Ranjeet Singh

life ur life as tomorrow never come

[Ranjeet Singh @rk7916]

@dabi_tina Joint secretary portfolio of 2015 batch officer ..Strange...One officer of AIS atleast takes 17 years to reach at this position in center

[Dr Nitish Jha 📉🩺 @24nitishh]

3 Aerospace Stocks That Stand Out ✈️

🚀 Aequs – Quietly becoming a global manufacturing partner for complex aircraft parts and aerospace assemblies.

⚙️ Azad Engineering – Delivers highly engineered components that power next-generation aircraft engines.

🔌 Rossell Techsys – Focused on aircraft electronics, wiring solutions, testing systems, and lifecycle support for defence and aviation.

Which one is your top pick for the next 5 years? 📈

[Raghav Tikarya @RaghavT10944]

Another solid story in Building: ShadowFax

Things which caught my eyes :

1) Financials - FY26 revenue growth of 65% and 3X EBITDA (margin expansion )

2) Nearly 4X market share in 4 years: From 8% in FY22 to 29% in FY26

3) Biggest Moat : Asset light, tech driven modal

4) TAILWINDS in delivery industry
Everything looks good; industry main tailwindd
They do not own a single piece of land or any vehicle - EVERYTHING IS LEASED

Let's dig deep into the business model & discuss the MOAT of the business + Concall Pointers:-

The company is mainly into the delivery of goods from seller to consumer's doorstep. They have an asset-light, technology-driven model.

Seller Warehouse --> Main Hub (Leased) ---> Nearest Hub (Leased) --> Main consumer

The has 3 main divisions :-

1) Express Parcel - contributes 75% of the business.
Services offered ; Deliveires, Same day, next day and Return Delivery as well.

Main Client : Flipkart, meesho, Myntra, Amazon

These are high-volume clients, since they offer bulk orders; therefore the company also has to give them a discount.

Now they have launched ShadowFax 360 under which they will focus on making small base clients like D2C comapanies where they 15-20% higher pricing power (Explained in detail in the video)

2) Hyperlocal : Trending one - It's Quick Commerce + Food delivery business. Currently contribute around 17% in revenue but growing rapidly. Under this business, the company has been running 15 dark stores from last 2 years profitably. And now they have planned to setup 100 new stores in FY27

3) Other logistic services; Delivery of large appliances, furniture, and all which are complex in nature, thus offers high margins

The company delivers products in 15600 pins out of 19300 avaliable in India. Targets to Cover entire India by FY28

FY27 overall business growth of 27-30% with 100 to 120 Bps Ebitda Margins Expansion

BUT you have to keep on tracking the business !!

[Raghav Tikarya @RaghavT10944]

Syrma Sgs Tech: What caused a 3x surge in stock price in just one year and What's next ? | DETAILED BREAKDOWN

PROFITS focused approach : This company decided to sell more of high-margin products, which resulted in 2x margins, Improving ROCE, improving W.cap days and thus resulted in nearly a 3x surge in the stock price.

BUT it's the past. Markets are forward-looking, so what's next?

Here you go :

The management has guided for a 30-35% revenue growth in FY27 while maintaining 10-10.5% margins.

Syrma Sgs Tech: What caused a 3x surge in stock price in just one year, and what's next? | DETAILED BREAKDOWN

Here, management says that due to estimated increase in input costs (mainly due to war), the company is being cautiously optimistic.

I have discussed important concall pointers and the business modal in detail in the video below

[मिच्च मसाला @micchamasala]

यह वह दिन था जब भारतीय इतिहास में विराट कोहली की इच्छा के आगे देवताओं को भी झुकना पड़ा था..🇮🇳♥️

[Ranjeet Singh @rk7916]

@AnilYadavmedia1 Bhuvan (Aamir Khan ) .. तीन ���ुना लगान माफ़ करवाने के लिए गोरो से क्रिकेट का बैट लेकर लड़ गया था वो शूरवीर

[Ranjeet Singh @rk7916]

आँखों को सुकून

[सीतामढ़ी जिला 🇮🇳 @SitamarhiJila]

King meets Bihari Monster 💀

[Advait Arora @WealthEnrich]

Most people are chasing the obvious AI / Data Centre names now, but I am more interested in the hidden engineering side powering this entire buildup.

