27 | 🦅 | The world will tell you that you are not worthy, you smile & say, time will tell | ❤️Equity-𓄀 | Micro & Small Caps🔥| Value Research & Analysis 🔍
🌟Invest in India’s New Age Sectors🌟
These are the segments with less crowd & It is the right time to shift your money from other segments to the segment which holds the future with growth🚀🇮🇳
Do share your thoughts on the same ⬇️
👉Hit like or repost it if you want me to
India in a mini-Goldilocks with solid macro & resilient micros 🚀
Capex, manufacturing & infra push to be continue by 🇮🇳 Government
Key economic proposals include the focus on building India as a key manufacturing hub (Electronics, Defense, Aviation, Railways, Renewable
Important Reports/Studies for increasing the knowledge of different sectors in India 🇮🇳 -
✔️Here's a small effort from my side to help you with different reports/studies on various different sectors
🧵If you like it please bookmark and retweet :)
Do comment down ⬇️ the
👉 𝗔𝗶𝗺𝘁𝗿𝗼𝗻 𝗣𝗹𝗮𝗻𝘁 𝗩𝗶𝘀𝗶𝘁 𝗡𝗼𝘁𝗲𝘀-Strictly for only educational & information purposes or for existing shareholders.
👉 Document Full Link-
👉Addition of information
Certifications-
ISO 9001
ISO 14000
ISO 13485 ( for Medical / Medtech )
Rudra Gas- Potential Multibagger- Microcap in City Gas Distribution & Green Hydrogen🧵➡️
Strong foothold and primary area of work is with the City Gas Distribution, Green Hydrogen, Telecom, Power Distribution.
Market Cap ~ ₹160Cr.✅
PE ~ 46.5✅
ROE ~ 56.5%✅
Promoter Holding -
🇮🇳 Bharat has been importing huge quantities of electronic products since decades. In fact, import of electronic products accounts for the second highest import bill. However, there has been a paradigm shift where decades of hardship faced by electronic manufacturing companies
The legend & ace investor himself, Sir Mukul Agarwal has honoured me with a follow.🙏
I will never ever forget his mantra of success - "First become rich in your mind, then in your bank account”.😇
This is unbelievable milestone for me, which will encourage me to keep working
🌟Plant Visit- Largest Recyclers Of PET Bottles In India.
💡Rudra Ecovation- Shiva TexFabs Ltd.
🌟Plastic Recycling Plant Visit- Another Hot & Humid Day, Get to know more about following topics.
👉rPET Recycling
👉rPET Polyester Fibre
👉rPET Flakes & Yarns
👉Manufacturing
In Depth Analysis- Water & Wastewater Treatment Segment🧵
🌟Oveview🌟
▫️What is water treatment?
👉It removes contaminants and undesirable components, or reduces their concentration so that the water becomes fit for its desired end-use. Water treatment plants use different
Covering New Industry - Detailed Thread 🧵 on Internet of Things for Educational Purposes 👉
▪️What is IoT?
👉The Internet of Things (IoT) describes the network of physical objects—“things”—that are embedded with sensors, software, and other technologies
▪️Purpose
👉The
My Bet is on Gem Enviro Management..
Investment Rationales -
🌟Plan to Add 1000 more customers in existing solid client base & strong relationships with companies like Varun Beverages,Coca Cola, SC Johnson, NFL, IFFCO, Mamaearth, Himalaya, Herbalife, Orient Electric,etc. and
💡The Strategic Importance & Role of EPR Consultants in Bharat🇮🇳
🌟Navigating Regulatory Frameworks
👉In India, the regulatory landscape concerning environmental compliance is both dynamic and complex. EPR consultants are well-versed in national and state-level regulations, and
Companies in Shipbuilding & Recycling under my radar 🔍👀
💡Mazagon Dock Shipbuilders
💡Hariyana Ship Breakers
💡Knowledge Marine
💡VMS Industries
💡Inducto Steel
👉If you like the coverage, Hit Like or Repost,Do Share your thoughts⬇️
Note- This is not any stock
🌟Decadal Theme - Ship Building & Green Ship Recycling
👉Minister for Ports, Shipping and Waterways of India will come-up with a new Ship Building and Ship Repair Policy soon under the 100-day action plan
👉Workshop provided a collaborative platform for industry experts,
In Depth Analysis of Recycling Theme ♻️ A thread 🧵 👉
EPR, which stands for Extended Producer Responsibility, is a fundamental requirement for Producers, Importers, and Brand Owners (PIBOs) involved in the generation of Plastic, Battery, or e-waste in India.
❇️How effective is
My Bet is on Effwa Infra & Research Ltd.
