Sumanta Das @sumantadas00 Twitter profile | Pikagi

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Sumanta Das

@sumantadas00

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🇮🇳 Investor l Entrepreneur l My only bet is on India & India's Growth Story.. Writing For Educational Purposes Only. Sharing My Views & Research. #Growth

West Bengal, India

https://t.co/yp7IKuCAPO

Joined April 2020

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@sumantadas00

Sumanta Das

15 days

Focus On Big Themes, Themes Of This Decade. Like 1. Decarbonization EV Solar Wind Nuclear 2. Senior Care & Senior Living 3. Services Export 4. Datacentre 5. Semiconductor 6. Artificial Intelligence 7. Skill Development 8. China+1 9. Make In India Defence EMS 10. Waste Management

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@sumantadas00

Sumanta Das

4 months

List 1 #OnlyGrowth Series 1. Kilburn Engineering Ltd 2. Ratnaveer Precision Engineering Ltd 3. Optiemus Infracom Ltd 4. Shakti Pumps Ltd 5. Sky Gold 6. Shilchar Technology Ltd 7. Udayshivkumar Infra Ltd 8. Advait Infratech Ltd 9. Kotyark Industries Ltd 10. Global Education

@sumantadas00

Sumanta Das

4 months

I'm going to launch a new series called #OnlyGrowth . I'll analyze companies that have the potential to grow by more than 30% over the coming years. 🔷️My Filtration 🔹️Small MarketCap 🔹️Comfortable Debt 🔹️Visible Growth 🔹️Quality Management 🔹️Business Model >30%

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Sumanta Das

4 months

Centre taps private sector to invest Rs 2.16 lakh crore in nuclear energy Businesses Hindustan Construction Azad Engineering Patel Airtemp Sealmatic India TD Power System Walchandnagar Industries Kilburn Engineering Llyods Engineering This Sunday, Read This Businesses.

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@sumantadas00

Sumanta Das

8 months

Day 5 Business 5 Tracxn Technologies Limited Detailed Analysis ROCE: - 11.9 P/E:- 26.6 Market Cap:- 767 Crores Price:- 75.4 Rupees Tracxn Technologies Ltd is a leading market intelligence platform that provides data and software for the global private markets.

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Sumanta Das

2 months

#OnlyGrowth Series🚀 🔷Top 8 stocks on my watch list that have potential to deliver Good returns 1. Exicom Tele-Systems 2. Addictive Learning 3. Shri Balaji Valve Components 4. Modern Insulator 5. AVP Infracon 6. Phantom Digital 7. Ratnaveer Precision 8. Saakshi Medtech

@sumantadas00

Sumanta Das

4 months

I'm going to launch a new series called #OnlyGrowth . I'll analyze companies that have the potential to grow by more than 30% over the coming years. 🔷️My Filtration 🔹️Small MarketCap 🔹️Comfortable Debt 🔹️Visible Growth 🔹️Quality Management 🔹️Business Model >30%

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Sumanta Das

3 months

The water crisis will worsen. It will get difficult for a country with 16% of the world's population but only 4% of water resources and rising demand. Waste Water Management is going to be a big theme. Some Businesses Banka Bioloo EMS Ltd EP BIO ION Exchange Va Tech Wabag

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@sumantadas00

Sumanta Das

4 months

#Ice &FireSectors Episode 4 Water Disputes between India & Pakistan, & Even Disputes between India & China, Water is one of the reasons. Even in India, the century-old Cauvery dispute between Tamil Nadu & Karnataka may still be remembered. #Ems #IonExchange #BankaBioloo #VaTech

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Sumanta Das

4 months

Union cabinet approves 3 semiconductor units under the India Semiconductor Mission. Business to Read CG Power & Industrial Solutions Asm Technologies Ltd Moschip Technologies RIR Power Spel Semiconductor Hcl Tech Ami Organic Gujarat Flurochemicals Ltd

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Sumanta Das

4 months

Difference Between Power Transformers & Renewable Transformers Perhaps you've noticed a sudden demand for Transformers. But Why? Stocks like Indo tech Trans, Tril, Alfa Transformers, Voltmap Transformers has surged. Solar Transformers are subjected to lot of fluctuations The

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@sumantadas00

Sumanta Das

7 months

Part 2 Businesses Which I Am Tracking S Chand And Company Ltd Atam Valves Ltd Phantom Digital Ltd Expleo Solutions Ltd Aurionpro Solutions Ltd Nuvoco Vistas Corporation Tips Industries Ltd Surya Roshni Ltd Jyothi Labs Ltd Windlas Biotech Ltd Pricol Ltd

@sumantadas00

Sumanta Das

8 months

Some One Asked Me to post the list of Businesses, which i am tracking I will post it in 4 Parts Part 1 IKIO Lighting Limited Pyramid Technoplast Limited Frog Cellsat Limited Tinna Rubber & Infrastructure Limited Tracxn Technologies Ltd Sky Gold Ltd

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@sumantadas00

Sumanta Das

3 years

#I_SUPPORT_RAMDEV Swami Ramdev is right.. We should support him..

