Jushim Debbarma

Vijay Kedia made 15x on TAC Infosec (₹106 → ₹1,671) Now he's quietly building a cybersecurity bouquet on the SME platform. Three positions. Same theme. All entered early:👇 - TAC Infosec — 10.95% World's 5th largest vulnerability management company. AI platform (ESOF) manages 5M+ vulnerabilities. CASA assessor for Google, Microsoft, Meta. - TechD Cybersecurity — 5.26% Zero debt. RoCE 81%, RoE 62%. A capital-light services compounder. - Sattrix Info Security — ~8-10% Added in Feb 2026 via preferential allotment at ₹347, near all-time high. H1FY26 profit jumped ~400% YoY. Premium 70x P/E entry. He also added Exato Technologies — 4.71% Listed Dec 2025. AI-CX / contact-center transformation (NOT cyber). Now here's the part most people are missing. His older cyber bets got smashed in Q4FY26: TAC Infosec — down (48%), TechD — down (31%) His overall portfolio is down (38%) from peak over 14 months. What did he do? He didn't trim. He didn't average down on the falling ones. He added two NEW names — Exato in Dec, Sattrix in Feb. That's not panic. That's not hope. That's a man who believes the theme is bigger than the drawdown. His core book stays untouched — Atul Auto (20.9%), Neuland, Elecon. Precision Camshafts was trimmed cleanly when it broke down. No averaging into weakness. Classic Kedia discipline. The pattern is hard to miss: Small companies. SME-listed. Early entry. High conviction. Long holding period. The same playbook that turned TAC into a 15-bagger is now being run across four names at once. If even one of these compounds the way TAC did, the math gets very interesting. Disc: Not advice. Just an observation worth sitting with...👀 #Investing #CyberSecurity #VijayKedia #SmallCap

🔶 Stocks that delivered STRONG results last week & today👇🏻 🔥𝗣𝗿𝗼𝗳𝗶𝘁𝘀 𝘂𝗽𝘁𝗼 𝟮𝟵𝟲𝟳%🔥 👉🏻 IdeaForge Tech 👉🏻 Omax Auto 👉🏻 Sudarshan pharma 👉🏻 Ather Energy 👉🏻 IKIO Tech 👉🏻 Mitsu Chemplast 👉🏻 Servotech Renewable 👉🏻 National Peroxide 👉🏻 NSDL 👉🏻 Capri Global 👉🏻 Silver Touch Tech 👉🏻 Gayatri Rubbers 👉🏻 RR Kabel 👉🏻 Rajputana Industries 👉🏻 Bhagyanagar 👉🏻 Acutaas Chemicals 👉🏻 California Software 👉🏻 Cemindia Project 👉🏻 Waaree Energies 👉🏻 Futuristic Solutions 👉🏻 Ador Welding 👉🏻 RNIT AI Solutions 👉🏻 Baheti Recycling 👉🏻 Granules India 👉🏻 Sterlite Tech 👉🏻 Bansal Wire Ind 👉🏻 Fabtech Tech 👉🏻 Emmvee Photovoltaic 👉🏻 Macfos 👉🏻 Garden Reach 🔁Like & Repost #StockMarket

Growth Triggers 👇 🔹#TDPower – Data center/export-led generator demand; OB ₹1,845 Cr; new plant + strong FY27 visibility 🔹#QualityPower – Grid capex + HVDC push; Sangli expansion (₹1,500 Cr potential) + JV scale-up 🔹#ShilcharTech – Renewable transformer demand; full utilization + expansion by FY27 🔹#MTAR – AI/data center fuel cells + nuclear/defense; OB ₹2,395 Cr, strong order momentum 🔹#Kaynes – EMS + semiconductor play; OB ₹9,072 Cr; OSAT ramp underway 🔹#Netweb – AI/HPC boom; strong strategic orders + 30–40% growth visibility 🔹#ZenTech – Defense indigenization; anti-drone + simulators; OB ₹1,427 Cr 🔹#DataPatterns – Radar/EW systems; OB ₹1,868 Cr + strong pipeline 🔹#PTCIndustries – Aerospace/defense alloys; global tie-ups (Blue Origin, Honeywell) 🔹#E2ENetworks – GPU cloud/AI infra; hyper growth + high margins 🔹#InoxIndia – LNG/cryogenic exports; diversified global demand 🔹#FrontierSprings – Railways capex play; strong order visibility + capacity ramp 🔔 Real-time stock alerts on WhatsApp → finq.in

Cable companies are on fire these days 🔥🔥🔥 Best cable stocks to track and study 👇 Polycab India KEI Industries R R Kabel Finolex Cables KSH International Universal Cables V-Marc India Advait Energy Dynamic Cables JD Cables Systematic Industries Cords Cable Prime Cable Industries Plaza Wires Cables are the backbone of modern infrastructure. Whatever development is happening in the power sector, power simply cannot be transmitted without cables - making them critical for transmission and distribution. On top of that, data centers require massive amounts of cabling, and with increasing digitization, cables are needed everywhere across industries. Disclaimer: This is for educational purposes only, not a buy/sell recommendation. Please do your own research before investing.

