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DC infotech FY 26 nos

[Stock idea]: DC Infotech – From box-mover to AI infrastructure: DC Infotech’s ₹1,000 cr plan

October 22, 2026

DC Infotech grew revenue 33% to ₹737 cr in FY26 and profit 46%, and management says it is on track for ₹1,000 cr. It now presents itself as an AI-infrastructure and cybersecurity company rather than a hardware distributor. The balance sheet tells a second story. Receivables rose 61% and inventory 62%, so roughly ₹74 cr went into working capital, more than three times the year’s profit. Our notes from the presentation and the concall are below, but before that: Spread…

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Prevest FY 26 nos

[Stock idea]: Prevest Denpro – This dental maker could reach ₹125 cr revenue without building a new factory

October 13, 2026

Prevest Denpro makes dental fillings, root-canal materials and 3D-printing resins in Jammu, and earns an EBITDA margin of nearly 40%. Its main plant is still running at only about two-thirds of capacity. The question is growth. Revenue grew 14% in FY26, Q4 grew under 3%, and an investor on the call asked management directly why growth has slowed. Our notes from the presentation and the concall are below, but before that: Spread the Word: If you think our stock recommendations…

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Aarti drugs Q1 nos

[Stock idea]: Aarti Drugs – ₹600 cr capex done, RoCE at 11.5%. Aarti Drugs’ real test starts now

October 8, 2026

Aarti Drugs’ Q1 profit before tax rose 35%, but almost all of the growth came from price. Realizations rose 16–17% year-on-year while volumes grew just 3.5%, helped by raw-material shortages linked to the West Asia conflict. Management says prices have already started easing. The question for the next few quarters is whether the capacity the company has spent ₹600 cr building can take over from price. Our notes from the presentation and the concall are below, but before that: Spread…

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Share India financial performance

[Stock idea]: Share India – One quarter, 38% of last year’s profit. Can Share India repeat it?

October 6, 2026

Share India’s revenue was flat between FY24 and FY26, and its profit fell 24%. Then in Q1 FY27 it earned ₹124 cr, which is 38% of what it made in all of FY26. Part of that jump reflects a real shift toward lending income, and part is a favourable comparison. Below are our notes from the presentation and the concall, and what to check when Q2 results arrive, but before that: Spread the Word: If you think our stock recommendations…

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