teerandaaj

9.8K posts

teerandaaj

teerandaaj

@arrowsofwords

shreyansh Jain. Powered by risk. Maverick in previous life,Domesticated in this one. Art architecture and civilisation and nature!!

churu-hyderabad- jaipur 가입일 Ocak 2016
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Vivek
Vivek@Vivek_4580ji·
4 AC लगाने में 1 लाख लग रहे थे फिर मैंने दोस्त को एक सस्ता जुगाड़ बता दिया 😳 कल एक दोस्त का call आया... बोला: भाई गर्मी बहुत है ground hall के लिए 4 AC कितने के पड़ जाएंगे? Hall बड़ा है इसलिए cooling fast होनी चाहिए मैंने बोला भाई कम से कम 1,33,000/- तक पड़ जाएंगे Godrej या Voltas के फिर मैंने उसे बोला तू इतने paise AC में क्यों waste कर रहा है… चल मैं तुझे एक अच्छा solution बताता हूँ मैंने उसे Duct cooler के बारे में समझाया 😳 बोला ये कम से कम 30-35 हजार में लग जाएगा और सबसे बड़ा फायदा ये environment friendly है बड़ी जगह में दूर तक हवा पहुँचती है Hall के हर कोने में cooling better feel होती है और एक cooler से कई हिस्सों में airflow दिया जा सकता है जहाँ normal cooler की हवा बीच में खत्म हो जाती है वहाँ duct cooler pipe और duct से direct airflow पहुँचा देता है मेरी ये बात सुनकर आखिर उसने Duct cooler लगवा ही लिया आपके हिसाब से बड़े hall के लिए AC ज्यादा सही है या Duct cooler?
Vivek tweet mediaVivek tweet media
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Chenthil
Chenthil@jcrajan00·
In the 1990s India was broadly self-sufficient in edible oils. Local oil mills dotted every district — mustard in the north, groundnut in Gujarat, coconut in Kerala, sesame across the south. Then we liberalized. Palm oil imports flooded in — cheaper, consistent, industrial-scale. Local mills couldn't compete on price. They shut down by the thousands. Thirty years later: we produce only 40% of our 2.6 crore tonne annual edible oil demand. Sixty percent is imported — mostly palm from Indonesia and Malaysia. I think this is the cleanest example of what trade liberalization does wrong when there's no transition plan. We didn't lose because Indian oilseeds are inferior. We lost because nobody protected the processing infrastructure while the market adjusted. The National Oil Palm Mission is trying to fix this now. But rebuilding an ecosystem that took decades to destroy — that's a 15-year project minimum.
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teerandaaj
teerandaaj@arrowsofwords·
@Malay4Product Ethanol costs 65 a liter petrol without tax is 50 a liter!! Plus the forgone tax income.
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teerandaaj
teerandaaj@arrowsofwords·
@Janilokal No. Company assumed gst on net addition. Whereas it was always on every game!!;
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Jani
Jani@Janilokal·
Imagine running a business for 10 years, collecting and paying 18% GST exactly as required. A decade later, a "clarification" arrives saying the correct rate was actually 28% all along. Now you're told to pay the additional 10% GST for the last 10 years, retrospectively. That's essentially what happened in the RMG case. Whatever your view on the industry itself, retrospective tax demands arising from later "clarifications" should concern every business in India.
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teerandaaj
teerandaaj@arrowsofwords·
@jcrajan00 India export 20 billion worth of auto components. So there is no lack of expertise.
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Chenthil
Chenthil@jcrajan00·
India makes 2.5 crore vehicles a year. Third largest globally. Sounds massive. 80% are two-wheelers. Our 'automotive powerhouse' story is really a Splendor-and-Activa story. Nothing wrong with that — but the component ecosystem is tuned for small engines, not the precision drivetrains EVs need. Adding EVs isn't the hard part. Rebuilding what 'auto component' means — that's the decade-long grind nobody's pricing in.
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teerandaaj
teerandaaj@arrowsofwords·
@jcrajan00 We don't consume processed food then What's the point in processing it?
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Chenthil
Chenthil@jcrajan00·
I think India's biggest missed manufacturing opportunity isn't semiconductors or EVs. It's food processing. World's largest milk producer. Second in fruits and vegetables. We process roughly 10% of it. The rest rots or gets sold raw. Nobody builds a political career around cold chains. That's the problem.
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teerandaaj
teerandaaj@arrowsofwords·
@Vinayak84863379 @i2RohanAgrawal No money to be made in selling like and fevicol!! If the video had shown some fancy coating he would have surely agreed and sold it!!
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teerandaaj
teerandaaj@arrowsofwords·
@i2RohanAgrawal At least 5-7° . Feels like day and night difference!! Must get it done .
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Harshit
Harshit@harsh_019·
@arrowsofwords @AbC967041505 If this is better, I'd rather die, go to God, curse him for giving me birth in this SH!THOLE then ask him to leave me alone
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Dr Randhawa
Dr Randhawa@AbC967041505·
If you are around 30 35 years of age, Male, and Professional then : 1. Housing is unaffordable with prices in crores 2. Land is unaffordable with Prices in Crores 3. Buying a Vehicle is risky with No Clarity on their Maintainence 4. 10 gm Gold = Rs 1.5 Lacs 5. Cylinder has 40 days Waiting 6. Fuel is >>Rs 100 per litre 7. Shrinking Job Oppurtunities 8. Most Govt jobs are now Contractual How to fulfill Responsibilities while also fulfilling self Ambition? Thats the question #india #economy
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teerandaaj
teerandaaj@arrowsofwords·
@Purba_Ray But bcci doesn't keep all that money and facilities for itself!! All players use and benefit from it!!
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Ray Stings
Ray Stings@Purba_Ray·
Pro BJP handles justifying eviction notice to Delhi Gymkhana by arguing they have been paying just 1000 Rs annually as rent for a prime property in Lutyens Delhi should also mention BCCI earns 7000 crores from IPL and pays zero taxes. Also, most residential properties in Lutyens Delhi are allotted to ministers and MPs who pay a pittance as rent.
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teerandaaj
teerandaaj@arrowsofwords·
@Sub5_human Lol. I've marq ac's in my hostel. Works absolutely fine even after 5 years. Only cleaning that too by housekeeping boys!!
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teerandaaj
teerandaaj@arrowsofwords·
@metal00008 Energy ratings are culprit!! Everything sold in India is now inverter tech!! Whereas in USA you can sell 20 year old compressor tech!!
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Metal08
Metal08@metal00008·
i just noticed merely 3cr Indian homes have AC, cheapest AC costs 28k, meanwhile in US cheapest AC cost >15k, why tf companies aren't making these in India WTF, AC prices have been artifically inflated, if they mass mfg this in india, they can bring down it down to mere 12k-13k
Metal08 tweet media
India Plus@india_plus_