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@sumantadas00

Sumanta Das

6 months

Business 13 DC Infotech & Communication Ltd ROCE:- 25.6% Market Cap₹ 244 Cr. Stock P/E 26.9 Stock Price:- 204 Rupees Established in 1998, DC Infotech has been specializing in and providing innovative networks, unified communication, and security products and

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@sumantadas00

Sumanta Das

4 months

I'm going to launch a new series called #OnlyGrowth . I'll analyze companies that have the potential to grow by more than 30% over the coming years. 🔷️My Filtration 🔹️Small MarketCap 🔹️Comfortable Debt 🔹️Visible Growth 🔹️Quality Management 🔹️Business Model >30%

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@sumantadas00

Sumanta Das

8 months

Some One Asked Me to post the list of Businesses, which i am tracking I will post it in 4 Parts Part 1 IKIO Lighting Limited Pyramid Technoplast Limited Frog Cellsat Limited Tinna Rubber & Infrastructure Limited Tracxn Technologies Ltd Sky Gold Ltd

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Sumanta Das

7 months

Simple Formula For Multi-Baggers and Huge Wealth Creation When I bought Sky Gold Ltd, it was available at 15 P/E and was guiding for 5,000 Crores of Revenue in less than 2.5 Years. So, Formula 1 High Profit Growth Visibility + Low P/E. Don't buy businesses at any valuations.

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@sumantadas00

Sumanta Das

8 months

Day 8 Business 8 Basilic Fly Studio Ltd ROCE: - 172% P/E:- 23.5 Market Cap:- 652 Cr Price:- 281 Basilic Fly Studio Ltd is a leading visual effects (VFX) studio headquartered in Chennai, India with subsidiaries operating in Canada and UK.

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@sumantadas00

Sumanta Das

6 months

Tracxn Technologies Ltd's Management Interview 1. Private Market Trails the public market by about 2-3 quarters. 2. Expecting to grow at 30% C.A.G.R. at the end of the current year. 3. We are going to see tailwinds + Those growth initiatives which

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Have Grown At A CAGR Of 30% Historically & They Expect This Momentum...

Business Outlook | Most of our investments are in Technology says Neha Singh, Co-founder & CEO of Tracxn Technologies. Tells Reema Tendulkar & Surabhi Upadhy...

www.youtube.com

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@sumantadas00

Sumanta Das

3 years

#PresidentRuleInBengal #ViolenceInBengal Celebration started. No law and Order in West Bengal. Many B.J.P. supporters has been killed. All victims had families. They are noy on road. What they will eat??

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Sumanta Das

5 months

Sky Gold Ltd Sales⇡ 72% EBIDT⇡ 48% Net profit⇡ 41% EPS⇡ 16% Superb Result I will share concall notes. Disclaimer:- Invested. #skygold

@sumantadas00

Sumanta Das

8 months

Day 1 Business No. 1 Sky Gold Limited Sky Gold Limited is a jewellery manufacturer, that manufactures jewellery for big corporates like Malabar Gold, Joyalukkas, Senco Gold, Kalyan Jewellers etc. Market Capitalization: - 353 Crores R.O.E: - 21.3 %

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@sumantadas00

Sumanta Das

6 months

Some Sectors for the next 3-5 years 1. Jewellery 2. Recycling 3. Renewables 4. Railways 5. Artificial Intelligence 6. Data Center 7. Infrastructure 8. Defence 9. Logistics 10. Hospitality

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@sumantadas00

Sumanta Das

5 months

SKY GOLD Ltd Q3 CONCALL 10 Points 1. They had a very strong quarter. Revenue grew by 72% YOY. 2. Domestic market demand was fuelled by a strong festive season. 3. EBITDA Margin at 3.9% vs 4.5% last year. 4. Money from preferential allotment will be used to drive liquidity.

@sumantadas00

Sumanta Das

8 months

Day 1 Business No. 1 Sky Gold Limited Sky Gold Limited is a jewellery manufacturer, that manufactures jewellery for big corporates like Malabar Gold, Joyalukkas, Senco Gold, Kalyan Jewellers etc. Market Capitalization: - 353 Crores R.O.E: - 21.3 %

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Sumanta Das

2 months

👉EV penetration In India At 2% Asian average is 17.3% China is at the top, with an EV penetration of 27.1 % China had 2.7 mn charging stations & India has only 10018 EV charging stations India to add 3,00,000 Charging Stations. >50%-60% CAGR Growth Exicom Tele-Systems Ltd

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@sumantadas00

Sumanta Das

2 months

Exicom Tele-Systems Ltd 14% Up in this Market 218 Rs to 296 Rs 26% Return in One Week I have allocated more than 10% Of My Portfolio Thesis ✅Experienced Management. Mr. Nahata is Son of Mr. Mahendra Nahata who is MD of HFCL ✅Huge Opportunity ✅Capex ✅Govt's Push

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Sumanta Das

6 months

Nearly 100M Indians to Earn Over 10,000$ by 2027-Report Some Businesses to read 1. Ethos Ltd 2. Landmark Cars Ltd 3. Sai Silks (Kalamandir) Ltd 4. PNGS Gargi Fashion Jewellery Ltd 5. Brand Concepts Ltd 6. Tarc Ltd

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Sumanta Das

6 months

Business 14 Modern Insulators Ltd Market Cap:- 495 Cr Share Price:- 105 Rs Stock P/E :- 15.1 ROCE:- 7.55 Modern Insulators Ltd is engaged in the business of manufacturing insulators, terry towels, and EPC projects.

