Nikhil Singhania

@LuckyInvest_ARK FII wapas kab aaenge sir ? Kya lagta hai aapko.

@Gautam__Baid Big win for Russia. Only Trump can do this.

The end of NATO is near. Enormous defense spending globally will follow. youtube.com/shorts/udWJYSs…

@Tanmay_31_ @IamSubirSarkar Which would be better Vivid or Highness?

@IamSubirSarkar Applying

Amir Chand Jagdish Kumar Exports Limited IPO (#AeroplaneRice) Detailed Analysis 👇 AVOID Highlights of the Issue : Date : 24-27 March Price Band : 210-212 Size : 440 Crore (Full Fresh) *Company Has Already Raised 13 Cr as Pre-IPO Placement at 172/- share M.cap : 2,195 Crore Objects Of The Issue : ▪︎ Funding Working Capital Requirements - 400 Crore ▪︎ GCP - 40 Crore Key Pointers : ▪︎ The Company is India's one of the Largest producers and exporters of basmati rice under the Flagship Brand 'Aeroplane Rice', and other brands including La-Taste, Alibaba, World Cup, Hani, Palm Tree, Budallah, Sophia, and Al Jazira ▪︎ ACJKL has a installed production capacity of 550,800 MTPA, with a wide distribution network of over 431 distributors in India and 53 distributors globally ▪︎ The Company is Currently exporting to over 38 countries, The revenue split between domestic and Exports stand at ~62% and ~38% respectively ▪︎ The Company aims to infuse the fresh capital in its Working Capital to restrict itself from raising further debt Financials and Personal Assumptions : FY23 Revenue : 1,318 Crore PAT : 17.5 Crore FY24 Revenue : 1,551 Crore PAT : 30.4 Crore FY25 Revenue : 2,004 Crore PAT : 60.8 Crore H1 FY26 Revenue : 1,024.3 Crore PAT : 48.6 Crore FY26E Revenue : 2,150 Crore PAT : 100 Crore FY27E Revenue : 2,410 Crore PAT : 115 Crore Valuing Aeroplane Rice at 15× FY27E PAT, Anticipated Value Comes At 155, Implying An Downside of 27% The IPO is priced aggressively, Peers with significantly larger scale at half multiples, leaving no scope for new investors Positives : ▪︎ Good Brand Awareness ▪︎ Evergreen Segment ▪︎ Strong international presence ▪︎ Venture into FMCG staples Negatives : ▪︎ Very Expensive Valuations ▪︎ Good Exposure to the Middle East (20% Revenues) ▪︎ Sudden Jump in Margins Raises Concerns ▪︎ High Debt Numbers (No reduction Post-IPO) ▪︎ Low Capacity Utilization ▪︎ High Dependance on Top-10 Customers (~45%) ▪︎ Modest margins than peers ▪︎ High Competition intensity ▪︎ Peers with significantly higher scale available at better valuations ▪︎ The FMCG Staples market is very crowdy with low margins The Anchor Book was undersubscribed, Translating weaker Institutional Demand I would be Personally Avoiding This IPO ❌️ Just A Personal View, Only For Educational Purposes

@aditya942000 Trust issues. When you don't see whom to trust,you park your funds to safe heaven

Something is not right. Despite Trump's statement on delaying attack, the yields are not just cooling off. Are we looking at ground invasion tomorrow? #IranWar‌

@StocksResearch Nothing wrong bhai. But you have provided very little information which can be obtained from a 1 minute glimpse. Just suggesting that you can improve the quality of thread with RHP reading and it's notes.

@NikAgrl Is there anything wrong in what I posted bhai

Vivid Electromech - SME IPO Thread

@StocksResearch Accha segment cover kar rahe ho. RHP padh kar dalo.

- end of thread, links - RHP: vividgroup.in/wp-content/upl… WEBSITE: vividgroup.in

@StocksResearch Aur mehnat karo bhai. Aage badhoge

@optimistictory @Sharad9Dubey Chances of infection

Dear restaurant owners: We all hate the QR code menus. Stop. -everyone

@darshitpatel84 Jab tak bond yield and dollar index trend up and stable rahega tab tak FII nahi aayenge ? Though some sectors may attract. What's your opinion?

Many believe that FIIs will return to India. However, FIIs may not come back anytime soon due to several concerns due to > Unfavorable taxation policies > Continuous currency depreciation, and > What appears to be a somewhat indifferent attitude of the Finance Ministry towards financial markets. Over the last six years, FIIs have sold shares worth around ₹11.5 lakh crore, yet the government seems largely unconcerned. One Black Swan Event Required for Indian Stock Market to open Government Eyes...

