Through our localized hubs, we are empowering neighborhood retailers to become self-reliant, backed by our dedicated team providing seamless technical and logistical support. To help our retail partners modernize, we have upgraded their storefronts with vibrant Fascia Branding. This branding gives local retailers visibility and a professional identity that instantly boosts customer trust and foot traffic. We believe that when we give traditional retail infrastructure a modern look and couple it with cutting-edge B2B technology, we scale up the retail ecosystem. #PriyoShop #FasciaBranding #GreenRoad #TuragHub #RetailInfrastructure #MSMEGrowth #ModernRetail #BangladeshBusiness #DigitalInclusion

🧵 Safe Enterprises Retail Fixtures (₹SAFE) | Earnings Concall – 19 May'26 The quiet compounder behind India's retail rollout just laid out a clean FY28 roadmap. M.Cap = ₹1,129 Cr. | PE(x) = ~18x 📊 FY26 Consolidated Snapshot Revenue: ₹218.4 Cr (↑57.9% YoY) EBITDA: ₹79.1 Cr (↑60% YoY) | Margin: 36.2% PAT: ₹63.9 Cr (↑63% YoY) | Margin: 29.2% Capacity utilization: ~90% Capacity Increase: What lies ahead! 🏗️ The Ambernath Story (the whole thesis in one line) 2,50,000 sq ft greenfield plant. Construction has commenced. Completion targeted Q3FY27 (Dec'26). All leased Mumbai facilities collapse into this single asset → operating leakage from multi-site lease cost disappears. FY27 guidance: ~30% revenue growth (without Ambernath contribution) Post-Ambernath: ₹500 Cr consolidated topline achievable further upside from additional machinery FY28: Base Case of ₹400 Cr revenue ₹100 Cr PAT — the real growth-driver year Sustainable PAT margins for long run: ~25% 🧠 Strategy = Increase in Value-Per-Store Store count was flat in FY26 because mfg capacity was flat. Lever pulled instead: Higher fixtures per store Larger avg store size Richer mix (now includes cash counters) Differentiation, better finish, premium positioning Never compete on price. Compete on time-to-rollout. Store count growth resumes once Ambernath fires up — new customers higher value per store stacking together. 🆕 Two Product Launches (interesting optionality)1️⃣ WAVE – RFID-based self-checkout journey. Plays directly into queue-free retail tech. 2️⃣ EVOLV – Standardised engineering modules. Same fixtures usable in home applications → potential adjacency beyond retail B2B. 💰 Receivables Policy: 30%–70% advance before dispatch (100% for new customers) Post-advance: 30–60 day debtor cycle 10% retention 📌 Other Notable Pointers West Asia War Impact : In March'26 powder coating plant was affected due to gas shortage — no ongoing impact 💭 Summary : FY27 = transition year. Topline grows on existing rails (~30%). FY28 is when capacity x customers x value-per-store all compound together. PAT margins normalises to ~25% on a long run post Ambernath scale up. Niche moat, >90% utilization from existing plant, IPO cash on B/S, marquee institutional pickup. Watch execution on Ambernath timelines closely. Not a recommendation. Research view from Minerva Capital Research Solutions (SEBI RA: INH000018896). DYOR. #SafeEnterprises #SAFE #RetailFixtures #IndianRetail #RetailInfrastructure #SME #CapexStory #MakeInIndia #EarningsConcall #Q4FY26 #FY26Results #ConcallNotes #ResultsUpdate

16 districts, 200,000 MSMEs, and 296 brands, we stand strong! 🇧🇩 The corner stores are the heartbeat of our country’s accessibility. However, they have long faced challenges from inconsistent supply chains to a lack of direct access to top brands. To change this reality, PriyoShop is building the nation’s strongest retail distribution network. By leveraging our strategic hubs, optimized routes and tech-driven operations across 16 districts, we are creating a smarter, faster and more sustainable supply chain infrastructure. Because the progress of our retailers and the health of our planet is the true heartbeat of our success. #PriyoShop #GreenLogistics #Sustainability #RetailRevolution #B2BCommerce #Bangladesh #ZeroDiesel #DistributionInfrastructure #RetailInfrastructure

Shopping carts often use steel frames and wire structures that provide durability while carrying heavy loads in stores.🛒 Steel supports many everyday conveniences that people rarely think about. #SteelSeenUnseen #RetailInfrastructure #HiddenSupport #DailyLife

