Unknown Investor ⚡

I Inhale Stocks & Exhale Mutual Funds for living .

Stocks & Mutual Funds & Money 💰 & Finance

[Unknown Investor ⚡ @Dynamicinvstr]

@Saurabh_TyagiX 🫡

[Dhawal Doshi 🇮🇳 @DhawalDoshi5]

PM Surya Ghar Scheme: Strong Demand Momentum

PM Surya Ghar Muft Bijli Yojana will cross 7.5 million households by Dec'26.

Installations have already crossed 4 million beneficiary households within two years.

Government expects another ~3.5 million additions in the next six months, indicating strong execution momentum.

Massive pipeline visibility
=> Over 6.5 million applications are already in the pipeline.
=> More than 10 million households registered on the national portal, providing long-term demand visibility for the rooftop solar ecosystem.

Subsidy outflow has reached a meaningful scale of Rs. 22,750 CR, including Rs. 2,743 CR in May alone.

Faster subsidy disbursement reduces customer payback periods and accelerates adoption.

Rooftop Solar scheme was launched in February 2024 with an outlay of Rs. 75,021 CR. Over 10 million households registered on the national portal

Rooftop solar currently accounts for ~45% of residential solar capacity. Expected to rise to ~85% during 2024-26, indicating a structural shift toward distributed generation.

Awareness is not an issue anymore however next challenge is conversion—turning interested households into paying installations. Delays in approvals, financing, installer availability, or subsidy processing could slow execution.

Listed Beneficiaries

Solar Module Manufacturers
=> Waaree Energies
=> Premier Energies
=> Emmvee Photovoltaic Power
=> Vikram Solar

Solar EPC / Rooftop Integrators
=> Tata Power
=> Shakti Pumps
=> Solex Energy

Inverter Manufacturers
Servotech Renewable Power System

Cables & Electrical Balance-of-System
=> Polycab India
=> KEI Industries
=> RR Kabel
=> Havells India

PM Surya Ghar is evolving from a policy initiative into a large-scale execution story, creating multi-year demand visibility for solar modules, inverters, cables, EPC services, and rooftop solar ecosystem players.

Disclaimer: Purely for educational and tracking purposes only. Not a buy/sell recommendation. Please do your own research before investing.

@vishan_29 @Anvith_ @TrendSpark420 @Dynamicinvstr @Saurabh_TyagiX

[Unknown Investor ⚡ @Dynamicinvstr]

@shamikiscooking it will bro ... dont worry

[Unknown Investor ⚡ @Dynamicinvstr]

💻 .

Planning
Dreaming
Working

[Dhawal Doshi 🇮🇳 @DhawalDoshi5]

Titan's FY30 Roadmap: 2X Growth Ambition, Multiple Growth Engines, And A Few Critical Execution Risks

Titan - FY26 numbers:

Consolidated REV: Rs. 76,078 CR
Consolidated EBIT: Rs. 8,082 CR

Management is targeting to grow at 2x growth in revenue and EBIT by 2030 which implies 18-19% CAGR in both revenue and operating profit over FY26-FY30.

Jewellery segment continues to be the growth driver for the company followed by Watches, EyeCare and emerging business.

Jewellery Division:
Revenue: 2x
EBIT: 1.9x

Jewellery Division is set to grow at 20% CAGR and management expects India jewellery market share to rise to 11%.

Jewellery - Store network to reach 1,400 stores by FY30.

Titan currently controls only a single-digit share of a massive, fragmented jewellery market.

Management clearly sees market-share gains as the primary growth lever

CaratLane is transitioning from a growth startup to a highly profitable jewellery platform with 2.3x topline growth and 2.5x EBIT by FY30.

Titan continues to dominate Indian watches through Titan, Fastrack, Sonata, Raga, Edge, and Helios.

