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@Equitymaster
"#EMMarkets - Sagar Cements Q2 Results Insolation Energy Approved Main Board Shift Top Buzzing Stocks Today"
X Link @Equitymaster 2025-10-27T00:35Z 12.7K followers, XXX engagements
"🧵 X Smallcap Solar Stocks to Watch in 2026 Indias Solar Boom ☀ India is on track to hit XXX GW of renewable energy by 2030 and smallcap solar companies are shining bright. Here are X smallcap solar stocks that could power your 2026 watchlist 👇"
X Link @Equitymaster 2025-10-25T04:45Z 12.7K followers, XXX engagements
"#EMViewsOnNews - Double Booster: X Stocks Seeing Rising DII + FII Holdings Read on"
X Link @Equitymaster 2025-10-25T06:05Z 12.7K followers, XXX engagements
"🧵 Ace Investor Mukul Agrawals New Pharma Bet 💊 Smallcap Stock to Watch in 2026 Ace investor Mukul Agrawal has quietly picked up a stake in a lesser-known pharma smallcap and its already making waves. Heres everything you need to know 👇"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XXX engagements
"1 Who is Mukul Agrawal One of Indias most followed ace investors known for spotting microcap & smallcap multibaggers early. He maintains two separate portfolios one for investing one for trading"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XX engagements
"2 His Latest Bet: Kilitch Drugs India 💊 📅Q2 FY26 (Sept 2025): Mukul Agrawal holds XXX% stake 💰Valued at XX million 📈Shares held: 235000 So why Kilitch Drugs Lets break it down 👇"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XX engagements
"5 Global Presence 🌏 Kilitch Drugs already exports across Africa Asia CIS and Latin America. Also owns a large cephalosporin plant in East Africa manufacturing multiple dosage forms (tablets capsules injectables). This global diversification reduces dependence on domestic markets"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XX engagements
"9 Why It Matters Ace investors like Mukul Agrawal often spot value early. His entry signals confidence in: ✅Kilitchs turnaround ✅Growth-focused capex ✅Global expansion strategy But remember always do your own research before investing ⚠"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XX engagements
"🔟 Key Risks to Watch ⚠Regulatory delays & USFDA actions ⚠R&D project failures ⚠Pricing pressure & generic competition ⚠Patent expiry cliffs ⚠Global supply chain disruptions"
X Link @Equitymaster 2025-10-17T05:11Z 12.7K followers, XX engagements
"4 #Sterling & Wilson Solar (Reliance-backed) 🏗Global EPC leader: XXXX GW projects XXX GW O&M 🧾FY25 Revenue: 63019M Profit: 856M ⚖D/E: XXX RoE: XXX% 🌍New MoU: XXX MW solar + XXX MWh BESS project in Nigeria 💨Entered wind EPC & energy storage markets"
X Link @Equitymaster 2025-10-25T04:45Z 12.7K followers, XX engagements
"💡 Should You Invest ✅Solar demand is booming with Indias net-zero push ✅Strong government backing & falling tech costs ⚠But beware: project delays thin margins and volatility make smallcaps risky Invest only after studying fundamentals & governance 📚"
X Link @Equitymaster 2025-10-25T04:45Z 12.7K followers, XXX engagements
"#EMTheFundStrategist - Kotak Nifty Chemicals ETF: A Worthy Proposition Kotak Mutual Fund has launched Indias first Chemical Sector ETF. Kotak Nifty Chemicals ETF is an open-ended scheme replicating/tracking the Nifty Chemicals Index. This fund is launched at a time when the government has set up a 2034 vision for the chemicals and petrochemicals sector to explore opportunities to improve domestic production reduce imports and attract investments in the sector. In today's editorial we will understand the traits of this fund. You can read it here:"
X Link @Equitymaster 2025-10-25T05:25Z 12.7K followers, XXX engagements
"4 Big Expansion Underway 🏗 Kilitch is building a greenfield plant in Pen Maharashtra 🧪Capex: 1600M 🔬Built to meet USFDA EU GMP and WHO standards 🌍Products: Nutraceuticals injectables ophthalmics & oral solids Phase X nearly complete commercial production expected by FY26"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XX engagements
"8 About Kilitch Drugs India 🧬 Manufactures & exports a wide range of pharma formulations: 💊Tablets 💉 Injectables 🧴 Creams 🧪Oral liquids Therapeutic areas: gastro anti-malarial diagnostics womens health veterinary & more"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XX engagements
"🔁 Summary: Mukul Agrawals new pick Kilitch Drugs India (90M stake) ✔Strong earnings rebound ✔Major USFDA-grade expansion ✔Global diversification ✔Low market cap = high potential Could this be the next smallcap pharma multibagger 👀"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XXX engagements
"💬 Whats your take on Kilitch Drugs Would you bet on this smallcap turnaround story 🔁 Retweet to share 📩Follow for more updates on Indias ace investor moves & smallcap trends For Full Coverage: #Investing #StockMarket #Equitymaster #EMViewsOnNews"
