As requested by people to share good results names after results season ends, HERE WE GO...
Final Shortlist of good Q1FY24
#GOODQ1FY24
Mfg/Pumps/Engines/Valves:
Kirloskar brothers
Kirloskar oil engines
Roto Pumps
KSB
Shanti Gears
Triveni turbines
Siemens
ABB
Banks/NBFCs:
End of
#Q3FY24
😇😇
Tried covering almost all good results across largecaps, midcaps, smallcaps and nanocaps to the best of my abilities
Midcaps and smallcaps performed much better vs large cap names for this quarter
Clear outperformance from mid and small caps
Almost, 70% of
And it's over
That's a wrap on
#Q4FY21
We now move towards a new quarter
#Q1FY22
Many good numbers this quarter
Probably, best quarter that we have witnessed after a long time
Tried my best to present almost all results as n when they were declared
See u when Q1FY22 begins
Now that the
#Q3FY24
results season is over, here is the List of standout
#Q3FY24
results:
Mentioned almost everything from 1st day till last day
Not breaking them up along with segments/sectors
Sanghvi Movers
Savita Oil Technologies
Electronics Mart
Zaggle Prepaid
Supriya
End of yet another results season
#Q2FY23
Last 4-5 days were v hectic with many comps rushing to declare nos due to 3 holidays due to Deepavali
Nevertheless,tried my best to bring out all good results from the universe of large caps, mid, small, nano n SMEs
Waiting for
#Q3FY23
That's a wrap on
#Q4FY22
numbers
Tried my best to cover almost all of them ranging from micro, small,mid n largecaps
Mixed qtr with many comps facing margin pressure due to rising RM cost
Things should improve gradually n get better fo H2
Q1 might be challenging fo most comps
And 100k followers today!!!😍
Thanks for all those who find me worth following
Thanks for all the good wishes n for sparing ur time to go through my tweets regularly
Hope to keep adding the value,to the best of my abilities
Keep supporting the same way🙏
Feeling grateful
End of Q4FY23🙏🙏
Extremely fruitful qtr where good numbers have been very well appreciated by markets
This qtr turned out to be extremely good for many mid/small/nano capa/SMEs
Ppl had no big expectations approaching q4 results season
But nos exceeded expectations for most of
Have hit 75k followers
Thanks a lot and I hope to keep adding value with every tweet I post
Not able to reply to all DMs due to the hectic schedule, but have been trying my best to reply as much as possible
Thanks again for thinking that I'm worth following
Would do my best🙂
Please feel free to unfollow
Not possible for me to give every single detail for last 3 days as more than 4000+ comps post numbers
I have a full time job as well of which I have to take care of
I have my family as well for whom I have to give time
Trying to balance everything
@nid_rockz
Not expected from u like this...give details brother..this is ur first time so I neglected .next time u done like this ,I will unfollow you.
Is tarah ka result wala post 10th pass baccha bhi daal de
Pls avoid this type of post
That marks the end of results season
#Q3FY21
Have tried my best to cover almost all good numbers on a daily basis for these 45 days
Would ve missed few of them since 1500-2000 comps reported on a daily basis for last 3days
Waiting fo q4 to see how much of it is sustainable🙂
End of Q3FY23
Mixed season with few v good nos n some bad nos esp frm retail/consumption side(pent up+high base)
Margins disappointed fo many sectors whereas concall points at optimism starting Q1FY24
Tried my best to cover almost every good nos
Hope u all found them useful😇
End of
#Q2FY24
results season😇😇😇
Has been a fruitful quarterly results season this time with many stocks reacting well to the numbers pre/post announcement
Especially, that came up with pleasant surprise which wasn't factored yet by mkts across the sectors
The main
1,50,000 IT IS!!!!!❤️
Thanks for all those who consider me worth to be followed 🙏🙏
Thanks for all the love, support, motivation and encouragement..
