Tushar Sarkar

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Tushar Sarkar

Tushar Sarkar

@tsatwork

Proud Indian🇮🇳 | Stock Market Learner | বাংলা | Math Junkie | Chess Lover | Traveller | Fitness | Foodie

Thane, Maharashtra Katılım Ocak 2011
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Tushar Sarkar
Tushar Sarkar@tsatwork·
The market hasn't been oversold this bad since COVID crash of 2020. Arguably market was not expecting another war and it is getting priced in. No one knows, what will be the consequences of US Iran conflict and when will the Crude price stabilize? Similar sentiments were there in 2020, when global lockdown happened during Covid. That time it seemed most businesses would shut or report huge losses. What actually followed was longest bull run in recent times, exceeding the expectations of all and sundry. Those who were pessimistic paid huge opportunity cost that time. Stock price would always follow the earnings growth momentum, come want may. With at least 2 year time frame, this fall is another great opportunity to accumulate quality companies with PEG ratio of around 0.5. Many opportunities exist in this range today. Lastly, I will not be biased this time that only small caps can generate alpha. I am not ignoring quality mid and large caps.
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Soumya Malani
Soumya Malani@insharebazaar·
⚡️According to you what matters more in trading? Entry Position sizing Exit
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Dan Go
Dan Go@CoachDanGo·
The biggest cheat code is wearing bluelight blockers at night, especially if you go on screens. The bluelight from the screen sends a signal to your brain that it's time to wake up. Not what you want to do at night. Bluelight blockers block that light, helping you sleep.
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Clint Jarvis@clinjar

Harvard researchers had 12 people read on an iPad for 4 hours before bed. For 5 nights straight. Then they measured what happened to their brain chemistry. Here's what screens before bed are really doing to your body:

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Shiladitya
Shiladitya@shiladitya4u·
This is my BUY-ON-DIPS list, Which I have on the whiteboard beside my desk. So far, none of the stocks have hit these levels.. Lets see.. might get some opportunities next week!!
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Tushar Sarkar
Tushar Sarkar@tsatwork·
@niveyshak When market becomes crowded, proxy (picks and shovels) become the best bet. Shaily Engineering could be one.
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Arka Bhattacharjee
Arka Bhattacharjee@niveyshak·
🚨 INDIA’S BIGGEST PHARMA WAR JUST BEGAN Semaglutide (diabetes + weight loss) is now OPEN for all. a. Novo Nordisk + Abbott → Premium (Ozempic) b. Zydus + Lupin + Torrent → Distribution scale play c. Natco + Eris → Aggressive price disruption Same molecule Same time Different strategies This is NOT competition… This is a CATEGORY CREATION Think Jio moment for healthcare ₹1,290/month vs ₹4,500/month Mass vs Premium vs Branded 👉 Winner won’t be who launched first 👉 Winner = Who scales fastest + owns doctors This can easily become a ₹20,000–₹50,000 Cr market Smart money will track: • Distribution strength • Doctor connect • Pricing power India’s GLP-1 story has officially begun 🔥
Arka Bhattacharjee tweet mediaArka Bhattacharjee tweet mediaArka Bhattacharjee tweet mediaArka Bhattacharjee tweet media
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Tushar Sarkar
Tushar Sarkar@tsatwork·
PN Gadgil crosses 10000 crore revenue milestone and beats the guidance of 9500 crore annual revenue. I believe, due to steep fall is gold price currently, people will rush to buy gold and it should result in incremental business in Q4. Gudi Padwa festival sales grew by 38% YOY to Rs. 170.7 CR. More details 👇 x.com/i/status/20349…
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Tushar Sarkar
Tushar Sarkar@tsatwork·
P N Gadgil Jewellers in concall Conservative guidance of 20% by management for FY27, which could have been at least at par with Kalyan Jewellers guidance 100% Gold is hedged so it does not incur losses due to gold price volatility 👍 x.com/i/status/20212…
Mithun Sarkar@MithunSarkari

1️⃣ PN Gadgil Jewellers – What Investors MUST Understand First 💍 Complete concall analysis: PNG is a retail jewellery company, not a gold trading play. Management was clear: • Earnings come from making charges • Gold price movement does NOT drive margins • Business is 100% hedged on gold prices

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Tushar Sarkar
Tushar Sarkar@tsatwork·
P N Gadgil Jewellers Excellent Q3FY26 Results Big operating leverage at play Revenue 3302.61 Cr vs 2435.75 Cr (+35.59% YoY┃+51.66% QoQ) PAT 170.91 Cr vs 86.04 Cr (+98.65% YoY┃+115.49% QoQ) x.com/gaze_observer/… 👏👏👏👏
Tushar Sarkar tweet media
Tushar Sarkar@tsatwork

PN Gadgil Jewellers Exceptional Q2 FY26 Nos. 🔹Revenue ⏫ 8.8% / ex-refinary ⏫ 31.4% 🔹PAT 79.3 crore ⏫ 127% 🔥 🔹Margin expansion ~ 190 basis point 🔹 Gold category ~ 24% growth in value and 15% in volume QoQ 🔹Silver category ~ 92% growth in value and 59% in volume 🔹Diamond ~ 31% rise in volume Stud ratio at 9% 🔹SSSG at 29% over Q1 🔹Decent uptick in ATV, footfall and conversion rate

