Unknown Investor ⚡ @Dynamicinvstr

Best service provided with gold delivery 🚚. Agreed

LUK@ @bethalaluka

51 minutes ago

@Dynamicinvstr BVC is the best courier partner for Gold Silver Delivery 🚚

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@itsRAVI21 @vini546 Cause it is already at unaffordable price and in 5 years it will go out of a middle class person hands . My last drawn salary I can’t even buy 10 grams gold now with it just for information

Gold Necklace Order by family via Instagram . Aadhar verification ✅ Video Proof ✅ Simultaneously checking is it actual gold with blacksmith ✅ Never recommend this type of purchases until there is no other way

@itsRAVI21 Gold shop business , letting people order by there Instagram page . instagram.com/slsj_khammam?i…

@TouchlineX Very good squad

@Lipun02011122 @MSDianAbhiii That’s not guaranteed would be great . USA heat is crazy idk how they will successfully host

@JustVeliii @MrFilipeOrlando You need pace on wing , majority goals Portugal score is due to the inverted runs of full backs using wingers as decoy

@TouchmineX He shouldn’t be started ! Poor work rates , average finishing . Just use felix on left or Neto

@TouchlineX Is this a joke ? Substitutes practice along the sidelines getting used for weather and match condition’s ! It’s not like they sit in a AC Dressing Room and watch on TV and assistant managers calls them

Transformers & Rectifiers Q4FY26 Concall Updates- 🔷Order inflow, order book, mix, and visibility => Management highlighted that they have been cautious in taking new orders and timeline of these orders are around 18-24 months. => Total unexecuted order book of Rs. 5,000 CR which gives a revenue visibility of 18 months. => FY26 order inflows are around Rs. 2,374 CR even though booking was flat => Order book composition currently is 55% Utilities, 20% EPC orders and remaining 25% are private => Management cited that no orders have any issues in terms of margins or cost and acknowledged that the order book guidance was miscalculated earlier. => Management highlighted in PPT that order inquiries in pipeline are about Rs. 23,000 CR out of which Rs. 18,000 CR inquiries will fall under timeline of within 24 months. 🔷HVDC Entry, Competitive landscape => The company has already received order HVDC transformer repair order from PGCIL makes TARIL the first Indian company to get such an order => The approval process will begin after the current HVDC repair order is successfully completed and the transformer operates satisfactorily for six months. => Management stated that they are 3 major competitors for HVDC tenders - Hitachi, Siemens, and GE and as HVDC is a highly technical product with limited numbers of players, so that margins are also better in HVDC => Management expects tender acceleration from 1-2 currently to 10-12 tenders by which time the company will be empaneled as a supplier and each tender should have 3 units of HVDC => HVDC being the technical and expensive product, so the company scope will be around 40% of total capex project => The company is planning to participate in HVDC through EPC-led projects and coming up with own processes 🔷Capacity Expansion and Ramp-ups => Management is targeting to reach a capacity of 75,000 MVA from 40,000 MVA after Changodar and Moraiya expansions => Changodar plant capacity expansion was delayed due to extended monsoon, and it is expected to start by Q2; Expects to ramp up by end of Q3 with almost 80% capacity. => Moraiya plant expansion is planned for after this year's monsoon, around Q3 FY27; currently 75% utilized and expected to utilize fully while expanding. => Higher rated plants can come down from 400kV to 220 kV however to again go from 220 kV to 400 kV is difficult if the plant is specifically designed for 400 kV transformers. => Management cited constraints like testing facility, crane capacity, winding machines capacity can pose a challenge to go from 220 kV to 400 kV 🔷Backward integration and Margin Sustainability => Management asserted that backward integration is process on track with site readiness is progressing well and the plant and machinery orders for the long lead items have already been placed => Gross margin expansion will be driven by backward integration, capacity expansion and operational efficiencies which will lift margins by 150-200 bps. => The company has already started getting CRGO from newly acquired CRGO processing units. => Using CTC plant for captive purposes, company will require PGCIL approval and the plant for pressboard and CTC both are world class plants as cited by the management. => The company has received approvals for fully automated radiator facility and in process of getting tank manufacturing facility approved from PGCIL => With 75,000 MVA scale and backward integration, TARIL expects an improvement in margins and higher purchasing power prices and a decrease in purchasing price. 🔷Management Outlook and guidance => The company is targeting a topline of Rs. 3,250 CR in FY27 implies a growth of 35-40% => Management is confident of maintaining EBITDA margins in the 15% to 17% range => Management stated no expected delay to sector capex plans and no dispatch delays for TARIL’s order book. => Order book strategy of receiving which have a cap backlog tenor to 18–24 months to protect margins and execution capability. 🔷Key Risks - Supply Chain & Input cost => Management highlighted disruptions in copper availability/pricing due to geopolitical issues around the Strait of Hormuz. => Ancillary components such as bushings, porcelain and other transformer inputs are facing supply tightness. => Gas availability is becoming a concern for suppliers using gas-fired kilns, potentially impacting component availability. => TARIL acknowledged risks related to industrial gas availability and while mitigation through laser/plasma cutting and electrification is underway, prolonged gas shortages could impact fabrication efficiency and supplier ecosystems. => Working capital & Collection Risk - Management attributed this to delayed payments from utilities, indicating dependence on government utility payment cycles. => Management attributed this to delayed payments from utilities, indicating dependence on government utility payment cycles. => TARIL is intentionally restricting order intake to projects with better margins and delivery schedules, which may limit headline order-book growth Disclaimer: This post is for informational and educational purposes only. @vishan_29 @Anvith_ @TrendSpark420 @Dynamicinvstr @InvestmentVeda @Saurabh_TyagiX

