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@roxa7e

Anime, EDM, Life

Entrou em Nisan 2020
239 Seguindo16 Seguidores
Manthan Rastogi
Manthan Rastogi@rastogi_manthan·
Presented a copper recycling company where the product mix is changing to value-added products today at a Value Pickr Pune Meetup. @Vedansh_Ag
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Second Order Equity
Second Order Equity@2orderequity·
Envirotech Systems Ltd.📞 H2 & FY26 Concall Summary #ENVIROTECH 🟡 MANAGEMENT PROJECTION : Management expects the expanded manufacturing facility to become fully operational during FY27, significantly improving execution capacity. The company is focusing on scaling newer segments such as Data Centers, Semiconductors, Blast-Resistant Doors, Fire-Rated Doors, Solar Noise Barriers, and Architectural Acoustics. While management refused to provide FY27 revenue guidance, it repeatedly indicated confidence in achieving materially higher volumes during the year. 🔴 Red Alert : Management admitted it missed its FY26 revenue target of ~₹100 crore by a wide margin, with revenue reaching only ₹57.5 crore. Order book visibility remains limited, with investors highlighting that disclosed orders are mostly ₹50 lakh to ₹1 crore size and the order book has remained around ₹25-30 crore for several quarters. The expanded facility also faced delays due to approval issues from UPCIDA, while geopolitical disruptions affected project execution and raw-material availability. 🟢 Green Alert : FY26 revenue grew 21% to ₹57.5 crore from ₹47.6 crore. PAT stood at ₹12.1 crore. Excluding the one-time property-sale gain recorded in FY25, adjusted profit increased from ₹9.4 crore to ₹11.3 crore, indicating improvement in core operations. The company achieved important certifications and milestones including CBRI certification for fire-rated doors, development of blast-resistant doors, an MOU with CSIR-National Physical Laboratory for solar noise barriers, and successful execution of projects in data centers and semiconductor facilities. 🔵 Blue Alert : Envirotech is evolving beyond traditional industrial acoustics into a broader platform covering Industrial Noise Control, Architectural Acoustics, Data Center Acoustics, Semiconductor Facilities, Fire-Rated Doors, Blast-Resistant Doors, Solar Noise Barriers, Auditoriums, Conference Facilities, and Safety Infrastructure Solutions. Management sees significant opportunity in combining acoustics with safety and renewable-energy solutions. 🧠 Deep Insight : The most important numbers are ₹57.5 crore revenue, ₹12.1 crore PAT, 21% revenue growth, ₹11.3 crore adjusted core profit, and the missed ₹100 crore FY26 target. The key issue is execution rather than opportunity. Management continues to enter attractive sectors such as semiconductors, data centers, solar infrastructure, and defense-related products, but investors are increasingly focused on whether these initiatives can translate into large commercial orders. The biggest monitorables for FY27 are ramp-up of the new facility, growth in order-book size beyond the current small-ticket projects, commercialization of fire-rated and blast-resistant doors, and conversion of data center and semiconductor opportunities into meaningful revenue.
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Sunit | Stock market kid
@sachprat07 72% topline growth guidance is really ambiguous, specially for automotive parts manufacturer like Emmforce. Hope they'll get there.
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STR
STR@sachprat07·
