Vishan @vishan_khadke Twitter profile

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Vishan

@vishan_khadke

2 months

Indian Data Center Industry Research 🔥🔥 - One of the fastest growing markets & ranked 14th globally - 151 datacenters in India, with US ranked #1 with 5,375 - India has 880 Mn internet users (2x US & 12x UK) Read thread below! (1/n) Source: Colliers-CII #datacenter

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Vishan

@vishan_khadke

2 months

Sector wise opportunity for next 23 years (2024-2047) compared to last 23 years (2000-2023) 🔥 1. EMS - USD 25 Bn to 1150 Bn (45x) 2. Chemicals - USD 50 Bn to 870 Bn (19x) 3. Defence - USD 55 Bn to 560 Bn (10x) 4. Pharma - USD 50 Bn to 450 Bn 5. Auto 8x 6. Textile 7x Huge

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Vishan

@vishan_khadke

2 months

Artificial Intelligence (AI), Power and Water - An unbreakable bond 🔥🔥 Energy consumption of AI industry is expected to be 10x by 2026. 💥 Mind boggling figures below 🧐 🎯 Some facts on energy consumption while using AI • Every single query on ChatGPT consumes 2.9 Wh

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Vishan

@vishan_khadke

28 days

EV Charging - Exicom Industry expected to grow from 13-14 Bn in FY24 to 90-95 Bn by FY28. ⚡️Residential- 2.5 Bn to 18 Bn (7x in 4 yrs) - 60% mkt share ⚡️Public- 6 Bn to 30 Bn (5x in 4 yrs) - 25% mkt share Huge opportunity for next 5 yrs. 🎯 (1/n) #Exicom

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Vishan

@vishan_khadke

1 month

Datacenter Theme ⚡️⚡️ Anant Raj stands out with almost 3x EBITDA from FY24 to FY26 and FY26 forward PE of just 21. 🔥🔥 Good bet on datacenter comparing growth of different companies in the sector. 🎯 Technoelectric and Netweb are expected to 2-2.5x their EBITDA with FY26

Vishan

@vishan_khadke

2 months

Indian Data Center Industry Research 🔥🔥 - One of the fastest growing markets & ranked 14th globally - 151 datacenters in India, with US ranked #1 with 5,375 - India has 880 Mn internet users (2x US & 12x UK) Read thread below! (1/n) Source: Colliers-CII #datacenter

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Vishan

@vishan_khadke

2 months

Green Hydrogen Theme 🔥🔥 H2 has been identified as a key enabler to achieve global targets to limit increase in temperature and foster low GHG emission. (1/n) Read complete 🧵 👇 Follow, like and repost for more such detailed content 🔥 Source: EY #hydrogen #greenhydrogen

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Vishan

@vishan_khadke

2 months

Warehousing Sector 🔥🔥 A thread 🧵👇 • India’s warehousing sector experienced a remarkable growth in 2023, with a year-on-year increase of 15% in the total warehousing stock across Grade A and B spaces, reaching a total of 371 Mn sq ft. (1/n) #logistics #warehousing

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Vishan

@vishan_khadke

2 months

Energy Storage System (ESS) 🔥 As solar and wind power supply fluctuates, ESS plays a crucial role in • Smoothening out intermittency • Enabling a continuous supply of energy Types - Battery ESS and Pumped Hydro Storage (PHS) Read 🧵 👇 #bess #ess Source: IEEFA (1/n)

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Vishan

@vishan_khadke

1 month

@bantofu All this is good. But I am not able to understand what 50% of dishes mean. 😂 Is it just me or others too?

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Vishan

@vishan_khadke

4 years

An inspiring thought! Something everyone should be aware of. From @hvgoenka sir's Instagram handle. Keep inspiring us :)

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Vishan

@vishan_khadke

2 months

Advait Infra - Futuristic 🔥 • The company is into power transmission, green hydrogen and carbon consultancy services Product Portfolio • Power Transmission -Optical fibres - ACS wire - Stringing tools - Emergency restoration system Read the complete🧵👇 (1/n) #advait

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Vishan

@vishan_khadke

2 months

EMS and Semiconductor Sector - 3 L Cr investment in next 5 years 🚀🚀💯 According to CII, their exists a huge market for Electronics industry estimates at $500 Bn by 2030. India has a domestic market of USD 3.3 Bn while export opportunity of USD 30 Bn. The PLI scheme and

Vishan

@vishan_khadke

3 months

Indian Semiconductor Industry • Global Semiconductor market to grow from $ 590 Bn in 2021 to $ 1065 Bn in 2030 at CAGR of 7% with 25% share of computing and data storage • Asia Pacific's share stands at 53%, will rise to $612 Bn by 2033 (1/n) Source: DAM Research

