TheAA

Commis (Cook) to General Mgr - hospitality is tough but rewarding! Be good, be calm coz Every1 is on their own time, there’s no comparison, none!

[TheAA @TheonlyAiron]

More context, nicely written.. Aimtron
https://t.co/rY0XKgwydY

[Aman Godhasara @Aman81407075]

Finance Ministry panel clears Rs 1.25 Lakh Crore for India semiconductor mission 2.0 - Telangana Today https://t.co/q6WczVri5U

Can this be the cherry on cake? 😁

[TheAA @TheonlyAiron]

Aimtron

[Mithun Sarkar @MithunSarkari]

Aimtron Electronics ($AIMTRON) Q4 FY26 Concall: The Shift From EMS to Global ODM Is Now Visible🔥

1/ “Initially we used to be more on PCB assembly, more of an EMS, which we redirected towards ESDM, ODM-led manufacturing, design-led manufacturing.”

Aimtron is no longer positioning itself as a PCB assembler.

The company is moving up the value chain into:
✅ Design
✅ ODM
✅ Box Build
✅ System Integration
✅ Product Engineering

This strategic shift is now reflecting in growth, margins and order book quality. 📝

[TheAA @TheonlyAiron]

Need to print and read every day

[Sahil Bloom @SahilBloom]

WARNING: Longer post (but worth reading or bookmarking for later).

Your life has seasons.

Each one is unique. Characterized by its own distinct desires, struggles, opportunities, and identity.

But one reflection I've had recently is just how easy it is to completely disassociate with the present season.

To give all your time and energy toward a longing for some nostalgic memory of a prior season or an anticipation for some beautiful state of a future season.

You look back at the past and all you see is sunshine. Because it all worked out. You forget (or glaze over) the struggle you endured. You're here today. You made it. You're alive. You're doing fine.

You look forward at the future and dream on what could be. You'll have so much more. More freedom. More purpose. More health. More deep connection. More everything.

The past is beautiful and the future feels limitless. So, logically, you slowly start to treat everything about the present as the bridge. A dash connecting your past and your future. A gap to be crossed as quickly as possible.

Everything you do today is in anticipation of some eventual end state.

I'm doing this now, so that I can have that later.

Unfortunately, the danger of that dissociation with the present is significant. You may spend your entire life living for a future that has a decidedly mirage-like property. You inch closer, but when it's right in front of you, it disappears and reappears on the horizon.

You may spend your entire life skipping through the present, deferring your presence, your joy, and your very humanity to a future that never comes.

In a classic French fable, a young boy is gifted with a magic ball of golden thread. He's told that if he simply pulls on the thread, time will leap forward. The catch, of course, is that once it's pulled, it can never be put back.

The young boy takes advantage of the newfound powers. Each time he's faced with a boring day at school, a frustrating set of chores, or a scolding from his parents, he pulls the thread, skipping through to the good parts.

As an adult, he continues, leaping through mundane struggles in his marriage, the friction of having a newborn, and the boredom at work. He finds himself pulling on the thread more and more, avoiding even the most minor inconveniences of his life.

But when he wakes up one day and sees an old man looking back at him in the mirror, he's filled with regret. He realizes in that moment that as he chose to skip through the boredom, struggles, and friction, so too did he miss the real texture of being alive.

How often do we all do the same? How easily do we default into this disassociation? Disconnecting from the present in anticipation of some future.

A mentor recently asked me this:

"Where are you going and why are you in such a rush?"

It hit me hard.

And to be honest, I haven't stopped replaying those words since he said them.

Why are you in such a rush?

The world wants you to rush into everything. Rushed decisions. Rushed conversations. Rushed relationships. Rushed timelines.

In doing so, you slowly relinquish your agency. You give up your claim on your own life. Surrender authorship to a pen that was never even yours.

In a world that wants you to rush, the ultimate act of rebellion is presence.

