Devang Karani

Chilli Trader, Equity Investor..!!

[Akash Chaudhary @Akash17971]

FABTECH CLEANROOMS - COMPANY TO STUDY, TRACK & RESEARCH 📑⚡️💡

Fabtech Cleanrooms is an integrated cleanroom infrastructure and engineering solutions company catering to industries where contamination control and precision environments are critical. Its key sectors include pharma, biotech, solar, semiconductors, data centres, EV and other high-tech industries.

The interesting part of the business is that Fabtech is not limited to cleanroom panels. It is gradually building a broader end-to-end cleanroom infrastructure platform.

▪️ Cleanroom Panels, Ceilings & Flooring - modular walls, partitions, ceiling panels, doors, view panels and covings.

▪️ HVAC & AHU Solutions - precision-controlled HVAC systems and in-house air handling capabilities for temperature, humidity, airflow and particulate control.

▪️ MEP Services - mechanical, electrical and plumbing integration for cleanroom and high-tech facilities.

▪️ T-Grid Systems - used as the structural backbone for cleanroom ceilings, particularly relevant for semiconductor and solar facilities.

BIG GROWTH AREAS
The company is expanding beyond its traditional pharma/biotech base into semiconductors, solar and data centres, where investments in advanced manufacturing facilities are creating additional demand for contamination-controlled infrastructure.

India 2030 opportunity of around $21B in data centres, $24–25B in solar, $13B in life sciences and ~$11B in semiconductors.

Fabtech has already entered semiconductor projects with Kaynes Semiconductor and CG Semi, while it has also penetrated data-centre projects involving Nxtra Data, Ctrl S and Qualcomm.

ORDER BOOK
As of 31 May 2026, consolidated order booking stood at ₹354.74 crore.

▪️ Renewable Energy - ₹184.42 Cr
▪️ Pharma - ₹135.18 Cr
▪️ Data Centres - ₹27.17 Cr
▪️ Semiconductor - ₹0.50 Cr
▪️ Others - ₹7.47 Cr

This gives a good indication of the company's current exposure to both its established pharma business and newer growth verticals.

EXPANSION & STRATEGIC INVESTMENTS
Fabtech has been strengthening its capabilities through strategic investments and acquisitions:

▪️ Kelvin - 60.50%: complete HVAC solutions across pharma, industrial and data-centre applications.

▪️ Advantek - 34.99%: manufacturing of AHUs and related critical components.

▪️ AART - 28%: specialised design and engineering capabilities for semiconductor and solar projects.

The company is also expanding its manufacturing footprint with a Hyderabad facility, while the Fabtech Fortlinedoors facility at Umbergaon adds dedicated manufacturing capacity.

📌 WHAT I WOULD TRACK

▪️ Execution of the ₹354.74 Cr order book
▪️ Growth in semiconductor and solar projects
▪️ Data-centre order additions
▪️ Hyderabad manufacturing expansion
▪️ Contribution from Kelvin, Advantek and AART
▪️ Whether the company can successfully move from a cleanroom-focused business towards a broader integrated infrastructure solutions platform

Overall, Fabtech is an interesting company because it sits at the intersection of pharma + cleanroom infrastructure + data centres + semiconductor + solar capex.

Definitely worth putting on the study, track & research list.

Disclaimer:
For educational purposes only. No advice. DYOR.

[Devang Karani @devangkarani_99]

@valueablegem Fabtech Cleanroom is rightly placed to take maximum benefit of this opportunity

#fabclean #fabtech

[Devang Karani @devangkarani_99]

@WealthEnrich K P Energy

[Devang Karani @devangkarani_99]

@sudhir_bheda Congratulations Sir 🙏

[CA Sudhir Bheda @sudhir_bheda]

Message is long but worth reading.

Elon Musk has announced a move that would have sounded absurd just five years ago.

