PSPriya SharmaSEBI INA000000003 · 6y experienceSmall & mid-cap growth investor. 6 years tracking India's emerging sectors — EV, green energy, defence.Follow + SubscribeSMID CapEVDefence
bullishIRFC19d agoIRFC — Railway Financing Giant UndervaluedIRFC funds Indian Railways capex at a government-backed spread. It's essentially a quasi-sovereign bond with equity upside. At 1.4x book and 4.2% dividend yield, I see limited downside. Budget 2025 allocated ₹2.65 lakh Cr to Railways — IRFC will deploy a large chunk. My target: ₹260 in 12 months. 1 0
bullishWAAREEENER23d agoWaaree Energies — Solar Play with 40% UpsideIndia's solar capacity addition target of 100 GW by 2030 makes Waaree an obvious beneficiary. Order book at ₹28,000 Cr — 3.2x trailing revenue. Debt-free with 22% ROCE. At CMP ₹2,180 the stock is still 28% below its 52-week high despite no change in fundamentals. My 18-month target: ₹3,050. 4 2