1/13

🚀 Apollo Micro Systems 📊🧵

🔹Defence electronics leader specializing in electronic, electromechanical, and engineering design, offering end-to-end solutions in Aerospace, Defense, Space & Homeland Security through design, manufacturing, and testing.

🔹With strong financials, a growing order book, and expansion plans, AMS is targeting 45-50% annual growth, aiming to 2X revenues in 2 years.

🔹Acquires 100% stake in IDL Explosives (Hinduja Group) for ₹107 Cr

📌 Apollo Micro Systems transitions from a weapon electronics company to a complete weapons system supplier, unlocking value across the full lifecycle from arming electronics to final munitions platforms.

#ApolloMicroSystems #AMS #IDL #Defence #MakeInIndia #ViksitBharat 2/13

💼 Apollo Micro Systems | IDL Explosives : Investor Presentation

🔹Acquires 100% stake in IDL Explosives (Hinduja Group) for ₹107 Cr in an all-cash deal.

🛸 Vertical Integration

🔹Combines Apollo’s electronics & weapon platform design with IDL’s energetics & explosives
🔹 Creates a full-spectrum, Tier-I OEM offering across munitions & integrated systems
🔹Unlocks cost-efficiencies via in-house manufacturing, IP control and bulk procurement

🌎 Geographic & Product Expansion

🔹Enters East/West Africa, Middle East, SE Asia, Far East
🔹CE-certified products enable European market access
🔹New product classes: artillery shells, loitering munitions, torpedoes, UAV payloads

📌 Increased Tender Eligibility: Apollo can now participate in larger and more complex defence contracts needing indigenous solutions

🌎Global-Domestic Market Opportunity

🔹Global explosives market expected to grow to $9.37B by 2029 (CAGR: 8.8%)
🔹India’s defence exports hit ₹23,622 Cr in FY25

📌 Key trigger: Global conflicts (Europe, West Asia) + Atmanirbhar Bharat push

💼 Product Portfolio | Existing + Integrated

🔹 Underwater mines & moored mines
🔹 Medium-range aerial rockets 🚀
🔹 Limpet mines, aerial bombs 💣
🔹 ESAD fuze, warheads for UAV-launched PGMs
🔹 DRDO Technology Transfer received for critical munitions components

💡 Apollo Micro Systems transitions from a weapon electronics company to a complete weapons system supplier, unlocking value across the full lifecycle from arming electronics to final munitions platforms.

#ApolloMicroSystems #AMS #IDL #Defence #MakeInIndia #ViksitBharat

1/10

Transrail Lighting 🚆⚡️📚🧵

🔹Backward integrated 🌎 EPC Powerhouse specializing in Power T&D, Railways, Civil Infra & Lighting - operates in 58 countries.
🔹 ~ ₹15000 Cr Order Book as on end of Q4FY25 | 90% Power T&D | 49% Domestic, 51% International
🔹 1,42,000 MTPA Capacity & ~1,62,000+ MTPA Post-expansion (FY26)
🔹Leading player in 800kV HVDC projects & Urban Infra

#Transrail #StocksToWatch #StocksInFocus 2/10

💼 Managing Director and CEO, Randeep Narang, revealed that total orders for Q4FY25 stand at around ₹4000 crore, with the company projecting 28-30% revenue growth for FY25.

⚡️ Overall order book: ~₹15,000 Cr as on end of Q4FY25.

🎯 FY25-26 Growth Outlook | Guidance

• Revenue Target FY25: F5,200 Cr (+30% YoY)
• Revenue Target FY26: 76,500 Cr (+25% YoY)
• EBITDA Margins: 12-12.5% sustainable
• PAT Growth (FY25): +91.89% YoY

Source: NDTV Profit

#Transrail #StocksToWatch #StocksInFocus

1/8

Poly Medicure 📊📚🧵 - Leader in medical devices space

🥇 Indian Medical Devices Leader of the Year Award 2022 by GOI.
🔹 India’s medical device market is set to triple from $11B → $30B in 5 years
🔹India's top medical device exporter for 10+ years
🔹12 manufacturing facilities and an R&D center, producing ~1.8B devices annually.
🔹200+ devices in its portfolio and clients in 125+ countries
🔹~350 patents with 44 more pending globally.

