🌍 Indian investors' portfolios are mostly India only, with no Tesla, no Nvidia, no Amazon, no Google or LVMH.
A 10–15% allocation to overseas funds gives access to global giants & megatrends worth trillions. Check these 7 international funds, study them & take your call 🧵👇.. ⭐ Invesco Global Consumer Trends Fund

• 1Y return 70% , 3Y CAGR 25%
• Bets on $30T+ global consumer market , leaders like Amazon , Netflix , Lululemon , Sea Ltd
• Captures wallet shifts to ecommerce , premium lifestyle & digital payments

🇮🇳 Power sector will need ₹3 trillion investment in next 5 yrs ⚡
Target: from 200 GW of clean energy today → 500 GW by 2030.
Massive capex across transformers, cables, switchgear, insulators & towers.
Here's 60+ power stocks that could benefit big.
👇 Mega Thread 🧵... India’s energy demand to rise ~6% CAGR this decade.
Needs ₹20–25 tn capex by 2030, with power equipment industry already a $70 bn+ market growing 10%+ annually.
This theme is surely 🇮🇳 backbone to progress & its too vital & too big for to ignore!
Investors : Let's get specific

By 2030, estimates of E-commerce trade is India is that it could cross $350 bn+, making 🇮🇳 the 3rd largest e-com market after US & China.
🚀 10 E-Commerce/New-Age fast growing 🇮🇳 Companies Worth Tracking ! 🧵👇..... 1️⃣ Delhivery Ltd
• Q1FY26 revenue ~₹2,100 Cr, up double digits YoY
• Express parcel volumes growing >20% YoY
• Network optimisation cut costs, EBITDA margin improving
• Market leader in logistics with 25%+ share
• Focus on high-margin PTL & B2B express

EVs, missiles, mobile chips, even wind turbines, all need 1 thing: Rare Earth Elements.
🇨🇳 China produces & processes most of it but 🇮🇳 India is finally fighting back !
Leading the charge is a ₹13,000 Cr capex by GMDC.
Lets dive into this underrated strategic Firm !
🧵👇... Why REEs matter now:
• April 2025: China restricted REE exports
• Impacted Indian firms: Uno Minda, Bosch, Sona Comstar
• India holds 6.9% of global REE reserves
• GMDC is the front-runner in India's REE self-reliance push
Govt support + capex visibility = tailwind for GMDC.

While everyone is busy chasing the next Zomato or Nvidia, its India’s next ₹10 lakh Cr opportunity that needs to be tracked. It may look boring or invisible, but it powers AI, UPI, cloud & Digital 🇮🇳 & it's growing at record speed !
Here are some 🗝️ insights🧵👇... India’s data centre capacity is on track to reach 3 gigawatts by FY30 & infact could touch 6 gigawatts by in FY'33.
Right now we are at just 1.1 GW so that’s massive growth ahead.
Annual capacity addition is picking up to 300 to 350 megawatts per year backed by over ₹2 lakh crore of fresh investments

Over the last many years, I have read investing books + studied markets + spoken to wealthy Indian families + observed how money impacts people's life.

👉Sharing my 11 key learnings!
A detailed 🧵 on wealth, kids, freedom, investing & what being “rich” truly means!
👇Dive in.. 1. "The magic of starting early"
Wealth rewards those who begin early, not those who rush late.
• ₹5000/month SIP for 30 yrs @12% CAGR = ₹1.75 crore
• ₹15,000/month SIP for 15 yrs = just ₹75 lakh
Starting early buys you compounding. Starting late forces you into a lot of unnecessary catching up. A 25 ys old investor can beat a 40 yr old with 3x salary !

What is CDSL? Well, it’s where your Zerodha or Groww demat stocks sit.
What is NSDL? Well it's listing soon so let's explore how these 2 giants differ.
They power India’s ₹500 lakh Cr market.
Let’s compare their structure, scale, profits, growth & investing takeaways.
Mega 🧵... 🧩Both NSDL & CDSL do the same core job:
• Enable demat & trading of shares, bonds, ETFs
• Power e-KYC, e-sign, & corporate actions
• Act as the digital backend of India’s stock market
But their revenue models are totally different.

