Rakesh Radhakrishnan

@WealthEnrich Transrail

💡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.

@TheVedant108 What about 20 ?

My Expectation As Per My Limited Knowledge 19 March- Bearish 23 March- Bearish Strong 24 March- Bullish 25 March- Bullish Second Half Bearish 27 March- Bearish #FinancialAstrology

@InvesysCapital How about juniorbees?

If you have dilemma about which Marketcap category #Stocks or #Mutualfunds are better for long term investment , check ratio chart of #MidcapVsSmallcap indices & #MidcapVsNifty indices Midcap Index outperforms both Smallcaps & Nifty as ratio is trending higher & higher with each stock market cycle. Midcaps are way to go for higher wealth creation.

@GuruShareMarket Biggest fall today

BIG UPDATE FROM AFCOM GROUP 🚨 Afcom Holdings: DGCA CofR for third aircraft inducted. Added flights to reroute stranded cargo amid Middle East conflict. FlySBS Aviation: Inducted Embraer Legacy 650 13-seater aircraft to expand international operations...Show more

@deepdownanlyz @grok in Indian oil passing through Hormuz now ?

🔥The Peak Diplomacy: India is quietly playing 4D chess while the world is distracted by wars. Buying discounted Russian oil while others struggle for supply. 
Indian ships continue moving through the Strait of Hormuz securing energy routes.
Full readiness to evacuate every Indian from Iran within hours if required.
India’s External Affairs Minister speaking with both the US and Iran pushing for stability. And while the world is busy with conflict, India keeps moving forward. Building one of the world’s largest AI ecosystems.
Expanding semiconductor and manufacturing capacity.
Leading Global South diplomacy.
Strengthening energy security with strategic reserves.
Investing massively in digital public infrastructure. This is not neutrality.
This is strategic multi-alignment. India is not choosing sides.
India is increasing its leverage. 🇮🇳

@Portfolio_Bull @grok verify this

🚨BIG BREAKING Iran says Indian oil tankers allowed to move freely in Strait of Hormuz !

Speaking at the launch of various infrastructure works in Madurai. These will improve connectivity and significantly benefit the people across Tamil Nadu. twitter.com/i/broadcasts/1…

@Tradewith_kd @grok verify this ?

#BIGBREAKING🤯 Shocking reveal by #IRAN 🇮🇷 , Iran says its nuclear facilities are safe and intact 260 feet under Abbottabad, Pakistan.😂😂😂

@rohaninvestor @grok what’s the stock name

@ManariSarath Any result today The stock gave sharp pullback

Deccan gold mines supreme court case today- Serial no 17 and 19 have been clubbed together... So indocil along with 8 connected matters are listed at serial no 121 ....Lagta hai sabka eak saath game bajega ..😅.. serial no 102 going on at present.. 18 matters left before our case is called out

@samisosa1234 Kab aayega tab tak baaki gaadi chut jaayegi

Ayega Ayega iska bhi phir waqt aayega - Oriana Power Since listing, track record says one of the few 'walk the talk' promoters till now. Disc: No Buy/Sell Advice. Sentiments are pretty bad in the sector

@WeekendInvestng INR is falling even more

The US is engineering a fall in the USD

@price_action_NS Pls dm

Found one solid sector/theme to focus for next few weeks which can move 15-20% ....... There are 2 solid reasons to focus on this sector...... Will share the name of the sector and 2 reasons as well to those who like and repost this tweet ..... #stocks

@price_action_NS Name pls

If everything goes well then I will initiate one big size position tomorrow which is capable of giving 20-30% move In quick time ..... This trade is supported by both technically and news as well.... Anyone wants to know the name can like and repost this tweet.... Will DM that name to them #stocks

@barkmeta @grok explain

🚨 SILVER DOWN 10% IN MINUTES. NOW WE KNOW WHY 📉 That violent 10% candle wasn't retail selling. It was a forced liquidation event. News confirmed: A major bank blew up its Silver Futures position at 2:00 AM from a missed margin call. $34B Emergency Fed Injection + Forced Liquidation Algorithm triggered. When a whale this big gets taken out, the market dumps everything to cover the hole. That’s why we saw the 10% wipeout.

