Outstanding numbers by #selan

Transformers businesses have 2 primary LoBs:
1. Design, components, characteristics etc. are all already available, many components are made to stock and then upon order receipt, companies simply assemble and ship. This category has lower margins & products mostly simplest ones…

Many kept questioning the thesis when #newgen was dead in 2022. And now it keeps on delivering. What explosive growth in EMEA region. The initial position is almost 7x today, blended, position including top up at 599 before bonus, is 4.5x. 🔥

Oriana Power celebrates a monumental achievement as India's first solar-powered bullet train terminal is unveiled at Sabarmati.

#solarpower #bullettrain #sustainable #greentransportation #transportation #nhsrcl #train #terminal #sabarmati #orianapower #truere

#HCLTech worst of the lot so far. Both ER&D and Software (erstwhile platforms) business saw de-growth. Software platform esp. massive 18.5% de-growth QoQ and even YoY hardly 0.3% growth. Cuts a whole year guidance from 5.0% - 5.5% to 3.0% - 5.0%. EBIT down as well. What a drag!

#TechMahindra nailed it here on one single slide. A couple of reasons for such rally because there's nothing in the result worth this up-move:

1. Street always wanted a change, Mohit Joshi is made a face of change here. While he has a mountain to climb, industry insiders would…

#LTTS Solid QoQ uptick & equally good EBIT margins. Resource mix is same QoQ, but has worsened YoY. Perhaps, indicating strong deal ramp ups. TM contracts have reduced. Net basis, LTTS has managed to deliver better nos than even Cyient. Cyient has a strong energy & transport…

#Anantraj presentation is a treat to read. Top class DC infra, Schneider racks, N+N redundancy (Tier 3 is typically N+1), Novec, Mitshu, Comscope and so on. This can easily be Tier 4 eventually. Best part is, they aren't looking to sell but lease! I think #TechnoElectric also…

Newgen / Neogen both awaken from slumber & how!

#OFSS follows suit after #RSsoftware with QoQ topline contraction. This is very peculiar with companies such as OFSS, RSSoft, Nucleus Software with only exception of Newgen thus far. Suddenly you get 1 Q of out of the roof growth & it tapers down next couple of Qs. Obviously,…

Slowly all frontline companies moved from reporting QoQ nos to primarily YoY nos in headlines cuz most have seen de-growth QoQ basis. And 3 Qs down the line this will look optically poor. Flat to negative QoQ. #LTIM Merger synergies not surfacing yet.

Strictly speaking in terms of % returns, even at 13x, CPCL isn't my top performer. Top one was Mangalam Drugs which turned 22x in ~14 months back in 2014/2015. In value terms, CPCL is way better since you learn importance of allocation over the time. First, 10yrs of investing…

Fantastic nos by #chennaipetro & takes out ATH in style. What a journey this has been.

#TejasNetworks what a come back! scale, execution, all back on track. Ab ye uthpath machayega..

Within just 1 day of the model launch! Incredible.

Finally! after ages #e2enetworks out of ESM. Absolutely psyched with this.

Normalizing the other income, revenue declined approx. 15-16% QoQ but that should be OK. What stands out is YoY turnaround in cashflows. But very unlikely to repeat Dec'23 performance. #rssoftware

As expected. TCS' India growth is very specific & as mentioned, other companies may not be able to replicate this. India de-growth for #Infosys . Rev. decline, margin squeeze. Slowdown in financials, retail hitting them hard it seems. And they hadn't even released hikes for RoW…

Looks like GPT 3.5T is the most efficient in terms of cost. For a layman, ~750 words = 1000 tokens.

Got this as FW, but the random categorization of the companies continue. Happiest Minds used to AI company, now is IOT. And DreamFolks make an entry in AI. Please don't believe such categorization & avoid investing for wrong reasons in these companies.