ANIL

IIT. Trader and investor. Nationalist but no political affiliation.Retweet are not endorsement.

[Samir Pradhan @SamirPradhann]

Chemical Sector Stocks are Firing 🔥🔥

Tatva Chintan - 20% Up 🔥
Amal - 10% Up
J.G Chemicals - 8% Up
Himadri Special Chemical - 5% Up
Indo Borax Chemical - 4% Up
Laxmi Organic - 4% Up
Archean chemical - 4% up
Navin Fluorine- 4% up

Many more….,

[Shubham @shubham1492]

Indian Listed Semiconductor Chemical Companies (Below ₹25,000 Cr Market Cap)

These companies don't manufacture chips.

They manufacture the specialty chemicals that go into making chips.

1. Stallion India Fluorochemicals
M.Cap: ₹2,513 Cr | P/E: 57.3x
Makes: Specialty fluorochemicals
Used in: Semiconductor gases and electronics manufacturing
Why it matters: Fluorochemicals are essential in several semiconductor manufacturing processes.

2. Tatva Chintan Pharma Chem
M.Cap: ₹4,010 Cr | P/E: 76.5x
Makes: Ultra-high purity solvents and electrolyte salts
Used in: Wafer cleaning and polishing
Why it matters: Semiconductor manufacturing requires extremely high-purity chemicals.

3. Neogen Chemicals
M.Cap: ₹5,937 Cr | P/E: 206x
Makes: Lithium salts and specialty electrolytes
Used in: Batteries, OLEDs and semiconductor materials
Why it matters: Building capabilities in high-purity lithium chemistry.

4. Clean Science & Technology
M.Cap: ₹7,785 Cr | P/E: 33.9x
Makes: Performance chemicals
Used in: OLED displays, PCB coatings and photoresists
Why it matters: These chemicals are used in advanced electronics manufacturing.

5. Jubilant Ingrevia
M.Cap: ₹11,701 Cr | P/E: 40.7x
Makes: Acetyls, pyridines and specialty molecules
Used in: Semiconductor chemicals and display materials
Why it matters: Multiple semiconductor molecules are under customer validation.

6. Aether Industries
M.Cap: ₹19,243 Cr | P/E: 85.1x
Makes: High-purity specialty chemicals
Used in: Wafer processing, chip packaging and advanced materials
Why it matters: Supplies custom chemistry to global specialty chemical companies.

7. Deepak Nitrite
M.Cap: ₹23,023 Cr | P/E: 41.7x
Makes: IPA, acetone, MIBK and specialty solvents
Used in: Wafer cleaning, PCB manufacturing and electronics assembly
Why it matters: These solvents are widely used across semiconductor and electronics manufacturing.

This is one part of India's semiconductor ecosystem that often gets overlooked. Behind every chip are hundreds of specialty chemicals required for cleaning, etching, coating, polishing and packaging.

Which other listed company deserves to be on this list?

[Capt. Sachin Chaudhary @suryachaudhary1]

Sansera and Azad go hand in hand

Same way

Beta drug and sakar go hand in hand

Same way

Federal bank and city union bank go hand in hand

Same way

Fiem Ind and Lumax go hand in hand

Same way

Netweb and E2E go hand in hand

Same way

Tanfac and Navin fluo go hand in hand

[Ravi @Ravi7Patel]

⚡️10 Small-Cap Stocks to Hold for the Next Decade (2026–2036)

◉ Himadri Speciality Chemical
◉ Black Box
◉ Syrma SGS Tech.
◉ Sky Gold
◉ Pondy Oxides & Che.
◉ Acutaas Chemi.
◉ Jeena Sikho
◉ KFin Tech.
◉ Sansera Engineering
◉ Quality Power

Strong fundamentals ✅

PART-2

[TheAlpha10X @TheAlpha10X]

My bet will be on Top 10 Stocks🔥:

KSH
Quality Power
TD Power
Shree Refrigeration
KRN
Yash Highvoltage
Diamond Power
Azad
Universal Cables
Advait Energy

[Samir Pradhan @SamirPradhann]

Semiconductor Sector Ready to Fire🔥

👉Govt has approved 1.25 trillion outlay, for India Semiconductor Mission 2.0.

