Dev sharma

[Lakshmisha K S @lakshmishaks]

SAIL and John Cockerill India will jointly invest around ₹6,000 crore on setting up a downstream plant for steel, which will be used for the production of cold-rolled grain-oriented and cold-rolled non-oriented types of electrical steel

#MakeinIndia
https://t.co/bP2CPvTyIc

[CompoundingAI @compoundingaiin]

@tushar9590 Hey Tushar, you might find this interesting.

A breakdown of Indian companies involved in space tech, across both listed and unlisted entities.
https://t.co/DlIUjZbURP

[Mohit Jariwala @mohitjariwala25]

1/9
#CarborundumUniversal is not a normal abrasive company. It is an industrial platform built since 1954. The company makes the tools used to cut, grind, and protect metal, and it also makes the special hard powders used inside those products. That is the base of its moat.

[Birch Tree Ventures @ResearchBirch]

India’s API renaissance may just be beginning.

A structural China+1 reset, Biosecure Act tailwinds, patent cliffs worth $200B+, and a new generation of Indian CDMO/API champions are reshaping global pharma supply chains.

In our latest AI aided proprietary sector report, we profile 25 Indian API players — from Divi’s & Laurus to Shilpa, Neuland, Acutaas and beyond.

Key themes:
• 190 blockbuster patent expiries by 2030
• $25-40B India capture opportunity
• 50% jump in RFQs post Biosecure Act
• Why CDMO + specialty APIs could outperform generic pharma

Full report below-

https://t.co/AsSHgj3noy

#India #Pharma #API #CDMO #ChinaPlusOne #Healthcare #Investing #Biotech

[kumar saurabh @suru27]

#Guficbisosciences Though I do not make very long-term calls and I do not hold any expertise in pharma, what I have learnt over the years is to evaluate "managements and their capabilities".

This skill has created some wealth for me in last 10 years in the form of Laurus, Neuland, Marksan etc. though I have gone wrong multiple times.

Gufic's management is a management to watch out for next 5-10 years (sorry quarterly sippers, not for you).

Why so in case you want to know - Go through all the concalls from 2022 and you will get a glimpse.

Concall transcript not yet out but a summary from audio file

Please note that the house is not yet in full order and they have their own set of risks and challenges, but this is part and parcel of equity life

Disc: Been tracking for 2-3 years from sidelines and was waiting for right time. Got biased recently. Not a buy or sell recommendation

[Akshay Jogani @kshayjogani]

News is focused on which camera brand replaces Hikvision. The more interesting story is who makes the chip inside the camera.

Until 2019, that answer was overwhelmingly HiSilicon, Huawei's semiconductor arm that dominated surveillance SoCs globally. US sanctions killed that supply chain overnight and the entire industry moved to Ambarella, Novatek, and Sigmastar.

India's CCTV ban accelerates the same logic one layer deeper. Not just who assembles the camera, but who designs the silicon.

And that story is already further along than most people realize. L&T Semiconductor Technologies has signed a deal with CP Plus to supply indigenously designed Vision SoCs for 9 million IP cameras over three years. These aren't concept chips. They support 8MP imaging and this is the first time surveillance cameras will be made using chips from an Indian company.
CP Plus is the largest domestic brand by market share, so this isn't a token pilot.

Beyond L&T Semi, there are at least four more startups building surveillance SoCs under the government's Design Linked Incentive scheme. Mindgrove Technologies has the V2600, a surveillance-grade edge AI chip targeting late 2026 commercial launch. BigEndian Semiconductors raised $3M from Vertex Ventures and partnered with Cadence on Project VASU, a secure-boot SoC with encryption baked into the silicon. 3rdiTech and Netrasemi round out the group. Collectively these four have raised over ₹300 crore and taped out test chips in 2025.

Two years ago none of this existed. Now you have five separate Indian chip efforts targeting the same market, with the largest one already locked into a volume manufacturing agreement.

India did the same thing in telecom: kicked out Huawei, filled the gap with allied vendors, then started building its own stack with Tejas Networks. Surveillance silicon is following the same script, and hopefully moving faster.

[Celestara @celestaracosmos]

The smartest are quiet. The happiest are private.

[Shubham @shubham1492]

Here are 12 FREE tools (NSE + BSE) that can completely change how you analyze stocks.

Bookmark this. You’ll need it again.

Note-: The National Stock Exchange of India and the Bombay Stock Exchange are the primary sources of market data in India and the ultimate source of truth for Indian stock market data.

1. Corporate Announcements (Before News Picks It Up)
NSE: https://t.co/ekRwR1tBjy
BSE: https://t.co/Shbrk4a01X

2. Shareholding Pattern (Track Smart Money)
NSE: https://t.co/t50v3obPei BSE: https://t.co/JoeXFCRQFU

3. Corporate Actions (Dividend, Bonus, Split)
NSE: https://t.co/pEWVgBXypn
BSE: https://t.co/9qyL9XcZ0p

4. Insider Trading (Promoter Conviction)
NSE: https://t.co/kssnwmxqCH
BSE: https://t.co/bQUkj8mH8G

5. Bulk & Block Deals (Big Money Moves)
NSE: https://t.co/CZYplkIRod
BSE: https://t.co/qZtxTYaW1o

6. Financial Results / Filings
NSE: https://t.co/pbCmAoYRe2
BSE: https://t.co/vzeQnHOZcy

7. Delivery Data (Hidden Accumulation)
NSE: https://t.co/5hIVp7nplV
BSE: https://t.co/5dBYrjO9kM

8. Surveillance Measures (Highly Volatile Stocks)
NSE (ASM): https://t.co/ENFo4fqhHt
NSE (ESM): https://t.co/6UYfUkvw0d

9. Market Breadth (Advance/Decline)
NSE: https://t.co/XUIhhdA30Y
BSE: https://t.co/tbwdU7wOyX

10. Index Valuation (PE, PB, Yield)
NSE: https://t.co/qnRHNM6xWo
NSE: https://t.co/orBMTPxGOk
BSE: https://t.co/3AODI1fdEC

