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Mar 13

C2C Advanced Systems Ltd

About the company:
C2C Advanced Systems is a vertically integrated defense electronics solutions provider, catering to the indigenously developed defense products industry in India. The company focuses on cutting-edge technology systems for defense, security, and aerospace sectors.

- The company is committed to making India a key player in advanced defense technologies.
- Collaboration with global players is essential to accelerating innovation.
- Promoters and key managerial personnel have over two decades of experience, contributing intellectual and financial investments.
- Successfully executed the "Combat Management System" (CMS) for the Royal Malaysian Navy, competing against established global platform players.
- Specializes in re-engineering and upgrading legacy military systems to address technology obsolescence.
- Positioned as a domain-agnostic technology company with an "Intelligent Platform" focus, offering a competitive edge in defense technology.
- Expertise in architecture design, data acquisition, data analytics, and AI/ML extends to both military and civilian applications.
- Military-grade innovation ensures the highest levels of performance.
- Expansion strategy includes building a strong presence in digital transformation, particularly in Industry 4.0 and transportation.
- Revenue-generating focus areas applicable to both defense/security and Industry 4.0 include:
- Virtual supply chain
- Virtual logistics
- Virtual maintenance
- AI/ML applications in product development and engineering.

Business Model in Defence Security
- C2C Advanced Systems does not manufacture metal or electronic components but focuses on intelligent platforms that enable operationalization and data analytics for enhanced situational awareness and command control.
- The company's architecture, engineering, and design are platform-agnostic, ensuring compatibility with legacy, current, and future defense systems.
- A key capability is upgrading legacy platforms, where the metal structure outlasts the electronics and supporting systems.
- In-house expertise allows for continuous product development and innovation, ensuring a long-term annuity income stream across the life cycle of platforms, systems, and subsystems.

Overview of Business
- The company was originally incorporated as C2C – DB Systems Private Limited on February 21, 2018, in Bengaluru, Karnataka.
- The name was changed to C2C Advanced Systems Private Limited on May 12, 2022, and later to C2C Advanced Systems Limited on December 22, 2023, upon conversion into a public limited company.
- Specializes in delivering bespoke software, hardware, and firmware solutions, driven by proprietary intellectual property and third-party technologies.
- Focuses on the design and development of advanced systems and sub-systems for mission-critical defense applications in India and globally.
- Revenue is derived from the sale of proprietary and third-party technologies and services.
- One of the few vertically integrated software defense intelligent platform providers, catering to both indigenous and global defense markets.
- Experienced rapid turnover growth between FY 2022-23 and the nine-month period ending December 31, 2023, with continued growth expected based on the order book.
- Offerings span across space, air, land, sea, and autonomous systems in defense and aerospace.
- Strong design capabilities across defense, security, and aerospace software-intensive systems and sub-systems.
- Core competencies include:
- System integration, architecture, design, and development of system and application software.
- Development of specialized product prototypes with intensive testing, validation, and environmental verification.
- Expertise in C4I systems for situational awareness and decision support.
- AI/ML-based big data analytics and enterprise integration of real-time data from IIOT and embedded/FPGA designs.
- Expanded into dual-use solutions with a focus on Industry 4.0, providing AI/ML-based advanced analytics for civilian manufacturing.
- The management team has over 100 years of combined experience in military systems, with two senior leaders having over 35 years each and six mid-management members having over 25 years of experience.
- Offers a diverse range of technology platforms, including proprietary and third-party solutions, along with architecture, design, execution, and product engineering.
- Maintains in-house design and quality standards, ensuring the delivery of software and hardware-integrated products and services.

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Mar 1

📉 Opportunities to Buy: A Look at Market Crashes & Recoveries 📊

1️⃣ Harshad Mehta Scam (1992)
🔻 Market Crash: 54%
⏳ Recovery Time: 2 Years, 4 Months

2️⃣ Dotcom Bubble Burst (2000)
🔻 Market Crash: 56%
⏳ Recovery Time: 2 Years, 3 Months

3️⃣ Global Financial Crisis (2008)
🔻 Market Crash: 61%
⏳ Recovery Time: 1 Year, 8 Months

4️⃣ COVID Crash (2020)
🔻 Market Crash: 38%
⏳ Recovery Time: 8 Months

📈 At All-Time Highs
💬 "I’m waiting for a dip to buy!"
📉 During a Dip
💬 "What if it falls further? Too risky to buy now."

