CA Sudhir Bheda
@sudhir_bheda
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Everything equities
Mumbai, India
Joined September 2015
Afcom holdings Interesting H1 updates. Fy 2026 H1 Revenue ⏏️ 166% yoy and 🔼 2.1% qoq Total trips in q2 🔼 8.45% qoq stands at 888. Aggregate cargo volume 🔼 16.4% qoq stands at 11,856 MT Company has achieved load factor of 89.8% Growth is driven by network expansion,
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Sathlockhar. Strong half yearly update on performance & growth. 75% growth in Half yearly turnover. Execution to pick up pace from H2 Order book stands at 1300cr to be executed in just 6 to 10 months. Interestingly bid pipeline is around 13,000cr !!! Going by the updates ,
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The results and presentation of Bank of Maharashtra is treat to read. This PSU bank has been showing parameters of quality private banks. Advances have grown CAGR of 20% in last 5 years. Deposits have grown CAGR of 16% in last 5 years Compounded PAT growth is whopping 69%
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Unstoppable!! These opportunities come once in 5 years
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30% return in just one month You’re welcome
Massive value unlocking opportunity! SIFY set to be first listed pure play data center company in India IPO valuation is expected to be 26,000Cr Parent company ADR trading at only 7,000Cr Parent company also has digital/cloud biz Can be 3X in 6 months!! Vested int
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Visited NESCO exhibition centre Goregaon Mumbai. Visited companies manufacturing Hand tools , drones & Fire fighting equipments Drones applications has started in various segments and sector going to explode. Make in India will support domestic companies engaged in fire
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Participated (in a small way ) in pref issue of Sejal Glass along with Abakkus Growth Fund , Mr C. Gogri of Aarti Ind and other veteran investors. Company has good growth potential on the back of huge consolidation projects in gulf region and new products development
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Sathlokhar Synergys E&C Global Ltd. #SSEGL Participated in pref issue SSEGL is Chennai based company providing end to end construction solutions right from design, civil, electrical & mechanical engineering. Co has healthy order book and expected to deliver high growth in
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IZMO LTD in 4 figures !!! Nothing more to say
Good set from IZMO in lean quarter Revenue 🔼 21% yoy EBITDA 🔼 16% PAT 🔼 20% EBITDA growth is muted as Employee exp 🔼 by 3.77 cr in q1 Heartening to see solid traction in new client addition 166 new clients added in US 89 new clients added in Europ #IZMO
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China has installed staggering 246 GW solar capacity in just first half of the current calendar year!! India’s target is to achieve 500 GW of non - fossil fuel based electricity by the year 2030. India’s electricity demand will surge 3 times by 2047 Our country’s Renewables
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Attended India’s largest tyre valve company’s 50 year celebration program. Nandan Nilekani and Swapnil Jain (co founder Ather Energy) were guest of honour. Co makes tyre valves (70% mkt share ) EV Battery valves , AC valves and critical brass products. QCO (Quality Control
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This bauxite mining stock defy every negativity and doubled in 11 months
Price of Aluminium is raising consistently Due to shortage of bauxite (ore required to produce alumina) producers are facing severe crunch of raw material. Several countries have banned the export of bauxite which is causing supply shortage. Price of bauxite is also on 🔥
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Massive value unlocking opportunity! SIFY set to be first listed pure play data center company in India IPO valuation is expected to be 26,000Cr Parent company ADR trading at only 7,000Cr Parent company also has digital/cloud biz Can be 3X in 6 months!! Vested int
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Honourable FM and GST council ne hamari sun li : Dot on target
Following sectors to benefit significantly as the chances of GST reduction is high FMCG (many items can move to 5% from 12%) Life Insurance Likely reduction from 28% + to 18% : -A. C. & refrigerator -Automobile (specifically 2/3 w & small cars -Cement #GSTReforms
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Hotel Kamat Big turnaround story is unfolding KTA from PPT uploaded on BSE Debt is reduced from 327cr to 105cr to be reduced further No of properties will go to 26 from 19 Keys will be 2500 by fy26 Pan India presence Focus on asset light model #HiddenGem
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War 2 & box office sensation Rajnikanth’s Coolie are heading towards ₹200 cr collection in just 4 days Good time for PVR Inox as film exhibition industry is on the path of strong revival Even in the worst time PVR has posted positive cash flows Let’s see kya hota hai
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Following sectors to benefit significantly as the chances of GST reduction is high FMCG (many items can move to 5% from 12%) Life Insurance Likely reduction from 28% + to 18% : -A. C. & refrigerator -Automobile (specifically 2/3 w & small cars -Cement #GSTReforms
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Some well known names have been minting billions of rupees by overtaking investors in queue. Their buy/ sell orders-always execute first before other investors can even place their orders. SEBI should investigate this how their orders always get priority #SEBI
#IPOListing
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