Francis K. J.

Value Investor

[TheAlpha10X @TheAlpha10X]

Trishakti Industries

-Board approves entry into UAE & Saudi Arabia, marking first international expansion.

-Targets $1T+ Saudi infrastructure pipeline and 10 to 12% CAGR crane rental market.

-Enters Wind Energy Equipment Rental for next-generation turbine installation.

-Plans scalable global rental platform via customers, partnerships and fleet deployment.

[Sunil Tinani @SunilVTinani]

Reiterating bullish view on Zydus Lifesciences. Its business is witnessing a fundamental shift.

Notes below:

Zydus is moving from a standard US generic base to a high-margin specialty, NCE (New Chemical Entity), and biosimilar giant.

Here is where the major growth and revenue potential is coming from:

1. The Crown Jewel: Saroglitazar

Granted US FDA Priority Review for Primary Biliary Cholangitis (PBC) with a PDUFA date of Nov 27, 2026. Launch targeted for Q4 FY27.

The global PBC market is a $1.5B–$2B opportunity. Capturing just 10-15% can layer on an insulated, high-margin $150M–$300M in peak annual specialty revenue.

Late-stage global trials for MASH/NASH could open up a multi-billion-dollar therapeutic class.

2. The Biosimilar Global Scale-Up

Keytruda Biosimilar (Pembrolizumab): Partnered with Formycon to be a Wave-1 generic entrant when this $25B+ mega-blockbuster oncology drug loses patent protection.

Zydus is already maximizing first-mover advantage in India by launching indigenous biosimilars like Nivolumab (Tista) and Aflibercept (Anyra), pushing its domestic oncology/chronic franchise to record heights.

3. US Rare Diseases & Metabolic Firsts

ZYCUBO® (Copper Histidinate): Approved by the US FDA in March 2026 for Menkes Disease, establishing a highly profitable, premium-priced ultra-orphan revenue stream through Sentynl Therapeutics.

Semaglutide: Capitalizing on the massive diabetes/obesity market in India by launching generic versions (Semaglyn/Mashema), swiftly capturing the #2 market position via strategic co-marketing partnerships.

While standard US generic pricing erosion acts as a drag for many, Zydus is successfully building an elite pipeline of complex, limited-competition assets that will heavily scale its operating leverage and margins heading toward FY29.

I've gone long in FNO at 1120 (June Expiry) but intend to carry forward the position

[#AirPollution #EnVironMent @navipeth]

#Reverse #PPP 'polluter pays': Coal giants get massive discounts—79% of plants exempted from SO2 norms (no costly FGD install, per July 2025 govt rollback), keeping electricity cheap for some while SO2 → PM2.5 fuels asthma, COPD, lung issues.
Meanwhile, urban Indians pay the real price: insurers hike health premiums 10-15%+ citing pollution spikes in claims!
Polluters profit, people suffer higher bills & sicker lungs. Where's the justice? #PolluterPays #AirPollution #HealthInsurance
Reuters on premium hikes: https://t.co/OKDtEYOM1A
CarbonCopy on exemptions: https://t.co/EkuXp6rzB9

@nsitharaman @republic @SakalMediaNews
@PSamratSakal
@AravalliBachao

[Warrior Moms @Warriormomsin]

A new @iitdelhi study estimates that fully controlling SO₂ emissions from coal power plants could prevent over 1.24 lakh deaths every year in India.

Yet, despite emission norms introduced in 2015, compliance deadlines have been repeatedly extended and rules diluted, even after the Supreme Court raised concerns over delays and worsening air pollution impacts, especially in Delhi-NCR.

In 2025, the Centre further relaxed SO₂ norms, exempting many coal plants from installing pollution control systems like FGD. The cost of these rollbacks is being paid by our children, elderly citizens, pregnant women and vulnerable communities breathing toxic air every day.

Our ask over the years has been simple; no more dilution of SO₂ norms, no more delays; protect public health over polluter convenience.

@PMOIndia @byadavbjp @moefcc

https://t.co/1fGgC76H5v via @SophiyaMathew1 @IndianExpress

[Raghav Wadhwa @raghavwadhwa]

I went through 75+ concalls so you wouldn't have to.
The full FY27 guidance map across 15 Indian sectors.