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Vishan

@vishan_khadke

2 months

Anant Raj - Datacenter Stock ⚡⚡ • Dominant RE player in Delhi NCR • Preferred contractor for govt projects • Portfolio comprises of Residential (Townships, Affordable housing) and Commercial (Datacenter, IT parks, Hospitality, Warehouse et.) Read 🧵👇 (1/n) #anantraj

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Vishan

@vishan_khadke

1 month

Datacenters 🔥🔥🔥 Some facts related to it. 1. Current installed capacity - 778 MW 2. Demand by 2030 - 1,471 MW (almost 2x in 6 years 👌) 3. Internet user base - 1.24 Bn 4. Mobile app usage - 750 Bn minutes 5. Data usage - 17 GB per user per month 🔥 6. Smartphone penetration

Vishan

@vishan_khadke

2 months

Indian Data Center Industry Research 🔥🔥 - One of the fastest growing markets & ranked 14th globally - 151 datacenters in India, with US ranked #1 with 5,375 - India has 880 Mn internet users (2x US & 12x UK) Read thread below! (1/n) Source: Colliers-CII #datacenter

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Vishan

@vishan_khadke

2 months

@snskritinaruka People are surviving in 2-3L too.

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Vishan

@vishan_khadke

2 months

🔴🔴 Water Crisis - A big problem 🎯 Industrial sectors such as coal power generators and steel makers would be most affected due to water stress. 🎯 Agriculture sector would also be hampered which would lead to increase in inflation of food and decline in the incomes 🎯

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Vishan

@vishan_khadke

24 days

Shakti Pumps - Potential ⚡️⚡️ Comp B - 9.57L pumps remaining Comp C - 35L pumps So total - 44.57L pumps and cost of each pump is 3L. Total mkt size - 1.33L Cr Shakti mkt share - 25% of 44L - 11L pumps in 5-6 yrs - 33K Cr Rev potential. 🔥 #ShaktiPumps

Vishan

@vishan_khadke

25 days

Shakti Pumps - Q1 FY25 results Excellent YOY & Good QOQ 🔥 Revenues- 570 Cr vs 114 Cr (400% ⏫️ yoy) Net profits - 93 Cr vs 1 Cr (9300% ⏫️yoy) Revenues- 570 Cr vs 610 Cr (7% 🔻 qoq) Net profits - 93 Cr vs 89 Cr (4.5% ⏫️ qoq) PE slashed to 33.5 from 55 🔥🔥 #shaktipumps

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Vishan

@vishan_khadke

2 months

♻️ Recycling - Plastic, e-waste and Battery 🚀🚀 A thread 🧵 👇 • Recycling is process of recovery by which waste materials are processed to base materials to be used for manufacturing of original or any other product. Follow, like and repost for more 🔥 (1/n) #recycling

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Vishan

@vishan_khadke

1 month

Drone Delivery: The Future 🔥 • By 2027, 30% of all the quick commerce deliveries in major cities would be by drones. • This would lead to 40-70% lower operating costs, 50-75% faster delivery and 0.5 kg carbon emission saved with every drone delivery. • Faster deliveries

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Vishan

@vishan_khadke

24 days

3 High growth sectors for 5-10 years 👇 🎯 Power - $340-385 Bn investments in next 6 years. 4-5L Cr per yr capex for RE and T&D. #kpigreen #kpenergy #waaree #oriana #bondada #bajel #advait #technoelectric #shakti #silchar #voltamp #inoxwind #sanghvi #energy #RenewableEnergy

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Vishan

@vishan_khadke

2 months

Data center industry poised to reach 17 GW by 2030 from 1.4 GW in 2024🔥🔥🔥🔥 >10x increase in capacity expected in the next 6 years. 15x investment of 28.2 USD Bn expected in next 6 years Big opportunity! 😀 Credits: @GanatraNandan #datacenter

Vishan

@vishan_khadke

2 months

Indian Data Center Industry Research 🔥🔥 - One of the fastest growing markets & ranked 14th globally - 151 datacenters in India, with US ranked #1 with 5,375 - India has 880 Mn internet users (2x US & 12x UK) Read thread below! (1/n) Source: Colliers-CII #datacenter

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Vishan

@vishan_khadke

2 months

Solar Energy FY24 Stats 🔋🔋 A thread 🧵 👇 🎯 Utility scale Solar installations in India stood at 68.2 GW till Mar 24 🎯 India added 11.7 GW addtl. capacity in FY 24, an increase of 15% over last year (1/n) Follow, like and repost 💯 #solarenergy #solar #india

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Vishan

@vishan_khadke

1 month

@kanojia_kritika EMI has made everything accessible to everyone. Also, savings have taken a backseat like the West and people are now more comfortable with loans, credit cards and debt.