Watches: FY30 ambition:
Revenue: 2.1x
EBIT: 2.2x

International Business:

=> Tanishq:
Revenue - 2.5x
EBIT - 5.5x

=> Damas:
Revenue - 2x
High single digit margins targeted
Focus on UAE and Saudi Arabia Expansion

Titan already has GCC footprint, Singapore and North America presence, and Damas Acquisition platform.

Risks:
=> Gold Price Volatility
=> Regulatory risks: Customs duty from 6% to 15%
=> International Expansion Execution Risk
=> Margin Dilution from New Businesses
=> Geopolitical & Global Supply Chain Risks

Titan's FY30 ambition essentially signals a transition from India's leading jewellery retailer → India's largest premium lifestyle platform. Also, the company is attempting to build a House of Brands model for Indian consumers, with jewellery funding expansion into multiple adjacent categories.

Disclaimer: Purely for educational and tracking purposes only. Not a buy/sell recommendation. Please do your own research before investing.

Follow @DhawalDoshi5 for more updates.

@vishan_29 @Anvith_ @Dynamicinvstr @Saurabh_TyagiX @TrendSpark420

[Unknown Investor ⚡ @Dynamicinvstr]

@BaluGorade Belated HBD 🥳 Bro

[Saurabh Tyagi @Saurabh_TyagiX]

India's coal-to-gas push could be a game changer for energy security and import substitution. 🇮🇳

With incentives aimed at accelerating coal gasification, sectors such as fertilizers, chemicals, hydrogen and synthetic fuels stand to benefit. Execution, technology and economics will determine the pace of success, but the long-term opportunity is significant.

Stocks that could benefit:
✓Coal India – Feedstock supplier and coal gasification initiatives
✓BHEL – Equipment and EPC opportunities
✓Engineers India – Engineering and project consultancy
✓ L&T – Large scale infrastructure and process plants
✓Rashtriya Chemicals & Fertilizers – Potential reduction in gas dependency
✓Chambal Fertilisers – Lower input costs through syngas-based production
✓Gujarat State Fertilizers & Chemicals (GSFC) – Fertilizer and chemical value chain exposure
✓GAIL India – Gas infrastructure and distribution network
✓NTPC – Exploring coal gasification and hydrogen projects

India's journey towards energy self-reliance and decarbonization may create a multi-decade opportunity across the industrial ecosystem.

What are views on this policy?

Follow @Saurabh_TyagiX for more.

Disclaimer: no buy sell recommendation.

#India #CoalGasification #EnergySecurity #HydrogenEconomy #CoalIndia #BHEL #EngineersIndia #LarsenAndToubro #RCF #GSFC #GAIL #NTPC #MakeInIndia #AtmanirbharBharat #EnergyTransition @DhawalDoshi5 @vishan_29
@RamTeluguTrader @JoyfulGiri
@Dynamicinvstr @valueclarity @Akash17971 @Anvith_ @ChartsByYogi @Hustleranyday @govindranjan108 @GajendraMaury14

[Dhawal Doshi 🇮🇳 @DhawalDoshi5]

Government's Rs. 20,000 Crore Military Drone Procurement Plan

The Indian government is likely to place orders worth Rs. 20,000 CR for military drones over the next 18–24 months.

This would be one of the largest drone procurement programs undertaken in India and a major catalyst for the indigenous defence drone ecosystem.

Procurement is expected to prioritize Tactical ISR (Intelligence, Surveillance & Reconnaissance) drones, Loitering munitions, Armed UAVs, and Battlefield logistics and surveillance platforms.

Orders are expected to be sourced primarily from domestic manufacturers. India already has 550+ drone companies, creating a broad beneficiary universe. The procurement route may be fast-tracked to accelerate induction.

Rising tensions with Pakistan and the growing use of drones in recent conflicts have highlighted capability gaps. The military is seeking rapid deployment of drone assets rather than waiting for traditional long procurement cycles.

