Arun Attarde

@Swapnil79759307 @darshitpatel84 @Pkjat340 @equitypocket @dhanesh500 @NaveenkSakinala @InvestorOfJAMMU @iAmitKumar But stock in down trend making lower low.

GALAXY SURFECTANTS..CHART VERY STRONG..FMCG SECTOR TURNING AROUND ..IT WILL HELP THIS STOCK..SOON A BIG RALLY U WILL SEE INTO IT..INVESTORS DONT MISS..STUUDY KARO ISKO

@ramesh_vd What about current Valuation ?

#Acutaas #Acutaaschemicals Acutaas Chemicals — The Flow Chemistry Patent Nobody Is Talking About Most Indian chemical stocks compete on cost. Acutaas competes on who can even copy them. One patent. Two industries. Zero substitutes. Flow chemistry — the moat that serves both Big Pharma and the EV+Semiconductor revolution 🧵👇 What They Do (Business Verticals) 🔵 Pharma Intermediates — 610+ complex molecules for global drug makers 🔵 CDMO — Exclusive chemist for innovators like Fermion (Bayer's cancer drug Darolutamide) 🔵 EV + Semicon — First outside China to make EV electrolyte additives; India's only semiconductor photoresist maker 🔵 Specialty Chemicals — Parabens, salicylic acid, niche consumer materials The pivot: from generic pharma supplier → deep-tech critical infrastructure. The Real Moat: Flow Chemistry Here's what most miss. Acutaas doesn't just make chemicals. They make them via proprietary continuous flow chemistry processes that competitors simply cannot replicate. Production-side moat:→ Multi-stage synthesis requires ₹150-200Cr+ capex + 4 years for regulatory clearance → 90%+ of intermediates made fully in-house → USFDA + PMDA approvals are non-transferable — new entrant = full re-audit Demand-side customer stickiness:→ Their molecules get written INTO client drug patent filings → Switching supplier = $1-3M refiling + 2-3 years of comparative stability testing → Customer retention: 90-95% within CDMO/innovator contracts Barriers to entry:→ You need the chemistry and the compliance and the regulatory trust — all simultaneously → In FY24, unorganized generic players were wiped out by Chinese dumping. Acutaas survived because they were already unreplicable. This isn't a patent on a product. It's a patent on the process. You can't reverse-engineer a process you can't observe. Tweet 4 — Financial Projection + Asymmetric Bet Numbers back the thesis: OPM went from 11.2% in FY24 → 42.4% in Q4FY26 as the mix shifted. The asymmetric bet? Semiconductor photoresists. Today Acutaas is India's sole manufacturer. Global market = $4.8B → $7.1B by 2030. Their target: 5% global share + 60% domestic share. The capex is already deployed. The validation cycles are running. If even 1-2 Indian fabs (backed by India Semiconductor Mission) lock them in — the revenue step-change is non-linear. PAT CAGR guided at ~38% through FY28. At 73x trailing P/E, it's not cheap — but at 40x forward FY28 earnings, it's a different conversation. FCF is currently negative (-₹12 Cr) — that's the CapEx phase. It flips positive post-FY26. Watch that inflection. Closing Acutaas is rare: a company where the supply chain IS the product. Promoters hold ~40%, zero pledge. Debt-free. ROCE at 31.6%. The flow chemistry patents don't just protect margins — they determine whether customers can even leave. [Not investment advice, DYOR]

@mayurjoshi999 Mulat muddha Patti marlacha NAHI tar konalahi na vicharta swatahach marli ha aahe.

कन्याकुमारी येथे कोणी गेले आहे का? तेथे त्या भल्यामोठ्या समुद्रातील शिळे वर फिरण्यासाठी चप्पल काढून जावे लागते. दुपारी ते दगड इतका तापतो की चालणे शक्य होत नाही. अक्षरशः उड्या मारत जावे लागते. तेथे देखील सगळीकडे पांढऱ्या रंगाने पट्ट्या मारलेल्या आहेत. त्यावरून जाताना अजिबात पाय भाजत नाहीत. सहज आठवले.

@shramn_ You Jain worried about small incests but killing and duping people in business .build building and sold only to jains only.

