Parag Parikh Flexi Cap becomes the 1st actively managed scheme to cross ₹1L Cr AUM! 🔥

Known for its consistency & outperformance

🟩 Returns (vs Benchmark):

• 1Y: 14.65% vs 6.37%
• 5Y: 31.5% vs 26.27%
• 10Y: 17.95% vs 13.08%
• Since inception: 19.89% vs 14.93%

(1/5) 🟩 About PPFAS:

It runs 6 schemes, but >95% of its AUM is in just one - the Flexi Cap Fund.

A true investor favourite and the flagship performer.🔥

Schemes:

1. Flexi Cap
2. Liquid
3. ELSS Tax Saver
4. Conservative Hybrid
5. Arbitrage
6. Dynamic Asset Allocation

(2/5)

Warehousing Sector 🔥🔥

A thread 🧵👇

• India’s warehousing sector experienced a remarkable growth in 2023, with a year-on-year increase of 15% in the total warehousing stock across Grade A and B spaces, reaching a total of 371 Mn sq ft.

(1/n)

#logistics
#warehousing This post covers the following ⚡

• Indian Warehousing market
• Market Drivers
• National Logistics Policy
• Other Govt Policies
• Warehouse Absorption
• Vacancy
• Rent
• Sector wise share in Warehousing
• Top 8 cities
• Stock Distribution and Vacancy

(2/n)

Electric Vehicles (EV) - Futuristic 🔥🔥

• EV is highly intuitive and has fewer parts.
24 moving parts with battery to wheel efficiency of 80-90% compared to 150 moving parts in ICE with tank to wheel efficiency of 25%

Read complete 🧵 👇

(1/n)

#ev
#electricvehicles This post covers the following ⚡

• Transition to EV from ICE
• EV Ecosystem
• Govt policy
• Components of EV
• EV battery
• Increase in efficiency of battery by 2025
• Fuel cells vs Li-ion battery
• EV charging
• Indian Charging Market Potential

(2/n)

Indian Data Center Industry Research 🔥🔥

- One of the fastest growing markets & ranked 14th globally
- 151 datacenters in India, with US ranked #1 with 5,375
- India has 880 Mn internet users (2x US & 12x UK)

Read thread below!

(1/n)

Source: Colliers-CII

#datacenter

(Contd)
- Data center space per Mn internet users is just 2.3 compared to 145.9 in Singapore
- Drivers - availability of space, global connectivity, low land & power costs, Digital India
- As of Aug'23, DC capacity stands at 819MW in top 7 cities in India spread on 11 msf

(2/n)

Anant Raj - Datacenter Stock ⚡⚡

• Dominant RE player in Delhi NCR
• Preferred contractor for govt projects
• Portfolio comprises of Residential (Townships, Affordable housing) and Commercial (Datacenter, IT parks, Hospitality, Warehouse et.)

Read 🧵👇

(1/n)

#anantraj • Presence across 300 acres in NCR
• Present in 5 states

• Residential (in msf)
- Group housing 3.18
- Villas/Floor 3.33
- DDJAY 1.34
- Affordable housing 1.22

• Commercial 0.59 msf
- Datacenter 307 MW
- Retail 0.26 msf
- Hotels 1 msf

(2/n)

Advait Infra - Futuristic 🔥

• The company is into power transmission, green hydrogen and carbon consultancy services

Product Portfolio
• Power Transmission
-Optical fibres
- ACS wire
- Stringing tools
- Emergency restoration system

Read the complete🧵👇

(1/n)
#advait

• Green Hydrogen

- Electrolyser manufacturing
- Fuel cell assembly and manufacturing
- Supplying GH2 equipment
- EPC projects

Others
- Solar EPC
- Carbon consultancy

(2/n)

EMS Limited - Water theme ⚡

• A multi-disciplinary EPC company which specialises in providing services in water and wastewater collection.

• They have completed 50+ projects, laid 1000+ km sewage pipeline, 250 Bn+ L water treated

Read complete 🧵 👇

#ems
#wastewater
(1/n) Some of their noteworthy clients include

• Delhi Jal Board
• UP Jal Nigam
• Noida
• Gaziabad Development Authority

They got listed on NSE on Sept'23.

Projects undertaken:

• Wastewater treatment plants
• Water transmission and distribution system
• Irrigation

(2/n)

Va Tech Wabag

• Complete water treatment solution provider globally
• Ranked among top 5 desalination players
• 125+ IP rights developed inhouse
• Focuses on Adv. Tech, value added and high margin products

Read complete thread 👇

(1/n)
#vatech
#wabag • Mgmt. with 30+ yrs experience
• Expert in EPC business

Business Model
• EPC
• O&M
• Design Build Operate
• Hybrid Annuity Model

Provide services for industries and municipality

• Drinking water treatment
• Sludge treatment
• Desalination
• Recycling

(2/n)

E2E Networks

• It is a AI focused hyperscaler offering advanced cloud GPUs ecosystem for development of Al/ ML applications

• It is on a mission to provide scalable, accessible and affordable AI/ML platform for all

Read the complete thread 👇

(1/n)

#e2enetworks Product suite

1. Cloud GPUs
2. Linux Cloud
3. Windows Cloud
4. Cloud solutions
5. Storage Cloud
6. ML platform

More about E2E

- Led by a highly experienced management
- Rated among the top IAAS (Infra as a Service)
- Partnered with Nvidia, AMD, Intel, Microsoft

(2/n)

KPI Green

- One of the popular stocks in the renewable energy sector
- Company is both an IPP (Independent Power Producer) and CPP (Captive Power Producer) based in Gujarat
- Presence in 33 sites across Gujarat
- IPP + CPP in FY 24- 132 MW
- 21 MW IPP and 111+ MW CPP

(1/n) Order book - 1.23 GW as of Q4 FY 24

- Targeting 1 GW by 2025 - Means 550 MW to be energized in next 1.5 yrs.

- Huge Land Bank of 2217 acres both leased and owned

- Company raised 200 Cr via QIP in Q4 and doing 1000 Cr QIP again in Q1 FY 25 showing tremendous potential

(2/n)