Bharat sisodiya

laadlee art jewellery

[Intrinsic Compounding @soicfinance]

Covers each and every CDMO name in depth + The risks involved in the sector!

About a month old video about the value chain.

https://t.co/dvJdMXGPy0

[Ameya @Finstor85]

Very candid discussion. Someone working as a chief AI scientist in one of the big wealth tech companies of the world told me that he thinks there will either be riots or universal basic income. What should we teach our kids to enable them?

https://t.co/sbwPwTKj8N

[Antifragile Thinking @unseenvalue]

All these stocks are poised to continue their outperformance even from here. Evidence-based conviction.

Read this verbatim ... slowly ... without distraction. Free subscribers can read it. No paywall.

https://t.co/IXzrsOguVz

[Antifragile Thinking @unseenvalue]

The Almanack of Naval Ravikant is a goldmine.

I recorded a 10-minute companion audio to share a few ideas that stayed with me long after I finished reading it.

It's completely free. No paywall.

Just an expression of gratitude for a remarkable book.

Link below 👇

https://t.co/cnL97Rduhu

[Ajit Doval ᴾᵃʳᵒᵈʸ🇮🇳 @IAjitDoval_IND]

I Support Narendra Modi

Repost if you do.

[Antifragile Thinking @unseenvalue]

#AnthemBio 3Q FY26

https://t.co/8qLRA0KPdZ

[Ajay Joshi Chemicals @JoshiEien]

New video out on EU-India FTA for Chemicals- key winners!

https://t.co/L7awOiMEQK

[Sekhar @LearningEleven]

Aequs - Operates in 2 Business segments - Aerospace & Consumer. 90% Exports and 10% Domestic.

The Bright Picture - Aerospace

Revenue share - 86%
Key Customers - Airbus, Boeing, Safran, Collins Aerospace, SAAB, GKN Aero, Honeywell, Eaton, Mubea, Bombardier
Product Range - 5,221 Products (SKUs) in aerospace segment
Product Segments - Structures (4093), Interiors & Cargo (670), Landing Systems (124), Actuation Systems (79), Engine Systems (39), Turnings (17) and Assemblies (4)
Airbus - A220, A320, A330 and A350
Boeing - B737, B767, B777 and B787
EBITDA Margins - 14.24% (FY23) --> 23.04% (FY24) --> 19.38% (FY25) --> 24.30% (9MFY26)
9MFY26 - Revenue - INR 2,685 Mn
Capacity Utilization - 64%
Aerospace Order Book - USD 814 Mn v( ~6900 Cr)
9M Revenue Growth - 26%
9M EBITDA Growth - 62%

The Dull Picture - Consumer

Revenue share - 14%
Key Customers - Tramontina, Hasbro, Spin Master and Wonder Chef
Product Segments - Consumer Electronics, Plastics (Toys and Figurines), Consumer Durables (Non-stick Cookware)
Capacity Utilization - 31%
9M Revenue Growth - 39%
9M EBITDA Growth - (9%)
Added new customer - Metal
PLI approval in place

The Pain - Consumer Segment
Q2FY26 revenue - INR 224 Mn, EBITDA - INR (95) Mn
Q3FY26 revenue - INR 577 Mn, EBITDA - INR (159) Mn

Million $ question - Why Aequs entered the consumer segment?

Management explained that Aequs entered the consumer segment around 2016–17 as a natural adjacency to aerospace. The initial entry point, toys, had similar compliance and regulatory rigor, and global customers actively preferred manufacturers with an aerospace-quality background. This allowed Aequs to scale a new vertical without diluting aerospace focus, while leveraging its high-precision engineering capabilities.

Over time, these learnings were extended to consumer electronics, a much larger market, where aerospace-honed capabilities could be deployed at far higher volumes. In essence, what took 15 years to build in aerospace can be scaled within a few years in consumer, making the segment both complementary and growth-accelerative for the company.

Why margins got impacted in Consumer side?

Management clarified that the Q3 margin pressure in the consumer segment is a result of being in an early investment and ramp-up phase, particularly in consumer electronics.

Over the last 24 months, Aequs has made significant upfront capacity investments, most of which have only recently come online.

With current utilization at ~35%, EBITDA appears temporarily depressed. However, utilization is expected to improve sequentially, leading to operating leverage and margin recovery.

Management emphasized that consumer electronics at Aequs is a demand-led, capacity-built business, not an order-book–driven one.

Capacity is created in partnership with customers based on their demand projections, and the entire installed capacity is already committed.

As a result, demand visibility is not a concern; revenue growth will primarily track the pace of operational ramp-up and utilization.

As utilization improves quarter by quarter, revenues are expected to ramp meaningfully, driving operating leverage and margin normalization

[Antifragile Thinking @unseenvalue]

This Oct 2022 charity event showcased the entire CDMO space. We ensured the direct bank transfer of every penny to the registered charity. I did not take a single penny.

