Tuesday, March 3, 2026

Holi Greetings

 

Dear Blog Members,




"May this Holi bring joy, success and prosperity in your life"


"Wishing you and your family a very Happy and Prosperous Holi"


181 comments:

  1. Rajeev Sir & Dolly Mam, Happy Holi

    ReplyDelete
  2. Mam, What big/ace investors do in current situations like this ? Do they buy stocks in small chunks which they were unable to buy earlier? or they stay away & let market to get stable ?

    ReplyDelete
    Replies
    1. Generally relax and just observe the market without any action. Sooner or later market will recover and reward the investors.

      Delete
  3. Happy Holi madam and Rajiv sir

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  4. Happy Holi to you and your Family mam.God Bless you.

    ReplyDelete
  5. May this Holi paint your life with the vibrant hues of robust health, immense wealth, and unending joy! Wishing you and your family a colorful, safe, and prosperous Holi sir/madam

    ReplyDelete
  6. Happy Holi to you sir and your family. Is it a good time to pick any energy theme stock like IEX or Waaree energies ?

    ReplyDelete
  7. Happy Holi to Madam, Sir and all the blog members ..

    ReplyDelete
  8. Very happy and colourful Holi Mam'

    ReplyDelete
  9. Hi Ma’am,

    You have been running this blog for the last 10 years, and I’ve never seen you pick stocks from hot themes. Are you generally against them because of valuations? At least we don’t choose mainstream players.

    Over the last four years, investors have chased themes like railways, solar, power, defence, and data centers one after another. Many of these stocks have delivered superlative returns and corrected heavily as well.

    I would broadly like to understand your way of thinking on this.

    ReplyDelete
    Replies
    1. Generally we try to avoid much hyped stock or sector. Other sectors are also giving good return which are simple and easy to understand.

      Delete
  10. Happy Holi to you and your Family Ma'am.God Bless you.

    ReplyDelete
  11. Hi mam,

    Please guide us in this turbulent times. Stocks are going on sale. Shall we pickup some or wait for more correction ?

    Thanks

    ReplyDelete
    Replies
    1. Current situation gives huge investment opportunity. It also require great courage to buy and stay positive in turbulent market conditions. Nobody knows the bottom of the market it may correct 30% 40% or even 60%. The fall market depends serverty of the crisis and the recovery of market will depend upon the pace of peace establishment in the war affected region.

      Delete
  12. Mam,

    Good days aahead for Jubilant ingrevia.

    Chemical Stock in Focus After $300M Agrochemical CDMO Project Set to Start Commercial Production

    https://tradebrains.in/chemical-stock-in-focus-after-300m-agrochemical-cdmo-project-set-to-start-commercial-production/

    ReplyDelete
  13. Good morning mam. Raymond life style is trading below Rs 800 . Is it a good buy for three years investment. Thank you

    ReplyDelete
    Replies
    1. Not only Raymond but most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, you can start adding in small quantities to build your portfolio.

      Delete
  14. Mam deepak fertilizer,nitin spinnner, emkay global finance its attractive price range can it buy these stock at cmp?

    ReplyDelete
    Replies
    1. Not only above mentioned stocks but most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, you can start adding in small quantities to build your portfolio.

      Delete
  15. Visited current weeak Discount Sale:
    1. Suraj Prod, RP 232, Mkt 223

    2. Kalyani Forge, RP 550, Mkt 565

    3. Hisar Metal. RP 198, Mkt 153

    4. Manaksia Steel, RP 55, Mkt 54

    5. Ajanta Soya, RP 29/32, Mkt 22

    6. Visaka Ind, RP 125, Mkt 58

    7. Nikhil Adhesive, RP 102, Mkt 61

    ReplyDelete
    Replies
    1. Now these stocks even corrected more, you can buy in truck load

      Delete
    2. Madam some stocks is approaching 3 years from rec date. Is there any change in time period to 5 years from three years due to external factors of war etc

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    3. Can u pls share yur view madam

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    4. If someone has confidence and patience than he can keep the stocks 5 -10 years but it is very difficult for new investors with limited capital.

      Delete
  16. Mam adcounty media india how to look these stock? Stock Valuation very
    Attractive.and balance sheet show good profit year vise year.sales also increased year by year.can i buy these stock at current cmp?

