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Aavas Financiers Ltd Q4FY26 Results - Aavas Financier grew its loan book by15% on YOY to Rs. 2,34,517 Mn. AUM numbers are inline with the management guidance. Loan Book Mix: => Home loan: 65% => MSME: 22% => LAP: 13% State-wise AUM growth was driven by Rajasthan - 33%, Maharashtra-19%, Gujarat-12% and Madhya Pradesh-12%. Disbursement was up by 16% on YOY to Rs. 23,481 Mn and 36% on QOQ basis. Break-up: => Home loan: 57% => MSME: 32% => LAP: 11% The company has added 31 new branches in Q4FY26, which is above the guidance of 20-25 branches and taking the total count to 435 branches. Asset Quality Performance - GNPA: 1.05% vs 1.19% in Q3FY26 vs 1.08% in Q4FY25 NNPA: 0.68% vs 0.79% in Q3FY26 vs 0.73% in Q4FY25 1+DPD: 3.17% vs 3.80% in Q3FY26 vs 3.39% in Q4FY25 Credit cost has even come down to 0.13% vs 0.17% in Q4FY25. Management continue to maintain the credit cost guidance of <25 bps. Aavas Financiers asset quality is stable and has been improving in Q4 as well. Financial Performance - Interest income of the company grew by 12.9% to Rs. 6,120 Mn vs 5,419 Mn in Q4FY25 and 14.7% in FY26. Net Interest income was up by 17% in Q4 to Rs. 3,641 Mn vs 3,104 Mn in Q4FY25. Credit cost stood at Rs. 66.5 Mn vs Rs. 76.4 Mn in Q4FY25; -12.9% YOY. NIMs is 7.93% in FY26 vs 7.64% in FY25 Opex to Asset stood at 3.88% vs 3.44% in Q3FY26. Spread stood at 5.20% vs 4.4.89% in Q4FY25 PAT of the company grew by 18.2% on YOY to Rs. 1,816 Mn in Q4 from Rs. 1,536 Mn in Q4FY25. EPS also up by 18.3% to Rs. 22.8. ROE and ROA trend has been improving in this quarter as well though ROE is down by 18 bps in FY26. ROE: 14.67% vs 14.40% in Q4FY25 ROA: 3.50% vs 3.38% in Q4FY25 The company has posted inline results as per the management guidance however important will be commentary for FY27 whether the growth will come back or not. Valuation wise company is trading around 2.45x P/B value which is decent but let wait for the management concall. Follow @DhawalDoshi5 for more updates. @vishan_29 @Anvith_ @TrendSpark420 @Dynamicinvstr @InvestmentVeda @AshishMeher7

Coforge - Strong Growth Continues with Margin Stability !! 👉Coforge Limited delivered a solid performance for FY26, reflecting strong demand in IT services with stable execution. 👉FY26 Performance: 🔹Revenue: ₹164,759 Mn vs ₹122,380 Mn YoY → ↑ ~35% YoY growth 🔹PAT: ₹17,447 Mn vs ₹9,361 Mn YoY → ↑ ~86% YoY growth 👉Q4 FY26 Snapshot (QoQ & YoY): 1. Revenue: 🔹₹44,504 Mn vs ₹42,315 Mn QoQ → ↑ ~5% QoQ 🔹₹44,504 Mn vs ₹34,222 Mn YoY → ↑ ~29% YoY 2. Profit Before Tax (PBT): 🔹₹6,250 Mn vs ₹3,842 Mn QoQ → ↑ ~63% QoQ 🔹₹6,250 Mn vs ₹3,933 Mn YoY → ↑ ~59% YoY 👉Key Insight: 🔹Strong sequential + annual growth indicates robust deal wins and execution 🔹Margin stability despite scaling reflects operational efficiency 👉Big Picture: With continued traction in digital transformation, BFSI, and travel verticals, Coforge remains a strong play on global IT spending recovery + niche capability-led growth 👉Follow @rohantantia for more deep dives!! Bookmark it for future reference!! Disclaimer: Do not consider it as a buy/sell recommendation, just for information!! Do your own due diligence. #StocksToWatch #StocksInFocus #StockMarketIndia @DhawalDoshi5 @TrendSpark420 @stockmarket8058 @Dynamicinvstr

2 Ton Hitachi AC is the best investment

@SaffronChargers Life would be so awesome for celebrities if they contest and immediately become CM of a state and PM of a country 🤡

Actor Vijay contested elections in Tamil Nadu and won 108 out of 234 seats, becoming the largest party and is set to become the Chief Minister of Tamil Nadu. Now imagine - if Virat Kohli enters politics and decides to contest elections, which state would be best for him where he could win with a full majority and become CM?

