# ![@vishan_29 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::801744100575694848.png) @vishan_29 Vishan

Vishan posts on X about india, key, growth, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::801744100575694848/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:interactions.svg)

- [--] Week [-------] +75%
- [--] Month [-------] +26%
- [--] Months [---------] +106%
- [--] Year [---------] +90%

### Mentions: [--] [#](/creator/twitter::801744100575694848/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:posts_active.svg)

- [--] Month [--] -27%
- [--] Months [---] +94%
- [--] Year [---] +263%

### Followers: [------] [#](/creator/twitter::801744100575694848/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:followers.svg)

- [--] Week [------] +0.63%
- [--] Month [------] +1.90%
- [--] Months [------] +50%
- [--] Year [------] +113%

### CreatorRank: [-------] [#](/creator/twitter::801744100575694848/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801744100575694848/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.9% [countries](/list/countries)  28.81% [currencies](/list/currencies)  8.47% [stocks](/list/stocks)  6.78% [technology brands](/list/technology-brands)  5.93% [premier league](/list/premier-league)  #2277 [musicians](/list/musicians)  0.85%

**Social topic influence**
[india](/topic/india) 27.12%, [key](/topic/key) 21.19%, [growth](/topic/growth) #2319, [ai](/topic/ai) 17.8%, [grow](/topic/grow) 16.95%, [global](/topic/global) #2642, [sector](/topic/sector) 12.71%, [market](/topic/market) 11.02%, [data center](/topic/data-center) #156, [profits](/topic/profits) 11.02%

**Top accounts mentioned or mentioned by**
[@dhawaldoshi5](/creator/undefined) [@vishankhadke](/creator/undefined) [@dynamicinvstr](/creator/undefined) [@deepak4748](/creator/undefined) [@paresh_pisipati](/creator/undefined) [@swing_blaster](/creator/undefined) [@robertivanhoe](/creator/undefined) [@ashishmeher7](/creator/undefined) [@akash17971](/creator/undefined) [@indiantechguide](/creator/undefined) [@ssage82827](/creator/undefined) [@abhishek25glt](/creator/undefined) [@trendspark420](/creator/undefined) [@pkjat340](/creator/undefined) [@gazeobserver](/creator/undefined) [@grok](/creator/undefined) [@anvith](/creator/undefined) [@vishan29](/creator/undefined) [@rahuja671](/creator/undefined) [@dealsdhamaka](/creator/undefined)

**Top assets mentioned**
[GE Vernova Inc. (GEV)](/topic/$gev) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Indian Power Transmission Sector 🚀 Govt capex is expected to 2x from [----] L Cr in [----] to [----] L Cr in [----] 🔥🔥 Major Cost Levers in Transmission 🔴 Transformers 10% 🔴 Tower 20-30% 🔴 Cables Wires 25-30% Indian HVDC infra was [-----] MV in [----] which would increase to [-----] MV by [----] 🔥 Indian switchgear market is expected to grow 1.5x from [--] Bn USD in [----] to [--] Bn USD in [----] 🔥 Many listed companies to benefit from this. #transmission #power #India #silchar #advait #apar #kceil #taril #voltamp #pigl"  
[X Link](https://x.com/vishan_29/status/1866701922461212727)  2024-12-11T04:29Z 10.5K followers, 15.9K engagements


"Data Centers - A USD [--] Trillion global opportunity till [----] 🔥🔥 🧵 Read the complete thread below 👇 [--] GW (2023) - [---] GW (2030) at 22% CAGR 🔄 Retweet &🔖Bookmark for future reference. Follow @vishan_khadke for more such updates #datacenters #DataCenter Indian Data Center Industry 🚀🚀 Cumulative investments in data centres to exceed $100 Bn by [----] with [--] Bn USD coming in the next [--] years 🔥🔥🔥🔥 🔶The Indian Gen AI market is expected to grow at a 28% CAGR from [----] to [----] from [---] billion USD to [--] billion USD (5x). It https://t.co/HNIBk8hfD2 Indian Data Center Industry 🚀🚀"  
[X Link](https://x.com/vishan_29/status/1963608244846563366)  2025-09-04T14:21Z 10.5K followers, 162.8K engagements


"Datacenters [--]. DC Operators & Infra - Anantraj Technoelectric Black Box [--]. Computing - Netweb [--]. Cloud - E2E Networks [--]. Power Infra - TD Power Siemens ABB Hitachi GE Vernova [--]. Cooling - Voltas KRN Heat Exchanger MEGA DATA CENTRE BREAKDOWN POST 🔥🔥🔥 [----] Tax Breaks & 15% Safe Harbour: Indias Data Centre Mega Opportunity 🔥🔥 Top [--] Data Center & Proxy Stocks Powering Indias Data Center Expansion 🔥👇 [--] Core Infrastructure & Connectivity Anant Raj: Rapidly pivoting from real estate https://t.co/IRapCFqARI MEGA DATA CENTRE BREAKDOWN POST 🔥🔥🔥 [----] Tax Breaks & 15% Safe Harbour: Indias Data"  
[X Link](https://x.com/vishan_29/status/2022612421194785262)  2026-02-14T10:02Z 10.5K followers, 18.3K engagements


"Copper - [---] Mn MT of copper needs to be mined over the next [--] years and thats without factoring in AI expansion or electric vehicles just to sustain a modest 3% global GDP growth. Source - @robert_ivanhoe https://twitter.com/i/web/status/2022719611318448486 https://twitter.com/i/web/status/2022719611318448486"  
[X Link](https://x.com/vishan_29/status/2022719611318448486)  2026-02-14T17:08Z 10.5K followers, [----] engagements


"EFC Ltd Q3FY26 Results - Good Revenues - 52% YoY & 6% QoQ PAT - 54% YoY & 10% QoQ Rental & Interior business grew 40% & 76% YoY resp 👏 https://twitter.com/i/web/status/2022696583712903630 https://twitter.com/i/web/status/2022696583712903630"  
[X Link](https://x.com/vishan_29/status/2022696583712903630)  2026-02-14T15:37Z 10.5K followers, [----] engagements


"If [----] proved anything its this - relying only on Indian equities isnt enough. Gold and silver played an important role in balancing portfolios. Keeping around 1020% in precious metals can act as a cushion during uncertain times. It was also a reminder that investing across the US and other global markets helps reduce risk and build a more resilient portfolio. Hoping [----] to be better than [----] for Indian markets"  
[X Link](https://x.com/vishan_29/status/2023044303300579745)  2026-02-15T14:38Z 10.5K followers, [----] engagements


"Indian IT Firms Semiconductor Push 🔥🔥 🟩 Key Updates Top IT firms in India - Wipro Infosys HCL Cyient L&T Mindtree TCS are diversifying into electronics and semiconductors amid industry uncertainty Diversification into semiconductors seen as a protective move against cyclical downturns and global supply chain risks They are using R&D strength engineering and design expertise and strategic acquisitions to invest in segments of the semiconductor value chain ✅ Major Deals and Expansion Wipro bought Harmans Digital Transformation Solutions unit for $375 million; multi-year strategic tie-up with"  
[X Link](https://x.com/vishan_29/status/1967452203687493886)  2025-09-15T04:55Z 10.5K followers, 14.7K engagements


"Few themes which look good Data Centres Anantraj Technoelectric KRN Heat Exchanger TD Power EMS Syrma Kaynes Defence & Shipbuilding Astra Microwave Apollo Microsystems GRSE Krishna Defence T&D Transrail Skipper Shilchar Atlanta Electricals Advait Recycling Gravita POCL Add more names which look good. No reco. Budget 2026: [--] Powerful Themes with Multi-Year Tailwinds [--] Stocks to Study 🔥🔥🔥 THEME 1: DATA CENTRES & PROXY PLAYERS Anant Raj Netweb RailTel TD Power Bondada Hitachi Energy Cummins India Black Box KRN Heat Exchanger Allied Digital Services GE Vernova T&D KEI Industries"  
[X Link](https://x.com/vishan_29/status/2018663549581791393)  2026-02-03T12:31Z 10.5K followers, 48.8K engagements


"Atlanta Electricals Q3FY26 Concall Highlights [--]. Order Book - [----] Cr as of Dec'25 & order pipeline of 10K Cr with 10-15% success rate [--]. Capacity Expansion - 16k MVA to 63k MVA (4x) [--]. Capability of manufacturing transformers upto [---] kV [--]. 220+ kV transformers will lead to margin expansion [--]. Execution visibility of [---] years (current orders) [--]. Order Intake - 600-700 Cr per quarter [--]. Demand due to BESS Datacenters to increase here on [--]. Financing costs to decline from Q4 onwards [--]. No pricing pressure for next 3-4 years Atlanta Electricals Q3 FY26 Concall (35 Minute Investor Read) 🔥📑🔥"  
[X Link](https://x.com/vishan_29/status/2019375163347960045)  2026-02-05T11:38Z 10.5K followers, [----] engagements


"Gravita Q3FY26 Concall Highlights 🔶 Business Volumes (Q3 FY26) Lead: [-----] MT Aluminium: [----] MT Plastic: [----] MT Total: [-----] MT 🔶 Segment EBITDA per MT Lead: 23000/MT Aluminium: 14215/MT Plastic: 10462/MT 🔶 Capacity & Utilization Installed Capacity Current: [----] lakh MT Medium-term target: 7+ lakh MT by FY28 Utilization India plants: 90% Overseas plants: 65% (scrap availability issue) Upcoming Capacity Additions Q4 FY26 Jaipur (Lead): +45000 MT Mundra (Lead): +80000 MT Total upcoming Q4 addition: +125000 MT New Verticals Lithium-ion battery recycling: CTE received; CTO expected shortly"  
[X Link](https://x.com/vishan_29/status/2020127878357348628)  2026-02-07T13:29Z 10.5K followers, 10.1K engagements


"Tracking a few stocks Power T&D - Transrail TARIL Atlanta Shilchar Skipper Datacenters - Anantraj Technoelectric TD Power Netweb PEB - Interarch Hospitals - Yatharth Max Defence - Astra Microwave Apollo Microsystems GRSE Krishna defence Recycling - POCL Gravita EMS - Syrma No reco. DYDD. [--] High-Quality Small-Cap Stocks to Study Closely ❤🔥❤ Quality Power Anant Raj TD Power TARIL Blackbuck Interarch Transrail Krishna Defence Syrma SGS Vintage Coffee V2 Retail Tenneco Clean Netweb Yatharth Hospital Pondy Oxides (POCL) SKM Egg Shilchar Apollo Micro Systems Lumax https://t.co/x4os4JK0lT 37"  
[X Link](https://x.com/vishan_29/status/2020776932070351013)  2026-02-09T08:28Z 10.5K followers, 25.4K engagements


