Venkat @svnraju7
I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own. Bengaluru, India Joined August 2010-
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8 Stocks On My Watch ( High Growth + Undervalued ?) š„ In This Video We Deep Dive Into 8 Stocks Where We Can See (Recovery Mode:On) We Discuss - Business Models , Growth Triggers , Valuations and My Outlook with P2P ( Q1 FY 26 ) > Vimta Labs > PG Electroplast > Epackā¦
š² Indiaās Semiconductor Bets ā Hidden Compounders Semicon isnāt just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Hereās how Indiaās emerging midcaps are positioning š š Bookmark & Repost š§µ š¹ Capex Heavyweights ā Fab & OSAT āŖļø CG Power ā ā¹7,600 Crā¦
Specialty Chemicals | CDMOs | Manufacturing Battery Chemicals - Business vertical currently serves & has been approved by multiple customers & maintains a healthy innovation pipeline with ~10 products under development Semiconductor Chemicals - These chemicals demand ultra-highā¦
Acutaas chemical š 1.Semiconductor chemical;-chemical deemand ultra high purity-down to parts per billion level to meet the strength specification of SI industry. 2.Battery:-business vertical serves & has been approved by multiple customer . ~10 products in Pipe line
Plainly India's winning this one. Trump tried to get them to move by strongarming, India said no, and meant it. Having made that plain, there's really not much else Trump can do. India's too important to freeze out of US relations, when everyone else is beating a path to theirā¦
Plainly India's winning this one. Trump tried to get them to move by strongarming, India said no, and meant it. Having made that plain, there's really not much else Trump can do. India's too important to freeze out of US relations, when everyone else is beating a path to theirā¦
šš®š„šš¢ššš š šš« šš¢šš¤ : š¦š²šŗš¶š°š¼š»š±šš°šš¼šæ ā”ļø š BONUS : Best Stocks with huge future potential š„ Govt. Vision : India to be top 5 emerging semiconductor hubs globally š„š„š„ A Mega ( Thread ) š§µ Below š
How to build a ā¹1 crore portfolio in 10 yearsāstarting from ā¹0 In 2024, over 15 lakh people searched āhow to become a crorepatiā every month. However, most of them were seeking trading tips or cryptocurrency bets. Truth: You need 3 things: Discipline, a plan, andā¦
when was the last time to saw any government working and doing a press conference at 10 pm & still going on - tells you something about New India
Potentially Multibaggers~ Part 2 !! Top 15 Companies Looking Fundamentally Strong :) ā Revenue Guidance >30% ā Blockbuster Results (Q1FY26) ā Can Be A Good Bet Bookmark & Repost It š A Detailed Thread š§µā¤µļø
š Wealth Management - 1QFY26 review We cover insights from: Nuvama 360 One AnandRathi Prudent Disc: No reco A thread š§µ
Amaravathi is a liability to Andhra Pradesh : Revanth Reddy Climate is a liability to Andhra Pradesh : Revanth Reddy CBNās age is biggest liability of Andhra Pradesh Nara Lokesh is too young to be a leader
Lumax Autoās Business Model Upgrade: 3 Shifts & 10 Triggers - Lumax Auto isnāt just another cyclical ancillary anymore. - Hereās how 3 perspective shifts + 10 structural triggers set it up for a premium rerating ā¬ļø Shift 1: Cyclical ā Structural āŖļøEarlier: revenues tied toā¦
Nuvama Wealth - Redefining Wealth with Innovation and Scale š„ š” Want more one-pager insights like this? Follow š @vishan_khadke š© Financials (Q1FY26) ⢠Client assets grew +19% YoY to INR 4.6 lakh crore (USD 54B) ⢠Revenue up +15% YoY to INR 770 crore ⢠Operating PATā¦
8 YouTube videos covering some of the most exciting sectors for Investors! 1) Complete Breakdown Of The Semiconductor Industry youtu.be/aSBuzr4ufx0?si 2) Green Energy & Power Sector In India youtu.be/s6DpahFK51M?si 3) Will Solar Industry Be The Next Sunrise Sector?ā¦
Top 5 Investing Reads of The Week [1]Premiumization, SOIC [2]HUDCO, DAM Capital [3] Affordable Housing Finance, Elara Capital [4] Solar Capital, SBI Caps [5] How Long Will It Last, Ian Cassel We cut the noise. You spread the signal: like, repost, bookmark. :) {Thread}š§µ
šBrokerage Call on AWFIS Space Solutions Ltd ā”ļøLets take a Deep dive šÆICICI Securities initiates BUY call on AWFIS Space Solutions Ltd with TP of ā¹891, indicating 54.7% upside from current levels of ā¹576. š¢Company Overview : š¹Incorporated in Dec 2014, Awfis Spaceā¦
šBrokerage Call on AWFIS Space Solutions Ltd ā”ļøLets take a Deep dive šÆICICI Securities initiates BUY call on AWFIS Space Solutions Ltd with TP of ā¹891, indicating 54.7% upside from current levels of ā¹576. š¢Company Overview : š¹Incorporated in Dec 2014, Awfis Space⦠https://t.co/tg4d9xS4Tf
NetWeb Q1 FY26 Concall notes š šØ NetWeb Q1 FY26 Highlights (Aug 1, 2025) Revenue: ā¹301 cr (+102% YoY) EBITDA: ā¹45 cr (+127% YoY), margin 14.9% PAT: ā¹30 cr (+100% YoY), margin 10.1% ROE: 22.4%, ROCE: 30.6% Zero debt, ā¹47 cr net cash

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