punit balani

Dont like to call myself trader or an investor. I call myself an oppertunist.

@StocksResearch Adani cempro gave super results. And is cheap compared to other adani comapnies. More run way in cempro

Adani's CEMPRO is flying Adani's PSP PROJECT 815 is yet to move.

@itsTarH Can you reply something on this ? The expansion which is fully planned already you are expecting those numbers ? Do you think because bloom is growing. Mtar expansion plans would also increase ? The way market is factoring things just wantrd to know what are you assuming

#MTARTech is the only Indian listed AI proxy play The Bloom Energy impact is evident in this qtrs financials Operating Leverage should play out from here with EBITDA margins expanding back to 30%+ range FY28 Rev should be 2200-3000cr D: Invested with avg of ~1700, biased

@StocksResearch It is acting like navin fluorine. I guess wont rally today

Expecting fireworks from ACUTAAS in last 35 minutes.

@dalbati_churmaa It wouldhave been good. I wont be sitting here and reading your post about it.

While we were planning for 2nd kid , many of our friends told us not to plan as they are not pocket friendly, but we decided to give our elder child a sibling with whom he can play and share things , it teaches them care , empathy , love , affection and what not which is highly require for a kids development. they are not that costly as it seems and everyone in life makes monetory progress. Problem with today’s woke generation is they will lose their freedom , if their parents would have thought the same they were not even here to plan not to have babies.

@InvesysCapital Thank you for the update :)

#MidSmall400 meets it's resistance. April highs becomes crucial resistance for all Mcap indices. Once we are past April highs, expect clean trend going forward.

@VishalBhargava5 why would you say they will regret it ? anything specific >

A silent pandemic is underway in Indian cities. Far too many couples are opting to not have kids at all. It is the wrong decision. Most will regret it.

@BaapofOption Websol too

#WestBengalLegislativeAssemblyelection2026 These companies have their HQ at Kolkata.

@MeAmitMishra Yes yes got it. I hope they grow in fy27 that is all i want. Or else EMMVEE looks good at 17 PE . Will grow 80% in 2 years. Topcon cell 2.9 GW already in production

@Pb07Punit since they are in selling to rooftop and solar pumps companies, who take part in tendering - not manufacturers (as they are not supplying for IPP projects) - they will obviously always look for orders bhai 400cr plus order intake run-rate in q4 addresses your query - no?

yeap, websol mgmt looked optimistic - listen from 5:40 min timestamp youtu.be/WP5GKJpvFZI?si… (concall recording)

@MeAmitMishra *116OCR Order book !! they did 1050 in fy26 if they use this capacity the way they discussed they can have more orders of around 600 crs. But the way they replied it looked they are not looking for orders as they directly dont apply for tenders

@Pb07Punit one has to look also they added 410 cr orders in q4 (just remember from memory - exact number to be checked from concall) - also mgmt indicated that the pipeline is good. lets see how they execute

@MeAmitMishra not personal just talking about business !! there was one question concall about they can take intake of orders of more than 50 % as only 12260cr of orderbook is there !! So capacity is not the issue selling is for now !

the comment was related to pledge where websol mgmt was confident that they will address it 1-2 months. on business, I don't do financial projections, but from operational capacities pov, current capex execution by 2028 will grow cell capacity to ~ 4.5x (1.2 to 5.35 gw) and module capacity to ~7.3x (.55 to 4gw), so one can back calculate the growth rates with their own assumptions on my own investment, I will remain invested as per my framework - which is tied to several things - but I don't want to discuss specifics of that - my pinned tweet briefly covers my thought process.

@dayendtrader Hahahhahahaa

Bracing for Netweb tweets to be deleted faster than they appeared. 😉

@MeAmitMishra Yes i meant. End results should be eps growing. All i meant was it should stablalise in a range. So that we get clarity for the future.

hi Punit, how many companies we see with 35% ebitda or even 25% ebitda in long run - module business is a low margin but adds to the cash flow for company - players having in-house cells will be able to do best margins anyway. this reducing margin talk should be put in context.

@itsnitinverma Amazing @itsnitinverma

@mufcytp @indykaila We dont need Baleba. When will people understand that

📝 𝐉𝐔𝐒𝐓 𝐈𝐍 | Manchester United’s board have scheduled a meeting for next week. [@indykaila] As the season nears its end, INEOS may be ramping up plans for the summer transfer window. Get the Sandro Tonali and Carlos Baleba deals sorted early, just like we did with Cunha. With both unlikely to be involved in the World Cup 2026, negotiations and related processes could be smoother. At the same time, wrap up early sales of players like Rashford, Ugarte, Zirkzee, etc. The funds from those sales will help finance new signings.

@MeAmitMishra Lets see where margin stabelises . as they are going for modules too. if margins keeps coming down will be a concern !! hope for a positive concall today !!

websol presentation - few key slides!

@itsnitinverma @sonofsomnus anything on future of sunlite? or you are out after 40 % nitin bhai?

@sonofsomnus Thanks bhai 🙏 I try to find non popular as well as try to find them at right time..just when they are about to move... Time is money for me 🙏

@MeAmitMishra Where do you see getting it stable ? The margins ?

websol super q4 dividend is cherry on top (assuming its to set a good practice for attracting large institutions) blended ebitda margins declined vs q3 as expected as module sales share has gone up no recommendation - please do your own due diligence!

@chopra_sumit Profits before expectionals items and tax is also 121 crs right ?

Websol great numbers mostly in line with expectation. Pat is more than expectation due to tax benefit. Sales 401 cr Ebitda 36.5% Pat 125 cr x.com/i/status/20440…

@themarket_mind Should be above 100cr to make a mark

#websol results today. Expecting 360-380cr of revenue and 90-100cr of PAT. CMP: 116. Already doubled after my first post. x.com/i/status/20412…