VISHAL GOYAL

10 Pointer Info - Equities Only.
Unfiltered View - Short & Crisp .

Educational Purpose Only, No Buy Sell Recommendation.

[Aditya Mittal @AdityaMittal795]

75 stocks which had very bullish concalls (Q1 FY-27) and can double their revenue in next 2-3 years:

🔹1. SG Mart (#SGMART): 118% EBITDA growth (₹300 cr EBITDA) guidance in FY-27

🔹2. Senores Pharmaceuticals (#SENORES): 50-60% PAT growth & 30-40% revenue growth guidance in FY-27

🔹3. Sakar Healthcare (#SAKAR): 50%+ PAT growth & ~25% revenue CAGR guidance (oncology parenteral ramp)

🔹4. SG Finserve (#SGFIN): 43% PAT growth (₹225 cr PAT) guidance in FY-27

🔹5. Shadowfax (#SHADOWFAX): 38-40% revenue growth guidance in FY-27 (upgraded from 28-30%)

🔹6. Neogen Chemicals (#NEOGEN): ~40% revenue growth guidance in FY-27 (battery chemicals ramp)

🔹7. HFCL (#HFCL): 40% revenue growth guidance in FY-27 (upgraded from 20%)

🔹8. Sahasra Electronics (#SAHASRA): 100% revenue growth (₹275-300 cr revenue) guidance in FY-27

🔹9. Sangam India (#SANGAMIND): 100% PAT growth guidance in FY-27

🔹10. Jana SFB (#JSFB): 80%+ PAT growth, 19-21% loan (GLP) & 23-25% deposit growth guidance in FY-27

🔹11. Motilal Oswal (#MOTILALOFS): 20%+ housing finance AUM growth guidance for next 2-3 years

🔹12. Borosil Renewables (#BORORENEW): 60% revenue & EBITDA growth guidance in FY-27 (600 TPD expansion by Q4)

🔹13. Madhya Bharat Agro (#MBAPL): >50% revenue growth guidance in FY-27 (Dhule SSP ramp-up)

🔹14. Atlanta Electricals (#ATLANTAELE): 40% CAGR revenue growth guidance for next 3 years

🔹15. Netweb Technologies (#NETWEB): 35-40% revenue growth guidance (13-14% EBITDA margin, 10%+ PAT margin)

🔹16. Syrma SGS (#SYRMA): 30-35%+ revenue growth (~₹700 cr EBITDA) guidance in FY-27

🔹17. Jubilant Ingrevia (#JUBLINGREA): 32-40% EBITDA growth (₹750-800 cr) guidance in FY-27

🔹18. Krishana Phoschem (#KRISHANA): 30-35% revenue growth guidance in FY-27

🔹19. Anand Rathi Share & Stock Brokers (#ARSSBL): 30-35% PAT growth guidance in FY-27

🔹20. Capri Global Capital (#CGCL): 30%+ AUM CAGR guidance in FY-28

🔹21. Sobha (#SOBHA): 30%+ pre-sales growth guidance in FY-27

🔹22. Suryoday SFB (#SURYODAY): 30% deposit growth + doubling CLOU customer base guidance in FY-27

🔹23. Himadri Speciality (#HSCL): PAT doubling from ₹555 cr (FY25) to >₹1,100 cr by FY-28 (~26% CAGR)

🔹24. Tatva Chintan (#TATVA): 25-30% revenue growth guidance in FY-27

🔹25. Smartworks Coworking (#SMARTWORKS): 28-30% revenue growth guidance in FY-27

🔹26. Greenply Industries (#GREENPLY): 25-30% MDF volume growth guidance in FY-27

🔹27. CCL Products (#CCL): 25-30% domestic branded B2C volume growth guidance in FY-27

🔹28. Dynamic Cables (#DYCL): 25-30% solar/renewable cable revenue growth for next 3-4 years

🔹29. Aye Finance (#AYE): 25-30% AUM growth guidance in FY-27

🔹30. Gravita India (#GRAVITA): 25-30% PAT CAGR guidance for next 4-5 years

🔹31. GRSE (#GRSE): 25-30% revenue growth guidance (per Q2 FY-26 call; qualitative confidence reiterated in Q1)

