Sourabh Agarwal
1.1K posts
Sourabh Agarwal
@SourabhFin
📊 CA and CS | IIM k alumni💼 Expert in financial strategy & compliance | 📈 Trans data into actionable insights |🌐Bridging business acumen with strategic.
Bengaluru, India Katılım Ocak 2018
7.5K Takip Edilen1.1K Takipçiler
This is a Big News!
Parle Products Initiates Talks for its Mega IPO
The Legacy FMCG Giant has started discussions with Kotak Mahindra Capital, JM Financial, Axis Capital and another two Bankers
Parle Products remains one of India’s largest unlisted companies. Founded in 1929 by the Chauhan family in Mumbai, the business is now led by the third generation—Vijay, Sharad, and Raj Chauhan—and is 100% promoter-owned.
The Parle-G parent has reported ~18,000 Crores in Revenues in FY25
Parle-G is ranked as world’s top-selling biscuit brands,
Its portfolio also includes Monaco, KrackJack, Hide & Seek, Melody, 20-20, Mango Bite, Londonderry, Kismi, Etc.
The IPO is likely to be a Full OFS, formal pitches are expected in progress by Mid-May
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Aimtron - H2 Results
-----------------------
Surpassed the Guidance
FY25 Revenue Actual = 159 Cr
FY26 Revenue Guided = 270 Cr
FY26 Revenue Actual = 301 Cr (89% Growth)
FY25 PAT = 25 Cr
FY26 PAT = 46 Cr (80% Growth)
Too Good Results for 2000 Cr MCap
Goal = 1000 Cr Revenue
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Going to be a big one .
Sandeep R | Microcap Alpha@investor_sr33
Hidden Stock triggers – Day 19 Stock: SEDEMAC If you track good companies, save this 👇 This is not a typical auto ancillary. This is a deep-tech backend play. What they actually do: They build the “brain” of machines. • Engine control units (ECUs) • Powertrain controllers • Generator control systems If this fails, the machine doesn’t run Clients (very important): • TVS Motor • Bajaj Auto • Hero MotoCorp • M&M Works directly with OEMs Why it’s interesting: • High entry barriers • R&D driven business • Long product lifecycle Once integrated, stays for years Moat? • Deep tech + engineering • OEM approvals • Switching costs Others • Revenue growing ~25% CAGR • Strong profit growth • Expanding into EV + exports What to watch: • Client concentration (very high) • IPO was OFS → no fresh capital • Valuation on higher side ~75% revenue from single client risk exists My view: This is a niche tech supplier. If execution sustains: Strong long-term compounder If concentration risk hits: Sharp de-rating possible Follow @investor_sr33 for more updates .
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Data centers and most industrial captive power setups can operate without turbines
No turbine needed here
Generators can be installed quickly here with flexibility
So Data center boom means huge demand for generators
Who makes generators for these data center ?
TD Power 😍
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Every interesting investment sits at a crossroad.
On one side:
Strong order book, expansion plans,
On the other:
Leverage, execution risk & timing uncertainty
In investing, clarity doesn’t come from certainty.
It comes from understanding probabilities. lnprcapital.com/research-note-…
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Radhe Radhe 🙏🏻
“Your network is your networth”
In this video I have highlighted the importance of Network in your investing journey with a practical example.
youtu.be/BD6Sqid8Z50?si…
YouTube
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Bull markets don’t announce themselves..
They quietly take off while most wait…
#Investing
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1990, 2001, 2008, 2022 and now again, every time a new crises happens it’s easy to panic sell.
But in the middle of all the noise, it is a good reminder to just zoom out a bit and focus on what actually matters.
