Sahil sheikh 🇮🇳

Introduce yourself and add some personality.!

I always write the truth✍️ | Respect All Religion

[Raghav Wadhwa @raghavwadhwa]

Precision Engineering: India's $11.6 Bn Manufacturing Opportunity!

The global market is projected to grow from $269 bn in 2024 to $395 bn by 2028.

India's market could grow from $6.5 bn in FY24 to $11.6 bn by FY29.

Which listed Indian companies could benefit? 🧵👇

[Sunil Gurjar, CFTe @sunilgurjar01]

12 Businesses with the Highest Failure Rates :

1. Trading (98%)

2. Hotels (90%)

3. Gyms (81%)

4. Restaurants (80%)

5. Construction (70%)

6. Ecomm…

[Mаղʝմռα𝗍𝗁 Տ @ChikouTrader]

🔥 5 BREAKOUT STOCKS LIST is READY!

🔎 Screened by the Multibagger Finder Screener from across the NSE universe.

🚀 These stocks can potentially give 10–20% in the next few weeks.

📈 These charts are about to explode.

I’m dropping the FULL LIST tomorrow.

Just pure breakout setups. No noise.

👇 Comment “YES” if you want the list.

#StockMarketIndia #BreakoutStocks #NSE #MultibaggerFinder

SEBI UnRegistered, DYOR, refer Bio for Disclaimer.

[Rishikesh Singh @Rishikesh_ADX]

Want to build real wealth...???
Stop thinking short-term.

Think minimum 5+ years or more, not 5+ months. Let patience, discipline, and compounding do the heavy lifting. 📈

A stock can test your patience for 2-3 years… and reward it in 1 years...🚀

[Sunil Gurjar, CFTe @sunilgurjar01]

Vijay Kedia Portfolio — Stocks Down From ATH

PATELENG — 96.48% 🔻
VAIBHAVGBL — 81.10% 🔻
AFFORDABLE — 80.00% 🔻
SPMLINFRA — 74.35% 🔻
PRECAM — 71.20% 🔻
OMINFRAL — 69.82% 🔻
REPRO — 69.75% 🔻
WEBELSOLAR — 64.40% 🔻
GLOBALVECT — 64.12% 🔻
INNOVATORS — 63.67% 🔻
MHRIL — 62.95% 🔻
SIYSIL — 54.26% 🔻
TAC — 53.33% 🔻
ATULAUTO — 51.38% 🔻
ELECON — 43.76% 🔻
TECHD — 38.03% 🔻
EIMCOELECO — 35.92% 🔻
SUDARSCHEM — 26.55% 🔻
ADVAIT — 24.64% 🔻
YATHARTH — 14.29% 🔻
EXATO — 13.94% 🔻
NEULANDLAB — 13.26% 🔻
MAHALIFE — 11.23% 🔻

[Kaushik | Sebi Regd RA @me__kaushik]

📉 Study These Stocks to Add on Dips

⚡ AI & Data Centre

STLTECH | HFCL | E2E | BlackBox | Aeroflex

🛡️ Defence & Aerospace

Apollo Micro Systems | MTAR Technologies | Marine Electricals | Azad Engineering | Unimech Aerospace

⚡ Power & Electricals

TD Power Systems

💊 Pharma

Morepen | Shilpa Medicare | Gland Pharma | Marksans Pharma | IOLCP | KPL | Wockhardt

🧪 Chemicals

FCL | JG Chemicals | Stallion India Fluorochemicals | Balaji Amines

🏭 EMS & Manufacturing

Syrma SGS | EBGNG | Avalon Technologies | Cyient DLM

💎 Jewellery

Sky Gold | BlueStone | PC Jeweller

📊 Exchange & Market Infrastructure

BSE | MCX

❤️ Consumer & Healthcare

Cupid

Disclaimer: not any buy/sell recommendations.

[Sahil sheikh 🇮🇳 @Sahilsheikh0101]

@anupammahor Jyoti CNC is understandable but why are you adding emudhra ??

