35 small-cap companies where the next growth cycle could be strong because major capex is getting implemented or nearing completion.
With 15%+ sales & profit growth, low debt, healthy ROCE & still reasonably priced based on P/E & PEG, these are interesting stocks worth studying!
๐จ๐จ
DELETE 99% OF STOCKS FROM YOUR WATCHLIST.
Here are the filters to find top 1% WINNING STOCKS.
Here's the Technofunda process โ fundamentals decide WHAT, charts decide WHEN.
Detailed Screening Guide below: ๐
๐จ If a Big Market Crash Comesโฆ Hereโs My Watchlist! ๐โ๏ธ
Instead of panicking during a correction, Iโd rather keep a ready watchlist with predefined price levels.
๐ Watchlist Levels
๐น Groww โ โน175โ180
๐น MCX โ โน2,650โ2,700
๐น BSE โ โน3,400โ3,500
๐น Arisinfra Solutions โ โน540โ545
๐น Force Motors โ โน18,000
๐น Redington โ โน200โ205
๐น Quality Power (QPOWER) โ โน800โ810
๐น KRN Heat Exchanger โ โน780โ785
๐น Angel One โ โน295โ300
๐น ITI โ โน270โ275
๐น APAR Industries โ โน7,500
๐ก Market crashes create opportunities only for those who are prepared. Keep your watchlist ready, but always re-evaluate business fundamentals, valuations, earnings, and market conditions before making any investment decision.
๐ฒ For Option & Swing Trading Updates, Join our Telegram (Link in Bio).
โ ๏ธ Educational purpose only. These are watchlist levels and not buy/sell recommendations.
#MarketCrash #Watchlist #SwingTrading #OptionTrading #StockMarketIndia #MCX #BSE #AngelOne #APARIndustries #Investing
๐ฅ QUALITY STOCKS ON SALE!๐
โข IRFC โ Down 61%
โข ADANIGREEN โ Down 55%
โข TMPV โ Down 53%
โข WIPRO โ Down 48.75%
โข RECLTD โ Down 43%
โข TRENT โ Down 46%
โข DMART โ Down 34%
โข HINDZINC โ Down 33.82%
โข HCLTECH โ Down 33%
โข ONGC โ Down 29.86%
โข TATAPOWER โ Down 24.30%
โข ASIANPAINT โ Down 23.50%
โข COALINDIA โ Down 23%
โข POWERGRID โ Down 22%
โข SHREECEM โ Down 18.72%
Do your own research before investing.
India's #DataCenter SuperCycle Complete:
๐The Data Center SuperCycle is an interconnected ecosystem where every layer reinforces the next: Power โ Grid โ Electrical Equipment โ Cooling โ EPC โ Building Materials โ BESS โ Connectivity โ Compute โ Data Centres โ Infrastructure Software โ AI Cloud โ AI Applications.
๐Every new AI workload creates demand for electricity, transmission networks, transformers, cooling systems, construction, batteries, fibre connectivity, servers, data centres, cloud platforms and AI software, driving growth across the entire value chain.
๐That's why India's Data Center SuperCycle isn't just a data centre story, it's a 13-layer ecosystem powering India's long-term ambitions in AI, digital infrastructure, cloud computing and the next generation of economic growth.
๐Each and every layer in detail:
Layer 1: https://t.co/f7rFS2zAwo
Layer 2: https://t.co/Nmm4qhFSlm
Layer 3: https://t.co/A2nHBiN4F2
Layer 4: https://t.co/5hug1fk1n6
Layer 5: https://t.co/plmRe4HYKN
Layer 6: https://t.co/vYACMhwajL
Layer 7: https://t.co/vDvoWqArpV
Layer 8: https://t.co/ZEFCQi8ORu
Layer 9: https://t.co/FoD95FxOSc
Layer 10: https://t.co/0cS27ORom4
Layer 11: https://t.co/GPdGWdz8lL
Layer 12: https://t.co/RQNFvEjvyR
Layer 13: https://t.co/Gva27l7Yua
๐Follow @rohantresearch for more!! Bookmark for future reference.
Disclaimer: Not a buy/sell recommendation. Do your own due diligence.
#StocksToWatch #StocksInFocus #Investing
๐๐ฎ๐๐๐ฒ๐ฟ๐ ๐๐ต๐ฒ๐บ๐ถ๐ฐ๐ฎ๐น๐ | ๐ง๐ต๐ฒ ๐ฅ๐ฎ๐ฐ๐ฒ ๐๐ฎ๐๐ป'๐ ๐๐๐ฒ๐ป ๐ฆ๐๐ฎ๐ฟ๐๐ฒ๐ฑ.
