Top Tweets for #SunTech
おはよう🇯🇵🌸𝐉𝐀𝐏𝐀𝐍🌸🇯🇵
#ちょうどいいラジオ
#結婚式 #披露宴 #珍プレー好プレー
披露宴で文金高島田の新婦に合わせて丁髷スタイルで挑んだ強者は少ないはず😊
今日もちょっとだけ頑張るぞ！
#SUNTECH
#グランデルTC_H85F
#SME #Suntech #SuntechInfraSolutions
Suntech Infra Solutions Limited H2FY26 Earnings Call Highlights
👉FY27 & Future Outlook
▫️ Revenue Guidance: 20–25% YoY growth targeted for FY27
💠95%+ of current order book is executable in FY27, already providing ~15% visibility on Day 1.
💠 H2 FY26 delivered 10% EBITDA growth, confirming non-front-loaded performance
▫️ Margin Trajectory:
💠EBITDA margin to recover the 3% dip and expand to 25–27%.
💠Full pass-through/escalation clauses in place; drivers include higher equipment utilisation &cost control
💠PAT margin can reach ~10% with moderated capex.
▫️ Strategic Direction:
💠Focus remains on Indian market (Dubai plans on hold) and repeat business from clients
👉Investor Concern Raised in Q&A
💠Amit Bhatt (MIT Engineers) openly expressed strong annoyance and frustration over near-flat PBT (₹18.11 Cr in FY25 → ₹18.58 Cr in FY26)
💠Despite 16% revenue growth; He questioned possible FY25 “window dressing” for the IPO, criticised the stock trading at ~5x PE, repeatedly referenced unfulfilled promoter IPO-roadshow promises, and warned that without visible growth the valuation could compress further (“5 PE becomes 3 PE”).
💠He urged management to focus on execution rather than market price.
▫️Management acknowledged the sentiment, clarified the EBITDA dip was purely transitional
💠Emphasised the 214 Cr order book and 20–25% growth visibility for FY27
💠Noted promoters have been buying shares post-IPO to demonstrate conviction, and reiterated focus on long-term shareholder value.
👉Current Order Book / Projects and Future Pipeline
▫️ Order Book (as on 26 April 2026): ~₹214 Cr (majority executable in FY27).
💠 Job Work: ~₹197 Cr+ | Rental: ~₹5–6 Cr (short-term, renewable).
▫️ Bid Pipeline: ~₹600 Cr+ projects bid; historical conversion 15–20%. Management is “being very choosy” — prioritising margin-accretive orders.
▫️ Execution Visibility: Billing run-rate already ₹25–26 Cr/month in Feb–Mar; repeat orders expected to contribute 40–50% of FY27 business. Strong revenue visibility for the year.
👉Other Notable Points
▫️ EBITDA Dip Explanation:
💠Three one-time/recoverable factors (~₹5 Cr impact) — site mobilisation costs, steel price spike (claim accepted), and temporary geopolitical disruption (gas/labour shortage).
💠All expected to reverse in FY27.
▫️ Balance Sheet:
💠Debt-Equity improved to 0.8x; Current ratio 1.43x; Finance cost down sharply.
💠Capex ₹27 Cr (10 heavy equipment) in FY26; further capex flexible.
▫️ Business Strength:
💠Asset-heavy model with owned fleet provides superior control on timelines, quality and productivity.
💠Management acknowledged suggestions to quarterly business updates going forward.
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :
💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
🔗 https://t.co/Sto1a1qHIQ
👉Stay tuned for more insights
———
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
休憩時間を使って相棒たちのお手入れと、昨日の思い出動画を𓆛𓆜𓆝𓆞𓆟
#宮崎工房 #銘木餌箱 #銘木上栓 #ランディングネット #キャロモデル #いいの釣っちゃいますよ #延べ竿で渓流釣りしよう #キャロ散歩 #犀川漁協 #ブラウントラウト #𝐛𝐫𝐨𝐰𝐧𝐭𝐫𝐨𝐮𝐭 #SUNTECH#SUNTECH #PW本流
つり具の銭屋鮎竿展示会準備中です！
宜しくお願いいたします┏○ﾍﾟｺｯ
#銭フェス #つり具の銭屋
#埼玉 #妻沼 #𝐃𝐀𝐈𝐖𝐀 #SH#SHIMANO #Gamakatsu #シモツケ #SUNTECH
明日3月8日は銭フェスの日です！
年に一度の鮎竿展示会、そしてスーパーセールの日ですので是非お越しください。僕はメイン駐車場前で交通整理してます😊
#つり具の銭屋 #鮎竿展示会 #豪華テスター陣来店
#𝐃𝐀𝐈𝐖𝐀 #SH#SHIMANO #Gamakatsu #SUNTECH #SHIMOTSUKE
さて、お手入れしマスかね。本数減ったから注文入れたった😁上から3番4番で1.3マソでお釣りが来るコスパの良さ！70ブラウンも捕れるサンテックPW本流9m最高のパフォーマンスですね(˘ω˘)👍✨✨✨
#サンテック #SUNTECH
#宮崎工房 #延べ竿で渓流釣りしよう #いいの釣っちゃいますよ #つり具の銭屋
僕の長年の夢を叶えてくれた竿をいつも通りメンテしますかな😊
#サンテック #SUNTECH
#PW本流9m #Rankerkiller #Monsterhunter #延べ竿で本流釣りしよう #犀川漁協
#ブラウントラウト #宮崎工房 #いいの釣っちゃいますよ #キャロ散歩
サンテック＆Jinbeiの近日発表予定の商品達
https://t.co/WoE7YtydpD
この中だと今はLEDライト2種類が気になるかな🤣
COOL and HOT PHOTO FESTIVAL 2026の時に触れると嬉しいけど・・・🤔
#suntech #サンテック #jinbei
#アルファホビー部
#coolandhot2026
#coolandhotphoto_fes
From yesterday watchlist🔼
#SUNTECH 20% uc
#NEPTUNE 12%++ up
#RAJSREESUG 8%+ up
#FOCUS 7%+ up
#PRIZOR 5% uc
Strong stocks in weak market #niftycrash
#RAJSREESUG
#TIPSFILMS
#VENKEYS
#PRIZOR
#NEPTUNE
#SUNTECH
#FOCUS
#METROBRAND
#SCPL
#MADHUSUDAN
#CHENNPETRO
🔗𝐉𝐨𝐢𝐧 𝐨𝐮𝐫 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 : https://t.co/ka7YVvKuQ5 for more stocks analysis.
Strong stocks in weak market #niftycrash
#RAJSREESUG
#TIPSFILMS
#VENKEYS
#PRIZOR
#NEPTUNE
#SUNTECH
#FOCUS
#METROBRAND
#SCPL
#MADHUSUDAN
#CHENNPETRO
🔗𝐉𝐨𝐢𝐧 𝐨𝐮𝐫 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 : https://t.co/ka7YVvKuQ5 for more stocks analysis.
Last Seen Hashtags on Sotwe
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
109.7M followers
Narendra Modi
@narendramodi
106.9M followers
Rihanna
@rihanna
97.4M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.7M followers
KATY PERRY
@katyperry
87.2M followers
Taylor Swift
@taylorswift13
81M followers
Lady Gaga
@ladygaga
72.6M followers
Kim Kardashian
@kimkardashian
69.6M followers
Virat Kohli
@imvkohli
69.2M 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
61.8M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
60.3M followers