Mayank Gupta

Sun will shine all your living life ... you just have place yourself nicely to get the sunshine 😊!!!!!

@pranavgulabani They don’t have any shell manufacturing plant.

@MunkThePunk Hi mayank check an undiscovered microcap called Hilton metal forging. Few days ago co had informed of a substantial order for the 155 mm artillery shells . Maybe its linked .

India Defence Acquisition Council (DAC) okays Rs 2.38 trillion defence proposals for aircraft, S-400 and strike drones NOTE: Dhanush Gun System is designed to use 155mm calibre ammunition. It is a 155 mm/45-calibre towed howitzer capable of firing standard NATO 155mm shells, including high explosive, smoke, and illumination rounds 😇🤓! #TirupatiForge #Goodluck #SunitaTools #BaluForge For the Indian Army, approvals include air defence tracked systems, armoured piercing tank ammunition, high capacity radio relay, the Dhanush gun system and runway independent aerial surveillance systems. These systems are aimed at strengthening real-time air defence control, improving secure communication, boosting long-range artillery firepower and enhancing battlefield surveillance and anti-tank lethality. indiatoday.in/amp/india/stor…

Power sector equipment manufacturers eye Rs 32,000 crore capex India’s power sector enters a fresh investment cycle with a ₹32,000 crore manufacturing capex pipeline to meet a 30% surge in electricity demand by 2030. The national grid has expanded to over 5 lakh circuit kilometres, and will require an additional 1.37 lakh circuit km by 2030, translating into an investment requirement of around Rs 9 lakh crore. financialexpress.com/business/news/…

@adi_siingh Thanks for your appreciation. What matters is the future prospects of the sector and the company. Someone’s entry and exit price is inconsequential to your journey or company’s growth prospects.

@MunkThePunk Thanks for such a well researched article. If you are comfortable could you please tell what is your average price in QPower

The Anatomy of a Multibagger: Quality Power Electrical Equipments Limited open.substack.com/pub/justmayank… #QPower #QualityPower #HVDC #DataCenter #AI #RenewableEnergy #GreenEnergy #Statcoms #FACTS #Hitachi #GreenHydrogen #PatienceYoga 🧘‍♂️

Tirupati Forge Limited - Artillery Shells Comment: The only artillery shells manufacturing company that is fully integrated with its own captive solar energy for all its manufacturing requirements. This means it’s immune to the rapidly rising fuel prices triggered by ongoing global wars but will soon become capable to meet the global demand of 155mm artillery shells 😇!!!!! 🚀 What’s next: With final commissioning underway, we are preparing for trials by end of March 2026 and full-scale operations by end of April 2026. “Our Defence Manufacturing Facility Nears Operational Readiness We are proud to share that our state-of-the-art manufacturing plant dedicated to the defence sector has entered its final commissioning phase. This milestone reflects months of planning, engineering excellence, and relentless teamwork. ⚙️ Key highlights of the facility: → Commissioning of our fully automated robotic forging line, built for high-precision, repeatable and high-throughput production. → Annual capacity to produce 1,50,000 shells per annum. (Phase: 1) → Infrastructure designed to meet stringent defence manufacturing and safety standards. → Optimised plant layout enabling efficient workflows, higher productivity and uncompromising quality. → A technology-driven environment where our team can innovate, collaborate and deliver advanced manufacturing solutions.” #TirupatiForge #155mm #artilleryshells #defence #PatienceYoga 🧘‍♂️ linkedin.com/posts/tirupati…

The 155mm Artillery Shell Opportunity: A Decade of Structural Demand and Why India — and Investors — Should Pay Attention ... from pure play like Tirupati Forge Limited to diversified business players such as Balu Forge and Goodluck India. #TirupatiForge #155mmShells #defence #Indiadefence #GoodluckIndia #baluforge open.substack.com/pub/justmayank…

Worth noting another independent sensitivity analysis and overall score for Indian listed solar companies due to 126% solar import duty by USA.

Indian solar company’s sensitivity analysis (as per Tijori data) regarding US Solar Panel duties at 126%! #solarpower #RenewableEnergy

Great News: Demand for high voltage power equipments will increase as the government's proposed relief on duties for mega power projects could lower equipment costs, boosting project viability. There will be an increased demand for Quality Power products/equipments . Other direct beneficiaries include Adani Power and others. #QPower #HVDC #TandD

@lover_stocks Please read the substack link in the tweet.

@MunkThePunk Mayank bhai 2 sal bad kitni mcap dekhte ho ap iski

Tirupati Forge - Great Results with an even greater pathway —> Existing business: - Great results. Doing well and even better prospects due to India US trade agreements. Defence Update: - 155mm plant of 150k shell capacity to commision in March, ie next month - 50% capacity utilisation in FY27 - 80% capacity utilisation in FY28 - Further expansion plans to increase capacity in FY27. #TirupatiForge #defence #155MMShells #PatienceYoga 🧘‍♂️

CTC Magnetic Wires The global demand for Continuously Transposed Conductors (CTC) magnetic wires is experiencing steady growth, driven by the expansion of power infrastructure, the need for energy-efficient transformers, and the rapid adoption of renewable energy technologies. The global market for CTC for transformers is forecasted to reach USD 366 million by 2031, growing at a CAGR of 6.5% from 2025.  Key Demand Drivers •Grid Modernization and Upgrades: Increased investment in power transmission and distribution networks, particularly to reduce eddy current losses in high-voltage transformers, is driving the demand for high-performance CTC. •Renewable Energy Projects: The growth in solar and wind capacity necessitates more transformers, fueling the demand for CTC to handle fluctuating loads efficiently. •Industrial Electrification: Rising demand for high-efficiency motors and transformers in industrial applications, such as in India and China, is a major contributor to market growth. •Electric Vehicles (EVs): While the broader magnet wire market is heavily driven by EVs, specialized CTC is specifically required in the infrastructure (transformers) supporting EV charging.  NOTE: There are very few listed companies involved in manufacturing of this product that’s in huge demand, namely #KSHInternational, #AparIndustries and #QualityPower (ongoing expansion in this product) #QPower #HVDC #Highvoltage #CTCWires #SmartGrid

@nimesh3t Thanks Nimesh! I will read it!!

@MunkThePunk This is a wonderfully written essay darioamodei.com/essay/the-adol…

Change: The first stage is Denial then Resistance then Acceptance (Letting go) and then Embracing! #AI is that New Change in our way of life! To all those out there (and particularly investor community) who still have doubts on the success of AI and its emerging/evolving capabilities … As an investor, the best strategy would be to understand and formulate your strategy instead of the typical ‘Denial’ or be at the risk of losing life changing opportunities!! 😇 #AI #Investing #Change