Ashish

@hvgoenka @anantgoenka_rpg Whiskey and wine ka kamaal hai sir..

My son @anantgoenka_rpg with Meloni. Isn’t she the most charming leader in the world?

@tushar9590 Taril

A stock you won't sell for next 5 years. If I have to name one it'd be Tejas Networks.

@edgaralandough Wake up at 5 AM

I’m 32 now please give me advice if you’re older than me. I don’t care where you are from. Life advice, just one.

@vishal_susheel Itna negative bhi nahi hai dost

Big Negative for BSE 💔🥲 BSE is not part of NSE 100 index Hence not eligible for Nifty 50 inclusion in this review 💔

@AnkitFinAlpha Superb content from this handle...🙏

No rush to become eligible for payouts or anything. I’ll keep posting quality content, try to add value, and hope to get there organically. Cheers.

@ShortTermStock1 Taril because of order update

📉 GUYS ANY STOCKS RADAR FOR TOMORROW ?? OR NEXT TRADING DAY 🌟

@nakulvibhor What about TARIL sir?

Tata power Apna apna dekh lo bhai log

@Pkabra01 Ok

@timvalueaks Monthly

#Taril Transformers and Rectifiers (India)- Electrical Products 5th Pending. If you have any chart requests, let me know. It's free.

@Tyrese 100%

@equities_samjho Taril

Suggest 2 earning calls from your end, I’ll listen to them before I sleep. and some genuine reason why.

@ShortTermStock1 FU

Portfolio Ka Kya Seen Hai Dosto?? Today Our Daily P&L 2%🔻 Down 2 words for Trump😂

@simplykashif Is it real account sir?

The Strait of Hormuz now has its own official X account

@KhapreVishal TARIL

Which #Stocks will give 10% Upside in the next week? 🤔 Comment Your Picks 👇 👇

@AdityaD_Shah Thanks sir...

@timvalueaks Will do

🚨Kaynes Technology-The cash flow challenge, Kaynes Technologies' shares are now nearly 50% down from the peak, What is happening at Kaynes Technology? Let's find out👇 Kaynes Technology is a leading Indian design-led electronics system design and manufacturing (ESDM) company. Kaynes Technologies is a leading EMS player with the following divisions:- Electronics Manufacturing Services (EMS): Manufactures printed circuit board (PCB) assemblies and complete box-build solutions. Original Design Manufacturing (ODM): Develops proprietary designs for IoT solutions, smart devices, and connectivity technologies.Internet of Things (IoT): Provides edge-to-cloud IoT solutions, predictive maintenance, and asset tracking. Kaynes Technology aggressively expanded into the semiconductor sector through its subsidiary, Kaynes Semicon. The company operates a major Assembly, Testing, Marking, and Packaging (ATMP/OSAT) plant in Sanand, Gujarat, which is designed to produce 60 lakh chips daily. So, how were the Q4FY26 results? Revenue 1242.64 Cr vs 984.48 Cr (+26.22% YoY┃+54.55% QoQ) EBITDA 193.70 Cr vs 167.86 Cr (+15.39% YoY ┃+62.34% QoQ) EBITDA Margin 15.59% vs 17.05% YoY & 14.84% QoQ The company reports a massive negative cash flow of 600cr 1000cr stuck in trade receivables, So what did the company Guide for? Originally, Kaynes had guided for FY26 revenue of around ₹4,400-4,500 crore. However, after weaker Q3 performance, management reduced the target to around ₹4,100 crore as growth in some segments slowed and execution delays emerged. Actual FY26 revenue came in at ₹3,626 crore, meaning the company missed its lowered target by nearly ₹474 crore and achieved only around 88% of revised guidance. The disappointment became even sharper in Q4. Management had indicated quarterly revenue could reach around ₹1,700 crore, but actual Q4 revenue came in at only ₹1,242.6 crore. Management had guided for a slightly negative cashflow, But this came in with negative 600cr of cashflow, This was one of the bigger shocks in the guidance which was surprising to the investors, Why did the cash flows remain negative? Management’s core explanation: consolidated cash burn is dominated by the smart metering subsidiary / business model, while core EMS improved materially. “As a standalone EMS business, our cash flow was 250 crore positive (vs 65 crore last year).” Smart metering receivables: ~INR 1,365 crore, plus ~INR 250 crore referenced by an analyst as non-current/long-term component (management did not refute; implied similar). On the ~600 crore negative, management claimed: “by end of the third quarter… at least 70 to 80 percent of this will come down for sure, and by end of the year, we’ll be positive” (explicit but execution-dependent). What is the market fearing? Kaynes tech has a strong order book and is in all the sun rise sectors. The company has strong expansion plans, The real concern is if the company doesnt convert profits into cash, The company will need to keep raising money thru equity, Company raised, 1400cr in December 2023 through a QIP, 1600cr in June 2025, again through a QIP, If the profits dont convert into real cash, The need for cash infusion will be a major thing to watch for, Management Guidance:- Management repeatedly avoided explicit revenue numbers for FY27, citing volatility and customer pull-based recognition: “We don’t want to attach a number,” instead committing to “outgrow the market… double the market growth.” Working capital::- Core EMS: commitment to remain cash positive and improve WC by 8–10 days over time. Smart metering: explicit intent to change contracting model and deliver visible receivable reduction within ~3 quarters, with “quarterly progress” updates and potentially enhanced disclosures in presentations. Valuation:- Kaynes tech trades at 60x P/Ex This is still not cheap, Conclusion:- Kaynes Technologies operates in sunrise sectors. The company has gone for aggressive growth plans, Management guidance has been way off the ground realities, Management must be careful on the promises to the analyst community, Underpromise and overdeliver is the key to all successful management. P.S. This is my study and not investment advice Please consult ur own financial advisor before taking any investment advice.

@abhishekjha2324 @nishkumar1977 When?

@nishkumar1977 Thanks...Holding onto it till then

@nishkumar1977 sir, 4th still running in #TARIL or the the 5th has commenced in it?

@shauryabjym 54

Kya miss hai ? Chalo pahada yaad kr lo 😑

@CaVivekkhatri Taril

Which stocks do you want to add in your portfolio?

@SamirPradhann Could you check for TARIL

#KAYNES Chart Very Bad, Avoid