Shivam

🚨#CosmicCRF FY26 results FY26 vs FY25 👉Revenue 717cr vs 402cr ⬆️ 78% YOY 👉PAT 51cr vs 31cr ⬆️ 65% YOY 👉EPS ₹54.92 vs ₹31.67 ⬆️ 72% YOY 👉Company turned cash flow positive from operating activities 👉Stock trades at 18 PE at CMP ₹1033 down from ATH ₹2032

🚨#InsolationEnergy FY26 results: FY26 vs FY25 👉Revenue 2146cr vs 1334cr ⬆️ 60% YOY 👉PAT 201cr vs 126cr ⬆️ 60% YOY 👉EPS ₹9.1 vs ₹5.73 ⬆️ 59% YOY 👉OPM 13% vs 12% YOY 👉Cashflow from operating activity turned negative; however net cashflow positive (1/2)

He @AshokShrivastava6. His salary is paid by us, the public. Yet when the same public registers their distress, he orchestrates an SM witch hunt against them. For the last 12 yrs, any protest or movement, he has labelled it as a Toolkit, Soros Gang etc. etc. Today, when a CBSE Class 12 student, a victim of the CBSE’s incompetence, shared his distress, Ashok labelled him Paki. And seriously speaking, if anyone thinks that he will restrain himself from doing this in the future - 👎🏾 Becoz despite breaking all the norms of Prasar Bharati, he is well-settled in Doordarshan a channel that runs on public money. And from that salary (plus some Ashirvad, of course), he could arrange a grand marriage ceremony for his daughter in Feb 2026, which was attended by PM Modi ji along with many Union Ministers. Therefore, certainly, also no one will ever dare to call his son a Pakistani. He can call ours. ✌🏽

#SME #AlpexSolar #Alpex Alpex Solar Q4 & FY26 Earnings Call Highlights 👉 FY27 & Future Outlook ▫️ FY27 revenue expected to exceed ₹3,000 Cr, with upside from the 2.2 GW G12R TOPCon cell line commencing commercial production within the next 90 days (by ~August 2026). 💠Management is confident on surpassing guidance meaningfully due to strong execution and cell integration. 💠 Module capacity ramping to 3.6 GW by FY27 (from current 2.4 GW); further expansion to 5–5.5 GW possible with latest technology post-FY28 as utilization tightens by H2 FY28 ▫️Cell line (2.2 GW): 80–85% captive use for modules, 15–20% sold/bartered for size compatibility (G12R focus) 💠Peers achieve 35–36% EBITDA on cells — company expects similar, targeting conservative company-wide EBITDA of ~25%+ (PAT >16% on cells) post-integration. ▫️Long-term vision: ₹10,000 Cr revenue by FY2030 through full backward integration. 💠 5 GW solar glass + 5 GW ingot/wafer by FY2030 (phased); pilot 200 MW ingot/wafer by April 2027, scaling to 2.5 GW by June 2028 (timed with ALMM List 3). 💠Aluminum frames expanding 2–3x via internal accruals ▫️ Policy-driven decoupling: ALMM List 2 (cells) from June 2026 and List 3 (wafers/ingots) from 2028 provide tailwinds; full vertical integration (modules + cells + frames + glass + wafers/ingots) positions Alpex as a resilient, high-margin player insulated from Chinese imports and price volatility. 👉 Current Order Book / Projects and Future Pipeline ▫️ Order book of ~₹1,900 Cr; management selectively not booking more orders to prioritize cell line ramp and higher-margin opportunities. 💠 Recent wins: ₹215 Cr high-efficiency module order (Jan 2026, 6-month execution) + ₹41 Cr solar water pumps order from MSEDCL (April 2026). 💠 DCR vs non-DCR mix: Operating in both markets; Q4 saw higher DCR execution (reflected in portal data), with prices expected to strengthen further post-ALMM List 2 implementation in June 2026 ▫️ Pipeline remains strong due to domestic demand, government thrust on Aatmanirbhar solar manufacturing, and captive/utility-scale projects. ▫️Cell line will significantly boost order book and execution in FY27. 💠 Kosi integrated campus (9 lakh sq ft) on track — houses cell + module lines + aluminum frames; additional land parcels (incl. 21 acres in Madhya Pradesh) earmarked for future growth. 💠SAP rollout enhances real-time visibility across procurement, inventory, and distribution. 👉 Other Notable Points ▫️FY26 performance: 💠Margins expanded significantly over 4 years despite temporary Q3–Q4 pressures (glass/raw material shortages due to geopolitics + freight spikes). 💠Large inventory (₹316 Cr) provided buffer. ▫️Backward integration momentum: 💠Aluminum frames already in-house; cell plant combines two phases into one for faster commercialization. 💠Future glass/wafer/ingot plants will drive further margin uplift and supply chain security ▫️ Operational strengths: 20+ years experience, 7 manufacturing units (mostly Uttar Pradesh-focused for cluster advantages), 26K+ solar pumps installed, marquee clientele (PSUs + corporates like Tata, NTPC, Luminous, etc.), and global ranking (26 worldwide PV manufacturer, 8 in India). ▫️Exports: 💠Minimal focus currently (domestic demand more rewarding); US/EU experimental only due to duties — future wafer/ingot capacity may open export doors. 💠Shipping freight volatility noted but manageable ▫️Other: 💠Mainboard migration targeted post-Feb 2027 eligibility 💠BESS under evaluation (contingent on domestic cell policy) 💠Perovskite remains experimental/R&D — not near-term focus (TOPCon + future tandem roadmap preferred). 💠Management emphasizes under-promise/over-deliver culture, technology evolution, and that only serious integrated players will thrive amid industry consolidation. ▫️ Balance sheet and execution: 💠Prudent capex funding (internal accruals for initial phases), and emphasis on quality, automation, and training for stable high-efficiency output (up to 25.5%+ cells).

