Sumit Kumar

Cables & Wires anyone ? It’s a multi year theme. Read all you can about it, build your conviction, and act accordingly My article below is a great place to start! #StockMarket #investing

exicom feb rating points and now recent concall : EXICOM dont take any financial decission based on my post dont come and ask me anything if you can give input always welcome company is having red yellow green all flags..just like any other companies in india shared for my future reference

🚀 NRB Bearings Ltd Expands Capacity & Strengthens Financials – Key Takeaways 💼🔧 | MCap 4,215.65 Cr - NRB aggressively expanding capacity across auto (EV-agnostic), industrial scaling, and global expansion. - Industrial segment aims to grow to 25% of revenue by 2031 (currently 12-14%). - FY26 revenue rose by 11%, with a 19.5% EBITDA margin. - Promoter pledged shares reduced from 31.64% to 11.42%. - Institutional investors include Arohi Capital, PGIM, Alchemy, and Arcadian. - International sales account for 20-25% of revenue, supported by 'Make in USA' strategy. - Strong R&D capabilities and partnerships bolster NRB’s global presence. - Recognized as a 'Great Place to Work,' with 30% of management under age 35. Disc: Information provided in above tweet can be inaccurate, verify through the source i.e. attached image(s) & in reply before making any investment decision.

Battery chemicals 🔥🔥🔥 Proxy of EV Proxy of BESS

#AEGISLOG - Inverted Head & Shoulders Breakout Heading towards 1000

@abdua08 3 companies in my watchlist ATL AMSL DP

Meet Bharat Shah > Worked under Harshad Mehta > Rs. 45,000 Crore fund manager > Has read 10,000+ books > 40 years of Investing wisdom Save it for later 🔖

"50% growth guidance" sounds exciting. But is it achievable? Sadhan analyzed 36 companies, categorized them by management guidance, and discussed which growth stories look credible—and which ones deserve extra scrutiny. Because in investing, the best opportunities often come from understanding the quality of growth, not just the quantity.

Interesting slide from TIPSMUSIC Public Performance Rights (PPR) could become a major growth driver for the music industry over the next few years. With industry revenues expected to grow at ~40-50% CAGR and stronger enforcement of IP rights, music labels stand to benefit from better monetisation of their content libraries and projected at ₹2,500–3,000 cr industry-wide over five years. DISC: No reco to buy or sell.

Concall pointers from the concall held on 4th June 2026 #Q4FY26 Knowledge Marine(#KMEW) Tembo Global(#Tembo) Blue Cloud Softtech (#BlueClouds) Knowledge Marine Engineering #KMEW 30-35% revenue guidance for FY27 and FY28 1400+cr orderbook with 2000+cr pipeline OPM to be between 35-40% 400-500cr capex for FY27 Exports to Europe from H2FY27 Tembo Global #TemboGlobal #Tembo FY27 guidance: 30-40% revenue growth with revenues projected to reach 1600cr 10-12% PAT margins 5-10% revenue to come from Defence segment in H2 with 30-35% margins Solar projects revenue to start from Q2/Q3FY27 Vision to do 20,000cr rev in FY30 Blue Cloud Softtech #BlueCloudSofttech #BlueCloudS Crossed 1000cr revenue for first time in FY26 FY27 guidance: 3000cr revenue including both organic and inorganic 25-30% CAGR post FY27 18-20% OPM is sustainable going forward All eyes on execution now Big guidance KMEW has a good track record of delivering as per guidance Tembo: Should track balance sheet and cash flow statements continuously

If you want to study the entire Drone Industry in India Detailed breakdown below youtube.com/watch?v=7UIkxl…

Interesting way of describing the TAM by Jeena seekho in their concall

@abdua08 x.com/bastionresearc…

Momentum investing is not about chasing stocks It’s about identifying institutional demand,liquidity, leadership early & most importantly riding your winners. Discussed this and much more in my second podcast with @_groww @iarjuntandon Do like, share & comment with your valuable feedback !! youtu.be/LWaFTYa6T-Q?si…

