millionaire modi

doctor by profession
Passionate about long term investment
stock market investor
mutualfundAdvisor
NOTSEBIREGISTERED
EDUCATIONALPURPOSEONLY

[Er. Vipin @Er_Vpin]

🚨 99% of investors will NEVER own a 10X stock.

Not because they lack knowledge.

Because they're looking in the wrong places.

They chase:

❌ Low P/E stocks
❌ High dividends
❌ "Cheap" valuations
❌ Hot tips on TV

Meanwhile, the biggest wealth creators quietly keep compounding.

Think about it:

📈 Titan
📈 Bajaj Finance
📈 Astral
📈 Dixon
📈 Trent
📈 Page Industries

None looked cheap during their biggest runs.

The formula was always the same:

✅ Earnings Growth
✅ Market Share Gains
✅ Strong ROCE
✅ Massive Industry Tailwinds
✅ Long Runway for Growth

The next decade's wealth creators may emerge from:

🤖 AI, Data Centers & Digital Infrastructure
🛡️ Defence & Aerospace
⚡ Energy Transition
🚁 Drones & Autonomous Systems
🏗️ Infrastructure & Manufacturing
🧪 Specialty Chemicals
💊 Healthcare & Life Sciences

🔥 Stocks worth tracking closely:

🛡️ Defence
• HAL
• Data Patterns
• Zen Technologies
• Paras Defence
• Astra Microwave

🤖 AI & Data Centers
• Netweb Technologies
• Anant Raj
• Techno Electric
• Black Box

⚡ Energy Transition
• Praj Industries
• Waaree Energies
• Inox Wind
• KP Energy

🏗️ Manufacturing & Infra
• Power Mech Projects
• KEC International
• Kalpataru Projects
• Apar Industries
• CG Power

🧪 Specialty Chemicals
• Neogen Chemicals
• Clean Science
• PI Industries
• SRF

💊 Healthcare
• Sai Life Sciences
• KIMS
• Narayana Health

🌟 Dark Horses
• Shilchar Technologies
• TD Power Systems
• Yasho Industries
• Uniparts India
• EMS Ltd
• Skipper
• Gensol? (only if execution improves)
• Jyoti CNC Automation

Now here's the power of compounding:

₹1 Lakh invested at:

📈 20% CAGR = ₹6.2 Lakh
📈 25% CAGR = ₹9.3 Lakh
📈 30% CAGR = ₹13.8 Lakh

Most investors spend their time searching for the cheapest stock.

The biggest winners spend their time searching for the fastest-growing business.

💡 The next Titan is already listed.
💡 The next Dixon is already scaling.
💡 The next 10X stock is hiding in plain sight.

The question is:

Which stock on this list will surprise everyone by 2036? 🚀👇

♻️ Repost if you're hunting for India's next multibagger.

#MultibaggerStocks #IndianStockMarket #SmallCaps #Investing #Nifty #StockMarketIndia #WealthCreation #DefenceStocks #AI #DataCenter #MakeInIndia #PowerSector

[Kaustubh Yeole @KaustubhYeole]

🚨 Most Investors Know These Paint Companies 👇

🔹 Asian Paints

🔹 Berger Paints

🔹 Kansai Nerolac

🔹 Indigo Paints

But very few ask:

Who supplies the raw materials that make paints possible? 👀

Interesting businesses operating in that ecosystem:

🧪 Atul Ltd

🧪 Vinati Organics

🧪 Fine Organic Industries

🧪 Aarti Industries

🧪 Deepak Nitrite

The biggest opportunities often sit one layer below the brands everyone knows.

📌 Save this list.

#IndianStockMarket #Chemicals #Investing

[Intrinsic Compounding @soicfinance]

The Indian battery chemicals value chain, and the FEOC bet sitting underneath it 🔋

First, the cost breakdown of a li-ion cell (BOM):

Cathode: 30 to 40% of cell cost, the most expensive piece. This is where the LFP vs NMC fight plays out.