Transformers - Voltamp margins severely affected. Cost of raw materials has increased due to rupee depreciation, ME conflict etc. Let's watch out Atlanta and Shilchar. Disclaimer: No reco. Only for educational purposes.

80% funds are not beating index in mid cap segment , in small cap there is a fund house risk for that slightly above returns even if it’s beat , considering expense ratio returns and the amount of risk index makes sense to me cause end of the day stock marker investing is about capital protection

@Dynamicinvstr @BaluGorade Basic index funds (in india as markets are still not matured)based on market caps are really poor selection as most large cap funds will beat nifty50 and almost all small cap funds beat smallcap 100,Though factor index funds can create good returns...

Sharing this again: Mutual funds were created because stock picking is tough. But now with: - 45 AMCs - 5 broad categories - 36 sub-categories - 2500+ schemes Even picking a mutual fund isn't easy anymore 😅

@BaluGorade It doesn’t matter in index the returns are identical small tracking error difference , where is quant , PGMI funds now they are hot once , mutual funds investing is not easy and buying famous funds will make it even more hard

@Dynamicinvstr Even there are so many index funds.

South West Pinnacle Exploration Ltd has just posted a record-breaking result for FY26, and the growth story is looking stronger than ever. 📊 The FY26 result: Revenue: ₹243 Crore (⬆️ 35% YoY) Profit After Tax (PAT): ₹33 Crore (⬆️ 101% YoY) Q4 Net Profit: ₹13.04 Crore 🔥 Key Highlights: Record Performance: This is the company's highest-ever annual revenue and profit. ✓Robust Order Book: Company has 700 Crore worth of orderbook which reflects future revenue visibility. ✓Sharp jump in PAT highlights improved operational efficiency. ✓Disclaimer: For informational purposes only. Not financial advice. Please do your own research before investing. #SouthWestPinnacle #StockMarketIndia #FY26Results #SmallCap #Mining #Investing #NSE @GajendraMaury14 @Pkjat340 @Anvith_ @ChartsByYogi @Dynamicinvstr @vini546 @vishan_29

@JoyfulGiri @BaluGorade 8 grams gold for marriage for women , that’s crazy considering how many qualified women for that scheme Would get married he will fail on it

@Dynamicinvstr @BaluGorade But that is only for brides right?

A film superstar stepping in as CM of Tamil Nadu. In India, making promises is easy. Delivering is hard. Running a state is not cinema, it needs real decisions and results. Can Vijay actually deliver?

BJP single agenda enter & conquer if you look at Andhra they are friendly with opposition ( Jagan) and friendly with there alliance ( NDA) they are playing dangerous game but with Modi face value it is covering

Power Grid Evolution: The 60% Localization Roadmap 🇮🇳 The Ministry of Power just set a phased timeline to cut import dependence in HVDC substations: 📍 2028 ➡️ 30% 📍 2030 ➡️ 40% 📍 2032 ➡️ 50% 📍 2035 ➡️ 60% With over 425,000 ckm of transmission lines and 900,000 MVA capacity, India is doubling down on domestic supply chain resilience. Huge for the manufacturing ecosystem! 🏗️🔋 Many power sector stocks will be in huge benefit due to this evolution . Can you give some stocks names which can be benefited? #Infrastructure #Investing #PowerGrid #IndiaGrowth #Stockmarket #Aatmnirbharbharat @DhawalDoshi5 @ABCI_Invest @Akash17971 @AnkitFinAlpha @anupkhamkar @Anvith_ @vishan_29 @Dynamicinvstr @n_stox @Marketinsightt

