Navin Makhija (@navininvests) 's Twitter Profile
Navin Makhija

@navininvests

Lifelong stock market learner📚
| Founder @stocksified_
| Helping others invest better via stocksified.com
| Empowering you to take control of your investments

ID: 1697481791748354048

linkhttps://stocksified.com calendar_today01-09-2023 05:29:57

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Read a pretty interesting report on Updater Service I have summarized this for people to understand about the company👇👇 Updater Services Ltd is an integrated business services provider in India, offering a combination of Integrated Facilities Management (IFM) and Business

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Tariff Shockwaves: Is India the Unexpected Winner? Read with patience 🧵👇 Highlights of the summary A. Dramatic April has made global macros more volatile and unpredictable B. US & China are in a logjam, reduced trade between them a certainty C. India well placed with

Tariff Shockwaves: Is India the Unexpected Winner?

Read  with patience 🧵👇
Highlights of the summary

A. Dramatic April has made global macros more volatile and unpredictable

B. US & China are in a logjam, reduced trade between them a certainty

C. India well placed with
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Has gold stood the test of time for Indian investors? Since the 1970s, gold has: Lost value twice in dollar terms Gained every decade in INR terms Total returns in INR since 1973: +54,819% Annualized INR return: 12.8% #Gold #Investing

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What is EBITDA? Stands for: Earnings Before Interest, Taxes, Depreciation & Amortization. Shows what a company earns before deducting non-operational and non-cash expenses. EBITDA Formula: EBITDA = Net Income + Taxes + Interest Expense + Depreciation & Amortization OR

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Hotel Sector Momentum Reflects in Indian Hotels The resilience and growth of India’s hotel industry are clearly visible through the performance of its leading player, Indian Hotels Company (IHCL). Indian Hotels – Sector Momentum Going Strong The hotel sector’s momentum

Hotel Sector Momentum Reflects in Indian Hotels

The resilience and growth of India’s hotel industry are clearly visible through the performance of its leading player, Indian Hotels Company (IHCL).

Indian Hotels – Sector Momentum Going Strong

The hotel sector’s momentum
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Investing Implications Amid Global Macro Shifts Was listening to an interview from hiren ved with - on Macro shifts that are happening and how an investor should view this. 🌍 1. Global Context: Tectonic Macro Shifts - The world is facing unprecedented macroeconomic

Investing Implications Amid Global Macro Shifts

Was listening to an interview from <a href="/hirenved/">hiren ved</a> with - on Macro shifts that are happening and how an investor should view this.

🌍 1. Global Context: Tectonic Macro Shifts

- The world is facing unprecedented macroeconomic
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What can Indian investors learn from Warren Buffett? Romesh Damani the man himself breaks it down beautifully. in an interview on NDTV Profit Moneywise with Alex Mathew This post is on timeless investing lessons, mistakes, and mindset from Sir Warren Buffet which

What can Indian investors learn from Warren Buffett?

 Romesh Damani the man himself breaks it down beautifully. in an interview on <a href="/NDTVProfitIndia/">NDTV Profit</a>  Moneywise with <a href="/alexandermats/">Alex Mathew</a> 

This post is on timeless investing lessons, mistakes, and mindset  from Sir Warren Buffet which
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Jubilant Pharmova: Valuation Reset in Motion with Strong Upside Potential Jubilant Pharmova is a global pharmaceuticals company focused on the following segments: 👉Radiopharmaceuticals 👉Allergy Immunotherapy 👉CDMO Sterile Injectables 👉CRDMO (Drug Discovery and CDMO APIs)

Jubilant Pharmova: Valuation Reset in Motion with Strong Upside Potential

Jubilant Pharmova  is a global pharmaceuticals company focused on the following segments:

👉Radiopharmaceuticals
👉Allergy Immunotherapy
👉CDMO Sterile Injectables
👉CRDMO (Drug Discovery and CDMO APIs)
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🌟 Glenmark Pharmaceuticals FY25 Performance: A Snapshot of Growth & Resilience 🌟 📊 Financial Highlights (FY25 vs FY24): Consolidated Revenue: ₹1,33,217 Mn (+12.8% YoY) – driven by strong growth in India (+31.9% YoY) and Europe (+17.6% YoY), while North America faced a 2.5%

🌟 Glenmark Pharmaceuticals FY25 Performance: A Snapshot of Growth &amp; Resilience 🌟

