[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.] [@vileh111](/creator/twitter/vileh111) "🧵Is the Inverter Duty Transformer (IDT) market entering a new phase (1/4) India has now crossed XXX GW of installed solar capacity a major step toward its XXX GW renewable energy target ☀ In 2024 alone XXXX GW of solar capacity was added. Since each GW requires 10001100 MVA of IDTs this translates to 2600027000 MVA of demand. Beneficiaries Companies like Shilchar Technologies whose PAT jumped from XX Cr in FY22 to XXX Cr in FY25. They reached full utilisation of their 7500 MVA capacity in Q4 FY25 and have land ready to expand up to 30000 MVA Yet the management remains cautious. #IDT"  [@vileh111](/creator/x/vileh111) on [X](/post/tweet/1949677630287925586) 2025-07-28 03:45:44 UTC XXX followers, XXX engagements "(4/4) For now Shilchar enjoys: ✅Strong export brand (UL certified) ✅Best-in-class margins ✅Tailwinds from Indias clean energy rollout ✅Fully utilized base capacity But over the long term the key to margin and realization stability will lie in how supply is managed across the ecosystem and how global clean energy demand shapes up 🌍 📅 The company has guided it will announce its capex plans within XX months (per Q4FY25 concall) a critical event to track for investors & analysts in the IDT space 🔍 #IDT #Shilchar #Danish #Transformers #solar"  [@vileh111](/creator/x/vileh111) on [X](/post/tweet/1949677646738248172) 2025-07-28 03:45:48 UTC XXX followers, XXX engagements "🚄 Jupiter Wagons' 3500 Cr Railwheel Pivot: Revenue Diversification across verticals⚙🌍 While the market eyes wagons Jupiter is quietly laying the foundation for a game-changing diversification a 3500 Cr rail wheel & axle project under its JV with Slovakias Tatravagonka A.S. aiming to become a critical supplier to both India and Europe. 🤝 📍 Location: Khordha Odisha strategically placed for industrial access and port connectivity 🏭 Scale: 1L wheelsets/year enough to meet a significant chunk of Indias demand + export surplus 📦 Exports: XX% output already tied up with Tatravagonka & other EU"  [@vileh111](/creator/x/vileh111) on [X](/post/tweet/1947161521928486930) 2025-07-21 05:07:37 UTC XXX followers, XXX engagements "Indias CDMO Players: A Huge Opening 🧪🌐 The US Biosecure Act aims to cut dependence on China directly naming giants like WuXi AppTec (💰$5B rev). In contrast Indias largest player Divis Labs clocks $1B in revenue with only XX% from CDMO. Even a small shift in global contracts could unlock massive market potential for Indian playersif execution is right. Our video at Sadhan breaks down the global policy shift and outlook on the industry while the webinar does a deep dive on the industry and an innovator CDMO company. 📺 @amitabhvatsya #CDMO #Pharma #BioSecure"  [@vileh111](/creator/x/vileh111) on [X](/post/tweet/1944724351720247319) 2025-07-14 11:43:11 UTC XXX followers, 5674 engagements "(3/4) ⚠ Domestic IDT realizations are notably lower than export markets and there's a limited pricing moat in this segment As capacity rises margin pressure could buildespecially if domestic demand normalises or export tailwinds remain muted But its not all cautious: 🔁 Solar project backlog can keep demand sticky in the short term 🌬IDTs are used beyond solar in wind cement industrial VFDs and railways 🧰Shilchar & Danish also produce distribution transformers offering product diversification 📦Orders can be booked before new capacity goes live reducing revenue risk during scale-up #IDT"  [@vileh111](/creator/x/vileh111) on [X](/post/tweet/1949677640102846596) 2025-07-28 03:45:47 UTC XXX followers, XXX engagements "📊 Indias AMC Boom is Just Getting Started In a recent interview Ramdeo Agrawal highlighted the explosive rise in wealth managed by Indian AMCs a trend that reflects the deepening equity culture 📈 💥 Motilal Oswal AMC doubled its AUM YoY from 75000 Cr to 1.5L Cr in just X year and they now expect it to jump another XX% in the next year reaching 2.25L Cr 🚀 So whats driving this meteoric rise in AUM 🔹 Double Levers of Growth: AUM grows with market performance 📈 Simultaneously boosted by new investor inflows 💸 🔹 Rising retail & HNI interest in equities 🔥 Equity seen as a wealth-creating"  [@vileh111](/creator/x/vileh111) on [X](/post/tweet/1949036910862573985) 2025-07-26 09:19:45 UTC XXX followers, 1231 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.]
