Top Tweets for #TransrailLightingLimited

I have bought 𝐓𝐫𝐚𝐧𝐬𝐫𝐚𝐢𝐥 𝐋𝐢𝐠𝐡𝐭𝐢𝐧𝐠 CMP 612 (MCap 8100 Cr) Sector: Power Transmission Very solid, high growth company at 𝐡𝐚𝐥𝐟 𝐭𝐡𝐞 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧𝐬 𝐨𝐟 𝐩𝐞𝐞𝐫𝐬 In my view , Power Transmission will be one of the best themes for next 3-5yrs ✅Transrail 𝐎𝐫𝐝𝐞𝐫 𝐛𝐨𝐨𝐤 𝟏𝟎,𝟑𝟓𝟖 𝐂𝐫. 𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲, 𝐋𝟏 𝐢𝐧 𝟒,𝟎𝟎𝟎𝐂𝐫 FY24: Rev 4,130Cr ; PAT 233Cr FY25E: Rev 5,500Cr ; PAT 320Cr 𝐅𝐘𝟐𝟔𝐄: 𝐑𝐞𝐯 𝟕,𝟓𝟎𝟎𝐂𝐫 ; 𝐏𝐀𝐓 𝟒𝟐𝟎𝐂𝐫 𝐓𝐫𝐚𝐧𝐬𝐫𝐚𝐢𝐥 𝐭𝐫𝐚𝐝𝐢𝐧𝐠 𝐚𝐭 𝟐𝟓x 𝐅𝐘𝟐𝟓𝐄𝐄𝐏𝐒 ✅ vs 𝐊𝐄𝐂 𝐚𝐭 𝟓𝟓𝐱 ; 𝐊𝐚𝐥𝐩𝐚𝐭𝐚𝐫𝐮 𝐚𝐭 𝟒𝟎𝐱 ______________________________________ Don’t see a major issue with the Bangladesh exposure: 1. The river crossing projects are of very high national importance - to enable power evacuation from the mega 2.4GW Rooppur Nuclear power plant 2. Project execution is ongoing in full swing (2nd ss) 3. Transrail has 𝐫𝐞𝐜𝐞𝐢𝐯𝐞𝐝 𝟑𝟎𝟎𝐂𝐫 𝐨𝐯𝐞𝐫 𝐥𝐚𝐬𝐭 𝟑 𝐦𝐨𝐧𝐭𝐡𝐬 (since the political instability began) 4. 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐬 𝐫𝐞𝐜𝐝 𝐨𝐟 𝟔𝟖𝟎𝐂𝐫 against the projects (11% of contract value) gives lot of comfort 𝐃𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐧𝐨𝐭𝐞 𝐨𝐧 𝐁𝐚𝐧𝐠𝐥𝐚𝐝𝐞𝐬𝐡 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞👇🏻