🧵 Operating Leverage: The Hidden Force Behind Explosive Profit & EPS Growth 📈🔍 Most investors chase revenue growth. But smart investors know: Profits, not sales, are what re-rate stocks. The real multiplier? 👉 Operating Leverage Let’s break it down in simple terms 👇

🎤 Excited to be speaking at the Equity Excellence Community Meet-Up in Kolkata tomorrow see you all in the event I'll be sharing insights on Price Action Secrets to find long term breakouts along with some amazing speakers Equity Excellence™ , Soumya Malani and AYUSH GUPTA 📊🔥

Full house at Equity Excellence Kolkata Meet-up 💯 Stock Market Scientist™ sharing his insights on The Great Indian Manufacturing & Economy Theme ✅

Soumya Malani live at Equity Excellence Kolkata Meet-up ✅ An amazing session on Process vs Random Trading, Investing with a Techno Funda Process 💯

KESAR PETRO - Blockbuster Results Q1FY26 Performance ▪ Revenue: 50 Cr vs 41 Cr QoQ vs 46 Cr YoY ▪ PBT: 7.66 Cr vs 3.72 Cr QoQ vs 2.61 Cr YoY ▪ PAT: 5.89 Cr vs 1.98 Cr QoQ vs 2.13 Cr YoY ✅Watchout for coming quarters ✅Should report blockbuster FY26

SWSOLAR 👀 Reversal on cards?

Tribhovandas Bhimji Zaveri (TBZ) 37 Showrooms across 27 cities Launched 2 new flagship high-street showrooms during Q1 Reported highest ever margins Reported highest ever Q1 Revenue, EBITDA & PAT TTM Revenue 2648 Cr & PAT 74 Cr Available at just ~1300 Cr Mkt cap Trading at

SWSOLAR - Snippets from Concall ▪️GoI has set an set an ambitious target of achieving 74 gigawatt of BESS capacities by 2031-32 ▪️Allocation of 5400 Cr for Viability Gap Funding scheme ▪️India set to achieve 300 GW of Renewable Energy by 2030 ▪️NTPC to expand it renewable

Amazing event and excellent response 👌🏼 Congratulations Team Equity Excellence 🤝 Equity Excellence™

PHANTOM DIGITAL Acquisition of Tippett Studio✅ Acquisition of Milk VFX✅ Milk VFX will add 80 Cr to topline H2FY26 onwards Estimates ▪FY26E Revenue 250 Cr & PAT 55 Cr ▪FY27E Revenue 400 Cr and PAT 100 Cr ▪FY28E Revenue 575 Cr and PAT 160 Cr Available at P/E of just 5x

PI Industries - Disastrous Q1 Performance Q1FY26 Performance ▪ Revenue: 1,901 Cr vs 2,068 Cr YoY ▪ EBITDA: 522 Cr vs 587 Cr YoY ▪ EBITDA margin: 27.4% vs 28.4% YoY ▪ PAT: 400 Cr vs 449 Cr YoY 👉Big degrowth YoY vs anticipation of steady growth Even bigger miss on estimates

Will be very cautious with fresh buying over next few weeks (Infact looking to trim positions for time being) Even with decent quarterly numbers, stocks are getting sold off (Slaughtered if miss on expectations) Not the kind of markets where you'll make easy money Have to be

SWARAJ SUITING - TOP TEXTILE PICK Migration to Mainboard ▪️Approved listing on NSE Mainboard ▪️Also approved direct listing on BSE Main Board Major advantages of listing on mainboard ▪️Will broaden investor base ▪️Comes on radar of HNIs, Institutional investors and Brokerage

SWARAJ SUITING Top pick in textiles Trading extremely cheap, wont go in ESM Full impact of capex will be seen H1FY26 onwards Available at P/E of just 6.5x FY26EEPS CORE PORTFOLIO BET

Photo screaming of another 25% tariffs How badly has the US strong-arm tactics backfired 🤡 India doesn't bend anymore 💪🏼 Sends out a strong message 💯

Setup your reminder for an exciting space hosted by Equity Excellence™ tomorrow at 9 pm

Agarwal Toughened Glass ▪️FY25 Rev 55 Cr & PAT 15 Cr ▪️Mfg unit 1 (6.12L sqm TUF & 90k sqm IGU capacity) operating at ~55% capacity ▪️Mfg unit 2 (10.8L TUF sqm & 90k sqm IGU capacity) operating at ~47% capacity 👉Both plants operating in single shifts India's glass market is

Sunday Learning with Equity Excellence - An amazing experience, learning shared by Mr. Nilesh Shah, MD of Kotak Mahindra AMC. Summary of the learnings as an Investor :- 1. Never Fall in Love with your Investments 2. Always be open to feedback as an Investor 3. You are not

Trump calls INDIA a dead economy Here are some stats on Economy Growth Rates for next 2 years as per IMF forecasts ▪️INDIA's GDP to grow by 6.4% over next 2 years ▪️US will grow at a mere 1.9% and 2% ▪️China at 4.8% & 4.2% ▪️Eurozone will grow at a just 1% Global GDP growth at