#Polymed #Polymedicure #MedicalDevice 2/8

🏥 Direct from the management

🎥 Himanshu Baid - MD, Poly Medicure on CNBCTV18

🔹Guiding for 20%+ revenue growth for the next 2-3 years

🔹Margin will improve 100-120 bps on a full year basis

🔹India continues to remain an important market, growing at 50%.

Source: CNBCTV18

#Polymed #Polymedicure #Nifty #MedicalDevice #StocksInFocus #StocksToWatch #StockMarketIndia

1 | Varun Beverages Limited (VBL) 🧵📊📚

🔹One of the largest & major global PepsiCo franchisees, producing and distributing both carbonated (Pepsi, 7up, Mirenda, Mountain Dew) and non-carbonated beverages (Tropicana, Aquafina).

🔹Operating in 27 Indian states and 7 UTs, VBL also serves markets in Nepal, Sri Lanka, Africa 🌍 and more.

🔹10X Returns in last 5 years.

🔹Massive profit growth of ~42% CAGR over last 5 years.

📊Data Credit: Sovrenn and Company Reports

#VarunBeverages #VBL #Q4FY25 2 | ❄️Key Developments

🔹Varun Beverages moves closer to acquiring SBC Beverages Ghana & Tanzania pending final approvals.

🔹Commenced production at a new plant in Kinshasa, DRC (Congo, Africa), with two PET lines for carbonated soft drinks and packaged water, each with a capacity of 550 BPM (bottles per minute).

🔹VBL has partnered with PepsiCo's Premier Nutrition Trading LLC to produce and distribute "Simba Munchiez" in Zimbabwe and Zambia. A USD 7 million investment is planned for facilities, with operations set to begin by October 2025 in Zimbabwe and April 2026 in Zambia.

🔹Expanding production capacity in Rajasthan & MP.

🔹Started commercial production of Carbonated Soft Drinks, Juices, Beverages Base Syrup & PET Preform at its production facility at Khordha, Odisha and PET Preform & Closures at its production facility at Guwahati, Assam.

🏢 Recently announced the manufacturing of Cheetos in Morocco by May 2025.

🏏 Higher demand for cold beverages & snacks due to its strong brand association with ongoing IPL.

#VarunBeverages #VBL #Q4FY25

1/12

🧬 Senores Pharmaceuticals 🧵📚

🌡️ Senores Pharma is a research driven pharmaceutical company with a strong presence in regulated and emerging markets.

🌡️ With robust financial performance and aggressive product pipeline expansion, it is on track to double its revenue in the next two years.

🔹Business Model: Research-driven pharmaceutical manufacturing & CDMO/CMO services

🔹Presence: Strong foothold in US, Canada, UK & 40+ emerging markets

🔹Manufacturing Plants: USFDA-approved facility in Atlanta, US + WHO-GMP facility in India

🔹Total Installed Capacity: 1.2 billion units (US) + 1.9 billion units (India) + 50 million injectables

🔹Market Position: Fast-growing player in global pharmaceuticals, expanding CDMO/CMO presence

📊 Data credit: Sovrenn, Centrum & Company Reports

#Senores #SenoresPharma #CDMO 2/12

☎️Senores Pharmaceuticals - CDMO Conference Highlights

Distinct Specialty & Complex Product Portfolio
🔹Revenue Guidance: ₹4.2B in FY25 & ₹7B in FY26
🔹ANDA filings: 14 products for institutional supply (govt)
🔹US tariff impact: Possible benefit, but too early to assess

Growth Strategy
🔹Business model: Develops & partners for marketing
🔹Acquisitions: Targeting high-growth, profitable molecules
🔹Key markets: LATAM, Eastern Europe, CIS, Middle East, Africa

