Value Investor AP

A motivated value investor set out to uncover undervalued hidden assets around the globe.

[Fundoo Professor @Sanjay__Bakshi]

This needs to be amplified. @suchetadalal @kayezad Veena, you are not the only one. My case involves @rblbank

[Parimal @Fintech03]

If elections were held on X, India would have a different Prime Minister every 3 months & every policy would be a historic landslide/a catastrophic failure depending on who trended that morning.

Time & again, Indian voters have humbled the "pundits" who rely on digital metrics. The Indian voter is notoriously tactical & deeply silent. They might consume global social media, but when they stand in front of the EVM, their decision-making matrix is based on hyper-local, material realities:

- Did the tap water actually arrive under the Jal Jeevan Mission?
- Is the local highway boosting my shop's footfall?
- How much am I paying for gas vs. how secure do I feel in my city?

When the election results drop, these foreign-based analysts are left scratching their heads, writing long essays about unexpected outcomes, simply because they forgot that the millions of people who lined up in 45 degrees C heat to vote do not have an X premium account.

[Shashank Mattoo @MattooShashank]

Distress call from the Indian captain of MT Celestial in Oman

Their second officer Nishanth Uirthanathan died two days ago and his body has started to decompose

The crew is trying keep the body cool with just cold water while urging Indian govt help

[Value Investor AP @ValueInvestorAP]

@TheoryofEvery20 @soicfinance Yup! Hope the market realises it at some point!

[Value Investor AP @ValueInvestorAP]

Thank you @PadhegaIndia_ for sending the best quality of books!!

The service part, which was a tad bit weak until March, has improved nicely since then. No complaints!

Request for all- Please support our Indian service providers!!!

[Value Investor AP @ValueInvestorAP]

@readswithravi

[Value Investor AP @ValueInvestorAP]

Well put...!

Reminds me of - Man in the Arena quote by Theodore Roosevelt!!

[Sanjeev Sanyal @sanjeevsanyal]

"A civilization is rebuilt by builders, not by commentators. By those who believe that truth exists and is worth devoting oneself to."....

.... exactly, civilization cannot be sustained by those who can deconstruct everything but do not know how to construct anything

[Value Investor AP @ValueInvestorAP]

Worth going through this quarters concall....

[Equity Concall @Pkjat340]

Venkys (India) Ltd Concall Summary for Q4FY26

🔹 MANAGEMENT COMMENTARY
• Q4 performance improved substantially
• Diversified business profile strengthened
• Oilseed and AHP contribution increased
• Management tone remained confident
• Capacity utilization remained key focus
• Natural-solution distribution expanded steadily

🔹 FUTURE OUTLOOK
• Growth guidance remained 7–8%
• Layer chick sales targeted above 5 crore
• AHP margins guided above 22%
• Oilseed outlook remained stable
• Q1 and Q2 visibility remained healthy

🔹 INDUSTRY TRENDS
• Poultry demand remained very strong
• Poultry dominated non-veg consumption
• Corn and soya prices stayed volatile
• Ethanol policy impacted raw materials
• El Niño risks remained monitorable
• Global prices stayed lower domestically

🔹 COMPETITIVE POSITIONING
• Diversified model remained key strength
• Existing players dominated expansion
• Infrastructure created entry barriers
• Natural solutions improved differentiation
• Integrated model strengthened competitiveness

🔹 RISKS & CONCERNS
• Raw-material volatility remained major risk
• Summer heat impacts productivity
• Viruses occasionally impacted operations
• CCI investigation remained monitorable
• Seasonal weakness expected in Q1

🔹 GROWTH DRIVERS
• Therapeutic unit commissioned successfully
• AHP expansion gaining momentum
• Oilseed outside-group sales increasing
• Capacity utilization improving steadily
• Internal-efficiency focus remained strong
• Natural products gaining traction

🔹 PRODUCT & BUSINESS TRENDS
• Diversification reducing poultry dependence
• AHP margins improved sharply
• Higher-margin therapeutics gaining share
• Integration model remained dominant
• Premiumization focus strengthened gradually
• Outside-group oilseed sales expanding

🔹 FINANCIAL HIGHLIGHTS
• Broiler realization reached ₹102.67/kg
• DOC realization stood ₹51.32
• AHP EBIT margin reached 29%
• Oilseed EBIT margin reached 5.3%
• Receivables remained stable
• Available working capital stood ₹160 crore