Anode: 10 to 15%, mostly graphite today, with silicon slowly creeping in.

Electrolyte: only 6 to 10% of cell value, but the part everyone underrates.

The rest: separator, copper and aluminium foils, binders, conductive carbon and casing.

The electrolyte itself has three layers:

Solvents (organic carbonates): the bulk of the volume.

Lithium salt (mainly LiPF6, with LiFSI as the premium option): the hardest piece to actually manufacture.

Additives (VC, FEC and others): a tiny fraction of volume, but punch way above their weight on cycle life, safety and margin.

Now the players, mapped to where they sit:

Cathode and anode: Himadri (HSCL) on LFP cathode plus silicon anode via its Sicona stake, and Epsilon Carbon on synthetic graphite and carbon black.

Iron phosphate (the LFP precursor): Sudeep Pharma.

Formulated electrolyte: Gujarat Fluorochemicals and Neogen Ionics.

Electrolyte salt (LiPF6): Neogen via the Morita JV, and GFL.

Electrolyte additives: Acutaas (the old Ami Organics), the first additive maker outside China.

-Now the actual bet these cos are making is on FEOC which stands for Foreign Entity of Concern, a US rule that decides whether an EV qualifies for the clean-vehicle tax credit.

-Battery components from a covered nation were banned from 2024, processed critical minerals from 2025. The covered list is China, Russia, North Korea and Iran, but in reality this is about China.

-Electrolyte salts, additives and anode graphite got a temporary pass because they're hard to trace, but that exemption runs out at the end of 2026.

-From 2027, supply chains have to move to non-FEOC suppliers, and international customers are already shifting through this year to get ahead of it. China still dominates LiPF6 and electrolyte, so this is a real scramble.

Essentially, it's a regulatory arbitrage. Otherwise, these chemicals are over supplied in the world from China. Lets see what happens to their margins as the capacities start commissioning from FY27 end to FY28.

[millionaire modi @dr_tejash]

@SakshamBherani WHOLE GROUP IS GOOD ALREADY CREAT WEALTH FOR ME

[Attentive investor @stockmarket8058]

30 Themes = 150 Stocks Series Begins🚀

💥10 Emerging THEMES = 5 Best Stocks in Every THEME .

[PART - 1 ]50 Stocks to Watch 📌.

Suggest best stocks in these theme comment below ⬇️.

A MEGA Thread 🧵⬇️🧵⬇️

[The Microcap Investor @InvestInMicro]

🚨The Revenue Grew 49%. The Order Book Grew Over 900%. Guess Which Number Matters More?🤔

A Thread 🧵

[The Microcap Investor @InvestInMicro]

Vande Bharat, Defence, Aerospace… This Small Company Is Quietly Building Across All Three.✅

A Thread 🧵

[CA Vivek Khatri @CaVivekkhatri]

𝗜𝗻𝗱𝗶𝗮’𝘀 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗿𝗲 𝗯𝗼𝗼𝗺 ₹𝟭,𝟵𝟬,𝟬𝟬𝟬 𝗰𝗿𝗼𝗿𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝗯𝘆 𝟮𝟬𝟯𝟬🔥📈

𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗧𝗵𝗲𝗺𝗲 𝗦𝘁𝗼𝗰𝗸𝘀👇

1) IT Hardware / AI Servers
- Netweb Technologies India
- Syrma SGS Technology
- HFCL

2) Power Infrastructure
- Hitachi Energy India
- Siemens India
- ABB India
- CG Power and Industrial Solutions
- Cummins India
- Kirloskar Oil Engines
- Schneider Electric Infrastructure

3) Cooling Systems
- KRN Heat Exchanger and Refrigeration
- Amber Enterprises India
- Thermax
- Kirloskar Brothers

4) Building & Civil
- KEC International
- Kalpataru Projects International
- Capacite Infraprojects
- PSP Projects
- Man Infraconstruction

5) Wires & Cables
- Polycab India
- KEI Industries
- R R Kabel
- Universal Cables
- Sterlite Technologies

Bookmark this list📌

Educational purpose only. Not a buy/sell recommendation.

