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Market Wizard

Market Wizard

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FREE FINANCIAL EDUCATIONAL CHANNEL Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing. All the posts appearing in the channel are only for educational and informational purposes. ALL RIGHTS RESERVED!!!

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📈 تحلیل کانال تلگرام Market Wizard

کانال Market Wizard (@marketswizard) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 12 244 مشترک است و جایگاه 9 976 را در دسته اقتصاد و امور مالی و رتبه 33 079 را در منطقه الهند دارد.

📊 شاخص‌های مخاطب و پویایی

از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 12 244 مشترک جذب کرده است.

بر اساس آخرین داده‌ها در تاریخ 01 اوت, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -991 و در ۲۴ ساعت گذشته برابر -37 بوده و همچنان دسترسی گسترده‌ای حفظ شده است.

  • وضعیت تأیید: تأیید نشده
  • نرخ تعامل (ER): میانگین تعامل مخاطب 2.14% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 1.79% واکنش نسبت به کل مشترکان کسب می‌کند.
  • دسترسی پست‌ها: هر پست به طور میانگین 262 بازدید دریافت می‌کند. در اولین روز معمولاً 220 بازدید جمع‌آوری می‌شود.
  • واکنش‌ها و تعامل: مخاطبان به‌طور فعال حمایت می‌کنند؛ میانگین واکنش به هر پست 1 است.
  • علایق موضوعی: محتوا بر موضوعات کلیدی مانند ebitda, yoy, revenue, margin, fy27 تمرکز دارد.

📝 توضیح و سیاست محتوایی

نویسنده این فضا را محل بیان دیدگاه‌های شخصی توصیف می‌کند:
FREE FINANCIAL EDUCATIONAL CHANNEL Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing. All the posts appearing in the channel are only for educational and informational purposes. ALL RIGHTS RESERVED!!!

به لطف به‌روزرسانی‌های پرتکرار (آخرین داده در تاریخ 02 اوت, 2026)، کانال همواره به‌روز و دارای دسترسی بالاست. تحلیل‌ها نشان می‌دهد مخاطبان به‌طور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته اقتصاد و امور مالی تبدیل کرده‌اند.

12 244
مشترکین
-3724 ساعت
-2037 روز
-99130 روز

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02 اوت0
01 اوت0
پست‌های کانال
After a bullish week, what's your view on market for upcoming week
Anonymous voting