[Sahil sheikh 🇮🇳 @Sahilsheikh0101]

@JoshiEien Cohance toh ek deep range me fsa hua hai fundamentally v week rha pichle 2Quater.
Ab nxt dekhna hai kya kerta hai mujhe management pr bht trust h Cohance ke..

[ARGHYADIP CHOWDHURY @Arghyadip99]

Sakar Healthcare

Next growth leg depends on converting oncology approvals into commercial sales. 🧬📈

The capacity is already built. Exports and utilisation are the triggers to track.

Management targets:
• Oncology revenue of ~₹200 cr in FY27 and ₹280–300 cr in FY28
• FY27 oncology exports of ₹60–70 cr
• EBITDA margins moving above 30%, with ~35%+ potential for selected API-integrated products

Latest trigger: 14 new oncology approvals / authorisations across the EU, UK and Canada .

Management believes Bavla can support ₹800–1,000 cr revenue at optimal utilisation over 4–5 years without major incremental capex. 🏭

My monitorables: export shipments, repeat orders, utilisation, margins and collections.👀

[TheAlpha10X @TheAlpha10X]

Focus on 4 Stocks 🔥

Himadri Speciality Chemical
Neogen Chemicals
Advait Energy Transitions
Oriana Power

[Anupam Mahor @anupammahor]

Adding my tranches in eMudhra.
Perks of having cash

[Nirav S. Karia @caniravkaria]

Great Indian Sale start from Today till Nifty touch 22070 level

Enjoy your favourite one coming to your GTT / Trigger level

[VALUEPICKER @RupakRoyC]

Black Box Ltd | An Interesting Development in the US Data Centre Market

On 12 August 2026, Black Box announced a Rs 1,240 Cr order from a NEW Tier-1 US hyperscaler, to be executed over approx. 3 years.

But the bigger story is not just the order value.

A new marquee customer = Entry into a potentially much larger opportunity.

Hyperscaler relationships are difficult to establish. Successful execution of the first project can potentially open doors for repeat orders and larger engagements.

What's interesting?

1. New global Tier-1 hyperscaler added to its customer portfolio.
2. Large-scale data centre infrastructure execution capability demonstrated.
3. Potential for further expansion beyond the initial contract.

The real inflection point to track: Can Black Box convert this initial order into a long-term hyperscaler relationship?

Order wins create visibility. Execution, margins and repeat business create shareholder value.

#BlackBox #DataCentre #IndianEquities

[Raghav Wadhwa @raghavwadhwa]

India’s Shipbuilding Manufacturing Value Chain

India is preparing for one of its largest shipbuilding expansions in decades.

But the opportunity goes far beyond the shipyards.
Steel & Hull → Engines → Electricals → Radar → Weapons → Shipbuilding → Repair

Listed Indian companies are already present across almost every layer.

Here’s who makes what inside a ship 🧵👇https://t.co/EkveXHoxhB

[Satpal Singh @vsvicky_]

One stock has turned into a painful wealth destroyer for all three big institutional investors

Nalanda Capital: ₹221 Cr
Malabar Fund: ₹182 Cr
Vijay Kedia: ₹68 Cr

Yet the stock is down 81% from it's ATHs

Can you guess the stock? 

[CA Sai Varun @SaiVaru48492050]

Buy on Dips Stocks

Invested & Biased.

Some more stocks on my radar for buying on dips:

• Kanohar Electricals
• Q Power
• Morepen Laboratories
• Rentomojo
• Anlon Healthcare

My Money. My Decision.

[RedboxGlobal India @REDBOXINDIA]

KANOHAR ELECTRICALS: CO. TARGETS APPROXIMATELY INR950 CRORES IN REVENUE FOR FY '27, WITH AN EBITDA MARGIN PROFILE BROADLY SIMILAR TO FY '26. || GROWTH IN FY '27 WILL BE DRIVEN BY INCREASED MANUFACTURING VOLUMES AND AN IMPROVED PRODUCT MIX, PARTICULARLY FROM THE 400 KV SEGMENT

[Investor Yash @investwithyash_]

Loaded Vinyas innovative technologies in core long term portfolio @1425

[Mithun Sarkar @MithunSarkari]

Tempsens Instruments: Lets understand

Biz Model :
Tempsens is a specialised industrial “thermal solutions” company that helps factories measure temperature, generate heat and safely connect/control these systems.

