Abhijeet Tamrakar

@tirthankardas81 @Tijori1 So, we need to go to the OEMs concall and figureout that the advertisement spends are increasing?

@mr_cchef @Tijori1 You have to go through the company's concall to know about the industry/sector dynamics.

Platform companies While everyone is focussed on Swiggy/Zomato/Nykaa , most optimistic in this sector over the past quarter has been CarTrade Tech

@tirthankardas81 @Tijori1 How do we track this??

It will do well when there is an overall slump in the auto industry because advertisement expenses of the auto OEM's will increase. The best part about platform companies is the way they can generate operating leverage. The cost of acquisition of customers remains high initially but then once it settles down, just a single nudge by the company and boom, it flows directly to the bottom line.

𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝗜𝗜𝗜𝗧 𝗩𝗮𝗱𝗼𝗱𝗮𝗿𝗮: 𝗖𝗮𝗺𝗽𝘂𝘀 𝗣𝗹𝗮𝗰𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗮𝘀𝗼𝗻 𝟮𝟬𝟮𝟲-𝟮𝟳 :Looking for top-tier tech talent to drive your next big innovation? The Indian Institute of Information Technology Vadodara (IIITV) cordially invites all company.

@abhayjainp Do you have a dev team that is building your tool?

What's new in Investorstack (May 18 to 20): - Thematic baskets like data center proxies, CMDO, GLP-1s - New scanners including RSI breakout, VCP. - Investorstack 35 (caught many stocks early using this scan) - Walk the talk analysis using past 3 years of concalls - Capex Tracker for all companies - Updated market dashboard with multiple data points & so much more! Thanks for being part of the journey. There's still more to come. As always It's Day 1. PS: 4Q data starts updating tomorrow.

@arpit_bhayani I am gonna watch the entire series for sure!! Figuring out which weekend to pick this series.

I am showing how you can build Redis from scratch and nobody cares 😅 I will start posting commentaries and rants. Wahi dega views. This is my worst, absolute worst, performing series.

Dear PM @PMOIndia, I fully support measures aimed at reducing the import bill and conserving valuable forex reserves. But alongside that, can we also look at a few structural reforms? • If freebies cannot be eliminated entirely, at least introduce tighter guardrails and start reducing them. 
• Make India more attractive and predictable for FIIs so that more long-term foreign capital flows into the country. 
• Create tangible privileges and faster access for honest taxpayers at public spaces such as temples, airports, railway stations, and government services. 
• Build stronger enforcement and penalties against habitual tax evasion so that the burden does not fall only on compliant citizens.

@logical_traderr Okay, great!! I have been tracking KIMS as they had good pipeline of new beds additions. It's been quarter now, will the check the updates of KIMS along with HCG and Narayana

@mr_cchef currently reading HCG , but there are many more in the hospital industry. like narayana etc.

The biggest misconception about hospital businesses is that growth is linear. It isn’t. Hospitals operate on a heavily fixed-cost model. Roughly 60–65% of costs remain fixed regardless of patient volume: • Rent and infrastructure • Depreciation on equipment/buildings • Interest costs • Core medical staff • Utilities and maintenance Variable costs—drugs, consumables, doctor incentives—scale with patient volume. This creates powerful operating leverage. A hospital running at 50% occupancy may generate modest EBITDA margins because fixed costs absorb most of the revenue base. But when occupancy rises from 50% to 75%, fixed costs barely move. Revenue can grow 50%, while variable costs rise proportionally and fixed costs stay largely unchanged. The incremental revenue therefore flows disproportionately to EBITDA. Illustratively: • Revenue: ₹100 Cr → ₹150 Cr (+50%) • EBITDA: ₹10 Cr → ₹41 Cr (+310%) This is why occupancy is one of the most important variables in hospital economics. Once a hospital crosses a utilization threshold, profitability can inflect much faster than revenue growth suggests. Understanding this fixed-cost leverage is critical when analyzing hospital businesses, especially during expansion phases where new capacity initially suppresses margins before operating leverage kicks in.

Continuing our process of finding businesses first by running Technical Scans and then going deeper into what is actually changing through recent concalls. We’re naming this series “Between the Lines by StockScans.” #02 Covering our second business today: Syrma SGS Technology. How did this come on our radar? The stock has been consistently hitting new all-time highs and showing strong relative strength for a sustained period. So we decided to dig deeper. From “Low-margin EMS” → “Design-led, high-margin EMS + ODM” Management has guided for ~30–35% growth backed by order book strength and continued client additions, which reduces the uncertainty typically associated with EMS businesses. Importantly, this growth is not coming from aggressive pricing or volume chasing in commoditized segments, but alongside a gradual improvement in operating margins suggesting that mix shift and operating leverage are already reflecting. A second, more structural driver is the company’s push toward design-led manufacturing (ODM), where Syrma is attempting to move from being a contract assembler to a solution provider. While the exact contribution is not fully quantified, repeated emphasis on design capability expansion. Indicates a deliberate move up the value chain. In EMS, this transition is critical because it increases switching costs, embeds the company deeper into customer product cycles, and reduces price-based competition. Equally important is the strategic move toward backward integration via PCB manufacturing, disclosed as part of ongoing capex plans. In a typical EMS model, dependence on imported PCBs constrains both margins and supply chain control. By investing in this capability, Syrma is positioning itself as a more integrated player, which can improve margins, reduce volatility, and create barriers over time. From a capital cycle perspective, this is a key signal companies that reinvest during favorable demand phases often emerge stronger when the cycle tightens. "I think the EMS industry is entering the second phase. The first phase was establishing itself. So I think going forward in the coming years, the electronic manufacturing industry would be one of the pillars of the growth of India."~Q2 FY26 Concall For P2P Comparison here is the breakdown: stockscans.in/peer-compariso… Disc: Not a Buy/Sell Recommendations.

Both Venus & Scoda are building this moat — just at different stages. Not a buy/sell call. Just sharing research. Always do your own due diligence. 🔁 RT if useful | 💬 Drop your views below #VenusPipes #ScodaPipes #IndianStocks #StockMarket #SmallCap

📊 What I'll watch every quarter (Part 2): - Value-added product mix % (margin proxy) - New approvals in power/nuclear/export markets (long-term moat builder — takes 2–5 years) - Operating cycle staying for Venus <120 days 12/n

🧵 India's power sector is creating a multi-year order runway for stainless steel pipe makers. I deep-dived into two listed players — Venus Pipes & Scoda Pipes — so you don't have to. Here's what management is guiding, what to track, and what risks remain. 🔽 1/n