Top Tweets for #NewS
Breaking #NEWS - #CampMystic along the #Guadalupe River in #Kerr County, #TX #Texas is back in the news as 'Texas Rangers' investigations have led to seeking Criminal Charges ๐ขโฌ๏ธ
๐ https://t.co/SSxUz88dxd ๐
The Texas Rangers have obtained 14 search warrants to retrieve digital data related to Camp Mystic, accusing the Hill Country retreat in affidavits of committing manslaughter, criminally negligent homicide, injury to a child and other criminal offenses, public records show. https://t.co/ZADEj2tojQ
#NEWS
Its 03:40 AM MIDNIGHT
SHREE REFRIGERATIONS
Shree Refrigerations will join Arihant Capital virtual conference on 25 September 2026 at 3:00 P.M.
#STOCKPICKSERIES #AUG26SERIES #LONGTERM
MY 1ST STOCK FOR STUDY IN AUGUST2026 SERIES
๐ฆ๐๐ฅ๐๐ ๐ฅ๐๐๐ฅ๐๐๐๐ฅ๐๐ง๐๐ข๐ก๐ฆ @๐๐ ๐ฃ 295/300 (RETESTING 275 ZONE)
๐ข THE UNTOLD STORY OF SHREE REFRIGERATIONS
"This is not an HVAC company. This is India's hidden Defence Thermal Engineering story."
AND THIS TIME WE WILL COVER IN TOTAL 4 PARTS TO UNDERSTAND EVERYTHING IN & OUT.
--PART 1--
The Business Nobody Understands (Business Model + Products + Revenue Model)
--PART 2--
India's Defence Story + Moat + Market Opportunity + Why Management Is So Bullish
--PART 3--
Financial Deep Dive + Order Book + Margins + Working Capital + Data Centre Opportunity
--PART 4--
Every Management Commitment + Future Guidance + Risks + My Complete Investment Thesis
================================
This isn't simply an HVAC business.
Management is trying to build one of India's most specialized Defence Thermal Engineering companies.
Let's understand business from scratch. ๐งต๐"
โโโโโโโโโโโโโโโโโโ
๐ CHAPTER 1 - Never Invest In A Business You Don't Understand
Most investors open Screener.
See Revenue.
See Profit.
See PE Ratio.
Buy the stock.
That's exactly why most people never generate extraordinary returns.
Great investing begins by understanding what the company actually does.
And trust me,
Almost nobody understands Shree Refrigerations correctly.
โโโโโโโโโโโโโโโโโโ
โ Is This An AC Company?
NO.
This is probably the biggest misconception.
They DON'T manufacture residential ACs.
They DON'T compete with Voltas or Lloyd in your living room.
Instead,
They manufacture highly specialized
โ
Naval HVAC Systems
โ
Air Conditioning Plants
โ
Refrigeration Plants
โ
Electrical Control Panels
for
โ Indian Navy
โ Defence Shipyards
โ Industrial Projects
and now,
๐ฅ Data Centres.
That changes entire investment thesis.
โโโโโโโโโโโโโโโโโโ
๐ Imagine A Warship,
Let's simplify.
Imagine India builds a โน8,000 Crore Destroyer.
What comes to mind?
๐ Missiles
๐ก Radar
โ Engine
๐ฃ Weapons
Nobody thinks about #COOLING.
But here's reality,
Without proper thermal management,
Missiles fail.
Electronics overheat.
Control systems malfunction.
Crew cannot survive.
Communication systems become unreliable.
A warship is basically a floating city operating in one of the harshest environments on Earth.
Cooling isn't a luxury.
Cooling is mission critical.
โโโโโโโโโโโโโโโโโโ
๐ฌ So What Exactly Is HVAC?
HVAC means
๐ฅ Heating
๐ฌ Ventilation
โ Air Conditioning
๐ง Refrigeration
For your home,
HVAC means comfort.
For a Naval Ship,
HVAC means survival.
It controls
โ
Temperature
โ
Humidity
โ
Fresh Air
โ
Air Pressure
โ
Equipment Cooling
โ
Crew Safety
One failure can affect multiple critical systems.
