N@veen
399 posts
Pressure is mounting on Iran from all major economies. No country wants a prolonged disruption in the Strait of Hormuz, The message is clear: keep oil flowing. #IranWar #StraitOfHormuz #Oil #Geopolitics
U.S. TREASURY TO CONTINUE SANCTIONS WAIVER FOR RUSSIAN SEABORNE OIL BY 30 MORE DAYS
The world cannot afford a prolonged disruption in the Strait of Hormuz. Global energy security is too important, and major powers will act to keep oil flowing. #Oil #StraitOfHormuz #Geopolitics
🇬🇧 UK to deploy drones, fighter jets, and warships to support the mission to secure the Strait of Hormuz. The message is clear: the world will not allow a prolonged disruption to one of the most critical oil routes. 🌍⛽ Pressure on Iran continues to build #StraitOfHormuz #Oil
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 smeresearch.github.io/SMEGems 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME
#SME #VaidyaSane #Madhavbaug Vaidya Sane Ayurved Laboratories (Madhavbaug) H2 FY26 Earnings Call Highlights 👉 FY27 & Future Outlook ▫️FY27 revenue guidance: ₹170-180 Cr 💠Driven by higher patient additions (~2 lakh new patients targeted annually by FY28) 💠Improved hospital utilization, contribution from new franchise clinics, and disease-reversal therapy adoption. 👉Medium-term target (FY28): ₹250-300 Cr revenue with EBITDA margins above 20% (steady-state ~18-19% in FY27 rising through the year from ~15% early levels). 👉Key drivers: 💠Shift to higher-value disease reversal programs (cardiac, diabetes, hypertension, obesity 💠ARPU ₹50-60k vs ₹10-13k for preventive); marketing ramp-up (~₹40-45 Cr annually at ~₹2,000 per new patient acquisition) 💠Hospital revenue share moving toward 50:50 mix; digital engagement growth (Instagram/YouTube followers now ~1.5 lakh / 1 lakh) 💠Continued in-house manufacturing for margin support 👉Long-term Mission 2028/2030: Bring 5 crore people under care ecosystem via 1,000 clinics and 10 operational hospitals across India and beyond, leveraging rising Ayurveda acceptance, Ayush support, and evidence-based protocols. 👉 Current Operations, Expansions & Future Pipeline ▫️Network (as of FY26): 💠~320 clinics (24 company-owned, 46 OPD/mini-clinics, ~250 franchise) across 14 states/UTs + 6 hospitals (4 company + 2 franchise) with 134 beds total and 450+ Ayurvedic physicians. Treated >10 lakh patients. 💠Franchise model remains asset-light (35-40% royalty to company including medicines, therapy kits, marketing, research & senior doctor support; franchisee nets ~₹2-2.5 lakh/month at ₹10 lakh turnover). 👉Hospital pipeline (next 12-15 months): 💠Scale to 250-300 beds; Khopoli (currently 50 beds, 90-100% occupancy) on track for 150 beds by Mar 2027 (construction at slab 3/7 Partial 15-20 beds post-monsoon) 💠Nagpur expansion pending govt permissions; Vadodara (rental, 30-40% occupancy) to add top-floor ~75 beds at 60% occupancy 💠Visakhapatnam scaling via insurance. 💠CGHS approval & empanelment with major insurers/TPAs underway for better utilization. 💠Blended hospital ARPO targeted ~₹70k. 💠Clinic pipeline: Add ~30-40 franchise clinics next year (growth paused earlier to strengthen existing via marketing; non-medico experiments discontinued, back to ~320) 👉Strategic additions: 💠100% acquisition of Parasnath Healthcare (70 franchise clinics focused on joint pain; ₹14 Cr net revenue, ~₹1.1 Cr EBITDA) for cross-referrals (joint pain ↔ cardiac/diabetes) and synergies; integration as subsidiary in current FY. 💠International: Malaysia partnership operational; first Dubai franchise clinic expected in 1-2 months (govt approvals secured) 👉Manufacturing & Digital pipeline: 💠Dynamic Remedies & UV Ayurgen Pharma (100% subsidiaries) drive vertical integration & cost optimization 💠B2C Madhavprash (in-house Chyawanprash for heart) at 15-20k units/month via quick commerce (EBITDA near zero now, turning positive); retail/generic outlet trials ongoing. 💠MIB Pulse app crossed 1-1.5 lakh downloads with Power MAP analytics for adherence/outcomes. 💠Additional diversification via Urja NeuroCare (neurological disorders). 👉 Other Notable Points 💠Strategic pivot validated: Conscious shift from preventive to specialized disease reversal therapies yielding higher realizations & better doctor utilization; ~1.18 lakh new patients in FY26; ~28.5-29k converted to higher-value year-long care plans (focus on ₹40-60k ticket size) 💠Franchise & operational focus: Existing clinics prioritized for patient inflow before aggressive addition; detailed unit economics shared for transparency 💠Corporate & governance: Preferential warrants (25% received, held in FD; balance over 12 months); inventory rise due to March clinic stocking; commitment to better expense breakdowns (other expenses include marketing, clinic ops, doctor fees, rent, GST) 💠Quarterly calls, departmental accountability, and main-board migration decision in coming months. 💠NABH accreditation for all hospitals; CGHS for Khopoli; aesthetics & quality upgrades planned. 💠Ecosystem strengths: 360° care (clinics + hospitals + manufacturing + digital + research + insurance tie-ups with 30+ insurers/7 TPAs); 83+ manuscripts & 500+ research papers; Sonu Sood as brand ambassador; subsidiaries under review for potential simplification.
What do you think KCEIL’s results will look like? 🤔📊 Will the numbers surprise on the upside? 👀 #KCEIL #Results #StockMarketIndia #SMEStocks
The world cannot afford a prolonged closure of the Strait of Hormuz. global oil trade passes through this route. 🌍⛽ Energy-hungry nations will do everything possible to keep supplies flowing. Pressure on Iran will only intensify. #Oil #StraitOfHormuz #EnergyCrisis #Geopol
KP Group : India ka asli power play Ab sirf fans hi nahi, Delhi Capitals ke dressing room se bhi awaaz aa rahi hai — KP Group KL Rahul | Axar Patel | Kuldeep Yadav | Ashutosh Sharma “Real game changer = KP Group.” KP Group: Where India’s real power play begins. Now the voice is coming straight from the Delhi Capitals dressing room — KP Group KL Rahul | Axar Patel | Kuldeep Yadav | Ashutosh Sharm Real game changer powering India’s future. #kpgroup #india #asli #power #delhicapitals #klrahul #axarpatel #kuldeepyadav #ashutoshsharma
