Investment guide to new investors. Disclaimer : Investment in equities is subjected to significant risk. Need to read and follow the SEBI guidelines under 'Combined Risk Disclosure Document' before taking any decision to invest in equities. This blog contains only my personal view about market and equities. Any investment decision should be taken with your own analysis and risk.
Hi Mam, recently Anti dumping duty has been imposed by GOI on many steel products. Which companies in your blog coverage stands to gain from this developments ? Does Manaksia and Hisar metals can be beneficiaries of this anti dumping duties Best Regards Ajay
Wish you ,your family and all the members of our group and fabulous and prosperous new year may this year bring all of us endless opportunities and beautiful moments to cherish. And now a question for you dolly ma'am, if you track Prakash industries and if yes ,can it be considered at cmp for 3-5 years? Kindly advice.
"Happy New Year, Rajeev Sir! Wishing you continued success, groundbreaking insights, and a prosperous 2026. May your strategic vision lead to even greater achievements
"Happy New Year to all the blog member! May 2026 bring you clarity, new opportunities, and fruitful investments. Here's to learning and growing together
Dear Ma'am, Pranam Shree Rama Multitech share has been hitting new highs almost every day. Do you think it could reach ₹170 by the end of this year or within the next two years? Does the company have that kind of potential? I have a home loan which I need to repay this year, hence seeking your advice. I’d love to hear your thoughts. Thank you for your invaluable support to small investors like me
Season’s greetings and best wishes for a prosperous New Year 2026 to Madam, Sir, and all the blog members. May the year ahead bring good growth, rewarding investments, and success to all of us.
Do Management look towards stock price movement? How do they feel anything if its going down & down ? Do they take any steps to prevent the fall ?
Stock price might be falling due to reduce in their holding or pledging of share. Can't they choose to avoid this and use some other alternate approach to arrange funds?
Generally management do not monitor stock price very closely because promoters own their stake for life time. In case of deep correction some time they buy the shares to increase their stake.
After listing Ola was trading above Rs 150 and market cap was above 65000 crores. Promoter sold 3% stake for 270 crores personal loan and stock fall near Rs 30.
The actual situation cannot be realised from outside but actually it can be realised only after running our own business.
I bought POCL that time and exited after 3x. now it is 75-80x. You will never know what stock will give lifetime return.last 2 years not much returns but whoever going to patiently hold going to get reward...Thanks for the blog and keep this for another decade...
Thank you very much for your guidelines and recommendations. In 2024, I had invested only in Visaka Industries, but after that I faced a shortage of funds. Now I have some funds available and would like your opinion on new investments.
I am considering Hisar Metal (CMP 168) and Aarti Surfactants (CMP 384). Nikhil (CMP 78 ) Ajanatha Soya (CMP 28) Could you please advise if these are worth investing in now, and if there are any other strong stocks from your receommedation last 3 years with good growth potential over the next 4 years?
Hello Maam, Happy New Year Interesting developments happing in Deepak Fert. The company has acquired 100% stake in an explosives manufacturer. Details not disclosed due to confidentiality. Any comments on why this acquisition by the company?
It will enable the company to make explosive product in India and export to other countries. It is easy to get explosive licence through acquisition otherwise it is long time taking process and difficult to get explosive manufacturing licence
Deepak Mining Solutions Ltd a subsidiary company of Deepak Fertilisers acquiring unnamed explosives manufacturer , right?
"Deepak Fertilisers and Petrochemicals Corporation Ltd. (DFPCL) announced in late December 2025 that its subsidiary, Deepak Mining Solutions Ltd. (DMSL), signed a definitive agreement to acquire 100% of an unnamed explosives manufacturer, aiming to boost value-added product exports and leverage new Technical Ammonium Nitrate (TAN) capacity, with the deal expected to close by April 2026, subject to conditions. "
Good time to buy these 5 stocks. All down from initial recommended price. Visaka (down 46%) Aarti Surfacents (down 43%) Hisar Metal (down 20%) Ajanta Soya (down 12%) Nikhil Adhesives (down 27%)
It was good buy at suggested price but now market has given additional benefit on Deep Market correction but most of the time small investor unable to make the use of these corrections due to lack of confidence
Madam have retained home loan OD account with enough funds available. Is it recommended to utilise excess money ? I have no challenges serving and have been using it time to time on prior correction. Reason for question here is to understand if it's worth waiting for a couple of more months considering existing macro economics and possible impact on any activity on Iran or keep continuing slowly as I have done so far.
It is not advisable to invest in market with bank loan or borrowed money. Invest in the market with your spare fund which you don't need for next 3 to 5 years
Dear Maam what is happening with Suraj Products. From 950 to 164 down by more than 85%. How do we trust such companies from long term perspective. Kindly let me know your view.
