Shyam Tiwari

Software Engineer | Stocks!

[Normal Guy @Normal_2610]

Shadowfax made ₹1,358 Cr in revenue this quarter, 65% more than same quarter last year, Profit jumped from ₹8 Cr to ₹65 Cr, roughly 8 times higher

Operating profit margin went from 3% to nearly 7% in just 12 months. Company has now grown revenue over 60% for 5 quarters in row. Since IPO in January 2026, stock is up 128%. ICICI Prudential Mutual Fund raised its holding, showing institutional confidence.

Meanwhile Flipkart sold down its stake after lock in period ended, reducing position from around 7% to under 2%

Shadowfax has grown its share of India ecommerce 3PL delivery market from 8% in FY22 to about 27 to 29% now. In quick commerce outsourcing, it holds over 50% share among 3PL players. What makes it different from others is range.

It delivers for ecommerce, quick commerce, food platforms, and even provides riders for ride hailing apps. Together with Delhivery, these 2 companies handle most of organized express and quick commerce deliveries, invoicing ₹14,700 Cr of roughly ₹21,000 Cr total market size

India online shopping is still very early, only 7 to 8% of total retail spending happens online. Ecommerce value is expected to grow 20 to 25% per year through FY30. Quick commerce companies like Blinkit and Zepto outsource 12 to 15% of deliveries to 3PL firms, and that share keeps rising.

Shadowfax is building 100 dark stores for specialized fast deliveries in fashion, pet products, and spare parts. Its heavy cargo business crossed ₹75 Cr annualized revenue and reached 10,000 pin codes ahead of schedule

[संdeep @_beingsandip]

Marine Electricals: ET dealer-room check suggests big funds are buying into the company.

Volumes have surged nearly 30× the 20-day average.

#MarineElectricals

[we will grow together @Valivetimrl]

Interesting company which has disappointed for ages could be turning around
Management frames FY26 as "the beginning of transition, " with the coming years focused on commercializing, The MD's stated outlook:
"The Company will focus on improving asset utilization across existing assets, operationalizing facility following approvals, selectively expanding institutional supplies, scaling oncology business and converting export registrations into recurring revenues."
The company now operates under two core verticals — its foundation API/intermediates business and a formulations business — with emerging specialty platforms (peptides, oncology, CNS, nutraceuticals, CDMO) that form the bulk of its forward growth story.

Real story starts reflecting in fy28
Mcap 1000 crores - can be a 2000 cr mcap in fy28

[संdeep @_beingsandip]

My current high-conviction portfolio holdings, ranked by allocation:

1. Aimtron Electronics
2. HBL Engineering
3. Marine Electricals
4. Syrma SGS
5. AXISCADES Technologies
6. Apollo Micro Systems
7. Cyient DLM
8. Unimech Aerospace
9. Sasken Technologies
10. ideaForge Technology
11. Cyient
12. Tata Technologies
13. Avantel
14. Tejas Networks
15. Supreme Power Equipment
16. TMPV
17. Tempsens
18. Shivalik Rasayan

I will continue to review the investment thesis, valuation and business developments across these holdings.

Not a buy/sell recommendation. Do your own research.

[alphaaffairsf2f @alphaaffairsf2f]

Dont forget this about Shree ref

[Prem Doshi 🇮🇳 @StocksResearch]

INDOMIM 1163.60 upper circuit.

[TheAlpha10X @TheAlpha10X]

