Sudhir

Keenly follow investing related information but believe in marching to my own tune 🙂Reposts are not recommendations or endorsements

[Karan @Karanbd1]

Abakkus Small Cap Fund (Sunil Singhania)📈

Accumulation Tracker🛒

Mar 2026 → Jun 2026

1. Kirloskar Oil Engines - 1.76% → 1.97%
2. Cemindia Projects - 0.00% → 1.82%
3. ZF Commercial - 1.75% → 1.80%
4. Dr. Lal Path Labs - 1.30% → 1.76%
5. Star Health - 1.65% → 1.75%

🧵👇

[Nimesh Shah @nimeshscnbc]

HSBC on Infosys
Downgrade to hold, TP cut to Rs 1110 from Rs 1340
INFY cut its FY27 growth guidance; while it was well anticipated quantum was higher than consensus expectation
Co announced Ashiss Kumar Dash (internal leader) as new CEO, taking over from 1 April 2027
Relative valuations are inexpensive, but near-term quarters are likely to remain weak

JPM on Infosys
Downgrade to neutral, TP Rs 1050
1Q print missed sharply on revenues and revenue guidance was cut sharply for second time in a row after a sharp miss in 4Q.
Growth momentum has now taken multiple hits including weak demand, rising AI deflation (sometimes mid-contract) in addition to contract challenges at Daimler and an Energy, Utilities Resources Services (EURS) contract termination
New organic guide at -0.2 to 1.3% (1.5-3% overall) points to a sharp slowdown YY that depends on sustaining a 0.4-1.4% CQGR in a tough environment
While signings have been strong, AI deflation means revenue conversion remains soft.
Margins were largely in line and need some effort in defence over rest of year.
Infosys has also announced a CEO transition to company lifer Ashiss Kumar Dash (head of EURS) over next nine months, which could pave way for a smoother transition vs. historical leadership changes.

CITI on Infosys
Neutral. TP Rs 1065
Weak 1Q - flattish organic revenues qoq; margins & deal TCV were decent.
Forward looking indicators –
(a) Guidance now factors the Optimum Health acquisition – on an organic basis, mid-point of guidance lowered by 170+ bps;
(b) TTM TCV +30% yoy;
(c) Headcount ~1% yoy;
(d) Mgmt commentary – Uncertain macro; caution on discretionary spends; high competitive intensity. Infosys announced Ashiss Kumar Dash (Global head – EURS) as CEO designate
Factor in acquisition; FY27E/FY28E EPS revised lower by 1-2%

CLSA on Infosys
O-P, TP Rs 1109
1QFY27 revenue growth and FY27 guidance cut were disappointing, but Ebit margin did beat & order book was steady.
One of key concerns around lack of management’s aggression amid AI disruption was addressed to an extent with appointment of Mr Ashiss Kumar Dash as CEO-designate, & as CEO from 1 Apr 2027
In his current role, he is heading EURS vertical & has been with INFY for last 31 years.
This is first time in INFY’s 45-year history an insider & non-founder has been empowered with this role
INFY has been known to have a highly meritocratic culture, reflected in several of its ex-employees appointed as CEOs of several Indian/global SIs

Nomura on Infosys
Buy, TP Rs 1290
1QFY27 – revenue surprises negatively led by client-specific issue
FY27E organic growth guidance cut by 170bp at mid-point
Margin guidance for FY27E unchanged at 20-22%
Smooth CEO transition remains a key monitorable
Infy is currently trading at an attractive valuation of 13x FY28F EPS of Rs80.4
@Reematendulkar @CNBCTV18Live

[Sudhir @mantaur]

@connectgurmeet Brothers Dhabha as well 🔥

[Sudhir @mantaur]

@Maaachaaa69 There is a chance that Large caps could eventually transform their physical buildings into datacentres.

[Sudhir @mantaur]

@abhymurarka Microcap.

[Sudhir @mantaur]

@pvsubramanyam I still hold HUL ( including Ponds/BrookeBond/Lipton tea / BBLIL) from the late seventies.

No complaints.

[Pankaj Parekh @DhanValue]

WEALTH CREATORS OF THE DECADE 🚀

These 35 stocks from the Nifty 500 have delivered massive absolute returns ranging from 1000% to a staggering 8600% over the past 10 years.

