Warren Damani

🥛➡️⚓ பால் பொருட்களிலிருந்து பாதுகாப்புத்துறை வரை! Krishna Defence & Allied Industries எப்படி Dairy முதல் Naval Defence வரை பயணிக்கிறது? நிறுவனத்தின் வளர்ச்சி வாய்ப்புகள், வணிகப் பிரிவுகள் மற்றும் எதிர்காலத்தை தமிழில் பார்ப்போம். 🚀 Watch 1.5x speed youtu.be/JlJFXjhwaTI

Thala.. Anga Google, ServiceNow 25%, 12% adikuraanga. Namma oorla results nalla illana 4-5% thana adipom

CROCS $CROX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.04B (Est. $1.00B) 🟢; +4.6% YoY 🔹 Adj. EPS: $3.69 (Est. $3.30) 🟢; +26.4% YoY 🔹 Adjusted Gross Margin: 60.3%; +180 bps YoY Raises FY26 Guide: 🔹 Adj. EPS: $14.45-$14.65 (Est. $13.95) 🟢; from $13.70-$14.00 🔹 Revenue Growth: ~+3%; from +1%-+2% 🔹 Crocs Brand: ~+4%; from +2%-+3% 🔹 HEYDUDE Brand: Flat; from -4%- -2% 🔹 Adj. Oper Margin: Expand from 22.5%; from 22.3% Q4 Guide: 🔹 Adj. EPS: $3.25-$3.45 (Est. $3.10) 🟢 🔹 Revenue Growth: ~+7%-+9% 🔹 Adjusted Operating Margin: ~20.5% Other Q3 Metrics: 🔹 Free Cash Flow: $275.5M 🔹 Capital Expenditures: $54.0M Segment Net Revenue: 🔹 Crocs Brand: $873.0M; +4.4% YoY 🔹 HEYDUDE: $170.0M; +6.1% YoY Capital Return: 🔹 Buybacks: 2.0M shares for $250.0M Comments: 🔸 “The Crocs Brand delivered a record third quarter with revenues up 4%, led by double-digit international revenue growth and continued momentum across our product diversification strategy.” 🔸 “HEYDUDE revenues grew 6%, marking an important milestone as we delivered on our commitment stated earlier in the year to return the brand to growth.”

🚨Paradeep Phosphates: 👉Q2 Results 🟢Revenue -Up⬆️ (YoY & QoQ) 🔴Profit -Down⬇️ (YoY & QoQ) #ParadeepPhosphates #Q2Results #Q2Earnings #stockstowatch #stockmarketsIndia #stocksInfocus #nifty

Milky Mist Dairy Food #HarResultKuchKehtaHai #GOOD H1 revenue crossed ₹2,062.85 Cr as IPO proceeds cut net debt to zero 👉 Revenue reached ₹1,089.40 Cr, up 41.58% YoY and 11.91% QoQ, driven by expansion in value-added dairy categories like cheese, yogurt, and paneer. Core EBITDA rose 49.86% YoY to ₹157.48 Cr, with operating margin expanding 80 bps YoY to 14.46% as manufacturing scale balanced higher raw milk purchase costs. 👉 The initial public offering altered the balance sheet profile during the quarter. The company applied ₹485.13 Cr of IPO proceeds toward paying down borrowings and held ₹800.94 Cr in fixed deposits at the end of September. This reduced finance costs by 17.00% QoQ to ₹19.91 Cr, creating a clear path for lower quarterly interest charges in the second half of the fiscal year. 👉 Raw material costs rose to 69.56% of revenue from 63.14% in the year-ago period, pointing to agricultural cost inflation in local milk sheds. An inventory accumulation of ₹57.65 Cr provided an offset, but sustained margin health will rely on preserving pricing power across the packaged food portfolio. 👉 Looking ahead, commercial production from the newly capitalized 120 MT per day cheddar cheese unit and captive power from the 41 MW renewable setup provide operational support. Reaching management's full-year target of ₹4,000 Cr in revenue appears supported by H1 revenue of ₹2,062.85 Cr, provided retail expansion in Western and Northern markets continues as planned. 👉 Growth catalyst: Ramping output from the newly commissioned 120 MT per day natural cheddar cheese facility will support value-added dairy sales over the next two years 👉 Road blocker: Raw milk procurement cost spikes across Tamil Nadu and Karnataka could squeeze product margins if retail price adjustments face consumer pushback Public NSE/BSE filings · Not Investment Advice #MILKYMIST #Q2FY27 #StockMarket #Earnings

Diwali Special Investing Challenge 2025 🪔 Let’s build a community long-term portfolio together! 🔥 Rules: 1️⃣ Suggest exactly 5 Indian stocks (no ETFs or other assets) 2️⃣ Total Investment value ₹50,000 (weightage as you wish) 3️⃣ Today’s closing price = Buying price Contd..👇