Margins அதிகரிக்கும் இந்த 5 Growth Stocks பத்தி தெரியுமா?

Added: 2026-05-09

[00:00:04]15 to 20% 30 to 40% operating leverage fixed cost above 3,000 crores 3-year profit growth when higher than 3-year sales growth operating margin above 40% business Warren Buffett could have already share holder letters business economics with scale operating leverage >> [music] >> Tips Music leverage 1.6x 1.2x simple base benefit profit margins 66% 2014 73% 2016 operating profit 1.7x ROC 122% ROE 92% company capital money coming to the business money Suppose product company rights YouTube Spotify Tips Music create acquire digital money audio visual content 70% money digital on YouTube Spotify 30% non-digital interesting 85% library recurring revenue even today Tips on the primary music catalog monetization on the one that main closest competitor even when the films web series TV diversify item conservative approach on the future growth growth outlook music industry less subscription revenue on the 40 to 50% CAGR on the weather day paid subscriptions 14.4 million 28 to 30 million current 10 to 15% Tips on the digital revenue subscription so strong potential growth future and got to do in the growth fuel company 80 to 90 new content FI 27 invest if a quarterly results Q4 FI 26 revenue 32% weather 104 EBITDA 106% weather day 77 weather and margins on the 47 50 to 74% expand for a common point content cost 15.8% revenue significant a lower last year 23% main a big movie music release when the January in the June shift on biggest risk everyone a content high cost acquire content content fail I had to revenue generated content returns the impact content but you will learn and I E X number content the everyone content the Indian energy exchange content weather sales 1.4 X expenses when the slightly less 1.3 X weather margins on the 84% the stable and operating profit 1.4 X weather when you get the bunch of I E X for India electricity exchange buyers and sellers the bid place company when the generate or sell when the electricity when the market place the operate when the price discovery matching, I got to transaction segment back lot multiple products in the trade largest segment in the day ahead market down next day power in the trade and the RTM in the real time market so trading when the one hour advance open in a lot of the time ahead market green market certificates trading FI 26 volume mix roughly down 39 RTM 34 time in the 6% in the car Another engine of business in the dam and RTM in the interesting trend in the RTM and then faster volume share 20% FI 22 34% important risk in the market coupling in the Indian moon power exchange IEX PX power exchange India limited HPX Hindustan power exchange market coupling in the another exchange in the company in the single price and outcome in the over exchange separate order book and Exchange in the highest number of buyers and sellers in the best price discovery dominant but market coupling implement buy and sell orders in the exchange company in the single market price determine another single exchange advantage of price discovery in important clarification in the market coupling implement growth outlook Indian gas exchange in the group rapid scale in the company Volume in the 12 million British units in the FI 22 76.8 million units 26 in the infrastructure strong client base policy support in the in the strong second line in the FI valuation PE in the 23.66 significant 42.66 larger in the Indian market regulatory market coupling another company PE ratio 1.2 and company current company >> Market largely priced money Ganga potential market share losses future water for the so market coupling in implement bundle and near term impact when the limited Erica single segment that at the summit management 15 to 20% volume growth expect band angle so valuation 23 XP are equal reasonable outcome debate velocity but but durability of more but it down market coupling delay at children implement at children limited formula franchise a premium on the sustain banana bottom number of the colony lemon rather back up on the Nirvana Muthoot Finance if you know me in the Nirvana 3 operating leverage a bunch of club FI 24 to FI 26 let TTM another trailing 12 months revenue 1.8 x expense 1.66 that I become a record I doubt the cost when the slower pace that compared to revenue on the record financing margins on the 40 to 42% I could financing profit 1.9 x I record money coming in for the chicken India on the largest gold financing Nirvana 2 number 1 7 in loan portfolio gold loan are equal maybe but the 7 in non gold segment and microfinance and home loan record 31st December 2025 but the company ready gold loan AUM on the 50% 1 record 1.39 lakh Rosa I mean to say that the 7 in Nirvana 3 branch when the South India ready record rest on the mini regions let spread out I record growth outlook but the one that I mean to say that the 7 in India on the gold stock when the rural area that one that record access when the formal credit to limited I can that to learn RBI approval new branch open band record they were so long term agent on the way no on the market that band record long term the back on the Nirvana 3 risk on the fairly controllable I record you know RBI order 75% LTV loan to value limit on the current LTV 57% I record so strong safety question to the gold price volatility that I mean I mean FI 26 the company ready interest 50% on the record 21,362 Rosa NIM on the one that record efficient I have no land band record after that I don't know profit back on the record that even the 12.5 in order 7 in order in the record NIM FI 11.57 that ended last year.

[00:07:48]57% total branches and 49% gold loan portfolio economic, social, political disruption microfinance subsidiary 160 crores But profit of 51 crores Q3 stage 3 N P 4.93% So stressed and secured lending segment there.

[00:08:17]operating leverage for the calendar 12 months of sales 1.9 x expense 1.8 x and strong margin 43% net margin FY 25 deep by tax changes but 22% and normalize Charlotte Hotels off business model and the revenue of hotel but double engine hotel plus commercial real estate revenue mix and 54% hotel room maybe leasing and real estate leasing quarter margins in the commercial segment improve so overall profitability support Q3 FY 26 Charlotte Hotel 27% growth report a bit margins improvement growth outlook estimates by the overall hospitality industry 79% revenue growth FY 27 video demand and the supply ahead of our high margin commercial real estate portfolio Mumbai expand in the 1100 crores to 1500 crores annual income 88% of FY 25 revenue at the same hospitality segment scale up 3300 keys to 4000 FY 28 booking on a matrix and a back FY 25 revenue per revenue per available room steady improve in the but lower than peers mainly room rates and occupancy lower than recent quarter occupancy 68% slip management and seasonality geopolitical factors execution risk Charlotte Hotels Limited project like 280 room Hyatt room Delhi airport regulatory delays pollution related approvals that and then I will delete revenue realization and now that I can talk about BSC Bombay Stock Exchange operating leverage and then I will put it to come fi 24 to fi 26 years of the trailing 12 months left sales when the 2.6 x 1 and 2 expense 1 1.9 x the increase I get cost 1 slower than the revenue compared margin 45 to 61% profit 3.5 business model get out of shares and derivatives like Sensex options BSC limited platform I'm going to take on a lot of small primary revenue source company BSC book building fees for a while BSC star MF and Indian largest mutual fund network I processing fee or a transaction real time stock price data and everyone co-location high frequency traders service and everything I'm going to go on with derivatives segment relaunch velocity but you can few quarters derivatives segments rapid a scale Q&A 524 average daily notional turnover 0.6 it went to the steady Q3 BSC approval got securities and exchange Board of India London I'm going to go to derivatives and the IT focus index London start growth outlook I'm going to go to risk management capacity speed of clearing house BSC and the trade processing limit 3000 to 27,000 significant higher volumes and the going forward for the medium co-location services of 48 crores quarterly It didn't strengthen for the company in the server racks of 500 Listen and highly reputed market infrastructure and institutions complaints heavy penalty credit card reputation damage operating growth sustained actually profits compound out of wipe it demands margins in the pressure layer come quicker away in the middle of the month the highest profit future comment section element of human education Amazon security or investment recommended buy yourself recommendation Google on the search in order send it down London money come Investment in securities market are subject to market risk. Read all the related documents carefully before investing. Please read the risk disclosure documents carefully before investing equity shares, derivatives, mutual fund, and all other instruments traded on the stock exchanges