Launching
Your one stop destination for annual report summaries. Get 2 minute read summaries of Annual Reports. Still at a nascent stage, so feedback & RTs welcome 😃
Dare I say this,
@zerodhaonline
’s Killswitch feature is the best feature available with any broker in India. Zerodha is miles ahead in technology & innovation.
@Nithin0dha
So, the Annual Report 2019 season is here! Akin to 2018, I plan to share my summary notes on
Uploaded Infosys Annual Report Summary(
#1
) here:
Please retweet/share if you find it useful.
Uploaded summary notes of 2018 Annual Reports of NRB Bearings, VIP Industries, Bandhan Bank, Marico, Astral Poly Technik, Tata Elxsi, Bata India, Page Industries, Zensar Technologies, JSW Steel, Rane (Madras) Ltd on
Feedback welcome.
Hi please beware of
@sturfrybox
on
@zomato
They served us non veg food instead of veg food.
@deepigoyal
please blacklist such a restaurant which serves non veg food to vegetarians on eve of Dasshehra
#Kesari
is an exceptionally well made film. Not a dull moment in the film. Brilliant cinematography and storytelling. Blockbuster for sure! Must watch.
@akshaykumar
The whole investing world is looking for 'quality'. In my opinion the next 2-3 years belong to clean + debt free mid/small caps which can survive + deliver.
I don’t usually share such stuff here. But my weight is at a two year low. From 110 to 90 kgs in 15 months. Being fit makes you feel really good about yourself.
Health >> Wealth
9 years' Annual Report notes(2010-2018) of Ajanta Pharma:
Amazing to see the journey, milestones and the growth that company has delivered.(Of course, heavy survivorship bias)
Similar to 2018 & 2019, I'll be adding my Annual Report summaries on my website (now an Android app too )
Uploaded Reliance Industries Annual Report Summary(
#1
) here:
Please retweet/share if you find it useful.
So, the 2021 Annual Report season is here! Get annual report summaries on
Uploaded Tata Elxsi Annual Report Summary(
#1
) here:
Please retweet/share if you find useful. Feedback welcome.
Out of what I have observed, a promising company should be bought when it has a black & white annual report and one should look to exit when it gets colored with extensive graphics.
#alpha
@Disciplined_Inv
Pokarna has done a capex of 500+ crores in past 3 years. It was available at 170 crores market cap which is nearly 1 time expected FY24 earnings.
So I hit 2000 followers yesterday. What started as just a hobby blog last year to make myself read more annual reports has become a great way to give back to the trading/investing community. I've made umpteen like minded friends through this. (1/2)
Starting a new section in my blog: New Products(by listed companies). First post in this series: Second Nature juices by Freshtrop Fruits. Please share your feedback.
A few years back, I visited Ajanta Pharma AGM & Yes Bank AGM. Yes Bank distributed cupcakes + other goodies. Ajanta gave merely cutting chai. Decided to stay invested in Ajanta Pharma. Didn’t touch Yes Bank stock ever since.
@VishalBhargava5
We stayed near Sula at
@utopiafarmstay
at Nashik. It has got a super serene view and made me wonder why Nashik can’t be Lonavala/Alibaug. But the drive back took 6+ hours and I had my answer..
Certain new products can change companies’ fortunes. Eg: Saregama Caravan. Seniors love it & it sells like hot cakes. Saregama’s EBITDA this quarter was greater than its EBITDA in any YEAR from 2007 to 2017. Planning blog posts on the topic. Suggestions of products welcome.
Added summaries of Annual Reports(# 24 & # 25) of Sudarshan Chemical and Indian Hotels. Thanks everyone for the encouragement through likes and retweets. Grateful.
@pankaj013
@deepakshenoy
@jagoinvestor_
Yes we get the dividends & can get the certificates but good the certificates are lost otherwise we would have sold it. Have heard of a person who used to buy quality shares in 80s & tear off the certificates so he never sold. Yesteryear’s version of the kill switch!
Conversation between two uncles today at the dinner table:
Uncle 1: What assets do Zomato, Nykaa have? How are they even allowed to list?
Uncle 2: People used to say the some about Wipro, TCS, Infy a few decades back. Look at their returns.
Moral: Don’t ignore new age businesses
#Friday_Follow
For trading/investing enthusiasts
@TradingNirvana
Posts good pointers on emotional side of trading.
@dmuthuk
His tweets contain experience + wisdom distilled into thoughts.
@rohitchauhan
Great points on financial independence + investing.
NGL up 20% today. Though it may be unrelated, but many times annual reports reveal the confidence of management and business outlook in ways which none other can. Keep looking :)
One of the most nondescript annual reports you can come across: But the company mentions a few key points which matter. Hope it lets the future numbers do the talking!