Power Sector is the Biggest Proxy to Capture the Massive Growth Opportunity in AI & Data Centers 🔥🔥🔥 Best Stocks to Study & Track in the Power Ecosystem 👇 Hitachi Energy Power Grid CG Power Om Power GE Vernova T&D TD Power Siemens Energy Cummins India ABB India BHEL Kirloskar Pneumatic Emmvee Photovoltaic Apar Industries Bharat Bijlee Kirloskar Electric Voltamp Transformers TARIL Indo Tech Transformers Quality Power KEC International Kalpataru Projects Transrail Transrail Lighting Skipper Techno Electric Bajel Projects Advait Energy Polycab KEI Industries Finolex Cables RR Kabel Dynamic Cables Universal Cables Kirloskar Oil Engines Rajesh Power Atlanta Electricals Yash Highvoltage Danish Power Oriana Power Waaree Energies Fujiyama Power Prostarm Info Why This Theme is Important 👇 Data centers are extremely power-intensive infrastructure, and with AI, cloud, and digital growth accelerating, electricity demand is set to rise significantly. This directly benefits the entire power sector ecosystem, including: Generation (thermal, renewable, captive power) Transmission & Distribution infrastructure Transformers, cables, and electrical equipment BESS & UPS systems for stability and backup Generators (diesel/gas) for uninterrupted operations Renewable integration (solar + storage + grid) Since data centers require 24/7 uninterrupted power, every layer of the power value chain becomes critical. Big Picture 🎯 Data center boom → Massive power demand Power demand → Growth across entire power sector Infrastructure build-up → Multi-year opportunity ➡️ This makes the power sector one of the strongest structural themes going forward Disclaimer: For educational and study purposes only. Not a buy/sell recommendation. Please do your own research.

@WealthEnrich A

2 ways to make money in equity #markets : A. Compound : Buy & Hold ! (Sell/Switch only if story falters) B. Rotate : Buy,Sell,Buy,Sell ! (Target based profit booking) There is no right/wrong way. You do whatever suits your strategy & temperament. Whats your style: 'A' or 'B'?

🔥 Data Centre Theme: My High Conviction Picks 📡 | Infra + Tech Play Rising demand for AI, cloud & data storage is driving this theme — strong potential ahead 📊 🔹 Aeroflex Industries 🔹 Netweb Technologies 🔹 Aurionpro Solutions 🔹 Sterlite Technologies 🔹 Techno Electric & Engineering 🔹 KRN Heat Exchanger 🔹 E2E Networks 🔹 MTAR Technologies 🔹 TD Power Systems 🔹 Q Power 📈 Why this theme matters: Data centres need power, cooling, networking & infra — these companies are directly/indirect beneficiaries. ⚡ Keep tracking — more clarity will come post Q4 concalls.

These 28 mid & smallcap stocks gave between 15-22% returns in the last 1 week. I shall share the top 5-7 (strong fundamentals & not just momentum) from these which deserve a deeper look with valid reasons shortly. #StockToWatch Shaily Engineering: +32.79% IndoTech Transformers: +30.18% Atlanta Electricals: +29.28% IRM Energy: +28.38% CIAN Agro: +27.62% Anondita Medicare: +26.88% Delta Corp: +26.47% Omnitech Engg: +26.00% Elecon Engineering: +24.23% JTL Industries: +21.91% Dollar Industries: +21.85% Websol Energy: +21.32% AYM Syntex: +21.17% Sigma Advanced Sys: +20.68% Camlin Fine Sciences: +19.74% Andrew Yule & Co: +19.22% Vidya Wires: +18.80% OneSource Sp Pharma: +18.19% Jana Small Fin Bank: +17.35% Man Infraconstruction: +17.31% Bhagiradha Chemicals: +17.02% DEE Development Engg: +16.85% Fujiyama Power Systems: +16.73% Data Patterns: +16.70% STL Networks: +16.66% Quality Power : +15.78% Kothari Industrial Corp: +15.75% JNK India: +15.09%

