Deepest Thanks

Unfold My Darkness || Momentum + Long-Term Investing View || Stock Analysis || Not SEBI Registered || I Share Unfiltered Updates - So Don’t Trust Me Blindly

[Deepest Thanks @ThanksDeepest]

I share mostly unfiltered updates, news, market activity, and occasional result breakdowns. These are not recommendations.

This space is more about tracking my process than building an audience. X (Twitter) is my personal research notebook (DeepTrack).

Do not rely on my posts blindly. Always do your own research before investing.

Content Overview:

1. Company Updates:
I mostly share positive developments and may skip negative news.
🔴Risk: Missing negative signals can be dangerous. Always verify both sides.

2. Quarterly Results:
I share result summaries and key highlights based on available data.
🔴Risk: May not cover complete financial context (including all negatives or one-offs). Always review full results.

3. Penny Stocks:
🔴Risk: Very high
Note: Highly volatile and prone to manipulation. Deep research is essential.

4. Illiquid Stocks:
🔴Risk: Very high
Note: Low volumes can make entry and exit difficult and impact prices.

5. Small-Cap Stocks:
🔴Risk: High
Note: High growth potential but volatile. Requires careful analysis.

6. Mid-Cap Stocks:
🔴Risk: Moderate
Note: More stable than small caps but still need due diligence.

7. Large-Cap Stocks:
🔴Risk: Relatively lower
Note: More stable, but fundamentals and valuations still matter.

[Deepest Thanks @ThanksDeepest]

Blue Jet Healthcare Limited – Signs non-binding MoU with Andhra Pradesh Economic Development Board for proposed ₹500 crore investment in a 50-acre API manufacturing facility, to be developed phase-wise.

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E2E Networks Limited – ICRA upgrades credit rating to A (Positive) from A- (Stable); H1 FY27 revenue grows 375% YoY to ₹380 crore, supported by ₹1,000 crore Sovereign AI contract.

https://t.co/gW8YFEZnkK

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Pricol Limited – Warburg Pincus to acquire 38.51% stake in Pricol Autotech for up to ₹1,663.07 crore.

https://t.co/HWHC0tXP5g

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Indo-MIM Ltd - Q2FY27 Results 👍

https://t.co/bnswILjjdM

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Fineotex Chemical Limited – Q2 FY27 Q2FY27 Results 👍

https://t.co/8bRHftPKyC

🔵 Consolidated revenue from operations ₹387.65 Cr, up 181.5% YoY.

✅ Consolidated PAT ₹44.55 Cr, up 70.8% YoY.

🔵 H1 revenue ₹764.28 Cr, up 178.1%.

✅ H1 PAT ₹92.75 Cr, up 81.5%.

🔵 Management reported H1 ROIC of 36.12%.

🔴 EBITDA margin declined to 15.23% from 21.34% YoY.

🔴 H1 operating cash flow negative ₹11.22 Cr.

🔵 Consolidated borrowings declined to ₹7.13 Cr; cash balance increased to ₹84.21 Cr.

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Pennar Industries Limited – Q2 FY27 Consolidated Total Income +11.9% YoY and +16.4% QoQ; PAT +17.0% YoY and +6.6% QoQ

https://t.co/9aVeO3DBJq

🔵 Total income ₹1,029.25 Cr; revenue from operations ₹1,015.80 Cr (+12.1% YoY, +16.7% QoQ).

✅ EBITDA ₹114.81 Cr (+21.6% YoY); EBITDA margin improved to 11.15% from 10.27%.

🔵 PBT ₹50.89 Cr (+24.3% YoY, +8.7% QoQ).

🔵 PAT ₹37.76 Cr (+17.0% YoY, +6.6% QoQ).

✅ Received orders worth ₹1,430 Cr across business verticals during the last three months.

🔵 Custom Designed Building Solutions revenue grew 21.1% YoY; Diversified Engineering segment result grew 23.1% YoY.

🔴 H1 operating cash flow declined to ₹29.68 Cr from ₹115.42 Cr.

🔴 Borrowings increased to ₹1,193 Cr; cash fell to ₹69.64 Cr. Inventory and receivables also increased.

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Om Freight Forwarders Limited - Q2FY27 Results 👍

https://t.co/72bKf24mXV

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@Rajubangya9211 Good

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Ludlow Jute & Specialities Ltd - Q2FY27 Results 👍

https://t.co/rSjbnetkQ3

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IFGL Refractories Limited – Q2FY27 Results 👍👍👍

https://t.co/xxJgiaAmJo

Q2 FY27 Revenue +13.2% YoY and +8.0% QoQ; PAT +102.7% YoY and +50.8% QoQ

🔵 Consolidated revenue ₹553.14 Cr (+13.2% YoY, +8.0% QoQ).