We Jains must build Exclusive JAIN SOCIETIES in Mumbai & must not allow any Marathi in those Societies. We should show them bloody we Rule the City, we should become the SHOT CALLER. All JAIN Builders from Digambar Shevtambers should start this building & strech in every city.

@SunainaHoley प्रश्न पट्टीचा नाही , कोणाला विचारून पट्टी मारली , सार्वजनिक सेन्स आहे की नाही .

वेडापाठकच्या सोसायटी मधे बकरे कापले असते आणि सोसायटी मधे रक्तच रक्त वाहिलं असतं तर त्याच्या धार्मिक भावना अजिबात दुखावल्या नसत्या.. पण एका पांढऱ्या पट्टीने त्याच्या आणि त्याच्या कुटुंबाच्या धार्मिक भावना भयंकर दुखावल्या गेल्या आहेत..

Habibi 😀

@vsvicky_ What about Wendt? your view

Murugappa Group - Masters of Quiet Turnarounds 🔥 CG Power In 2020 was crippled by fraud, debt & governance failures. Fund Diversion: ₹3,000 Cr + Debt: ₹2,600 Cr With Investigations underway & Stock collapsed Murugappa stepped in quietly via Tube Investments of India (TII). Acquired 57% Stake at ₹8/Share Settled liabilities Worth ₹2,161 Cr Brought In New Management & Governance & Rest was history 🔥 CG Power Moved From ₹4 to over ₹937 Returns Of Over 20000% All Within 6 Years Respect for such low-key value creators in Indian Markets!

@Prakashplutus Thank you Sir

Nifty 50 Analysis : Around 23,100-23150 Buyers are defending this floor, but bounces are getting noticeably shallower , Gift Nifty is down 350 points approx . We may open around 23000 on Monday . Resistance Zone: 23700–24,100, Aggressive supply is waiting here . Momentum: RSI at 40.64 ( Sideways / Weak ) . A decisive daily close below 23,100 opens the trapdoor to 22800. A close above 23540 , will open the door for 23900. @plutusadvisors @preetiplutus

@stocksbyrishabh EXICOM

If you're stuck in any stock, Drop the stock name below. I'll give my honest view: Hold Exit Add More DM to join my Short-Term Investment Group #nifty #stockmarket

@InvestInMicro Yes very true .

State Bank of India is the worst bank to have an account with.

Basic stock screener for new Investors /Freshers: P E ratio < 25 P/BV < 4(X) ICR > 4 (X ) ROCE > 13 % YOY Sales growth > 10% YOY profit growth > 10% P+F+D > 75 % DIIs stake > Previous Quarter Retail shareholding < Previous previous quarter . Note : once you get a list of stocks , now you can read concalls & Annual report . After that you can decide your entry points based on technicals / Historical valuation support levels or Forward PE/PEG. Exit based on charts/ valuations or combination of both . It’s just a starting point , slowly you can add Free cash flow / Operating cash flow , Balance sheet analysis and forensic part of the research in your research / Investment process . Don’t make it complex , when you are new . @plutusadvisors @preetiplutus