Tesla and SpaceX are reportedly joining hands to build a US semiconductor manufacturing facility.
Initial commitment: $55 billion
Potential total investment: $119 billion (~₹11.5 lakh crore)

And this is not a chip company building chips.
This is a car company and a rocket company deciding that controlling silicon is now mission-critical.
Why?
Because the cost of dependency has become bigger than the cost of self-reliance.

For decades, the global model was simple:
• TSMC handled leading-edge fabrication in Taiwan
• Samsung & SK Hynix dominated memory
• The world optimised for efficiency and low cost
That era is changing fast.
The new rules of global manufacturing are now:
• Geography is a strategic risk
• Supplier dependence is vulnerability
• Vertical integration is competitive advantage
• Capex is sovereignty

Musk is effectively signaling that relying entirely on the Asian semiconductor ecosystem may now be too risky — even if it is the most efficient industrial cluster ever built.

The world is entering an age where nations and corporations are willing to spend hundreds of billions not for efficiency, but for control.
Crazy? Maybe.

But this may define the next decade of global industry.

[CA Sudhir Bheda @sudhir_bheda]

Fabtech Technology Cleanrooms Ltd concall highlights:

Strong positioning in end-to-end cleanroom solutions across healthcare, solar, semicon, data centers & EVs.

• Order book ₹199 Cr (execution in 6–8 months)
• Hot pipeline ₹482 Cr

• Focus: Data centers, semicon, solar

Growth drivers: • New Hyderabad facility (auto panel line)
• Umargaon plant now largely automated

• Kelvin stake to rise from 60% to 72%

• AART acquisition enables Class 1–10 cleanroom capabilities

• New products (modular T-grid) under R&D

Well placed to ride capex boom in high-tech sectors

[Devang Karani @devangkarani_99]

@drprashantmish6 Pramara Promotion
ESFL

[Colonel Mayank Chaubey @col_chaubey]

One Tejas crash.
One pilot gone.
And suddenly…
X is On Fire..
LinkedIn on Fire.

I saw the videos.
I saw the fake outrage.
I saw people milking tragedy for Trending.
Circulating crash clips like gossip.
Dropping “RIP” posts like Instagram filters.

Where was this energy for 50 years?
Where was the concern when 400+ MiGs fell?
Where was the outrage when 170+ pilots died?
Where were the hashtags when families shattered?

Silence.
Complete silence.

Because those jets were imported.
Those crashes were “normal.”

But the moment one Made-in-India jet goes down?

Suddenly everyone wakes up.
Suddenly everyone has an opinion.
Suddenly Tejas becomes a punching bag.
Suddenly Indian scientists become a joke.
Suddenly Indian engineers become memes.
Suddenly everyone becomes an expert on G-forces.

The hypocrisy is not subtle.
It screams.

I didn’t react for 24 hours.
I didn’t post condolences.
I didn’t amplify the crash videos.

Because the pilot deserves dignity.

But then… I saw the pattern.
Influencers pushing negativity.
Politicians jumping in for mileage.

Foreign lobby bots pushing,
“India can’t build jets.”
“Tejas is unreliable.”

So I dug into the data.
And it was hiding in plain sight.

Here is the total loss count for each fighter jet.
Ranked from highest to lowest.

F-16: 674 losses
MiG-21: 600 losses
MiG-29: 300 losses
F-35: 29 losses
Su-35S: 10 losses
Gripen: 9 losses
Rafale: 8 losses
Eurofighter: 8 losses
F-22: 6 losses
Su-57: 3 losses
Tejas: 2 losses

Now the average losses per year since service began.

This is where the truth hits hard.

F-16: 14.3 per year
MiG-21: 9.1 per year
MiG-29: 7.1 per year
F-35: 2.9 per year
Su-35S: 0.9 per year
Su-57: 0.6 per year
Typhoon: 0.36 per year
Rafale: 0.33 per year
Gripen: 0.31 per year
F-22: 0.3 per year
Tejas: 0.22 per year

Tejas is statistically one of the safest jets ever built.
Not just in India.
Globally.

