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@raghavwadhwa Avatar @raghavwadhwa Raghav Wadhwa

Raghav Wadhwa has been discussing India's growing semiconductor industry, with a focus on its potential to become a global chip hub. India's semiconductor market is projected to reach $XXX billion by 2030, driven by government initiatives and investments in fabrication facilities and research. Wadhwa has also touched on related topics, including copper demand and its applications in emerging technologies.

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Social category influence countries XXXX% finance XXXX% stocks XXXX% technology brands XXXX% automotive brands XXXX% cryptocurrencies XXXX% fashion brands XXXX% travel destinations XXXX%

Social topic influence india #6015, infrastructure #510, upside #207, electronics #423, lg 0.67%, integration #319, longterm #264, market cap #2087, china 0.4%, mining #421

Top accounts mentioned or mentioned by @raghavwadhwagt @grok @sethvikas @syedtau57864122 @amoghsridhar1 @aplombinvest @stockpickerpp @bhartkinari @aniket98922910 @rahulkottapalli @pronxt @easeofinvesting @stockguruindian @chartitude @soicfinance @stockscansin @ankitpatel4488 @ramapothineni @palpal1981 @onndrocks

Top assets mentioned Alphabet Inc Class A (GOOGL) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"✍Key Metrics: 🔶LG Electronics: 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹PEG Ratio: XXXX 🔹3 Years Sales Growth: XX% 🔹3 Years Profit Growth: 23%"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1524 engagements

"☀ACE investor Mukul Mahavir Agrawal holds XXXX% stakes in this company. ☀An SME company offering turnkey solar EPC and O&M solutions across sectors while also supplying solar products. To know more about the company click 🧵👇"
X Link @raghavwadhwa 2025-10-11T10:32Z 98.1K followers, 26.9K engagements

"📌India currently lacks listed pure-play DC operators though industry leaders such as NTT STT and AdaniConnex could eventually explore REIT or InvIT structures to monetize assets"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 1488 engagements

"How rate cuts directly boost Diwali consumption: ✅ Cheaper EMIs more auto and durable purchases ✅ Lower cost of credit higher discretionary spending ✅ Banks/NBFCs aggressively push festive loans BNPL and credit cards ✅ Housing revival triggers furniture appliances home dcor demand"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"✍Solarium Green Energy Ltd: 🔹SGEL provides end-to-end turnkey solar solutionsfrom design and procurement to construction commissioning and O&Mfor residential commercial industrial and government projects. It also sells solar products (PV modules inverters and meters) manages logistics and financial structuring and offers certified O&M services including panel cleaning repairs replacements and inspections"
X Link @raghavwadhwa 2025-10-11T10:32Z 98.1K followers, 3116 engagements

"✍Waaree Renewables Technologies Ltd a subsidiary of the Waaree Group leads the Groups Solar EPC business. 🔹The Waaree Group Indias #1 module manufacturer boasts XX GW module & XXX GW cell capacity with ventures in Battery Energy Storage Systems and Green Hydrogen Electrolysers. 🔹Waaree Renewables contributes XX% to the Groups overall profitability"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, 2745 engagements

"🔹Vedanta Ltd 🔹Gujarat Fluorochemicals Ltd 🔹Cyient Ltd 🔹HCL Technologies Ltd 🔹CG Power & Industrial Solutions Ltd 🔹Grindwell Norton Ltd 🔹Kaynes Technology India Ltd 🔹Amber Enterprises India Ltd 🔹MIC Electronics Ltd 🔹Shivalik Bimetal Controls Ltd 🔹IZMO Ltd"
X Link @raghavwadhwa 2025-10-01T12:54Z 98.1K followers, 1632 engagements

"🪔Axis Direct Diwali Mahurat Picks 2025 ✨Rainbow Childrens Medicare: XX% upside ✨DOMS Industries: XX% upside ✨KEC International: XX% upside ✨Chalet Hotels: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 6722 engagements

"✍Clientele 🔶LG serves millions of households and is No. X in key appliance categories. In B2B it provides HVAC displays and commercial solutions to clients such as hospitals offices retail chains government facilities and hospitality players. Key institutional clients include healthcare education and infrastructure sectors using LGs HVAC and information display systems"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 2023 engagements

"🔶Sector: Consumer Durables & Electronics 🔹Voltas Ltd 🔹Havells India Ltd 🔹Dixon Technologies Ltd 🔹Amber Enterprises India Ltd 🔹Blue Star Ltd 🔹Whirlpool of India Ltd 🔹TTK Prestige Ltd 🔹V-Guard Industries Ltd 🔹Electronics Mart India Ltd 🔹Aditya Vision Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"🪔Prabhudas Liladhars Diwali Long-Term Stock Picks ✨ABB Ltd: XX% upside ✨Bharat Electronics Ltd (BEL): XX% upside ✨BHEL: XX% upside ✨Coal India: XX% upside ✨Exide Industries: XX% upside ✨GMDC Ltd: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 4872 engagements

"✍Financial performance FY25 🔶LG Electronics India Ltd (FY25) 🔹 Revenue: 24367 Cr 🔹 Operating Profit: 3115 Cr 🔹 Net Profit: 2203 Cr 🔶Voltas Ltd (FY25) 🔹 Revenue: 15413 Cr 🔹EBITDA: XXX Cr 🔹Net Profit: XXX Cr"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1711 engagements

"🔹Tata Power Company Ltd 🔹Blue Star Ltd 🔹D-Link India Ltd 🔹Ahluwalia Contracts (India) Ltd 🔹E2E Networks Ltd 🔹Reliance Industries Ltd 🔹Adani Enterprises Ltd 🔹Bharti Airtel Ltd"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 2596 engagements

"✍Order book 🔶LG operates on a high-frequency B2C model rather than a fixed order book. As Indias #1 player across major home appliances & consumer electronics its rolling demand is powered by strong brand loyalty and 6065% recurring orders from repeat and replacement purchases. With leadership across RACs refrigerators TVs and washing machines LGs scale and omnichannel reach create a sustainable demand pipeline"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1934 engagements

"✨Apollo Hospitals Enterprise Ltd Apollo Hospitals Enterprise Ltd is Indias pioneering corporate healthcare institution and one of Asias leading integrated healthcare providers with a diversified presence across hospitals pharmacies diagnostics and retail health services. 🔹Market Cap: 110168 Cr 🔹Bed Occupancy Rate: XX% 🔹Inpatient Volume: X (Lakhs) 🔹Outpatient Volume: XXXXX (Lakhs) 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XXXX% 🔹Upside%: 13.2%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.1K followers, 2325 engagements

"✍Clientele: 🔹Waaree Renewables serves a diversified clientele across industrial commercial and utility segments partnering with marquee players like Jindal Renewables Greenko NEEPCO and Acciona Energy to execute large-scale solar EPC projects and long-term power supply contracts"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"8Cybersecurity and Monitoring Software (DCIM): 🔹A Data Center Infrastructure Management (DCIM) system is software that monitors and manages a data center's physical components like IT equipment power cooling and security. It provides real-time insights helps with capacity planning optimizes operations and includes features like access control and environmental security"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1081 engagements

