gejjalli harsha

[CompoundingAI @compoundingaiin]

Here is a comprehensive breakdown of Indian companies involved in satellite manufacturing (complete satellites / satellite buses) and payload manufacturing (the instruments/electronics that go on the satellites), across both listed and unlisted entities, based on filings.

[gejjalli harsha @GejjalliH]

@Salman_2911 Thanks for sharing company name too man.

[Attentive investor @stockmarket8058]

FIIs Are Loading Up Heavy ‼️

🗽Foreign Investors Hike Stakes by Up to 3.15%

MASSIVE FII BUYING FRENZY 💥

Full List Inside 💠 [ Part 4 | 40/50]

A MEGA 🧵 Thread 🧵 👇 👇 👇

[Vishnu Agarwal @vishnuagarwal64]

Layer 2: The prime contractors. Listed, large, already proven.

- L&T: builds steam generators and the heaviest reactor equipment. The chief system integrator.

- BHEL: turbines and the conventional half of the plant. Now winning direct plant orders too, ₹563 crore recently.

- MTAR Technologies: precision parts like fuel machining heads and drive mechanisms. Works with NPCIL since 1978. Order book above ₹1,200 crore.

- Kirloskar Brothers: made the 135-tonne pumps that move liquid sodium above 500 degrees inside the Kalpakkam breeder. The only rotating equipment in that reactor.

- Walchandnagar Industries: makes the calandria, the heart of an Indian reactor, plus end shields and sodium piping.

4/12

[Vishnu Agarwal @vishnuagarwal64]

Layer 1: The owners. All state-run, none directly listed.

- NPCIL: owns and runs all 25 reactors.

- BHAVINI: runs the fast breeder programme at Kalpakkam.

- UCIL: mines India's uranium.

- ECIL: builds reactor control systems.

- NTPC: the listed back door. Its 50:50 venture with NPCIL, called ASHVINI, that brings NTPC's balance sheet into nuclear. This one move removes the old budget bottleneck.

3/12

[Bryan Johnson @bryan_johnson]

This is biblical.

A woman in her eighties. Ten years into Alzheimer's. Hadn't spoken a full sentence in five years.

Takes one, 5 gram dose of psilocybin.

She slept 19 hours and woke up and spoke for hours about her life, recognized family and held real conversations. She regained bladder control after five years, walked on her own. and dressed herself. Gains held for weeks.

[Satpal Singh @vsvicky_]

If India Places A 18,000 Cr Military Drone Order, the biggest listed beneficiaries could be 🔥

Tier-1 Beneficiaries

Paras Defence
IdeaForge
Zen Technologies

Tier-2 Beneficiaries

BEL
Data Patterns
Astra Microwave

[CA Vivek Khatri @CaVivekkhatri]

𝗜𝗻𝗱𝗶𝗮’𝘀 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗿𝗲 𝗯𝗼𝗼𝗺 ₹𝟭,𝟵𝟬,𝟬𝟬𝟬 𝗰𝗿𝗼𝗿𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝗯𝘆 𝟮𝟬𝟯𝟬🔥📈

𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗧𝗵𝗲𝗺𝗲 𝗦𝘁𝗼𝗰𝗸𝘀👇

1) IT Hardware / AI Servers
- Netweb Technologies India
- Syrma SGS Technology
- HFCL

2) Power Infrastructure
- Hitachi Energy India
- Siemens India
- ABB India
- CG Power and Industrial Solutions
- Cummins India
- Kirloskar Oil Engines
- Schneider Electric Infrastructure

3) Cooling Systems
- KRN Heat Exchanger and Refrigeration
- Amber Enterprises India
- Thermax
- Kirloskar Brothers

4) Building & Civil
- KEC International
- Kalpataru Projects International
- Capacite Infraprojects
- PSP Projects
- Man Infraconstruction

5) Wires & Cables
- Polycab India
- KEI Industries
- R R Kabel
- Universal Cables
- Sterlite Technologies

Bookmark this list📌

Educational purpose only. Not a buy/sell recommendation.

