CFF Fluid Control FY26: Revenue ₹209 Cr ( 43%), PAT ₹39 Cr ( 64%), margin 28% sustained. 🚢 But here's what most will miss: CFF is the "Authorized Equipment Manufacturer" for critical submarine systems. Once you're locked in, you stay locked in for the life of the submarine. 🔒 That's a 30-year spares MRO annuity on every boat that commissions. ⚓ P75 ramp nuclear sub programme Scorpene service framework = a compounding installed base, not a project orderbook. Caveat: receivable days at 183 (vs 150). Working capital is eating the business. Negative OCF this year. Operationally elite. Financially, watch the cash. 🎯 #CFFFluidControl

India’s aerospace ecosystem is shifting from support role → global manufacturing MRO hub This is a long-duration, compounding opportunity hidden inside a highly regulated ecosystem. Early stage. Underfollowed. High barriers. India is becoming one of the fastest-growing aviation markets globally. Fleet size is expected to more than double over the next decade. Large orders from IndiGo, Air India, and Akasa Air are not just airline news; they are a multi-year revenue pipeline for maintenance, repairs & components. At the same time, defence policy is undergoing a structural shift. Import restrictions “Make in India” push are redirecting billions of dollars from global OEMs to domestic suppliers. This is not cyclical. It’s policy-driven. Add to that: GST on MRO cut from 18% → 5% 100% FDI allowed Easier infra access at airports The intent is clear: build India into a global MRO aerospace hub, and the economics are compelling: India offers 1. Skilled engineering talent 2. At significantly lower cost than global hubs Making it globally competitive in labour-intensive aerospace work The numbers reflect this shift: MRO market: ~$1.7B → $4–7B over the next decade Aerospace & defence: ~$26B → $48B by 2032 Growing faster than global averages. But this is NOT a commodity industry. Entry barriers are massive: 1. Certifications (DGCA, FAA, EASA, CEMILAC) take years 2. Switching costs are high (downtime = huge losses) 3. Requires heavy infra (hangars, tooling, testing systems) ---> Once a company enters the ecosystem, it tends to stay embedded And this is where it gets interesting India now has a set of emerging, highly specialized listed players across this value chain: India Aerospace Value Chain (Listed Small Caps) Precision Manufacturing & Components Aequs Limited → integrated aerospace ecosystem (SEZ-led model) Unimech Aerospace & Manufacturing Limited → high-precision tooling & assemblies MTAR Technologies Limited → precision manufacturing for aerospace & defence Electronics, Avionics & Subsystems Rossell Techsys Limited → deep relationship with Boeing DCX Systems Limited → harnesses & electronic subsystems Paras Defence and Space Technologies Limited → optics, space & defence electronics Astra Microwave Products Limited → radar & RF systems Apollo Micro Systems Limited → embedded avionics systems Sigma Advanced Systems Limited → electronic warfare & avionics Tooling, Integration & Engineering Systems TechEra Engineering (India) Limited → precision tooling MRO equipment CFF Fluid Control Limited → fluid systems for aerospace/defence MRO, Systems & Infrastructure Sika Interplant Systems Limited → defence MRO system upgrades Taneja Aerospace & Aviation Limited → owns rare private airfield infra Specialized Inputs & Critical Components Premier Explosives Limited → propellants & aerospace chemicals High Energy Batteries (India) Limited → aerospace & defence batteries India’s aerospace opportunity is not a single-company story; it’s a full-stack ecosystem spanning tooling, electronics, MRO, and precision manufacturing #Aequs #RossellTechsys #UnimechAerospace #SikaInterplant #TanejaAerospace #DCXSystems #TechEraEngineering #MTARTechnologies #ParasDefence #AstraMicrowave #ApolloMicroSystems #SigmaAdvancedSystems #CFFFluidControl #PremierExplosives #Aerospace #Defence #MRO #HighEnergyBatteries. .

