Olivia
Online
Dhrumit Shah
@IAMdhrumit
I will be one tough Act to follow 💪
India
Joined August 2009
450 Following
104 Followers
660 Posts
How Breaking Bad creator's intentional used colors to symbolize crime, violence and surrounding civilians.
[🎞️ CinemaHow]
The ultimate 6-point checklist to judge a stock:
🟢 Sales Growth (Volume expansion > price hikes)
🟢 PAT Growth (Bottom-line compounding faster than sales)
🟢 Operating Leverage (Fixed costs flat + revenues up = margin expansion)
🟢 Direction of ROE (Improving capital efficiency)
🟢 Direction of EPS (Upward slope without equity dilution)
🟢 Concall Tone (Execution matching management's guidance)
Why these 6?
Because a single quarter's headline number is just noise.
You need to evaluate two things:
1)Direction: Is the business improving?
2)Trajectory: Is that improvement accelerating?
Track YoY comparisons to map the actual curve:
Q1 FY25 ➔ Q1 FY26 ➔ Q1 FY27
(or FY24 ➔ FY25 ➔ FY26)
A bad quarter in an accelerating trajectory is often an opportunity.
A great quarter in a decelerating trajectory is often a trap.
હવે @AmdavadAMC લોકો નુ થૂંક પણ આમ ઘસી ઘસી ને સાફ કરશે...!!!
શહેર ના રસ્તાઓ અને ફૂટપાથ પર થી,
ડૂબી મરો શહેરીજનો, જો આ દિવસ પણ જોવાનો આવે તો આજ ના આધુનિક વિચારધારા વાળા સમાજ માં...!!!
નિંદનીય • અસ્વીકાર્ય • અસહજ
Ather kept seeing recurring customer complaints about drive belt wear and tear. Instead of just patching the problem with a temporary fix, they engineered the issue out of existence entirely.
Enter the Ather Konarc.
By switching to a direct hub motor, there is no belt and no chain to maintain.
For anyone tracking EV stocks, this is a massive green flag. A company’s market value is deeply tied to its brand image.
When management actively listens to customer pain points and uses them as a catalyst for pure innovation, they build a resilient brand that is positioned to dominate the market.
#Ather #EV #Investing #MarketTrends
Financial Freedom ✨️
We sacrifice our best years for a number on a screen, convinced our actual life is waiting on the other side.
The brutal reality of the "Deferred Life Plan":
🟡 The finish line always moves; as your wealth grows, your lifestyle demands a new target.
🟡 An empty calendar isn't freedom; quitting without a purpose is a fast track to decline.
🟡 Reaching the number doesn't fix you; your mind simply adapts to the new normal.
No one looks back and wishes they had hit a higher net worth. They regret fast-forwarding through their ordinary days to reach a destination that never arrived.
The cost of admission for a future life shouldn't be the one you are living right now. You don't need a spreadsheet's permission to live.
Follow the website https://t.co/OmUTUtpSRB
47-year-old Ramabai Ranveer from India, won a marathon barefoot without training and claimed a ₹3,000 prize.
After her husband's passing, she has been cooking food to cover the education expenses of her two daughters.
India EV 2-Wheeler Vahan Data (August 2026)
Legacy brands are firmly taking over, with industry registrations hitting 1.78 lakh units for the month.
🔵 TVS Leads: 48,000 units registered, capturing a 27.0% market share.
🔵 Bajaj's Milestone: 40,000 units (22.5% market share). Bajaj officially crossed 3 lakh YTD sales in 2026.
🔵 Market Concentration: TVS and Bajaj together now control nearly 50% of the entire Indian EV two-wheeler market.
🔵 Ather Energy: Holds strong in 3rd place with 28,000 units and a 15.8% market share.
🔵 Hero & Ola: Hero Vida records 18,000 units (10.1%), while Ola Electric trails at 13,000 units (7.6%).
🔵 Historic Shift: TVS has overtaken Ola Electric in all-time cumulative registrations, crossing 11.27 lakh total units.
#EVIndia #VahanData #ElectricVehicles #TVSMotor #BajajAuto #AtherEnergy
Timex Group India (#TIMEX ) is quietly executing one of the most impressive turnaround stories in the Indian consumer space! ⌚️📈
Here is why this analog watchmaker is poised for massive growth over the next few years:
🔥 Stellar Growth:
Clocked ₹800 Cr revenue (48% YoY growth), with e-commerce and quick commerce soaring at an impressive 67%.
🎯 Bold Projections:
Aiming to scale from ₹800 Cr to ₹3,000 Cr in revenue over the next 3-4 years (a ~35-40% CAGR). The core Timex brand alone is projected to jump from ₹500 Cr to ₹2,000 Cr.
🏬 Retail Aggression:
Currently heavily reliant on Multi-Brand Outlets (MBOs), they are aggressively scaling their Exclusive Brand Outlets (EBOs) from just ~55 today to 300 by 2027-28.
🏭 China+1 Tailwinds:
The Baddi plant capacity has expanded from 30L to 55L watches (targeting 1 Cr soon). There is massive OEM export potential to the US (up to 15 Lakh watches) if favorable tariffs play out.
💎 Premiumization & Mix:
50% of recent growth came from rising Average Selling Prices (ASP). Their lucrative licensed portfolio (Guess, Versace) now makes up 30% of their mix.
With Indian watch penetration sitting at just 15-16% and the brand rapidly gaining market share in the ₹2,000–₹10,000 "sweet spot", the long-term runway is incredibly long.
