Prem Kumar

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Prem Kumar

Prem Kumar

@puba1983

📊 Long-Term Equity Investor | Student of Market Psychology & Behavioral Investing | Hunting Cash-Generating Business at Reasonable Price |Wildlife Adventurer🐾

Mumbai Katılım Kasım 2012
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Prem Kumar
Prem Kumar@puba1983·
🔥 Quality Indian Stocks Delivering Dividends + Cash Flow + Faster Growth (2026) Here are standout names like Nuvama, KFintech, 360One, HDFC AMC, Nippon India, Polycab, Persistent, Titan & more: Wealth/AMC Space (High payouts + AUM-driven growth): #Nuvama Wealth: Strong wealth mgmt growth (~20%+ YoY), healthy dividends (~₹14/share recently, ~2-9% yield range in reports), robust operating profits. #KFintech: Consistent dividend hikes (₹7.5 to ₹12), good cash coverage, strong revenue growth in registrar & tech services. #360One: Steady dividends (~₹12/share, ~1%+ yield), wealth mgmt momentum. #HDFCAMC & #Nippon India: Reliable high payouts (HDFC ~₹54/share, Nippon ~₹12-19), massive AUM growth, recurring revenue models. Housing Finance & Others: #Aptus Value Housing & #indianaShelter: Attractive yields (~1.5-1.7%), disciplined growth in affordable housing, healthy ROE. Compounders: #Titan: Consistent dividends with strong brand-driven growth in jewellery/watches. #Kalyan Jewellers, Metro Brands: Retail expansion + consumer demand tailwinds. #Polycab: Wires/cables leader with strong FCF, growing dividends (~₹35-47/share recently), outpacing infra sector. #Persistent Systems: IT services growth engine, rising dividends (strong 5Y growth), excellent cash conversion. #M&M: Auto/tractor play with dividends + EV/farm growth. #Fiem Industries, #SJS Enterprises: Auto ancillary growth, decent payouts + cash flows. #Thyrocare, #Tips Music: Niche leaders (diagnostics/music) with cash generation. #IndianStocks #Dividends #EquityInvesting Disc- DYOR- not an advice.
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Prem Kumar
Prem Kumar@puba1983·
@GingerInvest44 #ITC Parag Parikh holds 6% to their flagship Flexicap portfolio 😄 It's a HOPE trade. ITC Last 10 years return Zero and last three years (Negative) -14% CAGR. People love to Parag Parikh at different levels 😀
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Ginger Investor
Ginger Investor@GingerInvest44·
ITC gaya Dixon tech gaya Urban company gaya 💔💔 I didn't invest any of these. I just like these companies for some reason
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Prem Kumar
Prem Kumar@puba1983·
Portfolio outperformed today 🤗 Credits- #Shadowfax #LeelaPalace #Sterlite #HFCL #QualityPower #AstraMicro #Sansera Engineering etc
Prem Kumar@puba1983

🤗🤗🤗 With God Grace 🙏 and My hardwork... My #Portfolio continues to create strong alpha against both the Nifty 50 and Nifty 500. Markets reward patience—not prediction. Investing in businesses with strong earnings growth, high ROCE, healthy cash flows, and capable management has made all the difference. The journey has just begun. #Alpha #Investing #IndianStockMarket #LongTermWealth

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Prem Kumar
Prem Kumar@puba1983·
#LeelaPalaces Blockbuster Q1 FY27 ✨ ✅ Revenue: ₹352 Cr vs ₹274 Cr (+28.5% YoY) ✅ EBITDA: ₹143 Cr vs ₹101 Cr (+41.6% YoY) ✅ EBITDA Margin: 40.6% vs 36.9% (+370 bps YoY) ✅ PAT: ₹49 Cr vs ₹9 Cr (+444.4% YoY) 💥 Strong operating leverage continues to drive profitability. Healthy revenue growth, sharp margin expansion, and a 5x jump in profit reflect robust demand in the luxury hospitality segment. #Q1Results #Hotels #Hospitality #StockMarket
Prem Kumar@puba1983

