Binod kumar

I am trader ll Market participant ll Investor.

[Binod kumar @binodkr1990]

@nehafolksinger Are hostel kand wali wo ladka hai

[Binod kumar @binodkr1990]

@rohitTeamBJP Chacha ne to Pel diya

[Binod kumar @binodkr1990]

@CJP_for_India Tu land ukhad lena bhosari ke

[Binod kumar @binodkr1990]

@HansrajMeena @elonmusk अब भारत में Jio की 26,000 सैटेलाइट वाली योजना की खबर ने मुकाबले को और दिलचस्प बना दिया है। 🤡

मित्रों, भारत में अपना कारोबार बढ़ाने के सपने देखने वाले भोसड़ी वाले elonmusk के गांड मे आग लग गया है

बाकी Elon भाई की बिलबिलाहट आप खुद समझदार हैं! 😂

[Binod kumar @binodkr1990]

@cryptowalax Tu madharchod itna kyo uchhal raha hai

[Binod kumar @binodkr1990]

@shivlalpatel18 No

[Binod kumar @binodkr1990]

@elonmusk Dear President Musk,

please let Chinese BYD enter the American market.. why should Tesla have a monopoly ?

your monopoly is justified in the name of national security.. others are condemned as oligarchy.. what a convenient distinction! ..
an oligarch whore is crying 😂

[Binod kumar @binodkr1990]

@Asan_research 😂

[Binod kumar @binodkr1990]

@RajenderPassi1 ❤️

[Concentrated Alpha Investor @multibaggerwala]

This market is purposely killed by our FM AND SEBI.

Just go through the past statements of sebi chief, SBI chief and FM in 2021.

You will realize how they were jealous when all were making money then.

No one was doing FDs in bank and that was hurting them.

So they hiked LTCG, STCG bought restrictions on FNO trading,killed the liquidity,etc.

They tried everything to destroy the markets.

[Binod kumar @binodkr1990]

@ShridhantS 😂

[Binod kumar @binodkr1990]

@ShridhantS BULK DEAL ALERT:🚨

Marine Electrical

SBI FUNDS

Bought 11,55,413 shares @ Rs.394.79

[Binod kumar @binodkr1990]

@RajenderPassi1 Positive news

[Pradeep @pkgupta001]

⚡ #VivianaPowerTech | Order Book Update
L1 bidder for a ₹139.49 Cr Order.
📌Total order book: ₹1,850+ Cr.
Strong order pipeline across power & energy storage projects.

📌 Disc: No Reco only info. DYOR.
Whatsapp Community: https://t.co/Er9pnmT4h7

[STR @sachprat07]

#Viviana #VivianaPowerTech

Viviana Power Tech Q1 FY27 Concall Highlights:

👉 FY27 & Future Outlook:
▫️ Q1 FY27 start:
💠Revenue from operations ₹71.86 Cr (+246% YoY from ₹20.78 Cr), EBITDA ₹11.56 Cr (+232%), PAT ₹6.93 Cr (+232%); EPS ₹6.85; healthy margins (EBITDA 16.08%, PAT 9.65%).
💠 FY27E revenue target: ₹875–910 Cr with (EBITDA margin ~14–16%, PAT margin ~8.5–10%).

▫️ Long-term (FY30): Build ₹2,000–2,200 Cr revenue platform with ₹200+ Cr PAT
💠Power equipment PAT target ₹100 Cr by FY32; overall collateral benefit ₹100+ Cr by FY30)

▫️ Strategic disinvestment (Board approved):
💠Entire shareholding – 90% in Viviana Life Spaces Pvt. Ltd. and 75% in Aarsh Transformers Pvt. Ltd. – subject to definitive agreements, regulatory approvals & closing conditions. Both will cease to be subsidiaries.
💠 Rationale: Businesses have scaled to stage requiring dedicated management focus, independent capital allocation & tailored growth strategies.
💠Proactive move (not driven by financial stress) to create focused entities, streamline portfolio, simplify structure, optimize capital, improve efficiency/accountability, enhance transparency, reduce conglomerate discount & unlock long-term shareholder value.
💠 Post-deal: Viviana Power Tech remains a pure-play focused power & energy platform. Transformer manufacturing expansion stays a core growth initiative (integrated within the company for operational control & synergies). No impact on order execution, customer commitments, growth outlook, working-capital rationale or hard-collateral strategy for EPC

💠 Five strategic priorities:
(1) Reinforce leadership in power T&D EPC
(2) Expand power equipment manufacturing
(3) Capture RE integration, BESS & next-gen infra (incl. data centers)
(4) Geographic footprint expansion with execution excellence

▫️ Transformer manufacturing: Steady progress on state-of-the-art facilities in Gujarat (14-acre greenfield in Vadodara district for 220 kV class, expandable to 400 kV).
💠Phase-1 capability up to 20 MVA by end-FY27; next FY develop 132 kV / 60 MVA; then scale to 220/400 kV.
💠Solar inverter-duty (500 kVA–20 MVA) & BESS-specific designs; up to 200 MVA output; dedicated 400 kV testing facility & in-house HV lab.

