Friday, September 2, 2022

Lykis Limited

 



CMP = 42



Lykis Limited is a well-established listed company engaged  in the business of manufacturing and marketing of fast moving consumer goods (FMCG). The company has gradually diversified its business since last one decade and  launched multiple products under various brands.





Lykis is the fastest growing Home & Personal care company in India. The company has a presence in the Beauty & Grooming segment, Home care segment, Food & Beverages segment, Health & Wellbeing segment. These include an enviable portfolio of brand names such as Lykis, Britex, Rox, Bonita, Lykon, Bentol, Special, Vogly, Tazaagi, Cheers, Alivio etc.


Lykis Show-reel (2 year old video presentation)


https://youtu.be/vGmbBon4Ew4


The company provides personal care products comprising personal wash, hair care, skin care, and baby care products, as well as deodorants, perfumes, talcums. The home care products consisting of dish wash bars and liquid, floor cleaners, glass cleaners, toilet cleaners, and air fresheners. Over the counter (OTC) products, including products for headache, body pain,  foot care and sexual wellness products. In food & beverages segment consist of biscuits and cookies, confectionary, commodities etc.






https://lykis.com/brand/lykis


https://lykis.com/category/fmcg/biscuits-cookies?sort_tag=&category_id=3


The company has portfolio of 1000+ Sku’s products. Rox deo, Perfume, Talc, Shower gel , Shaving cream, Lykis soap, Deo, Perfume, Shampoo, Hair oil, Coconut oil, Bonita beauty soap , Cream & Lotion etc. Britex dish wash bar & liquid, Britex Airfreshner, Britex floor cleaner, Britex toilet cleaner, Britex glass cleaner to name a few.



Research & Development


R&D is the backbone of Lykis Limited It is supervised by an eminent team of qualified professionals, which work towards researching new trends and widening the range of products. Lykis products are at par with the international standards of quality, usage and effectiveness. The company has attained proficiency in developing products that meet the current trends and demands of consumers across the world.


Manufacturing & Private Labelling 




The company has developed a state of the art manufacturing facility deploying latest machines for manufacture of the wide range of cosmetic products. The advanced equipment keeps us ahead of the market curve and helps to reach the consumers spread across the globe. The company is most preferred partner in Private Labelling with 100+ brands being developed.



Quality Control

The products of Lykis Limited are manufactured in a safe and hygienic environment. Lykis products are distinct in quality and match the international standards. Company stringently follow ISI standards and GMP guidelines at each production stage to ensure purity and perfection of the product. 


Export


Lykis Limited bridge the gap of rising demand for FMCG products through the means of manufacturing, private labelling and exporting the same across the globe. The company has  marketing network in 36 countries including African countries, CIS countries, USA, UK, Haiti & Middle East countries. Lykis is dealing in qualitative products by ensuring a strict check on quality control where every product undergoes close scrutiny before dispatch. In the financial year 2012-13 Lykis has been awarded for "Best Debutant Exporter Of The Year"






Investment Rationale


Lykis Limited was formerly known as Greenline Tea & Exports Limited. The company was engaged in the business of tea plantation, manufacturing of quality tea for sale & export of tea both in domestic & overseas market. 


In Year 2011-12 renowned investor Mr. Vijay  Kedia has acquired 13.81% stake and become promoter of the company. He was appointed as Non-executive Chairman of the Company. 


Further the name of the company was changed from Greenline Tea & Exports Limited to “Lykis Limited” and a fresh certificate of incorporation consequent to change in name was obtained on May, 2012. The management has decided to diversify and expand the business of the company through FMCG business and include Food, Pharma and Cosmetics along with its main line tea business.






In last 10 years, even though company had expanded its product portfolio  from Tea to  FMCG  and then personal care, health care, food & beverage and cosmetics but company unable to make any significant profit because of loss making tea division.


Mr. Vijay  Kedia was also unable to give much attention on company activities due to busy schedule in his main business of equity investment. Last year Mr. Vijay  Kedia has decided to transfer the management control to Mr. Dhrolia. Mr. Dhrolia was also company shareholder (in public category) and  Non-Executive, Non-Independent Director since 2011. He has more than 16 years of rich experience and expertise in the African markets. His contribution towards export business is of immense importance for the company to grow in the FMCG industry. 


