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.
Больше📈 Аналитический обзор Telegram-канала Fundamental Analysis (Long term)
Канал Fundamental Analysis (Long term) (@fundamental3) языкового сегмента Английский является активным участником. Сейчас сообщество объединяет 45 273 подписчиков, занимая 2 544 место в категории Экономика и финансы и 8 404 место в регионе Индия.
📊 Показатели аудитории и динамика
С момента создания невідомо проект демонстрирует стремительный рост, собрав аудиторию из 45 273 подписчиков.
Согласно последним данным от 29 июля, 2026, канал показывает стабильную активность. За последние 30 дней изменение числа участников составило -76, а за последние 24 часа — 0, при этом общий охват остаётся высоким.
- Статус верификации: Не верифицирован
- Уровень вовлечённости (ER): Средний показатель вовлечённости аудитории составляет 7.43%. В первые 24 часа после публикации контент обычно набирает 5.02% реакций от общего числа подписчиков.
- Охват публикаций: В среднем каждый пост получает 3 366 просмотров. В течение первых суток публикация набирает 2 275 просмотров.
- Реакции и взаимодействия: Аудитория активно поддерживает контент: среднее количество реакций на один пост — 5.
- Тематические интересы: Контент сосредоточен на ключевых темах, таких как margin, revenue, capacity, expansion, fy27.
📝 Описание и контентная политика
Автор описывает ресурс как площадку для выражения субъективного мнения:
“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.”
Благодаря высокой частоте обновлений (последние данные получены 31 июля, 2026) канал поддерживает актуальность и высокий уровень охвата публикаций. Аналитика показывает, что аудитория активно взаимодействует с контентом, что делает его важной точкой влияния в категории Экономика и финансы.
45 273
Подписчики
Нет данных24 часа
-377 дней
-7630 день
Архив постов
PIRAMAL PHARMA Says
Expect Healthcare Biz To Grow In Mid-Teens In Q2
Consumer & Healthcare Biz Showed Impressive Growth
Growth Triggers for Senores Pharma.
Can do 2500 to 3000cr sales in 3 to 4 years.
58 approved ANDAs. 35 more launching in next 1.5y.
Apnar at 80-90% utilization, adding line 3 with line 4 planned.
FY27 PAT growth guidance at 50-60%.
Launching two US sales subsidiaries this year.
Thangamayil Jewellery Says - CNBCTV 18
Hopeful Of Demand Recovery In H2
Q2 Started On Muted Note On West Asia & Hopes Of Gold Price Moderation
Gold Volumes Are Up 9%, Diamonds 23% In Q1 - CNBCTV 18
Chennai Showrooms Have Been Doing Well
RAMANI DATHI, TEAMLEASE SERVICES
Have Seen Positive Trends In IT Services, Was Lagging For The Last 3 Years
IT Cos Are Looking To Hire Employees With Al/ML Skill Sets
Early Hiring Trends Are Soft In Retail & FMCG Due To Delayed Monsoons
Overall Hiring Trends In Non-IT Could Be Lower Than FY26
Have Seen An Impact Of Al On Coding & Traditional IT Jobs In The Last Few Qtrs
KRISHNA CHIVUKULA
INDO-MIM
Focus Is On Aerospace, Defence Equipment Biz
Well-aligned To Focus On Strong Growth In Aerospace, Defence Equipment Segments
Land-Based Gas Turbines, Jet Engines Are Approx A $50-60 Bn Addressable Market
Defence, Medical & Aerospace Verticals Have Seen Strong Demand
Will Achieve 10-15% Growth Over 5 Years
AEQUS ARAVIND MELLIGERI
Have An Order Book Of Over $1 Bn, Up Over 10% QoQ
Capex Seen At ₹660 Cr
Consumer Electronics Will Be A Growth Area For Co
Risk Mainly Emanates From Supply Chain Issues Due To The West Asia Crisis
Growth Triggers for Indo-MIM.
World's largest MIM manufacturer, 6.8% global market share. No listed peer in India.
portfolio of more than 9,000 Products.
Makes turbine engine castings through investment casting.
gas turbine makers booked for years on data centre power demand, castings are the bottleneck.
Foldable hinge JV with a South Korean partner.