👉India zero liquid discharge (ZLD) systems market size is projected to grow at a CAGR of 15% during the forecast period of 2023–2029.
👉Zero liquid discharge (ZLD) water treatment systems are becoming more and more popular as
Zero Liquid Discharge (ZLD) is an advanced treatment process in which almost all wastewater from various industrial processes is treated and reused, therefore leaving behind zero effluent or liquid discharge.
It has applications across multiple industries including oil and gas,
🌟Request for Selection of Electrolyser Manufacturers (EM) for Setting up Manufacturing Capacities for Electrolysers in India under Strategic Interventions for Green Hydrogen Transition
◽️Companies participating in Tenders
👉Advait Infratech 🔥
👉Oriana Power 🔥
👉Adani
India’s National Green Hydrogen Mission,with a substantial investment of ₹19744 crore,aims to incentivize hydrogen production and electrolyzer manufacturing.India could target creating a demand for million tonnes of green hydrogen by 2027
Sky is the limit in it
#GreenHydrogen
Hidden Gem-DCX System- Another Giant In Making!
◽️Market Cap-4200cr
◽️PE- 62
◽️Cmp- 379 rs
◽️Overview
👉DCX Systems Ltd is an India-based company, engaged in system integration and manufacturing of cables and wire harnesses assemblies. It is also involved in kitting and
Shared around 200-50cr mcap, the journey from 200-50 to 600+ was nonstop show..
I will try to keep sharing such important entries for our retail folks, so they can also experience such rides..
#teerthgopicon
#norecommendation
Teerth Gopicon- Just a beginning..
6.8x PAT H-H & YOY🔥
Solid EPS growth H-H & YOY
Looking forward for FY25-26 with multifold numbers & good growth..
1000 cr of solid orderbook as of now which will going to swell..
Going to share detailed analysis soon..
#teerthgopicon
🌟Recycling- Theme for next decade🌟
💫Hit Like or comment , if you want me to cover this in detail⬇️
👉Note - On atleast 500 responses or likes , I will cover this theme along with opportunities.
#ewaste
#recycling
#megatheme
Battery Swapping- The game-changing technology for Electric Vehicles 🧵⬇️
I have visited to Battery Swapping Centre to understand the process, mechanism and insights of this business.
▪️What is Battery Swapping?
👉Battery swapping is a new technology that allows electric
Talk Less! Do More!
Oriana Power - 340 to 2700+
This is how you identify top notch management & high quality business at early stage!
Huge Potential & Opportunity size ahead for them in various different segment, Proper Renewable Theme Play for me..
Note- Educational
Ceinsys Tech Limited- technology-driven company that specializes in offering solutions in the Geospatial, Enterprise engineering, mobility services space
The revenue is primarily derived from its Enterprise Geospatial & Engineering Services segment
MCap-390cr
PE- 11
#Ceinsys
95 per cent of Dedicated Freight Corridor to be ready by March 2024
Kalyani Cast Tech is the listed company approved for triple stack by Indian Railways.
Keep an eye on it, The earnings can blast in future.
DYDD
#KalyaniCastTech
#NoRecommendation
UltraCab Wires-manufacturers and exporters of electric wires + cables in India,having a manufacturing unit in Gujarat.
Market Capital-130Cr
PE- 22
Promoter Holding-67%
Imp Products
House & Industrial Wires,Solar, Auto, Communication, Elevator,Multicore
Cables.
1/n
#UltraCables
Power as Proxy to Data Centre is something untouched theme..
If we reach more than 100 likes or Repost , I will share the Opportunity & Details plus my research on it..
#powersector
#datacentre
🌟Investors will soon realise how massive EPR as a theme will evolve - Guna sir🔥
💡EPR will be Everywhere- Plastic, Tyre, Battery, E-Waste & Minerals Recycling (as per latest notification)
My Bet is Gem Enviro for the EPR Theme
👉Already working with Varun Beverages, Pepsico,
Coming from south india, i have seen massive following for
NTR
MGR
the next big board room talk is
EPR
investors will soon realise how massive EPR as a theme will evolve..
Extended Producer Responsibility...
Save mother earth asap...she will take care of our coming
Look for the companies who are working on Import substitution opportunities under defence segment & the companies who are having focus towards making indigenous products-
Studied one such player - Atmastco Ltd
Who are also working on production of Bullet proof jackets & Balistic
◻️𝐏𝐨𝐢𝐬𝐞𝐝 𝐟𝐨𝐫 𝐠𝐫𝐨𝐰𝐭𝐡-𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐫𝐬
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐫?