Pre-Market Update!! "EVs, defence deals, solar orders & global JVs - India's growth engine is firing on all cylinders today!" • MEGA NIRMAN – Mega Charge & NHEV Mega Charge has forged a strategic alliance with NHEV to build EV charging infrastructure across a sprawling 5,500 km e-highway corridor. The venture will establish 660 charging stations along critical national routes, accelerating India's electric mobility transition. #MEGANIRMAN • BSE – IT Index Derivatives Markets regulator SEBI has greenlit BSE to introduce derivatives on the newly created "BSE Focused IT Index," a benchmark tracking 14 technology firms. The approval broadens BSE's derivatives suite and deepens market participation in the IT sector. @BSEIndia • US Jobless Claims America's weekly unemployment filings climbed to 219,000, surpassing analyst projections of 210,000, signalling a modest cooling in the labour market. The uptick bolsters expectations of a potential Federal Reserve rate reduction in the coming months. #USJoblessClaims • Saatvik Green – Solar Order Saatvik Green Energy's subsidiary, Saatvik Solar Industries, has secured a fresh Solar PV module supply contract valued at ₹108.75 crore. The order reinforces the company's expanding footprint in India's rapidly growing renewable energy manufacturing landscape. @SaatvikSolar • CFF Fluid Control – Navy Order Fluid control specialist CFF Fluid Control has clinched a significant defence procurement contract worth ₹78.7 crore from the Indian Navy, strengthening its presence in the domestic defence supply chain and indigenous manufacturing ecosystem. #CFFFluidControl • India – Iron Ore Imports India's iron ore imports have surged to a seven-year peak in FY26, driven by robust domestic steel production growth. Rising steelmaker demand is outpacing local ore availability, compelling mills to increasingly rely on overseas supply sources. #IronOre • BHEL – South Korea Collaboration State-owned engineering giant BHEL has inked a Technology Collaboration Agreement with South Korea's E2S Company Ltd, focusing on advanced excitation systems for synchronous machines encompassing both Static Excitation (SEE) and Brushless AVR technologies. @BHEL_India • Dilip Buildcon – Gujarat Order Infrastructure developer Dilip Buildcon has secured an EPC contract worth ₹268 crore in Gujarat, further bolstering its order book. The win underlines the firm's continued traction in road and civil construction projects across western India. @dilipbuildcon • Adani Green - UAE JV Adani Green's UAE subsidiary AGEL UAE has entered a joint venture with Minerva, an arm of IHC Group the UAE's largest listed conglomerate with a market capitalisation of ~$230 billion to co-develop international renewable energy projects. @AdaniGreen

CFF Fluid Control Bags ₹78.74 Cr Indian Navy Deal, Boosts Defence Play capitalmarket.com #CFFFluidControl #IndianNavy #DefenceContract #MakeInIndia #DefenceSector #NavalProjects #EngineeringExcellence #IndiaDefence #StrategicWin #OrderWin #Infrastructure #IndustrialGrowth #GrowthStory #AatmanirbharBharat #DefenceManufacturing #ContractWin #MarketBuzz #IndiaInc #EconomicGrowth

CFF FLUID CONTROL ✅ Secures ₹14.14 Cr order from Indian Navy 🇮🇳 ✅ Order awarded by Material Organisation ✅ Focus: Equipment procurement ✅ Strong validation of defence capabilities ✅ Execution timeline: By March 2027 #CFFFluidControl #IndianNavy #DefenceSector #OrderWin

#CFFFluidControl: From component manufacturer to advanced solutions for naval and submarine systems, our equity research team @LawofInvesting breaks down full journey of a niche submarine & naval systems player riding: ✔ Naval modernization tailwinds ✔ Submarine ecosystem growth ✔ System integration transition With potential mainboard migration in months to come, with healthy order book, consistent top line and bottom line expansion, is this an emerging niche defence compounder? Link for Youtube Video: youtu.be/-2cchV2rgGA

CFF Fluid Control Ltd receives order worth Rs. 3.67 crores #CFFFluidControl #OrderWin equitybulls.com/category.php…

Ship building sector tailwind, indeed... Few links to study key beneficiaries 1. Tier-wise flow chart x.com/SidNayak7/status/19823… 2. Rappid Valves x.com/SidNayak7/status/19823… 3. Krishna Defence x.com/SidNayak7/status/19875… Few other quality Tier 3 stocks to study for future outlook #ApolloMicro #CFFFluidControl #shreerefrigerations Discl. Some of the stocks may be overvalued. Have clarity before any decision-making #SME #investing