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@sumantadas00

Sumanta Das

4 months

So many investor meetings over the last few days. Sky Gold Ltd This was Just Trailer, Picture Abhi Baki Hain🔥

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@sumantadas00

Sumanta Das

6 months

There are many businesses that are still available for a reasonable valuation, which can grow at a 25%-30% CAGR, and even some can grow more than 40% CAGR. Nobody is talking about those businesses. Those businesses are still undiscovered by the majority of retail investors.

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@sumantadas00

Sumanta Das

3 years

খবরে আলাপন বন্দোপাধ্যায়, আর রাজ্য - কেন্দ্র সংঘাত নিয়ে আলোচনা করছে,কিন্তু যে মানুষগুলো ঘরছাড়া,ঠিক মতোন জল-খাবার পাচ্ছেনা,তাদের কে নিয়ে কেউ আলোচনা করছে না। প্রতিবছর এত ক্ষয়-ক্ষতির পরেও কেন সরকার আগে থেকে কোনো পরিকল্পনা করে না।।কেন মাটির বাঁধের জায়গায় পাকাবাঁধ তৈরি হয়নি ?

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@sumantadas00

Sumanta Das

2 months

#BigTheme India To Build Six More Aircraft Carriers-Def Minister He also said that India will soon start building the third aircraft carrier. The five to six aircraft carriers will require a large number of supporting ships and infrastructure. HUGE OPPORTUNITY AHEAD #DEFENCE

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@sumantadas00

Sumanta Das

6 months

Some Stocks which I am closely tracking 1. Galaxy Bearings Ltd 2. Mallcom (India) Ltd 3. Atam Valves Ltd 4. EMS Ltd 5. Max India Ltd 6. DC Infotech & Communication Ltd Invested (High Allocation) 1. Sky Gold Ltd 2. Tracxn Technologies Ltd

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@sumantadas00

Sumanta Das

8 months

Day 6 Business 6 IKIO Lighting Ltd ROCE:- 30.6 P/E:- 49.9 Market Cap:- 2,498 Crores Price:- 323

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@sumantadas00

Sumanta Das

7 months

#100Business Day 10 Business 10 BMW Industries Ltd ROCE:- 11.5% P/E:-20.1 MARKET CAP:-1,339 Crores Stock Price:-59.5 Rupees BMW Industries Limited is one of the leading manufacturers in the steel sector engaged in the manufacturing and processing of the same for marquee

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Sumanta Das

7 months

#100 Businesses Day 11 Business 11 Max India Ltd ROCE:- 0.53% Market Cap:- 621 Crores P/E :- Share Price:- 144 Rupees Max India is the holding company of Max Group’s Senior Care business Antara, an integrated service provider for all senior care needs.

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Sumanta Das

3 months

Some followers were asking my view on Advait Infratech. Advait Infratech Ltd Market Cap₹ 1,259 Cr. If I will take 7cr for Q4, then the PE will be 60. Expected 50% Revenue Growth For This Year. Order Book is more than 200 Cr, which gives visibility 👉Reasonable Valuation

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@sumantadas00

Sumanta Das

4 months

ASM Technologies Ltd Multibagger In Making? 1. Small Market Cap 2. JV for semiconductor equipment manufacturing with Hind High Vaccum 3. Acquisition of Semcon Engineering UK Limited 4. Preferential Issue, Raising 132Cr for growth 5. Quality Management #OnlyGrowth #ASMTech

@sumantadas00

Sumanta Das

5 months

ASM Technologies Ltd Raising funds Mukul Agarwal sir's name appears on top.

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@sumantadas00

Sumanta Das

5 months

ASM Technologies Ltd Raising funds Mukul Agarwal sir's name appears on top.

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@sumantadas00

Sumanta Das

5 months

ASM Technologies Ltd is considering options to raise funds. I am tracking this business. Some Developments:- 1. February1, 2022 They formed a joint venture for semiconductor equipment manufacturing with Hind High Vaccum. Join

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Sumanta Das

5 months

The number of domestic air passengers number in India is expected to go up to 300 million annually by 2030 from 153 million in 2023. -Union Civil Aviation Minister Jyotiraditya Scindia Read Dreamfolks Services Ltd Interglobe Aviation Ltd SpiceJet GMR Airports Infrastructure

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@sumantadas00

Sumanta Das

3 years

#RabindranathTagore I feel proud to born on a state where Kabiguru Rabindranath Tagore born. A Rare clip, where Kabiguru Rabindranath Tagore is singing our National Anthem .. .. . .

