Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::100281231.png) @raghavwadhwa Raghav Wadhwa

No specific information about Raghav Wadhwa was found. However, various Indian companies across industries such as technology, metals, and consumer goods have seen changes in their stock holdings and investments. Notable companies mentioned include Voltas, Tata Steel, and LG Electronics, with updates on their financial performance, growth strategies, and market trends.

### Engagements: XXXXXX [#](/creator/twitter::100281231/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100281231/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +18%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XXX [#](/creator/twitter::100281231/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100281231/c:line/m:posts_active.svg)

- X Week XXX +11%
- X Month XXX +30%
- X Months XXXXX +1.50%
- X Year XXXXX +18%

### Followers: XXXXXX [#](/creator/twitter::100281231/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100281231/c:line/m:followers.svg)

- X Week XXXXXX +0.13%
- X Month XXXXXX +0.35%
- X Months XXXXXX +3.50%
- X Year XXXXXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::100281231/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100281231/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::100281231/influence)
---

**Social category influence**
[countries](/list/countries)  XXXX% [finance](/list/finance)  #5112 [stocks](/list/stocks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXX%

**Social topic influence**
[india](/topic/india) #3773, [upside](/topic/upside) #72, [hotels](/topic/hotels) #93, [finance](/topic/finance) #900, [stocks](/topic/stocks) #661, [suzuki](/topic/suzuki) #406, [$7269t](/topic/$7269t) #406, [longterm](/topic/longterm) #332, [infrastructure](/topic/infrastructure) #751, [bel](/topic/bel) #50

**Top accounts mentioned or mentioned by**
[@raghavwadhwagt](/creator/undefined) [@amoghsridhar1](/creator/undefined) [@bhartkinari](/creator/undefined) [@jitendratak17](/creator/undefined) [@grok](/creator/undefined) [@aplombinvest](/creator/undefined) [@stockpickerpp](/creator/undefined) [@aniket98922910](/creator/undefined) [@soicfinance](/creator/undefined) [@stockscansin](/creator/undefined) [@iamsamirarora](/creator/undefined) [@swapnilpwagh](/creator/undefined) [@ramapothineni](/creator/undefined) [@subhash36488199](/creator/undefined) [@dhemantb](/creator/undefined) [@dr_sjk](/creator/undefined) [@appanikaus91171](/creator/undefined) [@palpal1981](/creator/undefined) [@voillotrip](/creator/undefined) [@nipung](/creator/undefined)

**Top assets mentioned**
[Unilever plc (UL)](/topic/$ul) [Colgate-Palmolive Company (CL)](/topic/colgatepalmolive) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Honeywell International Inc (HON)](/topic/honeywell) [Carrier Global Corp (CARR)](/topic/carrier-global)
### Top Social Posts [#](/creator/twitter::100281231/posts)
---
Top posts by engagements in the last XX hours

"🪔Bajaj Broking Diwali Picks ✨Reliance:10% upside ✨BEL: XX% upside ✨JSW Energy: XX% upside ✨Suzlon: XX% upside ✨Sagility:19% upside ✨Jayaswal Neco: XX% upside ✨Senores: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172576820466172) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1282 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](https://x.com/raghavwadhwa/status/1980172594105160071) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🪔Philip Capital Samvat 2081 ✨ ABB India: XX% upside ✨ Angel One: XX% upside ✨ BEL (Bharat Electronics): XX% upside ✨ CAMS: XX% upside ✨ DLF: XX% upside ✨ Hindalco: XX% upside ✨ HDFC Life: XX% upside ✨ Hemisphere Properties: XX% upside ✨ Mankind Pharma: XX% upside ✨ Mphasis: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172558877008370) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1627 engagements


"✨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](https://x.com/raghavwadhwa/status/1980172568947834975) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1246 engagements


"✨Lemon Tree Hotels: XX% upside ✨National Aluminium: XX% upside ✨Zomato: XX% upside ✨Jash Engineering: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172604926521588) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🔶 Indian Energy Exchange Ltd 🔹 Addition: 44206584 ➝ 73511702 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 1051.22 Cr 🔶 Axis Bank Ltd 🔹 Addition: 30107270 ➝ 32644875 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 3545.23 Cr 🔶 Maruti Suzuki India Ltd 🔹 Reduction: 3021670 ➝ 2746670 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4149.94 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1966098470022025407) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3444 engagements


"🔶 EID Parry India Ltd 🔹 Addition: 3997165 ➝ 4433570 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Larsen & Toubro Ltd 🔹 Reduction: 297500 ➝ 285600 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Sun Pharmaceutical Industries Ltd 🔹 Reduction: 468650 ➝ 442750 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1966098473293639853) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3279 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](https://x.com/raghavwadhwa/status/1976959015688323348) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T10:32Z 98.2K followers, 27K 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](https://x.com/raghavwadhwa/status/1978052224304525818) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K 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](https://x.com/raghavwadhwa/status/1978434716354203801) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1189 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](https://x.com/raghavwadhwa/status/1978434719185318137) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1338 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](https://x.com/raghavwadhwa/status/1980172561494208730) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1502 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 ✨Fiem Industries Ltd: XXXX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172566451929320) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1319 engagements


"🪔Motilal Oswal Wealth Management Diwali Picks ✨ SBI: XX% upside ✨ M&M: XX% upside ✨ BEL: XX% upside ✨ Swiggy: XX% upside ✨ Indian Hotel: XX% upside ✨ Max Financial: XX% upside ✨ Radico: XX% upside ✨ Delhivery: XX% upside ✨ LT Foods: XX% upside ✨ VIP Industries: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172579282342069) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1040 engagements


"🪔Nuvama Wealth Diwali Picks ✨ Bank of India ✨ BEML ✨ Can Fin Homes ✨ Graphite India ✨ Vedanta"  
[X Link](https://x.com/raghavwadhwa/status/1980172581799121199) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1020 engagements