👉Distribution transformer or service transformer is a transformer that provides a final voltage transformation in the electric power distribution system,
Power Sector- A decadal theme
India's peak power demand reached a new high of 236.59 GW on Thursday, driven by high mercury levels and excessive use of cooling appliances. The peak power supply reached 235.06 GW on Wednesday, the highest so far in the summer season this year.
Any further fall I will start adding below scripts in my existing positions-
💡Kay cee Energy
💡Gem Enviro
💡Oriana
💡Teerth Gopicon
#norecommendation
#downfall
A Proxy to India’s Infrastructure revolution
Premier Roadlines- Market Cap- 190 cr
The company offers general transportation services, project logistics, and oversized/overweight cargo transportation across India along with contract logistics.
PRL caters to B2B customers who
Getting couple of DM’s/ Questions over Oriana Power- Here are my views-Oriana could be Next Waare in making..
Oriana is not just solar EPC play. It is CBG and green hydrogen & Battery Energy Storage(Supported By Viability Gap Funding) play also…
Oriana has potential to post
A Detailed 🧵 on Solar Pumps ⬇️
🌟What are Solar Powered Water Pumps?
👉Solar powered water pumps provide an alternative to fuel-based machinery, hand pumps, and windmills. A solar panel pump consists of electrical cables, a DC water pump, a breaker and fuse box, a water
PUMPED STORAGE HYDROPOWER-hydroelectric energy storage.its configuration of two water reservoirs at different elevations can generate power as water moves down from one to the other,passing through a turbine. It also pumps water back into the upper reservoir.
#Energy
#HydroPower
A Thread 🧵 ⬇️ on Evolution in The Indian Crane 🏗️ Industry-
▪️What is crane & where all it is getting used ?
👉 Crane is a machine that is used to lift and move heavy loads, machines, materials, and goods for a variety of purposes. They are used in all different sectors of
🌟Decadal Theme - Ship Building & Green Ship Recycling
👉Minister for Ports, Shipping and Waterways of India will come-up with a new Ship Building and Ship Repair Policy soon under the 100-day action plan
👉Workshop provided a collaborative platform for industry experts,
Adding money to another segment!
Found hidden or very less crowded segment, which is continuously showing solid returns from last 10-15 days!
Let me know if you guys want to know about that segment, India is yet to show its potential on the same.
#NewSegment
#Theme
Water Management could be a big theme.
More interesting in subsidiary-Allygrow ( core expertise in engineering design, product development, smart manufacturing, and digitalization)
The hiring data looks interesting for Allygrow,Aggressive hiring from last month or so.
#Ceinsys
Geospatial Segment Overview-
Geospatial Key Services-unlike ordinary spatial data,geospatial tech innovations help to determine the exact location of an inventory on planet.
1-Data Acquisition & Processing-High
2-Navigation & HD Mapping Services
3-Photogrammetry
#CeinsysTech
A Company from Road 🛣️Infrastructure Operations & Maintenance services.
▫️Markolines Pavement Technologies Ltd- the business of providing highway operations & maintenance services 🧵⬇️
▫️Market Cap
👉493 cr
▫️Orderbook
👉500 cr (approx)
▫️Business Overview
👉Categorized
Look for the companies who are working on Import substitution opportunities under defence segment & the companies who are having focus towards making indigenous products-
Studied one such player - Atmastco Ltd
Who are also working on production of Bullet proof jackets & Balistic
Indian Army significantly cut down its dependence on imports to meet its requirements.
The indigenisation of ammunition has not only cut down the import dependency but has also helped the country to expand its export base.
In the next financial year (2025-26), we will not have
𝗖𝗼𝘀𝗺𝗶𝗰 𝗖𝗥𝗙- Mcap-125 cr- Engaged in manufacturing of Railway Components, Sheet Piles,Structures
𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝘀-Cold-rolled stainless sections,fabricated items for railway, coach & wagons, cold-rolled formed items, EPC projects,products for national highway
#CosmicCRF
#GE
Shipping - Free cash flow cow trading at dirt cheap valuations
Trades at less than 5PE of FY25E earnings
Fy24 PAT 2600cr
Dividend FY24 Rs 36 (3 % yield)
Cons NAV. 1400+ vrs cmp of 1050
Next Triggers - repricing of rigs under LT contracts
𝗧𝗵𝗮𝗻𝗸 𝗬𝗼𝘂 My
#Twitter
Family for your faith in me. We Have Crossed 𝟭𝟬𝗞 together & many more to come!😍
I'm grateful to everybody that has supported me and believes in me.
🙏Eternally Grateful 🙏🏼.
