Pratik dedhia

@dedhiap

Senior Manager (Head of Fundamental Analytics) @ Morningstar Credit // Sports Enthusiasts// Infrastructure // Roger Federer Fan

Mumbai, India

Joined June 2013

418 Following

449 Followers

16K Posts

Pinned Tweet

Pratik dedhia @dedhiap

over 3 years ago

That feeling when your name appears on the Wall!!!

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Pratik dedhia @dedhiap

about 3 hours ago

@ifOnlyKantala Beautiful 😍

dedhiap retweeted

Shreenidhi P

@nid_rockz

about 4 hours ago

Good #Q1FY27-24/7/26 post 7pm Tanfac Industries #Tanfac #TanfacInd Declared nos are flattish with rev⏫6% and PBT is flat However, 20,000 MTPA HFC-32 plant is set for Q3FY27 commisioning and FY28 should bring in very big numbers for Tanfac So contribution in H2 for some extent and FY28 should see real scale up effect in numbers of HFC-32 390cr investment-most of which is funded through QIP Net debt free balance sheet Evaluating opportunities to expand to downstream fluorinated chemicals ,next gen fluorochemicals Benefit of cost pass through is expected to reflect over 30-45 days pricing cycle Neogen Chemicals #Neogen Good Q1FY27 Good quarter after a long time Rev at 250cr vs 187cr, Q4 at 247cr EBITDA at 48cr vs 32cr⏫53% YoY, ⏫ 10% QoQ OPM at 19% vs 16.8% PBT at 23cr vs 14cr, Q4 at 16cr PAT at 17cr vs 10cr, Q4 at 11cr H2 is when the ramp up should be visible in numbers Onesource Speciality Pharma #OneSource Decent Q1FY27,H2 should be very good here Rev at 449cr vs 327cr, Q4 at 428cr EBITDA at 112cr vs 79cr, Q4 at 81cr PBT and PAT at 25cr vs loss in last 2 qtrs Share India Securities #ShareIndia Solid Q1FY27 Good QoQ and YoY uptick across all parameters Rev at 448cr vs 341cr, Q4 at 416cr PBT at 164cr vs 111cr, Q4 at 81cr PAT at 124cr vs 84cr, Q4 is 58cr Arihant Capital Markets #ArihantCap Good QoQ and YoY uptick across all parameters Good Q1FY27 Rev at 78cr vs 51cr, Q4 at 49cr PBT at 27cr vs 16cr, Q4 at 2cr PAT at 21cr vs 13cr Q4 at 0.5cr NTPC Ltd #NTPC Rev at 50740cr vs 47064cr, Q4 at 49686cr EBITDA at 12629cr, beat vs estimates by almost 1500+cr PBT at 8639cr vs 5757cr, Q4 at 8366cr Adon Agro Commodities #AdonAgro #Adon SME -Listed 3 weeks back H2FY26 declared today: Blockbuster H2FY26 Rev at 191cr vs 91cr, H1 at 131cr PBT at 28cr vs 10cr H1 at 4cr PAT at 20cr vs 8cr, H1 at 3cr OCF at -9cr vs 5cr