"🪔HDFC Securities ✨ Airtel: XX% upside ✨ Happy Forgings: XX% upside ✨ IDFC First Bank: XX% upside ✨ JSW Energy: XX% upside ✨ Associated Alcohols: XX% upside ✨ Pidilite: XX% upside ✨ Sheela Foam: XX% upside ✨ Northern Arc: XX% upside ✨ MSTC: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172584265392628) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1147 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](https://x.com/raghavwadhwa/status/1980172602296689017) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🪔Centrum Diwali Picks Fundamental Picks: ✨ Dixon Technologies: XX% upside ✨ Azad Engineering: XX% upside ✨ Syrma SGS Technology: XX% upside ✨ Canara Bank: XX% upside ✨ Cholamandalam Investment & Finance: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172607480799483) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🔶Power Grid Corporation of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 7172 Cr 🔶Kotak Mahindra Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4823 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471094948987361) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4425 engagements


"🔶Maruti Suzuki India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4322 Cr 🔶Mahindra & Mahindra Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4227 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471097264263202) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4347 engagements


"🪔Anand Rathis Long-Term Wealth Picks ✨IFCI: XX% upside ✨IRB Infrastructure: XX% upside ✨JWL: XX% upside ✨Hindustan Zinc: XX% upside ✨Tata Technologies: XX% upside ✨Garden Reach Shipbuilders & Engineers (GRSE): XX% upside ✨BEML: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172586869993775) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1218 engagements


"🪔Axis Direct Diwali Mahurat Picks 2025 ✨Rainbow Childrens Medicare: XX% upside ✨DOMS Industries: XX% upside ✨KEC International: XX% upside ✨Chalet Hotels: XX% upside ✨Minda Corp: XX% upside ✨Kotak Mahindra Bank: XX% upside ✨Federal Bank: XX% upside ✨JSW Energy: XX% upside ✨Coforge: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172589336072482) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"Technical Picks (1st Target Upside): ✨ Nykaa: XX% upside ✨ Swiggy: XX% upside ✨ KEI Industries: X% upside ✨ Bajaj Auto: XX% upside ✨ Bharat Electronics (BEL): XX% upside Technical Picks (2nd Target Upside): ✨ Nykaa: XX% upside ✨ Swiggy: XX% upside ✨ KEI Industries: XX% upside ✨ Bajaj Auto: XX% upside ✨ Bharat Electronics (BEL): XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172610064281621) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🔶 Adani Ports And Special Economic Zone Ltd. 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶 Bharti Airtel Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222698715492779) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:40Z 98.2K followers, 3554 engagements


"🔶 Multi-Commodity Exchange Of India Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Indian Hotels Company Limited: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222706357502136) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:40Z 98.2K followers, 3192 engagements


"🗼Sector: Power Transmission 🗼The government will launch the National Electricity Plan in XX days with peak hour power demand projected to exceed XXX GW by 2030. 🗼22 Companies from the Power Sector that are set to benefit from this development A thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1838491581818560952) [@raghavwadhwa](/creator/x/raghavwadhwa) 2024-09-24T08:12Z 98.2K followers, 95.8K 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](https://x.com/raghavwadhwa/status/1978399434317967837) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T09:55Z 98.2K followers, 21.3K engagements


"👉Listed Indian companies involved in data center renewable energy solutions: 🔶Tata Power Company Ltd 🔶Adani Green Energy Ltd 🔶Waaree Renewable Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1978434713514627281) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1594 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](https://x.com/raghavwadhwa/status/1978746121280241791) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1117 engagements


"🪔Diwali Picks By Top Brokerage Houses 🪔 🪔50+ Diwali Picks A Thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1980172552921391603) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 10.6K engagements


"🪔PL Capitals Diwali Long-Term Stock Picks ✨ Anantraj: XX% upside ✨ HBL Engineering: XX% upside ✨ Hi Tech Pipes: XX% upside ✨ Hind Copper: XX% upside ✨ Swiggy: XX% upside ✨ TVS Motor: XX% upside ✨ VA Tech Wabag: XX% upside ✨ V-Mart Retail: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172574291284246) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1357 engagements


"🪔ICICI Direct Diwali Picks ✨ HDFC Bank: XX% upside ✨ Credit Access Grameen: XX% upside ✨ Larsen & Toubro: XX% upside ✨ AIA Engineering: XX% upside ✨ Allied Blenders & Distillers: XX% upside ✨ Kaynes Technology: XX% upside ✨ Data Patterns: XX% upside ✨ Greenlam Industries: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172597124829299) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🪔Khandwala Securities Diwali Picks ✨ Axis Bank: XX% upside ✨ Bombay Dyeing: XX% upside ✨ Jyoti CNC: XX% upside ✨ Mphasis: XX% upside ✨ NALCO: XX% upside ✨ NTPC: XX% upside ✨ Home First: XX% upside ✨ Polyplex: XX% upside ✨ Tata Power: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172612480492027) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🪔Mirae Asset Sharekan Diwali Picks ✨ Amber Enterprises India Ltd ✨ Bharti Airtel Ltd ✨ Chalet Hotels Ltd ✨ Cummins India Ltd ✨ Hindustan Aeronautics Ltd ✨ HUDCO Ltd ✨ Larsen & Toubro Ltd ✨ Lupin Ltd ✨ Maruti Suzuki India Ltd ✨ MOIL Ltd ✨ State Bank of India ✨ Triveni Turbine Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1980172614967377956) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"✍Top Stocks Bought Last Month: 🔶 Eternal Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222696270291107) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:40Z 98.2K followers, 3442 engagements


"🔶 Swiggy Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Cummins India Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222703853559981) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:40Z 98.2K followers, 3278 engagements


"🔶 Lemon Tree Hotels Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Adani Energy Solutions Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222709100618027) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:40Z 98.2K followers, 3144 engagements


"✍Top Stocks Sold Last Month: 🔶 ICICI Bank Ltd.: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶 One XX Communications Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222719213056245) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:41Z 98.2K followers, 2656 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](https://x.com/raghavwadhwa/status/1976959022055002198) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T10:32Z 98.2K followers, 3142 engagements


"🔸In 2024 India recorded XXXX lakh crore in festive spending (Diwali + Dussehra) which could have added over XXXXX lakh crore to India's national income through the multiplier effect - close to XX% of India's nominal GDP"  
[X Link](https://x.com/raghavwadhwa/status/1978746073003819074) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1292 engagements


"2Macro Tailwinds: The Perfect Backdrop for a Consumption Boom 🔶India: The Fastest-Growing Major Economy 🔹Indias real GDP growth is projected at 6.46.6% in FY2526 making it the fastest-growing large economy globally. Unlike export-driven nations Indias growth is domestically consumption-ledprivate consumption forms XX% of GDP"  
[X Link](https://x.com/raghavwadhwa/status/1978746075704865231) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1296 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](https://x.com/raghavwadhwa/status/1978746113386516905) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements


"🔶Multi-Commodity Exchange Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Bajaj Finance Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471104784642456) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3903 engagements


"🔶DLF Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Steel Authority Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471109461291329) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3653 engagements


"🔶Indusind Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Bandhan Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471114045669635) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3517 engagements


"🪔 Swastika Investment Diwali Picks ✨ Indigo: XX% upside ✨ MCX: XX% upside ✨ SBI: XX% upside ✨ Baj Finance: XX% upside ✨ Mazdock: XX% upside ✨ National Alum: XX% upside ✨ GMDC: XX% upside ✨ Tornt Pharma: XX% upside ✨ JSW Energy: XX% upside ✨ Motherson: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172591693254982) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, XXX engagements


"🔶 Hindustan Petroleum Corporation Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔹Holding Value: Cr 🔶 Hero Motocorp Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222716717543522) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:41Z 98.2K followers, 2678 engagements


"🔶TARIL: 🔹Powergrid NTPC TATA Power Torrent Power Siemens Energy Bluestar Hindustan Zinc JSW Getco etc"  
[X Link](https://x.com/raghavwadhwa/status/1940719381522403484) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-07-03T10:28Z 98.2K followers, 2631 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](https://x.com/raghavwadhwa/status/1956341732599042095) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-15T13:06Z 98.2K followers, 3517 engagements


"🔹Ambuja Cements Ltd 🔹ACC Ltd 🔹Birla Corporation Ltd 🔹Dalmia Bharat Ltd 🔹Grasim Industries Ltd 🔹The India Cements Ltd 🔹JK Cement Ltd 🔹JK Lakshmi Cement Ltd 🔹The Ramco Cements Ltd 🔹Shree Cement Ltd 🔹UltraTech Cement Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1957382546754265205) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-18T10:02Z 98.2K followers, 1604 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](https://x.com/raghavwadhwa/status/1965713824465768721) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-10T09:47Z 98.2K followers, 1481 engagements


"🔶KPI Green Energy Ltd 🔹KPI Green (via Sundrop Energia) is entering the BESS segment with standalone build-own-operate projects. 🔹The company has partnered with Delta Electronics to co-develop scalable storage solutions combining KPIs project development with Deltas inverter and energy management technologies"  
[X Link](https://x.com/raghavwadhwa/status/1965714022046585315) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-10T09:48Z 98.2K followers, 1693 engagements


"🔶 ICICI Bank Ltd 🔹 Addition: 39605543 ➝ 40720543 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5709.02 Cr 🔶 ITC Ltd 🔹 Addition: 122172359 ➝ 129421024 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5383.91 Cr 🔶 Kotak Mahindra Bank Ltd 🔹 Addition: 21994066 ➝ 23407381 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4615.94 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1966098464640733335) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3716 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](https://x.com/raghavwadhwa/status/1966098467237085311) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3520 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](https://x.com/raghavwadhwa/status/1966098478859468940) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3237 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](https://x.com/raghavwadhwa/status/1966098481598312862) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3334 engagements


"📌Medications like Metformin already used by XXX million people show promise not only to extend life but also to reduce the economic and healthcare burdens from chronic diseases. 📌A 2-year increase in life expectancy can add $7-21 trillion in U.S. economic gains through higher consumption and longer working lives"  
[X Link](https://x.com/raghavwadhwa/status/1967561444674658759) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-15T12:09Z 98.2K followers, 1240 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](https://x.com/raghavwadhwa/status/1973370846988181606) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-01T12:54Z 98.2K followers, 1476 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](https://x.com/raghavwadhwa/status/1973370849584631959) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-01T12:54Z 98.2K followers, 1651 engagements


"☀Govt likely to extend PM-KUSUM guideline again ☀8 solar pump makers that stand to gain from another leg of policy-backed rural solarization. A Thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1975538335285477396) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-07T12:26Z 98.2K followers, 20.2K 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](https://x.com/raghavwadhwa/status/1976198275217981498) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1156 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](https://x.com/raghavwadhwa/status/1976198278179176529) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1196 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](https://x.com/raghavwadhwa/status/1976198280834056411) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1396 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](https://x.com/raghavwadhwa/status/1976198283648193003) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1359 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](https://x.com/raghavwadhwa/status/1976198495972307018) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:10Z 98.2K followers, 1808 engagements


"13Valuation and Market Performance 🔸Indian EMS stocks have been market outperformers rising XXX% in three years compared to XX% for Nifty. The sectors 1-year forward P/E multiple expanded from 45x to 68x reflecting strong earnings visibility. 📌Indian EMS players are currently sub-$1 billion in revenues and have a long runway before maturity"  
[X Link](https://x.com/raghavwadhwa/status/1976198740244414699) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:11Z 98.2K followers, 1366 engagements


"14Final Verdict: 🔸Indias EMS sector is entering a high-growth phase backed by policy support global realignment and strong domestic demand. With a XX% CAGR (FY2530E) and new opportunities in OSAT and PCB manufacturing its driving Indias shift from import dependence to global manufacturing leadership"  
[X Link](https://x.com/raghavwadhwa/status/1976198780480319963) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:11Z 98.2K followers, 1346 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](https://x.com/raghavwadhwa/status/1976225129563660447) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 23.3K engagements


"5 Indias steel sector is set for steady growth: crude steel output seen rising from XXX MT (FY25) to XXX MT (FY31) X% CAGR with utilization improving to 87%. Finished steel demand to grow XX% p.a. led by infra & auto momentum"  
[X Link](https://x.com/raghavwadhwa/status/1976225156558356494) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1476 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](https://x.com/raghavwadhwa/status/1976225161222533195) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1442 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](https://x.com/raghavwadhwa/status/1976225166100426814) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1261 engagements


"Why Metals are Shining View on Tega and Alpex Solar Daily Market Bytes with Raghav"  
[X Link](https://x.com/raghavwadhwa/status/1976299630263742595) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T14:52Z 98.2K followers, 8973 engagements


"⚡LG Electronics India vs Voltas ⚡A parallel view of two market leaders powering Indias home appliances & cooling ecosystem Detailed Comparison🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1976977222906134541) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T11:44Z 98.2K followers, 34K engagements


