Top Tweets for #MSafe
#SME #MSafe #MsafeEquipments
MSafe Equipments H2 FY26 Concall Highlights:
👉FY27 & Future Outlook:
▫️50% CAGR guidance maintained for revenue, driven by new capacity commissioning, formwork expansion, increasing rental penetration, and new product introductions.
▫️Long-term vision (4-5 years): 50-70% CAGR with potential to become one of the top-3 players in aluminium formwork segment.
💠Core scaffolding business: ~20% growth expected in FY27.
💠Steel scaffolding (sale + rental combined): multi-fold jump from ~₹5 Cr in FY26 to ₹25-40 Cr+ in FY27 (5-10x potential).
💠Aluminium formwork: modest first-year target of ₹30-40 Cr in FY27 (production start by June end); multi-fold scaling from FY28 onward.
💠Overall revenue: ~50% growth implied; aluminium scaffolding capacity addition to support further ramp-up to ₹4 Cr/month sale + ₹4.5 Cr/month rental post-expansion
▫️Margins:
💠EBITDA % may moderate slightly due to product-mix shift (more steel sales at 5-6% Gross Margins + formwork at 10-15% Gross Margins vs high-yield aluminium rental)
💠Absolute EBITDA/PAT expected to grow.
💠Management targeting to maintain overall high profitability levels through operating leverage and rental focus. PAT margins built on rental-led model.
👉Current Utilization / Deployment & Future Pipeline:
▫️Steel scaffolding: Capacity expanded to 62.85 lakh units (doubled ahead of schedule)
💠Currently at peak utilization (factory running 24x7, jam-packed)
💠Revenue run-rate: ~₹1 Cr/month rental + ~₹1 Cr/month sale (70% rental deployment, 25-30% sale)
▫️Aluminium scaffolding: Current run-rate ~₹3 Cr/month sale + ₹3.5 Cr/month rental
💠Further expansion (10 lakh units) via new factory — partial start Dec 2026, full by May 2027.
💠Current scale: Operating across ~1,000–1,500 construction/infra sites with ~2,500 customers (pan-India from Coimbatore to Guwahati); 18 company-owned warehouses
▫️Formwork pipeline: Machinery orders placed; production commencement expected by June end FY27.
💠Market gap significant (largest player KNEST >₹2,000 Cr; multiple players in ₹500-1,000 Cr band).
💠Company targeting top-3 position in 2-3 years via rental + sale hybrid model.
💠Future pipeline drivers: Infra spending, safety compliance push, shift from bamboo/unorganized to organized players; cross-selling to existing customer base; warehouse density increase to 250 km radius coverage across India.
👉Other Notable Points:
▫️Rental business model — core strength:
💠Steel yield 32-38% p.a., aluminium yield 60-66% p.a.
💠Average rental tenor ~4-5 months (aluminium) / ~1 year (steel).
💠Full supply chain control (manufacturing to rental) enables superior yields vs local/regional players
👉Commodity inflation / raw material cost management:
▫️Sales side: Zero impact — very short order book (max 7 days).
💠Full and immediate pass-through of aluminium/steel price increases or decreases to customers
▫️Rental side:
💠Rentals harder to raise, so company absorbs a small portion; however, rental margins have substantial buffer.
💠Management is driving operational efficiencies to protect yields.
👉Long-term structural advantage:
💠Assets depreciated 15% p.a. (fully written off in 5 years in books, negligible book value)
💠Physical/scrap value continues to rise with metal prices. Even after 5-6 years, scrap realization can recover ~50%+ of original cost (company is “price positive” on aluminium inventory and partially on steel)
👉Gross margins (product-wise):
💠Aluminium sales ~30%, steel sales 5-6%, formwork expected 10-15% (with rental upside).
💠Aluminium inventory revaluation benefit from 40-50% price rise not fully reflected in books.
