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Rohan Gupta, CFPยฎ Profile picture
@NiveshwithRG
Sep 12 โ€ข 8 tweets โ€ข 2 min read โ€ข Read on X
๐Ÿงต ๐Ÿ’ ๐‡๐ข๐๐๐ž๐ง ๐ƒ๐š๐ญ๐š ๐‚๐ž๐ง๐ญ๐ž๐ซ ๐’๐ญ๐จ๐œ๐ค๐ฌ ๐จ๐Ÿ ๐ˆ๐ง๐๐ข๐š ๐Ÿ‘‡

Everyone talks about Anant Raj & Aurionpro.
They are the obvious plays.

But in the shadows, there are 4 lesser known companies quietly powering India Data Center boom.

Hereโ€™s the story ๐Ÿ‘‡ Image
โšก ๐–๐ก๐ฒ ๐ƒ๐š๐ญ๐š ๐‚๐ž๐ง๐ญ๐ž๐ซ๐ฌ?

โ€ขIndia internet traffic is ๐ž๐ฑ๐ฉ๐ฅ๐จ๐๐ข๐ง๐  ๐Ÿ“ˆ
โ€ข๐€๐ˆ + ๐‚๐ฅ๐จ๐ฎ๐ = massive infra demand
โ€ขBy 2030, India could be a ๐ ๐ฅ๐จ๐›๐š๐ฅ ๐๐š๐ญ๐š ๐ก๐ฎ๐›

Winners? The โ€œ๐ฉ๐ข๐œ๐ค๐ฌ & ๐ฌ๐ก๐จ๐ฏ๐ž๐ฅ๐ฌโ€ players: power, infra & cooling.
๐‡๐ข๐๐๐ž๐ง ๐’๐ญ๐จ๐œ๐ค #๐Ÿ โ€” ๐Š๐ข๐ซ๐ฅ๐จ๐ฌ๐ค๐š๐ซ ๐Ž๐ข๐ฅ ๐„๐ง๐ ๐ข๐ง๐ž๐ฌ (๐Š๐Ž๐„๐‹)

โ€ขLeading ๐ ๐ž๐ง๐ฌ๐ž๐ญ & ๐ฉ๐จ๐ฐ๐ž๐ซ solutions player
โ€ข๐Ž๐ฉ๐ญ๐ข๐๐ซ๐ข๐ฆ๐ž & high-HP gensets = critical DC backup
โ€ขWon โ‚น๐Ÿ๐Ÿ•๐ŸŽ ๐‚๐ซ ๐๐š๐ฏ๐ฒ ๐ž๐ง๐ ๐ข๐ง๐ž ๐ฉ๐ซ๐จ๐ฃ๐ž๐œ๐ญ (validates capability)
โ€ขExpanding globally

๐Ÿ‘‰ A ๐›๐š๐œ๐ค๐›๐จ๐ง๐ž ๐Ÿ๐จ๐ซ ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž ๐ฉ๐จ๐ฐ๐ž๐ซ in DCs.
4/
 ๐‡๐ข๐๐๐ž๐ง ๐’๐ญ๐จ๐œ๐ค #๐Ÿ โ€” ๐๐š๐ฃ๐ž๐ฅ ๐๐ซ๐จ๐ฃ๐ž๐œ๐ญ๐ฌ

โ€ขEx-๐๐š๐ฃ๐š๐ฃ ๐„๐ฅ๐ž๐œ๐ญ๐ซ๐ข๐œ๐š๐ฅ๐ฌ ๐„๐๐‚ ๐š๐ซ๐ฆ
โ€ขIn ๐’๐ž๐ฉ๐ญ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’, bagged ๐Ÿ๐ฌ๐ญ ๐๐š๐ญ๐š ๐œ๐ž๐ง๐ญ๐ž๐ซ ๐จ๐ซ๐๐ž๐ซ
โ€ข220/33 kV ๐†๐ˆ๐’ ๐ฌ๐ฎ๐›๐ฌ๐ญ๐š๐ญ๐ข๐จ๐ง & ๐ญ๐ซ๐š๐ง๐ฌ๐ฆ๐ข๐ฌ๐ฌ๐ข๐จ๐ง ๐ฅ๐ข๐ง๐ž (Navi Mumbai DC)

