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Jul 10 โ€ข 20 tweets โ€ข 7 min read โ€ข Read on X
๐Œ๐ฎ๐ฅ๐ญ๐ข๐›๐š๐ ๐ ๐ž๐ซ ๐๐ข๐œ๐ค : ๐—•๐—˜๐—ฆ๐—ฆ ๐Ÿ”‹

๐ŸŽ‡ BONUS : Best Stocks with huge future potential ๐Ÿ’ฅ

Sector to grow 375 Times by Fy32 ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

A Mega ( Thread ) ๐Ÿงต
Below ๐Ÿ‘‡ Image
Need for BESS ๐Ÿง

๐Ÿ‘‰ Solar power depends on sunlight, no energy is at night, production falls on cloudy days

Without energy storage, excess renewable energy is wasted & fossil fuel power plants are needed as backup

BESS store energy during peak time & releasing it later Image
BESS ~ Renewable & Transmission Proxy โ˜€๏ธ

reduces peak load pressure, Improves Grid Stability & Enhances Transmission Efficiency

41,50,000 Crores Estimated Capex in Transmission Sector by FY50 ๐Ÿ”ฅ

500 GW of clean energy by 2030 ๐Ÿ”ฅ Image
BESS ~ Mega Opportunity ๐Ÿ’น

BESS ecosystem a Rs. 3.5 trn opportunity till FY32 ๐Ÿ”ฅ

BESS will see an astronomical surge of 375x to 42 GW by FY32, from FY24 levels ๐Ÿ”ฅ Image
BESS ~ Sectoral Tailwinds ๐Ÿƒ

- PLI for Advanced Cell Manufacturing

- Greater Priority to Storage Based Projects

- Battery prices crashed 82% in last 10 yrs & are expected to Crash further Image
Government Focus on BESS

12,500 MW of Battery Energy Storage System (BESS) projects currently under tender ๐Ÿ”ฅ

additional 3,300 MW is in the pipeline

massive scale-up from the earlier pilot of just 1,000 MWh in 2021 ๐Ÿ’ฅ Image
Proxy Sectors to play BESS Theme ๐Ÿ‘‡ Image
Maxvolt Energy Industries Ltd

M. Cap : 260 Cr
Forward P/E : 15
ROCE : 32%
Sales Growth : 123% ๐Ÿ”ฅ

Fy26 Guidance
- 180 Cr Topline ๐Ÿ”ฅ
- margins to improve

manufactures lithium-ion batteries

plan to set up a lithium recycling plant

Targeting 5% market share in India by 2028 Image
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CLN Energy

M. Cap : 662 Cr
P/E : 51.3
ROCE : 30.5%
Sales Growth : 65%

manufactures customized lithium-ion batteries

Did preferential issue of 3.6 L shares at Rs.281 to promoter, increasing promoter holding to 73.5% ๐Ÿ”ฅ

plans to expand from 112 to 500 distributor in 2 yrs ๐Ÿ”ฅ Image
Prostarm

M. Cap : 1,258 Cr
P/E : 41.2
ROCE : 30%

Promoter Holding : 72.82%

investing 25 Cr in 1.2 GWh BESS manufacturing facility by FY26 end ๐Ÿ”ฅ

got 22 MWh order from adani electricity

company plans to enter international markets in future Image
SPML Infra

M. Cap : 1,970 Cr
Forward PE : 27

Order Book : 3,000 Cr

Targeting 50% revenue & PAT growth in FY26 ๐Ÿ”ฅ

Significantly Reduced debt

175 Cr capex for 2.5 GW BESS battery pack facility in Pune

BESS to be 50% of revenue in 3yrs ๐Ÿ”ฅ Image
Advait Energy

M. Cap : 2,103 Cr
YoY Sales Growth : 226%
QoQ Sales Growth : 98%

Ace Investor Ashish Kacholia holds 2.67% Stake ๐Ÿ”ฅ

Eyeing on 1 GW of BESS Projects over the period of next 5 years Image
Quality Power

M. Cap : 6,267 Cr
Forward PE : 55

Guidance
FY26 : 800 Cr ๐Ÿ”ฅ
FY28 : 2000 Cr ๐Ÿ”ฅ

Recently acquired majority stake in STATCON Energiaa, a domestic power electronics manufacturer whose offerings include BESS.

