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Pawan K@ItsPawan_Kumar·3d

🚨 Madhu Kela's Singularity Equity Fund — Recent top bets: 1️⃣ TIL Ltd (₹11.8cr+ stake) 🛠️ India's oldest crane maker, ₹274cr FY27 order book, fresh defence + CONCOR orders, turnaround play 2️⃣ Shankara Building Products (460,000 shares @ ₹926) 🏗️ Building materials retail chain, bet on India's construction/home-improvement upcycle 3️⃣ Prime Focus (2.02% stake via Singularity Large Value Fund I/II/III, alongside Ramesh Damani & Utpal Sheth) 🎬 Post-production/VFX major, net profit swung from loss to ₹62cr in a quarter — recovery story 🎯 Kela's fund is chasing turnaround + re-rating candidates — companies past their worst quarter, backed by fresh capital and order-book visibility, not richly-valued momentum names. This is the Singularity Fund's disclosed activity Madhu Kela's personal/family top holdings are Choice International, SG Finserve, Sangam Disc: holding SG Finserv Not investment advice. Do your own research.

Pawan K@ItsPawan_Kumar

🚨 Madhu Kela's Singularity Fund picks up TIL Ltd — 5,26,704 shares @ ₹223.72 (~₹11.8cr stake) India's oldest crane maker (est. 1944), now under Gainwell Group. What's cooking: 🛠️ Defence orders worth ~₹110cr for 170 military cranes (Army + IAF) 📦 ₹66.75cr ReachStacker order from CONCOR + re-entry into high-margin O&M contracts 🚀 3 new indigenous products launched at EXCON — pick-and-carry, truck cranes, rough-terrain gear, export enquiries already flowing in 📊 FY27 order book ~₹274cr, machine sales up 4% YoY 🎯 Classic turnaround bet — legacy engineering brand + fresh capital + defence/infra tailwinds. Kela's early into the re-rating story here. Not investment advice. Do your own research.

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Pawan K@ItsPawan_Kumar·1h

Anupam Tiwari breaks down how he actually selects stocks 27 years in markets. One framework for picking small-caps. 🧵 1/ His 5-factor model for every investment: 1️⃣ Management Quality — integrity + competence 2️⃣ Business Quality — ROE, cash flows, moat 3️⃣ Business Cycle 4️⃣ Valuation 5️⃣ Macro Factors Miss one, and the thesis breaks. 2/ The uncomfortable truth about small-caps: 75-80% of small-caps NEVER become mid or large-caps. Most of what you're buying is a lottery ticket dressed as a stock pick. Conviction + selectivity isn't optional — it's survival. 3/ Where he sees the "premiumization" opportunity: 🚗 Premium autos/EVs 🏥 Hospitals Both riding the same wave — rising per capita income, changing consumer expectations. Not a trade, a decade-long theme. 4/ Time horizons matter more than most investors admit: 📌 Small caps → 10+ years 📌 Mid caps → 7-10 years 📌 Multi/Flexi-cap → 5-7 years Wrong horizon = wrong stock, even if the pick was right. 5/ His sharpest line: returns come from conviction, not just knowledge. But conviction without self-doubt = overconfidence. His discipline: question your own thesis every single day. 6/ — India's growth story is real, but execution decides who wins. Portfolios aren't a collection of stocks. They're a system. Manage them like one. Not investment advice. Do your own research. #SmallCaps #StockMarketIndia #ValueInvesting #WealthCreation

Pawan K@ItsPawan_Kumar

🚨 Helios Small Cap Fund- Top 5 holdings in Helios' small-cap book: 1️⃣ Gokaldas Exports Ltd (2.24% AUM) 🧵 One of India's largest readymade garment exporters, manufacturing apparel for global fashion brands across multiple facilities 🎯 Play on India's textile export share gains as global brands diversify sourcing away from China 2️⃣ Cartrade Tech Ltd (2.16% AUM) 🚗 Online auto marketplace platform — owns CarWale, CarTrade, Shriram Automall and other used/new vehicle transaction platforms 🎯 Asset-light digital play riding India's growing used-car and auto-transaction formalisation 3️⃣ BSE Ltd (1.98% AUM) 🏛️ Operates the Bombay Stock Exchange — India's oldest stock exchange, with a fast-growing derivatives franchise 🎯 Direct beneficiary of rising retail participation and trading volumes in Indian capital markets 4️⃣ Shadowfax Technologies Ltd (1.98% AUM) 📦 Third-party logistics company using tech to power last-mile delivery for digital commerce and e-commerce players; recently listed via a ₹1,907cr IPO in Jan 2026 🎯 Structural bet on e-commerce and quick-commerce logistics volumes scaling in India 5️⃣ Amagi Media Labs Ltd (1.89% AUM) 📺 Bengaluru-based SaaS company offering cloud-based broadcast and connected-TV technology for media companies to distribute and monetise video content globally; listed via a ₹1,789cr IPO in Jan 2026, backed by marquee anchor investors 🎯 Niche global SaaS exposure riding the shift to streaming/FAST (free ad-supported TV) channels worldwide #HeliosMutualFund #SmallCapFund

