The Learner

Ride the Trend. Master the Momentum. Stay a Learner | Market Insights | Views are personal and educational only. | Not SEBI Regd.

[The Learner @uday_cbo]

https://t.co/uCfpR2RSg2

[Vivek Bajaj @vivbajaj]

The Vada Pav That Reminds Me of My Mumbai Journey!

I came to Mumbai in 2001 as a young boy, starting my career as a management trainee. I travelled in local trains, learned to survive the pace of the city, and slowly began to understand what life was all about.

Looking back, I feel those local train journeys did much more than take me from one place to another. They taught me resilience. They taught me patience. And most importantly, they made me believe that if I could handle the challenges of Mumbai, I could handle the tough journeys that life would throw at me.

In many ways, Mumbai made a man out of the boy who came here in 2001.

And somewhere in that journey, Vada Pav became a part of my story.

I returned to Mumbai in 2005 after completing my MBA. This time, my profile was different, my confidence was different, and I was looking at the city from a different perspective.

But one thing remained unchanged, the humble Vada Pav!

Eventually, I returned to Calcutta, but Mumbai never really left me. Even today, I travel to Mumbai almost every month. In my heart, I have always remained a Mumbaikar.

The journey has changed. From a management trainee travelling in local trains to an entrepreneur building businesses, the distance travelled has been significant.

But every time I see a Vada Pav, it takes me back to those days. It reminds me of the boy I was, the dreams I carried, and the struggles that shaped me.

Perhaps that is the real beauty of Mumbai. It doesn't just give you opportunities to build a career. It gives you the courage to build a life.

And I believe this is the story of so many entrepreneurs who came to Mumbai with dreams, worked through their struggles, and eventually built something meaningful.

We may have different stories, different businesses and different definitions of success.

But somewhere, many of us share the same journey and perhaps, the same Vada Pav!

The journey changes. The success changes. But the Vada Pav story remains the same!

[The Learner @uday_cbo]

@_anujsinghal Initiatives??🤔

[The Learner @uday_cbo]

Hospital stocks under pressure: #Apollo, #Yatharth, #Fortis, #Max drop up to 7%
https://t.co/l1FiSmTYDe

[The Learner @uday_cbo]

#BALRAMCHIN
Good pullback move in most of the #Sugar Stocks from support zone.... Should be on your watchlist.

[The Learner @uday_cbo]

@ent_wala Equitas Small Finance Bank is currently showing a beautiful rounding pattern on the chart.

[The Learner @uday_cbo]

🙏Ganapati Bappa Moraya 📷 Mangalmurti Moraya 📷

[Shree Siddhivinayak Ganapati Temple Trust @SVTMumbai]

🙏 गणपती बाप्पा मोरया 🌺मंगलमूर्ती मोरया 🙏२१/०८/२०२६
🙏Ganapati Bappa Moraya 🌺 Mangalmurti Moraya 🙏21/08/2026

[The Learner @uday_cbo]

#PREMIERPOL worth to study ahead.
Moat: Dominant player in custom vinyl flooring, PVC sheets & artificial leather for Indian Railways, auto & defence.
Growth Catalysts: Multi-year capex expansion for high-margin synthetic leather; zero-debt balance sheet with strong ROE (>20%).

[The Learner @uday_cbo]

@MotaAmbaji जय मां अम्बा जी🙏🏻🙏🏻

[Mota Ambaji Borivali @MotaAmbaji]

*Mota Ambaji, Borivali East*
#motaambajiborivalieast #mumbai
19/08/2026

श्रावण शुक्ल पक्ष ७

विक्रम संवत् २०८३

https://t.co/XReXJvuAt4

[The Learner @uday_cbo]

Top 5 Gainers Sectors:
Nifty Realty: +3.4%;
PSU Bank: +3.0%;
IT: +1.9% (सॉफ्टवेयर और सर्विसेज में रिकवरी);
Energy / Oil & Gas: +1.3%;
Metals: +1.4% Gain.
Top 5 Underperforming Sectors Pharma: +0.07%;
Auto: +0.7%;
FMCG: -0.08%;
Financial Services: +1.32%;
Media: +0.10%

[The Learner @uday_cbo]

