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▶ Telecom Equipment  |  Tata Group  |  Deep Dive Tejas Networks: The Balance Sheet Is Bleeding. The Order Book Is Not. Q4 FY26 Results Analysis — Revenue crater, debt mountain, and why the bull thesis isn't dead yet. By Sumon Mukhopadhyay  |  sumanspeaks.blogspot.com Tejas Networks Ltd (₹520.40) posted what, by any conventional reading, should be a disaster of a quarter. Revenue down 82% year-on-year. Net loss of ₹211 crore. EBITDA deeply negative. Gross debt touching ₹4,035 crore. The stock duly obliged the bad news and fell 6%. And yet — the order book rose 49% YoY, an imminent BSNL purchase order of ₹1,526 crore is reportedly pending formalisation, and the company's indigenous 5G RAN products just entered commercial deployment. This is not a company that is failing. It is a company that is waiting . Those are very different animals. ◆ Q4 FY26 Scoreboard CMP ₹520.40 ...
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SumanSpeaks Capital Markets Intelligence May 28, 2026 Banking & Corporate Governance HDFC Bank's ₹45 Crore Shadow When India's largest private lender disguises interest as charity, the chairman walks — and the market notices. On May 27, 2026, HDFC Bank Ltd shares slipped as much as 2.26% to an intraday low of ₹761.25 on the NSE — not because its books are broken, but because its back-office ethics came under the media microscope. Fresh investigative reporting confirmed what boardroom insiders had whispered since March: the bank's Audit Committee is deep in a formal vigilance probe into ₹45 crore in payments made to the Maharashtra State Road Development Corporation (MSRDC) during FY2024–25 — routed, allegedly, through four local vendors and dressed up as a road safety awareness campaign. Snapshot — May 27, 2026 Intraday Low ₹761.25 Decline ...
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SumanSpeaks Capital Intelligence May 2026 · NSE: SEPC ▪ Equity Deep Dive · EPC & Infrastructure ▪ SEPC Limited: Kahaani Ghar Ghar Ki …Aur Ab Duniya Ki Bhi From debt-restructuring purgatory to ₹1,000 crore revenue milestone — SEPC's Q4FY26 results are the EPC equivalent of interval mein hi interval ka twist. By Sumon Mukhopadhyay  |  SumanSpeaks  |  Q4FY26 Earnings Analysis ⛏ EPC · Infrastructure · Mining · MENA Expansion · Turnaround Play Remember SEPC Ltd (₹7.72) ? Of course you do — if you've been tracking Indian mid-cap EPC long enough, and if you had followed this blog along with your morning or evening tea for some time; you'll remember it as the stock that spent the better part of a decade wearing a debt-restructuring badge like a dunce cap in class.   Formerly Shriram EPC, the company built its legacy in municipal water & wastewater management, industrial process plants...
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⚡ Electric Vehicles  ·  Results Analysis  ·  Small & Mid Cap India Ola Electric Q4FY26: The Art of Losing Less "Picture abhi baaki hai, mere dost" — but the screenplay has more red ink than a CA's nightmare By Sumon Mukhopadhyay  |  SumanSpeaks  |  Est. 2006 Q4 FY26 Earnings Deep-Dive  ·  CMP: ₹36.01  ·  Verdict: Watch, Don't Chase Bhavish Aggarwal, the CMD of Ola Electric Mobility Ltd (Rs.36.01) had a simple message for the world after Q4FY26: "FY26 was a reset year." Which, in the language of corporate India, roughly translates to:  Hum   gire, lekin style mein gire.   Revenue crashed 57%. Losses narrowed. Margins went from tragic to surprisingly decent. And the stock, bless its soul, dropped another 6% on results day — because the market, like a strict parent, rewards neither excuses nor partial marks. So what exactly happened at India's most watched — an...
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
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Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
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