CA Pruthvi Maurya @EPortmanager

FROM REUTERS SEBI PLANS MAJOR BOOST TO SHORT SELLING; MAY DOUBLE STOCK LENDING UNIVERSE, EASE COLLATERAL NORMS According to Reuters, Securities and Exchange Board of India (SEBI) is considering reforms to: Nearly double the number of stocks eligible under the Securities Lending and Borrowing (SLB) mechanism. Reduce collateral requirements for borrowing shares. The proposals aim to improve market liquidity, facilitate short selling, and deepen India's derivatives and securities lending market.

@OshinTiwari1 Might be easy for CA in practice, but for employed in corporate it will be difficult.

🇮🇳 An underground forum actor claims to have compromised boslive.icai.org, an online platform associated with the Institute of Chartered Accountants of India (ICAI), allegedly exposing records of more than 1.5 million current and former students. The actor claims: * Full remote code execution (RCE) on the server * Data extracted during June–July 2026 * More than 1.5 million student records * Access allegedly obtained through an exposed .git directory, followed by source code review and administrative access The advertised data reportedly includes: * Full names * Email addresses * Mobile numbers * Dates of birth * Residential addresses ⚠️ These claims originate from an underground forum post and have not been independently verified. There has been no public confirmation from ICAI regarding the alleged compromise. Analyst Note: Claims involving educational institutions are particularly concerning due to the long-term value of student identity data. If confirmed, affected individuals could face increased risks of phishing, identity theft, and credential-based attacks. #DDW #DarkWeb #Intelligence #India

I had a heart attack at 52. I was on the standard advice. Low fat. Whole grains. Margarine instead of butter. Statins recommended seven times. I am 58 now. No statins. No blood thinners. No pharmaceutical drugs. My metabolic age is 43. My body fat is 12%. My fasting insulin is optimal. My inflammation is low. Same body. Same genes. Completely different inputs. I have told you what is making us sick. Today I am going to tell you exactly what I do every day to stay well. No theory. No supplements I sell. Just what actually works. 🧵

Do China don't have black money Cultre like india, otherwise it wouldn't have happened.

Hedgeye @Hedgeye

a day ago

China's Real Estate Market has erased all gains from the last 20 years

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What is the point?!?

@RadheZawar @CAHimankSingla @theicai I worked at 2k-3k range during year 2020 to 2023... This draft is far better...

@nitishsurana8 Roe & Roce isn't good..

@drprashantmish6 Experienced same, post that divided FD of families into multiple bank accounts...

Stock Market is not Safe ❌ Fixed Deposit ❌ Crypto ❌ Real Estate Illiquid ❌ Where the Hell a common person should invest. Looking at this why wouldn't one person will not aspire to be corrupt

Mahaveer Jain @IsraniMahaveer

3 days ago

₹49.94 LAKH. FOUR FIXED DEPOSITS. FOUR RTGS TRANSACTIONS. A 79-YEAR-OLD SENIOR CITIZEN’S LIFE SAVINGS — GONE WITHOUT HIS KNOWLEDGE OR AUTHORISATION. My 79-year-old grandfather has lost nearly ₹50 lakh — his lifetime savings — in what appears to be a sophisticated cyber fraud

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@arabicatrader Reason ,Government first destroyed water recycling cos and now Transformer making cos...

@RenukaJain6 Tax Money goes for development of Nation, pay tax dont hide anything otherwise demand will be adjusted against refund...

🚨 Serious Market Structure Red Flag As per SEBI Mutual Fund transaction data for the last 5 complete financial years: 📌 Mutual Funds bought Equity worth: ₹80.41 lakh crore 📌 Mutual Funds sold Debt worth: ₹108.61 lakh crore This is not a small rotation. This is a structural shift. Indian Mutual Funds have become the biggest shock absorber of the equity market. But the serious question is: If FIIs/FPIs are not showing strong appetite for Indian equities, then who is giving exit liquidity? Domestic SIP and MF flows are supporting the market, but if this support slows even slightly, the pressure can become extremely dangerous. When one side keeps buying equity aggressively and the other side keeps avoiding India or exiting, valuation comfort becomes illusionary. This is not panic. This is data. Source: SEBI — Trends in Transactions on Stock Exchanges by Mutual Funds sebi.gov.in/sebiweb/other/… ✍️@AlgoBoffin ::: @arabicatrader @manurishiguptha

I have often seen Taxpayers reporting receipts from rural agriculture land, gifts etc. under exempt Income. Honestly, this is wrong as per my understanding as classification of receipt as Exempt Income has it's own risks. However now you have a Tab of "Receipts not in the nature of Income". Use this to report high value Transactions, that are not Not Income! Thank You @IncomeTaxIndia for this practical update! This concern was raised by @Figuringout441

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Happy CA Day to All CA & Heartfelt Wishes to All CA & CA Students on Occasion #ICAI #CADay #CA

@Singhlicious Most people are going to leave F&O tax amount will haunt them.

