99 problems

Never take a biased step....😎

[Sneha S @SnehaSSR]

Jewellery stocks are coming out of accumulation after recent sales growth data.

Keep monitoring the stocks

#SENCO
#MOKSH
#KALYANKJIL
#RBZJEWEL
#PNGJL
#TBZ
#RADHIKAJWE
#SKYGOLD
#DPABHUSHAN

[Short To Mid Term @ShortTermStock1]

Top 47 Sector Leader Stocks📊

1- Energy : Reliance Industries
2- Retail : Avenue Supermarts
3- Cement : UltraTech
4- Restaurant : Jubilant Food
5- Footwear : Metro Brands
6- Textiles : K.P.R. Mill
7- Paints : Asian Paints
8- Alcohol : United Spirits
9- Credit Card : SBI Cards
10- Beverage : Tata Consumer
11- Hospitals : Apollo Hospitals
12- Housing Finance : HDFC
13- Telecom : Bharti Airtel
14- NBFC : Bajaj Finance
15- Diagnostic : Dr. Lal PathLabs
16- IT Services : TCS
17- Bank : HDFC Bank
18- FMCG : Hindustan Unilever Ltd
19- Job search : Info Edge
20- Hotels : Indian Hotels
21- PSU : SBI
22- Electric Vehicle : Tata Motors
23- Gold Loan : Muthoot
24- Infra : L&T
25- Luggage : V.I.P. Industries
26- Paper : JK Paper
27- Mutual Funds : HDFC AMC
28- Industrial Chemical : Gujarat Fluorochem
29- Plastic Products : Supreme
30- Beauty : FSN E-Com (Nykaa)
31- Wedding wear : Vedant Fashions
32- Steel : JSW Steel
33- Power Producer : NTPC
33- Renewable : Adani Green
35- Industrial Product : Siemens
36- Auto Ancillary : Bosch
37- Chemicals : SRF
38- nternet biz : Zomato
39- 4 Wheeler : Maruti Suzuki
40- Pharma : Sun Pharma
41- Luxury Goods : Titan
42- Aerospace & Defense : HAL
43- Motorcycle : Eicher Motors
44- API & Life Sciences : Divi's Labs
45- Airlines : InterGlobe
46- Agro Chemicals : UPL
47- Logistics : Delhivery

[JSP Naresh @JspBVMNaresh]

రఘుకుల తిలక రా రా ! ఒరిజినల్ సాంగ్ దొరికేసింది ... 👌👌👌
ఇంతటి చక్కటి పాటని మనకు అందించిన భజన బృందానికి శతకోటి వందనాలు 🙏

జై శ్రీరామ్ ... 🚩🙏

[Business_Fraise @business_fraise]

I am online on my #WhatsApp
Be Calm and Be Honorable.

[99 problems @palingaru]

The management I've encountered recently is the worst I've ever seen. They primarily focus on money, but there's no control over the lines. Everyone is clubbed together at the same time, regardless of the number or the amount. No facilities are provided, not even the minimum

[TV9 Telugu @TV9Telugu]

Nirmal : బాసర ఆలయంలో భక్తుల రద్దీ - TV9

#tv9telugu #nirmal #Basara

[CA Anubhav Sharma @cadalukaanubhav]

क्या ऐसे समय में जहाँ मार्केट लगभग टूट चुका है sip बंद करना उचित है
हा प्रॉफिट सब को अच्छा लगता है लेकिन पैसे का ना आना भी तो जाना ही है🤞🏻

[Stockizen Research ll SEBI RA @Stocki_zen]

Tejas Networks Limited ||
Q3 FY25 Results 👍👍👍

🔹 Revenue from Operations: ₹2,642 crore
➤ QoQ Growth: -6.01% ➤ YoY Growth: 372%

🔹 Net Profit (PAT): ₹166 crore
➤ QoQ Growth: -39.64% ➤ YoY Growth: 469%

🔹 Earnings Per Share (EPS): ₹9.43
➤ QoQ Growth: -41.28%➤ YoY Growth: 457%

Verdict:
🔹 QoQ Verdict: Mixed Set
➤ While QoQ declines in all metrics were noted, the overall financial health remains strong due to robust YoY performance.

🔹 YoY Verdict: Blockbuster
➤ Exceptional YoY growth across revenue, profitability, and operational efficiency showcases strong execution and recovery.

🔹 Overall Verdict: Good
➤ Despite sequential dips, the company is on a solid growth trajectory driven by significant YoY improvements.
Analysis Notes:

🔹 Revenue Trends:
➤ A YoY revenue growth of 372% highlights strong demand recovery and improved market penetration.
➤ Sequential dip in revenue (-6.01%) could indicate seasonal or project-based fluctuations.

🔹 Profitability Performance:
➤ EBITDA improved massively YoY, turning positive after a challenging base quarter last year.
➤ PAT also exhibited strong recovery from losses a year ago, though it declined sequentially due to temporary operational adjustments.

🔹 Cost Analysis:
➤ EBITDA margins expanded significantly on a YoY basis, driven by cost optimizations and higher revenue contribution.

