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🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 31

#Best_AgroLife

Equity: 24Cr💚
FV: 10💚
Debts: 265Cr
CashnEquiv % toTotalAssets:
4%
Current Ratio: 1.4

Expected:
PAT Margins: 9%
ROCE: 61%💚
Np2Eq: 10💚
Expected EPS Fy23: 68💚
1 Yr Forward PE: 16💚
CMP: 1105

#Highly_Undervalued

Incorporated in 1992, #BestAgrolife has been servicing agrochemical industry of India n international mkts, wth niche product offerings

Research-driven Co offer high-quality, innovative, effective crop-protection n food safety solutions to farmer n serve d globe thru agriculture

Investor #ashishkacholia picks stake in #BestAgroLife n Stock hits 20 percent upper circuit yesterday.

#BulkDeals

#BestAgrolife

Read 6 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 27

#Tejas_Networks

Post 5G spectrum auctions, Co expect to see a multi-year capex spend cycle for building both wireline and wireless infrastructure.

Deployments of next-generation radio products, 5G will also require significant increase in cell-site fiberization and augmentation of optical backbone capacities which augur well for the business of #TejasNetworks.

With strong order book of 1158 Crs advance inventory actions, the mgmt of #TejasNetworks expects to see better revenue performance in the coming quarters.

Read 8 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 26

Satellite Co & broadband services firm #Intelsat had announced the beginning of Intelsat’s #inflight connectivity services in Indian skies thru an agreement with #Tata Group satellite services firm #Nelco_Ltd

Intelsat’s airline partners and flyers will enjoy end-to-end broadband coverage on domestic and international aircraft flying to and from an Indian airport as well as the aircraft flying over the country.

India’s domestic airlines is a fast-growing airline market and there is considerable untapped potential for IFC growth.

Read 5 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 25

#DataPatterns to hv 1000 Crs Orders with EBITDA margin of 40%+

In anticipation of Contracts Co is expecting n going ahead for future, Co is:

a)Putting large infrastructure for system integration

b)Doubling Production Capacity for manufacturing Electronics, Assembly n Testing

#DataPatterns recently reported strong Q1, however big highlight is the doubling of order book to more than Rs1000cr. This gives strong visibility and the runway for growth is becoming longer and longer.

#DataPatterns maintaining revenues growth of 25-30% YoY.

Read 5 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Jun 12

#TataElxsi is now on the way to become TCS of ER&D stocks as last 7 quarters Co hv been consistently growing sequentially.

Compared to the last financial yearr, Co is starting with a much healthier order book this financial year.

Last quarter’s attrition no's were better than the overall industry.

Attrition has been a reality
for the last 30 years since Co's have been in existence. It has peaked at certain times, and it has dropped at certain times.

Fixed price project which is 54% of the total delivery is helping Co in terms of the bottom line as they are
able to execute and perfectly deliver those projects on time. It is also helping Co in terms of
realizing better rates.

Read 19 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Jun 12

As covid breakout news coming in China since few time n after that cases started coming in India as well, i exited EMT along with RateGain for time being few days back..as i feel these stocks likely to underperform n i hv other potential opportunities in my mind

Also if i buys anything its not that buy n sit tight.....i continuously churn based on latest developments happening

In bearish markets i am avoiding high valued PE stocks n churning them into comparatively low valued PE stocks after recent correction

Read 13 tweets

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🇮🇳 Parveen Bhansali

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