MOHIT PANWAR 🇮🇳

AN ELECTRICAL ENGINEER

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

🏛️Q4FY26 concalls & guidance

High-Growth Companies with Guidance

🛡️DEFENCE

Zen Technologies | 50%+ growth (Next 2 years)

Solar Industries | 42% revenue (FY27)

Krishna Defence | 30–40% (Next few years)

Data Patterns | Strong pipeline (Order book 1,868 Cr)

✈️ AEROSPACE

Rossell Techsys | 80–90% revenue (FY27)

Azad Engineering | 25–30% (Next few years)

PTC Industries | Long-term aerospace/defence alloy growth

🖥️ DATA CENTERS

MTAR Technologies | 80% ±5% (FY27)

KRN Heat Exchangers | 60% (FY27)

Aeroflex Industries | 35% (FY27)

TD Power Systems | 30% (FY27)

📱EMS

Netweb Technologies | 30–35% (FY27)

Avalon Technologies | 24–27% (FY27)

GNG Electronics | 25% revenue (FY27)

E2E Networks | Hyper growth (No specific)

Kaynes Technology | Strong multi-year (No specific)

🌱 RENEWABLES & CLEAN ENERGY

Premier Energies | 3–4x revenue (Over 3 years)

Sarda Energy | 20%+ growth (Next 3 years)

Waaree Renewable Tech | 30–40%

Waaree Energies | Targeting 20+ GW capacity

JSW Energy | 20 GW capacity target by 2030

Suzlon Energy | 4,000+ MW order book

Inox Wind | 1,500–2,000 MW (FY27–28 annually)

⚡ POWER TRANSFORMERS

Supreme Power | 50% (Next 2 years)

TARIL | 40%+ (Next 3 years)

Atlanta Electricals | 40% (Next 2 years)

Danish Power | 20–25% (Next 3 years)

Shilchar Tech | 20%+ (Next 2–3 years)

Siemens Energy India | Order book surging

Hitachi Energy India | Strong multi-year HVDC + grid modernisation (check on 26th May)

🏭 POWER CAPITAL GOODS

Yash High Voltage | 50–70% (FY27) and 40–42% CAGR (4–5 years)

Genus Power | 33%+ (FY27)

Skipper | 30% PAT (FY27)

Quality Power | 15–20% (FY27) + 50% (FY28)

Apar Ind | 15–20% CAGR (3–5 years)

🔌 CABLES

V-Marc India | 40%+ (FY27 + next 2–3 years)

HFCL | 20–25% (FY27)

Bhagya Nagar India | 20–25% CAGR

KEI Industries | 20%+ (FY27 + 3–5 years)

🚂 RAILWAYS

Airfloa Rail Technology | 50% growth (Next 2 years)

Frontier Springs | 30%+ growth (Next 2 years)

RITES Ltd | 15–20% (Steady compounder)

Ramkrishna Forgings | 80–85% capacity utilisation (FY27)

💰 FINANCE

Anand Rathi Wealth | 25%

Northern Arc | 22–25%

💍 GOLD & JEWELLERY

PN Gadgil Jewellers | 25%+

Sky Gold & Diamonds | 30–35%

💊 PHARMA & HEALTHCARE

Cupid | 70% PAT (FY27)

Senores Pharma | 50–60% PAT (FY27)

Kwality Pharma | 50% PAT (FY27)

🧪 CHEMICALS & SPECIALTY

Neogen Chemicals | 40%+ (Next 3–4 years)

Krishana Phoschem | 35–40% (FY27)

Stallion Fluorochemicals | 30–35% (FY27)

Acutaas Chemicals | 25% (FY27 + next 3 years)

Pondy Oxides | 20%+ growth (Next 4 years)

Balaji Amines | Near-term commissioning catalyst DME

🏗️ INFRA & CONSTRUCTION

Sirca Paints | 25–30% revenue (FY27)

Cemindia Projects | 25%

Epack Prefab Tech | 20%+

🚚 LOGISTICS

Zinka Logistics | 30%+

Shadowfax Technologies | 27–30%

♻️ RECYCLING & WASTE MANAGEMENT

Namo e-Waste | 40–50%

Baheti Recycling | 30–35%

Gravita Ltd | 35%

Tinna Rubber | 25%+

Antony Waste Handling | 20%+

Sunlite Recycling | 20%+

💧 WATER MANAGEMENT

Enviro Infra Engineers | 35–40%

Va Tech Wabag | 20%+

🔀 MISCELLANEOUS

Deep Industries | 30–35%

BLS International | 20–25%

Southwest Pinnacle Exploration | 20%+

#FY27 #guidance #vismaya

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@Honest_Cric_fan Kisan ka kha kr aisa na bol