Be in the season you're in. Don't romanticize the past, don't fantasize the future. Be here. Be now. Be in this. All of its texture, depth, and struggle. All of its joy, tension, and pain. Sit with the uncertainty. Become friends with it. Fall in love with it.

Because every single thing you do today is something your younger self dreamed of and something your older self will wish they could go back and do.

The good old days are happening, right now.

And the next time you find yourself skipping through the present, remember these words:

Where are you going and why are you in such a rush?

[TheAA @TheonlyAiron]

Thanks very much for insight

[Dhiraj Mondal, MFD @dhiraj80]

APOLLO: Apollo Micro Systems is a key domestic supplier for India’s indigenous Quick Reaction Surface-to-Air Missile (QRSAM) programme, manufacturing critical electronic and electromechanical components like the Integrated Avionics Unit (IAU), QRSAM Actuator, and Safety and Arming Mechanisms.

The company serves as a crucial sub-system partner for prime defense contractors like Bharat Electronics Ltd (BEL) and Bharat Dynamics Ltd (BDL). With anticipated government clearance for a massive ₹30,000 crore QRSAM order for BEL, Apollo Micro Systems stands to potentially gain ₹800–1,000 crore worth of new business, significantly boosting its order book.

Showing strength due to QSRAM order.

[TheAA @TheonlyAiron]

Apollo Micro Systems Ltd

[Harley XVI (finwizz.live) @xvi_harley]

#Apollo micro system - Emerging defence giant!

Read the investor ppt you will see every single advanced weapon with the company

Spend the weekend on reading the ppt and concall

Pleasure to read every single slide - Amazing😎

Note: No buy/sell advice. I share info i find good.

[TheAA @TheonlyAiron]

Case in point - EpackPrefab

[TheAA @TheonlyAiron]

2X today, first one of its kind
Feels good but boy it was difficult, just to do nothing ⏱️

[TheAA @TheonlyAiron]

Aimtron

[TheAA @TheonlyAiron]

@shome_rajarshi Let’s catch up over a coffee when in Canggu…

[TheAA @TheonlyAiron]

More information here

[TruthCapital @ramesh_vd]

#TDPowerSystems #TDPOWERSYS — India's quiet backbone of the global AI data centre boom. The real story: mix shift to high-margin data centre generators + fixed-cost absorption on a newly commissioned bay = EBITDA margin step-change from 17.9% to 20.9% by FY28.

Every hyperscale data centre that Google, Microsoft, or AWS builds needs a multi-megawatt backup generator that fires up the instant the grid fails. The cost of that generator failing: millions of dollars per minute.
TDPS co-engineers these machines directly into the turbine blueprints of GE Vernova, Rolls-Royce, and Caterpillar — so deeply embedded that replacing them forces OEMs into a 24-month re-validation cycle and ₹15–20 Cr of re-engineering. That's the lock-in.

For years TDPS was a niche heavy-engineering company selling to domestic utilities at thin margins. The pivot: management walked away from low-margin domestic tenders and went all-in on premium OEM export contracts. Data centre revenue went from a sliver to ~38% of sales (₹695 Cr) in FY26, heading to ~52% (₹1,650 Cr) by FY28.

Data centre generators carry 15.5–18% EBITDA vs 10.5–12% for industrial motors — so every percentage point of mix shift directly expands blended margins.

The operating leverage story: a new 40–45 MW generator bay (purpose-built for AI server farms) comes online late FY27. As it ramps from 30% utilisation in FY27 to 65% in FY28, incremental revenue flows at ~21.5% into EBITDA because the fixed cost base — plant, workforce, testing infrastructure — is already built and absorbed.
Add the mix shift kicker and you get EBITDA ₹332 Cr → ₹656 Cr in two years. PAT: ₹239 Cr → ₹472 Cr. EPS CAGR: 32.8%. ROIC: 35.8% today, tracking to 44.1% by FY28 — nearly 4x WACC.

