Fundamental Analysis (Long term)
رفتن به کانال در Telegram
https://t.me/+Rn8RmYm0XMZTagXs I'm not a SEBI registered advisor,the information provided by me is for educational purposes only.You are responsible for all investment decisions,plz note that I dont provide any tips/stock suggestion.
نمایش بیشتر📈 تحلیل کانال تلگرام Fundamental Analysis (Long term)
کانال Fundamental Analysis (Long term) (@fundamental3) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 45 283 مشترک است و جایگاه 2 544 را در دسته اقتصاد و امور مالی و رتبه 8 404 را در منطقه الهند دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 45 283 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 29 ژوئیه, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -76 و در ۲۴ ساعت گذشته برابر 0 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 7.43% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 5.02% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 3 366 بازدید دریافت میکند. در اولین روز معمولاً 2 275 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 5 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند margin, revenue, capacity, expansion, fy27 تمرکز دارد.
📝 توضیح و سیاست محتوایی
نویسنده این فضا را محل بیان دیدگاههای شخصی توصیف میکند:
“https://t.me/+Rn8RmYm0XMZTagXs
I'm not a SEBI registered advisor,the information provided by me is for educational purposes only.You are responsible for all investment decisions,plz note that I dont provide any tips/stock suggestion.”
به لطف بهروزرسانیهای پرتکرار (آخرین داده در تاریخ 30 ژوئیه, 2026)، کانال همواره بهروز و دارای دسترسی بالاست. تحلیلها نشان میدهد مخاطبان بهطور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته اقتصاد و امور مالی تبدیل کردهاند.
45 283
مشترکین
اطلاعاتی وجود ندارد24 ساعت
-377 روز
-7630 روز
در حال بارگیری داده...
کانالهای مشابه
ابر برچسبها
اشارات ورودی و خروجی
---
---
---
---
---
---
جذب مشترکین
ژوئیه '26
ژوئیه '26
+145
در 13 کانالها
ژوئن '26
+114
در 13 کانالها
Get PRO
مه '26
+122
در 10 کانالها
Get PRO
آوریل '26
+89
در 11 کانالها
Get PRO
مارس '26
+62
در 12 کانالها
Get PRO
فوریه '26
+131
در 10 کانالها
Get PRO
ژانویه '26
+227
در 7 کانالها
Get PRO
دسامبر '25
+245
در 12 کانالها
Get PRO
نوامبر '25
+134
در 12 کانالها
Get PRO
اکتبر '25
+241
در 7 کانالها
Get PRO
سپتامبر '25
+177
در 9 کانالها
Get PRO
اوت '25
+105
در 16 کانالها
Get PRO
ژوئیه '25
+71
در 9 کانالها
Get PRO
ژوئن '25
+156
در 8 کانالها
Get PRO
مه '25
+183
در 10 کانالها
Get PRO
آوریل '25
+173
در 9 کانالها
Get PRO
مارس '25
+315
در 10 کانالها
Get PRO
فوریه '25
+124
در 7 کانالها
Get PRO
ژانویه '25
+277
در 7 کانالها
Get PRO
دسامبر '24
+459
در 12 کانالها
Get PRO
نوامبر '24
+226
در 10 کانالها
Get PRO
اکتبر '24
+569
در 10 کانالها
Get PRO
سپتامبر '24
+1 501
در 13 کانالها
Get PRO
اوت '24
+1 665
در 12 کانالها
Get PRO
ژوئیه '24
+765
در 8 کانالها
Get PRO
ژوئن '24
+914