CDMO & Pipeline
🔹Semaglutide filed (Oral & Injectables)
🔹RFQ for CDMO bookings: 80%
🔹Injectables plant in USA with ₹1B investment

Market Positioning
🔹US plant utilization to reach ~65-70% by FY26
🔹Targeting unmet needs in emerging markets
🔹TAM for ANDA portfolio: $421M (IQVIA) & $1.3B (Symphony)

🥇 Strong pipeline, strategic global expansion & focused CDMO play make Senores a key pharma player to watch.

Source : Centrum
#Senores #SenoresPharma #CDMO

1/9

🏭 KRN Heat Exchanger & Refrigeration 🧵📘

🏗️KRN is a leading manufacturer of fin and tube-type heat exchangers for the HVAC&R industry.
🏗️With strong financials, aggressive expansion & rising exports, KRN is set for 5x-6x growth in 3 years.
🔹Presence: Pan-India + Expanding Exports 🌍
🔹Manufacturing Plants: 2 facilities in Neemrana, Rajasthan
🔹Total Production Capacity: 1 billion units annually
🔹Market Position: Leading Indian HVAC & Refrigeration Component Supplier
🔹Utilization: 84% of Production Capacity
🥇 With rising demand for energy-efficient cooling solutions, KRN is poised for raid growth!

#KRN #KRNHeatExchanger 2/9

🏗️Business Model

🏭HVAC & Refrigeration Heat Exchangers - Core Offerings:

🔹Design & Engineering Solutions – Customized thermal solutions for HVAC, refrigeration & industrial cooling

🔹Manufacturing & Fabrication – Large-scale production of heat exchangers, condenser & evaporator coils

🔹End-to-End Solutions – Design ➡️ Manufacturing ➡️ Supply to OEMs & industrial clients.

🛠️Product Portfolio & Offerings:

1️⃣ Evaporator Coils – Used in HVAC & refrigeration systems for efficient cooling

2️⃣ Condenser Coils – Heat dissipation for air conditioning & commercial cooling applications

3️⃣ Fluid & Steam Coils – Used in industrial & process cooling systems

4️⃣ Oil Cooling Units – Specialized cooling solutions for data centers & industrial applications

5️⃣ Bar & Plate Heat Exchangers – High-performance thermal management for railways, compressors, & off-road vehicles (Under testing)

6️⃣ Roll Bond Evaporators – Used in direct cooling refrigeration systems

🔹Key Industry Segments Served:

1️⃣ HVAC (Air Conditioning & Ventilation)

2️⃣ Refrigeration (Cold Storage, Pharma, Food Processing)

3️⃣ Industrial Cooling (Railways, Data Centers, Heavy Equipment, Oil & Gas, Chemical Processing, Power Generation)

📌 With rising demand, strong customer relationships & upcoming capacity expansion, KRN is well-positioned for exponential growth! 🚀

#KRN #KRNHeatExchanger

Sky Gold 🪙 🧵– Business, Financials & Growth Strategy

🥇Business Overview

🔸 Core Focus: Designing, manufacturing, and marketing lightweight 18K & 22K gold jewelry
🔸 B2B Model: Supplies Malabar Gold, Joyalukkas, Kalyan Jewellers & other major brands
🔸 Market Presence: 2,000+ showrooms in India, 500+ globally
🔸 Manufacturing Facility: 81,000 sq. ft. Navi Mumbai plant with 9-tonne annual processing capacity
📊Data Credit: Sovrenn

#SkyGold 1/10 2/10

💰 Financial Performance

📌 Q3FY25 Results
🔹 Revenue: ₹998 Cr (+116.7% YoY)
🔹 PAT: ₹37 Cr (+309.1% YoY)

📌 FY24 Full-Year Performance
🔹 Revenue: ₹1,745 Cr (vs ₹1,154 Cr in FY23, +51.2%)
🔹 PAT: ₹40 Cr (vs ₹19 Cr in FY23, +110.5%)