Mr. N. Dhrolia has taken several major decisions after getting the management control of this company. It has resulted in huge  turnaround for the company in FY 2022. There was multifold jump in top and bottom line of the company and company was able to post first time profit after several years.






Kedia Securities and  Mr. Vijay  Kedia have sold 25% shareholding to Mr. N. Dhrolia. In open offer Mr. N. Dhrolia has acquired further stake from public shareholder and raised his stake up to 68.98 %. Mr. Vijay  Kedia still hold 9.33% stake in the company under public shareholder category.


Reclassification of Promoters from “Promoter and Promoter group Category” to the “Public” Category 


https://www.bseindia.com/xml-data/corpfiling/AttachHis/cc0da9d7-a8f0-4f56-b52d-79330e6a6281.pdf


Lykis has disposed off its loss making tea business along with all rights, title and interest relating there to as a going concern on slump sale basis w.e.f. June 25, 2021.


https://www.bseindia.com/xml-data/corpfiling/AttachHis/346ec2bc-fd6d-4164-a1a1-89b30cb58e06.pdf


Voluntary delisting of Company’s shares from Calcutta Stock Exchange 


https://www.bseindia.com/xml-data/corpfiling/AttachHis/682ce801-30eb-47f1-a22b-1e86c4a6f152.pdf  


Lykis has shifted registered office of the company from state of West Bengal to State of Maharashtra. 


https://www.bseindia.com/stock-share-price/lykis-limited/lykisltd/530689/voting-results/





Lykis is an existing brand, experienced in operations and management of FMCG products. Operations are handled by a strong experienced management and professional team and also there is a strong technical and development team for support.


Company’s business will continue to grow strongly in the next several years with a strong management team, wide distribution network, innovation and technology capabilities, cost efficiency programs.



There is a significant shift in consumer preferences and behaviours, growth of online business channels and higher demand for FMCG and value products are some of the changes brought about by the pandemic. These trends are likely to strengthen and present new opportunities for FMCG business in near future. Importance to Personal Hygiene with increase in demand for personal cleanliness products such as hand and home sanitisers, soaps are expected to grow exponentially. There is increased consumer focus particularly on preventive healthcare products.







360° Solutions for FMCG Product Range 


Lykis offers simplified solutions for FMCG range of products by providing manufacturing support and end to end solution for private labelling. Extensive global network of the company gives the edge of being the preferred partners for many international organisations.



Promoters






Mr. Dhrolia is highly motivated and result-oriented Businessman driven by the desire to make Lykis a brand to reckon with not only in the Domestic Market but also Internationally. Mr. Dhrolia has a vast experience of African market for past 16 years. He has a knack at managing costs and devising strategies. He excels at building and retaining high-performance teams by hiring, developing, and motivating skilled professionals. He aspires to see Lykis as a brand leader of the cosmetic and personal care ranges in India and explore new horizons. He has ensured that his businesses thrive through tough competition and succeed through persistence and hard work. 


In fact  Lykis is the vision of Mr. Vijay  Kedia and he has handed over the baton to Mr. Mr Dhrolia to take this company to next level and continue to scale new milestones of excellence in the years to come.







Conclusion



Lykis is a vibrant company with bold ambition &  becoming more agile & future ready. The company is constantly innovating to delight its consumers with more exciting, superior quality products at affordable price. 


The company insists on honesty, integrity & fairness in all aspects of its business & expects the same in its relationship. The transparent business practices, fair dealings, wide distribution network, timely delivery, client centric approach & cost effective price structure have earned  vast appreciation of customer base spread all across the globe.


Lykis Ltd stock at cmp Rs 42 is excellent investment opportunity for both short term and long term ( 1 year to 5 years ). It can be bought + / - 15% from cmp with 10 %  allocation.



226 comments:

  1. Thanks a lot Dolly Mom for this new blog today. Your efforts are highly appreciated by all your disciples. Always indebted!!!

