My Trading Startup

My Trading Startup

[R @AlphaWizarDD]

Forward P/E makes you rich!!

3 Best ways to calculate it.

[Janvi Mhamunkar @Janvi_Mhamunkar]

@SEBI_India

There is Price Manipulation Happening in SKM Egg !
Right Now .

@nsitharamanoffc

[My Trading Startup @MTS_Growth]

@Asan_research Atul Bhai, can you check & throw some light why SKM egg is falling so sharply, tomorrow is its result.

[My Trading Startup @MTS_Growth]

@Asan_research I have postponed my decision of buying car, till no soild govt plan cannbe confirmed.

[My Trading Startup @MTS_Growth]

@Asan_research This time smart retailer will not buy new car.

[My Trading Startup @MTS_Growth]

@bewise_besmart @CNBCTV18News Ab shayad 1.5 lacs mil jayenge

[My Trading Startup @MTS_Growth]

@CNBCTV18News Milage around 15 to 20 % dropped for older vehicles. @HardeepSPuri @narendramodi if you really want to do anything
1. PLEASE DO MANDATORY USE OF TRANSPARENT PIPES AT PETROL PUMPS. Petrol pump also takes cuts on fuel supply.
2. MAKE AVAILABLE THE ATLEASE E10 PETROL.

[My Trading Startup @MTS_Growth]

@CNBCTV18News This is a failed attempt to save the face. His situation is like.... खाके गया कोई दुसरा और बिल मुझे भरणा पड रहा है.

[My Trading Startup @MTS_Growth]

@one_crawler @drprashantmish6 @RBI There is such provision available. Any amount transferred above 2 lacs I get call from bank to confirm the transaction from icici and axis bank

[Dipanshu Kushwaha @Dipanshu_AI]

INSTEAD OF WATCHING NETFLIX TONIGHT.

Spend 1 hour with this.

Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.

The people who watch this tonight will wake up tomorrow with a new skill.

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[Katyayani Shukla @aibytekat]

JOB INTERVIEW:
"Why are you looking to leave your current company?"

Most candidates say:
"I'm just looking for a new challenge, and I feel like I've outgrown my current role and there's no room for growth..."

THE WINNING ANSWER:

[Partha @ParthaAwe]

🧵 THREAD: Raymond — the brand famous for suits — just became one of India's most serious aerospace manufacturers.

This is NOT clickbait.

Here's the full story of one of India's greatest corporate pivots 👇

#RAYMOND #NSE

---

[2/12]
Raymond spent 100 years making India's finest woolen suits.

Then Gautam Singhania did something radical:

↳ Demerged textiles (2024) ✅
↳ Demerged realty (2025) ✅
↳ Sold FMCG business ✅
↳ Acquired aerospace manufacturer for ₹682 Cr ✅

What's left?

A pure-play precision engineering + aerospace company.

Zero textiles. Zero suits. All engineering. 🔩

---

[3/12]
The key move: Raymond bought Maini Precision Products for ₹682 Cr.

What they got:

🔵 50 years of precision manufacturing DNA
🔵 22-year Safran partnership (since 2003)
🔵 1,250 aerospace components qualified with OEMs
🔵 AS9100D certification (the passport to aerospace)
🔵 Pratt & Whitney + Boeing supply agreements

Maini took 20 years to build that.
Raymond bought it in one transaction. 🎯

---

[4/12]
Today Raymond runs TWO engineering businesses:

🛫 JK Maini Global Aerospace (JKMGAL)
▸ FY26 revenue: ₹392 Cr (+26% YoY)
▸ Customers: Safran, P&W, Boeing, HAL, ISRO
▸ EBITDA margin: 23.7%
▸ 90% exports

⚙️ JK Maini Precision Technology (JKMPTL)
▸ FY26 revenue: ₹1,667 Cr (+10% YoY)
▸ Auto components + hybrid EV parts
▸ EBITDA: +34% YoY

Both. Zero debt. 💪

---

[5/12]
FY26 full year (announced May 5, 2026):

📊 Total income: ₹2,312 Cr (+10% YoY)
✈️ Aerospace: ₹392 Cr (+26%)
🏭 Auto precision: ₹1,667 Cr (+10%)
💰 Net cash surplus: ₹68 Cr (debt-FREE)
📈 Precision EBITDA: +34% YoY

And they committed ₹1,000 Cr to build two greenfield plants in Andhra Pradesh.

