400 followers today! 🙌
A small milestone, but one I'm genuinely grateful for.
The journey has been getting faster:
📈 35 → 100: 3 weeks
📈 100 → 300: 2 weeks
📈 300 → 400: 2 weeks
A huge thank you to everyone who's followed, liked, commented, challenged my views, and shared my posts.
Special thanks to @BaluGorade @RamTeluguTrader @vini546@rutu609@TejaswiPalam@Saurabh_TyagiX@Gopal_Chitlangi@Naeem1756318@Sachan8574@nair_sangita@bc_lbngr@kiranK1850489@RasaYogaCafe@tweeeter2025 for your encouragement, support, and for engaging with my content early on. Your interactions played a big role in keeping me motivated.
Now, onto the next milestone—500! 🚀
#StockMarket #Investing #EquityResearch #Finance #Gratitude
@MCMalkajgiri@ZC_LBNagar
💧 Every drop counts!
On the occasion of National Immunization Day (28 June 2026), let's ensure that every child below 5 years receives the life-saving Polio vaccine.
Visit your nearest Polio Booth and help build a Polio-Free India.
Best Regards
DC 13
🚫 Say NO to Drugs. Choose Life.
Drugs destroy lives,families,health, and dreams. Every positive choice today builds a brighter tomorrow
🏃 Choose Sports
📚 Choose Education
🤝 Choose Good Company
💚 Choose a Healthy Lifestyle
Together, let's build a drug-free stronger Malkajgiri
⚡ $ATHERENERG — Two years ago, “profitable Indian EV company” sounded like an oxymoron.
Ather just got within ₹2.5 crore of proving it isn't.
Meanwhile its biggest rival went from market leader to also-ran.
🔍 What do they actually do?
Ather Energy designs and manufactures premium electric scooters in India — built ground-up, not assembled from imported kits. Founded in 2013 by two IIT-Madras grads, Ather was the first to launch a true smart electric scooter in India (2018) and the first to build its own fast-charging network, Ather Grid.
Two product lines today: the performance-focused 450 series, and Rizta — a family scooter launched in 2024 that changed the company's trajectory entirely.
Think of Ather as the company that proved Indian EVs don't have to mean compromise — premium build, in-house software (Atherstack), genuine R&D moat (52 patents, 271 design registrations).
📊 FY26 numbers — standalone:
📈 Revenue: ₹2,255 Cr → ₹3,672 Cr (+62.8% YoY) | Total income: ₹3,823 Cr (+66%)
📉 Net loss: ₹812 Cr → ₹517 Cr (36% narrower)
💪 EBITDA loss: ₹531 Cr → ₹257 Cr | Margin improved from (23%) to (6.7%) — a ~1,630 bps swing in ONE year
🎯 Q4 FY26 EBITDA margin: (2.5%) — within striking distance of breakeven
💵 Operating cash flow turned POSITIVE: +₹32 Cr (from −₹721 Cr in FY25)
🚗 FY26 unit sales: 2,39,178 (+82.3% YoY) — #3 in India's e-scooter market
✅ Production cost per scooter: down 9% YoY
🏗️ Rizta: crossed 3 lakh units in 2 years; now 76% of total sales
🌐 Market share in 'middle India' (Maharashtra, Gujarat, MP, Odisha): 4.1% → 17.3% in just 5 quarters
🏪 Experience centres: 351 → 700 (doubled in a year)
While this was happening, Ola Electric — the former #1 — collapsed to under 6% market share on service and quality complaints. TVS and Bajaj now lead, but Ather is the only pure-EV startup still gaining share against them.
⚠️ What you must know before acting on this:
→ Still loss-making. ₹517 Cr net loss in FY26. Path to PAT breakeven is not yet visible, only EBITDA breakeven
→ Rizta concentration risk: 76% of sales from ONE model. Any demand shift or competitive response (TVS iQube, Bajaj Chetak both gaining volume too) hits hard
→ Valuation is priced for a successful outcome, not a current one: P/B ~14.7×, EV/Sales ~9.9×, on a company still burning cash
→ Board approved exploring fresh capital raise (NCDs/warrants/equity) on June 12, 2026 — signals continued capital intensity for Factory 3.0 in Maharashtra (targeting 1.42 million unit capacity)
→ Promoter holding: 40.8% — founders Tarun Mehta & Swapnil Jain hold ~6.6% each; Hero MotoCorp is the largest single shareholder at ~31%, not the founders
→ Stock has already run 200%+ from its IPO price of ₹321 (May 2025) to ~₹1,000 today — a lot of the turnaround is already priced in
→ EV two-wheeler segment overall: incumbents (TVS, Bajaj, Hero) now control 60% of the market, up from 34% in 2023 — the startup-led disruption phase may be ending
India's electric two-wheeler market crossed 1.28 million units in 2025 and is still growing as GST 2.0 rate cuts and falling battery costs improve unit economics across the industry. Ather has proven it can build a premium brand, gain share, and walk the path toward profitability — something most EV startups globally have struggled to do.
The execution story is genuinely impressive. The question is whether ₹1,000 already reflects that, or still leaves room to run.
Not SEBI registered. Not advice. DYOR.
Join my telegram community for more such discussions: https://t.co/4ZvVV8ZvKR
#ATHERENERG #AtherEnergy #ElectricVehicles #EV #MakeInIndia #E2W #EquityResearch #CleanMobility
@MCMalkajgiri@ZC_LBNagar 💐🙏
Appreciated the hotel owner at CM Road, LB Nagar Circle-13, for adopting the eco-friendly practice of serving food on banana leaves. Such sustainable initiatives help reduce plastic usage and promote environmental conservation🌿🍃
Regards,
DC 13
@MCMalkajgiri Sir, Waterlogging Inspection at LBNagar C13 with @ZC_LBNagar sir, Hydraa & the dedicated Engineering team.
Thorough checks conducted to ensure zero waterlogging and smooth monsoon readiness.
Best Regards,
DC 13, LBNAGAR,
MMC
Deputy Commissioner, Saroornagar Circle-12, conducted an inspection of the water stagnation point at LB Nagar Chowrastha (Pillar No. 3) along with the MET Team and Traffic Police.
The field visit focused on assessing ground conditions, monitoring waterlogging-prone locations, and ensuring timely preventive measures for smooth traffic flow and public convenience during the monsoon season.
#MonsoonPreparedness #LBNagar #Saroornagar #Waterlogging #TrafficManagement #PublicSafety #MMC
PGEL hovering near key level
Observing PGEL's sideways trend, EMA20 at ₹480.79 is acting as a support zone. RSI(14) at 48.9 indicates neutral bias. MACD Hist is positive at 1.86. Watching the ₹480.68 support area and ₹549.75 resistance zone.
#PGEL#NSEIndia#StockMarket #TechnicalAnalysis
Join my community: https://t.co/4ZvVV8ZvKR
Everyone is busy tracking AI, EVs and the next hot tech story.
Meanwhile, India's plywood industry is quietly minting wealth.
Behind every new home, office, hotel and furniture showroom lies a battle for market share worth thousands of crores.
Not flashy. Not trending.
Just strong brands, rising housing demand, and compounding growth. 🏠📈
The biggest winners aren't always the loudest.
#StockMarketIndia #IndianStocks #Investing #WealthCreation #HousingBoom #Plywood #BuildingMaterials #LongTermInvesting #HiddenGems #Compounding