Student at Finnacle Investment Academy
Joined September 2021
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Sujal Chandaliya retweeted
#CNBCTV18Market | JPMorgan On #UPIMDR: Small P2PM merchants with UPI QR receipts up to ₹1 lk/month remain exempt. Essential sectors-railways, telecom, insurance, fuel & agri inputs, carry flat ₹5/transaction fee. Rev expected to support payment infra, rural/semi-urban expansion, cybersecurity & AI fraud detection. Customers remain protected, no UPI payment charges
Sujal Chandaliya retweeted
Monolithisch India stock at life high.
Backward integration: Co has secured a quartzite stone block in Nawada, Bihar
Capacity: Government of Bihar has auctioned this with a mining capacity of 7,10,000 MT per annum over the 5-year lease term
Timeline & Capex: Allocated for a period of 5 years at a winning bid of ₹157 cr.
Co's Rationale: Strengthens backward integration, secures raw material supply & could significantly lower costs as the company scales its consolidated silica ramming mass capacity towards 5,76,000 MT
@CNBCTV18Live
Sujal Chandaliya retweeted
#1QWithCNBCTV18 | #PIIndustries Says, From Concall:
👉Maintain FY27 growth guidance
👉Maintain FY27 revenue growth guidance of low-single digit growth
👉To launch 4-5 new molecules in FY27
👉Pharma biz on track for aggressive growth across Brazil, Mexico, Europe & US
👉Order book sequentially stable at $1.2 bn
Sujal Chandaliya retweeted
#1QWithCNBCTV18 | Mahindra Logistics reports its Q1 results;
Net Profit At ₹25.4 Cr Vs Loss Of ₹11 Cr (YoY)
Revenue Up 23.3% At ₹2,003 Cr Vs ₹1,624.6 Cr (YoY)
EBITDA Up 51.6% At ₹115.7 Cr Vs ₹76.3 Cr (YoY)
Margin At 5.78% Vs 4.70% (YoY)
Sujal Chandaliya retweeted
#CNBCTV18Market | PI Ind In Focus
Kumiai has raised half-yearly guidance, but maintains full-year guidance given in December 2025
Alert: Kumiai Is One Of PI Industries' Largest Overseas Clients
Kumiai Has Maintained Full-Year Forecast Announced On December 12, 2025
Sujal Chandaliya retweeted
We have created a master investing e-book that can be obtained for free!! This E-book contains investing framework of some of India's most accomplished fund managers & CIOs.
Kindly tag others in the comment section below & Retweet this thread and we will DM you.
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Sujal Chandaliya retweeted
We have created a comprehensive Revenue Checklist pdf explaining step-by-step process of how to go about analysing Revenue line item. A must read for any Analyst with More than 20 Indian case studies.
Kindly Follow & RT (BOTH) & we will DM you the pdf.
Came across something interesting while analysing the Mutual Fund Scheme Information Document of Aditya Birla Sun life Balanced Advantage Fund.
So basically, it says, the scheme cant invest more than 5% of NAV in any other Mutual fund schemes of same or other house.
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ALT SID Screenshot of Aditya Birla Sun Life Balanced Advantage Fund
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If you take a look at the latest Fund Factsheet, the Fund house, seems to have invested more than 8% in their Liquid Fund.
Now, one can understand they sitting on cash due to volatile markets, however..
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ALT Scheme Factsheet with data as of 30th Sept 2021
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How can the house contradict what the SID states?
Please correct me if i am wrong in my interpretation.
@shailesh_bhala @_Mutual_Funds_ @pvsubramanyam @abslmf @TheMFGuy1