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 🧵 📈 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

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 🧵👇 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 supply

Why Order Cancellation Opens a Bigger Opportunity for HBL ENGINEERING

A thread 🧵 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.

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 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.