Sandeep R

330 posts

Sandeep R

Sandeep R

@som20523

Katılım Kasım 2023
250 Takip Edilen21 Takipçiler
Yashwant Modi
Yashwant Modi@yashwantmodi22·
@HomeTriangle Pathetic service from Hometriangle. I booked service to install cctv at 1000rs, the vendor Syed SS enterprises is charging 3200 rs for same service. The booking id is 8463320. Take action on this vendor immediately and improve your service.
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Satish Patnaik
Satish Patnaik@patnaiksatish84·
@som20523 Likh dunga bhai next time. You are right. Missed to highlight only because their management always mentioned of maintaining similar margins.
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Satish Patnaik
Satish Patnaik@patnaiksatish84·
Akiko Global --------------- Finally, they surpassed the Guidance by additional 9% FY25 Revenue = 74 Cr FY26 Revenue Guided = 160 Cr FY26 Revenue Actual = 174 Cr Why this is great? Because this compresses PE below 14 Plus, FY27 Revenue Guidance = 300 Cr This is 75℅ Growth without considering Akiko Pay revenues (Next Trigger) No recommendation, pls go through the recent concalls.
Satish Patnaik tweet media
Satish Patnaik@patnaiksatish84

Akiko Global --------------- Looks like surpassing the Revenue Guidance of 160 Crs in FY26. Watch the Promoter interview - youtu.be/o3qGzJTacp0?si…

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Siddharth Nayak
Siddharth Nayak@SidNayak7·
Single action that could have helped me cut the realized losses (and unaccounted for opportunity cost) by at least 60%: Brush up of technicals - that I eventually did during Dec'25-Jan'26. Understanding the pulse of stock via volume, from stage 1-4 clarity, and few such choti choti magar moti baatein.... Keeping the technicals simple is the key. Grateful to the journey. Better late than never. #investing #gratitude #stockmarket
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Sandeep R
Sandeep R@som20523·
@Alert_Investor @samantchinmay61 Maine bhi dekha hai tumhare purane messages when you used to pump all stocks from Aditya Joshi time. You must have lost big. Now trying to get something back from the market by pumping focussed stocks
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Alert Investor
Alert Investor@Alert_Investor·
@samantchinmay61 @som20523 Let it be. He is a troll. Check his replies. Nothing to contribute to any business. Just out there venting frustration.
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Chinmay Samant
Chinmay Samant@samantchinmay61·
@som20523 @Alert_Investor Number of stocks don’t matter in wealth creation. Quality of business matters. U can make wealth with one good business at a time.
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Sandeep R
Sandeep R@som20523·
@Alert_Investor Itna try karke bhi pump nahi kar pa raha. Koi aur stock kyu nahi dekh raha
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Alert Investor
Alert Investor@Alert_Investor·
@som20523 Hi bhai, how does it matter whats in my portfolio? H2 lower than H1, 230-240cr fy 26, reliable source.. yaad hai na?
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Ashish
Ashish@ashishca13·
Visited the Emmforce factory visit.. The factory was clean and sorted and the machines were all from big companies like Mazak. Most of the processes are Inhouse. Clearly visible that capacity utilisation was very low. They can do 350 cr from this facility in the next 2-3 years.
Ashish tweet media
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Samisosa
Samisosa@samisosa1234·
ESM was amended because Public arose. There were champions at that time also saying no point shouting. There was a POINT which eventually was heard. If you feel something is wrong (small or big), be that fool to raise your voice.Whether it gets heard or not is not in ur hands
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Alert Investor
Alert Investor@Alert_Investor·
@BigDream_Trader @samisosa1234 Exactly. When SME stocks were flying, everyone was a stock-picking genius. After the fall, suddenly ESM wasn’t good enough. Then it became taxes. Then FX - gov policy. Blame keeps rotating. And the moment markets bounce, the genius screenshots will be back.
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Sandeep R
Sandeep R@som20523·
@AdityaMittal795 @VivekChadha1996 aur bhai maje aa rahe hai? Tum jisme daalte ho rakh(ash) kar dete ho. Another example is your gem enviro. What amazing stocks you find and how market punishes you 🤣
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Satish Patnaik
Satish Patnaik@patnaiksatish84·
Akiko Global -------------- FY25 Revenue = 75 Cr Updates - 1) Revenue Guidance FY26 = 160 Cr 2) Revenue Guidance FY27 = 300 Cr 3) Guidance is excluding the revenues of Akiko Pay App (Gonna launched very soon) 4) Expected Revenues from Akiko Pay is 60 Crs annually, PAT Margins would start from 10% and go up to 25% over time.
Satish Patnaik tweet mediaSatish Patnaik tweet media
Satish Patnaik@patnaiksatish84

