Arrow green tech- Q3 update. Disappointing top line 20%yoy drop (26 cr). EPS( Rs 4.68) remains intact. On course for full year EPS of Rs 20. Valn looks fair at CMP of 440. Grant of Patents for disposable packaging and security laminates are positives.

Watch out for Indian bright steel(BSE: 504731). It has been acquired by the owners of Azad coach builders.Apart from India, it has serious presence in Middle East and Africa. Capacity is 1500 busses per annum. It is available at a market cap of 12 cr. Absolute no-brainer.

Excellent numbers from Arrow Greentech (BSE: 516064). Consolidated top line at 151cr (36% growth) with eps at Rs 19.6( 2.3x growth). Consolidated margins at 27% versus standalone margins at 38%. Expecting Avery( pharma biz) and the UK subsidiary to up the game. Way to go!!

Avantel (532406) receives 110 cr order for supply of Satellite communication equipment. FY 24 turnover was 224cr. Entry into space and medical devices biz likely to play out from FY 26. Should be big growth drivers going forward.

evoto.in Voyzon aerospace. Yet another start up in flying taxi space.

Arrow Greentech: Q1 FY25 results. Super set of numbers from Arrow Greentech. Q1 revs of 66cr. Eps of rs 13 for q1. Fy 24 revs at 161 cr and eps was 19. Operating margins at 40.4% Need to see sustainability of these numbers for 1 more quarter. Disclaimer: invested at Rs 370

Aerpace making significant strides in its efforts to transform transportation. A step forward. Rajeev Desai

Avantel going for rights issue. Awaiting rights ratio. After all the splits and bonus issue; this might not be the smartest thing to do. Another company Edvenswa enterprises announced rights for Rs 60 when the stock price was close to Rs.100. Stock price now at Rs. 63. Subscribe?

Brilliant set of numbers from Arrow Greentech (BSE CODE: 516064). Revs up 123% and EPS up 268%. Looking forward to full year EPS of 50+ and Revs of 250 cr+. Hightech business sustains Q1 trend. Expect water soluble film seg. biz to chip in going forward. Rerating on the cards.

Aerpace Industries. Preferential issue at Rs 44.36 raising 32 cr. Memorandum.of association modified to manufacture non renewable energy equipment, drones and robotic systems for industrial automation and EV manufacturing.

#Thane: #Ghodbunder residents staged agitation Fri demanding safe, pothole free commute, stopping truck movement during day: highway is crucial inter state link but city motorists forced to use it, jostle for space wt trucks as planners failed to provide seperate corridor

Textile stocks in free fall. Most stocks trading at less than book value. With no trade deal with US in sight, further fall in prices cannot be ruled out. On the flip side, a great opportunity for medium term.

Selling volumes in microcaps have reduced significantly. Does it signal a bottoming out of the broader microcap space after nearly 15 months of fall interspersed with side ways moments. Do share your thoughts !!

BEL receives order worth Rs 6795 crores. This includes mountain radars for MoD,Avionics package for LCA, communication equipment and other strategic components and spares. As a preferred sub contractor, expect Avantel to receive some of these orders in near future.