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dedhiap retweeted

Shreenidhi P

@nid_rockz

about 6 hours ago

Good #Q1FY27-24/7/26 post 3pm till 7pm CreditAccess Grameen #CreditAcc #CreditAccess Blockbuster Q1FY27 with big QoQ and YoY uptick across all parameters Asset quality good GNPA and NNPA down QoQ and YoY Rev at 1784cr vs 1463cr, Q4 at 1599cr PBT at 660cr vs 81cr, Q4 at 445cr PAT at 493cr vs 60cr, Q4 at 340cr Almost a 500cr PAT in a single quarter 🔥 AUM at 30319cr⏫16.4% YoY, ⏫ 2.5% QoQ GNPA at 2.18%, NNPA at 0.76% NIMs at 14.4% RoA at 5.9% RoE at 24.4% PPOP at 873cr⏫34% FY27 guidance: AUM growth of 20-25% NIMs at 12.8-13.2% RoA of 4-4.8% RoE of 16-20% C/I at 33-35% Lodha Developers #Lodha #Macrotech Good Q1FY27 with good QoQ and YoY uptick across all parameters Beat vs estimates Rev at 4996cr vs 3492cr, Q4 at 4713cr Big margin expansion QoQ and YoY OPM at 43% vs 35% in last 2 qtrs PBT at 1776cr vs 903cr, Q4 at 1262cr PAT at 1373cr vs 675cr, Q4 at 1008cr Almost 30% beat vs consensus estimates on PBT and PAT Welcomes leading global data center operator – Digital Edge India, JV between Digital Edge (Singapore) and National Investment and Infrastructure Fund (NIIF) - to Lodhas Green Data Center Park at Navi Mumbai (Palava) having sold land at a price over 42 cores per acre during the quarter. Value of Palava landholding, which has climbed more than 15x over the last five years Annuity business target of 3000cr in next 6 years(10x target) Net D/E at 0.2x 2,00,000cr GDV available for sale Vision to grow PAT from 3500cr in FY26 to 8500+cr in FY31 FY27 pre sales guidance of 24000cr+ with H1:H2 at 40%:60% Ramkrishna Forgings #RKForge Concall highlights: Increases guidance materially From 10-15% in Q4 to 20-22% CAGR for next 3 years in today's call Material increase in growth guidance Healthy orderbook and good demand Steel Authority of India #SAIL Good YoY, down QoQ Rev at 26245cr vs 25922cr, Q4 at 30813cr PBT at 2304cr vs 895cr, Q4 at 2651cr PAT at 1644cr vs 744cr, Q4 at 1835cr Bank of India #BankIndia NII ⏫ 11% PPOP at 5137cr vs 4069cr, Q4 at 5081cr PBT at 4167cr vs 2439cr, Q4 at 4079cr GNPA and NNPA sharply down QoQ and YoY Good asset quality RoA at 1.01% vs 0.82% Tata Consumer #TataConsumer In line with estimates Rev at 5348cr vs 4778cr, Q4 at 5433cr EBITDA ⏫ 20% at 724cr vs 602cr PBT at 592cr vs 465cr, Q4 at 641cr PAT at 444cr vs 346cr, Q4 at 491cr Fabtech Technologies #FabtechTech Lumpiness quarterly, so QoQ isn't comparable Rev at 75cr vs 68cr Other income at 3cr vs 1cr PBT at 5cr vs -8cr PAT at 4.2cr vs -6cr Healthy orderbook Kross Ltd #Kross Usually Q4 is heavier vs Q1 But there is a sharp QoQ decline in margins and profits Rev at 184cr vs 139cr, Q4 at 225cr PBT at 18cr vs 12cr, Q4 at 30cr PAT at 13cr vs 8.5cr, Q4 at 22cr #RattanPower Rev down at 798cr vs 822cr Other income at 68cr vs 99cr, Q4 at 67cr PBT and PAT at 46cr vs loss, Q4 at 43cr #DCBBank PPOP at 344cr vs 327cr, Q4 at 342cr Lower provisions at 57cr vs 115cr PBT at 287cr vs 212cr, Q4 at 273cr GNPA and NNPA down QoQ and YoY RoA at 0.96% vs 0.81% Mangalam Worldwide #MWL Rev at 316cr vs 275cr, Q4 at 265cr PBT and PAT at 13cr vs 7cr, Q4 at 16cr Bhilwara Spinners #BhilwaraSpin Rev at 34cr vs 3cr, Q4 at 35cr EBITDA at 4.6cr vs 0.2cr, Q4 at 4.3cr PAT at 2cr vs -2cr Avg/Decent: #SBICards NII flat to down YoY Provisions sharply lower leading to PBT at 894cr vs 748cr, Q4 at 816cr GNPA and NNPA down QoQ and YoY GNPA at 2.04% and NNPA at 0.83% #OmaxAutos Rev at 122cr vs 100cr, Q4 at 174cr PBT at 13.7cr vs 10.4cr, Q4 at 21cr #Ratnaveer Rev ⏫ 19%, EBITDA ⏫ 19% Higher depreciation and finance costs lead to flat PBT and PAT excluding higher other income

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Who to follow

The Indian Investor

@Anvith_

Abderrahmane El Barki Kaddouri.

@QdwryAlbrky

El presidente fundador de ESG AFRICA S.A. الرئيس المؤسس لمجمع أخضر التشاركي.

R B Zakaas

@RBZakaas

Life is Always Beautiful Change the View to Enjoy it

dedhiap retweeted

Megh Updates 🚨™

@MeghUpdates

about 9 hours ago

Amid propaganda peddled on social media, Delhi Police releases CCTV footage of 20th July showing CJP goons breaking multiple barricades to head to Parliament despite multiple warnings, which led to a lathi-charge.

