INVESTMENT BULLETS BY RG

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Updated: May 3, 2026 at 7:41 PM

INVESTMENT BULLETS BY RG

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INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

Promoter Stake Hikes: Midcap Confidence Signals

Recent Buying
- Poonawalla Finance: CMP ₹486 (+1%+ stake)
- Paradeep Phosphates: CMP ₹160
- JK Tyre: CMP ₹509

Strong Conviction Plays
- Nazara Technologies: CMP ₹288
- Cupid: CMP ₹392
- Apollo Micro Systems: CMP ₹269
- HCG: CMP ₹655
- Sequent Scientific: CMP ₹207
- SML Isuzu: CMP ₹4,120[1][2]

Key Takeaway
Promoters adding over 1% in these ₹5k-40k Cr midcaps shows deep faith at current valuations.

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640

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

InfoEdge Dec JobSpeak Index

Overall Hiring Surge
- 13% YoY growth in total hiring activity.
- IT sector up 8% YoY.

Sector Highlights
- Insurance: +34% overall (+57% fresher hiring).
- Hospitality: +29% led by Mumbai (+28%) + Delhi-NCR (+25%).
- Banking: -7% decline but startup hiring +11% YoY.

Key Takeaway:
Dec hiring momentum builds with insurance/hospitality leading recovery.

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643

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

BCCL: IPO UPDATE & GROWTH OUTLOOK

Coal major positions for expansion with robust production and strategic capex plans.

Production Strength
Current output at 40.5 mt coking coal; demand tied directly to steel production growth.

Revenue Context
H1 FY26 dip one-time due to high rainfall impact on open-cast operations.

National Contribution
Targets 54 mt toward India's 140 mt coking coal goal by FY29-30.

IPO Deployment
₹1,071 Cr proceeds fund ₹1 lakh Cr diversification capex program.

Key Takeaway: Critical steel input role plus capex firepower drives BCCL's long-term potential.

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474

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

WAAREE & PREMIER ENERGIES: 5%+ DIPS

Bernstein Power Sector View
- Slower solar tendering pressures earnings trajectory
- FY26 power demand down 0.7% through period
- FY27 solar addition slows to 35 GW vs 55 GW prior
- Grid constraints hit solar generator viability

Target Prices
- Waaree Energies: Underperform at ₹2,109
- Premier Energies: Underperform at ₹718

Margin Headwinds
Solar module prices fall 6-8% QoQ erodes profitability.

Key Takeaway: Tender slowdown and pricing erosion cap solar pack near-term upside.

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558

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

PNB Sticks to Credit Growth Guidance

Punjab National Bank reaffirms FY26 credit growth target of 11-12% amid strong pipeline momentum.

Corporate Sanctions Surge
- On track to exceed ₹4 lakh Cr by Q4 FY26 end.
- ₹2 lakh Cr pipeline remains undisbursed.
- Sanctions pipeline swelled to ₹1.78 lakh Cr (up from ₹1.36 lakh Cr).

Retail Momentum
- Housing loan book expanding at 14-15% pace.
- Retail/MSME/agri share targets 58% of advances.

Outlook Boost
- Double-digit corporate growth eyed from Q3-Q4.
- NIM steady at 2.8-2.9% guidance.

Key Takeaway:
Robust sanctions and disbursals position PNB to surpass FY26 targets.

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393

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

WAAREE ENERGIES | CRITICAL RED FLAGS HIGHLIGHTED

Solar leader's post-IPO execution tests leadership stability, controls, and policy risks.

CEO Sudden Exit
- Amit Paithankar resigns Dec 29, 2025, months post-IPO.
- Signals misalignment during capex/integration peak.

Audit Trail Failure
- Disabled for admin access FY24/25; MCA violation flagged.
- No forensic track for ERP/inventory/subsidy changes.

IPO Plan Shifts
- ₹52.2 Cr unutilized; Odisha mfg → Gujarat/Maharashtra.
- Questions RHP planning rigor.

US Tariff Exposure
- 47% export revenue; AD/CVD probe + IRA reliance.
- Binary margin/competitiveness threat.

Inventory Surge
- Finished goods Q2 FY26 ₹1,300 Cr (3x normal).
- Potential channel stuffing amid ramp-up.

RPT Density
- 18% turnover with Waaree Renewable Tech.
- Audit weakness amplifies scrutiny.

Financial Clears
- ₹3,200 Cr advances back revenue; ₹15,550 Cr cash.

Execution Phase Risks
- 6GW cell commissioning key; order book ₹47,000 Cr strong.

Pivot Points
- De-risk: New CEO, audit fix, smooth ramps.
- Escalate: More exits, inventory persist.

Key Takeaway
Growth promise hinges on governance fixes amid high-stakes scaling.

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416

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

UK–FRANCE JOINT STRIKE ON ISIS IN SYRIA

UK AIR POWER UPDATE
- UK Royal Air Force aircraft continue armed patrols over Syria to deter any Daesh resurgence post-2019 defeat.
- Latest mission underscores sustained Western commitment to counter-terror operations in the region.

TARGETED STRIKE NEAR PALMYRA
- Intelligence flagged an underground Daesh facility near Palmyra used for weapons and explosives storage.
- RAF Typhoon FGR4s, backed by a Voyager refuelling tanker, joined French jets in a coordinated strike on 3 January.

PRECISION WEAPONS, LOW COLLATERAL RISK
- Paveway IV precision-guided bombs were used to hit access tunnels leading into the underground complex.
- Initial assessment: target successfully engaged with no indication of civilian risk; all aircraft returned safely.

