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![Anvith_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2414532469.png) The Indian Investor [@Anvith_](/creator/twitter/Anvith_) on x 19.4K followers
Created: 2025-07-25 14:55:23 UTC

🥇 XX Stocks with >50% Growth Guidance for FY26
Curated across Infra, Solar, Fintech, Shipping, Electronics & Retail

1) Quality Power (QPower)
📌 Energy Transition Tech
▪️ Focus on power transmission, substation equipment
▪️ EV charging + grid upgrade + smart infra
➡️ FY26 to benefit from policy-driven infra capex

2) Oriana Power Ltd
📌 Solar EPC + BOOT Solutions
▪️ Founded: 2013
▪️ Verticals: EPC execution + solar O&M + BOOT projects
▪️ Tailwinds: Rooftop solar adoption, C&I demand, Net-zero mandates
➡️ Lean model with asset-light execution

3) Womancart Ltd
📌 Omnichannel Women’s Retail
▪️ Founded: 2018
▪️ Sells: Apparel, cosmetics, jewellery, accessories
▪️ Growth lever: D2C scaling + Tier 2–3 retail demand
➡️ First mover in niche retailing with strong branding play

4) Aimtron Electronics Ltd
📌 PCB Manufacturing + Design Services
▪️ Founded: 2011
▪️ End markets: EMS, Auto, Industrial, Medical electronics
▪️ Rising PCB localization + EMS tailwinds = Multi-year runway
➡️ Vertical integration with design-to-build capabilities

5⃣) Kaycee Energy & Infra
📌 T&D Infra EPC Specialist
▪️ Project execution + commissioning
▪️ Riding India’s ₹4L Cr T&D capex wave
➡️ Infra-light business, scalable through order flow

6⃣) Desco Infratech Ltd
📌 Urban Utilities EPC
▪️ Focus: City gas, water, renewable infra
▪️ Govt. push on last-mile urban utilities
➡️ Plays on Smart Cities + Energy infra mandates

7⃣) KP Green Engineering Ltd (KPGEL)
📌 Infra Steel Products Maker
▪️ Founded: 2001
▪️ Makes HDG steel for infra, towers
▪️ Growth from Solar, Rail, Infra tower demand
➡️ Well-placed in PLI-led supply chain

8⃣) GP Eco Solutions (GPES Solar)
📌 Solar Plant & Equipment Maker
▪️ Solar panel mfg + solar equipment trading
▪️ FY26 levers: Residential solar, policy tailwinds
➡️ Aligned with rooftop + off-grid solar boom

9⃣) AFCOM Holdings
📌 Aviation Cargo Logistics
▪️ Airport-to-airport freight operator
▪️ Beneficiary of e-com, pharma, time-bound logistics
➡️ Focused B2B express air cargo niche

10) RNFI Services (Relipay)
📌 Fintech Platform Play
▪️ Digital B2B + B2B2C financial services
▪️ Rural/aspirational India adoption = structural tailwind
➡️ Asset-light, volume-led scaling potential

11) AVP Infracon Ltd
📌 Highway & EPC Infra Execution
▪️ BOQ-based construction projects
▪️ Infra execution in core + border states
➡️ Bharatmala, HAM projects = multiyear revenue visibility

12) ABS Marine Services Ltd
📌 Shipping Services Since 1992
▪️ Provides offshore & coastal marine transport
▪️ Infra + trade boom revives freight flows
➡️ Shipping revival = margin kicker in FY26

13) Bonus: Multi-Sector Exposure
🌀 These XX names give exposure across:
▪️ Power Infra (QPower, Kaycee)
▪️ Solar EPC (Oriana, GP Eco)
▪️ Infra EPC (Desco, AVP, KP Green)
▪️ Fintech (RNFI)
▪️ Electronics (Aimtron)
▪️ Retail (Womancart)
▪️ Logistics (Afcom, ABS Marine)

🚫 No Recommendation.

![](https://pbs.twimg.com/media/Gwth9vrbgAQC6D4.jpg)

XXXXXX engagements

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**Related Topics**
[stocks utilities](/topic/stocks-utilities)
[coins energy](/topic/coins-energy)
[fintech](/topic/fintech)
[infra](/topic/infra)
[stocks](/topic/stocks)
[investment](/topic/investment)

[Post Link](https://x.com/Anvith_/status/1948758985857007802)