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dedhiap retweeted

Shreenidhi P

@nid_rockz

about 12 hours ago

Good #Q1FY27-24/7/26 till 1pm RajRatan Global #RajRatan Good Q1FY27 Margins bounceback to 13% form 9% last qtr Rev at 318cr vs 247cr, Q4 at 314cr EBITDA ⏫ 33% at 41cr with 13.1% OPM vs 12.5% PBT at 30cr vs 18cr, Q4 at 18cr PAT at 23cr vs 13.5cr, Q4 at 15cr Sakar Healthcare #Sakar #SakarHealth Good YoY, down QoQ, margins lower QoQ Healthy quarter overall Rev at 73cr vs 53cr, Q4 at 71cr PBT at 14.5cr vs 5.3cr, Q4 at 18cr PAT at 10.2cr vs 4.6cr, Q4 at 11cr Acutaas Chemicals #Acutaas Good Q1FY27, solid YoY uptick QoQ isn't comparable as H2 forms 60% of nos Rev at 330cr vs 207cr EBITDA at 113cr vs 51cr PBT at 104cr vs 58cr PAT at 75cr vs 44cr Good margin expansion YoY with 34.5% OPM Valuations continue to be super rich Apar Industries #Apar #AparInd Solid QoQ and YoY uptick across PBT and PAT Rev flat QoQ,but margins see a big jump EBITDA ⏫ 68% Rev at 6566cr vs 5084cr, Q4 at 6571cr PBT at 622cr vs 352cr, Q4 at 329cr PAT at 467cr vs 263cr, Q4 at 253cr GP Petroleums Ltd #GPPetro Solid Q1FY27 with good QoQ and YoY uptick across all parameters Rev at 230cr vs 158cr, Q4 at 163cr PBT at 28cr vs 8.5cr, Q4 at 13.5cr PAT at 21cr vs 6cr,Q4 at 9.3cr Automotive Stampings and Assemblies #ASAL Rev at 253cr vs 173cr, Q4 at 255cr PBT at 6.3cr vs 2.5cr, Q4 at 10.7cr PAT at 4.7cr vs 2.5cr, Q4 at 13cr Sapphire Foods #Sapphire Turnaround Rev at 891cr vs 777cr, Q4 at 792cr EBITDA ⏫ 23% at 140cr with decent YoY margin expansion PBT at 16cr vs loss in last 2 qtrs PAT at 14cr vs loss in last 2 qtrs

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dedhiap retweeted

Shreenidhi P

@nid_rockz

1 day ago

Good #Q1FY27-23/7/26 post 7pm Seshaasai Technologies #STYL #Seshaasai Business has seasonality with Q4 being heavy qtr Rev at 376cr vs 310cr, Q4 at 404cr EBITDA at 94cr⏫28% with OPM ⏫ 135bps PBT at 82cr vs 55cr, Q4 at 112cr PAT at 60cr vs 37cr, Q4 at 82cr Payment solution contributed to 42% of rev Lower finance costs lead to better PBT and PAT growth rate Indiabulls Ltd #Indiabulls Rev at 359cr vs 92cr, Q4 at 408cr PBT at 161cr vs 7cr, Q4 at 161cr PAT at 141cr vs loss 23608cr GDV FY27 launch pipeline of 8014cr FY27 pre sales target of 3000+ cr with 1000cr of collections Decent: #ABDL EBITDA at 140cr vs 122cr, Q4 at 195cr PBT at 92cr vs 82cr, Q4 at 119cr #RouteMobile Rev at 1152cr vs 1051cr, Q4 at 1131cr PBT at 91cr vs 77cr, Q4 at 123cr

