#kalamandir @ 111
Price breaking out & RSI picking up momentum
Where do you see this one moving towards ?
148
Vineeth K retweeted
Kalamandir GOLD delivered today
Decent packaging
4 layered ..
OTP Delivery
BVC logistics sealed package
Flipkart sealed package
Pouch for the gold
Tamper proof seal for gold
BPRL has the metal box, Kalamandir sent a pouch
#Gold
2 Gm 999 24KT Gold Coin - I got it lower than market price
Rs. 30,592 / 2 Grams (5% discount offer)
Used Flipkart GVs from CRED
3*4000 at 4% off Rest at 2% off = Rs.29740
3% miles (6% accor)
Link - fktr.in/dpT2Mhp
#ccgeek
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1
15
5,865
๐ DARK SIDE OF SHARE MARKET ๐
โน1 Lakh Invested at IPO time in ~
1. Muthoot Microfin ~ โน62000
2. Esaf Small Finance ~ โน44000
3. Cello world ~ โน57000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
1
150
Jun 16
๐ฃ๐ฃ
Finally received Kalamandir 2g gold 24K 999 bar via BVC logistics (ordered via Flipkart).
As usual good experience
โ๏ธOTP Aadhar Verification
โ๏ธBVC logistics sealed cover
โ๏ธFlipkart sealed package
โ๏ธBox with tamper proof seal for gold
Order got bit delayed due to logistics issue but received.
Thanks again for your gold deal posts and CC deal posts ๐
@DealsDhamaka @bethalaluka @balakoteswar @ccg33k @GoldDealsIndia @FinPaal @pointperkspicks
Jun 7
June started with a bang ๐ฅ ๐ฅ
June Month MF SIP โ๏ธ
Ordered 2g (BRPL) 2g(Kalamandir). Total 4g 24k gold bars using Cred Flipkart vouchers and Axis CC reward points. โ๏ธโ๏ธ
10
36
9,959
๐ DARK SIDE OF SHARE MARKET ๐
โน1 Lakh Invested at IPO time in ~
1. Muthoot Microfin ~ โน62000
2. Esaf Small Finance ~ โน44000
3. Cello world ~ โน57000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
1
126
๐ DARK SIDE OF SHARE MARKET ๐
โน1 Lakh Invested at IPO time in ~
1. Muthoot Microfin ~ โน62000
2. Esaf Small Finance ~ โน44000
3. Cello world ~ โน57000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
5
681
๐ DARK SIDE OF SHARE MARKET ๐
โน1 Lakh Invested at IPO time in ~
1. Muthoot Microfin ~ โน62000
2. Esaf Small Finance ~ โน44000
3. Cello world ~ โน57000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
1
293
Jun 15
N go tumhe sambhalna before marriage and kids k baad i want u to tell me Shona chal mumma se baat kar tabhi isbt se Zingbus max ride karenge 16,18,21,24 Jan dekh jab bhi event par nahi gaya hoon isbt is jannat for Volvo scania like majestic kalaMandir and near u n my studio n gym
1
20
๐ DARK SIDE OF SHARE MARKET ๐
Market doesn't reward every Time.
โน1 Lakh Invested at IPO time:
1. Vedant Fashions ~ โน46000
2. VPRPL ~ โน25000
3. Muthoot Microfin ~ โน62000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Esaf Small Finance ~ โน44000
11. Cello world ~ โน57000
2
19
3,470
Jun 15
๐ DARK SIDE OF SHARE MARKET ๐
โน1 Lakh Invested at IPO time in ~
1. Muthoot Microfin ~ โน62000
2. Esaf Small Finance ~ โน44000
3. Cello world ~ โน57000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
1
1
27
4,886
Jun 15
๐จ IPO Reality Check ๐จ
Everyone talks about multibaggers after listing.
But what about the IPOs that destroyed wealth? ๐
If you had invested โน1 Lakh in these IPOs and held till now:
๐ ESAF Small Finance Bank โ โน44,000
๐ Valiant Laboratories โ โน47,000
๐ Sai Silks (Kalamandir) โ โน47,000
๐ IRM Energy โ โน48,000
๐ Vedant Fashions โ โน46,000
๐ Cello World โ โน57,000
๐ Updater Services โ โน61,000
๐ Muthoot Microfin โ โน62,000
๐ Manoj Vaibhav Gems โ โน67,000
๐ Yatra Online โ โน68,000
๐ Vishnu Prakash R. Punglia โ โน25,000
๐ก Lesson:
IPO โ Guaranteed Profits.
A fancy GMP, strong subscription numbers, and social media hype don't always translate into shareholder wealth.
Always study the business, valuations, and growth prospects before applying.
The market rewards research, not excitement. ๐
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6
3,370
Same here.
Refund not issued for Kalamandir product for the order cancelled on 11th June.