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Vishan

@vishan_khadke

3 months

Indian Semiconductor Industry • Global Semiconductor market to grow from $ 590 Bn in 2021 to $ 1065 Bn in 2030 at CAGR of 7% with 25% share of computing and data storage • Asia Pacific's share stands at 53%, will rise to $612 Bn by 2033 (1/n) Source: DAM Research

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Vishan

@vishan_khadke

3 months

KPI Green - One of the popular stocks in the renewable energy sector - Company is both an IPP (Independent Power Producer) and CPP (Captive Power Producer) based in Gujarat - Presence in 33 sites across Gujarat - IPP + CPP in FY 24- 132 MW - 21 MW IPP and 111+ MW CPP (1/n)

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Vishan

@vishan_khadke

4 years

Found this somewhere but awesome stuff! Worth reading. @hvgoenka sir @GreatestQuotes

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Vishan

@vishan_khadke

2 months

Indian auto companies have started exporting 2W EVs fuelled by PLI schemes. 🔥🔥 Prominent names are - Maruti Suzuki, Hero Motocorp, TVS Motors etc. 68% of EVs produced in the world in 2023 were Chinese and it exported USD 34 Bn worth of EVs. India has the potential to become

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Vishan

@vishan_khadke

2 months

30-35 GW RE to be added this year 🔥😀 Still India is far behind the target of 500 GW by 2030. This decade is India's decade with huge opportunities in the Power and Infra sector. 🎯 Stay invested! #kpigreen #kpgreen #waaree #sjvn #pfc #rec #ireda #sanghvi #advait #bajel

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Vishan

@vishan_khadke

1 year

@Ravisutanjani I don't think avg would be do high in Bengaluru. But yes, agreed that WFH is needed and companies should start offices in upcoming tech hubs to avoid congestion

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Vishan

@vishan_khadke

1 month

India will need 1 TW renewable energy by 2035 which is 2x of required till 2030 🔥🔥 This will require investment of 28-32L Cr over next 10 years which means 2.8 - 3.2 L Cr annually. According to Council of Energy, Environment and Water, India has a Rooftop potential of 600 GW

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Vishan

@vishan_khadke

2 months

Electric Vehicles (EV) - Futuristic 🔥🔥 • EV is highly intuitive and has fewer parts. 24 moving parts with battery to wheel efficiency of 80-90% compared to 150 moving parts in ICE with tank to wheel efficiency of 25% Read complete 🧵 👇 (1/n) #ev #electricvehicles

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Vishan

@vishan_khadke

2 months

Follow, like and repost for more such research of other sectors.😀😀🔥🔥🔥🔥 I have covered semiconductor industry as well in other post. Have a look at it too. #datacenter #anantraj #e2e #netweb #apar #technoelectric

Vishan

@vishan_khadke

3 months

Indian Semiconductor Industry • Global Semiconductor market to grow from $ 590 Bn in 2021 to $ 1065 Bn in 2030 at CAGR of 7% with 25% share of computing and data storage • Asia Pacific's share stands at 53%, will rise to $612 Bn by 2033 (1/n) Source: DAM Research

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Vishan

@vishan_khadke

2 months

Netweb unveils new AMD based Made in India servers for Datacenter AI systems 🔥 Datacenter futuristic sector and with new servers coming in it would be great for Netweb in long term 🎯 #datacenter #netweb #amd #ai

Vishan

@vishan_khadke

3 months

Netweb! Netweb is an Indian full stack service provider of computing services. Offerings 1. High Performance Computing - 36% 2. Private Cloud - 37% 3. AI systems - 11% 4. High performance storage solutions - 5% 5. Datacenter servers - 5% 6. Others - 6% (1/n)

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Vishan

@vishan_khadke

1 month

@snskritinaruka Wow! Is it a job to keep working to impress the manager to get 5 star rating else fired.

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Vishan

@vishan_khadke

2 months

Premiumization 💯💥 Top 5 retail sectors with high growth in consumption in FY24 1. Media and Entertainment 2. FMCG 3. Railway 4. Aviation 5. Durables A thread on different sectors. Follow, like and repost for more. 🔥🔥 (1/n) #consumerism #Premiumization

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Vishan

@vishan_khadke

1 month

Datacenter industry is just starting up in #india 😀 Huge potential ahead 🔥 #datacenters

Dr Vismaya VR

@Vismaya9999

1 month

✍️Data Centers Please go through this video for Data center insights 👍 📚Source: @CNBCTV18News

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Vishan

@vishan_khadke

4 years

Financial gyan- Traders @ProdigalTrader @Justsiva123 @sahneydeepak IPO @ipo_mantra R&D @SandeepKrJainTS @anandchokshi19 @JayThakkar22 @IKSmallcaps @nakulvibhor Value Investing @Gautam__Baid @Vivek_Investor @AnInvesting @Wealth_Theory Analysis @kunalsaraogi @kiran_jadhav_

