InvestoAdda

A Passionate Investor in Indian Equity market & having strong believe in Indian Growth story... Bharat Mata ki Jai

[InvestoAdda @Investoadda]

Disclaimer - My tweets are not investment recommendations. I am not a SEBI registered consultant.
Disclosure: I and my family/friends have investment and holdings in all the stocks that I discuss and write about on twitter. Consult a SEBI registered advisor before investing.

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Do your own due diligence before any investment decisions. This is for educational & informational purposes only and not a buy/sell recommendation.
If you found this analysis useful, please Retweet & Follow for more detailed equity research on Indian stocks.

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🚀 PTC Industries Thread: A quick breakdown of their advanced metallurgy capabilities, deep-tech moats, and how they are scaling up the aerospace value chain. Check out the thread below! 👇

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5/ Outlook: Positioned seamlessly as a Tier 1/2 supplier to global OEMs and defense programs like DRDO. By substituting imports with local production, PTC stands out as a prime beneficiary of the secular multi-decade structural tailwind of Atmanirbhar Bharat.

[InvestoAdda @Investoadda]

Do your own due diligence before any investment decisions. This is for educational & informational purposes only and not a buy/sell recommendation.
If you found this analysis useful, please Retweet & Follow for more detailed equity research on Indian stocks.

[InvestoAdda @Investoadda]

VA Tech WABAG Ltd

A global water technology company not a typical EPC contractor.
It combines engineering, proprietary Tech, desalination, wastewater recycling . With water scarcity becoming a global priority, WABAG is positioned in a long-term structural growth theme.👇

[InvestoAdda @Investoadda]

18/18

Final View

VA Tech WABAG is a high-quality water technology company benefiting from a multi-decade structural opportunity.

The business quality deserves attention, but the current valuation demands continued execution. #vatechwabag #investing #equity
#waterepc