#LeelaPalaces – Strong Q4/FY26. FY26 was a standout year for Leela: delivered industry-outperforming growth with 19% Operating EBITDA rise (margins expanding to best-in-class ~49%), record PAT, strong ADR gains (+15% in Q4), and RevPAR premium. NPS at 86 (highest in Indian luxury). Expansion momentum accelerating — Fastest-ever key addition in FY26 (+23%, visibility on 966 new keys). Portfolio heading to >5,200 luxury keys across 24 properties. Upcoming openings include: 🔥 The Leela Jaisalmer (desert resort, opening ~2026/27) 🔥 The Leela Luxury Residences, Mumbai 🔥 The Leela Palace BKC Mumbai 🔥 The Leela Dubai (first international, Palm Jumeirah) Progressing greenfield projects in #Agra, #Sikkim, #Srinagar, #Ayodhya, #Bandhavgarh, #Ranthambore etc. Balance sheet strength — Generating robust cash flows with meaningful financial headroom (net debt/EBITDA at conservative levels). Well-positioned to self-fund growth and future capex while maintaining flexibility. The iconic Leela brand — with its pricing power, experiential edge, and consumer pull — positions it perfectly as a structural long-term play in India’s booming luxury hospitality segment. Pipeline + same-store growth supports ambitious targets (e.g., significant EBITDA scaling by FY30). 🔥 Luxury demand tailwinds intact. Leela is firing on all cylinders. Long-term bullish! 🇮🇳✨ #TheLeela #THELEELA #LuxuryHospitality #IndiaStocks

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Prem Kumar
Prem Kumar@puba1983·
@nid_rockz #ShadowFax Blockbuster Q1 💥 5th consecutive quarter of 60%+ revenue growth
Prem Kumar@puba1983

#Shadowfax Technologies Q1 FY27 Results – Blockbuster 💥 ✅ Revenue: ₹1,358 Cr vs ₹824 Cr (+64.9% YoY) ✅ Orders: 24.7 Cr vs 13.5 Cr (+83.3% YoY) ✅ Adjusted EBITDA: ₹67 Cr vs ₹24 Cr (+181.1% YoY) ✅ Adj. EBITDA Margin: 4.9% vs 2.9% (+204 bps YoY) ✅ India AS EBITDA: ₹92 Cr (+267% YoY), Margin 6.8% (+370 bps YoY) ✅ PAT: ₹65 Cr vs ₹8 Cr (+716% YoY) – All-time high 💥 ✅ PAT Margin: 4.8% vs 1.0% (+380 bps YoY) Key Highlights: ✅ 5th consecutive quarter of 60%+ revenue growth. ✅ Express parcel revenue grew 87.3% YoY; Hyperlocal revenue up 53.0% YoY. ✅ Delivered 24.7 Cr shipments, significantly ahead of market growth. ✅ Expanded network to 16,372 pin codes, adding nearly 8 new pin codes every day. ✅ Operates 5,095 touchpoints and added 53 lakh sq. ft. of operating space. ✅ Invested ₹60 Cr in capex to strengthen automation, sorting capacity and last-mile network. ✅ AI initiatives gaining traction: Shadowfax 360 crossed 1,200+ SME transactions/week, while Delivery Partner Buddy resolves 97% of rider queries without human intervention. Takeaway: Shadowfax continues to deliver exceptional growth with improving profitability. Strong execution, aggressive network expansion and AI-led operational efficiency are driving both scale and margin expansion simultaneously.

