Stocks Apple - SME ll Microcaps ❤️

💡Value Investor
💹Trader
Fundamental Meets Technical

Not SEBI Registered Advisor. DYOR

🙏Tumhare Bal Hum Darpat Nahi 🙏

TG:

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

@grok @SardaDhruv @share_buyback Shouldn't retail size will be 15 percent. Ar will change acc

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

@AmitabhJha3 🚀🥔
I’m not buying dips—I’m digging them.
😂

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚨 𝗔𝗕𝗦 𝗠𝗮𝗿𝗶𝗻𝗲 𝗦𝗲𝗰𝘂𝗿𝗲𝘀 ₹27 𝗖𝗿 𝗟&𝗧 𝗢𝗳𝗳𝘀𝗵𝗼𝗿𝗲 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁 🚢⚡

ABS Marine Services (NSE: ABSMARINE) bags a ₹26.7 Cr charter hire deal from Larsen & Toubro for a DP-2 Platform Supply Vessel deployment.

🔹 Tenure: 120 days + 56 days extension option
🔹 Scope: Offshore support for L&T infra & energy projects
🔹 Boosts: Fleet utilization & recurring revenue stream
🔹 Recent wins: ONGC, Schlumberger, Chennai & Vizag port service pacts

📊 FY25: Revenue ₹184.3 Cr | EBITDA ₹54.6 Cr | PAT ₹27.3 Cr

#ABSMARINE #LarsenToubro #OffshoreEnergy #MarineLogistics #Contracts #Infra

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

@NiyiDaniels_ Yes

[Basant Maheshwari @BMTheEquityDesk]

Smart investors book losses foolish ones book profits!

I am serious.

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

@InvestInMicro Ace Construction

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚨 L&T 🤝 ACWA Power | Green Hydrogen Hub

Larsen & Toubro (Renewables – RENU) inks MoU with ACWA Power for Renewables & Grid scope of the Yanbu Green Hydrogen Hub 🇸🇦.

🔋 Scope covers Solar PV, Wind & Battery Energy Storage + substations & transmission lines.
📑 L&T to enter EPC contract post-final proposal approval.
🌍 Supports Saudi Arabia’s global clean energy & green ammonia export push.
🤝 Strengthens India–Middle East–Europe clean energy integration.

#LarsenToubro #ACWAPower #GreenHydrogen #GreenAmmonia #Renewables #EnergyTransition #SaudiArabia #CleanEnergy #EPC

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🌏 Sarveshwar Foods Wins ₹329 Mn Export Order

Sarveshwar Foods secures major order from Singapore’s Monarda Commodities via its wholly owned subsidiary Green Point Pte. Ltd., boosting global expansion.

📍 Market: Singapore
💰 Order Value: ₹329 million (~₹32.9 Cr)
✅ Certifications: ISO 22000, USFDA, BRC, Kosher, NOP-USDA Organic
📈 Builds on recent ₹1499.5 Mn rights issue & growing overseas demand

#SarveshwarFoods #Exports #FMCG #Agri #GlobalExpansion

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚰 SEPC wins ₹442.8 Cr Irrigation Project in Bihar

SEPC secures major EPC order from Irrigation & Water Resources Dept., Dehri for Jamaniyan–Kakrait Gangajal Lift Irrigation Scheme in Kaimur district under Pragati Yatra initiative.

📍 Location: Kaimur district, Bihar
🗓 Timeline: 24 months
🌾 Scope: Water Supply & Irrigation Scheme
💡 Impact: Boosts agri water availability & rural development
📈 Strengthens SEPC’s leadership in water infra EPC domain

#SEPC #Infrastructure #Capex #OrderWin #Irrigation #WaterResources

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚀 Defense – Major Orders This Week 🚀

⚔️ Bharat Electronics – ₹712 cr Defence & Electronics Systems Supply for Government Projects
💥 Jaykay Enterprises – ₹95 cr BrahMos Missile Component Manufacturing Order
🛡️ Concord Control Systems – ₹19.45 cr KAVACH 4.0 Advanced Defence System Order
🛠️ RRP Defence – ₹2.8 cr Defence Equipment & Solutions Contract
🛳️ Garden Reach Shipbuilders & Engineers – $63 Million Naval & Defence Shipbuilding Contract

#OrderWins #Defense #Military #Naval #MissileSystems #Electronics #IndiaInvesting #BharatElectronics #Jaykay #ConcordControl #RRPDefence #GardenReach #BusinessGrowth #Capex #Contracts

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚀 IT & Services – Major Orders This Week 🚀