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dedhiap retweeted

Shreenidhi P

@nid_rockz

1 day ago

Good #Q1FY27-23/7/26 post 4pm till 7pm Fineotex Chemicals #Fineotex #FCL Solid Q1FY27 CrudeChem acquisition impact on consolidated nos Highest ever revenue, EBITDA, PBT and PAT in comps history Solid QoQ and YoY uptick across all Rev at 377cr vs 137cr, Q4 at 314cr Other income at 10cr vs 9cr EBITDA at 59cr vs 25cr⏫135% PBT at 65cr vs 31cr, Q4 at 48cr PAT at 48cr vs 25cr, Q4 at 44cr Higher tax paid in Q1FY27 vs prev qtrs Volume growth of 130.8% RoIC of 33% Motilal Oswal Financial Services #MotilalOFS Stable and steady quarter Rev at 3425cr vs 2737cr, Q4 at 2679cr PBT at 1533cr vs 1405cr, Q4 at -194cr Q4 was a loss quarter due to losses booked in Commodity trading PAT at 1273cr vs 1155cr, Q4 at -219cr Spandana Spoorthy Financial Services #Spandana Another profitable quarter after Q4FY26 Disbursements picking up NIMs at 12.5% vs 8.2%, Q4 at 9.9% AUM starts seeing uptick AUM at 4887cr⏫11% QoQ Q1FY27 disbursements at 1371cr vs 280cr Lower impairments, improving asset quality PBT at 17.5cr vs -481cr, Q4 at 8cr PAT at 12cr vs -360cr, Q4 at 5cr Standalone GNPA at 2.91%,, NNPA at 0.56% Consolidated GNPA at 3.64% vs 3.78% QoQ Consolidated NNPA at 0.56% vs 0.64% QoQ Suryoday SFB #Suryoday Good Q1FY27 Rev at 770cr vs 603cr, Q4 at 691cr PPOP at 139cr vs 109cr, Q4 at 107cr PBT at 102cr vs 47cr, Q4 at 65cr PAT at 75cr vs 35cr, Q4 at 50cr GNPA down YoY, marginally up QoQ NNPA sharply down QoQ and YoY Improving asset quality RoA of 0.38% vs 0.22%, Q4 at 0.27% GRP Ltd #GRPLtd Good Q1FY27,on a lower base Good QoQ and YoY uptick across all parameters Rev at 157cr vs 123cr, Q4 at 145cr PBT at 8.4cr vs 3.2cr, Q4 at 0.4cr PAT at 4.2cr vs 1.7cr, Q4 at -1.3cr Sona BLW Precision Forgings #SonaBLW #SonaCOMS Rev at 1157cr vs 767cr⏫54%, Q4 at 1172cr Other income at 82cr vs 43cr, Q4 at 40cr EBITDA at 303cr vs 202cr⏫49% with OPM down 0.7% PBT at 276cr vs 171cr, Q4 at 269cr Excluding other income, QoQ PBT is down PAT at 220cr vs 121cr, Q4 at 207cr Gujarat Alkalies and Chemicals #GACL #GujAlkali Blockbuster Q1FY27 with big QoQ and YoY uptick across all parameters Rev at 1244cr vs 1105cr, Q4 at 1125cr PBT at 110cr vs 10cr, Q4 at 8cr PAT at 55cr vs -15cr, Q4 at 15cr Capital Small Finance Bank #CapitalSFB Rev at 314cr vs 270cr, Q4 at 299cr PPOP at 64cr vs 51cr, Q4 at 60cr PBT at 55cr vs 42.5cr, Q4 at 54cr PAT at 41cr vs 32cr, Q4 at 40cr Aseet quality steady GNPA and NNPA down QoQ and YoY Indian Energy Exchange #IEX Rev at 158cr vs 142cr, Q4 at 174cr Other income at 45cr vs 42cr, Q4 at 22cr PBT at 169cr vs 152cr, Q4 at 164cr PAT at 135cr vs 121cr, Q4 at 130cr Malu Paper Mills #MaluPaper Turnaround Rev at 123cr vs 94cr, Q4 at 106cr EBITDA at 5.8cr vs loss, Q4 at 4.5cr PBT at 1.8cr vs loss, Q4 at 0.3cr Decent: #Infy-inline set, upper end guidance reduced with OPM kept unchanged

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dedhiap retweeted

Shreenidhi P

@nid_rockz

1 day ago

Good #Q1FY27-23/7/26 post 2pm till 4pm Thyrocare Technologies #Thyrocare Good Q1FY27 Highest ever revenue, EBITDA, PBT and PAT in comps history Rev at 240cr vs 193cr, Q4 at 224cr EBITDA at 77cr vs 57cr, Q4 at 75cr PBT at 68cr vs 50cr, Q4 at 64cr PAT at 51cr vs 38cr, Q4 at 48.7cr International Gemmological Institute #IGIL Good Q1FY27 Q1 is always leaner vs Q4 due to seasonality 23%+ growth quarter Historically, Q1 is lesser than Q4 Rev ya 371cr vs 301cr, Q4 at 369cr PBT at 223cr vs 175cr, Q4 at 239cr PAT at 166cr vs 126cr, Q4 at 180cr Mahindra Lifespace Developers #MahLife Revenue recognition in a big way in Q1FY27 Rev at 962cr vs 32cr, Q4 at 670cr PBT at 102cr vs -56cr, Q4 at 76lacs Solid QoQ and YoY uptick across all parameters PAT at 86cr vs 51cr, Q4 at 89cr Dachepalli Publishers #Dachepalli Rev at 45cr vs 17cr, Q4 at 36cr Margins down sharply PBT at 8.5cr vs 6.3cr, Q4 at 5cr PAT at 6.3cr vs 4.4cr, Q4 at 5cr

