Ensure Capital

Dear Investors, *Don't Panic* as the International event passed yesterday and impacted max by tomorrow. Our Domestic events are in FEB as BUDGET, So inJan, we will see a good recovery in the market. 🎁 *Reason*: * Oversold market, many #equities still reached their attractive valuation. * Coming #Results will be better from the last cool Qtr. * An excellent #orderbook we have seen in many sectors include Reality, Defence, IT etc. * Now Rally will be focused on sector-stock specifics like #Pharma, #NBFC, #Reality and #Railway. 📍 *NIFTY Strong support at 23700 & 23450 levels & Resistance at 24300 & 24630*. Stay Calm & Be Positive. #Investorview #Marmettrend #howtogrow #portfolioanalysis #investingatrighttime #HNIInvestor #planahaead #Moneytalks #Niftyview #panicsituation #financialawarness

Glad to share our Co Founder Mr. Girish Sodani joined NDTV Profit as a guest speaker in a special show #AskProfit. . https://lnkd.in/dUXNQFD8 . #Mediapresence #Fundamental #Learningsession #knowledgeonly #investors #Moneytalks

*Biosecure Act Delayed: Indian CDMOs in Focus* 🔸Top Picks - #PiramalPharma Ltd (₹280) and Syngene International Limited (₹1,030). 🔸The US #Biosecure Act, aimed at reducing dependence on Chinese CDMOs , is delayed due to Senate recess, with possible modifications to focus on de-risking guidelines. 🔸Global companies have already started diversifying supply chains, creating opportunities for Indian #CDMOs. 🔸Indian players like Divi’s, Syngene, Piramal Pharma, Hikal, and GLS invested ₹9,600 crore in capex (FY21-24), driven by supply chain shifts rather than reliance on the Act. 🔸Piramal Pharma targets $1.2B CDMO sales by FY30, reflecting robust sector growth even without the Act's implications. . #Pharmasector #Pharma #EnsureCapital #Howtoanalysis #capex

Good news in terms of Retail Inflation and expecting an impact on the next RBI meeting. . #Ratecutnews #IndianEconomy #Retailinflation #EnsureCapital #Businessnews

New theme on #Weekendseries. Focus on the #ConsumerFinance sector. . Many corporate players and good market size help this sector grow in the last 5 years . Between FY 2018 and FY 2024, the volume of digital payment transactions surged from 14.6 bn to 164.4 bn, achieving a CAGR of approximately 50%. This growth led to a significant rise in digital payments' share of overall transactions, increasing from 59% in FY 2018 to 97% in FY 2024 . More available in this report with one of strong fundamental stock. . #Growth #IndianEconomy #Learnbeforeinvest #HNIinvestors #Investors #Investingonfundamentals #EnsureCapital

📖 Weekend Knowledge Series 🪙 Sector in Focus: Consumer Finance Sector . The growth of the #financial sector is supported by the rise in equity markets and improvements in #corporateearnings. India’s personal wealth is projected to reach US$ 5 trillion by 2022, growing at a CAGR of 13%, up from US$ 3 trillion in 2017. . The #credit gap, estimated at ₹58.4 trillion in FY 2017 (Source: IFC report), has widened further to ₹103 trillion in FY 2024. Many MSMEs resort to informal credit sources, creating a significant untapped market for financial institutions. . #Creditsource #financialsector #NBFC #stocksinfocus #IndianEconomy #growth #howtoanalysis #fundemantal #Mannapuram #financestocks #growandearn #beyondgrowth #money #followus #EnsureCapital Girish Sodani Gunjan Bhalika Nishu Garhawal

📖 Weekend Knowledge Series 🚆 Sector Focus: Railway Sector . India boasts 4th largest #railwaynetwork in world, covering 68,000L km. Handles over 23 million passengers & transports over 1.2 billion ton of freight annually. #Revenue Contribution approx. 8.2 % to India's GDP. The sector is primarily controlled by Indian Railways, a government entity. However, privatization in select areas like freight and passenger services is increasing. . #Metrorail systems are expanding rapidly in cities like Delhi, Mumbai, Bangalore and also expanding in tier 2 cities contributing to urban transportation. Dedicated #Freight Corridors are being developed to boost efficiency & reduce #logistics costs. . Report cover one strong #fundamentalstock hold an strong capex plan and also good order book. All information for learning purpose only . Girish Sodani Gunjan Bhalika Nishu Garhawal and many members feedback helps our reports more valuable include Sankalp Mishra Avinash Nile, CMT Romit Barat Kavi Chaurasia . #Indianrailway #IndianEconomy #Trainnetwork #Freightnetwork #Jupitarwegon #JWL #Railway #investors #investing #fundamentalpick #learnbeforeinvest #planahead #followus #howtoanalyse #stocks

📖 *Weekend Knowledge Series* 🏨 Sector in Focus: Hotel Sector . The Indian hospitality sector was valued at approximately USD 32.10 billion, with projections indicating a CAGR of 10.5% from 2024 to 2030. This growth is expected to push the market size to an estimated USD 59.44 billion by 2030. . In mid 2024 alone, domestic hotel investment transactions reached $93 million. Leading #hoteloperators and brands like #IHCL and #ITC Hotels are vigorously expanding their footprints. For example, 19,440 new hotel rooms were signed, primarily in Tier-1 & Tier-2 cities, showing robust development activity. Government also target to boost this sector with multiple schemes and allocation in budget also. . Cover one strong fundamental Stocks with strong book, capex plan as well as strong target for FY25-27. . All information for learning purpose only. Girish Sodani Gunjan Bhalika . #Hospitalitysector #Hotels #Lemontree #Tajgvk #Capexplan #hotelsexpansion #roomnetwork #newrooms #toursim #IndianTourism #Fundamntalstock #stockinfocus #sectorinfocus #learnbeforeinvest #investing #investors #weekendseries #funds #learning #followus #hotelsector

Time for Weekend Series. . We cover the tech based sector and stock looks like a growing sector in terms of Market Expansion and Companies restructuring. . India’s IT expenditures are projected to increase by 11.1 % to reach US$ 138.6 billion in 2024. *Cover one STOCK* include: * Stock Financials. * Revenue Breakup * Management Outlook & News We are looking for feedback from our connections for improving better Achal Daga Sankalp Mishra Ranu Parwal Dr. Kanupriya Manchanda Nidhi Mutha (Sodani) Vinayak Nath Manish Gupta #EnsureCapital Girish Sodani

🎯 Weekend Knowledge Series 💻 *Sector in Focus: IT Sector* . India’s IT sector is expected to grow to US$ 350 billion by 2026 securing its position as a game-changing force in the domestic & international #economy with a strategic focus on #digitalempowerment, citizen engagement & #economicdevelopment. . India’s #technologyindustry is on track to 2x its #revenue to US$ 500 billion by 2030 & Indian #software product industry is expected to reach US$ 100 billion by 2025. India’s IT expenditures is projected to increase by 11.1 % to reach US$ 138.6 billion in 2024 as compared to US $124.07 billion the year before. . Cover one stock hold strong fundamental stock and speedily expanding in the sector. . All information for knowledge purpose. . #ITSector #wipro #knowldege #sectoronfocus #stocks #investing #fundamentalview #budgetallocation #stockinnews #howtoanalyse #improvements #Ensurecapital #tech #analysisreport #Indoresoftwarecompanies #softwarecompanies #managementoutlook #sectorinformation Girish Sodani Gunjan Bhalika Nishu Garhawal