Dabburi ✨Special 26✨

@DSR26S

Hyderabad Katılım Mayıs 2010

317 Takip Edilen651 Takipçiler

Dabburi ✨Special 26✨@DSR26S·1h

@snjpokale @SureshKBN Not bad / good okesh ...

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Sanjay pokale@snjpokale·1h

@SureshKBN How was results

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Suresh K@SureshKBN·1h

aeroflex I would set alerts at 21d ema and 10 w ema

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3.6K

Dabburi ✨Special 26✨@DSR26S·17h

For my study .....

Equity Insights Elite@EquityInsightss

Last 5 years have been extremely tough for the Chemical Sector De-stocking, weak demand, pricing pressure, global oversupply etc almost everything went against the sector Result - Many stocks are down 50-70% from their ATH There was clear exuberance in 2021, that excess has now been rationalised The easy China+1 narrative is already behind us. But niche specialty chemical players with differentiated products, contract manufacturing, CRAMS, pharma intermediates, fluorochemicals, electronic chemicals, battery materials etc can see a better cycle. So yes, the next 5 years can be much better than the last 5 years But unlike 2021, this will not be a blind rally in every chemical stock Do share which companies are worth studying at this point, which you think are sitting at an inflection point⏬

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Dabburi ✨Special 26✨@DSR26S·1d

Good read ...

Suresh K@SureshKBN

sales are not an issue for ofc .. dont over analyse ..just focus on margins , WC, DEBT.. so focus on execution if I read it correctly OFC are at same level of transformers 3-4 years ago .. STLTECH - 100 - 290 hfcl - 69 - 110 in just last 3 months

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Dabburi ✨Special 26✨@DSR26S·1d

Good one, try to understand.

Suresh K@SureshKBN

how kirlpnu connected to coal gasification FY28-FY30

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Dabburi ✨Special 26✨@DSR26S·2d

Worth knowing ....

Rohan Tantia@rohantantia

India’s Data Center Supercycle - Full Value Chain Play!! 👉This isn’t just about data centres - it’s a ₹10L Cr+ capex cycle across 10 layers 👉AI → Data Centres → Power → Grid → Equipment → Cooling → Cables → Connectivity → Compute → Software 👉This is not one sector - it’s a multi-layer industrial + tech supercycle 👉Follow the value chain, not just data centre operators → The real winners are spread across infra, manufacturing & tech 👉Follow @rohantantia for more deep dives!! Bookmark it for future reference!! 👉Checkout the below quoted tweet for each layer deep dive Disclaimer: Do not consider it as a buy/sell recommendation, just for information!! Do your own due diligence. #StocksToWatch #StocksInFocus #StockMarketIndia @DhawalDoshi5 @vishan_29 @TrendSpark420 @Anvith_ @Dynamicinvstr @Prabinmen

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Dabburi ✨Special 26✨@DSR26S·3d

@parksmarthq : Do you bother the accounting frauds that your employees are doing ? Its high time for you to look into the accounting frauds and the sufferings customers are facing. All illogical practices and pathatetic explnations. @iamvishvasharma your attention appreciated.

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Dabburi ✨Special 26✨@DSR26S·3d

@Parksmart : You really worry about the Accounting Frauds that your employees are doing ? I am one of the victims of your employee's accounting frauds. They collected money n giving cooked up stories about the accounts and the quality of the work. Its a shame on you.

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Dabburi ✨Special 26✨@DSR26S·3d

Good info.

Shreenidhi P@nid_rockz

Covering few high growth companies concall highlights that were conducted over over the last 3 days #Q4FY26 #UshaMartin #RRKabel #KajariaCeramics #Emmvee #Acutaas Usha Martin #UshaMartin Q4FY26 was a historic quarter with big margin expansion Highest ever revenue, EBITDA, PBT and PAT in comps history Highest ever margins At 21.6% vs 15.6%⏫600bps Value added mix improving Should continue similar momentum for FY27 Margins are structurally changing to higher range/bands Confident to maintain high margin levels Increased OPM guidance from 18-19% to 20%+ going forward Debt reduced from 337cr to 145cr Steep reduction 457cr FCF generation Rope capacity utilization at 75% Wires at 78% Guides to do 12-14% volume growth for FY27 with better margins RR Kabel #RRKabel Historic quarter Highest ever revenue, EBITDA, PBT and PAT in comps history Rev and EBITDA ⏫35%+ 10% volume growth for Q4FY26 16% volume growth for FY26 FY27 volume growth target of 16-18% for wores and cables segment 100 bps margin improvement guidance annually for next 2 years Targetting 10.5% OPM in FY28 1200cr capex between FY26-28 16-18% volume growth guidance is too good given the kind of geopolitical challenges that's prevailing at present Kajaria ceramics #Kajaria #KajariaCeramics 11% volume growth in Q4FY26 Volume growth after so many trpid quarters Margins expand exponentially Expects margins to remain in higher range vs last 8 qtrs OPM at 19% vs 10% PAT at 156cr⏫266% WC days improved by 14 days to reach 51 days Better inventory management Approved capex for Srikalahasti facility To increase annual production by 10 million sq mts Strong demand momentum witnessed since Jan 2026 Saw good traction even for April Gas price related challenges Some regions seeing 12-17% hikes Guidance to outperform industry growth for FY27 OPM expected to stay at 17-18% range 300cr buyback at 1380/share approved Emmvee Photovoltaic Power #Emmvee Highest ever revenue, EBITDA, PBT and PAT in comps history Holds on to 33% OPM 100% TopCON 10.3 GW module capacity 9.4 GW orderbook 16.3 GW module and 8.9 GW cell capacity by FY28 De-leveraged well through 1621cr debt reduction Acutaas Chemicals #Acutaas Previously,Ami Organics Highest ever revenue, EBITDA, PBT and PAT in comps history Rev⏫40% at 433cr PAT ⏫114% at 134cr OPM at 42% vs 28% OCF ⏫147% at 292cr Confident to deliver 25%+ topline for FY27 over FY26 CDMO: 1000cr rev guidance by FY28 Net cash balance sheet WC increased slightly from 114 days to 120 days

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Dabburi ✨Special 26✨@DSR26S·3d

Good Info

Sector Research 🩵@SECTOR_RES0123

Growth Triggers 👇 🔹#TDPower – Data center/export-led generator demand; OB ₹1,845 Cr; new plant + strong FY27 visibility 🔹#QualityPower – Grid capex + HVDC push; Sangli expansion (₹1,500 Cr potential) + JV scale-up 🔹#ShilcharTech – Renewable transformer demand; full utilization + expansion by FY27 🔹#MTAR – AI/data center fuel cells + nuclear/defense; OB ₹2,395 Cr, strong order momentum 🔹#Kaynes – EMS + semiconductor play; OB ₹9,072 Cr; OSAT ramp underway 🔹#Netweb – AI/HPC boom; strong strategic orders + 30–40% growth visibility 🔹#ZenTech – Defense indigenization; anti-drone + simulators; OB ₹1,427 Cr 🔹#DataPatterns – Radar/EW systems; OB ₹1,868 Cr + strong pipeline 🔹#PTCIndustries – Aerospace/defense alloys; global tie-ups (Blue Origin, Honeywell) 🔹#E2ENetworks – GPU cloud/AI infra; hyper growth + high margins 🔹#InoxIndia – LNG/cryogenic exports; diversified global demand 🔹#FrontierSprings – Railways capex play; strong order visibility + capacity ramp