Pratik Bagadia

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Sanjoy Sarker@SanjoyS97029334·1d

@pratikbagadia In slice app whats ur id name sir??

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Pratik Bagadia@pratikbagadia·4d

CCTV solutions provider Prizor Viztech ltd is now 4x Mkt cap up from 190cr to 760cr+🙏 PS: No Buy/Sell/Hold recommendation. Do your own due diligence. My analysis have gone wrong as well in the past, This is just educational

📌Decoding a Potential Multi-bagger based on Sector opportunity 🔸Company 16: Prizor Viztech 🔸Sector: Electronics (CCTV/TV) GOI bans CCTV's from China due to security reasons ~80% CCTV sold in India are Chinese As per Analysis: 💰Potential upside: 3x ⛳️Risks: 🔸93% business comes only from Gujarat 🔸-ve CF in FY24 Detailed Analysis 👇 📌Company 17 coming soon

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Pratik Bagadia@pratikbagadia·3d

@VaibhavGargs Very difficult to say. Markets are no longer following the traditional valuation methodology

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Vaibhav Garg@VaibhavGargs·3d

@pratikbagadia Seems valuations are reasonable now

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Pratik Bagadia@pratikbagadia·4d

@SShaziyasumji @BoringShikha Here's the link app.slice-app.io/profile

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Shaziya Shaziyasumji@SShaziyasumji·4d

@BoringShikha @pratikbagadia Sir how to follow you on slice app

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Shikha@BoringShikha·5d

I saw your post on slice app where you took positions in RNIT AI around ₹39-40. Your analysis is not clearly visible, can you repost it here for your twitter audience? @pratikbagadia

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Pratik Bagadia@pratikbagadia·4d

@Sharad9Dubey 🙏

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Sharad Dubey@Sharad9Dubey·4d

@pratikbagadia Very good spot

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Pratik Bagadia@pratikbagadia·4d

@amurfalcon1 🙏

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रिमी@amurfalcon1·4d

Cheers 🥂

CCTV solutions provider Prizor Viztech ltd is now 4x Mkt cap up from 190cr to 760cr+🙏 PS: No Buy/Sell/Hold recommendation. Do your own due diligence. My analysis have gone wrong as well in the past, This is just educational

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Pratik Bagadia@pratikbagadia·4d

@shivayinvest06 Difficult to say, but the market opportunity is huge since government have banned Chinese players and now only players with STQC certificates are allowed to bid for Gov orders

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wealth creator@shivayinvest06·4d

@pratikbagadia In 1 yr how much mkt cap of prizor viztech could be..??

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Pratik Bagadia@pratikbagadia·4d

Solid set of numbers from RNIT AI solutions Rev: ₹17.6 Cr vs ₹12.4Cr (+41.9% YoY┃+26.6% QoQ) EBITDA Margin: 40.2% vs 35.1% YoY & 42.2% QoQ PBT: ₹6.45 Cr vs ₹3.36 Cr (+92.21% YoY┃+34.33% QoQ) Operating cash flows turns positive: 11.2 cr vs (6.8) cr No recommendation

📌Decoding an AI SaaS company based on publicly available data👇 🔸Company: RNIT AI solutions ltd Please note: This is a 3 month old analysis shared on Slice platform and few things changed in meantime: - Raised ₹25 cr at ₹50/share -Declared Q3FY26 results No recommendation

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Pratik Bagadia@pratikbagadia·5d

@pawansk11 Its there on my profile app.slice-app.io/profile

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Pawan kumar@pawansk11·5d

@pratikbagadia Prateek ji, where i can i follow you on Slice platform? Any app link?

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I saw your post on slice app where you took positions in RNIT AI around ₹39-40. Your analysis is not clearly visible, can you repost it here for your twitter audience? @pratikbagadia

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Pratik Bagadia@pratikbagadia·5d

📌Decoding an AI SaaS company based on publicly available data👇 🔸Company: RNIT AI solutions ltd Please note: This is a 3 month old analysis shared on Slice platform and few things changed in meantime: - Raised ₹25 cr at ₹50/share -Declared Q3FY26 results No recommendation

Shikha@BoringShikha

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Pratik Bagadia@pratikbagadia·23 Nis

@live_equity Im still bullish and biased

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Harshit Gupta@live_equity·23 Nis

@pratikbagadia It’s already 3x as per your estimates. What can happen now ??

