[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @raghavwadhwa Raghav Wadhwa No specific information about Raghav Wadhwa was found. However, various Indian companies across industries such as technology, metals, and consumer goods have seen changes in their stock holdings and investments. Notable companies mentioned include Voltas, Tata Steel, and LG Electronics, with updates on their financial performance, growth strategies, and market trends. ### Engagements: XXXXXX [#](/creator/twitter::100281231/interactions)  - X Week XXXXXXX +4.80% - X Month XXXXXXXXX +9.60% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::100281231/posts_active)  - X Week XXX -XXXX% - X Month XXX +15% - X Months XXXXX -XXXX% - X Year XXXXX +16% ### Followers: XXXXXX [#](/creator/twitter::100281231/followers)  - X Week XXXXXX +0.14% - X Month XXXXXX +0.35% - X Months XXXXXX +3.50% - X Year XXXXXX +15% ### CreatorRank: XXXXXXX [#](/creator/twitter::100281231/influencer_rank)  ### Social Influence [#](/creator/twitter::100281231/influence) --- **Social category influence** [countries](/list/countries) [finance](/list/finance) [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [fashion brands](/list/fashion-brands) **Social topic influence** [india](/topic/india), [electronics](/topic/electronics) #972, [infrastructure](/topic/infrastructure) #2350, [upside](/topic/upside) #108, [market cap](/topic/market-cap), [stocks](/topic/stocks) #2025, [suzuki](/topic/suzuki) #685, [$7269t](/topic/$7269t) #685, [amber](/topic/amber) #1308, [finance](/topic/finance) #2610 **Top assets mentioned** [Colgate-Palmolive Company (CL)](/topic/colgatepalmolive) [Carrier Global Corp (CARR)](/topic/carrier-global) [Unilever plc (UL)](/topic/$ul) [Honeywell International Inc (HON)](/topic/honeywell) ### Top Social Posts [#](/creator/twitter::100281231/posts) --- Top posts by engagements in the last XX hours "✍Colgate-Palmolive (India) Ltd: 🔹M Cap: 62236 Cr 🔹Debt : XXXXX Cr 🔹Debt Preceding Year: XXXXX Cr 🔹Debt X Years Back: XXXXX Cr 🔹Debt X Years Back: XXXXXX Cr" [X Link](https://x.com/raghavwadhwa/status/1979161672825647204) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-17T12:24Z 98.2K followers, 1113 engagements "🗼Sector: Power Transmission 🗼The government will launch the National Electricity Plan in XX days with peak hour power demand projected to exceed XXX GW by 2030. 🗼22 Companies from the Power Sector that are set to benefit from this development A thread.🧵👇" [X Link](https://x.com/raghavwadhwa/status/1838491581818560952) [@raghavwadhwa](/creator/x/raghavwadhwa) 2024-09-24T08:12Z 98.2K followers, 95.8K engagements "🔶TARIL: 🔹Powergrid NTPC TATA Power Torrent Power Siemens Energy Bluestar Hindustan Zinc JSW Getco etc" [X Link](https://x.com/raghavwadhwa/status/1940719381522403484) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-07-03T10:28Z 98.2K followers, 2631 engagements "🔶Maharashtra Scooters Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Sun Pharmaceutical Industries Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471107036995775) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3675 engagements "🔷JBIC / JETRO Semiconductor Engagement 🔹JBIC JETRO JCCII and the Indian Semiconductor Mission held multiple discussions with 130+ Japanese firms across equipment parts and logistics exploring partnerships and procurement ties with Indian players like Kaynes Semicon and CG Semi" [X Link](https://x.com/raghavwadhwa/status/1961370908490436632) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-29T10:10Z 98.2K followers, 2686 engagements "📌Medications like Metformin already used by XXX million people show promise not only to extend life but also to reduce the economic and healthcare burdens from chronic diseases. 📌A 2-year increase in life expectancy can add $7-21 trillion in U.S. economic gains through higher consumption and longer working lives" [X Link](https://x.com/raghavwadhwa/status/1967561444674658759) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-15T12:09Z 98.2K followers, 1240 engagements "Why Metals are Shining View on Tega and Alpex Solar Daily Market Bytes with Raghav" [X Link](https://x.com/raghavwadhwa/status/1976299630263742595) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T14:52Z 98.2K followers, 8972 engagements "✨Minda Corp: XX% upside ✨Kotak Mahindra Bank: XX% upside ✨Federal Bank: XX% upside ✨JSW Energy: XX% upside ✨Coforge: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681082419179923) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6409 engagements "✨National Aluminium: XX% Upside ✨Gravita India: XX% Upside ✨Macrotech Developers: XX% Upside ✨Olectra Greentech: XX% Upside ✨Ashoka Buildcon: XX% Upside" [X Link](https://x.com/raghavwadhwa/status/1977681089687855475) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6488 engagements "12Cost Competitiveness and Capex Advantage 🔹This cost arbitrage has made India the preferred expansion destination for hyperscalers seeking low-cost scalable capacity. 🔹Indias DC setup cost averages $7/W second only to China ($6/W) and significantly below the USA ($10/W) and Japan ($13/W). 🔹Electricity costs stand at $0.090.10 per kWh roughly XX% lower than in developed markets aided by renewable energy sourcing and open-access power availability" [X Link](https://x.com/raghavwadhwa/status/1977709987523658177) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 1593 engagements "13Valuation Benchmarks and Global Comparables Globally listed DC companies trade at EV/EBITDA multiples of 2022 on a one-year forward basis. 🔹Equinix: XX (1-yr forward) 🔹Digital Realty: XX 🔹Keppel DC REIT: XX 🔹GDS Holdings (China): XX 🔹NextDC (Australia): XX reflecting regional monopoly and hyperscaler exposure" [X Link](https://x.com/raghavwadhwa/status/1977709991873143257) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 1593 engagements "☀ This Solar EPC Company is Part of Indias Top Tier-1 Module Manufacturer 🔥Blockbuster Q2FY26 Result Sales 🔼 XX% YoY PAT 🔼 XXX% YoY ☀Strategic Entry into the Data Center Segment to tap a large X GW market opportunity over the next XX years. To know more about the company click 🧵👇" [X Link](https://x.com/raghavwadhwa/status/1978052181514133886) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 28.9K engagements "🚀New IPO Alert 🏗 Midwest Ltd: Engaged in exploration mining processing marketing distribution and export of natural stones. 🏗 Expanding into: ✅ Heavy Mineral Sands ✅ Rare Earth Elements ✅ Solar Glass ✅ Semiconductors (Quartz powder) Should you apply or not 🤔" [X Link](https://x.com/raghavwadhwa/status/1978399434317967837) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T09:55Z 98.2K followers, 21K engagements "7Renewable Energy Integration: 🔹Renewable energy integration uses solar wind or geothermal power in data centers to reduce emissions cut fossil fuel use and promote sustainability" [X Link](https://x.com/raghavwadhwa/status/1978434710377267512) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1224 engagements "🔶Sector: Apparel & Footwear: 🔹Page Industries Ltd 🔹Titan Company Ltd 🔹Arvind Fashions Ltd 🔹Relaxo Footwear Ltd 🔹Bata India Ltd 🔹Khadim India 🔹Trent Ltd" [X Link](https://x.com/raghavwadhwa/status/1978746118667120844) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements "🔶Sector: Diamond Gems and Jewellery: 🔹Kalyan Jewellers India Ltd 🔹Thangamayil Jewellery Ltd 🔹Senco Gold & Diamonds Ltd 🔹PNGS Gargi Fashion Jewellery Ltd 🔹Goldiam International Ltd 🔹Vaibhav Global Ltd 🔹Titan Company Ltd 🔹Sky Gold Ltd" [X Link](https://x.com/raghavwadhwa/status/1978746121280241791) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1048 engagements "🔶Sector: Automobiles: 🔹Maruti Suzuki India Ltd 🔹Mahindra & Mahindra Ltd 🔹Tata Motors Ltd 🔹Bajaj Auto Ltd 🔹Hyundai Motor India Ltd 🔹Eicher Motors Ltd" [X Link](https://x.com/raghavwadhwa/status/1978746123817746482) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements "💰Debt Reduction 💰18 Companies that have consistently reduced their debt over the last X years. A thread🧵👇" [X Link](https://x.com/raghavwadhwa/status/1979161670212518349) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-17T12:24Z 98.2K followers, 10.1K engagements "🔶Multi-Commodity Exchange Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Bajaj Finance Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471104784642456) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3809 engagements "🔶Bharti Airtel Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3976 Cr 🔶HCL Technologies Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 2591 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471123138925033) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2915 engagements "🔶Zydus Lifesciences Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1487 Cr 🔶Dr. Reddys Laboratories Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1481 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471125378691182) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2810 engagements "🔶Jio Financial Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471134631563622) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2585 engagements "⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only" [X Link](https://x.com/raghavwadhwa/status/1979471136938180818) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4297 engagements "✍City Pulse Multiventures Ltd: 🔹 Quarterly Sales Growth (YoY): XXXXXX% 🔹 Quarterly Profit Growth (YoY): XXX% 🔹 FY25 Sales Growth (YoY): XXXXXX% 🔹 FY25 Profit Growth (YoY): 236.73%" [X Link](https://x.com/raghavwadhwa/status/1979478500714189288) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T09:23Z 98.2K followers, 1499 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🧵👇" [X Link](https://x.com/raghavwadhwa/status/1734164833124110632) [@raghavwadhwa](/creator/x/raghavwadhwa) 2023-12-11T10:54Z 98.2K followers, 99.6K 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🧵👇" [X Link](https://x.com/raghavwadhwa/status/1742516725453594835) [@raghavwadhwa](/creator/x/raghavwadhwa) 2024-01-03T12:02Z 98.2K followers, 38.1K engagements "🌟Andhra Pradesh is quietly becoming Indias next big EMS hub attracting 9700 Cr from top brands like Carrier Global LG Electronics & more. Which Listed Companies are Setting Up in Andhra Pradesh and Why🧵👇" [X Link](https://x.com/raghavwadhwa/status/1904488931263193485) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-03-25T11:01Z 98.2K followers, 83.3K engagements "✨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🧵👇" [X Link](https://x.com/raghavwadhwa/status/1933468421506597060) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-06-13T10:16Z 98.2K followers, 50.5K engagements "✍Segment Revenue Contribution:" [X Link](https://x.com/raghavwadhwa/status/1943259767150927928) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-07-10T10:43Z 98.2K followers, 2164 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" [X Link](https://x.com/raghavwadhwa/status/1943259770007490637) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-07-10T10:43Z 98.2K followers, 2100 engagements "✍Cholamandalam Financial Holdings Ltd: 🔹The company is an RBI-registered Core Investment Company offering financial products and risk management services via its group companies. 🔸P/E: XXXX 🔸Sales Growth X Years: XX% 🔸Profit Growth X Years: 32%" [X Link](https://x.com/raghavwadhwa/status/1954886644454371419) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-11T12:44Z 98.2K followers, 2474 engagements "🔶MTAR Technologies Ltd: 🔹The Company develops and manufactures components and equipment for the defense aerospace nuclear and clean energy sectors. 🔹P/E: XXXX 🔹ROCE: XXXX % 🔹EV/EBITDA: XXXX 🔹Sales growth 3Years: XXXX %" [X Link](https://x.com/raghavwadhwa/status/1956341732599042095) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-15T13:06Z 98.2K followers, 3517 engagements "✍LCD TV Panel Shipments by Vendor (20232024): 🔹Displays bar heights for vendors like BOE CSOT Innolux and Sharp illustrating China's vendor dominance through companies like BOE and CSOT leading unit shipments" [X Link](https://x.com/raghavwadhwa/status/1961370884410937564) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-29T10:10Z 98.2K followers, 3261 engagements "🔹CG Power is collaborating with Japans Renesas Electronics and Stars Microelectronics to build an assembly testing and packaging (ATMP/OSAT) facility for chips used in automotive consumer and telecom markets" [X Link](https://x.com/raghavwadhwa/status/1961370892585615867) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-29T10:10Z 98.2K followers, 3051 engagements "🔶KPI Green Energy Ltd 🔹KPI Green (via Sundrop Energia) is entering the BESS segment with standalone build-own-operate projects. 