Simpli Stocks

🇮🇳 Indian Stocks News
🤑 Stock Market Education
📉 Follow for Business & Finance
🎓 For Education Only | Not SEBI-Registered | No Stock Recommendation

[Vikalp Mishra @vklpm22]

Bajaj Consumer’s stock fell 11% despite good results.

Sales grew by 28% while PAT is up 85%. These is some pressure on margins because Light Liquid Paraffin (LLP) price has shot up 40% QoQ because of war.

#stockmakretnews #q1fy27

[Vikalp Mishra @vklpm22]

Here are 4 hidden small-cap monopoly stocks worth tracking👀

1️⃣ KDDL – 70-80% share in premium watch dials & hands.

2️⃣ Aditya Vision – 50%+ share in Bihar's electronics retail market.

3️⃣ Garware Hi-Tech Films – ~70% share in India's shrink film market.

4️⃣ Shivalik Bimetal Controls – ~80% share in domestic thermostatic bimetal/trimetal strips.

#StocksToWatch #stockmarketnews

[Vikalp Mishra @vklpm22]

Kalyan up 30% in 1-week. After such a long time.

As if Citi or someone gave CPR to Kalyan.😂

#Re_Rating_Stock #kalyanjewellers

[Vikalp Mishra @vklpm22]

Citi has put out a very bullish report on Kalyan Jewellers.

Now, as if whole market has woke up & decided, “Kalyan is a good stock!”

But anyways, this is a good vote of confidence. Might keep Kalyan in focus.

#kalyanjewellers #stockstowatch

[Vikalp Mishra @vklpm22]

As usual, TCS has announced bad numbers. 14% revenue growth looks good until you dig deeper & realise it is because of currency fluctuation.

#q1fy17 #tcs

[Vikalp Mishra @vklpm22]

Q1 Business Updates: 8 Companies That Reported Strong Numbers

The June quarter earnings season is gaining momentum.

Here are 8 companies from different sectors that released encouraging Q1 business updates and are worth tracking.👇
(1/9)

#StocksToWatch #StocksInFocus

[Vikalp Mishra @vklpm22]

PC Jewellers volumes have fallen YoY.

21% sales growth looks good because gold price has rallied. It has been pretty long since we are hearing about debt reduction.

Mgmt. should focus on growth & new store addition. Even Senco managed to do 38% SSSG growth.

#q1fy27 #stockmarkets

[Vikalp Mishra @vklpm22]

Q1 Retail Sector Overview

Volume | SSSG
(YoY Growth)

V2 Retail - 58% | 7.5%
Bazaar Style - 29% | 7%
V-Mart - 23% | 9%
Trent - 19% | NA
DMart - 15% | NA

FINANCIALS OVERVIEW

Small-Finance Banks
Advances | Deposits
(YoY Growth)

Capital - 22% | 16%
ESAF - 33% | 19%
Equitas - 27% | 10%
Ujjivan - 29% | 25%
Suryoday - 33% | 29%
AU - 26% | 24%
Bandhan - 16% | 7%

NBFCs
AUM | Disbursements
(YoY Growth)

SG Finserve - 82% | NA
CSL Finance - 15% | 5%
Bajaj Hsg. - 24% | 33%
M&M Finance - 12% | 21%
Bajaj Finance - 24% | 20%
L&T Finance - 28% | 36%
CreditAccess - 16% | 12%
Satin Credit care - 27% | 54%
Poonawalla Fincorp - 63% | NA
Aye Finance - 28% | 22%

#indianstockmarket #q1fy27

[Vikalp Mishra @vklpm22]

Most investors just look at sales & net profit growth, while other strengths go unnoticed.

Like here, Shivalik Bimetal has moat of precision, switching costs (client easily can’t move to competitor), & technical capabilities.

So a precision player growing at 25% rate is better than a low-margin textile business recording 30% growth.

#StockInFocus #indianstockmarket

[Vikalp Mishra @vklpm22]

4 small-cap stocks with strong near-term triggers that could remain in focus this year.

📌 GNG Electronics
📌 Aditya Vision
📌 Goldiam International
📌 Arman Financial

In this video, we break down their business models, Q4FY26 performance, management commentary, and the key catalysts that could drive growth over the coming quarters.

Watch the full analysis. 👇

#StockInFocus #StockToWatch

[Vikalp Mishra @vklpm22]

Kalyan is down 5% today because it reported somewhat weaker numbers to Titan.

In Q1, Titan’s sales grew by 41% whereas Kalyan did 38% despite being much smaller in size.