X Link @Equitymaster 2025-10-25T06:13Z 12.7K followers, XXX engagements
"6/ 💡 Investor takeaway: When FIIs + DIIs both accumulate: - It can indicate strong fundamentals & visibility. - But dont blindly copy. Always check: -🧾Valuations -📊Balance sheet -🏭Growth outlook -🎯Your own goals"
X Link @Equitymaster 2025-10-27T05:39Z 12.7K followers, XXX engagements
"#EMProfitHunter - Here's Why Varun Beverages and Hindustan Coca-Cola Beverages Are on my 2026 Watchlist A new listing in India's beverage sector is expected to shakeup margins and valuations. Coca Cola is considering taking its Indian bottling unit public. The company has plans to list the shares of Hindustan Coca-Cola Beverages at a valuation of about a billion dollars. On the other hand listed Indian firm Varun Beverages is PepsiCo's second-largest franchisee outside the US. Will we see a Coke vs Pepsi battle in the Indian stock market soon In todays Profit Hunter Ive shared my thoughts on"
X Link @Equitymaster 2025-10-22T10:27Z 12.7K followers, XXX engagements
"⚡ Takeaways: - Aluminium demand is robust thanks to EVs & renewables. - Supply tightness is keeping prices high globally. - Hindalco Vedanta & NALCO are key beneficiaries in India. - Investors must assess fundamentals governance & valuations before investing"
X Link @Equitymaster 2025-10-28T06:53Z 12.7K followers, XX engagements
"1 Top Pharmaceutical Stock: Zydus Lifesciences vs Rubicon Research Indias pharma sector is booming exports crossed US$ XX bn in FY25 backed by strong USFDA approvals and global demand. But between Zydus Lifesciences and Rubicon Research which one stands stronger Lets break it down 🧵👇"
X Link @Equitymaster 2025-10-17T05:11Z 12.7K followers, XXX engagements
"2 Zydus Lifesciences The Integrated Pharma Giant A global player operating across the entire value chain from R&D to manufacturing and marketing. In Q1 FY26 Zydus saw strong execution in US formulations and branded India business outperforming market growth"
X Link @Equitymaster 2025-10-17T05:11Z 12.7K followers, XX engagements
"11Final Verdict Zydus Lifesciences is the diversified heavyweight building new pillars in biologics and MedTech. Rubicon Research is the nimble challenger scaling fast in niche US markets. Both have strong R&D focus but Zydus offers stability while Rubicon offers high growth potential"
X Link @Equitymaster 2025-10-17T05:11Z 12.7K followers, XXX engagements
"#TheFundStrategist - Mirae Asset Large Cap Fund: A Popular Fund Lagging on Risk-adjusted Returns Should you consider Mirae Asset Large Cap Fund for your watchlist Read on. Launched in April 2008 as Mirae Asset India Equity Fund this scheme was later rechristened as a large cap fund from May 2019 and renamed Mirae Asset Large Cap Fund. It is today one of the popular large cap mutual fund schemes with an AUM of over Rs XXX billion. In today's editorial we will understand if this fund would be worth adding to your watchlist. You can read it here:"
X Link @Equitymaster 2025-10-27T05:00Z 12.7K followers, XXX engagements
"5/ #3: #PondyOxides & Chemicals 🔩 Indias largest non-ferrous metal recycler & lead alloy maker. - FII stake: XXX% ➡ XXX% - DII stake: XXX% ➡ X% FY25 snapshot: - Sales: 20569M (+33.4%) - Net Profit: 581M - ROCE: XXXX% 💰 500M capex planned for FY26; adding 72000 MTPA lead capacity"
X Link @Equitymaster 2025-10-27T05:39Z 12.7K followers, XX engagements
"7/ X Avenue Supermarts (DMart) - Major retail chain in India. - Net profit H1FY26: 6850m +4% YoY. - Operating margin stable at 7%. - Growth driven by footfalls private-label sales & cost efficiency"
X Link @Equitymaster 2025-10-28T05:24Z 12.7K followers, XX engagements
"9/ Key takeaway: When smart money moves in sync it signals confidence in: - Robust balance sheets - Stable earnings - Scalable businesses"
X Link @Equitymaster 2025-10-28T05:24Z 12.7K followers, X engagements
"10/ Always evaluate fundamentals governance & valuations. Institutional inflows can support stocks but personal due diligence is crucial. ✅"
X Link @Equitymaster 2025-10-28T05:24Z 12.7K followers, X engagements
"6/ Institutional interest rising: FIIs now XXXX% DIIs 8.8%. Supported by govt push for edible oil self-reliance & rural consumption recovery. Plans: expand FMCG contribution to XX% by FY27 reach 50k villages X million retail outlets in X years"
X Link @Equitymaster 2025-10-28T05:24Z 12.7K followers, XX engagements
"#3 #NALCO A Navratna PSU specializing in bauxite mining alumina refining aluminium production & power generation. - FY25 net profit: 52.7B (up XXX% YoY) - FY25 revenue: 167.9B (up XX% YoY) - Highest ever bauxite excavation & aluminium sales in FY25"
X Link @Equitymaster 2025-10-28T06:53Z 12.7K followers, XX engagements
"⚠ Disclaimer This is information only not a stock recommendation. Market risks exist. Do your own research & consult a financial advisor before investing"
X Link @Equitymaster 2025-10-28T06:53Z 12.7K followers, XXX engagements