Fundamental Analysis (Long term)
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https://t.me/+Rn8RmYm0XMZTagXs I'm not a SEBI registered advisor,the information provided by me is for educational purposes only.You are responsible for all investment decisions,plz note that I dont provide any tips/stock suggestion.
Mostrar más📈 Análisis del canal de Telegram Fundamental Analysis (Long term)
El canal Fundamental Analysis (Long term) (@fundamental3) en el segmento lingüístico de Inglés es un actor destacado. Actualmente la comunidad reúne a 45 327 suscriptores, ocupando la posición 2 515 en la categoría Economía y Finanzas y el puesto 8 322 en la región India.
📊 Métricas de audiencia y dinámica
Desde su creación el невідомо, el proyecto ha mostrado un crecimiento acelerado, reuniendo a 45 327 suscriptores.
Según los últimos datos del 21 julio, 2026, el canal mantiene una actividad estable. En los últimos 30 días la variación de miembros fue de -63, y en las últimas 24 horas de -5, conservando un alto alcance.
- Estado de verificación: No verificado
- Tasa de interacción (ER): El promedio de interacción de la audiencia es 7.93%. Durante las primeras 24 horas tras publicar, el contenido suele obtener 5.22% de reacciones respecto al total de suscriptores.
- Alcance de las publicaciones: Cada publicación recibe en promedio 3 597 visualizaciones. En el primer día suele acumular 2 365 visualizaciones.
- Reacciones e interacción: La audiencia responde de forma activa: el promedio de reacciones por publicación es 6.
- Intereses temáticos: El contenido se centra en temas clave como margin, revenue, capacity, expansion, fy27.
📝 Descripción y política de contenido
El autor describe el recurso como un espacio para expresar opiniones subjetivas:
“https://t.me/+Rn8RmYm0XMZTagXs
I'm not a SEBI registered advisor,the information provided by me is for educational purposes only.You are responsible for all investment decisions,plz note that I dont provide any tips/stock suggestion.”
Gracias a la alta frecuencia de actualizaciones (últimos datos recibidos el 22 julio, 2026), el canal mantiene la vigencia y un amplio alcance. La analítica demuestra que la audiencia interactúa activamente con el contenido, lo que lo convierte en un punto de referencia dentro de la categoría Economía y Finanzas.
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Publicaciones del Canal
+2
Deepak Nitrite , reading this annual report today , and my notes and thoughts
1) Nitric Acid facilities are now commissioned and helping the company in many aspects , but more than margin pov , this has to be looked from a supply chain security POV , this helps them to keep optimum production , reduce dependency and secure stable RM
2) Polycarbonate Capex that is going to be a very large one is expected to be the next lever of incremental scale for Deepak and will enable them into applications which serve a broad range of high-growth sectors including mobility, electronics, healthcare, consumer durables, infrastructure, and emerging technologies, this is their next big bet of the decade
3) PC capex seems to be on track with EPC awarded and the plant import from Germany being on track as per the schedule
focused on creating a more integrated and value added business model
strategic initiatives include: • Development of downstream phenol and acetone derivatives • Expansion into higher-value application-oriented chemistries • Integration into engineering polymer chain, including polycarbonate • Strengthening our presence across advanced materials and Speciality chemical segments
Again , the key monitorable here are the PC plant going live , there is still time , but tracking and watching it closely will make sure we are prepared to capture the opp!
All Latest Quarterly Result Quick Updates⤵️
@Stockupdate9
| 2 |  Stylam Industries | Investment Thesis
Business Overview
- Manufactures decorative laminates and acrylic surfaces.
- Serves kitchens, offices and retail interiors.
- Around 75% revenue from exports.
Growth Drivers
- ₹334 Cr greenfield plant at Manak Tabra.
- Targets ₹300–400 Cr turnover in next three quarters.
- Aims for 80% plant utilisation by FY28.
- AICA partnership to accelerate acrylic business.
- Acrylic revenue targeted at ₹50–70 Cr in FY27.
Operational Strengths
- Export revenue grew 30% in 9M FY26.
- EBITDA margin improved to 20.5%.
- Focus on value-added product portfolio.
- Domestic business restructuring underway.
Key Risks
- Plant commissioning delayed by 18 months.
- Acrylic business significantly below earlier guidance.
- Domestic margin pressures continue.
- Global demand remains volatile.
- Execution risk on utilisation and growth targets.
Key Takeaway
- Stylam Industries is entering its next growth phase through a large capacity expansion and acrylic product ramp-up, supported by strong exports and improving margins. However, successful execution, timely utilisation of the new plant, and management's ability to deliver on growth guidance remain the key factors to monitor.
