Vishal Kothari

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[Vishal Kothari @VMK100]

Abnormal Huge CAPEX

58 Companies with NOTICEABLE 📝 jump in Fixed Asset in FY21

Sandur I Olectra I Valiant Org I Nelcast I Akshar Chem I Kovai I Rossari I Agarwal Ind I VGuard I Tasty Bite I KIC I Rossell I Shivalik Ras I Rushil I KMC I SMS Pharma I Agro Tech etc.

[Vishal Kothari @VMK100]

@nik_oswal Excellent Bro !!! Keep up the great work. Heartiest Congratulations 👍

[Vishal Kothari @VMK100]

Integra Engineering India Ltd - Annual Report 2023

Noticeable developments undertaken during the year along with outlook shared by the company

#IntegraEng #AR23

(Just for Info, Not a recommendation)

[Vishal Kothari @VMK100]

Mishra Dhatu Nigam Ltd - Presentation

Very detailed & informative presentation shared by the #Midhani

Link - https://t.co/hPKTNxUhh4

Unique Products

(Just for Info)

[Vishal Kothari @VMK100]

62 Smallcap Companies

Substantial JUMP in Operating Profit YoY (Specially) and QoQ

➡️ Mcap 50 to 500 Crs

➡️ Q4 Op. PAT > 1

Due to low base effect, some companies will show huge jump in (%)

(Ex-Banks, NBFC, Q3 (Data not available))

(Just for Info, Not a recommendation)

[Vishal Kothari @VMK100]

What were the broad sentiments during Jan to Mar, 23 and what are the numbers actually coming is world apart

👉 Mcap = 500 to 25K

👉 Companies with more than 50% growth in Operating Profit (YoY)

👉 QoQ Operating Profit De-growth should not be more than 10%

(Ex-Banks & NBFC)

[Vishal Kothari @VMK100]

Q1 - Super stunning show by Indian Companies

Criteria

- Qtrly Op. PAT > 5 cr.

👉 QoQ 20% jump in Op. PAT

- Mcap < 20K

Particular for this qtr, QoQ growth (%) has been given more emphasize than YoY growth (%) due to lower base effect

FII coming back for a reason 💪💪💪

[Vishal Kothari @VMK100]

Part - 2

Companies with excellent QoQ & YoY jump in Operating Profit 👍

Deepak Ferti I Rain I JK Paper I FCL I Andhra Paper I MB Agro I GE Ship I Kuantum I Route I EasyTrip I Aditya Vision I Metro

Bar chart format of YoY comparison of last 4 quarters (in cr.)

(Just for Info)

[Vishal Kothari @VMK100]

@nid_rockz Yes, there are other companies also with good QoQ jump. But, due to Bar chart couldn't include all. Will include that in my master list, post result season is over.

[Vishal Kothari @VMK100]

12 companies with not only YoY but also QoQ jump in Operating Profit 👍

Bar chart of each companies containing YoY comparison of last 4 quarters (in crores)

Apar I GHCL I Apcotex I Moldtek Pack I SKF I Coromandel I Schaeffler I GMM I Maha Seamless etc.

#Earnings

[Vishal Kothari @VMK100]

@nik_oswal Thanks a ton 👍 my brother @nik_oswal

[Vishal Kothari @VMK100]

Important Points from Annual Reports 22

1⃣ Orient Bell
2⃣ Gujarat Ambuja Exports
3⃣ Rossell India
4⃣ Disa India
5⃣ Kirloskar Pneumatic
6⃣ GRP
7⃣ Jasch Ind
8⃣ Paushak
9⃣ Sudarshan Chem
🔟 Sahyadri Ind
and Borosil Renewable

#AGM #AR22 #AnnualReports #Expansion #Capex #Smallcaps

[Vishal Kothari @VMK100]

Noticeable comps with Sizable ongoing expansion (CWIP) Vs Property Plant & Equip (PPE)

Amal I Enkei Wheel I Navin Fluo I BCL Ind I Ester Ind I Deepak Ferti I Boro Renew I Kingfa I La Opala I Laxmi Org I Ganesha Eco I Gujarat Alk I Supreme Petro I Tasty Bite I Sahyadri Ind I DMCC

[Vishal Kothari @VMK100]

@Investor_Mohit Thank you @Investor_Mohit Ji for regularly appreciating 👍 Your updates are always helpful brother 👍

[Vishal Kothari @VMK100]

54 companies reported SHARP jump (40%) in Property Plant and Equipment in FY22

Rising Interest rates & inflations are short to mid term phenomena

while, increasing capacity is long term phenomena

Duration may differ but direction may not in CAPEX stories

# Earning Traction

[Vishal Kothari @VMK100]

@Rishikesh_ADX Thank you very much @ash_lodha ji and @Rishikesh_ADX ji for covering screener for qtrly results on you tube 👍 increase in debtor days and inventory days (compared to last year) are analysed for each company after basic filter screening is done. @screener_in saves a lot of time

[Vishal Kothari @VMK100]

@_devesh_ Removed only those companies with sizeable increase in Receivables Days compared with last year.

Increase in Debtors is understood but, Sizeable increase in Debtor Days is not comfortable (IMHO)

[Vishal Kothari @VMK100]

Even in such a tough qtr, 120 companies showed more than 50% YoY growth in Operating Profit in Q4

👉 Not only YoY, but they have shown QoQ growth also

👉 Have filtered out some companies with Cash flows getting affected (Debtors & Inventory)

👉 D/E < 1.5, ICR > 2, Mcap > 100

[Vishal Kothari @VMK100]

@nid_rockz Thanks a lot @nid_rockz 🤝 Honestly speaking, you are the only one who really amazed me by your "CONSISTANT HARDWORK" on quarterly pattern by giving updates on results + concalls + presentations 👍

[Vishal Kothari @VMK100]

@nik_oswal Excellent track record of Good calls + timely updates of concalls makes your members / followers very well informed in the market.

Hardwork speaks @nik_oswal @MrRChaudhary 👍 keep it up guys

All the best for New Batch. I am sure, you will get excellent response

[Vishal Kothari @VMK100]

@nik_oswal @MrRChaudhary Heartiest Congratulation Nikhil & Raghav !!! My Best Wishes .. Keep Growing 👍