Partho Dhar

[Partho Dhar @ParthoDhar5]

@anupammahor No

[Partho Dhar @ParthoDhar5]

@sriranganek Pls do send . It will good fr gaining knowledge

[alphaaffairsf2f @alphaaffairsf2f]

Amber enterprises
ILJIN Electronics (India) Private Limited (“ILJIN”), a Material Subsidiary of the Company, has on 27 June 2025 entered into a Share Purchase Agreement and Shareholders’ Agreement (“Definitive Agreements”) with Power-One Micro Systems Private Limited

Power-One is a prominent player and offer comprehensive solutions of Battery Energy Storage Systems (BESS), solar inverters, solar power plants, UPS solutions, EV chargers and other products to wide spectrum of customers.

The transaction will enable the Amber group to foray into rapidly growing segment of energy solutions including Solar inverter (on grid, off grid and hybrid), Battery Energy Storage Systems (BESS), UPS, solar power plants and EV chargers and augment the Industrial segment of Electronics Division of the Company. And strong backward integration strength of Amber & IL JIN in sheet metal, plastic injection moulding, Printed circuit boards and Printed circuit board assemblies together with capability of managing high volume assembly of products will support Power one to capture the high growth of its rapidly growing businesses.

#amber
Amber

[FinAspiration @FinAspiration]

👉 Data Center Has Strong sector Tailwind in India & Government is coming out with Favorable policies🇮🇳 ✨

⭐ 5 Companies Which are Actively Undertaking crucial Data center projects & chart set up of each company✨

👉 A detailed Thread 🧵👇

#StockMarket #stockmarketsindia #investing #investments #DataCenter #DataDriven #datacenters

[Economic Times @EconomicTimes]

#Mankind: How #Meerut #brothers built #India's 4th largest #pharma firm

https://t.co/R7toS2BRUW

[Parth Goyal @StocksRoyale1]

Some data center stocks:

• Atishay
• Anant Raj
• Netweb
• Black Box
• ADC Communications
• Techno Electric
• AurionPro
• Bluestar

Want to add others?

👇👇

[Investing Accelerator Summit 🚀 @ias_summit]

So here is another excellent idea by one of our speaker Vivek Masrani on Privi Specialty Chemical @MashraniVivek

- Market size of flavor and fragrance is estimated at ISD 30.61 billion in 2023. This market is concentrated with key players holding major positions.
- Key growth drivers are increasing demand for personal care and cosmetics products with addition of food and beverages etc
- Very few companies have been able to garner a dominant market share in the aroma chemical industry
- The value chain gets more consolidated as we move downstream. Privi has a presence in building blocks and aroma chemicals.
- Privi is the market leader of many chemicals in Flavor and Fragrance globally.
- Post-CST expansion led the company to a different level of growth
- Waste to wealth story - Privi has USFDA approved plant to manufacture Pharma grade camphor
- Destocking issue was something that went wrong
- What is changing now? Now privi is going into higher value-added product
- They are also doing a JV with Givaudan one of the largest players in the world
- Also there are new products in the pipeline and in the next 3 years, it will be seen that new products will be added.
#IAS2024 #privi

[Investing Accelerator Summit 🚀 @ias_summit]

Here's another great speaker Anuj Jain - he shared the business idea that is DCX Systems. @anuj9183

Here are key learnings from his presentation
1. The cheapest private defense company in terms of relative valuation
2. ⁠They are into electrical components, PCB assembly, wires, and cable harnesses. They are also into system integration.
3. ⁠The manufacturing facility is located in SEZ with advanced and modern manufacturing facilities.
4. Promoters have good experience.
5. Recent order wins are around 1862 crore.
6. ⁠long term nature of products Quarters are lumpy; hence, it is very hard to track quarters on quarters.
7. Related party transactions, as a percentage of sales, are high.
8. Start product - the obstacle of detection systems for domestic and global railways
#IAS2024

[Beat The Street @BeatTheStreet10]

Investors lost almost 99% of their wealth in BCG and Varanium. So some thoughts on mistakes...!

Investing Lessons from Fraud at Brightcom & Varanium Cloud

1. Caution on small companies making big promises on hot new biz (AI, ML etc) where they don't have experience and resources.

2. Stocks are discussed too much on social media by a particular set of people might have an interest in the stock that's why you are seeing one-sided updates (only positive) of the company

3. Don't just buy because some big investor has bought (his/ her allocation could be less than 1% and your allocation going beyond 40% -60% is scary). They can also go wrong.

4. Low PE does not mean its undervalued.

5. Doing biz or most biz via foreign subsidiaries is the big problem. BCG have zero focus on India but for its peers India is big market. How can media tech company India could not be big market?? does not make sense

6. Don't fall for it just because Index Funds are buying.

7. Don't believe blindly what everything management is saying. BCG lied about its management in Investor PPt itself.

8. Try to connect dots.. if so many negatives or fishy things better to avoid them.

9. Don't catch falling knife

10. Explosive Growth in P&L without underlying growth in Cash Flows and BS is another disaster.

11. Frequent resignations in KMPs and Auditors is another recipe for disaster.

12. Selling visions and guidance via press releases does not give confidence.

13. Signing MoUs, and deals with unknown companies might be fancy but just on paper.

14. Promoters are selling, just accept it. Don't try to neglect other stories like fundraising ki vajah se holding kam hua ya SHP mai error hai.

15. Background of KMPs if looks fishy avoid it.

16. The degree and the impact of governance issues needs to be check on overall business and fundamentals. Can ignore if small ...

17. Rise of retail participation in a stock could be another sign of storified stock

18. Asset Allocation is very important, don't buy the multi-bagger stocks on day 1. Mutlibagger Stocks takes years to create Multibagger Wealth...

Kindly maximise the reach of this tweet to save investors ....!

Remember two golden rules

A. Capital Protection is much more important than Capital Appreciation
B. Read Business, Not Stock Prices

[Avinash Gorakshakar @AvinashGoraksha]

Congrats and best wishes udayant

[Exencial Research Partners @exencial_RP]

RailTel gears up for Kavach tenders; eyes partnerships to boost revenue.

[Partho Dhar @ParthoDhar5]

@exencial_RP Techno electric has signed agreement with Rail Tel fr 102 Data centre to br completed in 5 yrs . Kavach 4 this company will also stand to benefit.

[Sharad Dubey @Sharad9Dubey]

Animal Theme Focus-PET CARE BUSINESS

GCPL enters petcare business-To invest Rs 500cr

Cosmo First-Petcare business in NCR (<10% revenue)

NGL Fine Chem, Sequent Scientific (Animal API) Syngene (Zota), Hester Bio-Animal Related Medicine

Nestle acquired Purina

[Smart Sync Investment Advisory Services @SmartSyncServ]

5 Min Stock Idea

RASHI PERIPHERALS LTD

Our team puts in a lot of effort to read ARs, ppts, concall transcripts & credit rating reports to write a 1-page crisp report for our community.

If you find value, "Repost" to help us educate & reach out to max investors.🙏

[Gurmeet Chadha @connectgurmeet]

Some defence stocks are now attractive if u take 2047 earnings :)

[Partho Dhar @ParthoDhar5]

@connectgurmeet Saahi paakre hai Sir . Lol 😂😅😂😂

[Exencial Research Partners @exencial_RP]

IIFL || KIMS

FY25 growth to bounce back given healthy outlook

➔We hosted Dr. Abhinay Bollineni, KIMS’ CEO for a NDR in Singapore.

➔While FY24 was a muted year with Ebitda growth of only 7% owing to one-off costs in Telangana (TG) cluster, mgmt has guided for a consistent 15-20% Ebitda growth over the medium-term, with FY25 growth likely to be higher (IIFLe 23% growth) given the easy base of last year.

➔TG/AP hospitals will likely see 10-12% Ebitda growth over the next 5-7 years driven by addition of 1,000 brownfield beds in core markets by FY27 and ramp-up in specialties like Oncology/M&C care.

➔KIMS also remains on track to add 1,300-1,400 beds in new markets of Nashik, Thane and Bangalore by 1QFY26 and mgmt expects to achieve Ebitda break-even for these new hospitals in 12-18 months given KIMS’ strong ability to attract doctor talent through equity partnership with local doctors in these markets.

➔With the stock trading at ~19x FY26 EV/Ebitda (ex-MI) and likely 23% Ebitda Cagr over the next 3 years, KIMS remains our top-pick (TP Rs2,350; 24% upside) in the Hospital sector followed by Apollo.

#IIFL #KIMS #Nifty50 #nseindia #bseindia #Revenue #EBITDA #profitability #Margins #Healthcare

[Anshuman Sail Nehru @AnshumanSail]

Breaking

Narendra Modi's third term begins with whitewashing corruption from Day 1

NDA ally Praful Patel gets relief in Money laundering case. ED's actions against him have been declared illegal. Assets worth Rs 180 crores have been cleared. Flats attached by ED now released.

This is just the trailer and corruption cases will be closed by Modi like this.

[Ritesh Jain @riteshmjn]

Vietnam is a poster boy of low end manufacturing but now they are running into a peculiar problem.

Now Apple has embarked upon ambitious plan to make IPhones in India .. which requires lot of electricity on top of demand during heatwaves.

Massive amount of data is now getting generated but where is the electricity to run data centres

AI search require 25 times more computing power than normal Google search and we are building more complex AI systems… but where is the electricity to run that computation.

The most precious commodity on earth after air and water would be electricity … hence massive amount of capital will be invested in Electrification

Electrification will also decide whether a poor country will become rich or a rich country will become poor.

I continue to believe that electrification is the biggest macro theme of the decade .. we are just getting started.

@NRIZENOnline
@PineTreeMacro

https://t.co/25wPoLiptv

[Partho Dhar @ParthoDhar5]

@HorizonLtd2 KKR .