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  2. Thanks Mam for this FMCG recommendation.

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  3. Thank you Mam. God Bless you and Your family.Have a great weekend ahead

    ReplyDelete
  4. Thank you madam for suggested a diamond.

    Thank you

    ReplyDelete
  5. Thank you very much madam. excellent stock in attractive sector

    ReplyDelete
  6. Thank you respected Dollyji for your
    new pick.

    ReplyDelete
  7. Thank you Dolly Mam, for this excellent pick. God bless you.

    ReplyDelete
  8. Hello Ma'am,
    Thank you for the recommendation. The stock has already moved up 50%+ from low of August 12.

    Also, your recommendation of this stock might add to upward movement.

    Does it have enough liquidity for everyone to grab a piece on Monday?

    Regards
    SM

    ReplyDelete
    Replies
    1. Even though the stock is gradually moving up from last 10 day but still there is lot of head room to give multiple returns. It is just beginning and still long way to go. We hope there will be enough liquidity.

      Delete
  9. Mam,
    Thank you very much for this new recommendation.

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  10. Thank you sir for the excellent stock and hope it will become multibagger in coming years.

    ReplyDelete
  11. Hi Mam thanks for new stock
    What will be the targets with time horizon

    ReplyDelete
    Replies
    1. First we are looking for 100% return within 3 years.

      Delete
  12. Madam,
    Thanks for new stock, is there any idea to capture it on monday in premarket itself, can u please advice how to put orders in premarket itself, i am a new investor.

    ReplyDelete
    Replies
    1. There is no difference in pre and post market orders.

      Delete
  13. Thank you for the new pick madam, main concern is debt to equity is more than 9, how do you see this high debt madam. Thank you in advance

    ReplyDelete
    Replies
    1. There is no long term debt, all debt is short term and used as working capital. Debt of 109 Cr is very much manageable with current growth the company.

      Delete
  14. Thank u for your Excellent pick from FMCG ,hope to give a good financial report in the FY 22-23.

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  15. Mam thanks for your reply. Every month I deposited 10k in my account whenever you recommend the stock I invested all the amount in that stock.

    ReplyDelete
  16. Hi madam, how much profit can we expect in 3 yrs.

    ReplyDelete
  17. Hi Mam,
    Thank you so much for suggesting.
    When you have given hint, I have come across this but ignored as earlier(long back) it was long loss making business.
    Thanks for clarifying the got rid of the loss making tea business.
    Mam could you provide your opinion on the existing debt (D/E ratio: 9.2) and any known plans.
    I understand small cap will have the debt.

    Thanks

    ReplyDelete
    Replies
    1. There is no long term debt, all debt is short term and used as working capital. Debt of 109 Cr is very much manageable with current growth the company.

      Delete
  18. Hi Mam,
    Thanks for new stock. Very little public info available on future prospect.
    What is expected turnover in next 3 years? Also, what is expected stable margin in future?

    ReplyDelete
    Replies
    1. We can expect the turnover around 550 Cr in next 3 years and OPM will be around 6 - 8%.

      Delete
  19. How can it acquire marketshare among big companies? Any strategies?

    ReplyDelete
    Replies
    1. It has already good market presence in African continent.

      Delete
  20. Hello sir what is the debt situation and cash in balance sheet

    ReplyDelete
    Replies
    1. There is no long term debt, all debt is short term and used as working capital. Debt of 109 Cr is very much manageable with current growth the company.

      Delete
  21. Thanks many Madam for this 🙏.

    ReplyDelete
  22. Thank you madam for the golden pick. I will always indebted to you.we will buy as per your advice.

    ReplyDelete
  23. This company is export driven? High debt and low margins.. High risk high return bet, I believe thays the reason only 10% allocation is suggested.

    ReplyDelete
    Replies
    1. There is no long term debt, all debt is short term and used as working capital. Debt of 109 Cr is very much manageable with current growth the company. Just have look on FMCG and Personal care segment companies and compare the turnover and market cap. Market cap of Lykis is only 80 Cr and 350 Cr turnover. Company already survived more than 35 years during tough times and now it has 1000+ products and business spread over more than 30 countries. We expect that future is very bright.

