#purpleunited
Very good concall.
Currently 86 stores and going to 100 stores by fy26 and 200 stores by fy27.
Retail channel contribution 40% H1 and 50% for full year.
Total revenue guidance 170 cr for fy26 with H1:H2 split 35%:65%
50% for retail for full year means 85 cr and H1 was 25 cr.
So H2 will be 60 cr from retail channel which has the best margins.
It's becoming a bigger player pan India in kids fashion.
@vandit_jain1994 $SADHAV โ marine services with visibility
โ Order book ~3x FY25 sales
โ PSU + ONGC contracts at higher day rates
โ EBITDA margin 30%+
๐ Govt push on shipbuilding / repair = more work around MDL/CSL/ports
@sudheep8531 Solid print, no doubt ๐ but worth watching the plumbing: FY25 growth was funded by big jumps in receivables/inventory and debt, with negative operating cash flow. If H1 FY26 hasnโt cooled WC, EPS alone can mislead.
@drnstocks Promoters won't care about investors. They just dumped their huge stocks at LC. Staying away from such companies is a wise decision. Let it become a multibagger, no issues!!
@vaibhav1584@sudheep8531 The stock fell sharply to lower circuit (โน209) and stayed locked there.
Bulk deals show heavy supply from existing shareholders (mostly individuals like Kanav Gupta, Manoj Gupta, Anju Gupta, etc.) and absorption by multiple buyers (brokers, LLPs, investors).
@vaibhav1584@sudheep8531 It was surprising for me too and selling was massive. Institution level things happened at LC. Volumes were at an all time high. 25 lakhs share traded. Need to be cautious.