Priyam Mehta
@priyam.mehta.3399
Jodhpur
3+ Years of experience
SEBI Registration INH000019239Hi, I'm Priyam Mehta from Jodhpur, Rajasthan. With 3+ years of market experience, I post insights and trade ideas in Equity and Options. Do follow along.
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Posts
shared an insight ⚡️ 16 hours ago
ideaForge: Defence drone demand and order execution in focus
IDEAFORGE ideaForge: Defence drone demand and order execution in focus
ideaForge Technology Limited (NSE: IDEAFORGE) develops unmanned aerial vehicles (UAVs) for defence, homeland security and industrial applications. Growing demand for indigenous drone technology creates opportunities as India strengthens its domestic defence manufacturing ecosystem.
**Why it matters:** Surveillance, reconnaissance and border-security requirements can support demand for specialised drones. However, defence procurement cycles are long, and order execution, customer concentration and competition can affect revenue visibility.
**My view:** ideaForge's long-term opportunity depends on converting its technology capabilities into repeat orders and consistent commercial revenue. A strong product portfolio is important, but manufacturing scale, after-sales support and cash-flow management will determine business sustainability.
**What to watch:** Defence order inflows, order-book execution, new product launches, export opportunities, operating margins and working-capital requirements.
**Stance:** India's indigenous defence-drone opportunity is promising, but consistent order conversion, profitability and valuation remain key considerations.
Disclosure: I am a SEBI Registered Research Analyst. This content is for educational purposes and is not a recommendation to buy or sell any security.
shared an insight ⚡️ 20 hours ago
Lending AUM Surges 154%, Operating Profit Jumps 85%
JIOFIN Jio Financial Services: Lending AUM Surges 154%, Operating Profit Jumps 85%
**JIOFIN** Jio Financial Services reported strong operating growth in Q2 FY27, with consolidated total income (excluding dividend income) increasing 132% YoY to ₹1,699 crore.
**Why it matters:** Pre-Provisioning Operating Profit (PPOP) rose 85% to ₹574 crore, while Jio Credit's net profit increased 140% to ₹120 crore.
The lending business continued its strong expansion, with Assets Under Management (AUM) growing 154% to ₹37,320 crore. Jio BlackRock AMC's AUM increased 57% to ₹22,746 crore.
The payments business also recorded growth, while Bank of America agreed to acquire up to 49.9% in Jio Credit, subject to regulatory approvals.
**My view:** Rapid lending growth, the BlackRock partnership and expansion across financial services create significant long-term opportunities. However, building sustainable profitability remains important.
**What to watch:** Loan growth, asset quality, NIM, credit costs, AMC AUM, payments business and Bank of America investment.
**Stance:** Jio Financial has strong growth potential in India's financial services market. Execution, profitability and valuation remain key factors.
**Disclosure:** I am a SEBI Registered Research Analyst. This content is for educational and informational purposes only and is not investment advice or a recommendation to buy or sell any security. Investments are subject to market risks.
shared an insight ⚡️ 13th Nov
Lodha Developers: Net Profit Jumps 28%, H1 Profit Surges 63%
LODHA Lodha Developers: Net Profit Jumps 28%, H1 Profit Surges 63%
Lodha Developers reported a strong Q2 FY27 performance, with consolidated net profit increasing 28% year-on-year to ₹1,013 crore, while revenue grew 18% to ₹4,468 crore.
**Why it matters:** Pre-sales increased 10% to ₹5,037 crore, reflecting healthy housing demand. H1 FY27 net profit reached ₹2,386 crore, up 63%, while revenue increased 30% to ₹9,460 crore.
Collections grew 19% to ₹7,600 crore during H1, supporting healthy cash generation. The company also retained its FY27 pre-sales guidance of ₹24,000 crore.
**My view:** Strong profitability, healthy collections and expansion into Bengaluru and Delhi-NCR provide encouraging growth opportunities. Management expects to comfortably exceed its full-year profit guidance.
**What to watch:** Pre-sales growth, new project launches, collections, cash flows, debt levels, margins and execution in new markets.
**Stance:** Lodha Developers remains positioned to benefit from India's premium housing demand and real estate expansion. Execution and valuation remain important factors.
**Disclosure:** I am a SEBI Registered Research Analyst. This content is for educational and informational purposes only and is not investment advice or a recommendation to buy or sell any security. Investments in securities markets are subject to market risks.
FAQ's
What are the top stock recommendations by Priyam Mehta?
Priyam Mehta regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Coal India Ltd. (Bullish), IDEAFORGE, JIOFIN and LODHA. Explore Priyam Mehta's complete list of posts and trade views on their StockGro profile.
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You can follow Priyam Mehta'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 Priyam Mehta's investment strategy?
Priyam Mehta 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 Priyam Mehta been a SEBI-registered Research Analyst (RA)?
Priyam Mehta 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.
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You can check Priyam Mehta'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.
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For stock market guidance from Priyam Mehta, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Priyam Mehta's track record in predicting market movements?
Priyam Mehta 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 Priyam Mehta?
Priyam Mehta is a SEBI-registered Research Analyst with the SEBI Registration INH000019239. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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