[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.] #  @selvaprathee Investors Compass Investors Compass posts on X about india, infra, stocks, surge the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::2165141011/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +17% - X Months XXXXXXXXX +7,767% ### Mentions: XX [#](/creator/twitter::2165141011/posts_active)  - X Week XX -XX% - X Month XX +33% - X Months XXX +663% ### Followers: XXXXXX [#](/creator/twitter::2165141011/followers)  - X Week XXXXXX +2.50% - X Month XXXXXX +17% - X Months XXXXXX +1,211% ### CreatorRank: XXXXXXX [#](/creator/twitter::2165141011/influencer_rank)  ### Social Influence [#](/creator/twitter::2165141011/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% [stocks](/list/stocks) XXXXX% **Social topic influence** [india](/topic/india) 29.63%, [infra](/topic/infra) 14.81%, [stocks](/topic/stocks) 14.81%, [surge](/topic/surge) #44, [investment](/topic/investment) 11.11%, [tracker](/topic/tracker) 11.11%, [money](/topic/money) 11.11%, [lakh](/topic/lakh) #233, [mega](/topic/mega) 7.41%, [momentum](/topic/momentum) XXXX% **Top accounts mentioned or mentioned by** [@trendspark420](/creator/undefined) [@praveen12pranis](/creator/undefined) [@aaryagajraj](/creator/undefined) [@anvith](/creator/undefined) [@thealpha10x](/creator/undefined) [@aiminvestments](/creator/undefined) [@vishnuladdu](/creator/undefined) [@ujwal_kr](/creator/undefined) [@ssage82827](/creator/undefined) [@shivansshi](/creator/undefined) [@vishpradp](/creator/undefined) [@dhawaldoshi5](/creator/undefined) [@vishan_khadke](/creator/undefined) [@ayushmarda07](/creator/undefined) [@yesabhie](/creator/undefined) [@anup2007ganguly](/creator/undefined) [@mran0nymousss](/creator/undefined) ### Top Social Posts [#](/creator/twitter::2165141011/posts) --- Top posts by engagements in the last XX hours "Transmission is a Decadal Theme Indias Silent Power Revolution - I'm from the Power sector with 12+ years of experience. - Here's why Ive allocated XX% of my long term Portfolio in this decadal theme with huge tailwind X Massive Market Size & Tailwinds Transmission market: XXXX Lakh Cr ➡ Huge headroom for growth X TowerSubstationConductor Value Chain 🔹Tower: XXX Lakh Cr (40%) 🔹Substation: XXX Lakh Cr (50%) 🔹Conductors: 20k Cr to 35k Cr (5 to 10%) ➡ Major Cost sits in just these X - massive opportunity for infra players X Government-Backed Capex Explosion 🔹4.25 L Cr (202227) + XXXX L Cr"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1925830122877124954) 2025-05-23 08:24:16 UTC 11.7K followers, 700.2K engagements "7 Motilal Oswal Midcap Fund 🔹Kaynes Technology India Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Aditya Birla Capital Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Coforge Ltd. ➡ +12.5% 🔹Kei Industries Ltd. ➡ +33.7% 🔹Persistent Systems Ltd. ➡ +7.2% X Edelweiss Mid Cap Fund 🔹Vishal Mega Mart Ltd. ➡ +110.0% 🔹Persistent Systems Ltd. ➡ +23.7% 🔹Multi Commodity Exchange Of India Ltd. ➡ +35.5% 🔹PNB Housing Finance Ltd. ➡ Fresh Entry: XXXXX Cr 🔹City Union Bank Ltd. ➡ +74.2% X HDFC Mid-Cap Opportunities Fund 🔹Vishal Mega Mart Ltd. ➡ +72.3% 🔹Glenmark Pharmaceuticals Ltd. ➡ +45.5% 🔹AU Small Finance Bank Ltd. ➡ +22.4%"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944069368947913141) 2025-07-12 16:20:31 UTC 11.7K followers, 2119 engagements "Praj Industries - FY26 Outlook Bioenergy momentum strong XX% of order book; ethanol CBG SAF driving growth. SAF tech in final leg commercialization expected in FY26. PLA bioplastics pilot + JV with Thyssenkrupp new growth vertical. Mangalore Industry XXX facility to boost ETCA segment execution. HiPurity tailwinds from pharma semiconductors nutraceuticals. Margins expected to stay above XX% with premium mix & scale. Export mix rising XX% of order book; international ramp key. Strong ROCE (24%) to sustain with capital-light high-tech model"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1947637690310029548) 2025-07-22 12:39:45 UTC 11.7K