anil kumar vulli

in search of divine in people around me 🥰

[Mr. Wadhwa @sourabhwadhwa22]

🔋 BATTERY CHEMICALS: A HIGH-GROWTH THEME TO TRACK

📈 Global Battery Chemicals Market
🟢 Current Size: ~$14 Billion
🟢 Potential Size by 2030: $115+ Billion
🟢 Strong structural growth driven by electrification and energy storage

⚡ Key Drivers
🟢 Electric Vehicle (EV) adoption
🟢 Renewable energy storage
🟢 Grid-scale battery deployment
🟢 AI data centers increasing power-storage demand

🇮🇳 Indian Stocks to Watch

🔹 Himadri Speciality Chemical – Expanding into anode materials and lithium-ion battery ecosystem

🔹 Neogen Chemicals – Key player in lithium salts and electrolyte chemicals

🔹 Tatva Chintan Pharma Chem – Exposure to electrolyte and advanced chemical applications

🔹 Ami Organics – Growing presence in battery and electrolyte intermediates

🔹 PCBL Chemical – Exploring advanced battery-material opportunities

🔹 Exide Industries – Lithium-ion battery investments through JV ecosystem

🔹 Amara Raja Energy & Mobility – Building lithium-ion gigafactory and cell manufacturing capabilities

🔹 Ola Electric Mobility – Integrated battery cell manufacturing plans

💡 EVs were the first growth engine. Energy storage is the second. AI infrastructure could become the third major demand driver for batteries and battery chemicals.

Which stock do you think could emerge as India’s biggest battery chemicals winner over the next decade?

#BatteryChemicals #EV #EnergyStorage #RenewableEnergy #AI #SpecialtyChemicals #StockMarket #Investing #CleanEnergy #LithiumIonBattery

[Chart Wallah @Chart_Wallah108]

25 Stocks which can double PAT in next 2-3 years 🔥🔥

Credit : abhay jain

[UremO 👑 @UremO_24]

Elon Musk deserves to be a trillionaire.

[anil kumar vulli @avulli]

@stocksbyrishabh @MilinMehta6 500 or 5000 ?

[anil kumar vulli @avulli]

@stocksbyrishabh Avanthi, graphite, heg, netweb

[SWING BLASTER 🥷🕉️🔱 @swing_blaster]

⚡️ Transformer Oil Related Stocks List 🛢️🔥

Savita Oil Technologies 🛢️
Major player in transformer oils & lubricants ⚡️
Raj Petro Specialities 🏭
Manufactures transformer insulating oils 🔋
Panama Petrochem 🛢️
Industrial oils & transformer fluid exposure ⚙️
Gandhar Oil Refinery 🌡️
White oils, industrial oils & transformer applications ⚡️
Apar Industries 🚀
Strong transformer oil + cable theme play 🔥⚡️
Engineers India 🏗️
Refinery & energy infrastructure exposure ⛽
Hitachi Energy India ⚡️
Transformer manufacturing & grid expansion beneficiary 🔌
CG Power and Industrial Solutions 🏭
Power equipment & transformer demand play 📈

⚡️ More electricity demand = More transformers
🛢️ More transformers = More transformer oil demand
📈 Long-term sectoral opportunity 🚀🔥

#TransformerOil #PowerSector #EnergyStocks #Electricals ⚡️

[Investment2Success 🇮🇳 @Investment2S]

🔥Top 5 High Growth Stocks

40-60% Upside Potential

Save it for Later 🔖

1) #Netweb

[Naseem Raza @wolfofthastreet]

🏛️Q4FY26 concalls & guidance

High-Growth Companies with Guidance

🛡️DEFENCE

Zen Technologies | 50%+ growth (Next 2 years)

Solar Industries | 42% revenue (FY27)

Krishna Defence | 30–40% (Next few years)

Data Patterns | Strong pipeline (Order book 1,868 Cr)

✈️ AEROSPACE

Rossell Techsys | 80–90% revenue (FY27)

Azad Engineering | 25–30% (Next few years)

PTC Industries | Long-term aerospace/defence alloy growth

🖥️ DATA CENTERS

MTAR Technologies | 80% ±5% (FY27)

KRN Heat Exchangers | 60% (FY27)

Aeroflex Industries | 35% (FY27)

TD Power Systems | 30% (FY27)

📱EMS

Netweb Technologies | 30–35% (FY27)

Avalon Technologies | 24–27% (FY27)

GNG Electronics | 25% revenue (FY27)

E2E Networks | Hyper growth (No specific)

Kaynes Technology | Strong multi-year (No specific)

