Keyur Rupavatiya

@aditiraval Ae badhu on paper che...tamne pn khbar che ane mane pn... what's happening 😬

@Keyur_234 Yes it’s a dry state but what if we observe someone drinking ? Openly? Apppy Fizz to nahotu laagtu

Gujarat is a dry state 🙂

@dhruvrrawani @tushar9590 As an env. engineer..I feel it's true.

@tushar9590 @tushar9590 the constraint is scaling the technology in a cost effective manner it’s still not there. Tracking this space globally for 4 years now.

Today is all AI AI. 1-2 years down the line it'd be Carbon Carbon. Indian government has announced ₹20,000 Cr scheme for Carbon Capture, Utilisation and Storage (CCUS) to be spent by the govt in 5 years. Intent is to scale up CCUS from Pilot to commercial stage. This includes: >Capturing CO₂ from industrial sources. >Utilising it (e.g., for green urea, sustainable aviation fuel, carbon-cured building materials). >Storing the rest underground Today nobody's talking about this segment, 1-2 years down the line there'd be frenzy in this segment.

જેમ હેલ્મેટની ડ્રાઈવ રાખી છે તેમ દારૂના અડ્ડા પર પણ એક ડ્રાઇવ યોજાવી જોઈએ હેલ્મેટ કરતા વધારે ફાયદો થશે… બાકી જનતા તો દંડ ભરવાજ જનમી છે… @sanghaviharsh

@maloo_vikas Add #MGEL

linkedin.com/posts/vikas-ma… Key stocks to gain: AWL Agri, GAEL, Gokul, Patanjali and other domestic crushers. #Agricommodities #Indianeconomy #Inflation

Edible oil prices have surged 14-17% in just 4 months due to freight costs, climate issues, and the global biofuel pivot. The Pain: FMCG & QSR sectors face margin pressure; inflation for consumers. 🟢 The Gain: For Indian farmers & domestic refiners, boosting local production.

@maloo_vikas @AimInvestments Whats your view on esprit now ?? Are you tracking ?

@AimInvestments For your info, Nippon Life had initially acquired 26% in 2012 (joint venture phase). In 2019, it acquired an additional ~32.1% stake (via open offer + direct purchase from Reliance Capital) for ₹4,520 crore (INR 45.2 billion). It's patience of 15 years which delivered result.

In 2019, Nippon Life Insurance acquired Reliance Mutual Fund from Anil Ambani. Acquisition cost: ~₹6,000 Cr Current MCap (Nippon India Mutual Fund): ~₹40,000–45,000 Cr 👉 ~7x in ~5-6 years Massive gains if we include dividend income on their 75% holding.

@bjshah8001 Yes...I'm tracking from 38 levels and highly undervalued in terms reserves and kopran stake they have..

Oricon enterprise ? Any view

@Normal_2610 Enviro infra won many BESS project and I don't think they have an experience bcoz there are mainly in water-wastewater treatment industry..lets see

