Nitin Jain

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Nitin Jain

Nitin Jain

@palindromename

Father | Investor | Learner | MBA | ex-Stonecap Securities, Walmart

Pune, India Katılım Haziran 2015
184 Takip Edilen114 Takipçiler
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Nitin Jain
Nitin Jain@palindromename·
The negatives now priced into IT are pretty significant: 1. Current & near term slow growth 2. 'Potential' negative impact of AI on IT revenues 3. H1B visa fee hike 4. Slow growth guidance from large players like Accenture Still untouchable or an opportunity is emerging now?
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
Must study the micro finance stocks, entire sector is turning around xnd looking good. 1. Suryoday small 2. Utkarsh small 3. ESaf small 4. Satin credit 5. Muthoot microfinance 6. Spandana 7. Fusion micro finance 8. Mas financial 9. Jana small 10. Aye Finance 11. Ujjivan 12. Credit access.
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Sagar
Sagar@Pixel_Stripes·
He once flew flaunting his wings for the kings. Now he perches alone, carrying the weight of every broken promise avoiding being caged. Colourful wings in golden light finally seen in the wild. Some flights make memories like never before.
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Nitin Jain
Nitin Jain@palindromename·
@gaurravbhrdwj We spotted MV3 with 2 cubs last month in Kanha's Mukki zone
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Gaurrav bhrdwj
Gaurrav bhrdwj@gaurravbhrdwj·
Today, let’s talk about a tiger from Kanha whose name is DB-3 (third cub of the Diwanbehra female). Tiger is one of the most prominent and powerful male tigers currently in Kanha’s Mukki Zone. This tiger is of very large size and is also highly territorial. He is frequently seen patrolling the Mukki zone of the forest and often appears before tourists. He has fathered cubs with several tigresses. Among them, the main tigress is DJ (Dhawajhandi female), with whom he has produced many cubs that are now ruling the jungle. One of those cubs is DJ-9, who was roaring loudly this morning to call her mate for mating. This tiger displays a calm and friendly behaviour towards tourist vehicles, which is quite normal for a mature tiger living in a tourism zone. #tigerinindia #tigerhistory #kanhatigerreserve #bigcatstories #satpuramountain #tigerprotection #wildlifeofindia Tiger-DB-3 video and tigress DJ picture
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Intrinsic Compounding
Intrinsic Compounding@soicfinance·
When the stock is in a strong theme- one offs are forgiven in results. If the stock is in a weak theme- one offs are ruthlessly punished. One of the learnings from this results season :)
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Nitin Jain
Nitin Jain@palindromename·
@EquityValueIn What is +ve is gross % improved and ebitda % stayed flat unlike M&B and analyst expectations. Ex of other income, there is decent growth in difficult circumstances. Need to wait for the ppt for other details like order book etc
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ValueEquity
ValueEquity@EquityValueIn·
Interarch Building Solutions Q4FY26 numbers , flat as expected and had written just yesterday below , at peak utilization , they will unlock more capacity in the next 6 months
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ValueEquity@EquityValueIn

Interarch Building solutions , 102 crores single order , I think this is the largest order they have received , they are trying to sell out incremental capex that is going live this year end now only I think ! Tells you about demand ! I don't have high expectations from this quarter considering capacity constraints ( 99% ) so keeping it low on expectations , but headed in the right direction in the long term ! disc: invested and biased at 1180 , no fresh reco , no financial advice

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StockScans By SOIC
StockScans By SOIC@stockscansin·
Concall Highlights - Bharat Forge Ltd. 1. The Defence + Aerospace pivot is the core re-rating thesis. Of FY26's ₹4,814 Cr in new business wins, Defence alone was ₹2,816 Cr (~58%) and the Defence order book now sits at ₹11,000 Cr with 3–4 year visibility (FY26 Defence revenue: ₹1,562 Cr). - The pipeline includes ₹2,800 Cr for ATAGS + CQB carbines, with ATAGS production starting H2 at 5 guns/month. 2. Overseas restructuring + Premji-Invest decoupling are big underappreciated levers. Europe (₹3,865 Cr revenue) and the US (₹1,534 Cr) are stuck at 4% and 3.5% EBITDA margins respectively. Management has now initiated a formal wind-up of CDP Bharat Forge (German steel), targeting full closure by end of CY27 over a 15–18 month solvent liquidation this should drive a meaningful drop in overseas subsidiary losses next year. 3. CAPEX deployment, a strategic EV write-off, and an FY27 inflection. ₹800–850 Cr capex planned over the next 15–18 months across forging, casting, defence, and explosives platforms. Interesting Management Quotes - 1. "Aerospace is our fastest-growing vertical with margins above the corporate average we're targeting >₹1,000 Cr in 3 years, anchored by our first Indian-supplier status with a major global OEM." 2. "FY27 will be our highest consolidated growth year aerospace and defence revenue ramps are back-ended toward the next fiscal." 3. "ATAGS production starts in H2 at 5 guns per month, and CQB carbine production follows. We're also rapidly developing 40–150 kg thrust jet engines for unmanned platforms manned-platform engines are a 5–10 year horizon." Disc: Not a Buy/Sell Recommendation.
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StockScans By SOIC@stockscansin