🌱 RENEWABLES & CLEAN ENERGY

Premier Energies | 3–4x revenue (Over 3 years)

Sarda Energy | 20%+ growth (Next 3 years)

Waaree Renewable Tech | 30–40%

Waaree Energies | Targeting 20+ GW capacity

JSW Energy | 20 GW capacity target by 2030

Suzlon Energy | 4,000+ MW order book

Inox Wind | 1,500–2,000 MW (FY27–28 annually)

⚡ POWER TRANSFORMERS

Supreme Power | 50% (Next 2 years)

TARIL | 40%+ (Next 3 years)

Atlanta Electricals | 40% (Next 2 years)

Danish Power | 20–25% (Next 3 years)

Shilchar Tech | 20%+ (Next 2–3 years)

Siemens Energy India | Order book surging

Hitachi Energy India | Strong multi-year HVDC + grid modernisation (check on 26th May)

🏭 POWER CAPITAL GOODS

Yash High Voltage | 50–70% (FY27) and 40–42% CAGR (4–5 years)

Genus Power | 33%+ (FY27)

Skipper | 30% PAT (FY27)

Quality Power | 15–20% (FY27) + 50% (FY28)

Apar Ind | 15–20% CAGR (3–5 years)

🔌 CABLES

V-Marc India | 40%+ (FY27 + next 2–3 years)

HFCL | 20–25% (FY27)

Bhagya Nagar India | 20–25% CAGR

KEI Industries | 20%+ (FY27 + 3–5 years)

🚂 RAILWAYS

Airfloa Rail Technology | 50% growth (Next 2 years)

Frontier Springs | 30%+ growth (Next 2 years)

RITES Ltd | 15–20% (Steady compounder)

Ramkrishna Forgings | 80–85% capacity utilisation (FY27)

💰 FINANCE

Anand Rathi Wealth | 25%

Northern Arc | 22–25%

💍 GOLD & JEWELLERY

PN Gadgil Jewellers | 25%+

Sky Gold & Diamonds | 30–35%

💊 PHARMA & HEALTHCARE

Cupid | 70% PAT (FY27)

Senores Pharma | 50–60% PAT (FY27)

Kwality Pharma | 50% PAT (FY27)

🧪 CHEMICALS & SPECIALTY

Neogen Chemicals | 40%+ (Next 3–4 years)

Krishana Phoschem | 35–40% (FY27)

Stallion Fluorochemicals | 30–35% (FY27)

Acutaas Chemicals | 25% (FY27 + next 3 years)

Pondy Oxides | 20%+ growth (Next 4 years)

Balaji Amines | Near-term commissioning catalyst DME

🏗️ INFRA & CONSTRUCTION

Sirca Paints | 25–30% revenue (FY27)

Cemindia Projects | 25%

Epack Prefab Tech | 20%+

🚚 LOGISTICS

Zinka Logistics | 30%+

Shadowfax Technologies | 27–30%

♻️ RECYCLING & WASTE MANAGEMENT

Namo e-Waste | 40–50%

Baheti Recycling | 30–35%

Gravita Ltd | 35%

Tinna Rubber | 25%+

Antony Waste Handling | 20%+

Sunlite Recycling | 20%+

💧 WATER MANAGEMENT

Enviro Infra Engineers | 35–40%

Va Tech Wabag | 20%+

🔀 MISCELLANEOUS

Deep Industries | 30–35%

BLS International | 20–25%

Southwest Pinnacle Exploration | 20%+

[Rajeev Desai @rajuidesai]

A powerful opinion piece by Samir Saran in The Indian Express, has sparked intense debate after arguing that the biggest crisis in India US relations is not trade, tariffs, or Russia but America’s inability to treat India as a true equal. The article warns that Washington still approaches New Delhi with a mindset of management and pressure rather than mutual respect.

The piece points to growing Indian frustration over US double standards on Russian oil, pressure tactics on strategic decisions, and Washington’s constantly shifting posture toward China and Pakistan. It argues that India no longer sees itself as a compliant junior partner and is increasingly unwilling to sacrifice strategic autonomy for American approval.

What makes the article explosive is its blunt conclusion: the India US partnership may survive political turbulence, but it cannot truly mature unless America accepts a rising India on genuinely equal terms. At a time when global power equations are rapidly shifting, the piece suggests New Delhi is quietly recalibrating its global relationships with Europe, Russia, and even China while keeping Washington at a calculated distance.
Taken from other Media Platform --

[Samir Pradhan @SamirPradhann]

🔥Top 10 Reversal Smallcap Stocks for Next 1-3Months.

