Top 10 stocks for me
TARIL
SKIPPER
DEEP INDUSTRIES
AURIONPRO SOLUTIONS
TECHNO ELECTRIC
V2 RETAIL
KALPATARU
ORIANA POWER
Ceinsys tech
INTERARCH/PENNAR/M&B
I mentioned both indo farm and stallion india that I have added them in my portfolio
See where they are now
I have been holding them from 1.5 month
And this time has been total blockbuster
I mentioned both indo farm and stallion india that I have added them in my portfolio
See where they are now
I have been holding them from 1.5 month
And this time has been total blockbuster
From the past 4-5 months i have stopped touching solar module. companies .
Solar epc that too bigger players 4-5k cr market cap or bigger are better than buying solar module companies as wherever you see companies are either planning or commissioning it
serious overcapacity risk
INDO FARM EQUIPMENTS BLOCKBUSTER GUIDANCE AND OUTLOOK IN TODAYS CONCALL .
FY 26 REVENUE GROWTH
30-35%
474 CR-490 CR WITH 13-14% EBITDA MARGINS
FY 27 REVENUE GUIDANCE 60% REVENUE GROWTH( AS THE NEW CAPACITY COMES ONLINE )
750-800 CRORES
WITH SUSTAINABLE EBITDA MARGINS
The markets are very choppy now and will require sheer patience.
Hold on to your convictions this shall too pass.
For the past 1-1.25 year
Markets have been testing patience
Fy 21- fy 24 was the golden era for action construction equipment.
Don't know when this type of growth will come again.
Till then expect no significant returns from it.
No company is good without growth irrespective of how much growth it has shown in the past.
Markets factors…
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