ria

CA. Hardik Kachchava

@hardik.kachava.3369
Rajkot
3+ Years of experience
SEBI Registration INH000022136
SEBI Registered Research Analyst - INH000022136. I am Chartered Accountant having a total 10+ years of experience in the field of Finance and Accounting and Stock Market. ... Read more
Trade Ideas
227
Opinions
628
Followers
121k

Expertise

Quantitative
Growth
Technical
Index Strategies
Market Commentary
Futures & Options
Technical Analysis
Trade Facts
Total Trades
0
Missed Trades
0
Profit Trades
0
icon0%
Accuracy
Ask me Anything

Got a question? Ask me and I will answer it. Stay curious, stay hungry!

Posts

shared an insight ⚡️ 10 hours ago
Investor Brief: Lenskart Solutions Block Deal & Operational
LENSKART
1. Block Deal Structure & Key Terms Seller Entity: Softbank Vision Fund (SVF) II Lightbulb (Cayman) Ltd. Stake Offered: Up to 2.6% equity stake. Deal Valuation: Approximately $300 million. Floor Price: ₹635 per share, representing an approximate 4.0% discount to the previous closing price (₹661.40). Lock-Up Restriction: A 45-day lock-up period applies to SVF II’s residual holdings. Shareholding Context: As of the June quarter-end, promoters held 18.0%, while public shareholding stood at 82.0% (including SVF II's 9.86% holding prior to the transaction). 2. Financial & Operating Highlights (Q1 YoY Performance) Revenue Expansion: Revenue rose 43.3% YoY to ₹2,714.18 crore (compared to ₹1,894.46 crore in Q1 FY26). Operating Leverage & EBITDA: EBITDA jumped 75.1% YoY to ₹588.48 crore (vs. ₹336.08 crore), with EBITDA margins expanding 400 bps to 21.7% (vs. 17.7%). Bottom-Line Surges: Profit After Tax (PAT) increased significantly to ₹228.43 crore, up from ₹61.17 crore in the corresponding prior-year period. 3. Market Context & Stock Performance Trading Momentum: Lenskart shares closed at ₹662.25, recently breaching the landmark ₹600 mark for the first time. Relative Returns: The stock reflects strong market momentum, gaining 18.4% over the past month and delivering a 51.0% gain Year-to-Date (YTD).
165
48
shared an insight ⚡️ 18 hours ago
Investor Brief: Regulatory Clearance & Operational Update
GHCL
1. Key Regulatory Milestone: Greenfield Expansion De-risked NGT Relief: The National Green Tribunal (Western Zone Bench, Pune) has dismissed all three appeals contesting the Environmental and Forest Clearances granted by MoEF&CC and the State of Gujarat. Project Scope: Greenfield soda ash manufacturing facility located at Village Bada, Taluka Mandvi, Kutch, Gujarat. Statutory Compliance: Regulatory disclosures confirmed zero violations or contraventions against GHCL, removing key legal overhangs and securing the regulatory path for capacity expansion. 2. Financial Highlights: Margin Resilience & Cost Optimization Net Profit Growth: Q1 net profit increased 32.0% YoY to ₹191.18 crore (vs. ₹144.78 crore in Q1 FY26). Revenue Performance: Total income stood at ₹798.01 crore (down 3.06% YoY from ₹823.19 crore), reflecting global pricing adjustments. Expense Management: Total expenses fell 5.4% YoY to ₹594.10 crore, driven by operational discipline, improved realizations, and lower raw material/input costs. 3. Strategic Outlook & Growth Catalysts Asset Base: Current soda ash manufacturing footprint at Sutrapada, Gujarat, maintains an installed capacity of 1.2 MTPA (second-largest domestic producer). Near-Term Commissioning: Adjacent Bromine and Vacuum Salt projects are in advanced stages of commissioning, scheduled for commercial rollout in Q2. Demand Fundamentals: Despite near-term global supply surplus and geopolitical freight volatility, long-term industry drivers remain solid across traditional sectors (detergents, container glass) and transition verticals (solar panel glass and lithium processing).
269
15
shared an insight ⚡️ 22nd Aug
NTPC Green Energy Ltd: Key Operational Win & Corporate
NTPC
1. Major Tender Win: SECI 500 MW Assured Peak Power NTPC Green Energy Ltd's wholly owned subsidiary, NTPC Renewable Energy Ltd (NTPC REL), has been awarded 500 MW contracted capacity under the Solar Energy Corporation of India’s (SECI-FDRE-IX) peak power tender. Discovered Tariff: ₹6.00 per kWh through competitive e-reverse auction bidding. Contract Scope: Part of a 6,000 MWh tender (1,500 MW supply for 4 peak hours daily) connected via the Inter-State Transmission System (ISTS). 2. Q1 Financial Performance Overview NTPC Green Energy demonstrated strong quarterly momentum across revenue and operational profitability: Key Financial Metric Q1 Results YoY Growth Revenue from Operations ₹1,106.9 crore +62.7% (vs ₹680.2 crore) EBITDA ₹988.7 crore +63.8% (vs ₹603.6 crore) EBITDA Margin 89.3% +60 bps (vs 88.7%) Net Profit Sustained growth +38.3% YoY 3. Strategic Corporate Initiatives & Expansion Commercial & Industrial (C&I) Expansion: The Board approved the incorporation of a dedicated Special Purpose Vehicle (SPV) to develop RE projects and enable captive/group-captive equity structuring for C&I clients. Consolidation of AP Joint Venture: Approved an in-principle investment of up to ₹28.78 lakh in AP NGEL Harit Amrit Ltd (JV with NREDCAP), raising the company’s equity holding to 51% and transitioning the JV into a majority-owned subsidiary. 4. Capital Markets Summary BSE Closing Price (Aug 21, 2026): ₹91.55 (-0.33% / -₹0.30), reflecting steady valuation alongside expanding capacity pipelines. Prepared for investor relations, board reviews, and financial stakeholders.
452
72
    Read More Posts →

    FAQ's

    What are the top stock recommendations by CA. Hardik Kachchava?

    up
    CA. Hardik Kachchava regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include LENSKART, GHCL and NTPC. Explore CA. Hardik Kachchava's complete list of posts and trade views on their StockGro profile.

    How can I follow CA. Hardik Kachchava's latest investment insights?

    up
    You can follow CA. Hardik Kachchava's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.

    What is CA. Hardik Kachchava's investment strategy?

    up
    CA. Hardik Kachchava follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.

    How long has CA. Hardik Kachchava been a SEBI-registered Research Analyst (RA)?

    up
    CA. Hardik Kachchava has been a SEBI-registered Research Analyst and have 3+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.

    Where can I see CA. Hardik Kachchava's past performance and stock picks?

    up
    You can check CA. Hardik Kachchava's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.

    How can I contact CA. Hardik Kachchava for stock market advice?

    up
    For stock market guidance from CA. Hardik Kachchava, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.

    What is CA. Hardik Kachchava's track record in predicting market movements?

    up
    CA. Hardik Kachchava has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.

    What is the SEBI Registration number for CA. Hardik Kachchava?

    up
    CA. Hardik Kachchava is a SEBI-registered Research Analyst with the SEBI Registration INH000022136. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
    Be Financially Free with StockGro