VRL Tracking

# Investment Thesis Algorhythm Holdings presents an **extraordinary asymmetric risk/reward opportunity** trading at a severe discount to intrinsic value following its strategic transformation into an AI-powered logistics technology company. The stock trades at **0.10x FY2027E revenue**—an order of magnitude below both U.S. logistics SaaS peers (5-12x) and Indian logistics competitors (1.5-3.5x)—primarily due to severe liquidity constraints, micro-cap status, and investor skepticism regarding management's ability to execute the turnaround.​ Our comprehensive bottom-up financial model projects **102% revenue CAGR** (FY2025-2027) driven by SemiCab India's fleet expansion ...

# 1. Positive Surprise (Beat Expectations) These companies reported higher earnings per share (EPS) than analysts estimated. They are sorted by the highest surprise percentage. || || |**Ticker**|**Company Name**|**EPS Estimate**|**Reported EPS**|**Surprise %**|**Report Date**| |**INDIGO**|INTERGLOBE AVIATION LTD|\-23.36|5.23|122.39%|2025-11-04| |**SUZLON**|SUZLON ENERGY LTD|0.20|0.37|85.63%|2025-11-04| |**AMBUJACEM**|AMBUJA CEMENTS LIMITED|2.71|4.05|49.45%|2025-11-03| |**GVT&D**|GE VERNOVA T&D INDIA LIMITED|9.00|11.70|30.00%|2025-11-03| |**BPCL**|BHARAT PETROLEUM CORP.|11.90|15.08|26.72%|2025-11-03| |**THANGAMAYL**|THANGAMAYIL JEWELLERY LTD.|15.00|18.90|26.00%|2025-11-03| |...

# AI Daily Rundown: October 15, 2025 https://preview.redd.it/g86vpw3o7cvf1.png?width=1456&format=png&auto=webp&s=cce2ad89e530bd993426e1cbc9dbc29c6882bf76 # Listen [**Here**](https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-openai-to-allow-erotica-on-chatgpt/id1684415169?i=1000732041024) # Substack it [**Here**](https://enoumen.substack.com/p/ai-daily-news-rundown-openai-to-allow) **🫣 OpenAI to allow erotica on ChatGPT** **💸 OpenAI plans to spend $1 trillion in five years** **🗓️ Gemini now schedules meetings for you in Gmail** **🧠 Ant Group’s thinking model bags IMO silver** **⚡Automate market research in minutes** **⚡ Build cu...

Market Pulse - Your Data-Driven Briefing for October 14, 2025 Nifty 50 - 25,145.50 (-0.32%) Bank Nifty - 56,496.45 -0.23%) Sensex - 82,029.98 (-0.36%) India VIX 11.16 - (+1.36%) Gold(10gms) - 126,560.00 (+1.26%) The broader market, represented by the Nifty, saw a slight dip of 0.32% today, suggesting a relatively quiet session overall. However, beneath this calm surface, it was a tale of targeted investment, not broad market momentum. We saw significant strength in the 'Trading & Distributors' sector, almost as if investors were buying umbrellas before the rain, anticipating future demand and allocating capital specifically there. Conversely, 'Furniture Home Furn...

Nifty 50 - 25,145.50 (-0.32%) Bank Nifty - 56,496.45 -0.23%) Sensex - 82,029.98 (-0.36%) India VIX 11.16 - (+1.36%) Gold(10gms) - 126,560.00 (+1.26%) The broader market, represented by the Nifty, saw a slight dip of 0.32% today, suggesting a relatively quiet session overall. However, beneath this calm surface, it was a tale of targeted investment, not broad market momentum. We saw significant strength in the 'Trading & Distributors' sector, almost as if investors were buying umbrellas before the rain, anticipating future demand and allocating capital specifically there. Conversely, 'Furniture Home Furnishing' faced headwinds, indicating sector-specific challe...

Nifty 50 - 25,145.50 (-0.32%) Bank Nifty - 56,496.45 -0.23%) Sensex - 82,029.98 (-0.36%) India VIX 11.16 - (+1.36%) Gold(10gms) - 126,560.00 (+1.26%) The broader market, represented by the Nifty, saw a slight dip of 0.32% today, suggesting a relatively quiet session overall. However, beneath this calm surface, it was a tale of targeted investment, not broad market momentum. We saw significant strength in the 'Trading & Distributors' sector, almost as if investors were buying umbrellas before the rain, anticipating future demand and allocating capital specifically there. Conversely, 'Furniture Home Furnishing' faced headwinds, indicating sector-specific chall...

# AI Daily Rundown: September 22, 2025 https://preview.redd.it/a913897d2uqf1.png?width=1456&format=png&auto=webp&s=d0807f257b877c8569fdf84687f8183bb4fa98c2 Hello AI Unraveled listeners, and welcome to today's news where we cut through the hype to find the real-world business impact of AI. **Today's Headlines:** **🛡️ Google DeepMind updates its rules to stop harmful AI** **🍏 OpenAI raids Apple for hardware push** **💨 xAI’s cost-efficient Grok 4 Fast** **🎵 AI artist Xania Monet lands $3M record deal** **🗣️ Neuralink’s speech-restoring device set for October trial** **🤖 OpenAI signals plans for humanoid robots** **🤔 More t...

