ConcallChronicles

Interested in reading con-calls and making decisions accordingly

[ConcallChronicles @concall_]

🧵 $NVDA just had its BIGGEST GTC ever.
Jensen Huang doubled his demand forecast to $1 TRILLION.
Stock popped 3.8% intraday, closed at $183.27 (+1.7%).
Here's everything that moved the stock — and what's coming next 👇

[ConcallChronicles @concall_]

Berkshire Hathaway agreed to buy Taylor Morrison at $72.50/share
— a 24% premium to the prior close.
First major deal under new Berkshire CEO Greg Abel.
A homebuilder buy when US housing affordability is near multi-decade lows.
Rate bet, or strategic move?

#USStocks #BerkshireHathaway

[ConcallChronicles @concall_]

People Inc. (Barry Diller) just put a $48.30/share all-cash offer on the table for MGM — a 24.1% premium to MGM's 30-day average price.
Deal is non-binding.
MGM's board hasn't responded.
At ~$18B total, is $48.30 the floor or the ceiling?

#USStocks #MGMResortsInternational

[ConcallChronicles @concall_]

Gland Pharma Q4 FY26:
PAT ₹366.7 crore, +96.6% YoY.
Revenue +22.3% to ₹1,742 crore.
EBITDA margin: 29% vs 24% a year ago.
The results dropped May 17.
The stock is still in price discovery at a 52W high.

#Glandpharma

[ConcallChronicles @concall_]

Cummins India Q4 FY26 PAT: ₹649 crore, +22.7% YoY. FY26 full-year revenue: ₹12,143 crore, +17%.
Strongest-ever annual performance.
Stock trades at ~65x P/E.
That's the price for perfection.
Every quarter needs to deliver.

#Cumminsindia

[ConcallChronicles @concall_]

HPE hits an all-time high of $44.75 — the day it reports Q2 FY26 earnings after close.
Consensus: EPS +39.5% YoY to $0.53, revenue +28% YoY to $9.77B.
AI networking (post-Juniper) is the thesis.
ATH on earnings day. The setup works until it doesn't.

#HPE

[ConcallChronicles @concall_]

Govt suspended cotton import duty for exactly 5 months: June 1–Oct 30, 2026.
Arvind Ltd hit a 52W high of ₹502 on a temporary policy call.
What will happens in November?

#ARVIND

[ConcallChronicles @concall_]

Indo Count Q4 FY26: revenue +3.4% YoY.
Not a big number.
The stock still hit a 52W high of ₹353.
Cotton import duty suspended June 1–Oct 30, 2026. Input cost relief on ₹1,057 crore revenue.
That flips the margin story.

#indocount

[ConcallChronicles @concall_]

DELL Q1 FY27: AI server revenue $16.1B.
That's +757% year-over-year in a single quarter.
EPS came in at $4.86 vs $2.88 consensus — a 67% beat.
FY27 revenue guidance raised to $165–169B.
The margin question: AI servers run thin.
Does scale offset it?

#Dell #USStocks

[ConcallChronicles @concall_]

First time an Indian company fully developed an original drug — discovery to FDA approval — without foreign partners.
ZAYNICH: 89% cure rate vs 68.4% for meropenem.
First-in-class superbug antibiotic, built in India.

#WOCKPHARMA

[ConcallChronicles @concall_]

Salesforce Q1: EPS $3.88 vs est $2.96, a 31% beat. Revenue $11.13B.
Record quarter. Stock down 32% YTD at ~$183. Consensus target: $255.
Agentforce ARR hit $1.2B, up 205% YoY.
The AI fear is priced in.
Is the punishment too steep?
What is your thought?

#Salesforce #USStocks

[ConcallChronicles @concall_]

Granules India Q4: revenue +23% to Rs 1,470 cr.
PAT +33% to Rs 201 cr.
FY26 full-year revenue also up 20%.
Stock near 52W high of Rs 800.
Pharma API and US generics give it cross-border revenue exposure.
#GranulesIndia

[ConcallChronicles @concall_]

Navin Fluorine Q4: PAT up 124%.
Revenue +34% to Rs 938 cr.
EBITDA +80%. 6 straight quarters of growth.
Few outside specialty chem circles noticed.
Geojit target: Rs 8,500.
Stock at Rs 7,129, off 52W high of Rs 7,525.

#NavinFluorine

[ConcallChronicles @concall_]

HP Inc Q2 FY26: EPS $0.86 vs estimate $0.72, a 19% beat.
Revenue $14.4B, +9% YoY.
TD Cowen, UBS, JPMorgan, Citi all raised targets on May 28.
FY EPS guidance updated to $2.90–$3.10.
PCs are boring.
Four target raises in one day are not.
#USStocks #HP

[ConcallChronicles @concall_]

BSE Ltd:
13 straight profitable quarters.
Q4 revenue +85% YoY to Rs 1,563 cr.
Net profit Rs 795 cr.
All-time high of Rs 4,447 hit May 27.
Most revenue is F&O fees.
If SEBI tightens rules, this growth reverses fast.

#BSE

[ConcallChronicles @concall_]

Costco Q3 FY26: EPS $4.93 (+15%), revenue $69.15B (+11.6%).
E-commerce +21.5%.
Most treat Costco as a warehouse story.
The e-commerce line is growing faster than its stores. Post-earnings pullback has it trading ~$952, well off the $1,096 52W high.

#USStocks #Costco

[ConcallChronicles @concall_]

Trent announced a 1:2 bonus — its first in 30 years. Record date: June 4.
Q4 PAT +33%, revenue +19%.
Tata Group. Strong brand. But the stock sits ~32% below its 52W high.
Bonus excitement or value trap?

#Trent

[ConcallChronicles @concall_]

Vedanta just earned its first AA+ credit rating since 2014.
ICRA cited better debt reduction post-demerger.
52W high: Rs 360.70.
4 demerged entities, none listed yet.
Value is real but still locked up.
#Vedanta

[ConcallChronicles @concall_]

Marvell hit a 52W high of $218 on Q1 earnings day. Revenue: record $2.42B, +28% YoY.
Stock is up 145% YTD — and 10+ analysts raised targets after results, not before.
Nvidia invested $2B and integrated MRVL into NVLink Fusion.
AI infrastructure, not hype.

#USStocks #Marvell

[ConcallChronicles @concall_]

BHEL Q4 profit came in at Rs 1,290 cr.
A year ago it was Rs 504 cr. That's 156% up.
Revenue +37% to Rs 12,310 cr.
EBITDA margin: 14.2%.
Order book converts over 4-5 years.
Can margins actually hold that long?

#BHEL

[ConcallChronicles @concall_]

HP Inc.
reports Q2 earnings May 27.
Consensus: $0.71 EPS, $14.07B revenue.
Lenovo just posted +27% quarterly revenue on AI PC demand.
If the supply chain reads the same, HP follows.
Analyst targets sit below current price.
The street hasn't repriced yet.

#HPInc
DYOR