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I am a Equity research analyst & part time Trader .For joining technofunda course training and mentorship contact me on 8777541372.For any query dm me on @debashisstock. I am not Sebi registered, hence all views posted here for educational purpose only.

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منشورات القناة

Markets love scarcity. When a sector leader starts delivering, investors begin searching for the next listed proxy. That's how premium valuations often travel down the chain: • Raghav Productivity → Monolithisch • Aditya Infotech → Prizor Viztech • Cupid → Anondita Medicare • Dixon Technologies → Kaynes Technology • Alkyl Amines → Balaji Amines and many more.... Not every case works, but the pattern appears more often than people realize. The leader validates the opportunity. The smaller peer gets discovered. Valuations do the rest. Scarcity premium is one of the most underappreciated forces in the market.

2	India's investment rate is expected to go from 34.6% of GDP today to 37.5% by FY30. Last time such a capex cycle was seen in 2004-08 period but the nature of capex this time is completely different And one can divide this into 3 buckets - 1) Well-Entrenched (money already flowing): Coal, Renewables, Transmission, Defence, Railways, Oil & Gas 2) Uptick Evidence (gaining momentum): Data Centers, Semis, Green Equipment, BESS 3) Emerging (early innings, high optionality): Nuclear, Water, Shipbuilding, Coal Gasification, Carbon Capture Coal is not a legacy constraint. India hit a peak demand record of 271 GW on May 21, 2026 for the 4th consecutive all-time high. Thermal anchored the grid at ~63% of generation. At night, ~190 GW of coal ran at near-full capacity with shortages still touching 5.4 GW. NTPC is adding 13 GW. BHEL and L&T are reporting record order inflows. India added a record 44.6 GW solar + 6 GW wind in FY26. Impressive. But CERC's new Deviation Settlement Mechanism (Apr-26) is quietly ending the "Must Run" free pass for RE generators. By 2031, solar/wind will face the same grid scheduling penalties as coal plants. Standalone RE is dead. RE + Storage is the only viable model going forward. Every new project will need BESS embedded. BESS could be the defining investment theme of India over the next decade. Battery costs down 70% in 3 years. 117 GWh tendered cumulatively. CEA targets 80 GW by FY36. India is still 90% import-dependent on China for the battery value chain. One needs to check up on how the value chain gets created. The HVDC cycle is just starting. RE generation is concentrated (Rajasthan: 119 GW, South India: 106 GW). Demand is everywhere else. ±800 kV HVDC = 6 GW bulk transfer over 1,000–2,000 km. India needs 120–130 GW across ~22 corridors. Current installed: ~18 GW. That's a 6x scale-up. Combined CEA + Brahmaputra Basin capex = Rs14.3 trillion in transmission alone. GE Vernova, Hitachi Energy, Siemens Energy sit at the centre of this (Around them is a big value chain that is there). India has no fully integrated domestic HVDC OEM yet. Nuclear the structural shift is real this time. SHANTI Act passed. 60-year state monopoly dismantled. FDI up to 49% allowed. PFBR achieved first criticality in April 2026 India entered Stage 2 of its nuclear programme. Target: 8.8 GW today → 100 GW by 2047. ~$200bn cumulative opportunity. Maharashtra alone signed nuclear MoUs worth Rs6.5 trillion with Reliance, NTPC, Adani, and others. L&T targeting 3x nuclear revenue in 5 years. BHEL can currently supply 30–40% of a nuclear plant's bill of materials. Also semiconductor ecosystem is getting created. 6 months ago this was all policy announcements but Micron ATMP inaugurated. Kaynes OSAT running. CG Power scaling. Tata-ASML MoU signed for Dholera fab (28nm–110nm nodes, 50,000 wafers/month). First sellable wafers expected: late 2026. India's semis market: $25–30bn today → $ 110bn by 2030. ISM 2.0 launched. And then there is the DC boom that is coming to India. India's installed DC capacity: 1.8 GW → 10.5 GW by FY31 (AI: 6.8 GW, non-AI: 3.7 GW). Microsoft: $ 17.5bn. Google-AdaniConneX: $ 15bn. AWS: $ 15.3bn combined. Reliance-Brookfield-Digital Realty JV: $ 11bn. ~$75bn announced in 5 years. Hyperscalers are treating India as a geopolitical hedge which has stable democracy, growing digital market, coal baseload + RE mix. Power systems alone = $ 20bn opportunity for industrials. This isn't a government-funded capex cycle hoping private capital shows up. Corporate debt/GDP: 52% (vs 61% pre-pandemic). Industrial credit growth: 15% YoY. Bank NPAs: 2.5% at multi-year lows. Gross FDI: $ 94.5bn in FY26, +17% YoY. Private capex to grow at ~16% CAGR through FY31. Investment rate peaks at ~37.5% of GDP. Source - Morgan Stanely	90
