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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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Channel Posts
Pharma Companies Business Models 👇
▪️Senores Pharma → Building a US-focused generic pharma platform through ANDAs, acquisitions, and partnerships
▪️Sakar Healthcare → Emerging oncology player with backward integration into APIs and injectables
▪️Beta Drugs → Pure-play branded oncology company with growing exports and CDMO business
▪️Kwality Pharma → Manufacturing-led exporter focused on complex formulations, biologics, hormones, and oncology
▪️Fredun Pharma → Specialty healthcare company spanning pharma, nutraceuticals, hormones, anti-aging, and veterinary products
▪️Shilpa Medicare → Deep-tech pharma platform across APIs, formulations, biologics, CDMO, ADCs, and novel drug delivery systems
Value Chain Positioning
▪️Shilpa → Innovation + CDMO + Biologics
▪️Senores → Product ownership + US market access
▪️Sakar → Oncology manufacturing + APIs
▪️Kwality → Large-scale formulation manufacturing
▪️Beta → Oncology marketing & branding
▪️Fredun → Specialty products & niche therapies
| 2 | SUMITOMO Chemicals business update
Sumitomo India plans Semiconductor chemicals plant in Gujarat
Also parent signed Agreement with Samsung Electromech Korean for supply of Semiconductor Chemicals and Materials last week
Samsung Electromech shares up 600% in last 1 year | 139 |
| 3 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 134 |
| 4 | Semiconductor will be even Bigger theme than Data Centre
Humongous future potential, but Why ?
Because data centres themselves need semiconductor
Even AI, EV, Defence need semiconductor
Many gems in this space | 220 |
| 5 |  +1Standard Engg is entering AI by acquiring 51% of GScale for ₹190Cr. GScale specializes in AI Datacenter Engg infra. India's AI & hyperscale Datacenter infra market will require $20–25B of investment through 2030. Co's M-Cap is ₹4268 Cr. Promoters hold 60.47%. Amansa holds 3.65% | 255 |
| 6 | KSH International - Direct play on India's transformer & power T&D capex boom 🔥
• India's CTC demand could double from 60–70K MT to 120K MT by CY30, driven by T&D, renewables, data centres and HVDC
• Operating leverage ahead – Capacity to rise from 43.5K MT to 60K MT by FY27 (+12K MT expansion potential). Utilization at 70% vs optimal 80–85%
• Strong moat – 65% of capacity is in high-value specialized conductors with long approval cycles, OEM relationships and deep process expertise
• Large opportunity – Global CTC market is 450K MT & KSH is among India's leading players
• Future-ready – Approved for HVDC 400 kV, with 800 kV approvals under development, strengthening long-term growth visibility | 252 |
| 7 | Most investors think finding a multibagger is the hardest part
The harder part is position sizing
₹1 lakh portfolio
Same 5x stock
5% allocation
Investment: ₹5,000
Value after 5x: ₹25,000
Portfolio return: +20%
20% allocation
Investment: ₹20,000
Value after 5x: ₹1 lakh
Portfolio return: +80%
Same 5x stock
Different portfolio returns
Stock picking finds multibaggers
Position sizing builds wealth
What’s your largest allocation? | 220 |
| 8 | INDIA RECOMMENDS ANTI-DUMPING DUTY ON ETHYLENE DIAMINE IMPORTS FROM CHINA, EU, SAUDI ARABIA & TAIWAN
Market Impact: Positive for domestic manufacturers of ethylene diamine and related amines, as the proposed duty could curb low-priced imports and improve pricing power.
Stocks in Focus: Balaji Amines (key beneficiary) | 242 |
| 9 | WHERE’S THE ALPHA?
