svnraju7's profile picture. I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.

Venkat

@svnraju7

I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.

Venkat reposteó

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…


Venkat reposteó

*!! 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*

SSSTShirdi's tweet image. *!! 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*
SSSTShirdi's tweet image. *!! 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*
SSSTShirdi's tweet image. *!! 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*
SSSTShirdi's tweet image. *!! 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*

Venkat reposteó

Sai Silk (Kala Mandir): Solid Results PAT up 73% YoY. Healthy cash flows..

AimInvestments's tweet image. Sai Silk (Kala Mandir): Solid Results PAT up 73% YoY.

Healthy cash flows..
AimInvestments's tweet image. Sai Silk (Kala Mandir): Solid Results PAT up 73% YoY.

Healthy cash flows..

Venkat reposteó

GLP -1 theme 💯💯💯 Acutaas chemical/ Ami organic #Acutaas

GLP-1 theme Companies with marketcap < 25000Crs who have exposure to this theme

Tijori1's tweet image. GLP-1 theme

Companies with marketcap &amp;lt; 25000Crs who have exposure to this theme


Venkat reposteó

𝟭𝟬𝟬+ 𝗗𝗶𝘄𝗮𝗹𝗶 𝗣𝗶𝗰𝗸𝘀 🪔 Diwali Picks of top 20 brokerage houses 🔥 Save it for later 🔖 A Mega [ Thread ] 🧵

Chart_Wallah108's tweet image. 𝟭𝟬𝟬+ 𝗗𝗶𝘄𝗮𝗹𝗶 𝗣𝗶𝗰𝗸𝘀 🪔 

Diwali Picks of top 20 brokerage houses 🔥

Save it for later 🔖

A Mega [ Thread ] 🧵

Venkat reposteó

Acutaas (AMI) ♥️ D: Own, Advised & Biased since many years


Venkat reposteó

#Eternal Zomato revenue beats estimates. #Q2WithNDTVProfit Read here: tinyurl.com/ye26jfs9

NDTVProfitIndia's tweet image. #Eternal Zomato revenue beats estimates. #Q2WithNDTVProfit

Read here: tinyurl.com/ye26jfs9

Venkat reposteó

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

RakJhun's tweet image. 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 &amp;amp; 20% in Small-Caps. Cash is 13%. Top 10 holdings are Bajaj Finance, PayTM, Airtel, HDFC, Fortis Health, Radico Khaitan, Maruti, InterGlobe, ICICI Bank &amp;amp; Gillette

Venkat reposteó

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…

selvaprathee's tweet image. 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…
Este tweet ya no está disponible.

Venkat reposteó

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…

suryachaudhary1's tweet image. 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…

Venkat reposteó

PG Electroplast (PGEL) : Latest Management Commentary Expecting Inventory normalisation by Mid November⏬

EquityInsightss's tweet image. 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…

EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations &amp;amp; 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…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations &amp;amp; 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…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations &amp;amp; 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…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights

This Quarter reflected a sharp mismatch between seasonal demand expectations &amp;amp; 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…


Venkat reposteó

Minda Corp 🚘 High Potential High Growth Company 🔥 Vision 2030 • Revenue : 28% CAGR 🔥 • EBITDA : 30% CAGR 🔥 • ROCE : 20% -> 25% 🔥 Themes : Premiumisation, Import substitution & EV 💹

Chart_Wallah108's tweet image. Minda Corp 🚘

High Potential High Growth Company 🔥

Vision 2030
• Revenue : 28% CAGR 🔥
• EBITDA : 30% CAGR 🔥
• ROCE : 20% -&amp;gt; 25% 🔥

Themes : Premiumisation, Import substitution &amp;amp; EV 💹

Venkat reposteó

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…


Venkat reposteó

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_

varinder_bansal's tweet card. DHANDHA: Northern Arc Capital Business Analysis | The Sutradhaar of...

youtube.com

YouTube

DHANDHA: Northern Arc Capital Business Analysis | The Sutradhaar of...


Venkat reposteó

🚨 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…

NiveshwithRG's tweet image. 🚨 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…

Venkat reposteó

India - New growth areas -10× potential by 2035 Opportunities area - next gen E-commerce -AI& Cloud service -Auto ancillary - semiconductor & many more

ShridhantS's tweet image. India - New growth areas -10× potential by 2035

Opportunities area 

- next gen E-commerce 
-AI&amp;amp; Cloud service 
-Auto ancillary 
- semiconductor &amp;amp; many more

Venkat reposteó

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 ??…

suryachaudhary1's tweet image. 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 ??…

Venkat reposteó

Top 4 Mega Multibagger Themes 🔥🔥🔥 1) Semiconductor 2) BESS 3) Transmission 4) Data Centre A Mega [ Thread ] 🧵 Decoding Industry + High Potential Smallcaps 👇🏻

Chart_Wallah108's tweet image. Top 4 Mega Multibagger Themes 🔥🔥🔥 

1) Semiconductor 
2) BESS
3) Transmission 
4) Data Centre 

A Mega [ Thread ] 🧵
 
Decoding Industry + High Potential Smallcaps 👇🏻

Venkat reposteó

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…


Venkat reposteó

📲 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…

Anvith_'s tweet image. 📲 India’s Semiconductor Bets – Hidden Compounders

Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging &amp;amp; infra. Here’s how India’s emerging midcaps are positioning 👇

🔖 Bookmark &amp;amp; Repost 🧵

🔹 Capex Heavyweights – Fab &amp;amp; OSAT

▪️ CG Power – ₹7,600 Cr…
Este tweet ya no está disponible.

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