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I live & breathe markets | Research Analyst @NDTVProfitIndia

Joined March 2024
Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)Photo by Parth Goyal (@StocksRoyale1)
Happy to share that I’ve joined @NDTVProfit as a Research Analyst. Grateful for the opportunity and excited for the journey ahead.
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Parth Goyal retweeted
Vodafone Idea In Focus – Positive Readthrough for Indus Towers Capex intensity to remain high in the coming quarters Will be closing on bank debt funding, most likely by next quarter Hope to give positive news on bank debt raise next quarter #VodafoneIdea #IndusTowers
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Parth Goyal retweeted
Grasim – Big Margin Miss EBITDA margins at 3.9% vs 5.5% est #GrasimIndustries
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Bharat Dynamics In Focus – Margins will normalise in coming quarters Analysts Say Margins lower owing to delivery of ground support equipment Ground support equipment is a zero-margin product Higher inventory level adjustment owing to the same Margins will normalise in coming quarters #BharatDynamics #BDL
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Parth Goyal retweeted
🚨MSCI November Rejig Announced! Inclusions: Adani Green, LIC, Coforge, Meesho Exclusions: PI Industries Estimated incremental passive inflows of around USD 2 billion. India weight in MSCI EM Index to rise from 11.5% to 11.7% Source: Nuvama Alt #stocks #nifty #msci
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Parth Goyal retweeted
Manappuram Finance In Focus – MFI subsidiary reports strong Q2 Asirvad MFI, a subsidiary of Manappuram, Q2 at Rs 32 cr vs Morgan Stanley est of Rs 18 cr PAT of Rs 32 cr vs loss of Rs 155 cr last year; profit up 52% QoQ Pre-provisioning operating profit up 155% YoY to Rs 113 cr GNPA 4.61% (-18 bps QoQ) NNPA 1.11% (-31 bps QoQ) Provision cover of 77% was higher (+525 bps QoQ) #ManappuramFinance
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Parth Goyal retweeted
Nifty is back to pre US-Iran war levels @StocksRoyale1 🚀🚀🚀🚀
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Parth Goyal retweeted
SBI Life – Positive IRDAI Sets Up Two Expert Panels to Draft IndAS-Aligned Risk-Based Capital Positive for SBI Life Analysts say SBI Life has 51% ULIP linked policies #SBILife
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Parth Goyal retweeted
FII flows are coming – so which stocks should you look at? After persistent selling, FPI flows have turned positive recently. Jefferies says a potential AI-trade reversal, any equity tax relief, resilient domestic macro, reasonable large-cap valuations and light positioning could sustain the flows. The brokerage sees large caps as the cleaner play on an FPI return, given more reasonable valuations, higher liquidity and FPI ownership. Stocks to watch: RIL, HDFC Bank, Axis Bank, Kotak Mahindra Bank, UltraTech, Max Healthcare, Varun Beverages, JSW Energy, DLF, Indian Hotels and Sona BLW. Source: Jefferies India Strategy Note #Nifty #options #stockmarket #stocks
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HAL - Could Recover In Trade Air Force has not even given orders for Tejas Mk2 The undercarriage issues and delay mentioned in NDTV podcast is on the AirForce side The issues mentioned are not Hindustan Aeronautics related Zero impact on HAL, as orders are not yet floated HAL's order book at the end of FY26 stood at Rs 2.5 lakh cr #HAL
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EPack Prefab Technologies Maintains FY27 guidance • Revenue: Rs. 1,900-1,950 crore • EBITDA Margin: 10.5% • PAT Margin: 6-6.5% • Capex: Rs. 150 crore • Working capital days: 40
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Hikal Reiterates full-year guidance of mid-teens revenue growth & substantial improvement in profitability.
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Good numbers from SBI
SBI - NIM and Slippage seems good Domestic NIM 3.11% vs est of 2.89% Slippage Ratio of 0.5% #SBI
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Taurian MPS Targets toplline growth of 45-50% CAGR over the coming years.
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Raymond Realty FY27 guidance: • 20% growth in pre-sales • EBITDA margin of 17-19% • PAT margin of 9-10% • ROCE of 20% Maintained it... no changes.
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Kanohar Electricals Maintains FY27 revenue guidance of Rs. 950 crore. Margins to stay similar to FY26
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Happiest Minds Tech Maintains aspiration to achieve $1 billion revenue by FY28. Context: Post merger with ITC Infotech, last qtr they preponed the target from FY31 to FY28.
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Rites A big Rs. 400 crore order Execution period of 12 months
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Granules concall highlights: • Current growth rate to continue in H2 • Gagillapur Ops not affected by US FDA • FDA Observations on Gagillapur addressable
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Kewal Kiran Clothing Vision 2028 • Revenue: Rs. 1,500 crore. • Margins: 17-18% • EBOs: 800 FY26 revenue was Rs. 1,200 crore. So only 25% growth in 2 years?
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Doms Industries Maintains sales growth guidance of 18-20% for FY27
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