rajasthan first

@AmannaPrerana Only contraceptive buisness increase with increase in unemployement Remembering covid

Something is really cooking in the Contraceptive ( condom manufacturing) space. Anondita came out with it's IPO. The main reason for going public was WC requirement and equipments. There was no need of capex. Since the plant was only running at 40% utilization. ( no mention of capex in RHP either ) All of a sudden they came out with capex and increased capex by 50% Today Cupid comes with another update. They claim to surpass the guidance for this year ( 335 Cr) and are projecting to grow the topline to ATLEAST 600 Cr in FY27. PS : a common pattern between both companies. Promter buying in this market fall. Shame that neither does concall.

@LnprCapital Growth guidance down 40% to 20%

Kilburn Engineering Ltd: High-Performance Engineering & Turnaround Story MCap: ~₹2,373 Cr | Segment: Industrial Engineering / Process Equipment Kilburn Engineering Ltd is a specialized engineering player focused on critical industrial process equipment, currently in a strong growth phase driven by acquisitions and order book expansion. The stock has seen a recent correction after a technical “Death Cross,” but the long-term trend remains positive. Valuation: Trading at P/E ~25.9x, reflecting growth visibility. Business Overview * Industrial Drying Systems * Rotary, flash, fluid bed, and spray dryers * Thermal & Waste Heat Systems * Strengthened via M.E. Energy acquisition * Monga Strayfield (RF Technology) * Radio Frequency drying & heating * Applications in textiles and food processing * Fabrication & Heat Exchangers * Pressure vessels and gas conditioning systems Core sectors: Petrochemicals, Nuclear, Steel, Chemicals, Food Processing Financial Performance Q3 FY26 (Dec 2025): * Revenue: ₹156.78 Cr (up 44.8% YoY) * PAT: ₹23.16 Cr (up 52.7% YoY) * EBITDA Margin: ~23.0% 9M FY26: * PAT: ₹71.35 Cr (up ~70.35% YoY) Trend: Strong operating leverage and consistent profitability growth Growth Triggers 1. Strong Order Book * ₹500+ Cr backlog entering FY27 * Provides strong revenue visibility 2. FY27 Target * Management targeting ~₹800 Cr revenue * Driven by execution + acquisitions 3. Recent Order Wins * ₹54.58 Cr orders across industrial equipment * Diversified across chemicals and process industries 4. Capital Infusion * ₹130–₹138 Cr expected via warrant conversion * Used for debt reduction and capacity expansion 5. Acquisition Synergy * Monga Strayfield adding high-margin RF segment * Enhancing product mix and margins Investment Positives * Strong order visibility * High-margin niche engineering business * Successful acquisition-led expansion * Consistent earnings growth * Exposure to multiple industrial sectors Key Risks * Technical weakness (Death Cross signal) * Margin volatility due to project mix * Export exposure (~30%) impacted by freight/geopolitics * Execution risk in scaling to ₹800 Cr target Bottom Line Kilburn Engineering is a turnaround-driven growth story in industrial engineering Bull case: strong order book + acquisition synergy drives earnings growth Bear case: margin volatility and execution risks Suitable for investors looking at capital goods and industrial capex cycle plays Disclaimer: For educational purposes only.

@Viveksbarmeri वे जब पिच पर चहलकदमी करते हैं किसी और के लिए जगह कहां बचती है? किसी और का स्थान बने भी कैसे?

वर्तमान RCA के इन नेता पुत्रों से तो अच्छा क्रिकेट के बारे में जानते है आप बस किसी बीजेपी नेता के घर जन्म नहीं लिया आपने भी...बाकी मोदी जी के इंजन सीधी नियुक्ति करवा डालते 😀

