The Investor Lens @logical_traderr
EQUITY ANALYST📈 GROWTH & VALUE INVESTOR🚀 I help investor to navigate the long road to wealth creation.💰 https://t.co/eukpWPhI6u theloggicalinvestor.substack.com Joined November 2022-
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Strong Q1 from Sai Silks (Kalamandir) — 42% revenue growth, 3x EBITDA, PAT up 13x YoY. Management guiding for 15% annual growth and ~20% EBITDA margin by FY27. Anyone built a valuation model for FY26 / FY27? Share your views or models #SaiSilks #Valuation #Fundamentals #Q1FY26…
Strong Q1 from Sai Silks (Kalamandir) — 42% revenue growth, 3x EBITDA, PAT up 13x YoY. Management guiding for 15% annual growth and ~20% EBITDA margin by FY27. Anyone built a valuation model for FY26 / FY27? Share your views or models #SaiSilks #Valuation #Fundamentals #Q1FY26…
Sai Silks (Kalamandir) Q1 FY ’26 Earnings Call Highlights Company reported a strong Q1 FY '26 performance, driven by robust demand for ethnic wear, a favorable wedding calendar & continued operational efficiency. 1. Key Financial Highlights ✅ Revenue: INR 379 Cr, up 42% YoY…
Interarch Building Solutions Annual report key insights , if you want to learn about the PEB sector also this is a great read , it covers the industry in a lot of detail and Interarch is one of the top players ( disc: no fresh reco , invested and biased at 1180 , no financial…
Over the last few weeks, I’ve been diving deep into a company that most overlook — Indo Farm Equipment Ltd. Deep Dive Below 👇👇 open.substack.com/pub/theloggica… What started as a surface-level check turned into a full-blown rabbit hole of numbers, narratives, and management calls. And…
CapEx Plan for #Indofarmequipments Pick & Carry Crane Segment Indo Farm is executing a ₹70 crore capex (via IPO funds) to expand its pick-and-carry crane capacity from 1,280 to 4,880 units per annum. New plant near the Baddi facility to add 3,600 units capacity by Q3 FY26.…
CapEx Plan for #Indofarmequipments Pick & Carry Crane Segment Indo Farm is executing a ₹70 crore capex (via IPO funds) to expand its pick-and-carry crane capacity from 1,280 to 4,880 units per annum. New plant near the Baddi facility to add 3,600 units capacity by Q3 FY26.…
@VQIndia Team recently gave an interview on the Aerospace industry as a "GIGATREND". Here are some key learnings for you all - especially if you’re eyeing for multi-decade investment opportunities 👇 1. Aerospace is at an inflection point. COVID disrupted everything —…
Investors Meetup : The Good, The Bad, and The Reality Check Investor summits bring together frameworks, styles, sectors, and stock ideas from around the country. These events are a goldmine for networking, idea-sharing, and presenting potentially profitable stock picks. We’ve…
Earlier #MBEL calculations had a minor slip - Total outstanding shares were mistakenly taken as 5.14 Cr instead of the correct 5.71 Cr. All numbers have now been revised accordingly. The updated EPS, P/E, and return calculations reflect the correct share count. Retweet for…
Earlier #MBEL calculations had a minor slip - Total outstanding shares were mistakenly taken as 5.14 Cr instead of the correct 5.71 Cr. All numbers have now been revised accordingly. The updated EPS, P/E, and return calculations reflect the correct share count. Retweet for… https://t.co/1tkP1Jgs3F
An investor’s edge implies a belief different from market pricing that is expected to materialize with positive expected value. This means actively seeking situations where your assessment diverges from current market consensus, and you expect that divergence to…
EPS calculations for #mbengineering are simple and well explained in the image below. Feel free to assign a 40x P/E or any multiple you prefer the model is flexible. If you have questions or want to discuss assumptions, the comment section is open. Focus on the thought…
EPS calculations for #mbengineering are simple and well explained in the image below. Feel free to assign a 40x P/E or any multiple you prefer the model is flexible. If you have questions or want to discuss assumptions, the comment section is open. Focus on the thought…
Valuation Analysis on M&B Engineering for FY26 - FY27 As you folks have already read about the business and listened to management commentary for the upcoming years, let’s not waste time on repeats. Instead, let’s directly deep dive into how the numbers look - EPS growth, PAT…
DO check Group for more on #MBEngineering t.me/theloggicalinv… Posted some calculations on this one
DO check Group for more on #MBEngineering t.me/theloggicalinv… Posted some calculations on this one
Most awaited update: How is M&B Engineering clocking higher EBITDA margins compared to peers? What's driving this performance? Let's break down the Q1 FY26 Concall insights 👇🧵 1/ The secret to higher EBITDA margins? Exports. M&B’s export orders—primarily to the U.S.—yield…
PAST < PRESENT < FUTURE - Framework 👇👇
PAST < PRESENT < FUTURE - Framework 👇👇
The quiet transformation happening inside #fedfina Let’s talk about a story that markets often overlook — until it’s too late. I’ve been digging deep into Fedbank Financial Services lately, and something structural is playing out that’s easy to miss unless you’re paying close…
@prabhakarkudva shared a powerful framework for analysing stocks quickly. If you want to get 60–70% clarity on a stock in just 10–15 mins, read on. 👇🧵 This thread might just change how you approach investing. A way to filter stocks fast, with clarity. The Framework: Past.…
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