✅ Consolidated PAT ₹25.72 Cr (+102.7% YoY, +50.8% QoQ).

✅ PBT ₹34.03 Cr (+103.8% YoY, +47.1% QoQ).

🔵 H1 revenue ₹1,065.51 Cr (+13.0% YoY); PAT ₹42.78 Cr (+82.0%).

✅ Europe segment turned profitable at ₹0.89 Cr versus a ₹7.36 Cr loss YoY. America segment result rose 90% YoY to ₹10.60 Cr.

🔵 Indicative EBITDA proxy ₹48.85 Cr; margin improved to 8.83% from 7.77% YoY and 7.22% QoQ.

✅ H1 operating cash flow improved to ₹68.39 Cr from ₹7.87 Cr.

🔴 Part of PAT growth benefited from the cessation of goodwill amortisation; receivables and inventory increased. ₹8.32 Cr income-tax matter remains under appeal.

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RACL Geartech Limited – Q2FY27 Results 👍

https://t.co/tuo1MEU3Kr

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Manipal Health Enterprises Limited – Q2FY27 Results 👍

https://t.co/BeWVp6pV6K

Press Release

https://t.co/OJFLUf082N

Q2 FY27 Revenue +37.3% YoY and +10.0% QoQ; EBITDA +29.8% YoY and +17.8% QoQ

🔵 Revenue ₹3,399 Cr; EBITDA ₹882 Cr. EBITDA margin 26.0%, down 150 bps YoY but up 180 bps QoQ.

🔵 Reported PAT ₹285 Cr (-10.3% YoY, +17.1% QoQ), impacted by ₹95 Cr exceptional expenses.

✅ PAT excluding exceptional items ₹380 Cr (+21.6% YoY, +46.7% QoQ).

✅ Inpatient volumes +35% YoY; outpatient volumes +27.2%; occupancy improved to 70.1% from 68.5%.

✅ Sahyadri contributed ₹375 Cr revenue and ₹73 Cr EBITDA in Q2; EBITDA margin improved to 19.5% from 17.5% in Q1.

🔵 H1 revenue ₹6,490 Cr (+37.7%); EBITDA ₹1,631 Cr (+28.2%).

✅ H1 operating cash flow ₹1,192 Cr; net debt excluding lease liabilities stood at ₹343 Cr.

🔴 EBITDA margin remains below last year; ongoing hospital expansion requires significant capital investment.

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Medicamen Biotech Limited – Q2FY27 Results 👍👍👍

https://t.co/l7aDCQkIHQ

Q2 FY27 Consolidated Revenue +15.3% YoY and +14.5% QoQ; PAT +94.8% YoY and +123.1% QoQ

🔵 Consolidated revenue ₹54.83 Cr (+15.3% YoY, +14.5% QoQ).

✅ Consolidated PAT ₹4.12 Cr (+94.8% YoY, +123.1% QoQ).

✅ Indicative consolidated EBITDA proxy margin improved to 15.5% from 9.3% QoQ and 10.5% YoY.

🔵 H1 consolidated revenue ₹102.73 Cr (+19.9%); PAT ₹5.96 Cr (+60.6%).

✅ Operating cash flow was positive at ₹13.55 Cr; consolidated borrowings reduced to ₹40.69 Cr from ₹47.78 Cr in March 2026.

🔴 Standalone PAT declined 7% QoQ to ₹2.35 Cr, despite revenue growth of 6.1% QoQ.

Overall: Strong consolidated earnings recovery, improving margins and debt reduction.

[Deepest Thanks @ThanksDeepest]

Manaksia Ltd - Q2FY27 Results 👍

https://t.co/7gU4xligk8

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IZMO Limited – Q2FY27 Results 👍

https://t.co/LldiTrWWKl

Q2 FY27 Revenue +10.4% YoY and +1.5% QoQ; Adjusted PAT Shows 32.7% YoY Growth Excluding Other Income

🔵 Consolidated revenue ₹66.35 Cr (+10.4% YoY, +1.5% QoQ).

🔵 Reported PAT ₹12.50 Cr (-0.5% YoY, +2.5% QoQ).

✅ Excluding other income of ₹1.74 Cr, indicative adjusted PAT was ₹10.76 Cr, up 32.7% YoY but down 9.2% QoQ.

