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[@raghavwadhwa](/creator/twitter/raghavwadhwa)
"🔶Blue Star: 🔹Nippon Ola Electric Mobility JCB India Salcomp Manufacturing India TCL India LuLu Group K Raheja Corp Embassy Group Wells Fargo Oberoi Realty Yashoda Hospitals etc"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1920785308511068397) 2025-05-09 10:17:58 UTC 96.9K followers, 1059 engagements


"⚡Quality Power Electrical Equipments Ltd V/s Transformers & Rectifiers India Ltd V/s GE Vernova T&D India Ltd ⚡An In-Depth Comparative Analysis of Key Players in the Transformer Industry Detailed Comparison🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1940719350505431188) 2025-07-03 10:28:44 UTC 96.9K followers, 54.6K engagements


"🔷About the Company: 🔸Monolithisch India Ltd makes and supplies specialized ramming mass for induction furnaces used in iron steel and foundry sectors and also trades to meet urgent demand"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138175015153826) 2025-07-18 09:21:13 UTC 97K followers, 7379 engagements


"✍Blue Jet Healthcare Ltd: Initiated by Motilal Oswal 🔹A global innovation-led CDMO specializing in specialty chemicals producing integrated contrast media intermediates artificial sweeteners like saccharin and its salts advanced pharmaceutical intermediates and APIs for NCEs agrochemicals and fine chemicals"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554408214630719) 2025-07-19 12:55:10 UTC 97K followers, 2511 engagements


"⚡Vikram Solar Ltd.: 🔹The company is one of Indias largest solar PV module manufacturers with an installed capacity of XXXX GW. 🔹The company operates manufacturing facilities at Falta SEZ in Kolkata and Oragadam in Chennai Tamil Nadu providing strong logistics advantages through access to ports roads and rail for efficient domestic and international distribution"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461636460069065) 2025-07-16 12:32:53 UTC 96.9K followers, 2471 engagements


"🔶TARIL: 🔹Powergrid NTPC TATA Power Torrent Power Siemens Energy Bluestar Hindustan Zinc JSW Getco etc"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1940719381522403484) 2025-07-03 10:28:52 UTC 96.9K followers, 2511 engagements


"🔹Divis Laboratories posted strong FY25 results with revenue up XX% YoY to 9360 Cr operating profit rising to 2973 Cr and margins improving to 32%. Net profit jumped XX% YoY to 2191 Cr"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554377835278759) 2025-07-19 12:55:03 UTC 97K followers, 2662 engagements


"🔶Clientele: ⚡PG Electroplast Ltd: 🔹LG Electronics Carrier Jaguar Kohler Whirlpool Godrej AO Smith Acer Voltas Orient Electric Blue Star Croma Crompton etc"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944744177561985498) 2025-07-14 13:01:58 UTC 97K followers, 2321 engagements


"🌟Global Comparables: High Growth Is Sustainable 🔹Historical precedents suggest that EMS companies can sustain high growth through scaling and diversification:"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944678700621967649) 2025-07-14 08:41:47 UTC 96.9K followers, 2126 engagements


"🔶Key Players: 🔹Aurobindo Pharma 🔹Windlas Biotech 🔹Gland Pharma 🔹Glenmark Life Sciences 🔹Syngene International 🔹Divis Laboratories 🔹Jubilant Pharmova"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1912826932804141546) 2025-04-17 11:14:14 UTC 96.8K followers, 3943 engagements


"🔹Cipla Dr. Reddys Laboratories Lupin and Sun Pharma are aggressively advancing generic or novel GLP-1 therapies with regulatory filings and R&D pipelines targeting both domestic and international markets"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772849454620958) 2025-07-17 09:09:32 UTC 97K followers, 1658 engagements


"⚡Skipper Ltd.: 🔹Established in 1981 Skipper Ltd has evolved into a global leader in the manufacturing of Transmission & Distribution (T&D) structures including transmission towers poles and polymer pipes. 🔹It also undertakes EPC projects in the infrastructure segment"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825224219365813) 2025-07-17 12:37:39 UTC 97K followers, 2971 engagements


"🔷Key Highlights: 🔹In FY25 Revenue grew X% YoY to 31724 Cr and EBITDA rose to 6605 Cr with XXXX% margin. Net profit jumped XX% YoY to 3111 Cr supported by volume growth new launches and cost efficiencies"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554387758821439) 2025-07-19 12:55:05 UTC 97K followers, 2638 engagements


"🤑Goldman Sachs and Jefferies see Indias CDMO sector gaining from China+1 with 1520% growth led by biologics ADCs peptides (GLP-1) demand. 🤑6 CDMO companies rated Buy by analysts. A Detailed Thread🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554367089508632) 2025-07-19 12:55:01 UTC 97K followers, 27.2K engagements


"✍Key Highlights: 🔶Anthem Biosciences Ltd: 🔹Expanding custom synthesis capacity at Unit II and constructing Unit III targeted to be fully operational by H1 FY26. 🔹Partnered with Veeva Systems to enhance quality across R&D and manufacturing"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943259770007490637) 2025-07-10 10:43:27 UTC 97K followers, 1874 engagements


"⚡Amber Enterprises India Ltd: 🔹The Company serves over XX OEM/ODM customers including esteemed brands like LG Hitachi Mahindra Daikin Blue Star and others"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944745070911201435) 2025-07-14 13:05:31 UTC 97K followers, 1770 engagements


"🔷Why GLP-1 Drugs Are Gaining Spotlight in India 🔸India faces a growing health crisis with rising obesity and type X diabetes projected to impact over XX% of adults by 2035. GLP-1 receptor agonists are gaining attention for offering dual benefits: effective blood sugar control and significant weight loss"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772838784241935) 2025-07-17 09:09:30 UTC 97K followers, 1877 engagements


"✍Aurobindo Pharma Ltd: Initiated by Goldman Sachs 🔹Engaged in the manufacturing and marketing of active pharmaceutical ingredients generic pharmaceuticals and related services"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554384982450302) 2025-07-19 12:55:05 UTC 97K followers, 2674 engagements