2
JUST IN: Iran denies it agreed to a proposal to reopen the Strait of Hormuz
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3
ZeeEntertainment On SEBI Order Believe SEBI's Order has no direct bearing on the fundraising exercise Will take all steps to complete the fundraising exercise successfully Will take required measures with respect to allegations against promoters & co
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4
🏠 URBAN COMPANY – InstaHelp Crosses 1 Lakh Daily Orders • InstaHelp delivered 1,00,000+ orders in a single day, doubling from 50,000 daily orders in just 5 months. • The milestone reflects strong demand for quick housekeeping services. • Management highlighted a strong operating model with a focus on unit economics and long-term profitability. • InstaHelp offers cleaning, dishwashing, laundry and meal preparation services, with bookings fulfilled in 10–15 minutes across select metro locations.
282
5
🔌 BIRLA CABLE – Q1 FY27 Results Net Profit: ₹31 Cr | ↑2093% YoY, ↑184% QoQ Revenue: ₹267 Cr | ↑51% YoY, ↑25% QoQ EBITDA: ₹46 Cr | ↑487% YoY, ↑126% QoQ EBITDA Margin: 17.2% | vs 4.4% YoY, 9.5% QoQ
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6
IRFC: Q1 FY27 MANAGEMENT GUIDANCE • Targets ₹50,000–60,000 crore annual disbursements for High-Speed Rail and Dedicated Freight Corridor (DFC) projects over the next decade. • Plans to finance ₹20,000–30,000 crore annually for Metro and Rapid Rail projects. • Expects NIM to improve to 1.65% by Q4 FY27. • Long-term target is to achieve 2% NIM by FY30. • Management expects FY27 disbursements to exceed the previous year's levels.
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7
IRFC: Q1 FY27 CONCALL KEY HIGHLIGHTS • Management expects disbursements to accelerate in Q2–Q4, keeping the ₹5 lakh crore AUM target for FY27 intact. • Low borrowing costs continue to provide a competitive advantage, enabling IRFC to lend competitively while maintaining healthy spreads. • Fertilizer project refinancing is helping reduce funding costs while supporting rail-linked infrastructure. • Hyderabad Metro refinancing is progressing well, with additional opportunities in future metro and high-speed rail projects. • Other income increased due to favourable Japanese Yen currency gains. • Management reiterated its commitment to maintaining zero NPAs by lending only to sovereign or government-backed projects.
175
8
IRFC: Q1 FY27 CONCALL HIGHLIGHTS • AUM stood at approximately ₹4.84 lakh crore, with a target of ₹5 lakh crore by the end of FY27. • Q1 remained a seasonally weak quarter, with disbursements of around ₹2,000 crore. • Focus is shifting from AUM growth to higher profitability and margin expansion. • FY27 has been declared the "Year of Consolidation" under the IRFC 2.0 strategy. • Launched the "Fund in India" initiative to attract bilateral and multilateral funding. • Positioning itself to finance High-Speed Rail Corridors and Dedicated Freight Corridors (DFC). • Expanding financing opportunities in Metro and Rapid Rail projects.
128
9
THERMAX: Q1 FY27 MANAGEMENT GUIDANCE • Expects quarterly revenue to exceed ₹3,000 crore in 2–3 quarters during FY27. • FY27 order inflows are expected to surpass last year's levels. • FY27 is expected to be the final year of meaningful legacy government EPC project exposure. • Chemicals business is expected to deliver 20%+ growth. • Tosil business is targeted to achieve ₹800–1,000 crore revenue over the next 2 years. • Hydrogen demo plant is expected to be commissioned by year-end, with a major order anticipated soon.
116
10
THERMAX: Q1 FY27 CONCALL KEY HIGHLIGHTS • Management said the ₹91 crore legacy project loss resulted from relying on an external engineering partner and has revised bidding practices to avoid similar issues. • Part of the ₹300 crore delayed revenue has shifted to Q2, while high-margin US data centre orders are expected to be recognized in Q3. • BioCNG projects are undergoing final performance testing, with the remaining tests scheduled during August–September. • Data centre cooling solutions continue to offer significant power savings through absorption chillers and face limited global competition. • Management expects 20–30% improvement in BioCNG pricing from upcoming government policy changes.
110
11
THERMAX: Q1 FY27 CONCALL HIGHLIGHTS • Took a ₹91 crore one-time hit on a legacy government EPC project. • Around ₹300 crore revenue was deferred due to logistics disruptions and high freight costs. • Green Solutions business reported a ₹20 crore loss. • BioCNG business recorded an ₹8 crore loss due to monsoon-related delays. • Higher steel prices impacted the Industrial Products business by around ₹10 crore. • Order backlog remained strong at approximately ₹14,000 crore. • Quarterly profitability was impacted by legacy EPC project losses. • Middle East logistics disruptions delayed dispatches of finished goods. • Seeing a strong pipeline in Data Centre cooling solutions and the US market. • Chemicals business continues to benefit from the China Plus One opportunity. • Government/PSU exposure in the order book has reduced to below 5%.
109
12
