Aakash Jha
@AakashJha_AJ
Followers
2,365
Following
80
Media
478
Statuses
1,117
Investor | Equity Analysis | Business Research. Views are personal and are not recommendations.
New Delhi, India
Joined December 2014
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Florida
• 320642 Tweets
Oakland
• 126067 Tweets
Giants
• 122591 Tweets
#虎に翼
• 113090 Tweets
高市さん
• 110613 Tweets
Lali
• 80025 Tweets
Angela
• 72861 Tweets
Peñarol
• 66915 Tweets
Cowboys
• 63444 Tweets
Racing
• 55887 Tweets
Yankees
• 51401 Tweets
Flamengo
• 34785 Tweets
Nabers
• 32784 Tweets
クック先生
• 28511 Tweets
#ドンシェルジュ
• 18411 Tweets
Food Bank
• 17686 Tweets
Ram Rahim
• 16510 Tweets
Chelsie
• 14021 Tweets
#DALvsNYG
• 13544 Tweets
Daniel Jones
• 13187 Tweets
Height Of Injustice
• 11580 Tweets
XCRY CON FANTA
• 11159 Tweets
#يوم_Iلجمعه
• 10896 Tweets
トルコ国籍の男
• 10851 Tweets
Rubina
• 10257 Tweets
Pinned Tweet
I will begin the concall analysis series today.
There are companies within my watchlist whose results I couldn't cover . My goal is to analyze their concalls to better understand their outlook, management’s strategy, and financial performance.
The companies I plan to cover
6
4
34
Concall Analysis Of Sky Gold - The Undervalued Jewellery Stock
>Production capacity increased to 349 kg per month from 270 kg per month
>Export contribution increased to 11%
>The revenue of the two acquired companies will grow 4x in the next two years
>Forward PE calculation
5
30
139
Nuvama Wealth - Best Player In The Wealth Management Space
Following are the key highlights of the result:
1. Revenue grew 51% YOY
2. Client assets in the wealth management business grew 50% YOY
3. Margins improved to 50%
4. Net profit more than doubled to 181 cr
5. A total of
1
19
124
Some value + growth deals I'm interested in:
1. Poonawalla Fincorp
2. CA Grameen
3. Nuvama Wealth
4. Motilal Oswal Financial Services
5. India Shelter Finance
6. Five-Star Business Finance
7. Senco Gold
8. Yatharth Hospital
9. Delton Cables
10. Paramount Communications
11. Jana
Market Mood Index (MMI):
From 79 ~ 15
Back to the Extreme Fear Zone
This is the time to look for bargain opportunities
#investing
#stockmarkets
5
1
51
10
26
124
AngelOne is no longer just a broking play. The company is very well progressing towards becoming a Fintech player.
I see no other player even coming close to AngelOne. With a 60% growth engine, 40% ROE, and industry-leading client acquisition and retention numbers in this
13
19
107
The cheapest NBFC stock among the top performers - IIFL Finance
6
9
94
The stock of Motilal Oswal is up 3x in one year. Unfortunately, retail investors often see this chart as an indicator of future returns. They believe that if a stock has risen this much, it's more likely to fall in the coming weeks.
You don't make money in the stock market by
3
5
83
My inspiration🙏
I’ve never met him personally, but since I started learning from and working with him, I’ve never been the same person. My confidence has grown 100x. More than just skill sets, he taught me the right attitude toward life. This is the kind of impact this man can
I have over 27000 followers on X and a total of 50000 across platforms.
I will never argue with a worm who is trolling me.
The worms have no followers. Nobody listens to them. Nobody cares about them.
It is a waste of my time and energy to respond to their criticism.
They
30
2
105
3
2
63
The most painful part for an investor is when the business continues to perform strongly quarter after quarter, but the stock continues to trade at lows.
No matter how confident you are about the business prospects, this level of underperformance hurts every investor.
The
2
3
52
Concall Analysis Of Nuvama Wealth - The Best Player In The Wealth Management Space
4
12
46
Motilal Oswal Financial Services Q4FY24 Result Analysis.
>Another Interesting Player In The Wealth Management & Broking Space.
>Business Model
>Competing Against Digital Brokers.
> Re-structuring The Group.
>Better Deal Than Nuvama And 360 One?
2
6
47
Today, If you asked me to choose one bank from the mid-cap space, I would blindly choose IDFC First Bank. And the bank is proving again and again that they are the best choice available for a moderate kind of an investor at the moment.
