Xyz

Indian soul. Global vision. No political distractions. #ATHEIST

[Anybody Can Invest-ABCI @ABCI_Invest]

#Apsis Aerocom is the NEXT SANSERA ENGINEERING of India...

#Aerospace
#Semiconductor
#Defense
#Precision Engg.

[Samisosa @samisosa1234]

Weekend aa raha hai , padh lena time hai toh :
1. Purple United
2. Bhadora
3. Susan
4. Prime cables
5. PNGS Reva
6. Maharaja Speedex
7. Viviana
8. GP Eco
9. Novus
10. Akiko

Disc : No Buy/Sell Advice. Plz do ur own DD as microcaps can be huge wealth destroyers

[Ayush Agrawal @iMicrocap]

A Fund manager I will keep an eye on now is @GunwaniManish Sir and his Large and Midcap Fund. Very interesting time to be running a Large and Midcap Fund.

[Tushar Sarkar @tsatwork]

OFC Value Chain report by Nomura

Glass Preform is the most value added part of the entire chain.

Sterlite Technologies is only player which is fully backword integrated to make its own semiconductor-grade glass preforms at its Aurangabad plant, which it calls India's first and only advanced clean-room glass plant.

Universal Cable and HFCL preform facilities are expected to go live by late 2028/29.

[LNPR Capital @LnprCapital]

𝗩𝗲𝗻𝘂𝘀 𝗣𝗶𝗽𝗲𝘀 & 𝗧𝘂𝗯𝗲𝘀
From pipe maker to integrated piping solutions partner

Kutch based stainless steel pipe manufacturer posted its highest ever quarterly revenue in Q1 FY27 & is now moving one step up the value chain.

𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗨𝗽𝗱𝗮𝘁𝗲
• LOI for a ₹185 crore order from a leading data centre player
• Scope: stainless steel spools for data centre cooling
• Around ₹70 crore capex for spooling plant, fabrication plant and fitting machines
• Spooling commencement on track for end of year
• FY26 order book at around ₹450 crore, about 2.5x since FY23
• FY26 operating cash flow at ₹112 crore, cash conversion up to 59% from 13% in FY23

𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗦𝘁𝗮𝗰𝗸
• High precision and heat exchanger tubes
• Hydraulic and instrumentation tubes
• Seamless pipes, welded pipes, LSAW pipes
• Condenser tubes and U-tubes
• Fittings and flanges (forward integration)
• Pipe spools and prefabricated modules (upcoming)

End markets span chemicals, pharma, oil & gas, power, nuclear, fertilisers, food processing and aerospace, with new-age demand from data centres, solar manufacturing and semiconductors. Exports reach 30+ countries.

𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆
• Total finished capacity: 48,000 MTPA
• Welded: 27,600 MTPA | Seamless: 20,400 MTPA
• Backward integration: piercing line for mother hollow pipes, 20,400 MTPA
• Single facility at Dhaneti (Kutch), near Kandla and Mundra ports
• Land bank of around 2.66 lakh sq. mt. leaves room for further expansion

𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻
• FY19: 6,900 MTPA → FY23: 12,000 → FY24: 38,400 → FY26: 43,800 → now 48,000
• Around 7x since FY19, around 4x since FY23
• Seamless size range widened from 114.3 mm to 219.3 mm
• Welded size range widened from 219.3 mm to 1,422.4 mm
• Solar: 1.3 MW installed, additional 6.1 MW under installation

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗧𝗿𝗮𝗰𝗸
• Execution of the spooling order and conversion of the LOI to a firm order
• Export recovery: share fell to 29% from 37% amid geopolitical and freight headwinds
• PAT margin trend as new capex adds depreciation and interest
• Inventory at around 121 days and debt to equity at 0.5

The story is shifting from tonnage to value addition. Whether spooling lifts realisations and margins as guided will decide the next leg.

𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿
This post is for educational and informational purposes only and is not a recommendation to buy, sell or hold any security. LNPR Capital is a SEBI Registered Research Analyst (Reg. No. INH000012953, BSE Enlistment No. 5843).

[Ameya @Finstor85]

Telecom networks are evolving from connectivity infra into distributed sensing infra that's critical for national security. The legacy infra primarily connects a phone, vehical or a device to the network. ISAC turns telco infra into a wide area sensing network to detect, tract objects, including drones without needing a dedicated radar at every sensing location. This is such a critical part of the security sovereignty. For existing telcos, this means, theycan offer sensing services using same infra. A potential new revenue stream.

In AI native physical world, radio networks could become sources of realtime information about moving objects & their surroundings. Combine this with AI, you can support traffic optimization, industrial monitoring, infra/public protection.

If India can develop, deploy sophisticated sensing enabled telco infra, we gain the capabilities that go beyond simply buying connectivity from a foreign stellite provider who can cut us off in ever changing geopolitical situation.

Eventually, everything is down to who controls the network and the data? Market access cannot be isolated from national security. It's all about who gets a strategic control over the next layer of digital infra.

[Darshit Patel @darshitpatel84]

Market is so cruel many times.

Beta Drugs - Stock down 35% in just 2 months with No reason..

[Antifragile Thinking @unseenvalue]

Most investors fall in love with a business when its valuation and earnings are euphoric.