[Akash Chaudhary @Akash17971]

50 EXCELLENT STOCKS FROM BSE SME IPO INDEX & NIFTY SME EMERGE INDEX TO STUDY, TRACK & RESEARCH 🔥🔥🔥

▪ Shree Refrigerations
▪ Zelio E-Mobility
▪ Indo SMC
▪ Merritronix
▪ Airfloa Rail Technology
▪ Neetu Yoshi
▪ JD Cables
▪ Susan Electrical Industries
▪ Systematic Industries
▪ TIPCO Engineering
▪ Msafe Equipments
▪ Accord Transformers
▪ Cryogenic OGS
▪ Highness Microelectronics
▪ V-Marc India
▪ Aimtron Electronics
▪ Anondita Medicare
▪ Danish Power
▪ Monolithisch India
▪ OBSC Perfection
▪ Unihealth Hospitals
▪ Vivid Electromech
▪ Shri Ahimsa Naturals
▪ Sacheerome
▪ Prizor Viztech
▪ Z-Tech (India)
▪ OSEL Devices
▪ Viviana Power Tech
▪ FlySBS Aviation
▪ Influx Healthtech
▪ Freshara Agro Exports
▪ RNFI Services
▪ Namo eWaste Management
▪ Sunlite Recycling Industries
▪ Supreme Power Equipment
▪ KRM Ayurveda
▪ Anlon Technology Solutions
▪ Purple United Sales
▪ Apsis Aerocom
▪ Patil Automation
▪ Maxvolt Energy
▪ Apex Ecotech
▪ EPW India
▪ GCH
▪ Taurian MPS
▪ Avana Electrosystems
▪ Prime Cable Industries
▪ Sat Kartar Life Sciences

The above companies belong to the BSE SME IPO Index and Nifty SME Emerge Index, representing businesses across sectors such as engineering, defence, electronics, railways, healthcare, cables, EVs, recycling, automation, consumer products, and industrial manufacturing.

▪ Studying quality SME companies at an early stage can help you understand emerging business models, niche industries, management execution, and long-term wealth creation opportunities.

▪ Focus on understanding their business, financial performance, competitive advantages, industry tailwinds, management commentary, valuations, and price action instead of looking only at short-term price movements.

▪ Keep these companies on your watchlist, follow quarterly results, conference calls, investor presentations, and important business updates to improve your research process.

Disclaimer: This list is shared purely for educational, learning, tracking, and research purposes only. It is not a buy, sell, or investment recommendation. Please do your own research before making any investment decision.

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@amurfalcon1 Mam kuch to gadbad hh osel mai

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@vandit_jain1994 Aap really mai Bull hh 🙄

[𝗩𝗲𝗿𝘀𝗮𝘁𝗶𝗹𝗲 𝗦𝘁𝗼𝗰𝗸 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 @vandit_jain1994]

https://t.co/8YH8ulAU2u

[Anybody Can Invest-ABCI @ABCI_Invest]

Some Gold Pendants (Tailwind + TAM)

1. Tipco Engineering
2. Aimtron Electronics
3. Afcom Holdings
4. V-Marc India
5. Cryogenic OGS
6. OBSC Perfection
7. INDO SMC
8. Monolithisch India
9. Sky Gold
10. Bhagyanagar India
11. EPW India
12. Beezaasan Explotech
13. KSH International
14. Susan Electricals
15. Highness Microelectronics
16. Sunlite Recycling Industries
17. Namo Ewaste Management
18. Anondita Medicare
19. Teamtech Formwork Solutions
20. United Heat Transfer

Disclaimer: DYDD....Not a Buy / Sell recommendation.

[StockScans By SOIC @stockscansin]

Using Scan Match to discover interesting businesses and map their future growth guidance.

Soon, you'll be able to automate this entire process with our upcoming launches.
https://t.co/Fz1CTmcPXb

Stay tuned. 👀

Disclaimer: This is for educational purposes only and should not be considered a buy or sell recommendation.

