Here's the detailed de-construction of the 2W Auto Ancs To understand the value chain, we dissect the 2-wheeler into these functional groups:

1. The Foundation: Frame & Chassis
2. The Powertrain: Engine & Transmission
3. Dynamics: Suspension & Brakes
4. Electronics: The Nervous System
5. Outer Form: Body & Lighting

Let's look at the suppliers for each.

Mining companies have been showing good strength in the market since last 5-6 months

The players in this sector are aggressively integrating, acquiring and putting in capex to de-commoditize a little there revenue streams

Here's a deep dive on few of the players in the industry that are shifting gears The common thread across these 5 companies is De-risking. Whether it is acquiring downstream steel assets, entering battery storage, or building global ports, these players are moving up the value chain to protect margins and grow their topline.

Is India's Aerospace industry finally taking off?

Policy push and rising quality are helping suppliers move from simple parts to ready-to-install assemblies.

The opportunity is big; the to-dos are clear: make more materials locally, train more skilled people, build key process capacity, and deliver on time.

Let's dive deeper to find out what's driving the industry There are multiple players in the value chain starting from big airframe and engine parts (Tata Advanced Systems, Dynamatic, Azad, Aequs, Unimech, Raymond/Maini, Bharat Forge, Godrej). Global giants ~ Airbus, Boeing, Safran, GE, Rolls-Royce are buying more from India as our airlines place record orders, and maintenance hubs at home (AIESL, Air Works–Adani, GMR, Tata–Air India) are replacing expensive trips abroad.

India's space sector is blasting off, and it's not just ISRO anymore!

🚀 A silent revolution is underway, with private players and startups driving innovation across the entire value chain.

Get ready for a deep dive into how policy tailwinds are turning a government program into a growth runway! Born from Sarabhai’s humble experiments, India’s space programme is now wide open to private ambition.

With IN‑SPACe enabling, NSIL commercialising, and startups building everything from 3D‑printed engines to EO constellations, policy tailwinds have turned a government programme into a growth runway.

Lets deep dive into this interesting yet relatively lesser explored sector.

In Terminator 2, a T-800 cyborg said “I’ll be back.”

Well, humanoid robots are here – but the time-traveling murder spree seems to be a far -fetched reality. What was once sci-fi is now serious R&D.

Elon Musk even claims Tesla’s new humanoid ‘Optimus’ will be “worth more than the car business”. From lab prototypes to factory floors, 2025 is starting to feel like the dawn of the robot revolution.

So Let’s Dive in 👇

Disclaimer - No, Skynet isn’t online… yet. First let’s clear up the difference between Robots and Humanoids

Robots come in all shapes – factory arms welding cars, Roombas cleaning floors, drones flying overhead.

Humanoids, though, are robots that look and move like us. Think two legs, two arms, hands, and a “brain.” They’re basically androids designed to navigate a world built for humans
Picture Chitti from Robot – that’s a humanoid. A Roomba or an industrial robot arm? Cool, but not humanoid.

India’s liquor market looks simple—sell more bottles, bank the cash.

But beneath every peg lies a lot of variables that drives the revenue growth + margin expansion and a re rating cycle in Alcohol Beverage players in India

Here is a 9 block checklist to analyse Alcobev companies in India👇 1. Market & Demand

Did you know? India is home to over 1,700 Global Capability Centres (GCCs) that have evolved far beyond back-office support.

Today, they are innovation hubs where cutting-edge R&D and global product development for many of the world's largest companies happen.

Let's dive deeper into why GCC is on a rise and how world's biggest companies in India are doubling down on this trend in India👇 1/n
What is a GCC?

A Global Capability Center (GCC) is an offshore unit set up by a multinational company to manage strategic functions like engineering, R&D, finance, analytics, and cybersecurity directly, not through third-party vendors.

These are not BPOs. They are in-house global hubs.

Think:
--Microsoft India building Copilot features,
--J.P. Morgan India driving AI-based fraud analytics,
--Walmart Global Tech India working on next-gen retail tech.

From 10,000 to nearly 1,00,000 smart meter installs per day —

India’s power sector is electrifying at scale. Let’s deep dive into this massive opportunity ⚡🧵👇 1/n
Let's understand what is the TAM for smart meters currently

With approximately 3 crore smart meters already installed, a significant opportunity valued at ₹60,000 crores exists for the remaining 23 crore installations. This substantial gap indicates a vast growth runway for industry participants.

The government's website, nsgm.gov.in/en/sm-stats-all, confirms that 30 million smart meters have been installed, providing a live tracker for the implementation of smart meters across India, which aims for a total of 25 to 30 crore installations. This suggests that the "smart meter story" is actively being executed.

