Ketan Kumar J

Life: movies, music, gadgets, shoes, sea & stocks 📈.

Learning everything, investing in something, still mastering nothing called adulting.

[Ketan Kumar J @jketankumar]

🔱 TIRUPATI FORGE : THE ₹571 CRORE STEALTH DEFENCE MACHINE READY TO DETONATE
#IndianDefence #SmallCapIndia #EquityResearch #BreakoutStocks

https://t.co/NNf15IEhQ9

[Ketan Kumar J @jketankumar]

🧪 #Wockhardt's historic FDA approval ignites a massive structural turnaround from struggling generics to a global IP powerhouse, deep-dive on this explosive compounding opportunity.
#EquityResearch #Pharma
https://t.co/Qk4tBRW1hN

[Ketan Kumar J @jketankumar]

#ONEPOINTONE SOLUTIONS LTD: THE Small-Cap AI ARBITRAGE - https://t.co/SNFEhR28Un

#Investing #EquityResearch #MicroCap #SmallCap #StockMarket #AIPivot #BusinessProcessManagement #MandA #InstitutionalInvesting #FinancialAnalysis #AlphaGeneration

[Ketan Kumar J @jketankumar]

@multibaggerwala Zaggle Please share your view

[Ketan Kumar J @jketankumar]

@TradeTitan03 @tushar9590 #DuconInfra carries major risks despite the strong CCUS narrative — it remains a ₹110 crore micro-cap penny stock with weak Q3 FY26 performance, stretched debtor days, liquidity concerns, and potential equity dilution through promoter loan conversion.

[Ketan Kumar J @jketankumar]

@TradeTitan03 @tushar9590 #DuconInfra Technologies is positioning itself as a micro-cap “picks and shovels” CCUS play through its FGD systems and new solvent-based carbon capture R&D. Its FGD expertise gives it a natural entry point into industrial decarbonization projects.

[Ketan Kumar J @jketankumar]

@SharmaJiTweeter @tushar9590 #iex Indian Energy Exchange could become the “tollbooth” of India’s carbon market via mandatory CCC trading and its ICX platform. While power market coupling remains a risk, the carbon exchange opportunity offers a high-margin, asset-light growth driver.

[Ketan Kumar J @jketankumar]

@itzrkk @tushar9590 #EKI is a key enabler of the CCUS ecosystem, monetizing carbon reductions through carbon credit auditing, registration, & trading. As India’s ₹20,000 crore CCUS push accelerates deployment in hard-to-abate sectors, benefitting from a sharp rise in domestic carbon credit volumes.

[Ketan Kumar J @jketankumar]

@roverZ07 @tushar9590 #ConcordEnviro is commissioning its first 7.5 TPD CO₂ capture unit in FY26. Its proprietary H-Xtreme heat exchanger technology targets highly corrosive industrial environments and addresses a critical first step in ccus by cooling flue gas before CO₂ separation.

[Ketan Kumar J @jketankumar]

@pankaj1077 @tushar9590 It includes a 10-year Green Ammonia supply deal with Solar Energy Corporation of India worth ~₹3,135 crore, plans for in-house electrolyzer manufacturing, rapid CBG EPC expansion, and ambitions to become a 1GW+ integrated clean-energy IPP backed by a USD 108M Actis partnership.

[Ketan Kumar J @jketankumar]

@pankaj1077 @tushar9590 #OrianaPower is aggressively expanding into decarbonization through green hydrogen, green ammonia, and CBG rather than traditional smokestack carbon capture.

[Ketan Kumar J @jketankumar]

@tushar9590 #PCBL, #RainIndustries and #GoaCarbon are often tagged as “carbon stocks,” but they are primarily carbon black and commodity chemical manufacturers, not pure-play CCUS technology companies — so don’t get misled by the theme narrative.

[Ketan Kumar J @jketankumar]

@tushar9590 #Thermax & #Praj Industries are well positioned to benefit from CCUS scaling through their expertise in industrial emission controls, biomass, SAF, and sustainable process engineering.

[Ketan Kumar J @jketankumar]

@tushar9590 #Larsen & #Toubro has launched its dedicated CarbonLite Solutions vertical, focusing on CCUS, green hydrogen, and low-carbon infrastructure EPC opportunities. #landt

[Ketan Kumar J @jketankumar]

@tushar9590 #Reliance Industries Limited is targeting net carbon zero by 2035 and developing advanced carbon capture solutions, including converting CO₂ emissions at Jamnagar into high-value proteins, nutraceuticals, and chemicals through photosynthetic biological pathways. #ril

[Ketan Kumar J @jketankumar]

@tushar9590 #TataSteel commissioned India’s first blast furnace carbon capture plant at Jamshedpur, capturing 5 tonnes of CO₂ daily for onsite reuse, aligning with the government’s focus on decarbonizing hard-to-abate sectors like steel.

[Ketan Kumar J @jketankumar]

@tushar9590 #NTPC is operating a carbon capture plant at Vindhyachal that converts captured CO₂ and hydrogen into methanol, positioning it as a key driver of CCUS scale-up in India.

[Ketan Kumar J @jketankumar]

@tushar9590 #ONGC launched India’s first full-scale CCS pilot at the Gandhar oilfield, injecting ~100 tonnes of CO₂ daily into depleted wells while pursuing EOR and committing ~$12 billion to energy transition initiatives.

[tushar @tushar9590]

Space & Data Centers together

Anthropic has partnered with SpaceX to set up orbital data centers (compute in space)

Sarvam has partnered with Pixxel (Indian space tech co) to send 200kg satellite in space that will do compute in space

Neevcloud (peer co of E2E) has partnered with Agnikul Cosmos to set up orbital data center.

[Ketan Kumar J @jketankumar]

@tushar9590 Breaking Bad
Game of Thrones
Fargo