🔹 SENTIMENT ANALYSIS
• Overall tone remained positive
• Confidence level stayed high
• Diversification strategy strengthened
• Margin outlook remained optimistic
• Agri-business positioning becoming stronger

🔹 KEY TAKEAWAYS
• Diversification improving earnings stability
• AHP emerging as major growth driver
• Oilseed utilization improving steadily
• Raw-material volatility remains key risk
• Strong balance sheet supports growth
• Natural products improving margins

#Venkysindia #Q4Results

[Value Investor AP @ValueInvestorAP]

So well said !

[Reads with Ravi @readswithravi]

“Everyone wants to be a beast. Everyone wants to be the best. But very few people are willing to do what it actually takes. Because what it takes is boring.

It is waking up at 4:00 AM. It is shooting the same shot a thousand times. It is watching the film when you are tired. People fall in love with the result, but they hate the process. You have to fall in love with the boredom. You have to fall in love with the repetition.

If you can find joy in the mundane work that no one else sees, the lights will eventually shine on you.”

— Kobe Bryant

[The Khel India @TheKhelIndia]

THE GIRLS WENT TO WIN THE GOLD FOLKS! 🏅

- Defeated Multi Olympic Champion South Korea in the Semi Finals! ✅
- Defeated China at their home in the Finals! ✅

THIS IS HUGE & INCREDIBLE STUFF! 🔥🔥🔥

[Value Investor AP @ValueInvestorAP]

Anna Hazare during 2011 Anti Corruption fasting had said it apt -

It's easy to wake someone up who's sleeping. But it's impossible to the one who is doing an act of it.

सोए हुए को जगाया जा सकता है, मगर सोने का अभिनय करने वाले को नहीं

Difficult to wake u up! @sardesairajdeep

[Rajdeep Sardesai @sardesairajdeep]

A Qs for those living outside Tamil Nadu: would any other major state welcome as chief minister in today’s India someone whose full name is Chandrasekaran Joseph Vijay . What TN has shown today, may India do tomorrow: respect our unique multi-religious, multi-cultural diversity and give everyone a fair shot at their dreams. ⭐️👍

[Value Investor AP @ValueInvestorAP]

Please read this!

[Sai Deepak J @jsaideepak]

1. Just got off a call with @UnSubtleDesi. I couldn't be happier for her and both of us couldn't help but discuss the harrowing days of post poll violence in West Bengal in 2021. So I am going to share what happened five years ago just so ppl know what happened. #WestBengal2026.

[Value Investor AP @ValueInvestorAP]

@unseenvalue @Shazamzingzong Totally!

[Value Investor AP @ValueInvestorAP]

@unseenvalue Having lived in US & Canada for 10 years can't emphasize more that no matter how good the infrastructure outside India is...it's still a different feeling to be back to my motherland... Probably some people like me love the chaos 😁

[Gita Press, Gorakhpur @GitaPress]

राम राम
गीताप्रेस अपनी पूरी क्षमता से कार्य कर रहा है
कृपया इसे अधिक से अधिक शेयर करें जिससे की लोगों को वास्तविकता का पता लगे

[Value Investor AP @ValueInvestorAP]

@BalakrishnanR Try @PadhegaIndia_

100% genuine books + lots of ongoing discounts!

[Value Investor AP @ValueInvestorAP]

@AI_Feb21 I am not pin pointing you specifically but lately seeing people abusing either him or the Relaxo mgmt just because mkt cap has fallen...we investors know better...we know how extremely difficult it is to build businesses especially in a cost conscious market like India..

[Value Investor AP @ValueInvestorAP]

Wonder what sadistic pleasure we get by abusing people!

It's very simple to quote WB & CM. Following some of their traits in daily life is extremely tough.

I'm sure I would have also committed such silly things of picking up on people in the past!!

[Prince | Accidental Investor 🇮🇳 @AI_Feb21]

Relaxo is down just 82% from its 'Coffee Can Investing' price !

C: Stock insights

[Value Investor AP @ValueInvestorAP]

@P_Sai_Kiran Indians are the best crisis managers!

[Value Investor AP @ValueInvestorAP]

@Gujju_Er Our benchmarks are certainly very low given that we are the 4th largest economy!