👻औसत छात्र 👻

@sachprat07 STR bhai gajab summary 👌👌

#SME #CosmicCRF #Cosmic #Amzen Cosmic CRF H2 & FY26 Concall Highlights 👉 FY27 & Future Outlook ▫️Emphasis on volume-led growth expected in FY27 with existing operations targeting 1.22–1.30 lakh MT production (vs ~1.06 lakh MT achieved in FY26) 💠Implying ~30%+ topline growth even without Amzen contribution; no exact number given to avoid “unnecessary guidance”. 💠Supported by higher realisations and improved utilisation (targeting 90%+ across facilities 💠Prices of raw materials and finished goods expected to rise further in H2 FY27 (7–10%+ uplift anticipated) ▫️Amzen Legal victory: 💠Supreme Court set aside NCLAT order; company declared eligible and remains sole H1 bidder. 💠In words of Management: “God-given” transformative asset with modern German/American machinery. 💠Subsidiary integration progressing smoothly; plan to consolidate remaining 26% in NS Engineering via SEBI route. 💠Mainboard transition eligibility achieved (30 June 2026); filing expected first week of July. ▫️Amzen integration to be a game-changer: 💠LOI expected shortly (possibly June), factory ramp-up in 9–12 months (commercial production targeted March–May 2027) 💠Initial focus on repairs/maintenance + wagon manufacturing (scaling from 3,600 to 7,200 wagons p.a.). ▫️Long-term vision (by FY29): 💠~3.5 lakh MT total capacity and potential ~₹3,500 Cr revenue at ~₹1 lakh/MT average realisation. 💠Amzen alone expected to be equivalent to the entire current group (CRF + NS + Springs/Forging) at full utilisation — the single biggest growth driver over next 3–5 years. 💠Springs business margins to expand sharply post-RDSO approval (target PAT 10–18%) 💠Forging unit commercial production in next 9 months with high-value, high-margin railway components (₹1.4–1.5 lakh/MT ASP). 💠Container manufacturing (sea freight 20/40 ft) planned via Amzen — initial mathematical target 7,500–10,000 units. 👉 Current Order Book / Projects and Future Pipeline ▫️Order book of ₹760 Cr (split between railway and infrastructure items) providing excellent visibility. 💠~75% of coach/wagon body deliverables manufactured in-house across 4 units 💠Full backward integration (CRF sections, DM/non-DM items, fabrication, springs, forging, galvanizing) reduces dependency on vendors. ▫️Pipeline highlights: 💠Government’s plan to procure ~1 lakh wagons (~₹40,000 Cr opportunity) + Rail Plan 2031–33 requiring ~4 lakh additional wagons over 5–7 years (~40,000–45,000 wagons p.a. feasible industry-wide). 💠West Bengal government change expected to drive massive infra push— management already engaging with officials. 💠Amzen strengths: all types of wagons (open top, covered, etc.), bridge girders (20,000 MT capacity), wagon repairs (big addressable market from ageing fleet), DFCC/internal siding advantages. 💠Additional diversification into sea freight containers and defence/export wagons. 👉 Other Notable Points ▫️Operational scale-up: 💠Total installed capacity 1,33,600 MT (CRF standalone 55k + NS 65k + CSEL 13.6k) 💠FY26 production ~1,06,370 MT (~90% YoY volume growth) 💠NS ramped 12.5k → 65k MT; overall capacity grew ~94% YoY. Utilisation ~80% (engineering plants typically max out at 85–87%; targeting 90%+ next year). 💠Cash flow from operations turned positive (₹3.5 Cr vs negative ₹90 Cr last year) despite aggressive capex. 💠Debt remains light (term loan only ~₹36 Cr; total debt ~6–15% of assets/topline). ▫️Margin & balance sheet: 💠Some FY26 PAT dilution due to springs ramp (only ₹1.5 Cr profit on ₹67 Cr revenue pre-RDSO), Amzen-related carrying costs, and legal expenses. 💠Margins expected to improve meaningfully with scale, backward integration, and higher-value products. 💠Promoter-led execution + team efforts repeatedly highlighted; multiple capacity additions (new sheds, galvanizing bath expansion, R&D) funded largely through accruals + preferential warrants. 👉Questions & Answers: 💠 Amzen timeline & contribution: 9–12 months to commercial production; FY27 impact minimal; major ramp from FY28 onwards 💠Debt & funding: Peak term debt post-Amzen ~₹200–300 Cr range; well within manageable levels given asset size and cash position; no immediate dilution expected. 💠 Springs/Forging: Current low margins due to pending RDSO; improvement expected post-approval. Forging to add high-margin railway safety components. 💠Margins & RM volatility: Hedging + long-term contracts + PVC clauses + future liquid metal initiative planned for larger scale.

