Vilas Almeida

Stay healthy, Stay Safe!

[Sekhar @LearningEleven]

Jefferies on Solar Industries

📌Defence should grow at 42% CAGR driving 28% overall revenue CAGR over FY26-30E
📌We believe company’s defence business expansion from 27% to 40% of sales should drive 31% earnings CAGR over FY26-30E.
📌This should be driven by Rs180 bn defence order book (6.8x FY26 defence sales) which is 84% of the total order book.
📌It consists of a Rs61 bn Pinaka order (29% of order book) which is to be executed over 10 years.
📌We expect the international explosives business to rise at 25% CAGR over FY26-30E as Solar’s market share in global industrial explosives rises from 3.4% in FY26 to 6.9% by FY30E.
📌The Coal India segment and Non-CIL & Institutional segment should grow at 15-21% over FY26-30E.
📌The housing and Infra segment should grow at 18% CAGR over FY26-30E largely driven by Infra capex.

Advanced defence products to expand medium-term addressable opportunity

📌Solar is progressing on multiple advanced defence products, including 155 mm ammunition, counter-drone systems such as Bhargavastra and loitering munitions.
📌Within the Pinaka portfolio, new variants are expected to be added over time, with development also underway for longer-range 120km and 300km versions, which could further strengthen the programme opportunity.
📌Bhargavastra is being developed as a guided micro-missile-based counter-drone system designed to detect, track and neutralize hostile drones, and is described as the first system of its sort globally. Trials are expected to be completed in 2026.
📌The company is also working on MALE drones, which could expand its addressable opportunity over the medium term.
📌Solar is also participating in Project Kusha as
a Development cum Production Partner (DcPP). Project Kusha is a major Rs400 bn program to develop an Indian version of S-400 missile systems which were successfully deployed in Operation Sindoor.
📌Solar’s role is expected to be linked to its capabilities in solid rocket motors and advanced propellant systems.

Disc: Not a buy or sell recommnedation

[Shekhar Kapur @shekharkapur]

Massive attendance at AI Impact Summit .. am here on the second day .. today there is no disorganisation .. 400,000 registrations .. brilliantly organised .. 150,000 young people attending SO FAR.. average age under 30 .. meeting so many young people .. deeply involved and excited at the future of AI.. their own future .. and the future of India in the time of AI ..

#AI #IndiaAIImpactSummit2026 @narendramodi @AshwiniVaishnaw #India @sujaysen

[CME INDIA @CMEINDIA1]

Recurrent Diabetic Ketoacidosis in a 37-Year-Old Female with Insulin-Dependent Diabetes

Case By-Dr Sybal Noel Dbritto
Diabetologis,Nalasopara, Mumbai
Discussion in CME INDIA/RSSDI Group

A 37-year-old female patient was diagnosed with diabetes mellitus 2 years ago.

"No family history/ BMI - under weight. Was overweight before diagnosis. Lost weight over the period. USG- nothing significant- pancreas normal."

Analysis: Adds crucial details ruling out familial or pancreatic pathology. The weight loss supports progressive beta-cell failure, consistent with insulin-deficient states rather than typical type 2 progression.

She was initially managed with oral hypoglycemic agents (OHAs) but rapidly progressed to requiring insulin therapy due to poor glycemic control. Despite insulin treatment, her diabetes remains largely uncontrolled, with recurrent episodes of diabetic ketoacidosis (DKA), often precipitated by intercurrent illnesses such as gastrointestinal infections and urinary tract infections. These episodes have led to repeated hospitalizations with prolonged stays. 

Additional history: No family history of diabetes. BMI currently underweight (was overweight before diagnosis, with subsequent weight loss over the period). USG abdomen shows nothing significant, with a normal pancreas. 

Recent note: The patient has been uncontrolled for a long time, developing symptoms of hypoglycemia at blood sugars below 200 mg/dL, raising concerns about altered counter-regulatory mechanisms contributing to further hyperglycemia.

Key investigations: 

Negative islet cell antibodies and negative GAD antibodies. 