در 5 کانالها
Get PRO
مه '24
+644
در 5 کانالها
Get PRO
آوریل '24
+615
در 6 کانالها
Get PRO
مارس '24
+614
در 6 کانالها
Get PRO
فوریه '24
+940
در 6 کانالها
Get PRO
ژانویه '24
+1 196
در 7 کانالها
Get PRO
دسامبر '23
+1 438
در 8 کانالها
Get PRO
نوامبر '23
+825
در 6 کانالها
Get PRO
اکتبر '23
+578
در 6 کانالها
Get PRO
سپتامبر '23
+779
در 0 کانالها
Get PRO
اوت '23
+554
در 0 کانالها
Get PRO
ژوئیه '23
+579
در 0 کانالها
Get PRO
ژوئن '23
+418
در 0 کانالها
Get PRO
مه '23
+159
در 0 کانالها
Get PRO
آوریل '23
+178
در 0 کانالها
Get PRO
مارس '23
+181
در 0 کانالها
Get PRO
فوریه '23
+551
در 0 کانالها
Get PRO
ژانویه '23
+219
در 0 کانالها
Get PRO
دسامبر '22
+601
در 0 کانالها
Get PRO
نوامبر '22
+399
در 0 کانالها
Get PRO
اکتبر '22
+517
در 0 کانالها
Get PRO
سپتامبر '22
+258
در 0 کانالها
Get PRO
اوت '22
+469
در 0 کانالها
Get PRO
ژوئیه '22
+386
در 0 کانالها
Get PRO
ژوئن '22
+271
در 0 کانالها
Get PRO
مه '22
+356
در 0 کانالها
Get PRO
آوریل '22
+650
در 0 کانالها
Get PRO
مارس '22
+674
در 0 کانالها
Get PRO
فوریه '22
+804
در 0 کانالها
Get PRO
ژانویه '22
+1 420
در 0 کانالها
Get PRO
دسامبر '21
+628
در 0 کانالها
Get PRO
نوامبر '21
+851
در 0 کانالها
Get PRO
اکتبر '21
+1 525
در 0 کانالها
Get PRO
سپتامبر '21
+1 023
در 0 کانالها
Get PRO
اوت '21
+1 487
در 0 کانالها
Get PRO
ژوئیه '21
+1 997
در 0 کانالها
Get PRO
ژوئن '21
+2 164
در 0 کانالها
Get PRO
مه '21
+2 291
در 0 کانالها
Get PRO
آوریل '21
+1 504
در 0 کانالها
Get PRO
مارس '21
+1 330
در 0 کانالها
Get PRO
فوریه '21
+1 277
در 0 کانالها
Get PRO
ژانویه '21
+2 180
در 0 کانالها
Get PRO
دسامبر '20
+17 817
در 0 کانالها
| تاریخ | رشد مشترکین | اشارات | کانالها | |
| 30 ژوئیه | 0 | |||
| 29 ژوئیه | +2 | |||
| 28 ژوئیه | 0 | |||
| 27 ژوئیه | +4 | |||
| 26 ژوئیه | 0 | |||
| 25 ژوئیه | +2 | |||
| 24 ژوئیه | +9 | |||
| 23 ژوئیه | +2 | |||
| 22 ژوئیه | 0 | |||
| 21 ژوئیه | 0 | |||
| 20 ژوئیه | 0 | |||
| 19 ژوئیه | 0 | |||
| 18 ژوئیه | +1 | |||
| 17 ژوئیه | +3 | |||
| 16 ژوئیه | +4 | |||
| 15 ژوئیه | 0 | |||
| 14 ژوئیه | +28 | |||
| 13 ژوئیه | +6 | |||
| 12 ژوئیه | +15 | |||
| 11 ژوئیه | +2 | |||
| 10 ژوئیه | +3 | |||
| 09 ژوئیه | +40 | |||
| 08 ژوئیه | 0 | |||
| 07 ژوئیه | 0 | |||
| 06 ژوئیه | 0 | |||
| 05 ژوئیه | +13 | |||
| 04 ژوئیه | +2 | |||
| 03 ژوئیه | 0 | |||
| 02 ژوئیه | +3 | |||
| 01 ژوئیه | +6 |
پستهای کانال
India’s Precision machining + Auto Parts strengths lie in its lower labor and land costs; China remains most competitive despite rising wages; other developed markets lead on manufacturing infrastructure and IP protection
| 2 | MTAR Technologies Update
FY27 Growth Outlook
- Reiterated 80% revenue growth guidance.
- EBITDA margin guided at 24% ±100 bps.
- Expanding Aerospace & Defence presence.
- Entering data centre infrastructure.
- Focus on critical technology indigenisation.
Growth Impact
- Broadens product portfolio.
- Deepens existing customer business.
