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Equity Insights Elite

@EquityInsightss

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Growth + Value Investor | My Investing journal | NISM Cert. Research Analyst | Equity Markets | Fundamental Analysis | Views are personal | SRCC alum | DMs 🤗 |

Contact +91 8595162794
https://t.co/BgbELo2Wyw
Joined January 2021
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
5 months
Real Estate Sector - Sector for next 1-2 Years🟢 Many of the players will do extremely well🔥 Do not miss this golden opportunity of the real estate upcycle🌆 4 Stocks, Important Metrics, Valuations - Everything covered in detail Bookmark 🔖 for future reference 🔸Sunteck
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Cheat Code for Multi bagger :- - Starting valuations: 15-25 P/E Lower the valuations higher the upside. - Revenue growth: At least 25% This means 2x revenue in 3 years. - Levers for margin expansion Operating leverage must play out. PAT growth > REV growth. If revenue
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
How to Track " Super Investors " using Screener ? This has helped me a lot in my investing journey Screened a lot of Multi baggers through tracking portfolios💹 A Thread🧵
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
VALUATIONS Simplified💹 Find Multi-Baggers 💸 Topics covered:👇 - P/E - EV/EBITDA - P/B - Mcap/Sales - EV/OCF, FCF - PEG Ratio - Forward Valuations The most important concept (Everything you need to know, Bookmark🔖) A Thread🧵
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Valuations ~ Simplified Guys, I am working on a detailed thread where we will be discussing each valuation ratio: - P/E - PEG Ratio (P/E / Growth) - EV/EBITDA - P/B - Mcap/Sales - EV/OCF / EV/FCF In detail, we will try to cover everything around it. Are you excited about it?
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
LIST OF 110+ Companies🟢 Management have guided to deliver 15-200 % Growth🔥 All stocks must be on radar Bookmark 🔖 for future reference 🔸Indo count Industries - REV Guidance: 20-25% - Double the Revenue in the Next 3-4 Years - Margin : 16 - 18% - Volume guidance:
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Top Star Investors I track very closely: (Updated) - Samit Vartak (SageOne) - Sunil Singhania (Abakkus) - Ashish Kacholia (Lucky Investments) - Mukul Agarwal - Nalanda Capital, Pulak Prasad - Malabar Investments - Raamdeo Agarwal (MOFSL) - Madhusudan Kela - Samir Arora (Helios)
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
27 days
Companies Guiding for 40-50 % CAGR💹 40 % CAGR --> 2 X Revenue in 2 years👇 Top Stocks to add in watchlist💸 A Thread🧵
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
25 days
How P/E Expansion Works💹 Understand this for spotting future multibaggers💸 This is the main reason why stocks give multibagger returns:🔖👇 P/E Ratio = Share Price / EPS Initial - Share Price - 100 - P/E - 10 - EPS - 10 1⃣Now imagine P/E expanding to 20, EPS doubling in
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Top Star Investors I track very closely: - Samit Vartak (SageOne) - Sunil Singhania (Abakkus) - Ashish Kacholia (Lucky Investments) - Mukul Agarwal - Nalanda Capital, Pulak Prasad - Malabar Investments - Raamdeo Agarwal - Madhusudan Kela - Samir Arora - Ashish Dhawan - Vijay
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Anant Raj: More Than Just a Data Centre Player - Other growth levers which are rarely discussed. - Differentiating factors that set Anant Raj apart from other real estate players. - Massive land bank parcel ~ 300 Acres at prime locations - Integrated development on Golf
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Here are 5 high-growth stocks on my watchlist: Growth Guidance 40-50 %💹 Will look to add during corrections. 1. Zaggle - Double revenue in the next 2 years, >40 % CAGR. - Looking for inorganic acquisitions. - Long-term margin guidance: 15-16%. 2. Ganesha Eco -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