"🔷Competitive Landscape: Key Players and Pipeline Developments: 🔸Market Leaders and Innovators 🔹Novo Nordisk dominates the current Indian GLP-1 market primarily through oral semaglutide (Rybelsus) which holds approximately XX% market share as of recent reports"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772844417249655) 2025-07-17 09:09:31 UTC 97K followers, 1794 engagements


"✍Name of the Company : 🔹Subros is India's largest air conditioning and thermal products company jointly owned by the Suri family Denso Corporation and Suzuki Motor Corporation specializing in auto air conditioning for passenger & commercial vehicles"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1933468427303186463) 2025-06-13 10:16:09 UTC 96.9K followers, 4558 engagements


"🔹Components: The Company manufactures functional components for RAC like heat exchangers motors controllers cross-flow fans and multi-flow condensers as well as components for various consumer durables and automobiles (Non-AC) such as case liners plastic extrusion sheets sheet metal parts and electronic PCBA's"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944744132087349522) 2025-07-14 13:01:47 UTC 96.9K followers, 2475 engagements


"🔸Management indicated that the worst phase is over and expects a strong recovery in H2FY26. The company has guided for over XX% revenue growth in FY26 with EBITDA margins returning to 2021%. Strategic priorities include capacity expansion customer onboarding and entry into high-purity chemical segments like semiconductors setting the stage for long-term value creation"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138151669629187) 2025-07-18 09:21:07 UTC 97K followers, 9572 engagements


"✍Heubach Colorants India Ltd: 🔹FIIs holding: XXXX% 🔹Change in FIIs holding: XXXX% 🔹DIIs holding: XXXXX% 🔹Change in DIIs holding: 2.09%"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946532292819927320) 2025-07-19 11:27:18 UTC 97K followers, 1382 engagements


"⚡Epack Durable Ltd: 🔹Key clients include Blue Star Daikin Carrier Midea Voltas Croma Havells Haier and Godrej"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944745075713647009) 2025-07-14 13:05:32 UTC 97K followers, 1854 engagements


"⚡Kalpataru Projects International Ltd.: 🔹The company is a global EPC player with diversified interests in power transmission and distribution oil and gas pipelines railways and biomass-based power generation"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825229072179506) 2025-07-17 12:37:40 UTC 97K followers, 2766 engagements


"✍Monolithisch India Ltd: ✅Mukul Agrawal bought 500000 shares valued at XX Cr ✅ His stake now stands at 2.3%"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138170929840561) 2025-07-18 09:21:12 UTC 97K followers, 7359 engagements


"🌟Semiconductors: Indias Next Big Leap 🌟What Jefferies says about the semiconductor industry Decoding Jefferies Report 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1938175279425589272) 2025-06-26 09:59:30 UTC 97K followers, 106.9K engagements


"🔶Technology & Innovation : ⚡Waaree Energies Ltd: 🔹Incorporates advanced technologies like Mono PERC and Bifacial modules with a focus on cost-effective solutions for various applications. 🔹Produces smart inverters with data monitoring and utility controls enhancing system efficiency"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461690369532004) 2025-07-16 12:33:06 UTC 96.9K followers, 1308 engagements


"✍Piramal Pharma Ltd: Initiated by Jefferies Goldman Sachs 🔹A leading global CDMO within Indias Piramal Group offering end-to-end drug discovery development and manufacturing services. With XX development and manufacturing facilities spanning North America Europe and Asia"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554437197328566) 2025-07-19 12:55:17 UTC 97K followers, 2149 engagements


"⚡Epack Durable Ltd: 🔹 The company has X vertically integrated facilities located at Dehradun Bhiwadi and Sri City employing XXX individuals"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944744173212475725) 2025-07-14 13:01:57 UTC 96.9K followers, 2258 engagements


"🔶Tata Power Company Ltd: 🔹The company has a power generation capacity of XXX MW from hydroelectric sources and 9300+ MW from thermal sources including coal gas and oil through owned and leased plants along with related ancillary services"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188959299867078) 2025-07-18 12:43:00 UTC 97K followers, 1057 engagements


"🗼Transrail Lighting Ltd V/s Skipper Ltd V/s Kalpataru Projects International Ltd 🗼A Detailed Comparison of Key Players in Power Transmission & Infrastructure EPC A thread.🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825213528375775) 2025-07-17 12:37:37 UTC 97K followers, 54.2K engagements


"🔸Water: It undertakes water supply and distribution waste management irrigation and operation and maintenance projects"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825279332544960) 2025-07-17 12:37:52 UTC 97K followers, 1549 engagements


"🔸Divis is focusing on GLP-1 GIP and GLP-2 therapies through advanced peptide synthesis for innovators. It avoids the generic space with several custom projects in the pipeline and expected revenues from late 2026"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945773555796308113) 2025-07-17 09:12:21 UTC 97K followers, 2785 engagements


"🔶Exide Industries Ltd: 🔹The company is primarily engaged in the manufacturing of storage batteries and allied products in India"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943304446290829521) 2025-07-10 13:40:59 UTC 97K followers, 6028 engagements


"☀Vikram Solar IPO Soon ☀Waaree Energies Ltd V/s Vikram Solar Ltd ☀An In-Depth Comparison of the Leading Solar Panel Manufacturers in India A thread.🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461625861091345) 2025-07-16 12:32:51 UTC 97K followers, 36.7K engagements


"🔸OneSource Specialty Pharmas USFDA-compliant facility will support the commercial launch of key GLP-1 products for its partners by late FY26"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772869402665260) 2025-07-17 09:09:37 UTC 97K followers, 1207 engagements


"🔸Tatva Chintans FY25 revenue dipped X% YoY to XXXXX Cr while EBITDA fell XX% and PAT plunged XX% to XXX Cr due to margin pressure from weak realizations in PTC & SDA adverse product mix and operational inefficiencies"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138149044011500) 2025-07-18 09:21:06 UTC 97K followers, 9943 engagements