Q4FY26 Results – Bharat Forge Limited Rev. growth: 17.5% YoY & 4.3% QoQ OP margins: 17.2% in Q4FY26 vs 17.7% in Q4FY25 PAT growth: -17.4% YoY & -14.4% QoQ Result Highlights- - Defence segment revenue surged to ₹416 Cr in Q4FY26 compared to ₹284 Cr in Q4FY25, reflecting strong execution and increasing contribution from defence manufacturing initiatives. - Forgings business contributed over ₹3,647 Cr revenue during the quarter, continuing to anchor the company’s growth across automotive and industrial applications globally. - Profitability was affected by exceptional charges linked to electric mobility business impairment, German subsidiary restructuring expenses and labour code-related provisions. - The company recorded impairment provisions in Kalyani Powertrain amid slower-than-expected EV adoption globally, indicating a cautious and calibrated approach towards the electric mobility segment. Management Commentary: “Despite macroeconomic challenges globally, the company delivered healthy revenue growth supported by strong execution across key businesses.” “The defence business continues to scale meaningfully and remains a key long-term growth driver for Bharat Forge.” “We remain focused on operational efficiency, strategic restructuring and investing in future mobility and advanced manufacturing opportunities.” Disc: Not a Buy/Sell Recommendation. #Q4Results

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Nitin Jain
Nitin Jain@palindromename·
@a_basumallick But they have been doing this for 2yrs now..you may check their concalls
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Abhishek Basumallick
Abhishek Basumallick@a_basumallick·
Real estate companies are looking to monetize Land parcels by sale to Data centre companies - Palava is emerging as a data centre Park for #LODHA #Q4investorppt
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Nitin Jain
Nitin Jain@palindromename·
@Pixel_Stripes I think Dhole are even worse. They start tearing and eating the prey even while it's alive
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Sagar
Sagar@Pixel_Stripes·
The easiest death in the wild is given by a Tiger. One neck hold and you are gone even before you realise but when an elephant kills you, your body is not taken away, it’s gathered!!
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Nitin Jain
Nitin Jain@palindromename·
@InvesysCapital Overvalued se dar nahi lagta saab..dar lagta hai shortage of AI plays se
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Zafar Shaikh
Zafar Shaikh@InvesysCapital·
Only undervalued market on 5 YR Average PE Ratio
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Ajay Joshi Chemicals
Ajay Joshi Chemicals@JoshiEien·
China’s “anti-involution” in chemicals is not about reducing supply. It’s about replacing old plants with new ones. e.g. Wanhua (world’s largest MDI/TDI producer) shut down ~1.5 million tonnes of 20-year-old capacity. Not to exit. To replace it with a brand-new 2 million TPA integrated MDI/TDI complex. Old out, new in. Net capacity? Up, not down. This is capacity modernisation disguised as rationalisation. At AJC, we’ve seen this movie before. Remember “China+1” during Covid in 2021–22? Markets celebrated prematurely. China came back stronger. Don’t make the same mistake with anti-involution. The factories aren’t closing. They’re upgrading.
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Nitin Verma
Nitin Verma@itsnitinverma·
GRCL's concall was great yesterday.👏👏 I was writing down as management was speaking. Attaching hand written notes also(please don't mind handwriting as was writing very fast with management's speech) 1- EBITDA margins are sustainable and can improve further. 2- No capex required to achieve full utilisation of plant 2.  3- Plant 2 - 80% utilisation can be achieved in next 1.5 to 2 years.  4-Across new verticals first and more focus is on bridge pads due to huge revenue potential  5- Have agreements with smart meter companies till 2030. Companies need specialized rubbers which only few can provide. We are sort of monopoly supplier to smart meter companies. Even if they want to diversify it won't be problem for us because we are already in talks with SecureMeters(who does 90% export) and Adani also.  6-Looking for export also in 2027. 7- Raliways pads are also our main focus . There are 70 odd companies registered with railway but only 15-17 are active. Rest are blacklisted due to non supply and other reasons. We have good reputation and relationship with Railways. Our vendor rating is 92 while competitors have 50-55 sort of ratings. So good chances od getting orders dor Raliway pads also. 8-Cash flow was diverted to inventories as there was shortage of raw material due to war situation and also price hike in raw material.  9- With railways we once we fill tender we can't pass on the increased raw material cost. For new tender we can pass the cost to railways. With others we can pass on the increased raw material cost immediately. 10- For this year PAT margins will be in the range of 14-17%. 11-We prefer tenders where margins aee good.  12-Not looking for capex as still there is capacity left.  13- Summers have some labour Shortage due to excess heat that's why H2 is better than H1 for us. In 2023 we had 15-20 labours. Now we have 80.  14- Railways are shifting to specialized rubbers from normal rubber . It is decreasing competition as only few players can provide specialized material.  15- We keep our rates high still we get orders because of high quality and ratings in Raliways.  16- Projected guidance for 2 years intact. #GRCL
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Nitin Verma@itsnitinverma

