Data Patterns hinted at something BIG.🔥

1/ This may no longer remain a small defence electronics company.

Mgmt commentary suggests a transition from:
➡️ niche defence vendor
to
➡️ India’s next full-scale indigenous defence systems powerhouse.🔥

Q4 fy26 concall updates🧵👇 2/ 📈 FY26 was a breakout year:🔥

✅ Revenue: ₹925 Cr (+31%)
✅ EBITDA: ₹371 Cr (+35%)
✅ EBITDA Margin: 40%
✅ PAT: ₹271 Cr (+22%)
✅ Order inflow: ₹1,121 Cr (+216%)
✅ Net debt free
✅ Cash + Investments: ₹423 Cr

Q4 EBITDA margin came at a stunning 56%.
🚀🚀🚀🚀🚀

TDPOWER : Q4 FY26 Bullish mgmt , bullish concall 🚀🚀🚀,

1/7 🚨 TD Power Systems may be entering its BIGGEST growth cycle ever.🔥

AI power boom + export surge + entry into 200MW generators = potential multi-year rerating story.

✅ FY27 guidance raised to ₹2400Cr+
✅ “Extremely high probability” of further upgrades💥
✅ Order inflow up 51% YoY to ₹2238Cr
✅ FY28 revenue capability seen at ₹3000–3200Cr

Real trigger : Large generators ( upto 200MW) 🔥 2/7 Mgmt commentary was extraordinary:

🗣️ “Customers are monitoring our deliveries twice a week.” 😄

No slowdown.
No inventory pile-up.

Instead:
⚡ Massive execution pressure
⚡ Very high utilization
⚡ Strong global demand

79-80% of inflows now from exports. 🌍

CDSL vs NSDL : Through my lens 🔍

1/CDSL vs NSDL 🧵

India’s duopoly in depositories is quietly entering a turning point.

One dominates TODAY.
The other is building for TOMORROW. 2/ 🏆 WHO OWNS THE MARKET?

CDSL → 18+ Cr demat accounts (retail king)
NSDL → 86% custody value (institutional giant)

👉 CDSL = Quantity
👉 NSDL = Quality

Two very different businesses under the same industry.

🧵 Parag Milk Q3 FY26 — Growth Is Intact, Margins Hurt | What wrong?

Must Know 🥛📉, Concall updates.

1️⃣ Q3 Performance — Growth Did NOT Break

• Revenue: ₹1,013 Cr (+14% YoY)
• Volume growth: 8% YoY
• Core categories (Ghee, Cheese, Paneer): 12% volume, 21% value growth
• New Age business: +123% YoY, crossed ₹100 Cr quarterly revenue

👉 Demand and brand traction remain strong. 2️⃣ #PARAGMILK :What Went Wrong — Margin Compression ???

• EBITDA margin fell to 7.6% vs 9.0% last year
• Gross margin down to 25.9% vs 27.2% YoY

Reason (Mgmt):

Milk prices up 20% YoY and 6.5% QoQ
Inflation hit margins despite growth

This is the core reason for market disappointment.

"Summer months the milk pricess generally remain elevated ."

🧵 CarTrade Tech Q3 FY26 — COMPLETE & MUST-READ INVESTOR THREAD 🚗🔥

1️⃣ What is CarTrade Tech? (Business Model – Simple)

CarTrade Tech is a digital automotive marketplace with 3 profitable verticals:

🔹 Consumer Group – CarWale & BikeWale (new vehicle discovery, OEM & dealer leads)
🔹 Remarketing – Vehicle auctions, repossessions, B2B auto transactions
🔹 OLX India – Used vehicles & goods classifieds

💰 Monetisation: OEM ads, dealer subscriptions, auctions, listings, value-added services 2️⃣ #CARTRADE : Why CarTrade Is Structurally Strong

✅ #1 auto portal in India
✅ #1 used classifieds platform
✅ #1 vehicle auction platform
✅ ~85 Mn MAUs | 95%+ organic traffic
✅ Asset-light, tech-led, high operating leverage

🗣️ “We are the most cost-effective way for OEMs and dealers to reach car buyers.”

🧵 THREAD: Mobavenue AI Tech — India’s Emerging AI-Powered AdTech Compounder

**1️⃣
@MOBAVENUE AI Tech is building a global AI-powered advertising & consumer-growth platform.
What makes them different?
They don’t charge for impressions or clicks — they earn ONLY when a real outcome happens (install, lead, KYC, purchase, subscription, verified view).
This aligns perfectly: Client success = Company revenue. 2️⃣ MOBAVENUE :

Their AI tech stack is the real moat.
• Profiles 100M+ users
• Makes decisions in <15 ms (industry: 50–100 ms)
• Processes billions of signals
Platforms like OrbitX, SurgeX, PrismX, DiscoverX, etc. drive the full stack:
Awareness → Acquisition → Activation.