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dedhiap retweeted

Shreenidhi P

@nid_rockz

1 day ago

Good #Q1FY27-23/7/26 till 2pm Ujjivan Small Finance Bank #UjjivanSFB Solid Q1FY27 with big QoQ and YoY uptick across all parameters NII ⏫ 39% at 1187cr Rev at 2280cr vs 1867cr, Q4 at 2185cr PPOP at 548cr vs 360cr, Q4 at 514cr Lower provisions at 127cr vs 224cr PBT at 421cr vs 135cr, Q4 at 370cr PAT at 317cr vs 103cr, Q4 at 281cr Asset quality good GNPA and NNPA down QoQ and YoY NNPA at 0.34% vs 0.43% QoQ PVR Ltd #PVRLtd #PVR Rev at 1622cr vs 1449cr, Q4 at 1547cr EBITDA ⏫ 31% at 528cr with margin expansion OPM at 33% vs 28% PBT at 76cr vs -63cr, Q4 at 25cr PAT at 57cr vs -47cr, Q4 at 15cr Vishal Mega Mart #VMM Steady set, good QoQ and YoY uptick across all parameters Rev at 3727cr vs 3140cr, Q4 at 3114cr PBT at 346cr vs 276cr, Q4 at 225cr PAT at 248cr vs 204cr, Q4 at 168cr Chennai Petroleum Corporation #ChennaiPetro Good YoY, down QoQ 385cr additional profits due to revision in certain product prices Rev at 29358cr vs 18683cr, Q4 at 20455cr PBT at 1365cr vs -80cr, Q4 at 1890cr PAT at 1031cr vs -40cr, Q4 at 1421cr Solara Active Pharma #Solara Margins down Rev at 382cr vs 319cr, Q4 at 387cr PBT and PAT at 16cr ev 10.5cr, Q4 at 8.7cr Suraj Ltd #SurajLtd Rev down at 39cr vs 50cr PBT at 5.1cr vs 3.3cr, Q4 at 4cr PAT at 3.5cr vs 2.7cr, Q4 at 2.5cr Decent: #Novartis Rev at 104cr vs 88cr, Q4 at 91cr Other income at 9cr vs 11cr PBT at 43cr vs 37cr, Q4 at 30cr PAT at 32cr vs 28cr, Q4 is 25cr

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dedhiap retweeted

Shreenidhi P

@nid_rockz

2 days ago

Good #Q1FY27-22/7/26 post 7pm Bhageria Industries #Bhageria Solid Q1FY27 Good QoQ and YoY uptick across all parameters Rev at 286cr vs 157cr, Q4 at 271cr PBT at 46cr dv 15cr, Q4 at 17cr PAT at 34cr vs 11cr, Q4 at 11cr NTPC Green Energy #NTPCGreen Solid Q1FY27, valuations are rich Rev at 1107cr vs 680cr, Q4 at 913cr EBITDA at 988cr vs 603cr⏫64% YoY, ⏫ 28% QoQ PBT at 368cr vs 277cr, Q4 at 247cr PAT at 305cr vs 220cr, Q4 at 197cr CIE Automotive #CIEAuto Good YoY,margins down QoQ Rev at 2620cr vs 2369cr, prev qtr at 2612cr PBT at 311cr vs 270cr, prev qtr at 327cr PAT at 234cr vs 203cr, prev qtr at 249cr H1 OCF at -19cr vs -74cr UTI Asset Management Company #UTIAMC Rev at 583cr vs 546cr, Q4 at 392cr PBT at 368cr vs 326cr, Q4 was a loss qtr PAT at 294cr vs 254cr, Q4 was a loss qtr Bhagwati Autocast #Bhagwati Rev at 52cr vs 45cr, Q4 at 46cr PBT at 6cr vs 4cr, Q4 at 4.3cr PAT at 4.2cr vs 2.7cr, Q4 at 3.1cr

