Harika Enjamuri
@harika.enjamuri.9119
Hyderabad
3+ Years of experience
SEBI Registration INH000017417As a SEBI Registered Research Analyst (INH000017417) with a PGDM in Business Administration, a B.Com (Honors) degree, and 5 years of stock market experience, I provide expert insights into fundamental and technical analysis to support well-informed investment decisions. I specialize in tracking economic indicators, ma ... Read more
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Posts
shared an insight ⚡️ 8 hours ago
Dixon Technologies expands into microwave radio
Dixon Technologies (India) Limited’s subsidiary, Dixon Electro Appliances Private Limited, has signed an IP licence agreement with Aviat Networks to manufacture microwave radios.
The agreement provides access to specified intellectual property and technical know-how, supporting Dixon’s expansion into telecom infrastructure and higher-value electronics manufacturing.
My view: This deal is significant because Dixon is moving beyond traditional electronics assembly into specialised telecom products. Access to Aviat’s technology could help build domestic manufacturing capabilities, but the financial impact will depend on production scale, customer demand and margins.
Dixon’s Q1 FY27 revenue grew 21.1% YoY to ₹15,548 crore, beating estimates of ₹14,769 crore. However, EBITDA declined 4.1% to ₹463 crore, below the ₹499 crore estimate. This indicates that revenue growth is yet to translate into stronger operating earnings.
Nuvama cut its FY27 EPS estimate by 7% due to delays in Vivo JV consolidation but raised its FY28 estimate by 9%, citing faster expected growth in components. It maintained a Hold rating with a ₹14,800 target price. JPMorgan retained its Overweight rating with a ₹16,400 target.
I am watching production commencement, order visibility and margin recovery to assess whether Dixon’s expansion can translate into sustainable earnings growth.
Stance: Monitor execution and profitability before assessing the deal’s long-term contribution.
DIXON
Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned. shared an insight ⚡️ 29th Sep
Power Mech Projects secures ₹279 crore Telangana order
Power Mech Projects Limited has secured a ₹279.20 crore order from Telangana Power Generation Corporation Limited for operation and maintenance work at Yadadri Thermal Power Station.
Shares of Power Mech Projects were trading at ₹2,398.60 on September 29, up 1.45% on the NSE.
The three-year contract covers mechanical, electrical, and control and instrumentation systems, along with maintenance of the ash handling and coal handling plants at the 4,000 MW Yadadri Thermal Power Station.
The scope includes ash handling facilities across all five units, comprising Units 1 and 2 under Stage I and Units 3, 4 and 5 under Stage II. The contract value excludes GST, with a price variation clause applicable during the second and third years.
This order adds to the company's thermal power O&M portfolio. Earlier in September, Power Mech secured a ₹970 crore contract from Vedanta Power for operating and maintaining its 1,200 MW Sakti Thermal Power Plant in Chhattisgarh over 60 months.
My view: The two contracts represent a combined order value of ₹1,249.20 crore, strengthening the company's visibility in recurring power plant operations and maintenance work. However, order value alone does not translate into immediate revenue or profit. Execution costs, operating margins and timely mobilisation will determine the actual earnings contribution. The Telangana contract also carries a three-year execution period, making revenue recognition gradual.
I am watching the company's order inflows, execution updates and operating margins in the coming quarters. At ₹2,398.60, the stock's ability to sustain its recent price strength alongside volume will be important for assessing follow-through.
POWERMECH
Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned. shared an insight ⚡️ 28th Sep
NCC bags ₹1,077 crore water supply order
NCC Limited has received a ₹1,076.71 crore drinking water supply order from the Andhra Pradesh government.
The project covers the Anakapalli segment under the Multi Village Scheme on Yeleru Reservoir and has a 24-month execution period.
The order was awarded by the Rural Water Supply and Sanitation Department, Visakhapatnam, with the Letter of Acceptance dated September 26, 2026. The contract value excludes GST. NCC also confirmed that the awarding entity has no interest from its promoter, promoter group or group companies, and the contract is not a related-party transaction.
For NCC, the key point is order-book visibility rather than the headline value alone. The company had a consolidated order book of ₹83,004 crore as of March 31, 2026, and ₹81,214 crore as of June 30, 2026. The new ₹1,076.71 crore order adds another meaningful project to that execution pipeline. Water and railways already accounted for 12% of NCC's consolidated order book at FY26-end.
My view is that the order is positive for revenue visibility, but the stock reaction matters more from here. NCC closed at ₹130.30 on September 28, down 1.92%, despite the order announcement. I would watch whether the stock can reclaim ₹134 and sustain above it with volume. A move above that level would show better short-term strength, while failure to hold ₹130 would keep the setup cautious.
NCC
Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.FAQ's
What are the top stock recommendations by Harika Enjamuri?
Harika Enjamuri regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include DIXON, POWERMECH and NCC. Explore Harika Enjamuri's complete list of posts and trade views on their StockGro profile.
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You can follow Harika Enjamuri's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.
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Harika Enjamuri follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Harika Enjamuri been a SEBI-registered Research Analyst (RA)?
Harika Enjamuri has been a SEBI-registered Research Analyst and have 3+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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Harika Enjamuri has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Harika Enjamuri?
Harika Enjamuri is a SEBI-registered Research Analyst with the SEBI Registration INH000017417. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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