Venkat

@rohaninvestor Could you please provide a list of potential names that could be studied?

The next two years will deliver stories that sound impossible today: 10x in 24 months. 5x in a year. 3x in 6 months. Screenshots will flood your timeline. How to find next multibagger stocks: You won't find them on trending lists. You'll find them in ignored sectors, sideways charts, and quarterly results nobody is reading. – Earnings recovering – Capex cycle turning - Credit growth reviving - Smallcaps cooling off – Liquidity returning 100-baggers of 2020-21 were available in 2018-19. 100-baggers of 2027-28 are available right now. The next 24 months will create returns that takes a decade to replicate.

@SunitXing Total portfolio size is ~74 lakhs?

📊 Portfolio Update: April'2026 (Mainboard 18%, SME 82%) - 1️⃣ Oriana Power - 25.50% 2️⃣ Quality Power - 16.80% 3️⃣ GSM Foils - 12.35% 4️⃣ Felix Industries - 8.80% 5️⃣ Viviana Power - 8.75% - 6. Aimtron Electronics- 6.35% 7. Cosmic CRF - 6.20% 8. Akiko Global - 5.00% 9. Kalyani Cast Tech- 2.30% - 10. Sugs Lloyd - 1.90% 11. Sunita Tools - 1.90% 12. Parth Electricals- 1.85% 13. E2E - 1.30% 14. Rajesh Power - 1.30% - ➕Added more Aimtron post results. Will buy more if the stock price falls below ₹1100 level. The growth projection, sector tailwind, below 1 PEG valuation make it attractive at that level. ➕Added E2E for long term holding. Valuation seems good. Not so expensive on forward EV/EBITDA basis. - ⚠️Disclaimer: Please don't buy or sell shares based on my portfolio stocks. Please do your due diligence before investing.

@srir54 Thank you sir

@VishnuVenkat_7 Posted by result outlook sir, I will always have this stock in my pf its hard to find 40% yoy compounders in decadal sector themes.

Key action for the day - #Rajeshpower results. Expecting a strong set of numbers. Lets see

@srir54 Sir, here 'done' means strong set of numbers done or you are done with the company?

@VishnuVenkat_7 done

@TheeHungryNomad H2 PAT is 79Cr, what's your take on this?

Rajesh Power results tomorrow. Will be disappointed if they don't do more than than 90-95cr PAT in H2.

@srir54 How about Alpex sir?

April has been good to pf with decent rallies in most. The following I expect to have more steam once they declare their FY26 nos (Q4/H2) and are still far from fair value 1. #RajeshPower 2. #orianaPower 3. #Airfloa 4.#Afcom 5. #Danish 6. #Sugslloyd 7.#Maxvolt 8. #SJlogistics

@ruchirkanakia Is HDFC Ergo good in your opinion?

@VishnuVenkat_7 hdfc, tata and icici

I have filed ombudsman complaints, escalated to IRDAI, and gone to consumer court on behalf of customers whose claims were rejected. I have won cases insurers assumed were closed. Ask me anything about insurance claims in India!

@ruchirkanakia No PED for any family member

@VishnuVenkat_7 Please mention any preexisting condition you may have and we will be happy to help

@ruchirkanakia Any suggestions on tier 1 companies?

@VishnuVenkat_7 Please move to a tier 1 company here. Star is not the best product out there

@drprashantmish6 @jitenkparmar @policybazaar @CareHealthIndia Sir, which one is best for health and term insurance. Please let me know. Thank you

@jitenkparmar @policybazaar @CareHealthIndia Care is pathetic whether you buy from policy bazaar or from agent .

