SID @sidlearns

@hstradeschool @DrVaathi Mail received 😉

@Mr_Bai007 Hi intrested 😉

@AnimexTwts Corrupt portal of death

At this point, it's impossible to connect to a human customer care agent of Airtel & Jio. Billion dollar companies with fucking worst customer service and @TRAI @JM_Scindia are literally doing nothing. BC, party fund mai donation aata hai isiliye chup hai kya?

@RWA_xyz is the CMC and Coingecko of tokenised assets. Great job! But it still misses the ~$4B in securities that are issued on Bitcoin (Liquid). Time to upgrade.

Mahindra EPC Irrigation Ltd (#MAHEPC) - Underfollowed. Undervalued. Understood by very few. The market sees a stock. I see a story unfolding. A ₹428 Cr micro-cap under Mahindra Group… Working at the intersection of climate crisis, smart farming, and water security. Ignored by institutions. Loved by no one currently - May be they like from technical perspective and not deep diven into what company does, Here is the FULL deep dive 1/25 The Business - Water is the Battlefield Mahindra EPC (formerly EPC Industries) is not just an irrigation pipe maker. It builds intelligent micro-irrigation ecosystems drip, sprinkler, HDPE systems - that enable precision water usage across Indias farmlands. 3 plants: Nashik, Coimbatore, Vadodara 1 mission: Per Drop - More Crop 2/25 M&M Parentage - The Hidden Moat Mahindra & Mahindra owns 54.2%. But this is no ordinary holding. In 2024, EPC was brought under Mahindra’s Farm Equipment Sector (FES) - alongside tractors, Mahindra Finance, and the “Krish-e” digital platform. Now, its part of an end to-end farming as a service (FaaS) engine. 3/25 Synergy Masterstroke - Why It Matters Imagine this: → A Mahindra tractor → Financed via Mahindra Finance → Fitted with EPC’s AI-enabled irrigation → Advised through Krish-e platform → All bundled for rural farmers Thats the moat small-cap competitors can’t replicate. 4/25 Industry Tailwinds - Water Crisis = Demand Surge •India: 4% of global freshwater, 18% of population •85% of India’s water = agriculture •Only ~15-19% penetration in micro-irrigation •Government wants to double this #MAHEPC is playing in a Rs1.2B + growing market with an 11%+ CAGR. 5/25 Farmer Economics - Strong Incentive to Adopt •Crop yield ↑ by 20-50% •Fertilizer savings up to 28% •Avg farm income ↑ by 48.5% post-adoption This isn’t a luxury product. Its a survival tool. 6/25 Government Support - Built Into the Model •PMKSY Scheme: ₹2,232 Cr allocated •Subsidy: 45-55% of installation cost •96.9 lakh hectares already covered •EPC’s 73% revenue from this stream Subsidy = demand security. But also creates risk… 7/25 Subsidy Sword - Blessing or Curse? What boosts revenue, kills cash flow. Debtor days? 232. Working capital cycle? 208 days. FY25 cash from ops: -₹4.39 Cr But EPC is pivoting. 8/25 Strategic Shift - Project Mode Activated EPC is moving from: Subsidy-driven retail → High-margin turnkey irrigation projects Just pipes → Solution design, soil advisory, after-sales service Fragmented sales → Institutional + urban landscaping Smart move. More predictable, better-paying clients. 9/25 Revenue Mix - Not Just Pipes FY25 revenue: •73%: PDMC (govt-linked) •27%: Non-subsidy & direct sales •Turnkey: Growing share •Exports: All-time high Focus now on smart cities, ESG-driven landscaping, urban contracts 10/25 Financial Turnaround - Back from the Dead •FY22: Losses. •FY23: More red ink. •FY24: ₹1.7 Cr profit •FY25: ₹7.2 Cr PAT | EPS ₹2.58 | Margins: 2.64% •Q4FY25: ₹97.4 Cr revenue, ₹6.25 Cr profit (+319.5% YoY) Comeback is real. But sustainable? 11/25 AI & IoT - The BIG Game-Changer - Not visible at this point, but its a huge turning point in Agriculture Sector •IoT drip systems with real-time sensors •AI-based flow optimization •Predictive maintenance alerts •Satellite-linked soil health monitoring This is not fantasy. M&M’s Krish-e + Tech Mahindra can make EPC an Agri-Intel platform. 12/25 Protected Farming - JV with Israeli Leader EPC owns Mahindra TOP Greenhouses Ltd (JV with Top Greenhouses, Israel) Bringing polyhouse & greenhouse tech to India Use-case: Weather-proof, high-yield agriculture Huge relevance for horticulture boom 13/25 Exports - A Quiet Growth Lever •Uganda, Nigeria, Bangkok: new markets •Export revenue = highest ever in FY25 •M&M’s global reach gives EPC natural tailwind Emerging markets need EPC’s tech more than India does. 14/25 Valuation Snapshot - Not Cheap, But Misread •P/E: 59x (looks expensive) •P/S: ~1.5x (in line with peers) •EV/EBITDA: 21x 15/25 Institutions Missing - But Not For Long •DII: 0% •FII: 0.01% •Public: 45.8% → Complete retail crowding Once cash flows stabilize + synergies show up, expect institutional discovery & re-rating. 16/25 Balance Sheet Strength - Rock Solid •Debt-to-Equity: 0.15 •CRISIL AAA-rated parent = access to cheap capital •Current Ratio: 2.13 •No pledged shares •Capital WIP ongoing = expansion incoming 17/25 Risks - What Can Go Wrong? •Working capital stress •Delayed subsidy disbursement •Raw material cost swings (polymers) •Execution risk in large-scale projects •Monsoon dependence Track cash flows and debtor days - not just PAT. 18/25 Investment Thesis - In One Line “A ₹400 Cr smallcap with ₹10,000 Cr synergy embedded in the parent.” The market is pricing EPC as a standalone player. But it’s morphing into the smart irrigation arm of India’s largest farm machinery giant. That’s the valuation gap. 19/25 Short-Term View: •Momentum visible •Cash flow needs clarity •Next results (Q1 FY26): Critical for verdict 20/25 If: Working capital improves AI rollout succeeds M&M synergy plays out Institutional money flows in Then valuation could expand from 1.5x P/S → 3x+ 21/25 Metrics to Monitor •Debtor Days •Free Cash Flow •Non-subsidy revenue % •Margin trajectory •Export share •AI-based product launches 22/25 For whom? •Investors who believe in India’s agritech future •Comfortable with small-cap volatility •Long-term conviction holders •Those who want a proxy to climate-tech + agri-bets 23/25 Final Take Away #MAHEPC is where climate urgency, tech adoption, and policy support intersect. It’s not just a pipe company. It’s a bet on India’s water future - delivered through Mahindra’s tractor wheels. Don’t expect a linear ride. 24/25 Summary Smallcap with Mahindra synergy Entered profitability + export zone Water + Agri + AI = megatrend Valuation premium = justified if execution sustains 25/25 Disclaimer This thread is for educational purposes only. Do your own research. I’m not a SEBI-registered advisor.