🌟On this special ocassion, I will be coming up with analysis on one
India will make up the biggest share of energy demand growth at 25% over the next two decades, as it overtakes the European Union as the world's third-biggest energy consumer by 2030 🔥
Presently, India is the fourth-largest global energy consumer behind China, the United States
Power Sector- A decadal theme
India's peak power demand reached a new high of 236.59 GW on Thursday, driven by high mercury levels and excessive use of cooling appliances. The peak power supply reached 235.06 GW on Wednesday, the highest so far in the summer season this year.
Rudra Eco- Few More Observations from Plant Visit.
🌟Expansion Going On, New Area is under construction.
🌟They have big empty land with them for expansion in future as plant is very big.
🌟The company is having separate facilities at separate area from PET Recycling to Fibre
🌟Plant Visit- Largest Recyclers Of PET Bottles In India.
💡Rudra Ecovation- Shiva TexFabs Ltd.
🌟Plastic Recycling Plant Visit- Another Hot & Humid Day, Get to know more about following topics.
👉rPET Recycling
👉rPET Polyester Fibre
👉rPET Flakes & Yarns
👉Manufacturing
Oriana is trading at 20x FY26 PE as compared to it’s peers like waare renewable, bondada which are at higher valuations.
Now they are eligible for participating into big tenders, hopefully we will see the big orders in sometime which were missing in earlier time..
Don’t Forget
Without Money, you are nothing. Absolutely Nothing.
In short - Less Money, Lower Impact.
People will not believe in you, Once you execute it everyone will behind you..
I know this will sound very ridiculous, But That’s the 💯 truth..
#LifeLessons
#Thoughts
Shivalic Power- Exclusive Partner
These is the main points behind my entry in shivalic power🧵⬇️
👉They have partnered with Siemens (for IEC 61439 SIEPAN), Schneider (for Prisma IPM), L&T (for IEC 61439) and Epcos (TDK) for AHF ( Active harmonic Filter)
👉They have done
Shivalic -Emerging As A Prominent Player In Electrical Control Panel Manufacturing-
As many of you are asking here are some Key Thesis Points of my entry-
👉Recently, they have expanded into the data centre sector, securing significant contract like the RBI Data Centre complex
My Point of view on Aimtron-
The Net Profit stood at Rs 136.0 mn which is showing growth of 57.5% YoY 💯
Company is now debt free, which will reduce the interest cost 💯
The process of adding an SMT line by end of Q2FY25 which will enhance our capabilities in loT, Al, Robotics
🌟A Must Read for SME Investors 🌟
With all due respect to sir, let me also give you my perspective along with understanding on various important points mentioned by
@GunavanthVaid
sir, so that all of retail investors can also understand what best they can do.⬇️
👉 Rear View
Investors focusing too much on PE, have an inherent risk to miss the broader picture
As I said earlier Investors turning bearish and Entrepreneurs being bullish is the best possible combo one can have for wealth creation. Disbelief/Skepticism amongst investors adds fuel to
Teerth Gopicon- Just a beginning..
6.8x PAT H-H & YOY🔥
Solid EPS growth H-H & YOY
Looking forward for FY25-26 with multifold numbers & good growth..
1000 cr of solid orderbook as of now which will going to swell..
Going to share detailed analysis soon..
#teerthgopicon
Kore Digital-Growing Passive telecommunication infrastructure and support services provider company based in Maharashtra,India
Mcap-82cr
Passive infrastructure refers to telecommunication towers used for wireless telecommunication services.
#KoreDigital
#SmallCap
#Opportunity
DarkHorse Microcap
Market Cap-142cr
Rooftop Solar+EV Charging Stations
Good hold in east & north east region
Recently got an order for setup of EV Charging Station by WBSEDCL plus Order from GAIL & also receives order from Selco for solar systems in Meghalaya
DYDD
#agnigreen
Added Microcap-Agni Green Power provide the Solar Solutions & Services.
Mcap- 100 cr
Products-
Lighting Systems
Power Conditioning Units
Solar MPPT Chargers
Balance Of Systems
Solar Adaptors
Solar Pumps
Remote Monitoring System
Very High Risk!
Study & DYDD.
#AgniGreenPower
🌟Kaycee Energy🌟
Market Cap- 420cr
▫️Overview
They provide services Engineering, Procurement and Construction (EPC) Contracts, Extra High-Voltage (EHV) lines covering the area of power transmission & energy sector, and bags projects by submitting bids for tenders floated by
My Advice to All of Youngsters👦 in Equity Markets 📊
💯Nobody will tell you this during your initial years ⬇️
‘The more you stay away from instant gratification, There will be more chance that you will stay near to success for the longer duration of time..’