📊 After Recovery
💬 "I missed the rally... I'll wait for the next dip."
And the cycle continues... ⏳

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LNPR Capital®

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Feb 6

Frog Cellsat Ltd
- Founded in 2004, Frog Cellsat Ltd specializes in manufacturing in-building coverage solutions and mobile network accessories for mobile service providers and operators.
- The company offers installation, repair, and maintenance services for telecom equipment.
- Certified by ISO and the National Security Council, FSL ensures high standards in the design, manufacture, installation, and supply of telecom equipment to Indian mobile operators.
- It manufactures RF equipment in India and provides wireless coverage enhancement solutions for 2G, 3G, 4G, and 5G networks.

Product Profile:
1. Telecom Equipment: RF Repeaters, Optical DAS Systems, Interference Mitigation System, Base Station Antennas, Small Cell Antennas.
2. Network Accessories: RF Jumpers, CPRI Jumpers, RET Cables, SFPs, Cavity Filters, etc.
3. IBS Accessories: Antennas, Splitters/Combiners, Couplers, RF Feeders, Connectors, etc.

Industry Structure & Developments:
- Frog Cellsat operates within the telecom equipment manufacturing sector.
- The company specialises in digital repeaters, active DAS (Distributed Antenna Systems), and related accessories that are used to enhance mobile coverage in India.
- Frog Cellsat has established a brand value and is known for quality and competitive pricing.
- The company has been exploring and achieving success in the international market in recent years.
- The management anticipates the industry is moving in the right direction and does not foresee any negative impacts on the industry.

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Jan 16

Aeroflex Industries Ltd
- Established in 1993, Aeroflex Industries Limited is a prominent manufacturer and supplier of environment-friendly metallic flexible flow solution products.
- The company is part of the promoter group SAT Industries Limited, which is listed on the BSE and NSE.
- Aeroflex is a leading manufacturer of metallic flexible flow solutions, catering to diverse industries with high-quality products.
- Its solutions are designed for controlled flow of substances in all forms—solid, liquid, and gas.
- The company has a global presence, exporting to 90 countries across Asia, Americas, Europe, and Africa.
- Aeroflex’s diversified go-to-market model supports its robust export business and worldwide distribution network.

- Business Profile: The company is one of the leading Indian manufacturers of metallic flexible flow solutions made with stainless steel, designed for the controlled flow of all forms of substances, including solid, liquid, and gas. Established in 1993, it is a part of Sat Industries Limited.

- Product Portfolio: The company's diverse product range includes braided hoses, unbraided hoses, solar hoses, gas hoses, vacuum hoses, braiding, interlock hoses, hose assemblies, lancing hose assemblies, jacketed hose assemblies, exhaust connectors, exhaust gas recirculation (EGR) tubes, expansion bellows, compensators, and various related end fittings. The portfolio encompasses over 2,388 SKUs.

Aeroflex Industries provides scalable and customizable flexible flow solutions for diverse industries. The product range includes stainless steel flexible hoses, assemblies and fittings, composite hoses, and interlock hoses, delivering superior performance in demanding environments.

1. Stainless Steel Flexible Hoses
- Available in braided and non-braided versions for high-pressure, extreme temperature, and corrosive conditions.
- Key applications: steel, oil refineries, firefighting.
- Revenue Contribution: 60.4%
- Key Properties:
- High-pressure absorption, temperature, and abrasion resistance
- Chemical compatibility
- Sizes: 1/4” to 14”

2. Assemblies & Fittings
- Customizable fittings for seamless, reliable connections in various industries.
- Key applications: chemical processing, pharmaceuticals, defense, aerospace, oil & gas.
- Revenue Contribution: 33.6%
- Key Properties:
- Customizable, secure, and suitable for diverse applications

3. Composite Hoses & Interlock Hoses
- Lightweight, flexible, and compatible with demanding technical specifications.
- Key applications: chemicals, EV, solar, pharmaceuticals.
- Revenue Contribution: 6.0%
- Key Properties:
- High-pressure resistance, flexibility, and chemical compatibility