🔥25 Smallcap Stocks still Available at -40% Above Discount. Bookmark it 🔖 Stallion: -56% (Discount) Oswal Pump: -54% HG Infra Engineering: -53% CarTrade: -49% IZMO: -48% Allied Digital: -48% Kitex Garments: -48% Vimta Labs: -48% Dam Capital: -47% Indo Farm: -46% Arkade: -46% GK Energy: -46% SJ Logistics: -45% Som Distillery: -45% Servotech Renewables: -45% Tolins Tyres: -45% DCX Systems: -45% E Pack Prefab: -45% TARIL: -44% Zaggle: -44% Intellect Design: -43% HPL Electric: -43% Jyoti CNC: -43% Precision Camshaft: -41% Balu Forge: -40%

TARIL Q4FY26 Concall Updates 🔶️ FY27 Guidance • Revenue guidance: 3,200 Cr • Execution growth: 35-40% • EBITDA margin: 15-17% • Current utilisation 75%, expected to ramp to ~95% in FY27 🔶️ Capacity Expansion • Changodar plant commissioning by Q2FY27 (Likely to operate at 75-80% util) • Moraiya plant by Q3FY27. • Total capacity to rise from 40K MVA to 75K MVA (FY26 Production - 33K MVA) 🔶️ Backward Integration • CRGO sourcing started from integrated facility • Full operationalisation now expected Q1FY28 • Benefits likely visible from FY28 onward • CTC plant approval required from PGCIL 🔶️ Orders / Demand • Moderating order inflows to prioritise higher-margin orders with better payment terms • Backlog visibility being maintained at 18–24 months • HVDC pipeline at 10–12 projects; empanelment expected soon Follow @vishan_29 for more updates.

FOCUS AERO & DEFENCE STOCK MASTER LIST (MUST BOOKMARK) ✈️ AIRCRAFT & AEROSPACE • HAL → Tejas, Dhruv helicopters, Su-30 MKI • Dynamatic Technologies → Airbus, Boeing structures supplier • Taneja Aerospace → MRO & light aircraft • Zen Technologies → Combat simulators 🖥️ DEFENCE ELECTRONICS • Bharat Electronics (BEL) → Radars, EW, missiles electronics • Data Patterns → Avionics, radar, missile subsystems • Astra Microwave → RF/microwave, EW systems • Paras Defence → Defence optics & space imaging • Apollo Micro Systems → Embedded electronics for missiles 🚀 MISSILES & WEAPONS • Bharat Dynamics (BDL) → Guided missiles, torpedoes • Solar Industries → Explosives, ammunition & rockets • BEML → Heavy defence vehicles ⚓ NAVAL & SHIPBUILDING • Mazagon Dock → Destroyers, frigates, submarines • Cochin Shipyard → INS Vikrant builder • Garden Reach (GRSE) → Naval vessels & patrol boats ⚙️ PRECISION ENGINEERING • MTAR Technologies → Nuclear, space & defence components • Bharat Forge → Artillery guns & defence forgings • DCX Systems → Defence cable & harness assemblies • Centum Electronics → Space & defence grade electronics 🚁 DRONES & UAVs • ideaForge Technology → India's largest defence drone maker • Zen Technologies → Anti-drone & detection systems Which Stocks are in your portfolio? and Which stocks would you like to add in the PF? Comment 👇👇

🔥30 Smallcap Stocks Hitting All Time High. Bookmark it 🔖 1. Aditya Infotech (CP PLUS) 2. MCX 3. Quality Power 4. Belrise 5. TD Power 6. Anand Rathi Wealth 7. Cupid 8. BHEL 9. GE Vernova T&D 10. MTAR Technologies 11. J & K Bank 12. BSE 13. Angel One 14. Syrma SGS Tech 15. Senores Pharma 16. AXISCADES 17. Godawari Power 18. Data Pattern 19. Shriram Pistons 20. P N Gadgil Jewellers 21. Bliss GVS Pharma 22. Bajaj Consumer 23. Emmvee Photovoltaic 24. Precision Wires 25. Aether Industries 26. DCB Bank 27. KRN Heat Exchan 28. Lumax Auto Tech. 29. Ather Energy 30. Thangamayil Jewellers Fundamentally Good Stocks Recovered Very Fast. Which one you have? Comment 👇

Stocks that DOUBLED every year for last 5 Years 🔥🔥🚀 BSE GE Vernova Shilchar Tech Lloyds Metals Advait Energy KPI Green Diamond Power E2E Networks Authum Invest Transformers Piramal Finance Indosolar TD Power Systems Cupid Waaree Renewables Sky Gold Swan Defence ASM Technologies Lloyds Engg Elitecon Intl SG Mart Piccadilly Agro Knowledge Marine KP Energy Onix Solar Ujaas Energy Servotech Renew Mufin Green Fin

