Will go well with my UPMA shoes 😃

partnership dikh rhi h ya nhi...🤧

What are you ashamed of?

Maybe it's all in your head.

It's nice to see that teachers are appreciating this.

1. ⁠Quarterly results:

QOQ for Q2’25 was disappointing for an investor as the revenue, operating profit and PAT declined.

But it is business and may have one quarter de-growth. Then why the fall?

2. Co only added an orderbook of Rs. 1.69 Cr in Q3’2025, which is also a disappointment for an investor since the future revenue expansion may not be at par or aggressive.

Overall orderbook stood at Rs. 816.91 Cr.

Lesson: earnings contracts, share price decline.

3. But how about the margins?

Even though sales have declined, Co. continued to maintain its EBITDA margin and PAT margin on a QOQ basis.

So, it is about executing and acquiring more work orders.

4. As the market is correcting, one negative quarter can impact investors wealth in a drastic way as PE also contracts.

Co was at 109 PE on its peak share price of 2,628 on 23rd December, 2025 and now trading at 41 PE.

Lesson: If the co wants to command higher PE, it has to keep growing.

5. But did the management caution about slowing down its guidance?

In the last earnings call, management showed a cautious approach to the revenue guidance of Rs. 900 crore, and they were short in last year’s guidance too.

Lesson: When management says, listen.

6. How was the Defense budget this year? As the company supplies equipment to GOI and makes exports to the USA & other countries, the defense budget is critical for the mpany. Defense budget growth is at 12% for FY26.

However, it will be important to see how much the government is emphasizing anti-drone systems.

Lesson: See what is happening on Macros?

7. Cash flow and Ratios

Co’s CFO had declined in 2024 due to an increase in working capital cycles, inventory and debtor days.

8. How about shareholding?

FII and DII increased their stake in Dec 2025, and promoters have sold minor stakes.

No bulk and block deals are observed in Jan 2025.

That’s a wrap.

Investing requires disciplined, data-driven analysis and conviction.

Do your own research before buying or selling a stock.

For This type of interest knowledge post and interesting updates Follow- r/Sharemarketupdates

China rotation

Can?? : Yes
Will?? : Can't say

I’ll just say this. 21 million is a poultry sum when you consider the cost of 1 electoral seat in the legislature in India. It at best helped on the margins win over 1 or 2 seats.

Black and white.

Chalegaa, but no clubs, sasti jagah chalenge 

ye sab score card kyu daal rahe h second attempt ho gya kya?

Yes.

Petrol gym food

The law is all about agricultural land. Municipal land is certainly available to purchase, and municipalities are expanding. All major cities have large municipalities.

Isn't this about his divorce?

Bhai tum isi weekend milo yaar😎✌🏻

Kinda looks like FZx but jacked up

It's a known quirk of Search Console. It doesn't show all impressions for filters (like branded, non branded, specific queries, etc), supposedly for privacy reasons. Filtered views are good to have an idea of evolution, but they don't show the full numbers.

And they say funds illa. You have to cut funds if you want to stand against the center.

Optical instrument Ne PeLa derkha hai help krdo dost👍