# AI Daily Rundown: September 22, 2025 https://preview.redd.it/dcgim76vztqf1.png?width=1456&format=png&auto=webp&s=36334446faabcbc9ce7256e31ea7e036d497f147 Hello AI Unraveled listeners, and welcome to today's news where we cut through the hype to find the real-world business impact of AI. **Today's Headlines:** **🛡️ Google DeepMind updates its rules to stop harmful AI** **🍏 OpenAI raids Apple for hardware push** **💨 xAI’s cost-efficient Grok 4 Fast** **🎵 AI artist Xania Monet lands $3M record deal** **🗣️ Neuralink’s speech-restoring device set for October trial** **🤖 OpenAI signals plans for humanoid robots** **🤔 More t...

*BEML:* Company has received an order worth Rs 1,888 crore from the Integral Coach Factory for the manufacture and supply of fully functional LHB coaches. (Positive) *Paytm:* Payment arm gets RBI Approval to operate as Online Payment Aggregator. (Positive) *United Breweries:* Company has launched its premium beer, Amstel Grande, in Goa. (Positive) *Senores Pharma:* Company’s US-based subsidiary will acquire two products of US FDA-approved Abbreviated New Drug Applications from Teva Pharmaceuticals USA (Positive) *HUL:* Company has approved the demerger of the ice cream business, Kwality Wall's, into a separate listed entity. (Positive) *Cyient:* The Ministry of Corporate Affairs...

*Puravankara:* Company’s arm has received a letter of intent for Rs 83.51 crore for construction of civil works of commercial project “Luxon” from Krishil WhiteAlpha. (Positive) *Electrosteel castings:* Company eyes multi‑year growth with italy valve maker acquisition, patented energy‑harvesting FR technology, 10.11 LTPA DI PIPE capacity (Positive) *VRL logistics:* Company to drive growth via ltl market expansion, strategic branch additions in untapped regions, optimised own‑fleet utilisation & in‑house fuel supply; strong cash flows to fund network, fleet & infrastructure scale‑up. (Positive) *KIMS:* Company targets aggressive expansion with 2 bengaluru g...

*PNC Infra:* Company gets 2956 Cr Order for mining services from SECL. (Positive) *Kinetic Engineering:* Company Reignites India’s EV Market with the All-Electric Revival of Iconic DX Scooter; Eyes Scalable EV Expansion Backed by Rs 249 Cr Commitment. (Positive) *TVS Srichakra:* Eurogrip Tyres Expands Reach, Opens 4th Exclusive Branded Store in Chennai. (Positive) *Indian Phosphate:* Company Begins Operations at Cuddalore Facility. (Positive) *Omaxe Ltd:* Company Group Receives Rs 500 Crore Investment from Oaktree for Large Projects to Boost Growth and Execution. (Positive) *Punjab Chemicals:* Company announced signing 3 MOUs with overseas customers for high-value agrochemical produ...

Remember to not fall in pump and dump traps like Taparia Tools here using Dividends to siphon public's money into private pockets. Full list with live dividend yield as a function of LTP only at: [pFinTools.com/Div-Cal](https://pfintools.com/upcoming-dividend-calendar#sort=ASC&sortBy=ex-date&sortByType=string&minPrice=0&maxPrice=138500&searchCompanyTerm=&searchSymbolTerm=&fromDate=2025-07-21&toDate=2025-08-29&minDivAmt=0&maxDivAmt=512&minDivYield=0&maxDivYield=98.27)

Remember to not fall in pump and dump traps like Taparia Tools here using Dividends to siphon public's money into private pockets. Full list with live dividend yield as a function of LTP only at: [pFinTools.com/Div-Cal](https://pfintools.com/upcoming-dividend-calendar#sort=ASC&sortBy=ex-date&sortByType=string&minPrice=0&maxPrice=138500&searchCompanyTerm=&searchSymbolTerm=&fromDate=2025-07-21&toDate=2025-08-29&minDivAmt=0&maxDivAmt=512&minDivYield=0&maxDivYield=98.27)

https://preview.redd.it/ndjigkifa1df1.jpg?width=1200&format=pjpg&auto=webp&s=046e168b3c01019904e09f40b704be4d119ae023 =**Short Case for Vedanta (VEDL) Based on Viceroy Report Findings** * VRL takes dividends from VEDL, worsening VEDL’s balance sheet. VRL benefits only through asset extraction, which raises its credit risk. This leads to higher interest costs and a cycle of financial deterioration. * There's a **4–6% disparity between implied and effective interest rates**, indicating mispricing or manipulation of debt terms. * VRL took **$338 million in brand fees**, which are typically charged by parent companies for use of their name, trademarks, or IP. *...

The Viceroy report on Vedanta is honestly scary as ****. Vedanta Resources Ltd (VRL), the parent of Vedanta Limited, is being called out for running something that looks dangerously close to a ******* Ponzi scheme. So here’s what they’re saying: * VRL has zero real operations. It’s just an empty shell ******* the life out of Vedanta Limited. * To repay VRL’s insane debt, VEDL is borrowing more, burning through cash, and bleeding itself dry. * The worst part? VEDL is the only collateral backing VRL’s loans. If VEDL tanks, it drags everyone down with it. What kind of self-destructive nonsense is this * They’re allegedly faking profits, cooking the books, and hiding billions off t...

The Viceroy report on Vedanta is honestly terrifying. Vedanta Resources Ltd (VRL), the parent company of Vedanta Limited, is being called out for running what looks dangerously close to a Ponzi. Here’s what they’re saying (in simple terms): * VRL has no operations of its own. It’s a shell that survives by draining cash from Vedanta Limited. * To service VRL's mountain of debt, VEDL is being forced to borrow more, deplete reserves, and bleed itself dry. * Meanwhile, VEDL is the only collateral backing VRL’s loans. So when VEDL sinks, so do all the creditors. Self-sabotage much? * They're inflating asset values, capitalizing expenses to fake profits, and hiding billions off...