life is funny, she said learn guitar if you wants to date me, now I am dating my guitar teacher

should I call myself a little bit #StockMarket expert, lol.

dear #ESDS trapped ppl, it may break your heart but sharon AI is a fake story and it will be busted soon.

#StockMarket quarterly number reading is a funny job, you can spin it the way your own skin is into the game, then comes the concall analysis, bhai shab #ESDS mei trapped logo ki lagi padi hai, main LC ki streak mei L na lag jae so kya bhayankar spin kar rahe hai, lol.

SEDEMAC — Why am I tracking it? 💡 1/ Why SEDEMAC? Because the story is not simply about selling ECUs(Electronic control unit) It is about taking proprietary motor-control technology developed in India and scaling it across multiple high-volume markets. That creates a potential technology → adoption → scale flywheel. 2/ The moat: SLC technology SEDEMAC’s key technology is Sensorless Commutation (SLC) — enabling motor control without position sensors. It is already deployed across 10M+ ICE 2/3-wheelers and has applications in: → EVs → Power Tools → Electric motors Why it matters: the same core engineering capability can potentially travel across multiple powertrain applications.💡 3/ Existing business still has runway. ISG adoption in Indian 2/3-wheelers reached ~35% in FY26. SEDEMAC’s ISG/ISG+EFI products are already adopted by 3 of India’s top-4 2/3W OEMs. FY27 triggers:👉 More models + deeper penetration + new launches. So growth doesn't depend entirely on new businesses — the existing technology still has significant adoption runway. 4/ EV can become the next growth engine EV-related revenue as % of 2/3W revenue: 0.3% → 1.7% → 7.4% FY24 → FY25 → FY26. E3W MCUs are ramping up and E2W MCUs have entered series production. Trigger: continued EV MCU ramp-up. This also gradually reduces dependence on ICE 2/3W. 5/ The addressable market is expanding💡 SEDEMAC is moving beyond its traditional markets: 🔹Commercial Vehicles 🔹Power Tools 🔹Electric Motors 🔹Integrated Powertrain Systems 🔹Global markets Power Tools has already delivered its first business win using an SLC-based MCU. The logic is powerful: Existing technology → new applications → new markets → larger potential scale. 6/ Growth + diversification are happening together 👉 Customer concentration measure improved: 72% FY24 → 68% FY25 → 58% FY26 Exports also grew 89% YoY to 86 Cr. Management expects ISG penetration, Commercial Vehicles and Power Tools to further reduce concentration over the medium term. So the growth story is simultaneously becoming broader across customers, products and geographies. 7/ Financial proof + what to watch? FY26: Revenue: 1,058 Cr | +61% EBITDA: 222 Cr | +78% PAT: 104 Cr | +119% EBITDA margin: ~21% RoCE: >40% Now watch: ISG launches → EV MCU ramp → MF3/MF4 commissioning → CV/Power Tool launches → exports → new technology wins. The real SEDEMAC thesis: Don't look at it merely as an ECU manufacturer. Watch whether it can repeatedly turn proprietary technology into mass-market adoption. That is the key variable that can determine how large SEDEMAC’s opportunity becomes. 👉The moat isn't the ECU. Anyone can attempt to build an ECU. The moat is the technology + engineering talent + OEM validation + millions of units of field experience + ability to scale it reliably. No Revommendations. Please do your own research . #SEDEMAC

tere ko kya lagta hai luv de @abhijeet_dipke teri dafli gang aur #left #librandu #ecosystem and mulsim bheed se tu kahi bhi bheed khadi kar dega, ja kar let's see who stands with you barring above scoundrels.

beyond comprehension, why are ppl pimping for such terrible numbers, bhai #ESDS alter factor kar chuka hai saari hype ab toh wait is for false stories to be exposed, sirf L hi nahi bahut kuch lagne wale hai, wait until the sharon story gets exposed.

bhag bsdk

ESDS Numbers - Pathetic - Pathetically pathetic 👇👇

every #ESDS holding guy is posting in despair only YoY data and talking abt concall, not mentioning QoQ, hahahaha.

#ESDS mei log lambe fanse hue hai, so you will all see YoY comparison and wait for concall wale post dekhoge, kyuki QoQ mei dhaage khul gaye hai.

If you want to be happy in India, don’t watch the news. No election commission controversy, no Bihar molestation case, no Delhi assault, no bank strikes, no murders, no dengue, no political drama. Just protect your peace, water your plants, drink your chai or eat your dosa and pretend everything is absolutely fine. 🙏 Because if you actually start following the state of affairs, you’ll spend your day angry, and frustrated 🙏🙏 Janhit mein jaari.

Remsons Industries. The disclaimer says it all.

जब दलित भाइयों को अंबेडकर जी ने शेरनी का दूध पिला दिया और वे आरक्षण के शेर पर बैठकर IIT, IIM में पहुँच ही गए, तो फिर उनसे पढ़ाई, रटने और Practical करने को क्यों कहा जाता है? आखिर 8 सेमेस्टर में करीब 150 परीक्षाएँ क्यों, सीधी Degree और नौकरी क्यों नहीं?

Can someone tell me what the wrongdoing in the Indian Express’ ECI story is? Remember the same playbook was used in the Rafale case: normal dissent notes, innuendoed as “proof of wrongdoing”. Sensational headlines for a bland non-story.

यदि सरकार एक ही भाषा समझती है, तो फिर वही सही!

"We gave @narendramodi a chance to be Lee Kuan Yew of Bharat, He chose to be a midget version of V.P.Singh."

management is 100% strong. Srini Raju, iLabs is successful at every venture he started with, First CEO of cognizant, Tv9 & sricity founder. Sri city plant will be game changer. Now their products are manufacturing in UK plants where manufacturing cost are higher. transferring work to lower-cost Sri city should produce: EBITDA improvement of 2–4% by end-FY27 and another 4–6% through FY28. i strongly believe 28 to 30%+ operating margins versus 16% currently. current EBITDA margin split is Aerospace: 10–14% Defence export: 22–28% Defence domestic: 25–30% ₹9,700 Cr order book Compared to Q1 annualized revenue of just ₹1500 cr. expecting ₹2,500 Cr FY27 revenue. Sigma has already crossed from "building an A&D company" into "integrating an international A&D manufacturing platform. Now it has to prove the execution and cash conversion through sricity plant.

RT @the_psyche_lab: I think it was a bad decision to come back to India. It's time to go back to the US. There is nothing left in India f…

everyone wants to milk the system, nobody wants to build the system, that's weet.

We gave @narendramodi a chance to be Lee Kuan Yew of Bharat. He chose to be a midget version of V.P.Singh.