DEEPAK PAL
@deepak.pal.4206
Indore
3+ Years of experience
SEBI Registration INH000012856INVESTOGAINER RESEARCH
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shared an insight ⚡️ 9 hours ago
GAP INVESTING -----> India Is Building Solar Fast — But Where Will It Store the Power?
India Is Building Solar Fast — But Where Will It Store the Power?
Solar and wind power are increasing every year, but there is one big problem:
We don't have enough battery storage.
India has already auctioned around 98 GWh of Battery Energy Storage Systems (BESS).
But only around 8.5 GWh is currently operational.
That means a huge part of the planned battery-storage capacity is still waiting to be built.
----->Why Do We Need Batteries?
Solar power is available mainly during the day.
But people need electricity:
Day + Night
So what happens when the sun goes down?
Battery Storage
Batteries can store electricity when power is available and release it when demand is high.
This can help India:
• Store Solar Power
• Reduce Power Shortages
• Manage Peak Demand
##So Where Is the Problem?
India has the policies and auctions.
But execution is still slow.
1. Limited Battery Manufacturing
2. Import Dependence
3. Grid Problems
Battery storage projects need a strong electricity grid.
------>The Opportunity
This gap could actually create a massive opportunity for India's battery and power-storage ecosystem.
If the government and private sector can convert the auctioned capacity into actual projects, demand could rise sharply for:
Battery Cells → Energy Storage Systems → Power Electronics → Grid Equipment → Transmission
@@Stocks to Keep on the Radar
EXIDEIND
!Amara Raja Energy & Mobility
!BHEL
!NTPC
!TRANSFORMERS & RECTIFIERS
------->The Bigger Picture
India is trying to build more:
Solar + Wind + Battery Storage
But right now, there is a big gap between what has been planned/auctioned and what is actually operational.
98 GWh planned
Only 8.5 GWh operational
This gap is not just a problem.
It could become the next big investment opportunity.
##Bottom Line
India doesn't just need more renewable energy — it needs a way to store it. shared an insight ⚡️ 17 hours ago
IPO UPDATE----> Milky Mist IPO का GMP अचानक ₹15 पर! क्या IPO की चमक फीकी पड़ रही है?
Milky Mist Dairy Food IPO को लेकर investors के लिए एक बड़ा बदलाव सामने आया है।
IPO का GMP अब घटकर सिर्फ ₹15 के आसपास रह गया है।
कुछ समय पहले IPO को लेकर premium sentiment काफी मजबूत था, लेकिन अब GMP में तेज गिरावट देखने को मिली है।
यह सवाल उठाता है:
क्या Listing Gain की उम्मीद अब कम हो रही है?
------>GMP में इतनी गिरावट क्यों मायने रखती है?
Grey Market Premium IPO sentiment का एक unofficial indicator होता है।
जब GMP तेजी से गिरता है, तो इसका मतलब हो सकता है कि:
• Grey market demand कमजोर हुई है
• Listing premium की उम्मीद कम हुई है
• Investors अब valuation को लेकर ज्यादा cautious हैं
• IPO में short-term excitement कम हुई है
लेकिन सबसे जरूरी बात:
GMP official data नहीं है।
यह stock exchange या SEBI द्वारा तय नहीं होता और listing price की guarantee भी नहीं देता।
##लेकिन GMP को देखकर जल्दबाजी?
₹15 GMP का मतलब यह नहीं कि IPO खराब है।
इसी तरह ऊंचा GMP भी यह साबित नहीं करता कि listing पर बड़ा profit मिलेगा।
IPO में असली सवाल होना चाहिए:
Business अच्छा है?
Valuation reasonable है?
Growth sustainable है?
और IPO के बाद earnings कितनी तेजी से बढ़ सकती हैं?
@@Bottom Line
Milky Mist IPO का GMP ₹15 तक गिरना short-term sentiment में कमजोरी का संकेत है।
जो investors सिर्फ listing gain के लिए IPO देख रहे हैं, उनके लिए यह गिरता GMP एक warning signal हो सकता है।
लेकिन long-term investors के लिए असली कहानी Milky Mist के dairy business, margins, growth और IPO valuation में है।
GMP गिरा है — अब excitement से ज्यादा valuation और fundamentals पर नजर रखने का समय है।
FOCUS STOCKS""
PARAGMILK
!HERITAGE FOOD
!DODLA DAIRY shared an insight ⚡️ 14th Aug
Q1 Results Season Snapshot-----> Who Won, Who Struggled — And Where Is Management Most Confident?
@The headline is simple:
Demand is holding up, but margins are the real story.
Revenue growth has remained surprisingly strong, but higher input costs and crude-related inflation have prevented that growth from translating equally into profits across sectors. A Mint analysis of 393 companies that had reported results found aggregate income growth of 18% YoY, while a broader 138-company dataset showed 103 companies reporting positive YoY PAT growth.
------->SECTORS THAT STOOD OUT
1. Banking & Financials — One of the Strongest Areas
Financial companies have emerged as one of the biggest supports to Q1 earnings so far.
Healthy credit demand, improving asset quality and relatively stable funding conditions have supported profitability across several lenders.
SHRIRAMFIN
!ABCAPITAL
!LTFIN
!ICICIBANK
2. Auto — Demand Story Remains Strong
Auto continues to be one of the better demand-led sectors.
Two-wheelers, passenger vehicles and commercial vehicles have benefited from relatively healthy volumes.
!M&M
!MARUTI
!BAJAJ AUTO
!TVSMOTOR
3. Defence & Capital-Intensive Manufacturing
Defence continues to show strong order-book and execution-driven earnings.
!BDL
!HAL
!MAZDOCK
!SOLARIND
------>SECTORS UNDER PRESSURE
1. Cement
Cement companies faced margin pressure from higher costs despite reasonable demand.
!ULTRACEMCO
!DALBHARAT
!AMBUJACEM
2. IT — Still Waiting for a Clear Earnings Reacceleration
IT remains one of the more complicated sectors.
The Q1 preview had already identified IT as a potential laggard because of margin and demand concerns.
!TCS
!INFY
!HCLTECH
!MPHASIS
@@@MANAGEMENT CONFIDENCE WATCHLIST
This is arguably more important than simply looking at PAT growth.
Because one quarter tells you what happened. Management guidance tells you what could happen next.
!MANAPPURAM
!GODREJCP
!IDFCFIRSTB
!BDL
Current watchlist:
Godrej Consumer | HDFC Bank | ICICI Bank | IDFC First Bank | M&M | Hindalco | Oil India | Bharat Dynamics | BEL | Adani EnterprisesFAQ's
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