Hi sir/madam. Happy Pongal to you and your family. My current allocation is 10% in Nikhil adhesives Ajanta soya Hisar metals Kalyani forge Manaksia. As all these stocks are corrected significantly from suggested price. Please let me know if I can increase my allocation to 20 % in all of these and hold them for long term. Thanking you in advance
While reviewing the financials, I noticed that Patanjali’s cash flows over the past three years have been relatively volatile, with the latest quarter at around ₹198 crore, whereas AWL Agri Business shows more stable cash flows. Additionally, across parameters such as sales, profitability, margins, promoter holding, and cash flow consistency, AWL appears stronger from a purely financial standpoint. Debt is factor where AWL is ahead of Patanjali.
May I kindly ask what key long-term or qualitative factors lead you to prefer Patanjali over AWL despite these differences? I’m curious to learn.
Ma'am Kalyani forge has now come in buying range and i couldn't buy it then. Can we buy it now if fundamentals are still intact. And is it still going to fall further??
Hi sir/madam, I have some funds now. My allocation in visaka and aarti is 20%. Kindly advise if I can increase my allocation to 25 r 30% as these corrected significantly from suggested price. Thanking you in advance
It is not advisable to increase the allocation above 20%. But you can distribute fund and buy all stocks in your portfolio so your percentage allocation will remain same
Good afternoon Ma'am, Is it right time to invest in Niraj Cement Structurals Ltd, at cmp 32 rupees. 1. The company's Profit is incresing... 2. Huge order book.. 3. The company is reducing the Debit. 4. Lot of growth for Infra sector companies.
Hello Ma'am, I hope you are doing well. I wanted to seek your valuable guidance on a few investment-related questions. 1. I recently bought Wardwizard Innovations at an average price of 7.87 with a quantity of 12,700 shares. Earlier, I could not invest due to insufficient funds, but I got the opportunity now. I would be grateful if you could share your valuable opinion on this investment.
2. I would also like to understand your views on gold and silver as asset classes at the current juncture-especially in terms of portfolio allocation and long-term wealth preservation.
3. India is currently close to a $5 trillion economy.Over the next 10-15 years, as India potentially grows into a $15 trillion economy, which sectors do you believe will play the most important role in driving this growth?
Thank you for your time and insights. It would mean a lot to learn from your experience. Thank you for your selfless work helping small investors like us.
Two wheeler EV segment companies are not performing well from last one years. Ola and ward wizard trading at deep discounts. We can expect recovery in next 3-4 quarters. 5 to 10% allocation can be given to gold or silver because these assets will also give stable and consistent return over long period.
In next 10 to 15 years Indian economy will grow 2-3 fold and almost every sector will play very important role in this growth like agriculture, infrastructure, metals, chemicals, banking, automobiles etc
Hi M'am, Protecting profits and managing losses has become crucial in this bear market. Could you please elaborate on a practical framework we should follow?
Currently, we book profits on 50% quantity after 100% gains and plan to cut losses at –30%. However, I haven’t been strictly following the –30% rule, as many stocks have fallen 30% in the past and later recovered.
Do you suggest any alternative or improved rules for this market?
Every investor is having different risk profile. If you remain invested in deep correction then you will go through deep mental stress and emotions will fluctuate heavily. But this experience is very precious to become mature investor. Once you able to control and overcome on your emotions and fear then this market is your.
Most of the time new investors will unable to book the profit on time or exit on time to mitigate the risk or losses due to this reason we have given the limit for profit booking and stop loss.
Howz result of Deepak fertilizer? Not much growth in this quarter. Stock is trading at PE 13 , . Result is not good but not that bad also ,still stock correctly. All correction seems to be due to negative sentiment in market.
Manaksia Steel has posted outstanding results. Growth everywhere. While we expect 100% return over 3 years in the Stock. With the new Capex coming in, the stock looks very good for much more.
What would be potential market cap of this stock in future.
Hi Madam/Sir, as per your reply to my previous question and reply to this particular person. 1.My understanding is maximum allocation of any stock should be only 20%. 2.If suggested allocation of a stock is 10% but if it is available at low price from suggested price then we can increase allocation to 20%(only if we are going to increase allocation to 20% in all other 10% allocation suggested stocks). Please give your valuable inputs . Thanking you in advance.
Hi M'am, Manaksia Steel posted excellent Q3 results with over 100%+ growth in both the topline and bottom line. This is a significant turnaround for the company. Management also provided guidance and commentary along with the results. The new colour-coating line at Haldia is expected to commence operations by feb-march 2026.
Could you please help me understand the following: 1. What is the current capacity utilisation out of the total installed capacity of 150,000 TPA? 2. What percentage of revenue is derived from exports? 3. By when we expect the company to achieve the guided revenue of ₹1,300 cr?