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Shreenidhi P
Shreenidhi P@nid_rockz·
Good #Q1FY27-31/7/26 till 1:30pm Shadowfax Technologies #Shadowfax Solid Q1FY27 with highest ever revenue, EBITDA, PBT and PAT in comps history Decent QoQ uptick, big YoY growth Rev at 1358cr vs 824cr, Q4 at 1237cr EBITDA at 92cr vs 25cr, Q4 at 79cr OPM at 7% vs 3% PBT and PAT at 65cr vs 8cr, Q4 at 55cr Yasho Industries #Yasho #YashoInd Blockbuster Q1FY27 with solid QoQ and YoY uptick across all parameters Biggg margin expansion QoQ and YoY Rev at 314cr vs 198cr, Q4 at 245cr PBT at 49cr vs 7.5cr, Q4 at 13cr PAT at 36cr vs 6.6cr, Q4 at 9.4cr Aether Industries #Aether Good Q1FY27, Highest ever quarter Rich valuations Rev at 326cr vs 256cr, Q4 at 305cr PBT at 83cr vs 64cr, Q4 at 69cr PAT at 63cr vs 47cr, Q4 at 54cr Bajaj Finserv #BajajFinserv Rev at 42036cr vs 35300cr, Q4 at 38508cr PBT at 8927cr vs 7203cr, Q4 at 6917cr PAT at 6296cr vs 5329cr, Q4 at 5226cr ESAF SFB #ESASFB Solid improvement all around Rev at 1346cr vs 1023cr, Q4 at 1196cr Solid QoQ and YoY uptick across all parameters PPOP at 348cr vs 125cr, Q4 at 241cr PBT at 107cr vs -109cr, Q4 at 27cr GNPA and NNPA down QoQ and YoY NNPA at 0.83% vs 3.77%, Q4 at 1.77% Taj GVK Hotels #TajGVK Rev at 165cr vs 106cr, Q4 at 159cr PBT at 44cr vs 29cr, Q4 at 43cr PAT at 32cr vs 16cr Aptus Value Housing #Aptus Rev at 600cr vs 520cr, Q4 at 574cr PBT at 329cr vs 285cr,flat QoQ PAT at 261cr vs 219cr,flat QoQ Asset quality steady Punjab Chemicals #PunjChem Rev at 347cr vs 320cr, Q4 at 208cr PBT at 30cr vs 25cr, Q4 at 16cr PAT at 22cr vs 18cr, Q4 at 11cr La Tim Metal #LaTim Rev at 137cr vs 88cr, Q4 at 126cr PBT at 4.8cr vs 2.5cr, Q4 at 3.7cr PAT at 3.2cr vs 2cr, Q4 at 2.7cr Banswara Syntex #Banswara Rev at 328cr vs 306cr, Q4 at 366cr Other income at 7cr vs 4cr, Q4 at 3.5cr PBT at 5cr vs loss, Q4 at 23cr
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Prem Kumar
Prem Kumar@puba1983·
@gaze_observer #Shadowfax that's called a performance 👏👏👏
Prem Kumar@puba1983

#Shadowfax Technologies Q1 FY27 Results – Blockbuster 💥 ✅ Revenue: ₹1,358 Cr vs ₹824 Cr (+64.9% YoY) ✅ Orders: 24.7 Cr vs 13.5 Cr (+83.3% YoY) ✅ Adjusted EBITDA: ₹67 Cr vs ₹24 Cr (+181.1% YoY) ✅ Adj. EBITDA Margin: 4.9% vs 2.9% (+204 bps YoY) ✅ India AS EBITDA: ₹92 Cr (+267% YoY), Margin 6.8% (+370 bps YoY) ✅ PAT: ₹65 Cr vs ₹8 Cr (+716% YoY) – All-time high 💥 ✅ PAT Margin: 4.8% vs 1.0% (+380 bps YoY) Key Highlights: ✅ 5th consecutive quarter of 60%+ revenue growth. ✅ Express parcel revenue grew 87.3% YoY; Hyperlocal revenue up 53.0% YoY. ✅ Delivered 24.7 Cr shipments, significantly ahead of market growth. ✅ Expanded network to 16,372 pin codes, adding nearly 8 new pin codes every day. ✅ Operates 5,095 touchpoints and added 53 lakh sq. ft. of operating space. ✅ Invested ₹60 Cr in capex to strengthen automation, sorting capacity and last-mile network. ✅ AI initiatives gaining traction: Shadowfax 360 crossed 1,200+ SME transactions/week, while Delivery Partner Buddy resolves 97% of rider queries without human intervention. Takeaway: Shadowfax continues to deliver exceptional growth with improving profitability. Strong execution, aggressive network expansion and AI-led operational efficiency are driving both scale and margin expansion simultaneously.

