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@darvasboxtrader 2nd line absolute fact fir retailers.

Many Influencers sold #SCI today. Arre mere paaglo , kuch din m vo chalega vapas !! Resistance p lete ho, Support p bechte ho.🤣🤣 #DARVAS 🥸

@Saawankumar786 @KKRiders Is it possible that while bowling green , powell , pathirana and narin And in batting finn impact in place of pathirana?

I want just TWO changes for the #KKRvsDC clash on May 8th: ​🔄 Pathirana IN ⬅️ Vaibhav Out 🔄 Tejasvi Dahiya IN ⬅️ Powell Out ​We need Pathirana’s death-bowling at the Kotla, and Tejasvi knows these conditions perfectly. Let’s get those 2 points! 💜💪 #KKR

@maneeshsaxena Bhai he is Raghuvanshi 😄

Fifty up for Suryavanshi! A solid knock 50 off just 39 balls, building the innings with class and composure #Suryavanshi #HalfCentury #IPL2026 #KKR #CricketTwitter #InningsBuilder #BattingMasterclass

@mohak_ailani Well can it take support near 3000? 10% down on Q42025

#Waareener Waaree Energies Path from 3000 --> 4500 A good R:R here for next wave3

@nid_rockz @yashkarishma Yes when I asked he replied maybe and Q2Q margin matters for any stock price.

@yashkarishma Never wrote waaree Energies number was blockbuster bdw

Good #Q2FY26-16/10/25 post 8pm 2 solar related names: Waaree Energies #WaareeEner #WaareeEnergies Blockbuster Q2FY26 🔥 Record quarter with highest ever revenue, EBITDA, PBT and PAT in comps history Solid QoQ and YoY uptick Rev at 6065cr vs 3574cr, Q1 at 4425cr PBT at 1231cr vs 498cr, Q1 at 943cr 32% QoQ growth More than 2.7x YoY PAT at 878cr vs 375cr, Q1 at 772cr Higher tax paid this quarter OCF at 574cr vs 1493cr Solid orderbook Vikram Solar #VikramSolar EBITDA ⏫226% with OPM at 21% vs 12% Big capacity coming up in Q4 and next phase in FY27 Flat QoQ, Q2 is seasonally lean vs other qtrs Rev at 1110cr vs 572cr, Q1 at 1133cr PBT at 185cr vs 11.4cr, Q1 at 182cr PAT at 128cr vs 7.3cr, Q1 at 133cr H2 should be much better OCF at 513cr vs -223cr Orderbook at 11.15 GW Q2 module sales at 784 MW⏫189% 84% utilization Monsoon related logistical challenges in Q2FY26

@adi408b Balu forge aeroflex both looking good but Nalco punished

#CNXMETAL Index @ Resistance of TL . Closed good Rukega Nahin ? #AEROFLEX #ALUFLUOR #BALUFORGE #BHAGYANGR #GALLANTT #GMDCLTD #HAPPYFORGE #JAYNECOIND #PRECWIRE #RAMRAT #SAIL #STEELCAS #WHEELS Disc: No Recommendation !! #Trading #StocksInFocus #StockMarket #Swingtrading

@swing_blaster Because stock doesn't look back while moving down, but when it's the other way there are resistance, breakout retest , supply zone etc..

CDSL at ₹1900 = everyone loves it 😍 CDSL at ₹1100 = no one wants it 😴 HDFC Bank at ₹1100 = everyone loves it 💙 HDFC Bank at ₹800 = no one wants it 😶 HAL at ₹5550 = everyone loves it 🚀 HAL at ₹3500 = no one wants it 🥶 Investor psychology is interesting 🧠📉 Price goes up → confidence goes up 📈 Price goes down → fear takes over 📉 Smart money does the opposite 😉

@investor_sr33 Average kar le kya , ya phir 2900-3k levels ki watch kare?

