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

Festive season sale of 30% to 65% might end. 🔜 🔜

Possible shld extend till Navratri and end before Diwali 🪔

Nifty support @ 24000

Let’s c

All the best
Happy investing

Waaree Energies

Days low - 3208

Stock not to miss for next 1-2-3 years

Just an observation

Good GDP Number - No Upmove in markets

GST CUT - market react negatively on Positive news.

This is not good sign for short term growth 🤔

Market needs LTCG & STCG Rate Cut to bring back FII

& That can spark big Rally in markets

Promoter holding
25%———-→65%
+
5 years sales CAGR 200% = conviction + executions Rare combo

Stock Name - ?????

After 251 Likes ❤️

✅ Leadership with Purpose
Waaree’s mission: not just clean energy—but accessible, affordable, and inclusive energy.
Over 11,400 employees driven by innovation, ESG goals, and nation-building.

With an order book of 49,000 crore, the company is targeting an EBITDA of ₹ 5,500–6,000 Crores in the coming year.