๐ค๐จ๐๐๐๐ง๐ฌ ๐ฆ๐ง๐ข๐๐๐ฆ ๐๐ข๐ช๐ก ๐ฏ๐ฌโ๐ฑ๐ฑ% ๐๐ฅ๐ข๐ ๐ง๐๐๐๐ฅ ๐ฑ๐ฎ-๐ช๐๐๐ ๐๐๐๐๐ฆ!๐
Strong Businesses, But Massive Price Corrections
๐ Are These Deep Corrections Creating Fresh Opportunities?
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A Mega [Thread] ๐งต๐
1- NSDL
Good #Q1FY27-07/08/26 post 1-30pm till 4pm
Fine Organics
#FineOrg
Good Q1FY27
Decent QoQ and YoY uptick across all parameters
Rev at 694cr vs 588cr, Q4 at 625cr
Other income at 24cr vs 40cr, Q4 at 35cr
PBT at 185cr vs 135cr, Q4 at 625cr
PAT at 138cr vs 100cr, Q4 at 117cr
Titan Company
#Titan
Big margin expansion QoQ and YoY
EBITDA โซ 57% at 2564cr with OPM at 14.2% vs 11.2%
Rev at 21502cr vs 16628cr, Q4 at 27104cr
PBT at 2427cr vs 1480cr, Q4 at 1525cr
PAT at 1777cr vs 1091cr, Q4 at 1179cr
Hindalco Industries
#Hindalco
Good QoQ and YoY uptick across all parameters
Rev at 84825cr vs 64232cr, Q4 at 78133cr
PBT at 11692cr vs 5676cr, Q4 at 7622cr
PAT at 7013cr vs 4004cr, Q4 at 2597cr
Pokarna
#Pokarna
Good bounceback quarter
Rev at 189cr vs 171cr, Q4 at 147cr
PBT at 57cr vs 38cr, Q4 at 35cr
PAT at 43cr vs 28cr, Q4 at 26cr
Advait Energy Transition
#Advait
H2 heavy business, QoQ isn't comparable
Rev at 179cr vs 118cr, Q4 at 228cr
PBT at 21cr vs 13cr, Q4 at 27cr
PAT at 16cr vs 10cr, Q4 at 20cr
Imagicaaworld Entertainment
#Imagicaa
Rev at 177cr vs 148cr, Q4 at 92cr
PBT at 61cr vs 46cr, Q4 at 2cr
PAT at 58cr vs 44cr, Q4 at 0.7cr
Paras Defence
#Paras
Rev at 118cr vs 87cr, Q4 at 125cr
PBT at 29cr vs 21cr, Q4 at 35cr
PAT at 21cr vs 15cr, Q4 at 26cr
Simmonds Marshall
#Simmonds
Rev at 65cr vs 54cr, Q4 at 66cr
PBT at 5cr vs 2.2cr, Q4 at 6cr
Ultramarine Pigments
#Ultramarine
Good Q1FY27 with decent QoQ and YoY uptick across all parameters
Rev at 240cr vs 184cr, Q4 at 199cr
PBT at 42cr vs 27cr, Q4 at 20cr
PAT at 32cr vs 20cr, Q4 at 14cr
Bector Foods
#Bector
Decent Q1FY27
Rev at 549cr vs 472cr, Q4 at 486cr
PBT at 52cr vs 41cr, Q4 at 47cr
PAT at 39cr vs 30cr, Q4 at 35cr
State Bank of India
#SBIN
Healthy quarter
PPOP โซ 11.5%,
PBT and PAT up 16%
Asset quality good
GNPA and NNPA down QoQ and YoY
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