It was 4 pm at a plush Wealth Management office in Nariman Point, Mumbai. Arjun, 40 years old, a high-frequency trader from London, walked in straight from the airport. He was wearing a bespoke suit and carried two iPhones that buzzed incessantly with market alerts. His father, Vishwanath, a retired government clerk, had passed away a week ago. Arjun looked at his watch. "I have exactly forty minutes. I need to liquidate my father’s portfolio, sign the probate documents, and head back to the airport. I have a major opening on the London Stock Exchange tomorrow." Vikram, the family’s long-time financial consultant, sat across from him. He had a thick file ready on the desk. "Arjun, your father was a very disciplined man," Vikram said softly. "He started investing with me thirty years ago." Arjun tapped his fingers on the mahogany table. "I’m sure he was. But let’s be realistic—he was a clerk. How much could he have saved? Five lakhs? Ten? Just give me the total Net Asset Value (NAV). I’ll sign the papers, and you can wire the money to my UK account. I don’t have time for a presentation." Vikram didn't open the digital spreadsheet. Instead, he handed Arjun a small, old-fashioned leather diary and a single envelope. "Your father told me that on the day you come to 'collect' your inheritance, I should give you this first. He said the numbers won't make sense without the words." Arjun sighed, visibly annoyed, but opened the envelope. The handwriting was shaky, the ink slightly faded. "Dear Arjun, I know you are looking at your watch right now. I know you are calculating the 'opportunity cost' of sitting in this office instead of a trading floor. Son, I watched you grow up. I watched you turn into a man who knows the price of everything but the value of nothing. You always told me, 'Dad, money makes money.' But you forgot that money is also supposed to buy time. In this folder, you won't find a massive fortune. You will find something else. I have invested in 'Time.' Every year, instead of buying a bigger car or a luxury watch, I bought 'Freedom.' I have cleared the mortgage on our ancestral home. I have set aside a fund that yields exactly what you earn in a month in London. I did this so that if one day you felt tired—if your heart felt heavy from the race—you could stop. I didn't invest so you could become richer. I invested so you could afford to be 'Poor' for a while and spend time with your daughter, the way you couldn't spend with me. The compounding I cared about wasn't just interest. It was the compounding of memories. Please, don't liquidate this. Use the dividends to buy a Sunday afternoon. Use the principal to buy a peaceful sleep. Your father, who always had enough because he had you." Arjun stopped tapping the table. The buzzing of his iPhones suddenly felt like noise, not signals. He looked at the portfolio. It wasn't billions, but it was enough. It was a safety net woven out of thirty years of his father’s sacrifices—small SIPs, avoided luxuries, and quiet discipline. His father hadn't been building a "Portfolio"; he had been building a "Prison Break" for his son. The phone in Arjun’s hand vibrated again. A "Sell" alert. Arjun looked at it for a long second, then turned the phone face down. "Vikram," Arjun’s voice was thick. "I’m not liquidating anything today." "Are you going to miss your flight?" Vikram asked. Arjun looked at the old leather diary, where his father had noted down every dividend he ever received, alongside notes like "Arjun’s 10th birthday—bought 10 extra shares today." "The market will open tomorrow without me," Arjun said, a tear finally hitting the glass of his expensive watch. "But my daughter’s childhood won't wait for a bull market." The Lesson In the world of investing, we often obsess over CAGR, Alpha, and Portfolio Diversification. We treat money as a scoreboard to prove we are winning. But the greatest return on investment (ROI) isn't more money—it is Autonomy. * Real Wealth is the ability to say "No" to a job you hate or a meeting you don't want to attend. True Legacy isn't leaving behind a pile of cash; it's leaving behind the gift of "Time" for those you love. Don't just invest to retire. Invest so that your loved ones don't have to sacrifice their soul for a paycheck.

