outcome of Investor Meet –
“Samruddhi Season 3 – Nav-Bharat ka Caravan”, organized by Hem Securities Ltd. held on 19th June, 2026
Th results in Q1 FY27 is optically good but it’s as per mgmt that unrealised orders in Q4 FY26 are now showing in Q1 quarter.Sometimes I get the feeling the mgmnt is too much tracking the markets and playing along to get maximum juice.The optically excellent quarter is good for splitting the shares in 3 months before Q2 results are out.The Q2 results will be dampener (normal)compared to Q1.Mgmnt mentioned that they will keep the holding above 50%.Now it is 49.99%.I think 1year back shares have been split from 10 to 5. It is a concern though minor.Disc :Invested
I completely agree with you. The timing of Spilts, Results and Stock movement if watched carefully would reflect management planning behind the scenes.
I love the stock, but it is seems very expensive now considering upcoming expansion.
Exited in recently at 2750 levels. Will wait post spilt to re-enter.
Disclaimer: No holding
I think it’s a smart strategy. They explicitly told us back in the Q4 concall that ₹60 crore of revenue got pushed to Q1 FY27, so they called their own shot well in advance.
Since shipbuilding requires massive capital in future, maintaining strong PR and timing the split when market sentiment is high is just smart strategy to raise funds on good terms in future as well.