TheForensicLens

Strictly from official BSE/NSE filings/Concalls| Independent Researcher| Not SEBI registered| No buy/sell recommendation. DYOR

[TheForensicLens @TheMinimalistJD]

I observed that plenty of 'Feel Good' Info available everywhere about a company. I'm trying to shed light on 'Different' Points, taken from Concalls and Offical NSE/BSE filings. These points are useful in decision making. The sole purpose is to aware people, nothing else.

[RedboxGlobal India @REDBOXINDIA]

APOLLO MICRO SYSTEMS: CO TO ACQUIRE 41.33% STAKE IN PREMIER EXPLOSIVES FOR ₹1,550 CR

[TheForensicLens @TheMinimalistJD]

@MithunSarkari Can't dm you. If possible, pls allow...

[TheForensicLens @TheMinimalistJD]

@Abhi4Research Instead of selling, I bought yesterday...

[TheForensicLens @TheMinimalistJD]

Good for Premier Explosives...👍

[RedboxGlobal India @REDBOXINDIA]

APOLLO MICRO SYSTEMS IS REPORTEDLY SET TO ACQUIRE PREMIER EXPLOSIVES IN A ₹2,300–2,500 CRORE DEAL, CREATING A STRONGER INTEGRATED DEFENCE MANUFACTURING PLAYER PENDING OFFICIAL CONFIRMATION. - ET

[TheForensicLens @TheMinimalistJD]

📌 Sources: Official Exchange Filings & Concall Transcripts. Disclaimer: Shared purely for educational purposes and retail awareness. No buy, sell, or hold recommendations are implied. Not a SEBI-registered RA/IA

[TheForensicLens @TheMinimalistJD]

🔎 #Premi.... Explo...
Export License Cancellation Susceptibility: The sudden cancellation of the ₹. 18.9cr export order due to government license denials highlights that their ₹. 847 cr export backlog is constantly exposed to regulatory risk.

[TheForensicLens @TheMinimalistJD]

🔍Profitability Distortion: Panning consolidated earnings through nonrecurring supplier discounts rather than core mfg processes. If raw material shipments stabilize and vendor penalties cease, NPM will drop significantly unless offset by core execution scaling.

[TheForensicLens @TheMinimalistJD]

@Abhi4Research Holding CG Power

[TheForensicLens @TheMinimalistJD]

@MithunSarkari Gala Precision
Honasa Consumer

[TheForensicLens @TheMinimalistJD]

@GingerInvest44 Exited last week. I've posted about it today itself...

[TheForensicLens @TheMinimalistJD]

Sources: Official Exchange Filings & Concall Transcripts. Disclaimer: Shared purely for educational purposes and retail awareness. No buy, sell, or hold recommendations are implied. Not a SEBI-registered RA/IA

[TheForensicLens @TheMinimalistJD]

#Tex-Maco
Alarming Rs 700Cr P&L Bypass. Set aside a massive
contingency provision but routed it directly through Free Reserves on the balance sheet rather than the P&L.

[TheForensicLens @TheMinimalistJD]

Had this provision been expensed standardly, reported annual net profit of Rs 194 Cr would have collapsed into a net loss of −INR 506 Cr.

[TheForensicLens @TheMinimalistJD]

📌 Sources: Official Exchange Filings & Concall Transcripts. Disclaimer: Shared purely for educational purposes and retail awareness. No buy, sell, or hold recommendations are implied. Not a SEBI-registered RA/IA

[TheForensicLens @TheMinimalistJD]

#Trans-Rail-Light-Ing
INR 1, 200 CR Off-Balance Sheet Trade Acceptances. Net debt is suppressed to INR 274 CR, but the company carries a massive, unhighlighted liability of INR 1200 CR in trade acceptances. True economic debt > INR 1500 CR, eating up massive Operating Cash Flow

[TheForensicLens @TheMinimalistJD]

@Chart_Wallah108 Posted for the first time in my handle. If possible, please check. If there is any suggestion, please advise accordingly. Thank you!

[TheForensicLens @TheMinimalistJD]

@Chart_Wallah108 Sorry to post lately! I'm holding Premier Explosives. I've found some cautious notes after my research. Now, Apollo Micro is going to acquire it. Should I hold because of the acquisition or trim/exit because of the research points?

[TheForensicLens @TheMinimalistJD]

@stocksbyrishabh Holding CG POWER and Kaynes. Kaynes - since ipo...

[TheForensicLens @TheMinimalistJD]

@viralinfo4u Check my profile
In replies, you'll find about pace Digitek...