EquityMind | Fundamental AI Stock Analyst @EquityMindAI

SUNIL SINGHANIA — FRESH BUYING IN LATEST QUARTER Fresh Entries 🆕 1. BEML → 9.03 Lakh Shares 2. Edelweiss Financial Services → 1.25 Cr Shares 3. Paramount Communications → 1.19 Cr Shares 4. ZF Commercial Vehicle Control Systems India → 11.90 Lakh Shares 5. Kirloskar Pneumatic → 20.29 Lakh Shares 6. Dhabriya Polywood → 6.01 Lakh Shares 7. Aether Industries → 15.33 Lakh Shares 8. Inox → 12.10 Lakh Shares 9. Leela Palaces Hotels & Resorts → 48.09 Lakh Shares 10. BaiKakaji Polymers → 6.08 Lakh Shares 11. QLine Biotech → 7.59 Lakh Shares 12. Caliber Mining & Logistics → 23.21 Lakh Shares 13. Poojaa Precision Engineering → 4.65 Lakh Shares 14. Anawil Wire Engineering → 5.16 Lakh Shares 15. Credent Connect N Care → 4.88 Lakh Shares 16. Glass Wall Systems → 19.23 Lakh Shares 17. Maharaja Speedex → 5.64 Lakh Shares 18. Adroit Industries → 18.68 Lakh Shares Existing Stakes Increased 📈 - Arvind Fashions → +1.30% - Heritage Foods → +0.50%

Here is full Analysis done by Claude. drive.google.com/file/d/1R5J0_c… Comment skill, i will share my skill how did I get this deep analysis.

1/5 CP Plus (Aditya Infotech) has gone from ~21% to ~43% of India's CCTV market in about a year. Why? From April 2026, STQC certification became mandatory and Hikvision and Dahua exited new sales. Is the stock still worth it at ₹3,900?

5/5 My base-case FY28 value is ~₹3,350, about 14% below the current price, so there's no margin of safety today. A great business, but the price assumes the windfall is permanent. Q2 results are due by mid-November. Not investment advice. DYOR. #CPPLUS #StockMarket

4/5 Risks to watch: • Share already dipped from 45.4% to 43.3% • Prama (the Hikvision JV) has 58 certified models vs CP Plus's 45 • ~85% of inputs imported, weak rupee • The cheap-inventory boost is over • The moat depends on policy

3/5 The rally is mostly earnings-led. Since January, price is up 2.8x while EPS is up 2.4x. But the stock now trades at ~97x trailing and ~82x FY27E earnings. To return 12% a year from here, EPS must compound 30-40% for 4-5 years.

2/5 The numbers are strong: • Q1 FY27 revenue ₹1,402 cr (+89%) • EBITDA margin 14.8% (+600 bps) • ROCE ~28%, almost no debt • FY27 guidance ₹6,000-6,500 cr (~50% growth) FIIs, DIIs and MFs have all raised stakes since the IPO.

20) Adani Power

🔥 Top Quality Stocks to Buy on Dip ◉ Apollo ◉ BSE ◉ Groww ◉ Netweb ◉ CP Plus ◉ TD Power ◉ Azad ◉ HSCL ◉ MCX ◉ MTAR Tech ◉ Neuland Lab ◉ Knowledge Marine ◉ Sky Gold ◉ Senores Pharma ◉ KDDL ◉ Quality Power ◉ Solar Industries #StockMarket

🚨🚨کبد شما می‌تواند در یک شب خودش را پاکسازی کند، این تمام چیزی است که نیاز دارد... ½ قاشق چای‌خوری زردچوبه + یک پینچ فلفل سیاه + آب لیمو % در آب گرم... گرم، قبل از خوابیدن، به مدت ۷ شب متوالی...

