SAKAR HEALTHCARE

Getting Ready for 600-750-899-1000-1200+

Won’t be surprised to see it 2500+ in Longterm

Shriram piston

Sub 1000 To 3333+

Long way to go

Strong 💪 fundamentals

Dolat Algo

Above 92 🚀

Getting Ready for Upmove

All other stocks wld also do well in next 1-2-3-4-5 years

Slow & steadily

Wockhardt pharma

Next Few Qtrs expecting good numbers

Getting Ready for Upmove and expecting Fresh ATH in next 1-2 Qtr

Nifty currently Trading @‘25670

Strong support @ 25500 -25590 zone

Expecting Bounce Back

Nifty Range - 25500-26200

Nifty strong Resistance - 26350

Nifty Boucing from support zone

Days Low - 25473

Shriram piston

Yesterday lows - 3010

This wld be 1st stock to make ATH Again in next few days/Months

BSE LTD

Need some patience

Stuck in Range

Recent Lows - 2581

Range - 2500-2950

Watchout for close above 3050

Shld do well in next Qtr onwards

BSE LTD

Recent High - 2978
Recent Lows - 2581

Watchout for Close above 3050

Slowly & Steadily All Levels coming

Fundamentally strong 💪 companies

Check from Your End

Promotors Track Record

How company working

Last 3-5-10 years Growth

Future expansion & Plans

Promotors and Management vision and commentary

How they Fared in last Covid downturn

Nothing happens in few months

Give 2-3-4-5 years

Wealth creation Journey 🛫

Slow and steadily all shld do well

Just an Observation
Commodity Cycle on Upmove

Gold ☑️
Silver☑️
Copper & Aluminium ☑️
Oil & Gas ( started ) ⬆️

Next could be Fertilisers

Let’s C

STREET EXPECTATIONS FROM UNION BUDGET FY 2026-27:

Below is an analysis of the key reforms and sector-specific expectations poised to strengthen India’s economic foundation.

Direct Tax Reforms:

Interest Deduction under Section 24(b):
The cap on interest deductions for self-occupied properties may rise, easing burdens for individual taxpayers.
Joint Taxation for Married Couples:
A new joint filing option could simplify compliance and unlock added benefits.
Foreign Tax Credit at TDS Stage:
Claiming FTC during TDS deduction—rather than only at return filing—addresses a longstanding gap.
ESOP Taxation for Relocated Employees: Clear rules are needed for perquisite taxation on vesting, especially for those partially in India during the period.
Enhanced Depreciation for Manufacturing:
Beyond initial-year benefits, extended depreciation in later years would counter higher wear-and-tear in this vital sector.

AI and Robotics Tax Incentives:
Building on 2025’s focus, fresh benefits for AI, robotics, and space tech would elevate India’s global edge.
EV Car Perquisite Valuation:
Update Section 17 and Rule 3 to fit electric vehicles, moving beyond outdated engine-capacity metrics.
Capital Gains on Contingent Consideration:

M&A deals often hinge on future performance; explicit tax rules for such gains are overdue.
Section 80JJAA Relaxation:
Amid tepid job growth, easing this employment-linked deduction would spur hiring.
Further Decriminalization:
Extending 2025’s TCS-related decriminalization to more provisions would streamline enforcement.
Indirect Tax Reforms:

GST Simplification:

Post-GST 2.0’s success in revenue and compliance, expect tweaks to Input Tax Credit for smoother cash flow and business ease.

Customs Litigation Digitalization:

Faster resolutions and digital tools would boost importer confidence and trade efficiency.

Tariff Structure Alignment:

Streamlined, globally synced tariffs would cut complexity for importers and exporters.

Export Rule Liberalization:

Incentives amid geopolitical flux could sharpen competitiveness and balance trade.

Expanded Advance Rulings:

Broader scope would slash litigation, costs, and delays in tricky customs cases.

Real Estate Boost:

Lower stamp duties and an affordable housingn threshold up to ₹75–90 lakh to ignite demand.
Single-window approvals, stalled-project fixes, and ‘infrastructure status’ for cheaper, long-term funding.

Fostering Global Ties:

Easing FDI hurdles, tech transfers, and collaborations to draw global firms.
Optional presumptive tax for foreign players in tech consultancy, e-commerce, digital services, management, and software.

AI and Robotics Push:

Production-linked incentives and infra support extended to AI, robotics, and deep-tech.
Beefed-up digital/compute infrastructure for AI rollout.
AI integration in healthcare, logistics, education, and public services.

Manufacturing and MSME Support:

Subsidies on raw materials/machinery and export perks for global competitiveness.

MSME priorities:

Quicker credit access, robust guarantees for new/informal borrowers, and rural scheme delivery.

Climate Action and Green Energy:

Scale solar manufacturing to cut imports; enhance grid storage for reliability.
Advance green hydrogen and clean industrial fuels.

Clean Mobility:

EV charging beyond metros, local battery production/recycling, and public transport synergies.

Defense Allocation Surge:

Bigger outlays for homegrown production and subsidies.
Tie-ups with infra and advanced manufacturing; slash import reliance.

R&D Investment:

Ramp up public funding for innovation hubs and applied research.
Industry-academia-startup partnerships focused on commercializing outputs.

Healthcare Advances:

Cut customs duties on key drugs, therapies, robotics, and radiotherapy gear.
PLI infra boosts for more beds, rural facilities, and telemedicine.
Pharma/device PLI 2.0, R&D incentives, and GST tweaks to curb imports.

Gold & Silver madness continues

Current situation in Equity Majority not interested to invest in Equity
Such situation has arise before also

It’s tough to say anything right now about Equities in Indian markets ,

But sharing what we see

Just an Observation

What we faced so far in last 23 months

23 months of time corrections

20% drop in Microcap-250 index

16% -18% drop in smallcap index

Valuations are down between 20-40% from the peak.

50% tariff on India .
LTCG hike
STCG hike
All time low in Rupee
Daily Drama by Trump .
Record selling by FIIs
Record selling by promoters
BJP fell short of majority

You survived all & technical indicators are oversold for sure , hope for the best in next few Days

Let’s C

Nifty ❤️
Below 25000
Days Low - 24928

Last support @ 24500

Last time bounced strongly from sub 24000 zone

Bounce expected Today 2nd Half or in 1/2 days

Let’s C

Ahead of the budget, everyone was waiting for 27k — but the market delivered 25k instead

Panic at its best. Markets always move on anticipation, not on the actual event. By the time the event unfolds, the move is usually exhausted.

If and when an actual attack happens on Iran, that’s likely when the market makes its bottom. Fear gets priced in early; certainty arrives with the event.

EKC

EXCELLENT Q3 numbers

Bouncing strongly from 100 zone

Pappu’s Investing Journey

• 2020: IT stocks rally → Pappu buys in 2021

• 2021: Chemical stocks Rally → Pappu buys in 2022

• 2023: Railway stocks rally → Pappu buys in 2024

• 2024: Defence stocks rally → Pappu buys in 2025

After every investment, the stocks stopped moving.

Now in 2025, Pappu sees Gold & Silver rallying and invests in 2026…

🔸Pappu doesn’t invest early.

🔸Pappu invests after headlines and only after media Hyped

🔸Pappu always catches the top.

Don’t be Pappu….

Invest before narratives peak, not after they become obvious...