followers, XXX engagements "JSW Energy Quiet Execution Bold Vision July Update - JSW Energy is scripting a renewable first transformation story. Heres what smart investors should know from their July 2025 update X Q1 FY26: New Capacity Commissioned XXX MW RE added (189 MW solar + XX MW wind) Total cumulative addition in Q1: XXX GW (organic + inorganic) X Installed Capacity ➡ Now at XXXX GW ➡ Renewables form XX% of total Wind: 3554 MW Solar: 2157 MW Hydro: 1391 MW X Locked-in Growth Pipeline XXXX GW under construction (across thermal wind solar hydro) XXX GW in pipeline ➡ Total secured generation capacity: XXXX GW 4"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1942155911344341365) 2025-07-07 09:37:07 UTC 11.7K followers, 12.9K engagements "Indian Railways Mega CCTV Push & Likely Eligible Beneficiaries - 74000 Coaches + 15000 Locomotives - Aimed at real-time security theft reduction & AI-enabled monitoring - Heres the opportunity landscape for investors X Whats Happening & The Scale of the Project After successful trials in Northern Railway Railways is going ahead with nationwide CCTV rollout All coaches to get X dome cameras (2 per entrance) and locomotives to get X Desk-mounted microphones in loco cabs for audio surveillance Cameras to cover front rear & sides of locomotives for XXX visibility X CCTV cameras per coach 74000"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944489020106649966) 2025-07-13 20:08:03 UTC 11.7K followers, 9886 engagements "Chemicals Powering EMS & Semiconductor Industries Top Indian Makers - Everyone talks about Dixon Syrma Kaynes and the EMS explosion. - But few notice the chemicals these factories rely on solvents etchants fluoropolymers photoresists. - And just a handful of Indian companies make them Why it matters: Every wafer needs to be cleaned 50+ times. Every PCB needs coatings that can survive solder heat. Every chip needs encapsulants etchants fluoropolymers and electrolytes. This isnt commodity chemistry its precision-grade fabs-approved IP. Now meet the XX listed Indian stocks fueling this boom"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1947561722937807260) 2025-07-22 07:37:53 UTC 11.7K followers, 71.5K engagements "📢 Indias Data Centre Boom in FY26 - Nuvama & CBRE Report 🔹Surging Demand: AI Cloud Digital Transformation 🔹Capacity Surge: 1255 MW (9M FY 2025) 2070 MW (FY 2026) 🔹Utilization: 75-80% set to improve in FY26 🔹580bn+ Investment (FY26E) IT Infra: 353bn (60%) Electrical Infra: 118bn (20%) Mechanical Infra: 59bn (10%) Construction: 59bn (10%) 🔹Key Beneficiaries: L&T ABB Siemens Schneider Blue Star KEC ( No buy/sell reco ) 🔹Mumbai leads (49% share) followed by Chennai & Delhi-NCR in DC . 🔹AI & Cloud demand accelerating growth 💡Massive Infra & Tech opportunity ahead. #stockmarketsIndia"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1896356622584488043) 2025-03-03 00:27:06 UTC 11.7K followers, 63.3K engagements "Indias EMS Sector Riding on Multi-Year Growth Opportunities - From assembling parts to powering global supply chains Indias EMS sector is scaling new heights. - Here's the structural story behind the surge👇 X A XXXX Lakh Cr Electronics Megatrend 🔹Indias electronics production to grow at XX% CAGR (FY23-28) 🔹EMS segment growing faster at XX% CAGR 🔹Share of EMS in domestic production rising: XX% ➝ XX% 🔹Huge headroom: Per capita electronics spend at just $XX vs $XXX global avg ➡ EMS is no longer backend assembly its becoming Indias global export engine. X Policy-Led Capex Flywheel in Motion"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1942125121336119803) 2025-07-07 07:34:46 UTC 11.7K followers, 191.2K engagements "- PN Gadgil is my core portfolio stock. - Clear road map of retail expansion & execution is matching the script - Balance sheet clean strategy crisp. Brand-first + optionality-rich + execution-led. No buy/sell reco"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1946635236844192152) 2025-07-19 18:16:21 UTC 11.7K followers, XXX engagements "10 DSP Large Cap Fund 🔹NTPC Ltd. ➡ +22.5% 🔹HDFC Bank Ltd. ➡ +8.6% 🔹Syngene International Ltd. ➡ Fresh Entry: XXXXX Cr 🔹Ipca Laboratories Ltd. ➡ +53.5% 🔹Mahindra & Mahindra Ltd. ➡ +6.9% XX ICICI Prudential Large Cap Fund 🔹Asian Paints Ltd. ➡ +41.3% 🔹Bharti Airtel Ltd. ➡ +9.2% 🔹HDFC Bank Ltd. ➡ +4.0% 🔹Mahindra & Mahindra Ltd. ➡ +21.6% 🔹Interglobe Aviation Ltd. ➡ +15.3% XX Mirae Asset Large Cap Fund 🔹Varun Beverages Ltd. ➡ +65.5% 🔹Siemens Energy India Ltd. ➡ +143.1% 🔹Bharti Airtel Ltd. ➡ +7.7% 🔹HDFC Bank Ltd. ➡ +2.9% 🔹Bharat Petroleum Corporation Ltd. ➡ +194.5% #StocksToWatch"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944071906845766031) 2025-07-12 16:30:36 UTC 11.7K followers, 2038 engagements "Top Stocks bought by Mutual Funds in May - Lets try to understand how they positioned up to the Q4 results season - And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹Mahindra & Mahindra Ltd. ➡ +12.63% 🔹Bajaj Holdings & Investment Ltd. ➡ +12.04% 🔹Coal India Ltd. ➡ +8.23% 🔹HDFC Bank Ltd. ➡ +2.17% 🔹Power Grid Corp. of India Ltd. ➡ +1.66% 🔹Bharti Airtel Ltd. ➡Fresh Entry: 2190 Cr X HDFC Flexi Cap Fund 🔹Bank of Baroda ➡ +97.26% 🔹State Bank of India ➡ +47.13% 🔹Bajaj Auto Ltd. ➡ +18.36% 🔹Tata Steel Ltd. ➡ +14.95% 🔹Swiggy Ltd. ➡ Fresh Entry: XXXXXX Cr X Nippon India"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1934265298817040702) 2025-06-15 15:02:38 UTC 11.7K followers, 43.2K engagements "Indias EMS Sector: The Sunrise Playbook by JP Morgan - JP Morgan calls EMS the Sunrise Sector and it's racing toward a 15T opportunity by FY30. - Heres why it matters X EMS: XX Trillion Opportunity in the Making - JP Morgan initiates coverage on Indias EMS (Electronic Manufacturing Services) sector calling it the Sunrise Sector with: XX% Revenue CAGR expected over FY2530 EMS share in domestic electronics to grow from XX% XX% Tailwinds: Rising electronics content 'Make in India' China+1 and rising global outsourcing X The Sector is Rerated. What Next - EMS stocks are up XXX% in X years vs"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1945482963141239128) 2025-07-16 13:57:38 UTC 11.6K followers, 27.1K engagements "Indias Solar Value Chain & Key listed players - A 3.5L Cr sunrise sector scaling from glass to grid. - From XXX GW (2014) ➡ XXX GW (2025) ➡ XXX GW (2030 target) - Backed by ALMM PLI & localisation India is building the entire stack. - Lets decode the full chain: who wins what changes where to bet. What Makes the Solar Industry X Key Segments X Raw Material Base The Foundation Polysilicon Ultra-pure silicon used to make solar wafers Ingots & Wafers Molten silicon cast into ingots and sliced into wafers the base for solar cells ➡ Together they account for XX% of total module cost ➡ India still"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1941605613429195023) 2025-07-05 21:10:26 UTC 11.7K followers, 51.7K engagements "Core Portfolio Strategy: Phases of Rerating Cycle for compounders X Phase 1: Valuation Catch-up - Sector tailwinds (policy capex demand surge) drive FOMO. Multiple expansion fuels the rally not earnings. ➡ Focus: Growth story priced in 1218 months. ➡ Challenge: High risk of overvaluation if execution falls short. X Phase 2: Earnings Delivery - Execution quality margin durability and scalability take centre stage. Stocks move with EPS compounding. ➡ Challenge: Stocks move with EPS compounding; derating risks if performance falters. X Phase 3: Terminal Value Compression - Growth normalizes and"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1947019965242191929) 2025-07-20 19:45:08 UTC 11.6K followers, 5018 engagements "Scoda Tubes Ltd Stainless Steel Seamless Growth Ahead - Post IPO this smallcap pipe player is doubling capacity ramping exports and expanding into high-demand welded segments. - Lets decode the transition with hard numbers capex milestones and margin shifts X From Pipes to Platform: Scodas Stack Scoda isnt chasing volume for volumes sake. Seamless Capacity: 10068 TPA Welded Capacity: 1020 TPA