Transrail Lighting: A ₹15,000 Cr Orderbook Hiding in Plain Sight?

Don’t let the name mislead you

⚡️This isn’t a lighting company—it’s a Transmission & Distribution EPC player, riding the right theme in India, at the right time!!

Here’s what you need to know
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#StockMarket #investing Business Model

✅ It manufactures Electric Poles, Towers, Conductors

✅Installs them for clients (EPC)

✅Operates in Power T&D, Railway Electrification, Civil Infra and Lighting

90% - 95% of its revenue comes from EPC contracts, not product sales

Jupiter Wagons vs. Titagarh Rail Systems – Q4 Showdown! 🚆

Two of the most celebrated railway stocks in the market posted flat Q4 results few days ago

They’ve delivered multibagger returns in the past—but are now stuck in consolidation

So, let’s compare financials and execution to see which one looks more promising

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#StockMarket #investing 🚧 A Reality Check on Railway Capex

The previous UPA Govt. spent an average of ₹17,000 Cr annually on Railways

Under Modi’s BJP Govt., this has averaged ₹1.7 lakh Cr per year—a 10x increase that sparked a Railway stock bull run

But here’s the catch👇

For the past 4 years, the budget has plateaued at ~₹2.5 lakh Cr annually

The slowdown in incremental allocation is now reflecting in stock prices and earnings

Inox Wind vs. Suzlon Energy: Q4 Showdown!

Two of the most talked-about stocks in India’s Renewable Energy space just declared their results

Where should you put your money?

Let me break it down for you

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#StockMarket #investing The Wind Energy Business Model

Both companies operate in the same Green vertical: Wind Turbine Manufacturing

But that’s not all. It also includes:
🔸 Manufacturing wind turbines
🔸 Providing turnkey project execution
🔸 Operation & maintenance (O&M) services
🔸 After-sales service & remote monitoring

In short, they don’t just make windmills—they build and maintain entire wind farms

Both are heavily India-focused, with >94% of revenue coming from the domestic market

So who’s executing better?

Let’s take a look

The Biggest theme in the Indian Stock Market is Power Transmission

Within the Transmission theme, I’m most bullish on Transformers

There’s so much demand over next few years, supply can’t possibly match up!!!

The core of Transformers are something called Lamination Strips

Let’s check out what crucial materials are used to make these Lamination Strips, and which listed companies manufacture them

#StockMarket #investing 👉What are Lamination Strips?

🔶Lamination strips are thin sheets of magnetic steel (such as CRGO, CRNGO, or CRNO) that are stacked together to form the core of electrical devices like transformers, motors, and generators

🔶These strips minimize energy loss in electrical equipment by directing and managing the magnetic flux more efficiently

🔶They help reduce heat generation and improve energy efficiency

How did this transformer maker go from a P/E of 254x to 90x in just 4 months?

💸One word – Profits!!!!

🚀A massive 2,200% surge in net profits, making it one of India’s fastest-growing industrial stocks

🏭 Here’s everything you need to know about Transformers & Rectifiers (TARIL)—a leader in an industry where supply cannot match up to demand

#StockMarket #investing What role do Transformers play?

⚡Transformers are the backbone of India’s electricity infrastructure. They convert raw power from grids into a usable form that powers our homes, offices, and industries

🔋They’re not just electrical components—they are enablers of India’s energy security

🚨⚡️BREAKING NEWS – Govt. Announces Brand New EV Subsidy Scheme

😮But it skips out Electric & Hybrid Cars!!!!

💸 The “PM E-Drive” Scheme has an outlay of ₹10,900 Crores for 2 years announced just few hours ago

It’s focus is purely on Electric
🛵 2-Wheelers
🛺 3-Wheelers
🚎 Buses
🔌 Charging Infrastructure

🤜 Here’s a head-to-head of the scheme’s 2 biggest beneficiaries – JBM Auto vs. Olectra Greentech

#StockMarket #investing The PM Electric Drive Revolution (PM E-Drive) will spend 3,679 crore to support
🛵 24.79 lakh electric 2-W
🛺 3.16 lakh electric 3-W
🚎 14,028 electric buses

🚌 A further ₹4,391 Cr will be provided to purchase 14,028 electric buses by public transport agencies

🔌 A special emphasis has been laid on building charging infrastructure — a key bottleneck in large-scale adoption of EVs

⚡️The focus is clearly on electrifying public transport as Union Minister Ashwini Vaishnaw said“There is no provision for electric (or hybrid) cars under new scheme"

♻️Turning Trash Into Treasure: Gravita India & Pondy Oxides Chemicals

👉Both are in the business of recycling, mainly Lead

👉Both are critical to India’s circular economy

👉And both have been a smash hit with investors recently

Let’s check them out

[Bookmark this]
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#StockMarket #investing
@SureshKBN To begin with, here's a quick snapshot of these 2:

♻️Gravita India
✅Mkt Cap ~ ₹15,721 Cr
✅CMP ~ ₹2,277/-
✅P/E ~ 61.8 X
✅1Y Returns~ 190%

🏭Pondy Oxides & Chemicals
✅Mkt Cap ~ ₹2,267 Cr
✅CMP ~ ₹1,798/-
✅P/E ~ 47.7 X
✅1Y Returns~ 271%

📑Here’s by how much the Budget increased allocations for some prominent sectors on July 23rd2024

💊PLI for Pharma: ₹1,696 Cr ➡️ ₹2,143 Cr
💻Electronics / IT Products: ₹4,650 Cr ➡️ ₹6,200 Cr
🌞Solar Power: ₹4,970 Cr ➡️ ₹10,000 Cr
⚛️Nuclear Power: ₹442 Cr ➡️ ₹2,228 Cr
⚙️PLI for Auto Components: ₹484 Cr ➡️ ₹3,500 Cr

🔷The jump in allocation for Auto Components is the biggest, underscoring the Govt’s. push for this employment generating sector

🔶Further, the BJP’s Election Manifesto emphasised a focus on manufacturing Electric Vehicles, and the growing need for localization in EV segment

🔷These add up to massive tailwinds for two of India’s premier auto component makers - Uno Minda and Sona BLW Precision Forgings

🔶Here's a head to head comparison

#StockMarket #investing 👉Here's a snapshot of both companies

🚗Uno Minda
✅Mkt Cap ~ ₹57,810 Cr
✅CMP ~ ₹1007/-
✅P/E ~ 65.1x
✅1Y Return ~ 80%

⚙️Sona BLW Precision Forgings
✅Mkt Cap ~ ₹38,296 Cr
✅CMP ~ ₹653/-
✅P/E ~ 70.6 x
✅1Y Return ~ 18%

🚨The US Federal Reserve has blundered again!!!!

🤦🏻And looks like we’re going to be picking up the pieces

#StockMarket #recession 👉It all began in 2020 during the Covid 19 Pandemic. The US Govt. printed massive amounts of money and issued stimulus cheques to their citizens, thereby flooding the economy with cash

👉This overdone stimulus welcomed an uninvited guest – Inflation!!!!

🚂 The BJP has made no secret of the fact they want to upgrade India’s Railway Infrastructure

🛤️ The party’s Election Manifesto for next 5 years not only has 2 full pages dedicated to this, but also promises to extend usage of the critical “Made In India” Kavach System

🕵️ Let’s find out what this technology is, and which stocks stand to benefit from its extensive implementation

#StockMarket #investing 🇮🇳BJP’s Election Manifesto states the following –

🛡️We have indigenously developed Automatic Train Protection System Kavach and are rapidly expanding its coverage

🛡️In the next few years, we will expand the manufacturing, design, and installation of Kavach in “Mission Mode” just as we electrified the Railway network

I was questioned about steep valuations after writing in favour of Transformer stocks

⚡So, here are 2 mid caps that are part of the same Power Transmission & Distribution (T&D) sector, but in a different way – Hitachi Energy v/s Apar Industries

📈One has reasonable valuation, the other absurd. Both are high growth stocks on an upcycle!!

Let’s see who prevails
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#StockMarketindia #investing
@SureshKBN 🇮🇳As India charges towards a greener future, combined with additional power demand from EVs, Data Centres, & Railways – our Transmission & Distribution (T&D) infrastructure needs an urgent upgrade

💸There’s a multi billion dollar opportunity for companies that cater to various stages of the T&D value chain

🏭Two Co’s at the forefront are Hitachi Energy India & Apar Industries

👇Let’s see how each of them contribute to the ecosystem, & stack up against each other

#StockMarket

🕵️This NRI fund manager attained celebrity status overnight in India when he invested in Adani Group shares after the Hindenburg Report fiasco

🚨His philosophy is to invest in companies where he feels there is a big disconnect between reality, & the way the market perceives it

🇮🇳Here is this global fund manager’s view on India, & how it stacks up with the opportunities available internationally

#StockMarket #investing 🔎Who Is Rajiv Jain?

👉He is the founder & Chief investment Officer (CIO) of GQG Partners – a boutique investment firm based in the USA with assets under management of $143 Bn

👉Born in India, Jain moved to the U.S. in the early 1990s to pursue an M.B.A.

👉He cofounded GQG in 2016 with Tim Carver, the firm's CEO. They took it public on the Australian Stock Exchange in October 2021

Why am I slowly building up a position in these Transformer stocks?