Let's talk about Zaggle once again at ₹200 and ~₹2,700 Cr mcap and why i feel this is a great deal at this price. Long post so hold your horses and like it if you find some value from this. The stock has been absolutely hammered, so first let's understand what went wrong. It all started with the QIP at ₹523.2/share during the peak of the bull market. Looking back, management was actually spot on in raising capital at those levels. They built a solid cash reserve and institutional ownership went up to ~23%. Fast forward to today and FIIs have been exiting aggressively. Not only did the holding percentage fall, but the number of FPIs holding Zaggle dropped from 74 to 52 in the March 2026 quarter. That means 22 foreign institutions completely exited. DIIs also cut their stake from ~14% to ~7%. Now the interesting part. Who's still holding? • Promoters increased stake from 44.13% to 44.29% through open market purchases • Ashish Kacholia continues to hold 2.23% • ValueQuest Scale Fund still holds 1.71% So why isn't the selling getting absorbed? From what I could gather, there are four major concerns. 1⃣Negative cash flows and low ROCE 2⃣Dice acquisition 3⃣AI fears 4⃣Management being everywhere on TV Let's go one by one. 1. Cash Flows and ROCE - Most people look at the numbers and conclude that Propel is the problem. They're not entirely wrong. Propel generates only ~₹45 Cr of net revenue while locking up a lot of working capital, which suppresses cash flows and ROCE. The obvious question becomes: Why not just shut it down? Because that's where things get interesting. Around 90% of spends on Propel happen through prepaid network cards. The economics from these card swipes are highly profitable, but accounting rules classify that revenue under Program Fees and not Propel revenue. So if Zaggle shuts Propel, they don't magically become a cash rich business overnight. They end up killing the engine that drives a huge chunk of Program Fees revenue. Propel is basically the entry gate into the ecosystem. A company comes for rewards management, gets deeply integrated into the platform and then Zaggle starts cross selling products like Zoyer and Save. What most people miss is that cash isn't permanently stuck. It's largely a timing issue. Unlike businesses where receivables are trapped for years, Zaggle gets its money back in roughly 60 days. And here's the beauty. As growth slows down and the business matures, cash flow automatically improves. At a 6% margin, the business can sustain roughly 45% annual growth without creating incremental cash stress. At a 7% margin, that number moves closer to 55%. So when Propel eventually matures, cash flow positivity should naturally follow. Mere hisaab se this concern is a lot bigger on paper than it is in reality. 2. Dice Acquisition Initially, the acquisition was supposed to happen at ₹123 Cr. That looked expensive. Eventually, they got it done at ₹68 Cr. What did they actually buy? The codebase. The customers. The engineering talent. As someone working in tech, I can tell you one thing. People massively underestimate the cost of building software from scratch. The cost isn't just salaries. It's failed iterations, delays, bugs, hiring mistakes and execution risk. The market's bigger concern is the additional engineering workforce impacting margins. My rough estimate is that the net employee addition is around 50 people. Even at ₹20L average CTC, we're talking about ~₹10 Cr annual cost. That's roughly a 40 to 50 bps drag on margins in worse case. Nothing dramatic. And if Dice revenues continue growing, even that drag could largely disappear. Again, not thesis breaking. 3. AI Will Disrupt SaaS We've been hearing this for years now. Meanwhile software companies across the US continue to grow. AI will change workflows. AI will change how software is built. But AI killing SaaS altogether doesn't seem to be playing out. Not losing sleep over this one. 4. Management on TV I know many investors dislike this. Personally, I think this is a relatively new management team trying to defend the narrative around the company. Would I worry if promoters were selling while giving interviews every week? Absolutely. But promoters are actually buying from the market. So for now, I don't consider this a major red flag. Now let's look at the numbers. FY26: Revenue ₹1,908 Cr EBITDA ₹185 Cr PAT ₹139 Cr Management is guiding for roughly 40% revenue growth. Since they haven't missed revenue guidance post listing, let's assume they deliver. FY27 could look something like: Revenue ~₹2,700 Cr Even if margins contract by ~30 bps, EBITDA margin ~9.4% EBITDA ~₹253 Cr PAT ~₹184 Cr At the current market cap, FY27 PE comes to roughly 14x. PEG comes to around 0.4. That's honestly quite attractive. And once Dice integration is behind them, operating leverage should start kicking in from FY28 onwards 🚀 Can the market disagree? Of course. Can the stock remain cheap for longer? Absolutely. But at ₹200, the risk reward looks significantly better than it did at ₹523. One last thing. Whenever a stock falls, people immediately say FIIs and DIIs sold, kuch toh soch samajh ke hi becha hoga. Maybe. But if they were always right, would they have participated in the ₹523 QIP in the first place? That answer, I'll leave to you.

Company worth studying with huge capex over the last 3 years Increase in Net Block + CWIP more than 5x 1. Antelopus Selan 50x 2. Sky Gold and Diamond 41x 3. E2E Network 37x 4. Senores Pharma 28x 5. Lloyd Metals 23x 6. Balu Forge 18x 7. Latent View 17x 8. Dynacons Systems and Solutions 14x 9. Exicom Tele Systems 11x 10. Sasken Technologies 9x 11. Venus Pipes 9x 12. Dharmaj Crop 8x Disclaimer : No Buy/Sell recommendations. SEBI Registration INH000017480

