CSTM (Chandu Stock Market News)

🔷 🟢 DEFENSE STOCKS – BIG UPDATE 🚀 ▪️ DRDO will give missile production to private companies (DCPP model) ▪️ private firms will work directly with DRDO 👉 impact: ▪️ more orders 🟢 ▪️ long-term contracts 🟢 ▪️ high margin business 🟢 👉 beneficiaries: ▪️ Solar Industries ▪️ Premier Explosives ▪️ Apollo Micro 🔷 🎯 FINAL 👉 big long-term positive for defense stocks 🟢

🔷 🟢 TARC – SALES & CASH FLOW Q4 UPDATE 🏗️ 🔷 🟢 1. SALES (REVENUE) 💰 ▪️ FY26 sales = ₹1,373 Cr ▪️ Q4 sales = ₹396 Cr 👉 meaning: ▪️ company sold properties worth this amount ▪️ higher sales = good demand 🟢 🔷 🟢 2. BUSINESS CASH FLOW 💵 (VERY IMPORTANT) ▪️ FY26 cash flow = ₹1,132 Cr ▪️ Q4 cash flow = ₹223 Cr 👉 meaning: ▪️ actual money received from customers ▪️ not just booking, real cash coming in 🟢 🔷 🟢 3. WHY CASH FLOW IMPORTANT? 👉 real estate example: ▪️ sales = flats booked ▪️ cash flow = money collected 👉 if cash flow high: ▪️ company gets liquidity ▪️ can repay debt ▪️ can start new projects 🔷 🟢 4. GOOD OR BAD? ▪️ sales strong 🟢 ▪️ cash flow also strong 🟢 👉 very important point: ▪️ cash flow almost equal to sales → very healthy 🔷 🎯 FINAL VIEW 👉 strong demand + strong cash collection = positive 🟢 🔷 🚀 ONE LINE 👉 TARC is not only selling projects but also collecting real cash — strong financial health signal 🟢

Repco Home Finance: Whiteoak Capital Mutual Fund bought 3.47 Ik shares for 384 per share.

🔷 MUKUL AGRAWAL – SHAREHOLDING UPDATE 📊🟡 ▪️ 🟡 UNIFIED DATA-TECH SOLUTIONS LTD ▪️ stake unchanged at 5.25% → 5.25% ▪️ steady holding – no fresh action ▪️ 🟡 YATHARTH HOSPITAL & TRAUMA CARE SERVICES LTD ▪️ stake unchanged at 1.14% → 1.14% ▪️ holding intact – neutral stance 🟡 FINAL TAKE ▪️ no buying or selling ▪️ stable portfolio – wait & watch mode ♻️ repost for more smart money tracking 🛑 not investment advice

🔷 ICICI PRUDENTIAL LARGE & MIDCAP FUND – QUICK UPDATE 📊🟢 ▪️ 🟢 IRCTC LTD ▪️ stake increased from 1.28% → 2.61% 📈 ▪️ big accumulation (~133 bps) 👉 positive signal – strong institutional confidence ♻️ repost for more updates 🛑 not investment advice

🔷 MOTILAL OSWAL FUNDS – SMART MONEY MOVES 📊🔥 ▪️ 🟢 MOTILAL OSWAL LARGE & MIDCAP FUND → WAAREE ENERGIES LTD ▪️ stake increased to 1.97% (new entry) 📈 ▪️ fresh buying – strong interest in solar/renewable theme ☀️⚡ ▪️ 🟢 MOTILAL OSWAL FOCUSED FUND → MTAR TECHNOLOGIES LTD ▪️ stake increased from 2.61% → 3.07% 📈 ▪️ clear accumulation – high conviction in defence/space play 🚀 🟢 INSIGHT ▪️ capital shifting towards high-growth sectors ▪️ renewable energy + defence manufacturing in focus 🟢 FINAL TAKE ▪️ 🟢 fresh entry (Waaree) + increased bet (MTAR) ▪️ indicates bullish stance on emerging themes ♻️ REPOST FOR MORE SMART MONEY TRACKING 🛑 disclaimer: shareholding data, not investment advice