#thoughts
Rerating Candidate- GE Shipping ⛴️
Posted All time high revenue🔥
QoQ- 70 %Growth In PAT 🔥
Net profit rises 25% YoY to Rs 905 crore🔥
PE Ratio is at 5.5 (Median PE is 8.2)
EV Multiple 3.5 (Median EV multiple 5.2
Also declared dividend of ₹10.80 - translating a dividend yield
Never ever knowingly misguided anyone in life..
If you don’t want to help, leave it but don’t misguide or provide misleading information..
Small Retail Investors are having lots of hopes & expectations in Life, Never ever play with their trust!
Later or sooner ,Market will
Inspiring Journey of Mr Mukesh Vasani Sir (MD,CEO -
@Aimtron1
) - What an inspiration for youth & entrepreneurs of Bharat 🇮🇳
Couple of years back, A Boy from the small village of Vadia, Gujarat- (vadia is a small village in Saurashtra), which used to have a population of 250.
Mukesh Vasani
@Aimtron1
is an inspiration for millions:
From a village-boy to a US business tycoon - Vasani is on a mission to make Indian youth skilful, especially those who are underprivileged and live in villages
Vasani is a true Patel who has not forgotten his roots even
Adding money to another segment!
Found hidden or very less crowded segment, which is continuously showing solid returns from last 10-15 days!
Let me know if you guys want to know about that segment, India is yet to show its potential on the same.
#NewSegment
#Theme
➡️Let's understand this Hot Term 'Preferential allotment' in Equity Markets via this thread🧵
◾️What is Preferential allotment?
👉Itis a process in which shares are allotted to a specific group of people or companies which are interested in it on preferential basis at a
🚨Major Boost To Energy Security 🔥
👉Government allocates Rs 19,100 crore to new and renewable energy sector against the revised estimates of Rs 7,848 crore for the Budget 2023-2024.
🌟Green Hydrogen
💡The government will also spent Rs 600 crore on National Green Hydrogen
Renewable energy - The need of the hour
With depleting fossil fuel reserves and concerns about its environmental impact, renewable energy is the only long-term solution,
Though the replacement of non-renewable by replenishable energy is followed by every nation today
We are a
Teerth Gopicon- Interesting Developments- Participating in Big Tenders worth 300-400 cr..
Let’s wait for sometime to see if they can crack such big orders..
Note- They are participating in tenders, which doesn’t mean they will get the order for sure, so an investor one must
With the The Big B of the House -
@r_laroia
Rakesh Laroia Paji (alias-Mona Laroia)
Years of vast experience & tremendous knowledge, still very humble & always open for new ideas! Really a gem of person & investor.
There is so much to learn from your wonderful journey for young
Shivalic -Emerging As A Prominent Player In Electrical Control Panel Manufacturing-
As many of you are asking here are some Key Thesis Points of my entry-
👉Recently, they have expanded into the data centre sector, securing significant contract like the RBI Data Centre complex
Gem Enviro- Full Years Results Fy24 to be announced on 10th August..
Zero Debt , Good Cash Reserves- Asset Light Business Model + Sectorial Tailwinds + Big TAM + First Mover Edge + Solid Management & Customer Base..
Let’s wait & watch, Give them enough time to execute
🌟Investors will soon realise how massive EPR as a theme will evolve - Guna sir🔥
💡EPR will be Everywhere- Plastic, Tyre, Battery, E-Waste & Minerals Recycling (as per latest notification)
My Bet is Gem Enviro for the EPR Theme
👉Already working with Varun Beverages, Pepsico,
Market Cap- 40 cr
Mish Designs is engaged in processing fabrics into garments under the brand name "MISH", "CURVES BY MISH" in India.
Products are available on Myntra, Nykaa Fashion, Mish etc.
Major revenue coming from Myntra Online Portal.