"🔶Gujarat Mineral Development Corporation Ltd: 🔹The company is primarily engaged in X sectors i.e. mining and power. 🔹The co. operates a thermal power plant in Gujarat with an installed capacity of XXX MW"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188944754012317) 2025-07-18 12:42:57 UTC 97K followers, 1133 engagements


"🔸Provides customized refractory blends for specific furnace types and supports metal melting with fossil flux and allied materials. 🔸The manufacturing unit in Purulia West Bengal has XXXX lakh MTPA capacity with XXXXX% utilization in FY25; land acquired for expansion"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138180815925431) 2025-07-18 09:21:14 UTC 97K followers, 6704 engagements


"🔸Granules India acquired Swiss CDMO Senn Chemicals AG boosting peptide synthesis and enabling international scale-up"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772873563439431) 2025-07-17 09:09:38 UTC 97K followers, 1208 engagements


"✍Syngene International Ltd: Initiated by Jefferies Goldman Sachs 🔹Indias first CRO Syngene evolved into an integrated CRAMS provider offering end-to-end drug discovery development and manufacturing services. Its research and manufacturing facilities span XXX million sq. ft. across multiple locations"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554423817510918) 2025-07-19 12:55:14 UTC 97K followers, 2288 engagements


"🔶Recent Trends: 🔹The 2024 BCG study highlighted a XX% YoY increase in project RFPs from global firms to Indian CDMOs 🔹Increasing shift from generic APIs to complex pharma including biologics biosimilars and gene/cell therapies (projected CAGR of 45%)"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1912826930421694478) 2025-04-17 11:14:13 UTC 96.8K followers, 3609 engagements


"🔶Vehicle Model Portfolio: 🔹Sedans: Aura Verna 🔹Hatchbacks: Grand i10 NIOS i20 i20 N Line 🔹SUVs: Exter Venue Venue N Line Creta Creta N Line Alcazar Tucson IONIQ 5"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1845002868417265738) 2024-10-12 07:25:36 UTC 96.9K followers, 1159 engagements


"🔸Buildings & Factories: It constructs residential buildings commercial buildings industrial plants data centers etc"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825274366394850) 2025-07-17 12:37:51 UTC 97K followers, 1661 engagements


"🔸Sai Life Sciences inaugurated a peptide R&D center with advanced automated synthesis capabilities and USFDA GMP certification"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772898158838270) 2025-07-17 09:09:44 UTC 97K followers, 1285 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.🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1838491581818560952) 2024-09-24 08:12:05 UTC 96.8K followers, 95.5K engagements


"⚡Capital Goods / Infra Prompt: 🔸Assess the company order book execution cycle and segmental mix (EPC O&M turnkey manufacturing). 🔸Analyze order inflow trends order-book-to-sales ratio and margin volatility linked to commodity pricing (steel copper). Evaluate the capex intensity and the working capital cycle. 🔸Map exposure to government spending (railways roads defense renewables) and PLI tailwinds. Benchmark against peers like KEC Kalpataru Siemens or BHEL"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1940399387462520964) 2025-07-02 13:17:19 UTC 97K followers, 1694 engagements


"🔹Syngene posted 3642 Cr revenue in FY25 (up X% YoY) with 1045 Cr operating profit at XX% margin. Net profit dipped slightly to XXX Cr due to higher tax and depreciation"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554429332992244) 2025-07-19 12:55:15 UTC 97K followers, 2135 engagements


"🔹Eli Lilly launched tirzepatide (Mounjaro) in India expanding therapeutic options with a dual GIP/GLP-1 receptor agonist"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772846833455577) 2025-07-17 09:09:32 UTC 97K followers, 1669 engagements


"🔸The product portfolio includes Phase Transfer Catalysts (PTCs) for multiphase chemical reactions Glymes for APIs Electrolyte Salts for supercapacitor batteries and intermediates for the pharmaceutical and agrochemical industries. It's also Indias largest Glyme and Electrolyte Salt producer"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138138654777722) 2025-07-18 09:21:04 UTC 97K followers, 11.9K engagements


"⚡Vikram Solar Ltd.: 🔹 The company aims to significantly scale revenue through both capacity expansion and EPC execution. With its module capacity targeted to grow from XXX GW to XXXX GW by FY26 and XXXX GW by FY27 management expects multi-fold revenue growth over the next X years. 🔹With backward integration via a X GW solar cell facility in Tamil Nadu the company aims to improve EBITDA margins from the current XX% to the 1820% range over the next XX years"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461699588313315) 2025-07-16 12:33:08 UTC 96.9K followers, 1312 engagements


"🚨 New Additions by Mr. Mukul Agrawal 📊Ace Investor Mukul Agrawal has increased his stake in one company and added new Companies to his portfolio. Heres a detailed look at his latest picks A Thread 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138128370311527) 2025-07-18 09:21:01 UTC 97K followers, 126K engagements


"Missed few names: X. Advait Energy X. SPML Infra X. Acme Solar"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946574713746001996) 2025-07-19 14:15:52 UTC 97K followers, 19.1K engagements


"🔶Pharmaceuticals Stocks: 🔹Aurobindo Pharma: (M Cap: 68587 Cr.) 🔹Sun Pharmaceuticals Industries: (M Cap: 419623 Cr.) 🔹Windlass Biotech: (M Cap: 1994 Cr.) 🔹Lupin Ltd (M Cap: 95029 Cr.) 🔹Gland Pharma: (M Cap: 25149 Cr.)"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1885285881952563264) 2025-01-31 11:15:55 UTC 96.8K followers, 4334 engagements


"🔹Aurobindo targets high single-digit revenue growth in FY26 (ex-Revlimid) with stable EBITDA margins. Growth to be led by Europe US launches injectables and China/Vizag plants. Pen-G may contribute partially biosimilar ramp-up starts H2 and full scale is expected by FY30"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554390489526753) 2025-07-19 12:55:06 UTC 97K followers, 2657 engagements


