db

[Gautam Baid @Gautam__Baid]

Innovator CDMO - one of the sectoral leaders of the new SMID bull market in India.

https://t.co/89npicpRAI

https://t.co/PJGJ1srtaL

https://t.co/MogXC275C4

[Tijori @Tijori1]

Semiconductors seem to be the next big industry for India. Here are a list of chemical companies who are actually serious about this sector

[Financial Express @FinancialXpress]

Hosur plant will set the stage for Aequs 2.0: Aequs CEO https://t.co/29ngvYohUU

[Antifragile Thinking @unseenvalue]

The Dopamine Trap: A 13-Step Masterclass in Better Decisions Under Uncertainty

Laurus Labs
Sansera Engg
Syngene
Cohance Life
Grindwell Norton
A couple of nano/microcaps

Read the disclaimer attached below. No advice.

https://t.co/TFxbVoMwam

[Sharad Dubey @Sharad9Dubey]

Where's The Alpha?

Genesys, MapMyIndia, Ceinsys Tech-Govt plans ₹10,000-crore push to modernise India’s weather forecasting

Solar Industries, Kalyani Forge, Drone Stocks, Defense exporters-Europe tensions rise

GNFC, Deepak Fertilizers-Saudi Aramco has cut term crude to India

Steel Pipe Exporters, L&T, KEC International-Welspun Corp-Aramco order announcement

Adani Group, Pharma-Technical strength strong

HEG Advanced Materials, Tega Industries, Refex, RVNL, Knowledge Marine-Order win

Avalon Tech, Pinelabs, SJS Enterprises, SKF-Vanguard buy

Entero Healthcare Solutions-HDFC MF buy

La Opala RG, GNG Electronics-Promoter buying

Embassy Developments: Board approves raising up to Rs160 crore via NCDs

Concord Biotech-BM for bonus issue on Sept 23

Advait Energy Transitions-Agreement with Hithium for lithium iron phosphate cells

Stallion India Fluorochemicals-Entry into the semiconductor and specialty gases segment

Jaiprakash Power Ventures:-NARCL settlement

[Sharad Dubey @Sharad9Dubey]

Welspun Corp
East Pipes Integrated signs contract with Aramco
East Pipes Is An Associate Co
East Pipes-Aramco pact worth Rs 2,000 cr
East Pipes to manufacture and supply steel Pipes to Aramco
Duration of the contract to be 6 months

[microcap investors @ShridhantS]

Later & Sooner, i have Topped up in These company

part of conctrateted portfolio

🤞 KMEW .

Reason 📊;- Company Increased product portfolio

-🤞Quality power

Reasons 📊- Huge tailwind.

-🤞Acutaas chemical.

Reason 📊:- New tailwind for battery chemicals & Semiconductor chemical

-🤞Marine electric .

Reason 📊- New orders from DATA center

- 🤞HSCL .

Reason 📊- Battery chemicals .

-🤞Axiscade technology/ Sigma advance technology

Reason 📊- I have invested in both company.

-🤞 Shree refrigeration

- 🤞 Pondy oxide chemicals limited

[kumar saurabh @suru27]

#ACE From AGM communication

[R'izwan | Capital Edge @Riz_Capitaledge]

🇮🇳 INDIA’S CDMO/CRDMO OPPORTUNITY IS GETTING BIGGER 💊

Global pharma outsourcing continues to shift toward India, and CDMO/CRDMO could remain one of the most interesting structural themes over the next few years.

10 names on my radar 👇

🔹 Divi’s Laboratories — Custom synthesis giant
🔹 Laurus Labs — Rapidly expanding CDMO business
🔹 Sai Life Sciences — Pure-play CRDMO
🔹 Anthem Biosciences — Advanced modalities & high-value chemistry
🔹 Neuland Laboratories — Complex APIs & custom manufacturing
🔹 Shilpa Medicare — Biologics + CDMO opportunity
🔹 Hikal — Established pharma CDMO/complex chemistry
🔹 Akums Drugs — Large-scale contract manufacturing
🔹 Granules India — Emerging peptide CDMO optionality
🔹 Jubilant Pharmova — Sterile injectables/CDMO expansion

The interesting part isn't just outsourcing anymore. Complex chemistry, peptides, biologics, ADCs and advanced modalities are where the value is moving.

India could be building a serious global pharma manufacturing ecosystem. 👀

#CDMO #CRDMO #Pharma #DivisLabs #LaurusLabs #SaiLifeSciences #AnthemBiosciences #NeulandLabs #ShilpaMedicare #Hikal #AkumsDrugs #GranulesIndia #JubilantPharmova #IndianStocks

[ishmohit @ishmohit1]

How the journey starts ✅

Huge opportunities today in India today in:

Semicon
Defence
Ems
Precision engineering etc.

New winners

[Intrinsic Compounding @soicfinance]

Strongest themes in the market today:

1. CNC Machines
2. Copper wires
3. Paper
4. Water sector showing signs of revival
5. New age Platforms
6. EMS businesses
7. Dyes and Pigments
8. Chemicals
9. Steel tubes

[db @Popular_Deepak]

@REDBOXINDIA @grok bhai batao India main kon se sectors par asar ayega

[Sumit Mehrotra @SumitResearch]

बड़े निवेशक ख़रीदे Microcap ?

[Suresh K @SureshKBN]

Massive Capex Boom in This Industry! https://t.co/zafWLvVgMB

[Sekhar @LearningEleven]

Laurus Labs- Latest presentation is an absolute stunner!

Top notch integrated pharma platform in making - Sky is the limit!

[Antifragile Thinking @unseenvalue]

Faith starts the journey. Patience keeps you alive. Evidence decides whether you deserve to continue.

Sai Life was the first post I created for Antifragile Thinking, back in December 2024.

[SABARI SECURITIES @sabarisec]

Small cap stocks - Adding the following stocks to the attached portfolio

#smallcap #sabarisec

1. Glasswall
2. TD power systems
3. Deepa jewelers
4. Lumino industries

Study the business !!!

[Tijori @Tijori1]

Inconel is a superalloy that gets stronger, not weaker, as it heats up vs steel and aluminium. This is why it's used for jet turbine blades, rocket engine nozzles, and missile components.

The same property makes it very hard to work with. It hardens the instant a tool cuts it, so tools wear out in minutes, while the metal is so expensive that every scrapped part is a real loss.

Here is a list of companies which work heavily with Inconel

[StockScans By SOIC @stockscansin]

Tempsens Instruments - Q1FY27 Concall Insights & key metrics to track.

Disc: Not a Buy/Sell Recommendation.
#readingcommunity

[db @Popular_Deepak]

@REDBOXINDIA What will be the impact @grok