Kalkamarket Investment 🚀

GOVERNMENT DEBT-TO-GDP RATIO REMAINS ELEVATED AT 58.2% IN FY26 — 210 BPS ABOVE TARGET

🛡️ 𝗗𝗲𝗳𝗲𝗻𝗰𝗲, 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀 | 𝗙𝗬𝟮𝟳 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲 A few companies in this space are expecting strong growth in FY27. Here are the numbers I’m tracking 👇 🔹 𝗠𝗧𝗔𝗥 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 FY27 revenue growth: 80% 🔹 𝗦𝘆𝗿𝗺𝗮 𝗦𝗚𝗦 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 FY27 revenue growth: 35%+ 🔹 𝗕𝗵𝗮𝗿𝗮𝘁 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀 Revenue growth: 15% 🔹 𝗲𝗠𝘂𝗱𝗵𝗿𝗮 Organic revenue growth: 18% PAT CAGR target: 25% 🔹 𝗧𝗮𝘁𝗮 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 Double-digit growth expected H2 acceleration expected 🔹 𝗡𝗲𝘄𝗴𝗲𝗻 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 Double-digit revenue growth expected The interesting part is that the opportunity is not limited to traditional defence companies. Electronics manufacturing, aerospace components, digital systems and defence technology are all becoming part of the larger ecosystem. 𝗚𝗿𝗼𝘄𝘁𝗵 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲 𝗶𝘀 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴. 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻, 𝗺𝗮𝗿𝗴𝗶𝗻𝘀, 𝗼𝗿𝗱𝗲𝗿 𝗶𝗻𝗳𝗹𝗼𝘄𝘀 𝗮𝗻𝗱 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝘄𝗶𝗹𝗹 𝘁𝗲𝗹𝗹 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝘀𝘁𝗼𝗿𝘆. Which company are you tracking most closely in this space? 👀 Save this for future reference 🔖

📊 SUPRIYA LIFESCIENCE MAINTAINS ~₹1,000 CR FY27 REVENUE TARGET 💊📈 • Reiterates ~₹1,000 Cr FY27 revenue target • Maintains FY27 EBITDA margin guidance at 32–35%; Q1 margin pressure expected to be temporary • Beyond FY27, management expects ~20% revenue CAGR, with potential upside • Growth to be driven by new products, formulations and CMO/CDMO businesses • Pathalganga capacity expansion expected to support future growth • FY27 depreciation expected at ₹35–40 Cr, including ₹14–15 Cr from Ambernath facility

PM Modi Hoists Indian National Flag At Red Fort On 80th Independence Day

📊 India's Auto Component Ecosystem Continues to Grow Key Highlights • India's auto-component industry grew 12.7% in FY26, according to industry data. • Supplies of components to vehicle manufacturers increased 16.3%, supported by higher vehicle production. • India's auto-component industry reached a turnover of approximately ₹6.75 lakh crore in FY26. • Auto-component exports increased by around 5%, reflecting continued demand from international markets. • The replacement/aftermarket segment grew 9%, supported by India's expanding vehicle base and increasing formalisation of the repair market. • Technology transition: Increasing adoption of electronics and newer vehicle technologies is creating demand for more advanced components across the automotive ecosystem.

🚨 ₹5,000 SIP: Fixed vs Step-Up 📈 Fixed SIP ₹12L Invested → ₹49.46L Corpus 10% Step-Up SIP ₹34.36L Invested → ₹98.46L Corpus Same starting SIP. But Step-Up creates ~₹49L more wealth! 🔥 Assuming 12% annual return over 20 years.

🚀 Strong Performing Stocks Since January 2026 STLTECH — +536% INDSWFTLAB — +242% HFCL — +228% DEEDEV — +210% CUPID — +178% SKYGOLD — +151% GVPIL — +144% SANSERA — +133% TDPOWERSYS — +121% APARINDS — +117% AEROFLEX — +113% ATHERENERG — +113%

📊 BAJEL PROJECTS – ULTRA MEGA EPC ORDER FROM PGCIL ⚡️ • Secured an Ultra Mega EPC order worth ₹400+ Cr from PowerGrid Corporation of India (PGCIL). • Order pertains to 765 kV Transmission Line works under the WR-ER Inter-Regional Network Expansion Scheme – Part A. • Scope includes bypassing and LILO of transmission lines under the TBCB route. • Project execution period: 33 months from the Notification of Award. • Order is part of the company’s ordinary course of business and is domestic in nature. • No promoter/promoter group interest; not a related-party transaction.

📊 PAYTM : CO CEO VIJAY SHEKHAR SHARMA, CFO GET SEBI NOTICE OVER TIMING OF 2023 LOAN DISCLOSURE THE REGULATOR HAS SOUGHT RESPONSES FROM CEO VIJAY SHEKHAR SHARMA, CFO MADHUR DEORA AND OTHER KEY PERSONNEL OVER WHEN PAYTM DISCLOSED ITS DECISION TO CURB SMALL PERSONAL LOANS.

📊 BEML BEML Limited has secured a significant order worth Rs. 184.25 crore from Hindustan Aeronautics Limited (HAL) for the manufacture and supply Light Combat Helicopter (LCH) Fuselage Aerostructures.

Sattva Engineering Construction-SME Interesting Infra Name From Chennai (Waste Water) Recently- Co re-entry into the industrial & utility building segment through civil construction works Stock Up 80% from March lows

Groww continues to lead India’s stockbroking market. In July: Groww: 1.31 Cr active clients Market share: 28.88% Added 70,119 clients Meanwhile, Sahi recorded the fastest growth among the top 20 brokers, with 13.6% MoM growth. The gap between Groww and the rest remains significant.