    ReplyDelete
  17. Opportunities to Buy: (Lessons from Market Crashes)

    1. Harshad Mehta Scam (1992)
    Crash: 54%, Recovery: 2Y 4M

    2. Dotcom Bubble (2000)
    Crash: 56%, Recovery: 2Y 3M

    3. Global Crisis (2008)
    Crash: 61%, Recovery: 1Y 8M

    4. COVID Crash (2020)
    Crash: 38%, Recovery: 8M

    5. OIL WAR (RUSSIA-UKRAINE & US-IRAN) FII SELL, RUPEE CRASH (SEP 2024)
    Crash:?, Recovery: ?

    ReplyDelete
    Replies
    1. Yes every deep market correction has given great investment opportunity

      Delete
  18. One doubt on STEEL Please...

    1. Higher input (Limestone) cost (War: No import from Oman & UAE)

    2. Cheap STEEL import to India by China, Japan & ASEAN (War: No delivery to Gulf)

    So our STEEL stocks (Manaksia, Suraj Products, Hisar, SunFlag, anything else?) will be affected now?

    ReplyDelete
    Replies
    1. Above mentioned are negative effect of the war on steel sector but the positive side is that the steel demand will rise after the war to rebuild the damages on housing, factories , infrastructure etc. Most of the Chinese steel supply will be diverted towards Iran in exchage of crude oil.

      Delete
  19. Mam , I want to invest deepak nitride and snl , I have 1 lacs pls suggest me in preset cinario

    ReplyDelete
    Replies
    1. Yes you can start adding in small quantities on every correction

      Delete
  20. Hello Mam, is it possible to buy Kalyani Forge at the current CMP 560?

    ReplyDelete
  21. Hello mam, hope you are doing good. Q3 results of Ajanta Soya is very poor even though there was a price increase of Sunflower compared Q2. Also there is no update from Ajanta soya on the reasons of low revenue. As in current quarter there is huge increase in oil prices will this increase revenue or supply disruption due to war will decrease revenue. Can we assume high oil prices means higher revenue and margin. Could you pls help us understand next 1-2 year prospects of this company as company gives no update.

    ReplyDelete
    Replies
    1. The effect of short supply or surplus supply will have dual impact on company balance sheet, it will be positive for one quarter and negative for next quarter. Definitely good future in the long run

      Delete
  22. Market corrected 12% from January mid high, small cap corrected 12 to 15 % . If war continues further , market would fall another 10% . Hold tightly your portfolio. Don't panic. Thank you mam for your support and courage given to retail investors. Thank you.

    ReplyDelete
    Replies
    1. Yes, most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity and hold your stocks with patience. Market will recover much faster than our expectation

      Delete
  23. Sir, many stocks down massively 20-44% from Recommended price. Has war, oil prices etc disrupted investment thesis on some stocks ...or still OK TO BUY?
    Aarti Surfacecent, Visaka, Ajanta Soy, Hisar Metal, Nikhil Adhesive, Manaksia Steel

    ReplyDelete
    Replies
    1. Yes, most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, if you have fund for investment then you can start adding above mentioned stocks in small quantities to build your portfolio.

      Delete
  24. Suraj Products...daily LC .. reached 188. Any reasons?

    ReplyDelete
    Replies
    1. It is inline with market correction mainly due to negative sentiments originated from Gulf War.

      Delete
  25. What should we do about 20% allocation stocks primarily Visaka Inds, Aarti Surf, Patanjali, Jub Ingrevia and some repeat stocks Ajanta Soya, Suraj products all are either significantly down from recommended price or haven't given the returns we expected. Also, with rupee falling each day, the overall loss is even more in dollar terms. For a middle class person this is hard hit financially

    ReplyDelete
    Replies
    1. If 30% stop-loss limit is gone than no action required, just have patience. Market treat equally to all. In few weeks war will end and market will recover along with above stocks.

      Delete
  26. Whole world is struggling with energy crisis and financial losses due to gulf war. These are the external factor which we don't have any control on it. We can expect and hope that peace will come back and people will start living normal n happy life.

    You can continue to hold your stocks as it is. This situation will not last long and market will recover quickly in coming months.

    ReplyDelete
  27. Thank you ma'am for being with us on this turbulent period. Almost portfolio went down by 40% I hope it will recover sooner.

    ReplyDelete
    Replies
    1. In few weeks war will end and market will recover quickly.

      Delete
  28. Dear ma'am, Is it a good time to buy or start accumulating Raymond ltd? Can it be a multibagger from here from a long term perspective

    ReplyDelete
    Replies
    1. It has already given good return but after demerger of core businesses, the remaining engineering business may not able to give similar return. It is not advisable to buy at cmp.