Their loan book grew 25% YOY
Deposit book
4
5
38
Angel One - Q1FY25 Result Analysis
>Success Of IPL Sponsorship
>Robust Client Acquisition
>Market Share Gain Across Segments
>Impact Of SEBI's New Circular
0
8
37
RBZ Jewelers - A High Growth Microcap Player
>Volume driven model
>Marquee clients like Titan, Senco, Malabar, Joylukkas
>Looking to increase the capacity by 5-6x
>Forward PE is just 17-18
4
4
37
Q1FY25 Result Analysis Of Yatharth Hospital - The Best Hospital Stock
3
5
34
Kalyan Jewelrs - The Best Player In The Jewelry Space?
The Company has announced its Q4 FY24 result and following are the key highlights of the result:
1. Revenue from India grew 38% YOY
2. Consolidate revenue grew 34% YOY
3. Stud Jewelry contribution in total revenue increased
1
3
33
I’ve recently started tracking the consumer durable manufacturing sector.
The sector has very strong growth prospects, with an expected CAGR of 24% until FY27. Government policies such as BIS certification and the PLI Scheme are driving this impressive growth.
I’ve identified
2
5
34
The capital market segment of Nuvama isn’t directly linked to trading volume, making it less volatile and resulting in greater predictability of revenue for this segment.
It comprises three businesses:
Asset Services: Acting as a custodian for institutional investors.
1
3
33
Senco Gold - The Best Jewelry Stock
The company recently announced its Q4 FY24 result and following are the key highlights of the result:
1. Revenue grew 40% YOY
2. Margins stable at 8%
3. Net profit grew 24% YOY
4. Opened 23 new stores during the year, taking the total
2
3
30
List of companies whose concalls I will start covering from tomorrow. Additionally, I am considering covering PB Fintech, Honasa Consumer, and Zomato starting from this quarter, following the concall analysis of these companies.
I've already covered the concall analysis of
2
2
30
Q1FY25 Concall Analysis Of Yatharth Hospital - Still A Re-rating Opportunity?
>Fardibad Hospital Seamlessly Integrated
>Improvement In ARPOB Driven By Noida Extension And Jhansi Hospital
>Will Expand Total Bed Capacity To 2800 By FY28
1
3
30
Concall Analysis Of Narayana Hrudayalaya - The Low-Cost Model In The Hospital Space
>Highest Ever Revenue And Profitability Margins In FY24
>Number Of Discharges De-grew On Account Of Higher Base In FY23
>Delhi NCR Will Be The Main Focus Area For Expansion Along With Bangalore
1
5
28
Business Model & Concall Analysis Of Epack Durable
>AC business grew 82% YOY
>Planning to launch fully automated washing machines in Q3
> The Sri City plant is operating at 40-50% utilization which will increase to 80-90% next year
>Targeting 45% growth in FY25
I’ve recently started tracking the consumer durable manufacturing sector.
The sector has very strong growth prospects, with an expected CAGR of 24% until FY27. Government policies such as BIS certification and the PLI Scheme are driving this impressive growth.
I’ve identified
2
5
34
2
3
30
Analysis On SMC Global - An Undervalued With High Growth Model
5
4
28
Vaibhav Global & Sky Gold - The Best Stock In The Jewelry Space
>Business Model Analysis
>The Most Unique Model In The Jewelry Space
>Make In India And Market In Western Countries
>High Growth Model In The Jewelry Space
>4 Factors Driving Growth
>Targeting 3x Growth
0
4
27
Why Is Angelone's Stock Fell Today?
What To Do With With Angelone's Stock?
2
4
28
Disappointing numbers from IDFC First. PAT has consistently declined over the last two quarters, with no reward for shareholders.
Yes, undoubtedly, they’ve done a fantastic job over the last 5-6 years. They’ve literally built a strong bank from scratch.
Another impressive
3
2
28
KEI Industries - A Good Business But A Bad Stock?
The company has recently announced its Q4FY24 result and following are the key highlights of the result:
1. Revenue grew 19% YOY.
2. Margins improved to 11.20% from 10% last year.
3. Net profit grew 23% YOY.
4. CAPEX was almost
0
1
27
Homefirst Finance Vs A Hidden Gem In The Housing Finance Industry (India Shelter Finance)
Which One Is Better?
4
3
27
Concall Analysis Of Focus Lighting - A 35% Growth Model
>Continuing innovation will ensure that growing at 30-35% is not a problem.
