#  @abhishekcjain Abhishek Jain Abhishek Jain posts on X about market cap, india, stocks, investment the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::58933149/interactions)  - [--] Week [------] +167% - [--] Month [-------] -11% - [--] Months [-------] -8% - [--] Year [---------] -46% ### Mentions: [--] [#](/creator/twitter::58933149/posts_active)  - [--] Months [---] +5.10% - [--] Year [---] -48% ### Followers: [------] [#](/creator/twitter::58933149/followers)  - [--] Week [------] +0.08% - [--] Month [------] +0.46% - [--] Months [------] +6.20% - [--] Year [------] +11% ### CreatorRank: [---------] [#](/creator/twitter::58933149/influencer_rank)  ### Social Influence **Social category influence** [currencies](/list/currencies) [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [gaming](/list/gaming) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [market cap](/topic/market-cap), [india](/topic/india), [stocks](/topic/stocks), [investment](/topic/investment), [pc](/topic/pc), [debt](/topic/debt), [acquisition](/topic/acquisition), [ipo](/topic/ipo), [business](/topic/business), [finance](/topic/finance) **Top accounts mentioned or mentioned by** [@arihantplus](/creator/undefined) [@jtsingh194](/creator/undefined) [@arihantmiraj](/creator/undefined) [@arihantharshit](/creator/undefined) [@arihantcapital](/creator/undefined) [@nsitharaman](/creator/undefined) [@narendramodi](/creator/undefined) [@pmoindia](/creator/undefined) [@inr](/creator/undefined) [@grok](/creator/undefined) [@arihantinstitu1](/creator/undefined) [@ajayabuddy](/creator/undefined) [@yatinmota](/creator/undefined) [@vivekiyer72](/creator/undefined) [@mrmayank](/creator/undefined) [@hindenburgres](/creator/undefined) [@100](/creator/undefined) [@163](/creator/undefined) [@26000](/creator/undefined) [@darshanvmehta1](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Stellar (XLM)](/topic/stellar) [Rally (RLY)](/topic/rally) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Accenture (ACN)](/topic/accenture) ### Top Social Posts Top posts by engagements in the last [--] hours "Asset Manager stock returns in [----]. Schwab: -18% Blackrock: -22% Franklin: -23% Federated Investors: -23% State Street: -34% Eaton Vance: -36% Janus: -43% Invesco: -52% Affiliated Managers Group: -52% Och-Ziff: -61% India seems a better place now" [X Link](https://x.com/abhishekcjain/status/1080813554498818050) 2019-01-03T13:10Z 14.4K followers, [--] engagements "Taro buyback of USD 225mn is likely to have positive impact on Sunpharma. Lets see" [X Link](https://x.com/abhishekcjain/status/1196270046302982144) 2019-11-18T03:32Z 18.6K followers, [--] engagements "Buy hgsl cmp INR [---] [----] as BTST. Illiquid so do small" [X Link](https://x.com/abhishekcjain/status/1197443815281483776) 2019-11-21T09:17Z 14.4K followers, [--] engagements "Big buyers in Zee block GOVERNMENT OF SINGAPORE - [---] cr SOCIETE GENERALE - [---] cr SBI MUTUAL FUND - [---] cr JNL INVESCO - [---] cr BLACKROCK - [---] cr SMALLCAP WORLD FUND - [---] cr NORGES BANK - [---] cr HSBC - [---] cr KEY SQUARE - [---] cr FIDELITY - [---] cr" [X Link](https://x.com/abhishekcjain/status/1197574853563469825) 2019-11-21T17:57Z 14.4K followers, [--] engagements "*Mayur Uniquoter cmp INR [---] is ready to fly and proxy play of Indian auto segment and company enjoys strong balance sheet* . Strong Clientale of company include GM Chrysler and Ford apart from domestic clients like MUL & Hyundai etc" [X Link](https://x.com/abhishekcjain/status/1214027547698176001) 2020-01-06T03:34Z 14.4K followers, [--] engagements "Time to add ICICI bank [---] with CSL of [---] for target price of [---]. Time to Add Axis Bank [---] and [---] csl [---] T [---]. Market looking for a bounce back" [X Link](https://x.com/abhishekcjain/status/1263749931707232258) 2020-05-22T08:33Z 14.4K followers, [--] engagements "See the reaction on donation of. PKR [---]. If they would have given [----] than anchor would have got heart attack" [X Link](https://x.com/abhishekcjain/status/1270328964020658176) 2020-06-09T12:16Z 14.4K followers, [--] engagements "Added small IT stocks . Infy at [---]. Techm at [---] Lets see. Icici bank is good sell at [---] and axis close to [---] levels" [X Link](https://x.com/abhishekcjain/status/1271336574437830656) 2020-06-12T07:00Z 14.4K followers, [--] engagements "Shilpa Medicare recom yesterday at INR [---]. Detail note on my blog. Good portfolio pick post blocks" [X Link](https://x.com/abhishekcjain/status/1302085117087608832) 2020-09-05T03:24Z 14.4K followers, [--] engagements "Urban Ladder have raised money from SAIF Partners Steadview Capital Sequoia Capital Ratan Tata Kalaari Capital Valued at [----] cr (2018) & [---] cr (2019) Reliance bought 96% for [------] cr. Hope sanity prevails in tech stocks post Jabong Freecharge and Urban ladder" [X Link](https://x.com/abhishekcjain/status/1327903379205484545) 2020-11-15T09:16Z 14.4K followers, [--] engagements "Vindhya Tele cmp INR [---]. One of large beneficiary of 5g Cash and investment value around INR [----] cr plus. Market cap of [---] cr Should do Eps of [---] plus" [X Link](https://x.com/abhishekcjain/status/1333691209714257921) 2020-12-01T08:35Z 18.6K followers, [--] engagements "Bull Market IPOs" [X Link](https://x.com/abhishekcjain/status/1371930011020619776) 2021-03-16T21:02Z 14.4K followers, [--] engagements "Q4FY21 Earnings Call of Take Solutions Ltd. Friday 25th June [----] at [----] PM IST. Universal Dial-In +91 [--] [----] 1466/ +91 [--] [----] [----] Pls be on the call" [X Link](https://x.com/abhishekcjain/status/1408372452757966848) 2021-06-25T10:32Z 14.3K followers, [--] engagements "BANDhan bank :Stock is down [--] pc from recom price. We tried our research to be more grounded than just following numbers. We have given exit call at INR [---] and booked gains at INR [---] when a large MNC brokerage upgraded the stock. @ArihantInstitu1 @ArihantCapital" [X Link](https://x.com/abhishekcjain/status/1545498845710147584) 2022-07-08T20:03Z 14.4K followers, [--] engagements "Boeing Co the aircraft maker said its deliveries were the highest for a month since March [----]. American Airlines said its second-quarter revenue would be above pre-pandemic levels a welcome [--] industry as it tries to juggle traffic demand staffing shortages & rising costs" [X Link](https://x.com/abhishekcjain/status/1547177875698094080) 2022-07-13T11:15Z 14.4K followers, [--] engagements "12.75 high. index fund [--] % in [--] days. Mahktech buy around 10.4-9 for [--]. Mahktech buy around 10.4-9 for 16" [X Link](https://x.com/abhishekcjain/status/1592339556522553344) 2022-11-15T02:11Z 14.5K followers, [--] engagements "@glory_shivaji @ArihantCapital Its a bad buy as per market estimates. We dont have coverage" [X Link](https://x.com/abhishekcjain/status/1650798375791476736) 2023-04-25T09:46Z 14.5K followers, [--] engagements "*Elecon Engineering Q4FY23 Concall Highlights* *Elecon Engineering CMP: INR [---] Mcap: INR 48.06bn* *Revenue and Margins* The company is targeting INR 20bn revenue and a 22% EBITDA margin in FY24 on consolidated levels. *Provisions* The company has made provision for INR 72.8mn related to GST input credit and lower utilizations; INR 25mn for Inventory provision. Bad debt is part of the settlement agreement with customers and a one-off of INR 65mn The one-off expenses led to a decrease in gross margin levels. *International business* The Europe business is expected to grow 30% to 40% despite of" [X Link](https://x.com/abhishekcjain/status/1652262560773836800) 2023-04-29T10:44Z 18.6K followers, [----] engagements "*Neogen Chemicals Ltd Q4FY23 Conference Call Highlights* *CMP INR [----] Market Cap INR 36756mn* *Financials* Revenue for Q4FY23 stood at INR 2039mn against INR 1568mn in Q4FY22 (+30% YoY). EBITDA stood at INR 326mn in Q4 against INR 266mn in Q4FY22 (+225 YoY). PAT stood at INR 143mn against 157mn in Q4FY22 (-9% YoY). *Margins* EBITDA margins for Q4FY23 stood at 16% a decline of 100bps YoY. The margins declined due to fluctuations in RM costs. *Revenue Mix* Organic chemicals accounted for INR 138mn in Q4FY23 (+39% YoY) this growth was mainly volume driven and Inorganic chemicals accounted for" [X Link](https://x.com/abhishekcjain/status/1658099302491897856) 2023-05-15T13:17Z 18.6K followers, [----] engagements "*LT Foods Ltd Q4FY23 Conference Call Highlights* *CMP INR [-----] Market Cap INR 40177mn* *Financials* Revenues for Q4FY23 stood at INR 18360mn against INR 15370mn in Q4FY22 (+ 19% YoY). EBITDA stood at INR 2100mn in Q4FY23 against INR 1630mn in Q4FY22 (+29% YoY). PAT stood at INR 1320mn (+75% YoY). The revenue growth was led by scaling up of sales of Basmati and other speciality rice and Health Business. Reduction in freight cost and Efficiencies at manufacturing level led to increase of EBITDA and PAT. *Margins* Gross margin for Q4FY23 stood at 33.2% against 33.5% in Q4FY22 (-30 bps YoY)." [X Link](https://x.com/abhishekcjain/status/1659448924808286208) 2023-05-19T06:40Z 18.6K followers, [----] engagements "Dear all Pls dont use Chinese stuff. Again a request We have [--] soldiers martyered in Galwan valley [--] years back One plusMakemytrip MG Motors are all Chinese companies. China is moving towards hegemony. @makemytrip @MGMotorIn @OnePlus_IN #avoidchina" [X Link](https://x.com/abhishekcjain/status/1669412987176902656) 2023-06-15T18:34Z 12.4K followers, [----] engagements "Upl cmp INR [---] Q1 is to be weak I think one can start in tranches with RM pressure easing off and channel inventory taper off from Q1 onwards. Brokerages expected to deliver better results operationally ex one offs as volumes to pick up. Aditya Birla money & others on radar" [X Link](https://x.com/anyuser/status/1678631855371988993) 2023-07-11T05:14Z [--] followers, [----] engagements "@RohitJain700 I dont know about him This is our view" [X Link](https://x.com/abhishekcjain/status/1678744297699696640) 2023-07-11T12:33Z [----] followers, [--] engagements "We are happy scoring against a team which is out of World Cup with an average of below [--] per over. We need to be aggressive if we wanted to lead in Test Cricket. Now whole world would talking about high scores of @ImRo45 but against a third grade bowling attack. Not to demean" [X Link](https://x.com/abhishekcjain/status/1679544325300944897) 2023-07-13T17:34Z [----] followers, [----] engagements "*Can Fin Homes Q1FY24 Concall KTAs* *CMP INR [------] Market Cap INR [------] Bn* *Reported Strong Results.* *Financial Performance* - Total Revenue for Q1FY24 stood at INR [----] Mn as compared to previous quarter INR [----] Mn (up by 10% QoQ up by 14% YoY). - NII Q1FY24 at INR" [X Link](https://x.com/abhishekcjain/status/1682088275048288256) 2023-07-20T18:03Z [----] followers, [----] engagements "*Waaree Renewable Technologies Ltd Q1FY24 Concall Highlights* *Waaree Renewable Technologies Ltd CMP: INR [-------] Mcap: INR 30.19Bn* *Performance Metrics* - *Revenues* came in at INR [----] Mn (+109% QoQ) (+35.7% YoY) - *EBITDA* came in at INR [---] Mn (-28.3% QoQ) (+22.5% YoY) - *EBITDA Margins* came in at 12.4% (-2380 bps QoQ) (-130 bps YoY) - *PAT* came in at INR [---] Mn (-22.6% QoQ) (+28.1% YoY) - *PAT Margins* came in at 11.8% (-2010 bps QoQ) (-70 bps YoY) *Order Book* - The current order book awaiting execution is *856 MW* and is scheduled to be completed within the next [--] to [--] months. - In" [X Link](https://x.com/abhishekcjain/status/1685335361550155776) 2023-07-29T17:03Z [----] followers, 13.3K engagements "@ASL3002 Sir pls be client of @ArihantCapital for more customised advice. This is 3rd time i am replying on same stock pls. My recom price ia much lower plus we are still positive with update shared" [X Link](https://x.com/abhishekcjain/status/1686379837114781698) 2023-08-01T14:16Z [----] followers, [--] engagements "*Harsha Engineers International Ltd Q1FY24 Concall KTAs* *CMP: INR [---] Market Cap: INR [----] Bn* *Performance (Consol)* *Revenue from operations* stands at INR [----] Mn (+1.2%QoQ -13% YoY). *EBITDA* arrived at INR [---] Mn (-18% QoQ -16% YoY) with an EBITDA margin of 12%. *PBT* stands at INR [---] Mn (-25% QoQ -19% YoY). *PAT* stands at INR [---] Mn (-25% QoQ -20% YoY) with a PAT margin of 7%. *Bushings* The company has recorded new order in Q1FY24 for its bronze bushings and maintains a positive outlook for H2FY24. The company anticipates the bushings segment to contribute INR [---] Mn in FY24." [X Link](https://x.com/abhishekcjain/status/1686454229869998080) 2023-08-01T19:09Z 14.3K followers, [----] engagements "*Welspun Corp Q1FY24 First Cut* *CMP: INR [---] Market Cap: INR [--] Bn Promoter: 49.99%* *(Arihant Capital)* *Results are a beat on our estimates both in revenues and EBITDA but tad disappointment in Saudi business (KSA was expected to delivery strong profits in Q1)* *Operating Metrics (Consol)* *Revenues* came in at INR [-----] Mn (-0.02% QoQ) (+216% YoY) *(Vs our estimate of INR [-----] Mn)* *EBITDA* came in at INR [----] Mn (Vs [----] Mn QoQ) (Vs [---] Mn YoY) *(Vs our estimate of INR [----] Mn)* *EBITDA Margins* came in at 9.06% (Vs 10.33% QoQ) (Vs 2.24% YoY) *(Vs our estimate of 9.11%)* *PAT* came in" [X Link](https://x.com/abhishekcjain/status/1687408073613488128) 2023-08-04T10:20Z [----] followers, [----] engagements "Thomas cook. Superb performance & good things ; Just started" [X Link](https://x.com/abhishekcjain/status/1689327646545682432) 2023-08-09T17:27Z [----] followers, [----] engagements "*Styrenix Performance Materials Ltd Q1FY24 Concall KTAs* *CMP: INR [----] Market Cap: INR [-----] Mn* *RM prices have bottomed out and are on an upward trend. Inventory shocks have been dealt with and will not be affecting performance going forward.* *Performance* - *Revenue from operations* stands at INR [----] Mn (-12% QoQ-16% YoY). - *EBITDA* arrived at of INR [---] Mn (-23% QoQ -58% YoY). - *EBITDA Margin* stands at 9% ( [----] bps QoQ [----] bps YoY). - *PBT* arrived at INR [---] Mn (-26% QoQ -63% YoY). - *PAT* stands at INR [---] Mn (-24% QoQ -63% YoY). - *PAT Margin* arrived at 6% (-93 bps QoQ -739" [X Link](https://x.com/abhishekcjain/status/1691635581401632804) 2023-08-16T02:18Z [----] followers, [----] engagements "INR [-----] crore projects approved by government in one single day in raliways and E mobility. Kudos things are happening at much faster way. More action than talks. INR is not giving comfort to investors. Voda Idea call was a reality check for few over zeal investors. Company has talked about limited 5g capex & inability to raise capital. Merger with BSNL is a distinct possibility.loss of customer is sure and would continue. Yesterday we have upgraded cement stocks on demand recovery as per channel checks. Siyaram can be an interesting play Call we would like to hear would be Apex frozen" [X Link](https://x.com/abhishekcjain/status/1692011269262590084) 2023-08-17T03:11Z [----] followers, [----] engagements "I was in Indore As per discussions with localites ( generally Pro BJP) Congress has an edge over BJP" [X Link](https://x.com/abhishekcjain/status/1693257169750327559) 2023-08-20T13:42Z [----] followers, [----] engagements "Recent idea by Arihant team. This idea was initiated by a young intern and we did work afterwards. One more idea initiated by a young team member Jill Gosrani is Yash Pakka limited which is up almost [--] pc in short term. In Arihant team we respect work of young ones equally " [X Link](https://x.com/anyuser/status/1693928273791893574) 2023-08-22T10:09Z 19.8K followers, 34.5K engagements "Thank you #ISRO #Chandrayaan3" [X Link](https://x.com/abhishekcjain/status/1694337495184634235) 2023-08-23T13:15Z 12.3K followers, [----] engagements "Have sold my last tranche of KPI green; Now management is running for fund raising. We played almost 15x in this stock" [X Link](https://x.com/abhishekcjain/status/1696502120604901651) 2023-08-29T12:36Z [----] followers, 13.9K engagements "*Xpro India Management Interaction KTAs* CMP: INR [---] Market Cap: INR [----] Bn XPro India is into polymer processing mainly broken down in [--] segments Coex (Coextruded) and Biax (BOPP) Films Presently the company owns and operates [--] manufacturing facilities [--] for Coex division in Uttar Pradesh and Maharashtra and [--] for Biax Division in Barjora West Bengal. *Coex:* Currently is the major contributor to revenues but margins are in range of 6-8%. Films are mainly used in white goods industries. The films are used in refrigerator doors and body. Growth is directly linked to growth in the" [X Link](https://x.com/abhishekcjain/status/1696761492329406710) 2023-08-30T05:47Z [----] followers, [----] engagements "*Vishnu Prakash R Punglia Sales Note Rating: BUY Target Price: INR 214* *Please find the complete report: *Outlook & Valuation:*Vishnu Prakash RPungliahas a strong order book ofINR 37995mn (3.3x of FY23 revenue) as of15thJul [----] and execution within 24-30 months shows potential revenue visibility. The company is expected to grow at a CAGR of 35% over the period of FY23-26E on a conservative basis. The company is bidding on more projects with a conversion rate of 16%-18% and the company is expected to maintain an order book to bill of 3x going forward. The majority of IPO funds will be" [X Link](https://x.com/abhishekcjain/status/1698989141986533575) 2023-09-05T09:19Z 18.6K followers, [----] engagements "*PSP Projects Ltd Management Meet Takeaways* *PSP Projects CMP: INR [---] Mcap: INR 29.47bn* Revenue is expected to reach above INR 25bn in FY24E. EBITDA Margins are expected to be 13% to 15% due to execution of high margin larger projects. Working capital days stood at [--] days as of Q1FY24 and expected to reduce less than [--] days after Sep-23. The order book stood at INR 53.21bn (2.54x of FY23 TTM revenue) as of Q1FY24. The order inflow is expected around INR 3bn in FY24. The company is expected to maintain above INR 60bn of order book going forward. The company is majorly focused on above INR" [X Link](https://x.com/abhishekcjain/status/1699253304071770475) 2023-09-06T02:48Z [----] followers, [----] engagements "Sadly we are supporting superstar dialogue and not a COP who stand firm on his ground. One police officer did his duty & catches son of a superstar actor with drugs despite knowing about his connections. He has will to keep him under bar despite pressure. But thanks to Indian system he was charged him in corruption & removed from his job despite doing his duties.and Now he won the fake case against him accusing him for INR [--] crore bribe. But we are busy and supporting superstar when he called " Baite ko haath lagane se pehle baap se baat kar". Do we really belive the COP despite strong" [X Link](https://x.com/abhishekcjain/status/1700768684749553758) 2023-09-10T07:10Z [----] followers, 23.7K engagements "Shemaroo LC open Delta Corp Lot of smaller online players have shut the shop. Offline business doing very well. This stock would be a big big play" [X Link](https://x.com/abhishekcjain/status/1701197510432420333) 2023-09-11T11:34Z 14.4K followers, [----] engagements "*Exports update Aug 23* *Textiles* _*Raymonds Indo Count Industries Kitex Garments and Gujarat Ambuja Exports witnessed double-digit growth in exports. S P Apparels and Gokaldas exports growth remain lower by single-digit growth while Alok Industries and Reliance Chemotex witnessed a double-digit decline in growth in Aug-23.*_ Raymond exports grew by 46.4% YoY to INR 182mn (-22.6% MoM) in Aug-23. Indo Count Industries exports grew by 23.3% YoY to INR 3423mn (+87.5% MoM) in Aug-23. Gujarat Ambuja exports grew by 91.6% YoY to INR 1613mn (+17.7% MoM) in Aug-23. Kitex Garments exports grew by" [X Link](https://x.com/anyuser/status/1702973758510920021) 2023-09-16T09:12Z 19.8K followers, 55.3K engagements "*AGI Greenpac Quick Note* CMP: INR [---] Market Cap: INR [--] Bn Promoter: 60.23% *Target: INR [----] Rating: BUY Upside: 255%* Arihant Capital *We believe there is huge earning upside present in AGI Greenpac as they are in process of acquiring HNG. Post acquisition company will become the largest glass manufacturer in India. And once the operations are normalized the acquisition will provide huge jump to the companys EPS. Based on our preliminary study company is trading 7.8x FY26EEPS.