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Ashok Kumar retweeted
#CFFFluid #CFFFuildControl A proxy to the India's naval defense boom ! 1. Wide moat - Huge entry barriers in naval submarine ecosystem - Exceptionally low substitution risk - High switching costs - structural pricing power, reflected in an EBITDA margin of 28.47% - relies on exclusively licensed IP via Technology Transfers (ToT) from global majors! - ROE ~18% 2. Huge opportunity size - ~15% CAGR growth in TAM for next 5 years - monopoly in replacement market 4. Management quality - high 5. Valuation ( Current CMP - 722) Revenues - 285 Cr (FY27) 380 Cr (FY28) EBIDTA 28.5% 29.2 % EPS 26 36 PE Multiple = ~45 Price 1170 1620 (62% upside) (122% upside) 6. what is minus ( that can drag down the market multiple) - Very high receivable days Detailed analysis at onetruthcapital.substack.comโ€ฆ [Not an investment advice, do your own due diligence, Discussing only for sharing and learning purposes]

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India has 6 top tier stealth submarines named INS KALVARI All 6 have 1 thing in common - CFFFluid The fluid systems in stealth submarine must be silent to avoid acoustic detection CFF is the only Indian company authorised to manufacture & service for KALVARI class Submarines
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Good #Q4FY26-05/04/2026 post 5pm till 9pm Lloyds Metal and Energy #LloydsMetal #Lloydsme Blockbuster Q4FY26 Record set with highest ever revenue, EBITDA, PBT and PAT in comps history Solid QoQ and YoY uptick across all parameters Hits it out of the park Rev at 6031cr vs 1212cr, Q3 at 5156cr PBT at 2187cr vs 245cr, Q3 at 1516cr PAT at 1530cr vs 202cr, Q3 at 1090cr OCF at 2921cr vs 1207cr Amazing execution from Lloyds Metal Raymond Realty #RaymondRealty Record Q4FY26 pre sales Good collections uptick Robust Q4FY26 with big QoQ and YoY uptick across all parameters Rev at 1157cr vs 117cr, Q3 at 758cr EBITDA at 252cr vs 170cr, Q3 at 100cr PBT at 206cr vs 2cr, Q3 at 77cr PAT at 161cr vs 2.4cr, Q3 at 67cr Good margin expansion QoQ and YoY Inventory at 4280cr vs 898cr 42,000cr GDV 100 acre Thane land parcel with 25000cr GDV JDA portfolio at 17000cr GDV Aeroflex Industries #Aeroflex Good YoY,flat QoQ Rev at 126cr vs 92cr, Q3 at 121cr PBT at 22.5cr vs 15cr, Q3 at 22cr PAT at 17.6cr vs 11.2cr, Q3 at 16.5cr OCF at 66cr vs 27cr B-Right RealEstate #BRight #BRRL Solid Q4FY26 Rev at 113cr vs 63cr, H1 at 55cr PBT at 40cr vs 6cr, H1 at 19cr PAT at 33cr vs 4cr, H1 at 12cr OCF at 10cr vs -21cr Hero Motocorp #HeroMotoCorp Rev at 12978cr vs 9979cr, Q3 at 12487cr PBT at 1892cr vs 1494cr, Q3 at 1906cr PAT at 1473cr vs 1169cr, Q3 at 1275cr OCF at 8314cr vs 4297cr CFF Fluid Control #CFF #CFFFluid Rev at 105cr vs 66cr, H1 at 104cr PBT at 26cr vs 14cr, flat vs H1 PAT