
THE INVESTMENT BLUEPRINT ๐๐
358 subscribers
About THE INVESTMENT BLUEPRINT ๐๐
*This Channel is Created for educational purposes, Please don't consider any stock discussions as recommendations. Do your own analysis before Investing. None of the Admins are SEBI Registered Investment Advisors. Hence all views expressed here are personal and are only for educational purposes. Please consult your Investment advisor before Investing.*โ *We Do Not Provide Any Call or Tips*๐ตโ Join WhatsApp Community ๐ข๐ฏ https://chat.whatsapp.com/HzFPtAIZ18xBwgKvCr6vaE
Similar Channels
Swipe to see more
Posts

*FII/DII Activity For The Week*๐


๐ India's stock market participation at 6% with 85.8M shareholders. With awareness & access increasing day by day, we are in for some tremendous growth here. Capital Market moved 12-15% on an average!๐๐ GenZ LIC main paisa nahi daalnewala, they will trade, invest, do SIP! People are moving away from FDs, less than 5% of household assets are in equities, imagine the growth here in next 10 yrs! #investing #india


*Protean eGov In Focus - Big negative.* ๐ Disclosed that it is no longer in contention for Government of Indiaโs PAN 2.0 project It has been eliminated from the RFP race Government had plans to overhaul PAN/TAN services under PAN 2.0 with a Rs 1440 cr budget Despite earlier confidence, PROTEAN is now completely out of the running Equirus Says, This is a material negative, as PAN services contribute ~50% of the companyโs revenue FY26 impact may be muted, expect a 75-100% collapse in this revenue stream over the next 2-3 years 35% decline in FY27 overall revenue Segment has historically generated free cash that funded new initiatives โ now under threat Additional headwinds include an impending NPS pricing revision in FY27 and stagnant ONDC retail volumes Downgrade to Sell from Add; Cut TP to Rs 900 from Rs 1730.

*FII/DII Activity For 16-05-2025*๐


*New Mainboard IPO Alert: Belrise Industries Ltd (Formerly Badve Engineering)* ๐๐ฐ *IPO Date:* May 21 โ 23 *Issue Size:* โน2,150 Cr (Full Fresh Issue) *Face Value:* โน5 | Retail Quota: 35% *Lead Managers:* Axis Cap, HSBC, Jefferies, SBI Cap *Business Snapshot:* Belrise is a key automotive components manufacturer serving 2W, 3W, 4W, CVs & agri vehicles with safety-critical & polymer-based solutions. EV-ready + Entering solar panel component production in Q4 FY25. *Financials:* โขFY23: Revenue โน6,621 Cr | PAT โน313.7 Cr โขFY24: Revenue โน7,557 Cr | PAT โน323 Cr *Utilization of Funds:* โขDebt repayment: โน1,618 Cr (This improves financial leverage significantly.) *Product Segments:* 1.Automotive โ 2W/3W: Sheet metal, braking, polymer parts, motors & chargers 2.Automotive โ 4W: Suspension systems, sheet metal, polymer parts 3.Non-Auto: Refrigerator components *Clientele:* Bajaj Auto, Hero, TVS, M&M, Honda, Tata, TAFE, Ford, Fiat, Volkswagen, LG, Exide, Volvo, Hero Electric, and more. โธป *Verdict:* Belrise rides on a strong OEM client base, growing EV/solar exposure, and deleveraging plans. Watch for valuations, margins & peer comparison before applying.

*BIG ORDER WIN FOR SIEMENS* themetrorailguy.com/2025/05/18/draโฆ,(NHSRCL). *DRA Infracon โ Siemens JV this Thursday was declared as the lowest bidder for the signalling and telecommunication (S&T) system contract of 508.17 km Mumbai โ Ahmedabad High Speed Rail (MAHSR Bullet Train) project by Indiaโs National High Speed Rail Corporation Ltd. (NHSRCL)* DRA โ Siemens JV beat Alstom Transport โ Larsen & Toubro JV for this long-delayed systems package with a scope that includes end to end design, installation and commissioning works for Indiaโs first high speed rail line which will connect Mumbai and Ahmedabad through 12 stations at an estimated cost of Rs. 1.1 lakh crore (US $15 billion).


๐ *DLF:* Q4 CONS NET PROFIT 12.8B RUPEES VS 9.2B (YOY); EST 8.03B | 10.6B (QOQ) DLF: Q4 REVENUE 31.3B RUPEES VS 21.35B (YOY); EST 17.1B DLF: Q4 EBITDA 9.8B RUPEES VS 7.54B (YOY); EST 3.5B || Q4 EBITDA MARGIN 31.30% VS 35.32% (YOY); EST 21% DLF: CO RECOMMENDED DIVIDEND OF 6 RUPEES PER EQUITY SHARE

*FII/DII Activity For 19-05-2025*๐


*Nifty 50 crossed the 25,000 mark for the first time since October 17, 2024, with 49 of the 50 Nifty constituents ending in the green.* Hero MotoCorp led the gains on the index, while Tata Motors jumped over 4%. Metal stocks continued their recent upward trend, with JSW Steel rising more than 4%. Realty stocks also saw strong momentum, with Macrotech Developers amongst the top gainers. *_Check out the top sectoral indices that drove todayโs momentum_*๐


*New Mainboard IPO Alert: Belrise Industries Ltd (Formerly Badve Engineering)*๐