"🔶Future Guidance: ⚡Waaree Energies Ltd.: 🔹Cell & Module Expansion: Targeting an additional XXX GW by FY27 🔹6 GW Integrated Wafer-Cell-Module Factory: On track for FY27 (PLI project; 9000 Cr capex) 🔹Green Hydrogen: XXX MW electrolyzer plant both scheduled for operationalization by 2027 🔹6 GW wafercellmodule plant 9000 Cr capex completion by FY27"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461696652619821) 2025-07-16 12:33:08 UTC 96.9K followers, 1316 engagements


"🔸Dr. Reddys is developing generic semaglutide (GLP-1) and plans to launch it in 2026 across markets where patents allow"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772881675473252) 2025-07-17 09:09:40 UTC 97K followers, 1020 engagements


"🌟Key Growth Drivers 🔶Infrastructure Development 🔹Government capex of over X trillion on power railways and smart cities in the coming years. 🔹Projects include 4555 GW new power capacity 10000 km interstate transmission lines and metro expansions adding 20000 crore of cable demand in FY26"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944010149921730813) 2025-07-12 12:25:12 UTC 97K followers, 4315 engagements


"🔶Hitachi Energy India Ltd: 🔹The company serves utility and industry customers with a complete range of engineering products solutions and services in the areas of Power technology"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943304451122479465) 2025-07-10 13:41:00 UTC 97K followers, 5883 engagements


"🔶Order Book: ⚡Transrail Lighting Ltd: 🔹as on Mar FY25 Total Orderbook 14551 Crore ⚡Skipper Ltd: 🔹as on Mar FY25 Total Orderbook 7458.4 Crore ⚡Kalpataru Projects International Ltd: 🔹as on Mar FY25 Total Orderbook 64495 Crore"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825314351071355) 2025-07-17 12:38:01 UTC 97K followers, 1546 engagements


"🔹For FY26 the company plans XXX crore in capex including XXX crore for the ongoing electrolyte project and XX crore for a new high-potency pilot plant at Sachin"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554400874643754) 2025-07-19 12:55:09 UTC 97K followers, 2519 engagements


"🔶GVT&D: 🔹NTPC Adani Transmission Hindalco TATAPower BHEL Indigrid Amazon Powergrid NHPC Reliance Industries JSW Steel etc"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1940719384194175042) 2025-07-03 10:28:52 UTC 96.9K followers, 2311 engagements


"3Sector: Banks & Finance ✍Central Bank of India: 🔹FIIs holding: XXXX% 🔹Change in FIIs holding: XXXX% 🔹DIIs holding: XXXX% 🔹Change in DIIs holding: 3.05%"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946532297433612473) 2025-07-19 11:27:19 UTC 97K followers, 1364 engagements


"📌As Indian EMS companies grow beyond $X billion in revenue and aim for $X billion they need to grow smaller business areas or enter new ones to keep up their strong growth. 🔹Dixon Technologies has strong revenue from mobiles (66%) but can boost growth by scaling its underpenetrated consumer electronics (9%) and home appliances (4%) segments"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944678703557927350) 2025-07-14 08:41:47 UTC 96.9K followers, 2173 engagements


"✍Yatharth Hospital & Trauma Care Services Ltd: ✅Mukul Agrawal bought 1100000 shares valued at XXXX Cr ✅ His stake now stands at 1.1%"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138154131751102) 2025-07-18 09:21:08 UTC 97K followers, 9072 engagements


"💧The Indian pumps market is expected to reach USD 6392.9 million by 2030 growing at a XXX% CAGR from 2024 to 2030. 💧9 Companies Leading the Charge in Indias Pump Market Revolution A Thread 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945105736654315791) 2025-07-15 12:58:40 UTC 97K followers, 48.1K engagements


"✍Is India Ready for the $109B Opportunity 🔹Indias semiconductor market is expected to reach $XXX billion by 2030. With five large projects underway a comprehensive incentive structure and strong policy clarity Jefferies believes India is poised to replicate its success stories in mobile and autos in semiconductors. Execution risks remain but the roadmap is clear: India is not just assembling the future; its building it chip by chip"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1938175355015364790) 2025-06-26 09:59:48 UTC 96.9K followers, 3872 engagements


"⚙Monolithisch India V/s Raghav Productivity Enhancers ⚙Comparison of two companies in the Refractory and Ramming mass A Detailed Comparison 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945069404800123249) 2025-07-15 10:34:18 UTC 97K followers, 21K engagements


"⚡Vikram Solar Ltd: 🔹Known for advanced technologies like TOPCon and Heterojunction Technology (HJT) offering higher efficiency and lower degradation rates. 🔹Focuses on high-efficiency modules with half-cut cell designs for improved shade tolerance and performance"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461693360099461) 2025-07-16 12:33:07 UTC 96.9K followers, 1265 engagements


"👑The Monopoly Portfolio👑 💰17 Monopoly Companies every Investor must know about 💡Monopoly businesses have potential to become multibaggers as they can leverage their market dominance which often translates into consistent profits and stock price growth. A thread. 🧵"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1705878295407964641) 2023-09-24 09:34:13 UTC 97K followers, 245.4K engagements


"📊 Management Guidance XX% 📊15 Companies where Management has guided for revenue growth of more than 50%. A Thread.🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1942909350470660129) 2025-07-09 11:31:01 UTC 97K followers, 35.7K engagements


"🔸GLP-1 drugs mimic the hormone glucagon-like peptide-1 helping regulate blood sugar by boosting insulin reducing glucagon slowing digestion and increasing satiety. They are primarily used to treat type X diabetes with popular options including semaglutide (Ozempic Wegovy) and liraglutide (Victoza Saxenda)"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772823357657469) 2025-07-17 09:09:26 UTC 97K followers, 2090 engagements


"🔸Gland Pharma's entry into the GLP-1 segment began with the launch of liraglutide and with two GLP-1 contracts secured they are scaling cartridge capacity from XX million to XXX million units by CY26"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772877543780842) 2025-07-17 09:09:39 UTC 97K followers, 1156 engagements


"🔶Bharat Heavy Electricals Ltd: 🔹The company comprises thermal gas hydro and nuclear power plant businesses spares & services business apart from new businesses of coal to chemicals emission control equipment and spares for Non-BHEL sets"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188964819599416) 2025-07-18 12:43:02 UTC 97K followers, 1034 engagements


