Rahul Jakhar

Principal SW Engg • Stocks • Markets • NISM V-A

[Rahul Jakhar @RjOwnThoughts]

🪔 My Diwali Gift Portfolio 2026 🎁📈

10 Stocks | Equal Weight (10% each)

1. Krsnaa Diagnostics
2. Adani Ports
3. Eimco Elecon
4. Orient Bell
5. Cosmo First
6. Fiem Industries
7. Advait Energy
8. Piramal Finance
9. Sheela Foam
10. Sudeep Pharma

A mix of growth, value, turnarounds & emerging opportunities. 🚀

Let's revisit next Diwali! 📊

Not a buy recommendation. DYOR.

[Rahul Jakhar @RjOwnThoughts]

Rajshree Polypack (#RPPL) looks dirt cheap at current valuations! 👀

FMCG recovery, easing raw material costs & Olive Ecopak growth — potential to double by FY28? 🚀

[Rahul Jakhar @RjOwnThoughts]

Whether I sold or hold FCL has nothing to do with my assessment. 😂

The question isn't just what CCT delivered on a ₹96 Cr investment, but what is already priced in.

Look at the equity dilution, current P/E and earnings attributable to FCL shareholders.

Even assuming ₹2,600 Cr FY28 revenue and 9% PAT margin, EPS is ~₹2. At 30–40× P/E, valuation works out to ₹60–80.

Investing is about future growth relative to current valuation, not just management delivering promises.

And I'm perfectly okay being wrong. That's part of investing!

[Rahul Jakhar @RjOwnThoughts]

Did I say anything about the future? Anyway, I sold FCL two days ago.
One reason the stock corrected from ₹60 to ₹52 was that the Street wasn't expecting strong results.
The long-term outlook still looks promising, but there are several moving parts, including the Democrats' win and cooling crude prices.

[Rahul Jakhar @RjOwnThoughts]

@TheTradeDoctr12 @RaajendraGuupta Very funny, it's all about q2 fy27 results and it's a miss from my perspective.

[Rahul Jakhar @RjOwnThoughts]

@TheTradeDoctr12 @RaajendraGuupta The stock already priced for CrudeChem's ambitious annual projections.

Expectations were for stronger growth and improving margins, but the numbers have failed to deliver. With crude sliding again, another overhang emerges for the oilfield chemicals business.

[Rahul Jakhar @RjOwnThoughts]

@TheTradeDoctr12 @RaajendraGuupta What you like in these numbers?

[Rahul Jakhar @RjOwnThoughts]

@grok verify

[Adani Group @AdaniOnline]

Media statement on Tarali PSP project.

[Rahul Jakhar @RjOwnThoughts]

@me__kaushik Bhageria industries

[Rahul Jakhar @RjOwnThoughts]

My observation: Better to stay away from these groups.

1. Shapoorji Pallonji Group – One of the biggest wealth destroyers.

2. Reliance – Avoid listed subsidiaries/associates.

3. INOX Group – Highly sceptical after the kachra INOX Wind has delivered over the last 2 years.

[Rahul Jakhar @RjOwnThoughts]

@sgamer14681 Price behaviour can be different take your own call.

[Rahul Jakhar @RjOwnThoughts]

📉 Monday could be a rough day for my portfolio!

Disappointing results from these portfolio stocks:

🔻 Inox Wind
🔻 DCAL
🔻 John Cockerill India
🔻 Rishabh Instruments
🔻 POCL Enterprises

Monday looks painful! 😬

[Rahul Jakhar @RjOwnThoughts]

🚀 Shalby Ltd: Looks Like the Worst Is Behind!

Multiple growth triggers aligning for FY28–FY30:

✅ Hospital occupancy improving, operating leverage ahead
✅ Gurgaon hospital nearing breakeven
✅ MedTech manufacturing costs expected to fall another 30–40%
✅ Lower capex, inventory reduction & debt reduction
✅ MedTech could command premium valuations as it scales globally
🔥 The real opportunity? Hospital margin expansion + MedTech turnaround + deleveraging, all firing together!

Execution remains key, but risk–reward looks interesting.

Disc: Invested

[Rahul Jakhar @RjOwnThoughts]

⚠️ Anyone buying EMS stocks now, be careful!

The low-hanging fruits have already been picked.

Every other company is entering EMS. Competition will intensify, margins could compress, and making money from these stocks may get much tougher.

📈 Industry growth ≠ Stock returns!

[Rahul Jakhar @RjOwnThoughts]

Inox Wind never disappoints! 😏

Ye toh lagta hai apna NPA ban gaya hai! 😂📉

Biggest positive takeaway from the results? The resignation of Sanjeev Agarwal 🫡

[Rahul Jakhar @RjOwnThoughts]

One company where both FIIs and DIIs seem to be losing faith — Inox Wind! 📉 From a promising renewable energy story to a wealth destroyer. One of the worst managements in my view. Shareholders ko bas ullu banaya! Big promises, poor shareholder returns. #InoxWind #StockMarket

[Rahul Jakhar @RjOwnThoughts]

Amazing🙏

Exactly what I highlighted earlier:
📈 Better realisations
⚙️ Higher capacity utilisation
💰 Operating leverage kicking in
Earnings growing much faster than revenue!

#OrientBell

[Rahul Jakhar @RjOwnThoughts]

🏏 Orient Bell -- Can hit the ball out of the park?

Kajaria's Q2 FY27 performance signals improving tile demand, realisations & margins.

The Orient Bell thesis:
📈 Pricing gains + better capacity utilisation
🔥 Operating leverage driving EBITDA margin expansion
💰 Potential for earnings to grow much faster than revenue

#OrientBell #SmallCaps

[Rahul Jakhar @RjOwnThoughts]

Business + Technicals + Earnings = Powerful Combination! 🚀

#BIL #BhartiyaInternational

[Rahul Jakhar @RjOwnThoughts]

👀 Family Buying in $BIL!

Navneet Kaur, immediate relative, picks up 1,547 shares.

Small buy. Interesting signal. 🔥