Subjuju

Coimbatore

[Fraise Financial Services©®™ @Equities_Fraise]

Current Stock Overview, #Maruti

#Maruti Suzuki is currently trading at 26 times its FY27 earnings estimates. The stock has seen a recent 17% decline over the last six months, making its current valuation potentially attractive for investors, especially considering a recent 3.8% surge driven by a broader auto stock rally.
by #Business_Fraise

[Subjuju @Subha68216470]

@business_fraise #Business_Fraise , Saksoft

[Subjuju @Subha68216470]

@business_fraise Ma'am, #Fraise & #titagarh review

[Subjuju @Subha68216470]

@Abhi4Research Happy Birthday Abhi sir!

[Subjuju @Subha68216470]

@business_fraise #Business_Fraise
Hi Ma'am, please review on ZFCVINDIA

[Subjuju @Subha68216470]

@business_fraise Thank you for the HFCL, Bhagyanagar charts.. it was a great & cool prediction....

[Subjuju @Subha68216470]

@PrashantKabra17 @camangalarvind Price movement always there ... you can buy again when little dip or buy little by little..

[Divya Mittal @divyamittal_IAS]

IIT Delhi to IIM Bangalore to IAS. I got the best education my country had to offer. It taught me how to crack tough exams and manage big responsibilities. But it never taught me how to quiet my own mind or handle loneliness. We spend many years learning how to achieve, but not a single day learning how to be happy.
My thoughts on what is missing in school education.

Emotional Regulation:
We memorized the periodic table, but no one explained the chemistry of a broken heart. School demanded we stay quiet, confusing silence with peace. Now, we don't know how to host our own storms without drowning in them. We feel lost because we were taught to suppress, not to process.

Deep Communication:
We were taught to write perfect essays, but not how to say "I’m hurting" or "No." While there is a strong emphasis on communication, we are not taught the vocabulary of the adult life. There is no course on how to stand our ground in face of bullying by a boss or how to protect our work boundaries by saying 'No'

Critical Thinking:
In school, the person with the most answers won. In life, the person with the most questions survives. This is the reason many adults can repeat opinions confidently without ever questioning where those opinions came from. We are told everything as the gospel truth. So we end up just following blindly

Financial Literacy:
We spent years learning maths and solving for x, but never learned how to keep ourselves from falling in a debt trap. Money isn't just about math; it’s about the dignity of choice. We do not learn how to use debt effectively without it controlling our freedom. How impulsive spending compounds over time, or how money affects stress, relationships, and mental peace. Financial literacy is missing because education often focuses on earning money someday, not managing it wisely once it arrives.

Self-Discipline
School is a world of bells and schedules. Someone else always tells you what to do and when. But adulthood is a world of total silence. We feel stuck because we were never taught how to push ourselves without a teacher watching. Discipline is simply the habit of keeping promises to yourself. This is a habit many of us are lacking

Handling Loneliness
In school, you are always shrouded by people. You never realize how loud the silence of adulthood can be until you’re in it. We feel lonely because we weren't taught how to be our own best friends. Peace is learning that being alone doesn't mean being lonely. It is a sacred space, not a sign of being unwanted.

Reading People
School is a time of innocence where friendships are often given to you. But as we go along, not everyone retains that purity. We feel cheated because we weren't taught to see the hidden intentions or the masks people wear. Reading people is the quiet wisdom of seeing the truth behind the words.

Mental Health Maintenance
We have gym class for our bodies, but nothing for our souls. We are taught to push through exhaustion to finish a project, which is exactly how we end up in burnout. Honoring your nervous system is the only way to make sure the light inside you doesn't go out. We should know when we are dealing with a stressor and unable to handle it anymore. We should know when to reach out for help if we feel that we are drowning in that distress

Knowing Yourself
We spend years trying to be the "best" student, only to realize we don't know who we are without a gold medal. We are left inadequate because we studied every subject except our own souls. The ultimate education is discovering what truly matters to you before the world tells you what to want.

