Breakout Stocks | Fundamental Analysis | CA Rachana Ranade 📱

"So if you see your nifty midcap is at a 52- week high, you'll be like, this was the high, right? This is September 24 high. So if I'm talking about 52 week high, it just hit a fresh 52- week high yesterday."

"So uh let me just take you to Titan company and if you check the quarterly results of course I'm not going to take you to the management commentary and all it will take a lot of time but just primar results typically three points is what I check if I were to just quickly glance through or rush through the results I just check two three parameters number one what is the sales growth okay so from 14,500 to 18,000 so I mean that's that's a pretty good growth I think that has to be more than almost than 20%, almost yes. Plus, if you see here the operating profit margin was 8%, and here it is 10%. So, operating profit margin also has gone up on a year-on-year basis. And if you check the net profit, net profit has risen a bit more from 704 to 1,120. Oh, that should be more than 50% jump, isn't it?"

"So, if you see topline growth is flat, absolutely flat shade negative from 1,368 to 1,329. Okay. shade negative. What I appreciate is they have cut the costs. I know I mean uh employee cost if they have cut down on that of course I feel bad. Uh but if you see here from 61% to 60% it's not like a big cut in the employee expenses but overall they have been able to increase their operating profit margin by 4% which is extremely good with sales flat in fact shade negative uh but they have then gone to the extent I mean they they might have done it strategically but they have been able to control the operating uh I mean the operating costs and that is the reason why you will see that their profits in fact have jumped from 156 to 210."

"Now if you see quarters uh you'll see here Asian Paint September 2024 to September 2025 8,000 cr was the turnover and now it's 8,500. So barely 5% jump. Okay, five a tad more than 5%. Correct. Uh if you check profit before tax from 9, this is where the magic happens again. Profit before tax 959 to 1,392. This is almost 40% jump. So barely 5% jump in. So five 5% plus shade jump in top line but almost as I'm mentioning almost 40% jump in in bottom line"

"Fundamentals are average. Actually, it is it has not given like massive results. So, let me just show you fundamentals. The latest results for ICICI bank. Again, like I'm telling you for those who joined in late, we are not checking the results in absolute depth. It's just you know superficial checking of results from 46,000 to 48,000 topline barely 5% jump. And if you see a net profit also uh 18,500 to 19,125 not a significant I mean just here and there okay not not even 5% very so uh I hope this is this is clear uh so ICICI results nothing to jump about"

"And even if you check CDSL results, they are not that great. Uh so maybe that could be the I I mean if I were to show you the results also. Anyways, I've shown the results for four charts. Why why not only CDSL? Let me just quickly share my screen and take you to CDSL screener. Let me take you to the quarters. And if you see here September 24 to September 25 flat top line in fact shade lower top line. If I see PBT, PBT from 225 crores has gone down to 183 crores fundamentals I mean the quarterly results have not shown strength at all."