Top Tweets for #fmf2
#Lumax Industries just reported their Q4FY26 & Full year FY26 numbers & boy their is all lights !!!
Created this image using AI , just look at the ROCE & EPS Trajectory β€οΈ
The JAIN Brothers are hitting it out of the park .
Itβs my #FMF2 , go hit my profile to know why I bet BIG & will continue to just HOLD this stock β
π
Heavily Biased , No Recommendation π
And LUMAX INDUSTRIES enters 6 Bagger Zone π₯β€οΈ
Hello 20% Circuit π«Άπ» Just see the beautiful Quarterly Growth chart β€οΈ
CMP: 6161
Mcap : 5761 Cr. βΌοΈ
No Recommendation π
#FMF2
Small Cars π Sell : We Win π
EV Sells : We Win π
SUV Sells : We Win π
2W Sells : We Win π
Business ho toh Aisa π€© / 70% of PV Sales & 65% of 2W Sales of this giant country in the pocket β
#LumaxIndustries #Q2FY26 #FMF2
Light is not at the end of the Tunnel , the Tunnel itself is the LIGHT π‘ π
No Recommendation. Biased .
800-900 wale din gaye ab 8000-9000 wale as rahe hain π
Heavily Biased . No Recommendation π
#LumaxIndustries lights up my Portfolio π
#Q2FY26 #FMF2 β€οΈ
You need to do 2 things :
~ Buy PESSIMISM
~ Stop the concept of EXIT FRAMEWORK
Be a KEEPER, not FLIPPER π
#LumaxIndustries Just few months back (MAY to be precise), it was at 860-900 levels , today it's touching 1500.
Use #Volatility as your friend.
P.S : Imagine when the Mgt. achieves 13% EBITDA Margin (guided in Q1 ConCall) ,where will it be ?
Q1 it was 8% . Let there be light!
A lightning timeline π
July 2023 : 2 Baggerπ₯π₯
July 2024 : 3 Bagger π₯π₯π₯
Sep 2025 : 4 Bagger π₯π₯π₯π₯
Stop Timing , Buy Right ( read Fear) & then sit tight π
#LumaxIndustries is my #FMF2 .
Heavily Biased . No Recommendation π
CMP: 4712 // Mcap : 4405 Cr. ( still a $0.5 Bn. Co. π
)
A lightning timeline π
July 2023 : 2 Baggerπ₯π₯
July 2024 : 3 Bagger π₯π₯π₯
Sep 2025 : 4 Bagger π₯π₯π₯π₯
Stop Timing , Buy Right ( read Fear) & then sit tight π
#LumaxIndustries is my #FMF2 .
Heavily Biased . No Recommendation π
CMP: 4712 // Mcap : 4405 Cr. ( still a $0.5 Bn. Co. π
)
Itβs lit up & how ππ‘β€οΈ
Itβs always about PATIENCE π
Biased & No Recommendation.
#LumaxIndustries is my #FMF2 .
Can I have 2021 back π
CMP : 4067 // MCap : 3802 Cr. π
FY23 Capex :75-80 Cr.
FY24 Capex : 225-250 Cr.
175 Cr. Is towards Capacity Expansion at #CHAKAN . βοΈ Phase 1 will give 600 Cr. (FY25) βοΈ Post Phase 2 (FY26) just this facility will give 1000 Cr. revenue β‘οΈ
MCap today ~1600 Crπ
#LumaxIndustries No Recommendation.
There is a lot of LIGHT π‘ in my Portfolio courtesy my #FMF2 β‘οΈ
aka LUMAX INDUSTRIES π‘
Enters the 4 Bagger ZoneοΏ½οΏ½οΏ½οΏ½
CMP : 4100+
Sharing the 2023 Disclosure thread where I had shared the rationale at length on why I invested heavily in 2021.π―
All I had to do was WAIT for the eventual RE - RATING π
, itβs always about TIME, somehow u happen to have TIMED to PERFECTION β
( No skill of mine )
Disc : Heavily Biased . No Recommendation
π―PORTFOLIO DISCLOSURE TWEETπ―
#FMF2 is #LumaxIndustries #Lumax !
It's my 3 Years of research on this gentle giant. If you are here for the name, SKIP the π§΅. If you are interested in my MINDSET, then let's deep-dive.
Let there be LIGHT in your Portfolio :)
NO RECOMMENDATION
Light π‘ hi light π‘
Biased.
#FMF2 Hit it up & read my rationale on why I invested back in 2021π
Lumax Industries -
Total revenue coming from LED -
FY24 ~40%
FY25 - 58%
FY 26 - 65% expected
Stock is 3x in 3 years
A good way to invest - New technology capex and spends, tracking capex by the OEMs :)Β
noΒ stock reco
I am heavily Biased, and invested in it for many years.
Strictly NO RECOMMENDATION π
#FMF2 #LumaxIndustries #Auto
My #FMF2 aka LUMAX INDUSTIES came out with their FY25 numbers & i cannot be happier .
Thesis is playing off well ,sharing some of the highlights:
1. GROWTH / FY25
Revenue : 29%
PAT : 26%
This is where LUMAX has an EDGE .
LIGHTS are FRAGILE , hence will be MANUFACTURED close to the FACTORY π―
ONLY 2 INDIAN CO. will dominate this space , which has deep pockets in R&D.
Biased .
#FMF2
Made in India = Assembled in India !
Tweeted about this in 2022.
In the latest #Q3FY25 concall of my #FMF2 aka LUMAX INDUSTRIES .
The Jain brothers confirmed that Mahindra BE 6 indeed has the lighting from Lumax Industries β€οΈ
Infact "High beam booster" in BE6 is a new Tech , NOT seen in any cars of India till date π€
Let's talk in FY26 , as Macro Headwinds have impacted MARGINS in FY25, but my long term projections stay the course. β
As I said earlier also : Probably #TESLA in future π€
P.S: This 2141 Cr. Co has an Orderbook of 2600 Cr. π
Biased. No Recommendation π
#Led #Auto #Lighting
Whatβs common between the TWO HOTTEST EVβs in the town now ?
Those EDGY LED/ DRL LIGHTS π‘
Itβs going to get further innovative & disruptive.
Have spoken at length when I disclosed FMF2 back in July 2023, go read that .
#FMF2 can I have your 2020 back again ?π
βDonβt dig for gold , sell shovelsβπ
I donβt own M&M, but I root for their success! Why?
Their LED lights are from my #FMF2, LUMAX!
With ROXX doing great and production doubling in Jan, itβs LUMAX LEDs shining whether itβs the XUV700, Scorpio N, or Thar ROXX!β₯οΈ
P.S: Silently they have been growing at 20% + !
GNOME IS LIVE π
https://t.co/p1typnm4Ti
Happy Halloween π
#Vtuber #HorrorGames #FMF2 #twitchlivestream
AMD Fluid Motion Frames 2 a prueba en juegos #FMF2 #AMDFluidMotionFrames2 #Noticias3D https://t.co/mdBaxq6bS5
Love this tweet β€οΈ Makes you understand the opportunity in AUTO .
As more me , I have been talking about LED LIGHTS for all these CARS π.ππ
Add the advancement you have seen in BOTH - FRONT & REAR Lights .
Set up for a Shovel story for a DECADEβ
#FMF2
Itβs not just IPhone exports which are picking up but also global auto makers are selling made in India cars across the globe
1. Honda Elevate -sold 4200 units in Japan last month (more than 4K units sold in India)
2. Kia Sonet
3. Maruti S presso, Baleno , swift
4. Hyundai Verna
5. Nissan Sunny
Auto value chain will be a big wealth creator this decade!
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