"🔶Voltas Ltd: 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹PEG Ratio: XXXX 🔹3 Years Sales Growth: XX% 🔹3 Years Profit Growth: 18%"  
[X Link](https://x.com/raghavwadhwa/status/1976977277704687916) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T11:44Z 98.2K followers, 1376 engagements


"✨ 20/20/20 Rule ✨19 Companies with High Sales Growth High ROCE and Low EV/EBITDA ✨Screening Criteria: 🔹 EV/EBITDA XX 🔹 3-Year Sales CAGR XX% 🔹 ROCE XX% 🧵 Lets break it down👇"  
[X Link](https://x.com/raghavwadhwa/status/1977653013734101090) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T08:29Z 98.2K followers, 17.8K engagements


"✨Minda Corp: XX% upside ✨Kotak Mahindra Bank: XX% upside ✨Federal Bank: XX% upside ✨JSW Energy: XX% upside ✨Coforge: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1977681082419179923) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6419 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](https://x.com/raghavwadhwa/status/1977681086357676241) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6344 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](https://x.com/raghavwadhwa/status/1977681093727027455) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6199 engagements


"✨ Hindalco: XX% upside ✨ HDFC Life: XX% upside ✨ Hemisphere Properties: XX% upside ✨ Mankind Pharma: XX% upside ✨ Mphasis: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1977681097237659722) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 5659 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](https://x.com/raghavwadhwa/status/1977681101096468971) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6049 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](https://x.com/raghavwadhwa/status/1977681108629074086) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 5681 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](https://x.com/raghavwadhwa/status/1977681111754170453) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4714 engagements


"✨Garden Reach Shipbuilders & Engineers (GRSE): XX% upside ✨HSCL: XX% upside ✨KPIT Technologies: XX% upside ✨NTPC: XX% upside ✨Tata Motors: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1977681128913011192) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4517 engagements


"✨Lemon Tree Hotels: XX% upside ✨National Aluminium: XX% upside ✨Zomato: XX% upside ✨Jash Engineering: XX% upside"  
[X Link](https://x.com/raghavwadhwa/status/1977681136471228434) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 3828 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](https://x.com/raghavwadhwa/status/1977681140711616691) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4096 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](https://x.com/raghavwadhwa/status/1977709987523658177) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 1593 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](https://x.com/raghavwadhwa/status/1977709991873143257) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 1593 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](https://x.com/raghavwadhwa/status/1977710111029129240) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 2691 engagements


"✈Goldman Sachss recent report covers Indias Aerospace & Defence Industry Decoding Goldman Sachss Report.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1978029870719373387) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T09:27Z 98.2K followers, 22K 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](https://x.com/raghavwadhwa/status/1978052181514133886) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 28.9K 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](https://x.com/raghavwadhwa/status/1978052186337653143) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 2897 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](https://x.com/raghavwadhwa/status/1978052189240062331) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 2991 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](https://x.com/raghavwadhwa/status/1978052209335025997) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, XXX 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](https://x.com/raghavwadhwa/status/1978052244533584376) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K 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](https://x.com/raghavwadhwa/status/1978052247293411359) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, XXX 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](https://x.com/raghavwadhwa/status/1978434650285478160) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 20.8K 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](https://x.com/raghavwadhwa/status/1978434665775022298) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1839 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](https://x.com/raghavwadhwa/status/1978434668539027527) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 2014 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](https://x.com/raghavwadhwa/status/1978434682476802184) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1502 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](https://x.com/raghavwadhwa/status/1978434685312053330) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1947 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](https://x.com/raghavwadhwa/status/1978434710377267512) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1230 engagements


"Data Centres An Opportunity Nifty Nearing Breakout Daily Market Bytes with Raghav"  
[X Link](https://x.com/raghavwadhwa/status/1978513857535459670) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T17:30Z 98.2K followers, 8836 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](https://x.com/raghavwadhwa/status/1978746110869901711) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX 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](https://x.com/raghavwadhwa/status/1978746116033204370) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements


"🔶Sector: Apparel & Footwear: 🔹Page Industries Ltd 🔹Titan Company Ltd 🔹Arvind Fashions Ltd 🔹Relaxo Footwear Ltd 🔹Bata India Ltd 🔹Khadim India 🔹Trent Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1978746118667120844) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX 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](https://x.com/raghavwadhwa/status/1978746123817746482) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX 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](https://x.com/raghavwadhwa/status/1978796475007013370) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T12:13Z 98.2K followers, XXX engagements


"✅Flexible Payment Methods Saved Indias Dollars Due to sanctions Russia accepted: 🔹Indian Rupees 🔹UAE Dirhams 🔹Chinese Yuan 🔹Barter/credit terms"  
[X Link](https://x.com/raghavwadhwa/status/1978796478555623676) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T12:13Z 98.2K followers, XXX engagements


"💰Debt Reduction 💰18 Companies that have consistently reduced their debt over the last X years. A thread🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1979161670212518349) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-17T12:24Z 98.2K followers, 10.2K engagements


"✍Colgate-Palmolive (India) Ltd: 🔹M Cap: 62236 Cr 🔹Debt : XXXXX Cr 🔹Debt Preceding Year: XXXXX Cr 🔹Debt X Years Back: XXXXX Cr 🔹Debt X Years Back: XXXXXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979161672825647204) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-17T12:24Z 98.2K followers, 1119 engagements


"✍Top Stocks Bought Last Month: 🔶HDFC Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 9668 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471092738654303) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4692 engagements


"✍Top Stocks Sold Last Month: 🔶Bajaj Holdings & Investment Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 6514 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471118739103894) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3125 engagements


"🔶ICICI Bank Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5690 Cr 🔶ITC Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5449 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471120890798456) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3147 engagements


"🔶Bharti Airtel Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3976 Cr 🔶HCL Technologies Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 2591 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471123138925033) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2979 engagements


"🔶Zydus Lifesciences Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1487 Cr 🔶Dr. Reddys Laboratories Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1481 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471125378691182) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2886 engagements


"🔶Reliance Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Narayana Hrudayalaya Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471130076287287) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2716 engagements


"🔶ICRA Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Tata Consultancy Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471132316057647) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2653 engagements


"🔶Jio Financial Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471134631563622) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2675 engagements


