Investor2026

Equity Learner, 50% Long term 50% Momentum

[Investor2026 @MritunjayPao]

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[Saksham Ahuja @WealthLab_]

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[Investor2026 @MritunjayPao]

Useful Info on Himadri Specialilty Chemicals

[Vishan @vishan_29]

Himadri Specialty Chemicals - From Carbon Chemistry Leader to Battery Materials Powerhouse 🔥

FY26 was arguably one of the most transformational years in Himadri's history. While the company delivered record financial performance, the bigger story is that it successfully laid the foundation for becoming a global player in the lithium-ion battery materials ecosystem.

Over the last five years, the company has compounded:
>> Revenue at 14% CAGR
>> EBITDA at 58% CAGR
>> PAT at an exceptional 110% CAGR

🗣️Management Speaks
▪️We committed to double PAT from ₹555 Cr in FY25 to ₹1,100+ Cr by FY28.
▪️FY27, you will see top-line growth also and bottom-line growth also.
▪️Margins achieved are sustainable and expected to strengthen further.

🔶The Battery Materials Journey Has Officially Begun

The biggest milestone came on 23 April 2026, when Himadri commissioned its first Anode Active Material facility at Mahistikry, West Bengal.

▪️Initial capacity: 200 TPA
▪️Entire technology developed in-house
▪️No dependence on licensed technology
▪️Uses Himadri's own high-purity coal tar pitch as precursor
▪️Designed to accelerate customer approvals and commercial validation.

🗣️Management clarified that the 200 TPA plant is not meant for meaningful revenue generation but to prove commercial viability before scaling up aggressively. A larger anode capex announcement is expected soon.

▪️Why Anode Matters
>> Cathode + Anode together account for nearly 65% of battery cell cost
>> Typical consumption ratio is roughly 1:2 (Anode:Cathode)
>> Anode demand remains necessary irrespective of battery chemistry (LFP, NMC, LCO etc.)

🔶Building India's First Global-Scale LFP Platform

The company's LFP Cathode strategy is progressing rapidly:
▪️Phase-1 Plan
>> Total capacity: 40,000 TPA
>> First 2,000 TPA line to start by Q3 FY27
>> Remaining capacity to be commissioned in phases
>> Full Phase-1 expected to be operational by FY29
▪️Total capex: ₹1,125 Cr.

🗣️Management's long-term ambition is even larger:

▪️200,000 TPA LFP capacity
▪️Equivalent to serving nearly 100 GWh battery demand
▪️To be executed in a demand-linked phased manner.

Instead of building the entire 40,000 TPA immediately, Himadri will scale capacity only after customer validations and demand visibility improve.

🔶Global Battery Ecosystem Partnerships Taking Shape

▪️Sicona Battery Technologies
Himadri has secured exclusive rights to commercialize Sicona's proprietary SiCx® Silicon-Carbon Anode technology in India.
Progress:
>> Gen-3 materials demonstrating higher energy density
>> Gen-4 materials showing superior cycle-life performance
>> Pilot expansion targeted by Q2 FY27.

▪️International Battery Company (IBC)
Himadri invested in US-based IBC to:
>> Validate its battery materials in real-world conditions
>> Accelerate commercialization

▪️Invati Creations
Collaboration for:
>> Advanced electrode materials
>> Molecular engineering
>> Battery-related intellectual property development

🔶Carbon Black: World-Class Scale Achieved

FY26 saw commissioning of an additional 70,000 TPA Speciality Carbon Black capacity.

▪️Speciality Carbon Black: 130,000 TPA
▪️Total Carbon Black: 250,000 TPA.

This makes Mahistikry:
▪️ World's largest single-location speciality carbon black plant
▪️ Places Himadri among the Top-5 global players in speciality carbon black

🗣️Management expects:
▪️FY27 utilization of 85-90%
▪️EBITDA per ton materially higher than company average of ₹17,000+/ton.