      Delete
  29. Namaste Madam,

    The current situation has given opportunities for stocks recommended over last 2 years.

    What is your thoughts on Wardwizard Innovations & Mobility Ltd., could I accumulate on current price or wait?

    Thanks,
    Viswa

    ReplyDelete
    Replies
    1. Better to buy last 2 - 3 stocks i.e. Suraj Products, Nikhil Adhesive, Ajanta Soya

      Delete
  30. Dear Madam, Ajanta Soya and Raymond stocks touching its lows every other day. Are there any potential left in these stocks or both are gone case now? Please share your valuable thoughts. Thank you

    ReplyDelete
    Replies
    1. Stock price is not the criteria to judge stock performance.
      Small cap stocks has low liquidity. Even if someone places sell order with few lacs of shares, prices can drop 10% to 20% . In adverse market like this its very common thing. Due to this stock price can drop a lot.

      In same way , few buy orders can increase the share price.

      Delete
    2. Raymond has already given multi fold returns. Ajanta Soya has lot of potential to give good return in future

      Delete
  31. Regarding Ajanta Soya Stock

    CKG Family Trust Increases Stake in Ajanta Soya with 3.45 Lakh Share Acquisition


    https://scanx.trade/stock-market-news/companies/ckg-family-trust-increases-stake-in-ajanta-soya-with-3-45-lakh-share-acquisition/36475222

    ReplyDelete
    Replies
    1. Current market is giving great opportunity to buy at low price.

      Delete
  32. Hello madam, can you please give ur view on
    Gaudium IVF and Women Health Ltd??

    ReplyDelete
  33. Dear ma'am, due to Iran war there is lot of correction. Different sectors and companies are impacted differently. out of the recommended stocks by you please suggest atleast 3 stocks which have higher probability of giving very good returns in 2 to 3 years. Thanks ma'am for being with us and guiding us.

    ReplyDelete
    Replies
    1. Better to buy last 2 - 3 stocks on deep correction i.e. Suraj Products, Nikhil Adhesive, Ajanta Soya

      Delete
  34. Good Evening Ma'am & Sir,
    Please suggest 2/3 stocks that have corrected more and have great potential in medium to long term where we can increase our holding

    ReplyDelete
    Replies
    1. Better to add last 2 - 3 stocks on deep market correction i.e. Suraj Products, Nikhil Adhesive, Ajanta Soya

      Delete
  35. Dear Ma'am, how much will be the impact of Oil Crisis on Deepak Fertilizers Financials since its main raw material is Gas.

    ReplyDelete
    Replies
    1. There will be some impact but it for entire sector.

      Delete
  36. Hi sir/madam, it’s been a while that investment summary is posted in this blog. Could you please post it when you have time. It gives motivation and more insights to new investors like us current situation.

    ReplyDelete
  37. Hi sir/madam , could you please suggest any Peter lynch book which is a must read.

    ReplyDelete
    Replies
    1. Peter lynch has written 3 books.
      One up on wall street is a beginner book, in very simple language and also a fun read. It prepares you for investing.

      Beating the street describe his stock selection. It's like behind the scenes of stock selection.

      Learn to Earn, I have not read but coming from a great author, it must be also a very good read.

      These books don't take much time to read as they are very simple. Also I think not very costly as well
      So I would suggest read all.

      Delete
    2. There are lot of amazing books on Investment. These books can change the whole way of thinking about the stock market and investing. Definitely these books are must read for investors in stock markets.

      The Intelligent Investor, One Up On Wall Street, Common Stocks and Uncommon Profits, The Snowball, Learn to Earn, The Most Important Thing: Uncommon Sense for the Thoughtful Investor

      Delete
  38. Namste mam,when will you suggest 2nd stock of this year

    ReplyDelete
  39. Good evening mam. I have been traveling with this blog since 2020. I have noted that your suggested shares are having different yardstick , small equity, unpopular, nil investment from institution, turnaround,cyclic stocks. 80 % of the shares gave multibagger returns over 5 years period. Thank you and God bless you all.

    ReplyDelete
  40. Mam can i buy denta share? Current cmp

    ReplyDelete
  41. Namasthe Ma'am
    Can I continue to hold Jubilant Ingravia and Deepak Nitrite for another five years.
    Pl advice.

    ReplyDelete
    Replies
    1. You can keep only free of cost shares for longer period. If any stock fail to give 100% return within 3 years than we must exit and reinvest in other stocks.