at 20cr vs 10cr, H1 at 19cr OCF at -26cr vs -3cr Automobile Corporation of Goa #ACGL Rev at 271cr vs 217cr, Q3 at 200cr PBT at 29cr vs 22.5cr, Q3 at 18cr PAT at 21cr vs 17cr, Q3 at 11cr OCF at 136cr vsย ย 10cr Digikore Studios #Digikore Rev at 32cr vs 13cr,flat vs H1 PBT at 5.2cr vs -14cr, H1 at 6cr PAT at 3.6cr vs -10cr, H1 at 4.9cr OCF at -6cr vs -22cr Jenburkt Pharma #Jenburkt Rev at 45cr vs 41cr QoQ Other income at 4cr vs 2cr QoQ PBT at 17.6cr vs 11.8cr QoQ PAT at 10.8cr vs 8.5cr QoQ OCF steady at 26.5cr Kriti Nutrients #KritiNutrients Good YoY, down QoQ Rev at 255cr vs 200cr, Q3 at 224cr PBT at 9.2cr vs 6.4cr, Q3 at 11.8cr PAT at 6.1cr vs 4.9cr, Q3 at 9.2cr OCF at 64cr vs 32cr La Tim Metal #LaTim Rev at 123cr vs 70cr, Q3 at 86cr PBT at 3.7cr vw loss, Q3 at 2.9cr OCF at 2.5cr vs -4cr Decent/Avg: #LarsenToubro Misses estimates Revโซ11% EBITDA โซ5% Margins contract Orderbook v strong 435590cr inflowsโซ22% Orderbook at 740327crโซ28% #Pelatro Most of the growth is lead by higher other income Rev at 39cr vs 25cr, Q3 at 38cr Other income at 3cr vs 0.9cr EBITDA at 7.4cr vs 4.1cr, Q3 at 7cr OCF at 19cr vs 23cr #FosecoCrucible Rev down at 37cr vs 42cr Other income at 6cr vs 1.5cr PBT at 13cr vs 5cr, Q3 at 11cr OCF at 36cr vs 25cr
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CFF Fluid Control just delivered a notable FY26 scorecard. โœ… Executed the TOT playbook: ๐Ÿ’ Rev โ‚น208Cr ( 43%) ๐Ÿ’ PAT โ‚น39Cr ( 64%). โš ๏ธ The Defence Reality: ๐Ÿ’ Receivables spiked to โ‚น104Cr. ๐Ÿ’ High-octane growth requires massive working capital, and their FPO buffer is exactlyโ€”funding the submarine supercycle. ๐Ÿ“ˆP&L validates the moat. Now we wait for the P75i catalyst. ๐Ÿ‘‡Details below. โ€”โ€”โ€” ๐Ÿ”— smeresearch.github.io/SMEGemโ€ฆ โ€”โ€”โ€” โš ๏ธ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #CFF #CFFFluid #SME
Mar 26
๐Ÿ‘‰Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight โ€” on the SME Platform. ๐Ÿ‘‰Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. โ€”โ€”โ€” ๐Ÿ‘‰Introducing SME Gems โ€” a new independent series on Hidden Champions of the SME Platform : ๐Ÿ’  OBSC Perfection ๐Ÿ’  Aimtron Electronics ๐Ÿ’  Yash Highvoltage ๐Ÿ’  CFF Fluid Control ๐Ÿ’  DSM Fresh Foods ๐Ÿ’  L.T. Elevator ๐Ÿ’  Monolithisch India ๐Ÿ’  GSM Foils ๐Ÿ‘‰Across Different Sectors. One common place. ๐Ÿ”— smeresearch.github.io/SMEGemโ€ฆ ๐Ÿ‘‰Stay tuned for more insights โ€”โ€”โ€” โš ๏ธ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME
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#CFFFluid CFF Fluid Control Limited Company posted good results in YoY Revenue crossed 208cr and Orderbook is strong for next year also. No investor will invest in SME companies for Dividend, as the company is small they can use these funds for productively rather than dividend payment of Rs. 0.75/-per share.