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Pawan K@ItsPawan_Kumar·1h

🔋 The battery is 35-40% of an EV's cost. That's not a component, that's the whole game. India's EV battery supply chain — a breakdown 🧵 1/ LFP vs NMC — the tech battle LFP is winning mass-market EVs: cheaper, safer, longer cycle life. NMC stays premium — higher energy density, higher cost. Think LFP = Tata/mass EVs, NMC = luxury/performance. 2/ China owns 80-90% of global cell + material manufacturing. Brutal dominance. But US FEOC rules (tax credit compliance) are forcing a "China+1" shift — and India is positioning itself as the alternative. This is the real opportunity. 3/ India's listed players across the battery chain: ⚡ LFP Precursor: Sudeep Pharma ⚡ Cathode Active Material: Himadri Specialty, GFCL EV ⚡ Cathode Current Collector: Hindalco, Shyam Metalics ⚡ Anode Active Material: Himadri, HEG, GFCL, Graphite India 4/ ⚡ Electrolyte: Neogen Chemicals (fully integrated play), Tatva Chintan, Anupam Rasayan ⚡ Additives/CNTs: Acutaas, Himadri Specialty 12 components. Multiple listed names at each node. This is a full ecosystem being built, not one stock. 5/ Bottom line: India is still China-dependent today. But the capex being deployed across these names suggests the ground is shifting — slowly, but for real. Watch capacity ramp-ups, not just order wins. #EV

Pawan K@ItsPawan_Kumar

🚨 Madhu Kela's Singularity Equity Fund — Recent top bets: 1️⃣ TIL Ltd (₹11.8cr+ stake) 🛠️ India's oldest crane maker, ₹274cr FY27 order book, fresh defence + CONCOR orders, turnaround play 2️⃣ Shankara Building Products (460,000 shares @ ₹926) 🏗️ Building materials retail chain, bet on India's construction/home-improvement upcycle 3️⃣ Prime Focus (2.02% stake via Singularity Large Value Fund I/II/III, alongside Ramesh Damani & Utpal Sheth) 🎬 Post-production/VFX major, net profit swung from loss to ₹62cr in a quarter — recovery story 🎯 Kela's fund is chasing turnaround + re-rating candidates — companies past their worst quarter, backed by fresh capital and order-book visibility, not richly-valued momentum names. This is the Singularity Fund's disclosed activity Madhu Kela's personal/family top holdings are Choice International, SG Finserve, Sangam Disc: holding SG Finserv Not investment advice. Do your own research.

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Pawan K@ItsPawan_Kumar·11h

The best friendships are like long-term investing. Built on trust. Strengthened by time. Tested during corrections. Rewarded with compounding. Happy Friendship Day to the people who stayed through every bull & bear phase. 🤝❤️

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Pawan K@ItsPawan_Kumar·21h

Mukul Agrawal's disclosed portfolio is worth around ₹6,500+ crore (spanning over 70 stocks with a heavy concentration in small and mid-cap high-beta names). Some of his key holdings: Neuland Labs ASM Technologies Radico Khaitan Zota Healthcare Nuvama Wealth PTC Industries Sarda Energy Dishman Carbogen LT Foods Deepak Fertilisers

Pawan K@ItsPawan_Kumar

🚨 Madhu Kela's Singularity Equity Fund — Recent top bets: 1️⃣ TIL Ltd (₹11.8cr+ stake) 🛠️ India's oldest crane maker, ₹274cr FY27 order book, fresh defence + CONCOR orders, turnaround play 2️⃣ Shankara Building Products (460,000 shares @ ₹926) 🏗️ Building materials retail chain, bet on India's construction/home-improvement upcycle 3️⃣ Prime Focus (2.02% stake via Singularity Large Value Fund I/II/III, alongside Ramesh Damani & Utpal Sheth) 🎬 Post-production/VFX major, net profit swung from loss to ₹62cr in a quarter — recovery story 🎯 Kela's fund is chasing turnaround + re-rating candidates — companies past their worst quarter, backed by fresh capital and order-book visibility, not richly-valued momentum names. This is the Singularity Fund's disclosed activity Madhu Kela's personal/family top holdings are Choice International, SG Finserve, Sangam Disc: holding SG Finserv Not investment advice. Do your own research.

