Krishna Thakur

90% traders lose because they chase predictions. 10% win because they follow systems. If you want to build wealth with discipline, not dopamine— You’re in the right place.

🚨🇺🇸🇮🇶 BREAKING: ENTIRE NATO MISSION HAS WITHDRAWN FROM IRAQ.

Bharat Connect Conference – Rising Stars | Part 5 Key Management Insights from: 1. DEE Development Engineers 2. Genus Power Infrastructure 3. Jupiter Wagons 4. Polycab India Key insights from management commentary covering growth strategy, expansion roadmap, market positioning, and upcoming growth triggers 👇 1⃣ DEE Development Engineers ⚙️ DEE Development Engineers operates in process piping solutions, catering to power, oil & gas, and industrial sectors. Growth Outlook & Financial Guidance FY26 expected revenue: ₹1,200–1,300 Cr FY27 target: ₹1,500 Cr Long-term target: ₹2,500 Cr by FY30 → Implies 18–20% CAGR growth Margins EBITDA margin guidance: 18–20% Expected improvement: ▪️ ~18% in FY26 → 19–20% thereafter Gross margins target: 35–40% Operational Strategy Power sector: ▪️ Low volume, high weight → higher margins Oil & gas: ▪️ High volume, low weight New Anjar facility: ▪️ Capex: ₹90 Cr ▪️ Backward integration + proximity to Mundra port ▪️ 40–50% captive production → margin boost (~10%) Order Book & Visibility Order book: ₹1,900 Cr Additional pipeline: ₹2,000 Cr Order inflow: ▪️ ~40% growth rate ▪️ Driven by private sector focus Balance Sheet & Capital Allocation Total debt: ₹664 Cr Planned reduction: ▪️ ₹45 Cr repayment in FY27 ▪️ Target: ₹200 Cr by FY28–30 Maintenance capex: ₹10–15 Cr annually Working Capital Strategy: ▪️ Procure 80–85% raw material upfront ▪️ Imports ~50% sourcing Expected: ➤ ~60-day reduction in working capital cycle Growth Drivers Nuclear sector opening (long-term opportunity) Data center demand: ▪️ 800–900 tons piping for a 25MW facility International demand: ▪️ Strong traction in Europe & USA Key Clues ◾️ ₹1,900 Cr order book + ₹2,000 Cr pipeline → strong multi-year visibility ◾️ ₹90 Cr backward integration → margin expansion + efficiency gain ◾️ Data center + nuclear exposure → next growth cycle triggers 2⃣ Genus Power Infrastructure ⚡ Genus Power is transforming into a “meter-as-a-service” smart metering player, with strong visibility from the RDSS scheme. Order Book & Revenue Visibility Order book: ₹27,217 Cr Model shift: ▪️ EPC revenue (50–55%) ▪️ Recurring O&M revenue over 7–8 years Revenue Guidance FY26 target: ₹4,500 Cr FY27 target: ₹5,500–6,000 Cr Installation & Capacity Installed: ~80 lakh meters in FY26 FY27 target: 1+ crore meters installation Global installed base: 2.5 crore meters OGL (Operational Go Live) Achieved for: ▪️ 2.87 crore meters Remaining expected by March end OGL timeline: ▪️ 13–15 months (due to software integration complexity) Margins O&M segment EBITDA: >20% Blended margins expected to improve as recurring share increases RDSS Opportunity Target: 25 crore smart meters (extended to 2028) Installed so far: ~6 crore meters Industry pace: 30–35 lakh/month Tender pipeline: ▪️ ~5.5 crore meters Technology Strength In-house R&D: ~500 people Proprietary stack: ▪️ Head End System (HES) ▪️ Meter Data Management (MDM) Working Capital Receivables: ₹12,000 Cr invoices raised ₹8,000 Cr already received ₹2,000 Cr expected clearance soon Working capital expected to normalize post billing ramp-up Key Clues ◾️ ₹27,000+ Cr order book → massive long-term revenue visibility ◾️ Shift to O&M model → recurring + high-margin earnings ◾️ RDSS scale (25 crore meters) → multi-year structural opportunity 3⃣ Jupiter Wagons 🚂 Jupiter Wagons is a diversified rail-focused company expanding into wagons, passenger systems, BESS, and containers. Wagon Market & Demand Total demand: 40,000–42,000 wagons ▪️ Indian Railways: 30,000–32,000 ▪️ Private sector: 10,000–11,000 Pricing Standard wagons: ▪️ ₹35–36 lakh/unit Specialized wagons: ▪️ ₹43–44 lakh/unit Odisha Greenfield Capex Capex: ₹250 Cr Capacity: ▪️ 1 lakh wheel sets annually Revenue potential: ~₹250 Cr annually EBITDA margins: 20–22% Financial Structure Debt: ▪️ Effectively debt-free (only working capital loans) Funding: ▪️ ₹16.25 Cr term loan (14-year tenure) ▪️ Only ₹1.25 Cr disbursed so far BESS & Electric Mobility Target revenue (JEM subsidiary): ▪️ ₹2,000 Cr by FY27 Focus: ▪️ Commercial EV ▪️ Battery storage solutions Container Manufacturing Production: ▪️ 1,200 units in initial months Strategic shift: ▪️ Toward value-added containers (data center, BESS use) PLI scheme: ▪️ ₹100 Cr expected support Growth Drivers Government infra push + Dedicated Freight Corridor Wagon replacement cycle (20–25 year lifecycle) Export opportunities Key Clues ◾️ ₹250 Cr capex + 20–22% margins → high-return expansion ◾️ Entry into BESS + EV → diversification beyond rail ◾️ Wagon replacement cycle → sustained demand visibility 4⃣ Polycab India 🔌 Polycab is a leading player in cables, wires, EPC, and FMEG, benefiting from infrastructure and data center demand. Revenue Mix Cables: 70% Wires: 30% Metal mix: ▪️ Copper: 45% ▪️ Aluminium: 55% Margins Overall margin guidance: 12–14% FMEG segment: ▪️ 8–10% margin by FY30 Capex Total planned: ₹6,000–8,000 Cr Key investment: ▪️ ₹8,000 Cr for Extra High Voltage (EHV) facility ▪️ Capacity: up to 500 kV cables ▪️ Operational by FY26 EPC Order Book BharatNet: ▪️ ₹8,000 Cr order book ▪️ ₹4,500 Cr execution (2–3 years) ▪️ ₹3,500 Cr O&M (10 years) RDSS: ▪️ ₹3,250 Cr order book Market Opportunity Wires & cables market: ▪️ ₹90,000 Cr (FY25) ▪️ Expected: ₹1.6 lakh Cr in 5 years ▪️ Growth: ~9% CAGR Data center opportunity: ▪️ ₹25,000–30,000 Cr market potential Exports Current: 6% of topline Target: 10% by FY30 Cost Structure Raw materials: ▪️ ~70% of cost (copper + aluminium) Inventory cycle: ▪️ 45–50 days Pricing: ▪️ Monthly revision (cables) ▪️ Bi-monthly (wires) Key Clues ◾️ ₹6,000–8,000 Cr capex + EHV entry → move up value chain ◾️ ₹11,000+ Cr EPC order book → strong execution visibility ◾️ Data center demand + exports → next growth triggers Source: Bharat Connect Conference – Rising Stars | Arihant Capital Markets Ltd Disclaimer: This post is for informational and educational purposes only.