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CFF Fluid Control Ltd (SME) H2FY26 Results:- #H2FY26 #Stockmarket #Nifty #CFFFluid H2FY26 vs H2FY25 Revenue 104.61 Cr vs 65.53 Cr ( 59.64% YoY) EBITDA 29.78 Cr vs 17.83 Cr ( 67.02% YoY) EBITDA Margin 28.47% vs 27.21% YoY PBT 26.42 Cr vs 13.86 Cr ( 90.66% YoY) PAT 20.07 Cr vs 9.80 Cr ( 104.71% YoY) FY26 CFO (Ex-tax) -8.62 Cr vs -1.07 Cr YoY CFO -26.04 Cr vs -3.21 Cr YoY
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When will #CFFFluid earn revenue from Scorpene orders once the order is given to #Mazagon? Construction Timeline for P75 Year 1 - Hull Fabrication - Potential for Krishna Defence (Bulb Bar) Year 2 - Fluid Control Integration and Inner Hull - CFF's work starts here Year 3 - Propulsion Integration - CFF's ToT from DRDO for AIP allows it to contribute in Propulsion integration Year 4 - Full pressure Hull Integration Year 5 - Combat Suite and SATCOM integration - CFF's Strategic collaboration with Atlas Elektronik allows for its contribution in active Towed Array Sonar and Low Frequency Sonars (LFVDS) Year 6 - Harbor Acceptance trials Year 7 - Sea Acceptance Trials So effectively CFF's work is well - spread across Year 2, 3 and 5 of a submarine manufacturing. Thus, providing visibility for consistent manufacturing revenues for the next 10 years. If you want a deep dive on CFF Fluid - Comment below - Repost if you liked the insight
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TOP ANNOUNCEMENTS FOR THE DAY #DBL: The company has declared L1 bidder for a โ‚น268 crore project from the Narmada Water Resources Department, Govt. of Gujarat. #GHVIFRA: The company has secured a โ‚น111 crore work order for infrastructure development. #CFFFLUID: The company won a โ‚น78.74 crore contract for the procurement of equipment for Indian Navy programs. #KONSTELEC: The company has completed electrical works worth โ‚น26 crore for HPCL Rajasthan Refinery. #DEVINFO: The company has received a โ‚น26 crore order from NICSI for the National Pharmacists Registration Tracking System. #ACCORD: The company has secured an โ‚น8.4 crore order for transformer supply. #INNOMET: The company has received a โ‚น1.19 crore order from Keltron Electro Ceramics Ltd #AGNI: The company won an EPC order of โ‚น1.59 crore from the Government of Mizoram for off-grid solar water pumping systems.
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India has 6 top tier stealth submarines named INS KALVARI All 6 have 1 thing in common - #CFFFluid The fluid systems in stealth submarine must be silent to avoid acoustic detection CFF is the only Indian company authorised to manufacture & service for KALVARI class Submarines: - Critical fluid control systems - Weapon handling systems This comes via Technology Transfer from Coyard (France) and these systems are standardised across the fleet. Plus CFF is one of the very few players in India that can work with exotic materials like Titanium and Inconel to meet these stealth standards. Disclaimer - No recommendation If you found this insight interesting, repost and follow for much such insights. If you want a detailed deep dive on CFF Fluid - comment below - and subscribe to our #YouTube channel where we post quality research twice a week. (Link in the first comment)
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TOP ANNOUNCEMENTS FOR THE DAY!! #NIRAJCEMENT: The company's (JV) has received a work order of Rs 322.27 crore for the 4-laning of the Ponda to Bhoma section of NH-748 in the State of Goa on EPC Mode from MORTH. #MTARTECH: The company has received an additional order valued at Rs. 310 Crores from Megha Engineering & Infrastructures Limited. #ABINFRA: The company has received LOA for a new project of Rs 52.08 crore for the construction of a road over bridge for Indian Railways. #VINYASINNOVATIVE: The company secures orders worth Rs 36.78 crore from International & domestic customers. #CFFFLUID: The company has received the contract worth RS 5.31 crore for the procurement of various equipment for the P-75 Project from the Indian Navy. #NISMANAGEMENT: The company has been awarded a work order of Rs 3.45 crore from the Irrigation & Waterways Directorate, Government of West Bengal. #MANGALAMINFRA: The company has received the LOA in association with another esteemed entity for the consultancy work of Rs 3.34 crore. #ARTEFACTPROJECTS: The company has secured a project amounting to Rs 3.34 crore from supervision consultancy during O&M Stage for the Section of NH-31 in the state of Uttar Pradesh. #BIGBLOC: The company has secured a purchase order of Rs 2.21 crore for Autoclaved Aerated Concrete Blocks from Larsen & Toubro Limited.
