AJ

@ManishK46113331 Bulk of this is from listing gains. Impossible to recreate

🚨Many people are afraid of #SME #investing but this is SME index returns in last 5 years; from 2000 it went upto 1,20,000 which is 60x returns in 5 years. ₹1 lakh invested became ₹60 lakhs 🔥 SME Index #valuation at an all time low of 11x PE against median PE of 40x 🔥

@VSReddy_MP Dubai

Bengaluru was founded in 1537 by Kempe Gowda, Hyderabad in 1591 by Muhammad Quli Qutb Shah, and Chennai in 1639 by the British East India Company under Francis Day. It took 500, 430, and 380 years respectively for them to become the metropolitan cities they are today. These cities were not built in haste, but shaped over generations. Amaravati cannot be manufactured overnight with borrowed money and grand illusions, especially when it is not self-financing as claimed. Build the basics first, Assembly, Secretariat, High Court, and essential housing for government employees and stop there. Let Amaravati grow organically with people, business, and time. A capital city must rise from strength, not debt. Indiscriminate spending on fancy designs and oversized infrastructure is not vision; it is financial recklessness. Every unwarranted rupee spent today becomes a burden on the people of Andhra Pradesh tomorrow. Loans for non-revenue-generating projects do not build prosperity, they strain public finances. Governance requires functionality, not vanity architecture. If caution is ignored by the @ncbn government, Amaravati risks becoming a monumental excess rather than a model capital. @ncbn @JaiTDP @TV9Telugu @NtvTeluguLive @tv5telugu @abntelugutv @sakshitvdigital @DeccanChronicle @timesofindia @ANI @PTI_News @Eenadu_Newspapr @eenadulivenews @ANDHRAJYOTI @SakshiNews

@InvestHyderabad I can give at same price in nampally

Landowner asking ₹2.5 lakh/sq yd for a commercial plot on a 100+ ft road in Tellapur. At the same price, one can buy in mature hubs like Kondapur or Gachibowli—with far better rental yields. Commercial plot prices 🔥

@Akash17971 Currently listed players are better

After names like Rajesh Power, Advait Energy, and Viviana Power, a new Power T&D EPC player - Om Power Transmission - is getting listed, adding another emerging company to this fast-growing segment ⚡🔥 Om Power Transmission Limited, an EPC-focused infrastructure company operating in India’s fast-growing power sector has come up with an IPO. Business Profile Om Power Transmission is a power transmission + EPC company engaged in execution of high voltage (HV) and extra high voltage (EHV) transmission lines, substations, and underground cabling projects. Om Power Transmission operates on a turnkey EPC model, undertaking end-to-end project execution from design to commissioning, after which it also offers separate O&M services for maintenance and operation of infrastructure. Working capital heavy model EPC requires: Material procurement upfront Delayed payments from clients (mostly PSU) 👉 This leads to high receivables + cash flow pressure Work Design & engineering Procurement of materials Erection & installation Testing & commissioning Operation & maintenance (O&M) Its execution capabilities span: Transmission lines: 11 kV to 400 kV Substations: up to 220 kV Underground cabling: HV & EHV networks Since inception, the company has: Executed 1000+ CKM transmission lines Delivered 11 substations Key Business Vertical Breakdown: 1. Transmission EPC (core revenue driver) 2. Substation EPC (AIS + GIS with SCADA integration) 3. Underground cabling 4. O&M services (124 substations under management as of Dec 2025) Business Nature Insight: 1. Project-based revenue model 2. High working capital intensity 3. Execution efficiency = key profitability driver Revenue Mix & Client Profile Segment-wise (9MFY26): Transmission: 44.8% Underground: 25.9% Substation: 20.9% O&M: 8.4% Customer Type: Public sector: 87.5% Private sector: 12.5% Client Concentration: Top client: ~50–72% Top 10 clients: ~95–98% Key Clients & Dependency Major exposure to state utilities / public sector clients Extremely high client concentration: Top client contributes a very large portion of revenue Top 10 clients = almost entire business 👉 Real Meaning: Business is relationship-driven Order inflow depends on: Government spending Tender wins Order Book Strength Order book: ~₹744.6 Cr (Dec 2025) Projects: 58 Mix: Transmission: 69.7% Substation: 22.7% Underground: 3.9% O&M: 3.7% 👉 Strong visibility, but heavily skewed towards transmission EPC. Geographical Presence Core market: Gujarat (79% order book) Expanding to:Rajasthan Punjab Dadra & Nagar Haveli 📌 IPO Structure Total Issue: ~85.75 lakh shares Fresh Issue: 75.75 lakh shares OFS: 10 lakh shares (by promoters) 👉 Interpretation: Majority fresh issue → growth-focused Small OFS → promoters not exiting aggressively IPO Details IPO Size: ~₹150 Cr Fresh Issue: ~₹133 Cr Listing Date: 17 April 2026 Use of Funds: Capex (machinery & equipment) Debt repayment Working capital General corporate purposes Growth Strategy Management is focused on: 1. Expanding beyond Gujarat → Pan-India presence 2. Targeting large and complex EPC projects 3. Improving: Execution efficiency + Cost control 4. Scaling capabilities in high voltage transmission infra Peers As per the RHP, the company has considered peers such as Rajesh Power, Advait Energy, Viviana Power, and other similar EPC players operating in the power transmission and distribution segment. Key Takeaways (Important for Investors) Operating in high-growth sector (power + transmission infra) Strong execution experience but still small player Heavy dependence on: Government clients + Limited customer base Growth will depend on: 1. Order inflow 2. Execution capability 3. Capital efficiency Disclaimer: This post is for educational and informational purposes only and should not be considered as investment advice. DYOR.

