Imran Mansuri
138 posts


The biggest mistake I made in stock market is selling my winners early
Here are few live examples👇:
Mistake 1-Deepak Nitrite at 400
Mistake 2-Shilchar technology at 800
Mistake 3-ACE at 180
Mistake 4-HAL took at IPO but sold due to underperformance in 2020
Mistake 5-CDSL at 260
Which stock have you sold early?
English

@Chart_Wallah108 Sir KPI green energy me kya karna chahiye ?
Filipino

@vardhiitbhu Sir why Promoter holding decreased and public holding increased in October?
English

🚨 Srivari Spices (SSFL) Deep Dive 🚨
🔻 Stock has corrected from its peak, offering an attractive entry point!
Management is optimistic, targeting 100% growth over the next 5 years. Even if they achieve a more conservative 40-50% growth, this stock can turn into a multibagger 📈 with a current P/E of only 27. Here’s why:
1. New Vertical - “Ready Stock” Initiative 🚚
•Phase 1: Launched 50 three-wheelers for rapid stock delivery.
•Phase 2: Adding 50 more vehicles next quarter.
•Phase 3: Targeting 200 EVs by Dec ’24 for wider distribution, ensuring coverage across cities & towns with minimal running costs.
2. Dealer Network Expansion 📊
•Dealer base expected to jump from 15,000 to 50,000.
•Focused on covering ‘C class retailers’, expanding reach to 75 lakh+ consumers.
•Building confidence through dealer meets, engaging 1000+ wholesalers in Telangana & Andhra Pradesh.
3. New Product Launches 🌶️
•Adding 15 new masalas.
•Introducing groundnut oil (low fluctuation) and rare safflower oil (no other company serves this pure).
•Continuous pipeline expansion to capture unique product segments.
4. Entry into Modern Trade Platforms 🛒
•Successful presence in Ushodaya, BigBasket, DMart (Online).
•Entered Reliance Jio Mart’s top 50 stores.
•Plans for Lulu, Metro Cash & Carry, Swiggy Instamart, and more.
5. Brand Visibility & Market Penetration 🌍
•200 branded “Ready Stock” EVs for consistent exposure, operating across two states daily.
•Targeting rural penetration and A+ category retailers to maximize market share.
With strong growth catalysts, entry into modern retail, and a vast dealer network, SSFL is positioning itself for sustainable growth. 📈
#SSFL #Stocks #Multibagger #srivari



English

@Chart_Wallah108 Sir Aap konsa add kar rahe ho ye bhi bataiye 😃
हिन्दी

Drone Destination H1FY25 Results!
Poor results in my opinion.🧸
Sales at 13.8 Cr ⏫ by 150% YOY and down 👎 by 47% from H2 FY 25.
👉Expectation of revenue was more than 150 Cr since they had an order of agri spraying of 30 Lakh Acres from IFFCO, to be completed by Sep 30.
👉Per Acre Average Revenue is Rs. 500.
Profits at 1.01 Cr ⏫ by 158% YOY and down 👎 by 84% from H2FY 24.
English

@ImranMansuri313 Margins of the business are recovering, their average margins are 20-21%
English

@Chart_Wallah108 Sir plz ur view on
Drone destination plzz
English

Good #Q2FY25-23/10/24 from 5pm till 7pm
Manorama Industries
#Manorama
#ManoramaIndustries
Blockbuster Q2FY25 🔥 👏
Record rev, EBITDA, PBT and PAT
Highest ever numbers 🔥
New capacity is operational now and should help in similar growth
Rev at 195cr vs 117cr, Q1 at 133cr
PBT at 35cr vs 12c, almost 3x YoY, Q1 at 18cr
PAT at 27cr vs 9cr, Q1 at 13.5cr
OCF at 13cr vs -153cr
PNGS Gargi Fashion Jewellery
#PNGSGargi
Very good Q2FY25👏 with solid QoQ n YoY uptick adjusted for one time sales of Q1FY25
Rev at 23cr vs 10.7cr
PBT at 7cr vs 2.5cr
PAT at 5.1cr vs 1.7cr
OCF at 9.6cr vs -11.7cr
H1 FY25 rev at 34cr vs 17cr
Krystal Integrated Services
#Krystal
Rev at 266cr vs 234cr, Q1 at 257cr
PBT at 16.3cr vs 14.6cr, Q1 at 15.3cr
PAT at 15.1cr vs 11.8cr, Q1 at 14.3cr
H1 PAT at 30cr vs 20cr
Sona BLW Precision
#SonaComster
#SonaBLW
Good set, but very rich valuations
Rev at 922cr vs 787cr, Q1 at 891cr
Other income at 21cr vs 6cr
PBT at 202cr vs 170cr, Q1 at 189cr
PAT at 143cr vs 124cr,flat QoQ
Healthy orderbook
OCF at 466cr vs 300cr
TVS Holdings
#TVSHoldings
Rev at 11562cr vs 10619cr, Q1 at 10483cr
PBT at 901cr vs 727cr, Q1 at 732cr
PAT at 599cr vs 457cr, Q1 at 481cr
OCF at 1633cr
CARE Ratings
#CareRatings
Steady Q2FY25
Post CRISIL, now CARE delivers
Rev at 117cr vs 96cr, Q1 at 78cr
PBT at 64cr vs 50cr, Q1 at 30cr
PAT at 47cr vs 35cr, Q1 at 21cr
Jagsonpal Pharma
#JagsonPalPharma
Good Q2FY25
Rev at 75cr vs 57cr, Q1 at 61cr
PBT at 15.3cr vs 10cr, Q1 at 10cr
PAT at 11.4cr vs 7.4cr, Q1 at 5.3cr
OCF at 40cr vs 17cr
English