Moat is genuinely wide and widening.
Entry barriers are brutal: ₹250–300 Cr greenfield capex + 3 years of OEM validation just to get to the starting line. Engineering lock-in via co-designed blueprints. Turkey hub insulating export margins from Western tariffs. Aftermarket annuity (55–62% GM) compounding over a 25–30 year generator lifespan. CAP: 10+ years.

Management walks the talk:
FY25 guided ₹1,250 Cr → delivered ₹1,265 Cr;
EBITDA 17% target → 17.02% actual;
FY26 grew 46.6% — well ahead of guidance.
Debt-free balance sheet.
New bay funded entirely from internal cash.
0% shares pledged.
50% independent board.
No value-destructive M&A.
Promoters at 34.3% — lower than ideal but behaviour has been clean.

Valuation:
trailing 82.6x P/E is the headline risk.
FY28E forward P/E of 41.8x is still demanding — but price it against 32.8% EPS CAGR, 44% ROIC, zero debt, and FCF crossing ₹540 Cr by FY29 once expansion capex ends.
The operating leverage from utilisation ramp is what consensus is underweighting.

Closing: two things drive this thesis — mix shift to data centre and fixed-cost absorption as the new bay ramps. Watch Q4FY27 plant commissioning, data centre share crossing 50% of sales, FY27 order book delivery vs ₹1,450 Cr guided, and debtor days trending toward 105 (currently 129 — the one number that needs to improve, as it's self-financing Tier-1 OEM clients).

Risks: regulatory fossil-fuel ban on gas-powered backup infrastructure, or a key OEM internalising generator manufacturing.

[Not investment Advice, DYOR]

[TheAA @TheonlyAiron]

TD Power

[Mithun Sarkar @MithunSarkari]

TDPOWER : Q4 FY26 Bullish mgmt , bullish concall 🚀🚀🚀,

1/7 🚨 TD Power Systems may be entering its BIGGEST growth cycle ever.🔥

AI power boom + export surge + entry into 200MW generators = potential multi-year rerating story.

✅ FY27 guidance raised to ₹2400Cr+
✅ “Extremely high probability” of further upgrades💥
✅ Order inflow up 51% YoY to ₹2238Cr
✅ FY28 revenue capability seen at ₹3000–3200Cr

Real trigger : Large generators ( upto 200MW) 🔥

[TheAA @TheonlyAiron]

Some more context

[Sekhar @LearningEleven]

Yash Highvoltage

▪Choice expects the revenues to hit from 240 crore in FY26 to 530 crore in FY28 and 740 crore in FY29.

▪Accordingly, PAT is estimated to grow 3x during this period.

▪ Yash operates in transformer bushings. The company is among fewer than 12 independent manufacturers globally (ex-China) and remains the only pure-play Indian player in this segment. Multi-year qualification process is the moat!

▪ New RIP bushing facility is nearing completion, with commissioning expected in the next 4-6 weeks and trial production during Q2FY27.

▪ Scope of the project has been enhanced from 220 kV to 550 kV, significantly expanding the addressable market opportunity.

▪ Commercial invoicing from the new facility is expected to commence in H2FY27 but management expects meaningful EBITDA and profitability improvement to become visible from FY28- FY29 as approvals and production scale up.

Disclaimer: Not a buy or sell recommendation. Invested from lower levels.

[TheAA @TheonlyAiron]

Yash High Voltage - note taking time

[Zafar Macha @Maaachaaa69]

#YashHighvoltage A 2500 Cr MCap company raises ₹151 Crore through Preferential shares to Accelerate Expansion and Strengthen Presence in the Extra-High Voltage Transformer Bushings Segment.
Interesting to see Names which used to say " SMALLCAP me Bubble hai" are now flocking towards SME companies

[TheAA @TheonlyAiron]

@shiladitya4u = Fully Invested! 👍

[Shiladitya @shiladitya4u]

One personal update -
Finally, I've quit my corporate job to take up trading/investing as a full-time career.
--------
This was obviously not an impulsive decision,
I've been thinking about it since I achieved financial freedom in 2023 to support my basic needs and responsibilities. But, still this was a difficult decision as it is never easy to quit a high paying job.