Any more stocks to add❓
#trading #investing

[Akash Chaudhary @Akash17971]

MY PERSONAL SME WATCHLIST – PART 1 🔥🔥🔥

Active watchlist to study, track, and understand businesses deeply 📊📑

▪️ Viviana Power
▪️ Yash Highvoltage
▪️ Indo SMC
▪️ Anondita Medicare
▪️ Shree Refrigerations
▪️ JD Cables
▪️ Prime Cable
▪️ Suba Hotels
▪️ Grand Continent Hotels
▪️ Msafe Equipments
▪️ KRM Ayurveda
▪️ ABS Marine Services
▪️ Airfloa Rail Technology
▪️ Oriana Power
▪️ Patil Automation
▪️ Asarfi Hospital
▪️ Sathlokhar Synergys
▪️ Aimtron Electronics
▪️ Alpex Solar
▪️ Danish Power
▪️ Afcom Holdings
▪️ Maxvolt Energy
▪️ Airfloa Rail
▪️ L. T. Elevator
▪️ Baheti Recycling
▪️ Prizor Viztech
▪️ Monolithisch
▪️ OSEL Devices
▪️ OBSC Perfection
▪️ Purple United
▪️ Influx Healthtech
▪️ Sacheerome
▪️ FlySBS Aviation
▪️ Blue Water
▪️ Taurian MPS
▪️ Ganesh Green
▪️ TechD
▪️ Neetu Yoshi
▪️ Desco Infratech
▪️ Neochem Bio Solutions
▪️ Z-Tech (India)
▪️ Adisoft Technologies
▪️ Namo eWaste Management

Why is it important to continuously track and study companies?
Because real conviction in investing never comes from tips, noise, or temporary market hype. Real conviction comes from continuously studying businesses, reading quarterly results, tracking management commentary, understanding sector trends, and observing execution over time.

When you deeply track a company, you slowly start understanding:
▪️ How the business operates
▪️ Whether management execution is improving
▪️ Which sectors are gaining momentum
▪️ Whether growth is sustainable
▪️ How market reacts to earnings and developments
▪️ What kind of businesses institutions are accumulating

This continuous process of research and observation keeps you mentally prepared during both rallies and corrections.

The more clarity you have about a business, the stronger your conviction generally becomes during volatility and market uncertainty.

Study businesses deeply.
Track them patiently.
Observe execution consistently.
That is where long-term learning and wealth creation usually begins.

Disclaimer:
This is for educational and study purposes only. Not a buy/sell recommendation.

[AIM Investments @AimInvestments]

10 Companies that have clear 2030 Vision & Growth Plans

1. VA Tech Wabag

[Akash Chaudhary @Akash17971]

32 Mainboard Leaders & Their SME Counterparts - Hidden Opportunities You Can’t Ignore to study once 🔥🔥👇

Waaree Energies → Alpex Solar

KRN Heat Exchanger → Shree Refrigerations

Syrma SGS → Aimtron Electronics

Garden Reach Shipbuilders → Krishna Defence (Recently Migrated)

GE Vernova T&D → Viviana Power

Yatharth Hospital → Unihealth Hospitals

Cupid → Anondita Medicare

Polycab → JD Cables / Prime Cables

Shilchar Technologies → Danish Power

Bharat Forge → OBSC Perfection

Jeena Sikho → KRM Ayurveda

Amara Raja Energy → Maxvolt Energy

Interarch Building → Sathlokhar Synergys

ACME Solar → Oriana Power

Gravita India → Baheti Recycling / Namo eWaste

Aditya Infotech → Prizor Viztech

Netweb Technologies → Unified Data-Tech Solutions

Hitachi Energy → Quality Power

Container Corporation Of India → Afcom Holdings

Interglobe Aviation → FlySBS Aviation

Suzlon Energy → KP Green Engineering

KPI Green → Oriana Power / Ganesh Green Bharat

Clean Science → Neochem Bio

PG Electroplast → Osel Devices

ABB India → Advait Energy

KEI Industries → Systematic Industries

CG Power → Supreme Power

PVR Inox → Connplex Cinemas

KPIT Technologies → TechD Cybersecurity

Cochin Shipyard → ABS Marine

Ahluwalia Contracts → Goel Construction

Kalyan Jewellers → Utssav CZ Gold

The interesting thing about SME companies is that many of them operate in the same sectors where established mainboard leaders are already creating massive wealth.

