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RHETANView Community →
RHETAN TMT LTD
- ▸40 Years Old · BIS Certified · Main Board 2024Incorporated 1984. Fe500D / Fe550 / Fe550D certified TMT bars for construction & infra. Migrated from SME to BSE Main Board in 2024 — a governance milestone few SME graduates achieve.
- ▸Q4 Profit Up 362% YoYNet profit surged to ₹8.2 Cr in Q4FY26 (vs ₹1.8 Cr last year) per BSE filing — second consecutive triple-digit quarter after Q3's +220%.
- ▸Margins: 3% → 27% — Operational Leverage in ActionOperating margins expanded ~9x across the turnaround. EBITDA up 1,058% — cost restructuring plus 1MW captive solar cutting power costs.
- ▸New Factory Upgrade to 75,000MT productionRhetan expanded its earlier 30,000 MT manufacturing base to 45,000 MT and has now approved a further expansion to 75,000 MT.
- ▸FY26: Best Year in Company HistoryFull-year net profit ₹14.3 Cr — up 363% YoY. 5-year profit CAGR stands at 140% per company disclosures.
- ▸Promoter Conviction: 62% · Zero Pledge · ₹0 SalaryPromoters hold 62.11% with zero pledging, draw no remuneration, and have not sold a single share in 12 consecutive quarters per shareholding filings.
Bullish 79%Bearish 21%
437 community votes · Educational sentiment only
ICICIBANKView Community →
ICICI Bank
- ▸Turnaround story complete: From stressed asset concerns in 2018 to best-in-class ROE of ~18%+ today.
- ▸Strong retail franchise: Diversified loan book across retail, SME, and corporate with disciplined underwriting.
- ▸Digital leadership: iMobile Pay has 10M+ users outside ICICI Bank customers — a fintech moat being built.
- ▸Consistent dividend payer with improving capital return track record.
- ▸Favorable valuations: P/E of ~17x with ROE expansion runway — analysts have consensus BUY with 20–25% upside targets.
- ▸Management quality: Sandeep Bakhshi-led team widely regarded as best banker leadership in India.
Bullish 64%Bearish 36%
496 community votes · Educational sentiment only
HDFCBANKView Community →
HDFC Bank
- ▸India's largest private sector bank by assets with a pan-India network of 8,700+ branches.
- ▸Consistent earnings growth: Net profit has grown at a ~20% CAGR over the last decade.
- ▸Strong asset quality: Gross NPA ratio remains one of the lowest in the industry at ~1.3%.
- ▸Post-merger integration on track: HDFC Ltd merger complete; combined entity unlocks massive mortgage cross-sell opportunity.
- ▸Attractive valuation: Trades at ~2x P/B, a discount to its 5-year historical average — making it a long-term accumulation zone.
- ▸High institutional ownership: FIIs hold ~55%+ — consistently one of the most owned Indian stocks globally.
Bullish 70%Bearish 30%
784 community votes · Educational sentiment only
RELIANCEView Community →
Reliance Industries
- ▸India's most valuable company with a market cap of ~₹16–17 lakh crore — a true mega-cap.
- ▸Jio remains a growth engine: 480M+ subscribers, ARPU expansion underway, and 5G rollout boosting data revenues.
- ▸Retail vertical scaling fast: Reliance Retail is India's largest retailer with 18,000+ stores — IPO potential is a major value unlock.
- ▸New Energy bet: ₹75,000 Cr capex in green energy — solar, hydrogen, and battery — positions RIL for the next decade.
- ▸O2C business stable: Oil-to-Chemicals segment provides steady cash flow to fund other ventures.
- ▸Promoter confidence: Mukesh Ambani family holds ~50% stake with no signs of dilution.
Bullish 38%Bearish 62%
464 community votes · Educational sentiment only
CHAMBLFERTView Community →
Chambal Fertilisers & Chemicals Ltd
- ▸Promoter related entities are accumulating since past 8 months
- ▸New Ammonia Fertiliser plant will be up by April 2026
- ▸Stock P/E is just 9.63
- ▸ROCE 26.8 % & ROE 19.8 % (very stable)
- ▸Company is almost debt free.
- ▸Company has been maintaining a healthy dividend payout of 26.0%
- ▸CM Airtime Promotion LLP Continues Strategic Acquisitions in Chambal Fertilisers
Bullish 70%Bearish 30%
573 community votes · Educational sentiment only