Shreenidhi P (@nid_rockz) 's Twitter Profile
Shreenidhi P

@nid_rockz

Research Head at PINC Wealth Management

CFA Level 3 candidate,

MBA Finance from Great Lakes Institute of Management,

Passionate about equity research

ID: 197627400

calendar_today02-10-2010 00:58:36

20,20K Tweet

174,174K Followers

176 Following

Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Boast 24x7 about urself that ur financially independent and have a fat dividend income and very big equity portfolio Keep preaching random gyaan 24x7 Blame the middle class that they spend on a better lifestyle and don't save 24x7 every day At the end,Loot retailers by taking

Boast 24x7 about urself that ur financially independent and have a fat dividend income and very big equity portfolio 

Keep preaching random gyaan 24x7

Blame the middle class that they spend on a better lifestyle and don't save 24x7 every day

At the end,Loot retailers by taking
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Alpex Solar #Alpex #AlpexSolar FY24 was a big growth year H1FY25 would be interesting to watch to see if growth rate could improve further 600 MW manufacturing capacity of PV solar panels 12,000+ solar pumps installation experience FY24: Rev at 404cr vs 183cr EBITDA at

Alpex Solar
#Alpex
#AlpexSolar

FY24 was a big growth year 
H1FY25 would be interesting to watch to see if growth rate could improve further 

600 MW manufacturing capacity of PV solar panels 

12,000+ solar pumps installation experience 

FY24:
Rev at 404cr vs 183cr

EBITDA at
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

As i mentioned 4-5 days back about the valuation gap between WTI Cabs and ECOS Mobility, Now Arihant Capital guys share the valuation comparison #WTICabs #ECOSMobility Observes that WTI Cabs is at 40-50% discount to ECOS and this could increase more looking at 20-30% premium

As i mentioned 4-5 days back about the valuation gap between WTI Cabs and ECOS Mobility,

Now Arihant Capital guys share the valuation comparison 

#WTICabs
#ECOSMobility

Observes that WTI Cabs is at 40-50% discount to ECOS and this could increase more looking at 20-30% premium
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Aeron composite #Aeron #AeronComposite #AeronComposites Listed today Reasonable valuations Issue price was 125rs Listed at 150rs Solid growth track record 50% rev CAGR from FY21 -23🔥 61% PAT CAGR from FY21 -23👏 Industry expected to grow at 16-17% CAGR for next 3-4 years

Aeron composite
#Aeron
#AeronComposite
#AeronComposites

Listed today 
Reasonable valuations 

Issue price was 125rs
Listed at 150rs

Solid growth track record 
50% rev CAGR from FY21 -23🔥
61% PAT CAGR from FY21 -23👏

Industry expected to grow at 16-17% CAGR for next 3-4 years
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Utssav CZ Gold Jewels #Utssav #UtssavCZ Coming towards attractive valuation range after one way move post listing CMP 159rs Anchor selling going on for now Consistent growth with steady margins High return ratios Great FY24 vs FY23 Good OCF Running at 54% utilization for

Utssav CZ Gold Jewels
#Utssav
#UtssavCZ

Coming towards attractive valuation range after one way move post listing
CMP 159rs

Anchor selling going on for now

Consistent growth with steady margins
High return ratios 
Great FY24 vs FY23 
Good OCF

Running at 54% utilization for
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Raymond Lifestyle #RaymondLifestyle #RaymondLSL Demerged and listed separately today Guides to double EBITDA in next 3 years 1800-2000cr EBITDA possibility in FY27 Wedding portfolio to grow at higher rate with better margins All segments expected to show steady growth

Raymond Lifestyle 
#RaymondLifestyle
#RaymondLSL

Demerged and listed separately today 

Guides to double EBITDA in next 3 years
1800-2000cr EBITDA possibility in FY27 

Wedding portfolio to grow at higher rate with better margins 

All segments expected to show steady growth
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Oriana Power #Oriana #OrianaPower Significant order 128 MW Open Access from Dalmia Cement Valued at 520cr 12 months execution

Oriana Power
#Oriana
#OrianaPower

Significant order

128 MW Open Access from Dalmia Cement 

Valued at 520cr
12 months execution
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Ventura Initiates on Quess Corp Quess Corp #QuessCorp #Quess Upside potential of 62% in 24 months Net debt free balance sheet Demerger to unlock value with strategic and individual focus on different verticals Margins set to improve Return ratios set to expand

Ventura Initiates on Quess Corp
Quess Corp
#QuessCorp
#Quess

Upside potential of 62% in 24 months 

Net debt free balance sheet 

Demerger to unlock value with strategic and individual focus on different verticals

Margins set to improve
Return ratios set to expand
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Such an underrated movie "Khel Khel Mein" is🤩🤩 One of the best movie that I have watched in recent times 100% comedy, not vulgar, makes u laugh to the fullest n literally makes u ROFL🤣 Not to miss on the big screen Amazing amazing movie with full entertainment Much

Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Saraswati Saree Depot #SSDL Decent Q1FY25 with good margin expansion Performs much better than Sai Silk Kalamandir, though they aren't apple to apple peers Decent qtr given Q1 is a lean qtr due to seasonality To be debt free by end of this year EBITDA ⏫34% at 7.85cr

Saraswati Saree Depot 
#SSDL

Decent Q1FY25 with good margin expansion 

Performs much better than Sai Silk Kalamandir, though they aren't apple to apple peers

Decent qtr given Q1 is a lean qtr due to seasonality 

To be debt free by end of this year 

EBITDA ⏫34% at 7.85cr
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Premier Roadlines meet highlights: #PRLIND #PremierRoadlines Met Premier Roadlines management yesterday FY24: Rev at 229cr vs 192cr EBITDA at 21cr vs 12cr PAT at 13cr vs 7cr Mkt cap 285cr 22.6xP/E FY24 EPS FY25: 300-320cr rev guidance conservatively 350cr best case Will b

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Mach Conference and Events Ltd #MCEL #MachConference Listed today Company is into MICE sector which has been exhibiting solid growth for the last 3 years mainly led by corporates and tourism The market itself is expected to expand at 18% CAGR from FY23 to FY30 reaching from

Mach Conference and Events Ltd
#MCEL
#MachConference

Listed today 

Company is into MICE sector which has been exhibiting solid growth for the last 3 years mainly led by corporates and tourism 

The market itself is expected to expand at 18% CAGR from FY23 to FY30 reaching from
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

SJ logistics #SJLOG #SJLogistics Promoter infusing 40.32cr into the company SKIN IN THE GAME👏🙌 Many good guys participated in preferential issue as well Cumulatively, 80cr raised which should help in working capital needs as company is on super growth trajectory

SJ logistics 
#SJLOG
#SJLogistics

Promoter infusing 40.32cr into the company 

SKIN IN THE GAME👏🙌

Many good guys participated in preferential issue as well

Cumulatively, 80cr raised which should help in working capital needs as company is on super growth trajectory
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Z-Tech India #Ztech #ZtechIndia 12cr order for design, engineering and development of Waste to Wonder Park at Jammu on PPP mode

Z-Tech India 
#Ztech
#ZtechIndia

12cr order for design, engineering and development of Waste to Wonder Park at Jammu on PPP mode
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Afcom Holdings #AFCOM #AfcomHoldings RHP had nos for 11 months FY24 nos: Rev at 147cr vs 84cr PBT at 34cr vs 18cr PAT at 25.4cr vs 13.6cr Modest increase in receivables for big sales growth Increased short term loans/advances leads to negative OCF FY25 and FY26 growth

Afcom Holdings
#AFCOM
#AfcomHoldings

RHP had nos for 11 months 

FY24 nos:

Rev at 147cr vs 84cr

PBT at 34cr vs 18cr

PAT at 25.4cr vs 13.6cr

Modest increase in receivables for big sales growth 

Increased short term loans/advances leads to negative OCF 

FY25 and FY26 growth
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INTERARCH Building Products #InterArch Inaugurated it's 5th state of art PEB manufacturing plant in Andhra Pradesh This plant will add 60,000 MT per annum over 2 phases Out of which, 20,000 MT is operational from 2 weeks 40,000 MT will be operational by Feb Overall capacity

INTERARCH Building Products 
#InterArch

Inaugurated it's 5th state of art PEB manufacturing plant in Andhra Pradesh

This plant will add 60,000 MT per annum over 2 phases 

Out of which, 20,000 MT is operational from 2 weeks
40,000 MT will be operational by Feb

Overall capacity
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Orient Technologies #OrientTech #OrientTechnologies Good #Q1FY25 Very Good YoY with decent margin expansion All segments show good growth Especially cloud services and ITES shows good EBIT and margin expansion QoQ mostly has seasonality as last year Q1 too was small and

Orient Technologies 
#OrientTech
#OrientTechnologies

Good #Q1FY25 

Very Good YoY with decent margin expansion 

All segments show good growth 
Especially cloud services and ITES shows good EBIT and margin expansion 

QoQ mostly has seasonality as last year Q1 too was small and
Shreenidhi P (@nid_rockz) 's Twitter Profile Photo

Orient Technologies #OrientTech #OrientTechnologies Press release: #Q1FY25 Rev at 149cr⏫27% EBITDA at 13.6cr⏫28.56% PAT at 9.3cr⏫30.2% New strategic partnerships in Q1FY25: With Tableau With CheckRed Orders: 2 significant projects One in BFSI for data center refresh

Orient Technologies 
#OrientTech
#OrientTechnologies
Press release:

#Q1FY25 
Rev at 149cr⏫27%
EBITDA at 13.6cr⏫28.56%
PAT at 9.3cr⏫30.2%

New strategic partnerships in Q1FY25:
With Tableau 
With CheckRed

Orders:
2 significant projects 
One in BFSI for data center refresh