Full-time Stock Market Investor → Trainer → Author 📖 | 12+ yrs experience | 12x Zerodha Challenge winner | NSE certified | Trained 500+ investors
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📘 Wealth Through Stocks
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GRSE Secures ₹32,000 Crore Indian Navy Order 🚢
Garden Reach Shipbuilders & Engineers (GRSE) signed a major contract on 2 November 2026 to construct five Next Generation Corvettes for the Indian Navy.
1. Order Value: ₹32,000 crore
2. Execution Timeline: 9 years, 4 months from first-stage payment.
Positive: Significant long-term revenue visibility and stronger order book.
2/7 🌍 FIIs Have Been Reducing Exposure
FII holding:
Jun 2025: 16.0%
Sep 2025: 15.9%
Dec 2025: 11.8%
Mar 2026: 9.8%
Jun 2026: 9.9%
Sep 2026: 8.7%
FII ownership declined by nearly 46% in five quarters.
A significant reduction worth tracking.
📎 Attached: Shareholding Pattern
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1/7 🚨 KEC International: FIIs Cut Their Stake Almost by Half!
KEC International has fallen nearly 65%, from around ₹900 to ₹315.
During this period, foreign institutional investors (FIIs) significantly reduced their holdings.
Let's examine the ownership trend. 🧵
📎 Attached: Stock Price Chart
Result 🚀🚀🚀
⚡ Quality Power Electrical Equipments Ltd (QPOWER)
1. What Does This Company Do?
Quality Power makes specialised electrical equipment — transformers, high-voltage coils, power electronics, and energy storage systems — used to transmit and distribute electricity across power grids. Think of them as the backbone company that helps electricity travel from a power plant to your home, with subsidiaries in India (Mehru) and Turkey (Endoks).
2. Why We Buy — The Catalyst Story
New capacity at Sangli is about to go live, doubling their production ability, while the Turkey subsidiary Endoks is seeing energy storage (BESS) orders pile up faster than originally expected. The company is also acquiring Winwin Speciality Insulators, which removes their single biggest supply bottleneck and opens a new ₹200–500 Cr revenue stream.
"At Endoks, the energy storage business is seeing strong market traction, with inquiry levels ahead of our original expectations."
3. What Is Coming Next
1. Sangli coil facility commercial production starts Aug 2026, revenues trickling Q3FY27, meaningful from Q4FY27 — peak capacity ₹1,500–1,800 Cr.
2. Winwin Speciality Insulators consolidation expected Q4FY27 — without capex: ₹250–300 Cr revenue; with capex: ₹450–500 Cr.
3. Endoks BESS facility (Turkey) operations begin Q3FY27 — USD 60 million+ already in pipeline, USD 40 million more targeted in next 12 months.
4. Fund raise of less than ₹500 Cr — roadshows starting 20 Aug 2026; will fund Winwin acquisition + US expansion.
4. The Numbers That Back This Up
1. Revenue — Q1FY27: ₹256.4 Cr ▲32% YoY. Full year FY26: ₹1,003 Cr.
2. EBITDA — Reported: ₹64.7 Cr at 25.2% margin. Adjusted (excluding ₹7.82 Cr non-cash Turkey hyperinflation): ₹72.5 Cr at 28.3%.
3. PAT/EPS — PAT ₹46.7 Cr ▲49.6% YoY. EPS ₹4.66 vs ₹3.12 last year. Adjusted PAT ₹54.5 Cr.
4. Target guidance — Management guiding 20% revenue growth FY27. FY28 guidance: 50% revenue growth. EBITDA margin guidance: 20% (high teens floor, management aims higher).
5. Order book CAGR — Current order book ₹1,945 Cr (1.9x last year revenue). Revenue CAGR projected at 82% over 3 years per analyst estimates. Order book breakup: Endoks ₹801 Cr, Mehru ₹585 Cr, Quality Power standalone ₹553 Cr.
