Rakesh Kumar
@ca.rakesh.singhal.7960
New Delhi
5+ Years of experience
SEBI Registration INH100003282Rakesh Kumar Singhal is a Qualified Chartered Accountant. He is a SEBI Registered Research Analyst and a Certified Technical Analyst also. Believe in Value Investing and Follow CANSLIM Strategy for Momentum Investing. Having an Experience in Equity Markets for more than a decade.
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Posts
shared an insight ⚡️ 10 hours ago
AEGIS LOGISTICS LIMITED Results Analysis-Q1FY27
AEGISLOG
Financial performance and key Operating Metrics (Consolidated) :
Operating Revenue for Q1FY27 is Rs. 2,357 Crs., 37.07% growth YoY, Total Income is Rs. 2,463 Crs., 38.23% growth YoY, Gross Profit is Rs. 806 Crs., 143.19% growth YoY, EBITDA is Rs. 714 Crs., 197.42% growth YoY, EBITDA Margin is 30.28% improved by 1632 basis points YoY, PBT Rs. 719 Crs., 215.61% growth YoY, PAT Rs. 545 Crs. 210.7% growth YoY.
On QoQ basis Operating Revenue is down by 9.16%, Total Income is also down by 8.15%, But Gross Profit is up by 1.8%, EBITDA is up by 14.32%, PBT is up by 20.73% and PAT is also up by 19.85%.
LIQUIDS DIVISION : Highest ever Q1 revenue of 178 Crs., 24% growth YoY & Highest ever Q1 EBITDA of 136 Crs., 28% growth YoY, reported 5 consecutive quarter of growth in EBITDA.
GAS DIVISION : Recorded highest ever EBITDA – increase of 296% YoY, Driven by stable Logistics & Sourcing volume despite war & highest ever volume & margins in Distribution. shared an insight ⚡️ 16 hours ago
PREMIER ENERGIES LIMITED Results Analysis-Q1FY27
PREMIERENE
Financial performance and key Operating Metrics (Consolidated) :
Operating Revenue for Q1FY27 is Rs. 2,463 Crs., 35.25% growth YoY, Total Income is Rs. 2,508 Crs., 34.13% growth YoY, Gross Profit is Rs. 948 Crs., 34.63% growth YoY, EBITDA is Rs. 714 Crs., 30.29% growth YoY, But EBITDA Margin is 29.01% declined by 110 basis points YoY, PBT Rs. 620 Crs., 53.96% growth YoY, PAT Rs. 472 Crs. 53.33% growth YoY.
On QoQ basis Operating Revenue is up by 10.42%, Total Income is also up by 10.52%, EBITDA is up by 5.85%, PBT is up by 3.77% and PAT is also up by 3.3%.
Q1 order wins: INR 3,011 cr (cells + modules), taking total order book to INR 15,000 cr (including transformers). Delivery phasing: “at least about 40%–45%” of the total order book will go into FY28.
7.6 GW fully automated module plant (Seetharampur) is operational.
7 GW TOPCon cell line (Naidupeta/Tirupati as referenced) in advanced commissioning; trial runs expected “later this month.” First revenues targeted in September; ramp to 50–60% utilization by November; targeted ~70% utilization by the March quarter.
Transformers (Transcon) : Capacity expansion highlighted: from 4 GVA to 16.25 GVA by FY28 (and discussion of moving into HV/EHV).
Strategic thrusts : Shift to higher-value HV/EHV, Exports targeted (North America, Europe, Africa) described as “pretty large”.
Growth expectation: transformer business to “treble over the next three years.”
BESS manufacturing plan: 12 GWh total; Phase 1: 6 GWh, Status: land acquired; construction started. shared an insight ⚡️ 18th Aug
GE VERNOA T&D India Ltd. Results Analysis-Q1FY27
GVT&D
Financial performance and key Operating Metrics (Consolidated) :
Operating Revenue for Q1FY27 is Rs. 1,836 Crs., 38.04% growth YoY, Total Income is Rs. 1,878 Crs., 39.48% growth YoY, Gross Profit is Rs. 759 Crs., 17.84% growth YoY, EBITDA is Rs. 461 Crs., 18.88% growth YoY, But EBITDA Margin is 25.1% declined by 404 basis points YoY, PBT Rs.487 Crs., 24.90% growth YoY, PAT Rs. 363 Crs. 24.65% growth YoY.
On QoQ basis Operating Revenue is up by 12.16%, Total Income is also up by 12.17%, EBITDA is up by 3.56%, PBT is up by 3.93% and PAT is also up by 3.19%.
Order intake: INR 11.4 bn, down 30% YoY (vs INR 16.2 bn). primarily to “lower realization of TBCB in market in Q4 ’25-’26,” which carried into Q1.
Margin profile remains guided to mid 20s EBITDA, despite gross margin mix/commodity headwinds; indicates the largest GM drag is HV mix shift (2–2.5 ppt) which is less harmful to EBITDA due to operating leverage.
RPT conversion risk is timing/customer-driven, not described as cancellation: one project is on hold (INR 3,000 cr; approval expiring) and the U.S. data center RPT is delayed by design/location changes;
Strategic positioning favors private counterparties (77% backlog) and export optionality; management explicitly highlighted counterparty derisking and rising export order share (46% of Q1 orders).
HVDC is a medium-term accelerator rather than immediate revenue driver, with management pointing to FY29 onward for meaningful uplift due to back-ended execution structures.FAQ's
What are the top stock recommendations by Rakesh Kumar?
Rakesh Kumar regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Castrol India Ltd (Bullish), Firstsource Solutions Ltd (Bullish), AEGISLOG, PREMIERENE and GVT&D. Explore Rakesh Kumar's complete list of posts and trade views on their StockGro profile.
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You can follow Rakesh Kumar'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.
What is Rakesh Kumar's investment strategy?
Rakesh Kumar 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 Rakesh Kumar been a SEBI-registered Research Analyst (RA)?
Rakesh Kumar has been a SEBI-registered Research Analyst and have 5+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
Where can I see Rakesh Kumar's past performance and stock picks?
You can check Rakesh Kumar's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
How can I contact Rakesh Kumar for stock market advice?
For stock market guidance from Rakesh Kumar, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Rakesh Kumar's track record in predicting market movements?
Rakesh Kumar 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 Rakesh Kumar?
Rakesh Kumar is a SEBI-registered Research Analyst with the SEBI Registration INH100003282. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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