3,223
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
177
Jun 14
๐ DARK SIDE OF SHARE MARKET ๐
โน1 Lakh Invested at IPO time in ~
1. Muthoot Microfin ~ โน62000
2. Esaf Small Finance ~ โน44000
3. Cello world ~ โน57000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
#NIFTY #Stocks #BANKNIFTY #StockMarketIndia #OptionsTrading
#StocksToWatch #StockslnFocus #sensex #optionbuying #optiontrading #giftynifty
1
6
647
๐ DARK SIDE OF SHARE MARKET ๐
โน1 Lakh Invested at IPO time in ~
1. Muthoot Microfin ~ โน62000
2. Esaf Small Finance ~ โน44000
3. Cello world ~ โน57000
4. IRM Energy ~ โน48000
5. Valiant Lab ~ โน47000
6. Updater services ~ โน61000
7. Manoj Vaibhav gems ~ โน67000
8. Yatra online ~ โน68000
9. Sai Silk (Kalamandir) ~ โน47000
10. Vishnu Prakash VPRPL ~ โน25000
11. Vedant Fashions ~ โน46000
3
3
58
12,449
Jun 14
Don't worry. Hopefully it's Kalamandir.
They usually process the refund once the order is marked as RTO
The last time this happened, I received my refund within a week.
1
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208
Jun 14
Sai Silks -
Q4 and FY 26 results and concall highlights -
Company's State wise store count their state wise annual revenue distribution -
Telangana - 29 stores - 500 cr
AP - 24 stores - 474 cr
TN - 14 stores - 370 cr
Karnataka - 13 stores - 286 cr
Puducherry - 1 store - 21 cr
Total - 1653 cr from 81 stores ( across 24 cities )
Avg store area @ 9.7k sq ft
Aggregate retail area @ 7.84 lakh sq ft
Avg revenue / store @ 20 cr
Avg revenue / sq ft @ 1750 / month
Brand wise store count -
Vara Mahalakshmi - 38 stores
Kalamandir - 10 stores
KLM fashion mall - 19 stores
Valli Silks ( new format, launched in 2025 ) - 11 stores
Mandir ( super premium ) -03 stores
Q4 outcomes -
Revenues - 419 cr, up 5 pc
GMs @ 42.1 vs 41.7 pc
EBITDA - 61 cr, up 5 pc ( margins flat @ 14.6 pc )
PAT - 32 cr, up 140 pc ( LY - paid deferred tax liabilities in Q4 )
FY 26 outcomes -
Revenues - 1653 cr, up 13 pc
GMs @ 42 vs 41.8 pc
EBITDA - 260 cr, up 23 pc ( margin @ 15.8 vs 14.5 pc )
PAT - 140 cr, up 65 pc ( tax rates in last FY were elevated as the company paid an extra tax of aprox 20 cr against demands made by the IT department )
Notes from Q4 concall -
Added 24k sq ft of retail space in Q4. Added 69k sq ft in FY 26
Even adjusted for elevated tax rate in LY, PAT growth was @ 35 pc
Plan to add aprox 1 lakh Sq Ft of retail space in FY 27
SSSG for FY 26 was @ 3 pc. Should be able to clock similar SSSG for FY 27
Maintaining their GMs is a top priority for the company
50 pc of their new stores addition for FY 16 happened between Dec 25 - Mar 26. Hence the employee costs and other costs were elevated in Q4
Guiding for 17-18 pc kind of EBITDA margins for FY 27
VaraMahalakshi, Valli and Kalamandir stores - should lead the expansion for the company. Not looking to add any KLM stores in FY 27
Vara Mahalakshmi stores contributed to 52 pc of company's sales in FY 26 - Vara Mahalakshmi's contribution to company's total sales has been rising continuously
KLM sales de-grew by 3 pc in FY 26. Will be tinkering with KLM's product offerings to generate growth in FY 27
State wise growth rates in FY 26 -
Telangana - 2 pc
AP - 15 pc
Karnataka - 27 pc
TN - 14 pc
Puducherry - 167 pc
Company's SSSG and sales growth from Telangana have been under pressure because of the sales sluggishness seen by KLM mall format 60-65 pc of KLM malls are located in Telangana. Company has been facing this issue for last 3 yrs now. Minus KLM, other formats are doing far better
Avg store sizes -
KLM malls - 18.4k sq ft
Kalamandir - 10.4k sq ft
VaraMahalakshmi - 6.5k sq ft
Valli Silks - 6k sq ft
Mandir - 9.6k sq ft
SSSG for VaraMahalakshmi format for FY 26 was in high single digits
Karnataka state and Kalamandir ( followed by VaraMahalakshmi ) format should lead company's expansion spree in FY 27
Saw a low single digit growth in Apr 26 vs Apr 25
FY 27 has aprox 5-7 pc extra wedding days vs FY 26
Aim to clock > 15 pc revenue growth for FY 27 on the back of aggressive stores addition ( vs 13 pc in FY 26 )
VaraMahalakshmi stores clock better EBITDA margins than corporate avg
Net cash on books @ 328 cr
Current inventory @ 821 cr ( aprox 180 days of sales )
Generally, a new store matures after 18-24 months
Sarees have no issues wrt sizes they have much longer shelf lives - a key advantage vs other / typical fashion retailers
Disc: hold a small tracking position, monitoring company's progress, may add if company's performance improves, not SEBI registered, posted only for educational purposes
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