MehtaARPAN 🇮🇳

Sometimes I know ,
Sometimes I don't know

!! भवतु सब्ब मंगलम !!

[MehtaARPAN 🇮🇳 @OhArpan]

I want my everyday like this ......
https://t.co/qo7iess5Xb

[Stay True 😮‍💨 @Aiden_2EZ]

SEET DEH-

[Earth @earthcurated]

India’s wild tiger population has officially more than doubled over the past 15 years, marking one of the greatest wildlife conservation comebacks in modern history.

[MehtaARPAN 🇮🇳 @OhArpan]

🫡👏🎖️🎖️🎖️🎖️🎖️

[Indian Tech & Infra @IndianTechGuide]

🚨 Ladakh fines four tourists ₹2 lakh for illegal off-roading in Pangong Lake and other protected wildlife areas. 👏

[NCEMA UAE @NCEMAUAE]

التعامل مع عطل فني في نظام الإنذار المبكر ونثمن تعاون المجتمع وتفهمه.

[ideaForge Technology Limited @ideaforge_tech]

When managing #traffic, monitoring large gatherings, and maintaining #publicsafety, situational awareness is critical

Hear from Hina Patel, Sub-Inspector #GandhinagarPolice, on how ideaForge #drones have supported their operations for over four years - enabling real-time monitoring, actionable insights, and more efficient #trafficmanagement.

From real-time situational awareness to comprehensive training and support, this partnership demonstrates the value of reliable UAV technology in modern policing.

Watch the full story also on YouTube: https://t.co/eM0KcVWohh

@GujaratPolice @CMOGuj

#DroneTechnology #SmartPolicing #GujaratPolice

[ValueEquity @EquityValueIn]

Aarti Pharmalabs Capex tracker

CDMO ramp up with a good pipeline and guidance for 30-40% full year growth for the CDMO vertical , capex mapping in Xanthine from 6KMTPA ( now fully utilized ) to 9k slowly , 7%+ R&D Spend (as a percent of API+Int & CDMO sales) in FY26

H1 FY27 keep the expectations low as a whole new large capex will get ramped up and hence it will be a step up in costs immediately while revenues will start showing in H2 , H2 heavy growth !

[Lord Immy Kant @KantInEastt]

The last country to kill innocent Indians was US

[ValueEquity @EquityValueIn]

Aarti Pharmalabs , was just reading through the DMF's filing data this evening and saw this Tert Butyl ( VP-OO4) being filed just in march

Now this is actually interesting , because this is not a simple filing like the ones before , this is sort of a capability addition

This is actually a very interesting data point from an investor perspective.

The key insight is not that Aarti Pharmalabs makes VP-004, but what that reveals about the type of chemistry they are doing.

What VP-004 Signals About Aarti Pharmalabs:

VP-004 is a Palbociclib intermediate and belongs to the broader CDK4/6 inhibitor oncology value chain.

When a company files DMFs, regulatory starting materials, or advanced intermediates such as VP-004, it typically indicates capability depth building Heterocyclic chemistry

Now normally the first question is is this Generic API producing for onco value chain or is this linked to a CDMO programme , and hearing recent commentary from the management it gets more interesting because they are highlighting a clear shift in higher value chain chemistries with a focus on CDMO , I don't know exactly as it is difficult to map it to innovators at this stage , but it is interesting to say the least

To cut the long story short , seems to me that from an incremental chemistries point of view they are trying to move up the chain

Lets see how this plays out

disc: no reco , biased , no financial advice

[MehtaARPAN 🇮🇳 @OhArpan]

Just the other day .. US drone boat rescued the pilots of downed Apache and now P8 reconnaissance aircraft...drops a life raft and monitors crew embarking it...

Capabilities of the US Military 🫡

[ANI @ANI]

As per inputs received from US Navy, a dhow MSV Virat 1 with 14 Indians sinking in position about 80 nm from Ras Al Hadd on 14 Jun 2026. ⁠Indian navy vessels have been diverted towards the location of the sinking show. ⁠US P8 dropped a life raft and monitored the crew embarking the Life Raft. MV Jabal Ali 9 (St Kitts and Nevis flagged, with LPC Sohar NPC Mumbai) moving towards the sinking dhow. All 14 Indians have embarked the life raft as per inputs received from MV Jabal Ali: Sources

[ANI @ANI]

As per inputs received from US Navy, a dhow MSV Virat 1 with 14 Indians sinking in position about 80 nm from Ras Al Hadd on 14 Jun 2026. ⁠Indian navy vessels have been diverted towards the location of the sinking show. ⁠US P8 dropped a life raft and monitored the crew embarking the Life Raft. MV Jabal Ali 9 (St Kitts and Nevis flagged, with LPC Sohar NPC Mumbai) moving towards the sinking dhow. All 14 Indians have embarked the life raft as per inputs received from MV Jabal Ali: Sources

[ishmohit @ishmohit1]

Start reading manufacturing companies with a mindset of who’s adding capabilities instead of just capacities.

Thinking lens will change

[MehtaARPAN 🇮🇳 @OhArpan]

@ishmohit1 and just now thanking you again for NH 👌👌👌👌🙏🙏🙏🙏👏👏👏👏🙌🙌🙌

[MehtaARPAN 🇮🇳 @OhArpan]

@ishmohit1 We know the value you have added to many many of us . Very thankful for the knowledge and returns.