Companies Involve In Semiconductor 👇

1. CG Power: CG Semi OSAT
2. Kaynes Tech: Kaynes Semicon
3. Aether Ind: Electronic Chemicals
4. Deepak Fert: Wafer Cleaning IPA
5. Vatech Wabag: Full Water Cycle
6. Voltas: Cleanroom HVAC
7. INOX India: Storage Transport Tanks
8. Gujarat Fluoro: Tubings Fittings
9. Praj Ind: Ultra Pure Water System
10. Navin Fluorine: Hydrofloric Acid
11. Tatva Chintan: Electrolytes Salts
12. Deepak Nitrite: Largest IPA Producer
13. Moschip: Manufacturer Semi Con
14. Thermax: Membrane, ZLD
15. Siemens: Advance Node Chip
16. ASM Tech: Manufacturing

Which one you have? Comment 👇

[microcap investors @ShridhantS]

Tembo global

Mangement outlook of the CoMPanY

Current revenue of tembo global = ₹1000 cr
Company's projected revenue for FY2030 = ₹20,000 crore

Target revenue ~20× in 4 years

Growth like "BraHMosh Missile"

Management is 100% confident that this is achievable 🤔🫣

[Mithun Sarkar @MithunSarkari]

Tata Technologies is no longer just an ER&D company.

Q1FY27 suggests the company is evolving into a strategic engineering & enterprise transformation partner for global manufacturers.

Mgmt confidence has increased materially.
Large outsourcing deals are accelerating.
AI is becoming a margin tailwind. Lets understand.

[Vishan @vishan_29]

Power T&D- India's Power Transmission Capex Is Set to Surge 👌

Power Grid (PGCIL) plans to increase annual capex from ₹91 bn in FY22 to ₹450 bn by FY28 - nearly 5x in six years.

India's CTU transmission capacity addition is planned at 6.39 lakh MVA during 2027–31, 52% higher than added during 2022–27.

The power transmission sector is entering a multi-year growth phase, benefiting companies across the T&D value chain.

[TheAlpha10X @TheAlpha10X]

Precision Engineering: The next Manufacturing Megatrend 🔥

✅Bookmark the Best Precision Engineering Stocks:

PTC Industries
Goodluck India
Unimech Aerospace
Sansera Engineering
Sigma Advanced Systems
Aequs
Rossell Techsys
MTAR Technologies
Sika Interplant
Dynamatic Technologies
Apsis Aero
Azad Engineering
AXISCADES

✅RETWEET & Share if you find it useful

Follow @TheAlpha10X for more such stock ideas

For detailed ANALYSIS of these stocks, go to the comment section 👇👇👇

[Sunil Gurjar, CFTe @sunilgurjar01]

Don't Miss Vijay Kedia's Investing Masterclass at the National Capital Market Conference.

Save it for later🔖

@VijayKedia1

[Kaustubh Yeole @KaustubhYeole]

🚨 𝗣𝗼𝘄𝗲𝗿 + 𝗔𝗜 = 𝗠𝗮𝘀𝘀𝗶𝘃𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆! ⚡🤖

The government's dedicated power grid for Data Centres could boost demand across the power ecosystem.

👀 𝗦𝘁𝗼𝗰𝗸𝘀 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵 👇

✅ TD Power

✅ Sterlite Tech

✅ Advait Energy

✅ Universal Cables

✅ Diamond Power

✅ Modern Insulators

✅ Vidya Wires

✅ Modison

✅ Atlanta Electricals

✅ TARIL

✅ Yash Highvoltage

✅ Kwality Power

📌 Long-term theme. Keep these on your watchlist.

#StockMarket #PowerSector #DataCenter #AI

[Advait Arora @WealthEnrich]

Companies covered today:
🟢 Amal Ltd.
🟢 GNA Axles
🟢 Jayaswal Neco Industries
🟢 Tatva Chintan Pharma Chem
🟢 Navkar Corporation
🟢 Globus Spirits

A quick review of the latest quarterly results & what they reveal about the underlying business & my key takeaway on what to watch next.
BUSINESS BEFORE PRICE™

1. Amal Ltd. ⭐⭐⭐⭐☆

Amal manufactures specialty chemicals and intermediates used across pharmaceutical, agrochemical and industrial applications.

