Pratik dedhia

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Pratik dedhia

Pratik dedhia

@dedhiap

Senior Manager (Head of Fundamental Analytics) @ Morningstar Credit // Sports Enthusiasts// Infrastructure // Roger Federer Fan

Mumbai, India Katılım Haziran 2013
410 Takip Edilen434 Takipçiler
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Pratik dedhia
Pratik dedhia@dedhiap·
That feeling when your name appears on the Wall!!!
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
This is the last week of summer in Bengaluru, in next 5 days we will have cloudy weather, rainfalls, slight drop in temperature and south west monsoon entering by end of May hopefully. Enjoy🤩
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Good #Q4FY26-24/4/26 post 8pm Supreme Petrochem #SupremePetro #SPLPetro #SupremePetro A quarter of solid margin expansion QoQ and YoY Big growth in profit Rev at 1587cr vs 1539cr, Q3 at 1264cr EBITDA at 264cr vs 163cr⏫76%, Q3 at 78cr OPM ⏫650bps at 16% vs 9% PBT at 232cr vs 143cr, Q3 at 47cr PAT at 168cr vs 107cr, Q3 at 30cr OCF at 246cr vs 342cr Canfin Homes #CanfinHomes #CanFin Steady and consistent growth continues Rev at 1075cr vs 999cr,flat QoQ PBT at 352cr vs 279cr⏫26%, Q3 at 341cr PAT at 345cr vs 239cr⏫48%, Q3 at 265cr Some tax benefits this quarter Lower provisions at 0.5cr vs 15cr GNPA and NNPA down sharply QoQ GNPA at 0.85% vs 0.92% QoQ NNPA at 0.37% vs 0.49% QoQ Lodha Developers #Macrotech #Lodha Decent Q4FY26 on a big base Q4FY26 pre sales at 5890cr⏫23% Net debt reduced by 800cr Good pre sales data for Q4FY26 and FY26 Rev at 4713cr vs 4224cr, Q3 at 4672cr Other income at 127cr vs 196cr EBITDA at 1413cr vs 1220cr⏫16% PBT at 1264cr vs 1117cr, Q3 at 1243cr OPM at 35% OCF at 959cr vs 1566cr Net D/E at 0.23x Added 12 projects with 60,000cr GDV Total GDV of 2,00,000cr available for sale FY27 guidance: 20% pre sales growth at 24,000cr with 32-34% OPM Focus to deliver 20%+ PAT CAGR Tanla Platforms #Tanla Decent Q4FY26 , decent YoY,flat QoQ Rev at 1177cr vs 1024cr, Q3 at 1121cr PBT at 167cr vs 146cr, Q3 at 165cr PAT at 134cr vs 117cr, Q3 at 131cr OCF at 574cr vs 642cr Decent/Avg: #TNPaper Rev down,margins expand
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
ADF FOODS LTD big buying by institutions. SBI FUNDS MANAGEMENT LTD has bought 22lakh shares at 260 from open market worth almost 60cr🔥🔥🔥 Reason for today’s rise in volumes and shares price near 260. As a small investor your success is to have a stock before big institutions finds value in it🥂❤️😄
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
ADF FOODS LTD CRAZY VOLUMES GOOD WEEKLY CLOSE AT THE TOP Next important resistance 300 and 350 and that will be broken with good qtrly results over next 2 qtrs. 20 months of time and finally highest weekly volumes are back. Not a buy sell recommendation. Do you own analysis before investing/trading.
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
Yehi dekhna baaki reh gya tha😅😂 Finance minister🫢
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Pratik dedhia
Pratik dedhia@dedhiap·
RT @nid_rockz: Good #Q4FY26-24/4/26 till 3pm Atul Ltd #Atul Good Q4FY26 with good margin expansion QoQ and YoY Solid QoQ and YoY uptick a…
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Pratik dedhia
Pratik dedhia@dedhiap·
@tushar9590 Parag milk, ADF Foods -- Consumption picking up. MGL - PNG demand picking up
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tushar
tushar@tushar9590·
Which company did you add to your portfolio recently? Pls share a short rationale too🙏
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Amey Kulkarni 🇮🇳
Amey Kulkarni 🇮🇳@AmeyKulkarni_21·
PMO steps in! Thane Ring Metro is now under direct monitoring of the PMO via PRAGATI — a clear signal this ₹12,000+ Cr project is now a national priority. 22 stations, a key city connectivity boost Next big review: April 29. Execution speed just got real.
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Good #Q4FY26-23/4/26 post 7pm Choice International #Choice #ChoiceInternational #ChoiceInt Rev at 307cr vs 253cr, Q3 at 303cr EBITDA at 123cr vs 98cr with small margin expansion PBT at 87cr vs 74cr, Q3 at 92cr PAT at 68cr vs 54cr, Q3 at 66cr FY26 PBT at 316cr vs 221cr FY26 PAT at 238cr vs 163cr Client asets at 52482cr⏫28% YoY AUM for Client mutual funds at 2311cr⏫35% Onix Solar Energy #OnixSolar Rev at 70cr vs 23cr, Q3 at 16cr PBT and PAT at 26cr vs 0.7cr, Q3 at 14cr Receivables at 95cr vs 0.3cr Inventory at 64cr OCF at -738cr
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Sharing J curve companies that can double their PAT in next 2-3 years Filtered those in stage 2 uptrend & making new RS high.
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Sekhar
Sekhar@LearningEleven·
Peer Comparison: Solar Players Fujiyama Power Systems (UTL Solar) Waaree Energies Exicom Telesystems Genus Innovation Insolation Energy Premier Energy  Luminous Power Livguard Energy Microtek Okaya Power
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
I’d recommend this web series MATKA KING, it explores the transformation of the gambling industry and the structural shifts that shaped it. Last time I recommended Lucky Bhaskar at the top of market on right exit at right time.
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Vishal Vardhan
Vishal Vardhan@microcp2mltibgr·
ADF FOODS LTD 8% up🔥 254 now Clean breakout with all key resistance levels taken out. A successful retest and sustained move above these levels will add further conviction. The next 2–3 quarters of results will be crucial to confirm a bottom and signal the beginning of a new uptrend. Keep tracking closely. Not a buy sell recommendation.
Vishal Vardhan@microcp2mltibgr

ADF Foods Ltd Breakout from channel on weekly charts from fmcg sector. Possible reason, Surat capex completed and ready for production, this capex will add 250-300cr of sales, management guidance for 1000cr sales from Greenfield capex and Debottlenecking. Next 2-3 qtr results have to be monitored closely on execution. Not a buy sell recommendation.

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