EKC

Everest Kanto Cylinder
Q1 result blockbuster Numbers

💰 Net Profit: ₹51.59 Cr
⬆️ 84% YoY | ⬆️ 287% QoQ

🔸Revenue: ₹386 Cr
⬆️ 13% YoY | ⬇️ 8% QoQ

🔸EBITDA: ₹61.31 Cr
⬆️ 48% YoY | ⬆️ 62% QoQ

🔸EBITDA Margin: 15.84%
vs 12.10% YoY | 8.98% QoQ

Net profit up 287% QOQ & 84% YOY

Still Available cheap

EKC

SUPER 👌 numbers

14% 💥

150

Just an Observation

Ace Investor Mukul Agrawal has doubled his stake in Semi conductor company
From 6.48% to 11.70%

FY26 Q1 numbers were also good

ASM TECH

Last close - 2730

Pennar Inds

20% 💥

255

Shriram Piston
6% 💚
Fresh ATH
2634

Just an observation

Nifty Would come near

25250/25400/25750/26000 slowly 🔜

Waaree Energies

again after touching 3270 went down till 2900

Today Up 4% 💚

Now @ 3275

Slowly all stocks which gave Good numbers would make bottom & After few days of consolidation journey would start towards next leg of Upmove

Stay Tunned

Deepak Fertlizer

CMP - 1530

Once closed above 1590-1611 zone no looking back

Keep 👀

Apollo Micro

Fresh ATH —-> 240

15% up on Friday

August 2024 —-> 105
August 2025 —-> 240
🆙 129%


Long way to To


Q1 FY26

Order book at ₹735cr
Secures maiden $13mn export order in avionics

Mgmt targets 45–50% CAGR over FY26–27

Apollo Micro Systems – From Tech Partner to Strategic Force

- India’s defense needs deep tech. AMS has been quietly building the foundation.

- Here’s how its journey layers from IP → Validation → Scale is unlocking a rerating via it's inflection flywheel

Layer 1️⃣: Tech IP – Building the Brain
▪️AMS focused on critical electronics, electromech & signal processing systems
▪️Built subsystems for missiles, mines, torpedoes, naval platforms
▪️RF capability being developed in-house
▪️No DRDO royalty on spec-to-design systems → full IP ownership

➡️ From subsystem to system integrator – AMS built real strategic capabilities

Layer 2️⃣: National Validation – Earning the Trust
▪️Present in all major DRDO missile programs
▪️63%+ of electronics & electromechanical stack in key platforms
▪️Sole supplier for Moored Mines, partner for MIGM, Project Kusha, MPATGM, Pinaka, BrahMos
▪️$13.37 Mn export breakthrough confirms global credibility
▪️Credit rating upgraded to ACUITE A- / A2+

➡️ From tech builder → trusted supplier. AMS now a core defense partner.

Layer 3️⃣: Monetization & Rerating – Scaling with Confidence
▪️₹735 Cr order book + ₹400 Cr WC raised
▪️Unit-3 capacity live by Dec 2025
▪️IDL Explosives acquisition = backward integration into warheads & propulsion
▪️₹100 Cr committed for export-ready product R&D
▪️FY26-27 guidance: 45-50% revenue CAGR, margin expansion underway (Q1 EBITDA: 31%)
➡️ AMS is now positioned to scale both revenue & relevance – domestically & globally.

🧭 Investor Compass View
- Apollo micro system is not a defense narrative stock. It’s a capability compounder.
✅ IP ownership
✅ DRDO trust
✅ Export breakthrough
✅ Execution & margin visibility

- Rerating isn’t speculative.
- It’s a natural consequence of proven capability + validated demand + built-to-scale infra.

➡️ Layer 3️⃣ activation has begun.

TRANSRAIL

FY26 revenue growth guidance of 22%-25% YoY & EBITDA margin guidance of 11.5%-12%.

Expanding from 84,000 MT to 1,96,000 MT by Q4FY26 in towers and from 24,000 km to 49,500 km by Q1FY27 in conductors.

Management sees 1L Cr bidding opportunity in the next 12 months (50% India, 50% international), targeting 25,000Cr bids in next 3-4 months with expected strike rate of 8%-10%.

65-70%% of EPC contract value sourced in-house-towers, conductors, mono-poles. Ensures cost control and timely execution.

Deepak Fertlizer

Again available @ 1460

Strong 💪 support @ 1360-1390 zone

Waaree Energies

6% 💥

3447 💚

Deepak Fertlizer

Again Retest 1408 zone

Today’s Low - 1407.40

Check rates next year in 2026
March - July - Oct - December

💯%

1️⃣ If you lack money, you can use your skills and time to earn it.

2️⃣ If you lack time, you might invest money to save time (e.g., outsourcing tasks) or use your skills more efficiently.

3️⃣ If you lack a specific skill, you can invest time and/or money to acquire it through learning or training.

Deepak Fertlizer

Fridays Low - 1379

Only once closed above 1560-1600 zone new rally wld start till that time consolidation