"Gravita - Acquiring Rashtriya Metal Industries Limited (Strategic expansion into Copper recycling) RMIL is a manufacturer of copper alloy products and had turnover of [---] Cr in FY25. Gravita Q3FY26 Concall Highlights 🔶 Business Volumes (Q3 FY26) Lead: [-----] MT Aluminium: [----] MT Plastic: [----] MT Total: [-----] MT 🔶 Segment EBITDA per MT Lead: 23000/MT Aluminium: 14215/MT Plastic: 10462/MT 🔶 Capacity & Utilization Gravita Q3FY26 Concall Highlights 🔶 Business Volumes (Q3 FY26) Lead: [-----] MT Aluminium: [----] MT Plastic: [----] MT Total: [-----] MT 🔶 Segment EBITDA per MT Lead: 23000/MT Aluminium:"  
[X Link](https://x.com/vishan_29/status/2020843478423568683)  2026-02-09T12:53Z 10.5K followers, [----] engagements


"V2 Retail Q3FY26 Concall Highlights FY27 guidance: 810% SSSG 50% revenue growth 150+ stores Reported SSSG 2%; normalized SSSG 12.8% Volume growth 48%; full-price sales 92% [--] stores added in Q3; [---] net adds in 9M Total stores [---] (31.9 lakh sq ft); [---] stores as of call date Q4 target [----] stores; FY27 planned [---] stores New store avg size 1011k sq ft Mature stores at [----] PSF per month New stores (FY25 & FY26) - [------] PSF Company blended target [----] PSF despite expansion Lease tenure reassessment [-----] Cr exceptional gain tax impact [----] Cr Designed gross margin range 2829% (value pricing"  
[X Link](https://x.com/vishan_29/status/2020889790795894849)  2026-02-09T15:57Z 10.5K followers, [----] engagements


"Transrail Q3FY26 Concall Highlights 🔶 Order Book Unexecuted order book [-----] Cr Effective order book incl. L1 [-----] Cr Order mix: 57% domestic / 43% international 🔶 Business Operations Business mix: 90% T&D; balance civil railways poles Geographic order book (approx): India 8000+ Cr Africa [----] Cr SAARC incl. Bangladesh [----] Cr MENA/GCC [------] Cr Bangladesh project: Q3 execution [------] Cr Receivables [---] Cr Balance work [------] Cr Completion target JunJul [----] 🔶 Growth Guidance FY26 revenue guidance 2627% (potential upside if ROW clears) Medium-term growth expectation 2025% CAGR FY26 order"  
[X Link](https://x.com/vishan_29/status/2020897252349534559)  2026-02-09T16:27Z 10.5K followers, [----] engagements


"Sky Gold - Upgraded FY27 Revenue Guidance to [----] Cr 🔥 One of the best compounding stories at play. Key Updates [--]. FY26 Revenue Guidance - [----] Cr [--]. PAT Guidance FY26/27 - 4.25%+ [--]. Cash flow neutral by FY26 & OCF positive by FY27 [--]. FY30 Guidance - 18-19000 Cr [--]. PAT Margin FY30 - 5.25%+ [--]. ROCE FY30 - 27%+ Sky Gold Q3FY26 Results - Great Revenue - 77% YoY & 19% QoQ PAT - 120% YoY & 20% QoQ OPM - 5.73% (vs 5.55% in Q2 FY26 and 4.52% in Q3 FY25) https://t.co/bpagehAHYj Sky Gold Q3FY26 Results - Great Revenue - 77% YoY & 19% QoQ PAT - 120% YoY & 20% QoQ OPM - 5.73% (vs 5.55% in Q2 FY26 and"  
[X Link](https://x.com/vishan_29/status/2021104883584450764)  2026-02-10T06:12Z 10.5K followers, 11.4K engagements


"@Pkjat340 @gaze_observer @DhawalDoshi5 Awesome. Thanks for sharing"  
[X Link](https://x.com/vishan_29/status/2021123012003758591)  2026-02-10T07:24Z 10.5K followers, [---] engagements


"Technoelectric Q3FY26 Results - Good Revenue - 37% YoY & 3.4% QoQ PAT - 24% YoY and 15% QoQ"  
[X Link](https://x.com/vishan_29/status/2021253026225254739)  2026-02-10T16:00Z 10.5K followers, [----] engagements


"Jewellery Retailers - Stellar Set Net Profit Q3FY26 YoY growth Titan - 61% Kalyan - 90% Thangamayil - 119% PN Gadgil - 99% Senco - Pending It's mostly value growth. Volumes have remained low to flat. https://twitter.com/i/web/status/2021258529668321495 https://twitter.com/i/web/status/2021258529668321495"  
[X Link](https://x.com/vishan_29/status/2021258529668321495)  2026-02-10T16:22Z 10.5K followers, [----] engagements


"GNG Electronics Q3FY26 Concall Highlights [--]. Elevated inventory maintained due to global memory shortage; helps margin expansion [--]. FY26 guidance revised upward: Revenue growth: 2830% (earlier 25%) Margin expansion: [------] bps (earlier [--] bps) [--]. New PC prices already up 20% in [--] days [--]. Two new major strategic partnerships with top global + top India distributors [--]. Management expects no margin compression in Q4 unlike previous year [--]. Capacity expanded in UAE (8 facilities) India (Navi Mumbai) & US GNG Electronics Just finished their Q3 earnings call. The headline numbers are impressive"  
[X Link](https://x.com/vishan_29/status/2021544400816664822)  2026-02-11T11:18Z 10.5K followers, [----] engagements


"If I had to choose I would go with Defence Datacenter AI Power T&D Recycling and Coworking Spaces. I see good potential in all of them then going all in on a single theme. Hey @grok Youve got [--] crore 💰 Only one sector allowed. Locked in till [----]. Whats your pick 🤔 And give your top [--] stock bets from that sector. [--] Defence [--] Metals [--] Auto [--] Power transmission & distribution [--] Data centers & AI https://t.co/2OtLILlCNz Hey @grok Youve got [--] crore 💰 Only one sector allowed. Locked in till [----]. Whats your pick 🤔 And give your top [--] stock bets from that sector. [--] Defence [--] Metals [--] Auto 4"  
[X Link](https://x.com/vishan_29/status/2021598573293371719)  2026-02-11T14:53Z 10.5K followers, [----] engagements


"@Anvith_ 50% CAGR for [--] years 👏"  
[X Link](https://x.com/vishan_29/status/2021986920147157210)  2026-02-12T16:37Z 10.5K followers, [---] engagements


"@AshishMeher7 Selling and buying right makes or break the goals for wealth"  
[X Link](https://x.com/vishan_29/status/2023077148333052285)  2026-02-15T16:49Z 10.5K followers, [---] engagements


"Vintage Coffee Q3FY26 Concall Highlights 🔶 Business Drivers & Mix Volume + Realisation growth from: Higher share of consumer packs (tins jars doy packs) Improved product mix (agglomerated granulated coffee) Sales Mix Shift: [--] years ago: 85% bulk / 15% consumer Now (Q3): 60% consumer packs / 40% bulk Target: 6570% consumer / 3035% bulk Bulk vs Consumer Packs Impact: Consumer packs contribute higher EBITDA/ton 🔶 Capacity Expansion Existing Capacity Current: [----] MTPA Operating at full utilisation Upcoming Capacity Spray & Agglomerated Additional [----] MTPA (Capex [--] Cr via internal accruals)"  
[X Link](https://x.com/vishan_29/status/2021177118533746917)  2026-02-10T10:59Z 10.5K followers, [----] engagements


"Datacenters and Minerals Copper and critical minerals demand bound to increase exponentially in coming years due to datacenters. A Microsoft baby datacenter requires 21.7L kg Copper 2.2K kg Gold and 6.4K kg Silver. Good times for minerals and metals. Source - @robert_ivanhoe Copper - [---] Mn MT of copper needs to be mined over the next [--] years and thats without factoring in AI expansion or electric vehicles just to sustain a modest 3% global GDP growth. Source - @robert_ivanhoe https://t.co/2SBRXzfes2 Copper - [---] Mn MT of copper needs to be mined over the next [--] years and thats without"  
[X Link](https://x.com/vishan_29/status/2023052066562916761)  2026-02-15T15:09Z 10.5K followers, [----] engagements


"Coworking Spaces - India to host 2500-3000 GCCs by [----] from [----] currently 35% of current Grade A stock is occupied by GCCs Bangalore Hyderabad and Chennai have 75% of GCCs Cost efficiency demographic advantage are few factors for GCCs opening offices in India Bullish on Smartworks EFC Ltd & Awfis. No reco. Key Points on GCC and Real Estate - Panel Discussion Data Points: 🔹80 million sq ft leased in CY25 🔹Out of [--] Mn sq ft 35% occupied by GCCs 🔹90 msf Grade A stock; [---] msf occupies by GCCs 🔹GCC Count: [----] today [--------] by CY3132 🔹30 msf incremental absorption in"  
[X Link](https://x.com/vishan_29/status/2023095195680776572)  2026-02-15T18:00Z 10.5K followers, [----] engagements


"Tracking a couple of them and all of them posted great results. Coffee - Vintage Coffee Recycling - Pondy Oxide Defence - Apollo Microsystems Retailer - V2 Retail Hospitals - Yatharth Datacenters - Netweb PEB - Interarch No reco. Do your due diligence. Follow @vishan_29 for more updates. Quality Stocks Now Available Near [---] EMA Study Opportunity Not Hype 🔥👏 Apollo Micro Systems Vintage Coffee Pondy Oxides Advait Energy V2 Retail Aditya Vision Netweb Fedbank Financial Services Kernex Microsystems Yatharth Hospital Eternal Interarch Narayana Hrudayalaya https://t.co/kXAHD7WD9c Quality Stocks"  
[X Link](https://x.com/vishan_29/status/2023377087424516191)  2026-02-16T12:41Z 10.5K followers, [----] engagements


"Anant Raj - Real Estate + Datacenter Beast 🔥 🚀 Want more one-pager insights like this Follow 👉 @vishan_khadke Read the complete analysis 👇 🟩 Overview Presence: [--] years legacy; active in Delhi-NCR and [--] key states. Land Bank: [---] acres debt-free prime locations. Completed Projects: 9.96msf (residential commercial) Data Center Capacity: 28MW (operational). Plans to grow to 307MW by [----]. 🟩 Financials Q1 FY26 Revenue: 592Cr (+26% YoY) Q1 FY26 EBITDA: 161Cr (+42% YoY); Margin: 27% 🔥 FY25 Revenue: 2060Cr (+39% YoY) FY25 EBITDA: 532Cr (+43% YoY) 🟩 Market Opportunity Real Estate Indian RE"  
[X Link](https://x.com/anyuser/status/1957335997450223696)  2025-08-18T06:57Z 10.5K followers, 54.6K engagements


