Dhawal Doshi
@DhawalDoshi5
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Equity Research | 📈 Concall Insights | 💰 Active & Long-Term Investor
Kolkata
Joined July 2019
Epack Prefab Technologies Limited Company Legacy business of 25 years engaged in Pre-engineered building material business Business Verticals - => Prefab business - Complete solutions to customers on turnkey basis from designing to erection of pre-engineered steel & buildings,
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P N Gadgil Dussehra and Navratri Sales Update Company posted festive sales growth of 65% on YOY to Rs. 618 CR. Recorded highest Dussehra sales of Rs. 190 CR, growth of 64% YOY. Despite increases in gold prices, gold segment grew by 64% followed by diamond by 47% and silver by
PN Gadgil Jewellers 📌 Company has finished the rapid expansion of 10 new stores across India during the Navratri Season. 📌 Total store count now reached 64. First time it opened stores outside Maharashtra - in UP and MP Chairman's message 👇 @logical_traderr @Vismaya9999
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America needs you! Join U.S. Immigration and Customs Enforcement today.
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Sectors you can't ignore. Track the companies which are giving good guidance and performing well. Sector tailwinds and High growth.
Space you can't ignore Value & Jewelry Retailers Travel & Tourism (Hotels) Hospitals/Diagnostics/CDMO Dairy Platform (New age) Real Estate Co-Working Power Transmission Asset/Wealth Management NBFCs (gold, housing) Auto Ancs Capital Goods (PEB) Consumer Durable (RAC segment)
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You remove Rohit Sharma who won the Champions trophy for you few months back from captaincy and give that captaincy to Shubham Gill who has just started as a captain Wow!! No doubt Gill will be all format captain for you in coming years but not at this juncture. Even Dhoni
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Bajaj Housing Finance loan book grew by 24% in Q2FY26 to Rs. 1,26,740 CR Numbers are inline with the medium-term guidance given by the management but overall, in FY26 loan book growth will be moderate around 21-23% (Check Attachment 2) P/B is around 4.66 for a growth of 24%
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Please help guyz One of my friend's wife is in hospital and she is in urgent need of blood. *Urgent Blood Requirement* 🙏 There is an urgent requirement of *B+ blood* for a patient in critical condition. The blood is needed *today* . If you or anyone you know has *B+ blood
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Coworking Firms - GCC demand - Specialised and Premium Small and Medium enterprise players like AWFIS, WeWork India, Smartworks and Cowrks by Brookfield are designing, large premium centers with high end facilities, grade security and flexible leasing structures MNCs are
Flexible Workspace Providers - AWFIS vs EFC Comparative Analysis 🔥🔥 🔶️Do follow @vishan_khadke for more such analysis. Read the complete analysis below 👇 🟩 Indian Market Opportunity • Managed Office & Coworking Market Size: $5.9Bn (2025) → $11.4Bn (2030), 13.7% CAGR
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Navratri Auto Sales 10-year High - Consumer Durables saw double digit growth - GST Cut Benefit GST cuts by the government making a wide range of product affordable in particular durables and auto mobile sector got a push in sales. Maruti Suzuki delivered 1,65,000 vehicles in
Festive Season - GST Implementation - Car Showrooms footfalls increase High Consumer footfalls and robust booking especially from North and West side leading after implementation of GST on 1st day - Maruti Suzuki: 80K enquiries; 25K cars already delivered and 30K cars will be
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Hotels & Resort space EP 02 : >Macro level environment >ITC hotels : 16 % - 18 % growth >EIH limited : 9 - 11% growth Both the companies are focusing on capital light management contract modal which helps to expand aggressively without incurring high cost. A MUST WATCH !!
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P N Gadgil Dussehra and Navratri Sales Update Company posted festive sales growth of 65% on YOY to Rs. 618 CR. Recorded highest Dussehra sales of Rs. 190 CR, growth of 64% YOY. Despite increases in gold prices, gold segment grew by 64% followed by diamond by 47% and silver by
PN Gadgil Jewellers 📌 Company has finished the rapid expansion of 10 new stores across India during the Navratri Season. 📌 Total store count now reached 64. First time it opened stores outside Maharashtra - in UP and MP Chairman's message 👇 @logical_traderr @Vismaya9999
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✅Waaree Energies - Future Expansion Plans => Lithium Ion plus BESS: 3.5 GWh -> 20 GWh; Additional Capex: Rs. 8,000 CR => Electrolyser Manufacturing Plant: 300 MW -> 1000 MW; Additional Capex: Rs. 125 CR => Inverter Manufacturing capacity: 3 GW to 4 GW; Capex : Rs. 50 CR
✅Waaree Energies invested Rs. 300 CR in its own subsidiary n Waaree Energy Storage Solutions Private Limited through rights issue The investment was done for setting up of Lithium-Ion Advanced Chemistry Storage Cell manufacturing plant.
