CA Sanjay Dash

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CA Sanjay Dash

CA Sanjay Dash

@sanjaydash18

Chartered Accountant, Stock Investor, not SEBI registered, stocks shared are for education purpose only.

At my home Katılım Haziran 2012
284 Takip Edilen49 Takipçiler
Prayag
Prayag@theprayagtiwari·
I don’t know how people even dare to compare Delhi and Mumbai, Mumbai can mog Delhi any day, night or afternoon
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CA Sanjay Dash
CA Sanjay Dash@sanjaydash18·
CDSL will be a great buy at around 1000.
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Mr Compound
Mr Compound@compound_mr·
@Sachan8574 In my opinion stick to MFs and let time compound your money.
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Shashi Sachan
Shashi Sachan@Sachan8574·
How can I grow my portfolio to 10Cr? Expert traders please advise me.
Shashi Sachan tweet media
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Shreenidhi P
Shreenidhi P@nid_rockz·
Covering few high growth companies concall highlights that were conducted over over the last 3 days #Q4FY26 #UshaMartin #RRKabel #KajariaCeramics #Emmvee #Acutaas Usha Martin #UshaMartin Q4FY26 was a historic quarter with big margin expansion Highest ever revenue, EBITDA, PBT and PAT in comps history Highest ever margins At 21.6% vs 15.6%⏫600bps Value added mix improving Should continue similar momentum for FY27 Margins are structurally changing to higher range/bands Confident to maintain high margin levels Increased OPM guidance from 18-19% to 20%+ going forward Debt reduced from 337cr to 145cr Steep reduction 457cr FCF generation Rope capacity utilization at 75% Wires at 78% Guides to do 12-14% volume growth for FY27 with better margins RR Kabel #RRKabel Historic quarter Highest ever revenue, EBITDA, PBT and PAT in comps history Rev and EBITDA ⏫35%+ 10% volume growth for Q4FY26 16% volume growth for FY26 FY27 volume growth target of 16-18% for wores and cables segment 100 bps margin improvement guidance annually for next 2 years Targetting 10.5% OPM in FY28 1200cr capex between FY26-28 16-18% volume growth guidance is too good given the kind of geopolitical challenges that's prevailing at present Kajaria ceramics #Kajaria #KajariaCeramics 11% volume growth in Q4FY26 Volume growth after so many trpid quarters Margins expand exponentially Expects margins to remain in higher range vs last 8 qtrs OPM at 19% vs 10% PAT at 156cr⏫266% WC days improved by 14 days to reach 51 days Better inventory management Approved capex for Srikalahasti facility To increase annual production by 10 million sq mts Strong demand momentum witnessed since Jan 2026 Saw good traction even for April Gas price related challenges Some regions seeing 12-17% hikes Guidance to outperform industry growth for FY27 OPM expected to stay at 17-18% range 300cr buyback at 1380/share approved Emmvee Photovoltaic Power #Emmvee Highest ever revenue, EBITDA, PBT and PAT in comps history Holds on to 33% OPM 100% TopCON 10.3 GW module capacity 9.4 GW orderbook 16.3 GW module and 8.9 GW cell capacity by FY28 De-leveraged well through 1621cr debt reduction Acutaas Chemicals #Acutaas Previously,Ami Organics Highest ever revenue, EBITDA, PBT and PAT in comps history Rev⏫40% at 433cr PAT ⏫114% at 134cr OPM at 42% vs 28% OCF ⏫147% at 292cr Confident to deliver 25%+ topline for FY27 over FY26 CDMO: 1000cr rev guidance by FY28 Net cash balance sheet WC increased slightly from 114 days to 120 days
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The Muslim
The Muslim@TheMuslim786·
Location: Dhandhuka, Ahmedabad, Gujarat Hindutva mob systematically vandalizing Muslim-owned shop
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LifeMathMoney ₿ | Unapologetic Truths.
A man grows up when he realizes that his parents are mortals, he is all he has, and that he was born alone and will die alone. In 100 years we will all be dead and forgotten. No one will know who you are in 2150, and we all know it's only a matter of time till 2150 arrives. Every possession you have, the house you live in, the money in your bank will be a possession of someone else who will not know who you are. Every time I see someone stressed about some meaningless thing, I am reminded of this: Remember to LIVE while you can.
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LifeMathMoney ₿ | Unapologetic Truths.
I'm over 30. Looking back at all the girls I had a crush on back in school, the vast majority of them are overweight and have turned into aunties I'm glad my mother forced me to go to the gym when I turned 16 If you have a teenager, pay for their gym membership. It is an investment that will pay off 1000000x
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turenberg
turenberg@turenberg·
