2/ #JETFREIGHT: Company raised ₹67.37 crore via warrants issue to promoters and investors. (Neutral) #ZEEL: Board to consider equity fundraise on June 10. (Neutral) #ASMTECH: Board approves fund raise of up to ₹500 crore via QIP and other routes. (Neutral)

ASM TECH Q4 : CEO HIGHLIGHTS STRONG ORDER VISIBILITY & GLOBAL EXPANSION 🚀🌍 • 📈 Management said company continues to witness strong business traction and order visibility, supporting growth momentum • 🤝 During Q4FY26, company strengthened capabilities through strategic investments in Myelin Foundry (20% stake) and Asmaitha Wireless (51% stake) • ⚙️ Investments expand presence across engineering design, embedded systems, firmware and wireless technologies • 🏭 Company commissioned 3 new manufacturing facilities in FY26 — 2 in Bengaluru and 1 in Vietnam • 🌐 Total manufacturing facilities increased to 7, expanding global production capacity • 💰 Company also received approval under the ECMS scheme for ₹565 Cr investment in high-precision electronics manufacturing equipment • 🎯 Management remains focused on customer expansion, capability enhancement and long-term growth initiatives 🟢 Impact: Positive (Capacity expansion, strategic technology investments and strong order visibility support long-term growth outlook) #ASMTech #Q4Update #CorporateUpdate #ElectronicsManufacturing #GrowthStory #IndianMarkets

India's Silicon Revolution Is Loading 📊🔥 ( #Semiconductor Stocks ) Bookmark & Repost 🔖 🔹HCL Technologies — #HCLTECH 🔹Bharat Electronics — #BEL 🔹Vedanta — #VEDL 🔹CG Power & Industrial — #CGPOWER 🔹Dixon Technologies — #DIXON 🔹Tata Elxsi — #TATAELXSI 🔹ABB India — #ABB 🔹Havells India — #HAVELLS 🔹Polycab India — #POLYCAB 🔹Hitachi Energy India — #POWERINDIA 🔹MosChip Technologies — #MOSCHIP 🔹SPEL Semiconductor — #SPEL 🔹RIR Power Electronics — #RIR 🔹MIC Electronics — #MICEL 🔹ASM Technologies — #ASMTECH 🔹Kaynes Technology — #KAYNES Dis - Not Buy Sell reco ✅

🇮🇳 India’s Silicon Revolution Is Loading! 📊🔥 The semiconductor wave is building… and smart money is tracking the movers 👀 💡 With government incentives, global chip shifts, and Make-in-India momentum — this space could define the next decade. 🔋 Semiconductor & Electronics Plays to Watch: 🚀 HCLTECH
⚙️ VEDL
🔌 CGPOWER
📱 DIXON
🎨 TATAELXSI
🏭 ABB
💡 HAVELLS
🔌 POLYCAB
⚡ POWERINDIA
🧠 MOSCHIP
💿 SPEL
🔬 RIR
🖥 MICEL
🏗 ASMTECH
🔥 KAYNES TECH – currently trading at attractive levels 👀 📈 From chip design to manufacturing, EMS to power infra — the ecosystem is expanding fast. ⚠️ Not a recommendation. Do your own research. #Semiconductor #MakeInIndia #StockMarketIndia #Investing #MultibaggerPotential 🚀

India's Silicon Revolution Is Loading! 📊🔥 ✅Semiconductor Stocks - HCLTECH - VEDL - CGPOWER - DIXON - TATAELXSI - ABB - HAVELLS - POLYCAB - POWERINDIA - MOSCHIP - SPEL - RIR - MICEL - ASMTECH - KAYNES Tech ( available at very discounted price)

India's Silicon Revolution Is Loading! 📊🔥 ( Semiconductor Stocks ) Bookmark & Repost 🔖 - HCLTECH - BEL - VEDL - CGPOWER - DIXON - TATAELXSI - ABB - HAVELLS - POLYCAB - POWERINDIA - MOSCHIP - SPEL - RIR - MICEL - ASMTECH - KAYNES