👉Correction Over, Showing Strength
👉Strong Fundamentals
👉20-50% Upside Potential

Bookmark it🔖

1. G.M Breweries

[CA Vivek Khatri @CaVivekkhatri]

𝟭𝟱 𝘀𝘁𝗼𝗰𝗸𝘀 𝘄𝗼𝗿𝘁𝗵 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵:

𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 & 𝗖𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁 𝗖𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝗲𝗿𝘀

1. Reliance Industries
2. HDFC Bank
3. Larsen & Toubro
4. Tata Consultancy Services
5. Nestle India

𝗛𝗶𝗴𝗵 𝗚𝗿𝗼𝘄𝘁𝗵 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹

6. Dixon Technologies
7. Trent
8. Varun Beverages
9. Pidilite Industries
10. Persistent Systems

𝗘𝗻𝗲𝗿𝗴𝘆, 𝗜𝗻𝗳𝗿𝗮 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲

11. Cummins India
12. Polycab India
13. Bharat Electronics
14. Solar Industries India
15. Coal India

Bookmark this list and track these companies.

Any more stocks to add❓
#trading #investing

[CA Vivek Khatri @CaVivekkhatri]

𝗜𝗻𝗱𝗶𝗮’𝘀 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗽𝘂𝘀𝗵 𝗶𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗳𝗮𝘀𝘁𝗲𝗿 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸.

𝟮𝟮𝗚𝗪 𝗯𝘆 𝟮𝟬𝟯𝟮. 𝟭𝟬𝟬𝗚𝗪 𝗯𝘆 𝟮𝟬𝟰𝟳.⚡

𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗦𝘁𝗼𝗰𝗸𝘀👇

1. Larsen & Toubro
2. Bharat Heavy Electricals
3. NTPC
4. MTAR Technologies
5. Walchandnagar Industries
6. Hindustan Construction Company
7. Tata Power Company
8. Power Mech Projects
9. Azad Engineering
10. WPIL
11. Patels Airtemp India
12. Mishra Dhatu Nigam
13. Engineers India
14. The Anup Engineering
15. AMIC Forging
16. KSB
17. Adani Power
18. JSW Energy
19. ISGEC Heavy Engineering
20. Triveni Turbine

Any more to add❓
#trading #investing

[anil kumar vulli @avulli]

@MarketViewByPB please delete

[Raghav Wadhwa @raghavwadhwa]

⚡️India Power Sector Value Chain

India’s power story is no longer just a generation story.
The real story now is the entire value chain.

Because adding more electricity is one thing.
Delivering it reliably, moving it across states, balancing renewable volatility, reducing losses, and actually collecting cash is a completely different challenge.

And that is exactly why the Indian power sector is entering a much broader capex cycle than most investors think. India’s total installed generation capacity stood at 520.5 GW as of 31 January 2026, and the government says 272 GW of that was from non-fossil sources, including 263 GW renewable energy and 8.78 GW nuclear. (Ministry of Power)

Now look at the demand side.
The IEA expects India’s electricity demand to grow at 6.3% CAGR from 2025 to 2027, faster than the country’s own 2015 to 2024 average of 5%. That means this is not a short-term spike. This is a structural demand expansion supported by economic growth, electrification and rising cooling demand. (IEA)

This is where the real framework begins.

👉To understand the sector properly, the power value chain should be divided into six layers:

1. Generation
2. Transmission asset ownership
3. Transmission EPC
4. Wires, Cables & Conductors
5. Power equipment manufacturing
6. Distribution and smart metering
7. Grid automation, storage and balancing

And honestly, I think this is the right way to study the sector now.

👉Generation is still important, of course.
Names like NTPC, Tata Power, JSW Energy, Adani Power, Adani Green, NHPC and SJVN all sit here in different ways.

But generation is not one single business model.
Thermal, hydro, renewables, merchant power, regulated utilities, all behave differently.

That is also why just looking at installed capacity can be misleading.

A solar plant and a thermal plant may both have 1 GW capacity on paper, but they do not produce the same number of units through the year. So, the real story is capacity added. It is also utilisation, reliability, fuel economics, PPAs and cash flow quality.

Where things get really interesting, in my view, is transmission.

Because no matter what the future looks like, transmission wins.

🔹If India adds more solar, transmission is needed.
🔹If more wind comes up, transmission is needed.
🔹If EV charging scales, transmission is needed.
🔹If data centres grow, transmission is needed.
🔹If green hydrogen becomes meaningful, transmission is needed.

That is why this part of the value chain feels the strongest structurally.

And the capex visibility is massive.