Today, the Attorney General of India told the Supreme Court that E20 is still an experiment — with results expected only next year. This is the Union of India's own sworn submission. Team Bharat began this research with one thesis: that E20, as structured, was never built to benefit Indian farmers. It was built to open a permanent market for American corn, ethanol and DDGS. We have not found anyone else, anywhere, who traced this specific chain before: the DDGS export contradiction, the GAIL joint venture with a company holding DuPont's conversion patents, the undefined import quota with no reprocessing restriction. Team Bharat connected those dots first. The evidence for who actually benefits is no longer speculative. Mark Mueller, President of the Iowa Corn Growers Association, called India's $500 billion trade commitment "a win for corn farmers." The US Grains Council said, plainly, that they need more "export homes" for DDGS. Indian sugarcane farmers, meanwhile, are still owed arrears that have tripled in a year, now being pushed toward maize — the one feedstock this very programme made more expensive. >Forex saved? Not correct — the figure ignores the dollar liability India is now taking on. >Self-sufficiency? Not correct — we traced a new dependency forming, not less of one. >Farmers benefit? Not correct — sugarcane farmers remain unpaid, now pushed toward a costlier crop. >Environment protected? Widely reported that the water and soil cost has not been honestly accounted for either. We don't know what moved the government to tell the Court this is still an unproven experiment. What we know is that it confirms everything Team Bharat has documented. None of this reached the public on its own. Heartfelt thanks to @tehseenp brother — your voice carried this further than any of us could alone. Thanks to @factswithdinesh, @nachiket1982, to everyone who asked questions, @ShivrattanDhil1, and filed RTIs. This is your win as much as anyone's. Team Bharat is asking for course correction, not confrontation — pause the mandate until the results the government itself promised arrive, and restore E5-E10 as a choice. e20report16june2026.vsjv.link — Team Bharat @badjourno @sanket @sabeer @bsindia @ajeetbharti @INCIndia

Nachiket Deshpande @nachiket1982

6 days ago

To the public: "E20 fuel is safe and fully tested." To the Supreme Court: "It’s just an experiment, we’ll know results next year." The government completely lied about E20 readiness. They rushed this rollout to serve vested interests and corporate logistics, leaving millions of

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@atulmodani Why can't government take out notifications for all assesse facing same situation... Why people should spend for appeal.

