🔮 ASTROLOGICAL VIEWS & KEY TURNING DATES
📅 Key Turning Dates: 1st, 3rd, 5th, 8th, 10th and 12th June 2026
The period from 1st to 23rd June 2026 may remain challenging, with the possibility of heightened conflicts and volatility. Caution is advised in both markets and personal matters during this phase.
⚡ Rupie Insight: Astrological cycles suggest heightened volatility in early June. Align with technical levels — don't fight the trend, don't chase gaps.
🚨 BIG ALERTS — MACRO & GEOPOLITICAL
⚠️ Iran & USA — Buying Time, Not Resolving
Neither side fully escalating nor de-escalating. If Strait of Hormuz does not reopen within 20-30 days, India's economy, inflation, and markets face pressure.
⚠️ MSCI Rebalance — Passive Outflows of $800M–$1B
4 additions & 4 exclusions in MSCI Standard Index. Small-cap stocks may face additional pressure.
⚠️ Monsoon Downgrade — IMD Revises Forecast to 90%
Below-normal rainfall across Northwest, Central, and South India. Concerns over agriculture, inflation, and growth.
⚠️ FII Outflows — ₹1,26,098 Cr Sold in April & May
Continued FII selling may pressure sentiment. Calls for STT and LTCG tax review growing.
⚠️ NSE Trading Hours Change from 3rd August 2026
F&O market close extended to 3:40 PM. New Closing Auction Session (3:15-3:35 PM) in cash segment.
📚 INVESTOR EDUCATION — WISDOM CORNER
💡 Fear sells, greed buys, wisdom waits.
Long-term wealth comes from patience, research, discipline, and staying focused when emotions run high.
📈 Smart money doesn't chase prices — it traps traders first.
Spring Candle is a powerful stop-loss hunting pattern. Understanding these moves helps avoid emotional decisions.
🏆 Success is built through daily discipline.
Small, consistent improvements compound into meaningful results. Upgrade habits, mindset, and circle of influence.
🌍 GLOBAL MARKET RETURNS (May 2026 YoY)
South Korea +180-190% | Taiwan +89-99% | Japan +66-67% | Pakistan +59% | Vietnam +46-51% | Brazil +35% | USA +26.8% | China +24.9% | Kuwait +9.4% | INDIA -4.9%
Gift Nifty closed 53 pts lower at 23,687, indicating negative opening for Monday.
📡 STOCKS TO WATCH — AS PER MARKET GRAPEVINE
20 Microns, AVT Natural, Chemcon, FDC, GPPL, IOLCP, Jamna Auto, Jenburkt Pharma, Jumbo Bag, Metroglobal, Rajesh Power, KLL, Panama Petrochem, POEL, Mazda, Rupa, Univastu, Va Tech Wabag, Vodafone Idea, Wanbury, Yes Bank
📈 STOCKS WITH POSITIVE SETUP — RUPIE SPEAK INSIGHTS
Q4 PAT +158% QoQ to ₹53.16 Cr. Non-Ibuprofen portfolio share 18%→37% in 6 years. Management optimistic for 2-3 quarters.
⚡ Rupie Speak: Backward integration paying off. May re-test ₹178.
JM Financial target ₹1,755. Record order inflows ₹8,000 Cr, order book ₹16,800 Cr. Bio-CNG project launched. Dividend 250%.
⚡ Rupie Speak: Record order book + waste-to-energy = strong growth. May surpass previous high.
Q4 PAT +61% to ₹6.37 Cr. Reserves ₹447 Cr vs equity ₹36.63 Cr. 65% dividend.
⚡ Rupie Speak: Strong reserves + healthy dividend. Attractive.
Q4 PAT +138% to ₹31 Cr. FY26 PAT +56%. Expansion in Raigad & South Africa.
⚡ Rupie Speak: Stellar profit growth. May surpass 52-week high.
FY26 PAT +30% to ₹515 Cr. 104% dividend. Proposed ₹17,000 Cr investment.
⚡ Rupie Speak: Huge capex + strong dividend. Attractive.
FY26 PAT ₹26.62 Cr. Dividend 200%. Debt-free. Reserves ₹245 Cr vs equity ₹4 Cr.
⚡ Rupie Speak: Debt-free, tiny equity, huge reserves. Classic compounding story.
Q4 PAT +61% to ₹71.08 Cr. 150% dividend. Debt-free. ROCE 20.4%.
⚡ Rupie Speak: Debt-free + high ROCE. Attractive at ₹329.
Q4 PAT +123% QoQ to ₹36.21 Cr. 300% dividend. Reserves ₹1,058 Cr vs equity ₹8 Cr.
⚡ Rupie Speak: 300% dividend + huge reserves. Attractive valuation.
