RAJENDER PUNJANI

[Shreenidhi P @nid_rockz]

Pranav Construction
#Pranav
#PranavConstruction

Inv PPT:

Ongoing+Upcoming projects GDV pegged at almost 3800+cr across 38 projects
24-36 months handover
Healthy revenue visibility for next 3 years

Good Q1FY27 on P&L side:

Rev at 164cr⏫16%

EBITDA at 29cr⏫41%
OPM at 17.81%⏫318 bps

PBT at 18.5cr⏫43%

PAT at 14.4cr⏫46%
PAT margins at 8.75%⏫179 bps

Under construction:
Total GDV of 1657cr across 20 projects
1.65 mln sqft

4 more launches planned in H2FY27
714cr GDV

18 planned launches for FY28
2.01 mln sqft
GDV pegged at 2127cr

Added 2 new redevelopment projects during Q1FY27

Asset light

Pure play redevelopment player
Timely completion
Strong track record of execution

2050+ units supplied
38 total projects

As of Q1FY27,
29 Completed projects worth 1.47 mln sqft

20 under construction worth 1.66 mln sqft

18 upcoming projects worth 2.01 mln sqft

11% mkt share in Malad micro market
9% mkt share in Santa Cruz micro market

Q1FY27:
Pre sales down at 90cr vs 109cr
Future pre sales to be driven by new launches

Avg realizations ⏫6.3% YoY at 39521/sqft vs 37187/sqft

Collections at 94cr⏫26%

5 new projects planned to be launched in H2FY27
Expects robust pre sales number for H2FY27

Last 3 years:

Rev:
FY24 448cr
FY25 636cr
FY26 762cr

EBITDA:
FY24 58cr at 12.8%
FY25 96cr at 15.2%
FY26 129cr vs 16.8%

PAT:
FY24 40cr
FY25 62cr
FY26 71cr

RoE 34%
RoCE 24%

D/E at 1.08x

[Shreenidhi P @nid_rockz]

OnEMI Technology Solutions
#Kissht

Good #Q2FY27 update with solid AUM uptick QoQ and YoY

Registered user base at 79.54 mln⏫33%

AUM ⏫ 68% at 9317cr
⏫16.4% QoQ which is an amazing uptick

Overall disbursements at 4612cr vs 2963cr

[Shreenidhi P @nid_rockz]

3/10/26
#Q2FY27

Hindusthan Insulators and Industries
#HIIL

First company to declare Q2FY27

Solid Q2FY27 and H1FY27
Bumper #Q2FY27

Big QoQ and YoY uptick across all parameters

Rev at 171cr vs 69cr
Q1 at 115cr

PBT at 74cr vs 4cr
Q1 at 42cr
80%+ QoQ growth

PAT at 55cr vs loss
Q1 at 37cr

OCF at 71cr vs 5cr

#Good #Q2FY27 update:

Sedemac Mechatronics
Kissht(OnEMI Technology Solutions )
Ujjivan Small Finance Bank
L&T Finance
DMart
MOIL
Bank of India
Jammu Kashmir Bank
Bank of Baroda
Vedanta Aluminium
Vedanta Power

[Shreenidhi P @nid_rockz]

Continued

3/10/26:

Banks and NBFCs continue to deliver healthy growth QoQ and YoY

Solid advances, deposits and business growth
20%+ growth for most of them including PSUs

MFIs continue to see solid disbursements and AUM uptick with good asset quality

#Kissht and #SGFin are the standout performers till now from this segment

Good #Q2FY27 update:
Post 6pm

Karnataka Bank
Bajaj Finance
Bajaj Housing Finance
AU Small Finance Bank

[Shreenidhi P @nid_rockz]

Manipal Payment and Identity Solutions
#MPIManipal

Inv PPT:

Increasing opportunity size in all segments
Increasing exports
Geographical diversification

Q1FY27:
Rev at 419cr⏫48% YoY
⏫23% QoQ

EBITDA at 124cr⏫44% YoY
⏫32% QoQ

OPM at 30%

PAT at 78cr⏫129% YoY
⏫37% QoQ

International business at 15.3% vs 3.9% of revenues

Core business compounding :
Govt ID and kiosk programs

International business scaling up:
5 regions
APAC,ME,Africa,UK&Europe,Americas
Nigeria bureau fully operational and certified

Emerging engines scaling up:
Growing at 2.3x
Metal card portfolio expanding with 10+ varaunta across top issuers
Tax stamps win adds multi year Long term revenue

Q1FY27 had 7.7cr incremental costs as seeding and development costs for new initiatives

FY23���FY26: strong growth, rising profitability and high returns with zero leverage

Opportunity size:

Identity Solutions: 1 Bn+ national ID cards delivered – taking the India model to emerging markets