* *There is huge upside potential in the company as HNGs numbers will boost earnings and strengthen AGIs presence" [X Link](https://x.com/anyuser/status/1703764988165513251) 2023-09-18T13:36Z 19.8K followers, 63.4K engagements "Proud to be Bhartiya/ Indian I like Mosaad Version of RAW" [X Link](https://x.com/abhishekcjain/status/1704873506356461925) 2023-09-21T15:01Z [----] followers, [----] engagements "More than [---] companies to be part of Arihants Bharat Rising star Conference. More than [---] institutions confirmed Thank you all.: Lets make it BIG Date [------] Sep" [X Link](https://x.com/abhishekcjain/status/1705180394298228979) 2023-09-22T11:21Z [----] followers, [----] engagements "Vaibhav Global acquisition is an interesting bet in UK should lead to company becoming second largest player in UK Trying to fetch more details but seems a good buy for long term with attractive price:" [X Link](https://x.com/abhishekcjain/status/1705386075840184554) 2023-09-23T00:58Z [----] followers, [---] engagements "Weekend Masti Who was your favourite WWE wrestler when u started watching WWE Mine was BRET HITMAN HART Pls put urs in comment section" [X Link](https://x.com/abhishekcjain/status/1705638376467026315) 2023-09-23T17:40Z 14.4K followers, [----] engagements "Delta corp added @142.5 big" [X Link](https://x.com/abhishekcjain/status/1706168972918640800) 2023-09-25T04:49Z 14.5K followers, [----] engagements "Black box limited is in Bharat Rising stars conference by Arihant Capital #Arihantcapital #Bharatrisingstar" [X Link](https://x.com/abhishekcjain/status/1706484486479729035) 2023-09-26T01:43Z [----] followers, [----] engagements "good time to add pratap food & best agro again" [X Link](https://x.com/abhishekcjain/status/1706893112969441638) 2023-09-27T04:46Z [----] followers, [----] engagements "Wipro can be a good pick at cmp of INR [---] Poonawala our model suggests selling exhausted worth on radar. Best agro use current weakness to add for portfolio we have price objective of INR [----] Accum Prataap snacks can be good bet at current levels. Yellow Diamond has been regaining some market share as per channel checks" [X Link](https://x.com/anyuser/status/1706935444464967808) 2023-09-27T07:34Z 19.8K followers, 52.7K engagements "RPSG management is at our Bharat rising star summit - [----]. #Bharatrisingstar #arihantconference @ArihantCapital" [X Link](https://x.com/abhishekcjain/status/1707303313455350096) 2023-09-28T07:56Z [----] followers, [----] engagements "Very strong commentary from Insecticides & Punjab CHEM management. Agri offer good risk reward ratio for investors" [X Link](https://x.com/abhishekcjain/status/1707636827837051000) 2023-09-29T06:02Z [----] followers, 11.1K engagements "Parag Milk Foods Ltd at our Bharat rising star conference - [----]. #BharatRisingStar #ArihantConference @ArihantCapital" [X Link](https://x.com/abhishekcjain/status/1707693078021333122) 2023-09-29T09:45Z [----] followers, [----] engagements "People criticising Shivraj Singh Chohan should remember infrastructure of Madhyapradesh prior to him. 10-12 hours daily Electricity cuts atleast No Roads & mostly industries went to Chhattisgarh I really want BJP to win MP for the sake of development of my state. Pls share amongst your friends" [X Link](https://x.com/abhishekcjain/status/1708303805777838175) 2023-10-01T02:12Z [----] followers, 24.2K engagements "Pls watch Vaccine war once to support our Indian vaccine launch. Nice movie How so-called Indian journalists worked against our own vaccine" [X Link](https://x.com/abhishekcjain/status/1708315285776908519) 2023-10-01T02:57Z [----] followers, [----] engagements "Are they representing Canadian government May be than definitely Yes gov has already issued statement on same. However they have to oppose government so they can do democracy. No one talks about democracy when Canadian government support Terrorists in their country or Americans kill laden on Pakistani So stop making excuses of Democracy" [X Link](https://x.com/abhishekcjain/status/1708812060161958270) 2023-10-02T11:51Z [----] followers, [---] engagements "I am a big fan of fukray franchisee but when they talk about water issues which looks so fake ( second half movie drag) but when the vaccine war movie talks about real scientists people talk it as propaganda. So sorry for peoples mind which is full of hatred. I was not aware about a media promoting so much against Indian science & supporting foreign vaccine ( available on Google) & sadly they put same vaccine. We do not patent our processes to make money but sadly people wont understand it. Hate against our PM is too much for them in Manipur two communities both are Indians ( Congress talked" [X Link](https://x.com/abhishekcjain/status/1708823949197615392) 2023-10-02T12:39Z [----] followers, [----] engagements "*Dollar Industries* *CMP: INR [---] Market Cap: INR [-----] Mn TP: INR 659* *Backward Integration:* 25-30% of total requirements are backward integrated. *Price and Volume mix:* there was a 12% revenue degrowth in Q1 with a 4% volume growth. We are looking forward to 13-14% revenue growth (with 11-12% EBITDA Margins with a 16-18% de-growth in ASP) steadily going ahead with a full year GM of 33% considering that RM prices have largely stabilized (50% of the total cost consists of yarn). *Thermals:* On a low base thermal sales are expected to be up 30-40% next year. *Project Lakshya:* The" [X Link](https://x.com/abhishekcjain/status/1709856757848342822) 2023-10-05T09:03Z [----] followers, [----] engagements "Synergy Green Industries Ltd & Arihant Capital Markets Ltd Bharat Star. via @YouTube #KNOWLEDGE #arihant #conference" [X Link](https://x.com/abhishekcjain/status/1709910615924592804) 2023-10-05T12:37Z [----] followers, [----] engagements "Buy Dreamfolks Our view margins to improve on QoQ basis. Gross margins may be better than company's guidance. We have upgraded the stock to buy from Hold with price objective of INR 650" [X Link](https://x.com/abhishekcjain/status/1710210272164725038) 2023-10-06T08:27Z [----] followers, 16.8K engagements "Walchandnagar out initial recom was at INR [--]. Many people whom I respect a lot has been in fund raising. Just a start::" [X Link](https://x.com/abhishekcjain/status/1710272128711364826) 2023-10-06T12:33Z 14.5K followers, [--] engagements "Arihants capital recent IPO offering listed in stock exchange yesterday Organic Recycling This is just for information not a recommendation" [X Link](https://x.com/abhishekcjain/status/1710533516331733358) 2023-10-07T05:52Z [----] followers, [----] engagements "Sukhjit starch management live @ArihantCapital" [X Link](https://x.com/abhishekcjain/status/1710768291852284121) 2023-10-07T21:25Z [----] followers, [----] engagements "Market is reacting as Israel -Palestine war impact is only on Indian markets" [X Link](https://x.com/abhishekcjain/status/1711281626573840771) 2023-10-09T07:25Z [----] followers, [----] engagements "We would let people fight on the name of caste like we are doing since last [--] years. ( National party talking about caste based census) #census Why people are supporting a terrorist organization #Israel_under_attack" [X Link](https://x.com/abhishekcjain/status/1711538891944255715) 2023-10-10T00:27Z [----] followers, [----] engagements "*UPL Ltd. - Initiating Coverage Report* *CMP INR [---] Market Cap INR [---] bn* Price objective INR [---] *Link to report*: *INVESTMENT RATIONALE* *Anticipating Increased Demand in H2FY24 Across Different Regions* In North America channel inventories are approaching optimal levels and are projected to improve further. The company foresees heightened demand in the upcoming third and fourth quarters which are traditionally peak seasons. Across LATAM the agricultural sector has expanded due to increased acreage and abundant available land along with reduced labor costs. This increase in acreage will" [X Link](https://x.com/abhishekcjain/status/1711626395649265818) 2023-10-10T06:15Z [----] followers, [----] engagements "*Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report* *CMP INR [---] Market Cap. INR [---] bn* *Target Price INR 439* *Link to Report*: *INVESTMENT RATIONALE* *Bottoming out the Urea prices* The dynamics of urea prices substantially impact the profitability of companies in the fertilizer industry including CFCL. Thus understanding urea prices trajectory is paramount when assessing CFCL. One of the compelling aspects of CFCL's investment case is the apparent bottoming out of urea prices. The price of urea is influenced by a combination of factors including raw material costs energy" [X Link](https://x.com/abhishekcjain/status/1711662060927676532) 2023-10-10T08:36Z [----] followers, [----] engagements "*Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report* *CMP INR [---] Market Cap. INR [---] bn* *Target Price INR 439* *Link to Report*: *INVESTMENT RATIONALE* *Bottoming out the Urea prices* The dynamics of urea prices substantially impact the profitability of companies in the fertilizer industry including CFCL. Thus understanding urea prices trajectory is paramount when assessing CFCL. One of the compelling aspects of CFCL's investment case is the apparent bottoming out of urea prices. The price of urea is influenced by a combination of factors including raw material costs energy" [X Link](https://x.com/abhishekcjain/status/1711662177252499595) 2023-10-10T08:37Z [----] followers, [----] engagements "*HDFC AMC Q2FY24 Concall KTAs* *CMP INR [----] Market Cap INR [------] bn* *Industry Highlights* *Industry QAAUM* increased by 9% QoQ/ 20% YoY to [--] trn. *Actively managed equity oriented funds* were at INR [----] trn with equity oriented index funds at INR [---] trn. *Debt funds* displayed healthy interest with QAAUM surging to INR [----] trn in Q2FY24 up from INR [---] trn in Q1FY24 (+5% QoQ +17% YoY). *Net flows into equity oriented funds* amounted to INR [---] bn as compared to [---] bn in Q1FY24 (+229% QoQ +29% QoQ) with increase in *SIP flows* by 9% QoQ/ 23% YoY to INR [---] bn. *Business Highlights*" [X Link](https://x.com/abhishekcjain/status/1712497077316616327) 2023-10-12T15:54Z [----] followers, [----] engagements "*Anand Rathi Wealth Q2FY24 Concall KTAs* *CMP INR [----] Market Cap INR [----] bn* *Upward revision of guidance for FY24*: *Company has revised their revenue guidance* from INR [----] bn to INR [----] bn. They have *achieved more than 50% of guidance* in H1FY24. *PAT guidance* revised from INR [----] bn to INR [---] bn. *54% of guidance in terms of profitability has already been achieved*. *AUM guidance* revised from INR [---] bn to INR [---] bn. They have already *surpassed their previous guidance* with an AUM of INR [------] bn. *Industry Highlights*: The *AUM to GDP ratio* of India came at 16% which is" [X Link](https://x.com/abhishekcjain/status/1712792462761382005) 2023-10-13T11:28Z [----] followers, [----] engagements "*Bank of Maharashtra Q2FY24 Concall KTAs* *CMP INR [--] Market Cap INR [---] bn* *Positive performance across all dimensions of business* Credit growth is expected to be [--] 21% for next [--] years. Bank do not expect to raise any tier [--] capital in the near future. NIMs are growing steadily since past few quarters. Current NIMs is at 3.89% v/s 3.86% in Q1FY24 (+3bps QoQ/ +34bps YoY). They continue to maintain their NIM guidance of [---] 3.6% for the FY24. Bank continues to spend and remain focused on their digital initiatives. This has increased their other Opex by 14% QoQ/ 9% YoY at INR [----] bn. They" [X Link](https://x.com/abhishekcjain/status/1714111834637189328) 2023-10-17T02:51Z [----] followers, [----] engagements "*Federal Bank Q2FY24 Concall KTAs* *CMP INR [---] Market Cap INR [---] bn* *Asset Quality improved NIMs Stable* Bank *successfully Raised [----] bn via QIP boosting Tier [--] Capital* and further allowing them to pursue growth opportunities more aggressively. *Higher yield business is beginning to make a positive impact* on the overall numbers. The bank looks to improve market share in NRE (non-residential external) deposits. They witnessed strong growth in branch network with [--] new branches added in Q2FY24. *Guidance for FY24* ROA is expected to be 1.4%. The bank anticipates having cost to income of" [X Link](https://x.com/abhishekcjain/status/1714113984675086393) 2023-10-17T02:59Z [----] followers, [----] engagements "*PCBL Ltd Q2FY24 Concall Highlights* *PCBL CMP: INR [---] Mcap: INR 74.76bn* _*Volume is expected to grow 12% to 13% over the next 4-5 years.*_ _*Capex of INR 12.8bn would bring additional revenue of INR 17bn INR 18bn per annum going forward.*_ _*EBITDA per tonne is expected to reach INR [-----] by FY27E.*_ _*Europe exports are expected to double in the next [--] years.*_ *Revenue* Revenue is expected around INR 16bn to INR 17bn per quarter if crude remains stable. *Margin* Specialty chemical black margins are 2-2.5x of Tyre margins. *Volume* Volume growth is expected around 12% to 13% over the next" [X Link](https://x.com/abhishekcjain/status/1714312859445043351) 2023-10-17T16:10Z [----] followers, [----] engagements "The cash reserve ratio (CRR) cannot be included in the high quality liquid assets (HQLA) for calculating the Liquidity Coverage Ratio (LCR) under Basel III norms. The key reasons why CRR is not considered HQLA are: - CRR is the percentage of deposits that banks have to mandatorily keep with the RBI in the form of cash reserves. Banks do not have discretion to draw down from the CRR to meet liquidity needs. - HQLA refers to unencumbered liquid assets that can be readily converted into cash during a [--] day stress period. CRR does not meet this criteria of being able to monetize the assets. -" [X Link](https://x.com/abhishekcjain/status/1714470778065080630) 2023-10-18T02:37Z [----] followers, [----] engagements "*Zensar Technologies* *Q2FY24 Concall KTAs* *CMP INR [---] l Market cap INR [------] Mn* *The management expects its margin to be in the mid-teens for FY24*. *Financial Overview:* - Zensar reported a Q2 revenue of INR [-----] Mn marking a 1.1% QoQ growth. The company's PAT was INR [----] Mn grew by 11.3% on QoQ basis and normalized EBITDA stood at around 18.6%. - Employee attrition rate remained at 13.1% with an healthy order book and the company maintained a DSO of [--] days. - Zensar's cash reserves were robust amounting to INR [-----] Mn and the effective tax rate was pegged at 22.7%. *Segmental and" [X Link](https://x.com/abhishekcjain/status/1714478972204175420) 2023-10-18T03:10Z [----] followers, [----] engagements "*Newgen Software Technologies Ltd Q2FY24 Concall KTAs* *CMP: INR 1047* *Market Cap: INR [-----] Mn* *Financial Highlights:* -Newgen software reported a 31.6% YoY/ 16.5% QoQ growth in Q2FY24 revenue to INR [----] Mn and a 56.70% YoY/58.24% QoQ growth in PAT to INR [---] Mn. -A substantial 21% of revenues were invested in various sales and marketing initiatives to drive growth and market presence. -Annuity Revenues which comprise of ATS/AMC Cloud/ Subscription License and Support revenue streams stood at INR [----] Mn in this quarter growing at 26%. -The company had added around *14 new customer logos*" [X Link](https://x.com/abhishekcjain/status/1714481253335118146) 2023-10-18T03:19Z [----] followers, [----] engagements "*HFCL Ltd Q2FY24 First Cut* *HFCL CMP: INR [--] Mcap: INR 10431cr* _*Top-line muted due to Telecom Products and Margins remain under pressure.*_ HFCL Ltd reported numbers Q2FY24 revenue stood at INR 1111cr (-5.3% YoY/+11.7% QoQ); below our estimates of INR 1143cr. Gross Profit stood at INR 281Cr (-16.6% YoY/-8.7% QoQ); below our estimates of INR 330cr. Gross margins contracted by [---] bps YoY (down by [---] bps QoQ) to 25.3% vs 28.7% in Q2FY23. The raw material cost in terms of sales stood at 74.7% vs 71.3% in Q2FY23. EBITDA stood at INR 133cr (-20.1% YoY/-9.5% QoQ); below our estimates of INR" [X Link](https://x.com/abhishekcjain/status/1715009514913849797) 2023-10-19T14:18Z [----] followers, [----] engagements "*Titagarh Rail Systems Q2FY24 Concall Highlights* *Titagarh Rail Systems CMP: INR [---] Mcap: INR 100.59bn* *Freight Rail Systems* In freight rail systems The company is executing around 650-700 wagons per month and targeting [----] wagons per month by the end of FY24E. In Sep-23 the company delivered [---] wagons which is the highest-ever volume on a monthly basis. *Passenger Rail Systems* Passenger rail systems margins are lower due to lower volumes. The company is targeting [--] cars to [--] cars per month in the middle of FY25E. Passenger Rail Systems margins are expected to reach 10% due to an" [X Link](https://x.com/abhishekcjain/status/1715010524126290306) 2023-10-19T14:22Z [----] followers, [----] engagements "*HFCL Q2FY24 Concall Highlights* *HFCL CMP: INR [----] Mcap: INR 9830cr* *Capacity expansion* Optical fibre capacity is expected to increase from 10mn flm to 33.9mn fkm and Optical Fibre Cable capacity is expected to increase from 25mn fkm to 35mn fkm going forward. In Optical Fibre capacity expansion in two stages part of the capacity is expected to be completed in Jul-24 and the remaining capacity is expected to be completed in Jul-25. Optical Fibre Cable manufacturing capacity is expected to be completed in FY25E. Post capex additional revenue is expected around INR 2800cr to INR 3000cr." [X Link](https://x.com/abhishekcjain/status/1715512778772148298) 2023-10-20T23:38Z 18.7K followers, [----] engagements "*Dodla Dairy Q2FY24 First Cut- Arihant Capital* *A stellar performance* *CMP: INR [---] Market Cap: INR [-----] Mn TP: INR 1366* *Consolidated Results* Revenue was up 12.03% YoY to INR [----] Mn (-6.76% QoQ) missing our estimate by 2.58%. Gross Margin expanded 227bps YoY to 26.82% (+312bps QoQ) beating our estimate of 24%. EBITDA grew 43.6% YoY to INR [---] Mn (+16.41% QoQ). EBITDA Margin expanded 201bps YoY to 9.15% (+182bps QoQ) beating our estimates of INR [---] Mn and 7.8% respectively. PAT grew 48.05% YoY to INR [---] Mn (+24.67% QoQ) beating our estimate of INR [---] Mn. *Registration link for" [X Link](https://x.com/abhishekcjain/status/1715742121851031780) 2023-10-21T14:49Z [----] followers, [----] engagements "*JSW Steel Q2FY24 Concall KTAs* *CMP: INR INR [---] Market Cap: INR [----] Bn Promoter: 44.8%* *(Arihant Capital)* *Overview:* Capacity utilization at 89% for Indian operations vs 92% in Q1FY24 due to maintenance shutdowns. Total sales volumes higher due to strong domestic demand and inventory liquidation of [---] million tonnes during the quarter. Weaker operations in Ohio *Operating Metrics (Consol)* *Revenues* came in at INR [-----] Bn (+5.6% QoQ) (+6.7% YoY) *EBITDA Margins* came in at 17.69% (Vs 4.19% QoQ) (Vs 16.69% YoY) *Volume Consol:* Produced: [----] Mn tonnes (Flat: [----] Long: 1.18) (-1%" [X Link](https://x.com/abhishekcjain/status/1716181365593678234) 2023-10-22T19:54Z [----] followers, [----] engagements "*CreditAccess Grameen Ltd Q2FY24 Concall highlights* *CMP INR [----] Market Cap INR [---] bn* *Improvement across various parameters* *FY24 Guidance* Management has given a *GLP growth guidance* of 24-25%. *NIM guidance* revised upward from [--] 12.2% to [----] 12.8%. *Cost-to-income ratio* guidance revised downward from [--] 36% to [--] 33%. *Credit cost* guidance remains same at [---] 1.8%. *ROA guidance* revised upward by 7bps to 5.4% to 5.6%. *ROE guidance* increased from [--] 21% to [--] 25%. *Highlights* *Net interest income* increased by 49.6% YoY/ 1.1% QoQ driven by the margin expansion and robust GLP" [X Link](https://x.com/abhishekcjain/status/1716182002213486885) 2023-10-22T19:57Z [----] followers, [----] engagements "Dodla Ind Confident of sustaining double digit margins going forward A big boost to dairy industry stocks Dodla is among top picks" [X Link](https://x.com/abhishekcjain/status/1716340753117364378) 2023-10-23T06:28Z [----] followers, [----] engagements "*Balkrishna Industries Ltd-Concall Highlights* *CMP INR 2550Market Cap INR [-----] Cr**View: Positive* *The company aims for a stable trajectory and expects a better H2FY24 despite challenges in H1FY24*;*The company believes EBITDA margins will sustain at 26-28%*. *Performance* Revenues came in at INR [----] Cr (+6.0% QoQ) (-20% YoY) EBITDA Margins came in at 24.4% (Vs 23% QoQ) (Vs 20.1% YoY) *Sales (MT)* [-----] Mt against [-----] Mt (+5% QoQ) (-11% YoY) *Concall Highlights* Q2 faced challenges due to heatwaves and recessionary fears in export markets but inventory-related challenges in" [X Link](https://x.com/abhishekcjain/status/1716349753611731294) 2023-10-23T07:04Z [----] followers, [----] engagements "Jubilant Pharmanova cmp INR [---] 3x-4x opportunity MIBG can be big opportunity for Jubilant pharmanova. Overall market size is USD [---] mn The company has maintained its leadership position in radio Pharmacy portfolio The company is hopeful of gaining further market share in Spect products Losses from Generic business to trim down going forward Generic loss margins has improved from negative [--] pc to negative [--] pc In allergy immunotherapy business company can do [--] pc margins on sustainable basis with largest player in venom segment while in non venom company has been number [--] along with skin" [X Link](https://x.com/abhishekcjain/status/1716362327367262414) 2023-10-23T07:54Z [----] followers, 12.3K engagements "Mahindra logistics time to add in tranches CMP INR [---] Market would remain choppy till elections" [X Link](https://x.com/abhishekcjain/status/1717060506631209403) 2023-10-25T06:08Z [----] followers, [----] engagements "*Welspun Living Q2FY24 First Cut- Arihant Capital* *Excellent performace; beat on top and bottom line with slight misses on margins.* *CMP: INR [---] Market Cap: INR [-----] Cr TP: INR 166* *Consolidated Results* WILs Revenue grew 18.72% YoY to INR [-----] Mn (+14.88% QoQ) beating our estimate of INR [-----] Mn by 8.92%. Gross Margin expanded [---] bps YoY 46.46% (-67bps QoQ). EBITDA grew 178.56% YoY to INR [----] Mn (+15.25% QoQ) and EBITDA Margin expanded 819bps YoY to 14.27% (+5bps QoQ) beating our estimate of INR [----] Mn but missing our margin estimate of 15.5% by 123bps. PAT grew 2305.88% YoY to INR" [X Link](https://x.com/abhishekcjain/status/1717112071484256332) 2023-10-25T09:33Z [----] followers, [----] engagements "*Dreamfolks Services ltd-Q2FY24 first cut* *CMP INR 504; Mcap INR 26.60bn* *Decent performance beat on top and bottom line with slight miss on margins* *Revenue* at INR [----] mn (our estimates INR2677 mn) beat on our estimate up by 64.95% YoY/+6% QoQ on account of increase in the domestic air traffic *EBITDA* at INR [---] mn (our estimates INR [---] mn) beat on our estimate is up by 24% YoY/+39% QoQ and margins at 8.83% contracted by [----] bps YoY/+212 bps QoQ *PAT* at INR [---] mn up by 21.44% YoY/+38% QoQ and PATM at 6.44% contracted by [----] bps YoY/+150 bps QoQ. *Outlook* DFS has posted decent" [X Link](https://x.com/abhishekcjain/status/1717130928550727866) 2023-10-25T10:48Z [----] followers, [----] engagements "*Newgen Software Technologies Ltd Q2FY24 Concall KTAs* *CMP: INR 1047* *Market Cap: INR [-----] Mn* *Financial Highlights:* -Newgen software reported a 31.6% YoY/ 16.5% QoQ growth in Q2FY24 revenue to INR [----] Mn and a 56.70% YoY/58.24% QoQ growth in PAT to INR [---] Mn. -A substantial 21% of revenues were invested in various sales and marketing initiatives to drive growth and market presence. -Annuity Revenues which comprise of ATS/AMC Cloud/ Subscription License and Support revenue streams stood at INR [----] Mn in this quarter growing at 26%. -The company had added around *14 new customer logos*" [X Link](https://x.com/abhishekcjain/status/1717148149121524033) 2023-10-25T11:56Z [----] followers, [----] engagements "*Mahindra Logistics Q2FY24 Concall KTAs* CMP: INR [---] Market Cap: INR [--] Bn Promoter: 58.04% *Arihant Capital* Weak set of performance but guidance of recovery in future. *Performance Consol:* Revenues came in at INR [-----] Bn (+5.5% QoQ) (+2.9% YoY) EBITDA margins came in at 3.93% (Vs 5.15% QoQ) (Vs 5.1% YoY) *3PL Contract Logistics:* Revenues up by 4% YoY to INR [----] Bn GM at 11.5% Focus on increasing order intake and speed of execution 68% of contri from Auto (incl Mahindra) Segment is expected to grow 13-15% till FY26 [----] Mn sqft space under management (Current expansions in Chakan" [X Link](https://x.com/abhishekcjain/status/1717388223180087552) 2023-10-26T03:50Z [----] followers, [----] engagements "*Punjab Chemicals & Crop Protection Ltd. First Cut* *CMP: INR [----] Market Cap: INR [--] bn* *Outlook: Margin improvement on better efficiency*. Revenue came at INR [----] bn came down 14% YoY. EBITDA for Q2FY24 came at INR [-----] mn up 9.86% YoY. *EBITDA margins came at 14.46% increasing by [---] bps YoY/ up [---] bps QoQ.* PAT came at INR [---] mn against previous years INR [-----] mn. Add on declines *Arihant Capital Markets Ltd.