I will continue to do the best that I can to add value to all my followers,as always 🙏
To those who aren't following yet,
End of
#Q1FY24
results season and it ended on a good note
Many comps reported a good set of numbers for Q1FY24 especially from mid n smallcap space
One thing to keep in mind is H1 is generally leaner for 70-80% of companies due to monsoon
So QoQ comparison isn't the right
As many people requested to share some names of stocks that did well in Q3FY24 and corrected well,
Here is my list
Some stocks with great
#Q3FY24
and good visibility for
#Q4FY24
which has seen a good correction over the last 8-12 days :
Supriya LifeSciences
Jindal Saw
For
#Q3FY24
, Focus should be on sectors like:
Hotels:
Indian Hotels
Chalet Hotels
Royal Orchid
Travel & Tourism:
Rategain travel
Safari
Thomas Cook
Platform/Tech comps:
BSE
Angel One
MCX
Netweb
Infrastructure comps with good track record of execution:
ITD Cementation
Ion
My top 5 allocations
Haven't realized any profits though
Have been holding most of them from 6-8qtrs
Laurus labs
Mastek
ACE
Globus spirits
IFGL Refractories
Lucky to have caught them right at start of growth phase
This is where tracking qtrly numbers closely helped a lot🙂
Haha
I never copied a single results from CNBC
I take efforts to go through every single results n post it here so that people find it easier to go through
Show a single tweet of mine that is copied from anywhere
I challenge u
Get a life
U need to
Seriously!!
Frustrated soul
Maithan alloys down 25% post record high profits in q1 with q2 to b better than q1
Thiru,Panama Petro,mmfl are down 20-25% from peaks
Heranba,Ace,shakti are down 15-22% from peaks
Utilitize these opportunities
Won't keep coming always
Good comps bounceback equally fast
N that marks the end of result season
#Q1FY22
Last 5 days had almost 800-1000 comps reporting on a daily basis
Good qtr of earnings fo most of the comps
Q1 was disrupted by covid related lockdown/restrictions
Lets hope q2 will nt face any disruption
Tried covering all results
End of
#q2fy22
n
#H1FY22
earnings season
Outperforming sectors-textiles, auto ancillary, select commodities (stainless steel,ferroalloys) n banks
Pharma n chem had a rough qtr with margin pressure
Should get better by q4
Eagerly waiting for q3fy22
Hoping fo good n clean Q3🙂
Hi guys,
A small favour plz
This is the pic of my son who has turned 90days on 18th Aug
We have given his pic for "Krishna Costume" contest
All u guys have to do is:
Open the link below in Instagram
"Like" the pic n give lots of love n blessings
#136
Learnings for FY24:
Almost, similar learnings for last 3 years
Pattern ramains the same
EARNINGS, EARNINGS and EARNINGS
If company delivers on earnings front
Markets reward them well
Never be afraid to bet big when earnings traction and future visibility is intact for 2-4
Yet another results season comes to an end..🙂
Has been a wonderful yet very hectic Q3 results season
Hope I did analyze the results well this season
Thatsit from my side for Q3..happy investing folks
A big thanks to all the 50k followers who found me worth following 🙂
Will be very happy if I ever added value through my tweets/sharing whatever I know
Will continue to share/add value going forward
Thanks once again for all the support
Feeling grateful and blessed🙂
A very hectic day comes to an end finally
So many good results today with many new updates,investor presentations,press releases etc
Too much to go through n tweet relevant things that matters to public from morning till now
Need a break
Much needed
Tiring n exhausting
Without underlying financials??🤣🤣
Are u sure u cross checked??