"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only"  
[X Link](https://x.com/raghavwadhwa/status/1979471136938180818) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4435 engagements


"✍City Pulse Multiventures Ltd: 🔹 Quarterly Sales Growth (YoY): XXXXXX% 🔹 Quarterly Profit Growth (YoY): XXX% 🔹 FY25 Sales Growth (YoY): XXXXXX% 🔹 FY25 Profit Growth (YoY): 236.73%"  
[X Link](https://x.com/raghavwadhwa/status/1979478500714189288) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T09:23Z 98.2K followers, 1534 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](https://x.com/raghavwadhwa/status/1975181427009331381) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-06T12:48Z 98.2K followers, 1326 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](https://x.com/raghavwadhwa/status/1975181430431900158) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-06T12:48Z 98.2K followers, 1436 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](https://x.com/raghavwadhwa/status/1977681078715556263) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 7103 engagements


"✨National Aluminium: XX% Upside ✨Gravita India: XX% Upside ✨Macrotech Developers: XX% Upside ✨Olectra Greentech: XX% Upside ✨Ashoka Buildcon: XX% Upside"  
[X Link](https://x.com/raghavwadhwa/status/1977681089687855475) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6526 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](https://x.com/raghavwadhwa/status/1977681125209493678) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 5391 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](https://x.com/raghavwadhwa/status/1977681133124133331) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4814 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](https://x.com/raghavwadhwa/status/1977710070877012253) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 2768 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](https://x.com/raghavwadhwa/status/1978052221930541398) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K 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](https://x.com/raghavwadhwa/status/1978434676780884262) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1674 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](https://x.com/raghavwadhwa/status/1978434679591010556) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1733 engagements


"🔶Axis Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3761 Cr 🔶Cipla Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1501 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471099566895240) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4178 engagements


"🔶Maharashtra Scooters Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Sun Pharmaceutical Industries Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471107036995775) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3764 engagements


"🔶Infosys Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1341 Cr 🔶Balkrishna Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471127580733569) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2750 engagements


"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only"  
[X Link](https://x.com/raghavwadhwa/status/1979478503692095513) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T09:23Z 98.2K followers, 3645 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](https://x.com/raghavwadhwa/status/1904488931263193485) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-03-25T11:01Z 98.2K followers, 83.3K engagements


"🪔Diwali Picks By Top Brokerage Houses🪔 A Thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1977681060743008418) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 61.3K 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](https://x.com/raghavwadhwa/status/1978052203869774049) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 1126 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](https://x.com/raghavwadhwa/status/1978052206713581827) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 1076 engagements


"💰Parag Parikh Flexi Cap Fund 💰Top Stocks Bought and Sold by the Mutual Fund in Recent Months A thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1979471089500901799) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 39.4K engagements


"🔶Punjab National Bank: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Tata Steel Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1979471111730430366) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3563 engagements


"🪔JM Financial ✨Reliance Industries: XX% Upside ✨Power Grid: XX% Upside ✨Bajaj Finance: XX% Upside ✨ICICI Lombard: XX% Upside ✨Jindal Steel: XX% Upside ✨National Aluminium: XX% Upside ✨Gravita India: XX% Upside ✨Macrotech Developers: XX% Upside ✨Olectra Greentech: XX% Upside ✨Ashoka Buildcon: XX% Upside"  
[X Link](https://x.com/raghavwadhwa/status/1980172556389736764) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T07:21Z 98.2K followers, 1734 engagements


"💰 Helios Flexi Cap Fund has been one of the top performers in the last six months 💰Top Stocks Bought and Sold by the Mutual Fund in Recent Months @Iamsamirarora A thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1980222693174808695) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:40Z 98.2K followers, 29.8K engagements


"🔶 Syrma SGS Technology Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 State Bank Of India 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222721897406781) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:41Z 98.2K followers, 2542 engagements


"🔶 Kotak Mahindra Bank Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Cartrade Tech Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1980222724489539642) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-20T10:41Z 98.2K followers, 2395 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@raghavwadhwa Avatar @raghavwadhwa Raghav Wadhwa

No specific information about Raghav Wadhwa was found. However, various Indian companies across industries such as technology, metals, and consumer goods have seen changes in their stock holdings and investments. Notable companies mentioned include Voltas, Tata Steel, and LG Electronics, with updates on their financial performance, growth strategies, and market trends.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +18%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXXX -XX%

Mentions: XXX #

Mentions Line Chart

  • X Week XXX +11%
  • X Month XXX +30%
  • X Months XXXXX +1.50%
  • X Year XXXXX +18%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.13%
  • X Month XXXXXX +0.35%
  • X Months XXXXXX +3.50%
  • X Year XXXXXX +15%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence countries XXXX% finance #5112 stocks XXXX% automotive brands XXXX% technology brands XXX%

Social topic influence india #3773, upside #72, hotels #93, finance #900, stocks #661, suzuki #406, $7269t #406, longterm #332, infrastructure #751, bel #50

Top accounts mentioned or mentioned by @raghavwadhwagt @amoghsridhar1 @bhartkinari @jitendratak17 @grok @aplombinvest @stockpickerpp @aniket98922910 @soicfinance @stockscansin @iamsamirarora @swapnilpwagh @ramapothineni @subhash36488199 @dhemantb @dr_sjk @appanikaus91171 @palpal1981 @voillotrip @nipung

Top assets mentioned Unilever plc (UL) Colgate-Palmolive Company (CL) Alphabet Inc Class A (GOOGL) Honeywell International Inc (HON) Carrier Global Corp (CARR)

Top Social Posts #


Top posts by engagements in the last XX hours

"🪔Bajaj Broking Diwali Picks ✨Reliance:10% upside ✨BEL: XX% upside ✨JSW Energy: XX% upside ✨Suzlon: XX% upside ✨Sagility:19% upside ✨Jayaswal Neco: XX% upside ✨Senores: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1282 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 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🪔Philip Capital Samvat 2081 ✨ ABB India: XX% upside ✨ Angel One: XX% upside ✨ BEL (Bharat Electronics): XX% upside ✨ CAMS: XX% upside ✨ DLF: XX% upside ✨ Hindalco: XX% upside ✨ HDFC Life: XX% upside ✨ Hemisphere Properties: XX% upside ✨ Mankind Pharma: XX% upside ✨ Mphasis: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1627 engagements