Business Snapshot

• Revenue surged 104% YoY to ₹96.5 crore
• Operating profit increased 47% YoY to ₹17.1 crore
• Net profit rose 78% YoY to ₹16.7 crore
• EPS increased 78% YoY to ₹13.53

My Take: Amal delivered an excellent quarter led by exceptional revenue growth and healthy profitability. Doubling revenue while maintaining strong earnings growth suggests demand remains robust and execution has improved significantly. Specialty chemical businesses can be volatile, so consistency over the next few quarters will be important. At around 31x earnings, the valuation is no longer cheap, but it still appears reasonable if the company can sustain this growth trajectory.

2. GNA Axles ⭐⭐⭐⭐☆

GNA Axles manufactures rear axle shafts, spindles and precision-forged components for commercial vehicles, tractors and off-highway equipment across domestic and export markets.

Business Snapshot
• Revenue grew 37% YoY to ₹470 crore
• Operating profit increased 44% YoY
• Net profit rose 66% YoY to ₹38.3 crore
• EPS climbed 66% YoY to ₹8.91

My Take: GNA continues to execute consistently, with profits once again growing faster than revenue. That reflects improving operating leverage and healthy business momentum. Auto component companies that can steadily expand margins through different market cycles often become long-term compounders. At around 18x earnings, the valuation still appears reasonable for a business delivering this quality of earnings growth. Another quarter that deserves attention.

3. Jayaswal Neco Industries ⭐⭐⭐⭐☆

Jayaswal Neco Industries manufactures steel, pig iron and castings, supplying products to infrastructure, automotive and engineering industries.

Business Snapshot

• Revenue increased 28% YoY to ₹2,107 crore
• Operating profit grew 26% YoY
• Net profit more than doubled, rising 108% YoY to ₹194 crore
• EPS increased 108% YoY to ₹2.00

My Take: The standout feature this quarter was the sharp jump in profitability. While revenue growth remained healthy, earnings expanded much faster, pointing towards stronger margins and improved operating efficiency. Steel businesses remain cyclical, so sustainability will always be important to monitor. At around 15x earnings, the valuation still appears attractive relative to the current earnings momentum.

4. Tatva Chintan Pharma Chem ⭐⭐⭐⭐☆

Tatva Chintan Pharma Chem manufactures specialty chemicals, structure-directing agents and electrolyte salts used across pharmaceuticals, batteries and advanced chemical applications.

Business Snapshot

• Revenue increased 43% YoY to ₹167 crore
• Operating profit jumped 86% YoY
• Net profit rose 155% YoY to ₹16 crore
• EPS increased 140% YoY to ₹6.83

My Take: This was a very strong quarter with profitability improving much faster than sales. The numbers suggest operating leverage is beginning to work in the company's favour as business conditions improve. Tatva Chintan operates in specialised segments with attractive long-term opportunities, but the market is already assigning a premium valuation. At around 64x earnings, continued execution will be essential to justify those expectations.

5. Navkar Corporation ⭐⭐⭐⭐☆

Navkar Corporation provides container freight station, inland container depot and integrated logistics solutions supporting India's import and export trade.

Business Snapshot

• Revenue grew 38% YoY to ₹191 crore
• Operating profit increased 62% YoY
• Net profit jumped 401% YoY to ₹12.3 crore
• EPS increased 412% YoY to ₹0.82

My Take: The improvement in profitability clearly stands out this quarter. Although the percentage growth is partly influenced by a low base, the operational performance has strengthened meaningfully. Logistics businesses tend to benefit from improving trade activity and better asset utilisation, both of which appear visible here. At around 40x earnings, the valuation leaves less room for disappointment, making execution over the coming quarters particularly important.

6. Globus Spirits ⭐⭐⭐⭐☆

Globus Spirits manufactures Indian Made Indian Liquor (IMIL), premium alcoholic beverages and ethanol, while also supplying grain-based extra neutral alcohol.

Business Snapshot

• Revenue increased 13% YoY to ₹789 crore
• Operating profit grew 35% YoY
• Net profit rose 49% YoY to ₹26.5 crore
• EPS increased 48% YoY to ₹9.14

My Take: While revenue growth remained moderate, profitability improved at a much faster pace, indicating stronger operating performance. The company continues to benefit from its diversified business model across consumer liquor and ethanol. At around 27x earnings, the valuation appears broadly reasonable provided earnings continue to compound at the current pace. It will be worth watching whether margin improvement remains sustainable over the next few quarters.

Important Disclaimer:

The objective of Business Before Price™ isn't to tell you what to buy or sell. It's to help you identify businesses that are quietly getting stronger, long before the market fully appreciates their potential.

