Anand Parekar

Companies that I'll analyze in Q4FY26 result analysis series long/short video format are:

1. India Shleter
2. Capri Global
3. KEI
4. SW Solar

#q4fy26 #results #q4fy26earning

2 days ago | [YT] | 5

Anand Parekar

बरसात आते ही, मेंढक जैसे उछलणे लगते है,
वैसेही, आज कुछ हालत Adani के Stocks की है !

Modi हे तो मुम़किन है!!

#election #modiwave #Adani #adanibports #adanipower

2 days ago | [YT] | 1

Anand Parekar

Q4FY26 India Shelter: Slight Miss on AUM growth but Asset Quality Improves

If you plot a trend of GNPA in FY26 it had gone up from 1% to 1.2% to 1.5%, also NNPA inched up from 0.8% to 0.9% to 1.2% by Q3FY26

Additionally 30+DPD was inching up slowly to 3.1% to 4.5% to 4.7% to 5%.

Q4FY26 changes this trend

Asset quality improved GNPA back to 1.2%, NNPA 0.9%, 30+DPD falls to 4%, collection efficiency improved to 100%

So, good turnaround in asset quality, but is it one of or sustainable trend? - Concall can give more clarity.

and Not to forget - growth slowed as asset quality was focus - so many companies but same old story - how many times we see this - ALWAYS.

AUM growth at 29% is slowest in probably 8 quarters for India Shelter - but Still this could be best growth in its segment by any company I believe (I'll wait to see what Home first finance does)

So nothing much to worry - but Concall will again be key to understand ground situation

Stay Tuned!

#q4fy26 #housingfinance #indiashelter #homefirstfinance #growthstocks #affordablehousing

4 days ago | [YT] | 3

Anand Parekar

What can better define consistency than SBFC results

FY26: AUM: +29%, Branches (+46), GNPA: 2.61% (-13 bps), PAT: +31%

Q4FY26: AUM: +29%, Branches (+21), PAT: +31%

concall will give details about ground reality of MSME stress and growth outlook for FY27

Stay Tuned!

#sbfc #nbfc #msme #growthstocks #msme #q4fy26

1 week ago | [YT] | 6

Anand Parekar

The numbers from Persistent are worth noting given the situation

Q4FY26: Rev: CC Growth: +16.2%, INR Growth: +25%, PAT: +34%

FY26: Rev: CC Growth: +17.4%, INR Rev Growth: +24%, PAT: +33%

And this is 24th sequential quarter of revenue growth

First of all it is adapting quickly to AI solutioning - deeply focused on product & platform building rather than just traditional software servicing and has witnessed growth in all 3 verticals Hitech, BFSI & Healthcare- Lifesciences.

- It continues to garner deal wins, $600 mn in Q4

- Margins are intact, EBITDA%: 16.3% (+70 bps YoY), PAT%: 13.1% (+90 bps YoY)

- Continues hiring folks, though at slower pace now

No doubt there is slightest slowdown vs what it used to earlier in terms pace of revenue growth but it can see uptick as situation improves globally.

Rupee depreciation also helps get boost in rupee terms but can't deny good underlying growth in its overall business.

#persistent #q4fy26 #midcapIT #highgrowth #ITcompany #results

2 weeks ago (edited) | [YT] | 3

Anand Parekar

Evident Bullmarket : Power Stocks

Get Up -> Watch Power Stocks Move & Be Happy if You have in Your Portfolio -> Sleep

That's the kind of relentless move witnessed currently across Power related companies especially equipments/ infra supporters

It's long term trend and wars and turmoils have made energy security way more important than ever and AI is adding fuel to the fire...

Q4fY26 results coverage start this weekend...
Stay tuned!

#Power #energy #kei #polycab #tdps #taril #transrail #qualitypower

2 weeks ago (edited) | [YT] | 5

Anand Parekar

#Middleeastwar

Attack on water infra is the troublesome escalation.
Major damage to such infra will only make things worse - war over water is the last thing you want to see as it can potentially force more countries to jump in.

This is what I had pre-empted in last video about war & investing. Because there are enough mischievous parties involved, itching to make most of the situation

Sit tight, as no respite yet in sight..

#notthetimetoleverageyet #iran #war #water #desalination

1 month ago (edited) | [YT] | 4

Anand Parekar

India is that child in a school that is above avg. but situation demands you to be topper in every subject as of now...

India despite advancement seems vulnerable on so many fronts with oil/gas dependence, low manufacturing base, lack of readily available rare earths, chips.

Anything blows and we are caught off-guard

That though is changing but pace is very slow...

#India #War #middleeast #oil #imports

1 month ago (edited) | [YT] | 5

Anand Parekar

Bharat Electricity Summit 2026 Announcements:

1. Material change in the energy basket with solar, wind & hydro growing meaningfully vs traditional methods such as coal (PFA).

2. Overall power generation capacity to more than double by 2036 to total 1121 GW, out of which Solar will 509 GW (~50%), Coal (~28%, down from 45% contribution as of now), Wind (~14%) will be third largest segment

3. New transmission lines ~1,37,500 km transmission lines to be setup and 8,27600 MVA substation capacity to be installed

While, this happens old transmission lines may as well need upgrades

In a Nutshell, any company aiding in this journey benefits with better demand - likes of equipment manufacturers - like transformers, power equipment & power systems, cable & wires also EPC players catering to this space.

There could be near term hiccups due to raw material cost spike, but don't forget this theme will play out over next decade

#power #renewables #transformers #powersystems #kei #polycab #transrail #qualitypower #taril #tdps

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1 month ago (edited) | [YT] | 6

Anand Parekar

Ek baat toh pakki he, jis tarah se garmi ka season start hua he and it's just the initial days - is baar ka situation last year jaisa nahi he

If you recall last year La Nina effect tha - Garmi thodi kam thi, monsoon jaldi start ho gaya and above normal monsoon tha, prediction for this year as of now are for rain deficit and strong summer - effect of El Nino.

Electricity demand has hit 15-year high in month of Feb already!!!

And understand this will remain till June, until rains start if incase starts on time so effect would be till Q1FY27

Moral of the story this would be positive for dependent businesses
1. AC/ Fridge makers/ Retailers - Blue Star, Aditya Vision
2. Beverage Companies - VBL
3. Fans/ Wire makers - Polycab/ KEI/ RR Kabel
4. Power related businesses again - TARIL, Transrail

No Stock Reco - sharing just the though process

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1 month ago (edited) | [YT] | 6