India's Silicon Revolution Is Loading! 📊🔥 ( Semiconductor Stocks ) Bookmark & Repost 🔖 - HCLTECH - BEL - VEDL - CGPOWER - DIXON - TATAELXSI - ABB - HAVELLS - POLYCAB - POWERINDIA - MOSCHIP - SPEL - RIR - MICEL - ASMTECH - KAYNES

India’s Semiconductor Era is just getting started🇮🇳 #SiliconIndia #ChipBoom HCLTECH • BEL • VEDL • CGPOWER • DIXON • TATAELXSI • ABB • HAVELLS • POLYCAB • POWERINDIA • MOSCHIP • SPEL • RIR • MICEL • ASMTECH • KAYNES Not a recommendation✅ t.me/stoxburner

India's Silicon Revolution Is Loading 📊🔥 ( #Semiconductor Stocks ) Bookmark & Repost 🔖 🔹HCL Technologies — #HCLTECH 🔹Bharat Electronics — #BEL 🔹Vedanta — #VEDL 🔹CG Power & Industrial — #CGPOWER 🔹Dixon Technologies — #DIXON 🔹Tata Elxsi — #TATAELXSI 🔹ABB India — #ABB 🔹Havells India — #HAVELLS 🔹Polycab India — #POLYCAB 🔹Hitachi Energy India — #POWERINDIA 🔹MosChip Technologies — #MOSCHIP 🔹SPEL Semiconductor — #SPEL 🔹RIR Power Electronics — #RIR 🔹MIC Electronics — #MICEL 🔹ASM Technologies — #ASMTECH 🔹Kaynes Technology — #KAYNES Dis - Not Buy Sell reco ✅

We hv shift our focus on AI , Data centre , semiconductor company , check list 💥🔥 Infosys Anthropic AI collaboration 🚀 TCS AMD collaboration for AI Data centre 🚀 Semiconductors #Moschip #Mindteck #ASMtech #CGpower Data centre stocks #Railtel #blackbox #Anantraj #Aurioprono #Marine GPU #E2E #Netweb Power sector #TARIL ( Transformer rectifier) #TDpower #Advaitenergy #HPLelectric #siemensenergy #stock #stockmarkets @aditya_kondawar @AimInvestments @anuragsingh_as @EagleEyesTrades @Curious_Com_ @KommawarSwapnil Join for more t.me/eagleeyesmarketanalysis

Dividend Stocks to Watch Next Week 📅 Monday – Feb 9 • $BDL — ₹4.50 • $POWERGRID — ₹3.25 • $CONCOR — ₹3.40 • $TRITURBINE — ₹2.25 • $AARTIDRUGS — ₹2.00 • $PRITHVIEXCH — ₹1.50 📅 Tuesday – Feb 10 • $TCI — ₹9.00 • $APOLLOTYRE — ₹3.50 • $EMAMI — ₹6.00 Also turning ex-dividend: • $NHPC — ₹1.40 • $RITES — ₹1.90 • $TIINDIA — ₹2.00 • $CCL — ₹2.75 • $JUBLINGREA — ₹2.50 • $WEALTHFIRST — ₹4.00 • $AURIONPRO • $BANDMW — ₹1.50 📅 Wednesday – Feb 11 • $HEROMOTOCO — ₹110.00 • $CUMMINSIND — ₹20.00 • $JBCHEPHARM — ₹12.70 • $RVNL — ₹1.00 • $DALMIASUG — ₹4.50 • $FDC — ₹5.00 • $ASMTECH — ₹2.50 • $PAGEIND • $UNOMINDA — ₹0.90 📅 Thursday – Feb 12 • $PGHL — ₹160.00 (₹50 special ₹110 interim) • $GATEWAY — ₹2.00 (₹1.25 special ₹0.75 interim) • $SUNTV — ₹2.50 • $REPCOHOME — ₹2.00 • $STARCEMENT — ₹1.00 • $SNOWMAN — ₹0.50 📅 Friday – Feb 13 • $MRF — ₹3.00 • $NMDC — ₹2.50 • $MAZDOCK — ₹7.50 • $BEML — ₹2.50 • $HINDCOPPER — ₹1.00 • $SONATSOFTW — ₹1.25 • $BLS — ₹2.00 • $VRLLOG — ₹5.00 • $SHIVALIK — ₹2.00 • $MINDACORP — ₹0.60 #DividendStocks #ExDividend #WeeklyDividends #IncomeInvesting #IndiaMarkets #StockMarketIndia #NSE #BSE #PassiveIncome #MarketUpdate #InvestingIndia

