Niveyshak | निवेशक

🏛️ Avalon Technologies | Solid Move 👉 ROI > 350% ✅ Patience paid off ✅ Folks sitting at more than 3X now almost 🔥 Well done guys! 🤝

🏛️ GROWW | Positional Bet LTP: 198 | SL 178 👉 Positional bet for few weeks/months 👉 Allocation will play wonders! 👉 I am not playing with SL because I am salman khan who drinks thumbs up! 😝

👉 Banrakas: Aee Binod ..Humlog wapas momentum aur breakout setups shuru kare kya ? 🔥 🚨 Lekin logo ka reactions to kam aata hai ... 💔 👉 Binod: Ha de do ..han ye bhi problem hai..lekin shuru karte hai na!! 😀

🏛️ We started the "Wildfire" Setups Series 👉 Check Pin Messages for fresh Setups again 👉 This is the power of our "Momentum Setups" 🔥 👉 Stage 2 Breakouts all of them blasted🚀 👉 Buy Before Breakout Series 👉 Solid Allocation Setups 🔥 ✍️ Backed with concall data and results based 🔥 ✍️ Keep position sizing in control and asses the risk before entry 👉 Please share with your friends circle 🙏 Channel Link: https://t.me/niveyshak1

🏛️ Marine Electricals | Positional Bet 👉 LTP - 367+ as of today! 👉 Crossed our positional Target: 333+ 👉 Expect revision of upsides after 333 is crossed, thank you 👉 As said it was ready for firepower for few weeks/months 🌋

Unimech Aerospace LTP: 1510+ Research Reports 1 | FY26 Momentum Visibility | Management Commentary On Orderbook | Anand Rathi Research Report | Sector Tailwinds - Scrip doubled almost in 4-5 months from lows! - Expect some profit booking may be, unsure - Way too rich valuations I think now at 95 PE What worked? - Confidence from concalls, nothing else!

🏛️ PNGS Reva | Violent 👉 Blockbuster Movement in last few days 🔥

🏛️ Rishabh Instruments | Setup Blasted 👉 Scrip was shared thrice - one near 430, near 526 and again near 682 👉 Solid upside towards 58 to 75% will come! 👉 Expect some downturns but should do well unless some big time blunder, fire in factory happens

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🏛️ Motilal Oswal | Decent Rally ✅ Scrip trying to cross 1000+ again 🔥 ✅ Bare min ROI 12-15% 🤓 ✅ For those who have allocated solid lost some gains, is really doing well today 🚨 Market loves you ❤️

🏗️ BALU FORGE INDUSTRIES – Defence Contract Update • Client: Indian Ammunition Player (Name Not Disclosed) • Contract: 155mm ERFB BB/BT Shells • Pilot Supply: 10,000 Units • Further Supply: Monthly supplies as mutually agreed • Status: Multi-month contract following successful execution • Type: Domestic Defence 🔥 Successful commercialisation of 155mm extended-range ammunition strengthens Balu Forge's position in India's defence manufacturing and indigenous ammunition ecosystem.

🏛️ Choice Insitutional Equities | Innova Captab 👉 Growth guidance: Management remains confident of sustaining ~20% growth over the next few years 👉 Jammu, biggest growth lever: FY26 revenue only ~₹300 Cr, at ~10–15% utilisation; full-utilisation revenue potential of ~₹2,000 cr 👉 Jammu profitability: Expected to become EBITDA-positive in FY27, providing significant operating leverage 👉 Margins: EBITDA growth expected to outpace revenue growth; PAT growth also expected to benefit from operating leverage 👉 CDMO model: Customer contracts typically 2 to 5 years, supported by recurring purchase orders. 👉 Pricing power: Cost-plus model allows API/raw-material cost increases to generally be passed through to customers. 👉 Jammu capabilities: Expanded into beta-lactams, penem products, dry powder injections and LVPs. 👉 Regulatory moat: MHRA, EU-GMP, WHO-GMP approvals support credibility 👉 Key investor angle: The combination of ~20% growth + low Jammu utilisation + EBITDA inflection + ₹2,000 cr Jammu potential

