Rakesh Laroia @r_laroia Twitter profile

Last Seen Profiles

@iranoosh80

@FGB

@MayorsforPeace

@schmittwitt_

@Gothamist

@SoliShelle

@stw46

@Gianna_illust

@MoFoundHealth

@bokeplokalmalam

@animac_JAM

@whetukingii

@jiminpicss

@Darth_Vexus

@White1696603

@RelevantTennis

@Slimthugwan

@La_PesadillaPR1

@IreneTina624876

@rourouki

@Amanresorts

@cerve_rhe

@CCHPCA

@NGEuroYogi

@joingrupbokep

@marimo_ino

@itstekatsu

@pamedens31

@MSmith08872914

@uesugibusyotai

@stwmaniax

@cukienaknikmati

@abotamim_1406

@AlanFisher

@bokeplokalmalam

@JeffersonArtuur

Rakesh Laroia

@r_laroia

6 months

What's wrong with Japan? 😆 #perspective

167

244

2K

Rakesh Laroia

@r_laroia

5 years

Consolidated Exit Poll Table.

34

299

735

Rakesh Laroia

@r_laroia

3 months

Went to a funeral today - 8 out of 10 random ppl were talking abt only stocks ! 🤷🤷

56

14

599

Rakesh Laroia

@r_laroia

5 months

U land in Dubai n encounter crazy rains - that even authorities had to issue a stay-at-home advisory. Rare event - Black swan 😅

42

66

548

Rakesh Laroia

@r_laroia

4 months

Day 1 post exit polls - NHAI increased the toll by ₹5-25 Mother Dairy increased the milk prices by ��2.00. What next ?

167

31

497

Rakesh Laroia

@r_laroia

3 years

Startup idea With exit/IPO plan😊

12

66

477

Rakesh Laroia

@r_laroia

4 months

When ur #NVIDIA esops enables u to buy a #porsche !

7

428

Rakesh Laroia

@r_laroia

6 months

This made my day 🥂

15

99

396

Rakesh Laroia

@r_laroia

3 years

If you ever feel useless, just remember USA took 4 Presidents, thousands of lives, trillions of dollar and 20 years to replace Taliban with Taliban. #Afghanistan

8

68

361

Rakesh Laroia

@r_laroia

3 years

Hard Times ! Easy Times !!

2

66

332

Rakesh Laroia

@r_laroia

3 years

The reality :

2

24

328

Rakesh Laroia

@r_laroia

3 years

Anant Mandelia - A good friend was badly hit by spoilt brat of a bureaucrat in posh GK area of Delhi . Pls share with max ppl so that Anant gets justice #StandUpForAnant

16

330

298

Rakesh Laroia

@r_laroia

5 years

Charlie Munger yesterday at the DJCO meeting: “If somebody hired me to fix INDIA, I would immediately say, "What could I do if I really wanted to hurt India?" And I'd figure out all the things that could most easily hurt India, and then I'd figure out how to avoid them."

12

45

293

Rakesh Laroia

@r_laroia

5 months

#IndoTech Transformer:Increasing capacity 130% to 8,000MVA from 3500MVA Parent company SSEL is biggest in transformers space in India with expected turnover doubling to 5000cr n 53000MVA capacity IndoTech can be a DARK HORSE if SSEL does a reverse merger

4

69

298

Rakesh Laroia

@r_laroia

4 months

Humbled NDA can be good for the country 🇮🇳

9

10

271

Rakesh Laroia

@r_laroia

7 years

Large amounts of money aren’t made by buying what everybody likes. They’re made by buying what everybody underestimates. #HowardMarks

7

63

252

Rakesh Laroia

@r_laroia

3 years

BCL industries 🇮🇳 Edible oil + Ethanol (biofuel) + Ethanol Neutral Alcohol - Sole player in India The only company in India and the South Asian region that has a forward and backward integrated distillery ethanol plant. Capacity doubling in oct!