Dividend Stocks to Watch Next Week 📅 Monday – Feb 9 • $BDL — ₹4.50 • $POWERGRID — ₹3.25 • $CONCOR — ₹3.40 • $TRITURBINE — ₹2.25 • $AARTIDRUGS — ₹2.00 • $PRITHVIEXCH — ₹1.50 📅 Tuesday – Feb 10 • $TCI — ₹9.00 • $APOLLOTYRE — ₹3.50 • $EMAMI — ₹6.00 Also turning ex-dividend: • $NHPC — ₹1.40 • $RITES — ₹1.90 • $TIINDIA — ₹2.00 • $CCL — ₹2.75 • $JUBLINGREA — ₹2.50 • $WEALTHFIRST — ₹4.00 • $AURIONPRO • $BANDMW — ₹1.50 📅 Wednesday – Feb 11 • $HEROMOTOCO — ₹110.00 • $CUMMINSIND — ₹20.00 • $JBCHEPHARM — ₹12.70 • $RVNL — ₹1.00 • $DALMIASUG — ₹4.50 • $FDC — ₹5.00 • $ASMTECH — ₹2.50 • $PAGEIND • $UNOMINDA — ₹0.90 📅 Thursday – Feb 12 • $PGHL — ₹160.00 (₹50 special ₹110 interim) • $GATEWAY — ₹2.00 (₹1.25 special ₹0.75 interim) • $SUNTV — ₹2.50 • $REPCOHOME — ₹2.00 • $STARCEMENT — ₹1.00 • $SNOWMAN — ₹0.50 📅 Friday – Feb 13 • $MRF — ₹3.00 • $NMDC — ₹2.50 • $MAZDOCK — ₹7.50 • $BEML — ₹2.50 • $HINDCOPPER — ₹1.00 • $SONATSOFTW — ₹1.25 • $BLS — ₹2.00 • $VRLLOG — ₹5.00 • $SHIVALIK — ₹2.00 • $MINDACORP — ₹0.60 #DividendStocks #ExDividend #WeeklyDividends #IncomeInvesting #IndiaMarkets #StockMarketIndia #NSE #BSE #PassiveIncome #MarketUpdate #InvestingIndia

#Q3FY26 Mainboard #results on 31st Jan - Blockbuster Set – Fujiyama Power (#UtlSolar ) Solid Set - RR Kabel (#RRKabel ) Delhivery (#Delhivery ) Manaksia Steel (#ManakSteel ) Sun Pharma (#SunPharma ) Servotech Renewables (#Servotech ) Zen Tech (#ZenTech ) - Solid Yoy, Flattish QoQ Sambhv Steel (#Sambhv ) - Solid Yoy, down QoQ ASM Tech (#ASMTech ) - Solid YoY, down QoQ Good/Decent Set – Finolex Inds (#FinPipe ) - Rev down, margins bounce back Studds Accessories (#Studds ) High Energy Batteries (#HighEne ) Ratnaveer Precision (#Ratnaveer ) Birla Corp (#BirlaCorp ) - Rev down, margins bounce back Sirca Paints (#Sirca ) Affle 3i (#Affle ) Arfin India (#Arfin ) Shilchar Tech (#ShilcTech ) IKIO Tech (#IKIO ) Belrise (#Belrise ) Turnaround – ZF Steering (#ZFSteering )