Madam, please throw some light on latest developments after results on DEEPAK FERTILIZERS, can we expect recovery towards all time high or to sell now. I have all qty since recommendation @225 (NO FOC). Thank you
Hi Mam, Please review the main points in the budget and share your views. Please guide us with your valuable insights. How budget will impact short term and log term gains? and which sectors may benefit more etc..
Market was sluggish and uncertain from last 2 years. After budget and US trade deal now we expect that it will move-up strongly with more clarity. Almost every sector will start performing from coming quarters
Hello mam manaksia steel The company had higher operating margins in some years 17.5 % in 2022, 11 –12 % in FY23-24 Operating margins have fallen like ~6.6 % in 2025 and quarterly margins around ~4-5 % in Q3 FY26.
Just want to learn why margins are falling and does it affect company in near future?
I think you have taken wrong data for some other company. Manaksia Steel operating profit margins was 8 % in FY 21-2022, 3 % in FY 22-2023 and 5% in FY 23 -2024.
Hi Mam, Despite doubling revenue yoy and increasing contribution of high margin aluzinc products, opm remains flat for Manaksia steels. Any specific reason? I was expecting margin to be in range of 7-8%. Manaksia coated in their concall said aluzinc commands 50% higher margin. Mam your views?
US India Trade deal is positive for market. Earning and business volume will start improving from coming quarters hence market will also go up gradually.
Hi Mam, What’s your thoughts on the current debt level (4,400 cr) of deepak fertilizer? The company is paying ₹400 cr annual interest that is almost half of their annual profit. With some capex plans underway, the debt is likely to increase further. Is this a cause for concern, given that the interest cost will directly impact the bottom line? Also, the margin came down to 12-13% Thanks,
For last FY the operating profit was around 1900 Cr , after paying 400 Cr debt Net profit was around 950 Cr and it was during tough business conditions. The profit will improve further and company will able to pay entire debt in 3-4 years.
For Q3 raw material cost has increased significantly which has impacted the bottom line.
Mam does DCF really make sense while analysing and investing in company on taking investment decision or picking company, Should one use DCF to make investment? Or FCF is enough and what it your view on intrinsic value ?
Dear mam...there is a news that management restructure is happening in shree rama multi tech..Could you please give some insight on it. what exactly happening
Ma’am, I hope you are doing well. On 25th September 2025, Wardwizard officially stated that the company has received the first batch of orders under its Electric Vehicle Agreement worth USD 1.29 billion from the Philippines. This initial order comprises approximately 4,500 vehicles, including E2W, E3W, and E4W segments.
To fund the execution of this order, the company has announced a shareholder rights issue of around USD 30 million (approximately ₹230 crore), which is roughly 2.37% of the total order value. As per the company’s communication, the complete delivery of this batch is expected by June 2026.
I was thinking, even if the company does not perform well in the domestic market,Through this left over 97% execution of order company still can grow or make money ?
I would truly appreciate your guidance on how to think about such situations from an investor’s learning perspective. Abhishek warm regards.
Ma'am I'm extremely sorry, I'm asking too many questions They come from a place of curiosity and a sincere desire to learn. Iam genuinely trying to improve my understanding and aspire to become a more informed and disciplined investor over time. Sometimes feels like making you irritating.
There is possibility of huge growth potential but survival during initial phase is important for small companies and this business is highly capital intensive.
Good evening mam. Your view about Visaka industries ltd financial results for 3rd Q. They have not booked any business from Solar panel roof. Thank you.
How is Visaka Industrues results. Profit is still very less What are the future prospects and by when can we expect stock to go up to original level and beyond. I am holding it 15% of my portfolio and its deep red
Namaste mam Visaka industries results are good but crisil suggested downgrade high to average grade. And also promoters are fully politics and involved govt. So what is future of company. Alredy completed 2 yrs suggested from date mam
It is 45 years old company and expected to survive another 45 years in future. Promoters family was in politics and they will remain in politics in future also.
After one year if it fail to give 100% return than need to exit and reinvest again in other stock.
Dear Mam, Wish you a very Happy and Healthy new year to you and Rajeev Sir.
ReplyDeleteHappy New Year Mam.🙏
ReplyDeleteHi Mam, recently Anti dumping duty has been imposed by GOI on many steel products. Which companies in your blog coverage stands to gain from this developments ? Does Manaksia and Hisar metals can be beneficiaries of this anti dumping duties Best Regards Ajay
ReplyDeleteYes these stocks may give good profit on cycle reversal.
DeleteHappy New year Madam, Family and blog members
ReplyDeleteHappy New year Madam, Family and blog members 🎉
ReplyDeleteHappy new year madam
ReplyDeleteHappy New Year to you madam and to all blog members
ReplyDeleteHappy new year Mam...! have a successful year to you...!!!
ReplyDeleteWish you ,your family and all the members of our group and fabulous and prosperous new year may this year bring all of us endless opportunities and beautiful moments to cherish.