[Nitin Verma @itsnitinverma]

Adisoft Technologies has given 78% YOY growth in revenue for Q1

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@amurfalcon1 Mam aap itna focus kaise krte hh study pr

[The Scooper @TheScooper7]

Portfolio - July 2026

Top 12 bets below, followed by a few illiquid positions.

Added JTL Defence, HIIL and Investment & Precision Castings recently.

XIRR - 100%+ (6+ yrs)

Veefin @ 130
NPST @ 440
ZTech @ 160
OBSC @ 140
RNFI @ 220
Taurian @ 220
EMA India @ 410
Exato @ 400
CFF @ 510
HIIL @ 800
JTL Defence @ 311
Investment & Precision Castings @ 835

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@amurfalcon1 Excellent 👌

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@amurfalcon1 Great 😃

[Nitin Verma @itsnitinverma]

Supplements for modern lifestyle -

Vitamin D3+ K2+ Magnesium
Omega 3
Glutathione
Vitamin B (active)

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@itsnitinverma Recommendation: Adisoft has the better future potential due to superior profitability, alignment with high-growth automation trends, and strong recent execution. It suits growth investors comfortable with smaller-cap volatility.

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@amurfalcon1 Sept to march tk koi growth nhi dikh rhi hh

[CMA Gurvinder Malhotra @cmagurvinder]

Company worth studying with huge capex over the last 3 years

Increase in Net Block + CWIP more than 5x

1. Antelopus Selan 50x
2. Sky Gold and Diamond 41x
3. E2E Network 37x
4. Senores Pharma 28x
5. Lloyd Metals 23x
6. Balu Forge 18x
7. Latent View 17x
8. Dynacons Systems and Solutions 14x
9. Exicom Tele Systems 11x
10. Sasken Technologies 9x
11. Venus Pipes 9x
12. Dharmaj Crop 8x

Disclaimer : No Buy/Sell recommendations.

SEBI Registration INH000017480

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

👀Watch list for June 2026

I will open few positions among these list based on my thoughts, opportunity, MOS and risk management

⏺️ Aditya Infotech
⏺️ Aeroflex Ind
⏺️ Ambica Cotton
⏺️ Apollo Microsystems
⏺️ Astra Microwave
⏺️ Ather Energy
⏺️ Atlanta Electrical
⏺️ Cem India
⏺️ Emmvee Photovoltaic
⏺️ Exicom
⏺️ Federal Bank
⏺️ Fluidomat
⏺️ Fujiyama Power
⏺️ Gland Pharma
⏺️ GMR Airport
⏺️ HFCL
⏺️ Hitachi Energy
⏺️ IKS
⏺️ Idea Forge
⏺️ Kernex
⏺️ Kirloskar Oil Eng
⏺️ KRN Heat
⏺️ KSH
⏺️ Marine Electrics
⏺️ MDNL
⏺️ Net web Tech
⏺️ Ola Electric
⏺️ Polycab
⏺️ PTC Ind
⏺️ RR Kabel
⏺️ Shaily Eng
⏺️ Shri Ram Finance
⏺️ Siemens Energy
⏺️ Solar Ind
⏺️ Sudeep Pharma
⏺️ Supriya Life sciences
⏺️ TD Power
⏺️ Thangamayil
⏺️ Timex Group
⏺️ Tenneco Clean air
⏺️ Waaree Energies
⏺️ Wockhardt Pharma

#vismaya

[Satish Patnaik @patnaiksatish84]

Bullish Concalls - FY27
-------------------------
Disclaimer -

a) There could be much better Concalls beyond the below list.
b) Not based on higher guidance.
c) Doesn't give any guarantee from Promoters meeting their commitments.
d) No buy/sell recommendations
e) Invested in some of them, & baised.

• Aimtron
• Concord Control
• Fabtech Cleanroom
• OBSC
• Purple United
• Yash High Voltage
• Grand Continental Hotels
• Anlon Technologies
• LT Elevator
• Monolithisc
• Namo E Waste
• Shree Refrigeration
• Anondita
• Maxvolt
• Zelio
• MSafe
• KRM Ayurveda

Kindly go through the entire Concall, if interested and have time.

[MOHIT PANWAR 🇮🇳 @mohitpnwr]

@vandit_jain1994 Sir,
What about #OSEL RESULT