Stocks Royale

Black Box currently revenue is Rs. 6,322 crore & they're guiding for Rs. 18,000 crore by FY30. Read their concall, data centre theme will be huge, clocking 42% CAGR in India itself. Read the whole thread here 🧵👇 https://x.com/StocksRoyale1/status/2063613693993308200

Big IPO curse to continue?

Detailed report of Space X IPO filing

Gadgil hits LC... probably time to add some today & more tomorrow. Will have to read a bit more cause this reaction seems too intense vs what I was expecting tbh. Gotta study.

Ge ship fantastic numbers, up over 10%.

Again up lol

Upar se itna retail euphoria

MTAR used to be such a hated company once... I don't remember exactly but I think kuch to corporate governance issues the... now everything ignored... but I feel a top is soon, itni dramatic expectations match karna is very very tough.

Raymond Realty also seems to be an interesting value opportunity.

Thanks to PM jewellery companies have fallen well, if Gadgil falls more it will be a great opportunity to add more.

Still awaiting more details on the company.. kinda hard to find.. trying to talk to a few people.

Added a few

Up 6% today for some reason, couldn't much research last weekend, will probably try to finish this week.

Good biz + Good mgmt is a killer combo.

Jupiter Wagons is not just a "railway order book" story. They are transitioning. A cyclical to structural pivot. How? 1⃣ Solving the Industry Bottleneck There's a shortage of wheel sets. No wheel sets = No wagons. Wagon makers are in a bad spot. Not just here, but globally. So, JWL acquired Bonatrans & is building a massive Rs. 2,500 crore facility in Odisha. Not just to secure their own supply chain, but to export to Europe as well. And this will be high-margin. 2⃣ The BESS Call Option They have Jupiter Electric Mobility. Which is into renewables business. A fully integrated 5 GWh BESS. From bending metal for govt tenders. To energy storage for commercial sector. This changes the entire economics. Revenue mix shifts from domestic public tenders to global component exports & renewable energy storage, improving the earnings quality. The key now is monitoring the execution of the Odisha plant. 3⃣ Charts Currently down 60% from ATH. Bounced from historic support zone. Is it still expensive?

Zepto’s Rs. 11,000 crore IPO is on. The final boss of quick commerce. Zepto’s burn >>>> Blinkit. And the main issue? They are a pure-play bet. Zomato profits from food delivery. Swiggy profits from food delivery. Zepto does not. It can't fund its losses like that. For them, its either qcom or bust. Will be interesting to watch.