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Q2FY26 🔥🔥 Here we go! I start the Q2 Earnings Season updates with the following three names: > TVS Motors > VMart Retail > Sai Silk Kalamandir Enjoy.
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IREDA Q2FY26 Business Updates - The company grew its loan book by 31% on YOY to Rs. 84,445 CR vs Rs. 64,564 CR in Q2FY25 Sanctioned loans in Q2 were up by 86% to Rs. 33,148 CR and disbursement grew by 54% on YOY. Total India's RE installed capacity is 234.24 GW by Aug'25 Loan
IREDA Q1FY26 Business Updates - Loan book of the company grew by 27% on YOY to Rs. 79,960 CR from Rs. 63,207 CR in Q1FY25. Disbursement were up by 31% on YOY in Q1FY26 to Rs. 6,981 CR. Loans sanctioned by IREDA was also up by 29% in Q1. The company has posted good provisional
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@Akash17971 @Anvith_ @InvestmentVeda @selvaprathee @TrendSpark420 @TheAlpha10X @vishan_khadke @suryachaudhary1 @NiveshwithRG Tracking few companies and shared my analysis as well. Do have a look. No recommendation Skipper - https://t.co/IKr7uPr585 Transrail Lighting - https://t.co/etMvSHplkq Genus Power - https://t.co/gyFJNXkqdP KEC International - https://t.co/8yPLCCX5Mg Polycab India -
KEC International Q1FY26 Concall Summary Guidance and Outlook - 🔹FY26 - Topline growth of 15% to Rs. 25,000 CR is intact 🔹EBITDA margins around 8-8.5% and in FY27 margins will close to 10% 🔹Interest - 2.5% of revenue 🔹Working capital days - 110 by FY26 🔹Debt - Reduced to
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💎 India’s Jewelry Market: Unfazed, Unstoppable, and Glittering with Growth 1️⃣ Market Growth: From Gold Rush to Empire Market size: FY18 → $48B FY25 → $90B (9% CAGR) FY33E → $150B 🪙 Drivers: Weddings = 50–55% of sales → ~10M weddings a year 🎉 Marriage-age population
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GEM AROMATICS :) Market Cap~ ₹1,218 Cr. PE Ratio~ 22.8 CMP~ ₹233 Promoter Holding~ 55% A Detailed Analysis 🧵⤵️
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"When the tide turns, it is not the strongest ship that prevails, but the one that adjusts its sails" The mindset of an Active Investor.
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Baazar Style Retail Limited Management has given a conservative guidance of 25% for FY26 and specifically till Q2, after that they might revised the topline growth Durga Puja festival will increase the footfalls as the company's core market is in the eastern region especially
✅V2 Retail and Baazar Style Retail Ltd Business Updates V2 Retail 🔼51% FY26 Guidance - 45-50% ✅ Baazar Style 🔼37% FY26 Guidance - 20-25% ✅ Fastest growing V2 Retail, Baazar Style & V-Mart Trent numbers still left. This is how one track a company and separate it from
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Premier Energies - Solar Electrification Orders - Company has received orders for supply and installation of solar power system in the Republic of Benin, West Africa - Premier Energies will install 750 rooftop solar systems at a socio-economic facilities plus 4,400
✅Premier Energies received Rs. 2,703 CR orders from a renowned client 🔸Supply of 2,059 MW of solar photovoltaic modules and cells 🔸Order will be executed in FY26 and FY27 🔸Received orders from both new and existing customers
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Never invest in borrowed bets or tips that's the only way not to lose your hard earned money. This is the sole reason new investors need to focus on tracking the companies, understanding what the business does, product segmentations, need to know basic fundamentals, management
🚨 **Beware of Univest’s so-called “India’s No. 1 Stock Recommendation App” 🚨 Univest claims to provide SEBI-registered analyst backed “high conviction” stock ideas. But reality? Many of these bets have destroyed investor wealth: 🔻Examples of their ‘High Conviction Bets’
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