Efficiency in Bitcoin access is not about adding more machines. It is about reducing moving parts. Bitcoin POP removes standalone kiosks, bill validators, and hardware maintenance from the equation. Instead of depending on a single device, it connects cash deposits to existing retail checkout systems that already operate at scale. Fewer failure points. More consistent availability. Cleaner transaction flow. When infrastructure is integrated, uptime improves and The user experience becomes predictable. That is how access matures. #BitcoinAccess #RetailInfrastructure #FintechDesign #CashToBitcoin #CryptoDispensers

Cash-to-crypto works best when it connects to systems that already function at scale. By generating a barcode and completing your deposit at Casey’s General Store uses staffed retail checkout infrastructure instead of relying on isolated terminals. Cash is processed through established payment rails, and your balance updates in a structured flow before purchasing Bitcoin. That is practical integration. Familiar environment. Regulated retail rails. Direct access. cryptodispensers.com/crypto-… #BitcoinAccess #CashToBitcoin #RetailInfrastructure #FintechIntegration #CryptoDispensers

Access improves when it connects to systems. Bitcoin POP integrates with staffed retail checkout networks, allowing customers to convert cash into Bitcoin through established payment rails rather than relying on isolated terminals. Cash is processed by a cashier. Balance updates follow structured retail flows. Bitcoin is delivered to the wallet you control. Practical integration scales faster than a standalone devices. #BitcoinPOP #CashToBitcoin #RetailInfrastructure #CryptoAccess #FintechSystems #CryptoDispensers Access improves when it connects to systems. Bitcoin POP integrates with staffed retail checkout networks, allowing customers to convert cash into Bitcoin through established payment rails rather than relying on isolated terminals. Cash is processed by a cashier. Balance updates follow structured retail flows. Bitcoin is delivered to the wallet you control. Practical integration scales faster than a standalone devices. #BitcoinPOP #CashToBitcoin #RetailInfrastructure #CryptoAccess #FintechSystems #CryptoDispensers

Bitcoin adoption does not begin online for everyone. For many new users, The turning point is a real-world interaction. A physical location, a clear process, and a completed transaction makes Bitcoin easier to understand than any guide or tutorial. That is why retail access points still matter. They translate a digital system into a practical experience people can see, follow, and repeat. Access that feels real is access people use. Learn more: cryptodispensers.com/ #BitcoinForBeginners #CryptoAccess #Fintech #DigitalAssets #RetailInfrastructure #CryptoDispensers

In the past six years, the market capitalisation of Indian REIT market has grown from ₹26,400 crore in FY20 to ₹1.6 lakh crore as of September 30, 2025. (@chit_ranjan writes ✍️) #REITs #Investment #Office #RetailInfrastructure fortuneindia.com/markets/off…

Hilite Group: Transforming Kozhikode’s Skyline A ₹10,000-crore landmark investment set to redefine Kozhikode’s commercial and retail ecosystem, backed by KSIDC. Project Snapshot: •⁠ ⁠Investment: ₹10,000 Crore •⁠ ⁠Expected Employment: 2,000 •⁠ ⁠Location: Kozhikode •⁠ ⁠KSIDC Support Key Highlights: •⁠ ⁠Major global player in retail infrastructure and commercial development •⁠ ⁠Multi-city shopping malls and a signature World Trade Center •⁠ ⁠Modern retail experiences designed for urban economic growth •⁠ ⁠Significant boost to Kozhikode’s commercial landscape #HiliteGroup #KSIDCWorks #InvestKerala #Kozhikode #KeralaDevelopment #WorldTradeCenter #KeralaInvestments #RetailInfrastructure #UrbanGrowth

MASSIVE ! @TheMilesBron @Quant2025 @ZavenTheRapper @MindCrypto_ @CryptoQuant_NL #UKPayments #RetailInfrastructure #CBDC #DigitalPound #Tokenisation #DigitalIdentity #Innovation #PublicPrivatePartnership #NationalPaymentsVision #Payments ForwardPlan linkedin.com/posts/activity-…

Very interested to see the companies building #retailinfrastructure for the next generation #ComQi Acquires JohnRyan, Creating Diverse Digital Retailing Powerhouse | Markets Insider j.mp/2tvxy1J #Retail