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доля реакций к просмотрам- 14 авг.🚨 JNK India — Dangote trigger getting closer A significant development has emerged for JNK Global around the Dangote Refinery Phase-2 expansion in Nigeria. The reported deal size is around $125 million (~₹1,100 Cr) for JNK Global, making this a meaningful win for the parent company. This is particularly interesting for JNK India, because management had highlighted Dangote Phase-2 as one of the key export opportunities for FY27. In the concall, management's words were “high chance” of getting this order. Quick recap: • Management had indicated that the fired-heater order was expected to be finalised in Q1 FY27, followed by reformer opportunities in Q2/Q3. 👉 Why this matters for JNK India A ~$125 Mn (~₹1,100 Cr) order for the parent is significant and could further strengthen JNK Global's credentials in large international refinery projects. The company already has an order book of ~₹1,961 Cr and management has highlighted an export opportunity pipeline of $200–300 Mn. Not a recommendation !2,03%
- 10 июл.Work creates income. Income buys assets. Assets create wealth. Wealth buys freedom.1,67%
- 13 авг.Great experience speaking at #IAS2026 in Goa! 📍 It was awesome connecting with subscribers in person. For my presentation, I covered a detailed case study on Thermax and the structural drivers positioned to power its next phase. Sharing the presentation deck here for everyone who couldn’t attend 👇 https://learn.amitabhvatsya.com/learn/newsfeed/IAS-2026-Presentation-1,60%
- 10 июл.Yash High Voltage raising ₹150 Cr isn’t just a fund raise — it’s a signal of demand visibility. Upgrading capex plan from 245 kV → 550 kV to become a global supplier. 80–85% of funds going into greenfield expansion, rest into brownfield capacity. Management says new capex can support ₹800–1,000 Cr revenue potential. Asset turnover ~4x; exports targeted to rise from 7% → 20% in 3–4 years. 40%+ growth guidance maintained with ~25% EBITDA margins despite expansion costs. Lead times at 10–12 months indicate strong order visibility for the next 3–5 years. Sadhan takeaway: This is not a “capacity for hope” story. It is capacity being built because demand already exists. The key monitorables now are localization, export approvals, and FY27 execution before the FY29 margin expansion thesis plays out. Sadhan first take (May 2025) 👉👉 https://youtu.be/MhDfIRE-M6o Disclaimer: Invested since Rs 160 levels.0,89%
- 8 июл.Most investors look at shipyards. Few study the entire shipbuilding ecosystem. The biggest winners could emerge from companies supplying: ⚓ Propulsion 🔋 Batteries ⚡ Electricals 🚰 Pumps & Valves 📡 Electronics 🏗️ Steel ❄️ Cooling Systems I've mapped the complete value chain in the attached infographic. 🎥 Watch the full analysis: https://youtu.be/oqPCvIPOZaE The best investment ideas often come from understanding the ecosystem before the market does. 🚀0,65%
- 29 июл.🙏 Happy Guru Purnima from Team Sadhan! 🙏 "A Guru shapes our thoughts, strengthens our character, and shows us the path to success." On this auspicious day of Guru Purnima, we express our deepest gratitude to all the teachers, mentors, and guides who inspire us to learn, grow, and create value every day. In life—and in the markets—our greatest teachers are often: 📚 The Mentors who share their wisdom with generosity 📈 The Markets that teach us patience, risk management, and discipline 💡 The Mindset of remaining a lifelong student Let's continue to: 📖 LEARN Continuously 📈 GROW Consistently 🛡️ PROSPER Responsibly Wishing you and your family a blessed Guru Purnima! ✨ — With Gratitude, The Sadhan Family0,62%
- 11 авг.Hitachi Energy : Great summary post Q1 Concall👇👇0,60%
- 14 июл.📊 Exclusive Microcap & Smallcap AMA is Now LIVE for Members! In this session, we break down the core risks, structural growth opportunities, and long-term investment frameworks for some of the most discussed companies on our radar: ⚡ Yash High Voltage (Analyzing high-voltage insulator demand & technology shifts) 📦 Krishca Strapping (Decoding microcap industrial packaging value chains) 🛡️ Krishna Defence & Avantel (Evaluating order book execution & niche defense electronics) 🧪 Sudeep Pharma (Breaking down specialized pharma excipient moats) 🔒 Members, watch the full deep dive here: 👉 https://youtu.be/c2ONI-dFjo0 Not a member yet? Click the "Join" button on our channel page to unlock this AMA, previous deep-dives, and exclusive community frameworks!0,45%
- 12 июл.🚨 Special Situation Deep Dive: Sugar to Defence Demerger Play 🚢⚓ A fascinating value-unlocking story is quietly playing out in the Indian stock market right now. A legacy, commodity-focused company is about to spin off its high-growth, high-precision engineering wing. If you love identifying hidden gems before the broader market catches on, this is a thesis you need to see. The Core Thesis: The Hidden Asset: While 90% of its current identity is tied to the cyclical sugar & ethanol sector, the company secretly houses an incredibly high-margin (35%+ EBIT) power transmission and naval gear business. Massive Defence Triggers: This engineering division isn't just growing; it's scaling rapidly. It recently secured prestigious orders from Mazagon Dock Shipbuilders and signed a strategic MOU with UK engineering powerhouse Rolls-Royce for next-gen naval gas turbines. The Valuation Disconnect: Because the market still values the parent entity primarily as a sugar stock, this high-moot defense and engineering business is sitting on an aggressive capacity expansion (backed by a 25% CAGR order book) that the broader market has yet to fully price in. With a definitive spin-off and demerger timeline fast approaching in the next few months, this makes for an incredible case study on special situations and corporate restructuring. Is the market severely mispricing this hidden defense proxy? 👇 Watch the full breakdown to decode the entire thesis, the numbers, and the valuation gap: 🔗 https://youtu.be/kKMOdFKcSFg0,37%
- 28 сент. 2024 г.без подписи0,36%
- 19 июл.🚀 Frameworks > Tips ! At the Investing Accelerator Summit (IAS) in Goa next month (August 7-8), I’m not just pitching a stock. I’m breaking down the exact execution blueprint I use to spot micro-cap and industrial compounders right at their inflection points—before the broader market catches on. What we will be digging into: 🔹 The Mechanics of Operating Leverage 🔹 Value Chain Deep Dives: 🔹 The "Inflection Point" Checklist 🌐 The real value is in the room. The presentations are just half the story. The true ROI comes during the intervals—having a coffee with fund managers, arguing thesis points with serious investors, and building a high-quality network that gives you true perspective. 🎁 Special Note for the Sadhan Community: If you are coming, make sure to find me and say hello! I have some exclusive Sadhan goodies packed and ready for you. Slots are filling up fast for August. Secure your seat here: 👉 https://investingacceleratorsummit.com/?invite=SADHAN See you in Goa! 🌴🚀0,36%
- 2 мая 2025 г.без подписи0,35%