Backward integrating into metal powder, a key raw material for MIM.
Can do around 870cr PAT by FY29 (my estimates)
Quess Corp Guidance
Management targets a healthy growth trajectory:
Headcount +10–13%
Revenue +13–15%
PAT +19–20%
Medium-term margin: 2.4–2.5%
KPIT TECHNOLOGIES: MANAGEMENT COMMENTARY
• Competition from China impacted business in Japan and Europe
• Middle East war acted as a major headwind during Q1
• Q1 was impacted by higher costs, salary cuts and order cancellations
• Company is focusing more on automotive software and larger OEMs
• Expects H2 FY27 to be stronger than Q1, with growth led by Q4
Syrma SGS Update
Management Commentary
- FY27 revenue growth above 30%.
- Expects to beat guidance by 10–15%.
- Export guidance maintained at ₹1,500 crore.
- Strong growth expected in automotive.
- Memory price pass-through may lag.
- Middle East disruption impacts supply.
Growth Impact
- Strong revenue outlook.
- Export momentum remains robust.
- Supply risks under watch.
India’s Precision machining + Auto Parts strengths lie in its lower labor and land costs; China remains most competitive despite rising wages; other developed markets lead on manufacturing infrastructure and IP protection
MTAR Technologies Update
FY27 Growth Outlook
- Reiterated 80% revenue growth guidance.
- EBITDA margin guided at 24% ±100 bps.
- Expanding Aerospace & Defence presence.
- Entering data centre infrastructure.
- Focus on critical technology indigenisation.
Growth Impact
- Broadens product portfolio.
- Deepens existing customer business.
- Adds new global customers.
TTK Prestige says
Confident after a strong Q1, with demand remaining healthy.
FY27 Guidance: Revenue +15–20% with margins stable at these levels
✅ Shift from unbranded to branded cookware
✅ Faster replacement cycles, supporting steady demand
Capri Global says
Gold Loan Business
🪙 Delinquencies remain under control
🪙 LTV at 71%.
🪙 Per-branch AUM at ₹19 cr
Guidance: Maintain NIMs, ROA at 4.5% & ROE around 20%–21% range
PUNITA KUMAR SINHA
PACIFIC PARADIGM ADVISORS
The Hype Around Al Is Settling Into A Reality Check
China Developing Al Models At Much Lower Costs Vs US
See Foreign Investors' Investments Coming Back Into India
Financials Posting Good Results, NBFCs Strong Compounders
Have A Positive Outlook On Diagnostic & Healthcare Names
Reversal Of Al Trade Will Get FII Flows Back To India
Biggest Risk For Flls To Invest In India Is The Currency
India Is Looking Attractive In The Emerging Market Theme
CHOLA FINANCE - CONF CALL
Management guided a minimum 3.5% pre-tax ROA for FY27 with potential for improvement.
Asset quality showed only mild seasonal deterioration (Stage 2 improved 33 bps YoY, Stage 3 up 13 bps YoY, net delinquency improved 20 bps YoY); management remains confident of continued improvement through FY27, citing strong July trends and no visible stress from macro risks (weak monsoon, geopolitical tensions) as of now.
Disbursement recognition methodology was changed (from cheque handover to cheque clearance/bank debit date) starting this quarter, temporarily lowering reported disbursement growth in LAP, home loans and used vehicles (like-for-like growth still ~20%+); management expects this alignment effect to normalize from Q2 FY27 onward
More than 500 Concalls Highlights
@Concalls3
Happiest Minds Tech: Guidance - - Concall Update
• Management continues to focus on achieving its FY27 revenue guidance of 12.5% growth, supported by a strong start to the fiscal year.
• This FY27 guidance implies a strong compounded quarterly growth rate (CQGR) of around 5% for the remaining three quarters, requiring conversion of pipeline deals.
• The FY27 guidance does not include any potential acquisitions but accounts for deals already secured.
• Achieving the guidance relies on converting mid- to large-size deals in the pipeline, with some expected to start generating revenue in Q3 and Q4.
• The aspiration for 15% growth in FY28 remains unchanged, with the FY27 performance intended to set a strong platform for this future growth.
More than 500 Concalls Highlights
@Concalls3
