RAJENDRASINH

@ParveenBhansali result came today

China related supply chain shifts are creating structural tailwinds. Both in core excipients and especially in battery materials, customers increasingly want ex China sourcing options. This is becoming a strategic tailwind rather than a temporary trend. Sudeep appears well positioned to benefit from this global diversification of supply chains. Margins remain strong, supporting reinvestment led growth. With EBITDA margins above 37%, the company has healthy profitability to fund expansion without compromising balance sheet strength. This gives management flexibility to invest aggressively in new growth platforms. Overall Sudeep Pharma appears to be entering a multi engine growth phase. The near term growth will likely be driven by Specialty Ingredients utilization ramp and export expansion. The medium term upside should come from Nandesari commissioning and Lipoboost commercialization. The biggest long term optionality lies in battery grade iron phosphate, which could potentially transform Sudeep from a niche pharma ingredients company into a much larger specialty ingredients and energy materials platform.

#SudeepPharma Cmp- 631 Most powerful growth triggers & tailwinds ahead for Sudeep Pharma👇 Battery grade iron phosphate (SAM) could be the biggest long term value creator. This is clearly the co’s most transformative growth trigger. Through Sudeep Advanced Materials (SAM), the co is positioning itself as a key supplier in the LFP battery ecosystem with mgmt claiming to be the 1st company globally offering an ex China source of battery grade iron phosphate. The biggest positive is that execution risk is reducing even before plant commissioning. The Co is already engaged with 34 customers across North America, Japan, South Korea and Indonesia with nearly 70% sample approvals and validations completed. Pilot scale commercial orders have already begun and multiple offtake discussions are underway. With the 25,000 TPA Dahej plant scheduled for commissioning in early 2027 this could become a completely new high growth vertical and potentially redefine the co’s scale over the next few years. Specialty Ingredients remains the strongest near term growth engine. This segment has transformed from less than 10% of revenue in FY23 to nearly 40% today showing how rapidly the business mix is improving. This business benefits from high customization, regulatory approvals and strong switching costs which create customer stickiness and support better margins. The biggest trigger here is that current utilization is only 35-40% leaving significant room for growth without major new capex. Recent approvals from large global customers including infant nutrition companies and multinational food manufacturers, could drive a strong utilization ramp over the next two years. This is likely the most immediate earnings growth lever. Nandesari greenfield expansion will unlock the next phase of core business growth. The new 51,200 MTPA facility is expected to be commissioned in Q4 FY26 adding significant capacity for both existing products and newer higher margin molecules like gluconates, glycinates and citrates. While customer approvals may delay meaningful revenue contribution until H2 FY27 or FY28, this plant removes future capacity constraints and supports long term scale up. Importantly, around half the new capacity is dedicated to newer premium products which can support further margin expansion. Liposomal platform (Lipoboost) could become a high margin differentiated niche. Sudeep’s in house developed liposomal technology is a promising hidden trigger. Its liposomal iron reportedly demonstrated 80% higher absorption than conventional iron and the company is now expanding into vitamin C, DHA and glutathione. This moves the Co beyond basic mineral ingredients into more advanced, clinically backed specialty formulations. Commercial contribution may begin in H2 FY27, with more meaningful impact expected in FY28 and beyond. Europe and North America are emerging as major export growth drivers. The co’s export business already contributes 62% of revenue and global momentum appears to be strengthening. Europe is seeing strong growth supported by regulatory approvals and dedicated sales expansion. North America could become especially important if tariff changes improve competitiveness with management expecting potentially significant revenue and margin expansion. The company’s global diversification across APAC, Europe, India and North America reduces dependence on any single geography. CEP certification creates a strong regulatory moat. One of the most unique advantages is Sudeep’s CEP certification for calcium carbonate, where management claims it is the only company in India and one of only nine globally. This significantly lowers customer entry barriers and accelerates product approvals especially in regulated markets. Such certifications are difficult to obtain and create a durable competitive advantage. Contd.....