*" [X Link](https://x.com/abhishekcjain/status/1717481522599473175) 2023-10-26T10:01Z [----] followers, [----] engagements "*Symphony Ltd-Q2FY24 concall KTAs* *CMP INR 836; Mcap INR 58.47bn* Revenue at INR 275cr up by 0.4% YoY; India domestic sales stood at INR 191cr flattish YoY EBITDAM at 15.5% expanded by [---] bps YoY on console basis *Margins* The margins expanded despite flattish performance on topline this was possible due to expansion in gross margins by [---] bps YoY led by price increase launch of new products moderation in input costs and well managed logistics cost. *Australia subsidiary:* revenue at INR 91cr in Q2FY24 vs INR 116cr in Q2FY23; EBITDA at INR -14cr Q1FY24 vs INR -11cr in Q2FY23. The" [X Link](https://x.com/abhishekcjain/status/1717735910941532421) 2023-10-27T02:52Z [----] followers, [----] engagements "*City Union Bank Q2FY24 Concall KTAs* *CMP: INR [---] Market Cap: INR [--] Bn Target Price: INR 158* *Outlook*: CUB posted good earnings in Q2FY24 and with investments in digital infrastructure for lending operations is expected to outgrow Management guidance in coming quarters. We remain positive on the bank with long term business growth platforms being laid out. *Management Guidance*: Management aiming for 12-15% growth for the financial year FY24. Achieve an RoA of 1.3% for FY24. The Cost to Income ratio to be in the range of 42-45%. The Management intends to see the Net NPA at 1-1.5% which" [X Link](https://x.com/abhishekcjain/status/1718594395442659673) 2023-10-29T11:43Z [----] followers, [----] engagements "*RateGain Technologies-Q2FY24 Concall KTAs* *Management has raised FY24 revenue growth guidance to over 60% (previously 55-58%) on the conservative side with plans to double revenue in three years through 20-25% organic growth and the rest inorganically at a 25% margin. They express confidence but remain cautiously optimistic in specific regions due to macro uncertainties and a sharp Adara revenue increase*. *Rategain has increased its FY24 EBITDA margin guidance to 19% (up 400bps from the previous year's 17%) due to the growing adoption of its mature product category with stable high" [X Link](https://x.com/abhishekcjain/status/1718801832452162026) 2023-10-30T01:27Z [----] followers, [----] engagements "*AGI Greenpac Q2FY24 Concall KTAs* *CMP: INR [---] Market Cap: INR [----] Bn Promoter: 60.24%* *Overview*: Decent set of results overall acquisition completion expected in 3-4 months *Revenue* came in at INR [----] Bn (+10.2% QoQ) (+20.1% YoY) *EBITDA* came in at INR [----] Bn (+2% QoQ) (+58% YoY) *EBITDA Margins* came in at 21.8% (Vs 23.56% QoQ) (Vs 16.57% YoY) *PAT* came in at INR [-----] Mn (-11.6% QoQ) (+65.4% YoY) *PAT Margins* came in at 9.1% (Vs 11.2% QoQ) (Vs 6.6% YoY) *Capacity and Capex:* Current capacity utilisation at 95% (of [----] tpd) The specialty line is running at 60-65% CU (154 tpd) No" [X Link](https://x.com/abhishekcjain/status/1718813014348939468) 2023-10-30T02:12Z [----] followers, [----] engagements "*Laxmi Organic - *CMP: INR [---] *Outlook: We remain Positive on the company owing to their resilient performance and volume growth in completely adverse conditions for the chemicals sector especially the Agro and essentials space. Also the Dahej capex will be coming up by the end of FY25.* *Management Guidance*: In the Dahej facility of [--] acres this ongoing Capex of INR [---] bn only 20% of the land will be used for the current projects while the rest will be available for future capex plans of the company. *By March [----] this one-off capex will be completed up and running*. *Dahej capex would" [X Link](https://x.com/abhishekcjain/status/1718944057299542344) 2023-10-30T10:52Z [----] followers, [----] engagements "Petronet LNG ; New investments would generate INR [----] crore of Ebidta on full capacity I believe its a wise decision than keeping cash on books for Meagre returns" [X Link](https://x.com/abhishekcjain/status/1719070263562956863) 2023-10-30T19:14Z [----] followers, [----] engagements "*Punjab Chemicals & Crop Protection Ltd. - Q2FY24 Concall Highlights* *CMP: INR [----] Market Cap: INR [----] bn* *Management Guidance*: *Management expects to beat last years topline for FY24 and then in the long term topline to grow at 18-20% per year.* *The international business dropped from 62% earlier to 51% for the quarter Q2FY24. However the Management guides that in that long term the companys international business will contribute more than 60% of the topline.* *Key Highlights*: Management acknowledges the scenario faced by the agrochemicals industry is very dire across industries." [X Link](https://x.com/abhishekcjain/status/1719225465146425528) 2023-10-31T05:31Z [----] followers, [----] engagements "*Petronet LNG Ltd. Q2FY24 Concall Highlights* *CMP: INR [---] Market Cap: INR [---] bn* Time to accumulate *Capex*: *During the quarter the board approved investment for setting up of petrochemicals project of [---] Kilo-Tonnes Per Annum of Propane Dehydrogenation & [---] KTPA of Poly Propylene plant including propane and ethane handling facility at Dahej Gujarat*. The estimated cost of the project is INR [------] bn and in the debt-to-equity financing mode of 70:30. *The capital expenditure for the expansion of Dahej terminal from [----] MMTPA to [----] MMTPA is expected to be completed by March FY25*." [X Link](https://x.com/abhishekcjain/status/1719227181157777468) 2023-10-31T05:37Z [----] followers, [----] engagements "*Craftsman Automation Q2FY24 Concall KTAs* *CMP INR [----] Market Cap INR [------] Mn* *The substantial powertrain capacity expansion and a positive outlook for 15-20% CAGR growth* *Financial Performance* Consolidated Sales: INR2217 crore with Powertrain contributing INR776 crore Aluminum Products INR1077 crore and Industrial Engineering INR364 crore. The company is diversifying segments. EBIT INR325 crore (vs. INR223 crore last year) Powertrain INR161 crore Aluminum Products INR157 Industrial Engineering INR31 and Unallocated INR24. Ratios: Debt equity [----] debt to EBITDA [----] EBIT margin 15%" [X Link](https://x.com/abhishekcjain/status/1719347515018113388) 2023-10-31T13:36Z [----] followers, [----] engagements "And Birlasoft Did it again Big beat on Consensus & decent beat on our estimates Our team has initiated at INR [---] in March when whole world was super negative on this stock. @jtsingh194 *Birlasoft(BSFOT) Ltd- Q2FY24 first Cut* *CMP INR [---] Market Cap INR [------] Mn* *Stellar set of Nos and strong deal wins QoQ* *Birlasoft reported Q1FY24 revenues of USD [-----] mn up 3.1% QoQ versus (Our estimate of USD [---] Mn). Constant currency (CC) revenue growth is up 5.7% YoY/3.1% QoQ. The company has reported consolidated revenue of INR [-----] Mn 6.4% YoY/ 3.1% QoQ in Q2FY24 above (Our estimate of INR 12950" [X Link](https://x.com/abhishekcjain/status/1719348940464914552) 2023-10-31T13:41Z [----] followers, [----] engagements "*Shalby Q2FY24 Concall KTAs* *CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 7.18* *Arihant Capital* The hospital business registered the highest-ever EBITDA margin with a high 2-digit growth of +22% YoY. Leveraged operating expenditure and insurance space led to a high 2-digit ROCE. Occupied beds +13% YoY. Many diverse critical surgeries were conducted across hospitals with 270+ kidney and liver transplants. Home care services +62% to revenues of INR 3.6cr in Q2. International business had revenues of INR 2cr in Q2. The international business is growing in UAE Oman Bangladesh and Nepal" [X Link](https://x.com/abhishekcjain/status/1719349887492661323) 2023-10-31T13:45Z [----] followers, [----] engagements "*Vaibhav Global Q2FY24 Concall KTAs* *CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 7.36* *Arihant Capital* By H2FY25 they will reach breakeven in Germany. They currently reach 95% of all German households. The quarter saw margin expansion from 8.5% to 9.1% on the back of operating efficiencies and operating leverage. The UK economy is still faced with this cost of living crisis. Broadcast reach +4% QoQ. The reach of TV homes was 139mn. The average sales per customer is [--] pieces TTM. Shop TJC acquired the assets of Ideal World for GBP 1.125mn. It is one of the major teleshopping brands" [X Link](https://x.com/abhishekcjain/status/1719550947930907036) 2023-11-01T03:04Z [----] followers, [----] engagements "Saregama is good play at cmp of INR [---] Stock has corrected [--] pc from recent highs and good opportunity for price objective of INR 450" [X Link](https://x.com/abhishekcjain/status/1719606245814862204) 2023-11-01T06:44Z [----] followers, [----] engagements "*Mitsu Chem Plast Q2FY24 Concall KTAs* *CMP: [---] Market Cap: [----] Bn Promoter: 73.03%* *Arihant Capital* *Overview:* Weak performance in H1 but performance to pick up in H2. October month was good. *Operating Metrics (Consol)* Revenues came in at INR [-----] Mn (-5% QoQ) (+9% YoY) EBITDA Margins came in at 6.85% (Vs 5.97% QoQ) (Vs 5.91% YoY) *Capex Capacity highlights:* Utilisation of capacities at 70% (of [-----] tonnes) *Operational and Business Highlights:* Board has approved Rights issue of INR [---] Mn for future expansion but further light on this will be shared once the plan is finalized" [X Link](https://x.com/abhishekcjain/status/1719616913708658959) 2023-11-01T07:26Z [----] followers, [----] engagements "*Thomas Cook India Q2FY24 First Cut- Arihant Capital* *Surpassed expectations; beat on all fronts. Strong results in off season* *CMP: INR [---] Market Cap: INR [----] Cr TP: INR 207* *Consolidated Results* Revenue was up 50.86% YoY to INR [----] Cr (-2.93% QoQ) beating our estimate of INR [----] Cr by 26% EBITDA grew 138.77% YoY to INR [---] Cr (-16.62% QoQ) beating our estimate of INR [--] Cr by 79%. EBITDA Margin expanded 261bps YoY to 7.09% (-125bps QoQ) beating our estimate of 4.97% by 212bps. PAT was INR [--] Cr (-27.34% QoQ) beating our estimate of INR [--] Cr by 2.28x. *Registration link for earnings" [X Link](https://x.com/abhishekcjain/status/1719759558803869738) 2023-11-01T16:53Z [----] followers, [----] engagements "*Petronet LNG Ltd. Q2FY24 Concall Highlights *CMP: INR [---] Market Cap: INR [---] bn* Target INR [---] Long term Value accretion in Pet CHEM business We dont believe in dividend theory and use this correction as an opportunity *Capex*: *During the quarter the board approved investment for setting up of petrochemicals project of [---] Kilo-Tonnes Per Annum of Propane Dehydrogenation & [---] KTPA of Poly Propylene plant including propane and ethane handling facility at Dahej Gujarat*. The estimated cost of the project is INR [------] bn and in the debt-to-equity financing mode of 70:30. *The capital" [X Link](https://x.com/abhishekcjain/status/1719988085755453889) 2023-11-02T08:01Z [----] followers, [----] engagements "*Laxmi Organic - Q2FY24 cmp INR [---] Time to buy *Outlook: We remain Positive on the company owing to their resilient performance and volume growth in completely adverse conditions for the chemicals sector especially the Agro and essentials space. Also the Dahej capex will be coming up by the end of FY25.* *Management Guidance*: In the Dahej facility of [--] acres this ongoing Capex of INR [---] bn only 20% of the land will be used for the current projects while the rest will be available for future capex plans of the company. *By March [----] this one-off capex will be completed up and running*." [X Link](https://x.com/abhishekcjain/status/1720319627647963586) 2023-11-03T05:58Z [----] followers, [----] engagements "So called large organisations dont require PR as per my understanding If the business is strong than use weakness to add We added Poonawala @338 for clients" [X Link](https://x.com/abhishekcjain/status/1720375252830900382) 2023-11-03T09:39Z [----] followers, [----] engagements "Now additional security blamed for Pakistan poor performance Jai Ho Mickey Arthur He should write a book on [-----] excuses on failures. @TheRealPCB @TheRealPCB_Live @TheRealPCBMedia #PAKvNZ @Mickeyarthurcr1" [X Link](https://x.com/abhishekcjain/status/1720709813569761432) 2023-11-04T07:49Z [----] followers, [----] engagements "*Chambal Fertilizers Ltd. - Q2FY24 Concall Highlights* *CMP: INR [---] Market Cap: INR [--] Bn Target Price: INR 439* *Outlook: CFCLs EBITDA Margins are back to their long term average and expected to improve further in the subsequent quarters as demand will rise for Rabi crops. The company is poised to emerge as a key player in the TAN industry and a possible Nitric Acid Value Chain in next 3-5 years.* *Management Guidance*: Regarding the TAN Plant project the contract is given to L&T and the Project is on schedule. Going ahead in the TAN business there could be surplus WNA which can then help" [X Link](https://x.com/abhishekcjain/status/1721215719801856205) 2023-11-05T17:19Z [----] followers, [----] engagements "Big Positive for delta corp and big hit to illegal betting apps LIVE Govt blocks Mahadev app [--] other platforms" [X Link](https://x.com/abhishekcjain/status/1721219823152288182) 2023-11-05T17:35Z [----] followers, 11.2K engagements "*Chambal Fertilisers and Chemicals Limited (CFCL) Q2FY24* *CMP: INR [---] Market Cap: INR [---] bn Target Price: INR 439* *Rating: BUY* Link to Report: *Chambal Fertilisers and Chemicals Limited (CFCL) is one of India's leading fertilizer producers with a market share of around 12%. Presently the company has a market share of 12% in Urea 13% in DAP 2% in MOP and 2% in NPK in the domestic market. The company operates one of the largest urea plants in the country. The Company has three plants i.e. Gadepan-I Gadepan-II and Gadepan-III located at Gadepan District Kota Rajasthan to manufacture Urea." [X Link](https://x.com/abhishekcjain/status/1721370682788127021) 2023-11-06T03:35Z [----] followers, [----] engagements "*Orient Bell: Stock Idea* *CMP: INR [---] Market: [----] Bn Promoter: 65.19%* Arihant Capital Company has recently started a GVT line (3.3 MSM taking total capacity to [----] MSM) which will be focused in South and West region where company has lower penetration. The line was commissioned on 28th Sept hence full impact will be seen in Q3. Q2 profitability was weak because of high cost inventory and higher trading mix in sales. We believe sequential performance will be better for the company. *We are positive on the stock and we believe the company should be kept on radar*" [X Link](https://x.com/abhishekcjain/status/1721432108327960783) 2023-11-06T07:39Z [----] followers, [----] engagements "*Metropolis Healthcare Ltd - ConCall Highlights Q2FY24* *CMP: INR 1542Market Cap: INR [-----] Mn* *Future Planning and Outlook* They are committed to consistently providing excellent services and prioritizing long-term strategies government partnerships alliances and cultural aspects to sustain their operations. *Key Highlights* Addressable market is expected to increase to Rs. 21K Cr by FY26 According to a third-party auditor's report from November 4th it was revealed that three employees manipulated finances with [---] crores offsetting in debit and credit accounts [---] crores in TDS accounts" [X Link](https://x.com/abhishekcjain/status/1721432325051891997) 2023-11-06T07:40Z [----] followers, [----] engagements "*Rupa & Co Q2FY24 First Cut- Arihant Capital* *A good performance in line with industry recovery* *CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 5.65* *Consolidated Results* Revenue from operations was up 5.76% YoY to INR [---] Cr (+54.57% QoQ). EBITDA grew 10.91% YoY to INR [--] Cr (+185.97% QoQ). EBITDA Margin expanded 50bps YoY to 10.74% (+493bps QoQ). PAT grew 21.69% to INR [--] Cr (+386.03% QoQ). *Registration link for earnings call on 7th Nov [----] 12:30pm:*" [X Link](https://x.com/abhishekcjain/status/1721574290506887416) 2023-11-06T17:04Z [----] followers, [----] engagements "*Camlin Fine Sciences Ltd.- Q2FY24 Key Concall Highlights* *CMP: INR [---] Market Cap: INR [--] bn* *Outlook: Healthy growth of blends business is helping mitigate the loss in Performance chemicals side. Adding the Vanillin concerns with Chinese oversupplies we would remain neutral till better prospects are visible*. *Management Guidance*: *The Management is looking into changing the Product mix of CFS Europe plant which had to be shut down from Hydroquinone and Catachol to NEHQ and Glycol as only the Raw material is different from Phenol to Anisole apart from the processes being very much the" [X Link](https://x.com/abhishekcjain/status/1721714531158901109) 2023-11-07T02:21Z [----] followers, [----] engagements "Seamac cmp INR [---] worst seems over The daily rates are continuing in upward mode with some one offs in last quarter As per Industry channel checks the current utilisation is very strong Buy for price objective of INR [----] We are hosting call tomorrow at [--] am" [X Link](https://x.com/abhishekcjain/status/1721744531258044728) 2023-11-07T04:20Z [----] followers, [----] engagements "*Welspun Corp Q2FY24 First Cut* *CMP: INR [---] Market Cap: INR [-----] Bn Promoter: 49.96%* *(Arihant Capital)* *Results continue to be a strong beat on estimates for 3rd quarter in a row. Topline EBITDA and margins all beat. Surprise announcement is that company sold part of East Pipes Integrated Company. Clarification awaited on call tomorrow* *Operating Metrics (Consol)* *Revenues* came in at INR [-----] Mn (-0.24% QoQ) (+106.7% YoY) *(Vs our estimate of INR [-----] Mn)* *EBITDA* came in at INR [----] Mn (Vs [----] Mn QoQ) (Vs [-----] YoY) *(Vs our estimate of INR [----] Mn)* *EBITDA Margins* came in at" [X Link](https://x.com/abhishekcjain/status/1722219217590841641) 2023-11-08T11:47Z [----] followers, [----] engagements "*Sansera Engineering Ltd-Q2FY24 First Cut* *CMP INR 855Market Cap INR [-----] Mn* *Slightly weaker set of Numbers due to High base in Q2FY23; Contraction in margin QoQ led by higher other expenses (+10% QoQ/ +13% YoY)* Consolidated revenue from operations grew by +9% YoY/4.9% QoQ stood at INR [----] mn in Q2FY24 below our estimate of INR7004 mn. The revenue growth led by the international business has experienced an impressive growth of 40% YoY EBITDA for the quarter stood at INR [------] Mn against our estimate of INR [----] Mn registered growth of 9% YoY/ 2.98% QoQ. The companys EBITDA margin is" [X Link](https://x.com/abhishekcjain/status/1722304505226879353) 2023-11-08T17:26Z [----] followers, [----] engagements "*BMW industries Company Update* CMP: INR [----] Market Cap: [---] Bn Promoter: 74% Arihant Capital Company has talked about 10x growth in next [--] years Tata steel is largest client for the company Company has entered into TMT segment *We are hosting call for the company today at 4pm* *Link to the call:* *Dial in*: +91 [--] [----] [----] +91 [--] [----] 8826" [X Link](https://x.com/abhishekcjain/status/1722519895030841503) 2023-11-09T07:42Z [----] followers, 11K engagements "*Ashoka Buildcon Ltd - Q2FY24 Concall Highlights* CMP: INR [---] Market Cap: INR [--] Bn *Short summary:* FY24 revenue growth expected at 15%. Expects to win INR 40-50 bn worth of projects in H2. Margins would move to double digit in the 10-11% by Q1FY25. Toll collections in some of the assets continues to be robust and accordingly there is strong investor interest for the same. *Detailed commentary* *Financial highlights:* Consol Revenue/EBITDA/PAT came in at INR [-----] bn (+19% y/y) / INR [----] mn (+26% y/y) / INR [---] bn (+81% y/y). EBITDA margin came in at 26.7%. Total consol debt as Sep end was" [X Link](https://x.com/abhishekcjain/status/1722664385083228635) 2023-11-09T17:16Z [----] followers, [----] engagements "Adding Campus Shoes at INR [---] Decent commentary on call Q2 impacted by delay in festive sales Guidance of [---] mn pair vs [---] mn pairs" [X Link](https://x.com/abhishekcjain/status/1722827859063128202) 2023-11-10T04:05Z [----] followers, [----] engagements "*Campus Activewear Time to buy* Q2FY24 Quick KTAs* *CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 3.84* *Arihant Capital* Strong Guidance Guidance of [--] mn pairs vs [---] mn pairs lin H1 (25 Mn pairs ) Margins bottom out in Q2 Good start to Festive Quarter Focus on Premiumisation Sales volumes for Q2 were down 28% to 3.9mn pairs as discretionary spending was subdued for the quarter. With festive demand being pushed back to Q3 we expect to see a surge in volumes then. They will attempt to close the year at 35mn pairs vs 25mn last year. A&P spends to remain high- at 5-6% for the foreseeable" [X Link](https://x.com/abhishekcjain/status/1722854578855833835) 2023-11-10T05:51Z [----] followers, [----] engagements "*G R Infraprojects Ltd - Q2FY24 Concall Highlights* *Short summary:* Guidance for orders inflow and revenue growth have both been cut to half of what was initially guided. Grin particular is facing some challenges with slow reg process on some projects impacting execution over and above the sector wide issue of lack of tendering. However balance sheet remains strong to be able to gear up to grab larger higher equity contri projects when tendering picks up pace. *Detailed commentary* *Financial highlights:*.Revenue/EBITDA/PAT came in at INR16.3 bn (-11% y/y) / INR [---] bn (-25% y/y) / [---] bn" [X Link](https://x.com/abhishekcjain/status/1722961287578325331) 2023-11-10T12:55Z [----] followers, [----] engagements "*ABFRL Q2FY24 Concall KTAs* CMP: INR [---] Market Cap: INR [---] Bn Promoter: 55.45% *Pantaloon:* Margins impacted due to high cost inventory liquidation during EOSS. Value fashion and lower tier markets remain subdued. Performance impacted further due to shift in festive seasons Eastern region of India saw double digit de-growth due to shift of Pujo to Q3 while Non-eastern regions did well. Retail LTL @-15% for Q2FY24 reflecting subdued demand. [--] stores added in Q2 Target to add net [--] to [--] stores in FY24 *Ethnic:* JAYPORE: Retail revenue +49% YoY added [--] new stores @ [--] stores Shantanu &" [X Link](https://x.com/abhishekcjain/status/1723278189273944493) 2023-11-11T09:55Z [----] followers, [----] engagements "Lot of people would say Management is bad not a quality management stock would be go down like anything never did anything before . Same people would buy at [---] Welspun Corp is one example We would book some partial profits today at [---] but INR [----] is also possible" [X Link](https://x.com/abhishekcjain/status/1723716034165612806) 2023-11-12T14:55Z [----] followers, [----] engagements "*Sansera Engineering Ltd Q2FY24 Result UpdateRating: Buy* Report *Sansera Engineering Ltd reported slightly weaker set of Numbers due to High base in