🔹32. Avalon Technologies (#AVALON): 24-27% revenue growth guidance in FY-27 (double revenue to ~₹3,200 cr by FY-29)

🔹33. Tinna Rubber (#TINNARUBR): 23-28% revenue growth guidance in FY-27

🔹34. Menon Bearings (#MENONBE): 23-25% revenue growth (>₹360 cr revenue) guidance in FY-27

🔹35. Ramkrishna Forgings (#RKFORGE): 22-25% CAGR revenue growth for next 3 years

🔹36. Acutaas Chemicals (#ACUTAAS): 25% revenue growth guidance in FY-27

🔹37. Transformers & Rectifiers (#TARIL): 25% revenue growth guidance in FY-27 (16% EBITDA, 9-10% PAT margin)

🔹38. M & B Engineering (#MBEL): ~25% revenue growth guidance in FY-27

🔹39. Prostarm Info Systems (#PROSTARM): 25%+ revenue growth guidance in FY-27

🔹40. Heritage Foods (#HERITGFOOD): ~25% VAP growth guidance (annual)

🔹41. APAR Industries (#APARINDS): 25% cable value + 10% conductor volume growth guidance in FY-27

🔹42. Ujjivan SFB (#UJJIVANSFB): ~25% advances & deposit growth guidance in FY-27 (RoA 1.8-2.0%)

🔹43. CreditAccess Grameen (#CREDITACC): 20-25% AUM growth guidance in FY-27 (RoA 4-4.8%)

🔹44. Anand Rathi Wealth (#ANANDRATHI): 20-25% revenue & PAT growth guidance in FY-27 (₹1,415 cr rev, ₹460 cr PAT)

🔹45. RBL Bank (#RBLBANK): 23-24% retail deposit growth guidance over next few quarters

🔹46. Fedbank Financial / Fedfina (#FEDFINA): 20-22% growth guidance in FY-27

🔹47. Shyam Metalics (#SHYAMMETL): 20%+ revenue & EBITDA growth guidance in FY-27

🔹48. Steel Strips Wheels (#SSWL): 20%+ revenue growth guidance in FY-27

🔹49. Bandhan Bank (#BANDHANBNK): 20%+ non-EEB loan book growth guidance in FY-27

🔹50. L&T Finance (#LTF): 20%+ CAGR book growth guidance by FY-31

Follow @AdityaMittal795 for more such educational posts.

[VISHAL GOYAL @10PointerEquity]

UTKARSH SFB : Recovery

GLP +2%YoY
Disb+48.5%YoY
Non-MB disb +71.7%YoY
GNPA/NNPA improved @ 5.9%/2.8%
Credit cost⬇️2.3%
NIM⬆️6.1%
PPoP ₹64cr, PAT⬇️ ₹34cr

Guidance: FY28 25–30%,NIM ~8%,ROE ~15%

+ve: asset quality,Credit cost

Monitor: GNPA/PCR,NIM recovery

#UTKARSHBNK #Q1FY27

[VISHAL GOYAL @10PointerEquity]

AEROFLEX: Q1FY27: Consistent

Revenue +72% YoY
EBITDA +116% YoY
EMargin 23.0%
PAT+162% YoY
PMargin ~13%

Guidance: Skid capacity 15k by Q3,60–65% Q4 exit util,hose capacity,25% EBITDA margin

+ve: skids,AI/data-center demand

Monitor: skid approvals,Q3 capacity

#AEROFLEX #Q1FY27

[Rita Kapoor @ImRitaKapoor]

1st few sec this alleged child said "samvidhan ki ma ki ch**t". Did any of u say this ever ? @MahuaMoitra @priyankagandhi @anarkaliofara @SauravDassss @khanumarfa If u support these abuses then don't complain when someone abuses you or your parents next time

[VISHAL GOYAL @10PointerEquity]

EV 2w sales July 2026:

TVS is the clear leader,biggest share gainer🟢
Bajaj #2 with very stable share. 🟢
Hero/Vida scaling well 🟢
Ather grew in absolute terms but lost share, remains #3 🟡, EL launch key - 29Aug
Ola is the only top-5 player with YoY & MoM volume decline 🔴

[VISHAL GOYAL @10PointerEquity]