- Five years from now, investors may not ask,
- Who built the biggest battery plant?
- They'll ask,
๐ช๐ต๐ผ ๐ฏ๐ฒ๐ฐ๐ฎ๐บ๐ฒ ๐๐ต๐ฒ ๐พ๐๐ฎ๐น๐ถ๐ณ๐ถ๐ฒ๐ฑ ๐๐๐ฝ๐ฝ๐น๐ถ๐ฒ๐ฟ ๐๐ผ ๐ฒ๐๐ฒ๐ฟ๐ ๐ฏ๐ฎ๐๐๐ฒ๐ฟ๐ ๐ฝ๐น๐ฎ๐ป๐?
That is where the real wealth creation could happen.
๐ญ | ๐ง๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ถ๐ ๐น๐ผ๐ผ๐ธ๐ถ๐ป๐ด ๐ฎ๐ ๐๐ต๐ฒ ๐๐ฟ๐ผ๐ป๐ด ๐น๐ฎ๐๐ฒ๐ฟ.
- Many track EV sales.
- Some track battery manufacturers.
Very few track suppliers of ๐ฐ๐ฎ๐๐ต๐ผ๐ฑ๐ฒ๐, ๐ฎ๐ป๐ผ๐ฑ๐ฒ๐, ๐ฒ๐น๐ฒ๐ฐ๐๐ฟ๐ผ๐น๐๐๐ฒ๐ and specialty battery materials.
India's ๐๐๐ ๐ฑ๐ฒ๐บ๐ฎ๐ป๐ฑ ๐ถ๐ ๐ฒ๐ ๐ฝ๐ฒ๐ฐ๐๐ฒ๐ฑ ๐๐ผ ๐ฟ๐ถ๐๐ฒ ๐ณ๐ฟ๐ผ๐บ ๐ฐ๐ฌ ๐๐ช๐ต ๐๐ผ ๐ฎ๐ญ๐ฌ ๐๐ช๐ต ๐ฏ๐ ๐๐ฌ๐ฏ๐ฌ (๐ฏ๐ต% ๐๐๐๐ฅ), creating structural demand across the battery chemistry value chain.
๐ฎ | ๐ช๐ต๐ฒ๐ฟ๐ฒ ๐๐ผ๐ฒ๐ ๐๐ต๐ฒ ๐ฉ๐ฎ๐น๐๐ฒ ๐๐ถ๐ฒ?
- The highest value isn't in assembling batteries.
It's in the chemistry inside the cell.
๐๐ฎ๐๐ต๐ผ๐ฑ๐ฒ โ ๐ฏ๐ฑ-๐ฐ๐ฑ% of battery cost
๐๐ป๐ผ๐ฑ๐ฒ โ ๐ญ๐ฌ-๐ญ๐ฑ%
๐๐น๐ฒ๐ฐ๐๐ฟ๐ผ๐น๐๐๐ฒ โ ๐ด-๐ญ๐ฎ%
Together, these three components account for more than half of a lithium-ion battery's value, making battery chemistry the key value-creation layer.
๐ฏ | ๐ง๐ต๐ถ๐ ๐ถ๐๐ป'๐ ๐ฎ๐ป ๐๐ฉ ๐๐๐ผ๐ฟ๐. ๐๐'๐ ๐ฎ ๐น๐ผ๐ฐ๐ฎ๐น๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐๐๐ผ๐ฟ๐.
- India is replacing an imported battery supply chain.
- The ๐๐๐ ๐ฃ๐๐ (โน๐ญ๐ด,๐ญ๐ฌ๐ฌ ๐๐ฟ), ๐ก๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ฟ๐ถ๐๐ถ๐ฐ๐ฎ๐น ๐ ๐ถ๐ป๐ฒ๐ฟ๐ฎ๐น ๐ ๐ถ๐๐๐ถ๐ผ๐ป, and ๐ฎ๐ฟ๐ผ๐๐ป๐ฑ ๐ญ๐ณ๐ด ๐๐ช๐ต of announced domestic cell capacity are laying the foundation for a domestic battery-material ecosystem.
๐ฐ | ๐ช๐ต๐ฎ๐ ๐๐ผ๐ฒ๐ ๐๐ฌ๐ฏ๐ฌ ๐๐ฒ๐บ๐ฎ๐ป๐ฑ ๐๐ผ๐ผ๐ธ ๐๐ถ๐ธ๐ฒ?