"🔹For FY26 Syngene expects mid-single-digit reported revenue growth with underlying growth in the early teens across all segments. EBITDA margins are guided to moderate to mid-20s due to initial operational costs from new facilities"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554432734527703) 2025-07-19 12:55:16 UTC 97K followers, 2120 engagements


"🔹Polymer Products: The company offers a range of polymer pipes and fittings under the Skipper brand. 🔸Its product line includes UPVC CPVC and SWR pipes for agricultural plumbing and sanitation applications"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825266908942439) 2025-07-17 12:37:49 UTC 97K followers, 1839 engagements


"🌟Consumer vs Industrial EMS: Business Characteristics: 🔹Consumer EMS deals with high-volume low-margin products like mobiles and appliances offering higher ROCE due to lower working capital needs. Key players are Dixon and Amber. 🔹Industrial EMS focuses on low-volume high-margin segments like automotive aerospace and medical but has lower ROCE due to higher working capital. Key players include Kaynes Syrma Avalon and Cyient DLM"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944678281795752067) 2025-07-14 08:40:07 UTC 96.9K followers, 2551 engagements


"⚙RACL Geartech Ltd: A small cap company engaged in automotive gears and components business. ⚙The company supplies key automobile components to BMW Motorrad Kubota Corporation KTM AG etc. Detailed Company Analysis🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1742516725453594835) 2024-01-03 12:02:16 UTC 97K followers, 38K engagements


"💰Institutional Favourite Sectors & Stocks 💰3 Sectors & their Companies where both FIIs and DIIs have increased their stakes in the recent quarter A Thread.🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946532250205683846) 2025-07-19 11:27:07 UTC 97K followers, 15.5K engagements


"🔶JSW Energy Ltd: 🔹 The company is primarily engaged in the business of generating power from its power assets located in Karnataka Maharashtra Nandyal and Salboni. 🔹The company's XXX MW/1 GWh Battery Energy Storage System (BESS) project awarded by SECI is currently under appeal at APTEL"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943304414434857107) 2025-07-10 13:40:51 UTC 96.8K followers, 7217 engagements


"🔹Supplies radiopharmaceuticals to XX on-shore US radiopharmacies and diagnostic imaging centres under long-term supply contracts. 🔹Provides allergenic extracts and venom products to allergists and ENT clinics in the US Canada Europe and Australia"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1939995789826179389) 2025-07-01 10:33:34 UTC 96.8K followers, XXX engagements


"🔹Electronics: The Company manufactures PCBAs for consumer durables home appliances RAC and telecom sectors. It added new customers and ventured into Smart Wearables Hearables and telecom equipment"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944744136684306808) 2025-07-14 13:01:48 UTC 96.9K followers, 2375 engagements


"⚡Vikram Solar Ltd.: 🔶Solar PV Modules: 🔹Offers a wide range of module types: Mono PERC (bifacial and monofacial) TopCon and Half-Cell modules. 🔹Products under brands like SURYAVA HYPERSOL PARDEA PREXOS and SOMERA. 🔹Caters to utility rooftop and industrial applications with modules ranging from 400W to 725W and up to XXXXX% efficiency"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461651765067923) 2025-07-16 12:32:57 UTC 96.9K followers, 2040 engagements


"✍Components of Thermal Power Plants: 🔸Boiler: Heats water to produce high-pressure steam using fuel combustion. 🔸Turbine: Driven by steam to rotate and generate mechanical energy. 🔸Generator: Converts mechanical energy into electrical energy. 🔸Cooling System: Dissipates excess heat often using cooling towers or water bodies"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188891729641960) 2025-07-18 12:42:44 UTC 97K followers, 1687 engagements


"🌟The Make in India Push 🔹The Indian government has been aggressively promoting domestic manufacturing through targeted policy support. Notably the Product Linked Incentive (PLI) schemes have been launched for multiple sectors including large-scale electronics white goods telecom IT hardware and medical devices"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944678218088501533) 2025-07-14 08:39:52 UTC 96.8K followers, 4163 engagements


"🔷Patent Expiry and Market Dynamics: The Door Opens for Indian Generics: 🔸A pivotal event shaping the GLP-1 market in India is the scheduled expiration of Novo Nordisks patent for semaglutide (marketed as Wegovy and Ozempic) in 2026. This patent cliff creates an opportunity for Indian pharmaceutical manufacturers to launch generic versions which is likely to drive down prices and expand patient access"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772831339340175) 2025-07-17 09:09:28 UTC 97K followers, 2051 engagements


"🔹FY26: Mid-single-digit revenue growth EBITDA margin to dip to mid-teens due to one-off CDMO client pause; modest PAT growth expected with lower tax. 🔹FY27: Strong recovery with mid- to high-teen revenue growth 1920% EBITDA margin and multifold PAT growth. 🔹FY30 Goal: $2B revenue XX% EBITDA margin high-teens ROCE"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554445774705035) 2025-07-19 12:55:19 UTC 97K followers, 2102 engagements


"🔋Battery Energy Storage System (BESS) 🔋 Govt Targets XX GW Battery Storage & XX GW Pumped Hydro by 2032 to Power the Energy Transition 🔋13 Companies Leading the Charge in Battery Energy Storage Solutions A Thread 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943304368264040905) 2025-07-10 13:40:40 UTC 97K followers, 105K engagements


"🔶Indian Oil Corporation Ltd: 🔹Indias largest integrated energy PSU is involved in refining pipeline transportation marketing of petroleum products and petrochemicals. It operates over XX refineries and an extensive fuel distribution network. 🔹3 Years Sales Growth: X% 🔹3 Years Profit Growth: -22%"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1934907543186448844) 2025-06-17 09:34:41 UTC 96.8K followers, 3521 engagements


"🔋ACME Solar Holdings V/s Adani Green Energy 🔋A comparison of two leading players in solar wind battery storage and pumped hydro. A detailed comparison 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943607974959738964) 2025-07-11 09:47:06 UTC 97K followers, 29.6K engagements


