Srinivasa Varma Kolukuloori

Chairman & Co-founder of Emanate Stock Trading company

[Tar ⚡ @itsTarH]

A good place to hunt for ideas before the start of an earnings season is to look at insider trade activity

Below are the companies above 1000cr market cap, where promoters bought their own stock in Q1FY27 ⤵️

Data via https://t.co/HiKrYMMzl8

[ValueEquity @EquityValueIn]

CDMO , the global trends , and tech stack shifting to Biologics and Cellular origin drug development ( led with proteins and peptides )

source: Bernstein

[Akash Chaudhary @Akash17971]

42 EXCELLENT SME & SMALL-CAP STOCKS TO STUDY, TRACK & RESEARCH 🔥🔥🔥

▪ Atlanta Electricals
▪ KRN Heat Exchanger
▪ Quality Power
▪ KSH International
▪ HFCL
▪ Shree Refrigerations
▪ Yash Highvoltage
▪ Danish Power
▪ Influx Healthtech
▪ POCL
▪ GMDC
▪ Aeroflex Industries
▪ TD Power Systems
▪ Syrma SGS Technology
▪ Aimtron Electronics
▪ Vintage Coffee
▪ Precision Wires
▪ JD Cables
▪ Msafe Equipments
▪ Jeena Sikho Lifecare
▪ Krishna Defence
▪ Senores Pharma
▪ Advait Energy
▪ Namo eWaste Management
▪ Anondita Medicare
▪ Airfloa Rail Technology
▪ Neetu Yoshi
▪ Park Medi World
▪ Yatharth Hospital
▪ KRM Ayurveda
▪ Apollo Micro Systems
▪ Sigma Advanced Systems
▪ ACME Solar Holdings
▪ Tenneco Clean Air
▪ Sansera Engineering
▪ S J S Enterprises
▪ Patil Automation
▪ Viviana Power
▪ Modern Insulators
▪ CMR Green Technologies
▪ Indo Count Industries
▪ Universal Cables

WHY IS IT IMPORTANT TO STUDY QUALITY SME & SMALL-CAP COMPANIES?
▪ Many of tomorrow's multibagger companies start their journey as SMEs and small caps before becoming mid-cap and large-cap businesses.

▪ These companies often operate in niche industries with large growth opportunities, capacity expansions, strong order books, and improving profitability.

▪ Tracking management commentary, execution, capital allocation, market share gains, and quarterly performance can help identify future leaders at an early stage.

▪ Studying high-quality businesses improves research skills and helps investors understand how successful companies scale over time.

▪ Consistent tracking of strong companies can help investors build a high-conviction watchlist and stay prepared when attractive opportunities emerge.

▪ The objective is not to buy every stock but to continuously learn, research, and track businesses that have the potential to create long-term value.

DISCLAIMER
The above list is shared solely for educational, learning, research, and tracking purposes. This is not a buy, sell, or hold recommendation. Please conduct your own research before making any investment decisions.

[Tijori @Tijori1]

Concall monitor now also tracks investor day events being held by some companies

For eg Coforge held a ~6hr business breakdown

[CNBC-TV18 @CNBCTV18Live]

One of #DixonTech's biggest bulls sees further legs to its growth outlook

@senmeghna

https://t.co/i0IiftEBul

[Business Standard @bsindia]

#MarketsWithBS | Aurionpro, Westlife, Aarti Ind among Anand James top stock picks today. Check details 👇

@Geojit_official #Stocks #stockmarket #sharemarket #TopStocks
https://t.co/3bP77AfC8l

[Business Today @business_today]

Why Vishal Mega Mart Could Benefit Despite E-Commerce Growth | Rakesh Vyas

#VishalMegaMart #RetailStocks #StockMarket #Investing #IndianMarkets #RetailSector #ECommerce #QuickCommerce #RakeshVyas #QuestInvestmentManagers

[Tijori @Tijori1]

companies with marketcap between 300 and 5000crs ,
pe < 35

and has guided for evenue cagr of more than 25% over next 3 to 5 years

[Vivek Mashrani, CFA @MashraniVivek]

🚨BREAKING: If you're not using Claude for investing, you're leaving serious alpha on the table.

Copy these 9 Technofunda AI prompts:

#Investing #StockMarket #TechnoFunda #TechnicalAnalysis #Claude #AI

[Raghav Wadhwa @raghavwadhwa]

I went through 75+ concalls so you wouldn't have to.
The full FY27 guidance map across 15 Indian sectors.

