I'mBigB

Nationalist/Parody account/views are personal/ RT is not endorsement/

[I'mBigB @Amitabh_Off]

@Sahilpahwa09 Are you still holding it or booked?

[I'mBigB @Amitabh_Off]

@rohans7473 @jShreyanjain @REDBOXINDIA Receivables: ₹427 Cr is high, but offset by shift to faster-paying Data Center projects.
Debt: Borrowing hit ₹84 Cr, but IC is safe at 5.82x.
Liqu: Cash on Hand doubled to ₹22.27 Cr aft ₹30.75 Cr equity infusion.
Cons EPS>Standalone confirms global subsidary profit-accretive

[I'mBigB @Amitabh_Off]

@rohans7473 @jShreyanjain @REDBOXINDIA Income: ₹893.22 Cr (+14.4%)
EBITDA: ₹110.75 Cr (+35.0%)
Net Profit: ₹58.62 Cr (+53.8%)
EPS: ₹4.22 (Annual) | ₹1.33 (Q4 Run-rate)
Margins: 11.36% vs 8.95% YoY, Industrial segment profit up 60%

[I'mBigB @Amitabh_Off]

@nid_rockz Bro, your expert view on #Marine electricals 🙏

[I'mBigB @Amitabh_Off]

7/7 Bottom line: India’s weight in global benchmarks continues to climb. While the short-term focus is on the June 22nd inflows, the long-term story is about India becoming an indispensable part of global equity portfolios.Stay tuned as we track.. #Nifty #Economy #FinTech #FTSE

[I'mBigB @Amitabh_Off]

6/7 The Bigger Picture: This shift reinforces the "financialization" theme - Indians moving savings from physical assets (gold/real estate) into capital markets. Brands like Groww and ICICI Pru AMC entering the index prove this isn't just a trend; it's a structural shift. 🇮🇳

[I'mBigB @Amitabh_Off]

5/7 The Cons & Risks:
Increased Volatility: High exposure to global passive flows means these stocks may swing based on international sentiment, not just domestic performance.
Valuation Pressure: Rapid inflows can sometimes lead to "index premiums," making these stocks expensive

[I'mBigB @Amitabh_Off]

4/7 ✅ The Benefits:
Global Visibility: Inclusion puts these firms on the radar of international institutional investors.
Liquidity Boost: Passive inflows (est in billions) provide massive buying support.
Validation: Confirms the maturity of India's primary market (IPO) ecosys.

[I'mBigB @Amitabh_Off]

3/7 🚀 Who’s joining the elite list? Six key players are being added to the FTSE All-World and All-Cap indices:
🔹 Tata Capital
🔹 Lenskart Solutions
🔹 LG Electronics India
🔹 Meesho
🔹 ICICI Pru AMC
🔹 Groww
A perfect mix of tech unicorns & financial powerhouses. 🏦💻

[I'mBigB @Amitabh_Off]

2/7 🗓️ Mark your calendars: The changes take effect after the close on June 19, 2026, with an effective date of June 22, 2026. This will trigger a wave of passive inflows as global ETFs and index-tracking funds rebalance to match the new composition. 🌍💰

[I'mBigB @Amitabh_Off]

1/7 📈 Big moves for India on the global stage! FTSE Russell’s May 2026 index review is officially out, highlighting a massive vote of confidence in India’s "new-age" IPOs and the ongoing "financialization" of its economy. 🧵👇 #StockMarketIndia #FTSE #Investing

[I'mBigB @Amitabh_Off]

#purvan
#Purvankara subsidiary wins order worth INR 133 crores.

[I'mBigB @Amitabh_Off]

7/7 Bottom line: India’s weight in global benchmarks continues to climb. While the short-term focus is on the June 22nd inflows, the long-term story is about India becoming an indispensable part of global equity portfolios.Stay tuned as we track.. #Nifty #Economy #FinTech #FTSE

[I'mBigB @Amitabh_Off]

1/7 📈 Big moves for India on the global stage! FTSE Russell’s May 2026 index review is officially out, highlighting a massive vote of confidence in India’s "new-age" IPOs and the ongoing "financialization" of its economy. 🧵👇 #StockMarketIndia #FTSE #Investing

[I'mBigB @Amitabh_Off]

6/7 The Bigger Picture: This shift reinforces the "financialization" theme - Indians moving savings from physical assets (gold/real estate) into capital markets. Brands like Groww and ICICI Pru AMC entering the index prove this isn't just a trend; it's a structural shift. 🇮🇳

[I'mBigB @Amitabh_Off]

This is a re-rating in progress. #StockMarketIndia #SKMEGG #FinTwit #Multibagger #Investing #SKMEGGPROD

[I'mBigB @Amitabh_Off]

#SKMEGG
Stop calling this a one-off fluke. You’re missing the forest for the trees.
Market’s acting like the 414% Q4 profit jump is a lucky lottery ticket.Deep dive into the supplyside mechanics suggests we are in a multi-year structural bull run. Here’s why the bears are wrong👇

[I'mBigB @Amitabh_Off]

The Bottom Line.
Trading at a ~9.2x P/E with an explosive earnings trajectory and a massive CAPEX cycle kicking in. While the crowd worries about Iran/shipping routes, SKM is scaling from 13.5 crore eggs to 62 crore eggs annually. Demand isn’t going anywhere. #SKMEGGPROD