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The Cloaked Gaze 👀
The Cloaked Gaze 👀@gaze_observer·
Shadowfax Technologies Limited Q1FY27 Results:- #Q1Results #Q1FY27 #Stockmarket #Nifty #Shadowfax Revenue 1358.12 Cr vs 823.54 Cr (+64.91% YoY┃+9.78% QoQ) EBITDA 91.77 Cr vs 25.22 Cr (+263.88% YoY ┃+13.23% QoQ) EBITDA Margin 6.76% vs 3.06% YoY & 6.55% QoQ PBT 65.40 Cr vs 8.02 Cr (+715.46% YoY┃+19.21% QoQ) PAT 65.40 Cr vs 8.02 Cr (+715.46% YoY┃+17.14% QoQ) Other Income 21.06 Cr vs 8.18 Cr YoY & 15.51 Cr QoQ
The Cloaked Gaze 👀 tweet media
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Prem Kumar
Prem Kumar@puba1983·
@_Investor_Feed_ #Shadowfax Blockbuster result 💥
Prem Kumar@puba1983

#Shadowfax Technologies Q1 FY27 Results – Blockbuster 💥 ✅ Revenue: ₹1,358 Cr vs ₹824 Cr (+64.9% YoY) ✅ Orders: 24.7 Cr vs 13.5 Cr (+83.3% YoY) ✅ Adjusted EBITDA: ₹67 Cr vs ₹24 Cr (+181.1% YoY) ✅ Adj. EBITDA Margin: 4.9% vs 2.9% (+204 bps YoY) ✅ India AS EBITDA: ₹92 Cr (+267% YoY), Margin 6.8% (+370 bps YoY) ✅ PAT: ₹65 Cr vs ₹8 Cr (+716% YoY) – All-time high 💥 ✅ PAT Margin: 4.8% vs 1.0% (+380 bps YoY) Key Highlights: ✅ 5th consecutive quarter of 60%+ revenue growth. ✅ Express parcel revenue grew 87.3% YoY; Hyperlocal revenue up 53.0% YoY. ✅ Delivered 24.7 Cr shipments, significantly ahead of market growth. ✅ Expanded network to 16,372 pin codes, adding nearly 8 new pin codes every day. ✅ Operates 5,095 touchpoints and added 53 lakh sq. ft. of operating space. ✅ Invested ₹60 Cr in capex to strengthen automation, sorting capacity and last-mile network. ✅ AI initiatives gaining traction: Shadowfax 360 crossed 1,200+ SME transactions/week, while Delivery Partner Buddy resolves 97% of rider queries without human intervention. Takeaway: Shadowfax continues to deliver exceptional growth with improving profitability. Strong execution, aggressive network expansion and AI-led operational efficiency are driving both scale and margin expansion simultaneously.

