Viavi $VIAV - AI Data Center + Optical Testing.
Makes the testing equipment used to validate high-speed optical + data center networks.
FY26 Revenue +40% & EPS +113%.
Technically, holding the 200-day SMA + attempting to break the multi-month downtrend.
COMPANIES I LIKED FROM DAY ONE OF ARIHANT CAPITAL’S BHARAT CONNECT CONFERENCE
▪️ Shree Refrigerations
▪️ Accord Transformer
▪️ Merritronix
▪️ JD Cables
▪️ Prime Cable Industries
▪️ Indo SMC
From the very beginning of the Arihant Capital Bharat Connect Conference, these are the companies that caught my attention and stood out to me for further study and tracking.
Disclaimer: This post is for educational and informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold any security.
PRECISION ENGINEERING:
INDIA’S NEXT MANUFACTURING Supercycle 🔥
20 Stocks for Watchlist ⚡
1. Balu Forge
2. Aequ
3. PTC Industries
4. Sansera Engineering
5. Azad Engineering
6. Jyoti CNC
7. Rossell Techsys
8. MTAR Technologies
9. Ratnaveer Precision
10. Dynamatic Technologies
11. Sika Interplant
12. TechEra Engineering
13. Unimech Aerospace
14. Goodluck India
15. AXISCADES
16. Apsis Aero
17. Sigma Advanced Systems
18. Sona BLW
19. MacPower CNC
20. Data Patterns
India’s precision-engineering ecosystem is expanding across aerospace, defence, energy, semiconductors, automobiles and other high-value manufacturing applications.
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Which of these stocks do you like the most❓
For detailed ANALYSIS of these stocks, go to the comment section 👇👇👇👇
🏛️Tempsens Instruments
Tempsens is a quality niche business with a real moat and clear growth visibility from new capacity
It makes thermal engineering products such as equipment that measures heat, makes heat, and carries signals and power in hot, harsh settings.
🔖Business verticals
⏺️Temperature sensing solutions (44.6% of revenue)
Contact sensors - thermocouples and RTDs (resistance temperature detectors).
Non-contact sensors - infrared pyrometers, online thermal imagers and furnace monitoring cameras.
Specialist products - fibre-optic temperature sensors, heat flux sensors, calibrators, plus NABL-accredited calibration services.
⏺️Specialised cables (34.7% of revenue)
Mineral-insulated (MI) metal-sheathed cables, thermocouple and RTD cables.
Low-voltage control and power cables, nickel alloy conductors, and newly launched UL-certified high-temperature cable harnesses.
⏺️Electrical heating solutions (20.7% of revenue)
Process, immersion, cartridge and coil heaters, lab and process furnaces, and floor-heating mats. This is the fastest-growing vertical - up 45% in FY26 and 149% YoY in Q1 FY27
#Tempsens
🏛️Apollo Micro Systems (AMS)
AMS designs and builds the electronics and electro-mechanical systems that go inside missiles, torpedoes, rockets and naval weapons.
Its main customers are DRDO, BDL, BEL, HAL and the armed forces. Most of its revenue comes from subsystems it supplies to other companies' programs. It is now trying to become a prime contractor that sells complete weapons
🔖Business verticals
⏺️Missile & aerospace electronics
Onboard computers, seeker signal processors, fin actuation systems, missile interface units, launcher control systems and ground checkout equipment. Management says - AMS is part of every indigenous weapon of the country.
⏺️Avionics & space
CEMILAC-certified avionics design, satellite ground checkout systems, and parts for the LCA Tejas.
⏺️Naval & underwater systems
Torpedo electronics, anti-torpedo decoys, submarine systems, the Safety and Detonation Device (SDD, handed to the Navy in Q1 FY27), and moored and limpet mines.
⏺️Emerging platforms
Aerial bombs from 1 kg to 25 kg (nine variants tested and accepted), guided and unguided rockets, the IPREC smart-bomb conversion kit for the Air Force, the SAVIOR semi-submersible autonomous vessel for anti-submarine warfare, and anti-drone systems.
⏺️Energetics (inorganic)
Ideal Explosives (acquired earlier) makes bulk explosives. It has an order book of 480 cr and is being restructured.
Premier Explosives is being acquired - AMS is buying the 41.33% promoter stake for 1,550 cr and making an open offer for another 26% at 698 a share. Premier makes propellants, detonators and 155 mm shell filling.
#apollomicro