@thardesertphoto दिल छू लेने वाली तस्वीर

ये पगडंडियाँ गवाह है कि रेगिस्तान में पानी कितना किमती है। जोजरीनदी के दोनों ओर ऐसी 6 खैली बनाई है हमने जहां वन्यजीव शुध्द पानी पी सके ओर केमिकल युक्त पानी ना पीये। नदी के उत्तर में स्थित खैली न.1 मोडाथली यहाँ लोमड़ी,मरूबिल्ली,चिंकारा,नेवले,ऊंट,मोर गिद्ध ओर हज़ारों पक्षी ओर मवेशी पानी पीने आते है। 2023 में ये खैली बनाई थी हमने।आज भी पास के तालाब में पानी खत्म होने पर हम इसे बारिश तक भरकर रखते है। पास से गुजरते है ओर वन्यजीवों को पानी पीते देखते है तो बड़ा सुकून मिलता है कि ये सब वन्यजीव नहीं जानते है कि ये सब कैसे चल रहा है। हमने खैली बनाने में बहुत से पैरामीटर का ध्यान रखा है क्योंकि अक्सर मनुष्य का वन्यजीवों के प्रति अज्ञानी लगाव उनको घरेलू बनाता है,प्राकृतिक रूप से निर्भरता खत्म करता है ओर कई बार जानलेवा होता है उनके लिए खैली ऐसी जगह बनाए जहां वन्यजीवों के बैठने का क्षेत्र ना हो क्योंकि जलस्रोत उनका आशियाना छीन लेता हैं जलस्रोत पर विभिन्न तरह के जानवर आते रहते है इसलिए कोई भी जीव जल स्रोत के करीब में नहीं बैठता इसलिए हमें ऐसी जगह चुनना चाहिए जहां प्राकृतिक जल स्रोत पास हो। पानी में रेत डाली जाये खैली के पेंदे में बालू रेत हो जो वन्यजीवों को जल के ज़रिए पौषक तत्व उपलब्ध कराये ओर उन्हें ये प्राकृतिक लगे। यथासंभव मिठा शुद्ध पानी ही डाले। घने पेड़ों के बीच ना बनाये शिकारी कुत्ते बैठे रहते है जो वन्यजीवों को मार सकते है गॉंव से उचित दूरी हो जहाँ इंसानों का हस्तक्षेप कम होता हो

@ryzin05 Lets see how their growth shape

LPG cylinders are a tiny fraction of their total revenues. Also the PNG theme is a tailwind for them. They already have many gas distribution companies as their existing clients, and they have recently received BIS license on its Polyethylene pipes specifically for gas distribution sector.

#TIMETECHNO - Time Technoplast Time Technoplast is India’s largest manufacturer of large plastic drums and a dominant global player in industrial packaging, but the real story is its structural shift from low-margin commodity packaging to higher-margin composite products (like CNG cylinders and IBC tanks). That mix shift is the primary re-rating driver. Q3 FY26 numbers validate this trajectory: Revenue hit ₹1,567 Cr (+12.8% YoY), PAT surged to ₹126 Cr (+25.4% YoY), and EBITDA margins expanded to 15%. Currently, the business mix is roughly 70% packaging and 30% composites, with exports contributing 36% of total revenue. The market has begun pricing in this transformation, with the stock currently trading around 18–21x FY26E PE, up from its historical range of 14–17x. Growth Catalysts & Triggers 1. The Margin accretive mix shift: Composite products are growing at a rapid 25–30% range, vastly outpacing the 11–13% growth of the base packaging business. Crucially, composites carry ~17–18% margins compared to just ~12–13.5% in base packaging. Management is aggressively targeting the composite share to reach ~35% within the next two years, acting as the company's biggest long-term profit driver. As of March 25, 2026, the company successfully completed its planned Q4 FY26 greenfield and brownfield expansions on schedule, with trial production already underway. This includes Phase I of the Morai composite cylinder plant (adding 600 cascades) and a new 12,000 MT recycling plant, directly supporting the high-margin mix shift and captive cost-efficiency targets. 2. Strong CNG Cascade Demand & Visibility: The company continues to capitalize on India's City Gas Distribution network expansion. The Type-IV CNG cylinder order book stands at a healthy ~₹165 Cr. This was recently bolstered by a fresh ₹115.56 Cr PSU order secured in March 2026. Because execution is slated within a year, this provides excellent near-term revenue visibility. 3. Balance Sheet Deleveraging & ROCE Expansion: Following an ₹800 Cr QIP, the company has aggressively cleaned up its balance sheet, reducing debt sharply to ~₹266 Cr. Management has guided to become completely debt-free within ~6 months. Eliminating this debt will save ~₹25–30 Cr annually in finance costs, dropping directly to the bottom line and driving a structural expansion in Return on Capital Employed (ROCE). 4. Long-Duration Optionality (Hydrogen & Batteries): The company is planting seeds for the next decade of energy infrastructure. They recently received their first trial order (~₹2.3 Cr) for hydrogen cylinders. Additionally, their battery arm secured CPRI certification, opening access to lucrative utility and EPC projects. While small today, these provide excellent long-term optionality requiring little incremental capital. Key Risks: The immediate execution risk lies in the reliance on lumpy, project-based PSU orders for CNG cascades, which can make quarterly revenue recognition uneven. Scaling the composite business to the 35% target requires flawless, steady execution. On the macro front, the company remains sensitive to polymer price volatility and, with 35-40% export exposure, is vulnerable to a broader global economic slowdown as well as geopolitical & freight disruptions, and finally, while the balance sheet is repaired, the recent QIP dilution requires sustained, high-paced earnings growth to justify the returns to shareholders.