"🔶Strong global presence with marquee clients and projects: 🔹The company exports to XX countries across X continents serving XXX international customers including MP STENEKO AB (Sweden) GI-MA STONE SRL (Italy) and Xiamen Group (China) with its granite used in landmark projects such as the CSSC Power Tower and Shenyang MaoYe Center in China"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, 1145 engagements

"13Valuation Benchmarks and Global Comparables Globally listed DC companies trade at EV/EBITDA multiples of 2022 on a one-year forward basis. 🔹Equinix: XX (1-yr forward) 🔹Digital Realty: XX 🔹Keppel DC REIT: XX 🔹GDS Holdings (China): XX 🔹NextDC (Australia): XX reflecting regional monopoly and hyperscaler exposure"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 1548 engagements

"3Why India is the Worlds Next Data Center Powerhouse Despite being one of the largest digital economies in terms of data generation and users India holds only a minor share of global data center capacity. 🔸India contributes XX% of global data consumption but India hosts only X% of global data center capacity"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 2123 engagements

"🔹Other appliances including vacuum cleaners air purifiers & water heaters 🔹Home entertainment products such as televisions soundbars & wireless speakers 🔹B2B solutions including commercial ACs displays & washing machines"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 2307 engagements

"🔹Radar Electronics & Communication Systems: XX% of TPCR programs revolve around AI-enabled radar and networked systems a massive tailwind for BEL Data Patterns and Astra Microwave"
X Link @raghavwadhwa 2025-10-14T09:28Z 98.1K followers, 1226 engagements

"👉Listed Indian company involved in data center Specialized Networking and Cloud Enablement: 🔶Sterlite Technologies Ltd 🔶Bharti Airtel (Nxtra Data)"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, XXX engagements

"☀ This Solar EPC Company is Part of Indias Top Tier-1 Module Manufacturer 🔥Blockbuster Q2FY26 Result Sales 🔼 XX% YoY PAT 🔼 XXX% YoY ☀Strategic Entry into the Data Center Segment to tap a large X GW market opportunity over the next XX years. To know more about the company click 🧵👇"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, 26.5K engagements

"⚙RACL Geartech Ltd: A small cap company engaged in automotive gears and components business. ⚙The company supplies key automobile components to BMW Motorrad Kubota Corporation KTM AG etc. Detailed Company Analysis🧵👇"
X Link @raghavwadhwa 2024-01-03T12:02Z 98.1K followers, 38.1K engagements

"🔶Voltas Ltd: 🔹Room ACs air coolers water & visi coolers commercial/medical refrigeration and cold rooms 🔹HVAC systems including ducted ACs VRF chillers and packaged solutions for commercial projects 🔹Home appliances (via Voltbek) such as refrigerators washing machines microwaves dishwashers and SDAs"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 2240 engagements

"📌This mismatch presents a once-in-a-generation infrastructure opportunity. Several global hyperscalers (AWS Azure Google Meta) and private equity investors are aggressively deploying capital in India because of its:"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 2018 engagements

"🔶Growth Strategy and Outlook 🔹Netweb Technologies is poised for 3540% revenue growth in FY26 driven by expanding demand for AI infrastructure and domestic manufacturing under Indias PLI XXX scheme. The companys participation in both IT Hardware and Telecom & Networking PLI programs along with its planned expansion into Europe and the Middle East underpins its global ambitions. With deep partnerships consistent repeat business and a focus on next-generation GPU and AI solutions Netweb is transforming from a supercomputing pioneer into a strategically positioned AI infrastructure and product"
X Link @raghavwadhwa 2025-10-06T12:48Z 98.1K followers, 1657 engagements

"🔹Clean energy technologies (solar wind hydrogen): rising from XX kt to XX kt 🔹Electric vehicles: from X kt to XX kt 🔹Wind turbines: steady demand around XX kt"
X Link @raghavwadhwa 2025-10-10T10:01Z 98.1K followers, 3024 engagements

"✍Mine-to-Distribution Model with Global Reach 🔶Integrated value chain from mine to finished product: 🔹Midwest sells most granite blocks directly from its mines or stockyards while nearby processing facilities recover lower-grade blocks efficiently ensuring maximum yield and full control over quality cost and logistics"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, 1185 engagements

"✨Oswal Pumps Ltd Oswal Pumps Ltd (OPL) is a leading and fast-growing vertically integrated manufacturer of solar and electric pumping solutions in India. 🔹Market Cap: 8832 Cr 🔹P/E: XX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 25.2%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.1K followers, 2976 engagements

"🔹Ilmenite Titanium Slag TiO pigment synthetic rutile titanium sponge. 🔹Applications in paints aerospace automotive electronics semiconductors and medical. 🔹Monazite contains rare earths (neodymium cerium lanthanum) used in EVs wind turbines magnets and LEDs. 🔹Exploration spend (as of June XX 2025): XXXXX Mn"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, XXX engagements

"46 Sectors and Their Companies That May Benefit from Festive Spending 🔶Sector: Retail & E-commerce: 🔹Avenue Supermarts Ltd (DMart) 🔹FSN E-Commerce Ventures Ltd (Nykaa) 🔹Trent Ltd 🔹V-Mart Retail Ltd 🔹Shoppers Stop Ltd 🔹Vishal Mega Mart Ltd 🔹CarTrade Tech Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"2 Investor sentiment in Indian metals remains strong as extended safeguard duties Chinas supply discipline and potential EU tariff hikes support pricing. Tata Steel and JSW Steel are positioned to benefit the most"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.1K followers, 1802 engagements

"🔶Voltas a trusted Tata Group company with 60+ years of legacy leads in air conditioning refrigeration & EPC electro-mechanical projects across India the Middle East & Singapore. With strong Swiss roots (Volkart Brothers) and expertise in engineering solutions it excels in project management & industrial services"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 2500 engagements

"🔟Market Structure and Competitive Landscape 🔶Capacity and Regional Concentration As of FY24 Indias installed IT DC capacity stands at 1030 MW distributed as: 🔹Mumbai XX% 🔹Chennai XX% 🔹Delhi NCR XX% 🔹Pune XX% 🔹Bengaluru X% 🔹Others (Hyderabad Kolkata) X% 📌Mumbai and Chennai dominate due to submarine cable landings robust fiber backhaul and power reliability. However their share is projected to decline from XX% in 2024 to XX% by 2027 as Delhi Hyderabad and Pune emerge as secondary hubs"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 1600 engagements

"🪔Philip Capital Samvat 2081 ✨ ABB India: XX% upside ✨ Angel One: XX% upside ✨ BEL (Bharat Electronics): XX% upside ✨ CAMS: XX% upside ✨ DLF: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 6006 engagements