For sure, u wouldn't have
FYI,
EPS grew 67% from 396rs to 661rs for midcaps over the last 2 years
EPS grew by 53% from 340rs to 519rs for smallcaps over the last 2 years
It's easy to tweet without any facts
People blaming SEBI chief for the carnage in small & mid caps
But they don't realize overvaluations were there for everyone to see
The music had to stop some day and it just stopped abruptly
No one asked why small and mid caps were rising constantly without underlying financials
End of
#Q3FY22
results season
Many comps witnessed margin pressure owing to higher freight cost, RM prices,coal n fuel costs
Few of them outperformed despite challenges
Lets see what
#Q4fy22
has to offer
Expecting a great end to FY22
Hope I have covered almost all results 🙂
End of q1 Results season
Tried to cover everything from large/mid/small/micro/nanocaps
Hope it benefitted u guys🙂
This results season turned out to be much better than expected
Traction in
Pharma/API
IT
Agrochem
Select splty chem
Tea/coffee/sugar
Q2 nos from next month
Krishna institute of medical sciences
#KIMS
Team of docs at KIMS performed India's first ever breathing lung transplant👌
Very Few institutes in US, Canada n Austria have been successful in conducting this
Best transplant team in Asia
Kudos to the team 👌
This is truly great
Some
#Q2FY24
ConCall transcripts one shouldn't miss reading:
I have covered midcaps, smallcaps where management clearly explains about
Business
Strategies and Plans
Future Outlook for the sector and the comp
Guidance
Competition
Concalls that I have gone through:
Welspun
Great results last week
July 25th to 30th
Deepak fertilizers
Creditaccess Grameen
Andhra Paper
JK Paper
Metro brands
Rain
Godfrey
MBAPL
Craftsman
Maha seamless
Jindal drilling
Ethos
Tinna rubber
Ujjivan SFB
Schaeffler
SKF
Guj Themis
Coromandel
Bajaj fin
GHCL
Apar industries
KDDL
Summary of good
#Q2FY24
for 9th November:
BLOCKBUSTER:
Force motors
Electrosteel Castings
ABB
Aurobindo
Cockerill
Indo Tech Transformers
Annapurna Swadisht
Action Construction Equipment
VERY GOOD:
Suryoday small finance bank
Marksans Pharma
Sharda Motors
Kaka industries
Officially,
#Q2FY22
starts from today
With TCS being the first one to declare quarterly numbers
Next week has many interesting names that are going to be declaring numbers
Will cover everything that i can
Interesting qtr as it's a normal qtr fo 90% of firms without disruptions
Extremely delighted n blessed to have been featured among these great guys on the list of "Top 15 Finance Influencers 2021"🙏
Congrats to everybody in the list
Hope to keep adding value to the best of my ability,as much as I can
Thanks all
Indian renewable energy development agency
IREDA
#IREDA
Solid from IREDA
Press release is very bullish
PAT ⏫67% at 334cr vs 201cr
Loan book of 50580cr⏫33.5%
Networth at 8134cr⏫45.5%
NNPA at 1.52% vs 2.03%
GNPA at 2.9% vs 4.24%🔥🔥
Absolutely FAB set
Extremely happy to be followed by the great Ashish Kacholia sir🙂
@LuckyInvest_AK
Dream come true moment
Have always been a fan of ur stock pickings right from
Mastek,Birlasoft,Polymed,Philips carbon,Vaibhav global,HLE,Acrysil to most recent KIMS,Garware hitech n Faze3 exports
Maithan alloys
#maithanall
Whattttaaaaaaaaaaaaa quarterrrrrrrrrrrrrrrrrr👌👌👌
Probably the best of Q3fy22 till now
Rev at 928cr vs 452cr
PBT at 395cr vs 71.5cr
Q2 PBT at 224cr
Big 80% QoQ growth
PAT at 300cr vs 55cr
Q2 pat at 164cr
Q3 EPS at 103rs vs 19rs
9m EPS at 198rs
Summary of good results for 26/10/2023
#Q2FY24
#Blockbuster
:
DB corp
Jindal Saw
Venus Pipes
Ugro Capital
OM Infra
Waaree Renewable Technologies
#VeryGood
:
Dixon technologies
AGI Greenpac
Voltamp Transformers
Eco Recycling
ISMT
#Good
:
Homefirst
Canara bank
Indian bank
PNB
Crazy ppl
Want Rishabh Pant to be removed for just 2 bad games
Hav some shame
That guy won us series in Aus n in India vs England almost single handedly
If anybody is to b dropped,it's Rahane
This guy is seriously inconsistent
Bring in Surya Kumar Yadav
Replace Ishant
Thats it
Summary of good
#Q2FY24
on 8/11/2023:
Blockbuster:
Welspun Corp
Ador Welding
Ashoka Buildcon
Lupin
Insolation Energy
Man Industries
TD Power
Concord Biotech
