Sanjay Gupta

[Advait Arora @WealthEnrich]

Not every stock near its 52-week high is expensive.
Check these 18 #stocks Near Their 52-Week Highs...
Backed by Strong Fundamentals
Growth +
Quality +
Reasonable Valuations
Businesses still growing while the market continues to reward them.
#StocksToWatch

[CA Himank Singla @CAHimankSingla]

Refer this to know about ICDS VII Valuation Challenge for Share Traders (PGBP Income)

https://t.co/Kb6xwKR93N

[CA Himank Singla @CAHimankSingla]

Many professionals may have missed this.

A new Business/Profession Code 21011 - OTHER SERVICES - Buying and Selling of Shares has been added in the Income Tax Return business code list.

Taxpayers engaged in the business of share trading can now opt for this specific code instead of a generic classification.

Personal Note: Despite this new code, I generally do not disclose buying and selling of listed shares under Profits & Gains from Business or Profession (PGBP).

One of the key reasons is ICDS-VIII relating to securities. It requires valuation of closing stock security-wise (in aggregate) at cost or net realizable value. In practice, obtaining the actual acquisition cost of the closing holdings from broker statements is often difficult. [Refer Detailed Thread in comments]

[CA Himank Singla @CAHimankSingla]

14/
This is one of the least understood but most dangerous mismatches in trader tax returns.

📌 Whether you’re a CA, trader, or advisor, please make sure you don’t fall into this silent trap.

🔁 RT to help others please 🙏🏻

📍Follow @CAHimankSingla & @CAHimansh_ for practical tax stories from real client cases.

[Fitness Hub2.0 @_fitnesshub]

Most people blame their mattress.

[Aditya Mittal @AdityaMittal795]

20 stocks with very bullish concalls which can double revenue in next 2-3 years:

🔹1. Bhagyanagar Industries (#BHAGYANGR): 25% revenue growth CAGR for next 3-4 years

🔹2. Frontier Springs (#FRONTSP): 30% revenue growth guidance in FY-27

🔹3. Enviro Infra Engineers (#EIEL): 35-40% revenue growth guidance in FY-27

🔹4. VA Tech Wabag (#WABAG): 20% revenue growth guidance in FY-27

🔹5. Tinna Rubber (#TINNARUBR): 25% revenue growth guidance in FY-27

🔹6. Namo-Ewaste (#WABAG): 40-50% revenue growth guidance in FY-27

🔹7. Baheti Recycling (#BAHETI): 30% revenue growth guidance in FY-27

🔹8. Rossell Techsys (#ROSSTECH): 80-90% revenue growth in FY-27

🔹9. Supreme Power Equipments (#SUPREMEPWR): 50% revenue growth guidance in FY-27 and FY-28

🔹10. Transformers and Rectifiers India (#TARIL): 40% revenue growth CAGR for next 3 years

🔹11. Premier Energies (#PREMIERENE): 3-4x FY-26 revenue in next 3 years

🔹12. Airfloa Tech (#AIRFLOA): 50% revenue growth guidance in FY-27 and FY-28

🔹13. Stallion Fluorochemicals (#STALLION): 30-35% revenue growth guidance in FY-27

🔹14. Anand Rathi Wealth (#ANANDRATHI): 18% revenue growth guidance in FY-27

🔹15. Sky Gold and Diamonds(#SKYGOLD): 30-35% revenue growth guidance in FY-27

🔹16. Knowledge Marine (#KMEW): 30% revenue growth guidance in FY-27 and FY-28

🔹17. NPST (#NPST): 70% revenue growth CAGR for next 3 years

🔹18. Premier Explosives (#PREMEXPLN): 55-80% revenue growth guidance in FY-27

🔹19. Ratnaveer Precision (#RATNAVEER): 30% revenue growth guidance in FY-27

🔹20. Timex (#TIMEX): 30% revenue growth guidance in FY-27

Follow @AdityaMittal795 for more such posts and educational content.

[CuriousInvestor @arc1471]

Why am I holding Lloyds Engineering? Study the man behind it

B. Prabhakaran started in 1993 with one excavator. Today he runs India's largest private MDO + Lloyds Metals.
His track record:

Revived a defunct Surjagarh plant → one of India's largest iron ore ops
Industrialized Gadchiroli, a Naxal-hit district → 55 MT+ ore, 280 km slurry pipelines
So impactful that Shri Nitin Gadkari & Shri Devendra Fadnavis publicly credit him for transforming Vidarbha

Now connect the dots:
His block deal entry into Lloyds Engineering. The SISCOL acquisition. Madhu Kela's swap into the story.

The same man who built a steel ecosystem from zero is now building the engineering arm around it.

Execution isn't a promise here. It's a 30-year pattern.

[🚨Indian Gems @IndianGems_]

"In Singapore, you can file your IT return in just 5 minutes. There’s no tax on capital gains, FD or property sales. This is the real ease of doing business unlike India."

— Samir Arora, CEO Helios Capital

[Prem Soni @ValueWithPrem]

Dear @Airtel_Presence,

I pay for a 300 Mbps Airtel Fiber plan but am barely getting 87 Mbps.