- Adds new global customers. | 649 |
| 3 |  بدون متن... | 482 |
| 4 | TTK Prestige says
Confident after a strong Q1, with demand remaining healthy.
FY27 Guidance: Revenue +15–20% with margins stable at these levels
✅ Shift from unbranded to branded cookware
✅ Faster replacement cycles, supporting steady demand | 2 408 |
| 5 | Capri Global says
Gold Loan Business
🪙 Delinquencies remain under control
🪙 LTV at 71%.
🪙 Per-branch AUM at ₹19 cr
Guidance: Maintain NIMs, ROA at 4.5% & ROE around 20%–21% range | 2 416 |
| 6 | PUNITA KUMAR SINHA
PACIFIC PARADIGM ADVISORS
The Hype Around Al Is Settling Into A Reality Check
China Developing Al Models At Much Lower Costs Vs US
See Foreign Investors' Investments Coming Back Into India
Financials Posting Good Results, NBFCs Strong Compounders
Have A Positive Outlook On Diagnostic & Healthcare Names
Reversal Of Al Trade Will Get FII Flows Back To India
Biggest Risk For Flls To Invest In India Is The Currency
India Is Looking Attractive In The Emerging Market Theme | 2 698 |
| 7 | CHOLA FINANCE - CONF CALL
Management guided a minimum 3.5% pre-tax ROA for FY27 with potential for improvement.
Asset quality showed only mild seasonal deterioration (Stage 2 improved 33 bps YoY, Stage 3 up 13 bps YoY, net delinquency improved 20 bps YoY); management remains confident of continued improvement through FY27, citing strong July trends and no visible stress from macro risks (weak monsoon, geopolitical tensions) as of now.
Disbursement recognition methodology was changed (from cheque handover to cheque clearance/bank debit date) starting this quarter, temporarily lowering reported disbursement growth in LAP, home loans and used vehicles (like-for-like growth still ~20%+); management expects this alignment effect to normalize from Q2 FY27 onward
More than 500 Concalls Highlights
@Concalls3 | 2 400 |
| 8 | Happiest Minds Tech: Guidance - - Concall Update
• Management continues to focus on achieving its FY27 revenue guidance of 12.5% growth, supported by a strong start to the fiscal year.
• This FY27 guidance implies a strong compounded quarterly growth rate (CQGR) of around 5% for the remaining three quarters, requiring conversion of pipeline deals.
• The FY27 guidance does not include any potential acquisitions but accounts for deals already secured.
• Achieving the guidance relies on converting mid- to large-size deals in the pipeline, with some expected to start generating revenue in Q3 and Q4.
• The aspiration for 15% growth in FY28 remains unchanged, with the FY27 performance intended to set a strong platform for this future growth.
More than 500 Concalls Highlights
@Concalls3 | 2 117 |
| 9 | Tilaknagar Industries: Guidance - - Concall Update
• For FY '27, the combined business is expected to achieve high-single-digit to low-double-digit volume growth, with an upgrade to mid-teens annual volume growth for the next couple of years from FY '28 onwards due to new launches. Revenues are projected to grow at least 300 basis points higher than volume growth.
• Consolidated EBITDA margins are targeted to reach 16% to 18% by FY '29 with an upward bias, improving from the 15.5% base set in Q4 FY '26 for FY '27. This will be driven by optimizing packaging, processes, and supply chain, leading to operating leverage and economies of scale.
• The company aims to reduce net debt to approximately INR1,700 crores by March '27 from INR2,100 crores in Q1 FY '27, targeting a net debt-to-EBITDA ratio below 1x by March '29 through efficient capital deployment and disciplined debt management.
• A price increase is expected in Telangana in Q2, which could provide an incremental margin impact of 150 to 200 basis points on an annualized basis.
• Strategic priorities include generating demand for brands to deliver double-digit volume growth, expanding the luxury and premium portfolio leveraging the pan-India distribution strength of Imperial Blue and Mansion House, and increasing trade and consumer engagements for Imperial Blue. | 1 924 |
| 10 |  𝗦𝗵𝗮𝗱𝗼𝘄𝗳𝗮𝘅 | 𝗧𝗵𝗲 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗜𝘀 𝗕𝘂𝗶𝗹𝘁. 𝗡𝗼𝘄 𝗜𝘁 𝗛𝗮𝘀 𝘁𝗼 𝗪𝗼𝗿𝗸 𝗛𝗮𝗿𝗱𝗲𝗿.
