Sekhar_

Let's grow together | None are recommendations

[Sekhar_ @_karasid]

What is somewhat disappointing is that large corporate houses looking at disrupting businesses like paints, cables and toys, while there seems to be relatively less focus on genuine import substitution and building globally competitive manufacturing capabilities.

Competition is

[Sekhar_ @_karasid]

BlackRock remains structurally overweight on India for long-term strategic reasons:

1. Demographics (1 in 5 global workers will be Indian by 2030).

2. Expanding middle-class consumer base and premiumization.

3. Structural efficiency gains driven by tech and regulation.

[Sekhar_ @_karasid]

Not everyone is happy about ESDS being locked in UC.

At least 2–3 guys seem genuinely disappointed and hurt.

[Sekhar_ @_karasid]

Timepass talk on Sunday

1. Supriya Lifescience

FY27 is projected to be a transformative growth year, with management maintaining firm guidance to reach the ₹1,000 crore revenue milestone while targeting normalized EBITDA margins of 33% to 35%.

Despite initial Q1 FY27

[Sekhar_ @_karasid]

Until a couple of weeks ago, cables & wires were needed for electrification, data centers, urbanization, industrialization, infrastructure spending, etc.

Looks like today, we suddenly don’t need as much!

One Ultra new plant disrupted the whole thesis!

At the end of the day,

[Sekhar_ @_karasid]

“GDP chhod dijiye Modi Ji… aapka skincare bata dijiyega” - Mahua Moitra.

Not even for a day can some Opposition leaders resist turning politics into personal trolling.

Criticise the government. Attack the policies. Question the GDP numbers. Challenge the Prime Minister’s

[Sekhar_ @_karasid]

We are gradually moving towards a market where brokers withdrawing MTF (Margin Trading Facility) is hurting the stock price badly.

Over the last couple of quarters, more and more retail investors have been getting attracted to MTF, effectively adding leverage to their

[Sekhar_ @_karasid]

Shilpa Medicare - FY28 and FY29 have several earning triggers!

Oncology: Shilpa's legacy strength Oncology API portfolio has products like Capecitabine, Gemcitabine HCl, Axitinib, Erlotinib HCl and Irinotecan HCl. It has ~30% market share globally in these molecules. Shilpa has

[Sekhar_ @_karasid]

@MyInvestingClub What's your thoughts long term $MKDW

[Sekhar_ @_karasid]

@HiddenCash_Chi ✅done

[Sekhar_ @_karasid]

Karraaa

[Sekhar_ @_karasid]

April 15 1865 karraaa

[Sekhar_ @_karasid]

Hiddencashchi karraaa

[Sekhar_ @_karasid]

Gulfstream V business jet karraaa

[Sekhar_ @_karasid]

Karraaa

[Sekhar_ @_karasid]

.15 seconds karraaa

[Sekhar_ @_karasid]

150,000 karraaa

[Sekhar_ @_karasid]

6’5 karraaa

[Sekhar_ @_karasid]

Morris meat packing karraaa

[Sekhar_ @_karasid]

Deer creek processing karraaa