"Astra Microwave - Defence Aerospace and Space Electronics Powerhouse 🔥 💡 Want more one-pagers like this Follow 👉 @vishan_khadke Trades at FY26 PE - 63x 🟩 Technology & Offerings Designs and manufactures cutting-edge Defence Aerospace and Space electronics systems progressing from modules to advanced full systems Specialist capabilities in radar electronic warfare (EW) strategic systems and MMIC chip development (GaN & GaAs up to [--] GHz) 🟩 Infrastructure & Expertise [------] sq. ft. R&D and manufacturing facilities across six units 30+ years of expertise in radar EW and strategic electronics"  
[X Link](https://x.com/anyuser/status/1969652535909892375)  2025-09-21T06:38Z 10.5K followers, 23.6K engagements


"Advait Infra - Futuristic 🔥 The company is into power transmission green hydrogen and carbon consultancy services Product Portfolio Power Transmission -Optical fibres - ACS wire - Stringing tools - Emergency restoration system Read the complete🧵👇 (1/n) #advait"  
[X Link](https://x.com/vishan_29/status/1797536434624365048)  2024-06-03T07:50Z 10.5K followers, 36.3K engagements


"Anant Raj - Datacenter Stock ⚡⚡ Dominant RE player in Delhi NCR Preferred contractor for govt projects Portfolio comprises of Residential (Townships Affordable housing) and Commercial (Datacenter IT parks Hospitality Warehouse et.) Read 🧵👇 (1/n) #anantraj"  
[X Link](https://x.com/vishan_29/status/1799350463265153182)  2024-06-08T07:59Z 10.5K followers, 46.8K engagements


"Indian Data Center Industry Research 🔥🔥 - One of the fastest growing markets & ranked 14th globally - [---] datacenters in India with US ranked #1 with [----] - India has [---] Mn internet users (2x US & 12x UK) Read thread below (1/n) Source: Colliers-CII #datacenter"  
[X Link](https://x.com/vishan_29/status/1799482294752993728)  2024-06-08T16:43Z 10.5K followers, 296.2K engagements


"Green Hydrogen Theme 🔥🔥 H2 has been identified as a key enabler to achieve global targets to limit increase in temperature and foster low GHG emission. (1/n) Read complete 🧵 👇 Follow like and repost for more such detailed content 🔥 Source: EY #hydrogen #greenhydrogen"  
[X Link](https://x.com/vishan_29/status/1802035512896889032)  2024-06-15T17:48Z 10.5K followers, 81.3K engagements


"Warehousing Sector 🔥🔥 A thread 🧵👇 Indias warehousing sector experienced a remarkable growth in [----] with a year-on-year increase of 15% in the total warehousing stock across Grade A and B spaces reaching a total of [---] Mn sq ft. (1/n) #logistics #warehousing"  
[X Link](https://x.com/vishan_29/status/1804190195144888517)  2024-06-21T16:30Z 10.5K followers, 59.1K engagements


"Sector wise opportunity for next [--] years (2024-2047) compared to last [--] years (2000-2023) 🔥 [--]. EMS - USD [--] Bn to [----] Bn (45x) [--]. Chemicals - USD [--] Bn to [---] Bn (19x) [--]. Defence - USD [--] Bn to [---] Bn (10x) [--]. Pharma - USD [--] Bn to [---] Bn [--]. Auto 8x [--]. Textile 7x Huge opportunity in EMS amongst the [--] sectors listed above. 🔥🔥 EMS players #kaynes #dixon #avalon #syrma #amber #pgelectroplast Credits: @rahuja671 #ems"  
[X Link](https://x.com/vishan_29/status/1804759036698734969)  2024-06-23T06:10Z 10.5K followers, 108.9K engagements


"Artificial Intelligence (AI) Power and Water - An unbreakable bond 🔥🔥 Energy consumption of AI industry is expected to be 10x by [----]. 💥 Mind boggling figures below 🧐 🎯 Some facts on energy consumption while using AI Every single query on ChatGPT consumes [---] Wh energy Google search consumes [---] Wh Computational needs to run AI is rising every [---] days Data power consumption is expected to increase [---] Terra Wh between 2023-2030 8% of total power was consumed by AI in [----] and is expected to reach 15-20% by [----] 🎯 Some facts on water consumption while using AI Running 10-50 ChatGPT 3.0"  
[X Link](https://x.com/vishan_29/status/1805485291798675825)  2024-06-25T06:16Z 10.5K followers, 83.2K engagements


"EMS and Semiconductor Sector - [--] L Cr investment in next [--] years 🚀🚀💯 According to CII their exists a huge market for Electronics industry estimates at $500 Bn by [----]. India has a domestic market of USD [---] Bn while export opportunity of USD [--] Bn. The PLI scheme and promotion of manufacturing electronics in India by the government has boosted this sector. 🔥🔥 Some companies with the planned investments in next [--] years. [--]. Vedanta - [---] L Cr [--]. Micron [-----] Cr [--]. Tata - [----] L Cr [--]. CG Power - [----] Cr [--]. Foxconn - [-----] Cr [--]. Kaynes - [----] Cr [--]. Dixon - 1500-1800 Cr [--]. Amber - [---] Cr"  
[X Link](https://x.com/vishan_29/status/1806170410129699274)  2024-06-27T03:39Z 10.5K followers, 28.1K engagements


"Datacenter Theme ⚡⚡ Anant Raj stands out with almost 3x EBITDA from FY24 to FY26 and FY26 forward PE of just [--]. 🔥🔥 Good bet on datacenter comparing growth of different companies in the sector. 🎯 Technoelectric and Netweb are expected to 2-2.5x their EBITDA with FY26 forward PE of [--] and [--] respectively. ⚡⚡ Netweb is expected to be at premium valuation considering AI server demand and it's partnership with Nvidia AMD Intel.💯 E2E Networks can also grow leaps and bounds seeing the potential of cloud and hyperscalers in the coming years. Disc: Not a buy sell reco Source: DAM Capital #netweb"  
[X Link](https://x.com/vishan_29/status/1809195399728775355)  2024-07-05T11:59Z 10.5K followers, 67.5K engagements


"Datacenters 🔥🔥🔥 Some facts related to it. [--]. Current installed capacity - [---] MW [--]. Demand by [----] - [----] MW (almost 2x in [--] years 👌) [--]. Internet user base - [----] Bn [--]. Mobile app usage - [---] Bn minutes [--]. Data usage - [--] GB per user per month 🔥 [--]. Smartphone penetration - 71% Rapid digitalization 5G AI tech infra would require datacenters to cater to requests 🔥🔥🔥🔥 Huge demand incoming #anantraj #technoelectric #datacenters #ai #5g #india Indian Data Center Industry Research 🔥🔥 - One of the fastest growing markets & ranked 14th globally - [---] datacenters in India with US ranked #1"  
[X Link](https://x.com/vishan_29/status/1811613813932011995)  2024-07-12T04:09Z 10.5K followers, 26K engagements


"EV Charging - Exicom Industry expected to grow from 13-14 Bn in FY24 to 90-95 Bn by FY28. ⚡Residential- [---] Bn to [--] Bn (7x in [--] yrs) - 60% mkt share ⚡Public- [--] Bn to [--] Bn (5x in [--] yrs) - 25% mkt share Huge opportunity for next [--] yrs. 🎯 (1/n) #Exicom"  
[X Link](https://x.com/vishan_29/status/1813264558993084563)  2024-07-16T17:28Z 10.5K followers, 48.9K engagements


"Kaynes Tech - Q1 FY25 Results Great YOY 🔥 & avg QOQ. Historically the Q1 is lower than Q4. Revenues- [---] Cr vs [---] Cr (74% yoy) Profits - [--] Cr vs [--] Cr (100% yoy) Revenues- [---] Cr vs [---] Cr (20% 🔻 qoq) Profits - [--] Cr vs [--] Cr (38% 🔻 qoq) #kaynes Kaynes Tech It is a leading integrated IoT solutions provider with presence in multiple sectors such as automobile railways aerospace etc. They offer end to end services from - design to manufacturing to services. Sectors [--]. Railway [--]. Aerospace [--]. Industrial & EV (1/n) https://t.co/o6UecyIZlE Kaynes Tech It is a leading integrated IoT solutions"  
[X Link](https://x.com/vishan_29/status/1816843920061685769)  2024-07-26T14:32Z 10.5K followers, 45.7K engagements


"Kaynes - Update Kaynes acquired land in Gujarat for advanced OSAT project worth 5K Cr while Telangana plant being made with 3k Cr will have couple of chip assembly lines. Aiming for [--] lines with [--] Bn chips/yr in [--] years 🔥🔥 Expect 3.5K Cr rev by [----] from OSAT🔥 #kaynes Kaynes Tech - Q1 FY25 Results Great YOY 🔥 & avg QOQ. Historically the Q1 is lower than Q4. Revenues- [---] Cr vs [---] Cr (74% yoy) Profits - [--] Cr vs [--] Cr (100% yoy) Revenues- [---] Cr vs [---] Cr (20% 🔻 qoq) Profits - [--] Cr vs [--] Cr (38% 🔻 qoq) #kaynes https://t.co/aAcvvclFDE Kaynes Tech - Q1 FY25 Results Great YOY 🔥 & avg"  
[X Link](https://x.com/vishan_29/status/1824694878145757322)  2024-08-17T06:28Z 10.5K followers, 55.9K engagements


"Anantraj- Excellent Q2 Results 👌 Great YOY and QOQ. Revenues- [---] Cr vs [---] Cr (54% yoy) Profits - [---] Cr vs [--] Cr (74% yoy) Revenues- [---] Cr vs [---] Cr (9% qoq) Profits - [---] Cr vs [--] Cr (16% qoq) #anantraj Anant Raj - Q1 FY25 Results Great YOY 🔥 & good QOQ. Revenues- [---] Cr vs [---] Cr (48% yoy) Profits - [--] Cr vs [--] Cr (82% yoy) Revenues- [---] Cr vs [---] Cr (6% qoq) Profits - [--] Cr vs [--] Cr (8.3% qoq) #anantraj https://t.co/K8mkY1RP5C Anant Raj - Q1 FY25 Results Great YOY 🔥 & good QOQ. Revenues- [---] Cr vs [---] Cr (48% yoy) Profits - [--] Cr vs [--] Cr (82% yoy) Revenues- [---] Cr vs [---] Cr (6% qoq)"  
[X Link](https://x.com/vishan_29/status/1850928715242602643)  2024-10-28T15:52Z 10.5K followers, 19.7K engagements