3 High Growth Stocks in my radar🟢 Guiding for 50-100 % CAGR growth💹 (Must be on radar) 🔸Techno Electric - FY24 REV : 1502 Cr - 2500 Cr REV by FY25, EPS - 35 - 3500 Cr REV by FY26, EPS - 50 (50 % CAGR) - 10,000 Cr REV by FY28-30 (35 % CAGR) Order Intake FY24 - 7000 Cr
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
9 months
Heliox Flexi Cap Fund. Stocks - Allocations % HDFC Bank- 8.98 ICICI Bank- 6.38 SBIN- 3.44 Larsen & Toubro- 3.22 Zomato- 3.05 HPCL- 3.03 IndusInd Bank- 2.95 Varun Beverages- 2.92 ITC- 2.76 Axis Bank- 2.55 KPIT Tech- 2.49 MCX- 2.23 Cholamandalam - 2.15 Paytm- 2.11
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
12 days
25 + Companies that reported good #Q1FY25 💹 P/E < 25 ✅ Available at decent valuations Must be on radar🔖
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
25 days
How To Spot Multibaggers⭐️
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
So many red flags here Kya Chal raha hai ? P/E - 180 P/Sales - 21 X🙃 No Cashflows Single Digit RoE Growth slowing down Be careful #PARAS
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Entire Textile Sector Covered (20 + Companies) Textile Players across the Value Chain Valuations look attractive Lot of players Trading sub 20 P/E on fwd basis Many of the players will do well if the time horizon is 1 year+. Centre plans to bring T-shirts and innerwear under
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Semiconductors The Indian Semiconductor market is expected to grow 20-25 % over the next 10 years. Allied sectors will benefit from the semiconductor ecosystem. The first major fab in India is being set up by Tata Electronics in Gujarat. Key companies in this area include
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Water Theme It is going to become big in next few years Which are your top bets All players included EPC Water pumps DI pipes Water Treatment
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
One of my favourite fund house ~ Abbakus One of the best GARP investors "Growth + Value Investors" Their main forte is not to overpay, but to find hidden gems at attractive valuations. Make money from both : "P/E Re-rating" + "EPS Growth" Top winners in last 2 years: - Stylam
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
My favorite fund house ~ Valuequest Investment Advisers Top winners: - Kaynes: 5x - Kirloskar: 3x They were early identifiers of many themes and have identified a lot of multibaggers. Last 2 Year Transactions. - Kirloskar Pneumatic: 1343 (463) - Kaynes Tech: 3986 (764) -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
10 High Potential Smallcaps on my radar ✅ Growth Guidance: 30-100%💹 Differentiated Business Models Across 10 Sectors🟢 Star Housing - AUM Guidance: 35-40% - 2000 Cr AUM in the next few years Suraj Est - Pre-sales up 76% to 850 Cr - Residential: 650 Cr - Commercial: 200
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
4 months
25 Low P/E High Growth Stocks P/E < 26 , PEG < 1 Earnings growth💪 + Rerating Candidate🔥 - L T Foods (P/E 12) - Motilal Oswal (P/E 17) - Technocrat Ind (P/E 16) - Time Technoplast (P/E 19) - Shriram Pistons (P/E 22) - Glenmark Life (P/E 19) - Indo Count (P/E 21) - Rushil
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
10 days
Top Companies on my radar which I will always look to add during corrections🟢 EPS Growth > 25-100 %🔥 - Poonawalla Fin - Zaggle - Tejas Network - Samhi Hotel - IndiaMart - Newgen Software - Force Motors - Venus Pipes - MOFSL - Nuvama - Pricol - PGEL - Associated Alc - SJS -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Antony Waste Handling♻️ PEG < 1 , P/E : 20✅ - Double REV in 3-4 Years - EBITDA Margins : 22-23 % (Operating Leverage benefit💹) - Mcap/OCF : 12.5 - P/Sales - 2 x - Ev/EBITDA - 10 x - RoCE : 14 % - RoE : 13 % - D/E : 0.5 3 Year Sales Growth : 25 % 3 Year EPS Growth : 24 %
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@rohits_bn
Rohit Saini
@rohits_bn