And yet, this is the jet people mock.

So what they really want?
They want outrage against Bharat.
They want to shout “India can’t build.”
They want to feed their colonial inferiority.
They want to attack anything proudly Indian.

A jet crash is tragic.
Always.
But it is normal in aviation.

Every nation loses jets.
Every air force accepts risk.
Every aircraft has failures.

An inquiry committee will investigate.
They will give the facts.

Until then, we should stop humiliating our own country.

Tejas is a miracle.
A generational leap.
A symbol of India standing on its own feet.
A machine built by Indian brilliance.

Very soon we will have our own engine too.

And if the empire loyal crowd can’t digest that?
We don’t care.

Stop mocking our engineers.
Stop sharing crash porn.
Stop pretending to care.
Stop cheering for failures of Indian innovation.

Because here is the truth.
Tejas didn’t crash Bharat.
Bharat crashed the colonial mindset.
And some people just can’t handle it.
Jai Hind 🇮🇳
Copied

[Devang Karani @devangkarani_99]

Need of the hour

[Rishi Bagree @rishibagree]

Indirect Taxes on following items

Items UPA Modi

Cement 30% 18%
Sanitary Pads 13% 0%
Paints 30% 18%
Footwear 18% 5%
Television sets 30% 18%
Refrigerator 30% 18%
Washing Mach 30% 18%
Restaurants 21% 5%
Detergent 30% 5%
Shampoo 30% 5%
Coffee 30% 5%
Toothpaste 30% 5%
Mineral water 28% 5%
Cosmetics 30% 5%
Fertilisers/Urea 12% 5%
Chocolates 30% 18%
Sweets 18% 5%
Plywood 30% 18%
Sanitary ware 30% 18%

[Ministry of Petroleum and Natural Gas #MoPNG @PetroleumMin]

📑Some articles/ reports in the media have raised concerns about the potential negative impact of 20% ethanol blending (E20) in petrol, particularly with regard to older vehicles and customer experience. These concerns, however, are largely unfounded and not supported by scientific evidence or expert analysis.

▶️International studies on the effect of using Ethanol-Petrol Blends on Mechanical, Energy and Environmental Performance of Vehicles through testing of carbureted and fuel-injected vehicles every 10,000 km during their first 100,000 km showed statistically no significant differences in power and torque generated and fuel consumption. Material compatibility and drivability tests by Automotive Research Association of India (ARAI), Indian Institute of Petroleum (IIP) and Indian Oil Corporation (R&D) have confirmed that legacy vehicles also showed no significant variations, performance issues or abnormal wear-and-tear when operated with E20. Moreover, E20 fuel passed hot and cold startability tests without any engine damage.

▶️Multiple concerns have been addressed as below:
🔹Fuel efficiency:- Ethanol, being lower in energy density than petrol, results in a marginal decrease in mileage, estimated at 1–2% for four-wheelers designed for #E10 and calibrated for #E20, and around 3–6% in others. This marginal drop in efficiency can be further minimized through improved engine tuning and use of E20-compatible materials, which leading automobile manufacturers have already adopted. In fact, the Society of Indian Automobile Manufacturers (SIAM) has confirmed that E20-compliant vehicles with upgraded components began rolling out from April 2023. Thus, the allegation that E20 leads to drastic drop in fuel efficiency is factually incorrect.

🔹Material corrosion:- Safety standards for E20, including corrosion inhibitors and compatible fuel system materials, are well established through BIS specifications and Automotive Industry Standards. Replacement of some rubber parts/ gaskets could be advised in certain older vehicles after prolonged use of say 20,000 to 30,000 kms. This replacement is inexpensive and easily done during regular servicing of the vehicle