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Tushar Sarkar
Tushar Sarkar@tsatwork·
When oil prices were below $60 levels for 2 years and we were purchasing discounted Russian oil, govt and OMCs did not pass on the benefit to population, earning huge gains. Now when Brent Crude price is high at $90-115 range, IOCL has increased the price by whopping 25%.
CNBC-TV18@CNBCTV18Live

#JustIn | #IOC Hikes Industrial Fuel Price To ₹109.59/Litre From ₹87.67/Litre

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Tushar Sarkar
Tushar Sarkar@tsatwork·
PF in last 3 days Yesterday loss = today gain + Day b4 yesterday (18 March) Gain
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Vijay Marathe
Vijay Marathe@Fintech00·
Share some good playlist for long highway drive in CAR. Ekdm vibe aana chahiye
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Indian Tech & Infra
Indian Tech & Infra@IndianTechGuide·
🚨 China is testing self-driving electric scooters with features like auto-balance. 🙏
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Tushar Sarkar
Tushar Sarkar@tsatwork·
Aeroflex Industries Their tie up with Vertiv for liquid cooling solution in Data Centre segment is highly strategic move by management. Disc: No recommendation
Dhawal Doshi 🇮🇳@DhawalDoshi5

Aeroflex Industries - Key Insights (Bharat Connect 2026) Business Quality - Export Led => Strong presence in high-spec flow control (oil & gas, chemicals, semiconductors, data centers) => 75% export revenue → global demand-driven, not India cyclical => Recently entered into a new segment Secondary fluid network (skid assemblies) for data center liquid cooling solutions Big Structural Trigger – Data Center Liquid Cooling => Entered liquid cooling for data centers (1 year ago) => Market expected to grow from $3-$4 Bn to $20 Bn by 2030; solid 30-35% CAGR growth => Exclusive tie-ups with global leader (holds 70–75% share in India liquid cooling). => Economics: 45 skid assemblies required for per MW of data center capacity Capex Plans => Planning to invest Rs. 960 Mn as capex with a focus on Skid assemblies (core future segment) and Stainless-steel hoses (core business) => Skid Assemble capacity can be expanded from 2000 to 15000 units and is expected to be completed by Q1FY27 => Skid Capacity is expected to be around 40-50% utilization in FY27 as the production will start in Q2FY27 => Aeroflex could generate revenue of Rs. 3000 Mn from Skid Assemblies segment when they reach peak utilization of 15K units Demand Drivers - Global + Domestic =>Supplying metal hose assemblies for datacenter applications in the US and Europe, following required technical certifications and approvals => Strong revenue of 80-85% comes from repeat customers → sticky relationships, qualification-heavy industry => Further demand drivers are the new segment Data Centers (AI + Cloud), Oil & gas + chemicals (steady base), and India infra + industrial growth. Supply Chain -Logistics => 8–9% of revenue linked to Middle East; Ongoing disruptions but short-term issues. => Transit time increases from 45-50 days to 70-75 days due to change in routes to Cape of Good Hope indicates long WC cycles. => The company has not faced any order cancellations even though disruptions and tariff issues prevailed Margins & Future Outlook => Segment margins: 22-25% in Assemblies, 27-30% in Metal bellows, and Hoses has 16-19% margins => Liquid cooling currently at blended margins but scope for margin expansion via efficiency + scale => Revenue growth guidance of 18-20% in FY26; Long term target to achieve Rs. 1000 CR revenue in next 3-4 years with EBIT margins of 25%. Aeroflex is transitioning from specialty industrial exporter to high growth infra + data center play Follow @DhawalDoshi5 for more updates and analysis Disclaimer: This post is for informational and educational purposes only. @vishan_29 @Dynamicinvstr @Anvith_ @TrendSpark420 @InvestmentVeda

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Tushar Sarkar
Tushar Sarkar@tsatwork·
This week GMDC signed MoU with NMDC to explore rare earth elements (REE) collaboration. Focus on integrated rare earth value chain: exploration to downstream applications. Aligns with India's goal to boost critical mineral capabilities and reduce imports.
Tushar Sarkar tweet media
Tushar Sarkar@tsatwork

GMDC signs two MoUs with NTPC → To explore coal supply for power generation. Focus on coal from GMDC's Odisha blocks for NTPC projects. Aims to enhance domestic energy security and affordable power. → Another MoU to explore advanced gasification of coal and lignite. Joint production and commercialization of syngas considered.

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ValueEquity
ValueEquity@EquityValueIn·
Metals Industry value chain in India , mapping the companies with their capabilities and presence in the value chain source: internal research
ValueEquity tweet mediaValueEquity tweet media
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Tushar Sarkar
Tushar Sarkar@tsatwork·
Trump started this war to satisfy his ego and the war has gone beyond his control. Now globally most countries are unnecessarily paying the price of this war - economically as well as through loss of lives and resources.
Mario Nawfal@MarioNawfal

🚨🇺🇸🇮🇱🇮🇷 BREAKING: Trump throws Israel under the bus for the South Pars strike Hours ago, U.S. officials told reporters Trump knew about Israel's strike on South Pars in advance and supported it. Now Trump is on Truth Social saying the U.S. "knew nothing about this particular attack" and that Israel "violently lashed out" at the gas field "out of anger." He then threatened to "massively blow up the entirety of the South Pars Gas Field" if Iran hits Qatar's LNG again, while simultaneously saying he doesn't want to authorize that level of destruction.

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Vijay Marathe
Vijay Marathe@Fintech00·
Name a Biggest multibagger u ever ride from 2020 to 2024.
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