Now you understand why Defence HVAC is completely different from commercial HVAC.
โโโโโโโโโโโโโโโโโโ
๐ง 1 Statement Changed Ur Entire Perspective
Mngmt said:
"We don't manufacture products. We manufacture pride."
Most management teams start by discussing Revenue.
Margins.
Growth.
Instead,
They started with purpose.
That immediately tells you how they see themselves.
Not as an AC manufacturer.
But as a Defence Engineering company.
โโโโโโโโโโโโโโโโโโ
๐ญ More Than 30 Years Of Experience
The company has spent more than three decades building expertise.
Today,
they serve
โ Defence
โ Marine
โ Industrial customers
while expanding into
๐ฅ Data Centre Cooling.
This isn't a newly formed startup.
This is decades of engineering experience gradually moving into higher-value businesses.
โโโโโโโโโโโโโโโโโโ
๐ฐ The 4 ENGINE OF REVENUE
One thing I loved during reading this co.
Management clearly explained that revenue doesn't come from just one source.
It comes from FOUR independent engines.
Let's understand each.
โโโโโโโโโโโโโโโ [1/2]
DISCLAIMER = NOT A BUY OR SELL RECOMMENDATION.
![SharePurana's tweet photo. #STOCKPICKSERIES #AUG26SERIES #LONGTERM
MY 1ST STOCK FOR STUDY IN AUGUST2026 SERIES
๐ฆ๐๐ฅ๐๐ ๐ฅ๐๐๐ฅ๐๐๐๐ฅ๐๐ง๐๐ข๐ก๐ฆ @๐๐ ๐ฃ 295/300 (RETESTING 275 ZONE)
๐ข THE UNTOLD STORY OF SHREE REFRIGERATIONS
"This is not an HVAC company. This is India's hidden Defence Thermal Engineering story."
AND THIS TIME WE WILL COVER IN TOTAL 4 PARTS TO UNDERSTAND EVERYTHING IN & OUT.
--PART 1--
The Business Nobody Understands (Business Model + Products + Revenue Model)
--PART 2--
India's Defence Story + Moat + Market Opportunity + Why Management Is So Bullish
--PART 3--
Financial Deep Dive + Order Book + Margins + Working Capital + Data Centre Opportunity
--PART 4--
Every Management Commitment + Future Guidance + Risks + My Complete Investment Thesis
================================
This isn't simply an HVAC business.
Management is trying to build one of India's most specialized Defence Thermal Engineering companies.
Let's understand business from scratch. ๐งต๐"
โโโโโโโโโโโโโโโโโโ
๐ CHAPTER 1 - Never Invest In A Business You Don't Understand
Most investors open Screener.
See Revenue.
See Profit.
See PE Ratio.
Buy the stock.
That's exactly why most people never generate extraordinary returns.
Great investing begins by understanding what the company actually does.
And trust me,
Almost nobody understands Shree Refrigerations correctly.
โโโโโโโโโโโโโโโโโโ
โ Is This An AC Company?
NO.
This is probably the biggest misconception.
They DON'T manufacture residential ACs.
They DON'T compete with Voltas or Lloyd in your living room.
Instead,
They manufacture highly specialized
โ
Naval HVAC Systems
โ
Air Conditioning Plants
โ
Refrigeration Plants
โ
Electrical Control Panels
for
โ Indian Navy
โ Defence Shipyards
โ Industrial Projects
and now,
๐ฅ Data Centres.
That changes entire investment thesis.
โโโโโโโโโโโโโโโโโโ
๐ Imagine A Warship,
Let's simplify.
Imagine India builds a โน8,000 Crore Destroyer.
What comes to mind?
๐ Missiles
๐ก Radar
โ Engine
๐ฃ Weapons
Nobody thinks about #COOLING.
But here's reality,
Without proper thermal management,
Missiles fail.
Electronics overheat.
Control systems malfunction.
Crew cannot survive.
Communication systems become unreliable.
A warship is basically a floating city operating in one of the harshest environments on Earth.
Cooling isn't a luxury.
Cooling is mission critical.