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dedhiap retweeted

Shreenidhi P

@nid_rockz

2 days ago

Good #Q1FY27-22/7/26 post 5pm till 7pm Blockbuster Q1FY27 from #OFSS(#OracleFin) #GandharOil Gandhar Oil Refinery #Gandhar #GandharOil Blockbuster Q1FY27 Solid QoQ and YoY uptick across all parameters Good margin expansion QoQ and YoY Highest ever set Rev at 1732cr vs 903cr, Q4 at 1093cr PBT at 264cr vs 32cr, Q4 at 52cr PAT at 206cr vs 26cr, Q4 at 37cr Oracle Financial Services #OFSS Blockbuster Q1FY27 with highest ever revenue, EBITDA, PBT and PAT in comps history Solid QoQ and YoY uptick across all parameters Rev at 3125cr vs 1852cr, Q4 at 2065cr PBT at 1939cr vs 905cr, Q4 at 1120cr PAT at 1415cr vs 642cr, Q4 at 842cr Nippon India Life AMC #NipponAMC Solid set Rev at 766cr vs 606cr, Q4 at 739cr Other income at 170cr vs 146cr, Q4 at -34cr PBT at 664cr vs 523cr, Q4 at 460cr PAT at 504ce vs 396cr, Q4 at 385cr Schaeffler #Schaeffler Steady and consistent performer Rev at 2761cr vs 2352cr,last qtr at 2586cr Other income at 37cr vs 43cr PBT at 443cr vs 391cr, last qtr at 429cr PAT at 326cr vs 287cr,last qtr at 316cr H1 OCF at 389cr vs 711cr HEG Ltd #HEG Rev at 681cr vs 612cr, Q4 at 604cr Other income at 43cr vs 60cr PBT at 165cr vs 121cr, Q4 at -144cr PAT at 122cr vs 100cr, Q4 at -114cr Emerald Finance #EmeraldFin Good QoQ and YoY uptick across all parameters Rev at 9.4cr vs 6.7cr, Q4 at 9.7cr PBT at 6.5cr vs 4.2cr, Q4 at 5.9cr PAT at 4.8cr vs 3.1cr, Q4 at 4.3cr IndusInd Bank #IndusInd Rev down at 13096cr vs 14421cr, Q4 at 12719cr PPOP at 2773cr vs 2567cr, Q4 at 2295cr PBT at 1389cr vs 807cr, Q4 at 813cr Asset quality improves GNPA and NNPA down QoQ and YoY #UCOBank UCO Bank NII⏫17% PPOP at 2809cr vs 1562cr, Q4 at 1573cr PBT at 2574cr vs 946cr, Q4 at 1247cr Big increase in taxes lead to PST at 656cr vs 607cr GNPA and NNPA down sharply QoQ and YoY Asset quality good, provisions lower Magnus Steel #Magnus Rev at 7cr vs 2cr, Q4 at 7cr PBT at 2.4cr vs 0.4cr, Q4 at 1.5cr Music Broadcast #MusicBroadcast Rev down at 49cr vs 44cr PBT at 12cr vs loss in last 2 qtrs Lower employee expenses and lower depreciation leads to profit

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dedhiap retweeted

Office Of Vijay Patel

@VijayGajeraO

2 days ago

Highly Important. I have been able to infiltrate a planned TOOLKIT, and it's extremely shocking to see the detailed planning and information about helpers. I request you all to share it maximum. Let's start to expose.👇

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dedhiap retweeted

Shreenidhi P

@nid_rockz

2 days ago

Good #Q1FY27-22/7/26 post 2pm till 4pm IIFL Finance #IIFL #IIFLFin #IIFLFinance Solid Q1FY27 with good QoQ and YoY uptick across all parameters Lower provisions QoQ and YoY Rev at 3919cr vs 2952cr, Q4 at 3692cr PBT at 929cr vs 356cr, Q4 at 833cr PAT at 713cr vs 274cr, Q4 at 623cr GNPA at 1.55% vs 2.34%, Q1 at 1.46% NNPA at 0.82% vs 1.13%, Q1 at 0.73% Down sharply YoY, up slightly QoQ SRF Ltd #SRF Solid Q1FY27 with big QoQ and YoY uptick across all parameters Beat vs all estimates Rev at 5033cr vs 3818cr, Q4 at 4615cr PBT at 979cr vs 576cr, Q4 at 768cr PAT at 759cr vs 432cr, Q4 at 582cr Performance films and foil business (packaging films) EBIT at 350ce vs 140cr, Q4 at 154cr Tech tex EBIT at 108cr vs 38cr, Q4 at 65cr Chem EBIT at 638cr vs 502xr, Q4 at 782cr Chemical segment EBIT down QoQ and margins are lower, ppt talks about over capacity in this segment Vardhman Special Steels VSSL #VSSL Solid QoQ and YoY uptick across all parameters Improved realizations, next big capacity coming in 2 years More than 100% growth YoY Rev at 486cr vs 433cr, Q4 at 458cr EBITDA at 59cr vs 32.4cr, Q4 at 46cr OPM at 12.1%, highest in last 16 qtrs PBT at 55cr vs 27cr, Q4 at 46cr PAT at 41cr vs 20cr, Q4 at 34cr Adani Power #AdaniPower Good Q1FY27 with good QoQ and YoY uptick across all parameters Rev at 18902cr vs 14109cr, Q4 at 14223cr PBT at 6300cr vs 4204cr, Q4 at 4384cr PAT at 4866cr vs 3305cr, Q4 at 4271cr Eternal Ltd #Eternal QoQ 22% EBITDA growth Rev at 20211cr vs 7167cr, Q4 at 17292cr PBT at 272cr vs 88cr, Q4 at 228cr PAT at 92cr vs 25cr, Q4 at 174cr QoQ difference is due to tax adjustments Orient Electric #OrientElectric Good YoY, margins down QoQ Rev at 949cr vs 769cr, Q4 at 948cr PBT at 42cr vs 24cr, Q4 at 54cr PAT at 31cr vs 188lcr, Q4 at 40cr NACL Industries #NACLInd Rev down sharply at 383cr vs 448cr, Q4 at 364cr Sharp margin expansion PBT at 28cr vs 18cr, Q4 at -1cr PAT at 21cr vs 13cr Q4 at -0.8cr Trishakti Industries #Trishakti Rev at 14cr vs 4cr, Q4 at 9cr Other income at 2.4cr vs 4.6cr QoQ PBT at 5.3cr vs 1.1cr, Q4 at 3.2cr PAT at 4.3cr vs 0.8cr, Q4 at 2.5cr Decent: #AdaniGreen Rev at 4663cr vs 4006cr, Q4 at 3727cr PBT at 1188cr vs 939cr, Q4 at 488cr PAT at 925cr vs 707cr, Q4 at 432cr

