Lets Grow Together

Tracking companies like a hawk 🦅 | Order book & revenue insights 📊 | Key takeaways from concalls 🎙️ | Breaking down business, one update at a time|

[Lets Grow Together @Priya9208]

🚨 High RVOL & Breakout Activity | NSE 🚨23.06.2026
Today's notable movers based on Relative Volume (RVOL) and 20-Day High breakouts:

📊 DPWIRES | +8.3% | RVOL 45.2x
📊 KIRLOSENG | +4.8% | RVOL 20.1x | 20D High Breakout
📊 TRF | +7.8% | RVOL 11.4x | 20D High Breakout
📊 BASF | +4.8% | RVOL 8.7x | 20D High Breakout
📊 BLACKROSE | +9.3% | RVOL 7.1x | 20D High Breakout
📊 TINNARUBR | +5.1% | RVOL 5.1x | 20D High Breakout

📍 Distance from 52-Week High:
• BLACKROSE: -5.7%
• KIRLOSENG: -7.9%
• TINNARUBR: -11.7%

#NSE #StocksInFocus #VolumeSpike #BreakoutStocks #IndianStockMarket #MarketWatch #TradingView

[Lets Grow Together @Priya9208]

CareEdge Ratings has reaffirmed/assigned ratings for Azad Engineering Ltd (AEL).

Long-term Bank Facilities: Reaffirmed at CARE A; Stable (enhanced to ₹336.55 cr).

Long/Short-term Bank Facilities: Reaffirmed/Assigned at CARE A; Stable / CARE A2+ (₹205 cr total).

Short-term Bank Facilities: Assigned CARE A2+ (₹22.90 cr).

Key Drivers:

Strengths: Strong OEM relationships (GE, Boeing, Honeywell), massive ₹6,500 cr order book, and solid FY26 financials (TOI grew to ₹611.78 cr; PBILDT margin at 39.09%).

Weaknesses: Elongated working capital cycle (344 days) and execution risks tied to its large debt-funded capex in Hyderabad.

#AzadEngineering #CreditRating #StockMarketIndia

[Lets Grow Together @Priya9208]

🔥 Momentum Breakout Watchlist 🔥

Strong volume-backed breakouts spotted today: 22-06-2026

#KIRLOSENG +20% 🚀
#BLACKROSE +17.3%
#MADHUSUDAN +15.3%
#CAPACITE +12.3%
#KOTYARK +12.2%
#NACLIND +11.4%
#DENTA +11.3%
#KSCL +11.2%
Highest RVOL:
✅ KSCL (85.8x)
✅ EPACK (48.4x)
✅ BLACKROSE (41.1x)
Near 52W High:
🎯 KIRLOSENG
🎯 BLACKROSE
🎯 VENUSPIPES
🎯 DELHIVERY
Follow volume. Follow price. Markets reward strength.
#StocksToWatch #BreakoutStocks #IndianStockMarket #NSE #StockMarketIndia #SwingTrading #MomentumInvesting

[Lets Grow Together @Priya9208]

🤝 Black Box ($BBOX) partners with AIONOS to accelerate enterprise AI adoption globally.

✅ Combines Black Box's digital infrastructure expertise with AIONOS' AI platforms
✅ Focus on AI-ready data centers, networks & enterprise applications
✅ Targets opportunities across India, North America, EMEA & APAC
✅ Strong focus on India's fast-growing GCC ecosystem
A strategic move positioning Black Box at the intersection of AI infrastructure and enterprise transformation. 🚀
#BBOX #BlackBox #AI #ArtificialIntelligence #DigitalTransformation #DataCenters #GCC #EnterpriseAI #Technology #StockMarketIndia

[Lets Grow Together @Priya9208]

📢 Astra Microwave Products announces a key strategic move.

The Board will meet on 10 June 2026 to consider a Scheme of Arrangement/Demerger between Astra Microwave Products Ltd. and Astra Space Technologies Pvt. Ltd. under Sections 230-232 of the Companies Act.

A development worth tracking for shareholders. 🚀

#ASTRAMICRO #AstraMicrowave #Demerger #CorporateAction #Defence #SpaceTech #StockMarketIndia

[Lets Grow Together @Priya9208]

🚨 Key takeaway from Astra Microwave's concall:The company is evolving from a subsystem supplier to an IP-led defence technology company.🛰️ Space demerger planned
📦 ₹2,141 Cr order book
💰 ₹370 Cr operating cash flow
🚀 Proprietary Astra products launching soon
🎯 Target: 3x revenue in ~5 yearsOne of the more interesting long-term stories in India's defence sector.#ASTRAMICRO #Defence #Aerospace #IndianStocks #MakeInIndia

[Lets Grow Together @Priya9208]