Q2FY23; Contraction in margin QoQ led by higher other expenses (+10% QoQ/ +13% YoY). Consolidated revenue from operations grew by +9% YoY/4.9% QoQ stood at INR [----] mn in Q2FY24 below our estimate of INR7004 mn. The revenue growth led by the international business has experienced an impressive growth of 40% YoY. EBITDA for the quarter stood at INR [------] Mn against our estimate of INR [----] Mn registered growth of 9% YoY/ 2.98% QoQ. The companys" [X Link](https://x.com/abhishekcjain/status/1723957910307500268) 2023-11-13T06:56Z [----] followers, [----] engagements "*Adani Wilmar Ltd- Stock Idea* CMP INR 296; Mcap INR [---] bn *Outlook: Positive* *Time to BUY recovery in Q3 in performance and profitability* *Palm oil prices bottomed out* Channel check indicate strong demand Margins to improve substantial from current levels. _Q2Fy24 concall KTAs_ *On console basis* Revenues stood at INR [-----] down by -13% yoy/-5% qoq EBITDA at INR 144cr down by -43% yoy/+10% qoq PAT at INR -131cr *Segment wise performance* Edible oil degrew by -19%yoy/-8% qoq food and fmcg grew by +26%yoy/ +17% qoq industry essentials grew by 2% yoy. in terms of profitability food and fmcg" [X Link](https://x.com/abhishekcjain/status/1725016985464152520) 2023-11-16T05:04Z [----] followers, [----] engagements "*Time To Wrap up - All good things come to an halt * *Link to Portfolio*: We believe this is the time to wrap up our Arihant young India portfolio launched on 26th December [----] with a *tremendous performance of 83.08%* 📈 (excluding dividend) against the benchmark Sensex500 index return of 14.4% *Arihant Capital Markets Ltd*" [X Link](https://x.com/abhishekcjain/status/1725065687255703762) 2023-11-16T08:18Z [----] followers, 23.1K engagements "I am with you Team India u have given lot of good reasons to celebrate than why should I not support you when you are down. And believe me it's not a game it's emotions of [---] billion Indians Come back team India much stronger. @BCCI" [X Link](https://x.com/abhishekcjain/status/1726432993202565313) 2023-11-20T02:51Z [----] followers, [----] engagements "Maiden Forging call : Maiden forging likely to announce its land deal in next [--] days can be a very big play for investment . May see debt reduction in big manner. In H2 they can do INR [---] crore sales as per our understanding *Maiden Forgings Quick KTAs* H1 monthly sales runrate of 17-18 Crs. Sept onwards it is INR [--] Crs and aim to reach runrate of INR 25-26 Crs by January. *H2 shall be much better* Inventory levels high due to deliveries coming up. Added 50-60 clients in last month. NYSE listed client (recently added) has potential to contribute INR 2-3 Crs per month. (2 containers already" [X Link](https://x.com/abhishekcjain/status/1726503226940313813) 2023-11-20T07:30Z [----] followers, 12K engagements "*Thomas Cook India Stock Update* *Rating: BUY CMP: INR [---] TP: INR 210* *Arihant Capital* Inbound travel is robust especially short haul travel. This momentum is expected to continue. No new acquisitions planned all cash generated will go toward reducing debt (they aim to become debt free in the next 2-3 years and are already net debt negative) and some technology development and equipment for DEI. There is no major capex planned across the [--] other businesses. Gross Margins in the corporate travel business to improve by 100-200bps to 18-19% going ahead from decreasing share of low margin" [X Link](https://x.com/abhishekcjain/status/1727146085397999714) 2023-11-22T02:04Z [----] followers, [----] engagements "*Rain Industries Ltd.* *CMP: INR [---] Market Cap: INR [--] bn Outlook: Positive* Arihant Capital Markets Ltd The companys Calcined Pet Coke Prices have started to show an uptrend after falling over last year. CPC forms around 40% of their revenue and higher realizations of CPC will enhance Rain Industries margins as prices of Brent Crude have corrected by more than 10% from the September highs. The company has refinanced their long term debts in Aug [----] in order to reduce the interest payments and reduce their overall Cost of Debt by 350-400 bps by extending their LT debt to FY28-29 and issuing" [X Link](https://x.com/abhishekcjain/status/1727208581827875002) 2023-11-22T06:13Z [----] followers, [----] engagements "*AXISCADES Technologies Ltd_Q2FY24 Result Update Rating: Accumulate* Report *AXISCADES Technologies reported a decent set of numbers in Q2FY24: Reported revenue of INR [----] Mn (Up 17.7% QoQ/ up 29.8% YoY) above our estimate of INR [----] Mn by an increase in Automotive PES Energy and Defence vertical*. *Adjusted EBITDA Margin expansion driven by improvement in operating metrics*: Adjusted EBITDA margin contraction by 118bps QoQ/ +179bps YoY at 14.2% against our estimate of 16.6% led by an increase in operating income. The material cost has increased +51.8% QoQ/+78.9% YoY and stood at INR [---] Mn" [X Link](https://x.com/abhishekcjain/status/1727339744101548210) 2023-11-22T14:54Z [----] followers, [----] engagements "We are booking profits in Sw solar and adding [--] small caps" [X Link](https://x.com/abhishekcjain/status/1727897235562938520) 2023-11-24T03:49Z [----] followers, 11.1K engagements "Small cap idea Nikhil Adhesive limited INR [---] for 3x Add in tranches Ginni Filament Value Migration play capex to add INR [--] billion sal3 We recom at INR [--] add in tranches" [X Link](https://x.com/anyuser/status/1727986134318567464) 2023-11-24T09:42Z 19.8K followers, 56K engagements "raymond cmp INR [----] no change in business fundamentals no impact on segment wise business company has trimmed debt in big manner by selling non core business Good time to add avoid market forwards ( worst case scenario she may file domestic abuse case) We have price objective of INR [----] for the stock" [X Link](https://x.com/abhishekcjain/status/1729430848896967018) 2023-11-28T09:23Z [----] followers, 25.1K engagements "Initial recom at INR [---] *Eco Recycling Ltd - Q2FY24 Concall KATs* *CMP: INR [------] Market Cap: INR [----] Mn* *Financial Performance :* -Net profit increased by 78% YoY/30% QoQ. -This growth is attributed to the increasing awareness of E-Waste recycling and corporate engagement in responsible E-Waste management. *Revenue Mix:* -The company's revenue mix for FY23 or FY24 includes three main categories: recycling refurbishment and EPR (Extended Producer Responsibility) fees. -Approximately 60-65% of revenues come from recycling with the remaining from refurbished equipment. -EPR fees account for" [X Link](https://x.com/abhishekcjain/status/1729530364979491026) 2023-11-28T15:59Z [----] followers, [----] engagements "Camlin Fine Chem cmp INR [---] worth on radar Federal Mogul Goetze turnaround continues to play Note soon" [X Link](https://x.com/abhishekcjain/status/1730097255263224231) 2023-11-30T05:31Z [----] followers, [----] engagements "shaily engineering cmp INR [---] Shaily engineering Furniture business has largely bottomed out and pharma business will keep on getting bigger with new launches . Margins will expand and can see good revenue growth for next few Years" [X Link](https://x.com/abhishekcjain/status/1730477849327309029) 2023-12-01T06:44Z [----] followers, [----] engagements "What is changing in Thomas Cook & How it comes out of winner post covid. YOLO is key change post Covid. Average age of Travellers has come down from 40-50 to 30-40 range. People need reassurance of offline while spending large amount of money hybrid is better module in India where value of money & wanted to travel multiple places Several competitors are out of business consolidation in industry seen post covid with smaller players out shortage of staff is possible in some industry. Rebound has surprised some of the channel partners. Size & offering plays bigger part in the segment and bigger" [X Link](https://x.com/abhishekcjain/status/1730683623416668218) 2023-12-01T20:21Z [----] followers, [----] engagements "so EVMs have been tampered in MP & Rajasthan while working fine in Telangana 😉#StateElections" [X Link](https://x.com/abhishekcjain/status/1731176412508454969) 2023-12-03T04:59Z [----] followers, [----] engagements "There is an old saying that "Market knows everything" and these assembly election proves right this time also. Markets have been witnessing smart rally since last few weeks & mega rally in mid caps small caps & micro caps since last few weeks. So *Whatnext* now We may see rally to extend further going forward. But we need to be cautious while investing in markets & should be careful post this rally. We have advised in our whatnext segment in March end to go long in big manner. We believe this BJP victory would see push rally further in some of the capex infra psu stocks. biggest positive from" [X Link](https://x.com/abhishekcjain/status/1731290200540848539) 2023-12-03T12:32Z [----] followers, [----] engagements "*Nikhil Adhesives Limited Sales Note* *CMP:* *INR 125* *Mcap:* *INR [----] Mn* *Outlook:* *Positive* *Report Link:* Nikhil Adhesives a multi-product company based in Mumbai was founded in [----] and produces markets and exports a range of adhesives and emulsions for use in a variety of applications. Additionally it trades chemicals used in the adhesive and emulsion industries. The company has [--] warehouses and [--] manufacturing units. *Product Portfolio* The company produces and markets goods in two categories: consumer goods and industrial items. It includes paint emulsions textile emulsions and" [X Link](https://x.com/abhishekcjain/status/1731644113349685310) 2023-12-04T11:58Z [----] followers, [----] engagements "*Seamec Ltd Initiating Coverage CMP: INR [---] TP: INR [----] Upside: +50.8%* *Please find the complete report: *Investment rationale* *Long-term contracts show business visibility:* Seamec owns and operates [--] Diving Support Vessels (DSV) for facilitating complex subsea operations. Seamec has long-term contracts of [--] to [--] years with clients for DSV which shows business visibility. The company is participating in ONCG tenders and is getting the contracts. The global players are not interested in Indian markets. Seamec is the major listed player to get contracts from ONCG. ONGC is expected to" [X Link](https://x.com/abhishekcjain/status/1731645044686307775) 2023-12-04T12:02Z [----] followers, [----] engagements "Please dont spread hate in the name of North Indian & South India now. We all are Indians BJP has won more seats than Congress in South in LS. Congress has won in Punjab & HP also. Stop spreading divisive politics" [X Link](https://x.com/abhishekcjain/status/1732116575732498889) 2023-12-05T19:15Z [----] followers, [----] engagements "*Maiden Forgings Investor Call KTAs* *CMP: INR [---] Market Cap: INR [---] Bn Promoter: 73.37%* Arihant Capital *Q2FY24 Result Update:* *Clients:* The large NYSE listed client has potential of giving business worth INR 20-30 Mn per month. In November company completed trial order of INR 8-10 Mn and is expected to receive the next order in 2nd week of December. *The order size is expected to be 15-20 Mn.* The order was for combined products (nail and SS products) *Additionally company is in advance talks with Miles (Kangaro brand) for sale of nails under brand of Maiden.* This will be for domestic" [X Link](https://x.com/abhishekcjain/status/1732369881608388803) 2023-12-06T12:02Z [----] followers, [----] engagements "we like Avro India the companys recycling plant would lead to massive surge in margins Fy [--] company is expected to post pat of INR [--] crores" [X Link](https://x.com/abhishekcjain/status/1732640723785372045) 2023-12-07T05:58Z [----] followers, [----] engagements "*Muthoot MicroFin Meet KTAs* The meeting was represented by Mr Sadaf Sayeed (CEO) Mr Praveen T (CFO) Mr. Udeesh Ullas (COO) and Thomas Muthoot (MD). At the meeting they gave a few highlights about the company and how the change in RBI regulations will help them grow. *Key Highlights* Muthoot MicroFin is in the business of microfinancing with a *focus on low income group customers*. They are into *joint group lending* which reduces their risk of default. Group lending is done to a group of [--] [--] females with a tenure of upto [--] months. Muthoot MicroFin Ltd is a *technology focused" [X Link](https://x.com/abhishekcjain/status/1733384866082037841) 2023-12-09T07:15Z [----] followers, [----] engagements "Where is the Value for investor like us Margin of safety in current Equity Market. finding needle in the haystack" [X Link](https://x.com/abhishekcjain/status/1734158327897350361) 2023-12-11T10:28Z [----] followers, [----] engagements "Tactical Idea *Zuari Industries - Buy* *CMP: INR [---] Market Cap: INR [---] bn* Detailed Note soon" [X Link](https://x.com/abhishekcjain/status/1734797597410554096) 2023-12-13T04:49Z [----] followers, [----] engagements "*Route Mobile Ltd Management Concall KTAs* *CMP INR [----] Market Cap INR [-----] Mn* *Deal Wins and Strong Pipeline*: Anticipating a good performance in Q3FY24 compared to the previous year driven by a good deal wins and a strong pipeline. *Expansion into UK Region with Amazon Deal*: Securing Amazon for the UK region is a significant achievement and its impact is expected to unfold from Q4 onwards. *Lucrative Vodafone Deal*: A substantial US$100 mn in revenue is from the Vodafone deal scheduled to materialize in Q4FY24 (March). *ILD Volume Challenges*: Despite a slight downturn in ILD volume the" [X Link](https://x.com/abhishekcjain/status/1734889654795776499) 2023-12-13T10:55Z [----] followers, [----] engagements "Vaibhav Global UK acquisition Mind ful souls can lead to Ebidta of USD [--] mn in Fy25 & revenue of USD [--] mn ( Potential of USD 60-80 mn in next [--] years) They have acquired assets at GBP [--] mn & already break even We have price objective of INR [---] for the stock" [X Link](https://x.com/abhishekcjain/status/1735168196599013500) 2023-12-14T05:21Z [----] followers, [----] engagements "zydus well ness cmp INR [----] market share gains in Glucon D Sugar free Gaining market share from Bournvita also stable input cost and recent hikes would lead to margin positive Only FMCG company available at 19.7x FY26 EPS valued at 40x atleast with stable margins Promoter continues to buy the share from market Can buy for price objective of INR 3120" [X Link](https://x.com/abhishekcjain/status/1735210866394464741) 2023-12-14T08:11Z [----] followers, [----] engagements "*Zuari Industries Ltd (ZIL) Sales Note* *CMP: [---] Market Cap: [---] bn Target Price: INR 671* *Huge Opportunity Unlocking from Investments Book & Monetization of Land Bank* Link to Report: *Outlook: We expect the SPE business will remain stable in the future as the recent order on the prohibition of use of Sugar syrup for ethanol production will not affect their sugar business. ZIL has land bank of [---] acres in South Goa and at a conservative valuation of INR [--] Mn per acres of value the monetization of land will help reduce their debts substantially in the near to medium term. The Associates" [X Link](https://x.com/abhishekcjain/status/1735219925407420464) 2023-12-14T08:47Z [----] followers, [----] engagements "*Vaibhav Global Stock Update* *Arihant Capital* *CMP: INR [---] MARKET CAP INR [----] CR TTM EPS: INR [----] PROMOTER HOLDING: 57.12%* *Mindful Souls acquisition:* Currently an [--] Mn EUR business with 10% PBT (low interest and depreciation). The EBITDA margins should improve to 17-18% when the synergies kick in (+5-6% to existing margins). Demand has increased post covid and the current back-end infrastructure is the same. They maintain 60-90 days of inventory and face no obsolescence issues. This business Is also growing its presence in the UK. This business contributes to 7-8% of the top line." [X Link](https://x.com/abhishekcjain/status/1735259814182465553) 2023-12-14T11:25Z [----] followers, [----] engagements "Poonawala [---] almost. Have been recom since long Avoid market noises is best strategy" [X Link](https://x.com/abhishekcjain/status/1735537479326048283) 2023-12-15T05:49Z [----] followers, [----] engagements "*BMW Industries Management Meet KTAs* *CMP: INR [--] Market Cap: INR [----] Bn Promoter: 73.99%* Arihant Capital We met the management of BMW industries here are our KTAs *Strong ramp up plans:* Company has CRM capacity of [--] Mn tonnes TMT facility of [------] tonnes and Pipes & Tubes facility of [------] tonnes. Company aims to ramp the capacity of Pipes & Tubes (P&T) to [--] Mn tonnes by FY26 with 65-70% capacity utilization and take the capacity utilization of TMT facility from 40% to 80%. The expansion in P&T will be gradual. Entire facility is for Tata Steel only. Company acts as a converter for" [X Link](https://x.com/abhishekcjain/status/1735674072309150055) 2023-12-15T14:52Z [----] followers, 22.1K engagements "@Rajsaveworld07 Really AGI initialization price was INR [---] & target is not intraday. Its [--] years.Also we gave trading sell for MCX & it was [--] pc down. Anyways u can ignore. mcx I am bearish but I gave sl also" [X Link](https://x.com/abhishekcjain/status/1736386641697386798) 2023-12-17T14:03Z [----] followers, [---] engagements "@Rajsaveworld07 my initial recom price is INR [--] & [--]. pls dont worry for our investors . corrections would come. u can unfollow us if not happy I just share within my limited abilities" [X Link](https://x.com/abhishekcjain/status/1736398171075658128) 2023-12-17T14:49Z [----] followers, [--] engagements "*WTi Cabs Pre IPO Conference KTAS* *Guidance* The top line expected to grow at 30-35% YoY. *About* The company was incorporated in [----] to emerge as leading player in India's urban mobility sector. The company has come a long way by strategic acquisitions and earned international acclaim as a leader in ground transport. They are present in major Indian cities and have varied service portfolio. *Business model* The company works on four models that is firstly the company its own cars and employs the drivers. Secondly driver owned cars and it gets attached to the company. Thirdly with small" [X Link](https://x.com/abhishekcjain/status/1736421502537679121) 2023-12-17T16:22Z [----] followers, [----] engagements "*Landmark Cars Ltd-Investor Day* *CMP INR [---] Market Cap INR [-----] Mn* *We attended Landmark Cars Ltd Investor Day on 19th December [----]. The event was attended by the investors and Analysts. The session was handled by the Chairman Executive Director and CFO*. *Expect H2FY24 will be better than H1FY24 the company credits strong partnerships with Mercedes-Benz and Mahindra & Mahindra alongside ambitious plans to double used car segment revenue by expanding scale and improving margins*. *Luxury Market Dynamics*: In the aftermath of the COVID-19 pandemic the luxury car market has rebounded" [X Link](https://x.com/abhishekcjain/status/1737897885654815136) 2023-12-21T18:08Z [----] followers, [----] engagements "@akhileshmak @Jatinvjain @nid_rockz pls understand the business ; Titan revenues are qualified under job work so margins are at [--] pc. can discuss in details happy to hear your thoughts" [X Link](https://x.com/abhishekcjain/status/1740557461634023802) 2023-12-29T02:16Z [----] followers, [--] engagements "Dear all please increase your cash exposure. we have done well till now & India would continue to do well but many stocks are moving ahead of fundamentals. kachra stocks are also moving request you all to increase cash exposure" [X Link](https://x.com/abhishekcjain/status/1740741507492315302) 2023-12-29T14:28Z [----] followers, 10K engagements "Take immense pride in finding one more value pick by my team Date Oct 10th ; Price was INR [---] *Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report* *CMP INR [---] Market Cap. INR [---] bn* *Target Price INR 439* *Link to Report*: https://t.co/miu4Wx9KC3 *INVESTMENT RATIONALE* *Bottoming out the Urea prices* The dynamics of urea prices substantially impact *Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report* *CMP INR [---] Market Cap. INR [---] bn* *Target Price INR 439* *Link to Report*: https://t.co/miu4Wx9KC3 *INVESTMENT RATIONALE* *Bottoming out the Urea prices* The" [X Link](https://x.com/abhishekcjain/status/1742533737324188069) 2024-01-03T13:09Z [----] followers, [----] engagements "*India Nippon Electricals Stock Idea* *CMP: INR [---] Market Cap: INR [-----] Bn Promoter: 70.37%* *Arihant Capital* India Nippon Electricals (INEL) is an auto ancillary player catering to [--] wheeler and [--] wheeler segment. The product portfolio includes electric ignition systems (flywheel magneto power boost regulator) controllers (ISG and EGR controller) and sensors. The company operates in electric as well as combustion engine. Key triggers: *Products:* INEL operates largely in 2W and 3W vehicles. Company has leadership position in electronic ignition system products and has also recently" [X Link](https://x.com/abhishekcjain/status/1742847614801047642) 2024-01-04T09:57Z [----] followers, 25K engagements "*Welspun Corp Business Update* *CMP: INR [---] Market Cap: INR [------] Bn Promoter: 49.96%* Arihant Capital Welspun Corp has announced cumulative receipt of orders to the tune of 150KMT (amounting to INR [--] Bn). This is on back of orderbook of [---] KMT (as on Q2FY24) amounting to INR [--] Bn. The new set of orders also include gas pipeline order in USA. *USA business generates much higher absolute EBITDA and EBITDA margins compared to India business.* All the orders (150 KMT) will be executed in FY24 and FY25 *Outlook*: There is no change in our outlook. We continue to be positive on Welspun Corp." [X Link](https://x.com/abhishekcjain/status/1742859447926657163) 2024-01-04T10:44Z [----] followers, [----] engagements "*Shyam Metalics - QIP Update* *CMP: INR [---] Market Cap: INR [------] Bn Promoter: 81.62%* Post QIP Promoter holding to be 75% or below Arihant Capital Shyam Metalics has launched a QIP (starting from 2nd January) with *floor price of INR 597.63.