( Note : Posted earlier in telegram ) Image
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Some More Companies ๐Ÿ”‹ Image
Peer Comparison ๐Ÿ“‹ Image
Some of the companies have the upto 5X potential in next 3 years ๐Ÿ’ฅ

which is your BESS Pick ?
Join my Real Telegram Channel ๐ŸŽฏ

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๐Ÿšจ Disclaimer : There is no recommendation to buy or sell analysis provided is just for educational purposes only
Some Intelligent investors

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More from @Chart_Wallah108

Jan 24
Highly Undervalued Debt-Free Water theme Microcap Multibagger ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

A Mega [ Thread ] ๐Ÿงต

Detailed Analysis Below ๐Ÿ‘‡ Image
Name ~ Denta Water & Infra Solutions Ltd Image
About the Company ๐Ÿ‘‡ Image
Read 12 tweets
Jan 22
๐—™๐˜‚๐˜๐˜‚๐—ฟ๐—ถ๐˜€๐˜๐—ถ๐—ฐ ๐—ฆ๐—บ๐—ฎ๐—น๐—น๐—ฐ๐—ฎ๐—ฝ ๐— ๐˜‚๐—น๐˜๐—ถ๐—ฏ๐—ฎ๐—ด๐—ด๐—ฒ๐—ฟ

5X potentail in 3 yrs ๐Ÿ’ฅ

Cyber Security + Data Centre ๐Ÿ”ฅ๐Ÿ”ฅ

A Mega [ Thread ] ๐Ÿงต

Techno-Funda Analysis ๐Ÿ‘‡ Image
Name ~ Allied Digital Services Ltd Image
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Jan 21
Top 9 Picks of Exencial Research ๐Ÿ”ฅ

40% to 120% Upside Targets ๐ŸŽฏ

A Mega [ Thread ] ๐Ÿงต

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1] Image
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Jan 16
๐—ง๐—ผ๐—ฝ ๐Ÿฑ ๐—จ๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ๐—ฑ ๐— ๐—ถ๐—ฐ๐—ฟ๐—ผ๐—ฐ๐—ฎ๐—ฝ ๐— ๐˜‚๐—น๐˜๐—ถ๐—ฏ๐—ฎ๐—ด๐—ด๐—ฒ๐—ฟ๐˜€ ๐Ÿ”ฅ

Upto 3X Potential ๐Ÿ’ฅ

โ–ถ๏ธ Looking really attractive at current levels after correction

A Mega [ Thread ] ๐Ÿงต

5 Multibagers Below ๐Ÿ‘‡ Image
Josts Engineering

Market Cap : 556 Cr
CMP : โ‚น 557
P/E : 36
ROCE : 25.3% ๐Ÿ”ฅ
YOY Sales Growth : 52.6% ๐Ÿ”ฅ
YOY Profit Growth : 133% ๐Ÿ”ฅ
Debt to equity : 0.2
Down from 52W High : 20.4

Jostโ€™s Engineering is in the business of material handling and engineered products Image
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ADSL

Market Cap : 1,312 Cr
CMP : โ‚น 234
P/E : 27
Debt Free ๐Ÿ”ฅ
Price to book : 2.2
3yrs Profit Growth : 34%
Cfo to Ebitda : 80% ๐Ÿ”ฅ
Down from 52W High : 27%

433 crore order win for Pune Safe City ๐Ÿ”ฅ

provider & Systems integrator offering infrastructure solutions and services Image
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๐—ง๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ ๐—•๐—ถ๐—ด ๐—ฉ๐—ผ๐—น๐˜‚๐—บ๐—ฒ ๐—•๐—ฟ๐—ฒ๐—ฎ๐—ธ๐—ผ๐˜‚๐˜๐˜€ ๐Ÿ”ฅ

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A Mega [ Thread ] ๐Ÿงต

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Save it for Later ๐Ÿ”–Image
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