▫️Phase-1 greenfield capex ~₹90 Cr (₹3.5–4 Cr spent so far; ~₹10 Cr planned in FY27; major spend next year). Leased unit for up to 20 MVA (IDT/BESS/data-center transformers) inaugurating by end of this month.
💠By FY30 transformers expected to contribute ₹400–500 Cr of total revenue.

💠 Margins: Maintain current profitability levels for next 4–5 years even as larger bids are pursued; annual PAT margin guidance ~9–9.5%.

💠 Industry tailwinds intact: Rising electricity demand, RE integration, transmission/distribution network expansion & grid modernization. India’s transmission capex ~₹9.2 Tn (FY25–32E).

👉 Current order book / projects and future pipeline:
▫️ Order book: ₹1,312.53 Cr (EPC >₹800 Cr; combined with DISCOMs >₹1,300 Cr).
💠Unexecuted + L1 position ~₹840 Cr.
💠 Pipeline: >₹1,400 Cr bids under evaluation (technical/commercial); >₹2,600 Cr actively participating (primarily Gujarat & Haryana; also Rajasthan, Bihar, Uttarakhand etc.). Expecting considerable inflows; internal expectations higher than conservative ₹500–600 Cr addition by FY27-end.

▫️ BESS: ~₹500 Cr order book. Projects underway (Gujarat – awaiting NTP from GUVNL for battery energy storage park with another developer; Rajasthan – land acquired, further approvals pending).

▫️ Execution history: Started with ₹21 Lakh first order (2014); now single-largest bidding capacity >₹120 Cr.
💠Vision to participate in TBCB & large-scale bids of ₹1,000–2,000 Cr within a couple of years while maintaining margins.
💠 Selective bidding approach focused on sustainable margins & healthy cash flows. Projects mainly central-government funded; multi-state execution track record (10+ states).
💠 Geographic presence: Focus currently on Gujarat (eligible bids >₹6,000 Cr this quarter); expanding footprint while upholding quality & delivery standards.

👉 Q&A discussed during the session:

▫️ Larger orders & margins: Management confident of maintaining current profitability for next 4–5 years even on bigger large bids.

▫️ Institutional recognition: Post main-board listing (2 June 2026), meetings initiated with domestic mutual funds, PMS houses & family offices.
💠Focus remains consistent execution, governance & long-term strategy rather than short-term interactions; any institutional deal to be announced.

▫️ Capital raising / dilution:
💠Developments ongoing (including potential promoter-group investment); any plans (QIP etc.) will be disclosed when finalized.
💠No immediate dilution indicated.

▫️ Working capital & liquidity: Comfortable with existing limits to support ~₹900 Cr FY27 revenue target. NCD facility arranged proactively as contingency during bank working-capital enhancement delays (Dec–Jan discussions).

▫️ Collateral post-disinvestment: Status quo maintained; expect ~₹100 Cr hard collateral from Viviana Life Spaces by 2030 to support bank facilities for the EPC business.

▫️ Transformer timeline: Leased 20 MVA facility inaugurating end-month; greenfield land identified & construction to begin soon.

▫️ Disinvestment proceeds: Will flow to Viviana Power Tech (valuation ongoing; exact amount not disclosed).

▫️ BESS growth: High industry potential; company already has two backed projects

[Binod kumar @binodkr1990]

@microcp2mltibgr Mera 6 % down

[Binod kumar @binodkr1990]

@microcp2mltibgr 😂

[Mayank Kapur @MayankKapur16]

Viviana Power 🔥🔥

Revenue up 156%
Margins down (Gross Margin YoY) but management has always guided for 10% PAT margins
And PAT margins are at 10%✅
PAT up by 150%🔥🔥

Also, H2 last year was 42Cr:
- Out of whixh Q3 was 14Cr only
- ⁠Q3 made 33% Revenues

H2 target of this year is 110Cr out of which Q3 is 36Cr which is 33% again

I think it’s the business model that works like this

Trading at 50PE now

On target only🙌

[Binod kumar @binodkr1990]

@Deishma

[Binod kumar @binodkr1990]

@BJP4India अब तक कहां थे ज्ञानी बाबा