"📌In India Dixon ($5 billion) Amber ($1 billion) Syrma ($450 million) and Kaynes ($320 million) are still early in their growth curves. With Indias policy tailwinds and domestic demand a 3040% CAGR over the next five years is plausible"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.1K followers, 1386 engagements

"🔶Sector: Automobiles: 🔹Maruti Suzuki India Ltd 🔹Mahindra & Mahindra Ltd 🔹Tata Motors Ltd 🔹Bajaj Auto Ltd 🔹Hyundai Motor India Ltd 🔹Eicher Motors Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"🔶 Punjab National Bank 🔹Reduction: 2712000 ➝ 1120000 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 Varun Beverages Ltd 🔹 Reduction: 268550 ➝ 244975 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 Bandhan Bank Ltd 🔹 Reduction: 1040400 ➝ 892800 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.1K followers, 3328 engagements

"📌Historical data suggests defense spending spikes after conflicts post-1962 (China) 1988 (Kashmir) 2000 (Kargil) 2016 (Uri) 2020 (Galwan) and 2025 (Pahalgam attack). With ongoing border tensions sustained capex growth seems inevitable"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, 1005 engagements

"👉A list of companies driving the future of data center infrastructure and innovation: 🔹Netweb Technologies India Ltd 🔹ITI Ltd. 🔹Railtel Corporation of India Ltd. 🔹Marine Electricals (India) Ltd 🔹Aurionpro Solutions Ltd 🔹ADC India Communications Ltd"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 2623 engagements

"15 Outlook and Conclusion Indias data center sector is transitioning from an early-stage infrastructure theme to a core enabler of its digital economy. With: 🔹Structural demand from AI Cloud and 5G 🔹Robust policy and fiscal support 🔹Rising hyperscaler investments 🔹And world-class cost competitiveness"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 1504 engagements

"🔹Despite being relatively abundant in the Earths crust REEs rarely occur in concentrated economically viable deposits. Their extraction and processing are technologically complex and environmentally sensitive which makes supply chains highly concentrated and geopolitically sensitive"
X Link @raghavwadhwa 2025-10-10T10:01Z 98.1K followers, 4172 engagements

"🔹Product Sale: Waaree Renewables Technologies Ltd drives revenue primarily through the sale of solar modules and EPC project execution. Supported by strong domestic and international demand the company caters to utility-scale commercial and industrial clients. Its product sales are backed by the Waaree Groups integrated manufacturing base and robust order book across solar and renewable energy solutions"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, 1427 engagements

"🔶 Clean Science and Technology Ltd 🔹 Addition: XXXXXXX ➝ 2689656 shares 🔹 Weightage: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Galaxy Surfactants Ltd 🔹 Addition: 1290706 ➝ 1312429 shares 🔹 Weightage: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Vishal Mega Mart Ltd 🔹 Reduction: 28385690 ➝ 20000000 shares 🔹 Weightage: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.1K followers, 6370 engagements

"👉Listed Indian companies involved in data center Cooling solutions: 🔶Voltas Ltd 🔶KRN Heat Exchanger and Refrigeration Ltd 🔶Blue Star 🔶Thermax 🔶Kirloskar Pneumatic"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.1K followers, 1541 engagements

"🔹MEP water infrastructure electrical and solar project services through UMPESL 🔹Textile machinery accessories and after-sales solutions 🔹Mining & construction equipment with operations maintenance and rental services"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 2067 engagements

"12Cost Competitiveness and Capex Advantage 🔹This cost arbitrage has made India the preferred expansion destination for hyperscalers seeking low-cost scalable capacity. 🔹Indias DC setup cost averages $7/W second only to China ($6/W) and significantly below the USA ($10/W) and Japan ($13/W). 🔹Electricity costs stand at $0.090.10 per kWh roughly XX% lower than in developed markets aided by renewable energy sourcing and open-access power availability"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 1561 engagements

"🔶Indigenization The New Economic Engine Indias import dependence has fallen sharply:"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, XXX engagements

"✍Future Outlook: 🔹Strong global demand for granite and engineered stone is driven by urbanization and premium housing. 🔹Quartz segment set for high growth with Phase II capacity expansion and better margins. 🔹Mine ownership ensures cost advantage and pricing power over competitors"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, XXX engagements

"5White Spaces The Next Frontier of Growth Goldman Sachs identifies three under-penetrated verticals that can create the next wave of multibaggers in defense: 🔹Aero-engines & Components: Indias biggest bottleneck local co-production of GE F-414 for Tejas Mk-2 and joint engine development for AMCA could create multi-year opportunities for PTC Industries and Azad Engineering"
X Link @raghavwadhwa 2025-10-14T09:28Z 98.1K followers, 1126 engagements

"💰New Stock Picks by Indias Superstar Investors 💰Explore the stocks Ace Investors added to their portfolios during Q2FY26 A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-10T11:56Z 98.1K followers, 30K engagements

"🔶Private vs Public Sector (DPSUs) 🔹DPSUs enjoy steady cash flows and advance payments from the government but private players despite working capital challenges are now showing faster growth better margins and global integration"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, 1050 engagements

"9Specialized Networking and Cloud Enablement: 🔹Data center networks handle traffic routing switching and resource hosting. While on-premises networking is still important many businesses are adopting cloud networking to host services in cloud environments"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, XXX engagements

"✨Lemon Tree Hotels: XX% upside ✨National Aluminium: XX% upside ✨Zomato: XX% upside ✨Jash Engineering: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 3704 engagements

"✍Revenue Split (FY25): 🔹EPC Contracts: XXXX% 🔹Power Sale: XXX% 📌The companys earnings are predominantly driven by its EPC business supported by stable recurring income from power generation assets"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"🔹Private Sector Entry: Encourage PSUs (NALCO GMDC IREL) and private players (Vedanta Hind Copper AIA Engg.) to enter REE refining. 🔹R&D and Innovation: Develop indigenous refining and magnet sintering technology"
X Link @raghavwadhwa 2025-10-10T10:01Z 98.1K followers, 2767 engagements

"🔶Voltas Ltd: 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹PEG Ratio: XXXX 🔹3 Years Sales Growth: XX% 🔹3 Years Profit Growth: 18%"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1369 engagements

"✍Customer Concentration Waaree Renewables maintains a well-diversified customer base with a strong presence across marquee industrial and utility clients. 🔹Partnerships with leading names such as Jindal Renewables Greenko NEEPCO and Acciona Energy"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"7Renewable Energy Integration: 🔹Renewable energy integration uses solar wind or geothermal power in data centers to reduce emissions cut fossil fuel use and promote sustainability"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1115 engagements

"✍About The Company: 🔶E2E Networks Ltd: 🔹E2E Networks is an AI-first hyperscale cloud provider offering cloud GPU infrastructure and full-stack cloud platforms optimized for AI ML and GenAI workloads"
X Link @raghavwadhwa 2025-10-07T07:22Z 98.1K followers, 1355 engagements

