Pavan Morishetty

@InvesysCapital 😀

Every Crisis is an opportunity to add New Tax & for every problem the solution is more Tax

@EquityInsightss Even oil is also boiling

Macros not in a good shape Rupee touching 96 Bond yields also spiking US 10 yr crosses 4.5%

Kospi -6% today. Meltdown on broad based weakness. Index turnover +38% vs the recent 20 day average. By the way, KOSPI initially traded to hit 8k milestone today. Markets dipped aggressively after this headline - Trump : "US does not need the Strait of Hormuz open" To be fair though, the headline was perhaps used as an excuse for FIIs to offload after the melt up in semis earlier in the week. FIIs sold -$3.7B in the index. Foreign passive outflows -$2.9B. @CNBCTV18News

Fun Fact One of the customers TDPower is supplying to is SpaceX

Margin Down, Stock Down by -10% 🤯 Bad Sentiment + Bad Result = Deadly Combo 💀

#ManoramaInd - last 5 yrs Sales/PAT growth FY22 - 280 / 24 FY23 - 350 / 30 FY24 - 457 / 40 FY25 - 771 / 112 FY26 - 1357 / 233 Sales CAGR - 37% PAT CAGR - 57% Next 5 yrs, I expect Sales / PAT to grow to 5000 crs / 1000 crs… Disc. I’m invested. Above tweet is my opinion and should not be treated as reco.

Two listed plays on India’s optical fibre cycle. Both are up 100%+ in a year. Both ride the same AI data centre fibre tailwind. Both reported 16 to 19% Q4 EBITDA margins. But they are no longer the same kind of company. HFCL Ltd V/s Sterlite Technologies Ltd A thread… 🧵👇

It's official: Nvidia, $NVDA, has surpassed silver as the second largest asset in the world, worth $5.52 trillion. Google is less than 4% away from becoming the second company in history to hit $5 trillion in market cap. We are witnessing a historic technological revolution.

#CNBCTV18Market | 'Raise FY27 topline guidance to ₹2,200 cr from ₹2,000 cr; FY28 topline guidance currently at ₹2,500 cr, may increase depending on capacity addition', says Arvind Nanda, of #Interarch to CNBC-TV18

Important ! From lows in April 👇 Adani Green +74% Adani Power +50% Adani En Soln +46% Adani Ports +34% Adani Ent +20% #India #Trump #stockmarket

@SureshKBN your thoughts on Deep industries results

P N GADGIL JEWELLERS #PNGJL delivers a strong growth-led Q4FY26 with aggressive expansion mode fully visible. ✅ Revenue: ₹3,531 Cr (+124% YoY) ✅ PAT: ₹87 Cr (+39% YoY) ✅ FY26 Revenue crossed ₹10,640 Cr ✅ Opened 12 stores in Q4 alone

Interarch Building Solutions Q4FY26 concall notes , my notes from the call just concluded It is a capacity constraint now at 100% , new capacity is unlocking in July -August , demand is as strong , all eyes on Q2-Q3, announced phase 3 Andhra as well disc: invested and biased at 1180 from IPO , no fresh reco , no financial advice

@itsnitinverma Pls share your thoughts on deep Industries

Good news for the sector m.economictimes.com/industry/energ…

Wire & Cable Stocks are on Fire Mode. Diamond Power - 10% Up RR Kabel - 5% Up KEI Industries - 5% Up Polycap - 4% Up Good Gooing 🔥

stltech what a bounce back today

ADF FOODS LTD #adffoods #Q4FY26 Excellent numbers, Solid margin expansion Revenue Up 24% YoY🔥 EBITDA Up 38.91% YoY🔥 EBITDA Margin 17.43% vs 15.5% Margin Expansion🔥 PBT 74.26% YoY (Excp Items)🔥 PAT 25.91 vs 16.44 Cr, 57.60% YoY🔥 Big trigger ahead: Surat Phase-1 commercial production commenced from March 12, 2026, with ₹50+ Cr capex already capitalized. Export-focused brands, global distribution expansion & manufacturing scale-up continue to strengthen the long-term story. Not a buy sell recommendation.

MTAR is now a proxy for AI DC Cooling Theme as well via their new partnership with SLB

Latest Valuations of banks HDFC & Kotak Bank at 2x P/B SBI is now trading at 1.5x P/B When was the last time we saw such a low valuation gap between PSU & Private banks? This itself shows how much the valuation landscape has changed Earlier, private banks used to command a large premium due to higher growth, better asset quality & superior return ratios (now things have changed completely)