We are currently studying and analysing 2000 companies CONCALL TRANSCRIPT AND INVESTOR PPTS Accurate data like FY26, FY27 - Revenue guidance - Revenue growth - PAT guidance - Capex - Expected orders - Current order book is being uploaded on finwizz.live portal

DCX Systems #DCXINIDA Studied a bit about the company, listened to promoter interviews > Looks like no clarity on what technology they have, using some buzz words > Looks like a wrapper company assembling some stuff for israel > They have some JV with Israel companies, but no idea about tech transfer, what R&D they will own. No idea about DCX capability in the projects > Just assembling wire and harness is not a defence company > Past orderbook is good, execution is lacking. That's not a big problem. It happens. The problem is future is also indefinite, no proper future path visible for tech transfer or execution, just some yes or no by management If i am missing something, anyone can add their thoughts!

#Rappid valves latest detailed analysis * 1 * Order book As of today company has 18cr order from BHEL (execute in FY27, FY28) 20cr fresh order from MBB Muller, Shree ref & others in FY27 22cr orders from a private shipyard and some PSU, mostly carry forward from FY26 Confirmed in 3 months = 60cr Additional 30-40cr recurring order from older clients like PRAJ industries New orders from any new clients if any in next 9 months Also, complete order book can't be executed in 12 months, 70% might be executed in FY27, some will go beyond FY27 * 2 * Let's analyse recently added clients (i) HEINEN & HOPMAN globally recognized marine HVAC company with: > 20,000 vessels supplied globally > HVAC systems for frigates, submarines, patrol vessels and defence warships (ii) SHREE REFRIGERATIONS again HVAC cooling in defence Shipbuilding (iii) MBBM MULLER ACOUSTIC Naval acoustic/noise-reduction systems are highly specialized because submarines, warships require vibration and acoustic suppression. Poorly designed valves can create vibration, generate turbulence, increase acoustic signature, reduce stealth characteristics (iv) FLAKT SAMSUNG A significant global HVAC player, from Samsung group (v) CORE ENERGY SYSTEMS Nuclear power, thermal power, energy infrastructure, engineered systems Nuclear and power-sector valves are very different as they require: zero/minimal leakage, high pressure tolerance, long lifecycle reliability The qualification barrier is much higher (vi) BHEL Defence Shipbuilding valves (vii) GAIL OIL & GAS While there is no multi year contract with clients, the company says it retains 70% of clients for repeat orders * 3 * Working capital Would need a substantial amount of working capital, maybe down the line 4 or 5 months, Once the order booking is reasonable, and it is of a huge size, would require the funding Current bank facilities - working capital limit around ₹23 crores, cost of borrowing 8.25% per annum * 4 * Operational bottlenecks There are only two hurdles. One is the machining part of all the valves, and second is the testing Acquiring two VMC machines, delivered within next 25 days. Invested in 5 new test benches both will help in delivery acceleration * 5 * Clients focus: PSU or PRIVATE Biggest order book is with the PSUs. If we want to grow, we want a bigger order booking, and consistent order booking, PSU would be the ideal choice Marine defence warship industry is flooded with orders, don't see in next 20 years shipbuilding going down anywhere * 6 * DATA CENTER US CLIENT Might get update in 1-2 months Currently, they are procuring from Taiwan and China. In India, they have short listed as preferred one as Rappid Valves Data center cooling company from Pensylvania, Company gave Rappid patented technology to build valves, already signed NDA, multiple visits done, waiting for final green flag If they get, its a multi year opportunity * 7 * Future revenue projections Management guided 50% growth for FY27, no guidance for FY28, told to provide better clarity after 6 months FY26 revenue setback due to metal prices has made management cautious on guidance, Indicated 70-80% growth is possible, but not commiting Want to undercommit and overdeliver to make up for FY26

Finding stocks which can give 50-100% return in 1-2 year isn't very hard I can see multiple such stocks But the stock where you can allocate huge part of portfolio is the most complex challenge Whether your company can handle distruptions and still move ahead is important

WE ARE LIVE NOW at Valves World Expo 2026! The doors are officially open, and Team RAPPID is excited to welcome you to Valve World 2026. Visit us at Stall No. C - 02, Hall 3, Bombay Exhibition Centre, Mumbai. #shorts #ValvesWorld2026 #rappidvalves #alwaysincontrol

Your views about #Oriana power after recent concall?

Quick summary of 8 concalls i attended recently Chandan healthcare: > Tier2/3 diagnostic player, expanding > Revenue dominated by offline diagnostic centres > Good sector and good execution till now Rappid valves: > A small valve player with good certifications, clients, decent management > Recently impacted by volatile metal prices > Sector is great, company has few good triggers to watch Premier roadlines: > Player in Oversized logistics > Had some distruptions due to sudden fuel spike > Delivering revenue growth for 6 years, decent management, but logistics sector out of hype right now Suba hotels: > Tier2/3 hotels player > Good expansion, execution on rooms and expansion > Sector vulnerable to economic slowdown, can hit margins, but company is still expanding in future Osel devices: > Hearing aid supplier to govt, moving into private B2C hearing aid selling > Making TV and phones also, TV and phone can increase revenue, but higher profit still from hearing aids > Past execution good, future expansion plans look bullish, have to see how B2C expansion works on ground United heat transfer: > Makes heat exchangers and related parts > Order from Vertiv is in focus, company giving heat exchanger parts to vertiv for now, later can get bigger orders > Company can get into more data centre plays, on surface looks cool, but actual in depth need to study, if you know more do add here ABS marine: > Buy ships at debt/equity and lease them > I don't like such asset heavy, depriciating assets with leasing models, still company growing well > Guided for lower revenue growth, plus i get confused how to predict future growth here so don't know much Recode studios: > Female makeup products is focus, its a competitive segment, still growing well > Their main moat is offline classes, where young girls buy/get influenced by their products, unique moat > But i asked the promoter their brand stategy to be placed amongst big brands in future, didn't got any good answer Note: Giving a 3 line summary, not an in depth research No buy/sell call. Further research can change my opinion as well as yours😎 If you have any thoughts on any company do add in comments, you are welcome

