𝐀𝐟𝐜𝐨𝐦 𝐇𝐨𝐥𝐝𝐢𝐧𝐠𝐬 (𝐔𝐩𝐝𝐚𝐭𝐞) BIG BREAKING - 𝐁𝐞𝐥𝐨𝐰 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 𝐩𝐨𝐬𝐭 𝐛𝐲 𝐕𝐞𝐥𝐚𝐧𝐚 𝐀𝐢𝐫𝐩𝐨𝐫𝐭 (𝐌𝐚𝐥𝐝𝐢𝐯𝐞𝐬) ✅Another new route addition by Afcom (Maldives), connecting to a Globally Acclaimed Airlines (Etihad) 1. First flight itself at 𝟗𝟎% 𝐥𝐨𝐚𝐝 𝐟𝐚𝐜𝐭𝐨𝐫 !! - 𝟐𝟎 𝐭𝐨𝐧𝐧𝐞𝐬 (𝐬𝐞𝐞 𝐬𝐬) out of 22.5 tonnes flight capacity 2. This schedule will connect to an 𝐄𝐭𝐢𝐡𝐚𝐝 𝐟𝐥𝐢𝐠𝐡𝐭 - one of the leading global airlines ✅Co is 𝐜𝐫𝐞𝐚𝐭𝐢𝐧𝐠 a niche segment for itself - no one has ever thought of this or done this before (Cargo from India to other South East Asian countries, which is then by other leading airlines, connected to European nations, other countries). ✅Dry lease operations started on 18th Dec’24 and already 𝟐 𝐧𝐞𝐰 𝐫𝐨𝐮𝐭𝐞𝐬 𝐚𝐝𝐝𝐞𝐝 𝐰𝐢𝐭𝐡𝐢𝐧 𝟑 𝐰𝐞𝐞𝐤𝐬: 1️⃣ 30Dec’24: Bangkok route added 2️⃣ 11Jan’25: Maldives route added _____________________________________ Walk the talk by management! People worried about the off take / load factor - but company showcasing within 1st month itself, the strong execution capability 1. High profile sector , 2. Co creating a niche & almost monopoly currently 3. Strong experienced Promoters , 4. Massive massive growth potential 5. If execution continues at current pace, trading at just 10-12x FY26E PE Note: Not a reco, DYODD #Afcom #Multibagger

@BeingRaunak Not tracking

No specific reason, at that time felt it ran up too fast too quickly (had gone 3x-4x in 2 months, so I booked) It’s been consolidating since. Will evaluate for re-entry maybe In general, now with EPC valuations returning to normalcy, I feel these stocks will perform only on actual performance / meeting guidance

@mak14ag Thanks 🙏🏻 Entry I always mention straight away. However, exit when I post stock specific, it creates panic and most followers feel stuck then if they don’t get to exit due to lower circuit (happened in Teerth Gopicon) But such kind of an overall update doesn’t lead to panic

@sachin_1601 Bought on listing day at 100. Added at 375 Added at 500

@Ankit_Goyal07 @bliss_of_self @pareek_kp My info on Afcom till date has always been accurate , you can check my previous tweets. Confident this time as well, info should be correct. 2nd aircraft should start operations next week or maximum by 3rd week of Feb

@sachprat07 Yes exactly

There is slight delay in 2nd aircraft’s operations. It is estimated to commence from next week . 1st aircraft is already running 6 schedules a week. No big negative in my view, just slight delay which is inherent risk in this sector (have mentioned risk of delay in each tweet of mine). I continue holding 95% qty.

There is slight delay in 2nd aircraft’s operations. It is estimated to commence from next week . 1st aircraft is already running 6 schedules a week. No big negative in my view, just slight delay which is inherent risk in this sector (have mentioned risk of delay in each tweet of mine). I continue holding 95% qty.

@rretailinvestor Yes will post an update. I continue to hold above all. Only might cut down some exposure in Atmastco to deploy in other opportunities

@ChetanyaMi92042 @Ankit_Goyal07 Holding all. Alpex I’m expecting very strong Q3 and can see 900-1000 levels once again Mason and SA Tech are strong businesses and can continue holding for long term

@mak14ag No.. but finding out and will post an update soon

@Ankit_Goyal07 SME

𝐓𝐫𝐚𝐧𝐬𝐫𝐚𝐢𝐥 𝐋𝐢𝐠𝐡𝐭𝐢𝐧𝐠 Q2 Update - Strong set of numbers Revenue 1096Cr (+19% QoQ ; 12% YoY) EBITDA 12.6% PAT 55Cr✅ (up 10% QoQ ; 20% YoY) On face of it , Q3 seems decent….. …..BUT, above numbers 𝐝𝐞𝐬𝐩𝐢𝐭𝐞 𝟐𝟎 𝐝𝐚𝐲𝐬 𝐨𝐟 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐢𝐧 𝐁𝐚𝐧𝐠𝐥𝐚𝐝𝐞𝐬𝐡 𝐨𝐫𝐝𝐞𝐫 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 (in August) ▶️Means pace of execution 𝐩𝐢𝐜𝐤𝐞𝐝 𝐮𝐩 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭𝐥𝐲 𝐟𝐫𝐨𝐦 𝐦𝐨𝐧𝐭𝐡 𝐨𝐟 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 ✅Can expect 𝐛𝐮𝐦𝐩𝐞𝐫 𝐇𝟐 H2 FY25E: Rev 3500Cr ; PAT 200Cr ✅Additionally, capex plans of 𝟑𝟑𝟎𝐂𝐫 𝐟𝐨𝐫 𝐧𝐞𝐰 𝐭𝐨𝐰𝐞𝐫 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐟𝐚𝐜𝐢𝐥𝐢𝐭𝐲