Dr. Parth Kaila

Soul stitched in balance sheets | Voyager of markets | diagnoses businesses, not just patients | Numbers first, narratives latter | Unwritten, unstoppable.

[Dr. Parth Kaila @ParthKaila]

1/14 🚨 Avalon Technologies — More Than Just an EMS Company

I studied Avalon’s business, growth strategy, new verticals, management guidance vs execution, and the key risk

The interesting part:
Avalon is moving from a PCB/parts supplier → to a complete “box-build” mfg partner

[Dr. Parth Kaila @ParthKaila]

But the opportunity comes with clear risks around working capital, debt, cyclicality and the French subsidiary.

This is a fundamental-research post, not a buy/sell recommendation.

#JyotiCNC #CNC #Manufacturing #India #Defence #Aerospace #EMS #Semiconductor

[Dr. Parth Kaila @ParthKaila]

🧵 Jyoti CNC Automation: A CNC company entering a much bigger opportunity?

I studied the FY26 Annual Report to understand the business, growth drivers, financials and key risks.

Here are the points that caught my attention 👇

[Dr. Parth Kaila @ParthKaila]

10/10

🔍 My takeaway:

Jyoti CNC is trying to move beyond being just a CNC machine manufacturer.

The bigger story is:

🇮🇳 India manufacturing + China+1
✈️ Aerospace & Defence
📱 EMS
🔬 Semiconductors
🏭 Capacity expansion
⚙️ Higher-end machines
🤖 Mechatronics

[Dr. Parth Kaila @ParthKaila]

#StockMarketIndia⁠ ⁠#Investing⁠ ⁠#EarningsCall⁠ ⁠#RefurbishedTech⁠ ⁠#IndianEquities⁠ ⁠#GNGElectronics⁠

[Dr. Parth Kaila @ParthKaila]

📊 Key Q1 FY27 Financial Highlights

Revenue: ₹412.5 Cr (+32% YoY)
Gross Profit: ₹101.6 Cr
Gross Margin: 24.65% (+329 bps YoY | +542 bps QoQ)
EBITDA: ₹52.8 Cr (+32.8% YoY) EBITDA Margin: 12.8% (+156 bps YoY) PAT: ₹28.9 Cr (+56% YoY)
PAT Margin: 7.0% (+108 bps YoY)

[Dr. Parth Kaila @ParthKaila]

Shift to Refurbished: High new-device costs are accelerating corporate and retail adoption of premium refurbished laptops backed by 1-to-3-year warranties.

Pricing Realization (ASPs):
Laptops: ₹30,763 (+12% YoY)
Desktops/Others: ₹19,326 (+10% YoY)