reddy

2.2K posts

reddy

reddy

@BulletSpeed01

Katılım Haziran 2016
628 Takip Edilen27 Takipçiler
reddy
reddy@BulletSpeed01·
@ValueEducator Hey , u know who will make hell lof of money when this stock moves? Not promoter though
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Aaruhi Reddy 🥷
Aaruhi Reddy 🥷@CuteAaruhi4·
The arrival of the “Cockroach Janata Party” will actually benefit the BJP the most. Here’s the chronology behind it: The ideology of this party is anti-BJP, so around 90% of the youth joining it are already supporters of Congress, AAP, or other opposition parties. If this party contests elections, many voters will support it with the expectation that it might defeat the BJP. But the result will be the opposite. The BJP’s core voter base is not going anywhere and will continue to vote for BJP. The real loss will be for the opposition, as their vote bank will get divided among themselves. Clearly, vote splitting directly benefits the BJP and makes its path to victory easier.
Aaruhi Reddy 🥷 tweet mediaAaruhi Reddy 🥷 tweet media
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reddy@BulletSpeed01·
@StocksResearch Looks like top done in INR . mkt might goto UC sir.
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reddy
reddy@BulletSpeed01·
@vikiitd Stupid govt , increase tax and cig moved from 19 to 23 . Tough to shell out so much money everyday and it pinches
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reddy
reddy@BulletSpeed01·
@nid_rockz big joke in todays results . RCF
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Shreenidhi P
Shreenidhi P@nid_rockz·
Good #Q4FY26-21/5/26 till 5pm Rategain Travel Technologies #RateGain Good Q4FY26,mainly led by acquisition that they did 2 qtrs back Rev at 716cr vs 260cr, Q3 at 540cr EBITDA ⏫177% at 168cr vs 61cr Margin expansion phase is 2-3 qtrs away, should gradually move up PBT at 96cr vs 72cr, Q3 at 64cr PAT at 70r vs 55cr, Q3 at 26cr Higher depreciation,higher finance costs and higher employee expenses OCF at 233cr vs 120cr JSW Cement #JSWCem #JSWCement Solid Q4FY26 with 50%+ EBITDA growth with 500 bps margin expansion Rev⏫11% at 1895cr vs 1709cr, Q3 at 1621cr EBITDA ⏫52% at 365cr PBT at 215cr vs 76cr, Q3 at 184cr OCF at 1170cr vs 736cr Vintage Coffee #VinCoffee Good Q4FY26 Good QoQ and YoY uptick across all parameters Rev at 165cr vs 105cr, Q3 at 151cr PBT at 28cr vs 17cr, Q3 at 25cr PAT at 21ce vs 15.6cr, Q3 at 19cr Started paying taxes from last quarter OCF at 15cr vs -21cr We Work India Management #WeWork Rev⏫27% at 696cr vs 539cr, Q3 at 634cr PBT at 44cr vs loss Q3 at 17cr PAT at 66cr vs 37cr, Q3 at 17cr Tax credit OCF at 1734cr vs 1290cr Sandhar Technologies #Sandhar Good Q4FY26 Good QoQ and YoY uptick across all parameters Rev at 1307cr vs 1014cr, Q3 at 1184cr Other income at 16cr vs 5cr PBT at 77cr vs 51cr, Q3 at 45cr PAT at 64cr vs 43cr, Q3 at 33cr OCF at 2099cr vs 2469cr Ganesh Green Bharat #GGBL Solid H2FY26 Big growth vs H1FY26 and H2FY25 Rev at 723cr vs 180cr, H1 at 341cr PBT at 55cr vs 23cr, H1 at 43cr PAT at 42cr vs 17cr, H1 at 33cr OCF at 21cr vs -29cr Indo Borax Chemicals #IndoBorax Good Q4FY26 Rev at 63cr vs 50cr, Q3 at 41cr PBT at 17cr vs 12cr, Q3 at 12cr PAT at 14.5cr vs 10.2cr, Q3 at 9.2cr OCF at 87cr vs -104cr Century Enka #CentEnka Blockbuster Q4FY26 Big QoQ and YoY uptick across profitability Rev at 483cr vs 444cr, Q3 at 411cr EBITDA at 55cr vs 8cr PBT at 51cr vs 9cr, Q3 at 35cr PAT at 39cr vs 7cr, Q3 at 24cr OCF at 125cr vs 118cr Sheetal Cool Products #SCPL Good QoQ and YoY uptick across all parameters Rev at 133cr vs 93cr, Q3 at 64cr PBT at 11cr vs 6.5cr, Q3 at 5.5cr PAT at 8.1cr vs 4.7cr, Q3 at 4cr OCF at 34cr vs 38cr Namo E Waste #NamoEWaste Margins down vs H1 Rev at 107cr vs 83cr, H1 at 87cr PBT at 9.8cr vs 6.5cr, H1 at 10.1cr PAT at 7.3cr vs 3.1cr, H1 at 7cr OCF at 5cr vs -9cr Bodal Chemicals #BodalChem Good Q4FY26 Rev at 588cr vs 451cr, Q3 at 49c0r PBT at 36cr vs 12cr, Q3 at 0.2cr PAT at 32cr vs 15cr, Q3 at 0.2cr OCF at 176cr vs 