"Baap bada na bhaiya, Sabse bada rupaiya"
Mukesh Khana - Famously known as Shaktimaan made 10+ Video against Samay Raina when Police filed FIR against him.
He called him dog and person who makes vulgar content.
He wanted them arrested for lifetime.
Today, he has collaborated with same Samay Raina for a Mobile brand because he was paid handsome amount of money!!
In videos he talks about nationalism, culture and Patriotism.
First Sunil Pal and Now Mukesh Khana both sold themselves for money!!
Cables & Wires anyone ?
It’s a multi year theme. Read all you can about it, build your conviction, and act accordingly
My article below is a great place to start!
#StockMarket#investing
exicom
feb rating points and now recent concall : EXICOM
dont take any financial decission based on my post
dont come and ask me anything
if you can give input always welcome
company is having red yellow green all flags..just like any other companies in india
shared for my future reference
🚀 NRB Bearings Ltd Expands Capacity & Strengthens Financials – Key Takeaways 💼🔧 | MCap 4,215.65 Cr
- NRB aggressively expanding capacity across auto (EV-agnostic), industrial scaling, and global expansion.
- Industrial segment aims to grow to 25% of revenue by 2031 (currently 12-14%).
- FY26 revenue rose by 11%, with a 19.5% EBITDA margin.
- Promoter pledged shares reduced from 31.64% to 11.42%.
- Institutional investors include Arohi Capital, PGIM, Alchemy, and Arcadian.
- International sales account for 20-25% of revenue, supported by 'Make in USA' strategy.
- Strong R&D capabilities and partnerships bolster NRB’s global presence.
- Recognized as a 'Great Place to Work,' with 30% of management under age 35.
Disc: Information provided in above tweet can be inaccurate, verify through the source i.e. attached image(s) & in reply before making any investment decision.
Meet Bharat Shah
> Worked under Harshad Mehta
> Rs. 45,000 Crore fund manager
> Has read 10,000+ books
> 40 years of Investing wisdom
Save it for later 🔖
"50% growth guidance" sounds exciting.
But is it achievable?
Sadhan analyzed 36 companies, categorized them by management guidance, and discussed which growth stories look credible—and which ones deserve extra scrutiny.
Because in investing, the best opportunities often come from understanding the quality of growth, not just the quantity.
Interesting slide from TIPSMUSIC
Public Performance Rights (PPR) could become a major growth driver for the music industry over the next few years.
With industry revenues expected to grow at ~40-50% CAGR and stronger enforcement of IP rights, music labels stand to benefit from better monetisation of their content libraries and projected at ₹2,500–3,000 cr industry-wide over five years.
DISC: No reco to buy or sell.
Concall pointers from the concall held on 4th June 2026
#Q4FY26
Knowledge Marine(#KMEW)
Tembo Global(#Tembo)
Blue Cloud Softtech (#BlueClouds)
Knowledge Marine Engineering
#KMEW
30-35% revenue guidance for FY27 and FY28
1400+cr orderbook with 2000+cr pipeline
OPM to be between 35-40%
400-500cr capex for FY27
Exports to Europe from H2FY27
Tembo Global
#TemboGlobal
#Tembo
FY27 guidance:
30-40% revenue growth with revenues projected to reach 1600cr
10-12% PAT margins
5-10% revenue to come from Defence segment in H2 with 30-35% margins
Solar projects revenue to start from Q2/Q3FY27
Vision to do 20,000cr rev in FY30
Blue Cloud Softtech
#BlueCloudSofttech
#BlueCloudS
Crossed 1000cr revenue for first time in FY26
FY27 guidance:
3000cr revenue including both organic and inorganic
25-30% CAGR post FY27
18-20% OPM is sustainable going forward
All eyes on execution now
Big guidance
KMEW has a good track record of delivering as per guidance
Tembo:
Should track balance sheet and cash flow statements continuously