DYDD, High Risk
#MishDesign
🌟Giant Step- Oriana Power (India) Collaboration with Splitwaters (USA)🔥
👉In a groundbreaking move, US-based Splitwaters a leading provider of cutting-edge Electrolyzers and BOP (Balance of Plant) equipment for green hydrogen production, and India-based Oriana Power, a
Oriana Power Accelerates Implementation with Strategic Milestones for PM - Surya Ghar Muft Bijli Yojana ☀️
✅The key achievements include a Memorandum of Understanding with the State Bank of India for end-user financing
✅MOU with Rockingdeals Circular Economy Limited for
Plantation of 27 Plants on my 27th Birthday & Independence Day, would like to continue this for whole life.🌱🌍
A plant is the most patient and forgiving teacher, Go Green Go Clean 🪴🌍
Wishing you a very happy independence day 🇮🇳, Let’s honour our past & embrace the future
Hawk Eye, Whiz kid Investor & Living legend
@LuckyInvest_ARK
sir himself has honoured me with a follow 🙏
Simply a fanboy moment for me, what a sweet gesture by Sir Ashish Kacholia 😇
#grateful
#thankyou
😊
The legend & ace investor himself, Sir Mukul Agarwal has honoured me with a follow.🙏
I will never ever forget his mantra of success - "First become rich in your mind, then in your bank account”.😇
This is unbelievable milestone for me, which will encourage me to keep working
🔔Our Bet is on Recently Listed Player Jaybee Laminations
💡Company Background
👉Jaybee has over four decades of track record in the CRGO Silicon steel cores business. The company has started its operation in year 1988 into the manufacturing of CRGO Silicon steel cores for the
Sharing some study from Premium Membership to our twitter Family
💡Analysis for Transformer Laminations Segment
🌟The Transformer Lamination market has been experiencing significant transformations, driven by technological advancements, shifting consumer preferences, and
Oriana Power Accelerates Implementation with Strategic Milestones for PM - Surya Ghar Muft Bijli Yojana ☀️
✅The key achievements include a Memorandum of Understanding with the State Bank of India for end-user financing
✅MOU with Rockingdeals Circular Economy Limited for
Rooftop Revolution —
A quiet transformation is taking place on the rooftops of India's vast urban areas.
Over 25 crore households across India have the potential to deploy 637 GW of solar energy capacity on rooftops.
Unlocking rooftop solar potential in both urban and rural
Gem Enviro- 11.29 cr PAT for Fy24 which is inline with expectations..
Good performance by Gem Enviro♻️
The EPR theme is yet to be triggered or take the pace..
India is having huge TAM for EPR, ESG in E-waste, plastics, battery & minerals recycling.
#EPR
#GemEnviro
Gem Enviro- Full Years Results Fy24 to be announced on 10th August..
Zero Debt , Good Cash Reserves- Asset Light Business Model + Sectorial Tailwinds + Big TAM + First Mover Edge + Solid Management & Customer Base..
Let’s wait & watch, Give them enough time to execute
India's Growth in Semiconductor Industry: Analysis
The Indian semiconductor industry is projected to reach $100 billion by 2030, generating approximately one million jobs globally by 2025-2026.
MeitY is tasked to further fortify production within the electronics and
Rooftop Revolution —
A quiet transformation is taking place on the rooftops of India's vast urban areas.
Over 25 crore households across India have the potential to deploy 637 GW of solar energy capacity on rooftops.
Unlocking rooftop solar potential in both urban and rural
Sharing some study from Premium Membership to our twitter Family
💡Analysis for Transformer Laminations Segment
🌟The Transformer Lamination market has been experiencing significant transformations, driven by technological advancements, shifting consumer preferences, and
◻️𝐏𝐨𝐢𝐬𝐞𝐝 𝐟𝐨𝐫 𝐠𝐫𝐨𝐰𝐭𝐡-𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐫𝐬
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐫?
👉Distribution transformer or service transformer is a transformer that provides a final voltage transformation in the electric power distribution system,
🌟A Detailed Thread on Aerospace Industry & Opportunities 🧵⬇️
💡India’s Aerospace industry set to skyrocket 🇮🇳 🚀
💡 Aerospace is a field of engineering that deals with the development, design, construction, testing, and maintenance of vehicles and structures that operate in
🌟 DRDO awards 7 cutting-edge defence projects to start-ups and MSMEs
👉The Defence Research & Development Organisation (DRDO) awarded seven new projects to industries under the Technology Development Fund scheme for various requirements of the armed forces and aerospace &
Winsol Engineers- Key Marquee Projects-
KP Energy
Aditya Birla Renewables Solar Power
Adani Green & Wind
Suzlon
Vivid Renewables (Recently Installing 300 MW Capacity in Karnataka)
Look at the opportunity size for such players in longer run, Just wait & watch for the entry/exit
🌟Trident Techlabs- Order Analysis
👉Awarded a Work Contract for High Speed PCB Design-Power-Thermal integrity Analysis Software and High Speed PCB Design Rule Check software.
💡Let’s understand the technicalities & a bit about the capabilities 🧵 ⬇️
#TridentTechlabs
#Analysis
Organisations like Trident Techlabs which are involved in Power System & Engineering solutions for Power Distribution,Transmission, Energy Storage & also provide custom-built electronics,mechanical,industrial automation & solutions should do well
DYDD, Study it!
#TridentTechlab
Top Up Down-In this downfall ✅
👉Added Kaycee, Gem, Teerth & Oriana..
