Sector Research 🩵

Tomorrow stock Unimech

@MurariS02588529 Vivek Khatri

@SECTOR_RES0123 JP Power Vedanta power

Monday BLAST stocks??

Tomorrow 10% uc stock 👇 Mine :- Ather energy Yours 👇

Ather Energy #Athereng Solid revenue growth, losses meaningfully reduce Rev at 1217cr vs 644cr, Q4 at 1175cr EBITDA at -33cr vs -134cr PBT at -51cr vs -178cr, Q4 at -100cr

@Stockwallah0123 LASER POWER

Tell me 5 good long term stock for next 1-2 year !! BEST FUNDAMENTAL STOCKS TELL ME

@shankhadeepG2 Wait checking

@SECTOR_RES0123 @SECTOR_RES0123 dada, Gail fallen from 182 from last friday after giving big breakout, cmp is 173. What should be the target for this week or august expiry ?

FOCUS ON THESE FOR A WEEK 🧿 DEE DEVELOPMENT SHADOWFAX RR KABEL GAEL BLUE DART 🎯

@Tanmay_31_ Will track 💥

MV Electrosystems Limited IPO Detailed Analysis 👇 Applying For Reasonable Listing Gains And Risk Takers Can Hold For 12-24 Months Highlights of the Issue : Date : 30 July - 3 August Price Band : 400-425 Size : 290 Crore (Full Fresh) M.cap : 1,160 Crore Objects Of The Issue : ▪︎ Funding Long-term Working Capital Requirements - 180 Cr ▪︎ Investment in R&D activities for new power electronic equipment - 21 Cr ▪︎ GCP - 80 Cr Key Pointers : ▪︎ MV is engaged in the design, development, assembly and manufacturing of electrical & power electronics equipment used in Railway rolling stock including IGBT based 3-Phase Drive Propulsion equipment for electric locomotives, switchgear panels for railway coaches & EMU’s, cable protection & management products and electrical components, systems & sub-systems. ▪︎ The company manages the complete product lifecycle including design, prototyping, precision manufacturing, testing, and commissioning. Its portfolio covers IGBT converters, auxiliary converters, vehicle control units, driver display units, and cable protection products, delivering application-specific solutions for both domestic and international railway projects ▪︎ It has a total executable order book of 921.6 Cr (excluding taxes). This includes the supply of 564 3-Phase Propulsion Equipment and AMC on 555 propulsion sets valued at 80 Cr for a period of three years after completion of the warranty. ▪︎ MV's Vehicle Control Unit is built on high-performance microprocessor-based modular systems, providing complete traction and propulsion control of locomotive-hauled trains with continuous monitoring and advanced fault diagnostics. In June, 2026, its R&D Centre received recognition from the Department of Scientific and Industrial Research (DSIR), Ministry of Science and Technology, Govt. of India ▪︎ MV entered the rail electrical infrastructure products segment through a Business Agreement dated Aug 13, 2025 with PNC Technologies South Korea, for exclusive collaboration in manufacturing, supply, and distribution of Automatic Fault Locator systems for 25 KV rail overhead electrification lines ▪︎ In March 2026, a LOI was signed, followed by a Consortium Agreement dated July 2, 2026, between the Company, Hansung Heavy Industrial Co. Ltd (Republic of Korea), and Param Enterprises. This consortium was formed to participate in the MEMU tender issued by Modern Coach Factory, Raebareli for Microprocessor Controlled IGBT-based 3-Phase Propulsion Equipment for MEMU (On Board – 12 Car Rakes). ▪︎ Product Portfolio: – Propulsion Equipment – Traction Converters – Auxiliary Converters – Vehicle Control Unit (VCU) – Human Machine Interface (HMI) – Assembling cum Mfg process for IGBT- based 3-phase propulsion equipment – Switchgear & rail coach – Cable protection & management products ▪︎ MV is amongst the very few Power Electronics Companies in India and Globally with capabilities of manufacturing IGBT based 3-Phase Drive Propulsion Equipment ▪︎ MV is India's only Company to recieve approval for the IGBT based 3-Phase propulsion equipment in last 17 years after 2010 for Medha Servo Drives Financials and Personal Assumptions : FY24 Revenue : 50.6 Crore PAT : 0.5 Crore FY25 Revenue : 64.6 Crore PAT : 1.4 Crore FY26 Revenue : 49.8 Crore Net Loss : (12.6 Crore) FY27E Revenue : 300-350 Crore PAT : 20-30 Crore FY28E Revenue : 1,200-1,400 Crore PAT : 140-180 Crore Valuing MV at 20× FY28E PAT, Anticipated Value Comes At 944, Implying An Upside Of 122% The Numbers and Margins are considered conservatively, if the execution happens appropriately it can be easily valued at 40-50× as the R&D phase It's a sheer multibagger opportunity if execution happens, the product is insanely critical, complex with huge TAM The Anchor Book was highly impressive, Kotak MF picking 5% stake in a 1200 Cr Mcap Co is a testament of their product and technology Just A Personal View, Only For Educational Purposes