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@sumantadas00

Sumanta Das

3 months

#India will need 1.7 billion sq ft of #OfficeSpace in next 10 years to cater to the growing demand That's Huge

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@sumantadas00

Sumanta Das

4 months

ResGen Ltd has received an incentive which is awarded by the Government of Maharashtra, amounting to Rs. 11.14.62Cr for the next 10 years. Resgen Ltd manufacturing and sells pyrolysis oil and carbon from plastic waste. #Resgen #recycling

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@sumantadas00

Sumanta Das

6 months

Sky Gold Ltd Management Interview 1. Demand is very good. The gold price is going higher. But, it will not impact their product's demand as they sell products in the range of 5000 - 50,000. 2. They are making very reasonable products. Also,

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Gold Jewellery Manufacturer, Sky Gold's Expansion Plans | NDTV Profit

Jewellery Manufacturer Sky Gold's eyes wedding season sales and more...In conversation with MD and CFO, Mangesh Chauhan as talks about the growth strategy.--...

www.youtube.com

@sumantadas00

Sumanta Das

8 months

Day 1 Business No. 1 Sky Gold Limited Sky Gold Limited is a jewellery manufacturer, that manufactures jewellery for big corporates like Malabar Gold, Joyalukkas, Senco Gold, Kalyan Jewellers etc. Market Capitalization: - 353 Crores R.O.E: - 21.3 %

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Sumanta Das

7 months

Sky Gold Ltd Participated in the analyst/investor meeting with Mirae Asset Investment Managers (India) Private Limited.

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@sumantadas00

Sumanta Das

5 months

Tracxn Technologies Ltd Sales⇡ 4% EBIDT⇡ 135% Net profit⇡ 55% EPS⇣ 65% The result was not so bad. If we remove the Exceptional Income of 449.08 Cr, there is a rise in profits. (YOY)

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@sumantadas00

Sumanta Das

8 months

Day 5 Business 5 Tracxn Technologies Limited Detailed Analysis ROCE: - 11.9 P/E:- 26.6 Market Cap:- 767 Crores Price:- 75.4 Rupees Tracxn Technologies Ltd is a leading market intelligence platform that provides data and software for the global private markets.

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Sumanta Das

7 months

Pondy Oxides & Chemicals Ltd ROCE:- 24% Market Cap:- Market Cap₹ 511 Cr. P/E :- 14.1 Stock Price:- 439 Rupees POCL is a leading manufacturer and recycler of Lead, Aluminium, Copper Alloys, and Plastics.

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@sumantadas00

Sumanta Das

3 years

একদমই সত্যি।। এই টাকা গুলো যদি শিক্ষা, স্বাস্থ্য, এবং শিল্পে খরচ করা হতো, তাহলে মানুষেরা তাদের জীবন - যাত্রা খরচ তারা নিজেরাই জোগাড় করতে পারতো, তাদেরকে আর কোনো ও হাত - খরচ দিতে হতো না।।

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Sumanta Das

4 months

#OnlyGrowth Pondy Oxide & Chemicals Ltd 1. MoU with TN to invest Rs. 300 Crores to Rs. 500 Crores 2. POCL is raising 82Cr for future growth 3. Capacity to increase from 1,32,000 to 2,04,000 metric tn per annum 4. Progress on li-ion recycling unit 439Rs to 751Rs #Growth

@sumantadas00

Sumanta Das

7 months

Pondy Oxides & Chemicals Ltd ROCE:- 24% Market Cap:- Market Cap₹ 511 Cr. P/E :- 14.1 Stock Price:- 439 Rupees POCL is a leading manufacturer and recycler of Lead, Aluminium, Copper Alloys, and Plastics.

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Sumanta Das

3 years

বাধ ভাঙল, সাধারন খেটে-খাওয়া মানুষ গুলো ঘর ছাড়া হলো,কিন্তু এখন সবাই চাপান্তর শুরু করেছে।।একে অপরকে দোষারোপ করছে।। কিন্তু, আমার খালি একটাই প্রশ্ন যে,শুভেন্দু অধিকারী তো 10 years ক্ষমতায় ছিলেন,তাহলে ওনার যদি হাত থাকে এই বাধ ভেঙে যাবার পেছনে তো এতদিন পদক্ষেপ নেওয়া হয়নি কেন??

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@sumantadas00

Sumanta Das

2 months

🔷️Lot Size has changed 📈Many SMES are hitting upper circuit for two consecutive days Thaai Casting 1600 To 800 20% Up Megatherm Induction 1200 to 400 10% Up Esconet Technologies 1600 to 800 5% Up Konstelec Engineering 2000 to 1000 20% Up Atmastco Ltd 1600 to 800 9.44% Up

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@sumantadas00

Sumanta Das

5 months

INDIA WILL COMMISSION A NUCLEAR POWER REACTOR EVERY YEAR Businesses to read Hindustan Construction Company Ltd Sealmatic India Ltd

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Sumanta Das

7 months

Pipes and Tube capacity will be increased from 2,04,000 MT to 5,34,000 MT. Operational By March 2024. BMW Industries Ltd No Reco.

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@sumantadas00

Sumanta Das

8 months

I don't invest in Large-Cap companies. I only invest in Small and Micro Cap companies. I want a Rabbit,Not a Turtle. And,in this story,Rabit will always win. You may have a different thought. I respect that. Everybody has a different target. Not everybody can take the same risk.