CFF Fluid Control Ltd receives contract worth Rs. 10.95 crores #CFFFluidControl #OrderWin equitybulls.com/category.php…

🚨 CFF Fluid Control Secures ₹27.74 Cr Indian Navy Order 👉🏻 CFF Fluid Control Ltd received an LOI from the Indian Navy’s Material Organisation. 👉🏻 Order is for procurement of various equipment for the P75 submarine project. 👉🏻 Order value: ₹27.74 Cr (including tax). 👉🏻 Delivery timeline: by March 2026. #Defence #IndianNavy #MakeInIndia #P75 #CFFFluidControl #CFF

CFF Fluid Control Ltd receives LOI worth Rs. 27.74 crores #CFFFluidControl #OrderWin #LOI equitybulls.com/category.php…

🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚 🚨 CFF Fluid Control Secures Navy Equipment Contract 🔽 - CFF Fluid Control received a Letter of Intent (LOI) worth ₹27.74 crores. - The LOI is for equipment supply to the Indian Navy's P75 Project. - Delivery is scheduled to be completed by March 2026. #CFFFluidControl

CFF Fluid Control Ltd receives LOI for order worth Rs. 11.69 crores #CFFFluidControl #LOI #OrderWin equitybulls.com/category.php…

#CFFFluidControl 11.69 cr order (src: WhatsApp alert from finq.in)

#CFFFluidControl 🚀 CRISIL upgrades to BBB /Stable/A2 (from BBB/Positive/A3 ) FY25 vs FY24: 🔹Sales ₹146 Cr ⬆️37% (₹107 Cr) 🔹PAT ₹23.9 Cr ⬆️48% (₹16.1 Cr) 🔹PAT margin 16.4% ⬆️130 bps (15.1%) 🔹Cash accruals >₹28 Cr Balance sheet: 🔹FPO ₹87.75 Cr (Jul’25) 🔹Order book ₹537 Cr (Jul’25) 🔹Gearing 0.15x ⬇️ (0.20x) 🔹ICR 18.1x ⬆️ (12.6x) 🔹TOL/ANW 0.37x ⚠️ WC cycle 402 days (high) Strengths: Defence empanelment, 🇫🇷 tie-ups Risks: Tender-based biz, WC intensive #CreditRatings #Defence

📢 CFF Fluid Control Limited BSE: 543920 Potential Impact: Positive Revision of Credit Rating 1. CFF Fluid Control Limited's credit rating has been upgraded. 2. The new credit rating is BBB /Stable/A2'. 3. The previous credit rating was BBB/Positive/A3 '. 4. This disclosure is made pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. #CFFFluidControl #StockMarket #Updates ⚠️ Disclaimer: This update is for informational & educational purposes only, sourced from public announcements. Not investment advice. I am not SEBI registered. 📡 This channel provides real-time updates as and when announced on BSE. 🔔 Follow to stay updated!

CFF Fluid FPO Lists at 621 .. 🚀🙏🤩 6% gain who apply after my message or watched my videos. I clear cut inform everyone to apply in this FPO.. Sabhi jagh negativity ti. sabhi avoid bol rhe the. Result apke samne hh.. #CFFFluidControl #CFFfluid #IPO

@nishkumar1977 @Sahilpahwa09 @DilipSharma31 #MOU between #GRSE & #CFFFluidControl

🔁 FPO in focus: 🔹 CFF Fluid Control (Already listed on BSE) – ₹87.75 Cr issue | ₹585/share | Opens Jul 9 #FPO #CFFFluidControl #CapitalMarkets #BSE

⚓ CFF Fluid Control bags ₹4.94 Cr order from GRSE 👉🏻 Order from: Garden Reach Shipbuilders & Engineers Ltd (GRSE) 👉🏻 Scope: Supply of spares for 3 ship sets under P17A project 👉🏻 Order Value: ₹4.94 crore (incl. taxes) 👉🏻 Delivery Deadline: Dec 2025 #CFF #CFFFluidControl #GRSE #Defence #Shipbuilding #OrderWin #P17A