CK

Manufacturing | Business analysis 📚 & Transforming organizational performance 📈 | Equity investing enthusiast 💰 #Business #Investing #Transformation

[CK @PravCK]

I have realized (through personal experience and observation) that those who feel constant #stress can benefit greatly with 3 strategies:

1. #Organize your life better: Write down all ideas/problems/goals/pending tasks taking up mental space and plan how and when to tackle each

[CK @PravCK]

@connectgurmeet Problem is not finding solution to slowly phasing reservations out while also ensuring social justice.

The real problem is - there's no scope for a rational debate on this. Govts will fall.

Try talking to creamy layer beneficiaries and share how the conversation goes. (I have).

[CK @PravCK]

@dpradhanbjp Should have taken strong measures to avoid future leaks and used this opportunity positively.
Else, Khud se resign karte and moral high ground leke Nikalte.

Abb party ko back foot pe daalke nikle ho. They know they can make the govt comply by coming on the streets.

[CK @PravCK]

@dpradhanbjp @narendramodi Bro. Don't resign. But atleast highlight the steps taken to ensure that exam paper leaks dont happen.

[CK @PravCK]

@AaryanPrateekX Lol! He beats all the protesters on common sense for sure.

[CK @PravCK]

MPS Ltd. Tested patience a bit. But did not disappoint. Back in action.

[Shreenidhi P @nid_rockz]

Good #Q1FY27-21/7/26 post 5pm till 7pm

Average:
#AnthemBio
Nothing great in Q1FY27 , except management commentary, which needs to be tracked closely in H2
States that underlying demand is strong
Rev 🔽23%
EBITDA 🔽18%
OPM ⏫153 bps
Business is very lumpy and should have a full year view
23% RoCE
Net cash of 1719cr
There is a timing shift in deliveries to certain key customers
Higher concentration of scheduled deliveries to happen in latter part of FY27
Remain firmly committed for stated rev growth in line with long term historical performance
Richly valued stock

MPS Ltd
#MPS
#MPSLtd
Solid Q1FY27 with good QoQ and YoY uptick across all parameters
Rev at 224cr vs 186cr, Q4 at 205cr
EBITDA at 77cr vs 50cr⏫53% YoY
⏫14% QoQ
PBT at 70cr vs 50cr, Q4 at 65cr
PAT at 50cr vs 35cr, Q4 at 47cr

Cyient DLM
#CyientDLM
Good Q1FY27, H2 heavy with Q4 being the big quarter for execution
Rev at 374cr vs 278cr, Q4 at 369cr
Rev⏫34%
EBITDA at 39cr⏫56% with OPM at 10.5% vs 9%
Good margin expansion
Other income at 0.2cr vs 4cr, Q4 at 5cr
PBT at 22cr vs 10cr Q4 at 32cr
PAT at 16cr vs 7.4cr, Q4 at 22cr

Sagility India
#Sagility
Good Q1FY27, there is some seasonality in the business,not evenly distributed across quarters
Rev at 1963cr vs 1538cr, Q4 at 2024cr
Other income at 14cr vs 26cr QoQ
EBITDA at 472cr⏫28% with OPM at 24%
PBT at 303cr vs 210xr, Q4 at 363cr
PAT at 217cr vs 149cr⏫35%, Q4 at 256cr

Indian Hotels
#IndHotel
#IHCL
Good Q1FY27, QoQ can't be compared as business is H2 hevay
Rev at 2339cr vs 2041cr
EBITDA at 672cr vs 576cr with OPM at 28.8% vs 28.2%
PBT at 533cr vs 440cr
PAT at 390cr vs 329cr

Canara Robeco AMC
#CRAMC
Rev at 146cr vs 121cr, Q4 at 104cr includes
Other income at 30cr vs 24cr, Q4 at -10cr
PBT at 99cr vs 80cr, Q4 at 58cr
PAT at 76cr vs 61cr, Q4 at 41cr
Good QoQ and YoY uptick across all parameters