👉India’s transmission plan for 2023 to 2032 targets expansion of the network to 6.48 lakh circuit km, transformation capacity to roughly 2,345 GVA, inter-regional transfer capacity from 120 GW to 168 GW, with planned investment of about ₹9.15 lakh crore.

That is a serious number.
And it tells you where the long runway is.

The listed names that stand out here are Power Grid, IndiGrid, and Adani Energy Solutions.

Personally, this is the cleanest part of the power story for long-term compounding.

Once these assets are built and operational, the business becomes much more stable than project-based or commodity-linked segments.

👉Then comes the next layer: Transmission EPC.

This is where companies like KEC International, Kalpataru Projects, Techno Electric and L&T come in.

These businesses benefit early in the cycle because they see order inflows first.

But the market should not judge them like asset owners.
This is a lower-margin, execution-heavy business.

Order book matters. Execution matters. Working capital matters.

A big project pipeline looks good, but if cash is stuck or projects get delayed, returns can disappoint.

Then there is the equipment side, and this is where I think many investors may still be underestimating the opportunity.

This part includes transformers, switchgear, GIS, substations, cables, conductors, HVDC equipment and grid systems.

Names here include Hitachi Energy India, GE Vernova T&D India, CG Power, Siemens Energy India, APAR Industries, Polycab and KEI.

This segment is attractive because it sits somewhere between manufacturing scale and technology value-add.

It is not as stable as a transmission owner, but in many cases, it can be a better business than EPC, especially when the mix shifts towards high-voltage systems, digital substations, automation and grid-control solutions.

👉The power buildout is also a wires and cables story:
Once new power capacity is added and new lines are planned, the system needs the actual products through which electricity moves. That is where wires, cables and conductors come in.

In simple terms, if transmission is the highway, then wires, cables and conductors are the actual lanes on that highway.

And this is not a small industry.

Polycab’s latest presentation puts the Indian wires and cables market at around ₹900 billion in FY25, which is roughly 40% to 45% of the electrical industry. The company also says the market grew by around 12% YoY in FY25. Its own estimates suggest Polycab held around 26% to 27% share of the organised market and 19% to 20% of the total market.

The size of the segment is also visible at the company level. A competitive assessment on Polycab’s site shows FY25 wires-and-cables revenue at about ₹188.9 billion for Polycab, ₹88.6 billion for KEI, ₹71.8 billion for Havells, ₹66.9 billion for RR Kabel, ₹50.1 billion for Finolex Cables, and ₹46.4 billion for APAR Industries.

The demand drivers are strong. Transmission expansion supports conductor demand, while distribution reforms drive need for ABC, underground cables and upgrades. This is not just a new capex cycle but also a replacement cycle, with older networks being upgraded. Key names to track include APAR Industries, Polycab, KEI Industries, RR Kabel, Finolex Cables and Universal Cables.

A lot of investors think renewable growth mainly helps renewable developers.

But that is only half true.

👉Renewables are built where the resource is strongest.
Demand is somewhere else.

So once renewable capacity rises, the grid needs much more than just generation.

It needs evacuation, balancing, voltage support and long-distance transfer.

That is why renewable growth indirectly strengthens the case for Power Grid, Adani Energy Solutions, KEC, Hitachi Energy India, GE Vernova T&D India, and others linked to transmission and grid systems.

Then comes distribution, which is where the quality of the sector really gets tested.

Because generation and transmission may look strong, but distribution decides whether the system actually collects money.

👉This is why smart metering matters so much.

Government data shows AT&C losses improved from 21.91% in FY21 to 15.04% in FY25. Smart meters installed across schemes reached about 5.62 crore by January 2026, and sanctioned works under RDSS were around ₹2.83 lakh crore.

So smart meters are not just an electrical-equipment story.
They are a billing, collection and cash-flow story.

The clearest listed proxy here is Genus Power.
I think this is an important point because many investors still see distribution as boring or broken. But the reform side of distribution is actually creating a very investable opportunity in metering, system integration and loss reduction.

And then there is the final layer, which will likely become more important over time: automation, storage and balancing.

The future grid will not run only on generation plus wires.

It will run on:

generation + transmission + storage + digital balancing
As renewable share rises, the grid will need more flexibility.

That means better control systems, better balancing tools, and more advanced transmission architecture.

That is where names like Hitachi Energy India and GE Vernova T&D India become even more interesting, because this is not just about selling equipment. It is about helping the grid handle a more complicated future.

📌So, if I had to simplify the entire sector into one line, I would say this:

Generation creates electricity.
Transmission makes scale possible.
Wires and cables carry that power across the network.
Distribution makes monetisation possible.
Automation and storage make the future grid workable.

