India's Next Industrial Revolution - 6 structural growth engines for India through 2030 💥 #Space- 5x expansion → $40–45bn economy💥 #Semiconductors ~$20bn investments already underway + $13bn new incentive plan #DataCentres Capacity: ~2GW → 10GW 💥 Potential Opportunity- $45bn 💥 #Electronics India moving from assembly to value addition. ECMS could enable ~50% localisation of mobile component value chain ☀️ #Solar ~35GW cell capacity operational + ~100GW under construction ~90% of manufacturing value chain expected to localise by 2030 💥#Aerospace & #Precision Engineering - This one is particularly interesting because India already has a base. #Boeing and #Airbus are currently sourcing around $1.4–1.6bn annually from India, according to Jefferies.💥 Indian companies are already supplying global OEMs/Tier-1 companies. #Aerospace components tend to have: ~ High qualification barriers ~ Long customer relationships ~ High switching costs ~ Increasing content per aircraft ~ Long product cycles That's why #Precision-engineering companies moving from automotive/industrial into aerospace can have a potentially significant runway. AI → Data Centres → Power → Semiconductors → Electronics → Aerospace → Space → Solar

#Havells India | Q2 FY27 Strong revenue growth, but margin pressure remains. • Revenue up 34.6% YoY to ₹6,417 Cr • EBITDA up 30.5% to ₹576 Cr • EBITDA margin at 9% vs 9.3% last year • PAT up 11.1% to ₹353 Cr • Contribution margin declined to 18.2% from 20.1% • Cash & equivalents at ₹1,190 Cr Cables faced margin pressure due to aluminium price movements, while calibrated price hikes helped offset raw material inflation across the rest of the portfolio. The interesting part: operating leverage supported EBITDA growth despite softer contribution margins. Revenue momentum is strong, but margin recovery will be key to watch in coming quarters. #Havells #Q2FY27

#Nippon AMC Q2FY27 - Revenue from operations grew 21% YoY to ₹796 Cr, while PBT before exceptional items rose 20% to ₹547 Cr. A few key numbers: • H1 revenue up 24% to ₹1,563 Cr • H1 PBT up 24% to ₹1,211 Cr • H1 PAT up 12% to ₹828 Cr • Q2 PAT at ₹324 Cr, down 6% YoY The ₹97 Cr exceptional expense impacted reported Q2 earnings. ~ Interim #dividend ₹9.50/share

Indian Hotels (IHCL) | Nomura: BUY | TP ₹850 Strong Q2FY27 performance, with growth guidance upgraded. • Revenue grew 22% YoY • EBITDA grew 24% YoY • Both revenue and EBITDA beat consensus by 5% and 3%, respectively. Management has #raised FY27 revenue growth guidance to 15–17% from 12–14% earlier. 💥 Hotel revenue is expected to #grow 17–19% YoY in FY27. Nomura expects mid-to-high-teens consolidated EBITDA growth in 2HFY27 and FY28. The demand outlook remains strong, with an improving growth trajectory and #operating leverage supporting the next leg of growth.

#Eternal | Brokerages remain bullish 💥 JPMorgan: OW | TP ₹420 CLSA: #High Conviction O-P | TP ₹506 Citi: Buy | TP ₹385 Key takeaways from Q2FY27: • Food delivery NOV growth #accelerated for the 5th consecutive quarter to 21% YoY, driven by higher MTUs and order frequency. • Blinkit NOV grew 22% QoQ, while adjusted EBITDA margin improved 30 bps to 0.9% of NOV. • Eternal raised Blinkit store guidance to 3,500 by Mar’27 (vs 3,000 earlier) and 5,000 by Mar’28. 💥 • MTU additions hit 5.2 mn in Q2, up from 4.6 mn in Q1, with smaller cities driving growth. The near-term trade-off: higher investments in dark stores, customer acquisition and marketing are weighing on profitability. CLSA now expects steady-state profitability in FY29 instead of FY28, while JPMorgan sees scope to sustain 20%+ food delivery growth with broadly stable margins. The bigger picture remains intact: Eternal is prioritising growth and market share today, with profitability to follow as scale improves. Brokerage targets range from ₹385 to ₹506.

