Anurag Singh

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Anurag Singh

Anurag Singh

@Investosphere21

Spirituality and Long Term Investing

Katılım Ekim 2024
134 Takip Edilen34 Takipçiler
Anurag Singh retweetledi
Balu Gorade
Balu Gorade@BaluGorade·
Risk in the market is not about losing money. The real risk is time frame. Pure gold from Madhusudan jee 🔥
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Kiran Rajput
Kiran Rajput@_KiranRajput·
What are the repercussions of increase in LTCG, STCG & STT on our Economy? FIIs exit, Why? Their earnings in dollar, after rupee depreciation, LTCG, STT is 4-5%. They rather invest in safe Bonds of developed countries with same or more returns. So let them go, why we should care? We should care. SIP inflow absorbed 10 lakh crores of their selling, if they sell another 10 lakh crores, what will happen to our Economy 👇👇
Kiran Rajput@_KiranRajput

x.com/i/article/2012…

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Atul Modani
Atul Modani@atulmodani·
10000 Crore additional STT per year. But our govt says their intentions are noble and they want to control speculation hence they have increased STT at the cost of equity market sentiments and retailer's interest. #Nifty #Banknifty #STT #Derivative #Optiontrading #Sensex
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Shijumon Antony
Shijumon Antony@Shijumonantony·
FY 25, I paid 53L STT. After that it increased in FY 26 and my volume also gone up. So it will be much higher. And now, for FY 27 it again INCREASED BY 50%!!! Crazy tax. The intension is clear, no trader should be profitable.
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Naveen Singhal
Naveen Singhal@naveensinghal06·
STT Hike Explained: How Much Will Trading Really Cost? 📊 After the STT hike, many investors & traders are confused about how taxation impacts market profits. 🔹 What is STT? STT (Securities Transaction Tax) is charged on the transaction value (sell value) - not on profit. New STT Rate - 🔹 Futures Trading Impact If a futures contract value is ₹10,000: Earlier STT @ 0.02% = ₹2 New STT @ 0.05% = ₹5 ➡️ Extra cost = ₹3 per trade 🔹 Options Trading Impact If option premium is ₹10,000: Earlier STT @ 0.10% = ₹10 New STT @ 0.15% = ₹15 ➡️ Extra cost = ₹5 per trade 🔹 Key Takeaways ❌ STT is not charged on profit 📉 Intraday, F&O & high-frequency traders are hit more 📈 Long-term investors face limited impact. Higher STT = higher churn cost. The more you trade, the more it pinches. This isn’t a marginal adjustment - it’s a liquidity shock. F&O costs jump meaningfully, hedging becomes less viable and participation is set to decline. #STT #StockMarket #TradingCosts #Budget
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ASAN
ASAN@Atulsingh_asan·
कॉपर की बढ़ती कीमतों के कारण सबसे बुरा असर उन सेक्टरों पर पड़ रहा है जिनमें कॉपर का इस्तेमाल रॉ मटेरियल के तौर पर होता है । मुख्य रूप से प्रभावित होने वाले सेक्टर 1: Consumer Durables & Appliances कॉपर एयर कंडीशनर, रेफ्रिजरेटर और वॉशिंग मशीन जैसे उपकरणों का main component है इन उपकरणों के मोटर, कंप्रेसर और पाइपिंग में तांबे का सबसे ज़्यादा उपयोग होता है। 2: Real Estate & Infrastructure कॉपर का इस्तेमाल मुख्य रूप से बिजली की वायरिंग और प्लंबिंग में होता है हाउसिंग प्रोजेक्ट्स के कुल इलेक्ट्रिक बजट में भी कॉपर की शेयर काफ़ी ज़्यादा होता है। 3. इलेक्ट्रिक वाहन (EV) मैन्युफैक्चरर्स ईवी की वजह से भी तांबे की मांग बढ़ रही है, लेकिन यही मांग इसकी कीमत बढ़ाकर निर्माताओं के लिए मुसीबत भी बन रही है।  एक इलेक्ट्रिक कार में पारंपरिक कार की तुलना में लगभग 80-85 किलो कॉपर का इस्तेमाल होता है। 4. रिन्यूएबल एनर्जी (Solar & Wind Energy सोलर और विंड एनर्जी भी तांबे पर बहुत अधिक निर्भर हैं जैसे सोलर पैनल,विंड टर्बाइनों और ग्रिड कनेक्टिविटी के लिए तांबा महत्वपूर्ण है। 5: Engineering & Cables ये कंपनियां बिजली के तार, ट्रांसफार्मर और मोटर्स बनाती हैं जिसमे भी कॉपर का इस्तेमाल बहुत ज़्यादा होता है । कॉपर की बढ़ती कीमतों के कारण कई कंपनियां कॉपर के बजाय एल्युमिनियम को विकल्प के रूप में इस्तेमाल करने की कोशिश कर रही हैं, हालांकि यह कॉपर जितना कुशल (Efficient) नहीं है। #Copper
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Abhijit Chokshi | Investors का दोस्त
To become a millionaire in 2026, copy their TOP 5 habits: 1. Read daily 2. Get up early 3. Live on less than you make 3. Learn the power of compounding 5. Track spending, income, & investments
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Anurag Singh
Anurag Singh@Investosphere21·
@naveensinghal06 @IMFNews 6.4% in a slowing global economy is not incremental-it’s structural. India continues to stand out on growth visibility and resilience. 🇮🇳
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Naveen Singhal
Naveen Singhal@naveensinghal06·
Naveen Singhal@naveensinghal06

