Zack
2.1K posts


Everybody has made tombstone for India regarding FIIs coming back. It’s definitely needed. But they will come back when they find it fit.
This doesn’t mean all is lost.
DIIs, Retail and Even Family Offices Are There. But most importantly India is still growing and will surprise in coming years to come.
There are sectors, there is world order changing for exports, there is bigger change happening with blue collar workers wages now as compared to white collar folks.
And by law of averages and history optimists have made money more than pessimists.
You complain about FIIs, Your Multibagger Might Be In Hindsight Right Now.
Once the cycle turns, opinions will change for all the gurus, but the returns in portfolio will only be reflected for select few-seen few years from now.
Happens every single time, players change but the game remains the same.
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@yatinmota Analyst are continuously reducing their result expectations and when the results comes poor . The news channel flash that results are in line😂
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TCS Q4FY26 results largely in-line with expectations on both US$ Revenues & EBITM.
TCV came in strong qoq (seasonal + 3 impressive mega deal wins).
Organic employee addition in 4Q along with wage hikes effective 1st Apr’26 for FY27E signals improved management confidence on demand traction.
#TCS #Q4Results

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@rakeshrad @WealthEnrich They recently had search and seizure of Income Tax
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💡Decode this Stock:
30%+ Profit Growth, Riding India’s Power Transmission & Electrification Push!
India’s power demand has been growing steadily, crossing 1,600 billion units annually & with renewable energy expansion, the need for strong transmission infrastructure has become even more critical. The government is investing heavily in transmission networks, grid stability & interstate connectivity, with thousands of circuit kilometres being added every year. When this kind of capex cycle builds up, companies involved in transmission equipment & EPC execution start seeing strong order inflows. This is 1 of those businesses which is right at the centre of that electrification push.
⚙️ The company operates across power transmission, distribution & EPC projects, with a strong order book that is often 3 to 4 times its annual revenue, giving good visibility over the next few years. Revenue has compounded at a steady pace, while profit growth has picked up meaningfully in the last few years as execution improved. Margins are stable in the 10 to 12% range, ROCE is around 18 to 20% & ROE close to 15 to 17%, reflecting a reasonably efficient EPC business.
⚙️ What makes the story interesting is the diversification across domestic & international markets, along with presence in cables, transmission towers & infrastructure EPC. This reduces dependence on a single segment & helps smoothen order cycles to some extent. Capacity & execution capability built over time is now getting better utilised, so incremental growth can come with some operating leverage.
⚠️ EPC businesses are inherently execution heavy, & delays in projects, cost overruns or working capital stretch can impact profitability. Debtor cycles can remain elevated, especially in government linked projects, which needs to be monitored closely.
⚠️ Valuations are not very expensive compared to high growth sectors, but the market usually assigns moderate multiples to EPC businesses because of their cyclical & execution driven nature. Growth needs to remain consistent for rerating to happen.
👉Meri Conclusive Soch
The journey for businesses like these will always have phases of strong growth followed by periods of consolidation. What makes it interesting is the long runway in India’s power & infrastructure buildout, which is unlikely to slow down anytime soon. If execution remains consistent & order inflows continue at this pace, earnings growth should follow, but patience will be tested at times.
Folks if you have been tracking India’s transmission & EPC space closely & noticed which company consistently bags large domestic & international power projects, you probably already know which business this is. Drop me a DM with your guess !
✴️Disclaimer:
This article is for educational & informational purposes only & should not be construed as investment advice. I am not a SEBI registered advisor. Please consult your financial advisor before making any investment decisions. Do your own research before investing.

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You switched jobs. Your PF did not follow.
For nearly 10 years a man in Chandigarh tried to get his provident fund transferred from his old employer.
EPFO did not act.
This week a consumer court held EPFO guilty of deficiency in service.
Ordered them to pay Rs 50,000 compensation for the decade-long delay.
This matters for every salaried man in India.
EPFO cannot sit on your money indefinitely.
If your PF transfer is delayed you can file a complaint at the District Consumer Disputes Redressal Commission.
No lawyer needed. No money needed. Just your UAN and the facts.
Your money.
Your right. Fight for it.
Follow for one salary reality every week.