A single AI query can use up to 10 X more electricity than a regular Google search.

But why does AI consume so much power? And more importantly, how can we, as investors, turn this rising demand into a compelling opportunity?

Let’s break it down 👇 1/n
The AI power shock -

> An AI query, such as one posed to a large language model (LLM) like ChatGPT, consumes approximately 2.9 Watt-hours (Wh), or 0.0029 kWh, of electricity.

> This figure is nearly ten times the 0.3 Wh (0.0003 kWh) required for a traditional Google search. That’s the same electricity a light-bulb needs for ~20 minutes.Multiply by hundreds of millions of daily prompts and you get a brand-new industrial load—born in the cloud.

> Energy experts warn this surge could soon rival the demand of mid-size nations.

> John Hennessy, the chairman of Google's parent company, Alphabet, has publicly stated ( Reuters interview) that an exchange with an AI chatbot is likely to be ten times more energy-intensive than a standard keyword search.

Welcome to the world of AI-led power demand.

Did you know?
1 in every 5 iPhones sold globally is now made in India!

But when did this major supply chain shift begin—and how quickly is it accelerating?

Let’s break it down in this thread:
How fast is Apple moving its supply chain to India?👇
#MakeInIndia 1/n
The 20 % milestone

> One in every five iPhones sold worldwide now sports a “Made-in-India” label.

> Bloomberg data show India’s share of global iPhone output hitting 20 % in April 2025, up from ~3 % in FY-22—a six-fold relocation in just three years.

> Because total iPhone volume stayed flat, the entire gain is pure supply-chain migration.

> That shift injected US $10 bn+ of value-add into Indian factories in FY-24 alone and is compounding monthly.

> Analysts following Apple’s purchase orders expect 25-30 % of all iPhones to be India-made by December 2025.

From brake to throttle: in just 18 months the RBI swung 250 bp—first draining ₹2 tn of liquidity, then pumping in nearly ₹3 tn.

Das bowed out with a CRR cut; Malhotra stormed in with OMOs and three rate cuts.

Banks, EMIs, Capex—everything’s shifting. Let’s unpack the ripple effects 👇 Before exploring the widespread effects, let's clarify the distinction between fiscal and monetary policy (Economics 101).

Additionally, we'll examine historical trends of rising and subsequently falling interest rate cycles.

A single drug class is crashing diet programs, trimming grocery bills, and forcing pharma to pour >$40 B into new plants. Welcome to the #GLP1 era.

Here’s the deep dive you didn’t know you needed.👇 First let's understand how it works?

GLP-1 receptor agonists mimic an incretin hormone →
Insulin up📈, Glucagon📉& Gastric emptying, 🧠 Appetite off-switch.

The result? Better sugars and major weight loss—something insulin never managed.

🧵Indian Airlines' Global Takeoff: Can They Dominate the Skies?

> IndiGo & Air India are on a mission to capture 50%+ of India's international air traffic.
> A fierce battle with global giants like Emirates & Qatar Airways is underway!

Dive in the details below 👇

Source - Statista 1/ Indian Airlines Eye 50% International Market Share by 2025

> Indian carriers currently hold ~43% share in international passenger traffic.

> The target is to cross 50% by 2025, reducing dependence on foreign airlines.

> IndiGo and Air India are leading this push with aggressive expansion plans.

3 Key Learnings about the Solar Industry from a visit to a Renewables Exhibition ☀️

We recently visited the Renewables Exhibition in Noida. We had three distinct observations post meeting the industry participants there: 1) Massive Oversupply

A massive oversupply is going to come in Solar Modules two years down the line. There is an Anti-Dumping Duty of 40%+ on import of solar modules, this has led to a lot of domestic production.

In the next 2 years, the industry will cross 100 GW of production capacity; out of which 60% can be produced. The annual demand in India is 40 GW, industry participants are betting that the rest can be exported.

Decoding the Sovereign Gold Bond Saga: A Comprehensive Thread on India's Gold Investment Evolution🪙

Launched in 2015 by the Government of India, the Sovereign Gold Bond (SGB) scheme provides a novel way for investors to own gold without the hassle of physical possession. The scheme aims to channelize idle gold into productive avenues and reduce the dependency on physical gold. #sgb

If you're looking for a comprehensive comparison of various gold investments (GOLD ETFs vs PHYSICAL GOLD vs SGB) before delving into this detailed thread on Sovereign Gold Bonds, you can check out the previous post on - GOLD INVESTMENT OPTIONS () Let’s unroll the thread 🧵🧵

🌟 Key Features of SGB:⭐

1. Issued by RBI for the Government of India :
SGBs are issued by the Reserve Bank of India (RBI) on behalf of the Government of India, ensuring credibility and government backing.

