Nikhill

AI Engineer || Interested in Equities

[Nikhill @bhindifry]

The biggest lesson I learned this year :

जिसकी नैया तैरती, बैठे सब उस संग ।
जो फँसता मझधार में लड़े अकेला जंग ॥

[Nikhill @bhindifry]

@samisosa1234 GC Hotels as well.

[Nikhill @bhindifry]

@Arghyadip99 Doing swing/positional now as well ?

[Nikhill @bhindifry]

@vatsalsonigara @sujeet15 @srir54 Management told in concall that at least 1 will be operational till q4 fy27 and induction till end of this calendar year. But given the management history of delays in narrow bodies, conservative buffer of 1 or 2 quarter delay should be expected ( even that is too good )

[Nikhill @bhindifry]

@ShivSha7 Why Patil commanding much better valuation than Adisoft when almost everything is better in this ? Any reason which we are missing ?

[Nikhill @bhindifry]

@Arghyadip99 Definitely some positive commentary going to come from alpha ideas meet. Been observing sacheerome closely, it surges first, news comes few days later.

[Nikhill @bhindifry]

@siddhartharao7 @Arghyadip99 Q line placed at much better position due to their In House production of the Analyzers which gives revenue visibility for next 8-9 years. They are focussing highly on R&D. multiple analyzers are in Pipeline for launch.

[Nikhill @bhindifry]

@Arghyadip99 Saw a tweet from someone who visited their new facility recently that it will take few more months to start commerical production.

[Nikhill @bhindifry]

@Arghyadip99 Have You Studied Adisoft ? How do u see them in comparision to this ?

[Nikhill @bhindifry]

@tsatwork @MayankKapur16 @vinayak_kh56506 I have few questions : CEO told 80% of the revenue from reagents is from closed architecture but they have only 450 Inhouse active clinical chemistry Analyzer. Few more will be of haemotology.. Here, 450× 3 lakh is around 13.5 crores. Maths doesnt add up. Any views?

[Nikhill @bhindifry]

Q-line BioMedical Notes :

i) Cumulative base of 16-17k analyzer since incpetion. InHouse Selectra Pro at 1550 out of 450 were active FY26. Activation of remaining 1100 ( training etc ) represents good zero CAC revenue upside in FY27.

ii) Reagent IP is 100% In House.
1/n

[Nikhill @bhindifry]

@vinayak_kh56506 @MayankKapur16 Only 1 thing which i have some reservations is that not all 16000-17000 analyzers are active. Its total till date they have installed from the date they started.

[Nikhill @bhindifry]

@Arghyadip99 Congratulations Sir. How many stocks in the PF ?

[Nikhill @bhindifry]

@Arghyadip99 Whats the time period of this performance ?

[Nikhill @bhindifry]

@TheeHungryNomad Have you studied Grand Continent Hotels, Brother ?

[Nikhill @bhindifry]

@TheeHungryNomad Have you studied Grand Continent Hotels or Chatha Foods ?

[Nikhill @bhindifry]

@TheeHungryNomad How does a stock come under your radar ? Like whats your process of filtering and then studying. Would love to know these answers from you.

[Nikhill @bhindifry]

@Arghyadip99 I felt things would have been alright if Sagar was not involved in attempt to eliminate MD. Here, sagar had 34% stake, was face of all the investor relations and he did try to eliminate MD. I dont see how things will improve till the time Sagar is there.

[Nikhill @bhindifry]

@es_din @disguisedtrader Pre Ipo Unlock on Monday thats why to not let it fall much.

[Nikhill @bhindifry]

@disguisedtrader Shree Ref

[Nikhill @bhindifry]

@Akash17971 Afcom
Reason : When their 4 boeing 777 will get inducted, revenue will grow exponentially. With one 777 Aircraft expect3d to bring 75 Cr per month, you can do the maths. Race is with the time when it gets inducted.