Concord Control Systems
Uni Abex Ferro alloys
Pokarna
Majestic Auto
63 Moons
GPT infraprojects
Brigade
WS Industries
At the end,all that matters is only
EARNINGS,EARNINGS n EARNINGS
REST,EVERYTHING IS JUST A NOISE
For those who have conviction on the ones that they track v well, this is an opportunity to add at good prices
Focus only on:
EARNINGS
VISIBILITY
CAPEX (without big debt)
OP LEV
Summary of good numbers for 25th and 27th Jan 2024:
VERY GOOD/BLOCKBUSTER:
Shakti Pumps
DB Corp
RS Software
Zen Technologies
Mangalam Cement
ACC
GOOD:
Intellect Design Arena
Elecon Engineering
TVS Holdings
KFin Technologies
SBFC Finance
RBM Infra
Aeroflex
Privi Speciality
Clean science and technology Ltd
#cleanscience
Amazing comp
Amazing track record of growth
Mkt leader in almost all products in India n world
Fastest growing specialty chemical comp
Debt free
Utilization overall stands at 71%
Fy21
Rev 538cr
Pbt 267cr
PAT 198cr
Super margins
Thats a wrap on
#Q1FY23
Surprisingly,many comps pleasantly surprised with record high nos
Retail/consumption
Hotels/QSR/movies/travel accs
Were the showstoppers
Few good comps had margin pressure which might continue into Q2 n get better from H2 with inflation cooling off
When i wrote BEL nos r good n aren't comparable QoQ,i was told that I mislead retail
BEL moved up 9%,they blocked me
Same with
#KMEW
(last mnth)
Guys who told me I'm posting rubbish,blocked me yest after price moved 20% to hit life high
Why is it so difficult to agree n accept?
All the earlier non moving good funda companies making new highs/getting closer to new highs in the portfolio
Strong stock specific action from April 1st onwards
Maithan alloys
Technocraft industries
Cosmo films
Angel one
Redington
IIFL Finance
SSWL
Allcargo
VRL logistics
Indian Renewable Energy Development Agency
IREDA
#IREDA
Solid
#Q4FY24
with very good QoQ traction 🔥
GNPA and NNPA are sharply down YoY
Rev at 1391cr vs 1036cr
Q3 at 1252cr
PBT at 480cr vs 288cr
Q3 at 386cr
Solid QoQ traction
PAT at 337cr vs 253cr
Q3 at 335cr
Higher tax
My list would be:
Vishnu chemicals
Raymond
SSWL
SP Apparels
Powermech
Allcargo
Mastek
EKC
Redington
Aster DM
KIMS
PSP projects
GMDC
Hari Om pipes
ICICI Bank
IIFL Finance
Creditaccess-use all dips,go slow
Sharda Cropchem
KMEW
1-2qtrs:
GHCL
MRPL
Chennai Petro
Guj alkali
Can we ask
@nid_rockz
@rdkriplani
what one can add if on cash in this carnage with good future earning visibilities or have become a mouth watering value.. let the twitter family hear it from the best 🙏🙏😊
Excellent report from IIFL on Indian chemical space
Beneficiaries include:
Caustic soda players
Soda ash players
Vinati organics
SRF
Gujarat fluorochemicals-PTFE n other fluoropolymers
Deepak fertilizers
RCF
GNFC
Deepak nitrite
Chemplast-PVC
Astec n AnuRas
Fine organics
When u put all efforts to cover more than 1500+ results on last 3 days of results season which will always b v hectic without even taking break on the weekends,
All u get to hear is this kind of msgs
If u can't b grateful,atleast stay away from foul language
It's never good🙏
Down 19.6% from peak pf value in Feb-March
Was never on cash,never raised cash
Never invested a penny in last 9-12mnths
Hoping for this phase to pass
Many stocks looking v good on valns after fall:
Allcargo
Raymond
Deepak fert
EKC
SPAL
Redington etc
Caustic/sodaash makers
Shriram Piston and Rings
#SHRIPISTON
#SHRIRAMPISTON
Continuous 9 quarters of QoQ growth🔥
Last 4 years of excellent rev, EBITDA, PBT and PAT growth
EBITDA moved from 216cr to 556cr TTM
Solid margin expansion QoQ n YoY
OPM moved from 14% to 20%👏
Very minimal debt
D/E of
Last 20 days since the earnings season started:
Some observations:
Mid and smallcap earnings stands out wrt large cap earnings, atleast till now😇
Positive margin surprises across mid/small caps with growing sales this time vs last qtr
Stocks with high P/Es on TTM basis saw
Look at the kind of tweets that I keep getting every week
Have never ever accepted any such request and will never ever accept it going fwd too
Sad to see many good famous reputed handles getting into this😦
Never ever knowingly misguide🙏
Never ever sell ur soul 🙏
World with funny people!!!
