Saksham Sharma
@saksham.sharma.6125
Delhi
7+ Years of experience
SEBI Registration INA000022613Fee-only financial planning | Website: asksaksham.in | Instagram: @AskSaksham.in | Educational content, not personalized advice.
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shared an insight ⚡️ 2 hours ago
BEML wins Rs 5,400 crore bullet train contract
BEML
BEML Limited (BEML) secured a ₹5,400 crore contract tied to India's bullet train project. This is among the largest single order wins covered in this series so far.
BEML is a public sector defence and engineering company, manufacturing equipment across rail, defence, and mining segments. A contract of this size tied to the bullet train project represents a significant addition to the company's order book, though the specific scope, rolling stock, infrastructure equipment, or components, matters for understanding what portion of the ₹5,400 crore translates into near-term manufacturing revenue versus longer-term delivery.
For a PSU like BEML, a large government-linked infrastructure order like this typically carries lower counterparty risk than a similar-sized private sector contract, since payment reliability from a project of national priority like the bullet train tends to be more predictable. That said, PSU execution timelines can run long, and margin visibility on large multi-year government contracts is not always disclosed upfront.
What I want to see is the execution timeline and whether BEML's role is manufacturing-heavy or supply-only, since that changes both the margin profile and how much of this order shows up in revenue over the next few quarters versus several years out.
My stance: a genuinely large, credible order for a PSU with a track record in this space, but I am withholding a fuller view until execution timeline and scope details are available.
I do not hold BEML Limited at the time of writing. shared an insight ⚡️ 19th Sep
GPT Infraprojects wins Rs 484 cr RVNL order
GPTINFRA
GPT Infraprojects Limited is awarded a contract worth 483.72 crore (inclusive of GST) by the Rail Vikas Nigam Limited (RVNL) for construction of a major railway bridge over the Mahanadi River in Odisha.
In the current financial year, the civil construction of this bridge will be awarded to RVNL by the Indian Railways.
River bridges construction works are multi-year projects. Therefore, contracts for such projects provide a meaningful and reasonable revenue visibility for a considerable period.
Order win announcements are a cause for celebration. However, when assessing their overall impact on a company, order value must be evaluated in relation to the existing order book and annual revenues. As a standalone project, the order value may not be significant to a large-cap peer. However, for a small-cap company, the order can have an immense positive impact on the company’s financials.
Before assessing the order impact, I would also evaluate the historical execution margins for projects awarded by RVNL.
The order value is positive and appreciates the company’s efforts, but a definitive view on the company’s financials cannot be assessed based on a single order value announcement.
I do not currently own GPT Infraprojects Limited. shared an insight ⚡️ 18th Sep
NSE IPO gets 43% subscription on opening day.
The first day of the National Stock Exchange’s (NSE) initial public offering (IPO) saw a subscription of 43%, led by retail and non-institutional investors. The price band has been fixed at Rs.1,700 – Rs.1,785. The offer for sale will conclude on September 21.
Day one saw the NSE IPO subscribed 0.43 times overall. The retail quota attracted the highest demand, followed by the non-institutional category. Employees' quota saw the highest demand of all categories, while the quota for QIBs saw relatively low demand. Unlike a book building process, an offer for sale does not infuse funds to the exchange.
An exchange like NSE cannot list shares on its own exchange, and thus the NSE IPO was listed on the BSE. This IPO also connects to the companies that own a stake in NSE. New India Assurance shares, of which NSE owns a stake, also listed and witnessed a surge on the same day. Other stocks that own a stake in NSE, such as
IFCI
, were also among the most traded stocks this week.
What I am actually watching is the QIB book specifically, since that segment's participation tends to be the more informative signal for an issue this large and institutionally significant, rather than the overall subscription number driven mostly by retail interest so far.
My stance: too early to read Day 1 subscription as the final verdict on this IPO. Watching QIB subscription trend into September 21 before forming a view on how strong institutional demand actually is.
I do not hold shares in IFCI, New India Assurance, or any NSE-linked entity at the time of writing.FAQ's
What are the top stock recommendations by Saksham Sharma?
Saksham Sharma regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Axis Bank Ltd. (Bullish), Reliance Industries Ltd. (Bullish), Infosys Ltd. (Bullish), BEML and GPTINFRA. Explore Saksham Sharma's complete list of posts and trade views on their StockGro profile.
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You can follow Saksham Sharma'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 Saksham Sharma's investment strategy?
Saksham Sharma 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 Saksham Sharma been a SEBI-registered Research Analyst (RA)?
Saksham Sharma has been a SEBI-registered Research Analyst and have 7+ 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 Saksham Sharma's past performance and stock picks?
You can check Saksham Sharma'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.
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For stock market guidance from Saksham Sharma, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Saksham Sharma's track record in predicting market movements?
Saksham Sharma 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 Saksham Sharma?
Saksham Sharma is a SEBI-registered Research Analyst with the SEBI Registration INA000022613. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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