I raised a complaint, and the service engineer said: "Speed, itni hi ayegi. Jo karna hai kar lo. 121 me call karlo."

I feel scammed.

[Neha Gupta - SEBI RA @nehaandaaz]

59 HIGH-QUALITY SMALL-CAP STOCKS TO TRACK

▪ KRN Heat Exchanger – Beneficiary of industrial and HVAC expansion.
▪ Quality Power – Power transmission equipment player with export focus.
▪ Vintage Coffee – Specialty coffee exporter targeting premium markets.
▪ Apollo Micro Systems – Defence electronics and aerospace solutions provider.
▪ Astra Microwave – Key supplier of RF systems for defence programs.
▪ Krishna Defence – Growing exposure to defence and railway opportunities.
▪ Yatharth Hospital – Expanding healthcare footprint in North India.
▪ Syrma SGS Technology – Fast-growing EMS and electronics manufacturing company.
▪ Sigma Advanced Systems – Defence-focused engineering and technology player.
▪ Emmvee Photovoltaic – Solar module manufacturer benefiting from energy transition.
▪ Atlanta Electricals – Electrical equipment player with industrial exposure.
▪ Senores Pharmaceuticals – Export-oriented pharmaceutical formulations company.
▪ Powerica – Diesel and gas power solutions provider.
▪ Park Medi World – Emerging healthcare infrastructure business.
▪ Aye Finance – MSME-focused lender addressing underserved markets.
▪ Precision Wires India – Leading winding wire manufacturer for power applications.
▪ Universal Cables – Beneficiary of power transmission investments.
▪ Viviana Power Tech – Growing player in power infrastructure projects.
▪ Sansera Engineering – Precision engineering supplier to auto and aerospace sectors.
▪ Pricol – Auto component manufacturer with strong OEM relationships.
▪ V2 Retail – Value retail chain expanding across smaller cities.
▪ GMDC – Mining company benefiting from resource demand.
▪ Raymond Realty – Play on India’s residential real estate growth.
▪ Netweb Technologies – High-performance computing and AI infrastructure player.
▪ ACME Solar Holdings – Renewable energy platform with large growth pipeline.
▪ Modern Insulators – Insulator manufacturer serving power transmission networks.
▪ KSH International – Electrical equipment exporter with global presence.
▪ TD Power Systems – Generator manufacturer benefiting from capex cycle.
▪ Inox India – Cryogenic equipment leader serving industrial gas markets.
▪ Sedemac Mechatronics – Technology-driven auto components company.
▪ Aditya Vision – Consumer electronics retail expansion story.
▪ Bhagyanagar India – Copper products player linked to power demand.
▪ HBL Engineering – Defence, railway and battery technology exposure.
▪ Websol Energy System – Solar cell manufacturer benefiting from localization.
▪ KPI Green Energy – Renewable energy developer with strong execution.
▪ Interarch Building Products – Industrial building solutions provider.
▪ MBEL – Engineering and infrastructure execution company.
▪ Aeroflex Industries – Stainless steel flexible hose manufacturer with exports.
▪ Krishna Institute of Medical Sciences (KIMS) – Efficient hospital chain with expansion plans.
▪ Kernex Microsystems – Railway safety and signaling solutions provider.
▪ Power Mech Projects – EPC leader in power and infrastructure.
▪ Anand Rathi Wealth – Asset-light wealth management business.
▪ Shaily Engineering Plastics – Precision plastics exporter serving global clients.
▪ POCL – Specialty chemicals and lead recycling business.
▪ Tenneco Clean Air – Auto emission and exhaust solutions manufacturer.
▪ Sudeep Pharma – Niche pharmaceutical excipients manufacturer.
▪ Nephrocare Health Services – Specialized kidney care and dialysis provider.
▪ Om Power Transmission – Transmission infrastructure growth play.
▪ Ashapura Minechem – Industrial minerals exporter with global reach.
▪ GNG Electronics – Refurbished electronics and circular economy player.
▪ TruAlt Bioenergy – Biofuel and renewable energy opportunity.
▪ Belrise Industries – Auto components supplier benefiting from vehicle growth.
▪ Kwality Pharmaceuticals – Export-oriented pharmaceutical manufacturer.
▪ Beta Drugs – Oncology-focused pharmaceutical company.

