Fundamental Analysis (Long term)

09 February 2026 04:45

what if they really pull this off at 19 p/e what will be upside ?. it is underdog in textiles

Fundamental Analysis (Long term)

09 February 2026 03:43

SBI ; SBI-Raises credit growth guidance to 13-15% for FY26

Fundamental Analysis (Long term)

07 February 2026 07:30

Power Grid Capex | Structural Supercycle Drivers

Why Different This Time
- 765 kV/HVDC focus: High-ticket, fewer suppliers
- ISTS dominance: Limited comp vs intra-state
- RE urgency: Execution non-postponable
- Multi-yr vis: OB full till FY29+

Key Takeaway
₹37k Cr FY27 signals 3-4 yr execution runway; HVDC/ISTS tailwinds create sustained order book multiplier for ecosystem.

Fundamental Analysis (Long term)

07 February 2026 07:29

Power Grid Capex | Conductors/Towers/BOP Volume Plays

Taril
- In-house EPC + mfg synergy
- Domestic + PGCIL tender gains

Rajesh Power
- Execution-heavy, asset-light
- Fast cash conv in cycles

Yash Highvoltage
- Xformer OEM component supplier
- Indirect high-vol from xformer surge

Quality Power
- Power quality/grid prot equip
- Secondary systems layer

Key Takeaway
Taril/Rajesh/Yash/Quality ride volume/utilisation upside as PGCIL's ₹37k Cr scales BoP execution.

Fundamental Analysis (Long term)

07 February 2026 07:29

Power Grid Capex | EPC Execution Leaders (OB Visibility)

KEC International
- Dominant in 765 kV lines & HVDC corridors
- Heavy Power Grid exposure + global div (ME/Africa)
- FY27-29 execution phase unlocks earnings leverage

Kalpataru Projects
- ISTS transmission line specialist
- High op leverage on accelerated execution
- Captures bundled line + substation packages

Transrail Lighting
- Niche EHV + railway transmission strength
- Small base = disproportionate capex growth
- Margins stabilise with scale execution

Key Takeaway
KEC/Kalpataru/Transrail primed for FY27-29 revenue inflection as Power Grid's ₹37k Cr shifts execution-heavy.

Fundamental Analysis (Long term)

07 February 2026 07:27

Power Grid scales capex 32% - Companies which benefit and their roles in India's transmission Supercycle

Fundamental Analysis (Long term)

06 February 2026 13:29

Power Grid: ~32% Capex Jump to ₹37,000 Cr in FY27 – 12 Quality Transmission Plays

Capex Acceleration
- Power Grid plans FY27 capex ₹37,000 Cr (up 32% from FY26's ₹28,000 Cr RE).
- Focus: 400kV, 765kV, HVDC networks for bulk evacuation & grid stability.
- Signals transmission build‑out surge, driven by inter‑state/high‑voltage projects.

Value Chain Flow
- Capex cascades to EPC, equipment, conductors, cables, grid systems.
- Tracks structure, scale, execution across ecosystem – educational lens, not trading calls.
- 12 quality stocks to study (full chain exposure):
1. Hitachi Energy (HVDC, transformers).
2. GE Vernova T&D (equipment).
3. Transrail Lighting (structures).
4. Rajesh Power (EPC).
5. Yash Highvoltage (insulators).
6. Quality Power (cables).
7. TARIL (towers).
8. Tata Power (integrated).
9. CG Power (switchgear).
10. Siemens Energy (systems).
11. KEC International (EPC).
12. Kalpataru Projects (EPC).

Key Takeaway:
Power Grid's capex ramp underscores India's transmission super‑cycle — study these plays for long‑term ecosystem positioning & execution tailwinds.