@Zinda_Avdhesh Isse behatar ek journalist ke liye launching kya ho skti thi? Degree puri ho chuki h Known figure bhi bn gyi h Bebak andaj launch se phle hi dikh gya h

हरिदेव जोशी पत्रकारिता यूनिवर्सिटी के कॉन्वोकेशन सेरेमनी से वायरल हुई संभावनाओं से भरी सारा से गुजरे कल, वर्तमान और भविष्य पर बातचीत....जल्द The Litmus के यूट्यूब चैनल पर #Jaipur #Rajasthan

Our Stock markets are facing a crisis due to continuous selling by FPI’s, Geopolitical tension.Biggest losers are small SIP investors. @SEBI_India should urgently allow listed cos to do open market buybacks again.Time to Act @nsitharaman @FinMinIndia @PiyushGoyal @CNBCTV18Live @ETNOWlive @MadhusudanKela @chokhani_manish @AmitShah @narendramodi Cash rich cos should buy back stocks to stabilize markets SEBI should act to protect small investors

@tirthankardas81 Till now we have not purchase our bat or we have not a friend who give their bat to play What do u think? How is the Josh?

@tirthankardas81 I want to say stay cautious Rememring street cricket where only one person have bat One day you are playing well and not out and night is about to come in one hour boy who have bat say you I want to bat give me otherwise I will go Jab koi apna bana nhi pata to dusre ka bigadne,,

Is fear and panic setting in ?

@riteshmjn Sir, If oil prices go up it damage INDIA economy then retailors are selling from fear and also FII sell remarkable amount If any good news in market then FII sell more aggresively due to more liquidity available In indian market FII selling should stop to sustain

Time to reshare. Just watch oil to know whether we will get some resolution to this war or not. And watch Brent not WTI.. also the spread between WTI and Brent should narrow.

@ishmohit1 Still buyers see opportunity They are come to sell tomoorrow again

@PMOIndia @PIBJaipur IPL इन हालात में क्यों जरूरी है?

@vishan_29 Toward more downward

Vintage Coffee - Massive expansion plans underway. Let's track the results starting Q1FY27 once expanded facilities are live. No reco.

@itsTarH @atrupar Gold plated Trump statue

@atrupar Is there anything left in the White House that isn't gold plated?

Trump: "Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?"

@NeerajCNBC Selling ar intensify ho skti h 8 days bache h march ke Dry powder rkhna jaruri h

Today Big Investors FIIs: -7558 Cr DIIs: +3863 Cr (It appears that DII lacks dry powder) #TheNShow #TNS

@sunilgurjar01 LPG cylender

Equity is crashing. Gold is crashing. Silver is crashing. Crypto is crashing. The dollar is crashing. Genuinely what should we buy now?🫣🫢 #trading #investing

@Samajwadi_AK Gajab🤣🤣

श्याम रंगीला FIR लेने के मूड में है 😂🔥 PM पर नया गाना बनाया है.. ट्रेलर देखिये!

@xvi_harley @AbhinavXJ Benglorites does not believe in whole body dance they believe in fingures dance on keyboard and computer But in AI era its time to review

@AbhinavXJ Even the pubs in Bangalore are boring, no dance floor why there's no dance floor in pubs? People just gulp drinks and bad quality food, go home While in Gurgaon the pubs are lively most have a dance floor and ambience is better

It's not even my 3 months in banglore, but slowly realising there ain't much to travel here, except cafe and pubs hopping

@abhishekjha157 Its Superb discussion, After twitter space started I never see TV devates

@tirthankardas81 Its interesting Buy report by AMC get them enough liquidity to get out Sell report give them enough liquidity to enter

A simple rule which has saved me in the markets. Whenever there is a "buy" report on a stock by a brokerage/fund house, it's time to get out if you already hold it or not buy at all. Whenever there is a "sell" report on a stock, it's time to slowly shift your focus into that stock, the stock might be a good buy. Just reverse the process and you won't fall prey to gimmicks.