114cr Juniper Hotels #Juniper Decent Q4FY26 15-16% EBITDA growth Rev at 301cr vs 277cr, Q3 at 295cr PBT at 90cr vs 73cr, Q3 at 82cr Exceptional loss of 23cr leads to PAT down 8% OCF at 393cr vs 309cr DP Abhushan #DPAbushan QoQ down, YoY 2x Most of it is inventory gains Rev at 1334cr vs 717cr, Q3 at 1222cr PBT at 67cr vs 35cr, Q3 at 98cr PAT at 51cr vs 25cr, Q3 at 73cr OCF at -97cr vs -19cr Haldyn Glass #Haldyn Rev at 108cr vs 83cr, Q3 at 125cr PBT at 9.3cr vs 5.6cr, Q3 at 8.7cr PAT at 7.3cr vs 4.4cr, Q3 at 5.2cr OCF at 61cr vs 45cr Shanti Educational Initiatives #ShantiEdu Turnaround Rev at 23cr vs 19cr, Q3 at 6cr PBT at 1.5cr vs loss in last 2 qtrs #Megastar MegaStar Foods Rev at 146cr vs 121cr, Q3 at 141cr PBT at 3cr vs 2cr, Q3 at 3.7cr PAT at 2.2cr vs 1.3cr, Q3 at 3cr OCF at 27cr vs -10cr Dolat Algotech #Dolat Rev at 126ce vs 114cr, Q3 at 108cr PBT at 65cr vs 56cr, Q3 at 54cr PAT at 47cr vs 40cr, Q3 at 39cr OCF at 56cr vs -27cr RCF Ltd #RCF Good QoQ and YoY uptick across all parameters are Rev at 5580cr vs 3729cr, Q3 at 4236cr PBT at 232cr vs 96cr, Q3 at 118cr PAT at 187cr vs 72cr, Q3 at 81cr OCF at -471cr vs 2363cr Decent: #SudeepPharma Rev at 182cr vs 157cr, Q3 at 172cr PBT at 63cr vs 58cr, Q3 at 61cr OCF at 70cr vs 49cr #DeeDev Healthy rev growth,margins down Rev at 362cr vs 286cr EBITDA flattish Stock has more than 2.5x from last qtr #E2ETransportation Big rev growth,margins poor #PageInd Rev at 1252cr vs 1098cr PBT at 238cr vs 219cr #Durlax Rev at 77cr vs 32cr, Q3 at 40cr PBT at 11.7cr vs 10cr, Q3 at 2cr
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reddy
reddy@BulletSpeed01·
@tushar9590 Hurray , I holding it . Thanks for great personality who suggested it.
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reddy
reddy@BulletSpeed01·
@StocksResearch We need ATH sooner just boring with these range market
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Prem Doshi 🇮🇳
Prem Doshi 🇮🇳@StocksResearch·
Nifty 23670 - i think today's sell off is drama, Market will close near highs.
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reddy
reddy@BulletSpeed01·
@ashwinidamani yes sir , for industry and also our country safety . NOt just here , all main associates should be rot in hell
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Ashwini Damani
Ashwini Damani@ashwinidamani·
One of the reasons BJP might be going to hard on Mamata is -- that if there is even a faint chance of her coming back in 2031 or 2035 also, then Industry will not invest in Bengal. For Industry confidence, it is imperative that Corporates have confidence of no TMC ever
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reddy
reddy@BulletSpeed01·
@PiyushGoyal Lets mix some Ethanol in toffee smell wud be so gud.30 pct ethanol cars not there, u want 30 pct blending. First reduce petril with ethanol price to 70
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Piyush Goyal
Piyush Goyal@PiyushGoyal·
India's TOFFEE TALE would surely be melody to the ears! Exports have grown nearly 166% since 2013-14. 🍬
Piyush Goyal tweet media
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reddy
reddy@BulletSpeed01·
@DillikiBiili Looks to me all PSU stocks are bottomed today
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reddy
reddy@BulletSpeed01·
@tushar9590 u r great to hold such business for 5 years :)
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tushar
tushar@tushar9590·
A stock you won't sell for next 5 years. If I have to name one it'd be Tejas Networks.
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reddy
reddy@BulletSpeed01·
@stokkinvesting This one a blind trading bet and nothing to loose
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Value investing ONLY
Value investing ONLY@stokkinvesting·
#MayurUniquoter was near 52 week low ~500 when i highlighted 2 months ago.. Today it is near ALL TIME HIGH ~700 35-40% return in just 2 months in a fundamentally very strong and inexpensive stock #Valueinvesting
Value investing ONLY@stokkinvesting

