Value investing ONLY
@stokkinvesting
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Seasoned Investor with 20+ yrs in Indian Equities Always in search of #Multibagger, #Hiddengems #marginofsafety #valueinvesting Views are not recommendations
India
Joined June 2022
#Rategain is correcting sharply after weak results At 450, Mcap 5300cr and has net cash 1300cr on BS, hence EV 4000cr #Rategain trades at <4x EV/Sales & ~17x EV/EBIDTA and is the cheapest SaaS co & generating strong profits & cashflows #Valueinvesting
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#Saisilk was at similar 150-155 level when it gave strong Q1 qtrly update after which stock went and hit high of 200 and is back to similar 150-155 levels now Hopefully: Abki baar, IPO price ke uss paar !
#Saisilk #Kalamandir gives strong qtrly update talking about Rev growth +28% yoy and also addressing issues on expansion led growth with 5 stores opened & 10 new planned Q1 concall commentary had indicated of strong Q2 led by higher wedding dates & early Dussehra, so here it is
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Qtrs with strong revenue growth in a retail biz is mostly accompanied by improved margins as the biz has lot of fixed costs So back to back strong qtrly perf should lead to stock re-rating from its current attractive valuations of 1.5x EV/Sales & <20x P/E I am holding, are you?
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#Saisilk #Kalamandir gives strong qtrly update talking about Rev growth +28% yoy and also addressing issues on expansion led growth with 5 stores opened & 10 new planned Q1 concall commentary had indicated of strong Q2 led by higher wedding dates & early Dussehra, so here it is
#Saisilk #Kalamandir con all commentary was quite positive Looking AT 15% Rev CAGR for next 3 yrs led by 4-5% SSSG & 8-10% store expansion Margins to expand from 15-16% now to 19-20% by FY27 Q2 also would be strong led by higher wedding days (21) vs 18 last yr & early Dussehra
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#Rategain acquires Sojern, bigger than its own Rev size at 1.5x EV/Sales & ~13x EV/EBIDTA Acquisition of $250mn /Rs2200cr, Puts 1300cr surplus cash on BS to productive use Target co valuation is decent, integration and roadmap to combined entity efficiency remains key
#Rategain is correcting sharply after weak results At 450, Mcap 5300cr and has net cash 1300cr on BS, hence EV 4000cr #Rategain trades at <4x EV/Sales & ~17x EV/EBIDTA and is the cheapest SaaS co & generating strong profits & cashflows #Valueinvesting
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As long as a biz is making EBIDTA loss, and that EBIDTA loss keeps growing, the stock price keeps correcting. Only upon the narrowing of EBIDTA loss along with sales growth, is when the stock trends up.. as seen in NxGen biz like #Zomato #Paytm #Olaelectric
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Do you also think #UrbanCompany stock price will go <100 & below IPO price like other NxGen loss making co's? #Olaelectric & #UrbanCompany have few similarities -Both are making optg loss -Both saw IPO hype, premium listing & initial run-up and then correction
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Promoters of Kovai Medical are continuously increasing their stake in #Lotuseye irrespective of the run-up in stock price Their stake in #Lotuseye is now 7.04% from 6.67% in Jun-2025 Reflects a healthcare promoters strong conviction in another healthcare biz
#Lotuseye Hospital promoter stake has slowly started increasing, after the steep decline Interestingly promoter of Kovai Medical is consistently increasing their stake in #Lotuseye Stock at inflexion, Expansion led good growth is about to begin #Microcap #Valueinvesting
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#Rategain is up 50% since the time it was highlighted as #Valueinvesting pick Trading at >50x EV/EBIDTA in 2024, it got so hammered that it went on to trade at ~15-16x EV/EBIDTA, ignoring the intrinsic strength and value of the biz. #Valueinvesting needs lot of CONVICTION!
#Rategain is correcting sharply after weak results At 450, Mcap 5300cr and has net cash 1300cr on BS, hence EV 4000cr #Rategain trades at <4x EV/Sales & ~17x EV/EBIDTA and is the cheapest SaaS co & generating strong profits & cashflows #Valueinvesting
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#Jaybharatmaruti is up 30% silently in 2 months since it was highlighted as a good #Valueinvesting play PV has started doing well, thanks to GST cut, so has PV related ancillary plays like #Jaybharatmaruti
Few more interesting facts on #JayBharatMaruti 1Q26 margins of 11.7% are highest in not just last 20 qtrs, but also higher than the margins it has done in last 10 years!
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I have read hundreds of posts about impact and fears of 100k for H-1B Visa. Dear Indians, please stand strong with the nation. In times of trade war, and such hard negotiations, what a nation & its leaders truly need, is the support of its citizens. Have faith!
$100k (around 88 lakh) for H-1B Visas per year from now. Indians get 72% of H-1B visas followed by Chinese at 12%. This won't end well for US. But, India won't be able to benefit from it if Govt and Indian IT Companies don't do the right thing. Indian IT companies will find it
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Just look at this slide/ data #KMCSpeciality 100% bed utilisation is extremely rare in Hospital biz A Superb execution!
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All in all, #KMCSpeciality has enough reasons to qualify as my next Healthcare pick - strong earnings growth, management track record, solid return ratio, reasonable valuation and trigger in form of Parent IPO Above are my thoughts for education purpose and NOT RECOMMENDATION
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..over the next 6-12 months, which could also be a trigger for #KMCSpeciality stock. https://t.co/wqibumj3gg
https://t.co/Vk7fupupDK
vccircle.com
Tamil Nadu-based Kauvery Hospital, which is backed by private equity investors 360 One Asset Management, Stakeboat ...
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The parent of #KMCSpeciality – The Kauvery Medical Care (India) Ltd, had raised US$70 mn from private equity investors in March 2023 to grow its capacity from 1500beds to 3000 beds over 3 years. The parent has already crossed 2500 beds capacity and is likely to launch its IPO..
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Valuations on current P/E of 36-38x might appear somewhat expensive, but it appears quite attractive on fwd PE given the strong growth from new facility & likely debt reduction resulting in very strong profit growth. EV/EBIDTA of <20x is also reasonable.
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As of Mar-25 #KMCSpeciality’ net debt has peaked at ~70cr and the company would again be net-debt free by FY27, thanks to its very strong OCF. KMC has had an enviable ROIC of >30% since last 2017 except for last couple of years which saw significant investment in new facility
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The bed utilization which reached 94% in FY24 has reduced to 68% in FY25, after commencement of new hospital, providing enough room for growth over next few years
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The strong Revenue growth over last 4 years has been mainly from In-patient growth of 15% CAGR while ARPOB has grown 5.5% CAGR over FY21-25
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#KMCSpeciality has a solid track record of 20% Revenue CAGR & 25% EBIDTA CAGR for last 10 years 2015-2025. And Rev & EBIDTA CAGR of 22% & 25% respectively for last 4 years is no different. PAT growth for last 3 years is impacted due to new facility.
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The ~200cr Capex for new hospital (Maa Kauvery) has been fully funded by internal accruals & debt. Promoters continue to hold 75% stake with no dilution.
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