Dileep🔆

D!//🔆

[RajStockWatch @RajStockWatch]

"Hello! In the Winner List of Q2 Fy25 SME IPOs, who do you think does NOT DESERVE such high valuation based on their business and prospects"

🔥First Strong Businesses with Scaling Potential

ANONDITA MEDICARE, AIRFLOA RAIL, ADCOUNTY,
FLYSBS AVIATION, SHREE REFRIGERATIONS, TAURIAN MPS, JAY AMBE (Surprise Case), CURRENT INFRA, LT ELEVATOR, NEETU YOSHI, SPUNWEB, PARTH, CONNPLEX, GOEL CONSTRUCTION, PARTH ELECTRICALS, KARBONSTEEL (But PE may remain low due to steel fabrication segment)

👎NOT VERY STRONG. MAKE HAY WHILE SUN SHINES!
1. Cryogenics - The company has NOTHING to do with Cryogenics. It is a simple flow measurement and instrument skid maker. Market may realize this slowly.

2. TECH D - Believe the price is driven by VK's presence and not by anything special in the company's business. It is just an implementation partner of security software with no IP. Not sure whether price will sustain even if rev growth is muted. Better watch out couple of results, if inveted for longterm.

3.SAWALIYA - Food processor who just slices and dehydrates few vegetables. Unlikely to sustain the valuation above 30x when other processors are between 10 and 20x.

4. VASHISHTHA LUX - Embroidery work. Just 10Cr sales. The main reason for spike could be the VERY LOW share count with few bulk deals causing reduced liquidity. And in such state, as long as operator buys even 1 lot, can move the stock up & eventually all their big holdings would get sold, at some point.

🩷LIKE ?

[Dileep🔆 @dill484]

@darvasboxtrader Happy Birthday 🎂🥳 Bhai

[Dileep🔆 @dill484]

@caniravkaria @AmitabhJha3 🫶🫡

[Dileep🔆 @dill484]

@caniravkaria 🤭

[Anupam Mahor @anupammahor]

New screener to read more companies https://t.co/huCLdYNJE9

[Dileep🔆 @dill484]

@microcp2mltibgr Telugu

[Dileep🔆 @dill484]

@darvasboxtrader 👌💥

[Ajay Thakur @AjayTha26074981]

My interview

https://t.co/uPG3tkfwzC

[Dileep🔆 @dill484]

@wealytics 👌

[Nirav S. Karia @caniravkaria]

Focus on this product "Amorphous Core"

Beautifully explained in below source about Amorphous Core

Source :-

https://t.co/mh3wa6uAiM

[Ghanshyam Raj @GhanshyamRaj]

Indian #Pharma #CRDMO companies - read 2 min
Indian CRDMO industry's share is a minuscule
3.6% of the global CRDMO industry. The Indian CRO industry's market share stands at only 2.7% of the global CRO industry, compared to 16% for the Chinese CRO industry. The Indian CDMO industry's market share is even lower, at 1.6% of the global CDMO industry, compared to 8% for the Chinese CDMO industry.

India remains dependent on China for sourcing Key Starting Materials (KSMs) and intermediates. Chinese CDMO companies operate at a much larger scale, giving them the advantage of negotiating higher discounts in exchange for larger offtake requirements. In many cases, KSMs are supplied by Chinese producers, further reducing lead times, logistics costs, and working capital needs across the supply chain.

As a result, the Indian CDMO and CMO industries are structurally disadvantaged compared to the Chinese CDMO industry, which operates at a significantly larger scale, valued at approximately USD 30 billion. Consequently, India’s CDMO market share remains low, at just 2-3% of the global CDMO market. However, India is more competitive in the manpower intensive,
early-stage CRO industry, where dependence on China is minimal.
The Indian CRDMO market is largely dominated by CDMO (commercial manufacturing of both API and FDF). As of now, it is mainly led by generic (off-patent) molecules. The Indian CDMO industry enjoys a relatively higher share of ~ 6% of the global small molecule CDMO industry, because of its strong track record and developed capabilities in chemistry and
process engineering of small molecules.
Indian CRDMO industry dominated by the small molecule CDMO industry

Large capex programs in recent years
Indian pharma companies are adding meaningful large capacities through large and sustained capex programs. The below charts showcase a group of 7 select pharma
companies having CDMO operations undertaking increasingly larger capex programs over successive time periods. From a manufacturing standpoint, India has highest number of US FDA-approved facilities
after US. Thus, Indian CRO/CDMOs are a natural choice of partner for Big Pharma for small
molecules and synthetics.
keep in mind as we have seen previously, upfront capex drags asset turns and return ratios in initial periods. Industry’s Gross Asset Turns and ROCE have declined during this time period.

