May 26, 2025 Ok type performance. Nothing to get excited. Valuations have become further attractive at 17x TTM P/E. January 29, 2025 The company got listed in October, 2023. IPO Price was Rs 300/ share and current market price is Rs 346/ share. Current mcap is Rs 2,316 cr. Company before listing had over the … Read more
July 26, 2025 Muted quarterly performance by the bank. Nothing structurally concerning though. Likewise nothing to get excited as well. Q2 is also expected to remain muted – due to the impact of full lower interest rate pass through on interest income. Pass through on interest costs will be much slower and hence NIMs may … Read more
January 20, 2025 India’s leading plastics product manufacturer, offering a wide and comprehensive range of plastic products in India. Revenue and EBIT mix during 9M ended December 2024 Plastic Piping – 67% and 67% Industrial products – 13%, 10% Packaging products – 16%, 16% Consumer products – 4%, 7% Track record During last 10 years, … Read more
January 20, 2025 Incorporated in 1993, its a Electronic Manufacturing Services (EMS) company. Product verticals include consumer electronics, lighting, home appliance, CCTVs and mobile phones. Revenue and operating profit mix during 9M ended December 31, 2024 Mobiles and EMS – 84% and 75% Consumer Electronics & Appliances (LED TV & Refrigerator) – 10%, 10% Home … Read more
January 20, 2025 Below expectations Q3. Revenue growth was good but profits declined sharply. Profit decline was primarily attributed towards faster (than expected) new store additions in Blinkit. Food delivery growth was muted. Quick commerce (Blinkit) is witnessing increasing competition. Outlook Management sees huge opportunity in Qcomm and hence wants to continue ramping up fast … Read more
November 26, 2024 Incorporated in 2005, the Company is engaged in manufacturing and trading of innovative LED lights and fixtures In last 5 years, it has started focusing on new segments like Home Lighting, Infrastructure Lighting & Railways with focus on innovative technologies like IOT. The company got listed on NSE Emerge in April 2017 … Read more
July 28, 2026 Below expected performance continues. Management as always continues to sound bullish and attributes below average performance to similar factors as in the quarter before. Analysts gradually seem to be losing faith on management’s predictions. May 12, 2026 Below expected performance in the last three quarters especially on margins. In March quarter, revenues … Read more
May 2, 2025 Decent continued performance. Nothing extraordinary. Other income includes gains from fixed income mutual funds due to declining interest rates. This may not be there in future. Net net other income is expected to be lower in FY 26. Target of doubling revenue in next 3 years i.e., by FY 28. Three focus … Read more
November 14, 2024 Company was listed in November 2023 at a mcap of Rs 11,000 cr Currently at a mcap of Rs 12,000 cr with TTM profits of Rs 75 cr New age Beauty and Personal care company founded in 2016 Brands include Mamaearth, BBlunt, The Derma Co, Dr Sheth’s Financial track record In last … Read more