Sometimes SMEs become suppliers.
Sometimes niche competitors.

And sometimes future industry leaders themselves.
The biggest wealth creation often happens before the broader market fully recognizes these businesses.

This is why studying SMEs deeply can become extremely important in the coming decade.

Let’s continue building this list further - feel free to add more interesting mainboard and SME counterpart below 👇

Disclaimer:
This is for educational purposes only and not investment advice. Please do your own research before investing.

[Tea Leaf Investing NLC @notoriousjatt85]

₹ 2,23,040 credited. 🤑

Today was the disbursement of the quaterly #dividend declared on the 20th by #PGINVIT.

My landlord is trying to offload his flat for around 2.5 for which we pay 50k as rent and I wouldn't give more than 1.5 for. Basically he gets 6L every year for his depreciating property.

If I put 1.5 in PGinvit my yearly dividend income would be around 17L+.

Ppl need to get wiser regarding their finances.

[Naseem Raza @wolfofthastreet]

🏛️Q4FY26 concalls & guidance

High-Growth Companies with Guidance

🛡️DEFENCE

Zen Technologies | 50%+ growth (Next 2 years)

Solar Industries | 42% revenue (FY27)

Krishna Defence | 30–40% (Next few years)

Data Patterns | Strong pipeline (Order book 1,868 Cr)

✈️ AEROSPACE

Rossell Techsys | 80–90% revenue (FY27)

Azad Engineering | 25–30% (Next few years)

PTC Industries | Long-term aerospace/defence alloy growth

🖥️ DATA CENTERS

MTAR Technologies | 80% ±5% (FY27)

KRN Heat Exchangers | 60% (FY27)

Aeroflex Industries | 35% (FY27)

TD Power Systems | 30% (FY27)

📱EMS

Netweb Technologies | 30–35% (FY27)

Avalon Technologies | 24–27% (FY27)

GNG Electronics | 25% revenue (FY27)

E2E Networks | Hyper growth (No specific)

Kaynes Technology | Strong multi-year (No specific)

🌱 RENEWABLES & CLEAN ENERGY

Premier Energies | 3–4x revenue (Over 3 years)

Sarda Energy | 20%+ growth (Next 3 years)

Waaree Renewable Tech | 30–40%

Waaree Energies | Targeting 20+ GW capacity

JSW Energy | 20 GW capacity target by 2030

Suzlon Energy | 4,000+ MW order book

Inox Wind | 1,500–2,000 MW (FY27–28 annually)

⚡ POWER TRANSFORMERS

Supreme Power | 50% (Next 2 years)

TARIL | 40%+ (Next 3 years)

Atlanta Electricals | 40% (Next 2 years)

Danish Power | 20–25% (Next 3 years)

Shilchar Tech | 20%+ (Next 2–3 years)

Siemens Energy India | Order book surging

Hitachi Energy India | Strong multi-year HVDC + grid modernisation (check on 26th May)

🏭 POWER CAPITAL GOODS

Yash High Voltage | 50–70% (FY27) and 40–42% CAGR (4–5 years)

Genus Power | 33%+ (FY27)

Skipper | 30% PAT (FY27)

Quality Power | 15–20% (FY27) + 50% (FY28)

Apar Ind | 15–20% CAGR (3–5 years)

🔌 CABLES

V-Marc India | 40%+ (FY27 + next 2–3 years)

HFCL | 20–25% (FY27)

Bhagya Nagar India | 20–25% CAGR

KEI Industries | 20%+ (FY27 + 3–5 years)

🚂 RAILWAYS

Airfloa Rail Technology | 50% growth (Next 2 years)

Frontier Springs | 30%+ growth (Next 2 years)

RITES Ltd | 15–20% (Steady compounder)

Ramkrishna Forgings | 80–85% capacity utilisation (FY27)

💰 FINANCE

Anand Rathi Wealth | 25%

Northern Arc | 22–25%

💍 GOLD & JEWELLERY

PN Gadgil Jewellers | 25%+

Sky Gold & Diamonds | 30–35%

💊 PHARMA & HEALTHCARE

Cupid | 70% PAT (FY27)

Senores Pharma | 50–60% PAT (FY27)

Kwality Pharma | 50% PAT (FY27)

