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Shreenidhi P Profile
Shreenidhi P

@nid_rockz

Followers
157,261
Following
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Media
3,430
Statuses
18,683

Research Head at PINC Wealth Management CFA Level 3 candidate, MBA Finance from Great Lakes Institute of Management, Passionate about equity research

Mangalore, India
Joined October 2010
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@nid_rockz
Shreenidhi P
9 months
As requested by people to share good results names after results season ends, HERE WE GO... Final Shortlist of good Q1FY24 #GOODQ1FY24 Mfg/Pumps/Engines/Valves: Kirloskar brothers Kirloskar oil engines Roto Pumps KSB Shanti Gears Triveni turbines Siemens ABB Banks/NBFCs:…
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@nid_rockz
Shreenidhi P
3 months
End of #Q3FY24 😇😇 Tried covering almost all good results across largecaps, midcaps, smallcaps and nanocaps to the best of my abilities Midcaps and smallcaps performed much better vs large cap names for this quarter Clear outperformance from mid and small caps Almost, 70% of…
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@nid_rockz
Shreenidhi P
3 years
And it's over That's a wrap on #Q4FY21 We now move towards a new quarter #Q1FY22 Many good numbers this quarter Probably, best quarter that we have witnessed after a long time Tried my best to present almost all results as n when they were declared See u when Q1FY22 begins
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@nid_rockz
Shreenidhi P
3 months
Now that the #Q3FY24 results season is over, here is the List of standout #Q3FY24 results: Mentioned almost everything from 1st day till last day Not breaking them up along with segments/sectors Sanghvi Movers Savita Oil Technologies Electronics Mart Zaggle Prepaid Supriya…
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@nid_rockz
Shreenidhi P
1 year
End of yet another results season #Q2FY23 Last 4-5 days were v hectic with many comps rushing to declare nos due to 3 holidays due to Deepavali Nevertheless,tried my best to bring out all good results from the universe of large caps, mid, small, nano n SMEs Waiting for #Q3FY23
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@nid_rockz
Shreenidhi P
2 years
That's a wrap on #Q4FY22 numbers Tried my best to cover almost all of them ranging from micro, small,mid n largecaps Mixed qtr with many comps facing margin pressure due to rising RM cost Things should improve gradually n get better fo H2 Q1 might be challenging fo most comps
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@nid_rockz
Shreenidhi P
2 years
And 100k followers today!!!😍 Thanks for all those who find me worth following Thanks for all the good wishes n for sparing ur time to go through my tweets regularly Hope to keep adding the value,to the best of my abilities Keep supporting the same way🙏 Feeling grateful
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@nid_rockz
Shreenidhi P
1 year
End of Q4FY23🙏🙏 Extremely fruitful qtr where good numbers have been very well appreciated by markets This qtr turned out to be extremely good for many mid/small/nano capa/SMEs Ppl had no big expectations approaching q4 results season But nos exceeded expectations for most of…
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@nid_rockz
Shreenidhi P
3 years
Have hit 75k followers Thanks a lot and I hope to keep adding value with every tweet I post Not able to reply to all DMs due to the hectic schedule, but have been trying my best to reply as much as possible Thanks again for thinking that I'm worth following Would do my best🙂
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@nid_rockz
Shreenidhi P
2 years
Please feel free to unfollow Not possible for me to give every single detail for last 3 days as more than 4000+ comps post numbers I have a full time job as well of which I have to take care of I have my family as well for whom I have to give time Trying to balance everything
@devangsheth9
Dividend Wala 🇮🇳
2 years