#Syrma - when #valuation and #growth both are at High... difficult to take call.

Eternal Q2FY27 concall: Blinkit expansion remains aggressive, but management is confident on returns. A few key takeaways from the call: Food delivery market can #compound at 20%+ for many years. 💥 Blinkit’s #mature cities are already operating at 5%+ adjusted EBITDA margins. Store expansion targets: • 3,500+ stores by March 2027 • Around 5,000 stores by March 2028 Management says new stores are meeting return thresholds despite intense competition, with positive growth prospects in #smaller cities. EBITDA margins are expected to #improve as the network expands. Cash balance stands at ₹16,475 Cr vs ₹18,288 Cr QoQ. Management attributed the decline to inventory build-up ahead of the festive season. #Eternal #Blinkit

Eternal to acquire 5.4% stake in MyGate in share-swap deal moneycontrol.com/news/busine…

#IHCL Q2FY27: Another record quarter. Guidance upgraded 💥 ~ 18 consecutive record quarters for Indian Hotels. Revenue grew 21% YoY to ₹2,566 Cr EBITDA up 21% to ₹788 Cr, with 30.7% margin PAT grew 23% to ₹349 Cr The operating momentum remains strong: • Hotel segment revenue grew 24% • RevPAR rose 25% in domestic same-store hotels • 47 hotel signings in H1, taking portfolio to 670 hotels • 280 hotels in the pipeline Management has #upgraded FY27 revenue growth #guidance from 12–14% to 15–17%, with hotel segment revenue growth expected at 17–19%. The Accelerate 2030 #target of 700 hotels is now well within reach, ahead of schedule. IHCL is scaling its brand portfolio while maintaining strong operating performance. #IHCL #IndianHotels #Hospitality

Eternal’s Dark.ai is an interesting new venture by Deepinder Goyal. The idea is simple but powerful — build an #AI assistant where privacy comes first. • Uses fine-tuned frontier open-weight models on its own infrastructure • End-to-end #encryption, with Eternal claiming it cannot read users’ conversations • #Encrypted memory across sessions, controlled by users • Target users include founders, researchers, scientists, enterprises and governments • Models designed to prioritise truth over simply pleasing users ,#Global launch is targeted within 2026. Model benchmarks are awaited. For Eternal, this could open a #new business beyond food delivery and quick commerce. Interesting ambition. Let's watch... #Eternal #DarkAI #AI

#Blinkit - Store count as on sept 26 at 2,751, targeting 3,500+ by March 27. That's ~ 28% more in next 6 months by Mar’27 and ~5,000 by Mar’28 💥 That's ~ 82% more store in next 6 quarter 💥 Think of NOV how much it will reach with growth of store count + LFL growth + more matured stores 💥

#Eternal | Q2FY27: Growth Engine Firing on All Cylinders! ✅ Consolidated B2C NOV: ₹35,644 Cr (+54% YoY, +15% QoQ) ✅ Adjusted Revenue: ₹24,621 Cr (+76% YoY; 58% LFL growth) ✅ Adjusted EBITDA: ₹666 Cr (+197% YoY, +20% QoQ) Segment-wise growth: ✅ Blinkit: NOV ₹20,940 Cr (+79.3% YoY; +22.2% QoQ). Store count at 2,751, targeting 3,500+ by Mar’27 and ~5,000 by Mar’28 💥 ✅ Zomato Food Delivery: NOV ₹11,445 Cr (+21.5% YoY), marking the #5th consecutive quarter of growth acceleration. ✅ District: NOV ₹3,259 Cr (+58% YoY). ✅ Hyperpure: Revenue ₹1,154 Cr (+22.7% LFL). ✅ Bistro & Nugget: Adjusted revenue rose to ₹132 Cr vs ₹95 Cr in Q1FY27. #Eternal #Blinkit #Zomato #Q2FY27 #Earnings