Atlanta Electricals - Note Investment Context => Transition phase: Capex → Utilisation-led growth => Strong tailwinds: Transmission capex + renewable integration => Key debate: Can growth + margins sustain post ramp-up ✅Key Monitorable for Q4FY26 1. Revenue & Execution ▪️Q4 revenue growth vs Q3 run rate (₹472 Cr base) ▪️FY26 growth vs management guidance (~40% YoY) ▪️Execution pace of ₹2,451 Cr order book Why It Matters Validates capacity ramp-up sustainability Indicates execution capability vs backlog Watch For: => Sequential growth sustains / mild moderation only => Sharp QoQ decline → execution bottlenecks 2. Capacity Utilisation (Most Critical Variable) ▪️Utilisation across: => Vadod facility (~1/3rd contribution currently) => Legacy plants => Atlanta Trafo ramp-up Why It Matters: Core driver of operating leverage Determines margin trajectory Watch For: => Rising utilisation → margin expansion continues => Underutilisation → margin dilution 3. Margins Sustainability ▪️EBITDA margin vs Q3 (19.4%) ▪️Gross margin trend ▪️Impact of Product mix and Commodity prices Why It Matters: Current margins driven by Scale and Higher kV mix Watch For: => EBITDA margin sustains in 18–20% range => Drop below ~17% → mix deterioration or inefficiency 4. Product Mix Shift (Structural Driver) ▪️Share of 220 kV segment (~45% currently) and entry into 400/765 kV (EHV) Why It Matters Higher kV = higher margin + lower competition Watch For: => Increasing EHV contribution => Reversion to lower kV mix 5. Order Inflows & Pipeline ▪️Q4 order intake vs ₹796 Cr in Q3 ▪️Management commentary on utility orders, renewable orders and export pipeline Additional Data Point ▪️Recent ₹190 Cr RVPN order indicates momentum Why It Matters Ensures growth visibility beyond FY26 Watch For: => Sustained ₹600–700 Cr quarterly inflow => Weak inflows → demand slowdown or competition 6. Approval Pipeline (Key Trigger) ▪️Power Grid approval status: Vadod plant ▪️Atlanta Trafo re-approval Why It Matters Unlocks large EHV orders Watch For: => Approval timeline clarity / approvals received => Delays → revenue deferral 7. Atlanta Trafo Integration ▪️Contribution to revenue ▪️Order inflow specific to EHV segment ▪️Capacity utilisation Why It Matters Critical for value chain upgrade Watch For: => Visible ramp-up + order wins in 400–765 kV => Slow integration → delayed return on capex 8. Working Capital & Balance Sheet ▪️Receivables (utilities exposure) ▪️Inventory build-up ▪️Debt/finance cost trend Why It Matters Growth phase can strain cash flows Watch For: => Stable working capital cycle => Stretching receivables → execution risk 🧭Management Commentary to listen - => FY27 growth outlook => Margin guidance => Capacity utilisation trajectory => Order inflow outlook Follow @DhawalDoshi5 for more updates. @vishan_29 @Anvith_ @Dynamicinvstr @InvestmentVeda @TrendSpark420

@ikamalhaasan @mkstalin At least congratulate the one who won , you have great acting skills but zero sense when it comes to dealing a situation

ஜனநாயக அரசியலில் தேர்தல் ஓர் அங்கம்தான். அருமை நண்பர், திராவிட முன்னேற்றக் கழகத்தின் தலைவர் திரு. @mkstalin அவர்கள் வெற்றியில் ஆர்ப்பரிப்பவரும் அல்ல. தோல்வியில் துவள்பவரும் அல்ல. மீண்டும் போராடுவார். மீண்டும் வெல்வார்.

You need to come as well 🤩

@Invest_AndGrow @BaluGorade Watch this movie as well

@BaluGorade Watch Jananayagan. Releasing soon 🤣🤣

Not a big fan of movies. I haven't watched a single film of Vijay. Given the craze, maybe it's time to watch a few.