1 month
Antony Waste Management interview Mcap - 1700 Cr Order Book of 8300 Cr Guidance of 20-25% revenue CAGR over the next 5 years Expected EBITDA margin of 22–23% and PAT margin of approximately 10% #antonywaste #stockmarketsindia
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Make the Most Out of the P/E Ratio💹 Find Multi-Baggers Using P/E Ratio💸 The most important concept (Everything you need to know, Bookmark🔖) Topics covered:👇 A Thread🧵
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
My Favourite fund house "Abakkus" Post the entry of Abakkus Fund After their entry: - Shriram Pistons: 1100 --> 1957 - LT Foods: 162 --> 257 The most important part is that both of them were available at a 10 P/E. - LT Foods re-rated from 10 P/E to ~15 P/E - Shriram Pistons
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Power of Buying Low P/E stocks Entry Valuation is the key to make abnormal returns When market crashes ~ allocate big ~ hold tight
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
21 days
🎯Spot Multibaggers💸 Entry/Exit P/E is the most important criterion that decides the future return potential of a stock💹 Let me highlight with an example:🔖 P/E Ratio = Share Price / EPS Company Name: Studio - P/E: 200 - EPS: 10 - Share Price: 2000 Case 1: Earnings
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Paras Defence (Bubble)🙃 P/E - 201x P/Sales - 24x EV/EBITDA - 103 Negative cash flows Single-digit return ratios Even if it falls by 80%, it will still remain expensive Re Rated to unimaginable levels #PARAS
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
So many red flags here Kya Chal raha hai ? P/E - 180 P/Sales - 21 X🙃 No Cashflows Single Digit RoE Growth slowing down Be careful #PARAS
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
17 days
LT Foods ~ 2-3 X Opportunity💹👇
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
20 days
LT Foods - Steady Results✅ A Re Rating Play 💹 - Solid Volume growth🔥 - Margins expansion : Long Term guidance 14-15 % - UK Expansion ~ a huge opportunity⭐ #Q1FY25 - REV🔼16 % - 2070 Cr - PAT🔼13 % - 155 Cr RoE - 17.8 % , RoCE - 20.8 % Balance sheet continues to improve
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
25 days
Make 100 Cr by Investing 10 Lakhs🚀 💹The Best of Ramesh Damani -: 🔸Best Stocks in the world - Liquor & Tobacco 🔸Philip Morris up 2,000,000 times in $ terms 📊Markets have 2 kinds of people: 🔸Those with experience 🔸Those with money 📉At the end of a bull market: 🔸People
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
VALUATIONS Discussed in Detail📊:- Most Common Metrics for Valuations: - P/E - EV/EBITDA - Mcap/Sales - EV/OCF, FCF - PEG Ratio - (P/E / Growth) (One of the best metrics) Valuation Metrics for Different Sectors REAL ESTATE: - Mcap/Pre Sales - Mcap/Embedded EBITDA - Mcap/OCF
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
I like to buy companies that keep on beating their guidance, focusing on "Under Promise and Over Deliver" rather than "Over Promise and Under Deliver." - KPIT Tech - Anand Rathi - Indian hotels - Bajaj Finance - Cholamandalam Finance - Titan - Kalyan - Senco - Max - VBL - Uno
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
22 days
Good Results Today, Long list👇 Must be on radar⭐️ Blockbuster - PG Electroplast - Sona BLW - IEX - Aurion Pro - Bikaji - TIPS - V Guard - Epigral - KPIT - CG Power Good - LT - HFCL - MAS Fin - Shriram Pistons - SBI Life - Welspun Liv - Petronet Add👇if missed #stockmarkets
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
GE Shipping ~ Undervalued Asset, getting Re Rated P/E - 9 Ev/EBITDA - 5.5 FCF Yield - 10 % RoE > 20 % Net Cash ~ 3500 Cr Cash to be utilized for dividends & fleet modernization Demand/Supply fundamentals remain robust across crude/product/dry bulk segments
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
19 days
Strong hands buying, weak hands exiting 23 companies where: 🔸Promoter, FII, and DII increased their shareholding 🔸Public shareholding decreased in the last quarter Good mental model to screen stocks #investing #stockmarkets
