Mukesh Agrawal @_MukeshAgrawal
Joined November 2019-
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5 detailed videos which add value to the larger investor community! 1) Learn to read a Balance Sheet youtu.be/WQrFYdJetMc?si 2) Learn to read a Cash Flow Statement youtu.be/J_SmcJtWuiY?si 3) Learn to decode an Income Statement youtu.be/BqurwAgtZ9k?si 4) Everything you need to…
Our podcast on GLP-1 Weight-Loss Drugs is out 💊 The entire industry decoded within 60 minutes youtu.be/R8rI5Ieb2lo?si…
RADICO KHAITAN Expects to grow P&A volumes by >20% in FY26 Seen no impact of rains in North India on demand Luxury & Semi Luxury portfolio at 10% of Sales, to be 20-25% in 4-5 years Target high teens margins by FY28 Will be Debt free by Mid-next year youtube.com/watch?v=XpDNew…
BLS International Services Signs a 2055 Cr deal with UIDAI to set up Aadhar Seva Kendras Mgmnt says: Will set up 300 different Aadhar offices across the country It's a revenue per transaction model for Co Will have margins of 20% on this order youtu.be/dSJYTzk-mhk
Key Takeaways from several sectors Lots of Insights🔖 Positive outlook for many sectors⏬ src : Nuvama
Blue star says AC sales will come to a stand still since there is no clarity on when reduced rates on GST will come in effect We are requesting government to expedite the final date for reduced GST rates else it will impact sales youtu.be/F0i3ABIgNes
🚀 Daily Investor’s Edge — Cables & Wires (5-min read) -soic.in/blog-page/dail… > Infra, real estate & electrification are powering domestic W&C demand. > Mix is shifting from wires → higher-margin cables; organized players are taking share. > FMEG faced an early-monsoon drag,…
Amazing response, happy to add value (if any) 😊. @ishmohit1 @soicfinance 48k+ views in 2 months. This sector feeds Bharat’s growth | Finding Winners youtu.be/2o-FV9b-yJw?si… via @YouTube
Our Presentation at TIA One of the businesses which has been delivering silently for a long period of time (Disclaimer: not a recommendation to buy or sell) drive.google.com/file/d/1H_-CzD…
Senco Gold Says Diamond Jeweler up 44% in sales in Q1 maintain EBITDA% at 6.8-7.2% in FY26 Achieving 20% Revenue growth in FY26 should not be a problem youtube.com/watch?v=AywrQ4…
Are u a diabetic? Here is my recommendation for the diet a diabetic should follow👇
Kalyan Jewellers - Lots of new updates shared by Management, Must Read Concall⏬ Their long term plan is to venture into Manufacturing This is the reason Markets reacted negatively despite solid results Company is implementing a 3 step strategy: Creating a “jewellery park”…
Daily Investor’s Edge — Pharma CDMO (Q1FY26) soic.in/blog-page/dail… > Q1 was mixed; most guides still H2-weighted > Margins swung on mix/inventory; recovery expected with volumes > Big CAPEX into peptides/biologics/ADCs; GLP-1 expanding the pie > Sterile injectables,…
Pe of 100 in isolation can be misleading What matters is where we are in the earnings cycle along with it.. Peak Margins+Peak Pe= disaster waiting to happen A video on understanding P/E ratios at @soicfinance we did about a year back youtu.be/EBx2oOZw9ic?si…
अब इस देशद्रोही टीचर को सस्टेनेबल AC बसों से भी दिक्कत होने लगी ।
Blue Star Summer was a lot weaker this time, after several strong quarters for Co UCP revenues would grow 10% in FY26 with 8-8.5% margins Continue to target 15% market share by end of FY26 Won't cut prices to offload inventory in Festive season youtube.com/watch?si=C5s9j…
“Your LDL is high. You’ll get a heart attack”. That’s the fear most people live with.But science says something very different. Here’s the most important thread you’ll read on LDL cholesterol: Myths, truths, risks, and what REALLY matters. 🧵👇
Post 23rd July 2024, a considerable number of taxpayers and professionals have raised concerns about the confusion surrounding the correct treatment of Long-Term Capital Gains (LTCG) on sale of property. What is taxable? Is indexation still allowed? Does the new utility reflect…
The whole interview with Ravi (@ravidharamshi77) on how he see cycles and investing in some megatrends like Capital Markets and CDMO... long chat.. and a good one youtube.com/watch?v=IsRUYH…
POLYCAB Management says C&W volumes grew in mid 20s in Q1, will continue to grow 1.5x Market FMEG industry will start seeing good growth next year onwards On track for FMEG margins to improve further BharatNet is a $2 Bn opportunity for Co youtu.be/n514MceuAL8
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