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Pawan K@ItsPawan_Kumar·21h

𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗔𝘂𝘁𝗼 𝗡𝘂𝗺𝗯𝗲𝗿𝘀 𝗔𝗿𝗲 𝗢𝘂𝘁 — 𝗔𝗻𝗱 𝗧𝗵𝗲𝘆'𝗿𝗲 𝗥𝗲𝗰𝗼𝗿𝗱-𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 Not a slow-month blip. Multiple OEMs just posted their best-ever July, some their best-ever month, period 🧵 1️⃣ Maruti Suzuki → 2,41,421 total units. Domestic sales hit an all-time high of 2,00,123 units. 2️⃣ Hyundai Motor India → 75,360 units, up 25.4% YoY — highest-ever monthly sales in company history. 3️⃣ Hero MotoCorp → 5,33,416 total units (+18.6% YoY), domestic alone at 5,01,403 (+21.6%). Suzuki Motorcycle's spare parts revenue also hit an all-time high of ₹102.9 Cr. 4️⃣ Mahindra Auto → 1,03,860 total vehicles (+26% YoY), SUVs alone at 60,048 units (+20%). 5️⃣ Tata Motors → CV domestic sales at 15,435 units, up 25% YoY. 6️⃣ Escorts Kubota → tractor volumes +22% YoY — rural demand is very much in the party too. 7️⃣ SML Mahindra → total volume +12% YoY. This is passenger cars, SUVs, two-wheelers, tractors AND commercial vehicles all printing double-digit growth in the same month. When every segment moves together like this, it's not a base-effect story — it's genuine demand breadth. #AutoSales #Maruti #Hyundai #Mahindra #HeroMotoCorp #IndianEquities

Pawan K@ItsPawan_Kumar

🚨 Helios Small Cap Fund- Top 5 holdings in Helios' small-cap book: 1️⃣ Gokaldas Exports Ltd (2.24% AUM) 🧵 One of India's largest readymade garment exporters, manufacturing apparel for global fashion brands across multiple facilities 🎯 Play on India's textile export share gains as global brands diversify sourcing away from China 2️⃣ Cartrade Tech Ltd (2.16% AUM) 🚗 Online auto marketplace platform — owns CarWale, CarTrade, Shriram Automall and other used/new vehicle transaction platforms 🎯 Asset-light digital play riding India's growing used-car and auto-transaction formalisation 3️⃣ BSE Ltd (1.98% AUM) 🏛️ Operates the Bombay Stock Exchange — India's oldest stock exchange, with a fast-growing derivatives franchise 🎯 Direct beneficiary of rising retail participation and trading volumes in Indian capital markets 4️⃣ Shadowfax Technologies Ltd (1.98% AUM) 📦 Third-party logistics company using tech to power last-mile delivery for digital commerce and e-commerce players; recently listed via a ₹1,907cr IPO in Jan 2026 🎯 Structural bet on e-commerce and quick-commerce logistics volumes scaling in India 5️⃣ Amagi Media Labs Ltd (1.89% AUM) 📺 Bengaluru-based SaaS company offering cloud-based broadcast and connected-TV technology for media companies to distribute and monetise video content globally; listed via a ₹1,789cr IPO in Jan 2026, backed by marquee anchor investors 🎯 Niche global SaaS exposure riding the shift to streaming/FAST (free ad-supported TV) channels worldwide #HeliosMutualFund #SmallCapFund