Mother Hollow: 20000 TPA (hot piercing mill since May 2022) ➡ In FY25 85%+ of revenue came from seamless tubes not welded. X Capex That Reflects Intent Not Just Scale Capex Outlay: XXX Cr (from IPO) 55"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944470508977991891) 2025-07-13 18:54:30 UTC 11.6K followers, 18.5K engagements "HVDC - Rise of the Invisible Superhighway & Important listed Riders - Roads railways and ports are easy to track. But what about the silent superhighway underneath Indias clean energy ambitions - Thats HVDC High Voltage Direct Current and its becoming the new currency of power. Here's why investors should care X The Rise of the Invisible Superhighway HVDC enables long-distance power transfer from Bhadla's solar hubs to undersea links like Sri Lanka Transmits electricity over thousands of km with minimal loss and precise control Unlike AC HVDC avoids voltage sag flicker and frequency"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1945168816264372685) 2025-07-15 17:09:19 UTC 11.7K followers, 19.4K engagements "Top Stocks Bought Sold & Fresh picks by Mutual funds May 2025 Smart Money Tracker - Every buy/sell has a signal. Here's where Indias top fund managers are rotating capital X Top New Entrants Fresh Conviction Largecap Universe 🔹Adani Green Backed by green infra push 🔹Bharti Airtel Gaining traction post ARPU growth 🔹InterGlobe Aviation Airline bet after traffic rebound Midcap Universe 🔹Yes Bank Selective entry despite NPA overhang 🔹PB Fintech D2C fintech comeback 🔹KPR Mill PI Ind HPCL Strong RoCE + export edge Smallcap Universe 🔹Brookfield India REIT Yield play 🔹Prataap Snacks Apcotex"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1933419230676037961) 2025-06-13 07:00:40 UTC 11.7K followers, 104.4K engagements "Top Stocks bought by Mutual Funds in June - Lets try to understand how they positioned before the Q1 results season - And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹Bharti Airtel Ltd. ➡ +92.1% 🔹Zydus Wellness Ltd. ➡ Fresh Entry: XXXXX Cr 🔹Power Grid Corp. of India Ltd. ➡ +11.1% 🔹Bajaj Holdings & Investment Ltd. ➡ +7.2% 🔹HDFC Bank Ltd. ➡ +5.6% X HDFC Flexi Cap Fund 🔹Hyundai Motor India Ltd. ➡ +35.2% 🔹State Bank of India ➡ +21.2% 🔹Hindalco Industries Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹ICICI Bank Ltd. ➡ +4.1% 🔹Bank of Baroda ➡ +33.1% X Nippon India Multi Cap Fund"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944066299786887609) 2025-07-12 16:08:19 UTC 11.7K followers, 46.7K engagements "KP Energy FY26: Wind Infra Compounder in the Making - While large infra gets headlines the real compounding is happening where few look in execution grid and annuity. - Heres why KP Energy might be Indias next great infra enabler X A Wind Infra Specialist With Operating Muscle FY25 Revenue: XXX Cr (+97%) PAT: XXX Cr EBITDA Margin: XX% ROE XX% EPS: XXXX (vs 8.8) Not just growth profitable cash-generating growth. X A 2800 Cr Order Book Isnt Just Big - Its Smart XXXX GW in hand (across clients + states) XXX MW of new orders expected by Sep XX XXX GW bid pipeline under evaluation Execution"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1945538909221654845) 2025-07-16 17:39:56 UTC 11.7K followers, 22K engagements "Premier Energies Commissions XXX GW TOPCon Solar Cell Line In Road map how much achieved New line operational at Fab City Hyderabad Solar cell efficiency XX% with 16-busbar architecture Tech shift: from PERC to next-gen TOPCon Solar cell capacity rises from X GW ➡ XXX GW Captive use for DCR ramping to XXX% 📊 Roadmap Progress (FY26 Target) Target: X GW Cell XXXX GW Module Completed XXX GW Cell XXX GW Module Pending (by FY26): XXX GW Cell X GW Module (FY28 Target) Target: XX GW Cell XX GW Ingot XX GW Wafer Completed: XXX GW Cell X GW Ingot X GW Wafer Under Construction: XXX GW Cell XXX GW"  [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1938280680099877296) 2025-06-26 16:58:20 UTC 11.7K followers, 5585 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.]