โโโโโโโโโโโโโโโโโโ
๐ฌ So What Exactly Is HVAC?
HVAC means
๐ฅ Heating
๐ฌ Ventilation
โ Air Conditioning
๐ง Refrigeration
For your home,
HVAC means comfort.
For a Naval Ship,
HVAC means survival.
It controls
โ
Temperature
โ
Humidity
โ
Fresh Air
โ
Air Pressure
โ
Equipment Cooling
โ
Crew Safety
One failure can affect multiple critical systems.
Now you understand why Defence HVAC is completely different from commercial HVAC.
โโโโโโโโโโโโโโโโโโ
๐ง 1 Statement Changed Ur Entire Perspective
Mngmt said:
"We don't manufacture products. We manufacture pride."
Most management teams start by discussing Revenue.
Margins.
Growth.
Instead,
They started with purpose.
That immediately tells you how they see themselves.
Not as an AC manufacturer.
But as a Defence Engineering company.
โโโโโโโโโโโโโโโโโโ
๐ญ More Than 30 Years Of Experience
The company has spent more than three decades building expertise.
Today,
they serve
โ Defence
โ Marine
โ Industrial customers
while expanding into
๐ฅ Data Centre Cooling.
This isn't a newly formed startup.
This is decades of engineering experience gradually moving into higher-value businesses.
โโโโโโโโโโโโโโโโโโ
๐ฐ The 4 ENGINE OF REVENUE
One thing I loved during reading this co.
Management clearly explained that revenue doesn't come from just one source.
It comes from FOUR independent engines.
Let's understand each.
โโโโโโโโโโโโโโโ [1/2]
DISCLAIMER = NOT A BUY OR SELL RECOMMENDATION.](https://pbs.twimg.com/media/HOyFpTfaYAAEBe0.jpg)
![SharePurana's tweet photo. #STOCKPICKSERIES #AUG26SERIES #LONGTERM
MY 1ST STOCK FOR STUDY IN AUGUST2026 SERIES
๐ฆ๐๐ฅ๐๐ ๐ฅ๐๐๐ฅ๐๐๐๐ฅ๐๐ง๐๐ข๐ก๐ฆ @๐๐ ๐ฃ 295/300 (RETESTING 275 ZONE)
๐ข THE UNTOLD STORY OF SHREE REFRIGERATIONS
"This is not an HVAC company. This is India's hidden Defence Thermal Engineering story."
AND THIS TIME WE WILL COVER IN TOTAL 4 PARTS TO UNDERSTAND EVERYTHING IN & OUT.
--PART 1--
The Business Nobody Understands (Business Model + Products + Revenue Model)
--PART 2--
India's Defence Story + Moat + Market Opportunity + Why Management Is So Bullish
--PART 3--
Financial Deep Dive + Order Book + Margins + Working Capital + Data Centre Opportunity
--PART 4--
Every Management Commitment + Future Guidance + Risks + My Complete Investment Thesis
================================
This isn't simply an HVAC business.
Management is trying to build one of India's most specialized Defence Thermal Engineering companies.
Let's understand business from scratch. ๐งต๐"
โโโโโโโโโโโโโโโโโโ
๐ CHAPTER 1 - Never Invest In A Business You Don't Understand
Most investors open Screener.
See Revenue.
See Profit.
See PE Ratio.
Buy the stock.
That's exactly why most people never generate extraordinary returns.
Great investing begins by understanding what the company actually does.
And trust me,
Almost nobody understands Shree Refrigerations correctly.
โโโโโโโโโโโโโโโโโโ
โ Is This An AC Company?
NO.
This is probably the biggest misconception.
They DON'T manufacture residential ACs.
They DON'T compete with Voltas or Lloyd in your living room.
Instead,
They manufacture highly specialized
โ
Naval HVAC Systems
โ
Air Conditioning Plants
โ
Refrigeration Plants
โ
Electrical Control Panels
for
โ Indian Navy
โ Defence Shipyards
โ Industrial Projects
and now,
๐ฅ Data Centres.
That changes entire investment thesis.