@dipak_ipo_in As per your pat Target price near 1600 🫠🫠🫠 Golmaal h kuch toh

@SECTOR_RES0123 Thank you for noticing It's ₹150 Cr PAT*

MV Electrosystem Closing today I'm applying with Full force 💪🏻 If management executes well, company can comfortably deliver ~₹150 Cr in FY28.🔥🚀

@nileshkurhade @SrBachchan 800+

Nice, Mill works for me @SrBachchan

BLUE DART 🎯

Monthly more than 30% returns Yasho Industries Ltd 63 Moons Technologies Ltd Deep Industries Ltd Kabra Extrusion Technik Limited Bluestone Jewellery and Lifestyle Ltd Stallion India Fluorochemicals Ltd Tatva Chintan Pharma Chem Ltd E2E Networks Ltd Steel Strips Wheels Limited SML Mahindra Ltd Sri Lotus Developers & Realty Ltd Optiemus Infracom Ltd Nilkamal Limited Firstsource Solutions Limited IKIO Lighting Ltd Shreeji Shipping Global Ltd Huhtamaki India Ltd C.E. Info Systems Ltd GSP Crop Science Ltd Tribhovandas Bhimji Zaveri Limited Cyient DLM Ltd Diamond Power Infrastructure Ltd Ganesha Ecosphere Limited Lodha Developers Ltd Just Dial Limited Eclerx Services Limited Kalyan Jewellers India Ltd

@AdityaMittal795 Nice

75 stocks which had very bullish concalls (Q1 FY-27) and can double their revenue in next 2-3 years: 🔹1. SG Mart (#SGMART): 118% EBITDA growth (₹300 cr EBITDA) guidance in FY-27 🔹2. Senores Pharmaceuticals (#SENORES): 50-60% PAT growth & 30-40% revenue growth guidance in FY-27 🔹3. Sakar Healthcare (#SAKAR): 50%+ PAT growth & ~25% revenue CAGR guidance (oncology parenteral ramp) 🔹4. SG Finserve (#SGFIN): 43% PAT growth (₹225 cr PAT) guidance in FY-27 🔹5. Shadowfax (#SHADOWFAX): 38-40% revenue growth guidance in FY-27 (upgraded from 28-30%) 🔹6. Neogen Chemicals (#NEOGEN): ~40% revenue growth guidance in FY-27 (battery chemicals ramp) 🔹7. HFCL (#HFCL): 40% revenue growth guidance in FY-27 (upgraded from 20%) 🔹8. Sahasra Electronics (#SAHASRA): 100% revenue growth (₹275-300 cr revenue) guidance in FY-27 🔹9. Sangam India (#SANGAMIND): 100% PAT growth guidance in FY-27 🔹10. Jana SFB (#JSFB): 80%+ PAT growth, 19-21% loan (GLP) & 23-25% deposit growth guidance in FY-27 🔹11. Motilal Oswal (#MOTILALOFS): 20%+ housing finance AUM growth guidance for next 2-3 years 🔹12. Borosil Renewables (#BORORENEW): 60% revenue & EBITDA growth guidance in FY-27 (600 TPD expansion by Q4) 🔹13. Madhya Bharat Agro (#MBAPL): >50% revenue growth guidance in FY-27 (Dhule SSP ramp-up) 🔹14. Atlanta Electricals (#ATLANTAELE): 40% CAGR revenue growth guidance for next 3 years 🔹15. Netweb Technologies (#NETWEB): 35-40% revenue growth guidance (13-14% EBITDA margin, 10%+ PAT margin) 🔹16. Syrma SGS (#SYRMA): 30-35%+ revenue growth (~₹700 cr EBITDA) guidance in FY-27 🔹17. Jubilant Ingrevia (#JUBLINGREA): 32-40% EBITDA growth (₹750-800 cr) guidance in FY-27 🔹18. Krishana Phoschem (#KRISHANA): 30-35% revenue growth guidance in FY-27 🔹19. Anand Rathi Share & Stock Brokers (#ARSSBL): 30-35% PAT growth guidance in FY-27 🔹20. Capri Global Capital (#CGCL): 30%+ AUM CAGR guidance in FY-28 🔹21. Sobha (#SOBHA): 30%+ pre-sales growth guidance in FY-27 🔹22. Suryoday SFB (#SURYODAY): 30% deposit growth + doubling CLOU customer base guidance in FY-27 🔹23. Himadri Speciality (#HSCL): PAT doubling from ₹555 cr (FY25) to >₹1,100 cr by FY-28 (~26% CAGR) 🔹24. Tatva Chintan (#TATVA): 25-30% revenue growth guidance in FY-27 🔹25. Smartworks Coworking (#SMARTWORKS): 28-30% revenue growth guidance in FY-27 🔹26. Greenply Industries (#GREENPLY): 25-30% MDF volume growth guidance in FY-27 🔹27. CCL Products (#CCL): 25-30% domestic branded B2C volume growth guidance in FY-27 🔹28. Dynamic Cables (#DYCL): 25-30% solar/renewable cable revenue growth for next 3-4 years 🔹29. Aye Finance (#AYE): 25-30% AUM growth guidance in FY-27 🔹30. Gravita India (#GRAVITA): 25-30% PAT CAGR guidance for next 4-5 years 🔹31. GRSE (#GRSE): 25-30% revenue growth guidance (per Q2 FY-26 call; qualitative confidence reiterated in Q1) 🔹32. Avalon Technologies (#AVALON): 24-27% revenue growth guidance in FY-27 (double revenue to ~₹3,200 cr by FY-29) 🔹33. Tinna Rubber (#TINNARUBR): 23-28% revenue growth guidance in FY-27 🔹34. Menon Bearings (#MENONBE): 23-25% revenue growth (>₹360 cr revenue) guidance in FY-27 🔹35. Ramkrishna Forgings (#RKFORGE): 22-25% CAGR revenue growth for next 3 years 🔹36. Acutaas Chemicals (#ACUTAAS): 25% revenue growth guidance in FY-27 🔹37. Transformers & Rectifiers (#TARIL): 25% revenue growth guidance in FY-27 (16% EBITDA, 9-10% PAT margin) 🔹38. M & B Engineering (#MBEL): ~25% revenue growth guidance in FY-27 🔹39. Prostarm Info Systems (#PROSTARM): 25%+ revenue growth guidance in FY-27 🔹40. Heritage Foods (#HERITGFOOD): ~25% VAP growth guidance (annual) 🔹41. APAR Industries (#APARINDS): 25% cable value + 10% conductor volume growth guidance in FY-27 🔹42. Ujjivan SFB (#UJJIVANSFB): ~25% advances & deposit growth guidance in FY-27 (RoA 1.8-2.0%) 🔹43. CreditAccess Grameen (#CREDITACC): 20-25% AUM growth guidance in FY-27 (RoA 4-4.8%) 🔹44. Anand Rathi Wealth (#ANANDRATHI): 20-25% revenue & PAT growth guidance in FY-27 (₹1,415 cr rev, ₹460 cr PAT) 🔹45. RBL Bank (#RBLBANK): 23-24% retail deposit growth guidance over next few quarters 🔹46. Fedbank Financial / Fedfina (#FEDFINA): 20-22% growth guidance in FY-27 🔹47. Shyam Metalics (#SHYAMMETL): 20%+ revenue & EBITDA growth guidance in FY-27 🔹48. Steel Strips Wheels (#SSWL): 20%+ revenue growth guidance in FY-27 🔹49. Bandhan Bank (#BANDHANBNK): 20%+ non-EEB loan book growth guidance in FY-27 🔹50. L&T Finance (#LTF): 20%+ CAGR book growth guidance by FY-31 Follow @AdityaMittal795 for more such educational posts.