Shadowfax is trying to put 𝗺𝗼𝗿𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗻𝗲𝘁𝘄𝗼𝗿𝗸. That's where the economics get interesting.
▪️ 𝗢𝗻𝗲 𝗻𝗲𝘁𝘄𝗼𝗿𝗸, 𝗺𝗼𝗿𝗲 𝘂𝘀𝗲 𝗰𝗮𝘀𝗲𝘀. D2C, SMEs, large shipments, vertical quick commerce and critical logistics can ride on the same backbone. The infrastructure changes little; 𝘄𝗵𝗮𝘁 𝗶𝘁 𝗲𝗮𝗿𝗻𝘀 𝗰𝗮𝗻 𝗰𝗵𝗮𝗻𝗴𝗲 𝗮 𝗹𝗼𝘁.
▪️ 𝗠𝗶𝘅 𝗰𝗮𝗻 𝗼𝘂𝘁𝗴𝗿𝗼𝘄 𝘃𝗼𝗹𝘂𝗺𝗲. D2C grew 𝟮.𝟱× in FY26 and earns 𝟭𝟱-𝟮𝟬% better pricing than enterprise shipments. A richer mix can therefore push earnings faster than parcel growth.
▪️ 𝟭𝟱 → 𝟭𝟬𝟬 𝗱𝗮𝗿𝗸 𝘀𝘁𝗼𝗿𝗲𝘀 matters because of what happened before the expansion: nearly two years of validation. Management tested first, then committed to scale. That is a much better signal than aggressive expansion before proving the economics.
▪️ 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗶𝘀 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗮𝗵𝗲𝗮𝗱 𝗼𝗳 𝗱𝗲𝗺𝗮𝗻𝗱. Logistics real estate expanded 𝟯𝟱% in six months, coverage reached 𝟭𝟱,𝟲𝟬𝟬 pin codes, with 120-150 added monthly. Costs come first; the payoff comes only if utilisation catches up.
▪️ 𝗔𝗜 𝗶𝘀 𝗮𝗻 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗹𝗲𝘃𝗲𝗿. Better routing, rider allocation and warehouse operations matter because small efficiency gains get multiplied across a large network.
▪️ 𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿 𝗜'𝗱 𝘄𝗮𝘁𝗰𝗵 𝗶𝘀 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗽𝗲𝗿 𝗻𝗲𝘁𝘄𝗼𝗿𝗸. If more higher-value business flows through the same warehouses, riders and routes, earnings can scale faster than the physical network itself. | 2 364 |
| 11 |  بدون متن... | 2 279 |
| 12 | RadicoKhaitan Raises Guidance:
🟢Upgrades P&A volume growth guidance to over 25% for FY27
🟢Upgrades P&A volume growth guidance to over 25% from 20%
🟢Expect to deliver margin of around 20% for FY27 | 3 095 |
| 13 |  AURUM estimates a 23X demand supply gap for co-living and family rental properties by CY30 - Organized supply of 9lakh rental units against demand of 2 crore units. | 4 455 |
| 14 | Gravita India down 8% on dissappointing Q1 results
15-20% of our supply chain sourcing was through gulf, which was disrupted in Q1 , the reason behind the volume decline and utilization decline
Lower lead tonnage (43,897 MT vs 48,889 MT in Q4FY26)
EBITDA margin - declined to 9.80% in Q1FY27 from 10.74% in Q1FY26
PAT margin - declined to 7.21% in Q1FY27 from 8.97% in Q1FY26
Diversification into copper, aluminium, plastic, rubber and lithium.
Entry into copper came via the RMIL acquisition, 99.44% stake for ₹561.84 Cr, adding 31,200 MTPA capacity in Sarigam, Gujarat.
Capex plan through FY29E - existing verticals: ₹107 Cr (FY25), ₹200 Cr (FY26), ₹250 Cr (FY27E), ₹375 Cr (FY28E), ₹190 Cr (FY29E).