"Tumhe paalne ke liye kitni mehnat ki hai" I used to dismiss this statement by parents, saying that ye to sab parents karte hain, ye to aapki duty hai Our parents used to have 2-3 kids, sent them to school, fed them, dressed them well, and most of us studied in some college Now coming to our generation, Most people are sturggling to get married even at 30 , Most aren't ready about having kids even at 35 , Forget having 2-3 kids, sending 1 kid to school look huge, If you say everything is expensive now, our expenses have grown 3-4x, so has our income by 3-5x Our parents had little disposable income, they used to buy less, save a lot, reuse things over years, had less liefstyle expenses, made sacrifices, lived frugally, life wasn't easy for them, they tried hard, managed better hence they were able to marry, have kids and raise them Our generation, isn't able to sacrifice, manage that well, we are less frugal, more demanding and less efficient If you wan't to blame system, inflation, govt Our parents had much less on all fronts A good life needs grind, not complaining, have to accept that

The oldest and longest thread on #Apollo micro systems when Mcap was 3600cr Less than 2 years and here we are😎

Let's read data and stop "LIC bad investing" posts at once: 1. LIC coverage of Indian market over decade: > Near 100% of large caps > Very high share of mid caps > Selective but meaningful exposure to small caps That’s why LIC is often considered a “market-wide proxy investor” in India rather than a concentrated fund. 2. LIC typically holds around 250–300 listed stocks at any point in time in recent years 3. Considering additions/removals across last 10 years, LIC has likely invested in: ~400 to 600 unique Indian listed stocks 4. LIC has likely touched almost every major large-cap and mid-cap stock at some point over 10 years And if you are trying to find 5-10 bad companies in this, I am not sure what analytical skills you want to show us

#Rappid valves - After reading the detailed concall notes/concall audio, whats your view?

#Rappid valves Concall notes (need patience to read) 1. ORDER BOOK Current order book is 42cr Out of this 22cr orderbook is carried from FY26, 20cr is freshly acquired in FY27 2. LOW REVENUE IN H2FY26 Main issue for low revenue in H2FY26 was copper non-ferrous metals price jump by 20-30% Old Contracts were made at low metal price, accepting new contract at old metal price would have yielded low margin or maybe loss So they hold on to some old contracts for price revision and slowed order acceptance for new orders 3. MANAGING METAL PRICE HIKE Out of 42cr order book currently, 22cr are carry on orders with old price, 20cr orders on new metal price Out of these 22cr, a large part would have been executed in FY26 if there was no metal price jump Now the company is asking for payment hike from clients before delivery for 22cr order They might get some hike, but this 22cr will be delivered at low margins than usual But, the new 20cr orders recently acquired in FY27, higher prices are quoted to accomodate new metal prices, so its sorted Company is also now paying some advance to lock metal price and secure from volatility 4. FUTURE ORDERBOOK Company orderbook has 2 components recurring clients new clients The 20cr orderbook in FY27 has 6cr (recurring clients) 14cr (new clients) Company has 30-40cr a year of recurring business from PSU, praj industries They will score minimum 30cr from recurring for sure from recurring clients in FY27 So by FY27 end order book should look like 22cr (carry over from FY26) 30cr (recurring orders) 14cr (new clients, would be higher than 14cr in just 2 months as 10 months left to acquire new orders) What will be the orderbook by FY27 then? Use your imagination along with above data! 5. ELECTRONIC VALVES ORDER Company has order for electronic actuator valves from Shreeref and flakt group Company don't make actuaors, only make Valves, they get actuators from outside OEM and integrate actuators with valves 6. POTENTIAL DATA CENTER CLIENT US client that company mentioned in their updates, is a liquid cooling Data center client Client visit is over, last testing batch is given, contract can be signed in 1-2 months. Once lab reports are out from their internal laboratory tests, it will be materialised The discussions and testing took more time than expected, and till today contract hasn't been signed. So, its not a confirmed thing. Don't start jumping that its a data center cooling client, as deal not signed. It has good potentail of recurring order for few years atleast, but have to wait before confirmation 7. EMERGING GROWTH SEGMENT - ETHANOL ethanol - atlernate energy is the big emergin growth segment. Working with praj on this front India pushing ethanol in fuel, might generate valves demand on this front also 8. PSU PAYMENTS PSU might delay payment here and there, but 100% safe and always pays 9. NOT MANY CERTIFIED VALVE PLAYERS IN INDIA Valve manufacturing not many players in india, as working capital, inspections, approvals, metal price all fluctuate. Hard industry to sustain 10. CAPEX AND OPEX MOVING FORWARD Current facillity is enough of 2 years, but company will need capital for opex and metal price advance booking as sales grow 11. QUARTERLY UPDATES Order booking, development, factory updates will be given quarterly from now on 12. REVENUE GUIDANCE As this year guidance was not met, but we understood the reasons. Promoter don't want to promise much now. Lightly said 50% growth for FY27, rest he wants to promise less and directly deliver CONCLUSION 1. Industry and sector are good have growth for 10-20 years, no doubt 2. Company is small, metal price fluctuations have impact as happens with multiple companies 3. Multiple triggers in the company growth, how many will be hit, have to wait and watch 4. For an average investor, its a risky bet. Can deliver huge/disappoint also. Don't take as a sure shot thing

Don't push yourself to find multibaggers Find good stocks and hold for long term You will get many multibaggers in your pf

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