      Delete
  24. Thank you madam for good fund stock pick

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  25. Very interesting.
    Wonder anyone in the blog used any of their product
    If so, comment your opinion on it,.

    ReplyDelete
    Replies
    1. I have used Special tooth paste. Quality is good. Available in supermarkets of Mumbai.

      Delete
  26. Dear madam, thanks a lot for the wonderful stock pick.

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  27. Thank you Madam.What is the circuit limit for this stock

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  28. Thanks madam..for the new stock suggestion..
    People buy products when they are cheaper compared to Hul , bajaj ,dabur etc...
    If they are cheaper, When small companies enter Price war with biggies its very tough to survive i think...
    If costlier ppl wont buy i guess..
    What s ur opinion madam abt this...

    ReplyDelete
    Replies
    1. The world is so huge that every company finds its customer according to their price and quality. You can find the cloth Rs 10 per meter and you will find Rs 1 million per meter. Survival of the fittest is universal rule not the biggest. Loin is the king of forest not due to its strength, size or sound but courage and believe.

      Delete
  29. Rukh ji

    Well noted your suggestion - Thanks

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  30. Hi Dolly mam,

    I have not invested in the last three stocks (lykis, Jubliant Ingrevia and Glenmark). I got some amount now which I can invest. Shall I evenly split and invest as currently all are under buying range ?

    Thanks,

    ReplyDelete
    Replies
    1. You can invest in all three stocks with 10%, 20% and 20% allocation respectively.

      Delete
  31. Thank you Mam for the new recommendation, wish you and your family a happy Ganesh Chaturthi!

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  32. Thanks a lot Ma'am for Good pick

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  33. Dear all, When we are investing in Lykis , we should also use its productv, promote it amongst friends and family and let lykis grow.

    ReplyDelete
    Replies
    1. Lykis products are not available yet in Indian market as they are not in Domestic market. At present their major focus is on to increase exports to existing operating countries and to other new countries.

      Delete
  34. God Bless you. Thanks for suggestion

    ReplyDelete
  35. Mam, As per your advice we can buy shares within 10% range from suggested price.
    Can we get this share tomorrow within 10% range?

    ReplyDelete
    Replies
    1. Anant Ji - "Lykis Ltd stock at cmp Rs 42 is excellent investment opportunity for both short term and long term ( 1 year to 5 years ). It can be bought + / - 15% from cmp with 10 % allocation"

      It is not 10% but 15 % ; 10 % is allocation

      Delete
    2. Was more than 10% up throuout day. Can we get chance tomorrow within range?

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    3. Need to wait patiently till it comes in +-15% range as per rule from madam. I am following this blog from many years and till date all advised stock have come in buying range of +-15%.
      I was also not able to buy till today, waiting eagerly.
      Stock Advised Price is Rs 42 ; Buying Range - 35.70 on lower side till this we can buy ; Upper side = 48.30.Above 48.30 is No NO as per rule.

      NOte - My Portfolio is green only because of mam's advise.

      Delete
    4. Anant Ji - Bought this stock today at 48 which was in range today (+-15%).Now will forget this for 3 years or till it is at 100%

      Delete
  36. Do they sell their product online ? or in stores ? Where can we find their products ?

    ReplyDelete
    Replies
    1. As per my understanding from the recent AGM meeting, Lykis products not available in India as of now. Their major focus until FY 2023 is to expand the exports to the existing countries like East Africa, West Africa and Middle East in the Personal care category.
      For Fy 2023-2025, their major focus will be to expand to countries such as South East Asia, Myanmar, Nepal, Bhutan and Srilanka etc.

      Please Correct me if I'm wrong

      Delete
  37. Thanks Ma'am for your valuable suggestion. I have entered into this stock within 15% range at 48 Rs. Will wait for 3 years patiently for it to be doubled.
    Also holding last 2 stocks Jubilant Ingrevia and GLS

    ReplyDelete
    Replies
    1. You have bought it at good price. Definitely you will get good reward for your patience.