👉Capex & funding:
💠~₹130 Cr planned in FY27 (including rental asset build + machinery)
💠IPO proceeds — 11% already deployed, balance in FY27. Currently near debt-free (net cash ~₹4-5 Cr); debt will rise but expected to be retired within 3 years via strong internal accruals
👉Balance sheet & risk: Bad debts <2% over 6 years (in-house family-led collection team, 1-3 months rental advance + security cheques).
💠Strategic moves: Entry into aluminium formwork marks shift to “integrated structural equipment solutions” company
💠Industrial safety products trading division deferred (leverage existing 2,500 customers/sites later).
💠Pan-India organized player advantage vs fragmented local competition.
💠Other: 20+ years experience; no channel partners (direct to contractors/developers except planned for industrial ladders)
💠High factory labour attrition but stable admin/sales team
COMPANY TOADY #Q4FY26 RESULT STATUS TILL 9:00PM ☑️🔈 ( 11-MAY-2026 )
1.𝙎𝙊𝙇𝙄𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎📊
🟢#PRIVISCL
🟢#JTLIND
🟢#VMARC
🟢#ARFIN
🟢#SATIN
2.𝙂𝙊𝙊𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎 📊
🔹#MSAFE
🔹#SYRMA
🔹#MOLDTKPAC
🔹#SHYAMMETL
🔹#MANORAMA
🔹#ASARFI
🔹#IHCL
🔹#NANTATECH
🔹#UPL
4.𝘿𝙀𝘾𝙀𝙉𝙏/ 𝘼𝙑𝙀𝙍𝘼𝙂𝙀 𝙍𝙀𝙎𝙐𝙇𝙏/𝙁𝙇𝘼𝙏/ 𝙈𝙐𝙏𝙀𝘿 𝙎𝙏𝘼𝙏𝙐𝙎 📊
🔷#ANANTRAJ
🔷#AURIONPRO
🔷#PARADEEP
🔷#CORONA
🔷#JSWENERGY
🔷#HERITGFOOD
🔷#PVRINOX
🔷#CANBK
5.WEAK NUMBER💔
♦️#GREENPOWER
Msafe Equipments Ltd (SME) H2FY26
#H2FY26 #Stockmarket #Nifty #Msafe
"we expect growth to pick up meaningfully from FY27 and are targeting at least 50% revenue growth."
Msafe Equipments Ltd (SME) H2FY26 Results:-
#H2FY26 #Stockmarket #Nifty #Msafe
H2FY26 vs H2FY25
Revenue 54.49 Cr vs 39.24 Cr (+38.85% YoY)
EBITDA 21.65 Cr vs 13.02 Cr (+66.36% YoY)
EBITDA Margin 39.74% vs 33.17% YoY
PBT 15.88 Cr vs 8.16 Cr (+94.53% YoY)
PAT 11.92 Cr vs 6.21 Cr (+91.96% YoY)
Other Income 0.50 Cr vs 0.28 Cr YoY
Msafe Equipments Ltd (SME) H2FY26 Results:-
#H2FY26 #Stockmarket #Nifty #Msafe
H2FY26 vs H2FY25
Revenue 54.49 Cr vs 39.24 Cr (+38.85% YoY)
EBITDA 21.65 Cr vs 13.02 Cr (+66.36% YoY)
EBITDA Margin 39.74% vs 33.17% YoY
PBT 15.88 Cr vs 8.16 Cr (+94.53% YoY)
PAT 11.92 Cr vs 6.21 Cr (+91.96% YoY)
Other Income 0.50 Cr vs 0.28 Cr YoY
#Msafe
Msafe Equipments Ltd
Company manufactured, sold, and rented in multiple configuration products like Aluminium Scaffoldings, Aluminium & FRP Ladders and MS (Mild Steel) Scaffoldings.
The core raw materials like Aluminium and steel are key for manufacturing.
Look out for the how this company sustain margins due to sharp increase in aluminium and steel prices.
