Vishal

Software Engineer
Investor
Cricketer 🏏

[Vishal @andhapaisaa]

@Glam_AngeI Thailand and Jamaica

[Vishal @andhapaisaa]

@EquityInsightss AZAD’s capex of 3x is complete. Orderbook of 11x TTM sales is waiting to be executed.

30-35% growth is an understatement.

💯 pe is normal in indian markets for high growth, unique companies with long run runway.

[Vishal @andhapaisaa]

#MILKYMIST deserves 💯 PE

[Citizen @Chandankr2018]

Let's understand from the start.
Both have to procure milk to make these VAPs.
Parag pays in advance to get the milk, whereas Milky Mist pays 7-8 days after delivery. Why?

[Vishal @andhapaisaa]

@AimInvestments Even without whey protein tailwinds, MILKYMIST will make around 200 cr PAT in FY27.

Can say from experience that this will continue to be another 💯 PE stock

[Vishal @andhapaisaa]

@AmitNayak160387 #ATHERENERG
#AZAD
#MILKYMIST

[Vishal @andhapaisaa]

@thebigbulldeals It will be another hated 100 PE high growth stock.

[Vishal @andhapaisaa]

@Akash17971 ALL TIME HIGH screen

[Vishal @andhapaisaa]

@velocitytrader7 QIP coming up. Institutions pausing their buying from open market

[Vishal @andhapaisaa]

@AnirbanManna10 Sell on finding some better opportunity

Or

Sell when thesis change.

I am ok to sell 20% from ATH. The ATH can be 100, 500, 50000 who knows

[Vishal @andhapaisaa]

@puba1983 Post result sell off was due to QIP leak news.

[Vishal @andhapaisaa]

@Stockwallah0123 Lower circuits because institutions knew about QIP.

[Vishal @andhapaisaa]

@InvestorOfJAMMU PPFAS will perform in a bull market where there is lot of liquidity, FII buying etc.

Need high growth stocks to make you money in sideways/bear market.

[Vishal @andhapaisaa]

@ArindamPramnk #MTARTECH is working for space, aerospace and data centre

[Vishal @andhapaisaa]

@BaluGorade You have not considered below:

Rent increment of 5% every year
Property price appreciation of 5%

[Vishal @andhapaisaa]

@samisosa1234 Do you think FY28 9000cr+ guidance for #Kaynes still holds ?

[Vishal @andhapaisaa]

@MithunSarkari Holding any stock growing below 25% in today’s market is a sin.

[Vishal @andhapaisaa]

@BaluGorade Applying and buying more on listing. This looks like another 💯 PE hated stock. Same story like DMART, LENSKART, ATHERENE

[Vishal @andhapaisaa]

All sellers will be satisfied tomorrow. Value investors will cry in a corner.

[myAlerts.in @myAlerts_in]

#CPPLUS
Aditya Infotech Ltd | Financial Result for the Quarter ended 30th Jun'26 (Consolidated, INR Million) | Disc: AI generated, please verify

[Vishal @andhapaisaa]

@CaVivekkhatri AZAD - stick with the best !!

[Aaditya Aanand @biased_human]

Milky Mist does not sell milk. Not even a single packet. They buy 400 million liters milk every year and convert all of it into paneer, cheese, curd and ice cream.

Milky Mist did not own the brand name. It was owned by the founder till last year who sold it to the company for ₹8 crore.

Biggest shareholder of Milky Mist is not the founder himself. It's his wife who holds 49.48%. Founder holds 39.38% only.

Milky Mist has 1317 permanent employees and their FY26 revenue was ₹3138 crore. That's more than ₹2.4 crore revenue per employee. Even IT companies or Jio can't beat this number.

They barely advertise. FY24 ad budget was ₹20.6 crore which is just 1% of their revenue. They have a different and unique style of marketing.

Milky Mist owns 41,459 refrigerators. They have given these to kirana stores. Whenever you visit a shop, you see their name. Free marketing.

ROE in FY26 was 32%. You will see this number, you will go crazy. But this is funded by debt. ROCE is only 11.73%. They have borrowed ₹1672 crore against equity of ₹463 crore. Debt to Equity is 3.61x.

100 days before the IPO opened today, Temasek acquired 5% of Milky Mist at roughly 10000 cr valuation. IPO is valued at the same price.