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
15 Businesses that Demonstrated Operating Leverage 🟢 Delivered Blockbuster #Q4FY24 💹 EPS Growth > Revenue Growth🔥 - Shriram Pistons - Shakti Pump - Motilal Oswal - Macpower CNC - Nuvama Wealth - Interglobe Aviation - Venus Pipe - PGEL - Uno Minda - Rategain Travel - SG Mart
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Earnings Growth + Valuation Expansion Action Construction: - P/E: 20 ~ 55 - PAT: 4x in 3 years - Share Price: 7 X Anand Rathi: - P/E: 20 ~ 70 - PAT: 5x in 3 years - Share Price: 6 X Neuland Lab: - P/E: 20 ~ 30 - PAT: 5x in 2 years - Share Price: 7 X Neuland Lab PAT: 5x in 2
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
25 days
📊Fundamental Metrics I Track for Filtering Stocks: Bookmark🔖
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Top Sectors I am interested in Currently Available at decent valuations👇
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
29 days
Bloodbath in Semi Conductor Stocks US is contemplating stricter trade rules to curb China's chip industry. 49% of ASML REV contributed by China ASML makes the machines that are required to manufacture the most advanced chips in the world. Manufactures photolithography
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
Companies which delivered solid #Q4FY24 EPS Growth > 40 %🔥💹 - Motilal Oswal - SW Solar - Tejas Networks - Inox Wind - Netweb Tech - CDSL - ICICI Sec - 360 ONE - Poonawalla Fin - Anant Raj - Trent - Zen Tech - JBM Auto - IFCI - Five Star - UTI AMC - Kirloskar Pneumatic - MCX
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Just Imagine today in the brutal sell off🔻 Nuvama ~ 4100 AngelOne ~ 2130 Gujarat Fluorochem ~ 2500 Sanghvi Movers ~ 970 Goodluck ~ 720 Prestige ~ 1400 Vaibhav ~ 263 TARC ~ 136 Shriram Pistons ~ 1670 PGEL ~ 2315 Hariom ~ 505 And countless opportunities As the stocks
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
4 months
10 Stocks that I would have loved to add to my Portfolio - Trent - KPIT Tech - Action Construction - VBL - Dixon Tech - BSE - Zomato - RateGain Travel - C.E. Infosystems - Sona BLW but what's stopping me It's Valuations 😔 All in my watchlist, any day I get an opportunity in
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
23 days
Rakesh Jhunjhunwala increased his net worth by 7x on Budget Day, from ₹3 Cr ~ ₹20 Cr in just 3 hours. This video always comes to my mind on Budget Day. Please never take mindless leverage. There is only one Rakesh Jhunjhunwala👑 #Budget2024
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
List of 30+ Companies🟢 Management have guided to deliver 15-40 % Growth🔥 All stocks must be on radar Bookmark 🔖 for future reference 🔸Indo count Industries - REV Guidance: 20-25% - Double the Revenue in the Next 3-4 Years - Margin : 16 - 18% - Volume guidance: 110-115
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
22 days
Companies that delivered Blockbuster #Q1FY25 Operating Leverage in Play💸 Delivered PAT Growth🔼30 - 100 %💹 I will look to add during a major dip🔖 A Thread🧵
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
Top Companies on my radar which I will always look to add during corrections🟢 Growing > 30-100 %🔥 Available at Decent valuations, PEG < 1-1.5 💹 - Venus Pipes - Hariom Pipes - Nuvama Wealth - CDSL - AngelOne - Motilal Oswal - India Shelter Finance - Kalyan Jewellers - Senco
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
9 months
@malikgarv Profitable only account of other Income Cash Balance 11,483 Cr Core Business still in Loss
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
29 days
Textile Export FY30 Targets ~ $100 Bn💹 Key Beneficiaries👇 🛏️Home Textile Players - Welspun Living - Indo Count - Himatsingka Seide - Faze Three 🔸Upcoming free trade agreements with the UK and Europe remains a key trigger. 🔸"China-plus-one" strategy is gaining momentum.