📌 Key Valuation Metrics
🔹 Market Cap: ₹5,134 Cr
🔹 Promoter Holding: 58.2%
#SkyGold

1/9

P. N. Gadgil Jewellers Limited 🧵

🎖️ Weekly breakout 📈 close with 💪🏻 Volume support
🎖️ Fastest Growing jewellery brand in India 🇮🇳 with 54.63% CAGR Rev (FY22-FY24)
🎖️ ₹10000 Cr Rev Guidance by FY27 (FY24 Rev 6000cr ~33% CAGR)
🎖️60 Stores 🏬 target by FY27
🎖️100-120 Stores 🎯 over the next 6 years
🎖️ Presence in 3 states, 13 cities with 48 Stores
🎖️ Target to become No.1 🥇 player in Maharashtra by FY26
🎖️ Targets to improve stud ratio to 15% from 11% by FY26 for better margins
🎖️ Highest(93%) Customer conversion ratio
📊 Data Credit: Sovrenn

#PNGadgil #PNGJewellers #PNG #Investing 2/9

🎖️ Financials 🔥

📈 Q2FY25: Sales up 46% YoY from ₹1372 Cr in Sep-23 to ₹2001 Cr in Sep-24. Similarly Net Profit up 59% from INR 22 Cr to INR 35 Cr.

📈 PAT FY23 ₹94 Cr | FY24 ₹154 Cr.

📈 ROE & ROCE > 25%

💴 Average Transaction Value 📈 FY22 to FY24
📈 Gold Jewellery: 16.46% CAGR
📈 Diamond Jewellery: 22.69% CAGR
📈 Silver Jewellery: 3.05% CAGR

🥇 Fastest-growing jewellery brand among key organized players in India, with a revenue growth CAGR of 54.63% between Fiscal 2022 and Fiscal 2024. The company achieved an EBITDA growth of 39.78% during the same period, making it the second-highest performer among key organized jewellery players in India.

📊 Data Credit: Sovrenn Times, Prime & Discovery. @sovrennofficial

1/9

Jeena Sikho Lifecare Ltd. 🏥 🧵

🏥 Debt-free Leading Ayurvedic healthcare Company with 34% CAGR 3Y Revenue
🏥 Operate under 'Shuddhi' 🌱 Brand
🏥 Operates 120+ PAN-India 🇮🇳 Ayurveda Hospitals & Clinics
🏥 1277+ operational Beds 🛏️
📊 Data Credit: Sovrenn & AR (2024)

#JeenaSikho #JSLL #Shuddhi 2/9

🏥 On 16th Oct 2024 Company has announced the establishment of a new 'New Shuddhi Ayurveda Panchkarma Hospital' in Indore, Madhya Pradesh. The facility covers 9,000 sq. ft., has 16 rooms, 25 beds, 2 OPD units, and a staff of 4, including 1 doctor.

🛏️ 24 + 9 NABH accredited hospitals & clinics, and 9 in pipeline.

💼 ~300 SKUs in Ayurveda medicine & product portfolio.

🧑‍⚕️ 307 Ayurveda Certified Doctors.

👨 483 Supporting healthcare personnel.

#JeenaSikho #JSLL

1/9

Waaree Energies Ltd ☀️ 🧵

☀️ Successful IPO Base Breakout 📈

☀️ The largest manufacturer of solar
PV modules (13.3 GW) in India 🇮🇳

☀️ Setting up a fully integrated 6 GW facility in Odisha 🇮🇳 for production of ingots, wafers, solar cells, Solar PV modules. Expected to Go-Live by FY27.

☀️ Setting up a 1.6GW facility in Houston, Texas to cater to demand in 🇺🇸

☀️ 16.6 GW order book as of June 2024.