🔹Environmental concerns:- Ethanol replaces petrol, a fossil fuel and reduces CO2 emissions. India’s ethanol blending programme is through feedstock diversification. Ethanol is increasingly being produced from not only sugarcane but also from surplus rice, maize, damaged foodgrains, and agricultural residues, especially under the push for second-generation (2G) biofuels. This makes ethanol blending not only technically viable, but environmentally sustainable as well. A study on life cycle emissions of ethanol done by Niti Aayog has assessed that GHG emissions in case of sugarcane and maize based ethanol use is less by 65% and 50%, respectively, than that of petrol.
🔹Benefits:
🔸Ride quality and vehicle performance: Ethanol has a higher octane number than Petrol (~108.5 vs. 84.4) which implies that ethanol-petrol blends have a higher octane number than traditional petrol. Therefore, the use of ethanol becomes a partial alternative for providing high-octane fuels (~95), required for modern high compression ratio engines providing a better ride quality. Vehicles tuned for E20 (having increased RON) deliver even higher performance. Ethanol is also characterized by having a higher heat of vaporization than petrol. This aspect makes the temperature of the intake manifold lower, which increases air-fuel mixture density, therefore increasing the engine’s volumetric efficiency.
🔸E20 blending significantly strengthens India’s energy security by reducing dependence on crude oil imports. In fact, since 2014-15 India has already saved more than Rs. 1.40 lakh crore in foreign exchange through petrol substitution. Ethanol blending supports the rural economy, with expeditious payment of over Rs. 1.20 lakh crore to farmers, thereby creating income and employment opportunities in the agricultural and biofuel sectors. #E20 blending has helped India reduce carbon dioxide emissions by 700 lakh tonnes, contributing to climate change goals.

▶️The claim that this transition is abrupt or poorly communicated does not align with the detailed rollout plans outlined in the Government of India’s Roadmap for Ethanol Blending in India 2020–25, available on the websites of #MoPNG and @NitiAayog since 2021. The implementation of E20 in India has followed a phased and widely consulted approach, involving coordination between ministries, vehicle manufacturers, fuel retailers, standards agencies etc.

▶️Thus, the narrative that #EthanolBlending in Petrol is harming vehicles or causing undue hardship to consumers is not based on real facts and lacks technical foundation. Ethanol blending is a forward-looking, scientifically supported, and environmentally responsible measure that brings multi-dimensional benefits to the nation.
@PMOIndia @HardeepSPuri @IndianOilcl @BPCLimited @HPCL @DDNewslive @PIB_India

[Devang Karani @devangkarani_99]

@MohiniWealth Export

[CA Sudhir Bheda @sudhir_bheda]

Retails lost 2 L. corres in 2 years in F&O

To protect small investors SEBI impsed all kinds of restrictions on small caps investment but wealth destruction road has no hurdles

History suggest that quality micro caps created real wealth in long term.

No one is born big.

[Kiren Rijiju @KirenRijiju]

When it comes to defending Bharat, We are not many, We are One. One mission. One message. One Bharat. #OperationSindoor #India #EkBharatShreshthaBharat

[ANI @ANI]

#OperationSindoor | The Republic of Azerbaijan expresses its concern over the further escalation of tension between the Republic of India and the Islamic Republic of Pakistan. We condemn military attacks against the Islamic Republic of Pakistan that killed and injured several civilians. Being in solidarity with the people of Pakistan, we express condolences to the families of the innocent victims and wish a speedy recovery to those who were injured. We call on all parties to exercise restraint and to resolve the conflict through diplomatic means: Ministry of Foreign Affairs, Republic of Azerbaijan.

[Devang Karani @devangkarani_99]

@unseenvalue Good Evening Sir

Please give details of Hyderabad Session if any.

Thanks

[Devang Karani @devangkarani_99]

@unseenvalue Sir, Hyderabad

[Amit Mishra @MeAmitMishra]

2025 will not be a repeat of 2008; advising clients to go very long on India: Jim Walker

https://t.co/1HZxjrd0Qr

[Gaurav Mahidhar @TheStoicG]

Tarrif's don't break the moat, they just showcase how strong it was in the first place. Go India go!!