๐Ÿ‘‰ An ๐ž๐š๐ซ๐ฅ๐ฒ ๐ฆ๐จ๐ฏ๐ž๐ซ in DC infra contracts.
๐‡๐ข๐๐๐ž๐ง ๐’๐ญ๐จ๐œ๐ค #๐Ÿ‘ โ€” ๐Œ๐š๐ซ๐ข๐ง๐ž ๐„๐ฅ๐ž๐œ๐ญ๐ซ๐ข๐œ๐š๐ฅ๐ฌ

โ€ขCore: ๐ƒ๐ž๐Ÿ๐ž๐ง๐œ๐ž & ๐Œ๐š๐ซ๐ข๐ง๐ž ๐š๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐จ๐ง
โ€ข4 subsidiaries; plants in ๐Œ๐ฎ๐ฆ๐›๐š๐ข & ๐†๐จ๐š
โ€ขWinning ๐ƒ๐ž๐Ÿ๐ž๐ง๐œ๐ž ๐๐’๐” & ๐ข๐ง๐Ÿ๐ซ๐š ๐จ๐ซ๐๐ž๐ซ๐ฌ
โ€ขReported work with ๐๐š๐ญ๐š-๐œ๐ž๐ง๐ญ๐ž๐ซ ๐œ๐ฎ๐ฌ๐ญ๐จ๐ฆ๐ž๐ซ๐ฌ

๐Ÿ‘‰ A ๐๐ž๐Ÿ๐ž๐ง๐œ๐ž-๐ญ๐จ-๐ข๐ง๐Ÿ๐ซ๐š ๐œ๐ซ๐จ๐ฌ๐ฌ๐จ๐ฏ๐ž๐ซ story.
๐‡๐ข๐๐๐ž๐ง ๐’๐ญ๐จ๐œ๐ค #๐Ÿ’ โ€” ๐Š๐‘๐ ๐‡๐ž๐š๐ญ ๐„๐ฑ๐œ๐ก๐š๐ง๐ ๐ž๐ซ๐ฌ

โ€ขBuilds ๐œ๐จ๐ง๐๐ž๐ง๐ฌ๐ž๐ซ๐ฌ & ๐œ๐จ๐ข๐ฅ๐ฌ for cooling
โ€ขClients: ๐ƒ๐š๐ข๐ค๐ข๐ง, ๐’๐œ๐ก๐ง๐ž๐ข๐๐ž๐ซ, ๐๐ฅ๐ฎ๐ž ๐’๐ญ๐š๐ซ, ๐Š๐ข๐ซ๐ฅ๐จ๐ฌ๐ค๐š๐ซ
โ€ขNew ๐๐ž๐ž๐ฆ๐ซ๐š๐ง๐š ๐ฉ๐ฅ๐š๐ง๐ญ coming up

๐Ÿ‘‰ A ๐ฌ๐ข๐ฅ๐ž๐ง๐ญ ๐›๐ž๐ง๐ž๐Ÿ๐ข๐œ๐ข๐š๐ซ๐ฒ of DC cooling demand.
โš ๏ธ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ:

These are ๐ง๐จ๐ญ ๐Ÿ๐ฅ๐š๐ฌ๐ก๐ฒ ๐จ๐ฉ๐ž๐ซ๐š๐ญ๐จ๐ซ๐ฌ.
They are the โ€œ๐ฉ๐ฅ๐ฎ๐ฆ๐›๐ข๐ง๐ โ€ of Indiaโ€™s data revolution.

๐Ÿ‘‰ ๐‹๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐ฌ๐ญ๐จ๐ซ๐ข๐ž๐ฌ, ๐ง๐จ๐ญ ๐ฌ๐ก๐จ๐ซ๐ญ-๐ญ๐ž๐ซ๐ฆ ๐ญ๐ซ๐š๐๐ž๐ฌ.
Your turn ๐Ÿ‘‡

Which of these ๐ก๐ข๐๐๐ž๐ง ๐ ๐ž๐ฆ๐ฌ would you keep on your watchlist?

(Not investment advice. Please do your own due diligence ๐Ÿ™)

#DataCenters #StockMarketIndia

โ€ข โ€ข โ€ข

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Rohan Gupta, CFPยฎ Profile picture
Sep 13
๐Ÿšจ ๐ˆ๐ง๐๐ข๐š ๐„๐ง๐ž๐ซ๐ ๐ฒ ๐…๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ข๐ฌ ๐‚๐ก๐š๐ง๐ ๐ข๐ง๐  ๐…๐จ๐ซ๐ž๐ฏ๐ž๐ซ

๐‘๐ž๐ฅ๐ข๐š๐ง๐œ๐ž once the king of Oil & Gas is betting โ‚น๐Ÿ•๐Ÿ“,๐ŸŽ๐ŸŽ๐ŸŽ ๐‚๐ซ to become the ๐“๐ž๐ฌ๐ฅ๐š ๐จ๐Ÿ ๐‘๐ž๐ง๐ž๐ฐ๐š๐›๐ฅ๐ž๐ฌ.

