PrudentParrot

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PrudentParrot

PrudentParrot

@PrudentParrot

Exploring the hidden gems of the stock market! On a quest to make finance simple & accessible to all. Grab a seat and join us on this journey! Stay Prudent!

Access PrudentIdeas → Katılım Aralık 2023
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PrudentParrot
PrudentParrot@PrudentParrot·
Dear subscribers, As promised, released three businesses with highest ever profits, strongest balance sheets and lowest valuations and with clear visibility of future growth. prudentparrot.com/undervalued-bu…
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PrudentParrot@PrudentParrot

The stock markets are not going to remain like this always ⌛️ We are going to release a set of super undervalued businesses that we find interesting at current prices for our esteemed subscribers soon. Stay tuned! Subscribe to #PrudentIdeas here: prudentparrot.com/membership

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Manojeet Das
Manojeet Das@Manojeet_Das·
#SakarHealthcare Mcap 1248 Cr | PE 50x → 42x Q4FY26 numbers: Sales growth: 41% YoY PAT growth: 91.3% YoY OPM: 36.8% vs 31% YoY OCF: 49.25 cr vs 34.03 cr Stock is up 20% UC prudentparrot.com/pharma-alchemy… #PrudentIdea
Manojeet Das@Manojeet_Das

Sakar healthcare hits an all time today 🔥 prudentparrot.com/pharma-alchemy… Q3FY26 numbers were amazing. Sales growth 62%, PAT growth 124% @PrudentParrot @DasHimadri13 Disc: No buy/sell reco.

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Manojeet Das
Manojeet Das@Manojeet_Das·
#Archean Chemical Industries Mcap 7300 Cr | PE 69x Update: Fiscal Support Agreement with the India Semiconductor Mission Setting up a semiconductor manufacturing facility at Info Valley, Bhubaneswar, Odisha. Investment size: 2067 Cr Facility capability: End-to-end wafer fabrication and Packaging. Annual capacity: 60,000 SiC wafers and ~96 million SiC MOSFETs and diodes Applications: EVs, RE, DC, Smart grids, 5G, Industrial Automation. Our detailed study: prudentparrot.com/archean-chemic… Disc: No buy/sell reco.
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PrudentParrot@PrudentParrot

The Most Detailed Business Breakdown on Archean Chemical Industries you’ll find on the Internet! Bookmark this for later 🔖 A Thread 🧵

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Manojeet Das
Manojeet Das@Manojeet_Das·
#Remsons Mcap 412 Cr | PE 22x ₹16 Cr additional revenue from a global commercial vehicle OEM for a period of 10 years from 2028 onwards. Disc: Invested. No buy/sell reco.
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Manojeet Das@Manojeet_Das

#Remsons out of Astro Motors. Good point on realising their mistake early I think. Too many acquisitions and JVs were on plate. Disc: Invested. Biased. No buy/sell reco.

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Manojeet Das
Manojeet Das@Manojeet_Das·
Market Cap added today: 101 cr. Identified and holding since 220 cr. PS: Buy and hold works great if you are with a decent management. Disc: No buy/sell reco.
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Manojeet Das@Manojeet_Das

Macpower CNC - A very undervalued Microcap stock? - Yearly sales is 172Cr - Order Book - 149Cr(31/12/21) - Management has a clear vision to grow at 25%-30% CAGR going forward - They know their Competitive Advantage PS: Market Cap is only 217Cr @academy_share @ishmohit1

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Manojeet Das
Manojeet Das@Manojeet_Das·
#AccretionPharma Mcap 127 Cr | PE 14x +45% in 4 months, since published. Disc: No buy/sell reco. @PrudentParrot @DasHimadri13
PrudentParrot@PrudentParrot

Posted December month #PrudentIdea Read here: prudentparrot.com/accretion-phar… It takes a lot of time and energy to study a business in detail, draft it, and bring out differentiated insights that others might miss, and we do this every month 😊 Subscribe here: prudentparrot.com/membership