@nid_rockz Not expected from u like this...give details brother..this is ur first time so I neglected .next time u done like this ,I will unfollow you. Is tarah ka result wala post 10th pass baccha bhi daal de Pls avoid this type of post
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@nid_rockz
Shreenidhi P
3 years
That marks the end of results season #Q3FY21 Have tried my best to cover almost all good numbers on a daily basis for these 45 days Would ve missed few of them since 1500-2000 comps reported on a daily basis for last 3days Waiting fo q4 to see how much of it is sustainable🙂
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@nid_rockz
Shreenidhi P
1 year
End of Q3FY23 Mixed season with few v good nos n some bad nos esp frm retail/consumption side(pent up+high base) Margins disappointed fo many sectors whereas concall points at optimism starting Q1FY24 Tried my best to cover almost every good nos Hope u all found them useful😇
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@nid_rockz
Shreenidhi P
6 months
End of #Q2FY24 results season😇😇😇 Has been a fruitful quarterly results season this time with many stocks reacting well to the numbers pre/post announcement Especially, that came up with pleasant surprise which wasn't factored yet by mkts across the sectors The main…
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@nid_rockz
Shreenidhi P
2 years
Finally, after a week, i got my profile back Thanks twitter support( @TwitterSupport )n cyber crime cell for all the support Thanks @MrRChaudhary @Thekalal @koolvicky @VRtrendfollower @Rishikesh_ADX @RajarshitaS @BunsTin for all the help🙏 Feels good to be back
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@nid_rockz
Shreenidhi P
1 year
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Shreenidhi P
3 months
1,50,000 IT IS!!!!!❤️ Thanks for all those who consider me worth to be followed 🙏🙏 Thanks for all the love, support, motivation and encouragement.. I will continue to do the best that I can to add value to all my followers,as always 🙏 To those who aren't following yet,…
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Shreenidhi P
9 months
End of #Q1FY24 results season and it ended on a good note Many comps reported a good set of numbers for Q1FY24 especially from mid n smallcap space One thing to keep in mind is H1 is generally leaner for 70-80% of companies due to monsoon So QoQ comparison isn't the right…
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@nid_rockz
Shreenidhi P
1 year
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Shreenidhi P
3 years
Honoured to be followed by none other than the legend himself @porinju sir Motivates me to work even harder and keep giving my best😇😇
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@nid_rockz
Shreenidhi P
2 months
As many people requested to share some names of stocks that did well in Q3FY24 and corrected well, Here is my list Some stocks with great #Q3FY24 and good visibility for #Q4FY24 which has seen a good correction over the last 8-12 days : Supriya LifeSciences Jindal Saw…
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Shreenidhi P
4 months
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Shreenidhi P
5 months
For #Q3FY24 , Focus should be on sectors like: Hotels: Indian Hotels Chalet Hotels Royal Orchid Travel & Tourism: Rategain travel Safari Thomas Cook Platform/Tech comps: BSE Angel One MCX Netweb Infrastructure comps with good track record of execution: ITD Cementation Ion…
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@nid_rockz
Shreenidhi P
3 years
My top 5 allocations Haven't realized any profits though Have been holding most of them from 6-8qtrs Laurus labs Mastek ACE Globus spirits IFGL Refractories Lucky to have caught them right at start of growth phase This is where tracking qtrly numbers closely helped a lot🙂
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@ipo_mantra
R.K.
3 years
ONLY GENUINE REPLIES PLEASE Which stock is the biggest wealth creator for you .. ? My Answer - Route Mobile Share your experience... !
