Ronit Kumar Swain

Stock Market Enthusiast | Long-Term Investor | Sr. Mechanical Engineer | 11+ yrs prof experience in semiconductor fabs, data centers, pharma & metro project.

[Ronit Kumar Swain @ronit_swain]

@stocksbyrishabh Oriana power 😀

[Ronit Kumar Swain @ronit_swain]

10/ Management guidance: 18-20% revenue growth for FY27, order inflow run-rate of ₹450-500cr/quarter.

Not investment advice — DYOR. #Q4FY26 #INOXINDIA #ConcallSummary

[Ronit Kumar Swain @ronit_swain]

Thread: $INOXINDIA Q4/FY26 Concall Breakdown 🧵

1/ INOX India Q4 & FY26 results are in. Strong headline numbers but some cash flow questions worth flagging. Here's the breakdown 👇

[Ronit Kumar Swain @ronit_swain]

9/ Bottom line: Strong topline/order book momentum, real capability moat (LNG, cryo-scientific, aerospace), but cash conversion is the thing to track closely as the project-mix shifts higher

[Ronit Kumar Swain @ronit_swain]

@vandit_jain1994 I'm doing the same. Holding a losing stock is a waste of time. The challenge is that by the time you realize it's a bad stock, you're already late. So it's always better to exit as soon as you get even a small hint that something isn't right.

[Ronit Kumar Swain @ronit_swain]

📞 Concall Analysis & Management Insights https://t.co/yyz53EhQzJ via @YouTube

[Ronit Kumar Swain @ronit_swain]

😱Biggest Myth In Investing? “Buy & Hold Forever 🤯” https://t.co/t044ig3LSR via @YouTube

[Ronit Kumar Swain @ronit_swain]

US Treasury 5% ⚠️ Market Crash Ya Opportunity? https://t.co/kPEXRb5QNB via @YouTube

[Ronit Kumar Swain @ronit_swain]

5 Hidden Stocks That Can Outperform the Market 🚀 https://t.co/PXZwr2LNVB via @YouTube

[Ronit Kumar Swain @ronit_swain]

AI Demand = Big Money? 💰 | Why Data Centers & Liquid Cooling Stocks Will... https://t.co/lyW671Bn7D via @YouTube

[Ronit Kumar Swain @ronit_swain]

Stop Losing Money! 🚨 Stock Market DO’s & DON’Ts | My Biggest Mistakes 😱 https://t.co/nTZlOyoI4W via @YouTube

[Ronit Kumar Swain @ronit_swain]

If it slips again-credibility takes a serious hit. 🔔
Manage expectations. Track the deal/concall. Everything else is noise.

[Ronit Kumar Swain @ronit_swain]

ORIANA FY26 Results 🧵

Revenue doubled. PAT up 59%. But the real story is what didn't happen.
Let's break it down 👇

[Ronit Kumar Swain @ronit_swain]

Conclusion-2:-Mgmt blamed regulatory delays. No specific timeline. No specific approvals named. That's not a small miss-that's the headline number missing.Q1 FY27 is now the most important quarter in Oriana's listed history.If Actis closes -strong bounce.