Chandan Kumar

An Indian with a dream of corruption free INDIA. Hum sab Ka Bharat.Tweets are not endorsement

[Congress @INCIndia]

2004 में जब डॉ. मनमोहन सिंह जी प्रधानमंत्री बने और सोनिया गांधी जी UPA की चेयरपर्सन बनीं, तब उन्होंने मिडिल क्लास पर टैक्स का बोझ कम किया।

शेयर मार्केट में जो Middle Class पैसा लगाता था, जिससे उसे लॉन्ग टर्म कैपिटल गेन होता था, UPA सरकार ने उस पर टैक्स को शून्य कर दिया था।

उस समय केवल एक बार लगने वाला एसटीटी (Securities Transaction Tax - STT) लागू किया गया था।

लेकिन जब BJP की सरकार आई, तो उन्होंने डबल टैक्स लागू कर दिया।

अब हालात ये हैं कि आप शेयर खरीदें तो STT टैक्स दें, फिर उसे 6 महीने, 10 महीने या 12 महीने में बेचते हैं, तो आपको शॉर्ट टर्म कैपिटल गेन (STCG) पर 20% टैक्स देना पड़ता है।

शेयर मार्केट में जिस लॉन्ग टर्म कैपिटल गेन पर कांग्रेस ने टैक्स शून्य किया था, उसे मोदी सरकार ने बढ़ाकर 12.5% कर दिया है।

मोदी सरकार का फंडा है- Middle Class किसी भी तरह से थोड़ा बहुत पैसा कमाए, तो उससे टैक्स के जरिए पैसे ऐंठ लो और अपने उद्योगपति दोस्तों को मालामाल कर दो।

: @shaktisinhgohil जी

📍 दिल्ली

[Amock @Politicx2029]

Gandhi is trending again.

Decades after his death, his name still carries enough power to shake the internet.

That is called a legacy🔥🔥

#GandhiJayanti

[Zen Technologies @ZenTechnologies]

𝐈𝐧 𝐝𝐞𝐟𝐞𝐧𝐜𝐞, 𝐨𝐰𝐧𝐢𝐧𝐠 𝐭𝐡𝐞 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐚𝐬 𝐨𝐰𝐧𝐢𝐧𝐠 𝐭𝐡𝐞 𝐜𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐲.

At DefCon 2026, 𝐀𝐬𝐡𝐨𝐤 𝐀𝐭𝐥𝐮𝐫𝐢, 𝐂𝐌𝐃, 𝐙𝐞𝐧 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬, shares why true indigenous defence must go beyond manufacturing to 𝐝𝐞𝐬𝐢𝐠𝐧, 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 𝐨𝐟 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲.

Zen’s journey from simulators to integrated Anti-Drone Systems (soft-kill and hard-kill), he discusses how warfare is evolving and why technology must keep pace with threats that change in months, not decades.

Watch the full conversation with Shubhangi Sharma. | Courtesy: @CNNnews18

#DefCon2026 #AshokAtluri #ZenTechnologies #DefenceTechnology #CounterDrone #CounterUAS #IDDM #IndianDefence #DefenceInnovation

[Triple Arrow Capital @Triplearrowcap]

Read almost 50 young recent micro-cap IPO’s as first level of screening and segregated the ones showing immense potential.

Will start initiating coverage on few which gives exceptional opportunities

First level screening: Financials
Second level screening: Business model deep dive

Let’s see how many make the Final Cut.

-Marc Technocrats
-Tipco engineering
-Teamtech Formwork
-Hexagon Nutrition
-Anondita Medicare
-Vivid electromech
-Avana electrosystem
-Pooja precision
-Anawil wire
-Dhaval packaging
-Pramodini Medicare
-Millworks Technologies
-MV electrosystems
-Hytech engineers
-Q-Line biotech
-Devson Catalyst
-Advait jewels
-Clay craft India
-Horizon reclaim
-Susan Electrical’s
-Vidya Wires

To know more about how we operate, Visit our website: https://t.co/ya01URXdoB

#sme #ipoalert #multibagger

[Elon Musk @elonmusk]

Any censorship required by governments is now clearly visible

[Sachin Mishra @SSachinKMishra]

KAYNES TECHNOLOGY — Revenue +40%, but PAT fell ~24%. So why am I still interested? 🧵

Q1 FY27 deserves a deeper look than the headline numbers.

