Rushikesh Bhise, CFA

📉Stock picker & market enthusiast | Calisthenics over machines 🏋️ | I Novice pianist & aspiring composer 🎵 | Learning, lifting, and leveling up daily

[Rushikesh Bhise, CFA @RushiieKesh]

🌏From market moves to everyday patterns — I write about stock ideas, investing frameworks, and what
the world is quietly telling us.

Fresh insights, no fluff.

https://t.co/QBiCWqIncs

[Rushikesh Bhise, CFA @RushiieKesh]

@felixprehn AI

[Rushikesh Bhise, CFA @RushiieKesh]

A trend that has started emerging where biotech/R&D investors are focusing on China because it is often cheaper and faster to run clinical trials there compared to the U.S. and the U.S. is also contending with leadership and budget hurdles related to healthcare

[Rushikesh Bhise, CFA @RushiieKesh]

@telAdi76 @Manik_M_Jolly Her present could have added another angle to the plot. You never know.

[Rushikesh Bhise, CFA @RushiieKesh]

Land sale leading to cash inflow of ₹100 crore+ goes straight to debt reduction

[Rushikesh Bhise, CFA @RushiieKesh]

I studied Bodal Chemicals, India’s largest integrated dye & dye-intermediate manufacturer.
Historically 80% exposed to textiles, now diversified to agro & pharma:
✔ Dyestuff + Intermediates (~60–65%)
✔ Basic + Chlor-Alkali (~25%)
✔ Benzene-based specialty + TCCA (~5–10%)

[Rushikesh Bhise, CFA @RushiieKesh]

Key inputs like H‑Acid, Vinyl Sulphone Ester, and Beta Naphthol have seen prices double or more in past cycles due to shortages. Backward integrated across most of this chain benefitting from input prices spike, capture full spread.

[Rushikesh Bhise, CFA @RushiieKesh]

@ishmohit1 Only to enter a tricky, FY 27

[Rushikesh Bhise, CFA @RushiieKesh]

A quiet but important Q4 variable: Kerala.

A huge part of the state’s economy runs on Middle East remittances.
With the ongoing Middle East crisis, the commentary from Kerala-focused lenders could be very revealing.
Deposits. Consumption. Credit quality.
Let’s see what shows up

[Rushikesh Bhise, CFA @RushiieKesh]

@ca_mamnani Exactly!

[Rushikesh Bhise, CFA @RushiieKesh]

@ca_mamnani Correct
I guess their strategy is buying so much Deep value that even if the catalyst comes 2 years later, they end up making a decent CAGR. One of the guy from the firm happens to be my friend.

[Rushikesh Bhise, CFA @RushiieKesh]

@ca_mamnani Deep value bet I guess

[Ajay Joshi Chemicals @JoshiEien]

Vishnu Chemicals- AJC exclusive!

AJC understands chemicals better we live inside the value & supply chains.

Full report is out!

[Rushikesh Bhise, CFA @RushiieKesh]

@karimbitar @RymMomtaz Tried it myself!

[Rushikesh Bhise, CFA @RushiieKesh]

@ca_mamnani But thanks for sharing your thoughts
Really appreciate that!

[Rushikesh Bhise, CFA @RushiieKesh]

PAN companies- December quarter was the bottom as downstream demand for Paints is improving. Similar commentary around paints from IML Packaging Cos. Hopeful that volumes revive and supports the ancillary plays in Paints.

[Rushikesh Bhise, CFA @RushiieKesh]

@ca_mamnani Yes the pain could be for a longer time and there’s always a risk of value trap but the downside is limited and upside is quite good!

[Rushikesh Bhise, CFA @RushiieKesh]

@EquityInsightss It is still not clear whether the revenues are purely dependent on volumes, or they are purely dependent on the value. The commentary implies that it is purely dependent on the value, but I haven’t come across any direct claims regarding this. Can somebody please enlighten?

[Rushikesh Bhise, CFA @RushiieKesh]

question lies whether they can reach ~85k seats by the end of FY26. They could add 14k in 9M totalling ~74K.

[Rushikesh Bhise, CFA @RushiieKesh]

Interesting set of numbers from EFC (I) Ltd. Waiting for concall to know more about updates on Net debt, Commercial business updates. Leasing business has grown quite well thanks to price hikes by mainitaining a stablke occupancy.

[Rushikesh Bhise, CFA @RushiieKesh]

@ca_mamnani If promoter buying alone worked, stocks like Indoco Remedies—where promoters have been buying for years—would have already rerated. Markets reward earnings and cash flows, not intent.

[Rushikesh Bhise, CFA @RushiieKesh]

@ca_mamnani Promoter buying or buybacks are confidence signals, not mandatory proof of a turnaround. Promoters can believe in the business and still not buy due to personal or capital-allocation reasons, and companies may rightly prefer capex over buybacks in downcycles.