ROHITK

Invester/Love to Analysis & Research/Views Personal/Mainly focus on Smallcap & Microcap/NOT SEBI REGISTERED🚫.

[ROHITK @StockMarketDNA]

Please Note :

I am not SEBI registered.
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[CA Vivek Khatri @CaVivekkhatri]

Paras may not be the prime contractor here but it sits deeper in the defence electronics supply chain.

Its capabilities include:

• Active-array radar cooling systems
• Electronic warfare & surveillance electronics
• Command & control systems
• Electro-optics
• Armoured-vehicle electronics
• Phased-array antenna development

And in 2026 alone:
₹52.82 Cr BEL electro-optics order
₹7.72 Cr DRDO phased-array antenna order

So if radar + EW + surveillance procurement expands, Paras Defence is a credible second-order beneficiary to track.

[CA Vivek Khatri @CaVivekkhatri]

₹1.10 LAKH CRORE DEFENCE AoN - THE LISTED STOCK MAP 👇

DIRECT / STRONGEST LINE-OF-SIGHT

1. HAL → Advanced Light Helicopters
2. BEL → Arudhra Radar / EW / Jammers
3. BEML → HMV / Trawl Tanks / Sarvatra / Mine Systems
4. Ashok Leyland → High Mobility Vehicles

PROGRAM / SUPPLY-CHAIN EXPOSURE
1. L&T → Sarvatra Bridge System
2. Bharat Forge → Marine Gas Turbines
3. Data Patterns → Arudhra Radar subsystems / EW systems
4. Astra Microwave → Arudhra Radar + RF/Microwave & EW modules
5. Paras Defence → Radar cooling / EW / Electro-Optics / Defence Electronics

IMPORTANT: CBRN Recce, DEFSAC and several IAF upgrade programmes still don't have publicly confirmed listed vendors.

So don't read this as:

₹1.10 lakh Cr = orders for these stocks.

Read it as:
₹1.10 lakh Cr procurement pipeline → identify the companies already sitting inside each programme's ecosystem.

#Defense #Investing

[ROHITK @StockMarketDNA]

@gauravk27590299 @amurfalcon1

[ROHITK @StockMarketDNA]

@Rahulsingh36167 @vipincrepe1 ☑️

[TheAlpha10X @TheAlpha10X]

FII Increased Stake
+
DII Increased Stake
=
High Conviction Bets 🔥

✅40 Stocks for Watchlist

Yasho Industries
VA Tech Wabag
Cupid
Goodluck India
Astra Microwave
V2 Retail
Himadri Speciality Chemical
Knowledge Marine
HFCL
Fineotex Chemical
Sterlite Technologies
GNG Electronics
Shilchar Technologies
Power Mech Projects
Sky Gold
Jayaswal Neco
Data Patterns
IOL Chemicals
Belrise Industries
Marine Electricals
KRN Heat Exchanger
Avantel
Ram Ratna Wires
Senores Pharma
Pondy Oxides
Dynamatic Technologies
Krishna Phoschem
Precision Wires
Talbros Auto
Quality Power
Neuland Labs
DEE Dev
Sigma Advanced Systems
Man Industries India
Skipper
Ideaforge
Vintage Coffee
AXISCADES Technologies
Godawari Power & Ispat
V-Marc

RETWEET & REPOST if useful

Which stock interests you❓

For Detailed Analysis of these stocks, see the Comment Section 👇👇👇👇

[ROHITK @StockMarketDNA]

HanumanAnsh vs Toxic

Bookings Last hour
9.53k vs 7.93k

🤣🤣Toxic

#HanumanAnsh is Going to be the Biggest Blockbuster of the Year❤️🙏

[ROHITK @StockMarketDNA]

Mobile Phone Manufacturing Scheme (MPMS 2026)

#AIdata
#Gemini

#kyanes
#syrma
#amber
#optiemus

Today optiemus 9% with Big volume😃

Note:-(DYOA)

[ROHITK @StockMarketDNA]

@1no_aalsi_ @PrimeVideo also🤣

[ROHITK @StockMarketDNA]

हर तरफ tempsens tempsens हो रखा है 🤩😍

ipo

[ROHITK @StockMarketDNA]

Watchlist

#Cdsl
#alkylamines
#kennametal
#akiko
#wockpharma
#oseldevices

[ROHITK @StockMarketDNA]

Lt elevator

#Gemini

(Do your own analysis)

[ROHITK @StockMarketDNA]

Lt elevator

#Gemini

(Do your own analysis)

[ROHITK @StockMarketDNA]

Shares Lock in ends Dates

#Geminidata

(Checked yourself Also)

[ROHITK @StockMarketDNA]

@itsnitinverma Same pinch♥️😄

[ROHITK @StockMarketDNA]

@itsnitinverma @AnkurCh24702581 Yeah ,cash ki to bahut Killat hai..😃

[ROHITK @StockMarketDNA]

@AnkurCh24702581 @itsnitinverma Portfolio ka Kala tiika utar diya😅🤣

[ROHITK @StockMarketDNA]

👦Are bhai kya chal rha hai

👦🏼Precision engineering chal rha hai🔥🔥

[ROHITK @StockMarketDNA]

Missed Metallic technoforge

😅🙃
106-110 to 151 🔥

[Capt. Sachin Chaudhary @suryachaudhary1]

Page 2 on Metalic Technoforge

This page is saying all the possible points in summary as to why I am positive on Metalic

Their are not limited to domestic market and Rajkot company

They have made their presence in international OEMs

#metalic
#Metalic
@Vihaan_001_

[ROHITK @StockMarketDNA]

@itsnitinverma Well said♥️

[ROHITK @StockMarketDNA]

Ceinsys tech 😊

Recovering

Jal Jeevan 2.O