aman kumar

@ar9abN Curious to know What's your cagr in 3 years of this portfolio?

Monthly Portfolio Update- MAY Portfolio Completed 3Y 2M No Changes From Peak ,PF is still down 1.77% Watchlist - Jnk India , Amanta Healthcare, Cohance , Gujarat Fluorochemicals, Neogen , Walchandnagar, Xpro

𝑭𝒂𝒎𝒊𝒍𝒚 𝑷𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 Hello guys, I’m a novice investor & have started my investing journey in May 2022 . I have learned a lot from the investor community on Twitter & YT, by applying those learnings and of course, because of the bull market, YTD returns are handsome.

@MithunSarkari After writing such good things about the companies growth prospects .. felt good that i have invested in a great company .. and then comes the last line "I will avoid" .. 😵‍💫

5/ Hidden takeaway from concall:💡 Global companies increasingly WANT India.🔥 Mgmt: “Global chemical companies want to be in India unless they can’t.” And Aether is positioning itself right at the center of this shift. FY26: ✅ 50+ customer/certification audits ✅ 19 marquee clients added ✅ multiple Site 5 pre-audits completed China+1 is becoming real business now.🔥🔥🔥

Aether Ind. may be India’s first “deep-tech chemicals” company hiding in plain sight. Most chemical companies compete on capacity. Aether Industries is trying to compete on capability.🔥 Lets understand Q4 Fy26 concall. 🧵👇

@MithunSarkari Both aether and azad results have been mixed bag .. however immense potential seems to be there for next few years.. Do share you thoughts of both 🙏

I received few requests to post on Aether Industries. So studying that ... Will post " Aether Industries , may become the Azad Engineering of Chemical space "

@mohan_koushik1 Sir how do you see the result of azad engineering ?

#Manorama Ind Exceptional numbers with strong EBITDA margins, and now the company is entering its next phase of growth with major CAPEX expansion. CFO at ₹250 Cr highlights the quality and strength of the business. At this pace, ₹1,000 Cr PAT no longer looks far away.

@LearningEleven Sir, you still bullish on aether industries?

SGRL - Decent recovery considering FY26 wasn't going to do anything. More than the results, the concall commentary is key to understand if FY27 would see growth or would it be another sideways. Senores - Decent numbers and good guidance but couple of delays are in there. Sai Life - Average results, considering stock is trading above 10 P/S, price might see some pressure tomorrow. Beta Drugs - Below average, might see pressure

@LearningEleven Sir, You still bullish on aether industries?

i) How TD Power is shaping up for FY27 & FY28 ii) The Sakar Healthcare gold rush iii) My latest views on Shree Ganesh Remedies and RBZ Jewellers iv) The swinging Sai Life Sciences v) And finally, the “hero or zero” bet that I am disclosing for the first time All these answered in "On the Ground" edition today!

@pratbrat Do share your thoughts on management commentory. Why q4 was muted and how Fy27 onwards look like 😃

5 mins into Aether Industries' conference call QnA and I am already bullish :)

@Manojeet_Das @EquityValueIn How do you see SGRL results today ? Is the worst almost behind now ?

While I don’t know about the management’s capabilities but I do know some qualitative pointers that gives me some confidence that they can scale this big: Starting with the qualifications: Kothari ji - UG in chemistry with 30 years of industry experience Gunjan(1st son) - Masters in Fine chemicals and worked as R&D scientist in a UK firm. He is the innovation guy for SGRL Parth(2nd son) - Masters in chemicals but currently is playing the role of CFO Since their sons joined the company in 2017, revenue scaled from 27 cr to 126 cr in fy24 and 109 cr in fy25 (dipped due to external headwinds) While I don’t know anything about chemistry but seeing gross margins moving up since 2020 indicates that they have pricing power or are selling niche products. Also positive cash flows for so many indicating that they are doing some right things. Disc: I am investing and biased and hence okay to see some more bad quarters.

