Top Tweets for #Axiscadestech
#AxiscadesTech | #AzadTech | #ManoramaIndustries
All three companies are at an inflection point.
Manorama Industries
The company is scaling capacity from ~52,000 to ~98,000, which, in my view, can take the business towards 1,000 Cr PAT.
And this is not the end. From ~1,00,000 capacity, the company is aiming towards ~2,00,000, which could potentially make it a global leader in the business.
2,000 Cr PAT may not be as far away as it looks today.
The latest results give us a good glimpse of what the numbers could look like going forward. Great Q1 numbers.
Axiscades Technologies
Axiscades is going through a major transformation. I believe the difficult phase is behind the company, and now the transformation should start reflecting in the numbers.
With a strong position across defence and aerospace, and capital being redeployed into the business, the opportunity is getting significantly bigger.
The vision 9000crs sales by 2030 shared by SRN Sir looks achievable. So, I believe 1,000 Cr PAT can become a realistic long-term possibility.
Azad Engineering
Azad is a pride for our country. The work they have done on GTRE engine with DRDO and their contribution towards building indigenous engine technology is truly special.
In businesses like this, getting even one new customer is extremely difficult. Azad has gone a step further by achieving sole-supplier status with global MNC leaders.
Think about the importance of that relationship:
The big guys depend on a small guy like Azad.
If Azad stops, their operations can be impacted.
In high-precision engineering, trust, quality and reliability take years to build — and once that trust is established, customer stickiness becomes extremely strong.
That gives Azad tremendous visibility for future growth.
1,000 Cr PAT is a strong possibility. And honestly, 2,000 Cr PAT would not surprise me over the long term.
What connects all three?
Deep technology.
High-precision engineering.
Large opportunity size.
Limited real competition.
Strong management.
Visionary promoters.
This is exactly what we look for in our investment philosophy.
Find businesses where the opportunity is huge, competition is limited, and the management has the vision and capability to execute for the long term.
And most importantly:
Today's topline is tomorrow's PAT.
We invest in the story and stay invested in the numbers.
The story is unfolding.
Now, let's watch the numbers do the talking. 🚀
And yes… my 4th company might soon join this list. 😅
#AxiscadesTech | #AzadTech | #ManoramaIndustries
Looking at all 3 businesses, there is a strong possibility of each scaling toward a Rs 50,000 Cr Market cap over time.
But to truly understand this potential, one needs to go beyond surface-level numbers and deeply study the businesses.
These are high-quality, deep-tech driven companies with strong structural growth tailwinds. In such businesses, management quality plays a critical role they are the ones who allocate capital, execute strategy, and ultimately drive long-term value creation.
A few key investing principles:
Invest in the story, stay invested in numbers:
The narrative gives direction, but execution reflects in financials over time.
Today’s topline is tomorrow’s PAT:
Revenue growth, when backed by operating leverage and discipline, translates into profitability.
The real edge lies in combining business understanding with patience.
#AxiscadesTech
After the latest concall, one thing is becoming increasingly clear — FY27 onwards could mark a completely different phase for the company.
Management has laid out an ambitious roadmap to reach ₹9,000 crore in revenue, and more importantly, the foundation for that growth is already being built today.
What stood out was the confidence around capital allocation. Management clearly stated that the planned expansion does not require equity dilution or excessive debt. The growth investments are expected to be funded largely through internal accruals.
Growth Investments Underway:
• Aeroland – ₹100 crore
• DAC Phase I – ₹1,300 crore by Mar'27
• MAC – ₹300 crore by Mar'27
• Two Aerospace acquisitions – ₹450 crore
• Two ESAI acquisitions – ₹200 crore
Total planned investment: ~₹2,350 crore+
SRN Sir was very clear that something transformational is underway. The scale of investments, the focus on deep-tech manufacturing, and the acquisitions all point toward a company preparing for a much larger opportunity.
The market often focuses on today's earnings, but real wealth is created by identifying tomorrow's earnings before they appear in the numbers.
The transformation is happening now.
Today's topline is tomorrow's PAT.
If execution remains on track, I believe the company has a realistic path toward ₹1,000 crore PAT over the next few years.
#AxiscadesTech | #AzadTech | #ManoramaIndustries
Looking at all 3 businesses, there is a strong possibility of each scaling toward a Rs 50,000 Cr Market cap over time.
But to truly understand this potential, one needs to go beyond surface-level numbers and deeply study the businesses.
These are high-quality, deep-tech driven companies with strong structural growth tailwinds. In such businesses, management quality plays a critical role they are the ones who allocate capital, execute strategy, and ultimately drive long-term value creation.
A few key investing principles:
Invest in the story, stay invested in numbers:
The narrative gives direction, but execution reflects in financials over time.
Today’s topline is tomorrow’s PAT:
Revenue growth, when backed by operating leverage and discipline, translates into profitability.
The real edge lies in combining business understanding with patience.
#AxiscadesTech | #AzadTech | #ManoramaIndustries
Looking at all 3 businesses, there is a strong possibility of each scaling toward a Rs 50,000 Cr Market cap over time.
But to truly understand this potential, one needs to go beyond surface-level numbers and deeply study the businesses.