      Delete
  42. Hi Madam, I am passionate about stock market investing and am a retail investor. Can I consider “investing” itself as my business, without thinking about any other external business for making money. Do you think I should focus more on my regular job or look for a side hustle to earn additional income?

    ReplyDelete
    Replies
    1. Yes— It is possible only under certain conditions if you have

      1)Large capital base - it can able to generate meaningful income without job.

      2) Your investment experience - able to manage the risk and emotional discipline

      Equity investment is capital-dependent business, not effort-dependent, so if you are in job then continue with the job and build your capital in long run and then you can think to quit the job.

      Delete
    2. Thank you madam for the advise

      Delete
    3. Mam how big( approx) the capital base should pl guide/ advise

      Delete
  43. Good afternoon mam ....ajanta soya scri not shown in my portfolio and latest shareholding patters shows promoter holding zero shares....

    ReplyDelete
    Replies
    1. Statement showing shareholding pattern of the Promoter and Promoter Group - Quarter Ending : March - 2026

      https://www.bseindia.com/corporates/shpPromoterNGroup.aspx?scripcd=519216&qtrid=129.00&QtrName=Mar-26

      Delete
  44. Hello dolly ma'am,
    Is it ok that I bought Suraj products 2000 shares at 235 rs today and not at 170-180 range few days ago during market correction as I received some funds recently.
    Also can you please let us know your expected PAT and topline for suraj in coming years. Thank you!

    ReplyDelete
    Replies

    1. The outlook for Suraj Products is remain very positive based on strong domestic demand recovery. There will be gradual annual growth around 15% in top and bottom line.

      Delete
  45. Respected Ma'am
    Can I hold all three Raymond Group shares for another three years or exit.
    Pl.guide.
    Regards.

    ReplyDelete
    Replies
    1. Outlook is positive for Raymond Limited , Raymond Lifestyle Ltd and Raymond Realty. India's consumption story will benefit these stocks in future.

      Delete
  46. Mam,
    Howz the result of SNL bearing?

    ReplyDelete
    Replies
    1. Result is good. The revenue growth and profitability is steady because company is running at full capacity. Company is doing capacity expansion to meet the strong demand.


      Delete
  47. Mam,
    Heard from many people about US investing. They says its important to invest in US AI stocks as future country GDP growth will be dependent on AI growth and also due to INR depression. AI giant are in US ( Microsoft,Google,Meta,Amazon,etc) and they are doing good capex. So invest in US rather than India.

    What are your views?

    ReplyDelete
    Replies
    1. We do not have any investment experience in US market

      Delete
  48. Mam good evening. Sunflag iron and steel co gave 9X over the period of six years. Hope Manaksia steel share Will follow. Thank you

    ReplyDelete
  49. Dear ma'am

    Greetings,

    When will be the next stock recommendation.

    Regards

    ReplyDelete
  50. Madam Msg dt 27-03-2026:
    Current situation gives huge investment opportunity. It also requires great courage to buy and stay positive in turbulent market conditions.

    Company, Share price in Mar/Apr, Today Price, Profit % in 2 months

    1. Ajanta Soya, 17, 27, 58%

    2. Deepak Fert, 876, 1364, 55%

    3. Suraj Prod, 163, 244, 49%

    4. Nikhil Adhesive, 61, 91, 49%

    5. Magna, 876, 1220, 39%

    6. Visaka Ind, 55, 75, 36%

    7. Manaksia Steel, 51, 67, 31%

    8. Hisar Metal, 131, 160, 22%

    9. Kalyani Forge, 526, 630, 19%
    *****

    ReplyDelete
  51. Hello ma'am
    Can you please suggest on dai-ichi karkaria future growth prospects from here? I am holding 15% of Portfolio at 330 levels. I know its non-performing till now, but any chances of margins recovery, improved profitability you are expecting from here on? Thank you

    ReplyDelete
    Replies
    1. The company faces short-term challenges like delayed orders and margin volatility. The company is doubling existing capacity of Alkoxylation (high- utilisation segment). It may able to give stable result with additional capacity expansion in future .

      Delete
    2. Hi Mam,How much revenue impact from alkoxylation expansion expected

      Delete
    3. The existing capacity is running at ~95% utilisation, the additional 5,000 MT will boost the revenue growth ~ 15% once operational in coming quarters but exact revenue will generate depends on product mix, realisations and order flow during that time.