* The issue is currently open to receive bids and the company (QIP committee) will hold a meeting on or after 5th January to finalize the issue price and closing date of QIP issue. The *use of proceeds* are to repay borrowings at company level (INR [----] Bn) and investment in SSPL (INR [----] Bn) (also to repay subsidiarys borrowings). The company also aims" [X Link](https://x.com/abhishekcjain/status/1742869602399637751) 2024-01-04T11:24Z [----] followers, [----] engagements "Cancel your trips to Maldives if they are talking all anti India #BoycottMaldives #Lakshadweep #Andamans are better options" [X Link](https://x.com/abhishekcjain/status/1743810299105542247) 2024-01-07T01:42Z [----] followers, [----] engagements "*Chambal Fertilizers & Chemicals - Buyback* *CMP: INR [---] Market Cap: INR [---] bn TP: INR 439* Zuari Industries can be a big gainer *Outlook: We are expecting robust earnings for the Q3FY24 on account of price hikes of Urea by 42% and Di-ammonium Phosphate by 33% over previous quarter prices. We expect the company to post Net Profit of INR [---] bn for Q3FY24 and will be revising our estimates and TP post Q3FY24 earnings call*. *Chambal Fertilizers board has approved a buyback of [-----] mn shares (representing 3.74% of total shares) at a price of INR [---] per equity share* through the Tender Offer" [X Link](https://x.com/abhishekcjain/status/1744270686645067928) 2024-01-08T08:11Z [----] followers, [----] engagements "One company which I think can be on radar now is specialty restaurants" [X Link](https://x.com/abhishekcjain/status/1744273098302754866) 2024-01-08T08:21Z [----] followers, [----] engagements "Star health can be a good value pick with price objective of INR [---]. Add in tranches" [X Link](https://x.com/abhishekcjain/status/1744610903226716441) 2024-01-09T06:43Z [----] followers, [----] engagements "*TCS Q3FY24 Result First cut* *CMP INR [----] Market Cap INR [--------] Mn PE: 23.8x FY26E* *Beat estimate; decent deal wins* *Constant currency* (CC) revenue growth is up 1.7% YoY. *USD Revenue* growth +2.9% YoY/+0.98% QoQ to $7281 mn against our estimate of $7172 mn driven by Latin America (CC Growth of 13.2%YoY) *Reported revenue* of INR (up 1.49% QoQ/4% YoY) to INR [-----] Cr above our estimates INR [-----] Cr led by growth in Energy Resources and Utilities of 11.8% YoY in cc growth Regional Markets & Others grow by 19.2% YoY cc growth Life Sciences & Healthcare grow by 3.1% YoY and manufacture" [X Link](https://x.com/abhishekcjain/status/1745436142823211229) 2024-01-11T13:22Z [----] followers, [----] engagements "*Delta Corp Ltd-Concall KTAs Q3FY24* *CMP INR 150; Mcap INR 40.35bn* *The company reported weak numbers this quarter but long term growth roadmap on track* *Dip in revenues* This quarter the company witnessed -15.5% YoY/-14.4% QoQ dip in the revenues which can be mainly contributed due to impact of new GST rule Diwali being a dull season world cup impacted the visitations. Overall there were less visitors to Goa as compared to last year same period. *Visitations and demand* For India operations the visitations for Q3FY24 stood at [------] and for Q2FY24 the visitations stood at 129000" [X Link](https://x.com/abhishekcjain/status/1745635396279799825) 2024-01-12T02:34Z [----] followers, [----] engagements "*HDFC AMC Q3FY24 Concall KTAs* *CMP INR [----] Market Cap INR [-----] bn* *Growth momentum continues* *OUTLOOK* *The company exhibited favorable Q3FY24 results aligning with a sustained industry uptrend. The company's QAAUM witnessed a robust 24% YoY expansion surpassing the industry's 22% YoY growth. Additionally the company's SIP flows exhibited a commendable 17% QoQ increase outperforming the industry's 13% QoQ growth. Given these indicators we maintain a positive outlook on the company's market positioning amidst the ongoing industry expansion.* *Industry Highlights* *Industry QAAUM*" [X Link](https://x.com/abhishekcjain/status/1745635472863645809) 2024-01-12T02:35Z [----] followers, [----] engagements "Expect a strong quarter from Brokerages this quarter supported by strong core income. NiMs can remain flat on QoQ basis" [X Link](https://x.com/abhishekcjain/status/1745642648214614080) 2024-01-12T03:03Z [----] followers, [----] engagements "lack of service Rooms with flies & rude manager. @RadissonBlu Jaipur needs some improvement" [X Link](https://x.com/abhishekcjain/status/1746053181577232541) 2024-01-13T06:14Z [----] followers, [----] engagements "Vaibhav Global Company is hopeful to achieve USD [--] million each from new acquisitions. Should be able to do [--] pc plus CC growth in Fy25. Margins would be [--] pc plus . See small benefits of UK fta also. Amazing set up catering to both US & UK" [X Link](https://x.com/abhishekcjain/status/1746581934707499344) 2024-01-14T17:15Z [----] followers, 10.5K engagements "*5 Paisa Capital Ltd Q3FY24 Concall Highlights CMP INR [---] Market Cap INR [--] bn* *Industry Overview:* More than [--] Mn demat accounts open in 9MFY24. Approx. 7x growth from FY2020 to 9MFY2024 implying a good growth in the industry. Retail Derivative Average Daily turnover (ADTO) has seen an exponential rise at 100% CAGR from FY2020 to 9MFY2024. ADTO for 9MFY2024 stood at 105051Bn. Number of NSE Active clients have seen a rapid rise in the past [--] years from 10.8mn active clients in FY2020 to 35.3mn for 9MFY24. *Key company Highlights:* Client Acquisition: [----] lakhs (Out of which 89% STP) (+72%" [X Link](https://x.com/abhishekcjain/status/1746731562471960632) 2024-01-15T03:10Z 14.3K followers, [----] engagements "Ganesh Benzo Malabar put money at [---] cmp is IN 156" [X Link](https://x.com/abhishekcjain/status/1746822549164708065) 2024-01-15T09:12Z [----] followers, [----] engagements "*Jindal Saw Q3FY24 First Cut* *CMP: INR [---] Market Cap: INR [----] Bn Promoter: 63.26%* (Arihant Capital) *Strong performance all round exceptional growth in margin profile.* *Operating Metrics (Consol)* *Revenues* came in at INR [-----] Bn (+3.47% QoQ) (+9.65% YoY) *EBITDA* came in at INR [----] Bn (+22.95% QoQ) (+99.68% YoY) *EBITDA Margins* came in at 17.48% (Vs 14.71% QoQ) (Vs 9.6% YoY) *PAT* came in at INR [----] Bn (+41.5% QoQ) (+147.9 YoY) *PAT Margins* came in at 9.33% (Vs 6.85% QoQ) (Vs 4.12% YoY) *Sales Volumes:* *Iron & Steel Pipes* at [------] tonnes (+15.1% YoY) *Pellets* at [------] tonnes" [X Link](https://x.com/abhishekcjain/status/1747212396111028575) 2024-01-16T11:01Z [----] followers, [----] engagements "Tesla shares are down today as they have been cutting prices this time in Europe amid competition from Chinese players which are offering great products at lower price band. Any thoughts on massive fall possible in Tesla stock and can this lead to Tesla buying or investing into a different brand to counter ( probably Tata ) these risks Any thoughts" [X Link](https://x.com/abhishekcjain/status/1747611916460237254) 2024-01-17T13:28Z [----] followers, [----] engagements "To all the people who are talking about #BoycottMaldives wont be getting influenced by Maldives after some time. ( its a known fact many celebs are paid during covid to promote Maldives tourism) Jfyi we are still using Chinese phones. Please remember words of Maldivian President about India out campaign. So many celebs have recently travelled Maldives and many of them are paid by Maldives government" [X Link](https://x.com/abhishekcjain/status/1747652370300010880) 2024-01-17T16:09Z [----] followers, [----] engagements "*Behold The Emperor of all Emperors is back in all His glory*" [X Link](https://x.com/anyuser/status/1748382811818774594) 2024-01-19T16:32Z 19.8K followers, 12.9K engagements "Arihant super INR [---] ( Maintain [---] in long term) Book partial & shift to Sunteck" [X Link](https://x.com/abhishekcjain/status/1748572788229849573) 2024-01-20T05:06Z [----] followers, [----] engagements "*Allsec Technologies Stock Idea* *CMP: INR [---] Market Cap: INR [-----] Mn* *Allsec Technologies is one of the leading providers of outsourced solutions in customer engagement human resource operations sales and retention and quality assurance for businesses across varied industries. The company has strong market leadership in processing [--] Mn pay slips monthly. It employs [----] full-time equivalents across [--] interconnected service delivery centers. The company's revenue grew by 23.1% YoY basis to INR [----] bn in the financial year [----]. Revenue Mix*. DBS (Digital Business Services)" [X Link](https://x.com/abhishekcjain/status/1749296126799577258) 2024-01-22T05:01Z [----] followers, [----] engagements "*Allsec Technologies Stock Idea* *CMP: INR [---] Market Cap: INR [-----] Mn* *Allsec Technologies is one of the leading providers of outsourced solutions in customer engagement human resource operations sales and retention and quality assurance for businesses across varied industries. The company has strong market leadership in processing [--] Mn pay slips monthly. It employs [----] full-time equivalents across [--] interconnected service delivery centers. The company's revenue grew by 23.1% YoY basis to INR [----] bn in the financial year [----]. Revenue Mix*. DBS (Digital Business Services)" [X Link](https://x.com/abhishekcjain/status/1749303335147217089) 2024-01-22T05:29Z [----] followers, [----] engagements "STARLINK GETS NOD TO OFFER BROADBAND SERVICES IN INDIA: MINT This is negative for HFCL & Sterlite Tech in long term" [X Link](https://x.com/abhishekcjain/status/1749325683921416302) 2024-01-22T06:58Z [----] followers, [----] engagements "A company talks about 8x growth in [--] years I asked the company about logistics they revert dont mention about it stock would be 2x from here also. (focus on that stuff as per management). Recently raised money also. jai Ho SME stocks" [X Link](https://x.com/abhishekcjain/status/1749347613261062352) 2024-01-22T08:25Z [----] followers, [----] engagements "we upgraded price objective of Sunteck from INR [---] to INR [---] which gives an upside of [--] pc Detail note on email" [X Link](https://x.com/abhishekcjain/status/1749639508872826931) 2024-01-23T03:45Z [----] followers, [----] engagements "Krsnaa @670 we initiated today for INR [--] [--] target" [X Link](https://x.com/abhishekcjain/status/1750088618620956976) 2024-01-24T09:30Z [----] followers, [----] engagements "*Krsnaa Diagnostics Ltd. *CMP: INR [---] Market Cap: INR [--] bn TP: INR 1052* *Rating: BUY* Report Link: Krsnaa Diagnostics Ltd. operated in Tier [--] & Tier [--] cities providing diagnostic services from their centres across the country. The diagnostic chain earlier operated entirely from within the Government hospitals providing Radiology tests (CT Scan & MRI tests) to patients at a discounted price 45-60% rates lower than existing market rates and Pathology tests at 40-80% rates lower than B2C Peers. The diagnostic chain has total [----] centres and laboratories across India with [---] CT/MRI centres" [X Link](https://x.com/abhishekcjain/status/1750113003054199137) 2024-01-24T11:07Z [----] followers, [----] engagements "*Birlasoft(BSFOT) Ltd- Q3FY24 first Cut* *CMP INR 823Market Cap INR [------] Mn* *Impressive set of Nos; New deal wins remain muted as expected* *Birlasoft remains our top pick in the IT sector consistently outperforming the industry and continues to remain positive on the stock* *Birlasoft reported Q3FY24 revenues of USD [------] mn up 1.9% QoQ/8.7% YoY versus (Our estimate of USD [---] Mn). Constant currency (CC) revenue growth is up 1.8% QoQ above estimate of 1.6%. The company has reported consolidated revenue of INR [-----] Mn 9.9% YoY/ 2.5% QoQ in Q3FY24 above (Our estimate of INR [-----] Mn)" [X Link](https://x.com/abhishekcjain/status/1750128703173185787) 2024-01-24T12:09Z [----] followers, [----] engagements "buy Orient bell Ceramic for price objective of INR [---]. Detail note soon" [X Link](https://x.com/abhishekcjain/status/1750161826229150117) 2024-01-24T14:21Z [----] followers, [----] engagements "pls watch 26th January parade This year theme is Woman power so happy to see so many women in Indian forces @ArihantPlus" [X Link](https://x.com/abhishekcjain/status/1750760948917580168) 2024-01-26T06:01Z [----] followers, [----] engagements "Dear all My request for everyone on our contribution towards Viksit bharat & Safe Bharat Do not break any traffic rules we need to cross only on Zebra Crossing We would never go wrong side . Follow traffic rules ; Request for Government to make Zebra Crossing & Foot path we need to educate people to follow traffic rules please like and share @nitin_gadkari @Dev_Fadnavis @anandmahindra @Ajaya_buddy @YatinMota @VivekIyer72 @darshanvmehta1 @Devendra_Office @mieknathshinde @hvgoenka @ArihantPlus @sachin_rt @imVkohli #IndiaAt75 #HappyRepublicDay" [X Link](https://x.com/abhishekcjain/status/1750780413621281118) 2024-01-26T07:19Z [----] followers, [----] engagements "amazing movie Fighter ; #FighterMovie Hrithik Roshan is one of most underrated actor in bollywood" [X Link](https://x.com/abhishekcjain/status/1751191416297128004) 2024-01-27T10:32Z [----] followers, [----] engagements "Great day for Test Match Cricket West indies beating Australia in Australia What a comeback by England" [X Link](https://x.com/abhishekcjain/status/1751542239258722430) 2024-01-28T09:46Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@abhishekcjain Abhishek Jain
Abhishek Jain posts on X about market cap, india, stocks, investment the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] +167%
- [--] Month [-------] -11%
- [--] Months [-------] -8%
- [--] Year [---------] -46%
Mentions: [--] #
- [--] Months [---] +5.10%
- [--] Year [---] -48%
Followers: [------] #
- [--] Week [------] +0.08%
- [--] Month [------] +0.46%
- [--] Months [------] +6.20%
- [--] Year [------] +11%
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Social Influence
Social category influence currencies finance countries stocks technology brands automotive brands travel destinations gaming social networks cryptocurrencies
Social topic influence market cap, india, stocks, investment, pc, debt, acquisition, ipo, business, finance
Top accounts mentioned or mentioned by @arihantplus @jtsingh194 @arihantmiraj @arihantharshit @arihantcapital @nsitharaman @narendramodi @pmoindia @inr @grok @arihantinstitu1 @ajayabuddy @yatinmota @vivekiyer72 @mrmayank @hindenburgres @100 @163 @26000 @darshanvmehta1
Top assets mentioned Microsoft Corp. (MSFT) Stellar (XLM) Rally (RLY) Alphabet Inc Class A (GOOGL) Accenture (ACN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Asset Manager stock returns in [----]. Schwab: -18% Blackrock: -22% Franklin: -23% Federated Investors: -23% State Street: -34% Eaton Vance: -36% Janus: -43% Invesco: -52% Affiliated Managers Group: -52% Och-Ziff: -61% India seems a better place now"
X Link 2019-01-03T13:10Z 14.4K followers, [--] engagements
"Taro buyback of USD 225mn is likely to have positive impact on Sunpharma. Lets see"
X Link 2019-11-18T03:32Z 18.6K followers, [--] engagements
"Buy hgsl cmp INR [---] [----] as BTST. Illiquid so do small"
X Link 2019-11-21T09:17Z 14.4K followers, [--] engagements
"Big buyers in Zee block GOVERNMENT OF SINGAPORE - [---] cr SOCIETE GENERALE - [---] cr SBI MUTUAL FUND - [---] cr JNL INVESCO - [---] cr BLACKROCK - [---] cr SMALLCAP WORLD FUND - [---] cr NORGES BANK - [---] cr HSBC - [---] cr KEY SQUARE - [---] cr FIDELITY - [---] cr"
X Link 2019-11-21T17:57Z 14.4K followers, [--] engagements
"Mayur Uniquoter cmp INR [---] is ready to fly and proxy play of Indian auto segment and company enjoys strong balance sheet . Strong Clientale of company include GM Chrysler and Ford apart from domestic clients like MUL & Hyundai etc"
X Link 2020-01-06T03:34Z 14.4K followers, [--] engagements
"Time to add ICICI bank [---] with CSL of [---] for target price of [---]. Time to Add Axis Bank [---] and [---] csl [---] T [---]. Market looking for a bounce back"
X Link 2020-05-22T08:33Z 14.4K followers, [--] engagements
"See the reaction on donation of. PKR [---]. If they would have given [----] than anchor would have got heart attack"
X Link 2020-06-09T12:16Z 14.4K followers, [--] engagements
"Added small IT stocks . Infy at [---]. Techm at [---] Lets see. Icici bank is good sell at [---] and axis close to [---] levels"
X Link 2020-06-12T07:00Z 14.4K followers, [--] engagements
"Shilpa Medicare recom yesterday at INR [---]. Detail note on my blog. Good portfolio pick post blocks"
X Link 2020-09-05T03:24Z 14.4K followers, [--] engagements
"Urban Ladder have raised money from SAIF Partners Steadview Capital Sequoia Capital Ratan Tata Kalaari Capital Valued at [----] cr (2018) & [---] cr (2019) Reliance bought 96% for [------] cr. Hope sanity prevails in tech stocks post Jabong Freecharge and Urban ladder"
X Link 2020-11-15T09:16Z 14.4K followers, [--] engagements
"Vindhya Tele cmp INR [---]. One of large beneficiary of 5g Cash and investment value around INR [----] cr plus. Market cap of [---] cr Should do Eps of [---] plus"
X Link 2020-12-01T08:35Z 18.6K followers, [--] engagements
"Bull Market IPOs"
X Link 2021-03-16T21:02Z 14.4K followers, [--] engagements
"Q4FY21 Earnings Call of Take Solutions Ltd. Friday 25th June [----] at [----] PM IST. Universal Dial-In +91 [--] [----] 1466/ +91 [--] [----] [----] Pls be on the call"
X Link 2021-06-25T10:32Z 14.3K followers, [--] engagements
"BANDhan bank :Stock is down [--] pc from recom price. We tried our research to be more grounded than just following numbers. We have given exit call at INR [---] and booked gains at INR [---] when a large MNC brokerage upgraded the stock. @ArihantInstitu1 @ArihantCapital"
X Link 2022-07-08T20:03Z 14.4K followers, [--] engagements
"Boeing Co the aircraft maker said its deliveries were the highest for a month since March [----]. American Airlines said its second-quarter revenue would be above pre-pandemic levels a welcome [--] industry as it tries to juggle traffic demand staffing shortages & rising costs"
X Link 2022-07-13T11:15Z 14.4K followers, [--] engagements
"12.75 high. index fund [--] % in [--] days. Mahktech buy around 10.4-9 for [--]. Mahktech buy around 10.4-9 for 16"
X Link 2022-11-15T02:11Z 14.5K followers, [--] engagements
"@glory_shivaji @ArihantCapital Its a bad buy as per market estimates. We dont have coverage"
X Link 2023-04-25T09:46Z 14.5K followers, [--] engagements
"Elecon Engineering Q4FY23 Concall Highlights Elecon Engineering CMP: INR [---] Mcap: INR 48.06bn Revenue and Margins The company is targeting INR 20bn revenue and a 22% EBITDA margin in FY24 on consolidated levels. Provisions The company has made provision for INR 72.8mn related to GST input credit and lower utilizations; INR 25mn for Inventory provision. Bad debt is part of the settlement agreement with customers and a one-off of INR 65mn The one-off expenses led to a decrease in gross margin levels. International business The Europe business is expected to grow 30% to 40% despite of"
X Link 2023-04-29T10:44Z 18.6K followers, [----] engagements
"Neogen Chemicals Ltd Q4FY23 Conference Call Highlights CMP INR [----] Market Cap INR 36756mn Financials Revenue for Q4FY23 stood at INR 2039mn against INR 1568mn in Q4FY22 (+30% YoY). EBITDA stood at INR 326mn in Q4 against INR 266mn in Q4FY22 (+225 YoY). PAT stood at INR 143mn against 157mn in Q4FY22 (-9% YoY). Margins EBITDA margins for Q4FY23 stood at 16% a decline of 100bps YoY. The margins declined due to fluctuations in RM costs. Revenue Mix Organic chemicals accounted for INR 138mn in Q4FY23 (+39% YoY) this growth was mainly volume driven and Inorganic chemicals accounted for"
X Link 2023-05-15T13:17Z 18.6K followers, [----] engagements
"LT Foods Ltd Q4FY23 Conference Call Highlights CMP INR [-----] Market Cap INR 40177mn Financials Revenues for Q4FY23 stood at INR 18360mn against INR 15370mn in Q4FY22 (+ 19% YoY). EBITDA stood at INR 2100mn in Q4FY23 against INR 1630mn in Q4FY22 (+29% YoY). PAT stood at INR 1320mn (+75% YoY). The revenue growth was led by scaling up of sales of Basmati and other speciality rice and Health Business. Reduction in freight cost and Efficiencies at manufacturing level led to increase of EBITDA and PAT. Margins Gross margin for Q4FY23 stood at 33.2% against 33.5% in Q4FY22 (-30 bps YoY)."
X Link 2023-05-19T06:40Z 18.6K followers, [----] engagements
"Dear all Pls dont use Chinese stuff. Again a request We have [--] soldiers martyered in Galwan valley [--] years back One plusMakemytrip MG Motors are all Chinese companies. China is moving towards hegemony. @makemytrip @MGMotorIn @OnePlus_IN #avoidchina"
X Link 2023-06-15T18:34Z 12.4K followers, [----] engagements
"Upl cmp INR [---] Q1 is to be weak I think one can start in tranches with RM pressure easing off and channel inventory taper off from Q1 onwards. Brokerages expected to deliver better results operationally ex one offs as volumes to pick up. Aditya Birla money & others on radar"
X Link 2023-07-11T05:14Z [--] followers, [----] engagements
"@RohitJain700 I dont know about him This is our view"
X Link 2023-07-11T12:33Z [----] followers, [--] engagements
"We are happy scoring against a team which is out of World Cup with an average of below [--] per over. We need to be aggressive if we wanted to lead in Test Cricket. Now whole world would talking about high scores of @ImRo45 but against a third grade bowling attack. Not to demean"
X Link 2023-07-13T17:34Z [----] followers, [----] engagements
"Can Fin Homes Q1FY24 Concall KTAs CMP INR [------] Market Cap INR [------] Bn Reported Strong Results. Financial Performance - Total Revenue for Q1FY24 stood at INR [----] Mn as compared to previous quarter INR [----] Mn (up by 10% QoQ up by 14% YoY). - NII Q1FY24 at INR"
X Link 2023-07-20T18:03Z [----] followers, [----] engagements
"Waaree Renewable Technologies Ltd Q1FY24 Concall Highlights Waaree Renewable Technologies Ltd CMP: INR [-------] Mcap: INR 30.19Bn Performance Metrics - Revenues came in at INR [----] Mn (+109% QoQ) (+35.7% YoY) - EBITDA came in at INR [---] Mn (-28.3% QoQ) (+22.5% YoY) - EBITDA Margins came in at 12.4% (-2380 bps QoQ) (-130 bps YoY) - PAT came in at INR [---] Mn (-22.6% QoQ) (+28.1% YoY) - PAT Margins came in at 11.8% (-2010 bps QoQ) (-70 bps YoY) Order Book - The current order book awaiting execution is 856 MW and is scheduled to be completed within the next [--] to [--] months. - In"
X Link 2023-07-29T17:03Z [----] followers, 13.3K engagements
"@ASL3002 Sir pls be client of @ArihantCapital for more customised advice. This is 3rd time i am replying on same stock pls. My recom price ia much lower plus we are still positive with update shared"
X Link 2023-08-01T14:16Z [----] followers, [--] engagements
"Harsha Engineers International Ltd Q1FY24 Concall KTAs CMP: INR [---] Market Cap: INR [----] Bn Performance (Consol) Revenue from operations stands at INR [----] Mn (+1.2%QoQ -13% YoY). EBITDA arrived at INR [---] Mn (-18% QoQ -16% YoY) with an EBITDA margin of 12%. PBT stands at INR [---] Mn (-25% QoQ -19% YoY). PAT stands at INR [---] Mn (-25% QoQ -20% YoY) with a PAT margin of 7%. Bushings The company has recorded new order in Q1FY24 for its bronze bushings and maintains a positive outlook for H2FY24. The company anticipates the bushings segment to contribute INR [---] Mn in FY24."