📊 Data Credit: Sovrenn & AR 2023-24

#WaareeEnergies #Waaree #WAAREERTL #WaareeTech 2/9

💼 Holds 21% share in 🇮🇳 & 44% of solar module exports (FY24)

💼 Manufactures multicrystalline, monocrystalline & advanced modules (e.g., TOPCon).

💼 Product range includes flexible, bifacial (Mono PERC) & BIPV modules.

1/7

International Combustion (India) Limited !! 🧵

🏭 ~350 Cr Microcap Engineering company engaged in the Biz of manufacturing Mineral Grinding mills.

🏭 Serves all major industries with specialized range of products including Vibrating Screens, Feeders, Cone Crushers, Bulk Material Handling Equipment, Geared Motors & Gear Boxes.

📊 Data Credit: Sovrenn & Company Reports.

#InternationalCombustion #IC 2/7

💼 Industry Served:

🇮🇳 India possesses an impressive inventory of mineral resources and IC with its highly diversified range of products plays an important role right from the stage of mining and beneficiation, including size reduction, classification, washing, drying, crushing/screening, controlled feeding and gear drive system, to all major user industries listed below.

🪴 Fertiliser • Agriculture
🌈 • Paints • Plastics
💊• Pharmaceuticals
🥗 • Food • Animal Feed
🚧• Coal and Ore Mining • Coal Preparation • Ore Beneficiation • Sand and Mortar Plants
♻️ • Recycling Industries and Waste Recovery
⚡️• Power Station
⛓️• Steel and Non-ferrous metal processing.

🇮🇳 Government is pushing for more Mining, & IC with its products is set to reap maximum benefits due to tailwinds in mining sector.

1/7

Modison Ltd - Specialists in Global Contact ⚡️Technology 🧵

⚡️The only 🇮🇳 company globally manufacturing silver electrical contact materials & finished contacts for Low,Medium,High & Extra High Voltage switchgear industry

⚡️Targets ₹1,000 crore revenue by 2030

#Modison 2/7

💼 Industries Served:

🚆 Railways
✈️ Aerospace
🚙 Automotive
⛴️ Marine
🛡️Defence
🪝Engineering
🧬Life Sciences
💊 Pharmaceuticals

#Modison

1/7

Tembo Global Industries ltd 🧵

🔫 Defence Entry: Strategic Partnership with European Giant for Arms & Ammunition manufacturing with 100% buyback commitment.

👑 @LuckyInvest_ARK Sir’s “Lucky Investment Managers” is meeting with Tembo Global on 26th Sep 2024.

#TemboGlobal 2/7

Ⓜ️Expanding manufacturing capacity by 6X to 105000 MTPA in FY25. (Greenfield Expansion in Vasai has a projected capex of ₹75 crores).

💼 Co has a strong order book of ₹800+ Cr, standing at 2x of FY24 revenue & Order Bidding Pipeline: ~ ₹1200 Cr.

1/7

Patels Airtemp India 🧵

☢️ Nuclear Power Microcap(386 Cr) Proxy.

☢️ The Co started catering to the #Nuclear power sector since 2017 after the company received the “N-Stamp authorisation” for manufacturing pressure vessels & exchangers for nuclear plants.

#PatelsAirTemp 2/7

☢️ Patels Airtemp was the third organisation in India to get N-Stamp authorisation to serve Nuclear Power Industry.

☢️ The company is engaged in the manufacturing of an extensive range of heat exchangers, condensers, separators, and compressors.

1/7

#ABSMarine Services ⛴️ 🧵

⛴️ Specializing in Ship
Management,Vessel Ownership, Marine & Port Services globally through Mumbai, Kochi, Singapore & Kakinada(satellite) offices.

💼 The management forecasts a 40% YOY growth & expects EBITDA levels to reach 30% in FY25. 2/7

⛴️ Fundamentals:

✅ PAT ⬆️ by 150% at ₹25 Cr in FY24 Vs ₹10 Cr in FY23.

✅ PAT margin ⬆️ by 18.41% in FY24 from 10.11% in FY22.

