Top Tweets for #Resultpick
#GHCLtextiles also posted blockbuster results
revenue +53% yoy
PAT + 191% yoy
EBIDTA margins 16.9% vs 11% for last several qtrs
Stock at new ALL TIME HIGH
As expected the Cotton spinners are reporting solid results #Resultpick
I have little doubt that the Textile spinners (cotton) will report strong results in 1Q27 because of the healthy yarn spreads..
The yarn spreads have increased from 60-65 cents to 90-95cents.. and the same is not shrinking anytime soon, because 20% of the spinning capacity has permanently got shut over the last few qtrs
China has aggressively began sourcing yarn from India over last few months
Indian & US cotton price diffence has shrinked, making Indian cotton & hence yarn more competitive
With Supply Shortage on one end, most of the spinner's capacity is fully booked till July end, as demand also gets better
So Trade deal with US happens or not, Spinners have reasons strong enough to show very good improvement in performance in 1Q27
#Resultpick
Highlighted by way of quick buzz to my followers y'day during mkts when I added the stock available at 320-325 levels after very strong results..
And now 395! >20% up
#Resultpick
#UFBL results are strong with SSSG +14% yoy and Rev +23% yoy
Weird stock reaction to solid no's
Historically March qtr has always been lower than Dec qtr on qoq basis, but this time it is flat due to full qtr impact of Chennai Park
going by the run-rate, Q1 should see revenues >200cr for the first time ever
#Resultpick
Bought #Wonderla today.. Next 2 qtr results likely to be quite strong, thanks to low footfall base and newly started Chennai park (started Dec-25).
2026 is witnessing longer summer, which also benefits Wonderla.
#Resultpick
Buying #Wonderla ahead of seasonally strong Q1 results, as the base is low & B'eshwar park could help in good vol growth, which was lacking since 2 yrs
The main Q1 qtr, saw footfall decline for last 2 yrs, but the ARPU growth limited the impact on Revenues
Of the 3 #Hotel stocks that were #Resultpick for 3Q, #OrientHotel & #JuniperHotel gave strong results where as #TajGVK results were okayish
None of them are performing, in line with overall mid/smallcap stocks βΉοΈ
#Hotel stocks have corrected after their weak results, as expected.. Most #midcap/ #Smallcap luxury #Hotels are trading near 6 months low, if not more..
Buying a basket of #TajGVK #OrientHotel #JuniperHotel as #Resultpick for seasonally strong 3QFY26 results.
Taking 40% positions now, and will build over next 1-1.5 months
#OrientHotel the first Hotel to announce results has given strong results with Rev +15% & PBT +44% yoy
As highlighted earlier, 3Q is seasonally strong quarter for Hotels and the results of #OrientHotel validate the same, and can be goo read through for other co's
#Resultpick
#Hotel stocks have corrected after their weak results, as expected.. Most #midcap/ #Smallcap luxury #Hotels are trading near 6 months low, if not more..
Buying a basket of #TajGVK #OrientHotel #JuniperHotel as #Resultpick for seasonally strong 3QFY26 results.
Taking 40% positions now, and will build over next 1-1.5 months
#GMBreweries results today, i am expecting
EBIDTA 47cr (+57% yoy) Q2 was 44.8cr
PBT 49cr (+67% yoy) Q2 was 46.6cr
Lets see what comes out!
#Resultpick
#GMBreweries is the largest beneficiary of liquor price/ duty changes in Maharashtra. While its Q2 results with full effect of price increase, were very good, Q3 results are seasonally better than Q2.
Since IMFL prices were increased very sharply ~35% in MH, the IMFL players saw a double digit volume decline. #GMBreweries stands to benefit from it due to the downtrading (it is the only country liquor product available in wine shops in MH)
After the recent consolidation, #GMBreweries at Rs1020 is again trading at attractive valuations ~15x P/E and <8x EV/EBIDTA
#Valueinvesting
#GMBreweries has been among the 1st company to announce quarterly results for last many many qtrs.
Stock back in action as upon announcing Q3 results date - 6 Jan 2026
#Resultpick π
#Valueinvesting
#GMBreweries is the largest beneficiary of liquor price/ duty changes in Maharashtra. While its Q2 results with full effect of price increase, were very good, Q3 results are seasonally better than Q2.
Since IMFL prices were increased very sharply ~35% in MH, the IMFL players saw a double digit volume decline. #GMBreweries stands to benefit from it due to the downtrading (it is the only country liquor product available in wine shops in MH)
After the recent consolidation, #GMBreweries at Rs1020 is again trading at attractive valuations ~15x P/E and <8x EV/EBIDTA
#Valueinvesting
#Hotel stocks have corrected after their weak results, as expected.. Most #midcap/ #Smallcap luxury #Hotels are trading near 6 months low, if not more..
Buying a basket of #TajGVK #OrientHotel #JuniperHotel as #Resultpick for seasonally strong 3QFY26 results.