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Vishan

@vishan_khadke

1 month

JSW Energy plans to spend 1.15 L Cr in next 6 years. 🔥🔥 1. Plans to spend 15K Cr in 2025 and reach 10 GW installed capacity 2. 40 GWh target for 2030 from currently 7.3 GW and plans to reach 20 GW much before 2030 3. Recently raised 5,000 Cr via QIP and is scouting for

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Vishan

@vishan_khadke

3 months

EMS Limited - Water theme ⚡ • A multi-disciplinary EPC company which specialises in providing services in water and wastewater collection. • They have completed 50+ projects, laid 1000+ km sewage pipeline, 250 Bn+ L water treated Read complete 🧵 👇 #ems #wastewater (1/n)

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Vishan

@vishan_khadke

2 months

@_KiranRajput You need to have that much capital in the first place

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Vishan

@vishan_khadke

3 months

Bajel Projects ⚡ Blockbuster FY 24 results! • Bajel was part of Bajaj Electricals and was carved out as an EPC company Vision • Strengthen domestic presence & expand global footprint • Improve fin. Performance • Foray into sunrise sectors Read 🧵 👇 (1/n) #bajel

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Vishan

@vishan_khadke

18 days

Anant Raj - Q1 FY25 Results Great YOY 🔥 & good QOQ. Revenues- 481 Cr vs 325 Cr (48% ⏫️ yoy) Profits - 91 Cr vs 50 Cr (82% ⏫️yoy) Revenues- 481 Cr vs 453 Cr (6% ⏫️ qoq) Profits - 91 Cr vs 84 Cr (8.3% ⏫️ qoq) #anantraj

Vishan

@vishan_khadke

2 months

Anant Raj - Datacenter Stock ⚡⚡ • Dominant RE player in Delhi NCR • Preferred contractor for govt projects • Portfolio comprises of Residential (Townships, Affordable housing) and Commercial (Datacenter, IT parks, Hospitality, Warehouse et.) Read 🧵👇 (1/n) #anantraj

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Vishan

@vishan_khadke

27 days

Renewable Energy - Opportunity At present, clean energy consitutes 1.5-2% of GDP and would constitute 5% of 8 Tn USD GDP in 2030. RE has potential worth 350-400 Bn USD annually from 2030 and is poised to increase further. 🔥🔥 #re #cleanenergy #kpigreen #waaree #oriana

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Vishan

@vishan_khadke

25 days

Anantraj- Big News 🔥 Anantraj has signed a MOU with Google to collaborate for providing Data Center Infrastructure, DC Managed Services & Cloud Platform to various Public & Private enterprises, develop innovative technological solutions for potential customers. #anantraj

Vishan

@vishan_khadke

2 months

Anant Raj - Datacenter Stock ⚡⚡ • Dominant RE player in Delhi NCR • Preferred contractor for govt projects • Portfolio comprises of Residential (Townships, Affordable housing) and Commercial (Datacenter, IT parks, Hospitality, Warehouse et.) Read 🧵👇 (1/n) #anantraj

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Vishan

@vishan_khadke

2 months

If E2E Networks is able to capitalise on the 800 Cr Capex they are doing, then it is available at a FY 26 forward PE of just 15. Very good opportunity! 🔥 #e2e #e2enetworks

Hardik Satiya

@Hardick_Satiya

2 months

#E2ENetworks - E2E Networks rents out GPU power for big data! Their secret sauce? Ready-to-use AI workflows on top. Here's their growth potential: FY26 estimated revenue: ₹783.5 Cr based on capex guidance given in their recent concall. This puts FY25 & FY26 forward PEs at 52

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Vishan

@vishan_khadke

1 month

@Aditya_joshi12 Advait and E2E - AI and Renewable play.

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Vishan

@vishan_khadke

25 days

E2E Networks - Key Points • Qtrly ARPU of top 500 customers has increased to 7.5L from 5L, 50% increase in a qtr 🔥 • Monthly recurring revenue 2x in 6 months. 🔥 • EBITDA margin 66% vs 51% in FY24 On track for 200 Cr rev. in FY25. #e2enetworks #ai #datacenter

Vishan

@vishan_khadke

28 days

Good results of Q1 FY24 for E2E Networks.🔥 Revenues- 41.6 Cr vs 19.81 Cr (110% up yoy) Net profits - 10.14 Cr vs 6.97 Cr (46% up yoy) EPS - 7 vs 4.82 (45% up yoy) All together good to great results 😀🔥 #e2enetworks #cloud #ai

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Vishan

@vishan_khadke

4 years

@_sameernigam @NPCI @GooglePayIndia @_sameernigam I saw the first time a CEO is worried about his competitor!! 🙌

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Vishan

@vishan_khadke

1 year

@Escapeplace__ Footage ke liye aur bhi kaafi chize kr skte ho

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Vishan

@vishan_khadke

1 month

@snskritinaruka This depends on your risk profile and also, on the definition of "decent returns".