      Delete
  52. Hi Mam
    Hows the Q4 results of Aarti and SRML?
    Aarti saw a robust topline growth with increase in profit on QonQ basis.
    SRML numbers seems muted.
    Please share your insights.
    Thanks,

    ReplyDelete
    Replies
    1. Aarti Surfactants Ltd has shown strong revenue growth driven by volume increases and market penetration but subdued profitability margins due to higher raw material prices, price volatility, GST disruptions in FMCG and supply chain issues. Overall it is good result in adverse business conditions.

      The capex completion in Q3 -Q4 could be a catalyst if it translates into higher-margin products and improved product mix.



      Shree Rama multi tech has posted good result with rising revenues, expanding margins, deleveraged balance sheet and capacity expansion. All these positives will accelerate its growth in future.

      Delete
  53. Mam, how is aarti surfactants result

    ReplyDelete
  54. Mam how are aarti surfactant, Shree Rama multi tech , nitin spinner result?

    ReplyDelete
    Replies
    1. Shree Rama multi tech has posted good result with rising revenues, expanding margins, deleveraged balance sheet and capacity expansion. All these positives can accelerate its growth in future.

      Delete
  55. Hope you are doing well and your family is good
    god bless you and your loved once

    ReplyDelete
  56. Mam good morning. Your opinion about Aarthi surfactants co 4 th quarter result and FY 2025 -26

    ReplyDelete
    Replies
    1. Aarti Surfactants Ltd has shown strong revenue growth driven by volume increases and market penetration but subdued profitability margins due to higher raw material prices, price volatility, GST disruptions in FMCG and supply chain issues. Overall it is good result in adverse business conditions.

      The capex completion in Q3 -Q4 could be a catalyst if it translates into higher-margin products and improved product mix.

      Delete
  57. Mam,
    Howz result result of Shree rama multi-tech ? Revenue of FY Year 2025 to Year 2026 looks good but may not be good QoQ and YoY.

    ReplyDelete
    Replies
    1. Shree Rama multi tech has posted good result with rising revenues, expanding margins, deleveraged balance sheet and capacity expansion. All these positives will accelerate its growth in future.

      Delete
  58. Hi Dolly ji: how do you see results of aarti surfactants and shri rama Multi? Thanks.

    ReplyDelete
  59. Aarti Surfactants Ltd has shown strong revenue growth driven by volume increases and market penetration but subdued profitability margins due to higher raw material prices, price volatility, GST disruptions in FMCG and supply chain issues.

    Shree Rama Multi-Tech has also posted good result in deep market correction and both stock corrected around 10%.

    Overall it is good result in adverse business conditions. We expect much better results in future.

    ReplyDelete
    Replies
    1. Mam, I think Aarti surfactant is very good, low pat is due to high inventories/trade in goods, else pat would have been extraordinary. What is ur views Mam?

      Delete
    2. Aarti Surfactants has decent business with good clients and growth, but it operates in a low-margin space with limited pricing power. If margins sustainably recover to 8%+ then we can expect good turnaround.

      Delete
  60. Dear Ma'am, Deepak Fertilizer received its First shipment of LNG from Equinor. Assuming both project will.be competed in this quarter..can we see a spurt in DF Prices in next 3 months.

    ReplyDelete
    Replies
    1. Price will also move-up along with improvement in earning.

      Delete
  61. Mam,
    Howz result of visaka industries? Looks good to me

    ReplyDelete
    Replies
    1. Yes the Visaka results look good, building Products saw strong margin expansion and Synthetic Yarn has made good turnaround from near-zero profitability to Rs14 Cr. The revenue grew across both segments and the balance sheet was significantly strengthened with heavy debt reduction.

      Delete
  62. Hi Mam, Share ur views on results of Visaka and Deepak Nitrite.
    Wr

    ReplyDelete
    Replies
    1. Deepak Nitrite has delivered strong Q4 recovery after a challenging year. The company is in the midst of a transformational capex cycle that positions it as India's first integrated Phenol-to-Polycarbonate player.

      Delete
  63. Mam,
    Asian energy Q4FY26 result looks great.

    ReplyDelete
    Replies
    1. Asian Energy Services has posted excellent result for Q4. With a strong order book, Kuiper integration and Oilmax merger nearing completion, the company is transforming itself as a fully integrated upstream energy company.

      Delete
    2. Can we re-enter at cmp?

      Delete
  64. Good Evening Madam, Visaka Ind seems to have posted good result. Why stock price is not reacting?