If they succeed, this could re-rate not just Reliance but the entire Indian energy market.

Here is the full story ๐Ÿงต๐Ÿ‘‡Image
In the ๐Ÿ๐ŸŽ๐Ÿ๐ŸŽ ๐€๐†๐Œ, ๐Œ๐ฎ๐ค๐ž๐ฌ๐ก ๐€๐ฆ๐›๐š๐ง๐ข announced:

Reliance will invest โ‚น๐Ÿ•๐Ÿ“,๐ŸŽ๐ŸŽ๐ŸŽ ๐‚๐ซ ($๐Ÿ๐ŸŽ๐) to build a ๐๐ž๐ฐ ๐„๐ง๐ž๐ซ๐ ๐ฒ ๐„๐œ๐จ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ.

๐Ÿ‘‰ Solar, Hydrogen, Batteries, Fuel Cells, Bio-energy

This was the first signal: Reliance is going green.
๐‰๐š๐ฆ๐ง๐š๐ ๐š๐ซ, once the worldโ€™s largest oil refinery hub is now being transformed into the ๐ƒ๐ก๐ข๐ซ๐ฎ๐›๐ก๐š๐ข ๐€๐ฆ๐›๐š๐ง๐ข ๐†๐ซ๐ž๐ž๐ง ๐„๐ง๐ž๐ซ๐ ๐ฒ ๐†๐ข๐ ๐š ๐‚๐จ๐ฆ๐ฉ๐ฅ๐ž๐ฑ.

๐Ÿ“ Spread across ๐Ÿ“,๐ŸŽ๐ŸŽ๐ŸŽ ๐š๐œ๐ซ๐ž๐ฌ
๐Ÿญ Hosting ๐Ÿ“ ๐†๐ข๐ ๐š ๐…๐š๐œ๐ญ๐จ๐ซ๐ข๐ž๐ฌ:
โ€ขSolar PV
โ€ขFuel Cells
โ€ขGreen Hydrogen
โ€ขEnergy Storage
โ€ขPower Electronics
Read 10 tweets
Rohan Gupta, CFPยฎ Profile picture
Sep 13
๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ ๐—ถ๐˜€ ๐—ฏ๐—ฒ๐˜๐˜๐—ถ๐—ป๐—ด ๐—ฏ๐—ถ๐—ด ๐—ผ๐—ป ๐˜€๐—ฒ๐—บ๐—ถ๐—ฐ๐—ผ๐—ป๐—ฑ๐˜‚๐—ฐ๐˜๐—ผ๐—ฟ๐˜€ ๐Ÿ‡ฎ๐Ÿ‡ณ

Govt is pushing hard with incentives.
Global giants are watching India closely.

One small Hyderabad-based company is in the spotlight: #MOSChip Technologies.

But is it the next big thing or a trap? ๐Ÿค” Image
๐—ง๐—ต๐—ฒ ๐—ฆ๐—ฒ๐—บ๐—ถ๐—ฐ๐—ผ๐—ป๐—ฑ๐˜‚๐—ฐ๐˜๐—ผ๐—ฟ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฒ ๐—–๐—ต๐—ฎ๐—ถ๐—ป ๐Ÿงฉ

1๏ธโƒฃ Design (Nvidia, AMD โ€“ US)
2๏ธโƒฃ Fabrication (Taiwan, Korea โ€“ $10B+ capex)
3๏ธโƒฃ Assembly & Testing
4๏ธโƒฃ Distribution

MOSChip fits into design, but for simpler ASICs, not cutting-edge GPUs.
๐—ช๐—ต๐—ฎ๐˜ ๐—ฑ๐—ผ๐—ฒ๐˜€ ๐— ๐—ข๐—ฆ๐—–๐—ต๐—ถ๐—ฝ ๐—ฑ๐—ผ? ๐Ÿข

โ€ขSilicon Engineering โ†’ custom ASIC designs
โ€ขProduct Engineering โ†’ hardware + PCB + software + AI/ML + cloud
โ€ขAcademy โ†’ trains engineers (minor revenue)
Read 12 tweets
Rohan Gupta, CFPยฎ Profile picture
Sep 12
๐Ÿงต 3 Stocks with ๐Ÿ๐ŸŽ๐ŸŽ%+ ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐†๐ซ๐จ๐ฐ๐ญ๐ก in Q1 FY26

Quarterly results are out.
Winners & losers are clear.