"KRN Heat Exchanger - Major growth drivers 🔥 INDIAN Heat Exchanger market - To grow 2.5x from $1.4 Bn in [----] to $3.1 Bn by [----]. CAGR 11.5% 👌 🟩 Has a stable and global clientele 🟩 Global presence in North America and Europe with 19% revenues from export 🟩 Undergoing [---] Cr capex from IPO proceeds which would increase capacity to 6x 🟩 Tough industry to operate due to high quality requirements 🟩 Proxies to growth (Indian market) [--]. Air Conditioning - To grow 4x from $3.3 Bn in [----] to $11.7 Bn in [----]. CAGR of 15% [--]. HVAC - To grow 3.5X from $9 Bn in [----] to $30-33 Bn in [----]. CAGR of"  
[X Link](https://x.com/vishan_29/status/1858916667755294770)  2024-11-19T16:54Z 10.5K followers, 36.1K engagements


"Indian Healthcare Sector 🔥 A long way to go with good growth prospects 🚀 🟩 Revenue of major hospitals is expected to grow at a 13% CAGR from 37K Cr in FY24 to 54K Cr in FY27🔥 🟩Avg Rev per Occupied BEd (ARPOB) is expected to grow from 55K in FY25 to 62K in FY27 🟩Currently Max has the highest ARPOB which is 76k followed by Global Health at 62k 🟩Occupancy wise also Max beats others with 75% occupancy followed by 68% at Aster & 65% for Apollo 🟩Indian treatment cost is 60% cheaper compared to other countries 🚀🚀 🟩Avg EV/EBITDA to remain at [--] for FY27 while ROE & ROIC stand at 16% & 21%"  
[X Link](https://x.com/vishan_29/status/1866852823947952318)  2024-12-11T14:29Z 10.5K followers, 149.5K engagements


"Indian Data Center Industry 🚀🚀 Cumulative investments in data centres to exceed $100 Bn by [----] with [--] Bn USD coming in the next [--] years 🔥🔥🔥🔥 🔶The Indian Gen AI market is expected to grow at a 28% CAGR from [----] to [----] from [---] billion USD to [--] billion USD (5x). It would lead to an incremental USD [---] Bn in GDP by 2029-30. 🔶India has a [----] GW DC capacity spread across [--] Mn sq. ft of land. 49% of the total capacity is in Mumbai followed by 18% in Chennai & 13% in Delhi NCR. - Indicating huge growth potential in other Tier [--] & [--] cities in upcoming years 🔶Indian DC market to reach 2"  
[X Link](https://x.com/vishan_29/status/1867215532002553909)  2024-12-12T14:30Z 10.5K followers, 126K engagements


"Blackstone expects 5x growth in Datacenters in India 🔥🔥 It is building a [--] MW DC in Navi Mumbai and is expected to complete in next [---] years. The business is highly capital intensive due to power and land requirements alongwith finances. [--] Cr per MW is the cost of building a DC. #blackstone #datacenter #ai #cloud #data #anantraj #e2enetworks #Technoelectric #abb #Schneider #blackbox Indian Data Center Industry 🚀🚀 Cumulative investments in data centres to exceed $100 Bn by [----] with [--] Bn USD coming in the next [--] years 🔥🔥🔥🔥 🔶The Indian Gen AI market is expected to grow at a 28%"  
[X Link](https://x.com/vishan_29/status/1869250183407530236)  2024-12-18T05:15Z 10.5K followers, 82.7K engagements


"Data localisation- Huge demand for data centers coming up 🔥 The regulation is aimed at striking a balance between innovation and regulation while protecting individual's right to privacy. Data center companies to be in focus 🚀 Anantraj E2E Networks Aurion pro Orient Tech Technoelectric ABB Schneider And many more #datacenters #anantraj #e2enetworks #Technoelectric #india"  
[X Link](https://x.com/vishan_29/status/1875722785085125049)  2025-01-05T01:55Z 10.5K followers, 15K engagements


"Stocks worth studying in this fall with good growth guidance. Sector with % Down from ATH 🟩 Sky Gold (B2B Gold) - 24% 🟩 Emerald Finance (Credit/ Lending) - 12% 🟩 E2E Networks (AI and Cloud) - 27% 🟩 EMS Ltd (Waste water treatment) - 20% 🟩 Salzer Electronics (Smart Meters) - 16% 🟩 EFCIL (Office spaces) - 16.5% 🟩 AWFIS (Office space) - 23% 🟩 KPI Green (Solar EPC) - 30% 🟩 KRN Heat Exchanger (HVAC) - 15% 🟩 Yatharth Hospitals- 20% 🟩 Nibe (Defence) - 28% 🟩 Gravita India (Waste recycling) - 19% 🟩 Angel One (Broking) - 21% Comment other stocks which you think are down more than 15% from"  
[X Link](https://x.com/vishan_29/status/1876273573083349055)  2025-01-06T14:24Z 10.5K followers, 46.1K engagements


"Power T&D - Multi Decadal theme with [---] Trillion USD Capex in [--] years 🔥🔥 Solar capacity- 3.5x in [--] years Wind capacity - 3.3x in [--] years CAGR of 15% 🔥 Growth Drivers 🟩 6x AI energy consumption 👌 🟩 EV adoption 🟩 Green H2 requires [---] GW power 🟩 Data center 🚀 FY24 - 50E Capex in USD Bn with share in total capex 🟩 Solar - [---] (41%) 🟩 Transmission- [---] (31%) Transmission lines to increase by 20% while substation capacity by 50% Companies to benefit 🟩 Transformers- Indotech TRIL Silchar etc 🟩 Towers - Skipper Advait etc 🟩 Cables - Dynamic Cables KEI Industries Delton Polycab etc 🟩"  
[X Link](https://x.com/vishan_29/status/1876634688674029986)  2025-01-07T14:19Z 10.5K followers, 24.8K engagements


"E2E Networks - Shortlisted for Indian Govt AI compute initiative 🚀🔥🔥 🟩 The objective is to make GPU access affordable and overcome the high costs of infra procurement 🟩 E2E has been shortlisted along with Yotta Jio Tata Communications etc. 🟩 The companies need to install min [----] GPUs in [--] months of signing the agreement 🟩 Govt has earmarked 5K Cr from the total 10k Cr budget #e2enetworks"  
[X Link](https://x.com/vishan_29/status/1877199649183822070)  2025-01-09T03:44Z 10.5K followers, 30.3K engagements


"Gravita India - Buy call from Antique with Target Price of [----] with 47% upside 🔥 Rationale [--]. Huge capex going on till FY27 of [---] Cr with [---] Cr existing vertical and rest new vertical [--]. [----] Cr fund raise to fund debt and WC reqmt. [--]. Rubber and Li-ion plants to be operational in FY26 in India [--]. Entering into steel and rPET food recycling business Good growth story 🔥🚀 #gravitaindia Gravita India - Q2 Results decent Revenues- [---] Cr vs [---] Cr (11% yoy) Profits - [--] Cr vs [--] Cr (24% yoy) Revenues- [---] Cr vs [---] Cr (2% qoq) Profits - [--] Cr vs [--] Cr (6% qoq) #gravitaindia"  
[X Link](https://x.com/vishan_29/status/1877357447435923916)  2025-01-09T14:11Z 10.5K followers, 25.6K engagements


"Kaynes Tech - Motilal Oswal has given a Buy with an upside of 31% with TP [----] 🚀🚀 Long way to go for Kaynes #kaynes Kaynes Tech - 5% up 🔥 👌 New ATH. Enough potential to grow 🚀 #kaynes https://t.co/g8tttqPiJI Kaynes Tech - 5% up 🔥 👌 New ATH. Enough potential to grow 🚀 #kaynes https://t.co/g8tttqPiJI"  
[X Link](https://x.com/vishan_29/status/1877362307187003501)  2025-01-09T14:30Z 10.5K followers, 29.8K engagements


"Shakti Pumps - [--] L pumps to be solarised in [--] months in Maharashtra 🔥🔥 Let's calculate the revenue potential. Assuming that out of 35L pumps only 11.5L or 33% are fitted with each pump costing 3L (considering the low efficiency of the govt.) Case 1: Market share - 30% - 3.45L Pumps Revenues = [-----] Cr Case 2: Market Share - 20% (Realistic as per presentation) - 2.3L pumps Rev - [----] Cr Case 3: Market Share - 15% - 1.7L Pumps Rev - [----] Cr FY24 Rev - [----] Cr FY25e Rev - [----] Cr Going ahead with Case [--] Rev - [----] Cr PAT - 20% margin - [----] Cr On top of this they are raising [---] Cr 🔥 PE -"  
[X Link](https://x.com/vishan_29/status/1877988583518474583)  2025-01-11T07:59Z 10.5K followers, 119.9K engagements


"Kaynes Tech - To become a fully-integrated EMS company by FY26🔥🔥 Kaynes is a diversified EMS company with a presence in railways industrials medical defence etc. and doing backward integration. A multi-bagger company 🔥🔥 🟩Expects 8K Cr revenues in FY28. FY24 - [----] Cr & FY25e - [----] Cr (100% YoY increase)🔥🚀 🔴🔴Trades at [--] PE FY26 & [--] PE FY27. If it can walk the talk it would get 80-100 PE considering the EMS sector tailwinds for at least 3-4 years. 🟩New segments - [--]. Smart meters [--]. KAVACH [--]. PCB & OSAT [--]. Smart meters - Kaynes aims for 15-20% market share with the opportunity of"  
[X Link](https://x.com/vishan_29/status/1878332149885182105)  2025-01-12T06:44Z 10.5K followers, 28.5K engagements


"E2E Networks and Orient Tech - Showcased solutions for AI Mission 🔥 [--] out of [--] companies were invited for technical presentation and now commercial bids will be opened for qualified bidders. Let's watch this space for more updates 😃 #e2enetworks #orienttech #ai #gpu E2E Networks - Shortlisted for Indian Govt AI compute initiative 🚀🔥🔥 🟩 The objective is to make GPU access affordable and overcome the high costs of infra procurement 🟩 E2E has been shortlisted along with Yotta Jio Tata Communications etc. 🟩 The companies need to https://t.co/VnmCYCSEXa E2E Networks - Shortlisted for"  
[X Link](https://x.com/vishan_29/status/1879017941997588616)  2025-01-14T04:09Z 10.5K followers, 60.7K engagements


"@DealsDhamaka How is this criteria defined You can get tshirt for [---] and jeans for [----] as well"  
[X Link](https://x.com/vishan_29/status/1879387781258224107)  2025-01-15T04:38Z 10.5K followers, 29.9K engagements


