CFA Level 3 candidate, MBA Finance from Great Lakes Institute of Management, Passionate about equity research
Followers: 126,421
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Royal Orchid Hotels #ROHLTD 23+ hotels to come by Mar 23 100+ in total ARR to move up by atleast 10% in H2 Solid traction in Blor Upcycle to remain strong H1 EBITDA 44cr To cross 100+cr in FY23 H2 trending v well 35-36% OPM Gurgaon witnessed 25%⬆️in ARR V bullish overall
Ajmera Realty #AJMERA Record Q2FY23 Manhattan: Solid response 33% inventory sold-6mnths Top selling in Eastern suburbs Greenfinity: 73% inventory sold-14mnths Nucleus Blor: 77% invention sold FY23n 24: To launch 4new proj 2200cr Rev potential 4300cr total Rev +11.8mln sqft
Jeena Sikho Lifecare #JSLL Enters Mumbai with a 200 bed ayurvedic hospital Safdargunj in Delhi 36 rooms with 14 beds 500sq yards with OPD Mumbai 100 rooms with 200 beds 44900sq ft with OPD Had Opened 2 centres on 14th Nov Looks to be agressively expanding through IPO funds
Archean Chemical Industries #ACI SBI mutual funds adds a big chunk of Archean Holds 6.46% stake which is 79,51,169 shares Acquired 59,85,556 shares which is 4.86% stake 40.5lakhs through anchor route 17.26lakhs through open mkt purchase post listing
Maharashtra Seamless #MAHSEAMLESS H2 to be on similar lines as H1 To sustain q2 margins Strong orderbook Prepaid 315cr debt Net debt free Exports strong US n Canada opened up well ICDs down from 144cr to 102cr To reduce further Q2 PAT⬆️86% 1:1 bonus Record date-24th Nov
Jeena Sikho Lifecare Ltd #JSLL Mkt likes pleasant surprises Company delivers an amazing quarter with margin expansion Delivers 75% growth n gets rewarded Opens 6-7 new centers in H1 n looks to keep adding n expanding to tier 2 n 3 cities 152 to 253 in 5days Up 68% in a week
Speciality Restaurants #SPECIALITY Solid Q2FY23 in a seasonally weak quarter Only one to have a QoQ growth among the peer set in lean qtr Rev⬆️50.8% at 97cr EBITDA 20cr⬆️106% PAT ⬆️296.4% at 11cr OPM 22% vs 16% Operational efficiency+cost control Q3 is the best ever qtr
Excellent commentary for Q3FY23 n FY23 from few companies like Raymond Ujjivan SFB Royal orchid hotels Powermech Projects MM Forgings Ethos Ltd Dreamfolks Narayana Hrudayalaya
AIA Engineering #AIAENG Solid Q2FY23 Record qtr in terms of rev, EBITDA, PBT n PAT Solid margin expansion OPM 27% vs 19% Q1 OPM at 21% EBITDA 291cr vs 130cr Q1 186cr PBT 313cr vs 148cr PAT 233cr vs 110cr Started commercial production with capacity 50000MT/annum 300cr capex
Jeena Sikho Lifecare Ltd #JSLL Excellent H1FY23 nos posted Rev 87cr vs 72cr PBT 15.4cr vs 8.4cr FY22 PBT was 15cr Crosses it in H1 PAT 11.2cr vs 6.2cr H1 EPS 8.36rs Opens 2 new ayurvedic hospital in Ajmer n Jabalpur Brand name"Shuddhi" Has 100+ ayurvedic centres
