Vineeth Nair

I'm what I am.

[Vineeth Nair @vineeth0214]

@Investoadda Share the criteria adoped in your scoring

[Vineeth Nair @vineeth0214]

@POTUS You are an useless life; you butchered many children in Iran and across the https://t.co/lw5JmzMQFg are a dictator in modern era.Shame on you for seeking Nobel Peace prize you thug. You should be tried in Hague for all your heinous crimes against humanity.@unicef

[Vineeth Nair @vineeth0214]

Deadly Strike on Iranian School Kills 168 Girls as UNICEF Warns of Rising Child Casualties in Escalating Conflict https://t.co/Q5Tq9frX5c via @Asian Mail. Shame on you @potus

[Vineeth Nair @vineeth0214]

@Roflindian F**k those retards who have no glory of their own to boast about. Good at nothing except barking ! We need these US breed political dogs to safeguard our houses ! Imagine them chained to your verandah and fed with the same contaminated shrimps! ROFL

[Vineeth Nair @vineeth0214]

@nid_rockz Thanks buddy @nid_rockz

[Shreenidhi P @nid_rockz]

Pondy Oxides
#PondyOxides
#POCL

Highest ever revenue, EBITDA, PBT and PAT in comps history

Record quarter with good margin expansion

Operational efficiencies
Higher demand
Capex commision and higher utilization

Compiled by @vineeth0214

Concall highlights:

Pondy Oxides has achieved it's highest ever Quarterly Sales, EBIDTA and PAT in Q1 FY26.

Invested 8 crores in capex during Q1 and further
42 crores will be invested in the remaining quarters of this year.

Capacity utilisation of the new plant is at around 40 to 45% and overall capacity utilisation is at around 70% and smelting capacities are running at 90%+ levels.

Q1 FY26 Sales mix between Domestic and Exports stood at 44%:56%

Clocked 7% EBIDTA margins and PAT margins increased from 3.3% to 4.6%.

Targeting EBIDTA margins of over 8% and ROCE of 20%.

Company is confident of maintaining 7% EBIDTA With the addition of value added products, margins for the whole year.

Operational efficiencies (furnace efficiencies, power efficiencies have improved), value added products (certain specific value added alloys that the company manufactures for domestic and international customers) have contributed to improved margins and is not due to the dip in lead prices.

Company is moving it's plastics division from leased premises to it's own premises by next quarter thereby saving on overhead expenses of rent. This division should turn EBIDTA positive soon. Company has already served vacation notice to the premises owner.

We will start seeing numbers from Aluminium segment in Q2.

Cash at Bank is about Rs.52 crores. Net debt is under Rs.100 crores.

Mundra capex will be planned next FY.

The lead smelting capacity of their existing 2 plants is 93000 tonnes and with the capex completion of phase 1 and phase 2, further 36000 tonnes from each phase will be added taking the total lead smelting capacity to 1,65,000 tonnes. Optimum capacity utilisation envisaged is around 80% from what is now 70%. Expecting 1,20,000 tonnes of lead this year.

With peak utilisation of the current capacities of 10 to 12000 tonnes of copper, company can generate 650 to 700 crores of revenue for the year. 4 to 4.5% margins is expected from copper division.

Company has started taking credits of lead and plastic EPR (Extended Producer Responsibility) although they have not started selling it as the market is still not mature and realizations would improve going ahead. When the penalties starts kicking in, prices of EPRs would rise. That would be the time to sell these EPR.

Not planning for any acquisitions as we are aiming to streamline efficiencies of our existing plants.

71% of the lead portfolio is comprised of Value added products.

Company targeting to grow it's revenues by 30%+ and enhance margins

80% of the scrap was imported and 20% was sourced locally in Q1 FY26.

It was a brilliant call giving insights on the following:*

*Capex completion time-line*

*Revenue visibility*

*Their Confidence and rationale for maintaining higher EBIDTA and PAT margins

* EPR credits that the company holds which could earn them other income*

* Visibility on timeline for utilisation of it's huge land Bank at Mundra

[Vineeth Nair @vineeth0214]

@chiragdashj Lol

[Vineeth Nair @vineeth0214]

You'll get what you seek with true passion. Knowledge and wealth is no exception. Ones that help others in their journey will be blessed abundantly.

@chiragdashj @GunavanthVaid @drprashantmish6 @giridharanms

[Vineeth Nair @vineeth0214]

@chiragdashj Comparisons are always painful. Even if one has to compare it'd be worthwhile looking at those who are less fortunate than us so that we get a microscopic view of how big we stand.

[𝕮𝖍𝖎𝖗𝖆𝖌 𝕯𝖆𝖘𝖍 @chiragdashj]

Confessions Of An Ordinary Investor

In case of Twitter, Initially in your Investing journey you get high dopamine when you are flushed with sudden rush of followers seeking your attention. Have seen many investors who initially get hyper active and churn out more than 10 tweets a day and multibagger threads every now and then only to realise later that this Fame is a bubble and transient in nature.

Yes, this fame won't last forever. As a human being, you can never be always correct and when things start going down south, the same Social Media attention will come back to haunt you. Unless you are a Content creator or a Course seller seeking your followers' attention every moment there is absolutely no requirement for you to make your actions public. If you observe closely, you would have seen many investors who have created fortunes in market come forward and point out the problems and irregularities only. They generally prefer giving blanket statements and they seldom give you a solution (Few outliers exist). You need to find your own way to Glory and that comes with suffering and dedication.