🔹The company has partnered with Delta Electronics to co-develop scalable storage solutions combining KPIs project development with Deltas inverter and energy management technologies" [X Link](https://x.com/raghavwadhwa/status/1965714022046585315) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-10T09:48Z 98.2K followers, 1692 engagements "🔶 ICICI Bank Ltd 🔹 Addition: 39605543 ➝ 40720543 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5709.02 Cr 🔶 ITC Ltd 🔹 Addition: 122172359 ➝ 129421024 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5383.91 Cr 🔶 Kotak Mahindra Bank Ltd 🔹 Addition: 21994066 ➝ 23407381 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4615.94 Cr" [X Link](https://x.com/raghavwadhwa/status/1966098464640733335) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3713 engagements "🔶 IPCA Laboratories Ltd 🔹 Reduction: 566216 ➝ 218075 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 DLF Ltd 🔹 Reduction: 540375 ➝ 486750 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶Vedanta Ltd 🔹 Reduction: 299900 ➝ 272550 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr" [X Link](https://x.com/raghavwadhwa/status/1966098476175077490) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3180 engagements "🔶 Titan Company Ltd 🔹 Reduction: 20475 ➝ 19075 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXX Cr 🔶 Tata Chemicals Ltd 🔹 Reduction: 76700 ➝ 70200 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXX Cr 🔶 IndusInd Bank Ltd 🔹 Reduction: 198800 ➝ 146300 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr" [X Link](https://x.com/raghavwadhwa/status/1966098478859468940) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3237 engagements "🔶 Punjab National Bank 🔹Reduction: 2712000 ➝ 1120000 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 Varun Beverages Ltd 🔹 Reduction: 268550 ➝ 244975 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 Bandhan Bank Ltd 🔹 Reduction: 1040400 ➝ 892800 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr" [X Link](https://x.com/raghavwadhwa/status/1966098481598312862) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3334 engagements "🎊 Festival Special Consumption Theme 🎊 X Sectors and Their Companies That May Benefit from Festive Spending A Thread. 🧵👇" [X Link](https://x.com/raghavwadhwa/status/1971887624395870420) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-27T10:40Z 98.1K followers, 10.3K engagements "3Sector: Consumer Durables & Electronics 🔶 Voltas Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: XX% 🔶 Havells India Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: 7%" [X Link](https://x.com/raghavwadhwa/status/1971887649284862293) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-27T10:40Z 98.2K followers, XXX engagements "🔶 Dixon Technologies Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: XX% 🔶 Amber Enterprises India Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: 30%" [X Link](https://x.com/raghavwadhwa/status/1971887651923153048) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-27T10:40Z 98.2K followers, XXX engagements "✍Challenges & Risks: 🔹Dependent on mining and infrastructure capex cycles. 🔹Faces strong competition from global players. 🔹High capital requirement for new product development. 🔹Exposed to currency fluctuations on imported inputs. 🔹Risk of delays due to supply chain or execution issues. 🔹Sensitive to changes in mining and environmental policies" [X Link](https://x.com/raghavwadhwa/status/1975854764102389912) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T09:24Z 98.2K followers, 1644 engagements "✍Future Outlook 🔹Revenue Growth: The group has guided FY26 revenue target of 2650 crore (i.e. XX % growth) with continued margin of 24%. 🔹Focus on expanding the CM Package (Continuous Miner Roof Bolter Shuttle Car) range for underground automation" [X Link](https://x.com/raghavwadhwa/status/1975854766787113405) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T09:24Z 98.2K followers, 1513 engagements "✨Jubilant FoodWorks Ltd JFL part of the Jubilant Bhartia Group is among Indias largest food service companies operating master franchises for Dominos Pizza Dunkin Donuts and Popeyes while expanding its portfolio with the homegrown brand Hongs Kitchen reflecting strong diversification and brand execution capabilities. 🔹Market Cap: 41131 Cr 🔹P/E: XXX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XXXX% 🔹Upside%: 15.5%" [X Link](https://x.com/raghavwadhwa/status/1975877733553947105) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T10:55Z 98.2K followers, 3233 engagements "✨National Aluminum Company Ltd One of Indias largest integrated Bauxite-Alumina-Aluminium-Power complexes and among Asias leading primary aluminium producers reflecting strong vertical integration and strategic sectoral importance. 🔹Market Cap: 39882 Cr 🔹P/E: XXXX 🔹ROCE: XX% 🔹 3-year Sales Growth: X% 🔹Upside%: 19.7%" [X Link](https://x.com/raghavwadhwa/status/1975877736267694243) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T10:55Z 98.2K followers, 3220 engagements "✨Oswal Pumps Ltd Oswal Pumps Ltd (OPL) is a leading and fast-growing vertically integrated manufacturer of solar and electric pumping solutions in India. 🔹Market Cap: 8832 Cr 🔹P/E: XX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 25.2%" [X Link](https://x.com/raghavwadhwa/status/1975877742211252473) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T10:55Z 98.2K followers, 2981 engagements "✨Subros Ltd Subros Ltd a JV between the Suri family Denso and Suzuki Motor Corp is Indias largest maker of automotive AC and thermal systems holding XX% share in passenger cars and XX% in truck ACs supported by Densos strong technical expertise. 🔹Market Cap: 7296 Cr 🔹P/E: XX 🔹ROCE: XX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 21.2%" [X Link](https://x.com/raghavwadhwa/status/1975877744849260992) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T10:55Z 98.2K followers, 2940 engagements "✨Pondy Oxides & Chemicals Ltd Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals. 🔹Market Cap: 3731 Cr 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 23.4%" [X Link](https://x.com/raghavwadhwa/status/1975877755100369309) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T10:55Z 98.2K followers, 2467 engagements "✨HDFC Bank Ltd Indias largest private sector bank and the worlds 10th largest by market capitalization. With strong capital efficiency and market leadership across asset segments it remains a key pillar of Indias financial system. 🔹Market Cap: 1495579 Cr 🔹CASA Ratio: XX% 🔹NIM: XXXX% 🔹Gross NPA: XXXX% 🔹Net NPA: XXX% 🔹ROE: XXXX% 🔹Upside%: 14%" [X Link](https://x.com/raghavwadhwa/status/1975877757981626808) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-08T10:55Z 98.2K followers, 2397 engagements "🧑🔧Indias Electronics Manufacturing Services (EMS): The Sunrise Sector Powering the Next Decade 🧑🔧Govt has received XXXX Lakh Cr investment proposals under the Electronics Component Manufacturing Scheme nearly double its target A Mega Thread 🧵👇" [X Link](https://x.com/raghavwadhwa/status/1976198197862428880) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 18.5K engagements "🔟Global Parallels: Sustaining the High-Growth Phase 🔸A critical question for investors is whether Indian EMS firms can sustain high growth beyond the next XXX years. ➡Historical global examples suggest the answer is yes" [X Link](https://x.com/raghavwadhwa/status/1976198275217981498) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1155 engagements "🔸Hon Hai (Foxconn) in Taiwan achieved a XX% CAGR scaling from $XXX million to $XX billion between CY95CY05. 🔸Luxshare in China delivered XX% CAGR scaling from $XXX million to $XX billion between CY10CY22" [X Link](https://x.com/raghavwadhwa/status/1976198278179176529) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1196 engagements "📌In India Dixon ($5 billion) Amber ($1 billion) Syrma ($450 million) and Kaynes ($320 million) are still early in their growth curves. With Indias policy tailwinds and domestic demand a 3040% CAGR over the next five years is plausible" [X Link](https://x.com/raghavwadhwa/status/1976198280834056411) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1395 engagements "11Scaling Verticals: The Key to Long-Term Growth To sustain momentum EMS companies must continuously scale smaller verticals and enter new categories just as Hon Hai did with PCs consoles smartphones and now EVs and AI servers. 🔸Dixon: Diversifying from mobiles ( of revenue) into appliances and lighting 🔸Amber: Expanding from consumer durables (73%) into railways and medical devices" [X Link](https://x.com/raghavwadhwa/status/1976198283648193003) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:09Z 98.2K followers, 1359 engagements "🔸Kaynes: Broadening industrial and automotive (81%) with defence IoT and aerospace 🔸Syrma: Scaling healthcare IT hardware and exploring defence and railways 🔸Avalon: Growing clean energy medical defence telecom verticals 🔸Cyient DLM: Diversifying beyond aerospace (73%) into auto med-tech and industrials" [X Link](https://x.com/raghavwadhwa/status/1976198495972307018) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:10Z 98.2K followers, 1808 engagements "13Valuation and Market Performance 🔸Indian EMS stocks have been market outperformers rising XXX% in three years compared to XX% for Nifty. The sectors 1-year forward P/E multiple expanded from 45x to 68x reflecting strong earnings visibility. 📌Indian EMS players are currently sub-$1 billion in revenues and have a long runway before maturity" [X Link](https://x.com/raghavwadhwa/status/1976198740244414699) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:11Z 98.2K followers, 1366 engagements "⚡ India Metals: A Sector in its own Bull Run ⚡ Why J.P. Morgan is bullish on Indias metals sector Decoding J.P. Morgans Report .🧵👇" [X Link](https://x.com/raghavwadhwa/status/1976225129563660447) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 23.3K engagements "1 Indian metal stocks have outperformed the broader market gaining XX% versus X% for the Nifty in six months. Supportive policies GST cuts and global tariff shifts are fuelling optimism for a spread expansion cycle" [X Link](https://x.com/raghavwadhwa/status/1976225133380632767) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1884 engagements "2 Investor sentiment in Indian metals remains strong as extended safeguard duties Chinas supply discipline and potential EU tariff hikes support pricing. Tata Steel and JSW Steel are positioned to benefit the most" [X Link](https://x.com/raghavwadhwa/status/1976225136530624905) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1812 engagements "6 Indias steel capacity is set to rise from XXX MT (FY25) to XXX MT (FY31). Market leadership consolidates with JSW (20%) and Tata (14%) expanding share while smaller players share declines to 34%. Industry growth driven by scale integration & capex momentum" [X Link](https://x.com/raghavwadhwa/status/1976225161222533195) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1441 engagements "Global aluminium inventories (LME + SHFE) continue to tighten 2025 levels are near decade lows (1.21.4 MT) vs X MT in 202021. Supply discipline and energy constraints underpin prices as demand rebounds in autos packaging & renewables" [X Link](https://x.com/raghavwadhwa/status/1976225178909827547) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1171 engagements "In Europe Tata Steels cost transformation aims for UK EBITDA breakeven by 4QFY26. Expected EU import quota cuts and tariff hikes alongside CBAM activation in 1QCY26 could further lift regional steel prices and support profitability" [X Link](https://x.com/raghavwadhwa/status/1976225186325356909) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1003 engagements "💰New Stock Picks by Indias Superstar Investors 💰Explore the stocks Ace Investors added to their portfolios during Q2FY26 A Thread.