@Stockupdate9

Fundamental Analysis (Long term)

06 February 2026 09:09

Sambhv Steels: Massive Stainless Steel Capex Play

Capacity Expansion
Current stainless steel capacity: 58K MTPA
Target: 360K MTPA (6x increase)
Future plans: 1.2 MTPA post-FY27/FY28

Investment Breakdown
Total capex: ₹935 Cr
Debt funding: ₹600 Cr
Internal accruals: Balance

EBITDA Potential
Max utilisation: 70% (~240K MTPA)
EBITDA/ton: ₹13,000-14,000
Annual EBITDA from SS alone: ₹300-350 Cr

Execution Timeline
Commissioning: End of FY27

Strategic Rationale
Govt push to curb cheap Chinese stainless steel imports
Promote BIS-compliant domestic production
Targeting food-grade utensils, pharma applications
India imports ~1 MTPA currently

Industry Context
Jindal Stainless adding 1.2 MTPA capacity
Sambhv's smaller incremental capacity easier to ramp/utilise
Few players crack high-quality SS at scale

Risks Acknowledged
Potential industry oversupply risk exists
Opportunity remains attractive

Financial Upside
Total EBITDA potential: ₹550-600 Cr in 3 years
PAT: ₹300+ Cr
At 25x P/E: ₹7,500 Cr market cap (3x upside)

Key Takeaway
₹935 Cr stainless steel bet delivers ₹300-350 Cr standalone EBITDA, positioning Sambhv for 3x re-rating by FY28.

Must JOIN 👇🏻
@Concalls3

Fundamental Analysis (Long term)

04 February 2026 14:14

Budget 2026 BESS Boost | 25 Key Stocks Benefit

Duty Exemption Extended

Government extends basic customs duty (BCD) exemption on capital goods for lithium-ion cell manufacturing to include Battery Energy Storage Systems (BESS)—previously limited to general battery cells.

Policy Impact

- Lowers setup costs for domestic BESS production
- Signals push for grid-scale storage critical to renewables integration
- Cost-reduction incentive (not direct subsidy) for manufacturers

SME Plays

- Oriana Power
- Bondada Engineering
- Maxvolt Energy
- Rajesh Power
- GP Eco Solutions

Small Cap Plays

- Pace Digitek
- Prostarm Info
- H.G. Infra
- Advait Energy
- KPI Green Energy
- Power Mech Projects
- ACME Solar

Mid Cap Plays

- Godawari Power
- Amara Raja Energy
- HBL Engineering
- Gujarat Fluorochemicals
- Himadri Speciality
- Exide Industries

Large Cap Plays

- Tata Power
- JSW Energy
- Reliance Industries
- Power Grid
- Waaree Energies
- Adani Energy Solutions
- Torrent Power

Key Takeaway:
Budget 2026's BESS duty relief accelerates domestic manufacturing, positioning listed players across market caps to capture renewable storage demand growth.

@Stockupdate9

Fundamental Analysis (Long term)

04 February 2026 14:06

Very good company and company revise the guidance towards upper side

Any decline could be good to accumulate

Fundamental Analysis (Long term)

04 February 2026 13:43

TRANSRAIL LIGHTING Q3 Concall | Stellar Execution

Order Book & Pipeline

- Unexecuted: ₹14,733 Cr (+L1: ₹18,216 Cr)
- Mix: ~90% T&D; Geo: 57% domestic, 43% international
- Pipeline: ₹1+ Lakh Cr next 12M (60% domestic, 40% international)

Key Projects

- Commissioned 765 kV K3 Narela transmission line
- Completed Ahmedabad–Lakhadia 765 kV project
- Executed OHE works for RVNL

Financial Performance

- Q3 Revenue: ₹1,796 Cr, up 32% YoY
- Q3 EBITDA: ₹228 Cr, up 27% YoY (Margin: 12.7%)
- Q3 Op. PAT: ₹126 Cr, up 36% YoY
- 9M Revenue: ₹5,017 Cr, up 49% YoY
- 9M EBITDA: ₹614 Cr, up 40% YoY (Margin: 12.2%)
- 9M Op. PAT: ₹320 Cr, up 61% YoY

Balance Sheet

- Net Debt: ₹463 Cr (D/E: 0.39x)
- ROCE: 25.25%
- Working Capital Days: 83 (vs 91 FY25)

Key Takeaway: 
Transrail delivers 49% 9M revenue growth with robust order visibility—healthy balance sheet and T&D dominance signal multi-year upside.

