@MeAmitMishra Hi Amitji, is there any better way to connect with you either through DM or email ID to get some clarity in one of the company where you are invested.
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Sumiit Chopraa
1.2K posts
Sumiit Chopraa
@chopra_sumit
Chartered Accountant and Banker. Learning Markets
New Delhi Katılım Eylül 2011
430 Takip Edilen665 Takipçiler
with BJP leading in West Bengal, good price move in Kolkata based companies (at least the ones I follow 😉)
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@athena_ug @samisosa1234 Yes, having said no delay in new cell line is very critical as tailwind is limited and is there because of govt support. AlmM II benefit yet to come in full swing
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@chopra_sumit @samisosa1234 So that sense, websol fits best for next 2 yrs as they are into cells right?
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Q4 Result season going very good so far - 3 portfolio companies have given results with sales growth yoy
● Aimtron - 75%
● Websol - 131%
● Prizor - 165%
Result pending list
■ Vision infra
■ Vmarc
■ Delton
■ Hemant surgical
■ Influx
■ Chandan
■ Creative graphics
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Websol fall
Exchanges have removed Websol from the list of shares that can be pledged for margin.
This is hurting, since majority of Websol promoter holding is pledged.
After 130% gains in 2mnths... Websol is cooling down on Regulatory issue !!!
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@samisosa1234 As per DCr mix of module and cell sale, margin expected was 37-38% margin assuming 45% margin on cell and 30% margin on module sale.
Overall margin is 0.5 to 1 % lower than expected.
x.com/i/status/20440…
Sumiit Chopraa@chopra_sumit
Websol 161 Mw solar cell sold and 80 mw module sold. Q4 of ~ 390 cr loading and ebitda margin of 36-38% can give Ebitda of 140-150 cr. Q4 Pat could be 90-95 cr. x.com/i/status/20372…
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Websol
Good results bt two points to note:
1. There is a Tax adjustment which it seems has led to higher PAT
2. YoY margin erosion of 8-9% is something to be questioned on the concall as erosion is way more than what they guided for.
No wonder stock moved from 52 to 116 :)
Samisosa@samisosa1234
Solar Glut haan :) Wondering why Kediaji didn't listen to the Twitter experts :)
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@Alert_Investor Does this result include numbers from ICS. Pls check what is included in consolidated financials.
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@chopra_sumit Mgmt said in 2-3 yrs they will get AIC margins to AE level.
Also, how can margins be the same at consolidated level, if acquired company is performing at lower teens ebidta?
It’s quite obvious the acquired company will drag margins of aimtron electronics for 1-2 yrs.
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Aimtron management guided 270-280
Sales beat management guidance at 300 cr
Mgt guided pat margin of 15-16%
Achieved little lower pat margin of 14.3% in H2
However achieved 15% margin on Full year basis.
x.com/i/status/20266…
Sumiit Chopraa@chopra_sumit
x.com/i/status/20146… Aimtron mgt guided growth of 70% in Fy 26. Expected to even beat mgt guidance post acquisition of ICS. Lot of new area mgt targeting • Opportunity in drone industry in both US & India. • Applied for ECMS scheme
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@Alert_Investor Mgt guided sales and pat margin at company level. Didnt say only for atandalone. Having said that 1% here and there is not an issue. I am not taking away any credit from the mgt. It is definitely walk the talk by the mgt.
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@chopra_sumit H2 standalone pat margin is 15.1%.
Full year standalone pat margins is around 18%.
What you are referring to is consolidated margins. That was expected to be lower due to AIC. So company has met the margin guidance.
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@Pb07Punit Tax in current quarter is zero due to set off 96 cr carry forward losses against current quarter taxable income and 2.76 cr exceptional income is also there.
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@chopra_sumit Profits before expectionals items and tax is also 121 crs right ?
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Websol great numbers mostly in line with expectation.
Pat is more than expectation due to tax benefit.
Sales 401 cr
Ebitda 36.5%
Pat 125 cr
x.com/i/status/20440…
Sumiit Chopraa@chopra_sumit
Websol 161 Mw solar cell sold and 80 mw module sold. Q4 of ~ 390 cr loading and ebitda margin of 36-38% can give Ebitda of 140-150 cr. Q4 Pat could be 90-95 cr. x.com/i/status/20372…
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@MeAmitMishra @VijayKedia1 Amitji, good news flowing back 2 back -Q4 expected 400 cr, 1.2 dcr cell line empaneled now and Vijay kedia ji entering.
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Sumiit Chopraa retweetledi
40% growth with Margin improvement
Influx healthtech
x.com/i/status/20464…
Sumiit Chopraa@chopra_sumit
Influx healthtech mgt guided 40% growth for h2 fy 26 and price is at ATH. Available at fy 26 PE of 27. Strategic goal of 450-500 cr sales by fy 29 Capacity expansion will come live by Q1 Fy 27.
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Influx healthtech mgt guided 40% growth for h2 fy 26 and price is at ATH.
Available at fy 26 PE of 27.
Strategic goal of 450-500 cr sales by fy 29
Capacity expansion will come live by Q1 Fy 27.
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Vision Infra management guided H1 is 40% and H2 is 60% in their business due to monsoon impact in H1.
Considering H2 as 60%, vision infra is available at 12 PE with growth rate of more than 45%.
x.com/i/status/19882…
Sumiit Chopraa@chopra_sumit
Vision infra spectacular numbers 45% increase in sales and 47% increase in pat. Share at All time high at TTM PE of 15 and cherry on the cake promoter and Mukul Mahavir Agrawal investing thru warrant at 250 x.com/chopra_sumit/s…
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Sumiit Chopraa retweetledi
almm for solar pv cell got updated yesterday - now includes websol full capacity 1.2 gw
Amit Mishra@MeAmitMishra
govt is moving fast - after revising the cut-off date definition, mnre has now rolled out the first version of almm list-ii for solar pv cells. remember - demand far exceeds supply. so if someone is not on this list yet, expect inclusion soon once formalities are done.
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@VasuShankarGup1 It is based on DCR data. In the current quarter, most of heavy lifting happend in March month only. Refer chart to understand monthly consistency
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@chopra_sumit hii sumiit,
you have always been on point, in predicting the Numbers.
I have one question. What is the reason? Do you think websol sales are not consistent throughout each months and are mostly heavy on the last month of every quarter?
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Websol 161 Mw solar cell sold and 80 mw module sold.
Q4 of ~ 390 cr loading and ebitda margin of 36-38% can give Ebitda of 140-150 cr.
Q4 Pat could be 90-95 cr.
x.com/i/status/20372…
Sumiit Chopraa@chopra_sumit
Websol Q4 is going to be the best ever quarter till date. 137 MW solar cell sold and 70 MW solar module sold and still 4 days to go. Already crossed 325 Cr mark and 36- 38% ebitda margin means ~118 -125 cr x.com/i/status/20117…
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@Atulsingh_asan Hemant Surgical Credit rating Upgrade suggest 230 cr sales in Fy 26.
Means More than 160 cr sales in H2 fy 26 loading.
And more than 300 cr in Fy 27
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Don’t ignore medical equipment sector,
It’s highly focused sector by government of India because of huge imports.
Most importantly this sector is not cyclical also.
#stockmarket
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