bhem singh

Let it go ..
Trader

[Mani Saini | Equity Research @Trade_with_Mani]

Ather energy growing Volumes at Near 100% till this 45 days in the quater

Great push and great numbers 🙌

[Stocks World @anandchokshi19]

SBI Small Cap Fund's Top 10 Holdings:

1. Ather Energy ~ 5.06%
2. Navin Fluorine ~ 2.89%
3. City Union Bank ~ 2.86%
4. ZF Commercial Vehicle ~ 2.77%
5. Kalpataru Projects ~ 2.66%
6. Belrise Industries ~ 2.49%
7. Honeywell Automation ~ 2.49%
8. Sundram Fasteners ~ 2.28%
9. Kajaria Ceramics ~ 2.24%
10. SBFC Finance ~ 2.22%

[Rochak @rochakjain02]

Ather Energy is the most picture perfect company I've seen since Zomato.
Deadly combination of a technocrat promoter, high growth, gaining market share and a great product.
Best believe, companies like these will never be cheap.

[Aishwarya @SoulofAish]

Is Sydney Sweeney (28) dating Scooter Braun (44) for real love or just for his cash and Hollywood connection?
This guy is known for manipulatively buying Taylor Swift originals. Red Flag?

[Ishita Khinchi @itshitaaaaaa]

It’s not about ladke or ladki - it’s about what is right and what is wrong. I’d wager that nearly 90% of women who consume alcohol do so simply because they see men doing it. Why are we so eager to demand equality in men’s worst habits, yet remain silent on the real issues?
Why aren’t we asking why pilots are overwhelmingly men, why the vast majority of political leadership positions are still held by men, why female entrepreneurs remain so few, or why the burden of providing for the household continues to fall almost entirely on men?

Mimicking men in their vices and labeling it "feminism" is nothing more than a reflection of poor upbringing and a lack of proper education.

[Lamist ( he/tler ) @lamist17]

Why is it always an ugly hag with multiple piercings?

[PintuX @pintya_348]

Indian baddies and their inferiority complex. 🌚

[Ishita Khinchi @itshitaaaaaa]

Bhaiiiii who tf is giving them attention, who tf is buying their exclusive content , who tf is sharing and hyping them ??????
Men ☕☕

[CA. Surendra Reddy @surendrareddyca]

#Rategain

Strategic tie-up with Duetto Partner to Power Autonomous, Real-Time Revenue Optimization for Hotels Worldwide

[Keval ☀️ @keval_G_]

#RateGain : CMP 886

AI-Powered Travel Tech Giant Delivers 69% Revenue Growth, Successfully Integrates Sojern & Targets $1 Billion Ambition by FY30/31

Will RateGain Travel Technologies break out of a 2.5-year Rectangle Channel ??

📊 FY26 Highlights
✅ Revenue: ₹1,823.6 Cr (+69.4% YoY)
✅ Adj. EBITDA: ₹358.3 Cr (+54.4% YoY)
✅ Adj. PAT: ₹249.9 Cr (+19.6% YoY)
✅ EBITDA Margin: 19.6%
✅ Customers: 13,410
✅ New Contract Wins: ₹322 Cr
✅ Pipeline: ₹659 Cr

🎯 FY27 Guidance
📈 Revenue: ₹3,000–3,100 Cr
📈 Organic Growth: 12–15%
📈 EBITDA: ₹650–700 Cr
📈 Margin: 21.5–22.5%

🎯 Key Growth Drivers
🔹 Successful Sojern integration ahead of schedule
🔹 World's largest Travel Intent Data Platform
🔹 AI-led products driving guest acquisition, distribution & engagement
🔹 Strong traction in AI Concierge, Voice AI & Social Growth platforms
🔹 Growing adoption among hotels, airlines, OTAs and travel brands

🤝 Key Partnerships & Wins
✈️ MIAT Mongolian Airlines
✈️ Myanmar Airways
🏨 Hotelogix
🌐 Expedia (Elite Connectivity Partner – 4th consecutive year)
🏨 Red Roof Hotels
💳 Stripe Integration

🚀 Product Innovation
✅ SoHo Suite – AI-powered Social Growth Platform
✅ FIFA World Cup 2026 Demand Intelligence Dashboard
✅ Agentic ARI – Autonomous hotel distribution engine
✅ RateIQ – Revenue Recovery Intelligence Platform
✅ AI Concierge & Voice Agent VIVA

🗣️ Management Commentary
• Sojern integration completed ahead of plan
• AI generating measurable commercial outcomes
• Improving margins and healthy operating cash flows
• Enter FY27 with stronger execution and clear visibility toward long-term growth

⚠️ Key Risks
▪ Integration execution risks from acquisitions
▪ Dependence on global travel demand cycle
▪ Competitive AI & travel-tech landscape
▪ Net debt remains elevated post acquisition

💡 Bottom Line
RateGain is evolving into an AI-driven travel platform, backed by strong growth, successful Sojern integration, expanding AI offerings, and a healthy deal pipeline, positioning it well for FY27.

