MANOJ SINGLA

[MANOJ SINGLA @MANOJSINGLA1980]

#LG SKYROCKETING 🚀🚀(WHO CARES THE STORY)

[Shreenidhi P @nid_rockz]

Vedanta Aluminium Metal Ltd
#VAML
#VedantaAluminium

Snippets from Citi and Kotak reports:

Citi:
TP of 560rs
Positive aluminium outlook
BALCO expansion, VAL bottlenecking
Cost and efficiency focus
Improving leverage -Net cash by FY28
Estimates $3400 aluminium FY27/28E
Citis top India metal pick
Expects 86% EPS growth for FY27 vs FY26

Kotak:
TP 600Rs
Sector leading volume growth
Accelerating backward integration
Capacity additions
Expects 6% volume CAGR from FY26-29E
Structural deficit in aluminium market and higher prices to sustain
Strong FCF to lead de-leveraging
62% domestic market share
Expects 99.5% EPS growth for FY27 over FY26

[Soumeet Sarkar @soumeet_sarkar]

Shyam Metalics Analyst Meet Key Takeaways

Target revenue 2.3x and EBITDA growth 2.7x in FY31 from FY26

Looks for 22% RoCE and 20% Return on Equity

Margins to improve with Stainless Steel Capex as 75% raw material already integrated with large low cost captive power plant

Aluminium Foil Export and Railways business to aid growth rate

#ShyamMetalics

[Normal Guy @Normal_2610]

Tinna Rubber - Turns waste tyres into useful products for roads and industry. Expanding into higher-value polymer compounds and recovered materials.

Big structural tailwind - India EPR (Extended Producer Responsibility) rules for tyres. Tyre companies must use more recycled material every year. This creates guaranteed, growing demand for Tinna products - not just hope.

Infrastructure push - Recycled rubber used in road bitumen (better roads, longer life). High capacity utilisation (90%), cost control (solar power expansion), and new products.

Has some cyclical part (depends on road projects and tyre industry volumes), but EPR policy makes it more structural, multi-year visibility that normal cyclical companies don't have.

[Nigel D'Souza @Nigel__DSouza]

Vedanta Aluminium listed at ₹537

Today it touched ₹447, with some buying interest emerging at the lower circuit as valuations eased

@AnilAgarwal_Ved told me earlier this week that they want to triple capacity to 10 mt over the 5 years

[The Cloaked Gaze 👀 @gaze_observer]

Coforge Aims to Double Revenue to $5 Billion by 2030; CEO Sudhir Singh Bets on AI, Large Deals & Inorganic Acquisitions to Scale Up

The Big Target — Doubling Down
Targeting $5 billion revenue by 2030, up from ~$2.4 billion currently

Strategy: scale up key accounts, materialise AI bets, and buy other firms for immediate inorganic revenue

Crossed $1 billion cumulative revenue just three years ago — growing at break-neck speed since pandemic

FY26 Performance — Strong Organic Growth
Finished last financial year with $1.8 billion organic revenue

Added $600 million from acquisition of AI firm Encora last year

Currently ranked number seven among IT services firms — behind the "big five" and LTM (which finished at $4.8 billion)

Gap between number six and seven is huge, but Coforge eyeing rapid gains — LTM has its own target of $10 billion by 2031

The AI Growth Lever
CEO Sudhir Singh: company "banking on large deals" and AI to drive future growth

While market has been stressed, Coforge's own growth has increased

Differentiated AI-led offerings helping win deals despite weak macro environment

Large Deals — The Icing on the Cake
Large deals (contract value $20 million+) now at 21, up from 11 two years back

Marquee deal: US travel company Sabre — $1.5 billion, 10-year contract

Reflects Coforge's willingness to be aggressive in deal pursuit while peers stay conservative

Sector Strategy — Where Growth Will Come From
Strongholds: insurance, banking & financial services (BFS), travel, tourism & hospitality (TTH) and public enterprises

Healthcare revenue expected to touch $750 million by 2030, up from $402 million

Government business outside India projected at $250 million, up from $131 million

BFS vertical expected to touch $1 billion

What's Working — Hyperspecialisation Edge
Indian IT services industry trudging through sluggish revenue growth & margin pressure as legacy business competition intensifies