3	Theme for next 5 years in India: Deep Tech AI model - Sarvam AI, Krutrim Space Tech - Skyroot, Agnikul, Mtar, Data Pattern, MIDHANI, L&T, BEL, Astra Semiconductor - Tata Electronics, CG Power, Kaynes Defence Tech - Ideaforge, Zen Tech, Garuda, Solar Ind, Mazagon BESS - Waaree, Exide, ARE&M	147
4	Mtar Tech Says (On A Call With Key Investors) -No Impact Expected On Bloom Dd From The News -Have Received No Communication From Bloom -Crusoe (Epc Partner) Has Stepped Out, But Project Will Continue -Not Directly Dependent On Any Single End-Project. -Clean Energy Orders Secured This Fiscal: ~Inr 2,800 Cr -Closing Order Book Of Inr 1,300 Cr For This Segment Covers The Next Couple Of Years	183
5	What Sectors To Watch? Omcs, Ongc, Oil India-Bent Crude Below 90/$ Paint, Aviation, Tyre-Brent Crude Below 90/$ Textile, Jewellery, Auto Ancillary- Appeals Court Says U.S. Government Can Keep Collecting 10% Tariffs For Now Hcc, Walchandnagar, Ntpc-Govt Waives Customs Duty On Nuclear Power Good Imports Vedanta-Listing Of Arms On June 15 Fertilizer Stocks (Negative)- Fertiliser Subsidy Estimate To Be Reassessed With Fall In Urea Import Prices	174
6	Positive for SOLAR INDS - Indian Army issued Project Sanction Orders - Bhargavastra Counter Unmanned system gets Army Project Sanction - Solar's Anti Drone System is first guided micro missile based counter drone system	190
7	Some relief for MTAR technology investors. Hopefully it will bounceback	186
8	Expect to launch 30 approved ANDAs in the next 6 to 8 quarters This will result in significant growth by taking total products from 20 to 50 US govt national contracts will be major growth driver Plan to do 4000 registration in EMs from current 500 Senores pharmaceuticals	184
9	India's Semiconductor Opportunity Is Bigger Than Just Chip Fabs!! 👉While most investors focus on fabrication plants, the real ecosystem spans chip design, packaging, testing, specialty chemicals, gases, advanced materials, silicon photonics and power semiconductors. 🔹MosChip Technologies - ASIC design, VLSI engineering, embedded systems and semiconductor IP solutions. 🔹SPEL Semiconductor - One of India's few listed semiconductor assembly and testing companies. 🔹RIR Power Electronics - Silicon Carbide (SiC) wafers & power semiconductors for EVs, renewable energy, industrial automation and defence. 🔹Izmo Ltd - Emerging player in silicon photonics packaging, a technology expected to play a key role in AI servers, optical interconnects and next-generation data centres. 🔹CG Power - Building semiconductor packaging and testing capabilities as part of India's chip manufacturing push. 🔹Cyient - Semiconductor engineering, chip design, verification and VLSI services for global customers. 🔹Kaynes Technology - OSAT (Outsourced Semiconductor Assembly & Testing), electronics manufacturing and semiconductor packaging. 🔹Gujarat Fluorochemicals (GFL) - High-purity fluoropolymers and advanced materials critical for semiconductor fabrication. 🔹SRF - Specialty chemicals, fluorochemicals and materials used across semiconductor manufacturing processes. 🔹Archean Chemical Industries - Bromine derivatives and materials that could participate in the broader semiconductor and SiC ecosystem. 🔹Mindteck - Engineering, automation and semiconductor equipment-related services. 🔹Linde India - Ultra-high purity industrial gases required for semiconductor fabs and advanced manufacturing facilities. 🔹Tata Elxsi - Chip design, embedded electronics, automotive semiconductors and silicon engineering. 👉The semiconductor story is not just about chips. It's about building an entire ecosystem: 🔹Chip Design 🔹Silicon Photonics 🔹SiC Power Devices 🔹Packaging & Testing (OSAT) 🔹Specialty Chemicals 🔹Fluoropolymers 🔹Industrial Gases 🔹Semiconductor Equipment Engineering	240
10	📊 STOCKS TO WATCH 🟢 POSITIVE SML ISUZU • CV sales rise 11.6% YoY IRB INFRA • Toll revenue jumps 25% YoY in May JNK INDIA • Wins order worth ₹100–300 crore from CC7 Emirates Engineering Solutions AVANTEL • Secures ₹9.94 crore DRDO contract RVNL • Bags ₹221.33 crore contract from South East Central Railway LEMON TREE HOTELS • Signs franchise agreement for hotel in Rajasthan JSW ENERGY • Commissions wind blade manufacturing plant in Gujarat HCLTECH • Launches AI Innovation Zone with Google Cloud BRIGADE ENTERPRISES • June 17 fixed as bonus issue record date PANACEA BIOTEC • Launches DENSTAR project GRASIM INDUSTRIES • Approves ₹3,094 crore capex for Lyocell capacity expansion 🔴 NEGATIVE AEQUS • Lock-in expiry for 22% of outstanding shares	248