"💡 Learn before you invest Understanding these XX banking ratios can help you identify quality banks and avoid risky ones.👇"
X Link @raghavwadhwa 2025-10-15T07:07Z 98.1K followers, 6953 engagements

"Global aluminium inventories (LME + SHFE) continue to tighten 2025 levels are near decade lows (1.21.4 MT) vs X MT in 202021. Supply discipline and energy constraints underpin prices as demand rebounds in autos packaging & renewables"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.1K followers, 1160 engagements

"7 Coal Indias volumes remain soft amid weak global coal prices and high power plant inventories while NMDCs recovery post-FY25 strikes is tempered by expectations of lower iron ore prices and rising import competition. J.P. Morgan stays cautious on both"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.1K followers, 1256 engagements

"🔶The Future The Digital Battlefield 🔹The nature of warfare is evolving rapidly. Indias newly released Technology Perspective and Capability Roadmap (TPCR 2025) envisions future conflicts being driven by digital autonomous and AI-enabled systems. 🔹For the Army: Focus on high-energy ammunition anti-tank guided missiles stealth vehicles and remotely piloted aircraft"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, 1367 engagements

"6Managed Services and Colocation: 🔹In a data center Managed Services involve the provider managing all IT infrastructure while Colocation rents space for customers to house and manage their own IT equipment using the data center's power cooling and security"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1223 engagements

"🔹Focus on value-added products to improve margins and product mix. 🔹Capex expansion and export diversification can sustain multi-year double-digit growth. 🔹Government support for mining and exports benefits organized players"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, XXX engagements

"🔹Waaree continues to pursue opportunities in international EPC markets enhancing its global footprint and revenue base. 🔹A robust order pipeline and focus on execution excellence are expected to drive sustained value creation and reinforce the companys leadership in the renewable energy sector"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"🔶Voltas Ltd: 🔹6 manufacturing facilities across India including Pantnagar Thane Waghodia Hyderabad & new Chennai plant driving Make in India expansion 🔹AC production capacity: X million+ units annually (incl. Chennai ramp-up) plus additional capacity for commercial cooling & Voltbek appliances"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1547 engagements

"4The Three Mega Themes Shaping Indias Defense Future: 🔶Expanding Domestic Market 🔹Indias capital outlay for defense is expected to grow XXX% annually outpacing total defense expenditure (6.8%). 🔹By FY47 capital spending could make up XX% of total defense expenditure compared to XX% in FY25"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, 1034 engagements

"🛜E2E Networks V/s Black Box 🛜Comparison of Two Small Companies in the Data Center & Digital Infrastructure Space Detailed Comparison🧵👇"
X Link @raghavwadhwa 2025-10-07T07:22Z 98.1K followers, 16.5K engagements

"🔟Global Parallels: Sustaining the High-Growth Phase 🔸A critical question for investors is whether Indian EMS firms can sustain high growth beyond the next XXX years. ➡Historical global examples suggest the answer is yes"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.1K followers, 1149 engagements

"✨HDFC Bank Ltd Indias largest private sector bank and the worlds 10th largest by market capitalization. With strong capital efficiency and market leadership across asset segments it remains a key pillar of Indias financial system. 🔹Market Cap: 1495579 Cr 🔹CASA Ratio: XX% 🔹NIM: XXXX% 🔹Gross NPA: XXXX% 🔹Net NPA: XXX% 🔹ROE: XXXX% 🔹Upside%: 14%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.1K followers, 2395 engagements

"✍New Business Verticals: 🔹Data Centers: Entered EPC for data centers; exploring opportunities through discussions; large X GW market potential over the next XX years. 🔹Cooling Business: Acquired X% stake in a cooling-as-a-solution firm to offer solar EPC to industrial and commercial clients. 🔹BESS: Secured a XX MWh order; seen as a major future EPC growth area with renewable integration though revenue visibility is still limited. 🔹IPP Projects: Approved new projects in Maharashtra and Rajasthan; aimed at building long-term revenue assets; CapEx planned from H2 FY26 onward"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"3Cooling Solutions: 🔹Data center cooling solutions manage heat from servers using air or liquid cooling based on climate power and cost. Common methods include hot/cold aisle containment chilled water systems evaporative cooling and immersion cooling"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.1K followers, 1533 engagements

"✍IPO details: 🔹IPO Date➡Oct XX 2025 to Oct XX 2025 🔹Price Band ➡1014-1065 per Share 🔹Issue size➡451 Cr 🔹Lot size➡14 Shares 🔹Total Issue Size ➡4234740 Shares 🔹Issue Type ➡Book Built Issue IPO 🔹Listing at➡BSE NSE"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, XXX engagements

"📌India is set to become the worlds second-largest consumer market by 2030 with consumption rising XX% to US$4.3T driven by GST cuts rising incomes a young population urbanisation and digital credit access. Tier-2 and Tier-3 cities will lead this surge as better infrastructure and affordability boost both essential and lifestyle spending"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"🪔Diwali Picks By Top Brokerage Houses🪔 A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 60.1K engagements

"4Power Infrastructure: 🔹A data center's power infrastructure includes utility grid power managed by transformers switchgear UPS and PDUs for server racks with generators as backup during outages"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1378 engagements

"🔶Business Segment & AI Solutions 🔹E2Es business revolves around its AI-first TIR platform a hyperscale cloud environment optimized for training and deploying AI ML and GenAI models using the latest NVIDIA GPUs including H100 and H200. Its portfolio includes the Sovereign Cloud Platform AI Labs-as-a-Service and a self-service public cloud that allows enterprises to deploy and manage GPU and compute workloads with ease. 🔹The company serves marquee clients such as Zomato Cars24 Nykaa Healthkart and IndiaMART while maintaining technology partnerships with NVIDIA AMD Intel and Microsoft"
X Link @raghavwadhwa 2025-10-06T12:48Z 98.1K followers, 1325 engagements

"✨Subros Ltd Subros Ltd a JV between the Suri family Denso and Suzuki Motor Corp is Indias largest maker of automotive AC and thermal systems holding XX% share in passenger cars and XX% in truck ACs supported by Densos strong technical expertise. 🔹Market Cap: 7296 Cr 🔹P/E: XX 🔹ROCE: XX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 21.2%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.1K followers, 2932 engagements

"✨Pondy Oxides & Chemicals Ltd Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals. 🔹Market Cap: 3731 Cr 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 23.4%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.1K followers, 2461 engagements

"✅Flexible Payment Methods Saved Indias Dollars Due to sanctions Russia accepted: 🔹Indian Rupees 🔹UAE Dirhams 🔹Chinese Yuan 🔹Barter/credit terms"
X Link @raghavwadhwa 2025-10-16T12:13Z 98.1K followers, XXX engagements