AI deflationary impact on revenue remains small for now

Mid-tier firms like Coforge bucking the trend via hyperspecialisation in select sectors + differentiated offerings

Three growth levers: domain-led go-to-market strategy, early platform/IP bets, and aggressive deal pursuit

The GCC Differentiator
Partnerships with global capability centres (GCCs) yielding rich dividends

Unlike peers who don't break out GCC revenue, Coforge disclosed this vertical contributes ~10% of top line

Core Theme
Coforge's audacious bet to double revenue to $5 billion by 2030 stands out starkly against an Indian IT services sector mired in sluggish growth and margin pressure. CEO Sudhir Singh's playbook — hyperspecialisation in BFS, insurance, travel and public enterprises, aggressive large-deal pursuit exemplified by the $1.5 billion Sabre contract, AI-led differentiation, and inorganic acquisitions like Encora — positions the mid-tier player to close the gap with industry leaders. With transparent GCC disclosure setting it apart from conservative peers, Coforge is signalling that scale, specialisation and deal aggression can outpace a challenging macro environment where most rivals are merely treading water.

[Shreenidhi P @nid_rockz]

KP Energy (#KPEL)
KPI Green Energy (#KPIGreen)

Choice conference pointers:

Orderbook of 2x of FY25 sales
2 years of visibility

Margins should stay in a similar range
No margin pressure

Good start to FY27
Guidance of 50-60% CAGR for next 3 years in terms of revenue, EBITDA and PAT

Group Target of 10GW will be comfortably surpassed and targets much bigger growth in overall portfolio

IPP scale up:
FY28 should see good numbers coming in from IPP segment with high margins

[RedboxGlobal India @REDBOXINDIA]

KAYNES TECH: FY27 TO OUTPACE FY26; CONFIDENT OF EXECUTING ENTIRE ORDER BOOK IN FY27

KAYNES TECH SEES STRONGER FY27 THAN FY26; SAYS FULL ORDER BOOK EXECUTION ON TRACK THIS YEAR

[MANOJ SINGLA @MANOJSINGLA1980]

@nid_rockz Great personality Super knowledge ✅

[Shreenidhi P @nid_rockz]

Vedanta Power
#VedantaPower
#VedPower

EBITDA projected to almost double by FY28 from FY26 base
From 1500cr in FY26 to 3000cr in FY28

FCF projected at 2233cr in FY29

11980 MW expected in FY33

EBITDA Projections:
FY25 650cr
FY26 1534cr
FY27E 2274cr
FY28E 3220cr
FY29E 3262cr

Plans to add 7.2 GW thermal capacity
FY33E EBITDA at 13606cr on a 11980 MW capacity

Vision To be among top 3 pvt thermal players by FY33

Indian Power sector in a multi year structural growth cycle

5th largest pvt thermal power producer with 4.2 GW operational capacity
600 M currently in project phase

[MANOJ SINGLA @MANOJSINGLA1980]

🔹 Co-lending scale-up via nPOS — smarter underwriting, shared risk models 🔹 NAIM brings AIFs & PMS to Yes Bank's wealth, affluent & institutional clients 🔹 Altifi's bond platform plugs into Yes Bank's wealth ecosystem
Market reaction: YESBANK +5.57% | NORTHARC -0.13%

[MANOJ SINGLA @MANOJSINGLA1980]

🚨 BIG MOVE: Yes Bank x Northern Arc Capital just joined forces to scale credit access across India 🔥

Balance sheet + origination muscle + tech stack — this is what financial inclusion at scale looks like, with an eye on Viksit Bharat 2047.

#YesBank #NorthernArc #BankingNews

[MANOJ SINGLA @MANOJSINGLA1980]

The breakdown: 🔹 Strategic tie-up to expand digital lending for underserved segments 🔹 Brokered by SMBC — the shared strategic investor behind both firms 🔹 Northern Arc's 368-partner originator network now feeds Yes Bank's lending pipeline

[The Cloaked Gaze 👀 @gaze_observer]

Adani Ports Expands Kaleris Partnership to Enhance Port Efficiency

Adani Ports & Special Economic Zone (APSEZ) has expanded its partnership with US-based Kaleris to deploy next-generation terminal operating and AI-driven optimization solutions across its ports network