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Vishan

@vishan_khadke

3 years

@bhupeshbaghel अभी तक सो रहे थे। या दिखावा करना पड़ रहा है क्योंकि आपका नेता उर्फ राहुल गांधी मोदीजी पर सवाल उठा रहा सेंट्रल विस्टा प्रोजेक्ट को लेकर? काम पे ध्यान दो ये सब चलता रहेगा

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Vishan

@vishan_khadke

2 months

Key Players in Electrolyser Manufacturing 🔥 • Reliance • John Cockerill • Advait Infra • LnT • Adani (18/n) #adani #advait #lnt #reliance #ril

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Vishan

@vishan_khadke

28 days

Good results of Q1 FY24 for E2E Networks.🔥 Revenues- 41.6 Cr vs 19.81 Cr (110% up yoy) Net profits - 10.14 Cr vs 6.97 Cr (46% up yoy) EPS - 7 vs 4.82 (45% up yoy) All together good to great results 😀🔥 #e2enetworks #cloud #ai

Vishan

@vishan_khadke

3 months

E2E Networks • It is a AI focused hyperscaler offering advanced cloud GPUs ecosystem for development of Al/ ML applications • It is on a mission to provide scalable, accessible and affordable AI/ML platform for all Read the complete thread 👇 (1/n) #e2enetworks

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Vishan

@vishan_khadke

25 days

EMS Ltd. - New Order Development of water supply and sewage system. - 535 Cr 🔥🔥 #ems

Vishan

@vishan_khadke

3 months

EMS Limited - Water theme ⚡ • A multi-disciplinary EPC company which specialises in providing services in water and wastewater collection. • They have completed 50+ projects, laid 1000+ km sewage pipeline, 250 Bn+ L water treated Read complete 🧵 👇 #ems #wastewater (1/n)

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Vishan

@vishan_khadke

2 months

Automobile companies have planned for 3 L Cr investment in next 7 years with Maruti leading the pack with 1.25 L Cr investments. 🔥🔥 Crisil estimates show that 85K Cr will be spent by FY26 which is 1.6 times of the investments done in last 3 financial years. Key insights. 🎯

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Vishan

@vishan_khadke

3 months

E2E Networks • It is a AI focused hyperscaler offering advanced cloud GPUs ecosystem for development of Al/ ML applications • It is on a mission to provide scalable, accessible and affordable AI/ML platform for all Read the complete thread 👇 (1/n) #e2enetworks

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Vishan

@vishan_khadke

2 months

🎯 Companies present in the plastic and e-waste recycling industry. Plastic 1. Ganesha Ecosphere 2. Gravita 3. Polygenta Tech E-waste 1. Eco recycling 2. Attero recycling 3. Exigo 4. 3R Recyling Do comment listed companies in these sectors 😀 (18/n)

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Vishan

@vishan_khadke

21 days

Bajel - New Order Bajel has received an order worth 586 Cr to be completed in 23 months #bajel

Vishan

@vishan_khadke

3 months

Bajel Projects ⚡ Blockbuster FY 24 results! • Bajel was part of Bajaj Electricals and was carved out as an EPC company Vision • Strengthen domestic presence & expand global footprint • Improve fin. Performance • Foray into sunrise sectors Read 🧵 👇 (1/n) #bajel

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Vishan

@vishan_khadke

1 month

🎯 India's peak power demand to rise to 400 GW in 2031-2032 against current levels of 250 GW. 🔥🔥 India needs to have 900 GW installed capacity to support the demand and this is where Renewable Energy and BESS would come into picture. With datacenters, AI, EMS growing leaps

Vishan

@vishan_khadke

2 months

Energy Storage System (ESS) 🔥 As solar and wind power supply fluctuates, ESS plays a crucial role in • Smoothening out intermittency • Enabling a continuous supply of energy Types - Battery ESS and Pumped Hydro Storage (PHS) Read 🧵 👇 #bess #ess Source: IEEFA (1/n)

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Vishan

@vishan_khadke

2 months

Market Opportunity - Potential of 10Bn USD in 3 years - 40% higher than 2020-2022 period DC Land to cross 23 msf by 2026 catering to total capacity of 1.8 GW Green penetration of DC rising - 20% of current cap. is LEED certified 61% rise in green DC cap. from 2020 (11/n)

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Vishan

@vishan_khadke

2 months

Today's moves 🔥🔥🔥🔥 Exicom 10% up E2E 5% up Shakti pumps 5% up Sky gold 5% up EMS 4% up #exicom #ems #shaktipumps #skygold #e2e

