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Amit Belwal
1.7K posts

Amit Belwal
@AMIT55B
Building @stockscansin 🚀 Trying to be the windless lamp in a world full of storms
DELHI شامل ہوئے Haziran 2020
251 فالونگ1.1K فالوورز
Amit Belwal ری ٹویٹ کیا

You know what?
Today, I will take you head on and not get intimidated by a 2 rs troll.
I have covered numerous sectors from Cdmo to aerospace to financials to shipbuilding and what not with an intention to share knowledge. Given your hate and stupidity you don’t even realise that I haven’t covered names like route etc that you have mentioned. I get it why you’re doing this- you want cheap attention & your twitter payout . Even businesses like alkyl at numerous places I have mentioned how margins are at an all time high and non replicable.
Many many businesses which have done well but given you just want to defame. I will mention this-
Those who know us and have followed hardwork of @soicfinance @ResearchSOIC - will know the value we have delivered.
For 2rs troll like you - this is the last bit of attention that you deserve especially when you can’t even write your real name.
Our work will go on and get better from here :)
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@RaghavJain0306 @stockscansin Going live tomorrow 1PM. Dedicated Masterclass for this
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@stockscansin how to get in table form.. pleas make a short video to guide this
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Reading Between the Lines with StockScans.
stockscans.in/announcement-s…
Disc: Not a Buy/Sell Recommendations.

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Perhaps one of the reasons for the continuous price increase of whey protein, and eventually its derivatives, too.
@chiragbarjatya.

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Amit Belwal ری ٹویٹ کیا
Amit Belwal ری ٹویٹ کیا

Concall Highlights - Gravita India Ltd.
1. FY26 Adj. EBITDA margin came in at 10.6% with PAT margin at 8.88%. Per-ton economics: Lead ₹23,043, Plastic ₹16,043, Aluminum ₹12,328. Q4 EBITDA was pressured by Middle East logistics disruptions which hit value-added products (10–12% of sales) and Q1 FY27 EBITDA/ton is expected at the lower end of guidance until those normalize.
2. Total 4-year CAPEX has been revised upward from ₹1,200 Cr → ₹1,700 Cr, with copper alone consuming ₹700 Cr in CAPEX + ₹1,200 Cr in working capital. The ₹560 Cr RMIL acquisition (99.44% stake, 31,200 MTPA Gujarat facility) is the anchor; copper margins are projected to expand from ₹45,000/ton today → ₹65,000–70,000/ton post backward integration, targeting 20%+ ROCE for the segment. Net debt is forecast to spike from ~₹100 Cr today to ₹800–900 Cr within 15 months to fund this but the multi-year program is otherwise self-funded via internal accruals.
3. Capacity is set to nearly double 4.57 Lakh MTPA today → 8+ Lakh MTPA by FY29. Lead target was raised to 800,000 tons; the 45,000-ton Phagi (Jaipur) plant is physically complete and awaiting government approval for Q1 FY27 commissioning. Copper Phase 1 (29,400 MTPA Mandvi, ₹160 Cr) and Mundra rubber expansion both go live in H1 FY27, with copper scaling to 60,000 tons in 2–3 years and 100,000 tons by FY29.
4. Vision 2029: 20–25% volume CAGR, 50% revenue from value-added products (vs. 42% in FY26), and a 70+ country footprint. Segment EBITDA guidance: Lead ₹19–20/kg, Copper ₹45/kg (rising to ~₹60/kg at full integration), Plastic ₹10–12/kg, Rubber ₹7–8/kg.
Interesting Management Quotes-
"Net debt will surge to ₹800–900 Cr within 15 months to fund the copper build-out. After that, the multi-year program is self-funded external borrowing is reserved strictly for working capital, not asset creation."
"Sustainable lead EBITDA floor is ₹19–20/kg. Recent years had temporary arbitrage benefits we're normalizing out but the unorganized sector arbitrage shrinks as RCM and TDS on scrap come in."
"Lithium-ion volumes are not in our FY29 guidance that's pure additional upside. Steel recycling has been deferred 2–3 years so we don't lose execution focus."
"Q1 EBITDA/ton will likely sit at the lower end of guidance Middle East logistics disruptions are hitting the value-added mix, which is where our highest margins are."
"Full utilization of the 30,000-ton copper capacity needs roughly ₹1,000 Cr of dedicated working capital that's the 90-day cycle of imported copper scrap."
Read full Concall & Notes here: #documents" target="_blank" rel="nofollow noopener">stockscans.in/company/NSE%3A…
Disc: Not a Buy/Sell Recommendation.