The initiative aligns with APSEZ's long-term 2030 strategy, which includes investments of $850 million toward decarbonisation, technology upgrades and capacity expansion

The company aims to build capacity to handle 1 billion tonnes of cargo annually through operational and infrastructure enhancements

Under the multi-year agreement, Kaleris will implement its terminal operating system and AI-powered container handling optimization solutions

The technology will be deployed across 15 APSEZ container terminals located at nine domestic and international ports

Kaleris' Advanced Optimization platform is expected to improve operational efficiency and resource utilization across container terminals

APSEZ expects up to 20% improvement in rubber-tyred gantry crane productivity through the deployment

The company also anticipates up to 14% improvement in terminal truck productivity, helping reduce turnaround times

The partnership supports APSEZ's objective of creating a technology-led integrated transport and logistics platform

The move underscores APSEZ's increasing focus on digitalization, automation and AI-driven efficiencies across its port and logistics ecosystem

[The Cloaked Gaze 👀 @gaze_observer]

Tata Motors Passenger Vehicles Targets 18-20% Market Share & Double-Digit EBITDA Margin by FY30; Plans ₹35,000 Crore Investment & Five New EVs

The Big Targets — FY30 Ambition
Targeting 18-20% market share and double-digit EBITDA margin by FY30

Investment of ₹33,000–35,000 crore across passenger vehicle & EV operations over next 5 years

Investment to fund new product development, capacity expansion, electrification & EV ecosystem

Chairman N Chandrasekaran: entering FY27 with "robust pipeline" spanning petrol, diesel, CNG & electric

FY26 Performance — Record Numbers
Sold record 641,586 passenger vehicles in FY26 — up 15% YoY

Emerged as second-largest car manufacturer in second half of FY26 (Vahan registrations)

Market share reached 14.1% in second half of FY26

Industry growth ~8% — TaMo significantly outpaced the market

EV Leadership — Defending the Crown
EV sales surged 43% YoY to 92,179 units in FY26

EV market share at 40.2% — dominant position in domestic EV segment

Plans to launch five new electric vehicles by FY30 to retain EV leadership

Focus on reducing ownership-cost gap between EVs and ICE vehicles

Expanding charging infrastructure & strengthening battery assurance programmes

Growth Drivers Going Forward
SUVs, CNG vehicles (~170,000 units) and EVs to drive industry growth

Multi-powertrain strategy — petrol + diesel + CNG + electric simultaneously

Capacity expansion & electrification as twin pillars of capex deployment

JLR — The Revenue Engine
JLR contributes nearly 80% of TMPV's consolidated revenue

Maintaining £18-billion investment programme for FY24–FY29 period

Targeting ~£1.7 billion in cost savings; break-even volume to be lowered to ~300,000 units

FY27 growth backed by Range Rover Electric launch & first model from Jaguar's reimagined lineup

Navigating headwinds — weak China demand, tariff uncertainties & FY26 cyberattack impact

Core Theme
Tata Motors Passenger Vehicles is executing one of India's most ambitious automotive growth plays — combining record FY26 volumes, dominant EV market share, and a ₹35,000 crore war chest to reach 20% market share by FY30. With five new EVs in pipeline, a multi-powertrain strategy hedging all consumer preferences, and JLR simultaneously pursuing cost discipline and electrification, TaMo is betting that scale, product breadth and ecosystem investment will cement its position as India's undisputed passenger vehicle powerhouse — even as global headwinds test JLR's premium ambitions.

[MANOJ SINGLA @MANOJSINGLA1980]

💥Disclaimer: Not a buy or sell recommendation

[MANOJ SINGLA @MANOJSINGLA1980]

💥 #LG You Know is Dead💥
#LG multi-trillion-dollar pivot #NVIDIA Catalyst
Forget TV refrigerators. LG is undergoing massive structural transformation from a cyclical consumer hardware maker into a *B2B, AI Infrastructure and Humanoid Robotics* powerhouse.
Complete blueprint 👇

[MANOJ SINGLA @MANOJSINGLA1980]

Analyst Takeaway🔥The Structural Winner🔥
LG is actively migrating from high-volatility, mass-market manufacturer to an *Asset Moat / Efficiency Winner*. By stacking B2B contracts, recurring software/subscriptions, and NVIDIA-backed physical AI, they are building the next decade