"✨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 2025-10-20T07:21Z 98.2K followers, 1246 engagements

"✨Lemon Tree Hotels: XX% upside ✨National Aluminium: XX% upside ✨Zomato: XX% upside ✨Jash Engineering: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🔶 Indian Energy Exchange Ltd 🔹 Addition: 44206584 ➝ 73511702 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 1051.22 Cr 🔶 Axis Bank Ltd 🔹 Addition: 30107270 ➝ 32644875 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 3545.23 Cr 🔶 Maruti Suzuki India Ltd 🔹 Reduction: 3021670 ➝ 2746670 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4149.94 Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3444 engagements

"🔶 EID Parry India Ltd 🔹 Addition: 3997165 ➝ 4433570 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Larsen & Toubro Ltd 🔹 Reduction: 297500 ➝ 285600 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Sun Pharmaceutical Industries Ltd 🔹 Reduction: 468650 ➝ 442750 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3279 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 98.2K followers, 27K 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 98.2K 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 98.2K followers, 1189 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 98.2K followers, 1338 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 2025-10-20T07:21Z 98.2K followers, 1502 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 ✨Fiem Industries Ltd: XXXX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1319 engagements

"🪔Motilal Oswal Wealth Management Diwali Picks ✨ SBI: XX% upside ✨ M&M: XX% upside ✨ BEL: XX% upside ✨ Swiggy: XX% upside ✨ Indian Hotel: XX% upside ✨ Max Financial: XX% upside ✨ Radico: XX% upside ✨ Delhivery: XX% upside ✨ LT Foods: XX% upside ✨ VIP Industries: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1040 engagements

"🪔Nuvama Wealth Diwali Picks ✨ Bank of India ✨ BEML ✨ Can Fin Homes ✨ Graphite India ✨ Vedanta"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1020 engagements

"🪔HDFC Securities ✨ Airtel: XX% upside ✨ Happy Forgings: XX% upside ✨ IDFC First Bank: XX% upside ✨ JSW Energy: XX% upside ✨ Associated Alcohols: XX% upside ✨ Pidilite: XX% upside ✨ Sheela Foam: XX% upside ✨ Northern Arc: XX% upside ✨ MSTC: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1147 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 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🪔Centrum Diwali Picks Fundamental Picks: ✨ Dixon Technologies: XX% upside ✨ Azad Engineering: XX% upside ✨ Syrma SGS Technology: XX% upside ✨ Canara Bank: XX% upside ✨ Cholamandalam Investment & Finance: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🔶Power Grid Corporation of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 7172 Cr 🔶Kotak Mahindra Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4823 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4425 engagements

"🔶Maruti Suzuki India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4322 Cr 🔶Mahindra & Mahindra Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4227 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4347 engagements

"🪔Anand Rathis Long-Term Wealth Picks ✨IFCI: XX% upside ✨IRB Infrastructure: XX% upside ✨JWL: XX% upside ✨Hindustan Zinc: XX% upside ✨Tata Technologies: XX% upside ✨Garden Reach Shipbuilders & Engineers (GRSE): XX% upside ✨BEML: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1218 engagements

"🪔Axis Direct Diwali Mahurat Picks 2025 ✨Rainbow Childrens Medicare: XX% upside ✨DOMS Industries: XX% upside ✨KEC International: XX% upside ✨Chalet Hotels: XX% upside ✨Minda Corp: XX% upside ✨Kotak Mahindra Bank: XX% upside ✨Federal Bank: XX% upside ✨JSW Energy: XX% upside ✨Coforge: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"Technical Picks (1st Target Upside): ✨ Nykaa: XX% upside ✨ Swiggy: XX% upside ✨ KEI Industries: X% upside ✨ Bajaj Auto: XX% upside ✨ Bharat Electronics (BEL): XX% upside Technical Picks (2nd Target Upside): ✨ Nykaa: XX% upside ✨ Swiggy: XX% upside ✨ KEI Industries: XX% upside ✨ Bajaj Auto: XX% upside ✨ Bharat Electronics (BEL): XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🔶 Adani Ports And Special Economic Zone Ltd. 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶 Bharti Airtel Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-20T10:40Z 98.2K followers, 3554 engagements

"🔶 Multi-Commodity Exchange Of India Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Indian Hotels Company Limited: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-20T10:40Z 98.2K followers, 3192 engagements

"🗼Sector: Power Transmission 🗼The government will launch the National Electricity Plan in XX days with peak hour power demand projected to exceed XXX GW by 2030. 🗼22 Companies from the Power Sector that are set to benefit from this development A thread.🧵👇"
X Link @raghavwadhwa 2024-09-24T08:12Z 98.2K followers, 95.8K 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 98.2K followers, 21.3K 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 98.2K followers, 1594 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 98.2K followers, 1117 engagements

"🪔Diwali Picks By Top Brokerage Houses 🪔 🪔50+ Diwali Picks A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 10.6K engagements

"🪔PL Capitals Diwali Long-Term Stock Picks ✨ Anantraj: XX% upside ✨ HBL Engineering: XX% upside ✨ Hi Tech Pipes: XX% upside ✨ Hind Copper: XX% upside ✨ Swiggy: XX% upside ✨ TVS Motor: XX% upside ✨ VA Tech Wabag: XX% upside ✨ V-Mart Retail: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1357 engagements

"🪔ICICI Direct Diwali Picks ✨ HDFC Bank: XX% upside ✨ Credit Access Grameen: XX% upside ✨ Larsen & Toubro: XX% upside ✨ AIA Engineering: XX% upside ✨ Allied Blenders & Distillers: XX% upside ✨ Kaynes Technology: XX% upside ✨ Data Patterns: XX% upside ✨ Greenlam Industries: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🪔Khandwala Securities Diwali Picks ✨ Axis Bank: XX% upside ✨ Bombay Dyeing: XX% upside ✨ Jyoti CNC: XX% upside ✨ Mphasis: XX% upside ✨ NALCO: XX% upside ✨ NTPC: XX% upside ✨ Home First: XX% upside ✨ Polyplex: XX% upside ✨ Tata Power: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🪔Mirae Asset Sharekan Diwali Picks ✨ Amber Enterprises India Ltd ✨ Bharti Airtel Ltd ✨ Chalet Hotels Ltd ✨ Cummins India Ltd ✨ Hindustan Aeronautics Ltd ✨ HUDCO Ltd ✨ Larsen & Toubro Ltd ✨ Lupin Ltd ✨ Maruti Suzuki India Ltd ✨ MOIL Ltd ✨ State Bank of India ✨ Triveni Turbine Ltd"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"✍Top Stocks Bought Last Month: 🔶 Eternal Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-20T10:40Z 98.2K followers, 3442 engagements