@Paryan_Sharma How you projected 15 % growth? Comapany has valuated themselevs on 10 % and also promised to cross that ...but how have you taken 15 %

Full IPO Review Central Mine Planning & Design Institute Ltd (CMPDI IPO) Mid-Long Term Investors can Evaluate ✅ Pointers: ▫️CMPDI is one of the Largest Coal and Mineral consultancy company in India, A Mini Ratna (Category 1) PSU Company which is the preferred consultant for Coal India Ltd and its group companies - The Company also assists the Ministry of Coal in strategic decisions & initiatives - The Company also assists the Ministry of Petroleum and Natural Gas for matters related to coalbed methane (CBM) ▫️CMPDI's Services Include: - Geological Exploration & Resource Evaluation (46%) - Mine Planning and Design Services (20%) - Environment Services (18%) - Geomatics & Survey Services (16-17%) - CMPDI earns about 66% Revenue from Coal India Ltd, 28% from Ministry of Coal and rest 6% from other PSUs and Private companies - In last 10 years, CMPDI has executed over 700 geological reports relating to coal exploration projects ▫️The company plans to expand its services to include comprehensive consultancy for exploring and developing non-coal minerals like lithium, nickel, cobalt, copper, iron ore, bauxite, and manganese - The Company is looking to increase their share of Revenue from services like Environmental and Geomatics where they earn about 60-80% EBITDA Margins. Mine planning has 15% Margins and Exploration services are lowest at 7.5% Margins ▫️CMPDI has seven Regional Institutes strategically located near coal producing companies - They work on an Asset Light Model wherein majority of Expenses are related to Employees and contractual outsourcing ▫️Objects of the Offer: A Complete OFS of ₹1,842 Cr ▫️Financials Company has Grown Really Well in last few Years and Their Margins are Top Class due to nature of their business and operational efficiencies Balance Sheet is Strong with no debt. Cash Flows are Strong Management is looking to reduce working capital days on back of Coal India's implementation of a new policy to pay 75% in advance upon bill submission ▫️Forward Projections and Estimations FY26E Revenue: ₹2,450 Cr EBITDA: ₹1,005 Cr PAT: ₹735 Cr FY27E Revenue: ₹2,795 Cr EBITDA: ₹1,120 Cr PAT: ₹840 Cr ▫️Valuations (FY27E PE) Peers like Engineers India is trading at 15x and RITES at 16x Giving CMPDI a 18x FY27 PE Multiple, Upside Visibility is 21% This Company should garner some premium over peers due to robust margins and business visibility ▫️Other Pointers - Management is good - Anchor Book was Decent - No point of talking about Demand ▫️Risk Factors - High Dependency on Coal India and subsidiaries - Dependency on Government Funding and Intervention Risks - Slower Growth Estimations of Coal Exploration and Mining Consultancy services - Lesser Spends on R&D/CapEX and more on giving out Dividends to Parent Company ▫️Conclusion CMPDI has a Good Business Model and Enjoys Strong Parentage of Coal India Ltd But one should not expect the Explosive Growth from such businesses, They will keep generating solid Cashflows and keep giving its Investors High Dividends. Such is the nature of this Business Better to track this business post listing for keeping up with the Execution Safe Investors can Explore Post Listing if they find Business model Investable I will Personally apply small retail lots for tracking purposes Had this IPO arrived during neutral markets sentiments, It could have been delivered small-reasonable Listing Gains (Note: This is my personal opinion about the company, DYDD before applying, Post shared for Educational Purposes only) #CMPDI

@Tanmay_31_ Working capitaol will also improve.Coal India has promised that .Also Export prospects .