🇮🇳 “India could be the world’s No.1 economy in your lifetime.” - David Rubenstein (@CarlyleGroup) Despite: • Current market correction 📉 • FII outflows • Rising geopolitical tensions 🌍 India’s long-term story remains intact - driven by demographics, reforms & growth potential. Volatility is temporary. Structural growth isn’t. #India #IndianEconomy #Investing

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IMF
IMF@IMFNews·
Updated IMF Growth Forecasts for 2026: 🇺🇸 US: 2.4% 🇩🇪 Germany: 1.1% 🇫🇷 France: 1.0% 🇬🇧 UK: 1.3% 🇨🇳 China: 4.5% 🇯🇵 Japan: 0.7% 🇮🇳 India: 6.4% 🇷🇺 Russia: 0.8% 🇧🇷 Brazil: 1.6% 🇸🇦 Saudi Arabia: 4.5% 🇳🇬 Nigeria: 4.4% Explore the full projections. imf.org/en/publication…
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Naveen Singhal
Naveen Singhal@naveensinghal06·
🇮🇳 “India could be the world’s No.1 economy in your lifetime.” - David Rubenstein (@CarlyleGroup) Despite: • Current market correction 📉 • FII outflows • Rising geopolitical tensions 🌍 India’s long-term story remains intact - driven by demographics, reforms & growth potential. Volatility is temporary. Structural growth isn’t. #India #IndianEconomy #Investing
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Naveen Singhal@naveensinghal06·
KP Group Companies deliver a BLOCKBUSTER Q3 📊 Highest-ever Q3 Revenue, EBITDA, PBT & PAT 🔹 KPI Green Energy (CMP - 431) ⚡ Asset-light IPP + EPC model driving scalability & cash-flow visibility • Revenue: 676 Cr vs 466 Cr • PBT: 170 Cr vs 115 Cr • PAT: 126 Cr vs 85 Cr 🔹 K.P. Energy (KPEL) (CMP - 304) 🌬️ Leading wind EPC player with low-cost, asset-light execution • Strong & growing order book • Revenue: 348 Cr vs 213 Cr • PBT: 57 Cr vs 34 Cr • PAT: 41 Cr vs 26 Cr ⚡ Renewable tailwinds + consistent execution = long-term wealth compounding #KPGroup #KPIGreen #KPEL #Q3Results #RenewableEnergy @FarukPatel3
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Anurag Singh
Anurag Singh@Investosphere21·
@naveensinghal06 New plant contribution clearly visible in both topline growth and margin expansion. Operating leverage kicking in nicely.
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Anurag Singh retweetledi
Naveen Singhal
Naveen Singhal@naveensinghal06·
ATLANTA ELECTRICALS - RECORD QUARTER 🏆 Highest ever Revenue, EBITDA, PBT & PAT 📈 Margin expansion QoQ & YoY 🏭 New capacity contributing meaningfully ⚡ Q4 likely the biggest & strongest quarter Q3 Performance: • Sales: 472 Cr ⬆️ +79.71% YoY • EBITDA: 92 Cr ⬆️ +119.59% YoY • PAT: 43 Cr ⬆️ +94.64% YoY • EPS: 24.17 ⬆️ +94.29% YoY 📊 Strong operating leverage visible across the P&L 📌 Growth + Margins + Capacity = Compounding in motion #Atlanta #AtlantaElectricals #Q3Results @Akash17971
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Naveen Singhal@naveensinghal06