[All day Astronomy @forallcurious]

The extraordinary invisible Glass experiment

Scientists once placed a transparent glass barrier inside an aquarium.

On one side was a fierce pike, and on the other side were several smaller fish swimming freely.

When the hungry pike saw the smaller fish, it immediately rushed forward to attack.

Bang. It slammed straight into the glass and bounced back.

Confused, the pike kept trying again and again, but every attempt ended the same way.

The repeated collisions injured its head and knocked off some of its scales. Eventually, the pike became frightened and retreated to a corner of the tank.

After some time, the scientists quietly removed the glass barrier. The smaller fish now swam freely throughout the aquarium, even brushing against the pike’s mouth.

But the pike never tried to eat them again.

Even though it was hungry, it refused to attack. In its mind, the invisible wall was still there.

A few days later, the pike reportedly died of starvation, surrounded by food. This phenomenon is often referred to as the Pike Effect or Pike Syndrome.

It’s often used as a metaphor for how repeated failure can create invisible limits in the mind.

[anil kumar vulli @avulli]

Ceasefire possible this weekend?
@gork

[anil kumar vulli @avulli]

@Sheshagiriraok1 @CaVivekkhatri Why

[anil kumar vulli @avulli]

@vishal_susheel Plz give some list for mid-term

[Vishal Susheel (Vizu Stock Market Hints) @vishal_susheel]

For silver: Silverbees
For Gold: Goldbees
For Defence sector: Modefence
For IT sector: ITbees
For capital markets: Mocapital
For auto sector: Autobees
For nifty: Niftybees
For psu banks: Psubnkbees
For midcap: HDFCMID150
For fmcg: Fmcgietf
For nifty next 50: Juniorbees
For china index: Hangsangbees
For infra: Infrabees
For banks: Bankbees
For smallcap: HDFCSML250
For pharma: Pharmabees

Bookmark this post ✅️

[Pawan Kalyan @PawanKalyan]

Thirupparankundram is the First of the Six Abodes of Lord Murugan (Kartikeya). The practice of lighting lamps atop the hill during the Tamil month of Karthigai is an ancient tradition of Hindus. It is sad and ironic that today the Hindus in Bharat have to seek judicial interventions to practice their faith and perform their rituals. If, even after winning a decisive legal battle, devotees cannot perform a simple, peaceful ritual on their own property, then where, in their own country, shall they truly find constitutional justice?

In short and simple, let all the Hindus in Bharat understand this - The bitter truth is - The Chennai High Court affirmed our right to light the Deepathoon - first by a single judge, then upheld by a higher bench. Legally, the battle was won. Yet, practically, we were forced to adjust.

Ask yourself - Can any religious festival be moved a week late? Can a holy day's celebration be shifted to a different time? No. Because the sanctity of religious time and the integrity of every religious calendar is non-negotiable.

Yet, for Sanatana Dharma, the moment—the sacred Karthigai Deepam—was stolen, vanished forever. Why? Because Hindus can be taken for granted. Sometimes it's the governments, sometimes it’s the executive, sometimes it’s the NGOs, sometimes it’s a random pseudo intellectual groups – but every time, it is Hindus who accept the loss and adjust. We secured the right, but lost the ritual. This repeated, systemic denial is why a time has come to demand more than just court victories - We need the Sanatana Dharma Raksha Board where devotees actively manage their own temples and religious affairs.

Mockery of Hindu traditions and rituals has become a norm for certain groups. Do they dare to do the same for other religious events?

Does Article 25 become an optional right instead of a fundamental right to the Hindus? Can a Police Commissioner or a District Magistrate unilaterally nullify a specific High Court Directive? If the High Court confirmed the Deepam lighting was a "harmless religious act" on legally owned land, who decides that this practice constitutes a threat to "communal harmony," and by what legal mechanism? How come HR&CE Department consistently and repeatedly act against the interests of Hindu devotees and their temple's traditions, and how do these officials evade serious accountability?

Hindus should observe the collective spirit and solidarity shown by practitioners of Abrahamic religions (religions of Arabian origin) when religious issues arise. They overcome their ethnic, regional, and linguistic differences for the sake of their faith.

As long as Hindus remain divided by caste, regional, and linguistic barriers, the mockery, insults, and abuses against the Hindu religion and its practices shall continue. If Hindus in our nation don't unite under a common minimum program with the collective spirit of Hindu Dharma (or Aram in Tamil), this spirit will be lost.

I hope for a day when every Hindu from Kashmir to Kanyakumari and Kamakhya to Dwarka wakes up to the humiliation Hindus face in their own land.

#Tiruparakundaram
#SanatanaDharmaRakshaBoard