📊 Financial Highlights (FY25 vs FY24):

Consolidated Revenue: ₹1,33,217 Mn (+12.8% YoY) – driven by strong growth in India (+31.9% YoY) and Europe (+17.6% YoY), while North America faced a 2.5%
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S H Kelkar & Company’s Q4 FY25 & FY25 Financial Performance 🚀 #Q4Results 1️⃣ Strong Q4 FY25 Performance 📈 🔹 Total Revenue: ₹484 Cr (↑11% YoY) 🔹 Fragrance Revenue: ₹398 Cr (↑10%) 🔹 Flavour Revenue: ₹86 Cr (↑18%) 🔹 EBITDA: ₹71.3 Cr (↑41%) 🔹 EBITDA Margin: ~14.7%

S H Kelkar &amp; Company’s Q4 FY25 &amp; FY25 Financial Performance 🚀
#Q4Results 

1️⃣ Strong Q4 FY25 Performance 📈
🔹 Total Revenue: ₹484 Cr (↑11% YoY)
🔹 Fragrance Revenue: ₹398 Cr (↑10%)
🔹 Flavour Revenue: ₹86 Cr (↑18%)
🔹 EBITDA: ₹71.3 Cr (↑41%)
🔹 EBITDA Margin: ~14.7%
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📢 3B BlackBio FY24-25 Results 🧵 A detailed look at performance, strategic drivers, and outlook for this high-growth diagnostics & agrochemical player 👇 📊 Overall Performance – FY24-25 ✅ Revenue: ₹96.5 Cr (+30% YoY) ✅ PBT: ₹63.9 Cr (+44% YoY) ✅ PAT: ₹47.7 Cr (+48.5%

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📢 India’s GDP Accelerates in FY24, Outperforming Global Averages 🌍 🔸 Real GDP Growth: - Estimated at 8.2%, significantly higher than FY 2022-23’s 7.0%. - Nominal GDP grew by 9.6%, slower than 14.2% in FY 2022-23. - Real GDP at constant (2011-12) prices: ₹173.82 lakh crore.

📢 India’s GDP Accelerates  in FY24, Outperforming Global Averages 🌍

🔸 Real GDP Growth:

- Estimated at 8.2%, significantly higher than FY 2022-23’s 7.0%.
- Nominal GDP grew by 9.6%, slower than 14.2% in FY 2022-23.
- Real GDP at constant (2011-12) prices: ₹173.82 lakh crore.
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Result season got over today. Here are best results for YoY PAT growth >100% Allied Blenders- 3362% MB Agro Products- 932% Aether Industries- 839% Australian Premium Solar- 734% AWFIS Space- 700% Paradeep Phosph.- 644% Jindal Drilling- 577% ASM Technologies- 551% TCC Concept-

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📊 India’s Investment Story and Market Dynamics Ridham Desai Head of India Equity Research and Strategist at Morgan Stanley India’s Macro Resilience: Contrary to the belief that India is a consensus trade, Ritham argues foreign portfolio investors (FPIs) are significantly

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🚆 IRCTC Q4 FY25 Results: On Track, But Slowing Despite solid headline numbers, IRCTC’s EBITDA growth tells a story of slowing momentum. Let’s break it down 🧵👇 💰 Q4 FY25 Snapshot Revenue: ₹1,269 Cr (▲10% YoY) EBITDA: ₹385 Cr (▲6% YoY) Net Profit: ₹358 Cr (▲26% YoY)

🚆 IRCTC Q4 FY25 Results: On Track, But Slowing

Despite solid headline numbers, IRCTC’s EBITDA growth tells a story of slowing momentum.

Let’s break it down 🧵👇

💰 Q4 FY25 Snapshot

Revenue: ₹1,269 Cr (▲10% YoY)
EBITDA: ₹385 Cr (▲6% YoY)
Net Profit: ₹358 Cr (▲26% YoY)
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RBI surprises markets with a bold 50 bps repo rate cut in its June MPC meet 📑📈 The 3rd consecutive cut and the first such a big move in a decade. Here’s a detailed thread on the policy + key data points and market takeaways The policy repo rate was reduced by 50 bps to

RBI surprises markets with a bold 50 bps repo rate cut in its June MPC meet 📑📈

The 3rd consecutive cut and the first such a big move in a decade.

Here’s a detailed thread on the policy + key data points and market takeaways 

The policy repo rate was reduced by 50 bps to