      Delete
  38. Happy Teachers Day Dolly Mam.... Thanks for guiding us just like a teacher.🙏🙏🙏

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  39. Happy teachers day mam.You are invaluable teacher for us. Thank you for everything.

    ReplyDelete
  40. Somehow I feel this company will be an acquisition target. Hope Reliance acquires this company

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    Replies
    1. I think the forced acquisition of NDTV by ADANI GROUP like is not possible here since the promoters of Lykis are holding 69% of the total share.

      Delete
  41. Very Happy Teacher's day Madam

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  42. Mam bought lykis @ 51,hope this is also a good price as far as long term is concerned. As per your advice if we wait for 3 years,we are sure it will get doubled.But Is there any chance for it to turn multibagger mam?

    ReplyDelete
    Replies
    1. Now you bought mam may suggest whether 51 is good or bad...but next time requesting is not to break any rule set by mam ( Buy only in +-15% range).I am mentioning as I paid heavy price in past my only in +-15% ; 10% amount allocation of principal capital ; sell half once you have 100% return and keep rest free of cost (FOC) shares until you need any money

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    2. M
      basic qualification for any stok to stay in our portfolio is 100% return within 3 years. After 100% return we can keep free of cost share for long term and it may turn multibagger

      Delete
  43. Hi Rajiv Sir,

    If I want it go through financials/Details of all the companies which website is good? Is screener.in reliable?

    ReplyDelete
    Replies
    1. Result and annual reports of all companies are available on BSE and NSE website. BSE and NSE website are the best website to get latest details of the company

      Delete
  44. Madam can we buy at 50 Rs average price..

    ReplyDelete
    Replies
    1. Request all to stick to thumb rules provided, so do not go beyond +15%, market always provides oppertunity to buy at good valuation.

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  45. Thank you Ma'am, today I could buy the shares of Lykis.

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  46. Mam,what news in kamdhenu. 1st September its 52 week high305 now its trading 150

    ReplyDelete
    Replies
    1. It is due to the demerger of paint division. after ex demerger date it start trading at half price.

      Delete
  47. ASRL rights amount ASBA debited. Allotment mail recd. Rights share credit on or before Sept 8th (Book profit Selling pressure started from 97 to 85?)

    Some applied extra 1000 rights shares without buying any RE shares and got eligible + applied extra 1000 shares at Rs.54. Mkt price: 85. (Profit: 30,000)

    Those who bought Rights between Rs.6 to 20 (60 to 74) are also in profit (25 to 11).

    ReplyDelete
    Replies
    1. Yes, Selling pressure will remain for few week then stock price will stabilize around 80 Rupees

      Delete
    2. Ma'am, I bought 500 shares of ASRL @97. If it is going to stabilize at 80, should I book loss and exit to buy Lykis?

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    3. Now your price may have come down after right issue. You can continue to hold it and book profit above Rs 100 . Never book loss before completion 3 years .

      Delete
    4. Thank you very much Ma'am for your advice and reminding a fundamental principle of holding tight for 3yrs.

      Delete
  48. Mam ji, Kedia sir is selling the stock in bulk deal. Is it concerning?

    ReplyDelete
    Replies
    1. Vijay kedia Ji has just sold 1.40% ...Still has 7.93%



      According to shareholding pattern of Lykis Ltd for April to June 2022 quarter, Vijay Kedia holds 18,07,911 shares, which is 9.33 per cent of total paid up capital of the company. As Vijay Kedia has sold out 2,71,055 shares of the company, his current shareholding stands at 15,36,856, which comes around 7.93 per cent of total paid up capital of the company. So, the ace investor has offloaded 1.40 per cent stake in the company.

      Delete
    2. Now Mr Kedia is also like other retail investor. He is holding these share from last 12 years. Profit booking is must for all investors. It is not concern but good habit.

      Delete
  49. Lykis PE is too high ? P/E ratio
    85.76.. Any worries ...?

    ReplyDelete
    Replies
    1. No need to worry, it will improve in coming quarters

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  50. Mam, I managed to brought Lykis share at 48INR.