@Valdip97 @theepicmap So few would know the 3rd

@theepicmap Inside your circle there are 3 countries. Just for your info.

Why hasn’t Spain put €2 million per ship toll here to finance their 52 billion/year deficit?? Are they stupid??

@alifarhat79 It was a 8% rally

When you get a 2% rally after being down 30%

@sambellcumi So is wine

Just in case you didn't know, corks are actually very sensitive to heat 🔥

@elonmusk Give us options to talk to the algorithm

Algorithm is better today than 3 months ago?

@IndianGems_ Reason for delay almost always is lack of funds. If you have sufficient funds, you can do this in 3 years.

This would take 25 years, $3.5 billion, five governments and a World Bank loan to do in the India.

@madhulikaS2 @GummallaSrijana @TelanganaCMO @jayesh_ranjan @IPRTelangana @TelanganaCS This is private land

@GummallaSrijana @TelanganaCMO @jayesh_ranjan @IPRTelangana @TelanganaCS My request is please create a park here shaping this C & D waste in hilly design. Unnecessary money ll be invested in transportation loading & unloading plus habitual defaulters ll still keep on dumping waste here. Do phytoremediation plantation , which ll remove toxicity if any

Dear cyberabadis We are exploring to address the much needed c&d waste dumps in madhapur.Lifting it out &insitu processing being our options, please ponder and advise if you think something we need to learn and consider @TelanganaCMO @jayesh_ranjan @IPRTelangana @TelanganaCS

@anishmoonka Data often hides the truth

In 2020, TCS told 600,000 employees they’d never need to come back full-time. They called it “25 by 25”: by 2025, only 25% of staff in the office, only 25% of the time. Revenue during this experiment went from $22B to $30B. Then they killed it. By late 2023, mandatory return to office. By 2024, promotions and pay hikes tied to attendance. By mid-2025, five-day office mandate for US staff with compliance monitoring. And now, a ₹1,625 crore ($190M) land deal for a 25,000-seat campus in Whitefield, Bengaluru, one of the most congested corridors in a city that already loses $2.4B a year to traffic. For context, Apple Park holds 12,000 people. TCS is building for double that on a single site, in a city where peak-hour speeds average 18 km/h. The five-year remote experiment grew revenue by 36%, kept margins intact, and ran 95% of the workforce from home. The campus they’re building now is a $190M monument to ignoring their own data.

@prasannavishy Set up a NCLT for PSUs

India has 383 government-run PSUs (mostly state government owned) that produce zilch but aren’t officially shut. Result? Scarce capital locked in zombie entities even as states run deficits. •18% of all PSUs are “inactive”. •At least ₹5,700 crore stuck across 18 states/UTs (CAG data) • Several states have dozens of idle firms • In some cases, outstanding loans run into ₹1,000+ crore Why do they survive? Because shutting a PSU is harder than starting one. Closure means untangling asset sales, unpaid loans, pensions, salaries, land titles, and inter-government liabilities. So they linger on eating up capital, delivering nothing. via @timesofindia

@Madan_Chikna Height difference you moron

Why Thane why?

@AshishMeher7 Hardly any growth

@kushanmitra @MercedesBenzInd Tiniest suv in its class

You can see the four-wheel steering of the @MercedesBenzInd EQS 450 in action here. The rear wheels can turn by as much as 10 degrees that make parking this huge vehicle a breeze.

@reachanandl TBF they might have raised new equity

@samisosa1234 @varinder_bansal 10-15% after a 20%

@varinder_bansal 10-15% correction - Scare at its peak ??

Scare is reaching its peak

@samisosa1234 Still double of what id enter at

Casualties of Anchor/Pre IPO selling recently : 1. Purple United 2. Zelio Absolute destruction. Let's see how the road to recovery is Upcoming Pre-IPO unlocks in this month/next month : 1. Satkartar 2. Maxvolt Disc: No Buy/Sell Advice. Do your DD

@reachanandl Not ath

Vaxfab ATH

@amurfalcon1 I'm ready to buy at 127

Purple United Top notch quality promoters & the business. Where will fall stop ?