Sanjay Kumar Sharma

Cruising along lifelong learning about business & stocks. MBA MDI Gurgaon FRM. Energy Soldier.Designing Offshore Platforms. More you learn More you earn.

[Akshat Jain, CFA @akshat96jain]

@chandunair @PARTHIV_TRACOM @suru27 @ishmohit1 @soicfinance @sanjaylangval @ithoughtpms @kanodiaankit12 @ZenNivesh @SivaInvestor @SINCERESYNDICAT @josinsunny @shyamsek @threadreaderapp https://t.co/oVxgCA2GjA

[The Shift Journal @TheShiftJournal]

I've never heard anyone explain how to manifest anything in your life like this before… 🤯

Listen

[Kaypius @realkaypius]

Serendipitous moment when Cobra Leader RS Shekhawat meets dad, grey shark & former CNS Adm VS Shekhawat, & VAdm IC Rao after a 70 yrs course GTG at the same airport where Ranvir started his flying career! ⚓️

A ⁦⁦Dabolim⁩ R-V fm ⁦⁦⁦⁦⁦⁦@IndiGo6E⁩ ❤️

[Muscle Blueprint - Fitness | Health | Abs @MuscleB1ueprint]

1 min. Before going to bed to feel 10 years younger

[S.P @MyOfficial_X]

बहोत काम की बात। देखिए.
फोन रिपेयरिंग में देने से पहले
ये सेटिंग जरूर कर लें।📱📲

[Boring_Business @BoringBiz_]

This 2011 lecture from Jensen Huang at Stanford University will teach you more about business than a 2 year MBA

[Sculpt Her Body - ABS | GLUTE | YOGA @sculptherbody]

Deep Squat routine & Flexible Back routine 🔥💯👇

[hinata @HinataMotivates]

NVIDIA CEO Jensen Huang breaks down the five layers of AI.

[Sanjay Kumar Sharma @sksharmaongc]

All 3 growth levers i.e. revenue growth, margin expansions and valuation multiples are at play in #stallionindia ...turnaround in operating cash flow after WC change and a positive number of 29 cr is icing on the cake and is no more a concern.. on fire
https://t.co/Gp0ZirOgy8

[Tar ⚡ @itsTarH]

Near Term, Medium Term & Long Term Earning Triggers for Stallion India ⤵️

[Sanjay Kumar Sharma @sksharmaongc]

#stallionindia 40% in a week and 100% in a month ...price action is indicating at the good time the business is about to enter...from blender to manufacturer ...journey from micro to small cap and then mid cap has just began...
https://t.co/1dIfADd8Lb

[Sanjay Kumar Sharma @sksharmaongc]

when mangement intention is to grow so fast that today's topline becomes a bottomline 5 years down the line...#multibagger in making #stallionindia management must do walk the talk
https://t.co/lfIKmPzZgH

[Sanjay Kumar Sharma @sksharmaongc]

when mangement intention is to grow so fast that today's topline becomes a bottomline 5 years down the line...#multibagger in making #stallionindia management must do walk the talk
https://t.co/lfIKmPzZgH

[Investors Compass @selvaprathee]

Stallion India Fluorochemicals – Entering its Decade of Rerating | Targets ₹2,500 Cr topline by FY30

- Stallion is not just a packager anymore.
- With integration, specialty gas expansion & faster execution, it’s positioning for a structural rerating.
- Here’s the breakdown

1️⃣ The Transformation
▪️Moving from blending → full molecule manufacturing (R-32 plant, mid-2026).
▪️Expanding into specialty gases – semiconductors, solar, fiber optics, data centers.
▪️Already a first-mover in HFOs (with Honeywell partnership).

2️⃣ Margin Expansion Story
▪️Current PAT margin ~10%.
▪️Post-integration: 17–18% PAT margin.
▪️Manufacturing margins ~24%.
▪️Specialty gases ~18–20%.
➡️ Clear rerating path as profitability almost doubles.

3️⃣ Multi-Year Growth Runway
▪️Guidance: 30-35% CAGR revenue for 3 yrs.
▪️Each new site adds ₹100-135 Cr revenue.
▪️R-32 plant: ₹135 Cr (5k MT) → ₹270 Cr (10k MT).
▪️Ambition: ₹2,500 Cr topline by FY30.

4️⃣ Execution Edge
▪️Projects delivered 50% faster than peers.
▪️₹100 Cr inventory kept as a hedge for supply & pricing cycles.
▪️Negative OCF driven by inventory build strategic, not structural, but cash flow discipline maintained.

5️⃣ Risks to Track
▪️China dependency (85% global fluorochemicals still controlled).
▪️Monsoon-induced delays in project rollout.
▪️Regulatory volatility in fluorochemicals.

6️⃣ Investor Compass View
Triggers
▪️R-32 plant commissioning (mid-2026).
▪️Specialty gases ramp-up (semiconductors, solar, data centers).
▪️PAT margin expansion from 10% → 18%.

Watchpoints
▪️Timely commissioning of Bhilwara, Khalapur, Mambattu.
▪️Speed of capacity ramp-up.
▪️Sustaining cash flow discipline.

➡️ Stallion is entering its decade of rerating, integration + specialty focus + execution edge could structurally reprice the business in FY26-FY30.

No Buy/Sell recommendation
#StocksInFocus #StocksToWatch #stallionsindia #Stallion #SEMICONDUCTOR

[Eduinvesting.in🇮🇳 @eduinvestingin]

Stallion India Fluorochemicals Q1 FY26 Concall Decoded: “Cool Gases, Hot Ambitions” — 1. Opening Hook While the world was busy sweating over US tariffs and a border flare-up with Pakistan, Stallion calmly puffed out 50% YoY revenue growth. That’s… https://t.co/3a3nBqCOI9

[Sekhar @LearningEleven]

IAS Summit Day 1

Aditya Khemka - Indraprastha Medical

Arvind Kothari - Vinyas Innovative and Centum Electronics

Ishmohit Arora - Entero Healthcare

Niteen Dharmawat - Bank of India

Sahil Bhadviya - Medi Assist Healthcare

Saurabh Kumar - PNGS Gargi Fashion

Prakash Diwan - Sundrop Brands

@ias_summit

[Ra_Bies 3.0 @Ra_Bies]

Brilliant. Bit long but you’d love this serious satire on language issue

[Dan Go @CoachDanGo]

If you want to create a strong lower back, read this:

[Sanjay Kumar Sharma @sksharmaongc]

@raghavwadhwa No stock exchange notification for the same from neuland management ....is it authentic news and if yes, then what is the source ?

[FORTUNE @FortuneMagazine]

Diabetes and obesity are increasingly looking like the tip of the semaglutide iceberg. https://t.co/frr0shuXf2

[Sanjay Kumar Sharma @sksharmaongc]

@Iamsamirarora @iancassel long term bets need not be always be bad in short term ...in fact most good long term bets are good in the short term too ...

[Sanjay Kumar Sharma @sksharmaongc]

#neulandlabs what a move ...from 3 digit to 5 digit in just 4 years flat....