Ravisangar M

Software Engineer , Full time Investor and Sports lover

[The Cloaked Gaze 👀 @gaze_observer]

STL Eyes 60% Sales From Data Centres: Sterlite Technologies Targets ₹20,000 Crore Revenue by FY29, Raises FY29 Operating Margin Target to 30%; Open Order Book at Record ~₹35,000 Crore

Core Theme
STL is reshaping itself around AI-driven data centre demand, with the segment already at 30-35% of revenue and set to reach 55-60%, backed by two $1 billion plus hyperscaler deals and a record ₹35,000-crore order book that underpin its target of ₹20,000 crore in revenue and a 30% operating margin by FY29.

Target Reset: Data Centres Take the Lead
Sterlite Technologies (STL) expects data centres to account for 55-60% of its revenue over the coming years as it steps up its focus on advanced connectivity products to tap demand from artificial intelligence (AI) infrastructure and cloud computing

Data centres currently contribute around 30-35% of the company’s revenue, compared with a negligible share about a year ago, Managing Director Ankit Agarwal told FE

The optical fibre and connectivity solutions provider expects the segment to become its largest growth driver, with the telecom business accounting for the remainder

FY29 Goals: Revenue and Margin
STL has raised its FY29 operating margin target to 30%, citing its order book and growth prospects

The company is targeting revenue of ₹20,000 crore by FY29, nearly four times its FY26 revenue of around ₹4,500 crore

Order Book and Hyperscaler Deals
Agarwal: “We recorded our highest-ever revenue, Ebitda and order book”

The company had signed two deals worth more than $1 billion each with separate hyperscalers during the first half of the year; he did not disclose the names of the customers

STL’s open order book stood at around ₹35,000 crore, its highest ever

The company expects its partnerships with hyperscalers, data centre operators and telecom service providers to generate multi-year business opportunities

Its hyperscaler partnerships typically span three to five years

[India Plus @india_plus_]

🚨3 lakh rural homes in Telangana to get fibre broadband under the Rs 3,189 crore BharatNet plan bu Union Government.

12,769 Gram Panchayats will also benefit.

[Ravisangar M @MRavisangar]

@ThetaVegaCap Space research and Robotics

[Raju PP @rajupp]

Nike just launched its first running shoe designed for India: Vegam Run.

₹3,795, Flipkart from Nov 1, other countries in 2027.

Specs runners will care about: engineered mesh upper for breathability, full-length foam for a responsive ride and all-day cushioning, a stacked textured rubber outsole with perimeter rubber for durability, and pull tabs so they're easy on and off. Nike shaped it with Indian runners who wanted one shoe for the run and the rest of the day.

Design brief to final product in 55 days. Concept to launch in about five months.

Built for India first, then the world. Would you try a ₹3,795 Nike runner?

[Kaushik | Sebi Regd RA @me__kaushik]

🚀 AEROFLEX – Q2 FY27 Results 🚀

🟢 Overall Results: EXCELLENT 🏆🔥

💰 Revenue: ₹207 Cr
📈 +87% YoY | +43% QoQ

⚙️ Operating Profit (OP): ₹50 Cr
🚀 +94% YoY | +50% QoQ

📊 Operating Margin (OPM): 24.3%
⬆️ +93 bps YoY
⬆️ +124 bps QoQ

💵 Net Profit (PAT): ₹37 Cr
🔥 +157% YoY | +95% QoQ

📈 EPS: ₹2.76
🚀 +151% YoY | +94% QoQ

💸 Other Income: ₹0 Cr

Exceptional growth across revenue, profits and margins with strong sequential and year-on-year improvement.

[Servotech Renewable Power System Ltd @servotech_ltd]

𝐏𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐕 𝐂𝐡𝐚𝐫𝐠𝐢𝐧𝐠!

Ankit Sharma from All India EV explores 𝐒𝐞𝐫𝐯𝐨𝐭𝐞𝐜𝐡'𝐬 𝐃𝐲𝐧𝐚𝐦𝐢𝐱 𝟑𝟔𝟎, a high-power EV charging solution designed for the future of electric mobility.

Driving innovation, accelerating electrification!