@abhayjainp lena kaun si he wo batao

Growth Triggers for CDMO & pharma companies. Indian pharma companies are moving from APIs into peptides, ADCs, CDMO & biosimilars. Sai Life added 6 late phase molecules in 15 months. 5 came through big pharma FTE relationships. Laurus already makes ADC payloads and linkers for big pharma. Shilpa has 3 late stage NCEs approaching commercial supply in FY28. Shilpa is developing an ADC biosimilar with payload, linker and conjugation capabilities in house. Divi's has 18 to 20 custom synthesis project commercial or moving into commercial supply. Divi's makes its own peptide building blocks, amino acids, resins and fragments. Navin Fluorine has 10 late stage CDMO molecules. FDA readouts for 3 to 4 expected between April and August 2027. Morepen 825cr CDMO mandate in commercialisation. 58cr dispatched in Q1. Anthem has 14 commercial molecules and 10 in Phase three. Two of the Phase three programmes are ADCs. Aarti Pharma CDMO project up from 21 to 37 in 3 years. Adding a 405 KL dedicated block for 3 to 4 repeat projects. Acutaas has 4 CDMO products starting from H2 FY27. Management expect each to do 50 to 100cr annual revenue at peak. Senores targets 2500 to 3000cr sales in 3 to 4 years. Beta drugs targets around 1000cr revenue by FY30.

Welspun Corp's US subsidiary has won an order of about Rs 5,500 crore to supply coated line pipes for a Permian natural gas pipeline, to be executed in FY29. Order book now about Rs 50,000 crore. stockssena.com/research/welsp… #WELCORP #Nifty #StockMarket

Management guidece

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Listed Companies Upgrading FY27 Growth Guidance! Here's the list worth tracking 👇 🔹 HFCL: Revenue growth guidance raised from 40% to 80%+ 🔹 Indian Hotels: Revenue growth guidance raised from 12–14% to 15–17% 🔹 Cupid: FY27 revenue target raised from ₹725–750 Cr to ₹800+ Cr 🔹 Shadowfax: Revenue growth guidance raised from 27–30% to 38–40% 🔹 TD Power Systems: FY27 revenue guidance raised from ₹2,400 Cr+ to ₹2,600 Cr 🔹 Macpower CNC: Revenue growth expectation increased from 28–30% to 30%+ 🔹 Senco Gold: FY27 value-growth outlook increased from 20%+ to 25%+ 🔹 P N Gadgil Jewellers: FY27 revenue target raised from approximately ₹12,500 Cr to ₹13,500 Cr 🔹 IGIL: Management expects FY27 revenue and EBITDA growth to exceed its earlier guidance of 15% and 20%, respectively. 🔹SG Finserve sees potential FY27 loan-book AUM of approximately ₹7,000 Cr, ahead of its earlier ₹5,500 Cr target. 🔹 Neogen Chemicals: FY27 standalone base-business revenue guidance raised from ₹875–950 Cr to ₹950–1,050 Cr 🔹 Bajaj Finance: FY27 AUM growth guidance raised from 23–25% to 26–27% 🔹 Muthoot Microfin: FY27 AUM growth guidance raised from 12–15% to 20% 🔹 Karur Vysya Bank: FY27 credit growth guidance raised from 17–18% to 18–20% 🔹 Indian Bank: FY27 advances growth guidance raised from 11–13% to 13–14%, and deposit growth from 9–11% to 11–12% 🔹 Punjab National Bank: FY27 credit growth outlook increased from 12–13% to 13–14% 🔹 Knowledge Marine & Engineering Works: FY27 revenue growth guidance raised from 30–40% to 60%+ 🔹 Fujiyama Power Systems: FY27 revenue growth guidance raised from 50% to 70% 🔹 Kwality Pharmaceuticals: FY27 revenue guidance raised from ₹650 Cr to ₹700+ Cr 📌 Disclaimer: Educational purposes only. Not a buy/sell recommendation.

Compiled a PDF of 40 high growth companies. Filtered for companies with: 1. visible inflection or J curve growth over next 2 to 3 years 2. 20%+ growth guidance over next 2 to 3 years Download 👉 investorstack.in/research-repor… Has research report, growth catalysts, valuations for each company. Summary of names inside: Chemicals: Aether Industries, Neogen Chemicals, Yasho Industries, Sudeep Pharma, Navin Fluorine, Himadri Speciality Forgings: Bharat Forge, Happy Forgings, RK Forge, Sona Comstar Pharma: Aarti Pharma, Senores Pharma, Shilpa Medicare, Sakar Healthcare, Gland Pharma Manufacturing: TD Power, Standard Engineering, Omnitech Engineering, HFCL Auto/anc: Ather Energy, Sansera Engineering, Divgi torqtransfer, Steel Strips Wheels Power: Clean Max, KSH International, Quality Power, Diamond Power Consumer: Stove Kraft, Leela Palace, Saregama, Som Distilleries, Sky Gold, Nykaa