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📢 @in_tradingview quietly slashed Premium watchlist limits from 1,000 → 500 instruments. Want your 1,000 back? Pay for Ultimate. This isn't adding value. This is removing what you already paid for and charging you again to get it back. Anyone else affected? RT to spread the word. #TradingView

Trisha crying here gives me the ick. Yeah she brought up two kids & supported Vijay in all his endeavours

People were celebrating Trisha’s tears while Vijay was taking the oath, but the same people went blind to the years of love, support, and tears of joy Sangeetha had for her husband. Strange how loyalty from a wife is ignored, while a mistress gets glorified. A man who cannot stay loyal to the woman who stood by him does not deserve to preach values to society.

Sandalwood Sapling at Rs.5! Sandalwood tree saplings are available for Rs. 5 at Isha Nursery at Cuddalore, Tamilnadu. 54 different tree variety saplings are available here at subsidised cost of Rs.5 while flower/fruit variety saplings at Rs.10! Shivraj Singh Chouhan Ji, Union Agri Minister, said that the term ‘agro-forestry’ will soon be renamed as ‘tree-based farming’. This makes it easier for small farmers to adopt intercropping methods with trees in their farmlands. This nursery is very unique as being Asia’s biggest single site nursery completely managed by women who are from the neighboring villages! Top management Administration Finance and Accounts keeping Farming Inventory Packing Every aspect is taken care by 200 odd women! Farmers wanting to venture can contact the number of Cauvery Calling team mentioned at the end of the video. vc - cauvery calling channel

@abhishekcjain aaap batao. aap expert hau

Is PM announcement is clear indication of avoiding market for time being ?

@Normal_2610 despite good result stock did not react

Market Outlook 29 March GAEL started commercial production expanding total capacity at Hubli from 7,000 MTPA to 23,000 MTPA - a 3.3x jump in capacity added overnight. This is not a new greenfield site, it is a capacity addition within their existing Hubli manufacturing unit, which keeps capital and integration costs lower. Maltodextrin is a widely used ingredient in food processing, pharmaceuticals, and industrial applications - it is a high-value downstream product derived from maize starch. For GAEL, moving more volume into starch derivatives rather than raw maize is exactly the kind of value-addition that improves margins. The company has also previously commissioned India’s first maize starch-based Sodium Gluconate plant and a Sorbitol plant at the same site. Positive for long-term revenue and margin story

@abhishekcjain are you recommending Corning foreign company ? target?

Corning Investor day ; The "Springboard" Plan Extension & Upgraded Guidance Corning has significantly raised and extended its long-term financial targets, driven primarily by an acceleration in its Enterprise Networks and new Photonics Market-Access Platforms (MAP).   • 2026 Target Maintained: The company remains on track to hit a $20 billion annualized sales run rate by the end of 2026, representing a 15% compound annual growth rate (CAGR) from Q4 2023.  • 2028 Target Upgraded: Management upgraded its internal plan to a $30 billion annualized run rate by 2028. This captures a $17 billion incremental "spring" in sales, a sharp increase from the $11 billion target they outlined just a few months ago in January. They established a "high-confidence" baseline target of $27 billion.  • 2030 Target Initiated: Corning extended its timeline to 2030, targeting a $40 billion annualized run rate (with a high-confidence baseline of $35 billion). They project an accelerated 19% sales CAGR from Q4 2026 to Q4 2030. They specifically plan to build a $10 billion revenue stream solely from their new Photonics MAP by the end of the decade.  The Catalyst: NVIDIA Partnership & AI Infrastructure The massive upward revision in long-term guidance is fundamentally tied to the physical infrastructure demands of generative AI data centers.  Alongside the guidance raise, Corning announced a multi-year, strategic partnership with NVIDIA. The deal focuses on co-packaged optics (CPO)—replacing traditional copper wiring with glass fiber in next-generation AI server racks (like NVIDIA's Vera Rubin) to drastically improve power and thermal efficiency.  • The Investment: NVIDIA is making a $500 million upfront investment in Corning, with secured rights to invest up to a total of $3.2 billion.  • Capacity Expansion: Corning is utilizing the capital to build three new manufacturing facilities in Texas and North Carolina. This buildout is expected to boost Corning’s optical connectivity manufacturing capacity by 10x and overall fiber production by more than 50%.  Near-Term Earnings Context It is worth noting that this long-term investor day update came shortly after a slightly mixed Q1 2026 earnings report in late April. While Corning posted a clean beat on Q1 revenue ($4.35 billion) and EPS, they issued Q2 revenue guidance of $4.6 billion, which slightly missed the consensus expectation of $4.65 billion. This caused short-term volatility before the May 6th long-term guidance upgrade sent shares surging again.  Our View The aggressive upward revisions for the 2028 and 2030 run rates highlight a material shift in the hyperscaler capital expenditure cycle. As AI clusters increase in scale-out density, the energy efficiency and token throughput requirements make the transition from copper to optical fiber unavoidable. By securing long-term, risk-shared capital agreements with key players like NVIDIA, Corning is effectively locking in its position as a critical, tier-one infrastructure supplier for the next wave of AI factory buildouts.