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Jan 9

Ceinsys Tech Ltd
- Headquartered in Nagpur, India, ADCC Infocad has established itself as a global premier software solution provider in the GIS industry since 1998.
- The company partners with industry leaders such as Autodesk Inc., Mathworks, Dassault, Adobe, and others.
- ADCC's diversified business interests include sectors like Basic and Professional Education, Banking, Infrastructure, Information Technology, Textile, Power, and Media & Entertainment.
- Specializing in GIS and engineering service solutions, it empowers engineers and professionals with tools to enhance productivity and innovation.
- With branch offices across India and subsidiaries in Africa, ADCC integrates project teams, acting as a virtual extension for clients' GIS and Engineering enterprise solutions.
- The company has a skilled workforce of over 1,000 professionals and state-of-the-art infrastructure.
- ADCC is a preferred partner for leading Indian companies and government organizations, delivering expertise in GIS/Remote Sensing, LiDAR, Photogrammetry, Energy Systems, Engineering Design Services, Surveys, and Customized Application Development.
- Its domain leadership positions it as a key innovator in technology and engineering solutions.

Business Overview:
- Ceinsys is a technology solutions provider specializing in Geospatial Engineering, Mobility Engineering Services, and Enterprise Solutions.
- In Geospatial Engineering, it offers services including Data Creation, Data Analytics, Decision Support Systems (DSS), Enterprise Web Solutions, and Dashboards, providing a comprehensive approach to geospatial intelligence.
- Mobility Engineering Services cover the entire product development lifecycle, including manufacturing engineering, and cater to sectors such as two/three-wheelers, passenger cars, commercial vehicles, and off-highway equipment.
- Enterprise Solutions are seamlessly integrated with geospatial intelligence services, delivering a unified suite of technological offerings for diverse business needs.
- Committed to innovation and excellence, Ceinsys positions itself as a versatile partner at the forefront of advanced technology and practical solutions.

Revenue Segments:
Enterprise Geospatial & Engineering Services - 82%.
Software Products - 17%
Power Generation - 1%

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Jan 2

Epack Durable Ltd
- Incorporated in 2003, EPACK Durable Limited (EPACK) initially operated as a contract manufacturer of consumer durables, such as room air conditioners (RACs).
- In 2012, the company transitioned into an Original Design Manufacturer (ODM), specializing in air conditioners and small domestic appliances like induction cooktops, juicer-mixer grinders, and water dispensers for OEMs.
- By 2019, EPACK had become a leading ODM, holding a ~24% market share as the second-largest player in the RAC ODM segment.
- The company was founded by the Singhania and Bothra families, who bring over two decades of experience and deep knowledge in manufacturing consumer durables.
- EPACK operates three strategically located manufacturing facilities in Dehradun, Bhiwadi, and Sri City, all benefiting from strong backward integration, which ensures cost advantages over competitors.
- Around 80–85% of the company’s revenue comes from the sale of RACs and their components, while the rest is generated from small domestic appliances.
- EPACK has established strong relationships with a prestigious clientele, including Voltas, Haier, Philips, Godrej, Daikin, Havells, Bosch & Siemens, Bajaj, Crompton & Greaves, and Blue Star.

- EPACK holds a 24% market share in the Indian RAC ODM market for domestically manufactured units (FY2023, source: F&S Report).
- The company has the highest degree of backward integration for RACs at a single location in India, developed organically within the organization.
- It specializes in RACs, small domestic appliances (SDAs), and their components.
- There are three manufacturing facilities located in Dehradun, Bhiwadi, and Sri City.
- EPACK operates four R&D centers with 70+ full-time employees dedicated to innovation.
- Among the first RAC ODMs in India to introduce 5 mm copper tubing for heat exchangers.
- Pioneered manufacturing of WACs with R32 refrigerant in India.
- Offers customized manufacturing solutions to meet client requirements.
- Ranked as the second-largest RAC ODM in India based on the number of indoor and outdoor units manufactured through the ODM route in FY2023.
- Achieved a revenue CAGR of 24.47% between FY2021 and FY2024.
- The promoters bring over 100 years of cumulative experience in the EMS industry.
- Focused on cost-efficient manufacturing operations to ensure competitive pricing and quality.

Product Portfolio:
- Air Conditioners: Offers complete RACs, including window ACs (inverter and fixed speed) and split ACs (indoor and outdoor units) with a variety of refrigerants and energy ratings.
- Small Domestic Appliances (SDA): Manufactures induction cooktops, mixer grinders, water dispensers, and domestic air coolers (production starting February 2024).
- Components: Produces heat exchangers, copper tubing, cross-flow fans, and various other parts, catering to both in-house requirements and external customers.

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