Any more stocks to add❓
#trading #investing

[Advait Arora @WealthEnrich]

Many a times the smartest signal is not on the price chart or any trend.
It is hidden in who is buying & who keeps buying.
When Promoters + FIIs + DIIs all lean the same way, it is certainly worth asking 'why' & dig deeper for more understanding & clarity.📈

[BIKRAM MONDAL @bmondal1308]

🚀 Companies with Strong Management Growth Guidance

🔥 50%+ Growth Guidance

MTAR Technologies – 80%+ growth in FY27

Rossell Techsys – 80%+ growth in FY27

Sedemac Mechatronics – 200% revenue growth targeted for FY27

Zen Technologies – 50%+ growth for next couple of years

Airflo Rail Technology (SME) – 50% growth for next 2 years

Supreme Power Equipment (SME) – 50% growth for next 2 years

Shilpa Medicare – 40–50% formulation revenue growth in FY27

Aimtron Electronics – 40–50% revenue CAGR for FY27–FY29

Apollo Micro Systems – 40–50% revenue CAGR over next 3 years

Namo eWaste (SME) – 40–50% growth for next 2 years

---

⚡ 40–50% Growth Guidance

Atlanta Electricals – 40%+ for next 2 years

Macfos – 40%+ for next 2–3 years

Effwa Infra (SME) – 40% for next 2 years

Transformers & Rectifiers India (TARIL) – 40%+ for next 3 years

Neogen Chemicals – 40%+ for next 3–4 years

Enviro Infra Engineers – 35–40% for next 4–5 years

Netweb Technologies – 35–40% revenue growth in FY27

Yasho Industries – 35–45% volume growth in FY27

Viyash Scientific – ~40% CDMO growth in FY27

---

📈 30–40% Growth Guidance

Deep Industries – 30–35% growth in FY27 & FY28

Zinka Logistics (BlackBuck) – 30%+ growth for next few years

Sky Gold & Diamonds – 30–35% for next 4 years

Sarda Energy – 30%+ for next 3 years

Oswal Pumps – 30–35% for next 2–3 years

Gravita India – 30–35% PAT growth CAGR

Frontier Springs – 30%+ growth for next few years

Senores Pharma – 30–40% revenue growth in FY27

Aeroflex Industries – 35% growth in FY27

Syrma SGS – 35% revenue growth guidance

Krishna Defence – 30–40% growth for next few years

---

📊 20–30% Growth Guidance

Denta Water – 25–30% for next 3 years

Anand Rathi Wealth – 25% for next few years

Azad Engineering – 25–30% for next few years

Shakti Pumps – 25–30%+ for next 2–3 years

KEI Industries – 20%+ for next 3–5 years

Va Tech Wabag – 20%+ for next 3–4 years

EMS Ltd – 20%+ for next 2–3 years

EPACK Prefab – 20%+ for next few years

Pondy Oxides & Chemicals – 20%+ for next 4 years

Baheti Recycling (SME) – 30–35% for next 2 years

Sunlite Recycling (SME) – 20%+ for next 3–4 years

Tinna Rubber & Infrastructure – 25%+ for next 2 years

Antony Waste Handling Cell – 20%+ for next few years

Shilchar Technologies – 20%+ for next 2–3 years

Danish Power (SME) – 20–25% for next 3 years

BLS International – 20–25% for next 5 years

Acutaas Chemicals – 25%+ for next 3 years

HFCL – 20–25% growth guidance with margin expansion

Wakefit Innovations – 20%+ revenue growth in FY27

Shivalik Bimetal Controls – 20–30% revenue growth in FY27–28

KKDL – 20% revenue CAGR

CSB Bank – 25% loan growth in FY27

Inox India – 18–20% growth guidance for FY27

These are companies where management is openly guiding for sustained high growth over the next 2–5 years, making them worth tracking alongside execution, margins, order book growth, and capital allocation.