>Coming up with a technology in retail that will make recycling very easy
>Will enter the trade segment soon
2
3
26
Angelone posted solid numbers in its Q4 business update.
The client base is growing at a strong pace of 64%, while the acquisition engine is performing exceptionally well, showing 97% growth in gross client acquisition on a higher base. It seems that IPL spending is benefiting
4
2
26
Q1FY25 Concall Analysis On Focus Lighting & Fixtures
>Planning to get a patent in China for new products
>Receivables are expected to be at a comfortable level by Sep-Oct
>Management's view on the sharp fall in the stock price
1
2
26
Concall Analysis Of Yatharth Hospital - The Best Hospital Stock
>Will continue acquiring at least one new hospital every year until FY26.
>Confident in sustaining the current growth rate
>Target is to increase the ARPOB by increasing the share of specialty treatments.
1
5
25
Concall Analysis Of Sky Gold - The Fastest Growing Player In The Jewelry Space
>Long term Vision is to become the largest jewelry manufacturing company
>Will continue to nurture the partnership with existing marquee clients like Kalyan, Senco, Malabar, and Joylukkas
>Targeting
1
5
25
Super solid numbers from Angel One.
IPL spending has proven to be highly beneficial for the company, brand visibility and recall have improved significantly. They remain among the top 3 brands with the highest visibility and recall in IPL 2024.
However, this has impacted the
2
2
26
Concall Analysis Of Phoenix Mills - One Business To Play Multiple Themes
>Targeting 11-12% 0f Like-to-Like growth for next 3-5 years
>Will do 500 cr of pre-sales in residential real estate
>Looking to have a 1k keys portfolio by 2027 in the hotel business
0
3
24
Good numbers from Senco, PAT grew 85% YOY.
Sales growth in Q1 was subdued due to challenges such as heat waves, general elections, fewer wedding dates, and a steep rise in gold prices compared to Q4.
However, the good part is that management is confident of achieving their
0
3
25
Muted numbers from Phoenix Mills. Heatwaves and General Elections affected the footfall.
The company has four divisions - Retail, Commercial Real Estate, Hospitality, and Residential Real Estate.
Retail division, where Phoenix operates various premium malls, there was a
0
3
25
Nuvama Wealth is the most interesting bet in the wealth management space. All the business segments are firing for them, be it Wealth Management, Private Wealth, Capital Market, or AMC.
Entered 3 new locations; Indore, Baroda, and Cochin and increased its presence to 12 States.
2
2
23
Q4 earning season has started. Many businesses have recently released their business updates. I'll begin sharing these updates today. Here is the list of sectors I will cover in Q4.
1. Banks
2. NBFCs
3. Housing Finance
4. Broking
5. Wealth Management
6. Jewellery
7. FMCG
8.
2
0
25
Concall Analysis Of Utkarsh Small Finance Bank - The Most Improved Small Finance Bank
>Asset quality improved by adopting a new strategy
>Credit cost guidance is maintained at 2%, including floating provisions
>Focus will be on improving the Credit-to-deposit ratio
0
4
24
Ethos Ltd - The Best Stock In The Premiumization Theme.
The company has recently announced its Q4FY24 result and following are the key highlights of the result:
1. Sales grew 22% YOY
2. Margins improved to 14%
3. Net profit grew 58% YOY
4. Added 10 stores in FY24, taking the
0
2
23
My watchlist company is attending the concall of my watchlist company 😂
1
2
24
Five Star Business Finance Q4FY24 Result Analysis.
Key highlights of the result.
1. AUM size is Rs 9640 cr.
2. AUM grew 39% YOY and 8% QOQ.
3. NIM expanded by 40 BPS QOQ to 17.19%.
4. Cost of borrowing is stable at 9.7% from 12% a few years ago.
5. Gross Stage 3 assets improved
0
1
23
Q1FY25 Result Analysis Of Sky Gold - The Best Jewellery Stock
2
1
24
Analysis of IDFC First Bank
Topics Covered:
1. The past five years of the bank
2. Guidance 2.0 of the bank
3. How the bank will look like in the next 5 years
4. Q3 FY24 Result analysis
2
2
24
Concall Analysis Of Arman Financials - The Best Microfinance Stock
>Growth Guidance Reduces
>Cost Of Borrowing Will Decline By 100 BPS
>Credit Cost Will Remain Around 2.5%
0
0
23
A hidden gem in the jewelry industry - Sky Gold.