@Stockupdate9

Fundamental Analysis (Long term)

04 February 2026 09:41

Rossell Techsys – Strategic Growth Update

• Expects to achieve ₹1,300 Cr cumulative revenue in 2 years vs 14 years historically, highlighting sharp execution momentum

• Focused on building a scalable, globally competitive organization as an independent listed entity

• Launched ₹300 Cr QIP to fund capacity expansion, enhance capabilities, and strengthen balance sheet

• Capacity expansion underway, including evaluation of additional leased facility for semiconductor, space, and defence programs

• Strong order book and new customer wins provide multi-year revenue visibility

• Management confident on execution at scale; Q3 performance validates operational resilience

Rossell Techsys Growth | ₹1,300 Cr Revenue Target in 2 Years

Acceleration Trajectory

- Expects ₹1,300 Cr cumulative revenue in next 2 years vs 14 years historically
- Building scalable, globally competitive organization as independent listed entity

Capital Raise & Expansion

- Launched ₹300 Cr QIP for capacity expansion, capability enhancement, balance sheet strengthening
- Evaluating additional leased facility for semiconductor, space, and defence programs

Order Book Strength

- Strong order book with new customer wins ensures multi-year revenue visibility
- Q3 performance validates operational resilience and scale execution

Key Takeaway:
Rossell Techsys shifts to hyper-growth mode with 2-year revenue compression, QIP-funded expansion, and defence-space order tailwinds.

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Fundamental Analysis (Long term)

04 February 2026 08:19

CASTROL INDIA

CO MANAGEMENT SAY that there are trial ongoing for immersion coolants that are used in data centre
adding that it is a big opportunities

Fundamental Analysis (Long term)

04 February 2026 08:03

RAILTEL Says

Expect Healthy Orderbook Implementation Next Year As Well

Cancellation Of Bihar Project Will Not Affect Annual Biz

Seeing Uptick In Order Value From Telecom Sector

Fundamental Analysis (Long term)

04 February 2026 07:47

Data Centre Capacity to increase 3-4x over the next 7-10 yrs

Cumulative investments of 2.3 Lac Crore will be needed to fuel this growth.

Source: ICRA Report on Data Centers, Sep 2025.

Huge opportunity 📊

Fundamental Analysis (Long term)

09 February 2026 04:35

Deepak Nitrite , Aarti Industries and Jubilant Ingrevia Q3FY26 end and Capex ( incremental tracker) and capacities delta, very detailed

Fundamental Analysis (Long term)

07 February 2026 07:30

Power Grid Capex | Investor Playbook

Core Thesis
Rewards EPC execution discipline, HV equipment depth, balance sheet strength
Short-term price action irrelevant - track order conversion + execution velocity

Key Takeaway
₹37k Cr FY27 supercycle demands execution focus over entry timing.

Fundamental Analysis (Long term)

07 February 2026 07:30

Power Grid Capex | Integrated Power/Mfg Plays

CG Power
- Transformers/switchgear scale w/ grid spend
- Utilisation-led op leverage

Tata Power
- Indirect via grid-linked RE evacuation
- Subsidiary execution benefits

Key Takeaway
CG Power's xformer/switchgear + Tata Power's RE grid synergy capture integrated mfg upside from PGCIL supercycle.