#Timex #StockMarketIndia #Investing #ConsumerBrands #Turnaround
Shadowfax Technologies is rapidly disrupting the logistics space with a highly scalable approach! 🚚
Here is a simplified breakdown of their business, recent growth, and future outlook:
1️⃣ Asset-Light Strategy:
Unlike traditional logistics companies, only 15-18% of their balance sheet consists of fixed assets. They lease warehouses and partner for trucks, keeping fixed costs incredibly low.
2️⃣ Smart Revenue Mix:
70% of revenue comes from E-commerce (Amazon, Meesho), 20% from Hyperlocal (Zomato, Zepto), and 10% from D2C/SMEs.
They have also established themselves as a clear market leader in reverse logistics (returns).
3️⃣ The Ultimate Moat:
Their unique "interoperable fleet" app allows delivery partners to seamlessly switch between e-commerce, food, and grocery deliveries throughout the day.
This maximizes rider earnings, boosts productivity, and ensures strong retention without heavy commission payouts.
4️⃣ Massive Q1 Growth:
Delivered a stellar 65% YoY revenue growth and an 83% jump in order volumes. Profitability skyrocketed, reporting ~₹65 Cr in PAT compared to just ₹8-9 Cr last year.
5️⃣ Upgraded Outlook:
Management is extremely confident, recently upgrading their FY27 growth guidance from 27-30% up to a massive 38-40%.
6️⃣ The Main Risk:
Revenue is highly concentrated. The top 5 customers make up ~75% of total revenue, with a single client contributing nearly 49%. To mitigate this, they are aggressively expanding their dark stores and onboarding more D2C and SME brands.
Verdict:
While current valuations look expensive as the company transitions from loss-making to profitability, the strong forward growth and operating leverage make a staggered accumulation approach worth considering. 📈
#ShadowfaxTechnologies #Logistics #StockMarket #Investing #BusinessModel
#HyTechEngineers
#CurrentGMP : ~47%
#ApplyIPO
Hy-Tech Engineers Ltd.
✅1. What exactly does Hy-Tech Engineers do?
Think of Hy-Tech Engineers as a “precision hydraulic fittings” solutions company for heavy machinery, automotive, and diverse industrial applications.
Its main product categories are:
Standard hydraulic fittings
DIN-metric fittings
JIC flared and flareless fittings
O-Ring Face Seal (ORFS) fitting
Conversion fittings
Customized hydraulic fittings
Forged components
The important point is that these aren’t normal commodity products. Many are customised, application-specific products where reliability, certification, and technical know-how matter.
Hy-Tech Engineers says its manufacturing is backward integrated, including a dedicated facility solely for captive consumption forging. The company manages a massive portfolio of over 11,000 SKUs, and its certifications enable it to cater to specialized sectors like railways and defence.
This single expressway is longer than all the expressways combined India had constructed until a decade back!
Everyone has access to the same financial data. Your edge isn't in finding the numbers—it's in questioning them.
Critical thinking is your ultimate filter in the stock market.
It's how you:
• Catch the red flags hiding deep in the footnotes
• Tell the difference between a temporary headwind and a broken business model
• Realize a stock with a low P/E is actually a value trap
Good fundamentals get a business on your radar.
Critical thinking tells you whether to buy it or throw it in the trash.
@NHAI_Official Condition of Ahmedabad - Indore highway...
Balasinor patch...
150 rs toll fatak se kaat lete ho....
Tempsens Instruments IPO Snapshot
1. Financial Growth (FY24 to FY26)
1.1 Sales/Revenue: Grew from ₹274.8 crore to ₹444.9 crore, delivering a strong 27.2% 2-year CAGR.
1.2 Profit After Tax (PAT): Increased from ₹40.9 crore to ₹71.1 crore, representing a ~31.8% 2-year CAGR.
1.3 Margins: The company maintains robust profitability, with EBITDA margins hovering around 25%.
2. IPO Goals & Use of Funds
2.1 Issue Size: ₹650 crore total.
2.2 Offer for Sale (OFS): ₹555 crore goes directly to selling shareholders, meaning it is a heavily seller-dominated issue.
2.3 Fresh Issue: ₹95 crore will go to the company to fund capital expenditure for expanding cable and heater manufacturing (₹18.13 crore) and to pay down existing debt (₹55 crore).
3. Grey Market Premium (GMP)
3.1 Current GMP: As of August 21–22, 2026, the GMP is soaring at approximately ₹277 per share.
3.2 Listing Estimate: Against the upper price band of ₹300, this indicates a massive ~92% listing gain, placing the estimated listing price around ₹577 per share.
Verdict: Apply or Not?
Apply for Listing Gains:
The immediate momentum makes this a strong candidate for an application aimed at listing gains.
The issue is heavily oversubscribed across all investor categories, and the 92% GMP signals robust unofficial market sentiment.
Long-Term Fundamental View:
When evaluating the corporate earnings and growth metrics for a longer-term hold, the underlying business is highly attractive. The company operates in a specialized industrial niche with high entry barriers, and using the IPO proceeds to pay down debt will further improve their operating leverage.
However, valuation requires caution. At the ₹300 issue price, the stock is valued at a reasonable ~37x FY26 earnings. But if the stock lists at the GMP-implied ₹577, that multiple stretches to roughly 64x. It is an excellent company, but holding post-listing means monitoring future earnings calls closely to ensure they can maintain the 25%+ growth rate required to justify that premium valuation.
ये महापाप है!
जब गाय बच्चा देती है तो सूतक लग जाता है।
गाय का 12 दिनों तक और भैंस का 21 दिनों तक दूध नहीं पीना चाहिए। व��� दूध केवल उसके बच्चे के लिए होता है
Bilkul sahi naam rakha hai is app ka
@gharkekalesh i think ye wahi kutta hai jo MP me complaint karne gaya tha
Can’t trust. Already have one Jio Wi-Fi Router, very poor and inconsistent network.
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