1.⁠ ⁠Transformers & Rectifiers
2.⁠ ⁠⁠Hitachi Energy
3.⁠ ⁠⁠GE T&D India
4.⁠ ⁠⁠Voltamp Transformers
5.⁠ ⁠⁠Shilchar Technologies
6.⁠ ⁠⁠Indo Tech Transformers

In a nutshell – it’s the opportunity of a lifetime; while the upcycle lasts for the next few years!!
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#StockMarket #investing
@SureshKBN 🇮🇳Till now, India's grid had excess capacity to accommodate renewable energy. But as we go full throttle with our Green Energy ambitions, we'll need a massive transmission infrastructure upgrade to integrate these new sources

⚡ The Govt. is promoting renewable energy by allowing clean energy consumers free access to the interstate transmission grids

#RenewableEnergy

The concept of MOAT explained through the business model of Azad Engineering

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#StockMarket #investing Azad Engineering manufactures precision engineering components mainly for the aerospace sector, but also for defense, renewable energy, oil and gas industries

In simple words – they make super specialized parts for aircraft engines!!

#StockMarket

⚡️The world’s biggest CAPEX spending is powering these 2 Indian small cap stocks

👉Transformers & Rectifiers and Shilchar Technologies

👇Read the entire thread to find out how
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#StockMarket #investing
@SureshKBN 🔶The global economy is undergoing the single largest CAPEX in history to transform itself from outdated, polluting “Thermal” power to clean “Renewable” energy

🔶At the heart of it are Transformers - which convert grid powered electricity into a usable form for households and industries

#StockMarket #Transformers

🔥Both #IRFC 🚂 & #IREDA ♻️ have given multibagger returns of 135% & 185% in last 2-months

📈Their seemingly mundane business models are suddenly in focus

😼Let's compare these 2 financiers & see what makes them so special!

👇A detailed analysis
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#StockMarket #investing Here is a snapshot:

🚂Indian Railway Finance Corporation

✅Mkt Cap ~ ₹2,27,196 Cr
✅CMP ~ ₹174/-
✅P/E ~ 37.4x
✅1Y Return ~ 456%

♻️Indian Renewable Energy Development Agency

✅Mkt Cap ~ ₹45,638 Cr
✅CMP ~ ₹170/-
✅P/E ~ 52.8x
✅2M return since IPO ~ 185%

#investing

🌍The entire world is talking about the Global Biofuel Alliance. It was part of recently concluded G20 Summit in Delhi

♻️It aims to increase the use of Biofuels for member nations

📈One Co. is a direct beneficiary: Kotyark Industries (shares up 30% last week)

👇Let’s Analyse 👉But before we dive deep, let's understand what Biofuels are & why they are important

🔶Biofuel is a liquid fuel produced from renewable biological sources like plants & algae

🔶It offers an alternative to renewable energy sources such as Wind, Solar, & Water

#StockMarket

🐴The Dark Horse of Large Cap IT Sector!

👉Wipro: The worst performing Large Cap IT Stock

📈But, now it’s giving huge breakout signals on charts

✅Share price surged 6.6% in Friday’s trade – the most by a big IT Co.

👇Here's the complete analysis

#StockMarket #investing But before we dive deep into it, here's a snapshot of the Co.

✅Mkt Cap ~ ₹2,41,673 Cr
✅CMP ~ ₹463/-
✅P/E ~ 20.8x
✅1Y Return ~ 13%

Now, let's dive deep into it!

@Wipro

🛳️The story of India's largest Shipbuilder!

⚓️Cochin Shipyard: Kerala's heavyweight & Indian Govt's arm for Shipbuilding activities

👇Here's the complete business analysis of this giant!
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#StockMarket #investing @cslcochin @cslcochin But before we dive into the detailed business analysis, here's a snapshot

✅Mkt Cap ~ ₹17,119 Cr
✅CMP ~ ₹1,301/-
✅P/E ~ 41x
✅1Y Return ~ 110%

Now, let's see the fundamentals

#stockmarkets

🔥The Co. that hit upper circuit sessions in a row

📈It has jumped from ₹64 to ₹112 in less than week

✅And looking better after today’s #COP28 resolution to triple renewable energy capacity

😼Here’s the business model that makes IREDA so special

🧵A thread

#BreakoutStock But before we dive deep into it, here's a snapshot of IREDA

✅Mkt Cap ~ ₹30,102 Cr
✅CMP ~ ₹112/-
✅P/E ~ 34.6x
✅Returns over IPO price ~ 250%

🔶Now let's understand why this stock has surged so much

#StockMarketindia #IREDA

🔋KPI Green: One of the leading Solar Power Producers in India!!

✅Mkt Cap: ₹3,786 Cr
✅CMP: ₹1,048
✅P/E: 28.1x
✅1Y Return: 158%

🙆‍♂️Co. hit upper circuit twice last week after declaring blockbuster results

👇Here's the complete business analysis!
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#StockMarket #investing 👉Business overview

🔷KPI Green is a part of KP Group which was founded by Dr. Farukbhai Patel in 1994 in Surat, Gujarat

🔷KPI Green, formerly known as KPI Global Infra was incorporated in 2008 & is in the business of Solar Power Generation

#StockMarket #renewableenergy