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Amit Belwal ری ٹویٹ کیا
Amit Belwal ری ٹویٹ کیا

Doing Peer-to-Peer analysis is now much easier with StockScans.
As Q4 results start coming in, investors should always compare companies with their peers that’s where real insights emerge beyond just topline and bottomline numbers.
With the new UI upgrade, you can now compare:
• Technicals
• Quarterly Ratios & Results
• Balance Sheet Trends
• Cash Flow Statements
• Annual Performance Metrics
• And much more...
Do check out the Peer-to-Peer comparison for the Diagnostics industry results released so far 👇
stockscans.in/peer-compariso…
Disc: Not a Buy/Sell Recommendations.


StockScans By SOIC@stockscansin
Some Interesting Businesses coming in Q1 FY26 Result Scanning. Industries worth tracking -- 1. Hotels: Strong Q1 led by high occupancy and record revenues across major players. 2. Hospitals: Growth driven by increased patient volumes and steady margin profile. 3. Diagnostics:
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There are those who always think of Me and engage in exclusive devotion to Me. To them, whose minds are always absorbed in Me, I provide what they lack and preserve what they already possess.
Amit Belwal@AMIT55B
The only verse to help you stand strong in any situation of Life. अनन्याश्चिन्तयन्तो मां ये जना: पर्युपासते | तेषां नित्याभियुक्तानां योगक्षेमं वहाम्यहम् ||
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@singhalakash17 @ishmohit1 @stockscansin You can add that directly from chart section akash ji.
Plss drop an email at support@stockscans.in will share screenshot with you
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@ishmohit1 @stockscansin Looking for one improvement or may be i am missing that one.
While looking at the chart after running my scanner suppose i liked that stock i dont see anyway to add that in my track list directly..
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Easy to scroll and check multiple results using @stockscansin during results season
stockscans.in/result-scans

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Amit Belwal ری ٹویٹ کیا
Amit Belwal ری ٹویٹ کیا

Custom Index we found interesting in our weekly reading 📖
1.Micro Financiers
2.Commercial Vehicle Financiers
3.Mining & Minerals
4.Small Finance Banks
Two of them are showing continuous relative strength.
Two are just beginning to turn after a long patch.
Definitely worth tracking and reading business updates from companies constituting these indices.
Disc: Not a buy/sell recommendation.
#StockScans #Q2Updates




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Amit Belwal ری ٹویٹ کیا

This simple check before reading Q4 Results can filter very interesting businesses for you.
stockscans.in/announcement-s…
Disc: Not a Buy/Sell Recommendation.

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Amit Belwal ری ٹویٹ کیا

1400+ Mutual Funds. One Webinar. Zero Confusion.
There are 1,400+ mutual funds in India. Most investors either freeze because of the options, or just pick whatever topped last year's chart.
Here's a data point that stopped us cold: a 20-year study showed that Indian equity funds delivered 19.1% returns but investors in those same funds actually earned only 13.8%.
That gap is exactly what we're fixing this Sunday.
Join our live masterclass to build a framework you'll use for the rest of your investing life.
Topic: Mutual Fund Masterclass 2026
Date & Time: 3rd May 2026, 1 p.m. (IST)
Registration Link: learn.soic.in/learn/fast-che…
Use a browser to enrol, mobile apps charge 30% additional fees
Venue: Zoom
☞ Enrolment valid for 365 days.
☞ Recording available 48-72 hours after the live session.
What You Will Learn:
✓ How to filter and select the best mutual funds?
✓ Active vs Passive funds
✓ SIP strategy to achieve your goals
✓ Screening: Rolling returns, Alpha, Sortino ratios
✓ Should you invest in Thematic funds & NFOs?
Exclusive SOIC Membership:
Our webinars and micro-courses are included in our SOIC Membership & StockScans bundle.
Explore and join: learn.soic.in/learn/SOIC-Cou…
Use a browser to enrol
Limited Period Coupon Code: SOICSCANS
Valid until 30 April, 2026

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