RK

Market Learner

[RK @YednapS]

#investing

[RedboxGlobal India @REDBOXINDIA]

FII/DII Activity

[Grammar 📚 of Investing🪴 @Abhi4Research]

#Refex

Given appx 20000 % returns in last 5-6 years.
& appx 800 % returns in last 2-3 years. Currently trading around life time highs.

Already given bonus/split.

#Conviction🙏

Every mentioned stocks can't give multibaggers returns.

But,
Yes,
Few stocks can be game changer in such a way that you dnt need to worry about few non-performing stocks. ✍️

[VLUXE Investments @vluxeinvests]

🚢 GRSE Becomes L1 for ₹25,000+ Cr Navy Corvette Project

👉🏻 Emerges lowest bidder (L1) for 5 of 8 Next-Gen Corvettes under Indian Navy NGC Project
👉🏻 Bid opened by Ministry of Defence on May 21
👉🏻 Project value likely to exceed ₹25,000 Cr

#GRSE #Defence #IndianNavy #Corvette #MakeInIndia #L1Bid #MoD #Shipbuilding

[Dr Prashant Mishra @drprashantmish6]

Interesting - shift of manufacturing supply chain to India .

[RK @YednapS]

What Next??
#niftycrash
#Nifty50
#nifty

[RK @YednapS]

is 22200 coming????
#Nifty50 #niftycrash

[RK @YednapS]

is 22200 coming????
#Nifty50 #niftycrash

[microcap investors @ShridhantS]

Defence&Marins+ Vassel traffic management system+ DC = ???

#Marine electric limited 🤔

Future outlook;-

The company aims to expand IPM for navy , naval battery & battery mangement system

• company plans to secure a service contract for weapon system

Credit - trade brain

[VLUXE Investments @vluxeinvests]

🌟 Waaree Renewable Technologies Secures ₹1233.5 Crore Solar PV Order 🌟

Order Details:
🔹Capacity: 2012.47 MWp DC
🔹Value: ₹1233.48 crore
🔹Type: Ground-mounted Solar PV project
🔹Awarding Entity: Domestic Renewable Energy Company
🔹Execution Timeline: To be mutually decided.

#RenewableEnergy #SolarPower #GreenEnergy #WaareeRenewables

[Value Educator @ValueEducator]

#Emerald Finance Limited

Emerald Finance has approved a preferential issue of up to 10,00,000 equity shares at ₹100 each, including a ₹90 premium, totaling ₹10 Cr.

#EmeraldFinance #EquityIssue

[microcap investors @ShridhantS]

Fund rising coming

[RK @YednapS]

#Kernex

Kernex Microsystems (India) Limited secured a ₹4.35 crore order from Rail Coach Factory, Kapurthala for the Supply, Installation, Testing, and Commissioning of Train Collision Avoidance System (KAVACH) for their train set.

[Raghav Wadhwa @raghavwadhwa]

☀️Mainboard IPO Alert: Waaree Energies Ltd

☀️ Largest Solar Module Player in India with 12 GW Capacity

Detailed Company Analysis🧵👇

[Ayodhya Darshan @ShriAyodhya_]

🔸बरसाना की सच्ची घटना🔸

🔹अवश्य पढ़ें🔹

रमा नाम की एक स्त्री थी जो किसी गांव में रहती थी..

5-6 बरस उसकी शादी को हो गए थे लेकिन अभी तक कोई संतान नहीं थी।

एक बार श्री राधा ��ष्टमी का उत्सव आया.. गांव की औरतें बरसाना जा रही थी..