Vision 2030 remains intact | 2 976 |
| 15 | Q1 FY27 notes for companies that posted blockbuster results:
Sterlite Tech
R R Kabel
Ujjivan SFB
Ramkrishna Forgings
Sterlite Tech:
- PAT at 197cr. 3.5x FY26 full year
- revenue 87% y/y. margin at 20.8%, guidance at 23%
- order book at record 18618cr, Q1 wins of 13100cr
- 1.1bn multi year hyperscaler deal secured thru FY2029
- data center segment at 21% of sales, targeting 50% this year
- connectivity attach rate at 16% targeting 25% by Q4
- QIP raised 1500cr and net debt free
- capex at 500cr pa. for 3 years for de bottlenecking
- India DC capacity to grow 7x to 10GW by 2031
- my estimates are around 1000cr PAT this year.
Ramkrishna Forgings:
- revenue up 20% y/y, PAT 172% y/y
- rail wheel JV is big trigger, 80000 wheels confirmed from Railways plus 25000 from JV partner
- FY29 revenue target of 8000cr at 22-25% CAGR
- asset turn target of 2.5x on 3700cr net block equals 9000cr revenue at peak
- major capex is behind, FY27 capex only 350cr
- debt reduction of 400-500cr taking net debt from 1900cr to 1500cr
- exports targeting 35% of sales which will highest ever
- PV segment order book at 50/50 between EV and IC
- can do 900cr+ PAT by FY29
Ujjivan SFB:
- PAT at 317cr. ROA of 2.2% and ROE of 18.2%
- borrower base growing again after 7q of degrowth
- 1.72 lakh new customers added in Q1
- ROA guidance raised to 1.8-2%, credit cost guidance cut to 0.9-1% from higher
- gold loan book at 1020cr up 249% y/y
- secured book at 50% of gross loan book for first time
- 2000cr equity raise planned for H2 FY27
- CASA target at 29-30% for FY27 and 35% by FY30
- MFI slippages down to 1.72% annualized from 2.68%
- can do around 2000cr+ PAT by FY29 at 2.4% ROA
RR Kabel:
- highest ever qtr revenue and pat
- W&C volumes grew 17% y/y
- volume guidance at 18% in W&C and 25% in FMEG
- 1200cr capex for FY26-28 with 80% in cable, 650cr to be deployed in FY27
- scaling from LV to HV cables up to 220KV by FY28
- wires utilization at 65-70% and cables at 90%
- 2-3% market share shifting from unorganized to organized annually
- new wire capacity will be added this q
- cable capacities will be added later this year
- can do around 1400cr PAT by FY29 (my estimates) | 2 664 |
| 16 | Avenue Supermarts (DMart) | Investor Call Highlights
Store Expansion
- FY27 store growth 15%.
- FY26 expansion was 20%.
- Land acquisition remains bottleneck.
- Lease model can accelerate growth.
- Expansion target remains achievable.
Business Performance
- Metro SSSG at mid-single digits.
- Competition and store maturity impact.
- Tier 1/2 productivity initially lower.
- Majority products competitively priced.
Customer Value
- Average order value ₹1,600.
- Customers save 10%+ on average.
- Focus remains on value retailing.
Competition
- Q-commerce concentrated in metros.
- Long-term impact seen as limited.
- Competition tracked continuously.
- Best-value positioning maintained.
Margins
- Gross margin guided around 14%.
- Efficiency gains offset competition.
- Sourcing benefits passed to customers.
Management Commentary
- Capital not a constraint.
- Manpower not a constraint.
- Operational efficiencies improving.
- Long-term growth outlook remains intact.
Impact
- Neutral.
- Slower store expansion.
- Value proposition remains strong.
- Margin discipline continues.
- Q-commerce impact manageable.
Key Takeaway
- Avenue Supermarts expects slower store additions in FY27 due to execution constraints, but remains confident in maintaining its value-led retail model, stable margins, and long-term growth despite rising q-commerce competition. | 2 196 |
| 17 | Tilaknagar
🥃 EBITDA aspiration
FY27 EBITDA = ₹650–680 cr
FY29 =₹1,000 cr
🥃 Deleveraging
Decline to ~₹1,700 cr by FY27-end vs ~₹2,100 cr as of June 2026
Telangana update Pushing for a price hike, ₹560 cr of receivables pending | 2 376 |
| 18 | Fabtech Technologies: FY27 Growth Outlook
• The company expects 20–25% YoY organic growth in FY27.
