xinpingrocket

u r pro

[jeevan patwa @jeevanpatwa]

#AzadEnginnering inauguration of turbojet engine.

It’s an engineering marvel

Listen to Dr K Rajalakshmi Menon (DG Aeronautical systems at DRDO)

“It’s a diamond. And you know how precious it is? As I know, there are only two countries who have made this engine in the whole world”.

Proud to own this diamond in the portfolio

https://t.co/Z9cpSaVUmi

[jeevan patwa @jeevanpatwa]

#QPiAi inaugurated quantum chip foundry.

New milestone for the country. There are only few in the world.

[jeevan patwa @jeevanpatwa]

#Afcom blockbuster results

YoY 55% sales growth, close to 100% PAT growth.

One of very few companies giving qtr BS and CF.

Major highlight is 52 cr operating cash flow for the qtr.

Incorporated 100% subsidiary for MRO operations

Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

[jeevan patwa @jeevanpatwa]

#Lauruslab added to MSCI. In July’21, I said everyone will be forced to buy..first DII, then FII, then FTSE, then MSCI and finally NIFTY..🤞

[jeevan patwa @jeevanpatwa]

Mixed day

#AxisCades bad results. As I keep telling, it is undergoing big transformation. Couple of quarters needed for things to stabilize. Have trust in the business and the management.

Silver lining
- ESAI doing well with 30% EBIDTA
- Aerospace acquisition looks interesting with 22% EBIDTA

#ManoramaInd blockbuster nos. Highest ever sales and PAT. Available at inexpensive valuations of 20x FY28 PE with 5x PAT growth visibility in 5 yrs

Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

[jeevan patwa @jeevanpatwa]

#Lauruslab

Nov’22 - @alphaideas event in Mumbai I said

“Laurus entered the decade at 3000 cr mcap. Will exit at 3 lac cr mcap”

Mcap then was 20k, everyone laughed.

Nov’23 - same event- repeated same statement. Mcap then was 15k - everyone mocked

Nov’25 - same event- again same statement. Mcap was 50k - everyone got serious

Aug’26 - 1 lac cr MCap

If Direction is right, destination is certain

[jeevan patwa @jeevanpatwa]

#Frog riding on 5G wave
- Multiple growth triggers and opportunities ahead
- expanding product basket
- being under design PLI, can avail good incentives(66 crs) with smaller investments(16 crs)
- only three players in majority of it's products with reasonable cost advantage

[xinpingrocket @xinpingrocket]

@DelhiCan_10 @MikeAnblips @qarni_01 @pickover

[xinpingrocket @xinpingrocket]

@pickover 15

[xinpingrocket @xinpingrocket]

😆😆😆😆🫡

[xinpingrocket @xinpingrocket]

Thode tweets dekhkar dislike krne ka mann hora par kar nhi para 😭😭😭

[jeevan patwa @jeevanpatwa]

People are ignoring the capabilities because of which it received such a large contract from top Pharma MNC...

[jeevan patwa @jeevanpatwa]

#Lauruslab export data indicates very strong Q2. Expect highest ever sales and PAT

[jeevan patwa @jeevanpatwa]

- Nifty eps may grow 20% for FY23 and 15% for FY24
- Indian monsoon above average
- India on the cusp of private capex revival
- Retail inflation eases to 5 month low of 5.71%
- Net $7.5bn of FII inflows - India accounted for 75% of inflows

Be optimistic.. Be Selective

[jeevan patwa @jeevanpatwa]

Buy India.. Hold India
- Europe faces worst drought in 500 years
- Europe's electricity prices hit record high
- Ex-energy S&P report -4% drop in Q2 earnings
- IMF lowered Chinese GDP growth projection from 4.4% to 3.3%
- Indian GDP may have grown 16% for Q1, on low base

[xinpingrocket @xinpingrocket]

@92Kashmir92 bro maine aaj hi pakistan ke flag se tatti dhoyi...

[xinpingrocket @xinpingrocket]

@champagnepaji12 🤮🤮

[xinpingrocket @xinpingrocket]

@jeevanpatwa The product is quite good and unique, 10% hurdle per year is appreciable.

[xinpingrocket @xinpingrocket]

@BulletAnt8 @jeevanpatwa the hurdle rate is 33% at the end of 3 years

[xinpingrocket @xinpingrocket]

@harishsai21 this accounts to 33% hurdle rate at the end of 3 years ig