The company specializes in designing, manufacturing, and marketing gold jewelry. They are particularly known for their lightweight jewelry made of 18 and 22 carat gold. Their product range includes Plain Gold Jewellery, Studded
1
7
23
CA Grameen is probably the best business I've studied in the Microfinance space, in terms of consistency.
Another robust quarter for the company in which they have once again surpassed their guidance for loan book growth of 25%, achieving 27%. The company is also witnessing
1
1
23
I want this kind of clarification from large brokers as well. It'll help in assessing the financial impact on their earnings.
0
0
23
Ha toh guys, holidays are over, and now let's get back to the game.
We discussed the solid opportunity in Epack Durable, and the market has already started rewarding the stock.
The PE ratio has been re-rated to 72 from 55, but it still has immense upside potential, as the
1
1
26
Share India Securities is an interesting model in the broking space.
The company is involved in F&O and Algo Trading. Additionally, they have expanded into other divisions such as the distribution of financial products like Mutual Funds and Insurance, NBFC, Investment Banking,
1
3
23
Q1FY25 Concall Analysis Of Nuvama Wealth - Still A Re-rating Opportunity
1
3
23
Two microcap high-growth businesses in the cables & wires sector - Paramount Communications and Delton Cables.
Solid performance from both businesses in Q1FY25.
Paramount Communications
Established in 1955, the company is currently managed by the Aggarwal brothers—Mr. Sanjay
1
5
23
Poonawalla is probably the best player in the NBFC space.
The company has maintained strong growth momentum, with AUM growing by 52% YOY and 8% QOQ.
There has been a change at the management level: Mr. Arvind Kapil has joined as the new MD & CEO of the company. He brings over
1
4
23
Where are those so-called experts now who were cheering when RBI was taking strict actions against some small and mid-size banks and NBFCs?
They were of the opinion that all these NBFCs and banks against whom RBI took actions were growing wrongly. As per them, their
2
0
21
Blockbuster numbers from Yatharth Hospital, showcasing very strong operating leverage with a 60% PAT growth compared to a 37% growth in the top line
Yatharth is a small-cap hospital company that was listed last year. The company operates five hospitals: 3 in Noida, 1 in Jhansi,
3
1
23
Good set of numbers from Homefirst Finance.
The solid growth momentum has been sustained, with AUM growing 35% YOY and 8% QOQ. The quarterly growth of 8% is particularly commendable, given the two significant challenges, heat waves, and general elections that are affecting other
4
2
23
@datta_arvind
Because LIC's purpose is not wealth creation, they invest for wealth protection. Toh ase retirement wle stocks he lega na fir.
2
0
23
I've discussed two commonly asked questions from you.
1. How do I add a company to my watchlist?
2. Misconceptions regarding my selling framework
0
2
23
Super impressive numbers from Suryoday Small Finance Bank. Probably the best Q4 numbers among the small finance banks.
Loan books grew 41% and Deposit books grew 50% YOY. NIM improved to 9.8% on account of an 88 BPS rise in yields. Their NIM is possibly the best in the industry.
1
0
22
Technology has played a major role in how the market behaves now.
Earlier, even small selling by FIIs like 50-60k crore or 1 lakh crore used to create a significant impact on the market.
But this has completely changed post-digitization. Retail investors are no longer
3
2
21
Motilal Oswal is another strong player in the broking and wealth management industry. It is one of the few brokers that is gaining market share despite having a traditional broker business model.
The company has 3 main divisions;
1. Capital Market, which includes Broking,
4
5
22
Motilal Oswal is among the top players who are expanding very aggressively in all their operating businesses; be it Broking and Distribution, Asset and Wealth Management, and Housing Finance.
60% of their RMs in the wealth management division have been associated with the
1
3
22
Below is the list of stocks I'm aiming to cover in Q1. Of course, there could be some additions and deletions depending on how interesting a business looks to me.
6
3
22
Concall Analysis Of Motilal Oswal
One Of The Most Aggressive Guidance
1
7
20
U Gro Capital - The Most Undervalued Fintech Player In The MSME Lending Space.