Renewables & Clean Energy
🔹Premier Energies: 3 to 4x revenue growth over 3 years
🔹Inox Wind: 1,500 to 2,000 MW annual execution in FY27 to FY28
🔹Sarda Energy & Minerals: 20%+ growth over 3 years
🔹Waaree Renewable Tech: 30 to 40% growth
🔹Suzlon Energy: 4,000+ MW order book
🔹JSW Energy: targeting 20 GW by 2030
🔹Waaree Energies: targeting 20+ GW

Data Centers
🔹KRN Heat Exchanger: 60% growth in FY27
🔹Aeroflex Industries: 35% growth in FY27
🔹Netweb Technologies: 35 to 40% revenue growth, 13 to 14% EBITDA margin over next 2 years

Pharma & Healthcare
🔹Poly Medicure: 25% revenue growth, ₹2,300 to 2,400 Cr in FY27
🔹Senores Pharma: 50 to 60% PAT growth in FY27
🔹Sai Life Sciences: 15 to 20% revenue growth in FY27
🔹Cupid: 70% PAT growth in FY27
🔹Beta Drugs: 20 to 25% revenue growth in FY27
🔹Kwality Pharma: 50% PAT growth in FY27

Power Transformers
🔹Transformers and Rectifiers India: 40%+ growth over 3 years
🔹Danish Power: 20 to 25% growth over 3 years
🔹Supreme Power Equipment: 50% growth over 2 years
🔹Hitachi Energy India: strong multi-year HVDC and grid modernisation opportunity
🔹Atlanta Electricals: 40% growth over 2 years
🔹Shilchar Technologies: 20%+ growth over 2 to 3 years
🔹TD Power Systems: 30% growth in FY27

EMS & Electronics
🔹Aimtron Electronics: 40 to 50% revenue growth in FY27
🔹Netweb Technologies: 30 to 35% growth in FY27
🔹Rashi Peripherals: 20% revenue growth in FY27
🔹Avalon Technologies: 24 to 27% growth in FY27
🔹Kaynes Technology: strong multi-year growth opportunity
🔹GNG Electronics: 25% revenue growth in FY27
🔹E2E Networks: hyper growth phase, no specific guidance

Power Capital Goods
🔹Yash Highvoltage: 50 to 70% in FY27, 40 to 42% CAGR over 4 to 5 years
🔹Quality Power Electrical Equipments: 15 to 20% in FY27, 50% in FY28
🔹Genus Power Infrastructures: 33%+ growth in FY27
🔹Apar Industries: 15 to 20% CAGR over 3 to 5 years
🔹Synergy Green Industries: 33% revenue growth in FY27
🔹Skipper: 30% PAT growth in FY27

Defence
🔹Data Patterns India: 20 to 25% revenue growth, order book ~₹1,868 Cr
🔹Krishna Defence and Allied: 30 to 40% growth over next few years
🔹Solar Industries: 42% revenue growth in FY27
🔹Zen Technologies: 50%+ growth over 2 years
🔹MTAR Technologies: 80% ±5% growth in FY27

Recycling & Waste Management
🔹Gravita India: 35% revenue growth in FY27
🔹Namo eWaste: 40 to 50% growth
🔹Tinna Rubber: 25%+ growth
🔹Baheti Recycling: 30 to 35% growth
🔹Antony Waste: 20%+ growth
🔹Sunlite Recycling: 20%+ growth

Cables, Wires & Pipes
🔹Man Industries: 40 to 55% revenue growth, ₹5,000 to 5,500 Cr in FY27
🔹RR Kabel: 16 to 18% volume growth in FY27
🔹KEI Industries: 20%+ growth in FY27 and over 3 to 5 years
🔹HFCL: 20 to 25% growth in FY27
🔹Welspun Corp: 20% revenue growth, ₹20,000 Cr in FY27
🔹V-Marc India: 40%+ growth in FY27 and over 2 to 3 years

FMCG & Consumption
🔹ADF Foods: 35 to 50% revenue growth, ₹925 to 1,000 Cr in FY27
🔹Bazaar Style Retail: 25% revenue growth in FY27
🔹Hindustan Foods: 35 to 50% PAT growth, ₹200 to 220 Cr PAT in FY27

Aerospace
🔹Rossell Techsys: 80 to 90% revenue growth in FY27
🔹PTC Industries: long-term aerospace and defence alloy growth opportunity
🔹Azad Engineering: 25 to 30% growth over next few years

Finance & Digital Platforms
🔹Pine Labs: 21 to 23.5% revenue growth in FY27
🔹Anand Rathi Wealth: 25% growth
🔹Northern Arc Capital: 22 to 25% growth

Chemicals & Specialty
🔹Acutaas Chemicals: 25% growth in FY27 and over 3 years
🔹Neogen Chemicals: 40%+ growth over 3 to 4 years
🔹Pondy Oxides and Chemicals: 20%+ growth over 4 years
🔹Krishana Phoschem: 35 to 40% growth in FY27
🔹Stallion India Fluorochemicals: 30 to 35% growth in FY27

Railways
🔹Ramkrishna Forgings: 80 to 85% capacity utilisation in FY27
🔹Airfloa Rail Technology: 50% growth over 2 years
🔹RITES: 15 to 20% steady growth
🔹Frontier Springs: 30%+ growth over 2 years

Logistics
🔹Shadowfax Technologies: 27 to 30% growth
🔹Zinka Logistics: 30%+ growth

Water Management
🔹Enviro Infra Engineers: 35 to 40% growth
🔹VA Tech Wabag: 20%+ growth

🔖Bookmark it. Earnings season will tell you who delivers and who blinks.

