Mohit Jangir (@investor_mohit) 's Twitter Profile
Mohit Jangir

@investor_mohit

23 | In the process of learning | Investor | Building inved.in I SEBI Registered RA : INH000012351

ID: 853488079906029568

linkhttp://www.inved.in calendar_today16-04-2017 05:59:50

11,11K Tweet

102,102K Followers

359 Following

Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

Dhruv has raised a very relevant point. Many of these investors can't be trusted. Their focus tends to be solely on the stock price rather than the underlying business, and they remain invested only as long as the price trend favors them.

Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

India's Renewable Energy Boom 🌞⚡ Annual Installations (GW): Solar PV vs Overall RE FY21: 5 / 8 GW FY22: 13 / 15 GW FY23: 13 / 15 GW FY24: 15 / 19 GW 🚀 FY25 : 24 / 29 GW Solar is leading India’s green transition and it is just getting started.

India's Renewable Energy Boom 🌞⚡

Annual Installations (GW):

Solar PV vs Overall RE

FY21: 5 / 8 GW
FY22: 13 / 15 GW
FY23: 13 / 15 GW
FY24: 15 / 19 GW
🚀 FY25 : 24 / 29 GW

Solar is leading India’s green transition and it is just getting started.
Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

Bharat ki shakti, hamari raksha. Salute to our Indian Armed Forces for their unwavering dedication & sacrifice. Jai Hind! 🇮🇳

Bharat ki shakti, hamari raksha.

Salute to our Indian Armed Forces for their unwavering dedication & sacrifice. 

Jai Hind! 🇮🇳
Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

Electrosteel casting : B2G business faces headwinds, margins at multi-quarter lows due to reduced JJM allocation. PAT boosted by one-time tax gain of 81cr. Exit is very very important in such businesses.

Electrosteel casting : 

B2G business faces headwinds, margins at multi-quarter lows due to reduced JJM allocation.

PAT boosted by one-time tax gain of 81cr.

Exit is very very important in such businesses.
Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

Shocking traffic sense in Jaipur! Jaipur has the worst traffic/driving sense amongst all the cities I’ve visited so far across the globe. Traffic Police Jaipur, they are literally doing nothing to educate people about the rules and abiding them. it's time to step up & educate citizens

Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

Happened in the past, happening again. People doubting companies/managements and calling promoters 'fraud' and 'chor' just due to : - Weak earnings - Stock price correction That too without knowing the reasons behind. Time has the best answer.

Anukool Arora (@aroraanukool5) 's Twitter Profile Photo

#GoodLuckIndia is shifting focus from low-margin CR coils to high-margin segments like Defense and Precision Pipes. Capex is complete, with Defense targeting 20%+ EBITDA margins and Precision Pipes aiming for 10% long-term margins. May be a key trigger to look out for

#GoodLuckIndia is shifting focus from low-margin CR coils to high-margin segments like Defense and Precision Pipes.

Capex is complete, with Defense targeting 20%+ EBITDA margins and Precision Pipes aiming for 10% long-term margins.

May be a key trigger to look out for
Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

Hey folks, it's been a while since I posted on X. What's going on - let's share some of the stock ideas you're most bullish on with a brief thesis. Personally, I'm finding value buys in this market (not on TTM but on FY26-27 numbers) - time correction can't be ruled out

Anukool Arora (@aroraanukool5) 's Twitter Profile Photo

Shankara Building Products Demerger - Special Situation Opportunity Worked on some numbers for Shankara Building Products At 20x FY26 estimated PAT, valuations seem reasonable, with sufficient headroom for growth.

Shankara Building Products

Demerger - Special Situation Opportunity

Worked on some numbers for Shankara Building Products

At 20x FY26 estimated PAT, valuations seem reasonable, with sufficient headroom for growth.
Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

The government is encouraging the use of alternative fuels such as biodiesel, ethanol, hydrogen, and others. The Indian automobile industry is evolving in a positive direction, he said, adding that Hydrogen is considered the fuel of the future. etnownews.com/economy/5-tril…

Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

Sharing after a long time, my top conviction picks for long term (3-5 years) currently are : (in listed space) 1. One of the India's largest processor of RCN 2. Logistics company recently acquired by a big group 3. Demerged IT services biz - got listed recently 4. Pharma biz -

Mohit Jangir (@investor_mohit) 's Twitter Profile Photo

I’ve recently started reading about the BPM/BPO industry (IT services sector). Has anyone researched on Firstsource Solutions, Digitide or any other listed/unlisted company? Please share notes/reports if possible 🙏🏻

Anukool Arora (@aroraanukool5) 's Twitter Profile Photo

Conducted a relative valuation analysis comparing Digitide Solutions with Firstsource Solutions and eClerx Services. The analysis clearly indicates that Digitide is trading at significantly cheaper valuations compared to its peers, with the stock valued at just 9.4x FY25 CPAT.

Conducted a relative valuation analysis comparing Digitide Solutions with Firstsource Solutions and eClerx Services.

The analysis clearly indicates that Digitide is trading at significantly cheaper valuations compared to its peers, with the stock valued at just 9.4x FY25 CPAT.