All Latest Quarterly Result Quick Updates⤵️
@Stockupdate9 | 1 583 |
| 3 |  +2Hindusthan Insulators & Industries | Q1FY27 Results Highlights
Financial Highlights
- Revenue ₹115.37 crore (+81% YoY).
- Total Income ₹118.77 crore.
- PBT ₹42.12 crore (vs ₹0.04 crore).
- PAT ₹36.62 crore (vs ₹0.18 crore loss).
- EPS ₹50.76 (Face Value ₹2).
- Q1 PAT exceeded entire FY26 performance.
Operational Performance
- Revenue grew 7% QoQ.
- PAT increased 75% QoQ.
- Strong operating leverage visible.
- Significant turnaround in profitability.
Key Drivers
- Inventory movement added ₹13.19 crore.
- Q4FY26 had ₹4.69 crore inventory charge.
- Inventory swing supported quarterly earnings.
- YoY improvement remained fundamentally strong.
Business Quality
- Material cost rose only 18%.
- Finance cost declined 21%.
- Employee cost increased 26%.
- Other Equity improved to ₹458.04 crore.
- Balance sheet continued strengthening.
Key Monitorables
- Power & fuel cost rose sharply.
- Energy cost reached 21% of revenue.
- Effective tax rate benefited from deferred tax credit.
- Normalised PAT estimated around ₹31.6 crore.
- Inventory gains may reverse upon dispatch.
Impact
- Positive.
- Strong turnaround quarter.
- Healthy operating leverage.
- Balance sheet improving.
- Earnings partly supported by inventory and tax benefits.
Key Takeaway
- Hindusthan Insulators delivered a strong turnaround in Q1FY27 with robust revenue growth, sharply higher profitability and improving balance sheet metrics. While reported earnings were aided by favourable inventory accounting and deferred tax benefits, the underlying operating performance remains significantly stronger than last year, indicating that the company's core business recovery is firmly underway.
All Latest Quarterly Result Quick Updates⤵️
@Stockupdate9 | 1 336 |
| 4 |  +2Zappfresh This is no longer just a fresh meat delivery company. It's quietly building an integrated consumer food platform.
DSM Fresh Foods (Zappfresh) has released a strong Q1 FY27 business update, and while the headline 58% YoY revenue growth grabs attention, the bigger story is the quality of growth.
Q1 Highlights
- Revenue from Operations: ~₹74 crore (+58% YoY)
- Pro-forma quarterly revenue of ~₹85 crore after integrating Meevaa Foods (+82% YoY including the acquisition).
- Successfully completed the Meevaa Foods acquisition, strengthening its presence in frozen, ready-to-cook and ready-to-eat foods.
But revenue growth is only one part of the story.
The real transformation is happening underneath.
1. The business model is moving up the value chain.
Historically, Zappfresh was largely known for fresh protein. Today, management is deliberately expanding into higher-margin branded food products.
Meevaa gives the company exposure to:
- Frozen foods
- Ready-to-Cook
- Ready-to-Eat
These categories typically enjoy better margins, stronger customer loyalty and greater pricing power than fresh commodity products.
That's an important evolution.
2. Retail expansion has exceeded expectations.
The company has already expanded to ~200 co-branded retail outlets, comfortably surpassing its original FY27 target of 150 stores—well ahead of schedule. Even more interesting...
Management plans to continue expanding aggressively during FY27 using an asset-light retail model.
3. Omnichannel execution is becoming a competitive advantage.
Instead of relying on one channel, Zappfresh is building distribution everywhere consumers buy food.
The company continues expanding across:
- Amazon
- Blinkit
- Modern Retail
- Food Service
- HORECA
- Export Markets
It also started Blinkit deliveries in Mumbai, expanding its quick-commerce footprint.
Consumers increasingly expect food within minutes—not days. Being present across every major channel significantly increases customer reach.
4. They're strengthening the business from the source.
One of the most underrated parts of this update is backward integration.
The company now:
- Works with 1,700+ seafood farmers
- Added 10 new sourcing partners
- Started 270-acre land aggregation
- Incorporated Varuna Aquatech Pvt Ltd to strengthen its aquaculture ecosystem.
Why is this important?
Owning more of the supply chain can improve:
- Product quality, Supply reliability, Cost control, Margins, Scalability
In food businesses, sourcing is often the biggest competitive advantage.
5. International expansion is quietly accelerating.
The company strengthened distribution across UK, Canada, GCC
Including onboarding a new distribution partner in Dubai.
Exports remain a relatively small contributor today, but they expand the addressable market beyond India.
The management's long-term ambition is bold.
The company has reiterated its roadmap of reaching:
- ₹600 crore revenue by FY28
- 18–20% EBITDA margins
Those are ambitious targets and will require flawless execution.
Investors should treat them as management aspirations—not guarantees.
