Some picks which I will track every year. Holding time frame 3 years for me -
1. Shera energy @ 125
2. Swan Defence @ 1780
3. Shri Ahimsa @ 240
Date posted : 14th April 2026.
Having fun with myself.
By 2028, I shall be laughing if they worked or still laughing on how dumb I am
1 rape case is reported in India every 15 minutes.
1 dowry death happens in India every 90 minutes.
These headlines appear on every news channel and newspaper.
But do you know:-
1 man dies by suicide in India every 4 minutes.
1 married man dies by suicide every 6 minutes.
0 cases of domestic violence or rape against man is reported in India, because there is no law to register a case for it.
Shouldn't we talk about this too?
Or are men expendable?
1/ Riding India's Defence Electronics Opportunity 🚀
Vinyas Innovative Technologies is a high-reliability EMS company serving Defence, Aerospace & Medical
Mgmt:
"We remain committed to building Vinyas into a stronger, more capable, more globally relevant organization."
Bandar Movie Exposes The Painful Reality Of Men Trapped By Allegations, Jail And A Broken Justice System
Last night, I attended a special screening of #Bandar and had the opportunity to meet producer @Nikhil_Dwivedi .
Rarely does a film have the courage to show what happens when a man is accused, arrested, and trapped in a system where the process itself can become the punishment. Bandar is not just a movie; it is a powerful reminder of how allegations, incarceration, and prolonged legal battles can destroy men and their families long before any final verdict is reached.
Congratulations to the entire cast and crew for bringing this difficult conversation to the big screen.
@thedeol@sanyamalhotra07@SapnaPabbi@sabazadofficial
Special thanks to my friend @DeepikaBhardwaj and the @ekamnyaay for hosting such a wonderful evening.
I urge everyone to visit cinemas on 5th June and watch Bandar. Whether you agree or disagree with its message, this is a story that deserves to be seen and discussed.
#Bandar #MensRights #JusticeForMen #MenToo #GenderNeutralLaws #DueProcess #LegalReform #FalseCases #FamilyCourt #HumanRights #IndianCinema #BobbyDeol #AnuragKashyap #DeepikaNarayanBhardwaj #EkamNyaayFoundation #ShoneeKapoor
1/5
I'm a cardiologist. I have spent twenty years watching cholesterol destroy arteries, trigger heart attacks, and kill people I care about.
Today, Eli Lilly presented data that may begin to end that era.
VERVE-102. A single infusion. One dose. It uses base editing to permanently turn off the PCSK9 gene in your liver.
Presented today at the European Atherosclerosis Society Congress:
88% reduction in PCSK9.
62% reduction in LDL cholesterol.
Sustained up to 18 months.
No treatment-related serious adverse events.
One infusion. Not daily pills you forget to take. Not monthly injections. One dose — and your cholesterol may stay low for the rest of your life.
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.
@InvestInMicro Note - Semiconductor division is very small hence such high growth rate. Overall growth will be 90% in revenue but profit may not increase in same way. Depreciation and working capital will be stressful. Need funds for such growth which will lead to dilution in EPS
On my first wedding anniversary
I had ₹100 to buy a gift for my wife.
I told the shopkeeper, please give me whatever is possible within ₹100.
He handed me a very tiny miniature decorative lamp.
Today, 28 years later,
I can buy her almost anything she wants.
But I still remember that lamp more than anything I have bought since.
I wanted to study Mathematics.
Life pushed me into CA.
I wanted to become a cricketer .
Life gave me tennis now .
I applied to nearly 200 jobs.
Rejected almost everywhere.
Today our businesses employ directly and indirectly 300+ people across 34 countries.
None of this happened because I was the most skilled person in the room.
It happened because I refused to stop.
Skill can be trained.
But hunger cannot be taught.
And sometimes, a man with ₹100 and a tiny lamp is closer to his dreams than he thinks.
What was the moment you realised things would eventually work out?
@heda_bharat@rdkriplani Could have added more in between.. making ROI % is good but making a killing return in absolute terms would have been better... What made you buy at that price and what made you not to buy further ?
One liner :
Deccan= sone e khadaan
Nitco = asset monetization
SRM = high altitude infra + slope stability
Solara active = high margin segment through transformation
Dredging + kmew = maritime infra growth
SHIVALIK BIMETAL= part of ev theme growth and power infra( china+ 1)
Td power: reason we get the electricity
Mufin green = green infra proxy
Bro, a Turkish proverb says,
"If a father bathes his children, both will laugh, and if a son bathes his father, both will cry."
Honor the duty while you have the chance. Time spares no one.