Results Season has started #Q4FY25

Here is a way to track results effectively:

Find Multi-Baggers Using Screener 💸

Make sure you don't miss it⬇️

A Thread 🧵 Screener provides a lot of customization & is super helpful in tracking quarterly results and generating new ideas

It offers various options to filter companies with good results

You can filter in terms of:

- Market Cap
- Sales Growth
- TTM P/E Multiple
- Qtr PE

Qtr PE (Price to Quarterly Earnings)
Formula : CMP/(EPS latest quarter *4)

Here is an example 👇

Premier Energies "IPO Opens Today" GMP ~ 75 %

Lot of Companies in 'Solar sector' gave multibagger returns in the last few years

☀️Solar is the next big thing ~ with strong government backing and falling costs

Premier Energies is poised to benefit from this growth

Lets find it out why🧵 Tailwinds in the sector

Indian Government have given ambitious targets to achieve 500 GW of clean energy by 2030

Almost 300 GW will come from solar

Solar Capacity Additions is likely to double over next 2-3 years

Ultimate Investing Guide 👇

Thread on Fundamentals 💸

Everything for free, no need to take courses worth lakhs 🔖

Thread 🧵 ⭐Key Fundamental Metrics to Track

Companies Guiding for 40-50 % CAGR💹

40 % CAGR --> 2 X Revenue in 2 years👇

Top Stocks to add in watchlist💸

A Thread🧵 🔸SKY Gold

Engaged in Designing, Manufacturing and Marketing of gold jewellery, works on B2B model with leading Jewellery Retailers.

- FY24 REV : 1745 Cr
- E FY27 REV : 6300 Cr (50 % CAGR)
- RoCE > 25 %
- PAT Margins - 3 %

- Export Contribution to increase to 30 % vs 12 %
- Acquired Starmangalsutra & Sparkling Chains to expand product portfolio.

How to Track " Super Investors " using Screener ?

This has helped me a lot in my investing journey

Screened a lot of Multi baggers through tracking portfolios💹

A Thread🧵 1⃣First Step

Visit Screener on the website/app

Click "Latest Filings"

VALUATIONS Simplified💹

Find Multi-Baggers 💸

Topics covered:👇

- P/E
- EV/EBITDA
- P/B
- Mcap/Sales
- EV/OCF, FCF
- PEG Ratio
- Forward Valuations

The most important concept
(Everything you need to know, Bookmark🔖)

A Thread🧵 ~ P/E Ratio

(1/8)

Make the Most Out of the P/E Ratio💹

Find Multi-Baggers Using P/E Ratio💸

The most important concept
(Everything you need to know, Bookmark🔖)

Topics covered:👇

A Thread🧵 ~ P/E Ratio
~ Earnings Yield

(1/15)

Prestige Estates - Concall Highlights & Future Outlook⚡️

FY25
- Pre Sales Growth: 25-30 %🔥
- Launch Pipeline: 72,000 Cr💹

Pre Sales: 48 % CAGR🔥
- 2020 : 4,377 Cr
- 2024 : 21,040 Cr (4.8 X)
E 2025 - 26,000-27,000 Cr

Annuity Portfolio:🔥
-> 4000 Cr by FY28

Thread👇

#PRESTIGE FY25 💹
Pre Sales Guidance - 26,000 -27,000 Cr
Indicating 25-30 % Growth

Huge Pipeline of 72,000 Cr✅
Launches 60,000 Cr + 12,000 Cr Inventory

May surprise on upside
Even the absorption is half it translates to 36,000 Cr
May surpass 30,000 Cr🔥

Management have a track record of surpassing guidance

FY24 guided for 18,000-19,000 Cr
Delivered 21,000 Cr🔥

Entire Real Estate Sector Covered🌇

MEGA THREAD on REAL ESTATE🏠

- Detailed Analysis of 10 Companies✅

- Future Guidance & Outlook💹

- Real Estate Tracker, Valuations✅

Everything You Need to Know..👇 1.Macrotech Developers - Solid Results💹

FY25 Guidance - Strong🔥
- Pre Sales : 17,500 Cr
- OCF : 6500 Cr
- New Project Additions : 21,000 Cr
- D/E < 0.5

- ROE 20 %
- Pre Sales 20 % Growth
- Expand Rental Portfolio to 500 Cr by FY26
1500 Cr by FY31
- Embedded EBITDA Margins - 30 %

FY24
- Pre Sales🔼20 % - 14,520 Cr
- Embedded EBITDA Margins - 30 %
- GDV Addition - 20,300 Cr, Launches 11.7 msf
- Steady OCF - 5700 Cr

Solid Track Record
Pre Sales growth 34 % CAGR for last 3 years
Net Debt have reduced from 16000 Cr ~ 3000 Cr
Massive improvement in Leverage

Total Addition of 55,000 GDV in last 3 years
Net Debt - 3010 Cr, D/E - 0.17

OSIA HYPERMART - Potential Multibagger?💹

Largest Retail Chain of Gujarat (Mini Dmart)🛒

OSIA: Mcap - 300 Cr (0.1 % of DMART)
- P/E - 15
- P/Sales - 0.25

DMART: Mcap - 3 L Cr
- P/E - 120
- P/Sales - 6

Let's find out, Detailed Analysis👇 Solid Results #Q4FY24🔥
Multi-fold increase in PAT due to operating leverage

#Q4FY24
REV🔼66% - 312 Cr
PBT - 8 Cr vs 2 Cr
PAT - 4.7 Cr vs 1 Cr🔥
CFO - 12.7 Cr vs (32 Cr)
This year CFO turns positive

How I Made 1 Cr + In My Investing Journey

All you need to know about the Tools and Strategy I used
Guide To get Started

All my secrets revealed👇

Detailed Thread 🔸🧵🔸

Diwali Bonus- 10 Stocks (At the End)
Happy Diwali!🛕🪔🎆 There are a lot of metrics and ratios we have to see as an Investor
Some Key Checks Include:-

~ Revenue and Profit growth: Look for consistent revenue and profit growth over the past few years. (Like we can see below)

Secular the growth, better the company