8

40

254

Rakesh Laroia

@r_laroia

4 months

#Swan Energy - what lies for next 5yrs The company focussing on sectors with strong tailwinds 1. Defence - majority stake holder in erstwhile Reliance Naval-expected to get listed this month The capacity of Reliance Naval is equal that of combined capacity of mazagaon

10

53

254

Rakesh Laroia

@r_laroia

3 months

Harayna Govt doles out tender for 35000 solar pumps worth 1200cr !! #ShaktiPumps has approx 40-45% market share in North India tenders.

Haryana Issues Tender For Solar Pumps Under PM-KUSUM

The Haryana Renewable Energy Development Authority (HAREDA) has issued tender seeking vendors for the deployment of off-grid solar pumps under the PM-KUSUM scheme.

www.saurenergy.com

5

34

252

Rakesh Laroia

@r_laroia

4 months

#GE Shipping - Free cash flow cow trading at dirt cheap valuations Trades at less than 5PE of FY25E earnings Fy24 PAT 2600cr Dividend FY24 Rs 36 (3 % yield) Cons NAV. 1400+ vrs cmp of 1050 Next Triggers - repricing of rigs under LT contracts

15

36

249

Rakesh Laroia

@r_laroia

7 years

Patanjali salt packet says"Created from 250 million year old Himalayan Rock" Label say expiry date “2018” So happy they dug it just in time!

28

99

237

Rakesh Laroia

@r_laroia

3 years

#ICICI Bank Analyst Day Crux- Bank with deep focus on 3 things - DIGiTAL , PLATFORMS , SURROUNDING ECOSYSTEM ! 206 page ppt is self explanatory:

0

40

218

Rakesh Laroia

@r_laroia

7 years

The 45 minutes video of @VijayKedia1 highlighting 10 Principles that helped him turn Rs 10 lakh to 650cr in 20 years

IIMB PGPEM VijayKedia 2016

Mr Vijay Kedia addressed students at IIMB on 20th Feb 2016, as part of the PGPEM day.

www.youtube.com

2

72

213

Rakesh Laroia

@r_laroia

3 months

Nobody who got rich did so from multiple streams of income! ▪ The way you get rich is by doing one thing really, really well. ▪ Then, once you break through the wall, you diversify. And then you let your money work for you, where your money creates money. #SaturdayThoughts

4

12

218

Rakesh Laroia

@r_laroia

2 years

Bot a pharma stock at 250 with a friend couple of years back with 40 % allocation . Stock went to 1800 though we exited at 1300 . Bad mkt effect or unfavorable sector impact stock back to 400 ! Booking is key even if u have higher expectations.

16

8

212

Rakesh Laroia

@r_laroia

7 years

GNA Axles-With 71% promoter holding & global clientele trades at 14x fy18 earnings vrs 25-30 PE of peers.Strong outlook on ongoing expansion

8

32

204

Rakesh Laroia

@r_laroia

2 years

#Powermech AR is a brilliant read highlighting ample opportunities in Electrical Transmission/Water&Hydro Power/Mining/Industrial Construction n Fabrication ! Company with tiny equity sitting on a whooping 24k cr OrderBook .

12

33

210

Rakesh Laroia

@r_laroia

3 years

#Sunteck will invest 2.5k-3k cr to realize 9k cr over 7-8 years of Kalyan project #Ibreal needs 250cr to realize 10k cr of surplus from launched residential projects - 3cr leftover Gehlaut shares/name change/ NCLT approval few overhangs! #JustSaying

7

27

211

Rakesh Laroia

@r_laroia

2 months

#KPI Green -Grabs Biggest order of life time worth roughly 2k-2.5k cr from GUVNL !

2

27

209

Rakesh Laroia

@r_laroia

2 months

Have seen such a huge rush outside #Jewellery shops in last two days - which was witnessed only during Demonetization days !! Purchasing power of Indians is huge - They love panic buying 😅

4

9

210

Rakesh Laroia

@r_laroia

7 years

Had a great interactive discussion with one and only ex-RBI governor Raghu Ram Rajan in Chicago today ! Such a great personality.

9

8

203

Rakesh Laroia

@r_laroia

3 years

#Ambika cotton-The only yarn company which posted profit even during lockdown June 2020. Current assets will cross 550 cr by March fy22,translating into 950/share. Highest margins in industry, debt free & shd do 300 eps fy22 n Rs60-70 div.Have cheap inventory for next 9 months.