@sunnythedoctor I’m from Godavari districts bro peak of caste issues 😅

@Dynamicinvstr Dynamics in ap completely different thammudu Ma intlo we r in politics from last 20 years Vijay caste antu evaru ana adigara I did not see one tweet tamil people asked about caste Christian Reddy Kapu Kamma Muslims we r divided Memu Peru adigithe ventaney thy will say caste

Evaru opukuna na chinaptnuchi nynu mega fan Prp is the big minus for Pawan Kalyan Still, there is a party amukunavadu antaru Despite all this Ysr Jagan CBN All strong figures he managed his position in AP Ap vs TN there is no comparison

Transrail Lighting Note - Investment Context Q3FY26 confirms: => Strong execution momentum => Stable margins despite scale => Robust order book (₹18,216 Cr incl. L1) 👉 Q4FY26 is critical: 1) Sustainability of growth trajectory 2)Order inflow conversion 3) Early benefits of capacity expansion ✅Key Monitorable for Q4FY26 1. Revenue Growth & Execution Momentum ▪️FY26 revenue growth vs guidance: ~27%+ YoY ▪️Q4 execution acceleration (post monsoon impact recovery) ▪️Segment-wise growth: Domestic vs International Why it Matters: Confirms execution capability vs order book visibility Signals readiness for FY27 scale-up Watch For: => Any execution delays in international projects => Bangladesh project progress (spillover risk) 2. Order Inflow Momentum ▪️FY26 order inflow vs guidance: ₹9,500–10,000 Cr+ ▪️Conversion of Rs. 3,483 Cr L1 pipeline ▪️Incremental wins (post Q3 already strong) - Rs. 7,980 Cr+ inflows achieved (Feb update) Why it Matters: Drives FY27–FY28 revenue visibility Validates demand strength in T&D cycle Watch For: => Large domestic EPC (PGCIL) orders => GCC/MENA expansion traction => Bid pipeline commentary (~₹15,000 Cr) 3. Order Book Quality & Mix ▪️Order book growth beyond ₹18,000 Cr ▪️Mix: Domestic vs International; T&D share (~90%) Why it Matters: Quality of order book determines Margins, working capital and execution risk Watch for: => Any shift toward low-margin geographies => Increase in complex/high-voltage (765kV/HVDC) projects 4. Margins & Profitability ▪️EBITDA margin sustainability: 12–13% band ▪️PAT margin trend (~6–7%) ▪️Impact of commodity costs and project mix Why it Matters: Confirms pricing discipline (quality bidding strategy) and validates integrated manufacturing advantage Watch for: => Margin dilution from aggressive bidding => One-off cost normalization (labor code impact seen in Q3) 5. Capacity Expansion & Utilization ▪️Ramp-up of Butibori greenfield plant and expanded tower capacity (84k → 172k MTPA) ▪️Contribution to execution in Q4 Why it Matters: Key drivers for future growth, margin expansion and large EPC bidding capability Watch for: => Utilization levels => Timeline for full ramp-up => Any capex overruns 6. Cash Flow & Working Capital ▪️Working capital days (~83 days currently) ▪️Cash flow from operations vs EBITDA ▪️Net debt trend (₹463 Cr currently) Why it Matters: EPC businesses often fail on cash conversion and Strong WC control = sustainable growth Watch for: => Increase in receivables (especially exports) => Retention money build-up 7. International Business & Geopolitical Risk ▪️Execution momentum in Africa / GCC / Bangladesh ▪️Receivables (Bangladesh ~₹488 Cr exposure) ▪️Management commentary on Middle East Why it Matters: Middle East tensions likely low impact on execution and higher risk to working capital & timeline Watch for: => Payment delays => Logistics disruptions => Tender delays in GCC 8. New Opportunities & Pipeline ▪️Addressable opportunity ₹1 lakh Cr+ pipeline (next 12 months) ▪️Entry into BESS (early-stage evaluation) and solar EPC scaling 🧭Management Commentary to listen - => FY27 growth outlook (20–25% guidance) => Order inflow outlook vs tender pipeline => Margin sustainability strategy => Capital allocation: Debt vs internal accruals => Competitive intensity in bidding Track execution + order inflow conversion + capacity ramp-up — these three variables will define Transrail’s FY27 earnings trajectory. Follow @DhawalDoshi5 for more updates. @Anvith_ @vishan_29 @Dynamicinvstr @TrendSpark420 @InvestmentVeda @selvaprathee