R'izwan | Capital Edge

@nid_rockz Hopefully not this time

@Riz_Capitaledge Expecting some margin pressure in H2 Will be happy if they don't see that pressure

ORIANA POWER TOMORROW RESULT SCENARIOS 🚨 CMP: ₹1,924 👀 Market still not pricing in what tomorrow’s numbers could look like. 🟢 BASE CASE • H2 Revenue: ₹1,100–1,200 Cr • OPM: ~23% • H2 PAT: ₹185–200 Cr • FY26 EPS: ₹150–158 ➡️ Stock trades at just ~12–13x FY26 earnings. 🚀 BEST CASE If these triggers hit tomorrow: ✅ Actis JV gains recognized ✅ BESS mix rises to 12–15% ✅ Floating solar payments hit P&L ✅ Margins expand to 24–25% Then numbers can move to: 🔥 H2 Revenue: ₹1,300–1,500 Cr 🔥 H2 PAT: ₹230–270 Cr 🔥 FY26 EPS: ₹172–192 ➡️ Effective valuation drops to ~10–11x earnings. 🧩 What market may be missing: ⚡ Strong execution momentum ⚡ Higher-margin BESS scaling rapidly ⚡ Earnings growth far ahead of valuation ⚡ Governance/RPT concerns suppressing multiples 🎯 My view: Even BASE case supports higher prices. If BEST case starts reflecting tomorrow, re-rating. Tomorrow’s result could become a major turning point for Oriana Power 👀🔥 #OrianaPower #ORIANA #StockMarketIndia #Smallcap #Multibagger #SolarStocks #RenewableEnergy #BESS

@DxbAni31850 Thanks brother

@Riz_Capitaledge 💯% agree with you

📈 There are two kinds of promoters in the market: ❌ Those who overpromise and underdeliver. ( Zen technologies ) ✅ Those who underpromise and overdeliver. ( Oriana Power , Viviana Power etc ) Smart investors know the difference. Choose wisely before you invest. 💰🧠 #StockMarket #Investing #LongTermInvesting #StockInvestor #ValueInvesting #WealthCreation #MarketWisdom #nse #Nifty #orianapower #Vivianapower #sme #smallcap

@amitsundra Thank you Amit, I consider this as a fee we pay for gains we make upon getting a steller results 🤞🏼.

@Riz_Capitaledge Happy Eid Rizwan. Sometimes combination of excitement and nervousness is good, makes us human and feet on the ground. 😊😊😊

@amitsundra Mutual mutual 😃

@Riz_Capitaledge Me too. Very excited, but nervous too 😬 😅 😫

@amitsundra Excited

@Riz_Capitaledge The tomorrow has now arrived, its 28th May. Now we wait 😊😊😊

@amitsundra Viviana Power had similar experience on the Day before results and once results were out it was a straight 19% + . Doesn't mean it could replicate th same just saying as a reference

@Riz_Capitaledge Oriana share saw an uptick in volumes, past 4-5 days. Company should declare good results. Its in all the right spaces and sectors, no red flags on management ability. Hoping for the best.

Anyone expecting steller results from Oriana Power tomorrow ? #orianapower #sme #smallcap #Nifty #nse

@Shjain0707 Cannot draw conclusion on that alone in my opinion, look at Viviana power what it did the previous day of results .

@Riz_Capitaledge Price action is not suggesting so.

@GPnomics ₹1,200 Cr is aggressive but not impossible. The ₹200 Cr carryforward alone makes ₹950–1,000 Cr very achievable even without Actis. Let's hope for the best

@Riz_Capitaledge Expecting 1200 cr plus revenue from H2 due to part payments of floating solar and asset sale in Actis JV. I could be off target but this is my expectation. All depends on execution of decent sized order book. 200 cr is being carried forward from last Q, so that is also a plus.

Shaily Engineering Plastics has surged more than 55% since the time I shared it. #ShailyEngineering #glp1 #Nifty #nse #semaglutide

📈 Trade Setup – May 27 Opening Bell 🔹 Nifty snapped a 2-day winning streak, closing ~0.5% lower after failing to hold above 24,000. 🔹 Trend still bullish as index stays above 20-day EMA (~23,800). 🔹 Key breakout zone: 24,000 → upside targets at 24,100 & 24,300. 🔹 Immediate support seen around 23,800–23,900. 🔹 Profit booking visible after recent rally. 🔹 Technicals remain positive with bullish MACD crossover. 🔹 Bank Nifty and broader market action will be crucial for direction. 🔹 Traders to watch FII/DII activity, global cues & crude oil movement closely. #Nifty50 #StockMarket #Trading #BankNifty #MarketOpening #IndianMarkets #Sensex

🚨 Morning Market Pulse 🚨 Brent crashed 7% after Trump hinted at an Iran MoU — but Iran quickly rejected the narrative. Markets are pricing a deal, while Tehran is pricing a temporary truce. Big difference. 👀 🇮🇳 Key India takeaways: • RBI transfers record ₹2.87L Cr dividend • USD/INR swap auction today = first real FX-supply stress test • OMCs hike fuel prices again despite crude cooling • Nifty set for a strong gap-up open. Sectors to watch: ✈️ Aviation, paints, tyres → crude relief beneficiaries ⛽ OMCs → still battling under-recoveries. ⚡ Defence, railways, AI-power infra → structural momentum intact Big market risk: If the Iran MoU text fails within ~14 days, Brent could snap back above $104 and reverse the entire relief rally. This market isn’t pricing uncertainty. It’s pricing perfection. ⚠️ #Nifty50 #StockMarket #IndiaMarkets #CrudeOil #RBI #Investing #Trading #FinanceTwitter

Viviana Power The wait for #VivianaPower results was absolutely worth it ⚡ FY26 numbers have done all the talking: ✅ Revenue: ₹531 Cr (+143% YoY) ✅ PAT: ₹52.7 Cr (+167% YoY) ✅ PAT Margin near 10% ✅ Q4 execution acceleration confirmed ✅ Mainboard migration within 45 days. approved Now the market will decide the next phase when trading opens tomorrow 🚀 #PowerSector #Infrastructure #StocksInFocus #sme #smallcap