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Vishan

@vishan_khadke

25 days

Electronics Manufacturing Niti Aayog has proposed several measures to scale up local EMS production. If all goes as planned, there is immense potential in coming yrs. 5X increase to 500 Bn USD by 2030. 🔥 Exports to 10x from current 24 Bn USD to 250 Bn USD by 2030 👏 #ems

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Vishan

@vishan_khadke

1 month

1. Advait has incorporated a wholly owned subsdiary in Norway. 2. It has also called Board meeting on 11th July for considering fund raise up to 25 Cr. #advait

Vishan

@vishan_khadke

2 months

Advait Infra - Futuristic 🔥 • The company is into power transmission, green hydrogen and carbon consultancy services Product Portfolio • Power Transmission -Optical fibres - ACS wire - Stringing tools - Emergency restoration system Read the complete🧵👇 (1/n) #advait

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Vishan

@vishan_khadke

2 months

Key Companies in Indian Grid Scale ESS Market 🔥 @larsentoubro , @ntpclimited , Greenko, @JSWEnergy etc. • Greenko is the grid scale ESS market leader based on capacity awarded till Nov'23 and is followed by Renew, Acme and JSW Energy (17/n)

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Vishan

@vishan_khadke

2 months

E2E Networks has received cloud services provider empanelment from MeitY 🔥🔥🔥 MeitY empanelment is a crucial requirement for the procurement of Cloud Services by Public Sector Units (PSUs), nationalized banks, financial institutions, and various government agencies,

Vishan

@vishan_khadke

3 months

E2E Networks • It is a AI focused hyperscaler offering advanced cloud GPUs ecosystem for development of Al/ ML applications • It is on a mission to provide scalable, accessible and affordable AI/ML platform for all Read the complete thread 👇 (1/n) #e2enetworks

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Vishan

@vishan_khadke

18 days

Kaynes Tech - Q1 FY25 Results Great YOY 🔥 & avg QOQ. Historically, the Q1 is lower than Q4. Revenues- 532 Cr vs 305 Cr (74% ⏫️ yoy) Profits - 50 Cr vs 25 Cr (100% ⏫️yoy) Revenues- 532 Cr vs 666 Cr (20% 🔻 qoq) Profits - 50 Cr vs 81 Cr (38% 🔻 qoq) #kaynes

Vishan

@vishan_khadke

3 months

Kaynes Tech It is a leading integrated IoT solutions provider with presence in multiple sectors such as automobile, railways, aerospace etc. They offer end to end services from - design to manufacturing to services. Sectors 1. Railway 2. Aerospace 3. Industrial & EV (1/n)

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Vishan

@vishan_khadke

3 months

Kaynes Tech It is a leading integrated IoT solutions provider with presence in multiple sectors such as automobile, railways, aerospace etc. They offer end to end services from - design to manufacturing to services. Sectors 1. Railway 2. Aerospace 3. Industrial & EV (1/n)

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Vishan

@vishan_khadke

25 days

Shakti Pumps - Q1 FY25 results Excellent YOY & Good QOQ 🔥 Revenues- 570 Cr vs 114 Cr (400% ⏫️ yoy) Net profits - 93 Cr vs 1 Cr (9300% ⏫️yoy) Revenues- 570 Cr vs 610 Cr (7% 🔻 qoq) Net profits - 93 Cr vs 89 Cr (4.5% ⏫️ qoq) PE slashed to 33.5 from 55 🔥🔥 #shaktipumps

Vishan

@vishan_khadke

3 months

Shakti Pumps - Leading manufacturer of pump with mkt. share in solar pump under PM KUSUM scheme - 1200+ product variants, 500+ dealers in India - Backward integration for manufacturing key components reqd. for pump & motors - 5L pump & 2L VFD manufacturing capacity (1/n)

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Vishan

@vishan_khadke

2 months

Plastic Recycling Theme - Big Opportunity- Market size will be 5x in next 6 years 🚀🚀🚀 Indian market size was USD 2.3 Bn in 2023 and is expected at 10.2 Bn in 2030 (5x) 🔥 2023 --> 2030 Plastic waste generated is expected to increase from 14 Mn MT to 27 Mn MT at 10% CAGR.

