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#TheWisdomOfPrayer is This:that It Causeth A Connexion twixt,betwixt AND betwèen the servant AND The #TrueOne,because in That #State man with ALL Heart AND Soul #Turneth his Face toward His #Highness The #Almighty,#Seeking His #Association AND #Desiring His #Love
📅 Orderbook Recap: Daily Highlights - AUGUST 06, 2026
Major contract wins for #REFEXRENEW #JKIL #CWD #HIGHNESS #AFCONS #GPTINFRA #MCLOUD #SWANDEF #DIGILOGIC #POWERICA & more!
#StocksToWatch #Watchlist #Trading

DATED : 06/08/2026
#HIGHNESS - 180
Highness Microelectronics Limited (“the Company”) has received a purchase order for supply of Ruggedized Displays for Ticket Vending Machines (TVM) to be deployed at Metro and Urban Mobility stations.

Highness Microelectronics
#Highness
1. Pioneering Import Substitution in Displays
First-of-its-Kind Capability: Setting up India’s first Glass-Cutting / Resizing plant, significantly reducing reliance on imported display assemblies.
Mission-Critical Applications: Delivering specialized display solutions tailored for high-growth sectors, including Railways, Metros, Defence, Medical, Industrial, and Automotive.
2. World-Class Infrastructure Scale-Up in Goa
Advanced Production Hub: Constructing a state-of-the-art 5,000 sq. m. TFT-LCD module facility at the Electronic Manufacturing Cluster in Tuem, Goa.
High Output Lines: Equipped with COG & FOG assembly lines with a capacity of up to 8,000 displays per day.
End-to-End Vertical Integration: Features an in-house R&D center, testing laboratory, and metal shop to maintain superior quality standards and rapid prototyping.
3. Global Footprint & Future Outlook
Strategic US Partnership: Backed by an alliance with Axiom USA to scale international expansion and access American markets.
High Revenue Visibility: Supported by a robust order pipeline and strong policy tailwinds favoring Made-in-India technology solutions.
The likes of Osel Devices, Highness Microelectronics & "other mere assemblers/traders/importers" are making gradual inroads deeper into the EMS value chain, one step and 1 component at a time :D.
#electronicmanufacturing #oseldevice #highness #makeinindia

Lessons from Huawei & other brands on why trading & assembling in the early stage is not a bad strategy.
➡️ Huawei is today known as a tech company creating leading-edge products across semiconductors, mobile networks, and consumer electronics, & potential China's answer to Nvidia in developing AI chips.
➡️ But it originated as an importer and later assembler of telephone switches, before integrating upward and developing its own telephone switch IP.
➡️ This was the advice that was given to Ren Zhengfei, Founder of Huawei, by his mentor: " What you need to control is the market; no one can keep hold of technology in the long run, it will be opened up. Don't worry"
➡️ The theme of assembling/trading and later integrating or developing its own in-house product is common across other prominent brands as well.
a) Rolex: considered the epitome of watch manufacturing, initially started as a watch trading & later an assembly company.
It was only in 2004, when Rolex acquired its supplier Aegler, that it actually moved into manufacturing. Till then entire focus was mainly on designing the best products and marketing.
(Do check out the @AcquiredFM podcast on the history of Rolex.)
B) Nike: Phil Knight, before co-founding and creating the "Nike" brand, was essentially the master distributor & represented Onitsuka Tiger in the USA.
After spending considerable success with building Onitsuka's market in the US, he decided to develop or co-found Nike, post-separation with Onitsuka Tiger,
➡️The reason I thought to write about this framework is that, as SME/Microcap investors betting on sunrise sectors, we tend to disregard companies as merely "assemblers or importers/trading" from China, especially in deep-tech segments, with no moat.
➡️However, the biggest of the global companies today with the deepest of the moats has a similar origin story.
➡️ While we would love to own or invest in a company at such a small stage with such deep-tech expertise, unfortunately abscence and unavailability of such high-risk, highly patient capital, especially in public markets, is not accessible to such companies,
➡️ hence the approach of channelling capital & resources to building a market /distribution over product design seems optimum and takes precedence.
#houseofhuawei #smeipo #microcap #investmentframework #investing #equityresearch

अल्लाह-ताला जन्नत-उल-फ़िरदौस में आला मुकाम अता करें।आमीन
@TamimBinHamad
#अमीर_शेख_हमद_बिन_खलीफा_अल_थानी #अमीर #शेख_हमद_बिन_खलीफा_अल_थानी #हमद_बिन_खलीफा #कतर🇧🇭#His #Highness #Hamad_Bin_Khalifa #Qatar #Emir #Sheikh #SheikhHamadBinKhalifaAlThani
#EmirSheikhHamadBinKhalifaAlThani