See that’s interesting about investing, on independent basis, someone will say Kalyan did well. But market looks comparatively.

#kalyanjewellers #q1fy27

[Vikalp Mishra @vklpm22]

Strong Q1FY27 Business Updates: 10 Stocks from Retail, EV, Jewellery NBFC & Banking Sectors

The June quarter earnings season has begun, and business updates are starting to come in. Here are 10 dtocks from my watchlist that reported encouraging Q1 updates and are worth tracking. 👇
(1/11)

#StocksInFocus #StockMarketIndia

[Vikalp Mishra @vklpm22]

Good Q1 update from V2 Retail. Sales grew by fantastic 58% YoY.

Same-store sales growth (SSSG) stood at 7.5%. Now there is a lot of talk around it. So I’ll share my opinion:

1. Mgmt.’s answer is new stores are dragging down SSG
2. ⁠Then there is also a counter-thesis that new stores on the contrary have higher SSG on a smaller base of sales of a new store (like how we see in Zota). So maybe there is indeed a slowdown.

I personally don’t have any problem with this SSG. Willing to support mgmt.

57 new stores were opened in Q1. So they can easily reach their 200 new store additions for this year.

V2 now has 381 stores across India.

#indianstockmarket #stockstowatch

[Vikalp Mishra @vklpm22]

4 small-cap stocks from our watchlist that continue to deliver strong business momentum:

📌GNG Electronics
📌Aditya Vision
📌Goldiam International
📌Armaan Financials

All four should report strong Q1 & Q2 numbers and could remain in focus going forward. In this video, we analyze their business models, financials, recent performance, and key management commentary to understand their future growth potential. Watch the full analysis

#stockmarketindia #stockalerts #q1fy26

[Vikalp Mishra @vklpm22]

For Ujjivan Small Finance Bank, disbursements (new loans) have fallen QoQ. But that’s completely fine. Q1 is seasonally weaker than Q4 for financials.

Important thing to note is that:
- There is growth on YoY basis
- ⁠Asset quality & collection efficiency continues to remain strong

So, I’m expecting good numbers from Utkarsh SFB, Arman, & CA Grameen; the 3 MFI players I closely track.

#q1fy26 #stockstowatch

[Vikalp Mishra @vklpm22]

Automobile Sector Overview

Q1 FY27 | Jun’26
(YoY Vol. Growth)

SML Mahindra: 10% | 3%
Hero Motocorp: 23% | -2%
Tata Motors CV: 27% | 35%
Maruti Suzuki: 29% | 19%
M&M: 22% | 34%
Atul Auto: 43% | 35%
Eicher Motors (RE): 24% | 27%
Eicher Motors HV: 15% | 29%
Ashok Leyland: 10% | 25%
Hyundai Motors: -1% | -16%
Ather Energy: 113% | 115%
Ola Electric: -26% | -20%
Force Motors: -3% | 24%
TVS Motors: 34% | 54%
Bajaj Auto: 29% | 28%

Ather has reported very good numbers for the June month also. And now, Delhi’s EV policy is another trigger.

Ather is going to be everyone’s favorite EV bet.

#q1fy27 #indianstockmarket

[Vikalp Mishra @vklpm22]

I get a lot of questions about the "perfect buying level" whenever I post a stock that's trading at an all-time high.

Personally, I don't mind buying at ATH. Here's why.

I usually start with a small allocation—around 0.5% to 2% of my portfolio. If the stock corrects 20%, I simply add more.

If it goes up another 20%, I'm already participating in the upside.

The key is to build your position gradually, not all at once.

If you like the business, don't overthink the entry price. Buy a small quantity and let the business decide whether it deserves a larger allocation over time.

#Q1FY27 #indianstockmarket

[Vikalp Mishra @vklpm22]

Cemindia Project is on 🔥

#stockalerts #breakout

[Vikalp Mishra @vklpm22]

All the tech stocks are gaining lost momentum. From CarTrade Tech. to Aurum Proptech.

CarTrade Tech - Automobile
Aurum PropTech - Real Estate
Yatra Online - Travel
Blackbuck - Logistcs

These 4 are very good proxy technology companies for these 4 sectors.

Except Zaggle. You’ll see Zaggle is not moving. Because troubles there are genuine.

#FIIBuying #StockPicks

[Vikalp Mishra @vklpm22]

SG Finserve starts Q1 with a bang!

Loan-book grew by 80% YoY & 16% QoQ against the guidance of 30% CAGR.

SG is in MSME financing where it provides working capital loans to suppliers of established co. like Tata, Adani, etc.

#stockstowatch #indianstockmarket