₹1 lakh invested 10 years ago would have become:
🏆 Godawari Power → ₹87 lakh
🏆 Olectra Greentech → ₹70 lakh
🏆 KEI Industries → ₹48 lakh
🏆 Jindal Stainless → ₹44 lakh
🏆 PG Electroplast → ₹39 lakh
🏆 Radico Khaitan → ₹39 lakh
🏆 Usha Martin → ₹35 lakh
🏆 FACT → ₹33 lakh
🏆 Linde India → ₹28 lakh
🏆 Capri Global → ₹28 lakh

⬇️Other notable wealth creators:
❇️Apar Industries +2600%
❇️Solar Industries +2400%
❇️Gallantt Ispat +2300%
❇️Neuland Laboratories +2200%
❇️PCBL Chemical +2200%
❇️Trent +2200%
❇️HBL Engineering +2100%
❇️Jindal Steel +1900%
❇️JBM Auto +1900%
❇️MCX +1800%
❇️TARIL +1800%
❇️Nava +1700%
❇️JB Chemicals +1600%
❇️Muthoot Finance +1600%
❇️Navin Fluorine +1500%
❇️Elecon Engineering +1500%
❇️Jupiter Wagons +1500%
❇️CG Power +1300%
❇️Tata Investment +1300%
❇️Persistent Systems +1200%
❇️Welspun Corp +1200%
❇️Gabriel +1100%
❇️GE Vernova T&D +1100%
❇️Hindustan Copper +1100%
❇️Titan +1000%

Biggest wealth is often created by identifying strong businesses early and holding them patiently through market cycles.

15-05-2026
Disclaimer: Note for info only.

[Sudhir @mantaur]

RT @hvgoenka: Why is private capex in India still weak despite good corporate profits? This has been concerning the government rightly and…

[Engineering Knowledge @DP0STS]

This is how to properly fold clothes 💯

[Sumit Mehrotra @SumitResearch]

'ऊँची दुकान फीका पकवान'

Biggest & Best With Almost “0” Returns (5Yrs)

UPL: 1%
HDFC Bank: +2%
Kotak Bank: +1%
Westlife Food: +1%
Blue Dart: +1%
IEX: +0.8%
Venkys: 0.7%
IndusInd Bank: 0.3%
Asian Paints: 0%
HUL: -0.5%
Dr Lal Pathlab: -0.34%
@ Sumitresearch:
Infosys: -0.50%
Deepak Nitrite: -0.80%
Tata Chem: -0.80%
Pfizer: -1%
HDFC Life: -2%
PVR Inox: -2%
TCS: -3%

[Qasem Al-Ali @AlaliQasem]

Oil just dropped 11% because the Strait of Hormuz is “open.”
Let me show you why the market is making one of the biggest mistakes of 2026

[Sudhir @mantaur]

@connectgurmeet As of now, India is an anti- AI play. FPIs will have no choice but to return to our market after all the initial hype surrounding AI is done. India will quickly innovate and ramp up when the value chain trickles down to the AI application and IT infrastructure layer.

[Pankaj Parekh @DhanValue]

ALL-TIME HIGH BREAKOUT ALERT:

💠BSE
💠MCX
💠Groww
💠Quality Power
💠Welspun Corp
💠Godawari Power
💠Venus Remedies
💠Anand Rathi Wealth
💠MTAR Technologies
💠Kirloskar Oil Engines
💠KRN Heat Exchanger
💠Aditya Birla Sun Life AMC

15-04-2026

[The Indian Investor @Anvith_]

📱 India’s Silicon Revolution | Semiconductor Proxy Playbook

1️⃣ Mindteck – ₹182
2️⃣ HCL Tech – ₹1,428
3️⃣ Kernex – ₹1,170
4️⃣ Tata Elxsi – ₹4,417
5️⃣ Dixon Tech – ₹10,571
6️⃣ BEL – ₹442
7️⃣ Kaynes Tech – ₹3,889
8️⃣ ASM Technologies – ₹2,827
9️⃣ MosChip – ₹173
🔟 Crompton Greaves – ₹716
1️⃣1️⃣ MIC Electronics – ₹38

India moving from assembly → design → manufacturing

🚫 No Recommendation

[Sector Research 🩵 @SECTOR_RES0123]

💵Top Sectors to study :

✅1. Aerospace and Defence:
(Bel, Axiscade, Azad engg, Mazdock, Grse, Datapattern, MTar)

✅2. AI and Data centre theme
( Netweb, Aurionro, Anatraj, ABB, Techno electric, KRN, Sterlite tech Aeroflex,kirloskar oil, )

✅3. EV 2Wheeler ecosystem
( Tvs, Ather, Zelio, max volt)

✅4. Pharma and speciality chemicals
( Privi, Sudeep, Sakar, KPL, Zydus )

5. Power transmission
( Gevernova, Hitachi, Schneider, Qpower, Atlanta, )

My fav:: Zelio / hitachi/Axiscades/ ather

[Advait Arora @WealthEnrich]

