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๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing Profile
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing

@ParveenBhansali

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Hardcore fundamentalist & Growth loving Investor.

Guwahati
Joined November 2016
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
6 days
#Infollion Research Services Growth parameters for FY 2024โ€“25 Revenue and profitability Revenue from operations:ย โ‚น77.30 crore, an increase of 49.2% from FY24. Net profit:ย โ‚น12.39 crore, up 44.6% year-on-year from โ‚น8.57 crore in FY24. Net profit margin:ย Approximately 16%.
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@chiragdashj
๐•ฎ๐–๐–Ž๐–—๐–†๐–Œ ๐•ฏ๐–†๐–˜๐–
2 months
The cheapest form of Investing to indulge is borrow an idea and blame the lender when things go south. It's like building a castle on someone else's conviction without having enough skin in the game.. Ideas can be borrowed but not Conviction. Focus on 'why to buy' rather than
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@renuebyscience
Renue by Science
1 month
What do the studies in animal models show us? Restoring NAD+ supports metabolism, cognition, and immune health for longer lives. Support your longevity from the inside, at the cellular level.
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
POCs are proof of concept, small scale solutions built and demonstrated to customers by experts. Company is creating repository of such PoCs done to customers Higher the POCs indicate higher the complex problems that experts are trying to solve for customer basically indicates
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Centum Electronics CMP- 2317 P/E- 52.5 Centum is one of the largest ESDM Co's in India. It offers entire spectrum of design services and manuf of systems, subsystems for mission critical products in Defence, Space, Aerospace, Industrial, Transportation and Medical sectors.
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@JupiterExchange
Jupiter (๐Ÿฑ, ๐Ÿ)
4 days
BREAKING: Jupiter is launching its own stablecoin ๐Ÿฅณ Built in partnership with @ethena_labs, engineered to connect the Jupiverse. $JupUSD, going live in Q4.
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Hind Rectifiers CMP- 1987 Stock PE- 79 Co operates mainly in two business areas: Railway Transportation Equipment and Industrial Power Electronic Equipment. The company designs, manufactures, and markets a wide range of products, including power semiconductors, power
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž TCPL Packaging CMP- 3462 P/E- 24 TCPL FY25 Capex @ โ‚น150 crore (โ‚น50 crore still in CWIP). Greenfield Chennai facility (paperboard cartons, South India focus; phased ramp-up over 6โ€“12 months). Gravure cylinder plant at Silvassa (Accura Technik, subsidiary): 12,000
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Keltech Energies CMP- 4059 Company manufactures Cartridge Explosives, Bulk Emulsion Explosives, Mono Methyl Amine Nitrate (MMAN) solutions, Accessories for Explosives, Expanded Perlite Products & Perlite Filter Aid. Co is a technology provider in low temperature cryogenic
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Benares Hotels CMP- 9468 Benares is a subsidiary of The Indian Hotels Company Limited, a company promoted by Tata Son Private Limited b) Company operates its hotels viz. Taj Ganges and Nadesar Palace in Varanasi and Ginger Hotel, Gondia in Maharashtra. c) Ginger Hotel at
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Bemco Hydraulics CMP- 3150 Co is in the business of designing, developing and manufacturing Hydraulic press, Portable re-railing equipment, Light weight re-railing equipment, Hydraulic Re-railing equipment, Re-railing Systems, Hydraulic press, Wheel fitting press,
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Acutaas Chemicals CMP- 1296 Managementโ€™s guidance for 25% revenue growth and margin improvement in FY26 appears credible supported by visibility from long-term contracts, new product launches and a healthy pipeline. Co remains insulated from major tariff risks for now, is
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Sharda Motor Industries CMP- 1050 Management is confident and optimistic about outperformance in their gross profit vs industry and strong order book in new verticals (lightweighting, exports) and also from structural opportunities from global emission norm changes and
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž #DisaIndia CMP- 14090 Co took a bold step forward in their growth journey thru the acquisition of land for a new state-of-the-art facility. This strategic development is part of their long-term vision to enhance their capacity and position them to better serve growing
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Kernex Microsystems CMP- 1108 As of March 2025 Co has an Order Book worth 2,124 Crs Production Capacity: a) 450 Kavach Units/Month b) 10 Level Crossing Gates/Month, can scale to 25 Units/Month Upcoming TCAS Projects โ€“ High-Density Network (HDN): The total HDN coverage
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž eClerx Services CMP- 3799 Mgmt expects Q2 to show sequential growth over Q1. H2 expected to be stronger than H1 barring unforeseen macro shocks. Management repeatedly uses cautiously optimistic to describe outlook, citing robust pipeline, larger deal sizes but also
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž Kernex Microsystems CMP- 1108 As of March 2025 Co has an Order Book worth 2,124 Crs Production Capacity: a) 450 Kavach Units/Month b) 10 Level Crossing Gates/Month, can scale to 25 Units/Month Upcoming TCAS Projects โ€“ High-Density Network (HDN): The total HDN coverage
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
๐Ÿ’Ž MCX CMP- 7596 MCX in the year 2024 has been announced as the worldโ€™s largest commodity options exchange. Co highly engaged to make electricity futures a good success and mgmt very positive about it. Management is very positive about MCXโ€™s positioning citing record-breaking
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
Inox India CMP- 1171 Guidance for FY26: Revenue growth: 18-20% EBITDA margin: 22-24% PAT margin: 15-18% Capex: INR 80 cr planned for FY26. Semiconductor Capex: Management expects very strong demand from new fabs supplied to US, Tata Assam and expects to be a major supplier to
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
#MPS Ltd Management remains bullish and confident, with all long-term targets absolutely intact. FY26 Guidance: Management prepared to give guidance but chose to wait for Q2 for more visibility, expects strong performance after Q1 softness. Organic growth: 10-15% organic
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@ParveenBhansali
๐Ÿ‡ฎ๐Ÿ‡ณ Focused Investing
2 months
#TechnoElectric Robust order book at ~โ‚น11,000 cr (highest ever) as of Marโ€™25 and supports growth visibility for next 2 years. FY26 Revenues Guidance @ โ‚น3,500โ€“3,600 cr (targeting โ‚น300 cr/month run-rate) FY27 Revenue Guidance @ โ‚น4,500 cr
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