Other Key Players

🔹 CG Power – ₹7,600 Cr chip facility

🔹 Kaynes Tech – 65% topline growth

🔹 Acutaas Chemical – JV for chip chemicals

🔹 Jubilant Ingrevia – 12+ opps in semi segment

🔹 Unimech Aerospace – 35–40% revenue growth FY26

🔹 RIR Power – India’s 1st SiC fab

🔹 Inox India – Ultra-high purity ISO containers

🔹 IZMO – 25–30% growth

🔹 Moschip – Design, IP, turnkey

🔹 ASM Tech – Semiconductor mfg facility

🔹 Archean – ₹2,067 Cr fab facility

Deepak Fertlizer

Today’s Low - 1376.20

Kellton signs MoU with Hungary's E-Group ICT Software Zrt.

• Plan to jointly create an AI Gigafactory under EU-India initiative.

• Focus on sovereign, human-centric AI with emphasis on security and transparency.

• Combines European AI sovereignty goals with India's tech expertise.

Waaree Energies

5% 💚

3420++

Watch out for close above 3460

Waaree Energies

Yesterday 7% 🆙

Today 4% 🆙

3595

ATH of 3743 shld be getting ready to cross SOON 🔜

On Radar a company with
zero-debt with huge cash reserves and consistently uptick in margins.

In FY25, it reported:

Sales - ₹732 Cr

Operating Profits - ₹438 Cr (OPM 60%)

Net profit - ₹375 Cr

EPS ₹53.25

Here’s what stands out:

✅ Sales have grown from
₹360 Cr in FY19 ——> ₹732 Cr in FY25 (2x in 6 years)

✅ Net Profit surged from
₹180 Cr in FY19 ——> ₹375 Cr in FY25 (compounded growth)

✅ Operating margins remain at ~60%, among the highest in the industry

✅ EPS has steadily risen from ₹25.57 in FY19 → ₹53.25 in FY25 → ₹57 TTM



A company that blends stability, efficiency, and long-term growth.

Stock Name - Nesco

Mumbaikar knows where’s it located

CMP -1580

Support @1450/1350/1240

In next 5-6 years it wld be much better from here

IREDA

Aft making strong base formation bwt 143-150 zone

Aft big consolidation crossing 151

Resistance - 162/175/188

https://youtube.com/shorts/S1SkKQteDmk?si=MsQNdtjUonogl9HZ

Wockhardt pharma

Greatest discovery after penicillin…”, Wockhart Limited tested new antibiotic ‘Zaynich WCK 5222’

On Radar

Vikran Engg

CMP - 110

Recently listed ipo
Ipo price @ 97
Watch out for next 1-3 months for price

Longterm looks good and interesting


Busienss profile:

The company provides comprehensive end-to-end services from conceptualization, design, supply, installation, testing, and commissioning on a turnkey basis across multiple infrastructure sectors, including power transmission and distribution, water infrastructure, and railway projects.

Product Portfolio & Service Offerings:

a) Power Transmission & Distribution:

- High-voltage transmission lines up to 765 kV
- Substations up to 400 kV (both AIS and GIS)
- Power distribution networks
- 30,000 smart metering connections executed

b) Water Infrastructure:

- Surface and underground drinking water projects
- Water treatment plants and overhead service reservoirs
- Multi-village schemes under Jal Jeevan Mission
- Rainwater harvesting systems
- Ductile iron pipe supply and laying

c) Railway Infrastructure:

- 132 kV traction substations
- Underground EHV cabling projects
- OHE 25kV, 50 Hz AC railway electrification
- 220 kV underground EHV cable work

Project Track Record

a) Completed Projects: 45 projects across 14 states with total executed value of ₹1,919.92 crores (as of June 30, 2025)

b) Ongoing Projects: 44 projects across 16 states with 190 sites and store locations

Order Book:

As of June 30, 2025, the company has an order book of 2,444 Crs unexecuted out of total orders worth 5,120 Crs, providing revenue visibility for 2-3 years.

The Human mind is BULLISH when fully invested
&
BEARISH when in Cash 💴

But Mr.Market doesn’t care whether you are Long/Short or Invested or in cash

It will do what it has to do — regardless of your position.

Deepak Fertlizer

Watch out for above range breakout in next few days

Deepak Fertlizer

1578 💚

EKC

Watchout for close above 155-158 zone in coming few Days

Waaree Energies

Ath —->3865

CMP - 3255

Support @ 3200-3060

Company expected to perform better in coming few Qtrs

Stock to add at CMP & on all Dips for next 12-18-24 -30 months

Deepak Fertlizer

Days Low - 1520

Support @ 1490/1440

Would take few Days to cross 1560-1600 zone but after that no looking back

Keep on Radar