The obvious large names like Siemens, ABB, Hitachi Energy, Netweb, CG Power, Schneider, Cummins, KEI, Polycab etc are strong businesses. No doubt about that, but I am personally more interested in the lesser discussed infrastructure chain connected to the Data Center ecosystem. My logic is that the hyperscale AI infrastructure needs much much more than juat GPUs. The amount of physical infra these facilities need is massive:
electricity intake, transformers, cooling systems, fibre density, backup systems, liquid circulation, electrical distribution and uninterrupted uptime engineering.

What makes this cycle very different is that AI workloads are far more power and cooling intensive than traditional cloud infrastructure. Most discussions around AI in India still remain limited to GPUs + servers, while very few people are discussing what rising AI power density could mean for cooling, transformers, electrical systems & uptime infrastructure.

Some interesting niche areas I am tracking:

1. Thermal mgm & cooling
Large: Blue Star, Amber
Niche: KRN Heat Exchanger, Aeroflex, Patels Airtemp

2. Speciality transformers & power density
Large: Hitachi Energy, CG Power
Niche: Shilchar Tech, TRIL, Bharat Bijlee

3. Grid stability & power quality
Large: ABB, Siemens
Niche: Quality Power, RMC Switchgears

4. Fibre density & backend data movement
Large: HFCL, Tejas Networks
Niche: Sterlite Tech, Aksh Optifibre, Birla Cable

5. Intelligent electrical distribution & UPS
Large: Schneider, Legrand
Niche: Marine Electricals, HBL Engg, Salzer Electronics

6. Liquid cooling & industrial fluid systems
Large: KSB, Kirloskar Bros
Niche: WPIL, Roto Pumps

7. Backup power & uptime reliability
Large: Cummins, Kirloskar Oil
Niche: Powerica, TD Power, Greaves Cotton

8. AI server deployment & electronics
Large: Netweb, Kaynes
Niche: Syrma SGS, Rashi Peripherals, Avalon Technologies

9. Enterprise networking & infra integration
Large: L&T, Tech Mahindra
Niche: Black Box, Techno Electric

India’s data centre capacity is expanding from roughly 950 MW toward nearly 1,800 MW by the end of 2026 or early 2027 & such infrastructure booms rarely create only one set of winners.

Railways created cable & transformer winners. Renewables created inverter and transmission winners. Similarly, AI infra may create hidden beneficiaries across cooling, transformers, power quality, fibre, liquid systems & uptime engg.

The obvious names may still do well, but some interesting opportunities may emerge far away from smaller engineering businesses solving some of the hardest infrastructure problems behind AI + data centres.

Which lesser names from the engineering layer of the AI infrastructure cycle interests you the most?

[Vinayak Khosla @vinayak_kh56506]

Weekly Deep Dive (with @MayankKapur16)

Drone Manufacturing Industry and Ideaforge Ltd.

0:00 - Introduction
0:30 - Drone Industry Analysis
5:40 - Types of Drones
13:37 - Players in this industry
16:01 - Government policies
17:59 - Components of Drone
23:02 - Ideaforge Ltd.
28:00 - Thesis and Anti-Thesis
35:37 - Brief on Valuations

Disclaimer - no Recommendation. We are not SEBI registered.

[Raghav Wadhwa @raghavwadhwa]

I went through 75+ concalls so you wouldn't have to.
The full FY27 guidance map across 15 Indian sectors.

Renewables & Clean Energy
🔹Premier Energies: 3 to 4x revenue growth over 3 years
🔹Inox Wind: 1,500 to 2,000 MW annual execution in FY27 to FY28
🔹Sarda Energy & Minerals: 20%+ growth over 3 years
🔹Waaree Renewable Tech: 30 to 40% growth
🔹Suzlon Energy: 4,000+ MW order book
🔹JSW Energy: targeting 20 GW by 2030
🔹Waaree Energies: targeting 20+ GW

Data Centers
🔹KRN Heat Exchanger: 60% growth in FY27
🔹Aeroflex Industries: 35% growth in FY27
🔹Netweb Technologies: 35 to 40% revenue growth, 13 to 14% EBITDA margin over next 2 years

Pharma & Healthcare
🔹Poly Medicure: 25% revenue growth, ₹2,300 to 2,400 Cr in FY27
🔹Senores Pharma: 50 to 60% PAT growth in FY27
🔹Sai Life Sciences: 15 to 20% revenue growth in FY27
🔹Cupid: 70% PAT growth in FY27
🔹Beta Drugs: 20 to 25% revenue growth in FY27
🔹Kwality Pharma: 50% PAT growth in FY27