Gayatri Rubbers and Chemicals (#GRCL) My largest holding & highest conviction company 🤩 Relatively unknown company with great future. ✅🙏 Disc : I hold 2.33% of company and have increased stake 4 months back 💪🙏 My reasons for investment in #GRCL : Honest, hardworking promoters who underpromise and over-deliver every time 🙏 I have done factory visits and attended physical AGM. GRCL's PAT has almost doubled this year and it is growing at 83% CAGR since listing(last 3 years). 🥳 Company's PAT margins are close to 13.4%. A company growing at this pace every year with good margins & excellent promoters should trade at comparatively high valuations. GRCL: The Non - Tyre rubber company. A company to ride Railway , Smart Meters , Water/Gas meters , Infrastructure , Automobile etc themes simultaneously. GRCL makes speciality rubber products which are used in Indian Railways, Smart Meters , Automotive and Architectural sectors. It is not a commodity or cyclical business. It makes speciality rubber products. 😊 Their 2 speciality high value products - 'Intercar Gangway' and 'Absorption Strips' are used in Vande Bharat and other trains. They have recently entered into silicon mobile holders to be used in trains. There are 75 different kind of rubbers used in trains. GRCL makes 65 out of those 🤩 They are planning to venture into 5 new verticals- 1- Rubber pads 2- Bridge pads 3- Solar T shaped Rubbers 4- Gas /Water meter rubbers 5- Pipes Company is constantly shifting to high margin products which is visible from its profitablility growth. For FY27 , management has guided for 55cr+ topline and 9cr+ PAT (more than 60% growth) For FY28 the guidance is 70-80cr revenue with 14cr+ PAT(150% growth 🫡) I am sure they will beat this too like they have been doing till now . After listing they gave PAT of 91L(FY23) and in just 3 years they have reached 5.6cr PAT(FY26) . Growth 🤯 Key fundamental features of company - ROCE -40% ROE -33% Almost debt free. Promoters have recently increased stake to 74.06% . Technical perspective - Stock is looking to breakout after long consolidation and making inverse H&S . This is a boring evergreen business which is constantly growing under the guidance of best management I have seen till date. The management is doing concall tomorrow at 4pm. They recently did concall organized by Arihant capital. Note : Illiquid stock. Not a buy/sell reco. Just for educational purposes. #GRCL #GayatriRubbers #Investing