Never ever take a travel policy from @policybazaar I took a @CareHealthIndia travel policy from Policybazaar. My flight from Dubai got delayed by more than 4 hours (Jan 2026). I put in a claim as > 4 hours delay, a compensation was to be paid as per policy document. And then the nightmare started. They asked for some docs, which I sent. Policybazaar RM follows up. They keep calling that Care Insurance requires more docs. I tell them it is too much an hassle and I don't want to pursue the claim. But they pursue me to send the docs and they will do the followup with Care. Policybzaar keeps calling and I do give the docs. All that are required. As claim amount is not worth the docs they keep on asking everytime, I decide not to pursue. Care keeps asking for already sent documents. Policybazaar has no clue. Each time different RM calls. I tell them don't call me. But I keep getting calls. And Care keeps sending mails and SMS asking for docs already submitted. It seems Care doesn't want to pay. Fine, I have learnt my lession. I will never buy again from Care and Policybazaar. I don't want the claim. Stop the harassment. Please don't call me again.

@TheeHungryNomad @nid_rockz So 1000Cr PAT then, that's phenomenal, waiting for 2028

@VishnuVenkat_7 @nid_rockz Even if we tell, you won't believe it. :) They said 2025 topline can become 2028 bottomline.

Oriana Power #Oriana #OrianaPower CAGR: Revenue: 5 years 115% 3 years 100% TTM 108% PAT: 5 years 189% 3 years 183% TTM 138% RoE: 5 years 51% 3 years 51% Last year 48% H1FY26: Rev at 781cr vs 259cr⏫2.17 EBITDA at 181cr vs 78cr PAT at 122cr vs 49cr⏫2.5x D/E at 0.49x vs 0.69x P/E fell from 50-60x to 18x TTM with H2 yet to be declared H2 is heavier vs H1 So growth momentum should continue PEG ratio at 0.1x EV/EBITDA at 12x

@AnuragY010693 Thank you

@VishnuVenkat_7 Abhi support toota nhi hai fully. Next is around 1500 Then 1250 Then March lows of ~1000 sadly

Oriana Power is a fraud company Insolation Energy is fraud Rajesh Power is fraud I can already see people shifting to this narrative again (just like last year) :) Personally I just feel SMEs ka waqt kharab hai - Time heals everything

@sriranganek Thank you for the list, Sir. Holding Afcom, Oriana, Rajesh and KPGEL from this list. Any views on Alpex sir?

Many high growth names are available at unbelievably lower multiples. People are either worried about the current sentiments or panic selling n moving to momentum trades to recover the loss But hardly a few can afford to invest on quality names keeping 1 to 2 years horizon. A few good compounding names for study purposes.. I am holding some or many of this list and no buy or sell reco. I didn't included much of defense, pharma and EMS names, but their mid term outlook looks intact n bullish. Defense will get the highest budget for the next few years and ship building/navy theme especially submarines n proxies will grow multifold times. Defense and AI along with Datacenter n power transmission will have durable tailwinds. Afcom Airfloa Aimtron Fabtech Lakhsya Matrix Geosolutions Pace Digitek Rajesh power Yash Hivoltage Websol/ Saatvik Felix PIGL Oriana Suba Hotels Srigee Atlanta Electricals Narayana Hrudalaya Himadri Specialty Chem Sathlokar Utssav CSB Bank Influx Healthcare KPGEL Anantraj Maxvolt The list goes on. Not a buy or sell reco. Sharing for study purposes and DYOR before investing

@grok @GuruShareMarket Hey @grok thanks for that, both look very promising. What's your take on Oriana power, Alpex solar and KPGEL

Afcom Holdings (air cargo): At ₹874, PE 26.9 seems reasonable given 136% TTM sales growth & aircraft expansion. TAM in India's logistics sector is expanding (e-com boom), with strong demand. Future looks positive if aviation grows, but monitor debt. Rajesh Power Services: At ₹1,025, PE 15.7 is attractive vs. 276% TTM sales surge & renewable projects (BESS, solar). Power TAM huge amid India's green push; high demand for EPC. Promising outlook, watch execution risks.

Hey @grok What do you think about Afcom holdings & Rajesh powers future considering current price, PE, TAM & demand.

@samisosa1234 Good time to accumulate then :)

Afcom - Absolutely no response to the plane arrival :(

@investor_sr33 Seriously? Where?

Single digit AQI