@selvaprathee Investors Compass
Investors Compass posts on X about india, infra, stocks, surge the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +17%
- X Months XXXXXXXXX +7,767%
Mentions: XX #
- X Week XX -XX%
- X Month XX +33%
- X Months XXX +663%
Followers: XXXXXX #
- X Week XXXXXX +2.50%
- X Month XXXXXX +17%
- X Months XXXXXX +1,211%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXXX% stocks XXXXX%
Social topic influence india 29.63%, infra 14.81%, stocks 14.81%, surge #44, investment 11.11%, tracker 11.11%, money 11.11%, lakh #233, mega 7.41%, momentum XXXX%
Top accounts mentioned or mentioned by @trendspark420 @praveen12pranis @aaryagajraj @anvith @thealpha10x @aiminvestments @vishnuladdu @ujwal_kr @ssage82827 @shivansshi @vishpradp @dhawaldoshi5 @vishan_khadke @ayushmarda07 @yesabhie @anup2007ganguly @mran0nymousss
Top Social Posts #
Top posts by engagements in the last XX hours
"Transmission is a Decadal Theme Indias Silent Power Revolution - I'm from the Power sector with 12+ years of experience. - Here's why Ive allocated XX% of my long term Portfolio in this decadal theme with huge tailwind X Massive Market Size & Tailwinds Transmission market: XXXX Lakh Cr ➡ Huge headroom for growth X TowerSubstationConductor Value Chain 🔹Tower: XXX Lakh Cr (40%) 🔹Substation: XXX Lakh Cr (50%) 🔹Conductors: 20k Cr to 35k Cr (5 to 10%) ➡ Major Cost sits in just these X - massive opportunity for infra players X Government-Backed Capex Explosion 🔹4.25 L Cr (202227) + XXXX L Cr"
@selvaprathee on X 2025-05-23 08:24:16 UTC 11.7K followers, 700.2K engagements
"7 Motilal Oswal Midcap Fund 🔹Kaynes Technology India Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Aditya Birla Capital Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Coforge Ltd. ➡ +12.5% 🔹Kei Industries Ltd. ➡ +33.7% 🔹Persistent Systems Ltd. ➡ +7.2% X Edelweiss Mid Cap Fund 🔹Vishal Mega Mart Ltd. ➡ +110.0% 🔹Persistent Systems Ltd. ➡ +23.7% 🔹Multi Commodity Exchange Of India Ltd. ➡ +35.5% 🔹PNB Housing Finance Ltd. ➡ Fresh Entry: XXXXX Cr 🔹City Union Bank Ltd. ➡ +74.2% X HDFC Mid-Cap Opportunities Fund 🔹Vishal Mega Mart Ltd. ➡ +72.3% 🔹Glenmark Pharmaceuticals Ltd. ➡ +45.5% 🔹AU Small Finance Bank Ltd. ➡ +22.4%" @selvaprathee on X 2025-07-12 16:20:31 UTC 11.7K followers, 2119 engagements
"Praj Industries - FY26 Outlook Bioenergy momentum strong XX% of order book; ethanol CBG SAF driving growth. SAF tech in final leg commercialization expected in FY26. PLA bioplastics pilot + JV with Thyssenkrupp new growth vertical. Mangalore Industry XXX facility to boost ETCA segment execution. HiPurity tailwinds from pharma semiconductors nutraceuticals. Margins expected to stay above XX% with premium mix & scale. Export mix rising XX% of order book; international ramp key. Strong ROCE (24%) to sustain with capital-light high-tech model" @selvaprathee on X 2025-07-22 12:39:45 UTC 11.7K followers, XXX engagements
"JSW Energy Quiet Execution Bold Vision July Update - JSW Energy is scripting a renewable first transformation story. Heres what smart investors should know from their July 2025 update X Q1 FY26: New Capacity Commissioned XXX MW RE added (189 MW solar + XX MW wind) Total cumulative addition in Q1: XXX GW (organic + inorganic) X Installed Capacity ➡ Now at XXXX GW ➡ Renewables form XX% of total Wind: 3554 MW Solar: 2157 MW Hydro: 1391 MW X Locked-in Growth Pipeline XXXX GW under construction (across thermal wind solar hydro) XXX GW in pipeline ➡ Total secured generation capacity: XXXX GW 4" @selvaprathee on X 2025-07-07 09:37:07 UTC 11.7K followers, 12.9K engagements
