Naveen Kumar

Skyways Air Services IPO

Does stock fall in these catagories?: Industry Tailwinds: The company operates in the premium air cargo logistics sector, which generally commands higher margins compared to groundbased logistics Strong B2B Niche: Focuses on the busin… See Moremore

Mopshop Distribution IPO

Does stock fall in these catagories?: New Product Growth: The company is expanding its operational footprint by setting up rooftop solar plants and acquiring commercial vehicles to strengthen its distribution logistics. Debt Reduction… See Moremore

Gaja Alternative Asset Management IPO

Does stock fall in these catagories?: 1. Re-rating Potential: As a pioneer in the AIF Alternative Investment Fund space on the stock market, the company is likely to benefit when competitors or similar entities go public, forcing a valuatio… See Moremore

Shankesh Jewellers IPO

Does stock fall in these catagories?: Market Position B2B: Operates as an inventory manager/processor for large corporate jewelers Kalyan, etc., carving a niche in the B2B gold manufacturing supply chain. Operational Efficiency: Outpe… See Moremore

Horizon Industrial Parks IPO

Does stock fall in these catagories?: Strong Cash Flow Business: The business model generates recurring rental income from long-term leases on warehouses and industrial parks, ensuring predictable cash inflows. Asset Value Play: The compa… See Moremore

Lalithaa Jewellery Mart IPO

Does stock fall in these catagories?: Undervalued Opportunity: Compared to listed peers like Kalyan Jewellers 43x PE and Thangamayil, Lalithaa is priced at a significantly lower forward P/E, suggesting attractive entry valuations. Str… See Moremore

Technocrats Plasma Systems IPO

Does stock fall in these catagories?: Industry Tailwinds: The company operates in the automation and welding/plasma cutting machinery sector, which is currently seeing interest due to the broader manufacturing shift. Strong Brand Long… See Moremore

Shiprocket IPO

Does stock fall in these catagories?: Asset-Light Model: The company owns no vehicles or warehouses, operating strictly as a platform/service provider, which scales easily without heavy capital expenditure. Integrated Logistics Tech:… See Moremore

Nirlon Ltd result expectation

Good chance. Nirlon Ltd. Historical trend: Real estate - IT Park/Industrial Park rental income model (Realty, steady-growth annuity-like business, not cyclical/seasonal). Sales/OP/NP: Jun25 163/128/58 -> Sep25 165/129/148(one-off, tax rate… See Moremore

Kwality Pharmaceuticals Good result is expected

Good chance. Kwality Pharmaceuticals Ltd. Historical trend: Incorporated 1983, ANVISA and EU GMP certified manufacturer of pharma products incl. complex molecules, generics, cephalosporin, beta-lactam, oncology, biologics - portfolio of 300… See Moremore

Milky Mist Dairy Food IPO

Does stock fall in these catagories?: High Growth: The company has demonstrated strong revenue growth, jumping from ₹100 crore in 2004 to ₹3,100 crore, maintaining a consistent 25-30% year-on-year revenue increase. Strong Brand/Market… See Moremore

Molbio Diagnostics IPO

Does stock fall in these catagories?: 1. Strong Recurring Revenue Model: The business operates like a printer-ink model; once the "TrueNat" machines are sold to government agencies, the company generates consistent, long-term revenue throu… See Moremore

Optimystix Entertainment IPO

Does stock fall in these catagories?: Revenue Growth Spikes: The company has seen a sharp surge in revenue from ₹54Cr to ₹134Cr over the last two years, driven by recent film and web-series production. Positive Net Profits: Unlike several… See Moremore

$MUTHOOTMF

Good chance. Muthoot Microfin. Historical trend: Financial-sector (NBFC-MFI) template. Sharp turnaround from a Mar25 crisis quarter (-401 NP, heavy provisioning during sector-wide MFI stress) to steady sequential recovery: Jun25 (6), Sep25… See Moremore

$MOLDTECH

Good chance. Mold-Tek Technologies. Historical trend: Standard template. Sales/OP/NP show clear turnaround – Jun'25 low base (Sales 29, OP 0.48, NP 0.59) after weak Mar'25, then Sep'25 (OP 4.35, NP 3.15), Dec'25 (OP 4.95, NP 3.62) and Mar'2… See Moremore

$WHIRLPOOL

Good chance. Whirlpool India. Historical trend: Consolidated, standard template. Home appliances (Consumer Durables), seasonal (AC/summer-led). Jun25 base was weak (Sales 2432Cr, NP 146Cr, +0.6% YoY only) due to a poor summer/early monsoon… See Moremore

Pace Digitek Expected result

Good chance. Pace Digitek. Historical trend: Consolidated. Sustained sharp growth — Jun'25 Sales ₹367Cr/OP₹80Cr/NP₹55Cr → Sep'25 ₹533Cr/₹94Cr/₹68Cr → Dec'25 ₹644Cr/₹118Cr/₹79Cr → Mar'26 ₹1,097Cr/₹163Cr/₹106Cr (OPM 15-22%, steadily rising).… See Moremore

LAPL Automotive IPO

Does stock fall in these catagories?: Strong Operating Profit Margin: At 15%, the company outpaces established industry peers which range between 11%–14%, indicating strong operational efficiency Full Capacity Utilization: Operating at 89… See Moremore

$ALKYLAMINE result expectations

Good chance. Historical trend: Latest quarter sales ₹234.77cr roughly flat YoY (-1.13%) but Net Profit surged +160% YoY to ₹49.21cr, reflecting sharp margin recovery (ROCE 41.3%, ROE 41.4%, both sector-best among peers). Specialty amines/ch… See Moremore

$MOBIKWIK Result expectation

Good chance — Sustained turnaround: OP swung -41.45(Jun25)→-15.49→6.70→10.10(Mar26) Cr, NP -41.92→-28.62→4.05→4.38, 3 straight improving qtrs. Revenue steady growth (271→270→289→289 Cr, +6-8% YoY), no major one-off (Other Income modest, dec… See Moremore