MACRO & MARKET ANGLE
- Geopolitical risk in the Middle East remains a recurring overhang for energy, defence, and global risk assets.
- Sustained counter-terror activity reduces tail-risk of large-scale incidents but keeps a floor under defence spending.

Key Takeaway: Continued UK–France kinetic action against Daesh supports long-duration defence budgets, while only modestly adding to near-term geopolitical risk premium.

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319

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

JAN 2026 Q3 RESULTS CALENDAR

12 Jan
- TCS
- HCL Technologies

13 Jan
- ICICI Prudential Life
- ICICI Lombard

14 Jan
- Infosys
- HDFC AMC

15 Jan
- L&T Technology Services

17 Jan
- HDFC Bank
- ICICI Bank

20 Jan
- Gujarat Gas

21 Jan
- Dr. Reddy’s Labs

22 Jan
- Mphasis
- Coforge
- CAMS
- Cyient
- GSPL

23 Jan
- JSW Steel
- Cipla
- India Cements
- Atul

24 Jan
- UltraTech Cement

27 Jan
- Asian Paints
- Bikaji Foods

28–29 Jan
- M&M Financial
- TTK Prestige
- Gillette India
- Dabur
- Blue Star
- Nippon AMC

30 Jan
- Nestlé India
- P&G Hygiene
- Dr. Lal Pathlabs
- Exide Industries

31 Jan
- IDFC First Bank


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349

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

ECO RECYCLING: CRITICAL MINERALS SHIFT

Strategy Pivot
Focus on recovering critical minerals and rare earths from e-waste.
Scalable, tech-driven model fits India's formal recycling ecosystem.

Government Backing
Ministry of Mines supports capex and opex for recovery facilities.

Market Tailwinds
Rising global demand from EVs, electronics, defence, clean energy.
Recycling provides cost-effective, low-carbon mining alternative.

India Opportunity
Large e-waste generation with unorganised gap favoring leaders like Ecoreco.

Key Takeaway
Strategic realignment taps mineral security and circular economy growth.

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319

INVESTMENT BULLETS BY RG

Apr 29, 2026, 12:47 AM

DMART: SLOWER-GROWTH MODELS

Core Thesis
- Value moat strong in Tier 2/3 via low costs
- Metro wallet share erodes to quick commerce convenience
- SSSG moderates; growth now store-addition led at ~16% CAGR

Competitive Position
- Tier 2/3 widening moat with 14-15% GM vs peers 20%+
- Metro narrowing moat in high-margin non-FMCG/apparel
- Base case 55 stores/year, 5% SSSG, 8.4% EBITDA margin

Scenario Snapshot
- Base (50-55%): Revenue CAGR 16%, EBITDA 17.5%
- Bear (25-30%): Quick commerce hits; 11% revenue, 7-7.5% margins
- Bull (15-20%): GMA>26%, North scale; 19.3% revenue, 9% margins

Growth Decomposition
- New stores ~65% (415 to 690; 55 adds/year)
- SSSG ~25% (CAGR ~5.5%)
- DMart Ready ~10% (18% CAGR, profitability focus)

Risk Triggers
- Bear: Metro SSSG<3%, adds<40, GMA<23%
- Bull: North convergence, apparel revival to 27-28%
- Monitor: FY26 adds, GMA mix, H2 SSSG

Key Takeaway
DMart transitions to store-led compounding amid quick commerce metro pressure; base case delivers 16% CAGR with North execution pivotal.

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323

INVESTMENT BULLETS BY RG

Apr 15, 2026, 12:15 AM

Sector wise returns in 2025:

🟢PSU Bank: +31%
🟢Metal: +29%
🟢Auto: +23%
🟢Defense: +20%
🟢Nifty Bank: +17%
🟢Commodities : +17%
🟢Finance: +17%
🟢Capital Market: +16%
🟢Private Bank : +16%
🟢Oil & Gas : +14%
🟢Infra : +13%
🟢Consumption : +8%
🟢PSE: +3%

⚪️Energy: 0%

🔴FMCG: -2%
🔴Healthcare: -2%
🔴Pharma: -3%
🔴IT: -13%
🔴Realty: -17%
🔴Media: -20%

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325

INVESTMENT BULLETS BY RG

Apr 15, 2026, 12:15 AM

TEMBO GLOBAL: DEFENCE LICENCE SECURED

Licence Milestone
Tembo Classic Engineering Pvt Ltd receives Defence Manufacturing Licence from Maharashtra Government.
Enables small arms manufacturing facility setup.

Strategic Background
Follows MoU signed with Maharashtra Govt at WEF Davos 2025.
Developed in collaboration with MIDC, Mumbai.

Policy Alignment
Supports Make in India and Aatmanirbhar Bharat initiatives.
Marks entry into high-margin defence sector.

Investor Impact
Positive for long-term growth visibility.
Strengthens positioning in defence value chain.

Key Takeaway
Defence licence unlocks diversified revenue streams in a priority sector.

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366

INVESTMENT BULLETS BY RG

Apr 15, 2026, 12:15 AM

Bajaj Auto: Dec 2025 Sales Strong on Exports

December Breakdown
- Total vehicles 3.70 lakh units (+14% YoY).
- Domestic: 1.69 lakh (+4%); 2Ws 1.32 lakh (+3%), CVs 37k (+9%).
- Exports: 2.00 lakh (+25%); 2Ws 1.78 lakh (+24%), CVs 22k (+32%).

YTD Apr-Dec FY26
- Total 37.47 lakh (+6% YoY).
- Domestic 21.07 lakh (-3%); Exports 16.40 lakh (+19%).

Key takeaway: Export firepower offsets domestic softness; sustained momentum key for FY26 beat.

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