11	Where’s The Alpha? Bharti Airtel/Vodafone Idea-Bombay HC sets aside DoT’s demand on One-Time Spectrum Charge Strong Operational Update-IRB Infra Order Wins-JNK India, RVNL Cera Sanitaryware- Goldman Sachs India Equity Portfolio bought 1.18 lk shares Shanti Gold International: Commenced commercial production at its new manufacturing facility in Mumbai Nibe: Allotted 3.2 lakh shares upon the conversion of warrants at an issue price of Rs 1,258 per share to the Eminence Global Fund. Panacea Biotec: Launched the "DENSTAR" project aimed at developing a dengue vaccine specifically for Africa. Ratnaveer Precision: The board will meet on June 11 to consider a potential fundraise.	203
12	INOX INDIA: EXPANDING BEYOND CRYOGENICS INTO MULTIPLE HIGH-VALUE THEMES Private Space Opportunity - Secured ~₹200 Cr aerospace cryogenic order. - Order received from leading US space player. - Similar orders expected during FY27. - Could become recurring space industry supplier. - Aerospace qualification barriers remain extremely high. Why It Matters - Space contracts carry higher technology perception. - Creates stronger competitive positioning globally. - May support long-term valuation re-rating. - Demonstrates engineering capability beyond LNG. Kandla Facility Expansion - Enables ultra-large cryogenic equipment manufacturing. - Supports tanks up to 60 meters length. - Can manufacture structures up to 500 tons. - Expands addressable project opportunity significantly. New Growth Verticals - Targets mega LNG storage terminals. - Supports aerospace cryogenic infrastructure. - Addresses liquid hydrogen opportunities. - Serves scientific and fusion projects. Hydrogen Opportunity - Hydrogen infrastructure needs cryogenic storage. - Liquid hydrogen market remains emerging. - INOX already possesses relevant expertise. - Potential long-term growth optionality. Data Center Cooling - Exploring liquid nitrogen cooling solutions. - Signed MoU with European partner. - Progress expected over next 6–12 months. - Currently remains early-stage initiative. AI Infrastructure Linkage - Targets next-generation cooling requirements. - AI workloads increasing cooling demand. - Could enter digital infrastructure ecosystem. - Commercial viability remains key monitorable. Final Takeaway - INOX India is evolving from a cryogenic equipment supplier into a diversified platform spanning aerospace, hydrogen, LNG and potentially AI infrastructure.	242
13	Positive for Wire and Cable Companies Gujarat cabinet approves ‘wire-free city mission’; ₹500 crore allocated for first phase Under the mission, all 17 municipal corporations and 151 municipalities in Gujarat will be covered in a phased manner. According to the government, the project will involve the undergrounding of more than 14,600 circuit kilometres of high-tension (HT) overhead power lines and over 31,400 circuit kilometres of low-tension (LT) distribution lines across urban areas.	278
14	Why Zaggle Is Underperforming Key Concerns Cash Flow Quality - Revenue Growth Remains Strong - OCF Conversion Needs Monitoring - Working Capital Can Be Volatile - Earnings Quality Under Watch Acquisition-Led Growth - Acquisitions Boosted Growth - Integration Benefits Reflected - Growth May Moderate Ahead - Organic Growth Becomes Crucial Scaling Challenges - Large Customer Additions Helped - Wallet Share Expansion Positive - High Growth Harder At Scale - Law Of Large Numbers Applies Valuation Risk - Growth Normalisation Key Risk - Earnings Decline Not Main Concern - De-Rating Possible If Growth Slows - Sustainability Matters Most Key Metrics To Track - Organic Customer Additions - SaaS Revenue Growth - OCF Conversion Trends - Receivable Movement - Working Capital Trends - Acquisition Contribution - Enterprise Customer Retention - Wallet Share Expansion Key Takeaway - Focus Beyond Revenue Growth - Organic Growth Is Critical - Cash Flow Quality Matters - Growth Sustainability Drives Valuation	303
15	Company worth studying with huge capex over the last 3 years Increase in Net Block + CWIP more than 5x 1. Antelopus Selan 50x 2. Sky Gold and Diamond 41x 3. E2E Network 37x 4. Senores Pharma 28x 5. Lloyd Metals 23x 6. Balu Forge 18x 7. Latent View 17x 8. Dynacons Systems and Solutions 14x 9. Exicom Tele Systems 11x 10. Sasken Technologies 9x 11. Venus Pipes 9x 12. Dharmaj Crop 8x	324