📌Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only.

[Shubh Jain @shubh19]

⚡ Companies That Will Control India in 2030 (Watch These)

1. Jio (Reliance): AI, 5G, JioMart, JioCinema, JioFinance one super app
2. Adani Group: Airports + Ports + Energy + Data Centres + Defence
3. Tata Group: Airlines + EVs + Semiconductors + Defence + Retail
4. NPCI: Will control digital money rails for 200 Crore people
5. ISRO commercials (IN-SPACe): Will control India's satellite economy
6. Ola Electric: Could own India's EV + battery + charging ecosystem
7. Zepto: Fastest grocery expansion may crack ₹50,000 Cr GMV
8. Anthropic/OpenAI (India ops): AI infrastructure for Indian enterprises
9. ONDC: Government-backed open network could disrupt every marketplace
10. GIFT City (Gandhinagar): India's future global financial powerhouse

[Francis K. J. @Francis01980]

@sourabhwadhwa22 Inventory days & Cash conversion cycle improved..

[Francis K. J. @Francis01980]

Ducon Technologies, a global leader in high-efficiency air pollution control and infrastructure related technologies, today announced solutions for the escalating environmental and public health crisis caused by high-altitude missile interceptions in the ongoing conflict in Iran.

[Francis K. J. @Francis01980]

https://t.co/XMNh3BvEGe

[Francis K. J. @Francis01980]

Aron Govil, CEO of Ducon Infra said, “We are witnessing a strong pipeline of opportunities in the alumina sector, both in India and globally. Our decades of experience & proven capabilities position us well to capitalize on this growth phase."

[Francis K. J. @Francis01980]

Ducon Expects Increased Activity in Alumina Handling Projects Business in India

[Sunil Tinani @SunilVTinani]

Ducon Infra is 11.14 UC. Those who are nervous should book and stop asking questions later

[Trade Brains @TradeBrainsGrp]

The biggest wealth-creating industries explained 💸

[Dr. Rakesh Bansal @iamrakeshbansal]

HMT's Huge Land Bank Could Become AI Powerhouses!
The government is planning to use land from HMT (Hindustan Machine Tools) to build AI clusters (like big centers for artificial intelligence).
HMT has the second largest land bank in the country after Indian Railways. It still owns about 1,100 acres in places like Bengaluru, Hyderabad, Pinjore, and Kalamassery.
These lands were once used for making machines and tools, but now they can help create modern AI hubs. Plans include investments of around ₹10,000 crore through public-private partnerships.
This could bring new jobs, tech growth, and help India become a strong player in AI!
What do you think? Good move for India's future? 🚀🇮🇳
#HMT #AIinIndia #LandMonetisation #TechIndia

[Samir Pradhan @SamirPradhann]

🔥 Netweb Set To Grow 35-40% CAGR For Next 5 Years!

AI spending in India is just beginning
The company is on track to cross ₹1,500 crore annual revenue in the near term.

Indian Clients - Zoho, Infy, Yotto etc

[Dr. Rakesh Bansal @iamrakeshbansal]

TCS and AMD Team Up to Challenge NVIDIA
TCS has joined hands with US chip giant AMD to build advanced AI systems in India. They’re using AMD’s new “Helios” platform to create powerful data centers for AI training and tasks.
This partnership will support up to 200 megawatts of power, helping businesses and the government speed up AI projects. It’s a big step to rival NVIDIA, the leader in AI chips, in India’s fast-growing market.
With this, India aims to boost its own AI tech and reduce dependence on others. Great for innovation and jobs!
#AIIndia #TCSAMD #TechBattle

[Avinash Gorakshakar @AvinashGoraksha]

Ducon Infratechnologies Limited sees policy validation for its early carbon capture strategy as Union Budget 2026 allocates ₹20,000 cr over 5 years for CCUS.

The company began solvent-based carbon capture R&D in Sept 2025, ahead of policy support, targeting industrial sectors where decarbonisation options are limited.

CCUS now moves closer to execution in India.

#UnionBudget2026 #Ducon

[Sunil Tinani @SunilVTinani]

High RR Trade:

Picked up a small qty of Ducon Infratechnologies @ 9 for up to 3 years holding

Reasons:

Expanding Upper BB
Resistance broken
Weekly RSI rising
Co in green sector
Tie up with German Co (https://t.co/lwYmeQ1zsn )
Promoter also owns Dynacon Systems

[Abhijit Chokshi | Investors का दोस्त @stockifiabhijit]

Four Business Short Stories
1) Nokia rejected Android
2) Yahoo rejected Google
3) Kodak turned down digital cameras
4) Blockbuster rejected Netflix.

Lessons
1) Take risks
2) Accept Change
3) If you refuse to change over time, you will become obsolete "

[The Deal Trader @TheDealTrader_]

15 rates every investor needs to know.