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Investor Feed
Investor Feed@_Investor_Feed_·
Shadowfax Q1 FY27: Record Orders & Profitability 📈 | MCap 6,989.63 Cr - Total orders delivered: 24.7 Cr, an 83.3% YoY growth. - Revenue grew 64.9% YoY to ₹1,358 Cr, marking the fifth consecutive quarter of 60%+ growth. - Net Profit (PAT) reached an all-time high of ₹65 Cr, a 716% YoY growth, with a margin of 4.8% (~380 bps improvement YoY). - Adjusted EBITDA margin expanded to 4.9%, a ~200 bps improvement YoY, with Adjusted EBITDA at ₹67 Cr (181% YoY growth). - Express Parcel revenue grew 87.3% YoY and 7.9% QoQ. - Hyperlocal revenue grew 53.0% YoY and 17.0% QoQ. - Ind AS EBITDA was ₹92 Cr (6.8% margin), showing 267% YoY growth and a ~370 bps margin improvement. - Network expanded to 16,372 pin codes (largest addition in company history) with 5,095 touchpoints and over 53 lakh square feet of operating space. - The company invested ~₹60 Cr in capex during the quarter to expand network infrastructure and sort-centre automation. - Technology highlights: Shadowfax 360 platform has 1,200+ transacting SMEs; Delivery Partner Buddy AI handles ~16,000 rider conversations/day; Vision AI catches ~40% of mismatched reverse pickups. Disc: Information provided in above tweet can be inaccurate, verify through the source i.e. attached image(s) & in reply before making any investment decision.
Investor Feed tweet mediaInvestor Feed tweet mediaInvestor Feed tweet media
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Prem Kumar
Prem Kumar@puba1983·
#Shadowfax Technologies Q1 FY27 Results – Blockbuster 💥 ✅ Revenue: ₹1,358 Cr vs ₹824 Cr (+64.9% YoY) ✅ Orders: 24.7 Cr vs 13.5 Cr (+83.3% YoY) ✅ Adjusted EBITDA: ₹67 Cr vs ₹24 Cr (+181.1% YoY) ✅ Adj. EBITDA Margin: 4.9% vs 2.9% (+204 bps YoY) ✅ India AS EBITDA: ₹92 Cr (+267% YoY), Margin 6.8% (+370 bps YoY) ✅ PAT: ₹65 Cr vs ₹8 Cr (+716% YoY) – All-time high 💥 ✅ PAT Margin: 4.8% vs 1.0% (+380 bps YoY) Key Highlights: ✅ 5th consecutive quarter of 60%+ revenue growth. ✅ Express parcel revenue grew 87.3% YoY; Hyperlocal revenue up 53.0% YoY. ✅ Delivered 24.7 Cr shipments, significantly ahead of market growth. ✅ Expanded network to 16,372 pin codes, adding nearly 8 new pin codes every day. ✅ Operates 5,095 touchpoints and added 53 lakh sq. ft. of operating space. ✅ Invested ₹60 Cr in capex to strengthen automation, sorting capacity and last-mile network. ✅ AI initiatives gaining traction: Shadowfax 360 crossed 1,200+ SME transactions/week, while Delivery Partner Buddy resolves 97% of rider queries without human intervention. Takeaway: Shadowfax continues to deliver exceptional growth with improving profitability. Strong execution, aggressive network expansion and AI-led operational efficiency are driving both scale and margin expansion simultaneously.
Prem Kumar@puba1983

#Shadowfax is a tech-led, asset-light logistics powerhouse enabling India's e-commerce & quick commerce boom. Instead of owning massive fleets or warehouses like traditional players, it orchestrates a vast crowdsourced network of 2+ lakh gig delivery partners (using their own vehicles) + leased sort centers & infrastructure. This keeps capex super low, costs variable, and scaling super flexible. How it earns money: Charges enterprise clients (Meesho, Flipkart, Zepto, etc.) per shipment/delivery fee — mainly from e-commerce last-mile, hyperlocal/quick commerce, and express services. Revenue is volume-driven: high shipment volumes at relatively low per-order realization, with efficiency (tech routing, partner optimization) driving margins. 🔥 Core strength: Platform model matches parcels to the nearest rider, optimizes routes dynamically, and scales without heavy fixed costs — classic high-ROCE asset-light play in logistics. Perfect example of "tech + gig economy" winning in India’s delivery space.

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Prem Kumar
Prem Kumar@puba1983·
@BaluGorade Heavy investment in #DataCentres isn't a choice anymore—it's a necessity.
Prem Kumar@puba1983

#SterliteTechnologies and #HFCL are both locked in the upper circuit today. Looks like the market has moved past the fear that heavy data center capex would trigger a prolonged global selloff. The AI infrastructure story is back in focus 😄 Heavy investment in #DataCentres isn't a choice anymore—it's a necessity. AI and LLMs require massive infrastructure to compute and process millions of queries in milliseconds. Without robust, scalable data centres, AI simply cannot perform at the speed and reliability users expect. This is a long-term structural trend.

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Balu Gorade
Balu Gorade@BaluGorade·
KOSPI up 18%. Strong bounce back after 40% crash. Swing like a crypto coin 🔥🔥
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Prem Kumar
Prem Kumar@puba1983·
#SterliteTechnologies and #HFCL are both locked in the upper circuit today. Looks like the market has moved past the fear that heavy data center capex would trigger a prolonged global selloff. The AI infrastructure story is back in focus 😄 Heavy investment in #DataCentres isn't a choice anymore—it's a necessity. AI and LLMs require massive infrastructure to compute and process millions of queries in milliseconds. Without robust, scalable data centres, AI simply cannot perform at the speed and reliability users expect. This is a long-term structural trend.
Prem Kumar@puba1983

#Sterlite Technologies - Q1 was excellent. 💥 Finally buying started after 3 days for continuous fall due to sell off in global AI capex. Heavy investment in #DataCentres isn't a choice anymore—it's a necessity. AI and LLMs require massive infrastructure to compute and process millions of queries in milliseconds. Without robust, scalable data centres, AI simply cannot perform at the speed and reliability users expect. This is a long-term structural trend.

