Kamaraj

IT Profession | Long Term Investor | Learning stock market

[Kamaraj @mckamaraj]

@reachanandl Ndlventures

[Kamaraj @mckamaraj]

#Thangamayil Jewellery Ltd

June 2026 Sales - 2,666 Cr
OPM - 5%
PAT - 85 Cr
Topline is ok.
Bottom line is weak.

Ready for correction

[Kamaraj @mckamaraj]

#NDLVentures #HLFL

HLFL Shares: 54.52 Cr
Swap Ratio: 25 NDL for 10 HLFL
NDL Ventures share 3.37 Cr
Post-merger shares ≈ 140 Cr (Approx)
FY26 PAT: ₹491 Cr then EPS 3.5
At current NDL price ₹127 then PE ≈ 36x
Not cheap on current merger, but Future outlook is positive

[Kamaraj @mckamaraj]

#DANUBE INDUSTRIES

First tranche investment 😂

[Kamaraj @mckamaraj]

@ashishca13 They announced with in 30 days first tranche of investment. Tomorrow is 30th day. Let see this is only announcement or real.

[Kamaraj @mckamaraj]

@SECTOR_RES0123 Sales - 660 Cr
If OPM - 30%
Gross Profit - 198
PBT - 190
PAT - 144.50
EPS - 144.5/134 = 1.07
PE Estimate - 177

[Kamaraj @mckamaraj]

@SECTOR_RES0123 It is good stock. But valuation is too high. Don't blindly buy now.

FY27 Projection

Sales - 660 Cr
If OPM - 35%
Gross Profit - 231
PBT - 223
PAT - 169.50
EPS - 169.5/134 = 1.26
PE Estimate - 150

[Kamaraj @mckamaraj]

@reachanandl HLFL Result

[Kamaraj @mckamaraj]

#SPEL SEMICONDUCTOR

CFO abscond. Board removed from the post. Don't blindly name the name with the semi conductor.

[Kamaraj @mckamaraj]

@reachanandl 👍

[Kamaraj @mckamaraj]

@MacroMatrix1 Thiruvidaimarudhur VCK not contested. It's showing your exit poll predictions 😂

[Kamaraj @mckamaraj]

#SUPREME POWER EQUIPMENT

Total Order book - 520 Cr (Approx)

FY25 Sales - 145 Cr

Order Book ratio - 3.5x

Mcap - 394 Cr

One Single day order - 114 Cr (30% of Market cap)

Patience will reward here.

[RedboxGlobal India @REDBOXINDIA]

SUPREME POWER EQUIPMENT: CO WINS ORDER WORTH 114 CR RS || CO MCAP 380 CR RS - SME

[Kamaraj @mckamaraj]

@reachanandl CAMLIN FINE SCIENCES LTD not certainly 😄

[Kamaraj @mckamaraj]

#SUPREME POWER EQUIPMENT

UNIT II Production started

[RedboxGlobal India @REDBOXINDIA]

SUPREME POWER EQUIPMENT: CO STARTS PRODUCTION AT NEW KANNUR UNIT

[Kamaraj @mckamaraj]

@jayaraman418 30 seats kodunga

[Kamaraj @mckamaraj]

@tamiltalkies

[Kamaraj @mckamaraj]

@sumanthraman One is enough Thalaiva. If alliance party get more seats then DMK target that seats easily

[Kamaraj @mckamaraj]

@kumaranofficia

[Kamaraj @mckamaraj]

@sumanthraman It's always without batteries only

[Kamaraj @mckamaraj]

@Naga_tweetz Absolutely correct 👍