A typical BESS project gets 18-24 months from PPA signing to commissioning. The massive tender boom really started mid-2023 when the VGF scheme was announced and most of the 92 GWh pipeline was built up in 2024-2025. So mathematically, most projects are simply still within their construction window. PPA Signing Delays - Distribution utilities (the buyers) keep delaying PPA signing because they expect prices to fall further in this rapidly evolving market. Around 40-55 GW of renewable capacity is stuck waiting for PPA signatures. India renewable energy growth is outpacing its transmission infrastructure, Building transmission lines takes 3-6 years, but tender awards happen in months. So you win a project, but there's no grid to plug into. Only a few projects from the entire plethora of tenders have actually received financing so far, Banks see BESS as a new, risky asset class. The aggressive tariff compression makes lenders even more nervous. Standalone 2-hour BESS tariffs fell from ₹2.21 lakh/MW/month in early 2025 to just ₹1.48 lakh/MW/month by year-end 50 new bidders entered in 2025 alone, many are inexperienced and may have bid unrealistically low. The industry keeps asking - What battery costs are they assuming at these tariff levels? China has been slowly tightening trade and implementing measures to curb the cost decline of batteries through export controls and wage increases will the ultra-low tariff assumptions hold if Chinese battery prices stop falling or reverse? At current pricing, capital costs are estimated at USD 120-150/kWh based on USD 70/kWh battery costs in 2025 if China restricts LFP cell exports or prices stabilize, many of these aggressively-bid projects could face serious viability issues. PLI = Production Linked Incentive. This is about manufacturing, not about building BESS projects. Right now, India imports almost all its battery cells from China. The government wants domestic manufacturing. So it created a scheme worth ₹18,100 crore to incentivize companies to set up 50 GWh of Advanced Chemistry Cell (ACC) battery manufacturing capacity in India. Key players who won PLI bids - Ola Electric, Reliance New Energy, Rajesh Exports, Hyundai Global Motors, and Amara Raja (among others). How All These Bottlenecks Connect? China controls cells → India imports cells → low domestic manufacturing → developers depend on Chinese pricing → they bid ultra-low assuming Chinese prices will fall → China tightens exports → costs go up → projects become unviable → banks won't finance → PPAs don't get signed → discoms delay → grid doesn't get built → projects stall → VGF money goes unspent → government targets get missed. Each bottleneck feeds the next one.

@dhruvrrawani As of now, our leaders goal is to win elections..win elections..win elections..!!

Does India fulfil any of these conditions and can a part of buildout happen in India?

@aditiraval I don’t think followers will vote; most real voters are not on social media...SM play only 20-30% role as we already saw many cases in Rajasthan and Chennai in last Loksabha election where Young comers focus on social media but still lost the game.

I rarely tweet about politics and my political views are very personal, but after reading this, I feel like sharing that people in politics shouldn’t focus on follower counts, but on how many people they truly engage with and respond to. In an era where fake followers and bot views are easily bought, real connection matters more than numbers. Leaders with smaller audiences but genuine engagement deserve more recognition within their parties. I may not know who personally handles their social media, but I appreciate the approach of @AmitShah4BJP 👏🏼 rarely seen promoting himself online, yet widely known for his on-ground work and support. Would be interested to hear your thoughts on this, let’s keep the discussion respectful and constructive.

@EquityInsightss Consumption is increasing compared to 10 years ago..just new players come with new design, comfort & price of course etc.. These biggies didn't change with time.

Footwear sector has been completely dismantled😶 Most leading names are down 50-80% from their ATH Relaxo down ~82% Bata down ~72% Campus down ~65% This is not limited to footwear - the same pattern is visible across several consumption segments Story of many consumption companies getting dusted whether it is QSR, paints, innerwear, FMCG... Consumption has been in a slump across several categories for quite some time

@jineshJ42626577 @KingKong9888 Any watchlist in the current situation ?

Not even a year,look at the returns.This is just the start🔥🔥 @KingKong9888

@Ronak_Unadkat Check canadian, australian & british pound in comparison...

Real problem isn’t INR vs USD. Real problem is: INR is weak against almost every major currency. That’s not dollar strength. That’s structural INR weakness. Govt must accept reality & start fixing this, instead of promoting freebies. Here is the reality: even 1 Yuan ≈ ₹13+

@bjshah8001 FPIs holding higher side ?

Buying put options - next week expiry ll Add more SHORT AS WELL Holding small caps - (~mkt cap below 5k - watchful on FPis holding )

@bjshah8001 Where on more calls ??

Bought More Put options Bajaj finance Ultratech Larsen Kotak Hdfc Asian paint Hind lever

@ChitrakShivalik In Nikol ??

@datta_arvind Yup 👍

@Keyur_234 Wealth Management sector is a sunrise sector All cos will do well Like AMC sector

@stokkinvesting 5x move will come from here once expansion is done.

#Fluidomat is more than doubling its capacity and putting to use, the surplus cash on books To Incur capex of 35cr to increase capacity from 1500 to 3500 couplings over next 2-3 years current capacity utilization at ~96%, limits room to grow till new capacity comes in

@SarangSood That 2000% make should be first otherwise tata bye bye !!

Best thing about trading is at worst you can only lose 100%, but easily make 2000%.