26)

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

Someone please invite this Brother to every School in Bharat.

Our kids need to know that - What we See Isn't Necessarily The Truth.

When will our Regulator be Strict about Artificial Colours? 🥺 It's there Everywhere Now. Especially on Road Side Food. Even Big Restaurants add Artificial Colour to Entice the Customers.

Every Child Should Watch This. Our Next Generation Needs better Food.

Share Widely !!!

#FI

[Sunil Gurjar, CFTe @sunilgurjar01]

Mr. Parag Parikh shares the story of his salaried client who had Rs. 9 crores portfolio in 1999-2000 :

The client had inherited shares of Infosys and Wipro from his father. His initial portfolio value was Rs. 60 Lakhs.

Portfolio increased from Rs. 60 Lakhs > 3 Crore > 6 Crore > 9 Crores.

Parag ji later came to know that Client was investing with borrowed money into stocks like Pentafour, DSQ Software.

He warned the client to sell those stocks but the client didn’t.

Unfortunately when the tech bubble burst, the client lost majority of his money and had to shift from Mumbai to Ahmedabad, his home town.

[Revant Himatsingka “Food Pharmer” @foodpharmer2]

Sting Energy Gets a Legal Notice from FSSAI!

Three years ago, I got a court case to take down my Sting Energy video. Now, FSSAI has issued a notice to Sting Energy for misleading claims.

Sting energy carries warnings saying they're "not recommended for children."
But ironically, children are among the biggest consumers.

That's why I truly appreciate the Maharashtra FDA's decision to ban the sale of energy drinks within 500 metres of schools.

I hope every state in India follows.

Because at the end of the day, it's about the health of Indian children!
And they deserve better.

Label Padhega India….Tabhi Toh Swasth Banega India 🇮🇳

[Nalini Unagar @NalinisKitchen]

A tiger doesn’t fear the jungle. A true officer doesn’t fear the system.

You proved it again, @Tukaram_IndIAS Sir.

Another big raid in Maharashtra.

FDA has suspended the licences of 4 Domino’s outlets after serious food safety violations were found:

- Veg and non-veg food not properly separated.
- Problems with food storage, temperature checks, food testing, cleanliness, and pest control.
- Raw and cooked food not properly separated.
- Poor hygiene and safety practices.

This is exactly how food safety rules should be enforced.

And this was not just Domino’s. The FDA inspected 104 chain restaurant establishments across Maharashtra, with 2 ordered to stop business, 95 served improvement notices and 5 licences suspended.

Huge respect to you, Sir. Let the big brands feel the fear. No one should be allowed to play with public health.

THE TIGER HAS ENTERED THE JUNGLE.