RK

Bullish on Bharat.

[Max 🚀 @Roblox_1212]

Really imp for every Indian to watch this video of ashwini ji where he tells about that how some people try to sabotage our Apple manufacturing facility by cutting electricity, cyberattack and by spreading fake news through Reuters.
I Can't believe 😟 but who is doing this ?

[RK @rahulkanjani]

@Alchemist1320 Crisil report came in Feb 2025, FY25 growth expected at 25% for Effwa which is around 180 cr revenue against FY24 revenue of 145 cr.

[Rahul Arya @RahulArya7]

Railways Budget 2026 :

Important points :

In the Union Budget for the FY26 Indian Railways has outlined an ambitious plan focusing on revenue growth, infrastructure development, and fleet expansion.

Revenue Projections:

🔷Total Revenue: Indian Railways aims to achieve a total revenue of ₹3,02,100 crore in FY26, marking an 8.3% increase over the revised estimates of ₹2,79,000 crore for FY25.

🔷CAPEX : Total - ₹2.65 lakh crores .
Budgetary support: ₹2.52 lakh crore
Extra budgetary support: ₹10000/- crores ( euphemism for market borrowing)

🔷Internal resources: ₹3000 crores
Passenger Revenue: A target of ₹92,800 crore has been set for passenger earnings, reflecting a 16% rise from the ₹80,000 crore estimated in FY25.
Freight Revenue: The freight segment is projected to generate ₹1,88,000 crore, a 4.4% increase from the ₹1,80,000 crore in FY25.

🔷Infrastructure and Fleet Expansion:
Project Pipeline: The Ministry of Railways has introduced projects worth ₹4.6 trillion into its development program for FY26, focusing on capacity expansion and rolling stock upgrades.

🔷Vande Bharat Trains: Plans are underway to manufacture 150 Vande Bharat 2.0 trains in the coming years. These upgraded trains are lighter and equipped with advanced features, enhancing speed, safety, and passenger comfort.

🔷Namo Bharat Rapid Rail: The introduction of 50 Namo Bharat Rapid Rail services (formerly Vande Metro) is planned to improve connectivity between short-distance cities, offering efficient and swift transit .

Safety and Modernization:

🔷Investment in Safety: The budget for safety-related activities has been increased, with a planned expenditure of ₹49,609 crore in FY26, up from ₹44,032 crore in FY25. This allocation emphasizes track renewal and the enhancement of signaling and telecommunication systems

🔷Modernization Efforts: Indian Railways has invested over $22 billion in modernization projects during the current fiscal year, aiming to expand capacity and enhance travel speed and safety.

Strategic Shift:

🔷The government is shifting its infrastructure focus from road transport to railways, recognizing the need for modernization and expansion of the railway network to boost economic growth and provide efficient transportation solutions

These initiatives reflect Indian Railways commitment to enhancing operational efficiency, passenger experience, and safety, while also contributing to the nation’s economic development.

#Railways #Budget2025

[Aditya Mittal @AdityaMittal795]

#CosmicCRF did another preferential 🔥🔥🔥🔥. @LuckyInvest_ARK Sir has put in 100 cr 😎.

a. 13,23,400 Equity Shares, at a price of Rs.1614/- per Equity Share, aggregating to Rs 213.6 cr.

b, 3,15000 Warrants, at an exercise price of Rs.1,614/- per warrant aggregating to Rs 50.84 cr.

[RK @rahulkanjani]

@SpangleAdvisors My understanding: Firstly, these are mostly salaried individuals who cannot hide their income unlike business income. Second, UP and Bihar folks work hard in corporate offices of Karnataka and Maharashtra to reach high salaried roles. Hence the numbers look surprising.

[Shreenidhi P @nid_rockz]

Cosmic CRF
#CosmicCRF

Ambitious plan of achieving total manufacturing capacity of 5,00,000 metric tonnes by FY27

5000cr revenue goal

Ambitious goals

Let's track the execution

Has been a great execution for last 2-3 years

[RK @rahulkanjani]

@Sushant58834621 Take conservative estimate, 70 cr from EMS and 30 cr from Semcon in H2. Total: 100 cr in H2

[RK @rahulkanjani]

Sahasra electronics consolidated growth projection is CAGR 100% for next 2-3 years, maintaining EBIDTA margins at 30% as specified by promoter. My assumption is if 70% CAGR can be achieved, they will be one of the best growth stories in Indian electronics and semiconductor space.

[RK @rahulkanjani]

For US exports and Trump effect, Promoter is confident that extra Tariffs on China will be beneficial for Sahasra export business. Also Sahasra is one of very few Semcon players in India which will be beneficial for growth.

[RK @rahulkanjani]

@RajStockWatch Bhai aapne ache se nahi suna, as question was asked about trials, trials started last year sep 2023 and they have got positive feedback from all customers. Production based orders will be received from December which will be announced soon.

[RK @rahulkanjani]

@RajStockWatch Bhai, 20% on EMS side, semicon separate than this projection. Ratio 2:1 for EMS:Semcon, 120:60 will be projection in that way. Total 180 cr, that's 80% growth YoY. Everything dependent on execution. Concall establishes some trust.

[RK @rahulkanjani]

@Yaxhxvardhan Excellent information 👍

[RK @rahulkanjani]

@Alchemist1320 Poetically Insightful

[Roshan Kumar @RoshanStocks]

New additonal - SMT plant is under construction next to the semiconductor plant ✈️

Semiconductor is operational and will see in the result of FY25

[RK @rahulkanjani]

@rajendray All golden rules, worthy of a print out and be pasted on walls for daily reminder.

[Aditya Joshi @Aditya_joshi12]

When ESM was introduced in mainboard Microcaps last year, it was followed by a small period of selling after which all weak hands got out. This led to accumulation by all strong hands and many of these stocks gave months of 2% circuits after the heavy strong hand accumulation.

I expect the same to happen this time also. In the long run, the ESM imposition will not affect the market that much.

[Harley XVI (finwizz.live) @xvi_harley]

#viviana #vivianapower

New acquisition for
Distribution transformer
Compact substations

I mentioned 6 verticals in the below post

Transmission and transformer are just 2 of them

They might surprise a lot with new expansion

Strong promoter🚀, stronger execution 🚀, strongest sector 🚀