₹2.77 lakh crore. That is what India paid LAST YEAR alone to import urea, LNG, ammonium nitrate, coking coal, and methanol. Every single year. Money leaving. For chemicals that can be made from coal. Which India has 400 billion tonnes of sitting underground. The government finally snapped. ₹46,000 crore committed. Two schemes. One goal: stop importing what we can manufacture at home. And the way they plan to do it is genuinely clever. ━━━━━━━━━━━━━━━━━━━━ THE 30 SECOND VERSION ━━━━━━━━━━━━━━━━━━━━ Coal + steam + oxygen under pressure = synthesis gas. Syngas is not burned. It is a raw material. Turn it into urea, ammonium nitrate, methanol, or synthetic natural gas. All stuff India imports at insane cost. Government incentive: 15 to 20% of your capex upfront + cheap coal guaranteed for 30 years + 50% royalty discount. Three mega projects already under construction. ₹38,000 crore combined. All in Odisha and West Bengal. Target: gasify 100 million tonnes of coal annually by 2030. Total capital deployment expected: ₹2.5 to 3 lakh crore. ━━━━━━━━━━━━━━━━━━━━ THE PART NOBODY TALKS ABOUT ━━━━━━━━━━━━━━━━━━━━ Indian coal is terrible for this. 25 to 45% ash. Global gasifiers are built for clean coal with under 20% ash. So BHEL spent years building something called PFBG. Works at lower temperature. Does not try to melt the ash. Handles Indian coal directly. 93 to 95% conversion. First commercial test: BCGCL plant in Odisha. ₹11,768 crore. If it works, every future project uses this tech. If it struggles, the whole timeline slips. This is THE variable. Everything else is policy and money. This is physics. ━━━━━━━━━━━━━━━━━━━━ THE COAL INDIA TRICK ━━━━━━━━━━━━━━━━━━━━ Coal India buys 60% of ALL ammonium nitrate consumed in India. For mining explosives. It is building BCGCL. Which makes ammonium nitrate. From its own coal. Supplying itself. With its own raw material. Funded 15% by government. Zero demand risk. That is not a business plan. That is a cheat code. ━━━━━━━━━━━━━━━━━━━━ LARGE CAPS (quick scan, you already know these) ━━━━━━━━━━━━━━━━━━━━ → Coal India (₹2.7L Cr): Equity in 3 JVs + feedstock supplier + captive buyer → BHEL (₹1.4L Cr): Patented gasification tech, ₹5,400 Cr order from BCGCL → L&T (₹5.75L Cr): EPC for ammonia and nitrate plants at BCGCL → GAIL (₹1.13L Cr): 49% in Coal Gas India, pipeline owner for SNG injection → Jindal Steel (₹1.1L Cr): Already running world's largest coal gasification DRI plant → Reliance (₹17.7L Cr): $4B petcoke gasification at Jamnagar, underground gasification partner → IOCL (₹2L Cr): Petcoke supplier to Talcher under MoU → Thermax (₹57K Cr): Patented fluid bed tech, coal to methanol demo planned These are obvious. Everyone will cover them. The more interesting plays are smaller. ━━━━━━━━━━━━━━━━━━━━ MID CAPS (₹10K to ₹50K Cr) — where it gets interesting ━━━━━━━━━━━━━━━━━━━━ NLC India | Mcap: ~₹44,000 Cr Lignite miner. But not just sitting on lignite anymore. Building a ₹4,394 crore lignite to methanol plant at Neyveli. Partnered with Reliance for underground lignite gasification in Gujarat. If underground gasification works, NLCIL's reserves get re-rated overnight. Currently priced as a boring power PSU. The optionality here is not in the price. Triveni Turbine | Mcap: ~₹21,000 Cr Every coal to chemicals complex needs steam turbines for process heat and co-generation. These are not solar farms. They are high temperature, high pressure chemical plants. Triveni is India's go-to for industrial steam turbines in the sub 100 MW range. They do not need to win a gasification contract directly. They just need the plants to get built. Indirect play but high probability. Deepak Fertilisers | Mcap: ~₹19,800 Cr India's largest private ammonium nitrate manufacturer. Makes ammonia, methanol, nitric acid too. Here is the tension: BCGCL produces ammonium nitrate from coal at potentially lower cost. That threatens Deepak's pricing power. BUT. Deepak also has the technical expertise to pivot its own plants to gasification based feedstock if the economics work. Winner or loser depends on management's response. The stock will move either way on this theme. Worth tracking closely. Engineers India (EIL) | Mcap: ~₹14,200 Cr Government consultancy for petrochemical and chemical projects. Does FEED (front end engineering design) and project management for complex plants. Every gasification project needs feasibility reports, DPRs, and design consultancy BEFORE construction begins. Asset light model. Revenue comes regardless of whether projects eventually succeed or fail. They get paid for the study itself. Lowest risk way to play this theme. ━━━━━━━━━━━━━━━━━━━━ SMALL CAPS (₹2K to ₹10K Cr) — highest risk, highest leverage 🔥 ━━━━━━━━━━━━━━━━━━━━ RCF (Rashtriya Chemicals & Fertilizers) | Mcap: ~₹7,300 Cr Holds 31.85% equity in Talcher Fertilizers. That is a ₹13,277 crore project producing 1.27 MTPA urea. RCF's market cap is ₹7,300 crore. Their stake in one JV alone could be worth a significant chunk of current market cap once operational. Currently valued as a sleepy PSU fertilizer distributor. The Talcher asset is not in the price. ISGEC Heavy Engineering | Mcap: ~₹6,800 Cr Makes boilers, pressure vessels, heat exchangers, and waste heat recovery systems. The unsexy hardware that every chemical plant needs. Not a gasification company. A company that sells shovels to gasification companies. Order book driven, not project risk driven. If total capex deployment hits ₹2.5 lakh crore, ISGEC's addressable market expands massively without them taking any technology risk. Praj Industries | Mcap: ~₹6,400 Cr Process engineering firm. Bio-energy background but expanding into syngas to methanol and syngas to ethanol conversion. Has a dedicated hydrogen division. Positioned at the intersection of gasification (syngas production) and downstream conversion (what you do with that syngas). Also benefits from the green hydrogen plus oxygen symbiosis angle. Small enough that even one meaningful gasification contract moves the needle. GNFC (Gujarat Narmada Valley Fertilizers) | Mcap: ~₹5,700 Cr One of India's largest methanol producers. Currently makes methanol from imported natural gas. If coal to methanol becomes viable at scale (which is exactly what Thermax is demonstrating), GNFC can either adopt the tech to cut feedstock costs OR face pricing pressure from new coal based producers. A stock that moves on this theme regardless of direction. At ₹5,700 crore, the market has not priced in either scenario. ━━━━━━━━━━━━━━━━━━━━ WHAT TO WATCH ━━━━━━━━━━━━━━━━━━━━ → BCGCL commissioning timeline (BHEL's PFBG tech validation) → Talcher Fertilizers construction progress (first coal to urea in India) → Category II bidding results under the ₹37,500 crore scheme (which private companies win) → Thermax West Bengal demo plant announcement (second indigenous tech pathway) → Any new NLC India or Reliance underground gasification announcements If BCGCL delivers on time, the second wave of private capital floods in. These small and mid caps re-rate before the large caps do. That is how thematic cycles work. 24 to 36 months. Set a reminder. Not advice. Just connecting publicly available dots. Save this.

@TheScooper7 I generate 10 reports daily.. For mine study... I have enterprise version 3 people use it..