Saksham Sharma

@saksham.sharma.6125

Delhi

7+ Years of experience

SEBI Registration INA000022613

Fee-only financial planning | Website: asksaksham.in | Instagram: @AskSaksham.in | Educational content, not personalized advice.

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Posts

shared an insight ⚡️ 2 hours ago

Tata Consumer's new businesses grow 40%, tea stalls

TATACONSUM

Tata Consumer Products Limited (TATACONSUM) reported Q2 FY27 revenue of ₹5,661 crore, up 14% year-on-year. Net profit increased 16% to ₹470 crore. But the most interesting number in this result is not revenue growth. It is where that growth is coming from. The company's growth businesses expanded 40% and now account for 38% of its India business. Consider the individual categories. Tata Sampann revenue grew 57%, while its ready-to-drink business grew 47%. Salt revenue increased 15%. These are meaningful growth rates for a company historically associated with tea and coffee. Now look at the other side. India tea volumes remained flat amid subdued category demand. International business revenue grew 7% in reported terms, but declined 2% in constant currency. This creates an important distinction. Tata Consumer is growing, but its traditional and international businesses are not contributing equally to that growth. There is encouraging evidence that the strategy is working. Consolidated EBITDA increased 18% to ₹794 crore, faster than revenue growth of 14%. This suggests operating profitability improved during the quarter. However, I would not assume that newer businesses will automatically deliver better margins. Distribution expansion, advertising, product launches and competition can all consume profits as these categories scale. My view: The portfolio shift is becoming visible in the numbers. The next challenge is proving that these businesses can grow profitably, not simply grow quickly. In the next quarter, I would track growth-business revenue, tea volumes and EBITDA margin. I would also watch whether newer categories continue gaining share without requiring disproportionate spending. My stance: The business mix is improving, but sustained profit growth will matter more than impressive category-level revenue numbers.

shared an insight ⚡️ 19 hours ago

Sona Comstar's EV revenue jumps 129%, Margins slip.

SONACOMS

Sona BLW Precision Forgings Limited (SONACOMS), also known as Sona Comstar, reported its highest ever quarterly revenue and profit in Q2 FY27. Revenue rose 35% year-on-year to ₹1,547 crore. Net profit increased 30% to ₹223 crore. But the number that caught my attention was not revenue growth. It was the company's changing business mix. Revenue from battery electric vehicles (BEVs) surged 129% year-on-year. BEVs accounted for 51% of automotive revenue, the highest share the company has reported in a quarter. This is a meaningful shift for an auto-component manufacturer. It suggests Sona Comstar is increasingly participating in the electric powertrain supply chain rather than depending only on conventional vehicles. Its order book also provides visibility. The company secured ₹3,600 crore in new orders during the quarter, taking its net order book to ₹25,100 crore. Electric vehicle and robotics-related programmes account for a substantial part of that opportunity. However, there is a detail investors should not overlook. EBITDA increased 23% to ₹356 crore, slower than revenue growth of 35%. EBITDA margin declined to 23% from 25.2% a year earlier. That does not invalidate the growth story, but it raises a question about the profitability of the business mix and the costs of scaling production. My view: Sona Comstar's EV exposure is becoming increasingly important, and the order book supports its long-term growth potential. But a large order book is not a guarantee of future returns. The next things I would track are EV revenue growth, EBITDA margin recovery and the conversion of new orders into actual sales. My stance: The business momentum is strong, but I would want to see margins stabilise as EV revenue becomes a larger share of the business.

289

shared an insight ⚡️ 26th Oct

Infosys cut growth outlook despite $4.2 billion in deals.

INFY

Infosys Limited (INFY) lowered its FY27 revenue growth guidance to 1–2%, down from 1.5–3% earlier. This came despite $5.2 billion in large deal wins during Q2 FY27, with 62% classified as net new business. That contradiction is what interests me. Revenue for the quarter reached ₹49,244 crore, up 10.7% year-on-year in reported rupee terms. But in constant currency, which strips out the impact of exchange-rate movements, growth was only 1.5% year-on-year. The company is winning business. The challenge is converting those wins into faster revenue growth. There is another important number. AI services revenue grew 29% sequentially and accounted for 10.5% of total revenue. That is encouraging, but it does not mean AI is automatically solving Infosys's growth problem. Clients are demanding productivity improvements, and AI can help IT companies win new work while also putting pressure on traditional billing models and pricing. Operating margin remained at 21%, within management's existing 20–22% guidance. So the immediate concern is not a collapse in profitability. It is the limited pace of revenue growth. My view: the $5.2 billion deal pipeline is a positive, but deal value is not recognised as revenue immediately. Timing, project execution and pricing will determine how much of that business reaches the income statement. The next trigger is Q3 FY27. I would watch constant currency revenue growth, conversion of large deals into revenue and whether AI growth starts lifting overall growth rather than simply changing the revenue mix. My stance: Infosys has meaningful opportunities, but I want to see stronger revenue conversion before treating its deal wins as evidence of a recovery.

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What are the top stock recommendations by Saksham Sharma?

Saksham Sharma regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include TATACONSUM, SONACOMS and INFY. Explore Saksham Sharma's complete list of posts and trade views on their StockGro profile.

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You can follow Saksham Sharma'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 Saksham Sharma's investment strategy?

Saksham Sharma 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 Saksham Sharma been a SEBI-registered Research Analyst (RA)?

Saksham Sharma has been a SEBI-registered Research Analyst and have 7+ 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 Saksham Sharma's past performance and stock picks?

You can check Saksham Sharma'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 Saksham Sharma for stock market advice?

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

What is Saksham Sharma's track record in predicting market movements?

Saksham Sharma 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 Saksham Sharma?

Saksham Sharma is a SEBI-registered Research Analyst with the SEBI Registration INA000022613. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.

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