These are high-quality, deep-tech driven companies with strong structural growth tailwinds. In such businesses, management quality plays a critical role they are the ones who allocate capital, execute strategy, and ultimately drive long-term value creation.
A few key investing principles:
Invest in the story, stay invested in numbers:
The narrative gives direction, but execution reflects in financials over time.
Today’s topline is tomorrow’s PAT:
Revenue growth, when backed by operating leverage and discipline, translates into profitability.
The real edge lies in combining business understanding with patience.
For Monday
30/03/2026
Paper Trade
Should Buy - Axiscades Technologies Limited #AxiscadesTech @ 1465
Should do well in April month
Screen - MA,
Positive returns
AXISCADES Technologies: Key Catalysts
#AxiscadesTech
AXISCADES is developing RF seeker technologies for advanced missile platforms including BrahMos and Kusha programs, with successful trials completed in February 2026, strengthening its position in strategic defence electronics.
The company is expanding into AI-driven unmanned systems through collaboration with a globally established U.S. defence technology partner to bid for large-scale unmanned combat management programs.
Management has guided for strong financial growth, with:
EPS growth: 40%–50% annually in FY26 & FY27
Revenue growth: 40%+ YoY (core business)
EBITDA growth: At least 45% targeted by FY27
The company has strong revenue visibility, supported by:
Order book: Rs. 3,300–3,400 crore
Qualified pipeline: Rs. 14,000 crore over the next 4 years
High expected conversion from OEM programs and defence contracts
Under its Power930 vision, the company is targeting revenue of Rs. 9,000cr by 2030, supported by expansion into defence manufacturing, electronics, semiconductors, and advanced aerospace systems.
Disclaimer: This is for educational purposes only and not a recommendation to buy or sell.
Axiscades Technologies: Appoint Mr. Giridhar Aramane as Non-Executive Independent Director #Axiscades #axiscadestech
He brings over 30 years of experience across defence, infrastructure, finance, and public policy, having most recently served as India’s Defence Secretary from 2022 to 2024. He has also held key positions in the Ministry of Road Transport & Highways, Cabinet Secretariat, Petroleum Ministry, IRDAI, and the Andhra Pradesh government.
Currently, he is also associated with organizations such as Cyient DLM, IL&FS, and Raajmarg Infra Investment Managers Private Limited, and Go Digit Insurance.
AXISCADES Tech
AXISCADES signed agreement at French Embassy (25 Feb 2026) to enhance India’s Space Situational Awareness capability.
🏆 Follow🔖 @subrata_minu
#Investor #Niftycrash #OptionsTreding #Investing #Breaking #Nifty #BreakingNews
#AXISCADESTech
#MarketsWithBS | #AxiscadesTech hits 5% upper circuit on bagging new orders from #US firms
#StockMarkets #Markets #ShareMarket
https://t.co/m9yYZGJkhe
AXISCADES Tech
27 Jan 2026: AXISCADES signs MoU with OGMA (Embraer) to expand aerospace MRO across India, UAE, MENA.
🏆 Follow🔖 @subrata_minu
#Investor #Niftycrash #OptionsTreding #Investing #Breaking #Nifty #BreakingNews
#AXISCADESTech
Axiscades Technologies Limited
✅ Court quashes tax notice received by the company’s unit
✅ Removes a regulatory overhang
✅ Positive relief on compliance & financial uncertainty
✅ Sentiment-positive corporate development 📈
#AxiscadesTech #CorporateUpdate #LegalRelief #StockMarket #EngineeringServices
#OnETNOW | Ram Aggarwal says artillery shell manufacturing and strategic alliances with BrahMos and Axiscades will boost revenue, with strong demand from railways, auto, and oil & gas sectors
#GoodluckIndia #ArtilleryShells #BrahMos #AxiscadesTech #DefenceSector
D-Street Chatter | Market off day's high.
- Flows mixed with negative bias
- In focus: #PrimeFocus, #IndusTowers #TegaIndustries & #AxiscadesTech
@nimeshscnbc #CNBCTV18Market
AXISCADES Tech
AGM Sept 24, 2025; appoint Dr. Sampath as MD; salary/PLP Rs3Cr each; 15.9L ESOPs; borrowings/charge up to Rs500Cr.
#AXISCADESTech
#Investor #niftycrash #OptionsTreding #Investing #BREAKING #Nifty #StockMarketUpdate
#MidcapSpotlight | #AxiscadesTech surges on a $1.2 m order
- Pilot orders for cabin interiors, retrofit solutions
- Co expects significant ramp-up in defence revenue & margin expansion in H2FY26
@rheabhatia3907 #CNBCTV18Market @CNBCTV18News
#MarketsWithBS | Axiscades Tech hovers near 5% upper circuit as arm secures ₹150-cr order. Details here 👇
#Stocks #markets #stockmarketnews #sharemarket #AxiscadesTech
https://t.co/Y8YvoUD3WE
#AxiscadesTech arm inks ₹223 crore contract with #IndianArmy to supply 212 units of tank transporter trailers
@JuvirajAnchil
https://t.co/ntrpdyxtB9
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