Now Let’s wait & watch..
💡On Gem Enviro-Let’s wait for Gem Enviro Results & More Customer Addition & Segment Expansion..
💡Teerth Gopicon participated in tenders worth 300-400 cr, Let’s c if they can
Any further fall I will start adding below scripts in my existing positions-
💡Kay cee Energy
💡Gem Enviro
💡Oriana
💡Teerth Gopicon
#norecommendation
#downfall
Solar Revolution on Water- 🇮🇳 India
What is floating solar?
The solar panels mounted on a structure that floats on a body of water, typically a reservoir or a lake such as drinking water reservoirs, quarry lakes, irrigation canals or remediation and tailing ponds
A new report
Water Treatment will be big theme if its implemented with focus - In India we haven’t done even 10% of what is actually required- Keep an eyes👀
Disclosure-My Bet would be on Effwa, waiting for some dip to make it atleast 15% of PF
🌟Bengaluru to unveil Asia’s largest water
In Depth Analysis- Water & Wastewater Treatment Segment🧵
🌟Oveview🌟
▫️What is water treatment?
👉It removes contaminants and undesirable components, or reduces their concentration so that the water becomes fit for its desired end-use. Water treatment plants use different
💡Added Sahaj Solar on the same lines.
👉After PM Suryaghar Muft Bijli Yojana, Government Drafts Plan To Drive Solar Pump Installations For Farmers under PM KUSUM
👉The PM-KUSUM scheme consists of three components. These include setting up 10,000 MW of solar power units,
🌟What is PM Kusum Yojana for Solar Pumps?
👉Pradhan Mantri Kisan Urja Suraksha evam Utthan Mahabhiyan -Under the Scheme, central government subsidy upto 30% or 50% of the total cost is given for the installation of standalone solar pumps and also for the solarization of
🌟Effwa Infra 🌟
Market Cap 290 cr approx
Orders/Bids worth 280cr+
Please Tell the promoters to give 100% of the company 🤭
This is not normal..🤔
#effwa
#stockamarkets
New Opportunity- Solar Waste Management
Solar wastes are the electronic waste generated by discarded solar panels. It's sold as scrap.
India’s pursuit of sustainable energy confronts a forthcoming obstacle in effectively managing 187,200 tonnes of solar pv waste by 2035.
#solar
💡Interesting Facts or Figures
👉Currently, only about 30 percent of sewage is treated, and many cities lack adequate sewerage networks and water supply. India still has a long way to go in enhancing its water infrastructure
👉 In India, average sewage water production is
In Depth Analysis- Water & Wastewater Treatment Segment🧵
🌟Oveview🌟
▫️What is water treatment?
👉It removes contaminants and undesirable components, or reduces their concentration so that the water becomes fit for its desired end-use. Water treatment plants use different
💡Looks very attractive at current valuations..
🌟As per Guidance or Estimates in recent concall-
Fy24- 6.55 cr PAT
Fy25- 20-22 cr PAT-15/17 PE approx
Fy26- 32-35 cr PAT- 10/9 PE approx
🌟Theme
👉Power transmission, Renewable epc (as per recent developments), Green Hydrogen,
Kay cee Energy- Half Year Sales is 40 cr..
Won 3 orders in last few days:
- 4cr, timeline- 6 months
- 14.72cr, timeline- 9 months
- 19.59 cr, timeline- 6 months
Walk the talk as per recent concall with management , Let’s wait for execution.
#kayceeenergy
#norecommendation
The Centre has approved Rs 62,935.90 crore worth sewerage and septage projects under the AMRUT 2.0 (Atal Mission for Rejuvenation and Urban Transformation)
Read more at:
#STP
#Effwa
My Bet is on Effwa Infra & Research Ltd.
👉India zero liquid discharge (ZLD) systems market size is projected to grow at a CAGR of 15% during the forecast period of 2023–2029.
👉Zero liquid discharge (ZLD) water treatment systems are becoming more and more popular as
Several types of sensors will be deployed including flow meters, ground water level sensors, chlorine analyzers, pressure sensors, pump controller etc. to measure all the relevant aspects of water service delivery – quantity, duration, quality, pressure
#CeinsysTech
Ceinsys Tech Limited- technology-driven company that specializes in offering solutions in the Geospatial, Enterprise engineering, mobility services space
The revenue is primarily derived from its Enterprise Geospatial & Engineering Services segment
MCap-390cr
PE- 11
#Ceinsys
🚨Big Boost to EPR Implementation in minerals recycling sector
🌟The union government has decided to launch a Critical Minerals Mission to boost the domestic production and recycling of these minerals and their acquisition from overseas. It has also waived customs duty on 25
💡 EPR In Circular Economy Is Essentially 'Every Person's Responsibility', And Is Needed To Ensure Sustainable Future- Covered By
@abplive
👉India is among 12 nations responsible for 60 pc of world's mismanaged plastic waste.With an aim to combat the burgeoning issues of waste
💡 Big Positive for Shipbuilding in Budget 2024
👉 Big incentive for shipping industry in budget 2024. No duty on specific manufacturing materials for vessels and shipbuilding.