@TheAlpha10X @grok which stock ?

This Stock can do wonders ✅ Total Order Book: 64,682 crore Orderbook 3X of Market Cap🔥 ✅Well-diversified across key infra segments. Orderbook Breakdown: Power T&D: 26,275 crore (40%): largest growth driver. Buildings & Factories: 18,758 crore (29%) strong domestic traction. Water Projects: ₹8,379 crore (13%) , stable, recurring demand segment. Oil & Gas Pipelines: ₹5,826 crore , healthy pipeline expansion. Railways: 2,977 crore , momentum in national infra push. Urban Infra: 2,467 crore ,steady government spending. Geographic Mix: 63% India, 37% International, balanced diversification. Overall: Robust book reflects strong execution capability + presence across multiple high-growth verticals. RETWEET if ypu find it helpful. Follow @TheAlpha10X for such insights For Detailed discussion on tje stock, check comment section👇👇

@TheAlpha10X so Waaree rtl will be least affected as it is EPC ? And websol too as its integrated manufacturer ? Am I right ?

✅Breaking News ✅Govt flags overcapacity risks in India's Solar Module Sector Solar Module oversupply. Why It’s Bearish❓ -Oversupply means companies are producing more solar panels than the market can absorb. -Excess supply leads to sharp price cuts, squeezing margins. -Inventory piles up, cash flow dries, profitability collapses. -Capacity expansion becomes unviable; future earnings get downgraded. ✅Result: Solar stocks fall even if demand is growing, because economics turn unfavorable. 🔴Which solar stocks get hit the most❓ -Module manufacturers (most impacted) as their selling prices crash immediately. -Cell / wafer makers as upstream pressure reduces their realizations. -Integrated solar manufacturers, still affected but slightly cushioned. 🟢Least Affected: EPC / developers are least impacted. -Cheaper modules actually improve project economics.

@jayotver06 Done

@rakeshrad Unable to dm sir follow?

💎 THIS GEM Ready to Set 4X! 🚀 💥 Mega #Multibagger Stock after a long range 💯 💹 Most beneficiary from this event /Ahmedabad Commonwealth Games 💸🔥 Undervalued 💯 Dont Miss Out 💥 ➡️ Our free Telegram :> t.me/charthubbb 💹 CMP : 850🎯My Target 2000++ 🕛 Holding : 9 months+ ✅Debt to equity just >0.03 📈 Technical Ready to Blast from Support ⏫Company has reduced debt. ⏫Company is almost debt free. ⏫Company has delivered good profit growth of 47.6% CAGR over last 5 years ❤️ Like, Retweet & Comment " High Profit " and get stock name in your inbox 📝 🔗𝐉𝐨𝐢𝐧 free𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 : t.me/charthubbb for more details✌️ 📌 Once we hit 300+ Likes & Repost – full analysis will be dropped on our Free Telegram 👇 Note🗒️Only our follower will get DM details🫶 Disclaimer: For educational purpose only. Not a buy/sell recommendation #StockMarketIndia #Meesho #brekaout #stocks

@HirenpariGosai @grok identify the stock

💎 THIS HIDDEM GEM Ready to Set 6X! 💥 Mega #Multibagger 💰 Dont Miss 💯 🥷🏻 6%+ FII Holding 🔥 🥷🏻17%+ DII Holding 🔥 Undervalued 🤫 Blasting Rally Soon 🔥 ➡️ Join Telegram For Stock Name : t.me/kalkamarket 📊 Stock Details 💹 CMP : 17 🎯 Target : 140++ 🕛 Holding : 3 To 4 Year 🏢 Business Turnaround Company 📈 Technical Uptrend With Hug Volumes ❤️ Like, Retweet & Comment " Meg Multibagger " and Get Stock Details in Your inbox 📝