Rrahul Yadav
7.4K posts
I have heard of a Zomato loophole which is so simple, terrifying and Zomato should be losing sleep over it
A person orders 1 roti on Zomato. ₹40.
Then he calls the restaurant directly 6 rotis, paneer butter masala, malai chaap, dal makhani, gulab jamun and pays them on UPI.
Tells the restaurant to pack everything with that 1 roti Zomato order.
The Zomato rider picks it up. Delivers home. No clue that ₹1,200 of food is riding shotgun with a ₹40 order.
He’s using Zomato’s app. Zomato’s rider. Zomato’s entire logistics network and paying zero commission on 90% of his bill.
It’s cheaper than booking directly from Porter and restaurant.
The restaurant loves it. Full margin, no 25 to 30% Zomato cut.
The customer loves it. No platform fee. No surge. No GST on the hidden portion.
Zomato? Quietly subsidising the entire operation.
And here’s the part nobody’s talking about this isn’t one rogue customer. Restaurants are in on it. They may be whispering this tip to regulars to keep them off the app.
If this spreads, the unit economics of food delivery don’t just dip they bleed out from the inside.
Zomato needs to plug this loophole. This is exploitation of the system. Zomato MUST do something to stop this.
Have you seen this happening in your area?
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Going through the concall of a SME company catering to pharma packaging.
Management highlighted the level of supply chain issues other than higher Aluminum prices.
Posted bad results, but management does a video call with investors. Good to see that in a difficult period.
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@ankit_investing @grok It will lead to a flood of selling first
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🚨 Big Breaking : Removing LTCG In India 🇮🇳 Can Suddenly Boost FII Investment & Sensex May Deliver Sharp 20% Rally. Hey @grok Your Opinion …….
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@sab_maya_hai__ @nsitharaman Market value is fair value rest is speculation
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@nsitharaman Is fair value of Indian rupee at 100 or 150 to USD?
Please help as My friend is an importer.
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“DRI seizes 3,00,000 electronic cigarettes/vapes worth Rs. 120 crore in a major crackdown on e-cigarette smuggling racket across Maharashtra, Gujarat, Delhi and West Bengal.
These prohibited e-cigarettes were found to be sourced from China in every instance and imported in concealment in the items such as “Furniture” and “Metal Chair Parts”.
pib.gov.in/PressReleasePa…
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@9onecapital That’s where most vanishing companies in future will be found
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Recently listed companies, down 40-50% from the issue price, good results, no participants on the call are a great signs to start the research.
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GIFT Nifty is trading almost 200 points higher from where we closed at 3:30 pm yesterday, indicating a strong start for Indian markets.
The biggest positive is Brent cooling nearly 5%, which is supportive for India as it eases pressure on inflation, currency and macros.
Yesterday’s FnO data also turned slightly positive, adding to the constructive setup.
The US markets closed more than a percent up and now the Asian markets are showing strong strength, with Nikkei up nearly 3% and KOSPI up around 6% as of now.
Overall, the setup looks positive for India, but stock and sector-specific action should continue.
#StockMarketIndia
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🍏QUALITEK LAB FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.400 was at 61p/e. Now 32x👍
👍VERY GOOD NUMBERS. BUT the stock might have already moved up, in anticipation. The acquisition strategy is clearly working.
H2 FY26 Vs.H1 FY26
REV:Rs. 71Cr Rs. Vs Rs. 54Cr👍
PAT:Rs. 9.8Cr Vs Rs. 4.8Cr👍
(May Compare with H2FY25 Rev=Rs. Cr & PAT=Rs. Cr )
FY26 Vs FY25
REV:Rs. 125Cr Vs Rs. 71Cr👍
PAT:Rs. 14.6Cr Vs Rs. 7.68Cr👍👍
QUALITEK LAB SME IPO was in JAN 2024 at Rs. 100 at 21p/e
Nilesh Kurhade@nileshkurhade
📌 Qualitek Labs Ltd informed the exchange about its approval for the financial results for the period ended March 31, 2026. #SME #QLL 📄🧾
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I’ve highlighted what’s happening in porcelain insulators, it’s essentially a decade of underinvestment colliding with a structural demand shift. The barriers to entry are simply too high, which means the market largely remains with the three existing players.
HIIL is undertaking a 120% capacity expansion, and I have a feeling the additional capacity may already be booked out.
Intrinsic Compounding@soicfinance
Recently spoke to a veteran in Transmission industry. 7 Key takeaways 1. HVDC is a huge bottleneck and robust order pipeline is likely to persist here till FY30. Only 3 cos in the world have the technology and few Indian HVDC component cos are supporting their scale up. 2. Lot of the Transformer cos in IDT segment are commoditised, and will feel the heat as the commodity price hike is capped at 10% in a lot of government contracts. 3. Transformer oil prices have gone from 70-75 rs to 170 rs+ Per litre, which is impacting the GP margins directly. 4. There is a 18month+ wait period for the supply of insulators. Prices are up 100%+ and companies are working on advance payment. 5. Winding Wires/Copper wires as a segment doesn't have a huge moat. Some of these cos can see working capital spiking big time and lot of profits are just inventory gains. 6. Many transformer cos are backwards integrating and doing things like CRGO coils in house. 7. Power transformers: 400 KVA and 765 KVA transformers are the toughest category to enter in. Export orders are abundant in this category if someone cracks it. In conclusion, Bottlenecks in India ecosystems exists in HVDC & components Insulators Higher voltage products Few niche tech cos in Gas gensets & turbines
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@Sandeep_Majj They will definitely adapt but
Process will be painful and time consuming
Tooline will contract with margin increase
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Indian IT is now trading near the lower end of its historical P/E range — a zone that has often created great buying opportunities in the past.
But this time, the debate is bigger:
Will AI destroy the traditional IT business model?
Or will AI make these companies larger, leaner and more profitable over time?
One side will be proven right.
The real bet today is deciding which one.
#IT #AI
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@Sandeep_Majj @parveshrtl Risk to everything is inflation taking off and rate hikes
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Our new website is live now.
Yes, the theme may be dark…
But the mission is simple — to spread the light of knowledge. :)
We will continue sharing our articles and insights here on X as always, but the website will be a more structured place to read, revisit and learn from them.
Do visit the website, read the first article and share your suggestions.
accumulationdistribution.com/articles/india…
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@sab_maya_hai__ Is there a reason to be? Since not so infectious
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