This rebound in the markets will reward strong stocks even more strongly !
These are 22 such BREAKOUT names, within 2% of their 52-week highs & with rising volumes.
(MCap> 1,000 Cr considered)
#StocksToWatch
📈 Hitachi Energy : ₹28,775
📈 National Aluminium : ₹424
📈 Multi Commodity Exc : ₹2,843
📈 Anand Rathi Wealth : ₹3,662
📈 Aditya Infotech : ₹2,072
📈 Kirloskar Oil Engines : ₹1,585
📈 Belrise Industries : ₹209
📈 Syrma SGS Tech : ₹896
📈 Shriram Pistons : ₹3,685
📈 TD Power Systems : ₹956
📈 MTAR Technologies : ₹4,807
📈 Sterlite Technologies : ₹255
📈 Quality Power Elect : ₹1,098
📈 MB Agro Products : ₹548
📈 SMS Pharma : ₹433
📈 Krishana Phoschem : ₹614
📈 Rossell Techsys : ₹954
📈 DEE Development : ₹390
📈 Arfin India : ₹95
📈 SBC Exports : ₹33
📈 Venus Remedies : ₹1,076
📈 Accent Microcell : ₹443

[Sector Research 🩵 @SECTOR_RES0123]

🔥Quality Smallcap Stocks Available Now at Low P/E (Huge PE De-Rating)

GOOD STOCK AT A LOWER PE NOW 👇

1. HBL Engineering (80 P/E — 21 P/E)
2. Kaynes Tech (150 P/E — 59 P/E)
3. ACME Solar (250 P/E — 30 P/E)
4. Aether Industries (100 P/E — 59 P/E)
5. Manorama (85 P/E — 35 P/E)
6. Waaree RTL (50 P/E — 20 P/E)
7. Jeena Sikho (110 P/E — 35 P/E)
8. Apollo Micro (160 P/E — 80 P/E)
9. Vikram Solar (85 P/E — 14 P/E)
10. Quality Power (170 P/E — 55 P/E)
11. Balu Forge (40 P/E — 21 P/E)
12. Oriana Power (38 P/E — 15 P/E)
13. Shilchar Tech (45 P/E — 23 P/E)
14. Oswal Pump (25 P/E — 9 P/E)
15. ASM Tech (140 P/E — 52 P/E)
16. SG Finserve (30 P/E — 19 P/E)
17. GK Energy (29 P/E — 11 P/E)
18. Alpex Solar (25 P/E — 9 P/E)
19. Garuda Construction (28 P/E -13 P/E)
20. Indosolar (19 P/E — 5 P/E)
21. SRM Contractors (33 P/E — 10 P/E)

Sales & Profit Growth 30% Above
Promoter Holding 50% Above.
Operating Profit Margin 15% Above

Which one In Your Watchlist? Comment 👇

[TheAlpha10X @TheAlpha10X]

Smallcaps Quietly Outperforming in a Weak Market 🔥🔥

✅Bookmark it

Jain Resources
Data Patterns
Khazanchi Jewellers
TD Power
Advait Energy
Precision Wires
GNG Electronics
Anand Rathi Wealth
CCL Products
Acutaas
SMS Pharma
KNR Heat Exchange
Belrise
Kwality Pharma
CP Plus
KSH
Titan Biotech

These are the kind of names quietly holding their ground while the broader market shakes.

Which stocks are you finding attractive right now ❓

✅ RETWEET if you found this useful

Follow @TheAlpha10X for more such insights

See the COMMENT section for early ENTRY & EXIT. 👇👇👇👇

[Sector Research 🩵 @SECTOR_RES0123]

🔥Some SMEs looking good on guidance for FY26 ( >1000cr Marketcap)

Save It For Later 🔖

1. OrianaPower - 2000 - 2500 Cr. topline FY26
2. RajeshPower - 1600 - 1700cr topline
3. Afcom - 80-100% PAT growthE
4. KPGEL - 50-60% topline conservative
5. Aimtron - 280cr topline FY26
6. KrishnaDefence - 30-40% CAGR minimum for next 3yrs
7. AlpexSolar - 100% Topline FY26E
8. AustralianPremium - 75% CAGR next 2yrs
9. INA Insolation - 3000cr topline/350cr bottomline FY26
10. CosmicCRF - Double volume FY26
11. Danish - 50% topline expected
12. Vilas - 65% topline growth
13. ConcordControl - 40% for next 2/3yrs

Which One Do You Have?

Comment 👇 Retweet For Friends

Disclaimer:- do your due diligence before investing ...I have no course no telegram ...only study purpose study !!

[Equity Insights Elite @EquityInsightss]

Valuations across most listed hospital players

Focus on EV/EBITDA on FY27E⏬

Industry bed capacity itself is expected to grow at ~13% CAGR between FY26-29, with several players expanding even faster through greenfield additions & acquisitions

src : Equirus