🔷 ICICI PRUDENTIAL LIFE – SHAREHOLDING UPDATE 📊🟢 ▪️ 🟢 KPIT TECHNOLOGIES LTD ▪️ stake increased from 1.67% → 1.85% 📈 ▪️ ~18 bps accumulation in latest quarter 🟢 INSIGHT ▪️ smart money increasing exposure in high-growth auto-tech (ER&D) space ▪️ kpit continues to benefit from EV + software transformation theme 🟢 FINAL TAKE ▪️ 🟢 positive signal – institutional confidence rising ▪️ indicates long-term growth visibility intact ♻️ REPOST FOR MORE SMART MONEY TRACKING 🛑 disclaimer: shareholding data, not investment advice

🔷 ASHISH KACHOLIA PORTFOLIO UPDATE – SMART MOVES & EXITS 📊🔥 ▪️ 🟢 CONCORD CONTROL SYSTEMS LTD ▪️ stake increased from 1.21% → 1.45% 📈 ▪️ positive signal – accumulation continues ▪️ 🟡 THOMAS SCOTT INDIA LTD ▪️ stake unchanged at 2.10% → 2.10% ▪️ holding steady – wait & watch ▪️ 🟡 SHAILY ENGINEERING PLASTICS LTD ▪️ stake unchanged at 3.22% → 3.22% ▪️ long-term conviction intact ▪️ 🔴 NAMAN INDUSTRIES PROXIMA LTD ▪️ stake reduced from 8.26% → 0% (exit) ⚠️ ▪️ complete exit – negative sentiment ▪️ 🔴 BEW ENGINEERING LTD ▪️ stake reduced from 4.85% → 0% (exit) ⚠️ ▪️ full exit – profit booking / strategy shift ▪️ 🟡 TBI CORN LTD ▪️ stake unchanged at 4.22% → 4.22% ▪️ no change – neutral view 🟢 FINAL TAKE ▪️ 🟢 selective buying in Concord Control ▪️ 🔴 clear exits in 2 companies (Naman + BEW) ▪️ 🟡 rest holdings stable 👉 mixed signals – stock specific strategy, not broad bullish ⚖️ ♻️ REPOST FOR MORE INVESTOR UPDATES 🛑 disclaimer: this is shareholding data summary, not investment advice

POSITIVE for NBFC ✅ RBI permitted NBFCs to open branches without seeking prior approval from the central bank.

#TejasNetworks Ltd Q4FY26:- ➤ Q4FY26 ✓ Revenue ₹333 Cr (vs ₹1,907 Cr YoY, sharp decline) ✓ PBT -₹281 Cr ✓ PAT -₹211 Cr ➤ Order book ₹1,514 Cr (+49% YoY) ➤ Net debt ₹3,531 Cr ➤ Cash ₹505 Cr ➤ Strong international traction with first global 5G order (NEC), successful trials in Americas, and rising demand for 400G/800G solutions ➤ Key role in BSNL’s pan-India 4G rollout using indigenous 4G/5G stack ➤ Selected as IP/MPLS router OEM for BharatNet; delivered 17,000+ routers across multiple states ➤ Launched advanced wireless & wireline products including 64TR MIMO, 4G/5G core, and data center connectivity solutions ➤ Strategic partnership with Rakuten Symphony for Open RAN solutions ➤ Strong R&D momentum with 63 patents filed in Q4; total 676 patents (371 granted)

🔷 SAGILITY – INCOME TAX NOTICE ▪️ Authority: Income Tax Department (Assessment Unit) ▪️ Issue: ▪️ transfer pricing adjustment added income of ₹189.5 Cr ▪️ raised tax demand of ₹100 Cr (including interest) ▪️ Company Action: ▪️ will file appeal against order ▪️ also filing rectification request to reduce demand ▪️ Management View: ▪️ demand is not valid / not sustainable ▪️ expects reduction after correction/appeal ▪️ Impact: ▪️ no material impact on business or financials

#STLNetworksLtd : will hold a Board Meeting on April 18, 2026, to consider a proposal for raising funds via preferential issue of equity shares/ warrants/ convertible securities to promoters/ promoter group entities. The trading window for dealing in the company's securities is closed from April 1, 2026, until 48 hours after the Board Meeting.