International business: from ~1% of revenue in FY23 to 15.3% in Q1 FY27

Metal Cards: patented, Make-in-India premium cards – supplying all top-4 Indian issuers and exporting globally

Tax stamps: 30–35 Bn excise labels a year, ready to scale beyond India

RFID & IoT: item-level tagging for global retail majors, in a ~₹2.8 lakh cr global market by FY30

[Shreenidhi P @nid_rockz]

Steel Strips and Wheels
#SteelStrips
#SSWL

MoM momentum in #Q2FY27

Won't be surprised if SSWL posts 85-90cr PAT in Q2FY27 looking at last 3 months sales data

As margins are much better now with product mix in Q2FY27

Exports ⏫ 154% in Sept
Better margins here

July sales at 571cr⏫51%
Aug sales at 593cr⏫54%
Sept sales at 626cr⏫52%

22% volume growth

[Shreenidhi P @nid_rockz]

Elevate Campuses
#Elevate
#ElevateCampuses

SBI MF increased stake to 7.18% vs 5%

Added 36.74 lakh shares which is 2.18%

Total 1.21cr shares held after latest addition

[Shreenidhi P @nid_rockz]

Good #Q2FY27 updates:

Good start to quarterly updates!for Q2FY27

Steel Strips and Wheels
SG Finserve
Lloyds Metal and Energy
TVS Motors
Tamilnad Mercantile Bank
Tata Motors CV
Force Motors
VST Tillers
Hero Motocorp
CSL Finance
Maruti Suzuki
HUDCO
Dhanlaxmi Bank
Karnataka Bank
JTL Defence
Ashok Leyland
Eicher motors

Decent:
Capital SFB
M&M
Hyundai Motors
Coal India
Bansal Wires
TMPV
APL Apollo Pipes
SML Mahindra
Canara Bank

Bad:
Escorts
Bajaj Auto-supply chain disruption

[Shreenidhi P @nid_rockz]

Pranav Construction
#Pranav
#PranavConstruction

Good Q1FY27 with healthy YoY uptick and good margin expansion YoY

Company has good pipeline of ongoing projects which are scheduled to be delivered in next 24-30 months (waiting for PPT for more details)

QoQ can't be compared for real estate companies as they are lumpy in nature

Rev at 164cr vs 142cr⏫16%

EBITDA at 29cr vs 20.7cr⏫44%

PBT at 18.5cr vs 12.8cr⏫42%

PAT at 14.4cr vs 9.8cr⏫46%

Waiting for inv PPT for more details on:
Q1FY27 pre sales
FY27 pre sales trajectory if any
Pipeline of upcoming and ongoing projects and delivery schedule

[Shreenidhi P @nid_rockz]

Manipal Payment and Identity Solutions
#MPIManipal
#ManipalPayment

Press release:

Interesting developments wrt capex and exports uptick

Solid Q1FY27 with good QoQ and YoY uptick across all parameters

Rev⏫48% at 419cr
Strong performance across domestic and international

Growing exports traction
Exports stood at 15.3% of rev vs 3.9%

EBITDA at 124cr⏫44% with 30% OPM
Higher contribution from premium,tech driven and value added offerings

PAT at 78cr⏫129%
PAT margins at 18.3% vs 11.6%

Some upfront costs due to new geographical foray and infrastructure
Rev Will start reflecting from these going forward

238cr Capex
5-6x asset turns

Scaled smart tagging, RFID and ioT capabilities

[Shreenidhi P @nid_rockz]

#Q2FY27 updates:

V2 Retail and VMart are not exactly comparable YoY as Navratri falls after Q2 vs during Q2 for last year
This year Q3 should be very big due to Navratri and Deepavali both falling in Q3 which is anyways the best quarter for these companies

2/10/26:
Sambhv Steel Tubes
V2 Retail
VMart
Equitas SFB

Post 4pm
1/10/2026

Good:
Purple United Sales
Bharat Coking Coal
South Indian Bank
Atul Auto
Union Bank
Indian Bank
CSB Bank
Punjab and Sind Bank
ESAF SFB
UCO Bank

Decent:
Adani Ports

[Shreenidhi P @nid_rockz]

Knack Packaging
#KnackPackaging
#Knack

Significant international order

150cr/annum
3 years
60 million bags per annum

Big capacity addition coming from FY28

[Paryan Sharma @Paryan_Sharma]

Update on Recently Listed Augmont Enterprises Ltd

The Company has been empanelled by NSE Ltd as a key partner for Promotion of Electronic Gold Receipts (EGR)

Augmont will help NSE convert physical gold into EGRs and vice a versa. They will provide technical & on-ground support for EGR Product Development

Seems like a Good Development

[Share Buyback Updates @share_buyback]

TCI BUYBACK ALERT

TCI Ltd’s Board Meeting is TODAY to consider a share buyback! 👀

Last buyback summary (2024) :
🔹 Buyback Price: ₹1,200
🔹 Buyback Size: ₹160 Cr
🔹 Route: Tender Offer

Will TCI announce another buyback via Tender route today ? 🔥

What are your expectations? 👇

#TCI #TransportCorporationOfIndia #Buyback #ShareBuyback #Stocks

[Share Buyback Updates @share_buyback]

Transport Corporation of India Ltd : In today board meeting, the company announced the following terms and conditions of the share buyback.

