Amit Arora ๐Ÿ‡ฎ๐Ÿ‡ณ (@gurusharemarket) 's Twitter Profile
Amit Arora ๐Ÿ‡ฎ๐Ÿ‡ณ

@gurusharemarket

Longterm Investor | Engineer | Traveler | One-stop solution for IPOs, Stock Results and News | Views are personal | Not SEBI registered | Bullish on India๐Ÿ‡ฎ๐Ÿ‡ณ

ID: 736635269978300416

linkhttps://www.instagram.com/twistie_bites?igsh=MWx6NXl4OHRtNnhiaA== calendar_today28-05-2016 19:08:29

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โšก๏ธ Australian Premium Solar (APS) โ€“ H1 FY26 Concall Highlights โžก๏ธ Guides for ~75%+ CAGR in FY26โ€“FY27 โžก๏ธ Revenue Mix: Pumps 35โ€“40% | EPC 15โ€“20% โ†‘ | Wholesale 50% โžก๏ธ Margins solid โ€“ EBITDA steady, PAT ~9โ€“10% โžก๏ธ Order book โ‚น310 Cr+ (solar pumps) โžก๏ธ Capacity: 800 MW โ†’ 1.2 GW by

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Closing today - Shreeji Global FMCG Low PAT margin business with less than usual QIB. Very competitive sector. AVOIDING completely โŒ

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After back to back poor listing of Orkla & Studds, I'm not expecting any listing gains in Groww . Will only apply few applications which i can hold if allotted & listed in discount. Like i said Valuations could've been better. Also, Lenskart GMP is down to 2% now ๐Ÿ˜› Goodluck ๐Ÿ‘

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SME results worth tracking today - Part 2 V Marc India HoH H1FY26 vs H2FY25 โžก๏ธ Revenue Up 24% At โ‚น691.54 Cr Vs โ‚น559.66 Cr โžก๏ธ PAT Up 47% At โ‚น36.44 Cr Vs โ‚น24.73 Cr YoY H1FY26 vs H1FY25 โžก๏ธ Revenue Up 100% At โ‚น691.54 Cr Vs โ‚น345.21 Cr โžก๏ธ PAT Up 221% At โ‚น36.44 Cr Vs โ‚น11.37

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Multiple times We've observed boosted PAT margins just before IPO to trap retailers & give exit to promoters at any stupid valuations. Notice WHO says WHAT about WHICH company and how it panned out. Don't be a blind follower ๐Ÿ™‚

Multiple times We've observed boosted PAT margins just before IPO to trap retailers & give exit to promoters at any stupid valuations. 

Notice WHO says WHAT about WHICH company and how it panned out. Don't be a blind follower ๐Ÿ™‚
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SME results worth tracking today - Part 3 Shri Ahimsa HoH H1FY26 vs H2FY25 โžก๏ธRevenue up 13% at โ‚น63.72 Cr vs โ‚น56.36 Cr โžก๏ธPAT up 21% at โ‚น14.83 Cr vs โ‚น12.25 Cr YoY H1FY26 vs H1FY25 โžก๏ธRevenue up 54% at โ‚น63.72 Cr vs โ‚น41.37 Cr โžก๏ธPAT up 53% at โ‚น14.83 Cr vs โ‚น9.71 Cr JYOTI

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SME results worth tracking today - Part 4 All E Technologies YoY H1FY26 vs H1FY25 โžก๏ธ Revenue Down 2% At โ‚น67.42 Cr Vs โ‚น69.04 Cr โžก๏ธ PAT Up 6% At โ‚น13.70 Cr Vs โ‚น12.86 Cr QoQ Q2FY26 vs Q1FY26 โžก๏ธ Revenue Down 2% At โ‚น33.35 Cr Vs โ‚น34.07 Cr โžก๏ธ PAT Up 17% At โ‚น7.38 Cr Vs โ‚น6.32

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SME news you might've missed ๐Ÿšจ - โžก๏ธ Atmatsco Received Rs.21.27 Crore LOI from L&Tโ€“MHI for fabrication and supply of buckstay โžก๏ธ Jaybee Laminations Granted โ€˜Aโ€™ Class Electrical Contractor Licence (up to 650V/11KV), Cert H-1134/2025; valid until 03-Nov-2026. โžก๏ธ Smarten Power