11

18

201

Rakesh Laroia

@r_laroia

6 months

India’s next big sectors !

5

46

192

Rakesh Laroia

@r_laroia

4 months

A hidden company in data centre space trading at 4x fy 27 earnings ! Search out ….

21

10

193

Rakesh Laroia

@r_laroia

4 years

People asking each other after getting vaccinated. 😆😆

10

34

186

Rakesh Laroia

@r_laroia

6 months

NOT ALL #SMES ARE OVERVALUED- Some may become multibagger from the space !! #UrbanEnviro - A small 110cr MCap company is into Waste Management Solutions & Municipal Solid Waste Management n plans to grow pan India . Has received >100cr work orders in last 1 month alone. Co is

Shreenidhi P

@nid_rockz

6 months

Accent microcell #ACCENTMICRO #ACCENT Promoter buying witnessed on March 14th The promoter buys 1,55,000 shares from the open market on March 14th Urban Enviro Waste Management #URBANENVIRO Gets new orders this weekend worth 12-13cr 2 orders Got one big order of 78cr last month

10

42

279

12

36

191

Rakesh Laroia

@r_laroia

8 years

Went to HDFC Bank today. Got full weekly amount in 2 minutes. Bank Manager says ample fresh deposits coming in new currency-No cash problem

28

127

169

Rakesh Laroia

@r_laroia

4 months

#Azad Engineering - With 10 times yes times bigger capacity being implemented by fy26 n present capacity fully utilized n catering to likes of GE, Mitsubishi , Rolls Royce etc n demand from Big global giants for dedicated plant for them it has long way to go !! Also Single

2

26

188

Rakesh Laroia

@r_laroia

3 months

#SkyGold - Aiming for more than 3.5X revenues to 6300cr by FY27 - Acquires 2 companies Starmangalsutra & Sprakling Chains having turnover of 370cr combined in fy 24 !

2

25

185

Rakesh Laroia

@r_laroia

7 years

IKIGAI: Japanese secret to a long, meaningful life

3

93

181

Rakesh Laroia

@r_laroia

8 years

2 mins silence to all those who heard Sudarshan Sukhani and Ashwani Gujral and went short in #Nifty n sold stocks yesterday!! @CNBCTV18Live

30

60

172

Rakesh Laroia

@r_laroia

2 months

Some weekend news - #HGInfra gets letter from East Central Railway for Rs 709 crore project in Bihar #ShaktiPumps - We see a 3-4 year clear growth runway with at least 400cr PAT expected in fy25 and the start of the execution cycle. 20x current year and 11-12x fy26 - easily one

5

15

180

Rakesh Laroia

@r_laroia

6 months

#TimeTechnoplast becomes first company in India to get approval for manufacturing HIGH PRESSURE TYPE-IV COMPOSITE CYLINDER, PROTOTYPE, FOR HYDROGEN. Also non core assets sale picking up this quarter !

2

15

175

Rakesh Laroia

@r_laroia

4 years

Opportunities knock in Bear mkts too: -A small Telecom stock doubled in last 1 month . - A Agri-Pharma combo Life sciences company doubled since recent q4 results. - A Packaged food company exporting to many countries doubled too - Many Small cement companies gave super returns

9

19

166

Rakesh Laroia

@r_laroia

7 years

Private Banks vrs PSU Banks 😅

21

40

165

Rakesh Laroia

@r_laroia

3 years

This year Interesting Buyouts : 9-year-old BYJU's bought 32-year-old Aakash 4-year-old Groww bought 14-year-old Indiabulls mutual fund 3-year-old BharatPe bought 37-year-old PMC Bank 7-year-old Pharmeasy bought 25-year-old Thyrocare

4

26

160

Rakesh Laroia

@r_laroia

10 months

Hazoor Multi Projects Ltd - Riding on the infra boom ! 225cr market cap - Whooping 2200cr Order Book . Pref of 100cr done for working capital requirements.