🧵👇" [X Link](https://x.com/raghavwadhwa/status/1976617776413606254) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-10T11:56Z 98.2K followers, 30.1K engagements "✍Solarium Green Energy Ltd: 🔹SGEL provides end-to-end turnkey solar solutionsfrom design and procurement to construction commissioning and O&Mfor residential commercial industrial and government projects. It also sells solar products (PV modules inverters and meters) manages logistics and financial structuring and offers certified O&M services including panel cleaning repairs replacements and inspections" [X Link](https://x.com/raghavwadhwa/status/1976959022055002198) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T10:32Z 98.2K followers, 3141 engagements "⚡LG Electronics India vs Voltas ⚡A parallel view of two market leaders powering Indias home appliances & cooling ecosystem Detailed Comparison🧵👇" [X Link](https://x.com/raghavwadhwa/status/1976977222906134541) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T11:44Z 98.2K followers, 34K engagements "✍Key Metrics: 🔶LG Electronics: 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹PEG Ratio: XXXX 🔹3 Years Sales Growth: XX% 🔹3 Years Profit Growth: 23%" [X Link](https://x.com/raghavwadhwa/status/1976977274798047282) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T11:44Z 98.2K followers, 1534 engagements "✨ 20/20/20 Rule ✨19 Companies with High Sales Growth High ROCE and Low EV/EBITDA ✨Screening Criteria: 🔹 EV/EBITDA XX 🔹 3-Year Sales CAGR XX% 🔹 ROCE XX% 🧵 Lets break it down👇" [X Link](https://x.com/raghavwadhwa/status/1977653013734101090) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T08:29Z 98.2K followers, 17.8K engagements "🪔HDFC Securities ✨Bank of India: XX% upside ✨JK Lakshmi: XX% upside ✨Jyothy Labs: XX% upside ✨L&T Finance: XX% upside ✨National Aluminium: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681066166210808) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 7684 engagements "🪔Axis Direct Diwali Mahurat Picks 2025 ✨Rainbow Childrens Medicare: XX% upside ✨DOMS Industries: XX% upside ✨KEC International: XX% upside ✨Chalet Hotels: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681078715556263) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 7051 engagements "🪔JM Financial ✨Reliance Industries: XX% Upside ✨Power Grid: XX% Upside ✨Bajaj Finance: XX% Upside ✨ICICI Lombard: XX% Upside ✨Jindal Steel: XX% Upside" [X Link](https://x.com/raghavwadhwa/status/1977681086357676241) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6332 engagements "🪔Philip Capital Samvat 2081 ✨ ABB India: XX% upside ✨ Angel One: XX% upside ✨ BEL (Bharat Electronics): XX% upside ✨ CAMS: XX% upside ✨ DLF: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681093727027455) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6185 engagements "✨ Hindalco: XX% upside ✨ HDFC Life: XX% upside ✨ Hemisphere Properties: XX% upside ✨ Mankind Pharma: XX% upside ✨ Mphasis: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681097237659722) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 5651 engagements "✨Nippon Life AMC: XX% Upside ✨Sharda Motor: XX% Upside ✨Tata Power: XX% Upside ✨Yatharth: XX% Upside ✨Zen Technologies: XX% Upside" [X Link](https://x.com/raghavwadhwa/status/1977681104552542436) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 5407 engagements "✨Fiem Industries Ltd: XXXX% upside ✨Swaraj Engines Ltd: XXXX% upside ✨Pondy Oxides & Chemicals Ltd: XXXX% upside ✨HDFC Bank Ltd: XX% upside ✨Apollo Hospitals Enterprise Ltd: XXXX% upside ✨Indian Bank: XXXX% upside ✨National Securities Depository Ltd: XXXX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681111754170453) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4709 engagements "✨Lemon Tree Hotels: XX% upside ✨National Aluminium: XX% upside ✨Zomato: XX% upside ✨Jash Engineering: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681136471228434) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 3818 engagements "🪔Geojit Samvat 2082 vision ✨State Bank of India ✨Infosys ✨Hindustan Unilever ✨Maruti Suzuki ✨Axis Bank ✨Ultra Tech Cement ✨Tata Consumer Products ✨Hero Motocorp ✨Suzlon Energy ✨Brigade Enterprises ✨Can Fin Holmes ✨H.G. Infra Engineering" [X Link](https://x.com/raghavwadhwa/status/1977681140711616691) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4067 engagements "🔟Market Structure and Competitive Landscape 🔶Capacity and Regional Concentration As of FY24 Indias installed IT DC capacity stands at 1030 MW distributed as: 🔹Mumbai XX% 🔹Chennai XX% 🔹Delhi NCR XX% 🔹Pune XX% 🔹Bengaluru X% 🔹Others (Hyderabad Kolkata) X% 📌Mumbai and Chennai dominate due to submarine cable landings robust fiber backhaul and power reliability. However their share is projected to decline from XX% in 2024 to XX% by 2027 as Delhi Hyderabad and Pune emerge as secondary hubs" [X Link](https://x.com/raghavwadhwa/status/1977709980246524048) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 1628 engagements "11Consolidation and Key Players The industry is highly consolidated with the top five players controlling XX% of total capacity: 🔹NTT Global Data Centers XX% 🔹STT GDC India XX% 🔹Sify Technologies XX% 🔹CtrlS Data Centers X% 🔹Nxtra (Bharti Airtel) X% 📌New entrants like AdaniConnex Digital Connexion (BrookfieldReliance JV) Equinix India and Web Werks Iron Mountain JV are aggressively building capacity pipelines of 10001200 MW (202527) with 5060% already pre-leased to hyperscalers" [X Link](https://x.com/raghavwadhwa/status/1977709983635472818) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 1691 engagements "👉A list of companies driving the future of data center infrastructure and innovation: 🔹Netweb Technologies India Ltd 🔹ITI Ltd. 🔹Railtel Corporation of India Ltd. 🔹Marine Electricals (India) Ltd 🔹Aurionpro Solutions Ltd 🔹ADC India Communications Ltd" [X Link](https://x.com/raghavwadhwa/status/1977710070877012253) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 2734 engagements "🔹Black Box Ltd 🔹Techno Electric & Engineering Company Ltd 🔹Orient Technologies Ltd 🔹HBL Power Systems Ltd 🔹Esconet Technologies Ltd 🔹Schneider Electric Infrastructure Ltd 🔹Anant Raj Ltd 🔹Power Grid Corporation of India Ltd" [X Link](https://x.com/raghavwadhwa/status/1977710111029129240) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 2674 engagements "🔹Tata Power Company Ltd 🔹Blue Star Ltd 🔹D-Link India Ltd 🔹Ahluwalia Contracts (India) Ltd 🔹E2E Networks Ltd 🔹Reliance Industries Ltd 🔹Adani Enterprises Ltd 🔹Bharti Airtel Ltd" [X Link](https://x.com/raghavwadhwa/status/1977710148651983129) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T12:16Z 98.2K followers, 2742 engagements "✍Business Verticals: 🔹Waaree Renewables Technologies Ltd operates across key renewable energy verticals solar EPC project development and O&M services. Leveraging the Waaree Groups integrated manufacturing capabilities the company is expanding into energy storage systems green hydrogen and power infrastructure strengthening its position in Indias clean energy transition" [X Link](https://x.com/raghavwadhwa/status/1978052193216274851) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 2284 engagements "🔹Product Sale: Waaree Renewables Technologies Ltd drives revenue primarily through the sale of solar modules and EPC project execution. Supported by strong domestic and international demand the company caters to utility-scale commercial and industrial clients. Its product sales are backed by the Waaree Groups integrated manufacturing base and robust order book across solar and renewable energy solutions" [X Link](https://x.com/raghavwadhwa/status/1978052196303323400) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 1569 engagements "✍ Key focus: 🔹Waaree Renewables Technologies Ltd is strengthening its EPC and O&M segments by pursuing opportunities in both domestic and international markets. 🔹The company is actively participating in government and private bids and exploring third-party O&M prospects through organic and inorganic routes" [X Link](https://x.com/raghavwadhwa/status/1978052198878654808) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 1404 engagements "✍Customer Concentration Waaree Renewables maintains a well-diversified customer base with a strong presence across marquee industrial and utility clients. 🔹Partnerships with leading names such as Jindal Renewables Greenko NEEPCO and Acciona Energy" [X Link](https://x.com/raghavwadhwa/status/1978052221930541398) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, XXX engagements "🔹Balanced exposure across commercial industrial and government segments 🔹Focus on long-term high-conviction contracts driving revenue visibility and cash flow stability 🔹Diversification strategy reduces dependence on any single client and enhances business resilience" [X Link](https://x.com/raghavwadhwa/status/1978052224304525818) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, XXX engagements "✍Data Centre Value Chain: 1Design and Engineering: 🔹Data center design and engineering segment involves planning and building infrastructure to house computing and storage equipment focusing on location power cooling connectivity security and redundancy for reliable and efficient operations" [X Link](https://x.com/raghavwadhwa/status/1978434665775022298) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1826 engagements "👉Listed Indian companies involved in data center design and engineering: 🔶L&T Technology Services Ltd 🔶Techno Electric & Engineering Company Ltd 🔶Schneider Electric Infra 🔶Siemens India 🔶Honeywell Automation India 🔶Johnson Controls-Hitachi India" [X Link](https://x.com/raghavwadhwa/status/1978434668539027527) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1978 engagements "2Construction and Leasing: 🔹Data center construction builds facilities for IT equipment while leasing rents space and infrastructure. Both prioritize design power cooling security and compliance" [X Link](https://x.com/raghavwadhwa/status/1978434671386964144) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1747 engagements "3Cooling Solutions: 🔹Data center cooling solutions manage heat from servers using air or liquid cooling based on climate power and cost. Common methods include hot/cold aisle containment chilled water systems evaporative cooling and immersion cooling" [X Link](https://x.com/raghavwadhwa/status/1978434676780884262) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1664 engagements "👉Listed Indian companies involved in data center Cooling solutions: 🔶Voltas Ltd 🔶KRN Heat Exchanger and Refrigeration Ltd 🔶Blue Star 🔶Thermax 🔶Kirloskar Pneumatic" [X Link](https://x.com/raghavwadhwa/status/1978434679591010556) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 1713 engagements "4Power Infrastructure: 🔹A data center's power infrastructure includes utility grid power managed by transformers switchgear UPS and PDUs for server racks with generators as backup during outages" [X Link](https://x.com/raghavwadhwa/status/1978434682476802184) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1493 engagements "👉Listed Indian companies involved in data center Power Infrastructure: 🔶Salzer Electronics Ltd 🔶Schneider Electric Infrastructure Ltd 🔶Siemens India 🔶ABB India 🔶Hitachi Energy India 🔶GE T&D India 🔶Techno Electric" [X Link](https://x.com/raghavwadhwa/status/1978434685312053330) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1878 engagements "6Managed Services and Colocation: 🔹In a data center Managed Services involve the provider managing all IT infrastructure while Colocation rents space for customers to house and manage their own IT equipment using the data center's power cooling and security" [X Link](https://x.com/raghavwadhwa/status/1978434704626855971) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1322 engagements "👉Listed Indian companies involved in data center Managed Services and colocation: 🔶Tata Communications Ltd 🔶Netweb Technologies India Ltd 🔶Bharti Airtel (Nxtra Data)" [X Link](https://x.com/raghavwadhwa/status/1978434707424481490) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1672 engagements "8Cybersecurity and Monitoring Software (DCIM): 🔹A Data Center Infrastructure Management (DCIM) system is software that monitors and manages a data center's physical components like IT equipment power cooling and security. It provides real-time insights helps with capacity planning optimizes operations and includes features like access control and environmental security" [X Link](https://x.com/raghavwadhwa/status/1978434716354203801) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1172 engagements "👉Listed Indian companies involved in data center Cybersecurity and Monitoring Software (DCIM): 🔶Tech Mahindra Ltd 🔶Infosys Ltd 🔶Quick Heal Technologies 🔶SecureKloud Technologies 🔶Aurionpro Solution" [X Link](https://x.com/raghavwadhwa/status/1978434719185318137) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1300 engagements "9Specialized Networking and Cloud Enablement: 🔹Data center networks handle traffic routing switching and resource hosting. While on-premises networking is still important many businesses are adopting cloud networking to host services in cloud environments" [X Link](https://x.com/raghavwadhwa/status/1978434722003845174) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1055 engagements "👉Listed Indian company involved in data center Specialized Networking and Cloud Enablement: 🔶Sterlite Technologies Ltd 🔶Bharti Airtel (Nxtra Data)" [X Link](https://x.com/raghavwadhwa/status/1978434724856033537) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1105 engagements "Data Centres An Opportunity Nifty Nearing Breakout Daily Market Bytes with Raghav" [X Link](https://x.com/raghavwadhwa/status/1978513857535459670) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T17:30Z 98.2K followers, 8836 engagements "How rate cuts directly boost Diwali consumption: ✅ Cheaper EMIs more auto and durable purchases ✅ Lower cost of credit higher discretionary spending ✅ Banks/NBFCs aggressively push festive loans BNPL and credit cards ✅ Housing revival triggers furniture appliances home dcor demand" [X Link](https://x.com/raghavwadhwa/status/1978746084001198498) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1110 engagements "3Policy Tailwind: GST XXX The Next Big Consumption Accelerator: 🔶Urban vs Rural: Twin Engines of Growth GST XXX arrives at a time when consumption recovery is uneven between urban and rural India" [X Link](https://x.com/raghavwadhwa/status/1978746086643638362) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1032 engagements "📌India is set to become the worlds second-largest consumer market by 2030 with consumption rising XX% to US$4.3T driven by GST cuts rising incomes a young population urbanisation and digital credit access. Tier-2 and Tier-3 cities will lead this surge as better infrastructure and affordability boost both essential and lifestyle spending" [X Link](https://x.com/raghavwadhwa/status/1978746108210745411) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements "46 Sectors and Their Companies That May Benefit from Festive Spending 🔶Sector: Retail & E-commerce: 🔹Avenue Supermarts Ltd (DMart) 🔹FSN E-Commerce Ventures Ltd (Nykaa) 🔹Trent Ltd 🔹V-Mart Retail Ltd 🔹Shoppers Stop Ltd 🔹Vishal Mega Mart Ltd 🔹CarTrade Tech Ltd" [X Link](https://x.com/raghavwadhwa/status/1978746110869901711) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements "🔶Sector: FMCG 🔹Nestl India Ltd 🔹Hindustan Unilever Ltd 🔹ITC Ltd 🔹Dabur India Ltd 🔹Marico Ltd 🔹Godrej Consumer Products Ltd 🔹Colgate-Palmolive (India) Ltd 🔹Emami Ltd 🔹Varun Beverages Ltd" [X Link](https://x.com/raghavwadhwa/status/1978746113386516905) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements "🔶Sector: Consumer Durables & Electronics 🔹Voltas Ltd 🔹Havells India Ltd 🔹Dixon Technologies Ltd 🔹Amber Enterprises India Ltd 🔹Blue Star Ltd 🔹Whirlpool of India Ltd 🔹TTK Prestige Ltd 🔹V-Guard Industries Ltd 🔹Electronics Mart India Ltd 🔹Aditya Vision Ltd" [X Link](https://x.com/raghavwadhwa/status/1978746116033204370) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, XXX engagements "🔹India saved $XXX per barrel at peak times. 🔹Even with higher shipping net savings = $XX per barrel. Annual savings $XX billion. 📌This alone made Russia the cheapest large-scale supplier in the world" [X Link](https://x.com/raghavwadhwa/status/1978796475007013370) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T12:13Z 98.2K followers, XXX engagements "✅Flexible Payment Methods Saved Indias Dollars Due to sanctions Russia accepted: 🔹Indian Rupees 🔹UAE Dirhams 🔹Chinese Yuan 🔹Barter/credit terms" [X Link](https://x.com/raghavwadhwa/status/1978796478555623676) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T12:13Z 98.2K followers, XXX engagements "☀Govt likely to extend PM-KUSUM guideline again ☀8 solar pump makers that stand to gain from another leg of policy-backed rural solarization. A Thread.🧵👇" [X Link](https://x.com/raghavwadhwa/status/1975538335285477396) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-07T12:26Z 98.2K followers, 20.2K engagements "14Final Verdict: 🔸Indias EMS sector is entering a high-growth phase backed by policy support global realignment and strong domestic demand. With a XX% CAGR (FY2530E) and new opportunities in OSAT and PCB manufacturing its driving Indias shift from import dependence to global manufacturing leadership" [X Link](https://x.com/raghavwadhwa/status/1976198780480319963) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T08:11Z 98.2K followers, 1346 engagements "5 Indias steel sector is set for steady growth: crude steel output seen rising from XXX MT (FY25) to XXX MT (FY31) X% CAGR with utilization improving to 87%. Finished steel demand to grow XX% p.a. led by infra & auto momentum" [X Link](https://x.com/raghavwadhwa/status/1976225156558356494) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-09T09:56Z 98.2K followers, 1476 engagements "🪔Share India Picks ✨Adani Ports: XX% Upside ✨HG Infra: XX% Upside ✨Granules: XX% Upside ✨Jindal Saw: XX% Upside ✨Lemon Tree Hotels: XX% Upside" [X Link](https://x.com/raghavwadhwa/status/1977681101096468971) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 6009 engagements "✍Union Bank of India: 🔹Bank is engaged in the Business of Banking Services Government BusinessMerchant Banking Agency Business Insurance Mutual Funds Wealth Management etc. 🔸P/E: XXXX 🔸Sales Growth X Years: XX% 🔸Profit Growth X Years: 51%" [X Link](https://x.com/raghavwadhwa/status/1954886650657755234) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-08-11T12:44Z 98.2K followers, 2417 engagements "🔶 Indian Energy Exchange Ltd 🔹 Addition: 44206584 ➝ 73511702 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 1051.22 Cr 🔶 Axis Bank Ltd 🔹 Addition: 30107270 ➝ 32644875 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 3545.23 Cr 🔶 Maruti Suzuki India Ltd 🔹 Reduction: 3021670 ➝ 2746670 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4149.94 Cr" [X Link](https://x.com/raghavwadhwa/status/1966098470022025407) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3443 engagements "🔶 EID Parry India Ltd 🔹 Addition: 3997165 ➝ 4433570 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Larsen & Toubro Ltd 🔹 Reduction: 297500 ➝ 285600 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Sun Pharmaceutical Industries Ltd 🔹 Reduction: 468650 ➝ 442750 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr" [X Link](https://x.com/raghavwadhwa/status/1966098473293639853) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-09-11T11:16Z 98.2K followers, 3278 engagements "7Who are the direct beneficiaries: 🔹Moschip Technologies Ltd 🔹Centum Electronics Ltd 🔹ASM Technologies Ltd 🔹Astra Microwave Products Ltd 🔹RIR Power Electronics Ltd 🔹Tata Elxsi Ltd 🔹Spel Semiconductor Ltd" [X Link](https://x.com/raghavwadhwa/status/1973370846988181606) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-01T12:54Z 98.2K followers, 1476 engagements "🔹Vedanta Ltd 🔹Gujarat Fluorochemicals Ltd 🔹Cyient Ltd 🔹HCL Technologies Ltd 🔹CG Power & Industrial Solutions Ltd 🔹Grindwell Norton Ltd 🔹Kaynes Technology India Ltd 🔹Amber Enterprises India Ltd 🔹MIC Electronics Ltd 🔹Shivalik Bimetal Controls Ltd 🔹IZMO Ltd" [X Link](https://x.com/raghavwadhwa/status/1973370849584631959) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-01T12:54Z 98.2K followers, 1651 engagements "☀ACE investor Mukul Mahavir Agrawal holds XXXX% stakes in this company. ☀An SME company offering turnkey solar EPC and O&M solutions across sectors while also supplying solar products. To know more about the company click 🧵👇" [X Link](https://x.com/raghavwadhwa/status/1976959015688323348) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-11T10:32Z 98.2K followers, 26.9K engagements "🪔Diwali Picks By Top Brokerage Houses🪔 A Thread.🧵👇" [X Link](https://x.com/raghavwadhwa/status/1977681060743008418) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 61.2K engagements "🪔SBI Securities Diwali Picks 2025 ✨TVS Motor Company Ltd: XXXX% upside ✨Ashok Leyland Ltd: XXXX% upside ✨National Alluminium Company Ltd: XXXX% upside ✨Azad Engineering Ltd: XXXX% upside ✨Oswal Pumps Ltd: XXXX% upside ✨Subros Ltd: XXXX% upside ✨Indian Metals & Ferro Alloys Ltd: XXXX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681108629074086) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 5651 engagements "🪔Prabhudas Liladhars Diwali Long-Term Stock Picks ✨ABB Ltd: XX% upside ✨Bharat Electronics Ltd (BEL): XX% upside ✨BHEL: XX% upside ✨Coal India: XX% upside ✨Exide Industries: XX% upside ✨GMDC Ltd: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681125209493678) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 5310 engagements "✨Garden Reach Shipbuilders & Engineers (GRSE): XX% upside ✨HSCL: XX% upside ✨KPIT Technologies: XX% upside ✨NTPC: XX% upside ✨Tata Motors: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681128913011192) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4517 engagements "🪔Systematix Diwali Long-Term Stock Picks 2025 ✨PNB Housing: XX% Upside ✨Shriram Properties: XX% upside ✨Jana Small Finance Bank: XX% upside ✨Paytm: XX% upside ✨Protean eGov: XX% upside ✨GMR Airports: XX% upside" [X Link](https://x.com/raghavwadhwa/status/1977681133124133331) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-13T10:21Z 98.2K followers, 4746 engagements "✍Waaree Renewable Technologies Ltd 🔹Incorporated in 1999 Waaree Renewables Technologies Ltd is a leading player in Indias clean energy landscape. Focused on power generation through renewable sources and consultancy services Waaree stands as one of the countrys largest vertically integrated new energy companies" [X Link](https://x.com/raghavwadhwa/status/1978052186337653143) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 2895 engagements "✍Waaree Renewables Technologies Ltd a subsidiary of the Waaree Group leads the Groups Solar EPC business. 🔹The Waaree Group Indias #1 module manufacturer boasts XX GW module & XXX GW cell capacity with ventures in Battery Energy Storage Systems and Green Hydrogen Electrolysers. 🔹Waaree Renewables contributes XX% to the Groups overall profitability" [X Link](https://x.com/raghavwadhwa/status/1978052189240062331) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 2990 engagements "🔹Module Manufacturing Capacity: XX GW 🔹Cell Manufacturing Capacity: XXX GW 🔹Planned Expansion: Additional X GW ingot-wafer and X GW cell capacity by FY27 🔹Order Book: 49000 crore with 100+ GW pipeline 🔹Operational Footprint: Domestic and international markets" [X Link](https://x.com/raghavwadhwa/status/1978052203869774049) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 1123 engagements "✍Clientele: 🔹Waaree Renewables serves a diversified clientele across industrial commercial and utility segments partnering with marquee players like Jindal Renewables Greenko NEEPCO and Acciona Energy to execute large-scale solar EPC projects and long-term power supply contracts" [X Link](https://x.com/raghavwadhwa/status/1978052206713581827) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, 1072 engagements "✍Revenue Split (FY25): 🔹EPC Contracts: XXXX% 🔹Power Sale: XXX% 📌The companys earnings are predominantly driven by its EPC business supported by stable recurring income from power generation assets" [X Link](https://x.com/raghavwadhwa/status/1978052209335025997) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, XXX engagements "🔹The company is on track to operationalize its X GW ingotwafer cell and module manufacturing facilities by FY27 strengthening vertical integration. 