And this has nothing to do with the bull run of last couple of months in smallcaps, as I actually quit my job in late'2025 when the bear market was FULL ON.

I don't want to use the term FIRE, as this is NOT a retirement for me... I am just switching my profession !!
I intend to work harder than ever.. and I will try to make this the biggest success of my career. It's just that I will be doing something which I love and at my own pace, own time and own will ....
That's the best type of freedom one can hope for !!
-------
Thanks everyone for the support.
Looking forward to the next phase of my career.
🙂🙂🙂

[TheAA @TheonlyAiron]

Sansera Engineering: enjoyed the read.. thanks @bastionresearch

[Bastion Research @bastionresearch]

https://t.co/MrMUas6r5E

[TheAA @TheonlyAiron]

Pooray ghar ke badal dalungaa…

[TheAA @TheonlyAiron]

@VQ4G6dxx5qNI7Ch
@MZ1P2Vmnx66JOlR

Buy none get 2 Free - pehchaan kaun?

[TheAA @TheonlyAiron]

Some more context...
https://t.co/m2o71G6Kbe

[KnowledgeX @SudhirN94847744]

🔔 Stock watch: EPack Prefab Technologies

A few reasons why EPack Prefab has caught my attention:

• Revenue growth of ~35% and PAT growth of ~56% in FY26
• Q4 revenue up ~42% YoY and profit up ~51% YoY
• ROCE around 22% and ROE around 17%
• Improving balance sheet with lower debt levels
• Beneficiary of India’s manufacturing, warehousing, logistics and infrastructure boom
• Expanding capacity, indicating management confidence in future demand
• Operating in a large and growing market for pre-engineered buildings and prefabricated construction solutions

What I like most is the combination of:
✓ Strong earnings growth
✓ Reasonable capital efficiency
✓ Large addressable market
✓ Long runway from India’s capex cycle

Key risks:
• Steel price volatility can impact margins
• Project execution and order inflow remain critical
• Business is somewhat linked to industrial capex cycles

At current valuations, it doesn’t appear excessively priced relative to its growth profile.

Definitely a small-cap that deserves a place on the watchlist for investors looking for potential long-term compounders.

(Not a recommendation. Please do your own research & due diligence after gaining good knowledge).

To learn fundamental analysis send email, address as mentioned in the profile with subject “Interested”.

#Stocks #Investing #SmallCaps #IndianStockMarket #WealthCreation #Multibagger #EPackPrefab #MakeInIndia #Infrastructure #ManufacturingGrowth

[TheAA @TheonlyAiron]

EpackPEB - enjoying the ride?

snapshot of business 👇👇

https://t.co/ZKUYUcBpmr

[Alex @alexfldm]

EPack Prefab Technologies: Is the Market Underestimating This “Bottleneck” Prefab Platform?

India’s capex cycle is in full swing – renewables, data centres, semiconductors, EVs, logistics, cold storage.
Behind the headlines is a quiet enabler: pre‑engineered buildings and prefab structures (PEB/prefab).

One of the most interesting listed plays here is EPack Prefab Technologies Ltd (EPACKPEB).
After going through its FY26 results, concall and investor presentation, I think this is a business worth understanding deeply both from an operating and a valuation perspective.

What does EPack actually do?
EPack is an integrated prefab solutions platform with two main verticals:

Prefab / PEB business (core engine)

Pre‑engineered steel buildings
Prefabricated structures (industrial sheds, factories, warehouses, plants, data centres, etc.)
Sandwich insulated panels
LGSF (light gauge steel frames), modular solutions, doors/windows, etc.
End‑to‑end: design, engineering, manufacturing, transport, installation & erection.
EPS packaging business (smaller but profitable)

Expanded polystyrene sheets/blocks for construction, insulation and packaging.
~8% market share in Indian EPS, with marquee clients (e.g., LG).