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dedhiap retweeted

Shreenidhi P

@nid_rockz

2 days ago

Good #Q1FY27-22/7/26 till 2pm HFCL #HFCL Solid Q1FY27 Highest ever set Big QoQ and YoY uptick across all parameters Rev at 1915cr vs 871cr, Q4 at 1824cr Big margin expansion QoQ and YoY PBT at 332cr vs -45cr, Q4 at 229cr PAT at 246cr vs -30 r, Q4 at 184cr Healthy orderbook Better execution Stylam Industries #Stylam Solid Q1FY27 Good QoQ and YoY uptick across all parameters Rev at 326ce vs 283cr, Q4 at 282cr PBT at 65cr vs 41cr, Q4 at 52cr PAT at 48cr dv 28cr, Q4 at 38cr Jubilant Ingrevia #JubilantIngrevia #JublIngrea Solid Q1FY27 Good QoQ and YoY uptick across all parameters Rev⏫25% at 130cr vs 1037cr, Q4 at 1178cr PBT at 141cr vs 100cr, Q4 at 112cr PAT at 106cr vs 75cr, Q4 at 86cr Nestle India #Nestle Continues to deliver solid growth Beat vs ests on all parameters All 4 segments deliver double digit growth Rev at 6378cr vs 5096cr, Q4 at 6744cr EBITDA at 1538cr vs 1100cr with 24% OPM PBT at 1330cr vs 900cr, Q4 at 1549cr PAT at 959cr vs 647cr, Q4 at 1110cr Emami Paper Mills #EmamiPaper Big QoQ and YoY uptick across all parameters Rev at 560cr vs 460cr, Q4 at 496cr PBT at 53cr vs 9cr, Q4 at 46cr PAT at 39cr vs 6cr Q4 at 32cr Smartworks Co-working Spaces #Smartworks Rev⏫45% at 546cr vs 379cr, Q4 at 520cr EBITDA at 3476cr vs 241cr with OPM at 63.3% PBT at 18cr vs -5.5cr, Q4 at 22cr PAT at 13cr vs -4cr, Q4 at 17cr Aye Finance #AyeFin #Aye Good YoY, down QoQ sharply Rev at 477cr vs 405cr, Q4 at 515cr PBT at 97cr vs 41cr, Q4 at 111cr PAT at 75cr vs 31cr, Q4 at 86cr GNPA at 4.49%, NNPA at 1.67% GNPA and NNPA still at higher levels Decent: #CSBBank Sharply down QoQ PPOP down QoQ, decent growth YoY PBT at 201cr vs 159cr, Q4 at 271cr GNPA down YoY, up QoQ 21/7/26 post 10pm CRISIL #CRISIL Good quarter,this qtr is historically leaner vs prev qtr Rev at 1075cr vs 843cr, Q4 at 1058cr PBT at 280cr vs 225cr, Q4 at 308cr PAT at 216cr vs 172cr, Q4 at 233 r Servotech Renewable #Sevotech Rev at 216cr vs 137cr, Q4 at 217cr PBT at 11cr vs 6.5cr, Q4 at 13cr PAT at 8cr vs 4.5cr, Q4 at 10.5cr