@Manu_Sisti claude

I'm deleting this soon because it's lowkey a formula to PRINT CASH. AI eBooks made with Claude. You can earn $10,000/month simply by working a few hours a week from anywhere in the world. Comment "Claude" and I will DM you this proven blueprint 100% FREE. (Must follow me to get DM). FREE for 24 hrs only

@InvestorOfJAMMU best brand

Page Industries, the undisputed king of Undergarments in India. Although I don't like their low quality products, but it seems FIIs too not interested. DIIs tripled their position and now going to become majority owners. Growth is slowed, PEG is very high at 5, company is now paying 100% of its Profits as Dividend. It was 50% growth company before Covid. Do you like their products??

@LearningEleven Ha Ha. very true .already lost all upside in Aeroflex, Azad thinking ab aur nahi jaa sakta.🤣

Decadal Themes & Valuations - Grab a cup of Kauphy Whenever the market starts believing a narrative like “this is a decadal theme,” “this sector has 5-year tailwinds,” or “this company can grow at 50% CAGR,” it usually starts pricing in the next 2–3 years of growth much earlier. Look at chemical companies in 2022–23. The peak narrative back then was: “Chemicals are where IT was in the 2000s.” Then came the renewables boom. An EPC name like Waaree Renewable Technologies traded at ~250x TTM P/E in 2024. Around the same time, Oriana Power and Viviana Power Tech were trading well above 90x TTM P/E. The same thing happened with transformer companies. Transformers and Rectifiers (India) traded at nearly 300x TTM P/E, while several transformer names were commanding 60–70x earnings multiples. Again, the same phenomenon, markets started discounting the next 3 years of growth. That itself became the peak. Ironically, just a few years earlier, these EPC and transformer businesses were viewed as commodity businesses. Policy changes and industrial tailwinds changed everything. Traditional value investors disliked such valuations, and many never participated in these stories. But markets don’t care who participates and who doesn’t. When liquidity is abundant, at least one sector attracts a disproportionate share of it, provided there is a compelling story to sell. Then came the Data Center theme. A company like Anant Raj, despite multiple perceived red flags, received an 80x P/E valuation. Beyond constructing buildings, it arguably had zero moat in the DC story. Yet, investors who entered early still made serious money. Now, one could counter saying: “Sekhar, you can’t judge these companies using TTM P/E. You should look at forward valuations.” Absolutely correct. Investment decisions should always be based on forward earnings. I’m only highlighting how forward optimism eventually pushes TTM valuations into seemingly irrational territory. Currently, we are witnessing the same phase in the AI Data Center theme. MTAR Technologies, TD Power Systems, Aeroflex Industries, HFCL and Sterlite Technologies are all firing. DEE Development Engineers may join the club too if management clarifies that its HRSG order book has meaningful AI Data Center linkage. Each name now carries its own narrative: • TD Power - One of the few suppliers to select gas turbine OEMs, with capacities reportedly booked out for 4–5 years. • MTAR - AI Data Center players cannot wait endlessly for grid-scale infra or Gas based power, and Bloom Energy’s SOFC solutions offer a quicker alternative. MTAR’s “hot box” capability becomes the moat within that ecosystem. • Sterlite - Not just an optical fiber story; the company is also backward integrated. • HFCL - Optical fiber + defence + aerospace + preform backward integration over the next couple of years. • Aeroflex - Beyond certain power densities (>50kW), conventional cooling becomes inefficient, making liquid cooling increasingly relevant. Aeroflex supplies into that ecosystem, while capacities are also scaling up. If you’re wondering why I’m boring you with all this on a Saturday morning, it’s because investors need to view such themes through a different lens. Back in late 2023, I held Waaree RTL shares. I did some rough math on FY24 and FY25 earnings and concluded that the upside looked limited. I switched into another opportunity (don’t even remember which one now) that appeared to offer better upside. Waaree then went on to make a 7–8x move. Because of that experience, I avoided making the same mistake with Oriana and Viviana. I held them until price action itself started weakening. Similarly, I exited TD Power between ₹800–900 thinking most forward earnings were already captured. That experience is also why I am trying not to repeat the same mistake with MTAR and Sterlite. But at the same time, I didn’t jump into HFCL when some of my friends did, because my fundamental view on the company was still not fully aligned. I eventually entered only after the results gave me more confidence in the story. Sectoral tailwinds, especially global ones, can justify almost any valuation for a period of time. Our thinking is usually too linear. Because of that, either: We never participate in the story, or We exit far too early. Instead, ride the trend as long as possible. Track sector strength, monitor global developments, and use technicals for exits. Learn from your mistakes! Don’t rely only on fundamentals for exits because fundamentals often fail to capture non-linear themes. One big learning for me has been this: Sometimes you need to temporarily shed traditional valuation frameworks and participate in momentum-driven themes. That is where either you need technical analysis skills yourself, or at least a friend who understands them well. And that’s the beauty of the market, such themes keep emerging every 2-3 years, and even if you identify them halfway through, riding them for long enough can still become your ticket to creating meaningful wealth. Happy Saturday!

