Sabitlenmiş Tweet
Kumarpal raichand
830 posts

Kumarpal raichand
@kum_8
Seen ups and downs of stock markets,still learning
Adoni, India Katılım Şubat 2010
515 Takip Edilen452 Takipçiler

This company has just dropped a bomb 💣
₹2.4 LAKH CRORE order book.
That's not a company. That's a pipeline.And the market finally noticed 🚀
MFs bought this hard.
Holding: 8.84% → 12.88% in ONE quarter.FIIs also loaded up.
When smart money moves like this,the chart follows.
Here's what triggered it 👇
✅Reported provisional turnover of ₹32,500 crore for FY26 ,18% YoY revenue growth along with ₹75,000 crore in fresh order inflows for the year.
✅ Record Order Book
The total order book now stands at a record ₹2.44 lakh crore, giving multi year revenue visibility.That's the real rerating trigger, not just one good quarter, but visibility for years.
✅ Nuclear Energy Story
It is one of only a few Indian companies capable of handling reactor island EPC contracts worth ~₹10 crore per MW. India's target of 100 GW of nuclear power by 2047 means sustained order pipeline for years to come.
✅China Import Relaxation = Margin Tailwind
The government has allowed it to import 21 critical input materials from China including CRGO coils, forgings, seamless pipes & bushings.
✅The stock hit a 14 year high of ₹339 on April 23, gaining for 12 straight sessions ,up ~38% during the period. It now trades at its highest level since November 2011
Imagine holding ₹2.4 LAKH CRORE worth of orders.Revenue visibility for the next 5+ years.Tbis giant just revealed this number last week.
Did you spot it before the 35% run? 👇
🅐 Spotted & entered early ✅
🅑 Saw it, didn't pull trigger 😬
🅒 Missed completely 😭
🅓 Wait for pullback 📉
#nifty #nifty50 #sensex #stockmarket #banknifty #StocksToWatch #giftnifty #StocksInFocus #stocks #watchlist #investment

English
Kumarpal raichand retweetledi
Kumarpal raichand retweetledi

✍️I am jumping into big assignments from today,
Had been studying the Shipbuilding space and now is the time to share my study,
I short listed total 8 companies
1. Cochin
2. Kirloskar oil
3. Goodluck
4. SEAMEC
5. ISGEC
6. Swan corp
7. Marine electric
8. Knowledge marine
This is not going to be any AI generated series,
This will involve lot of my hard work
And I am happy to share
None of these companies will be Buy/Sell Reco

English
Kumarpal raichand retweetledi

Fundamental Analysis Series 101
Post No. 1
✍️How we can learn investing and improve our skills
🔵Equity Investing ;
Important to note that do not go into many tools and instead master in few of them
1. Screener.in – Quick financial snapshot, ratios, P&L and balance sheet (simplest)
2. Tijori – Business model, segment-wise insights, risk flags
3. Twitter (X) - Real time updates + some thought processes of other investors
Note: These three tools are enough
What to look for :
This is very big topic but I can try summering it
Step No.1 :
Check the key metrics (must check)
1. Market cap
2. ROE / ROCE
3. EPS growth
4. Past years sales growth
5. Price to book
6. ROA (in case of BFSI)
7. P/E and PEG
8. Free cash flow
Step No.2
Check Quarterly numbers
1. Compare the sales are higher then previous Qtr
2. Check the sales are increasing QoQ
3. Check the Operating margins %age going up or down
4. Check the EBITDA and check the PAT going up or down
Note: compare QoQ and also YoY
Step No. 3
Check the cash flow statement
(Big topic) but atleast check if company is making operating cash flow
Step No.5
Check balance sheet
(What to check in brief)
1. Assets are going up or not
2. Reserves are going up or not
3. Borrowings are going up or down
4. In the other assets cash is accumulating or not
Step No. 6
Read the red flags from website like Tijori and dig deep to find out why it is red flags
Will add more in post No.2…
English
Kumarpal raichand retweetledi

I have been posting about hind copper from long back
From about 200 levels
Remember- Hind copper is only the company in India to have full backward integration from mining the copper to processing and to the final production in forms of rods and bars of copper
Copper is direct proxy to EMS and EV
Sachin Chaudhari@suryachaudhary1
Were you surprise to see todays move of Hind Copper ? I was not ! Have been posting on Hind copper for 2 years now My pointers below from their PPT (sept’25) 👇 Disclaimer: Invested
English






