Great digital monopoly: Protean eGov has crashed 53% from ₹2,225 to ₹821, erasing thousands of crores of investor wealth. It looked like the perfect no-risk play into services like PAN cards, e-KYC & e-governance !
Here’s the pump & dump story you & every retail investor must know. 🧵... Numbers getting from bad to worse:

Sales: ₹755 Cr (FY19) → ₹841 Cr (FY25) = 1.8% CAGR, slower than inflation.
Net Profit: ₹124 Cr (FY19) → ₹92 Cr (FY25) = -5% CAGR, a complete decline in profitability.
Operating Margin: 23% → 10%, a 13% collapse in efficiency.
For a stock with 36× P/E, these weak numbers are a disaster waiting to happen.

My cousin lost ₹4 lakh chasing hype & FOMO stocks. No research, just tips. I sat with him down, reminded him why basics matter & explained 8 simple ratios every investor should know. If you invest in direct stocks, this thread is worth your time.
Sharing the same with you 🧵... 1. Price to Earnings (P/E) Ratio
• This tells you how much you’re paying for every ₹1 the company earns
• Example: TCS is at ₹3,600, earns ₹150 per share → P/E = 24
• So you’re paying ₹24 to earn ₹1
• If similar companies are at 18–20 & this is 30, it might be expensive
• High P/E is fine if growth is strong. But if not, think twice
Never judge a stock just by a low or high P/E, Always compare with others in the same sector.

🪙While many are talking about gold, #Silver looks like a chupa rustum, it's up over 24% in 2025.
86% of global supply is now eaten by industry & by 2030, solar alone will drive 33% of demand.
Check this 🧵.... on why SILVER could out-shine & which 1 🇮🇳 ETF I like for 👇 📊 In 2015, total industrial demand for silver was 457 million ounces. By 2024, it’s projected to hit 710.9 million ounces, which is a jump of 55%. The demand is not from jewellery or coins, it’s from technology, solar panels, EVs, and electronics. The use case is changing & silver's demand is sticky, not speculative !

Shortlisting 20 small & midcap stocks which are quietly growing, have solid fundaments & and reasonably priced. Stonger Hands i.e Promoters + FII + DII hold strong stakes.
Interesting quality stories worth deeper exploration for long-term compounding!
🧵👇....
#StocksToWatch M&M Financial Services 📊
CMP ₹269.85, P/E 16.6, PEG 1.04
3yr CAGR: Sales 17.5%, Profit 26.3%
MCap/Sales 2.03, EV/EBITDA 12.8
Promoter 52.5%, FII+DII 41.4%
Rural NBFC backed by Mahindra, lending across auto and SME, growing steadily with strong promoter trust.

💧 Water may be the most underrated sector in India & VA Tech Wabag is the leading global water-tech listed company we have.
WABAG is into solving desalination, sewage & industrial water challenges : all with an asset-light, tech-first model.
Check this high-potential 🧵... 📦 Strong order book, rising global footprint
As of FY25, Wabag has an order book of ₹13,667 Cr, giving 4x revenue visibility.
It’s already achieved 95% of its FY25 order intake target, with ₹3,000 Cr more expected soon.
Mgm is guiding for ₹16K–₹17K Cr orders in FY26, with a growing share from overseas and industrial clients.
Wabag is shifting toward annuity-type O&M projects, which bring better margins and consistent cash flow.

Very unique 💊💉 company that doesn’t make its own brand, but is becoming a backbone for the next wave of global drugs?
Yes it's "Onesource Specialty Pharma" fast growing CDMO player, now scaling fast in injectables, GLP-1s & drug-device combos
A potential hidden 💎
Quick 🧵👇... From troubled past to stellar turnaround, OneSource is a top transformation example
📊FY25 Revenue: ₹1,444 Cr (+30% YoY)
📊 FY25 EBITDA: ₹467 Cr (2x YoY)
📊 Q4FY25 PAT: ₹99 Cr (vs. loss YoY)
📊 EBITDA margin: 43% in Q4
📊 FY25 EPS: ₹21.4,Q4 annualized EPS: ₹48.9
ROCE: 22.9%, The execution is now visible in the numbers.