"EFC (I) Ltd - Exponential growth ahead. 🚀 One of the leading players in Coworking space🔥🔥 Targeting 4x Revenues by FY27 (1700 Cr) over FY24 and 1.9x FY24 Revenues in FY25 🚀🔥 🟩 Into co working spaces enterprise spaces asset renting turnkey projects etc. One of top [--] players in this space ✅✅ 🟩 Revenues split - Rental (54%) and Design & build (46%) 🟩 Flex office space mkt projected to grow at 21% CAGR from 29K Cr in [----] to 74K Cr in [----] 🟩 Target to reach 55-75k seats by end of FY25 and aims to add 25-30k seats for next [--] years 🔥 🟩 Rental business to grow at 50% CAGR from FY24-27"  
[X Link](https://x.com/vishan_29/status/1879577951488156089)  2025-01-15T17:14Z 10.5K followers, 26.4K engagements


"@GurugramDeals The more we use these companies for comfort and flexibility. It would lead to more leakages of personal data and hence targeted spam calls or emails"  
[X Link](https://x.com/vishan_29/status/1880913549423509753)  2025-01-19T09:41Z 10.5K followers, 10.3K engagements


"E2E Networks - Declared as L1 bidder with 7% share in GPU bidding. 🔥🔥 E2E Networks along with Jio Nxtgen and Locuz have been selected as L1 bidders. India plans to offer cheapest compute at 33% of global average 💪 Orient Tech has also bid for [----] GPUs with 5% share. #e2enetwork #orienttech #ai #india E2E Networks and Orient Tech - Showcased solutions for AI Mission 🔥 [--] out of [--] companies were invited for technical presentation and now commercial bids will be opened for qualified bidders. Let's watch this space for more updates 😃 #e2enetworks #orienttech #ai #gpu"  
[X Link](https://x.com/vishan_29/status/1885321230796153117)  2025-01-31T13:36Z 10.5K followers, 54K engagements


"Anantraj- Good to Excellent Q3 Results 🔥🔥 Great YOY. Revenues- [---] Cr vs [---] Cr (36% yoy) Profits - [---] Cr vs [--] Cr (55% yoy) Revenues- [---] Cr vs [---] Cr (4% qoq) Profits - [---] Cr vs [---] Cr (4% qoq) #anantraj #datacenter Anantraj- Excellent Q2 Results 👌 Great YOY and QOQ. Revenues- [---] Cr vs [---] Cr (54% yoy) Profits - [---] Cr vs [--] Cr (74% yoy) Revenues- [---] Cr vs [---] Cr (9% qoq) Profits - [---] Cr vs [--] Cr (16% qoq) #anantraj https://t.co/ztaxCHEAlA Anantraj- Excellent Q2 Results 👌 Great YOY and QOQ. Revenues- [---] Cr vs [---] Cr (54% yoy) Profits - [---] Cr vs [--] Cr (74% yoy) Revenues- [---] Cr vs"  
[X Link](https://x.com/vishan_29/status/1885675441630978358)  2025-02-01T13:03Z 10.5K followers, 19.2K engagements


"Power - Multi-decadal theme 🔥 The renewable energy by [----] should be [---] GW from [---] GW currently. (2.5x) Focus would be on ✅ Smart grid solutions ✅ Advanced power electronics ✅ Efficient Transformers and power converters The power ministry will also support EV charging infra fast chargers and Battery swapping. 🔥🔥 Staying invested in companies related to - 🟩 Clean energy EPC 🟩 Transmission and Distribution EPC and Component manufacturers 🟩 EV charging infra This decade we would experience a huge transformation in the energy sector because it's the backbone of EV AI CO2 reduction"  
[X Link](https://x.com/vishan_29/status/1893646076197867637)  2025-02-23T12:56Z 10.5K followers, 11.8K engagements


"But. 🟥 Why was Ahmedabad chosen for hosting. Any specific criteria. 🟥 Don't we have any other city for hosting Olympics 🟥 Can't we host it in multiple cities like Cricket matches for even growth of all states 🟥 Why do we need to have Ahmedabad at the center of everything. Be it the bullet train project or be it the largest cricket stadium or be it Coldplay concert or anything else. It is good for the city and that it is highly developed but other cities also need this kind of boost"  
[X Link](https://x.com/vishan_29/status/1899077333849457126)  2025-03-10T12:38Z 10.5K followers, 28K engagements


"EMS Sector - India is targeting a 4x increase in electronics production and an 8x increase in exports in the next [--] years. MASSIVE 🔥🔥🔥🔥 ✅Electronics production to increase from $115 billion in FY24 to $500 billion by FY31 (4x). ✅Electronics exports to increase from $31 billion to $240 billion (8x). ✅Component production to increase 6x from $25 billion to $150 billion. ✅ Consumer electronics production to increase 2.5x from $15 billion to $36 billion. Key beneficiary companies: [--]. Kaynes Tech [--]. Dixon [--]. Amber [--]. Epack [--]. PGEL [--]. Syrma [--]. KRN Heat Exchanger And many more. Staying invested"  
[X Link](https://x.com/vishan_29/status/1899336673634423098)  2025-03-11T05:48Z 10.5K followers, 17.2K engagements


"@333maheshwariii Yes. Everyone would want gen wealth but very few are lucky to have it. 😀"  
[X Link](https://x.com/vishan_29/status/1899679490382630914)  2025-03-12T04:30Z 10.5K followers, 25.8K engagements


"95% of the current wifi broadband users will not even be able to afford 5k per month plan let alone 8k. 8k per month is 96k per year. It would be grocery bill for a good chunk of families and paying this for a internet connection doesn't even hold significance with no extra features. They need to compete in the 1k-2k price point else they would lose"  
[X Link](https://x.com/vishan_29/status/1900080560766410818)  2025-03-13T07:04Z 10.5K followers, 49.1K engagements


"Wow This is great considering govts don't feel education is necessary considering they allocate very poorly for Education. TN is really doing well.👏👏 One of the basic thing is education. The more the educated the more options to work on. And this leads to the per capita income increase"  
[X Link](https://x.com/vishan_29/status/1900584730334240801)  2025-03-14T16:28Z 10.5K followers, 14.7K engagements


"We are comparing the fares with neighbours but we don't compare the facilities and cleanliness they provide in railways. You can charge a bit higher but provide facilities. Also Railways should fulfil basic needs of people run as many general/sleeper coach trains as possible to effectively transport the people"  
[X Link](https://x.com/vishan_29/status/1904520771080470730)  2025-03-25T13:08Z 10.5K followers, [----] engagements


"Green Hydrogen- Waaree Clean Energy and Oriana Power emerge as successful bidders under the SIGHT scheme. 🔥🔥 ✅ The government launched the National Green Hydrogen Mission in [----] with an outlay of [-----] crore up to [------] including [-----] crore for the SIGHT scheme.🚀 ✅ The government estimates production capacity will reach [--] million tonnes per annum by [----]. 🔥🔥 ✅ L&T Energy Waaree Clean Energy AM Green and Green Infra have been awarded a capacity of [-----] MT per annum. ✅ A typical Green Hydrogen of 1L MT capacity requires 18K-20K Crores of investment ✅ Under the SIGHT Tranche II auction"  
[X Link](https://x.com/vishan_29/status/1905143218964177120)  2025-03-27T06:21Z 10.5K followers, 36.1K engagements


"@Akshat_World Govt's is trying to tax and charge on anything amd everything possible to earn revenues. They try and lower direct taxes and give a relief of [--] Lakh to taxpayers and inturn try to extract it from other sources. It's tit for tat situation"  
[X Link](https://x.com/vishan_29/status/1905521703943368956)  2025-03-28T07:25Z 10.5K followers, [----] engagements


"Data Centers - The capacity is set to increase 3x from [---] GW in [----] to [---] GW in [----] at a 25% CAGR 🚀🔥 Read the complete thread to understand more about this hot theme 🔥 Key Points 🟩 DCs will attract investments of 2L Cr in next [--] years. Humongous 🔥🔥 🟩 Cloud service providers BFSI IT and Telecom constitute 75% of capacity utilisation. 📈 🟩 Mumbai and Chennai are hotspots for DCs accounting for 90% of DC capacity in India. 🚀🚀 🟩 As of now 5G adoption is just 10% in India compared to 95% US and 35% in China. Enough room to grow 📈 🟩 5G subscriptions are expected to 4x in [----] from"  
[X Link](https://x.com/vishan_29/status/1905970686687867221)  2025-03-29T13:09Z 10.5K followers, 33.5K engagements


"@IndianTechGuide [--] out of top [--] states are from South India. TN is leading in all aspects. 👌 [--] states with NDA in power. Time for the other states to level up their game"  
[X Link](https://x.com/vishan_29/status/1908400549927530660)  2025-04-05T06:05Z 10.5K followers, [----] engagements


"@pritika_9 The more we prioritized education the more we gsve importance to phones. The more we have started feeling lonely isolated and reserved. This will not end well for us"  
[X Link](https://x.com/vishan_29/status/1923248594464784666)  2025-05-16T05:26Z 10.5K followers, [----] engagements


"@IndianTechGuide They will face the heat even more in next few years. [--]. AI led tech layoffs [--]. Companies wanting to opening offices in Tier [--] cities [--]. Poor infra in Bangalore"  
[X Link](https://x.com/vishan_29/status/1930128451882873277)  2025-06-04T05:04Z 10.5K followers, 23.2K engagements


"By [----] data centers will consume [--] times more energy than they do today - almost as much as the current energy needs of India 🔥 In fact theyll consume more power than all EVs combined in [----]. Power and data centers are two massive themes to watch this decade. India is just getting started Some companies to watch for Power Generation Oriana Power KPI Green KP Energy Power Transmission Skipper Transrail Advait Shilchar Indotech TARIL Datacenters Anantraj Technoelectric Blackbox TD power And many more. Which ones are you holding DYDD. No reco. #DataCenter #AI #power #solar #wind"  
[X Link](https://x.com/vishan_29/status/1930559560063779105)  2025-06-05T09:37Z 10.5K followers, 33.9K engagements


"Indian B2B EMS Players Comparison 🔥 [--]. Kaynes is expected to have 40% revenue and PAT CAGR over next [--] years but trades at PE FY27 is 64and is into all major sectors. [--]. Cyient is expected to have 50% PAT CAGR and trades at PE FY27 of [--] ✅✅ but has presence in [--] sectors. Expected Revenue CAGR FY25-27 Kaynes - 47.2% ✅ Syrma - 27.4% Avalon - 21.5% Cyient - 21.2% Expected PAT CAGR FY25-27 Kaynes - 41.6% ✅ Syrma - 26.5% Avalon - 39.5% Cyient - 48.4% ✅ PE (x) FY27 Kaynes - [----] Syrma - [----] Avalon - [----] Cyient - [----] ✅ Source- Antique #kaynes #avalon #cyient #syrma Indian EMS Sector 🚀 [--]. India"  
[X Link](https://x.com/vishan_29/status/1938940858675659025)  2025-06-28T12:41Z 10.5K followers, 28.1K engagements