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@nid_rockz
Shreenidhi P
3 years
Haha I never copied a single results from CNBC I take efforts to go through every single results n post it here so that people find it easier to go through Show a single tweet of mine that is copied from anywhere I challenge u Get a life U need to Seriously!! Frustrated soul
@wakanda_1207
Wakanda_1207
3 years
@mynameisnani75 @nid_rockz He is waiting to copy paste from @CNBCTV18News
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@nid_rockz
Shreenidhi P
3 years
Great q1 nos that might continue into q2 Auto ancillary: #SSWL #GNA Pharma: #LAURUSLABS Hospitals: #KIMS #MAXHEALTH Commodities&allied: #MAITHANALL #GPIL #SHYAMMETL #TINPLATE Alcohol: #GLOBUSSPR Innerwear: #RUPA Textiles: Nitin/Nahar/DCM #ICIL / #TRIDENT Agrichem: #HERANBA
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@nid_rockz
Shreenidhi P
3 years
Maithan alloys down 25% post record high profits in q1 with q2 to b better than q1 Thiru,Panama Petro,mmfl are down 20-25% from peaks Heranba,Ace,shakti are down 15-22% from peaks Utilitize these opportunities Won't keep coming always Good comps bounceback equally fast
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@nid_rockz
Shreenidhi P
4 months
And then u sell in bulk deal right?? 😂😂
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@web_vj
Anshul Agarwal
4 months
Kundan reversal confirmed today!!! Let’s see if double button plays out
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@nid_rockz
Shreenidhi P
2 years
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Shreenidhi P
3 years
N that marks the end of result season #Q1FY22 Last 5 days had almost 800-1000 comps reporting on a daily basis Good qtr of earnings fo most of the comps Q1 was disrupted by covid related lockdown/restrictions Lets hope q2 will nt face any disruption Tried covering all results
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@nid_rockz
Shreenidhi P
2 years
End of #q2fy22 n #H1FY22 earnings season Outperforming sectors-textiles, auto ancillary, select commodities (stainless steel,ferroalloys) n banks Pharma n chem had a rough qtr with margin pressure Should get better by q4 Eagerly waiting for q3fy22 Hoping fo good n clean Q3🙂
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@nid_rockz
Shreenidhi P
2 years
Hi guys, A small favour plz This is the pic of my son who has turned 90days on 18th Aug We have given his pic for "Krishna Costume" contest All u guys have to do is: Open the link below in Instagram "Like" the pic n give lots of love n blessings #136
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@nid_rockz
Shreenidhi P
1 month
Learnings for FY24: Almost, similar learnings for last 3 years Pattern ramains the same EARNINGS, EARNINGS and EARNINGS If company delivers on earnings front Markets reward them well Never be afraid to bet big when earnings traction and future visibility is intact for 2-4…
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Shreenidhi P
4 years
Yet another results season comes to an end..🙂 Has been a wonderful yet very hectic Q3 results season Hope I did analyze the results well this season Thatsit from my side for Q3..happy investing folks
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Shreenidhi P
2 years
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Shreenidhi P
2 years
List of potential stocks with higher FY23 vs FY22: RoyalOrchid Speciality IndianHotels TajGVK EthosLtd PowerMech Cantabil ABFRL GMDC Chemcon Dreamfolks SyrmaSGS KPIGreen MetroBrands Mmforgings Navneet Raymond SCPL Vishnu CreditAccess Mirza VIPInds TDPower PhoenixMills Wonderla
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Shreenidhi P
3 years
A big thanks to all the 50k followers who found me worth following 🙂 Will be very happy if I ever added value through my tweets/sharing whatever I know Will continue to share/add value going forward Thanks once again for all the support Feeling grateful and blessed🙂
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Shreenidhi P
2 months
Without underlying financials??🤣🤣 Are u sure u cross checked?? For sure, u wouldn't have FYI, EPS grew 67% from 396rs to 661rs for midcaps over the last 2 years EPS grew by 53% from 340rs to 519rs for smallcaps over the last 2 years It's easy to tweet without any facts…
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@datta_arvind
Arvind Datta
2 months
People blaming SEBI chief for the carnage in small & mid caps But they don't realize overvaluations were there for everyone to see The music had to stop some day and it just stopped abruptly No one asked why small and mid caps were rising constantly without underlying financials