Power Transformers
🔹Transformers and Rectifiers India: 40%+ growth over 3 years
🔹Danish Power: 20 to 25% growth over 3 years
🔹Supreme Power Equipment: 50% growth over 2 years
🔹Hitachi Energy India: strong multi-year HVDC and grid modernisation opportunity
🔹Atlanta Electricals: 40% growth over 2 years
🔹Shilchar Technologies: 20%+ growth over 2 to 3 years
🔹TD Power Systems: 30% growth in FY27

EMS & Electronics
🔹Aimtron Electronics: 40 to 50% revenue growth in FY27
🔹Netweb Technologies: 30 to 35% growth in FY27
🔹Rashi Peripherals: 20% revenue growth in FY27
🔹Avalon Technologies: 24 to 27% growth in FY27
🔹Kaynes Technology: strong multi-year growth opportunity
🔹GNG Electronics: 25% revenue growth in FY27
🔹E2E Networks: hyper growth phase, no specific guidance

Power Capital Goods
🔹Yash Highvoltage: 50 to 70% in FY27, 40 to 42% CAGR over 4 to 5 years
🔹Quality Power Electrical Equipments: 15 to 20% in FY27, 50% in FY28
🔹Genus Power Infrastructures: 33%+ growth in FY27
🔹Apar Industries: 15 to 20% CAGR over 3 to 5 years
🔹Synergy Green Industries: 33% revenue growth in FY27
🔹Skipper: 30% PAT growth in FY27

Defence
🔹Data Patterns India: 20 to 25% revenue growth, order book ~₹1,868 Cr
🔹Krishna Defence and Allied: 30 to 40% growth over next few years
🔹Solar Industries: 42% revenue growth in FY27
🔹Zen Technologies: 50%+ growth over 2 years
🔹MTAR Technologies: 80% ±5% growth in FY27

Recycling & Waste Management
🔹Gravita India: 35% revenue growth in FY27
🔹Namo eWaste: 40 to 50% growth
🔹Tinna Rubber: 25%+ growth
🔹Baheti Recycling: 30 to 35% growth
🔹Antony Waste: 20%+ growth
🔹Sunlite Recycling: 20%+ growth

Cables, Wires & Pipes
🔹Man Industries: 40 to 55% revenue growth, ₹5,000 to 5,500 Cr in FY27
🔹RR Kabel: 16 to 18% volume growth in FY27
🔹KEI Industries: 20%+ growth in FY27 and over 3 to 5 years
🔹HFCL: 20 to 25% growth in FY27
🔹Welspun Corp: 20% revenue growth, ₹20,000 Cr in FY27
🔹V-Marc India: 40%+ growth in FY27 and over 2 to 3 years

FMCG & Consumption
🔹ADF Foods: 35 to 50% revenue growth, ₹925 to 1,000 Cr in FY27
🔹Bazaar Style Retail: 25% revenue growth in FY27
🔹Hindustan Foods: 35 to 50% PAT growth, ₹200 to 220 Cr PAT in FY27

Aerospace
🔹Rossell Techsys: 80 to 90% revenue growth in FY27
🔹PTC Industries: long-term aerospace and defence alloy growth opportunity
🔹Azad Engineering: 25 to 30% growth over next few years

Finance & Digital Platforms
🔹Pine Labs: 21 to 23.5% revenue growth in FY27
🔹Anand Rathi Wealth: 25% growth
🔹Northern Arc Capital: 22 to 25% growth

Chemicals & Specialty
🔹Acutaas Chemicals: 25% growth in FY27 and over 3 years
🔹Neogen Chemicals: 40%+ growth over 3 to 4 years
🔹Pondy Oxides and Chemicals: 20%+ growth over 4 years
🔹Krishana Phoschem: 35 to 40% growth in FY27
🔹Stallion India Fluorochemicals: 30 to 35% growth in FY27

Railways
🔹Ramkrishna Forgings: 80 to 85% capacity utilisation in FY27
🔹Airfloa Rail Technology: 50% growth over 2 years
🔹RITES: 15 to 20% steady growth
🔹Frontier Springs: 30%+ growth over 2 years

Logistics
🔹Shadowfax Technologies: 27 to 30% growth
🔹Zinka Logistics: 30%+ growth

Water Management
🔹Enviro Infra Engineers: 35 to 40% growth
🔹VA Tech Wabag: 20%+ growth

🔖Bookmark it. Earnings season will tell you who delivers and who blinks.

