Dev Patel

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#SME #KRM #KRMAyurveda #KRMAyurved KRM Ayurveda FY26 Earnings Call Highlights 👉 FY27 & Future Outlook ▫️ Minimum 50% YoY revenue growth explicitly guided for FY27 and “next few years”, accompanied by further margin expansion. 💠 Management described 50% as a conservative floor despite capacity addition. ▫️ Expansion vs growth guidance 💠Clinics expanding ~4x (8 → 30+ super-specialty clinics this year) 💠Beds increasing from ~235 to 500 by end-FY27 (and 1,500–2,000 beds + 100 clinics in 3 years) 👉Management is comfortable with 50% revenue growth because of phased execution: 💠New facilities follow clinic → daycare → hospital model in locations with existing patient flow from digital/telemedicine funnel + strong references 💠Break-even achieved from Day 1; new hospitals/clinics start at 35–40% occupancy (vs 90%+ in mature assets) 💠Heavy focus on higher-margin services (already 53.8–63% of revenue) + cross-selling (product buyers converted to services and vice-versa) 💠Marketing spend deliberately kept at 13–14%; growth driven by repeat/referral patients rather than heavy advertising ▫️ Key growth levers for FY27 & beyond 💠30 super-specialty clinics (fertility, ortho, skin, spine, obesity, Uttar Basti, etc.) 💠25-bed luxury/wellness hospital in Delhi (site finalised, operational in ~3 months) 💠 500-seater telemedicine centre (IPO objective; current centre expandable to 100–150 seats) 💠E-commerce launch + 15 new food supplement products in next 15–20 days (part of 300+ approved SKUs) 💠Insurance panel expansion (GIC tie-up in final stages) and medical tourism push 👉 Current Capacity / Utilisation and Expansion Pipeline ▫️ Current operations 💠6 hospitals + 8 clinics 💠223+ bed capacity with overall 69% occupancy (90%+ in mature hospitals, 35–40% in newer ones) 💠ARPOB ≈ ₹8,400 per day 💠40+ Ayurvedic physicians + 71 trained therapists 💠Revenue mix: Services 53.8% (sharp increase from ~35% last year) | Products 46.2% ▫️ Near-term pipeline (FY27) 💠30 super-specialty clinics (Pan-India densification + new territories: Navi Mumbai, Chandigarh, Dehradun, Bangalore, Patna, Pune etc.) 💠Bed capacity ramp to 500 (includes new 100-bed hospital agreement + recently opened Dwarka & Janakpuri clinics) 💠Govt-affiliated therapist training program to support scaled operations 💠Phased launch of 300+ approved product SKUs + GMP-certified in-house manufacturing ▫️ Medium-term pipeline (next 3 years) 💠100 super-specialty clinics feeding hospitals via hub-and-spoke model 💠Pan-India expansion + continued international tele-consultation (US/Europe already contributing) 💠Luxury/wellness vertical for higher ticket size 👉 Other Notable Points ▫️ Debt-free post IPO (₹12 Cr debt fully repaid) ▫️ Diversified revenue mix: Shift from product-heavy (FY23: services only 6.59%) to balanced integrated healthcare platform ▫️ Patient acquisition efficiency: 8 lakh+ digital subscribers; heavy reliance on references, repeat patients and cross-selling → scaling without proportional marketing increase ▫️ Top therapeutic areas: Kidney, Arthritis, Liver (thousands of documented testimonials); also infertility, lifestyle diseases, skin, musculoskeletal ▫️ 5th-generation Ayurveda expertise + in-house R&D (5 MD doctors in Dravyaguna & Rasashastra + dedicated R&D head) ▫️ All hospitals & clinics NABH-accredited; therapist training program with Govt of India affiliation

200 Cr Revenue but profit growing at 74% YoY Margins expansion quietly happening👀

If they deliver amidst RM turmoil,this is bound to get re-rated

KRM Ayurveda- -Recently added at 240. -Trading at 28x pe on TTM basis. -Minimum 50% revenue growth for next few years.(conservative guidance) -Margin will improve from here. -Expansion: FY27 target 1.Clinics currently 8 to 30 till FY27 end. 2. Beds increasing from ~235 to 500 by end-FY27 3.1,500–2,000 beds + 100 clinics in 3 years -Break-even achieved from Day 1; new hospitals/clinics start at 35–40% occupancy (vs 90%+ in mature assets) Credit:@sachprat07

Sunil Singhania Mukul Agarwal Aashish kacholia Huge TAM , coupled with strong Outlook Sums up everything

2 MFIs I have been holding for around the last 1 year and are in consolidation mode.. Arman Financial up by 12% today Northern Arc, up by 5% today Both Managements had guided good times from H2FY26, hence, good results are expected.