औरतों ने कहा तुम भी बरसाना चलो.. राधा रानी बड़ी दयालु है.. तुम्हारी गोद जरूर भरेगी।

वह कभी सात आठ दिन अपने घर से बाहर नहीं रही थी.. उसके पति और सास ने भी उसे जाने की आज्ञा दे दी।

[Sovrenn @sovrennofficial]

🌎Provides GEOSPATIAL & MOBILITY Solutions🚗

This COMPANY has an ORDERBOOK of more than Rs. 1000 Cr😯🔥

A thread...🧵

[RK @YednapS]

@vipinku55455414 Vipin Bhai mast aap kaise hai

[Equity Insights Elite @EquityInsightss]

SG Mart - Arihant Notes 🟢

Bharat Connect Conference - Rising Stars

Guidance: 50+ % CAGR🔥
- FY25 REV: ₹7,000-8,000 Cr (1.2 Mn tons of steel)
- FY26 REV: ₹12,000 Cr (2-2.5 Mn tons)
- FY27 REV: ₹18,000 Cr (3.5-4 Mn tons)
- FY30 REV: ₹50,000 Cr (7-8 Mn tons)

EBITDA Margins: 2-2.5%
ROC : 35 %

Aims To capture India’s steel trading sector, which is only 1% digitalized & 80% fragmented

3 Business Models

1. B2B Trading

Procures long & flat steel products directly from producers (e.g., JSW, Tata Steel) and distributes them in the market

- EBITDA Margins: 1.5-2%
- Working Capital: Up to 10 days
- Inventory Turnover: 20-25 times
- ROC: 30-40%

2. B2B Processed Steel Trading via Service Centers

Builds a network of service centers where upstream steel is processed and then sold to user industries such as auto, construction, and consumer durables.

- EBITDA Margins: 4-5%
- Working Capital: 15-25 days

Current Operations:
- Operates 2 service centers in Ghaziabad and Bangalore, processing 10,000-15,000 tons of steel.
- Expansion plan to establish 101 service centers by FY30 (99 in India, 2 overseas).
- 12 service centers are expected to be operational this year, focusing on tier 2 and tier 3 cities.
- 3 centers are already opened and 2 are fully operational.
- 3 more are scheduled to launch in the next 2 months.
- Aims to add 15-20 new centers every year.
- Capex per Service Center: ₹20-25 Cr
- Working Capital Requirement: ₹10-15 Cr

3. B2C Trading

Products like rebars and light structures are sold as a branded segment.

- Target Market: Fragmented dealer network
- EBITDA Margins: 2.5%
- Working Capital: 20-25 days
- Capex: Limited, as service centers will act as warehouses.

- Total Cost to Set Up 100 Service Centers: ₹2,500 Cr
- Working Capital Days: 20
- Total Capital Requirement: ₹5,000 Cr
- EBITDA Margins: 2.5%
- Funded to Achieve Total Turnover: ₹50,000 Cr by FY30

SG Mart acts as an intermediary between the manufacturer and the wholesaler.

It has the power to buy in bulk and offer the same product at a much lower cost than what the trader would typically get from the manufacturer.

With low working capital requirements, it churns 15-20 times a year, operates with zero creditors & zero debtors, maintaining a 35% ROC.

Execution is what needs to be monitored

#SGMART #sgmart

[Dr Vijay Malik @drvijaymalik]

Varanium Cloud Ltd: How Retail Investors Can Avoid Such Traps

In-depth analysis of Varanium Cloud Ltd to find red flags that could have helped retail investors avoid this outright fraud
https://t.co/QknYJnZg0K
.

[NIBE Limited @Nibe_Limited]

NSPL to launch India's 1st private satellite constellation with high-resolution imagery to reduce reliance on foreign satellites and meet national security needs. Partnering with TAS, NSPL is poised to accelerate local innovation and strengthen India's defence-space sector.
#NSPL

[Mohittt @MohitKarode1]

🚨 𝗧𝗵𝗶𝘀 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗖𝗿𝗮𝗻𝗲 𝗥𝗲𝗻𝘁𝗮𝗹 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗶𝘀 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗜𝗡𝗥 𝟮𝟲.𝟴 𝗖𝗿!
What’s Next? 🧐

Information credit: https://t.co/ROonjHCHRF

A thread 🧵

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