👉Ownership, leasing and flagging reforms will be implemented to improve the share of the Indian
Companies in Shipbuilding & Recycling under my radar 🔍👀
💡Mazagon Dock Shipbuilders
💡Hariyana Ship Breakers
💡Knowledge Marine
💡VMS Industries
💡Inducto Steel
👉If you like the coverage, Hit Like or Repost,Do Share your thoughts⬇️
Note- This is not any stock
SJ Logistics- Lowest Valuation (15/17PE-Fy24, 8-10 PE -Fy25 as per guidance ) in the below list.
Management Pedigree ✅
Strong Results in Past ✅
Sectorial Tailwinds ✅
Cheap Valuations ✅
Peers Trading at high PE (Tiger Logistics -55 PE) ✅
PE Rerating Candidate ✅
Emerging
5 stocks to study in depth for Saturday:
1. AIK Pipes
2. SJ Logistics
3. WS industries
4. Global Education
5. Cantabil Retail
You can study these stocks in depth at Sovrenn. Do share your thoughts when you study and do retweet so that everyone studies.
Get
Revision in lot Size for SME’s-
Phantom Digital- 600 to 300
Krishna Defence- 1000 to 500
This will bring more liquidity in the scripts, the volumes will improve and its good for retail investors if they want to average the script it will bring more flexibility.
#SME
#Stocks
Nibe Ltd- They have shared the Clarification & adjustments of previous Qtr Results.
👉The journey from micro cap to small cap is almost done, Now the next leg of growth will take this to midcap space in couple of years, Orders from Aerospace & Defense Segment will be next
Just a beginning of right set of actions.
Nibe Limited signs MOU with Munitions India Limited to develop new generation ammunition and explore export opportunities.
Study all the recent notifications and try to connect the dots, you will get better understanding
#NibeLtd
#Nibe
🌟Hidden Wealth Creator or Multibagger- Kaycee Industries 🐎🌟
▫️Cmp-65000 👉It could be Next MRF (In terms of Stock Price)
▫️Market Cap-400cr
✅Caught it around 15000 when i was in search of Kay cee energy..
🌟From 3600 to 65000- Non Stop🚀
⭐️Overview
👉They manufacturers
Neuland Labs-
Under Custom Manufacturing Solutions-
Two more molecules on the verge of commercialisation in the near term.
Healthy portfolio of late-stage development projects that are likely to transition to commercial manufacturing contracts in the near future.
#NeulandLabs
Gem Enviro- Only Listed Entity in EPR, ESG,BSRS Consultation
Let me clarify couple of questions from my point of view.
1- How are the results, Why revenue is dip even PAT is increased?
👉These were voluntary declared results,The numbers are good, The revenue dip is because of
Gem Enviro- 11.29 cr PAT for Fy24 which is inline with expectations..
Good performance by Gem Enviro♻️
The EPR theme is yet to be triggered or take the pace..
India is having huge TAM for EPR, ESG in E-waste, plastics, battery & minerals recycling.
#EPR
#GemEnviro
🌟Massive Boost for Water Management in 2024-25 Budget
💡 The Department of Drinking Water and Sanitation has received a budgetary allocation of Rs 77,390.68 crs for the fiscal year 2024-2025.
💡Funds will be alloted for Urban development facilities such as Water Supply, sewage
If you want to be like the sun, you have to burn as much as the sun.
If you want to be respected like rivers, you will have to leave the mountains.
It will take some time but the struggle will definitely be successful.
There will be a solution to every crisis, if not today
My bet is on
@gargibypng
!👇🏻
▪️I have participated in preferential allotment in PNGS Gargi as they have raised 43cr via preferential allotment for its next leg of growth.
💡Important Pointers for me
👉Promoter Pedigree- Solid
👉Future Outlook- Good
👉Expansion Plans- Yes
🌟India’s Jewelry Market Poised for Explosive Growth, Projected to Reach $145 Bn by FY28🌟
💡Let’s understand the growth drivers.
👉 In countries like India, the high expenditure on wedding ceremonies and celebrations is expected to positively influence market growth. Gold is