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Prem Kumar
Prem Kumar@puba1983·
@thats_sakxm Congratulations 👏 Ratio to verified followers is impressive 👍
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Saksham Bhardwaj
Saksham Bhardwaj@thats_sakxm·
500 verified followers. Not because of a growth hack — because a few of you actually showed up. Appreciate every single mutual who supported, shared, and stuck around Onto the next number: 5M impressions. If you've got 10 seconds, a share or an engage does more than you'd think. Let's go
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Oxygen
Oxygen@Oxygen18_·
@thats_sakxm Great, how much impression do you have right now
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Prem Kumar
Prem Kumar@puba1983·
@blitzkreigm Zepto has bought the growth just with Cash burn. It's not sustainable in long term.
Prem Kumar@puba1983

#Eternal continues to outperform and reinforce it's leadership. When competition is intense and cash burn is high, backing the market leader often is a good choice. ✅ #Zepto has reportedly postponed its IPO after not getting the valuation it expected. ✅ Chasing growth through heavy cash burn isn't always rewarded. ✅ #Swiggy's Q1 performance also wasn't particularly encouraging. In businesses where scale, execution and capital allocation matter, market leadership creates a meaningful edge. Discounts can acquire customers. Experience retains them. 💥 Disc- Not a buy and sell recommendation only for educational purpose. #Eternal #QuickCommerce #StockMarket #Investing #GrowthInvesting

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Mangalam Maloo
Mangalam Maloo@blitzkreigm·
Qcomm's Test of Strength Cash on Books - Eternal: 18288 Cr - Swiggy: 14367 Cr - Zepto*: 5680 Cr If Zepto raises 1000 Cr from investors instead of the planned IPO, their warchest will be much lower than peers. Qcomm will then have 1 large, profitable player, 2nd just about broken even and a weakened 3rd with many potential large entrants! Interesting times.
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Prem Kumar
Prem Kumar@puba1983·
@blitzkreigm #Eternal is leading the race 🤗
Prem Kumar@puba1983

#Eternal continues to outperform and reinforce it's leadership. When competition is intense and cash burn is high, backing the market leader often is a good choice. ✅ #Zepto has reportedly postponed its IPO after not getting the valuation it expected. ✅ Chasing growth through heavy cash burn isn't always rewarded. ✅ #Swiggy's Q1 performance also wasn't particularly encouraging. In businesses where scale, execution and capital allocation matter, market leadership creates a meaningful edge. Discounts can acquire customers. Experience retains them. 💥 Disc- Not a buy and sell recommendation only for educational purpose. #Eternal #QuickCommerce #StockMarket #Investing #GrowthInvesting

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Mangalam Maloo
Mangalam Maloo@blitzkreigm·
Eternal vs Swiggy The gap in scale, growth and profitability - Food delivery healthy for both - Qcomm is where the divergence is sharp - Eternal leads on QComm margins, dark store network and cash by a big gap! Zepto's IPO deferall will be a game changer #FMCGisLife
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Prem Kumar
Prem Kumar@puba1983·
#Eternal continues to outperform and reinforce it's leadership. When competition is intense and cash burn is high, backing the market leader often is a good choice. ✅ #Zepto has reportedly postponed its IPO after not getting the valuation it expected. ✅ Chasing growth through heavy cash burn isn't always rewarded. ✅ #Swiggy's Q1 performance also wasn't particularly encouraging. In businesses where scale, execution and capital allocation matter, market leadership creates a meaningful edge. Discounts can acquire customers. Experience retains them. 💥 Disc- Not a buy and sell recommendation only for educational purpose. #Eternal #QuickCommerce #StockMarket #Investing #GrowthInvesting
Prem Kumar@puba1983