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Nitin Jain
Nitin Jain@palindromename·
@ishmohit1 As per some experts, rising steel prices were going to cripple the margins of that PEB co
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Nitin Verma
Nitin Verma@itsnitinverma·
Gayatri Rubbers and Chemicals (#GRCL) My largest holding & highest conviction company 🤩 Relatively unknown company with great future. ✅🙏 Disc : I hold 2.33% of company and have increased stake 4 months back 💪🙏 My reasons for investment in #GRCL : Honest, hardworking promoters who underpromise and over-deliver every time 🙏 I have done factory visits and attended physical AGM. GRCL's PAT has almost doubled this year and it is growing at 83% CAGR since listing(last 3 years). 🥳 Company's PAT margins are close to 13.4%. A company growing at this pace every year with good margins & excellent promoters should trade at comparatively high valuations. GRCL: The Non - Tyre rubber company. A company to ride Railway , Smart Meters , Water/Gas meters , Infrastructure , Automobile etc themes simultaneously. GRCL makes speciality rubber products which are used in Indian Railways, Smart Meters , Automotive and Architectural sectors. It is not a commodity or cyclical business. It makes speciality rubber products. 😊 Their 2 speciality high value products - 'Intercar Gangway' and 'Absorption Strips' are used in Vande Bharat and other trains. They have recently entered into silicon mobile holders to be used in trains. There are 75 different kind of rubbers used in trains. GRCL makes 65 out of those 🤩 They are planning to venture into 5 new verticals- 1- Rubber pads 2- Bridge pads 3- Solar T shaped Rubbers 4- Gas /Water meter rubbers 5- Pipes Company is constantly shifting to high margin products which is visible from its profitablility growth. For FY27 , management has guided for 55cr+ topline and 9cr+ PAT (more than 60% growth) For FY28 the guidance is 70-80cr revenue with 14cr+ PAT(150% growth 🫡) I am sure they will beat this too like they have been doing till now . After listing they gave PAT of 91L(FY23) and in just 3 years they have reached 5.6cr PAT(FY26) . Growth 🤯 Key fundamental features of company - ROCE -40% ROE -33% Almost debt free. Promoters have recently increased stake to 74.06% . Technical perspective - Stock is looking to breakout after long consolidation and making inverse H&S . This is a boring evergreen business which is constantly growing under the guidance of best management I have seen till date. The management is doing concall tomorrow at 4pm. They recently did concall organized by Arihant capital. Note : Illiquid stock. Not a buy/sell reco. Just for educational purposes. #GRCL #GayatriRubbers #Investing
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Mohan Pargaien IFS🇮🇳
Mohan Pargaien IFS🇮🇳@pargaien·
Heritage walks involving youth should be an integral and essential part of the efforts by local authorities, NGOs, and the government to expose the younger generation to the recognition and conservation of our cultural heritage, as well as the available urban green spaces, including veteran trees, which are facing multifarious challenges, including development. @DelhiTreesSOS @DrAmbrishMithal @sushmadate @MinOfCultureGoI @UNESCO @BhavreenMK @RichaChadha
Pallavi Sharma@rpallavisharma

Nature and Heritage… in sync…. That’s so Delhi! A visit to the beautiful Lodhi gardens (yeh jagah kudh mein hi ek shaher hai) to see the Rosy Starlings.. who are on their return journey… back home.. Gulmohar in full flowering … arrival of summers.. And this news article in today’s Sunday papers… Nature thrives around us … in spaces and places… hope you keep discovering more to life always…. Enjoy the Sunday and today is a great day with Akshay Tritya.. have a blessed one!!

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Prashant Bhansali
Prashant Bhansali@prashant280294·
Another reason why I think Indian IT stocks will do well in coming months Nasdaq outperforming CNXIT since 2010 in a rising wedge pattern formation which is now at resistance on monthly chart I believe money will move back to Indian IT $NDX #NiftyIT #CNXIT
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Prashant Bhansali@prashant280294

#NiftyIT (CMP 28600) Looks attractive now from investment pov IT index entering long term demand zone 26200-28500, it's quarterly chart so big range I know it's hard to believe now, but this is what I see I'd focus on price structure rather than being feared by AI narratives

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Anurag Singh
Anurag Singh@anuragsingh_as·
Buy call on large cap IT: Change of stance Almost everyone in India markets was buying #TCS at 4000 in 2021-22. Even when Tata Sons sold some stake. Funds were happy to accumulate. Today, at 2200, nearly everyone is suggesting a sell. The only sector that’s available at reasonable valuation is a consensus sell by the domestic funds. Some are even talking about chucking IT cos out of #Nifty50 index. Shows how short term momentum trading can grip investors. Buy at 4000 but sell at 2000. All within 3 years. How will domestic long term investors make money when everyone behaves like a short term trader? My take - large cap IT is the only reasonable value sector today followed by large banks. You can buy for superior long term returns and dividends. Everything else is a wealth killer. Just like last few years. Caution- it may still correct by 20%. FIIs may still sell IT as #Accenture & #TCS have same market cap. They hold $100 BN of IT. But that’s the India capital control at work. That will stay. My discussion on @ETNOWlive
ET NOW@ETNOWlive

#OnETNOW | "Largecap IT": Anurag Singh of Ansid Capital reveals what he's buying and why and what he's not gung-ho about Full interview - youtube.com/watch?v=9Vp17B… @AyeshaFaridi1 @hershsayta @sajeetkm @anuragsingh_as

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Keşfet

@MithunSarkari @Pixel_Stripes @gaurravbhrdwj @soicfinance @EquityValueIn @stockscansin @a_basumallick @elonmusk