Aryan Bhatia

You don't make money for being right until the market agrees with you

[Justin Millette @jmillette77]

My new retirement portfolio

[Robert Friedland @robert_ivanhoe]

While everyone was returning from their summer vacations, a trifecta of forces drove copper to an all-time high above $14,500/tonne on the LME today:

1) Surging demand, led by massive grid buildouts and explosive data-center growth;
2) Extremely constrained supply, exacerbated by El Niño-driven droughts in Chile;
3) A historic drawdown in global inventories (especially on the LME) as metal flows into the U.S. market.

I don’t see these challenges resolving anytime soon. The copper market is only headed in one direction… UP.

[Aryan Bhatia @InvestorAryanB]

EPC and PEB companies margin to be impacted. Steel prices are increasing

[ishmohit @ishmohit1]

ADC is a precision guided bomb vs regular chemo.

One of the new modalities that is emerging

[Aryan Bhatia @InvestorAryanB]

@Salman_2911 The latest capacity is Recyling not finished product

[Intrinsic Compounding @soicfinance]

TD Power on where the puck lies in power landscape in the Indian context?

Thermal power generation

Source: Live concalls from @stockscansin

Disc: no reco to buy or sell.

[Aryan Bhatia @InvestorAryanB]

After the Q1 results:

Ksh and Lloyds metal should not be considered in same line as Bhagynagar and Godawari power

Massive difference in capabilities and execution

[Investindia @Investindia6]

This is what a blockbuster result looks like. KSH International lived up to the expectations and killed those who were comparing it to Bhagyangar India.

This is the only co which will capitalise on the HVDC segment demand in India.

Qoq revenue is up not down like that fraud Bhagyangar India.
Profit is up 86% yes a monster 86% YoY.
This is called real Moat. Some stupid person uses any random metric like Ebitda per tonne etc to justify buying Bhagyanagar India over KSH international- well u shud quit posting. Dud hai Bhagyangar India. Ab mara lo apni.

[Markets by Zerodha @zerodhamarkets]

If your AC stops blowing cold air, a technician usually tells you the refrigerant needs a refill, but in a sealed machine without leaks, refrigerant isn’t meant to run out and can easily circulate for years without a single top-up. 🧵👇

[Yatin Mota @yatinmota]

Johnny Johnny, yes Papa

Telling Lies, No Papa

TV par Bola, Ha Ha Ha

===

KEI Industries clarification on concall - Currently LIVE

Management says the ₹3,000 cr FY27 revenue contribution from the Sanand plant mentioned during the media interaction was erroneous (slip of tongue).

Realistic revenue number from Sanand will be approx ₹1500-2000cr

[Vishal Tejwani @ivishaltejwani]

Amount of manufacturing happening in rajkot is mind blowing

[Kushal Kasliwal @kushalkasliwall]

We analysed 39 sectors and 500+ companies together. A report on the themes, signals and structural trends shaping corporate India—not just quarterly numbers.

https://t.co/C2Z73kVmxX

@Investor_Mohit @UditSharma_IH @ash_lodha @Rishikesh_ADX

[Aryan Bhatia @InvestorAryanB]

@ishmohit1 We r so back

[Aryan Bhatia @InvestorAryanB]

Thermal power capex - On a rise. 2.8 LAKH cr worth of order has been given to BHEL,L&T for Heavy electrical Equipment.

[Aryan Bhatia @InvestorAryanB]

@suru27 Isobutyl Benzene is the reason

[Aryan Bhatia @InvestorAryanB]

@NeelChhabra But getting Margin of 12%. Doing BTP and basic wire harness and welding won't add value to the shareholders

[BHK🇮🇳 @BHKslams]

Thanks for the clarification, JayPee Group..

[Citizen @Chandankr2018]

As we move toward higher-voltage cables, the realisation and revenue generated per kilometer increase significantly.

The company moving toward EHV/HV cables can dramatically increase revenue without huge volume growth.

[Aryan Bhatia @InvestorAryanB]

@Vedansh_Ag They posted 73k Ebitda per tonne. You can cry more

[ishmohit @ishmohit1]

Spoke to few managements in last 2-3 months

Huge issue that is emerging is labour shortage. People expect reward without hardwork. Wrong type of incentives being given in our society