🌟“Semiconductor and Beyond 2026”

🌟 Insights from PwC on the Global Semiconductor Industry

Decoding PwC Luxembourg’s Report 🧵👇 1⃣The semiconductor industry is at a structural inflection point. What was once a cyclical sector driven by PCs and smartphones has now transformed into the backbone of global technological innovation, economic growth, and national security.

💰 Stocks Bought & Sold by Top 4 Mutual Funds in August

✅ Nippon India Small Cap Fund
✅ Quant Small Cap Fund
✅ Parag Parikh Flexi Cap Fund
✅ Motilal Oswal Small Cap Fund

[A thread..]🧵👇 🌟Nippon India Small Cap Fund

🔶 Paradeep Phosphates Ltd
🔹 Reduction: 4,03,62,502 ➝ 3,80,89,109 shares
🔹 Weightage in Portfolio: 1.28%
🔹 Holding Value: ₹700.84 Cr

🔶 Karur Vysya Bank Ltd
🔹 Addition: 3,17,84,062 ➝ 3,81,40,874 shares
🔹 Weightage in Portfolio: 1.26%
🔹Holding Value: ₹800.96 Cr

🔋Battery Energy Storage System (BESS)

🔋Battery Energy Storage System: Storage capacity is projected to grow 12X by FY32

A detailed overview of growth plans and listed companies poised to benefit from India’s Battery Energy Storage System sector. 🧵👇 ✍️Battery Energy Storage System:
🔹This is an advanced technological solution that allows energy storage in multiple ways for later use.
🔹Given the possibility that an energy supply can experience fluctuations due to weather, blackouts, or geopolitical reasons, battery systems are vital for utilities, businesses, and homes to achieve a continual power flow.

🏗️Action Construction Equipment V/s Indo Farm Equipment

🗞️Big Opportunity for Equipment Makers: Govt plans ₹13,000 Cr incentive for construction equipment sector

🏗️ Comparing Two Key Players in the Construction Equipment Space

A Detailed Comparison 🧵👇 ✍️About the company:
🔶Action Construction Equipment Ltd:
🔹ACE manufactures and markets hydraulic mobile cranes, tower cranes, forklifts, road construction equipment like backhoe loaders and compactors, as well as agricultural machinery such as tractors and harvesters.

🏗️M & B Engineering V/s Interarch Building Solutions V/s Pennar Industries

🏗️ Pre-Engineered Buildings (PEBs) are revolutionizing modern construction: A Comparison of Three Small-Cap Players in this sector

A Detailed Comparison 🧵👇 ✍️About the Company:
🔶Pennar Industries Ltd:
🔹PIL is a multi-location, multi-product company manufacturing precision engineering products, pre-engineered building systems, hydraulics, and warehousing solutions. It has a presence in India, the US, and France.

💰New Stock Picks by India’s Superstar Investors

💰Explore the stocks Ace Investors added to their portfolios during Q1FY26

A Thread......🧵👇 🌟Mr. Ashish Kacholia

✍️(New Addition)
🔶Gujarat Apollo Industries Ltd:
🔹Holding Value: ₹5.9 Cr
🔹June 2025 Holding: 1.1%

✍️(Increasing Stakes)
🔶Agarwal Industrial Corporation Ltd
🔹Holding Value: ₹53.9 Cr
🔹Addition: 0.3
🔹June 2025 Holding: 4.3%

🤖Semiconductor Value Chain

🤖Here’s the full breakdown of industry growth plans & companies driving India’s semiconductor revolution

💡 Spot the multibagger in this space.

🧵👇 ✍️What is a semiconductor?
🔹A semiconductor is a special kind of material (like silicon) that is neither a full conductor (like copper, Gold, Silver) and not a full insulator (like rubber, Wood). Think of it as a "smart gatekeeper" for electricity — it can control when electricity flows and when it doesn’t.

⚡️Two Major announcements by PM Modi during the Independence Day Speech and Companies poised to benefit from them

To know more🧵👇 ✍️On India’s 79th Independence Day (August 15, 2025), Prime Minister Narendra Modi delivered a visionary address from the Red Fort, outlining bold measures to achieve a Viksit Bharat by 2047. The key announcements emphasized advancing self-reliance in critical sectors, with a strong focus on semiconductors and nuclear energy.

🥂Allied Blenders & Distillers Ltd vs Tilaknagar Industries Ltd vs Piccadily Agro Industries Ltd

🥂 A Detailed Comparison of Leading Players in the Indian Alcoholic Beverages Industry

[A thread...]🧵👇 🔶About the Company:

⚡️Allied Blenders & Distillers Ltd.:
🔹Incorporated in 2008, Allied Blenders
and Distillers Ltd manufactures, purchases
and sells Alcoholic Beverages /liquids
🔹The company is India’s largest spirits company by volume, recognized for its leadership in the whisky segment. Established in 1988, ABD is the owner of some of the world’s top-selling spirits brands and operates across several spirit categories, including whisky, brandy, rum, vodka, and gin.

