Gold Trader

@mnkr4u @Tanish240500 @RishiSa08657438 Yes even the CRISIL Report is encouraging . They have utilised 100% of the funds they have recieved till date from issue of preferential & warrants . Lets see what is in the offing on April 21st.

@GoldTrader148 @Tanish240500 @RishiSa08657438 Bro alpex result date announced 21st may

Selling Alpex Solar at 1155 was a masterstroke 😀 Something I am proud of. It fell 10% on a day ( ended down 7% ) others like Emmvee & Solex are up 3%. Almost every other solar stock is down leass tha 1%. Price action should never be ignored. I learnt it the hard way.

@shashank_jha_12 Yes!!!! Even I am shocked.

@GoldTrader148 At least they would have added 2 lines in their 20 page ppt

TAC Infosec You need to explain. Also please don't make Ms Oberoi read questions. Let us directly ask our queries. @TrishneetArora @socifybytac @tac_security

@nilusilu @samisosa1234 Even future guidance , capex is way ahead of KAYNES. They are guiding for doubling margin in next 2 years . Also committed capex 1.5x their market cap. EMS is a no moat business. Very thin margins

@GoldTrader148 @samisosa1234 Market sees the potential. So many solar companies. How many ems companies? And the growth potential n future sectors that they will tap..

Kaynes : Screen shows Management has now lost the trust of the Investor /Analyst Community

@tac_security Sir Every listed company does Concall the same day or next day of result . Why the delay ?

TAC will host an investor interaction to discuss FY2025-26 results, business performance, Q4 momentum, strategic priorities, and Vision 2030 roadmap. We value shareholder questions and will address key themes including financial performance, growth outlook, subsidiaries, U.S. expansion, CyberScope, Socify.ai, and long-term value creation. Details will be shared shortly. Thank you!

TAC InfoSec Emerges Among the World’s Most Profitable Cybersecurity Companies with 88% Revenue Growth and 53.8% EBITDA Margin in FY26 • PAT rises 78% to ₹26.35 Cr; PAT margin maintained at 46.1% despite tax normalization • FY26 revenue from operations reaches ₹57.26 Cr, validating TAC’s automation-led cybersecurity platform model TAC FY2025-26 Financial Results Presentation: nsearchives.nseindia.com/corporate/TAC_…

Sacheerome☹️ Not again !!!!

Omg!! So much fun reading everyone’s views on kaynes technologies Q4 results😅 Not invested : Tera kutta kutta 😅 ( 20% LC) Those Invested : Mere Kutta Tommy🤣 ( Future is bright ) I will keep my view once Oriana Power releases its results .Till then will hold back my emotions .😊

Copper recycling theme did well today👏🏻 Shera energy up 15% Pondy oxide up 10% Bhagyanagar & Parmeshwar up 5% Jain resource recycling up 4.4%

Maxvolt FY26 EPS ₹22.36

@bhai_monkey Yes it’s good . Maybe my expectations were too high .

@GoldTrader148 Why results are good right ?

Entered Vivid electromech & Connplex today with one lot each. Vivid FY26 EPS estimate : ₹28-29 Connplex FY26 EPS estimate : ₹18 Unfortunately had to sell some emmvee shares ☹️. Anyways made decent profit & still holding decent quantity.

Unpopular opinion Marine electricals is no match for Vivid electromech. Its just that trades at massive premium coz its into defence and a mainboard stock. Otherwise it does not do well compared to Vivid even on one single parameter.😀

Sorry it’s for FY26. Not H2 🙂

Maxvolt H2 FY27 My EPS Estimate : ₹26-29 Very conservative estimate taking into account potential 1-2% margin impact

@mnkr4u @Tanish240500 @RishiSa08657438 No delay last year they released on May 24 , year before that on May 28

@GoldTrader148 @Tanish240500 @RishiSa08657438 Bro do u have any idea why they are delaying Q4 results

@mnkr4u @Tanish240500 @RishiSa08657438 Not everything is imported. eg transformer ,PEB structures , EPC , land cost all are part of capex. Also for now they are doing only 1.4 GW. Maybe some imports might also have happened in April but I don’t have data for April .

@GoldTrader148 @Tanish240500 @RishiSa08657438 They announced capex of 850 crores for 2.2 GW in that 220 crores of machinery imports done till March

@mnkr4u @Tanish240500 @RishiSa08657438 Till march , $23 million.

@GoldTrader148 @Tanish240500 @RishiSa08657438 Bro how much amount of machinery imports has happened till date