#Servotech #Dynamix360 #EVCharging #AllIndiaEV #FastCharging #REIExpo2026 #ElectricMobility

[P.M @tirunelveli_wtl]

15 நாட்களில் 312 ஏக்கர் கோதவாடி குளம் சீரமைப்பு! 🌱

சீமைக்கருவேல மரங்களை அகற்றி, குளத்தைச் சீரமைத்ததில் பெருமகிழ்ச்சி.
இப்பணிக்கு ஆதரவளித்த அம்மன் பயோஃப்யூல்ஸ் வாழப்பாடி குணா, விவசாயிகள், குளம் பாதுகாப்பு நண்பர்கள் மற்றும் வீத லீடர்ஸ் தன்னார்வலர்கள் அனைவருக்கும் நன்றிகள்.

வாழ்த்துக்கள் அண்ணா @vasanthrajan_k

[Ravisangar M @MRavisangar]

@BaluGorade I already doing it opened joint account with my FIL and I am operating it 😊😊

[Ravisangar M @MRavisangar]

@Manojs_here @NewsAlgebraIND True — we should be grateful and thank God. We should also treat the people we meet every day with respect: waiters, cab drivers, servers, and everyone else. A smile and a simple “thank you” go a long way. 🙏🏻

[Servotech Renewable Power System Ltd @servotech_ltd]

𝐏𝐫𝐞𝐦 𝐏𝐫𝐚𝐤𝐚𝐬𝐡, 𝐂𝐄𝐎 𝐨𝐟 𝐒𝐞𝐫𝐯𝐨𝐭𝐞𝐜𝐡 𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞, shares his perspective as the company showcases its advanced solar, EV charging, and energy storage solutions at REI Expo 2026.
A glimpse into Servotech's commitment to innovation, evolving energy technologies, and building a smarter, more sustainable future.
#ServotechRenewable #REIExpo2026 #PremPrakash #LeadershipInsights #SolarInnovation

[Servotech Renewable Power System Ltd @servotech_ltd]

Powering the Future with Smarter Energy Storage!

At REI Expo 2026, Tushar, VP at Servotech Renewable, shares valuable insights into Battery Energy Storage Systems (BESS) and their role in shaping the future of energy management.

#ServotechRenewable #REIExpo2026 #BESS #BatteryEnergyStorage

[AIM Investments @AimInvestments]

Hindustan Zinc: Record numbers, PAT up 142% YoY Highest-ever, EBITDA up 108% YoY

[P.M @tirunelveli_wtl]

அறிவுநிலை மாற்றம் 🙏

[Kishore Chandran @tweetKishorec]

Hon’ble @CMOTamilnadu

With a humble & kind request, I appeal to you to install at least one statue of Dr. A.P.J. Abdul Kalam in Chennai.

Our beloved People’s President, who inspired millions of young minds, deserves a place of honour in our state’s capital.

[RedboxGlobal India @REDBOXINDIA]

AEROFLEX INDUSTRIES: APPROVES CAPACITY ENHANCEMENTS AND EXPANSION PLANS; SS HOSE & BRAIDING DIVISION TO INCREASE CAPACITY TO 30 MILLION METERS; LIQUID COOLING SFN SKID ASSEMBLIES TO REACH 30,000 PIECES; TOTAL INVESTMENT ESTIMATED AT ₹202 CRORES.

[Ravisangar M @MRavisangar]

@Stock_Precision Doing daily SIP as contra investing , started daily SIP when silver moved from 4L peak back to 2.8L

[Indian Tech & Infra @IndianTechGuide]

🚨 IBM plans to deploy India’s largest quantum computer early next year at the newly developed tech park in Amaravati, Andhra Pradesh. (ET)

[Ravisangar M @MRavisangar]

@patnaiksatish84 Sterlite

[Grok @grok]

Gravita India is a scaled multi-metal recycler (lead core, expanding copper/Al) with global scrap network, capacity growth to 800ktpa, Q1 FY27 revenue +42% and consensus Buy ratings for 30%+ upside at ~28x PE. Nupur is smaller, focused on non-ferrous scrap trading/processing; Q1 revenue +56%/PAT +83% but at stretched ~60-80x PE after sharp run-up. Both benefit from secondary metal supply deficits and energy-driven recycling shift, with Gravita showing stronger fundamentals and scale. Not investment advice—DYOR.

[Ravisangar M @MRavisangar]

@ShridhantS @grok whether Gravita and Nupur recyclers are beneficial?