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@nid_rockz
Shreenidhi P
1 year
A very hectic day comes to an end finally So many good results today with many new updates,investor presentations,press releases etc Too much to go through n tweet relevant things that matters to public from morning till now Need a break Much needed Tiring n exhausting
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Shreenidhi P
2 years
End of #Q3FY22 results season Many comps witnessed margin pressure owing to higher freight cost, RM prices,coal n fuel costs Few of them outperformed despite challenges Lets see what #Q4fy22 has to offer Expecting a great end to FY22 Hope I have covered almost all results 🙂
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Shreenidhi P
3 months
Summary of results for 2nd and 3rd Feb 2024: #Q3FY24 : BLOCKBUSTER/BUMPER: Rategain Travel( #RATEGAIN ) Interglobe Aviation ( #INDIGO ) Delhivery ( #DELHIVERY ) Satin Creditcare ( #SATIN ) Tata Motors ( #TATAMOTORS ) Arihant Capital ( #ARIHANTCAP ) VERY GOOD: Samhi Hotels ( #SAMHI ) Balu…
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Shreenidhi P
3 years
Jubilant ingrevia #jublingrea Investment of 900cr in 3yrs Everything from int accruals👌 Splty chem-550cr Nutrition n health-100cr Lifescience chem-250cr Fy22 capex-350cr Rev potential-900cr @ peak capacity Diketene-Oct commissioning CDMO-Apr 2022 Vitamin B3+acetic anhydride
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Shreenidhi P
4 years
End of q1 Results season Tried to cover everything from large/mid/small/micro/nanocaps Hope it benefitted u guys🙂 This results season turned out to be much better than expected Traction in Pharma/API IT Agrochem Select splty chem Tea/coffee/sugar Q2 nos from next month
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Shreenidhi P
2 years
Krishna institute of medical sciences #KIMS Team of docs at KIMS performed India's first ever breathing lung transplant👌 Very Few institutes in US, Canada n Austria have been successful in conducting this Best transplant team in Asia Kudos to the team 👌 This is truly great
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Shreenidhi P
6 months
Some #Q2FY24 ConCall transcripts one shouldn't miss reading: I have covered midcaps, smallcaps where management clearly explains about Business Strategies and Plans Future Outlook for the sector and the comp Guidance Competition Concalls that I have gone through: Welspun…
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Shreenidhi P
2 years
Great results last week July 25th to 30th Deepak fertilizers Creditaccess Grameen Andhra Paper JK Paper Metro brands Rain Godfrey MBAPL Craftsman Maha seamless Jindal drilling Ethos Tinna rubber Ujjivan SFB Schaeffler SKF Guj Themis Coromandel Bajaj fin GHCL Apar industries KDDL
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Shreenidhi P
6 months
Summary of good #Q2FY24 for 9th November: BLOCKBUSTER: Force motors Electrosteel Castings ABB Aurobindo Cockerill Indo Tech Transformers Annapurna Swadisht Action Construction Equipment VERY GOOD: Suryoday small finance bank Marksans Pharma Sharda Motors Kaka industries…
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Shreenidhi P
3 years
Officially, #Q2FY22 starts from today With TCS being the first one to declare quarterly numbers Next week has many interesting names that are going to be declaring numbers Will cover everything that i can Interesting qtr as it's a normal qtr fo 90% of firms without disruptions
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@nid_rockz
Shreenidhi P
2 years
Extremely delighted n blessed to have been featured among these great guys on the list of "Top 15 Finance Influencers 2021"🙏 Congrats to everybody in the list Hope to keep adding value to the best of my ability,as much as I can Thanks all
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Shreenidhi P
2 months
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Shreenidhi P
4 months
Indian renewable energy development agency IREDA #IREDA Solid from IREDA Press release is very bullish PAT ⏫67% at 334cr vs 201cr Loan book of 50580cr⏫33.5% Networth at 8134cr⏫45.5% NNPA at 1.52% vs 2.03% GNPA at 2.9% vs 4.24%🔥🔥 Absolutely FAB set
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Shreenidhi P
3 years
Extremely happy to be followed by the great Ashish Kacholia sir🙂 @LuckyInvest_AK Dream come true moment Have always been a fan of ur stock pickings right from Mastek,Birlasoft,Polymed,Philips carbon,Vaibhav global,HLE,Acrysil to most recent KIMS,Garware hitech n Faze3 exports