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Sumanta Das

7 months

Day 9 Business 9 Rishabh Instruments Ltd ROCE:- 13.7% Market Cap:- 1,959 Crores P/E:- 42 Stock Price:- 516 Rishabh Instruments Ltd is a Global energy efficiency Company. Their products are used for the measurement of voltage, current, frequency, power factor, etc. Operations

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@sumantadas00

Sumanta Das

4 months

Infrastructure stocks fell tomorrow. Reason :- SC Rejects SBI's Extension Plea, Directs It To Furnish Details By Tomorrow Patel Engineering 5% Chadva Infra 8.5% Advait Infra 3.7% Ems Ltd 5% If you have bought stocks that get direct orders from the government, be cautious.

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@sumantadas00

Sumanta Das

7 months

Rishabh Instruments Limited Management is guiding for 20% - 25% growth with 18% EBITDA. Last Year's Sales were 570 Cr. In H1, They have already done 352 Cr, With a PAT Of 30 Cr With 18% EBITDA And 20% Growth H2 PAT Can Be 44 Cr. So, Forward P/E 25 Taking Minimum Growth No Reco

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@sumantadas00

Sumanta Das

8 months

Day 1 Business No. 1 Sky Gold Limited Sky Gold Limited is a jewellery manufacturer, that manufactures jewellery for big corporates like Malabar Gold, Joyalukkas, Senco Gold, Kalyan Jewellers etc. Market Capitalization: - 353 Crores R.O.E: - 21.3 %

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@sumantadas00

Sumanta Das

4 months

💎Some of the high-quality stocks, I discussed earlier. This is a great time to read. 🔷Part 1 Sky Gold Limited Tracxn Technologies Limited IKIO Lighting Ltd Basilic Fly Studio Ltd

@sumantadas00

Sumanta Das

4 months

I'm going to launch a new series called #OnlyGrowth . I'll analyze companies that have the potential to grow by more than 30% over the coming years. 🔷️My Filtration 🔹️Small MarketCap 🔹️Comfortable Debt 🔹️Visible Growth 🔹️Quality Management 🔹️Business Model >30%

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Sumanta Das

5 months

Dcx Infosystem Ltd has received orders more than 473 Cr. Look at the Client name:- Lockhead Martin Various International Dcx Systems Ltd is in the business of System Integration and Cable & Wire Harnessing. #Dcx #Lockhead

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@sumantadas00

Sumanta Das

7 months

I was analyzing a Company and found that ROE is 11.9% and ROCE is 18.9%. In another Company, ROCE is 17.5%, and ROE 21.5%. What does it mean?? The higher ROCE shows that the company is generating higher returns for the debt holders than for the equity holders. 👇👇👇👇

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Sumanta Das

3 months

Opportunity in Crisis Manorama Industries is up 13% in 2 days, Record high prices of cocoa might require cocoa substitutes for chocolate manufacturers. India anyway has lower cocoa content. Co makes chocolate substitutes from fats, +61 % rev from exports. Source:- ETNews

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@sumantadas00

Sumanta Das

3 months

Cocoa prices are soaring to record levels. The bitter moment for chocolate lovers as cocoa prices hit a record $10,000 per ton.

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@sumantadas00

Sumanta Das

6 months

Cyber Security Tracking DC Infotech & Communications Ltd Quick Heal Technologies Ltd

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@sumantadas00

Sumanta Das

7 months

#MyLearnings I read this in a Book. If a Business is raising money in a bear market, then you should at least read the Co. I have been tracking Tracxn for 1 year. I was waiting as the startup funding was dry. Started buying at 70. I feel that it can do anything after 3-4 Qr.

@sumantadas00

Sumanta Das

8 months

Day 5 Business 5 Tracxn Technologies Limited Detailed Analysis ROCE: - 11.9 P/E:- 26.6 Market Cap:- 767 Crores Price:- 75.4 Rupees Tracxn Technologies Ltd is a leading market intelligence platform that provides data and software for the global private markets.

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@sumantadas00

Sumanta Das

3 months

Part 2 Some Of The Quality Stocks, I have Analyzed Earlier. Read. Pondy Oxide & Chemicals Ltd Max India Ltd Senco Gold Ltd Cantabil Retail Ltd

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Sumanta Das

4 months

💎Some of the high-quality stocks, I discussed earlier. This is a great time to read. 🔷Part 1 Sky Gold Limited Tracxn Technologies Limited IKIO Lighting Ltd Basilic Fly Studio Ltd

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Sumanta Das

6 months

Cyber Security is going to be a huge market. DC Infotech & Solutions Ltd DCI Allied Digital Services Ltd Quick Heal Technologies Ltd

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Sumanta Das

2 months

#Ice &FireSectors Ep 5 📈India to build 18 nuclear reactors with 13.8GW of capacity by 2032 ⚡️To increase its atomic power contribution from 3.2% to 5% by 2031 Nuclear power capacity from 7480 MW to 22480 MW by 2031-32 Construction of 10 reactors totaling 8000 MW is underway

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Sumanta Das

7 months

#MyLearnings I always like to bet on first generation promoters. In India,the majority of promoters are from the first generation. So, they are hungry for success. There will be many billion-dollar companies from India. But the problem is integrity. Many will try to commit fraud.