Funded 74% by state govt incentives.

Net company outflow: just ₹245 Cr over 5 yrs. 🎯

---

[6/12]
My take on Raymond's transformation:

✅ Safran partnership — 22 years deep
✅ 1,250 qualified SKUs = 22-yr moat
✅ Zero debt — investing from strength
✅ ₹695 Cr govt co-funding for new plants
✅ AMCA + LEAP engine = decade of tailwinds

This is not the Raymond your dad wore.
It's a completely different company.

#RAYMOND #Aerospace #MakeInIndia #IndianStocks

Not SEBI advice. DYOR 🙏

---

[7/12]
🔬 DEEP DIVE: Raymond's aerospace unit — JKMGAL.

Got DMs asking what they actually make and why it matters.

Full breakdown — the business model, the moat, and why this is still early innings 👇

(Reply to my earlier Raymond thread)

---

[8/12]
In aerospace, every component must be individually OEM-approved.

Takes 12–24 months per part.

JKMGAL's SKU journey:
2004 → 50 SKUs
2008 → 100
2012 → 200
2016 → 500
2020 → 800
2026 → 1,250 ✅

Each SKU = a qualification no competitor can shortcut.

1,250 SKUs = 22 years of compounding moat.

This is what real switching costs look like. 🔒

---

[9/12]
Who buys from JKMGAL?

✈️ Safran — CFM LEAP engine since 2003
🔧 Pratt & Whitney — LTA signed 2025
🛩️ Boeing/Marshall — P-8I Navy aircraft
🚀 ISRO — space launch vehicles
🛡️ HAL — Tejas LCA + Dhruv helicopter
✈️ Airbus + Thales + GE

90% exports. These aren't customers you win with a price pitch.

These take DECADES of trust.

JKMGAL has that trust. 🤝

---

[10/12]
The CFM LEAP engine has a 40,000+ unit global backlog.

That's 8–10 years of production.

JKMGAL signed an expanded MoU with Safran at Paris Air Show (June 2025) — now supplying ASSEMBLIES, not just single parts.

Assemblies = 3–5x more revenue per order.

And they're building a 47-acre campus in Andhra Pradesh for this ramp.

₹510 Cr capex. 74% funded by state govt. 🎯

---

[11/12]
What I'm watching as JKMGAL catalysts:

🔴 AMCA (India 5th-gen fighter) — RFP mid 2026. HAL relationship = natural supplier path.

🟠 India's 1,500 aircraft orders — MRO component demand for 30 years.

🟡 China Plus One — EU shifting hybrid drivetrain sourcing to India.

🟢 Components → Assemblies — margins jump from 23% toward 35%+.

Each one is a large, independent opportunity. 💥

---

[12/12]
Raymond's aerospace story in one line:

"22-yr OEM relationships. 1,250 qualified SKUs. Zero debt. ₹695 Cr govt capex co-funding. LEAP engine's 40,000 unit backlog ahead."

The near-term margin compression from capex is the entry price.

The 5-year picture is very different.

#RAYMOND — high conviction list.

#Aerospace #PrecisionEngineering #IndianStocks

Not SEBI advice. DYOR 🙏

[My Trading Startup @MTS_Growth]

@Prakashplutus CSP: Cash-Secured Put
CPS: Cash Flow Per Share

[My Trading Startup @MTS_Growth]

@ankitatIIMA Nothing will change, ye to dikhave ki bate hai. Unke liye sirf ek cheez fix hai.... Bhaijan maksad nahi bhulna

[My Trading Startup @MTS_Growth]

@EquivestR Fertilizer rally is often last leg of bill run or overall top. What's your view on this?

[My Trading Startup @MTS_Growth]

@EquivestR Looks like, like in cricket #PKMB trends
#TKMB will be trending all over the world's stock traders community.

Obviously T is for .... Guess the name

[Sunil Gurjar, CFTe @sunilgurjar01]

Never Miss this 4 minute Masterclass how to research stocks.

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See it when you are free and fresh.

[My Trading Startup @MTS_Growth]

@HarshChota77090 @Prakashplutus Nse IPO coming

[My Trading Startup @MTS_Growth]

@charts_breakout I heard the name might be tcs

[My Trading Startup @MTS_Growth]

@Prakashplutus Now we can hear