✍️Sector in Focus: Smart Meter

⚡️India Smart Meter Market was valued at US$ 219.7 million in 2023 and is projected to attain a market size of US$ 3,179.5 million by 2032 at a CAGR of 34.57% during the forecast period 2024–2032.

👉13 Leading Companies Driving the Smart Meter Revolution

[A Thread....]🧵👇 ✍️Genus Power Infrastructures Ltd:
🔹It provides a range of Smart Metering Solutions, including Pre-payment Meters, Smart Street Light Management, Net-Metering for rooftop Solar & Gas Meters.
🔹The company has installed 70M+ meters, with ~70% market share in Smart Meters.

📝New IPO Alert🚨

📝Transrail Lighting Ltd: Pioneers in Power Transmission and Distribution

A Detailed Company Analysis🧵👇 ✍️About the company:
🔸Incorporated in 2008, Transrail Lighting Ltd
is an integrated transmission & distribution,
and pole manufacturing company.
🔸The company's scope of work includes design, testing, manufacturing and supply of galvanized towers, conductors and allied construction activities.

🚆Kernex Microsystems (India) Ltd: Driving Innovation in Railway Safety and Advanced Electronics

🚆The upcoming Union Budget for FY26 is expected to allocate a record-breaking ₹1.25 trillion for rail safety.

A Detailed Company Analysis🧵👇 ✍️About the Company:
🔸Kernex Microsystems Ltd manufactures and sells Safety Systems and Software services for Railways. It specializes in anti-collision devices, railway safety and signal systems, train collision avoidance systems and automatic level crossing gates.

💰20 Small and Mid-Cap Companies that recently saw an Increase in FII and DII Stakes

[A Thread....]🧵👇 ✍️Tata Technologies Ltd:

🔹M Cap: ₹ 38,033 Cr.
🔹FIIs Holding 3.62%
🔹Change in FIIs Holding 🔼1.99%
🔹DIIs Holding 3.44%
🔹Change in DIIs Holding🔼1.69%

⚡️16 Duopoly Companies holding a Dominant position in their respective markets🚀

[A Thread....]🧵👇 ✍️EV Buses:

🔷JBM Auto:
Company manufactures and sells sheet metal components, tools, dies & moulds, as well as buses, including spare parts, accessories, and maintenance contracts.

🔹M Cap: ₹ 20,850 Cr.
🔹CMP: ₹ 1,763
🔹Market Share: 30 to 35% In EV Buses.

🧵Sector in Focus: Textile

🧵Union Textile Minister Giriraj Singh Said India's Textile Market Will Grow from $176 Billion to $300 Billion in next 5 year

🧵21 Companies that may benefit from this growth

[A thread.....]🧵👇 ✍️Welspun Living Ltd:
👉The company is one of the largest home textile manufacturers globally, offering a comprehensive range of home and technical textile products, as well as flooring solutions.

🔹M Cap: ₹ 16,725 Cr.
🔹P/E: 24.1
🔹CMP: ₹ 172
🔹EV/EBITDA: 12.4
🔹3 Years Sales Growth: 9.66 %

⚡️HEG Ltd V/s Graphite India Ltd

👉Comparison of Two Prominent Companies in the Graphite Electrode Market

A Detailed Comparison🧵 ✍️About the Company:

🔶HEG Ltd:
👉Company is a leading manufacturer and exporter of graphite electrodes in India. It operates the largest single-site integrated graphite electrodes plant in the world.
👉It is a part of LNJ Bhilwara Group which also has presence across IT Enabled services, power generation & textiles.

✨India's Manufacturing Boom: Russian firms ready to set up Manufacturing Operations.

✨7 Sectors Benefiting from the Manufacturing Push under Make in India Initiatives

To know more, click on 🧵👇 ✍️Sector: EMS
India's Electronics Manufacturing Services (EMS) sector is set to grow at a robust CAGR of 32% from FY22 to FY27, with the market reaching $72.2 billion by FY27.

💰PLI Scheme Investment Amount: ₹ 8,282 crore

⚡️Sector in Focus: Defence

⚡️India’s Defence Sector achieves historic $2.63 billion exports in FY24, JP Morgan predicts bright future

⚡️21 Defence Companies that may benefit from India's increased focus on domestic manufacturing.

[A Thread...]🧵👇 ✍️Hindustan Aeronautics Ltd:
🔶Company is engaged in the manufacturing of aircraft and helicopters, as well as the repair and maintenance of aircraft and helicopters.

🔹M Cap: ₹ 2,99,401 Cr.
🔹CMP: ₹ 4,477
🔹P/E: 35.4

✨Sunil Singhania's MEETS criteria✨

Lets understand his strategy for selecting portfolio companies as he revealed it at PMS event in Mumbai recently. 🧵👇 ⭐️Management
🔹Quality-Capability and track record.
🔹Capital Allocation- capex is tine it ROE is maintained or enhanced.
🔹Capital Distribution- Fair to minority shareholders.
🔹Error in decision- Business errors vis avoidable mishaps.

