Rohit

410 posts

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Rohit

Rohit

@rochsriv

Equity Research | S/W Prod Dev Tech | Health, Fitness & Well being

Bangalore Katılım Şubat 2025
113 Takip Edilen33 Takipçiler
Rohit
Rohit@rochsriv·
Do remember that it's a great starting point & it's something you can sustain as a lifetime habit. Early and adequate sleep, daily exercises/movements, light clean & balanced diet along with a stress free happy mind are all non-negotiable ones for a complete healthy living.
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Rohit
Rohit@rochsriv·
If you want to do only that one thing that can bring drastic difference in your health - that can reduce & keep your weight in control, that can keep several lifestyle diseases away & that can keep your energy levels high, then I would say it's finishing dinner before the sunset.
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Rohit
Rohit@rochsriv·
If you have both time & money then you're truly wealthy & if you also have good health & loving relationships, then you're one of the luckiest on the planet. Be happy & grateful. Start doing something for others & more shall be given to you. You can never be miserable again.
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Rohit
Rohit@rochsriv·
@samisosa1234 While it's a high growth company & has good capex plans, it appears that the market could be worried about the volatility in coffee prices(a commodity). The market likes the quality of growth - the predictability & the sustainability. We should still see a good upward movement.
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Samisosa
Samisosa@samisosa1234·
Vintage coffee - Any idea isko lakwa kyun maar gaya ? Despite decent valuations and stellar 2 yr view, yeh chalta kyun nahi hai ? :)
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Rohit
Rohit@rochsriv·
The screenshot day - folks suddenly popping up bragging about today's gain on their portfolio are the ones you need to be watchful of in the future. Don't be too fragile to be influenced too easily nor you should undermine/doubt yourself. Be smart!
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Rohit
Rohit@rochsriv·
Do not plan to buy an apartment in a city like Bangalore this year in a hurry especially if you're a one income family dependent on IT and require a home loan. In 2026 & 27 expect more job cuts in IT & the overall real estate price will be impacted due to demand slowing down.
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Rohit
Rohit@rochsriv·
Oracle massive layoffs of 30,000 employees - My heart goes for all the people who got affected & I hope you all find another job soon. I've worked at Oracle from 2014 to 2024 in the cloud development space & it used to be a very stable job but AI is changing the scene big time.
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Rohit
Rohit@rochsriv·
Today is most likely "the bottom"
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Rohit
Rohit@rochsriv·
@thevicky_roy True, EFC is a great opportunity in the current scene - highest growth player in the sector with a good revenue mix, good growth visibility and cheap valuation.
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Vicky Roy
Vicky Roy@thevicky_roy·
Smartworks Wework EFC (I) Awfis EFC (I) stands out, from my watchlist. Here's why: 1. Fastest grower by far — 52% reported, 55% guided for next 2 years. Their Design & Build segment (interior fitouts for corporates) is a goldmine — 50-60% growth narrated by management on-call. 2. Cheapest valuation — PE of 14.9x on a 55% grower. Payback of just 4.8 years. That's absurdly cheap for this growth rate. The market hasn't fully priced the Design & Build pivot. 3. Asset-light optionality — EFC isn't just coworking seats. Their interior fitout business scales without adding real estate. That's the kind of operating leverage that creates multibaggers. do your own due diligence this is my take, assisted by TSF 😎
Vicky Roy tweet media
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Rohit
Rohit@rochsriv·
What an innings by Sanju Samson - a true hero when the team needed the most. Hope he continues to get more and more opportunities in the team.
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Tirthankar Das
Tirthankar Das@tirthankardas81·
5 years down the line , I won't think I would find a single person who would be remembering/talking about Trump and his tariff tantrums but most of us would be talking about missed opportunities in 2025-2026. I just love how markets distract you, almost always.
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NoBroker Support
NoBroker Support@NoBrokerCare·
Hi Rohit, we always ensure to provide a smooth and timely rental agreement service to our customers, and our team is here to assist you at every step. Please be assured that we have highlighted your concern to the relevant team, and one of our specialists will connect with you on priority to address the issue.
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Samisosa
Samisosa@samisosa1234·
A bucket of SME to consider if there is a collapse : 1. Oriana Power 2. Viviana Power 3. Rajesh Power 4. Afcom 5. ZappFresh 6. Safe Ent. 7. SJ Logistics 8. Osel 9. Connplex 10. Freshara Please add where good H2 is expected Disc : No Buy/Sell Advice. Do your own DD please
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Rohit
Rohit@rochsriv·
@samisosa1234 Management's guidance is that their OCF will break even by FY26 end and will be positive from FY27 onwards.
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Samisosa
Samisosa@samisosa1234·
Zaggle Prepaid - Huge growth but where are the cashflows ? Mainboard without Cash flow won't attract a good valuation
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Manish Jaiswal
Manish Jaiswal@ManishJais40·
Stop Calling Zaggle a Pure SaaS Company! ( Inka management clarification dete dete thak gya h ) 😂 Market me ek bada misconception chal raha hai regarding, Zaggle Prepaid Ocean Services Log ise “Pure SaaS Company” bol rahe hain ❌ 
Reality kuch aur hai 👇 👉 Zaggle ka hardly 2–3% revenue SaaS subscription se aata hai. 
👉 Major revenue aata hai Program Fee & Transaction Fees se. Matlab kya? Zaggle primarily ek Transaction-led Fintech Company hai, 
na ki high recurring subscription wali typical SaaS company. 💳 Har corporate spend, prepaid card usage, expense processing par inko fee milti hai. 
📊 Revenue linked hai transaction volume se, na ki sirf fixed subscription se. So , Zaggle ≠ Pure SaaS ( No ) 
Zaggle = Fintech + Transaction Platform Model . Zaggle is using AI in a Big way to automate their own work . I will make detail video very soon why company is right now beaten down very badly after post good result . Disclaimer:- No buy sell recommendation. This is only for educational purpose.
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Rohit
Rohit@rochsriv·
@ManishJais40 Zaggle is leveraging AI big time to improve their efficiencies & that will also help them to penetrate more markets. The corporates will only become more dependent on them in the future.
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Rohit
Rohit@rochsriv·
Segment wise performace: Program fee: Revenue: 2111 (+55.8% YoY | +21.4% QoQ) Propel Platform revenue/Gift cards: Revenue: 2349 (+22.3% YoY | -4.7% QoQ) Platform fee/SaaS fee/Service fee: Revenue: 796 (+754.1% YoY | +575.9% QoQ) Amazing growth in the SaaS Platform fee.
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Rohit
Rohit@rochsriv·
Awesome performance by Zaggle Prepaid in Q3FY26: Revenue up 57% YoY, PAT up 87% YoY EBITDA Margin at 11.58% vs 9.64%, expansion of 194bps
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Rohit
Rohit@rochsriv·
9M FY26 PAT surpassed full-year FY25 PAT by ~10%
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