Shreenidhi_P

Research Head at PINC Wealth Management

CFA Level 3 candidate,

MBA Finance from Great Lakes Institute of Management,

Passionate about equity research

[Shreenidhi_P @deeeeeeply]

Lohia Corp
#LohiaCorp
#LCL

Q1FY27 concall highlights:

Guidance:

30-35% growth guidance for FY27 with 20%+ OPM

20-25% CAGR from FY28 onwards

Record Q1FY27 with big uptick
Operating leverage playing out well

20% margins are sustainable

[Shreenidhi_P @deeeeeeply]

Good #Q1FY27
19/8/2026

Couple of newly listed companies

Xtranet Technologies (#Xtranet)
Lohia Corp (#LCL)

Lohia Corp
#LCL
#LohiaCorp

Solid Q1FY27 with big YoY growth with almost 900bps margin expansion

Exponential growth YoY
Small downtick QoQ which is absolutely fine

[Shreenidhi_P @deeeeeeply]

Susan Electricals
#Susan
#SusanElectricals

55% CAGR guidance for FY27 and next year
In line with historical growth rate

New 60% incremental capacity which is going to be operational from Feb 2027
FY28 contribution

142cr orders to be executed in 3 months
Strong bid pipeline

[Shreenidhi_P @deeeeeeply]

Uflex
#Uflex

Full growth was led by price increase

Q1FY27 sales volume ⏫1.7% YoY and ⏫4% QoQ

[Shreenidhi_P @deeeeeeply]

Indo MIM Ltd
#IndoMIM

Recently listed company

Good Q1FY27 with solid margin expansion QoQ and YoY

Rev at 1219cr vs 1114cr⏫9% YoY
Q4 at 1048cr⏫16% QoQ

EBITDA at 406cr vs 327cr⏫24% YoY
Q4 at 200cr⏫103% QoQ

OPM at 33.4% vs 29.4%⏫404bps YoY
Q4 at 19.1%⏫1422bps QoQ

[Shreenidhi_P @deeeeeeply]

Summary of Good #Q1FY27
14/8/2026

Last set of #Q1FY27 summary:

Blockbuster/Very Good:

Kingfa Science and Technology
Kwality Walls
Turtlemint Fintech Solutions
Susan Electricals
Afcom Holdings
Knowledge Marine Engineering
Rubicon Research
AVT Natural Products
Arihant

[Shreenidhi_P @deeeeeeply]

Inv PPT and press release:

IPCA Labs
Susan Electricals
Kingfa Science and Technology

IPCA Labs
#IPCA
#IPCALabs

Concall pointers:
Increases both revenue and EBITDA margins guidance for FY27 after a very strong Q1FY27

Raises revenue guidance from 12-13% to 14-16% and might

[Shreenidhi_P @deeeeeeply]

Press release and PPT:

Kwality Walls
Turtlemint Fintech

Kwality Walls
#KWIL

Good Q1FY27 with 33% EBITDA growth

EBITDA at 105cr

166bps margin expansion
15% volume growth
16.5% organic sales growth

Gross margin improved to 45.6%

Turtlemint Fintech Solutions

[Shreenidhi_P @deeeeeeply]

Good #Q1FY27 -14/8/26 post 9pm

Kingfa Science and Technology
#Kingfa
#KingfaScience
Blockbuster Q1FY27 with big QoQ and YoY uptick across all parameters
Highest ever set
Solid margin expansion QoQ and YoY
Rev at 689cr vs 462cr, Q4 at 578cr
EBITDA at 111cr vs 58cr, Q4 is 81cr

[Shreenidhi_P @deeeeeeply]

Good #Q1FY27-14/8/26 post 5-30pm till 9pm

Kwality Walls
#KwalityWalls
#KWIL
Good Q1FY27 wirh 33% EBITDA growth
Rev at 880cr vs 757cr, Q4 at 475cr
EBITDA at 104cr vs 77cr, Q4 at -78 r
PBT at 54cr vs 37cr, Q4 at -125cr

Afcom Holdings
#Afcom
Good Q1FY27 despite war ralted impact

[零零發 @linglingfa]

小时候课本上一直告诉我们：我国绝不会走资本主义"先污染后治理"的老路，今天我站在这一片雾霾中，才了解，我国走的是”先污染也不治理”的中国特色社会主义道路。

[Gao Ming 高明 @gaoming]

在全球欢庆反法西斯胜利70周年的大好形势下首都北京传来了振奋全党上下的好消息：开源翻墙工具Shadowsocks的作者clowwindy在被喝茶后已将源代码及项目文件在Github删除。这个夏天，曲径走了，红杏走了，土行孙走了，昨天，SS也走了。#夏天走了这又是个应该被记住的夏天

[Tintin 叮叮 @tindingtin]

2015年7月6日将是一个载入史册的日子，中国人民参与了史上第一次全民投票，虽然这次投票用的不是选票而是自己的积蓄，抛掉亏损的股票，不理政客的表演，投下庄严的一票。。

[zmt @zmt0516]

要说忠党爱国的艺人，赵本山排第二，也就成龙能排第一了。。。以前有民斗问，五毛会不会被抓，我就笑了，越五毛越危险，你做个民斗我党只当你是精神病跳梁小丑，你做个五毛站错队说错话，罪可致死

[學民思潮 Scholarism @Scholarismhk]

【請廣傳】警方出動警棍、胡椒噴霧、水性催淚彈、水砲，瘋狂鎮壓，現打算進攻金鐘大本營夏愨道，為了守護六十多天香港人的民主鬥爭，大家今日請假都要來一齊守護！齊集金鐘，堅決守衛。

[𝓵𝓮𝓲𝓬𝓪 𝓼𝓮𝓷𝓷𝓱𝓮𝓲𝓼𝓮𝓻 @xie107]

女生最讨厌和比自己漂亮的女生合影，所以既然 #微笑挑战 要和朋友的照片放一块，女生都会选比自己丑的朋友。微信上流传的这活动暗含“我点你名是因为你不如我好看哦”的意思。

[中文锐推客 @RTKcn]

21+ RT @unclenine: 腾讯与HBO达成合作关系，将通过中国网络转播HBO电视剧和电影，腾讯的视频平台将是HBO电视节目在中国的独家网络转播商。

[骆逸 @royxy]

为啥公司里不能搞民主？因为蠢材实在太多。大多数人的工作能力和态度都不足以支撑他们做好自己最基本的份内工作，更别提要指望他们从全局思考做出对公司整体上有利的决策了。但是跟蠢材一起工作却又是必须的，所以最好的办法是让他们闭嘴，设计一套绩效目标让他们老老实实地在框架里干活就是了。

[PΛПDΛ（ほぼ引退 @panda_deprecate]

有时候经常会突然想起一些许久没有联系过的人，未必是如何熟悉的，或许只是偶尔说上一次话的，如果是网友的话或许连ID都记忆模糊。但是就是想看看TA的近况。也不是真想恢复联系，更多时候就是费力人肉到之后也就解了心结那种感觉。