    ReplyDelete
    Replies
    1. You have bought a good price now you have to hold with patience for few years

      Delete
  51. Mam, Can you please write something about Kamdhenu and we have FOC stocks. It's already demerged and no idea about valuation about Kamdhenu ventures/Paint business.

    ReplyDelete
    Replies
    1. The paint division share will have a good valuation and it will trade at par with other paint companies

      Delete
  52. Maaam, when will you share final 2 picks of this year ?

    ReplyDelete
    Replies
    1. Now we have only one stock left for this year and it will be in the month of November / December

      Delete
  53. Hi Ma'am, Investor Vijay Kedia has offfloaded more shares yesterday and booked partial profit. Is this sign of worry?

    ReplyDelete
    Replies

    1. Now Mr Kedia is also like other retail investor. He is holding these share from last 12 years. Profit booking is must for all investors. Ptofit booking is not concern but good habit.

      Delete
  54. Dear Ma'am,
    After all the happenings in Add shop, now please take a fresh look at it and please say if it is now a good buy at around 70-75 rupees ?

    ReplyDelete
    Replies

    1. Stock has already given more than 100% return so it is not advisable to buy.

      Delete
  55. One general question as a new bee..I'll invest whenever I have money, don't know size of my portfolio..how to decide 10% or 20% amount.

    ReplyDelete
    Replies
    1. 20% of hundred rupees is 20 rupees, 20% of 1000 rupees is 200 rupees and 20% of 100000 Rs is 20000 rupees

      Delete
  56. Mam need advice i have ganesh Housing @ Rs 29 as i cud not get out of it and averaged it during covid sell off and i have FOC . CMP is reacing 400. What should i do .shall i hold or get out of it

    ReplyDelete
    Replies
    1. Always books some partial profit on every 50- 100% rise.

      Delete
    2. Mam and Sir, How much - % wise, if possible can you give an example . Thks and Warm rgds

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    3. There is no Thumb Rule but you may continue to hold free of cost share for long term or you can book profit according to your fund requirement

      Delete
  57. Dear Mam Ji, I have a question about Kamdhenu Venures. Why issue price of the shares will be Rs 5/- instead of Rs 10/-? Thank you

    ReplyDelete
    Replies
    1. Initial face value of any stock is decided by company management. It may be one or two or four or five or 10 or 100. Face value split is also used to increase the liquidity of stock.

      Delete
  58. Hello Rajiv sir good evening, In a particular industry if I have to pic good stocks, can you pls suggest what is the process to shortlist stocks as it is not feasible to research every stock of industry, pls guide as it will be of great help in learnings, regards

    ReplyDelete
    Replies
    1. product quality and it's growth possibilities , management quality and its capacity to expand the business

      Delete
  59. Hello Madam,

    How do we compare GLS with zydus lifescience interms of valuation apart from its market capture. Zydus also has good sale and profit margin.
    Due to less size, GLS has more growth possibilities?

    ReplyDelete
  60. One option is - Calculate your stocks value and cash together and use it before every purchase. Later every year or so, you can rebalance if needed.

    ReplyDelete
  61. Had any one got credit of add on shop e retail right issue shares in their Dmat account. I have received credit mail but not showing in my Dmat acc

    ReplyDelete
    Replies
    1. Listing/Trading approval received ???? shares of ADD-SHOP E-RETAIL LTD converted into main ISIN in your demat a/c xxxx???? on 13/09/22 in respect of Bonus. NSDL

      Delete
    2. ASRL Rights shaees are visible and available on 14-09-2022 for SELL

      Delete
  62. I have ICIcI direct demat account and applied for ASRL rights through SBI asba..Shares not credited yet neither any mail on allotment. Money also has not come back in sbi account. Anybody else in same situation?

    ReplyDelete
  63. Hello Mam,

    Can i pls know your email id.. I want to mail a query and seek ur guidance..

    Thank You

    ReplyDelete
  64. Can I raise investment in Asian energy at CMP it's 3% of portfolio right now

    ReplyDelete
  65. Hi mam ji.. pls remove my account no. In urgent i forget to delete my account no

    Thanks
    Rajesh

    ReplyDelete
    Replies
    1. It is not possible to edit the comment, I have deleted your comment which contains your account number

      Delete
  66. Mam, Can ADF foods give multifold returns in coming 2-3 years also?

