Venkat
@svnraju7
I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.
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Sai Silks Kalamandir Q2FY26 Highlights🧵 1️⃣ Company Overview One of South India’s largest ethnic apparel retailers, especially in sarees. Operates 4 key brands - Kalamandir, Mandir, Kanchipuram Varamahalakshmi Silks, and KLM Fashion Mall. Presence across Telangana, Andhra…
*!! ॐ साई राम !!* *श्री साईबाबा संस्थान विश्वस्त व्यवस्था,शिर्डी* *!! ॐ Sai Ram !!* *Shri Saibaba Sansthan Trust, Shirdi* ≈≈≈≈≈≈≈≈≈≈≈≈≈≈≈≈≈ *आरती :-शेजारती* *मंगळवार २८ ऑक्टोंबर २०२५* *Aarti :-Shejarti* *Tuesday 28 Oct 2025*
Sai Silk (Kala Mandir): Solid Results PAT up 73% YoY. Healthy cash flows..
𝟭𝟬𝟬+ 𝗗𝗶𝘄𝗮𝗹𝗶 𝗣𝗶𝗰𝗸𝘀 🪔 Diwali Picks of top 20 brokerage houses 🔥 Save it for later 🔖 A Mega [ Thread ] 🧵
Acutaas (AMI) ♥️ D: Own, Advised & Biased since many years
#Eternal Zomato revenue beats estimates. #Q2WithNDTVProfit Read here: tinyurl.com/ye26jfs9
Portfolio of Capitalmind Flexi Cap Fund. AUM is ₹132.4 Cr. NAV is ₹9.64. 32% is held in Large-Caps, 33% in Mid-Caps & 20% in Small-Caps. Cash is 13%. Top 10 holdings are Bajaj Finance, PayTM, Airtel, HDFC, Fortis Health, Radico Khaitan, Maruti, InterGlobe, ICICI Bank & Gillette
Belrise Industries – Structural Rerating Roadmap - From a 2W component maker to a multi-segment system supplier, - Belrise is engineering a structural rerating cycle built on execution, diversification, and capital efficiency - Let’s decode the 4 year transformation playbook…
PG Electroplast Latest update from the management; 👉In 3Y company to get doubled 👉From Q3 on-wards will bounce back 👉New plant for refrigeration (1000cr) investment, starting from Dec26 👉Order booking already coming very strong from AC brands 👉Long term story very…
PG Electroplast (PGEL) : Latest Management Commentary Expecting Inventory normalisation by Mid November⏬
PGEL Q1FY26 - Concall Insights This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
Minda Corp 🚘 High Potential High Growth Company 🔥 Vision 2030 • Revenue : 28% CAGR 🔥 • EBITDA : 30% CAGR 🔥 • ROCE : 20% -> 25% 🔥 Themes : Premiumisation, Import substitution & EV 💹
Big news for Gujarat Fluorochemicals Gujarat Fluorochemicals – Beneficiary of likely ADD on PTFE… ▪️The DGTR has recommended an anti-dumping duty in the range of USD 2,884/ton to USD 5,933/ton on imports of PTFE from China and Russia. Gujarat Fluorochemicals, India’s largest…
DHANDHA Episode OUT! Northern Arc Capital: The Sutradhaar of India’s NBFC Full video: youtube.com/watch?v=9wpPzl… Invest 1 hour to learn and cut through the noise. Hamesha Padh Likh Kar Invest Karein. D: Biased, Owned, Advised @omkaracap @_NorthernArc @AshishMehrotra_…
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DHANDHA: Northern Arc Capital Business Analysis | The Sutradhaar of...
🚨 𝐓𝐡𝐞 𝐧𝐞𝐱𝐭 𝐦𝐮𝐥𝐭𝐢-𝐛𝐚𝐠𝐠𝐞𝐫 𝐦𝐢𝐠𝐡𝐭 𝐧𝐨𝐭 𝐛𝐞 𝐢𝐧 𝐈𝐓 𝐨𝐫 𝐏𝐒𝐔 𝐛𝐚𝐧𝐤𝐬 It could be hiding in 𝐚𝐮𝐭𝐨 𝐚𝐧𝐜𝐢𝐥𝐥𝐚𝐫𝐢𝐞𝐬. Meet 𝐁𝐞𝐥𝐫𝐢𝐬𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 → a company with 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐭𝐫𝐢𝐠𝐠𝐞𝐫𝐬. Here is the…
India - New growth areas -10× potential by 2035 Opportunities area - next gen E-commerce -AI& Cloud service -Auto ancillary - semiconductor & many more
Jyoti CNC P/E (TTM) 🟰 60 (3Y median = 95) EV/EBITDA 🟰 40 (3Y median = 65+) M/Cap to sales 🟰 11 (3Y median = 16) Yearly sales 🟰 1820cr (Order book = 4346cr) Margins always in Going up 🆙 trajectory from past 3Y [EPS growth 3Y = 42% ⬆️ / 1Y = 110%] Still Expensive ??…
Top 4 Mega Multibagger Themes 🔥🔥🔥 1) Semiconductor 2) BESS 3) Transmission 4) Data Centre A Mega [ Thread ] 🧵 Decoding Industry + High Potential Smallcaps 👇🏻
8 Stocks On My Watch ( High Growth + Undervalued ?) 🔥 In This Video We Deep Dive Into 8 Stocks Where We Can See (Recovery Mode:On) We Discuss - Business Models , Growth Triggers , Valuations and My Outlook with P2P ( Q1 FY 26 ) > Vimta Labs > PG Electroplast > Epack…
📲 India’s Semiconductor Bets – Hidden Compounders Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Here’s how India’s emerging midcaps are positioning 👇 🔖 Bookmark & Repost 🧵 🔹 Capex Heavyweights – Fab & OSAT ▪️ CG Power – ₹7,600 Cr…
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