Wockhardt! What a milestone! India has seen some NCE development efforts in the past, but this is perhaps the first program to successfully navigate the entire journey, from discovery to approval, without being shelved, out-licensed, or sold along the way. A well deserved salute to Dr. Khorakiwala and the entire team behind this achievement. Hopefully, this moment marks a turning point for the Indian pharmaceutical industry’s next phase of innovation! There are already 3-4 NCE molecules are work in progress I think! Plus, some “Hum bolethe moment”. This was presented by @sidsinha123 at Hyderabad Investing Enthusiasts conference back in 2024, when the stock price was at 300-330!

Summary of Good #Q4FY26 on 27th and 28th May: Feels like a whole quarters list in just 2 days😎 That's how companies have delivered from midcaps/smallcaps/SME/Microcaps space Lumax Industries Prime Focus Afcom Holdings GP Eco Solutions Tauriun MPS SJ Logistics Sathlokhar Synergies GPPL Happiest Minds ORIANA Power SPML Infra Ashapura Minechem FDC Dharmaj Crop Guard Aditya Infotech (#CPPlus) Arman Finance Supriya Lifesciences West Coast Paper Bajel Projects Zelio EV Adisoft Technologies Vadilal Industries Cash UR Drive AVT Natural Products Speciality Medicines Danlaw Elgi Equipments Taj GVK Shraddha Prime Projects UniVastu Vinyas Innovative Technologies Party Cruisers Uday Jewellers Frontier Springs Universal Starch Kissht Hindustan insulators EPW India BCC Fuba One Point One Solutions Kapston Vinsys Medicamen Biotech Emami Paper United Heat Transfer Shivam Chemicals Shri Ajit Pulp Cummins Sukhjit Starch TVS Srichakra Ramco Industries TechKnowGreen Ashia India Glass Goldiam International IMFA Advait Energy Sky Gold Falcon Technoprojects Integrated Personnel Services Apsis Aerocom V2 Retail EFC Gaudium IVF Eighty Jewellers Vraj Iron IFB Agro Rocking Deals Nahar Polyfilms NPST SAR Tele Simplex Castings Besmutha Krupalu Metals Global Education TBZ Mahendra Realtors Marine Electricals Aspinwall Paragon FineChem Euro India Fresh Foods Focus Lighting Spectrum Talent Mitcon Consultancy Vigor Plast MCON Rasyan Sattrix Information Arihant Academy Amines Plasticisers Greenleaf Decent: Hi Tech Pipes Aegis Vopak Terminals Relaxo Footwears Ashok Leyland TBO Tek Technocraft Themis Med Time Technoplast GMR Airports Shiv Texchem Cords Cable India Nippon Renaissance Global

Unimech Aerospace - Delivered a very strong rebound quarter. With its M&A plans, the company is also working towards reducing the cyclicality associated with the tooling business. It’s not a cheap stock, but definitely one worth keeping on the watchlist.

#Axiscades don’t get disappointed due to weak results. AxisCades undergoing the biggest and boldest business transformation. Another qtr or two and things look very different but market acts much before. We have seen it in #Lauruslabs when everyone on street wrote it off, we stood with conviction. Similar story to play out in AxisCades too. Weak results due to - deferment of 142 cr revenue and 40cr EBIDTA to H1FY27 because of supply chain issues - exceptional restructuring and divestment-related charges of nearly ₹18 Cr following the sale non core business - FY26 reflected a normalized tax charge compared to FY25, which had benefited from a one-time tax Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

Pondy oxide chemicals limited #Q4FY26 #POCL Revenue 935 cr VS 537 cr 🔥🔥 +78%Y-0-Y | +21% Q-0-Q PAT 375 VS 166 🔥🔥 +125% Y-0-Y | + 6%Q-0-Q EPS growth almost 100%Up 🔥🔥 EBITDA 210 cr VS 104 cr | 100.82%UP 🔥🔥 EBITDA margin 7.12VS 5.10 🔥🔥 #POCL #Recycle