Manhar rao yadav
@RaoManhar
Followers
1K
Following
4K
Media
114
Statuses
796
MONEY IS NOT EVERYTHING. **BUT MAKE SURE YOU EARN A LOT BEFORE SPEKING SUCH NONSENSE** Cleared CFA LEVEL 3 at 20yrs (might be youngest in the world to do so)
Joined October 2020
Fundamentally it is 8-9% net margin business that means a scope of doubling PAT margins form current H1 result. With exports starting (higher margins) and bill discounting which would fundamentally decrease WC cycle = higher asset turnover (more OP lev) Interesting times ahead
0
0
2
Wahren YoY rev growth of 68% and HoH of 45%, despite a one of kind of 10% GM compression Pat margins reduced by 1.8% on HoH basis, primally due to operating leverage savings of 8%. There can be some possibility of reclassification of exp but management denied in con call.
H1 exactly played out how it was expect, all capacities almost live this takes name plate capacity to 1000-1200cr. H2 and FY27 can be very big, con call is going to be very interesting Extreme transparency in the press release for a SME standard #CGraphics #SME
5
0
2
H1 exactly played out how it was expect, all capacities almost live this takes name plate capacity to 1000-1200cr. H2 and FY27 can be very big, con call is going to be very interesting Extreme transparency in the press release for a SME standard #CGraphics #SME
4
3
23
so many people were calling tembo global fraud and making videos, very close to ATH now, once they get industrial license then the trajectory of the company changes
1
1
9
Munish Forge, a 40-year-old Ludhiana-based company, is evolving from a low-margin exporter to a key defense and railways player, with ₹100–120 cr capacity in artillery shells and tank track chains, this is a story worth watching #Munishforge #SMEIPO #SME #IPOInsights🧵👇
2
4
7
forum.valuepickr.com
Could you explain as to in forward estimate sheet, FY 25 revenue shown is 139.6 cr. But in screener it is 251cr. How to interpret ? What is your projected revenue and pat on a consolidated basis for...
Invest at your own risk there is possibility of a weak H1, due to upcoming capacities. All estimates have been made on publicly available guidance. I am invested with transactions in last 1 week. All my following post would be put on VP in future.
0
0
3
It makes total sense for a unlisted company to compare with a listed one, whatever it might be but such a reaction form a listed player is pretty strange
One company threatening other company for potential unfair comparison during the time of its IPO. Crazy times
0
0
4
Here are some insights on LT Elevator Ltd, a recently listed SME in the elevator & mechanized car parking space, now scaling pan-India with rising margins and a ₹200+ Cr order book 👇 #LTElevator #SMEIPO #LTElevators #SME #IPOInsights #Microcap
6
9
36
One thing to watch out in most SME looking to scale is they should have a good CFO, who can get in good granular financial tracking in the business, without a good CFO I think it gets slighlty difficult for companies looking for exponential scale
0
0
6
New Space India Limited (NSIL), a Government of India Company under Department of Space. Revenue and profitability since inception.
0
0
15
Hyderabad Investing Enthusiasts's first offline meet happened on April 30th, 2023 and about 8 or 9 of us caught up at a Coffee shop! Since then, to a sold out 200 member registrations with hardly any publicity, we have come a long way. It's a collection of minds like
12
8
93
Special thanks to @Darshan89595014 @Pratham0_o @HalimaniSrujan also I would request @alphaideas to consider this company for the event as most investors would love interacting with the management if there is still scope to do that. Thankyou
1
2
6
Invest at your own risk there is possibility of a weak H1, due to upcoming capacities. All estimates have been made on publicly available guidance. I am invested with transactions in last 1 week. All my following post would be put on VP in future.
1
3
5