#SME #HIGHNESS #HighnessMicroelectronics
Highness Microelectronics Limited H2 FY26 Earnings Call Highlights
👉 FY27 & Future Outlook:
▫️Management targets FY27 revenue of ₹30-32 Cr with EBITDA margins around 35% and PAT margins >25%
💠For FY28, revenue is guided to exceed ₹50 Cr while maintaining similar margin profile.
💠Steady-state EBITDA margins post-stabilization of new lines expected at 30-32% and PAT at 15-17%; near-term guidance reflects optimism from favourable project mix, high-margin contracts and backward integration benefits.
💠Goa COG/FOG facility on track for first commercial production in ~1 year (July-Aug 2027); will drive 10-15% reduction in input costs through in-house open-cell manufacturing.
💠Advanced glass cutting line at existing Rabale facility to be operational by end-July / mid-August 2026, immediately supporting railways & metro orders.
💠Phased machine capex of ~₹20 Cr (first phase ₹10-12 Cr, second ₹8-10 Cr) focused on automation and capacity tripling.
💠Key growth drivers: defence indigenization, railway modernization, medical electronics and industrial automation.
💠Strategic focus on higher value-add solutions, localization, technology partnerships (including Axiom USA) and global market expansion.
👉 Current Order Book / Projects and Future Pipeline:
▫️Order pipeline described as healthy and growing with customer engagement and diversified demand across all four segments
💠Three design wins already secured from APAC (including Australia) in railways and aerospace — revenue already booked >₹5-6 Cr; another three railway design wins in advanced pipeline expected to close during FY27.
💠Defence & Aerospace contributed 39% (₹6.38 Cr) of FY26 revenue; value-addition currently 40-45% (target 50-60% post-capex).
💠Railways 27% (₹4.36 Cr), Medical & Healthcare 26.7% (₹4.30 Cr), Industrial Automation 6.6% (₹1.07 Cr).
💠Export revenue at 43.8% (₹7.06 Cr) with established orders from Australia & Gulf and rising interest from Western countries; management targeting gradual increase in global share.
💠Addressable opportunity in railways/metro display market; roadmap to capture initial 10%+ market share once Goa facility ramps up, with further domestic and export upside.
💠Delayed export trade receivables largely cleared; final tranche expected by September 2026.
👉 Other Notable Points:
▫️Vertically integrated player with 19+ years of experience, 45+ team size, 17+ product offerings and in-house design-to-manufacturing capabilities; claims as only Indian manufacturer for certain specialised displays competing with global giants.
💠Competitive strengths highlighted: ISO 13485:2016 & ISO 9001:2015 certifications, customisation-led OEM solutions, repeat customer base, rugged/weather-resilient products engineered for extreme conditions
💠Sourcing primarily display glass from Far East Asia followed by significant in-house value addition and ruggedization (especially for defence); minimal direct geopolitical impact.
💠Business model split between off-the-shelf products and customised market-specific solutions across Defence & Aerospace, Railways, Medical & Healthcare, and Industrial Automation

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
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#SMEGems #SMEPlatform #HiddenChampions #SME

Highness Microelectronics is locked in at UC.
Quite unreal, that market somehow misjudged it at listing, but I guess undervaluation didn't stay for long.
#highness
Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics

Highness Microelectronics signed another interesting MOU with Axiom.
If anyone is keen, they can read my detailed thread on the company below.
#highness #highnessmicroelectronics

Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics

Highness Microelectronic
Very tiny market cap, yet seems like a good potential candidate.
Saw few interviews of Promoters, so far so good.
#highness
SME BULK DEALS on 02/04/2026
🇳 • ARUNAYA • Arunaya Organics Limited
🟥 • DEEPAL PRAVINBHAI SHAH HUF • SELL • 1,48,000 SHARES • ₹15.60
🟩 • MNM STOCK BROKING PVT LTD • BUY • 1,48,000 SHARES • ₹15.60
🇧 • 544468 • BDI • B. D. Industries (Pune) Ltd
🟩 • SHIV AUM STEELS LIMITED • BUY • 74,400 SHARES • ₹108.95
🇧 • 543516 • DHYAANITR • Dhyaani Tradeventtures Ltd
🟩 • KRISHNA TRADE FINANCE • BUY • 86,800 SHARES • ₹5.34
🇧 • 544626 • EXATO • Exato Technologies Ltd
🟥 • ALGOQUANT FINANCIALS LLP • SELL • 100,000 SHARES • ₹341.60
🟩 • ALGOQUANT FINTECH LIMITED • BUY • 100,000 SHARES • ₹341.60
🇳 • FALCONTECH • Falcon Technoproj Ind Ltd
🟩 • SHRISHTI AGRAWAL • BUY • 61,200 SHARES • ₹13.07
🇧 • 544741 • HIGHNESS • Highness Microelectronics Ltd
🟩 • ABY ABRAHAM • BUY • 36,000 SHARES • ₹125.00
🟩 • AMIT RAJENDRA PRASAD AGARWAL • BUY • 108,000 SHARES • ₹125.00
🇳 • MPEL • Manas Polymer N Energie L
🟥 • LAKSHMISHREE INVESTMENT & SECURITIES LIMITED • SELL • 64,000 SHARES • ₹45.56
🇧 • 543464 • SPITZE • Maruti Interior Products Ltd
🟥 • ABHISHEK ASHVINBHAI KAMDAR HUF • SELL • 212,000 SHARES • ₹67.53
🟩 • GAJKARNA FINANCIAL SERVICES PRIVATE LIMITED • BUY • 200,000 SHARES • ₹67.53
🇳 • PARAMPARA • PARAMPARA DAIRY DLGHT LTD
🟩 • DHIRAJBHAI VAGHJIBHAI KORADIYA • BUY • 64,000 SHARES • ₹11.45
🟥 • HITESHBHAI PRABHUDAS JAIN • SELL • 64,000 SHARES • ₹11.45
🇧 • 543366 • SBLI • SBL Infratech Ltd
🟩 • DHIRAJBHAI VAGHJIBHAI KORADIYA • BUY • 4,800 SHARES • ₹37.50
🟥 • HITESHBHAI PRABHUDAS JAIN • SELL • 4,800 SHARES • ₹37.50
🇧 • 544738 • SPML • Speciality Medicines Ltd
🟩 • NIRAJ RAJNIKANT SHAH • BUY • 84,000 SHARES • ₹124.28
Highness Micro Electronics lists at 5% premium at 125.
Anyone keen on evaluating the company, post listing, can read the thesis below.
#SMEIPO #highness #highnessmicroelectronics #IPOalert
Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics

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