52-Week Low to Massive Rally 🚀 22 Stocks You Can’t Ignore!🎯📊 +191% – Bajaj Consumer Care +158% – TD Power +203% – NALCO +147% – Lumax Industries +260% – MTAR Technologies +139% – Apar Industries +173% – Netweb Technologies +162% – Force Motors +156% – Apollo Micro Systems +140% – Hitachi Energy +152% – Bharat Seats +255% – Lumax Auto Technologies +163% – GMDC +188% – Hindustan Copper +143% – Kirloskar Oil Engines +287% – Quality Power +157% – Axiscades Technologies +191% – Precision Wires +195% – Ather Energy +207% – GE Vernova T&D +161% – MCX +140% – Belrise Industries

Mainboard Leaders & Their SME Counterparts - Hidden Opportunities You Can’t Ignore 🔥👇 Waaree Energy →Alpex Solar Syrma SGS → Aimtron Electronics Garden Reach Shipbuilders → Krishna Defence (recently migrated) Transrail Lighting → Rajesh Power / Viviana Power Yatharth Hospital → UniHealth Hospitals Cupid → Anondita Medicare Polycab → JD Cables / Prime Cables Shilchar Technologies → Danish Power Amara Raja Energy → Maxvolt Energy Interarch Building → Sathlokhar Synergys Acme Solar → Oriana Power Gravita India → Baheti Recycling Aditya Infotech → Prizor Viztech Let’s continue building this list further - you can also add more mainboard players and their SME counterparts to make this list even more comprehensive and insightful. Disclaimer: This is for educational purposes only and not investment advice. Please do your own research before investing.

High Growth + Strong Returns + Reasonable Valuation. 40%+ growth, ROCE 20%+, PE < 25 25 stocks (MCap 1000-10,000 cr) cleared the screen but these are the 11 #Stocks that I will be studying in detail for more clarity. Here is the detailed breakdown. Bucket 1: Clean Growth, High ROCE Oswal Pumps, CMP ₹391, PE 12.7 ROCE 77% | Growth: Sales +48%, Profit +58% 77% ROCE at PE 12.7 is the kind of combination you see maybe twice a year on a screen. Agricultural & industrial pump demand has been strong, largely driven by rural infrastructure spending, & this company is visibly taking market share. The reason it is still trading at this level could be that larger investors have not looked at it closely yet. This one is worth digging into properly. Sathlokhar Systems, CMP ₹407, PE 15.2 ROCE 53% | Growth: Sales +40%, Profit +40% Sales & profit are growing at the same pace here, which usually means the company is scaling without much operating leverage showing up yet. That said, ROCE at 53% rules out any capital misallocation story. One thing that needs checking here is whether the client base is project-driven or recurring & this answer can change long-term thesis completely. K P Energy, CMP ₹329, PE 14.9 ROCE 41% | Growth: Sales +70%, Profit +57% Gujarat-based wind energy developer, PE under 15. India's wind capacity addition has been picking up & Gujarat remains one of the most active states. Profit at 57% running behind sales at 70% means execution margins dipped during scaling, fairly normal for project businesses. The FY26 order book will tell you most of what you need to know here. Bucket 2: High Growth, Sector Tailwinds Rajesh Power, CMP ₹1007, PE 15.4 ROCE 54% | Growth: Sales +232%, Profit +223% At this scale, 232% growth is usually linked to a large execution cycle rather than steady demand expansion. At PE 15.4 with ROCE at 54%, the stock looks cheap if the current order book supports even 80 to 100% revenue next year. If the pipeline has thinned out after a strong run, that PE re-rates upward quickly as growth normalises. Alpex Solar, CMP ₹1021, PE 14.0 ROCE 50% | Growth: Sales +226%, Profit +226% Margins held steady even while scaling 226% — that points to disciplined execution or favourable pricing on domestic module contracts. The bigger concern would be Chinese module price erosion making imports competitive again. At this price, some of that risk is already sitting in the valuation. Oriana Power, CMP ₹2021, PE 17.7 ROCE 42% | Growth: Sales +107%, Profit +138% Profit growing faster than sales at 138% versus 107%, you are likely seeing fixed costs getting absorbed over a larger revenue base. Given where it is trading today, if execution holds for a few more quarters, the market could start assigning a higher multiple. KP Green Engineering, CMP ₹402, PE 19.1 ROCE 30% | Growth: Sales +103%, Profit +112% ROCE at 30% is the softest in this bucket. In EPC businesses, working capital can stretch during fast scaling & pull that number down further. Worth watching receivables days in the next quarterly balance sheet before adding meaningful exposure. Bucket 3: Explosive Growth One Global Service, CMP ₹639, PE 20 Growth: Sales +362%, Profit +440% Whether this sustains depends largely on the business model & how concentrated the client base is. At PE 20, the market is not pricing in a repeat of 440%, so even a slowdown to 80 or 100% keeps it interesting. Needs more work before taking a view. GK Energy, CMP ₹120, PE 13 Growth: Sales +166%, Profit +269% PE 13 with 269% profit growth means the market either has not found this yet or has looked & found something uncomfortable. Both are genuinely possible at this size. This is not something you take a position in based on a screen alone. Bondada Engineering, CMP ₹335, PE 19 Growth: Sales +134%, Profit +150% With regional EPC companies, the usual concern is payment cycles. If cash flows are in line with reported profits, the valuation looks reasonable. If there is a gap, the quality of earnings becomes questionable. That one check matters more than anything else here. Afcom Holdings, CMP ₹747, PE 16 Growth: Sales +61%, Profit +86% Profit running ahead of sales at 86% versus 61% whichusually means either better asset utilisation or some pricing power coming through. At these levels, neither is priced in. Not a bad one to keep tracking over the next few quarters. So where do we go from here: The screen has narrowed it to 25 names & now I have further filtered it to 11. It is about figuring out which ones can sustain this & which ones are just riding a cycle. For me, I would spend more time on the first 2 buckets before going anywhere near the rest. The combination of high ROCE, strong growth & low PE in Bucket 1 especially is not something you come across often, analyse it deeply.