Guidance: FY27 revenue growth raised to 38–40% vs 27–30%,margin trajectory unchanged,Prime Large 12k pin codes,100 dark stores

+ve:Market share gains,quick commerce,AI-led cost control

Monitor:Q2 peak volumes,margin reinvestment,dark-store,lost shipment cost

#SHADOWFAX #Q1FY27

[VISHAL GOYAL @10PointerEquity]

SHADOWFAX: Q1FY27: Blockbuster

Revenue ₹1,358cr,+65% YoY
Orders ~25cr,+83% YoY
Adj EBITDA ₹67cr
Adj EBITDA margin 4.9%
PAT ₹65cr,record high
Pin codes 16,372,+716 QoQ
Hyperlocal +53% YoY,+17% QoQ
Prime +2.7x YoY
Prime Large ARR ₹75cr,+170% YoY
47 dark stores live

[VISHAL GOYAL @10PointerEquity]

Guidance: FY27 AUM growth 40%+,credit cost -15%,RoAAUM 4.5–5%,RoE 19–21%

+ve: AUM growth,credit cost drop,AI underwriting,LAP scale

Monitor: GNPA,Stage 2,CoF decline,LAP breakeven

#KISSHT #Q1FY27

[VISHAL GOYAL @10PointerEquity]

ONEMI TECH/KISSHT: Q1FY27: Beat

AUM ₹8,001cr,+61% YoY,+13% QoQ
Disbursement ₹3,812cr,+37% YoY
Total income ₹677cr,+45% YoY
PPOP ₹256cr,+42% YoY
PAT ₹95cr,+59% YoY
RoAAUM 5.05%
RoE 21.2%
Credit cost 6.80% vs 8.85% YoY
GNPA/NNPA 2.25%/0.36%
LAP AUM ₹617cr

[VISHAL GOYAL @10PointerEquity]

INDOSTAR CAPITAL: Q1FY27: Recovery Building

AUM +6%YoY
Disbursement +44%YoY
VF disbursement+43%YoY
Micro LAP disb +85%YoY
NII +39%YoY
NIM 8.8%
GNPA/NNPA 4.84%/2.48%

Guidance:35% disb CAGR,PAT ₹450–500cr,Micro LAP AUM 2x

+ve:Disb growth,NIMs

Monitor:AUM,credit cost

#INDOSTAR

[VISHAL GOYAL @10PointerEquity]

STEELCAST: Q1FY27: Steady Compounder

Revenue +17% YoY
EBITDA +17% YoY
EBITDA margin 28.2%
PAT+19% YoY
PAT margin 19%

Guidance: FY27 growth 25%,30% volume growth,20% CAGR

+ve:Margins,export mix,price pass-through

Monitor:Growth,GET ramp,foundry execution

#STEELCAS #Q1FY27

[VISHAL GOYAL @10PointerEquity]

MTAR TECH: Q1FY27: Strong Beat

Revenue +136% YoY
EBITDA +200% YoY
EBITDA margin 23.5%
PAT+365% YoY
PAT margin 13.9%

Guidance:FY27 80% rev growth,EBITDA Margin 24%±100bps,capex ₹500cr

+ve: order book,clean energy

Monitor: execution pace,capex,fuel-cell ramp

#MTARTECH #Q1FY27

[VISHAL GOYAL @10PointerEquity]

Guidance: 9 stores in FY27, 4 more Chennai stores by Sep’26, 100 stores in TN by 2030

+ve: topline growth,SSSG,non-gold mix,Chennai expansion

Monitor: clean gross margin,opex,store productivity,working capital

#THANGAMAYIL #Q1FY27

[VISHAL GOYAL @10PointerEquity]

THANGAMAYIL JEWELLERY: Q1FY27: Growth Strong, Margin Watch

Revenue +71% YoY
Retail sales +67% YoY
PAT +77% YoY
EPS +86% YoY
SSSG +44.4% YoY
Non-gold sales +88% YoY
Non-gold mix 9.69%
Gross margin 9.81%
Inventory profit ₹31cr 🟠
Liquidity ₹389cr
2 Chennai stores opened

[Piyush Goyal @PiyushGoyal]

A historic double podium for Bharat!🥈🥉

With @Neeraj_Chopra1 winning Silver and Yash Vir Singh claiming Bronze, India has achieved its first-ever double podium finish in the Men’s Javelin Throw at the Commonwealth Games.

