Raghvendra Mishra

[Yatin Mota @yatinmota]

ADANI ENERGY SOLUTIONS - BIG POSITIVE NEWS - MSCI ALLOWS ASM stocks to be added on review

IIFL Says That ADANI ENERGY SOLUTIONS to be included in upcoming MSCI Review as its now eligible after ASM / BSE rules

Total Inflows of over Rs 3300 crores, 8 times average likely for ADANIENSOL

MSCI confirms that it will update the monitoring period applied to the following Ineligible Alert Boards in the MSCI Global Investable Market Indexes (GIMI), effective from the August 2026 Index Review:

- Bombay Stock Exchange and National Stock Exchange: Short Term and Long Term Additional Surveillance Measure (ASM)

Source: https://t.co/TiKvC6kSGo

[STOCK WALLAH 💚 @Stockwallah0123]

Good results

Tracking

Poonawalla Fincorp
#PoonawallaFin
#Poonawalla
Rev at 2336cr vs 1314cr, Q4 at 2120cr

PAT at 308cr vs 63cr, Q4 at 255cr

GNPA at 1.37%
NNPA at 0.7%
RoA at 1.98%

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

PTC Industries

Company bagged a strategic order from BrahMos Aerospace to develop and supply a mission-critical airframe/missile sub-system 🔥

Melt to Mission strategy, expands TAM and strategic relevance in India’s defence ecosystem 👍

Order value undisclosed (confidentiality), 2-year execution timeline, no related-party interest

#PTCIL #Vismaya

[Satish Patnaik @patnaiksatish84]

CFF Fluid Control - Growth Drivers
……………………………………………………………

Source - Annual Report

1. P75I submarine project (90000 crore) presents a significant long-term opportunity.

2. Increasing defence indigenisation under the Atmanirbhar Bharat initiative.

3. Rising Indian Navy capex for submarines, warships, and related systems.

4. Potential content increase per platform as CFF expands its product portfolio.

5. New manufacturing capacity supports higher production volumes.

6. Opportunity to participate in future submarine programs such as P76 and lifecycle maintenance/spares.

7. Growing focus on indigenous defence manufacturing could open export opportunities over time.

[STOCK WALLAH 💚 @Stockwallah0123]

Waiting these levels ( I WILL GOONA BUY 🚛 LOAD)

💟GROWW 190
💟BSE 3200
💟MCX 2500
💟ANGEL 300
💟ARSSBL 450
💟APAR 10000
💟FORCE 16000
💟HITACHI 28000

💶💶💶💶💶

[Tanmay 🇮🇳 @Tanmay_31_]

Caliber Mining And Logistics IPO Anchor Book

Solid Anchor Book
Wasn't expecting these names

Investors Include :

▪︎ Quant Mutual Fund
▪︎ Ashoka India Equity Fund
▪︎ 3P India Equity Fund (Prashant Jain)
▪︎ Helios Smallcap Fund (Samir Arora)
▪︎ Abakkus Opportunities Fund (Sunil Singhania)
▪︎ Carnelian Bharat Fund (Vikas Khemani)
▪︎ Anchorage Capital Fund

[Sandeep R | Microcap Alpha @investor_sr33]

Bulk / Block Deals

- Hind Rectifiers: 183,951 shares at ₹1,328.88 avg (NSE, July 16).

- Smallcap World Fund Inc sold 1,289,711 shares of Ramkrishna Forgings at ₹573.88 (July 16).

- Nippon India MF + Bank of India MF + Buoyant Opportunities acquired 3,638,259 shares of Laser Power and Infra (July 16).

- Abakkus Investment Managers bought 280,000 shares of Nilkamal at ₹1,335.63 (July 16).

[Raghav Wadhwa @raghavwadhwa]

Top Stocks Added by Mutual Funds in June Month

✅Parag Parikh Flexi Cap Fund
✅Helios Flexi Cap Fund
✅Bandhan Small Cap Fund
✅Quant Small Cap Fund

A Thread.....🧵👇

[संdeep @_beingsandip]

#JioFin Promoters have infused ₹9,890cr cumulatively (2 tranches) via preferential warrants, 62% of the total ₹15,825cr committed & ₹6,000cr more to come.

