🧵 Cement stocks were crushed last year. Margins collapsed. Prices tanked.
Investors fled.

But now?
They are roaring back and Q2FY26 could mark the start of a new cycle.
Here’s the full story 👇 💡𝐓𝐡𝐞 𝐑𝐞𝐯𝐞𝐫𝐬𝐚𝐥 𝐍𝐨 𝐎𝐧𝐞 𝐒𝐚𝐰 𝐂𝐨𝐦𝐢𝐧𝐠

Cement demand is up 8% YoY despite monsoon weakness.
Rural India is driving it thanks to wage growth, strong monsoon, and infra spending.
Even the government capex pipeline is running hot at ₹3.5 Trillion per quarter.

🧵 𝐇𝐢𝐧𝐝𝐮𝐬𝐭𝐚𝐧 𝐙𝐢𝐧𝐜 - 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐌𝐢𝐧𝐢𝐧𝐠 𝐏𝐨𝐰𝐞𝐫𝐡𝐨𝐮𝐬𝐞 ⛏️🇮🇳

From zinc that protects steel to silver in EVs & solar panels, this ₹1.97L Cr giant powers India’s growth.

Here is the story simplified 👇 🔷 𝐓𝐡𝐞 𝐁𝐚𝐬𝐢𝐜𝐬:

•Founded: 1966
•World’s 2nd largest zinc producer
•World’s 3rd largest silver producer (746 MT in FY24)
•Controls 75% of India’s zinc market
•HQ: “Zinc City”, Udaipur

🧵 𝐇𝐨𝐰 𝐭𝐡𝐞 𝐖𝐨𝐫𝐥𝐝’𝐬 𝐌𝐨𝐧𝐞𝐲 𝐢𝐬 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 🌍💰

(Insights from 𝐌𝐚𝐧𝐢𝐬𝐡 𝐂𝐡𝐨𝐤𝐡𝐚𝐧𝐢)

𝐓𝐡𝐞 𝐒𝐡𝐨𝐜𝐤𝐢𝐧𝐠 𝐅𝐚𝐜𝐭:
👉 60% of all US dollars in circulation were printed in the last 5 years.

If India had done the same, ₹ would be 500/$ instead of ₹88.
The only reason it has not collapsed?
Trust.

But that trust is breaking 👇 𝐓𝐡𝐞 𝐃𝐨𝐥𝐥𝐚𝐫’𝐬 𝐑𝐢𝐬𝐞:

•After WWII → US became global banker
•1971 → Nixon removed gold backing
•Everyone forced to play by US rules

For 50+ years, the dollar was king 👑

🚨 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐈𝐧𝐝𝐢𝐜𝐞𝐬 𝐏𝐚𝐭𝐡𝐬𝐡𝐚𝐥𝐚 — 𝐃𝐚𝐲 𝟏 🚨

Today: 𝐍𝐢𝐟𝐭𝐲𝟏𝟎𝟎 𝐐𝐮𝐚𝐥𝐢𝐭𝐲 𝟑𝟎 📊

👉 An index that picks the 𝐭𝐨𝐩 𝟑𝟎 𝐡𝐢𝐠𝐡𝐞𝐬𝐭 𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 in India.
Think of it as a 𝐬𝐲𝐬𝐭𝐞𝐦𝐚𝐭𝐢𝐜 𝐰𝐚𝐲 𝐭𝐨 𝐨𝐰𝐧 𝐠𝐫𝐞𝐚𝐭 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬. 🧵👇 𝐖𝐡𝐚𝐭 𝐢𝐭 𝐢𝐬:

•Basket of 𝟑𝟎 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 from Nifty100.
•Chosen on:
✅ 𝐇𝐢𝐠𝐡 𝐑𝐞𝐭𝐮𝐫𝐧 𝐨𝐧 𝐄𝐪𝐮𝐢𝐭𝐲 (𝐑𝐎𝐄)
✅ 𝐋𝐨𝐰 𝐃𝐞𝐛𝐭-𝐭𝐨-𝐄𝐪𝐮𝐢𝐭𝐲 (𝐃/𝐄)
✅ 𝐒𝐭𝐚𝐛𝐥𝐞 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐠𝐫𝐨𝐰𝐭𝐡 (𝟓𝐘)
•Idea → Invest in 𝐬𝐭𝐫𝐨𝐧𝐠, 𝐝𝐮𝐫𝐚𝐛𝐥𝐞 𝐛𝐫𝐚𝐧𝐝𝐬.

