AA

Carbon Junkie, fluttering at same quantum frequency as yours!!!!
!Avid Investor

[Veena Jain @Vtxt21]

Iran has condemned US on killing our 3 Indian seafarers near Oman coast

Modi and his Bhakts call Israel and Netanyahu as friend, but they have not condemned US Navy killings of our Indian sailors but Iran did

This shows who is our real & fake friend

[Jiddu @_jiddu]

Who attacked Indian Vessels ?
• USA

Is India raising Concern ?
• No

What Indian PM doing ?
• Thanking USA President

[Tarun Gautam @TARUNspeakss]

To all NRI Bhakts living in USA:

USA bombed 3 ships carrying Indian nationals & killed 3 Indians.

You danced when Modi came to America, you supported & voted Trump. Would you now dare to ask Trump why the USA did that?

Or Dollars are more important to you than India?

[खुचरेंप @khuchrep]

क्या आदित्य शर्मा की जान की कीमत कुछ भी नहीं है,

अगर यही काम पाकिस्तान ने किया होता तो अब तक एयरस्ट्राइक हो चुकी होती।

लेकिन अमेरिका ने किया है, तो जाने दो।
वो दोस्त है साब का।

[Major Pawan Kumar, Shaurya Chakra (Retd) 🇮🇳 @major_pawan]

United States of America is attacking our vessels and killing Indians

What are we doing ?

[Kashish Shambhwani @kforkashish]

#SpecialSituation
#Indoborax Promoter change
From capital misallocation to prudent deployment, a tale captured in two images

Image 1: Cash generated in the business used for buying a residential property worth 42 crores instead of growing the business or returning the cash to shareholders while company had 70 cr Mcap

[Jo @JoJoFromJerz]

There are credible allegations made against Donald Trump that he mutilated a child’s nipples while raping her.
Allegations so serious, his inner circle had to meet in the Situation Room to discuss them.

I mean, how the fuck isn’t this the biggest scandal in the world right now?

[Morgan J. Freeman @mjfree]

😱😱😱 And just like that, it’s completely VANISHED from the media.

A sitting congressman, Ted Lieu, said on the record the Epstein files are being blocked because they show Trump raped and threatened to kill children.

Lets make this viral again 👇

[Mark Slapinski @mark_slapinski]

IT'S OVER

The New York Times just dropped the BOMBSHELL

Trump raped kids with Epstein, and his administration engaged in a cover up to protect him

[TruthCapital @ramesh_vd]

#Acutaas #Acutaaschemicals

Acutaas Chemicals — The Flow Chemistry Patent Nobody Is Talking About

Most Indian chemical stocks compete on cost. Acutaas competes on who can even copy them.

One patent. Two industries. Zero substitutes.

Flow chemistry — the moat that serves both Big Pharma and the EV+Semiconductor revolution 🧵👇

What They Do (Business Verticals)
🔵 Pharma Intermediates — 610+ complex molecules for global drug makers
🔵 CDMO — Exclusive chemist for innovators like Fermion (Bayer's cancer drug Darolutamide)
🔵 EV + Semicon — First outside China to make EV electrolyte additives; India's only semiconductor photoresist maker
🔵 Specialty Chemicals — Parabens, salicylic acid, niche consumer materials

The pivot: from generic pharma supplier → deep-tech critical infrastructure.

The Real Moat: Flow Chemistry
Here's what most miss.
Acutaas doesn't just make chemicals. They make them via proprietary continuous flow chemistry processes that competitors simply cannot replicate.

Production-side moat:→ Multi-stage synthesis requires ₹150-200Cr+ capex + 4 years for regulatory clearance → 90%+ of intermediates made fully in-house → USFDA + PMDA approvals are non-transferable — new entrant = full re-audit

Demand-side customer stickiness:→ Their molecules get written INTO client drug patent filings → Switching supplier = $1-3M refiling + 2-3 years of comparative stability testing → Customer retention: 90-95% within CDMO/innovator contracts

Barriers to entry:→ You need the chemistry and the compliance and the regulatory trust — all simultaneously → In FY24, unorganized generic players were wiped out by Chinese dumping. Acutaas survived because they were already unreplicable.

This isn't a patent on a product. It's a patent on the process. You can't reverse-engineer a process you can't observe.

Tweet 4 — Financial Projection + Asymmetric Bet

Numbers back the thesis:

OPM went from 11.2% in FY24 → 42.4% in Q4FY26 as the mix shifted.

The asymmetric bet? Semiconductor photoresists.