[Vishan @vishan_29]

Unimech - From Aerospace Tooling to Precision Engineering Powerhouse 🔥

Unimech Aerospace is often seen as an aerospace tooling company. But that's only half the story.

The company derives ~90% of its revenue from aerospace tooling, supplying critical tools for Airbus, Boeing, Rolls-Royce, Pratt & Whitney and LEAP engine programs, with 89% of revenue coming from exports.

What makes the story interesting is its expansion beyond aerospace.

Over the last few years, Unimech has been building capabilities in nuclear, defence, semiconductors, energy and oil & gas through both organic growth and acquisitions.

🔶️ Key developments

• Order book increased from ₹93 Cr to ₹314 Cr between Mar'25 and May'26

• Won a ₹72 Cr NPCIL order and is supplying critical equipment for India's nuclear sector

• Formed a 51:49 JV with Kanoo Group in Saudi Arabia to tap oil & gas, utilities and mining opportunities

• Acquired Hobel Bellows for ₹450 Cr, adding metallic bellows, tubing and precision assemblies to its portfolio

• Increased stake in Dheya Engineering to 30%, gaining exposure to micro gas turbines and defence applications

• Operates through 3 manufacturing facilities, 2.73 lakh sq ft of manufacturing space, 5,500+ SKUs, 35 customers across 7 countries.

The real story is not aerospace tooling.

It's a company leveraging its precision engineering expertise to build a presence across multiple high-entry-barrier sectors where the opportunity is far larger than its current business.

Source - Motilal Oswal

Follow @vishan_29 for more updates.

🔴 Disclaimer: No recommendation. For educational purposes only.

[microcap investors @ShridhantS]

MAYBE CHEMICAL INDUSTRY "TURNAROUND "

AMAL 🔥🔥🔥

Revenue ~100 %
PAT ~100%
EBITDA margin

Company announced Capex for SO2 from 45 tpd to 105 tpd.

#AMAL

[R @AlphaWizarDD]

Vijay Kedia's next 10-year theme: RISE.

R — Renewables & energy transition
I — Infrastructure
S — Security (defense + cybersecurity)
E — Emerging tech (EVs, data centers)

His logic: these are the sectors that get strong government backing. And government support usually fuels growth.

The stocks are..

[Mithun Sarkar @MithunSarkari]

Tatva Chintan Q1FY27: Commercialization is finally translating into growth.

Revenue +43%, EBITDA +86%, PAT +140%.

Not driven by one product. Growth came across PTC, SDA and Pharma/Specialty Chemicals, while Electrolytes were temporarily impacted by raw material shortages.
🧵

[Amit Arora 🇮🇳 @GuruShareMarket]

CAN PRECISION ENGINEERING LEAD THE NEXT MULTIBAGGER RALLY 📈

Kaynes Technology
Data Patterns
MTAR Technologies
Azad Engineering
Unimech Aerospace
Paras Defence
Aequs
Ameya Precision Engineers
Bharat Forge
Sona BLW Precision
Harsha Engineers
Gala Precision Engineering
AIA Engineering
Fluidomat

[Advait Arora @WealthEnrich]

15 listed auto-component firms mapped by their strongest speciality within the automotive value chain:

#Stockstowatch
🚗 Wiring harnesses: Motherson Sumi Wiring India
🚗 Automotive switches: Uno Minda
🚗 Automotive lighting: Lumax Industries
🚗 Aluminium die-cast components: Endurance Technologies
🚗 Forged chassis components: Bharat Forge
🚗 Differential gears & EV traction motors: Sona BLW Precision Forgings
🚗 Leaf & parabolic springs: Jamna Auto Industries
🚗 Axles for commercial vehicles: Automotive Axles
🚗 Engine cooling systems: Banco Products India
🚗 Automotive wheels: Wheels India
🚗 Shock absorbers & struts: Gabriel India
🚗 Automotive control cables: Suprajit Engineering
🚗 Exhaust & emission systems: Sharda Motor Industries
🚗 Bearings: SKF India
🚗 Precision forged & machined components: Sansera Engineering

This mapping is based on what I believe is each company’s strongest area of expertise. Many of these companies manufacture products across multiple automotive categories.

[ANIL @uledha]

@ZiviiBloom @abhijeet_dipke @SauravDassss जब आंदोलन का मजाक बने तो समझ जाना चाहिए कि अब देश की स्थिति अच्छी नहीं।