While this Hindu girl was asked to remove her Kanthi-mala, in the same NEET Exam they allowed the Muslim girl with Hijab & just asked her to show her face. Isn't it double standard? They are forcibly removing Kanthi-mala, Kalawa, Jewelry, Tilak etc from Hindu students & allowing Hijab

A Hindu girl was forced to remove her Kanthi (Tulsi) mala during the NEET exam in Surat. Her father courageously protested: “I am the son of a Hindu and I am standing in Surat, not in Lahore, Karachi, or Pakistan." He said — "You people cannot remove hijab and burqa, but you have the guts to remove the Tulsi mala from my daughter’s neck!”

@VedicWisdom1 is it possible to get all the earlier recordings. late to the overall journey?

In tomorrow's session, I will teach how to Chant Om, the proper method along with meditation. Those interested can Join the session - @Vwisdom1/" target="_blank" rel="nofollow noopener">instamojo.com/@Vwisdom1/

This GLISCO-DS sepoy of China from Sri Lanka promotes "belt & road" infra according to his own profile. Belt & Road is where China takes over other countries' land, using debt trap diplomacy, and goes about developing with zero heed to the environment or concerns of the local people. This hypocrite is now calling India's own environmentally responsible development of its own territory as "illegal." The China run GLISCO-DS angle in trying to stall the strategic Great Nicobar project by India is becoming blatantly visible. All its resources and agents are emerging out in chorus. If you are Indian, do not fall for their psyops and propaganda. Do not become their useful sepoy in stalling India's development and security. Do not let them manipulate your politics, ideology, or empathy to try to make you a force to stall India's development and security. You will be the one to face the consequences in the future as India is kept weak, under developed, and in disarray due to lack of growth and money. For the last 70 years, external powers kept us lagging behind by creating hurdles for everything from power to minding to dams to ports using our own people, programming them to protest. And after creating this stagnation, they program us to fight our own govt saying there's lack of infra, power, development, economic growth, to keep the country weak using our democracy. Understand their plans and do not become their useful agent. It's not just China and its GLISCO-DS but many powers and countries do not want India developing the strategic Andaman & Nicobar. Don't be silent when their agents try to program the young in India and the rest of us to fight it.