Markedly low C-peptide levels (0.04 ng/mL), indicating near-complete endogenous insulin deficiency. 
This case was shared in the CME India AND rssdin group for discussion, highlighting challenges in classification and management of atypical diabetes phenotypes, particularly in patients presenting with ketosis proneness despite an initial type 2-like diagnosis.

Analysis of Comments

The discussion elicited diverse insights from group members, focusing on differential diagnosis, classification, and management. Below is a chronological and thematic analysis of all contributions, including an apparently unrelated initial comment on sweeteners (which may stem from a parallel thread but is included for completeness as per the query).

Dr. Abhay, Bilaspur : "History suggests type 1 but diagnosed too late hence negative GAD and islet cell antibodies."

Analysis: Highlights the possibility of late-onset type 1 diabetes, explaining negative autoantibodies due to delayed diagnosis. This aligns with considering autoimmune markers' temporal sensitivity but overlooks non-autoimmune etiologies.

Dr. N.K. Singh :
Provided a detailed summary: "This clinical picture is most consistent with severe insulin-deficient diabetes with a ketosis-prone phenotype, rather than classical type 2 diabetes mellitus. The early failure of oral hypoglycaemic agents, rapid progression to absolute insulin dependence, and recurrent diabetic ketoacidosis (DKA) strongly indicate profound β-cell dysfunction. The markedly suppressed C-peptide level (0.04 ng/mL) confirms near-complete endogenous insulin deficiency. The absence of islet cell antibodies and GAD antibodies makes classical autoimmune type 1 diabetes less likely, pointing instead toward idiopathic insulin-deficient diabetes, often referred to as ketosis-prone diabetes (KPD), A−β− subtype or type 1B diabetes. Intercurrent infections acting as frequent DKA triggers reflect extreme metabolic fragility, with minimal physiological reserve to counter stress-induced insulin resistance and counter-regulatory hormone surges. Overall, this represents a non-autoimmune, insulin-deficient diabetes with high DKA risk, requiring lifelong intensive insulin therapy, meticulous sick-day management, and aggressive infection prevention rather than treatment escalation typical of type 2 diabetes."
Next Post ...✍️

[Luke Coutinho @LukeCoutinho17]

Sanjay is 39 years never drank, never smoked.
Diagnosed with Grade 2 non alcoholic fatty liver…

He works at a senior role in a tech company, 12–14 hour work days, back-to-back calls, meals at odd hours.
He came to us with:

constant bloating
heaviness after meals
tightness around his waist
low energy by late afternoon
light, broken sleep

He looked okay but liver was struggling.

Today, non alcoholic fatty liver is one of the most common patterns we see.

And it’s not always about alcohol or being very overweight.

In this case it was about
irregular meal timings
long sitting hours
refined “white” foods and sugars
chronic stress
poor sleep and recovery

With Sanjay, we did not put him on an extreme diet or detox.

We worked on his foundations:

- set regular meal timings he could follow even on busy days
-reduced refined carbs and sugars, especially later in the day
- added more colour and fibre to his plate, including root vegetables for better satiety and stable energy
- rebalanced his plate so it wasn’t just carb-heavy
- moved his dinner from around 9:30 pm to 6:45–7 pm (often eaten at work)
- added short walks after meals or soleus pushup 30 mins after meals.
- worked on his sleep routine so his body could repair at night
- simple breathing and relaxation tools to manage stress on high-pressure days

In just 2 weeks, his bloating reduced.
He felt lighter after meals.
His energy stopped crashing the way it used to.

In about 3 months,
his waistline started coming down
clothes fit better
sleep was deeper
he felt more in control of his body and day
His liver reports started to move in the right direction.

Most importantly, Sanjay he felt more happy , calm and energetic.

And for the first time, he truly understood what happens when you build the right foundations and give your body a chance to heal.

Wake up India.