@ImranMansuri313 @nikeshyadva I am not a registered financial advisor.
However, i hold it in my portfolio and think it can create good returns from current levels over long term.
English

@vandit_jain1994 @nikeshyadva Sir fresh entry kar sakte he ??
Plz share view
English

Drone Destination 🚀 can be one such stock!
Itis expected to generate a revenue of more than 200 cr in FY 25, which is significantly higher than 31 Cr Revenue in FY 24.
👉This includes one large orders for agri spraying of 30 Lakh acres of land by IFFCO.
Per acre revenue is 500-600 Rs.
👉Hence, this order alone can generate more than 150 Cr revenue and this order is expected to be of recurring nature and its value is likely to be increased in coming years. 🎯
Disclosure: Invested.
English

@Chart_Wallah108 Sir plz share ur view
Drone destination
Felix industries
English

Good #Q2FY25-21/10/24 till 6pm
Cyient DLM
#CyientDLM
Decent set, rich valuations
Rev⏫33% at 389cr
EBITDA ⏫34.4% at 31.6cr
Rev at 389cr vs 291cr, Q1 at 258cr
PBT at 21cr vs 17.5cr adj for other income, Q1 at 12.4cr
PAT at 15.4cr vs 12.4cr, Q1 at 8.4cr
OCF at -19cr, flattish
Orderbook at 1980cr
Crown Lifters
#CrownLifters
Rev at 7.5cr vs 5.2cr,flat QoQ
PBT at 2.8cr vs 1cr, Q1 at 2.3cr
Solid margin expansion QoQ and YoY
OCF at 31cr vs 25cr
Solara Active Pharma Sciences
#Solara
Turnaround qtr on PBT and PAT front
Guidance for FY25 intact which means H2 should be stronger
Rev down sharply at 346cr vs 425cr
PBT at 8cr vs loss in last 2 comparable qtrs
PAT at 9.7cr vs loss in last 2 qtrs
OCF at 100cr vs 87cr
Swaraj Engines
#SwarajEngines
Good set, slightly above ests
Rev at 464cr vs 388cr, Q1 at 418cr
PBT at 61cr vs 50cr, Q1 at 58cr
PAT at 45cr vs 37cr, Q1 at 43cr
Good OCF
Vinyl Chemicals
#VinylChem
Struggle on topline continues, however margin expands well
Topline flat at 150cr vs 154cr
PBT at 7cr vs 5.3cr, Q1 at 6.7cr
PAT at 5cr vs 3.8cr, Q1 at 4.9cr
OCF at 31cr vs 14cr
PMC Fincorp
#PMCFin
Rev at 7cr vs 3.5cr, Q1 at 8cr
PBT at 6.4cr vs 2.7cr, Q1 at 7.3cr
Gravita
#Gravita
Looks decent mainly due to higher other income
Excluding other income, there is degrowth
Rev at 927cr vs 836cr, Q1 at 907cr
Other income at 40cr vs 14cr, Q1 at 7cr
PBT at 85cr vs 67cr, Q1 at 75cr
OCF at 66cr vs 26cr
Valuations are rich for these nos
Pondy oxides had much better and stellar all-time high Q2FY25
Bajaj Housing Finance
#BajHousingFin
Rich valns, decent growth
Rev at 2420cr vs 1911cr, Q1 at 2209cr
PBT at 708cr vs 575cr, Q1 at 630cr
PAT at 545cr vs 451cr, Q1 at 482cr
GNPA NNPA slightly higher
Decent:
#HFCL
Healthy orderbook, execution hasnt been great
Rev down
EBITDA ⏫16%
Small margin expansion
H2 probably will see decent execution uptick
English

@ArindamPramnk Sir short term me 2050 ya 2100 tak hold kar sakte he ??
Indonesia

✔️Vatech Wabag another 6% rally
My target of 2100 intact
✔️Neuland Labs 8% down somehow feel price action is telling something else may be top is in making will make analysis on this next week
✔️Sahasra SME 13% down today as expected after 55% rally from listing day
We sold and booked profit when it was 6% down
English

@Chart_Wallah108 Sir Shivalik bimetal and Interarch for short term?
English