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Good#Q2FY26-14/11/25 till 3pm ORIANA Power #Oriana #OrianaPower Blockbuster H1FY26 ๐Ÿ”ฅ Does more than H2FY25 in H1FY26 Big growth in a big base Highest ever revenue, EBITDA, PBT and PAT in comps history SOLID QoQ and YoY uptick across all parameters Rev at 781cr vs 359cr, H2 627cr PBT at 162cr vs 67cr, H2 at 145cr PAT at 122cr vs 49cr, H2 at 110cr All set for big H2FY26 Margins sustain at high8levels OCF at 88cr Recievables under check FlySBS Aviation #FlySBS Good H1FY26 Rev at 137cr vs 84cr, H2 at 110cr PBT at 31cr vs 7.5cr, H2 at 31cr PAT at 24cr vs 5cr, H2 at 23cr Hel2 should be even better OCF at -15cr vs -10cr SP Apparels #SPAL Blockbuster Q2FY26 despite all tariff related uncertainities Rev at 427cr vs 391cr, Q1 at 403cr PBT at 47cr vs 30cr, Q1 at 31cr PAT at 35cr vs 22cr, Q1 at 21cr OCF at 126cr vs 44cr๐Ÿ”ฅ Inox Wind #InoxWind Solid Q2FY26 Decent QoQ and YoY uptick across all parameters Rev at 1119cr vs 733cr, Q1 at 826cr PBT at 169cr vs 88cr, Q1 at 137cr PAT at 121cr vs 84cr, Q1 at 97cr NCL Industries #NCLInd #NCL Solid Q2FY26 Rev at 345cr vs 330cr, Q1 at 338cr Good margin expansion QoQ and YoY PBT at 39cr vs 18cr, Q1 at 36cr PAT at 29cr vs 7cr, Q1 at 36cr This qtr had 9.7cr exceptional loss OCF at 102cr vs 86cr CFF Fluid Control #CFFFluid Rev at 104ce vs 80cr, H2 at 65cr PBT at 26cr vs 19cr, H2 at14cr PAT at 19cr vs 14cr, H2 at 9cr OCF at -58cr Krishna Defence #KrishnaDef Solid H1FY26 Rev at 120cr vs 94cr, H2 at 100cr PBT at 21cr vs 15cr, H2 at 15cr PAT at 16cr vs 11cr, H2 at 11cr OCF at 22cr MRF #MRF Rev at 7378cr vs 6881cr, Q1 at 7675cr PBT at 698cr vs 631cr, Q1 at 670cr PAT at 525cr vs 471cr, Q1 at 500cr OCF at 1870cr vs 1064cr Remsons Industries #Remsons Rev at 116cr vs 91cr, Q1 at 100cr PBT at 8.1cr vs 4.2cr, Q1 at 6cr PAT after minority interest at 4cr vs 3cr, Q1 at 3.6cr OCF at 36cr vs 11cr Motisons Jewellers #Motisons Rev down sharply at 90cr vs 109cr PBT at 29cr vs 15xr, Q1 at 11cr PAT at 21cr vs 10cr, Q1 at 8cr OCF at 29cr vs -7lacs Suryaamba Spinning #Suryaamba Rev at 58cr vs 54cr, Q1 at 53cr PBT at 1cr vs 0.2cr, Q1 at 0.8cr OCF at 4cr vs 14cr Shine Fashions #Shine Rev at 43cr vs 33cr H2 at 47cr PBT at 6.5cr vs 4.1cr, H2 at 5.1cr OCF at -9cr vs 2cr RIR Power #RIRPower Rev at 26cr vs 19cr, Q1 at 21cr PBT at 4.3cr vs 2.3cr, Q1 at 2.7cr OCF at 8.4cr vs 8cr Cargotrans Maritime #CargoTrans Rev at 51cr vs 44cr,H2 at 43cr PBT at 3.4cr vs 2.4cr, H2 at 1.9cr OCF at -4.7cr Engineers India #Engineers Rev at 921cr vs 689cr, Q1 at 870cr PBT at 145cr vs 99cr, Q1 at 97cr OCF at 58cr vs -71cr Insolation Energy #INA Rev at 773cr vs 616cr, H2 at 762cr PBT at 93cr vs 76cr, H2 at 76cr PAT at 97cr vs 76cr, H2 at 77cr OCF at -70cr vs 27cr #CGVak Rev at 15cr vs 13cr, Q1 at 14cr PBT at 4.5cr vs 3cr, Q1 at 3.6cr OCF at 9cr vs 11cr Brahmputra Infrastructure #Brahmputra Rev at 90cr vs 31cr, Q1 at 92cr PBT at 17cr vs 0.6 r, Q1 at 17cr PAT at 14.6cr vs 0.4cr, Q1 at 15cr OCF at 0.03cr #Superhouse Rev at 190cr vs 182cr, Q1 at 163cr PBT at 5cr vs 3cr, Q1 at 0.5cr OCF at 54cr vs 17cr #ITCons Rev at 49cr vs 17cr, H2 at 38cr PBT at 3cr vs 1.7cr, H2 at 2.6cr OCF at -8cr Modison Metals #Modison Rev at 145cr vs 122cr, Q1 at 134cr PBT at 14.6cr vs 8.4cr, Q1 at 7.5cr PAT at 11.6cr vs 8cr, Q1 at 4.8cr Solid QoQ and YoY uptick across all parameters OCF at 5.7cr vs -2cr HMA Agro #HMAAgro Rev at 2155cr vs 1465cr, Q1 at 1123cr PBT at 117cr vs 58cr, Q1 at PAT at 90cr vs 53cr, Q1 at 0.6cr OCF at 31cr vs 124cr RCF Ltd #RCF Rev at 5292cr vs 4289cr, Q1 at 3370cr PBT at 140cr vs 106cr, Q1 at 75cr PAT at 105c4 vs 78cr, Q1 at 54cr OCF at 1293cr #RDBRasyan Rev at 34cr vs 30.5cr, Q1 at 28cr PBT at 15cr vs 8cr, Q1 at 11cr OCF at 0.4cr Modern Threads #ModThreads Rev at 87cr vs 62cr, Q1 at 70cr PBT at 3.4c vs 0.2cr, Q1 at 0.3cr OCF at 4.6cr vs 3.1cr #Sharvaya PBT at 13cr vs 5.6cr, H2 at 12cr OCF at -5cr Decent: #LaxmiFinance #KirloskarInd #IndiaNippon #RedTape #TimeTechno #JDCables #Stylam #BombayBurmah
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Good#Q2FY26-14/11/25 till 3pm ORIANA Power #Oriana #OrianaPower Blockbuster H1FY26 ๐Ÿ”ฅ Does more than H2FY25 in H1FY26 Big growth in a big base Highest ever revenue, EBITDA, PBT and PAT in comps history SOLID QoQ and YoY uptick across all parameters Rev at 781cr vs 359cr, H2 627cr PBT at 162cr vs 67cr, H2 at 145cr PAT at 122cr vs 49cr, H2 at 110cr All set for big H2FY26 Margins sustain at high8levels OCF at 88cr Recievables under check FlySBS Aviation #FlySBS Good H1FY26 Rev at 137cr vs 84cr, H2 at 110cr PBT at 31cr vs 7.5cr, H2 at 31cr PAT at 24cr vs 5cr, H2 at 23cr Hel2 should be even better OCF at -15cr vs -10cr SP Apparels #SPAL Blockbuster Q2FY26 despite all tariff related uncertainities Rev at 427cr vs 391cr, Q1 at 403cr PBT at 47cr vs 30cr, Q1 at 31cr PAT at 35cr vs 22cr, Q1 at 21cr OCF at 126cr vs 44cr๐Ÿ”ฅ Inox Wind #InoxWind Solid Q2FY26 Decent QoQ and YoY uptick across all parameters Rev at 1119cr vs 733cr, Q1 at 826cr PBT at 169cr vs 88cr, Q1 at 137cr PAT at 121cr vs 84cr, Q1 at 97cr NCL Industries #NCLInd #NCL Solid Q2FY26 Rev at 345cr vs 330cr, Q1 at 338cr Good margin expansion QoQ and YoY PBT at 39cr vs 18cr, Q1 at 36cr PAT at 29cr vs 7cr, Q1 at 36cr This qtr had 9.7cr exceptional loss OCF at 102cr vs 86cr CFF Fluid Control #CFFFluid Rev at 104ce vs 80cr, H2 at 65cr PBT at 26cr vs 19cr, H2 at14cr PAT at 19cr vs 14cr, H2 at 9cr OCF at -58cr Krishna Defence #KrishnaDef Solid H1FY26 Rev at 120cr vs 94cr, H2 at 100cr PBT at 21cr vs 15cr, H2 at 15cr PAT at 16cr vs 11cr, H2 at 11cr OCF at 22cr MRF #MRF Rev at 7378cr vs 6881cr, Q1 at 7675cr PBT at 698cr vs 631cr, Q1 at 670cr PAT at 525cr vs 471cr, Q1 at 500cr OCF at 1870cr vs 1064cr Remsons Industries #Remsons Rev at 116cr vs 91cr, Q1 at 100cr PBT at 8.1cr vs 4.2cr, Q1 at 6cr PAT after minority interest at 4cr vs 3cr, Q1 at 3.6cr OCF at 36cr vs 11cr Motisons Jewellers #Motisons Rev down sharply at 90cr vs 109cr PBT at 29cr vs 