🔹Expansion into battery energy storage systems and green hydrogen manufacturing is progressing as part of its clean energy diversification strategy" [X Link](https://x.com/raghavwadhwa/status/1978052244533584376) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, XXX engagements "🔹Waaree continues to pursue opportunities in international EPC markets enhancing its global footprint and revenue base. 🔹A robust order pipeline and focus on execution excellence are expected to drive sustained value creation and reinforce the companys leadership in the renewable energy sector" [X Link](https://x.com/raghavwadhwa/status/1978052247293411359) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-14T10:56Z 98.2K followers, XXX engagements "🗞Breaking News ⚡Google to invest $XX billion in an AI Hub in Visakhapatnam partnering with Adani to build one of Indias largest data centers ⚡Data Centre Value Chain and its Companies A Detailed Thread.🧵👇" [X Link](https://x.com/raghavwadhwa/status/1978434650285478160) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:15Z 98.2K followers, 20.8K engagements "👉Listed Indian companies involved in data center renewable energy solutions: 🔶Tata Power Company Ltd 🔶Adani Green Energy Ltd 🔶Waaree Renewable Ltd" [X Link](https://x.com/raghavwadhwa/status/1978434713514627281) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-15T12:16Z 98.2K followers, 1572 engagements "🔸In 2024 India recorded XXXX lakh crore in festive spending (Diwali + Dussehra) which could have added over XXXXX lakh crore to India's national income through the multiplier effect - close to XX% of India's nominal GDP" [X Link](https://x.com/raghavwadhwa/status/1978746073003819074) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1289 engagements "2Macro Tailwinds: The Perfect Backdrop for a Consumption Boom 🔶India: The Fastest-Growing Major Economy 🔹Indias real GDP growth is projected at 6.46.6% in FY2526 making it the fastest-growing large economy globally. Unlike export-driven nations Indias growth is domestically consumption-ledprivate consumption forms XX% of GDP" [X Link](https://x.com/raghavwadhwa/status/1978746075704865231) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-16T08:53Z 98.2K followers, 1293 engagements "💰Parag Parikh Flexi Cap Fund 💰Top Stocks Bought and Sold by the Mutual Fund in Recent Months A thread.🧵👇" [X Link](https://x.com/raghavwadhwa/status/1979471089500901799) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 38.8K engagements "✍Top Stocks Bought Last Month: 🔶HDFC Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 9668 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471092738654303) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4574 engagements "🔶Power Grid Corporation of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 7172 Cr 🔶Kotak Mahindra Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4823 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471094948987361) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4308 engagements "🔶Maruti Suzuki India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4322 Cr 🔶Mahindra & Mahindra Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4227 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471097264263202) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4238 engagements "🔶Axis Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3761 Cr 🔶Cipla Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1501 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471099566895240) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 4080 engagements "🔶DLF Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Steel Authority Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471109461291329) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3563 engagements "🔶Punjab National Bank: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Tata Steel Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471111730430366) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3476 engagements "🔶Indusind Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Bandhan Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471114045669635) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3424 engagements "✍Top Stocks Sold Last Month: 🔶Bajaj Holdings & Investment Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 6514 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471118739103894) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3056 engagements "🔶ICICI Bank Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5690 Cr 🔶ITC Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5449 Cr" [X Link](https://x.com/raghavwadhwa/status/1979471120890798456) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 3069 engagements "🔶Infosys Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1341 Cr 🔶Balkrishna Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471127580733569) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2677 engagements "🔶Reliance Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Narayana Hrudayalaya Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471130076287287) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2644 engagements "🔶ICRA Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Tata Consultancy Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr" [X Link](https://x.com/raghavwadhwa/status/1979471132316057647) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T08:54Z 98.2K followers, 2590 engagements "⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only" [X Link](https://x.com/raghavwadhwa/status/1979478503692095513) [@raghavwadhwa](/creator/x/raghavwadhwa) 2025-10-18T09:23Z 98.2K followers, 3551 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.]
No specific information about Raghav Wadhwa was found. However, various Indian companies across industries such as technology, metals, and consumer goods have seen changes in their stock holdings and investments. Notable companies mentioned include Voltas, Tata Steel, and LG Electronics, with updates on their financial performance, growth strategies, and market trends.
Social category influence countries finance stocks automotive brands technology brands fashion brands
Social topic influence india, electronics #972, infrastructure #2350, upside #108, market cap, stocks #2025, suzuki #685, $7269t #685, amber #1308, finance #2610
Top assets mentioned Colgate-Palmolive Company (CL) Carrier Global Corp (CARR) Unilever plc (UL) Honeywell International Inc (HON)
Top posts by engagements in the last XX hours
"✍Colgate-Palmolive (India) Ltd: 🔹M Cap: 62236 Cr 🔹Debt : XXXXX Cr 🔹Debt Preceding Year: XXXXX Cr 🔹Debt X Years Back: XXXXX Cr 🔹Debt X Years Back: XXXXXX Cr"
X Link @raghavwadhwa 2025-10-17T12:24Z 98.2K followers, 1113 engagements
"🗼Sector: Power Transmission 🗼The government will launch the National Electricity Plan in XX days with peak hour power demand projected to exceed XXX GW by 2030. 🗼22 Companies from the Power Sector that are set to benefit from this development A thread.🧵👇"
X Link @raghavwadhwa 2024-09-24T08:12Z 98.2K followers, 95.8K engagements
"🔶TARIL: 🔹Powergrid NTPC TATA Power Torrent Power Siemens Energy Bluestar Hindustan Zinc JSW Getco etc"
X Link @raghavwadhwa 2025-07-03T10:28Z 98.2K followers, 2631 engagements
"🔶Maharashtra Scooters Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Sun Pharmaceutical Industries Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3675 engagements
"🔷JBIC / JETRO Semiconductor Engagement 🔹JBIC JETRO JCCII and the Indian Semiconductor Mission held multiple discussions with 130+ Japanese firms across equipment parts and logistics exploring partnerships and procurement ties with Indian players like Kaynes Semicon and CG Semi"
X Link @raghavwadhwa 2025-08-29T10:10Z 98.2K followers, 2686 engagements
"📌Medications like Metformin already used by XXX million people show promise not only to extend life but also to reduce the economic and healthcare burdens from chronic diseases. 📌A 2-year increase in life expectancy can add $7-21 trillion in U.S. economic gains through higher consumption and longer working lives"
X Link @raghavwadhwa 2025-09-15T12:09Z 98.2K followers, 1240 engagements
"Why Metals are Shining View on Tega and Alpex Solar Daily Market Bytes with Raghav"
X Link @raghavwadhwa 2025-10-09T14:52Z 98.2K followers, 8972 engagements
"✨Minda Corp: XX% upside ✨Kotak Mahindra Bank: XX% upside ✨Federal Bank: XX% upside ✨JSW Energy: XX% upside ✨Coforge: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 6409 engagements
"✨National Aluminium: XX% Upside ✨Gravita India: XX% Upside ✨Macrotech Developers: XX% Upside ✨Olectra Greentech: XX% Upside ✨Ashoka Buildcon: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 6488 engagements
"12Cost Competitiveness and Capex Advantage 🔹This cost arbitrage has made India the preferred expansion destination for hyperscalers seeking low-cost scalable capacity. 🔹Indias DC setup cost averages $7/W second only to China ($6/W) and significantly below the USA ($10/W) and Japan ($13/W). 🔹Electricity costs stand at $0.090.10 per kWh roughly XX% lower than in developed markets aided by renewable energy sourcing and open-access power availability"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.2K followers, 1593 engagements
"13Valuation Benchmarks and Global Comparables Globally listed DC companies trade at EV/EBITDA multiples of 2022 on a one-year forward basis. 🔹Equinix: XX (1-yr forward) 🔹Digital Realty: XX 🔹Keppel DC REIT: XX 🔹GDS Holdings (China): XX 🔹NextDC (Australia): XX reflecting regional monopoly and hyperscaler exposure"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.2K followers, 1593 engagements
"☀ This Solar EPC Company is Part of Indias Top Tier-1 Module Manufacturer 🔥Blockbuster Q2FY26 Result Sales 🔼 XX% YoY PAT 🔼 XXX% YoY ☀Strategic Entry into the Data Center Segment to tap a large X GW market opportunity over the next XX years. To know more about the company click 🧵👇"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 28.9K engagements
"🚀New IPO Alert 🏗 Midwest Ltd: Engaged in exploration mining processing marketing distribution and export of natural stones. 🏗 Expanding into: ✅ Heavy Mineral Sands ✅ Rare Earth Elements ✅ Solar Glass ✅ Semiconductors (Quartz powder) Should you apply or not 🤔"
X Link @raghavwadhwa 2025-10-15T09:55Z 98.2K followers, 21K engagements
"7Renewable Energy Integration: 🔹Renewable energy integration uses solar wind or geothermal power in data centers to reduce emissions cut fossil fuel use and promote sustainability"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1224 engagements
"🔶Sector: Apparel & Footwear: 🔹Page Industries Ltd 🔹Titan Company Ltd 🔹Arvind Fashions Ltd 🔹Relaxo Footwear Ltd 🔹Bata India Ltd 🔹Khadim India 🔹Trent Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, XXX engagements
"🔶Sector: Diamond Gems and Jewellery: 🔹Kalyan Jewellers India Ltd 🔹Thangamayil Jewellery Ltd 🔹Senco Gold & Diamonds Ltd 🔹PNGS Gargi Fashion Jewellery Ltd 🔹Goldiam International Ltd 🔹Vaibhav Global Ltd 🔹Titan Company Ltd 🔹Sky Gold Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, 1048 engagements
"🔶Sector: Automobiles: 🔹Maruti Suzuki India Ltd 🔹Mahindra & Mahindra Ltd 🔹Tata Motors Ltd 🔹Bajaj Auto Ltd 🔹Hyundai Motor India Ltd 🔹Eicher Motors Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, XXX engagements
"💰Debt Reduction 💰18 Companies that have consistently reduced their debt over the last X years. A thread🧵👇"
X Link @raghavwadhwa 2025-10-17T12:24Z 98.2K followers, 10.1K engagements
"🔶Multi-Commodity Exchange Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Bajaj Finance Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3809 engagements
"🔶Bharti Airtel Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3976 Cr 🔶HCL Technologies Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 2591 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2915 engagements
"🔶Zydus Lifesciences Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1487 Cr 🔶Dr. Reddys Laboratories Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1481 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2810 engagements