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Pawan K@ItsPawan_Kumar·21h

@SutariaMehul ill analyse it

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Mehul@SutariaMehul·22h

@ItsPawan_Kumar Edelweiss recently listed ipo fund is a niche theme to watch

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Pawan K@ItsPawan_Kumar·1d

🚨 Helios Small Cap Fund- Top 5 holdings in Helios' small-cap book: 1️⃣ Gokaldas Exports Ltd (2.24% AUM) 🧵 One of India's largest readymade garment exporters, manufacturing apparel for global fashion brands across multiple facilities 🎯 Play on India's textile export share gains as global brands diversify sourcing away from China 2️⃣ Cartrade Tech Ltd (2.16% AUM) 🚗 Online auto marketplace platform — owns CarWale, CarTrade, Shriram Automall and other used/new vehicle transaction platforms 🎯 Asset-light digital play riding India's growing used-car and auto-transaction formalisation 3️⃣ BSE Ltd (1.98% AUM) 🏛️ Operates the Bombay Stock Exchange — India's oldest stock exchange, with a fast-growing derivatives franchise 🎯 Direct beneficiary of rising retail participation and trading volumes in Indian capital markets 4️⃣ Shadowfax Technologies Ltd (1.98% AUM) 📦 Third-party logistics company using tech to power last-mile delivery for digital commerce and e-commerce players; recently listed via a ₹1,907cr IPO in Jan 2026 🎯 Structural bet on e-commerce and quick-commerce logistics volumes scaling in India 5️⃣ Amagi Media Labs Ltd (1.89% AUM) 📺 Bengaluru-based SaaS company offering cloud-based broadcast and connected-TV technology for media companies to distribute and monetise video content globally; listed via a ₹1,789cr IPO in Jan 2026, backed by marquee anchor investors 🎯 Niche global SaaS exposure riding the shift to streaming/FAST (free ad-supported TV) channels worldwide #HeliosMutualFund #SmallCapFund

Pawan K@ItsPawan_Kumar

🚨 Madhu Kela's Singularity Equity Fund — Recent top bets: 1️⃣ TIL Ltd (₹11.8cr+ stake) 🛠️ India's oldest crane maker, ₹274cr FY27 order book, fresh defence + CONCOR orders, turnaround play 2️⃣ Shankara Building Products (460,000 shares @ ₹926) 🏗️ Building materials retail chain, bet on India's construction/home-improvement upcycle 3️⃣ Prime Focus (2.02% stake via Singularity Large Value Fund I/II/III, alongside Ramesh Damani & Utpal Sheth) 🎬 Post-production/VFX major, net profit swung from loss to ₹62cr in a quarter — recovery story 🎯 Kela's fund is chasing turnaround + re-rating candidates — companies past their worst quarter, backed by fresh capital and order-book visibility, not richly-valued momentum names. This is the Singularity Fund's disclosed activity Madhu Kela's personal/family top holdings are Choice International, SG Finserve, Sangam Disc: holding SG Finserv Not investment advice. Do your own research.

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Pawan K@ItsPawan_Kumar·22h

𝗙𝗿𝗼𝗺 𝟮𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝘁𝗼 𝟳𝟱𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 — 𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗦𝘁𝗼𝗿𝘆 𝗼𝗳 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗠𝗶𝗱𝗱𝗹𝗲 𝗖𝗹𝗮𝘀𝘀 India's middle class isn't a modern phenomenon — it's a 75-year-long fight against its own economic policy. Here's how we got here 🧵 𝟭 | 𝟭𝟵𝟰𝟳-𝟭𝟵𝟱𝟬𝘀: 𝗦𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 𝗔𝗹𝗺𝗼𝘀𝘁 𝗭𝗲𝗿𝗼 ▪️ Post-independence India inherited mass poverty and near-universal illiteracy. ▪️ The response wasn't just economic policy — it was institution-building. IIT Kharagpur (1951) was the first bet on technical talent as a long-term compounding asset. 𝟮 | 𝟭𝟵𝟱𝟬𝘀-𝟭𝟵𝟴𝟬𝘀: 𝗧𝗵𝗲 𝗟𝗶𝗰𝗲𝗻𝗰𝗲 𝗥𝗮𝗷 𝗧𝗿𝗮𝗽 ▪️ Four decades of heavy regulation capped growth at 3-4% annually — decades that should've built a middle class, mostly didn't. ▪️ Middle class grew from ~20M to ~70M in 40 years. That's not growth, that's stagnation with a pulse. 𝟯 | 𝟭𝟵𝟵𝟭: 𝗧𝗵𝗲 𝗖𝗿𝗶𝘀𝗶𝘀 𝗧𝗵𝗮𝘁 𝗕𝗿𝗼𝗸𝗲 𝘁𝗵𝗲 𝗦𝘆𝘀𝘁𝗲𝗺 ▪️ India literally pledged gold reserves to the IMF to survive a balance-of-payments crisis. ▪️ Dr. Manmohan Singh's reforms dismantled the licence system and opened the economy — growth rates doubled almost immediately. 𝟰 | 𝟮𝟬𝟭𝟮-𝗣𝗿𝗲𝘀𝗲𝗻𝘁: 𝗧𝗵𝗲 𝗖𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝗶𝗻𝗴 𝗣𝗵𝗮𝘀𝗲 ▪️ Middle class crossed 600M by 2012. Projected to hit 750M by 2030. ▪️ By 2036, this cohort is expected to drive 93% of India's total consumer spending. 𝟱 | 𝗧𝗵𝗲 𝗨𝗻𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝗲 𝗣𝗮𝗿𝘁 ▪️ Rising cost of living, high-interest consumer debt, and an AI-disrupted job market are now straining the very class that reforms built. 75 years, one licence raj, one IMF gold pledge, and 750 million people later — this is still the single biggest structural story in Indian markets. #IndianEconomy #MiddleClass #ConsumptionStory