"🔸Planning to expand operations beyond Eastern India to reduce regional dependence. 🔸Benefiting from rising steel production under Indias National Steel Policy. 🔸Operating margins are expected to remain strong due to backward integration and efficient execution"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945069453827289515) 2025-07-15 10:34:30 UTC 96.8K followers, XXX engagements


"🔷Raghav Productivity Enhancers Ltd: 🔸Focus on expanding high-margin value-added products and entering new international markets. 🔸R&D-driven strategy to diversify into newer silica-based applications. 🔸Continue leveraging operating leverage from expanded capacity to enhance margins. 🔸Explore new furnace lining solutions backed by in-house R&D"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945069457191121112) 2025-07-15 10:34:30 UTC 96.9K followers, XXX engagements


"🔸Thermal power is critical for providing stable round-the-clock electricity making it essential for meeting base load requirements in industries and households"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188887438844371) 2025-07-18 12:42:43 UTC 97K followers, 1473 engagements


"🔶Bharat Petroleum Corporation Ltd: 🔹BPCL is a government-owned refining and marketing company with a strong retail footprint and refineries in Mumbai Kochi and Bina. It is also expanding into petrochemicals and upstream assets. 🔹3 Years Sales Growth: X% 🔹3 Years Profit Growth: 8%"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1934907548563591313) 2025-06-17 09:34:43 UTC 96.8K followers, 3311 engagements


"✍Divis Laboratories Ltd: Initiated by Jefferies 🔹A leading Indian pharmaceutical company specializing in APIs custom synthesis and nutraceuticals. It supplies to over XXX countries and partners with top global pharma firms"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554371669696614) 2025-07-19 12:55:02 UTC 97K followers, 2788 engagements


"🔶Adani Green Energy: 🔹Adani Green (AGEL) reported a solar CUF of XXXX% and a hybrid CUF of XXXX% in FY25 with total solar generation at 7397 MU"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943608011865395318) 2025-07-11 09:47:15 UTC 96.8K followers, 1640 engagements


"🔹Combined CycleThermal Power Plant: These plants employ both a gas turbine and a steam turbine for electricity generation. The gas turbine generates power in the initial phase while the steam turbine is responsible for the subsequent electricity generation. The heat from the gas turbine is used to heat water and create steam for the steam turbine"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188904274727245) 2025-07-18 12:42:47 UTC 97K followers, 1368 engagements


"✍Key Challenges and Risks 🔹Shortage of skilled fab technicians 🔹Infrastructure gaps in water/power/purity 🔹Global tech race and evolving nodes 🔹Capital intensity and long gestation periods"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1938175352192606573) 2025-06-26 09:59:48 UTC 96.9K followers, 4182 engagements


"🗼Power Transmission Sector 🗼Indias power transmission and distribution market is projected to grow from USD XXXX billion in 2024 to USD XXXX billion by 2030. A thread.🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1925899928296988829) 2025-05-23 13:01:39 UTC 96.8K followers, 32.9K engagements


"🔸However most of these drugs are expensive imports from the US with monthly costs often exceeding 20000 (e.g. Wegovy and Ozempic) making them unaffordable for many. This has created a strong push for domestic manufacturing especially with patent expiries and government support likely through PLI schemes. As a result the Indian GLP-1 market is expected to grow rapidly at a XXXX% CAGR through 2030"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772841728958644) 2025-07-17 09:09:30 UTC 97K followers, 1827 engagements


"✍About the company: 🔷Monolithisch India Ltd: 🔸The company manufactures and supplies specialized ramming mass a refractory consumable used in induction furnaces for iron steel and foundry plants. It also occasionally trades to fulfill urgent or excess customer demand"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945069409631879668) 2025-07-15 10:34:19 UTC 96.8K followers, 1082 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🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1904488931263193485) 2025-03-25 11:01:59 UTC 97K followers, 83.2K engagements


"🔸Tatva Chintan achieved sub-10 PPB purity in semiconductor-grade chemicals; batch ready awaiting packaging from Germany & Japan. A big step toward global high-purity markets"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138143817978220) 2025-07-18 09:21:05 UTC 97K followers, 11K engagements


"🔹For FY26 the company plans a higher capex of $100125 million with $XX million allocated for brownfield expansions at Lexington and Riverview to strengthen its integrated ADC manufacturing capabilities"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554443060940870) 2025-07-19 12:55:19 UTC 97K followers, 2087 engagements


"⚡Kalpataru Projects International Ltd.: 🔹EPC: The company is one of the largest specialized EPC companies with a presence across sustainable infrastructure & energy projects including: 🔸Transmission & Distribution: It executes Transmission line projects Tower Manufacturing Solar EPC projects etc and has completed 36000+ km of transmission contracts and delivered 2.6+ Mn tons of transmission towers worldwide"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825270273135066) 2025-07-17 12:37:50 UTC 97K followers, 1734 engagements


"🔶Tata Power Company Ltd: 🔹The company is transforming the consumer energy landscape with its new-age environment-friendly solutions across rooftop solar smart meters battery energy storage systems (BESS) electric vehicles (EVs) and home automation segments"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943304455199297582) 2025-07-10 13:41:01 UTC 97K followers, 6019 engagements


"🔸Supporting the supply chain firms like Biocoin Divis Laboratories are providing key synthetic components while Shaily Engineering and OneSource Specialty Pharma handle pen manufacturing and fill-finish processes"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772836242559063) 2025-07-17 09:09:29 UTC 97K followers, 1965 engagements


"🚨 Big News: Japanese company Resonac is shutting its graphite electrode plants in China and Malaysia. ⚡This move could impact global supply and benefit Indian players like HEG and Graphite India. Heres a detailed comparison of HEG vs Graphite India 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1924766332941144500) 2025-05-20 09:57:08 UTC 96.9K followers, 55.7K engagements


"✍How the Thermal Power Plant works: 🔸In a thermal power plant heat is generated by burning fossil fuels like coal lignite or natural gas which is used to convert water into high-pressure steam. This steam drives a turbine connected to a generator producing electricity. 🔸After passing through the turbine the steam is condensed back into water and reused in a closed loop. The entire process relies on converting heat energy into mechanical and then electrical energy"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188908120997995) 2025-07-18 12:42:48 UTC 97K followers, 1348 engagements


