Neeraj Agarwal

Investing for Longterm growth 📈,
15 yrs experience in Stock Market,
Ex-Accenture Consulting,
Alumni IIT Kanpur.
Only fundamentals analysis.
No recommendations.

[Neeraj Agarwal @Neeraj_Invests]

@IndiaPostOffice @JM_Scindia
Sir, I have registered my speed post parcel on 29th August IN969457228IN from Haridwar SO to Gaya HO. But, it is still stuck in Dehradun since 30th August with no update yet. Please help to check and update.

[Neeraj Agarwal @Neeraj_Invests]

#PGEL #PGElectroplast #Q1FY27

[Neeraj Agarwal @Neeraj_Invests]

#V2Retail #Q4FY26
Blockbuster growth in revenue with operating leverage
Revenue 801cr vs 50cr YoY
PBT 22cr vs 10cr
PAT 17.5cr vs 6.5cr

FY26
Revenue 3077cr vs 1891 cr
PBT 214cr vs 98cr
PAT 162cr vs 72cr

[Neeraj Agarwal @Neeraj_Invests]

#Zaggle #Q3Fy26

Zaggle Prepaid Ocean Services - Results

Excellent revenue growth both YoY and QoQ. Overall great results. 9m numbers showing 44% growth.

Revenue 525cr +56% YoY +21.5% QoQ
PBT 49.7cr +89% YoY +7.5% QoQ
PAT 37cr +88% YoY +6% QoQ

[Neeraj Agarwal @Neeraj_Invests]

#JSLL #Q3FY26
Jeena Sikho Lifecare ltd

Wow!!! Excellent growth on YoY & on QoQ basis despite a seasonally weak quarter. Overall excellent growth. 9m revenue of 590cr > 475cr in FY25.

Revenue 224cr +93% YoY +17% QoQ
PBT 89cr +401% YoY +13% QoQ
PAT 66.6cr +404%YoY +13.3% QoQ

[Neeraj Agarwal @Neeraj_Invests]

#IndiaShelter #Q3FY26
India Shelter Finance
Excellent growth in revenue in profitability with operating leverage in a tough environment.

Revenue 390cr +28% YoY +5.5% QoQ
PBT 160cr +28.6% YoY +11.8% QoQ
PAT 124cr +29% YoY +16.5% Qoq

[Neeraj Agarwal @Neeraj_Invests]

#V2Retail #Stocksplit
Stock split announced of 1:10 from FV of Rs10 to Rs1

[Neeraj Agarwal @Neeraj_Invests]

#V2Retail #Q3FY26

V2 Retail

Excellent growth in revenue and record profitability. Some exceptional item of 27cr in PBT. Overall great results

- Revenue 929cr +57% YoY +31% QoQ
- PBT 138cr +101% YoY +558% QoQ
- PAT +99% YoY +492% QoQ

[Neeraj Agarwal @Neeraj_Invests]

#Manorama #Q3FY26 Manorama Industries

- Revenue guidance revised from 1150cr to 1300cr
- CAPEX plan announced for 460cr
- De-bottle necking helped to increase capacity by 30% to 52,000 MTPA.

[Neeraj Agarwal @Neeraj_Invests]

#Manorama #Q3FY26
Manorama Industries

WoW!!! Excellent growth in revenue and profitability with operational leverage. Can't ask for more.

Revenue 374cr +75.5% YoY +15.5% QoQ
PBT 96cr +133% YoY +28.7% QoQ
PAT 72cr +137% YoY +31.7% QoQ

[Neeraj Agarwal @Neeraj_Invests]

#Vincofe #Q3FY26
Vintage Coffee
Excellent growth both YoY and QoQ.
Revenue 152cr +71% YoY +11% QoQ
PBT 25cr +85% YoY +28% QoQ
PAT 19cr +53% YoY +7% QoQ

[Neeraj Agarwal @Neeraj_Invests]

#AdityaVision #AVL #Q3FY26
Excellent pickup in revenue. Didn't get operational leverage but healthy growth on gross profit. Overall very good results.

Revenue 649cr +27.6%
Gross Profit 102cr +29.2%
EBITDA 53cr +13.8%
PBT 38cr +20.8%
PAT 27cr +12.8%

[Neeraj Agarwal @Neeraj_Invests]

#TARIL #Q3FY26 Results
Transformer and rectifiers ltd

Excellent growth in revenue and profitability. Q2 was an aberration.

Revenue 736 cr +32% YoY +60% QoQ
PBT 108cr +46% YoY +138% QoQ
PAT 76cr +37% YoY +103% QoQ

[Neeraj Agarwal @Neeraj_Invests]

Sky Gold and Diamonds to Accelerate Global Expansion; Targets Rs 30,000 Crore Turnover in 5 Years - Indian Retailer
#skygold https://t.co/g9O09ikGMp

[Neeraj Agarwal @Neeraj_Invests]

Source: Upstox
https://t.co/w8bcKCWvKX

[Niteen S Dharmawat, CFA @niteen_india]

Avadhut Sathe Sir FnO कि class चला रहे थे, पर खुद ही loss मे थे और शागिर्दो कि काट रहे थे... Sebi orders 601.38 cr disgorgement plus interest.
Order also mentions Avadhut & family incurred 6.19Crs loss over last 2 yrs in their trading accounts.

[Neeraj Agarwal @Neeraj_Invests]

#taril
Transformers and rectifiers - World Bank has removed the co from debarred list. Stock is up 10% circuit. Crazy!!!

[Neeraj Agarwal @Neeraj_Invests]

#PTCIL #Q2FY6
PTC Industries Limited - Results

Excellent revenue growth YoY as well as QoQ. Growth is gaining momentum. Profit is flat on YoY basis but has risen from Q1 since Q1 had exceptional loss. Company is still under the stage of setting up facilities so future should be much better.

- Revenue 124cr +72% YoY +28% QoQ
- PBT 23cr +4% YoY 153% QoQ
- PAT 18cr 5% YoY +250% QoQ

[Neeraj Agarwal @Neeraj_Invests]

@luck42224 You should read more about business. Think about what is their main product. Does it have any relation to weather where it may or may not sell ?

[Neeraj Agarwal @Neeraj_Invests]

#PGEL #Q2FY26
PG Electroplast - Results
Flattish revenue in a weak quarter marred by rains. Strong operational deleverage leads to falls in profits. Hopefully remaining part of the year would be better.
- Revenue 655cr vs 671cr
- PBT 6.3cr vs 30cr
- PAT 2.75cr vs 19cr

[Neeraj Agarwal @Neeraj_Invests]

#PGEL #Q2FY26
PG Electroplast - Concall updates
- Company's inventory & channel inventory still high
- Channel inventory of 1.5-2 million
- GST rate cut may help faster inventory clearance
- New norms might help with demand
- Pickup to start in December and Q4 should be better

[Neeraj Agarwal @Neeraj_Invests]

#PGEL #Q2FY26
PG Electroplast - Results
- FY26 revenue guidance of 17-21% revenue growth retained
- AC business decline 45% (20% revenue share)
- Washing machine growth 55%
- Forex loss of 8.2cr vs gain of 1cr
- Cash & equivalents at 630.
- FY26 CAPEX 700-750cr