#SME #Emmforce #EmmforceAutotech Emmforce Autotech H2FY26 Earnings Call Highlights 👉 FY27 & Future Outlook ▫️Revenue guidance for FY27: Automotive business ~₹165 Cr + Agri business ~₹30 Cr (total ~₹195 Cr). 💠For FY28, overall revenue targeted at ~₹240 Cr with Agri contributing ~₹50 Cr. 💠Management remains conservative in guidance despite visible growth drivers, expecting actuals to outperform. ▫️EBITDA margins targeted at 20-22% and PAT margins ~10% in FY27, supported by higher utilisation, backward integration benefits (EMSPL forging), and scale efficiencies. 💠Margins expected to improve further as new capacities and agri vertical scale; FY26 EBITDA margin held steady at ~20% despite front-loaded manpower and depreciation costs. ▫️Entering a new phase of scalable growth with newly commissioned capacities, enhanced in-house capabilities, and manufacturing backbone already in place. 💠Operating leverage will drive meaningful margin expansion as utilisation rises (auto currently 50-55%, agri 8-10%). 👉 Current Order Book / Projects and Future Pipeline ▫️Multi-year order book exceeding ₹500 Cr, providing medium-term visibility. 💠Key executed/visible orders include a large US export order (annualised revenue contribution ~₹60 Cr in FY27 💠Commercial production at full run rate from Dec 2025). 💠Another US export order expected to contribute ~₹10 Cr annually. ▫️Long-term drivetrain supply order with annual opportunity of ~₹10.5 Cr – PPAP samples submitted, commercial production expected from Q3 FY27. 💠Hydraulic Gear Pump (strategic core product) successfully launched in FY26 after 5-year R&D 💠Now integrated into portfolio with cross-selling opportunities across automotive, agri, and off-highway platforms. ▫️Agri segment gaining traction: 💠TAFE approvals secured for rotavator blades and parts – commercial sales started, initial share of business ~₹15 lakh/month (potential to grow significantly to 70-80% share) 💠TAFE’s annual blade requirement supports ~₹4 Cr for Emmforce). 💠Distributor network activated in key states (Maharashtra, Karnataka, Madhya Pradesh). 💠Active discussions with additional large OEMs for blades and rotavator contract manufacturing. 👉 Other Notable Points ▫️FY26 performance: Performance remained in line with earlier guidance despite tariff-related headwinds and front-loaded investments. ▫️High export orientation (~94% revenue from overseas markets) with deep-rooted customer relationships (~95% retention). 💠Base business saw temporary softness in FY26 due to customer inventory rationalisation amid tariffs, but US customer visits confirmed demand and order momentum returning to full throttle. 💠Large US order contributed only ~₹5.5-6 Cr in FY26 (mainly March). ▫️Manufacturing moat: 1.5 lakh sq. ft. vertically integrated facility in Baddi with end-to-end capabilities (design, forging, machining, heat treatment, assembly, testing). 💠Subsidiary (forging + agri equipment) completed first full year and turned to modest cash profit. 💠Houses 1,600-ton forging press, reducing vendor dependence. Annual capacity ₹350 Cr (Auto ₹200 Cr + Agri ₹150 Cr). ▫️Balance sheet comfortable with net debt-to-equity of 0.48x. 💠Working capital elevated due to new US OEM ramp-up but well-supported by bank limits and export credit facilities (no major funding concerns). ▫️Strategic transition: 💠Moving beyond niche drivetrain components to solution-oriented OEM partner across automotive, agri, and industrial applications. 💠Focus remains on execution, capacity utilisation, OEM mix increase (targeting ~40% OEM in auto), and agri scale-up while maintaining financial discipline.
STR tweet media
STR@sachprat07