    ReplyDelete
    Replies
    1. It has already given multifold return , now we can expect 15 to 20% return per year

      Delete
    2. Is any one or two from GLS, Jubilant and Lykis has potential to generate returns as of DN and DF generated in last 4-5 years?

      Delete
    3. All stocks first need to fulfill our basic requirement of 100% return within 3 years to stay in in the portfolio.

      Delete
  67. Madam, suggest any sound fundamental stocks in the future growth sectors like EV/Drone/Hydrogen/green energy and solar. Thank you

    ReplyDelete
  68. Mamji, when market is vey buoyant, Dai-ichi karkaria is not moving, do you think it is better to switch some of karkaria to Ingrevia?

    ReplyDelete
    Replies
    1. Need to stick with investment decision at least for 3 years then only decide further action based stock performance

      Delete
  69. Respected Ma'am, Financially intelligent people like Robert Kiyosaki, Charlie Munger etc. talk about a market crash more severe than the crash of 2008 and economic recession coming very soon. Would you be kind enough to enlighten us with a few words in this respect.

    ReplyDelete
    Replies
    1. Even March 2020 crash was more spectacular than 2008. Always bigger crash are required to make a bigger money. It is also required to flash out unwanted crowed from the market or other in word it is required to flash out dust from diamonds.

      Delete
  70. Mam can i hold akshar chemical...buying price 234

    ReplyDelete
    Replies
    1. Yes you may continue to hold free of cost shares for long term

      Delete
  71. Good morning madam, kindly share one stock from capital goods because sectors performing now are auto, defence and capital goods

    ReplyDelete
    Replies
    1. Ok we will consider these sectors in coming months.

      Delete
  72. https://youtu.be/P0b1F4wyJik
    Above news looks scary.. Can it be true madam?

    ReplyDelete
    Replies
    1. If news is not scary then nobody will watch it. It is part and parcel of news business and risk is part and parcel of our investment business.

      Delete
  73. Madam, please throw some light on the Patel engineering, is it right time to buy for longterm, recently they got many infra project orders.

    ReplyDelete
  74. Hi madam, A question for general understanding..TCI express with a sales of 1000 cr is having a 7000 cr market cap , where as Gati which has 1500 cr sales is just at 2300 cr mrkt cap. Will iGati valuation will improve with better profits and operating margins

    ReplyDelete
  75. Respected maam , Any listed Stocks who owns A good Lifi Technology startups , pls suggest

    ReplyDelete
    Replies
    1. We will consider it if any good investment opportunity available from this sector.

      Delete
  76. Dear Madam, your views on Tamilnadu Mercantile Bank at current CMP for long term ?

    ReplyDelete
  77. Mam, Your long-term view on Permanent Magnets, Patanjali, Borosil Ltd, Vikram Thermo Please..
    Can I buy in SIP mode?

    ReplyDelete
  78. Hello Rajiv sir, In case of demerger investor get the shares of demerged entity, but if company comes with ipo what benefit investor has? Which one is more beneficial, regards

    ReplyDelete
  79. Mam, Is there any possibility of Demerger in Deepak Fert and Deepak Nitrite?
    or any split or bonus expected?

    ReplyDelete
  80. Madam, are you still tracking chemfab? Any update or recomendation?

    ReplyDelete
  81. Respected madam, i heard Deepak nitrite is planning to enter fluorine chemistry...?
    If so can share price double from current levels....

    ReplyDelete
    Replies
    1. yes share price will definitely double in next 3-4 years

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  82. Hi Madam..Can I accumulate More shares of Add-shop now?

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  83. Mam, lykis 90% revenue from exports, is the company strategy is to focus only on exports if no are they expanding in india

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    Replies
    1. Major portion of sales is coming from export. New management team is also looking to develop domestic market.

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  84. Mam, I watched operation "Demat Daka" on Zee business.
    Most of Demat fraud cases are from Zerodha Account.
    Which broker would u suggest for making investment more secure?