"✨Jubilant FoodWorks Ltd JFL part of the Jubilant Bhartia Group is among Indias largest food service companies operating master franchises for Dominos Pizza Dunkin Donuts and Popeyes while expanding its portfolio with the homegrown brand Hongs Kitchen reflecting strong diversification and brand execution capabilities. 🔹Market Cap: 41131 Cr 🔹P/E: XXX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XXXX% 🔹Upside%: 15.5%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.1K followers, 3229 engagements

"✨Garden Reach Shipbuilders & Engineers (GRSE): XX% upside ✨HSCL: XX% upside ✨KPIT Technologies: XX% upside ✨NTPC: XX% upside ✨Tata Motors: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 4370 engagements

"🪔JM Financial ✨Reliance Industries: XX% Upside ✨Power Grid: XX% Upside ✨Bajaj Finance: XX% Upside ✨ICICI Lombard: XX% Upside ✨Jindal Steel: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 6152 engagements

"🪔HDFC Securities ✨Bank of India: XX% upside ✨JK Lakshmi: XX% upside ✨Jyothy Labs: XX% upside ✨L&T Finance: XX% upside ✨National Aluminium: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 7492 engagements

"✈Goldman Sachss recent report covers Indias Aerospace & Defence Industry Decoding Goldman Sachss Report.🧵👇"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, 21.6K engagements

"🔹Black Box Ltd 🔹Techno Electric & Engineering Company Ltd 🔹Orient Technologies Ltd 🔹HBL Power Systems Ltd 🔹Esconet Technologies Ltd 🔹Schneider Electric Infrastructure Ltd 🔹Anant Raj Ltd 🔹Power Grid Corporation of India Ltd"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 2501 engagements

"11Consolidation and Key Players The industry is highly consolidated with the top five players controlling XX% of total capacity: 🔹NTT Global Data Centers XX% 🔹STT GDC India XX% 🔹Sify Technologies XX% 🔹CtrlS Data Centers X% 🔹Nxtra (Bharti Airtel) X% 📌New entrants like AdaniConnex Digital Connexion (BrookfieldReliance JV) Equinix India and Web Werks Iron Mountain JV are aggressively building capacity pipelines of 10001200 MW (202527) with 5060% already pre-leased to hyperscalers"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 1653 engagements

"🗞Breaking News ⚡Google to invest $XX billion in an AI Hub in Visakhapatnam partnering with Adani to build one of Indias largest data centers ⚡Data Centre Value Chain and its Companies A Detailed Thread.🧵👇"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.1K followers, 19.5K engagements

"🔶Growth Strategy and Outlook 🔹E2E Networks is entering a new phase of hypergrowth backed by Larsen & Toubros 1000 crore strategic investment which gives L&T a XX% stake in the company. This partnership will accelerate E2Es scale-up in the enterprise and government AI cloud markets supporting deeper integration with national AI and digital infrastructure initiatives. With a focus on AI-native product innovation rapid data center expansion and India-centric data compliance E2E Networks is emerging as a strategic AI cloud powerhouse and one of the most product-driven technology companies in"
X Link @raghavwadhwa 2025-10-06T12:48Z 98.1K followers, 1435 engagements

"🚀New IPO Alert 🏗 Midwest Ltd: Engaged in exploration mining processing marketing distribution and export of natural stones. 🏗 Expanding into: ✅ Heavy Mineral Sands ✅ Rare Earth Elements ✅ Solar Glass ✅ Semiconductors (Quartz powder) Should you apply or not 🤔"
X Link @raghavwadhwa 2025-10-15T09:55Z 98.1K followers, 20.1K engagements

"✍Manufacturing facilities 🔶LG Electronics: 🔹Integrated plants in Greater Noida & Pune (Ranjangaon) manufacturing ACs TVs refrigerators washing machines & components. 🔹Total installed capacity: XX million units per annum across key product categories (ACs TVs appliances) enabled by high localisation and backward integration"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1690 engagements

"⚡LG Electronics India vs Voltas ⚡A parallel view of two market leaders powering Indias home appliances & cooling ecosystem Detailed Comparison🧵👇"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 33.8K engagements

"🔶Voltas is scaling capacity with new RAC plant in Chennai and commercial refrigeration plant in Waghodia to meet surging demand. Voltbek is expanding its Sanand facility by XX% to localise refrigerators and washing machines. The company is also investing in backward integration automation and widening distribution to capture growth across cooling appliances and projects"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1655 engagements

"✨Minda Corp: XX% upside ✨Kotak Mahindra Bank: XX% upside ✨Federal Bank: XX% upside ✨JSW Energy: XX% upside ✨Coforge: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 6229 engagements

"🔶Sector: Diamond Gems and Jewellery: 🔹Kalyan Jewellers India Ltd 🔹Thangamayil Jewellery Ltd 🔹Senco Gold & Diamonds Ltd 🔹PNGS Gargi Fashion Jewellery Ltd 🔹Goldiam International Ltd 🔹Vaibhav Global Ltd 🔹Titan Company Ltd 🔹Sky Gold Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"🪔SBI Securities Diwali Picks 2025 ✨TVS Motor Company Ltd: XXXX% upside ✨Ashok Leyland Ltd: XXXX% upside ✨National Alluminium Company Ltd: XXXX% upside ✨Azad Engineering Ltd: XXXX% upside ✨Oswal Pumps Ltd: XXXX% upside ✨Subros Ltd: XXXX% upside ✨Indian Metals & Ferro Alloys Ltd: XXXX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 5409 engagements

"🪔Geojit Samvat 2082 vision ✨State Bank of India ✨Infosys ✨Hindustan Unilever ✨Maruti Suzuki ✨Axis Bank ✨Ultra Tech Cement ✨Tata Consumer Products ✨Hero Motocorp ✨Suzlon Energy ✨Brigade Enterprises ✨Can Fin Holmes ✨H.G. Infra Engineering"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 3916 engagements

"✍Domestic vs Exports 🔶LG Electronics: 🔹Domestic: 90%+ revenue from domestic sales driven by strong brand distribution & localisation strategy. 🔹Export: XX% exports primarily to Asia & the Middle East with focus on scaling global supply from India"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1564 engagements

"5Demand Trends and Applications 🔶Global Demand 🔹The International Energy Agency (IEA) projects total REE demand to grow from XX kt (2023) to XXX kt by 2050 driven mainly by:"
X Link @raghavwadhwa 2025-10-10T10:01Z 98.1K followers, 3062 engagements

"🔶Heavy Mineral Sands & Rare Earth Mining (High-Value Diversification) 🔹Incorporated X subsidiaries in Sri Lanka. 🔸Obtained X exploration licenses for: Rutile Ilmenite Zircon Garnet Sillimanite Monazite"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, XXX engagements

"✨National Aluminium: XX% Upside ✨Gravita India: XX% Upside ✨Macrotech Developers: XX% Upside ✨Olectra Greentech: XX% Upside ✨Ashoka Buildcon: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 6236 engagements