Carnelian Asset Management and Advisors@carnelian_asset
1990. 2001. 2008. 2020. Every time, the headlines screamed this time is different. It never was. And here we are again. This time we share our thoughts on navigating the current crisis and why long-term investors must hold through the chaos. Our thoughts * Crises end and earnings endure - history is unambiguous on which one wins. * Terminal Value, not next quarter's earnings, is what you truly own when you buy a stock. Short-term events disrupt sentiment, not terminal value. * Across every crisis - Gulf War, 9/11, COVID - markets recovered sharply. The pattern is consistent. * What changes is sentiment - violent, visible & temporary. What doesn't change is the compounding engine underneath. * India's structural drivers remain fully intact: strong corporate balance sheets, pro-growth policy, solid demographics & a resilient banking system. * Markets bottom well before the crisis ends - the best time to act is rarely when it feels. Read through for key insights from our latest investor letter: carneliancapital.co.in/letters-to-inv…
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These are filtered for solid fundamentals (high ROCE/ROE, low debt, strong promoter holding, consistent profitability) and high growth (strong 3–5 year sales/profit CAGR, recent quarterly growth in many cases).
Pick top 3 from the image
Disclaimer : DYOR no buy sell recommendation
Trend Spark: Dive into Insights Galore@TrendSpark420
📈 THESE STOCKS ARE OUTPERFORMING THE MARKET — EVEN IN THIS MARKET • Acutaas Chemicals • CCL Products • GE Shipping • BEL • Data Patterns • Sansera Engineering • Dynamatic Technologies • Syrma SGS 💡 Add more stocks in this list if I’ve missed any 👇
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Raymond Realty@RaymondRealtyIN
Thane has held main character energy, since the very beginning. A city shaped by moments, movement, and constant evolution. And at the heart of it all, rises an oasis of indulgence. Introducing TenX District 9; Thane’s Next Gen Oasis. #RaymondRealty #TenX #District9 #Thane #NextGenOasis
QME
#RaymondRealty Limited launched Ten X District 9 project in Thane. Project spans ~9 acres land.
Estimated revenue potential ₹2,000 crore.
GDV now 42K cr .
Market Cap 2300cr
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Now a SEBI REGISTERED RESEARCH ANALYST
- INH000025027
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Three people in their 20s behind me in a cafe are discussing SME stocks.
30 trades last month.
“Booked profits.”
“Sold at the top.”
“Bought again before the Budget.”
Most of them have already lost hair.
End of story.
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It’s Budget Day.
Go out. Take a walk. Have a coffee.
AI will summarise the numbers.
Experts will debate the fine print.
Your job?
Stay creative. Stay calm. Enjoy life.
Markets will do what they always do.
Having a thighs day at gym , what about you ?
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We exited #Prestige a couple of quarters back.
Yes, Q3 numbers looked strong — but they don’t move the needle.
Look closely:
• Inventory: ₹14k cr → ₹36k cr
• Sales: marginal growth over ~2.5 years
• Inventory turnover: 0.4x → 0.17x
In real estate, inventory cycle is the truth.
Fundamentals always help with the right exit.
#SadhanMentorship #Investing #RealEstateStocks
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Key Points to note✍️
2024: Renewables Decadal Theme
2025: Transformers Decadal Theme
2026: Prefab Decadal Theme
Narratives come & change with Time, all that matters is the Entry Price💰
In last 2 yrs one thing is seen, if not full, partial profit booking is very important✍️
Muthukrishnan Dhandapani@dmuthuk
Last year, transformers were suddenly touted as decadal theme. As I said before, prefab too became a decadal theme. In a short period, prices have corrected almost by half in these sectors. Nothing wrong in buying a transformer or prefab company. I'm mentioning this to completely avoid narratives. Ignore terms like 'decadal theme', 'mother of bull market', 'grandmother of bull market' and so on. Evaluate every single company separately (even if they are in same sector) based on possible future earnings growth and what valuations you are paying for the same. Every single stock is unique. No two stocks are same. You may just like that choose two popular jewelleries. When you dig deeply, the difference would be like chalk and cheese. Whatever be the narrative, however bullish market currently on a theme, you're safe only if your entry price is low.
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Bought PS5 for my son.
Wife to my son:
Why do you waste money like this?
Me hiding my phone which has my demat.
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The pain of drawdowns and excitement of growth in the equity market teach you a lot. Investors must have experienced excitement of growth during 2020-24 and now they are experiencing pain of drawdowns from Sep’24 till date. Those who will learn from these experiences and improve their strategy would be successful in next bull market.
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Sourabh Agarwal retweetledi
माँ चाहें खुद अनपढ़ हो लेकिन बच्चों को हमेंशा पढ़ाना चाहती है।
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