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" !

🚀 18 Mid & Large Cap Stocks with Strong Growth & Rising FII Interest! 📈
These companies are delivering solid sales & profit growth, backed by increasing FII confidence! With high RoCE & consistent performance, they could continue to shine!
🧵 A detailed thread 👇👇 1️⃣ National Aluminium
💰 CMP: ₹187.87
📊 P/E: 8.75 | PEG: 43.75
🔥 ROCE (3Y Avg): 22.02%
📈 Sales Growth (3Y CAGR): 13.66% 📊
💹 Profit Growth (3Y CAGR): 10.45% 💰
📊 Change in FII Holding (3Y): +0.83%
✅ Why? A key player in India’s aluminium sector, benefiting from infra & EV demand!

FII's are Betting On these 12 SmallCap #stocks 📈
With long-term tailwinds & solid fundamentals, 💎 are positioned for explosive growth📈
You💡 Curious?
Dive into this detailed 🧵of
"High-Potential DOZEN" ! 1. Anup Engineering – Engineering & Fabrication ⚙️
💰 CMP: ₹2,886.4
📊 P/E: 44.28 | PEG: 2.34
🔥 ROCE: 18.93%
📈 Sales Gr (3Y CAGR): 25.4%
💹 Profit Gr (3Y CAGR): 23.1%
🏗️Why Thomas Cook? A leading travel & forex services player, benefiting from post-pandemic revenge travel, rising disposable incomes & booming tourism! With strong brand recall & diversified offerings, Thomas Cook is set to fly high!

7 mid & small cap #stocks from 7 different sectors that are in my BUY on DIP list :
Selection Criteria:
1. Progessive Mgm
2. Big Adressable Mkt
3. Strong Return Ratio's
4. Low Debt/Leverage
5. Institutional ownership >10%
6. High Growth Potential

Detailed 🧵with 🗝️ reasons.. Stock 1 : Ami Organics Ltd
CMP : ₹ 1,123/-
Buy Range (BBR): ₹950-₹1050

Stock Parameters:
OPM: 19.6 %
ROCE: 20.6 %
FII holding: 11.7 %
DII holding: 7.5 %

With 25%+ profit growth expected FY'25 & FY'26, Ami Organics has potential to give over 50% returns from the Best BUY RANGE (BR)

Most @HDFC_Bank shareholders are still in a state of shock with markets reaction on its results. The bank is as solid as ever & is aggressively adding branches but there are a few IF's too 🤔
Sharing some very insightful views by @MarcellusInvest on #HDFCBANK saga :

🧐 Quick🧵.. Page 1/3 ;

🧵→ Mega thread on
the manufacturer of :
💫Sugarfree
💫Complan
💫Glucon-D
💫Nycil
💫Everyuth &
💫Nutrilite & much more.
It's Niche FMCG stock:
Zydus Wellness (ZWL) 💹
→ 🧵on 'WHY it can be a #portfolio stock for the long term ! 💫→ Commands dominant market share in sugar substitute (96%), prickly heat powder (34.5%) & glucose powder (58.3%) categories !
💫→ ZWL has more than 1700 distributors with direct reach of > 5.5 lakh retail outlets & has a presence in more than 800 towns now & still expanding.

#SENSEX or "Stock Exchange Sensitive Index" is the oldest exchange in India has delivered 𝟭𝟱.𝟱% 𝗖𝗔𝗚𝗥 returns over the last 43 years.
Sharing some interesting data on returns of SENSEX in last 𝟰𝟯 𝘆𝗿𝘀 (𝟭𝟭,𝟬𝟬𝟬 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗱𝗮𝘆𝘀)
Enjoy this quick THREAD..... twitter.com/i/web/status/1… Observations on positive & negative return occurrences.
𝗗𝗮𝗶𝗹𝘆 : 53% time Positive & 47% time Negative
𝗪𝗲𝗲𝗸𝗹𝘆 : 56% time Positive & 44% time Negative
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 : 61% time Positive & 39% time Negative
𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 : 64% time Positive & 36% time Negative

✨10 Consistently Growing, Top Quality & Reasonably Priced MID CAP 💎#stocks that I believe have immense Potential going forward !
(I personally own 3 of these💎stocks in my core portfolio & is shared here)

Time to Grab your Coffee ☕️
& Enjoy this Short Thread🧵.. ✨1. KEI Industries
Manufactures range of Housing Wires to Extra High Voltage (EHV) Cables & has now diversified into EPC services for power transmission projects

CMP ₹ 1750/-
RoCE & RoE: 23.8 % & 19.2%
Mcap/Sales: 2.36
PEG: 1.09
Profit Growth last 5Yrs : 32.0 %
EV/EBITDA: 22.2

Investing in smallcaps is risky, but is equally rewarding. Many small caps are potentially the midcaps of the future due to chances of higher growth.
Sharing 10 such high potential, niche focused SMALL CAP #stocks that can be BIG outperformers !
Get your☕️ & Enjoy this🧵... 1. Tinplate India (CMP ₹ 313/-)
India's largest producer of tin coated & steel sheets with a 47% market share domestically & a subsidiary of Tata Steel.

52 Wk high ₹ 443/-
Discount to 52 week high : ~ 31+ %
RoCE & RoE: 46.8% & 34.9 %
PEG Ratio: 0.25
Intrinsic Value: ₹ 582

Looking for high dividend stocks from the large, mid & small cap space ?
Here a list of 45 such #stocks with highest dividend yields !
Check this short 🧵....
(Source: Axis Securities) High Div Yield largecap stocks :

"Myths of Short Seller":
#Adanigroup's reply to the
malicious report of Hindenberg.
Check out this 7 page report.
🧵.... Page 1 :

DEBT in #Adanigroup, worries you?
ACTUALLY aggregate debt levels of Adani group has improved over the years & Ebitda/Debt levels are much healthy now.
Get FULL clarity in this 5 page report by #CLSA :
"Where does all the Debt of
@gautam_adani group of
companies actually SIT"!
🧵 Page 1

🚀45 mid & small cap #stocks from 10 different sectors that have shown improvement in fundamentals & can deliver strong growth going forward :
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper

short 🧵.... ▶️Pharma:
#IndocoRem
#LaurusLabs
#AlkemLabs
#JBChemPharma

▶️Hospitals:
#HGS
#NHrudalaya

▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower
#ShyamMetalics
#TinplateIndia
#UshaMartin

▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan

Cont...

MAGIC of converting :

15,000 Rs ----> 4.37 Crores
in under 27 years !

A Short Thread on how Adani Exports created stupendous wealth for its #IPO #Investors

Short🧵 ( 1/4)..... 1995 (Sept): IPO in name of ADANI EXPORTS LTD.
Price Rs. 150 (FV Rs. 10)

Lets assume 100 Shares Alloted:

1996:
Bonus 1:1
(100 = 200).

1999:
Bonus 1:1.
(200 = 400).

2004:
Split into RS. 1 from RS. 10 F.V.
(Meaning 400 = 4000)

2009:
Bonus 1:1.
(4000 = 8000)

Cont....