People who gave up Indian Citizenship 😨 2021 : 1.63 Lakh 😨 2022 : 2.25 Lakh 😨 2023 : 2.16 Lakh 😨 2024 : 3.2 Lakh 😨 2025 : 5.1 Lakh Over 3x in just 5 Years! What is the main reason? 1. High Taxes and 0 Government Facilities? 2. Safety? 3. Low Salary Growth and opportunities? 4. All spending on freebies?

They had shared their plan in private with you?

Well done, Arjun. ❤️ Proud of the way you’ve carried yourself through this season, always believing in your ability, staying patient, working hard quietly, and remaining positive despite having to wait for your opportunity till the very last match. Cricket tests patience as much as skill, and you handled both beautifully today. Keep your feet on the ground, and continue being in love with the game like you always have. Love you always.👏

@SAnalyst135 Oriana meri largest holding hai ab

ये हमेशा राज़ रहेगा कि कैसे लोगों की largest holding वही stocks होती है जो बढ़ रहे होते हैं, 2024 में largest holding थी Oriana Power 2026 में Sterlite Technologies.. बढ़ने से पहले कोई declare नहीं करता कि largest holding कौनसा stock है.. Portfolio बढ़े ना बढ़े, engagement farming ना रुके ☺️

Don't buy any stock at 50 to 100 PE just because it is in the momentum. Narratives change and PEs crash for any sector.

@InvestInMicro I am sure about the Abs Marine and Desco Infratech

Which one of these 3 has the potential to become a 10x in the next 3 years? 🤔 1. ABS Marine (PE-9) 2. Desco Infratech (PE-11) 3. Jay Bee Laminations (PE-12)

@Nareshf2eKumar UC candidate

Koi bolega abs marine ke bare me

If Jagat Prakash Nadda cannot improve FSSAI of India, then he must resign without delay.

