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The Observer

@himanshu3012

CA // Credit underwriter by profession, Equity Analyst by Passion!!

Joined January 2010
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Projected topline for Qualitek Labs is set at ₹90 crore forFY24-25, with consolidation effects anticipated from H2 due to regulatory timelines. This type of clear, structured approach expected from SME companies clarifying the things post results #QualitekLabs #FinancialUpdate

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Is it a ambition or guidance!! Oriana Power projects 8-10x growth by FY26 from H1FY25 levels driven by strong demand, a 500+ MW order book, and clean energy partnerships. #Oriana #OrianaPower

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Noticed 3 accounts on my timeline posting charts on the same company, all around the same time. Company also announced results today. Coincidence or paid tweet? #investing #MarketWatch #Pixtrans

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#Delaplex posted YoY declines in standalone topline and PAT, but this doesn’t tell the full story. In May, the company form UK subsidiary, and this is the first time consol results are reported. Platforms like Screener haven’t fully factored these in, affecting metrics likeP/E.


The Observer Reposted

#DonaldTrump secures victory in the U.S. presidential election. Impact : Sentimentally Positive but larger trend in market will be earnings & relative valuations driven and nothing else.


Forget YOY; this company is even showing sequential growth despite the challenging last quarter caused by heavy rains. Just imagine the potential for H2 performance. And it's currently trading at a high-teens P/E for FY25! #SJLogistics

Great Nos Posted By #Sjlogistics H1 is Bigger than FY24 With this pace Co may achieve 1000 Crs Revenue Targets a Year ahead of Guidance. #SmeStocks #SME

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🚀 Big news for #AzadEngineering! They’ve signed long-term contracts with global giants, recently with Mitsubishi and earlier with Rolls-Royce,Baker Hughes, Siemens Energy, GE Vernova, and GTRE. With capacity expansion underway, expect a strong growth trajectory starting FY26!

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This is why PE is not always a right metric!! This is an extract from #Azadengineering Annual report. Top class Global clients like GE, MHI, Seimens etc Capacity expansion of 10X by FY26 Long term contracts of 3200cr which is 10x FY24 revenue #Azad #AzadEngineering

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🌟 Exciting update from Sky Gold Ltd.! Sky Gold has onboarded major jewelry giants CaratLane and P.N. Gadgil Jewellers as valued clients. This partnership strengthens their position in both traditional and modern jewelry. #JewelryIndustry #SkyGold


Fat finger in Senco gold??

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I couldn’t agree more! Investors in the banking and financial industry should focus more on assessing lending practices, collection efficiencies, and underwriting standards at a ground level and not in investor presentations.

For banking industry investors should more focus on ground check to avoid land mines

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A poor way to present results for a financial company is to emphasize a 28% YoY increase in core profit, while omitting the context of a sharp rise in provisions to ₹1,732 crore from ₹528 crore YoY and a significant drop in PBT to ₹212 crore from ₹747 crore YoY. #IDFCFIRSTB

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#Manbafinance q2 fy24 con call highlights.

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🧵 Hello Everyone! Today, I had an insightful discussion on a key aspect of equity research—analyzing banks and NBFCs. Using the recent IPO of Manba Finance as a live example, I explored how ROE, CAR, and leverage play a pivotal role in growth potential & financial stability.👇



📈 Shakti Pumps delivers impressive YoY results with a PAT of INR 194 Cr for the half-year ended Sept 30, 2024 against 7cr. H1 is generally lean, now imagine what they will do in H2 #ShaktiPumps #Earnings

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She's a GEM for me! 💎 Hit the jackpot AGAIN, and this time in the HNI category with Waree Energy IPO! Just before her 3-month birthday it's her second allotment already! Open a Demat for your little ones today! 💹🚀 #InvestmentJourney #WareeEnergyIPO #MinorAccountSuccess

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My daughter born on 29th July! She already got her first allotment in 45 days of age!! #bajajhousingfinanceipo #newbornfinancialplanning Quick work by- -Nagar nigam JPR for birth cert - #UIDAI for Adhar - #ITD for PAN -#Zerodha for Dmat -#AU for bank account @adeshjainj

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#Digikore’s on the rise! Projected revenue to jump from 50cr to ₹70 Cr in FY25 to ₹125 Cr by FY26, with profits set to soar from 9.5cr to ₹14 Cr to ₹26 Cr. If this has to believe, the VFX revolution is real!! 💥 #GrowthProjection #FY26 #VFXBoom @Alchemist1320

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📉 #Frog Guidance Update Alert: Latest FY25 guidance shows a slight reduction: Revenue growth revised to 30% (prev: 25%-30%) EBITDA margin now 12%-13% (prev: 14%-15%) Focus on scaling operations, but margin pressures evident. #Frog #Earnings #FinancialUpdate #frogcellsat

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Jio has reported significant developments in their Q2and H1 FY25 results. The company has launched new products across multiple business lines, including home loans, health insurance, LAP and now offers international UPI services in several countries. #JioFinancial #RelianceJio

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