🧪 CHEMICALS & SPECIALTY

Neogen Chemicals | 40%+ (Next 3–4 years)

Krishana Phoschem | 35–40% (FY27)

Stallion Fluorochemicals | 30–35% (FY27)

Acutaas Chemicals | 25% (FY27 + next 3 years)

Pondy Oxides | 20%+ growth (Next 4 years)

Balaji Amines | Near-term commissioning catalyst DME

🏗️ INFRA & CONSTRUCTION

Sirca Paints | 25–30% revenue (FY27)

Cemindia Projects | 25%

Epack Prefab Tech | 20%+

🚚 LOGISTICS

Zinka Logistics | 30%+

Shadowfax Technologies | 27–30%

♻️ RECYCLING & WASTE MANAGEMENT

Namo e-Waste | 40–50%

Baheti Recycling | 30–35%

Gravita Ltd | 35%

Tinna Rubber | 25%+

Antony Waste Handling | 20%+

Sunlite Recycling | 20%+

💧 WATER MANAGEMENT

Enviro Infra Engineers | 35–40%

Va Tech Wabag | 20%+

🔀 MISCELLANEOUS

Deep Industries | 30–35%

BLS International | 20–25%

Southwest Pinnacle Exploration | 20%+

[gejjalli harsha @GejjalliH]

@KommawarSwapnil Invested in box for last two years from 250 levels

[gejjalli harsha @GejjalliH]

@AkashDGarg @AdityaD_Shah @arpit_kakar9 But they don't necessarily uses atm. This company supplies money to atms. So don't think even if there are people who uses cash it will help this company.

[Swapnil Kommawar @KommawarSwapnil]

20 Companies posted good results yesterday🧵

1. Talbros Auto

[Soumyadeep Paul @investwithpaul]

25 Popular Companies where the management has given good guidance 🔥

1. DEEP INDUSTRIES: 30–35% growth for FY27 and FY28

2. SKY GOLD & DIAMONDS: 30–35% growth for next 4 years

3. SARDA ENERGY: 20%+ growth for next 3 years

4. ATLANTA ELECTRICALS: 40%+ growth for next 2 years

5. GRAVITA: 35% growth for next 4 years

6. ANAND RATHI WEALTH: 25% growth for next few years

7. ZEN TECHNOLOGIES: 50%+ growth for next 2 years

8. FRONTIER SPRINGS: 30%+ growth for next couple of years

9. GENUS POWER: 33%+ growth for FY27

10. MACFOS: 40%+ growth for next 2–3 years

11. AZAD ENGINEERING: 25–30% growth for next few years

12. KEI INDUSTRIES: 20%+ growth for next 3–5 years

13. VA TECH WABAG: 20%+ growth for next 3–4 years

14. EPACK PREFAB TECHNOLOGIES: 20%+ growth for next couple of years

15. NAMO EWASTE: 40–50% growth for next 2 years

16. SUNLITE RECYCLING: 20%+ growth for next 3–4 years

17. TINNA RUBBER & INFRASTRUCTURE: 25%+ growth for next 2 years

18. ANTONY WASTE HANDLING CELL: 20%+ growth for next few years

19. SHILCHAR TECHNOLOGIES: 20%+ growth for next 2–3 years

20. KRISHNA DEFENCE & ALLIED INDUSTRIES: 30–40% growth for next few years

21. AIRFLOA RAIL TECHNOLOGY: 50% growth for next 2 years

22. SUPREME POWER EQUIPMENT: 50% growth for next 2 years

23. DANISH POWER: 20–25% growth for next 3 years

24. BLS INTERNATIONAL: 20–25% growth for next 5 years

25. TARIL: 40%+ growth for next 3 years

[tushar @tushar9590]

There never was a bear market for these cos in last few months of carnage:

Sansera Engineering
Centum Electronics
Mtar Technologies
Shaily Engineering
Dynamatic Technologies

Aerospace, Semiconductor, AI won the war & still winning.

[gejjalli harsha @GejjalliH]

@desiprof_ @protosphinx We and korea were at similar percapita in 50's. Now look at them.
Our earlier governamenta were also thinking in same manner that's why we are lagging

[gejjalli harsha @GejjalliH]

@algiamh 3