X Link 2023-08-01T19:09Z 14.3K followers, [----] engagements
"Welspun Corp Q1FY24 First Cut CMP: INR [---] Market Cap: INR [--] Bn Promoter: 49.99% (Arihant Capital) Results are a beat on our estimates both in revenues and EBITDA but tad disappointment in Saudi business (KSA was expected to delivery strong profits in Q1) Operating Metrics (Consol) Revenues came in at INR [-----] Mn (-0.02% QoQ) (+216% YoY) (Vs our estimate of INR [-----] Mn) EBITDA came in at INR [----] Mn (Vs [----] Mn QoQ) (Vs [---] Mn YoY) (Vs our estimate of INR [----] Mn) EBITDA Margins came in at 9.06% (Vs 10.33% QoQ) (Vs 2.24% YoY) (Vs our estimate of 9.11%) PAT came in"
X Link 2023-08-04T10:20Z [----] followers, [----] engagements
"Thomas cook. Superb performance & good things ; Just started"
X Link 2023-08-09T17:27Z [----] followers, [----] engagements
"Styrenix Performance Materials Ltd Q1FY24 Concall KTAs CMP: INR [----] Market Cap: INR [-----] Mn RM prices have bottomed out and are on an upward trend. Inventory shocks have been dealt with and will not be affecting performance going forward. Performance - Revenue from operations stands at INR [----] Mn (-12% QoQ-16% YoY). - EBITDA arrived at of INR [---] Mn (-23% QoQ -58% YoY). - EBITDA Margin stands at 9% ( [----] bps QoQ [----] bps YoY). - PBT arrived at INR [---] Mn (-26% QoQ -63% YoY). - PAT stands at INR [---] Mn (-24% QoQ -63% YoY). - PAT Margin arrived at 6% (-93 bps QoQ -739"
X Link 2023-08-16T02:18Z [----] followers, [----] engagements
"INR [-----] crore projects approved by government in one single day in raliways and E mobility. Kudos things are happening at much faster way. More action than talks. INR is not giving comfort to investors. Voda Idea call was a reality check for few over zeal investors. Company has talked about limited 5g capex & inability to raise capital. Merger with BSNL is a distinct possibility.loss of customer is sure and would continue. Yesterday we have upgraded cement stocks on demand recovery as per channel checks. Siyaram can be an interesting play Call we would like to hear would be Apex frozen"
X Link 2023-08-17T03:11Z [----] followers, [----] engagements
"I was in Indore As per discussions with localites ( generally Pro BJP) Congress has an edge over BJP"
X Link 2023-08-20T13:42Z [----] followers, [----] engagements
"Recent idea by Arihant team. This idea was initiated by a young intern and we did work afterwards. One more idea initiated by a young team member Jill Gosrani is Yash Pakka limited which is up almost [--] pc in short term. In Arihant team we respect work of young ones equally "
X Link 2023-08-22T10:09Z 19.8K followers, 34.5K engagements
"Thank you #ISRO #Chandrayaan3"
X Link 2023-08-23T13:15Z 12.3K followers, [----] engagements
"Have sold my last tranche of KPI green; Now management is running for fund raising. We played almost 15x in this stock"
X Link 2023-08-29T12:36Z [----] followers, 13.9K engagements
"Xpro India Management Interaction KTAs CMP: INR [---] Market Cap: INR [----] Bn XPro India is into polymer processing mainly broken down in [--] segments Coex (Coextruded) and Biax (BOPP) Films Presently the company owns and operates [--] manufacturing facilities [--] for Coex division in Uttar Pradesh and Maharashtra and [--] for Biax Division in Barjora West Bengal. Coex: Currently is the major contributor to revenues but margins are in range of 6-8%. Films are mainly used in white goods industries. The films are used in refrigerator doors and body. Growth is directly linked to growth in the"
X Link 2023-08-30T05:47Z [----] followers, [----] engagements
"Vishnu Prakash R Punglia Sales Note Rating: BUY Target Price: INR 214 *Please find the complete report: *Outlook & Valuation:*Vishnu Prakash RPungliahas a strong order book ofINR 37995mn (3.3x of FY23 revenue) as of15thJul [----] and execution within 24-30 months shows potential revenue visibility. The company is expected to grow at a CAGR of 35% over the period of FY23-26E on a conservative basis. The company is bidding on more projects with a conversion rate of 16%-18% and the company is expected to maintain an order book to bill of 3x going forward. The majority of IPO funds will be"
X Link 2023-09-05T09:19Z 18.6K followers, [----] engagements
"PSP Projects Ltd Management Meet Takeaways PSP Projects CMP: INR [---] Mcap: INR 29.47bn Revenue is expected to reach above INR 25bn in FY24E. EBITDA Margins are expected to be 13% to 15% due to execution of high margin larger projects. Working capital days stood at [--] days as of Q1FY24 and expected to reduce less than [--] days after Sep-23. The order book stood at INR 53.21bn (2.54x of FY23 TTM revenue) as of Q1FY24. The order inflow is expected around INR 3bn in FY24. The company is expected to maintain above INR 60bn of order book going forward. The company is majorly focused on above INR"
X Link 2023-09-06T02:48Z [----] followers, [----] engagements
"Sadly we are supporting superstar dialogue and not a COP who stand firm on his ground. One police officer did his duty & catches son of a superstar actor with drugs despite knowing about his connections. He has will to keep him under bar despite pressure. But thanks to Indian system he was charged him in corruption & removed from his job despite doing his duties.and Now he won the fake case against him accusing him for INR [--] crore bribe. But we are busy and supporting superstar when he called " Baite ko haath lagane se pehle baap se baat kar". Do we really belive the COP despite strong"
X Link 2023-09-10T07:10Z [----] followers, 23.7K engagements
"Shemaroo LC open Delta Corp Lot of smaller online players have shut the shop. Offline business doing very well. This stock would be a big big play"
X Link 2023-09-11T11:34Z 14.4K followers, [----] engagements
"Exports update Aug 23 Textiles Raymonds Indo Count Industries Kitex Garments and Gujarat Ambuja Exports witnessed double-digit growth in exports. S P Apparels and Gokaldas exports growth remain lower by single-digit growth while Alok Industries and Reliance Chemotex witnessed a double-digit decline in growth in Aug-23. Raymond exports grew by 46.4% YoY to INR 182mn (-22.6% MoM) in Aug-23. Indo Count Industries exports grew by 23.3% YoY to INR 3423mn (+87.5% MoM) in Aug-23. Gujarat Ambuja exports grew by 91.6% YoY to INR 1613mn (+17.7% MoM) in Aug-23. Kitex Garments exports grew by"
X Link 2023-09-16T09:12Z 19.8K followers, 55.3K engagements
"AGI Greenpac Quick Note CMP: INR [---] Market Cap: INR [--] Bn Promoter: 60.23% Target: INR [----] Rating: BUY Upside: 255% Arihant Capital We believe there is huge earning upside present in AGI Greenpac as they are in process of acquiring HNG. Post acquisition company will become the largest glass manufacturer in India. And once the operations are normalized the acquisition will provide huge jump to the companys EPS. Based on our preliminary study company is trading 7.8x FY26EEPS. *There is huge upside potential in the company as HNGs numbers will boost earnings and strengthen AGIs presence"
X Link 2023-09-18T13:36Z 19.8K followers, 63.4K engagements
"Proud to be Bhartiya/ Indian I like Mosaad Version of RAW"
X Link 2023-09-21T15:01Z [----] followers, [----] engagements
"More than [---] companies to be part of Arihants Bharat Rising star Conference. More than [---] institutions confirmed Thank you all.: Lets make it BIG Date [------] Sep"
X Link 2023-09-22T11:21Z [----] followers, [----] engagements
"Vaibhav Global acquisition is an interesting bet in UK should lead to company becoming second largest player in UK Trying to fetch more details but seems a good buy for long term with attractive price:"
X Link 2023-09-23T00:58Z [----] followers, [---] engagements
"Weekend Masti Who was your favourite WWE wrestler when u started watching WWE Mine was BRET HITMAN HART Pls put urs in comment section"
X Link 2023-09-23T17:40Z 14.4K followers, [----] engagements
"Delta corp added @142.5 big"
X Link 2023-09-25T04:49Z 14.5K followers, [----] engagements
"Black box limited is in Bharat Rising stars conference by Arihant Capital #Arihantcapital #Bharatrisingstar"
X Link 2023-09-26T01:43Z [----] followers, [----] engagements
"good time to add pratap food & best agro again"
X Link 2023-09-27T04:46Z [----] followers, [----] engagements
"Wipro can be a good pick at cmp of INR [---] Poonawala our model suggests selling exhausted worth on radar. Best agro use current weakness to add for portfolio we have price objective of INR [----] Accum Prataap snacks can be good bet at current levels. Yellow Diamond has been regaining some market share as per channel checks"
X Link 2023-09-27T07:34Z 19.8K followers, 52.7K engagements
"RPSG management is at our Bharat rising star summit - [----]. #Bharatrisingstar #arihantconference @ArihantCapital"
X Link 2023-09-28T07:56Z [----] followers, [----] engagements
"Very strong commentary from Insecticides & Punjab CHEM management. Agri offer good risk reward ratio for investors"
X Link 2023-09-29T06:02Z [----] followers, 11.1K engagements
"Parag Milk Foods Ltd at our Bharat rising star conference - [----]. #BharatRisingStar #ArihantConference @ArihantCapital"
X Link 2023-09-29T09:45Z [----] followers, [----] engagements
"People criticising Shivraj Singh Chohan should remember infrastructure of Madhyapradesh prior to him. 10-12 hours daily Electricity cuts atleast No Roads & mostly industries went to Chhattisgarh I really want BJP to win MP for the sake of development of my state. Pls share amongst your friends"
X Link 2023-10-01T02:12Z [----] followers, 24.2K engagements
"Pls watch Vaccine war once to support our Indian vaccine launch. Nice movie How so-called Indian journalists worked against our own vaccine"
X Link 2023-10-01T02:57Z [----] followers, [----] engagements
"Are they representing Canadian government May be than definitely Yes gov has already issued statement on same. However they have to oppose government so they can do democracy. No one talks about democracy when Canadian government support Terrorists in their country or Americans kill laden on Pakistani So stop making excuses of Democracy"
X Link 2023-10-02T11:51Z [----] followers, [---] engagements
"I am a big fan of fukray franchisee but when they talk about water issues which looks so fake ( second half movie drag) but when the vaccine war movie talks about real scientists people talk it as propaganda. So sorry for peoples mind which is full of hatred. I was not aware about a media promoting so much against Indian science & supporting foreign vaccine ( available on Google) & sadly they put same vaccine. We do not patent our processes to make money but sadly people wont understand it. Hate against our PM is too much for them in Manipur two communities both are Indians ( Congress talked"
X Link 2023-10-02T12:39Z [----] followers, [----] engagements
"Dollar Industries CMP: INR [---] Market Cap: INR [-----] Mn TP: INR 659 Backward Integration: 25-30% of total requirements are backward integrated. Price and Volume mix: there was a 12% revenue degrowth in Q1 with a 4% volume growth. We are looking forward to 13-14% revenue growth (with 11-12% EBITDA Margins with a 16-18% de-growth in ASP) steadily going ahead with a full year GM of 33% considering that RM prices have largely stabilized (50% of the total cost consists of yarn). Thermals: On a low base thermal sales are expected to be up 30-40% next year. Project Lakshya: The"
X Link 2023-10-05T09:03Z [----] followers, [----] engagements
"Synergy Green Industries Ltd & Arihant Capital Markets Ltd Bharat Star. via @YouTube #KNOWLEDGE #arihant #conference"
X Link 2023-10-05T12:37Z [----] followers, [----] engagements
"Buy Dreamfolks Our view margins to improve on QoQ basis. Gross margins may be better than company's guidance. We have upgraded the stock to buy from Hold with price objective of INR 650"
X Link 2023-10-06T08:27Z [----] followers, 16.8K engagements
"Walchandnagar out initial recom was at INR [--]. Many people whom I respect a lot has been in fund raising. Just a start::"
X Link 2023-10-06T12:33Z 14.5K followers, [--] engagements
"Arihants capital recent IPO offering listed in stock exchange yesterday Organic Recycling This is just for information not a recommendation"
X Link 2023-10-07T05:52Z [----] followers, [----] engagements
"Sukhjit starch management live @ArihantCapital"
X Link 2023-10-07T21:25Z [----] followers, [----] engagements
"Market is reacting as Israel -Palestine war impact is only on Indian markets"
X Link 2023-10-09T07:25Z [----] followers, [----] engagements
"We would let people fight on the name of caste like we are doing since last [--] years. ( National party talking about caste based census) #census Why people are supporting a terrorist organization #Israel_under_attack"
X Link 2023-10-10T00:27Z [----] followers, [----] engagements
"UPL Ltd. - Initiating Coverage Report CMP INR [---] Market Cap INR [---] bn Price objective INR [---] Link to report: INVESTMENT RATIONALE Anticipating Increased Demand in H2FY24 Across Different Regions In North America channel inventories are approaching optimal levels and are projected to improve further. The company foresees heightened demand in the upcoming third and fourth quarters which are traditionally peak seasons. Across LATAM the agricultural sector has expanded due to increased acreage and abundant available land along with reduced labor costs. This increase in acreage will"
X Link 2023-10-10T06:15Z [----] followers, [----] engagements
"Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report CMP INR [---] Market Cap. INR [---] bn Target Price INR 439 Link to Report: INVESTMENT RATIONALE Bottoming out the Urea prices The dynamics of urea prices substantially impact the profitability of companies in the fertilizer industry including CFCL. Thus understanding urea prices trajectory is paramount when assessing CFCL. One of the compelling aspects of CFCL's investment case is the apparent bottoming out of urea prices. The price of urea is influenced by a combination of factors including raw material costs energy"
X Link 2023-10-10T08:36Z [----] followers, [----] engagements
"Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report CMP INR [---] Market Cap. INR [---] bn Target Price INR 439 Link to Report: INVESTMENT RATIONALE Bottoming out the Urea prices The dynamics of urea prices substantially impact the profitability of companies in the fertilizer industry including CFCL. Thus understanding urea prices trajectory is paramount when assessing CFCL. One of the compelling aspects of CFCL's investment case is the apparent bottoming out of urea prices. The price of urea is influenced by a combination of factors including raw material costs energy"
X Link 2023-10-10T08:37Z [----] followers, [----] engagements
"HDFC AMC Q2FY24 Concall KTAs CMP INR [----] Market Cap INR [------] bn Industry Highlights Industry QAAUM increased by 9% QoQ/ 20% YoY to [--] trn. Actively managed equity oriented funds were at INR [----] trn with equity oriented index funds at INR [---] trn. Debt funds displayed healthy interest with QAAUM surging to INR [----] trn in Q2FY24 up from INR [---] trn in Q1FY24 (+5% QoQ +17% YoY). Net flows into equity oriented funds amounted to INR [---] bn as compared to [---] bn in Q1FY24 (+229% QoQ +29% QoQ) with increase in SIP flows by 9% QoQ/ 23% YoY to INR [---] bn. Business Highlights"
X Link 2023-10-12T15:54Z [----] followers, [----] engagements
"Anand Rathi Wealth Q2FY24 Concall KTAs CMP INR [----] Market Cap INR [----] bn Upward revision of guidance for FY24: Company has revised their revenue guidance from INR [----] bn to INR [----] bn. They have achieved more than 50% of guidance in H1FY24. PAT guidance revised from INR [----] bn to INR [---] bn. 54% of guidance in terms of profitability has already been achieved. AUM guidance revised from INR [---] bn to INR [---] bn. They have already surpassed their previous guidance with an AUM of INR [------] bn. Industry Highlights: The AUM to GDP ratio of India came at 16% which is"
X Link 2023-10-13T11:28Z [----] followers, [----] engagements
"Bank of Maharashtra Q2FY24 Concall KTAs CMP INR [--] Market Cap INR [---] bn Positive performance across all dimensions of business Credit growth is expected to be [--] 21% for next [--] years. Bank do not expect to raise any tier [--] capital in the near future. NIMs are growing steadily since past few quarters. Current NIMs is at 3.89% v/s 3.86% in Q1FY24 (+3bps QoQ/ +34bps YoY). They continue to maintain their NIM guidance of [---] 3.6% for the FY24. Bank continues to spend and remain focused on their digital initiatives. This has increased their other Opex by 14% QoQ/ 9% YoY at INR [----] bn. They"
X Link 2023-10-17T02:51Z [----] followers, [----] engagements
"Federal Bank Q2FY24 Concall KTAs CMP INR [---] Market Cap INR [---] bn Asset Quality improved NIMs Stable Bank successfully Raised [----] bn via QIP boosting Tier [--] Capital and further allowing them to pursue growth opportunities more aggressively. Higher yield business is beginning to make a positive impact on the overall numbers. The bank looks to improve market share in NRE (non-residential external) deposits. They witnessed strong growth in branch network with [--] new branches added in Q2FY24. Guidance for FY24 ROA is expected to be 1.4%. The bank anticipates having cost to income of"
X Link 2023-10-17T02:59Z [----] followers, [----] engagements
"PCBL Ltd Q2FY24 Concall Highlights PCBL CMP: INR [---] Mcap: INR 74.76bn Volume is expected to grow 12% to 13% over the next 4-5 years. Capex of INR 12.8bn would bring additional revenue of INR 17bn INR 18bn per annum going forward. EBITDA per tonne is expected to reach INR [-----] by FY27E. Europe exports are expected to double in the next [--] years. Revenue Revenue is expected around INR 16bn to INR 17bn per quarter if crude remains stable. Margin Specialty chemical black margins are 2-2.5x of Tyre margins. Volume Volume growth is expected around 12% to 13% over the next"
X Link 2023-10-17T16:10Z [----] followers, [----] engagements
"The cash reserve ratio (CRR) cannot be included in the high quality liquid assets (HQLA) for calculating the Liquidity Coverage Ratio (LCR) under Basel III norms. The key reasons why CRR is not considered HQLA are: - CRR is the percentage of deposits that banks have to mandatorily keep with the RBI in the form of cash reserves. Banks do not have discretion to draw down from the CRR to meet liquidity needs. - HQLA refers to unencumbered liquid assets that can be readily converted into cash during a [--] day stress period. CRR does not meet this criteria of being able to monetize the assets. -"
X Link 2023-10-18T02:37Z [----] followers, [----] engagements
"Zensar Technologies Q2FY24 Concall KTAs CMP INR [---] l Market cap INR [------] Mn The management expects its margin to be in the mid-teens for FY24. Financial Overview: - Zensar reported a Q2 revenue of INR [-----] Mn marking a 1.1% QoQ growth. The company's PAT was INR [----] Mn grew by 11.3% on QoQ basis and normalized EBITDA stood at around 18.6%. - Employee attrition rate remained at 13.1% with an healthy order book and the company maintained a DSO of [--] days. - Zensar's cash reserves were robust amounting to INR [-----] Mn and the effective tax rate was pegged at 22.7%. *Segmental and"
X Link 2023-10-18T03:10Z [----] followers, [----] engagements
"Newgen Software Technologies Ltd Q2FY24 Concall KTAs CMP: INR 1047 Market Cap: INR [-----] Mn Financial Highlights: -Newgen software reported a 31.6% YoY/ 16.5% QoQ growth in Q2FY24 revenue to INR [----] Mn and a 56.70% YoY/58.24% QoQ growth in PAT to INR [---] Mn. -A substantial 21% of revenues were invested in various sales and marketing initiatives to drive growth and market presence. -Annuity Revenues which comprise of ATS/AMC Cloud/ Subscription License and Support revenue streams stood at INR [----] Mn in this quarter growing at 26%. -The company had added around 14 new customer logos"
X Link 2023-10-18T03:19Z [----] followers, [----] engagements
"HFCL Ltd Q2FY24 First Cut HFCL CMP: INR [--] Mcap: INR 10431cr Top-line muted due to Telecom Products and Margins remain under pressure. HFCL Ltd reported numbers Q2FY24 revenue stood at INR 1111cr (-5.3% YoY/+11.7% QoQ); below our estimates of INR 1143cr. Gross Profit stood at INR 281Cr (-16.6% YoY/-8.7% QoQ); below our estimates of INR 330cr. Gross margins contracted by [---] bps YoY (down by [---] bps QoQ) to 25.3% vs 28.7% in Q2FY23. The raw material cost in terms of sales stood at 74.7% vs 71.3% in Q2FY23. EBITDA stood at INR 133cr (-20.1% YoY/-9.5% QoQ); below our estimates of INR"
X Link 2023-10-19T14:18Z [----] followers, [----] engagements
"Titagarh Rail Systems Q2FY24 Concall Highlights Titagarh Rail Systems CMP: INR [---] Mcap: INR 100.59bn Freight Rail Systems In freight rail systems The company is executing around 650-700 wagons per month and targeting [----] wagons per month by the end of FY24E. In Sep-23 the company delivered [---] wagons which is the highest-ever volume on a monthly basis. Passenger Rail Systems Passenger rail systems margins are lower due to lower volumes. The company is targeting [--] cars to [--] cars per month in the middle of FY25E. Passenger Rail Systems margins are expected to reach 10% due to an"
X Link 2023-10-19T14:22Z [----] followers, [----] engagements
"HFCL Q2FY24 Concall Highlights HFCL CMP: INR [----] Mcap: INR 9830cr Capacity expansion Optical fibre capacity is expected to increase from 10mn flm to 33.9mn fkm and Optical Fibre Cable capacity is expected to increase from 25mn fkm to 35mn fkm going forward. In Optical Fibre capacity expansion in two stages part of the capacity is expected to be completed in Jul-24 and the remaining capacity is expected to be completed in Jul-25. Optical Fibre Cable manufacturing capacity is expected to be completed in FY25E. Post capex additional revenue is expected around INR 2800cr to INR 3000cr."
X Link 2023-10-20T23:38Z 18.7K followers, [----] engagements
"Dodla Dairy Q2FY24 First Cut- Arihant Capital A stellar performance CMP: INR [---] Market Cap: INR [-----] Mn TP: INR 1366 Consolidated Results Revenue was up 12.03% YoY to INR [----] Mn (-6.76% QoQ) missing our estimate by 2.58%. Gross Margin expanded 227bps YoY to 26.82% (+312bps QoQ) beating our estimate of 24%. EBITDA grew 43.6% YoY to INR [---] Mn (+16.41% QoQ). EBITDA Margin expanded 201bps YoY to 9.15% (+182bps QoQ) beating our estimates of INR [---] Mn and 7.8% respectively. PAT grew 48.05% YoY to INR [---] Mn (+24.67% QoQ) beating our estimate of INR [---] Mn. *Registration link for"
X Link 2023-10-21T14:49Z [----] followers, [----] engagements
"JSW Steel Q2FY24 Concall KTAs CMP: INR INR [---] Market Cap: INR [----] Bn Promoter: 44.8% (Arihant Capital) Overview: Capacity utilization at 89% for Indian operations vs 92% in Q1FY24 due to maintenance shutdowns. Total sales volumes higher due to strong domestic demand and inventory liquidation of [---] million tonnes during the quarter. Weaker operations in Ohio Operating Metrics (Consol) Revenues came in at INR [-----] Bn (+5.6% QoQ) (+6.7% YoY) EBITDA Margins came in at 17.69% (Vs 4.19% QoQ) (Vs 16.69% YoY) Volume Consol: Produced: [----] Mn tonnes (Flat: [----] Long: 1.18) (-1%"
X Link 2023-10-22T19:54Z [----] followers, [----] engagements
"CreditAccess Grameen Ltd Q2FY24 Concall highlights CMP INR [----] Market Cap INR [---] bn Improvement across various parameters FY24 Guidance Management has given a GLP growth guidance of 24-25%. NIM guidance revised upward from [--] 12.2% to [----] 12.8%. Cost-to-income ratio guidance revised downward from [--] 36% to [--] 33%. Credit cost guidance remains same at [---] 1.8%. ROA guidance revised upward by 7bps to 5.4% to 5.6%. ROE guidance increased from [--] 21% to [--] 25%. Highlights Net interest income increased by 49.6% YoY/ 1.1% QoQ driven by the margin expansion and robust GLP"
X Link 2023-10-22T19:57Z [----] followers, [----] engagements
"Dodla Ind Confident of sustaining double digit margins going forward A big boost to dairy industry stocks Dodla is among top picks"
X Link 2023-10-23T06:28Z [----] followers, [----] engagements
"Balkrishna Industries Ltd-Concall Highlights CMP INR 2550Market Cap INR [-----] Cr**View: Positive The company aims for a stable trajectory and expects a better H2FY24 despite challenges in H1FY24;The company believes EBITDA margins will sustain at 26-28%. Performance Revenues came in at INR [----] Cr (+6.0% QoQ) (-20% YoY) EBITDA Margins came in at 24.4% (Vs 23% QoQ) (Vs 20.1% YoY) Sales (MT) [-----] Mt against [-----] Mt (+5% QoQ) (-11% YoY) Concall Highlights Q2 faced challenges due to heatwaves and recessionary fears in export markets but inventory-related challenges in"
X Link 2023-10-23T07:04Z [----] followers, [----] engagements
"Jubilant Pharmanova cmp INR [---] 3x-4x opportunity MIBG can be big opportunity for Jubilant pharmanova. Overall market size is USD [---] mn The company has maintained its leadership position in radio Pharmacy portfolio The company is hopeful of gaining further market share in Spect products Losses from Generic business to trim down going forward Generic loss margins has improved from negative [--] pc to negative [--] pc In allergy immunotherapy business company can do [--] pc margins on sustainable basis with largest player in venom segment while in non venom company has been number [--] along with skin"
X Link 2023-10-23T07:54Z [----] followers, 12.3K engagements
"Mahindra logistics time to add in tranches CMP INR [---] Market would remain choppy till elections"
X Link 2023-10-25T06:08Z [----] followers, [----] engagements
"Welspun Living Q2FY24 First Cut- Arihant Capital Excellent performace; beat on top and bottom line with slight misses on margins. CMP: INR [---] Market Cap: INR [-----] Cr TP: INR 166 Consolidated Results WILs Revenue grew 18.72% YoY to INR [-----] Mn (+14.88% QoQ) beating our estimate of INR [-----] Mn by 8.92%. Gross Margin expanded [---] bps YoY 46.46% (-67bps QoQ). EBITDA grew 178.56% YoY to INR [----] Mn (+15.25% QoQ) and EBITDA Margin expanded 819bps YoY to 14.27% (+5bps QoQ) beating our estimate of INR [----] Mn but missing our margin estimate of 15.5% by 123bps. PAT grew 2305.88% YoY to INR"
X Link 2023-10-25T09:33Z [----] followers, [----] engagements
"Dreamfolks Services ltd-Q2FY24 first cut CMP INR 504; Mcap INR 26.60bn Decent performance beat on top and bottom line with slight miss on margins Revenue at INR [----] mn (our estimates INR2677 mn) beat on our estimate up by 64.95% YoY/+6% QoQ on account of increase in the domestic air traffic EBITDA at INR [---] mn (our estimates INR [---] mn) beat on our estimate is up by 24% YoY/+39% QoQ and margins at 8.83% contracted by [----] bps YoY/+212 bps QoQ PAT at INR [---] mn up by 21.44% YoY/+38% QoQ and PATM at 6.44% contracted by [----] bps YoY/+150 bps QoQ. Outlook DFS has posted decent"
X Link 2023-10-25T10:48Z [----] followers, [----] engagements
"Newgen Software Technologies Ltd Q2FY24 Concall KTAs CMP: INR 1047 Market Cap: INR [-----] Mn Financial Highlights: -Newgen software reported a 31.6% YoY/ 16.5% QoQ growth in Q2FY24 revenue to INR [----] Mn and a 56.70% YoY/58.24% QoQ growth in PAT to INR [---] Mn. -A substantial 21% of revenues were invested in various sales and marketing initiatives to drive growth and market presence. -Annuity Revenues which comprise of ATS/AMC Cloud/ Subscription License and Support revenue streams stood at INR [----] Mn in this quarter growing at 26%. -The company had added around 14 new customer logos"
X Link 2023-10-25T11:56Z [----] followers, [----] engagements
"Mahindra Logistics Q2FY24 Concall KTAs CMP: INR [---] Market Cap: INR [--] Bn Promoter: 58.04% Arihant Capital Weak set of performance but guidance of recovery in future. Performance Consol: Revenues came in at INR [-----] Bn (+5.5% QoQ) (+2.9% YoY) EBITDA margins came in at 3.93% (Vs 5.15% QoQ) (Vs 5.1% YoY) 3PL Contract Logistics: Revenues up by 4% YoY to INR [----] Bn GM at 11.5% Focus on increasing order intake and speed of execution 68% of contri from Auto (incl Mahindra) Segment is expected to grow 13-15% till FY26 [----] Mn sqft space under management (Current expansions in Chakan"
X Link 2023-10-26T03:50Z [----] followers, [----] engagements
"Punjab Chemicals & Crop Protection Ltd. First Cut CMP: INR [----] Market Cap: INR [--] bn Outlook: Margin improvement on better efficiency. Revenue came at INR [----] bn came down 14% YoY. EBITDA for Q2FY24 came at INR [-----] mn up 9.86% YoY. EBITDA margins came at 14.46% increasing by [---] bps YoY/ up [---] bps QoQ. PAT came at INR [---] mn against previous years INR [-----] mn. Add on declines Arihant Capital Markets Ltd."