• Management expects Q2 to remain steady, with stronger execution in H2 FY27.
• The company expects opportunities in Africa to further strengthen its business pipeline.
• Order book: Over ₹900 crore.
• Market Capitalisation: Approximately ₹600 crore. | 3 936 |
| 19 | A short note on Precision Engineering in India and why is different vs normal manufacturing/engineering businesses?
-Precision Manufacturing is concerned with manufacturing and assembling items with exceptionally low tolerance and are required to perform consistently over longer repeat cycles.
-Accuracy and margin of error are crucial for engineering and production. Any deviation in dimensions can lead to loss of performance or even catastrophic failure of the system.
-Precision manufacturing entails producing and assembling components with micron- level tolerances and high repeat-cycle reliability, typically involving long qualification cycles and significant upfront investment in tooling, and process capabilities.
-Unlike conventional engineering, precision manufacturing is a capital-intensive, long-cycle business, characterised by dependence on a few OEMs and lumpy revenue profiles.
-While Indian players have delivered strong growth in recent years, most remain sub-scale, typically with revenues below 1000 crores and PAT under Rs.150 crores. Scaling beyond this level requires continuous reinvestment in capacity, certifications, and customer-dedicated lines, largely funded so far through external capital.
-The shift in Indian Precision engineering industry is evident given the imports of CNC machines in India is growing at CAGR of 17% CAGR since Post covid.
-Aggregate revenues of Indian aerospace assemblers and component manufacturers have grown at a 20%+ CAGR over the last three years; despite this, India still accounts for <1% of global commercial aerospace exports, underscoring a long runway for growth.
-Incrementally, Boeing and Airbus are targeting to double India sourcing over the next five years, while engine OEMs are accelerating JVs, deeper localisation, and the establishment of assembly lines.
-India Currently has less than 4% market share in Precision Engineering Industry in the world.
What constitutes of PM demand in India?
51%: Auto
14%: Aerospace & Defence
12%: Engineered Goods
6%: Power
4%: Semicon
4%: Commercial Aviation
9%: Others like Oil&Gas
Why is Precision Engineering hard to crack?
Precision manufacturing demands obsessive attention to detail for micron-level tolerances, zero-defect mindsets, and deep process know- how that only comes from engineers and operators who genuinely care about the craft. Success depends on continuous learning, repeated trials, and relentless quality discipline, where pride in execution matters as much as cost or speed.
It's like the CDMO business which requires deep domain knowledge and a multi year process of Qualifications.
How are the Unit Economics?
1. A Typical Precision engineering co can earn between 20-30% Ebitda Margins.
2. Asset turns are low at 0.8x to 1.5x.
3. Higher Working capital days at 150-200.
4. Roce at Maturity is between 15-25%.
Some Examples of Precision engineering companies in India
1. Azad Engineering in Turbines/Jet engines
2. Omnitech Engineering in Oil & Gas consumables
3. Aequs in Aerospace & Consumer parts
4. KDDL in Watches & Aerospace
5. Sona BLW in Robotics
6. Indo MIM (upcoming IPO) in Aerospace & Defence etc.
7. Sansera Engineering in Aerospace, Defence & Semicon.
8. Motherson Sumi in Aerospace.
9. Tata Electronics in Electronics components for Apple.
10. Titan Engineering and Automation Limited (TEAL) for Aerospace & Defence etc.
Many more such companies will emerge. It's our job as investors to keep a watch out for them.
As very few Indian businesses are working to crack Precision engineering at scale. One industry which one can watch out for the future given the nicheness & barriers to entry here. | 2 467 |
| 20 |  I still refer to notes like these while researching companies.
Thought I'd clean them up and share them here.
A simple cheat sheet covering the key KPIs and valuation metrics across 17 major sectors.
Stock Stats | Stock info | Infographics
@Stockinfo333 | 2 209 |
