salman

Entrepreneur

[salman @sallu007]

#SSWL : A business can get fundamentally stronger while the stock becomes less attractive.
When valuations run ahead of sustainable earnings upgrades, the margin of safety erodes.
A better business doesn't necessarily mean a better investment at any price.
#sswl

[salman @sallu007]

@Salman_2911 3 things to monitor in concall today
(1) FY27 revenue guidance is raised above 22%
(2) the 14–15% EBITDA margin is restated for H2
(3) management explains why H1 profit did not turn into cash.

[salman @sallu007]

@nid_rockz What confusion😂
#sswl trading above Historical multiples but below industry peers

Management gave guidance of 240 cr pat but now markets are extrapolating 85-90 cr * 4 qtr or atleast I am wishing it plays that way

Hoping mngmt revised growth guidance

Btw #stockscans rocks

[salman @sallu007]

@SureshKBN @SureshKBN great business update from sswl

[salman @sallu007]

@ParthaAwe Overvalued a bit ..but you never know now that the narrative of carborundum being a data centre stock is being built ...it may never come down to your fair value ...if you know your risk's well then get in and move ahead with the momentum.
Sofc,semicon,ceramics SiC 5n,6n..

[Tejas Bansal | Equity Insights Elite @EquityInsightss]

This is what a black swan like event looks like

Policybazaar & Turtlemint are both down 20% today after IRDAI’s proposed changes to insurance distribution economics

One consultation paper comes out & the market can reprice the entire business model within minutes

[salman @sallu007]

@MithunSarkari Most African countries have banned raw shea seed exports because they want the processing done locally.

So Manorama is setting up its own companies in those countries to buy the seeds there, crush on site, export the finished butter.
Backward integration.

[salman @sallu007]

@Ramkuma66261700 I think the current order book won't be able to meet your expectations of 20% growth ..

[salman @sallu007]

@shiladitya4u Your view on current valuations ...seems over valued for now

[salman @sallu007]

@suru27 Hi sir
Don’t you think ev/ebidta hides a lot of pain which rk would be getting from high interest and depreciation costs
Should we not be aware of the true picture of dep and interest cost while valuing such companies

[salman @sallu007]

@MashraniVivek Which paid model of Claude do you have ?

[salman @sallu007]

@MithunSarkari The narrative that business in q4 got impacted by war and trump seemed manipulate

[salman @sallu007]

@BaluGorade @RahulGChawla I guess you have to have a travel business for eg like car rental business or transport business of that kind to claim the purchase as business expenses
Correct me if I am wrong

[salman @sallu007]

@Random_Wits @suru27 Kyun derate bhai ?

[salman @sallu007]

@soicfinance This is from 2025 annual report

[salman @sallu007]

@soicfinance Kavach margins can be lumpy
The lumpiness played out this quarter

[salman @sallu007]

@ishmohit1 @ishmohit1 bhai You are the best teacher I have ever had in my life. Hats off to you, sir. Keep up the good work..

[salman @sallu007]

Key things to track for #gpil #godavaripower results

[salman @sallu007]

"Our expectation is to reach beyond the expectations one can imagine"

The above lines are from the management in earnings concall

after these lines stock falls 15% from the top

#privispecialty #privi

[salman @sallu007]

@soicfinance #gpil me aisa kuch hoga

Analysts will instantly take that 50-day margin expansion, extrapolate it across a full 90-day quarter, and aggressively upgrade their Q1 FY27 earnings estimates.