[RedboxGlobal India @REDBOXINDIA]

JLR UNVEILS STRATEGY FOR DOUBLE-DIGIT GROWTH; SHARPENS FOCUS ON NORTH AMERICA

[Aditya K @NotesToAditya]

Dark days ahead for Automotive industry:

I remember telling my brother that I’m selling my TMPV shares because things will get messy.

Why?

At that time, Porsche had just written off ~$4.5 billion and Honda had written off ~$15 billion.

I had sold TMPV shares after holding it for 6 years and made about 300%.

But, about two weeks ago, I felt I’ve made a mistake and bought it all back.

And, today, there was a drop of ~10%.

Will I sell?

I don’t think so. At least not now. But, let’s see.

Nd also, it’s tiny bit of my portfolio so
it won’t matter much either way.

Already knew this yet I made the mistake: Net-Net automotive industry has been wealth destroyer (along the lines of Airlines), good for people, really bad business.

[VaR @Vedansh_Ag]

After burning my fingers in a retail business, I learned few very valuable lessons.

First, debtor days should ideally be zero. If they are anything above 15 days, don't even bother looking at the business.

Next, look at how much of the inventory is financed by suppliers.

For companies like Lenskart, Vishal, FirstCry, and AB Lifestyle, this is close to 100%.

For companies like V2 Retail, V-Mart, and Style Bazaar, it's around 50%.

For companies like Aditya Vision and Metro Brands, it's roughly 33%.

For companies like Electronics Mart and Go Fashion, it's less than 10%.

On a standalone basis, this tells you how much pricing power a company has over its suppliers, which in turn tells you whether growth is capital-intensive or not.

For example, Lenskart's growth is largely funded by its suppliers, whereas Electronics Mart has to deploy its own capital to finance inventory for new stores.

What's even more interesting is the trend of this ratio over time.

If the percentage is inching up, the company is becoming more efficient. If it's inching down, inefficiencies are creeping in.

That's why I call it the "ultimate efficiency ratio."

Look at Redtape and Sai Silks. For both companies, this ratio has deteriorated over the last few years, suggesting a loss of pricing power.

Look at Aditya Vision in FY19–FY21. The ratio was close to 100%, and RoCE was north of 30%. From that point, the company went on to deliver extraordinary returns.

Today, the ratio has fallen to around 25%, and, unsurprisingly, RoCE has dropped below 20%.

This suggests the business is no longer as efficient at generating returns as it was a few years ago, pointing to rising competitive intensity in the industry.

It's a useful framework for gauging efficiency.

That doesn't mean it's always accurate. Shopper's Stop, for example, has a ratio close to 100%, yet the stock has gone nowhere. It also doesn't apply to jewellery retailers, where the business model is fundamentally different.

Sometimes, a deterioration in this ratio is a conscious choice by management to secure cheaper sourcing.

To analyze all of that, you need to unleash another layer of analysis using GMROII (Gross Margin Return on Inventory Investment).

I'll write about that some other day.

There are a few more such frameworks. When looked at together, they allow you to analyze almost any retail business in a few minutes.

Most of these lessons were learned the hard way, you won't find them in sell side reports.

[bhem singh @567443V]

@JatinBhangde @gurjota Bhakt spotted

[t₹ading monk @dharmendrakb]

@gurjota Have you heard kukurmutta. It’s a kind of wild mushrooms grown in forests during rainy season. As son as market kinda stabilises or show little signs of upward movement these kukurmutta will come and give nifty targets and all sorts of gyaan

[amar biradar @shroudeddddone]

@gurjota https://t.co/SjJC8OXS8M

This is the same guy who said in February when our markets were at 25500 that even 10% returns in nifty for the current calendar year would be hard to come...

Such a drastic change in view is hard to digest

[Harsh Goenka @hvgoenka]

People lose their minds over a delayed plane.
Let a spilled coffee ruin their day.

But when it comes to the big stuff-
They stay in jobs they hate.
Let their dreams die.
Live life on autopilot.

Tiny problems spark outrage.
Real problems get quiet acceptance.
Why, why why?

[Gurjot Ahluwalia @gurjota]

One of the most outrageous market predictions on TV which even left Anuj stunned!

"Nifty can rise to 35,000 in the next 12-15 months

HDFC Bank is trading at 1.7x price to book, a lesson for me also after 25 years that anything is possible in the market.

FIIs have been selling Indian banks and taking the AI trade.

SpaceX listing may mark top of US bull market.

And I believe Banks and IT will lead the rally"

[Gautam Baid @Gautam__Baid]

One of the sectoral leaders of the new SMIDs bull market in India.

[bhem singh @567443V]

@Arpit1223 Need your view on lloyd engineering?