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🚨 Order inflow alertStanley Lifestyles’ step-down subsidiary SANA Lifestyles has bagged a ₹19.63 Lakh order from the Res...
27/05/2026

🚨 Order inflow alert
Stanley Lifestyles’ step-down subsidiary SANA Lifestyles has bagged a ₹19.63 Lakh order from the Reserve Bank of India (Chennai) for sofas & allied furniture.

✅ Domestic contract
✅ Ex*****on: within 7 weeks

RT for more smallcap order flow 🚀

🚨 ASHOKA BUILDCON – HIDDEN GEM OR VALUE TRAP? 🚨Let’s cut through the noise. FY26 numbers are OUT. Here’s what stands out...
22/05/2026

🚨 ASHOKA BUILDCON – HIDDEN GEM OR VALUE TRAP? 🚨

Let’s cut through the noise. FY26 numbers are OUT. Here’s what stands out 👇

📉 Topline pressure
FY26 Total Income: ₹5,952 Cr ↓17% YoY
Q4 Income: ₹1,818 Cr ↓10% YoY

📈 BUT – PAT explodes
FY26 PAT: ₹320 Cr ↑63% YoY (!)
Q4 PAT: ₹48.9 Cr ↓18% YoY (base effect)

🛠️ EBITDA margin holds
FY26 EBITDA margin: 10.7% vs 9.4% last year

📦 Order book solid
₹15,312 Cr (excl. ₹681 Cr post-March)
→ Power T&D: 30%
→ Road EPC: 46%

🌍 Global wins

· Saudi Arabia JV: ₹846 Cr share
· Angola: $72M contract
· Liberia: $45M road project

🏗️ HAM asset sale extension
6 SPVs sale expected by June 30, 2026 → key deleveraging trigger

💳 Debt check
Standalone: ₹1,127 Cr
Consolidated: ₹2,778 Cr

🏆 Rating
Acuite AA (Stable) / A1+ – removed from watch

🎯 Verdict
Growth levers: intl orders + rights infusion + HAM monetisation
Risk: ex*****on pace + debt servicing

👇 Bull or Bear on $ASHOKA?
Like and Share if you’re tracking infra plays in 2026.

🚨 SWELECT ENERGY SYSTEMS Board Outcome just dropped.Key takeaway:✅ Final dividend declared: ₹3.50/share📅 Record date: 24...
22/05/2026

🚨 SWELECT ENERGY SYSTEMS Board Outcome just dropped.

Key takeaway:
✅ Final dividend declared: ₹3.50/share
📅 Record date: 24 July 2026

But here’s what caught my eye 👇
Annual standalone PAT: ₹786.09 lakhs (down from ₹2,952.58 lakhs YoY)
Consolidated PAT: ₹1,956.40 lakhs vs ₹2,762.57 lakhs YoY

📉 Profit compression visible. Let’s unpack → 🧵

Standalone revenue from operations (annual):
₹37,613.21 lakhs (FY26) vs ₹43,134.11 lakhs (FY25)
→ Down ~12.8%

Total expenses: ₹44,635.04 lakhs → wiped out operating profit.

Exceptional item last year (₹190.88 lakhs) – none this year.
That helped hide some underlying stress in FY25.
⚠️ Cash & cash equivalents (standalone):
₹2,902.20 lakhs (Mar '26) but bank overdraft ₹9,418.69 lakhs
→ Net negative cash position: -₹6,516.49 lakhs

That’s tight liquidity.

Current liabilities: ₹43,369.26 lakhs (up from ₹28,048 lakhs in FY25)
Borrowings (current): ₹28,261 lakhs → up 61% YoY.

Group total assets: ₹2,08,281 lakhs (Mar '26)
Total liabilities: ₹1,12,845 lakhs

Consolidated cash from operations: strong at ₹9,548 lakhs
But investing cash flow: -₹19,823 lakhs
→ heavy capex / acquisitions.

Net cash outflow for the year: -₹5,245 lakhs

Verdict:
✔️ Dividend confirmation
⚠️ Profit decline
⚠️ Liquidity tight (net overdraft)
📉 Revenue contraction

🧠 Question for you:
Would you hold SWELECT for the dividend or worry about the cash position?

Like & Share if you found this breakdown useful.
Follow for more earnings deep dives.

🚨 Vaibhav Global ($VAIBHAVGBL) – Q4 FY26 results just dropped.Here’s what the numbers actually say 👇Revenue → ₹935 Cr (+...
22/05/2026

🚨 Vaibhav Global ($VAIBHAVGBL) – Q4 FY26 results just dropped.
Here’s what the numbers actually say 👇

Revenue → ₹935 Cr (+10% YoY)
Gross Margin → 63.9% (+178 bps)
EBITDA → ₹96 Cr (+36% YoY)
PAT → ₹44 Cr (+30% YoY)
Net Cash → ₹296 Cr (+74% YoY)

🎯 Key drivers no one is talking about:

🔹 In-house brands → 53% of B2C mix
(FY27 target hit ahead of schedule)

🔹 Digital revenue mix → 45% (+200 bps YoY)

🔹 Germany operations → turned positive this quarter

🔹 ESG: 112M+ meals donated
ICRA ESG Score → 74 (Strong)

📉 Q-o-Q dip (revenue -12%, EBITDA -32%) due to seasonality, but YoY trend is clear – margin recovery story intact.

🧠 Analyst take:
Gross margins back near 64%, double-digit EBITDA margins after 3 years, and net cash up 74% YoY.
This is a balance sheet + operating leverage setup.

📌 Final dividend recommended: ₹1.50/share (27% payout)

🚀 $DEE Development Engineers delivers a monster FY26:📈 Revenue: ₹1,142 Cr (+38% YoY)💸 Op EBITDA: ₹191 Cr (+54% YoY)📈 PAT...
21/05/2026

🚀 $DEE Development Engineers delivers a monster FY26:

📈 Revenue: ₹1,142 Cr (+38% YoY)
💸 Op EBITDA: ₹191 Cr (+54% YoY)
📈 PAT: ₹77 Cr (+77% YoY)
📦 Order book: ₹1,940 Cr (+58% YoY)
⚡ Power tariff hiked 49% + $15M/yr HRSG reservation deal

Margin expansion + strong ex*****on = cash flow story brewing.
Watchlist material. 🧵👇

🚨 Order book alert 🚨Dhabriya Polywood secures ₹10.90 Cr uPVC windows & doors orders from Arasa Projects + Radiance Realt...
21/05/2026

🚨 Order book alert 🚨

Dhabriya Polywood secures ₹10.90 Cr uPVC windows & doors orders from Arasa Projects + Radiance Realty.

🔹 ₹8.47 Cr – 24-month ex*****on
🔹 ₹2.43 Cr – 9-month ex*****on
🔹 Domestic, not related-party

📈 uPVC demand strong. Ex*****on pacing: multi-tranche.

$DHABRIYA |

🚨 ADANIPORTS acquires 100% of Jaypee Fertilizers & Industries — but here’s why it’s a logistics play, not fertilizer.🔍 K...
21/05/2026

🚨 ADANIPORTS acquires 100% of Jaypee Fertilizers & Industries — but here’s why it’s a logistics play, not fertilizer.
🔍 Key takeaways:
✅ ~243 acres in Kanpur → ideal for logistics park & warehousing
✅ Targets MMLP expansion: 12 → 16 by 2031
✅ Warehousing capacity ⬆️ 4x
🎯 Consolidates north India inland logistics.

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