X Link 2023-10-26T10:01Z [----] followers, [----] engagements
"Symphony Ltd-Q2FY24 concall KTAs CMP INR 836; Mcap INR 58.47bn Revenue at INR 275cr up by 0.4% YoY; India domestic sales stood at INR 191cr flattish YoY EBITDAM at 15.5% expanded by [---] bps YoY on console basis Margins The margins expanded despite flattish performance on topline this was possible due to expansion in gross margins by [---] bps YoY led by price increase launch of new products moderation in input costs and well managed logistics cost. Australia subsidiary: revenue at INR 91cr in Q2FY24 vs INR 116cr in Q2FY23; EBITDA at INR -14cr Q1FY24 vs INR -11cr in Q2FY23. The"
X Link 2023-10-27T02:52Z [----] followers, [----] engagements
"City Union Bank Q2FY24 Concall KTAs CMP: INR [---] Market Cap: INR [--] Bn Target Price: INR 158 Outlook: CUB posted good earnings in Q2FY24 and with investments in digital infrastructure for lending operations is expected to outgrow Management guidance in coming quarters. We remain positive on the bank with long term business growth platforms being laid out. Management Guidance: Management aiming for 12-15% growth for the financial year FY24. Achieve an RoA of 1.3% for FY24. The Cost to Income ratio to be in the range of 42-45%. The Management intends to see the Net NPA at 1-1.5% which"
X Link 2023-10-29T11:43Z [----] followers, [----] engagements
"RateGain Technologies-Q2FY24 Concall KTAs Management has raised FY24 revenue growth guidance to over 60% (previously 55-58%) on the conservative side with plans to double revenue in three years through 20-25% organic growth and the rest inorganically at a 25% margin. They express confidence but remain cautiously optimistic in specific regions due to macro uncertainties and a sharp Adara revenue increase. *Rategain has increased its FY24 EBITDA margin guidance to 19% (up 400bps from the previous year's 17%) due to the growing adoption of its mature product category with stable high"
X Link 2023-10-30T01:27Z [----] followers, [----] engagements
"AGI Greenpac Q2FY24 Concall KTAs CMP: INR [---] Market Cap: INR [----] Bn Promoter: 60.24% Overview: Decent set of results overall acquisition completion expected in 3-4 months Revenue came in at INR [----] Bn (+10.2% QoQ) (+20.1% YoY) EBITDA came in at INR [----] Bn (+2% QoQ) (+58% YoY) EBITDA Margins came in at 21.8% (Vs 23.56% QoQ) (Vs 16.57% YoY) PAT came in at INR [-----] Mn (-11.6% QoQ) (+65.4% YoY) PAT Margins came in at 9.1% (Vs 11.2% QoQ) (Vs 6.6% YoY) Capacity and Capex: Current capacity utilisation at 95% (of [----] tpd) The specialty line is running at 60-65% CU (154 tpd) No"
X Link 2023-10-30T02:12Z [----] followers, [----] engagements
"*Laxmi Organic - *CMP: INR [---] Outlook: We remain Positive on the company owing to their resilient performance and volume growth in completely adverse conditions for the chemicals sector especially the Agro and essentials space. Also the Dahej capex will be coming up by the end of FY25. Management Guidance: In the Dahej facility of [--] acres this ongoing Capex of INR [---] bn only 20% of the land will be used for the current projects while the rest will be available for future capex plans of the company. By March [----] this one-off capex will be completed up and running. *Dahej capex would"
X Link 2023-10-30T10:52Z [----] followers, [----] engagements
"Petronet LNG ; New investments would generate INR [----] crore of Ebidta on full capacity I believe its a wise decision than keeping cash on books for Meagre returns"
X Link 2023-10-30T19:14Z [----] followers, [----] engagements
"Punjab Chemicals & Crop Protection Ltd. - Q2FY24 Concall Highlights CMP: INR [----] Market Cap: INR [----] bn Management Guidance: Management expects to beat last years topline for FY24 and then in the long term topline to grow at 18-20% per year. The international business dropped from 62% earlier to 51% for the quarter Q2FY24. However the Management guides that in that long term the companys international business will contribute more than 60% of the topline. Key Highlights: Management acknowledges the scenario faced by the agrochemicals industry is very dire across industries."
X Link 2023-10-31T05:31Z [----] followers, [----] engagements
"Petronet LNG Ltd. Q2FY24 Concall Highlights CMP: INR [---] Market Cap: INR [---] bn Time to accumulate Capex: During the quarter the board approved investment for setting up of petrochemicals project of [---] Kilo-Tonnes Per Annum of Propane Dehydrogenation & [---] KTPA of Poly Propylene plant including propane and ethane handling facility at Dahej Gujarat. The estimated cost of the project is INR [------] bn and in the debt-to-equity financing mode of 70:30. The capital expenditure for the expansion of Dahej terminal from [----] MMTPA to [----] MMTPA is expected to be completed by March FY25."
X Link 2023-10-31T05:37Z [----] followers, [----] engagements
"Craftsman Automation Q2FY24 Concall KTAs CMP INR [----] Market Cap INR [------] Mn The substantial powertrain capacity expansion and a positive outlook for 15-20% CAGR growth Financial Performance Consolidated Sales: INR2217 crore with Powertrain contributing INR776 crore Aluminum Products INR1077 crore and Industrial Engineering INR364 crore. The company is diversifying segments. EBIT INR325 crore (vs. INR223 crore last year) Powertrain INR161 crore Aluminum Products INR157 Industrial Engineering INR31 and Unallocated INR24. Ratios: Debt equity [----] debt to EBITDA [----] EBIT margin 15%"
X Link 2023-10-31T13:36Z [----] followers, [----] engagements
"And Birlasoft Did it again Big beat on Consensus & decent beat on our estimates Our team has initiated at INR [---] in March when whole world was super negative on this stock. @jtsingh194 Birlasoft(BSFOT) Ltd- Q2FY24 first Cut CMP INR [---] Market Cap INR [------] Mn Stellar set of Nos and strong deal wins QoQ *Birlasoft reported Q1FY24 revenues of USD [-----] mn up 3.1% QoQ versus (Our estimate of USD [---] Mn). Constant currency (CC) revenue growth is up 5.7% YoY/3.1% QoQ. The company has reported consolidated revenue of INR [-----] Mn 6.4% YoY/ 3.1% QoQ in Q2FY24 above (Our estimate of INR 12950"
X Link 2023-10-31T13:41Z [----] followers, [----] engagements
"Shalby Q2FY24 Concall KTAs CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 7.18 Arihant Capital The hospital business registered the highest-ever EBITDA margin with a high 2-digit growth of +22% YoY. Leveraged operating expenditure and insurance space led to a high 2-digit ROCE. Occupied beds +13% YoY. Many diverse critical surgeries were conducted across hospitals with 270+ kidney and liver transplants. Home care services +62% to revenues of INR 3.6cr in Q2. International business had revenues of INR 2cr in Q2. The international business is growing in UAE Oman Bangladesh and Nepal"
X Link 2023-10-31T13:45Z [----] followers, [----] engagements
"Vaibhav Global Q2FY24 Concall KTAs CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 7.36 Arihant Capital By H2FY25 they will reach breakeven in Germany. They currently reach 95% of all German households. The quarter saw margin expansion from 8.5% to 9.1% on the back of operating efficiencies and operating leverage. The UK economy is still faced with this cost of living crisis. Broadcast reach +4% QoQ. The reach of TV homes was 139mn. The average sales per customer is [--] pieces TTM. Shop TJC acquired the assets of Ideal World for GBP 1.125mn. It is one of the major teleshopping brands"
X Link 2023-11-01T03:04Z [----] followers, [----] engagements
"Saregama is good play at cmp of INR [---] Stock has corrected [--] pc from recent highs and good opportunity for price objective of INR 450"
X Link 2023-11-01T06:44Z [----] followers, [----] engagements
"Mitsu Chem Plast Q2FY24 Concall KTAs CMP: [---] Market Cap: [----] Bn Promoter: 73.03% Arihant Capital Overview: Weak performance in H1 but performance to pick up in H2. October month was good. Operating Metrics (Consol) Revenues came in at INR [-----] Mn (-5% QoQ) (+9% YoY) EBITDA Margins came in at 6.85% (Vs 5.97% QoQ) (Vs 5.91% YoY) Capex Capacity highlights: Utilisation of capacities at 70% (of [-----] tonnes) Operational and Business Highlights: Board has approved Rights issue of INR [---] Mn for future expansion but further light on this will be shared once the plan is finalized"
X Link 2023-11-01T07:26Z [----] followers, [----] engagements
"Thomas Cook India Q2FY24 First Cut- Arihant Capital Surpassed expectations; beat on all fronts. Strong results in off season CMP: INR [---] Market Cap: INR [----] Cr TP: INR 207 Consolidated Results Revenue was up 50.86% YoY to INR [----] Cr (-2.93% QoQ) beating our estimate of INR [----] Cr by 26% EBITDA grew 138.77% YoY to INR [---] Cr (-16.62% QoQ) beating our estimate of INR [--] Cr by 79%. EBITDA Margin expanded 261bps YoY to 7.09% (-125bps QoQ) beating our estimate of 4.97% by 212bps. PAT was INR [--] Cr (-27.34% QoQ) beating our estimate of INR [--] Cr by 2.28x. *Registration link for earnings"
X Link 2023-11-01T16:53Z [----] followers, [----] engagements
"*Petronet LNG Ltd. Q2FY24 Concall Highlights CMP: INR [---] Market Cap: INR [---] bn Target INR [---] Long term Value accretion in Pet CHEM business We dont believe in dividend theory and use this correction as an opportunity Capex: During the quarter the board approved investment for setting up of petrochemicals project of [---] Kilo-Tonnes Per Annum of Propane Dehydrogenation & [---] KTPA of Poly Propylene plant including propane and ethane handling facility at Dahej Gujarat. The estimated cost of the project is INR [------] bn and in the debt-to-equity financing mode of 70:30. *The capital"
X Link 2023-11-02T08:01Z [----] followers, [----] engagements
"*Laxmi Organic - Q2FY24 cmp INR [---] Time to buy Outlook: We remain Positive on the company owing to their resilient performance and volume growth in completely adverse conditions for the chemicals sector especially the Agro and essentials space. Also the Dahej capex will be coming up by the end of FY25. Management Guidance: In the Dahej facility of [--] acres this ongoing Capex of INR [---] bn only 20% of the land will be used for the current projects while the rest will be available for future capex plans of the company. By March [----] this one-off capex will be completed up and running."
X Link 2023-11-03T05:58Z [----] followers, [----] engagements
"So called large organisations dont require PR as per my understanding If the business is strong than use weakness to add We added Poonawala @338 for clients"
X Link 2023-11-03T09:39Z [----] followers, [----] engagements
"Now additional security blamed for Pakistan poor performance Jai Ho Mickey Arthur He should write a book on [-----] excuses on failures. @TheRealPCB @TheRealPCB_Live @TheRealPCBMedia #PAKvNZ @Mickeyarthurcr1"
X Link 2023-11-04T07:49Z [----] followers, [----] engagements
"Chambal Fertilizers Ltd. - Q2FY24 Concall Highlights CMP: INR [---] Market Cap: INR [--] Bn Target Price: INR 439 Outlook: CFCLs EBITDA Margins are back to their long term average and expected to improve further in the subsequent quarters as demand will rise for Rabi crops. The company is poised to emerge as a key player in the TAN industry and a possible Nitric Acid Value Chain in next 3-5 years. Management Guidance: Regarding the TAN Plant project the contract is given to L&T and the Project is on schedule. Going ahead in the TAN business there could be surplus WNA which can then help"
X Link 2023-11-05T17:19Z [----] followers, [----] engagements
"Big Positive for delta corp and big hit to illegal betting apps LIVE Govt blocks Mahadev app [--] other platforms"
X Link 2023-11-05T17:35Z [----] followers, 11.2K engagements
"Chambal Fertilisers and Chemicals Limited (CFCL) Q2FY24 CMP: INR [---] Market Cap: INR [---] bn Target Price: INR 439 Rating: BUY Link to Report: *Chambal Fertilisers and Chemicals Limited (CFCL) is one of India's leading fertilizer producers with a market share of around 12%. Presently the company has a market share of 12% in Urea 13% in DAP 2% in MOP and 2% in NPK in the domestic market. The company operates one of the largest urea plants in the country. The Company has three plants i.e. Gadepan-I Gadepan-II and Gadepan-III located at Gadepan District Kota Rajasthan to manufacture Urea."
X Link 2023-11-06T03:35Z [----] followers, [----] engagements
"Orient Bell: Stock Idea CMP: INR [---] Market: [----] Bn Promoter: 65.19% Arihant Capital Company has recently started a GVT line (3.3 MSM taking total capacity to [----] MSM) which will be focused in South and West region where company has lower penetration. The line was commissioned on 28th Sept hence full impact will be seen in Q3. Q2 profitability was weak because of high cost inventory and higher trading mix in sales. We believe sequential performance will be better for the company. We are positive on the stock and we believe the company should be kept on radar"
X Link 2023-11-06T07:39Z [----] followers, [----] engagements
"Metropolis Healthcare Ltd - ConCall Highlights Q2FY24 CMP: INR 1542Market Cap: INR [-----] Mn Future Planning and Outlook They are committed to consistently providing excellent services and prioritizing long-term strategies government partnerships alliances and cultural aspects to sustain their operations. Key Highlights Addressable market is expected to increase to Rs. 21K Cr by FY26 According to a third-party auditor's report from November 4th it was revealed that three employees manipulated finances with [---] crores offsetting in debit and credit accounts [---] crores in TDS accounts"
X Link 2023-11-06T07:40Z [----] followers, [----] engagements
"Rupa & Co Q2FY24 First Cut- Arihant Capital A good performance in line with industry recovery CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 5.65 Consolidated Results Revenue from operations was up 5.76% YoY to INR [---] Cr (+54.57% QoQ). EBITDA grew 10.91% YoY to INR [--] Cr (+185.97% QoQ). EBITDA Margin expanded 50bps YoY to 10.74% (+493bps QoQ). PAT grew 21.69% to INR [--] Cr (+386.03% QoQ). Registration link for earnings call on 7th Nov [----] 12:30pm:"
X Link 2023-11-06T17:04Z [----] followers, [----] engagements
"Camlin Fine Sciences Ltd.- Q2FY24 Key Concall Highlights CMP: INR [---] Market Cap: INR [--] bn Outlook: Healthy growth of blends business is helping mitigate the loss in Performance chemicals side. Adding the Vanillin concerns with Chinese oversupplies we would remain neutral till better prospects are visible. Management Guidance: *The Management is looking into changing the Product mix of CFS Europe plant which had to be shut down from Hydroquinone and Catachol to NEHQ and Glycol as only the Raw material is different from Phenol to Anisole apart from the processes being very much the"
X Link 2023-11-07T02:21Z [----] followers, [----] engagements
"Seamac cmp INR [---] worst seems over The daily rates are continuing in upward mode with some one offs in last quarter As per Industry channel checks the current utilisation is very strong Buy for price objective of INR [----] We are hosting call tomorrow at [--] am"
X Link 2023-11-07T04:20Z [----] followers, [----] engagements
"Welspun Corp Q2FY24 First Cut CMP: INR [---] Market Cap: INR [-----] Bn Promoter: 49.96% (Arihant Capital) Results continue to be a strong beat on estimates for 3rd quarter in a row. Topline EBITDA and margins all beat. Surprise announcement is that company sold part of East Pipes Integrated Company. Clarification awaited on call tomorrow Operating Metrics (Consol) Revenues came in at INR [-----] Mn (-0.24% QoQ) (+106.7% YoY) (Vs our estimate of INR [-----] Mn) EBITDA came in at INR [----] Mn (Vs [----] Mn QoQ) (Vs [-----] YoY) (Vs our estimate of INR [----] Mn) EBITDA Margins came in at"
X Link 2023-11-08T11:47Z [----] followers, [----] engagements
"Sansera Engineering Ltd-Q2FY24 First Cut CMP INR 855Market Cap INR [-----] Mn Slightly weaker set of Numbers due to High base in Q2FY23; Contraction in margin QoQ led by higher other expenses (+10% QoQ/ +13% YoY) Consolidated revenue from operations grew by +9% YoY/4.9% QoQ stood at INR [----] mn in Q2FY24 below our estimate of INR7004 mn. The revenue growth led by the international business has experienced an impressive growth of 40% YoY EBITDA for the quarter stood at INR [------] Mn against our estimate of INR [----] Mn registered growth of 9% YoY/ 2.98% QoQ. The companys EBITDA margin is"
X Link 2023-11-08T17:26Z [----] followers, [----] engagements
"BMW industries Company Update CMP: INR [----] Market Cap: [---] Bn Promoter: 74% Arihant Capital Company has talked about 10x growth in next [--] years Tata steel is largest client for the company Company has entered into TMT segment We are hosting call for the company today at 4pm Link to the call: Dial in: +91 [--] [----] [----] +91 [--] [----] 8826"
X Link 2023-11-09T07:42Z [----] followers, 11K engagements
"Ashoka Buildcon Ltd - Q2FY24 Concall Highlights CMP: INR [---] Market Cap: INR [--] Bn Short summary: FY24 revenue growth expected at 15%. Expects to win INR 40-50 bn worth of projects in H2. Margins would move to double digit in the 10-11% by Q1FY25. Toll collections in some of the assets continues to be robust and accordingly there is strong investor interest for the same. Detailed commentary Financial highlights: Consol Revenue/EBITDA/PAT came in at INR [-----] bn (+19% y/y) / INR [----] mn (+26% y/y) / INR [---] bn (+81% y/y). EBITDA margin came in at 26.7%. Total consol debt as Sep end was"
X Link 2023-11-09T17:16Z [----] followers, [----] engagements
"Adding Campus Shoes at INR [---] Decent commentary on call Q2 impacted by delay in festive sales Guidance of [---] mn pair vs [---] mn pairs"
X Link 2023-11-10T04:05Z [----] followers, [----] engagements
"Campus Activewear Time to buy Q2FY24 Quick KTAs* CMP: INR [---] Market Cap: INR [----] Cr TTM EPS: INR 3.84 Arihant Capital Strong Guidance Guidance of [--] mn pairs vs [---] mn pairs lin H1 (25 Mn pairs ) Margins bottom out in Q2 Good start to Festive Quarter Focus on Premiumisation Sales volumes for Q2 were down 28% to 3.9mn pairs as discretionary spending was subdued for the quarter. With festive demand being pushed back to Q3 we expect to see a surge in volumes then. They will attempt to close the year at 35mn pairs vs 25mn last year. A&P spends to remain high- at 5-6% for the foreseeable"
X Link 2023-11-10T05:51Z [----] followers, [----] engagements
"G R Infraprojects Ltd - Q2FY24 Concall Highlights Short summary: Guidance for orders inflow and revenue growth have both been cut to half of what was initially guided. Grin particular is facing some challenges with slow reg process on some projects impacting execution over and above the sector wide issue of lack of tendering. However balance sheet remains strong to be able to gear up to grab larger higher equity contri projects when tendering picks up pace. Detailed commentary Financial highlights:.Revenue/EBITDA/PAT came in at INR16.3 bn (-11% y/y) / INR [---] bn (-25% y/y) / [---] bn"
X Link 2023-11-10T12:55Z [----] followers, [----] engagements
"ABFRL Q2FY24 Concall KTAs CMP: INR [---] Market Cap: INR [---] Bn Promoter: 55.45% Pantaloon: Margins impacted due to high cost inventory liquidation during EOSS. Value fashion and lower tier markets remain subdued. Performance impacted further due to shift in festive seasons Eastern region of India saw double digit de-growth due to shift of Pujo to Q3 while Non-eastern regions did well. Retail LTL @-15% for Q2FY24 reflecting subdued demand. [--] stores added in Q2 Target to add net [--] to [--] stores in FY24 Ethnic: JAYPORE: Retail revenue +49% YoY added [--] new stores @ [--] stores Shantanu &"
X Link 2023-11-11T09:55Z [----] followers, [----] engagements
"Lot of people would say Management is bad not a quality management stock would be go down like anything never did anything before . Same people would buy at [---] Welspun Corp is one example We would book some partial profits today at [---] but INR [----] is also possible"
X Link 2023-11-12T14:55Z [----] followers, [----] engagements
"Sansera Engineering Ltd Q2FY24 Result UpdateRating: Buy Report *Sansera Engineering Ltd reported slightly weaker set of Numbers due to High base in Q2FY23; Contraction in margin QoQ led by higher other expenses (+10% QoQ/ +13% YoY). Consolidated revenue from operations grew by +9% YoY/4.9% QoQ stood at INR [----] mn in Q2FY24 below our estimate of INR7004 mn. The revenue growth led by the international business has experienced an impressive growth of 40% YoY. EBITDA for the quarter stood at INR [------] Mn against our estimate of INR [----] Mn registered growth of 9% YoY/ 2.98% QoQ. The companys"
X Link 2023-11-13T06:56Z [----] followers, [----] engagements
"Adani Wilmar Ltd- Stock Idea CMP INR 296; Mcap INR [---] bn Outlook: Positive Time to BUY recovery in Q3 in performance and profitability Palm oil prices bottomed out Channel check indicate strong demand Margins to improve substantial from current levels. Q2Fy24 concall KTAs On console basis Revenues stood at INR [-----] down by -13% yoy/-5% qoq EBITDA at INR 144cr down by -43% yoy/+10% qoq PAT at INR -131cr Segment wise performance Edible oil degrew by -19%yoy/-8% qoq food and fmcg grew by +26%yoy/ +17% qoq industry essentials grew by 2% yoy. in terms of profitability food and fmcg"
X Link 2023-11-16T05:04Z [----] followers, [----] engagements
"*Time To Wrap up - All good things come to an halt * Link to Portfolio: We believe this is the time to wrap up our Arihant young India portfolio launched on 26th December [----] with a tremendous performance of 83.08% 📈 (excluding dividend) against the benchmark Sensex500 index return of 14.4% Arihant Capital Markets Ltd"
X Link 2023-11-16T08:18Z [----] followers, 23.1K engagements
"I am with you Team India u have given lot of good reasons to celebrate than why should I not support you when you are down. And believe me it's not a game it's emotions of [---] billion Indians Come back team India much stronger. @BCCI"
X Link 2023-11-20T02:51Z [----] followers, [----] engagements
"Maiden Forging call : Maiden forging likely to announce its land deal in next [--] days can be a very big play for investment . May see debt reduction in big manner. In H2 they can do INR [---] crore sales as per our understanding Maiden Forgings Quick KTAs H1 monthly sales runrate of 17-18 Crs. Sept onwards it is INR [--] Crs and aim to reach runrate of INR 25-26 Crs by January. H2 shall be much better Inventory levels high due to deliveries coming up. Added 50-60 clients in last month. NYSE listed client (recently added) has potential to contribute INR 2-3 Crs per month. (2 containers already"
X Link 2023-11-20T07:30Z [----] followers, 12K engagements
"Thomas Cook India Stock Update Rating: BUY CMP: INR [---] TP: INR 210 Arihant Capital Inbound travel is robust especially short haul travel. This momentum is expected to continue. No new acquisitions planned all cash generated will go toward reducing debt (they aim to become debt free in the next 2-3 years and are already net debt negative) and some technology development and equipment for DEI. There is no major capex planned across the [--] other businesses. Gross Margins in the corporate travel business to improve by 100-200bps to 18-19% going ahead from decreasing share of low margin"
X Link 2023-11-22T02:04Z [----] followers, [----] engagements
"Rain Industries Ltd. CMP: INR [---] Market Cap: INR [--] bn Outlook: Positive Arihant Capital Markets Ltd The companys Calcined Pet Coke Prices have started to show an uptrend after falling over last year. CPC forms around 40% of their revenue and higher realizations of CPC will enhance Rain Industries margins as prices of Brent Crude have corrected by more than 10% from the September highs. The company has refinanced their long term debts in Aug [----] in order to reduce the interest payments and reduce their overall Cost of Debt by 350-400 bps by extending their LT debt to FY28-29 and issuing"
X Link 2023-11-22T06:13Z [----] followers, [----] engagements
"AXISCADES Technologies Ltd_Q2FY24 Result Update Rating: Accumulate Report AXISCADES Technologies reported a decent set of numbers in Q2FY24: Reported revenue of INR [----] Mn (Up 17.7% QoQ/ up 29.8% YoY) above our estimate of INR [----] Mn by an increase in Automotive PES Energy and Defence vertical. Adjusted EBITDA Margin expansion driven by improvement in operating metrics: Adjusted EBITDA margin contraction by 118bps QoQ/ +179bps YoY at 14.2% against our estimate of 16.6% led by an increase in operating income. The material cost has increased +51.8% QoQ/+78.9% YoY and stood at INR [---] Mn"
X Link 2023-11-22T14:54Z [----] followers, [----] engagements
"We are booking profits in Sw solar and adding [--] small caps"
X Link 2023-11-24T03:49Z [----] followers, 11.1K engagements
"Small cap idea Nikhil Adhesive limited INR [---] for 3x Add in tranches Ginni Filament Value Migration play capex to add INR [--] billion sal3 We recom at INR [--] add in tranches"
X Link 2023-11-24T09:42Z 19.8K followers, 56K engagements
"raymond cmp INR [----] no change in business fundamentals no impact on segment wise business company has trimmed debt in big manner by selling non core business Good time to add avoid market forwards ( worst case scenario she may file domestic abuse case) We have price objective of INR [----] for the stock"
X Link 2023-11-28T09:23Z [----] followers, 25.1K engagements
