Prem

Nationalist Hindu. Respectful dialogue only. Hatred, racism & dehumanizing behavior will not be tolerated.

[Prem @PremStocks]

#Allcargo Logistics

My base case for Q2:

Revenue ₹580–620 cr (roughly +8% to +14% QoQ, +12% to +18% YoY)

EBITDA ₹78–90 crore if yields hold & peak costs do not eat the extra volume

PAT ₹18–28 cr

Q2 does not need to be spectacular. It needs to prove Q1 was not a one-off.

[Prem @PremStocks]

@shagrath257 I too expect the stock to trade above 2000. Before the result the stock was trading roughly 11x of FY 26 and after the Q1 result the stock is stuck at 6 to 8x of TTM. Let's see how Q2 performs and see what multiple market is willing to give 🤞

[Prem @PremStocks]

After a strong quarter by #uflex , management guidance for FY 27 and possible commissioning of Egypt plant and geopolitical tensions doesn't align properly.

Here are my number I would use for Q2

Revenue: ₹5,150 Cr
EBITDA: ₹750 Cr (~14.6% margin)
PAT: ₹190 Cr
EPS: ₹26

[Prem @PremStocks]

@MoneyMa85630190 @shagrath257 Even if they reduce, I don't think it will be enough because my guess is by the time debt reduced to 3x or lesser, they might start capex for packaging of electronic items. In a way it is good also but having debt in control on taking ROE higher than the hurdle rate will be good

[Prem @PremStocks]

@shagrath257 My FY 27 estimate is coming around 118 to 120 EPS. And if strait of Hormuz get its normal functioning back with lower oil price, I believe the raw material cost will come down faster than the price which should push the FY 27 EPS towards 140 to 180. Issue is management guidance

[Prem @PremStocks]

@abhijeet_dipke Who the fuck are you

[Prem @PremStocks]

@SamirKagalkar @HDFC_Bank Lol. Don't have words for you HDFC Bank. What a moron bank

[Prem @PremStocks]

@BJP4India You people have some shame left? Creating more and more laws in not required. Have guts to use the law.

[Prem @PremStocks]

Very strong Q1 result by #Uflex Limited

[Prem @PremStocks]

@IndianSinghh At any cost. If this secures our future generations a bit also, than it would worth paying any cost for the present generation.

[Prem @PremStocks]

IREDA Q1 EARNINGS

1. Net profit surged 37.1% YoY to Rs 339 crore, down 31.3% QoQ.
2. Revenue increased 15.5% YoY to Rs 2,249 crore.
3. Higher finance costs and provisions impacted sequential profits; asset quality remained stable.

[Prem @PremStocks]

SBI Funds Q1 Results: First post-listing earnings

• Standalone PAT rises 3% YoY to ₹873 cr
• QAAUM grows to ₹12.6T on strong equity inflows
• Retains status as India's largest asset manager

[Prem @PremStocks]

@FltLtAnoopVerma She not only used very abusing language for our PM but also dragged another head of state into it. A female disrespecting another female in public without a fear, is the worst thing we should allow. Normalization of abusive language for females and leaders is been attempted

[Prem @PremStocks]

@narendramodi Thanks you PM Ji. 🙏

[Prem @PremStocks]

@AMIT_GUJJU Even if they are students, they need to be punished. Police should break their legs . Enough of sympathy with students.

[Prem @PremStocks]

@dpradhanbjp There was no need to resign. You and @BJP4India took wrong step.

[Prem @PremStocks]

@AstroCounselKK Har Har Mahadev

[Prem @PremStocks]

@cecild84 The only person who makes some sense and has earned respect is Marco Rubio. There might be something which you might be missing at this point. Give it a second thought. Freebies are very bad long term. Some states in India have done it and now everyone has to pay the price

[Prem @PremStocks]

@elonmusk In short , space war is going to become a reality.

[Prem @PremStocks]

@HardeepSPuri @narendramodi Congratulations