"🔶 Swiggy Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Cummins India Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-20T10:40Z 98.2K followers, 3278 engagements

"🔶 Lemon Tree Hotels Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Adani Energy Solutions Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-20T10:40Z 98.2K followers, 3144 engagements

"✍Top Stocks Sold Last Month: 🔶 ICICI Bank Ltd.: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶 One XX Communications Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-20T10:41Z 98.2K followers, 2656 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 98.2K followers, 3142 engagements

"🔸In 2024 India recorded XXXX lakh crore in festive spending (Diwali + Dussehra) which could have added over XXXXX lakh crore to India's national income through the multiplier effect - close to XX% of India's nominal GDP"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, 1292 engagements

"2Macro Tailwinds: The Perfect Backdrop for a Consumption Boom 🔶India: The Fastest-Growing Major Economy 🔹Indias real GDP growth is projected at 6.46.6% in FY2526 making it the fastest-growing large economy globally. Unlike export-driven nations Indias growth is domestically consumption-ledprivate consumption forms XX% of GDP"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, 1296 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 98.2K followers, XXX engagements

"🔶Multi-Commodity Exchange Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Bajaj Finance Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3903 engagements

"🔶DLF Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Steel Authority Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3653 engagements

"🔶Indusind Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Bandhan Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3517 engagements

"🪔 Swastika Investment Diwali Picks ✨ Indigo: XX% upside ✨ MCX: XX% upside ✨ SBI: XX% upside ✨ Baj Finance: XX% upside ✨ Mazdock: XX% upside ✨ National Alum: XX% upside ✨ GMDC: XX% upside ✨ Tornt Pharma: XX% upside ✨ JSW Energy: XX% upside ✨ Motherson: XX% upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, XXX engagements

"🔶 Hindustan Petroleum Corporation Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔹Holding Value: Cr 🔶 Hero Motocorp Ltd.: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-20T10:41Z 98.2K followers, 2678 engagements

"🔶TARIL: 🔹Powergrid NTPC TATA Power Torrent Power Siemens Energy Bluestar Hindustan Zinc JSW Getco etc"
X Link @raghavwadhwa 2025-07-03T10:28Z 98.2K followers, 2631 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 98.2K followers, 3517 engagements

"🔹Ambuja Cements Ltd 🔹ACC Ltd 🔹Birla Corporation Ltd 🔹Dalmia Bharat Ltd 🔹Grasim Industries Ltd 🔹The India Cements Ltd 🔹JK Cement Ltd 🔹JK Lakshmi Cement Ltd 🔹The Ramco Cements Ltd 🔹Shree Cement Ltd 🔹UltraTech Cement Ltd"
X Link @raghavwadhwa 2025-08-18T10:02Z 98.2K followers, 1604 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 98.2K followers, 1481 engagements

"🔶KPI Green Energy Ltd 🔹KPI Green (via Sundrop Energia) is entering the BESS segment with standalone build-own-operate projects. 🔹The company has partnered with Delta Electronics to co-develop scalable storage solutions combining KPIs project development with Deltas inverter and energy management technologies"
X Link @raghavwadhwa 2025-09-10T09:48Z 98.2K followers, 1693 engagements

"🔶 ICICI Bank Ltd 🔹 Addition: 39605543 ➝ 40720543 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5709.02 Cr 🔶 ITC Ltd 🔹 Addition: 122172359 ➝ 129421024 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5383.91 Cr 🔶 Kotak Mahindra Bank Ltd 🔹 Addition: 21994066 ➝ 23407381 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4615.94 Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3716 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 98.2K followers, 3520 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 98.2K followers, 3237 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 98.2K followers, 3334 engagements

"📌Medications like Metformin already used by XXX million people show promise not only to extend life but also to reduce the economic and healthcare burdens from chronic diseases. 📌A 2-year increase in life expectancy can add $7-21 trillion in U.S. economic gains through higher consumption and longer working lives"
X Link @raghavwadhwa 2025-09-15T12:09Z 98.2K followers, 1240 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 98.2K followers, 1476 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 98.2K followers, 1651 engagements

"☀Govt likely to extend PM-KUSUM guideline again ☀8 solar pump makers that stand to gain from another leg of policy-backed rural solarization. A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-07T12:26Z 98.2K followers, 20.2K 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 98.2K followers, 1156 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 98.2K followers, 1196 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 98.2K followers, 1396 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 98.2K followers, 1359 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 98.2K followers, 1808 engagements

"13Valuation and Market Performance 🔸Indian EMS stocks have been market outperformers rising XXX% in three years compared to XX% for Nifty. The sectors 1-year forward P/E multiple expanded from 45x to 68x reflecting strong earnings visibility. 📌Indian EMS players are currently sub-$1 billion in revenues and have a long runway before maturity"
X Link @raghavwadhwa 2025-10-09T08:11Z 98.2K followers, 1366 engagements

"14Final Verdict: 🔸Indias EMS sector is entering a high-growth phase backed by policy support global realignment and strong domestic demand. With a XX% CAGR (FY2530E) and new opportunities in OSAT and PCB manufacturing its driving Indias shift from import dependence to global manufacturing leadership"
X Link @raghavwadhwa 2025-10-09T08:11Z 98.2K followers, 1346 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 98.2K followers, 23.3K engagements

"5 Indias steel sector is set for steady growth: crude steel output seen rising from XXX MT (FY25) to XXX MT (FY31) X% CAGR with utilization improving to 87%. Finished steel demand to grow XX% p.a. led by infra & auto momentum"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 1476 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 98.2K followers, 1442 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 98.2K followers, 1261 engagements

"Why Metals are Shining View on Tega and Alpex Solar Daily Market Bytes with Raghav"
X Link @raghavwadhwa 2025-10-09T14:52Z 98.2K followers, 8973 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 98.2K followers, 34K 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 98.2K followers, 1376 engagements