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Sumanta Das

3 months

Exicom Tele-Systems Ltd ✅Completed IPO recently ✅Experienced Management ✅Strong R&D Capabilities. Last Year, the Company had spend 2.80% of Total Cost. ✅Healthy Unexecuted order book of 491 Cr. Ongoing Capex in Telegana Govt's Push For Ev Charging Infra Added Yesterday

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Sumanta Das

3 months

🔥EV policy likely to attract Tesla, BYD, VinFast & global OEMs This push was needed. EV penetration is still low, at 1% of total Car Sales. 👉Reasons As Per the Survey Of ET, 1. Inadequate charging infrastructure 2. Limited Options Track Auto Ancillaries EV Charging Infra

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Sumanta Das

2 months

⚠️This is crazy. Be cautious, please Too much buzz surrounding these stocks Waaree Renewables Tech Ltd is a 25000 Cr Company, but no FII & DII. Fully Retail Driven Stock Shilchar Technologies Ltd Waaree Renewables Technologies Ltd Kpi Green Energy Ltd Advait Infratech Ltd 👇

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Sumanta Das

7 months

A 950 crore rupee company is auditing its reports by Big4 auditors. Also, they provide such a detailed breakdown of expenses. Guess The Name Of The Company?? No Recomendation

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Sumanta Das

3 years

#NaradaScam @CpimWBS একটা সময় ছিল গান্ধীজি জেলে গিয়েছিলেন, আর মানুষ তাইজন্যে protest করেছিল।। আর এখন চোরেরা জেলে গেলে মানুষ protect করে, India আগে বার রাহা হে।।😊😊😉😉

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Sumanta Das

3 years

আজকে দেখলাম যে, আমার বাড়িতে যে কুকুর টা আসতো, সেই কুকুরটি একগলা জলের মধ্যে ছুটে এসেছে, শুধুমাত্র দুটো খাবারের জন্যে।। কিন্ত, এখন এতো জল জমে আছে চারিদিকে যে, ওরা কিছুই খাবার পাচ্ছে না।। আমার একটাই অনুরোধ আপনারা ওদের কে তাদের ঘরে ডেকে এনে, অথবা কোনো শুকনো জায়গা দেখে খেতে দিন।।

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Sumanta Das

3 years

এনার খালি C.B.I. ধরলেই যতো অসুস্থতা শুরু হয়ে যায়, আর woodburn ward - এর কথা মনে পড়ে।।🙄🙄😶😶

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Sumanta Das

3 years

আমার ও ছোটো থেকে I.A.S. Officer হওয়ার ইচ্ছা ছিল।।🌚🌝

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Sumanta Das

3 years

একটু চেষ্টা করলে 50-100 টাকা দেওয়াই যায়, আমরা তো কতো ফালতু খরচা করি।। আমরা যখন বাড়িতে বসে আছি, তখন কতো মানুষ ঘর ছাড়া, পানীয় জল টুকুও পাচ্ছে না।।

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Sumanta Das

5 months

#ice &firesectors Episode 1 I have started this new series on sector rotation and upcoming sectors.

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Sumanta Das

6 months

#logistics #India After the Dedicated Freight Corridor, the Government will focus on cargo trade via inland waterways and river cruise tourism. Logistics cost has serious implications on the country’s manufacturing sector, export competitiveness, and global positioning.

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Sumanta Das

4 months

World's First Flying Car Ecosystem Aerpace Industries Ltd "Aerpace is a national flying system for inter-city and interstate travel." This is a listed company No Revenue in Fy24 High Debt Negative Reserve No Inventory New Promoter buying Stock is 4x😂 @BeatTheStreet10

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Sumanta Das

3 years

এখনতো শুধু একটাই খবর,ভবানীপুর। স্কুল - কলেজ কবে খুলবে,ট্রেন কবে চালু হবে, এই নিয়ে যেন কারোর কোনো মাথাব্যথাই নেই। আজকে বাসে করে যাচ্ছিলাম।বাসভাড়া টা 10 থেকে 15 টাকা হয়ে গেছে,অটো ভাড়া 10 থেকে 12 টাকা হয়ে গেছে।এই অতিরিক্ত খরচ টা কে দেবে??,ট্রেন টা চালু হলে তাও কিছুটা স্বস্তি ।

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Sumanta Das

1 month

Exicom Tele-Systems System Ltd 218 to 318 ✅Great Result ✅Upcoming Integrated Manufacturing Plant - Hyderabad ✅Margin Improvement ✅Order Book 1,106 Cr I will share notes of Q4 Concall #EV

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Sumanta Das

1 month

Exicom Tele-Systems Ltd Superb Result Sales 60% Up Net Profit 56% Up Total Orders 1,106 Cr Upcoming Integrated Manufacturing Plant - Hyderabad • Capacity increase from 42K AC Chargers to 180K AC chargers in 2 phases; from 2,400 to 3,500 DC Fast Chargers #Ev #Exicom

