Shruti Agrawal

MBA and CFA L2 | Nifty, stocks and market news explained in plain language. #Trader #stocks #Options #Futures

[Shruti Agrawal @Shruti_Trader]

Rajesh Power Services, the annual report came out yesterday and is worth your time.

₹1,628 cr revenue (+52%),
₹138 cr profit
Order book ₹3,742 cr.

Trading at 10x. Looks obvious to buy.

Then I opened the cash flow statement.

The good:
→ Order book 2.3x revenue. Real visibility
→ Structural T&D cycle - RDSS, undergrounding, GIS, BESS
→ CRISIL upgraded to A- with Positive outlook
→ 43% ROE, 12% EBITDA margins held while scaling 52%
→ Promoters hold 72.7%. Serious skin in the game
→ Entered Odisha, won ₹865 cr of orders in Q1 alone

The concerns:
→ 3 years: ₹251 cr profit reported, ₹84 cr cash burned
→ FY26 operating cash flow: minus ₹41 cr
→ Every ₹100 of new sales ties up ₹34 of working capital. Returns ₹9 of profit
→ Two customers = 56% of revenue. Both state utilities
→ Suppliers are funding the growth. MSME dues went ₹5 cr → ₹87 cr

The key number nobody talks about: this business self-funds at ~20% growth. It grew 52%. That gap is exactly why cash went negative. Not a bad business. Just one where growing faster makes the cash problem worse, not better.
My fair valuation says ~₹760. It trades at ₹782.

So I'm waiting for H1 FY27.

Three things I want to see:
1. Operating cash flow turns positive
2. Retention money growing slower than revenue
3. MSME payables normalising

Two out of three and I'm a buyer at ₹850+ too. If not, I can see it going below ₹700.

Profit is an opinion. Cash is a fact.

Not investment advice. Do your own work.

#Nifty #Stockmarket

[Shruti Agrawal @Shruti_Trader]

@rameshsrivats Haha😂

[Shruti Agrawal @Shruti_Trader]

West Indies beat India by 6 wickets with 9 balls to spare while chasing 250!

Can you even imagine this?

Shai Hope what a player 🔥🔥

#INDvWI #Cricket

[Shruti Agrawal @Shruti_Trader]

Nifty IT fall continues tomorrow?

[First Squawk @FirstSquawk]

US SUSPENDS IMMIGRATION PROGRAM FOR COGNIZANT, INFOSYS, TATA

[Shruti Agrawal @Shruti_Trader]

Kal tak toh indirectly bol raha tha, aaj toh bhai ne directly naam hi le liya 😂
#Reliance #Jio #Nifty #Ambani

[Elon Musk @elonmusk]

Starlink is licensed in over 165 countries and has spent five years complying with every single law and requirement of the government of India, so why still no license?

Is Ambani the real boss of India?

[Shruti Agrawal @Shruti_Trader]

India Vix at 4 months high.
#Nifty hits fresh 52W low today.

[Shruti Agrawal @Shruti_Trader]

Nifty:
Khatam
Bye bye
Tata
Good bye
Gaya

[Shruti Agrawal @Shruti_Trader]

@seanbaint $8.15m

[Shruti Agrawal @Shruti_Trader]

How would the taxation work in this case? I also do freelancing independently, providing valuation and equity research services to clients based outside India. I receive payments from these overseas clients. Could you please explain how this income would be taxed in India and whether there are any GST or other compliance requirements for such foreign-client income?

[Shruti Agrawal @Shruti_Trader]

🇮🇳 ANOTHER GOLD FOR INDIA! 🥇

India beat Pakistan by 19 runs to clinch the Gold Medal at the Asian Games! 🏆🔥

What a performance! 🇮🇳💪

#AsianGames #India #GoldMedal #INDvsPAK #TeamIndia

[Shruti Agrawal @Shruti_Trader]

@Cric_Mukku Hahahaha 🤣🤣

[Shruti Agrawal @Shruti_Trader]

FIIs and FPIs may come and go 😂
#nifty #sensex #expiry

[Shruti Agrawal @Shruti_Trader]

@gottiddugottill 😂😂

[Shruti Agrawal @Shruti_Trader]

Crude at day's high
Nifty broke 22500
Nasdaq at all time high
What the hell is happening?

#sensex #expiry #Iran

[Shruti Agrawal @Shruti_Trader]

Sensex expiry tomorrow. Looks like expiry will be on 72,500 or below👀

#Sensex #Expiry #StockMarket #Nifty #IndianStockMarket

[Shruti Agrawal @Shruti_Trader]

Updated coupon code: SANQ #Vest @VestExchange

[Shruti Agrawal @Shruti_Trader]

My first payout from VEST. @VestExchange
#Perps #Props #Nifty #NASDAQ #NQ #CRUDE #IRAN
Purchase from this link https://t.co/G049aOyvXo
or use the code: HRTRADE to get maximum discount.

[Shruti Agrawal @Shruti_Trader]

Kaha jayenge yahi aayenge 😂
#Nifty #sensex

[CNBC-TV18 @CNBCTV18Live]

#FundFlow | FIIs Net Sell ₹9,980.22 Cr While DIIs Net Buy ₹6,952.71 Cr In Equities Today (Provisional)

[Shruti Agrawal @Shruti_Trader]

@AnkitPrjpti 😂😂

[Shruti Agrawal @Shruti_Trader]

@saikris33079946 Yes I know that. Oct fut day high was 23915. Gifty trading at 991 which is day's high.

[Shruti Agrawal @Shruti_Trader]

Gift Nifty at day's high 22991.
Nasdaq off day's low.
Cride down 3.5%
Something big is going to happen?
#sensex #iranwar

[Shruti Agrawal @Shruti_Trader]

@MarketBuilder5 Yes. And still falling.