โโโโโโโโโโโโโโโโโโ
๐ Imagine A Warship,
Let's simplify.
Imagine India builds a โน8,000 Crore Destroyer.
What comes to mind?
๐ Missiles
๐ก Radar
โ Engine
๐ฃ Weapons
Nobody thinks about #COOLING.
But here's reality,
Without proper thermal management,
Missiles fail.
Electronics overheat.
Control systems malfunction.
Crew cannot survive.
Communication systems become unreliable.
A warship is basically a floating city operating in one of the harshest environments on Earth.
Cooling isn't a luxury.
Cooling is mission critical.
โโโโโโโโโโโโโโโโโโ
๐ฌ So What Exactly Is HVAC?
HVAC means
๐ฅ Heating
๐ฌ Ventilation
โ Air Conditioning
๐ง Refrigeration
For your home,
HVAC means comfort.
For a Naval Ship,
HVAC means survival.
It controls
โ
Temperature
โ
Humidity
โ
Fresh Air
โ
Air Pressure
โ
Equipment Cooling
โ
Crew Safety
One failure can affect multiple critical systems.
Now you understand why Defence HVAC is completely different from commercial HVAC.
โโโโโโโโโโโโโโโโโโ
๐ง 1 Statement Changed Ur Entire Perspective
Mngmt said:
"We don't manufacture products. We manufacture pride."
Most management teams start by discussing Revenue.
Margins.
Growth.
Instead,
They started with purpose.
That immediately tells you how they see themselves.
Not as an AC manufacturer.
But as a Defence Engineering company.
โโโโโโโโโโโโโโโโโโ
๐ญ More Than 30 Years Of Experience
The company has spent more than three decades building expertise.
Today,
they serve
โ Defence
โ Marine
โ Industrial customers
while expanding into
๐ฅ Data Centre Cooling.
This isn't a newly formed startup.
This is decades of engineering experience gradually moving into higher-value businesses.
โโโโโโโโโโโโโโโโโโ
๐ฐ The 4 ENGINE OF REVENUE
One thing I loved during reading this co.
Management clearly explained that revenue doesn't come from just one source.
It comes from FOUR independent engines.
Let's understand each.
โโโโโโโโโโโโโโโ [1/2]
DISCLAIMER = NOT A BUY OR SELL RECOMMENDATION.](https://pbs.twimg.com/media/HOyFo7eawAAx_up.jpg)
![SharePurana's tweet photo. #STOCKPICKSERIES #AUG26SERIES #LONGTERM
MY 1ST STOCK FOR STUDY IN AUGUST2026 SERIES
๐ฆ๐๐ฅ๐๐ ๐ฅ๐๐๐ฅ๐๐๐๐ฅ๐๐ง๐๐ข๐ก๐ฆ @๐๐ ๐ฃ 295/300 (RETESTING 275 ZONE)
๐ข THE UNTOLD STORY OF SHREE REFRIGERATIONS
"This is not an HVAC company. This is India's hidden Defence Thermal Engineering story."
AND THIS TIME WE WILL COVER IN TOTAL 4 PARTS TO UNDERSTAND EVERYTHING IN & OUT.
--PART 1--
The Business Nobody Understands (Business Model + Products + Revenue Model)
--PART 2--
India's Defence Story + Moat + Market Opportunity + Why Management Is So Bullish
--PART 3--
Financial Deep Dive + Order Book + Margins + Working Capital + Data Centre Opportunity
--PART 4--
Every Management Commitment + Future Guidance + Risks + My Complete Investment Thesis
================================
This isn't simply an HVAC business.
Management is trying to build one of India's most specialized Defence Thermal Engineering companies.
Let's understand business from scratch. ๐งต๐"
โโโโโโโโโโโโโโโโโโ
๐ CHAPTER 1 - Never Invest In A Business You Don't Understand
Most investors open Screener.
See Revenue.
See Profit.
See PE Ratio.
Buy the stock.
That's exactly why most people never generate extraordinary returns.
Great investing begins by understanding what the company actually does.
And trust me,
Almost nobody understands Shree Refrigerations correctly.