MM Forgings #MMFL Steady show Record quarter in company's history in terms of rev, EBITDA PBT n PAT Margins up 100bps Rev at 358cr vs 273cr EBITDA 67cr vs 49cr Q1 at 63cr OPM 19% vs 18% PBT 44cr vs 29cr Q1 at 38cr PAT 33cr vs 27cr(tax 24% vs 9%) H1 EPS 25rs Good OCF
Titagarh wagons #TWL Good Q2FY23 Should get better going forward Rev 607cr vs 342cr Other inc 16cr vs 6cr PBT 46cr vs 27cr Q1 at 28cr PAT 32.6cr vs 19cr Q1 at 22cr 12cr extra frm discontinued operations makes PAT 45cr vs 6cr Q3 should be a clean qtr post Firema consolidation
Good nos from some SME counters on 14/11/2022 Knowledge Marine Engineering Works Jeena Sikho Lifecare BEW Engineering Gensol Cargosol Concord Control Silicon Rental Solutions AVG Logistics
Good nos-14/11 from 8 to 9-15pm ConcordControl H1 PBT 2.7cr vs 1.3cr UniversalCables PBT 25cr vs 2.5cr,q1 20cr WelspunEnt PBT 40cr vs 14.8cr IndrayaniBio PBT 5.5cr vs 1cr,q1 1.8cr Hariom PBT 12.5cr vs 10cr,flat QoQ PGElectro Marksans BMW inds Sreeleathers Filatex fashion
Good nos-14/11 from 6:45 to 8 Cupid PBT 12cr vs 6cr,q1 5.7cr OCF 30cr Sharda Motors PBT 73cr vs 61cr,q1 60cr OCF 163cr Shriram properties PBT 22cr vs -14cr Prima plastics PBT 4.5cr vs 2.8cr Vasundhra Rasayan Career point PTC inds Kings infra Guj Apollo Paul Merchants
Good nos-14/11 from 5 to 6:45 Vikram Thermo PBT 7cr vs 1.7cr,q1 6cr Greaves cotton PBT 42cr vs -20cr,q1 28cr Hazoor projects PBT 12.6cr vs 0.6cr,q1 7.7cr Ritco PBT 8.7cr vs 6.2cr,q1 7.2cr POCL ent PBT 9cr vs 1.7cr,q1 3cr Ganesh eco PBT 26.5cr vs 20cr,q1 18cr Flomic global
Knowledge Marine & Engineering Works #KMEW Best ever H1 in comps history Delivers more than FY22 in H1FY23 Stable OCF 28cr for H1 H1: Rev 123cr vs 19cr PBT 32cr vs 6cr FY22 PBT at 28cr PAT 24cr vs 4.5cr FY22 PAT at 20.8cr H1 EPS at 23.3rs vs 4.4rs
MM Forgings #MMFL #MMFORGINGS Bumper Q2FY23 Steady show Record qtr in comps history in terms of rev, EBITDA, PBT n PAT Rev at 361cr vs 277cr PBT at 43cr vs 29cr Q1 PBT at 37cr PAT at 33cr vs 26cr Q1 at 28cr EPS 13.7rs vs 10.9rs H1 EPS 25.4rs vs 20.5rs OCF 83cr for H1
Good nos-14/11 from 4-45 to 5-15 #IRCTC Rev 831cr vs 421cr PBT 307cr vs 213cr,q1 329cr PAT 226cr ve 158cr OCF 296cr Jash engg Turnaround PBT 6.7cr vs -0.4cr,q1 -4cr OCF 11cr Alicon castalloy Rev 377cr vs 268cr PBT 21cr vs 5cr,q1 16cr Vesuvius India PBT 49cr vs 26cr,q1 39cr
Good nos -14/11 from 4:15 to 4:45pm Arman financial #ARMANFIN Robust Rev 93cr vs 51cr PBT 26.7cr vs 7.3cr,q1 at 20cr PAT 20cr vs 5cr H1 EPS 42rs vs 10rs GNPA 4.89%,NNPA 0.56% Agarwal industrial corp QoQ ⬇️ Seasonalty Rev 223cr vs 159cr PBT 17.5cr vs 5cr,q1 23cr OCF 65cr vs 14cr
CFA Level 3 candidate, MBA Finance from Great Lakes Institute of Management, Passionate about equity research
Followers: 126,421
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