TRANSFORMERS & RECTIFIERS (INDIA) LTD. (TARIL) – FY27 starts strong ⚡

🔹 Opening Order Book (Mar'26): ₹5,005 Cr

New Orders Won:
✅ Export Order – ₹150 Cr
✅ Bhanwariya Infra – ₹175 Cr
✅ GETCO – ₹228 Cr
📈 Total Order Book now stands at ~₹5,558 Cr
FY27 Management Guidance:
• Revenue: ₹3,250 Cr
• Growth: 35–40% YoY
FY26 Performance:
• Revenue: ₹2,509 Cr
• EBITDA: ₹444 Cr
• PAT: ₹272 Cr

Capacity Expansion Update:
🏭 Changodar plant commissioning in Q2 FY27
🏭 Target ~80% utilization by Q3 FY27
🏭 Moraiya expansion to commence post-monsoon
🏭 Existing Moraiya facility operating at ~75% utilization

Key Takeaway:
A ₹5,558 Cr order book against FY27 revenue guidance of ₹3,250 Cr provides strong revenue visibility. Capacity expansion and improving utilization could support the next phase of growth.
#TARIL #TransformersAndRectifiers #PowerSector #CapitalGoods #Manufacturing #Infra #IndianStocks #StockMarketIndia #SmallCaps #Investing

[Lets Grow Together @Priya9208]

Shree Refrigerations Ltd secures two purchase orders worth ₹2.55 Cr from Mazagon Dock Shipbuilders Ltd for supply of AC plant spares and FCU repair, maintenance & installation services. The orders will be executed over the next 12 months and up to June 2027, strengthening the company's order book and presence in the defense/marine sector.

#ShreeRefrigerations #MazagonDock #OrderWin #DefenceSector #MarineEngineering #Manufacturing #Infrastructure #SmallCapStocks #StockMarketIndia #BusinessUpdate

[Lets Grow Together @Priya9208]

Shree Refrigerations Ltd: Q4 FY26 Concall Highlights

• Leading Defence HVAC player with ~64% market share
• 8 Defence projects under execution
• Order book at ₹270.7 Cr as of FY26 end
• Expected FY27 order inflow of ₹640 Cr
• Exploring data centre cooling; revenue contribution likely from FY28
• No major capex required for near-term growth
• Existing infrastructure can support up to ₹400 Cr revenue
• H2 expected to remain stronger than H1
Financials:
FY23
Revenue ₹50 Cr | PAT ₹4 Cr
FY24
Revenue ₹80 Cr | PAT ₹11 Cr
FY25
Revenue ₹98 Cr | PAT ₹13 Cr
FY26
Revenue ₹153 Cr | PAT ₹21.4 Cr
Management commentary:
• Defence HVAC opportunity estimated at ₹3,000–3,500 Cr over the next 2–3 years
• Potential company share of ₹1,000–1,500 Cr
• Growth expectation of ~40% CAGR over the next 3–5 years
• Long-term target: ₹1,000 Cr revenue and ₹120 Cr PAT by FY31

A niche Defence infrastructure play with a growing order book, strong execution track record and potential entry into data centre cooling.

#ShreeRefrigerations #SmallCaps #Defence #DefenceStocks #HVAC #DataCenters #IndianStockMarket #StockMarketIndia #Microcap #Investing

[Lets Grow Together @Priya9208]

Oswal Pumps secures 63 MW rooftop solar orders in Bihar under PM Surya Ghar Yojana, covering 57,492 consumer installations across Motihari, Saharsa & Ara. ☀️

📌 Installation order value: ₹247 Cr 📌 Additional 10-year RESCO revenue potential: ₹257 Cr 📌 Total opportunity: ₹500+ Cr

The project strengthens Oswal’s diversification beyond PM Kusum and boosts long-term annuity-style revenue visibility. Commissioning expected within 9 months. #SolarEnergy #RenewableEnergy #PMSuryaGhar #OswalPumps

[Lets Grow Together @Priya9208]

Cyient has announced a ₹720 crore share buyback, approved by its Board and shareholders, reinforcing confidence in the company’s long-term growth and commitment to enhancing shareholder value. The buyback will be executed through the tender offer route at ₹1,125 per share, covering up to 64 lakh equity shares (5.76% of outstanding equity capital).

📌 Timeline:
• Board approval: 23 April 2026
• Shareholder approval: 10 June 2026
• Public announcement: 12 June 2026
• Record date: 17 June 2026
#Cyient #Buyback #ShareBuyback #CorporateAction #ShareholderValue #ITServices #EngineeringServices #IndianStocks #StockMarketIndia #CapitalAllocation

[Lets Grow Together @Priya9208]

Emerald Finance has secured a ₹10 crore term loan from ICICI Bank to accelerate the expansion of its lending business. The funds will primarily support onward lending activities, including the company’s Earned Wage Access (EWA) program, enabling employees to access earned salaries before payday through employer-linked short-term credit solutions.

