𝘽𝙧𝙚𝙖𝙠𝙤𝙪𝙩 𝙎𝙞𝙜𝙣𝙖𝙡𝙨 ©™🚀

NIFTY NEAR RESISTANCE

Strong result 💪🏼💥💥💥

MTAR Tech reports its Q2 results; ▶️Profit Up 20% At ₹60 Cr Vs ₹50 Cr (QoQ) ▶️Revenue Up 12.7% At ₹407 Cr Vs ₹361 Cr (QoQ) ▶️EBITDA Down 8.3% At ₹99 Cr Vs ₹108 Cr (QoQ) ▶️EBITDA Margin At 24.3% Vs 29.9% (QoQ)

KRISHNA DEFENCE Q2🔥 • Net Profit: ₹15 Cr ↑119% (YoY) | ↑29% (QoQ) • Revenue: ₹75 Cr ↑56% (YoY) | ↑31% (QoQ) • EBITDA: ₹20 Cr ↑119% (YoY) | ↑33% (QoQ) • Margin: 26.8% vs 19.0% (YoY) | 26.3% (QoQ)

NIFTY🔥

NIFTY BREAKOUT OF 22800.... NOW READY FOR 23150-200

SMALL CAP NOW NEAR RESISTANCE

NIFTY IS IN CONSOLIDATION ...BUT TRYING TO BREAK RESISTANCE OF 22800

NIFTY READY FOR 23150

SUNFLAG PERFECT PATTERN OF FLAG BREAKOUT ...RTEST ALSO COMPLTED ...NOW READY FOR UPTREND ... GOOD FOR MID TERM

SMALL CAP ..POSITIVE SUPPORT

NIFTY CHART👆

STLTECH TOWARDS UPPER CIRCUIT

ORDER BOOK DEKHO👆

ORDER BOOK AND MAJOR WINS - H1FY27 order intake reached ₹32,026 Cr - Order intake was approximately 4.2x FY26 order intake - Hyperscaler LTSA secured worth ₹11,500+ Cr till CY30 - Hyperscaler award secured worth ₹10,500+ Cr till FY29 - High-density fibre cable deal worth ₹2,700 Cr - North American telecom deal worth ₹2,000 Cr - Indian telecom order worth ₹960 Cr

STERLITE TECHNOLOGIES - Q2FY27 RESULTS #Q2FY27 FINANCIAL PERFORMANCE - Revenue ₹2,529 Cr, up 145% YoY and 32% QoQ - Reported EBITDA reached ₹846 Cr - PAT ₹517 Cr versus ₹4 Cr last year - Record open order book of ₹35,274 Cr EBITDA ADJUSTMENT - Reported EBITDA includes a ₹161 Cr one-time US tariff refund - Operational EBITDA stood at approximately ₹685 Cr - Operational EBITDA margin reached approximately 27.1% - Operational margin improved from 20.8% in Q1FY27 - Operational margin improved from 13.6% last year ORDER BOOK AND MAJOR WINS - H1FY27 order intake reached ₹32,026 Cr - Order intake was approximately 4.2x FY26 order intake - Hyperscaler LTSA secured worth ₹11,500+ Cr till CY30 - Hyperscaler award secured worth ₹10,500+ Cr till FY29 - High-density fibre cable deal worth ₹2,700 Cr - North American telecom deal worth ₹2,000 Cr - Indian telecom order worth ₹960 Cr PRODUCT MIX AND MARKET SHARE - Optical connectivity attach rate reached a record 24% - Higher-value integrated connectivity products are gaining traction - Global ex-China OFC market share increased from 7% to 9% - North America has become a larger business contributor - AI and data-centre connectivity offer growth opportunities BALANCE SHEET AND CASH FLOW - Raised ₹1,500 Cr through QIP during H1FY27 - QIP proceeds partly used to repay borrowings - Company reported a net debt-free position - Management reported net cash of approximately ₹703 Cr - H1 operating cash flow reached ₹692 Cr - Working capital absorbed approximately ₹441 Cr CAPACITY EXPANSION AND GROWTH ROADMAP - Targeting approximately 50% capacity expansion by FY29 - Expansion covers preform, fibre and cable capacities - New greenfield facility planned for pre-terminated connectivity solutions - Annual capex planned at approximately ₹1,000 Cr - Capex roadmap covers FY27-FY29 - R&D investment targeted at approximately 2% of annual revenue - FY29 revenue aspiration stands at ₹20,000 Cr KEY TAKEAWAYS - Strong order intake improves multi-year revenue visibility - Operational EBITDA margin improved significantly - Tariff refund boosted reported EBITDA - Hyperscaler demand supports AI and data-centre connectivity growth - Higher-value products are improving the business mix - Net cash position strengthens funding flexibility - Capacity expansion will require disciplined execution - Working capital absorption remains an important monitorable - Sustainability of operational margins is the key question - Track order conversion, cash flow and capital efficiency

NIFTY TOWARDS SUPPORT

HCL

INFY