Timestamps as follows:

#Hikal - 50:00
#Pharmova - 1:07:30
#pplpharma - 1:18:20

https://t.co/E4pFXO26NE

[Ajay Joshi Chemicals @JoshiEien]

New video on Acutaas Chemicals:

https://t.co/6zCnDYoP2O

[Glenn @Tradr_G]

1st time I have seen this video!!

It really is the only trading video needed out of the million trading videos out there. If you can do this 100% of the time you will beat 99% of the traders.

Tim @timothysykes goes on for 19 minutes repeating the one rule needed. I loaded up the headphones and listened to the whole thing during my walk. He must of said it 1000 times or more! Each time in a different expression and tone and with humor.

I recommend watching the entire video and ingrain into you head!!

"Cut Losses Quickly"

"Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly" "Cut Losses Quickly"

https://t.co/PV7oWbahnI

[Antifragile Thinking @unseenvalue]

Good news! I’ve removed the paywall from 'Chemicals: Not America First (Part 1)'.
Charlie Munger features in this passionate presentation, and it could truly help students and young investors.

https://t.co/a49ilsXdt9

[Antifragile Thinking @unseenvalue]

If you know health insurance inside out, you can completely shake up the game.

Narayana Health 23:00 👇

https://t.co/0s6st8qrrO

[Rohit Tomar @FinanceBrewRT]

Great podcast, @AdityaKhemka5.

Been following you for the last 8 years and learned a lot about the Pharma sector directly from you and @unseenvalue.

Thank you for consistently sharing your knowledge with young investors like us.

It has genuinely shaped the way I think and invest today.

https://t.co/qpv3ad7taN

[Aditya Khemka @AdityaKhemka5]

Great podcast with @financewsharan @OnepercentClub5

Sharan is not only a great orator but a lovely human being. Was really nice speaking to him.

https://t.co/JXXCreBUUu

[Dr Prashant Mishra @drprashantmish6]

@Abhishek_Pal94 Kya inka kuch contact number mil sakta hai ?

[Kundan Prajapati @ScholarTrading]

🚨Hiring Alert🚨

We are looking for a skilled video editor for a long-term partnership to handle content for our trading brand and agency page. We need someone who understands the high-paced nature of financial content and can make it visually engaging.

What we are looking for:

Primary Focus: High-retention Reels/Shorts (Trading niche).

Secondary Focus: Potential for long-form content down the line.

Skills:

Proficiency in Motion Graphics (Clean animations to explain charts/concepts).

Color Grading (Must be able to maintain a consistent, professional look).

Experience with Trading Content: You should understand the context of the footage (charts, candles, etc.) to edit effectively.

Salary:- Around INR15k to 20k/month location- India(remote)

Please DM me your portfolio. Specifically, link to any trading or finance-related reels you have edited previously.

Looking forward to seeing your work!

[Kundan Prajapati @ScholarTrading]

When I picked up a Swiggy delivery bag on the first day, it was so heavy that my eyes filled with tears. A boy who used to get 8-10k rupees as pocket money in Class 10 had to work as a delivery boy during graduation just to earn the same amount.

Those days were extremely difficult. I cried many times while delivering orders. In winters my teeth used to shiver, in the rains I delivered even with fever, and I survived the harsh Delhi heat as well.

For eight years, I never spoke publicly about this journey because I never wanted sympathy or a zero to hero story. I was waiting for the right time.
I always wanted people to connect with my work, not with my struggle. And when people finally connected with my work, after eight years, I shared my journey for the first time on @JoshTalksLive

Those two years taught me the real value of money. They taught me how to stay grounded, how to respect everyone, how to keep ego aside, and how every human being is equal. I learned that people should never be judged by money.

@upstox was my first broker when I started trading. At that time, I never imagined that one day the same broker would shoot a documentary on my life. But it happened last year. During the shoot, I genuinely felt that I had not done anything extraordinary yet, and still so many good things were happening. It felt magical. It was the best day of my professional life.

That day, I missed my father deeply and I cried on the set. Whatever I am today is because of him.

The journey is still long. But one thing I want to tell you is this. Survival and growth both have to happen together. No matter how bad the situation is, your mindset has to remain strong. Do not run behind shortcuts. Work hard, but work with honesty.

When you do your work honestly, the world may think it looks easy, but that ease comes from years of discipline, sacrifice, and integrity. One day, the same world will stand up and salute you.

Thank you to everyone who believed in me and supported me through all these tough years.

https://t.co/gKNsZcu4J8

[Vivek @Vivek_Investor]

He has been sharing investment insights through his interviews and presentations. Unbelievable he is no more today. One of the best value investors in India.

Bookmark this video for your weekend watch.

https://t.co/IRRVqC7sBy

[Sekhar @LearningEleven]

On this Vaikuntha Ekadashi, I have started my journey on Substack! My first post is about my highest conviction idea!

Hope it adds value!

Laurus Isn’t Expanding the Present. It’s Engineering the Future. The Real Laurus Story Is What Comes After FY26.

https://t.co/DLXYzJDo1b