[Ravisutanjani @Ravisutanjani]

🚨 PhonePe is Reportedly Charging ₹100 as 'Inactivity Maintainance Fee' For Inactive Wallets

This Will Be Deducted If User Has Not Made Any Transaction Through PhonePe Wallet in 365 Days

This is Absurd, Users are Criticising This Move

You Can Request Wallet Closure From App

[Equity Tiger India @Equity_Tiger_IN]

💡 𝗧𝗥𝗔𝗡𝗦𝗙𝗢𝗥𝗠𝗘𝗥 𝗦𝗧𝗢𝗖𝗞 𝗢𝗡 𝗥𝗜𝗦𝗘 🚀

🌟 Almost Debt Free
🌟 Strong Profit Growth
🌟 Strong Numbers + Strong Order Book

📣 𝗘𝗻𝘁𝗲𝗿𝗶𝗻𝗴 𝗡𝗲𝘅𝘁 𝗣𝗵𝗮𝘀𝗲 𝗢𝗳 𝗚𝗿𝗼𝘄𝘁𝗵 🔥📈

♻️ 100 Reposts to Reveal Analysis
⏰ Set Reminder of Today 8PM

[CuriousInvestor @arc1471]

India's Connected Steel Web

How four listed companies form one integrated industrial ecosystem — mining, steel, engineering and specialty alloys under a single network.

#LLOYDSENGINEERING
#LLOYDSMETALS
#LLOYDSENTERPRISE
#sunflag
#BHARATWIRES

Most investors analyse these companies separately.
The real story may be the emergence of one connected industrial ecosystem — spanning mining, steel, engineering, specialty alloys and downstream manufacturing.

[Market Rebellion @RebellioMarket]

America Is Trapped In This War —

And There Is No Way Out (Professor Jiang Analysis)

[Sumit Mehrotra @SumitResearch]

Msci Rebalancing Adjustment In last 30 Mins

Keep an Eye on These Stocks

[Second Order Equity @2orderequity]

Carraro India Ltd.📞 Q4 & FY26 Concall Summary #CARRARO

🟡 MANAGEMENT PROJECTION :
Management reiterated FY30 revenue target of 3,500-4,000 crores versus FY26 revenue of 2,255 crores, implying strong medium-term growth visibility. FY27 growth guidance remains cautiously positive at around 4-8% in the current geopolitical environment, though management said normal conditions could support 8-12% growth. EBITDA margins are expected to improve further from FY26 levels of 10.8%, with management confident margins will continue moving upward and not decline. Raw material localization is targeted to rise from current 78% to 86-88% over the next 2-3 years, supporting future margin expansion. FY27 capex guidance stands at around 130 crores focused on telescopic handler axles, transmission programs, and capacity expansion. The company also expects SOP for the Turkey higher horsepower transmission project during FY27 while the India transmission program is expected by FY28.
🔴 Red Alert :
Management remains cautious due to geopolitical uncertainty, volatile energy prices, freight disruptions, rising labor costs, and potential supply-chain instability especially linked to West Asia tensions. Construction equipment demand in India remains weak after industry volumes declined around 2% in FY26. Turkey agricultural markets are also showing renewed softness after initial recovery signs. Additionally, the company acknowledged short-term gross margin pressure in Q4 due to product mix changes and temporary cost inefficiencies to support customer demand spikes.

🟢 Green Alert :
Carraro delivered a strong FY26 with revenue rising 25% YoY to 2,255 crores while EBITDA surged 33% to 247 crores with margins improving to 10.8%. PAT jumped 48% YoY to 130 crores. Q4 performance was especially strong with revenue growing 37% YoY to 607 crores while EBITDA rose 45% to 71 crores and PAT surged 76% YoY. Export revenue grew 37% during FY26 while domestic revenue increased 19%. The company also significantly improved balance-sheet strength with debt-to-equity declining to just 0.27x while ROCE improved sharply to 29.2%. The biggest structural growth driver continues to be India’s accelerating transition toward four-wheel drive tractors, where market penetration has already increased from 20-22% to nearly 24% and could eventually reach 40-45% over the next few years.
🔵 Blue Alert :
Carraro is steadily transforming from a conventional driveline supplier into a broader advanced off-highway mobility and engineering platform spanning agricultural drivelines, construction equipment axles, high-horsepower transmissions, engineering services, and electric tractor transmission systems. The company is aggressively expanding capabilities in higher-horsepower platforms, export-oriented construction equipment axles, and future-ready electrification technologies. Engineering services are also emerging as a new growth vertical after securing a 17.5 crore electric transmission engineering agreement with Mantra Electric.

🧠 Deep Insight :
The biggest long-term opportunity for Carraro lies in India’s structural transition toward mechanized and technologically advanced farming equipment. The shift from two-wheel drive to four-wheel drive tractors is not cyclical but structural because modern farming increasingly requires higher efficiency, better traction, larger implements, and fuel savings. Management highlighted that developed markets already operate at nearly 95-98% four-wheel drive penetration, indicating India still remains at a very early stage of this transition. Carraro appears strongly positioned because it operates in the premium driveline ecosystem where technological complexity, localization capability, and OEM integration create meaningful entry barriers. Simultaneously, export growth in telescopic handlers, construction equipment, and higher-horsepower transmissions adds another long-duration growth vector. If localization improves toward 88%, transmission programs scale successfully, and India’s four-wheel drive penetration continues rising structurally, Carraro could sustain strong profitability and market expansion over the next several years.

[RedboxGlobal India @REDBOXINDIA]

CARRARO INDIA: CO EXPECT GEOPOLITICAL TENSIONS IMPACT FOR THE NEXT 1 - 2 QTRS - CNBC TV18