Thread by @NiveshwithRG

🧵 3 Stocks with 𝟏𝟎𝟎%+ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐆𝐫𝐨𝐰𝐭𝐡 in Q1 FY26

Quarterly results are out.
Winners & losers are clear.

But here are 3 stocks from Nifty 500 that posted massive revenue jumps.

Why so fast?
Is it sustainable?
Or a one-off spike?

Let’s decode 👇

1/ Chalet Hotels 🏨

Not just hotels, Chalet is a diversified hospitality & real estate play.
•𝟏𝟏 𝐡𝐨𝐭𝐞𝐥𝐬 | 𝟑,𝟑𝟓𝟏 𝐫𝐨𝐨𝐦𝐬 | 𝟏𝟏 𝐛𝐫𝐚𝐧𝐝𝐬 (Marriott, Accor, Hyatt)
•FY25 revenue mix:
•Hotels & Resorts → 𝟖𝟕%
•Commercial leasing → 𝟏𝟏.𝟐%
•Residential → 𝟎% (but kicked in FY26)

📈 Q1 FY26:
•Revenue: ₹895 Cr (+148% YoY)
•Net Profit: ₹203 Cr (+233% YoY)
•EBITDA: ₹357 Cr | 40% margins

👉 But 𝟒𝟖% revenue came from a one off residential project (Koramangala).

Excluding that:
•Hotels & Commercial → +27% YoY revenue
•EBITDA → +37% YoY

🔑 Takeaway: Core business solid, but real-estate boost is non-recurring.

⚠️ Risks: 𝟑𝟏% promoter shares pledged, low RoE vs peers.

2/ Netweb Technologies 💻⚡

The quiet enabler of India AI & Data Centre boom.

3 growth pillars:
•𝐇𝐢𝐠𝐡-𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐂𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠 (𝐇𝐏𝐂) → 𝟑𝟓.𝟓% rev | +54% YoY
•𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐂𝐥𝐨𝐮𝐝 / 𝐇𝐂𝐈 → 𝟑𝟓.𝟐% rev | +51% YoY
•𝐀𝐈 𝐒𝐲𝐬𝐭𝐞𝐦𝐬 → 𝟏𝟒.𝟖% rev | 2x YoY

📈 Q1 FY26:
•Revenue: ₹310 Cr (2x YoY)
•EBITDA: ₹45 Cr (+125% YoY | 15% margin)
•Net Profit: ₹30 Cr (2x YoY)

Highlights:
•Executed large AI defense order
•AI segment → +300% YoY | ⅓ of revenue
•Govt orders = 60% revenue
•Announced ₹734 Cr AI infra deal under India AI Mission

⚠️ Concerns:
•Receivables = 𝟑𝟎% of sales
•Weak profit-to-cash conversion (median 𝟐𝟑%)
•FY25 CFO = negative

🔑 Takeaway: AI = rocket fuel 🚀 but watch cash flows closely.

3/ PTC Industries 🔧✈️

A 56-year-old precision casting co. making critical aerospace & defense components.
Clients: Rolls Royce, GE, Siemens, Alstom, Emerson.
Exports = 𝟕𝟓%+.

Subsidiary: Aero Alloys Tech → aerospace-grade superalloys (rare globally).

📈 Q1 FY26:
•Revenue: ₹97.1 Cr (+117% YoY)
•EBITDA: ₹8.8 Cr (−13% YoY)
•Margins: 21.4% → 9%

Why?
•Costs +140%
•Depreciation doubled
•Inventories ↑ 181% (₹74 Cr → ₹208 Cr)

⚠️ Net profit margin slipped → 5.3%
⚠️ Weak cash efficiency: Net profit ↑ 67% CAGR (3 yrs) but CFO ↑ only 5.4% CAGR.

🔑 Takeaway: Strong demand, but cost pressure & poor cash flows are red flags.

Final Thoughts 💡
•Chalet Hotels - Hospitality play with one off real estate boost.

•Netweb Technologies - Riding India AI wave, but execution = key.

•PTC Industries - Global defense supplier, but efficiency must improve.

3 companies. 3 different growth stories.

👉 Which one would YOU bet on for the next 5 years? 🤔

#India #StockMarketIndia #StocksInFocus #StocksToWatch