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[@selvaprathee](/creator/twitter/selvaprathee)
"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1925830122877124954) 2025-05-23 08:24:16 UTC 11.5K followers, 697.3K engagements


"Dixon Technologies Q4FY25 & FY25 Result Analysis Investor Presentation Highlights 🌟 Revenue & Margin Beats Estimates Sales growth more than doubled YoY Receivables Spike Q4FY25 (YoY) Revenue: 10304 Cr ( +120%) EBITDA: XXX Cr ( +128%) EBITDA Margin: XXX% vs XXX% PAT: XXX Cr (Reported) XXX Cr (Adjusted) FY25 (vs FY24) Revenue: 38880 Cr ( +119%) EBITDA: 1528 Cr ( +112%) EBITDA Margin: XXX% vs XXX% PAT: 1233 Cr (Reported) XXX Cr (Adjusted) ROE: XXXX% ROCE: XXXX% (vs 38%) Operating Cash Flow: 1150 Cr (vs XXX Cr) Free Cash Flow: XXX Cr (vs -XXX Cr) - (Reported): Includes XXX Cr (Q4) / XXX Cr"  
![@selvaprathee Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1924916822455026131) 2025-05-20 19:55:08 UTC 11.5K followers, 4266 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944069368947913141) 2025-07-12 16:20:31 UTC 11.5K followers, 2041 engagements


"Expecting better numbers from CCL Products ( Continental Coffee ) bcoz - Continued focus on high-margin private labels B2C expansion and Vietnam ramp-up No buy/sell reco"  
![@selvaprathee Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1946763142132109751) 2025-07-20 02:44:36 UTC 11.5K followers, XXX engagements


"4 Quant Small Cap Fund 🔹Capri Global Capital Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Siemens Energy India Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹RBL Bank Ltd. ➡ +34.9% 🔹JIO Financial Services Ltd. ➡ +14.0% 🔹Reliance Industries Ltd. ➡ +5.6% X Nippon India Small Cap Fund 🔹Multi Commodity Exchange (MCX) ➡ +35.5% 🔹Kirloskar Brothers Ltd. ➡ +30.1% 🔹Sai Life Sciences Ltd. ➡ +116% 🔹Elantas Beck India Ltd. ➡ +38.5% 🔹Infosys Ltd. ➡ Fresh Entry: XXXXXX Cr X Tata Small Cap Fund 🔹Carborundum Universal Ltd. ➡ +142% 🔹Usha Martin Ltd. ➡ +40.1% 🔹IDFC First Bank Ltd. ➡ +26.6% 🔹CarTrade Tech Ltd. ➡ Fresh Entry:"  
![@selvaprathee Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944066932963258532) 2025-07-12 16:10:50 UTC 11.5K followers, 2428 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1942125121336119803) 2025-07-07 07:34:46 UTC 11.5K followers, 124.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1946635236844192152) 2025-07-19 18:16:21 UTC 11.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944071906845766031) 2025-07-12 16:30:36 UTC 11.5K followers, 1949 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1945482963141239128) 2025-07-16 13:57:38 UTC 11.5K followers, 26.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1941605613429195023) 2025-07-05 21:10:26 UTC 11.5K followers, 51.4K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1947019965242191929) 2025-07-20 19:45:08 UTC 11.5K followers, 4282 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944470508977991891) 2025-07-13 18:54:30 UTC 11.5K followers, 18.3K engagements


"Northern Arc Capital A Quiet Compounder Ready for Re-rating - From being a debt aggregator to now a D2C lender fund manager and tech platform. - With core segments in lending placements and fund management Northern Arc is emerging as Indias next-gen retail credit infra engine. - Heres why it deserves investor attention X D2C Lending Engine Built Scaled Proven D2C AUM: XXX Cr (FY21) ➡ 7064 Cr (FY25) XX% CAGR Now XX% of AUM (vs XX% in FY21) MSME: 2574 Cr Secured 1720% yield Consumer: 3390 Cr ROA X% 1516% yield Rural: 1100 Cr AUM dialed down prudently by XX% YoY 🗣 This shift underscores our"  
![@selvaprathee Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1942101145281081746) 2025-07-07 05:59:30 UTC 11.5K followers, 30.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1945168816264372685) 2025-07-15 17:09:19 UTC 11.5K followers, 19.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1944066299786887609) 2025-07-12 16:08:19 UTC 11.5K followers, 36.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1945538909221654845) 2025-07-16 17:39:56 UTC 11.5K followers, 21.7K engagements


"Blue Jet Healthcare The Next-Gen CDMO Ascent - Forget FY25 numbers. Lets talk strategic roadmap growth flywheels and how Blue Jet is positioning to become a core play in India's pharma CDMO ascent. - Heres the investors lens on what really matters X The Business Is Changing From Bulk to Bespoke - Blue Jet isnt just a manufacturer of intermediates. Its building a precision-engineered CDMO platform for chronic therapies and radiology molecules. From volume sweeteners & legacy CMIs ➡ To patent-protected intermediates NCEs GLP-1s From India exporter ➡ To global innovator partner From"  
![@selvaprathee Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2165141011.png) [@selvaprathee](/creator/x/selvaprathee) on [X](/post/tweet/1943043331317207208) 2025-07-09 20:23:24 UTC 11.5K followers, 46.4K engagements