Jackfruit season!

🇨🇳# BREAKING🚨🚨🚨🚨 : Chinese researchers have discovered a new microbial herbicide that can control weeds without polluting the environment while also supporting crop growth, offering a potential alternative to conventional chemical herbicides.

#BREAKING🚨🚨🚨🚨🚨 OIL TANKER COMPANIES PAYING $2 MILLION A SHIP TO 🇮🇷 IRAN FOR SAFE PASSAGE THROUGH STRAIT OF HORMUZ 🇷🇺 RUSSIA EARNING ADDITIONAL $500 MILLION A DAY FROM OIL SPIKES DUE TO IRAN WAR MEANWHILE THE WAR IS COSTING US TAXPAYERS $2 BILLION A DAY 😭 IRAN WILL NOW…see more

IF YOU ARE USING AIRTEL SIM THEN READ THIS ⬇️ FOR AIRTEL: KEEP YOUR NUMBER ACTIVE FOR A YEAR AT JUST ₹88! 🔥 AIRTEL PREPAID NUMBERS GET DEACTIVATED AFTER 90 DAYS OF NO USAGE (CALLS/SMS/DATA/VAS) IF MAIN BALANCE IS BELOW ₹20. SIMPLY RECHARGE THE CHEAPEST DATA PACK (₹22 FOR 1GB/1 DAY) EVERY ~90 DAYS. USE A SMALL AMOUNT OF DATA BRIEFLY → THIS RESETS THE VALIDITY TIMER. DO THIS 4 TIMES A YEAR = TOTAL COST ₹88. INCOMING CALLS & SMS (INCLUDING OTPs) WILL CONTINUE TO WORK. ⚠️ MAKE SURE YOU DON’T MISS THE 90-DAY WINDOW. IDEAL FOR SECONDARY OR BANKING SIMS.