Q3FY26 pessimism rate of change tracker , pessimism themes that have sharply faced major profit pool collapses , Valuation multiple collapses and Increased capacity problems ( over last 2Y), there are some signs of improvement in a few 1) Microfinance space - Clear signs of recovery as we had expected to Q3FY26 to be the evidence of rate of change quarter and it has proved to be so , Credit Access showing good numbers , Northern Arc commentary on collections and asset quality in the MFI space has substantially improved , according to them business is coming back /crossing pre 23 levels and things are smooth so far here , Armaan numbers and commentary will be essential here to see the longevity of JLG and really tell us the re borrowing patterns as well 2) Chemicals - very very interesting actually , things are clearly starting to come together here , EU FTA , USA tariffs reduction and most importantly the China Involution impacts , In China's economic context, "involution" (nei juan) describes a vicious cycle where companies engage in increasingly intense competition that yields diminishing returns for all participants, this policy has come sometime back but latest Aarti call has indicated they are actually seeing some changes on the ground for reduced subsidies , Aarti Industries has surprised me for 2 quarters now , Deepak remains a F28 story , styrenix is commenting on better prices in Jan as well and Neogen capex is also behind them , broadly industry utilizations and pricing has hit that odd spot , where utilizations are high the pricing is odd while other players struggle to sell at higher prices , but here things are looking far better than than Q2 , few players are gearing strong for a comeback who are prepared with capacities , focus on capacities delta and pricing here ( better times ahead seems to me) 3)Plywood /Laminates - Not seeing any major change here , weakness persisting in the ramp up for players , though realization in some are holding up , here I only watch greenlam their TAM is increasing , here the key monitorable remains their new Utilizations and incremental ability to hold up realizations , no change in stance here 4) PVC pipes - channel and ground checks tell me that there is some decent restocking demand , but the problem here really is market structure , Supreme was focusing on market share letting go of realizations, Astral was focusing on mix and keeping consistent production , Apollo pipes tried to play the slow game but could not and they have slipped into Losses in Q3 as they chose WC> market share and Kisan realizations were so low that management just called them " bad " , but again it is a very efficient player in this but market structure is tough but if we see some more traction on ground in Feb that would be a big trigger as sector profit pools , ROE , incremental capex viability is tanking , while utilizations remain very low already across the sector , seems to me this will take more time to base build ( starting Q1) For now MFI-Chemicals > Laminates and PVC odds of better Q1-Q2 If you liked reading it let me know! @ishmohit1 @EquityInsightss @suru27

@JoshiEien Sir Please do talk about growth outlook of aether industries

Ask us anything on the chemical sector! We shall be answering all the questions tomorrow on YouTube. 🙌

@Goldforestinves Mazgaon not grse ??

✅ Q4 FY26 PEAD SUMMARY 🔥 (as of 2 May 2026) Here’s the clean consolidated list of all strong PEAD candidates 🔥 TOP TIER (Strongest & Most Repeated) 1. Piramal Finance – PAT 5x + 25% AUM guidance 2. Kirloskar Pneumatic – PAT +79%, EBITDA +69%, 20%+ FY27 guidance 3. CEAT – PAT +145% (doubled), huge margin beat + big dividend 4. Mazagon Dock Shipbuilders – PAT +109-118%, massive defence order book 5. Waaree Energies – Rev +112%, PAT +75%, solar boom beat 6. Aye Finance – PAT +111%, improving cycle + guidance 7. Equitas Small Finance Bank – PAT +405% turnaround 8. Skipper – Rev +29%, PAT +70%, record ₹8,500 Cr order book 💪 Other Strong PEAD Names (High Buzz) • HFCL – Blockbuster turnaround (PAT from loss to ₹178 Cr) • Emmvee Photovoltaic – Rev +62%, PAT +89% (solar) • AU Small Finance Bank – PAT +65% on healthy NII • Tamilnad Mercantile Bank – PAT +28%, GNPA halved • Bajaj Finance – PAT +22-23%, clean beat • Federal Bank – PAT +22% • Ideaforge Technology – Loss to ₹60 Cr PAT, Rev +594% (drones) • RailTel Corporation – PAT +25%, strong QoQ • Supreme Petrochem / Supreme Industries – Consistent margin & PAT beats • UltraTech Cement – Strong EBITDA/PAT beat • Nippon Life AMC, Groww, Acutaas Chemicals, Servotech Renewable – Sector standouts Key Themes from the Season: • NBFC / Small Finance Banks → Dominated (Piramal, Aye, Equitas, AU, SBFC etc.) • Defence + Capital Goods → Very strong (Mazagon Dock, Kirloskar, Skipper) • Solar / Renewables → Waaree, Emmvee, Servotech • Tyres + Industrials → CEAT, Supreme group