ReplyDeleteAnd now a question for you dolly ma'am, if you track Prakash industries and if yes ,can it be considered at cmp for 3-5 years? Kindly advice.
"Happy New Year, Rajeev Sir! Wishing you continued success, groundbreaking insights, and a prosperous 2026. May your strategic vision lead to even greater achievements
ReplyDelete"Happy New Year to all the blog member! May 2026 bring you clarity, new opportunities, and fruitful investments. Here's to learning and growing together
Wishing you and your family a very Cheerful prosperous healthy life at the dawn of New year 2026 mam .and blog members. Thank you.
ReplyDeleteHappy New Year, May this year be full of happiness and peace
ReplyDeleteHappy New Year Sir & madam
ReplyDeleteThanks a lot ma'am and we wish you and your family the same !!
ReplyDeleteDear Ma'am, Pranam
ReplyDeleteShree Rama Multitech share has been hitting new highs almost every day. Do you think it could reach ₹170 by the end of this year or within the next two years? Does the company have that kind of potential? I have a home loan which I need to repay this year, hence seeking your advice. I’d love to hear your thoughts. Thank you for your invaluable support to small investors like me
After major rally stock may correct, it is very common trend. Always book some profit on every 100-200% rise.
DeleteI wish you, you family and our blog members a very happy and prosperous new year
ReplyDeleteDear Mam & Blog members: Wish you and your family a happy, healthy and prosperous New Year
ReplyDeleteHappy new year m'am and to all fellow blog members!
ReplyDeletePlease post 'investment summary' if possible. It's been a long time you posted the summary. Thanks
Wish you a very happy new year ma'am
ReplyDeleteHappy New Year Rajeev Sir & Dolly Madam
ReplyDeleteMadam, A Very Happy new year . Wish all the blog members a fruitful investing journey in the year ahead
ReplyDeleteVery Happy and Healthy new year dear Madam
ReplyDeleteRespected Dolly Ma'am
ReplyDeleteWish you and Rajeev Sir a Happy and Helthy New Year.
Namaste mam
ReplyDeleteWardwizard innovation buy this level another 5% allocation mam. My avg price is 50 mam.
It is not advisable to give higher allocation
DeleteHello - I wish you and your family a very happy New Year 2026. May God bless you all. Thanks to your advice, we are becoming financially independent.
ReplyDeleteHappy New Year! Hope many more will be inspired by you and find satisfaction in helping others
ReplyDeleteHi Dolly maam, Happy new year to you and your family
ReplyDeleteThanks a lot madam/sir and we wish you and your family the same !
ReplyDeleteSeason’s greetings and best wishes for a prosperous New Year 2026 to Madam, Sir, and all the blog members. May the year ahead bring good growth, rewarding investments, and success to all of us.
ReplyDeleteHappy New year to you and all the blog members.
ReplyDeleteHappy New year
ReplyDeleteHappy New Year💐Madam..
ReplyDeleteWishing you and blog members very very happy new year
ReplyDeleteMam,
ReplyDeleteDo Management look towards stock price movement? How do they feel anything if its going down & down ?
Do they take any steps to prevent the fall ?
Stock price might be falling due to reduce in their holding or pledging of share.
Can't they choose to avoid this and use some other alternate approach to arrange funds?
Generally management do not monitor stock price very closely because promoters own their stake for life time. In case of deep correction some time they buy the shares to increase their stake.
DeleteAfter listing Ola was trading above Rs 150 and market cap was above 65000 crores. Promoter sold 3% stake for 270 crores personal loan and stock fall near Rs 30.
The actual situation cannot be realised from outside but actually it can be realised only after running our own business.
Is it right time to invest in ola at cmp 45 rupees madam.
DeleteYur advice is very valuable. Pls comment
Not tracking
DeleteHappy new year to Dolly sir and all the blog members.
ReplyDeleteHi Dolly ma'am, Happy new year to you and your family
ReplyDeleteHi Dolly ma'am, Happy new year to you and your family
ReplyDeleteWishing A Healthy, Prosperous and Happy New Year to Dolly Ma'am and blog family!
ReplyDeleteGood morning maam
ReplyDeleteKindly suggest from which stock should i buy at current price for long term.
Ajanta soya
Hisar
Aartisurf
Visakaind
Manakstel
Nikhiladh
All are good to invest within 3 years from suggestion date.
DeleteToday is 6 January 2026...
ReplyDeleteThanks for your helping hands.
Your existence changed lives of many...
Hoping for another 10 years.
God bless you
I bought POCL that time and exited after 3x. now it is 75-80x. You will never know what stock will give lifetime return.last 2 years not much returns but whoever going to patiently hold going to get reward...Thanks for the blog and keep this for another decade...
