⚡️Quality Power Electrical Equipments Ltd V/s Transformers & Rectifiers India Ltd V/s GE Vernova T&D India Ltd

⚡️An In-Depth Comparative Analysis of Key Players in the Transformer Industry

Detailed Comparison🧵👇 ✍️About the Company:
🔶Quality Power Electrical Equipments Ltd:
🔹Provides high-voltage solutions for energy transition, focusing on power generation, transmission, and automation. It is among the few global makers of HV equipment for HVDC and FACTS systems.

⚡️Balu Forge Industries Ltd V/s Happy Forgings Ltd V/s Ramkrishna Forgings Ltd

⚡️An In-Depth Comparative Analysis of the Leading Players in the Forging Industry

[A thread...]🧵👇 🔶About the Company:

⚡️Balu Forge Industries Ltd.:
🔹The company is engaged in the manufacturing of fully finished and semi-finished forged crankshafts and Forged Components.
🔹It has the capability to manufacture components conforming to the New Emission Regulations & the New Energy Vehicles

🌟HPL Electric & Power Ltd Vs Genus Power Infrastructures Ltd

🌟Comparing two key players in India’s smart metering industry

[A thread....]🧵👇 ✍️About the Company:

🔶HPL Electric & Power Ltd:
🔹The Company has a significant presence across five key product verticals of electric equipment – metering solutions, modular switches, switchgears, LED lighting, and wires and cables.
🔹It caters to a wide spectrum of customer segments, such as power utilities, government agencies, and retail and institutional customers, with a strong brand recall as a trusted electrical brand.

✈️AXISCADES Technologies Ltd: A tech-driven engineering solutions company focused on aerospace, defense, and embedded systems.

Detailed Company analysis 🧵👇 ✍️About the Company:
🔹A leading engineering and R&D (ER&D) company, providing comprehensive engineering and technology solutions for global manufacturers across diverse sectors like aerospace, defence, automotive, energy, electronics, and heavy engineering.

📢Latest Demerger Alert

🗼Siemens Energy India Ltd: India’s Largest Listed Pure-Play Power T&D Equipment Company

Detailed Company analysis 🧵👇 ✍️About the Company:
🔹Siemens Energy India Ltd was incorporated on February 7, 2024, under the provisions of the Companies Act, 2013, as a wholly owned subsidiary of Siemens Limited, which is one of India’s largest multinational companies focused on industry, infrastructure, transport, as well as transmission and generation of electrical power.

💧Oswal Pumps Ltd V/s Shakti Pumps (India) Ltd V/s Roto Pumps Ltd

💧A Detailed Comparison of Industry Leaders in Pump Manufacturing and Water Solutions Technologies

[A thread...]🧵👇 🔶About the Company:

⚡️Oswal Pumps Ltd.:
🔹 The company manufactures solar-powered and grid-connected submersible and monoblock pumps, electric motors, including induction and submersible motors, as well as solar modules.
🔹These products are marketed under the trusted 'Oswal' brand.

✨Ace Investors Bet Big on Advait Energy!

✨Vijay Kedia acquires 1 lakh shares of Advait Energy Transitions Ltd at ₹1,725/share in a bulk deal worth ₹17.25 Cr

✨Ashish Kacholia already holds a 2.7% stake, having entered last year

Detailed company analysis 🧵👇 ✍️Company Overview:
🔹Advait Energy Transitions Ltd has grown from a power transmission and telecom infrastructure expert to a key player in India’s energy transition, now focusing on green hydrogen, solar EPC, and battery storage systems.

🚀Imagined in Israel, built in Bengaluru, this Indian Unlisted company manufactured Skystriker drones

🚀Adani Defense owns 26% stake in the company 🚀Alpha Design Technologies Pvt Ltd is a Bengaluru-based defense electronics company founded in 2003. Over the past two decades, it has emerged as a crucial player in India's defense ecosystem, specializing in designing, developing, and manufacturing high-tech systems across air, land, and space platforms.

✨Voltas Ltd V/s Blue Star Ltd

✨ Comparison of Two Leading Players in the White Goods Space

Detailed Comparison 🧵👇 ✍️About the Company:

🔶Voltas Ltd:
🔹Voltas operates in air conditioning, refrigeration, and electro-mechanical EPC projects across India and abroad (Middle East and Singapore) and offers engineering product services for sectors like mining, water management, construction, and textiles.

⚗️India’s Chemical Industry: A Silent Comeback in the Making?

⚗️India’s chemical industry is valued at $220 billion, projected to reach $300 billion by 2030 and $1 trillion by 2040.

A Detailed Sectoral Analysis 🧵👇 ✍️India's chemicals industry:
🔸This broad sector converts raw materials like oil, gas, and minerals into petrochemicals, basic chemicals, and specialty chemicals.
🔸It includes industries such as:
🔹Petrochemicals – e.g., polymers for plastics and synthetic fibers
🔹Inorganic chemicals – e.g., acids and alkalis

🤔 Copper: The New Gold?

