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Посты канала
Big boost for EMS industry 🚨🚨🚨
India has waived the Basic Customs Duty (BCD) on critical components and capital goods used in electronics and battery manufacturing.
the zero-duty waiver covers goods for display assemblies, wireless charging modules, and lithium-ion cell 📱📲
Beneficiaries company ⤵️⤵️⤵️
1️⃣ Aimtron ( Diwali pick)
2️⃣ Amber ( I )
3️⃣ Dixon
4️⃣Kaynes
5️⃣Syrma
6️⃣ Avalon & Many more
Export duty zero until 31 March 2029
| 2 | India is quietly becoming a single source node in the global aerospace supply chain.
8 companies decoding the shift 👇
AZAD ENGINEERING
8-year single-source deal with Mitsubishi Heavy Industries for hot-section turbine nozzle vanes. Around ₹651 Cr incremental, ₹1,387 Cr combined. Moving from cold-section airfoils to the hardest, highest-value parts of a gas turbine.
PTC INDUSTRIES / AEROLLOY
Blue Origin BE-4 superalloy castings. BrahMos, ISRO, Safran and BAE as customers. The moat is the Lucknow complex, where PTC owns titanium and superalloy end to end, from melt to finished casting.
SIGMA / NASMYTH
A 7-year, around ₹3,800 Cr Rolls-Royce agreement. A former IT company that bought its way into the OEM via UK Tier-1 supplier Nasmyth. India-UK dual-source, with the Sri City plant now AS9100D certified.
SANSERA (ADS)
First Indian supplier on the Airbus ICTM programme. A ₹3,800 Cr lifetime ADS backlog through FY30. FY27 ADS revenue guided at ₹500 to 600 Cr, targeting 30%+ segment margins.
AEQUS
India's first pure-play aerospace precision manufacturer. A USD 889 Mn order book, around 8 times aerospace revenue. A vertically integrated Belagavi SEZ, now climbing into landing gear and engine components.
DYNAMATIC TECHNOLOGIES
The only Indian Tier-1 for large aerostructures. Delivered all 8 Airbus A220 doors from India at over 99% indigenous content. Ramping from 2 to 10 shipsets a month by CY28.
UNIMECH AEROSPACE
Order book tripled to around ₹314 Cr. Acquired Hobel Bellows for ₹450 Cr at 50%+ EBITDA margins. A Saudi JV with the Kanoo Group, plus nuclear orders from Tarapur and Madras.
MTAR TECHNOLOGIES
Record order book of around ₹2,582 Cr and FY27 growth guided at 80%+. But aerospace is still a small slice here: clean-energy fuel cells make up around 70% of revenue.
THE COMMON THREAD
India is graduating from cheap machining vendor to qualified, single-source, program-level partner. A 2 to 3 year qualification cycle is a wall while you are outside it, and a moat once you are in.
THE SPLIT
Proven compounders: Azad, PTC, Dynamatic, MTAR.
Higher-beta pivots and transformations: Sigma, Aequs, Unimech, and Sansera's ADS leg. | 120 |
| 3 | Kusumgar is a hot IPO with 40% GMP. It is a niche play in engineering fabrics used in Aerospace & Defence. High entry barrier. FY24-26 Revenue CAGR 22%. EBIDTA margins ~20%. RoCE 25%. Marquee anchor investors like Blackrock, Goldman Sachs. Price Band: ₹398 to ₹419. 8 - 10 July. | 171 |
| 4 | 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 | 198 |
| 5 | 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 | 227 |
| 6 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 192 |
| 7 | 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 | 298 |
| 8 |  +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% | 315 |
| 9 | 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 | 299 |
| 10 | 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? | 271 |
| 11 | 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) | 272 |
| 12 | 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 | 271 |
| 13 | 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 |
| 14 | 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 | 267 |
| 15 | How many of you are benefitted from posts & analysis shared in stock return Multiplayer channel??? | 312 |
| 16 |  Hospitals bed capacity - FY26-30E | 354 |
| 17 | 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. | 365 |
| 18 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 121 |
| 19 | 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 | 348 |
| 20 | How many of you are interested to take financial services from me, If you want to improve your financial earnings.
Accordingly I will plan | 610 |