STOCK STUDY Atlanta Electricals Ltd CMP: 871 | Mcap: 6,700 Cr 🔹 Overview - • One of the India’s fastest-growing transformer manufacturers • Capacity: 63,060 MVA across 5 plants • Supplies to 19 states + 3 UTs • Capability up to 500 MVA / 765 kV (post Vadod expansion) 🔹 Growth Drivers - • 4.25 lakh cr T&D capex till FY27 • 500 GW renewable target, huge inverter/auto transformer demand • Railways, EV charging infra & data centers driving new demand • Strong order book: 2069 Cr • Specialty transformers (furnace/rectifier) growing fastest 🔹 Financials (Q-2 FY-26) - • Revenue: 317 Cr • EBITDA Margin: 18% • PAT: 30 Cr | EPS: 3.93 • ROE: 40.8% | ROCE: 50.2% • P/E: 54.9 (premium for high growth) 🔹 Shareholding - • Promoters: 87.28% • FII: 2.19% | DII: 3.86% 🔹 Key Updates - Capacity, Plants & Expansion - • Total capacity: 63,060 MVA - among India’s largest. • BTW acquisition + Vadod facility enable 400 kV & 765 kV capability • BTW alone can generate 600-700 Cr revenue at full utilization. • New IDT plant (65 Cr capex) to be completed in 9 months, adds 5,000 MVA dedicated solar capability. • IPO (Sept 2025) listed strong • Backward integration to lift margins • Targeting export markets 🔹 Verdict (My View) - A high-quality T&D + renewable play with strong execution, margin expansion, and multi-year visibility. If growth sustains, Atlanta can potentially scale to 50k Cr market cap over 5-7 years. Disclaimer: This post is for information only and is not investment advice. #Atlanta #AtlantaElectricals #Transformers

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Muthukrishnan Dhandapani
Muthukrishnan Dhandapani@dmuthuk·
I see so many repeated appeals to government to remove or reduce long term capital gains tax, STT and so on. All I can tell you is not to waste your time. I think in his first term, when Modi delivered a speech in BSE, he asked why active income is taxed more than passive income. He found it very unfair. Instead of reducing the taxes on active income, the government has been increasing the taxes on passive income. In my view, over a period, you'll have one tax rate for all kinds of income. The rate may vary based on income levels but not on nature of income. I think the government is very clear and certain about it. Better to accept reality than fighting against it. Also welfare schemes are increasing day by day. Only top 3% can and need to support all these. This is what is the reality even if it is unfair. It's upto you to expect a lot from this government. Personally, I've zero expectations. To me, the best outcome is taxes not increasing any further.
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Naveen Singhal
Naveen Singhal@naveensinghal06·
NETWEB TECHNOLOGIES CMP - 3347 BLOCKBUSTER Q3FY26 RESULTS! 📈 Earnings growth explodes both QoQ & YoY 🏆 Highest ever Quarterly Revenue, EBITDA & Net Profit 💰 Q3FY26 Net Profit: 73 Cr ➡️ Q2FY26: 31 Cr ➡️ Q3FY25: 30 Cr 🔥 Net Profit up 143% YoY 💥 Strong execution | Scalability kicking in | Growth story intact 📊 Businesses like these reward conviction & patience #Netweb #NetwebTechnologies #Q3Results
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Anurag Singh
Anurag Singh@Investosphere21·
@naveensinghal06 Quarterly numbers validate the business model. Long-term value will depend on execution discipline and sustained demand. Solid progress so far.
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Naveen Singhal
Naveen Singhal@naveensinghal06·
🇮🇳 India is leading the global growth story. While the world struggles with slow growth, India is projected to grow at 7.2% in FY26 (World Bank) - among the fastest globally. 🔥 Strong domestic demand 🔥 Structural reforms paying off 🔥 Economic resilience in uncertain times In a decade of global volatility, India stands out as a bright economic powerhouse. The world is watching. 🌍 India is delivering. 🚀 #IndianEconomy #WorldBank #GDPGrowth
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Anurag Singh
Anurag Singh@Investosphere21·
@naveensinghal06 Powerful decade ahead for India. This isn’t just GDP growth, it’s an earnings supercycle driven by capex, reforms and scale. From manufacturing to defence, power to digital, fundamentals are finally matching ambition.
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Naveen Singhal
Naveen Singhal@naveensinghal06·
Happy New Year! 🇮🇳 As India surpasses Japan to become the world’s 4th largest economy, PM Modi’s Vision 2030 & 2047 is unfolding as a powerful multi-year capex + earnings cycle. Sector snapshot (PE & earnings lens): • Manufacturing / PLI: 18–22% earnings CAGR, PE expansion as scale & exports improve • Capital Goods: Record order books, operating leverage driving earnings upcycle • Infrastructure: Asset monetisation + sustained govt capex = steady cash flows, gradual re-rating • Power & Renewables: Balance-sheet repair done, ROE expansion phase, valuations reasonable • Defence: Long runway, high margin visibility, PE backed by earnings compounding • Logistics: Formalisation + infra push = volume & margin expansion • Digital / AI Platforms: Scalable growth sustaining premium multiples With GDP projected at ~$7.3T by 2030, India offers rare earnings visibility, balance-sheet strength, and long-duration compounding - valuations supported by fundamentals. #ViksitBharat2047 #AatmanirbharBharat #India @narendramodi
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Chander Bhatia
Chander Bhatia@ChanderBhatia01·
My view for coming year- 1- Gold and Silver has either already made peak or will make peak in coming weeks and will retrace significantly by the end of 2026. The peak of Gold and Silver will become peak for multiple years to come. 2- INR will consolidate or will be bit stronger against USD by the end of 2026. 3- Indian market will outperform most of the markets by the end of 2026.
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