@gaze_observer Horrible

Aequs Ltd Q4FY26 Results:- #Q4Results #Q4FY26 #Stockmarket #Nifty #Aequs Revenue 367.10 Cr vs 249.29 Cr (+47.26% YoY┃+12.55% QoQ) EBITDA 4.20 Cr vs 24.53 Cr (-82.88% YoY ┃-85.52% QoQ) EBITDA Margin 1.14% vs 9.84% YoY & 8.90% QoQ PBT Ex-Exceptional Items -42.26 Cr vs +5.88 Cr YoY & -16.29 Cr QoQ PAT -53.72 Cr vs +8.92 Cr YoY & -42.68 Cr QoQ Other Income 27.94 Cr vs 17.09 Cr YoY & 9.06 Cr QoQ Last Q3 Exceptional loss of 16.68 Cr This Q4 Exceptional Gain of 8.98 Cr

@Ashish_4vedi Chai ek emotion hai.. chai lover💓

Itni garmi mein log chai kaise peetey hai 🫨

@Atulsingh_asan Offline store mein toh mujhe iska koi product hi nahi dikhta UP mein

How is this company surviving? Net profit: 97 cr in 5 years Cash flow; (-156 cr) in 5 years

@TheAlpha10X ETF is best

7 Good Defence stocks to track🔥 Solar Industries Data Pattern Astra Microwave Unimech Azad Aequs Axiscades Which one is your favourite❓

@PulkitA30298377 Sakal itni kharab hai kya bro😂😂

Attended Bihar AI Summit 2026. Good initiative by Bihar Govt but speakers of events may be upgraded. Inviting Miss Universe Bihar is in such event is meaningless 😁

@InvestInMicro K&N

Tell me one Defence stock you are holding silently thinking it can become a serious wealth creator in the next 3 to 4 years.

@rahuja671 I think first BESS order👍

Ganesh Green Bharat has received the Letter of Award(LOA) from NTPC Renewable Energy for EPC PACKAGE for Development of 1000 MWh BESS CAPACITY AT NTPC REL BIKANER SOLAR PLANT. Total order book for ongoing projects has increased from Rs. 700 Cr0, as intimated on 22nd May 2026, to Rs. 2210 Cr. #ggbl

@nileshkurhade 🧐

📌 Oriana Power Limited informed the exchange that a meeting of the Board of Directors of the Company is scheduled to be held on Thursday, May 28, 2026, (1) to consider and approve the Audited Financial Results of the Company for the half year and financial year ended March 31, 2026, on both Standalone and Consolidated basis. #SME #ORIANA 📅📊

@Rakshithsantos1 👍

Most people know TruAlt Bioenergy as India’s largest ethanol producer. More recently, people started tracking the company because of its Sustainable Aviation Fuel (SAF) ambitions after signing a technology licensing agreement with Honeywell UOP. But I think the most interesting business inside TruAlt today is neither ethanol nor SAF. It is CBG. And the timing here is becoming extremely interesting. India is aggressively expanding PNG infrastructure, CGD networks, and CBG blending initiatives. The direction is very clear. India wants a larger share of its energy ecosystem to come from domestically produced gas alternatives over the next decade. The problem is that supply is nowhere close to demand. India’s SATAT programme envisioned thousands of CBG plants, but actual operational capacity today remains a fraction of what was originally planned. That creates a massive supply gap just as the ecosystem is getting built out. This is where TruAlt quietly enters the picture. Through its subsidiary, Leafiniti Bioenergy, the company has already been operating a 10 TPD CBG plant. And the numbers are surprisingly strong. FY26 revenue from this single plant was nearly ₹42 crore with EBITDA margins exceeding 50%. That detail matters a lot because while TruAlt’s core ethanol business is currently facing underutilisation and margin pressure, this relatively small CBG operation is already demonstrating significantly superior economics. And now they are scaling aggressively. • JV with Sumitomo Corporation → 4 CBG plants → 20 TPD each → 80 TPD planned capacity across Karnataka & Maharashtra • JV with GAIL → 49% stake in Leafiniti → 72 TPD additional planned capacity But the more important detail here is that GAIL could potentially offtake the entire production. That changes the nature of the business completely. Once India’s largest gas infrastructure player becomes your potential buyer, the business starts moving away from cyclical commodity-style economics toward something far more stable with better demand visibility and stronger revenue predictability. And then there is the SAF optionality sitting quietly in the background. TruAlt already has the Honeywell UOP Ethanol-to-Jet technology agreement and plans to develop 80,000 TPA SAF capacity in Andhra Pradesh. Which means the company’s underutilised ethanol capacity today could potentially become SAF feedstock tomorrow. Same ecosystem. Same feedstock chain. Potentially far better economics. This is why I think the market may eventually start viewing TruAlt very differently. What people currently see: “An ethanol company facing margin pressure.” What it could gradually become: • A high-margin CBG platform • A SAF player linked to aviation decarbonisation • A stable ethanol blending business • A carbon-credit-generating bioenergy ecosystem Interesting times ahead for TruAlt Bioenergy. This is not investment advice. :)