Waaree isn’t just expanding… it’s integrating the entire energy stack. → Polysilicon (raw material control) → ₹3,900 Cr glass capex → Entry into transmission infra → BESS + storage bets → Global capacity expansion This is a full-stack energy play being built in real time.

@nid_rockz I'm also a contra indicator Lackluster>>blockbuster

@indiequity Should be

Emmvee Photovoltaic Power #Emmvee #EmmveePV Q4FY26 PAT > FY25 PAT Crazy execution with timely capacity addition Blockbuster Q4FY26 👏 Highest ever revenue, EBITDA, PBT and PAT in comps history Solid QoQ and YoY uptick across all parameters with big growth QoQ and YoY Rev at 1738cr vs 1071cr⏫62% Q3 at 1152cr⏫51% EBITDA at 571cr ⏫58% YoY ⏫38% QoQ OPM at 33% vs 34% PBT at 484cr vs 252cr Q3 at 322cr PAT at 392cr vs 207cr⏫89% Q4 at 263cr⏫49% FY26: Rev at 5049cr vs 2333cr PBT at 1337cr vs 482cr PAT at 1081xlcr vs 369cr OCF at 200cr vs 625cr RoCE 38% RoE 51% Net cash company Orderbook increased to 9.4 GW 1.27 GW inflows during Q4FY26 Module capacity enhanced from 6 GW to 10 GW Installed capacity: 10.3 GW modules 100% TopCON 2.94 GW cells Cells utilization at 79% during Q4 New capex: 6 GW integrated cell+module capacity To take Total capacity to 16.3 GW module and 8.94 GW for cells by FY28

@shashank_jha_12 Good analysis but Market Also judge quickly as it saw the margin pressure 10% down very next day.

Waaree down 10%. Opportunity or trap? Comparing Waaree, Vikram, Premier & Emmvee👇 youtu.be/hz1r0AdQ1-0 #StockMarketIndia #Multibagger

@ThinkWithSaurav @J78Pj Margins (23%) are expected by the Company itself or the analyst?

The stock might see a mixed reaction tomorrow. While the 71% profit jump and doubling of revenue are huge wins, the market will notice the EBITDA margins slipping from 23% to 18.6%. Even with massive growth, cost pressures are starting to hit, with a massive 60k Cr order book and a plan to raise 10k Cr for expansion, it’s a tug of war between high growth and narrowing margins. It’ll be a volatile, watch if the market focuses on the big numbers or the margin dip.

