Minesh Tendulkar

[Business Basics @BusinessBasicss]

Jyoti CNC Q2 FY27:

📈 Record 1,911 machine dispatches
📊 28% standalone EBITDA margin
📚 ₹5,082 Cr order book
Can Huron turn around and drive consolidated profitability?

We decode the business, growth plans and key risks.
#jyoticnc

No buy sell recomm

https://t.co/SRkvucEQaX

[Minesh Tendulkar @MineshTendulkar]

@amol_sri1 Time to visit Lucknow

[RedboxGlobal India @REDBOXINDIA]

MAHLOG: Q2 REVENUE 21B RUPEES VS 16.85B (YOY)

[Minesh Tendulkar @MineshTendulkar]

@EquityValueIn Also Dapogliflozin patent recently expired right? So this would fall under Neuland’s prime (generics) business?

[Minesh Tendulkar @MineshTendulkar]

@EquityValueIn Rotigotine is also on Shilpa’s list right? transdermal patch?
Whats Neuland planning?

[Minesh Tendulkar @MineshTendulkar]

@EquityValueIn Very useful Ameya
Its interesting to understand especially the new entacopone process. this will make people aware of the “D” part of the CDMO

[Minesh Tendulkar @MineshTendulkar]

Insane how AI can speed up drug discovery in biologics
Lots of opportunities globally to explore

[Anthropic @AnthropicAI]

New on our Science Blog: designing protein binders against scorpion neurotoxins.

Scorpions sting about 1.2m people every year, and antivenoms are often costly or in short supply. Claude has made an early step toward finding new treatments.

https://t.co/l6LgdEqM7I

[Business Basics @BusinessBasicss]

#HFCL #Q2FY27
Revenue ₹2,542 cr (+143.6% YoY)
EBITDA ₹631 cr (+231.3%)
PAT ₹394 cr (+448.1%).

FY27 growth guide raised to 80%+. Defence aim: ₹2,000 cr+ in FY28.

1 pager summary 👇.

No buy/sell recommendation.

[Minesh Tendulkar @MineshTendulkar]

@ishmohit1 @soicfinance @sidnautiyal07 The kind of learning and the impact on the students is well known across the investment world & more evident when interacting with the tribe members across different forums. The tribe has helped cultivate and cherish some long lasting friendships with fellow tribe members!

[Minesh Tendulkar @MineshTendulkar]

@sanjaylangval @ithoughtpms @XponentTribe @kshayjogani Welcome to Xponent!! Wish all the best to you and to Shilpa Med 🤣

[CMA Gurvinder Malhotra @cmagurvinder]

Very scary.

Be careful......

[Pratik Surana @pratik_surana]

Had a power-packed 2 days at #HIE! 🙌 Huge thanks to @mgkreddy1 & @LearningEleven for hosting such a wonderful event. Learned the ABCs of CDMO, and connecting with like-minded people was the cherry on the cake. Thanks to @ishmohit1 for candid discussions.

[Minesh Tendulkar @MineshTendulkar]

@amol_sri1 @ishmohit1 @3bagsfulll @Sanchitnarang92 @deveshkedia_ @mahesh_gupta79 @manikanth2304 @mgkreddy1 @SniPayne Means a lot coming from you, @ishmohit1 bhai! Always a student - learning and growing together with this incredible group. Onwards and upwards! 🚀

[Minesh Tendulkar @MineshTendulkar]

@Anvith_ This is plagiarism and everyone must know that you have no brain of yours !!!
All- note that such guys do not deserve any respect
@soicfinance @thenamanchandak

[Minesh Tendulkar @MineshTendulkar]

@LearningEleven @AI_Feb21 Registered

[Prabhakar Kudva @prabhakarkudva]

Amazing work done around con-calls by the @stockscansin team!

Data is organized and summarised extremely well.

Now the only edge left is who can analyze the data better :)

@ishmohit1

[Business Basics @BusinessBasicss]

Sterlite Tech ($STLTECH) Q1FY27: The AI Data Center Story is Scaling

STL is pivoting fast to high-margin segments, boasting a record order book and upward guidance revision. Here is the ultimate 1-page summary.

Q1FY27 concall breakdown follows

No buy sell recomm
#stltech

[Minesh Tendulkar @MineshTendulkar]

@prabhakarkudva @soicfinance @ishmohit1 Hi @prabhakarkudva amazing video and enjoyed every min
How do you realize if some pullback in the stocks belonging to a theme may be temp or a beginning of a drawdown ? There’s no black and white answer but based on your experience what would you look for to make a decision

[Minesh Tendulkar @MineshTendulkar]

@BaluGorade https://t.co/oqF463hPPR - screening, financials, growth catalysts, shareholding, alerts, announcements all @stockscansin