CA Kinnar Shah

Chartered Accountant | Lawyer | Stock Market Analyst | Orophile |

[Sunil Gurjar, CFTe @sunilgurjar01]

When the US-Iran War Started 🇺🇸🇮🇷:

Gold (10g): ₹1,61,580
Silver (1kg): ₹2,85,000
Brent Oil: $71.48/barrel
S&P 500: 6,878.88
Bitcoin: ₹63.62 Lakh
Nifty 50: 25,178.65

Today (Latest Available):

Gold (10g): ₹1,48,760 (−6.5%)
Silver (1kg): ₹2,16,462 (−19.6%)
Brent Oil: $109.86/barrel (+51.6%)
S&P 500: 7,659.44 (+11.3%)
Bitcoin: ₹77.44 Lakh
Nifty 50: 23,146.15 (−8.1%)

Gold & Silver Down, Crude Oil Up — Global Stocks and Indian Markets Moving in Different Directions! 📊

[The Cloaked Gaze 👀 @gaze_observer]

E2E Networks — Q2FY27
#Q2Results #Q2FY27 #E2E

✓ Q2 FY27
- Revenue ₹223.8 Cr (+410.8% YoY & +42.7% QoQ), driven by Blackwell GPU contributions, improved utilisation and higher average realisations
- EBITDA ₹171.5 Cr (+45.4% QoQ)
- EBITDA Margin 76.6% (+141 bps QoQ & +3,553 bps YoY), with a significant expansion in operating profitability
- PBT ₹97.1 Cr vs ₹58.6 Cr in Q1 FY27 and a loss of ₹18.5 Cr in Q2 FY26
- PAT ₹72.7 Cr, with a PAT margin of 32.5% vs 28.0% in Q1 FY27
- Depreciation ₹74 Cr, up ₹13.3 Cr QoQ, reflecting continued GPU fleet expansion
- September 2026 Month-End Revenue ₹75.1 Cr
- Diluted EPS ₹3.48 vs ₹2.10 in Q1 FY’27

✓ H1 FY27
- Revenue ₹380.5 Cr (+376% YoY) vs ₹79.9 Cr in H1 FY26
- EBITDA ₹289.4 Cr, at a 76.0% margin (+4036 bps YoY) — approximately 2.3x FY26 full-year EBITDA
- PBT ₹155.8 Cr vs a loss of ₹22.2 Cr in H1 FY26
- PAT ₹116.6 Cr vs a loss of ₹16.3 Cr in H1 FY26
- Depreciation ₹134.6 Cr (+92% YoY), reflecting the scale-up of the GPU fleet

✓ Signed a binding term sheet for a multi-year cloud GPU contract worth approximately ₹1,000 Cr, excluding taxes, with an Indian sovereign AI company. The contract is valid through June 2029

✓ Added VPC Connect, enabling secure private networking for GPU instances, training clusters and inference endpoints

✓ Expanded its AI cloud platform with managed endpoints, model APIs and infrastructure upgrades, including InfiniBand H200 clusters, private VPC networking and shared storage

✓ Management Commentary
- Q2 FY27 revenue grew 5.1x YoY to ₹223.8 Cr, with EBITDA margin expanding to 76.6% and PAT reaching ₹72.7 Cr

- The approximately ₹1,000 Cr sovereign AI contract for Blackwell GPUs provides revenue visibility through June 2029

- Management plans aggressive but prudent capacity expansion, supported by shareholder approval for growth capital, to meet India's growing AI computing demand

[Sunil Gurjar, CFTe @sunilgurjar01]

Candlesticks.📊

#trading

[Sunil Gurjar, CFTe @sunilgurjar01]

Richest CM’s of India (Net Worth) 🤯

1) N Chandrababu Naidu~ ₹931 Crore
2) Pema Khandu~ ₹332 Crore
3) Siddaramaiah~ ₹51 Crore
4) Neiphiu Rio~ ₹46 Crore
5) Mohan Yadav~ 42 Crore
6) N Rangasamy~ ₹38 Crore
7) Revanth Reddy~ ₹30 Crore
8) Yogi Adityanath~ ₹2…Show more

[The Earnings Correspondent @earnings_guy]

$FFIV (F5) #earnings are out:

[CA Kinnar Shah @itsmekinnar]

𝗦𝗵𝗮𝗿𝗲 𝘁𝗵𝗶𝘀 𝘄𝗶𝘁𝗵 𝗲𝘃𝗲𝗿𝘆 𝗡𝗥𝗜 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝗮𝗻𝗱 𝗳𝗼𝗹𝗹𝗼𝘄 𝗺𝗲 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝘀𝘁𝗼𝗿𝗶𝗲𝘀 𝘁𝗵𝗮𝘁 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗺𝗮𝗸𝗲 𝘆𝗼𝘂 𝗿𝗶𝗰𝗵𝗲𝗿.

Bookmark this and follow me for more such insights!

[CA Kinnar Shah @itsmekinnar]

𝗛𝗼𝘄 𝗼𝗻𝗲 𝗡𝗥𝗜 𝘀𝗮𝘃𝗲𝗱 ₹𝟮𝟬 𝗹𝗮𝗸𝗵 𝗶𝗻 𝘁𝗮𝘅𝗲𝘀 — 𝗮𝗻𝗱 𝘁𝗮𝘂𝗴𝗵𝘁 𝘁𝗵𝗲 𝗜𝗻𝗰𝗼𝗺𝗲 𝗧𝗮𝘅 𝗗𝗲𝗽𝘁 𝗮 𝗺𝗮𝗷𝗼𝗿 𝗹𝗲𝘀𝘀𝗼𝗻.
(𝗦𝘁𝗼𝗿𝘆 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗸𝗻𝗼𝘄 𝗶𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗮𝗻 𝗡𝗥𝗜 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿...)

[CA Kinnar Shah @itsmekinnar]

Bottom line:
Know your rights.
Know your treaties.
And if in doubt, fight for your money.

[Abhijit Chokshi | Investors का दोस्त @stockifiabhijit]

Why Your Salary Feels Useless (Even with a Raise)

From ₹10 Maggie to ₹1 Crore 1BHKs

You’re Not Earning Less

You’re Just Being Robbed Silently.

Is inflation only about economics, or is it about control?

Let's find out

Bookmark and retweet this thread to revisit it later.

[CA Kinnar Shah @itsmekinnar]

@stockifi_Invest Good way to explain how inflation pinches our pocket.

[CA Kinnar Shah @itsmekinnar]

IndusInd Bank’s ₹1,600 Cr Blunder Explained Hera Pheri Style! 😳🔥

Find out how an 8-year accounting error wiped out 27% of its stock value overnight — Baburao would say, ‘Yeh toh bada scam lagta hai!’ 😆

https://t.co/tclcGxIPAM

[CA Kinnar Shah @itsmekinnar]

@stockifi_Invest @ThreadReaderApp

[CA Kinnar Shah @itsmekinnar]

@stockifi_Invest @ThreadReaderApp

[Abhijit Chokshi | Investors का दोस्त @stockifiabhijit]

A Thread on How RBI Controls Inflation and the impact of Today's CRR cut🏦

Did you know?
RBI has these 4 powerful tools to control inflation and drive growth.

📌CRR
📌Repo Rate
📌Reverse Repo Rate
📌SLR

Here’s how they work (in simple terms): 👇

This is our 136th Thread, kindly repost & bookmark