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Pratik Bagadia@pratikbagadia·22 Nis

Excellent numbers from Prizor Viztech H2FY26 vs H2FY25: 🔸Rev: 106cr vs 40cr 🔸PBT: 20cr vs 7.65cr 🔸PAT: 14.8cr vs 5.87cr Company has successfully registered on Gov e-marketplace portal as OEM meaning it is now eligible for institutional and gov businesses No recommendation

📌Decoding a Potential Multi-bagger based on Sector opportunity 🔸Company 16: Prizor Viztech 🔸Sector: Electronics (CCTV/TV) GOI bans CCTV's from China due to security reasons ~80% CCTV sold in India are Chinese As per Analysis: 💰Potential upside: 3x ⛳️Risks: 🔸93% business comes only from Gujarat 🔸-ve CF in FY24 Detailed Analysis 👇 📌Company 17 coming soon

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Pratik Bagadia@pratikbagadia·22 Nis

Is Bajaj Consumer & Nestle India Q4FY26 numbers are the first hard data points of a potential FMCG recovery? Nestle India: Rev: 23% YoY | PAT 26% YoY Bajaj Consumer: Rev: 30% YoY | PAT +105% YoY What’s interesting is the timing coming right after income tax relief + GST rationalisation Too early to call a full cycle turn, but directionally this is the first data point of demand bottoming out The real validation now hinges on scale players: If HUL & Britannia report broad based volume growth (not just pricing/mix), the FMCG narrative could shift from slowdown to gradual recovery

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Pratik Bagadia@pratikbagadia·21 Nis

World's defence budget is $2.6T and India's export is just $4B; that's not even 0.2% If we think global then Indian defence industry have not even started. Opportunity is huge for multiple companies to grow in high double digits for many years. So I'm not evaluating any defence company from just 1-2 quarter perspective

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G.S. Kundlas@khokharropar·21 Nis

@pratikbagadia But it's PE 125📈 no space left

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Pratik Bagadia@pratikbagadia·17 Nis

Huge Business Update: Apollo Micro systems Receives Arms Manufacturing License from Government of India for Lifetime🔥 The license authorizes manufacture of: 🔸Missiles 🔸Anti Tank missiles 🔸Torpedoes 🔸Underwater Mines 🔸Ariel bombs 🔸Rockets 🔸Loitering munitions

📌Decoding a potential Multi-bagger based on Concall/ppt/Media interviews 🔸Company 21: Apollo Micro systems 🔸Sector: Defence/Aerospace 🔸Mainboard Note: My estimates can be completely wrong, so use this analysis for education only Detailed analysis👇 Cmp 22 coming soon🗓️

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Pratik Bagadia@pratikbagadia·20 Nis

CCTV solutions provider Prizor Viztech ltd is now 3x Mkt cap up from 190cr to 570cr🙏 PS: No Buy/Sell/Hold recommendation. My analysis have gone wrong as well in the past, This is just educational

📌Decoding a Potential Multi-bagger based on Sector opportunity 🔸Company 16: Prizor Viztech 🔸Sector: Electronics (CCTV/TV) GOI bans CCTV's from China due to security reasons ~80% CCTV sold in India are Chinese As per Analysis: 💰Potential upside: 3x ⛳️Risks: 🔸93% business comes only from Gujarat 🔸-ve CF in FY24 Detailed Analysis 👇 📌Company 17 coming soon

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Pratik Bagadia@pratikbagadia·19 Nis

@BoringShikha Lot of things were discussed, but earnings growth is what they are looking for.. still a couple of quarters pain maybe left

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Shikha@BoringShikha·19 Nis

@pratikbagadia Curious to know what he said 😆

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Pratik Bagadia@pratikbagadia·19 Nis

It was nice meeting Ridham Desai, Managing Director Morgan Stanley over dinner this weekend We discussed at length over multiple topics including the current psychology of FII's towards India

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Pratik Bagadia@pratikbagadia·19 Nis

@q16602 He is very good with data which gets reflected very well in his analysis

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Sunil Magon@q16602·19 Nis

@pratikbagadia He is the one very optimistic on India. Have always loved his analysis

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Pratik Bagadia@pratikbagadia·19 Nis

@JoyfulGiri Slowdown in earnings growth is the biggest reason for their withdrawal, there is a clear mismatch between GDP data and earnings. If earnings growth comes back FIIs too shall return

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Giri@JoyfulGiri·19 Nis

@pratikbagadia What's the conclusion? Do you foresee FII coming back to India..? I am seeing still liquidity is question mark.

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