#Eternal (Zomato + Blinkit): Q2FY27 highlights Strong growth with a sharp improvement in profitability! ✅ Consolidated: Adjusted revenue ₹24,621 Cr (+76% YoY); Adjusted EBITDA ₹666 Cr (+197% YoY) 💥 ✅ Food Delivery: NOV ₹11,445 Cr (+21%); EBITDA ₹627 Cr (+25%) ✅ Quick Commerce (Blinkit): NOV ₹20,940 Cr (+79%); EBITDA swung to ₹184 Cr profit vs ₹156 Cr loss last year.💥 Added 308 stores, taking total to 2,751. ✅ Going-out (District): NOV ₹3,259 Cr (+58%); EBITDA loss narrowed to ₹64 Cr. ✅ Hyperpure: Revenue ₹1,154 Cr; EBITDA turned #positive at ₹10 Cr. Blinkit is scaling rapidly while margins improve for the sixth consecutive quarter. Food delivery remains profitable, while District continues to invest for growth. #Eternal #Zomato #Blinkit #Q2FY27 #Earnings

#Rategain - Choice Equities initiates coverage with BUY & ₹1,185 TP vs CMP ₹780. Upside potential 52% 💥 FY 26-29 growth estimation - • Revenue: ₹1,823 Cr FY26 → ₹3,886 Cr FY29E • Revenue CAGR: ~29% • EBITDA CAGR: ~37% • PAT CAGR: ~41% 💥 • EBITDA margin: 18.5% → 22.5% 💥 • FY29E EPS: ₹46.2 • FY29E P/E: ~17x 💥 In my view it can do #Better than the estimated figure - RateGain is evolving from a travel SaaS player into an #AI-led Travel Revenue Operating System, with 14,000+ customers and increasing transaction-linked revenues. #Sojern + Adara have expanded its product depth and cross-selling opportunity, while improving GRR/NRR points to stronger customer stickiness. I also like the #Capital allocation approach — acquisitions have been used to build capabilities, reach and customer wallet share rather than simply chasing inorganic growth. The business is increasingly positioned for operating leverage and #FCF generation as integrations mature and margins expand. Management's FY27 framework of ~₹3,100 Cr revenue and 22.5–23.5% EBITDA margin provides an important near-term execution marker.

#VMM - seems like margin trade selloff. This will happen in many names. Many opportunities will knock. Let's prepare and keep your list ready 🤗

#Sale is going on many names 🤗 #Sansera #Rategain #SBCL #Manorama #SJS Enterprises #Nippon AMC #Polycab #TVS Motor #KFintech #Timex #Shilpa Medicare #Bajaj Finance #Leela Palace #KRN ... etc

Bajaj Finance | The #AI transformation is scaling up! AI is no longer just a technology initiative at BAF. It is becoming an integral part of how the business operates and scales. ~ AI-related disbursements: ₹2,740 Cr, up 112% YoY 💥 ✅ 328 employees in the AI unit ✅ Facial recognition across 535 stores & 1,163 service branches ✅ AI bots handling 75% of DIY customer service volume ✅ ~130 AI agents and ~65 agentic applications already deployed FY27 targets: 600 AI agents | 118 agentic applications As Bajaj Finance expands its lending franchise, AI could help improve productivity, automate decisions and control operating costs. If execution delivers, technology could become a meaningful driver of operating leverage and long-term earnings growth. Watch the productivity gains—not just the AI numbers. Source: Elara Capital #BajajFinance #BAF #AI #EarningsGrowth #Investing

#BajajFinance | Brokerages remain bullish 💥 ✅ HSBC | Buy | TP ₹1,270 Segment-leading performance continues. MSME loan growth could revive, while multiple levers may help offset revenue headwinds and protect #RoA/RoE. Potential capital raise could support growth and profitability. ✅ Nomura | Buy | TP ₹1,270 Q2FY27 PAT in line. FY27 loan growth #guidance raised to 26–27%, while medium-term guidance remains at 23–25%. Marginal NIM pressure expected; EPS estimates trimmed 2–3%. FY28–29E RoA/RoE at 4.2%/19.9%. ✅ JPMorgan | Overweight | TP ₹1,260 Strong Q2 operating performance, with NII up 24% YoY and PAT up 29% YoY. Growth guidance upgraded, #asset quality remains benign, and #AI-led operating leverage could support 21% earnings CAGR over FY27–29E. ✅ CLSA | Outperform | TP ₹1,300 Strong quarter across key metrics. AUM growth accelerated to 26% YoY, with FY27 guidance raised to 26–27%. Net slippage ratio improved 110 bps YoY. Potential margin pressure from rising funding costs remains a monitorable. #BajajFinance #BAF #Stocks #BrokerageReports #Earnings