"🔶Jio Financial Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2585 engagements
"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4297 engagements
"✍City Pulse Multiventures Ltd: 🔹 Quarterly Sales Growth (YoY): XXXXXX% 🔹 Quarterly Profit Growth (YoY): XXX% 🔹 FY25 Sales Growth (YoY): XXXXXX% 🔹 FY25 Profit Growth (YoY): 236.73%"
X Link @raghavwadhwa 2025-10-18T09:23Z 98.2K followers, 1499 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🧵👇"
X Link @raghavwadhwa 2023-12-11T10:54Z 98.2K followers, 99.6K 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🧵👇"
X Link @raghavwadhwa 2024-01-03T12:02Z 98.2K followers, 38.1K engagements
"🌟Andhra Pradesh is quietly becoming Indias next big EMS hub attracting 9700 Cr from top brands like Carrier Global LG Electronics & more. Which Listed Companies are Setting Up in Andhra Pradesh and Why🧵👇"
X Link @raghavwadhwa 2025-03-25T11:01Z 98.2K followers, 83.3K engagements
"✨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🧵👇"
X Link @raghavwadhwa 2025-06-13T10:16Z 98.2K followers, 50.5K engagements
"✍Segment Revenue Contribution:"
X Link @raghavwadhwa 2025-07-10T10:43Z 98.2K followers, 2164 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"
X Link @raghavwadhwa 2025-07-10T10:43Z 98.2K followers, 2100 engagements
"✍Cholamandalam Financial Holdings Ltd: 🔹The company is an RBI-registered Core Investment Company offering financial products and risk management services via its group companies. 🔸P/E: XXXX 🔸Sales Growth X Years: XX% 🔸Profit Growth X Years: 32%"
X Link @raghavwadhwa 2025-08-11T12:44Z 98.2K followers, 2474 engagements
"🔶MTAR Technologies Ltd: 🔹The Company develops and manufactures components and equipment for the defense aerospace nuclear and clean energy sectors. 🔹P/E: XXXX 🔹ROCE: XXXX % 🔹EV/EBITDA: XXXX 🔹Sales growth 3Years: XXXX %"
X Link @raghavwadhwa 2025-08-15T13:06Z 98.2K followers, 3517 engagements
"✍LCD TV Panel Shipments by Vendor (20232024): 🔹Displays bar heights for vendors like BOE CSOT Innolux and Sharp illustrating China's vendor dominance through companies like BOE and CSOT leading unit shipments"
X Link @raghavwadhwa 2025-08-29T10:10Z 98.2K followers, 3261 engagements
"🔹CG Power is collaborating with Japans Renesas Electronics and Stars Microelectronics to build an assembly testing and packaging (ATMP/OSAT) facility for chips used in automotive consumer and telecom markets"
X Link @raghavwadhwa 2025-08-29T10:10Z 98.2K followers, 3051 engagements
"🔶KPI Green Energy Ltd 🔹KPI Green (via Sundrop Energia) is entering the BESS segment with standalone build-own-operate projects. 🔹The company has partnered with Delta Electronics to co-develop scalable storage solutions combining KPIs project development with Deltas inverter and energy management technologies"
X Link @raghavwadhwa 2025-09-10T09:48Z 98.2K followers, 1692 engagements
"🔶 ICICI Bank Ltd 🔹 Addition: 39605543 ➝ 40720543 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5709.02 Cr 🔶 ITC Ltd 🔹 Addition: 122172359 ➝ 129421024 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 5383.91 Cr 🔶 Kotak Mahindra Bank Ltd 🔹 Addition: 21994066 ➝ 23407381 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4615.94 Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3713 engagements
"🔶 IPCA Laboratories Ltd 🔹 Reduction: 566216 ➝ 218075 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 DLF Ltd 🔹 Reduction: 540375 ➝ 486750 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶Vedanta Ltd 🔹 Reduction: 299900 ➝ 272550 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3180 engagements
"🔶 Titan Company Ltd 🔹 Reduction: 20475 ➝ 19075 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXX Cr 🔶 Tata Chemicals Ltd 🔹 Reduction: 76700 ➝ 70200 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXX Cr 🔶 IndusInd Bank Ltd 🔹 Reduction: 198800 ➝ 146300 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3237 engagements
"🔶 Punjab National Bank 🔹Reduction: 2712000 ➝ 1120000 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 Varun Beverages Ltd 🔹 Reduction: 268550 ➝ 244975 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr 🔶 Bandhan Bank Ltd 🔹 Reduction: 1040400 ➝ 892800 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3334 engagements
"🎊 Festival Special Consumption Theme 🎊 X Sectors and Their Companies That May Benefit from Festive Spending A Thread. 🧵👇"
X Link @raghavwadhwa 2025-09-27T10:40Z 98.1K followers, 10.3K engagements
"3Sector: Consumer Durables & Electronics 🔶 Voltas Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: XX% 🔶 Havells India Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: 7%"
X Link @raghavwadhwa 2025-09-27T10:40Z 98.2K followers, XXX engagements
"🔶 Dixon Technologies Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: XX% 🔶 Amber Enterprises India Ltd 🔹 3-Year Sales Growth: XX% 🔹3-Year Profit Growth: 30%"
X Link @raghavwadhwa 2025-09-27T10:40Z 98.2K followers, XXX engagements
"✍Challenges & Risks: 🔹Dependent on mining and infrastructure capex cycles. 🔹Faces strong competition from global players. 🔹High capital requirement for new product development. 🔹Exposed to currency fluctuations on imported inputs. 🔹Risk of delays due to supply chain or execution issues. 🔹Sensitive to changes in mining and environmental policies"
X Link @raghavwadhwa 2025-10-08T09:24Z 98.2K followers, 1644 engagements
"✍Future Outlook 🔹Revenue Growth: The group has guided FY26 revenue target of 2650 crore (i.e. XX % growth) with continued margin of 24%. 🔹Focus on expanding the CM Package (Continuous Miner Roof Bolter Shuttle Car) range for underground automation"
X Link @raghavwadhwa 2025-10-08T09:24Z 98.2K followers, 1513 engagements
"✨Jubilant FoodWorks Ltd JFL part of the Jubilant Bhartia Group is among Indias largest food service companies operating master franchises for Dominos Pizza Dunkin Donuts and Popeyes while expanding its portfolio with the homegrown brand Hongs Kitchen reflecting strong diversification and brand execution capabilities. 🔹Market Cap: 41131 Cr 🔹P/E: XXX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XXXX% 🔹Upside%: 15.5%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.2K followers, 3233 engagements
"✨National Aluminum Company Ltd One of Indias largest integrated Bauxite-Alumina-Aluminium-Power complexes and among Asias leading primary aluminium producers reflecting strong vertical integration and strategic sectoral importance. 🔹Market Cap: 39882 Cr 🔹P/E: XXXX 🔹ROCE: XX% 🔹 3-year Sales Growth: X% 🔹Upside%: 19.7%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.2K followers, 3220 engagements
"✨Oswal Pumps Ltd Oswal Pumps Ltd (OPL) is a leading and fast-growing vertically integrated manufacturer of solar and electric pumping solutions in India. 🔹Market Cap: 8832 Cr 🔹P/E: XX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 25.2%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.2K followers, 2981 engagements
"✨Subros Ltd Subros Ltd a JV between the Suri family Denso and Suzuki Motor Corp is Indias largest maker of automotive AC and thermal systems holding XX% share in passenger cars and XX% in truck ACs supported by Densos strong technical expertise. 🔹Market Cap: 7296 Cr 🔹P/E: XX 🔹ROCE: XX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 21.2%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.2K followers, 2940 engagements
"✨Pondy Oxides & Chemicals Ltd Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals. 🔹Market Cap: 3731 Cr 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹 3-year Sales Growth: XX% 🔹Upside%: 23.4%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.2K followers, 2467 engagements
"✨HDFC Bank Ltd Indias largest private sector bank and the worlds 10th largest by market capitalization. With strong capital efficiency and market leadership across asset segments it remains a key pillar of Indias financial system. 🔹Market Cap: 1495579 Cr 🔹CASA Ratio: XX% 🔹NIM: XXXX% 🔹Gross NPA: XXXX% 🔹Net NPA: XXX% 🔹ROE: XXXX% 🔹Upside%: 14%"
X Link @raghavwadhwa 2025-10-08T10:55Z 98.2K followers, 2397 engagements
"🧑🔧Indias Electronics Manufacturing Services (EMS): The Sunrise Sector Powering the Next Decade 🧑🔧Govt has received XXXX Lakh Cr investment proposals under the Electronics Component Manufacturing Scheme nearly double its target A Mega Thread 🧵👇"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.2K followers, 18.5K engagements
"🔟Global Parallels: Sustaining the High-Growth Phase 🔸A critical question for investors is whether Indian EMS firms can sustain high growth beyond the next XXX years. ➡Historical global examples suggest the answer is yes"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.2K followers, 1155 engagements
"🔸Hon Hai (Foxconn) in Taiwan achieved a XX% CAGR scaling from $XXX million to $XX billion between CY95CY05. 🔸Luxshare in China delivered XX% CAGR scaling from $XXX million to $XX billion between CY10CY22"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.2K followers, 1196 engagements
"📌In India Dixon ($5 billion) Amber ($1 billion) Syrma ($450 million) and Kaynes ($320 million) are still early in their growth curves. With Indias policy tailwinds and domestic demand a 3040% CAGR over the next five years is plausible"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.2K followers, 1395 engagements
"11Scaling Verticals: The Key to Long-Term Growth To sustain momentum EMS companies must continuously scale smaller verticals and enter new categories just as Hon Hai did with PCs consoles smartphones and now EVs and AI servers. 🔸Dixon: Diversifying from mobiles ( of revenue) into appliances and lighting 🔸Amber: Expanding from consumer durables (73%) into railways and medical devices"
X Link @raghavwadhwa 2025-10-09T08:09Z 98.2K followers, 1359 engagements
"🔸Kaynes: Broadening industrial and automotive (81%) with defence IoT and aerospace 🔸Syrma: Scaling healthcare IT hardware and exploring defence and railways 🔸Avalon: Growing clean energy medical defence telecom verticals 🔸Cyient DLM: Diversifying beyond aerospace (73%) into auto med-tech and industrials"
X Link @raghavwadhwa 2025-10-09T08:10Z 98.2K followers, 1808 engagements
"13Valuation and Market Performance 🔸Indian EMS stocks have been market outperformers rising XXX% in three years compared to XX% for Nifty. The sectors 1-year forward P/E multiple expanded from 45x to 68x reflecting strong earnings visibility. 📌Indian EMS players are currently sub-$1 billion in revenues and have a long runway before maturity"
X Link @raghavwadhwa 2025-10-09T08:11Z 98.2K followers, 1366 engagements
"⚡ India Metals: A Sector in its own Bull Run ⚡ Why J.P. Morgan is bullish on Indias metals sector Decoding J.P. Morgans Report .🧵👇"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 23.3K engagements
"1 Indian metal stocks have outperformed the broader market gaining XX% versus X% for the Nifty in six months. Supportive policies GST cuts and global tariff shifts are fuelling optimism for a spread expansion cycle"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 1884 engagements
"2 Investor sentiment in Indian metals remains strong as extended safeguard duties Chinas supply discipline and potential EU tariff hikes support pricing. Tata Steel and JSW Steel are positioned to benefit the most"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 1812 engagements
"6 Indias steel capacity is set to rise from XXX MT (FY25) to XXX MT (FY31). Market leadership consolidates with JSW (20%) and Tata (14%) expanding share while smaller players share declines to 34%. Industry growth driven by scale integration & capex momentum"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 1441 engagements
"Global aluminium inventories (LME + SHFE) continue to tighten 2025 levels are near decade lows (1.21.4 MT) vs X MT in 202021. Supply discipline and energy constraints underpin prices as demand rebounds in autos packaging & renewables"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 1171 engagements
"In Europe Tata Steels cost transformation aims for UK EBITDA breakeven by 4QFY26. Expected EU import quota cuts and tariff hikes alongside CBAM activation in 1QCY26 could further lift regional steel prices and support profitability"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 1003 engagements