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Entire Housing Finance Sector Covered🌇 Why Housing Finance ? - Huge Tailwinds in the sector - Beneficiary of the Real Estate upcycle - Rate cut will boost the demand going ahead Some are trading below 1 P/B for a reason - No Growth in AUM - Legacy Asset Quality Issues - Single
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Equity Insights Elite
@EquityInsightss
24 days
Companies that reported blockbuster #Q1FY25 💹 Must be on radar⏫
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
26 days
Results Season has started with a bang🔥 Many companies are reporting 40-100% growth💹 Here is a way to track results effectively Find Multi-Baggers Using Screener💸 A Thread🧵
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
30+ Companies on my radar🟢 Delivered Blockbuster FY24💹 ✅FY24 Growth > 25-100%🔥 ✅FY25 Guidance > 20-40% - Signature Global - Sobha - C.E Infosystem - Kalyan Jewellers - CarTrade Tech - Rategain Travel - PGEL - Medi Assist - Senco Gold - India Shelter - Satin Credit -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
100 + Companies which delivered blockbuster #Q4FY24 💹 Must be on radar SWSOLAR DOLATALGO TEJASNET SHAKTIPUMP NPST INOXWIND PNGS COCHINSHIP MOTILALOFS AJMERA GLAND PHOENIXLTD SJS ISEC BIRLAMONEY GRSE ANGELONE 360ONE ANANTRAJ UGROCAP LUMAXTECH CARTRADE NUVAMA SDBL SATIN GOKULAGRO
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
Blockbuster Results Today (Long list) - HBL Power - Vishnu Prakash - Tinna Rubber - Kilburn Eng - Lumax Auto Tech - Natco Pharma - Macpower CNC - Frontier Springs - Krystal Integrated Decent Set - Oriental Aromatics - EMIL - ICIL - Likhitha Infra - Sigachi - Arman Financial -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
40 + Companies on my radar🟢 Growing > 25-100 %🔥 Criteria ✅Growth > 25 % ✅Guidance > 25 - 100 % - Newgen Software - Fedbank Financial - Home First Finance - India Shelter - Techno Electric - C.E Info System - PGEL - Inox Wind - Kaynes Tech - Ganesha Eco - Phoenix Mills -
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Equity Insights Elite
@EquityInsightss
17 days
PCBL (4 X opportunity ?) Margins Improvement by 200 bps Profit 5 X ~ 2500 Cr in 5 Years Mcap - 11,150 Cr P/E - 23 FY24 - REV : 6420 Cr - PAT : 491 Cr FY29 - E PAT : 2500 Cr Mcap - 50,000 Cr (> 4 X) Exit P/E - 20 If P/E Re rates Returns will be much higher. Keep tracking
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
👕TEXTILE SECTOR ~ Poised for Growth in FY25💹 Home Textile Players🛏️ - Welspun India - Indo Count - Himatsingka Seide - Faze Three - Trident ~ "China-plus-one" strategy is gaining momentum as brands diversify away from China. ~ Bangladesh and Vietnam gained market share
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Entire Textile Sector Covered (20 + Companies) Textile Players across the Value Chain Valuations look attractive Lot of players Trading sub 20 P/E on fwd basis Many of the players will do well if the time horizon is 1 year+. Centre plans to bring T-shirts and innerwear under
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
5 months
List of 30 Smallcaps🟢 Available at >🔻25% Correction Which ones look like value buys, and which ones would you like to consider adding? Angel One Arman Financial C.E. Info System Credo Brands D B Corp Datamatics Dreamfolks EMS Gabriel India GMM Pfaudler Hariom Pipe IFGL
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Nalanda Guys are extremely smart They added Thermax in 2020 Made approx 7 X on their investment Today Sold 15 L shares @ 5100 Kudos 👏 to them Still they hold approx 66 L shares They bought it when no one was interested in the capital goods theme Today SBI mutual fund bought
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
No one was interested in Amara Raja and Exide when they were available at such attractive valuations in 2022-23. Amara Raja was quoting below 15 P/E. Exide was quoting near 20 P/E. Now it seems everyone is getting bullish when the multiples have already been elevated. Amara
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
8 months
Both Exide and Amaraja were written off Now both towards their 52 week highs Now for Exide Valuations seems little high as compared to Amaraja Amaraja looks much better in terms of risk reward Trades at 17 P/e v/s Exide at 30 P/e New business scaling quite well and it is
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
27 days