15xr, Q1 at 11cr PAT at 21cr vs 10cr, Q1 at 8cr OCF at 29cr vs -7lacs Suryaamba Spinning #Suryaamba Rev at 58cr vs 54cr, Q1 at 53cr PBT at 1cr vs 0.2cr, Q1 at 0.8cr OCF at 4cr vs 14cr Shine Fashions #Shine Rev at 43cr vs 33cr H2 at 47cr PBT at 6.5cr vs 4.1cr, H2 at 5.1cr OCF at -9cr vs 2cr RIR Power #RIRPower Rev at 26cr vs 19cr, Q1 at 21cr PBT at 4.3cr vs 2.3cr, Q1 at 2.7cr OCF at 8.4cr vs 8cr Cargotrans Maritime #CargoTrans Rev at 51cr vs 44cr,H2 at 43cr PBT at 3.4cr vs 2.4cr, H2 at 1.9cr OCF at -4.7cr Engineers India #Engineers Rev at 921cr vs 689cr, Q1 at 870cr PBT at 145cr vs 99cr, Q1 at 97cr OCF at 58cr vs -71cr Insolation Energy #INA Rev at 773cr vs 616cr, H2 at 762cr PBT at 93cr vs 76cr, H2 at 76cr PAT at 97cr vs 76cr, H2 at 77cr OCF at -70cr vs 27cr #CGVak Rev at 15cr vs 13cr, Q1 at 14cr PBT at 4.5cr vs 3cr, Q1 at 3.6cr OCF at 9cr vs 11cr Brahmputra Infrastructure #Brahmputra Rev at 90cr vs 31cr, Q1 at 92cr PBT at 17cr vs 0.6 r, Q1 at 17cr PAT at 14.6cr vs 0.4cr, Q1 at 15cr OCF at 0.03cr #Superhouse Rev at 190cr vs 182cr, Q1 at 163cr PBT at 5cr vs 3cr, Q1 at 0.5cr OCF at 54cr vs 17cr #ITCons Rev at 49cr vs 17cr, H2 at 38cr PBT at 3cr vs 1.7cr, H2 at 2.6cr OCF at -8cr Modison Metals #Modison Rev at 145cr vs 122cr, Q1 at 134cr PBT at 14.6cr vs 8.4cr, Q1 at 7.5cr PAT at 11.6cr vs 8cr, Q1 at 4.8cr Solid QoQ and YoY uptick across all parameters OCF at 5.7cr vs -2cr HMA Agro #HMAAgro Rev at 2155cr vs 1465cr, Q1 at 1123cr PBT at 117cr vs 58cr, Q1 at PAT at 90cr vs 53cr, Q1 at 0.6cr OCF at 31cr vs 124cr RCF Ltd #RCF Rev at 5292cr vs 4289cr, Q1 at 3370cr PBT at 140cr vs 106cr, Q1 at 75cr PAT at 105c4 vs 78cr, Q1 at 54cr OCF at 1293cr #RDBRasyan Rev at 34cr vs 30.5cr, Q1 at 28cr PBT at 15cr vs 8cr, Q1 at 11cr OCF at 0.4cr Modern Threads #ModThreads Rev at 87cr vs 62cr, Q1 at 70cr PBT at 3.4c vs 0.2cr, Q1 at 0.3cr OCF at 4.6cr vs 3.1cr #Sharvaya PBT at 13cr vs 5.6cr, H2 at 12cr OCF at -5cr Decent: #LaxmiFinance #KirloskarInd #IndiaNippon #RedTape #TimeTechno #JDCables #Stylam #BombayBurmah
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CFF Fluid Control Ltd H1 FY26 โ€“ Strong Growth in Revenue & Profitability โœ… Revenue: โ‚น104.13 Cr vs โ‚น80.03 Cr ( 30.11% YoY) โœ… PAT: โ‚น19.13 Cr vs โ‚น14.05 Cr ( 36.17% YoY) ๐Ÿ—ฃ๏ธ Management Update: Robust order execution and healthy demand in defence and industrial segments supported strong top-line and bottom-line growth in H1. ๐Ÿ’ฌ Will CFF Fluid sustain this growth trajectory as capacity utilization improves further in H2? #H1FY26 #StockMarket #CFFFluid
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CFF Fluid Control Ltd - H1 FY26 Results:- (SME) H1 FY26 vs H1 FY25 Revenue 104.13 Cr vs 80.03 Cr ( 30.11% YoY) PAT 19.13 Cr vs 14.05 Cr ( 36.17% YoY) #H1FY26 #stockmarket #nifty #CFFFluid