The real growth driver is the Prefab division, where EPack has delivered 34%+ CAGR over FY22–26, roughly 4–5x the industry growth. Management describes prefab not as a niche, but as a “bottleneck solution for India’s construction and infrastructure needs” over the next 30 years, especially where speed and labour constraints make RCC unviable.

Where is the growth coming from?
Sector mix – “new age” growth pockets
Management repeatedly highlights that 35–38% of the order book comes from high‑growth sectors:

Renewables (solar cells/modules, upcoming wafers & ingots)
Data centres
Semiconductors / electronics
Logistics & warehouses / cold storage
EV & auto ancillaries / power & industrials
These are sectors where speed of construction is non‑negotiable and capex visibility is multi‑year (PLI schemes, energy transition, India data centre build‑out, etc.).

EPack’s differentiation is not “steel is better” everyone buys steel from similar vendors.

Design capability – 3 design centres, 150+ engineers, optimised, lighter structures that still meet specs.
Execution speed – EPack has a world record for erecting 1.51 lakh sq ft of factory in 6 days. Many large clients now choose EPack specifically for fast, predictable installation.
That combination is turning EPack into a preferred partner for time‑critical projects.

Capacity, order book and visibility
Current capacities (as of FY26 / early FY27)
PEB capacity: 1,47,000 MTPA
Sandwich panel capacity: 13.1 lakh sqm
EPS packaging: 8,400 MTPA
Q4 FY26 capacity utilisation in PEB was 83%, effectively near full on the existing base.

Expansion plan
Three expansions are underway:

Mambattu (Andhra Pradesh) – second line

Brownfield expansion.
One line already commissioned; second line expected shortly.
Ghiloth (Rajasthan)

New continuous sandwich panel line + some PEB ancillaries.
Target: commercial production in Q3 FY27 (Oct–Nov).
Gujarat (near Vithlapur)

Greenfield PEB capacity of ~50,000 MTPA in Phase I.
Civil construction in full swing; utilisation effectively from next financial year.

Management guidance (Q4 FY26 concall):

By end FY27, PEB capacity should reach ~2,20,000 MTPA, and sandwich panel capacity ~21.1 lakh sqm.

Order book and pipeline
Pending order book (31 Mar 2026): ₹1,112.7 cr (up ~21.5% YoY)
Typical execution cycle: 6–9 months; 100% of current order book is targeted to be executed in FY27 (barring minor delays on a small portion).
Pipeline: ~₹5,000 cr of opportunities across short- and long-cycle bids; win rate historically 15–20%.
Order book + pipeline + new capacities give the company 6–8 months’ visibility at any given time and support management’s near‑term growth guidance.

[TheAA @TheonlyAiron]

@sudheep8531 Google this company - Kustodian Life. They’ll possibly be able to help your friend

[TheAA @TheonlyAiron]

What is enough is not dependent on location, it is dependent on the needs and wants. Not just money but everything in life... want wisely... 😇
https://t.co/Wb7s21GTDf

[ASAN RESEARCH @Asan_research]

It depends on location where you live.

For villages, it’s good enough even for a family

but small cities or metro it’s just peanut.

[TheAA @TheonlyAiron]

some more learnings for us
https://t.co/XuJ1kpbg1V

[TheAA @TheonlyAiron]

Invested in Gala Precision

[Mithun Sarkar @MithunSarkari]

Gala Precision is no longer just a “spring manufacturer.”