#MayurUniquoter has corrected modestly from ~600 to ~500 levels. Co has been reporting good performance since last 2 quarters.. promoter has started buying this week valuations at 12.5x trailing P/E and <10x EV/EBIDTA very attractive #Valueinvesting

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reddy
reddy@BulletSpeed01·
@DillikiBiili Looks like mkt already factored in upside till 98 and so strong moves in index
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reddy
reddy@BulletSpeed01·
@SureshKBN 5 years itself is risk sir , already trading in premium for 800 cr profit with 20k cr Mcap . I genuinely stopped thinking any company abt 5 yrs . Better buy cheap and anyway all go up in bull mkt and exit and make REAL money & not paper money.Biggest learning after 2 yrs grind
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Suresh K
Suresh K@SureshKBN·
just scanning results .. if GPIL can pull of their FY31 guidance FY27: pellet + mining ramp FY28: CRM + BESS first revenue proof FY29: BESS order book + CRM margin proof FY30: integrated steel plant execution visibility FY31: ₹30,000 Cr revenue scale with ₹3,000 Cr PAT now the major Q is what risks u see in next 5 years ?
GIF
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reddy
reddy@BulletSpeed01·
@StocksResearch Looks like bull market ready to climb all worries . Which means Ruppee is topping out as well. Super strong mkt
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Prem Doshi 🇮🇳
Prem Doshi 🇮🇳@StocksResearch·
I am a bullish guy by nature but i am not liking what i see globally, telling you again, telling you since 23700.
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reddy
reddy@BulletSpeed01·
@Dhruvapandey Hi Sir , In GCC do you you high paying jobs mostly or less pay when compared to IT services so far .
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Antifragile Thinking
Antifragile Thinking@unseenvalue·
Fair disclosure: I initiated the position at ~100 in the post-COVID period and exited 80% of the holding in 2026. I’ll aim to share a detailed presentation when time permits. | DMCC
Antifragile Thinking tweet media
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reddy
reddy@BulletSpeed01·
@FunTech__ Wats wrong in marrying at 25, thats perfect age and most not realising that
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Mr. Nobody
Mr. Nobody@FunTech__·
She is asking me to get married now. She’s 24 and her family is forcing her to marry. And I’m just 25 myself… I’m really confused. I can’t leave her, and I can’t marry right now either. What should I do ??🙂
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Rakshith santosh
Rakshith santosh@Rakshithsantos1·
A great deep dive on Sigma Advanced Systems by @LearningEleven covering their history, acquisitions, and outlook. Key highlights: Sigma acquired UK-based Nasmyth Group, a Tier-1 precision engineering partner supplying Rolls-Royce, GE, Airbus, and Boeing. This directly led to a 7-year, Rs.3,800 crore deal with Rolls-Royce to supply safety-critical aero components through their India-UK manufacturing network. Sigma is a backer of Indrajaal, the counter-drone platform. They also have an exclusive supply partnership with Indrajaal, providing the radar and electronic warfare systems that form the core of Indrajaal's counter-drone stack, translating to Rs.250 crore of contracts in year one. A lot happening under the hood with this one. @AI_Feb21
Rakshith santosh tweet mediaRakshith santosh tweet mediaRakshith santosh tweet mediaRakshith santosh tweet media
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
What happened to Kwality Pharma suddenly??? New all time high in this crashing market, zero civic sense.
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