"Indian Railways Mega CCTV Push & Likely Eligible Beneficiaries - 74000 Coaches + 15000 Locomotives - Aimed at real-time security theft reduction & AI-enabled monitoring - Heres the opportunity landscape for investors X Whats Happening & The Scale of the Project After successful trials in Northern Railway Railways is going ahead with nationwide CCTV rollout All coaches to get X dome cameras (2 per entrance) and locomotives to get X Desk-mounted microphones in loco cabs for audio surveillance Cameras to cover front rear & sides of locomotives for XXX visibility X CCTV cameras per coach 74000" @selvaprathee on X 2025-07-13 20:08:03 UTC 11.7K followers, 9886 engagements
"Chemicals Powering EMS & Semiconductor Industries Top Indian Makers - Everyone talks about Dixon Syrma Kaynes and the EMS explosion. - But few notice the chemicals these factories rely on solvents etchants fluoropolymers photoresists. - And just a handful of Indian companies make them Why it matters: Every wafer needs to be cleaned 50+ times. Every PCB needs coatings that can survive solder heat. Every chip needs encapsulants etchants fluoropolymers and electrolytes. This isnt commodity chemistry its precision-grade fabs-approved IP. Now meet the XX listed Indian stocks fueling this boom" @selvaprathee on X 2025-07-22 07:37:53 UTC 11.7K followers, 71.5K engagements
"📢 Indias Data Centre Boom in FY26 - Nuvama & CBRE Report 🔹Surging Demand: AI Cloud Digital Transformation 🔹Capacity Surge: 1255 MW (9M FY 2025) 2070 MW (FY 2026) 🔹Utilization: 75-80% set to improve in FY26 🔹580bn+ Investment (FY26E) IT Infra: 353bn (60%) Electrical Infra: 118bn (20%) Mechanical Infra: 59bn (10%) Construction: 59bn (10%) 🔹Key Beneficiaries: L&T ABB Siemens Schneider Blue Star KEC ( No buy/sell reco ) 🔹Mumbai leads (49% share) followed by Chennai & Delhi-NCR in DC . 🔹AI & Cloud demand accelerating growth 💡Massive Infra & Tech opportunity ahead. #stockmarketsIndia" @selvaprathee on X 2025-03-03 00:27:06 UTC 11.7K followers, 63.3K engagements
"Indias EMS Sector Riding on Multi-Year Growth Opportunities - From assembling parts to powering global supply chains Indias EMS sector is scaling new heights. - Here's the structural story behind the surge👇 X A XXXX Lakh Cr Electronics Megatrend 🔹Indias electronics production to grow at XX% CAGR (FY23-28) 🔹EMS segment growing faster at XX% CAGR 🔹Share of EMS in domestic production rising: XX% ➝ XX% 🔹Huge headroom: Per capita electronics spend at just $XX vs $XXX global avg ➡ EMS is no longer backend assembly its becoming Indias global export engine. X Policy-Led Capex Flywheel in Motion" @selvaprathee on X 2025-07-07 07:34:46 UTC 11.7K followers, 191.2K engagements
"- PN Gadgil is my core portfolio stock. - Clear road map of retail expansion & execution is matching the script - Balance sheet clean strategy crisp. Brand-first + optionality-rich + execution-led. No buy/sell reco" @selvaprathee on X 2025-07-19 18:16:21 UTC 11.7K followers, XXX engagements
"10 DSP Large Cap Fund 🔹NTPC Ltd. ➡ +22.5% 🔹HDFC Bank Ltd. ➡ +8.6% 🔹Syngene International Ltd. ➡ Fresh Entry: XXXXX Cr 🔹Ipca Laboratories Ltd. ➡ +53.5% 🔹Mahindra & Mahindra Ltd. ➡ +6.9% XX ICICI Prudential Large Cap Fund 🔹Asian Paints Ltd. ➡ +41.3% 🔹Bharti Airtel Ltd. ➡ +9.2% 🔹HDFC Bank Ltd. ➡ +4.0% 🔹Mahindra & Mahindra Ltd. ➡ +21.6% 🔹Interglobe Aviation Ltd. ➡ +15.3% XX Mirae Asset Large Cap Fund 🔹Varun Beverages Ltd. ➡ +65.5% 🔹Siemens Energy India Ltd. ➡ +143.1% 🔹Bharti Airtel Ltd. ➡ +7.7% 🔹HDFC Bank Ltd. ➡ +2.9% 🔹Bharat Petroleum Corporation Ltd. ➡ +194.5% #StocksToWatch" @selvaprathee on X 2025-07-12 16:30:36 UTC 11.7K followers, 2038 engagements