AC in Homes 🌡️ 🇯🇵 Japan – 91% 🇺🇸 US – 90% 🇨🇳 China – 80% 🇮🇳 India – 8% Significant growth headroom for AC adoption in India.

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teerandaaj
teerandaaj@arrowsofwords·
@akshaymarch7 Most small restaurants will happily book porter for you!!
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Akshay Saini
Akshay Saini@akshaymarch7·
Very less likely that the porter guy will agree to place order on your behalf and wait over their till the food is prepared. These guys are always in hurry and they have their own incentives and target orders to fulfill. And how do you pay the restaurant? You'll have to ask the Porter guy to add you on Whatsapp and send you the QR code. So much hassle.
Anshika Aggarwal@kipupwidanshika

"Necessity is the mother of invention " Zomato would really have to change their prices now

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The Indian Index
The Indian Index@IndianIndex·
Indian Metros Increase Ridership, But Stay Behind Projections🚇🇮🇳 ▪️ Chennai Metro Phase 1 (2015–2022): 60% of projected ridership achieved ▪️ Mumbai Metro Lines 2A/7 (2022–2023): 46% ▪️ Mumbai Metro Line 1 (2014): 45% ▪️ Delhi Metro (2002–2026): 41% ▪️ Bengaluru Metro Phase 1 + extensions (2011–2024): 36% ▪️ Hyderabad Metro Phase 1 (2017–2019): 26% ▪️ Nagpur Metro (2019–2022): 24% ▪️ Ahmedabad Metro Phases 1+2 (2019–2026): 19% ▪️ Kochi Metro (2017–2024): 17% ▪️ Mumbai Metro Line 3 (2024–2025): 10% (Statista Research, Times of India, respective metro authorities)
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Vaibhav Joshi
Vaibhav Joshi@InvestWithJoshi·
@arrowsofwords Markets are forward looking if business keep performing and delivering sb maaf ho jata hai.
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Vaibhav Joshi
Vaibhav Joshi@InvestWithJoshi·
If you believe land prices in India will NOT keep compounding at crazy rates like they did over the last 10 to 15 years, then Raymond Realty is probably one of the most mispriced real estate stocks in the market today. 👀 And honestly, I think most investors still do not understand this shift. The old Indian real estate playbook was simple: Buy massive land banks. Sit on appreciating assets. Keep leveraging the balance sheet. Watch NAVs explode higher. That model worked brilliantly from 2010 onwards because land prices kept moving up aggressively across every major city. But what if that cycle slows down now? Because realistically: how long can land prices keep compounding at the same pace in already expensive urban markets? 🤷‍♂️ This is exactly why Raymond Realty’s model looks structurally superior to Prestige Estates going forward. Yet the market is still pricing Prestige like the undisputed king while Raymond trades like some random regional developer. MARKET CAP Prestige Estates ~₹60,000 crore Raymond Realty ~₹4,000 crore. 15x valuation gap. Now let’s compare actual business performance. FY26 REVENUE Prestige ₹13,195 crore Raymond Realty ₹3,039 crore. FY26 PAT Prestige ~₹1,200 to ₹1,300 crore Raymond Realty ~₹305 crore. Prestige is obviously larger. Nobody is denying that. But here’s the part nobody wants to discuss properly. Prestige NEEDS massive capital deployment just to sustain growth. Huge land acquisitions. Commercial offices. Retail malls. Hotels. Large annuity assets. Heavy Mumbai and Hyderabad expansion. This works beautifully during strong land inflation cycles. Because asset appreciation itself does a lot of the heavy lifting. But if land appreciation slows? Then suddenly shareholders are left funding: massive balance sheets, slow moving assets, and years of locked capital. Which is exactly why despite all the scale, Prestige still generates: ~7% to 9% ROCE ~6% ROE with ~₹10,900 crore net debt. Now compare that with Raymond Realty. Raymond is not trying to become India’s biggest land hoarder. It is trying to become India’s most capital efficient developer. Huge difference. Instead of aggressively buying land, Raymond is scaling through JDAs across premium MMR markets like Bandra, Mahim, Sion and Wadala. Which means: lower capital requirement, faster project cycles, better inventory turns, stronger cash conversion, and far less balance sheet stress. And the return ratios are absolutely crushing Prestige. ROCE ~30.5% ROE ~37.7% Net debt ~₹656 crore only. 