Watchlist for Shopping in the DIP ✅

63 Stock: High Growth+ High Quality 🔥

Shilpa Medicare
Netweb Technologies
Aeroflex
Venus Remedies
TD Power
Sky Gold
MTAR Technologies
Manorama Industries
E2E Networks
Quality Power Electrical Equipments
Azad Engineering
Syrma SGS
Neuland Laboratories
Shadowfax
GNG Electronics
Accent Microcell
HFCL
Sai Life Sciences
KRN Heat Exchanger
Apollo Micro Systems
Sterlite Tech
CG Power
Marksans Pharma
Yash Highvoltage
Avalon Technologies
Fineotex Chemical
Black Box
Senores Pharmaceuticals
Data Patterns
Kwality Pharma
Rossell Techsys
Man Industries
Balaji Amines
Unimech Aerospace
Sudeep Pharma
V-Marc India
Fredun Pharmaceuticals
MV Electrosystems
JG Chemicals
Morepen Laboratories
Innova Captab
VA Tech Wabag
Welspun Corp
Hy-Tech Pipes
IOL Chemicals & Pharmaceuticals
SMS Pharmaceuticals
IZMO
Power Mech Projects
Sakar Healthcare
Raymond
Advait Infratech
KMEW
Ind-Swift
Birla Cable
Universal Cables
KSH International
Marine Electricals
Shree Refrigeration
Inox India
Omnitech
Stallion India
Accutase Chemicals

[TheAlpha10X @TheAlpha10X]

15 High Quality Stocks I recently discussed & analysed in detail 🔥

Shadowfax
Fineotex Chemical
Data Patterns
Rossell Techsys
Sudeep Pharma
Fredun Pharmaceuticals
MV Electrosystems
JG Chemicals
VA Tech Wabag
Welspun Corp
Sakar Healthcare
Advait
KMEW
Ind-Swift
Omnitech

[Shiladitya @shiladitya4u]

Weekly Price-volume gainers (Sep 14-Sep19, 2026)
.......................
Venus Pipes
Yatharth hospitals
Sambhv Tubes
GMM Pfaudler
Avalon Technologies
Syrma SGS
Macpower CNC
Rossell Techsys
Grauer and Weil
STL Networks
EMudhra
Spice Lounge Food
Talbros Automotive
Tega
Industries
Quadrant Future Tek
NPST
CFF Fluid control
Foseco
Filatex
Aegis Vopak
Jindal Poly
Indo Rama Synthetics
.....................
This is just a screening list, not a recommendation or investment advice. Do your own due diligence before investing
.....................

[TheAlpha10X @TheAlpha10X]

Kalyani Cast-Tech

It's probably first company in Indian Stock Market which is talking about a huge 26X Revenue Growth in 7-8 years.

Such Huge Growth aspiration! Mind-blowing 🔥

@Alchemist1320 sir is also invested in this company.

He is one of the most sensible voices on X.

[Rajeev Desai @rajuidesai]

Ameya Precision is making ATH...143!!
That is Multiyear Breakout..
Remained v strong through out the Bear Market... Barely remained below 100....
Experts here find Multiyear Breakout stocks so they can invest, my stocks become Multiyear Breakout..
Is it hard to understand why it is moving before Sep qr result?
What to do with it, have I to write?
No need for new stocks...!!

[Samisosa @samisosa1234]

Stocks to study :
1. JG Chem
2. Shanti Gold
3. Shree Ref
4. Anawil
5. Avience
6. Purple United
7. Vivid
8. Indo SMC
9. Pitti Eng.
10. Steel Strips
11. Felix
12. SJ Logistics
13. Kwality Pharma
14. VPAL

Disc : No Buy/Sell Advice . Do your DD please

[ishmohit @ishmohit1]

You get what you compound for. Neuroplasticity is such an epic concept. Whatever we repeat is what we become. Repeat excellence and become excellent.

Spend your time very carefully. Your daily routine decides the long term outcome eventually.

Daily actions create habits

Goodnight on this note

[alphaaffairsf2f @alphaaffairsf2f]

No to
❗️FnO,
❗️MTF Leverage
❗️Loans

Negligible
🌟Scuttlebutt
🌟Management meets
🌟Subscriptions

Using free
https://t.co/TVRijhvsRv
https://t.co/ovhM5qXozT

Yes to
🟢Fundamentals
🟢Price volume action
🟢Learning daily
🟢Consistency and dedication

Thats it

Just plain pure investor mindset with some Tadka of trading

Investing is simple but not easy

[Reads with Ravi @readswithravi]

A peak life advice from James Clear:

“You are not your grand plans. You are your daily patterns.”