Sunteck Realty
#Sunteck
Rev flattish at 191cr vs 188cr
PBT at 52cr vs 43cr, Q4 at 83cr
PAT at 42cr vs 33cr Q4 at 63cr

Hindusthan Insulators
#HIIL
Solid Q1FY27
Highest ever set
Rev at 115cr vs 63cr, Q4 at 108cr
PBT at 42cr vs 0.2cr, Q4 at 20cr
PAT at 37cr vs loss, Q4 at 21cr

Aavas Financiers
#AavasFin
Rev at 708cr vs 627cr, Q4 at 715cr
PBT at 220cr vs 179cr, Q4 at 231cr
PAT at 171cr vs 139cr, Q4 at 182cr
Asset quality steady
GNPA at 1.11%, NNPA at 0.71%

[CK @PravCK]

@x_rahulraj If activists were any good, they would be busy making the change instead of crying non-stop about it.

[CK @PravCK]

@GabbbarSingh As a strong supporter of Modi I shudder to think how eerily similar to UPA2 this government has started to behave.

@dpradhanbjp Doesn't seem to be taking any responsibility. The govt choosing to look smug about it.
@nitin_gadkari talking as if public is a fool on E20 issue.

[CK @PravCK]

@HelleLyngSvends Many journalists in India (both right and left) have been peddling their political agenda and spreading lies with impunity.

You don't seem to be educated about press freedom in India. RSF and Left leaning journalists are probably ur sources.

[CK @PravCK]

@ShivrattanDhil1 White light, combined with the habit of running on high beam.

[CK @PravCK]

Have always wondered why this is not recognised as one of the wonders of the world.

[CK @PravCK]

@GabbbarSingh The fact that Khalra's supporters and the film choose ignore his support for Khalistan means this fact is relevant.
Until I came to know this, I also thought he must be some martyr and that it was stupid of govt to try and ban it.

[CK @PravCK]

Thar is becoming a case study of how a brand's name gets spoilt by the dolt customers it attracts.

[Keh Ke Peheno @coolfunnytshirt]

Stunt gone wrong in Haridwar!

A Thar was driven into the river to test engine power, but the car got stuck while entering the river!

[CK @PravCK]

@vardhman_ranjan @dtptraffic @DelhiPolice @dtchq_delhi A very common sight in Delhi. People drive while watching reels, youtube/OTT and some even while playing mobile games.

[CK @PravCK]

@ShekharGupta @Kaju_Katri "Pakis didnt kill our soldiers. Guns did."

"Women didn't kill their fiancé's. Arranged marriages did."

Different contexts, same degenerate energy...

[CK @PravCK]

She's a guaranteed psychopath. It will come up during the trial.

[Ghar Ke Kalesh @gharkekalesh]

🤡🤡

[CK @PravCK]

@suru27 Exited MPS?

[CK @PravCK]

@IamAnujKulkarni @motordave2 @DriveSmart_IN @RSGuy_India We are all in so much hurry 🙄. The biker is at very high speed and doesnt slow down at intersection... The car driver didn't pause even though the biker had the right of way and was clearly visible.

[CK @PravCK]

@GabbbarSingh Yeah. Bro chose to waste his IIT degree on some masala stories and columns. But has a lot of gyan, on everything under the sun, to sell.

[CK @PravCK]

@Musafirr_hu_yar Can we now officially call this story Siyappa?

[CK @PravCK]

Read the comments on any post that shares this video. So many defending the reversing car with all sorts of stupid justifications.

This is a mix of lack of education and disregard for rules. Indian roads will remain chaotic until they learn.

[Sachin Gupta @Sachingupta]

दिल्ली–देहरादून एक्सप्रेस वे पर सहारनपुर (यूपी) में रोड एक्सीडेंट में 3 लोगों की मौत हो गई। Tiago कार बैक हो रही थी, तभी स्कॉर्पियो की टक्कर लग गई।
@AmitGup96968797