Amit

Accidental SME Investor || Ex- Deutsche Bank || BITS Pilani Alumnus || Tech & Sports Enthusiast || Embracing the Journey!

[Amit @a4Amit_]

I think opposite, that we will be witnessing betterment of relationship between RUSSIA & Europe sooner.

[Prosenjit @mitrapredator]

Finland :)

[Amit @a4Amit_]

MERRITRONIX is building world class industry4.2 facility (1st in India). It will increase efficiency towards critical projects, also leading to onboard international clients with better pricing power

FY27 (decade long moat setup year)- NADCAP certi + INDUSTRY4.2 facility

#MRTX

[Professor Calculus @techieinequity]

Merritronix’s NADCAP could unlock global aerospace supply chains.
Key catalyst: certification → Honeywell onboarding → POs → revenue.
• NADCAP process reportedly ~40% complete
• Management target: Aug–Sep 2026

#Merritronix #Aerospace #NADCAP #Honeywell #Defence #Investing

[Amit @a4Amit_]

@invest_yash It seems VT-SSR from its design.
We can track VT-GPS, while VT-SSR was made private. Your confirmation means both the flight are operational on ground.
Expecting good H1FY27 as average no of departure per week per aircraft increased roughly 2x as compared to Q3FY26 ppt.
#FLYSBS

[Amit @a4Amit_]

@iDevesh_DC Delivery & final commercialisation of aircraft takes time. That’s why promoter raised funds last year for 4 wide body aircrafts in advance.
The strict regulations and approvals is a a blessing in disguise as it makes market entry for new players very tough & time taking.
#Afcom

[Amit @a4Amit_]

3rd aircraft: VT-AFJ was delivered to afcom in june’26 & it started to commercialise as late as july’26.

Regarding Q1 FY27- EBITDA margin levels increased drastically bcz afcom comes under designated indian carrier makes them pay 0% VAT on fuel, which earlier was 29%

#Afcom

[RETAILER'S STREET @Bulls_Ring]

#Afcom
For me revenue is miss with 3 planes were operational for all 3 months
Am i missing something����

[Amit @a4Amit_]

@AvishkarNagrath 3rd aircraft was operationalised by late july’26 only.Q1 revenue is from 2 aircrafts only.
Recently, started Dubai, Bangkok, Hanoi, Yangon regularly apart from earlier Male and Colombo route.

+ EBITDA for Q1FY27: 29.5% (highest till now)

#Afcom is now a cash generating machine

[Amit @a4Amit_]

3rd aircraft: VT-AFJ was delivered to afcom in june’26 & it started to commercialise as late as july’26.

Regarding Q1 FY27- EBITDA margin levels increased drastically bcz afcom comes under designated indian carrier makes them pay 0% VAT on fuel, which earlier was 29%

#Afcom

[Amit @a4Amit_]

@samisosa1234 Around 47cr orders received from Uttarakhand (new entry) to be executed in next 3-4months. FY27 guidance:- 100% revenue growth and 50% contribution from manufacturing (27% in FY26) will boost margins. (20-25% capacity utilisation targeted in FY27 and full by FY29. #Avience

[Amit @a4Amit_]

Results declared for AVIENCE BIOMEDICALS
FY26 PAT: 8.75cr (16.6% pat margin)
Operating Cashflow: +5.91cr

Available at ~125cr mcap at P/E of 14.3 only

YIEDA facility to be live from Aug’26, leading to peak revenue of 250cr

FY27: 100% growth & reach Qline’s current level in 3yrs

[Amit @a4Amit_]

Results declared for AVIENCE BIOMEDICALS
FY26 PAT: 8.75cr (16.6% pat margin)
Operating Cashflow: +5.91cr

Available at ~125cr mcap at P/E of 14.3 only

YIEDA facility to be live from Aug’26, leading to peak revenue of 250cr

FY27: 100% growth & reach Qline’s current level in 3yrs

[Amit @a4Amit_]

@srir54 Avience is available at nearly 20 PE on FY26 numbers & at 10 PE on FY27E.

Full FY26 results will be declared tomorrow.
Screener is wrongly showing its 10months numbers as full FY26.

[Amit @a4Amit_]

Argentina in last 10mins! (In last 3 games)

From 0-2 to 3-2 against #Egypt
&
From 1-1 to 3-1 against #Switzerland in Quarter-Final
To
0-1 to 2-1 against #England in Semi-Final

Capturing the crucial moments under pressure.

#Fifa

[Amit @a4Amit_]

The defensive strategy after up 1-0 costed #England big time.
But what a great comeback from #Argentina , 2 goals in last 10mins.

Assist for both the goals came from #Messi
Rooting for another WC for Argentina!

#FIFA

[Amit @a4Amit_]

The defensive strategy after up 1-0 costed #England big time.
But what a great comeback from #Argentina , 2 goals in last 10mins.

Assist for both the goals came from #Messi
Rooting for another WC for Argentina!

#FIFA

[Amit @a4Amit_]

@srir54 Avience is available at nearly 20 PE on FY26 numbers & at 10 PE on FY27E.

Full FY26 results will be declared tomorrow.
Screener is wrongly showing its 10months numbers as full FY26.

[Amit @a4Amit_]

It felt like #France was playing like Portugal.

But great to watch Spain’s near to perfect defense and tactical discipline.

#Spain has conceded just 1 goal in whole tournament and are now into finals.

#FIFA2026

[Amit @a4Amit_]

Back to back Wimbledon championship for #JannikSinner . Again from a set down to winning 3 straight sets, similar like that of 2025. Last time it was against Alcarez and now Zverev.

Now onto semi-finals of #FIFA

[Amit @a4Amit_]

Jannik Sinner was a set down in the Wimbledon final… and ends the day as Champion. 🇮🇹
What a turnaround. What a moment.
Now, eyes on Day 5 at Lord’s.

#Wimbledon2025

[Amit @a4Amit_]

@Noorulipo My prediction for FIFA world cup26- France

[Amit @a4Amit_]

@eucopresident Russia & USA have been successful in manipulating the crude. Soon the war in west Asia would end from USA side with passive aggression b/w Israel & Iran to continue.
War b/w Russia & EU also to be ended soon now.

[Amit @a4Amit_]

@BRICSinfo As said everything is pre-planned between Putin & Trump. Soon Russia would be able to sell their oil freely in Europe and may be even to USA.
These steps could make Russia as neutral between China & US & its win for US.

[Amit @a4Amit_]

@Polymarket Russia & USA have been successful in manipulating the crude. Soon the war in west Asia would end from USA side with passive aggression b/w Israel & Iran to continue.
War b/w Russia & EU also to be ended soon now.

[Amit @a4Amit_]

@BRICSinfo As said everything is pre-planned between Putin & Trump. Soon Russia would be able to sell their oil freely in Europe and may be even to USA.
These steps could make Russia as neutral between China & US & its win for US.

[Amit @a4Amit_]

@Polymarket Later this year, Trump will eye on Cuba after Venezuela, Iran & Greenland.

[Amit @a4Amit_]

@Polymarket Nepal electing rapper, Pak electing cricketer as PM tells d state of these countries.
He is radical & may soon start mistreating Indian diaspora living in Nepal due to which (energy, trade, culture, border) relation b/w India & Nepal may go down.
He may not complete tenure as PM.

[Amit @a4Amit_]

@PTI_News Demography change is going to be faster and sudden than anticipated. Government & Justice will not do everything. Hindu population and community need to look after society.