#Eternal #Blinkit is winning and widening the lead in India’s Quick Commerce race despite no heavy discounts. 📊 Current Weekly Active Users (WAUs): • Blinkit: 30.1M💥 • Zepto: ~22.4M • Swiggy Instamart: 8.2M 📈 YTD WAU additions: • Blinkit: +9.3M 💥 • Instamart: +8.2M • Zepto: +3.4M • JioMart: +3.0M The gap between Blinkit and its closest rival has expanded from just 1.8M users in Jan to 7.7M users by late May — the widest lead ever. Scale → More Orders → Better Economics → Faster Expansion → More Users. #Eternal #QuickCommerce #Zepto #Swiggy #IndianStocks #StockMarket

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Intrinsic Compounding
Intrinsic Compounding@soicfinance·
SML Mahindra and Mahindra Truck and Buses division combining to create a dedicated CV platform from Mahindra group. Sml to acquire MTBT from Mahindra for a consideration of 525 crores. Another special situation Disclaimer: no recommendation to buy or sell.
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
Mahindra and Mahindra : Strong numbers as expected. Long drive continues. Attack mode on 🚀🚀🚀
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sandip sabharwal
sandip sabharwal@sandipsabharwal·
Big Statement from Mahindra &Mahindra after delivering solid results Growth momentum is intact and more importantly they believe that Rural Market sentiments are positive due to rain revival, Good wheat sale cash flows for farmers. Labour shortage growing in rural areas as industrialization grows and labour oves for better and more predictable salaries. Continues to do well in Auto segment also. EV portfolio growing strongly. Lot of business coming from the Aerospace business Looking at improved margins going forward. Great Company with one of the best post result interactions among all largecap companies.
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Prem Kumar
Prem Kumar@puba1983·
Brokerages remain bullish on M&M post Q1 result - CLSA: Upgrades M&M to High Conviction Outperform | TP: ₹4,588 ✅ M&M remains CLSA's Top Auto Pick ✅ Strong UV market share gains backed by execution & new launches ✅ Tractor outlook remains robust; management guides ~5% FY27 growth, while CLSA sees upside to estimates ✅ Strong traction in BEVs ✅ Capacity expansion to support future demand Nomura: Buy | TP: ₹4,875 ✅ Q1 margins were below estimates, but expects recovery through further price hikes ✅ Attractive valuations at 12.4x FY28 EV/EBITDA & 16x FY28 P/E (ex-subsidiaries) ✅ Strong growth outlook across Auto, Farm & EV businesses Margin pressure appears temporary, while the long-term growth drivers remain firmly intact. Disc- Not a buy and sell recommendation only for educational purpose #MahindraAndMahindra #Auto #Stockmarket
Prem Kumar@puba1983

#MahindraAndMahindra 🚜🚙 M&M isn't just an auto company—it's a high-quality cash-generating compounder. 💥 ✅ Trading at ~22x P/E, despite multiple growth engines. ✅ Healthy ROE and consistently strong free cash flow. ✅ Negative working capital—customers pay before the company pays suppliers. ✅ Attractive dividend yield backed by robust cash generation. ✅ Leadership across SUVs, Tractors, Farm Equipment, Commercial Vehicles & EVs. The Street remains bullish: 📈 Nomura: ₹4,662 (Buy) 📈 Goldman Sachs: ₹4,435 (Buy) 📈 Motilal Oswal: ₹4,250 (Buy) ✨Upside potential 33% Businesses with reasonable valuations, high cash generation, capital efficiency, and multiple long-term growth drivers often create exceptional shareholder wealth. M&M continues to tick all those boxes. #Stocks #IndianStockMarket #ValueInvesting #LongTermInvesting #Auto #Mahindra

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Prem Kumar@puba1983·
@LearningEleven Good note. Syrma- 35%+ growth targeted over the next 2–3 years 💥
Prem Kumar@puba1983