"Initial recom at INR [---] Eco Recycling Ltd - Q2FY24 Concall KATs CMP: INR [------] Market Cap: INR [----] Mn Financial Performance : -Net profit increased by 78% YoY/30% QoQ. -This growth is attributed to the increasing awareness of E-Waste recycling and corporate engagement in responsible E-Waste management. Revenue Mix: -The company's revenue mix for FY23 or FY24 includes three main categories: recycling refurbishment and EPR (Extended Producer Responsibility) fees. -Approximately 60-65% of revenues come from recycling with the remaining from refurbished equipment. -EPR fees account for"
X Link 2023-11-28T15:59Z [----] followers, [----] engagements
"Camlin Fine Chem cmp INR [---] worth on radar Federal Mogul Goetze turnaround continues to play Note soon"
X Link 2023-11-30T05:31Z [----] followers, [----] engagements
"shaily engineering cmp INR [---] Shaily engineering Furniture business has largely bottomed out and pharma business will keep on getting bigger with new launches . Margins will expand and can see good revenue growth for next few Years"
X Link 2023-12-01T06:44Z [----] followers, [----] engagements
"What is changing in Thomas Cook & How it comes out of winner post covid. YOLO is key change post Covid. Average age of Travellers has come down from 40-50 to 30-40 range. People need reassurance of offline while spending large amount of money hybrid is better module in India where value of money & wanted to travel multiple places Several competitors are out of business consolidation in industry seen post covid with smaller players out shortage of staff is possible in some industry. Rebound has surprised some of the channel partners. Size & offering plays bigger part in the segment and bigger"
X Link 2023-12-01T20:21Z [----] followers, [----] engagements
"so EVMs have been tampered in MP & Rajasthan while working fine in Telangana 😉#StateElections"
X Link 2023-12-03T04:59Z [----] followers, [----] engagements
"There is an old saying that "Market knows everything" and these assembly election proves right this time also. Markets have been witnessing smart rally since last few weeks & mega rally in mid caps small caps & micro caps since last few weeks. So Whatnext now We may see rally to extend further going forward. But we need to be cautious while investing in markets & should be careful post this rally. We have advised in our whatnext segment in March end to go long in big manner. We believe this BJP victory would see push rally further in some of the capex infra psu stocks. biggest positive from"
X Link 2023-12-03T12:32Z [----] followers, [----] engagements
"Nikhil Adhesives Limited Sales Note CMP: INR 125 Mcap: INR [----] Mn Outlook: Positive Report Link: Nikhil Adhesives a multi-product company based in Mumbai was founded in [----] and produces markets and exports a range of adhesives and emulsions for use in a variety of applications. Additionally it trades chemicals used in the adhesive and emulsion industries. The company has [--] warehouses and [--] manufacturing units. Product Portfolio The company produces and markets goods in two categories: consumer goods and industrial items. It includes paint emulsions textile emulsions and"
X Link 2023-12-04T11:58Z [----] followers, [----] engagements
"Seamec Ltd Initiating Coverage CMP: INR [---] TP: INR [----] Upside: +50.8% *Please find the complete report: Investment rationale Long-term contracts show business visibility: Seamec owns and operates [--] Diving Support Vessels (DSV) for facilitating complex subsea operations. Seamec has long-term contracts of [--] to [--] years with clients for DSV which shows business visibility. The company is participating in ONCG tenders and is getting the contracts. The global players are not interested in Indian markets. Seamec is the major listed player to get contracts from ONCG. ONGC is expected to"
X Link 2023-12-04T12:02Z [----] followers, [----] engagements
"Please dont spread hate in the name of North Indian & South India now. We all are Indians BJP has won more seats than Congress in South in LS. Congress has won in Punjab & HP also. Stop spreading divisive politics"
X Link 2023-12-05T19:15Z [----] followers, [----] engagements
"Maiden Forgings Investor Call KTAs CMP: INR [---] Market Cap: INR [---] Bn Promoter: 73.37% Arihant Capital Q2FY24 Result Update: Clients: The large NYSE listed client has potential of giving business worth INR 20-30 Mn per month. In November company completed trial order of INR 8-10 Mn and is expected to receive the next order in 2nd week of December. The order size is expected to be 15-20 Mn. The order was for combined products (nail and SS products) Additionally company is in advance talks with Miles (Kangaro brand) for sale of nails under brand of Maiden. This will be for domestic"
X Link 2023-12-06T12:02Z [----] followers, [----] engagements
"we like Avro India the companys recycling plant would lead to massive surge in margins Fy [--] company is expected to post pat of INR [--] crores"
X Link 2023-12-07T05:58Z [----] followers, [----] engagements
"Muthoot MicroFin Meet KTAs The meeting was represented by Mr Sadaf Sayeed (CEO) Mr Praveen T (CFO) Mr. Udeesh Ullas (COO) and Thomas Muthoot (MD). At the meeting they gave a few highlights about the company and how the change in RBI regulations will help them grow. Key Highlights Muthoot MicroFin is in the business of microfinancing with a focus on low income group customers. They are into joint group lending which reduces their risk of default. Group lending is done to a group of [--] [--] females with a tenure of upto [--] months. Muthoot MicroFin Ltd is a *technology focused"
X Link 2023-12-09T07:15Z [----] followers, [----] engagements
"Where is the Value for investor like us Margin of safety in current Equity Market. finding needle in the haystack"
X Link 2023-12-11T10:28Z [----] followers, [----] engagements
"Tactical Idea Zuari Industries - Buy CMP: INR [---] Market Cap: INR [---] bn Detailed Note soon"
X Link 2023-12-13T04:49Z [----] followers, [----] engagements
"Route Mobile Ltd Management Concall KTAs CMP INR [----] Market Cap INR [-----] Mn Deal Wins and Strong Pipeline: Anticipating a good performance in Q3FY24 compared to the previous year driven by a good deal wins and a strong pipeline. Expansion into UK Region with Amazon Deal: Securing Amazon for the UK region is a significant achievement and its impact is expected to unfold from Q4 onwards. Lucrative Vodafone Deal: A substantial US$100 mn in revenue is from the Vodafone deal scheduled to materialize in Q4FY24 (March). ILD Volume Challenges: Despite a slight downturn in ILD volume the"
X Link 2023-12-13T10:55Z [----] followers, [----] engagements
"Vaibhav Global UK acquisition Mind ful souls can lead to Ebidta of USD [--] mn in Fy25 & revenue of USD [--] mn ( Potential of USD 60-80 mn in next [--] years) They have acquired assets at GBP [--] mn & already break even We have price objective of INR [---] for the stock"
X Link 2023-12-14T05:21Z [----] followers, [----] engagements
"zydus well ness cmp INR [----] market share gains in Glucon D Sugar free Gaining market share from Bournvita also stable input cost and recent hikes would lead to margin positive Only FMCG company available at 19.7x FY26 EPS valued at 40x atleast with stable margins Promoter continues to buy the share from market Can buy for price objective of INR 3120"
X Link 2023-12-14T08:11Z [----] followers, [----] engagements
"Zuari Industries Ltd (ZIL) Sales Note CMP: [---] Market Cap: [---] bn Target Price: INR 671 Huge Opportunity Unlocking from Investments Book & Monetization of Land Bank Link to Report: *Outlook: We expect the SPE business will remain stable in the future as the recent order on the prohibition of use of Sugar syrup for ethanol production will not affect their sugar business. ZIL has land bank of [---] acres in South Goa and at a conservative valuation of INR [--] Mn per acres of value the monetization of land will help reduce their debts substantially in the near to medium term. The Associates"
X Link 2023-12-14T08:47Z [----] followers, [----] engagements
"Vaibhav Global Stock Update Arihant Capital CMP: INR [---] MARKET CAP INR [----] CR TTM EPS: INR [----] PROMOTER HOLDING: 57.12% Mindful Souls acquisition: Currently an [--] Mn EUR business with 10% PBT (low interest and depreciation). The EBITDA margins should improve to 17-18% when the synergies kick in (+5-6% to existing margins). Demand has increased post covid and the current back-end infrastructure is the same. They maintain 60-90 days of inventory and face no obsolescence issues. This business Is also growing its presence in the UK. This business contributes to 7-8% of the top line."
X Link 2023-12-14T11:25Z [----] followers, [----] engagements
"Poonawala [---] almost. Have been recom since long Avoid market noises is best strategy"
X Link 2023-12-15T05:49Z [----] followers, [----] engagements
"BMW Industries Management Meet KTAs CMP: INR [--] Market Cap: INR [----] Bn Promoter: 73.99% Arihant Capital We met the management of BMW industries here are our KTAs Strong ramp up plans: Company has CRM capacity of [--] Mn tonnes TMT facility of [------] tonnes and Pipes & Tubes facility of [------] tonnes. Company aims to ramp the capacity of Pipes & Tubes (P&T) to [--] Mn tonnes by FY26 with 65-70% capacity utilization and take the capacity utilization of TMT facility from 40% to 80%. The expansion in P&T will be gradual. Entire facility is for Tata Steel only. Company acts as a converter for"
X Link 2023-12-15T14:52Z [----] followers, 22.1K engagements
"@Rajsaveworld07 Really AGI initialization price was INR [---] & target is not intraday. Its [--] years.Also we gave trading sell for MCX & it was [--] pc down. Anyways u can ignore. mcx I am bearish but I gave sl also"
X Link 2023-12-17T14:03Z [----] followers, [---] engagements
"@Rajsaveworld07 my initial recom price is INR [--] & [--]. pls dont worry for our investors . corrections would come. u can unfollow us if not happy I just share within my limited abilities"
X Link 2023-12-17T14:49Z [----] followers, [--] engagements
"WTi Cabs Pre IPO Conference KTAS Guidance The top line expected to grow at 30-35% YoY. About The company was incorporated in [----] to emerge as leading player in India's urban mobility sector. The company has come a long way by strategic acquisitions and earned international acclaim as a leader in ground transport. They are present in major Indian cities and have varied service portfolio. Business model The company works on four models that is firstly the company its own cars and employs the drivers. Secondly driver owned cars and it gets attached to the company. Thirdly with small"
X Link 2023-12-17T16:22Z [----] followers, [----] engagements
"Landmark Cars Ltd-Investor Day CMP INR [---] Market Cap INR [-----] Mn We attended Landmark Cars Ltd Investor Day on 19th December [----]. The event was attended by the investors and Analysts. The session was handled by the Chairman Executive Director and CFO. Expect H2FY24 will be better than H1FY24 the company credits strong partnerships with Mercedes-Benz and Mahindra & Mahindra alongside ambitious plans to double used car segment revenue by expanding scale and improving margins. Luxury Market Dynamics: In the aftermath of the COVID-19 pandemic the luxury car market has rebounded"
X Link 2023-12-21T18:08Z [----] followers, [----] engagements
"@akhileshmak @Jatinvjain @nid_rockz pls understand the business ; Titan revenues are qualified under job work so margins are at [--] pc. can discuss in details happy to hear your thoughts"
X Link 2023-12-29T02:16Z [----] followers, [--] engagements
"Dear all please increase your cash exposure. we have done well till now & India would continue to do well but many stocks are moving ahead of fundamentals. kachra stocks are also moving request you all to increase cash exposure"
X Link 2023-12-29T14:28Z [----] followers, 10K engagements
"Take immense pride in finding one more value pick by my team Date Oct 10th ; Price was INR [---] Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report CMP INR [---] Market Cap. INR [---] bn Target Price INR 439 Link to Report: https://t.co/miu4Wx9KC3 INVESTMENT RATIONALE Bottoming out the Urea prices The dynamics of urea prices substantially impact Chambal Fertilizer and Chemical Ltd. Initiating Coverage Report CMP INR [---] Market Cap. INR [---] bn Target Price INR 439 Link to Report: https://t.co/miu4Wx9KC3 INVESTMENT RATIONALE Bottoming out the Urea prices The"
X Link 2024-01-03T13:09Z [----] followers, [----] engagements
"India Nippon Electricals Stock Idea CMP: INR [---] Market Cap: INR [-----] Bn Promoter: 70.37% Arihant Capital India Nippon Electricals (INEL) is an auto ancillary player catering to [--] wheeler and [--] wheeler segment. The product portfolio includes electric ignition systems (flywheel magneto power boost regulator) controllers (ISG and EGR controller) and sensors. The company operates in electric as well as combustion engine. Key triggers: Products: INEL operates largely in 2W and 3W vehicles. Company has leadership position in electronic ignition system products and has also recently"
X Link 2024-01-04T09:57Z [----] followers, 25K engagements
"Welspun Corp Business Update CMP: INR [---] Market Cap: INR [------] Bn Promoter: 49.96% Arihant Capital Welspun Corp has announced cumulative receipt of orders to the tune of 150KMT (amounting to INR [--] Bn). This is on back of orderbook of [---] KMT (as on Q2FY24) amounting to INR [--] Bn. The new set of orders also include gas pipeline order in USA. USA business generates much higher absolute EBITDA and EBITDA margins compared to India business. All the orders (150 KMT) will be executed in FY24 and FY25 Outlook: There is no change in our outlook. We continue to be positive on Welspun Corp."
X Link 2024-01-04T10:44Z [----] followers, [----] engagements
"Shyam Metalics - QIP Update CMP: INR [---] Market Cap: INR [------] Bn Promoter: 81.62% Post QIP Promoter holding to be 75% or below Arihant Capital Shyam Metalics has launched a QIP (starting from 2nd January) with floor price of INR 597.63. The issue is currently open to receive bids and the company (QIP committee) will hold a meeting on or after 5th January to finalize the issue price and closing date of QIP issue. The use of proceeds are to repay borrowings at company level (INR [----] Bn) and investment in SSPL (INR [----] Bn) (also to repay subsidiarys borrowings). The company also aims"
X Link 2024-01-04T11:24Z [----] followers, [----] engagements
"Cancel your trips to Maldives if they are talking all anti India #BoycottMaldives #Lakshadweep #Andamans are better options"
X Link 2024-01-07T01:42Z [----] followers, [----] engagements
"Chambal Fertilizers & Chemicals - Buyback CMP: INR [---] Market Cap: INR [---] bn TP: INR 439 Zuari Industries can be a big gainer Outlook: We are expecting robust earnings for the Q3FY24 on account of price hikes of Urea by 42% and Di-ammonium Phosphate by 33% over previous quarter prices. We expect the company to post Net Profit of INR [---] bn for Q3FY24 and will be revising our estimates and TP post Q3FY24 earnings call. Chambal Fertilizers board has approved a buyback of [-----] mn shares (representing 3.74% of total shares) at a price of INR [---] per equity share through the Tender Offer"
X Link 2024-01-08T08:11Z [----] followers, [----] engagements
"One company which I think can be on radar now is specialty restaurants"
X Link 2024-01-08T08:21Z [----] followers, [----] engagements
"Star health can be a good value pick with price objective of INR [---]. Add in tranches"
X Link 2024-01-09T06:43Z [----] followers, [----] engagements
"TCS Q3FY24 Result First cut CMP INR [----] Market Cap INR [--------] Mn PE: 23.8x FY26E Beat estimate; decent deal wins Constant currency (CC) revenue growth is up 1.7% YoY. USD Revenue growth +2.9% YoY/+0.98% QoQ to $7281 mn against our estimate of $7172 mn driven by Latin America (CC Growth of 13.2%YoY) Reported revenue of INR (up 1.49% QoQ/4% YoY) to INR [-----] Cr above our estimates INR [-----] Cr led by growth in Energy Resources and Utilities of 11.8% YoY in cc growth Regional Markets & Others grow by 19.2% YoY cc growth Life Sciences & Healthcare grow by 3.1% YoY and manufacture"
X Link 2024-01-11T13:22Z [----] followers, [----] engagements
"Delta Corp Ltd-Concall KTAs Q3FY24 CMP INR 150; Mcap INR 40.35bn The company reported weak numbers this quarter but long term growth roadmap on track Dip in revenues This quarter the company witnessed -15.5% YoY/-14.4% QoQ dip in the revenues which can be mainly contributed due to impact of new GST rule Diwali being a dull season world cup impacted the visitations. Overall there were less visitors to Goa as compared to last year same period. Visitations and demand For India operations the visitations for Q3FY24 stood at [------] and for Q2FY24 the visitations stood at 129000"
X Link 2024-01-12T02:34Z [----] followers, [----] engagements
"HDFC AMC Q3FY24 Concall KTAs CMP INR [----] Market Cap INR [-----] bn Growth momentum continues OUTLOOK The company exhibited favorable Q3FY24 results aligning with a sustained industry uptrend. The company's QAAUM witnessed a robust 24% YoY expansion surpassing the industry's 22% YoY growth. Additionally the company's SIP flows exhibited a commendable 17% QoQ increase outperforming the industry's 13% QoQ growth. Given these indicators we maintain a positive outlook on the company's market positioning amidst the ongoing industry expansion. Industry Highlights Industry QAAUM"
X Link 2024-01-12T02:35Z [----] followers, [----] engagements
"Expect a strong quarter from Brokerages this quarter supported by strong core income. NiMs can remain flat on QoQ basis"
X Link 2024-01-12T03:03Z [----] followers, [----] engagements
"lack of service Rooms with flies & rude manager. @RadissonBlu Jaipur needs some improvement"
X Link 2024-01-13T06:14Z [----] followers, [----] engagements
"Vaibhav Global Company is hopeful to achieve USD [--] million each from new acquisitions. Should be able to do [--] pc plus CC growth in Fy25. Margins would be [--] pc plus . See small benefits of UK fta also. Amazing set up catering to both US & UK"
X Link 2024-01-14T17:15Z [----] followers, 10.5K engagements
"5 Paisa Capital Ltd Q3FY24 Concall Highlights CMP INR [---] Market Cap INR [--] bn Industry Overview: More than [--] Mn demat accounts open in 9MFY24. Approx. 7x growth from FY2020 to 9MFY2024 implying a good growth in the industry. Retail Derivative Average Daily turnover (ADTO) has seen an exponential rise at 100% CAGR from FY2020 to 9MFY2024. ADTO for 9MFY2024 stood at 105051Bn. Number of NSE Active clients have seen a rapid rise in the past [--] years from 10.8mn active clients in FY2020 to 35.3mn for 9MFY24. Key company Highlights: Client Acquisition: [----] lakhs (Out of which 89% STP) (+72%"
X Link 2024-01-15T03:10Z 14.3K followers, [----] engagements
"Ganesh Benzo Malabar put money at [---] cmp is IN 156"
X Link 2024-01-15T09:12Z [----] followers, [----] engagements
"Jindal Saw Q3FY24 First Cut CMP: INR [---] Market Cap: INR [----] Bn Promoter: 63.26% (Arihant Capital) Strong performance all round exceptional growth in margin profile. Operating Metrics (Consol) Revenues came in at INR [-----] Bn (+3.47% QoQ) (+9.65% YoY) EBITDA came in at INR [----] Bn (+22.95% QoQ) (+99.68% YoY) EBITDA Margins came in at 17.48% (Vs 14.71% QoQ) (Vs 9.6% YoY) PAT came in at INR [----] Bn (+41.5% QoQ) (+147.9 YoY) PAT Margins came in at 9.33% (Vs 6.85% QoQ) (Vs 4.12% YoY) Sales Volumes: Iron & Steel Pipes at [------] tonnes (+15.1% YoY) Pellets at [------] tonnes"
X Link 2024-01-16T11:01Z [----] followers, [----] engagements
"Tesla shares are down today as they have been cutting prices this time in Europe amid competition from Chinese players which are offering great products at lower price band. Any thoughts on massive fall possible in Tesla stock and can this lead to Tesla buying or investing into a different brand to counter ( probably Tata ) these risks Any thoughts"
X Link 2024-01-17T13:28Z [----] followers, [----] engagements
"To all the people who are talking about #BoycottMaldives wont be getting influenced by Maldives after some time. ( its a known fact many celebs are paid during covid to promote Maldives tourism) Jfyi we are still using Chinese phones. Please remember words of Maldivian President about India out campaign. So many celebs have recently travelled Maldives and many of them are paid by Maldives government"
X Link 2024-01-17T16:09Z [----] followers, [----] engagements
"Behold The Emperor of all Emperors is back in all His glory"
X Link 2024-01-19T16:32Z 19.8K followers, 12.9K engagements
"Arihant super INR [---] ( Maintain [---] in long term) Book partial & shift to Sunteck"
X Link 2024-01-20T05:06Z [----] followers, [----] engagements
"Allsec Technologies Stock Idea CMP: INR [---] Market Cap: INR [-----] Mn Allsec Technologies is one of the leading providers of outsourced solutions in customer engagement human resource operations sales and retention and quality assurance for businesses across varied industries. The company has strong market leadership in processing [--] Mn pay slips monthly. It employs [----] full-time equivalents across [--] interconnected service delivery centers. The company's revenue grew by 23.1% YoY basis to INR [----] bn in the financial year [----]. Revenue Mix. DBS (Digital Business Services)"
X Link 2024-01-22T05:01Z [----] followers, [----] engagements
"Allsec Technologies Stock Idea CMP: INR [---] Market Cap: INR [-----] Mn Allsec Technologies is one of the leading providers of outsourced solutions in customer engagement human resource operations sales and retention and quality assurance for businesses across varied industries. The company has strong market leadership in processing [--] Mn pay slips monthly. It employs [----] full-time equivalents across [--] interconnected service delivery centers. The company's revenue grew by 23.1% YoY basis to INR [----] bn in the financial year [----]. Revenue Mix. DBS (Digital Business Services)"
X Link 2024-01-22T05:29Z [----] followers, [----] engagements
"STARLINK GETS NOD TO OFFER BROADBAND SERVICES IN INDIA: MINT This is negative for HFCL & Sterlite Tech in long term"
X Link 2024-01-22T06:58Z [----] followers, [----] engagements
"A company talks about 8x growth in [--] years I asked the company about logistics they revert dont mention about it stock would be 2x from here also. (focus on that stuff as per management). Recently raised money also. jai Ho SME stocks"
X Link 2024-01-22T08:25Z [----] followers, [----] engagements
"we upgraded price objective of Sunteck from INR [---] to INR [---] which gives an upside of [--] pc Detail note on email"
X Link 2024-01-23T03:45Z [----] followers, [----] engagements
"Krsnaa @670 we initiated today for INR [--] [--] target"
X Link 2024-01-24T09:30Z [----] followers, [----] engagements
"*Krsnaa Diagnostics Ltd. CMP: INR [---] Market Cap: INR [--] bn TP: INR 1052 Rating: BUY Report Link: Krsnaa Diagnostics Ltd. operated in Tier [--] & Tier [--] cities providing diagnostic services from their centres across the country. The diagnostic chain earlier operated entirely from within the Government hospitals providing Radiology tests (CT Scan & MRI tests) to patients at a discounted price 45-60% rates lower than existing market rates and Pathology tests at 40-80% rates lower than B2C Peers. The diagnostic chain has total [----] centres and laboratories across India with [---] CT/MRI centres"
X Link 2024-01-24T11:07Z [----] followers, [----] engagements
"Birlasoft(BSFOT) Ltd- Q3FY24 first Cut CMP INR 823Market Cap INR [------] Mn Impressive set of Nos; New deal wins remain muted as expected Birlasoft remains our top pick in the IT sector consistently outperforming the industry and continues to remain positive on the stock *Birlasoft reported Q3FY24 revenues of USD [------] mn up 1.9% QoQ/8.7% YoY versus (Our estimate of USD [---] Mn). Constant currency (CC) revenue growth is up 1.8% QoQ above estimate of 1.6%. The company has reported consolidated revenue of INR [-----] Mn 9.9% YoY/ 2.5% QoQ in Q3FY24 above (Our estimate of INR [-----] Mn)"
X Link 2024-01-24T12:09Z [----] followers, [----] engagements
"buy Orient bell Ceramic for price objective of INR [---]. Detail note soon"
X Link 2024-01-24T14:21Z [----] followers, [----] engagements
"pls watch 26th January parade This year theme is Woman power so happy to see so many women in Indian forces @ArihantPlus"
X Link 2024-01-26T06:01Z [----] followers, [----] engagements
"Dear all My request for everyone on our contribution towards Viksit bharat & Safe Bharat Do not break any traffic rules we need to cross only on Zebra Crossing We would never go wrong side . Follow traffic rules ; Request for Government to make Zebra Crossing & Foot path we need to educate people to follow traffic rules please like and share @nitin_gadkari @Dev_Fadnavis @anandmahindra @Ajaya_buddy @YatinMota @VivekIyer72 @darshanvmehta1 @Devendra_Office @mieknathshinde @hvgoenka @ArihantPlus @sachin_rt @imVkohli #IndiaAt75 #HappyRepublicDay"
X Link 2024-01-26T07:19Z [----] followers, [----] engagements
"amazing movie Fighter ; #FighterMovie Hrithik Roshan is one of most underrated actor in bollywood"
X Link 2024-01-27T10:32Z [----] followers, [----] engagements
"Great day for Test Match Cricket West indies beating Australia in Australia What a comeback by England"
X Link 2024-01-28T09:46Z [----] followers, [----] engagements
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