Top Tweets for #azadtech

4 days ago

#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. 😅

Koushik Mohan

@mohan_koushik1

4 months ago

#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.

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Koushik Mohan

@mohan_koushik1

4 months ago

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