DeleteDear Madam,
ReplyDeleteThank you very much for your guidelines and recommendations. In 2024, I had invested only in Visaka Industries, but after that I faced a shortage of funds. Now I have some funds available and would like your opinion on new investments.
I am considering Hisar Metal (CMP 168) and Aarti Surfactants (CMP 384). Nikhil (CMP 78 ) Ajanatha Soya (CMP 28) Could you please advise if these are worth investing in now, and if there are any other strong stocks from your receommedation last 3 years with good growth potential over the next 4 years?
Thank you in advance for your guidance.
Yes all are good to invest within 3 years from suggestion date.
DeleteDear mam and sir , wishing you and all members a happy and prosperous 2026.
ReplyDeleteMam,
ReplyDeletePatanjali investment in rishikrishi-farming will help in increasing their business/revenue?
https://www.investywise.com/patanjali-foods-investment-in-rishikrishi-farming/
in next 2-3 years
DeleteWish you all Happy New Year
ReplyDeleteGood afternoon mam. Can we buy Suraj product share which is available less than Rs 200
ReplyDeleteThis stock already suggested on the blog and it has already given good return. it is still correcting
DeleteHello Maam, Happy New Year
ReplyDeleteInteresting developments happing in Deepak Fert. The company has acquired 100% stake in an explosives manufacturer. Details not disclosed due to confidentiality. Any comments on why this acquisition by the company?
https://www.bseindia.com/xml-data/corpfiling/AttachHis/4eacee5e-9d7a-4cd0-b37d-c7c69a1ba46d.pdf
It will enable the company to make explosive product in India and export to other countries. It is easy to get explosive licence through acquisition otherwise it is long time taking process and difficult to get explosive manufacturing licence
DeleteDeepak Mining Solutions Ltd a subsidiary company of Deepak Fertilisers acquiring unnamed explosives manufacturer , right?
Delete"Deepak Fertilisers and Petrochemicals Corporation Ltd. (DFPCL) announced in late December 2025 that its subsidiary, Deepak Mining Solutions Ltd. (DMSL), signed a definitive agreement to acquire 100% of an unnamed explosives manufacturer, aiming to boost value-added product exports and leverage new Technical Ammonium Nitrate (TAN) capacity, with the deal expected to close by April 2026, subject to conditions. "
Hi.. maam. Do you track Sandoor Manganese and Iron.
ReplyDeleteIs it advisable to buy at CMP. They are doing huge capex in steel production.
Thanks and Regards
No
DeleteMam, Any hope for Wardwizard.
ReplyDeleteDefinitely hopeful people keep it otherwise lower risk investors have exited with 30% stop loss
DeleteGood time to buy these 5 stocks. All down from initial recommended price.
ReplyDeleteVisaka (down 46%)
Aarti Surfacents (down 43%)
Hisar Metal (down 20%)
Ajanta Soya (down 12%)
Nikhil Adhesives (down 27%)
It was good buy at suggested price but now market has given additional benefit on Deep Market correction but most of the time small investor unable to make the use of these corrections due to lack of confidence
ReplyDeleteMadam have retained home loan OD account with enough funds available. Is it recommended to utilise excess money ? I have no challenges serving and have been using it time to time on prior correction.
DeleteReason for question here is to understand if it's worth waiting for a couple of more months considering existing macro economics and possible impact on any activity on Iran or keep continuing slowly as I have done so far.
It is not advisable to invest in market with bank loan or borrowed money. Invest in the market with your spare fund which you don't need for next 3 to 5 years
DeleteWardinmobi hit 20% UC, any new development?
ReplyDeleteNo
DeleteWard Wizard Latest news: Joy e-bike low-speed electric scooters get a price drop of ₹13,000
ReplyDeletehttps://www.msn.com/en-in/lifestyle/shopping/joy-e-bike-low-speed-electric-scooters-get-a-price-drop-of-13-000/ar-AA1DaPg4?item=flightsprg-tipsubsc-v1a%3Fs%2Fj0shk4lcfa80ferr&apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=1
Dear Maam what is happening with Suraj Products. From 950 to 164 down by more than 85%. How do we trust such companies from long term perspective. Kindly let me know your view.
ReplyDeleteAny stock can correct but good stock will recover again in long run.
DeleteAgree but correct by 85%? It is so imp to book profit
DeleteHi sir/madam. Happy Pongal to you and your family.
ReplyDeleteMy current allocation is 10% in
Nikhil adhesives
Ajanta soya
Hisar metals
Kalyani forge
Manaksia.
As all these stocks are corrected significantly from suggested price. Please let me know if I can increase my allocation to 20 % in all of these and hold them for long term. Thanking you in advance
Yes you can equally distribute the fund to buy all these stocks in this way your allocation percentage will remain same
DeleteThank you Sir for replying. So if investors here have money and confidence then it is still good (even better) to invest in these 5 stocks above ?