🌟India's Superstar Investors🌟

🌟Check out the companies that investors have placed high-conviction bets on.

A Thread.......🧵👇 🌟Mr. Mukul Agrawal

✍️BSE Ltd:
🔹Holding Value: ₹1,153.9 Cr
🔹June 2025 Holding: 1.2%

✍️Neuland Laboratories Ltd:
🔹Holding Value: ₹528.4 Cr
🔹June 2025 Holding: 3.1%

💻Data Centre Theme

💻The Indian Data Centre market is expected to reach 6.69 thousand MW by 2030, growing at a 15.11% CAGR from 2025 to 2030.

💻11 companies leading the way in advancing modern data centre solutions and infrastructure evolution

[A thread...]🧵👇 ✍️Data Centre Theme:
🔸This refers to the large-scale investment and growth opportunity emerging from the increasing need to store, process, and manage massive volumes of digital data.
🔸With the rapid adoption of AI, cloud computing, 5G, IoT, and streaming services, businesses, governments, and individuals are generating unprecedented amounts of information that require secure, high-capacity facilities—known as data centres. These facilities house servers, networking equipment, storage systems, and power backup to ensure uninterrupted operations.

📢New SME IPO Alert

⚡️Shree Refrigerations Ltd: A key player in defence-focused manufacturing of advanced refrigeration and HVAC systems.

⚡️As per the DRHP, Ace Investor Ashish Kacholia holds a 4.34% stake in the company.

A Detailed Company Analysis 👇🧵 ✍️About the Company:
🔹Co is engaged in the business of manufacturing Chillers, refrigeration, and air conditioning appliances, and other parts of the Heating, Ventilation, Air Conditioning (HVAC) Industry, offering an array of advanced systems and equipment to industries mainly in the domestic market.

♻️ India’s Rare Earth Opportunity: Can e-waste recycling break China’s dominance?

♻️India generated 1.751 million tonnes of e-waste in 2023-24, ranking third globally. Yet, only 43% is processed annually.

♻️3 ERecycling Companies That May Benefit From India’s Rare Earth Recycling Push

A Detailed Thread🧵👇 1⃣India is fast-tracking its efforts to become self-reliant in critical rare earth elements by tapping into its growing e-waste reserves. This shift comes at a time when global supply chains are overly dependent on China, which currently controls over 85% of the global rare earth refining capacity. With rising demand for electric vehicles, electronics, and clean energy technologies, securing access to rare earth materials has become a strategic priority.

🚨 New Additions by Mr. Mukul Agrawal

📊Ace Investor Mukul Agrawal has increased his stake in one company and added new Companies to his portfolio.

Here’s a detailed look at his latest picks

A Thread 🧵👇 ✍️Tatva Chintan Pharma Chem Ltd:
✅Mukul Agrawal bought 300,000 shares valued at ₹29.4 Cr
✅ His stake now stands at 1.3%.

🌟JP Morgan’s recent report covers India’s EMS Sector

Decoding JP Morgan’s Report 🧵👇 🌟J P Morgan expects the Indian Electronic 🔹Manufacturing Services (EMS) sector to sustain its strong growth trajectory, forecasting a 32% revenue CAGR over FY25–30E, as it increasingly captures a larger share of domestic electronics production. Three key macro forces will lead this:

⚡️India's Cables & Wires Industry: The Silent Backbone of a $5 Trillion Economy

⚡️A High-ROCE Business in the Power Value Chain

A Detailed Thread....🧵👇 🌟India’s growth story is deeply tied to the cables & wires industry, a sector that quietly powers everything from power and real estate to railways, EVs, Telecommunication, Power Transmission & Distribution, Consumer Electronics, and data centers. Almost every capex story in India runs through a cable.

⚡️Prostarm Info Systems V/s Servotech Renewable Power System

⚡️A comparison of two promising players in energy storage, solar, and EV charging

A detailed comparison 🧵👇 ✍️About the Company:
🌟Prostarm Info Systems Ltd:
🔹The company offers end-to-end power electronics and energy solutions, focusing on energy storage and power conditioning products. It has evolved from a third-party distributor to a full-scale manufacturer and service provider of both standard and custom solutions.

💰Orderbook > Revenue

💰26 Companies with Order Books that exceed their Revenue across Different Sectors

[A Thread...]🧵👇 ✍️KNR Constructions Ltd:

🔹M Cap: ₹ 6,299 Cr.
🔹P/E: 5.65
🔹FY25 Revenue: ₹4,753 Cr
🔹Order Book: ₹ 5,052 Cr
🔹Order Book to Revenue Ratio: 1.06x

🛍️V2 Retail V/s Baazar Style Retail V/s V-Mart Retail

🛍️An In-Depth Comparative Analysis of Key Players in the Retail Fashion Space

Detailed Comparison🧵👇 ✍️Company Overview:
🔶V2 Retail Ltd
🔹A value fashion retailer focused on Tier-II and Tier-III cities, V2 Retail offers affordable apparel and lifestyle products. The company is known for targeting the growing neo-middle-class consumer segment.

⚡️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