"🔶Voltas reported a strong consolidated order book of over 6750 crore as of FY25 driven by 1750+ crore in international MEP projects under IOBG and 5000+ crore in domestic projects across MEP water infrastructure electrical and solar solutions under UMPESL. This diversified book provides multi-year revenue visibility"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1796 engagements

"2Construction and Leasing: 🔹Data center construction builds facilities for IT equipment while leasing rents space and infrastructure. Both prioritize design power cooling security and compliance"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.1K followers, 1618 engagements

"🤖MosChip Technologies V/s ASM Technologies 🤖An in-depth comparative analysis of key semiconductor & embedded systems players Detailed Comparison🧵👇"
X Link @raghavwadhwa 2025-10-01T11:27Z 98.1K followers, 37.3K engagements

"🔶Business Segment & AI Solutions 🔹Netwebs AI leadership is anchored by its flagship product Skylus. ai a unified and composable GPU orchestration platform designed for rapid deployment and optimization of AI workloads. The company has deployed over XXX supercomputing systems XX private cloud setups and 5000 GPU-based AI systems across academia research and enterprise sectors. As an OEM partner for NVIDIA Netweb is developing AI GPU systems built on the advanced Blackwell platform positioning itself at the core of Indias emerging AI hardware ecosystem. 🔹Its clients include IIT Kanpur IIT"
X Link @raghavwadhwa 2025-10-06T12:48Z 98.1K followers, 1593 engagements

"🔸Kaynes: Broadening industrial and automotive (81%) with defence IoT and aerospace 🔸Syrma: Scaling healthcare IT hardware and exploring defence and railways 🔸Avalon: Growing clean energy medical defence telecom verticals 🔸Cyient DLM: Diversifying beyond aerospace (73%) into auto med-tech and industrials"
X Link @raghavwadhwa 2025-10-09T08:10Z 98.1K followers, 1802 engagements

"✨Fiem Industries Ltd: XXXX% upside ✨Swaraj Engines Ltd: XXXX% upside ✨Pondy Oxides & Chemicals Ltd: XXXX% upside ✨HDFC Bank Ltd: XX% upside ✨Apollo Hospitals Enterprise Ltd: XXXX% upside ✨Indian Bank: XXXX% upside ✨National Securities Depository Ltd: XXXX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 4559 engagements

"🔶 Key Highlights FY25: 🔹Achieved record profitability with EBITDA margin expanding to XXXX% and PAT margin rising to 19.8%. 🔹Revenue grew XXX% YoY to XXX Crores supported by improved product mix and steady execution"
X Link @raghavwadhwa 2025-10-08T09:24Z 98.1K followers, 2262 engagements

"🔹Green hydrogen electrolyser manufacturing plant (300 MW) to be operational by FY27 🔹Inverter manufacturing facility with X GW annual capacity targeted within FY26 🔹Strategic investments focused on long-term growth and technology leadership in renewable energy"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"✨India Mandates Air-Conditioned Cabins for All New Medium and Heavy Trucks Starting June X ✨This small-cap Auto-Ancillary company providing AC solutions for cars buses trucks and railways could be a major beneficiary. Detailed Company Analysis🧵👇"
X Link @raghavwadhwa 2025-06-13T10:16Z 98.1K followers, 50.5K engagements

"This festive season gift your portfolio the sweet taste of growth Join now and enjoy XX% OFF Offer now Live Coupon Code: FESTIVE20 ✅Momentum Thrust ✅ValueVest: Long Term Recommendations ✅ Alpha Micros portfolio ✅SME Champions Club"
X Link @raghavwadhwa 2025-10-12T12:52Z 98.1K followers, 4561 engagements

"👉Listed Indian companies involved in data center Construction and Leasing: 🔶Anant Raj Ltd 🔶DLF Ltd 🔶Mindspace Business Parks REIT"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.1K followers, 1676 engagements

"👉Listed Indian companies involved in data center renewable energy solutions: 🔶Tata Power Company Ltd 🔶Adani Green Energy Ltd 🔶Waaree Renewable Ltd"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1409 engagements

"🪔Systematix Diwali Long-Term Stock Picks 2025 ✨PNB Housing: XX% Upside ✨Shriram Properties: XX% upside ✨Jana Small Finance Bank: XX% upside ✨Paytm: XX% upside ✨Protean eGov: XX% upside ✨GMR Airports: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 4393 engagements

"👉Listed Indian companies involved in data center Power Infrastructure: 🔶Salzer Electronics Ltd 🔶Schneider Electric Infrastructure Ltd 🔶Siemens India 🔶ABB India 🔶Hitachi Energy India 🔶GE T&D India 🔶Techno Electric"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1648 engagements

"🔟Strategic Opportunities for India 🔹Exploration and Resource Mapping: Accelerate AMD and GSI exploration in coastal and inland placer sands. 🔹Processing Capabilities: Collaborate with nations possessing advanced separation technologies (e.g. Japan)"
X Link @raghavwadhwa 2025-10-10T10:01Z 98.1K followers, 2434 engagements

"👉Listed Indian companies involved in data center design and engineering: 🔶L&T Technology Services Ltd 🔶Techno Electric & Engineering Company Ltd 🔶Schneider Electric Infra 🔶Siemens India 🔶Honeywell Automation India 🔶Johnson Controls-Hitachi India"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.1K followers, 1784 engagements

"11Scaling Verticals: The Key to Long-Term Growth To sustain momentum EMS companies must continuously scale smaller verticals and enter new categories just as Hon Hai did with PCs consoles smartphones and now EVs and AI servers. 🔸Dixon: Diversifying from mobiles ( of revenue) into appliances and lighting 🔸Amber: Expanding from consumer durables (73%) into railways and medical devices"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.1K followers, 1354 engagements

"1 Indian metal stocks have outperformed the broader market gaining XX% versus X% for the Nifty in six months. Supportive policies GST cuts and global tariff shifts are fuelling optimism for a spread expansion cycle"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.1K followers, 1877 engagements

"🔹For the Air Force: Major spending on electronic warfare systems and software-defined radios (SDRs) benefiting firms like BEL Data Patterns and Astra Microwave. 🔹For the Navy: Indigenization of weapons and radars (AESA-based) for next-gen frigates and carriers creating export-grade capability"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, 1404 engagements

"✍ Key focus: 🔹Waaree Renewables Technologies Ltd is strengthening its EPC and O&M segments by pursuing opportunities in both domestic and international markets. 🔹The company is actively participating in government and private bids and exploring third-party O&M prospects through organic and inorganic routes"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, 1277 engagements

"🔹India saved $XXX per barrel at peak times. 🔹Even with higher shipping net savings = $XX per barrel. Annual savings $XX billion. 📌This alone made Russia the cheapest large-scale supplier in the world"
X Link @raghavwadhwa 2025-10-16T12:13Z 98.1K followers, XXX engagements

