Semiconductor stock Moship has reported poor performacne of Q1 FY 26-27

 Dear Readers,

Much hyped darling stock of Semiconductor line i.e. Moschip Technlogies Ltd has dissappointed shareholders in Q1 performance which is very poor when compared to previous quarters.

Total sales of Q1 stands at 101.15 crore whereas Mar-26 quarter was 138.42 crore. OPM % is also reducing QnQ. Profit before tax is less than a crore i.e. 20 lakhs.

EPS is mere 0.20 which is very poor and disappointing for a company like semiconductor giant Moschip Technologies Ltd.

Considering good market notion, we had expected very good result, however company has given poor performance and numbers are not looking good, at least for first quarter of FY 26-27.

source: screener

We hope company will recover this poor performance in next quarter and give good result going forward.

Market has not recovered from Iran conflict and numbers of Moschip has given bad feeling to shareholders of semiconductor company.

 

Millworks Techno BSE SME IPO listed at 99%

 Millworks listed at premium and almost doubled investor's money.

Company is based in Bengaluru and is into precision engineering for components, sheet metal which is going to be used for railways, defence and also semiconductor industry.

Company has got order on hand worth more than 65 crore.

Investors are allowed to do their own research and see if they can do their own due diligence of this stock which may turn their money for good return in future. However be cautious that this is SME Company.

Company's paid up capital is Rs. 12.77 crore and price band was 470.00

Company listed with market cap of Rs. 583 and change crore.

Millworks yet to pay any dividend and it may pay in future based on company's performance and future numbers of EPS and growth.

Sambhv Steel Tubes Ltd - Research and future scaling of business

 Sambhv Steel Tubes established in financial year 2018 and since then company is scaling steadily.

Company is in production of products which are in finished in nature and pipes in black and hollow section tubes along with pipes which are galvanized iron (GI). They use intermediate product like slabs, rolled hot hr coil and iron which is sponge in nature.

As on Jul-2026 company has market cap of 3511 crore in INR and book value is INR 35.8.

ROCE @ 19.1% and ROCE 18.5% With equity of Rs. 295 crore as on Mar 2026 company is looking good for future potential.

Sambhv steel tubes is believed to give good business in coming fy of 27-28.

Share holding pattern of Sambhv Steel is consistent and maintaining good numbers. DIIs holding increased during Mar-2026 and Jun-2026 data is awaiting.

Public holding is 39.24% and FII 1.52% as on Mar-2026.

Shadowfax Technologies Ltd का स्टॉक विश्लेषण

व्यवसाय: टेक्नोलॉजी आधारित थर्ड-पार्टी लॉजिस्टिक्स (पार्सल डिलीवरी, क्विक कॉमर्स, हाइपरलोकल फुलफिलमेंट, क्रिटिकल लॉजिस्टिक्स, डार्क स्टोर्स)

स्थापना: 2015, मुख्यालय बेंगलुरु।

ग्राहक: ई-कॉमर्स, फूड मार्केटप्लेस, क्विक कॉमर्स और मोबिलिटी कंपनियाँ।

नेटवर्क: ~4,519 टचपॉइंट्स, 15,166 पिन-कोड कवरेज, ~45 लाख वर्ग फुट ऑपरेशनल स्पेस।

राजस्व (FY26): ₹4,202 करोड़ (+69% वार्षिक वृद्धि)।

शुद्ध लाभ (FY26): ₹111.7 करोड़ (+1,637% वार्षिक वृद्धि)।

5-वर्ष CAGR: राजस्व +43.7%, लाभ +59.4%।

EBITDA मार्जिन (Q3 FY26): 5.7%।

फ्री कैश फ्लो (9M FY26): ₹61 करोड़।

मोस्चिप टेक्नोलॉजीज लिमिटे इस स्टॉक की भविष्य में मल्टीबैगर मुनाफ़ा देने की क्षमता है।

MOSCHIP में भविष्य में मल्टीबैगर बनने की क्षमता है, लेकिन अभी इसका P/E अनुपात बहुत ऊँचा है। इसका मतलब है कि स्टॉक फिलहाल महँगे वैल्यूएशन पर ट्रेड हो रहा है।