U Gro recently announced its Q4FY24 result and the following are the key highlights of the result:
1. Total Loan Book Stands At 9047 cr.
2. Loan Book Grew By 49% YOY.
3. Portfolio Yield Is At 16.6%.
0
5
21
Satin Creditcare - The Undervalued NBFC
The NBFC has announced its Q4FY24 result and following are the key highlights of the result:
1. AUM stands at 11850 cr
2. AUM grew 34% YOY
3. NIM improved to 13.15% from 11.51%
4. Yield improved to 21.37% from 18.5%
5. GNPA stands at 2.5%
2
2
21
Concall Analysis Of Bector Foods - The Consistent Player In The Small Cap FMCG Space
>Margins will remain stable
>Entry of the Cremica brand into the bakery segment
>FY25 CAPEX is between 550-570 cr
>Growth guidance maintained between mid-to-high-teens
0
3
21
Q1FY25 Concall Analysis Of India Shelter Finance - The Best Housing Finance Stock
>Consistently delivered another quarter of strong growth
>Ratings upgrade will help improve the cost of borrowing over the next 9 months
>Guidance maintained for this financial year
>DPD 30
Q1FY25 Result Analysis Of India Shelter Finance - The Best Housing Finance Stock
1
3
21
2
1
21
A very important slide from IDFC First Bank's investor presentation highlights the performance of the bank's incremental loan bookings over the years. It's also a good indicator for understanding how their asset quality could perform in the next 3-5 years.
I'll discuss it in the
2
1
21
The wealth management sector has significant growth potential this decade. A growing economy, strong returns in real estate, and robust capital market performance are continuously increasing consumer wealth, creating strong demand for wealth professionals.
The sector is
1
1
21
Super strong numbers from the best player (Senco Gold) in the jewelry industry.
The company has posted a 40% growth in revenue with no decline in margins.
The critical point for Senco is to grow its PAT because we saw that the industry leader, Titan, struggled to increase its
Senco Gold - The Best Jewelry Stock
The company recently announced its Q4 FY24 result and following are the key highlights of the result:
1. Revenue grew 40% YOY
2. Margins stable at 8%
3. Net profit grew 24% YOY
4. Opened 23 new stores during the year, taking the total
2
3
30
1
2
21
Q1FY25 Concall Analysis Of Senco Gold
>Akshaya Tritiya's business was robust
>Sharp decline in footfall after Akshaya Tritiya
>Duty cut impact is expected to be around 40-50 cr
Good numbers from Senco, PAT grew 85% YOY.
Sales growth in Q1 was subdued due to challenges such as heat waves, general elections, fewer wedding dates, and a steep rise in gold prices compared to Q4.
However, the good part is that management is confident of achieving their
0
3
25
1
1
21
Q1FY25 Result Analysis Of India Shelter Finance - The Best Housing Finance Stock
1
3
21
ESAF Vs Suryoday Small Finance Bank, Which One Is Better?
ESAF Bank's key highlights of the result:
1. Loan book grew 33% YOY
2. Deposit book grew 35% YOY
3. NIM reduced to 10% from 10.6%
4. GNPA increased to 4.8%
5. PCR at 65%
6. Net profit declined by 57% YOY
7. ROA declined
0
2
20
Concall Analysis Of IDFC First Bank
>Biggest Advantages Of This Bank For Next 5 Years
Following are the key highlights of the results:
1. Loan book grew 25% YOY
2. Deposit book grew 42% YOY and 10% QOQ
3. CASA book grew 32% YOY and 11% QOQ
4. CD ratio declined to 98% from 137%.
0
2
19
I've almost completed the Concall Analysis of all the companies in my tracking universe on my YouTube channel. Below is the link.👇
The analysis of remaining two companies, Bector Foods and CDSL will be uploaded today.
I'll start sharing business
3
2
19
There might be a serious ongoing problem in the state of Punjab. Borrowers are consistently failing to repay their loans. First Satin, and now Fusion have also reported serious issues in loan collection. Fusion's collection efficiency has dropped to 75% in Punjab. Due to this,
0
2
19
Concall Analysis Of India Shelter - The Best Housing Finance Stock
>Will Maintain Spread At 6%, Which Is The Best Compared To Peers
>Will Open 40-42 Branches In FY25
>98% In-house Sourcing
>Cost Of Borrowing Will Come Down By 15-20 BPS
1
3
20
The Lion Is Back🔥
I am back 🔥
I share an important observation during my stay in the hospital.
Big thanks to everybody who prayed for my recovery.
