Reason Behind this Uptrend -
The 11% import duty on cotton has been suspended till Oct'26. US tariffs have also dropped from 50% to 10%, improving order visibility. The US bedding business is turning EBITDA positive from Q1 FY27. That's likely why the market is reacting.
#ICIL
Aether Industries Catalyst watch -
Mgmt flagged a new semiconductor "electronic chemicals" opp at Site 5 (Japan/S.Korea/Taiwan clients). Early stage, just Phase 1 at 400T โ seen tripling by 2030.
Site 5 also ramping: new orders in hand, commercial prod started June '26.
#AETHER
No FY27 revenue guidance this time, but management's tone was upbeat on growth.
Margins holding steady โ EBITDA 29-30%, PAT 19-20%.
Site 4 & Site 3++ ramping up, Site 5 Phase 1 will be the real growth trigger. WC target at 160 days, debt likely to go up โน200-250 Cr.
TRENT is up 50% from its recent lows. Management is targeting 10x revenue from the FY23 base, with 2.5x already achieved and 4x still to go. The company plans to add 50 Westside and 200โ250 Zudio stores every year, along with expanding brands like Samoh and Burnt Toast.
#TRENT
Paisalo failed to sustain above the upper trendline but took support at the lower trendline. Tomorrow's candle will be crucial. Let's see what happens next.
#paisalo