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Manojeet Das
Manojeet Das@Manojeet_Das·
The more time I spend in the markets, the more I realise that long-term wealth creation is more of a behavioural game than a knowledge or skill-based one.
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
Own businesses that earn in USD but spend in INR. Avoid the opposite. That’s the tweet.
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PrudentParrot
PrudentParrot@PrudentParrot·
Posted April month #PrudentIdea Read here: prudentparrot.com/rajratan-globa… It takes a lot of time and energy to study a business in detail, draft it, and bring out differentiated insights that others might miss, and we do this every month 😊 Subscribe here: prudentparrot.com/membership
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Manojeet Das@Manojeet_Das

A new, interesting study on a company down 70% (and 80% in March last year) from its 2022 peak will be out soon on prudentparrot.com. Follow @PrudentParrot for timely updates on the #PrudentIdeas. Disc: None of the names mentioned should be treated as a buy/sell recommendation.

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Manojeet Das
Manojeet Das@Manojeet_Das·
Amazed by the clarity of the management’s thoughts on the earnings call. This should at least be a ₹500 Cr Mcap company in the next 12 months given the similar growth continues. Disc: Invested. Biased. No buy/sell reco. #FidelSoftech #IT #LangTech
Manojeet Das@Manojeet_Das

#FidelSoftech Mcap 194 Cr | PE < 14 Crossed 100 Cr FY26 topline as promised by @suku99 sir 👏 Full year: 50%+ PAT growth 🔥 Q4FY26 numbers: Sales growth: 156% YoY PAT growth: 42% YoY

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Manojeet Das
Manojeet Das@Manojeet_Das·
Sorry, It is ₹1 per share dividend and not ₹0.5. ₹1 per share to ₹4 per share dividend (pre bonus normalised) 🫡
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Manojeet Das@Manojeet_Das

@PrudentParrot @DasHimadri13 Cash + Investments: 224.6 Cr (Best time to utilise this for an acquisition given the pessimism in IT) OCF: 84.9 Cr vs 50 Cr Dividend: ₹0.5 per share (₹2 per share ex split calc.) Disc: Invested. Biased. No buy/sell reco.

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Manojeet Das
Manojeet Das@Manojeet_Das·
InfoBeans launches two new accelerators today. 1. InsaneSDD 2.0 2. RAI (Reliability and Assurance Intelligence) "InsaneSDD 2.0 is what happens when you stop treating AI as a code generator and start treating it as a thinking partner in the engineering process. The specs get smarter. The code gets cleaner. The surprises go away." said Mitesh Bohra. "As AI takes on more of the software engineering workload, the question of reliability becomes non-negotiable. RAI is our answer to that - built not just to test software, but to make AI-generated output trustworthy at scale.” Mitesh Bohra.
Manojeet Das tweet mediaManojeet Das tweet mediaManojeet Das tweet media
Manojeet Das@Manojeet_Das

#INFOBEAN Mcap 1870 Cr | PE 25x → 21.5x Revenue: 500 Cr + ❤️‍🔥 Q4FY26 results: Sales growth: 37.3% YoY PAT growth: 104% YoY OPM: 20% vs 18.7% Full year numbers: Sales growth: 30% PAT growth: 128% OPM: 22% vs 17.3% @PrudentParrot @DasHimadri13

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Manojeet Das
Manojeet Das@Manojeet_Das·
@PrudentParrot @DasHimadri13 Cash + Investments: 224.6 Cr (Best time to utilise this for an acquisition given the pessimism in IT) OCF: 84.9 Cr vs 50 Cr Dividend: ₹0.5 per share (₹2 per share ex split calc.) Disc: Invested. Biased. No buy/sell reco.
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Manojeet Das
Manojeet Das@Manojeet_Das·
#FidelSoftech Mcap 194 Cr | PE < 14 Crossed 100 Cr FY26 topline as promised by @suku99 sir 👏 Full year: 50%+ PAT growth 🔥 Q4FY26 numbers: Sales growth: 156% YoY PAT growth: 42% YoY
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PrudentParrot@PrudentParrot

#FidelSoftech Mcap 212 Cr | PE 15x Very good consol Q3FY26 numbers. Acquisitions paying off 👏 Sales growth: 78% YoY PAT growth: 84% OPM: 16.24% Vs 15.49% Last year read: prudentparrot.com/fidel-softech-… #Langtech

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Keşfet

@DasHimadri13 @microcp2mltibgr @suku99 @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates