👉 Cables and Wire sector is Proxy to various Sectors such as transmission, Transformers, Data centres.
🌟 A list of 10 Stocks Technical Set ✨ !!!
👉 A detailed thread 👇🧵
1. Polycab India Ltd
Current Price₹ 8,624
Price to Earning49.5
Return on equity21.4 %
ROCE 29.7 %
ACE 🧐
Ace show case future ready construction equipment at Excion2025
The company, which hold over 63% market share in india mobile crane segment.
Company launched 8 new products design to adress new requirements in infra,warehouse
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https://t.co/n2qm3aITSW
🌊 Denta Water & Infra Solutions V/s Enviro Infra Engineers
🌊 Ace investor Sunil Singhania holds a 1.27% stake in one of these companies
🌊 A comparison of two small-cap players specialising in water and wastewater treatment solutions
A detailed comparison 🧵👇
🔥FII Huge Buying in SmallCap Stocks
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A Mega {Thread}🧵
1. BlackBuck
Belrise Industries – Decent Story, But Growth Still Lagging Peers
When you compare Belrise with other auto-ancillary players, the growth isn’t as strong.
Peers are scaling faster, especially those exposed to electronics, sensors, and high-value content plays.
But Belrise still has a few clear catalysts:
1. Margin Expansion Ahead
Premiumisation in 2W and 3W is increasing, and Belrise will benefit because chassis, suspensions and structural components see better realisation as OEMs shift to higher-end models.
They also plan to enter the EV segment, which structurally has better margins than ICE.
This alone can push profitability upward.
2. Value Unlocking Opportunity
They still have a low-margin trading business.
If they reduce or exit this part, margins can meaningfully expand.
This is one of the biggest optional triggers in the story.
3. GST Cuts in 2W
If GST rates fall for two-wheelers, affordability increases → demand increases → kit value per vehicle also rises.
Belrise will benefit from higher volumes + better mix.
But one limitation…
Their core components — chassis & suspension — have a natural ceiling on kit-value expansion.
This isn’t like electronics or sensors where kit value can multiply over time.
So premiumisation helps, but only to a point.
Outlook
FY26 and FY27 should be good growth years, mainly driven by:
EV ramp-up
margin expansion
better product mix
industry-wide premiumisation
But growth descent hi hoga do not expect much here
They had reported good numbers so studying this
🏭Nuclear Power Sector To Open For Private Players Soon: PM Modi
🏭India plans to expand its nuclear capacity to 100 GW by 2047, a more than 10x jump from the present 8.8 GW.
🏭Key listed players may benefit from this
A Detailed Thread....🧵👇