Stake already up from 47.12% to 49.13% & set to rise 10% points once fully converted. Strong promoter conviction bet.

[Tejaswi Palam | AI Industrial Shift @TejaswiPalam]

Bought Quality Power Electrical Equipments

Target: 5x

Everyone looking at data centers

I’m looking one layer deeper

[Rajeev Desai @rajuidesai]

Excellent results from this Lalbhai Choksi Gr Co....
Stock was up 20% today....🚀🚀🚀

[microcap investors @ShridhantS]

MAYBE CHEMICAL INDUSTRY "TURNAROUND "

AMAL 🔥🔥🔥

Revenue ~100 %
PAT ~100%
EBITDA margin

Company announced Capex for SO2 from 45 tpd to 105 tpd.

#AMAL

[Advait Arora @WealthEnrich]

With strong expertise in embedded design #Aimtron could surprise really big going forward!
(Disclaimer: Invested & biased)

[Advait Arora @WealthEnrich]

https://t.co/wHqUHWvKNo

[Advait Arora @WealthEnrich]

The 2 biggest underperformers in my #portfolio right now are Kaynes Technology & Transrail Lighting.

My conviction hasn't changed, upcoming Q1 results will be very important. They will tell me whether it's time to average down... or simply stay patient.

What are your laggards?

[Advait Arora @WealthEnrich]

If you had to buy just one defence company from here & hold it for the next 4-5 years, which one would you pick?
More importantly... why?

I already have a favourite. If you have been following my work, you might even guess it easily.
Full investment thesis coming soon.

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

Govt of India has approved 3 major initiatives

1️⃣1.27 lakh Cr Semicon 2.0 Scheme

Focus on CG Power & Kaynes Tech

2️⃣62,500 Cr Mobile Phone Manufacturing Scheme

Focus on Dixon Tech & Amber Ent

3️⃣10 Million Tonne Annual Capacity with New Urea Investment Policy

Focus on Paradeep Phosphate, Chambal Fertilizers

#Vismaya

[DIXIT AGGARWAL @Dixitagg]

10 साल में कर्ज़ घटाने का शानदार सफर

FROM DEBT HEAVY TO DEBT LIGHT

1. Bombay Dyeing
Debt Now: ₹3 Cr.
Debt 10 Years Ago: ₹2,519 Cr.

2. Action Construction Equipment
Debt Now: ₹8 Cr.
Debt 10 Years Ago: ₹154 Cr.

3. Maharashtra Seamless
Debt Now: ₹13 Cr.
Debt 10 Years Ago: ₹665 Cr.

4. Heidelberg Cement
Debt Now: ₹14 Cr.
Debt 10 Years Ago: ₹1,039 Cr.

5. Garware Hi-Tech Films
Debt Now: ₹16 Cr.
Debt 10 Years Ago: ₹315 Cr.

6. Panacea Biotec
Debt Now: ₹24 Cr.
Debt 10 Years Ago: ₹1,105 Cr.

7. GE Vernova
Debt Now: ₹24 Cr.
Debt 10 Years Ago: ₹500 Cr.

8. GSFC
Debt Now: ₹27 Cr.
Debt 10 Years Ago: ₹1,288 Cr.

9. HBL Engg.
Debt Now: ₹67 Cr.
Debt 10 Years Ago: ₹550 Cr.

10. Orient Cement
Debt Now: ₹72 Cr.
Debt 10 Years Ago: ₹1,285 Cr.

11. Linde India
Debt Now: ₹78 Cr.
Debt 10 Years Ago: ₹1,445 Cr.

12. ABB
Debt Now: ₹85 Cr.
Debt 10 Years Ago: ₹600 Cr.

13. CG Power & Industrial Solutions
Debt Now: ₹118 Cr.
Debt 10 Years Ago: ₹1,528 Cr.

14. Emami
Debt Now: ₹160 Cr.
Debt 10 Years Ago: ₹670 Cr.

15. Orchid Pharma
Debt Now: ₹363 Cr.
Debt 10 Years Ago: ₹3,215 Cr.

16. Godawari Power & Ispat
Debt Now: ₹443 Cr.
Debt 10 Years Ago: ₹2,007 Cr.

#stockalerts #debttodebtfree #stockmarketupdate

[TruthCapital @ramesh_vd]