Today Acutaas is India's sole manufacturer. Global market = $4.8B → $7.1B by 2030. Their target: 5% global share + 60% domestic share.
The capex is already deployed. The validation cycles are running. If even 1-2 Indian fabs (backed by India Semiconductor Mission) lock them in — the revenue step-change is non-linear.
PAT CAGR guided at ~38% through FY28. At 73x trailing P/E, it's not cheap — but at 40x forward FY28 earnings, it's a different conversation.
FCF is currently negative (-₹12 Cr) — that's the CapEx phase. It flips positive post-FY26. Watch that inflection.

Closing
Acutaas is rare: a company where the supply chain IS the product.
Promoters hold ~40%, zero pledge. Debt-free. ROCE at 31.6%.
The flow chemistry patents don't just protect margins — they determine whether customers can even leave.

[Not investment advice, DYOR]

[Itachi Uchiha @navrhine]

@daksh666 Veda aeronautics

[AA @daksh666]

Right now, no listed Indian company has a jet‑powered drone in its product portfolio.

[jeevan patwa @jeevanpatwa]

Jet-powered #Drone is going to be a game changer in future warfare

It enables 500-1000 kmph speed vs 200-300 kmph

Reduced radar visibility combined with high speed makes it difficult to intercept

One Indian company will be big beneficiary of this.

[Shabaz @Shabaz1406]

TCS wants to hire an AI ML engineer with 5-7 years of experience, and the salary they are offering is 50,000-1.25L per annum.

I need whatever they’re smoking in there.

[RedboxGlobal India @REDBOXINDIA]

MTAR FACES POTENTIAL OVERHANG AS SECOND MAJOR BLOOM ENERGY DATA CENTER PROJECT RUNS INTO OPERATIONAL ISSUES

[TheAlpha10X @TheAlpha10X]

2 Good Quality Stocks 🔥

1. Quality Power
2. Kwality Pharma

[Tom riddle @tomrid01]

Not a single dog talking about #hitachienergy as bubble.

But indian companies are bubble.

[SWING BLASTER 🥷🕉️🔱 @swing_blaster]

🚨 #JNKINDIA : Management Commentary + Green Hydrogen JV = Powerful Long Term Story 🔥

FY26 turned out to be a breakthrough year for JNK India.

📊 Strong FY26 Numbers:
✅ Total Revenue: ₹838 Cr (+68% YoY)
✅ Operating Profit: ₹212.3 Cr (+45.2% YoY)
✅ EBITDA: ₹111.3 Cr (+71.6% YoY)
✅ EBITDA Margin: 13.3%
✅ PAT: ₹64.8 Cr (+114.6% YoY)
✅ PAT Margin expanded to 7.7%
✅ ROE improved from 8.6% → 12.1%
✅ ROCE improved from 15.5% → 19.1%

📈 Q4 FY26 Performance:
✅ Revenue: ₹344.6 Cr (+69.2% YoY)
✅ Operating Profit: ₹86.6 Cr (+80.9% YoY)
✅ EBITDA: ₹52.3 Cr (+89.9% YoY)
✅ EBITDA Margin: 15.2%
✅ PAT: ₹33 Cr (+149.5% YoY)
✅ PAT Margin expanded to 9.6%

📦 Massive Business Visibility:
✅ FY26 Order Inflow: ₹1694.4 Cr
✅ Total Order Book: ₹1961.4 Cr

Key projects include:
🔹 Cracking Furnaces
🔹 Green Hydrogen
🔹 Sustainable Energy Projects

🌱 Biggest Trigger = JNK Chemdist Technologies JV

Equity Structure:
➡️ JNK India – 51%
➡️ Chemdist – 49%

Focus Areas:
🔹 Ethanol-to-Chemicals
🔹 Low OPEX Hydrogen Production
🔹 Advanced Process Plant Engineering
🔹 Industrial Water Solutions
🔹 Membrane Technology

This JV combines:
⚡ JNK’s engineering + execution expertise
⚡ Chemdist’s patented technologies + IP portfolio

And most important:
✅ JV already contributed ~7% of group revenue in its initial year itself.

Management clearly indicating:
➡️ Margin expansion
➡️ Execution strength
➡️ Sustainable energy focus
➡️ High-value complex projects
➡️ Long-term global opportunities

If execution continues like this, market can eventually start assigning premium valuation for:
🔥 Green Hydrogen
🔥 Clean Energy
🔥 Process Technology
🔥 High Margin Engineering Business

Chart + Management + Order Book + Future Sector Tailwinds = Strong radar stock 👀

Har Har Mahadev 🚩

[AA @daksh666]

@tadgirl23 Important questions is if a task needs to be done by Agent why would someone outsource it to TCS?

[AA @daksh666]

@samisosa1234 and 44+ is FWD PE based on last quarter results

[AA @daksh666]

@samisosa1234 47 it TTM