The Megatrend Investor

I break down long-term trends in the Indian stock market so you can invest confidently and grow wealth peacefully.

[The Megatrend Investor @MegaTrend_Guy]

In this article, you will learn why recycling megatrend will do well in future and which companies will benefit from it.
https://t.co/nlR0sxBpb4

[The Megatrend Investor @MegaTrend_Guy]

@ishmohit1 You are talking about Lloyds metal and energy, right?

[The Megatrend Investor @MegaTrend_Guy]

@LearningEleven https://t.co/LT967UvgC2
I wrote a deep dive article on this theme 2 months ago.

[The Megatrend Investor @MegaTrend_Guy]

@ishmohit1 @ResearchSOIC you forgot to update it for soic research members?

[The Megatrend Investor @MegaTrend_Guy]

@ishmohit1 There is no moat or entry to barrier here. You are squeezed from both the sides.

[The Megatrend Investor @MegaTrend_Guy]

@EkanshMittal_KW Not always true. Companies in high growth face mostly burn money. E.g. sky gold.

[The Megatrend Investor @MegaTrend_Guy]

In this video, You will learn why recycling megatrend will do well in future and which companies will benefit from it.

[The Megatrend Investor @MegaTrend_Guy]

@dmuthuk

[The Megatrend Investor @MegaTrend_Guy]

I analyzed the Recycling theme. Here are the top companies with their future growth guidance.

1. Gravita
35% growth for next 4 years.

2. Pondy Oxides (POCL)
20%+ growth for next 4 years.

3. Ganesha Ecosphere
FY26 will be flat. FY27: 15–20% growth depending on capacity utilization.

4. Namo E-Waste
40–50% growth for next 3 years.

5. Eco Recycling
Management gave aggressive guidance in the past. I have trust issues with management. Be cautious.

6. Sunlite Recycling
20%+ growth for next 3–4 years.

7. Baheti Recycling
30–35% growth for next 2 years.

8. GRP
No clear guidance. FY27 is expected be a turnaround year.

9. Tinna Rubber
25%+ growth for next 2 years.

10. Antony Waste Handling
20%+ growth for next few years.

Disclaimer: Not a buy/sell recommendation.

[The Megatrend Investor @MegaTrend_Guy]

@SamirPradhann Overall B2G theme is doing poorly. Their receivables is the biggest issue.

[The Megatrend Investor @MegaTrend_Guy]

@InvestorOfJAMMU Transformers will do well. AI boom will accelerate it.

[The Megatrend Investor @MegaTrend_Guy]

@SinghIitkgp No, only stocks.

[The Megatrend Investor @MegaTrend_Guy]

"The best time to buy a stock is when the 'story' is still intact but the price has been hammered by the market. If a company is growing at 20 percent and the P/E has dropped from 20 down to 10 because of a general market decline, that is an absolute gift. That’s your margin of safety. You’re getting the same growth at half the price.

It doesn’t happen often, but when it does, you should be prepared to act quickly because the market won't leave that kind of value on the table for long." - Peter Lynch

[The Megatrend Investor @MegaTrend_Guy]

Four new age manufacturing themes to study:

1. PEB
2. BESS
2. Gensets
3. Aerospace

Add something to the list.

[The Megatrend Investor @MegaTrend_Guy]

BESS (Battery energy storage solution) theme is bound to do well.

[The Megatrend Investor @MegaTrend_Guy]

Increasing number of demat account will result in a boom in capital market stocks.

-NSE
-BSE
-CDSL
-NSDL
-CAMS
-GROWW
-ANGELONE
-MOTILAL OSWAL
-ANAND RATHI WEALTH MANAGEMENT

Study these companies.

[The Megatrend Investor @MegaTrend_Guy]

Goverment is pushing for digital infrastructure. AI, data centre theme will do very well.

Study these companies:

-Netweb
-Black box
-Anant Raj
-E2E networks

which company are you tracking?

[The Megatrend Investor @MegaTrend_Guy]

Your next multibagger is here:

https://t.co/HOlcuGexY7

[The Megatrend Investor @MegaTrend_Guy]

It looks like bad days for smallcaps are finally over after US trade deal.

Valuations are cheap + no more trade uncertainty.

[The Megatrend Investor @MegaTrend_Guy]

@1shankarsharma The problem is "you are assuming for 5 years". It could be 10 or 20 years.