Akiko Global -------------- • Glimpse of their Super App (Akiko Pay) • Monthly revenues updates - Has come today. It is great in Monthly and Yearly basis.  • Business Model - Attached • Strategy - Attached • Guidance - Attached

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Sandeep R
Sandeep R@som20523·
@shiladitya4u @shiladitya4u when power will drive the rally again in the next 6 months, I'm sure you will write you bought them again. Happens only on X
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Shiladitya
Shiladitya@shiladitya4u·
In 2024, I had almost 40-50% of my portfolio in power stocks If I didn't exit those in 2025 (though I was a bit late), I would have been sitting in huge losses in 2025. When facts change, we need to change.. Adaptability & flexibility extremely important for survival
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Sandeep R
Sandeep R@som20523·
@patnaiksatish84 Patnaik ji, i feel this is commodity business without any moat. There are 100s of players doing similar thing. Why u think it should get more than 10-15 PE?
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Satish Patnaik
Satish Patnaik@patnaiksatish84·
Freshara ---------- This recent Concall should NOT be ignored. Why - Freshara acquiring a Spain company who has yearly turn over of 200 Crs. Business - 40% Gherkins and 60% Olives. Concall is 1.5 Hrs Long explaining the entire rationale behind this acquisition. Please hear if interested. Acquired Company was a decent well known brand in Spain existing from decades. Due to issues in the family and sustaining the leadership, the company filed for Bankruptcy last year. TTM PE = 11.5 Bulk Deals are happening in recent time between 150 - 160 Rs range Raising funds (45 Cr) via Pref at Price = 158 Rs Guidance ----------- FY26 = 325 Cr (30% Growth) + 3 Months contribution from Acquired Company FY27 = 600 Cr Disclaimer - Invested
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Investindia
Investindia@Investindia6·
The growth of low speed two wheeler EV segment in India is pretty crazy. These low speed EV's are imported into India in Completely knocked down (CKD) condition, assembled and sold. The real Moat in this business is distribution, branding and after sales service. The overall imports were FY24: 13.5 cr usd FY25: 24.6 cr usd (80% growth) H1FY26: 17.7 cr USD (50% growth over H1FY25) But inside these imports lies the winners, consistent performers. If we break it down into H1 & H2 in FY25, the top 10 names changed a little. Consistent performers were - Maa Luxmi, TUNWAL, BMW, Triumph, Urban Electric, Akash Indchi, My electric, Evey, ZELIO. Then if we look at H1FY26 -Maa Luxmi, Tunwal, Urban electric, Zelio, BMW, Evey remained in top 10 but there were new entrants like Mantra E-bikes, Warivo. The bottom line - base effect will come into play. As base becomes bigger, the % growth will be less but in absolute terms the pie will grow more. - Distribution and after sale service will be key - This theme from Investing perspective cannot be missed as whole sector is growing by 40-50% CAGR. - There will be some winners which consistently perform. #tunwal #zelio
Investindia tweet mediaInvestindia tweet media
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CA Rajesh Sehrawat 🇮🇳
Chemkart Promoters ne itni duty nhi bachao hogi jitni market cap uda di. Saath me ijjat gai wo alag Pata nhi logo ko galat kaam karne hi kyon hai.
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