Q2FY27: Strong Earnings, Strong Business Momentum - stocks from my watchlist and portfolio 🙂 ✅ #HFCL Revenue +144% | EBITDA +224% | PAT +448% Record quarter, EBITDA margin expanded to 25.9%, with ₹28,911 Cr order book. Optical fibre, telecom & defence offer growth visibility. ✅ #Polycab Revenue +53% | EBITDA +47% | PAT +43% #Strong cables & wires demand; FMEG revenue more than doubled. Net cash position adds strength. ✅ #LeelaPalaces Revenue +33% | EBITDA +36%* | PAT +27% #Luxury hospitality momentum continues, with RevPAR up 30%—pricing power and premium demand driving growth. ✅ #UltraTechCement Revenue +18.9% | Operating profit +17.3% | PAT +21.3% Domestic volumes grew 13.8%, supported by capacity expansion and strong demand. ✅ #BajajFinance Revenue +22.8% | Operating profit +22.8% | PAT +28.7% Revenue ₹24,546 Cr | Operating profit ₹19,593 Cr | PAT ₹6,367 Cr. #AUM growth of 26% and NII growth of 24% highlight strong lending momentum. Management raised loan-book growth guidance to 26–28%. ✅ #ICICIBank NII +17.7% | Core operating profit +21.8% | PAT +20.1% PAT reached ₹14,843 Cr. Loan growth of 30%, deposit growth of 27.1% and a net NPA ratio of just 0.30% underline strong execution and asset quality. ✅ #E2ENetworks Revenue +411% | EBITDA +852.5% | PAT: ₹72.7 Cr vs loss of ₹13.5 Cr Revenue reached ₹223.8 Cr, with EBITDA margin expanding to 76.6%. A ₹1,000 Cr multi-year sovereign AI cloud GPU contract provides significant revenue visibility through June 2029. ✅ #ixigo Revenue +12.9% | EBITDA turned positive | PAT turned profitable Revenue reached ₹321 Cr; EBITDA was ₹18.1 Cr versus a loss of ₹3.7 Cr a year ago. Hotel GTV surged 159% YoY, making hotels a promising growth engine. #Q2FY27 #Earnings #IndianStocks

#BajajFinance - Q2 concall - ✅ Loan book growth guidance raised to 26–28% from 22–23% — a strong upward revision. ✅ Q3FY27 expected to see a festive-led uptick in business momentum. ✅ Asset quality remains stable, reflecting disciplined underwriting. Prudent execution + improving growth outlook + stable asset quality. A positive combination to watch.

#Siemens Energy India | Transmission Supercycle CMP: ₹2,834 | Target: ₹4,554 Upside Potential: ~61% 💥 Deven Choksey Research maintains a BUY rating, highlighting a multi-year power transmission capex opportunity. ✅ FY28E EPS: ₹76 ✅ Target P/E: 60x ✅ Revenue CAGR: 25% (FY25–FY28E) ✅ EBITDA CAGR: 33% ✅ PAT CAGR: 35% ✅ Order Book: ₹19,300 Cr — ~2x revenue visibility Key growth drivers: 🔹 #HVDC & grid stabilisation 🔹 Transmission capex supercycle 🔹 #Gas turbines & power generation 🔹 Renewable integration, data centres & electrification 🔹 Export opportunities At ₹2,834, the stock trades at ~37.3x FY28E EPS. 😔 #SiemensEnergyIndia #PowerTransmission #HVDC #PowerSector #Capex