Congratulations to both champions on bringing glory to the nation.

#CWG2026

[M Trivedi | Equity Education @mehul_n_trivedi]

⚡ KAYNES vs SYRMA SGS:

The Hidden Battle Behind India's EMS Niche Boom..... The contrast is difficult to ignore.

📊 Revenue + Margin (FY26 / TTM)

🔹 𝗞𝗮𝘆𝗻𝗲𝘀 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆
• Revenue: ₹3,626 Cr
• EBITDA Margin: 15.8%

🔹 𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆
• Revenue: ₹4,857 Cr
• EBITDA Margin: 11.2%

📌 One is built for 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 + 𝗠𝗮𝗿𝗴𝗶𝗻 𝗟𝗲𝗱𝗲𝗿𝘀𝗵𝗶𝗽.
📌 The other is built for 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱 𝗣𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀.

🚀 𝗞𝗮𝘆𝗻𝗲𝘀 is targeting critical high-value spaces and aggressively expanding into the chip supply chain through its ₹3,307 Cr OSAT semiconductor packaging plant in Sanand, supported by an ₹8,366 Cr order book.

🛡️ 𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦 is expanding horizontally across consumer, automotive, and healthcare markets with a fast-improving working capital cycle, backed by a robust ₹6,770 Cr order book.

The difference is clear:
𝗞𝗮𝘆𝗻𝗲𝘀 = Vertical Integration + Semiconductor Bet
𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦 = Product Diversification + Execution Velocity

Both companies are direct beneficiaries of India's manufacturing push, But investors are backing two very different growth engines.

One wins through 𝗠𝗮𝗿𝗴𝗶𝗻 𝗟𝗲𝗱𝗲𝗿𝘀𝗵𝗶𝗽.
The other wins through 𝗕𝗮𝗹𝗮𝗻𝗰𝗲𝗱 𝗦𝗰𝗮𝗹𝗲.

🎯 The real question is:

Which business model creates more shareholder value over the next decade?

𝗞𝗮𝘆𝗻𝗲𝘀 or 𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦? 👀

🔖 Save this for future reference.

[VISHAL GOYAL @10PointerEquity]

GNG ELECTRONICS: Q1FY27: Beat

Revenue +32% YoY
Gross margin 24.65%,+329bps YoY
EBITDA margin 12.8%,+156bps YoY
PAT+56% YoY
PAT margin 7.0%

Guidance:FY27 revenue raised to ~30%,PAT margin expansion 75–100bps

+ve: Margin beat

Monitor: volume growth,opex leverage

#EBGNG #Q1FY27

[VISHAL GOYAL @10PointerEquity]

SMARTWORKS:Q1FY27:Strong

Revenue +44%YoY
Normalized EBITDA +74%YoY
EBITDA margin 19.6%
Normalized PAT ~3x YoY
Mature occupancy 92%
ROCE 21.5%
OCF/EBITDA 0.9x

Guidance: FY27 revenue 28–30%,EM 19–20%

+ve: enterprise mix

Monitor: occupancy ramp,OCF normalize

#SMARTWORKS #Q1FY27

[VISHAL GOYAL @10PointerEquity]

WAAREE ENERGIES: Q1FY27: Mixed

Revenue +79%YoY
Op EBITDA +44%YoY
EBITDA margin 18.2%
PAT+15%YoY
Module sales +89%YoY

Guidance: FY27 EBITDA ₹7,000–7,700cr

+ve:Record order book,retail scale,cell ramp,US IRA upside

Monitor: margin recovery,exports,IRA cash

#WAAREEENER #Q1FY27

[VISHAL GOYAL @10PointerEquity]

EFC(I): Q1FY27: Mixed

Revenue +29%YoY
PAT +52%YoY
Rental+26%YoY
Interior +19%YoY
Furniture +124%YoY
PBT+53%YoY

Guidance:FY27 18-20k seat add,D&B +40%,Furniture +50%,EM>30%

+ve: PAT growth,rental annuity,furniture scale-up

Monitor: D&B acceleration,WC intensity

#EFCIL #Q1FY27