#NGLFine
One of the most nondescript annual reports you can come across: But the company mentions a few key points which matter. Hope it lets the future numbers do the talking!
#NGLFine
Want to know why L&T is spiking recently? Their 2023 Annual Report might have some clues:
"The company is well-positioned to benefit from the prevailing economic conditions due to its expertise in infrastructure and high-tech manufacturing.
The company has been associated with
Seeing the ‘love’ for HDFC group stocks, I remember similar kind of emotions street had for Sun Pharma, Piramal, Page etc. ‘When investors want something badly, you should usually sell it to them’!
@SunilBSinghania
Thanks for the session at
#IIC2018
. Could relate lot of stocks to the 5 themes mentioned at the end. Eg. Future retail when it’s disbelief turned to belief post demerger and Dmart listing and it turned 4 bagger in a year. Very Educating session on trends. Thanks
Too busy to read the annual reports of all the companies you track?
We’ve got your back.
Head to for 2 minute read annual report summaries of the following companies:
Ajanta Pharma
Elecon Engineering
Yasho Industries
Apcotex Industries
Indian Hotels
There's bad news all around. Companies this year around are lot more cautious than last year. Even I am scared of putting in more money in the markets. Is this 2016(an opportunity) or 2008? No one knows.
Lot of people who haven’t invested a rupee in the stock markets currently feel we’re in for a big fall in the markets. Tops don’t usually occur this way. They happen when even those people start searching for tips and start investing heavily.
Added annual report summary of Kennametal India(
#46
) which has June FY on . The company is a proxy on industrial(especially automotive) growth and has come up with 3 stellar quarters after years of lull. It also announced a major expansion plan this quarter
NGL Fine Chem Q4:
PAT up 120%, Sales up 35%.
Company had mentioned in 2018 annual report ‘Capacity ramp up are expected in Q2 of the current financial year. We expect to have double digit growth in sales from the new capacity roll out.’
One of the most nondescript annual reports you can come across: But the company mentions a few key points which matter. Hope it lets the future numbers do the talking!
#NGLFine
A few months back, when trying to screen for mid/small caps with good growth there weren’t many options at attractive valuations. Now, many of them are bargains! In my opinion, even if you buy a good mid/small cap mutual fund now and sit for 3-5 years, good money would be made.
The US markets are merely 3% away from their 52 week lows. Similar situation with a lot of Asian markets. I maybe wrong but all the talks of India decoupling etc is usually met with a reality check. When US sneezes, everyone catches a cold. I’d be cautious here.
A few weeks back when only small/mid caps had fallen and index heavyweights were surging, we used to wonder how much will small/mid caps fall if even heavyweights start to correct. Deeper cuts in small/mid caps are here and if we don’t nibble quality now, then when will we?
Speciality Restaurants out with one of its best ever quarters with a potential turnaround, stock was hammered in past years. Risk reward seems favourable even after the spike. Would have to wait for next results for sustainability of results but would you get this price then?
Some of the
#stocks
which hit 52 week highs today:
Asian Paints
Bajaj Finance
DCB Bank
Future Life
Godfrey Phillips
ICICI Bank
ICICI Lombard
Kajaria Ceramic
Karnataka Bank
Merck
Muthoot Finance
PI Industries
Pidilite
RBL Bank
SKF India
Titan
Torrent Pharma
Varun Beverages
(1/2)
Some of the
#stocks
which hit 52 week highs today:
Asian Paints
Bajaj Finance
DCB Bank
Future Life
Godfrey Phillips
ICICI Bank
ICICI Lombard
Kajaria Ceramic
Karnataka Bank
Merck
Muthoot Finance
PI Industries
Pidilite
RBL Bank
SKF India
Titan
Torrent Pharma
Varun Beverages
(1/2)
I feel drawn towards the jungles. There’s a sense of bliss there. Even if I sight nothing, being amongst the trees and birds gives you a different high.
Key points from Elecon Engineering Annual Report 2023
Elecon Group, founded in 1951 by Late Shri Ishwarbhai B. Patel, began by manufacturing conveyor systems and focusing on Engineering, Procurement, and Construction projects in India.
@rohitchauhan
My earlier boss used to say that anything new in the markets usually gets ignored and thats where the opportunities are. He used to even look at SME listings coz they were new & undiscovered usually.
Rise & rise of some brands every now and then amazes everyone. Latest ones being Bira 91, Saregama Caravan etc. Some of earlier ones include Kesh King, Pulse candy, Indulekha, Raw Pressery. You only need to ride one of them in some way to make a killing! Searching for next ones!
@unseenvalue
Added summary of Whirlpool Of India(
#20
) Annual Report 2019 here:
My view: This is a stock for the next generation and the business would probably continue to do well for a few years
A typical
@dmuthuk
stock. Beautiful Annual Report to read