Lot of themes look very attractive: ♻️ Waste Management 🖥️ Data Centres 🛡️ Defence 🚆 Railways 🌿 Renewables 🚢 Shipbuilding ⚡ Power - T & D 🏭 Capital Goods 💧 Water But not at current valuations. No doubt, about the growth, Runway is huge. The best time to enter a theme is
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
👕 Textile Players across the Value Chain Textile Export FY30 Targets ~ $100 Bn 💹 TEXTILE SECTOR ~ Poised for Growth in FY25 Many players trading below 20 P/E on a Fwd basis. Now, the government's focus has shifted here, which is positive for the sector. The center plans to
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
OSIA HYPERMART - Potential Multibagger?💹 Largest Retail Chain of Gujarat (Mini Dmart)🛒 OSIA: Mcap - 300 Cr (0.1 % of DMART) - P/E - 15 - P/Sales - 0.25 DMART: Mcap - 3 L Cr - P/E - 120 - P/Sales - 6 Let's find out, Detailed Analysis👇
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
List of 30+ Companies🟢 Management have guided to deliver 15-40 % Growth🔥 All stocks must be on radar Bookmark 🔖 for future reference (Part ~ 3) 🔸Fino Payments - E FY25 : 25% Growth - Profit growth will be higher due to operating leverage - SFB License - huge
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
20 days
Blockbuster from Nuvama Wealth💹 Wealth Management ~ Multi Decadal theme P/E came down post strong EPS growth ✅ Detailed analysis tomorrow #Nuvama
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
21 days
Nuvama ~ Hits ATH💹 Catch up Rally😉 Set To Report #Q1FY25 Tomorrow Expecting a banger #nuvama
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
List of 30+ Companies🟢 Management have guided to deliver 15-40 % Growth🔥 All stocks must be on radar Bookmark 🔖 for future reference (Part ~ 2) 🔸Anand Rathi: ~ 20-25 % AUM growth for the next few years ~ 30 % PAT Margins 🔸L&TFH: ~ Retail 25 % AUM Growth ~ >95 %
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
4 months
40 Low P/E High Growth Stocks (Updated list) P/E < 25 , PEG < 1 Earnings growth💪 + Rerating Candidate🔥 - TCPL Packaging (P/E 18) - Geekay Wires (P/E 14) - L T Foods (P/E 13) - Motilal Oswal (P/E 17) - Lincoln Pharma (P/E 13) - Maharashtra Seamless (P/E 11) - GPIL (P/E 13) -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
Top Companies on my radar which I will always look to add during corrections🟢 Growing > 25-100 %🔥 Available at Decent valuations, PEG < 2 💹 - Phoenix Mills - Sobha - Venus Pipes - Hariom Pipes - Nuvama Wealth - AngelOne - Motilal Oswal - India Shelter Finance - Home First
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
This is Huge 🟢 Ashish Kacholia Sir Bought 9.1 L Shares worth 40 Cr in SG Mart SG Mart – Tech Enabled B2B marketplace for Construction Materials E REV FY27: 18,000 Cr FY24: REV: 2683 Cr PAT: 61 Cr OCF: 32 Cr Covered 👇 #SGMART #SGmart
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
SG Mart - Huge potential🟢 SG Mart – Tech-Enabled B2B marketplace for Construction Materials Total Revenue Potential FY27: 18,000 Cr B2B construction material industry Addressable market - Rs 6 Lakh Cr FY24: Solid🔥 REV: 2683 Cr PAT: 61 Cr OCF: 32 Cr ROCE : 43% Net Cash:
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
27 days
Watch the legend during peak pessimistic situations SENSEX - Jan 2008 : 21,200 Peak - Oct 2008 : 7,700 bottom Drawdown ~ 64% By 🐐 Rakesh Jhunjhunwala "Now is the best time to buy the riskiest assets Greatest returns over the next 2 years" When markets price in pessimism,
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
18 days
Textile Sector in focus👀 Good Nos have started to come Still Valuations look attractive, lot of value buys available Tailwinds in the sector👇
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
👕 Textile Players across the Value Chain Textile Export FY30 Targets ~ $100 Bn 💹 TEXTILE SECTOR ~ Poised for Growth in FY25 Many players trading below 20 P/E on a Fwd basis. Now, the government's focus has shifted here, which is positive for the sector. The center plans to
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
15 days
This bubble is getting bigger and bigger🙃 P/E ~ 228 Ev/EBITDA ~ 94 It's getting very hard to digest😅 Who is buying this? (I want to meet them ) #TRENT
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Dixon , Trent - Bubble Zone ? Entry P/E - 200 Exit P/E - ??? Dixon P/E - 183 EV/EBITDA - 92 5-Year Sales CAGR: 43% 5-Year Profit CAGR: 42% TRENT P/E - 206 EV/EBITDA - 85 5-Year Sales CAGR: 36% 5-Year Profit CAGR: 57% Even if I assume it will continue to maintain 40% growth