Pawan K@ItsPawan_Kumar

🚨 Madhu Kela's Singularity Equity Fund — Recent top bets: 1️⃣ TIL Ltd (₹11.8cr+ stake) 🛠️ India's oldest crane maker, ₹274cr FY27 order book, fresh defence + CONCOR orders, turnaround play 2️⃣ Shankara Building Products (460,000 shares @ ₹926) 🏗️ Building materials retail chain, bet on India's construction/home-improvement upcycle 3️⃣ Prime Focus (2.02% stake via Singularity Large Value Fund I/II/III, alongside Ramesh Damani & Utpal Sheth) 🎬 Post-production/VFX major, net profit swung from loss to ₹62cr in a quarter — recovery story 🎯 Kela's fund is chasing turnaround + re-rating candidates — companies past their worst quarter, backed by fresh capital and order-book visibility, not richly-valued momentum names. This is the Singularity Fund's disclosed activity Madhu Kela's personal/family top holdings are Choice International, SG Finserve, Sangam Disc: holding SG Finserv Not investment advice. Do your own research.

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Pawan K@ItsPawan_Kumar·22h

𝗦𝗮𝗿𝘃𝗮𝗺 𝗔𝗜 : Co-founder Pratyush laid out Sarvam's pivot from pure research to a full-stack AI platform. This is India trying to build its own AI stack, not rent someone else's 🧵 1️⃣ From lab to platform Indus is Sarvam's shift toward productivity, customer support and content-gen apps — think a homegrown answer to Microsoft Copilot, aimed squarely at Indian enterprises. 2️⃣ Who they're actually selling to Range spans india developers and digital-native startups all the way to large banks and financial institutions — the kind of customers who need infra that's local, secure, and compliant by default. 3️⃣ "Sovereign AI" is the whole thesis Sarvam is betting India needs an AI stack it actually owns — local data centers, local GPUs — so sensitive sectors like banking and government aren't dependent on foreign providers for critical infrastructure. 4️⃣ The ambition is bigger than one product Stated goal: control a majority share of AI tokens consumed in India. That's not "compete," that's "own the base layer." 5️⃣ Money question, answered honestly $300M raised so far, but frontier AI is brutally capital-intensive — more capital raises are coming for data centers, GPUs, and research partnerships. No pretending this gets cheap. 6️⃣ Hardware side-quest: Kaz glasses An enterprise wearable device, quietly in production in Chennai. More details soon — but it signals Sarvam isn't staying software-only. This is India's sovereign-AI argument in practice — not just building models, but owning the compute, the data centers, and the distribution layer so critical sectors aren't dependent on foreign AI infra. #SarvamAI #Indus #SovereignAI #AI

Pawan K@ItsPawan_Kumar

Data Center / Compute Providers Sify Technologies — India's first NVIDIA DGX-Ready certified data center for liquid cooling (130 KW/rack capacity); filed for a $417M IPO of its data center arm, Sify Infinit Spaces Netweb Technologies — Builds India's actual AI servers/supercomputers under its "Tyrone" brand; 28.5% ROE, growing order pipeline directly tied to GPU-heavy workloads AdaniConneX (Adani Enterprises + Bharti Airtel JV) — Partnering directly with Google on a major AI project in Visakhapatnam Reliance Industries — Planning up to $15 billion for a 1-gigawatt AI data center TCS — Planning its own 1-gigawatt AI data center; OpenAI is separately reported to be building a 100MW-to-1GW facility with the Tata Group

