LP

Markets | Environment | Minimalism | When I am not reading up on stocks and markets, I am contemplating the purpose of life.

[🥑 @OracleOfTumul]

Out of nowhere, this popped up on my tymline. Enjoy Odisha’s dance form

[LP @FI_Nuance]

Some paper stocks are buzzing in trade today on the news of craft paper price hikes

[LP @FI_Nuance]

Paper stocks look like value buys but given the import pricing pressure and rise in input costs, is it a sector worth investing in? I'm deep diving into this sector and will be sharing my two cents soon.

[LP @FI_Nuance]

@ISachikant @Light6082 Wow! How much is this for?

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@shiladitya4u TARIL

[Ankit Prajapati @AnkitPrjpti]

Peshwa Wheat down 60% from IPO Price in 11 trading days.

Here is the list of all the frauds who sold their soul for 500Rs and trapped innocent retailers. 👇🧵

[LP @FI_Nuance]

#Kross FY27Q2 concall and presentation

"Tractor & Agri Segment: Demand remained consistent, supported by relatively low inventory levels of tractors in the market. Momentum expected to continue into Q3; contribution of this segment set to rise over the coming years."

Trailer axles volume growth: ~55–60% YoY in H1; ~50–55% YoY in Q2 😯

[LP @FI_Nuance]

#Kross has reported solid numbers; profits growing faster than revenue

Revenue ⏫️ 79.6% YOY
EBITDA ⏫️ 107.4% YOY
PAT ⏫️ 143.5% YOY

❗️Increasing debtor days and CCC indicates working capital stress. Whether the stress is because of aggressive growth or structural issues, remains to be seen

[LP @FI_Nuance]

Beginning of the end? Sugar stocks extend losses as a major source of revenue now stands shut.

[LP @FI_Nuance]

And again! On news of possible sugar imports suggesting domestic shortfall

[LP @FI_Nuance]

#Kross has reported solid numbers; profits growing faster than revenue

Revenue ⏫️ 79.6% YOY
EBITDA ⏫️ 107.4% YOY
PAT ⏫️ 143.5% YOY

❗️Increasing debtor days and CCC indicates working capital stress. Whether the stress is because of aggressive growth or structural issues, remains to be seen

[LP @FI_Nuance]

Price controls!!

[LP @FI_Nuance]

Big negative for #Ethanol stocks (sugar based)

▶️ GOI has directed OMCs to cut sugar diversion towards ethanol to ZERO for 2026/27 season.
▶️ OMCs have published a tender for procuring ethanol produced from corn, broken rice and surplus rice.

🚫 What's excluded? Sugar, sugarcane juice and B-heacvy molasses

[LP @FI_Nuance]

Some sugar stocks have reports positive EPS after a while. Worth looking into what's happening given that supply > demand this sugar season

[LP @FI_Nuance]

#JIO to surpass Hyundai to become India's biggest IPO yet!!

[LP @FI_Nuance]

Is this the peak?

[LP @FI_Nuance]

@johnarnold Booking was penalised in EU and MakeMyTrip in India by antitrust regulators for imposing price party obligations

[LP @FI_Nuance]

First half gave a decent opportunity to accumulate. Bought few shares of Piccadilly Agro. Reasons: UK FTA, premiumization, and strong domestic demand for single malt (generally) and Indri (specifically)

[LP @FI_Nuance]

@InvestWithJoshi If gold prices fall and volume goes up, revenue growth will still be the same, right? Since consumers' budget is more or less fixed.

IMO shift to studded is where retailers as well as B2B players will make money as the margins are relatively higher

[LP @FI_Nuance]

@manurishiguptha @shyamsek *DeMellier 🫣

[LP @FI_Nuance]

@manurishiguptha @shyamsek Could also be competition from new age luxury brands. For example, Polene and DeMillier in luxury handbags category

[LP @FI_Nuance]

@Normal_2610 Interesting product pipeline but why has promoter shareholding declined below 50%

[LP @FI_Nuance]

@zerodhamarkets I think primarily because lockdown led to increase in disposable income (commute expenses etc) which led to higher discretionary expenses 2022 onwards but that "extra" income available with consumers has declined; air fares have also gone up

[LP @FI_Nuance]

While Caratlane has again posted strong results, Titan's watch segment is turning out to be a dark horse: ⏫ 32% YOY! #Titan

[LP @FI_Nuance]

KDDL reports solid numbers, both standalone and consolidated

[LP @FI_Nuance]

While sugar stocks are up again today, sugar prices are already on downward trend

Source: Chinimandi

[LP @FI_Nuance]

And again! On news of possible sugar imports suggesting domestic shortfall