Taking 40% positions now, and will build over next 1-1.5 months
Q2 results for #Hotels were weak as highlighted π
While Q3 is seasonally strong for #Hotels, early winter, good wedding season and GST rate cut, also augurs well as growth booster
Good quality #Hotels especially 5* chains with reasonable valuations would be a good combo to play them as Q3 #Resultpick
This #LGBalakrishnan was the one that was mistaken for #LGelectronics on the IPO day and had opened up 13% to close in the Red.. (1580 to 1370)
Today it is >1800 and at its ALL TIME HIGH after its blockbuster results
#Resultpick
Apart from #IFBAgro & #Medplus which gave strong results and are up ~10% today, another very strong result is
#LGBalakrishna Brothers
The very good capex that a conservative mgmt like #LGBros did over last 2 yrs, has started seeing results in terms of strong growth
Reduced GST on Automobiles has strong sector tailwinds and large exposure to 2w also helps benefit as the segment is seeing good vols, ensuring sustained growth
Co continues to have strong >750cr net cash on BS despite >500cr capex over last 2 yrs
Although stock is up 14-15%, valuations at 15-16x PE are still quite reasonable
#Valueinvesting
#LGBalakrishna is up another 10% today, to ALL TIME HIGH 1770+ πππ
#Resultpick
#Valueinvesting
Apart from #IFBAgro & #Medplus which gave strong results and are up ~10% today, another very strong result is
#LGBalakrishna Brothers
The very good capex that a conservative mgmt like #LGBros did over last 2 yrs, has started seeing results in terms of strong growth
Reduced GST on Automobiles has strong sector tailwinds and large exposure to 2w also helps benefit as the segment is seeing good vols, ensuring sustained growth
Co continues to have strong >750cr net cash on BS despite >500cr capex over last 2 yrs
Although stock is up 14-15%, valuations at 15-16x PE are still quite reasonable
#Valueinvesting
#Bluedart gave very good results after a very long time
Best Revenue & EBIDTA in >12 qtrs
Valuations at ~2x Sales isn't bad
DYOR
#Resultpick
#Bluedart gave very good results after a very long time
Best Revenue & EBIDTA in >12 qtrs
Valuations at ~2x Sales isn't bad
DYOR
#Resultpick
#Agri stocks/ #Monsoon theme plays continue to be strong in Q2 as well, validated by strong results of #Ramaphosphate π
Can look for other stocks as play on strong Q2 nos
#Resultpick
#Monsoon this year is panning out to be very good for Agri stocks. After Rallis, the fertilizer stocks #Ramaphosphate #KhaitanChem #Krishana Phoschem reported very strong results
Watch out for other Agrichem & Fertz stocks !
#Resultpick
#BharatRasayan results are quite strong
Rev +34%, EBIDTA +92%, EBIDTA % 19.4% vs 13.5%
PAT is lower due to exceptional loss, JV loss & high tax
Overall very good operating perf
#Resultpick
There is this little known #Agrichem co #BharatRasayan which fits into #Monsoon theme
Very good co, with sector leading margins, strong BS, Impressive ROCE, 75% promoter hldg..
Like peers, reporting q1 nos =/> 2022, its results can be Solid too
Watch out!
#Wonderla results are weak, as revenue declines even on low base. Since Q1 is almost entire profit of the year, and that its weak, exiting the stock
#Resultpick
Buying #Wonderla ahead of seasonally strong Q1 results, as the base is low & B'eshwar park could help in good vol growth, which was lacking since 2 yrs
The main Q1 qtr, saw footfall decline for last 2 yrs, but the ARPU growth limited the impact on Revenues
#Monsoon this year is panning out to be very good for Agri stocks. After Rallis, the fertilizer stocks #Ramaphosphate #KhaitanChem #Krishana Phoschem reported very strong results
Watch out for other Agrichem & Fertz stocks !
#Resultpick
#Sagility posts Excellent results
Sales 1453cr +9.7% qoq/ +15.3% yoy by far the best in IT sector this qtr
EBIDTA 392cr +30% qoq
mrg 27% vs 22.7% qoq
Was one of my #Resultpick πfor seasonally strong Q3
#Sagility has corrected by 20% after my exit π
Q3 is a seasonally strong qtr and hence buying it again as #Resultpick
#TajGVK has given very good results, taking hint from results of its parent π
It is among the cheapest listed Hotel stock (PE ~20) despite being among the best 5* chain
#Resultpick
#Sagility has announced 502cr acquisition of Broadpath Healthcare US, at valuation <1x EV/Sales and would be EPS accretive
While Sagility trades at ~4x Sales, the acquisition could add ~1500cr to Mcap (7%)
Thankfully, timely bought back ππ
#Resultpick
#Sagility has corrected by 20% after my exit π
Q3 is a seasonally strong qtr and hence buying it again as #Resultpick
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