Vishan

@vishan_khadke

2 months

♻️ Recycling - Plastic, e-waste and Battery 🚀🚀 A thread 🧵 👇 • Recycling is process of recovery by which waste materials are processed to base materials to be used for manufacturing of original or any other product. Follow, like and repost for more 🔥 (1/n) #recycling

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Vishan

@vishan_khadke

2 months

Financials FY24 Mcap - 1.5k Cr PE - 71 ROE - 37.6% ROCE - 38% Debt - 59 Cr D/E - 0.8 Rev - 209 Cr (103% up YoY) NP - 22 Cr (175% up YoY) OPM - 17% EPS - 170% up YoY Promoter Holding - 73.53% Public - 26.48% #advait Follow, like and repost for more 🔥🔥😃 Not a buy/sell reco

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Vishan

@vishan_khadke

2 months

Brookefield is planning to 3x it's investments in India to USD 10 Bn in next 3-4 years in renewable energy sector. 🔥🔥 They are looking for potential acquisitions in EV and Green Hydrogen space. #greenhydrogen #ev #renewableenergy #greenenergy

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Vishan

@vishan_khadke

1 month

@MAs122117 @nehaljain_123 @pkmaher96 @snskritinaruka Please read this. It should help.

Sneha S

@SnehaSSR

1 month

How to Craft Your Mutual Fund Portfolio?? #investing #mutualfunds

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Vishan

@vishan_khadke

1 year

CSK lost but Mahi wont the hearts ❤️ 2.2 Cr live shows it all 🔥🔥🔥🔥 CSK 🔥🔥

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Vishan

@vishan_khadke

3 months

I have covered 6 futuristic and huge growth potential companies in the last 2 days 👇 1. #Netweb 2. #Kaynes 3. #ShaktiPumps 4. #KPIGreen 5. #Salzer Electronics 6. #E2ENetworks Follow, like and repost for more!🔥

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Vishan

@vishan_khadke

2 months

DC Development Cost Total cost - 7-7.5 Mn USD per MW Real Estate & construction costs - 30-40% Major cost header is Mech & Electrical cost - 60-65% 16-17% Yields from DC outperform leased offices, residential, warehouses etc. where maximum yield is 10% (10/n)

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Vishan

@vishan_khadke

2 months

(Contd) - Data center space per Mn internet users is just 2.3 compared to 145.9 in Singapore - Drivers - availability of space, global connectivity, low land & power costs, Digital India - As of Aug'23, DC capacity stands at 819MW in top 7 cities in India spread on 11 msf (2/n)

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Vishan

@vishan_khadke

2 months

Key Players in GH2 Production 🔥 • UPL • Reliance • Welspun • Torrent Power • Greenko • JSW (19/n) #jsw #upl #torrentpower #greenko

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Vishan

@vishan_khadke

1 month

A very good read on Advait Infra - it's potential and verticals it's catering to. 💯 #advaitinfra

SRIRANGAN E K

@sriranganek

1 month

#AdvaitInfra It would be better to call them covering most of the facets of the value chain in the Sustainable power & green energy solutions.. My favourite is Green energy, which includes hydrogen electrolyser (They have the mfg. license), fuel cells, BESS and solar EPC n

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Vishan

@vishan_khadke

3 months

The semiconductor industry is just starting up in India with very high potential and room for growth in coming years. Thanks for reading! 😀 Follow, like & repost for more content 🔥🔥 #kaynes #dixon #tataelectronics #IndiaontheRise

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Vishan

@vishan_khadke

3 months

Salzer - Leading player offering customized electrical solutions - Presence in industrial switchgear, energy mgmt.,cables etc - 6 manufacturing units across TN - Exports to 50+ countries - Largest manufacturer & market leader in CAM operated rotary switches (1/n) #salzer

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Vishan

@vishan_khadke

2 months

Size wise split of DC - 70% of DC pre-pandemic was 4-20MW catering to medium retail & wholesale biz. - Large DC increased from 26% pre-pandemic to 67% to post due to rise of Hyperscaler - <4MW DC remains low, likely to increase in next 3-4 yrs with more edge computing (8/n)

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Vishan

@vishan_khadke

2 months

India is in a nascent stage of DC - Mumbai is a mature market while Chennai, Bengaluru, Delhi NCR are established markets & Tier 2 cities are quantum growth markets with immense potential (7/n)

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Vishan

@vishan_khadke

1 year

@_ayushim25_ 50 m bhi haath m to 35 hi ayga. And with it comes insecurity and continuous learning

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Vishan

@vishan_khadke

1 month

Health Insurance: A need and not a Luxury 🙏 Today, I was reading about the Health insurance coverage in India and found that 30-40 Cr‼️ people don't have Health insurance in India which forms 20-30% of the total population and out of the people covered, a huge chunk of them are

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Vishan

@vishan_khadke

28 days

Demand of EV charger - Both PVs and electric buses are expected to grow 5x in next 4 years with 50% CAGR. India will need 4L chargers by 2028 and Exicom is well positioned to be Preferred partner of major CPOs 🔥 Man. Capacity AC charger - 42k/yr DC - 2.4k/yr (2/3) #EXICOM