"💊 Glucagon-like Peptide-1 (GLP-1) Patent Expiry in 2026 Opens the Door for Many 💊Which Indian companies are racing to capture this $XXX billion opportunity A Thread.🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772818878103679) 2025-07-17 09:09:25 UTC 97K followers, 32.2K engagements


"🔹Sweetener segment to benefit from a new product under development. Work is also progressing on intermediates for GLP-1 therapies and chronic conditions like cardiovascular and oncology"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554419018912073) 2025-07-19 12:55:13 UTC 97K followers, 2265 engagements


"🔸Reports suggest that multiple generics will be approved by the Drug Controller General of India (DCGI) by late 2025 potentially ushering in price competition that could reduce therapy costs by 50-70% according to JM Financial"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772833805631612) 2025-07-17 09:09:28 UTC 97K followers, 1968 engagements


"🌟JP Morgans recent report covers Indias EMS Sector Decoding JP Morgans Report 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944678192586928154) 2025-07-14 08:39:46 UTC 97K followers, 76.2K engagements


"🔷About the Company: 🔸Yatharth Hospital and Trauma Care Services Ltd is a leading super-specialty hospital chain in North India offering integrated healthcare services from primary to tertiary care through its advanced medical infrastructure and diversified specialties"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138157864693789) 2025-07-18 09:21:08 UTC 97K followers, 8887 engagements


"🔶Enabling Indias XXX GW Renewable Goal: 🔹National Green Energy Corridors connecting RE projects to the national grid. 🔹HVDC lines with XX GW capacity planned. 🔹Large-scale interstate transmission systems are being rolled out"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1912826950504030249) 2025-04-17 11:14:18 UTC 96.8K followers, 2897 engagements


"🔹The company guided for XX% revenue growth in FY26 margin improvement and CDMO scaling to 1000 crore by FY28. Semiconductor and electrolyte additive segments are expected to pick up in H2 FY26"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554403588313220) 2025-07-19 12:55:09 UTC 97K followers, 2474 engagements


"🔸Exports account for XX% of revenue with a presence in over XX countries including the US UK Germany China and Japan. Backed by two manufacturing units in Gujarat (Dahej SEZ & Ankleshwar) and offshore arms in the USA and the Netherlands"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138141112643706) 2025-07-18 09:21:04 UTC 97K followers, 11.4K engagements


"🔸Aurobindo Pharma has developed the entire GLP-1 product range including Liraglutide and Semaglutide and plans to file from its new Vizag plant using a dedicated cartridge line"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772902668018164) 2025-07-17 09:09:45 UTC 97K followers, 2888 engagements


"🔥BESS Sector 🔋Battery Energy Storage System: Sector to grow 300x by 2032 Which company do you own from this sector"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946476968658300998) 2025-07-19 07:47:27 UTC 97K followers, 120.4K engagements


"🔶Aarti Pharmalabs 🔹The company has 500+ global clients like Liconsa LaboratoriesCaribbean Refrescos and domestic customers like Dr. Reddys Laboratories Zydus Healthcare Ltd and Glenmark Pharmaceuticals. Preferred partner for beverages nutraceuticals and pharmaceutical industries globally"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1939995792615387370) 2025-07-01 10:33:34 UTC 96.9K followers, 1049 engagements


"🔶NTPC Ltd: 🔹 The company plans to add XXX GW more thermal capacity by FY27 and aims for XX GW of renewable energy by 2032. It also aims to increase the coal production from XX MMT in FY25 to XX MMT by FY29"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946188949644517853) 2025-07-18 12:42:58 UTC 97K followers, 1090 engagements


"🔶Kabra Extrusion Technik Ltd: 🔹The companys battery division Geon specializes in advanced lithium-ion battery packs and modules for electric vehicles. 🔹Geon has established a presence with various 2W 3W BESS and HV customers as a regular supplier"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943304459339059500) 2025-07-10 13:41:02 UTC 97K followers, 5834 engagements


"🔹Divis is expanding custom synthesis with two long-term contracts set to contribute from late FY26 or early FY27. Its also scaling peptide (GLP-1 GIP GLP-2 analogs)operations and investing in flow chemistry and biocatalysis aiming for steady double-digit growth through innovation and global CDMO partnerships"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554380700078437) 2025-07-19 12:55:04 UTC 97K followers, 2651 engagements


"🔸Oil & Gas: It undertakes EPC contracting for Oil and Gas cross-country pipelines LPG Import and handling terminals process plants gas gathering and compressor stations oil and gas field development etc"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825284499866110) 2025-07-17 12:37:54 UTC 97K followers, 1475 engagements


"💊Anthem Biosciences V/s Syngene International V/s Sai Life Sciences 💊Comparison of three companies in the fast-growing CRDMO space. A detailed comparison 🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943259735354150950) 2025-07-10 10:43:19 UTC 97K followers, 41K engagements


"🌟Export Potential: The Next Growth Frontier 🔹EMS companies in India have delivered XXX% returns over the past three years versus XX% for the Nifty driven by robust domestic demand. Forward P/E multiples have expanded from 45x to 68x and a reverse DCF implies revenue growth expectations of 3040% CAGR over five years and 2030% over ten years"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944678250329919505) 2025-07-14 08:39:59 UTC 96.9K followers, 3008 engagements


"🔶Export: ⚡Transrail Lighting Ltd: 🔹Company exports to XX countries including Bangladesh Indonesia Bhutan Jordan Kenya Canada Egypt Mexico Kuwait Nepal Poland Ghana UAE USA etc"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945825317072896420) 2025-07-17 12:38:01 UTC 97K followers, 1595 engagements


"✍Where Silver is Found in India Mostly obtained as a by-product of zinclead mining Major mining regions (all in Rajasthan): 🔹Rampura Agucha 🔹Sindesar Khurd 🔹Rajpura Dariba 🔹Zawar 🔹Kayad Operated by: Hindustan Zinc Ltd (Vedanta Group)"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943985951371342167) 2025-07-12 10:49:02 UTC 96.9K followers, XXX engagements