@Syed_Hassam1 @Pixel_Stripes And they started stone-smooching. They also started f*cking cousins and goats. They also started believing in flat earth and 72 prostitutes after death. They also became cuck (H@lala) So stfu inbred.
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Mike Wazowski
Mike Wazowski@MikeWazq·
Fakhar Zaman, Babar Azam (C), Mohammad Rizwan (WK), Kamran Ghulam, Saud Shakeel, Salman Ali Agha, Khushdil Shah, Shaheen Afridi, Haris Rauf, Naseem Shah, Abrar Ahmed. Pakistan’s strong, balanced lineup ready to shine at #CT2025! 🇵🇰🔥 #PakistanCricket #TeamPakistan
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Bull Markets
Bull Markets@BullMarkets1·
Today on the auspicious day of Akshay Tritiya, did some small MF buying in PPFAS Flexi Cap & 2 Balanced Advantage Funds for my daughter Just like Diwali muhurat, did some buying in MF, as there is small correction In case u havent started investing, start 2day #AkshayaTritiya
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Rahul Manohar
Rahul Manohar@RahulManohar19·
Thank you @volklub for sharing your unfiltered thoughs with us and educating us. Bought tata punch.ev top model.
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Balu Gorade
Balu Gorade@BaluGorade·
I searched "Zerodha" on the Play Store, but Groww showed up first. Groww is bidding on the keyword "Zerodha". Now Zerodha has to pay to appear on top of its own name. The real winner is the platform.
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Tijjani
Tijjani@mcfc_Reinjers·
@thechelskikid @vj4782 Indians are generally small tiny men. They created those high school sized boundaries to make them look like they are strong enough to hit big sixes
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Pete Crowther
Pete Crowther@thechelskikid·
IPL has lost all interest for me. It isn't even vaguely a battle between bat and ball. Just a slog fest these days with nothing in it for the bowlers. Watching every ball get smashed to the boundary doesn't do it for me I'm afraid. 2 games so far and scoring 200+ isn't enough!
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AMIT
AMIT@AmitSuryakant·
Strait of hormuz to open Deal is done and limited sanctions now on iran... Optimistic for 2026/27 Cut the noise
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Ishan
Ishan@ishanxtwt·
@Rushu_Tushu got samsung s23 fe 2 yrs ago for 30k and I feel its still better than all these phones
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SUPERBRO
SUPERBRO@Rushu_Tushu·
Indians hate Chinese phones way too much. Currently I have been using iQOO Z7 Pro for almost 3 years now, and honestly, I'm fully satisfied with my purchase. Slim curved design with AMOLED display, Dimensity 7200 processor, solid camera and audio, all under ₹23,000. Show me one Samsung or any other non-Chinsse brand offering the same specs at this price. When I bought it, people around me were criticizing. "Chinese brand", "new launch", blah blah. But at the end of the day, if I'm getting better features within my budget, why should I care? Instead of blind hate, maybe Indian brands should focus on improving their pricing and features to actually compete.
SUPERBRO tweet mediaSUPERBRO tweet media
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Fahad Hassan Dar 🔻🍁
Fahad Hassan Dar 🔻🍁@Dar_Fahad1·
Indian occupying forces are brutally assaulting an unarmed Kashmiri man, an video that reflects the ongoing oppression faced by civilians in the region.
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Sann
Sann@san_x_m·
His name is Inderjit Singh Sidhu. He was a Deputy Inspector General of Punjab Police. He retired after a decorated 30 year career in the IPS. After his wife died in 2023 he started waking up at 5am every morning. He picked up a broom and a bag. And went to clean the streets of Chandigarh. People called him crazy. He said there is no shame in cleaning. He has been doing this every single day since then. In January 2026 the Government of India awarded him the Padma Shri. He is 88 years old. The quietest men often do the most important work.
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Muslim IT Cell
Muslim IT Cell@Muslim_ITCell·
PES University, Bangalore, Karnataka. At PES University, a Muslim student was called a “terrorist” again and again, not by a troll, but by a professor. Imagine being called a “terrorist” in front of 60 students by the very man paid to educate you. #IndianMuslims
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The Muslim
The Muslim@TheMuslim786·
Location: Faridabad, Haryana Muslim Man's Shop Forced Shut on Eid. On Eid day, Anshul Chaudhary threatened a Muslim shopkeeper selling chicken, citing Navratr, demanded he shut the shop, and abused him—while the shopkeeper kept saying it's Eid today.
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