1/ It is transforming into a GLOBAL precision fastening platform with exposure to:
⚡ Wind energy
⚡ Offshore wind
⚡ Railways
⚡ Mining
⚡ Industrials

Chennai expansion could change the SCALE of the business🧵

[TheAA @TheonlyAiron]

She more context from the latest annual report

[Wegro App @wegro_app]

Gala Precision Engineering Ltd released its Investor Presentation for June 2026, detailing a robust financial performance and strategic outlook. 📈

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 (𝗙𝗬22-26 𝗖𝗔𝗚𝗥):
- Revenue: 22%
- EBITDA: 28%
- PAT: 52%

𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄:
- Over 30 years of operations, exporting to 25+ countries.
- Market leader in Domestic Renewal DSS with 70% market share.
- Diverse product portfolio: Disc & Strip Springs (DSS), Coil & Spiral Springs (CSS), & Special Fastening Solutions (SFS).
- Strong customer base of 175+ clients across Renewable Energy, Industrials, & Mobility sectors.
- Export revenue contributed 35.5% in FY26.

𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗕𝗿𝗲𝗮𝗸𝘂𝗽 (𝗙𝗬26):
- DSS: 49%
- CSS: 17%
- SFS: 34%

𝗞𝗲𝘆 𝗦𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝘀:
- Well-established manufacturer with a diversified product portfolio.
- State-of-the-art manufacturing facilities with in-house design capabilities.
- Long-standing customer relationships with Indian & global OEMs.
- Experienced management team.

𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 & 𝗙𝘂𝘁𝘂𝗿𝗲 𝗚𝗿𝗼𝘄𝘁𝗵:
- Identifying opportunities in emerging technologies like Hydrogen Value Chain & EVs. 🚗
- Expanding presence in export markets (Europe & USA) with local hires & logistics tie-ups.
- Increasing product range in Fasteners & Springs.
- Focusing on application engineering & offering customized solutions.
- Moving up the value chain with advanced materials & smart fasteners. 💡

𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀:
- Growing market sizes for DSS, CSS, & SFS globally and domestically.
- Key growth drivers include infrastructure development, renewable energy policies, & automotive sector demand. ⚡

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 (𝗜𝗡𝗥 𝗠𝗻):
- 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗳𝗿𝗼𝗺 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Increased from ₹1,655 in FY23 to ₹3,143 in FY26.
- 𝗘𝗕𝗜𝗧𝗗𝗔: Grew from ₹274 in FY23 to ₹519 in FY26, with margins ranging between 16.51%-19.16%.
- ��𝗔𝗧 (𝗮𝗳𝘁𝗲𝗿 𝗲𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝘁𝗲𝗺𝘀): Rose from ₹223 in FY24 to ₹355 in FY26.

𝗜𝗣𝗢 𝗣𝗿𝗼𝗰𝗲𝗲𝗱𝘀 𝗨𝘁𝗶𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻:
- IPO proceeds of ₹1,212.4 Mn have been fully utilized for loan repayment, CAPEX in Chennai & Wada, & general corporate purposes. ✅

𝗦𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗶𝗻𝗴 𝗣𝗮𝘁𝘁𝗲𝗿𝗻 (𝗮𝘀 𝗼𝗻 31𝘀𝘁 𝗠𝗮𝗿𝗰𝗵 2026):
- Promoter: 54.99%
- DII: 5.46%
- FPI: 1.30%
- Public: 38.25%

📊 GALA PRECISION ENGINEERING LTD | 🏷️ Investor Presentation

🌐 Details: https://t.co/cWZ1yiKZRb

⚡️Instant stock alerts on WhatsApp - Try FREE 👉 https://t.co/PdwQDWbXUY

[TheAA @TheonlyAiron]

@sudheep8531 I like to read @MithunSarkari posts…

[TheAA @TheonlyAiron]

Be so invested that one had to buy 1 share of AGARIND near the day close because that’s all the leftover cash was 🙂

[ishmohit @ishmohit1]

Completely deployed,

No cash left 🙏

Okay to see pain in the near term. Personal finance is personal. Happy to live with some drawdown without worrying too much given horizon is Multi year in nature 🙏