All charts are for my own reference only, not recommending to other and don’t use it for your trade. I will not be responsible for your loss
Not SEBI registered
Inv PPT extracts:
22/7/2026
Oracle Financial Services (#OFSS)
Vardhman Special Steels (#VSSL)
IIFL Finance (#IIFLFin)
Gandhar Oil Refinery (#GandharOil)
Waaree Renewable (#WaareeRTL)
Results update:
#Tanla
Oracle Financial Services
#OFSS
Rev at 3125cr⏫69% YoY, ⏫ 51% QoQ
EBIT at 1875cr⏫121% YoY, ⏫ 78% QoQ
OPM at 61% vs 52%, Q4 at 46%
PBT at 1939cr⏫114% YoY, ⏫ 73% QoQ
PAT at 1416cr⏫121% YoY, ⏫ 68% QoQ
Products business rev at 2936cr⏫75%
Many multi year deals
Great cash flows
Vardhman Special Steels
#VSSL
Solid Q1FY27
Highest ever set
Improved realizations
EBITDA/ton at Rs 10764
Sales volume at 59103 tones⏫6%
Rev at 486cr⏫12%
EBITDA at 68cr⏫74%
PAT at 41cr⏫107%
Sustained demand a ross all customer segments
Strategic investments done over last few years have started showing results now
Finished rolling capacity enhanced to 2.7 lacs tpa
To develop and commission 5 lacs MTPA Greenfield special steel facility & forging and machining plant
IIFL Finance
#IIFLFin
AUM at 115523cr⏫38% YoY, ⏫ 7% QoQ
PPOP at 1252cr⏫50% YoY, ⏫ 7% QoQ
PBT at 929cr⏫161% YoY, ⏫12% QoQ
PAT at 713cr⏫160% YoY, ⏫ 14% QoQ
RoA at 3.1% vs 1.6%, Q4 at 3%
RoE at 19.5% vs 7.6%, Q4 at 17.9%
FY27 guidance:
25%+ AUM growth
RoA of 3.1-3.3%
RoE of 16-20%
BV at 334Rs
PCR at 94%
Gandhar Oil Refinery
#Gandhar
Highest ever PAT of 206cr in Q1FY27
Rev⏫92% at 1732cr
EBITDA⏫512% at 281cr
PAT ⏫689% at 206cr
Volumes at 131247 vs 121733 kl
Gross margin spread expanded 3.4x YoY to 28145/kl
Demand environment remains encouraging
Waaree Renewable Technologies
#WaareeRTL
Good Q1FY27, Q4 heavy on execu5foe the business
QoQ isn't comparable
Highest ever first quarter from WasreeRTL
Good execution continues, margins slightly under pressure
Rev at 924cr vs 603cr⏫53%, Q4 at 1102cr
EBITDA at 173cr⏫47.5% with OPM at 18.77% vs 19.4%
PBT at 163cr vs 116cr, Q4 at 208cr
PAT at 116cr vs 86cr, Q4 at 155cr
Healthy unexecuted orderbook at 5300cr
Bidding pipeline remains strong
Tanla Platforms
#Tanla
Good Q1FY27
Good QoQ and YoY uptick across all parameters
Rev at 1226cr vs 1040cr, Q4 at 1177cr
PBT at 181cr vs 147cr, Q4 at 166cr
PAT at 142cr vs 118cr, Q4 at 134cr
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
आप सब लोग जो मुझे दो साल से ज़्यादा समय से फॉलो कर रहें है और मेरी पॉडकास्ट को भी लगातार सुन रहें है और आपके पास अपना ख़ुद का भी अनुभव है तो क्यूँ ना इसी आधार पर एक ऐसा अच्छे मैनेजमेंट का मिडकेप या स्मॉल केप ढूँढने का प्रयास करें :-
१. जिसकी सालाना नेट सेल्स उसके मार्केट केप से ज़्यादा हो
२. मार्केट केप कम से कम 2000 करोड़ हो !
