Chirayu Baheti
@chirayu01baheti
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Following
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Statuses
25
Equity & Real Estate Investor
Bengaluru
Joined January 2024
Partners invest in OpenAI (Nvidia $100B, AMD $40B) and offer loans or easy payment terms. OpenAI promises to buy lots from them ($300B from Oracle for data centers, $500B+ in Nvidia chips). Creates a loop where everyone helps each other, but it depends on OpenAI’s AI success.
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#tacinfosec H1FY26: Amazing numbers
If this is achieved by the company, imagine the growth in revenue and PAT from current levels. It is a domain where each private or govt entity will have the requirements in the near future.
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Other points to check in the concall: 1. NPA status from previous quarter 2. Monthly disbursements and number of customers 3. Guidance for year end 4. Plan for improving leverage
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Q2FY26 Good numbers but growth has slowed down comparatively. Also no incremental debt (leverage) to improve RoE that management commented previously. Will get more insights from concall #EmeraldFinance
#EmeraldFinance: Such an asset light & low risk business model! RoA of 10%, zero NPA and no financial leverage. Q1 updates are good, business is going in the right direction. "Imagine how much it can grow with financial leverage!"
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#V2Retail revenue of 705Cr in Q2FY26, with guided 4% NPM the PAT would be 28Cr. TTM PAT would be 110Cr and P/E would be 70 (approx. calculations) Remember V2 posted losses in Q2FY25, so current PE looks elevated
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Q2FY26 updates: 1️⃣ #Vmart Didn’t expect 22% growth, it did👍 2️⃣ #V2Retail bang on, no surprises👍 3️⃣ #Stylebazaar market thought it would do better (strong WB presence + Navratri in Q2)👎. See the past up move, surpassing V2 even at high valuations #retail
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#tacinfosec AGM The company is targeting to have $100M in revenue with 40% EBITDA margins by 2030. Too optimistic?
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#emeraldfinance The overhang of Investi Global is slowly going away, reduced stakes from 8% to 2.8%. The business continues to perform well, the stock shall go up after this overhang but may remain range bound till it is out of ESM Stage 2.
#EmeraldFinance: Such an asset light & low risk business model! RoA of 10%, zero NPA and no financial leverage. Q1 updates are good, business is going in the right direction. "Imagine how much it can grow with financial leverage!"
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Netweb Q1FY26 results:
#NetwebTechnologies Q1FY26 Good performance but few questions to check in concall 1. Revenue: 100% growth YoY (contribution of a large defense order in AI vertical) vs guidance of 35-40% in FY26 "Is this order one-time thing or long-term contract?" "Any change in FY26 guidance?"
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3. No comments for CAPEX 4. AI contribution to revenue increased from 18-20% to 22% in FY26 5. L1+Orderbook is increased, execution cycle is 8-12 weeks. IndiaAI mission orders are not included in pipeline. Pipeline execution timeline is 6-18 months.
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#NetwebTechnologies Answering questions from concall: 1. Large defense order is 1 time thing, not repeatable. No change in FY26 guidance, same as 35-40% 2. EBITDA Margin guidance of 14%, no change. Expansion in Q1FY26 was due to small & mid mixed size deals
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5. Orderbook: Orderbook⬇️, L1 ⬆️ , and Pipeline⬆️. History says company does approx. +/-10% of orderbook as revenue. "Why the orderbook has reduced, any chances of reaching the same level" "How much pipeline is from IndiaAI mission" "EBITDA margins for L1 vs orderbook"
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4. Revenue Streams: AI contribution to revenue is 29% vs previous guidance of 19-20% for FY26. "Is company planning to revise any guidance for FY26 in AI vertical & Overall"?
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2. EBITDA margins: 14.9% vs guidance of 14% (previous concall) "Are the margins sustainable?" 3. CAPEX: Current capacity can cater till 2000Cr of revenue. TTM revenue is 1300Cr. "Any plans of CAPEX and when? By debt or by equity dilution?"
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#NetwebTechnologies Q1FY26 Good performance but few questions to check in concall 1. Revenue: 100% growth YoY (contribution of a large defense order in AI vertical) vs guidance of 35-40% in FY26 "Is this order one-time thing or long-term contract?" "Any change in FY26 guidance?"
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The company needs some long term big customers. I still believe that the business can grow limitless from here, but management has to leverage it. It needs to expand the EBITDA margin, since asset turnover is low and expansion is capex intensive.
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#e2enetwork Company provides the cloud GPU services on rental basis for other companies used to AI training and inference. Solid industry and tailwinds but the company is not able to deliver the shareholders expectations. Will be tracking it closely in coming quarters.
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#Polycab Remember people talking about the entrance of big players like Adani and Birla in wires/cables sector, and could cause margin pressure. Look at the numbers in Q1FY26. I will take a call when entry of new players will happen!
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If this is achieved by the company, imagine the growth in revenue and PAT from current levels. It is a domain where each private or govt entity will have the requirements in the near future.
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The company is managing its risk very carefully and targets to grow to 8x-10x profits in FY27, from a base of 4Cr. Increasing the disbursement in an NBFC is very easy, the difficult job is to get the money back!
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