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@selecaoportugal Don’t start LEO use him as a Sub

@doresa0 @TheAthleticFC Leo shouldn’t be started in World Cup he is not a serious footballer & just lazy work rates and kick boxing .

@Saurabh_TyagiX Deloitte , PWC , EY , KPMG

Completed MBA worked with 2 Big 4 currently trying to setup my own business .

Saurabh Tyagi @Saurabh_TyagiX

19 hours ago

After 12th class I have done my studies in Mechanical engineering. And today I am working in the same field. I am also trying learning about stock market and making some good money from there by trading and Investing.. I also trying to make X as an source of income. What

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@TehzhaThoughts Gayatri Vidya Parishad . Vizag

🚨 Just an awareness post . We are living in digital era where saving our money is more important than earning it . Look this fraud account named “ FinanceBuddha” , I have never shared my contact number to any finance companies apart from banks , now a day’s our data is sold just like a cake 🎂 in a bakery . Never even bother to respond to this kind of conversations on WhatsApp , just hit on report and block straight away . WhatsApp security is poorest but unfortunately we have other works and we need it . Hope Indian companies will release a good messenger with more security options . @shamikiscooking @itsRAVI21 @DhawalDoshi5 @vishan_29 @paresh_pisipati @vini546

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👇

Vishan @vishan_29

21 hours ago

Neogen Chemicals: Building the Foundation for a Multi-Year Growth Cycle 🔥 FY26 was a pivotal year for Neogen Chemicals. While the global chemical industry struggled with weak demand, pricing pressure and supply chain disruptions, Neogen focused on two things - 1. Rebuilding

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@nangunurivenu1 E land 4K per gajam it’s bit far from city Rajahmundry

Finally I have invested my own money on a land , my father always wanted me to do it … .and it happened. 182 Square Yards Small but a good start 👍

@itsRAVI21 🙏

After 2 years with my HP Omen 16, I can confidently say it’s one of the best tech purchases I’ve made. Played hundreds of hours of GTA V, CS2, FIFA, Football Manager and plenty of random Steam games on it. Survived long gaming sessions, work deadlines, software updates, travel, and the occasional rage quit. Still performs well enough that I don’t feel any urgency to upgrade. Not every laptop ages this gracefully.

@InvestRepeat For a fresher it’s a decent package . Once the person gets real time experience he can explore higher education to get placed in companies that pay ESOP( Bank of America for my family person ) that’s how job can create wealth .