३. जिस सेक्टर का भविष्य कम से कम अगले १० साल तक अच्छा दिख रहा हो
४. जिसकी लिस्टिंग को कम से कम ३ साल पूरे ही चुके हो
५. जिसकी रेवन्यू में कम से कम पिछले ३ सालों में १०% की दर से सालाना वृद्धि हो रही हो !
६. जिसका डेब्ट -इक्विटी रेश्यो .5 से कम हो
७. जिसमें मैनेजमेंट की होल्डिंग कम से कम 51% हो
८. जो 30/03/2026 के भाव से 30% से ज़्यादा ना बढ़ चुका हो !
नोट : स्क्रीनर या ए आई से ढूँढने का प्रयास ना करें , स्वयं मेहनत करें तभी सफल निवेशक बन पाओगे , टिप लेकर आज तक कोई सफल निवेशक नहीं बन पाया है !
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
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
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
Top 20 Stocks With Strong Quarterly Results of Q1 FY27📈
Some have delivered,
Net Profit: Above 1500%
EPS: Above 1200%
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1. E2E Networks
What Are India's Biggest Mutual Funds Accumulating?
Every month, India's largest mutual funds disclose their portfolio changes. If you go through the portfolios of 12 leading fund houses, covering nearly ₹40 lakh crore of assets under management (AUM), you will be able to see that multiple institutions are independently accumulating the same businesses.
Here are the companies that featured in the Buy or Fresh Buy lists across these leading fund houses during June.
🟢 HDFC Bank
🟢 Reliance Industries
🟢 Acme Solar Holdings
🟢 JSW Infrastructure
🟢 Bosch
🟢 Ajanta Pharma
🟢 Emcure Pharmaceuticals
🟢 Amber Enterprises India
🟢 Tata Steel
🟢 Hindalco Industries
🟢 NHPC
🟢 JSW Cement
🟢 Corona Remedies
🟢 Adani Green Energy
🟢 Eternal
🟢 InterGlobe Aviation
🟢 Aditya Birla Capital
🟢 Hero MotoCorp
🟢 Cholamandalam Investment
🟢 Anthem Biosciences
🟢 Kirloskar Oil Engines
🟢 DOMS Industries
🟢 Meesho
🟢 Piramal Pharma
🟢 Billionbrains Garage Ven
🟢 LIC Housing Finance
🟢 City Union Bank
🟢 Page Industries
🟢 Maruti Suzuki India
🟢 MCX
🟢 NLC India
🟢 SRF
🟢 Godrej Properties
🟢 Union Bank of India
🟢 Sterlite Technologies
🟢 OLA Electric Mobility
🟢 Tanfac Industries
🟢 Pidilite Industries
🟢 KIMS
🟢 Infosys
🟢 ITC
🟢 Bajaj Finance
🟢 Petronet LNG
🟢 IDFC First Bank
🟢 Ashok Leyland
🟢 Adani Enterprises
🟢 Craftsman Automation
🟢 Global Health
🟢 IndiQube Spaces
🟢 Pondy Oxides & Chem
The list spans banking, infrastructure, manufacturing, healthcare, defence-related industrials, consumer, power and renewables.
I find these disclosures useful for 1 KEY reason: they help me build a research watchlist, not a buying list.
If several of India's best fund managers are allocating fresh capital to these businesses, what common trend are they betting on over the next 3–5 years?
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लद्दाख के नाम पर शुरू हुआ वांगचुक का आंदोलन अब 'टुकड़े-टुकड़े गैंग' का नया अड्डा है! 🤡
अफजल गुरु के समर्थकों और SIMI/PFI से जुड़े उमर खालिद के पिता को मंच देकर ये कैसी क्रांति हो रही है? यह कोई प्रदर्शन नहीं, अर्बन नक्सलियों का पूरा इकोसिस्टम है!
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
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%
ये बढ़िया काम किया है Amazon ने बहुत से कस्टमरों के साथ धोखा हो जाता था।
स्कैमर ओरिजिनल प्रोडक्ट निकाल कर उसमें ईटी या पत्थर रख देते थे अब कुछ हद तक ये फ्रॉड रुक जाएगा।