Naresh KL (@nareshf2ekumar) 's Twitter Profile
Naresh KL

@nareshf2ekumar

8+ years in Stock Market, Lead Analyst at Bank Of NewYork (BNY), Ex- CRISIL, Ex- Edelweiss

ID: 2366447070

calendar_today01-03-2014 03:27:36

666 Tweet

1,1K Followers

58 Following

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Annapurna Swadisht Update FY 26 Q1: Revenue: ₹108.00 Cr vs ₹83.62 Cr (+29%) Operating Profit: ₹13.88 Cr vs ₹8.73 Cr (+59%) PAT: ₹7.51 Cr vs ₹3.71 Cr (+81%) That’s a PAT margin of around 7.5%, which is pretty solid. If we assume FY26 topline grows 30% over FY25,

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Frontier Springs Update Revenue: 75Cr vs 50Cr (50% up) EBITDA margin: 27% vs 19% (huge jump) PAT: 15 Cr vs 7 Cr (double) People are calling valuations high, kahan se high bhai? Only a handful of companies are able to give this kind of growth. Current PE is 48. FY26 guidance

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Salzer Electronics Update Revenue: 432 Cr vs 347 Cr EBITDA Margin: 10% vs 9% PAT: 18 Cr vs 13 Cr Positive Points: Core business is growing well, so even without any additional revenue from smart meters and DC chargers, the company’s guidance for FY26 is 1600 Cr (around 15%

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Those who think something is wrong with the economy because even with Next Gen GST rates Nifty isn’t sustaining gains - Welcome to market cycles 😄

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Portfolio Update 📊 Entries: ✅ Increased Oriana ✅ Increased Websolar ✅ Added Afcom Holdings Exits: 🔻 Partially booked Apollo Micro System 🔻 Law Sikho 🔻 Positron Energy On Radar 👀 1.Influx 2.Freshara 3.MaxVolt 4.Danish 5.Rajesh 6.Alpex (might shift with GGBL)

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Why Danish Power is a good investment bet: Major Expansion Underway: The company’s capacity is set to more than double by December 2025 ( From 4600MVA to 10000 MVA). A 50% expansion(2500 MVA) is already commissioned as of September, and the remaining will go live by year-end.

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Even though I knew Rajesh Power is the best company among all power companies, I didn’t buy it because the lot size was too high. Thinking to buy now! Recent update on portfolio: Bought Danish power and Northern Arc.

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What a great video on NBFC companies! An uptick is on the way for this sector, and if you want to know which ones deserve a spot in your portfolio, this video is top-notch. Personally, I liked FedFina, Northern Arc, and Arman. Thanks to Digant Haria Intrinsic Compounding

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Annapurna Swadisht - Finally the promotor start buying 10000 shares bought on 18th sept and then 11000 shares bought on 20th sept.

Annapurna Swadisht - Finally the promotor start buying

10000 shares bought on 18th sept and then 11000 shares bought on 20th sept.
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Websol - time for reversal ? Q2 result probably be bit less than Q1 because of shutdown for 8 days during the new capacity testing. Q3 onwards company should post 100+ PAT every quarter even running with 50% new capacity utilisation. DYOR!!!

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Afcom - bhai kehna kya chahte ho, sidhe sidhe table banake number compare kar lo na. Chatgpt use karlo ki kaise number comparison dena hai.Why to make so much confusion? Afcom Cargo

Afcom - bhai kehna kya chahte ho, sidhe sidhe table banake number compare kar lo na. Chatgpt use karlo ki kaise number comparison dena hai.Why to make so much confusion? <a href="/AfcomCargo/">Afcom Cargo</a>
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Annapurna Swadisht - Patience doesnt reward always. क्या ये संकेत है आने वाली बुरी खबर का ?

Annapurna Swadisht - Patience doesnt reward always. 

क्या ये संकेत है आने वाली बुरी खबर का ?
Naresh KL (@nareshf2ekumar) 's Twitter Profile Photo

No growth in Annapurna Swadisht standalone business against projected minimum 30% growth. Madhur Conf. Revenue 40 Cr with profit of 2.5 Cr. Overall 22% growth (top line and bottom line) at consolidated numbers. Kya kare esi no growth company ka 💔

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PNGS Gargi — didn’t expect this from you. #Blockbuster Sometimes I make decisions based on price action, because it’s usually right when the price is moving around the same level, it often means the results won’t be great. As the saying goes, “The market knows more than you.”

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Which stock do you have the highest conviction in - one that you think most people are unaware of? I will start with mine - Shree pushkar chemical. Reason - Because of high Phosphate prices farmers demand will shift from DAP(high phosphate content) to NPK(low phosphate content)