✅ ROCE ⬆️ by 18.6% in FY24 from 9.8% in FY22

✅ ROE ⬆️ by 20.10% in FY24 from 9.67% in FY22

✅ D/E ⬇️ by 0.39% in FY24 from 0.73% in FY22

1/5

Gujarat Industries Power Co Ltd.
#GIPCL 🧵

1️⃣6️⃣ Year Breakout Renewable ☀️ Energy Power Stock 📈

🎰 PB Ratio ~1

☀️ Renewable energy play.

☀️ Solar, Wind, Thermal Power Plants.

⛽️ Gas, Lignite Power Plants.

@ManishK46113331 @FinAspiration
@Chart_Wallah108 🙏🏻🙏🏻 2/5

☀️ Solar Park Project - GIPCL been allotted land at Great Rann of Kutch near Khavda to set-up 2375 MW.

☀️ GIPCL (2375 MW) is part of Gujarat Renewable Energy Park(World’s largest clean electricity project 27,700 MW) to be ready by ~2026.

☀️ Commissioned 5 Solar Plants 👇🏻

1/8

#CaptainPolyplast #CPL ☀️ 💦 🪴 🧵

💼 CPL = Irrigation 💦 🪴 + Solar ☀️ EPC.

☀️ CPL has entered into fast growing Solar EPC market.

☀️ CPL is empanelled vendor in PM Surya Ghar Yojna.

@Chart_Wallah108 @ManishK46113331 @investor_sr33 🙏🏻🙏🏻 2/8

☀️ PM Surya Ghar Yojna aims to provide 300 units of free electricity to 1 crore households.

☀️ Total project outlay is 75000cr+

☀️ Empanelled with 5 discoms under this scheme.

☀️ Big advantage for CPL.

🪴 Advanced Drip irrigation systems & sprinkler irrigation systems.

1/10

#WAAREETech #BESS 🔋🧵

🔋 EV / Lithium-Ion battery & BESS play.

💼 Used in E BIKE 🛵, E Bicycle,
E FORKLIFT & TRACTION🪝,
E RICKSHAW 🛺, TELECOM & UPS, Power backup system & BESS.

🎯 #WAAREE Signed MoU with Israel’s 🇮🇳 🇮🇱 3DBattery to develop energy storage solutions.

https://twitter.com/indiantechguide/status/1825555823638073817

2/10

🔋 #Waaree Technologies plans 5 GWh battery cell production capacity leveraging 🇮🇱 3DBattery’s lithium-ion and sodium-ion battery technology.

1/7

#Delaplex 🤖 🧵 = AI + Cloud ☁️ + Automation / Robotics 🤖 + Data Science 📊 + Data Center 🏢

🤖 Delaplex is a subsidiary of USA-based DelaPlex INC. & it holds 51% of the Indian subsidiary.

💼 Provides services across India, USA, Dubai.

@Chart_Wallah108 @ManishK46113331 2/7

🤖 The company also provides various tech solutions including software defined data centers, integrated infrastructure, cloud computing, DevOps, security solutions, data analytics, and artificial intelligence.

1/7

#VPRPL 💦 🧵 ATH Breakout 📈

🚧 Vishnu Prakash R Punglia - One of the India's fastest-growing Infrastructure Development Company.

💦 VPRPL Engaged in 👇🏻
💧 Water Treatment Plant.
💧 Water Recycling ♻️
💧 Water Supply Network.
💧 Pumping Systems.

@Aditya_joshi12

https://twitter.com/Anvith_/status/1818310856939339856

2/7

🚆 Railway Infrastructure.
🛣️ Highway / Bridges Infra.

🏛️ Government Initiatives/Fundings:

💦 Jal Jeevan Mission, Namami Gange with ₹22,500 cr budget.

💼 ₹28,000 cr by 2025 (from ₹17,000 cr in 2022), CAGR 7.52%

@Chart_Wallah108 @ManishK46113331 @sushilpathiyar