Renewables & Clean Energy
🔹Premier Energies: 3 to 4x revenue growth over 3 years
🔹Inox Wind: 1,500 to 2,000 MW annual execution in FY27 to FY28
🔹Sarda Energy & Minerals: 20%+ growth over 3 years
🔹Waaree Renewable Tech: 30 to 40% growth
🔹Suzlon Energy: 4,000+ MW order book
🔹JSW Energy: targeting 20 GW by 2030
🔹Waaree Energies: targeting 20+ GW

Data Centers
🔹KRN Heat Exchanger: 60% growth in FY27
🔹Aeroflex Industries: 35% growth in FY27
🔹Netweb Technologies: 35 to 40% revenue growth, 13 to 14% EBITDA margin over next 2 years

Pharma & Healthcare
🔹Poly Medicure: 25% revenue growth, ₹2,300 to 2,400 Cr in FY27
🔹Senores Pharma: 50 to 60% PAT growth in FY27
🔹Sai Life Sciences: 15 to 20% revenue growth in FY27
🔹Cupid: 70% PAT growth in FY27
🔹Beta Drugs: 20 to 25% revenue growth in FY27
🔹Kwality Pharma: 50% PAT growth in FY27

Power Transformers
🔹Transformers and Rectifiers India: 40%+ growth over 3 years
🔹Danish Power: 20 to 25% growth over 3 years
🔹Supreme Power Equipment: 50% growth over 2 years
🔹Hitachi Energy India: strong multi-year HVDC and grid modernisation opportunity
🔹Atlanta Electricals: 40% growth over 2 years
🔹Shilchar Technologies: 20%+ growth over 2 to 3 years
🔹TD Power Systems: 30% growth in FY27

EMS & Electronics
🔹Aimtron Electronics: 40 to 50% revenue growth in FY27
🔹Netweb Technologies: 30 to 35% growth in FY27
🔹Rashi Peripherals: 20% revenue growth in FY27
🔹Avalon Technologies: 24 to 27% growth in FY27
🔹Kaynes Technology: strong multi-year growth opportunity
🔹GNG Electronics: 25% revenue growth in FY27
🔹E2E Networks: hyper growth phase, no specific guidance

Power Capital Goods
🔹Yash Highvoltage: 50 to 70% in FY27, 40 to 42% CAGR over 4 to 5 years
🔹Quality Power Electrical Equipments: 15 to 20% in FY27, 50% in FY28
🔹Genus Power Infrastructures: 33%+ growth in FY27
🔹Apar Industries: 15 to 20% CAGR over 3 to 5 years
🔹Synergy Green Industries: 33% revenue growth in FY27
🔹Skipper: 30% PAT growth in FY27

Defence
🔹Data Patterns India: 20 to 25% revenue growth, order book ~₹1,868 Cr
🔹Krishna Defence and Allied: 30 to 40% growth over next few years
🔹Solar Industries: 42% revenue growth in FY27
🔹Zen Technologies: 50%+ growth over 2 years
🔹MTAR Technologies: 80% ±5% growth in FY27

Recycling & Waste Management
🔹Gravita India: 35% revenue growth in FY27
🔹Namo eWaste: 40 to 50% growth
🔹Tinna Rubber: 25%+ growth
🔹Baheti Recycling: 30 to 35% growth
🔹Antony Waste: 20%+ growth
🔹Sunlite Recycling: 20%+ growth

Cables, Wires & Pipes
🔹Man Industries: 40 to 55% revenue growth, ₹5,000 to 5,500 Cr in FY27
🔹RR Kabel: 16 to 18% volume growth in FY27
🔹KEI Industries: 20%+ growth in FY27 and over 3 to 5 years
🔹HFCL: 20 to 25% growth in FY27
🔹Welspun Corp: 20% revenue growth, ₹20,000 Cr in FY27
🔹V-Marc India: 40%+ growth in FY27 and over 2 to 3 years

FMCG & Consumption
🔹ADF Foods: 35 to 50% revenue growth, ₹925 to 1,000 Cr in FY27
🔹Bazaar Style Retail: 25% revenue growth in FY27
🔹Hindustan Foods: 35 to 50% PAT growth, ₹200 to 220 Cr PAT in FY27

Aerospace
🔹Rossell Techsys: 80 to 90% revenue growth in FY27
🔹PTC Industries: long-term aerospace and defence alloy growth opportunity
🔹Azad Engineering: 25 to 30% growth over next few years

Finance & Digital Platforms
🔹Pine Labs: 21 to 23.5% revenue growth in FY27
🔹Anand Rathi Wealth: 25% growth
🔹Northern Arc Capital: 22 to 25% growth

Chemicals & Specialty
🔹Acutaas Chemicals: 25% growth in FY27 and over 3 years
🔹Neogen Chemicals: 40%+ growth over 3 to 4 years
🔹Pondy Oxides and Chemicals: 20%+ growth over 4 years
🔹Krishana Phoschem: 35 to 40% growth in FY27
🔹Stallion India Fluorochemicals: 30 to 35% growth in FY27