इस स्टॉक को ध्यान से ट्रैक करना ज़रूरी है।

जब इसमें करेक्शन आएगा और P/E अनुपात वाजिब स्तर पर पहुँचेगा, तभी खरीदारी करना बेहतर होगा।

फिलहाल यह स्टॉक ग्रोथ और मोमेंटम पर चल रहा है, लेकिन वैल्यूएशन है।

 MosChip ऑफिस लोकेशन

भारत 🇮🇳

• हैदराबाद (Telangana) 7th Floor, My Home Twitza, TSIIC Hyderabad Knowledge City, Raidurg, Rangareddy – 500081 📞 040-66229292

• बेंगलुरु (Karnataka) Prestige Tech Platina, 24/7 Building, The Hive, 10th Floor, Kadubeesanahalli, Marathahalli – Sarjapur Outer Ring Road, 560103 📞 080-41463535

• अहमदाबाद (Gujarat) B Block, 3rd Floor, Westgate, SG Highway, Makarba, Ahmedabad – 380051 📞 079-35338580

• पुणे (Maharashtra) iSprout Business Center, Panchshil Tech Park One, Block C, 2nd Floor, Shastri Nagar, Yerwada, Pune – 411006

Basic fundamentals of passive income in current time

 Hello Readers,

As you all know, we either make money by working for someone or from our own business activities.

While this is called active income, we have some money left out from this active income after spending on our life essentials. And the same money we plan to save so that it can generate decent return over the time.

Below is list of investment/saving which we can park our money so that it generates passive income for 

💰 Fixed Deposits (FDs)

• Pros: Safe, guaranteed returns, easy to understand.

• Cons: Returns are conservative, often below inflation in the long run.

• Best for: Risk-averse investors who want stability.

🏠 Real Estate

• Pros: Rental yield (5–6%) plus property appreciation over time. Tangible asset.

• Cons: Requires large capital, illiquid, maintenance costs, and market cycles.

• Best for: Long-term wealth building and those comfortable with tying up funds.

📈 Mutual Funds / SIPs

• Pros: Diversification, professional management, flexible investment amounts. SIPs help build discipline.

• Cons: Market-linked, so returns fluctuate. Requires patience.

• Best for: Medium- to long-term investors seeking balance between risk and reward.

📊 Direct Stock Investing

• Pros: Potential for high returns, ownership in companies, liquidity.

• Cons: High risk, requires research, emotional discipline, and market knowledge.

• Best for: Active investors willing to study markets and tolerate volatility.

👉 A smart approach is usually mixing these options based on your risk appetite:

• Keep some in FDs for safety.

• Add real estate for long-term growth.

• Use SIPs for steady compounding.

• Allocate a portion to direct stocks if you enjoy active investing.

Please get in touch with us for portfolio analysis and your saving analysis based on your existing income and saving pattern.

Ask Automotive Ltd - leading player in two wheeler advanced breaking system - listed on Indian Stock Market

• Ask Automotive is expected to grow in future with expansion of EV related parts and it;s sales to major OEMs.
• CMP : 473.95

• New customers onboarding is expected to grow in future with expansion of ev related part and it;s sales to major OEMs.

• New customers onboarding will help company to scale.

• Also company is eyeing on export sales and diversify their portfolio to cover major international marketill help company to scale.

• Also company is eyeing on export sales and diversify their portfolio to cover major international market.

Disc; not an invitation of investment

AMC companies for research and analysis HDFC AMC ICICI AMC NIPPON Life India AMC

  Today bringing you a list of AMC stocks which one can track and do necessary research.

This companies are actively handling large some of money through SIP and investing as Mutual Fund instrument.

They have decent returns and looking at SIP inflow, one can research this companies and their future growth. Based on your own findings you can take a call.

disc : not an invitation of investment

Is it wise choice to invest in Data center centric companies ? Future is AI and the same is backed by lardge data centers.

 Early stage investors are always finding best options to invest for long term and considering the future is AI, one can look at Data Center centric listed stock where earning potentials are high and we might see goo growth in near future.

Some of them are already at high and achieve significant targets, however still there is a window to grow more. One can track this companies and their performance in future QoQ.

Disc: Not an invitation for investment.