FY26 PAT ₹66.67 Cr. P/E 9, ROCE 17.4%. ₹100 Cr capex. Management guided 18% growth ahead.
⚡ Rupie Speak: Low P/E (9x) vs peers (15.6x) + growth capex.
FY26 PAT ₹41.48 Cr. 40% dividend. Lead capacity expanded 21,000→37,500 MTPA.
⚡ Rupie Speak: Capacity expansion + tiny equity. Well-positioned.
First-ever dividend ₹10/share. FY26 EPS above ₹70. Holding company of Baba Kalyani Group.
⚡ Rupie Speak: First dividend + strong book value. Re-rating potential.
Q4 EPS +128% to ₹23.6. FY26 EPS +100% to ₹48.4. Strong presence in Himalayan states.
⚡ Rupie Speak: 100% EPS growth + P/E below 10x. Quality infra play.
FY26 EPS ₹15. Scaling BESS 2.5 GWh→10 GWh by H1FY27. Peers at 22.8x.
⚡ Rupie Speak: Massive BESS expansion + valuation discount. Energy storage theme.
FY26 EPS ₹185.8. ₹65 Cr capex for optical fibre cable expansion.
⚡ Rupie Speak: Data centre + 5G demand. Attractive P/E.
FY26 EPS +79% to ₹35.1. FY27 EPS expected ₹45. Peers at 39x.
⚡ Rupie Speak: Significant valuation gap. Engineering export play.
FY26 EPS +67% to ₹32.1. Investments ₹611 Cr vs equity ₹12.3 Cr.
⚡ Rupie Speak: Hidden investment portfolio + low P/E.
Order book 6x market cap! FY26 sales +172.5%, PAT +150%.
⚡ Rupie Speak: Order book 6x market cap! Quality discovery.
Q4 total income +28% QoQ to ₹211.6 Cr. FY26 total income ₹706.78 Cr.
⚡ Rupie Speak: IT services + surveillance growing. Keep on radar.
India's largest depository. Demat custody ₹522L+ Cr. Duopoly + recurring revenue.
⚡ Rupie Speak: India's financialization story. Quality long-term play.
FY26 revenue ₹1,912 Cr (+23%). Order book ₹583 Cr. Targeting ₹5,000 Cr by FY31.
⚡ Rupie Speak: Long-term revenue visibility. Keep on radar.
Supplies to Mahindra, Tata Motors, Skoda, GM, Daimler. Sanand facility upcoming.
⚡ Rupie Speak: Auto ancillary with growth visibility.
FY26 EPS ₹49.4. Order book ₹1,548 Cr, L1 pipeline ₹2,256 Cr.
⚡ Rupie Speak: Massive order book + valuation gap.
FY26 EPS ₹49.6. Strong order inflows from ONGC. Capex expansion ongoing.
⚡ Rupie Speak: Low P/E. Oil & gas services.
FY26 EPS ₹55.1 on tiny equity base of ₹12.9 Cr.
⚡ Rupie Speak: Tiny equity, strong EPS. Attractive.
FY26 EPS ₹13.2. Free reserves ₹208 Cr vs equity ₹2 Cr.
⚡ Rupie Speak: Tiny equity, huge reserves. Upside potential.
📈 WEEKLY UPTREND — STOCKS TO HOLD
EBITDA margin improved to 18.14%. Pharma tailwind continues.
⚡ Rupie Speak: Pharma uptrend + improving margins.
Auto ancillary beneficiary of CV demand recovery.
⚡ Rupie Speak: CV upswing. Quality play.
Govt services BPO. Defensive business model. Weekly uptrend.
⚡ Rupie Speak: Defensive play. Hold above WRV.
Solar energy. Renewable energy structural story.
⚡ Rupie Speak: Solar uptrend intact.
Pharma CDMO. India pharma export play.
⚡ Rupie Speak: Strong RS. Hold above WRV.
Specialty engineering. RS outperforming.
⚡ Rupie Speak: Quality engineering. Hold.
🔍 MORE SMALL & MID-CAP ACTION
FY26 total revenue +68% to ₹1,085.84 Cr.
⚡ Rupie Speak: Spectacular Q4 growth. Turnaround story.
FY26 total income +40% to ₹639.12 Cr. Bonus 2:1 announced.
⚡ Rupie Speak: 2:1 bonus + strong growth.
Q4 total income ₹142.22 Cr (+80%), NP +91%.
⚡ Rupie Speak: Irrigation + solar growth.
Strong Q4 and FY26. Export orders USD 4.65 lakh. Bonus issue on 5 June.
⚡ Rupie Speak: Bonus + exports. Keep on radar.
H2 total revenue ₹1,098.26 Cr, EBITDA ₹73.21 Cr (+102.8%).
⚡ Rupie Speak: Strong H2 performance.