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TOP ANNOUNCEMENTS FOR THE DAY!! #NBCC: The company has received A work order of worth Rs 340.17 crore Construction of the Central University of Kashmir (Phase-I ). #Marineelectricals: The company has secured multiple orders amounting to Rs 174.60 crore for the supply of power distribution system and carrying out Electrical Works on board a vessel. #Inoxwind: The company has secured a 100 MW equipment supply order from a leading green energy transition platform. #RefexIndustries: The company has procured an order worth Rs 29.8 crore for the transportation of ash for the NHAI Road Project from an entity based in Maharashtra. #AluwindInfra: The company has received a work order of Rs 10.14 crore from LH Residential Housing Private Limited for the Design, Supply & Installation of Tower A and B at Island Cove, Mahim Project. #CFFfluid: The company has secured a contract of 6.16 crore for the procurement of various Equipment for the P75 Project from the Indian Navy. #Aptech: The company has received a Work Order of Rs 3.88 crore from the State Government Body.
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Naval #shipbuilding Process flow map I had created a month ago SMEs and large caps in the image are for illustrative purposes, not recommendation #KrishnaDefence #RappidValves #CFFFLuid #shreerefrigerations #GRSE / #GRSEL #MazagonDock #mdl #CochinShipyard (and shared on Linkedin: linkedin.com/posts/siddharthโ€ฆ)
Agreed here, #shipbuilding, quality companies listed as of now may see a few multi baggers over next 3-7 years and more... entry at right valuations the key. Personally, I am invested in #KrishnaDefence, #RappidValves and #ApolloMicro (albeit a bit lowered position)... Might enter a few more with dips/ time correction over next couple of quarters....
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TOP ANNOUNCEMENTS FOR THE DAY!! #Newgensoftware: The Company has signed a Master Service Agreement worth Rs 216.55 crore with a U.S.-based healthcare firm for hosting cloud services. #Kirloskarbrother: The company has secured an order for the supply of more than 14000 pump sets from Indian Oil Corporation Limited. #RMCswitchgears: The company has received two Letters of Awards amounting to 100 crores for work order for supply And Development Of Distribution Infrastructure. #CFFfluid: The Company has received the LOI of worth Rs 27.74 crore for the Procurement of various Equipment for the P75 Project from the Material Organisation (Indian Navy). #Diffusionengineers: The company has received a domestic order worth Rs 22.86 crore for the supply of ID, PA, and FD Fan Statics, Rotary Air Pre-heater Statics, and Rotor to be supplied in the power industry. #HECInfra: The company had received a work order worth Rs 19.23 crores from M/S J.P. Construction Company for the supply of water under Jal Jeevan Mission. #Railtelcorporation: The company has issued work order of Rs 16.30 crore to M/s RTNS Technology Private Limited. #Affordablerobotic: The company's wholly owned subsidiary ARAPL secures first US order of Rs 3.6 Core for Autonomous truck Loading-Unloading Robot.