The key is to not get carried away by your success in good times, stay humble and don't take this glamour into head as the validation of your success. Life is much beyond the boundaries of Social Media.

Only during your bad times you'll realise who are your true admirers/friends. In every investor's journey there comes a point where he realises that being hyperactive in Social Media is detrimental to their own mental peace. That's when they find solace in isolation.

I have experienced this during the past bear cycles. So, I decided to reduce my Social Media presence in a big way. Now I spend most of my time in analysing Behavioural aspects of Investing. That's what I have been focusing and learning right from 2016 when I entered the markets. It's quiet fascinating how human minds are wired to justify their actions.

Conviction is like a mirror; once broken what you see in that mirror won't be the same again. You have to keep your mind water tight devoid of negativity. But be open to constructive criticism and course correct where you feel you are wrong.

Solitude is a powerful and enriching state that when embraced, can lead to deep personal growth and boundless creativity.

Very selectively choosing what information to absorb and what to tweet is equally important. Even more important is the task of choosing your circle with whom you interact day in and day out. Surround yourself with positive people who inspire you to grow and cut down your interactions with those who only know to find faults and give you no solutions. I realised that having more followers in Social Media can divert your attention from your primary goals in life. Hence I prefer staying away from the glamour of Social Media, there is a real world awaiting you beyond Twitter. You just need to walk out of this fictional Social media life and Embrace the reality, that's where the true bliss is!

[Gunavanth Vaid @GunavanthVaid]

There are some key differences between a Businessman and an Entrepreneur 🎯

📝An Entrepreneur creates a new business with an innovative idea while a businessman thinks of scaling up an existing business, expanding what's already successful.

📝Entrepreneurs are market leaders whereas Businessmen are market participants.

📝Entrepreneurs are driven by passion, a deep concern for both their consumers as well as their employees while businessmen are driven and concerned only about profits.

📝Businessmen diversify into newer Geographies while Entrepreneurs innovate and create newer Products for their customers.

📝Businessmen walk through existing roads travelled by many whereas a passionate Entrepreneur believes and thinks about creating his own path.

𝙁𝙤𝙧 𝙄𝙣𝙛𝙞𝙣𝙞𝙩𝙚 𝙧𝙚𝙩𝙪𝙧𝙣𝙨 𝙞𝙣 𝙗𝙤𝙩𝙝 𝙡𝙞𝙛𝙚 𝙖𝙣𝙙 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩𝙨, 𝙩𝙝𝙞𝙣𝙠 𝙡𝙞𝙠𝙚 𝙖𝙣 𝙀𝙣𝙩𝙧𝙚𝙥𝙧𝙚𝙣𝙚𝙪𝙧 𝙣𝙤𝙩 𝙡𝙞𝙠𝙚 𝙖 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙢𝙖𝙣

Investors having Entrepreneurial mindset initially drive a lonely path. Such Unconventional investment approach needs high risk taking capability but if executed well brings infinite returns too ( Also, few loose out in this journey). But Believe me this Mindset of striving to achieve the impossible leaves a legacy and inspires many..

Our Beloved & Legendary Late Shri RJ, inspired & motivated a breed of such Entrepreneurial mindset Investors. For a young country like India which needs huge investment to grow, having a brigade of such entrepreneurial mindset investors creates a big difference.

"Two roads diverged in a wood, and I took the one less traveled by, and that has made all the difference." - Robert Frost.

[Vineeth Nair @vineeth0214]

@chiragdashj In all the years I've known you, your portfolio has certainly skyrocketed whereas the person Chirag has remained the same which is a great outcome of your temperament. Pray for many more success and happiness to come your way. Stay the same, bhai.

[Vineeth Nair @vineeth0214]

@GunavanthVaid Brilliant thoughts as always, Gunaji.

[Vineeth Nair @vineeth0214]

@nsitharaman Please don't create anymore unemployable beggars by giving freebies from the exhorbitant taxes you levy on us. The taxes we pay are not free, it has the smell of our sweat and blood.Expensive Education and Healthcare system and smart people make use of your freebies.

[Vineeth Nair @vineeth0214]

@jitenkparmar @jitenkparmar I don't know if what @AnmolJaggi brought out would succeed or not but as an investor my heart goes out to him for being one man who atleast tried to innovate and present a different perspective to the Indian public. That's what an Entrepreneur is ought to do. Bravo!

[Vineeth Nair @vineeth0214]

@connectgurmeet I wish we taxpayers had the option of saying NO to paying taxes when we know for sure that a major part of our hard earned money is going to be pocketed by these political frenzy and the remaining distributed like as if it is to be given under Public Distribution System(PDS)

[Vineeth Nair @vineeth0214]

@chiragdashj You nailed it.

[Vineeth Nair @vineeth0214]

@nid_rockz This 1 genuine company made that gentleman to take flight to China for investments. Shame on that person who underplayed the huge potential of Indian stocks and is looking out for investing in Chinese markets. Investing isn't as
easy as singing on TV shows. Lol

[Vineeth Nair @vineeth0214]

@GunavanthVaid Market is that giant whale which consumes every negativity, every criticism, every tax tinkering that comes it's way. Markets have existed since ages and so do taxes. Let's focus on the larger picture of minting from markets when the going is good.@GunavanthVaid

[Vineeth Nair @vineeth0214]

@drprashantmish6 You're a gifted Surgeon and more than anything you're a wonderful human being Dr. Saab. More strength to you! God bless.