Venkatesh Parik

Proud इंडियन 🇮🇳. Pharma Regulatory professional. Lifelong optimist & Learner.

[Ajay Joshi Chemicals @JoshiEien]

Semiconductor Chemicals: which companies are gearing up and for which market?

India has no working chip fab yet. But 5 Indian companies are already in the chip supply chain.

Chemicals export: Aether, Anupam Rasayan, Acutaas

Gases build in India for India: Linde India, Airlife Gases

Molecules travel, gases do not.

Details below.

[Investors Compass @selvaprathee]

𝗜𝗻𝗱𝗶𝗮’𝘀 𝗔𝗜 𝗘𝗻𝗮𝗯𝗹𝗲𝗿𝘀 | 𝗚𝗼𝗹𝗱𝗺𝗮𝗻 𝗦𝗮𝗰𝗵𝘀 𝗥𝗲𝗽𝗼𝗿𝘁

GS started with 𝟭,𝟴𝟬𝟬 𝗹𝗶𝘀𝘁𝗲𝗱 𝗜𝗻𝗱𝗶𝗮𝗻 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 and screened them on 𝘀𝗶𝘇𝗲 & 𝗹𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆, 𝗴𝗿𝗼𝘄𝘁𝗵, 𝗰𝗮𝗽𝗲𝘅 & 𝗥&𝗗, followed by AI-related management commentary/news flow.

𝟭,𝟴𝟬𝟬 → 𝟱𝟬𝟬 → 𝟰𝟲𝟬 → 𝟳𝟬 → 𝟰𝟮

▪️ 1,800 listed companies
▪️ 500 passed size & liquidity filters
▪️ 460 passed growth/investment filters
▪️ 70 identified through AI-related news/management discussions
▪️ 𝟰𝟮 𝗳𝗶𝗻𝗮𝗹 𝗔𝗜 𝗘𝗻𝗮𝗯𝗹𝗲𝗿𝘀 after cross-validation

These 42 have visible 𝗿𝗲𝘃𝗲𝗻𝘂𝗲, 𝗼𝗿𝗱𝗲𝗿 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲𝘀, 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗰𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁𝘀 𝗼𝗿 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 across AI infrastructure.

The opportunity sits across 𝟯 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗹𝗮𝘆𝗲𝗿𝘀:
▪️ 𝗣𝗼𝘄𝗲𝗿 - Generation, Transmission, Equipment
▪️ 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀 - Developers, Operators, Hardware
▪️ 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 - OSAT, Materials, Hardware

- While 𝗡𝗶𝗳𝘁𝘆 𝗳𝗲𝗹𝗹 𝟭𝟮% 𝗶𝗻 𝟮𝟬𝟮𝟲, this basket gained around 𝟲𝟬%.
- But this is where it gets interesting.

𝗧𝗵𝗶𝘀 𝘄𝗮𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗮 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗿𝗲-𝗿𝗮𝘁𝗶𝗻𝗴.

Since 2025, the basket returned +𝟱𝟯%:
→ +𝟲𝟱𝗽𝗽 𝗳𝗿𝗼𝗺 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗴𝗿𝗼𝘄𝘁𝗵
→ −𝟭𝟮𝗽𝗽 𝗳𝗿𝗼𝗺 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗰𝗼𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻

𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀, 𝗻𝗼𝘁 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻, 𝗱𝗶𝗱 𝘁𝗵𝗲 𝗵𝗲𝗮𝘃𝘆 𝗹𝗶𝗳𝘁𝗶𝗻𝗴.

- And the earnings cycle is still moving.
- Consensus expects AI Enabler earnings growth of 𝟱𝟯% / 𝟯𝟵% / 𝟮𝟵% 𝗶𝗻 𝟮𝟬𝟮𝟲𝗘 / 𝟮𝟬𝟮𝟳𝗘 / 𝟮𝟬𝟮𝟴𝗘.

CY27 earnings revisions tell the same story:
- 𝗔𝗜 𝗘𝗻𝗮𝗯𝗹𝗲𝗿𝘀: +𝟮𝟮%
- 𝗡𝗶𝗳𝘁𝘆 𝟱𝟬𝟬: -𝟮%
- 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲: +𝟵𝟱%
That connects the dots.

𝗕𝗲𝗳𝗼𝗿𝗲 𝗔𝗜 𝘀𝗰𝗮𝗹𝗲𝘀, 𝘁𝗵𝗲 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝘂𝗻𝗱𝗲𝗿𝗻𝗲𝗮𝘁𝗵 𝗶𝘁 𝗵𝗮𝘀 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲 𝗳𝗶𝗿𝘀𝘁.