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Sumanta Das

8 months

FROG CELLSAT LIMITED Stock Price: - 228 R.O.E.: - 19.5 Frog Cellsat Ltd (FCL) incorporated in the year 2004 is one of the leading technology innovating companies/design houses and manufacturers of Radio Frequency (RF) equipment used by the telecom industry. 👇👇👇👇

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Sumanta Das

5 months

May you and your portfolio be blessed by Saraswati Ma. I'm praying for more knowledge and wisdom to come. Happy Saraswati Puja Happy Basant Panchami

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Sumanta Das

5 months

2 Days Ago in Zee Business PRATAAP SNACKS IS IN NEGOTIATIONS WITH HALDIRAM FOR STAKE SALE Stock 15% Up 2 Days later PRATAAP SNACKS SAYS NOT IN NEGOTIATIONS WITH HALDIRAM FOR STAKE SALE Why don't they verify news source before publishing 😶😶😑😑

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Sumanta Das

6 months

The current problem is that we have numerous ideas, but limited capital. Don't endeavor to attend every party, as it will diminish your overall portfolio returns.

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Sumanta Das

7 months

'India's gold imports for Oct highest in a decade at 122 Tn' Expecting a superb Q3. Track this sector. Holding Sky Gold Ltd. No Reco.

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Sumanta Das

3 years

এই স্বাস্থ্যসাথী কার্ড নিয়ে কত রাজনীতি হলো। আষুসমান আর স্বাস্থ্যসাথী নিয়ে কতো বিতর্ক হলো।মানুষের সেবা করবে বলে নিজেরা মারপিট করছিল।কিন্তু ভোট শেষ,মনে হয় কার্ড ও শেষ। দুংখের ব্যাপার এটাই যে সবাই সাধারন মানুষের অসহয়তা নিয়ে রাজনীতি করে, কষ্টের কথাটা কেউ ভাবেনা,সবাই ভুলে যায়।

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@sumantadas00

Sumanta Das

7 months

Invest in a business that will be impacted by the Fed's rate cut. My Pick, Tracxn Technologies Ltd No Reco

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Sumanta Das

8 months

Day 5 Business 5 Tracxn Technologies Limited Detailed Analysis ROCE: - 11.9 P/E:- 26.6 Market Cap:- 767 Crores Price:- 75.4 Rupees Tracxn Technologies Ltd is a leading market intelligence platform that provides data and software for the global private markets.

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Sumanta Das

6 months

Many Gold Jewellery Companies have posted blockbuster quarterly results. Senco Gold Q3 Revenue Growth: 24% YoY Ashapuri Gold Rev at 50cr vs 34.5cr PBT at 2.8cr vs 0.1cr #jewellery #GOLD

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Sumanta Das

8 months

Day 1 Business No. 1 Sky Gold Limited Sky Gold Limited is a jewellery manufacturer, that manufactures jewellery for big corporates like Malabar Gold, Joyalukkas, Senco Gold, Kalyan Jewellers etc. Market Capitalization: - 353 Crores R.O.E: - 21.3 %

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Sumanta Das

3 months

Commencement of Commercial Production at Pakhajan Plant in Dahej District. Spread over 42 acres, the 20,000 MTPA unit has been set up at an approximate cost of Rs. 470 crore. Margin Improvement in last quarter Yasho Industries Ltd, fine and specialty chemicals manufacturer

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Sumanta Das

3 months

Data Center According to CareEdge Ratings, the data center industry in India is poised for significant growth, with the capacity expected to double over the next three years, reaching approximately 2 gigawatts by 2026, up from about 0.9 gigawatts in 2023. 50,000 Cr Investment.

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Sumanta Das

5 months

Hosiery Businesses are posting strong numbers Dollar Industries Ltd Sales 16% Up Np 106% Up Rupa&Co Ltd Sales 35% Up Np 276% Up Stable COTTON Price + Demand Recovery

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Sumanta Das

2 months

30% Up in 3 Days Modern Insulators Ltd Modern Insulators Ltd is in the business of manufacturing insulators. Insulators are used in electrical equipment to support and separate electrical conductors without allowing current through themselves.

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Sumanta Das

6 months

Business 14 Modern Insulators Ltd Market Cap:- 495 Cr Share Price:- 105 Rs Stock P/E :- 15.1 ROCE:- 7.55 Modern Insulators Ltd is engaged in the business of manufacturing insulators, terry towels, and EPC projects.

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Sumanta Das

2 months

REC, a leading infrastructure finance company in India, has announced plans to provide financing for the acquisition of 50,000 electric buses over the next 2-3 years.. Positive For Exicom Tele-Systems Ltd Company operates in the EV Charger business for Small Cars to Buses

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Sumanta Das

2 months

👉EV penetration In India At 2% Asian average is 17.3% China is at the top, with an EV penetration of 27.1 % China had 2.7 mn charging stations & India has only 10018 EV charging stations India to add 3,00,000 Charging Stations. >50%-60% CAGR Growth Exicom Tele-Systems Ltd

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Sumanta Das

6 months

Jewellery Stocks Track:- Sky Gold Ltd Senco Gold and Diamond Ltd Titan Ltd Kalyani Jewellers Ltd

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Sumanta Das

6 months

Interesting. Senior living could become 50% of their business in 3 to 5 years. Huge Scope. It is a mature market in Europe and America. But, In India, It is in the Nascent stage. Ashiana Housing Max India.