🚨 Everyone talks about semiconductors.

But the real backbone of electronics is silently ignored:

𝗣𝗿𝗶𝗻𝘁𝗲𝗱 𝗖𝗶𝗿𝗰𝘂𝗶𝘁 𝗕𝗼𝗮𝗿𝗱𝘀 (𝗣𝗖𝗕𝘀).

And here’s the kicker ⬇️
𝟰 𝗜𝗻𝗱𝗶𝗮𝗻 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗿𝗲 𝗾𝘂𝗶𝗲𝘁𝗹𝘆 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗻𝗶𝗰𝗵𝗲.

Without PCBs, chips are just useless pieces of silicon.
Here’s the untold story of the PCB industry 👇 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗣𝗖𝗕𝘀 𝗱𝗼?

Think of PCBs as the roads & power lines inside electronics.

They connect chips with:
•𝗣𝗼𝘄𝗲𝗿 𝘀𝗼𝘂𝗿𝗰𝗲𝘀
•𝗢𝘁𝗵𝗲𝗿 𝗰𝗵𝗶𝗽𝘀
•𝗞𝗲𝘆𝗯𝗼𝗮𝗿𝗱𝘀, 𝘀𝗰𝗿𝗲𝗲𝗻𝘀 & 𝘀𝗲𝗻𝘀𝗼𝗿𝘀

Without PCBs, chips can’t function.
They are the 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 & 𝗽𝗼𝘄𝗲𝗿 𝗴𝗿𝗶𝗱 of electronics.

🚨 The Untold Truth of Gold & Silver 🚨

They have 𝗼𝘂𝘁𝗹𝗶𝘃𝗲𝗱 𝗲𝘃𝗲𝗿𝘆 𝗲𝗺𝗽𝗶𝗿𝗲, survived every 𝗰𝘂𝗿𝗿𝗲𝗻𝗰𝘆 𝗰𝗼𝗹𝗹𝗮𝗽𝘀𝗲, and today, 𝗰𝗲𝗻𝘁𝗿𝗮𝗹 𝗯𝗮𝗻𝗸𝘀 𝗮𝗿𝗲 𝗯𝘂𝘆𝗶𝗻𝗴 𝗿𝗲𝗰𝗼𝗿𝗱 𝘁𝗼𝗻𝗻𝗲𝘀.

But why now? And how can YOU invest without the old hassles?
Here’s a scan that will open your eyes 👇 Outlived Every Civilization

📜 Indus Valley, Roman, Egyptian, Chinese, Aztec all collapsed.
But 𝗚𝗼𝗹𝗱 & 𝗦𝗶𝗹𝘃𝗲𝗿 𝘀𝘂𝗿𝘃𝗶𝘃𝗲𝗱.

👉 𝗗𝘂𝗿𝗮𝗯𝗹𝗲. 𝗦𝗰𝗮𝗿𝗰𝗲. 𝗗𝗶𝘃𝗶𝘀𝗶𝗯𝗹𝗲. 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗮𝗹.
Unlike paper money, they never go to zero.

🚨 𝗠𝗨𝗧𝗨𝗔𝗟 𝗙𝗨𝗡𝗗 𝗦𝗘𝗖𝗧𝗢𝗥 𝗕𝗘𝗧𝗦 – 𝗦𝗲𝗽 𝟮𝟬𝟮𝟱 🚨

The latest MF allocation data shows what smart money LOVES & what they HATE.

And the gap is 𝗪𝗜𝗗𝗘.