[Suresh K @SureshKBN]

What Do I Mean by "Listening to the Market"?

To truly understand the market, we need to identify its strengths and key movements. But how can we achieve this? Here are some practical ways to tune into market signals:

52-Week Highs
Monitor stocks reaching their 52-week highs. This often highlights strong momentum and stocks with potential.
https://t.co/vIF6IleOJX

Top Gainers of the Day
Reviewing the top gainers can provide insights into which stocks or sectors are performing well on a daily basis.
https://t.co/04IlwyHRsU

Check Daily Gainers on TradingView
Unusual Volumes
Look for stocks showing unusually high trading volumes, which may signal increased investor interest or significant news.
https://t.co/td9GEQqbrz

MarketSmith India’s Blue Dot List
Use resources like MarketSmith India’s blue dot list to identify growth stocks or emerging opportunities.

The critical question to ask is:
What’s driving the price action? Is it based on rumors, narratives, fundamental shifts, or post-earnings announcement drift (PEAD)?

A Flexible Approach

It’s essential not to formalize these observations into a rigid framework or process. Instead, interpreting market signals requires a solid understanding of:

Fundamental Analysis (FA)
Technical Analysis (TA)
Valuations
Real-world experience.

[Normal Guy @Normal_2610]

Marine Electricals saw its order book more than double in FY26

Company then won another ₹376 Cr worth of orders in July 2026 from Siemens and Princeton Digital Group for data center power systems. Revenue grew 14% and profit jumped 54% About 65% of all pending orders come from data center and industrial segments now. Marine started as naval electrical supplier but data center business has become equally large.

Both segments keep growing without competing for same resources.

India data center space is set to grow 4 times from current 27M sq ft to 101M sq ft by 2030 per Anarock Capital plus read TCS :)

Power capacity going from 1.8 GW to 6.7 GW. About 40% of data center building costs go into electrical systems like power distribution and control panels that is core product range for Marine Electricals.

Google is putting $15B into AI hub in Visakhapatnam. AWS spending $8.3B on Maharashtra data centers. Marine is winning orders from Siemens and Princeton for hyperscaler power systems.

Indian Navy wants 200 warships by 2035. Government introduced shipbuilding subsidies to push India into top 5 shipbuilding countries by 2047. Marine Electricals has been supplying electrical systems to Indian Navy ships for years.

Titagarh Naval Systems placed orders for ship electrical equipment in July 2026.

What makes Marine interesting is that its original defense business keeps growing steadily while data center business layered on top as entirely new revenue stream. Both verticals run off same manufacturing capability without pulling resources from each other.

But Overpriced :)

[Mithun Sarkar @MithunSarkari]

Avalon Technologies × Zollner | Strategic JV 🚨

Avalon has formed a JV with Zollner Elektronik AG, a leading European EMS player, for PCBA, box-build & system integration in India.

🔹 Ownership: Zollner 51% | Avalon 49%
🔹 Avalon can acquire another 2% after 3 years of commercial production → 51% control
🔹 Targets Healthcare & Life Sciences, Test & Measurement, Rail & Industrial
🔹 Gives Avalon access to Zollner’s global customers + 60+ years of engineering expertise
🔹 Avalon will also supply harnesses, magnetics, plastics, sheet metal & machining → additional recurring revenue opportunity
🔹 Opens 2 new verticals for Avalon and strengthens its high-complexity manufacturing play

Key takeaway: Strategically significant JV that can expand Avalon’s customer base, capabilities and addressable market. Near-term financial impact is not quantifiable yet as capex, production timeline, revenue and margin details not yet disclosed.

[The Tycoon Mindset @tycoonmindset05]

Sansera Engineering: Q4 FY26 Guidance vs Q1 FY27 Reality

ADS, strong auto demand, exports and capacity expansion formed the core of Sansera’s FY27 roadmap. Q1 shows several of these growth drivers already scaling, while others remain in progress.

Here’s a detailed comparison of the guidance, the actual outcome, and what drove the changes. 🧵👇