Dhruv Maheshwari

Software Engineer |
Computers are love |
Stock market trader, Investor & always learning |
#LIVERPOOL_FC
@LFC ❤️

[Dhruv Maheshwari @laddha99]

@gurjota @grok 🤣🤣

[Dhruv Maheshwari @laddha99]

@NivaBupaSupport Sent the DM..

[Dhruv Maheshwari @laddha99]

@PhonePeSupport Sent you on the DM..

[Dhruv Maheshwari @laddha99]

@nid_rockz And at the same time,BEL is getting orders back to back... They have a 85k + order book....
And waiting on big orders like LRSAM + QRSAM....

Can this be an execution risk??

[Jesse Cohen @JesseCohenInv]

AN ANONYMOUS POSTER ON 4CHAN IN 2023 EXPOSED META $META PLANNING TO CREATE AN AI THAT WOULD POST FOR DEAD PEOPLE

Now the patent for it was just approved.

How do these anonymous 4chan people know?

[Liverpool FC @LFC]

THAT IS SPECIALLLLL!!!!!!!!!!

[Jesse Cohen @JesseCohenInv]

I thought the FinTwit experts said to sell silver and buy Bitcoin, no?

[Jesse Cohen @JesseCohenInv]

🔑How to do a Hard Reset on Your Life Before 2026:

[Anurag Singh @anuragsingh_as]

Money always moves from the dumb to the wiser. It has now, again. It should.

When markets are overwhelmed by dumbness, you shouldn’t buy. You sell. #India is now the #IPO capital of the world.

And you wonder - why is your #SIP not growing anymore? That’s why !

[Anurag Singh @anuragsingh_as]

There are Bulls
There are Ultra-Bulls
& then there is Ramdev Ji

“Opportunity is large - If you’re young - say 21 yrs, think about making Billions or even Trillion. You can multiply wealth by 100 Million times”

Feels great listening to him.
Never mind the calculations. 🙏😀

[Civic Opposition of India @CivicOp_india]

Song of Loot in India

Moved by Mr. Shivakumar’s ordeal, our team has created the Song of Loot in India.
We hope you feel the same pain we felt while making it.
May God save our country from this endless loot. 💔🇮🇳

[Vikas Vij @TheClubJunto]

Eternal (Zomato/Blinkit) Stock Valuation Based on Results

YoY Profit Decline (Last 4 Qtrs)

Q2FY26: 63% Down
Q1FY26: 90% Down
Q4FY25: 78% Down
Q3FY25: 57% Down

Eternal could become the “Poster Boy” of the Indian stock market crash (if ever it happens).

How to Value the Stock:

Sales Up; Profits Down: What’s Going On?

YoY Sales Growth (Last 4 Qtrs)

Blinkit: Up 120% YoY
Zomato: Up 14% YoY

YoY Profit Decline (Last 4 Qtrs)
Blinkit + Zomato:

Dec 23: ₹ 138 cr
Dec 24: ₹ 59 cr

Mar 24: ₹ 175 cr
Mar 25: ₹ 39 cr

Jun 24: ₹ 253 cr
Jun 25: ₹ 25 cr

Sep 24: ₹ 176 cr
Sep 25: ₹ 65 cr

Scale is Already Achieved

Q2FY26: Quarterly profit is just ₹ 65 cr (Eternal combined) including ₹ 11,679 cr Blinkit quarterly sales.

Zero Operating Leverage

Operating Leverage: When a company achieves scale, its fixed costs don’t increase beyond a point, while sales keep growing. So, its Net Margin keeps “expanding” as the sales increase.

Investors give high valuations to world-class companies due to this magical power of operating leverage.

a. In case of Blinkit, its Gross Margin has remained stagnant at about 23.5% in every quarter (last 5 qtrs) even as its sales have increased at 120% YoY.

b. Blinkit Net Loss has only reduced from ₹ 162 cr (June qtr) to ₹ 156 cr (Sept qtr).

What does it indicate? Blinkit has almost zero operating leverage till now.

Total Dark Stores (Blinkit)

Sept 2024: 791 stores
Sept 2025: 1,816 stores
Dec 2025: 2,100 stores*
Mar 2027: 3,000 stores*

*Company’s own projections announced this quarter.

Do the Rough Math:

Sept 2025: 1,800 stores
Profit: ₹ 65 cr [Eternal combined]

Mar 2027: 3,000 stores
Profit: ???

Profit comes to ₹ 110 cr for March 2027 quarter – using this linear, back-of-the-envelope calculation.

Important: Since the future is unknown, investors must “estimate” future earnings to determine a stock’s valuation.

From Eternal’s Q2 Letter to the Shareholders:

“We are passing on efficiency gains to customers.”

INTERPRETATION:

a. No ability to raise prices.
b. Kirana shops did not die.
c. Jio dark stores are coming.

CONCLUSION:

1. To achieve a P/E ratio of 50 at its current market cap, Eternal needs annual net profit of ₹ 5,000 crores.

2. If shareholders want to double their money from here in 5 yrs, the net profit must go up to ₹ 10,000 cr in 5 yrs (assuming P/E ratio of 50.)

3. Our rough projection for FY2027 Eternal net profit is Rs. 440 cr (4 Qtrs x 110 cr)

Till when will the current "world record" P/E ratio of 1,700 continue? That's a 3 lakh crore question.

@arabicatrader

[Gurjot Ahluwalia @gurjota]

Make sure to sharpen your portfolio for the next bull run.

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

Dear @narendramodi ji,

Your friend @realDonaldTrump has given a once in a lifetime opportunity to Stop every single Talented Indian from leaving our Country to Work for USA.

Time to Make India:

- Corruption Free
- Tax Friendly
- Reservation Mukt
- Infrastructure Accountable
- Build World Class Government Schools & Hospitals
- Reward Teachers & Eradicate British Education System

Let us Not miss this Golden Opportunity 👍

#FI

[Dhruv Maheshwari @laddha99]

@anuragsingh_as Haha, true....😂😂

[Ravisutanjani @Ravisutanjani]

🚨 Indian Telecom Companies Should Launch Affordable Voice Only Mobile Recharge Plans

No Data or SMS, Only Calling Support

TRAI Should Protect Consumers

So Many Poor And Lower Middle Class People End Up Paying For Expensive Plans They Don't Need

[Liverpool FC @LFC]

THREE POINTS - GET IN!!!!

[Gurjot Ahluwalia @gurjota]

1. Should I happy about 7.8% GDP growth or sad about
negative returns from the stock market in last 1 year?

2. Should I be happy about 1% inflation or sad about rupee hitting all time lows?

3. Should I be happy about the bid for 2036 Olympics or sad about crumbling infrastructure across cities?

4. Should I be happy about environmental friendly E20 fuel or sad about paying the same price as 100% petrol?

5. Should I be happy about GST rate cut announcement or sad about how they might get implemented?

[Dhruv Maheshwari @laddha99]

@ilah108 They ousted the media, and they say western media is disciplined... LoL!!