Instead of simply selling fresh protein, Zappfresh is attempting to build an integrated farm-to-fork food ecosystem, where it controls sourcing, processing, branding, distribution and customer relationships.
If executed well, this can improve not just revenue growth, but also margins, cash generation and return on capital over time.
Key monitorables going forward:
- Successful integration of Meevaa Foods.
- Growth in higher-margin branded products.
- Same-store productivity of the expanding retail network.
- Progress toward the ₹600 crore FY28 revenue target.
- Margin expansion toward the guided 18–20% EBITDA range.
For long-term investors, the story is evolving from "a fresh meat company" to "an integrated branded food platform."
Execution over the next few years will determine whether that transformation translates into lasting shareholder value. | 1 389 |
| 5 | MPS Says Looking At 1,000 Cr Revenue In FY27 - CNBCTV 18
Have A FY28 Aspirational Rev Tgt Of ₹1,500 Cr, Will Be Mix Of Organic & Inorganic Growth
₹300 Cr EBITDA Is Very Achievable In FY27 | 2 088 |
| 6 | BANDHAN BANK, PARTHA PRATIM SENGUPΤΑ
'When We Gave 1.6-1.9% RoA Guidance, I Was Just One Month Into My Role'
RoA Dipped To 0.2% By Dec, Moved Up From There To 1.1% By Q4
Undertook A Wage Hike During The Quarter, Which Had An Impact
NIMs Expected To Moderate As The Bank Shifts Towards A More Secured Loan Book
Have Seen Sequential Improvement And Expect This Trend To Continue | 2 378 |
| 7 | INDIAN HOTELS TO NDTVProfitIndia
May Hike Stake In Oriental Hotels If Opportunity Seen
Don't Think We Have Reached Peak, Best Yet To Come
See Possibility Of New Guidance By The End Of Q2
Do Not See Any Drop In Occupancy In Key Markets
New Brands Ginger, Ama, Cumin To See 25% CAGR
90% Pipeline Has Capital-Light Model
Domestic Hotels Business Remains Strong
Plan To Open 55-60 New Hotels This Year | 2 298 |
| 8 |  +1Indegene , capability depth and mapping , focusing on domain specific enterprise agentic AI solutions that can actually help them pivot better because of lot of cross time cycle data on the Pharma specific domain
Pharma relationships are not directly named , but we can estimate these well , if you want to see more on their capability depth , check out my annual report notes ,have posted on their clear domain niche and solutions that they are pivoting to | 2 167 |
| 9 | Anthem Biosciences Says - CNBCTV 18
Nature Of The CRDMO Biz Is Lumpy
Order Book Is More Than 60% Of What The Co Intents To Deliver
Confident Of Returning To Mid-teens Growth
MayHave A Bumper Quarter This Year, But It Won't Be A Benchmark - CNBCTV 18 | 2 371 |
| 10 | HDFC Bank Says - NDTV PROFIT
Pdt Diversification Not The Single Lever For Bank
Product Diversification Will Add To Bank's Base
HDFC Bk Has Significant Headroom For Growth
Margins Of HDFC Bk Should Bottom Out From Now | 2 274 |
| 11 |  Water Theme Ecosystem 👇
Pumps → Pipes → Treatment → Desalination → Membranes/Chemicals → Wastewater → ZLD/Recycling | 3 164 |
| 12 |  Average Historical EV/EBITDA Explained. | 2 566 |
| 13 | Tatva Chintan | Semiconductor Chemicals Opportunity
India's Semiconductor Push
- India investing ₹1.64 lakh crore in chip fabs.
- Supply chain remains largely import dependent.
- 85–90% semiconductor chemicals imported.
- Most equipment also sourced overseas.
Technical Challenge
- Semiconductor chemicals require ultra-high purity.
- Impurities measured in parts per billion.
- Tiny contamination can destroy entire chip batches.
- Supplier qualification is lengthy and stringent.
Tatva Chintan's Progress
- Developing five semiconductor-grade chemicals.
- One product cleared factory-level qualification tests.
- Commercial sales still around two years away.
- Three to four additional qualification rounds pending.
Commercialization Hurdles
- Chipmakers rarely switch qualified suppliers.
- MNC distributors validate and market products.
- Qualification process spans several years.
- Reliability matters more than pricing.
Industry Perspective
- Domestic fabs are being established.
- Supporting chemical ecosystem remains underdeveloped.
- Industry estimates suggest $80 billion support needed by 2035.
- Supply-chain localization will be gradual.