🔷 🟢 SAMHI HOTELS – EXPANSION UPDATE 🚀 ▪️ partnership with Ingka Centres 🟢 ▪️ new 162-room upscale hotel (Noida) 🟢 ▪️ part of 2.5 mn sq ft mixed-use project 🟢 👉 impact: ▪️ total inventory +3% 🟢 ▪️ upscale segment +7% 🟢 👉 strategic benefit: ▪️ stronger presence in Delhi NCR 🟢 ▪️ capital-efficient growth (low investment) 🟢 🔷 🎯 FINAL VIEW 👉 smart expansion + premium focus = positive growth signal 🟢 🔷 🚀 ONE LINE 👉 Noida upscale hotel deal boosts SAMHI’s premium portfolio & NCR presence 🟢

FIIS TURN POSITIVE 🔥🔥

INDIAN SOLAR EXPORTERS (+VE) China in early talks to restrict export of advanced solar equipment to US No final rule yet; discussions still at early stage

🔷 🟢 INTERESTING STOCKS – QUICK TRACK 🚀 🔥🔥 🔷 🟢 #1 KRISHANA PHOSCHEM 💥 ▪️ mcap ₹3,514 Cr | PE 19.5x 🟢 ▪️ sales +60% YoY 🟢 ▪️ EBITDA +59% YoY 🟢 ▪️ PAT +153% YoY (huge growth) 🚀 👉 meaning: ▪️ strong earnings growth ▪️ valuation still reasonable ▪️ sector: specialty chemicals / fertilizers 🟢

🔷 🟢 MARINE ELECTRICALS – NEW PLANT STARTED 🚀 ▪️ new plant inaugurated 🟢 ▪️ location: Vadodara (Gujarat) 🟢 ▪️ fully operational now 🟢 👉 meaning: ▪️ ready to take new orders immediately 🔷 🟢 PLANT DETAILS 🏭 ▪️ size: ~51,000 sq ft 🟢 ▪️ adds ~25% extra assembly capacity 🟢 👉 impact: ▪️ higher production capability ▪️ faster execution 🔷 🟢 BUSINESS BENEFIT 💰 ▪️ can handle more demand 🟢 ▪️ improves delivery timelines 🟢 ▪️ better customer servicing 🟢 🔷 🟢 STRATEGIC IMPACT 📈 ▪️ capacity expansion = revenue growth support 🟢 ▪️ strong order execution ability 🟢 🔷 🎯 FINAL VIEW 👉 positive update (growth + capacity boost) 🟢 🔷 🚀 ONE LINE 👉 new Vadodara plant = more capacity + faster growth execution 🟢

🔷 🟢 MARINE ELECTRICALS – ₹115 CR ORDER WIN 🚀 OLD ORDER BUT REMEMBER GOOD ORDERS WIN ▪️ order value ₹115 Cr (ex-tax) 🟢 ▪️ client: Larsen & Toubro (L&T) 🟢 ▪️ project: ▪️ LT panels + electrical systems 🟢 ▪️ for Tata Semiconductor plant (Dholera) 🟢 👉 meaning: ▪️ entry into semiconductor ecosystem 🟢 ▪️ high-growth sector exposure ▪️ work includes: ▪️ supply + installation + testing + commissioning 🟢 ▪️ execution time: ▪️ 18 months 🟢 ▪️ governance: ▪️ no promoter interest 🟢 ▪️ not related party 🟢 🔷 🎯 IMPACT ▪️ strong order inflow 🟢 ▪️ improves revenue visibility 🟢 ▪️ strengthens positioning in infra + semiconductor 🟢 🔷 🚀 ONE LINE 👉 ₹115 Cr semiconductor-linked order = strong growth visibility + new sector entry 🟢

A new capex cycle is unfolding in India’s power ecosystem - and it’s not just renewables anymore. • Storage target: ~888 GWh by FY36 • Transmission pipeline: ~914 GW • Policy support: RPO moving to ~43% by 2030 From capacity payments to energy arbitrage, BESS monetisation is evolving fast. Implication: Multi-year earnings visibility emerging across storage, transmission & grid infra players