✅ H1 revenue ₹131.73 Cr (+13% YoY); PAT ₹24.69 Cr (+33%).

🔵 Added 107 clients in the US and 13 in Europe, including the UK.

Overall: Underlying profitability appears stronger than reported PAT growth suggests, but sequential adjusted profit declined. Monitor overseas subsidiary performance and cash conversion.

[Deepest Thanks @ThanksDeepest]

Yuken India Limited – Q2FY27 Results 👍

Q2 FY27 Revenue +42.5% YoY and +19.4% QoQ; PAT +36.2% YoY and +33.8% QoQ

https://t.co/EjQmqJrK6B

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ECOS (India) Mobility & Hospitality Limited - Q2FY27 Results 👍👍

–https://t.co/lXoDAW8fJU

Q2 FY27 Revenue +9.5% YoY and +10.9% QoQ; PAT +21.4% YoY and +21.9% QoQ

🔵 Consolidated revenue ₹234.51 Cr (+9.5% YoY, +10.9% QoQ).

✅ PAT ₹17.73 Cr (+21.4% YoY, +21.9% QoQ); PBT ₹23.76 Cr (+22.4% YoY, +24% QoQ).

✅ Indicative EBITDA proxy ₹27.95 Cr; margin improved to 11.92% from 10.34% QoQ and 11.47% YoY.

✅ H1 revenue ₹445.88 Cr (+12.8%); PAT ₹32.28 Cr (+15.7%).

🔵 Almost debt-free on bank borrowings; cash and other bank balances together stood at approximately ₹24.95 Cr.

🔴 H1 operating cash flow declined to ₹10.95 Cr from ₹20.59 Cr last year; receivables increased to ₹111.46 Cr.

[Deepest Thanks @ThanksDeepest]

3B Blackbio DX Ltd - Q2FY27 Results 👍

https://t.co/StS6nskjXe

Q2 FY27 Revenue +42.4% YoY and +44.2% QoQ; PAT +19.8% YoY and +100.7% QoQ

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Marsons Ltd - Q2FY27 Results 👍👍👍

https://t.co/AVwQXpkOhb

Q2 FY27 Revenue +61.4% YoY and +96.0% QoQ; PAT +44.7% YoY and +124.4% QoQ

🔵 Revenue ₹96.55 Cr (+61.4% YoY, +96.0% QoQ).

✅ PAT ₹13.31 Cr (+44.7% YoY, +124.4% QoQ).

✅ H1 revenue ₹145.82 Cr (+36.5% YoY); PAT ₹19.23 Cr (+11.7%).

✅ Indicative EBITDA proxy ₹18.68 Cr; margin improved to 19.35% from 14.33% YoY.

🔵 Borrowings remain low at approximately ₹1.05 Cr.

🔵 Declared first interim dividend of ₹0.05 per share; record date 20 November 2026.

[Deepest Thanks @ThanksDeepest]

Syncom Formulations (India) Ltd - Q2FY27 Results 👍👍

Q2 FY27 Revenue +16.8% YoY and +13.2% QoQ; PAT +60.5% YoY

https://t.co/HhsS0RqCiR

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Filatex India Limited - Q2FY27 Results 👍

https://t.co/LUTwSc3wZj

₹690 Cr Growth Transformation; ECOSIS Recycling Project Targets ₹75–80 Cr Annual EBITDA

🔵 Q2 FY27 revenue ₹1,304.19 Cr (+21.2% YoY, +13.9% QoQ).

🔵 EBITDA ₹91.03 Cr (+2.4% YoY, +16.8% QoQ); PAT ₹53.48 Cr (+12.4% YoY, +8.8% QoQ).

🔴 EBITDA margin declined to 6.98% from 8.27% YoY, while sales volume fell 8.3% YoY.

✅ ₹690 Cr growth transformation programme across five projects.

✅ ECOSIS: ₹300 Cr investment, 27,000 TPA textile-to-textile recycling capacity; targets ₹75–80 Cr annual EBITDA at steady state.

✅ PFY expansion: ₹235 Cr capex, adding 55,000 TPA; targets ~₹60 Cr annual EBITDA.

✅ Renewable energy: ₹30 Cr investment, targeting ₹18–20 Cr annual savings.

🔵 Steam distribution: ₹85 Cr capex, targeting ₹60–65 Cr annual EBITDA.

🔵 MoUs with Decathlon India and American & Efird Global for recycled polyester trials.

Investor Presentation
https://t.co/WJeIBgke1S