    ReplyDelete
    Replies
    1. Overall market sentiments are negative due to US - Iran war. Other than that the market also wants to see sustained operational improvement in Visaka Ind, it is one time boost from land monetisation.

      Delete
  65. Dear Ma'am, kindly share your views on results of Manaksia Steel. This is the 3rd consecutive quarter when they have posted better results.

    ReplyDelete
    Replies
    1. The Q4 numbers are exceptional and Manaksia Steels is well positioned for future growth and margin expansion.The Aluzinc line has proven its worth, the colour-coating expansion is coming, expansion in CR mill capacity will complete the backward integration. The company has transforming it self from a regional player to pan-India. We expect good future.


      Delete
  66. Dear Ma'am, Can we expect Ajanta Soya share price to cross 100/- in next 3 years? Is it realistic?

    ReplyDelete
    Replies
    1. The company has demonstrated a good earnings recovery in FY2025 and debt level is also negligible. Edible oil industry is highly dependent on import. End of Russian and Ukraine war will impact very positively on world edible oil market. We hope for the best.

      Delete
  67. Is visaka industries likely to post better results in coming quarters

    ReplyDelete
    Replies
    1. Yes, in general Q1 is the best for Construction Materials

      Delete
  68. Mam,
    Howz result of KALYANI FORGE LIMITED? if we want to check whether there was margin expansion or not then what to check OPM% or EBITDA% expansion? Or its something else?

    ReplyDelete
    Replies
    1. OPM is not separately reported but EBITDA is the right metric because it captures operating performance before the impact of interest, depreciation and tax regime.
      The company's margin expansion is being driven by operational factors like exit from low-margin business, cost-saving projects, better material & power cost discipline etc.

      Even MD has stated it in the Q3 concall that company is targeting to achieve around 20% EBITDA level.

      Delete
  69. Dear Madam, How do you see the results of National fittings, what is the expected performance
    in next few years.

    ReplyDelete
    Replies
    1. National Fittings is undergoing a complete transformation under new management. There will be massive capacity addition of 10k MT , merger of Banil Casting Pvt Ltd for backward integration. We expect very bright future.

      Delete
  70. Madam, please throw some light on manaksia steel, Jubliant ingreava and alivus life sciences after q4 results. Thank you

    ReplyDelete
    Replies
    1. The Q4 numbers are exceptional and Manaksia Steels is well positioned for future growth and margin expansion.The Aluzinc line has proven its worth, the colour-coating expansion is coming, expansion in CR mill capacity will complete the backward integration. The company has transforming it self from a regional player to pan-India. We expect good future.

      Alivus Life Sciences is also going through major capex cycle, doubling its reactor capacity from 1,198 KL to 2,690 KL by FY28. Solapur backward integration will directly improve EBITDA margins over the time.

      Delete
    2. Hi madam, can we increase the allocation of Manaksia Steels from 10% to 20%, given that mgmt has proven it's execution and can able to scale from here on.

      Delete

  71. Mam,
    Howz result of suraj product limited? QoQ looks good.
    But if we check revenue FY24(Sale=345),FY25(Sale=326),F26(Sale=304) wise..
    Revenue/PAT is going down.

    Which one should be given importance QoQ OR FY25 vs FY26?
    Please guide.

    ReplyDelete
    Replies
    1. The annual revenue/PAT trend is downward, but the QoQ recovery Q4 revenue is at 98.29 Cr. It suggests the company may be turning a corner operationally. The balance sheet is strongest and debt-free. The annual revenue/PAT decline trend is cyclical due to steel prices have been under pressure globally.

      Delete
  72. Good afternoon mam. Your view about Suraj product ltd financial results for 2025-26 and future prospects. Thank you

    ReplyDelete
    Replies
    1. The annual revenue/PAT trend is downward, but the QoQ recovery Q4 revenue is at 98.29 Cr. It suggests the company may be turning a corner operationally. The balance sheet is strong and debt-free. The annual revenue/PAT decline trend is cyclical due to steel prices have been under pressure globally. Future is bright

      Delete
  73. Greetings ma'am.

    Nikhil Adhesives Q4 operationally looks strong and margins are impressive but receivables increased by 40%. Does it mean sales increased mainly on credit, is it Ok? Please share your thoughts.

    It does not have any major CAPEX, how will the growth come in upcoming quarters.