Fundamental Analysis (Long term)

07 February 2026 07:29

Power Grid Capex | HV Equip Leaders (Margin/Tech Plays)

Hitachi Energy
- HVDC/765 kV xformers/grid automation leader
- Direct RE evacuation proxy
- Limited comp = pricing power

GE Vernova TD
- Substations/breakers/prot systems
- Complex grid nodes (not plain lines)

Siemens Energy
- GIS substations/grid digitalisation
- Urban/congestion node specialist

Key Takeaway
Hitachi/GE/Siemens capture highest ROCE slice via HVDC/GIS tech in Power Grid's upgrade supercycle.

Fundamental Analysis (Long term)

07 February 2026 07:28

Power Grid FY27 Capex | ₹37k Cr Supercycle Beneficiaries

Capex Evolution
- FY27 capex ₹37,000 Cr (↑32% vs ₹28k Cr prior); cap ₹30k Cr
- Shift: Award-heavy FY25-26 → execution FY27-28
- Drivers: ISTS accel, 765kV/HVDC RE corridors, RE add (solar/wind/hybrid)

Capex Waterfall
EPC (Lines/Substations)
- Kalpataru Proj (tower/EPC leader, ₹66k Cr OB)
- KEC Intl (turnkey EPC, 2.3x FY rev OB)
- Skipper (world#1 tower mfr, low-cost backward integ)

Primary Equip (Xformers/GIS/Reactors)
- GE Vernova (70+ 765kV units PGCIL win)
- Siemens Energy India (HVDC/GIS/switchgear ~30% capex slice)
- Transformers & Rectifiers (shunt reactors, HVDC bushings)

Secondary Systems (Prot/Control/SCADA)
- HBL Power (battery/prot relays for substations)
- Ruttonsha Intl (prot relays/SCADA)

Conductors/Cables/Hardware
- Apar Ind (cond/oil cables)
- Sterlite Tech (OPGW fibre optics)
- Tata Power (hardware fittings)

Key Takeaway
Power Grid's ₹37k Cr FY27 signals transmission supercycle peak; EPC/equip leaders (Kalpataru/GE/Siemens) best positioned for accelerated execution inflows.

Fundamental Analysis (Long term)

07 February 2026 06:18

Corporate Update,
Quaterly result,
Management Guidance,
Management Intervire highlights,
Stock news Live,
Business updates,
Block, Bulk deal,
Institute buy sell,
Monthly sales updates,

And many more Join 👇
@Stockupdate9

Fundamental Analysis (Long term)

06 February 2026 09:22

Vintage Coffee & Beverages: Growth Roadmap Confirmed

Tax Rate Clarity
Management confirms 25% tax rate henceforth (concall update).

Capex Execution
4500MT capacity live in Q4FY26
Q1FY27: 100% utilisation of new capacity

Premium Capacity Addition
5500MT freeze dry coffee capacity
40% more premium product mix
Live in FY27 Q4
Global freeze dry market growing 10%

Long-Term Capacity
FY29 total capacity: 21,000MT

Order Book Strength
Q4FY26 completely sold out as of today

Price Volatility Management
Fixed price contracts (quarterly basis)
Coffee price fluctuations passed through to customers

Key Takeaway
25% tax + premium freeze dry capex + sold-out Q4 positions Vintage for multi-year capacity ramp to 21K MT by FY29.

Must JOIN 👇🏻
@Concalls3

Fundamental Analysis (Long term)

04 February 2026 14:28

TD Power Systems 10% Surge | Concall Catalysts

Demand Visibility to 2030

Management flagged strong YoY growth from prime mover OEMs, with gas turbines/gas engines leading—high demand from Europe/US.

