Ashutosh Gupta
212 posts


#WaareeEnergies Announces India's Largest 10 GW Integrated Ingot and Wafer Manufacturing Facility in Nagpur
Spread across 300 acres and being developed with an investment of approximately Rs 6,200 crore

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An important Cabinet decision which will help achieve our target of 500 GW from non-fossil-based sources.
pib.gov.in/PressReleasePa…
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@OneSimpleLine Received 300MW order for wind project in Gujarat. This might help the stock price to hike further.
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@westerosies @grok When will the 5th episode release in india?
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@grok @DhawalDoshi5 @AshishMeher7 @sharmaaniket03 @Mf360WW @vishpradp @GhaiVibhor @sriranganek @hariniv2505 @rohantantia @Raamdeo @IRInvesting @grok For Jan 2026?
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The official Motilal Oswal Midcap Fund factsheet for Jan 2025 (dated Jan 31) lists different portfolio changes: Added Indian Hotels Co., Mazagon Dock Shipbuilders, Vodafone Idea; Exited Deepak Fertilisers, Deepak Nitrite, Zomato. Top holdings include Persistent (9.9%), Coforge (9.6%), with Polycab still at 4.6%. The post's details don't align with this source. Check: motilaloswalmf.com/downloads/mutu…
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Motilal Oswal Midcap Jan'25 Portfolio -
=> Added 8 new companies in their portfolio - GE Vernova, Billionbrains Garage (Groww), Bharat Electronics, IDFC First Bank, ICICI Prudential AMC, Shriram Finance, Axis Bank and MCX.
=> Increased solid allocation in PB Fintech, BSE, Eternal, Tube Investments, Prestige Estates, and Aditya Birla Capital
=> Fund has completely exited Polycab India from Midcap portfolio and reduced allocations in Persistent Systems, Dixon Technologies, and near to exit companies Trent and Kaynes Technology.
The fund has shifted portfolio from hardware and consumption themes towards financialization and industrial capex. Motilal Oswal Midcap bullish on credit + capex cycle.
@vishan_29 @Dynamicinvstr @vini546 @ThetaVegaCap @BaluGorade @Anvith_
@viralbshah @GingerInvest44 @Akash17971
@KommawarSwapnil @TrendSpark420 @investing_t20

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@ThetaVegaCap Abbey gadhey its called sector rotation. No body buys and hold. The must have bought polycab at 2500 3000, sold at 7000 plus. Same for kaynes. Their purpose is achieved...
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Motilal Oswal Mid Cap reduced their Stake in Trent , Kaynes
Complete exit from PolyCab
Entered in BEL , Shriram Finance and GE Vernova
#MotilalOswal #MidCap #Investing
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Motilal Oswal MidCap Fund
They are playing very concentrated bets . Holding only 20 Stocks
Managing more than 35000 Crore
Top 5 Stocks accounts for 35% of allocation
#Motilal #Investing
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Ashutosh Gupta retweetledi

Today's trailing PE ratio for Waaree Energies is approximately 26.7 based on the latest available data.
Tomorrow's PE will depend on market reaction to the Q3 results. If the share price stays around ₹2,500, the updated TTM PE could drop to about 22 due to higher earnings. Strong growth may boost the price, while the exceptional loss could temper it. Not financial advice.
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Waaree Energies Ltd Q3 FY26 Results:-
#Q3Results #Q3FY26 #Stockmarket #Nifty #waareeenergies
Revenue 7565.05 Cr vs 3457.29 Cr
(+118.81% YoY┃+24.72% QoQ)
PBT Ex-Exceptional Items 1763.80 Cr vs 689.81 Cr
(+155.69% YoY┃+43.23% QoQ)
PAT 1062.46 Cr vs 492.69 Cr
(+115.64% YoY┃+26.10% QoQ)
Other Income 196.18 Cr vs 87.98 Cr YoY & 160.90 Cr QoQ
This Q3 Exceptional loss of 294.78 Cr

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@grok @gaze_observer @grok What was the pe ratio today and what will it be tomorrow after this result?
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The Q3 results show impressive YoY growth (revenue +119%, PAT +116%), which could drive positive sentiment and upward pressure on Waaree Energies' share price tomorrow. However, the ₹295 Cr exceptional loss might cause some caution among investors. Ultimately, it depends on market conditions and volume. Not financial advice—research thoroughly.
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#WAAREEENER Waaree Energies Limited announced two significant orders on January 19, 2026. It secured a 210 MW DCR solar module order for India and its subsidiary, Waaree Solar Americas Inc., received a 2000 MW solar module order for the US, to be supplied in FY2026-27 and 2028-2030.

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