@vileh111
"🧵Is the Inverter Duty Transformer (IDT) market entering a new phase (1/4) India has now crossed XXX GW of installed solar capacity a major step toward its XXX GW renewable energy target ☀ In 2024 alone XXXX GW of solar capacity was added. Since each GW requires 10001100 MVA of IDTs this translates to 2600027000 MVA of demand. Beneficiaries Companies like Shilchar Technologies whose PAT jumped from XX Cr in FY22 to XXX Cr in FY25. They reached full utilisation of their 7500 MVA capacity in Q4 FY25 and have land ready to expand up to 30000 MVA Yet the management remains cautious. #IDT"
@vileh111 on X 2025-07-28 03:45:44 UTC XXX followers, XXX engagements
"(4/4) For now Shilchar enjoys: ✅Strong export brand (UL certified) ✅Best-in-class margins ✅Tailwinds from Indias clean energy rollout ✅Fully utilized base capacity But over the long term the key to margin and realization stability will lie in how supply is managed across the ecosystem and how global clean energy demand shapes up 🌍 📅 The company has guided it will announce its capex plans within XX months (per Q4FY25 concall) a critical event to track for investors & analysts in the IDT space 🔍 #IDT #Shilchar #Danish #Transformers #solar" @vileh111 on X 2025-07-28 03:45:48 UTC XXX followers, XXX engagements
"🚄 Jupiter Wagons' 3500 Cr Railwheel Pivot: Revenue Diversification across verticals⚙🌍 While the market eyes wagons Jupiter is quietly laying the foundation for a game-changing diversification a 3500 Cr rail wheel & axle project under its JV with Slovakias Tatravagonka A.S. aiming to become a critical supplier to both India and Europe. 🤝 📍 Location: Khordha Odisha strategically placed for industrial access and port connectivity 🏭 Scale: 1L wheelsets/year enough to meet a significant chunk of Indias demand + export surplus 📦 Exports: XX% output already tied up with Tatravagonka & other EU" @vileh111 on X 2025-07-21 05:07:37 UTC XXX followers, XXX engagements
"Indias CDMO Players: A Huge Opening 🧪🌐 The US Biosecure Act aims to cut dependence on China directly naming giants like WuXi AppTec (💰$5B rev). In contrast Indias largest player Divis Labs clocks $1B in revenue with only XX% from CDMO. Even a small shift in global contracts could unlock massive market potential for Indian playersif execution is right. Our video at Sadhan breaks down the global policy shift and outlook on the industry while the webinar does a deep dive on the industry and an innovator CDMO company. 📺 @amitabhvatsya #CDMO #Pharma #BioSecure" @vileh111 on X 2025-07-14 11:43:11 UTC XXX followers, 5674 engagements
"(3/4) ⚠ Domestic IDT realizations are notably lower than export markets and there's a limited pricing moat in this segment As capacity rises margin pressure could buildespecially if domestic demand normalises or export tailwinds remain muted But its not all cautious: 🔁 Solar project backlog can keep demand sticky in the short term 🌬IDTs are used beyond solar in wind cement industrial VFDs and railways 🧰Shilchar & Danish also produce distribution transformers offering product diversification 📦Orders can be booked before new capacity goes live reducing revenue risk during scale-up #IDT" @vileh111 on X 2025-07-28 03:45:47 UTC XXX followers, XXX engagements
"📊 Indias AMC Boom is Just Getting Started In a recent interview Ramdeo Agrawal highlighted the explosive rise in wealth managed by Indian AMCs a trend that reflects the deepening equity culture 📈 💥 Motilal Oswal AMC doubled its AUM YoY from 75000 Cr to 1.5L Cr in just X year and they now expect it to jump another XX% in the next year reaching 2.25L Cr 🚀 So whats driving this meteoric rise in AUM 🔹 Double Levers of Growth: AUM grows with market performance 📈 Simultaneously boosted by new investor inflows 💸 🔹 Rising retail & HNI interest in equities 🔥 Equity seen as a wealth-creating" @vileh111 on X 2025-07-26 09:19:45 UTC XXX followers, 1231 engagements