Snehadeep Aich

[Snehadeep Aich @sdaich53201]

Manorama industries ltd, stock is realy doing very good, sales growth increases, pat margin, ebitda margin both increases, company planning new capex which is more than double of current capacity, backward integration, overall superb💥

[Snehadeep Aich @sdaich53201]

V2 retail ltd q1fy27 sssg fell to 7.5 , but It is not concerning, beacuse in last few quarter, they aggressively open new stores , and new stores average sales in low compared to mature store, those new stores after will improve sales in few years , everything is ok .#v2retail

[Rajarshi Shome @shome_rajarshi]

V2 Retail reported a SSSG of 7.5% in the Q1 update.

V2 now has a lot more stores that enter the SSSG calculation than what it did in the past.

Let me try to explain.

The newer stores entering the SSSG calculation (just crossing 1 year) will drag down the SSSG of the older mature stores of 2+ years.

It is because the newer stores will have a lower monthly sales per square foot (Rs 750) compared to the older stores (Rs 1200) and there is a huge influx of newer stores entering the SSSG calculation.

It takes around 3-4 years for these newer stores entering the SSSG calculation to ramp up and reach PSF of around Rs 1200.

Thus the 7.5% SSSG number is fantastic. I feel they will do between 8-10% for the full year.

Opened 57 stores in Q1 and well on their way to opening 200+ stores in FY27 and taking the overall count to 525 after FY27.

Class business model.

[Snehadeep Aich @sdaich53201]

Comment about some stocks with huge growth guidence along with margin, ?

[Snehadeep Aich @sdaich53201]

@prabhakarkudva Let , Suppose a stock will have earning and profit growth visibility of 40 % for next 3 yrs , roce,roe= 20 ,but pe is 15 , will pe rerates in bull market if everything remains same ?

[Snehadeep Aich @sdaich53201]

Don't be panic , after few weeks war will be end, and you are getting good businesses at a cheap valuation, try to accumulate it #war #StockMarketCrash

[Snehadeep Aich @sdaich53201]

@AakashN50 Can I talk with you in video call?

[Snehadeep Aich @sdaich53201]

@shome_rajarshi Can you explain about efc(i) ltd they grow at 50 percent but npm down due to product mix change

[Snehadeep Aich @sdaich53201]

Only one video you need to learn about pe ratio
https://t.co/Nbvh0IPu0U

[Dr. Sheetal yadav @Sheetal2242]

पूरब झा ने आज सिर्फ कंटेंट के लिए वीडियो अपलोड नहीं किया - उन्होंने सच बोलने का साहस दिखाया।

जब कोई देश प्रदूषित हवा और गंदे पानी की समस्या से जूझ रहा हो, जब बलात्कारियों को जमानत पर रिहा कर दिया जाता हो जबकि वैज्ञानिकों को जेल में डाल दिया जाता हो,

और जब आवाज उठाने वाले किसी भी व्यक्ति को तुरंत "राष्ट्र-विरोधी" करार दिया जाता हो, तो आपकी चुप्पी ���ी एक "अपराध" बन जाती है।

यह वीडियो मनोरंजन नहीं है, यह एक चेतावनी है।

[Snehadeep Aich @sdaich53201]

@HirenpariGosai Stock name please

[Snehadeep Aich @sdaich53201]

Sejal glass ltd fy26 rev guidence = 400 cr
H1 total revenue= 180 cr
Margin improved , operating leverage also in favour
Pe ratio around 43
Sales growth guidence 60 percent #sejalglass #skygold

[Jeetz Filmworks @JeetzFilmworks]

ক্ষমতা যখন পিষে দেয় দূর্বলকে, তখন জন্ম নেয় অনন্ত — কেউ বলে বিপ্লবী, কেউ বলে ডাকাত!

This birthday, Superstar @jeet30 drops the #RoyalReveal as Ananta Singh in @nandy_movies x @JeetzFilmworks’ Keu Bole Biplobi Keu Bole Dakat.
A film by @basupathikrit
@tota_rc #pradipkumarnandy

[Ayush Marda @ayushmarda07]

Why Sky Gold Isn’t Getting Re-Rated Yet (Cash Flows + QIP Issue)

The biggest concern investors have about Sky Gold is that it isn’t cash-flow positive and recently did a QIP.

So the question is — why is there no re-rating?

The reason is simple: they always carry high inventory and high receivables.

Their inventory is gold, so cash flow doesn’t matter as much because they can liquidate it anytime.

This is why understanding the business model is very important.

You must know where cash flow matters and where it doesn’t — I’ve already taught this in Zero to Hero Masterclass ( first comment ), right ?

Receivables are high because this is a hyper-growth company growing over 50% on topline.

I don’t mind tight cash flows when a company is growing so fast.

When sales explode, receivables automatically rise — that’s how real businesses operate.

They had to do a QIP to fund working capital needs, because growth consumes cash and they don’t generate free cash flow yet.

I believe from FY27 onwards, we’ll start seeing cash flows in the business as:
the advance business scales, and
receivable days start falling.

If that happens, we will see massive re-rating, but you have to track it closely.

[Snehadeep Aich @sdaich53201]

around 35 cr, which is 78 percent of revenue.
And they have around 150 corporate, 50 corporate acquired in last month, if they archieved 500+ corporate, with cross selling that guidence is logically doable.

[Snehadeep Aich @sdaich53201]

emerald finance ltd q2fy26 revenue grew by 38 percent yoy (consolidated)
and profit grew by around 77 percent yoy (consolidated)

management guidence for fy27 32 -40 cr profit

but at this runrate fy26 profit will be around 14-15 crore.

investors are worried, can this stock ..

[Snehadeep Aich @sdaich53201]

archive their guidance or not .
my opinion: just listen their last concall, where management said our expense will not grow in proportion to our revenue, it's means that now in last year they did 22cr topline with 9cr bottomline,if they archive 50cr topline, bottomline will be

[Snehadeep Aich @sdaich53201]

@TheTradingwolf0 RMC switch gears

[Snehadeep Aich @sdaich53201]

@TusharrNagpal I don't think, if you listened their concall carefully,they said that in future their expenses will remain same ,means now their revenue is 7cr
And profit is 3.6cr , when they will do a revenue of 40 cr their profit will be 30 cr , + include cross selling

[Snehadeep Aich @sdaich53201]

Another blockbuster quarter for emerald finance ltd, q2fy26 revenue grew by 66 percent and profit grew by around 107 percent. #emeraldfinanceltd