Soummya Jha, ACCA

Bio: ACCA Member
📊 In-depth analysis of Indian stocks |
🔍 Forecasting valuations & market trends |
💼 Data-driven insights for smarter investing |

[Soummya Jha, ACCA @StockerHolmes]

#Concord control systems #cncrd

Won new order!

Order size: 280 cr
Order Duration: 12 months
Total orde book: ~ 1000 cr

Last year revenue: 210 cr

🎇 Company has golden period ahead!

#kavach #railway #sme #stocks

[Soummya Jha, ACCA @StockerHolmes]

@TVMohandasPai @narendramodi @nsitharaman @Finmin @sanjeevsanyal @NITIAyog @APanagariya U turn in less than 48 hrs or fake news

https://t.co/O6jejZ9uEQ

[Soummya Jha, ACCA @StockerHolmes]

9/The next global competition will be driven increasingly by:

• manufacturing resilience
• supply chain control
• currency positioning
• industrial capacity

The current macro setup favors local manufacturing.

Can Indian industry move fast enough to capitalize on it?

[Soummya Jha, ACCA @StockerHolmes]

One of the biggest underappreciated macro shifts happening right now is the Yuan vs INR movement.

And it could become a turning point for Indian manufacturing.

A thread 🧵

[Soummya Jha, ACCA @StockerHolmes]

8/ If India capitalizes on this opportunity, the next decade could bring stronger supply chains, reduced import dependence, higher exports, and manufacturing-driven growth.

This is bigger than a currency story — it is an industrial shift.

[Soummya Jha, ACCA @StockerHolmes]

#PM Commentary was on oil,gold & foreign travel broadly.

Yet jewellery stocks crashed 8-10% while most related sectors fell just 1-3%.

Also, a sharp gold duty hike risks boosting black market activity and hurting both customs & GST collections.

Feels more like panic selling

[Soummya Jha, ACCA @StockerHolmes]

Notes from the recent concall of Menon Bearings Limited:

organised by @ArihantCapital

Business structure
• 3 segments – engine bearings & bushes, aluminium die casting (Menon Alkop) and friction materials (Menon Brakes).

Exports
• Currently ~34–35% of revenue.
• Management indicated this could move towards ~40% over the next couple of years.

Growth outlook
• FY28 revenue target mentioned at ~₹500 Cr.
• Growth expected across all three divisions.

Raw material
• Aluminium moved roughly from ~₹200/kg to ~₹240–250/kg recently; copper also saw sharp moves.
• Most OEM contracts have pass-through clauses, though typically with a lag.

Product mix
• Aluminium division focused on higher value-added components.
• Management cited realizations of ~₹750/kg vs industry averages of ~₹350–400.

Capacity
• Bearings utilization ~85%
• Aluminium ~65%
• Major capex largely completed over the last two years.

New opportunities
• Railway brake opportunity under evaluation once dynamometer testing facility is operational.

[Soummya Jha, ACCA @StockerHolmes]

Today's opening of #bse , #nseindia was weird.
For many stocks opening prices were significantly different.

Looking at volumes, some big fund may have sold in bse instead of nse and a lot algos came in action seeing price difference.

#waropportunity

[Soummya Jha, ACCA @StockerHolmes]

https://t.co/jbDCh1wPYE

[Soummya Jha, ACCA @StockerHolmes]

https://t.co/jbDCh1wPYE

[Soummya Jha, ACCA @StockerHolmes]

Another #Kavach order received by #concordcontrol

#concord #cncrd #kavach4.0
#railway

[Soummya Jha, ACCA @StockerHolmes]

@_prashantnair

[Nigel D'Souza @Nigel__DSouza]

Which nations dominate the global gold reserves leaderboard?

https://t.co/MKz12D1pvq