Bhautikk Bhansalii

[Soumeet Sarkar @soumeet_sarkar]

Macquarie on India Industrials

Allowing Chinese entities in government contracts

Move is further to government intention to ease shortfall of critical components

Most of the grid companies are in the midst of capacity expansion

Likely to add capacity over the next 2-3 year, which is the validity of this exemption

Should this exemption be to extend in future, long term negative impact on margins of the incumbents

Negative impact on margins especially for the 765kV GIS players cannot be ruled out

Barring TBEA, most of the other companies have sub-scale operations in India and are likely to take time to ramp up

Believe this exemption is to address the current shortage of certain of EHV grid equipment

Unlikely to allow large scale Chinese imports in the sensitive areas of grid infrastructure

#HitachiEnergy #SiemensEnergy #CGPower #CapitalGoods #Power

[Ekansh Mittal @EkanshMittal_KW]

Went through today's insider buying data

A few names worth noting:

→ Ambar Protein — Promoter added 18,187 shares
→ Maharashtra Seamless — Promoter bought 16.59 lakh shares

All market purchases — open market buying

Note: Not a recommendation. Only used for filtering and further research on stocks

Research desk -> https://t.co/YnLe7up3IN

SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690, BSE Enlistment No - 5114

[The Indian Investor @Anvith_]

📊 Goldman Sachs Indian Equity Portfolio

▪️ Aye Finance
A fintech pioneer focused on credit and micro-lending for underserved MSMEs. 

▪️ Inox India
A premier supplier of specialized cryogenic equipment and liquid gas storage solutions. 
4. Sai Life: A prominent Contract Development and Manufacturing Organization (CDMO) servicing global pharma giants. 

▪️ GNG Electronics
GNG Electronics Limited is India's largest refurbisher of laptops, desktops, and ICT devices.

▪️ TD Power
A leading manufacturer of AC generators and power equipment for global industrial markets. 

▪️ Pearl Global
A global apparel manufacturer supplying major international retail fashion brands. 
7. Navin Fluorine: A top-tier specialty chemical company focused on high-value fluorochemicals. 

▪️ Amber Enterprises
A market leader in original equipment manufacturing (OEM) for residential air conditioners. 

▪️ JK Lakshmi Cement
A well-established, highly reliable manufacturer of cement and construction materials in India. 

▪️ Midwest
A prominent industrial group engaged in mining, natural stone processing, and exploration.

▪️ Cello World
A household favorite manufacturing consumer houseware, stationery, and molded furniture.

▪️ Awfis
India’s leading flexible workspace and co-working solutions provider.

▪️ R Systems
An IT services company specializing in digital product engineering and tech solutions.

▪️ Newgen Software
A global low-code platform provider optimizing enterprise workflow and digital transformation. 

🚫 No Recommendation

[DIXIT AGGARWAL @Dixitagg]

THE NEXT MULTIBAGGERS MAY COME FROM UPCOMING DEMERGERS.

1. Parent: Apollo Hospital
Demerged: Apollo Healthtech

2. Parent: Astral.
Demerged: Astral Chemie.

3. Parent: Astra Microwave.
Demerged: Astra Space Technologies.

4. Parent: BASF India.
Demerged: BASF Agricultural Solutions

5. Parent: Pricol.
Demerged: Pricol Autotech.

6. Parent: Natco Pharma.
Demerged: Natco Crop Health Sciences.

7. Parent: Texmaco Rail.
Demerged: Texmaco Machines.

8. Parent: Veranda Learning.
Demerged: J.K. Shah Commerce Edu.

9. Parent: Maharashtra Seamless.
Demerged: United Seamless .

10. Parent: INOX Green
Demerged: Inox Green Energy Services

#stockalerts #stockmarket #demerger

[Antifragile Thinking @unseenvalue]

I may be invested in some or all of the companies mentioned. This is not a recommendation in any form.

The list is not exhaustive and will evolve as more data is incorporated.

[Salil @salilkallianpur]

How Biocon is Leveraging AI to Reshape Both Drug Discovery and Manufacturing.

Biocon's chief technology officer says artificial intelligence is being deployed across drug development and manufacturing, but insists human accountability remains intact.

https://t.co/j9A53gPfCI

[Salil @salilkallianpur]

Bain Capital exits Emcure Pharma post-12-year investment https://t.co/7hpj0hdpss

[INOXCVA @INOXCVA]

INOXCVA takes pride in driving monumental progress in India’s space sector.

Reinforcing our commitment to national aerospace innovation, @JainSiddharth_, along with our Executive Director Parag Kulkarni and CEO Deepak Acharya, recently met with ISRO Chairman Dr. V. Narayanan at the @isro Headquarters in Bengaluru. Their discussions centred on maximising India's space program potential through next-generation cryogenic infrastructure and collaborative engineering.

With over 30 years of partnership, INOXCVA has supported more than five major ISRO facilities nationwide, delivering mission-critical cryogenic solutions for space exploration. This meeting marks an important step toward deeper collaboration in propulsion, satellite testing, and next-generation launch vehicles.

We remain committed to supporting India's ambitious space journey with precision engineering and reliable cryogenic technology.

#INOXCVA #ISRO #SpaceMissions #CryogenicTechnology #MakeInIndia #SpaceExploration #CryogenicInfrastructure #TeamINOXCVA

[Bhautikk Bhansalii @bhautikb]

@MarketScientist Market way forward post Iran Us deal and growth in indian upcoming sectors

[Bhautikk Bhansalii @bhautikb]

@AimInvestments Yes

[Dinesh Kumar @DineshRedBull]

ये वीडियो जिसने भी बनाया है इसमें बहुत अच्छी तरह से अमीरी और गरीबी को दिखाया गया है।

[The Figen @TheFigen_]

Man drives the same car for 15 years and hits 1 million kilometers…now he can sell it as a brand-new 0 km vehicle.

[Vivek Mashrani, CFA @MashraniVivek]

Nifty Pharma just hit all-time highs.

But here's the thing nobody's talking about -

It's not one stock. It's not one theme.

For the first time in a decade, every single layer of the pharma value chain is firing at once.

APIs. CDMOs. Formulations. Innovators. All of them.

Here's what's really happening 🧵

[Bhautikk Bhansalii @bhautikb]

@MarketScientist There is some problem with audio it's stuck in a loop

[Bhautikk Bhansalii @bhautikb]

@MarketScientist Very True

[Bhautikk Bhansalii @bhautikb]

@MarketScientist I chose investing

[NDTV Profit @NDTVProfitIndia]

RBI to implement Expected Credit Loss framework, Dr Deepali Pant Joshi, Former ED, RBI , explains what it means for banks and you.

@MishraMallica

[Bhautikk Bhansalii @bhautikb]

@groww_cs Sure Thank You for your quick response

[Bhautikk Bhansalii @bhautikb]

@groww_cs i am facing disruption in groww app in the last 25 minutes missed few transactions because of that. Kindly look into the matter.

[Stock Market Scientist™ @MarketScientist]

https://t.co/3FjujZDZky