- If battery demand reaches ๐ฎ๐ญ๐ฌ ๐๐ช๐ต, India could require annually:
- ๐๐๐ฃ ๐๐ฎ๐๐ต๐ผ๐ฑ๐ฒ โ ๐ฐ.๐ฎ ๐๐ฎ๐ธ๐ต ๐ ๐ง
- ๐๐ฟ๐ผ๐ป ๐ฃ๐ต๐ผ๐๐ฝ๐ต๐ฎ๐๐ฒ โ ๐ฎ.๐ณ๐ฏ ๐๐ฎ๐ธ๐ต ๐ ๐ง
- ๐๐ป๐ผ๐ฑ๐ฒ ๐๐ฟ๐ฎ๐ฝ๐ต๐ถ๐๐ฒ โ ๐ฎ.๐ฏ๐ญ ๐๐ฎ๐ธ๐ต ๐ ๐ง
- ๐๐น๐ฒ๐ฐ๐๐ฟ๐ผ๐น๐๐๐ฒ๐ โ ๐ญ.๐ฎ๐ฒ ๐๐ฎ๐ธ๐ต ๐ ๐ง
- ๐๐ถ๐ฃ๐โ โ ๐ญ๐ฐ,๐ณ๐ฌ๐ฌ ๐ ๐ง
- The opportunity isn't one product.
- It's an entire battery-material ecosystem scaling together.
๐ฑ | ๐ง๐ต๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐๐ ๐บ๐ถ๐๐ฐ๐ผ๐ป๐ฐ๐ฒ๐ฝ๐๐ถ๐ผ๐ป.
Some investors think:
- ๐ ๐ผ๐ฟ๐ฒ ๐ฐ๐ฎ๐ฝ๐ฒ๐ = ๐ ๐ผ๐ฟ๐ฒ ๐ฝ๐ฟ๐ผ๐ณ๐ถ๐๐.
- The industry says otherwise.
Global battery manufacturing capacity already exceeds demand, while China dominates much of the battery-material supply chain.
The real bottleneck is ๐ฐ๐๐๐๐ผ๐บ๐ฒ๐ฟ ๐พ๐๐ฎ๐น๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป, not capacity.
Without qualification, capacity has little economic value.
๐ฒ | ๐๐๐ฒ๐ฟ๐ ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ป๐ ๐ถ๐ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ฎ ๐ฑ๐ถ๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ป๐ ๐บ๐ผ๐ฎ๐.
โช๏ธ ๐๐ถ๐บ๐ฎ๐ฑ๐ฟ๐ถ โ Building an integrated cathode + anode materials platform, backed by a long-term ~โน4,800 Cr capex roadmap.
โช๏ธ ๐๐๐ โ Creating India's broadest battery chemistry platform across LiPFโ, electrolytes, cathodes, binders and next-generation anodes, with ~โน6,000 Cr investment by FY28.
โช๏ธ ๐ก๐ฒ๐ผ๐ด๐ฒ๐ป โ Focused on electrolytes, lithium salts (LiPFโ) and additives, where customer qualification and technology are key competitive advantages.
โช๏ธ ๐ฆ๐๐ฑ๐ฒ๐ฒ๐ฝ ๐ฃ๐ต๐ฎ๐ฟ๐บ๐ฎ โ Focused on battery-grade iron phosphate (pCAM), the critical precursor for LFP cathodes, with ~โน600 Cr planned investment.
Different products. Different execution risks. Same structural tailwind.
๐ณ | ๐ง๐ต๐ฒ ๐ฟ๐ฒ๐ฟ๐ฎ๐๐ถ๐ป๐ด ๐๐ถ๐น๐น ๐ป๐ผ๐ ๐ฏ๐ฒ ๐ฒ๐ฎ๐ฟ๐ป๐ฒ๐ฑ ๐ผ๐ป ๐ฐ๐ฎ๐ฝ๐ฒ๐ .
It will be earned by executing:
๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ โ ๐ค๐๐ฎ๐น๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป โ ๐๐ผ๐บ๐บ๐ฒ๐ฟ๐ฐ๐ถ๐ฎ๐น ๐ข๐ฟ๐ฑ๐ฒ๐ฟ๐ โ ๐จ๐๐ถ๐น๐ถ๐๐ฎ๐๐ถ๐ผ๐ป โ ๐๐ฎ๐๐ต ๐๐น๐ผ๐ โ ๐ฅ๐ข๐๐.
Every milestone reduces execution risk.
Every milestone deserves a higher valuation multiple.