📊 Q1 FY27 Revenue: ₹946 Cr | +40% YoY
EBITDA: ₹148 Cr | +31%
EBITDA Margin: 15.6%
PAT: ₹56 Cr | ~-24% YoY
Order Book: ~₹8,904 Cr

PAT weakness matters. Raw-material costs increased sharply, depreciation jumped as new capacity came online, and capital efficiency weakened.

But the bigger thesis is changing.

Kaynes is trying to evolve from an EMS company into an integrated electronics manufacturing ecosystem:

EMS → Box Build → Product Engineering → Smart Metering → PCB/HDI → Semiconductor OSAT

Its manufacturing footprint now includes 18 facilities, while Kaynes Semicon provides OSAT capability and Kaynes Circuits is building backward integration into bare PCBs.

The opportunity is significant, but this is now an execution story.

⚠️ I’m closely tracking 163 working-capital days, ROCE at 11.6%, margin recovery, OSAT/PCB ramp-up and conversion of the ₹8,904 Cr order book into cash flows.

The next phase of Kaynes won't be judged only by revenue growth.

It will be judged by whether massive investments in semiconductors + PCB + electronics manufacturing translate into PAT, cash flow and improving ROCE.

📚 Detailed notes attached 👇

Study purpose only. Not a buy/sell recommendation.

[Jitendra K Biswal @VoiceOfDisabled]

How effortlessly they've managed to provide a beautiful, well‑designed ramp for the President, though she could have easily managed without it.

But why the same Railways fail to provide even a basic ramp for wheelchair users like us, so we too can board and travel with dignity?

[Rajeev Desai @rajuidesai]

She destroyed the Indian critics in just 5 minutes with facts and figures. 😊
From Shankar Sharma to all handles here who are cursing LTCG, STT.... She says, u all are dismissive!!
Bravo to that lady!!👍

[Lets Grow Together @Priya9208]

Transformer player starts FY27 with strong momentum ⚡

📌 FY26-end Order Book: ₹5,005 Cr
📌 New Orders in FY27 (till May): ₹553.26 Cr
📌 Indicative Order Book: ₹5,558 Cr+
Recent wins:
✅ ₹150 Cr export order (PDC AK LPIV, USA)
✅ ₹175 Cr order from Bhanwariya Infra (RRVPNL projects)
✅ ₹228 Cr order from GETCO
Management Guidance:
🔹 FY27 Revenue: ~₹3,250 Cr
🔹 Growth: 35–40% YoY

Capacity Expansion:
🏭 Changodar commissioning expected by Q2 FY27
🏭 Target ~80% utilization by Q3 FY27
🏭 Moraiya expansion planned around Q3 FY27
Strong order inflow + capacity expansion + healthy growth guidance = solid visibility for the next few years.
#StockMarket #SmallCap #PowerSector #Transformers #Capex #Manufacturing #IndiaGrowth

[Lets Grow Together @Priya9208]

This manufacturing company is printing software-like margins. 🤯

⚙️ Balu Forge

• Revenue: ₹1,107 Cr (+20%)
• EBITDA Margin: 26.2%
• PAT Margin: 23.2%
• 100,000 MTPA forging capacity
• Global OEM supplier
And here's the kicker👇
🛡️ Defence + Aerospace + Railways contribute ~50% of the order book.
Management is talking about:
✅ NATO supply chain
✅ Ammunition components
✅ Defence engineering products
A traditional forging company evolving into a precision engineering powerhouse.

Worth tracking closely. 🚀

#BaluForge #Stocks #Defenc

[Lets Grow Together @Priya9208]

🚗 Tata Motors Passenger Vehicles reports a strong May 2026 performance!