🍏ABS MARINE FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.263 was at 13 p/e. Now 8x.🔥 SCORCHING NUMBERS!🔥 THERE MUST BE MORE TO COME! 8x ?! Should RE-RATE. (Thanda Aadmi, Sadhav Shipping is getting 12x) H2 FY26 Vs.H1 FY26 REV: Rs. 183Cr Rs. Vs Rs. 140Cr👍 PAT: Rs. 49.5Cr Vs Rs. 31.3Cr👍 (May Compare with H2FY25 Rev=Rs. 103Cr & PAT=Rs.19Cr ) FY26 Vs FY25 REV: Rs.326 Cr Vs Rs. 184Cr👍 PAT:Rs. 80.8Cr Vs Rs. 27Cr🔥👍 ABS MARINE SME IPO was in MAY 2024 at Rs.147 at 15p/e

🍏ALPEX SOLAR FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs. 1014 was at 14 p/e. Now 13x👍 VERY GOOD NUMBERS.👍 Margin stands around 14.5%. H2 FY26 Vs H1 FY26 REV: Rs. 1325Cr Rs. Vs Rs. 906Cr👍 PAT: Rs. 107Cr Vs Rs. 94Cr👍 (May Compare with H2FY25 Rev=Rs. 516Cr & PAT=Rs. 58.7Cr ) FY26 Vs FY25 REV: Rs. 2232Cr Vs Rs. 783Cr👍👍 PAT:Rs. 201Cr Vs Rs. 83Cr👍👍 ALPEX SOLAR SME IPO was in Feb 2024 at Rs.115 at 29p/e .

Abs marine Super awesome results. My expectation was 20-25 eps for fy 26. But company has delivered 32.5 EPS. Surely this one should get atleast 10-15 pe minimum. That itself will take the company to 350-450. Not buy sell recco. Do study. Probably big UC tmrw

The government sold ethanol blending as a way to reduce petrol prices for common people. But when crude oil prices crashed globally, where was the relief at the fuel pump in India? If 20% ethanol blending was supposed to make petrol cheaper, why didn’t consumers see the benefit? Crude became cheaper, ethanol was mixed in larger quantities, yet petrol prices stayed high while taxes kept rising. The truth is simple: citizens were promised savings, but what they got was a marketing slogan. The burden on the middle class never reduced. Governments celebrated blending targets, oil companies protected margins, and ordinary people kept paying inflated prices. You cannot keep claiming “energy independence” and “cost reduction” while refusing to pass global crude price cuts to the public. People are not blind. If the system benefits only the government and oil companies, then stop pretending it is being done for consumers.