ReplyDeleteYes you can buy with full confidence
DeleteMam, Munish forge Ltd is good?
ReplyDeleteNot tracking it
DeleteMadam, i wish you and your family happy pongal.
ReplyDeleteHappy Sankranti to you and your family madam
ReplyDeleteWhile reviewing the financials, I noticed that Patanjali’s cash flows over the past three years have been relatively volatile, with the latest quarter at around ₹198 crore, whereas AWL Agri Business shows more stable cash flows. Additionally, across parameters such as sales, profitability, margins, promoter holding, and cash flow consistency, AWL appears stronger from a purely financial standpoint. Debt is factor where AWL is ahead of Patanjali.
ReplyDeleteMay I kindly ask what key long-term or qualitative factors lead you to prefer Patanjali over AWL despite these differences? I’m curious to learn.
Thank you very much for your time and guidance.
Warm regards,
Abhishek
Not tracking AWL
DeleteThanks Sir. Kalyani Forge has also now come within buying range.
ReplyDeleteMa'am
ReplyDeleteKalyani forge has now come in buying range and i couldn't buy it then. Can we buy it now if fundamentals are still intact.
And is it still going to fall further??
Yes you can buy it but nobody knows the bottom of any stock it can fall further also
DeleteMam, aarti surfactants posted excellent result... hope wait is over. Whats your opinion mam?
ReplyDeleteYes it is expected to perform better in coming quarters
DeleteMam,
ReplyDeleteHowz the result of Aarti Surfactants Ltd ?
Looks good on YoY basis.
Yes
DeleteIndian stock market is decreasing slowly
ReplyDeleteYes it is decreasing but this is only short term Trend . In long run stock market is going to give tremendous return for investors
DeleteHello ma'am,
ReplyDeleteDo you track Piccadily Agro?
No
DeleteMam,
ReplyDeleteHowz the result of glenmark life sciences? (Alivus Life Sciences). looks good ..whats ur view?
Company has posted excellent result for Q3 and it is expected to improve further incoming quarters
DeleteHi sir/madam, I have some funds now. My allocation in visaka and aarti is 20%. Kindly advise if I can increase my allocation to 25 r 30% as these corrected significantly from suggested price. Thanking you in advance
ReplyDeleteIt is not advisable to increase the allocation above 20%. But you can distribute fund and buy all stocks in your portfolio so your percentage allocation will remain same
DeleteGood afternoon Ma'am, Is it right time to invest in Niraj Cement Structurals Ltd, at cmp 32 rupees.
ReplyDelete1. The company's Profit is incresing...
2. Huge order book..
3. The company is reducing the Debit.
4. Lot of growth for Infra sector companies.
Not tracking
DeleteHello Ma'am,
ReplyDeleteI hope you are doing well. I wanted to seek your valuable guidance on a few investment-related questions.
1. I recently bought Wardwizard Innovations at an average price of 7.87 with a quantity of 12,700 shares. Earlier, I could not invest due to insufficient funds, but I got the opportunity now.
I would be grateful if you could share your valuable opinion on this investment.
2. I would also like to understand your views on gold and silver as asset classes at the current juncture-especially in terms of portfolio allocation and long-term wealth preservation.
3. India is currently close to a $5 trillion economy.Over the next 10-15 years, as India potentially grows into a $15 trillion economy, which sectors do you believe will play the most important role in driving this growth?
Thank you for your time and insights. It would mean a lot to learn from your experience. Thank you for your selfless work helping small investors like us.
Warm regards,
Abhishek
Two wheeler EV segment companies are not performing well from last one years. Ola and ward wizard trading at deep discounts. We can expect recovery in next 3-4 quarters.
Delete5 to 10% allocation can be given to gold or silver because these assets will also give stable and consistent return over long period.
In next 10 to 15 years Indian economy will grow 2-3 fold and almost every sector will play very important role in this growth like agriculture, infrastructure, metals, chemicals, banking, automobiles etc
Thank you so much Ma’am. God bless you.
DeleteHi M'am, Protecting profits and managing losses has become crucial in this bear market. Could you please elaborate on a practical framework we should follow?
ReplyDeleteCurrently, we book profits on 50% quantity after 100% gains and plan to cut losses at –30%. However, I haven’t been strictly following the –30% rule, as many stocks have fallen 30% in the past and later recovered.
Do you suggest any alternative or improved rules for this market?
Every investor is having different risk profile. If you remain invested in deep correction then you will go through deep mental stress and emotions will fluctuate heavily. But this experience is very precious to become mature investor. Once you able to control and overcome on your emotions and fear then this market is your.
DeleteMost of the time new investors will unable to book the profit on time or exit on time to mitigate the risk or losses due to this reason we have given the limit for profit booking and stop loss.