📈 Total sales: 59,790 units (+42% YoY)
⚡ EV sales: 10,517 units (+85% YoY) – new monthly high
🏆 Maintains #2 position in PV market
📊 VAHAN registrations up 50%+ YoY
Strong momentum in both passenger vehicles and EVs continues. #TataMotors #EV #ElectricVehicles #AutoSector #PassengerVehicles #IndiaEV #StockMarketIndia

[Lets Grow Together @Priya9208]

🏭 Shree Refrigerations (SRL) to inaugurate a new state-of-the-art manufacturing facility in Karad, Maharashtra on 20 June 2026.

✅ Adds 50,000 sq. ft. manufacturing capacity
✅ 6-acre facility with robotic welding, laser cutting & backward integration
✅ Strengthens Marine & Defence HVAC&R capabilities
✅ Designed for future expansion and improved execution efficiency
SRL continues to benefit from strong defence demand, with FY26 revenue growth exceeding 50% YoY. 🇮🇳
#ShreeRefrigerations #Defence #DefenseStocks #MakeInIndia #AtmanirbharBharat #Manufacturing #HVAC #Marine #Infrastructure #SMEStocks

[Lets Grow Together @Priya9208]

🤝 Black Box ($BBOX) partners with AIONOS to accelerate enterprise AI adoption globally.

✅ Combines Black Box's digital infrastructure expertise with AIONOS' AI platforms
✅ Focus on AI-ready data centers, networks & enterprise applications
✅ Targets opportunities across India, North America, EMEA & APAC
✅ Strong focus on India's fast-growing GCC ecosystem
A strategic move positioning Black Box at the intersection of AI infrastructure and enterprise transformation. 🚀
#BBOX #BlackBox #AI #ArtificialIntelligence #DigitalTransformation #DataCenters #GCC #EnterpriseAI #Technology #StockMarketIndia

[Lets Grow Together @Priya9208]

🚀 Supreme Power Equipment (NSE: SUPREMEPWR) reports strong FY26 results:

📊 Revenue: ₹182.1 Cr (+21.8%)
📈 EBITDA: ₹33.3 Cr (+14.5%)
💰 PAT: ₹20.4 Cr (+9.9%)
📦 Order Book: ₹588.2 Cr
New Chennai facility boosts capacity 3.6x to 9,000 MVA, strengthening growth visibility in India's expanding power sector. ⚡
#SUPREMEPWR #FY26 #PowerSector #Infrastructure #GrowthStocks

[Lets Grow Together @Priya9208]

🚀 Big move by Anant Raj!

The company has signed an MoU with the Haryana Government to invest ₹25,000 Cr in Data Centers & Cloud Services across the state.

This marks a significant step in building digital infrastructure and strengthening India's data center ecosystem. 💻⚡

#AnantRaj #ANANTRAJ #DataCenters #CloudComputing #DigitalInfrastructure #Haryana #IndiaGrowthStory

[Lets Grow Together @Priya9208]

📢 Astra Microwave Products announces a key strategic move.

The Board will meet on 10 June 2026 to consider a Scheme of Arrangement/Demerger between Astra Microwave Products Ltd. and Astra Space Technologies Pvt. Ltd. under Sections 230-232 of the Companies Act.

A development worth tracking for shareholders. 🚀

#ASTRAMICRO #AstraMicrowave #Demerger #CorporateAction #Defence #SpaceTech #StockMarketIndia

[Lets Grow Together @Priya9208]

🚨 Key takeaway from Astra Microwave's concall:The company is evolving from a subsystem supplier to an IP-led defence technology company.🛰️ Space demerger planned
📦 ₹2,141 Cr order book
💰 ₹370 Cr operating cash flow
🚀 Proprietary Astra products launching soon
🎯 Target: 3x revenue in ~5 yearsOne of the more interesting long-term stories in India's defence sector.#ASTRAMICRO #Defence #Aerospace #IndianStocks #MakeInIndia

[Chandan Kumar @chandan9208]

@Priya9208 Very insightful