[Fraise Financial Services©®™ @Equities_Fraise]

A Short Note on #HFCL

Record Order Book:

The company has achieved an all-time high order book of INR 21,200 crores. This includes export orders worth INR 12,250 crores, which constitute 58% of the total order book.
Landmark Global Contract: A major highlight is a multi-year global optical fiber cable supply contract valued at approximately USD 1.1 billion (equivalent to INR 10,159 crores).

Structural Mix Improvement: HFCL has successfully transitioned towards a product-led model, with the share of product revenues rising to 62% in FY26 from 27% in FY21. Export revenues surged to 41.36% in FY26 compared to 12.23% in FY25.
Backward Integration: The company is investing approximately INR 580 crores to establish a preform manufacturing facility with an initial capacity of 300 tons. This initiative is expected to reduce preform costs by 15% to 20% and act as a key margin expansion lever.

Defence Business Expansion: HFCL is acquiring an established aerospace defence business with a confirmed export-oriented order book of approximately INR 1,930 crores. Additionally, the company has been allotted 1,000 acres in Andhra Pradesh to set up an ammunition manufacturing facility.
Financial Performance Highlights

FY26 Annual Performance: Consolidated revenue stood at INR 4,949.27 crores, up from INR 4,064.52 crores in FY25. Profit After Tax (PAT) nearly doubled to INR 329.44 crores compared to INR 173.26 crores in FY25.
Q4 FY26 Performance: The company reported a quarterly revenue of INR 1,824.12 crores. EBITDA for the quarter was INR 336.93 crores, yielding an EBITDA margin of 18.47%. PAT for Q4 stood at INR 184.45 crores with a margin of 10.11%.

Telecom Products Segment: Revenue from Telecom Products contributed to 66% of the total revenue in Q4 FY26.
Segmental Deep Dive & Strategic Shifts

Optical Fiber Cable (OFC) & Capacity Expansion: Current optical fiber capacity of 28 million fiber kilometers is projected to increase to 33.95 million by December 2026. OFC capacity is scaling up from 34 million fiber kilometers to 42.36 million by December 2026. Over 70% of the current cable production is being exported.

Data Center Interconnects: Driven by global hyperscaler demand, HFCL is expanding capacities for data center interconnected solutions. This segment is expected to add INR 400 crores in revenue in FY27 and scale to INR 800 crores in FY28.

EPC Business Turnaround: The EPC segment faced recent profitability pressures due to warranty expenses on an Army network project where no corresponding revenue was received. This will normalize as the project transitions into an Annual Maintenance Contract (AMC) phase, which is expected to yield around INR 170 crores annually.

Corporate Restructuring: A strategic restructuring committee has been formed to evaluate the potential demerger or rationalization of different business units (EPC, Defense, Cable/Telecom) to sharpen execution focus and attract specialized strategic partnerships.

Near-Term Outlook & Management Guidance
Revenue Growth: Management expects a 20% to 25% year-on-year increase in revenue for the current financial year (FY27), driven by capacity expansions and the execution of the robust order book.

Margin Expansion: Supported by a better product mix, higher realization on high-density cables, and the commencement of profitable AMC contracts, blended margins are anticipated to expand by 3% to 4% in FY27.

Capital Expenditure: The projected total CapEx for FY27 is approximately INR 600 crores. This will cover expansions in fiber, OFC, defense, and the preform business. The estimated CapEx for FY28 is projected to be around INR 350 crores.

Defense Segment Ramp-Up: Defense is expected to contribute about 10% to 12% of total revenue in FY27, primarily driven by aerospace and land systems. The defense segment margins are structurally higher, expected to be in the 20% to 25% range.
near 130 a kind of selling may come...

[Subjuju @Subha68216470]

@EquitiesFraise Wishing you a very happy wedding anniversary tomorrow 🎊

[Fraise Financial Services©®™ @Equities_Fraise]

#HFCL assumptions charts..
66 stoploss then 94 and then it must trade above 94 at any cost to hit 144....