But here are 3 stocks from Nifty 500 that posted massive revenue jumps.

Why so fast?
Is it sustainable?
Or a one-off spike?

Letโ€™s decode ๐Ÿ‘‡ Image
1/ Chalet Hotels ๐Ÿจ

Not just hotels, Chalet is a diversified hospitality & real estate play.
โ€ข๐Ÿ๐Ÿ ๐ก๐จ๐ญ๐ž๐ฅ๐ฌ | ๐Ÿ‘,๐Ÿ‘๐Ÿ“๐Ÿ ๐ซ๐จ๐จ๐ฆ๐ฌ | ๐Ÿ๐Ÿ ๐›๐ซ๐š๐ง๐๐ฌ (Marriott, Accor, Hyatt)
โ€ขFY25 revenue mix:
โ€ขHotels & Resorts โ†’ ๐Ÿ–๐Ÿ•%
โ€ขCommercial leasing โ†’ ๐Ÿ๐Ÿ.๐Ÿ%
โ€ขResidential โ†’ ๐ŸŽ% (but kicked in FY26)

๐Ÿ“ˆ Q1 FY26:
โ€ขRevenue: โ‚น895 Cr (+148% YoY)
โ€ขNet Profit: โ‚น203 Cr (+233% YoY)
โ€ขEBITDA: โ‚น357 Cr | 40% margins

๐Ÿ‘‰ But ๐Ÿ’๐Ÿ–% revenue came from a one off residential project (Koramangala).

Excluding that:
โ€ขHotels & Commercial โ†’ +27% YoY revenue
โ€ขEBITDA โ†’ +37% YoY

๐Ÿ”‘ Takeaway: Core business solid, but real-estate boost is non-recurring.

โš ๏ธ Risks: ๐Ÿ‘๐Ÿ% promoter shares pledged, low RoE vs peers.
2/ Netweb Technologies ๐Ÿ’ปโšก

The quiet enabler of India AI & Data Centre boom.

3 growth pillars:
โ€ข๐‡๐ข๐ ๐ก-๐๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž ๐‚๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ข๐ง๐  (๐‡๐๐‚) โ†’ ๐Ÿ‘๐Ÿ“.๐Ÿ“% rev | +54% YoY
โ€ข๐๐ซ๐ข๐ฏ๐š๐ญ๐ž ๐‚๐ฅ๐จ๐ฎ๐ / ๐‡๐‚๐ˆ โ†’ ๐Ÿ‘๐Ÿ“.๐Ÿ% rev | +51% YoY
โ€ข๐€๐ˆ ๐’๐ฒ๐ฌ๐ญ๐ž๐ฆ๐ฌ โ†’ ๐Ÿ๐Ÿ’.๐Ÿ–% rev | 2x YoY

๐Ÿ“ˆ Q1 FY26:
โ€ขRevenue: โ‚น310 Cr (2x YoY)
โ€ขEBITDA: โ‚น45 Cr (+125% YoY | 15% margin)
โ€ขNet Profit: โ‚น30 Cr (2x YoY)

Highlights:
โ€ขExecuted large AI defense order
โ€ขAI segment โ†’ +300% YoY | โ…“ of revenue
โ€ขGovt orders = 60% revenue
โ€ขAnnounced โ‚น734 Cr AI infra deal under India AI Mission

โš ๏ธ Concerns:
โ€ขReceivables = ๐Ÿ‘๐ŸŽ% of sales
โ€ขWeak profit-to-cash conversion (median ๐Ÿ๐Ÿ‘%)
โ€ขFY25 CFO = negative

๐Ÿ”‘ Takeaway: AI = rocket fuel ๐Ÿš€ but watch cash flows closely.
Read 5 tweets
Rohan Gupta, CFPยฎ Profile picture
Sep 10
๐Ÿšจ The truth no one tells you:

In the last 20 years, midcaps have beaten largecaps in almost every cycle.
Yet 90% of investors stay stuck in Reliance, HDFC Bank, TCS.

Here is data & research on why midcaps create wealth & 7 stocks I am tracking for the next 5 yrs. ๐Ÿงต Image
Markets move in cycles:

๐Ÿ“ˆ Largecaps give safety.
๐Ÿ“ˆ Midcaps give growth.