"Gravita - One of the best companies in recycling space 👌 🟩 Vision [----] - 25%+ / 35%+ volume / profitability CAGR for next [--] years 🔥 🟩 Existing Verticals - Lead Aluminium Plastic Rubber 🟩 New Verticals - Lithium Paper and Steel 🟩 Guidance - FY25 to FY29 🚀 [--]. 25%+ revenue CAGR [--]. 35%+ profitability growth [--]. 25%+ ROCE [--]. 50% value added products 🟩 Capacity Expansion FY25 - 3.3L MT FY28- 7.3L MT (2x in [--] years) 🚀 [----] Cr+ capex in [--] years 🔥 🟩 Regulations - BWMR mandated that Indian lead battery manufacturer should collect back 90% in FY26. Share of organised players to increase from"  
[X Link](https://x.com/vishan_29/status/1939682473241432485)  2025-06-30T13:48Z 10.5K followers, 19.8K engagements


"Big boost to defence DAC clears [--] capital acquisition proposals worth [----] lakh crore under Buy (Indian-IDDM) category. Key procurements: [--]. Armoured Recovery Vehicles [--]. Electronic Warfare Systems [--]. Surface-to-Air Missiles [--]. Moored Mines & Autonomous Vessels Focus Areas - Indigenous design better mobility and preparedness. #Defence #MakeInIndia #AtmanirbharBharat"  
[X Link](https://x.com/vishan_29/status/1940768880135123253)  2025-07-03T13:45Z 10.5K followers, 18.6K engagements


"India's Chemical Sector to 2x by [----] and 4x-5x by [----] 🔥 Specialty Inorganic and Pet chemicals will grow at 11% CAGR between 2023-2030. #chemicals"  
[X Link](https://x.com/vishan_29/status/1941797469425476027)  2025-07-06T09:52Z 10.5K followers, 23.4K engagements


"Syrma SGS plans 1.8k Cr PCB Unit in AP 🔥 [----] crore investment to set up Indias largest multi-layer PCB & CCL manufacturing unit in Naidupeta Andhra Pradesh (near Tirupati). Commissioning Timeline: Targeted by FY2627. Strategic Partnership: Likely tie-up with South Koreas Shinhyup Electronics for technology and expertise. Products: [--]. Multi-layer Printed Circuit Boards (PCBs) [--]. Copper Clad Laminate (CCL) core raw material for PCBs Purpose: [--]. Reduce import dependency [--]. Establish a stable domestic supply chain [--]. Enable cost-effective integrated manufacturing Use Cases: Smart metering"  
[X Link](https://x.com/vishan_29/status/1942831864156414067)  2025-07-09T06:23Z 10.5K followers, 15.5K engagements


"Indian EMS Sector - The Sunrise Sector 🔥 🟩 Key Highlights [--]. Expected to grow at 32% CAGR from FY25-30 from INR [--] Trn to [--] Trn 🚀🚀 [--]. OSAT opportunity of $200 Mn by FY28 compared to $40 Mn in FY25 (5x) 🔥 [--]. PCB opportunity of 68K cr in FY28 (2x of FY25) 🚀 🟩 Revenues PAT CAGR FY25-30 [--]. Dixon - 32% 35% 👌👌 [--]. Kaynes - 43% 46% 👌👌👌 [--]. Syrma - 29% 35% 👌 [--]. Cyient DLM - 23% 32% 🟩 Relative Strength of EMS players - When compared on Revenues Earnings Net Working capital & FCF [--]. Dixon - 100% 🚀 [--]. Kaynes - 75% 👌 [--]. Syrma - 50% [--]. Amber - 50% [--]. Cyient - 25% 🟩 Capex (as % of revenues)"  
[X Link](https://x.com/vishan_29/status/1944394888264745471)  2025-07-13T13:54Z 10.5K followers, 74K engagements


"Best investment themes for the next 5-10 years 🚀 ✅ Solar - 55L Cr capex (FY2450) ✅ Power Transmission 42L Cr capex (FY2450) ✅ EMS 40L Cr opportunity by FY31 ✅ AI & Datacenters 3.2L Cr investments (FY2527) ✅ Water Recycling 6.4L Cr+ potential ✅ Waste Recycling Massive untapped market Picking the right stocks = Huge wealth creation. #Investing #WealthBuilding"  
[X Link](https://x.com/vishan_29/status/1945478226467504201)  2025-07-16T13:38Z 10.5K followers, 27.8K engagements


"Datacenters - Small Towns Big Compute 🔥 AIs power hunger is pushing Indias data centres beyond metros. Here's whats driving the shift to Tier 2/3 cities 👇 🟩 Advantages in Tier 2/3 Cities [--]. 50%+ lower power costs [--]. 7090% cheaper land [--]. Faster approvals [--]. Abundant water [--]. Govt incentives [--]. Local low-cost talent 🟩 Metro Disadvantages Mumbai & Chennai = 64% of current capacity (94% in [--] cities) and they have [--]. High costs [--]. Limited scalability [--]. Water & power stress 🟩 Rising Stars Cities like Raipur Nagpur Jaipur Kochi Indore Lucknow are emerging as data infra hubs. 🟩 Massive"  
[X Link](https://x.com/vishan_29/status/1947537158765690881)  2025-07-22T06:00Z 10.5K followers, 33.8K engagements


"Excellent Q1FY26 Results from the tracking list. 🚀🚀 [--]. EFC PE - [----] Revenues - 115% 🔼 YoY NP - 127% 🔼 YoY No reco"  
[X Link](https://x.com/vishan_29/status/1949011055830769891)  2025-07-26T07:37Z 10.5K followers, 33.6K engagements


"Anant Raj - Motilal Oswal sees 43% upside potential 🔥🔥 🟩 Key Points 👉 [--]. Launched The Estate Apartments at Sector 63A Gurugram; strong response [--]. Approvals secured for Ashok Estate: Community center + Commercial tower (0.16msf) [--]. Group Housing-2 (1.09msf) launch soon at Anant Raj Estate [--]. Panchkula DC going live with Soil to Server event (12 Aug'25) [--]. Cloud integration with Orange Business started [--]. Signed major private client at Manesar (3MW IT load) 🟩 DC Capex Update [--]. Shift from fundraising to internal accruals [--]. 63MW IT load by FY26: 49MW co-location intact 14MW cloud"  
[X Link](https://x.com/vishan_29/status/1950446416725205047)  2025-07-30T06:40Z 10.5K followers, 26.4K engagements


"Netweb Q1 FY26 Excellent YOY and Average QoQ. Revenue: [-----] Cr 🔼 97.3% YoY 🔽 -27.5% QoQ Profits: [----] Cr 🔼 100% YoY 🔽 -28.5% QoQ EPS: [----] (vs 🔼 99.3% YoY 🔽 -28.3% QoQ) PE - [----] #netweb Netweb - Monarch sees 35% upside with TP of [----] 🚀 🟩 Valuation & Target Price [--]. Base Case TP: [----] Upside: 35% [--]. Bull Case TP: [----] Upside: 53% [--]. Bear Case TP: [----] Downside: -16% Target P/E: 55x EV/EBITDA: 40x Fair Value (Avg Method): [----] 🟩 https://t.co/Zl4dYLThcy Netweb - Monarch sees 35% upside with TP of [----] 🚀 🟩 Valuation & Target Price [--]. Base Case TP: [----] Upside: 35% [--]. Bull Case TP:"  
[X Link](https://x.com/vishan_29/status/1950860000437621049)  2025-07-31T10:04Z 10.5K followers, 20.6K engagements


"Excellent Q1FY26 Results from the tracking list (contd)🚀🚀 [--]. V2 Retail PE - [--] Rev - 52% up YoY Profits - 51% up YoY Excellent Q1FY26 Results from the tracking list. 🚀🚀 [--]. EFC PE - [----] Revenues - 115% 🔼 YoY NP - 127% 🔼 YoY No reco. https://t.co/RBjabnFllS Excellent Q1FY26 Results from the tracking list. 🚀🚀 [--]. EFC PE - [----] Revenues - 115% 🔼 YoY NP - 127% 🔼 YoY No reco. https://t.co/RBjabnFllS"  
[X Link](https://x.com/vishan_29/status/1951541931777073439)  2025-08-02T07:13Z 10.5K followers, 32.4K engagements


"Advait Energy Q1FY26- Good Set Revenue: [---] Cr 🔼 101.6% YoY 🔽 -38.4% QoQ Profits: [---] Cr 🔼 67.9% YoY 🔽 -31% QoQ EPS: [----] (vs 🔼 46% YoY 🔽 -27.8% QoQ) PE - [----] #Advait Advait 7% up 🔥 Advait 7% up 🔥"  
[X Link](https://x.com/vishan_29/status/1952660350173626699)  2025-08-05T09:18Z 10.5K followers, 22.6K engagements


"Transrail Q1FY26- Excellent Set Revenue: [----] Cr 🔼 79.7% YoY 🔽 -14.7% QoQ Profits: [-----] Cr 🔼 104.6% YoY 🔽 -16.4% QoQ EPS: [----] (vs 🔼 66.2% YoY 🔽 -21% QoQ) PE - [--] 🔥 #transrail T&D EPC Sector Peers Benchmarking 🔥 KEC vs Kalpataru vs Transrail vs Skipper vs Jyoti Structures 🟩 Revenue: [--]. Kalpataru: [-----] Cr [--]. KEC Intl: [-----] Cr [--]. Transrail: [----] Cr [--]. Skipper: [----] Cr [--]. Jyoti Structures: [---] Cr 🟩 EBITDA Margins: Transrail: 12.7% https://t.co/IR0Z5ojnsq T&D EPC Sector Peers Benchmarking 🔥 KEC vs Kalpataru vs Transrail vs Skipper vs Jyoti Structures 🟩 Revenue: [--]. Kalpataru: 22316"  
[X Link](https://x.com/vishan_29/status/1952719939820765618)  2025-08-05T13:14Z 10.5K followers, 23.6K engagements


