𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 ®™ Telegram Channel

The channel shares monthly long‑term stock recommendations, typically suggesting holding periods of one to three years, and occasionally promotes higher‑risk “multibagger” ideas. Content is presented as educational material, with a disclaimer that the author is not a SEBI‑registered analyst and advises consulting a financial advisor. Users should be cautious of the speculative nature of premium calls and the lack of regulatory oversight.

This summary was generated by AI from the channel's public description and is not an endorsement. Always do your own research.

1. 2026-10-21

   Vishal Mega Mart 70-90

   Expected level 110

   Support 50

   🔥6💯1

2. 2026-10-21

   Valuation and view

    We expect VMM to post a revenue/EBITDA CAGR of 19%/20%, driven by: 1) ~13% CAGR in store additions, 2) consistent double-digit SSSG, and 3) modest operating leverage benefits.  Given VMM’s debt-free balance sheet, robust cost controls, and tight working capital management (~15 days net-working capital), we expect ~24% PAT CAGR.  Over FY25-28, we expect VMM to generate a cumulative OCF/FCF of ~INR32b/ INR23b, which should enable accelerated store expansions.  We believe the company’s diversified category mix, ownership of opening price points, significant contribution

3. 2026-10-21

   Multi-category, own-brand portfolio acts as a strong moat for VMM

    VMM has successfully established a diverse and expanding portfolio of 26 own brands across key consumption baskets, with revenue contribution from these brands steadily rising to 73% by FY25.  In FY25, 19 of VMM’s own brands surpassed INR1b in sales, with six brands exceeding INR5b, demonstrating strong brand acceptance. VMM’s own brands typically offer the lowest opening price points, which makes them attractive for value-conscious consumers.  VMM operates a 100% private label portfolio across men’s, women’s, and kids’ fa

Public posts from t.me/longterm9, collected Oct 22, 2026.

Thank you. Your review was received and will appear after moderation.