Shreemidhhi P

Research Head at PINC Wealth Management

CFA Level 3 candidate,

MBA Finance from Great Lakes Institute of Management,

Passionate about equity research

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27
19/8/2026

Couple of newly listed companies

Xtranet Technologies (#Xtranet)
Lohia Corp (#LCL)

Lohia Corp
#LCL
#LohiaCorp

Solid Q1FY27 with big YoY growth with almost 900bps margin expansion

Exponential growth YoY
Small downtick QoQ which is absolutely fine

[Shreemidhhi P @EarthToHustler]

Uflex
#Uflex

Full growth was led by price increase

Q1FY27 sales volume ⏫1.7% YoY and ⏫4% QoQ

[Shreemidhhi P @EarthToHustler]

Indo MIM Ltd
#IndoMIM

Recently listed company

Good Q1FY27 with solid margin expansion QoQ and YoY

Rev at 1219cr vs 1114cr⏫9% YoY
Q4 at 1048cr⏫16% QoQ

EBITDA at 406cr vs 327cr⏫24% YoY
Q4 at 200cr⏫103% QoQ

OPM at 33.4% vs 29.4%⏫404bps YoY
Q4 at 19.1%⏫1422bps QoQ

[Shreemidhhi P @EarthToHustler]

Inv PPT and press release:

IPCA Labs
Susan Electricals
Kingfa Science and Technology

IPCA Labs
#IPCA
#IPCALabs

Concall pointers:
Increases both revenue and EBITDA margins guidance for FY27 after a very strong Q1FY27

Raises revenue guidance from 12-13% to 14-16% and might

[Shreemidhhi P @EarthToHustler]

Press release and PPT:

Kwality Walls
Turtlemint Fintech

Kwality Walls
#KWIL

Good Q1FY27 with 33% EBITDA growth

EBITDA at 105cr

166bps margin expansion
15% volume growth
16.5% organic sales growth

Gross margin improved to 45.6%

Turtlemint Fintech Solutions

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27 -14/8/26 post 9pm

Kingfa Science and Technology
#Kingfa
#KingfaScience
Blockbuster Q1FY27 with big QoQ and YoY uptick across all parameters
Highest ever set
Solid margin expansion QoQ and YoY
Rev at 689cr vs 462cr, Q4 at 578cr
EBITDA at 111cr vs 58cr, Q4 is 81cr

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27-14/8/26 post 5-30pm till 9pm

Kwality Walls
#KwalityWalls
#KWIL
Good Q1FY27 wirh 33% EBITDA growth
Rev at 880cr vs 757cr, Q4 at 475cr
EBITDA at 104cr vs 77cr, Q4 at -78 r
PBT at 54cr vs 37cr, Q4 at -125cr

Afcom Holdings
#Afcom
Good Q1FY27 despite war ralted impact

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27-14/08/2026 till 5-30pm

Turtlemint Fintech
#Turtlemint
Healthy revenue growth
Platform premium at 1205cr⏫50%
Service EBITDA at 39cr⏫89%
Rev at 294cr vs 210cr⏫40%
Q1 is leaner, losses reduce by 10cr YoY

Susan Electricals
#Susan
Good Q1FY27
Seasonality with Q4

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27-13/08/26 post 2pm till 5pm

Honasa Consumer
#Honasa
#HonasaConsumer
Solid Q1FY27 with big QoQ and YoY uptick across all parameters
Highest ever set
OPM at 14.57% vs 7.6%
Rev at 756cr vs 595cr, Q4 at 657cr
EBITDA at 110cr vs 46cr
PBT at 119cr vs 55cr, Q4 at 82cr
PAT

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27-13/08/26 till 2pm

IPCA Labs
#IPCA
#IPCALabs
Good QoQ and YoY uptick across all parameters
Good Q1FY27with significant margin expansion QoQ and YoY
Rev at 2788cr vs 2308cr, Q4 at 2388cr
PBT at 572cr vs 330cr, Q4 at 380cr
PAT at 402cr vs 233cr, Q4 is 299cr

Kernex

[Shreemidhhi P @EarthToHustler]

Summary of good #Q1FY27
12/8/26

Many many names yesterday
One day list feels like one week list

#Q1FY27 has been an amazing quarter for so many companies

Blockbuster/Very Good:

Sudarshan Chemicals(250+ cr EBITDA for first time, margin expansion
EBITDA ⏫ 35% YoY, ⏫ 14%

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27-12/8/26 post 7pm till 10pm

Sudarshan Chemical Industries
#SudarshanChem
#SudarsChem
Good Q1FY27
Rev at 2642cr vs 2507cr, Q4 at 2790cr
EBITDA at 259cr vs 192cr
⏫35% YoY, ⏫ 14% QoQ
OPM at 9.8% vs 7.6%
PBT at 157cr vs 82cr, Q4 at 152cr
PAT at 103cr vs 55cr, Q4 at

[Shreemidhhi P @EarthToHustler]

Good #Q1FY27-12/08/26 post 5pm till 7pm

Arman Financial Services
#ArmanFin
Solid Q1FY27 with good QoQ and YoY uptick across all parameters
Good asset quality
Rev at 202cr vs 151cr, Q4 at 176cr
PBT at 57cr vs -11cr, Q34 at 42cr
PAT at 45cr vs -15cr, Q4 at 41cr
NNPA at 0.84%

KRN

[Svetlana Mellin🍀🔺NFT.NYC 24'25 @SvetlanaMellin]

On December 20, a new collection #CANnftclub starts on @walletbubbles 🫧💙

I'm glad about a few things:
🔵 to take part in the events of CANwood again,
🟠 to conquer a new for me but cool platform,
🟣 to take on another challenge to myself in creating art!

💙💙💙💙💙💙💙

#WIP

[Cardano YOD₳ @JaromirTesar]

There will be many great L2s in the #Cardano ecosystem soon.

💠Hydra
💠Midgard
💠Gummiworm
💠Hydrazoa
💠Leviathan
💠Sky
💠zkFold
💠Cosmex
💠Tiamat
💠Mynth

And there will be a Partner Chain Framework with Midnight as the first partner blockchain.

[CDJ @Donjuliozz]

Good Night Good Friends and Friends of Friends

Sleep well and be well 🔥

[Timothy Stebbing @tjstebbing]

I happened to walk past the server rack at the office after dark last night, and man is our hw raid pretty 🤣

[Shreemidhhi P @EarthToHustler]

I will give you a shoutout if you follow @poisonedunic0rn and RT this :)

[Shreemidhhi P @EarthToHustler]

Please go follow @poisonedunic0rn, her tweets are awesome and she follows back:)

[Shreemidhhi P @EarthToHustler]

Havent tweeted in ageees. So, who's going to see all time low next year? :')