Railways
🔹Ramkrishna Forgings: 80 to 85% capacity utilisation in FY27
🔹Airfloa Rail Technology: 50% growth over 2 years
🔹RITES: 15 to 20% steady growth
🔹Frontier Springs: 30%+ growth over 2 years

Logistics
🔹Shadowfax Technologies: 27 to 30% growth
🔹Zinka Logistics: 30%+ growth

Water Management
🔹Enviro Infra Engineers: 35 to 40% growth
🔹VA Tech Wabag: 20%+ growth

🔖Bookmark it. Earnings season will tell you who delivers and who blinks.

📌Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only.

[CNBC-TV18 @CNBCTV18Live]

#BlockDeal | Block Deal In #PineLabs;

#MadisonIndia Opportunities Sells 2.2% Stake In Co For ₹357 Cr

[Punit @punitbansal14]

Darolutamide | Prostate Cancer | CDMO Intermediate Efficiency

📸1: Global Nubeqa (Darolutamide) Sales (Q1FY21 to Q1FY26)

📸2: Why can two CDMOs quote a 2.6x price difference for the SAME product?

Acutaas Chemicals vs Navin Flourine Manufacturing Cost (%) FY17 to FY25

📸3: Efficacy of Darolutamide vs Peer drugs (Ref: Kotak Institutional Equities for Acutaas Chemicals)

[Raghav Wadhwa @raghavwadhwa]

FIIs have sold Indian equities worth over ₹2 lakh crore in 2026.

Despite this selling pressure, FIIs increased their stake in these 20 companies during the recent quarter.

1. Acutaas Chemicals Ltd
🔸FIIs Holding: 19.48%
🔸Change in FII Holding⬆️: 2.81%

[Business Standard @bsindia]

Iran has 'no trust' in the United States and will take part in talks with Washington only if the US is serious, Iranian Foreign Minister Seyed Abbas Araghchi said in New Delhi during the Brics foreign ministers’ meeting.

Details: https://t.co/FtVEq3vJW0

#AbbasAraghchi #Iran #IranWar‌ #USIran #Brics | @amansahu_IND

[Kawsar @Kawsar_Ai]

GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL.

No more $24,000/year subscriptions.
Claude just turned my laptop into a private quant analyst.

Here are 07 prompts to build your own hedge fund at home ↓

[Srinivasa Varma Kolukuloori @harivasu3]

RT @business_today: #Breaking

HL: ₹23,649 crore relief: DoT trims Vodafone Idea's AGR dues, allows staggered payment till FY41

•Govt revi…

[Kshitij Mishra | AI & Tech @DAIEvolutionHub]

SHOCKING: 99% people using Claude are barely scratching the surface.

Right now, the entire internet is screaming “Claude, Claude, Claude”...
But here’s the truth: just chatting with it won’t change your life.

To unlock its real power, you need to master:
• agentic workflows
• Claude Code
• skills, automation & system-level usage

I spent 100+ hours researching and compiled the best Claude resources from across the entire internet — videos, repos, guides, books, and papers.

I’ll give it to only 4,500 people.

To get it:

1. Follow me MUST (so i can dm)
2. Comment “Claude”
3. I’ll DM you the document 📩

If you don’t follow or comment, you won’t receive it

[Aditya Garg 🇮🇳 @Garg_Aditya_]

India’s Data Centre boom is NOT just a tech story, it’s an infrastructure mega-cycle.

I mapped the full 4-Layer Stack:
1️⃣ Grid & Power (The Fuel)
2️⃣ Cooling & EPC (The Shell)
3️⃣ Hardware (The Brains)
4️⃣ Cloud (The Value)

40 Stocks. 1 Image.
Save this breakdown. 👇

[Hasan @Ubermenscchh]

BREAKING: Claude is a monster for market research.

I reverse-engineered how top teams at McKinsey, Goldman Sachs, and JP Morgan actually use it.

The gap is massive.

Here are 10 high-impact Claude prompts they’d rather you didn’t have (save this).

[ET NOW @ETNOWlive]

#WATCH | Anthropic Opens First India Office In Bengaluru As AI Impact Summit Kicks Off

AI startup Anthropic has launched its first India office in Bengaluru, coinciding with the start of the India AI Impact Summit, and announced new partnerships with local firms across key sectors as its AI model Claude sees rising adoption in the country

@davemansi145 shares details

#Anthropic #ClaudeAI #Bengaluru #AIImpactSummit #ArtificialIntelligence #IndiaTech