#SyrmaSGS Q1 FY27 Concall Highlights 1/ A strong start to FY27 ✅ Revenue: ₹1,604 Cr (+67% YoY) ✅ Operating EBITDA: ₹162 Cr (+69%), Margin 10.1% ✅ Total EBITDA: ₹177 Cr (+72%) ✅ PAT: ₹106 Cr (+112% YoY) ✅ Annualised ROCE: 20.1% Growth was broad-based across Auto, Consumer, Healthcare, Industrial, and IT & Railways. 2/ Segment performance ✅ Auto: +78% ✅ Consumer: +68% (~34% of revenue) ✅ Healthcare: +100% ✅ Industrial: +31% ✅ IT & Railways: +199% Exports grew 61% YoY to ₹387 Cr (24% of revenue). ODM revenue nearly doubled to ₹270 Cr (17% of sales), supporting higher margins and stronger customer stickiness. 3/ Order book remains robust ✅ Order book at ₹6,770 Cr (June-end) ✅ Around ₹5,400 Cr executable over the next 12 months Mix: Consumer 30% | Auto 29% | Industrial 24% | IT & Railways 9% | Healthcare 7% Added 18 new customers with over ₹1,000 Cr annual revenue potential at full scale. 4/ Management confidence stands out 💥 "We are very confident of achieving the guidance. Based on the strong performance in Q1, we should exceed the FY27 guidance on both revenue and EBITDA." ✅ FY27 revenue growth expected to exceed 35% ✅ 35%+ growth targeted over the next 2–3 years 💥 ✅ EBITDA growth guidance: 30–35% ✅ Margin guidance maintained at 10.5–11% No signs of demand slowdown. Healthcare & MedTech remain key growth engines. 5/ Strategic growth drivers ✅ PCB plant progressing on schedule; commercial production targeted for April 2027. Phase-1 capex: ~₹400 Cr, with expected steady-state margins of 15–18%. ✅ Kaga JV (60:40) to strengthen access to Japanese customers, with a medium-term annual opportunity of ₹300–500 Cr. ✅ QIP enabling resolution of up to ₹1,000 Cr approved for future growth opportunities. 6/ Balance sheet remains healthy ✅ Net cash: ₹122 Cr (Treasury investments >₹800 Cr) Working capital days increased to 71 (vs 63) due to strategic inventory amid supply-chain disruptions. Management views this as a calculated decision. 7/ Key takeaway High-quality growth driven by Exports, ODM, and new customer wins, with multiple growth levers ahead—PCB, Kaga JV, MedTech, and deeper global integration. Execution remains strong, and management commentary was among the most confident this quarter. #Q1FY27 #EMS #StockMarket Not a recommendation. Please do your own research.

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Sekhar
Sekhar@LearningEleven·
X-Men: Days of Future Past GNG Electronics: "...Memory prices have risen a further 5% to 10% in the last quarter alone. Since October 2025, these prices have more than doubled. The situation has only intensified further..." GNG Electronics: "...In terms of specific guidance, we would like to revise our guidance from earlier 25% to 30%. And margin at the PAT level margin, we would like to change from 0.5 to 0.75 and 1%..." ADF Foods: "...we remain well-positioned to deliver revenue upwards of 900 crores in financial year '27, while maintaining healthy high-teen EBITDA margins..." ACME Solar Holdings: "...We are upgrading our BESS commissioning guidance from 10 gigawatt hour by calendar year 2027 to more than 10 gigawatt hour by fiscal year 2027, effectively bringing forward this milestone by nearly three quarters..." OnEMI Technology: "Our underwriting and collections are built and run entirely in-house. The underwriting stack reads more than 7,200 signals on each borrower. This includes bureau data, banking flows, device intelligence, transactions and alternative data for example...Now at an Model accuracy (AUC) area under the curve of 74%, up from 66% in 2023. And separating good customers from bad customers about 2.5 times better than a bureau score alone..." Syrma SGS: "...So what we said was that one, we are very confident of achieving the guidance (35%), not only achieving the guidance, the numbers both on revenues, EBITDA, but based on the strong performance of the first quarter, we should exceed that guidance..." Steelcast: "...We are not pursuing the US railroad for the time being. Because there are many opportunities in better markets, better products, better pricing..." Steelcast: "...Defense side we are pursuing but we are giving that lately past one year a low priority because the opportunities, the pricing is far better than defense in what we are doing. So the focus we have shifted the focus to you know sectors other than defense here..." SKM Egg: "...The rest of the quarters, there is no room to increase volume because of restriction in capacity..."
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