💡 Copper is no longer just an industrial metal — it's emerging as a super metal, playing a critical role in every advanced technology.

Here's why🧵👇 ✍️Copper is no longer just another industrial metal — it’s a cornerstone of modern technologies. This has led some to call it the 'new gold,' drawing parallels to gold's status as a valuable commodity. Let's explore why copper is being compared to gold and what this means for the future.

💰Revenue Guidance Vs Actuals

💰15 companies with a High FY25 Guidance with their Actual numbers

A Thread.... 🧵👇 ✍️Garden Reach Shipbuilders & Engineers Ltd:
🔹 Guidance: Revenue growth of 20–22% (~₹4,383 Cr) for FY25
🔹 Actual: 9 Months Revenue at ₹3,434 Cr

✨Highest Margins In Different Sectors

✨List of small & mid cap Companies leading their sectors with the highest OPM

[A Thread......]🧵👇 ✍️Sector: Transformers
🔶Shilchar Technologies Ltd:
🔹Engaged in the business of manufacturing Electronics & Telecom and Power & Distribution transformers.
🔹 OPM: 28.00% – Highest in the Transformer Industry

💰Market Cap < Sales

💰21 Small-Cap Companies with Market Cap Less Than Their Revenue

[A Thread......]🧵👇 ✍️Electronics Mart India Ltd

🔹M Cap: ₹4,392 Cr.
🔹TTM Revenue: ₹6,770 Cr.
🔹3-Year Revenue Growth: 25%

🏦Where Is the Smart Money Going?

🏦Parag Parikh Flexi Cap has picked up:
🔹 Cipla
🔹 Zydus
🔹 HDFC Bank
🔹 Narayana Hrudayalaya

8 more mutual funds and their Top Buys recently in the thread below🧵👇 ✍️Parag Parikh Flexi Cap
🔹Dr Reddys Laboratories Ltd
🔹Cipla Ltd
🔹Zydus Lifesciences Ltd
🔹Narayana Hrudayalaya Ltd
🔹HDFC Bank Ltd

💰Promoters Buying

💰24 companies in which promoters have bought shares from the open market in the last 15 days

[A thread...]🧵👇 ✍️Mangalam Cement Ltd:
🔹The Company sells regular OPC, PPC cements, and clinker under the brand Birla Uttam.

🔸P/E: 46.6
🔸ROCE: 11.9 %
🔸EV/EBITDA: 12.1
🔸Total Transaction Value of Promoter Buying: 26,01,89,969

💰FIIs Favourites

💰19 companies that witnessed consistent FII buying over the years

[A thread....]🧵👇 ✍️Computer Age Management Services Ltd:

🔹FII Holding: 57.63%
🔹P/E: 42.3
🔹Change in FII Holding⬆️1.10%
🔹Change in FII Holding 3 Years⬆️27.20%

🚨Bulk Deals

🚨Mutual Funds Activity Alert: 17 Bulk Deals You Shouldn’t Miss

[A thread..]🧵👇 ⚡️Ami Organics Ltd:

🚨BULK DEAL:
🔹Vanguard Total International Stock Index Fund bought 2,43,115 shares @ ₹2425.43

🌟Andhra Pradesh is quietly becoming India’s next big EMS hub — attracting ₹9,700 Cr from top brands like Carrier Global, LG Electronics & more.

Which Listed Companies are Setting Up in Andhra Pradesh and Why?🧵👇 ✅1. Strategic Expansions:
🔹In December 2024, EPACK Durable initiated the construction of a new manufacturing plant in Sri City, Andhra Pradesh, with an investment of ₹191 crore.

💰Promoters Buying

💰22 Companies in which Promoters have bought shares from the Open Market in the last month.

[A thread...]🧵👇 ✍️W S Industries (India) Ltd:
🔹WSIL is a global EPC company specializing in infrastructure, commercial projects, electrical substations, and transmission projects for the government and private sectors.

🔸P/E: 194
🔸ROCE: 25.2 %
🔸EV/EBITDA: 20.6
🔸Total Transaction Value of Promoter Buying: 1,52,40,907

✨ Decoding Motilal Oswal’s Report on the Air Conditioner Industry

✨AC Industry Poised for 19% CAGR Growth over the Next 3 Years Amid Compressor Shortage

A Detailed Thread....🧵👇 👉This Motilal Oswal report from March 7, 2025, analyzes the EMS and consumer durable sector in India, focusing on the impact of a compressor shortage and copper tube supply issues on the RAC (Room Air Conditioner) industry.
🔸It provides financial forecasts and investment ratings (Buy, Neutral) for key players like Amber Enterprises, Voltas, and Havells, considering factors like demand, supply chain management, and market positioning.