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Anukool Arora Profile
Anukool Arora

@Aroraanukool5

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Investor | Senior Equity Research Analyst @InVed_E4L | Bottom-up stock picker | Special situations | Deep-dive equity research | Seeking hidden value

Jaipur
Joined June 2023
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@DEBU_NEOGI
DEBASHISH NEOGI
23 hours
Parag Milk Foods & the ₹4,000 cr Protein Play Nobody’s Noticing 1️⃣ Everyone’s talking about Nestle & Tata Consumer. But the real silent compounder in Indian FMCG might just be 🥛 Parag Milk Foods — the maker of Gowardhan, Go Cheese, and the fast-rising Avvatar Whey Protein.
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@Aroraanukool5
Anukool Arora
3 days
Sambhv Steel Tubes Volume Update -Strong volume growth in Q2FY26, up 53% YoY. -Stainless Steel coils continue to gain traction, reflecting robust demand momentum. #Sambhv #SambhvTubes D- No reco to buy/sell
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@Aroraanukool5
Anukool Arora
5 days
Parag Milk Foods Management sees Whey Protein as the fastest-growing segment & is confident the new-age biz vertical holds strong growth potential. #ParagMilk #ParagMilkFoods D - No reco to buy/sell
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@Aroraanukool5
Anukool Arora
6 days
Goodluck India: Positive Trigger Secures defence manufacturing license D - No reco to buy/sell
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@Aroraanukool5
Anukool Arora
6 days
D - No reco to buy/sell
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@Aroraanukool5
Anukool Arora
6 days
Positive for Goodluck India Goodluck India has partnered with BrahMos Aerospace and Axiscades to bid for DRDO’s AMCA indigenous aircraft program #GOODLUCK
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@Aroraanukool5
Anukool Arora
6 days
Mahindra tractor business also doing well!
@Aroraanukool5
Anukool Arora
6 days
Mahindra & Mahindra September Update -Total sales at 100,298 vehicles in Sept 2025, up 16% YoY -Big impact of GST 2.0 - Navratri sales: 60%+ growth in SUVs, 70%+ growth in CVs compared to first nine days of Navratri last year #Mahindra #Autostocks #Monthlyupdate
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@Aroraanukool5
Anukool Arora
6 days
D - No reco to buy/sell
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@Aroraanukool5
Anukool Arora
6 days
Mahindra & Mahindra September Update -Total sales at 100,298 vehicles in Sept 2025, up 16% YoY -Big impact of GST 2.0 - Navratri sales: 60%+ growth in SUVs, 70%+ growth in CVs compared to first nine days of Navratri last year #Mahindra #Autostocks #Monthlyupdate
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@Aroraanukool5
Anukool Arora
7 days
-Reduced on-site labour → prefabricated parts assembled quickly -Factory-built precision → faster assembly, minimal site work needed -Streamlined process → less manpower, quicker project execution
@Aroraanukool5
Anukool Arora
7 days
Why Pre-Engineered Buildings Outshine RCC? ⏱️ 40–50% faster construction 💰 More cost-efficient (less material, lighter design, lower labour) Source : Interarch PPT #peb #preengineeredbuilding
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@Aroraanukool5
Anukool Arora
7 days
Why Pre-Engineered Buildings Outshine RCC? ⏱️ 40–50% faster construction 💰 More cost-efficient (less material, lighter design, lower labour) Source : Interarch PPT #peb #preengineeredbuilding
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@Aroraanukool5
Anukool Arora
9 days
Interarch Building Solutions -New Capacity Extension Inaugurated -Additional 25,000 MT capacity coming online -Production to begin by end of Q2FY27 Interarch continues its strong growth journey! #InterArch
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@EquityValueIn
ValueEquity
10 days
My take on PVC pipes segment 22-23 saw the peak in PVC prices at about 150 and at that pricing a lot of capacity was planned , prices plummeted and now there is a lot of capacity that is chasing the same demand hence the earnings slowdown , typical capital cycle that is now in
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@Aroraanukool5
Anukool Arora
11 days
Trump tariffs hits Pharma now! Expect short- to medium-term impact. #TrumpTariffs
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@Aroraanukool5
Anukool Arora
13 days
The global PEB market is projected to grow at a CAGR of 9–10%, making it one of the few industries anticipated to expand at such a strong pace. Source - Crisil #PEB #preengineeredbuildings
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@soicfinance
Intrinsic Compounding
13 days
How the Indian AUTO components market is growing
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@Aroraanukool5
Anukool Arora
14 days
S J S Enterprises looking at Rs. 12000-15000 Kit value per vehicle for 4 wheeler by FY28 #SJS #SJSEnt #SJSEnterprises D - No reco to buy/sell
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@soicfinance
Intrinsic Compounding
14 days
New auto cycle on the horizon
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@Aroraanukool5
Anukool Arora
14 days
An Interesting extract from Gokul Agro’s Annual report for FY25 #GokulAgro
@Aroraanukool5
Anukool Arora
1 month
Was looking at Gokul Agro Resources #GokulAgro Interesting Take 👉Gokul Agro’s asset turnover ratio has shown a significant improvement, rising from 2.9x in FY16 to 5x in recent years. This reflects a much more efficient utilization of assets D - No reco to buy/sell
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@Aroraanukool5
Anukool Arora
16 days
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