Aamir Bhat

Strong, quiet type. Very quiet, in fact.
Yes, I am stuck in a box. What of it?
Seeking new opportunities.

[Aamir Bhat @aamirMbhat]

@chetanmahur25 Haitong India Initiate Coverage on NorthernArc with TP-385 (implying 1.2x FY28 P/BV), 34% upside from CMP. "We initiate with Outperform rating and RI based TP of Rs385 implying 1.2x-FY28e and see current valuation as attractive entry point into a franchise"

[Aamir Bhat @aamirMbhat]

@Mr_Chartist Northern arc

[Aamir Bhat @aamirMbhat]

@Sandeep_Majj Great set of numbers for sure. One thing I'd like to understand. Operating cash flows have been negative and widening, from 713 crore in FY24 to 2309 crore in FY26. While I understand this is largely driven by loan book growth, how comfortable you are with this trend?

[Aamir Bhat @aamirMbhat]

@GainersStock Northern Arc

[Aamir Bhat @aamirMbhat]

@REDBOXINDIA With the tax increase, they are actually going to lose more, not less

[Aamir Bhat @aamirMbhat]

@bhash Build quality clearly sub-standard lag rahi hai. Panels ke beech visible gaps hain. Aur upar se yeh yellow/red switch, bilkul cheap aur out of place lag raha hai. Product may be good, but overall poor finishing

[Aamir Bhat @aamirMbhat]

@Sandeep_Majj Is gold still a good buy or overbought?

[Aamir Bhat @aamirMbhat]

@PulkitA30298377 True.. and restlessness is the whisper before the eruption 🚀

[Aamir Bhat @aamirMbhat]

@saumyakothari91 @vineetrjoshi @grok @varinder_bansal Yes, ICICI Securities and DAM Capital initiated coverage

[Aamir Bhat @aamirMbhat]

NORTHERN ARC: COMPANY TARGETS 2/3 AUM FROM DIRECT-TO-CUSTOMER SEGMENT IN 3 YEARS; AIMS ROA OF 3.7%-4% & ROE OF 16%-18% BACKED BY STRONG RETAIL ENGINE, TECH STACK, AND GRANULAR PORTFOLIO

[Aamir Bhat @aamirMbhat]

Some may call it a muted quarter, but I see it as another display of resilience. As always, their commentary stood out. Today’s concall wasn’t just confident, it was genuinely optimistic. CP: 244.50 #NorthArc #NorthernArc

[Aamir Bhat @aamirMbhat]

Northern Arc Capital : Despite sector challenges, the results are Okayish. Just heard the management's commentary—clear, confident and thorough, showing they know their stuff. Holding on firmly. #NorthernArc #NorthArc

[Aamir Bhat @aamirMbhat]

@Sandeep_Majj 💯

[Aamir Bhat @aamirMbhat]

@Tanmay_31_ @Papa_Indori @dhurtaadmi @MODIfiedASHISH Based on the management’s forward guidance for FY26,I estimate the fair value of the stock to be around 245. In your view, how much upside potential remains from current levels? Over the medium to long term,do u foresee a rerating, possibly towards a 2x–3x P/B. Thanks

[Aamir Bhat @aamirMbhat]

@chetanmahur25 @aditya942000 Who picked up the rest? Over Rs 440 crore worth shares changed hands today. Seller is 360 one opportunities fund

[Aamir Bhat @aamirMbhat]

@sankhadip_c @EquityInsightss Given the very low retail float, retail is unlikely to absorb such a large volume. The shares are more likely taken up by institutional/strategic investors.

[Aamir Bhat @aamirMbhat]

@EquityInsightss Who picked up the rest? Over Rs 360 crore worth of shares sold by 360 One.

[Aamir Bhat @aamirMbhat]

@BrightermindAIF Who picked up the rest? Over Rs 440 crore worth shares changed hands today. Seller is 360 one opportunities fund

[Aamir Bhat @aamirMbhat]

@shubh_labh_2026 @AskPerplexity Block deal worth 400 crores at an average price of 197.

[Aamir Bhat @aamirMbhat]

@mannu_511 @ETNOWlive @grok Citigroup