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Shreenidhi P
2 years
Maithan alloys #maithanall Whattttaaaaaaaaaaaaa quarterrrrrrrrrrrrrrrrrr👌👌👌 Probably the best of Q3fy22 till now Rev at 928cr vs 452cr PBT at 395cr vs 71.5cr Q2 PBT at 224cr Big 80% QoQ growth PAT at 300cr vs 55cr Q2 pat at 164cr Q3 EPS at 103rs vs 19rs 9m EPS at 198rs
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Shreenidhi P
7 months
Summary of good results for 26/10/2023 #Q2FY24 #Blockbuster : DB corp Jindal Saw Venus Pipes Ugro Capital OM Infra Waaree Renewable Technologies #VeryGood : Dixon technologies AGI Greenpac Voltamp Transformers Eco Recycling ISMT #Good : Homefirst Canara bank Indian bank PNB…
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Shreenidhi P
3 years
Jubilant ingrevia #JUBLINGREA New inv ppt To meet fund houses this week Globally no.1 in 11 pyridine derivatives Lowest cost producer Globally top 2-vitamin B4 Domestic leader-vitamin B4 Leader-acetic anhydride 10% MS-splty alcohol Fy21 Ocf 680cr Roe 16.4% Debt ⬇️ 10% QoQ
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Shreenidhi P
3 years
Crazy ppl Want Rishabh Pant to be removed for just 2 bad games Hav some shame That guy won us series in Aus n in India vs England almost single handedly If anybody is to b dropped,it's Rahane This guy is seriously inconsistent Bring in Surya Kumar Yadav Replace Ishant Thats it
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Shreenidhi P
9 months
@datta_arvind Could ve waited for 20more mins to type this tweet 9:45 was price discovery anyways Costly "2mins of silence"🙊🙊
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Shreenidhi P
6 months
Summary of good #Q2FY24 on 8/11/2023: Blockbuster: Welspun Corp Ador Welding Ashoka Buildcon Lupin Insolation Energy Man Industries TD Power Concord Biotech Concord Control Systems Uni Abex Ferro alloys Pokarna Majestic Auto 63 Moons GPT infraprojects Brigade WS Industries…
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Shreenidhi P
2 years
4 interesting IC reports from Incred Globus spirits Largest grain based Distiller+massive capacity expansion Not debt funded Huge CF generator Coastal corporation Capex+entry into ethanol Unused capacity Gulshan polyols 500klpd facility in MP BCL Industries 52% CAGR fy24E
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Shreenidhi P
2 years
Good concall transcripts to go through Q1FY23 GujaratFluorochem RoyalOrchid TitagarhWagons MMForgings NavneetEducation Powermech Metro/CAMPUS GMDC Allcargo Raymond VishnuChemicals LaurusLabs ShardaMotors Devyani/Sapphire IndianHotels CreditAccess Ethos SPAL RushilDecor TataChem
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Shreenidhi P
2 years
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Shreenidhi P
3 years
At the end,all that matters is only EARNINGS,EARNINGS n EARNINGS REST,EVERYTHING IS JUST A NOISE For those who have conviction on the ones that they track v well, this is an opportunity to add at good prices Focus only on: EARNINGS VISIBILITY CAPEX (without big debt) OP LEV
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Shreenidhi P
3 months
Summary of good numbers for 25th and 27th Jan 2024: VERY GOOD/BLOCKBUSTER: Shakti Pumps DB Corp RS Software Zen Technologies Mangalam Cement ACC GOOD: Intellect Design Arena Elecon Engineering TVS Holdings KFin Technologies SBFC Finance RBM Infra Aeroflex Privi Speciality…
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Shreenidhi P
3 years
Clean science and technology Ltd #cleanscience Amazing comp Amazing track record of growth Mkt leader in almost all products in India n world Fastest growing specialty chemical comp Debt free Utilization overall stands at 71% Fy21 Rev 538cr Pbt 267cr PAT 198cr Super margins
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Shreenidhi P
2 years
Thats a wrap on #Q1FY23 Surprisingly,many comps pleasantly surprised with record high nos Retail/consumption Hotels/QSR/movies/travel accs Were the showstoppers Few good comps had margin pressure which might continue into Q2 n get better from H2 with inflation cooling off
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Shreenidhi P
2 years
When i wrote BEL nos r good n aren't comparable QoQ,i was told that I mislead retail BEL moved up 9%,they blocked me Same with #KMEW (last mnth) Guys who told me I'm posting rubbish,blocked me yest after price moved 20% to hit life high Why is it so difficult to agree n accept?