Don't be fooled by the 2.10% inflation number. There's more to it than meets the eye. Because there is something called core inflation, which is at 4.60%. What is core inflation? How does it differ from inflation? We break this down in a quick Varsity explainer. (1/n)

2025 valuations: Nvidia: $4 trillion Intel: $102 billion 2009 valuations: Intel: $90 billion Nvidia: $5 billion

Here’s more lore about Malone Lam we uncovered during the $243M Genesis Creditor theft. On June 23, 2024 Mark Cuban fell victim to a social engineering scam losing crypto assets from his public wallet markcuban.eth We noticed the exact same device indicators in the Cuban theft as the $243M theft across multiple transactions where funds were laundered. Yesterday the superseding indictment was unsealed that hints at Lam and Chen’s involvement in Cuban’s theft with a matching date/amount. Theft address 0x733ea491051929d0b6619425e088d210deb5cbe6

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You have never seen 80/20 principle applied so brilliantly!!

Habit Loop - The Four Laws of Behaviour Change Atomic Habits by James Clear

📚 VOLUME PROFILE 📚 《retweet appreciated》

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concentrate on a single thing. Can't read a pdf file. Can't watch a youtube video which is above 20 minutes. Can't even find 10% of energy I used to have to do anything productive. Losing to yourself is more painful than losing to people.

Being academically good in my childhood has completely destroyed me. Raised people's hopes for no reason. Raised my own standards for no reason. Now I cannot compete with my old self. I cannot comprehend and accept the fact that I am not capable of doing anything. I cannot

1/ It's the weekend! Grab a cup of coffee. In this thread, I will explain: 1. What is Behavioral Finance? 2. What are biases and how do they impact 99% of investors? 3. What are different types of biases and how to overcome them? Let's dive right in.

It took me 5+ years to learn I’ll teach it to you in 5 minutes. Even your business degrees (MBA) won’t teach you this. Here are the these 10 lessons which will lessen your learning curve and make you a profitable trader.🧵👇

SUPPLY AND DEMAND MASTERCLASS 💯 Learn -How price is determined. -How to find real Support and resistance. -Using S/R for high probability entries. One of the most important concepts for trading entries. Read and start using it, Now! Link- bit.ly/3eeZLRM

In your settings on @in_tradingview, always select ~ high & low price lines ~ high and low price So that you know where your stock is compared to the highs even when you are trading on lower time frames (daily scale) It helps as many beginners skip looking at long-term charts.

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Trading is simple if u do not complicate it with Over-Gyaan and Emotions Simple Strategy like - - Screen stocks above 50 DMA - Buying bases which are at max 25% deep - Buying only those where 200 DMA is Rising For last 6 months - Risking not more than 1% in each trade - Trail