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
EMS Industry Electronic manufacturing is likely to double in the next 5 years to ~ $250 Bn. Current electronic exports: $125-130 Bn Currently, 25 lakh people are employed, with a target to double employment in the next 5 years. The EMS industry is set for rapid growth in the
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Todays Crash was a buying opportunity.... I tried to deploy as much as I could. I'm still holding some dry powder. I couldn't imagine so many of them were frozen in the Lower Circuit. Prestige, Vaibhav, Goodluck, Angel, Nuvama and many more This was a great sale in
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
4 months
List of 50+ Companies🟢 Management have guided to deliver > 20 % Growth🔥 All stocks must be on radar Bookmark 🔖 for future reference 🔸Home First Finance: ~ AUM Growth > 30 % ~ Disbursement 20-25 % Growth ~ ROA 3.5% to 3.6% ~ Leverage will increase to > 5 X in next 2
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
29 days
Two Dhamaka Results 🔥 Both sub 1000 Cr Mcap - Lotus Chocolate (After the acquisition of Reliance Retail, reported blockbuster results) - Ratnaveer Precision
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
Top Companies on my radar which I will always look to add during corrections🟢 Growing Min > 25-100 %🔥 Available at Decent valuations, PEG < 1-1.5 💹 - Beta Drugs - Phoenix Mills - RateGain - AurionPro - Signature Global - Sobha - Sanghvi Movers - Medi Assist - Venus Pipes -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
15 days
What is wrong with Focus Lighting ? P/E ~ 20 , PEG < 1 Revenue Growth guidance 25-30% ~ FY24 REV : 224Cr 🔼33% YOY ~ EBITDA Margins : 17-19% ~ New trade (B2C) Vertical will be live in upcoming Quarters ~ ROCE & ROCE > 30 % ~ D/E : 0.1 Current Valuations look attractive, let's
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
12 days
CDSL🔥 Amazing journey till now💹 5 X PAT in 5 Years✅ From 16 P/E Re Rated to ~ 53 P/E 5 Year Stock CAGR : 68 % (up 12 X in 5 years)🔥 Solid Cash generation with > 30 % RoE 5 Year Sales CAGR : 33 % 5 Year Profit CAGR : 30 % FY20 - PAT : 107 Cr FY25 - PAT : 500 Cr ARR
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
3 months
CDSL - Bumper Results🟢 Investor PPT & Highlights Operating Leverage in Play🔥 Net Demat A/c opened in Q4 - 1.09 Cr Total Demat A/c - 11.56 Cr Total Demat A/c Continue to trend upwards🔥 Q1 - 8.82 Cr Q2 - 9.62 Cr Q3 - 10.47 Cr Q4 - 11.56 Cr #Q4FY24 - Blockbuster Revenue🔼93
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Massively Undervalued Hold Co. Assets Value Exceeds > 10,000 Cr (3-4x Opportunity) RPSG Ventures (MCAP ~ 2500 Cr) RPSG Ventures is a diversified conglomerate with various assets. ~ RPSG holds a 53.66% stake in FSL (Market Cap 16,800 Cr) ~ Brand portfolio - Too Yum,
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
10 months
1 st SmallCap High Potential Stock - RPSG Ventures RPSG Ventures Ltd is a diversified conglomerate in various sectors such as IT, FMCG, Sports, Realestate All of its businesses are carried out through various subsidiary companies except of its IT services business RPSG Ventures
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
26 days
Zudio ~ Growth Engine for Trent Zudio's store count grew at a 60% CAGR over the last 3 years, SSG ~ 10-12%, RoE ~ 30% An amazing growth story, played out very well The question is, at a 200 P/E, does it make any sense to hold it? Awesome explanation by Marcellus. Regret
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
10 Interesting Smallcaps on my radar ✅ Growth at Reasonable Price (GARP)🟢 Fwd PEG < 1 , P/E < 20 x🔥 Growth Guidance: 20-40 %💹 🔸MAS Financials (P/B ~ 2.7) - 20-25 % for next few years - NIM's 6.75-7.25 % - Leverage 4-4.5 X Raised 500 Cr QIP to support the growth journey
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
15 days
5 Interesting Smallcaps on my radar ✅ Fwd PEG < 1🔥 Growth Guidance: 20-40 %💹 Growth at Reasonable Price (GARP)🟢 🔶MAS Fin (P/B 2.2) ~ AUM Guidance 20-25 % Growth ~ RoE 16-18 % ~ NIM's 6.75-7.25 % ~ Leverage 4-4.5 X - Raised 500 Cr QIP to support the growth journey -
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
REAL ESTATE ~ 12+ Companies Covered✅ Valuations + Guidance + Checklist List💹 Everything you need to know🌇👇 Leader of Current Bull Market, still lot of upside potential left (Must be on radar) 🔸Suraj Estates : FY25 - Pre Sales 🔼76% - 850 Cr - Residential: 650 Cr,