16	Circuit Filter revised! Revised price band will be effective from June 05, 2026! From 5% to 20%! -BF Utilities From 10% to 20% - Fino Payments Bank - Ganesha Ecosphere - IDBI Bank - JNK India - JTL Industries - Ola Electric Mobility - SML Mahindra	337
17	India is preparing its BIGGEST-EVER military drone procurement - orders worth $2 BILLION+ set to be placed with domestic manufacturers in 2026. Import ban = only Indian companies qualify	355
18	Zen Technologies Ltd 🔸 India's largest supplier of simulation training equipment & anti-drone systems 🔸 Designs counter-drone solutions for defence & internal security forces 💠 ROCE: 16.2% 💠 3Y Sales Growth: 46% Quietly building a niche in simulation + anti-drone defence tech	343
19	Viyash Scientific: From Turnaround Story → Scalable Growth Platform Just a few years ago, the company was struggling with weak profitability, stagnant APIs and integration challenges. • FY26 changed the narrative completely >> Revenue crossed ₹3,420 Cr >> EBITDA jumped to ₹702 Cr >> PAT surged to ₹225 Cr >> EBITDA margins expanded to 20.5% >> Net Debt to EBITDA reduced to 0.2x • Q4 FY26 became the strongest quarter in company history >> Revenue: ₹920 Cr >> EBITDA crossed ₹200 Cr for the first time >> EBITDA margins reached 21.7% >> PAT turned to ₹66 Cr profit from loss last year • The merger integration seems to be finally paying off Management highlighted: >> Better execution >> Improved operating leverage >> Stronger unified platform >> Synergies tracking ahead of expectations • Original synergy target was only ₹50–60 Cr. Now management believes annualized synergies can eventually reach ₹125-150 Cr over next 12-18 months 🔶The biggest strategic shift Viyash is consciously moving away from low-margin commodity APIs. Instead, the company is building a higher-quality business around: >> Complex APIs >> High-potent molecules >> CDMO >> Companion animal health >> Integrated formulations 🔶Companion Animal Opportunity = Biggest Long-Term Bet • Management repeatedly emphasized companion animal business as a major future growth engine • Why this matters: >> Europe companion animal generics market estimated at ~$1Bn >> Generic penetration still only 15-20% >> Pet healthcare demand structurally rising globally • Company is now aggressively preparing for this opportunity: >> R&D expansion >> Manufacturing expansion >> Front-end expansion >> New product pipeline >> 7–8 launches annually planned • Partnership with Boehringer Ingelheim gives Viyash a strong entry point into companion animal distribution ecosystem in India 🔶CDMO Slowly Becoming Serious • Current innovator-linked business already at: >> ₹200–225 Cr >> 8–10 innovator relationships globally • Management expects innovator business itself to grow 30–40% in FY27 • Pipeline under development: >> 16–17 complex products >> Launch timelines from FY29–FY37 >> Focus on lifecycle management + specialty products + high-potent APIs • Importantly, management sounded realistic: >> Building true innovator CDMO takes time >> Current focus is on capability building first >> Looking selectively at inorganic opportunities too 🔶API Business Finally Reviving • Animal health API business was stuck around ~₹350 Cr for nearly 5 years • FY26 became the first year crossing ₹400 Cr run-rate • Human health APIs are also entering next phase: >> Multiple filings done in FY23–FY25 >> Approvals expected to start flowing now >> Management expects double-digit API growth ahead 🔶Margins Looking Structural, Not Cyclical • Gross margins improved to ~55% • Management clearly indicated this improvement is strategy-led: >> Forward integration >> Backward integration >> Exiting commodity products >> Internal API sourcing • Despite heavy future investments in: >> R&D >> Companion animal platform >> Capacity expansion …management still sounded confident on maintaining margin profile. 🔶Balance Sheet Quietly Improving • Strong free cash flow generation • Debt reduction underway • Credit rating upgraded: A → AA- 🔶Overall Takeaway • FY26 looks less like a one-off recovery year and more like ➜ Foundation-building year for next phase of growth • If execution continues, Viyash may gradually transition from: “turnaround pharma story”➜ “specialty animal-health + CDMO platform” 🚀	338
20	TRANSFORMER COMPANIES Massive demand expected for: • 765 kV transformers • Renewable pooling stations • HVDC terminals Key beneficiaries: 🔹 TRIL (Transformers & Rectifiers India) 🔹 CG Power 🔹 Voltamp 🔹 BHEL 🔹 Indo Tech Transformers 🔹 Genus Power 📌 Transformer industry currently facing: • Long lead times • CRGO steel shortages • Strong pricing power	283

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