10

24

159

Rakesh Laroia

@r_laroia

3 years

#PRAj Some opportunities r futuristic n not in results yet: -5K CBG new plants& 1K cr Litre ethanol capacity to be installed for 20% blending -Hipurity 4 vaccine mfg & sterile plant -Renewable chemicals: Marine biofuels Biodiesel ,Diesel ethanol blending -2G Ethanol new era

4

19

158

Rakesh Laroia

@r_laroia

3 years

#GPIL - Fantastic no’s . Worst case will post eps of 300+ this FY !!

5

14

159

Rakesh Laroia

@r_laroia

5 years

Proud of my Engineering mate - Asra Garg ,who has always fought against corruption since he became IPS officer( recent case of 2 cr bribe offered by NHAI’s contractor Soma Enterprises) Such officers r rare & deserve a Salute !

MHA official arrested for attempting to bribe TN cadre CBI officer Asra Garg

The Central Bureau of Investigation (CBI) on Thursday arrested an employee of the Ministry of Home Affairs (MHA) for allegedly trying to bribe Asra Garg, Head o

www.thenewsminute.com

4

31

156

Rakesh Laroia

@r_laroia

3 years

#ibreal - Two slides that explains the potential & road map ahead post the merger with #Embassy !

6

20

155

Rakesh Laroia

@r_laroia

5 years

The Fact :

3

45

152

Rakesh Laroia

@r_laroia

5 years

4 Types of freedom : -Financial Freedom: have enough money that u don't have to worry about it -Emotional Freedom: ur emotions do not take control over u -Mimetic Freedom: u donot pickup desires watching others -Mental Clarity: Freedom from internal conflicts

5

39

154

Rakesh Laroia

@r_laroia

2 months

#TataPower - With massive 12K cr capex done in FY24 & 20k cr capex planned this Fy25 Tata Power will have mega presence across the below #Renewable value chain :

2

18

149

Rakesh Laroia

@r_laroia

7 years

GNFC-From fertilizers to chemicals to FMCG now TDI n other product prices up 25-30%since q1-On track to become debt free by q4 saving 150cr

5

40

145

Rakesh Laroia

@r_laroia

8 years

Two minute silence for all girls who wanted to marry guys with H1B visas. Trump spoiled ur dreams to shop at Walmart,now welcome to D-Mart😅

9

40

145

Rakesh Laroia

@r_laroia

6 months

Market borrowing program - PFC - 1.7 Lakh crs REC - 1.6 Lakh crs IREDA - 24000 crs Indicates strong growth ahead !

5

15

146

Rakesh Laroia

@r_laroia

3 years

#United Spirits no’s are testimony of performance by liquor companies . Next quarter will be even more robust on festival sales !! All contract manufacturers will also benefit !

Rakesh Laroia

@r_laroia

3 years

#Liquor companies channel check suggest robust sales & upcoming festive quarter shd be record for them post pandemic stuff !! Delhi new liquor policy is a boon for high end segment !

2

9

91

5

11

145

Rakesh Laroia

@r_laroia

7 years

"Money speaks only one language: If you save me today, I will save you tomorrow."

5

60

143

Rakesh Laroia

@r_laroia

4 months

#Reliance Power - Will the fortune change for better !!

5

16

144

Rakesh Laroia

@r_laroia

3 years

Jindal Stainless Ltd-Journey has just begun Not a generic steel co but a specialised player with 60% mkt share in a niche area. Significant deleverage+cost cutting augurs well to clock ebitda in excess of guided figure of 17K/ tn. Expanding capacity from 19 to 26Lakh tn !

7

22

143

Rakesh Laroia

@r_laroia

3 years

Meghmani promoter will be laughing at public today .. Past corporate governance issues forgotten in bull mkt 😅

7

140

Rakesh Laroia

@r_laroia

4 months

Never put ur top holdings on social media - Let them grow in silence !! My top holding doubled in last 2 months but never tweeted abt that !

19

4

143

Rakesh Laroia

@r_laroia

7 months

#SwanEnergy clears debt of 2206 cr post qip !! Exciting phase starts ahead !!

Rakesh Laroia

@r_laroia

8 months

#Veritas India subsidiary of our earlier covered #Swan energy has posted blockbuster Q3 results ! Mega expansion happening in Veritas.