#MSafe good pointers
#Msafe strong listing expecting to see a healthy correction here to align with realistic H2 expectations. If H2 Surprises then higher lvls will be seen.
Msafe Sme ipo allotment out now.
https://t.co/Tzvhxk37M2
Did you get it?
#ipo #IPOAlert #allotment #sme #msafe
Last date, Final Update :
(From Phi Phi Island 😅)
🌟 Msafe Equipments SME IPO :
I am applying ✅
Better IPO amongst all closing today
🌟 Kanishk Aluminium SME IPO
I am avoiding ❌
Pretty stagnant financials for my liking
🌟 Accretion Nutraveda SME IPO
Only consider with demand, if super strong.
I am not applying ❌
As i won’t be tracking
#MSafe SME IPO opening tomorrow.
From LM #Seren, the company manufactures and rents scaffolding ladders.
Leader in the aluminium scaffoldings and fast growing in MS. Sector tailwinds and capacity expansion to 2x makes it an interesting play.
FY25 PAT 13 Cr, M. Cap 250 cr, so, 19 times FY25. Should cut PE significantly in FY26.
【#MMT 代币暴涨300%，成为 #SUI 链 #DeFi 板块的焦点】
#Momentum（ $MMT ）原为 #MSafe，致力于构建 Move 生态的流动性引擎与资产管理平台，具备跨链互操作、零知识验证及链上合规特性。
其代币兼具交易、治理与激励功能，用户通过绑定 $MMT 获得 #veMMT 参与治理与收益分配。
此次暴涨主要受 #Binance 上市及空投活动、#Upbit 韩元交易对开放、以及项目 TVL 突破 2.1 亿美元等多重利好推动。
24 小时内 $MMT 价格涨至约 2.28 美元，市值逾 33 亿元人民币，交易量达 160 亿，现价格回落至1.60美元。
虽短期表现亮眼，但新币波动剧烈，投机情绪浓厚。分析师提醒，暴涨背后存在回调与监管风险。
未来若能持续完善跨链与合规体系， $MMT 有望成为 #SUI 生态的核心资产。投资者应保持理性，谨慎入场。
#金象集团 #金象研习社 #GE #web3 #MMT #SUI #DeFi #暴涨
Momentum chuẩn bị đến "cường quốc đầu tư" Việt Nam 🚀🚀🚀
Trong chuyến đi đến Việt Nam lần này @MMTFinance tập hợp các nhà phát triển tại IRL để định hình tương lai của DeFi tại Sui.
Và có thể bạn đã biết @MMTFinance (trước đây có tên #MSafe) là một giao thức DeFi được xây dựng trên blockchain Sui nhằm mục tiêu trở thành “hệ điều hành tài chính” cho kỷ nguyên tài sản được mã hóa tức là các tài sản thực thế hoặc tài sản Web3 được giao dịch, kết nối một cách liền mạch.
$MMT là token trung tâm của dự án DeFi đa dạng trên Sui, tập trung vào cung cấp thanh khoản, staking và quản lý quỹ an toàn. Với cơ chế ve(3,3) và CLMM, dự án tạo ra môi trường lợi nhuận bền vững cho người dùng, đồng thời có kế hoạch mở rộng sang các chuỗi lớn để tăng tính thanh khoản và tiếp cận thị trường rộng hơn.
Sắp tới dự án sẽ mở bán IDO từ 22‑31/10/2025 trên nền tảng @buidlpad . Anh em có thể kiếm suất mua 150$ bằng cách Yap 5 bài về dự án và "khấn". Chúc anh em may mắn nha🍀
#MMTfinance #Momentum
Gm @MMTFinance community !!!
Phần lớn anh em khi đăng bài về dự án @MMTFinance đều flop !!! Vì sao vậy ???
Có anh em nào tự đặt câu hỏi mình đang đăng về @zama_fhe hay @SentientAGI view ngon lành toàn vài K mắt xem tự nhiên đăng về @MMTFinance "đùng một cái" còn vài trăm thậm chí vài chục mắt xem ???