[Ankush Prajapati @Mf360WW]

India is no longer just a consumption story it is becoming a global investment powerhouse. 🇮🇳

From record retail participation and rising SIP culture to massive infrastructure expansion, manufacturing growth, digital transformation, and strong FDI inflows, India’s investment ecosystem is entering a new era of structural growth.

Key Highlights:
• GDP projected to grow at 7.6% in FY26
• FDI inflows crossed US$ 1.14 Trillion
• Demat accounts surpassed 21.6 Crore
• SIP investors crossed 11 Crore
• Strong momentum in Manufacturing, AI, Fintech, Infrastructure & Green Energy

#IndiaGrowthStory #InvestInIndia #IndianEconomy #FDI #MutualFunds #Infrastructure #FinancialMarkets

Data Source: IBEF

[Shail Bhatnagar @shail_bhatnagar]

26/5/26
NIPPON INDIA TAIWAN EQUITY FUND
NAV: `39.71/unit
AUM: 1,140 cr.
Launch: DEC 2021
Return since Launch 36.7 % CAGR
4 yr SIP of `10,000/M is now `18.50 lakhs. 75 % CAGR
No. of Stocks: 31
Portfolio P/B: 13
Portfolio P/E: 64
Top Equity Holdings:
CHROMA ATE, WINWAY TECH, MPI, MEDIATEK, DELTA ELECTRONICS
ACCTON TECH, GCS HOLDINGS, ELITE MATERIAL, ASPEED TECH

[Pankaj Jain SEBI RESEARCH ANALYST @EyeOn_Trade]

Here is a curated list of companies with strong management guidance. 📈

Please do your own research & verify before using this data.
There may be errors or changes possible in the information shared. Markets are subject to risk. 🚨

[ValueEquity @EquityValueIn]

India's EV & Battery Value Chain

[Short To Mid Term @ShortTermStock1]

Powering India’s Growth – India’s power demand is surging, and the backbone of this transformation lies in Transmission & Distribution (T&D) 🚀

1. Transrail
2. Yash Highvoltage
3. Quality Power
4. Atlanta Electricals
5. Rajesh Power
6. Viviana Power
7. Shilchar
8. Vikran Engineering
9. TD Power
10. Pace Digitek
11. Advait Energy
12. Techno Electric
13. Supreme Power
14. ACME Solar
15. Danish Power
16. Genus Power
17. Kalpataru Projects
18. KEC International

[Anirban Manna @AnirbanManna10]

📌Solar #Cell Manufacturing Companies in India (Total 16 company as of the end of April 2026)

Rankings (Large to Small)🔽

1⃣FS India Solar Ventures Private Limited (01)
2⃣TP Solar Limited (02)
3⃣Mundra Solar Energy Limited (03)
4⃣Mundra Solar PV Limited (04)
5⃣Premier Energies Photovoltaic Private Limited (05)
6⃣Waaree Energies Limited (06)
7⃣Renew Photovoltaics Private Limited (07)
8⃣Emmvee Energy Private Limited (08)
9⃣Premier Energies International Private Limited (09)
🔟Jupiter International Limited (10)
1⃣1⃣Websol Energy System Limited (11)
1⃣2⃣Tata Power Renewable Energy Limited (12)
1⃣3⃣Evervolt Solar Technology India Private Limited (13)
1⃣4⃣Fujiyama Power Systems Limited (14)
1⃣5⃣Jupiter Solartech Private Limited (15)
1⃣6⃣Renewsys India Private Limited (16)

[abhay jain @abhayjainp]

