FinWizz (finwizz.live)

Got Rank 4 this year amongst all top twitter analysts💥 Last year also got Rank 3😎 Greateful for this! 🪔A great and Happy Diwali to all of you🪔

#Apollo micro systems Rev up 72% YOY ⬆️ PAT up 53% YOY ⬆️ Krishna defence and allied Rev up 55% YOY ⬆️ PAT up 70% YOY ⬆️ #Viviana power tech Rev up 98% YOY ⬆️ PAT up 100% YOY ⬆️

#Viviana power tech Q2 FY27 Revenue up 98% YOY PAT up 100% YOY While bulk of yearly revenue will come from H2 The growth rate 100% is above the management projections of 70% PE as of today is 12.5, after FY27 results it will be 8.5 Socho ab kya kare😇😎

Precision engineering and aerospace ke naam pe Casting, forging, cnc machining ki companies ko 50-150 PE pe buy karne waale savdhan rahe Like i warned about solar sector esp solar epc in 2024, when euphoria was at peak, people were abusing me, now the sun is set there Yaha bi abi thoghless investing chal ri hai, The sun will set here soon I am studying many of the popular so called aerospace and precision engineering names, till now most of them don't have high value precision engineering Even companies making aerospace components have low complexity, low value, low margin, small TAM but valuations are running at speed of light It's not very easy to figure out an actual precision engineering or aerospace components maker which is undervlaued But, it's super easy to not invest in stupidity like a : > company buying CNC machines, setting up in a factory and calling in precision egnineering > company doing some aluminium casting, making door handles, some small steel frames for passanger seats and calling it aerospace components > Some companies are making parts on order without owning raw material supply chain, without owning and tech, any IP, just making stuff on orders, close to zero moat, still people are loading them

Krishna defence and allied Q2FY27 Rev +55% YOY PAT +70% YOY Future revenue growth 30%+ for next 3-5 years With a PE of 35, entering into multiple new products in > aerospace components with AS9100D Certification > new shuipbuilding special metals > commercial shipbuilding in addition to naval > welding consumables (underwater) > Autonomous underwater vehicle > underwater robotics > Naval ammunation > Tank armours > RF receiver and naval comunication systems > Ship composite doors and hatchets Great management, delivering consistently The revenue, pat, stock price all can compound at 30% for 5 years Now do the maths😎 #KRISHNADEF is one of the under discussed and under owned hidden shipbuilding compounder

If you want stocks to study, which can have a good future, I won't give you new ones I will again suggest the same old ghise pite names Krishna defence : if defence is bullish for years, shipbuilding will be structurally bullish for decades, Shipbuilding is like making trains for the sea, and India is doing it seriously for first time ever. Rappid valves : Again major shipbuilding beneficiary, with diversification in other industries also. Can be a chota packet, bada dhamaka. Or Chota packet, chota dhamaka, time will tell Go study and have fun! #Rappid #Krishnadef Note: No buy/sell. Take you call as per your understanding

#Apollo micro systems Q2 FY27 ✅ Highest ever REVENUE ✅ Highest ever EBITDA ✅ Highest ever PBT ✅ Highest ever PAT ✅ Highest ever EBITDA MARGIN ✅ Highest ever ORDER BOOK Kaise kar lete ho ye sab😎 They have 1765cr order book even after executing the highest revenue And those 3000-8000cr of anticipated orders haven't arrived yet, wow💥 Have been lucky on finding this one early, grateful🙏

#Apollo micro systems Standalone Rev up 36% YOY PAT up 45% YOY Consolidated (incl IDL) Rev up 72% YOY PAT up 53% YOY Because IDL is adding lot of revenue and not much profit Overall a great show, one of the best defence company for next 3 years atleast Note: No buy/sell reco

How much is your portfolio down in this week (Mon-Fri)

It's that time of the year again, when i have to bring out Bull from my cupboard🤩 Like this bull, if you believe Indian markets will make you wealthy🤑

Just looked at my historical returns, to feel motivated Last 6 years XIRR 70.6% Long term investing works well, if you think long term

How's your portfolio doing in October?

Which of the following defence SME stocks you think have highest potential? #Apsisaero #Millworks #Merritronix #Highness

#Rappid valves Chup chup ke closed at new 52 week high Next target All time high Very low noise on twitter Hope for the best😇

A very strong gush of liquidity and bullishness is coming to Indian market soon All negatives like > AI FII outflow > Lack of AI plays in > Low growth, high valuations in 2024 > Indian IT will die > Trade deal stagnation > Oil shock all are gone or discounted already Valutions are decent, growth is coming, Indian IT zinda hai, Defence is growing, Oil shock is managed decently If anyone tells you ye kharab hai, who kharab hai Ignore karo, aage bado, paise aane waala hai

#Viviana power tech Investors are upset as if fundraise was only thing they needed to like the company Fundraise or loans or debt issues or any other issues, that's upto the management to raise funds One should see if they are executing projects or not Apollo also cancelled a fundraise in 2024 if i remember, everyone was saying this and that, ab to khatam, bas gaya It gave me a great dip and few months to buy, I loaded most Apollo micro after the cancelling of fundraise and now chilling I am not saying buy Viviana now, I am saying sit in the shoes of promoter and see how business is done It takes a lot of efforts and these things happens So, look at the things that matters Don't act like emotional investors, ye ho gaya, muje acha ni laga Business, technology, execution, promoter quality pe dhyan do

Got dividend for #Apollo micro and #Viviana power Although a small amount, but biggest dividend of my investing journey In few years, dividend should cover significant part of my expenses, that would be a bigger win

#Rappid valves Shareholding chnages for last 1 year Sep 25 Mar 26 Sep 26 Promoter 51.64% 51.69%⬆️ 51.73%⬆️ DII 8.66% 9.73% ⬆️ 11.16%⬆️ Public 39.71% 38.58%🔻 37.11%🔻

Let me highlight the mindset of Indians who criticize India but love US USA has far more corruption on the higher order business, huge govt lobbying in healthcare, food, education, finance, defence Any Indian smells corruption there? No Trump's net worth is growing for past 2 years, since he became president 2021: $2.5 billion 2022: $3.2 billion 2023: $2.6 billion 2024: $3.9 billion 2025 (September): $7.3 billion Any protest in US to Uproot Trump - no Any corruption charge against him - no Sab changa si Why? Imagine if same happened with Indian prime minister, Indian prime minister networth grown from 8000cr to 25000cr ? it would have been the biggest scam, riots, uproot the govt, right In US Few people control healthcare, few control defence, few companies control food Look at their inaccesible healthcare, corporate control over food access yaha sab adani, ambani ko koste rehte hain, because they have some leverage due to capital, their big size. That is true in capitalism. Adani will get cheaper loans than you, he will be able to qualify in projects where small firms can't. that's capitalism No, but we don't like it. Because western media taugh us that. Hate Indian conglomerates and ignore US billionaires when same people go to US they love elon musk, walmart, amazon - because those are american monopolies. Do Elon has leverage - yes? Anyone having problem with that - no Brown sepoys have low self-confidence