@riteshmjn @TraderM27998841 Sir could you please share about indian major city like bangalore as well 🙏🙏

@TraderM27998841 I have given it a lot of thought over last 1 year where I laid out this path. Now I am firmly of the opinion that for next 5 years and possibly 10 years real estate prices will be stagnant in both Vancouver and Toronto.

Foreign investors drove up Canadian real estate prices, forcing locals to buy at inflated values. Now, foreign money is shifting to Canadian real assets like equities, but most Canadians are tied up in real estate and can’t join in. As liquidity and valuations move from housing to real assets, residential real estate in Canada could seriously underperform compared to other assets.

@samisosa1234 What's your view sir ?

Time Duration : 1-2 Yrs At CMP, which company seems a better investment and why ? HFCL vs Sterlite Tech

@ayushmarda07 Oh ok

@amaniable Good but lack of investors communication

A Smallcap High Growth Stock from Transformer Sector At Huge Discount | Am I Buying In 2026 ? Transformers & Rectifiers India Ltd Detailed Anlaysis We Discuss Q4 FY 26 Results & concall Why Is Stock Down ? What to do as investor in This Stock ? Business Model & Tailwinds Risks & guidance

@LearningEleven Sir among the transformers name which are your tracking which can grow and at reasonable valuation . I am studying voltamp

TARIL - what a fall from grace. Could this have a rub-off effect on other transformer names? Unlikely. After five months of consolidation, it seemed like a bottom had formed, but that may not be the case.

@JoshiEien Noted, had read that they have ventured into battery chemicals as well hence asked. Hope semiconductor chemical thesis is intact for them 😊

@amaniable Still bullish on them. They are not just battery chemical companies.

Battery chemicals business in India would never take off. Why? - tech dependence on Chinese - machinery import from China, Korea & Japan - rare earth minerals again from China for electric motors by EV makers - key RMs e.g. Lithium net imported - export oriented customer base in a volatile multi-polarised world - technological changes e.g. solid-state batteries emerging So, why a customer (Indian or Global) won’t choose a one-stop-shop supplier from China? Again, I want to be wrong here. And there are some pockets offering scope for Indian players in the battery value chain.

@unseenvalue Isi liye toh gurudev ko maarg dikhane k liye request kar raha hu 🙏 .. your take sir on this antithesis point of mine ?

@amaniable Self-awareness is crucial in both life and investing; steer clear of anything you find difficult to comprehend.

Invested when IPO was completely busted; bulls were dead and valuations were ~10x cash flows. Love busted IPOs; the best is probably ahead. Probably post 2035 ... D: core holding; fully biased; no fresh reco.

@DEBU_NEOGI You have tagged wrong abaan sirjee 😇

I built my own business after more than 3 decades in corporate leadership but not in the way most people imagine I never left corporate life with the intention of becoming an entrepreneur. At that stage, I was spending more time investing in and mentoring younger entrepreneurs, supporting ideas that showed promise. One such opportunity came through someone I had known and worked with earlier, who had experience in the chocolate industry and wanted to build a business in that space. My role at the beginning was simple, like every other investor: invest, guide, and observe. Over time, the business began to show something more important than enthusiasm, and that was consistency. Customers returned, operations stabilized, and the fundamentals started to make sense, and what changed my role was not excitement but evidence. That is when the investment stopped being passive and it became a responsibility I chose to takeon because conviction had been earned. That journey eventually became @Abaan, a premium global chocolate brand where I serve as the managing director today. 📌 To all entrepreneurs who are building, if you want your investor to stay with you for the long term, build in a way that earns their commitment. That trust is created through disciplined execution, steady progress, and the ability to deliver consistently, even when results take time. Because when conviction is earned, investment naturally evolves into partnership.