MIT Engineers

@HelleLyngSvends @RahulGandhi Great .look forward to it .

@RahulGandhi Hello, would you be available for a phone interview Tuesday Norwegian time. It would be interesting to hear how you view the visit to Norway.

When there is nothing to hide, there is nothing to fear. What happens to India’s image when the world sees a compromised PM panic and run from a few questions?

Freshara Agro Exports Limited may come out of ESM-1 on 20th May. 👀 Release from the prison of ESM is always refreshing. Market may finally allow fresh air in valuation. 📈

Matrix Geo Solutions — strong execution in geospatial mapping & drone-based survey business. Revenue almost doubled YoY and PAT also nearly doubled YoY, reflecting strong demand momentum and execution strength.

Eleganz Interior conclave: No inflation fear, management confident of passing costs. IT & GCC demand remains strong. FY27 guidance: 25-30% growth with 8.6% EBITDA margin. Strong order book, healthy pipeline & data center entry are key triggers for this leading fit-out player.

Patil Automation management sounding super confident at conclave: FY27 revenue guidance: ₹260–270 Cr with PAT margin in 10–11% range. FY28 target already set at ₹380–385 Cr. Aggressive growth + healthy margins. Now execution is the key trigger.

Finally people are pulling off the Vishwaguru mask Samir Arora on FII "There are some 200 countries in the world, 199 countries has no Tax, Only one country has it" Jayant Mundhra "People aren't fools to bang plates again Austerity call is drama ₹ may crash to 150 against $"

Today in many premium projects, NRI share is 20-25%. But if rupee depreciation becomes too fast, confidence can crack. Like FII flows in equities, real estate money can also reverse. Asset inflation without currency stability is dangerous.

Just watched this and had to share, worth every minute. youtu.be/NuBo8fvnYw0?si…

@moneycontrolcom Some media houses now look less like financial journalism and more like unofficial government PR agencies.Nation wants to know: journalism hai ya brand collaboration? 🙂

🚨Despite the Rs 3 per litre hike in petrol and diesel prices announced- India continues to remain at the bottom of the global fuel price increase chart Data shows countries such as Myanmar, Malaysia, Pakistan and the United States have seen petrol prices rise anywhere between 40 per cent and over 89 percent Here's a global comparison.. #Petrol #Diesel

Per NYT, the reversal came after Gautam Adani, hired a new legal team led by Robert J. Giuffra Jr., one of President Trump’s personal lawyers. NYT: "The decision came after a meeting in which a lawyer for the billionaire, Gautam Adani, made an unusual offer, according to people familiar with the matter." "If prosecutors dropped the charges, Mr. Adani would be willing to invest $10 billion in the American economy and create 15,000 jobs, echoing a pledge he made in the wake of Mr. Trump’s election." nytimes.com/2026/05/14/nyr…

Many SME companies now trade at just 3–8 PE despite giving reasonably good results. Why no rerating? Because market is already discounting FY27 flat or even negative earnings. In SME space, growth is not luxury anymore — it is survival. Market is always a discounting machine.

SIMCA Advertising at ~10x FY26 PE while Bright Outdoor trades near 30x. Debt free, fast growth, IPO funds supporting FY27 too. Nearly half the free float already traded — weak hands exited chasing GMP hype, while strong hands seem to be accumulating quietly.

Eleganz now 10% UC .

Simca Advertising IPO saw 100x+ QIB and 80x overall subscription. Listing done — stock now ~20% below. Grey market hype should never be the reason to apply. Company is not bad. At current levels, looks more reasonable vs peers like Bright Outdoor Media.

Good news for cosmic crf at last .

🫱SUNTECH INFRA FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.41 was at 6.3 p/e. Now 5.83x🫱 Very low valuation. OVERALL, SEGMENT NOT HAVING BIG OPPORTUNITY. Micro segment in civil construction. Piling services to other builders. Good Billing in H2 with margin recovery to 22%. But overall annual growth even with IPO fund of 12 Cr for WC and Rs.12Cr for buying piling rigs, there is just 15% topline growth. Basic civil construction is getting low valuation now a days. H2 FY26 Vs.H1 FY26 REV:Rs. 110Cr Rs. Vs Rs. 69Cr👍 PAT:Rs. 10.75Cr Vs Rs.3 Cr👍👍 (May Compare with H2FY25 Rev=Rs. 96Cr & PAT=Rs. 10Cr ) FY26 Vs FY25 REV:Rs. 179Cr Vs Rs. 155Cr👍 PAT:Rs.13.75Cr Vs Rs. 12Cr🫱 SUNTECH INFRA SME IPO was in July 2025 at Rs.86 at 13p/e .

👍ELEGANZ INTERIOR FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.79 was at 13.4p/e. Now 7.8x👍 🫱OVERALL FLAT with positive outlook.👍 Large Corporate Interior Contracts. After a bad H1 with margin going down by miles. BUT there is very good recovery in H2. But, overall YEAR to YEAR, top and bottom line is more or less FLAT. Question to the management should be: Will it be another subdued H1 with strong H2 BUT with only marginal year top year growth?? GOOD answer to this can cause re-rating from such low 7.8p/e. H2 FY26 Vs.H1 FY26 REV:Rs. 291Cr Rs. Vs Rs. 113.7Cr👍👍 PAT:Rs. 19.8Cr Vs Rs. 3.1Cr👍👍👍 (May Compare with H2FY25 Rev=Rs. 202Cr & PAT=Rs. 11Cr ) FY26 Vs FY25 REV:Rs. 405Cr Vs Rs. 394Cr🫱 PAT:Rs.22.9Cr Vs Rs. 21Cr🫱 ELEGANZ INTERIOR SME IPO was in Feb 2025 at Rs. 130 at 19p/e