Waaree Energies 1. What does the company actually do today? The company is one of India’s largest solar module manufacturers as you know, it produces and sells solar panels across domestic and international markets, along with EPC and service work. Revenue (₹14,000+ crore FY25, ₹22,000 crore TTM) and profit (₹1,900+ crore FY25) are largely coming from module sales, exports (especially US), retail distribution, and EPC. So current earnings are fully driven by the solar module ecosystem. 2. How much of the business is BESS today? BESS contribution today is negligible in revenue and profit terms. The company has started entering BESS and even won a small order (10 MWh), but there is no meaningful revenue yet. So BESS is still early stage and not contributing to earnings today. 3. Where does the company sit in the BESS value chain? The plan is to be fully integrated from cell to battery pack to container-level solutions. But currently, it has no operational scale in BESS. It does not yet control large-scale manufacturing or execution in this segment. So positioning is future integrated player, but current presence is minimal. 4. What is the core business model? The business is product based manufacturing supported by EPC and distribution. Revenue comes from selling modules, executing projects, and retail network sales. This creates repeat demand, but still depends on continuous order inflow. It is not annuity-based, and a large part of revenue is project or order driven. 5. What is the quality of revenue and visibility? The company has a very strong order book (₹60,000 crore) and large pipeline (100+ GW), which gives strong near to medium-term visibility . However, revenue is still execution-based. Orders need to be delivered and depend on project timelines. So visibility is strong but not fully predictable like annuity income. 6. What is the execution status? Core module business is fully operational with large capacity (20+ GW) and strong execution track record. New segments like cells, wafers, BESS, inverters, and transformers are under execution with clear timelines (FY27–FY28). BESS specifically is still in early build-out stage. 7. What will drive margins in this business? Margins are currently driven by scale, export markets (especially US), and premium segments like retail and EPC. Future margin improvement depends on backward integration (cells, wafers) and moving into higher-value segments. But base module business still remains competitive and price-sensitive. 8. What is the financial strength of the company? The company has strong profitability and operating cash flow generation (₹3,000+ crore CFO in FY25). At the same time, debt has increased (₹2,900+ crore) due to expansion. So financial position is strong, but capital deployment is increasing alongside growth. 9. How capital intensive is the business model? This is a highly capital-intensive business, especially with full backward integration and new areas like BESS. The company has announced very large capex (₹25,000+ crore overall plans including BESS ₹10,000 crore) . So growth depends heavily on continuous capital investment. 10. What are the key risks in this business? Pricing pressure in modules is a key risk since it is a competitive global market. Execution risk is high due to multiple large projects running together (cells, wafers, BESS, US expansion). Policy changes and global trade dynamics (like US tariffs) also remain important risks. 11. What are the key triggers and timelines? Near-term triggers include execution of large order book and continued export growth, especially in the US. Medium-term triggers are commissioning of cell, wafer, and BESS capacities (FY27–FY28). These will decide whether the company successfully moves up the value chain. 12. What is management saying vs what is visible? Management is positioning the company as a fully integrated energy platform — covering modules, cells, wafers, BESS, hydrogen, and power infrastructure. The narrative is of becoming an end-to-end energy transition player . What is visible today is still largely a solar module-driven business. Revenue and profit are coming from modules, EPC, and exports, while new segments like BESS and hydrogen are still under development and not contributing meaningfully. 13. What is the real variable to track here? The company is currently generating strong earnings from modules, supported by scale and export demand. At the same time, it is deploying large capital into integration and new segments. So the key variable is whether this capital allocation actually converts into future profits, or if returns remain dependent on the core module business.

@ranu5 3235 on 24th April

#waareener requested chart* CMP 3438 Made a big base and trying for Bo so keep an eye . As of now trading above 50/200 ma so looks good on chart. What do you think will it give strong Bo on chart this time or fall like before ? 🤔 expected level 4557 based on current base and only applicable after confirmed Bo. Retrace levels 3307, 2869, will it touch these levels or not ? What ur views? Disclaimer no buy sell recommendation #stockstowatch

@KKRiders Well next Sunday up against #SRH so be prepared 155 won't stand against ishan, abhishek , klassen and reddy.

+2 Points ✅

@ranu5 Levels touched 24th April

#premierene requested chart* CMP 1003 After listing its in downtrend, struggling to break TL but this time it’s trying hard, let see weekly candle will sustain above this TL or not? As of now trading above 50/200 ma so looks good on chart. Congestion at 1098, what do you think will it cross this level or get electric shock ⚡️? 🤔 retrace levels 973, 945. Disclaimer no buy sell recommendation #stockstowatch

@adi408b Asterdm has better volume for trading.

#SAKAR 629 & #ASTERDM 705 Hv been My Fav in Hospital space to #trading Disc: No Recommendation !! #Trading #StocksInFocus #StockMarket #Swingtrading

@WasimJaffer14 If he wouldn't have played 84(49) against the USA in the world cup 2026 match was long gone, india would have stranded with 6 left handed batsmen.

SKY is getting trapped in similar fashion again and again. Teams set field for that restricting his leg side and behind the wicket shots. He needs plan B. Maybe go straighter or hit over covers. Don’t be predictable. Too good a player to get caught in the same trap. #MI #ipl20206

Today is the hippest day for holding stocks

@Mehuljari007 today closed exactly after an upmove

We are at 1343 #ANURAS

@TechFundaVision #Nalco ??

I am accumulating this Gem. Can any one gauge this? Image is Ratio Chart.