๐Ÿ‘‰ 2013โ€“14: Midcaps > Largecaps
๐Ÿ‘‰ 2016โ€“17: Midcaps > Largecaps
๐Ÿ‘‰ Post-COVID 2021 & 2023โ€“24:

Midcaps again crushed largecaps.
Lesson โ†’ Cycles repeat. Wealth comes when you ride midcaps right.
Why do midcaps outperform?

โ€ขLarge biz = slower growth ๐Ÿข
โ€ขMidcap = room to scale ๐Ÿš€
โ€ขStock price = earnings acceleration

That is how some midcaps did 4xโ€“6x in a few years.
But โš ๏ธ volatility = real risk. Donโ€™t buy blind.
Read 13 tweets
Rohan Gupta, CFPยฎ Profile picture
Sep 9
๐Ÿšจ India Semiconductor Story

Everyone is chasing AI stocks.
But the backbone of AI, EVs & Digital India = ๐—ฆ๐—ฒ๐—บ๐—ถ๐—ฐ๐—ผ๐—ป๐—ฑ๐˜‚๐—ฐ๐˜๐—ผ๐—ฟ๐˜€.

And here is the shocking part ๐Ÿ‘‡
India market will ๐—ฑ๐—ผ๐˜‚๐—ฏ๐—น๐—ฒ ๐˜๐—ผ $๐Ÿญ๐Ÿญ๐Ÿฌ๐—• ๐—ฏ๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฏ๐Ÿฌ.

๐ŸŽฏ3 stocks stand out for investors to track.

A fact checked deep dive ๐ŸงตImage
The Big Picture ๐Ÿ“Š

โ€ข2024โ€“25 market size: $45โ€“50B
โ€ข2030 forecast: $100โ€“110B
โžก๏ธ CAGR: 15โ€“17%

โš ๏ธ Beware: Many fake โ€œsemiconductor Pvt Ltdโ€ names.

๐Ÿ‘‰ The only legit way: ๐—š๐—ผ๐˜ƒ๐˜ ๐—”๐—ฝ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฎ๐—น ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ ๐—ฆ๐—˜๐— ๐—œ๐—–๐—ข๐—ก ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ.
SEMICON India Mission ๐Ÿ‡ฎ๐Ÿ‡ณ

โ€ขLaunched: 2021

โ€ขOutlay: โ‚น76,000 Cr (~$10B)
โ€ขIncentives: ๐—จ๐—ฝ ๐˜๐—ผ ๐Ÿฑ๐Ÿฌ% ๐—ผ๐—ณ ๐—ฝ๐—ฟ๐—ผ๐—ท๐—ฒ๐—ฐ๐˜ ๐—ฐ๐—ผ๐˜€๐˜ for fabs/OSAT/display

This is the gold standard filter for real semiconductor plays.
Read 10 tweets
Rohan Gupta, CFPยฎ Profile picture
Aug 31
๐Ÿšจ Indiaโ€™s Next Big Consumption Wave: PREMIUMISATION ๐Ÿ‡ฎ๐Ÿ‡ณโœจ

Mass consumers are upgrading โ†’ from basic needs to aspirational wants.
This is Indiaโ€™s โ€œupgrade decadeโ€.

Hereโ€™s the full breakdown ๐Ÿงต๐Ÿ‘‡ Image
1. Executive Summary

โ€ข Premiumisation = shift to better quality, higher-priced products.

โ€ข No longer just luxury for the rich โ†’ mass consumers upgrading too.

โ€ข Indiaโ€™s per capita GDP: $2.7k (2024) โ†’ at the tipping point (like China 2007).

โ€ข Social media, e-comm & modern retail = Tier 2 & 3 cities going premium.

โ€ข Premium categories = 300โ€“500 bps higher margins.

๐Ÿ’ก Premium portfolios = resilient, strong pricing power, bigger market share.
2. Macro Drivers

โ€ข Rising incomes โ†’ 7% CAGR in last decade.

โ€ข Engelโ€™s Law โ†’ food % in household spend falling (urban: 61% non-food).

โ€ข Shift from needs โ†’ wants (travel, beauty, appliances).

โ€ข China Playbook (at $2.5k income):
โ€ƒโ€“ SUVs replaced hatchbacks
โ€ƒโ€“ Luxury fashion & watches boomed
โ€ƒโ€“ Tourism & e-comm exploded

โ€ข India today = China 2007โ€“2011 ๐Ÿš€
Read 9 tweets

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