Good #Q3FY26-31/1/26 till 9pm Fujiyama Power Systems #Fujiyama #UTLSolar Solid Q3FY26 More than 2x YoY,10-12% QoQ growth Rev at 588cr vs 338cr, Q2 at 568cr PBT at 89cr vs 40cr, Q2 at 83cr PAT at 67cr vs 30cr, Q2 at 62cr Higher finance costs and depreciation due to new capacity commisioned in Q3 Delhivery #Delhivery Good Q3FY26 Highest ever set 200 cr EBITDA quarter Rev at 2805cr vs 2378cr, Q2 at 2559cr Other income at 77cr vs 98cr, Q2 at 92cr EBITDA at 209cr vs 103cr, Q2 at 68cr OPM at 7.4% vs 4.3%⏫310bps Big margin expansion QoQ and YoY PBT at 62cr vs 26cr, Q2 was a loss qtr Exceptional loss of 27cr due to labour code changes Adj PAT at 66cr vs 26cr Express parcel at 295 million shipments ⏫43% Part truck load at 500k MT⏫23% Belrise Industries #Belrise Good Q3FY26, slightly lower QoQ Healthy YoY Rev at 2340cr vs 2166cr, Q2 at 2353cr PBT at 177cr vs 130cr, Q2 at 180cr PAT at 122cr vs 100cr, Q2 at 133cr Sambhv Steel Tubes #Sambhv QoQ down, YoY PBT and PAT up 2x Rev at 589cr vs 369cr, Q2 at 580cr PBT at 33cr vs 15cr, Q2 at 41cr PAT at 24cr vs 10cr, Q2 at 31cr Margins down QoQ, lower finance cost YoY Sun Pharma #SunPharma Good Q3FY26 Rev at 15520cr vs 13675cr, Q2 at 14478cr PBT at 4716cr vs 3792cr, Q2 at 4168cr One off expenses due to labour code changes at 489cr PAT at 3381cr vs 2913cr, Q2 at 3125cr Affle 3i #Affle #Affle3i Steady,good consistent set with good Q3FY26 However, growth rate has slowed down to 20% on topline now from earlier 25% and 30% as the base has become bigger Rev at 717cr vs 602cr, Q2 at 647cr EBITDA ⏫24% at 263cr with decent margin expansion PBT at 146cr vs 121cr, Q2 at 135cr PAT at 119cr vs 100cr, Q2 at 111cr IDFC First Bank #IDFCBank #IDFCFirstB Rev at 12541cr vs 11122cr, Q2 at 11828cr PPOP at 2009cr vs 1760cr, Q2 at 1875cr PBT at 611cr vs 422cr, Q2 at 424cr PAT at 478cr vs 340cr, Q2 at 348cr GNPA down sharply QoQ and YoY NNPA flattish RoA at 0.51% vs 0.41% Zen Technologies #ZenTech Decent Q3FY26 Lumpiness in qtrly revenues Rev at 178cr vs 152cr, Q2 at 174cr Other income at 16cr vs 22cr, Q2 at 25cr PBT at 73cr vs 53cr, Q2 at 72cr Adj for other income difference Sirca Paints #Sirca Good Q3FY26, despite some disruptions to the operation in December Q3 is historically lean vs Q2 So QoQ can't be compared Rev at 113cr vs 89cr, Q2 at 131cr PBT at 20.4cr vs 15.5cr, Q2 at 24.4cr PAT at 15cr vs 11.4cr 27% growth in rev 48% growth in EBITDA Manaksia Steels #ManakSteel #ManaksiaSteel Highest ever revenue, EBITDA, PBT and PAT in comps history Solid QoQ and YoY uptick across all parameters Rev at 318cr vs 160cr, Q2 at 263cr EBITDA at 18cr vs 6cr, Q2 at 13cr PBT at 13cr vs 2cr, Q2 at 6cr PAT at 10cr vs 2cr, Q2 at 4.5cr Ratnaveer Precision #Ratnaveer Rev at 269cr vs 254cr, Q2 at 286cr PBT at 17cr vs 13cr, Q2 at 20cr ZF Steering #ZFSteering Rev at 143cr vs 118cr, Q2 at 121cr PBT at 12cr vs loss Q2 at 0.1cr PAT at 7cr vs loss in last 2 qtrs Birla Corporation #BirlaCorp Rev down at 2158cr vs 2256cr, Q2 at 2207cr Rev down,Volumes down, prices were impacted in Central India PBT at 114cr vs 41cr, Q2 at 131cr One off expenses at 34cr PAT at 53cr vs 31cr, Q2 at 90cr Adj PAT at 87cr vs 31cr Shilchar Technologies #Shilchar Poor show compared to peers like TARIL and Atlanta Modest revenue growth, QoQ degrowth when H2 is supposed to be better than H1 Rev at 170cr vs 154cr, Q2 at 171cr PBT at 57cr vs 47cr, Q2 at 62cr ASM Technologies #ASMTech Good YoY, sharp degrowth QoQ Rev at 116cr vs 65cr, Q2 at 154cr PBT at 16cr vs 8cr, Q2 at 26cr PAT at 9cr vs 5cr, Q2 at 19cr Ind Swift Labs #IndSwift Rev at 149cr vs 12qcr, Q2 at 50cr Higher other income at 28cr vs 17cr, Q2 at 18cr PBT at 23cr vs loss, Q2 at 11cr Seshasayee Paper #SeshaPaper Rev down sharply at 386cr vs 431cr PBT at 21cr vs 5cr,flat QoQ (adj for other income) #Arfin Rev at 188cr vs 180cr, Q2 at 128cr PBT at 7.8cr vs 4.5cr, Q2 at 3.7cr #CreativeCastings Rev at 15cr vs 9cr, Q2 at 13cr PBT at 2.1cr vs 1cr, Q2 at 1.5cr