Love you all 🙏
28
3
201
3
0
20
Q1FY25 Result Analysis Of Kalyan Jewellers - The Only Consistent Player In The Jewellery Space
0
3
20
Q1FY25 Concall Analysis Of Poonawalla Fincorp -
>Applying all the learnings from HDFC Bank to Poonawalla
>Looking to create a predictable and sustainable model
>Will invest heavily in expanding physical branches and strengthening the collection infra
>After establishing the
Q1FY25 Result Analysis Of Poonawalla Fincorp - The Best Player In The NBFC Space
>Achieved Below 1%GNPA
>Change In Management
>High Growth Aspiration For Next 5-6 Years
1
3
19
0
4
20
Concall Analysis On Satin Creditcare - The Best Undervalued NBFC Stock?
>Surpassed guidance across parameters
>Punjab issue impacted collection efficiency
>States like UP, Assam, and central states will drive the incremental growth
>Better than Arman?
2
1
20
Super fantastic business update from AngelOne.
The business is firing on every parameter;
Client base grew 3.7% MoM & 63% YOY
Client acquisition grew 17% MoM & 91% YOY
Average Daily Orders grew 12% MoM & 83% YOY
Market Share In Cash Turnover Improved To 17.1% From 13.3%
0
3
18
Very strong numbers from Vijaya Diagnostic, probably the best player in the diagnostic space at the moment. The company witnessed a 28% growth in the top line and a 21% growth in the bottom line.
Vijaya Diagnostic is the largest diagnostic player in the Southern region,
1
3
20
Satin Creditcare remains an interesting bet in the small-cap NBFC space. The company recovered from its toughest phase and now consistently posting robust numbers.
They achieved their highest-ever annual net profit, which grew 87 times from last year. The client base grew 22%
2
1
20
Another super quarterly number from Kalyan. Solid growth in the top line despite facing headwinds like heat waves and general elections.
India business grew 29% YOY, Middle East business grew 16% YOY, and consolidated revenue grew 27% YOY.
Why is this number important?
Who’s
1
0
20
Concall Analysis Of Kalyan Jewellers
>Super Expansion Plan Going Ahead
>PBT Margins Could Exceed 5%
>Debt Reduction Plan Will Continue In FY25 And FY26
1
3
18
In the last three years, Poonawalla Fincorp has improved its GNPA post-acquisition of Magma Fincorp from above 8% to below 1%.
This is probably the best improvement I have seen in the lending space in recent years.
One of the prime reasons for this improvement is that
1
2
19
AngelOne Q4FY24 Result Analysis.
>Highest Ever Client Addition.
>No Operating Leverage.
>New Platforms.
>No Positive Movement In The Stock.
1
2
19
Excellent set of numbers from Kalyan Jewelers, the company is regaining its number one position in the retail jewellery space.
India business grew 38% YOY + the Middle East business made a solid comeback in the quarter and grew 14% YOY.
The transition from unorganized to
1
2
19
Jana Small Finance Bank - A New Bank In My Watchlist
>Higher Secured Loan Share Than Ujjivan, Utkarsh, ESAF, etc
>GNPA Will Improve In The Coming Quarters
>Operating Leverage Will Continue
I've added a new bank to my watchlist - Jana Small Finance Bank.
At current levels, there are fewer interesting bets available in the small finance bank category, and Jana is among those.
Most small finance banks currently have a common goal, increasing the share of secured
0
4
18
0
3
19
Solid numbers from Chola Finance and the stock is well rewarded by the market. AUM grew by 37% with an excellent improvement in asset quality.
Chola has a very diversified presence across regions, with a stronger focus on rural areas. Approximately 84% of their branches are
0
2
18
Senco Gold Q4FY24 Concall Highlights:
1. Among the first jewelry retailers to launch a metaverse platform this year. Also, registered on the ONDC platform to penetrate tier 3 and tier 4 cities.
2. Entered the Central region this year by opening stores in Bhopal and Indore.
0
7
19
Aditya Vision Concall Analysis.
>Surpassed FY23 Full Year Revenue & PAT
>Successfully Raised 282 cr
>Store Growth 42%
>Guidance Increased To 25 Stores Annually
>Good Response From UP
1
4
18
Concall Analysis On ADF Foods - A Re-rating Candidate In The FMCG Space
>Focusing on building Soul brand in India
>Will continue expanding the Truly Indian brand in the export market
>Growth momentum will sustain
0
1
19
Beginning Of The Results Season - Anand Rathi Q1FY25 Result Analysis
Following are the key highlights of the result:
1. AUM grew 59% YOY
2. Revenue grew 36% YOY
3. Trail revenue grew 70% YOY
4. Margins are stable at 41%
5. Net inflows grew 173% YOY
6. Equity MF net inflows grew
0
2
18