Mihiir Khajnchi

Put up a quiet little site: mihir.xyz Not a blog. Not a pitch. Just a glimpse into what I do, how I think, and what I’m open to. If you’re in the markets, or building around them - have a look. Felt right to share on Guru Poornima.

@Pricecharts10 Bhai Sitaji, Ramji aur Hanumanji ko mai bhi poojta hu.. Log bahar ki frustration yaha nikaalte hai..

@m1hirk It's all about our mindset nothing serious tho u can't speak about any religion and god's in this way

Sitha Ram being sent to Vanvaas? Rumours floating around… Big positive for markets if true..

@Pricecharts10 Bhai yoga karo life me aur itna serious mat raho.. end of discussion

@m1hirk U literally called Sitharaman as sitha ram and inserted vanvaas in it bhai?ye bichme lana nahi hua?

Naukri 1000 May CE looks like a good punt..

@Pricecharts10 Bhagwan ko kya beech me laaya yaha? Sab kuch plate me paros ke information chahiye aapko?

@m1hirk Ha bhai pata hai but bhagwan ko bichme lane se kya apni policies thik hojayegi?

@Pricecharts10 Do some deciphering

@m1hirk Sitha ram kon?why we are bringing god's here

@Pricecharts10 Cabinet reshuffle

@m1hirk 🤔

Rupee has strengthened more than 1₹ to the dollar from its all time lows a couple days back… Government intervention or is there more to it?

Brent is below $105… Fireworks on Nifty loading?

Stock is up 12% today post results…

This is exactly why India lost big in the AI wave. Our leaders/thought leaders keep coming up with stuff like ‘AI paan nahi bana sakta, AI baal nahi kaat sakta, Go getters will win by playing band baaja instead of AI’… Stupidity..

If Brent goes below $100 soon, expect fireworks in India..

Motherson investor presentation: 1. MPP Margin Turnaround — 270 bps in One Quarter 6.5% → 9.2% EBITDA margin in MPP (Q4FY25 to Q4FY26). MPP is the largest division at ₹62,894 Cr revenue. Even 100 bps further recovery in FY27 translates to ~₹600 Cr incremental EBITDA. This alone can drive meaningful earnings upgrades. 2. Emerging Businesses — 50% Revenue Growth, Becoming Material ₹11,418 Cr → ₹17,072 Cr in one year. Consumer Electronics 7.5x, Aerospace 40%. These were “optionality” a year ago — they are now ~14% of total economic revenue and growing fast. Market hasn’t fully priced this in. 3. USD 96 Billion Booked Business — All-Time High This is unexecuted lifetime revenue already awarded. With 22% being pure EV programs, the concern about EV disruption hurting Motherson is largely answered. Revenue visibility for 4-5 years is exceptionally strong. 4. Leverage at 0.8x — Lowest Ever Despite spending ₹5,911 Cr in capex in FY26, net debt/EBITDA keeps falling. This means the business is now self-funding growth. Lower interest costs will directly flow to PAT — PAT growth can outpace EBITDA growth in FY27. 5. Integrated Assemblies FY27 Order Book = 2x of FY26 This is the clearest forward-looking revenue statement in the entire deck. A division that did ₹11,035 Cr in FY26 has double the order book for FY27. This is not guidance - it is already awarded business waiting to be executed.

Samvardhana Motherson very good numbers. Also debt reduced by 2000 crores by the company

U.S. TREASURY SELL-OFF EASES, TRADERS EYE HIGHEST 30-YEAR YIELD SINCE 1999

@sagarnsanghvi Thanks. I am aware. They always deny… Also, more importantly a person who is/was associated with Redbox should not talk about ‘authentic’ info… The measures in my tweet are of course speculation…

@m1hirk Sometimes it is better to read newspapers as well livemint.com/economy/india-…

Markets bleeding. FIIs gone. Sentiment at multi-year lows. Watch what happens next. When India’s equity market bleeds this long, the Government moves(remember corporate tax cut?) My bet on what’s coming - → LTCG cut(or exemption limit raised) especially for FIIs → STT cut on F&O(unlikely) → More sovereign wealth fund corridors opened for FII → Possibly a dedicated “Invest in India” capital gains holiday for long-term FII holders Modi just said “ye Modi ki guarantee hai” publicly. That’s not a speech. That’s a signal. Governments don’t make those statements and then watch the market fall another 20%. Something is coming. Position accordingly. 🇮🇳 The best time to be in India is when everyone else is walking out.

Trump just paused the Iran strike at Gulf leaders’ request. This is the beginning of the end of the war. Here is why the stars are aligned for a deal right now: 1. Crude above $100 is unsustainable for every import-dependent economy on the planet. The world cannot afford the Strait of Hormuz staying shut. 2. US 30-year yields just hit their highest since 2007. Japan’s 30-year yield hit an all-time record. The global bond market is screaming for this war to end. 3. SpaceX IPO on June 12 - a $75B raise, the largest in history. You do not launch that into a war-driven risk-off market. That deadline is 24 days away. 4. Qatar, Saudi Arabia, and the UAE have been absorbing Iranian missile strikes on their own oil infrastructure for months. They have had enough and they just told Trump directly. Every major power now has a concrete reason to end this. Expect a deal within days, not weeks.

When the whole industry is protesting against you - it is a very bullish signal… Check May 20 protests and which companies are involved…

@BulletSpeed01 HL means? People are worried is a good sign right?

@m1hirk Yes sir. Gap filled and HL happenibg, people are worried

Indian markets sensing some positive macro announcement either overnight or in the next 2-3 days… Price is screaming that…