ASM Technologies continues its massive growth trajectory! Key highlights from #Q3FY26: ✅ Revenue up 79% YoY to ₹116 Cr ✅ 9M FY26 Revenue grew 126% YoY to ₹393 Cr ✅ Commissioned 2 new manufacturing facilities in Bengaluru ✅ New subsidiary launched in Vietnam 🇻🇳 Strong visibility in DLM & ER&D segments. 📈 #ASMTech #StockMarketIndia #Semiconductors #Manufacturing #Results

#ASMTECH attractive at ₹4624 / CMP 2882 #KMEW attractive at ₹1800 / CMP 1585 #AXISCADE attractive at ₹1700 / CMP 1152 #Aimtron attractive at ₹1000 / CMP 717 #pricol attractive at ₹700 / CMP 581 #SJS attractive at ₹1800 / CMP 1550 #Gabriel attractive at ₹1400 / CMP 900

Valuation series -10 🔖🔖🔖 semiconductor industry Wait for the mouthwatering price 1️⃣ASM Technology Ltd From 140 to PE to 80 Mukul Agarwal sir invested in this company #asmtech #Valuation Dis- only discuss the Data

STOCKS TO WATCH NOW 🔥 BOOKMARK THIS POST ✅️ #HAL #CDSL #NSDL #BSE #HDFCAMC #NETWEBTECH #CUPID #ASMTECH #TECHM FOLLOW LIKE REPOST TO GET A SURPRISE GIFT 🎁 #StockMarket

🚨Breaking 🇮🇳 PM Modi at G20 — Key Statements & Beneficiary Stocks 👉 “India must build secure, resilient supply chains.” HAL, BEL, BDL, L&T #HAL #BEL #BDL #LT 👉 “Climate action must be equitable — India leads with green innovation.” Adani Green, NTPC, JSW Energy, NHPC #AdaniGreen #NTPC #JSWEnergy #NHPC 👉 “Green Hydrogen will drive the next era of sustainable growth.” Reliance, L&T, Adani New Industries #Reliance #LT #Adani 👉 “We must promote trusted, open-source digital public infrastructure.” TCS, Infosys, HCL Tech, Tata Elxsi, Coforge #TCS #Infosys #HCLTech #TataElxsi #Coforge 👉 “Global supply chains must be diversified and secure.” Tata (semis), Dixon, Syrma, ASM Tech #Tata #Dixon #Syrma #ASMTech 👉 “India’s space ecosystem is open for global collaboration.” L&T, HAL, BEL, Walchandnagar #LT #HAL #BEL #Walchandnagar 👉 “Infrastructure for Global South is a key priority.” Adani Ports, IRCON, RVNL, GR Infra, KEC #AdaniPorts #IRCON #RVNL #GRInfra #KEC 👉 “Food security & fertilizer availability must be ensured.” Chambal, Coromandel, NFL #Chambal #Coromandel #NFL