🔹 Operational Highlights:
➤ Improved execution across segments and client wins contributed to the strong YoY performance.

Key Takeaways:
-Revenue Insights: Strong YoY revenue growth reflects increasing adoption of Tejas products across markets.
-Profitability Trends: Massive YoY turnaround in EBITDA and PAT metrics signals enhanced operational efficiency.
-Strategic Developments: The company has shown resilience in addressing prior challenges, evident from its robust YoY performance.

[Ali Azar @MrTalkStock]

Getting alignment and rebalancing done 🛞

Mechanic swears Apollo Tyres and JK Tyres are the best

Anything to make of it ?

#StockMarket

[99 problems @palingaru]

@JillMarinelli1 The world has evolved. When you point a finger at someone, remember that four fingers are pointing back at you. So, what kind of @@@ is Ricky for you?

What goes around, comes around .

[Fan Account Richard Kettlebourogh @RichKettle07]

18 yrs Harbhajan Singh vs Ricky Ponting 🤐 #INDvsAUS

[99 problems @palingaru]

@JillMarinelli1 @ckediax What was the age of Harbhajan when Ricky pointing did that
It’s almost same age

[99 problems @palingaru]

@Chart_Wallah108 Kopran

[Rupeezy @RupeezyOfficial]

👉 Transformers is in Focus The Sector is witnessing Massive Upward Trajectory Trend in india 💹

🌟 A list of 17 Transformers Stocks Which is classified according to institutional & Promoters Holding

👉 A Thread 🧵 👇

#stockmarketscrash #Stocks #investing #Transformers

[99 problems @palingaru]

Hang up the cricket bat for good.
@imVkohli @ImRo45
#INDvNZ
#indvanz

[Paryan Sharma @Paryan_Sharma]

Full Detailed Review of Waaree Energies IPO ⚡️

A Money Multiplier Company one shouldn't Miss💰

Make Sure to Like & Repost this Post to Boost Engagement ♻️

Business

Waaree is the Largest manufacturer of solar PV modules in India with current installed capacity of 13.3 GW

Company is also the Largest Exporter of Solar Modules from our country

Company manufactures Solar Modules using Technologies like (1) multicrystalline cell technology, (2) Monocrystalline cell technology and (3) Tunnel Oxide Passivated Contact (“TopCon”) Technology

Company does Business via Multiple Channels:

1⃣ Direct Sales to Utilities & Enterprises

Under this segment, Waaree sales its Modules to other Domestic Companies (B2B)

2⃣ Export Sales

Waaree sales its Products Globally to countries like USA, Canada, Italy, Hong Kong, Turkey and Vietnam

3⃣ Retail Sales

Waaree has 369 franchises (As on June'24) thorough which they sale Products of their Brand, Especially targeting Solar Rooftop and MSME customers

4⃣ EPS and O&M Services

Company provides EPC services like setting up of ground mount, rooftop and floating solar projects and also does O&M of Solar Power Plants

This vertical comes under their subsidiary, Waaree Renewables Technologies Ltd

Segment Wise Revenue Breakup (FY24):
Direct Sales to Utilities & Enterprise: 31.42%
Export Sales: 57.64%
Retail Sales: 10.15%
Other: 0.8%

Company currently has five manufacturing facilities. Four in Gujarat: Surat, Tumb, Nandigram, Chikhli and one in Noida, Uttar Pradesh (IndoSolar)

Capacity Utilisation (FY24):
Combined Utilisation was 44%

- This is because of Rapidly changing technology in Solar Modules manufacturing. Company has almost stopped making old technology based products and they have been constantly upgrading their facilities

- In Management Interview, Promoter has confirmed that their current utilisation is 70% in terms of Module per Minute

Company imports 90% of Raw Materials, primarily from China

As on June 30 2024, Company has served 1,067 customers in India and 12 Customers outside India

As of June 30, 2023, the company had 1,019 full-time employees

Order Book:
Company has Current Order Book of 17 GW which they will complete in 2 years

Company's Expansion Plans:⚡️

1⃣ Solar Cell Facility: 5.4 GW

As a Part of Backward Integration, Company will start manufacturing Solar Cells at their Existing Chikhli Facility

Out of 5.4 GW, 4 GW will be based on Latest TopCon Technology and 1.4 GW on Monoperc Technology

Company has already funded this whole project and this facility will get operational by Q4 FY25

2⃣ Solar PV Module Facility at USA: 1.6 GW

For Expanding their International presence, Company will start manufacturing PV Modules at their facility in Texas, United States

This facility will get operational with next 6-8 weeks

Company can further expand their Module capacity to 3 GW by FY26 and 5 GW by FY27 subject to requirements

Company can also start manufacturing Solar Cells in USA with capacity of 5 GW by FY27

3⃣ Integrated Facility at Odisha: 6W

This is the most exciting expansion of the Company. Waaree has already started working on their Integrated Manufacturing Facility at Odisha, which is expected to get operational in next 2 years by FY27

