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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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Cosmo First presentation

[Stock idea]: Cosmo First – ₹1,200 cr of capex is done. Now Cosmo First has to prove the returns

October 1, 2026

Cosmo First’s Q1 revenue grew 46%, but sales volumes grew only 9%. Most of the gap is higher raw-material prices passed on to customers, which inflates revenue without adding profit. Measured per kilogram, though, profitability did improve, and the company says its ₹1,200 cr capex cycle is now done. Below are our notes on what’s structural, what’s one-time, and what to check when Q2 results come out., but before that: Spread the Word: If you think our stock recommendations could…

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