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Hruthik N

10th Sep · SEBI Registration INH000029917

Milky Mist Dairy Food: This Month's Standout Performer

The month's top mover:

MILKYMIST
is up roughly 52% over the past month, making it the best-performing name in the "high return" screens right now , and unlike a lot of monthly top-gainers, this one has genuine fundamentals behind the move rather than pure speculation. Why it moved: 1)The stock listed on NSE/BSE in mid-August at ₹140, debuting at an 18% premium (₹165) It then surged nearly 20% over two sessions in early September after Q1 FY27 results, consolidated net profit came in at ₹64.68 crore, a roughly tenfold jump year-on-year, on revenue growth of 43.6% 2)Cheese revenue grew 38%, paneer (its largest category) grew 34%, genuine volume-led growth, not one-off gains 3)Management flagged that its existing Perundurai facility has capacity headroom to support 3–3.5x current revenue before needing new capex, a credible growth runway without near-term dilution risk What tempers my enthusiasm: 1)This is a very freshly listed stock (barely a month old), post-IPO price discovery is often exaggerated in both directions, and a 10% upper-circuit move on a single earnings print is a sign of thin float and high volatility, not necessarily sustainable re-rating 2)One blockbuster quarter doesn't establish a track record; FMCG/dairy names need to prove they can repeat this across seasons and input-cost cycles (milk procurement costs are a known variable here) 3)No long public trading history means limited data on how it behaves in a broader market downturn

#StockInNews#FundamentalViews#EquityResearch
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