It makes these products to the customer's exact application rather than selling commodity products.

Think of a large steel plant, refinery, glass plant, power plant, chemical plant or furnace.
These plants have one basic problem:
They need to know how hot something is, they need to heat certain processes, and they need reliable cables to connect everything.

Tempsens provides all three.

The business has 3 main verticals

A. Temperature Sensing — ~45% of FY26 revenue
This is the largest biz.
It makes products such as:
Thermocouples
RTDs
Infrared pyrometers
Online thermal imaging systems

Simply put:
“How hot is it?” → Tempsens measures it.
For example, a furnace may need to operate at 1,000°C. The temperature sensor continuously tells the control system what temperature the furnace is actually operating at.

This is critical because the wrong temperature can affect product quality, efficiency and safety.

B. Specialized Cables — ~35%
These are not normal electrical cables.
They are designed to work in:
Very high temperatures
Hazardous environments
Industrial furnaces
Refineries
Power plants
Chemical plants
Products include high-temperature instrumentation/control cables, LV power cables, mineral-insulated cables and nickel-alloy conductors.

Think:
“How do I reliably carry the signal/electricity through a very hot or dangerous environment?”
→ Tempsens provides the cable.

C. Electrical Heating Solutions — ~20%

This is the “generate the heat” business.
It makes:
Process heaters
Component heaters
Laboratory/process furnaces
Custom-built furnaces
Medium-voltage heaters

So:
Temperature sensing = measure the heat
Electrical heating = create the heat
Specialized cables = connect the system

Summary:
A simple way to understand the business 👇
Most industrial processes need 3 things:
Measure heat → Generate heat → Connect the system
That is exactly where Tempsens operates.
🌡️ Temperature Sensing
Thermocouples, RTDs, pyrometers, thermal imagers etc.
🔥 Electrical Heating
Process heaters, furnaces and component heating solutions.
🔌 Specialised Cables
High-temperature, hazardous-environment cables and conductors.
Together, management calls this the “thermal loop.”💡

The interesting part?
A customer buying a sensor can also buy its cables, heaters and monitoring solutions.
FY26 cross-selling revenue: ~267 Cr / ~60% of revenue.

And this is not a commodity biz.
Products are often customised, require certifications, testing and lengthy customer approvals.
Tempsens has 3,800+ customers, 80+ export countries and its top 20 customers have an average relationship of ~10 years.

Why could the story get interesting?
1. OEM opportunity
Increasing focus on OEMs in fuel cells, automotive, plastics, CVD equipment & life sciences can bring higher volume and visibility.

2. New products
Medium-voltage heaters, cable harnesses, next-generation pyrometers and other specialised products.

3. Electrification of industrial heat
Shift from fuel-fired → electrical heating could create a new opportunity for its heating business.

4. Global expansion
Exports grew at ~46% CAGR FY24–26, with expansion across Europe, Middle East, Asia and the Americas.

5. Capacity expansion
Multiple new facilities are being commissioned across sensing, heating and specialised cables.

6. MRO / replacement business
~32% of FY26 revenue came from MRO, providing a recurring/replacement component alongside projects and OEMs.

The bigger picture:💡
Tempsens is trying to move from being a temperature-sensor manufacturer to becoming a one-stop thermal engineering solutions company.
👉
Measure → Heat → Connect → Cross-sell → Replace → Repeat.

That is the business model worth tracking.

No Recommendations.

[Swing Trader Rishabh @stocksbyrishabh]

🚨 WIND ENERGY SECTOR BREAKDOWN

Suzlon Energy & Inox Wind — both in serious trouble.

Both stocks have badly hurt Retail Investors and Mutual Funds.

Suzlon has decisively broken the ₹39 and is now near fresh 52-week low.

The wind energy sector is clearly under pressure. ⚠️