[Dileep🔆 @dill484]

@AmitabhJha3 500 Wala batch😀🙌

[Tanmay Kurtkoti | Quant Trading @TanmayKurtkoti]

🚨 SEBI’s Overhaul of Derivatives Trading: What You NEED to Know 🚨

Problem Solved:

No More Fake OI Manipulation 🕵️♂️

[Dr Prashant Mishra @drprashantmish6]

No Insurance is Best but Good Insurance according to my experience.
HDFC ERGO
TATA AIG
ICICI LOMBARD
BAJAJ
NIVA BUPA
MANIPALCIGNA
Don't buy any health insurance just because premium is low .
Always consult 3-4 Doctors before buying Insurance because Doctors know Ground reality.

[Nirav S. Karia @caniravkaria]

Why Liquid Cooling is Essential to the Future of Data Centers

Identify the companies into liquid cooling products !!

https://t.co/KPWy07bjTn

[Nirav S. Karia @caniravkaria]

@ShridhantS Any help ?

[Kaustubh Babrekar @KBabrekar]

2 Major Divisions
- Engineering Solutions
- Power Systems

Also provide Industrial and Commercial Software

Reliability and Quality analysis – It identifies where exactly failure can occur. FMEA. PFMEA. Possible reason why and where the failure can occur.

[Gurmeet Chadha @connectgurmeet]

This post made by day.

*Meet the man with 27,500 daughters*
That’s what they call him – Appa.

His real name? KP Ramaswamy. Owner of KPR Mills, Coimbatore. A textile baron by profession. A father figure by choice.

While corporate honchos talk about employee retention, cost-cutting, and bottom lines, this man is busy transforming lives.

How? By turning mill workers into graduates. By making education their stepping stone to a better life.

It all started with a simple request. A young girl at his mill once told him –
"Appa, I want to study. My parents pulled me out of school because of poverty, but I want to study further."

That one sentence changed everything.

Instead of giving his workers just a paycheck, he decided to give them a future.

He set up a full-fledged education system – right inside the mill.
📌 Four-hour classes after an eight-hour shift.
📌 Classrooms, teachers, a principal, even a yoga course.
📌 All fully funded. No strings attached.

And the result?
🚀 24,536 women have earned their 10th, 12th, UG, and PG degrees.
🚀 Many are now nurses, teachers, police officers.
🚀 20 gold medallists from Tamil Nadu Open University this year alone.

Now, you’d expect a businessman to worry about attrition. What if these women leave? What about workforce stability?

Here’s what KP Ramaswamy says –
"I don’t want to keep them in the mill and waste their potential. They are here because of poverty, not by choice. My job is to give them a future, not a cage."
And that’s exactly what he does….

They leave. They build careers. And then? They send more girls from their villages to the mill. The cycle continues.

This isn’t just a CSR initiative. This is Human Resource Development in its truest sense.

At a recent convocation, 350 women received their degrees. And KP Ramaswamy made an unusual request –
"If you or your friends can hire them, it will give other girls the hope to study further."

Think about it. A man running a multi-crore empire isn’t asking for business. He’s asking for jobs – for his workers.

How often do we see this?
This story isn’t just about KPR Mills. It’s a lesson in leadership, in corporate ethics, in nation-building.

B-Schools should teach this.
HR professionals should study this.
And the world needs to know this.

A story worth spreading.

( source - unknown)

[Dileep🔆 @dill484]

@AmitabhJha3 .Nature Lasts forever ❤️ Always stay connected with Nature🌞🌳🏔️🌊Keep Smiling 😊

[Dileep🔆 @dill484]

@AmitabhJha3 It reflcts the bittersweet Ntr of life.We may Lose some frnds with diff resns.Loss is a part of life, at the same time Time moves on https://t.co/b39qoBvfp2's a reminder that while things may not stay the same, life goes on, and we find ways to adapt and carry on even in solitude