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"Earn with your mind, not with your time." @naval | Health is Wealth | Take the risk. Time flies. RTs r not endorsements
India Katılım Ocak 2013
5.8K Takip Edilen488 Takipçiler
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Big Hint Dropped By .@Vishnu_Jain1 🔥
“Please show Section 4(3)(A) of the Act on your channel, which clearly states that the Places of Worship Act does NOT apply to ASI-protected sites.”
Bhojshala Verdict has paved way to unimaginable reclamation!
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The Supreme Court on Monday, May 18, stayed the felling of trees in the eco-sensitive zone surrounding Kasu Brahmananda Reddy (KBR) National Park in Hyderabad, ordering that no trees be cut within the 25 to 35 metres buffer around the protected urban forest, amid protests from concerned citizens who had been opposing the shrinking of the green cover.
A bench of Justices BV Nagarathna and Ujjal Bhuyan passed the interim direction while issuing notice on a special leave petition challenging the Telangana government's decision to sharply reduce the width of the eco-sensitive zone to accommodate road infrastructure projects.




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@exotikastrology @exotikastrology Too much scare and fear by everyone, how to overcome such situation.
Plz share your prediction on Oil , War , Gold n Humanity .. Modiji too worried for us
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@Anirudh_Astro Guru I m worried about Pandemic 😟! Wreak Havoc , It was not so harsh words even after covid mutations @drakchaurasia Please Help with your valuable insights @RohitashwT Hope the Gods are benevolent, so much of -ve news of Oil War n economy
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Pandemic will be more visible after June 2026. @WHO
Anirudh Kumar Mishra (Astrologer)@Anirudh_Astro
"2026: On one side, war will be at its peak, and on the other, the pandemic will wreak havoc.
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@ajay43 Excellent point . But the headwinds are converging : AI making Indian IT irrelevant, FDI fleeing seeing hopelessness & a drowning rupee , shortage driven inflation ,agri output reduction, unemployment , remittances declining , manufacturing dying . JSR/BMKJ marginal yield is zero
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@Natute123 None - atleast not till the illegal immigrants are out of Europe !
Yesterday’s , the terrorising Italian car rampage says it all , and the authorities there calling it mental disorder case is another thing :(
May be harsh but this is a scary thing for Europeans future ..
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Chinese are buying gold as prices fall. India is told not to buy gold.
David Lee@DavidLe76335983
#Gold and #Silver price drop bring the demand out Shenzhen Shuibei Gold Market is packed with shoppers on Saturday May 16
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The Aerospace Ancillaries - Short Stories in one post
1. Dynamatic Technologies
Started delivering complete ship-set of all eight doors for the Airbus A220. If my understanding is right, likes of Sansera and Aequs are working with Dynamatic on this.
Of course, Dynamatic has also started other Airbus programs (not doors) for "A320/A330". If and when Airbus awards doors program for A320/A330 series, Dynamatic could enter into different league! But I have no idea if it would come anytime soon.
But, of course, several other programs for OEMs like Bell, Boeing, Dassault Aviation, Deutsche Aircraft, and Thales. Additionally, Dynamatic has also developed 4-5 versions of Drones which could turn out to be a good optionality. But of course, consolidated earnings growth would depend on how they deal with their other two verticals.
They do have couple of programs (including 220 doors) that could generate > 400 cr each (9MFY26 aerospace revenue was 565 Cr), so, opportunity is big! Only question is can they execute well and capitalize!?
Any correction towards 8000-8500 could be a decent entry point
2. Aequs Ltd
They have two verticals. Aerospace vertical is doing very well but the Consumer vertical is their achilles heel. It is not only loss making but hurting the overall profitability of the company severely. The aerospace vertical perhaps is best in class with a vertically integrated setup (hardly 2 or 3 in the country with such capabilities). Their consumer vertical has two sub segments, Toys and Electronics.
Toys division isn't doing much although they commenced deliveries to Mattel and that should help. But their Electronics sub-segment could be the wildcard here. They have started supplying to (supposedly) Apple and this one is expected to pick up momentum in next 2-4 quarters and thereby driving the overall profitability significantly upwards! Some analysts believe that Consumer Electronics could become bigger than Aerospace vertical and if that happens, you are looking at a big show!
Rs 100-115 could be a decent entry point but one would need to wait for 3-5 quarters to see significant earnings jump.
3. Sansera Engineering
Primarily still an auto ancillary but transformation towards better product mix has started. If all goes well, they are expected to post 1000 Cr in FY28 in ADS segment (Aerospace, Defence and Semiconductors).
Considering that their H1FY26 ADS revenue was 86.4cr, you could see why market was excited to re-rate it already. But honestly, a good chunk of this optimism is now captured in this. Any correction towards 1700-1800 would be a good buy. Good management and better capabilities.
4. Azad Engineering
Just like Dynamatic, shifting to Aerospace more and more. They manufacture one of the best and most complex products with huge moat. They have also undertaken huge capex and they probably have few execution challenges. If and when they commission the full capex, we might be looking at a giant! Valuations aren't cheap at all. This one takes good support around Rs 1400
5. Unimech
They supply tools for MRO and that's a cyclical/lumpy business. Unless this business is available at very attractive price, this wouldn't be my top priority. There has also been a rumor that they lost a major client, but on that note, they are trying to expand into other verticals and geographies.
6. Rossell Techsys
They produce Electronic Wiring components and that's a very critical component in aircrafts. However, most of their Aerospace work is limited to defence aircraft and they don't have much presence in commercial aerospace which is actually the sweet spot.
But they have started supplying electrical wiring and harness to semiconductor and space companies and that could be a game changer if they can scale it up. But valuations are super rich.
7. Raymond
Just like Sansera, primarily an auto ancillary company but they have some solid expertise in Aerospace vertical. They are setting up a large plant at Sri City in AP but first leg of that commercialization is about consolidating multiple manufacturing centers they have in Karnataka.
Hence, you may not really see significant incremental capacities at least for next 6-8 quarters. But they are doing 100s of FAI (First Article Inspection) and depending on how many will be successful, might determine the future opportunities.
8. Sigma Advanced
They are originally a defence firm and then acquired 45-47% in Indrajaal which is anti-drone specialist (deployed at western command center). They have recently acquired Nasmyth group (UK) and that group supplies to Tier-1 aerospace firms. So, in a way, Sigma now has a sizable aerospace vertical (annual revenues of 700+ Cr). How they can grow it further is the key. If someone has 3 years sort of view, this could turn out to be a giant player if they scale up all three verticals!
However, the original firm Megasoft which acquired Sigma and adopted the name has had very bad history!
Disc: This is not a comprehensive list and none of these are buy or sell recommendations.
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@AmanKayamHai_ explore only 2 gv back door 2 some big pvt company like good ol’ days !!
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EXCLUSIVE: India to launch its biggest offshore oil-and-gas exploration pushes in recent years. Will scan thousands of kilometres across the Bay of Bengal in search of something that could alter India’s energy future — oil and natural gas
My Story ➡️ news18.com/india/indias-b…




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