4

5

42

2

15

143

Rakesh Laroia

@r_laroia

7 years

In CY’18 Many midcap stocks in space such as : -Auto Ancillary -Iron/Steel & Allied -Infra -Chemicals with upcoming capacity expansions/health order book will keep giving good returns.

8

42

141

Rakesh Laroia

@r_laroia

3 years

#GlobusSpirits When Growth+Value starts yielding results. Big Upcoming expansion in H2 n next year with projected EPS of 85 makes it trade v cheap at 6PE Fy23

3

20

141

Rakesh Laroia

@r_laroia

4 months

Contra bets - Post 35% correction #REC #PFC with compelling valuations & rich dividends looks good in each dip Let funds selling be over n they will come back again for cheaply valued growth stock !! REC we see at 700 (2x FY25) PFC 600 (2x FY25)

7

14

142

Rakesh Laroia

@r_laroia

3 months

Made in India !! The Defence Ministry has released a list of 346 defence equipments ytd whose domestic production will be increased in a phased manner and import will be stopped. These include 94 items for #HAL , 71 for #BEL and 17 items for #BEML !!

4

22

138

Rakesh Laroia

@r_laroia

7 years

Met a guy He bot a stock-Sold after reading -ve's on a famous blog-stock went 6x Sold 2nd stock -it went 5x Moral-The -ve writer was buyer

11

31

133

Rakesh Laroia

@r_laroia

3 years

#Globus Spirits- Transforming from a manufacturing company to a Consumer company !! Now the real show will start:New Capacities kicking in along with New product launches . ROE/ROCE >30

2

21

137

Rakesh Laroia

@r_laroia

3 years

This Diwali - We love Textiles / Couple of Banks / Special situation real estate plays /upcoming demerger opportunities/ allied companies which completed or r abt to complete their expansion !! #investing

7

9

134

Rakesh Laroia

@r_laroia

7 years

Piramal Enterprises- What a presentation!! One of the rarest dynamic companies of the world.

7

37

133

Rakesh Laroia

@r_laroia

9 months

#KPI Green & #KP Energy both considering BONUS issues ! On back of huge order books n execution skills - This grp has made wealth for long term guys !!

1

21

134

Rakesh Laroia

@r_laroia

3 years

Never knew this language 😊 #sundayvibes

9

19

135

Rakesh Laroia

@r_laroia

3 years

Two good developments today - #Globus Spirits Bihar plant restarts post closure since August(Floods). #Ibreal #Embassy merger may receive NCLT approval anytime.Court reserves the order today.

3

20

133

Rakesh Laroia

@r_laroia

5 years

Top trends of 2020 by Ruchir Sharma : 1. America will peak. Other countries will rise 2. Smaller companies may be beautiful again 3. De-globalisation makes way for localisation 4. New generation new consumption pattern

6

13

131

Rakesh Laroia

@r_laroia

10 months

#Swan Energy With 2100 cr acquisition of Reliance Naval has firmed up its plan to emerge as the biggest private player in the commercial, naval defence vessel manufacturing and ship repairing segments !

Swan Energy gets nod to reconstitute Reliance Naval’s board

The monitoring committee was appointed by the National Company Law Tribunal (NCLT).

www.financialexpress.com

3

22

131

Rakesh Laroia

@r_laroia

2 months

Global #shipping rates have jumped yet again. The Drewry World Container Index has quadrupled since last year and now hovers around its highest level since 2022. #GEShipping

4

19

133

Rakesh Laroia

@r_laroia

10 days

Excited to have featured on my first TV interview today with @shail_bhatnagar !! We explored powerful investment themes, highlighted top stock opportunities, and shared strategies to navigate risk in today’s ever-evolving markets. Stay tuned for more insights! Thank you BTTV

Shail Bhatnagar

@shail_bhatnagar

10 days

Please listen to stockpicker extraordinaire! Rakesh Laroia. He describes the logic of investing in -- 1. GRP Ltd. -- a rubber recycler. 2. FORCE Motors -- CV, touristy space. 3. HFCL -- Telecom infra play 4. Two stocks from the transformer space. @r_laroia @sakshibatra18

9

38

242

19

8

136

Rakesh Laroia

@r_laroia

2 months

#SkyGold - Nothing can get better than this !