I prefer to study it when expectations are depressed.

Euphoria hides fragility. Pessimism can create a margin of safety.

The business doesn't need to be perfect. The price needs to leave room for being wrong.

[Anybody Can Invest-ABCI @ABCI_Invest]

#Precision Engg. is getting BIG....Next Decadal Theme.....

#Manufacturing
#Make-In-India Policy
#MOAT
#Europe + 1 Supply Chain
#China + 1 Supply Chain

Next #Sansera Engg.??
Next #MTAR Technologies???
Next #Schaeffler India??
Next #Sona BLW Precision Forgings?
Next #Indo-MIM??
Next #Jyoti CNC Automation??
Next #LMW??
Next #Sigma Advanced?
Next #Azad Engineering?
Next #Aequs???

[ayesha @ayesha_fatiima]

33 and already done with the 9–5.

[Saurabh Jain @sjainonline]

Added Anlon Healthcare Ltd today at CMP 26.91.

[LNPR Capital @LnprCapital]

From a ₹43 cr loss to a ₹55 cr profit in one year.

𝐓𝐡𝐞 𝐍𝐮𝐦𝐛𝐞𝐫𝐬 (Sep 2026 vs Sep 2025)
🔹 Sales: ₹172 cr vs ₹69.7 cr (up 147%)
🔹 EBITDA: ₹75 cr vs ₹6.6 cr (up 10x+)
🔹 Net Profit: ₹55.4 cr vs loss of ₹43.3 cr
🔹 EPS: ₹25.58 vs minus ₹20.14

𝐈𝐧 𝐒𝐢𝐦𝐩𝐥𝐞 𝐖𝐨𝐫𝐝𝐬
✅ Sales grew around 2.5x in a year, and around 48% vs just the last quarter.
✅ For every ₹100 sold, core profit rose from around ₹9.5 to around ₹44.
✅ The company has clearly turned profitable.

⚠️ Ignore the "2452% profit growth" on apps. When last year was a loss, percentage growth is meaningless. Look at actual rupee numbers.

𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: For educational purposes only, not a recommendation. Investments in securities are subject to market risks. AI tools were used to assist in preparing this content; analysis reviewed by the research analyst.
LNPR Capital | SEBI Registered RA | INH000012953 | BSE Enlistment No. 5843

[Gaurav @sanskari_nahi]

“Don’t Stop” Tattoo?

[Kiara @Kiara_X_X1]

Modern mom and son, defying all taboos

[Basant Baheti @BasantBaheti3]

52 वीक की ऊँचाई से 50% नीचे जो अच्छे मैनेजमेंट वाले मिडकेप -स्मॉल केप आ गये है , क्यूँ ना हम उनकी एक लिस्ट यहाँ बनायें ?
ये लिस्ट ऐसी हो कि हर व्यक्ति इसे बुकमार्क करे ताकि जब भी बाज़ार सकारात्मक दिशा में आगे बढ़े तो विक्ली SIP करने में मदद मिले !
इसे किसी के ख़रीदने -बेचने की सलाह ना माने,
अपना रिसर्च स्वयं करें ! 75% से ज़्यादा गिरने वाले शेयरों का नाम ना लिखें !एक व्यक्ति अधिकतम ५ कंपनी का नाम ही लिखें !
तो शुरू हो जाओ दोस्तों -

[OpenAI Developers @OpenAIDevs]

The attention to detail is a little concerning.

[ValueEquity @EquityValueIn]

Bajaj Healthcare , API lens and Perception of Risk to the right variables, my latest substack audio note

link : https://t.co/7aJHWpf7C6…

[Sunil Tinani @SunilVTinani]

Accumulate engineering companies, esp the ones in precision engineering.

Huge, huge, huge opportunity.

https://t.co/MP7dld8KCU.

[VINI 💞 @_Attitude_Vini]

𝐊𝐚𝐣𝐨𝐥 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦 𝐋𝐢𝐯𝐞 🖤

[Mithun Sarkar @MithunSarkari]

Avalon Technologies 👉 a meaningful capacity expansion trigger💡

Avalon Technologies has signed a 99-year lease with SIPCOT for 25.08 acres of land at Oragadam, Tamil Nadu.

Key points:
• 25.08 acres at SIPCOT Industrial Park, Oragadam, Kancheepuram
• Land will be used to set up a new industrial unit
• 99-year lease provides a long-term manufacturing footprint
• Agreement is directly with SIPCOT
• No related-party transaction and no special rights attached to the agreement

👉 Capex plans not disclosed yet.

In the Q1 FY27 concall, management had already said it was acquiring a large parcel of land in Chennai to support the next decade of growth, particularly in semiconductor equipment & advanced electronics.

CFO also explicitly said the expansion would involve additional capex, executed in a modular fashion.

Management's approach:
Land & building first → machines as required → gradual capacity ramp-up.

Why this matters:💡
This is not just a land purchase. It is the first tangible step toward a larger manufacturing footprint for Avalon’s next phase of growth.

Now to watch: Capex size → plant commissioning → capacity → semiconductor/advanced-electronics programs.

No Recommendations.

#AvalonTechnologies #EMS #ElectronicsManufacturing #MakeInIndia