Namaste mam.
ReplyDeleteLykis like Wardwizard should also be exited. Do you still believe in that stock? Mam
Yes, if any stock fail to give 100% return within 3 years than need to exit and reinvest again in other stock.
DeleteMam,
ReplyDeleteHowz the result of
Raymond Ltd
Raymond Life Style
Raymond Realty
All above companies have posted good result for Q3
DeleteHello Mam and Sir
ReplyDeleteWishing you both a very happy new year. Can we expect any suggestions for in near future ?
Yes it will be before end of this quarter (31st March 2026)
DeleteDear Ma'am,
ReplyDeleteDeepak Fertilizers have posted very poor numbers. Stock has got hammered and is almost 45% Down from 52 Week high.
There has been no update from the company with respect to Commissioning of Plants and also on the Demerger Listing.
Can you please give your valuable inputs on the same.
Commissioning of the plant will be completed in this quarter Q4 and demerger will also happen in next three four months
DeleteHowz result of Deepak fertilizer?
ReplyDeleteNot much growth in this quarter.
Stock is trading at PE 13 , . Result is not good but not that bad also ,still stock correctly.
All correction seems to be due to negative sentiment in market.
Q3 result is below expectation but it will recover quickly with improvement in market sentiments
DeleteDear Ma'am,
ReplyDeleteManaksia Steel has posted outstanding results. Growth everywhere. While we expect 100% return over 3 years in the Stock. With the new Capex coming in, the stock looks very good for much more.
What would be potential market cap of this stock in future.
First Target it should give 100% return within 3 years to stay in our portfolio after that there is good growth potential in long term
DeleteGood evening mam. Your view about financial results of Manaksia steel for and up to 3rd Quarter. Thank you
ReplyDeleteExcellent result for Q3 with gradual improvement in top and bottom line.
DeleteHi Ma'am, Can we increase the allocation of Manaksia Steels to 20%, initially it was recommend only 10%.
ReplyDeleteIt is not advisable to give more than 10% allocation
DeleteHi Madam/Sir, as per your reply to my previous question and reply to this particular person. 1.My understanding is maximum allocation of any stock should be only 20%.
Delete2.If suggested allocation of a stock is 10% but if it is available at low price from suggested price then we can increase allocation to 20%(only if we are going to increase allocation to 20% in all other 10% allocation suggested stocks). Please give your valuable inputs . Thanking you in advance.
Generally for micro-cap companies we prefer 10% allocation ( below 500 Cr)
DeleteHi M'am,
ReplyDeleteManaksia Steel posted excellent Q3 results with over 100%+ growth in both the topline and bottom line. This is a significant turnaround for the company. Management also provided guidance and commentary along with the results. The new colour-coating line at Haldia is expected to commence operations by feb-march 2026.
Could you please help me understand the following:
1. What is the current capacity utilisation out of the total installed capacity of 150,000 TPA?
2. What percentage of revenue is derived from exports?
3. By when we expect the company to achieve the guided revenue of ₹1,300 cr?
Thank you
Mehul
1. Approximately 85%
Delete2. data not available
3. within 2 years
Madam, please throw some light on latest developments after results on DEEPAK FERTILIZERS, can we expect recovery towards all time high or to sell now. I have all qty since recommendation @225 (NO FOC). Thank you
ReplyDeleteYou can continue to hold, future is very bright. It will cross 2k in next 1-2 years
DeleteMam,
ReplyDeleteManaksia Steels results looks good.
Whats ur view?
Yes, excellent result for Q3 with gradual improvement in top and bottom line.
DeleteHi Mam, Please review the main points in the budget and share your views. Please guide us with your valuable insights. How budget will impact short term and log term gains? and which sectors may benefit more etc..
ReplyDeleteMarket was sluggish and uncertain from last 2 years. After budget and US trade deal now we expect that it will move-up strongly with more clarity. Almost every sector will start performing from coming quarters
DeleteMam,
ReplyDeleteHowz result of shree rama multi tech ?
YOY, revenue is up 13% ,net profit is up 5% but not much in QoQ.
Whats ur view?
Result is good
DeleteHello mam manaksia steel The company had higher operating margins in some years 17.5 % in 2022, 11 –12 % in FY23-24
ReplyDeleteOperating margins have fallen like ~6.6 % in 2025 and quarterly margins around ~4-5 % in Q3 FY26.
Just want to learn why margins are falling and does it affect company in near future?
Regards
I think you have taken wrong data for some other company. Manaksia Steel operating profit margins was 8 % in FY 21-2022, 3 % in FY 22-2023 and 5% in FY 23 -2024.
DeleteYes, you’re right ma’am my bad sorry!