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Shreenidhi P
2 years
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Shreenidhi P
2 years
Some names holding strong in the mkt such as today(29/8/2022) Sharda Motors Maruti KPIGreen KPEnergy MMForgings Allcargo Powermech GMDC HariOm pipes VishnuChemicals IndianHotels Chemcon Westcoast Navneet KMEW TataChem JKPaper RushilDecor Fineotex AndhraPaper BEL MahSeamless
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Shreenidhi P
2 years
All the earlier non moving good funda companies making new highs/getting closer to new highs in the portfolio Strong stock specific action from April 1st onwards Maithan alloys Technocraft industries Cosmo films Angel one Redington IIFL Finance SSWL Allcargo VRL logistics
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Shreenidhi P
23 days
Indian Renewable Energy Development Agency IREDA #IREDA Solid #Q4FY24 with very good QoQ traction 🔥 GNPA and NNPA are sharply down YoY Rev at 1391cr vs 1036cr Q3 at 1252cr PBT at 480cr vs 288cr Q3 at 386cr Solid QoQ traction PAT at 337cr vs 253cr Q3 at 335cr Higher tax…
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Shreenidhi P
2 years
My list would be: Vishnu chemicals Raymond SSWL SP Apparels Powermech Allcargo Mastek EKC Redington Aster DM KIMS PSP projects GMDC Hari Om pipes ICICI Bank IIFL Finance Creditaccess-use all dips,go slow Sharda Cropchem KMEW 1-2qtrs: GHCL MRPL Chennai Petro Guj alkali
@kpthakershy
K.P.
2 years
Can we ask @nid_rockz @rdkriplani what one can add if on cash in this carnage with good future earning visibilities or have become a mouth watering value.. let the twitter family hear it from the best 🙏🙏😊
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Shreenidhi P
2 years
Excellent report from IIFL on Indian chemical space Beneficiaries include: Caustic soda players Soda ash players Vinati organics SRF Gujarat fluorochemicals-PTFE n other fluoropolymers Deepak fertilizers RCF GNFC Deepak nitrite Chemplast-PVC Astec n AnuRas Fine organics
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Shreenidhi P
2 years
When u put all efforts to cover more than 1500+ results on last 3 days of results season which will always b v hectic without even taking break on the weekends, All u get to hear is this kind of msgs If u can't b grateful,atleast stay away from foul language It's never good🙏
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Shreenidhi P
2 years
Down 19.6% from peak pf value in Feb-March Was never on cash,never raised cash Never invested a penny in last 9-12mnths Hoping for this phase to pass Many stocks looking v good on valns after fall: Allcargo Raymond Deepak fert EKC SPAL Redington etc Caustic/sodaash makers
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Shreenidhi P
5 months
Shriram Piston and Rings #SHRIPISTON #SHRIRAMPISTON Continuous 9 quarters of QoQ growth🔥 Last 4 years of excellent rev, EBITDA, PBT and PAT growth EBITDA moved from 216cr to 556cr TTM Solid margin expansion QoQ n YoY OPM moved from 14% to 20%👏 Very minimal debt D/E of…
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Shreenidhi P
2 years
Look at the kind of tweets that I keep getting every week Have never ever accepted any such request and will never ever accept it going fwd too Sad to see many good famous reputed handles getting into this😦 Never ever knowingly misguide🙏 Never ever sell ur soul 🙏
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Shreenidhi P
3 years
World with funny people!!! When I post the fact with charts of silicomanganese n ferrosilicon prices going up without naming the comp Ppl reply the names such as SAIL, TATA steel,GPIL,tata long,JSL,VEDL When I correct them n tell it's maithan alloys,they tell I pump it😂😂
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Shreenidhi P
3 years
Jubilant ingrevia #jubilantingrea Equirus initiates with target of 1,013rs Expects the specialty chem to drive the growth Lowest cost producer of pyridine derivatives with 20-80% mkt share Nutrition n health science to grow steadily Big volume growth expctd Capex beneficiary