🚀 Now let’s talk about the biggest misconception around Raymond Realty. People still think this is just a Thane land monetization story. Wrong. Very wrong. Raymond already has: ~₹25,000 crore GDV from Thane land bank + ~₹14,000 crore JDA pipeline + future launch visibility pushing total GDV opportunity toward ~₹43,000 crore. A company sitting on ~₹43,000 crore development visibility is being valued at ~₹4,000 crore market cap. Read that again slowly. And unlike Prestige, Raymond is building this pipeline WITHOUT blowing up the balance sheet. Another thing people are completely ignoring is revenue booking quality. Prestige’s future earnings increasingly depend on long duration monetization cycles where huge capital stays tied up inside annuity assets and mega projects for years. Raymond’s JDA model creates much faster capital recycling because the company does not waste enormous upfront capital buying land. Which means: better IRRs, better cash flow velocity, better shareholder returns. Honestly, I think the market is still pricing Prestige based on old cycle assumptions where land inflation alone keeps making developers richer every year. But the next decade may reward something very different: Execution. Capital efficiency. Cash flow discipline. Balance sheet strength. And if that happens, Raymond Realty at current valuations looks ridiculously underpriced while Prestige honestly looks priced for perfection. 🔥 Some people will hate this take. But I think Raymond Realty has a far better chance of outperforming Prestige from here over the next 5 years.
Vaibhav Joshi tweet media
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teerandaaj
teerandaaj@arrowsofwords·
@MandarSawant184 A 50k pop Indian nagar palika is urban in govt rulebook but it's rural by all means possible!!
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Mandar Deepa Manmohan Sawant
Mandar Deepa Manmohan Sawant@MandarSawant184·
True. If I take Maharashtra as an example, urban areas saw work only when we had urban CMs like Manohar Joshi, Devendra Fadnavis & Eknath Shinde. Otherwise under rural CMs like Sharad Pawar, Vilasrao Deshmukh, Ashok Chavan, Sushilkumar Shinde and Prithviraj Chavan the urban areas saw massive neglect. That too when urban population is 40-45% in MH. We need a delimitation urgently whether it is with 815 seats or 543 seats
Rishabh Mukherjee@rishabhm

The biggest political misrepresentation in India isn't North vs South, or East vs West, or OBC/SC/ST vs GC, or Men vs Women. It's Urban vs Rural. Urban India contains almost all of India's taxpayers - direct and indirect, investors, policy makers and educated populace. Yet they have no meaningful representation in Parliament or in local assemblies. And this skews policy towards targeting unproductive rural doles, rather than than improving urban infrastructure and efficiency. Not delimiting seats based on population is deeply undemocratic. But it also impacts growth.

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Rohit Awasthi
Rohit Awasthi@rohitawasthi·
25 years ago, we had JEE, AIEEE (REC/NITs and state colleges), Roorkee, BITS as major exams. Margin of error being so small, 1-2 questions could decide fate in extremes on a particular day. We even trained for instances what if power goes at your exam centre? At least we had multiple exams, so we could make up if we had a bad day. This is just one of the reasons why this is an uneducated decision.
Arvind Gunasekar@arvindgunasekar

Centre plans unified Medical and Engineering entrance exam, to replace separate exams like JEE and NEET.

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