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.
Saturday, August 15, 2026
Happy Independence Day
Dear Blog Members,
May the glory of Independence Day be with us forever.
Hi Madam, do you think the cycle is turning positive for iron/steel companies? I'm already holding Manaksia, Hisar, and Sunflag. Is it okay if I add Suraj Products as well?
Good morning mam. Your opinion about 1Q of FY 27 results of Ajanta Soya, Wardwizard innovation and Nikhil adhesive and future prospects of their business.Thank you.
Happy independence day to you and all our fellow blog members!
M'am, on this independence day, it would be nice to know your journey of financial independence? (with whatever details you are comfortable sharing.) The idea of financial independence has crossed the minds of many retail investors including myself. However, with limited capital to invest, the path to financial independence seems too far away. Your guidance helps aspiring investors like us understand the possibilities of achieving it and more importantly to sustain it once we reach there. Please ignore if it’s too personal.
In investment journey need to have patience. It will not take much time once compounding will start, just need to stay in queue and wait for your turn.
Company has posted best ever quarterly result in Q1. The company has launched more than 40 product across adhesives, emulsions, and construction chemicals business verticals. Now gradually market response start appearing in results. It will also keep growing in coming quarters.
Dear ma'am Visaka is going through a very interesting phase of growth. Its existing fibre-cement board capacity is operating at 100% utilization, and the company has approved a ₹175 crore new plant in Rajasthan.
Can Visaka achieve 10%+ ROCE from this new capacity over the next two years while keeping debt under control and reducing the drag from its textile business?
Visaka is also entering the construction chemicals segment, which offers attractive margins but is highly competitive. What revenue can we reasonably expect from this segment by FY28, and can it meaningfully improve Visaka's overall margins?
Most importantly, could this growth story take longer to play out than currently expected? The growth opportunity is clearly visible, but perhaps the full potential may take longer to materialize than the three-year timeline assumed in our blog target.
Given that the growth triggers are clearly visible, would it be sensible to consider exiting in January 2027 if the stock has not delivered the expected 100% return, or would it be better to allow more time for the growth story to play out?
Yes, new capacity expansion will take time.V-Next fibre cement boards Midnapore plant now operational. Now Visaka has pan-India capacity and it is expected that margin will expand with volume growth. The margin improvement in the highest-growth segment will fuel the future growth for company. Still there is 4-5 month time
Hi Sir/Madam, as per the saying don't put all eggs in same basket. Could you please suggest us in which other areas we must invest money in apart from equity stock market? And how much should be the distribution percentage?
Madam, please throw some light on latest developments of the company "Shree pushkar chemicals and fertilizers" I have FOC since recommendation, can I hold or sell, if I have to hold Howmany years and its tgt please. Thank you
Pls comment on Suraj products results n preferential issues what they going to use the funds
ReplyDeleteQ1 result is good with gradual growth in top and bottom line. Fund will be used in UAE expansion.
DeleteHappy Independence day
ReplyDeleteHappy Independence day to you
ReplyDeleteWish you and members very happy independence day.
ReplyDeleteWe salute the hero's who had scracified their life for independence. Wishing you all a happy prosperous day ahead.
ReplyDeleteHappy Independence Day madam and to all blog members
ReplyDeleteWishing you mam and all members a very Happy Independence Day!
ReplyDeleteHappy Indepence Day mam.when will you post new stock??
ReplyDeleteHappy independence day madam.
ReplyDeleteHAPPY INDEPENDENCE DAY TO YOU TOO.
ReplyDeleteIf I wish to invest for a long term through SIP in the stocks recommended in this blog, which stocks would you recommend?
ReplyDeleteSIP may not work well with blog suggested small and micro cap stocks.
DeleteHappy 80th Independence Day to Ma'am, Sir and all Blog Members.
ReplyDeleteHappy independence day madam.
ReplyDeleteHappy independence day madam
ReplyDeleteHappy Independence Day Everyone!!
ReplyDeleteस्वतंत्रता दिवस की सभी को बहुत शुभकामनाएँ।
ReplyDeleteHappy independence day to madam and all the members of the blog
ReplyDeleteWishing everyone a happy Independence Day!
ReplyDeleteHappy Independence Day to you Mam and all blog members
ReplyDeleteMam,
ReplyDeleteHappy and prosperous 80th Independence Day celebration.
Wishing u all a happy independence day.
ReplyDeleteHappy 80th Independence day Madam and blog members
ReplyDeleteHi Madam, do you think the cycle is turning positive for iron/steel companies? I'm already holding Manaksia, Hisar, and Sunflag. Is it okay if I add Suraj Products as well?
