Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
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

Missing some Tweet in this thread? You can try to force a refresh
ใ€€

Keep Current with Rohan Gupta, CFPยฎ

Rohan Gupta, CFPยฎ Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @NiveshwithRG

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

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(