Prithvi Bhatt

Heading research @takshila30.
Specialization is for ants

[Prithvi Bhatt @50KalibR]

@RajStockWatch 💯

[Takshila Analytics @takshila30]

We've been looking at the fermentation space closely & India's fermentation dependency on China is one of the most underpriced structural stories in industrial biotech right now. It's a multi-country reshoring wave, not just an India story. Here's the thesis 🧵

[Prithvi Bhatt @50KalibR]

@shome_rajarshi https://t.co/uJhcNfLlH7

[Takshila Analytics @takshila30]

A reminder for anyone feeling hopeless in these markets. This was how stocks were battered in the great depression. Different lessons for everyone in this image.

[Takshila Analytics @takshila30]

A reminder for anyone feeling hopeless in these markets. This was how stocks were battered in the great depression. Different lessons for everyone in this image.

[Prithvi Bhatt @50KalibR]

IPL halftime show made up for the boring match

[Prithvi Bhatt @50KalibR]

@livetime_fe Cope harder

[Takshila Analytics @takshila30]

ABSOLUTELY gobsmacking results by ABS Marine Services Ltd !

H2 PAT at 47cr from 20cr last year
FY 26 PAT at 80 cr from 27 cr last year!
190% YoY growth 📈

Now at 8 P.E

FY 27 will most probably cross the 100cr figure.

[Takshila Analytics @takshila30]

Tractor sales volume showed good growth in H2 FY26 too with M&M, Escorts and others showing strong volume growth. Interestingly, this sub 100cr Mcap company has a tie up M&M to sell its ancillary equipment along with Mahindra tractors.

- 6-7x trailing PAT
- Capex increasing capacity by 3x
- New product launches

Management has already mentioned strong volume growth in H2. How good will the numbers be?

[Takshila Analytics @takshila30]

A house under renovation is always messy. A lot of industries, consumption patterns & expectations have seen growth faster than what our systems/infra/population can handle. There's a lot wrong & seeing even the basics going wrong can instill deep pessimism which is understandable. But, the direction is key, actual progress happens in the grey & not in black or white. India will prove a lot of pessimists wrong.

[Aravind @aravind]

The number of people without electricity by country.
Look what happened after 2016. Someone started fixing India for real. Many things at a time. Still some way to go. The lag of last 60 is that bad.

[Takshila Analytics @takshila30]

Paramount dye tec Ltd had a fire incident at its freshly commissioned unit last year which constrained its growth outlook with yet another plant capex underway. But, institutional holding has increased & the stock is hitting back to back UCs.
Interesting.

[Takshila Analytics @takshila30]

Positron Energy delivers a great H2 ✅ 285 cr revenue
✅ 15 cr PAT (H1 was 5cr)
✅ Margins normalised to 8%
FY 26 PAT @ 21cr
The structural story here remains appealing & intact. Long runway for the company ahead

[Nupur J Sharma @UnSubtleDesi]

These TMC motherfuckers. These bastards need to pay for the carnage they unleash in victory and loss. With Chandranath’s murder, it’s time @SuvenduWB shows them their place.

[Takshila Analytics @takshila30]

Raminfo Ltd :
- Current employee count at around 290 from 26 last year.
- Promoter buying from open market
- Promoters converted warrants to preferential shares at 2x market price recently.
What's cooking?

[Telangana Maata @TelanganaMaata]

RSS worker and primary school teacher Bandhu Prakash Pal, along with his pregnant wife and child, were killed in cold blood in West Bengal.

Never forget. Never forgive.

[Sai Deepak J @jsaideepak]

1. Just got off a call with @UnSubtleDesi. I couldn't be happier for her and both of us couldn't help but discuss the harrowing days of post poll violence in West Bengal in 2021. So I am going to share what happened five years ago just so ppl know what happened. #WestBengal2026.

[Prithvi Bhatt @50KalibR]

@Priyaa_Purohit Surprise surprise

[Akhilesh Sharma @akhileshsharma1]

बारह साल पहले ममता बनर्जी ने पूछा था कौन है अमित शाह?

तब शाह ने कोलकाता में एक बड़ी रैली में बताया था कि वे कौन हैं और एक दिन तृणमूल को बंगाल की धरती से उखाड़ फेंकेंगे।

[Takshila Analytics @takshila30]

Reminds of something not many people know:

Top Nokia engineers who ran the company at its peak didn't disappear after the fall, they built Casambi. They took the wireless engineering DNA from one of history's greatest telecom giants and applied it to something surprising - lighting control.

The result? A Bluetooth mesh protocol so well-designed that it's now quietly taking over the global lighting industry.

Casambi isn't just software, It's an ecosystem. A protocol, a component supplier, and a platform that manufacturers around the world are integrating directly into their products.

No hub. No gateway. Just seamless, scalable wireless control.

And here's what's interesting, it's becoming a monopoly. Walk into a smart lighting project in Europe, the Middle East, or Asia, and chances are Casambi is running it. Architects & Contractors trust it. Manufacturers depend on it.

Nokia once connected the world through phones, Casambi is connecting it through light.

[Takshila Analytics @takshila30]

Calcifediol, a substitute to traditional Vitamin D supplement, cholecalciferol is gaining prevalence among doctors for prescribing vit D supplementation especially for kidney patients. India is undergoing a CKD (kidney disease) crisis affecting 15% of the population. Chronic kidney disease inhibits the body's ability to convert vit D to its usable form which makes the new analog, calcifediol an ideal supplement. Who benefits?