11. F&O Data (Smart Money Positioning)
NSE: https://t.co/QxtSGE6xHp

12. IPO & SME Opportunities
NSE: https://t.co/n1ZCQo0fry
BSE: https://t.co/va70TpekPx

How to Actually Use This

1. Delivery + Bulk Deals + Insider Buying → Spot real accumulation early

High delivery % = investors taking actual delivery (not intraday noise)
Bulk deals = institutions entering with size
Insider/promoter buying = management confidence
When all 3 align, it often signals strong hands accumulating before a move

2. Results + F&O Open Interest (OI) → Find high-probability trading setups

Good Results may trigger a sharp price movement
Rising OI with price increase = long build-up (bullish)
Rising OI with price fall = short build-up (bearish)
Combine both to catch directional moves with confirmation

3. ASM/ESM + Low Delivery → High Volatility and Risk
ASM/ESM stocks = under exchange surveillance (high volatility risk)

Low delivery % = mostly speculative trading, not real buying
This combo can sometimes lead to pump & dump type moves, so stay cautious

#NSE #BSE

[Tushar Bohra @tusharbohra]

The magic that you're looking for...is in the work that you are avoiding!

Beautiful, couldn't resist sharing this quote I came across!

[📖 Gita Inspiration @GitaInspiration]

मन के विरुद्ध चालना होगा

[Moneyspinners - Dream Big, Work Hard, Stay Focused @Jai0409]

#ShilpaMedicare-is it at inflection point

Worth studying

API/CDMO/Biologics& Biosimilars/formulations/Peptides/polymers

In GLP-1 drugs that they had invested in ahead of time were sent for customer validation

Solid pipeline

Technically around bottom

https://t.co/YJALcSICA0

[First Principles Investing @RahulRao_1992]

Megasoft on the path to becoming Mega-hard 😀 after recent acquisition of UK based Nasmyth Group for INR 213 cr (Turnover 2025 - 700 cr)

The company has approvals from the major Commerical & Defence OEs - Rolls Royce, Lockheed, Leonardo to name a few.

More work needs to be done to understand capabilities & profitability of Nasmyth group but the acquisition is quite encouraging.

As @kshayjogani pointed out in our Aerospace & Defence session on sunday, acquisitions are a great way for Indian companies to quickly get their foot in the door, which otherwise is a VERY VERY long drawn out process.

Disclosure: Invested. Interested. Biased.

[Samit Vartak CFA @SamitVartak]

Given that oil price is the biggest impact India and many other countries are facing today because of the war, a coordinated effort to reduce fuel usage may help reduce major impact. During COVID the world went into a complete shut down and oil prices had dropped to below $20 and futures had crashed to -$37 in April 2020. Maybe we can introduce partial work from home and keep industrial activities open, and I am sure this itself (if done globally) will help correct oil prices significantly. For India will help our trade deficit as well as lower pressure on our currency in addition to lowering input costs for many industries thereby reducing impact on profitability. COVID helped us develop and test technologies and platforms that made work from home easy and this may be a very good time to use them until war uncertainties remain. @narendramodi @nitin_gadkari @nsitharaman

[Abhishek Bansal @bansalabhishek5]

M&B Engineering Ltd Valuation Review

As M&B Engineering allotment is out & is listing tomorrow, sharing a detailed fundamental analysis & Fair valuation review for anyone keen to enter the stock on listing day.

Find the detailed thread below (1)

#MBEL #mbengineeringipo #mbengineering #phenix #proflex #M&BEngineering #IPOAlert #IPOListing #IPO_Allotment #IPOGMP #IPOs #ipowatch

[Equity Insights Elite @EquityInsightss]

Stock Price Catalysts 🔖

Always have a clear written thesis whenever you buy a stock. This simple habit significantly improves clarity and decision making, especially during periods of market volatility.

When market breadth deteriorates, stock prices decline even when the underlying earnings trajectory of businesses remains intact.

In such phases, it becomes important to revisit the original thesis behind owning a stock. Investment decisions must be driven by business fundamentals rather than short term price movements. As long as the underlying thesis continues to remain intact, temporary price corrections should not alter long term conviction.

At the same time, if there are any changes in the fundamentals or the original investment thesis, the position must be reassessed objectively. The goal is not to remain emotionally attached to a stock, but to remain disciplined & aligned with the underlying business fundamentals.

This is where clearly identifying the key catalysts for a business becomes important. Having a written thesis helps maintain clarity and conviction, especially during periods of market volatility.

[R.K. @ipo_mantra]

IMPORTANT INFORMATION

IIT Kharagpur has created National Digital Library for students for all subjects.

Link👇

https://t.co/aAncNP8PRg

It contains more than 4.75 crore precious books.

Please share this information as much as possible for students to know & avail of this priceless facility.

[Anish Moonka @anishmoonka]

https://t.co/gK93RdBe5A

[Financial Express @FinancialXpress]

Meet the ‘Next L&T’: 3 small-caps riding India’s Rs 9.2 lakh crore power transmission boom https://t.co/jDd7oRBLGW

[Mayank Kapur @MayankKapur16]

See a familiar name in Board of Directors at Centum?

Udayat Malhoutra, the CEO of Dynamatic who took it from a Hydraulic Pump to Aerostructure Manufacturing is there (appointed last year)

Also co announced recently restructuring. Capability wise one of the finest for Space/Defence Programs in India

Coming up with a video soon on Deep Dive

Sasken Tech's promoter is also on board