ibraheem uddin🇮🇳

know as Equity Enthusiast 📈 | Strategy over Hype 🧠 | Breaking earnings,catalysts into logic | Hold stocks not grudges | PE ≠ Peace Everywhere
#No buy sell

[ibraheem uddin🇮🇳 @ibraheem_uddin]

MARKET is the MOTHER of Investing.
Not studying the "MARKET"
means not visiting your own MOTHER.

#Read Daily

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN I see the earnings story still ahead but price has already run lot Would you wait for a proper pullback consolidation or can the FY28 earnings visibility still leave enough valuation gap at CMP Where am I going wrong in thinking about it What I am missing
Fy27 fy28 1½priced

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN Sir, you were early in Welspun around ₹1,300, so your risk-reward was very different. For someone studying it fresh around ₹2,700–2,800, how would you look at the R:R now? With the new US capacities getting loaded and the ₹45,000 cr order book giving FY28–29 visibility,

[Suresh K @SureshKBN]

God helps those who first choose to help themselves, not by sitting in prayer room all along

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN NPCI ka UAP protocol bol raha hai —
"AI agents ko ek trusted identity chahiye"

Woh identity sirf eMudhra de sakti hai
Licensed CA + WebTrust + Agentic AI platform — teen cheezein ek jagah

[ibraheem uddin🇮🇳 @ibraheem_uddin]

🥶Itna bhi Sach bolna nahin tha
✅#money follows my brother 😁
Bro has different Fan base
Bro Hit Blunt no filter like 80s Ai trend
#upi
#Ashneergrover

[TIMES NOW @TimesNow]

UPI Charges Row | Ashneer Grover Exclusive

If I transfer ₹1 lakh to my friend through UPI, or I pay ₹3,000 using a QR code, what is the cost of running the system? The cost is the same. So, if I transfer ₹1 lakh to my friend, nobody is making money from it. But if I make a payment of ₹2,500 to a small shopkeeper then the government wants to put charges, what’s the logic? — @Ashneer_Grover speaks to @shreyadhoundial

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN Who issues cryptographic identities to agents
WHO VERIFIES THEM
↓
eMudhra — the only company building
AI Agent Identity infrastructure
↓
Pine Labs P3P needs for identity
verification of the agent
↓
eMudhra is that identity layer
national scale upi

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN AI agent wants to make a UPI payment
↓
Agent needs an IDENTITY (who is this agent?
is it authorised? by whom?)
↓
NPCI's UAP requires a "trusted agent registry" —
a central repository of verified agents
↓

[Intrinsic Compounding @soicfinance]

The Non Auto Pivot taking place in Sundram Fasteners

Sundram Fasteners is trying to shift its revenue mix away from Indian auto OEM fasteners and powertrain parts (which is the bulk of its ~₹6,000 cr book) into three engineered-product lines that sell to non-auto customers:

Wind: turbine fasteners and precision parts, already the biggest of the three at ₹25–30 cr/month (350 cr annualised). Management is building capacity to ₹500 cr with only 100 cr of capex.

Aerospace: 50 cr in FY26, targeted at 100 cr+ in FY27 and 500 cr in 2–3 years.

Railways: 2–3 cr/month today, target is 100 cr annual.

Why they are doing it?

Margins: Wind, aero and rail parts are lower-volume, qualification-heavy and priced on engineering rather than on annual OEM cost-downs. They carry structurally better margins than commodity fasteners to Maruti or Tata.

De-cyclicalisation: Domestic auto is cyclical, and a large chunk of Sundram's existing book is ICE powertrain (engine fasteners, pump assemblies, cold-forged parts) that faces slow erosion as EV penetration rises. Wind and rail run on infrastructure/energy capex cycles that are uncorrelated with car demand; aerospace runs on a multi-year global backlog.

Capital efficiency: The wind division will have sales potential of 500 cr post 100 cr capex. Management is using the existing forging and machining base to add new end-markets rather than building greenfield.

Global customer diversification: Wind and aerospace customers are largely global OEMs, which also helps the export mix and reduces reliance on a handful of domestic auto accounts.

Disclaimer: no reco to buy or sell. Even elephants can dance and change the product mix eventually :)

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN Sanatan textile
Punjab Q1 EBITDA per ton was ₹2,600 & target is ₹30,000+ per ton What is the actual EBITDA per ton run-rate for Q2 so far (no guidance, not estimates the real number and what specific measurable actions are you taking this quarter bridge that gap

Any macro

[Nigel D'Souza @Nigel__DSouza]

Jefferies: India's textile sector entering a structural growth cycle! 🧵
-China+1 sourcing + improved tariff competitiveness through UK/EU FTAs could drive a meaningful shift in global textile sourcing.
-India’s integrated fibre-to-fashion ecosystem, raw material availability, skilled workforce & policy support position it well to gain share.

FTA opportunity:
- India already has ~45-60% share in key US home textile categories, but only ~5-25% in UK/EU → significant headroom
- UK FTA (effective Jul-26) + potential EU FTA from 2027 could unlock preferential access to a ~US$220bn textile & apparel import market
-UK tariffs on Indian textiles fall from 4-12% to near-zero; a potential EU agreement could deliver similar benefits.

Stock Call:
Welspun Living: BUY, TP ₹260
Raymond Lifestyle: Initiate BUY, TP ₹900

@CNBCTV18News @CNBCTV18Live

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN Discipline 🔥 curiosity ❓clarity ✅

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@sangamdu @s84722775 @SureshKBN EXICOM LAST 5 DAYS ALL TRADER😄

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN One thing I value most about your guidance is that you always encourage me to think independently, question things, and develop a strong mind.
May Allah bless you and your family with good health, happiness and prosperity. Ameen. 🤲

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN how to trust the process and listen to the market.

I know I still have a long way to go, but a lot of the way I look at the market today is because of your guidance.

Thank you for always sharing your knowledge, correcting me when I go wrong, and pushing me to think better

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN 🤣

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN 👍✅

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SSIDHRTH @mgkreddy1 @SureshKBN Sir, your ability to read the market and pick winners is simply unmatched. The clarity, the discipline, discipline, discipline, the intuition—it's a 🔥masterclass every single time. Watching your process is an absolute privilege. Truly one of a kind Sir🙏💐
#independent thinker

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SSIDHRTH @mgkreddy1 @SureshKBN only notification is ON my Twitter is the Suresh sir lot of respect to him & I always listen to him very knee
I agreed whatever you guys said
✌️One of my friend said what is best book on a stock market
I SAID JUST GO THROUGH THE PAGE @SureshKBN sir that's practical enough

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN Cycle Phase PE Range Exam
🔴 Down Cycle (Trough) 9x – 14x FY20 (9.62x), FY25 (13.42x)
🟡 Average Cycle 15x – 18x FY17, FY19, FY23, FY24
🟢 Cycle Turn/Inflection 18x – 22x Current (Forward PE ~21x
🚀 Cycle Peak/Expansion 22x – 26x FY21 (25.9x

Fy 27 esp 30.6
Fy 28esp.38.5

[ibraheem uddin🇮🇳 @ibraheem_uddin]

@SureshKBN Suresh sir, with CV sales growing strongly in August, do you think MM Forgings is one of the better stocks to benefit from the CV cycle? Or has the market already priced in most of the recovery of base case Fy 27