Pure Bong,interested in stock market,gold coin deal,Bookworm,animal lover.political cartoon lover.Believe in MA MAHA KALI. Humanity comes first then Religion.
🚨PROMOTERS ARE BUYING HEAVILY ‼️
🗽These 10 Stocks Just Got Massive Stake Hikes (Up to 13.33%)🚀
💰PROMOTERS JUST LOADED UP♨️
A Mega 🧵 Thread 🧵👇👇👇👇
1 . Aster DM Quality Care Ltd 🔖
#asterdm
73% CAGR GUIDANCE for next 3 years - Krishival foods
Company is targeting 73% revenue CAGR for next 3 years BUT PROFITABILITY does matter that's why one need to track Dry fruit business closely while the ice cream business is toh doing really greatt
Great company to play on India's Ice cream segment since the market is set for 3-4x growth in next 8 years
Detailed Analaysis :
1/ The foundation: Nuts & Dry Fruits (since 2014)
They source raw nuts internationally, process & enhance them (crispiness, packaging), and sell through two channels:
→B2B: Clients include Haldiram's & Om Namkeen →B2C: Distribution chain + online platforms
→ Exports to Singapore
The industry grows at 8-9% CAGR.
— 2/ The capacity play nobody's talking about
Current capacity: 20 MT/day
Utilization FY26: 7 MT/day
Target FY27: 11.5 MT/day (+60% jump)
Target FY29: 40 MT/day
This is a 4x capacity expansion in 3 years.
Needs RIGOUROUS tracking since Q2 & Q3 are most important for nuts business
— 3/ The REAL game: Melt n Mellow 🍦
They acquired this regional Maharashtra ice cream brand and completely transformed it.
189+ SKUs
34,000+ retail outlets
230% growth in Q1FY27
— 4/ The freezer rollout tells the whole story:
FY26: 3,700 deep freezers
Today: 17,280+ deep freezers
FY27 target: 26,500+ deep freezers
Distribution is the moat in ice cream. They're building it aggressively.
— 5/ The peak revenue potential: Plant capacity:
1,00,000 litres/day Target: 100% utilization by Q1 FY29 Peak revenue potential: ₹600 Cr
GUIDANCE :
FY27 : 50% Revenue growth & 50% Pat growth
FY29 : 1500 Cr revenue (73% cagr)
NEEDS RIGOUROUS TRACKING
Disclaimer : Not a buy/sell call. ONLY for educational purposes
"We are the largest pan-India multispecialty hospital network by bed capacity."
That's Manipal Health's pitch for its ₹9,275 crore IPO.
The claim is true. But the RHP hides a harder story: this raise isn't about building hospitals. It's about cleaning up after buying them. ..🧵
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🧵𝗖𝗗𝗦𝗟 𝘃𝘀 𝗡𝗦𝗗𝗟 — 𝗜𝗻𝗱𝗶𝗮’𝘀 𝗛𝗶𝗱𝗱𝗲𝗻 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗚𝗶𝗮𝗻𝘁𝘀
🇮🇳 Most people talk about stocks…
But very few understand the backbone of the stock market 👀
Meet India’s duopoly:
• Central Depository Services (India) Limited (CDSL)
• National Securities Depository Limited (NSDL)
These companies don’t trade stocks…
👉 They store them
Let’s break it down 🧵👇
Top Stocks Added by Mutual Funds in June Month
✅Parag Parikh Flexi Cap Fund
✅Helios Flexi Cap Fund
✅Bandhan Small Cap Fund
✅Quant Small Cap Fund
A Thread.....🧵👇