Vinay Kapoor

Finding something

[Vinay Kapoor @Sauravtmt]

@InvestorOfJAMMU Aagya firse jammu ke investors ko badnam krne. Sudhr jaa

[Vinay Kapoor @Sauravtmt]

Loved it ....

[StockScans By SOIC @stockscansin]

StockScans Weekly Newsletter Is Back
https://t.co/BFA3yItrBJ

[StockScans By SOIC @stockscansin]

"I can tell you from experience that attempting to bottom fish trying to buy a stock at or near its bottom will prove to be a frustrating and fruit-less endeavor."

~ Mark Minervini ( Trade Like a Stock Market Wizard )

[Vinay Kapoor @Sauravtmt]

@SECTOR_RES0123 Td power & kirloskar oil

[StockScans By SOIC @stockscansin]

Q4FY26 Results – Tata Consumer Products Limited

Rev. growth: 17.9% YoY & 6.3% QoQ
OP margins: 14.6% in Q4FY26 vs 13.5% in Q4FY25
PAT growth: 20.7% YoY & 21.9% QoQ

Result Highlights-
1. Tata Sampann grew 69% YoY in Q4 and 46% in FY26 with strong traction across staples and health-focused categories. The company also expanded into protein snacking with Protein Crunch Makhana and Hi-Protein Edamame.

2. Salt revenues grew 12% YoY in Q4 and 14% in FY26 with double-digit volume growth, while Tata Consumer gained 100 bps market share in Salt during the year.

3. E-commerce + Quick Commerce salience increased from 15% to 19% in FY26 with 62% growth, while Modern Trade grew 20%. Emerging channels like Food Services, Vending and Pharmacy are also scaling rapidly.

4. International business delivered 11% constant currency growth in Q4 led by the US Coffee business. Tata Starbucks added 23 net new stores during FY26, taking the total store count to 502 across 80 cities.

Management Commentary-
“We delivered strong broad-based growth across businesses with continued momentum in India Foods, RTD and premium innovation-led categories. Our growth businesses crossed the ₹4,000 crore revenue milestone while EBITDA margins expanded meaningfully, reflecting strong execution, innovation capability and improving scale efficiencies.”

Disc: Not a Buy/Sell Recommendation.
#Q4Results

[Vinay Kapoor @Sauravtmt]

@sunilgurjar01 https://t.co/82kFvp1Swn also

[StockScans By SOIC @stockscansin]

Indices with highest to lowest "Score Change 1M".

https://t.co/Uxo9T6V5y7

Disc: Not a Buy/Sell Recommendations

[StockScans By SOIC @stockscansin]

Q4FY26 Result Update:
"Q4 FY26 was a strong quarter for R R Kabel, marked by the highest ever quarter and annual revenue in the Company’s history. The performance reflects healthy demand, disciplined execution and continued trust in the R R Kabel brand.
The Wires & Cables business remained the key growth driver, delivering strong growth across domestic and export markets with healthy profitability despite volatility and challenges due to recent global conflicts. Export performance was particularly encouraging during the quarter."

Disc: Not a Buy/Sell Recommendations.
#stockscans

[Vinay Kapoor @Sauravtmt]

What an epic work you guyzz are doing in @stockscansin
Who is the main guy apart from @ishmohit1 .
Hell yess !!

[Avaada Group @avaadagroup]

As solar takes center stage globally, strategic policy and demand creation have become the ultimate catalysts for scale.
Mr. @TheVineetMittal at SBI CHAKRA, shares the journey from $3 per watt in 2010 to under 35 cents today.
This transformation was driven by strong policy frameworks, manufacturing ecosystems and long-term vision.
@TheOfficialSBI

[Vinay Kapoor @Sauravtmt]

Loving your results posting series

[StockScans By SOIC @stockscansin]

Concall Highlights - #Q4FY26

1. Massive runway intact (penetration story still day 0)
70–80M investors vs 500–600M transacting internet users → huge structural headroom.

2. Shift in acquisition funnel = quality over trading frenzy
New users entering via MF + ETFs (SIP-led), not F&O speculation.

3. F&O dependency reducing structurally: F&O penetration dropped from ~18% → ~10%.
ARPU recovery driven by MTF + commodities, not speculative spike.

Interesting Management Quotes:

1. “It feels like we can continue working for hundreds of more quarters… building wealth for our customers.”

2. “The acquisition funnel has shifted more towards mutual funds and ETFs.”

Read Full Transcript here: https://t.co/K8F3hQ1Pa4

Disc: Not a Buy/Sell Recommendations.

[The Indian Investor @Anvith_]

💊 Pharma Leads the Market Today

Nifty Pharma outperformed:
▪️ Nifty 50 → -0.84%
▪️ Nifty Pharma → +2.36%

Top movers:

Dr. Reddy’s → +8.87%
Piramal Pharma → +6.6%
Cipla → +5.72%
Glenmark → +4.82%
Laurus Labs → +3.09%
Mankind Pharma → +2.89%
IPCA Labs → +2.13%
JB Chemicals → +1.83%
Zydus Life → +1.81%
Lupin → +1.72%

Defensive rotation as macro tensions rise

🚫 No Recommendation

[Vinay Kapoor @Sauravtmt]

Waiting for this Stockscans is becoming go to for all market needs

[StockScans By SOIC @stockscansin]

Move from broad market scans → laser-focused company analysis

Just type “@” + company name + keyword
and instantly uncover what’s changing inside that business.
No noise. Only signal.

Try Now: https://t.co/s4zKgpFziX

[Vinay Kapoor @Sauravtmt]

Best investment you can do for yourself if following market is to subscribe @stockscansin premium.

And this coupon made it dirt cheap SCANSBDAY26

[Vinay Kapoor @Sauravtmt]

@nehanagarr India has finfluencer like you

[Vinay Kapoor @Sauravtmt]

@DolakpurKi Home state

[Vinay Kapoor @Sauravtmt]

He is mba chaiwala of investing IYKYKIYDYD

[Zafar Shaikh @InvesysCapital]

Bullish India 😬😆

[Vinay Kapoor @Sauravtmt]

Remember the chapal for enormous wealth

[Sumit Behal @sumitkbehal]

Coffee Can Portfolio has delivered 6% CAGR in 5 years

The famous portfolio of blue chip companies has underperformed Nifty by 4.75% with Relaxo delivering -65% returns

Lesson : Have Fun, Buying Quality Companies

[Vinay Kapoor @Sauravtmt]

True

[Dhanesh Gianani @dhanesh500]

Not Metals,
Not Energy,

The real index where alpha truly lies is the “Gujarat” Index

They don’t teach you this.

[Vinay Kapoor @Sauravtmt]

Feels like even small cap index top up was best decision instead of buying any chintu mintu