"Some stocks with great Q1FY26 results and available at attractive to decent valuations. V2 Retail Genus Power Sky Gold Anantraj EFCIL Kaynes Tech Skipper TARIL Gravita Advait Transrail Capri Global Yatharth KPI Green Oswal Pumps Blue jet Healthcare Only for study purposes. DYDD. Follow @vishan_khadke for more updates. Excellent Q1FY26 Results from the tracking list (contd)🚀🚀 [--]. V2 Retail PE - [--] Rev - 52% up YoY Profits - 51% up YoY https://t.co/vkt0ZBy3LV Excellent Q1FY26 Results from the tracking list (contd)🚀🚀 [--]. V2 Retail PE - [--] Rev - 52% up YoY Profits - 51% up YoY"  
[X Link](https://x.com/vishan_29/status/1953839367241576583)  2025-08-08T15:23Z 10.5K followers, 28.6K engagements


"Indian Data Centers to grow at 44% CAGR till [----] with 3.6L Cr investments expected between [------] 🔥 🟩 Key Highlights [--]. Capacity to reach 5-6 GW by [----] from [---] GW in [----] 🚀🚀 [--]. By [----] India is projected to host [---] data centers covering [----] million sq ft. [--]. Mumbai and Chennai will continue to dominate the market accounting for 70% of total DC stock. 🟩 Benchmarking India vs World [--]. Construction Cost (USD Mn/MW) - India ($7.50) is cheaper than most developed nations (US: $9.50 Germany: $10.00) but higher than some developing peers (Philippines: $4.59 & Vietnam: $6.70). [--]. Cost of"  
[X Link](https://x.com/vishan_29/status/1954438732909838578)  2025-08-10T07:04Z 10.5K followers, 30.1K engagements


"Data centres are the next big power + water story 🔥 Theyll drive massive demand for both in the coming decade. Shocking stat of the day: Data center energy consumption has reached a record 5% of total US power demand. This increase has been driven by the rapid adoption of digitalization and AI technologies. This percentage is now estimated to more than DOUBLE over the next [--] years https://t.co/knMkQ1Q8Ju Shocking stat of the day: Data center energy consumption has reached a record 5% of total US power demand. This increase has been driven by the rapid adoption of digitalization and AI"  
[X Link](https://x.com/vishan_29/status/1955501250574946372)  2025-08-13T05:26Z 10.5K followers, 18K engagements


"Datacenter Theme Related Companies 👇 🟩 DC EPC and IT Infra Technoelectric - DC construction Anantraj - DC construction Blackbox - Global Integrator offering DC design solutions Aurionpro - Cloud infra data warehousing and consulting Orient electric - IT infra cloud data mgmt services E2E Networks - Cloud computing Netweb - GPUs 🟩 Power Infra [--]. Hitachi Energy [--]. Cummins [--]. ABB [--]. TD Power [--]. Marine Electricals 🟩 DC Cooling [--]. Bluestar [--]. Voltas [--]. Amber Let me know other companies in comments. Follow @vishan_khadke for more updates. No reco. DYDD. Data centres are the next big power +"  
[X Link](https://x.com/vishan_29/status/1955609237620690982)  2025-08-13T12:35Z 10.5K followers, 17K engagements


"Power Generation (FY25 vs FY30) - Solar to dominate with [---] L Crores investments & 42% share by FY30 🔥 Read the complete thread below 👇 🟩 Key Highlights Thermal power drops from 52% (FY25) to 36% (FY30E) of India's capacity. Solar skyrockets from 22% (FY25) to 42% (FY30E) set to dominate by [----]. Wind stays steady at 11%; hydro slips from 10% to 6%; nuclear remains at 2%. 🟩 Comparison of Power Sources Industry Size FY2530E (Trn): Solar [---] Trn Wind [---] Trn Thermal [---] Trn Nuclear [---] Trn Installation Capex per GW: Nuclear [------] Bn Thermal [----] Bn Wind [----] Bn Solar [----] Bn Additions"  
[X Link](https://x.com/vishan_29/status/1955898561750765588)  2025-08-14T07:45Z 10.5K followers, 61.7K engagements


"Solar Pumps - Shakti vs Oswal Pumps Comparative Analysis 🔥🔥 Do follow @vishan_khadke for more such analysis. Read the complete analysis below 👇 🟩 Market Opportunity 3.6L Cr potential in coming years in India 🔥 Global solar pumps market to grow at 15.6% CAGR from [----] to [----] while Indian market to grow at 32.6% 🚀 🟩 Oswal Pumps [--]. Strong Financial Performance Q1 Revenue: [----] Mn (+36.8% YoY) Q1 EBITDA: [----] Mn (+38.7% YoY) Margin: 27.4% FY25 Revenue: [-----] Mn (+89% YoY) FY25 EBITDA: [----] Mn (+174.5% YoY) Margin: 29.4% RoCE: 77.9% RoE: 87.5% Net Debt/Equity: [-----] Cash Conversion cycle -"  
[X Link](https://x.com/vishan_29/status/1956610785989566580)  2025-08-16T06:55Z 10.5K followers, 96.3K engagements


"Techno Electric: Powering Indias Energy & Digital Transformation 🔥 💡 Want more one-pager insights like this Follow 👉 @vishan_khadke Trades at FY27 PE - 19x. It can potentially 2x in [--] year 🚀 🟩 Key Highlights Q1FY26 Performance - Revenue 43% YoY PAT 38% YoY Debt-free lean balance sheet [----] Cr cash from asset monetization & QIP deployed in DC AMI etc. Guided 4050% growth next [--] yrs EPS: [--] (FY26) [--] (FY27) FY26 Capex: [----] Cr Order book: 10K Cr+ (T&D FGD Smart Meters) 10K Cr+ investments planned in DC AMI & substations - [----] Cr already invested in last [--] years 🟩 Data Center & Smart"  
[X Link](https://x.com/vishan_29/status/1958061547315687557)  2025-08-20T07:00Z 10.5K followers, 28K engagements


"Gravita India - Pioneering Sustainable Recyling & Diversification Worldwide 🚀 💡 Want more one-pager insights like this Follow 👉 @vishan_khadke 🔄 Retweet & Bookmark the post Trades at FY27 PE - 22x. Potential upside of 50% in [--] year 🟩 Performance & Growth Revenue CAGR (4Y): 23% PAT CAGR: 57% FY25 Rev: [----] Cr PAT: [---] Cr PAT Margin: 8.07% ROIC: 27% D/E: [----] Growth Outlook: 25%+ Vol. Growth & 35%+ Profit Growth in [--] years Order Book: 60000+ MT 🟩 Capacity & Capex Current Capacity: 3.4L MT (63% Utilization) Scrap Collection: 2.87L MT from [--] Yards Capex till FY28: [----] Cr (7L+ MT capacity)"  
[X Link](https://x.com/vishan_29/status/1959868488996237543)  2025-08-25T06:40Z 10.5K followers, 62.2K engagements


"Auto Tech - TCS KPIT LTTS Tech Mahindra & Tata Elxsi are best positioned for next-gen auto tech growth"  
[X Link](https://x.com/vishan_29/status/1959971623395823801)  2025-08-25T13:30Z 10.5K followers, 32.2K engagements


"Pondy Oxides & Chemicals Ltd (POCL) - Shaping the future of Recyling 🔥 💡 Want more one-pager insights like this Follow 👉 @vishan_khadke Trades at FY27 / FY26 PE - 26x/18x 🟩 Key Highlights Leading Recycling Player Indias 1st 3N7 LME registered lead brand; aims to be a global recycling leader by [----] Core Verticals Lead Plastics Copper Aluminium; upcoming Lithium-ion recycling Strong Capacity Lead 168K MTPA Copper 6K MTPA Aluminium 12K MTPA Plastics 9K MTPA Revenue Mix 66% exports 34% India Low debt-to-equity (0.17) Lead Utilization Existing 132K MTPA facility at 70%; new 36K MTPA facility"  
[X Link](https://x.com/vishan_29/status/1960595103741042861)  2025-08-27T06:47Z 10.5K followers, 32K engagements


"Covered [--] high growth companies over the past [--] weeks 🔥 🔄 Retweet & 🔖Bookmark for quick reference. Genus Power - 60% YoY growth in FY26 Technoelectric - 50% YoY growth for [--] years V2 Retail - 50% growth in FY26 Sky Gold - 50% YoY growth for [--] years Advait Energy - 50% YoY growth in FY26 Zaggle - 40%+ YoY growth for [--] years Anantraj - 30-40% YoY growth for [--] years Gravita - 35%+ YoY growth for few years Pondy Oxides - 30%+ YoY growth for few years Yatharth - 30% YoY growth for few years PN Gadgil - 25% YoY growth in FY26 Nuvama Wealth - 20-25% YoY growth for few years Power Mech - 25% YoY"  
[X Link](https://x.com/vishan_29/status/1962138487660196324)  2025-08-31T13:00Z 10.5K followers, 68.5K engagements


"Netweb - Powering India's High-Performance Computing & AI Future 🔥🔥 💡 Want more one-pagers like this Follow 👉 @vishan_khadke Trades at FY27 PE - 71x 🟩 Financial Strength Strong Profitability Metrics: RoCE at 32.6% and RoE at 24% highlight efficient capital use Net Debt to Equity: Stands at [-----] reflecting a strong balance sheet with negligible debt risk 🟩 Business Model & Client Base End to end integrated solutions provider: Hardware to design to software solutions to AMC services Diverse Client Portfolio: Includes major government bodies and blue-chip enterprises like NPCI ISRO"  
[X Link](https://x.com/vishan_29/status/1964220045275680926)  2025-09-06T06:52Z 10.5K followers, 27.8K engagements


"Transrail Lighting - Powering India with a sharp T&D Focus 🚀 💡 Want more one-pagers like this Follow 👉 @vishan_khadke Trades at FY26 PE - 24x 🔥 🟩 Business Overview Diversified operations in T&D civil railways and solar EPC T&D is the main focus generating 90% of total revenues Presence across [--] countries tapping global opportunities 🟩 Manufacturing & Integration Operates [--] integrated manufacturing facilities supporting scale and efficiency Delivered 35000+ CKM transmission lines and 1.95L tons of towers Strong in-house design engineering and tower testing capabilities Backward"  
[X Link](https://x.com/vishan_29/status/1964943659226603838)  2025-09-08T06:47Z 10.5K followers, 31.6K engagements


"India Semiconductor Mission [---] 🟩 Key Updates Govt to fast-track approval of India Semiconductor Mission (ISM) [---] with expected cabinet note by end of October 😀 Industry asks Centre to double Mission [---] funding to $20 billion to boost semiconductor projects ISM [---] support will expand to include fabs packaging display fabs capital equipment specialty chemicals gases and design companies Outlay for ISM [---] likely to exceed previous $10 billion due to rupee depreciation Highest subsidies for units making silicon wafers; lower for component and conductor units #Semiconductors Kaynes - Sanand"  
[X Link](https://x.com/vishan_29/status/1964989341622784471)  2025-09-08T09:49Z 10.5K followers, 22.5K engagements