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@mr_mayank Asking questions to the current government has now become a criminal act..
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THIS IS ABSOLUTE CINEMA 🍿
‘The Lallantop’ reporter publicly showed Aukat to Himanta BS 😂
Lallantop — You used unparliamentary language against Pawan Khera & Kharge?
Himanta — I don’t like your language
Lallan — I don’t need your certificate 🔥
Himanta — Don’t ask me questions, I don’t want to talk to you 🤣
*Himanta ran away in hurry 😭*
Kudos to the brave journalist 👏👏
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Pakistan played a role and will play a further role in negotiations in Islamabad later this week.
However , Pakistan lacks any lever over the US or over Iran.
China is controlling Pakistan and the US is dictating its agenda to the Pakistani interlocutors.
It is basically a negotiation between China and the US.
With Pakistan playing the role of receiving messages from both sides and passing these on.
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@richapintoi Post the clearance then it will be sold to lodha builders at dirt cheap price
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In an anti-encroachment drive, the BMC has demolished over 1,200 illegal structures on government land in Mankhurd’s Sahityaratna Annabhau Sathe Nagar, reclaiming nearly 11 acres. The demolition was carried out with a 400-member team comprising civic officials, police and public works department personnel. Officials said steps are being taken to prevent fresh encroachments, including the construction of protective boundary walls. The action follows follow-up by guardian minister Mangal Prabhat Lodha, who said efforts are underway to reclaim government land across Mumbai.



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Iranians formed human chains at power plants and key infrastructure sites Tuesday following threats from President Donald Trump to reopen the Strait of Hormuz by midnight or face civilizational destruction bloom.bg/3OqyMos
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@IndianGems_ If people don't buy from them the problem will get solved..
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Mumbai Metro Lined to part ways from tomorrow, 8 April 2026. In a significant shift in passenger operations, the two Mumbai Metro lines in the western suburbs (Red Line 7 & Yellow Line 2A) will split from Wednesday and run as independent lines with an interchange point at Dahisar metro station.

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@ManojBhagchand1 IT and ED raid should be carreid out on the all the senior post Government employees
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This is just the tip of the iceberg. In Mumbai, even a Sub Engg and Fire officer in Bldg Proposal and Fire Dept would be worth 100+ crores. Instead of selective action, a fair probe by ED, IT and DRI into these depts could significantly ease the burden on honest taxpayers.
@ Honest, Common Citizen of India Vinita Deshmukh@VinitaDeshmukh
It is indeed tragic that government servants loot us and how!. Look at the degree of corruption by Prashant Waghmare the then city engineer @waghmare4168 and the coverup by the then civic chief Saurabh Rao, present @MunicipalThane @PMCPune @PuneCityPolice @navalMH
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WR Mumbai to run 17 more 15-car local trains soon. Eight on Virar Dahanu section and nine between Churchgate & Virar as two new trains arrive and Virar platforms get upgraded. Read here for details: mid-day.com/mumbai/mumbai-…
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@NeerajCNBC @EconomicTimes Ye tho hona hi tha.. Kuch sansani kabar tweet karo..
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SC refuses to interfere with order allowing Adani to acquire Jaiprakash Associates in blow to Vedanta ecoti.in/yisPLa via @economictimes
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@sudhirmehtapune It will never happen in India.. Since every one is hand in glove.. They are all deep in corruption..
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One simple reform can change #Pune:
Put an accountability board on every civic project.
Every road, flyover, drainage, pipeline, smart city, or digging project should publicly display:
•Budget
•Start date
•Completion deadline
•Contractor
•All agencies involved
•Responsible officers
No more anonymous chaos.
No more endless digging.
No more passing the blame.
If citizens are paying, citizens have a right to know:
Who is responsible. By when. For how much.
This should be mandatory across Pune.
#Pune #Accountability #PMC
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@latha_venkatesh Mam, why are looking at the world to ask.. Atleast ask our PM to say something on this war..
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Can the world sit quiet and let this happen!
William Dalrymple@DalrympleWill
A complete embarrassment
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Corporators in Maharashtra are so corrupt, most of.them are crore-patis! The Corporations be it Mumbai, Pune have become family business with rates being almost 40-50% bribes. That's why all these Corporators have huge a@rse cars like Range rovers, their nepo kids fly private!
Vishal Bhargava@VishalBhargava5
Does 50% of Pune’s budget get siphoned off through corruption? A depressing but hard-hitting reply by @tehseenp
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@sunilgurjar01 Boss.. Why are you highlighting this tax free Income . Do you want to get these also taxed..
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10 legal Tax Free Income in India 🇮🇳!🎯
Save it for later 📌
1. Agricultural income.
2. Life insurance maturity payouts can be exempt.
3. Public Provident Fund (PPF) returns
4. Education scholarships.
5. Certain gifts.
6. Gratuity and leave encashment.
7. HRA benefits.
8. Profit share from partnership firms.
9. Capital gains from selling a house under exemptions.
10. Interest on Saving Accounts
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