🔶Coal Tar Pitch Leadership Strengthens Further

Himadri expanded coal tar pitch capacity through debottlenecking:
▪️Capacity increased from 500,000 TPA to 600,000 TPA
▪️Export terminals commissioned at Haldia and Mangalore

🗣️Management expects:
▪️Additional 100,000 TPA capacity
▪️Around 50,000 TPA export volumes by FY28.

Despite Middle East disruptions, management indicated exports are simply being redirected to alternate geographies without material impact.

🔶Birla Tyres Revival Has Started

▪️FY26 marked the first meaningful year after acquisition
▪️Revenue contribution: ₹187 Cr.
▪️Distribution network already expanded to:
>> 43 distributors
>> 1,000+ dealers

🗣️Management expects:
▪️₹3,000 Cr revenue business within 4 years

🔶Bottom Line

FY26 was not just a year of record profits. It was the year Himadri transitioned from being primarily a carbon chemistry and specialty chemicals company into a serious contender in the global battery materials value chain.

👉Follow @vishan_29 for more updates.

🟥Disclaimer: No recommendation. Only for educational purposes.

[Investor2026 @MritunjayPao]

@cadalukaanubhav Yes

[Investor2026 @MritunjayPao]

@cbseindia29 @EduMinOfIndia @PTI_News @PIB_India @PIB_Edu @DDNewslive @dpradhanbjp @airnewsalerts @AkashvaniAIR @sanjayjavin The Answer sheet Verification application portal is not open. How can the application be submitted ?

[Investor2026 @MritunjayPao]

@Manu_Sisti Claude

[Samir Pradhan @SamirPradhann]

🔥Strongest Smallcap Stocks in This Falling Market.

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1. Belrise
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[Investor2026 @MritunjayPao]

@MRCHARTIST @tradingview Trading View #TradingView

[Investor2026 @MritunjayPao]

@InvestwitDinesh Done 👍

[Anirban Manna @AnirbanManna10]

🚨GOVT/FM loves BLACK MONEY 👉

👌Land Bought at 10 L sold at 20 L. Profit is 10 L. On paper the actual profit is shown as 1 L. LTCG Tax = 1*12.5%= 12.5 K

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[Investor2026 @MritunjayPao]

@TradeTeam_ #Budget2026

[Investor2026 @MritunjayPao]

L&T Finance is a leading AAA-rated NBFC backed by L&T with a largely retail-focused loan book and improving asset quality. In recent years it has delivered strong profit growth and better RoE, but now trades at a rich valuation. Key monitorables:- NBFC cyclicality and execution

[Investor2026 @MritunjayPao]

@suryachaudhary1 “EV/premiumisation plays” :-
Sona BLW, Uno Minda, Endurance) “Cyclical/value plays”:- (Ramkrishna, Gabriel, FIEM, Remsons, Lumax)
✅️Sona BLW,
✅️Uno Minda and
✅️Endurance
Can are the strongest structural compounding candidates 👌👌

[Investor2026 @MritunjayPao]

🔌 Siemens Energy India

Newly listed power & grid solutions business.

Strong balance sheet, robust order book & energy-transition tailwinds.

Valuation elevated post listing.

Beneficiary of large grid capex, HVDC & renewable integration.

(NO Recommendations)

[Investor2026 @MritunjayPao]

Four strong companies a thread👇
1 . 🏥 Fortis Healthcare

Pan-India hospital chain with improving occupancy & ARPOB.

Cleaner balance sheet post legacy issues.

Strong PAT growth but moderate long-term sales CAGR.

Valuation on the higher side for a hospital play.

[Investor2026 @MritunjayPao]

📱 Paytm (One 97 Communications)

Payments + merchant + credit distribution ecosystem.

Regulatory overhang easing but still a key risk.

Losses narrowing; core operations turning profitable.

Growth now depends on non-bank partnerships & credit monetisation.

[Investor2026 @MritunjayPao]

Strong Companies:-
Fortis Healthcare
FSN E-Commerce Ventures (Nykaa)
GE Vernova T&D India
Indian Bank
One 97 Communications (Paytm)
Siemens Energy India

[Investor2026 @MritunjayPao]

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