💻 Adroit Infotech – ₹29 cr Custom Software Development & IT Solutions for Enterprise Clients
🖥️ Arfin India – ₹16 cr & ₹180 cr IT Infrastructure Modernization & Automation Projects
📡 Avantel – ₹1.94 cr, ₹10 cr & ₹12.5 cr Telecom Networking & IT Services Orders
🖱️ Dev Information Technology – ₹0.40 cr Digital Solutions & IT Support Services Contract
🛠️ ITCONS e-Solutions – ₹0.65 cr Software Implementation & IT Integration Project
🏢 Netweb Technologies – ₹450 cr Data Centre & Cloud Infrastructure Services for Large Enterprise
🌐 TCS – Digital Transformation Deals with The Warehouse Group & ARN Media Partners

#OrderWins #ITServices #DigitalTransformation #SoftwareSolutions #Telecom #CloudInfrastructure #DataCentre #EnterpriseIT #IndiaInvesting #AdroitInfotech #ArfinIndia #Avantel #DevIT #ITCONS #NetwebTechnologies #TCS #BusinessGrowth #Capex #Contracts

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚀 Infrastructure & Construction – Major Orders This Week 🚀

🏗️ Capcite Infraprojects – ₹1,518 cr EPC Contract for Large-Scale Infrastructure Projects
🏢 Ramky Infrastructure – ₹2,085 cr Urban & Industrial Development Projects Order
🏗️ NCC Ltd – ₹2,090 cr Construction & Civil Engineering Projects Order
🏢 Pnc Infratech – ₹496 cr Infrastructure Development & EPC Contract
🏗️ SEPC Ltd – ₹442 cr Construction & Project Management Services Order
🏢 Oval Projects – ₹58 cr Building & Civil Works Order
🏗️ Sattva Engineering Construction – ₹125 cr Residential & Commercial Projects Order

#OrderWins #Infrastructure #Construction #EPC #CivilEngineering #UrbanDevelopment #IndiaInvesting #Capcite #Ramky #NCC #PNCInfratech #SEPC #OvalProjects #Sattva #BusinessGrowth #Contracts #Capex

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚀 Energy, Power & Renewables – Major Orders This Week 🚀

⚡ Adani Power – 2,400 MW Long-Term PPA with Bihar Government for Thermal Power Supply
☀️ Insolation Energy – 34 MW Solar Project under PM KUSUM for Rural Electrification
☀️ Insolation Energy – 226.45 MW Large-Scale Solar Project under PM KUSUM Scheme
💨 Suzlon – 838 MW Wind Power Project Order from Tata Power
☀️ Vikram Solar – 200 MW Solar Modules Supply for Utility-Scale Solar Projects
💡 Rajesh Power – ₹183 cr & ₹95 cr Orders for Power Transmission Infrastructure
🔌 L&T – ₹5,000 cr Bullet Train Electrical & Infrastructure Project
⚡ L&T – ₹2,500 cr Nuclear Power Equipment & Services Order from NPCIL

#OrderWins #Energy #Power #Renewables #Solar #Wind #Infrastructure #IndiaInvesting #AdaniPower #InsolationEnergy #Suzlon #VikramSolar #RajeshPower #LarsenToubro #BusinessGrowth #Capex #Contracts

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚀 Industrial & Engineering – Major Orders This Week 🚀

🏭 Agarwal Industrial Corp – ₹330 cr IOCL Contract for Industrial Equipment Supply
⚙️ Bharat Electronics – ₹712 cr Defence & Electronics Systems Order for Govt Projects
💡 Diamond Power Infrastructure – ₹236 cr Power Transmission & Substation Equipment Order
🏗️ Jay Bee Laminations – ₹173 cr Electrical Laminations Supply for Transformers
⚒️ Jaykay Enterprises – ₹95 cr BrahMos Missile Component Manufacturing Order
🏭 Krsytal Integrated Services – ₹168 cr Industrial Services & Engineering Solutions Contract
💰 Shakti Pumps – ₹348 cr Water & Pumping Solutions Supply for Infrastructure Projects
💡 Transrail Lighting – ₹421 cr Railway & Infrastructure Lighting Systems Order
📡 Railtel – ₹266.5 cr Telecom & Data Network Infrastructure Orders from Govt Agencies

#OrderWins #Industrial #Engineering #Infrastructure #IndiaInvesting #AgarwalIndustrial #BharatElectronics #DiamondPower #JayBee #Jaykay #Krsytal #ShaktiPumps #Transrail #Railtel #BusinessGrowth #Capex #Contracts

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚀 Healthcare – Capacjty Expansion/Capex This Week 🚀

🏥 KIMS Hospital – New Bengaluru Facility Commissioned ⭐
• Expands multi-speciality healthcare services
• Boosts patient care capacity

🏥 Unihealth Hospitals – 200-Bed Expansion
• Adds multi-speciality infrastructure
• Enhances regional healthcare reach

