NSDL ~ Weak Set🟥 Current euphoria may not last long after the results Q1FY26 REV🔽7% - 312 Cr PBT🔼18% - 118 Cr PAT🔼15% - 90 Cr Other Income - 35 Cr vs 28 Cr Trading at 78x earnings, hard to justify Correction seems inevitable.

Senco Gold ~ Solid Set🔥 Q1FY26 REV🔼30% - 1,826 Cr PBT🔼98% - 141 Cr PAT🔼104% - 105 Cr

🔍The US Healthcare-focused tech players - 1QFY26 review We cover insights from: IKS Sagilty India Indegene Disc: No reco A thread 🧵

Dr Agarwal Health Care – Good Set🟩 Q1FY26 REV🔼21% – 487 Cr EBITDA🔼29% – 141 Cr PAT🔼109% – 38 Cr Financials as per Pre-Ind AS EBITDA🔼31% – 111 Cr🔥 EBIT🔼54% – 74 Cr PAT🔼105% – 45 Cr Net Cash : 278 Cr Facilities: 249 (vs 197 YoY) Patients served: 7.05 Lakh 🔼19%

FIEM Industries - Good Set REV🔼14% - 659 Cr PBT🔼17% - 78 Cr PAT🔼18% - 58 Cr Consistency continues from last several quarters Valuations also decent

Footwear Sector ~ Continues to struggle from last many quarters No growth coming Heavy discounting by online players, Rising competition from D2C brands, Urban consumers shifting to cheaper/unbranded options ... etc What do you think is happening?

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Best Themes To look at for ~ Double Digit Growth🔖 - Capital Goods - Housing & Gold Finance (Diversified NBFC's) - Value & Jewellery Retail - Auto Ancs - Real Estate - Co-working - Platform/Exchange - Hospitals - CRDMO - Diagnostics - Hotels - Wealth/Asset Management - Steel

Arman Finance : Unusual price action today Opened with a gap down followed by strong intraday recovery Management commentary will be key to watch, concall today For the MFI sector, the worst appears to be behind us, though the real upside is yet to come Definitely a name

Most Jewellery Retailers reported strong topline growth with margin expansion in Q1FY26 (Kalyan, Senco Gold, PN Gadgil, Titan) Demand momentum continues despite gold price volatility, festive & wedding seasons remain the key drivers in coming quarters Shift in consumer

Titan : Management commentary on Lab Grown Diamonds (LGDs)💎 First time buyers are still preferring naturals, very few fresh buyers are opting for LGDs. Diamond jewellery purchase continues to be a strong marker of affluence in India. First time buyers at the ₹1 lakh level

BLS Int ~ Amazing growth story REV & PAT have grown multiple times in last few years Visa & Consular Services EBITDA Margins this quarter touched 40% (quarter EBITDA 186 Cr) almost equivalent to Yearly EBITDA in FY23 Solid Cash generation, Net cash 1,126 Cr (vs 928 Cr Mar’25),

India’s Wealth Management – A Multi-Decade Growth Story

Asset & Wealth Managers : Structural growth story Sector to keep in radar🔖 AUM is expected to grow 20–25% annually, with scalable growth via addition of relationship managers and deeper wallet penetration AUM growth of ~20–25% splits into: - Net New Money (NNM) inflows of

Interesting Insight🔖 Equity markets almost always see temporary declines of 10-20% each year, but these are typically short lived Sensex has seen an average drawdown of around 20% per year since 1980 Despite frequent corrections, nearly 80% of the time markets ended the year

Sectoral leadership keeps rotating No single sector leads permanently, phases of outperformance are followed by phases of underperformance IT (Nifty IT TRI) massively outperformed during 1999-2000 but faced long phases of underperformance thereafter Sector rotation is

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Note from my side: Best way to make use of this list is to start tracking these companies regularly Go through their concalls & take note of the insights management is talking about Since these companies are spread across multiple sectors, it gives you a broad sense of where

Top 40 Concalls You Must Hear Right Now -: (Complete List) - Bharti Airtel - Muthoot Finance - Interarch Building - Pennar Ind - Techno Electric - AWFIS - SJS Ent - EFC - Blue Jet - Amber Ent - Crizac - Indegene - Thyrocare - JM Financial - Edelweiss - Privi Speciality - Oswal