📌Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only.

[Advait Arora @WealthEnrich]

Name 1 smallcap you truly believe can become much bigger by FY30.
Even just the stock name is enough, but if you have a small reason too, even better
Bas “operator ne bola hai”
“bhai guaranteed multibagger hai”
& “circuit pe circuit aayega”
type answers mat dena 🙂
Let’s go ..👇

[Capt. Sachin Chaudhary @suryachaudhary1]

This page may correspond to someone’s portfolio

There is no Reco at all and this is being shared with intention to show you the examples

[Ranjeet Singh @rk7916]

@AmitShah ऐसा लग रहा है किसी दूसरे देश को फ़तह करने में इन सभी सेनानियों ने अपने प्राणों की आहुति दे दी है । ऐसा ही प्रदेश आज के वक़्त में भारत में था ताज्जुब होता है ।

[Ranjeet Singh @rk7916]

@anandmishraips So gentleman u r comparing Group A officers of CAPF from sailors / clerk etc . Plz come out from the illusion created within . Consider others your colleague and counterpart u will visualise the how accommodative are others

[Ranjeet Singh @rk7916]

@MahuaMoitra Ma’am after watching carefully your fiery speech in LS and raising your voice for CAPF fraternity henceforth your name would be दुर्गा मोइत्रा । बाक़�� सब बकवास अपनी महुआ मैडम १००% से पास

[Ranjeet Singh @rk7916]

@NewsAlgebraIND जब कुछ समझ नहीं आए तो ऐसे वीडियो नहीं बनाओ । पहले जजमेंट पढ़ो समझो उसके बाद स्क्रिप्ट लिख कर बोलो ।

[Popcorn Hub 🍿 @iam_sijo99]

Iran Vs Israel & America. The story behind the headlines.🇮🇷🇮🇱🇺🇸

Watch these Movies to understand more 🍿

1. Zero Days (2016)
2. Tehran (2020–)
3. The Operative (2019)
4. Argo (2012)
5. The Spy (2019)
6. Munich (2005)
7. The Gatekeepers (2012)
8. Eye in the Sky (2015)
9. Body of Lies (2008)
10. Syriana (2005)
11. Operation Finale (2018)
12. The Red Sea Diving Resort (2019)
13. Fauda (2015–)
14. The Green Prince (2014)
15. 5 Broken Cameras (2011)
16. Waltz with Bashir (2008)
17. Paradise Now (2005)
18. The Attack (2012)
19. Incendies (2010)
20. Not Without My Daughter (1991)

[AajTak @aajtak]

पीएम मोदी की इज़रायल यात्रा के दौरान एयर इंडिया वन की उड़ान दुनिया भर में सबसे ज्यादा ट्रैक की गई। पीएम की इस विशेष यात्रा के दौरान VVIP विमान ने पाकिस्तान और ईरान के एयरस्पेस को अवॉइड करते हुए खास रूट से उड़ान भरी। फ्लाइट ट्रैकिंग प्लेटफॉर्म Flightradar24 पर यह विमान सबसे ज्यादा मॉनिटर किया गया। सुरक्षा कारणों से चुने गए विशेष मार्��, फ्लाइट की टाइमिंग और तकनीकी डिटेल्स ने लोगों की दिलचस्पी बढ़ा दी। जानिए इस हाई-प्रोफाइल उड़ान से जुड़ी पूरी जानकारी।

#ATReel #PMNarendraModi #ATDigital #AirIndiaOne #AajTakSocial

[Pratham khanna @Portfolio_Bull]

MOTILAL OSWAL REPORT ���️

30 potential multibagger among different Sectors 🔥

Bookmark & Repost It 🔂

A Thread 🧵⤵️

[Sunil Gurjar, CFTe @sunilgurjar01]

Buy On Dip!📊

1-BAJFINANCE
2- NYKAA
3- HINDUNILVR
4- ATUL
5- GPPL
6- CAMPUS
7-POWERGRID
8- LICI
9-TORNTPOWER
10-SCHNEIDER
11- TIMKEN
12-INTERARCH
13-KRISHANA
14-SUDEEPPHRM
15-SEAMECLTD