FY26 total income ₹2,051.02 Cr (+15.7%), PAT ₹89.42 Cr.
⚡ Rupie Speak: Strong profit growth.
H2 revenue ₹1,157.46 Cr (+78.7%), PAT ₹59.06 Cr.
⚡ Rupie Speak: Exceptional H2 growth.
FY26 total income ₹1,066.42 Cr, Q4 income ₹287.70 Cr.
⚡ Rupie Speak: Steel sector recovery.
Ebola outbreak could support pharma exports.
⚡ Rupie Speak: Pharma export opportunity.
Sales +70% YoY to ₹17.46 Cr. Global expansion ongoing.
⚡ Rupie Speak: Turnaround + expansion.
Reportedly evaluating IdeaForge or Premier Explosives acquisition.
⚡ Rupie Speak: Re-rating trigger if materialized.
Approved revenue-sharing pact to revive Gujarat Copper Plant.
⚡ Rupie Speak: Positive trigger for copper expansion.
Strong Q4 with healthy revenue growth and margin expansion.
⚡ Rupie Speak: Strong Q4 performance.
EBITDA +47% YoY. Margins improved meaningfully.
⚡ Rupie Speak: Strong operational performance.
Earlier bagged two orders worth ₹3,483 Cr.
⚡ Rupie Speak: Strong revenue visibility.
⚠️ STOCKS IN WEEKLY DOWNTREND — AVOID
Media downtrend. Avoid fresh positions.
⚡ Rupie Speak: Media weak. Avoid.
Capital goods downtrend despite long-term story.
⚡ Rupie Speak: Avoid near term.
MSCI exclusion + Q4 PAT -59%. Double blow.
⚡ Rupie Speak: Avoid completely near term.
Specialty industrial equipment. MSCI exclusion sector.
⚡ Rupie Speak: Avoid.
Cement in weekly downtrend. Rate uncertainty.
⚡ Rupie Speak: Avoid.
📊 MORE RESULTS HIGHLIGHTS
EBITDA ₹83.08 Cr (+33%), PAT ₹39.05 Cr (+54.5%).
⚡ Rupie Speak: Strong retail growth.
FY26 total income ₹431.3 Cr. EBITDA margin 9.0%.
⚡ Rupie Speak: Strong topline growth.
Operating cash flow surged 2.5x.
⚡ Rupie Speak: Cash flow improvement.
FY26 total income ₹66.45 Cr. NP margin 9.90%.
⚡ Rupie Speak: Healthy margins.
EBITDA margin 19.39%, PAT margin 13.46%.
⚡ Rupie Speak: Healthy margins.
FY26 total income ₹369.25 Cr. EBITDA ₹27.03 Cr.
⚡ Rupie Speak: Strong topline growth.
FY26 total income ₹186.67 Cr. PAT ₹29.40 Cr.
⚡ Rupie Speak: Steady growth.
EBITDA ₹26.52 Cr, PAT ₹10.90 Cr.
⚡ Rupie Speak: Stable performance.
FY26 total income ₹137.01 Cr. PAT ₹45.45 Cr.
⚡ Rupie Speak: Healthcare growth.
⚠️ CAUTION — WEAK RESULTS
PAT fell to ₹0.14 Cr despite 13% revenue growth.
⚡ Rupie Speak: Weak profitability. Avoid.
EBITDA slipped into loss amid revenue decline.
⚡ Rupie Speak: Weak quarter. Avoid fresh positions.
Revenue surged 639% YoY but losses continue.
⚡ Rupie Speak: Revenue without profit. Caution.
Revenue ₹97.73 Cr but slipped to net loss.
⚡ Rupie Speak: Margins weakened sharply.
Revenue +4% YoY but margins under pressure.
⚡ Rupie Speak: Margin pressure. Monitor.
Loss narrowed from ₹174.41 Cr but EBITDA deeply negative.
⚡ Rupie Speak: Losses continue. Avoid.
Goodwill impairment charge of ₹556.24 Cr.
⚡ Rupie Speak: One-time hit. Monitor recovery.
Revenue declined but returned to positive EBITDA.
⚡ Rupie Speak: Turnaround in progress.
📜 FINAL THOUGHTS
🌟 "Fear sells, greed buys, wisdom waits." 🌟
The most dangerous pandemic of this century may not be a virus — it may be the one-child pandemic. One child carrying expectations of two parents, four grandparents, and an entire family legacy. Earlier generations had fewer comforts but stronger human connections. Today, many have more gadgets but fewer relationships. A society survives not only on technology and economic growth, but also on families, shared responsibilities, and human bonds. The real concern is not declining birth rates, but declining human connection.
Vijay Kedia has urged govt to abolish LTCG tax on listed equities. Long-term investors provide patient capital. Tax policy should reward long-term investing.