Bhogale Tushar

[Bhogale Tushar @BhogaleT16]

@a_basumallick Detailed analysis 👍👍👍

[Bhogale Tushar @BhogaleT16]

@Arghyadip99 Also one thing to add recent JV with Acme India will boost Airfloa to participate in railways's big tenders

[R @AlphaWizarDD]

“Indira Gandhi once said - Big problems solve themselves. Don’t worry about Israel or USA. You Focus on your portfolio.”

“Let Promoter run the company. Biden run USA. Modi run India. You have Rs 50,000 portfolio, stop worrying about the world”

- Vijay Kedia. Src. WIRC ICAI

[Bhogale Tushar @BhogaleT16]

@rohaninvestor Pace Digitek
Techera

[Bhogale Tushar @BhogaleT16]

@investor_sr33 And this need storage system 👍

[Investindia @Investindia6]

#TECHERA ENGINEERING
Just one machine will make sure its a 20x multibagger
Yes. Is machine se multibagger banta hai which co imported on 28th may 2025 and was shown/mentioned in the concall.
The co imported the 5 axis Machine valued at 8 crores.
performance video of the machine
https://t.co/ExEfhl0dvG

Ek hi co makes this machine which is KEN CNC from Taiwan.

But one can laugh and say how can one machine import mean that this co will give 20x returns? The answer lies in certifications.

Techera Engineering holds NADCAP and ASD9100 certifications and is among very few indian cos to do it. But everything needs verification. More importantly it holds some of the certifications directly given by Boeing.

So, refer to Turkish Aerospace external vendor list for May 2025. only 3 indian cos are approved.
CIM TOOLS, TATA ADVANCED SYSTEMS, TECHERA.
https://t.co/zGwgLukTug

Here D33200-1 certifications is given by BOEING.

Then I went to OASIS database to search for AS9100.
Turns out that Techera is certified.
The real moat is the certifications which takes time and a lot of money to get in the 1st place. So once approved as a vendor, its not easily switchable.

I don't want to go into details of how many planes indian cos have ordered, how many airports india is planning. That no is an unimaginable figure so there will be need for aerospace/defence parts mfg and also MRO services.

Techera Asset turn is 3-4 times. So on a 30 cr asset they can do 100-120 cr revenue easily in FY26. imagine Unimech with 250 cr of sales at 6500 cr market cap and Techera with 100 cr sales should be minimum 1200 cr market cap. It won't stop at 100 cr though. So in next 2-3 or 5 years even if it does 250 cr, it will become UNIMECH.

And other competitors whoever is planning to come needs the certifications, the technical team and then orders to compete. Techera has done that already.
So ye rukega nahi. IS machine se multibagger hi banega. No point giving a half baked comment if one's knowledge of aerospace industry and the tailwinds and the technical side is 0.

#techera

[Bhogale Tushar @BhogaleT16]

@thakurbjpdelhi Dont know why but remembered Sushma Swaraj ji 🙌🙏😊

[Bhogale Tushar @BhogaleT16]

@ParasDefence Very nice ..many milestones to achieve 👏👏👏

[Paras Defence and Space Technologies Limited @ParasDefence]

We are proud to announce that Paras Defence and Space Technologies has signed a Licensing Agreement for Transfer of Technology (ToT) of Driver Night Sight (DNS) for T-90 Tank with Defence Research and Development Organisation (DRDO), Ministry of Defence, Government of India.

[ET NOW @ETNOWlive]

#StockInNews | Paras Defence signs MoU with Inter- University Accelerator Centre (IUAC) to jointly develop indigenous commercial-grade MRI magnet technology

@ParasDefence @iuac_official #StockMarket

[Investor Feed @_Investor_Feed_]

🚀 Paras Defence & IUAC Team Up for Indigenous MRI Magnet Tech in India | MCap 5,708.0 Cr

- Paras Defence & Space Technologies signs MoU with IUAC (UGC/MoE autonomous institute).
- Collaboration focuses on indigenous development of commercial-grade MRI magnet systems.
- Supports India’s 'Aatma Nirbhar Bharat' initiative in advanced medical tech.
- Aims to advance superconducting MRI magnet technology within the country.

Disc: Information provided in this tweet can be inaccurate, verify through the source before making any investment decision.

[Manojeet Das @Manojeet_Das]

@faltooinvestor Remsons Industries: Diversifying into Railways.

[🇮🇳 𝓐 𝓙 ☀️ @warrior_soul13]

This moment changed the entire game.

We love you Modi Ji 🫶🔥❤️

[NDTV Profit Alpha @NDTVProfitAlpha]

#NDTVProfitExclusive | Walk the Talk with Munjal Shah, MD, Paras Defence & Space.

The company eyes ~40% revenue growth in FY26, stronger profitability, and order inflows worth ₹1,000–2,000 crore as it expands its homegrown defence tech portfolio. @niraj_shah

[Bhogale Tushar @BhogaleT16]

I think we have to take new LENS to KART our investments

[Bhogale Tushar @BhogaleT16]

Transforming the Way People See and Explore the New Method of Investment
In recent times, the talk of the town has been IPO overvaluation — with critics highlighting inflated pricing and unrealistic expectations.
But my perspective is slightly different. 1

[Bhogale Tushar @BhogaleT16]

✅ Mutual Funds could earn higher long-term returns.
✅ SIP investors would share in the same upside.
✅ Startups would get access to reliable, homegrown capital.
✅ And most importantly — Indian ownership, value, and innovation would remain within India.