Tarun Arora

297 posts

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Tarun Arora

Tarun Arora

@tarun_ig

Investor & Market Observer | Director at IG International | Second-generation entrepreneur building India’s fresh-produce ecosystem | Focused on Indian equities

Navi Mumbai, India Katılım Ağustos 2014
511 Takip Edilen443 Takipçiler
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NDTV Profit
NDTV Profit@NDTVProfitIndia·
Swan Defence and Heavy Industries teaming agreement with #MazagonDock Shipbuilders For the latest news and updates, visit: ndtvprofit.com
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Tarun Arora
Tarun Arora@tarun_ig·
🔥 BLS International roars back! MEA awards a 3-year visa services contract in China — Beijing, Shanghai & Guangzhou. From temporary setbacks to expanding global dominance 🌏 This is how strong fundamentals fight noise. #BLS #MEA #China
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Tarun Arora@tarun_ig·
BLS International | Investor View Temporary MEA restriction = sentiment event, not earnings risk. 🔹 Indian Mission exposure only ~12% of revenue / ~8% of EBITDA 🔹 All ongoing contracts continue; no hit to FY26 numbers 🔹 Global & digital diversification driving steady growth momentum 📈 Business remains fundamentally strong — dips driven by emotion, not economics. #BLSInternational #Investing #StockMarket
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Tarun Arora
Tarun Arora@tarun_ig·
@ayushmarda07 Important context — 🔹 Existing MEA & global contracts of BLS remain active. 🔹 The 2-yr bar affects only new Indian Mission tenders (~12 % of revenue). 🔹 BLS serves 60 + govts globally with strong compliance. Looks procedural — hope it’s reviewed soon. 🇮🇳
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Ayush Marda
Ayush Marda@ayushmarda07·
BLS International – Why Tracking Companies Matters Before MEA debarred BLS, this was a very promising company. The business model is interesting — they’ve been growing through acquisitions in a consolidated and growing visa outsourcing industry. There were strong tailwinds supporting growth. Then came the regulatory headwind. The company cannot take new contracts for now. This changes everything. Aggarwal said that 90% of existing contracts have been renewed, and the current business should continue smoothly. Maybe this year, we’ll still see 30% growth. But the market doesn’t price current growth — it looks ahead. With no new contracts for the next 2 years, growth will slow, and the tailwinds in the visa outsourcing market no longer benefit BLS. This is a classic regulatory risk — and it’s dangerous because it can completely change the business trajectory. I was bullish on BLS earlier. Now my entire outlook has changed — all from one update. This is exactly why tracking companies continuously is so important. Growth will reduce in the company now and it does not deserve much high multiple we may see PE derating in the company Now Markets move fast, and one regulatory change can rewrite the story. If You Want To Be A Better Equity research Analyst Or Make Practical Sense in Stock Market ( See first Comment )
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Tarun Arora
Tarun Arora@tarun_ig·
@REDBOXINDIA Important context — 🔹 Existing MEA & global contracts of BLS remain active. 🔹 The 2-yr bar affects only new Indian Mission tenders (~12 % of revenue). 🔹 BLS serves 60 + govts globally with strong compliance. Looks procedural — hope it’s reviewed soon. 🇮🇳 #MakeInIndia
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RedboxGlobal India
RedboxGlobal India@REDBOXINDIA·
BLS INTERNATIONAL SERVICES LIMITED: RECEIVED DEBARMENT ORDER FROM MINISTRY OF EXTERNAL AFFAIRS; DEBARRED FROM PARTICIPATION IN FUTURE TENDERS FOR TWO YEARS DUE TO ALLEGATIONS INCLUDING COURT CASES; EXISTING CONTRACTS UNTOUCHED.
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Tarun Arora@tarun_ig·
@UAEmGov @DXB @UAEembassyIndia facing repeated issues with airlines while boarding flights to Dubai on a 5-year multi-entry eVisa. Airlines are incorrectly stating that the visa is expired, causing long delays and missed flights. Entry permit no: 210/2024/11200001223. Pls help
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Tarun Arora@tarun_ig·
@airindia ✈️ Thanks for the amazing assistance during my international travel today! A big shoutout to Ruturaj and the entire team for being incredibly helpful. You guys rock! 🙌🏼 #AmazingService #AirIndia
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Tarun Arora@tarun_ig·
Research is crucial in bringing new and improved products to the market. At IG, we're committed to changing the apple and pear dynamic for Indian consumers by introducing next-level genetics. Congratulations to the team for their outstanding work in nurturing these plants. #team
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Tarun Arora@tarun_ig·
There's nothing more satisfying than working with Indian farmers to produce world-class fresh produce! Our journey to produce seedless watermelons has been nothing short of a pleasure. We're proud to bring our top-quality produce to Indian and Middle Eastern consumers. #Fresh
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Tarun Arora@tarun_ig·
IG is thrilled to be the platinum sponsor for Fresh Produce India! With our extensive experience & selection of high-quality fresh fruits, we are excited to bring our expertise to the table. Thank you for the opportunity to collaborate.@johnfruitnet @chrisfruitnet @FruitnetMedia
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Tarun Arora@tarun_ig·
We're thrilled to announce the launch of our brand new carton for #dragonfruit! Our team has been working hard to create a sleek and sustainable design that perfectly showcases this delicious and nutritious fruit. Stay tuned for more updates! 🐲🍉 #fruitlover #newproduct"
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Tarun Arora@tarun_ig·
IGDeccan has successfully commercialized the first plants propagated in India! Their commitment to producing high-quality plants is inspiring. Congratulations to the entire team for this remarkable achievement. Check them out for top-quality plants! youtu.be/dtsIZhyYqhw
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