Mitesh Prajapati | CS | IPOs

CS | I decode companies beyond the numbers.
IPOs • SEBI • Corporate Law • Governance
DRHPs and corporate actions — decoded.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

I've always found the interesting part of a company story is somewhere in the fine print.

I'll write about IPOs, SEBI, corporate law, governance and disclosures.

No calls. No hype.

Facts first. Hype last.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@KommawarSwapnil Biyani-backed value fashion player competing with Zudio.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

HDFC Bank | Q2 FY27: Growth vs valuation

Net profit rose 5.8% YoY to ₹21,537 Cr, while operating profit before provisions grew 6.2% to ₹32,872 Cr.

At around 14.2× P/E and 1.87× P/B, valuation is below its 5-year historical medians.

The key question: can earnings growth and asset quality sustain a re-rating?

#hdfcbank

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@REDBOXINDIA HDFC Bank Q2: Revenue +8.8% YoY, profit +4.7% YoY. Asset quality improved slightly (GNPA 1.11%, NNPA 0.37%). Stable but modest growth.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@InvesysCapital SOX drop confirms AI pause, but FIIs are still selling India. Next week’s FPI data will show if any rotation starts.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

📊 Earnings Calendar | Week Ahead

Track key corporate earnings and stay prepared for potential market-moving events. #earnings

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@MarketScientist Nifty Smallcap 100 consolidating near 19,126 since mid-Sept. October close decides the next trend. Support 18900-19100 | Resistance 19600-19800 | Pivots 18800 & 20000.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@ThetaVegaCap Clean setup⏳

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@JakeraChoudhury Great numbers, brutal tape. Classic E2E. 🤡

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@REDBOXINDIA Profit more than doubled YoY with margin expansion. Solid numbers.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

Shoppers Stop | Q2 FY27: Turnaround gains traction.
Sales rose 9% YoY to ₹1,366 Cr, while operating profit grew 15% to ₹196 Cr.

Operating margin improved 81 bps to 14.4% YoY.

PAT turned positive at ₹3 Cr, versus a ₹20 Cr loss last year.

The improvement is encouraging, but sustained profitability remains key.

#shoppersstop

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@ThetaVegaCap Strong 35-40% AUM & 3-3.5% ROA targets. Gold loans key driver. Holding for breakout above 520.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@KommawarSwapnil 26 kg rice bags have crossed ₹2,200 in many places. Poor monsoon and lower yields are driving the rise, forcing more middle-class families toward ration rice.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@InvestorOfJAMMU Retail money is pouring into smallcap funds, but managers are putting much of it into largecaps instead—valuations look better there.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@WealthEnrich Solid advice. Daily FII noise is temporary — asset allocation and watching crude + US yields matter more. Bulls do return once the headwinds ease.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@REDBOXINDIA Another solid BFSI order for Dynacons — keeps strengthening their ~₹3,000 Cr order book.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@Rishikesh_ADX Biggest opportunities often hide in peak fear — solid reminder. Stay patient and focused.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@thechartist26 Mostly cash makes sense right now. Good that PCJ is working — debt-free status + bulk buying interest seems to be driving it. Still waiting for clearer setups elsewhere?

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@REDBOXINDIA Good step for passengers if it curbs sudden surge pricing during festivals. Details will matter—over-regulation risks fewer flights or higher base fares.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@ThetaVegaCap DMart tripled revenue and profit over five years, yet the stock returned near zero (actually down from its 2021 peak). Valuations mattered.

[Mitesh Prajapati | CS | IPOs @CSmitesh_]

@REDBOXINDIA Good progress on the India-US trade deal. With the first phase finalized, the focus now shifts to legal drafting that accounts for recent US tariff changes. This should help Indian exporters once complete.