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Pawan K@ItsPawan_Kumar·22h

🚨 Nippon India Small Cap Fund — Fund tracks small-cap alpha aggressively — Here's what stands out: Top Holdings 1️⃣ Acme Solar Holdings (0.32% → 1.19% AUM, share count up 3.2x) 🏭 Integrated renewable energy player — solar, wind, storage, hybrid/FDRE projects, 8,070 MW contracted portfolio. 📈 Stock hit an all-time high of ₹398 in early July, up ~64% YTD, after commissioning a new BESS project in Rajasthan and closing a ₹2,800 Cr QIP. 🎯 High-conviction re-rating bet — the fund clearly added aggressively into strength rather than booking profits. 2️⃣ HDFC Bank (1.77% → 2.03% AUM, +2.2M shares added) 🏦 India's largest private bank by assets — steady compounder, rarely a "small-cap" style bet but often the ballast position in a small-cap fund. 🎯 Defensive anchor sizing up — a hedge inside an otherwise high-beta portfolio. 3️⃣ Apar Industries (1.55% → 1.71% AUM, added on falling share count) 🛠️ Conductors, cables and transformer oils — a direct power T&D infra proxy. 🎯 Classic capex-cycle beneficiary the fund is leaning further into. 4️⃣ Bharat Heavy Electricals (BHEL) and TD Power Systems — both trimmed (1.93%→1.82% and 1.71%→1.53% respectively) 📉 Modest profit booking after a strong run in the power-equipment pack. 🎯 Rotation signal — capital moving from the "old power capex" names into the newer renewable-storage story (Acme Solar). The playbook: This isn't a defensive small-cap fund — it's actively rotating out of legacy power-equipment names and doubling down on renewable energy/storage momentum, while keeping a large-cap bank as ballast. #NipponIndiaSmallCap #MutualFunds #SmallCapInvesting #AcmeSolar

Pawan K@ItsPawan_Kumar

🚨 Madhu Kela's Singularity Equity Fund — Recent top bets: 1️⃣ TIL Ltd (₹11.8cr+ stake) 🛠️ India's oldest crane maker, ₹274cr FY27 order book, fresh defence + CONCOR orders, turnaround play 2️⃣ Shankara Building Products (460,000 shares @ ₹926) 🏗️ Building materials retail chain, bet on India's construction/home-improvement upcycle 3️⃣ Prime Focus (2.02% stake via Singularity Large Value Fund I/II/III, alongside Ramesh Damani & Utpal Sheth) 🎬 Post-production/VFX major, net profit swung from loss to ₹62cr in a quarter — recovery story 🎯 Kela's fund is chasing turnaround + re-rating candidates — companies past their worst quarter, backed by fresh capital and order-book visibility, not richly-valued momentum names. This is the Singularity Fund's disclosed activity Madhu Kela's personal/family top holdings are Choice International, SG Finserve, Sangam Disc: holding SG Finserv Not investment advice. Do your own research.

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Pawan K@ItsPawan_Kumar·22h

🚨 Prof. Kartik Muralidharan , Harvard Economist on India's biggest structural challenge: • 🇮🇳 Govt isn't short of spending—it's short of accountability. • 🎯 Millions treat government jobs as a "lottery," spending their best years preparing instead of building skills. • 📉 80% of educated youth unemployment is linked to this exam-preparation trap. • 💰 Lower-level government jobs are often overpaid, while top leadership is underpaid and overstretched. • 🏛️ India is over-centralized. Local communities have little power to reward performance or punish absenteeism. • 🔄 The solution? Decentralization, local accountability, and practicum-based hiring instead of exam-only recruitment. The biggest challenge isn't just unemployment. It's a system that rewards waiting over working, memorization over skills, and centralization over accountability. Structural reforms—not short-term fixes—will determine India's next decade.