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๐Ÿšข India Shipbuilding Theme โ€“ Key Beneficiaries ๐Ÿ”น#MAZDOCK โ€“ Submarines & warships (P75/P75I) ๐Ÿ”น#GRSE โ€“ Corvettes, frigates, patrol vessels ๐Ÿ”น#BEL โ€“ Naval electronics & combat systems ๐Ÿ”น#BHEL โ€“ Marine gas turbines & defence systems ๐Ÿ”น#CFFFLUID โ€“ Submarine valves & control systems ๐Ÿ”น#SOLARINDS โ€“ Naval explosives & torpedoes ๐Ÿ”น#ADANIPORTS โ€“ Port & logistics support for shipbuilding ๐Ÿ”น#KNOWLEDGEMARINE โ€“ Shipyard services, marine tech ๐Ÿ”น#MARINEELECTRIC โ€“ Marine electrical systems ๐Ÿ”น#GESHIP โ€“ Cargo & fleet tonnage ๐Ÿ”น#SCI โ€“ bulk & container shipping (for real-time WhatsApp alerts ๐Ÿ‘‰ finq.in) #Defence #Shipbuilding #Maritime #P75I

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TOP ANNOUNCEMENTS FOR THE DAY!! #BHEL: The Company has received Notifications of Award from M.P. Power Generating Company Ltd, for two EPC projects worth Rs 13000 to 15000 crore. #Swandefence: The company has signed a strategic MOU with Samsung Heavy Industries to advance shipbuilding & Maritime projects. #Atlantaa: The company has entered into an agreement with Ircon International for the construction of the Expressway project, amounting to Rs 2485 crore. #CeigallIndia: The company has received a letter from the National Highways Authority of India, Ludhiana Bathinda Greenfield Highway Project, valued at Rs 981 crore. #AGIInfra: The company awarded a contract of Rs 325 crore from AGI Construction Private Limited for the construction of group housing projects. #Innovatorsfacade: The company has received the Letter of Intent for a work order worth Rs 93.77 crore for the Design, Supply, Installation & Commissioning of Faรงade Glazing Works. #Ganeshgreen: The company has received a work order from Solberry Energy Private Ltd, Gujarat, for the Supply for 40 MW for Supply for Solar PV Panel Module of Rs 60.45 crore. #ITCONS: The company has secured a contract valued at Rs 53.06 crore from Indian Council of Medical Research, Mumbai to provide 7 resources for a period of two years. #Yogi: The company has received purchase order worth Rs 50.83 crore from Campanion Vinimay Trading Private Ltd for supply of Industrial components. #Sahanasystem : The company secures Rs 24.61 crore order from Indian Port Rail & Ropeway Corporation Ltd for development & Implementation of Comprehensive digital Twin Architecture for VoCPA at Tamil Nadu. #CFFfluid : The company has received the LOI worth Rs 11.69 crore for Procurement of various Equipment for P75 Project from Material Organisation (Indian Navy). #Jostengineering: The company has secured order worth Rs 3.64 crore from Google IT Services India Private Ltd for NVH Instruments solutions packaging & Accessories. #MetaInfo: The company has received multiple purchase orders aggregating to Rs. 1.57 Crore.
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๐Ÿ›ก๏ธ CFF Fluid Control Secures โ‚น11.69 Cr Indian Navy Order ๐Ÿ‘‰๐Ÿป Received LOI from Material Organisation (Indian Navy) for equipment supply under P75 Project. ๐Ÿ‘‰๐Ÿป Order value: โ‚น11.69 Cr (incl. tax). ๐Ÿ‘‰๐Ÿป Delivery timeline: by March 2026. ๐Ÿ‘‰๐Ÿป Strengthens CFFโ€™s role in Indiaโ€™s defence manufacturing ecosystem. #CFF #CFFFluid #IndianNavy #Defence #OrderWin
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