"सिंहासनगता नित्यं पद्माञ्चित करद्वया।
शुभदास्तु सदा देवी स्कन्दमाता यशस्विनी॥"
"जो सदैव सिंह के आसन पर विराजमान रहती हैं, जिनके दोनों हाथों में कमल सुशोभित हैं, वे यशस्विनी देवी स्कन्दमाता हमारे लिए हमेशा शुभदायी हों।" 🙏

[The Learner @uday_cbo]

@InvestRepeat Not only increased,
Decreased also

[The Learner @uday_cbo]

#MFSL 1734
Max Financial Services Ltd.
Q3 Result
Net Profit: ₹36.5 CR ⬇️35% YoY, ⬆️787% QoQ
Premium Income: ₹9,491 CR ⬆️18% YoY, ⬆️7% QoQ

[The Learner @uday_cbo]

#Sakar Sakar Healthcare Ltd
CMP - 434 MCap₹ 967 Cr
Stock P/E 38.4 Ind Avg. 29.32
Rev at 70cr vs 43cr, Q2 at 58cr
PBT at 11cr vs 5.4cr, Q2 at 5.3cr
PAT at 10cr vs 4.5cr, Q2 at 4.5cr
Good QoQ and YoY across all parameters.

[The Learner @uday_cbo]

#ASTRAL Astral Ltd. #Q3Results
CMP - 1503 MCap: ₹ 40,394 Cr
P/E 70.2 Industry P/E 22.08
Net Profit: ₹107.7 Cr ⬇️ 6% YoY, ⬇️ 20% QoQ
Revenue: ₹1,541.5 Cr ⬆️ 10% YoY, ⬇️ 2% QoQ
EBITDA: ₹237.3 Cr ⬆️ 8% YoY, ⬇️ 8% QoQ
Margins: 15.39% ⬇️ vs 15.71% YoY, ⬇️ vs 16.28% QoQ

[The Learner @uday_cbo]

#DLINKINDIA D-Link Ltd. Q3 RESULT
CMP - 412.55 MCap: ₹ 1,465 Cr.
P/E 14.1 Industry P/E 22.49
Net Profit: ₹26.5 Cr ⬆️ 1% YoY, ⬆️ 5% QoQ
Revenue: ₹393.5 Cr ⬆️ 19% YoY, ⬆️ 5% QoQ
EBITDA: ₹34.4 Cr ⬆️ 3% YoY, ⬆️ 5% QoQ
Margins: 8.73% ⬇️ vs 10.08% YoY, ↔️ vs 8.74% QoQ

[The Learner @uday_cbo]

#WABAG VA Tech Wabag Q3 RESULT
CMP - 1186
MCap: ₹ 7,388 Cr. P/E 21.4 Industry P/E 19.95
Net Profit: ₹91.7 Cr ⬆️ 31% YoY, ⬆️ 8% QoQ
Revenue: ₹961.3 Cr ⬆️ 19% YoY, ⬆️ 15% QoQ
EBITDA: ₹121.5 Cr ⬆️ 21% YoY, ⬆️ 36% QoQ
Margins: 12.64% ⬆️ vs 12.38% YoY, ⬆️ vs 10.70% QoQ

[The Learner @uday_cbo]

#SFL Sheela Foam Ltd Q3: CONS CMP - 607.10
Net Profit: ₹52.13 CR ⬆️ 212% YoY, ⬆️ 440% QoQ
Revenue: ₹1,074 CR ⬆️ 11% YoY, ⬆️ 23% QoQ
EBITDA: ₹114.43 CR ⬆️ 30% YoY, ⬆️ 32% QoQ
Margins: 10.65% ⬆️ Vs 9.11% YoY, ⬆️ Vs 9.91% QoQ

[The Learner @uday_cbo]

#MPSLTD Q3: CONS
Net Profit: ₹35.50 Cr ⬇️ 13% YoY | ⬇️ 36% QoQ Revenue: ₹182.49 Cr ⬇️ 2% YoY | ⬇️ 6% QoQ EBITDA: ₹57.58 Cr ⬇️ 5% YoY | ⬇️ 5% QoQ
EBITDA Margin: 31.55% vs 32.38% (YoY) ⬇️ | 31.55% vs 31.10% (QoQ)
PE of 16.66 industry average of 13.34 It's richly valued.