⚙️A Micro-cap Company in Material handling and Engineering equipments and reported a 50%+ Sales Growth

⚙️This company has also provided Mil-grade connectors for Chandrayaan-3

A Detailed Company Analysis🧵👇 ✍️About the Company:

🚆Cabinet approves ₹7,927 Cr for Railway Projects to enhance Mumbai-Prayagraj connectivity

🚆List of 18 companies that may benefit from this

[A Thread...]🧵👇 ✍️Indian Railway Finance Corporation Ltd:
🔸It is a government-owned financial institution established to raise funds and provide financial assistance for the development & modernization of the Indian Railways.

🔹M Cap: ₹ 1,91,846 Cr.
🔹P/E: 29.5
🔹CMP: ₹ 147
🔹ROCE: 5.73 %

🛜E2E Networks Ltd V/s Black Box Ltd

🛜Comparison of Two Small Companies in the Data Center Space

Detailed Comparison🧵👇 ✍️About The Company:

🔶E2E Networks Ltd:
🔹A hyperscale cloud platform specializing in AI/ML and Generative AI workloads, E2E Networks, established in 2009, pioneered advanced cloud GPU deployment in India. It serves enterprises, startups, academia, and government, positioned as India’s first AI-first public cloud leveraging open-source technologies.

📈Capex and Capacity Expansion for FY25

📈Sectors Covered:
👉Chemicals
👉IT
👉Engineering & Electrical
👉Electronics Manufacturing Services
👉Waste Management
👉Solar Panels

[A Thread...]🧵👇 👉Sector: Chemicals

✍️Aarti Industries Ltd:
🔹Co. manufactures organic and inorganic chemicals at its major facilities.

🔸M Cap: ₹ 15,619 Cr.
🔸CMP: ₹ 431
🔸P/E: 35.3
🔸3 Years Sales Growth: 12.2 %
🔸CAPEX Plan: ₹2,500 - ₹3,000 Cr

📊Management Guidance > 100%

📊13 Small & Mid-Cap Companies where Management has guided for revenue growth of more than 100%.

[A Thread...]🧵👇 ✍️Trident Techlabs Ltd:
🔹M Cap: ₹1,707 Cr.
🔹P/E: 182
🔹CMP: ₹988
🔹Sales Growth: 7.82%
🔹Future Guidance: Company aims to achieve total sales of ₹250 crore for FY25 with a projected PAT of approximately ₹40 crore, while confidently setting a revenue target of ₹1,000 crore over the next five years.

👉Correction < 10

👉9 Small-Cap, Debt-Free Companies currently available at less than 10% Correction

[A Thread...]🧵👇 ✍️Jeena Sikho Lifecare Ltd:
🔸Co. is one of the leading ayurvedic healthcare system providers in India and is providing healthcare services for the last ten years.

🔹M Cap: ₹4,922 Cr
🔹CMP: ₹1,980
🔹P/E: 58.4
🔹Correction from Top: 2.78%

💻Tera Software Ltd hits its 7th consecutive upper circuit today.

💻Company has also won the BharatNet Phase-III Project worth ₹3022 Cr; Current Market Cap- ₹236 Cr only.

A Detailed Company Analysis🧵👇 ✍️About the Company:
🔹Co. specializes in IT services and smart city solutions, enhancing efficiency and sustainability through advanced technologies like fiber net and last mile connectivity.

🌟2 Small-cap Companies that Mr. Vijay Kishanlal Kedia bought in the recent quarter.
@VijayKedia1

Detailed Company Analysis of Both Companies🧵👇 ✍️About the Company:
🔹TAC Infosec Ltd is a global cybersecurity company specializing in vulnerability management.

💰Monopoly Businesses

💰20 Companies across various sectors that enjoy Monopolistic Positions

[A Thread....]🧵👇 ✍️Indian Railway Catering & Tourism Corporation Ltd:
🔸IRCTC, a Mini Ratna (Category 1), is the exclusive provider of online railway ticketing, catering, and packaged drinking water for Indian Railways.

🔹M Cap: ₹ 64,400 Cr.
🔹CMP: ₹ 805
🔹P/E: 53.6
🔹3 Years Sales Growth: 76.5 %
🔹Monopoly: 100% market share in the ticketing business.

💰FIIs Selling Frenzy and DIIs Buying Blitz! 😮

💰20 Small-Cap Companies Where FIIs are Selling, and DIIs are Buying in Recent Months

[A Thread....]🧵👇 ✍️Lemon Tree Hotels Ltd:

🔹M Cap: ₹ 9,646 Cr.
🔹FII holding: 21.75%
🔹Change in FII holding 🔽5.86%
🔹DII holding: 18.91%
🔹Change in DII holding 🔼3.71%

👉Sales Growth > 50% & Correction > 20%

👉22 Small-cap Companies that grew with Sales over 50% and are currently available at 20% + correction

A Thread...🧵👇 ✍️Arkade Developers Ltd:
🔸Company is a real estate development company focused on creating high-end, sophisticated residential lifestyle developments in Mumbai, Maharashtra.

🔹M Cap: ₹ 2,472 Cr.
🔹CMP: ₹ 133
🔹P/E: 20.1
🔹Sales Growth: 188%
🔹Correction from Top: 29.92%