Company Name: MAX INDIA

🙌 small position added, watching collections and occupancy ramp, tracking new openings.

Company Name: MAX INDIA

Today profit booking slid from 218 to 211, a 3.21% drop, short pullback.

Company Name: MAX INDIA

Care at home serving 37k patients shows traction, AGEasy 200k customers signals product fit.

Company Name: MAX INDIA

Presentation is shiny but same old execution challenge, occupancy ramping is good but profit proof still missing imo.

Company Name: MAX INDIA

In recent sessions it held near 212 then popped to 218 yesterday, a 2.83% rise.

Company Name: MAX INDIA

Soundarya Elangovan said:

Presentation lists cash and assets near 170 Crore and net worth around 467 Crore, runway seems tight but manageable short term.

That 170 Crore of cash and assets seems thin for rapid growth, dilutive funding risk exists.

Company Name: MAX INDIA

Last week it moved from 200 to 212, a 6% rise, market reacted to senior care narrative.

Company Name: MAX INDIA

Pan India plan for 8 to 10 communities and over 2,000 beds is aggressive, academic partnerships add some credibility.

Company Name: MAX INDIA

Presentation lists cash and assets near 170 Crore and net worth around 467 Crore, runway seems tight but manageable short term.

Company Name: MAX INDIA

This stock just made senior care its core growth play, integrated silver economy approach looks promising but execution will be everything over next quarter.

Company Name: BRIGHTCOM GROUP

📌 moved from 120.00 to 123.60, 3.0% rise today 🙌

Company Name: BAJAJ HEALTHCARE

Noticed last week it moved from 720 to 758, a 5.28% rise, so some buyers clearly liked the commercial wins in the deck

Company Name: BRIGHTCOM GROUP

Soundarya Elangovan said:

Q2 revenue 1,644 Cr and PAT 233 Cr look strong, H1 revenue 3,099 Cr H1 PAT 443.9 Cr, TTM PAT 808.57 Cr.

Management saying FY26 should trend strong versus prior peaks, confident tone but I'd like cadence clarity

Company Name: BAJAJ HEALTHCARE

Oncology vertical plus a planned API plant by 2027 is a medium term story; worth tracking cash conversion and capex burn

Company Name: BRIGHTCOM GROUP

It slipped a bit last week, moved from 162.00 to 155.00, 4.3% drop

Company Name: BAJAJ HEALTHCARE

Ishita Mahajan said:

Peptide plant 250 kg pa sounds neat but commercial ramp by March is optimistic; margins not guaranteed and timelines slip often

Fair point, timelines ambitious, yet USFDA clean inspection and CDMO orders give some real operational credibility

Company Name: BAJAJ HEALTHCARE

Yep it moved from 720 to 758, a 5.28% rise, but last session it slipped a bit intraday before closing flat

Company Name: BRIGHTCOM GROUP

Good margins but I am skeptical the defence arm will contribute revenue in FY27, needs clear prototypes and partner wins

Company Name: BAJAJ HEALTHCARE

📌👀 Watching this stock closely, the Nashik acquisition and R&D centre plans feel like serious de risking steps, patience needed

Company Name: BRIGHTCOM GROUP

Tanya Kapoor said:

This stock saw some uptick, moved from 142.50 to 151.20, a 6.1% rise today.

Nice swing but volume looked light, I'd wait for confirmation for adding