Under this, Company will manufacture Ingots, Wafers, Solar Cells and Solar Modules with 6 GW capacity each

Company has been provided with an outlay of ₹1,923 Cr under the PLI Scheme for this Facility

Expected Capacity (By FY27):
Solar PV Module: 20.9 GW
Solar Cell: 11.4 GW
Ingot-Wafer: 6 GW

Green Hydrogen Expansion 🔋

Company is also looking to expand their Operation in Green Energy Space and undertake Backward Integration

Waaree will do manufacturing of green-hydrogen-electrolyser. Company is in the planning phase to set up a Gigawatt scale electrolyser manufacturing facility based on Alkaline Technology

Company has also been awarded the PLI tender
issued by MNRE through SECI with a capacity of 300 MW. Company expect to roll out locally manufactured
electrolysers by end of Fiscal 2026

IPO Objects of the Issue
Out of Total 3,600 Cr Fresh Issue,

1⃣ Partly Financing Odisha Facility: 2,775 Cr

As discussed above in the review, company will complete their integrated Manufacturing facility at Odisha by FY27

Total Project cost is around 9,000 Cr out of which 2,775 Cr will be funded from IPO funds, 5,500 Cr from Debt and rest from Internal Accruals

2⃣ Rest GCP

Plus OFS: 721 Cr

Company KPIs (FY24)
Revenue: 11,632 Cr, PAT: 1,274 Cr, PAT Margin: 11.47%, Debt/Equity: 0.06

Financials (FY24)

Company Financials are Solid. Company's revenue rose by 70% and PAT rose by more than 150%

Company is a Cash Rich company with almost negligible debt as per its income

Company had also received income from Exceptional items worth 341 Cr which is non repetitive in nature

Valuations

Company is Coming at Attractive Valuations

If we see the Potential of the Company and compare it with peers, there's lots of scope left on table for investors

Peers like Premier Energies trading at more than 200 PE

Other Points

- Promoter is Super Smart and Experienced
- Anchor Book Was Top Notch
- Solar Sector is Booming
- GMP is around 100%

Conclusion

Waaree Energies is a Solid Company. They are already the Sector Leaders and further expanding heavily

This sector has massive tailwinds, Goverment is supporting heavily through various schemes like PLI, Pradhan Mantari Suryoday Yojana, ALMM and others

Company is focusing on Backward Integration which will further improve their Margins and decrease dependency of Raw materials. Also USA expansion will help them in expanding their presence

The Nature of the Company is Really Impressive which makes it a Good Stock for Long Long Term

I am Applying with Full Force in this IPO ✅

This company will not only give Listing Gains but also give Solid returns in Long term

I hope you got some value from this Review, If yes then do like and Repost to Boost my Morale 👍🏻

You can Follow me @Paryan_Sharma for such High Quality In Depth IPO Reviews ⚡️

(Note: This is my personal read about the company, post is shared for educational purposes only)

#IPO #IPOAlert #waareeenergiesipo #WAAREE_IPO #SolarEnergy

[99 problems @palingaru]

@EquityFraise Capri global please

[99 problems @palingaru]

@atulkumarzz Send

[Atul Kumar @atulkumarzz]

I'm deleting this soon because it's a legit cash-printing formula.

𝗣𝗮𝗶𝗱 𝗖𝗼𝘂𝗿𝘀𝗲 𝗙𝗥𝗘𝗘 (PART - 1 + 2 + 3 )

1. Artificial Intelligence + Data Analyst
2. Machine Learning + Data Science
3. Cloud Computing + Web Development
4. Ethical Hacking + Hacking
5. Data Analytics + DSA
6. AWS Certified + IBM COURSE
7. Data Science + Deep Learning
8. BIG DATA + SQL COMPLETE COURSE
9. Python + OTHERS
10 MBA + HANDWRITTEN NOTES

(72 Hours only ) Cost About - $500

To get: -
1. Follow @atulkumarzz
2. Like & retweet
3. Reply " Send "

I will do DM Everyone

[99 problems @palingaru]

@sunilgurjar01 Pncinfra

[99 problems @palingaru]

@Nilathira Shanmukh Ayaan

[99 problems @palingaru]

Hear the issues that they don’t provide any contact or area incharge person number where we all we need to depend is on the customer care where they do not have any perfect information. I think local service holders provides far better service than this.

[99 problems @palingaru]

What a horrible service again by @airtelnews @Airtel_Presence @airtelindia @airtein #kphb area, it’s been a consistent issue every alternative week , customer care don’t have any updates on this unplanned outage and they ask us to wait min 24 hrs every time in every call.
We

[99 problems @palingaru]

What a horrible service by @airtelindia @Airtel_Presence , internet was off since Friday morning,
Customer care don’t even care for customers problem, they are saying our eng were working in location since Friday to resolve the issue ,

#airtel

[99 problems @palingaru]

Interesting fact is this guys call us and ask us to upgrade Airtel black when this kind of horrible services provided by them. How can we upgrade?
Contacted customer care today. Their response is ultimate one guy says it will be resolved in an hour. The other says 24 /48 hours