Bởi nền tảng đã quen với việc bạn viết bài về #SentientAGI hay #ZamaFHE và phân phối đến tệp đối tượng cùng đăng và quan tâm về dự án đấy trong suốt thời gian dài.
Và khi anh em đăng một luồng content mới lên bất kỳ nền tảng Social nào sẽ cần thời gian đầu cho máy học nền tảng học lại từ đầu và bắt đầu phân phối đến đúng đối tượng người xem và quan tâm đến tuyến nội dung đó. Đó chính là câu trả lời cho việc tại sao phần lớn anh em đăng về @MMTFinance lại flop 😁
Còn nữa chúng ta không phải KOL nên không phải đăng gì cũng có view 🤣 Chính vì thế anh em nên trau chuốt câu chữ nội dung sao cho thật hay, thật khác biệt. Sự kiện @MMTFinance trên @buidlpad chỉ cần 5 bài thôi. Nên anh cố gắng viết nha. Chúc anh em có suất mua priority allocation $150.
Dạo một vòng X em thấy sự cạnh tranh không hề nhỏ rồi đấy tên ai cũng có đuôi Ⓜ️Ⓜ️T . Rén luôn 🥲
Good luck anh emmm 🍀🍀🍀
#MMTfinance #Momentum
@momentum 5/ 📊 Why it matters:
The team behind Momentum already built #MSafe — serious Move infra.
They know what they’re doing.
TVL already climbing fast pre-#IDO.
#Liquidity + real infra ≠ pure narrative pump.
This one’s not a #memecoin. It’s an infra play.
🔐 Segurança em primeiro lugar
O @MMTFinance traz o MSafe, solução multi-sig para:
✅ Tesourarias
✅ Vesting de tokens
✅ Execução segura de transações
Mais confiança, menos risco. A base de um ecossistema sustentável. @GiveRep
#Momentum #MSafe #Web3Security #GiveRep
Good evening legends ⚡️
🔐 @MMTFinance foundation is built on MSafe:
💎 A Move native institutional-grade multi-sig for treasury, governance, and upgrades.
Security you can trust.☑️
#Momentum #Security #MSafe
💼 Powering institutions on Move.
@MMTFinance MSafe = multi-sig wallet built for the future:
✔️ Treasury governance
✔️ Token vesting
✔️ Smart contract control
Transparent. Secure. Cross-chain ready. 🚀
#MSafe #Momentum #Web3Security
Last Seen Hashtags on Sotwe
incestohijomamá
Seen from United States
หีฝรั่ง
Seen from Thailand
putitaCDMX
Seen from Mexico
pashto sex
Seen from Bahrain
Miami
Seen from United States
nolimit teenagegirls*
Seen from Italy
meli3gp
Seen from United States
xlii exny nolimit
Seen from Brazil
นัดเย็ดลำพูน
Seen from Thailand
teen #teenagegirls #nolimit video*
Seen from Spain
Trends for you
Most Popular Users
Elon Musk 
@elonmusk
240.3M followers
Barack Obama
@barackobama
119.3M followers
Donald J. Trump
@realdonaldtrump
111.6M followers
Cristiano Ronaldo
@cristiano
109.5M followers
Narendra Modi
@narendramodi
107M followers
Rihanna
@rihanna
97.4M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.7M followers
KATY PERRY
@katyperry
87.1M followers
Taylor Swift
@taylorswift13
80.9M followers
Lady Gaga
@ladygaga
72.5M followers
Kim Kardashian
@kimkardashian
69.5M followers
Virat Kohli
@imvkohli
69M followers
YouTube
@youtube
68.6M followers
Bill Gates
@billgates
63.6M followers
The Ellen Show
@theellenshow
62.5M followers
CNN
@cnn
61.9M followers
Neymar Jr
@neymarjr
61.7M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
60.2M followers