Sutanu D.
@iamsutanudas
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I help you to track businesses and make informed decisions, sharing insights from my 6-year investment journey filled with learnings and mistakes.
भारत
Joined October 2018
P N Gadgil Jewellers has delivered a blockbuster festive season!✨ Record Navratri & Dussehra sales of ₹618 crore – up 65% YoY. 🔹 Navratri: ₹428 crore sales (+66% YoY) 🔹 Dussehra: ₹190 crore sales (+64% YoY) – highest-ever single-day festive sales. Key highlights: Gold
In a recent interview, CMD Saurabh Gadgil laid out an ambitious growth roadmap for PN Gadgil Jewellers. As previously shared, the company plans to open 25 new stores in FY26, backed by a ₹400–500 crore investment. The goal is to scale to 80 stores by March 2026, 125 by March
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V2 Retail Q2 FY26 Update🔥 Revenue grew by 86% to ₹705 crore in Q2 FY26, compared to ₹380 crore in Q2 FY25. Same Store Sales Growth (SSSG) came in at 23.4% YoY, while normalized SSSG stood at ~10.3% (adjusted for Dussehra shift). Sales per Square Foot (PSF) remained steady
Value Apparel: Growth Story You Can’t Ignore 🚀 The value apparel segment is shaping up as one of the most exciting retail stories right now. Between strong festive demand, GST cuts, and aggressive expansion, this space deserves serious attention. Festive Season Outlook Major
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In that old post, we spoke about HDB Financial. It was trading around ₹1250 in the unlisted space, and the IPO came at ₹740. Even today, the stock is still around the same level. Now another IPO is around the corner — Tata Capital. Back in April, it was trading at ₹1125 in
Many retail investors are getting lured into the unlisted space — thinking it's a shortcut to spotting the next big multibagger. Maybe it's the Shark Tank effect. Maybe it’s just FOMO. But here’s the reality: You’re not getting early. You’re getting in late — and overvalued.
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V2 Retail is back at its all-time high. Yesterday it even hit the upper circuit. 🔥 We’ve discussed this stock multiple times, and the outlook remains strong. management has guided for 45–50% revenue growth by FY26, with plans to add 100+ stores every year.
Value Apparel: Growth Story You Can’t Ignore 🚀 The value apparel segment is shaping up as one of the most exciting retail stories right now. Between strong festive demand, GST cuts, and aggressive expansion, this space deserves serious attention. Festive Season Outlook Major
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This is exactly why it’s so important to have control over your own life. Because in a job, your life isn’t really yours. When your mother dies, you'll hear: "Everyone's mother dies. Don't be dramatic. Get back to work." When your 1-year-old is fighting for life in the ICU,
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Trump announces fresh tariffs 🚨 ▪️100% tariffs on branded & patented pharma products (unless company is building a plant in the US) ▪️50% tariffs on kitchen cabinets. ▪️50% tariffs on bathroom vanities & associated products. ▪️30% tariffs on upholstered furniture ▪️25%
If you’re investing in Indian equities, it’s smarter to focus on businesses driven by domestic consumption. We’re a country of 140 crore people with rising purchasing power and there’s no shortage of quality companies serving this demand. Why this matters? Just look at the US.
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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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Before every bull run, the market shakes out weaker investors. That’s exactly what we’re seeing right now. In just the first six months of 2025, data from India’s top discount brokers shows nearly 20 lakh investors have exited. That’s how the market works—you need to endure
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The Investment & Wealth Management market in India is set for massive growth. As of March 2025, the Total Addressable Market (TAM) is estimated at around ₹1.1 trillion. By FY2030, it's projected to expand at a CAGR of 15–17%, reaching ₹2.2–2.6 trillion. Ashish Kehair, CEO of
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Q2 is unlikely to be great for jewellery retailers. The base is high, gold prices are soaring, and demand is getting pushed forward. But the good thing is this demand doesn’t vanish. Weddings and other occasions will keep driving purchases. It may take a quarter or two, but Q4
Senco's management highlighted that in Q2 they will see single-digit revenue growth due to a high base effect and a oneaway rally in gold prices. However, the good thing about jewellery demand is that it can be deferred but not killed. So, if not this quarter, maybe the
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Even with plenty in your account, but still choosing to say, ‘No, I’m not spending on unnecessary things.’ That’s real self-discipline — and that’s how true wealth is built.
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What one country gives up, another will happily take.
INFOSYS ,TCS IN FOCUS UK EXPLORES PLAN TO ABOLISH VISA FEES FOR TOP GLOBAL TALENT, FT REPORTS #BREAKING
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If you’re investing in Indian equities, it’s smarter to focus on businesses driven by domestic consumption. We’re a country of 140 crore people with rising purchasing power and there’s no shortage of quality companies serving this demand. Why this matters? Just look at the US.
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PNG Jewellers is going big this Navratri! 🪔 They're opening 6 new stores and 4 shop-in-shops across Maharashtra and Central India between September 22 - October 1, 2025. New stores will open in Mumbai, Pune, Kolhapur, Lucknow, Kanpur, and Nagpur, making this one of the
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Took a 2-day break from the market and social media. Exercised well, watched a movie with old friends, and did some shopping. Feels good to disconnect sometimes.
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✅Sky Gold collaborates with Senco Gold to design and supply 9kt gold Jewellery
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Smartworks Coworking Spaces Ltd (Largest Co-working space player) ✅ Launch of Largest Mumbai Office Campus - Smartworks launches its largest Mumbai campus at Intellion Park, 557,000+ sq. ft. - Mumbai leased portfolio crosses 1 million sq. ft., a first for the city. - Campus
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