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[@Mubashir_003](/creator/twitter/Mubashir_003)
"clients. Doubling fridge capacity to 2M units. Launching 1618kg washing machines & robotic cleaners. X. PLI & Govt Schemes PLI tailwinds: Leveraging schemes for IT hardware telecom and components (ECMS applications filed). Post-PLI strategy: Margins to expand 120150 bps"  
![@Mubashir_003 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1024545797289832449.png) [@Mubashir_003](/creator/x/Mubashir_003) on [X](/post/tweet/1947996874956583295) 2025-07-23 12:27:01 UTC XX followers, XX engagements


"trials in Q4. Will supply displays for smartphones notebooks & automotive. Chongqing UI JV to make precision parts for IT hardware. Goal: Increase local value-add from 1517% to 3540% of BoM (Bill of Materials). X. Expanding Capex: 8M sq. ft. Noida campus by Mar26 for anchor"  
![@Mubashir_003 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1024545797289832449.png) [@Mubashir_003](/creator/x/Mubashir_003) on [X](/post/tweet/1947996871844405613) 2025-07-23 12:27:00 UTC XX followers, XX engagements


"Himadri Specialty Chemical Q1 FY26 Earnings Call: Q1 FY26: Revenue (Consolidated): 1200 Cr (vs. 1300 Cr YoY) Impacted by lower raw material prices. EBITDA: XXX Cr (up XX% YoY) margin expansion due to high-value products. Volume: 140900 MT (flat YoY) Capacity"  
![@Mubashir_003 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1024545797289832449.png) [@Mubashir_003](/creator/x/Mubashir_003) on [X](/post/tweet/1946820678705205571) 2025-07-20 06:33:14 UTC XX followers, XX engagements


"Debottlenecking coal tar pitch cap. (500000 MT 600000 MT). Exports: XX% of revenue; Europe contributes 1520% of carbon black sales (benefiting from Orlan Carbon Blacks Europe shutdown). Competitive Edge: Backward integration (low-sulfur coal tar oil) focus on high-margin"  
![@Mubashir_003 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1024545797289832449.png) [@Mubashir_003](/creator/x/Mubashir_003) on [X](/post/tweet/1946820683448930678) 2025-07-20 06:33:15 UTC XX followers, XX engagements


"Key insights and critical takeaways from Dixon Tech Q1 FY26 earnings call: X. Backward Integration = Margin Expansion Component JVs are game-changers: Camera modules (QC India JV): Targets 5000 Cr revenue in XX yrs;margins to rise from X% X% with PLI. HKC JV: 130M capex;"  
![@Mubashir_003 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1024545797289832449.png) [@Mubashir_003](/creator/x/Mubashir_003) on [X](/post/tweet/1947996868472197470) 2025-07-23 12:27:00 UTC XX followers, XX engagements