ReplyDeleteYes , Suraj Product can be added at cmp
DeleteHappy independence day to you and all Blog members madam/sir
ReplyDeleteHappy and prosperous 80th Independence Day Wishes to you and your family members mam and Rajiv sir
ReplyDeleteHappy independence day to all..
ReplyDeleteGood morning mam. Your opinion about 1Q of FY 27 results of Ajanta Soya, Wardwizard innovation and Nikhil adhesive and future prospects of their business.Thank you.
ReplyDeleteQ1 Result is good. Both Ajanta Soya and Nikhil adhesive are having bright future prospectus.
DeleteHappy independence day to you and all our fellow blog members!
ReplyDeleteM'am, on this independence day, it would be nice to know your journey of financial independence? (with whatever details you are comfortable sharing.) The idea of financial independence has crossed the minds of many retail investors including myself. However, with limited capital to invest, the path to financial independence seems too far away. Your guidance helps aspiring investors like us understand the possibilities of achieving it and more importantly to sustain it once we reach there. Please ignore if it’s too personal.
Thanks,
Mehul
In investment journey need to have patience. It will not take much time once compounding will start, just need to stay in queue and wait for your turn.
DeleteVande matharam, vande guru
ReplyDeleteMam, when can we expect the next stock recommendation pls
ReplyDeleteIt will be posted any time in this half
DeleteMeans half means in AUG? or SEP?
DeleteYes, any time in August -Sept
DeleteDear ma'am greetings,
ReplyDeleteSuraj Products is planning to double its capacity (new capacity 400,000 MT) in UAE with an investment of 200 crores.
How do you view such a huge investment at this point of time with recent developments in the region?
Regards
Company is continuously generating decent profit since last 7 -8 years. Now it good time to expand to meet the growing demand
DeleteDear maam,
ReplyDeleteIs Q1 Fy 27 the beginning of a new growth cycle for Nikhil Adhesive, or simply a strong quarter?
Can it make 800-900 crore revenue this year, considering excellent top growth this quarter.
In which quarter cash conversion can become better?
Regards
Company has posted best ever quarterly result in Q1. The company has launched more than 40 product across adhesives, emulsions, and construction chemicals business verticals. Now gradually market response start appearing in results. It will also keep growing in coming quarters.
DeleteDear ma'am
ReplyDeleteVisaka is going through a very interesting phase of growth. Its existing fibre-cement board capacity is operating at 100% utilization, and the company has approved a ₹175 crore new plant in Rajasthan.
Can Visaka achieve 10%+ ROCE from this new capacity over the next two years while keeping debt under control and reducing the drag from its textile business?
Visaka is also entering the construction chemicals segment, which offers attractive margins but is highly competitive. What revenue can we reasonably expect from this segment by FY28, and can it meaningfully improve Visaka's overall margins?
Most importantly, could this growth story take longer to play out than currently expected? The growth opportunity is clearly visible, but perhaps the full potential may take longer to materialize than the three-year timeline assumed in our blog target.
Given that the growth triggers are clearly visible, would it be sensible to consider exiting in January 2027 if the stock has not delivered the expected 100% return, or would it be better to allow more time for the growth story to play out?
Thanks and Regards
Yes, new capacity expansion will take time.V-Next fibre cement boards Midnapore plant now operational. Now Visaka has pan-India capacity and it is expected that margin will expand with volume growth. The margin improvement in the highest-growth segment will fuel the future growth for company. Still there is 4-5 month time
DeleteHow is jubilant ingrevia now they are making speciality chemicals for semi conductors
ReplyDeleteyes, semiconductor industry will require several different chemicals and Indian chemical companies are preparing to supply it.
DeleteMadam
ReplyDeleteAny views on
Kwality walls and
Resonance Speciality
I purchased recently
Not tracking these stocks
DeleteHi Sir/Madam, as per the saying don't put all eggs in same basket. Could you please suggest us in which other areas we must invest money in apart from equity stock market? And how much should be the distribution percentage?
ReplyDeleteSome profit (15 -20%) you can reinvest in property and gold.
DeleteMadam Ji
ReplyDeleteWhen we can expect next stock?
Please post it during market hours
I have already replied it in above comments.
DeleteIt will be posted any time in August -Sept.
Madam, please throw some light on latest developments of the company "Shree pushkar chemicals and fertilizers" I have FOC since recommendation, can I hold or sell, if I have to hold Howmany years and its tgt please. Thank you
ReplyDeleteYou wait for some more price appreciation than book the profit .
DeleteMam your view about patanjali foods present
ReplyDelete