Vikas Ruia

I find that the harder I work, the more luck I seem to have,
A dream doesn't become reality through magic; it takes sweat, determination and hard work

[Vikas Ruia @RuiaVikas]

@1SampathNayak Best of *LUCK*

[Shreya Ruia @shreyaruia_]

I was reading Zero to One by Peter Thiel, where he talks about what makes a business a durable monopoly:
1. proprietary tech
2. economies of scale
3. network effects
4. strong brand

Later that day, I was talking to a friend.
He uses Groww. I use Zerodha.
Naturally, I tried convincing him to switch.
But he wouldn’t budge.

Not because of features.
Not because of pricing.

But because his mutual funds portfolio already sits on Groww.

That’s when it clicked:
What appears to be a UX/distribution choice…
is actually a form of user lock-in.
And when that lock-in compounds across millions of users,
it starts to look a lot like a moat.

That realization pushed me to dig deeper into Groww.
Not just from a product lens - but from a strategy lens.
#groww

↓

[Vikas Ruia @RuiaVikas]

@shreyaruia_ Groww Groww Groww

[Vikas Ruia @RuiaVikas]

@TheRocketMediaX Good Job 👍

[Vikas Ruia @RuiaVikas]

@shreyaruia_ Good Company

[Shreya Ruia @shreyaruia_]

Strong quarter for #Sedemac :

Q1 FY27 volumes up 37% YoY.
11L units sold. (highest - ever quarterly sales of Control-Intensive ECUs).

TTM run-rate now at 42L units, 53% up YoY !

[Vikas Ruia @RuiaVikas]

@shreyaruia_ True

[Shreya Ruia @shreyaruia_]

I often come across people who "invest" in real estate, gold, silver...assets with no cash flows, only the hope that someone will pay more tomorrow.

Few of them wanted to put their entire portfolio into silver at 90$..currently at 60-65$, a drawdown of ~30%.

Without cash flows, you are not investing, you are just hoping.

And hope is never a strategy.

[Vikas Ruia @RuiaVikas]

@shreyaruia_ Today Stock was up 10%

[Shreya Ruia @shreyaruia_]

With 12 patents granted and 11 more in pipeline...

Sedemac is not like any other auto components producers focused on hardware manufacturing...

Rather … it’s a rare deep-tech auto-electronics company.

Being the only global provider of E2W sensorless MCU,

it can potentially disrupt the physical Hall sensors market with its proprietary software and control logic.

[Vikas Ruia @RuiaVikas]

@shreyaruia_ Sedemac Today 10% UP

[Shreya Ruia @shreyaruia_]

Inspiring!

#sedemac

https://t.co/0LZOtSW9p9

[IIT Bombay @iitbombay]

SEDEMAC Mechatronics Pvt. Ltd., a graduate company of SINE, IIT Bombay, has achieved another important milestone, with its market capitalisation closing above USD 1 Billion today — the first such milestone in its journey as a listed company.

Incubated at SINE in 2008 and founded on research undertaken by Prof. Shashikanth Suryanarayanan and his students at IIT Bombay, SEDEMAC represents a distinctive example of faculty-led deep-tech entrepreneurship emerging from academia. Its evolution from laboratory research to a publicly listed company highlights how IIT Bombay’s innovation ecosystem has helped shape pathways for research-driven startups in India.

At the heart of this shareholder wealth creation lies SEDEMAC’s demonstrated capability to develop fresh technologies and products and drive their widespread deployment through marquee, large-volume customers. SEDEMAC has built a portfolio of advanced control technologies and products spanning electronic control units (ECUs), Integrated Starter Generator (ISG) systems, Electronic Fuel Injection (EFI) and Automated Manual Transmission (AMT) controllers, smart ignition technologies, EV controls, motor controllers, and genset control systems for automotive and industrial applications.

The company received its first institutional investment in September 2008 at an issued share price of approximately INR 3.6 (adjusted for the September 2025 share bonus). Over 17.5 years later, the company is widely held by institutional investors at more than 600 times that value.

This growth in shareholder wealth has been built on the company’s proven ability to create fresh technologies and products and realize their widespread use through deployment with marquee, large-volume customers.

Supported by a stronger-than-ever technical team, SEDEMAC continues to pursue compelling technological propositions across diverse markets of interest, underscoring IIT Bombay’s contribution to India’s evolving deep-tech and startup ecosystem.

Refer to the company’s RHP for share price history prior to listing: https://t.co/7k9m2v5jTF

[Shreya Ruia @shreyaruia_]

At ZTO Capital, we don't limit ourselves to 1st level thinking. We grind to find structural tailwinds and the market leaders best positioned to profit from them.

Research Desk :

https://t.co/VDSowQMoQb

[Vikas Ruia @RuiaVikas]

@shreyaruia_ Be A Best Investor

[Shreya Ruia @shreyaruia_]

Most investors search for answers. The best investors search for better questions ✅

[Shreya Ruia @shreyaruia_]

Tailwind : Bull Market

Bet on the company that can make most of it.

[Sampath Nayak @1SampathNayak]

We are going to get it done!

[RJ Stocks @RakJhun]

PTC is high-conviction pick of Vikas Khemani & Mukul Agrawal. Revenue to see 56% CAGR through to FY32E due to capacity ramp-up. Business model has significant moat. Stock is trading at relatively inexpensive 34x FY27E EPS & there is good earnings growth roadmap ahead. TP ₹20070.

[Shreya Ruia @shreyaruia_]

Data centers are hitting a wall - and that wall is copper.

AI is exploding, and our electricity demand is going through the roof. The old copper interconnects that worked fine before are now too power-hungry and run way too hot.

Silicon photonics on the other hand- use light instead of electricity to move data. Higher bandwidth, way cooler and far more energy efficient.

For India, this is a big opportunity on two fronts:
1) we’re rapidly becoming a major data center market under serious grid pressure, and
2) the government has already identified photonic chips as a strategic focus under the semiconductor mission.

Silicon photonics is already happening - India is a consumer today, but the semiconductor mission is betting we won't stay that way.

Full read: https://t.co/s71rtObo7Z

#SiliconPhotonics #Semiconductors #DataCenters #AI #Copper