    ReplyDelete
    Replies
    1. ICICI Direct, HDFC Securities, Kotak Securities are better option.

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  85. This comment has been removed by the author.

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  86. Sir, where can we find the Q1FY23 Industrial corn call, which jointly gives the performance of entire industry, I read somewhere that ABB, SIMENS, ROLEX etc gave very good out look of industry in joint call

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  87. Mam- Is there any way to apply for an IPO from multiple Demat A/c (Family Members) from Single Bank account ?
    Earlier SBI Net banking had 3rd Party ASBA IPO Application- which doesn't work any more ;(

    ReplyDelete
    Replies
    1. No, multiple Demat A/c of Family Members cannot be attached to Single ( individual ) Bank account .

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  88. Mam and sir , you pick gem of stocks and many congratulations and kudos for same . Many stocks you have picked have blossomed after 3 years after exit like Ganesh . Sòme how i did not exit stayed and it is 13 times fr corona low .Wìll you consider revising 3 years max strategy or some option after 3 years. Rgds Deepak

    ReplyDelete
    Replies
    1. It will be very difficult for new investor to hold stocks for more than 3 years without any return. Free of stocks can be hold more than 3 years because profit is already taken and they can reinvest.

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  89. Glenmark life devidend ex date was 9th sept
    It is showing in demat but not credited in bank a/c
    Can we have send any email to company. What to do mam.

    ReplyDelete
    Replies
    1. Generally it took 2-3 weeks to credit amount after ex- dividend date

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  90. Hi Ma'am, is Titan & Tata Elxsi safe bet to invest now? do they have potential to grow double in 3 yrs?

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  91. Hi Mam

    Read that export related business will be impacted in current scenario ( due to so called rescission buzz).Mostly if business are related to Europe & US.
    That's why need to avoid IT & Pharma related business for some time.

    I believe same will not be applicable in case of Lykis as revenue comes mostly from Africa.
    Is this understanding correct?

    ReplyDelete
    Replies
    1. You mean to say that in rescission people will not buy medicine, stop using mobile and internet, stop eating foods, stop buying cloths, stop travelling, stop sending their children to schools, stop bathing or using soap and hair oil. stop building houses, farmers stop cultivating etc.

      For me all these business activities will run as usual.



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  92. Brought some more Lykis share and average buying price came down from 48 to 45 per share.

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  93. Dear Madam, Is there any specific reason behind falling price of Glenmark Life Sciences Ltd ? Thanks a lot !!

    ReplyDelete
    Replies
    1. No specific reason but there is severe market correction of 2000 point in Sensex index in last one week.

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  94. Good morning Ma'am
    Glenmark life price became more attractive - 409.
    Ma'am, do you see any reason for this lowering of price

    ReplyDelete
    Replies
    1. No specific reason but there is severe market correction of 2000 point in Sensex index in last one week.

      Delete
  95. Dear madam.. because of logistics policy the biggest beneficial is manufacturing sector. If you also feels the same then please suggest from this sector. Also defence, capital goods and auto sector stocks...

    ReplyDelete
    Replies
    1. we will cover some of these sectors in coming months.

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  96. Mam, your stock advise allows me to observe the brands by myself. I buy Lykis shares price go down but hopeful about it.

    ReplyDelete
    Replies
    1. Stock price correction is in line with market correction.

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  97. Hi Rajiv Sir,
    I invested partial amount in Asian Energy at 95. Now that it has come down to 75 levels can I average it with the remaining amount?

    ReplyDelete
    Replies
    1. Sir/Madam, can I make fresh entry into this stock? Asian energy..CMP72.8 June QTR results showing -ve

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  98. Hi madam, why jk agri genetics is not able to produce good result even after approval from Switzerland and ethopia markets .

    ReplyDelete
    Replies
    1. Approval is basic requirement to run the business but developing a sizeable business will take some time.

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  99. Hello Madam, Any Navratre/Diwali pics?

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  100. Madam what's ur opinion on EKI ENERGY for future

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  101. Hello Mam,
    Is it possible for you to suggest some large cap or defensive stocks for 10/20 years. Like a gift to our kids.

    ReplyDelete