STOCKS TO WIN - A Personal dairy to keep my Stock studies

Australian Premium Solar H1 FY26 Concall Highlights:

2025-11-10T08:09:00.000+05:30

👉FY 2026 & Future Outlook :▫️Guidance from management remains ~75%+ CAGR revenue growth for FY26 (also for FY27)💠Driven by product mix, operating leverage, and new TopCon capacity▫️Segment revenue contribution :💠Solar pumps: 35–40% of FY26 revenue💠EPC (C&I + retail rooftop): 15–20% growth YoY💠Wholesale/distribution: 50% of FY26 revenue ▫️Gross margins: Sustained for next ~3

Kiri Industries: Transformative Growth Backed by Landmark DyStar Stake Sale Proceeds"

2025-11-02T20:13:00.004+05:30

Company Overview and Existing Business Kiri Industries Limited (KIL), headquartered in Gujarat, is one of India's leading manufacturers and exporters of dyes, dye intermediates, and basic chemicals. The product portfolio includes reactive dyes, acid dyes, direct dyes, and disperse dyes, along with intermediates such as vinyl sulphone, H-acid, and basic chemicals like sulphuric acid and oleum.

Onix Solar Energy Limited – Interesting stock in futuristic sector with huge order book but concerns persist?

2025-10-23T07:52:00.000+05:30

1. Company Background The Company was previously known as ABC Gas (International) Ltd.. The name of the Company was changed to Onix Solar Energy Limited with effect from October 22, 2024, though the name change application was noted as under process with BSE as of November 6, 2024. 2. Promoter Stake or Control After Preferential Issue Former Promoter Status: The existing promoter group

Kalyani Cast-Tech: Riding the Growth Wave with Ambitious Leap into Rail & Cargo Manufacturing – Strong Performance, Mega Expansion and Future Potential

2025-09-16T15:03:00.003+05:30

Company Background Kalyani Cast-Tech Limited was incorporated on 2012. The company commenced its operations with a casting business, commissioning a casting unit in Rewari, Haryana. Over approximately a decade, it has significantly grown and expanded its product portfolio, manufacturing facilities and in-house design capabilities, evolving into a key player in its sector. The company is now

Probable Outcome in the Final Verdict related to CosmicCRF and Amzen transport

2025-09-12T19:52:00.004+05:30

Based on the NCLAT verdict of July 25, 2025, and the subsequent appeals and developments, the probable outcome in the final verdict concerning Amzen Transportation Industries Private Limited's Corporate Insolvency Resolution Process (CIRP) is likely to be a continued focus on Cosmic CRF Limited's eligibility, with a high probability of reaffirming its ineligibility, and a directive to issue

📌 Kalyani Cast Tech Ltd – Shareholding Update

2025-09-08T20:32:00.003+05:30

🔹 🧑‍💼 Acquirer: Girish Gulati (HUF) 🔹 📅 Date: 05 Sept 2025 🔹 🛒 Mode: Open Market Purchase 🔹 📈 Shares Acquired: 2.72L 🔹 📊 Total Holding Post-Acquisition: 3.93L shares (5.48%) ~~~Buying 2.72 lakh shares from open market is a clear indication of change of hands! (Weaker hands to strong hands).~~~With thanks

Australian Premium Solar (APS): Strong Financial Performance and Strategic Growth in the Indian Solar Sector_ Stock study

2025-09-06T14:29:00.005+05:30

1. Company History Australian Premium Solar (India) Limited was established in 2013 as an indigenous solar solutions provider. Key Milestones: 2013: Incorporated as a private limited company. 2015: Started setting up a 5MW module production line in Kathwada, Ahmedabad, Gujarat. 2016: Started trading activities and received Salt-Mist & Ammonia corrosion IEC

Todays Hearing of CosmicCRF case at NCLAT

2025-09-03T10:49:00.000+05:30

Today's (02.09.25) hearing on NCLAT’s order about #CosmicCRF’s ineligibility saw judges and advocates question the two auditors’ reports. Cosmic CRF fighting well but couldn’t clearly define “factual errors,” in para 105, 106 leading to the case being adjourned.

Important dates and orders in Cosmic CRF case: A detailed study

2025-09-02T08:01:00.002+05:30

Important dates and orders in Cosmic CRF case: A detailed study1. Myotic challenged the CoCs decision, declaring Cosmic is eligible as PRA.• March 10, 2025: Myotic filed I.A. No. 1240/ND/2025 before the NCLT, challenging the CoC's decision of March 6, 2025, declaring Cosmic eligible.2. ED raised questions about RP and CoC constitution.• March 25, 2025: The Enforcement Directorate (ED)

After a long gap!

2025-08-31T19:43:00.000+05:30

I am in market but because of my busy work nature i am unable to update my calls regularly. Now, i am going to keep this blog for my reference purpose only. It is not a buy/sell or any investment call. All these posts are meant for study purpose only... I will keep this blog as a diary for my investment journey. Thank you

The Road ahed for Cosmic CRF

2025-08-31T15:42:00.001+05:30

The NCLAT declared Cosmic CRF ineligible as a PRA and questioned the RP and CoC for several procedural lapses and their handling of Cosmic CRF's eligibility.Breakdown of the NCLAT's reasoning:1. Ineligibility of Cosmic CRF Limited:The NCLAT found Cosmic CRF Limited to be ineligible under various clauses of Section 29A(a), (c), (h), and (j) of the IBC.The Tribunal concluded that there was "

How To Assess Management Quality?

2020-10-23T17:10:00.001+05:30

“In the business world, the rear-view mirror is always clearer than the windshield,” Warren BuffettThe quality of management can make or break an investment decision, says master investor Nemish Shah, co-founder of Enam Capital.Management integrity always pays off handsomely over time, says R Balakrishnan, co-founding member of CRISIL.Judging people is overrated

Bear market is over? Is it is a beginning of bull market? Market outlook study by Be and Make

2020-05-15T22:16:00.000+05:30

Bear market is over? Is it is a beginning of bull market? The answer is definitely “NO” Market outlook study by Be and Make So many investors are having such questions and some analysts already saying that worst is over and all the negative news was priced in, then we are entering in to the bull market? My perception is that worst is not over and the rally coming now is a bear market

KECL: Stock study_Be and Make

2020-04-19T22:23:00.002+05:30

After our study KECL stock went up sharply with some good news but now things changed dramatically due to COVID 19. The concerns discussed for this stock is likely to become a nightmare for the outlook for the company. Some positives happened in the recent past like demonetizing of assets to reduce debt, new JV in regard to the EV Vehicles etc., may be vanished due to alarmingly rising debt in

Spectacular show of KECL

2020-01-03T10:38:00.001+05:30

KECL sky rocketed and showing strength. It rallies near about 35% from last stock study update. Let's see how the company will deliver it's top and bottom line in the upcoming years. KECL already gave 35% return in a one week with thanks be and make

KECL Kirloskar Electrical Company Lts: A MULTIBAGGER STOCK TO STUDY (BUY/SELL/MULTIBAGGER/OUTPERFORMER/OUTLOOK _ Be and Make)

2019-12-23T14:50:00.000+05:30

KECL (Kirloskar Electric): A MULTI BAGGER STOCK TO STUDY! (BUY/SELL/HOLD/MULTIBAGGER/OUTPERFORMER/OUTLOOK _ Be and Make) Kirloskar Electric Company Ltd (KECL) is engaged in manufacturing electrical equipment’s like AC / DC motors, generators, transformers, switch gears etc., for the past 6 decades. Very reputed brand in electrical equipment in India.