Smart Sync Investment Advisory Services

Dear Valued X (Twitter) Community, We are pleased to announce an important transition at Smart Sync Services (SSS). Moving forward, the @SmartSyncServ will be led by Akhilesh (@akhileshnpathak) and his accomplished team of Fund Managers, CAs and CS with a combined 30+ years of capital markets experience in managing portfolios & family offices investments. Under Akhilesh’s leadership, Smart Sync Services will focus on an exciting array of future endeavors, including SEBI-registered investment advisory, in-depth research analysis under SEBI RIA, and Portfolio Management Services (PMS). This marks a significant step forward in our commitment to providing trusted, high-quality financial & investment services. We kindly request you to take note of these updates as we continue to evolve and serve you better. Ankit (@kanodiaankit12) and his team have embarked on a new journey with the establishment of Zen Nivesh (@ZenNivesh). They will continue to deliver their existing services under this new banner. Thank you for your unwavering support and trust in us. We look forward to your continued encouragement & support on this journey. Warm regards, The Smart Sync Services Team

@Ramkuma66261700 Still high as per our evaluation.

@SmartSyncServ What is your view on valuations ?

5-Min Stock Idea Jyoti CNC Automation Ltd Our team puts in a lot of efforts to read ARs, ppts, concall transcripts & credit rating reports to write 1-page crisp report for our community. If you find value, plz "Retweet" to help us reach out & educate max investors.🙏 SEBI Disclosure: This content is intended solely for educational purposes and does not constitute a recommendation.

@EstoyListo4 You are right. This is not a recommendation. Pls read the entire thread.

@SmartSyncServ Sir, why are you misleading people? Aequs has negative PE ratio, negative ROE, very low ROCE, "not low" Debt, EV/EBITDA ~62x with negative margins. These metrics do not inspire an optimistic view, instead they signal losses, poor capital efficiency and dilution risks.

A hidden “Make in India” aerospace + electronics play that’s quietly building scale. • Tier-1 supplier to Airbus & Boeing • Massive $814mn orderbook • New entry into Apple-like supply chain But here’s the catch 👇 Loss-making today… yet built for exponential scale🧵

@shahparag2000 You are right. This is not a recommendation. Pls read the entire thread.

completely unknown rating agency - never even heard its name - that too withdrew its rating ... no rating report availabe after august 25 , more then 500 crore capital base , 850 crore debt , huge loss making i think , return of capital is more important then return on capital to make profit ...first company need to survive !!!

"In investing, if you stay rational, the stupidity of the world will help you." ~ Charlie Munger

6/6 Conclusion Aequs = Proven aerospace + high-risk, high-reward electronics optionality. Execution is everything. SEBI Disclosure: This content is intended solely for educational purposes and does not constitute a recommendation.

5/6 How does Aequs stack up vs peers? • Aerospace: Competes with global Tier-1s (still a scale gap) • Electronics: Early vs established EMS players • Margins: Lower (capex-heavy phase) • Growth: Higher potential vs mature peers (if execution delivers) Risks: High capex → rising debt, WC heavy, losses till FY28 Positioning: Hybrid play with execution-led upside.

@sunilgurjar01 @nikhilkamathcio made a very valid point abt relative valuations being high in India in 2023. As Nick Sleep said, “Good investing is a minority sport, which means that to earn returns better than everyone else we need to be doing things different from the crowd.

“I think it’s disservice to people when everyone on TV says only bullish stuff about India.” “India’s story is great but if you go to another countries, the narrative is same for their own country” (Ramdeo Agarwal was sitting beside) - Nikhil Kamath. Jan’23

We’re seeing extreme market volatility, but these kinds of swings & chaos are normal. We just need to look beyond these gyrations. "I've had my Berkshire stock decline by 50% three times and it doesn't bother me that much. It's a part of the game." ~ Charlie Munger. If the underlying fundamentals of businesses are good, prices will eventually bounce back.

India is about to invest ₹33,660 Cr into manufacturing infrastructure. But this isn’t just another scheme… It could reshape India’s industrial future. 🚨 Here’s everything investors should know 👇

"Bubble is more of a state of mind than a quantitative calculation." ~ Howard Marks When investors believe a business is so disruptive that it'll completely dominate the future & no price is too high, bubbles get formed. Cisco went up 20x & declined 88% later. Similar rise & fall in Amazon.

@SmartSyncServ Conviction often outweighs diversification when opportunities are rare.

9/10 Final view: BHAVYA is not just a policy… It’s a long-term manufacturing bet on India If executed well → 👉 Lower costs 👉 Higher exports 👉 Strong GDP push Follow for more such deep dives 📊

8/10 But risks? ⚠️ • Execution depends on states • Land acquisition challenges • Delays in approvals 👉 “Ease of doing business” will decide success