Stocks that DOUBLED every year for last 5 Years 🔥🔥🚀 BSE GE Vernova Shilchar Tech Lloyds Metals Advait Energy KPI Green Diamond Power E2E Networks Authum Invest Transformers Piramal Finance Indosolar TD Power Systems Cupid Waaree Renewables Sky Gold Swan Defence ASM Technologies Lloyds Engg Elitecon Intl SG Mart Piccadilly Agro Knowledge Marine KP Energy Onix Solar Ujaas Energy Servotech Renew Mufin Green Fin

This week had only 4 trading sessions & these 20 #stocks delivered over 20% returns 🚀. In some pockets money is getting aggressive specially across metals, power, infra, and niche smallcaps. #StocksToWatch 🔥 Indiabulls CMP ₹17.58, Return +44.69% 🔥 Indo Tech Transformers CMP ₹1845.80, Return +39.00% 🔥 KRN Heat Exchanger CMP ₹1269.90, Return +31.01% 🔥 Gallantt Ispat CMP ₹853.45, Return +29.61% 🔥 Bharat Wire Ropes CMP ₹221.96, Return +29.35% 🔥 Elcid Investments CMP ₹134869.50, Return +27.87% 🔥 Shipping Corporation of India CMP ₹305.87, Return +25.72% 🔥 Quality Power Electrical CMP ₹1206.05, Return +25.36% 🔥 Virtuoso Optoelectronics CMP ₹362.40, Return +24.99% 🔥 Enviro Infra Engineers CMP ₹213.04, Return +23.04% 🔥 Ugro Capital CMP ₹114.83, Return +22.33% 🔥 G M D C CMP ₹736.90, Return +22.19% 🔥 Marsons CMP ₹167.21, Return +22.06% 🔥 CIAN Agro Industries CMP ₹1050.70, Return +21.54% 🔥 Indosolar CMP ₹515.10, Return +21.53% 🔥 Waaree Renewable CMP ₹1116.10, Return +21.47% 🔥 63 Moons Technologies CMP ₹662.70, Return +20.56% 🔥 Rajesh Power Services CMP ₹1132.85, Return +20.28% 🔥 Yatra Online CMP ₹123.38, Return +20.18% 🔥 Insolation Energy CMP ₹142.86, Return +20.01%

Top Sectors to study : 1. Aerospace and Defence: (Bel, Axiscade, Azad engg, Mazdock, Grse, Datapattern, MTar) 2. AI and Data centre theme ( Netweb, Aurionro, Anatraj, ABB, Techno electric, KRN, Sterlite tech Aeroflex,kirloskar oil, ) 3. EV 2Wheeler ecosystem ( Tvs, Ather, Zelio, max volt) 4. Pharma and speciality chemicals ( Privi, Sudeep, Sakar, KPL, Zydus ) 5. Power transmission ( Gevernova, Hitachi, Schneider, Qpower, Atlanta, ) Do study , and comment which ones u have in portfolio.