Consumer and Consumer Tech – Shadowfax, Cupid, Timex, Ethos, Milky Mist, HOAC Foods Jewellery- Sky Gold, TBZ, PC JEWELERS, PNGS Reva, Deepa Jewel, Lalithaa Jewel, AJC Jewel, Titan, Kalyan, PN Gadgil Optical Fiber - Sterlite Technologies and HFCL GPUs, Supercomputers- ESDS, E2E networks, Netweb Pharma / CDMO - Morepen lab, Sakar Healthcare , Aarti Pahrma, Shilpa Medicare, Sai Life, Laurus Lab, Kwality Pharma, Gland Pharma, Sudeep Pharma, Acutaas, Divis lab, Beta Drugs, Neuland Capital Goods - Marine Electricals, Aditya Infotech, Indo-MIM, Syrma SGS, Welspun Corp, Man Industries Cooling – Aeroflex, KRN Heat Exchanger Precision Engineering- Omnitech, MTAR Tech, Sansera engineering, Azad Engineering, Aequs Power Infrastructure - TD Power Systems, GE Vernova T&D, Yash High voltage, Pitti Engineering, Kirloskar Oil Engines, ABB India, Siemens India, Siemens Energy, Schneider Electric, Hitachi Energy India, Cummins India, CG Power, Quality Power Cables– Prime Cable, VMarc, Dynamic cable, RR Kabel, KSH International, Finolex, Universal Cable, Polycab Auto and Auto ancillary - Sedemac Mechatronics, Ather Energy, Lumax Auto Tech, SJS, Divgi torq, Craftsman Automation, Uno Minda, Sona BLW, Bosch, Gabriel India, TVS Motor Bajaj Auto, Rolex rings, OBSC Perfection, Pricol, Steel Strips

ज्यांना वजन कमी करायचे आहे त्यांनी हा व्हिडिओ अवश्य पहावा...

🔥 WHAT TO ADD IN THIS FALL? 📉🚀 1️⃣ AMANTA HEALTHCARE 🏥 — Capacity is LIVE ⚡ 2️⃣ SAKAR HEALTHCARE 💊 — Export-focused business 🌍 3️⃣ KRN HEAT EXCHANGER ❄️ — Next 6 quarters could be HUGE 🚀 4️⃣ KANOHAR ELECTRICALS ⚡ — Massive demand opportunity 📈 5️⃣ QUALITY POWER (Q POWER) 🔌 — 3X potential till next Diwali🚀🔥 6️⃣ YASH HIGHVOLTAGE ⚡ — 40–50% growth potential over the next 3 years 📊 7️⃣ KMEW 🚢 — 50–60% growth guidance 📈🔥 🔖 Save this watchlist & share with fellow investors. ⚠️ Do your own research before investing.

Stocks Where FIIs Have Increased Their Stake Every Single Quarter!📊 No quarter-on-quarter decline in FII holding 👇 1- GE Vernova T&D 12.04% → 13.04% → 14.49% → 16.15% → 18.46% → 20.39% → 22.89% 2- Shaily Engineering 5.42% → 7.38% → 9.71% → 11.30% → 12.01% → 16.73% → 18.18% 3- GMR Airports 14.86% → 15.09% → 15.74% → 17.08% → 18.96% → 20.17% → 21.74% 4- Hitachi Energy India 4.52% → 4.96% → 7.19% → 9.67% → 10.69% → 11.68% → 12.44% 5- L&T Finance 5.30% → 5.48% → 6.19% → 6.40% → 6.66% → 7.64% → 7.71% 6- SAIL 2.59% → 3.21% → 3.65% → 3.76% → 4.54% → 5.01% → 7.09% 7- Biocon 5.66% → 5.67% → 6.04% → 6.61% → 7.39% → 7.52% → 8.14% 8- Bank of Maharashtra 1.54% → 1.72% → 1.89% → 2.35% → 4.92% → 5.55% → 5.82% 📈 Continuous FII accumulation across 7 consecutive quarters. Worth tracking how price action behaves when institutional ownership keeps rising.