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Sumanta Das

2 months

Superb Result Selan Exploration Technology Ltd Sales 106% Up YOY Net Profit 129% Up YOY This Industry should do well. Invested in South West Pinnacle Exploration Ltd.

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Sumanta Das

3 months

⛏️ I have been talking about the Mining and Exploration Industry ✅Infra & Renew Push + Record Production in Q4 + China’s PMI Index expanded & 5.3% GDP Growth + US and UK sanctioned delivery of new Russian supplies onto the LME Mostly Metal Prices at 1 year high Added SPEL

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Sumanta Das

6 months

If you are from Kolkata, you should definitely visit this exhibition. My plan is to go on the 25th. If anyone is coming, can contact me. We can meet. I would love to talk with you. IMRC2024 Pondy Oxide and Chemicals Ltd Gravita India Ltd Eco Reco Ltd Nile Ltd

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Sumanta Das

3 years

কি অবস্থা, বেকারত্ব কোন জায়গায় পৌছাচ্ছে।। শিক্ষিত ছেলে-মেয়েরা যোগ্যতা থাকা সত্বেও তারা তাদের জন্য যোগ্য চাকরি পাচ্ছে না।।

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Sumanta Das

5 months

Inox Wind Energy Loss to Profit Sales 122% NP 97%

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@sumantadas00

Sumanta Das

3 months

Two AC ODMs have received PLI disbursal approval for AC components. Epack Durables Ltd Amber Enterprises Ltd Epack Durables Ltd has received its 1st incentive of Rs. 15 crores for the Financial year 2022-23, under the said Scheme.

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@sumantadas00

Sumanta Das

3 months

As I've been talking about Scorching Summer. Tomorrow, all stocks were up. Epack Durable 8.82% Up Whirpool 2.12% Amber Enterpeise 2.12% Voltas 3.37% Symphony 9.50% Blue Star 2.65% Orient Electric Ltd 8.64% You can track other sectors Power Water Ice Cream Beverages

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Sumanta Das

3 years

1952 সালে Delimitation Commission স্থাপন করা হয়।এই কমিশনের কাজ ছিল, প্রত্যেক 10 বছর অন্তর আদুমসুমারির ভিত্তিতে জনপ্রতিনিধির সংখ্যা নির্ণয় করা।2002 সালে এই কমিশন Member Of Parliament সংখ্যা 543 রাখে,2026 সাল পর্যন্ত।কিন্ত,2026 সালে সাংসদ সংখ্যা 888 হবে,ও পশ্চিমবঙ্গের হবে 73 টি।।

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Sumanta Das

1 month

Exicom Tele-Systems Ltd Superb Result Sales 60% Up Net Profit 56% Up Total Orders 1,106 Cr Upcoming Integrated Manufacturing Plant - Hyderabad • Capacity increase from 42K AC Chargers to 180K AC chargers in 2 phases; from 2,400 to 3,500 DC Fast Chargers #Ev #Exicom

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@sumantadas00

Sumanta Das

1 month

🔷Top 8 stocks on my radar on which I am extremely bullish Shared At 1 Exicom Tele-Systems @218 2 Addictive Learning @294 3 Shri Balaji Valve @165 4 Modern Insulator @109 5 AVP Infracon @89 6 Phantom Digital @460 7 Ratnaveer Precision @130 8 Saakshi Medtech @243 Bookmark This

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Sumanta Das

1 month

Prices of Indian Lab-grown diamonds have crashed by 45% in FY24 due to overproduction in the global markets. In FY24Bglobal production of lab-grown diamonds stood at 40 Mn Carats, which is almost 33% higher than FY23 production. High Supply = Low Realization Margin Impacted

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Sumanta Das

8 months

Sky Gold Ltd QUARTER 2, FY 2024 Sky Gold Ltd is a contract gold jewellery manufacturer in 18 Carat & 22 Carat. It has clients like Malabar Gold, Kalyan Jewellers, Senco Gold, Joyalukkas etc. Some Highlights From Q2, Fy2024 :-

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Sumanta Das

8 months

Day 1 Business No. 1 Sky Gold Limited Sky Gold Limited is a jewellery manufacturer, that manufactures jewellery for big corporates like Malabar Gold, Joyalukkas, Senco Gold, Kalyan Jewellers etc. Market Capitalization: - 353 Crores R.O.E: - 21.3 %

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Sumanta Das

2 months

Guiding to produce 5 tones of gold by 2030. So, assuming the current price of gold, 3500Cr of Sales by 2030. Cost of production is around 40%, around 1400Cr They can do PAT of around 1700Cr - 1800Cr Current MCap 1780 Cr Just an assumption. No Reco Deccan Gold Mines Ltd

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