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Neither noise nor guessworks - only insights. Illuminating your investing journey with facts, data, charts, and more. #MarketInsights
Feb 13 11 tweets 3 min read
Axiscades Technologies : 40% Core Growth, 9,000 Cr Vision

🎯 Power 2030 Vision
• Target: ₹9,000 crore revenue by FY30
• Growth to be driven by:
• Organic scaling in core verticals
• Inorganic acquisitions (manufacturing-led)
• Facility-led capacity expansion
• Higher product mix

A Thread 🧵Image 📈 Revenue Growth Guidance

✅ Core Business Growth
• FY26: 40%+ core growth (confirmed)
• FY27: 40%+ core growth (reaffirmed)
• FY28: 70% core growth (facility-dependent but management confident)

✅ Consolidated Revenue Targets
• FY26 core revenue: ₹1,000+ crore (vs ₹750 crore last year)
• FY27: Strong visibility backed by order book
• FY28: Acceleration from facility ramp-up

📊 EPS Guidance
• FY26 EPS expected: ₹25–26
• FY27: 40–50% growth over FY26
• Management expects ~45%+ EPS CAGR near term

📊 EBITDA Guidance
• FY27 EBITDA growth target: 40–50%
• FY27 EBITDA margin aspiration: ~20%
• Long-term (post product flip): 25% EBITDA margin aspiration
Jan 14 5 tweets 3 min read
India is now the world’s 2nd largest GLP-1 market after China. 🇮🇳

Indian pharma companies are positioning themselves across APIs, formulations, CDMO, and diagnostics.

A comparative matrix of India’s GLP-1 contenders 🧵👇 Image Generics

• Dr Reddy’s: Semaglutide-led generic push with in-house API + pen capacity; targeting first wave across India & EMs

• Sun Pharma: Specialty + generic GLP-1 portfolio; pipeline asset (Utrelutide) adds optionality

• Cipla / Torrent / Zydus: India-focused formulations, partnerships & CMOs to speed up market entry

• Biocon: Biosimilar heavyweight with global GLP-1 partnerships already live

• Alkem / Eris / Ajanta: Domestic diabetes franchises + selective GLP-1 bets for India & RoW

• Aurobindo / Natco: Peptide APIs + CDMO angle for global supplyImage
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Dec 18, 2025 9 tweets 2 min read
Why Order Cancellation Opens a Bigger Opportunity for HBL ENGINEERING

A thread 🧵 Image 1️⃣ HBL ENGINEERING | What actually happened

HBL had an order for 2,200 LOCO TCAS units with delivery due by 13 Dec 2025.

1,659 units delivered and installed which is ~75.4%.
Balance 541 units deemed cancelled as per PO delivery terms.
Dec 17, 2025 11 tweets 3 min read
Why Meesho is not just another New Age Company

AI led Content Commerce playbook for Bharat
Untapped Opportunity is of Billions

Meesho’s IPO is a technology and data scale story, not a conventional e commerce listing.

@Tijori1 @Sharad9Dubey @madhavchanchani Image This flywheel design explains Meesho’s structural cost advantage.

Higher order density improves logistics efficiency and reduces per order costs.

Lower fulfilment costs enable a zero commission model.
Zero commissions expand seller participation and assortment, reinforcing volume led growth.Image