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Shreenidhi P
6 months
As the earnings season #Q2FY24 has ended, make sure to have ur portfolio loaded with stocks that has delivered solid #q2fy24 and has good visibility for future #Q3FY24 will be very good for most of the consumption/retail names due to the festive season nicely falling in #q3
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Shreenidhi P
1 month
Got many DMs where people wanted to know some SME names that have growth visibility and valuations are decent: Hardly any stock that is available too cheap in this space Some names that i shortlisted: SJ Logistics #SJLOGISTICS #SJLOG Blockbuster #Q3FY24 delivered EBITDA of…
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@nid_rockz
Shreenidhi P
22 days
Sterling Wilson Solar #SWSOLAR Finally turns profitable!!! Hopefully this is just the beginning, given the industry tailwinds Solid orderbook providing visibility for next 6-8 qtrs Solid OCF Rev at 1178cr vs 88cr Q3 at 583cr EBITDA at 63cr vs loss Q3 EBITDA was -16cr…
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Shreenidhi P
3 years
Growth+value stocks in pf that has declared great last 2-3 quarters Granules india Laurus labs(value emerging with stock not going up much post bumper last 2 qtrs) Mastek Balaji amines Gtpl hathway NCL industries Sagar cement Indocount Visaka industries Happy to hold them all
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Shreenidhi P
2 years
Globus spirits #globusspr Promoter buying regularly from open market from last 2mnths Bought 4 times in March in first 17days
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Shreenidhi P
3 years
Globus Spirits #globusspr Blowout qtr!! Life high EBITDA, PBT and PAT Whatta show Despite restrictions/lockdowns Rev 551cr vs 292cr PBT at 85cr vs 25cr Q4 PBT at 74cr PAT at 56cr vs 18.5cr Q4 PAT at 50cr Q1FY22 EPS of 19.5rs👌👌 Spectacular on all counts 👌👌👌👌👌
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Shreenidhi P
13 days
Last 20 days since the earnings season started: Some observations: Mid and smallcap earnings stands out wrt large cap earnings, atleast till now😇 Positive margin surprises across mid/small caps with growing sales this time vs last qtr Stocks with high P/Es on TTM basis saw…
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@nid_rockz
Shreenidhi P
2 years
Summarising good nos for #Q3fy22 which might continue going into q4: Banks/NBFCs: ICICI Bank SBI ABCAPITAL Midcaps n smallcaps: Globus spirits EKC Cosmo films Angel one Technocraft Vishnu Chemicals Allcargo VRL logistics Dynamic cables PSP projects MM forgings Greenpanel
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Shreenidhi P
3 years
#jublingrea Anti dumping duty Big positive trigger for Jubilant ingrevia Laxmi organic IOLCP Jubilant ingrevia specifically: Planned for 250cr capex here Good margins in this segment historically Biggest player in acetyl value chain Q2 n H1FY22 numbers on 19th, Tuesday
@MrFinterest
🇮🇳 Nikhil Oswal
3 years
Big trigger for the companies into Acytle & derivatives. Anti Dumping duty from China. Country of exporter, China would be charged 24-44% duty on Acytle & its derivatives. Huge positive for: #JubilantIngrevia #LaxmiChem #IOLCP @nid_rockz @koolvicky @insharebazaar
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Shreenidhi P
3 years
Krishna institute of medical sciences #KIMS Lowest capex/bed vs peers Highest EBIT margins vs peers 22.7% vs next best of 11.6% by Max High asset turns Highest RoE n RoCE RoIC 32% vs next best 19% by Max ARPOB⬆️ Cheapest vs peers in valns Ev/ebitda P/E Reputed names in SHP
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Shreenidhi P
3 years
Jubilant ingrevia #JubilantIngrevia #JUBLINGREA Opportunity to grab market share Laxmi organics-shut down of manufacturing unit in Raigad due to excessive floods Will definitely take a month or two to re-start the operations in full swing Meanwhile, opportunity for ingrevia
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Shreenidhi P
3 years