โโโโโโโโโโโโโโโโโโ
โ Is This An AC Company?
NO.
This is probably the biggest misconception.
They DON'T manufacture residential ACs.
They DON'T compete with Voltas or Lloyd in your living room.
Instead,
They manufacture highly specialized
โ
Naval HVAC Systems
โ
Air Conditioning Plants
โ
Refrigeration Plants
โ
Electrical Control Panels
for
โ Indian Navy
โ Defence Shipyards
โ Industrial Projects
and now,
๐ฅ Data Centres.
That changes entire investment thesis.
โโโโโโโโโโโโโโโโโโ
๐ Imagine A Warship,
Let's simplify.
Imagine India builds a โน8,000 Crore Destroyer.
What comes to mind?
๐ Missiles
๐ก Radar
โ Engine
๐ฃ Weapons
Nobody thinks about #COOLING.
But here's reality,
Without proper thermal management,
Missiles fail.
Electronics overheat.
Control systems malfunction.
Crew cannot survive.
Communication systems become unreliable.
A warship is basically a floating city operating in one of the harshest environments on Earth.
Cooling isn't a luxury.
Cooling is mission critical.
โโโโโโโโโโโโโโโโโโ
๐ฌ So What Exactly Is HVAC?
HVAC means
๐ฅ Heating
๐ฌ Ventilation
โ Air Conditioning
๐ง Refrigeration
For your home,
HVAC means comfort.
For a Naval Ship,
HVAC means survival.
It controls
โ
Temperature
โ
Humidity
โ
Fresh Air
โ
Air Pressure
โ
Equipment Cooling
โ
Crew Safety
One failure can affect multiple critical systems.
Now you understand why Defence HVAC is completely different from commercial HVAC.
โโโโโโโโโโโโโโโโโโ
๐ง 1 Statement Changed Ur Entire Perspective
Mngmt said:
"We don't manufacture products. We manufacture pride."
Most management teams start by discussing Revenue.
Margins.
Growth.
Instead,
They started with purpose.
That immediately tells you how they see themselves.
Not as an AC manufacturer.
But as a Defence Engineering company.
โโโโโโโโโโโโโโโโโโ
๐ญ More Than 30 Years Of Experience
The company has spent more than three decades building expertise.
Today,
they serve
โ Defence
โ Marine
โ Industrial customers
while expanding into
๐ฅ Data Centre Cooling.
This isn't a newly formed startup.
This is decades of engineering experience gradually moving into higher-value businesses.
โโโโโโโโโโโโโโโโโโ
๐ฐ The 4 ENGINE OF REVENUE
One thing I loved during reading this co.
Management clearly explained that revenue doesn't come from just one source.
It comes from FOUR independent engines.
Let's understand each.
โโโโโโโโโโโโโโโ [1/2]
DISCLAIMER = NOT A BUY OR SELL RECOMMENDATION.](https://pbs.twimg.com/media/HOyFofOasAAcWkS.jpg)
![SharePurana's tweet photo. #STOCKPICKSERIES #AUG26SERIES #LONGTERM
MY 1ST STOCK FOR STUDY IN AUGUST2026 SERIES
๐ฆ๐๐ฅ๐๐ ๐ฅ๐๐๐ฅ๐๐๐๐ฅ๐๐ง๐๐ข๐ก๐ฆ @๐๐ ๐ฃ 295/300 (RETESTING 275 ZONE)
๐ข THE UNTOLD STORY OF SHREE REFRIGERATIONS
"This is not an HVAC company. This is India's hidden Defence Thermal Engineering story."
AND THIS TIME WE WILL COVER IN TOTAL 4 PARTS TO UNDERSTAND EVERYTHING IN & OUT.
--PART 1--
The Business Nobody Understands (Business Model + Products + Revenue Model)
--PART 2--
India's Defence Story + Moat + Market Opportunity + Why Management Is So Bullish
--PART 3--
Financial Deep Dive + Order Book + Margins + Working Capital + Data Centre Opportunity
--PART 4--
Every Management Commitment + Future Guidance + Risks + My Complete Investment Thesis
================================
This isn't simply an HVAC business.