J curve companies that can double their PAT in next 2-3 years

[Sunil Gurjar, CFTe @sunilgurjar01]

Data Centre Boom in India: Complete Ecosystem Playbook

India’s data centre story isn’t about one sector — it’s a full ecosystem in action:

1. Power (to run everything)
NTPC, Adani Power

2. Equipment (to build the setup)
Bharat Bijlee, TARIL, Shilchar

3. Batteries (backup power)
Exide, Amara Raja

4. Internet & Connectivity
Tata Comm, HFCL

5. Servers & Cloud (actual data storage)
Netweb Tech, E2E Network, Dynacons, Blackbox

6. Wires & Cables (to connect systems)
Sterlite Tech, Apar Industries

7. Cooling (to prevent overheating)
Amber Enterprises

8. Support & Services
Aurionpro, Rashi Peripherals, Sumit Research, Valiant Communication

9. Key Components
KRN Heat Exchanger

Simple logic:
No power = no data centre
No cooling = system fails
No connectivity = useless

[Abhishek Nikam @SailorTrader03]

Spent time mapping the Power Cycle—here’s what’s actually standing out ⚡
Real money is in bottlenecks: #YashHighvoltage, #QPower, #ShilcTech — fewer players, better margins
Renewables push is real: #Danish quietly riding solar capex
Big names = strong order books: #Taril, #Siemens
Steady niche players: #Voltamp, #HBLengine
Simple takeaway: this cycle isn’t about owning everything — it’s about owning what others can’t easily replicate.
#PowerSector #EnergyTransition #CapexCycle #InfraGrowth #Renewables #StockMarketIndia #Multibagger #Investing #IndiaGrowth #EquityResearch #Smallcap #Midcap #LongTermInvesting #Alpha

[Short To Mid Term @ShortTermStock1]

DATA CENTERS ARE THE BACKBONE OF THE AI ERA📊🔥

🏗 1️⃣ Physical Infrastructure & Real

🔷Estate Developers
🔷DLF
🔷Brigade Enterprises
🔷L&T (Larsen & Toubro)
🔷TLA Hinjawadi

⚡ 2️⃣ MV Power Distribution
♦️GE Vernova
♦️ABB
♦️Hitachi Energy
♦️Siemens
♦️Schneider Electric

🔋 3️⃣ Backup Power
💠Kirloskar Pneumatic
💠Greaves Cotton

☁ 4️⃣ Cloud & Managed Services
🌟Tata Consultancy Services (TCS)
🌟Tata Communications
🌟Sify Technologies

🔌 5️⃣ Power Generation, Transmission & ♨️Grid Integration
♨️Adani Energy Solutions
♨️Tata Power
♨️Techno Electric & Engineering

🔗 6️⃣ LV Power Distribution (Wires & Cables)
👑KEI Industries
👑Polycab India
👑Schneider Electric
👑Havells India

🌐 7️⃣ Network & Connectivity
⛓️‍💥Bharti Airtel
⛓️‍💥Reliance Jio
⛓️‍💥RailTel Corporation

🔐 8️⃣ Security Systems
🔑Quick Heal Technologies
🔑SecurKCO
🔑SecureKnight

❄ 9️⃣ HVAC Solutions
⚡Kirloskar Pneumatic
⚡Voltas
⚡Blue Star
⚡Trane Technologies
⚡Exide Industries

🖥 🔟 Server Cabinets / IT Infrastructure
🔌Black Box
🔌STL (Sterlite Technologies)
🔌HCL Technologies
🔌Redington
🔌Apar Industries
🔌Netweb Technologies

🏢 1️⃣1️⃣ Building Automation
🖲️Honeywell
🖲️Johnson Controls
🖲️Hitachi

🔋 1️⃣2️⃣ Uninterruptible Power Systems (UPS)
🔋Amara Raja Energy
🔋HBL Power Systems
🔋Exide Industrie

Dis - Not Buy Sell Reco ✅