Source : Nuvama
No Buy/Sell Recommendation
Sunil Singhania sirโs Abakkus is quietly building three new positions in 2026.
Here is what the bulk deal data shows.
1. Nilkamal Ltd
Bought 16 Jul 2026. Around 2,80,000 shares at โน1,336. Deal value around โน37.40 crore.
India's largest moulded furniture maker, now repositioning as a complete furniture solutions company. Promoter holding steady at 64.54 percent. Stock had corrected around 15 percent over the past year before this entry.
2. Mrs Bectors Food Specialities
Bought 15 Jul 2026. Around 29,39,588 shares at โน169. Deal value around โน49.67 crore. Around 0.95 percent stake.
Cremica biscuits and English Oven bakery. Stock was trading well below its 2024 peak of around โน440 when Abakkus stepped in. Entry after a deep correction, classic Abakkus playbook.
3. JTL Industries
Bought 08 Apr 2026 in two tranches. Around 97,00,000 shares combined at โน54 to โน54.5. Total deal value around โน52.77 crore.
Structural steel tubes and pipes. The earliest of the three entries this year.
The pattern across all three: beaten down names, delivery based buying, meaningful ticket sizes. Singhania is not chasing momentum here. He is buying corrections.
Dis : Just for educational purposes.
HDFC Bank has given 0% returns in the last 5 years. Will it rally soon?
Let's try to see a pattern. Here are 4 stocks that gave 0% returns for 5 years+
โ RELIANCE
โข No returns for ~7 years (2008โ2016). Refining/petchem business matured, stock went nowhere.
โข Broke out in 2017 after Jio's launch.
โข Jio revenue alone compounded ~18โ20%/year from FY18โFY22.
โข Lesson: earnings kept growing through the "dead" years โ the market just wasn't paying for it yet.
โ BHARTIARTL
โข Flat-to-down for almost a decade (2010โ2019).
โข Jio's 2016 entry triggered brutal tariff wars, crushing ARPUs and profits industry-wide.
โข Rally kicked in 2019โ2025: tariff hikes + 3-player consolidation + ARPU recovery.
โข Recent quarters: profit +43% YoY, ARPU climbing, margins expanding.
โ ITC
โข Stuck in a โน200โ300 range for ~7 years (2015โ2022). Textbook "dead money."
โข Earnings still grew, just slowly (FY16 PAT +2.5% YoY).
โข Then: โน214 (Feb 2022) โ โน474 (Jan 2024). More than doubled.
โข The kicker: EPS grew ~10%/year over the rally, but the stock grew ~35%/year.
โข Translation: ~70% of the return was pure multiple re-rating, not earnings. Cleanest example of the 5.
โ SUNPHARMA
โข Took 7+ years to reclaim its 2015 high (โน1,201) after repeated US FDA issues at its Halol plant.
โข Earnings were choppy, not compounding. One quarter saw profit fall ~77% YoY on Halol disruption.
โข Rally (2022โ2026): regulatory overhangs resolved, specialty portfolio scaled โ stock nearly doubled, profit growth turned steadier (recent quarters +26% YoY).
Will HDFC become 5th?
The above 4 stocks went through the following pattern:-
1๏ธโฃ A long grind where fundamentals were fine (or recovering) but the multiple stayed compressed or the market simply wasn't interested.
2๏ธโฃ A specific catalyst (Jio, tariff hikes, FDA resolution, currency) that unlocked the re-rating.
3๏ธโฃ Rally-phase price growth that usually ran well ahead of earnings growth. ITC's 35% price CAGR vs 10% EPS CAGR being the sharpest example.
ALL-TIME HIGH BREAKOUT ALERT
A total of 15 stocks closed at fresh lifetime highs today (18 June 2026) โ a sign of strong momentum and positive market sentiment.
โ RR Kabel
โ Data Patterns
โ Paras Defence
โ Radico Khaitan
โ GE Vernova T&D
โ Nippon Life AMC
โ Jay Bharat Maruti
โ Bliss GVS Pharma
โ Vardhman Textiles
โ Sasken Technologies
โ Netweb Technologies
โ Garware Hi-Tech Films
โ Syrma SGS Technologies
โ Senores Pharmaceuticals
โ Astra Microwave Products
๐ Stocks making new lifetime highs often indicate that the market is rewarding strong business performance, growth visibility, and investor confidence.
Markets rotate, leaders change, and yesterday's stars can become tomorrow's laggards. Yet, fresh all-time highs are where strength is visible, not weakness.
Keep these names on your watchlist and study what the market is appreciating.