Samir Bhasin
14.2K posts

Samir Bhasin
@samirbhasin
A proud BJP Supporter ,learning art of value investing , cricket freak n Gym Lover

This year we covered 3 sector super sessions through 9-10 3 hour session. Interesting part was the 1st use case in each Gems Ns Jewellery : Thangamayil Metals and Mining : GPIL Retail : V2Retail No noise when being discussed




NLC India – Big Fundamental Triggers to Watch 🔎 NLC India (NLCINDIA) is showing strong consolidation on charts and is close to a major breakout above ₹245–₹250. Here are the key fundamental drivers supporting the story: 🔹 Major Growth Triggers 1. ₹7,000 Cr Renewable Push Govt. approved ₹7,000 Cr equity investment in NLC's renewable arm (NIRL) Exemption from prior approvals → faster execution of 10 GW green energy projects 2. Battery Storage Expansion Won a tender for 500 MWh battery storage in Tamil Nadu (part of a 1,000 MWh project) Supports grid stability + boosts renewable energy integration 3. Strategic Transformation Moving from coal-based operations to green energy & battery solutions Diversifying revenue streams and aligning with India’s energy transition goals 4. Valuation Comfort Intrinsic value ~₹390 vs current price ₹245 → ~37% undervaluation Analysts project strong upside if expansion plans deliver Anyone invested in this company???