Paras Defence - Signed exclusive IP licensing agreement with US-based Tandem Defense
Corona Remedies – Commissioned hormone manufacturing facility in Ahmedabad
Goodluck India -CRISIL rating upgrade
Genus Power-Madhu Kela, Akash Bhansali buyers in block
Cupid, HUDCO-Strong Q1 update
DCM Shriram, Rane (Madras)-Acquisition announcements
Krishna Defence: 360 One Pipe Fund bought 4.41lk shares
Confidence Petroleum-Promoter buying | 253 |
| 10 | KSH International - Direct play on India's transformer & power T&D capex boom 🔥
• India's CTC demand could double from 60–70K MT to 120K MT by CY30, driven by T&D, renewables, data centres and HVDC
• Operating leverage ahead – Capacity to rise from 43.5K MT to 60K MT by FY27 (+12K MT expansion potential). Utilization at 70% vs optimal 80–85%
• Strong moat – 65% of capacity is in high-value specialized conductors with long approval cycles, OEM relationships and deep process expertise
• Large opportunity – Global CTC market is 450K MT & KSH is among India's leading players
• Future-ready – Approved for HVDC 400 kV, with 800 kV approvals under development, strengthening long-term growth visibility | 1 |
| 11 | BULK DEAL DATA - GENUS POWER
MADHU KELA, AKASH BHANSALI BUYERS
MADHURI M KELA AND PROFITEX SHARES PVT LTD(AKASH BHANSALI) bought GENUS POWER 13.8 lakh and 44.82 lakh shares at Rs 290 per share respectively | 232 |
| 12 | How many of you are benefitted from posts & analysis shared in stock return Multiplayer channel??? | 249 |
| 13 |  Hospitals bed capacity - FY26-30E | 309 |
| 14 | Domestic demand for Continuously Transposed Conductors (CTC) rising from approximately 40,000 MT historically to 60,000-70,000 MT currently.
Globally, the CTC market is estimated at approximately 450,000 MT.
The domestic market remains concentrated, with KSH International, Apar Industries and Precision Wires collectively accounting for nearly majority of the industry supply. | 331 |
| 15 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 108 |
| 16 | 8 institutions.
₹574 crore.Same stock. Same day.From open market.
When HDFC MF, Invesco, Franklin Templeton, Merrill Lynch, Tata AIA — all walk in on the SAME day with no identified seller — that is not a coincidence.
That is a coordinated conviction call.
The stock: Craftsman Automation | 334 |
| 17 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 531 |
| 18 | Bandhan Small cap fund has given 30.72% CAGR from the last 6.5 years.
It has doubled the amount every 2.5 years.
5.5x from 6.5 years😱
It has beaten all fund managers and individial investors all around the world as far as I know.
Despite this huge out-performance, fund is still at 17xPE against Nifty Smallcap PE of 31x. Alpha is 10🫣 | 320 |
| 19 | Total addressable market (TAM) is huge for digital loans for a country like India
Growth opportunities is very high
Onemi(kissht) stock is well placed
40% AUM growth guidance with less cost of funds & decreasing slippages may result in higher profitability | 344 |
| 20 | Here's how key listed players stack up on PEG Ratio (Price/Earnings to Growth) as of June 2026:
📊 Cheapest to Costliest
• 𝗥𝗥 𝗞𝗮𝗯𝗲𝗹 — 0.95
• 𝗣𝗼𝗹𝘆𝗰𝗮𝗯 — 1.62
• 𝗞𝗘𝗜 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 — 2.34
• 𝗛𝗮𝘃𝗲𝗹𝗹𝘀 𝗜𝗻𝗱𝗶𝗮 — 2.95
• 𝗔𝗽𝗮𝗿 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 — 3.70
• 𝗙𝗶𝗻𝗼𝗹𝗲𝘅 𝗖𝗮𝗯𝗹𝗲𝘀 — 3.80
• 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗮𝗹 𝗖𝗮𝗯𝗹𝗲𝘀 — 4.10
• 𝗣𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗪𝗶𝗿𝗲𝘀 — 4.65
• 𝗛𝗙𝗖𝗟 — 48.20 | 360 |