INDIA 🇮🇳 is entering a decade of deep transformation & these new-age industries can grow at 15–25% CAGR.
These are not just fancy trends, they’re big changes shaping India’s future. For each theme, here's a few important stocks you should study.
Detailed 🧵👇... Bookmark it ! 📡 1. Data Centers :
✨ Adani Enterprises – Setting up hyperscale data center parks via AdaniConneX JV
✨ Reliance Industries – Expanding Nxtra Data for pan-India edge & cloud infra
✨ Sterlite Technologies – Provides high-speed fiber backbone for digital infra
✨ RailTel Corporation – Operates data-capable fiber & networks across Indian Railways
✨ Tata Communications – Offers global cloud/data center services for enterprises

From transformers to smart meters, turbines to transmission lines 📈🇮🇳, nearly 18% of my portfolio is riding this critical power infra theme!
Here are 15 quality companies leading this much needed revolution. Built on solid financials, rising demand & govt push.
Thread 🧵👇.. Stock no. 1 🔧 Shilchar Tech
Makes transformers for railways, solar, and industrial power systems.
P/E: 41.8 | ROCE: 71.1%
Profit Growth (5Y): 151% | Return: 172%
M.Cap: ₹6,142 Cr

Debt-free, high-margin, under-the-radar gem. Quiet wealth creator.

💧 Oswal Pumps #IPOAlert
🤔Should you Apply or Not?

It supplies ~ 40% of India’s solar agri-pumps under PM-KUSUM. With 45%+ revenue CAGR & 140% PAT CAGR in 2 yrs, it’s not a small story. But is the growth priced right?🤔
Here's a decode of the #IPO
with facts & numbers ... 🧵👇 🏭 What does Oswal Pumps do?

Makes submersible pumps, monoblocks, electric motors & solar modules
Present in both solar and grid-powered segments
Supplies to farmers, state agencies, EPCs under govt schemes
248 exclusive “Oswal Shopee” outlets + 925 distributors
It's both a B2G & B2B powerhouse with deep rural linkages.

#RadarStock #TimeTechnoplast :
🇮🇳 India’s Polymer Powerhouse

▪️MCap: ₹9,926 Cr, Price: ₹437
▪️3Yr CAGR: Sales +16%, EBITDA +19%, PAT +39%
▪️FY25: Sales ₹54.6bn, PAT ₹3.88bn, Profit Margin 7.1% (up from 6.2%)
▪️In last 4 yrs EBITDA margin up 150 bps to 14.4%
Crisp 🧵... 🚀 Market Leadership & Positioning

▪️India’s No.1: 50–60% market share in plastic drums
▪️Global Top 3: Industrial packaging & IBCs
Composite Cylinders: 2nd largest LPG/CNG cylinder maker, hydrogen-ready (DRDO trials ongoing)
▪️Global Presence: 34% revenue from exports, 30% of overseas sales from Middle East

P/E is popular but can mislead, We gotta look at PEG (Price Earnings to Growth) as it gives the full picture by factoring in growth!
Let’s check: Why P/E is Overrated & PEG is Better for Stock Valuation 🧵....
(with some stock examples) P/E shows what you pay for ₹1 of earnings e.g. Schneider Elect at over 70x looks pricey but misses growth! (it's PEG actually is just 1.21)
PEG (P/E ÷ growth rate) is better: 30x P/E with 30% growth (PEG 1) is fair, 30x with 5% growth (PEG 6) is costly. 📉

Rerating begins when profitability scales with growth. #Delhivery is building India’s largest logistics empire: 60% B2C exp market, 97% pin code reach, ₹14k Cr Ecom Exp deal, First profit after yrs of burn !
It isn’t just another stock,
it could be 🇮🇳 ka FedEx !
Thread...🧵👇 Delhivery + Ecom = India’s 3PL Beast
Delhivery acquired Ecom Express for ₹14,000 Cr at 0.6x EV/Sales (FY24). Combined, they now control 50–60% of India’s B2C express market—nearly 3x the next peer. Together, they serve ~97% of Indian pin codes.

🔥 12 Mid-to-Large Caps that Crushed Q4 (Mcap ₹5,000Cr+)
Blazing growth 🚀 (40%+ YoY in sales & profit), rock-solid balance sheets & massive tailwinds ahead. Could continue their outperformance going forward too !!
🧵.... 12 #Stockstowatch 👇 📊 Shilchar Technologies
MCap ₹5,220 Cr, CMP ₹6,844
Sales up 120% YoY → ₹232 Cr
EBITDA up 127% → ₹71.2 Cr
Net Profit up 121% → ₹55.4 Cr
EPS jumps 121% → ₹72.6
ROCE: 71.1%, EV/EBITDA: ~10
P/E: 35.6, PEG: 0.24.

Is it a start of a "New Bull Run" or
Do we have "More Pain Ahead" ?
🤔Sharing this Quick 🧵with more specifics as to what sectors to "Watch Out for" !