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New IPO alert: Finbud Financial Services Issue size: 71.7Cr GMP 0% โžก๏ธ Finbud Financial Services is a loan aggregation platform assisting individuals in obtaining personal, business, and home loans from banks and non-banking financial companies. โžก๏ธ A significant portion of

New IPO alert: Finbud Financial Services
Issue size: 71.7Cr
GMP 0%

โžก๏ธ Finbud Financial Services is a loan aggregation platform assisting individuals in obtaining personal, business, and home loans from banks and non-banking financial companies.

โžก๏ธ A significant portion of
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New IPO alert: โžก๏ธ Finbud Financial Services Issue size: 71.7Cr GMP 0% With investors like Ashish Kacholia, Bandhan bank & MS Dhoni ๐Ÿ’ช should you apply? x.com/gurusharemarkeโ€ฆ

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New IPO alert: โžก๏ธ Finbud Financial Services Issue size: 71.7Cr GMP 0% With investors like Ashish Kacholia, Bandhan bank & MS Dhoni ๐Ÿ’ช should you apply or avoid? x.com/gurusharemarkeโ€ฆ

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Few of our Diwali picks declared results recently - Neetu Yoshi 25% Rev 46% PAT Womancart 127% Rev 69% PAT Australian Premium Solar 84% Rev 114% PAT Danish Power 29% Rev 41% PAT Alpex Solar 178% Rev 123% PAT Leave stock price, till now none of them disappointed performance wise

Few of our Diwali picks declared results recently -

Neetu Yoshi 25% Rev 46% PAT
Womancart 127% Rev 69% PAT
Australian Premium Solar 84% Rev 114% PAT
Danish Power 29% Rev 41% PAT
Alpex Solar 178% Rev 123% PAT

Leave stock price, till now none of them disappointed performance wise
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IPOs closing next week : Mainboard - Pine Labs 3900Cr PhysicsWallah 3480Cr Emmvee Photovoltaic 2900Cr Tenneco Clean Air 3600Cr SME - Finbud Financial 71.5Cr Shining Tools 17.1Cr Curis Lifesciences 27.5Cr Mahamaya Lifesciences 70.4Cr Workmates Core2Cloud 69.8Cr

IPOs closing next week : 

Mainboard -
Pine Labs 3900Cr
PhysicsWallah 3480Cr
Emmvee Photovoltaic 2900Cr
Tenneco Clean Air 3600Cr

SME -
Finbud Financial 71.5Cr
Shining Tools 17.1Cr
Curis Lifesciences 27.5Cr
Mahamaya Lifesciences 70.4Cr
Workmates Core2Cloud 69.8Cr
Amit Arora ๐Ÿ‡ฎ๐Ÿ‡ณ (@gurusharemarket) 's Twitter Profile Photo

GP Eco Chain of Events โžก๏ธ 1. Last results were not upto the mark 2. Concall comments about 5X growth took the stock price on one way rocket ride. 3. Recent results are good but guidance is lowered to 50% now? How will market react to this? Smart Investor Harsh Vardhan

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โšก๏ธ Danish Power โ€“ H1 FY26 Concall Highlights โžก๏ธ FY26 revenue guided at โ‚น500โ€“550 Cr (โ†‘18โ€“30% YoY) โžก๏ธ H2 to accelerate with new capacity (live by Dec 2025) โžก๏ธ Full utilization โ†’ โ‚น750 Cr; Peak โ†’ โ‚น1,000 Cr potential โžก๏ธ EBITDA margin steady ~19โ€“20% | Finance cost โ†“ sharply โžก๏ธ

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GP Eco Solutions FY25 Sales - 246 Cr Management Guidance of 3x ( earlier 5x ) FY26 H1 Sales - 121 Cr H2 Sales should be 617 Cr to be specific to meet the guidance One thing we noticed is Management is changing the guidance alot ๐Ÿซ  Not sure how market will react to this but