Aimtron - Talk Less, Do More that kind of managment, Thanks for the notes. Note- invested from day 1. #Invested #Aimtron

गिरते हैं शहसवार ही मैदान-ए-जंग में, वो तिफ़्ल क्या गिरे जो घुटनों के बल चले..

Back in 2023, When market was giving 22 PE to neuland labs at 3300 cr mcap. Now at 22000 cr with higher multiples with such solid numbers. Patience yoga & Deep Research is the key for such reratings in PE multiples. #NeulandLabs

No Position is also a Position. Vijay Kedia #Investing

Aimtron has been executing what they have guided so far and in fact even delivery slightly better. Execution triggers to track : new age plant , foray in Aerospace & Defence and any sizeable M&A for competencies/scale and market access.

India's PCB Marker is experiencing significant growth & demand.

No Headwinds can stop Viviana & Rajesh Power to give very solid results in FY26, We will revisit in May 2026. Darr ke agge jeet hai. #Invested #Biased

As On 10th November - Jefferies & Me are the only one who are bullish on Power Theme ( Transmission & Distribution, Instruments, Smart Grid, Transformers, Etc)

Dear Government of India PMO India, AQI has reached 1000+, I miss breathing. Please learn something from china and implement it in India. #IMissBreathing #AirPollution

Smart Grid is the different theme in itself. #Invested #Biased #DYDD #NoRecommendation

Viviana Power- Very Bad numbers, Game over 🫢

Sometimes it's easy to lose faith in people. And sometimes one act of kindness is all it takes to give you hope again. It’s understandable to feel disheartened by negativity or setbacks, especially in a world that often seems full of challenges. Yet, even one sincere act of

The rich don’t want to see more rich people, because exclusivity is their currency. The poor don’t want to see more poor people, because suffering shared doesn’t ease the burden.

Sugs Lloyd- Good Set of Numbers. H2 will be the best time to evaluate it, Perfect candidate for rerating. H1 FY26 vs H1 FY25 Revenue 123.03 Cr vs 63.36 Cr (+94.17% YoY) PAT 11.83 Cr vs 6.74 Cr (+75.52% YoY) #sugslloyd #dydd

RAJESH POWER - An Absolute Decent Set , Consistency in showing good growth which is perfect example of good management 👏. H2 would be very solid with current huge orderbook as per my calculations. ▪️Revenue 674 Cr vs 313 Cr (+115% YoY) ▪️EBITDA 84 Cr vs 37 Cr (+126% YoY) ▪️PAT

Viviana Power- Intends to participate in Tariff based competitive bidding for Power T&D, Renewable Projects including BESS & Hybrid Systems. Transformers- Started contributing in Q2. #VivianaPower #Invested

Rajesh Power- secured order inflows exceeding ₹2275+ Cr in H1FY26 and are now eyeing tenders worth approximately ₹5,000 + Cr. Sectorial Tailwinds- Govt to spend huge capex of 9.1 Trillion rs by 2032. #RajeshPower

Feedback from ground is what matters the most & data is also indicating the tailwinds in power sector. Govt has to Ramps Up Transmission Infra Construction to Meet India’s Growing Green Energy Demand. India currently has an overall power transmission network of 495,405 ckm and

Airfloa- Good set of numbers, would like to watch H2 numbers as ordef inflow is good. #Invested

Airfloa Rail Tech- Rail sector continues to open up. Ordebook- 455 cr , Got orders from Amrut Bharat & LHB Coach Program. #airfloa