When I post the fact with charts of silicomanganese n ferrosilicon prices going up without naming the comp
Ppl reply the names such as SAIL, TATA steel,GPIL,tata long,JSL,VEDL
When I correct them n tell it's maithan alloys,they tell I pump it😂😂
Jubilant ingrevia
#jubilantingrea
Equirus initiates with target of 1,013rs
Expects the specialty chem to drive the growth
Lowest cost producer of pyridine derivatives with 20-80% mkt share
Nutrition n health science to grow steadily
Big volume growth expctd
Capex beneficiary
As the earnings season
#Q2FY24
has ended, make sure to have ur portfolio loaded with stocks that has delivered solid
#q2fy24
and has good visibility for future
#Q3FY24
will be very good for most of the consumption/retail names due to the festive season nicely falling in
#q3
Got many DMs where people wanted to know some SME names that have growth visibility and valuations are decent:
Hardly any stock that is available too cheap in this space
Some names that i shortlisted:
SJ Logistics
#SJLOGISTICS
#SJLOG
Blockbuster
#Q3FY24
delivered
EBITDA of
Sterling Wilson Solar
#SWSOLAR
Finally turns profitable!!!
Hopefully this is just the beginning, given the industry tailwinds
Solid orderbook providing visibility for next 6-8 qtrs
Solid OCF
Rev at 1178cr vs 88cr
Q3 at 583cr
EBITDA at 63cr vs loss
Q3 EBITDA was -16cr
Growth+value stocks in pf that has declared great last 2-3 quarters
Granules india
Laurus labs(value emerging with stock not going up much post bumper last 2 qtrs)
Mastek
Balaji amines
Gtpl hathway
NCL industries
Sagar cement
Indocount
Visaka industries
Happy to hold them all
Globus Spirits
#globusspr
Blowout qtr!!
