rajesh

stocks

[rajesh @rajeshmicroxap]

@HKane @England Rooting for you

[rajesh @rajeshmicroxap]

P/e ratio of recycling companies
1. Baheti = 29
2. Jain =37
3. Gravita = 35
4. CMR = 22

[rajesh @rajeshmicroxap]

@Vedansh_Ag China is already running at 97% utilization + Indian govt push for EPR compliance and carbon credit will soon come into effect. I am working in one of the leading Auto Sector and that too in supply chain department. Demand for Recycled Aluminium is at its peak right now.

[rajesh @rajeshmicroxap]

@price_action_NS Bhai it seems all free float has been sidelined.

[rajesh @rajeshmicroxap]

#CMRGREEN
Expectation of Good Q4

[Shreenidhi P @nid_rockz]

CMR Green Technologies
#CMRGreen

Listed today at 268Rs vs issue price of 192rs
Closed at 241Rs

Q4FY26 yet to be declared
CRISIL report points to strong Q4FY26

Was oversubscribed crazily
Valuations were reasonable vs peers

Listed with a big premium of 43%+ and witnessed a sharp profit booking after listing

Block deal:
Goldman Sachs India Equity Portfolio buys 19,41,018 shares at 256.64Rs

Strong anchor names in IPO

CRISIL rating expects a good FY26 growth
Expects FY26 revenue to be at 8400cr

EBITDA/ton increased from 7300 Rs to 9400 Rs

Expects margins to expand gradually going forward and expects margins to reach 5-5.5% in medium terms

Return ratios should progressively get better

Leading non ferrous metal recycler by installed capacity

Highest market share in Indian secondary Aluminium market in terms of revenue

Has big capacity advantage vs peers
Installed capacity of 4x over the nearest competitor in recycled aluminium market

Provides aluminium billets that cater to automotive and non automotive sectors

6,15,150 MTPA overall capacity
13 recycling units

[rajesh @rajeshmicroxap]

Market leader is #cmrgreen.
Every second car we see in road have recycled Aluminium from #CMRGreen.
Giant in the making, Huge Tailwind.

[Sandeep R | Microcap Alpha @investor_sr33]

Baheti

Expansion into aluminium wire rod segment, new electric furnaces for capacity addition (total smelting ~38k MTPA+), solar integration. Targeting FY27 revenue >₹1,000 Cr from core business; focus on margin-accretive products, recycled aluminium adoption, and sustainability.

[rajesh @rajeshmicroxap]

More EV Cars means More Recycled Aluminium. Only Market Leader can Survive. #cmrgreen

[Anjaan_Musafir05 @Kuldeep00969451]

Everyone talks about #EV scooters.

But the biggest story in May wasn’t #scooters.

#Electric Cars sales grew faster than other EV segments.

The question is no longer whether #EV cars will scale.

It’s how quickly.
#electricvehicle #EV #MakeInIndia

[rajesh @rajeshmicroxap]

Market Leader : CMR Green

[microcap investors @ShridhantS]

Aluminium used to Each-every industry 🔖

Aerospace sector ~60-70% uses
4W & EV ~30-50% aluminium composite used
2W & EV ~Typically account of 12-31% of the total weight
Consumers electronic & Drone ~6-12% of the product total mass
Armoured Vehicles & Tanks: Aluminium plating is used extensively to reduce total combat weight by 25% to 40%.

Server Racks & Cabinets: Aluminium extrusions are used in roughly 30-40% of structural containment units because they are non-magnetic and dissipate heat efficiently.

Heat Sinks & Thermal Management: Accounts for 50-60% of specific thermal module assemblies for high-wattage GPUs.

AI controls smelters to reduce energy consumption by **up to 95 and optimize alloy compositions by lowering correction material needs by **30% to 50%.

Second precious metal after copper .

The world's aluminum needs cannot be met through mining alone.

Last option is "Recycling industry"♻️♻️

#Aluminum #Recyling #Baheti

[rajesh @rajeshmicroxap]

@KrijunaResearch If you see FY26PE considering 230-240 cr pat very much possible the stock is still trading at 22 pe. Extremely cheap than its peers. Promoter still holding 84% dont forget.

[rajesh @rajeshmicroxap]

@PulkitA30298377 Then as per you what omnitech did in last 3 months as its share price rose to 2.5 x

[rajesh @rajeshmicroxap]

#olaelectric
Bharat cell 👉 Shakti 👉 Mahashakti 👉 Ferrite Motor(Rare Earth Free)👉 Software inhouse.
Gen 3 👉 Roadster 👉 BESS

Game changer: Roadster , 50% Market Share in EV Bikes.

[Banti agarawala @AgarawalaB27486]

Just look Ather energy battery range drop
Sharply..😱
Ather full import battery
Import battery face many problem
First you pay expensive price
Second replacement huge problem …

Ola electric full made in India battery 🇮🇳
Made Bharat 4680 cell ,Also LFP CELL
Ola offer good discount because own battery and full use local parts ..
Local parts easily replacement
Own battery company easily replace…

[rajesh @rajeshmicroxap]

@OlaElectric Booked it !!

[Ola Electric @OlaElectric]

India's Longest Range Motorcycle; Roadster X+ 9.1kWh now at ₹1,59,999. Only during the exclusive purchase window. Opens from 6PM-9PM today.

[rajesh @rajeshmicroxap]

@DhawalDoshi5 @rohantantia @ShridhantS @Vismaya9999 @Akash17971 @mehul_n_trivedi @anupkhamkar @iamsutanudas @prateek_madaan1 @naveensinghal06 @ujwal_kr Exicom tele system having 50% market share in chargers used.

[Vijay Kedia @VijayKedia1]

Respected @nsitharaman ji and @FinMinIndia ,

Suggestion 1 of 3 for strengthening India's capital markets:
Long-term capital gains tax on listed equities should be abolished.

A long-term shareholder is not a speculator but a provider of patient risk capital. By investing in and holding businesses, investors help companies expand, create jobs, innovate and contribute to India's economic growth.

India requires enormous amounts of long-term capital to build world class enterprises, infrastructure and global champions. Tax policy should encourage households to move savings from passive assets, including imported stores of value such as gold, into productive businesses that create jobs, generate tax revenues and build national wealth.

The appreciation in a company's value is not created in isolation. During its growth journey, the government already collects corporate tax, GST, income tax from employees, customs duties, stamp duties and numerous other levies. Long-term capital gains are often the final outcome of economic activity that has already generated substantial tax revenues.

Most importantly, tax policy should clearly distinguish between investment and speculation. A long term shareholder is a partner in wealth creation, not merely a participant in market transactions. Tax policy should reward long-term ownership of productive businesses and distinguish it from short-term speculation.

India needs more patient capital, more entrepreneurship and more long term investing. Abolishing long-term capital gains tax on listed equities would be a powerful step in that direction.

Respectfully submitted.

[rajesh @rajeshmicroxap]

@rahulized Dont just copy paste here and please see the result from the legitimate sources. Its rigged and fake.

[rajesh @rajeshmicroxap]

@darvasboxtrader Sir shardacropchem

[rajesh @rajeshmicroxap]

@LearningEleven Sir i listened the concall mgmt always give conservative guidance which i feel is goof as agrochem is cylical business and its highly unpredictable to give exact guidance