SATIN CREDITCARE: Q1 FY27 MANAGEMENT GUIDANCE • FY27 consolidated AUM growth guidance maintained at 20–25%. • Reported credit cost expected in the 3.0–3.5% range. • ROA guidance maintained at 3.5–4.0%. • FY30 AUM target remains ₹32,000 crore, with 30% contribution from non-MFI businesses. • Standalone NIM expected to remain in the 14.35–14.50% range.
107
13
SATIN CREDITCARE: Q1 FY27 CONCALL KEY HIGHLIGHTS • Direct Assignment (DA) income is expected to remain at 20–22% of standalone AUM annually. • The entire ₹1,573 crore ECB book is fully hedged, minimizing foreign exchange risk. • New branches typically reach break-even after around 1,000 customers. • Field leadership attrition remains zero, reflecting strong employee retention.
113
14
SATIN CREDITCARE: Q1 FY27 CONCALL KEY HIGHLIGHTS • Created a ₹36 crore management overlay to strengthen buffers against future credit cycles. Excluding the overlay, ROA would have been 4.34%. • Assam floods impacted a ₹149 crore portfolio, with ₹97 crore covered under NATCAT insurance. • Promoters will infuse ₹100 crore at a 17% premium to support subsidiary growth. • Marginal borrowing cost declined to 10.52%, supported by 77 lending partners and healthy liquidity.
142
15
SATIN CREDITCARE: Q1 FY27 CONCALL HIGHLIGHTS • Reported its strongest Q1 performance in the last 8 years and achieved the 20th consecutive profitable quarter. • Consolidated AUM grew 27% YoY to ₹15,935 crore. • Disbursements increased 56% YoY to a record ₹3,495 crore. • Consolidated PAT surged 172% YoY to ₹123 crore. • Standalone NIM improved to 14.66%. • GNPA improved to 2.2%, while NNPA stood at 0.3%. • Provision Coverage Ratio (PCR) remained strong at 115%. • Non-MFI portfolio increased to 19% of AUM, compared with 14% a year ago. • Reported strong growth across Satin Finserv and Satin Housing Finance. • Core Banking System implementation has been completed, with go-live expected in Q2 FY27.
123
16
MALLCOM INDIA: Q1 FY27 MANAGEMENT GUIDANCE • Maintained FY27 revenue growth guidance of 10–12%. • Continues to target ₹600 crore revenue in the near term, with a long-term aspiration of ₹1,000 crore. • SAN plant is expected to contribute around ₹40 crore in revenue during FY27. • Capex will focus on capacity expansion through new machinery, with no major investment in land or buildings. • India-EU and India-UK FTAs are expected to support export growth over the medium term. • European demand is improving, while the US market remains uncertain due to tariff-related concerns. • Port congestion impacted raw material sourcing and export deliveries during the quarter. • Rising raw material costs are being gradually passed on to customers, with faster pass-through in branded products.
107
17
MALLCOM INDIA: Q1 FY27 CONCALL HIGHLIGHTS • Revenue stood at ₹110 crore, down 25% QoQ due to weaker exports and disruptions in West Asia. • EBITDA remained at ₹14 crore, while EBITDA margin improved to 12.5% (+317 bps QoQ). • PAT increased 5% QoQ to ₹7 crore. • Domestic revenue reached a record ₹64 crore, up 10% QoQ. • International revenue stood at ₹46 crore. • Launched EN812-certified bump caps and certified flame-retardant (FR) workwear for global markets. • Smile Reseller Program expanded its network to 1,000+ resellers across India. • Improved efficiencies at the SAN plant supported margin expansion.
106
18
NUVAMA WEALTH: Q1 FY27 MANAGEMENT GUIDANCE • Cost-to-Income ratio expected to remain around 55% for FY27. • Asset Services revenue growth guidance maintained at 20–25%. • Asset Management business expected to move towards break-even by Q4 FY27. • Singapore operations expected to break even by FY27-end. • Offshore business targeted to contribute 5–7% of total revenue. • Second Real Estate Fund of ₹4,000–5,000 crore planned for Q3 FY27. • Private Credit Fund launch planned during late Q3 FY27. • REIT platform is under evaluation over the next 24 months.
116
19
NUVAMA WEALTH: Q1 FY27 CONCALL KEY HIGHLIGHTS • Private Wealth cost-to-income ratio is expected to improve to 60–62% over the next 3 years. • Temporary yield decline was due to insurance seasonality and MTM adjustments. • Increasing focus on fee-based advisory for large clients to improve client stickiness. • Lending business margins are expected to improve by 40–50 bps from current steady-state levels. • Investing in AI tools such as RM Buddy and Nuggets to enhance advisor productivity while retaining human-led UHNI advisory. • Pursuing global custodian partnerships to expand the institutional custody business.
126
20
NUVAMA WEALTH: Q1 FY27 CONCALL HIGHLIGHTS • Revenue crossed ₹900 crore for the first time. • PAT crossed ₹300 crore, marking a record quarterly profit. • Client assets crossed ₹5.56 lakh crore. • ROE remained strong at around 30%. • CRISIL upgraded the company's credit rating to AA/Stable. • Nuvama Wealth (Affluent/HNI) revenue grew 20% YoY. • Over 35% of new growth came from Tier-2 and smaller cities. • Nuvama Private recurring revenue assets grew 20% YoY to ₹58,000 crore. • The first Commercial Real Estate Fund closed at ₹4,000 crore, exceeding its target. • Asset Services revenue grew 34% YoY. • Fixed Income business delivered a strong performance during the quarter.
120