⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.
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🌟 Insights from PwC on the Global Semiconductor Industry
Decoding PwC Luxembourg’s Report 🧵👇
1⃣The semiconductor industry is at a structural inflection point. What was once a cyclical sector driven by PCs and smartphones has now transformed into the backbone of global technological innovation, economic growth, and national security.
📌According to PwC, the global semiconductor market is expected to grow from $627 billion in 2024 to $1.03 trillion by 2030, reflecting a compound annual growth rate (CAGR) of 8.6%. This growth is underpinned by demand across artificial intelligence, electric vehicles, data centers, industrial automation, and the consumer electronics upgrade cycle.
🔋Battery Energy Storage System: Storage capacity is projected to grow 12X by FY32
A detailed overview of growth plans and listed companies poised to benefit from India’s Battery Energy Storage System sector. 🧵👇
✍️Battery Energy Storage System:
🔹This is an advanced technological solution that allows energy storage in multiple ways for later use.
🔹Given the possibility that an energy supply can experience fluctuations due to weather, blackouts, or geopolitical reasons, battery systems are vital for utilities, businesses, and homes to achieve a continual power flow.
🔹By combining battery energy storage with PV solutions, the batteries can mitigate the intermittent nature of renewable power by storing solar power produced during the day for nighttime use, thus guaranteeing a steady supply of power at all times.
🏗️Action Construction Equipment V/s Indo Farm Equipment
🗞️Big Opportunity for Equipment Makers: Govt plans ₹13,000 Cr incentive for construction equipment sector
🏗️ Comparing Two Key Players in the Construction Equipment Space
A Detailed Comparison 🧵👇
✍️About the company:
🔶Action Construction Equipment Ltd:
🔹ACE manufactures and markets hydraulic mobile cranes, tower cranes, forklifts, road construction equipment like backhoe loaders and compactors, as well as agricultural machinery such as tractors and harvesters.
🔹It is the world’s largest Pick & Carry crane maker with over 63% share in India’s mobile cranes segment, holds 60%+ share in tower cranes, leads forklifts with 19% share, and has captured over 10% share in tractors in Assam.
🏗️M & B Engineering V/s Interarch Building Solutions V/s Pennar Industries
🏗️ Pre-Engineered Buildings (PEBs) are revolutionizing modern construction: A Comparison of Three Small-Cap Players in this sector
A Detailed Comparison 🧵👇
✍️About the Company:
🔶Pennar Industries Ltd:
🔹PIL is a multi-location, multi-product company manufacturing precision engineering products, pre-engineered building systems, hydraulics, and warehousing solutions. It has a presence in India, the US, and France.
🔶Interarch Building Solutions Ltd:
🔹One of India's leading turnkey pre-engineered steel construction providers with integrated design, manufacturing, and on-site project management. It ranks as the 3rd largest PEB player, with over 30 years of experience through its brands TRACDEK® and TRAC®.