"Top Stocks bought by Mutual Funds in May - Lets try to understand how they positioned up to the Q4 results season - And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹Mahindra & Mahindra Ltd. ➡ +12.63% 🔹Bajaj Holdings & Investment Ltd. ➡ +12.04% 🔹Coal India Ltd. ➡ +8.23% 🔹HDFC Bank Ltd. ➡ +2.17% 🔹Power Grid Corp. of India Ltd. ➡ +1.66% 🔹Bharti Airtel Ltd. ➡Fresh Entry: 2190 Cr X HDFC Flexi Cap Fund 🔹Bank of Baroda ➡ +97.26% 🔹State Bank of India ➡ +47.13% 🔹Bajaj Auto Ltd. ➡ +18.36% 🔹Tata Steel Ltd. ➡ +14.95% 🔹Swiggy Ltd. ➡ Fresh Entry: XXXXXX Cr X Nippon India" @selvaprathee on X 2025-06-15 15:02:38 UTC 11.7K followers, 43.2K engagements
"Indias EMS Sector: The Sunrise Playbook by JP Morgan - JP Morgan calls EMS the Sunrise Sector and it's racing toward a 15T opportunity by FY30. - Heres why it matters X EMS: XX Trillion Opportunity in the Making - JP Morgan initiates coverage on Indias EMS (Electronic Manufacturing Services) sector calling it the Sunrise Sector with: XX% Revenue CAGR expected over FY2530 EMS share in domestic electronics to grow from XX% XX% Tailwinds: Rising electronics content 'Make in India' China+1 and rising global outsourcing X The Sector is Rerated. What Next - EMS stocks are up XXX% in X years vs" @selvaprathee on X 2025-07-16 13:57:38 UTC 11.6K followers, 27.1K engagements
"Indias Solar Value Chain & Key listed players - A 3.5L Cr sunrise sector scaling from glass to grid. - From XXX GW (2014) ➡ XXX GW (2025) ➡ XXX GW (2030 target) - Backed by ALMM PLI & localisation India is building the entire stack. - Lets decode the full chain: who wins what changes where to bet. What Makes the Solar Industry X Key Segments X Raw Material Base The Foundation Polysilicon Ultra-pure silicon used to make solar wafers Ingots & Wafers Molten silicon cast into ingots and sliced into wafers the base for solar cells ➡ Together they account for XX% of total module cost ➡ India still" @selvaprathee on X 2025-07-05 21:10:26 UTC 11.7K followers, 51.7K engagements
"Core Portfolio Strategy: Phases of Rerating Cycle for compounders X Phase 1: Valuation Catch-up - Sector tailwinds (policy capex demand surge) drive FOMO. Multiple expansion fuels the rally not earnings. ➡ Focus: Growth story priced in 1218 months. ➡ Challenge: High risk of overvaluation if execution falls short. X Phase 2: Earnings Delivery - Execution quality margin durability and scalability take centre stage. Stocks move with EPS compounding. ➡ Challenge: Stocks move with EPS compounding; derating risks if performance falters. X Phase 3: Terminal Value Compression - Growth normalizes and" @selvaprathee on X 2025-07-20 19:45:08 UTC 11.6K followers, 5018 engagements
"Scoda Tubes Ltd Stainless Steel Seamless Growth Ahead - Post IPO this smallcap pipe player is doubling capacity ramping exports and expanding into high-demand welded segments. - Lets decode the transition with hard numbers capex milestones and margin shifts X From Pipes to Platform: Scodas Stack Scoda isnt chasing volume for volumes sake. Seamless Capacity: 10068 TPA Welded Capacity: 1020 TPA Mother Hollow: 20000 TPA (hot piercing mill since May 2022) ➡ In FY25 85%+ of revenue came from seamless tubes not welded. X Capex That Reflects Intent Not Just Scale Capex Outlay: XXX Cr (from IPO) 55" @selvaprathee on X 2025-07-13 18:54:30 UTC 11.6K followers, 18.5K engagements
