Akshay

FIND A WAY OR FADE AWAY.

[Nimblr @Deishma]

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Been stacking scanners + structured market insights for a while now.

Have always been posting highly informative content.
Try my best to share as much as possible.

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[Dharmendra Kalal @Thekalal]

My handle aiming to reach a wider audience through simple and meaningful content. Appreciate the support in helping it grow further 🙏

[Nimblr @Deishma]

ORF indicator is a big guidance

Auto maps targets - rules out the ambiguity
"arrey kitna target rakhna hai."
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There is so much more refinement.
Only when you have it, can you understand it.

[Akshay @akshay__003]

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[Dharmendra Kalal @Thekalal]

Learn Technical Analysis

6 months support after training

Recoding available , those joining before MARCH26 online training via recording also get place in online training in webinar and they will be added in existing support/handholding groups after 10 days of Registration , their 6 moths handholding will start from MARCH only so this is additional ..take benefit

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[Swing_for_short-term @price_action_NS]

Found one solid sector/theme to focus for next few weeks which can move 15-20% .......

There are 2 solid reasons to focus on this sector......

Will share the name of the sector and 2 reasons as well to those who like and repost this tweet .....

#stocks

[Akash Chaudhary @Akash17971]

Transformers and Rectifiers (India) Ltd (TARIL) – Q3 FY26 Concall - Complete Breakdown for Serious Investors 🔥📊📈

If you’re short on time, focus on points 2, 4, 5, 6, 7, 8, 9, and 15 - they capture the core business direction, growth visibility, and risk control.

1⃣ Business Momentum – Clear Inflection Point 🚀
Q3 FY26 marked a strong operational turnaround driven by better execution, higher plant utilisation, and tighter cost control.

Management clearly stated this quarter reflects a return to stride after earlier execution moderation.

2⃣ Order Book, Execution & Visibility (Critical) 📒
Current executable order book (UEOB): ~₹5,500 Cr
Expected closing order book by FY26 end: ~₹8,000 Cr

Management is deliberately limiting the order book to ~18–24 months of execution to avoid price and execution risk.

Order inflow expected to be very strong in Q4, supported by advanced-stage PSU and institutional tenders.

3⃣ Strategic Order Moderation (Important Discipline) 🤔
Fresh order intake was intentionally moderated in H1 FY26.

Reason:
1. Align delivery schedules
2. Improve execution quality
3. Avoid long-duration low-margin orders

Management confirmed this strategy is now paying off in margins and execution confidence.

4⃣ HVDC Breakthrough – Strategic Milestone 📈
Received HVDC repair order from PowerGrid, a first for an Indian-origin company.

This is a qualification gateway for future HVDC manufacturing orders.

After successful commissioning, TARIL expects eligibility for indigenous HVDC technology bids.

📌 Meaningful HVDC order flow expected post FY27.

5⃣ Capacity & Expansion Roadmap 🛣️
Current capacity:
1. Moraiya: ~27,000 MVA
2. Changodar: ~12,000 MVA
3. Odhav: ~1,200 MVA

Upcoming additions:
1. Changodar: +15,000 MVA in Q1 FY27
2. Moraiya: +22,000 MVA in Q2 FY27

📌 Total capacity expected to reach ~75,000 MVA.

Plant utilisation targeted at ~85% by next year, including expansions.

6⃣ Backward Integration – Margin & Control Engine 👏
Six facilities are under execution; civil work started, and equipment ordered.

Timeline:
1. CTC plant: FY27
2. Press Board: Q3 FY27
3. RIP Bushing plant: Q4 FY27
4. Fabrication facility: FY27

Impact:
1. Higher in-house value addition
2. Lower supply-chain dependency
3. Structural margin stability and upside over the medium term

7⃣ RIP Bushing Plant – Supply Chain De-risking ⚡️
Initial capability: up to 245 kV RIP bushings, scaling to 400 kV later.

Target: ~7,000 bushings in first year.

Capacity utilisation expected to reach 60–80% by second year.

📌 Management stated that approvals are not a major hurdle due to the existing transformer credibility.

8⃣ China / Chinese Competition Factor 🌍
Management clarified that even if Chinese players are allowed, manufacturing must happen in India, product and plant approvals take time, and the only existing Chinese manufacturer in India is already fully booked for 16–18 months, hence no near-term impact on TARIL’s business or pricing.

9⃣ Revenue & Margin Guidance 👍
FY26 revenue guidance: ~₹2,600 Cr
EBITDA margin guidance: 16–17%

Medium-term product margin range: 15–16%, with ~200 bps upside from operational excellence and backward integration.

🔟 Long-Term Growth Target 🚀👑
Revenue aspiration: $1 billion (~₹8,000 Cr) by FY28–29

Growth drivers:
1. Transformer demand
2. Capacity expansion
3. Backward integration revenues

📌Management does not see demand constraints for the next 7–10 years.

1⃣1⃣ Working Capital & Balance Sheet 📑
Working capital days improved to ~120–122 days.
Cash deposits with banks: ~₹275 Cr.
The company is currently cash-flow positive.

Target: Net debt free within 18–24 months, primarily via internal accruals.

1⃣2⃣ Pricing Risk Management 💰
Majority orders are protected via price variation clauses.
Commodity volatility risk is mitigated structurally.

📌 Another reason management avoids booking long-duration orders.

1⃣3⃣ Industry & Competitive Landscape 🌆
Indian transformer industry growth: ~15% CAGR.
Global transformer industry growth: ~6.7% CAGR.

📌 Chinese players, even if allowed, must manufacture in India and require lengthy approvals.

Management sees no near-term competitive disruption.

1⃣4⃣ Niche & Emerging Segment Focus 🙌
Management highlighted rising exposure to renewable energy transformers, supported by a dedicated renewable transformer line at Changodar, which will scale meaningfully post expansion.

Alongside this, the company operates in high-entry-barrier furnace transformers, a niche segment with only ~2 qualified vendors due to technical complexity and high failure risk, offering ₹200–300 Cr opportunity with strong credibility and pricing power.

1⃣5⃣ Net Debt-Free Target (Explicit Timeline Reaffirmed) 🤩
Management reaffirmed the net debt-free goal within 18 months.
Emphasis: internal accruals first, not equity dilution.

1⃣6⃣ Key Risks & Caution 🛡️
Supply-chain tightness (CRGO, CTC) is ongoing but managed. Backward integration is critical to ease these constraints.

World Bank-related issue: no debarment, reply submitted, resolution expected in weeks.

📌 Management emphasized governance, transparency, and disclosure discipline.

1⃣7⃣ Governance & Disclosure Discipline (Credibility Booster) 👍
Management highlighted that audited results were declared within 8 days of quarter close, stressing internal discipline and transparency.

📌 This was explicitly mentioned by the MD, not an analyst inference.

📌 Repost this and follow me for more serious concall breakdowns ✅
I’ll keep decoding major and high-quality company concalls on my X handle - clean, factual, and investor-focused 🤝

Disclaimer: This post is a factual summary of management commentary shared during the Q3 FY26 earnings concall. It is not investment advice. Please do your own research before making any investment decisions.

[SWING BLASTER 🥷🕉️🔱 @swing_blaster]

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[Dharmendra Kalal @Thekalal]

Upcoming Batch – Dharmendra Klal https://t.co/06aO6sCkU8

[Price Action Trader @PAVLeader]

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[Dharmendra Kalal @Thekalal]

Don’t judge a #MENTORSHIP program by contents or fees many things are freely available what matters is Guidance.
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