u/venkat3105

I built a simple metric to screen dividend stocks and InvITs:

Formula:

(Dividend Yield × Earnings Yield) × (3Y Operating Cash Flow / Net Profit) × (TTM Net Profit / Previous FY Net Profit) × (5Y Avg Dividend / Last Dividend)

Why?

Most investors compare dividend yields directly, but that ignores valuation and quality.

SYPS combines:

• 💰 Dividend yield (income)
• 📉 Earnings yield (cheapness)
• 💵 Cash flow quality
• 📈 Profit growth
• 🏦 Dividend consistency

The goal is to remove face value bias and identify companies (and InvITs) that offer high sustainable income at reasonable valuations, instead of simply chasing the highest yield.

It's still a screening tool—not a replacement for fundamental analysis.

The above formula is executable on Screener website, copy past it and tell me how we can improve it by making some tweaks here and there

The results are vary from 2 to 4 number score negative to positive in range

The higher the number is grate is my conclusion, run it on BSE 1000 index so that you will get much bette understanding.

Suggestions are welcome :)

📅 30 June 2026

Bajaj Holdings & Investment – ₹80 Final + ₹50 Special = ₹130/share

Bajaj Finance – ₹6 Final + ₹0.60 Special = ₹6.60/share

Bajaj Finserv – ₹1.50/share

Maharashtra Scooters – ₹60/share

Welspun Corp – ₹10/share

📅 1 July 2026

DCM Shriram Fine Chemicals – ₹20/share

Grovy India – ₹1/share

📅 2 July 2026

Chembond Materials – ₹40/share

Lloyds Enterprises – ₹0.50/share

📅 3 July 2026

Shriram Finance – ₹6/share

SML Isuzu (formerly SML Mahindra) – ₹23.50/share

Swaraj Engines – ₹110/share

IRFC dropped a circular last day for ofs at 91/-

Stock trading at 93 for today's open

Anyone buying ?

GDL vs ATL vs Allcargo Logistics: 20-25 Year Long-Term Dividend Play

Allcargo Terminals (ATL), and Allcargo Logistics.They operate in India's logistics space, but their dividend sustainability relies on opposite business models.

1. The Yield & Current Payout Mindset

GDL (The Rail King): Reliable dividend yield of ~3.5% to 5.5% with a healthy 35%+ payout ratio.

Allcargo Logistics (The Express Giant): Solid historical track record of consistent dividend distribution driven by global trade volumes.

ATL (The Port Yard): Currently maintains a 0% dividend yield as management reinvests 100% of profits to scale.

2. The 25-Year Sustainability Test (Moat vs Policy Risk)

GDL’s Rail Moat: GDL owns its trains and inland dry ports (ICDs). As the Dedicated Freight Corridor (DFC) matures, its hard infrastructure creates a high-barrier cash moat.

Allcargo Logistics' Engine: Controls domestic express (Gati) and global LCL consolidation. This asset-light model scales with economic volume, making it an adaptable cash cow.

ATL’s Policy Risk: Operates container freight stations (CFS) near maritime ports. Faces heavy long-term structural threats from Direct Port Delivery (DPD), which allows cargo to bypass CFS yards.

3. CapEx vs Dividend Growth Potential

GDL has completed its heavy asset-building phase, allowing it to pass free cash flow easily to shareholders.

Allcargo Logistics scales through corporate integration and network volume, optimization keeping cash free for payouts.

ATL requires less initial capital but must invest heavily in future tech pivots to survive long-term competition.

This is drafted using Gemini ai , but the thought is my own. In recent concall Q4-26 they told about globals listing

Which one you hold and what's the parameters here

Just got the DPU of 153 credited.

I hold less of that invit and reason is time taking acquisitions.

The consortium they formed with powergrid is copy version of ennergrid in indigrid but they fail to go onwards in that too

It's debt free almost when compared to future cash flow valuation reports.

What's your all think ?

I'm going through the concall of indigrid Q4 FY2026

The Average Cost of debt is 7.4% of which 90% is under fixed rate borrowings which is about 185 Billion INR.

Now today Govt 10Y bond yield is at 7.121%

This way indigrid is as safe as India bond 😀. I don't know I'm reading this correctly or not but give your thoughts.

Let's discuss this about other invits and reits also

Let's understand how this will play in upcoming 2-3 years time as RBI repo rate is getting much horizontal now, next rate date is on 6th june 026.

Also is the same presentation on slide no 19 there's a DPU accretive acquisitions the DPU line gets flatish from FY 2027 to FY 2031

I don't know how and why they showed it in that way and looking at the graph phase 1 to phase 4 assets are loosing it's NDCF contribution to Trust level.

Nothing to fear i guess but need to go through valuation reports once again

https://www.reddit.com/r/drip_dividend/comments/1rrujtg/comment/oa27ygq/?force-legacy-sct=1

2 months ago I started the target for 5000 shares of NHPC and the reason and pro / cons are disscued in above post earlier

For 1 month and stoped adding shares as the scrip is making reverse U shape for some days now

So I sold the earlier 1800+ shares at good value and and waited for some time (1M)

Today I bought 2000 shares at very same initial price point so it's addition and now the target reached at 40% i think I'll get 500 more shares next month

I'll confirm that too, thanks 👍 🙏

IRB Fund

Board meets May 15, 2026 to consider FY26 audited financials and possible 4th distribution; record date May 20

IndiGrid Trust

will host Q4FY26 and FY26 results conference call on May 18, 2026 at 4:00 PM IST

Nexus Select Trust

reported Q4/FY26 results, declared INR 2.286/unit distribution, record date May 15, payout by May 22. NAV Rs164 per unit, FY26 valuation reports; portfolio market value was Rs 305,583 million as of March 31, 2026.

PowerGrid Trust
Board meets May 15, 2026 to approve FY26 audited financials and Q4 distribution; record date May 20, 2026.

https://www.dividendgrowthinvestor.com/2025/12/my-favorite-perplexity-in-investing.html

I was in 8th standard, my tuition teacher used to take chapter wise test, at 5he end of each Q. Paper she used to write a quote, one is as follows

Successful people do same thing, but in different way.

This line stuck with me for 12 years now. As I figured that different way means building a method around purpose with some meaning to it is important, otherwise it falls down quickly.

Above blog give some idea about this and I thought it's worth sharing.