The Rs. 20,000 CR spending will not be limited to drone OEMs alone. Beneficiaries include:

Drone Manufacturers
=> ideaForge Technology
=> Zen Technologies
=> Paras Defence and Space Technologies
=> DroneAcharya Aerial Innovations
=> Hindustan Aeronautics Limited

Drone Component Suppliers
=> Paras Defence and Space Technologies
=> Data Patterns
=> Astra Microwave Products
=> Centum Electronics
=> Cyient DLM

Electronics & PCB Players
=> Kaynes Technology India
=> Cyient DLM
=> Centum Electronics
=> Syrma SGS Technology
=> DCX Systems

RF Communication Systems
=> Astra Microwave Products
=> Bharat Electronics
=> Data Patterns
=> Avantel Limited
=> HFCL

Electro-Optics & Imaging Systems
=> Astra Microwave Products
=> Paras Defence and Space Technologies
=> Data Patterns
=> Bharat Electronics
=> ideaForge Technology

Power Systems & Batteries
=> Exide Industries
=> Amara Raja Energy & Mobility
=> Bharat Electronics

Defence Software & AI Companies
=> Tata Elxsi
=> Sasken Technologies
=> Cyient
=> Zen Technologies
=> Data Patterns

Ground Control Station (GCS) Providers
=> Data Patterns
=> Bharat Electronics
=> ideaForge Technology
=> Paras Defence and Space Technologies

Payload & Sensor Manufacturers
=> Paras Defence and Space Technologies
=> Bharat Electronics
=> Data Patterns
=> Astra Microwave Products
=> Centum Electronics

Rs. 20,000 CR Defence Drone Order: India's Largest Military UAV Procurement Could Trigger a Multi-Year Boom Across Drone OEMs, Electronics, Sensors & Defence Tech Supply Chains.

Disclaimer: Purely for educational and tracking purposes only. Not a buy/sell recommendation. Please do your own research before investing.

@vishan_29 @Anvith_ @Dynamicinvstr @TrendSpark420 @InvestmentVeda @Saurabh_TyagiX

[Unknown Investor ⚡ @Dynamicinvstr]

@DhawalDoshi5 @Vismaya9999 @tsatwork @prateek_madaan1 @naveensinghal06 @imujjwalsehgal @ujwal_kr @rohantantia @Akash17971 @ShridhantS @mehul_n_trivedi Defence ETF ❤️

[Unknown Investor ⚡ @Dynamicinvstr]

That’s the only way to watch it seems .

#worldcup2026

[Unknown Investor ⚡ @Dynamicinvstr]

@Akshat_World Wake UP , hate post on Indian stock markets, sell courses , buy real estate . Simple

[Unknown Investor ⚡ @Dynamicinvstr]

@thinkingwest He never had a bulk physique which actually helped him , look Nadal his body build up become a liability in his last years

[Unknown Investor ⚡ @Dynamicinvstr]

He needs to start and if the team is in lead he can be substituted in group stages . For knockout Portugal needs 2 strikers in front , leao work rates are poor & may be felix or even Guedes ( manager should have called paulinha) all Portugal needs a player who can score making Ronaldo life easy

[Unknown Investor ⚡ @Dynamicinvstr]

@CallHimGoat It will depends on game , score , opponent , he would understand team is important

[Unknown Investor ⚡ @Dynamicinvstr]

@itsRAVI21 30 in 3 months 😀😅

[Unknown Investor ⚡ @Dynamicinvstr]

@midnightjay6_ Yes

[Unknown Investor ⚡ @Dynamicinvstr]

75% in gold if i include all my family investments 4 decade investments from gold

[Neon Circuit @midnightjay6_]

@Dynamicinvstr what % of your portfolio is gold allocation ?

[Unknown Investor ⚡ @Dynamicinvstr]

@sunnythedoctor Including GST bro

[Unknown Investor ⚡ @Dynamicinvstr]

@itsRAVI21 @sunnythedoctor In south India Gold is first source of investment bro