@nileshkurhade Then it will fire again!! After some zik-zack

📌 GSM Foils Limited informed the exchange about the firing incident on Mr. Mohansingh Parmar, Managing Director, who is presently undergoing medical treatment, and the arrest of Mr. Sagar Bhanushali, Chairman & Whole Time Director, in connection with an investigation. The Company clarified that manufacturing, commercial and administrative operations remain uninterrupted and continue in the ordinary course of business. #SME #GSMFOILS 🏢⚖️

@ParveenBhansali Thanks sir .. Learned alot from your post's

RR Kabel Singlemost biggest growth trigger from their latest Q1FY27 Concall: Wires & Cables capacity expansion - 90% cable capacity utilization indicates demand is already outpacing available capacity. - ₹1,200 crore capex (FY26-FY28), with 80% allocated to cables, will unlock the next phase of growth. - 17% volume growth vs. 10-12% industry growth confirms market share gains. - Expansion at Waghodia will increase exposure to high margin HV cables, improving product mix. - Higher capacity will drive better operating leverage, stronger margins and sustained earnings growth. - Backed by structural demand from power, infrastructure, industrial capex, renewables and data centres, creating a multi year growth runway. Near full capacity and aggressive expansion plus market share gains means the strongest earnings and re-rating trigger for the company over the next 2-3 years.

JUPITER GREEN IPO FAKE GMP DON'T APPLY 🗡️

📦 LEAP India Limited IPO 🗓️Date : 7 - 11 Aug ,2026 🏷️Price Band : ₹151 - 159 📦Market Lot : 94 Shares 📏Size : ₹2480 Crores 👦Retail Portion : 35% PE :-111 TIMES HIGH VALUATION - DON'T APPLY 🗡️

Looking market is bullish today 💥🩷

@Paryan_Sharma Nice bhai

MV Electrosystems IPO Review has been Uploaded on my YouTube Channel Topic Covered: - What Propulsion System is? - Business (60 Cr Revenue, 1k Cr OB!) - Numbers & IPO Proceeds - Valuation - Risks and Conclusion Tap the Post for Watching 👇🏻 youtu.be/42RMh_srIbc