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Top Sectors Currently
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
26 days
Shakti Pumps - Blockbuster Results🔥 Highest Ever Quarterly REV, EBITDA, PAT💹 Operating Leverage in play✅ #Q1FY25 REV🔼402 % - 568 Cr EBITDA🔼1614 % - 136 Cr PAT🔼9199 % - 92.6 Cr🔥 Orderbook ~ 2000 Cr as on 30 th June 24 Expected to be implemented in 15 months Robust
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Currently Markets have become expensive❗️ Still there are lot of Interesting Opportunities in the Smallcap Space💸 Trading below 20 P/E on a fwd basis, PEG < 1💹 6 opportunities, Across diversified sectors👇 A thread🧵
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
12 days
Dollar Industries ~ 2X Opportunity💹👇
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Dollar Industries🟢 FY25 Guidance - 12-13 % Growth - 100 bps margin expansion FY26 - REV 2000 Cr - 13-14 % EBITDA Margins EPS growth will be high due to Operating Leverage One of the outperformers in the hosiery space - Signs Mahesh Babu as Brand Ambassador - Aims 50 % REV
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
6 + Videos Related to the Stock Market & Investing to watch this weekend by Market Veterans (Must Watch Videos) - Samir Vartak - S Naren - Ridham Desai - Manish Chokhani & Many more Market Outlook, Way Ahead, Sectors Positioning 🧵👇
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
11 days
14 Companies that demonstrated Operating Leverage EPS Growth > Revenue Growth💹 Delivered Blockbuster #Q1FY25 🔥 EPS Growth > 40 % ⭐Valuations on higher side for most of them, any dip can be a good opportunity #investing #stockmarkets
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
My favourite sector ;) Even @VijayKedia1 sir likes it, huge validation🔥 Exciting space with huge runway of growth Capital Market Segment AMC/Wealth Management/RTA/Brokers/Depositories/Exchanges AMC - HDFC/NAM/ABSL/UTI Wealth Management - Nuvama/360 ONE/Anand Rathi RTA -
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@_KiranRajput
Kiran Rajput
@_KiranRajput
2 months
One of the next big & promising sector is AMC & Broking Firms. Disc: Invested in Motilal Oswal Financial Services at 525 - 550 levels & jio Fin 200 levels (incl free shares).
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
List of NBFC Stocks This space have not done well relatively Overhang of RBI regulation Valuations have come down Growth guidance of 20-40 % PFC, IREDA, IRFC stands out among all in terms of returns, as it is PSU related Bajaj Finance/Cholamandalam/IREDA remains the highest
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
1 month
Cochin Shipyard Power of Re Rating✅ " Buying at lower multiples is the key to make multibagger returns "⭐ Re Rated 7 P/E ~ 90 P/E (12 X)🔥 1 Year Returns : 9 X 3 Year Returns : 14 X , Crazy Returns are entirely led by valuation expansion 3 & 5 Year Profit Growth : 10 % &
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Sector Rotation in Bull Market🎯 Every sector has a timing : - IT - FMCG - API played out well in 2020-21 - Real Estate - Energy Storage Manufacturers (Amara Raja, Exide) - Capital Market related ~ AMC's, RTA, Brokers playing out in 2023-24 Identify the right sector Hold
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
28 days
How to Choose a Stock?⏬ ~ By RAKESH JHUNJHUNWALA💹 "Beauty lies in the eye of the beholder" - Opportunity size - Addressable opportunity - Business model - Earnings growth - P/E expansion - Patience - Exit should be an independent decision - Sell the flowers and water the
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@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Sanghvi Movers ~ Management Interview✅ Guidance:💹 - FY24 REV: ₹619 Cr - FY25 REV: ₹950-1000 Cr (50-60% growth)🔥 E FY25 Contribution: - Crane Rentals: 60% - EPC: 40% (₹350-400 Cr) EBITDA Margins: - Crane Rentals: > 60% - EPC: 10-12% Healthy Orderbook: ₹650 Cr,
@EquityInsightss
Equity Insights Elite
@EquityInsightss
2 months
Sanghvi Movers - Solid🔥 Received 2 work orders ~ 180 Cr✅ Both To be executed in FY25💹 - First order: Turnkey customized solution for an eminent Independent Power Producer (IPP) in the renewable energy sector. Duration: 10 months; >95% to be executed in FY 25. - Second
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