"✨ 20/20/20 Rule ✨19 Companies with High Sales Growth High ROCE and Low EV/EBITDA ✨Screening Criteria: 🔹 EV/EBITDA XX 🔹 3-Year Sales CAGR XX% 🔹 ROCE XX% 🧵 Lets break it down👇"
X Link @raghavwadhwa 2025-10-13T08:29Z 98.2K followers, 17.8K 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 98.2K followers, 6419 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 98.2K followers, 6344 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 98.2K followers, 6199 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 98.2K followers, 5659 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 98.2K followers, 6049 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 98.2K followers, 5681 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 98.2K followers, 4714 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 98.2K followers, 4517 engagements

"✨Lemon Tree Hotels: XX% upside ✨National Aluminium: XX% upside ✨Zomato: XX% upside ✨Jash Engineering: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 3828 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 98.2K followers, 4096 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 98.2K followers, 1593 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 98.2K followers, 1593 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 98.2K followers, 2691 engagements

"✈Goldman Sachss recent report covers Indias Aerospace & Defence Industry Decoding Goldman Sachss Report.🧵👇"
X Link @raghavwadhwa 2025-10-14T09:27Z 98.2K followers, 22K 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 98.2K followers, 28.9K 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 98.2K followers, 2897 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 98.2K followers, 2991 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 98.2K followers, XXX 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 98.2K 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 98.2K followers, XXX 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 98.2K followers, 20.8K 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 98.2K followers, 1839 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 98.2K followers, 2014 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 98.2K followers, 1502 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 98.2K followers, 1947 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 98.2K followers, 1230 engagements

"Data Centres An Opportunity Nifty Nearing Breakout Daily Market Bytes with Raghav"
X Link @raghavwadhwa 2025-10-15T17:30Z 98.2K followers, 8836 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 98.2K followers, XXX 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 98.2K followers, XXX engagements

"🔶Sector: Apparel & Footwear: 🔹Page Industries Ltd 🔹Titan Company Ltd 🔹Arvind Fashions Ltd 🔹Relaxo Footwear Ltd 🔹Bata India Ltd 🔹Khadim India 🔹Trent Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, XXX 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 98.2K followers, XXX 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 98.2K followers, XXX 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 98.2K followers, XXX engagements

"💰Debt Reduction 💰18 Companies that have consistently reduced their debt over the last X years. A thread🧵👇"
X Link @raghavwadhwa 2025-10-17T12:24Z 98.2K followers, 10.2K engagements

"✍Colgate-Palmolive (India) Ltd: 🔹M Cap: 62236 Cr 🔹Debt : XXXXX Cr 🔹Debt Preceding Year: XXXXX Cr 🔹Debt X Years Back: XXXXX Cr 🔹Debt X Years Back: XXXXXX Cr"
X Link @raghavwadhwa 2025-10-17T12:24Z 98.2K followers, 1119 engagements

"✍Top Stocks Bought Last Month: 🔶HDFC Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 9668 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4692 engagements

"✍Top Stocks Sold Last Month: 🔶Bajaj Holdings & Investment Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 6514 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3125 engagements

"🔶ICICI Bank Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5690 Cr 🔶ITC Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5449 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3147 engagements

"🔶Bharti Airtel Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3976 Cr 🔶HCL Technologies Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 2591 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2979 engagements

"🔶Zydus Lifesciences Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1487 Cr 🔶Dr. Reddys Laboratories Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1481 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2886 engagements

"🔶Reliance Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Narayana Hrudayalaya Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2716 engagements

"🔶ICRA Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Tata Consultancy Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2653 engagements

"🔶Jio Financial Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2675 engagements

"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4435 engagements

"✍City Pulse Multiventures Ltd: 🔹 Quarterly Sales Growth (YoY): XXXXXX% 🔹 Quarterly Profit Growth (YoY): XXX% 🔹 FY25 Sales Growth (YoY): XXXXXX% 🔹 FY25 Profit Growth (YoY): 236.73%"
X Link @raghavwadhwa 2025-10-18T09:23Z 98.2K followers, 1534 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 98.2K followers, 1326 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 98.2K followers, 1436 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 98.2K followers, 7103 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 98.2K followers, 6526 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 98.2K followers, 5391 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 98.2K followers, 4814 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 98.2K followers, 2768 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 98.2K 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 98.2K followers, 1674 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 98.2K followers, 1733 engagements

"🔶Axis Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3761 Cr 🔶Cipla Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1501 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4178 engagements

"🔶Maharashtra Scooters Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Sun Pharmaceutical Industries Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3764 engagements

"🔶Infosys Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1341 Cr 🔶Balkrishna Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2750 engagements

"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only"
X Link @raghavwadhwa 2025-10-18T09:23Z 98.2K followers, 3645 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 98.2K followers, 83.3K engagements

"🪔Diwali Picks By Top Brokerage Houses🪔 A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 61.3K 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 98.2K followers, 1126 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 98.2K followers, 1076 engagements

"💰Parag Parikh Flexi Cap Fund 💰Top Stocks Bought and Sold by the Mutual Fund in Recent Months A thread.🧵👇"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 39.4K engagements

"🔶Punjab National Bank: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Tata Steel Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3563 engagements

"🪔JM Financial ✨Reliance Industries: XX% Upside ✨Power Grid: XX% Upside ✨Bajaj Finance: XX% Upside ✨ICICI Lombard: XX% Upside ✨Jindal Steel: XX% Upside ✨National Aluminium: XX% Upside ✨Gravita India: XX% Upside ✨Macrotech Developers: XX% Upside ✨Olectra Greentech: XX% Upside ✨Ashoka Buildcon: XX% Upside"
X Link @raghavwadhwa 2025-10-20T07:21Z 98.2K followers, 1734 engagements

"💰 Helios Flexi Cap Fund has been one of the top performers in the last six months 💰Top Stocks Bought and Sold by the Mutual Fund in Recent Months @Iamsamirarora A thread.🧵👇"
X Link @raghavwadhwa 2025-10-20T10:40Z 98.2K followers, 29.8K engagements

"🔶 Syrma SGS Technology Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 State Bank Of India 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-20T10:41Z 98.2K followers, 2542 engagements

"🔶 Kotak Mahindra Bank Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶 Cartrade Tech Ltd. 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-20T10:41Z 98.2K followers, 2395 engagements

@raghavwadhwa
/creator/twitter::raghavwadhwa