Rohit

Equities | Tech | Health :
Personal views on stocks & mutual funds. Not SEBI Registered. No buy/sell recommendations. Market risks apply; do your own research

[Rohit @rochsriv]

@trancingbull26 @MithunSarkari When there is an upper circuit going on a stock & you're adamant at buying immediately come what may, try placing your order in pre-order session before 9:15 am so that you are ahead in the queue & have a higher probability of getting your order executed.

[Rohit @rochsriv]

@MithunSarkari True, the whole valuation exercise is a distraction. Valuations ko goli maro & focus on whether the business & the sector has high growth momentum in the coming years. But even if someone is hell bent on valuation, STL will easily do a PAT of 1000cr in FY27 which is 38 ka PE.

[Rohit @rochsriv]

#STLTECH Sterlite Technologies has unveiled it's ambitious growth roadmap called "Lakshya" - FY29 revenue to be 4x of FY26 rev & margin to expand from 13.2% in FY26 to 27% in FY29. That's a guidance of 60% CAGR sales growth for the next 3 years with huge margin expansion. Wow!

[Rohit @rochsriv]

HFCL - order book is now more than 5x of entire FY26 revenue & doing capex for backward integration & to enhance the efficiency - Margins should go up.
It’s still a brilliant opportunity looking at the TAM (not a recommendation) even though the stock is on a lower circuit today.

[Rohit @rochsriv]

Being energetic, positive & enthusiastic is a way more important & effective to be successful & wealthy than being informative, knowledgeable & intelligent.

[Rohit @rochsriv]

This stock became 25x from Apr 2025 to Aug 2026. Study the sales growth & the operating leverage of this company & understand that even if you would have entered in Jul 2025 when the stock already became 2.5x, you would have still made a 10x from the first buy price. #Cupid

[Rohit @rochsriv]

Electricity in this age is the invisible gold. For the first time in human history, we are manufacturing intelligence as a product - the AI, says Bloom Energy CEO KR Sridhar:
https://t.co/TxGlwoqEl9

[Rohit @rochsriv]

One of the small cap mutual fund we can study and track is TRUSTMF small cap fund. Personal view, not a recommendation.

[Rohit @rochsriv]

When smart phones and social media came up, the common belief was that people will get more connected, but ironically, people have actually become a lot more disconnected. Everyone seems so desperate to get into those empty moments of relentless scrolling - the "me time".

[Rohit @rochsriv]

Sterlite Technologies(STL) targets 25% revenue from data centers in the next 3 years as India's data center capacity is set to be 3x during this time. STL to provide fibre connectivity within and between data centers.
#Sterlite #AI #DataCentre

[Rohit @rochsriv]

and some people are happily ignoring saying "AI is a bubble"....wake up!

[Rohit @rochsriv]

Data Centre capacity in India increased from 375 MW in 2020 to approx 1500 MW by 2025.
India's Ministry of Power projects an additional 26.3 GW (17 times current) electricity demand from data centres by 2031-32.
Global AI-optimised IaaS spending to reach $42.3 billion in 2026.

[Rohit @rochsriv]

Management clarified its 14-15% EBITDA margin target is a long-term 5-7 year goal, not near-term. Investors need to watch out on how quickly margins recover as DICE SaaS revenue kicks in from Q2 & whether they hit the 16-18 month positive cash flow target or not.

[Rohit @rochsriv]

#Zaggle Q1FY27 consolidated revenue up 28% YoY but EBITDA margin slipped to 8.2% due to acquisition costs & higher spend on development. Mgmt retains its FY27 consolidated revenue growth guidance of 40% (25% standalone) expecting to turn cash flow positive in 16-18 months.

[Rohit @rochsriv]

V2 Retail posed robust Q1FY27 Result:
Revenue up +58% YoY &d +25.% QoQ & PAT up +70% YoY &+139.07% QoQ - margin expansion YoY.
Strengthened their leadership team by key additions.

[Rohit @rochsriv]

Aditya Infotech(CP Plus) came with excellent execution in Q1FY27 : 89.5% YoY sales & 332% YoY PAT growth. Margin expansion and ROE & ROCE improvement.

[Rohit @rochsriv]

@MithunSarkari That's very helful Mithun, this is what actually matters to market - which businesses are actually improving and going up backed by execution & capex. Adding to it, HFCL raised revenue guidance from 20% to 40%, Shaily, Carborundum, INTERARCH, Capri Global, Yasho also raised.

[Rohit @rochsriv]

Time & Energy are the two most precious things we all must strive to preserve and use in the smartest possible ways.

[Rohit @rochsriv]

@MithunSarkari It can be optimized by removing the line "YoY quarterly profit growth > 20" because the last line will anyways take care of it. It might just help those lazy friends avoid one extra line 😉

[Rohit @rochsriv]

Never do anything just to be liked by someone...it's such a burden. Do it because you love to do it and because it has a positive impact both on you as well as on others/environment etc.