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Vishan

@vishan_khadke

2 months

Indian Data Center Geographic Location - 50% existing & 47% upcoming is in Mumbai - Ranking Mumbai > Chennai > Delhi NCR > Bengaluru > Pune > Hyderabad > Kolkata - 61% of the new additions in Mumbai were post-pandemic & Chennai saw 3x (6/n)

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Vishan

@vishan_khadke

1 month

@stockifi_Invest Do you have the entire investment amount wise distribution? I know it would be Pareto 80:20 but was curious to see the data

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Vishan

@vishan_khadke

2 months

The power sector ⚡ outlay for renewable energy and transmission n distribution is huge. 340-385 Bn USD -> 27L Cr to 31L Cr in next 6 years or 4-5 L Cr per year. Big opportunity 🔥🔥 #kpigreen #waaree #exicom #apar #sanghvi #advait #bajel #sjvn #swsolar #ireda

vin8-

@inv_vin8

2 months

Net-net 400-450 B $ capex (~35 lakh cr)… T&D and RE combined…. No sings of spending halting till 2029 at least … Also some Gas is cooking lately…

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Vishan

@vishan_khadke

1 month

@KakulMisra The people paying taxes ALSO are mostly salaried people.

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Vishan

@vishan_khadke

4 years

Just for the love of metal!! But will have to wait a long to feel it. A huge shoutout to @GetOneCardIN and the team headed by @sinhaanurag14 @rupeshk_19 .You guys have done a commendable job. @GetOneScore is something I have been using since 9 months.

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Vishan

@vishan_khadke

4 years

Truly an inspiring story @iRadhikaGupta Ma'am Everybody is unique. Everybody is different. A role model for anyone and everyone out there.

Radhika Gupta

@iRadhikaGupta

6 years

I have spoken many times, but this is special and straight from the heart! This is my story.... The Girl with a Broken Neck.

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Vishan

@vishan_khadke

3 months

Va Tech Wabag • Complete water treatment solution provider globally • Ranked among top 5 desalination players • 125+ IP rights developed inhouse • Focuses on Adv. Tech, value added and high margin products Read complete thread 👇 (1/n) #vatech #wabag

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Vishan

@vishan_khadke

1 month

Waste Water treatment to play a big role in coming years 🔥🔥 Abundant water has also become a selling point for builders which was once a basic thing. Sad state of affairs. Watchout water treatment companies. Credits for the pic: @aditya_kondawar #bengaluru #water

Vishan

@vishan_khadke

2 months

🔴🔴 Water Crisis - A big problem 🎯 Industrial sectors such as coal power generators and steel makers would be most affected due to water stress. 🎯 Agriculture sector would also be hampered which would lead to increase in inflation of food and decline in the incomes 🎯

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Vishan

@vishan_khadke

1 month

@SJosephBurns Risk

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Vishan

@vishan_khadke

2 months

🎯 Highway Construction - NHAI is targeting 5,000 Km highways in FY25 against 6,644 in FY24, a decrease of 25% over previous year. The decrease is mainly due to slowdown in award of projects and election's model code of conduct. While analysts are predicting a growth of 5-8%

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Vishan

@vishan_khadke

2 months

National Datacenter Policy - 12K Cr scheme to attract investors, promote local equip. use - Provide Infra status to DC to avail long term credit - Specialized DC Economic Zones - Quality power for uninterrupted supply - Encourage global manuf. to manufacture in India (4/n)

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Vishan

@vishan_khadke

2 months

Data center - Futuristic • Capacity to grow from 700 to 1700 MW from 2023 to 26 with 30% CAGR • Growth drivers - AI - 5G - Govt favouring Digital India - Cloud computing (5/n)

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Vishan

@vishan_khadke

1 month

⚡️ Retail spends by Indians in FY24 ⚡️ • Indians spent equal amounts for mobiles and health & beauty (3% each) which goes on to show the fascination towards buying iphones on EMIs ‼️ • 60% of the spending is on Food and Grocery - one of the essentials for living 🎯 • 12% on

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Vishan

@vishan_khadke

2 months

E2E Networks up 80% in last 1 month 🔥🔥 #e2enetworks

Vishan

@vishan_khadke

3 months

E2E Networks • It is a AI focused hyperscaler offering advanced cloud GPUs ecosystem for development of Al/ ML applications • It is on a mission to provide scalable, accessible and affordable AI/ML platform for all Read the complete thread 👇 (1/n) #e2enetworks

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Vishan

@vishan_khadke

3 months

Netweb! Netweb is an Indian full stack service provider of computing services. Offerings 1. High Performance Computing - 36% 2. Private Cloud - 37% 3. AI systems - 11% 4. High performance storage solutions - 5% 5. Datacenter servers - 5% 6. Others - 6% (1/n)

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