Management is trying to build one of India's most specialized Defence Thermal Engineering companies.
Let's understand business from scratch. ๐งต๐"
โโโโโโโโโโโโโโโโโโ
๐ CHAPTER 1 - Never Invest In A Business You Don't Understand
Most investors open Screener.
See Revenue.
See Profit.
See PE Ratio.
Buy the stock.
That's exactly why most people never generate extraordinary returns.
Great investing begins by understanding what the company actually does.
And trust me,
Almost nobody understands Shree Refrigerations correctly.
โโโโโโโโโโโโโโโโโโ
โ Is This An AC Company?
NO.
This is probably the biggest misconception.
They DON'T manufacture residential ACs.
They DON'T compete with Voltas or Lloyd in your living room.
Instead,
They manufacture highly specialized
โ
Naval HVAC Systems
โ
Air Conditioning Plants
โ
Refrigeration Plants
โ
Electrical Control Panels
for
โ Indian Navy
โ Defence Shipyards
โ Industrial Projects
and now,
๐ฅ Data Centres.
That changes entire investment thesis.
โโโโโโโโโโโโโโโโโโ
๐ Imagine A Warship,
Let's simplify.
Imagine India builds a โน8,000 Crore Destroyer.
What comes to mind?
๐ Missiles
๐ก Radar
โ Engine
๐ฃ Weapons
Nobody thinks about #COOLING.
But here's reality,
Without proper thermal management,
Missiles fail.
Electronics overheat.
Control systems malfunction.
Crew cannot survive.
Communication systems become unreliable.
A warship is basically a floating city operating in one of the harshest environments on Earth.
Cooling isn't a luxury.
Cooling is mission critical.
โโโโโโโโโโโโโโโโโโ
๐ฌ So What Exactly Is HVAC?
HVAC means
๐ฅ Heating
๐ฌ Ventilation
โ Air Conditioning
๐ง Refrigeration
For your home,
HVAC means comfort.
For a Naval Ship,
HVAC means survival.
It controls
โ
Temperature
โ
Humidity
โ
Fresh Air
โ
Air Pressure
โ
Equipment Cooling
โ
Crew Safety
One failure can affect multiple critical systems.
Now you understand why Defence HVAC is completely different from commercial HVAC.
โโโโโโโโโโโโโโโโโโ
๐ง 1 Statement Changed Ur Entire Perspective
Mngmt said:
"We don't manufacture products. We manufacture pride."
Most management teams start by discussing Revenue.
Margins.
Growth.
Instead,
They started with purpose.
That immediately tells you how they see themselves.
Not as an AC manufacturer.
But as a Defence Engineering company.
โโโโโโโโโโโโโโโโโโ
๐ญ More Than 30 Years Of Experience
The company has spent more than three decades building expertise.
Today,
they serve
โ Defence
โ Marine
โ Industrial customers
while expanding into
๐ฅ Data Centre Cooling.
This isn't a newly formed startup.
This is decades of engineering experience gradually moving into higher-value businesses.
โโโโโโโโโโโโโโโโโโ
๐ฐ The 4 ENGINE OF REVENUE
One thing I loved during reading this co.
Management clearly explained that revenue doesn't come from just one source.
It comes from FOUR independent engines.
Let's understand each.
โโโโโโโโโโโโโโโ [1/2]
DISCLAIMER = NOT A BUY OR SELL RECOMMENDATION.](https://pbs.twimg.com/media/HOyFoGyaAAAr_K7.jpg)
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#JUSTICEFORNOLANWELLS
President Donald J. Trump and Japaneseย Prime Minister Sanae Takaichi at the United Nations General Assembly, furthering the strongย alliance between the USA and Japan. ๐บ๐ธ๐ค๐ฏ๐ต
Cรฉline Dion yagaragaye mu gitaramo gikomeye cyo guha icyubahiro John Farnham. Dion yaririmbye โYouโre the Voiceโ ari i Paris, performance ye yoherezwa live kuri screens muri Rod Laver Arena i Melbourne.
#foryou #news #hezamedia #update
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