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Hidden Multibagger Stocks by Devendra (RA: INH000026488)
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Disclaimer: I am a SEBI Registered Research Analyst (RA: INH000026488). All stocks, market updates, and investment-related information shared in this channel are strictly for educational and informational purposes only.
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"Stallion India’s" R32 plant is expected to be commissioned by October 2026. This will be followed by the proposed HFO manufacturing facility. The company has already acquired land for this project.
💥Top Indian Stocks Benefiting from the US AI Data Center Growth💥
Some Indian companies can act as proxy plays on the US AI data center boom, as they supply critical components such as power equipment, connectivity solutions, engineering systems, and cooling technologies used in global data center infrastructure.
The following are some of the key proxy players:
👉MTAR Technologies
👉Sterlite Technologies
👉Azad Engineering
👉TD Power Systems
👉Aeroflex Industries
👉Cummins India
👉KRN Heat Exchanger
👉GE Vernova
These companies are not direct data center operators but are part of the global supply chain ecosystem supporting AI-driven infrastructure growth.🚀
FII buying and selling is continuing, just as I had predicted. This appears to be an accumulation phase, where the market moves in a range while smart money builds positions.
The US market has reached a stage of stagnation, and capital is now starting to flow into emerging markets. Among these, Brazil is currently attracting strong FII inflows, and its market is heading toward a bull run, following South Korea. Gradually, emerging markets are beginning to outperform one by one.
I believe India could be next. The Indian market has been underperforming for more than a year, mainly due to high valuations. However, if earnings improve, we could soon see strong FII inflows returning to India. At present, FIIs are selectively accumulating old-economy sectors such as automobiles, construction, capital goods, pharmaceuticals, healthcare, metals, power, and banking.
If the Indian market had corrected more meaningfully, FIIs would have already returned in a big way. However, strong SIP inflows have kept valuations elevated. This is why I keep emphasizing that FIIs are not staying away because of factors like Trump tariffs or government issues, but primarily due to expensive valuations driven by continuous domestic inflows.
FIIs are allocating capital to markets like Brazil and South Korea because valuations there are relatively cheaper compared to India.
This is why i am worried for the next bear phase where SIP inflows can cross ₹40,000 crore per month and the market does not correct over a long period, it could lead to an extended bear phase in the future.
One important point to understand: 2026 is likely to be a stock-picker’s market. You cannot rely only on technical chart anymore. Investors need to understand business fundamentals, future growth potential, management guidance, and sector tailwinds before investing.
The intermittent buying and selling by FIIs suggests that the market may be in the final stage of bottom formation. You might have noticed that when FIIs buy, DIIs tend to sell—this indicates that FIIs are accumulating large-cap stocks from DIIs, while DIIs redeploy that capital into mid-cap and small-cap stocks.
Look at the small-cap 250 index. The market is currently moving within a range—this is known as an accumulation phase, where the index trades in a narrow band without any major directional move.
At present, the market is waiting for Q4 earnings. So, over the next two months, you are likely to see continued range-bound movement. A breakout in the small-cap 250 index can be expected once strong Q4 earnings from small-cap companies start coming in.
I don’t track the Nifty 50, as it appears to be manupulated by selective buying in a few stocks. This kind of movement has been ongoing for the last 6–7 months. Without a meaningful correction in large-cap indices, it may be difficult to see strong returns in 2026.
On the other hand, the small-cap segment has already undergone a correction over the past six months and seems to have formed a bottom. The small-cap 250 index may remain range-bound at current levels for the next couple of months, with a potential breakout after Q4 earnings.
The market has already discounted all positive and negative news related to Trump, so don’t expect any major moves based on that. Trump chapter is effectively closed for the market. Also, keep in mind that the market rarely reacts to the same reason repeatedly.💥
The market is likely to remain sideways until the Q4 results are announced. “sideways,” mean the market will move within a narrow range without any significant upward or downward trend.
Currently, the market is waiting for earnings growth, which is expected to come from Q4 results.
It has largely ignored news related to Donald Trump and tariff developments, as these factors are already priced in. So, there is no need to get excited about such news.
The market is focused only on improvement in earnings. Without strong earnings growth, it is unlikely to respond positively. As mentioned earlier at the beginning of the month, the market is expected to remain sideways until Q4 results are out.
Investors should avoid reacting to short-term positive news that creates excitement on social media like Trump tarrif , trade deal etc.
Understanding FII psychology helps in forming a clear 2–3 month market outlook. There is no need to track technical charts every day.
Keep an eye on the Nifty Smallcap 250, which is currently range-bound. Nifty 50 index is being manipulated over the past six months. You will not get a clear idea about overall market movement by looking only at the Nifty 50.🚀
👉Power transmission sector companies that supply high-voltage equipment—where profit margins are relatively high—are currently showing strong price momentum. In this segment, only a limited number of players operate, giving them a clear competitive advantage.
Key companies in this space include:
💥 GE Vernova
💥 Hitachi Energy
💥 Quality Power Electrical Equipments
I had explained in one of my YouTube videos earlier why this sector would outperform. Now, solar power production has reached an overproduction level due to insufficient grid infrastructure to evacuate the generated power.
This is the reason why solar sector stocks are underperforming, while power transmission sector stocks are outperforming.🚀🚀
"Quality power" Multibagger stock is showing strong performance and making new higher high..🚀🚀
"MTAR Technologies" , which is involved in the U.S. data center theme, continues to outperform 🚀
"Acutaas Chemicals" Multibagger stock is showing strong performance and making new higher high..🚀🚀
" Axiscades Technologies " Recieved 25 cr order from Hindustan Aeronautics limited.
💥"Quality power" 41,750,640 Equity Shares are subject to a Lock-Up Agreement Ending on 23-FEB-2026. These Equity Shares will be under lockup for 365 days starting from 20-FEB-2025 to 20-FEB-2026.💥
💥"Interarch Building Solutions" 3,328,187 Equity Shares are subject to a Lock-Up Agreement Ending on 22-FEB-2026. These Equity Shares will be under lockup for 550 days starting from 21-AUG-2024 to 22-FEB-2026.💥
💥In this bear market environment, a few stocks continue to outperform due to strong fundamentals, sector tailwinds, and earnings visibility. Below is a structured list of high relative strength stocks...💥
1. Titan Biotech
2. Sakar Healthcare
3. KRN Heat Exchanger
4. Quality power
5. GNG Electronics
6. Divgi TorqTransfer
7. Happy Forgings
8. Lumax Auto Technologies
9. Yatharth Hospital
10. GE Vernova
11. Sansera Engineering
12. Acutaas Chemicals
13. NGL Finechem
These companies are holding strong due to solid fundamentals, sector tailwinds, and consistent earnings visibility despite broader market weakness.
https://t.me/marketinsightswith_Devendra
Ping me @devendra2006 for any queries..
FII buying and selling is continuing, and the market is likely to remain sideways until the Q4 earnings are announced. Many experts are confused about why the market is not moving even after the US–India trade deal, but the reason is simple—the market is not focused on the trade deal; it is focused on earnings and valuations.
As I have said earlier, whenever FIIs sell, the market tends to be negative on that day, and when FIIs buy, the market turns positive. Because of this, the market will remain volatile and range-bound until the Q4 results. You are unlikely to see any major upward or downward move during this period.
We focus on a 2–3 month outlook rather than tracking daily chart patterns. The next two months will likely be a phase of accumulation. As mentioned before, 2025 saw strong selling by FIIs, so 2026 is expected to be relatively more positive in terms of FII flows.
In the Smallcap 250 index, you may not see a significant fall, but it will continue to move within a range until the Q4 earnings are announced.
