Rounaq Bakshi

04/12/2025

Percentage of Indian homes which own a Car* National Average: Approximately 7.5% of Indian households own a car

04/12/2025

Kotak noted that project ex*****on by listed companies has lagged targets, partially offset by acquisitions, resulting in disappointing earnings growth over the past two years and a subsequent de-rating of multiples.

“Valuations have become more palatable but still do not offer an attractive entry point and do not factor in ex*****on risk from further delays relative to capacity addition targets. NTPC, NHPC, and Tata Power lagged capacity addition targets in 1HFY26, while JSW Energy (aided by acquisitions) and ACME (with low FY2026 targets) are on track to meet theirs,” Kotak said.

Kotak suggested fair values of Rs 320 for Tata Power, Rs 260 for Power Grid, Rs 325 for NTPC, Rs 75 for NHPC, and Rs 495 for JSW Energy. CESC, Coal India, and ACME Solar were valued at Rs 165, Rs 370, and Rs 350, respectively

04/12/2025

Promoter selling before the news

04/12/2025

Reverse on cards possible?

04/12/2025

India’s per capita income rose above $2,600 in FY2025, and according to estimates, it will cross $5,000 by FY2030

03/12/2025

Build valuation for your business

02/12/2025

Billionaire Mukesh Ambani's Reliance Industries (RIL) is stepping into its most ambitious monetisation cycle yet—a fourth wave designed to extract returns from a staggering $80 billion capital blitz deployed since Covid, with Dalal Street betting this time will be different: no balance-sheet stretch, no leverage spiral, just pure cash-flow momentum driven by 5G dominance, AI-powered data centres, a global refining renaissance and new energy scale-up.

02/12/2025

Is this true?

Australia in alert: Over 5 lakh people who used Weight-loss jabs like Ozempic & Mounjaro now flagged for risks of mental illness and SUICIDAL THOUGHTS.

These drugs were the highest-selling in India in October, touching ₹100 crore in sales

02/12/2025

Biggest bet will be manufacturing sector

02/12/2025

Target : 50% upside
Report 42: Dec 2025
Trading at a discount to peers
Stock below 50 DMA and 200 DMA
91% stake with Promoter,DII and FII
Connect over 7838491131 to discuss allocation in Stock

91% stake with Promoter,DII and FII

02/12/2025

https://rounaqbakshi.in/2025/12/02/us-funds-have-lost-20-of-portfolio-value-in-india-since-september/

US funds have seen a 20% drop in portfolio value in India since September, with FPI holdings falling 24% in dollar terms by February.

02/12/2025

Indian paper industry in crisis: Only 550 of 900 mills operational