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🏛️ 360 One Post Conference Notes | Innova Captab 👉 Growth: Management guided 20%+ revenue growth; EBITDA/PAT expected to grow faster. 👉 Jammu plant: FY26 revenue ₹3 bn, Q4 exit run-rate ₹900 mn; currently only ~10% utilised → expected to turn EBITDA+ soon. 👉 CDMO: 350+ clients, with growth from Jammu ramp-up, new customers and higher wallet share 👉 Branded Generics: ~70% revenue from India, strong distribution through distributor–stockist–retailer network 👉 Sharon Bio: FY26 revenue ~₹2.4 bn, with above-company-average EBITDA margins. 👉 Expansion: ₹1.5–1.7 bn capex in FY27–28 for Baddi oral solids/liquids; potential revenue ₹4.5–5 bn at optimal utilisation. 👉 Peptides/Semaglutide: Internal R&D underway; management sees this as a “wave 2” opportunity, with positive initial R&D outcomes 👉 Margins: Ex-Jammu EBITDA margin estimated at ~18%+; operating leverage from Jammu is the key 👉 Raw materials: Higher prices due to geopolitics, but CDMO's cost-plus model allows pass-through.

💊 Innova Captab | Q1 FY27 Highlights 📍 CMP: ₹1,036 | M.Cap: ₹5,928 Cr | PE: 38.5 ✅ Year-over-Year Performance (Jun ’26 vs Jun ’25): • Sales: ₹471 Cr (vs ₹352 Cr) ⇡ 34% • EBITDA: ₹73.1 Cr (vs ₹52.1 Cr) ⇡ 40% • Net Profit: ₹44.1 Cr (vs ₹31.0 Cr) ⇡ 42% • EPS: ₹7.71 (vs ₹5.42) ⇡ 42% ✅ Sequential Performance (Jun ’26 vs Mar ’26): • Sales: ₹471 Cr (vs ₹448 Cr) ⇡ 5% • EBITDA: ₹73.1 Cr (vs ₹65.1 Cr) ⇡ 12% • Net Profit: ₹44.1 Cr (vs ₹38.1 Cr) ⇡ 16% • EPS: ₹7.71 (vs ₹6.65) ⇡ 16% 📌 Key Insights: Healthy Revenue Growth: Sales increased 34% YoY and 5% QoQ, indicating continued topline growth with positive sequential momentum. Strong EBITDA Growth: EBITDA grew 40% YoY and 12% QoQ, ahead of revenue growth. EBITDA margin improved to approximately 15.5%, compared with 14.8% in Q1 FY26 and 14.5% in Q4 FY26 Strong PAT Growth: Net profit increased 42% YoY and 16% QoQ, while EPS also grew 42% YoY and 16% QoQ, reflecting healthy earnings conversion. Premium Valuation: At 38.5x PE, the stock trades at a meaningful premium.

🏛️ Innova Captab | Technical Target LTP: 1036 My Personal Upside Target: ~4151+ Possible Downside: 690 to 721 💔 ⛱️ Disclaimer: This is my technical view, please do your due dilligence or consult your financial advisor ⛱️ Footnote: Getting idea is very easy, sticking with it in the longer haul requires research and conviction in case scrip goes down for any reason!

🏛️ Innova Captab | FY27 Concalls 👉 Jammu plant: ₹107 cr revenue + already EBITDA positive This is probably the single most interesting piece of information in the call. 👇 👉 Jammu generated: ₹107 cr revenue in Q1 vs ₹90 cr in the previous quarter Already ₹1 to 1.5 cr positive EBITDA 👉 Current annualized utilization: only ~25–30% Optimum asset turns expected to be >3x 🔥 👉 And here's the big number: - Jammu's optimum revenue potential is ~₹1,400 cr at only 65 to 70% utilization. - That's a potentially massive second growth engine relative to the company's current ₹470 Cr quarterly revenue! 🔥 👉 Management expects that by FY-end, product approvals from different markets may start coming through, after which the ramp-up should become much more visible. 👉 Management specifically said this process can take Jammu beyond ₹1,000 cr revenue as customer/product/country onboarding compounds. ✍️

🏛️ Innova Captab | Indepenedence Day Pick 2026 👉 FY26 Revenue: ₹1,630 Cr, +31% YoY Q4 Revenue: ₹447.8 Cr, +42% YoY. 👉 FY26 EBITDA: ₹250.3 Cr, +26%, with 15.4% margin. FY26 PAT: ₹140.9 Cr, +10%. PAT margin stood at 8.6%. 👉 CDMO: +24% in FY26; Branded Generics: an impressive +51%. Exports: already contribute 31% of FY26 revenue. 350+ CDMO customers, 4,200+ products, 60+ countries and 2.5 lakh+ Indian touchpoints. 🔥 👉 Operating cash flow improved sharply to ₹116.5 cr vs ₹63.8 cr in FY25. 👉 Debt/equity reduced to 0.31x from 0.95x in FY23, despite significant capacity expansion. 🔥