Navin Makhija @NavinInvests

People wondering why the FII's are not pouring in money in the Indian Markets A thread that I recently wrote gives information on this in detail

Navin Makhija @NavinInvests

a month ago

People wondering why the FII's are not pouring in money in the Indian Markets A thread that I recently wrote gives information on this in detail

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Why Foreign Investors Are Avoiding India (Even When They Shouldn’t Be) 🧵 India has delivered on every economic front — growth, profits, policy stability, and currency control. But foreign capital has been flowing out, not in. Let’s explore this puzzling disconnect 👇 From GDP…

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🔍 Mastering EBITDA: The Investor’s Lens on Operational Performance If you’re in finance, business, or investing—understanding EBITDA is essential. Here’s a crisp explainer to sharpen your financial toolkit 👇 💼 What Does EBITDA Really Stand For? It’s an acronym for: ➡️…

📉📈 Inside India’s Markets: Where to Find Real Growth in a Range-Bound Rally Watched a great interview by the man himself @hirenved on what the Market Outlook looks like, Macros and the opportunities in the market I have summarized it for you all to have a pretty interesting…

Just watched a masterclass on investing by Prof. Sanjay Bakshi — one of the most insightful minds in the Indian investing ecosystem. Here are the best takeaways 👇 Prof. Bakshi’s philosophy blends value investing with multi-disciplinary thinking. Drawing from psychology,…

RBI surprises markets with a bold 50 bps repo rate cut in its June MPC meet 📑📈 The 3rd consecutive cut and the first such a big move in a decade. Here’s a detailed thread on the policy + key data points and market takeaways The policy repo rate was reduced by 50 bps to…

🚆 IRCTC Q4 FY25 Results: On Track, But Slowing Despite solid headline numbers, IRCTC’s EBITDA growth tells a story of slowing momentum. Let’s break it down 🧵👇 💰 Q4 FY25 Snapshot Revenue: ₹1,269 Cr (▲10% YoY) EBITDA: ₹385 Cr (▲6% YoY) Net Profit: ₹358 Cr (▲26% YoY)…

📊 India’s Investment Story and Market Dynamics @rndx1 Head of India Equity Research and Strategist at Morgan Stanley India’s Macro Resilience: Contrary to the belief that India is a consensus trade, Ritham argues foreign portfolio investors (FPIs) are significantly…

Result season got over today. Here are best results for YoY PAT growth >100% Allied Blenders- 3362% MB Agro Products- 932% Aether Industries- 839% Australian Premium Solar- 734% AWFIS Space- 700% Paradeep Phosph.- 644% Jindal Drilling- 577% ASM Technologies- 551% TCC Concept-…

📢 India’s GDP Accelerates in FY24, Outperforming Global Averages 🌍 🔸 Real GDP Growth: - Estimated at 8.2%, significantly higher than FY 2022-23’s 7.0%. - Nominal GDP grew by 9.6%, slower than 14.2% in FY 2022-23. - Real GDP at constant (2011-12) prices: ₹173.82 lakh crore.…

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A smallcap company making some big noise.

Navin Makhija @NavinInvests

3 months ago

A smallcap company making some big noise.

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📢 3B BlackBio FY24-25 Results 🧵 A detailed look at performance, strategic drivers, and outlook for this high-growth diagnostics & agrochemical player 👇 📊 Overall Performance – FY24-25 ✅ Revenue: ₹96.5 Cr (+30% YoY) ✅ PBT: ₹63.9 Cr (+44% YoY) ✅ PAT: ₹47.7 Cr (+48.5%…

Q4 performance of a fragrance company SH Kelkar

Navin Makhija @NavinInvests

3 months ago

Q4 performance of a fragrance company SH Kelkar

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S H Kelkar & Company’s Q4 FY25 & FY25 Financial Performance 🚀 #Q4Results 1️⃣ Strong Q4 FY25 Performance 📈 🔹 Total Revenue: ₹484 Cr (↑11% YoY) 🔹 Fragrance Revenue: ₹398 Cr (↑10%) 🔹 Flavour Revenue: ₹86 Cr (↑18%) 🔹 EBITDA: ₹71.3 Cr (↑41%) 🔹 EBITDA Margin: ~14.7%…

🌟 Glenmark Pharmaceuticals FY25 Performance: A Snapshot of Growth & Resilience 🌟 📊 Financial Highlights (FY25 vs FY24): Consolidated Revenue: ₹1,33,217 Mn (+12.8% YoY) – driven by strong growth in India (+31.9% YoY) and Europe (+17.6% YoY), while North America faced a 2.5%…

Jubilant Pharmova: Valuation Reset in Motion with Strong Upside Potential Jubilant Pharmova is a global pharmaceuticals company focused on the following segments: 👉Radiopharmaceuticals 👉Allergy Immunotherapy 👉CDMO Sterile Injectables 👉CRDMO (Drug Discovery and CDMO APIs)…

What can Indian investors learn from Warren Buffett? Romesh Damani the man himself breaks it down beautifully. in an interview on @NDTVProfitIndia Moneywise with @alexandermats This post is on timeless investing lessons, mistakes, and mindset from Sir Warren Buffet which…

Investing Implications Amid Global Macro Shifts Was listening to an interview from @hirenved with - on Macro shifts that are happening and how an investor should view this. 🌍 1. Global Context: Tectonic Macro Shifts - The world is facing unprecedented macroeconomic…

Great investors always use common sense Keep it simple

Hotel Sector Momentum Reflects in Indian Hotels The resilience and growth of India’s hotel industry are clearly visible through the performance of its leading player, Indian Hotels Company (IHCL). Indian Hotels – Sector Momentum Going Strong The hotel sector’s momentum…