"💰New Stock Picks by Indias Superstar Investors 💰Explore the stocks Ace Investors added to their portfolios during Q2FY26 A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-10T11:56Z 98.2K followers, 30.1K engagements
"✍Solarium Green Energy Ltd: 🔹SGEL provides end-to-end turnkey solar solutionsfrom design and procurement to construction commissioning and O&Mfor residential commercial industrial and government projects. It also sells solar products (PV modules inverters and meters) manages logistics and financial structuring and offers certified O&M services including panel cleaning repairs replacements and inspections"
X Link @raghavwadhwa 2025-10-11T10:32Z 98.2K followers, 3141 engagements
"⚡LG Electronics India vs Voltas ⚡A parallel view of two market leaders powering Indias home appliances & cooling ecosystem Detailed Comparison🧵👇"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.2K followers, 34K engagements
"✍Key Metrics: 🔶LG Electronics: 🔹P/E: XXXX 🔹ROCE: XXXX% 🔹PEG Ratio: XXXX 🔹3 Years Sales Growth: XX% 🔹3 Years Profit Growth: 23%"
X Link @raghavwadhwa 2025-10-11T11:44Z 98.2K followers, 1534 engagements
"✨ 20/20/20 Rule ✨19 Companies with High Sales Growth High ROCE and Low EV/EBITDA ✨Screening Criteria: 🔹 EV/EBITDA XX 🔹 3-Year Sales CAGR XX% 🔹 ROCE XX% 🧵 Lets break it down👇"
X Link @raghavwadhwa 2025-10-13T08:29Z 98.2K followers, 17.8K engagements
"🪔HDFC Securities ✨Bank of India: XX% upside ✨JK Lakshmi: XX% upside ✨Jyothy Labs: XX% upside ✨L&T Finance: XX% upside ✨National Aluminium: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 7684 engagements
"🪔Axis Direct Diwali Mahurat Picks 2025 ✨Rainbow Childrens Medicare: XX% upside ✨DOMS Industries: XX% upside ✨KEC International: XX% upside ✨Chalet Hotels: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 7051 engagements
"🪔JM Financial ✨Reliance Industries: XX% Upside ✨Power Grid: XX% Upside ✨Bajaj Finance: XX% Upside ✨ICICI Lombard: XX% Upside ✨Jindal Steel: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 6332 engagements
"🪔Philip Capital Samvat 2081 ✨ ABB India: XX% upside ✨ Angel One: XX% upside ✨ BEL (Bharat Electronics): XX% upside ✨ CAMS: XX% upside ✨ DLF: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 6185 engagements
"✨ Hindalco: XX% upside ✨ HDFC Life: XX% upside ✨ Hemisphere Properties: XX% upside ✨ Mankind Pharma: XX% upside ✨ Mphasis: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 5651 engagements
"✨Nippon Life AMC: XX% Upside ✨Sharda Motor: XX% Upside ✨Tata Power: XX% Upside ✨Yatharth: XX% Upside ✨Zen Technologies: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 5407 engagements
"✨Fiem Industries Ltd: XXXX% upside ✨Swaraj Engines Ltd: XXXX% upside ✨Pondy Oxides & Chemicals Ltd: XXXX% upside ✨HDFC Bank Ltd: XX% upside ✨Apollo Hospitals Enterprise Ltd: XXXX% upside ✨Indian Bank: XXXX% upside ✨National Securities Depository Ltd: XXXX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 4709 engagements
"✨Lemon Tree Hotels: XX% upside ✨National Aluminium: XX% upside ✨Zomato: XX% upside ✨Jash Engineering: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 3818 engagements
"🪔Geojit Samvat 2082 vision ✨State Bank of India ✨Infosys ✨Hindustan Unilever ✨Maruti Suzuki ✨Axis Bank ✨Ultra Tech Cement ✨Tata Consumer Products ✨Hero Motocorp ✨Suzlon Energy ✨Brigade Enterprises ✨Can Fin Holmes ✨H.G. Infra Engineering"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 4067 engagements
"🔟Market Structure and Competitive Landscape 🔶Capacity and Regional Concentration As of FY24 Indias installed IT DC capacity stands at 1030 MW distributed as: 🔹Mumbai XX% 🔹Chennai XX% 🔹Delhi NCR XX% 🔹Pune XX% 🔹Bengaluru X% 🔹Others (Hyderabad Kolkata) X% 📌Mumbai and Chennai dominate due to submarine cable landings robust fiber backhaul and power reliability. However their share is projected to decline from XX% in 2024 to XX% by 2027 as Delhi Hyderabad and Pune emerge as secondary hubs"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.2K followers, 1628 engagements
"11Consolidation and Key Players The industry is highly consolidated with the top five players controlling XX% of total capacity: 🔹NTT Global Data Centers XX% 🔹STT GDC India XX% 🔹Sify Technologies XX% 🔹CtrlS Data Centers X% 🔹Nxtra (Bharti Airtel) X% 📌New entrants like AdaniConnex Digital Connexion (BrookfieldReliance JV) Equinix India and Web Werks Iron Mountain JV are aggressively building capacity pipelines of 10001200 MW (202527) with 5060% already pre-leased to hyperscalers"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.2K followers, 1691 engagements
"👉A list of companies driving the future of data center infrastructure and innovation: 🔹Netweb Technologies India Ltd 🔹ITI Ltd. 🔹Railtel Corporation of India Ltd. 🔹Marine Electricals (India) Ltd 🔹Aurionpro Solutions Ltd 🔹ADC India Communications Ltd"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.2K followers, 2734 engagements
"🔹Black Box Ltd 🔹Techno Electric & Engineering Company Ltd 🔹Orient Technologies Ltd 🔹HBL Power Systems Ltd 🔹Esconet Technologies Ltd 🔹Schneider Electric Infrastructure Ltd 🔹Anant Raj Ltd 🔹Power Grid Corporation of India Ltd"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.2K followers, 2674 engagements
"🔹Tata Power Company Ltd 🔹Blue Star Ltd 🔹D-Link India Ltd 🔹Ahluwalia Contracts (India) Ltd 🔹E2E Networks Ltd 🔹Reliance Industries Ltd 🔹Adani Enterprises Ltd 🔹Bharti Airtel Ltd"
X Link @raghavwadhwa 2025-10-13T12:16Z 98.2K followers, 2742 engagements
"✍Business Verticals: 🔹Waaree Renewables Technologies Ltd operates across key renewable energy verticals solar EPC project development and O&M services. Leveraging the Waaree Groups integrated manufacturing capabilities the company is expanding into energy storage systems green hydrogen and power infrastructure strengthening its position in Indias clean energy transition"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 2284 engagements
"🔹Product Sale: Waaree Renewables Technologies Ltd drives revenue primarily through the sale of solar modules and EPC project execution. Supported by strong domestic and international demand the company caters to utility-scale commercial and industrial clients. Its product sales are backed by the Waaree Groups integrated manufacturing base and robust order book across solar and renewable energy solutions"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 1569 engagements
"✍ Key focus: 🔹Waaree Renewables Technologies Ltd is strengthening its EPC and O&M segments by pursuing opportunities in both domestic and international markets. 🔹The company is actively participating in government and private bids and exploring third-party O&M prospects through organic and inorganic routes"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 1404 engagements
"✍Customer Concentration Waaree Renewables maintains a well-diversified customer base with a strong presence across marquee industrial and utility clients. 🔹Partnerships with leading names such as Jindal Renewables Greenko NEEPCO and Acciona Energy"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, XXX engagements
"🔹Balanced exposure across commercial industrial and government segments 🔹Focus on long-term high-conviction contracts driving revenue visibility and cash flow stability 🔹Diversification strategy reduces dependence on any single client and enhances business resilience"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, XXX engagements
"✍Data Centre Value Chain: 1Design and Engineering: 🔹Data center design and engineering segment involves planning and building infrastructure to house computing and storage equipment focusing on location power cooling connectivity security and redundancy for reliable and efficient operations"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.2K followers, 1826 engagements
"👉Listed Indian companies involved in data center design and engineering: 🔶L&T Technology Services Ltd 🔶Techno Electric & Engineering Company Ltd 🔶Schneider Electric Infra 🔶Siemens India 🔶Honeywell Automation India 🔶Johnson Controls-Hitachi India"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.2K followers, 1978 engagements
"2Construction and Leasing: 🔹Data center construction builds facilities for IT equipment while leasing rents space and infrastructure. Both prioritize design power cooling security and compliance"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.2K followers, 1747 engagements
"3Cooling Solutions: 🔹Data center cooling solutions manage heat from servers using air or liquid cooling based on climate power and cost. Common methods include hot/cold aisle containment chilled water systems evaporative cooling and immersion cooling"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.2K followers, 1664 engagements
"👉Listed Indian companies involved in data center Cooling solutions: 🔶Voltas Ltd 🔶KRN Heat Exchanger and Refrigeration Ltd 🔶Blue Star 🔶Thermax 🔶Kirloskar Pneumatic"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.2K followers, 1713 engagements
"4Power Infrastructure: 🔹A data center's power infrastructure includes utility grid power managed by transformers switchgear UPS and PDUs for server racks with generators as backup during outages"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1493 engagements
"👉Listed Indian companies involved in data center Power Infrastructure: 🔶Salzer Electronics Ltd 🔶Schneider Electric Infrastructure Ltd 🔶Siemens India 🔶ABB India 🔶Hitachi Energy India 🔶GE T&D India 🔶Techno Electric"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1878 engagements
"6Managed Services and Colocation: 🔹In a data center Managed Services involve the provider managing all IT infrastructure while Colocation rents space for customers to house and manage their own IT equipment using the data center's power cooling and security"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1322 engagements
"👉Listed Indian companies involved in data center Managed Services and colocation: 🔶Tata Communications Ltd 🔶Netweb Technologies India Ltd 🔶Bharti Airtel (Nxtra Data)"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1672 engagements
"8Cybersecurity and Monitoring Software (DCIM): 🔹A Data Center Infrastructure Management (DCIM) system is software that monitors and manages a data center's physical components like IT equipment power cooling and security. It provides real-time insights helps with capacity planning optimizes operations and includes features like access control and environmental security"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1172 engagements
"👉Listed Indian companies involved in data center Cybersecurity and Monitoring Software (DCIM): 🔶Tech Mahindra Ltd 🔶Infosys Ltd 🔶Quick Heal Technologies 🔶SecureKloud Technologies 🔶Aurionpro Solution"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1300 engagements
"9Specialized Networking and Cloud Enablement: 🔹Data center networks handle traffic routing switching and resource hosting. While on-premises networking is still important many businesses are adopting cloud networking to host services in cloud environments"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1055 engagements
"👉Listed Indian company involved in data center Specialized Networking and Cloud Enablement: 🔶Sterlite Technologies Ltd 🔶Bharti Airtel (Nxtra Data)"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1105 engagements
"Data Centres An Opportunity Nifty Nearing Breakout Daily Market Bytes with Raghav"
X Link @raghavwadhwa 2025-10-15T17:30Z 98.2K followers, 8836 engagements
"How rate cuts directly boost Diwali consumption: ✅ Cheaper EMIs more auto and durable purchases ✅ Lower cost of credit higher discretionary spending ✅ Banks/NBFCs aggressively push festive loans BNPL and credit cards ✅ Housing revival triggers furniture appliances home dcor demand"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, 1110 engagements
"3Policy Tailwind: GST XXX The Next Big Consumption Accelerator: 🔶Urban vs Rural: Twin Engines of Growth GST XXX arrives at a time when consumption recovery is uneven between urban and rural India"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, 1032 engagements
