#SahasrarPMS performance FY24 = 44% FY25 = 43% FY26 = 14% More than wealth compounding, I’m excited about Knowledge compounding that happened in last 3 yrs. We built tremendous knowledge at Sahasrar capital. Worked on more than 500 companies and multiple sectors. In addition to pharma and chemicals, we are building our expertise in Deep Tech (Saurabh), Defense (Jatin) and Advanced Materials and Manufacturing (Akash). Guys are doing extraordinary work. 5 yrs down the line, we want to be the best in each of these sectors.

#EMudhra TLS incident is a wake-up call for Internet security. Weak CA private keys can put communication at risk. What if we could eliminate key exchange altogether? Pantherun’s Stealth AES removes the need for key exchange, addressing a critical attack surface in data encryption. It’s time to rethink how we secure data in transit. #Pantherun #CyberSecurity #TLS #Encryption #CyberAttack

#AxisCades Incorporates wholly owned Indian arm Xponential Space to manufacture and operate satellites, payloads and allied space systems Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#RaghavProductivity bumper results YoY - sales 46% up, PAT grew 56% Capacity ramp up and new product launches will drive the future growth. Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#Axiscades acquire ITSJ solution for $7 Mn Every advanced AI chip is made on equipment from a handful of toolmakers, and every AI rack has to be powered and cooled. ITSJ already sits in both supply chains. Founded in 2023, it has in under three years become a qualified supplier of sub-assemblies for semiconductor capital equipment and of data centre cooling and infrastructure systems. Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#Sahasrar ranks 1st in 500 cr plus AUM category across 1M, 3M, 6M, 1Y, 2Y and 3Y period. This is despite not chasing Solar theme or CapGoods theme or Gold. We are doing what we are best at – finding extraordinary businesses with extraordinary managements and hold it for extraordinary long times. We focus on growth - Growth, which is explosive, exponential and yet sustainable.

Don’t buy because valuation is cheap. It can get cheaper. Buy only if you are excited about the business you are buying

#SahasrarInsight Defence - linkedin.com/pulse/defence-d… Adv Materials - linkedin.com/pulse/superioni… Cybertech - linkedin.com/pulse/cybertech…

#Kody - India’s only listed consumer Robotics company Bringing Al-powered shopping experience LuLu has introduced the UAE's first in-store robotic media network across its stores in collaboration with Kody International. Powered by Al, the robotic personal shopping assistants are designed to engage and assist shoppers while creating an innovative platform for brands to connect with consumers and deliver their messages more effectively. Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#Axiscades business transformation has 4 stages 1. Selling non core (services) business 2. ⁠Build Defense and Satellite vertical through large JVs 3. ⁠Build Aerospace and Electronics vertical through acquisitions 4. ⁠Create large infrastructure to support growth all four verticals Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#AzadEngineering inaugurated two Exclusive Lean Manufacturing Facilities for GE Vernova, expanding its footprint to three dedicated facilities for the global energy giant.

#Afcomholdings AGM KTA Afcom is transitioning from a regional cargo operator into an integrated cargo corridor player, with the core thesis being regional cargo aggregation through 737s + long-haul movement through a 777, anchored around Chennai. - Afcom handled 24,353 tonnes of cargo through 1,923 flights in FY26, with a healthy average yield of $2.54/kg versus $1.58/kg cost. Chennai continues to be the key hub, benefiting from strong international cargo growth. 1. White Space: Afcom aims to build a Japan/Korea–India–Africa cargo corridor, using Chennai as the consolidation hub and Dubai as the gateway to Africa, leveraging India’s geographic and cost advantages. 2. Competitive Advantage: The strategy is supported by Designated Indian Carrier status, existing regional network, TTK/GSSA and global freight-forwarder relationships, airline partnerships and ~₹479 Cr capital raised since listing. 3. Two-Engine Growth Model: Afcom plans to scale its 737-800 fleet to five aircraft for regional cargo collection and introduce a 777 freighter for long-haul Japan/Korea–India–Africa routes. Essentially, 737s feed the network while the 777 moves consolidated cargo at scale. 4. Fleet Economics: The 737s provide high-frequency regional connectivity, while the proposed 777—with ~103-tonne payload and ~9,070 km range—could enable direct long-haul cargo operations and significantly expand Afcom’s addressable market. 5. Network Advantage: Existing relationships with major freight forwarders and international airlines provide Afcom with an ecosystem to source cargo and extend its reach beyond its own fleet. 6. Risk & Capital Discipline: With ~₹479 Cr raised, Afcom has funding capacity for expansion, while management is focusing on fuel prices, currency exposure, charter demand and customer concentration to protect the economics of the expansion. Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#Sedemac big boys entered

#RNIT’s entry into large-scale deployment of Generative AI solutions in the govt sector through NIA and demonstrates the Company’s ability to deliver Conversational AI at population scale Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#Lauruslab will be remembered as the most agile and aggressive business transformation in the history of corporate India Agile because it took just 5 years to transform from largest ARV to CDMO play and mind you CDMO is the most difficult business to build Aggressive because it did this by putting large capex without having any certain visibility of business and that too with borrowed capital Salute to Dr Chhava and his team. Truly extraordinary.

#QPiAi founder Dr Nagendra presenting to heads of state at the BRICS summit

#RaghavProductivity DeepTech in Material Science Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#SahasrarInsight Monthly elaborates on #Robotics in three parts Part 1 - Robotics: One Discipline, Multiple use cases Part 2 - Robotics: The engineering of actuation Part 3 - Robotics: Compute and software Enjoy the wealth of wisdom linkedin.com/pulse/robotics-… linkedin.com/pulse/robotics-… linkedin.com/pulse/robotics-…

#Axiscades 🤝 U-Space x AXISCADES Major news live from the Bengaluru Space Expo (BSX) 2026 U-Space and AXISCADES Technologies have officially signed a major commercial cooperation agreement to jointly explore the Indian microsatellite market and address growing local needs. 🛰️ Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested.

#Axiscades AR It’s like talking to you, explaining each and every bit of transformation journey. The core thesis for transformation, the stages and the big picture of future It’s a reading treat for investors. Don’t miss Disc. Sahasrar capital private limited, PMS - SEBI REGN No INP000007386. We are invested. nsearchives.nseindia.com/ann…