    ReplyDelete
    Replies
    1. The increase in receivables is due to launch of new products, company has extended credit terms to customers to accelerate market penetration. This is a common strategy during product expansion. Receivables are largely current and collections remain healthy.

      Most of the capacity expansion is already done. Company has enough head room with existing capacities in different verticals (capacity running at just 32 % to 80% utilisation and RDP at 9%).

      Delete
  74. Dear Ma'am, kindly share your views on the results of Suraj products and future prospects.

    ReplyDelete
    Replies
    1. The results show encouraging signs of recovery, especially with a strong Q4 performance by improved sales and profitability. The latest quarter suggests business momentum is improving and the outlook for Suraj Products is remain very positive.

      Delete
  75. Hello Ma'am, please share your insights on Q4 results of Manaksia, Suraj Product and Nikhil Adhesive.

    ReplyDelete
    Replies
    1. Manaksia delivered the strongest Q4 among the three, driven by robust revenue growth and good margin expansion.

      Suraj Products showed encouraging signs of recovery with improved profitability, though consistency remains key.

      Nikhil Adhesives reported steady growth and stable execution, making it a reliable performer

      Delete
  76. Dear Mam,
    Can you explain about magna electro casting result.
    Thank you very much for everything.

    ReplyDelete
    Replies
    1. Magna Electro Castings reported a mixed quarter. There is some growth in top-line but profitability weakened significantly. It indicate stable demand and margin recovery will be the key trigger in coming quarters.

      Delete
    2. 44% of Magna revenue constitute export to US. I think they were badly hit by tariffs. But going by AGM calls seems to be on track for good performance in next 2-3 years. Expecting 400 cr turnover in next 2-3 years.

      Delete
  77. Hello ma'am
    Can you please analyze on hisar metals q4 result?
    Also future revenue potential and OPM % it can sustain? Is this company debt free? Can you please le us know why their finance cost is more? Are they currently doing any Capex? Thank you ma'am

    ReplyDelete
    Replies
    1. Hisar Metal posted a strong Q4 with healthy revenue growth, driven by demand for its stainless steel products. However the debt is around 85Cr , margins remain tight due to elevated finance costs and it limits its profit growth. No major capex and most of the debt is short term working capital.

      Delete
  78. Good evening Mam. Pl share your views about financial results of Ajanta Soya, Hisar metal. Thank you

    ReplyDelete
    Replies
    1. Ajanta Soya reported steady performance, backed by consistent demand and low debt levels. Going ahead, margin recovery will be the key trigger in coming quarters.

      Hisar Metal saw good revenue growth, helped by strong demand for its stainless steel products. However, tight margins and higher finance costs has impacted the profitability.

      We expect better performance in coming quarters.

      Delete
  79. Madam, how to hedge against currency depreciation? Is it really needed and do we need to have exposure to international equity, if yes how can we do that. Please give some detail.

    ReplyDelete
    Replies
    1. Hedge against currency depreciation can be done by investing in domestic theme companies which are having low or no exposure to import trades.

      India has huge growth potential and we have great investment opportunity in our country so I don't think of any exposure to international equity is required.

      Delete
  80. Dear Ma'am, what is the best website to check HRC structural steel , HRC Coil steel, steel rebar, Stainless steel and other metals prices on a monthly basis.

    Thanks

    My question is despite

    ReplyDelete
    Replies
    1. London metal exchange (https://www.lme.com/) and BigMint (https://www.bigmint.co/) are useful.

      Delete
  81. Please share u r view on ward wizard Q4 results

    ReplyDelete
    Replies
    1. Wardwizard posted a mixed Q4 FY26. Revenue growth is positive, showing better demand for its EV products, but profits remained weak and margins stayed very thin. The drop in promoter holding is also alarming for retail investors.
      Overall, the company offers exposure to India’s growing EV market, but it still needs to prove it can generate consistent profits and stronger cash flows.

      Delete
  82. Madam,
    Please share your views on Hisar Metal results and future prosects of the company.
    Thank you.

    ReplyDelete
    Replies
    1. Hisar Metal has posted good Q4 result. The revenue growth, helped by strong demand for its stainless steel products. However, tight margins and higher finance costs has impacted the profitability.

      We expect better performance in coming quarters.

      Delete
  83. Mam your views on Ward wizard and Patanjali Results

    ReplyDelete
    Replies
    1. Wardwizard has posted a mixed Q4 FY26. Revenue growth is positive, showing better demand for its EV products, but profits remained weak and margins stayed very thin. The drop in promoter holding is also alarming for retail investors. Overall, the company offers exposure to India’s growing EV market, but it still needs to prove that company can able to generate consistent profits and stronger cash flows.


