sandeep agarwal

@nid_rockz Thanks a lot dear Shreenidhi for all your efforts and attention to details. Which sector according to you has strong outlook but low valuation

End of #Q3FY26 results season It was a fruitful results season for most of midcaps, smallcaps, microcaps and SMEs Mostly of them delivered their highest ever quarter Good revenue growth Decent margin expansion Sectors that stood out: Solar/Renewables Power Manufacturing/capex led EPC Hotels Pharma/CDMO Select chemical stocks with CMO exposure Tyre stocks Auto/ancillary Alcohol/Distillery/Ethanol Healthcare/Hospitals EMS Oil and Gas/Energy services/Refineries Jewellery Metals/Commodities Select agrochem comps Select Real Estate comps Banks/NBFCs Microfinance -beginning of recovery quarter Tried my best to cover almost all results that were declared in this results season along with concall and inv PPT snippets Q4FY26 should continue with similar growth momentum as Q4 is seasonally string quarter for most of the companies and expecting the trnd to continue Valuations have become very reasonable in many pockets,given the growth visibility and future outlook aided by good execution and record orderbook Only thing to track is how margins behave given the most volatile Commodity moves we have seen over the last 2-3 months It was great covering #Q3FY26 Hoping for even stronger #Q4FY26

#kore digital Promoter has bought close to 0.6% stake of shares worth 1 crore in Jan-Feb26 which indicates good confidence in business. PE fallen to 3.5 due to rumours of fraud. 49cr TTM PAT vs only 174cr mcap! A selvamurthy, Manickam Ravichandram, ankush kedia big investors

@ShridhantS Kaynes is very safe bet. Can easily double from here. Its profit has been growing at 50-60% CAGR. Semiconductor play.

Many stocks have been corrected by 50-60% From ATH Which stock you added in this fall...????

After every night comes the day. We need to keep believing that day will come soon

@REDBOXINDIA @iamdeepakparvat All these looks like some propaganda of some big corporate like Adani so that they can acquire indigo from the current management. I have used indigo so many times and their service has been excellent. This current problem looks like a temporary one

OVER 85% OF INDIGO FLIERS SURVEYED WANT THE AIRLINE’S SERVICE DEFICIENCY TO BE TAKEN UP UNDER CLASS ACTION OF THE CONSUMER PROTECTION ACT (CP ACT)

@Apnayak82 @WealthEnrich They have ambitious goal of 75 cr sales in 2nd half which is 3 times first half. But order book is only 22 cr currently. This is the risk

@sun_deep_143 @WealthEnrich 200 dma ke niche hey

Name one tiny company that most are ignoring, but YOU believe in its story long-term !

@sudheep8531 Rupee vs dollar movement is just a reflection of relative demand of the 2 currencies. Rupee falling due lower exports and higher imports in USD, FIIs still net sellers. Exports to us falling due to higher tariffs. Imports rising partly due to higher gold prices

Govt is saying inflation is at lowest Gdp is at the highest level. Then how come rupee is falling? Dollar index is at 1 year low Baht vs rupee is all time low at 2.81 Even trade deficit has improved If our country is growing strong and inflation is at its lowest how can the rupee get deprecated like this? Unless .........................

@VivekPr50602599 Yes this is a negative ..but it seems it’s already there from before and profits have been growing despite this. It’s the growth that matters

@sun_deep_143 The bigger risk is the royalty payment to Mr. Faruk patel that will take away 10-20% of the bottom line.

Kp green engineering biggest bet for me. It is a proxy play for multiple renewable energy stocks. Big promoters. In FY26 70% sales growth and margin growth from 16 to 18% PAT to be 200 cr vs 74cr in FY25. PE at 23 vs 5 year and of 42. Price to double in 6 months 4x in 2 years

@charting_study1 my opinion is that price will double in 6 months and 4x by May27. I am invested and my opinion may be biased. please do your own due diligence.

@sun_deep_143 What's ur tgt ? Do u really think profit will be more than 70%?

@charting_study1 In 1H26 the profit is 58cr which is more than 100% growth from 27cr in 1H25. Sales also grew from 262cr to 532cr which is 100%. This is in line with management guidance of 70% growth in sales in full year. They have 1100 cr orderbook vs 650 cr sales required to meet this in H2

@charting_study1 If profits grow by more than 100% then even 50-60 PEis possible in a bull market

@sun_deep_143 So pe will reach to 35 40 again?

The orderbook is 1100 cr which is 1.5x the FY25 sales with 682 cr received in last 6 months. Given big group and strong industry tailwinds the order book needs to be constantly monitored

Key risk is that large part of recent capex is debt funded and hence the interest and depreciation costs have gone up significantly 3.5x in 1H26. So the significant sales growth and margin growth are essential to counter that. So orderbook needs to constantly grow.

Added Avp infra some more today as PE falls to 8 with recent correction. Full year FY26 profit projected to be 70 cr double of fy25. 1H26 growth was 82%. OCF turned positive 18cr vs -15cr. Expect Mcap to be 1400 cr by june26 vs 343 cr assuming 70cr pat and 20 PE

#indian emulsifier I expect to grow 8x in 2 years driven by 4x profit growth and 2x PE re rate. Bought in Aug24 for 330 range due to good results and buy of Akilandeswari Selvamurthy. Now it’s at 110. 2H26 concall guided for 100% growth in fy26 and Fy27. PE very cheap at 12

@DFinMirror But on consolidate basis profit has fallen

#TexRail - Texmaco Rail & Engineering Ltd quarterly result - Decent numbers

@Gaurav_7887 Before measuring success you need to know what is it you want from your life. Accumulating wealth is only means to get something

I am 23 years old. I have a car worth ₹ 12 lakhs and a bike worth ₹1.80 lakhs. I have a side busines that pays ₹5 lakhs per month. Is this enough at 23? Tell me your 👇