"📌India is set to become the worlds second-largest consumer market by 2030 with consumption rising XX% to US$4.3T driven by GST cuts rising incomes a young population urbanisation and digital credit access. Tier-2 and Tier-3 cities will lead this surge as better infrastructure and affordability boost both essential and lifestyle spending"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, XXX engagements
"46 Sectors and Their Companies That May Benefit from Festive Spending 🔶Sector: Retail & E-commerce: 🔹Avenue Supermarts Ltd (DMart) 🔹FSN E-Commerce Ventures Ltd (Nykaa) 🔹Trent Ltd 🔹V-Mart Retail Ltd 🔹Shoppers Stop Ltd 🔹Vishal Mega Mart Ltd 🔹CarTrade Tech Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, XXX engagements
"🔶Sector: FMCG 🔹Nestl India Ltd 🔹Hindustan Unilever Ltd 🔹ITC Ltd 🔹Dabur India Ltd 🔹Marico Ltd 🔹Godrej Consumer Products Ltd 🔹Colgate-Palmolive (India) Ltd 🔹Emami Ltd 🔹Varun Beverages Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, XXX engagements
"🔶Sector: Consumer Durables & Electronics 🔹Voltas Ltd 🔹Havells India Ltd 🔹Dixon Technologies Ltd 🔹Amber Enterprises India Ltd 🔹Blue Star Ltd 🔹Whirlpool of India Ltd 🔹TTK Prestige Ltd 🔹V-Guard Industries Ltd 🔹Electronics Mart India Ltd 🔹Aditya Vision Ltd"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, XXX engagements
"🔹India saved $XXX per barrel at peak times. 🔹Even with higher shipping net savings = $XX per barrel. Annual savings $XX billion. 📌This alone made Russia the cheapest large-scale supplier in the world"
X Link @raghavwadhwa 2025-10-16T12:13Z 98.2K followers, XXX engagements
"✅Flexible Payment Methods Saved Indias Dollars Due to sanctions Russia accepted: 🔹Indian Rupees 🔹UAE Dirhams 🔹Chinese Yuan 🔹Barter/credit terms"
X Link @raghavwadhwa 2025-10-16T12:13Z 98.2K followers, XXX engagements
"☀Govt likely to extend PM-KUSUM guideline again ☀8 solar pump makers that stand to gain from another leg of policy-backed rural solarization. A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-07T12:26Z 98.2K followers, 20.2K engagements
"14Final Verdict: 🔸Indias EMS sector is entering a high-growth phase backed by policy support global realignment and strong domestic demand. With a XX% CAGR (FY2530E) and new opportunities in OSAT and PCB manufacturing its driving Indias shift from import dependence to global manufacturing leadership"
X Link @raghavwadhwa 2025-10-09T08:11Z 98.2K followers, 1346 engagements
"5 Indias steel sector is set for steady growth: crude steel output seen rising from XXX MT (FY25) to XXX MT (FY31) X% CAGR with utilization improving to 87%. Finished steel demand to grow XX% p.a. led by infra & auto momentum"
X Link @raghavwadhwa 2025-10-09T09:56Z 98.2K followers, 1476 engagements
"🪔Share India Picks ✨Adani Ports: XX% Upside ✨HG Infra: XX% Upside ✨Granules: XX% Upside ✨Jindal Saw: XX% Upside ✨Lemon Tree Hotels: XX% Upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 6009 engagements
"✍Union Bank of India: 🔹Bank is engaged in the Business of Banking Services Government BusinessMerchant Banking Agency Business Insurance Mutual Funds Wealth Management etc. 🔸P/E: XXXX 🔸Sales Growth X Years: XX% 🔸Profit Growth X Years: 51%"
X Link @raghavwadhwa 2025-08-11T12:44Z 98.2K followers, 2417 engagements
"🔶 Indian Energy Exchange Ltd 🔹 Addition: 44206584 ➝ 73511702 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 1051.22 Cr 🔶 Axis Bank Ltd 🔹 Addition: 30107270 ➝ 32644875 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 3545.23 Cr 🔶 Maruti Suzuki India Ltd 🔹 Reduction: 3021670 ➝ 2746670 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: 4149.94 Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3443 engagements
"🔶 EID Parry India Ltd 🔹 Addition: 3997165 ➝ 4433570 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Larsen & Toubro Ltd 🔹 Reduction: 297500 ➝ 285600 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXXX Cr 🔶 Sun Pharmaceutical Industries Ltd 🔹 Reduction: 468650 ➝ 442750 shares 🔹 Weightage in Portfolio: XXXX% 🔹Holding Value: XXXXX Cr"
X Link @raghavwadhwa 2025-09-11T11:16Z 98.2K followers, 3278 engagements
"7Who are the direct beneficiaries: 🔹Moschip Technologies Ltd 🔹Centum Electronics Ltd 🔹ASM Technologies Ltd 🔹Astra Microwave Products Ltd 🔹RIR Power Electronics Ltd 🔹Tata Elxsi Ltd 🔹Spel Semiconductor Ltd"
X Link @raghavwadhwa 2025-10-01T12:54Z 98.2K followers, 1476 engagements
"🔹Vedanta Ltd 🔹Gujarat Fluorochemicals Ltd 🔹Cyient Ltd 🔹HCL Technologies Ltd 🔹CG Power & Industrial Solutions Ltd 🔹Grindwell Norton Ltd 🔹Kaynes Technology India Ltd 🔹Amber Enterprises India Ltd 🔹MIC Electronics Ltd 🔹Shivalik Bimetal Controls Ltd 🔹IZMO Ltd"
X Link @raghavwadhwa 2025-10-01T12:54Z 98.2K followers, 1651 engagements
"☀ACE investor Mukul Mahavir Agrawal holds XXXX% stakes in this company. ☀An SME company offering turnkey solar EPC and O&M solutions across sectors while also supplying solar products. To know more about the company click 🧵👇"
X Link @raghavwadhwa 2025-10-11T10:32Z 98.2K followers, 26.9K engagements
"🪔Diwali Picks By Top Brokerage Houses🪔 A Thread.🧵👇"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 61.2K engagements
"🪔SBI Securities Diwali Picks 2025 ✨TVS Motor Company Ltd: XXXX% upside ✨Ashok Leyland Ltd: XXXX% upside ✨National Alluminium Company Ltd: XXXX% upside ✨Azad Engineering Ltd: XXXX% upside ✨Oswal Pumps Ltd: XXXX% upside ✨Subros Ltd: XXXX% upside ✨Indian Metals & Ferro Alloys Ltd: XXXX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 5651 engagements
"🪔Prabhudas Liladhars Diwali Long-Term Stock Picks ✨ABB Ltd: XX% upside ✨Bharat Electronics Ltd (BEL): XX% upside ✨BHEL: XX% upside ✨Coal India: XX% upside ✨Exide Industries: XX% upside ✨GMDC Ltd: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 5310 engagements
"✨Garden Reach Shipbuilders & Engineers (GRSE): XX% upside ✨HSCL: XX% upside ✨KPIT Technologies: XX% upside ✨NTPC: XX% upside ✨Tata Motors: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 4517 engagements
"🪔Systematix Diwali Long-Term Stock Picks 2025 ✨PNB Housing: XX% Upside ✨Shriram Properties: XX% upside ✨Jana Small Finance Bank: XX% upside ✨Paytm: XX% upside ✨Protean eGov: XX% upside ✨GMR Airports: XX% upside"
X Link @raghavwadhwa 2025-10-13T10:21Z 98.2K followers, 4746 engagements
"✍Waaree Renewable Technologies Ltd 🔹Incorporated in 1999 Waaree Renewables Technologies Ltd is a leading player in Indias clean energy landscape. Focused on power generation through renewable sources and consultancy services Waaree stands as one of the countrys largest vertically integrated new energy companies"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 2895 engagements
"✍Waaree Renewables Technologies Ltd a subsidiary of the Waaree Group leads the Groups Solar EPC business. 🔹The Waaree Group Indias #1 module manufacturer boasts XX GW module & XXX GW cell capacity with ventures in Battery Energy Storage Systems and Green Hydrogen Electrolysers. 🔹Waaree Renewables contributes XX% to the Groups overall profitability"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 2990 engagements
"🔹Module Manufacturing Capacity: XX GW 🔹Cell Manufacturing Capacity: XXX GW 🔹Planned Expansion: Additional X GW ingot-wafer and X GW cell capacity by FY27 🔹Order Book: 49000 crore with 100+ GW pipeline 🔹Operational Footprint: Domestic and international markets"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 1123 engagements
"✍Clientele: 🔹Waaree Renewables serves a diversified clientele across industrial commercial and utility segments partnering with marquee players like Jindal Renewables Greenko NEEPCO and Acciona Energy to execute large-scale solar EPC projects and long-term power supply contracts"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, 1072 engagements
"✍Revenue Split (FY25): 🔹EPC Contracts: XXXX% 🔹Power Sale: XXX% 📌The companys earnings are predominantly driven by its EPC business supported by stable recurring income from power generation assets"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, XXX engagements
"🔹The company is on track to operationalize its X GW ingotwafer cell and module manufacturing facilities by FY27 strengthening vertical integration. 🔹Expansion into battery energy storage systems and green hydrogen manufacturing is progressing as part of its clean energy diversification strategy"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, XXX engagements
"🔹Waaree continues to pursue opportunities in international EPC markets enhancing its global footprint and revenue base. 🔹A robust order pipeline and focus on execution excellence are expected to drive sustained value creation and reinforce the companys leadership in the renewable energy sector"
X Link @raghavwadhwa 2025-10-14T10:56Z 98.2K followers, XXX engagements
"🗞Breaking News ⚡Google to invest $XX billion in an AI Hub in Visakhapatnam partnering with Adani to build one of Indias largest data centers ⚡Data Centre Value Chain and its Companies A Detailed Thread.🧵👇"
X Link @raghavwadhwa 2025-10-15T12:15Z 98.2K followers, 20.8K engagements
"👉Listed Indian companies involved in data center renewable energy solutions: 🔶Tata Power Company Ltd 🔶Adani Green Energy Ltd 🔶Waaree Renewable Ltd"
X Link @raghavwadhwa 2025-10-15T12:16Z 98.2K followers, 1572 engagements
"🔸In 2024 India recorded XXXX lakh crore in festive spending (Diwali + Dussehra) which could have added over XXXXX lakh crore to India's national income through the multiplier effect - close to XX% of India's nominal GDP"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, 1289 engagements
"2Macro Tailwinds: The Perfect Backdrop for a Consumption Boom 🔶India: The Fastest-Growing Major Economy 🔹Indias real GDP growth is projected at 6.46.6% in FY2526 making it the fastest-growing large economy globally. Unlike export-driven nations Indias growth is domestically consumption-ledprivate consumption forms XX% of GDP"
X Link @raghavwadhwa 2025-10-16T08:53Z 98.2K followers, 1293 engagements
"💰Parag Parikh Flexi Cap Fund 💰Top Stocks Bought and Sold by the Mutual Fund in Recent Months A thread.🧵👇"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 38.8K engagements
"✍Top Stocks Bought Last Month: 🔶HDFC Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 9668 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4574 engagements
"🔶Power Grid Corporation of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 7172 Cr 🔶Kotak Mahindra Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4823 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4308 engagements
"🔶Maruti Suzuki India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4322 Cr 🔶Mahindra & Mahindra Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 4227 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4238 engagements
"🔶Axis Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 3761 Cr 🔶Cipla Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1501 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 4080 engagements
"🔶DLF Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Steel Authority Of India Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3563 engagements
"🔶Punjab National Bank: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Tata Steel Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3476 engagements
"🔶Indusind Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr 🔶Bandhan Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3424 engagements
"✍Top Stocks Sold Last Month: 🔶Bajaj Holdings & Investment Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 6514 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3056 engagements
"🔶ICICI Bank Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5690 Cr 🔶ITC Limited: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 5449 Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 3069 engagements
"🔶Infosys Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 1341 Cr 🔶Balkrishna Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2677 engagements
"🔶Reliance Industries Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Narayana Hrudayalaya Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2644 engagements
"🔶ICRA Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr 🔶Tata Consultancy Services Ltd: 🔹Deduction: -XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link @raghavwadhwa 2025-10-18T08:54Z 98.2K followers, 2590 engagements
"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only"
X Link @raghavwadhwa 2025-10-18T09:23Z 98.2K followers, 3551 engagements
/creator/x::raghavwadhwa