Gururaj Koteyar ⚡⚡

Investor📊 & Trader 📈
Exploring investing, sports, and politics one tweet at a time.
Join the conversation on life's ever-evolving game. 📈🏆🗳️

[Gururaj Koteyar ⚡⚡ @Guruinvests]

In the stock market, the most important organ is the Stomach. It's not the Brain.~Peter Lynch🧠📈📉

[Gururaj Koteyar ⚡⚡ @Guruinvests]

Foseco India tops the foundry sector with a 33% dividend payout — the highest in the industry. Rewarding shareholders with consistent, industry‑leading returns.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

Tata Consumer Products: 51% of cash spent on acquisitions, yet dividends up 6.7× in 10 years. Growth with discipline — ₹989 cr dividend in FY26.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

💰 TCS | A decade of cash discipline ₹3.77 L Cr generated. 64% dividends, 22% buybacks. Minimal capex, minimal M&A — maximum shareholder return. The quiet compounding machine of Indian IT.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

🚨 TCS | Employee cost keeps rising 📈 From 52% → 58% of sales in a decade 💸 Rupee weakness no longer cushions margins 🤖 AI isn’t cutting costs yet — it’s reshaping delivery
👉 Efficiency will belong to those who reinvent, not those who wait.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

Fixed assets are taking center stage in Havells’ balance sheet — management’s capex intensity is clearly rising. Liquidity is normalizing, asset intensity rebounding.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

🟩 L&T Infotech Dividend CAGR (2017–2026): 22% From ₹121 → ₹615 — a 5× rise in payouts. Compounding isn’t luck. It’s discipline.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

L&T’s profitability curve speaks for itself — steady 8.5% growth through the foundation years, followed by a powerful 16% acceleration. A decade of disciplined execution.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

What do you do when your business doesn’t need much capital? If you’re CRISIL: → Return 60% of it to shareholders → Grow dividends steadily (9% CAGR) Simple. Disciplined. Effective.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

📉 Debt down. Cash flow up.
Jindal Saw’s disciplined deleveraging journey — debt below 30% by FY26, powered by strong operating cash flows.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

₹1,26,865 Cr dividends ₹52,640 Cr buybacks

Infosys didn’t chase reinvestment aggressively — it chose to reward shareholders instead.

85% of cash flows = back to investors.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

G M Breweries-Maharashtra‑only. 10 years. 19% Dividend CAGR. Regional discipline, national‑level returns.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

KSB’s decade of discipline: Working Capital CAGR 11.7% vs. Gross Profitability 12.6%. Efficiency regained — profitability now compounds faster than capital absorption.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

When capital runs faster than returns, efficiency becomes the scoreboard. ROE tells the truth others miss. #elantasbeck

[Gururaj Koteyar ⚡⚡ @Guruinvests]

Enkei Wheels: Generated ₹271 Cr in operating cash flow while spending ₹476 Cr on Capex. Debt ballooned from ₹69.4 Cr to ₹210 Cr — growth fueled by leverage, not liquidity. 💸📉

[Gururaj Koteyar ⚡⚡ @Guruinvests]

ABB India – Cash Discipline in Action ₹8,564 cr Operating Cashflow. ₹6,761 cr Free Cash Flow. Dividend payout 36 % of 10‑year cash outflow. Capex 21 %, Finance Cost 4 %. Strong cash generation fuels shareholder returns.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

ABB India – Gross Profitability From ₹2,072 cr in 2020 to ₹5,515 cr in 2025. A clean uptrend after years of consolidation. Discipline > Comfort. Character > Convenience.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

Huhtamaki India’s quiet transformation. Debt-to-equity dropped from 0.86 in 2016 to 0.11 in 2025 — a decade of disciplined deleveraging. From debt-fueled growth to self-funded strength.

[Gururaj Koteyar ⚡⚡ @Guruinvests]

Vesuvius India: Investing for Growth 🔥 63% of cash outflow over the last decade went into Capex — fueling expansion and innovation. Meanwhile, dividends have grown at a 16.3% CAGR since 2020, rewarding shareholders consistently.