      Patanjali Foods reported a strong Q4 , with healthy growth in both revenue and profit. Its edible oils and FMCG businesses continued to perform well, despite pressure on margins from higher costs. Going forward, margin improvement and FMCG growth will be important to watch in coming quarters.

      Delete
  84. Shree Rama Multi-Tech Limited


    We hereby inform that the Company has installed a
    new Tubing Machine of latest technology at its plant at Moti-Bhoyan, Ta. Kalol. The Company has
    carried out the necessary trial runs as per its standard operating norms and quality parameters.
    We are pleased to inform that the Company has commenced commercial production of Tubes of
    different sizes and dimensions with effect from 3 June, 2026 through the aforesaid new Tubing
    Machine. Further, commencement of production from the said Tubing Machine will enhance the
    production capacity in Lamitube and is expected to contribute towards increase in the topline as well
    as bottomline of the Company in the coming years

    ReplyDelete
  85. Hi Madam, Since the current Trend is on AI , Data storage , Defence and semoconductor space based on Govt initiatives, can you pls suggest us next stock which has a High growth in any of these sectors madam.

    ReplyDelete
  86. Maam, what is your advice on the recent Wardwizard Innovations results? is it a good time to accumulate more at current levels?

    ReplyDelete
    Replies
    1. The drop in promoter holding at this level is alarming, so it is not advisable to invest even at cmp.

      Delete
  87. Hi Ma'am,

    Patanjali and Baba Ramdev has been involved in several controversies related to advertising claims and alleged misleading/false product ad over the years. The company receive regulatory notices from various Govt authorities from time to time. Issued one more today (see the link below)

    As an investor i am concerned about the potential impact of these issues on the company reputation and investor confidence in management. Please can you share your view on this?

    Today's notice link https://www.bseindia.com/xml-data/corpfiling/AttachLive/254fa89d-19f9-4cc9-a49f-6c063b01c06d.pdf

    Thanks,

    ReplyDelete
    Replies
    1. Such disputed are common for food companies. The complaint rate is higher for Patanjali Foods. The customer base / distribution network is very strong and extremely loyal to it product and company. There is no any major financial impact on the company.

      Delete
  88. LARGE/POPULAR STOCKS
    Reliance: No return in 4 yrs.
    HDFC Bank: No return in 5 yrs.
    TCS: No return in 7.75 yrs.
    HUL: No return in 6.5 yrs.
    Infosys: No return in 5.5 yrs.
    Maruti Suzuki: No return in 2 yrs.
    Adani Ent: No return in 3.75 yrs.
    Axis Bank: No return in 1.5 yrs.
    M&M: No return in 1.75 yrs.
    Kotak Bank: No return in 5.5 yrs.
    ITC: No return in 9 yrs.
    NTPC: No return in 2 yrs.
    ONGC: No return in 12 yrs.
    Ultratech: No return in 2 yrs.
    HCL Tech: No return in 5.75 yrs.
    Coal India: No return in 2.5 yrs.
    Bajaj Auto: No return in 1.75 yrs.
    HAL: No return in 2 yrs.
    Bajaj Finsv: No return in 4.75 yrs.
    Dmart: No return in 4.75 yrs.
    Nestle: No return in 2.5 yrs.
    Powergrid: No return in 2.5 yrs.
    Asian Paints: No return in 5.5 yrs.
    Adani Green: No return in 4.5 yrs.
    Eternal: No return in 1.75 yrs.
    Hind Zinc: No return in 2 yrs.
    Wipro: No return in 5.5 yrs.
    Indian Oil: No return in 9.25 yrs.
    Adani Energy: No return in 5 yrs.
    SBI Life: No return in 1.75 yrs.
    Varun Bev: No return in 2.5 yrs.
    Indigo: No return in 2 yrs.
    Jio Fin: No return in 2.75 yrs.
    Trent: No return in 2.25 yrs.
    Tata Motors: No return in 2.75 yrs.
    Tech M: No return in 4.75 yrs.
    Cipla: No return in 2.5 yrs.
    Tata Cons: No return in 2.5 yrs.
    Dr Reddy: No return in 2.5 yrs.
    Max Health: No return in 2.5 yrs.

    Buying good companies isn't enough. You need to time your entries (Value)/exit well.

    ReplyDelete