🧵 A thread on where India top AMCs are placing their bets & why it matters 𝗧𝗵𝗲 𝗕𝗶𝗴 𝗥𝗲𝘃𝗲𝗮𝗹 📊

Mutual Funds manage ₹50+ lakh crore equity AUM. Every 1% shift = ₹50,000+ crore flow.

👉 Overweight sectors = liquidity tailwinds.
👉 Underweight sectors = institutional vacuum.

✅ Overweight: Healthcare, Chemicals, Consumer Durables, Capital Goods, Retail

❌ Underweight: Consumer (FMCG), Oil & Gas, Private Banks, Utilities, Tech

This is a map of where big money is running TO and where it is running FROM.

India wants to be the global drone hub by 2030. 🇮🇳
Defense, logistics, surveillance drones are everywhere.

Here are the Top 5 Indian Drone Stocks you need on your radar for the next 3 years.

(A detailed thread 🧵) 𝗦𝗼𝗹𝗮𝗿 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀:

•Global leader in industrial & military explosives.

•Built India first indigenous loitering munitions (suicide drones).

•Successfully delivered Nagastra orders, now working on Nagastra 2 & 3.

•Partnering with startups & institutions for UAV tech.

👉 Positioned to make India a defense drone hub.

🚨 Have you ever thought which stock in India energy transition could silently create massive wealth?

India is targeting 500 GW renewable capacity 🌍⚡
Coal dependency is slowly being replaced by solar, wind & hydro.

But only a few players will dominate this shift.

One of them is:
𝗡𝗟𝗖 𝗜𝗻𝗱𝗶𝗮 (𝗡𝗲𝘆𝘃𝗲𝗹𝗶 𝗟𝗶𝗴𝗻𝗶𝘁𝗲 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗟𝘁𝗱.) ⚡ Why Energy is HOT right now:

•𝗚𝗼𝘃𝘁. 𝗰𝗮𝗽𝗲𝘅 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 is massive
•𝗧𝗮𝗿𝗶𝗳𝗳 𝗿𝗲𝗮𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻𝘀 are improving
•𝗚𝗹𝗼𝗯𝗮𝗹 𝘁𝗮𝗿𝗶𝗳𝗳 𝗿𝗶𝘀𝗸𝘀 (like Trump tweets) don’t impact Indian renewables

This sector has 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺 🚀

🚨 𝐈𝐧𝐝𝐢𝐚 𝐄𝐧𝐞𝐫𝐠𝐲 𝐅𝐮𝐭𝐮𝐫𝐞 𝐢𝐬 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐅𝐨𝐫𝐞𝐯𝐞𝐫

𝐑𝐞𝐥𝐢𝐚𝐧𝐜𝐞 once the king of Oil & Gas is betting ₹𝟕𝟓,𝟎𝟎𝟎 𝐂𝐫 to become the 𝐓𝐞𝐬𝐥𝐚 𝐨𝐟 𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞𝐬.

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

Here is the full story 🧵👇 In the 𝟐𝟎𝟐𝟎 𝐀𝐆𝐌, 𝐌𝐮𝐤𝐞𝐬𝐡 𝐀𝐦𝐛𝐚𝐧𝐢 announced:

Reliance will invest ₹𝟕𝟓,𝟎𝟎𝟎 𝐂𝐫 ($𝟏𝟎𝐁) to build a 𝐍𝐞𝐰 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦.

👉 Solar, Hydrogen, Batteries, Fuel Cells, Bio-energy

This was the first signal: Reliance is going green.

𝗜𝗻𝗱𝗶𝗮 𝗶𝘀 𝗯𝗲𝘁𝘁𝗶𝗻𝗴 𝗯𝗶𝗴 𝗼𝗻 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 🇮🇳

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? 🤔 𝗧𝗵𝗲 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝗩𝗮𝗹𝘂𝗲 𝗖𝗵𝗮𝗶𝗻 🧩

1️⃣ Design (Nvidia, AMD – US)
2️⃣ Fabrication (Taiwan, Korea – $10B+ capex)
3️⃣ Assembly & Testing
4️⃣ Distribution

MOSChip fits into design, but for simpler ASICs, not cutting-edge GPUs.

🧵 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.