Investment Journey

🍏SATHLOKHAR SYNERGYS FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs. 398 was at 19 p/e. Now 12.6x👍 REAL BIG 👍HAUL in H2 as can be seen below. Topline has grown from 87Cr in Fy23 to 824Cr in Fy26! And valuation 12.6x! (Valuation of SME Civil construction space is in very bad shape. Hope some sanity comes and good companies like this get deserving valuation) H2 FY26 Vs.H1 FY26 REV:Rs. 574Cr Rs. Vs Rs. 250Cr👍👍 PAT:Rs. 54.4Cr Vs Rs. 28Cr👍👍 FY26 Vs FY25 REV:Rs. 824Cr Vs Rs. 372Cr👍👍👍 PAT:Rs. 82.2Cr Vs Rs. 34Cr👍👍👍 SATHLOKHAR SYNERGYS SME IPO was in AUG 2024 at Rs. 140 at 13 p/e .

Abs marine Super awesome results. My expectation was 20-25 eps for fy 26. But company has delivered 32.5 EPS. Surely this one should get atleast 10-15 pe minimum. That itself will take the company to 350-450. Not buy sell recco. Do study. Probably big UC tmrw

🍏BONDADA ENGINEERING FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.382 was at 25 p/e. Now 20x👍 Company is reporting close to Rs.3000Cr revenue in EPC of Solar / Telecom projects. These numbers are very good, considering the large base. 👍 It deserves valuation in line with other strong EPC companies in Main Board.👍 Hope market will consider this and do a re-rate!! Cashflow is 124Cr positive. 👍Don’t bother about receivables in EPC by end March. Will get collected anyway Q4 Rev is 916Cr Vs 717Cr in Q3. 👍 Q4 Pat is 63Cr Vs 54Cr in Q3 👍 H2 FY26 Vs.H1 FY26 REV: Rs. 1631Cr Vs Rs. 1220Cr 👍 PAT: Rs.118Cr Vs Rs. 93Cr 👍 (May Compare with H2FY25 Rev=Rs. 977Cr & PAT=Rs. 70Cr ) FY26 Vs FY25 REV: Rs. 2851Cr Vs Rs. 1580Cr 👍👍 PAT:Rs.211Cr Vs Rs. 113Cr 👍👍 SME IPO was in Aug 2023. Considering stocksplit with present FV at Rs.2, the adjusted IPO price is Rs.15 at 9P/e!

Parag Parikh: Value investing is simple: Buy what others are ignoring. Strong businesses + weak sentiment = opportunity. Think independently. Stay patient. Avoid hype.