[Intrinsic Compounding @soicfinance]

We went through 30+ companies across 6 categories to understand what's really happening in the Pharma space and why the index itself is hitting all time highs

Here's the compelete breakdown of the same..

https://t.co/H6hVJ9Db9W

[Amjad Taha أمجد طه @amjadt25]

Pakistan is hiding Islamic regime in Iran military aircraft at airfields near Islamabad to shield them from beautiful American strikes. Pakistan is acting like a hotel for the Islamic regime’s aircraft. Pakistan is calling itself a "mediator" while hiding the Islamic regime’s aircraft, which has helped kill millions of Syrians. That’s like calling yourself a firefighter while secretly storing gasoline in the basement.
https://t.co/HbF6wEA0to

[Jennifer Jacobs @JenniferJJacobs]

Scoop via @CBSNews: As Pakistan positioned itself as a diplomatic conduit between Tehran and Washington, it quietly allowed Iranian military aircraft to park in its country, potentially shielding them from US airstrikes, sources told @JimLaPorta and me. Days after Trump announced the ceasefire in early April, Tehran sent multiple aircraft to Pakistan Air Force Base Nur Khan.
Among the military hardware was an Iranian Air Force RC-130, a reconnaissance and intelligence-gathering variant of the Lockheed C-130 Hercules tactical transport aircraft.
https://t.co/W3lIh0ibzF

[Intrinsic Compounding @soicfinance]

Since demerger in September 2023 at a price of nearly 500 Rs a share. Nuvama has cumulatively paid a dividend of nearly Rs.71 a share.

Few business models just throw cash flows

Disclaimer: no recommendation to buy or sell.

[Malay Krishna @Malay4Product]

Let me explain what just happened today because it deserves so much recognition.

GalaxEye is a Bengaluru startup founded in 2021 by IIT Madras engineers. Today they launched Mission Drishti on a SpaceX Falcon 9. It is India's largest privately built satellite at 190 kg. And it carries a technology that no commercial satellite has ever carried before.

Normal satellites take photos of the Earth using optical cameras. Like your phone camera, but from 500 km up. The problem is obvious. Clouds. Night. Fog. Smoke. If any of these are in the way, the photo is useless. India has monsoon cover for 4 months a year. That is 4 months where optical satellites are partially or fully blind over large parts of the country.

The alternative is SAR. Synthetic Aperture Radar. Instead of taking photos with light, it sends radar waves down and reads what bounces back. Radar goes through clouds, through darkness, through smoke. A SAR satellite can image a flooded village at 2 AM during a cyclone when no optical satellite can see anything.

The problem with SAR is that the images look nothing like photos. They look like grainy black-and-white radar maps. A military analyst or a trained geospatial engineer can read them. A farmer, a disaster response team, or a city planner cannot.

Until today, if you wanted both optical and SAR data for the same location, you needed two different satellites, passing over at different times, at different angles. Then someone had to manually align and fuse the two datasets. Expensive, slow, and the data never perfectly matched because the satellites saw the same spot minutes or hours apart.

GalaxEye put both sensors on one satellite. Optical and SAR, fused into what they call OptoSAR. Three times more information than a single sensor. Processed onboard by an NVIDIA AI chip at 1.8 metre resolution.

Now in practice, during the next cyclone hitting Odisha, one satellite pass gives you a clear image of which villages are flooded, which roads are cut, and which buildings are standing. Day or night. Cloud or clear. In near real-time.

For defence, it means you can monitor a border area 24/7 regardless of weather. For agriculture, it means tracking crop health across an entire monsoon season without a single cloud gap. For infrastructure, it means monitoring construction progress on highways and bridges without waiting for a clear day.

GalaxEye tested their SAR tech on ISRO's POEM orbital platform. The satellite was tested at ISRO facilities. IN-SPACe provided regulatory clearance. NSIL, ISRO's commercial arm, will distribute the imagery globally. And it launched on SpaceX because ISRO's PSLV doesn't have the right orbit slot for this mission.

Yes, four IIT Madras graduates built a world-first satellite in 4 years in Bengaluru.

Take a bow!

[MehtaARPAN 🇮🇳 @OhArpan]

This is Claude telling me Quaterly rev. for SAMHI is declining .......🙆‍♂️

[MehtaARPAN 🇮🇳 @OhArpan]

Bro is one green smoothie away from writing a book called "Dal Roti Mindset: Why You're Poor" 📖

[Chirag Barjatya @chiragbarjatya]

If you still eat dal roti after making 8-10 crore only god can help you.

Reply to your predicted responses:

> “Toh dal roti band kar de kya” - nahi maine aise nahi bola

> “Ambani Adani dal roti nahi khate kya” - khate hai

> “meri aama dal roti kha kar 153 saal ji” - ok nice information my amma didn’t.

> “toh kya khaye” - Dal roti with silken tofu, curated low fat yogurt, whey from new Zealand.

[MehtaARPAN 🇮🇳 @OhArpan]

@Lenskart_com Three days ago: "This document is outdated and inaccurate."
Today: "We are built in Bharat, for Indians."
Tomorrow: "Have you tried our new saffron collection?"
The audacity to rebrand in real time is truly Olympic-level.