She is 30... still the reason men lose focus 😩🥵

This is the iconic kissing scene..

Gayatri Rubbers and Chemicals (#GRCL) My largest holding & highest conviction company 🤩 Relatively unknown company with great future. ✅🙏 Disc : I hold 2.33% of company and have increased stake 4 months back 💪🙏 My reasons for investment in #GRCL : Honest, hardworking promoters who underpromise and over-deliver every time 🙏 I have done factory visits and attended physical AGM. GRCL's PAT has almost doubled this year and it is growing at 83% CAGR since listing(last 3 years). 🥳 Company's PAT margins are close to 13.4%. A company growing at this pace every year with good margins & excellent promoters should trade at comparatively high valuations. GRCL: The Non - Tyre rubber company. A company to ride Railway , Smart Meters , Water/Gas meters , Infrastructure , Automobile etc themes simultaneously. GRCL makes speciality rubber products which are used in Indian Railways, Smart Meters , Automotive and Architectural sectors. It is not a commodity or cyclical business. It makes speciality rubber products. 😊 Their 2 speciality high value products - 'Intercar Gangway' and 'Absorption Strips' are used in Vande Bharat and other trains. They have recently entered into silicon mobile holders to be used in trains. There are 75 different kind of rubbers used in trains. GRCL makes 65 out of those 🤩 They are planning to venture into 5 new verticals- 1- Rubber pads 2- Bridge pads 3- Solar T shaped Rubbers 4- Gas /Water meter rubbers 5- Pipes Company is constantly shifting to high margin products which is visible from its profitablility growth. For FY27 , management has guided for 55cr+ topline and 9cr+ PAT (more than 60% growth) For FY28 the guidance is 70-80cr revenue with 14cr+ PAT(150% growth 🫡) I am sure they will beat this too like they have been doing till now . After listing they gave PAT of 91L(FY23) and in just 3 years they have reached 5.6cr PAT(FY26) . Growth 🤯 Key fundamental features of company - ROCE -40% ROE -33% Almost debt free. Promoters have recently increased stake to 74.06% . Technical perspective - Stock is looking to breakout after long consolidation and making inverse H&S . This is a boring evergreen business which is constantly growing under the guidance of best management I have seen till date. The management is doing concall tomorrow at 4pm. They recently did concall organized by Arihant capital. Note : Illiquid stock. Not a buy/sell reco. Just for educational purposes. #GRCL #GayatriRubbers #Investing

laurus lab looks good for swing 🌸

This company has already delivered ~2x returns in the last 2 years. And yesterday’s results further strengthen the case as the numbers reflect continued momentum and operational strength.✅ A Thread 🧵

Oriana Power! 1️⃣₹3,000+ Cr order visibility with a ₹3,135 Cr 10 year marquee deal 🚀 2️⃣Order books likely to support ₹1,500–2,500 Cr annual revenue potential vs ₹998 Cr last year 3️⃣₹15,000 Cr pipeline + green hydrogen(for now, only 3K cr is executable, rest to be)

ऐसे मौके बार बार नहीं मिलते भाई, लपक ले 😂😂😂

@Curious_Com_ Always waiting for your gem 💎

SHARING A FREE RESEARCH BASED TRADE TODAY ON TELEGRAM GROUP TODAY VCP + LONG BASE BREAKOUT ARE YOU INTERESTED?

Abhi toh uppr gaya hi nahi 🫢 #Sci This will be trending on Twitter so soon 😀.

@tushar9590 I share kwality, lincoln and izmo with him

DHEERAJ KUMAR LOHIA This is an investor who buys cos when nobody looks at them & keeps building the position over the years at the cheapest levels and rewarded handsomely in the later years. From a portfolio of ₹10 Cr in 2016 to ₹235 Cr in 2026. His Top Holdings: Shivalik Bimetal Kwality Pharma Taal Tech Lincoln Pharma Linc Izmo Om Infra

@nid_rockz This one is looking intresting to me. Harshdeep Hortico #Harshdeep Decent H2FY26 Rev at 36cr vs 31cr, H2 at 32cr PBT at 9.1cr vs 6.3cr, H1 at 6.8cr PAT at 6.8cr vs 5.4cr, H1 at 5.7cr OCF at 3.5cr vs 5.7cr

This Scene of #AnanyaPandey Clears all the kissing scenes she has done yet , she looked hottest in this and the costar was also looking well paired , one of the most hottest kisses from her on second number it's her kiss from khaali peeli then any other kissing scene 💋💋🥵🥵🥵

DAILY & MONTHLY #visualisation of #RATNAMANI 😄 Galat Ho Jaun , to Maaf Kar dena Bade malik 😁 @darvasboxtrader