Central Mine Planning & Design Institute Limited IPO (#CMPDI) Final Verdict Medium Term Investors Can Evaluate Highlights of the Issue : Date : 20-24 March Price Band : 163-172 Size : 1,838 Crore (Full OFS) M.cap : 12,281 Crore Objects Of The Issue : ▪︎ To carry out the Offer For Sale for Promoters and Existing Shareholders and achieving the benefits of listing the shares on the exchanges Key Pointers : ▪︎ CMPDI is India's Largest Provider of Consultancy and Engineering services in the Coal and Mineral Exploration and Mine Planning segment with a market share of 61% ▪︎ The company’s services also include infrastructure engineering, environmental management, geomatics, specialized technology services, and management systems, primarily for the coal industry as well as for other minerals. ▪︎ Business Verticals – Geological Exploration and Resource Evaluation (drilling and geological report preparation, which includes geological mapping, geophysical logging, seismic surveys, gravity surveys, magnetic surveys, resistivity imaging, hydrogeological studies, chemical studies, geotechnical studies, and resource evaluation) – Mine Planning and Design Services (cater to both open-pit and underground mining operations, covering a range of minerals including coal, lignite, bauxite, and manganese) – Environmental Planning and Monitoring Services (preparation of Environmental Impact Assessments (EIAs) and Environmental Management Plans (EMP), carrying capacity studies, and the planning and design of pollution control facilities) – Geomatics, Remote Sensing and Survey Services (offers a full suite of geomatics services, including over-burden volumetric measurement and coal stock measurement and utilize latest technologies such as satellite-based remote sensing, GIS, GPS, digital photogrammetry, survey using light detection and ranging (LiDAR) sensor, unmanned aerial vehicles (UAVs) and gyroscope) ▪︎ In the 9M ended Dec 31st, 2025, the company undertook extensive exploratory drilling across 131 coal blocks in 31 coalfields and 5 lignite blocksunder 4 lignite fields situated in 3 states. ▪︎ The company has executed over 700 geological reports for integrated coal exploration projects over the past 10 yrs ▪︎ The Company is looking to capitalize on the Exploration of critical minerals and non-coal minerals like lithium, nickel, cobalt, bauxite, manganese, iron Ore, Etc. Financials and Personal Assumptions : FY23 Revenue : 1,399 Crore PAT : 296.7 Crore FY24 Revenue : 1,770.2 Crore PAT : 503.2 Crore FY25 Revenue : 2,177.5 Crore EBITDA : 915 Crore PAT : 666.9 Crore 9M FY26 Revenue : 1,543.9 Crore EBITDA : 594 Crore PAT : 425.4 Crore FY26E Revenue : 2,280 Crore EBITDA : 950 Crore PAT : 695 Crore FY27E Revenue : 2,550 Crore EBITDA : 1,000 Crore PAT : 750 Crore Valuing CMPDI at 20× FY27E PAT, Anticipated Value Comes At 204, Implying An Upside Of 22% Positives : ▪︎ Good Management and Parentage ▪︎ Differentiating Business Model with high entry barriers ▪︎ Expansion into Non-coal segments ▪︎ High Dividend Yield (~40%) Negatives : ▪︎ Growth most likely to slow down with flat to degrowing margins ▪︎ High Dependance on Coal India and Government PSUs ▪︎ Average Anchor Book ▪︎ Consultancy businesses in a neutral segment has never excited the markets historically Overall A Good Business with Good Fundamentals, It might reward marginally if markets remain supportive Just A Personal View, Only For Educational Purposes

@_prashantnair Trump cares about financial nos . US will get in trouble due to inflation. He doesn't want to gamble a lot with his name and fame

I think last Wednesday was a turning point in the war ! Israel attacked Iran's natural gas fields & Iran retaliated by hitting Qatari LNG export hub & threatening other energy infra in the region. Big & dangerous escalation ? Absolutely Yes. But Wednesday's escalation may have also set the stage for paradoxically accelerating the political dynamics that lead to a cessation of hostilities ! PS: The key now, to my mind, is to see if Trump is able to influence Israel to hold back it's attacks on Iran. #IranWar‌ #Nifty #BankNifty #Trump

@rajsum74 Oil price will tell the truth.

Don’t be excited to see Gift Nifty Positive wait for 9 am tomorrow. One statement can change the whole view 🤣

@_prashantnair Too early. If anything goes off it will take again weeks

Massive Breaking News ! PEACE IS FINALLY HERE ! #IranWar #Nifty #BankNifty #Rupee #Trump

@Aarav_1991 @dhanesh500 Maze le diya bhai tu uske

@dhanesh500 Yup, please don't teach. That would be very awkward.

My Dad enjoying his Fixed Deposits while my portfolio loses 7% in one day…

@darshanvmehta1 Safe heaven

IT stocks trying hard to move up today

@suru27 There are rumours in some village streets that banks are falling. Some people are cashing out deposits. Sounds insane but happening at a few places.

18 months of not much trade. Whatever trades did, net net more losses than gains. Trading is not a full year job. There r years when sitting out works better. Of course, on twitter , market kaisa bhi ho, some folks always mint money as only winning lotteries are shared. Investing is anyway on stretcher 😂

@LuckyInvest_ARK Also , can you name a sector as an example? Not asking for TIP ,just want to learn and connect dots .

@LuckyInvest_ARK Sir, Does SME DRHP gives more insight or MB DRHP ?

@LuckyInvest_ARK Sir do you believe in finding sectors first or directly analysing cos? I was searching for sectors to invest in. Should I take insights from Govt budget or else? Looking for sectors to invest How to find them? If you can share ur wisdom that will be helpful.

@LuckyInvest_ARK Gajab hai sir.. amazing.

Some pics from an African wildlife trip few years back