𝗧𝗵𝗲 𝟰𝟮 𝗔𝗜 𝗘𝗻𝗮𝗯𝗹𝗲𝗿𝘀

𝗣𝗼𝘄𝗲𝗿
1. Adani Green Energy
2. Tata Power
3. NTPC Green Energy
4. ACME Solar Holdings
5. CleanMax Enviro Energy
6. Power Grid Corp
7. Adani Energy Solutions
8. KEC International
9. ABB India
10. Cummins India
11. Siemens
12. Hitachi Energy India
13. GE Vernova T&D India
14. APAR Industries
15. Kirloskar Oil Engines
16. Schneider Electric Infrastructure
17. TD Power Systems
18. MTAR Technologies
19. Diamond Power Infrastructure
20. Waaree Renewable Technologies

𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀
21. Gujarat Fluorochemicals
22. Navin Fluorine
23. Himadri Speciality Chemical
24. Netweb Technologies
25. CG Power
26. Waaree Energies
27. Sansera Engineering
28. Kaynes Technology
29. Paras Defence

𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀
30. Polycab India
31. KEI Industries
32. Sterlite Technologies
33. HFCL
34. Blue Star
35. Craftsman Automation
36. Syrma SGS Technology
37. Reliance Industries
38. Bharti Airtel
39. Larsen & Toubro
40. Adani Enterprises
41. Anant Raj
42. Brigade Enterprises

Source : Goldman Sachs
No Buy/Sell Recommendation
#StocksInFocus #StocksToWatch

[LNPR Capital @LnprCapital]

🇮🇳 India’s Precision Engineering Theme Is Scaling Up

India’s aerospace, defence and high-tech manufacturing ecosystem is moving toward higher value precision engineering, creating opportunities across machining, castings, aerostructures, CNC systems& specialised components.

10 listed names to track:

Azad Engineering
MTAR Technologies
Sansera Engineering
PTC Industries
Dynamatic Technologies
Raymond
Jyoti CNC Automation
Unimech Aerospace
Rossell Techsys
OBSC Perfection

The common thread is precision manufacturing + aerospace/defence exposure + increasing order visibility.

But order books alone don’t make an investment thesis. Investors should also track execution, margins, capacity expansion, customer concentration, cash flows and valuation.

For educational purposes only. Not a buy/sell recommendation.

#LNPRCapital #PrecisionEngineering #Aerospace #DefenceStocks #SmallCaps #Manufacturing #IndiaGrowth

[Kushal Lodha @kushallodha548]

Why FIIs sold India 🇮🇳 in last 2 years?

Christopher Wood, Global Head of Equity Strategy at Jefferies explains :

"30% of the MSCI Emerging Markets Index is concentrated in just 3 companies: TSMC, Samsung Electronics, and Hynix."

"Samsung Electronics and Hynix alone are expected to generate 3 times the profits of entire Nifty 50 combined."

"This is a key reason why foreign investors have been net sellers in India over the last 2 years.”

“It's not necessarily a negative view on India; rather, global capital has been chasing the semiconductor and AI opportunity, particularly in Taiwan and South Korea."

[Rishi Bagree @rishibagree]

Indian Army Soldiers praising BRO & the Indian Govt for making an excellent road network in Ladakh along the LAC.

This is the power of your one right vote.

[Boiled Anda @AmitLeliSlayer]

Hîndûs save, Mu$Iims kill

- Donald Trump

[Kiran Rajput @_KiranRajput]

ACE Management targets ₹6,000–7,000 cr in revenue by FY29–30, roughly double current levels, which implies about 20–23% CAGR.
"Lets see how the stock price moves"
Disc: Invested at 800+ levels.
The main drivers are:

[Samir Pradhan @SamirPradhann]

BESS: Value Chain Stocks List.

Bookmark it 🔖

[Benjamin Netanyahu - בנימין נתניהו @netanyahu]

My salute to the Indian pilot Captain Smit Machchhar for his extraordinary bravery.

Despite being stabbed and seriously injured, he fought back, resisted, opened the cockpit door, and enabled passengers and crew to overpower the attacker — preventing a catastrophic mid-air disaster.

He saved the lives of 174 people, including Israeli citizens and other nationals.

I wish Captain Machchhar a speedy and full recovery.

He is a true hero.

[Kiran Rajput @_KiranRajput]

With extreme fear in stock market right now, it’s the perfect time to lock yourself in a room for an hour & listen to Chander Bhatia.
Bringing this back to your timeline because the lessons are timeless. In this session, he details his 100-bagger journey, past mistakes, and how to survive major drawdowns without panicking.
He breaks down the immense patience required to hold 100 bagger winners like KPR Mills & his framework for filtering out market noise.
A must-watch for anyone on the path to Financial Freedom!
Enjoy,

[Rohan Tantia @RohanTResearch]

Optoelectronics is much bigger than optical fibre.

