🧵 3 Stocks with 𝟏𝟎𝟎%+ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐆𝐫𝐨𝐰𝐭𝐡 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?

Let’s decode 👇 1/ Chalet Hotels 🏨

Not just hotels, Chalet is a diversified hospitality & real estate play.
•𝟏𝟏 𝐡𝐨𝐭𝐞𝐥𝐬 | 𝟑,𝟑𝟓𝟏 𝐫𝐨𝐨𝐦𝐬 | 𝟏𝟏 𝐛𝐫𝐚𝐧𝐝𝐬 (Marriott, Accor, Hyatt)
•FY25 revenue mix:
•Hotels & Resorts → 𝟖𝟕%
•Commercial leasing → 𝟏𝟏.𝟐%
•Residential → 𝟎% (but kicked in FY26)

📈 Q1 FY26:
•Revenue: ₹895 Cr (+148% YoY)
•Net Profit: ₹203 Cr (+233% YoY)
•EBITDA: ₹357 Cr | 40% margins

👉 But 𝟒𝟖% revenue came from a one off residential project (Koramangala).

Excluding that:
•Hotels & Commercial → +27% YoY revenue
•EBITDA → +37% YoY

🔑 Takeaway: Core business solid, but real-estate boost is non-recurring.

⚠️ Risks: 𝟑𝟏% promoter shares pledged, low RoE vs peers.

🧵 𝟒 𝐇𝐢𝐝𝐝𝐞𝐧 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫 𝐒𝐭𝐨𝐜𝐤𝐬 𝐨𝐟 𝐈𝐧𝐝𝐢𝐚 👇

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.

Here’s the story 👇 ⚡ 𝐖𝐡𝐲 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫𝐬?

•India internet traffic is 𝐞𝐱𝐩𝐥𝐨𝐝𝐢𝐧𝐠 📈
•𝐀𝐈 + 𝐂𝐥𝐨𝐮𝐝 = massive infra demand
•By 2030, India could be a 𝐠𝐥𝐨𝐛𝐚𝐥 𝐝𝐚𝐭𝐚 𝐡𝐮𝐛

Winners? The “𝐩𝐢𝐜𝐤𝐬 & 𝐬𝐡𝐨𝐯𝐞𝐥𝐬” players: power, infra & cooling.

🚨 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. 🧵 Markets move in cycles:

📈 Largecaps give safety.
📈 Midcaps give growth.

👉 2013–14: Midcaps > Largecaps
👉 2016–17: Midcaps > Largecaps
👉 Post-COVID 2021 & 2023–24:

Midcaps again crushed largecaps.
Lesson → Cycles repeat. Wealth comes when you ride midcaps right.

🚨 India Semiconductor Story

Everyone is chasing AI stocks.
But the backbone of AI, EVs & Digital India = 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀.

And here is the shocking part 👇
India market will 𝗱𝗼𝘂𝗯𝗹𝗲 𝘁𝗼 $𝟭𝟭𝟬𝗕 𝗯𝘆 𝟮𝟬𝟯𝟬.

🎯3 stocks stand out for investors to track.

A fact checked deep dive 🧵 The Big Picture 📊

•2024–25 market size: $45–50B
•2030 forecast: $100–110B
➡️ CAGR: 15–17%

⚠️ Beware: Many fake “semiconductor Pvt Ltd” names.

👉 The only legit way: 𝗚𝗼𝘃𝘁 𝗔𝗽𝗽𝗿𝗼𝘃𝗮𝗹 𝘂𝗻𝗱𝗲𝗿 𝗦𝗘𝗠𝗜𝗖𝗢𝗡 𝗜𝗻𝗱𝗶𝗮.

🚨 India’s Next Big Consumption Wave: PREMIUMISATION 🇮🇳✨

Mass consumers are upgrading → from basic needs to aspirational wants.
This is India’s “upgrade decade”.

Here’s the full breakdown 🧵👇 1. Executive Summary

• Premiumisation = shift to better quality, higher-priced products.

• No longer just luxury for the rich → mass consumers upgrading too.

• India’s per capita GDP: $2.7k (2024) → at the tipping point (like China 2007).

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

• Premium categories = 300–500 bps higher margins.

💡 Premium portfolios = resilient, strong pricing power, bigger market share.