📌 Timeline:
• Loan sanctioned: 13 June 2026
• Immediate deployment towards lending operations
• Focus area: Scaling EWA and lending portfolio growth
The addition of ICICI Bank alongside SBI strengthens Emerald Finance’s funding profile, operational scalability, and long-term growth prospects.
#EmeraldFinance #NBFC #Fintech #EWA #EarnedWageAccess #Lending #FinancialInclusion #ICICIBank #SBI #GrowthCapital #StockMarketIndia #SmallCap

[Lets Grow Together @Priya9208]

Ceinsys Tech has secured international purchase orders worth $3.16 million (~₹30.06 crore) from T Second Inc, USA, marking a significant step in its global AI and technology expansion. The orders cover NVME drive supply, AI-powered building/road extraction and asset monitoring on the BRYCK AI platform, and Enterprise Geospatial Imagery Repository & AI Feature Extraction solutions.

📌 Timeline:
• Order received: 13 June 2026
• Execution period: Within 2 weeks
• Delivery completion target: 30 June 2026
The win strengthens Ceinsys’ overseas presence and validates its AI-led enterprise solutions strategy.
#CeinsysTech #AI #ArtificialIntelligence #GeospatialAI #EnterpriseAI #DigitalTransformation #TechStocks #SmartInfrastructure #Innovation #IndiaTech #StockMarketIndia

[Lets Grow Together @Priya9208]

Shakti Pumps: Invests ₹10 Cr in wholly owned subsidiary Shakti Energy Solutions to set up a greenfield Solar DCR Cell & Solar PV Module manufacturing plant at Pithampur, MP. Planned capacity of 2.20 GW. No regulatory approvals required. Investment to be made through equity shares. Subsidiary FY26 turnover stood at ₹239.11 Cr.
#ShaktiPumps #SolarEnergy #Manufacturing #RenewableEnergy #SolarModules #SolarCells #Capex #IndiaMarkets

[Lets Grow Together @Priya9208]

🚀 BIG MOVE by $AXISCADES 🚀

✈️ AXISCADES announces the strategic divestment of its Aerospace Engineering Services business to Akkodis, marking a major transformation journey!

🔥 Key Highlights: ✅ 51% stake to be acquired by Akkodis ✅ Fully funds the ambitious #Power930 growth plan ✅ New Space Division 🛰️ ✅ Stronger focus on Aerospace Manufacturing, Defence, AI & Semiconductors ✅ Strategic partnership with a global engineering leader

This isn't just a transaction—it's a bold step toward becoming a next-generation aerospace, defence, space & AI powerhouse. 💥

#AXISCADES #Aerospace #Defence #SpaceTech #AI #Semiconductors #MakeInIndia #AtmanirbharBharat #StockMarket #NSE #BSE

[Lets Grow Together @Priya9208]

Jeena Sikho Lifecare Ltd (NSE: JSLL) has announced plans to establish a new 160+ bed hospital facility in Lucknow, Uttar Pradesh.

📍 Location: Kanpur Road, Sarojini Nagar, Lucknow
🏥 Capacity: 160+ beds
📐 Area: ~1.25 lakh sq. ft.
💰 Investment: ~₹3 crore (through internal accruals)
🗓️ Expected commencement: August 2026

The expansion is aimed at strengthening the company’s healthcare network and extending its Panchakarma and Ayurvedic healthcare services to a larger population.

#JSLL #Healthcare #Ayurveda #HospitalExpansion #StockMarket #SMEStocks

[Lets Grow Together @Priya9208]

Indore-based #GyrotronixRobots has unveiled HULC 3.0 (High Utility Load Carrier), an indigenous Unmanned Ground Vehicle (UGV) capable of carrying payloads up to 300 kg. Designed for logistics, defense, and rugged terrain operations, HULC 3.0 marks another step forward in India's growing robotics and autonomous systems ecosystem. 🇮🇳🤖

[Lets Grow Together @Priya9208]

🟢 Sagility (NSE: SAGILITY) acquires U.S.-based CareSeed to strengthen its AI-led healthcare quality platform.

🇺🇸 CareSeed serves 30 healthcare payers with a strong Medicare Advantage presence and specializes in:
📊 HEDIS Reporting
📋 Medical Record Review
🔍 Chart Abstraction
📈 Regulatory Analytics
💰 CareSeed FY25 Performance:
• Revenue: $5.1M
• EBITDA: $1.6M
• EBITDA Margin: 31.4%
🎯 Strategic Benefits:
✅ Expands Medicare Advantage & CMS Stars capabilities
✅ Adds NCQA-certified Forecast & Harvest platforms
✅ Accelerates AI-led quality operations strategy
✅ Creates cross-sell opportunities across 28+ payer relationships
✅ Expected to be EPS accretive
Sagility continues its transformation from a healthcare services company into a technology & AI-led healthcare operations platform focused on improving quality scores, closing care gaps, and driving better outcomes for health plans.

#Sagility #SAGILITY #HealthcareIT #HealthTech #AI #MedicareAdvantage #HealthcareAnalytics #DigitalHealth #IndianStocks

[Lets Grow Together @Priya9208]

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