2. Denominated in Grams, Flexible Investment :
SGBs are denominated in grams of gold, allowing investors to start with a minimum investment of 1 gram and go up to a maximum of 4 kg per fiscal year for individuals and Hindu Undivided Families (HUFs).

3. Fixed Interest Rate - 2.5% Per Annum 📈:
SGBs carry a fixed annual interest rate of 2.5%, payable semi-annually on the nominal value of the bond. Taxable as the slab rate of individuals.

4. Maturity and Exit Options 📅:
SGBs have a maturity period of 8 years, but investors can opt to exit after the fifth year on the interest payment dates.

5. Secondary Market Trading and Loan Collateral :
SGBs can be traded in the secondary market through stock exchanges, providing liquidity. Additionally, they can be used as collateral for loans, offering a unique dimension to their utility.

https://x.com/soicfinance/status/1748619046608843155?s=20

Let's dive into the performance of SGB (Sovereign Gold Bonds) over the years! 📈 The inaugural SGB came into existence in 2015, reaching maturity in 2023, completing a 8-year cycle. 🎉

When it was first issued in 2015, the rate stood at ₹2684/1gm. Fast forward to November 2023, and the issue rate had climbed to ₹6199/1gm. As an illustrative example, let's consider a gold purchase of 5 grams, equivalent to an investment of ₹13,420 at the time of the initial issue. Fast forward to the present, and with the current issue rate, that same 5 grams of gold is now valued at ₹30,995.0. 💰

Now we will calculate XIRR for the whole 8 yrs and surprising revelation as we calculate the for 8-year period, considering the semi-annual interest of 2.5%( which was ₹167.75 every 6 months) 🔄. See Below ⬇️⬇️

The XIRR for this period comes out to be 12.81%! ✨
We have attached the excel sheet for your calculation and also for future XIRR calculation of your SGB returns - docs.google.com/spreadsheets/d…

We have studied multiple consumer businesses over the last 3+ years. Any one who wants to learn how to analyse a consumer business must read this thread/blogs or watch the videos:-

Retweet for maximum reach!

🧵🧵🧵🧵🧵🧵🧵 In Consumer businesses following things matter the most:-

1) Category growth rates: Think of Toothpaste (1-2% growth) vs Energy Drinks (25-30% growth)

2) Growing Volumes in double Digits: Holy Grail of consumer companies.

3) Premiumization: selling higher value products.

Have studied and covered multiple Banks and NBFCs over the last 3 years. These 9 videos which will teach you something new about banking, and most of them will make understanding banks easier than you think it is!

Here is a full list🧵🧵🧵🧵🧵🧵🧵🧵

RT for max reach! Learn about different types of Banks and NBFCs in a very simple language with @DigantHaria :-

If you are new to the markets. You must watch these 7 videos to accelerate your Journey!!

🧵🧵🧵🧵🧵 Learn about the basics of the markets and how compounding works here:-

Many people are confused about Elecon's results, and don't know what caused the sudden fall in stock price.

In this thread I will teach you how to read results correctly with the example of Elecon.

🧵🧵🧵🧵🧵 There are two ways to look at Quarterly results:-

1. YoY= Year on year comparison means that we are comparing Q4FY23 with Q4FY22

2. QoQ= Quarter on Quarter comparison means that we are comparing Q4FY23 with Q3FY23. This is also known as sequential growth.

Investors beware! Companies are getting crafty with their financial statements.

Let's understand how companies fool investors with terms like we achieved profitability*

*T&C apply

Who knew accounting could be so much fun?

Retweet for Maximum Reach!!
#EBITDA #AdjustedEBITDA Do you know what Adjusted EBITDA is?

It's like a financial game of Jenga - you take out one-time, irregular & non-recurring items to get a normalized number!

The purpose of adjusting EBITDA is to get a normalized number that is not distorted by irregular items or one time cost.

Do you know why the Debt to Equity of companies like Titan, Jubilant Food Works, Apollo Hospitals, has gone up significantly in the last few years?

This is due to the accounting change in leases which a retail investor must know.

Let's delve deeper to understand the cause 👇👇 It is due to Ind AS 116, which defines the accounting treatment for leases

Previously leases were treated as monthly rent expenses and charged to P&L in other expenses but post the applicability of Ind AS 116 there has been a drastic change in the books of accounts for companies