"🔸Phase II to produce: Solar glass-grade quartz grit Ultra-high purity quartz powder for semiconductors crucibles optical glass 🔸Technical partnership with a foreign high-purity quartz expert"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, XXX engagements

"🔶 Titan Company Ltd 🔹 Reduction: 20475 ➝ 19075 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXX Cr 🔶 Tata Chemicals Ltd 🔹 Reduction: 76700 ➝ 70200 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXX Cr 🔶 IndusInd Bank Ltd 🔹 Reduction: 198800 ➝ 146300 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.1K followers, 3231 engagements

"🔶Growth Strategy and Outlook 🔹Aurionpro is targeting over XX% revenue growth in FY25 driven by product innovation international expansion and inorganic acquisitions to strengthen its AI and fintech capabilities. With consistent R&D investment of XX% of annual revenue a growing presence across Asia the Middle East and Europe and scalable product platforms across banking cybersecurity and smart infrastructure the company is positioning itself as one of Indias most promising AI-led enterprise product companies akin to a listed Zoho in the making. 🔹M cap: 6361 Cr 🔹P/E: XXXX 🔹CMP: 1152"
X Link @raghavwadhwa 2025-10-06T12:48Z 98.1K followers, 2485 engagements

"🔹Module Manufacturing Capacity: XX GW 🔹Cell Manufacturing Capacity: XXX GW 🔹Planned Expansion: Additional X GW ingot-wafer and X GW cell capacity by FY27 🔹Order Book: 49000 crore with 100+ GW pipeline 🔹Operational Footprint: Domestic and international markets"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, 1029 engagements

"👉Listed Indian companies involved in data center Cybersecurity and Monitoring Software (DCIM): 🔶Tech Mahindra Ltd 🔶Infosys Ltd 🔶Quick Heal Technologies 🔶SecureKloud Technologies 🔶Aurionpro Solution"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1179 engagements

"7Who are the direct beneficiaries: 🔹Moschip Technologies Ltd 🔹Centum Electronics Ltd 🔹ASM Technologies Ltd 🔹Astra Microwave Products Ltd 🔹RIR Power Electronics Ltd 🔹Tata Elxsi Ltd 🔹Spel Semiconductor Ltd"
X Link @raghavwadhwa 2025-10-01T12:54Z 98.1K followers, 1448 engagements

"✨ Hindalco: XX% upside ✨ HDFC Life: XX% upside ✨ Hemisphere Properties: XX% upside ✨ Mankind Pharma: XX% upside ✨ Mphasis: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 5478 engagements

"🔶Premium Marble & Quartzite (Import Substitution + Exports) 🔹Developing Laza Grey Marble and Celestia Quartzite mines in Andhra Pradesh. 🔹Aims to replace imported premium marble/quartzite in India. 🔹Exploring exports to Europe via Italian partner"
X Link @raghavwadhwa 2025-10-15T09:56Z 98.1K followers, XXX engagements

"🔶Cummins India Ltd 🔹Cummins India has launched advanced Battery Energy Storage Systems (BESS) under its Destination Zero strategy integrating renewables with power infrastructure to support peak shaving energy shifting and reliability for sectors like manufacturing data centers commercial real estate and mining"
X Link @raghavwadhwa 2025-09-10T09:48Z 98.1K followers, 1444 engagements

"👉Listed Indian companies involved in data center Managed Services and colocation: 🔶Tata Communications Ltd 🔶Netweb Technologies India Ltd 🔶Bharti Airtel (Nxtra Data)"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.1K followers, 1557 engagements

"✍Business Verticals: 🔹Waaree Renewables Technologies Ltd operates across key renewable energy verticals solar EPC project development and O&M services. Leveraging the Waaree Groups integrated manufacturing capabilities the company is expanding into energy storage systems green hydrogen and power infrastructure strengthening its position in Indias clean energy transition"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, 2103 engagements

"⚡Subros Ltd: A small cap Auto Ancillary Company 🗞Related News: ⚡Co bags new order from Indian Railways for Coach Air-conditioners ⚡Ministry of Road Transport mandates AC Installation In Truck Cabins from Jan 2025. Opportunity for Subros Detailed Company Analysis🧵👇"
X Link @raghavwadhwa 2023-12-11T10:54Z 98.1K followers, 99.6K engagements

"🔶 Jtekt India Ltd 🔹 Addition: 18352763 ➝ 21133584 shares 🔹 Weightage: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Bluestone Jewellery and Lifestyle Ltd 🔹 New Addition: 5186909 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Hitachi Energy India Ltd 🔹 Reduction: 158948 ➝ 144150 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.1K followers, 5987 engagements

"✍Data Centre Value Chain: 1Design and Engineering: 🔹Data center design and engineering segment involves planning and building infrastructure to house computing and storage equipment focusing on location power cooling connectivity security and redundancy for reliable and efficient operations"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.1K followers, 1696 engagements

"3Policy Tailwind: GST XXX The Next Big Consumption Accelerator: 🔶Urban vs Rural: Twin Engines of Growth GST XXX arrives at a time when consumption recovery is uneven between urban and rural India"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"🔶Voltas serves residential consumers as Indias #1 RAC brand and Voltbek home appliance customers. In projects it delivers HVAC and MEP solutions to marquee clients such as New Parliament Building Kolkata & Chennai Metro Dubai Uptown Tower Fujairah Airport Mina Zayed Tunnel and Dubai Waste Management Centre"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 2020 engagements

"🔹Maintained a debt-free balance sheet with investments of over XXX Crores reflecting strong financial stability. 🔹Order book stood at XXX Crores as of June 2025 indicating robust demand visibility"
X Link @raghavwadhwa 2025-10-08T09:24Z 98.1K followers, 2103 engagements

"🔶Business Segment & AI Solutions 🔹Aurionpros business spans two main verticals: Banking & Fintech and Technology Innovation Group. Its flagship AI-powered products include the iCashpro+ Transaction Banking Platform SmartLender Omnifin AuroPay and the digital onboarding platform AuroCheck. Through its subsidiary Arya. ai it embeds advanced AI capabilities into its fintech and enterprise solutions. 🔹The company serves over XXX clients globally including leading banks fintech firms and data center operators maintaining long-standing relationships averaging over eight years"
X Link @raghavwadhwa 2025-10-06T12:48Z 98.1K followers, 2494 engagements

"🔸Hon Hai (Foxconn) in Taiwan achieved a XX% CAGR scaling from $XXX million to $XX billion between CY95CY05. 🔸Luxshare in China delivered XX% CAGR scaling from $XXX million to $XX billion between CY10CY22"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.1K followers, 1189 engagements

"✨National Aluminum Company Ltd One of Indias largest integrated Bauxite-Alumina-Aluminium-Power complexes and among Asias leading primary aluminium producers reflecting strong vertical integration and strategic sectoral importance. 🔹Market Cap: 39882 Cr 🔹P/E: XXXX 🔹ROCE: XX% 🔹 3-year Sales Growth: X% 🔹Upside%: 19.7%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.1K followers, 3215 engagements

"🌟Andhra Pradesh is quietly becoming Indias next big EMS hub attracting 9700 Cr from top brands like Carrier Global LG Electronics & more. Which Listed Companies are Setting Up in Andhra Pradesh and Why🧵👇"
X Link @raghavwadhwa 2025-03-25T11:01Z 98.1K followers, 83.3K engagements

"✍ Future outlook 🔶LG Electronics: 🔹 LG Electronics India aims to accelerate growth through premiumisation AI- and IoT-enabled products and deeper localisation while leveraging its upcoming IPO to invest in innovation expand capacity and strengthen its leadership in the domestic appliances and consumer electronics market"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1651 engagements

"🔹The company is on track to operationalize its X GW ingotwafer cell and module manufacturing facilities by FY27 strengthening vertical integration. 🔹Expansion into battery energy storage systems and green hydrogen manufacturing is progressing as part of its clean energy diversification strategy"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"✍LCD TV Panel Shipments by Vendor (20232024): 🔹Displays bar heights for vendors like BOE CSOT Innolux and Sharp illustrating China's vendor dominance through companies like BOE and CSOT leading unit shipments"
X Link @raghavwadhwa 2025-08-29T10:10Z 98.1K followers, 3260 engagements

"🔹The Army now imports only X% of its equipment Navy XX% and Air Force XX% though the latter still depends on foreign suppliers for engines and radar systems. 🔹Over 5000 items are listed for indigenization under Make in India of which 3000+ have already been localized"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.1K followers, XXX engagements

"🔶Sector: FMCG 🔹Nestl India Ltd 🔹Hindustan Unilever Ltd 🔹ITC Ltd 🔹Dabur India Ltd 🔹Marico Ltd 🔹Godrej Consumer Products Ltd 🔹Colgate-Palmolive (India) Ltd 🔹Emami Ltd 🔹Varun Beverages Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.1K followers, XXX engagements

"🔶MTAR Technologies Ltd: 🔹The Company develops and manufactures components and equipment for the defense aerospace nuclear and clean energy sectors. 🔹P/E: XXXX 🔹ROCE: XXXX % 🔹EV/EBITDA: XXXX 🔹Sales growth 3Years: XXXX %"
X Link @raghavwadhwa 2025-08-15T13:06Z 98.1K followers, 3514 engagements

"⚡ Govt to launch 7350 Cr plan to boost production of rare-earth magnets ⚡ A detailed look at growth plans and the listed companies likely to benefit from these initiatives A Detailed Thread.🧵👇"
X Link @raghavwadhwa 2025-10-10T10:01Z 98.1K followers, 40.2K engagements

"🏗Over XX years of expertise in underground mining equipment manufacturing. 🏗 ACE investor Vijay Kedia has acquired 57400 shares at 1906.71 per share in this company. To know more about the company click 🧵👇"
X Link @raghavwadhwa 2025-10-08T09:24Z 98.1K followers, 74.8K engagements

"🔶 Dr. Reddys Laboratories Ltd 🔹 Addition: 11217622 ➝ 11632943 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 1514.61 Cr 🔶 Zydus Lifesciences Ltd 🔹 Addition: 14470385 ➝ 14786344 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 1542.22 Cr 🔶 Cipla Ltd 🔹 Reduction: 9450707 ➝ 8991707 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 1403.61 Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.1K followers, 3512 engagements

"✍Capex/expansion plan 🔶LG is expanding capacity and localisation to meet rising Indian demand. It is investing in new manufacturing (e.g. proposed Andhra Pradesh plant) and upgrading automation to enhance efficiency. LG is also growing distribution through BrandShops regional reach and direct-to-consumer channels while scaling premium and B2B product lines for long-term growth"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.1K followers, 1736 engagements

"🧑🔧Indias Electronics Manufacturing Services (EMS): The Sunrise Sector Powering the Next Decade 🧑🔧Govt has received XXXX Lakh Cr investment proposals under the Electronics Component Manufacturing Scheme nearly double its target A Mega Thread 🧵👇"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.1K followers, 18.5K engagements

"✍Waaree Renewable Technologies Ltd 🔹Incorporated in 1999 Waaree Renewables Technologies Ltd is a leading player in Indias clean energy landscape. Focused on power generation through renewable sources and consultancy services Waaree stands as one of the countrys largest vertically integrated new energy companies"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, 2661 engagements

"1Introduction: 🔹Rare Earth Elements (REEs) have emerged as the vitamins of modern technology small in quantity but indispensable in application. These XX metallic elements are the foundation for several critical technologies that define the 21st century from AI robotics space exploration clean energy and electric mobility to advanced defense systems and semiconductors"
X Link @raghavwadhwa 2025-10-10T10:01Z 98.1K followers, 4248 engagements

"🪔Share India Picks ✨Adani Ports: XX% Upside ✨HG Infra: XX% Upside ✨Granules: XX% Upside ✨Jindal Saw: XX% Upside ✨Lemon Tree Hotels: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 5716 engagements

"In Europe Tata Steels cost transformation aims for UK EBITDA breakeven by 4QFY26. Expected EU import quota cuts and tariff hikes alongside CBAM activation in 1QCY26 could further lift regional steel prices and support profitability"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.1K followers, XXX engagements

"🔶SPML Infra Ltd: 🔹SPML Infra has entered the BESS segment through a tie-up with Energy Vault setting up a X GW plant in Pune by FY28 with XXX crore capex"
X Link @raghavwadhwa 2025-09-10T09:47Z 98.1K followers, 1477 engagements

"⚡ India Metals: A Sector in its own Bull Run ⚡ Why J.P. Morgan is bullish on Indias metals sector Decoding J.P. Morgans Report .🧵👇"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.1K followers, 23.3K engagements

"6 Indias steel capacity is set to rise from XXX MT (FY25) to XXX MT (FY31). Market leadership consolidates with JSW (20%) and Tata (14%) expanding share while smaller players share declines to 34%. Industry growth driven by scale integration & capex momentum"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.1K followers, 1435 engagements

"India is poised to emerge as a global digital infrastructure hubakin to what China achieved in manufacturing and Taiwan in semiconductors. 📌By 2030 Indias data center capacity could surpass XXX GW supported by AI workloads data localization and low-cost power availability positioning the country as a cornerstone of the global digital supply chain"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.1K followers, 1595 engagements

"🔹Balanced exposure across commercial industrial and government segments 🔹Focus on long-term high-conviction contracts driving revenue visibility and cash flow stability 🔹Diversification strategy reduces dependence on any single client and enhances business resilience"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.1K followers, XXX engagements

"✨Nippon Life AMC: XX% Upside ✨Sharda Motor: XX% Upside ✨Tata Power: XX% Upside ✨Yatharth: XX% Upside ✨Zen Technologies: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.1K followers, 5300 engagements