TOP 10 Monthly breakouts. 1. Universal Cables Ltd 2.Wockhardt Ltd 3. Sportking India Ltd 4. NGL Fine Chem Ltd 5. HFCL Ltd 6. Diamond Power Infrastructure Ltd 7. Siemens Energy 8. E2E Networks Ltd 9. NLC India Ltd 10. Bajaj Consumer Care Ltd 1. Universal Cables #UNIVCABLES

@Dev_Fadnavis @narendramodi @HardeepSPuri Why not giving permission to Balaji Amines DME Project for commercial use? it's in Nation interest . youtu.be/JIpOHnC3Wvo?si…

@WarMonitorINTL Venezuela

Not Saudi, not US: India's newest major oil supplier may surprise you Guess.....??

🔥 30 Dhurandhar Management Guidance Stocks - Deep Industries – 30–35% growth for FY27 and FY28 - Zinka Logistics – 30%+ growth for next couple of years Sky Gold & Diamonds – 30–35% growth for next 4 years Sarda Energy – 20%+ growth for next 3 years - Atlanta Electricals – 40%+ growth for next 2 years - Gravita Ltd – 35% growth for next 4 years Anand Rathi Wealth – 25% growth for next few years - Zen Technologies – 50%+ growth for next 2 years - Frontier Springs – 30%+ growth for next couple of years - Genus Power – 33%+ growth for FY27 - Macfos Ltd – 40%+ growth for next 2–3 years - Azad Engineering – 25–30% growth for next few years - KEI Industries – 20%+ growth for next 3–5 years - Va Tech Wabag – 20%+ growth for next 3–4 years - Epack Prefab Tech – 20%+ growth for next couple of years - Pondy Oxides & Chemicals – 20%+ growth for next 4 years - Namo eWaste – 40–50% growth for next 2 years - Baheti Recycling – 30–35% growth for next 2 years - Sunlite Recycling – 20%+ growth for next 3–4 years - Tinna Rubber & Infrastructure – 25%+ growth for next 2 years - Antony Waste Handling Cell – 20%+ growth for next few years - Shilchar Technologies – 20%+ growth for next 2–3 years - Krishna Defence – 30–40% growth for next few years - Airfloa Rail Technology – 50% growth for next 2 years - Supreme Power Equipment – 50% growth for next 2 years - Danish Power – 20–25% growth for next 3 years - BLS International + – 20–25% growth for next 5 years - TARIL– 40%+ growth for next 3 years - Acutaas Chemicals – 25%+ growth for next 3 years - Neogen Chemicals – 40%+ growth for next 3–4 years Any on your radar?

@AstroSharmistha @waghkunal742 @PankajjKashyapp Translate by AI to Hindi.

@waghkunal742 @PankajjKashyapp sorry i cannot do that as i dont know hindi much. baat chalane layek ho skati hain kitabi bhasha nehi hain mere paas. so no way possible in hindi

Writing Nakshatra book was always in my mind and working on that too but I never thought I would go for yearly Magazine. Thanks to @PankajjKashyapp who motivated me a lot for STELLAR TALK. Hope it made some sense to you and next time you will meet me will give some Gyan from this. Dont you want my signature on STELLAR TALK? so you need to meet soon. You are so correct, Daruwalla's yearly booklets used to fascinate me too in my college days. Even when I met his son two years back, I said the same.

@BasantBaheti3 ARUN ATTARDE , MUMBAI

“चाय पे चर्चा शेयर बाज़ार की” मुझे 2026 में किसी 3 ऐसे भारतीय शहर और एक विदेशी शहर की यात्रा करनी है जहाँ मेरे सबसे ज़्यादा फॉलोवर है, मेरे से मिलने का कोई चार्ज नहीं रहेगा , सोशल मीडिया मेरा धन कमाने का जरिया नहीं है ! तो अपना नाम और शहर का नाम REPLY करके बताना शुरू करो, अपना फ़ोन नंबर मत लिखना क्योंकि वो तब मुझे DM करना जब मेरा आना उस शहर में फाइनल हो जाये ! जिस शहर में सबसे ज़्यादा फॉलोवर होंगे वहीं सबसे पहले आऊँगा !

@vivbajaj Wendt

Ask me any Stock in this thread and I will share the Fundamentum view !!