Pawan K@ItsPawan_Kumar

🚨 Madhu Kela's Singularity Equity Fund — Recent top bets: 1️⃣ TIL Ltd (₹11.8cr+ stake) 🛠️ India's oldest crane maker, ₹274cr FY27 order book, fresh defence + CONCOR orders, turnaround play 2️⃣ Shankara Building Products (460,000 shares @ ₹926) 🏗️ Building materials retail chain, bet on India's construction/home-improvement upcycle 3️⃣ Prime Focus (2.02% stake via Singularity Large Value Fund I/II/III, alongside Ramesh Damani & Utpal Sheth) 🎬 Post-production/VFX major, net profit swung from loss to ₹62cr in a quarter — recovery story 🎯 Kela's fund is chasing turnaround + re-rating candidates — companies past their worst quarter, backed by fresh capital and order-book visibility, not richly-valued momentum names. This is the Singularity Fund's disclosed activity Madhu Kela's personal/family top holdings are Choice International, SG Finserve, Sangam Disc: holding SG Finserv Not investment advice. Do your own research.

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Pawan K@ItsPawan_Kumar·23h

PPL Pharma

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Pawan K@ItsPawan_Kumar·23h

Amara Raja Ready to break out fm consolidation

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Pawan K@ItsPawan_Kumar·1d

Weekend Interesting Charts: GRP Ltd coming out fm Base with good volumes

Pawan K@ItsPawan_Kumar

Weekend Interesting Charts: Last week: Dixon, ITC Hot, CDSL, Ujjivan did better or stays strong where small cap were in pressure. AMAL results came very good

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Pawan K@ItsPawan_Kumar·1d

𝗪𝗵𝘆 𝗬𝗼𝘂'𝗿𝗲 𝗣𝗮𝘆𝗶𝗻𝗴 𝗘𝗠𝗜𝘀 𝗪𝗵𝗲𝗻 𝗬𝗼𝘂𝗿 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲 𝗬𝗼𝘂𝗿 𝗕𝗮𝗻𝗸 Most people don't realise a Loan Against Mutual Funds (LAMF) isn't an EMI product at all — and that difference alone can save you real money. Quick breakdown 🧵 1️⃣ It's a credit line, not a term loan No fixed monthly instalment covering principal + interest. You pay ONLY interest on what you've withdrawn — principal can be repaid anytime within 3 years, in any amount. 2️⃣ The formula is simple Monthly Interest = Outstanding × Annual Rate ÷ 12 ÷ 100 At 9.99-10.5% p.a.: ₹1L withdrawn = ~₹833/month interest. That's it. No principal chunk. 3️⃣ Partial repayment = instant interest cut Borrow ₹1L in Jan (₹833/mo interest), repay ₹50k in Feb → from March your interest halves to ~₹416/mo. No prepayment penalty either. 4️⃣ It's revolving, not one-shot Repay what you owe, your credit limit resets. Zero interest when nothing's outstanding — you only pay for what you actually use, when you use it. 5️⃣ The real comparison that matters: On ₹1L borrowed — LAMF: ~₹833/mo (interest only) Personal loan (16%): ~₹1,333/mo interest + EMI principal Credit card: ₹3,000-3,500/mo (interest only, way higher rate) 6️⃣ The underrated bit No hard CIBIL check, no foreclosure charges, and your pledged mutual funds keep earning returns while the loan is live — you're not selling your compounding to fund a short-term need. For short-term liquidity needs, LAMF beats personal loans and credit cards on cost AND flexibility — the catch is discipline, since there's no forced principal repayment nagging you every month. #LAMF #PersonalFinance #MutualFunds Educational only. Not investment/credit advice — read the loan agreement before applying.

Pawan K@ItsPawan_Kumar

🚨 Helios Small Cap Fund- Top 5 holdings in Helios' small-cap book: 1️⃣ Gokaldas Exports Ltd (2.24% AUM) 🧵 One of India's largest readymade garment exporters, manufacturing apparel for global fashion brands across multiple facilities 🎯 Play on India's textile export share gains as global brands diversify sourcing away from China 2️⃣ Cartrade Tech Ltd (2.16% AUM) 🚗 Online auto marketplace platform — owns CarWale, CarTrade, Shriram Automall and other used/new vehicle transaction platforms 🎯 Asset-light digital play riding India's growing used-car and auto-transaction formalisation 3️⃣ BSE Ltd (1.98% AUM) 🏛️ Operates the Bombay Stock Exchange — India's oldest stock exchange, with a fast-growing derivatives franchise 🎯 Direct beneficiary of rising retail participation and trading volumes in Indian capital markets 4️⃣ Shadowfax Technologies Ltd (1.98% AUM) 📦 Third-party logistics company using tech to power last-mile delivery for digital commerce and e-commerce players; recently listed via a ₹1,907cr IPO in Jan 2026 🎯 Structural bet on e-commerce and quick-commerce logistics volumes scaling in India 5️⃣ Amagi Media Labs Ltd (1.89% AUM) 📺 Bengaluru-based SaaS company offering cloud-based broadcast and connected-TV technology for media companies to distribute and monetise video content globally; listed via a ₹1,789cr IPO in Jan 2026, backed by marquee anchor investors 🎯 Niche global SaaS exposure riding the shift to streaming/FAST (free ad-supported TV) channels worldwide #HeliosMutualFund #SmallCapFund