"HVDC - Rise of the Invisible Superhighway & Important listed Riders - Roads railways and ports are easy to track. But what about the silent superhighway underneath Indias clean energy ambitions - Thats HVDC High Voltage Direct Current and its becoming the new currency of power. Here's why investors should care X The Rise of the Invisible Superhighway HVDC enables long-distance power transfer from Bhadla's solar hubs to undersea links like Sri Lanka Transmits electricity over thousands of km with minimal loss and precise control Unlike AC HVDC avoids voltage sag flicker and frequency" @selvaprathee on X 2025-07-15 17:09:19 UTC 11.7K followers, 19.4K engagements
"Top Stocks Bought Sold & Fresh picks by Mutual funds May 2025 Smart Money Tracker - Every buy/sell has a signal. Here's where Indias top fund managers are rotating capital X Top New Entrants Fresh Conviction Largecap Universe 🔹Adani Green Backed by green infra push 🔹Bharti Airtel Gaining traction post ARPU growth 🔹InterGlobe Aviation Airline bet after traffic rebound Midcap Universe 🔹Yes Bank Selective entry despite NPA overhang 🔹PB Fintech D2C fintech comeback 🔹KPR Mill PI Ind HPCL Strong RoCE + export edge Smallcap Universe 🔹Brookfield India REIT Yield play 🔹Prataap Snacks Apcotex" @selvaprathee on X 2025-06-13 07:00:40 UTC 11.7K followers, 104.4K engagements
"Top Stocks bought by Mutual Funds in June - Lets try to understand how they positioned before the Q1 results season - And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹Bharti Airtel Ltd. ➡ +92.1% 🔹Zydus Wellness Ltd. ➡ Fresh Entry: XXXXX Cr 🔹Power Grid Corp. of India Ltd. ➡ +11.1% 🔹Bajaj Holdings & Investment Ltd. ➡ +7.2% 🔹HDFC Bank Ltd. ➡ +5.6% X HDFC Flexi Cap Fund 🔹Hyundai Motor India Ltd. ➡ +35.2% 🔹State Bank of India ➡ +21.2% 🔹Hindalco Industries Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹ICICI Bank Ltd. ➡ +4.1% 🔹Bank of Baroda ➡ +33.1% X Nippon India Multi Cap Fund" @selvaprathee on X 2025-07-12 16:08:19 UTC 11.7K followers, 46.7K engagements
"KP Energy FY26: Wind Infra Compounder in the Making - While large infra gets headlines the real compounding is happening where few look in execution grid and annuity. - Heres why KP Energy might be Indias next great infra enabler X A Wind Infra Specialist With Operating Muscle FY25 Revenue: XXX Cr (+97%) PAT: XXX Cr EBITDA Margin: XX% ROE XX% EPS: XXXX (vs 8.8) Not just growth profitable cash-generating growth. X A 2800 Cr Order Book Isnt Just Big - Its Smart XXXX GW in hand (across clients + states) XXX MW of new orders expected by Sep XX XXX GW bid pipeline under evaluation Execution" @selvaprathee on X 2025-07-16 17:39:56 UTC 11.7K followers, 22K engagements
"Premier Energies Commissions XXX GW TOPCon Solar Cell Line In Road map how much achieved New line operational at Fab City Hyderabad Solar cell efficiency XX% with 16-busbar architecture Tech shift: from PERC to next-gen TOPCon Solar cell capacity rises from X GW ➡ XXX GW Captive use for DCR ramping to XXX% 📊 Roadmap Progress (FY26 Target) Target: X GW Cell XXXX GW Module Completed XXX GW Cell XXX GW Module Pending (by FY26): XXX GW Cell X GW Module (FY28 Target) Target: XX GW Cell XX GW Ingot XX GW Wafer Completed: XXX GW Cell X GW Ingot X GW Wafer Under Construction: XXX GW Cell XXX GW" @selvaprathee on X 2025-06-26 16:58:20 UTC 11.7K followers, 5585 engagements