A Student once built a tool just to merge 2 PDFs. That side project → iLovePDF. In Oct 2025: 250 M visits No funding. No big marketing. Sometimes, the simplest ideas beat the giants. Now iLovePDF is a million-dollar company. How is it even making money? 🤯

⚡Market breadth tells the real story behind the index. 🔹Top chart: % of stocks above/below their 200 DMA , broken down by how far below. 🔸Bottom chart: % of stocks in drawdown from their 52-week high. Three snapshots of damage : ☢️🔻COVID (Mar 2020): 88% of stocks were >20% below their 200 DMA. 88% were down >40% from their 52W high. Absolute carnage across the board. 🔻Mar 2025 correction: ~60% of stocks fell >20% below their 200 DMA. ~59% were >40% off their 52W highs. Not COVID, but the small & midcap damage was deep and silent. 🔻Today: 43% still >20% below their DMA. 42% still >40% off their 52W high. Lets see will we go below 2025 correction ? Built this in-house. ~2000 NSE stocks, daily data since 2018.

@AnkitFinAlpha @FinAlpha_in @InvestNifty_ETF @Ishan_Narayan_ @JoyfulGiri @KrishAlpha7 @sharmaaniket03 @vini546 @vishpradp @finvibe Index ≠ Market Index tells you what’s happening Breadth tells you how widespread it is. Right now: Participation < conviction Until that flips, expect: • Failed breakouts • Sharp rotations • Selective leadership

🚨🇮🇱🇭🇺#BREAKING🚨🚨🚨 : Human Rights Watch has urged Hungarian authorities to arrest Israeli PM Netanyahu ahead of his expected visit to Hungary today.

Donald Trump asked the world to join a multinational naval coalition to keep the Strait of Hormuz open. 🇮🇹 Italy: Rejected 🇪🇸 Spain: Rejected 🇯🇵 Japan: Rejected 🇫🇷 France: Hesitant 🇨🇦 Canada: Rejected 🇦🇺 Australia: Rejected 🇨🇳 China: No response 🇰🇵 North kore: ….see more

Donald Trump asked the world to join a multinational naval coalition to keep the Strait of Hormuz open. 🇮🇹 Italy: Rejected 🇪🇸 Spain: Rejected 🇯🇵 Japan: Rejected 🇫🇷 France: Hesitant 🇨🇦 Canada: Rejected 🇦🇺 Australia: Rejected 🇨🇳 China: No response 🇰🇵 North kore: ….see more

How was the week for Equity: #Midcap Funds? 📈 Sorted by Weekly Returns [Mon-Fri] More than half Midcap funds ended the week on a positive note. ✅ The benchmark index closed at -0.03% Flat. #MutualFunds #FinAlpha1Pager #MotilalOswal #Quant #Bandhan

How was the week for Equity: #Flexicap Funds? 📈 Sorted by Weekly Returns [Mon-Fri] Most Flexicap funds closed in Red this week. The benchmark index Nifty 500 TRI closed at -0.29%.

- March 2020 - "Everything will be fine in 2 weeks" - Supply chains shut down - Prices skyrocket - Inflation Strait of Hormuz - March 2026 - "Everything will be fine in 2 weeks" - Supply chains shut down - Prices skyrocket We know next is…see more

1 USD$ value in Asia!👇 🇮🇳 India – ₹ 94 🇵🇰 Pakistan – 280 PKR 🇧🇩 Bangladesh – 115 Taka 🇳🇵 Nepal – 132 Rupees 🇧🇹 Bhutan – ₹94 🇱🇰 Sri Lanka – 310 Rupees 🇨🇳 China – 7 Yuan 🇯🇵 Japan – 155 Yen 🇰🇷 South Korea – 1350 Won 🇮🇩 Indonesia – 15500 Rupiah 🇻🇳 Vietnam – 24500 Dong 🇹🇭 Thailand – 36 Baht 🇵🇭 Philippines – 56 Peso 🇲🇾 Malaysia – 4.6 Ringgit 🇸🇬 Singapore – 1.35 Dollar

💥#BREAKING 👌🚨🚨🚨🚨🚨🚨 JUST IN: U.S. issues 30-day sanctions waiver for Iranian oil sales. 140M barrels set to hit global markets.

💥#BREAKING JUST IN: U.S. issues 30-day sanctions waiver for Iranian oil sales. 140M barrels set to hit global markets.

🚨 RECORD ALERT 🚨 Most Number Of Tickets Sales on Book My Show on Day 2 :- 1. #Pushpa2 ~ 1.68M 2. #Dhurandhar2‌ ~ 1.57M ✅ 3. #KantaraChapter1 ~ 1.27M 4. #Kalki2898AD ~ 1.21M 5. #Animal ~ 1.16M 6. #Jawan ~ 1.13M 7. #Gadar2 ~ 948K 8. #Chhaava ~ 868K 9. #Salaar ~830K 10. #Border2 ~786K