#SME #AkikoGlobal #AkikoGlobalServices #AkikoPay Akiko Global Services Limited Q4 / FY26 Earnings Conference Call Highlights 👉 FY27 & Future Outlook : ▫️Revenue growth target of 70-100% YoY, with clear outlook for ₹300 Cr+ in FY27 💠Q1 FY27 revenue guided at ₹65-70 Cr (April 2026 already closed at ₹21.02 Cr) 💠Akiko Pay expected to contribute ₹50-100 Cr in FY27 (fully integrated into core financial product sales), delivering superior margins via Merchant Discount Rate (MDR), cross-selling (credit cards, loans, insurance, travel, hotels, visas), and engagement features. ▫️PAT margins guided to remain stable at 9-11% 💠Long-term vision of ₹1,000 Cr revenue with sustainable 12-13% PAT margins by FY2030, powered by Akiko Pay ecosystem stickiness and cross-sell. 💠Akiko Pay customer targets: 5 lakh by Sep 2026, 1 million by Dec 2026 💠iOS launch expected this month, enabling aggressive low-cost acquisition (3,000–4,000 daily downloads via 1,500+ employees + 25 million customer database at ₹10-15 per user vs industry ₹250). ▫️Loan business: 💠Unsecured book target ₹1,000 Cr by FY27 end (current 80 unsecured : 20 secured split maintained) 💠Monthly disbursals to grow 5-10% QoQ (Q1 expected ₹65-70 Cr, then ₹80-85 Cr). 💠Credit card business: Continued scaling at 16,000+ monthly disbursals (70% digital) with additional 5-10% organic growth from Akiko Pay at higher margins. 💠Dubai operations to revive to ₹24-25 Cr revenue in FY27 (FY26: ₹16 Cr; already recovering — April ₹1 Cr, May expected ₹1.25 Cr; peak was ₹2.5 Cr). 👉 Current Business Performance / Key Metrics and Pipeline : ▫️Q4 FY26: Revenue ₹57.7 Cr (+48% YoY); temporary margin pressure from planned investments. ▫️Core operational momentum: 💠Credit cards: 16,000+ monthly disbursals backed by 40+ bank & NBFC partnerships (20-25 new this year). 💠Loans: Monthly disbursals exceeding ₹400 Cr (annualized run-rate ~₹5,000 Cr); current book ~₹400 Cr. 💠Akiko Pay: 50,000+ Android downloads (internal figure; ~20% active users with healthy repeat transactions); current organic contribution small but growing (e.g., ₹40 lakh loan disbursement last month at near-zero incremental cost). ▫️Hybrid platform scale-up: 💠Company-owned branches now in Delhi NCR, Mumbai, Bengaluru, Hyderabad, Ahmedabad, Pune, Jaipur, Chandigarh, Lucknow, Patna, Kolkata + emerging markets 💠Total workforce 950+ (489 employees + 430+ channel partners) vs 350+ last year. 💠Pipeline: iOS App Store launch imminent with full features (UPI, AI-led tools, reward ecosystem, insurance, mutual funds, Demat via Upstox partnership discussions) 💠Consent-based marketing from website traffic (8,000-10,000 daily footprints) and existing database keeps Customer Acquisition Cost negligible. 👉 Other Notable Points : ▫️Hybrid model as biggest long-term strength: 💠Digital leads convert at ~10%; physical fulfillment in key cities lifts conversion to 60-80%, enabling efficient servicing of digitally acquired demand without heavy marketing spend. 💠Q4 investments in branch expansion, technology infrastructure, and Akiko Pay deliberately prioritised future operating leverage over short-term margins. ▫️Ankur Gaba to assume MD position in next 1-2 months 💠Employee & channel partner expansion drove higher costs; Akiko Pay marketing spend remains negligible (leveraging internal ecosystem). 💠1% cashback strategy sustainable for FY27 (backed by ~1.8% MDR economics). 💠Clear execution on transition from traditional DSA to technology-driven hybrid fintech platform. @akiko_global

As expected Cockroach Janta Party’s account has been withheld in India.

🍏AKIKO GLOBAL FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.282 was at 25.6p/e. Now 17.5x👍 An year after listing company transformed itself and became aggressive in selling services. 👍VERY GOOD. CREDIT CARD MEMBERSHIP AND OTHER FINANCIAL SERVICES DRIVE, FOR BANKS / FIs H2 FY26 Vs.H1 FY26 REV: Rs. 108Cr Rs. Vs Rs. 64Cr👍👍 PAT: Rs. 11.2Cr Vs Rs.6.2 Cr👍👍 (May Compare with H2FY25 Rev=Rs. 57Cr & PAT=Rs. 5.6Cr ) FY26 Vs FY25 REV: Rs. 173Cr Vs Rs. 76.5Cr👍👍 PAT:Rs. 17.4Cr Vs Rs. 7.9Cr👍👍 AKIKO GLOBAL SERVICES SME IPO was in July 2024 at Rs. 77at 21p/e

@GuruShareMarket Dexter another season expected

TV series with worst ending - 1. Game of Thrones 2. Stranger Things 3. The Boys 4. How i met your mother 5. Lost 6. The Umbrella Academy 7. True Blood 8. Dexter Missed any?