India has always been an open market. We never seem to have any problem when foreign companies come here, build massive businesses, and end up dominating entire sectors.
But look at the noise nowadays around Elon Musk and Starlink coming into India. When foreign tech giants want spectrum or market access, people demand a red carpet style warm welcom for them. Elon Musk complains & some people instantly blame Indian companies for blocking him. But nobody is blocking anyone. India has a transparent process. Satellite internet is not just another product, it is mass media and critical infrastructure. National security, user safety, and strict technical checks matter. You cannot just bypass safety rules on national airwaves & that's the brutal fact.
Folks, when Pepsi came to India in 1989 and Coca-Cola re-entered in 1993, they bought out local soft drink brands like Thums Up, Limca, and Gold Spot. Nobody complained. Amazon entered every big and small city in India. Nobody protested. Courier brands like Blue Dart, DHL, and FedEx brought their own cargo planes and dominated the entire delivery market. Nobody said a word.
Look at smartphones. Walk down any market in India, and almost everyone is using Chinese or Korean phones like Vivo, Samsung, or Redmi. Nobody makes an issue out of it. When foreign food giants like Nestle, Maggi, Unilever, and Pepsi entered our farm and food business, everything was normal. Foreign car and bike makers like Suzuki, MG, Hyundai, and Honda run on our roads every day with zero opposition.
So why do we start complaining the moment an Indian company grows big?
Suddenly, local businessmen like Adani and Ambani are seen as bad people. Patanjali talks about local Ayurveda and people act like it is a danger to the country. Why do we welcome foreign companies so easily, but question Indian companies the moment they grow?
We have a strange mindset:
Foreign brands like Nestle, P&G, Coke, Pepsi, Vodafone, or Vivo are fine because we do not know who owns them. But the moment an Indian person builds a big company, we start calling them names. Ramdev is called a thief, Mukesh Ambani is called selfish, Gautam Adani is called a thug, and Tata or Birla are called opportunists.
I dont understand why some people always raise questions on local players:
โข How did Tata get the contract to build the new Parliament building?
โข How did Adani get big solar power projects instead of Chinese companies?
โข When Indian companies build sea ports in Israel or Sri Lanka, people call it corruption. But when foreign companies buy ports all over the world, nobody cares!
โข When foreign companies control our phone apps and online payments, it is called modern technology. But when Indian companies invest money to build chip factories here, people call it a monopoly!
โข When foreign companies sell us army weapons for 50 years, nobody asks questions. But when Indian private companies start making guns, tanks, and defense equipment locally, people start raising doubts!
โข When foreign retail companies open big stores in our malls, it is called open trade. But when Indian retail companies try to buy crops directly from our farmers, people call it corporate loot!
Calling every big Indian business owner a thief makes no sense. These are people from our own country creating jobs here. If we treat them like criminals, how will our own country grow?
It is time to change this mindset. India is building its own technology, its own factories, and its own future. Stop doubting local companies. Go big on India! ๐ฎ๐ณ
@narendramodi@timesofindia@EconomicTimes@bsindia
Orderbook (~โน16k cr per recent disclosures) gives 2+ years of revenue visibility; a โน1,000 cr incremental FY27 order inflow is meaningful but not transformational on its own.
Operating cash flow is improving (โน643 cr latest vs โน287 cr prior; +124%), supporting capex and wc.
signalling a step-up but within visible range.
FY29 EBITDA target of โน1,500 cr is ~83% above an estimated FY26 EBITDA (~โน819 cr at ~11.9% margin), implying significant margin/scale gains if delivered.
Implied share of the GEC3 opportunity (10% of โน24,000 cr) equals ~โน2,400 cr โ material versus FY26 revenue of โน6,880 cr (โ35% incremental potential).
FY27 guidance (20โ22% revenue growth) implies FY27 revenue of ~โน8,256โ8,393 cr if FY26 revenue of โน6,880 cr is used as base.
Transrail Lighting expects GEC3 to present a โน24,000 crore opportunity, aiming for about a 10% market share. FY27 guidance includes 20-22% revenue growth, 11% margins, and โน1000 crore in order inflow. FY29 EBITDA may reach around โน1500 crore.
#Transrail#Transraillighting
Transrail Lighting expects GEC3 to present a โน24,000 crore opportunity, aiming for about a 10% market share. FY27 guidance includes 20-22% revenue growth, 11% margins, and โน1000 crore in order inflow. FY29 EBITDA may reach around โน1500 crore.
#Transrail#Transraillighting
How? By filing cases under the "Atrocious" Act against erudite professors in premier institutions for preventing "young talent" from cheating in examinations.
#KMEW won Paradip Port authority work order for patrol bot and crew , valued at 11.41cr for 5 years.
The five-year contract with Paradip Port Authority involves the deployment
and operation of a 25-Knot Speed Patrol-Cum-Chase Boat, supported by a
dedicated professional crew.
PG Electroplast
Strong #Q1FY27 with robust revenue growth driven by continued momentum in its EMS and consumer durables business.
Rev at 2033cr vs 1503cr, Q4 at 1717cr
EBITDA at 148crโซ23% YoY, โซ 25% QoQ
PBT at 94cr vs 74cr, Q4 at 78cr
PAT at 77cr vs 66cr, Q4 at 65cr
#PGEL
#HSCL successfully developed Carbon Nanotube technology (CNT),is a next generation material with application spanning across lithium ion, semiconductors, electronics,polymers, aerospace etc..
#HimadriSpeciality
Apar Industries solid execution
#Apar#AparInd
Solid QoQ and YoY uptick across PBT and PAT
Rev flat QoQ basis
Big jump on EBIDTA โซ 68%
Rev at 6566cr vs 5084cr, Q4 at 6571cr
PBT at 622cr vs 352cr, Q4 at 329cr
PAT at 467cr vs 263cr, Q4 at 253cr
#Nifty50