📊 GODAVARI BIOREFINERIES: CO. RECEIVES EUROPEAN PATENT OFFICE GRANT FOR NOVEL ANTI-CANCER PHARMACEUTICAL COMPOSITION AND PREPARATION PROCESS PATENT

🚰 KRYSTAL INTEGRATED SERVICES: ₹296 CR SEWAGE TREATMENT ORDERS • Receives two work orders from Government of Maharashtra • Orders for development of sewage treatment plants • Total order value: ₹296 Cr • Krystal’s consortium share: 40% (~₹118 Cr) • Orders strengthen presence in water and wastewater infrastructure

🛡 ZEN TECHNOLOGIES: WINS ₹295 CR DEFENCE ORDER • Received order from Ministry of Defence, Government of India • Order is for supply of simulators • Total order value: ₹295 Cr including GST • Order to be executed within 1 year • Order is entirely domestic

DEV INFORMATION TECHNOLOGY: ₹5.33 CR GUJARAT GOVT ORDER 🖥️🏛️ • Won a ₹5.33 Cr technology order from Gujarat Government’s Settlement Commissioner & Director of Land Records • Project involves software enablement and infrastructure modernisation using Microsoft SQL Server 2025 Enterprise • Covers key applications including iORA, e-Milkat and Any RoR • Solutions aimed at improving cybersecurity, disaster recovery, database performance and business continuity • Infrastructure will support high availability and future scalability • Fixed-cost domestic project expected to be completed within ~1 month

ALL-TIME HIGH BREAKOUT ALERT 19 Stocks Closed at Fresh Lifetime Highs Today! 💠Cupid 💠Bosch 💠Ather Energy 💠Titan Company 💠Deep Industries 💠Ather Industries 💠Sudeep Pharma 💠Shilpa Medicare 💠KSH International 💠Rubicon Research 💠Panama Petrochem 💠Anthem Biosciences 💠Sedemac Mechatronics 💠Thyrocare Technologies 💠Kwality Pharmaceuticals 💠Lumax Auto Technologies 💠Shaily Engineering Plastics 💠Manipal Health Enterprises 💠Chennai Petroleum Corporation 11-08-2026

📊 20 Worst Small-Cap Results Last Week Nazara Technologies, CMP ₹352 Sales 🔻14%, Profit 🔻249% STEL Holdings, CMP ₹553 Sales 🔻86%, Profit 🔻137% SignatureGlobal, CMP ₹802 Sales 🔻36%, Profit 🔻148% Cohance Life, CMP ₹446 Sales 🔻23%, Profit 🔻144% The Anup Engineering, CMP ₹1,896 Sales 🔻29%, Profit 🔻98% RattanIndia Enterprises, CMP ₹31.8 Sales 🔻19%, Profit 🔻97% Afcons Infrastructure, CMP ₹274 Sales 🔻21%, Profit 🔻78% Dalmia Bharat, CMP ₹404 Sales 🔻10%, Profit 🔻80% Hubtown, CMP ₹175 Sales 🔻17%, Profit 🔻69% Texmaco Infrastructure, CMP ₹114 Sales 🔻11%, Profit 🔻55% Inox Wind, CMP ₹78 Sales 🔻1%, Profit 🔻58% Automobile Corp, CMP ₹1,830 Sales 🔻3%, Profit 🔻51% Electrosteel Castings, CMP ₹72 Sales 🔻8%, Profit 🔻46% Ratnamani Metals, CMP ₹2,198 Sales 🔻16%, Profit 🔻38% Oswal Pumps, CMP ₹326 Sales 🔻8%, Profit 🔻43% Dhanuka Agritech, CMP ₹1,021 Sales 🔻13%, Profit 🔻35% Hinduja Global, CMP ₹428 Sales 🔻1%, Profit 🔻45% Shrem InvIT, CMP ₹105 Sales 🔻5%, Profit 🔻33% Welspun Enterprises, CMP ₹589 Sales 🔻8%, Profit 🔻27% Blue Jet Healthcare, CMP ₹594 Sales 🔻17%, Profit 🔻14%

📊 MAN INFRA: SECURES APPROVAL FOR ₹1,000+ CR ULTRA-LUXURY BANDRA PROJECT 🏗 • MICL Group secured Intimation of Approval (IOA) for an ultra-luxury sea-view residential project at Bandstand, Bandra West, Mumbai • Project, named “Berkeley House”, has estimated GDV of ₹1,000+ Cr • Project targets the premium luxury housing segment and is expected to launch in FY27 • MICL Group holds around 70% stake in the newly acquired project • Total Bandra portfolio now represents combined GDV of ₹2,350+ Cr

📊 DEV INFORMATION TECHNOLOGY | ₹5.33 CR GUJARAT GOVT ORDER Order Highlights - Secured ₹5.33 Cr Gujarat Government order. - Project awarded by Settlement Commissioner. - Covers software enablement and infrastructure modernisation. - Uses Microsoft SQL Server 2025 Enterprise. - Covers iORA, e-Milkat and Any RoR. Growth Impact - Enhances cybersecurity and disaster recovery. - Improves database performance and continuity. - Infrastructure supports high availability. - Enables future scalability. - Project expected completion within one month.