Today, global dental giants are sprinting to launch Activated Charcoal lines, charging a premium for the charcoal revolution. But in 1925, a physician in a small Kerala village was already selling it in paper pouches. The British mocked it as primitive ash, while secretly, their own officers used it to scrub away the stubborn stains that Imperial White paste could not touch. An indian invented Biological Magnetism 100 yrs before the West could put a marketing name on it. K.P. Namboodiri, an Ayurvedic physician, realized that the British were fundamentally wrong about the science. When paddy husk is charred at a specific temperature, it creates a micro-porous structure almost identical to what we now call Activated Carbon. Namboodiri infused the ash with Pepper, Clove, & Ginger. The black carbon acted as a magnet (adsorption) to pull toxins & stains out of the gums, while the spices provided the thermal healing. He was practicing Molecular Chemistry in a small Kerala village decades before Western brands understood that carbon is the most efficient way to detoxify the mouth. The British tried to market their white powders as a symbol of The New India... the educated, clean, Westernized Indian. Namboodiri flipped the script. He made his Black Ash a symbol of Vedic Purity. In the 1920s & 30s, the most orthodox Brahmins & the most radical revolutionaries in the South both used the Black Powder. It became a silent way to identify who had rejected the British lifestyle. If your gums were slightly tinted with the dark residue of charred husk in the morning, it was a badge of honor. It said: "My mouth is cleaned by the soil of my ancestors, not the chalk of the King." British dental companies tried to run smear campaigns against Black Powders, claiming they were abrasive. Namboodiri’s powder was so fine that it actually had a lower RDA (Relative Dentin Abrasivity) than the British chalk-based powders. It was physically impossible for the British to prove it was harmful. The Black Powder was so effective at removing the stubborn stains of Betel Leaf (Paan) & Tobacco that even British officers in the South reportedly bought it in secret. They could not get their Imperial White pastes to remove the deep stains of Indian life, so they relied on Namboodiri’s Ash behind closed doors. For 90 yrs, global giants like Colgate & Pepsodent spent millions on advertising to tell Indians that Black is Bad & White is Bright. In the late 2010s, those same companies launched Charcoal toothpastes at a luxury price point. They are now using the exact same tech K.P. Namboodiri was selling for a few annas in 1925. If we look at a modern, high-end Activated Charcoal tube today, we are looking at a 100 yr old apology to K.P. Namboodiri. He was not backward; he was a century ahead of the global dental industry. The British used Chalk (a sedimentary rock) because it was cheap & looked clean. Namboodiri used Paddy Husk (a life-giving grain) because it was biological & functional. K.P. Namboodiri’s legacy is the story of a man who looked at the waste of a rice field & saw a diamond. He took the blackest substance he could find & used it to give India its brightest smile.

@Sharad9Dubey stock price pretty stagnant

GANESHA ECOSPHERE (+VE) Association of PET Recyclers (APR) Bharat allays beverage industry fears over food-grade recycled PET shortage Assures Recycled Food Grade PET industry has adequate capacity to meet the 40% recycled content requirement for FY 2026–27 and also support the additional carry-forward requirement of up to 10% from FY 2025–26

The West built its power grids on Copper. But India is Copper-Poor & Aluminium-Rich. Indian scientists perfected the AL-59 Aluminium Alloy conductors, a material that carries up to 30% more power than traditional cables while sagging far less under extreme heat & load. While the West battles decades-old copper infra, India quietly built the world’s most advanced 800 kV Ultra High Voltage Direct Current (UHVDC) corridors, engineering marvels that move massive power across 1000s of KMs with unmatched efficiency. Also, through the UJALA scheme, India distributed 36.8 crore+ (368M) LED bulbs. This single initiative slashed peak electricity demand by ~9500 MW & saved 48 billion units of electricity every yr. 9500 MW is equivalent to the output of ~20-25 large coal-fired power plants/the entire generation capacity of several states... achieved w/o burning a single extra tonne of coal. Data Source: @indianmatrix

Medical Residents in India are pushed through 36-48 hour shifts as if exhaustion is a qualification, not abuse. They are humiliated by senior Drs, shouted at by staff nurses, assaulted by patients, buried under paperwork, and often treated as disposable labour rather than doctors in training. Many female residents still have no access to safe, clean toilets with working latches, running water, or dignity, even during menstruation. They buy coffee and snacks for faculty from their own pockets, absorb toxicity in silence, and often have nowhere safe to report harassment, assault, or exploitation. Internship and residency in India have become a system where suffering is institutionalised and called training. A country that trusts residents with human lives still refuses to protect theirs. Healing a nation should not require breaking its youngest doctors.