"Aswath Damodaran predicts Indian healthcare is the next big investment theme driven by rising income and shifting consumer needs 🔥 ✅ Key takeaways from his interview Healthcare spending in India is set to surge as prosperity rises and access expands Current players (hospitals insurance diagnostics) copy Western models but India needs unique solutions The game-changer: Find companies with business models tailored for Indias diverse population and income ✅ Key healthcare players in India Apollo Hospitals Enterprise Ltd. Max Healthcare Institute Ltd. Fortis Healthcare Ltd. Narayana Hrudayalaya"  
[X Link](https://x.com/vishan_29/status/1965387979050156356)  2025-09-09T12:13Z 10.5K followers, 177.7K engagements


"Indias decade-long electronics leap now powers a bold semiconductor buildout 🚀🚀 🟩 Electronics Boom Production up 6x: 1.9L Cr 11.3L Cr Export up 8x: [-----] Cr 3.27L cr Mobile units up 150x: [--] [---] Mobile output up 28x: [-----] Cr 5.45L Cr Mobile export up 127x: [----] Cr 2L Cr Mobile Imports crashed: 75% demand just 0.02% ✅ Electronics Components Policy Push [-----] Cr scheme launched April [----] Incentives: Turnover capex jobs Ecosystem: Covers sub-assemblies components supply chain ✅ Semicon Drive Six projects 1.55L cr support [-----] jobs expected India has 1/5th of worlds chip design engineers"  
[X Link](https://x.com/vishan_29/status/1966045100536160324)  2025-09-11T07:44Z 10.5K followers, 30.6K engagements


"NITI Aayogs Bold Move: Carbon Capture Mission to Power Indias Clean Energy Future 🚀 Govt to roll out CCUS mission with 50100% incentives for industries Coal powers 70% of Indias energy mix even as renewables grow CCUS tech: Captures industrial CO for use or underground storage Govt support varies by tech; incentives to push fast adoption NITI Aayog: Coal remains key for energy security; renewables need more investment in storage #CCUS #NitiAayog India targets a 100% Swadeshi solar value chain by [----] 🔥 Present Capacity- [---] GW solar module [--] GW cell & [---] GW wafer Push for local ingots"  
[X Link](https://x.com/vishan_29/status/1966426876601372909)  2025-09-12T09:01Z 10.5K followers, 30.2K engagements


"Electrical & Electronics sector set to triple to $630 Bn by [----] at 21% CAGR 🚀🚀 🔖Bookmark & 🔄 Repost Companies set to benefit 👇 ✅ Raw Materials Vedanta Hindalco Borosil SAIL Midhani GFL Acutaas Chemicals ✅ Components Amber Syrms SGS Polycab Genus Power Datapatterns Bosch ✅ Design & EMS Dixon Tata Elxsi Tejas Networks Dixon Kaynes Tech PGEL Avalon Izmo Moschip ✅ OEM or Finished Goods Voltas Hitachi Siemens ABB BEL HAL Havells Samsung Apple Schneider electric Bharat Dynamics Ltd (BDL) 💡Follow @vishan_khadke for more updates. No reco. DYDD. Source- Accel @Dynamicinvstr @deepak4748 #EMS"  
[X Link](https://x.com/vishan_29/status/1967213245909135454)  2025-09-14T13:06Z 10.5K followers, 66.9K engagements


"Datacenters expected to triple to 3GW by [----] 🔥🔥 🔖Bookmark & 🔄 Repost Key Beneficiaries 👇 ✅ EPC and Operator Technoelectric Anantraj ✅ Servers Netweb ✅ Power Supply & Automation Apar Siemens Schneider electric ABB GE Vernova CG Power TD Power ✅ IT and Cloud Infra E2E Networks Aurion Pro Blackbox ✅ Cooling and HVAC Bluestar KRN Heat Exchanger ✅ Battery Backup & Generator TD Power Amaraja No reco. Do your due diligence before investing. @Dynamicinvstr @deepak4748 #DataCenter Data Centers - A USD [--] Trillion global opportunity till [----] 🔥🔥 🧵 Read the complete thread below 👇 [--] GW (2023)"  
[X Link](https://x.com/vishan_29/status/1967960540023808089)  2025-09-16T14:35Z 10.5K followers, 91.4K engagements


"KRN Heat Exchangers - Heat Exchanger Manufacturing for HVAC & 6x Capacity Expansion 🔥 💡 Want more one-pagers like this Follow 👉 @vishan_khadke 🟩 Key Highlights Significant expansion: 6x capacity expansion and cum. revenue to multiply with targeted [---] Cr investment and [----] Cr revenue guide in [--] years Manufactures critical fin & tube heat exchangers for HVAC&R serving air conditioning heating ventilation and refrigeration demand Advanced nano and powder coating processes for enhanced product durability and export-readiness Wide product range: Tube diameters from 5mm to 15.88mm evaporator"  
[X Link](https://x.com/vishan_29/status/1968566453495640066)  2025-09-18T06:43Z 10.5K followers, 41.8K engagements


"A good list of players in Datacenter value chain. Some other names I would like to include - [--]. KRN Heat Exchanger - HVAC [--]. Backup Power - TD Power Data Center Value Chain Mapping Indias Listed Players From Grid to Cloud Indias AI & Cloud boom is driving hyperscale DC capex. DCs = Cross-sector capex cycle Power + Infra + IT + Cooling converge. - Listed players here are the hidden backbone of Indias digital https://t.co/WYB63fRll4 Data Center Value Chain Mapping Indias Listed Players From Grid to Cloud Indias AI & Cloud boom is driving hyperscale DC capex. DCs = Cross-sector capex cycle Power"  
[X Link](https://x.com/vishan_29/status/1970704478748995705)  2025-09-24T04:18Z 10.5K followers, 14.8K engagements


"Cian Agro - 4.5x in [---] months 🚀 Power of political investing 😄 #cianagro"  
[X Link](https://x.com/vishan_29/status/1971125512388084149)  2025-09-25T08:11Z 10.5K followers, 16.5K engagements


"Correlation in Gold Silver and Nifty Gold and Silver are highly correlated (0.749) Silver shows a moderate negative correlation with Nifty Large Cap (-0.282) indicating some potential hedging benefits with Nifty Large Cap Gold has very low correlation with Nifty Large Cap (0.026) Credits - @Zero1ByZerodha"  
[X Link](https://x.com/vishan_29/status/1971964319291396502)  2025-09-27T15:45Z 10.5K followers, 18.3K engagements


"The way IT companies are laying off left and right survival isnt guaranteed anymore. You can be skilled loyal hardworking - it doesnt matter. You never know whos next. 5-10 years from now depending on a single job wont help. You need other income streams to protect yourself and your family. Its not optional anymore. Act now #Life"  
[X Link](https://x.com/vishan_29/status/1973019847257997579)  2025-09-30T13:39Z 10.5K followers, 116K engagements


"Gold & Silver - Upside Potential Gold is fairly valued around $3825/oz based on money supply Silver is cheaper compared to gold with potential to rise towards $64/oz if historical ratios hold Gold is near its "fair" value while silver has more upside left Credits - @dspmf @SahilKapoor @KalpenParekh #gold Correlation in Gold Silver and Nifty Gold and Silver are highly correlated (0.749) Silver shows a moderate negative correlation with Nifty Large Cap (-0.282) indicating some potential hedging benefits with Nifty Large Cap Gold has very low correlation with Nifty https://t.co/7TRUBK2Atg"  
[X Link](https://x.com/vishan_29/status/1974733081845395586)  2025-10-05T07:07Z 10.5K followers, 20.6K engagements


"Power Distribution - Big News 🔥 🔶 Key Takeaways The Centre has released a Draft Electricity Amendment Bill aimed at privatising power distribution to address rising losses of state-run electricity distribution companies (discoms) Proposed legal amendments will introduce competition allow industries to directly buy electricity from private players and remove state-run discoms' universal supply obligation The reforms will support open access reduce tariff distortions and promote industrial expansion Aggregate technical and commercial losses of state-run discoms reached 16.1% and accumulated"  
[X Link](https://x.com/vishan_29/status/1976911586934895094)  2025-10-11T07:23Z 10.5K followers, 20K engagements


"Rare Earths - Big Announcement 🔥 India will launch a National Critical Mineral Stockpile (NCMS) to ensure rare earth availability and ease supply chain disruptions 🔶Key Points The stockpile will initially store enough rare earths for two months targeting strategic needs for EVs electronics and green technology sectors The plan aims to insulate supplies from global geopolitical risks and could expand to other critical minerals India holds around [---] million tonnes of rare earth oxide reserves across [--] states The initiative is linked to a planned [----] Cr magnet scheme under the National"  
[X Link](https://x.com/vishan_29/status/1977614802722898051)  2025-10-13T05:58Z 10.5K followers, 14.8K engagements


"Data Centers - Andhra plans [--] GW data centers 🔥 🔶 Key Highlights Andhra Pradesh is aiming to scale up data centre hosting capacity to [--] GW in three years making Vizag a major hub The state will sign a $10 billion deal with Google for a [--] GW data centre cluster and has another [---] MW deal with Sify Talks are ongoing with four additional companies to hit the [--] GW target State IT Minister Nara Lokesh highlights focus on job creation and the need for embracing artificial intelligence #DataCenters Capital investments for Al-related data center capacity demand could range from $3-8 trillion by"  
[X Link](https://x.com/vishan_29/status/1977935483981402443)  2025-10-14T03:12Z 10.5K followers, 29.8K engagements


"Copper Demand In the next [--] years humanity will need to mine as much copper as it has extracted over the past [-----] years. For context [---] Mn tons of Copper has been produced till date. Let that sink in. Copper prices 🚀 @robert_ivanhoe"  
[X Link](https://x.com/vishan_29/status/1980621853103407215)  2025-10-21T13:07Z 10.5K followers, 24.5K engagements


"Datacenters - [--] GW capacity by [----] 🔥 🔶 Key Highlights Indias data centre capacity set to rise from [---] GW (2025) to [--] GW by [----] at 17% CAGR Over $50 billion investment planned by hyperscalers and conglomerates JLL projects $35-50 billion in phased real estate investment driving a ninefold jump in capacity Demand surge driven by data localisation AI adoption and data traffic growth Googles $15B Vizag AI hub is among Indias largest FDI deals 🔶 Other Major Deals Google-Airtel-Adani: $15 billion AWS: $8.3 billion Reliance Industries: [--] GW AI-ready complex TCS: Building a new business unit"  
[X Link](https://x.com/vishan_29/status/1980842566280180063)  2025-10-22T03:44Z 10.5K followers, 29.5K engagements

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