@ThetaVegaCap ETF is best

India’s healthcare opportunity is massive 📈 Top listed hospital chains in India 👇 ✅ Apollo Hospitals Enterprise 74 hospitals | 10,400+ beds ✅ Manipal Hospitals 49 hospitals | 12,600+ beds ✅ Fortis Healthcare 36 hospitals | 6,000+ beds ✅ Narayana Health 21 hospitals | 5,859+ beds ✅ Max Healthcare Institute 20 hospitals | 5,200+ beds India still needs ~2.4 million more hospital beds to meet global standards. Rising insurance penetration + ageing population + lifestyle diseases + medical tourism = Huge long-term opportunity for hospital sector. Healthcare may become one of India’s biggest structural growth stories over next decade. #Hospitals #India #HealthCare

@Curious_Com_ Hospital sector

If you have to select 4 stocks to invest till 2030 Which 4 Stocks Will You Select?

@vandit_jain1994 Sir आप भी टेलीग्राम ग्रुप चलाते हो देख कर सेबी वाले लेंस लेकर खोज रहे हैं😆🤣

You would find many people boasting about Trident Techlabs when it was doing well. However, most never accepted their mistakes, never posted whether they exited or are still holding and have just vanished. I accepted my mistake, shared about my exit publicly. Making a mistake is not wrong, when people publicly boast about their great calls..they should also accept their wrong calls.

@enough_yt Nord 6 when??

The New Oxygen OS 16.07 Update is so Good on Oneplus 12 🤩

@BasantBaheti3 यहां तो x पर हर एक स्टॉक का नाम लिखता है और लास्ट में DYDD लिख देता है😂

मेरा तो हर दूसरा ट्वीट निवेशकों को इन फ़र्ज़ियों से बचाने का ही होता है , पिछले पाँच साल से ट्विटर पर यही कर रहा हूँ , सोशल मीडिया पर जो भी विशेषज्ञ शेयर का नाम लेकर सलाह दे , उसे तुरंत ब्लॉक करें , ये बात मैं कई बार लिख चुका हूँ ! केवल उन्हीं विशेषज्ञों को सुनकर अपना ज्ञान बढ़ाएँ जो शेयर का नाम लेकर टिप नहीं देते क्यूँकि शेयर का नाम बताने वालों में 95% चिपकाने वाले विशेषज्ञ ही होते है इसीलिए 95% ट्रेडर लूजर रहते है

Sterlite tech received order of 10,000 cr rupees, bookmark it. This order either will be canceled or will remain unexucted in future !!

@InvestInMicro Koi bhi nahi

Which one of these 3 has the potential to become a 10x in the next 3 years? 🤔 1. ABS Marine (PE-9) 2. Desco Infratech (PE-11) 3. Jay Bee Laminations (PE-12)

#WATCH | Nibe Group says - Nibe Group has successfully completed the no-cost, no-commitment demonstration of its loitering munition named Vayu Astra with 100 KM Range at Pokhran on 18-19 April 2026 & Joshimath (Malari), Uttarakhand on 26-27 April 2026. Nibe Limited’s Vayu Astra-1 Loitering Munition Anti-Personal carried out first NCNC demo successfully at Pokhran Range, Rajasthan, with 10 kg warhead in single attempt, successfully hitting the target at 100 km with CEP less than 1 m with abort attack and reattack capability of the LM. The LM is based on an Israeli loitering munition. The team carried out Anti Armour (Anti-Tank) night strike using- IR camera and LM successfully hit the target within the 2 m CEP in a single attempt with capability of handing over the control from GCS to Forward Control Segment 70 km away was successfully demonstrated. At Joshimath (Malari) Uttarakhand Vayu Astra-1 LM had been successfully demonstrated endurance flying more than 90 minutes high altitude loitering and endurance completed at more than 14000 Ft height and LM is recovery for next flight after completion of mission. (Videos: Nibe Group)

@Atulsingh_asan Pumping stock ...

116% return in 3 months Posted Poor earnings and expected to post further such kind of results because of higher interest and depreciation cost So what will happen tomorrow

Nibe Limited successfully demonstrates Suryastra rockets with massive 150 km and 300 km strike ranges at ITR Chandipur. With pinpoint accuracy and CEP as low as 1.5–2 meters, these rockets are absolute game changers for the Indian Armed Forces. 👏🏽