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 smeresearch.github.io/SMEGems 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME

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Mr. Wadhwa
Mr. Wadhwa@sourabhwadhwa22·
TRUE GREEN BIO ENERGY Q4FY26 RESULTS 🌱⚡ 🟢 Revenue: ₹190.27 Cr vs ₹3.08 Cr (+6,077% YoY | +125.97% QoQ) 🟢 PBT: ₹38.86 Cr vs Loss of ₹2.13 Cr YoY & ₹1.04 Cr QoQ 🟢 PAT (Continuing Operations): ₹28.67 Cr vs Loss of ₹1.35 Cr YoY & ₹2.18 Cr QoQ 🟢 Other Income: -₹0.74 Cr vs -₹1.53 Cr YoY (Improved YoY) 🗣️ Management Update: True Green Bio Energy reported a sharp turnaround in Q4FY26, with revenue surging to ₹190.27 Cr from a very low base last year. The company moved from losses to strong profitability, posting ₹38.86 Cr PBT and ₹28.67 Cr PAT. The results indicate a significant scale-up in operations and improved business performance during the quarter. Investors will closely watch whether this growth momentum is sustainable in FY27. A turnaround quarter or the beginning of a new growth phase for True Green Bio Energy? #TrueGreen #Q4FY26 #Q4Results #StockMarket #Nifty #BioEnergy #RenewableEnergy #GreenEnergyStocks
Mr. Wadhwa tweet media
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meow
meow@roxa7e·
@meglomaniaccc @thenerdnxtdoor2 lmao why do you need studies for that, all protien gets digested. its just a marketing gimmick, whey all the way
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Navneet
Navneet@navneetloonker·
@Vedansh_Ag More interested in aluminium now than copper. Aluminium players never lost RS in entire bear market 😅
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VaR
VaR@Vedansh_Ag·
All listed pure-play copper companies - miners, recyclers, smelters and processors. Sadly, no juniors. Study and prepare for the upcycle.
VaR tweet media
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meow
meow@roxa7e·
@mikejava85 cope harder, you are cyber bullying him. he should file harrasment case on you lol
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Mukesh
Mukesh@mikejava85·
This doctor is actually full on racist
Mukesh tweet media
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Mukesh
Mukesh@mikejava85·
Meet Baniya Aditya Gupta , because he has to pay taxes to the Govt he is calling Punjabi farmers as Lundjabi farmers... Dont be hateful like this Kutta
Mukesh tweet media
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meow
meow@roxa7e·
@echh_enn_khalid lmao maximum vacancies in government hospitals right now, it's now or never for government jobs
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Dr H.N.Khalid
Dr H.N.Khalid@echh_enn_khalid·
This is the worst time to work as a dr in govt institutes
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meow
meow@roxa7e·
@malpani are you for real, it's from bikaner. literally thar desert, are you really student of science or just a part time ragebater
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SirKazam {blu tik}
SirKazam {blu tik}@SirKazamJeevi·
We have reached a situation where even If Bhagwan Shri Ram came and questioned this Govt, Modi Bhakts will crawl out and call him a Muslim.
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meow
meow@roxa7e·
@DrDatta_AIIMS stop ragebating, it has to go to levels as they were before blockade. considering pioneer in AI and tech, very crude knowledge you have
meow tweet media
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meow
meow@roxa7e·
@Iyervval lmao to tarmac pe karne lag jayege
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Abhijit Iyer-Mitra
Abhijit Iyer-Mitra@Iyervval·
For all the Indians ashamed about gujjus dancing the garbha abroad, do google what a flash mob is, better still check it out on youtube. Last I checked, nobody objected to folks dancing happily - in the oddest of places - even if it’s bad dancing.
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Samisosa
Samisosa@samisosa1234·
29th May,2026 : A day of Pathetic results. Almost all seem Kambal Kutai candidates.
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Dr. Devanshu Pandey
Dr. Devanshu Pandey@thenerdnxtdoor2·
Not trying to be a classist, but a similar pattern can be observed in India's internet and digital penetration. I have been online since 2011, and the preJio era felt fundamentally different. Subreddits were genuinely humorous, Twitter was still finding its footing, and AIB largely defined the landscape of online comedy and discourse. Post 2016, however, much of the digital ecosystem seems to have descended into noise, clutter, and performative outrage. While wider internet access has undoubtedly democratized information, it has also diluted the quality of online spaces. In many ways, the earlier class based barriers inadvertently functioned as a filter, limiting the kind of digital dehatism and anti-intellectualism that now frequently dominate public discourse.
Amit Schandillia@Schandillia

Stand out like a fuckin’ sore thumb. Miss the 90s when only a select few could afford to travel abroad. Much of the dehati filth remained confined to dehat that way. Class hierarchy is such an underrated social positive.

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Investment Journey
Investment Journey@Investor__Notes·
Emerald Finance: Fantastic results ✨ Disc: Invested
Mr. Wadhwa@sourabhwadhwa22

Emerald Finance Ltd Q4FY26 Results:- #Q4Results #Q4FY26 #Stockmarket #Nifty #Emerald 🟢 Total Revenue at 9.75 Cr vs 6.45 Cr (+51.13% YoY┃+24.97% QoQ) 🟢 PBT at 5.94 Cr vs 3.60 Cr (+65.06% YoY┃+11.26% QoQ) 🟢 PAT at 4.36 Cr vs 2.65 Cr (+64.35% YoY┃+8.95% QoQ) 🟢 PAT After Minority Interest at 4.05 Cr vs 2.56 Cr (+58.41% YoY┃+5.58% QoQ) 🟢 Strong all-round growth with consistent improvement across revenue and profitability metrics 🟢 Steady scaling in financial services business with healthy YoY and QoQ momentum Is Emerald Finance building a consistent micro-finance growth story or still in early-stage expansion phase? 🤔 #IndianStocks #ShareMarket #StocksToWatch

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Mani Saini
Mani Saini@Trade_with_Mani·
🟢 Emerald Finance – 2-Year Performance Highlights (Q1 FY25 → Q4 FY26) • Revenue grew 2.23x from ₹4.39 Cr to ₹9.79 Cr • PAT grew 2.57x from ₹1.71 Cr to ₹4.39 Cr • Delivered 8 consecutive quarters of Revenue growth • Delivered 8 consecutive quarters of PAT growth • Revenue CAGR (2 years): ~49%+ annualized • PAT CAGR (2 years): ~60%+ annualized • Q4 FY26 Revenue up 25.5% QoQ – strongest quarter in the period 📈 Key Takeaway: Few companies manage to deliver 8 straight quarters of both revenue and profit growth. Emerald Finance has more than doubled revenue and nearly tripled PAT in just two years, indicating strong business momentum and execution consistency.
Mani Saini tweet media
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