Raghav Tikarya
@RaghavT10944
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17 y/o | Building in Finance | Young Equity Research Analyst | Hustling to create value through equity insights & content
Joined March 2024
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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The Ultimate Peer to Peer Comparison of EMS companies. Immense tailwind in the entire industry. ⚡️ COMPANIES COVERED : 1) KAYNES TECH 2) SYRMA SGS 3) AVALON TECH 4) CYIENT DLM BUSINESS MODALS + COMPARISON WITH VALUATIONS A MUST WATCH !!
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From ‘No Knowledge’ to Active Investing: My Transformation & V2 RETAIL JOURNEY : You might find it hard to believe, but the transformation I’ve gone through this year has been nothing short of insane. Back in April 2024, I saw V2 Retail trading around ₹600. At that time, I
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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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V2 RETAIL POSTED 86% REVENUE GROWTH IN Q2FY26 ( STANDALONE) QUICK VALUATION EXERCISE VIDEO FY26 (E) REVENUE = 3000 CR fy26 (e) PAT = 120 CR FORWARD PE = 63 VS CURRENT PE 0F 95 🔥 ONLY FOR EDUCATIONAL PURPOSES !!
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DO NOT MAKE THESE MISTAKES : 1) Investing in a stock from youtube gyan only, do your research always. 2) Never follow big investors path blindly, do your own research, read investor presentation, concalls and make p2p comparison
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DO NOT MAKE THESE MISTAKES : 1) Investing in a stock from youtube gyan only, do your research always. 2) Never follow big investors path blindly, do your own research, read investor presentation, concalls and make p2p comparison
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Let me uncover one of my investment story, I invested in sirca paints way back seeing many ace investors presence but exited at some loss last year. THERE IS NO SHORTCUT, don't follow big investors blindly. TRUST ME, you are most probably not gonna make money in this way
Don’t blindly copy big / famous investors’ portfolios. They play a very different game with deeper pockets, longer time horizons, and have access to promoters. Retailers don’t have that edge. Stick to your own process, risk appetite and goals. Trust your journey. #Wealth
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HOW I CALCULATED FORWARD PE? DETAILED EXPLANATION : it is quite simple just follow me and watch this : https://t.co/BlqySWCD79. DO SUBSCRIBE THE CHANNEL
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Want to know how i did this excercise ? it is quite simple just follow me and watch this :
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I have learned to calculate expected gains in a stock and whether the deal makes a sense or not. I run the same exercise on every company specially when they come up with their results. DID THE SAME WITH V2 When it announced 86% growth in Q2 sales.
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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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Get a good haircut, dress well, wear a classy pair of watch and shoes, and you’ll feel fresh and motivated. And do not forget " KEEP HUSTLING HARD "
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AAJ TOH POORA FEED V2 V2 86% 86% HAIN. INVEST IN GROWTH. AUR KABHI FOMO MAI MAT RAHO KI YE 3X,4X HO GAYA. HUMESHA PRACTICALY DECESIONS LO, VALUATION CALCULATE KRO : https://t.co/l77TT1V52D
V2 RETAIL POSTED 86% REVENUE GROWTH IN Q2FY26 ( STANDALONE) QUICK VALUATION EXERCISE VIDEO FY26 (E) REVENUE = 3000 CR fy26 (e) PAT = 120 CR FORWARD PE = 63 VS CURRENT PE 0F 95 🔥 ONLY FOR EDUCATIONAL PURPOSES !!
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VALUATION EXCERICISE https://t.co/l77TT1V52D
V2 RETAIL POSTED 86% REVENUE GROWTH IN Q2FY26 ( STANDALONE) QUICK VALUATION EXERCISE VIDEO FY26 (E) REVENUE = 3000 CR fy26 (e) PAT = 120 CR FORWARD PE = 63 VS CURRENT PE 0F 95 🔥 ONLY FOR EDUCATIONAL PURPOSES !!
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V2 RETAIL POSTED 86% REVENUE GROWTH IN Q2FY26 ( STANDALONE) QUICK VALUATION EXERCISE VIDEO FY26 (E) REVENUE = 3000 CR fy26 (e) PAT = 120 CR FORWARD PE = 63 VS CURRENT PE 0F 95 🔥 ONLY FOR EDUCATIONAL PURPOSES !!
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V2 Retail - Q2FY26 Update • Revenue grew 86% YoY to ₹705 Cr in Q2 FY26 • Same Store Sales Growth (SSSG) was 23.4% YoY; normalized SSSG at 10.3% • Strong monthly Sales Per Square Feet (PSF) at ₹938 • 43 new stores added in the quarter, total store count now 259 • Retail
V2 Retail – Accelerating Leadership in Value Fashion 🔥 💡 Want more one-pager insights like this? Follow 👉 @vishan_khadke [ Trades at FY26 PE - 51x (one of the cheapest in this space) ] 🟩 Key Takeaways • One of the fastest growing fashion retailers in India • Sales up
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