"✍Acutaas Chemicals Ltd: Initiated by Kotak Institutional Equities 🔹A leading R&D-focused specialty chemicals manufacturer producing advanced pharmaceutical intermediates APIs for new chemical entities and materials for agrochemicals and fine chemicals"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554394885116069) 2025-07-19 12:55:07 UTC 97K followers, 2628 engagements


"✨India Mandates Air-Conditioned Cabins for All New Medium and Heavy Trucks Starting June X ✨This small-cap Auto-Ancillary company providing AC solutions for cars buses trucks and railways could be a major beneficiary. Detailed Company Analysis🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1933468421506597060) 2025-06-13 10:16:08 UTC 97K followers, 50.4K engagements


"🔶Business segments: ⚡Waaree Energies Ltd.: 🔹The solar PV modules are manufactured using multicrystalline monocrystalline and advanced technologies like Tunnel Oxide Passivated Contact (TOPCon) which minimizes energy loss and boosts efficiency"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461641492963511) 2025-07-16 12:32:54 UTC 96.9K followers, 2294 engagements


"🔸These drugs have recently gained attention for their weight loss benefits showing significant results in both diabetic and non-diabetic patients. Their ability to aid weight management and improve heart health has made them a breakthrough in diabetes and obesity care"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772827594166637) 2025-07-17 09:09:27 UTC 97K followers, 2066 engagements


"🔋From Water Pipelines to Battery Energy Storage System 🔋SPML Infra Ltd: A leading Indian infrastructure company specializing in water treatment power transmission waste management and civil works. A Detailed Company Analysis🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943655853220851833) 2025-07-11 12:57:21 UTC 97K followers, 31.2K engagements


"🔶Electrification & EVs 🔹Target of XX% new-car EV penetration by 2030. 🔹2 million EV charging stations planned requiring heavy-duty cables. 🔹In-vehicle wiring and charging-station cabling to drive material volumes"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944010152719356231) 2025-07-12 12:25:13 UTC 97K followers, 3456 engagements


"⚡Subros Ltd: A small cap Auto Ancillary Company 🗞Related News: ⚡Co bags new order from Indian Railways for Coach Air-conditioners ⚡Ministry of Road Transport mandates AC Installation In Truck Cabins from Jan 2025. Opportunity for Subros Detailed Company Analysis🧵👇"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1734164833124110632) 2023-12-11 10:54:50 UTC 96.9K followers, 99.5K engagements


"✍Silver Reserves in India 🔹Total Reserves: 8000 tonnes (as per USGS 2024) 🔹Annual Production (2023): 690700 tonnes 📌India ranks much lower compared to top global reserve holders like Peru Poland and China"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943985947369984222) 2025-07-12 10:49:02 UTC 96.8K followers, XXX engagements


"🔶Rooftop Solar Projects: 🔹Executed over XXX rooftop projects across India. 🔹Target segments: MSMEs commercial complexes factories and public infrastructure. 🔹Installed rooftop solar projects at major airports including Kolkata Calicut Dibrugarh and Cochin"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461657377128682) 2025-07-16 12:32:58 UTC 96.9K followers, 1840 engagements


"🔸Offers premixed silica ramming mass with high-performance grades like SGB-777 SLM-999 BG-77 and premium SGB-Limited for better lining life and thermal efficiency. 🔸Supplies quartzite-based ramming mass made from high-purity alpha-quartzite with strong thermal resistance for industrial furnaces"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946138178332901767) 2025-07-18 09:21:13 UTC 97K followers, 6925 engagements


"✍Companies that are involved in Battery Energy Storage Solutions: 🔶Oriana Power Ltd: 🔹The company is engaged in two main business verticals: providing EPC and operations of solar power projects and offering solar energy solutions on a BOOT (build own operate transfer) basis. 🔹400 MW of BESS orders secured across Rajasthan Karnataka Telangana Tamil Nadu"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1943304410110546314) 2025-07-10 13:40:50 UTC 96.8K followers, 7562 engagements


"The ECMS incentivizes PCB manufacturing with: 🔸410% on incremental sales 🔸25% on capex investments 📌Kaynes is investing XX billion in a bare PCB plant focusing on high-density interconnect (HDI) and multilayer boards"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944678245691281524) 2025-07-14 08:39:58 UTC 96.9K followers, 3026 engagements


"🔹Its product range includes multicrystalline modules monocrystalline modules TOPCon modules flexible modules bifacial (Mono PERC) modules and building-integrated photovoltaic (BIPV) modules"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461646941622347) 2025-07-16 12:32:56 UTC 96.9K followers, 2141 engagements


"🔶O&M (Operations & Maintenance): 🔹Services include: remote monitoring SCADA integration preventive & corrective maintenance spare parts management robotic cleaning and performance analytics. 🔹Serves clients across railways airports hospitals defence and automotive sectors"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945461660204032041) 2025-07-16 12:32:59 UTC 96.9K followers, 1704 engagements


"🔸Wockhardt is developing GLP-1 analogs like semaglutide to tap into the rising global demand for advanced diabetes treatments strengthening its position in the $X billion diabetes market"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1945772865120592169) 2025-07-17 09:09:36 UTC 97K followers, 1446 engagements


"🔷Key Highlights: 🔹In Q4FY25 Divis capitalized XXX Cr with XXX Cr for Kakinada Unit-III. Total investment in Kakinada stands at 1497 Cr with XXX Cr more planned to complete Phase I. FY26 capex is estimated at 1400 Cr covering new projects and maintenance"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1946554375071277374) 2025-07-19 12:55:02 UTC 97K followers, 2670 engagements


"Some Monopolies turning into Multibaggers in less than X years from this list👇💥"  
![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::100281231.png) [@raghavwadhwa](/creator/x/raghavwadhwa) on [X](/post/tweet/1944388326737264659) 2025-07-13 13:27:56 UTC 96.9K followers, 10.4K engagements