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Pratik dedhia @dedhiap

3 days ago

@microcp2mltibgr 🔥🔥

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dedhiap retweeted

Shreenidhi P

@nid_rockz

3 days ago

Good #Q1FY27-21/7/26 post 7pm Infobeans Technologies #InfoBeans Good Q1FY27 Rev at 152cr vs 111cr⏫37%, Q4 at 142cr EBITDA at 31cr vs 23cr⏫35% YoY, ⏫ 11% QoQ PBT at 29cr vs 16cr adj for 12cr other income, Q4 at 27cr Gamco Ltd #Gamco Rev at 111cr vs 52cr, Q4 at 72cr PBT at 35cr vs 19cr, Q4 at -47cr PAT at 33cr vs 15cr, Q4 at -48cr Decent/Avg: Trident Ltd #Trident Decent set Rev at 1786cr vs 1707cr, Q4 at 1633cr EBITDA ⏫ 3% at 300cr vs 292cr PBT at 216cr vs 188cr, Q4 at 142cr PAT at 158cr vs 140cr, Q4 at 102cr Yarns segment EBIT at 146cr vs 70cr, Q4 at 67cr MedPlus Health #MedPlus Big uptick in finance costs and depreciation Higher employee expenses Depreciation at 78cr vs 66cr Finance costs at 33cr vs 27cr Rev at 1880cr vs 1543cr, Q4 at 1864cr EBITDA ⏫ 2% PBT and PAT down Mastek Ltd #Mastek Rev⏫8% YoY, EBITDA ⏫ 12% Rev at 985cr vs 915cr, Q4 at 938cr Other income at 12cr vs 11cr, Q3 at 24cr PBT at 138cr vs 121cr,flat QoQ PAT at 106cr vs 92cr,flat QoQ

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dedhiap retweeted

Shreenidhi P

@nid_rockz

3 days ago

Good #Q1FY27-21/7/26 post 5pm till 7pm Average: #AnthemBio Nothing great in Q1FY27 , except management commentary, which needs to be tracked closely in H2 States that underlying demand is strong Rev 🔽23% EBITDA 🔽18% OPM ⏫153 bps Business is very lumpy and should have a full year view 23% RoCE Net cash of 1719cr There is a timing shift in deliveries to certain key customers Higher concentration of scheduled deliveries to happen in latter part of FY27 Remain firmly committed for stated rev growth in line with long term historical performance Richly valued stock MPS Ltd #MPS #MPSLtd Solid Q1FY27 with good QoQ and YoY uptick across all parameters Rev at 224cr vs 186cr, Q4 at 205cr EBITDA at 77cr vs 50cr⏫53% YoY ⏫14% QoQ PBT at 70cr vs 50cr, Q4 at 65cr PAT at 50cr vs 35cr, Q4 at 47cr Cyient DLM #CyientDLM Good Q1FY27, H2 heavy with Q4 being the big quarter for execution Rev at 374cr vs 278cr, Q4 at 369cr Rev⏫34% EBITDA at 39cr⏫56% with OPM at 10.5% vs 9% Good margin expansion Other income at 0.2cr vs 4cr, Q4 at 5cr PBT at 22cr vs 10cr Q4 at 32cr PAT at 16cr vs 7.4cr, Q4 at 22cr Sagility India #Sagility Good Q1FY27, there is some seasonality in the business,not evenly distributed across quarters Rev at 1963cr vs 1538cr, Q4 at 2024cr Other income at 14cr vs 26cr QoQ EBITDA at 472cr⏫28% with OPM at 24% PBT at 303cr vs 210xr, Q4 at 363cr PAT at 217cr vs 149cr⏫35%, Q4 at 256cr Indian Hotels #IndHotel #IHCL Good Q1FY27, QoQ can't be compared as business is H2 hevay Rev at 2339cr vs 2041cr EBITDA at 672cr vs 576cr with OPM at 28.8% vs 28.2% PBT at 533cr vs 440cr PAT at 390cr vs 329cr Canara Robeco AMC #CRAMC Rev at 146cr vs 121cr, Q4 at 104cr includes Other income at 30cr vs 24cr, Q4 at -10cr PBT at 99cr vs 80cr, Q4 at 58cr PAT at 76cr vs 61cr, Q4 at 41cr Good QoQ and YoY uptick across all parameters Sunteck Realty #Sunteck Rev flattish at 191cr vs 188cr PBT at 52cr vs 43cr, Q4 at 83cr PAT at 42cr vs 33cr Q4 at 63cr Hindusthan Insulators #HIIL Solid Q1FY27 Highest ever set Rev at 115cr vs 63cr, Q4 at 108cr PBT at 42cr vs 0.2cr, Q4 at 20cr PAT at 37cr vs loss, Q4 at 21cr Aavas Financiers #AavasFin Rev at 708cr vs 627cr, Q4 at 715cr PBT at 220cr vs 179cr, Q4 at 231cr PAT at 171cr vs 139cr, Q4 at 182cr Asset quality steady GNPA at 1.11%, NNPA at 0.71%

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47K

Pratik dedhia

@dedhiap

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