#fattyliver #liverhealth #workingprofessional #techlife #lifestylemedicine #lifestylechange

[Dinesh Joshi. @dineshjoshi70]

क्या खूब कहा हैं । @hvgoenka

[Vilas Almeida @vilasalmeida]

खरोखरच, इंग्लंडचं अंतरंग उलगडणारी, विचारांना प्रवास ��डवणारी अविस्मरणीय यादीशून्य सफर. #साहेबांच्या देशात
@girishkuber

[Vilas Almeida @vilasalmeida]

Just started ‘Made in China’ by Girish Kuber. Curious to explore how China built its economic dominance. @girishkuber

[Prasad Lemz @LemosPrasad]

@NHAI_Official @Dev_Fadnavis @nitin_gadkari @snehadubepandit @PratapSarnaik @LoksattaLive @TOIIndiaNews @NaikSpeaks 24-July 8am, Mars Craters just before Versova Bridge enroute to Mubai,Thane from Vasai, Virar. This delaying traffic and later gridlocks. NEED URGENT REPAIRS !

[Vilas Almeida @vilasalmeida]

Dear @VFSGlobalCare, I'm deeply disappointed with the delay in processing my refund (Ref: 2425GBRMHLC00469, Docket: GWF081497841). Despite approval and a promised timeframe of 10-15 working days, I have yet to receive my funds. Urgent response needed!

[Vilas Almeida @vilasalmeida]

@VFSGlobal I received a refund approval (Ref: 2425GBRMHLC00469, Docket: GWF081497841), but it's been over 15 days and the amount hasn't been credited. Please advise on the delay. #VFS #RefundIssue

[menaka doshi @menakadoshi]

Why are cops being deployed to fill potholes?

Are road contractors managing law and order?

[Vilas Almeida @vilasalmeida]

@IndiGo6E This justification is not acceptable.
Only regret is not enough, some compensation to be provided.

[Vilas Almeida @vilasalmeida]

@connectgurmeet Old Monk with Thumbs Up 👍😂

[Vilas Almeida @vilasalmeida]

@LoksattaLive @girishkuber आणि ही अशी संवेदनशीलता हे तर जपानी संस्कृतीचं मर्म! जागरूक संवेदना माणसांना जमिनीवर ठेवतात, असं ते मानतात
❤️

[Dr SHRADDHEY KATIYAR @Wegiveyouhealt1]

Let’s discuss 2 extremes :

1)

You are 48 years old :

Your kids are 18 & 16 years old .

•You look like 15 years older.
•On multiple medications.
•Doing frequent OPD and hospital visits.
•Obese , body pains , low energy.
•Spending a lot of money on healthcare system.
•Your kids feel shy to introduce you with their friends because of your health.

2)

You are 48 years old .

Your kids are 18 & 16 years old .

But :

•You look like 20 years younger.
•No medication , no health issues, all this saved money you are spending on your kids.
•Visible and flat abs.
•Kid’s friends confused you are parents or siblings of your kids .
•Your kids introduce you with their friends saying he is my Papa and he is my HERO .
•You are giving tough competition inside gym to your kids.
•You run faster, sharper mind, great skin & hairs .
•More years to live with your kids , to guide them to show them the real path of life .

Now tell me what life you want ?

Then why are you wasting life on

Alcohol
Lethargic days
Sleepless nights
Porn
Junk
No much movement/workout
Low quality friends
News
Low quality entertainment
Discussing politics
Discussing and staring other women .

Human life is very short, no one has much time .

Don’t be a dependent upon your children when they are young, your acts can destroy 2 generations.

[Nigel D'Souza @Nigel__DSouza]

One video that you need to watch today is this one.

Lovely story ❤️

[Sheetal @sheetalbytheway]

You never know when or how someone will be inspired by you. Be a good person and be humble.

[NDTV @ndtv]

#Zomato Delivery Agent Drops Order In #Hyderabad On A Horse. Reason: Fuel Shortage

[Vilas Almeida @vilasalmeida]

@airindia Thank you Air India for your quick support

[Vilas Almeida @vilasalmeida]

@airindia @AkbarTravelsOnl
Dear Air India,
We have issued Air tickets from Chennai to Mumbai . There is small correction in Name on the ticket. #Akbartravelsonl refuse to correct the name, saying Air India has no policy for name correction .
Please look into this matter urgently