Deepak Dedhia

You might not even reach here, but if you do this is your tip ⤵️ Don’t look for only the structural compounders , look for growth stocks with execution capability. How ? Market size Earnings Order book Structural advantage Execution follow through Price action

India needs to double its generation capacity by 2035 to meet projected demand. The transmission infrastructure to carry that power needs to triple. The storage to manage renewable intermittency needs to be built from scratch. 💰That’s not a theme. That’s a capex super cycle.

The Ministry of Power posted it. 4 consecutive days of new all-time highs in peak power demand. May 21, 2026 — 270.82 GW. A new record. Again. 🌡️ This is not a summer story, let’s see where the opportunity lies

🎙️If you missed a compounder just like me you do have a play book of what to look for , the market spills its secrets from time to time. Always remember, 🧠 Markets price in the future. Always.

The question is not is it expensive. The question is does the 5-year order book justify the valuation. At ₹5,000 crore closing order book by FY27-end — it very likely does. 👀

MTAR Technologies. ₹1,400 to ₹8,000+ in 2-3 quarters. 400% plus move. Everyone’s calling it extended. Nobody’s asking the right question. What actually changed in this business? 🧵

India’s precision engineering — built for nuclear and aerospace — is now powering global AI infrastructure. Not as a software exporter. Not as a services provider. As a manufacturer of mission-critical hardware that the world’s AI build-out cannot proceed without.

The market isn’t pricing FY27 earnings. It’s pricing FY28 and FY29. That’s how re-ratings work on compounders with locked-in order visibility.