#sigmaadvancedsystems
Sigma Advanced Systems Clinches ₹153 Crore UK Aerospace Acquisition

Sigma Advanced Systems Limited has officially executed a definitive share purchase agreement to acquire a 100% equity stake in UK-based aerospace manufacturer Bromford Precision Solutions Limited. The all-cash transaction is valued at approximately £11.89 million (₹153 crore), marking a major milestone in Sigma's aggressive global expansion strategy.

Unlocking Specialized Engineering Capabilities
Core Product Focus: Operating out of Leicestershire, UK, Bromford Precision Solutions specializes in high-precision, complex aero-engine ring components and compressor casings.

Complementary Integration: These specialized capabilities fit perfectly alongside larger structural components made by Sigma’s other UK subsidiary, Nasmyth Group.

Tier-1 Approvals: The acquisition gives Sigma immediate, certified access to massive, tightly regulated supply frameworks—most notably with Rolls-Royce and Siemens.

Funding Structure & The Strategic War Chest

The transaction is built as a 100% all-cash deal, fully funded through a major capital raise that leaves the company with a debt-free overseas acquisition.

The Fundraise: Shareholders overwhelmingly approved a preferential issue of up to 1.32 crore fully paid-up equity shares priced at ₹347 per share, raising a massive ₹459.99 crore.

Marquee Institutional Backing: This non-promoter strategic round was heavily backed by major institutional players, featuring the Bank of India Flexi Cap Fund and Bank of India Small Cap Fund, alongside high-net-worth strategic private investors.

Deploying the Remaining ₹307 Crore: Because Bromford only requires a ₹153 crore outflow, the remaining ₹307 crore is being strictly monitored by India Ratings. It will be used to fund a massive 8x order-to-sales backlog, expand the domestic manufacturing plant in Sri City, India, and cover general corporate scale-up costs.

Equity Dilution & Net EPS Impact Analysis
The issuance of 1.32 crore new shares results in an immediate equity dilution of approximately 11% to 13% for existing shareholders. While a double-digit dilution typically pressures Earnings Per Share (EPS), the strategic architecture of this deal is strongly net-accretive:

Immediate Revenue Offset: The ~12% share base expansion is instantly countered by Bromford’s healthy, operational ₹228.04 crore revenue pipeline. Since Bromford is already running at near-full capacity utilization, its day-one earnings act as an immediate cushion.

The Cost-Arbitrage Multiplier: True EPS acceleration will trigger as Sigma shifts labor-intensive rough machining to its low-cost Indian plants. This cross-border model drastically slashes overall production costs.

High-Margin Optimization: Offloading basic fabrication frees up physical space and machine hours at the UK facility. This allows Bromford to reallocate 100% of its current utilization to hyper-specialized, ultra-high-margin final precision finishing and OEM certifications.

The Net Verdict: Because the combined forces of immediate cash flow, optimized plant capacity, and Indian cost structures will expand net profit margins significantly, the overall bottom-line growth is mathematically positioned to outpace the equity dilution, driving long-term EPS upward.

Implementation Timeline

The transaction is expected to officially close by the end of July 2026, subject to standard closing conditions. Because of this, full consolidation will begin in Q2 FY2026–27. Investors should watch for the first consolidated financial impacts in the September 2026 quarterly results.

https://t.co/BDXYw9eRcr

[Pankaj Jain SEBI RESEARCH ANALYST @EyeOn_Trade]

Premier Polyfilm Ltd
Market Cap₹ 723 Cr.