Piyush Lapsiwala

Interesting 😎

@InvestInMicro AVP infra

PE at just 6…👀 1,000 Cr Revenue Guidance in next 2 years 450 Cr order book + strong pipeline Solar EPC kicking in from FY26 Early stage execution unfolding story getting interesting…🚨

@SnehaSSR Kya baat 🤟🏻

Today, my portfolio is up by 3.32% 📈 While the NIFTY is falling, my portfolio continues to outperform. The strategy is simple I just follow the industries highlighted by my dashboard. 💡 Strong contributions from: • Pharma • Water Management • Auto • Power If you want to capture these kinds of opportunities early, check out my dashboard.(Link in comments)

@theparthrastogi Of course option A Tension nahi chahiye Bhai 😃

You’re 25. You get two job offers: Option A: - $65k salary - 40 hrs/week - Low stress - Slow promotions Option B: - $100k salary - 60+ hrs/week - High stress - Huge promotion rate You have a bond of 5 yrs Which do you take?

Isn't it perfect that trend line support and horizontal support both complement? #Ashapurmin

@AstroSharmistha But when? By the time china will be US ?

When I am very sure about something, then I say SAVE IT. I am sure my track record says the same. Like I can say, India will replace China. SAVE IT. Thank you 🙏🏻

@UremO_24 Hindustan copper

A POTENTIAL 5X MULTIBAGGER STOCK 💰🟢🚀 ⭐️ Huge breakout given after 18 years 💥 ⭐️ From ₹500 crore loss in FY21, company did a nice turnaround and became profitable ✨ ⭐️ PE < 20 & continuously reducing debt. — ❇️ To get name of the stock in your DM 📩 Comment “give stock name” & like ♥️ this post. 🧠 TG channel : t.me/uremo24 #investing #stockmarkets #nifty

@TheAlpha10X Growth water Ltd

✅Bookmark this -"Promoters+ FII's + DII's", all 3 raised their stake in March 26 VS Dec 25 🔥 -But FII's raised their stake significantly from 4.33% to 10.06%🔥 -The stock will be a big beneficiary of Jal Jeevan Mission 2.0 Follow @TheAlpha10X for more such stock ideas. ✅Retweet & Share if it helped you. ✅ For Early Entry & Exit in this stock, Link in COMMENT Section👇👇

@AstroSharmistha @prasant83117204 Ye dusri baar aaya comment Karne 😂

@prasant83117204 apni kon jaygar ?

Hello my followers from Bengal, hawa ki bolcche ?

@Pawanroy @Gaurav_Cx10 Yes good company.. I believe let's wait for 600 sustain.. Then it will be confirmed reversal and stage 2 entry

@Gaurav_Cx10 @piyushlap Transrail lighting appears low pe with strong order book. Hangover of some IT raids. Stock looks good on chart for low chest entry?

Looks like very soon entire portfolio will turn into a Power/T&D portfolio, given the kind of accumulation happening there. Strong Themes currently: -Financial/Capital market -Power/ T&D -Metals

@Gaurav_Cx10 Cctv because government banned Chinese cameras recently

@piyushlap cP and Sterlite mainly I see accumulation. Any other small cap where you see? Others I checked lacks accumulation

@Gaurav_Cx10 Yes so someone searches for that hashtag on your time line so all those videos or posts will appear..

@piyushlap You meant on Video description. Sure

Just published Part 1 of my US Investing from India series. Covered: • Why invest in US stocks • Direct vs indirect route • INDmoney vs Vested vs IBKR • Portfolio allocation basics Part 2 will be on screening US stocks and identifying high-quality businesses. Watch here: youtu.be/aqB8a2zC0lY

@RupakRoyC Yes I m too holding both deep and selan

@piyushlap Yes cyclical play but very important value chain

Kabhi na kabi drilling ka zaroorat+ rig toh padegaa Kya bolte ho binod

@WealthEnrich Kalpataru project (KPIL)

💡Decode this Stock: 30%+ Profit Growth, Riding India’s Power Transmission & Electrification Push! India’s power demand has been growing steadily, crossing 1,600 billion units annually & with renewable energy expansion, the need for strong transmission infrastructure has become even more critical. The government is investing heavily in transmission networks, grid stability & interstate connectivity, with thousands of circuit kilometres being added every year. When this kind of capex cycle builds up, companies involved in transmission equipment & EPC execution start seeing strong order inflows. This is 1 of those businesses which is right at the centre of that electrification push. ⚙️ The company operates across power transmission, distribution & EPC projects, with a strong order book that is often 3 to 4 times its annual revenue, giving good visibility over the next few years. Revenue has compounded at a steady pace, while profit growth has picked up meaningfully in the last few years as execution improved. Margins are stable in the 10 to 12% range, ROCE is around 18 to 20% & ROE close to 15 to 17%, reflecting a reasonably efficient EPC business. ⚙️ What makes the story interesting is the diversification across domestic & international markets, along with presence in cables, transmission towers & infrastructure EPC. This reduces dependence on a single segment & helps smoothen order cycles to some extent. Capacity & execution capability built over time is now getting better utilised, so incremental growth can come with some operating leverage. ⚠️ EPC businesses are inherently execution heavy, & delays in projects, cost overruns or working capital stretch can impact profitability. Debtor cycles can remain elevated, especially in government linked projects, which needs to be monitored closely. ⚠️ Valuations are not very expensive compared to high growth sectors, but the market usually assigns moderate multiples to EPC businesses because of their cyclical & execution driven nature. Growth needs to remain consistent for rerating to happen. 👉Meri Conclusive Soch The journey for businesses like these will always have phases of strong growth followed by periods of consolidation. What makes it interesting is the long runway in India’s power & infrastructure buildout, which is unlikely to slow down anytime soon. If execution remains consistent & order inflows continue at this pace, earnings growth should follow, but patience will be tested at times. Folks if you have been tracking India’s transmission & EPC space closely & noticed which company consistently bags large domestic & international power projects, you probably already know which business this is. Drop me a DM with your guess ! ✴️Disclaimer: This article is for educational & informational purposes only & should not be construed as investment advice. I am not a SEBI registered advisor. Please consult your financial advisor before making any investment decisions. Do your own research before investing.

@itsnitinverma It seems u had good research on gut health. I also feel that gut health is a very important but much ignored issue in the world. Guide us to improve gut health..

'He keeps eating and eating and still not gaining weight and even water is increasing my weight ' We hear this often. Answer may lie in your gut.

@InvestInMicro Frontier spring

Sales growing. Profits growing faster. ROE strong. This is exactly the kind of stock every portfolio dreams of. Find a few like this… and let compounding do its magic.👌