Apart from share buyback, company approved setting up a wholly owned subsidiary in China with an investment commitment of up to $2 Million.

Follow us for tracking all updates related to Share buyback - https://t.co/i9wLIb5KlU

#buyback #sharebuyback #nifty #banknifty

[Shreenidhi P @nid_rockz]

Deepa Jewellers
#Deepa
#DeepaJewellers

Decent Q1FY27 with 35%+ rev and EBITDA growth

Not comparable QoQ as it is heavily dependent on wedding season due to their products

Rev at 431cr vs 310cr⏫39%

EBITDA at 39cr⏫35%

PBT at 36cr vs 28cr
PAT at 26.7cr vs 21cr

[Shreenidhi P @nid_rockz]

Rays of Belief
#MomsBelief

Good Q1FY27 with almost 10x EBITDA growth YoY with good margin expansion

Rev at 25cr vs 11cr
Q4 at 25cr

EBITDA at 5cr vs 0.5cr
Q4 at 4.8cr⏫6% QoQ

PBT at 3.8cr vs loss
Q4 at 3.4cr

PAT at 2.8cr vs -0.5cr
Q4 at 2.4cr

[Shreenidhi P @nid_rockz]

Prasol Chemicals
#PrasolChem
#Prasol
#PrasolChemicals

Blockbuster Q1FY27 with big margin expansion QoQ and YoY

Big QoQ and YoY uptick across all parameters

Concall at 11am tomorrow

Rev at 434cr vs 320cr
Q4 at 335cr

EBITDA at 92cr vs 42cr
Q4 at 34cr

PBT at 84cr vs 33cr
Q4 at 27cr

PAT at 61cr vs 24cr
Q4 at 20cr

[Shreenidhi P @nid_rockz]

Prasol Chemicals
#PrasolChem
#Prasol

Inv PPT:

Record Q1FY27 on all fronts with big margin expansion QoQ and YoY

Strong guidance for FY27 with 75%+ EBITDA growth guided for FY27

Rev at 437cr⏫36%

EBITDA at 90cr⏫122%
OPM at 20.8%

PAT at 61cr⏫151%

Higher price realizations helped EBITDA by additional 25cr
Normalising and adjusting for realizations benefits, EBITDA would have been 65cr vs 40cr⏫62%

FY27 Guidance:

Rev growth of 34%+
EBITDA growth of 78%+ assuming no benefits of price increases

1550-1650cr rev vs 1233cr
240-250cr EBITDA for FY27 vs 140cr in FY26

Targetting 2800-3000cr rev over next 5 years

Big margin expansion QoQ and YoY
Higher realizations
Good volume growth
Better product mix
Improved utilization at Mahad facility

Capex:
To come up in 2 phases
1st phase for exisiting products:
250-300cr capex
500-550cr peak revenue over next 2 years

2nd phase:
250-300cr for new products
Higher margins
H2FY28

Demand across acetone based and phosphorus based products remain healthy

Developing more than 40 new products at various stages

Mahad had best ever quarterly performance with improved utilization

Structural margin uptick for last 4 years and 20%+ OPM for Q1FY27

[Shreenidhi P @nid_rockz]

Prasol Chemicals
#Prasol
#PrasolChem

#Q1FY27 Concall highlights:

FY27 Guidance:

1550-1650cr revenue (35% growth)
240-250cr EBITDA (75%+ growth)

Debt is very small
Repaid 60cr from IPO proceeds
Which should reflect in H2FY27
Directly adds 4-5cr to bottomline

Capex in 2 phases
1st phase:
250-300cr
Existing products
550cr incremental revenue potential

2nd phase:
250-300cr
Speciality and high margin products
H2FY28

Aiming to do 2850-3000cr in next 4-5 years on topline

Capacity to move to 15800 MTPA vs 60,000 MTPA after both phases get commisioned

Exports 27% of rev
Some disruptions due to war
Domestic demand is holding up firm

D/E at 0.19x
Debt free after IPO

Strong internal accruals will take care of majority of capex funds

Wc days stable between 60-70 days

40 new products under various stages of development
Big potential in speciality pipeline of products
Import substitute

Demand for acetone derivatives are steady and strong
Holds 60-70% market share is select high margin products

Core margins to continue at 16-18%
20.7% Q1 margins due to 25cr increase due to price benefits
Guidance for FY27 assumes no inventory gains with normalized 16-18% OPM