5

11

130

Rakesh Laroia

@r_laroia

8 years

Few investing rules to follow #ValueInvesting

4

66

128

Rakesh Laroia

@r_laroia

3 years

Jubilant Ingrevia - Brilliant q1 set with q1 eps of 10 ! Diketene Capex will be online by q3 apart from additional capex planned . 900 Cr additional sales potential by new capex .

0

17

130

Rakesh Laroia

@r_laroia

3 years

#Latent 300cr Fy21 revenues . Lists at 10k cr market cap 🙄

6

4

128

Rakesh Laroia

@r_laroia

5 months

Can #KP Energy Ltd become India's largest wind EPC player? KPEL is Gujrat's largest BOP solutions provider for Wind Energy and Solar Hybrid Projects and has 1GW of projects in hand. Co operates in 3 key segments: EPCC (core rev generator), O&M and IPP (future annuity pieces).

3

23

127

Rakesh Laroia

@r_laroia

3 years

#Wabag aims to be global top 3 by focusing on EM’s, asset-light business, technology while serving as a pure-play water player !

Wabag aims to be among world’s top three water technology firms

Rajiv Mittal, MD, VA Tech Wabag said the company will continue to maintain the fourfold focus in its long-term strategy by concentrating on emerging markets, asset-light business, technology while...

www.financialexpress.com

7

31

128

Rakesh Laroia

@r_laroia

3 years

Anyone missing him 😊

11

7

127

Rakesh Laroia

@r_laroia

5 years

Blast from the past !!

13

30

122

Rakesh Laroia

@r_laroia

7 months

#Exicom - The new IPO going to list today is a strong long term play on EV growth ! Has 60% share in residential EV charging !! Just 429 cr float ..

3

11

125

Rakesh Laroia

@r_laroia

3 years

U didn’t bock UK flights in time( 1 months back ) which infected new Virus across India. Now in turn UK is blocking flights originating from India. Fuck govt ‘s management ! Public is always made fool - n will always b made fool in India - N u say we made PPE kit !

11

33

117

Rakesh Laroia

@r_laroia

3 months

#Shilchar Tech - As per Feb concall (maiden call), Phase 1 of expansion (1500 MVA) was to complete by April. Phase 2 (2000 MVA)will come onstream by July end .So expect strong QoQ improvement in numbers from Q2 onwards. #trasfomers

0

22

121

Rakesh Laroia

@r_laroia

6 months

#NALCO - 6th price hike in last 1 month ! Long way to go and good div yield !!

3

16

122

Rakesh Laroia

@r_laroia

3 years

#Zensar - With earnings projected to bolster 45% next FY , Ajay Bhutoria is steering the company to next level ! Todays Edel report gives a detailed picture.

2

14

121

Rakesh Laroia

@r_laroia

5 years

A Very cool read from founder CEO of UnderArmor:Entrepreneurial Sales

8

28

116

Rakesh Laroia

@r_laroia

7 years

"At some point in your childhood, you and your friends went outside to play together for the last time, and nobody knew it" - Time flies !

2

36

114

Rakesh Laroia

@r_laroia

9 months

#EMS Ltd - Order book swells to 2300cr post new order today !! EMS provides turnkey services in water & wastewater collection, treatment and disposal. Most projects funded by World Bank/Central Govt. Company expects to maintain 25% EBIDTA margins !!

1

12

120

Rakesh Laroia

@r_laroia

7 months

Department of roads 😅

10

23

117

Rakesh Laroia

@r_laroia

2 years

Golden Temple 3am !! #Bliss

5

1

115

Rakesh Laroia

@r_laroia

7 years

Road & Infra sector development will be top priority of govt of India even in forthcoming budget. Players like Welspun Enterprises, DBL Shd continue to do well in future !

8

32

111

Rakesh Laroia

@r_laroia

5 years

“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” -Sam Walton, Founder of Walmart

4

17

112

Rakesh Laroia

@r_laroia

3 years

A lot of bad results today which deserve bad hammering - Especially Webinar heavy Pharma names which were badly pumped to ppl with Out of the Box philosophies ✨

11

8

113