Key Growth Drivers

- Data Centers: Shift to captive power amid grid tariffs/power needs
- Grid Stabilization: Synchronous condensers gaining traction

Export Momentum

- New US gas turbine customer (engineering stage, imminent machine order); large forecast + another major client in talks
- US railway export orders secured (supplies from FY27)

Forex Margin Boost

- Rupee depreciation vs USD/EUR aids exports (stopped hedging 6 months ago)
- Spot rates enhance profitability vs domestic rupee orders

Margins & Costs Managed

- Stable margins via low-cost inventory consumption
- New orders priced for higher copper; renegotiated contracts offset input rises

Capacity Ramp-Up

- Third plant operational Dec 18 (Q3 one-offs from machinery shift)
- Current setup supports ₹2,600-2,800 Cr peak revenue (existing at ₹1,800 Cr run-rate)

Guidance Snapshot

- FY26 revenue: ₹1,800 Cr
- FY27 revenue: ₹2,200 Cr
- Quarterly order adds: ₹575-600 Cr

Key Takeaway:
TD Power's bullish outlook—data center/exports/forex tailwinds, capacity headroom, and firm FY26-27 targets—ignited the 10% rally on execution confidence.

Fundamental Analysis (Long term)

04 February 2026 14:13

INDIA BATTERY STORAGE REVOLUTION

Fundamental Analysis (Long term)

04 February 2026 14:05

TD Power Systems | Data Center + Renewables Play

Core Business Fit

TD Power Systems manufactures industrial generators, renewable energy generators, and power equipment—positioned at the intersection of AI data centers and green energy infrastructure.

Massive Market Opportunity

India's Budget emphasizes AI data centers (~₹6 Lakh Cr capex potential), which demand high-capacity backup generators, grid stabilization, and reliable power systems.

Dual Tailwinds

- Data Centers: Power-hungry facilities needing uninterrupted backup
- Renewables: Solar/wind expansion requiring balancing and integration solutions

Analyst Outlook

Targets up to ₹911 driven by capex revival, order inflows, and infra themes.

Reality Check

Success hinges on execution, margin stability, and sustained order momentum amid broader market trends.

Key Takeaway:
TD Power Systems emerges as a structural beneficiary of data center buildout + renewable push, blending immediate backup demand with long-term green infra growth.

Join @Stockupdate9

Fundamental Analysis (Long term)

04 February 2026 10:00

NETWEB

ANANT RAJ

Budget 2026 Exempts Notified Foreign Cloud Companies Using Indian Data Centres - CNBC-TV18

4 Conditions: Notified Foreign Entity, Indian Data Centre, Meity Approval, Indian Reseller

No Risk Of Global Income Being Taxed In India

Indian Data Centres & Resellers Remain Taxable As Domestic Entities

15% Safe Harbour For Related-party Data Centres

Fundamental Analysis (Long term)

04 February 2026 08:41

WELSPUN CORP Says EBITDA ₹2,500cr+ in FY26; >15% growth visibility

Jal Jeevan Mission tailwinds, FY26 issues behind

Sintex scaling to ₹1,000cr in FY27

Welspun Specialty bright outlook, ₹1,100cr+ potential

Fundamental Analysis (Long term)

04 February 2026 08:16

AWIS SOLUTIONS Says

30% Revenue Growth Guidance For FY261

Fundamental Analysis (Long term)

04 February 2026 07:52

ANAND RATHI Aerospace Mfg Watchlist | Bullish Picks

Engines / High-Complexity Machining

- Azad Engineering
- Raymond
- Godrej & Boyce (Godrej Aerospace)
- PTC Industries

Aerostructures / Structures & Build Packages

- Aequs
- Dynamatic Technologies
- LMW
- Mahindra Aerospace

Avionics / Electronics / Integration

- Rossell Techsys
- Centum Electronics
- Cyient DLM
- Rangsons Aerospace
- Axiscades Technologies

Machining / Multi-Segment

- Unimech Aerospace & Manufacturing
- Samvardhana Motherson International
- Sansera Engineering

Key Takeaway:
Anand Rathi's curated list taps India's aerospace boom—focus on engines, structures, avionics for multi-year defence/export tailwinds.

Fundamental Analysis (Long term)

04 February 2026 07:19

Fundamentally strong Company and Revise guidance to higher side must watch