👉 The stack runs from:
→ Semiconductor materials & substrates
→ Lasers / LEDs / VCSELs
→ Photodiodes & optical detectors
→ Lenses, filters & optical components
→ Optical packaging
→ Transceivers & modules
→ Fibre & optical networking
→ Electro-optical systems

Here’s the Indian listed universe maps across it 👇

[microcap investors @ShridhantS]

Big boost for BESS & Transmission sector 🔥🔥🔥

Cabinet approves Green Energy Corridor Phase-III
Under this 135GW of Intra state transmission system along with 50GWh of BESS Storage will be deployed by 2033 with total Outlay of Rs.1,86,405 crs

Focused "power equipment & BESS"

#BESS #Transmission #Power

[Tejaswi | AI Industrial Shift 🇮🇳 @TejaswiPalam]

If you had to pick ONE precision engineering company for next 3-5 yr: Which one? 👇

MTAR
PTC
Azad
Unimech

Aequs
Sansera
Dynamatic
Rossell Techsys
Taneja Aerospace
Gala Precision
Indo-MIM
Ratnaveer Precision

[Tejaswi | AI Industrial Shift 🇮🇳 @TejaswiPalam]

Azad Engineering Up 5% 🚀

After Goldman Sachs: BUY
Target: ₹3,315

Azad is adding dedicated facilities for GE Vernova’s gas turbine programs

[THE DARK CHART @Thedarkchart01]

🚨BIG FALL . CONTINUE 📢

I WILL ADD THESE STOCK AT GIVEN LEVEL

Bookmarks this post 👇

👉GROWW :- 165-170
👉MCX :-2700-2750
👉BSE :-2750-2775
👉ARSSBL :-460-470
👉KRN HEAT:-780-785
👉ANGEL :-240-245
👉ITC :-245-250
👉APAR IND :-12500-12600
👉TMPV-240-250
👉MUFIN-100-105
👉BHARTIARTL-1575-1590
👉CDSL -1140-1150
👉FCL :-40-42
TELL ME YOURS STOCK 👇

#FALL #CRASH #DOWN
#crash #SMALCAP #LARGECAP #POST #SENSEX #NEWS

[Sofia khatun @sofia3973]

TAX LOOPHOLES THAT FEEL ILLEGAL, BUT ARE 100% LEGAL

1. RENT YOUR HOME TO YOUR OWN BUSINESS

[Rohan Tantia @RohanTResearch]

India's next big manufacturing opportunity may be batteries - but BESS is much better

👉 Most people see BESS as:
→ Battery
→ Container
→ Inverter

👉 But the real opportunity is a much larger ecosystem: Raw materials → Cells → BMS → PCS → Cooling → Transformer → Switchgear → EMS → Grid

Here’s the Indian listed BESS value chain 👇
@DhawalDoshi5 @Dynamicinvstr @Sharad9Dubey @TrendSpark420

[Raghav Wadhwa @raghavwadhwa]

Interesting Value Chains in the Space Supply Chain: Listed & Unlisted Players

Source: DAM Capital Research

📌Not a Buy/Sell recommendation.

[Mithun Sarkar @MithunSarkari]

AZAD Engineering : Latest Filing Important Capacity/Customer Update.

AZAD Engineering has inaugurated 2 new exclusive Lean Manufacturing facilities for GE Vernova’s Gas Power business at Hyderabad.

🔹 2 facilities inaugurated on Sept 28, 2026
🔹 Each facility spans 7,600 sq. m. → 15,200 sq. m. combined
🔹 Facilities will manufacture highly engineered rotating & stationary airfoils and specialised machined parts
🔹 These products cater to GE Vernova’s global demand in power generation and essential industries
🔹 With this expansion, AZAD now has 3 dedicated facilities for GE Vernova

Why this matters:💡

This strengthens AZAD’s manufacturing footprint with a global energy major and adds dedicated capacity for highly engineered, mission-critical components.

The important point is not just the new capacity, but the deepening of AZAD’s relationship with GE Vernova and its participation in global power-generation supply chains.

No Recommendations.
#AZAD

[Tejaswi | AI Industrial Shift 🇮🇳 @TejaswiPalam]

AZAD just gave investors a small but important clue

GE Vernova now has 3 dedicated manufacturing facilities at AZAD’s Hyderabad campus

New facilities add another 15,200 sq m of manufacturing space

But the bigger signal is what AZAD is making

Highly engineered rotating & stationary airfoils and specialised machined parts

These aren’t commodity components

They sit deep inside the power generation supply chain

The story is shifting from AZAD supplies GE Vernova to AZAD is becoming part of GE Vernova’s manufacturing ecosystem 👀

That distinction could matter more than headline capacity number