Rain industries #RAININD #RAIN Excellent Q1fy22 and H1FY22 All segments contributed Rev at 3681cr vs 2387cr Lower other Inc QoQ Pbt at 364cr vs 66cr👌👌 Last qtr PBT at 314cr Big jump QoQ 👌 PAT at 266cr vs 34cr Q4 pat at 230cr Q1FY22 EPS at 7rs H1FY22 EPS at 13.2rs👌
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Shreenidhi P
3 months
PI Industries #PIIND BEAST!!!🙏🙏🙏 What an outlier in the space filled with underperformers this Q3FY24 Beats all estimates left, right and centre!!👏🔥🔥 EBITDA beat of 80cr!!! PAT beat of almost 100cr!!! Margins beat of 300bps almost!!! Agrochem and chemical comps fared…
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Shreenidhi P
1 month
Transformers and Rectifiers India Ltd #TRIL Blockbuster #Q4FY24 with solid margin expansion Margins should further improve next year given the strong orderbook and good execution in FY25 Great start to #Q4FY24 🔥 Rev at 512cr vs 438cr Q3 at 369cr PBT at 56cr vs 14cr⏫4x YoY…
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Shreenidhi P
19 days
Piccadilly Agro #PICCADILLYAGRO Blockbuster #Q4FY24 👏 Highest ever revenue, EBITDA, PBT n PAT in any qtr in comps history Steady OCF At 51cr vs 37cr Rev at 282cr vs 202cr Q3 at 191cr PBT at 59cr vs 9cr Q3 at 27cr More than 2x QoQ 🔥 PAT at 43cr vs 5cr Amazing set…
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Shreenidhi P
5 months
Very happy to inform that we have crossed 1 year and 18 days since the launch of our smallcase momentum portfolio😇 It was launched on the 3rd week of November Our main focus was to identify stocks that could do well for 4-6 quarters and have a sustained "earnings momentum"…
@PincWealth
PINC Wealth
5 months
📈 PINCMomentum Smallcase Records a 57.91% Growth Over the Past Year! This thoughtfully curated portfolio showcases companies with sustained earnings momentum, geared for potential success in the upcoming 4-6 quarters. Learn more: #PINCMomentum
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Shreenidhi P
11 months
Fought hard?? Really?? Lost by 209runs n BCCI tweets we fought hard😂😂 Till we have this attitude, we will never win ICC tournaments/cups 7 wkts lost today within lunch under 80 runs n this is "fighting hard" for BCCI😂😂😂 Anyways,we will arrange series against SL,WI,…
@BCCI
BCCI
11 months
#TeamIndia fought hard but it was Australia who won the match. Congratulations to Australia on winning the #WTC23 Final. Scorecard ▶️
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Shreenidhi P
2 years
When u have conviction,every single dip is a buying opportunity When the conviction is borrowed,one will be tempted to sell n panic at every small dip Study only the fundamentals Dont focus too much on price action When the biz has triggers,it's sure to do well Ex: chemplast
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Shreenidhi P
6 months
Consistency Thy name is Shriram Piston and Rings🔥🔥 #SHRIPISTON #SHRIRAMPISTON Last 8 qtrs: EBITDA and OPM: Q3FY22: 73cr 14% Q4FY22: 85cr 14% Q1FY23: 94cr 15% Q2FY23: 115cr 18% Q3FY23: 117cr 18% Q4FY23: 135cr 19% Q1FY24: 146cr 20% Q2FY24: 158cr 21% PBT:…
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Shreenidhi P
3 months
Good #Q3FY24 -7/2/24 till 3pm HBL Power #HBLPOWER Blockbuster #Q3FY24 🔥 Rev at 594cr vs 329cr PBT at 99cr vs 33cr, Q2 at 91cr PAT at 76cr vs 22cr, Q2 at 68.5cr Trent Ltd #TRENT Blockbuster 🔥🔥 Solid beat vs ests Rev at 3466cr vs 2303cr PBT at 445cr vs 175cr, Q2 at 289cr🔥🔥 PAT…
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Shreenidhi P
1 year
Excellent commentary for Q3FY23 n FY23 from few companies like Raymond Ujjivan SFB Royal orchid hotels Powermech Projects MM Forgings Ethos Ltd Dreamfolks Narayana Hrudayalaya
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@nid_rockz
Shreenidhi P
4 years
A listed comp P/e=8.3 Debt free Never diluted 3year sales cagr of 27% 5year sales cagr of 14% 3year PAT cagr of 53% 5year PAT cagr of 29% OPM of 15-16% 3year RoE of 23% 3yeat ROCE of 35% 75% promoter holding Reserves=20x of equity Dint pay dividend Go for it folks
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