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Pawan K@ItsPawan_Kumar·1d

𝗧𝗵𝗲 ₹𝟭𝟱𝟲 𝗖𝗿 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗤𝘂𝗶𝗲𝘁𝗹𝘆 𝗙𝗶𝗴𝗵𝘁𝗶𝗻𝗴 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗣𝗼𝘄𝗲𝗿 𝗟𝗲𝗮𝗸 India's power distribution companies still lose ~20-22% of electricity to theft, billing gaps and ageing wires. Govt wants that down to 10% by 2030. One 40-year-old execution player is sitting right in the middle of the fix — G V Electricals. Results: FY26 revenue ₹156.41 Cr | EBITDA more than 2x YoY | PAT up 124.5% YoY. Classic operating leverage kicking in. What they actually do: Utilities hand them a tender, GV deploys workforce, fixes/maintains the distribution network — feeders, substations, meters — and bills periodically. Boring, essential, sticky work. 76% of revenue is O&M (recurring), and 88% comes from repeat clients — this isn't a one-tender-at-a-time business, it's an annuity dressed as an EPC company. Their Data Centre & IT Infra segment jumped from ₹2.1 Cr to ₹10.37 Cr in one year — a 5x move that pushed it into their 4th-largest customer bucket, riding the data-center power buildout theme. Order book: ₹553.70 Cr as of June'26 — 3.5x FY26 revenue, across 34 live projects. That's multi-year visibility most small-caps this size don't have. Clientele that matters: Tata Power, Adani Power, BSES, Reliance Energy, CESC, L&T, ABB, Siemens — reference-driven business where these logos actually help win the next tender. This is a low-margin, execution-heavy, tender-dependent business — growth depends on continuing to win against competition and scaling manpower without diluting quality. Data-center revenue is exciting but still just ~6.6% of the pie — not yet the main story. A legacy T&D execution shop riding two tailwinds at once — RDSS (₹3.03 lakh Cr govt outlay to cut AT&C losses) and India's data-center power boom — with an order book that's already 3.5x sales. Disc: Educational only. Not investment advice.

Pawan K@ItsPawan_Kumar

🚨 Helios Small Cap Fund- Top 5 holdings in Helios' small-cap book: 1️⃣ Gokaldas Exports Ltd (2.24% AUM) 🧵 One of India's largest readymade garment exporters, manufacturing apparel for global fashion brands across multiple facilities 🎯 Play on India's textile export share gains as global brands diversify sourcing away from China 2️⃣ Cartrade Tech Ltd (2.16% AUM) 🚗 Online auto marketplace platform — owns CarWale, CarTrade, Shriram Automall and other used/new vehicle transaction platforms 🎯 Asset-light digital play riding India's growing used-car and auto-transaction formalisation 3️⃣ BSE Ltd (1.98% AUM) 🏛️ Operates the Bombay Stock Exchange — India's oldest stock exchange, with a fast-growing derivatives franchise 🎯 Direct beneficiary of rising retail participation and trading volumes in Indian capital markets 4️⃣ Shadowfax Technologies Ltd (1.98% AUM) 📦 Third-party logistics company using tech to power last-mile delivery for digital commerce and e-commerce players; recently listed via a ₹1,907cr IPO in Jan 2026 🎯 Structural bet on e-commerce and quick-commerce logistics volumes scaling in India 5️⃣ Amagi Media Labs Ltd (1.89% AUM) 📺 Bengaluru-based SaaS company offering cloud-based broadcast and connected-TV technology for media companies to distribute and monetise video content globally; listed via a ₹1,789cr IPO in Jan 2026, backed by marquee anchor investors 🎯 Niche global SaaS exposure riding the shift to streaming/FAST (free ad-supported TV) channels worldwide #HeliosMutualFund #SmallCapFund

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