Life high EBITDA, PBT and PAT
Whatta show
Despite restrictions/lockdowns
Rev 551cr vs 292cr
PBT at 85cr vs 25cr
Q4 PBT at 74cr
PAT at 56cr vs 18.5cr
Q4 PAT at 50cr
Q1FY22 EPS of 19.5rs👌👌
Spectacular on all counts 👌👌👌👌👌
Summarising good nos for
#Q3fy22
which might continue going into q4:
Banks/NBFCs:
ICICI Bank
SBI
ABCAPITAL
Midcaps n smallcaps:
Globus spirits
EKC
Cosmo films
Angel one
Technocraft
Vishnu Chemicals
Allcargo
VRL logistics
Dynamic cables
PSP projects
MM forgings
Greenpanel
#jublingrea
Anti dumping duty
Big positive trigger for
Jubilant ingrevia
Laxmi organic
IOLCP
Jubilant ingrevia specifically:
Planned for 250cr capex here
Good margins in this segment historically
Biggest player in acetyl value chain
Q2 n H1FY22 numbers on 19th, Tuesday
Krishna institute of medical sciences
#KIMS
Lowest capex/bed vs peers
Highest EBIT margins vs peers
22.7% vs next best of 11.6% by Max
High asset turns
Highest RoE n RoCE
RoIC 32% vs next best 19% by Max
ARPOB⬆️
Cheapest vs peers in valns
Ev/ebitda
P/E
Reputed names in SHP
Jubilant ingrevia
#JubilantIngrevia
#JUBLINGREA
Opportunity to grab market share
Laxmi organics-shut down of manufacturing unit in Raigad due to excessive floods
Will definitely take a month or two to re-start the operations in full swing
Meanwhile, opportunity for ingrevia
Rain industries
#RAININD
#RAIN
Excellent Q1fy22 and H1FY22
All segments contributed
Rev at 3681cr vs 2387cr
Lower other Inc QoQ
Pbt at 364cr vs 66cr👌👌
Last qtr PBT at 314cr
Big jump QoQ 👌
PAT at 266cr vs 34cr
Q4 pat at 230cr
Q1FY22 EPS at 7rs
H1FY22 EPS at 13.2rs👌
PI Industries
#PIIND
BEAST!!!🙏🙏🙏
What an outlier in the space filled with underperformers this Q3FY24
Beats all estimates left, right and centre!!👏🔥🔥
EBITDA beat of 80cr!!!
PAT beat of almost 100cr!!!
Margins beat of 300bps almost!!!
Agrochem and chemical comps fared
Transformers and Rectifiers India Ltd
#TRIL
Blockbuster
#Q4FY24
with solid margin expansion
Margins should further improve next year given the strong orderbook and good execution in FY25
Great start to
#Q4FY24
🔥
Rev at 512cr vs 438cr
Q3 at 369cr
PBT at 56cr vs 14cr⏫4x YoY
Piccadilly Agro
#PICCADILLYAGRO
Blockbuster
#Q4FY24
👏
Highest ever revenue, EBITDA, PBT n PAT in any qtr in comps history
Steady OCF
At 51cr vs 37cr
Rev at 282cr vs 202cr
Q3 at 191cr
PBT at 59cr vs 9cr
Q3 at 27cr
More than 2x QoQ 🔥
PAT at 43cr vs 5cr
Amazing set
Fought hard??
Really??
Lost by 209runs n BCCI tweets we fought hard😂😂
Till we have this attitude, we will never win ICC tournaments/cups
7 wkts lost today within lunch under 80 runs n this is "fighting hard" for BCCI😂😂😂
Anyways,we will arrange series against SL,WI,
Very happy to inform that we have crossed 1 year and 18 days since the launch of our smallcase momentum portfolio😇
It was launched on the 3rd week of November
Our main focus was to identify stocks that could do well for 4-6 quarters and have a sustained "earnings momentum"
📈 PINCMomentum Smallcase Records a 57.91% Growth Over the Past Year!
This thoughtfully curated portfolio showcases companies with sustained earnings momentum, geared for potential success in the upcoming 4-6 quarters.
Learn more:
#PINCMomentum
When u have conviction,every single dip is a buying opportunity
When the conviction is borrowed,one will be tempted to sell n panic at every small dip
Study only the fundamentals
Dont focus too much on price action
When the biz has triggers,it's sure to do well
Ex: chemplast
Good
#Q3FY24
-7/2/24 till 3pm
HBL Power
#HBLPOWER
Blockbuster
#Q3FY24
🔥
Rev at 594cr vs 329cr
PBT at 99cr vs 33cr, Q2 at 91cr
PAT at 76cr vs 22cr, Q2 at 68.5cr
Trent Ltd
#TRENT
Blockbuster 🔥🔥
Solid beat vs ests
Rev at 3466cr vs 2303cr
PBT at 445cr vs 175cr, Q2 at 289cr🔥🔥
PAT
Excellent commentary for Q3FY23 n FY23 from few companies like
Raymond
Ujjivan SFB
Royal orchid hotels
Powermech Projects
MM Forgings
Ethos Ltd
Dreamfolks
Narayana Hrudayalaya