DeleteHi Mam, Despite doubling revenue yoy and increasing contribution of high margin aluzinc products, opm remains flat for Manaksia steels. Any specific reason? I was expecting margin to be in range of 7-8%. Manaksia coated in their concall said aluzinc commands 50% higher margin. Mam your views?
ReplyDeleteIt will improve further with decrease in raw material prices. Aluminium and zinc prices have gone up significantly since last 3-4 months
DeleteMam,
ReplyDeleteWhat's your view on US India Trade deal ?
Market is down since 16 months. Time & price wise correction should be over now.
Can India market take U-turn from here?
US India Trade deal is positive for market. Earning and business volume will start improving from coming quarters hence market will also go up gradually.
DeleteHi Mam, What’s your thoughts on the current debt level (4,400 cr) of deepak fertilizer? The company is paying ₹400 cr annual interest that is almost half of their annual profit. With some capex plans underway, the debt is likely to increase further. Is this a cause for concern, given that the interest cost will directly impact the bottom line?
ReplyDeleteAlso, the margin came down to 12-13%
Thanks,
For last FY the operating profit was around 1900 Cr , after paying 400 Cr debt Net profit was around 950 Cr and it was during tough business conditions. The profit will improve further and company will able to pay entire debt in 3-4 years.
DeleteFor Q3 raw material cost has increased significantly which has impacted the bottom line.
Good Morning. Can you please shed Light on when will be the next stock Posted?
ReplyDeleteNext stock will be posted any time before 31st March 2026.
Delete
ReplyDeleteMam does DCF really make sense while analysing and investing in company on taking investment decision or picking company, Should one use DCF to make investment? Or FCF is enough and what it your view on intrinsic value ?
Ma’am Please share your guidance
Thank you mam
Regards
Some investors use it and some avoid it. It is more accurate for large-cap and mid-cap stocks.
DeleteDear mam...there is a news that management restructure is happening in shree rama multi tech..Could you please give some insight on it. what exactly happening
ReplyDeleteStill there is no official update from company.
ReplyDeleteMam - Why som distilleries going down. Does this have potential to become like tilaknagar in the next 5 years? please advise.
ReplyDeleteSom Distilleries is in Beer business and its peak season in summer. Tilaknagar Ind is in Brandy business and its demand is consistent in all season.
DeleteThank you for the insights
DeleteMa’am,
ReplyDeleteI hope you are doing well.
On 25th September 2025, Wardwizard officially stated that the company has received the first batch of orders under its Electric Vehicle Agreement worth USD 1.29 billion from the Philippines. This initial order comprises approximately 4,500 vehicles, including E2W, E3W, and E4W segments.
To fund the execution of this order, the company has announced a shareholder rights issue of around USD 30 million (approximately ₹230 crore), which is roughly 2.37% of the total order value. As per the company’s communication, the complete delivery of this batch is expected by June 2026.
I was thinking, even if the company does not perform well in the domestic market,Through this left over 97% execution of order company still can grow or make money ?
I would truly appreciate your guidance on how to think about such situations from an investor’s learning perspective.
Abhishek
warm regards.
Ma'am I'm extremely sorry, I'm asking too many questions They come from a place of curiosity and a sincere desire to learn. Iam genuinely trying to improve my understanding and aspire to become a more informed and disciplined investor over time.
Sometimes feels like making you irritating.
There is possibility of huge growth potential but survival during initial phase is important for small companies and this business is highly capital intensive.
DeleteThank you man
DeleteMam, Is Visaka industries is siphoning off money? - showing 30% of revenue as other expenses??
ReplyDeleteOther expenses include - manufacturing cost around 13%, employee cost around 11%
DeleteMaterial cost was 55% in last FY.
Mam,
ReplyDeleteResult of Hisar Metal industries looks good.
Whats ur view?
Yes Q3 results has shown some sign of improvement.
DeleteGood evening mam. Your view about Visaka industries ltd financial results for 3rd Q. They have not booked any business from Solar panel roof. Thank you.
ReplyDeleteResult is ok, quarterly result are not given with segmental revenue breakups.
DeleteMam,
ReplyDeleteHowz result of visaka industries?
Result is ok and we expect better results in future.
DeleteHi Mam, how's the Q3 results of visaka industries?
ReplyDeleteHi Maam,
ReplyDeleteHow is Visaka Industrues results. Profit is still very less
What are the future prospects and by when can we expect stock to go up to original level and beyond. I am holding it 15% of my portfolio and its deep red
Result is ok and we expect better results in future.
DeleteNamaste mam
ReplyDeleteVisaka industries results are good but crisil suggested downgrade high to average grade. And also promoters are fully politics and involved govt. So what is future of company. Alredy completed 2 yrs suggested from date mam
It is 45 years old company and expected to survive another 45 years in future. Promoters family was in politics and they will remain in politics in future also.
DeleteAfter one year if it fail to give 100% return than need to exit and reinvest again in other stock.