That probably has to do with the model/capacity of the pump being used in that particular order. Can’t always be the same model right?

I think we must also remember the capacity expansion of almost 2.5x estimated to kick in around October.

Excellent results from Time techno. The management promise of moderate growth in sales with consistent increase in margins is playing out perfectly. The q1 fy 25 presentation is quite detailed and explains various moving parts of the business.

With the rally in stock prices over past few months, part of the positives is baked in but overall good set of results since past many quarters.

disc: invested.

@nileshKumar

These days sector rotation is a frequent phenomenon. One of the ways to figure out sector getting into fancy is to keep a watch on the 52 weeks high or all time high or multi year high list and see if a lot of stocks from same sector are featuring in that list. A simple glance at top gainers and losers in newspapers or mobile apps often suffices to get clues as to which stocks are consistently showing strength.

The whole idea is to be observant regarding price action and then be analytical about those observations.

Another method for those using charting softwares like trading view is to prepare ratio charts of various indices against Nifty. E.g Create a ratio chart of say real estate index, or PSU index ( or any other index for that matter) and see where relative strength and outperformance is clearly visible.

Fundamentally one can track a few out of favour sectors and see where positive changes and positive tones from management commentary are emerging. Though this often does not provide a clear picture because a lot of subjectivity is involved in management commentary.

@Dhairyasheel I don’t track fusion micro.
@Bimal_Purohit I don’t have any experience with marketsmith, or any other subscription based services.

YES they had given a weak guidance for the first half, but even that was around 20%.
Numbers coming in are weaker than that.