Radha Brahmin

15） Himadri Speciality Chemical

14） Yash Highvoltage

15 STOCKS AROUND BREAKOUT LEVELS TO STUDY PRICE ACTION AND TRACK 📈🔥📊 The names of all 15 stocks are given below in the thread 👇🧵

📊GE Power India Ltd.（NSE：GEPIL） The stock trended lower throughout the trading sessio Regarding the short-term outlook, the 810 level warrants close monitoring; acting as a support level, a break below it could accelerate a decline toward the 780–790 range #GEPowerIndia #NSE

@Asset_Architect Yes please

Not every day you find a stock breaking out after 7 years. Not every day you find the business improving at the exact same time. Yesterday, I found both in one company. To me, this has the ingredients of a potential 300% turnaround story. 🗿📈 Should I reveal it? 👀❤️

BALAJI AMINES Annual report 2026. #BalajiAmines Massive Capex Cycle Entering Monetization Phase that's what I could conclude. -Projects already commissioned Methylamines plant (88,000 TPA) completed first full year of operations and is already improving margins. MIPA (Isopropylamine) plant commissioned in FY26. Electronic Grade DMC commissioned in May 2025. Balaji claims to be the sole domestic manufacturer supplying EV battery applications. -FY27-FY28 Product Pipeline (Biggest Growth Trigger) DME (Dimethyl Ether) 1,00,000 TPA plant. Commissioned in Q1 FY27. Claimed to be India's first commercial-scale DME plant. Potential beneficiary of LPG blending programs and industrial/aerosol demand. NMM (N-Methyl Morpholine) ~5,000 TPA. Commissioning planned during FY27. ACN Expansion (Acetonitrile) Greenfield expansion at Unit III. BSCL Unit-I and BSCL Unit-II (Mega Project) expects commissioning around September 2026/H1 FY27 and Q4 FY27. -EV Battery Theme Management is strongly positioning Balaji Amines as an EV chemical supplier. Electronic-grade DMC is already commercialized. Customer approvals and initial commercial orders are underway. Commercial engagement has begun with electrolyte manufacturers serving lithium-ion batteries. Export-linked demand validation is also underway. This could become a significant re-rating trigger if Indian battery manufacturing scales up. -Import Substitution Opportunity A recurring theme throughout the annual report: Management's philosophy: "India is importing something it should be making. We design it, build it and supply it." Many upcoming products are import substitutes: MIPA, DMC, DETA, TETA, Piperazine, HCN, Sodium, Cyanide, EDTA, DME, etc. -Management Guidance: FY27 Guidance Management explicitly guides: Volume growth: 10–15% EBITDA margin: 22–23% Medium-Term Guidance As DME, NMM, ACN and BSCL projects ramp up: Volume growth expected: 20–30% FY28 Could Be the Inflection Year Management directly says: FY28 will be the year shareholders begin to see the full revenue and margin impact of the preparation. -End Market Tailwinds Identified by Management Management specifically highlights future demand from: EV batteries Energy transition Pharma self-sufficiency Agrochemicals Mining chemicals Solar ecosystem -CONCLUSION: The biggest value drivers over the next 2 years appear to be: DME commercialization. BSCL Unit-I commissioning (EDA chain). BSCL Unit-II (HCN, Sodium Cyanide, EDTA). Electronic-grade DMC scaling with EV batteries. ACN expansion. NMM commissioning. Operating leverage from already completed capex. Management's stated expectation of 20–30% medium-term volume growth. The report repeatedly points toward FY28 as the year when the full earnings impact of these projects should become visible. -END Not a Buy Sell recommendation. Annual Report Link: bseindia.com/stockinfo/AnnP…

@microcp2mltibgr This is the kind of analysis that comes from a professional—it is well worth learning from.