Key Takeaway
- Tatva Chintan has achieved an important technical milestone by qualifying its first semiconductor-grade chemical, but meaningful commercialization is still a multi-year process. India's semiconductor opportunity is significant, yet building a domestic chemicals ecosystem will require time, capital, and successful qualification across the entire supply chain. | 3 851 |
| 14 |  FORGET THE MISTAKE REMEMBER THE LESSON | 2 227 |
| 15 |  Few companies that reported strong Q1 results & guiding for 20%+ growth:
Himadri Speciality
Steel Strips Wheels
360 One WAM
Dynamic cables
Tatva Chintan
Beta Drugs
Vimta Labs
Anand Rathi Wealth
Menon bearings | 3 224 |
| 16 | 𝗠𝗼𝘀𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝘄𝗶𝗹𝗹 𝗺𝗶𝘀𝘀 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗺𝘂𝗹𝘁𝗶-𝘆𝗲𝗮𝗿 𝘁𝗵𝗲𝗺𝗲.
𝗕𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝘆'𝗿𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝘀𝘁𝗼𝗰𝗸𝘀, 𝗻𝗼𝘁 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀.
One sector quietly entering a structural sweet spot is India's 𝗥𝘂𝗯𝗯𝗲𝗿 𝗩𝗮𝗹𝘂𝗲 𝗖𝗵𝗮𝗶𝗻.
Key structural tailwinds:
• India–EU FTA improving export competitiveness.
• China+1 creating long-term manufacturing opportunities.
• Shift towards high-margin specialty rubber products.
• Rising demand for recycled rubber & recovered carbon black (rCB).
• Auto EPR regulations supporting circular economy businesses.
• Capacity expansions with utilization moving towards peak levels.
𝗟𝗶𝘀𝘁𝗲𝗱 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘁𝗼 𝘁𝗿𝗮𝗰𝗸:
• 𝗔𝗽𝗰𝗼𝘁𝗲𝘅 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 (₹2,757 Cr) – Specialty Rubber
• 𝗣𝗜𝗫 𝗧𝗿𝗮𝗻𝘀𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 (₹2,409 Cr) – Industrial Rubber Products
• 𝗧𝗶𝗻𝗻𝗮 𝗥𝘂𝗯𝗯𝗲𝗿 (₹2,046 Cr) – Rubber Recycling
• 𝗚𝗥𝗣 𝗟𝘁𝗱 (₹1,002 Cr) – Reclaimed Rubber & rCB
• 𝗛𝗮𝗿𝗿𝗶𝘀𝗼𝗻𝘀 𝗠𝗮𝗹𝗮𝘆𝗮𝗹𝗮𝗺 (₹374 Cr) – Natural Rubber
• 𝗘𝗹𝗴𝗶 𝗥𝘂𝗯𝗯𝗲𝗿 (₹300 Cr) – Retreading & Circular Solutions
The biggest wealth creation opportunities usually emerge when multiple structural tailwinds converge on a single industry—not when the theme becomes popular.
𝗪𝗵𝗶𝗰𝗵 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗳𝗿𝗼𝗺 𝘁𝗵𝗶𝘀 𝘃𝗮𝗹𝘂𝗲 𝗰𝗵𝗮𝗶𝗻 𝗮𝗿𝗲 𝘆𝗼𝘂 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴?
𝗦𝗮𝘃𝗲 𝘁𝗵𝗶𝘀 𝗳𝗼𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲 🔖 | 2 816 |
| 17 |  SG Mart : Management guidance vs delivery track record assessment❗️
Management has been transparent about misses, but there has also been a repeated pattern of giving aggressive guidance & then revising it down later
So investors should not blindly take guidance at face value
This is important because in small/midcap companies, management commentary can create a lot of excitement, but the real test is whether the company actually delivers those numbers over the next few quarters | 2 922 |
| 18 | Venus Remedies (VENUSREM) Q1 FY27 results were 🔥
Revenue +30% YoY
EBITDA +89% YoY
Net Profit +118% YoY
Profit is growing 3-4x faster than sales — costs aren't rising as fast as revenue, so more of every extra rupee earned is flowing straight to the bottom line.
If that trend continues, even 15% revenue growth can lead to 40% PAT growth
Trading at ~20x TTM EPS. | 2 841 |
| 19 | Central Mine Planning & Design Institute (CMPDI) lays out a roadmap:
* Revenue growth +15–20%
* EBITDA margin at ~40%
* PAT margin ~30%
Net Profit aspiration: ₹1,000 cr in next 3 years | 2 776 |
| 20 | BAJAJ AUTO SAYS
Exports Stood Out And Achieved Its Biggest Ever Quarter
Domestic Biz Registered Double-digit Growth Across Businesses
Domestic Motorcycles Realized Double-Digit Revenue Growth
Commercial Vehicles Continued Its Leadership, Robust Growth Trajectory
Continued Competitive Gains Across Key Markets
Upcoming Upgrades Across 125-160 CC To Add Competitive Edge
Green Portfolio Contributed 30% Of Q1 India Revenues | 2 818 |