🧪 Sai Life Sciences – Veterinary API Facility Commissioned
• Expands animal healthcare product manufacturing
• Supports domestic & export supply

#Capex #Healthcare #HospitalExpansion #LifeSciences #MedicalInfrastructure #IndiaInvesting #KIMS #Unihealth #SaiLifeSciences #BusinessGrowth #Expansion

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚀 Manufacturing & Industrial – Capex This Week 🚀

🔧 Azad Engineering – Siemens Energy Facility Launch ⭐
• Boosts production & efficiency

⚙️ Cosmic CRF – Greenfield Forged Components Plant
• Targets automotive & industrial segments

🏭 GM Polyplast – Polymer Capacity Expansion
• Expands output at ₹2.5 cr

🏗️ Gillanders Arbuthnot – New Fabrication Plant Operational
• Focused on textile & industrial components

⚒️ Prism Johnson – Grinding Capacity Commissioned
• Enhances cement & construction products

💰 Shilchar Technologies – ₹90 cr Capacity Boost ⭐
• Supports heavy engineering & steel sectors

🏭 Monolithisch India – Industrial Materials Capacity Added
• Expands supply for industrial components

#Capex #Manufacturing #IndustrialGrowth #Engineering #Steel #Automotive #Construction #IndiaInvesting #AzadEngineering #CosmicCRF #GMPolyplast #Gillanders #PrismJohnson #Shilchar #Monolithisch #BusinessGrowth #Expansion

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚨 Major JV Announcements This Week 🚨

🔧 Cyient & Anora – Semiconductor Innovation Hub

Launch test & validation facility in Bengaluru

Covers design, silicon bring-up & production testing

🏗️ JSW Steel – Australia Coal Expansion

Acquires majority stake in Australian coking coal mine

Ensures secure raw material supply for steel

⚡ Sterling Tools & Landworld – EV Tech Manufacturing

JV to produce EV chargers & DC/DC converters in India

Revenue potential: ₹450 cr by FY30

🌍 Servotech Renewable & Enovra – Mauritius Green Push

Expand solar & EV charging business

Drive adoption of clean energy in the region

📺 SJS & BOE Varitronix – Automotive Display Collaboration

Partner to manufacture automotive display screens

Includes technology transfer & assembly

#IndiaInvesting #JVs #Semiconductors #EV #Renewables #Steel #Manufacturing #Infra #Tech
#Cyient #Anora #JSWSteel #SterlingTools #Landworld #Servotech #Enovra #SJS #BOEVaritronix

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

📌 Arkade Developers – Emerging MMR Redevelopment Play 🏗️

Mumbai-focused realty specialist in redevelopment & premium housing; converting land scarcity into high-GDV launches.

FY24: Revenue ₹635 Cr (+184% YoY), PAT ₹123 Cr (+142% YoY); debt cut >50% to ₹69 Cr, balance sheet reset.

Pipeline: marquee projects incl. Filmistan Studios redevelopment → multi-year visibility.

Triggers: premium housing demand, deleveraging, execution track record, brand premium.

Risks: input cost inflation, MMR dependence, approval delays.

Thesis: Positioned as a structural growth story in India’s most attractive housing market.

#ArkadeDevelopers #RealEstate #Redevelopment #MMR #GrowthStocks #Housing #Smallcap

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

@KhapreVishal Yes.

[Stocks Apple - SME ll Microcaps ❤️ @StocksApple]

🚨 Apollo Micro Systems (AMS) Update 🔋🚀

Defence electronics firm evolving into full-fledged weapon systems manufacturer.

Q1FY26: Revenue ₹1,335.8 Mn (+46% YoY), EBITDA +83% YoY, PAT more than doubled to ₹176.8 Cr; order book at ₹7,350 Mn .

Portfolio spans missile subsystems (Akash-NG, QRSAM, MPATGM), torpedoes (Varunastra, ALWT, EHWT), naval mines & avionics.

Acquired IDL Explosives (₹1,070 Mn) → backward integration into explosives & warheads + large land bank for brownfield expansion .

Expansion: Unit 3 (Hyderabad) weapon integration hub; ₹150 Cr capex in FY26 .

First export order: $13.4 Mn (₹1,140 Mn) avionics contract; export scaling over 2–3 yrs .

📊 Triggers: Defence order execution, IDL Explosives integration, exports ramp-up.
⚠️ Risks: Capex overruns, dependency on defence budget allocations, integration challenges.
👀 Watchlist: Export pipeline traction, brownfield expansion, margin sustainability at 30%+.

#ApolloMicro #Defence #AtmanirbharBharat #MakeInIndia #DefenceStocks #Capex #Exports