5. Institution Conviction Signal
As of Jun 2026, promoters hold 73.9%, FIIs at 3.4%, DIIs at 6.4%, and public at 16.3%. FII holding is low but MF holding stands at 4.17%. Stock hit upper circuit of 5% on Q1FY27 result day (10 Aug 2026) with buyers queuing and no sellers. No identified institutional seller at this point.
6. Risk
1. Sangli ramp-up delay — New facility needs ~60 global customer audits before full production. Timeline is 6 months from opening. Management plan: Prioritising audits by order execution sequence (Adani, Power Grid HVDC first) so revenue starts flowing even before all audits complete.
2. Raw material spike hitting margins — Aluminium spiked Q1FY27, will hit Quality Power standalone margins in Q2–Q3FY27 with a 4–5 month lag. Management plan: All current orders in book are priced above 25% margin — guided floor is 20%, and they are not compromising pricing discipline to chase volume.
7. Last 30 Days — Key Developments
✅ Q1FY27 results strong: PAT ▲49.6% YoY, gross margin improved to 47.2% from 44.6%, EPS ₹4.66 vs ₹3.12. Stock hit upper circuit on result day.
✅ Mehru (subsidiary) secured orders from Hitachi Energy India for 400 kV transformers, to be executed within 12 months. Endoks also secured a major international FACTS order.
⚠️ Sangli commercial production not yet started as of Aug 10 — building completion certificate and local authority approvals still pending. Management confident of trial production this month (Aug 2026) but regulatory clearance remains the gating factor.
8. Suitable For
Suitable for aggressive growth investors with 2–3 year horizon.
Disclaimer: Educational purpose only.
Will Cutting LTCG Tax Bring Foreign Investors Back to India?
Ridham Desai of Morgan Stanley makes an important point: Foreign investors are not staying away from India just because of high taxes. They are looking for better returns.
The government is reportedly considering reducing LTCG tax from 12.5% in the upcoming Budget. While this could improve market sentiment, it may not be enough to bring foreign investors back.
Global investors compare India with other markets. If they expect better earnings growth and returns elsewhere, they will invest there, even if India reduces taxes.
Why does India need foreign money?
India saves around 28–30% of its GDP but invests about 31.5%. Foreign capital helps bridge this gap.
Desai prefers long-term foreign direct investment (FDI) over short-term portfolio flows because FDI brings stable capital, technology and business opportunities.
Is there any positive news?
Yes. Although foreign investor sentiment towards India is extremely weak, some global fund managers are slowly becoming positive.
With several emerging markets facing challenges, India's diversified economy is starting to look attractive again.
My Take:
Reducing LTCG and STT would be a welcome move for investors. But tax relief alone cannot sustain a market rally.
For foreign investors to return consistently, Indian companies need to deliver stronger earnings growth at reasonable valuations.
Tax cuts can improve sentiment. Better returns will bring the money back.
Source: Moneycontrol
Trump: Cut rates to 1%.
Fed (Oct 28, 2026): Rates stay at 3.75%-4%.
He wants a 🔻75% cut in the rate.
That is like asking the vegetable vendor for tomatoes at ₹10 when the price is ₹40.
Vendor’s reply: “Sir, doosre dukaan dekh lijiye” 😄
PART 3 – FUNDAMENTAL ANALYSIS (25 chapters)
- PE Ratio, EPS, ROE, ROCE, Debt
- Reading an Annual Report
- Promoter Pledge, Shareholding Pattern
- Bonus, Buyback, Rights Issue
- ROA and PBV – how to judge a bank stock (new)
Know what you own.
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PART 2 – TECHNICAL ANALYSIS (23 chapters)
- Candlestick patterns and charts
- Support, Resistance, Trend Lines
- Triangles, Cup and Handle, Channels
- Fibonacci, Moving Average
- Intraday vs Swing trading
Learn when to buy and when to exit.
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PART 1 – BASICS (16 chapters)
- Different assets: stocks, gold, FD, real estate
- Open Demat and Trading account
- NSE vs BSE, Sensex, Nifty
- Target, Stop Loss, GTT order, Price Alert
Start from zero. No experience needed.
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