Dr Amit Gupta

@Dixitagg Sir kindly update Jist of concal whenever convenient

@Dixitagg How is emmforce autotech result sir

@Dixitagg Thank you

@ParveenBhansali Very powerful analysis sir

#KSB Most powerful growth Triggers ahead for KSB India Ltd from their last Concall👇 1. Nuclear revenue conversion inflection is the most important near-term growth trigger. A large part of KSB’s nuclear order book has not yet translated into revenue. CY2025 nuclear revenue was minimal at just ₹30-50 crore despite a sizeable order backlog. The key catalyst is the Tarapur RCP test bed which is now ready with testing already beginning. If testing progresses smoothly management expects to invoice 2 to 4 pumps this year. This could mark the beginning of meaningful nuclear revenue recognition from 2026 to 2028. Even partial execution can materially boost both revenue and margins. 2. Strong Order Book Conversion: KSB’s total order book stands at ₹2,585 crore. This includes ₹1,303 crore ex-nuclear and ₹1,282 crore nuclear. Order intake remains healthy at around ₹249 crore per month. The issue has not been demand but conversion into reported revenue. As execution improves order book conversion can become a major immediate growth driver. 3. Thermal Power Capex Revival: Management highlighted conventional energy as one of the biggest growth drivers. Thermal power investments from players like NTPC, Adani and JSW are driving strong demand. KSB has also secured its first supercritical power plant order. The localization of Boiler Recirculation Pumps is nearing completion. This can unlock fresh orders while improving margins through import substitution. 4. Solar Pumps Scaling Up Solar pumps are becoming an increasingly important growth engine. Revenue has grown from ₹189 crore in CY2024 to ₹245 crore in CY2025. Management is targeting more than ₹300 crore in CY2026. The company is also moving up the value chain. It has added motors and controllers, increasing its internal value capture from around 10% to nearly 30-35%. This can support both growth and margin improvement. 5. Water & Wastewater Expansion This is another fast growing segment with strong long term visibility. KSB is expanding beyond traditional pumps into broader municipal and EPC opportunities. Recent wins include projects in Kolkata, Amritsar, and Navi Mumbai. River linking projects and urban water infrastructure spending can further accelerate growth. Management expects stronger traction especially in the second half and beyond. 6. SupremeServ Aftermarket Growth: Aftermarket is becoming an increasingly important profit lever. It currently contributes around 15% of revenue. Management wants to scale this to 25-30% over time. This business is less price sensitive and typically carries better margins. Growth in thermal, mining and installed pump servicing can steadily improve profitability. 7. Export Growth Opportunity Exports now contribute 17% of sales, the highest so far. Management ultimately sees this moving toward 25% or more. Export pricing is generally better than domestic markets. As execution quality and on time delivery improve, exports can become an important margin driver. Key takeaway KSB India appears to be entering an important execution phase. The biggest immediate trigger is nuclear revenue conversion, supported by strong order book execution, thermal power demand, and fast-growing new segments like solar and water infrastructure. If these triggers play out well, both revenue growth and margin expansion can accelerate meaningfully.

@piyushchavda Thank you sir

@dramitgupta77 Namaste Doctor Amit Saheb. You may consider based on your personal review with reference to indicative Support and Resistance levels. This would help you to evaluate the chart setup for acceptable stop loss working and intended target levels.

Pix Transmissions cmp 1603.35 by Weekly Chart #PixTrans #PixTranmissions #Charts #Bullish #StocksToTrade #StockslnFocus #TechnicalTrends #TrendingStocks #BreakoutStocks #StocksToWatch #Chartpatterns #CupandHandle #Trendlines in.tradingview.com/chart/PIXTRANS…

@ParveenBhansali Wooo very nice information as usual. All high quality fundamentally strong stocks sir

#KSB Ltd Cmp- 877 Most powerful growth triggers & tailwinds for KSB India in their latest Concall for Q4 FY26👇🏻 The biggest near term trigger is the long awaited nuclear revenue inflection. After years of preparation, KSB’s reactor coolant pump (RCP) test bed at Tarapur is now ready with testing underway. If successful, management expects to invoice 2-4 pumps in CY26, marking the beginning of meaningful nuclear revenue recognition after only 30-50 crore in CY25. This could unlock a multi yr revenue stream from 2026 to 2028 and beyond. What makes this especially powerful is KSB’s 1280+ crore nuclear order book, which is nearly half of total order backlog. Once execution starts accelerating, this can materially boost both revenue growth and profitability, since nuclear orders typically carry better margins and include price variation clauses, reducing commodity risk. India’s nuclear expansion policy is another major structural tailwind. KSB already has orders linked to Gorakhpur Haryana and Kaiga, with future opportunities expected from projects like Mahi Banswara and other upcoming reactor programs. Being one of the very few qualified suppliers of such critical nuclear pumps creates a strong competitive moat. Another powerful driver is thermal power revival. Management specifically highlighted demand from players like NTPC, Adani n JSW and KSB has already secured its first supercritical power plant order. The localization of boiler recirculation pumps, previously imported, could open an additional high value domestic opportunity. The water and wastewater segment is emerging as a strong secular growth engine. New product launches and breakthrough municipal orders in Kolkata, Amritsar and Navi Mumbai, along with upcoming river linking projects are expanding KSB’s addressable market beyond its traditional strengths. The solar pump business is scaling rapidly, with revenue expected to cross 300 crore in CY26. By moving from pump only supply to manufacturing motors and controllers in house, KSB has significantly increased its value addition and revenue per system creating a stronger and more integrated business model. Firefighting pumps are becoming an exciting niche growth area. Recent FM/UL certification now enables participation in data centers and large commercial infrastructure, both of which are seeing strong capex demand. Exports are another important long term tailwind. Export contribution has already reached 17% of sales, with management targeting 25% over time. International pricing is better than domestic markets, so successful execution here can become a meaningful margin enhancer. A highly underappreciated profit lever is SupremeServ (aftermarket & spares), which contributes around 15% today. Management wants to scale this to 25-30%, which could significantly improve margin quality since aftermarket business is less price sensitive and more recurring. Overall, KSB appears to be entering a multi year growth cycle, driven by a rare combination of nuclear execution, thermal revival, water infrastructure, solar scaling, export expansion, and higher margin aftermarket growth. The nuclear business, in particular, could be the single biggest earnings catalyst if execution proceeds smoothly.

@RupakRoyC One of the best twitter handle no doubt

Patience and right diagnosis= expansion Sunflag iron When you read you are able to connect dots better than others You may or may not hav6e good network But you should have your framework.

@ParveenBhansali Useful information sir

#NetwebTech Most Powerful Growth Trigger from their latest presentation 👇🏻 AI Systems grew 460% YoY, marking an exceptional surge in demand. This segment now contributes 43% of total revenue, indicating a sharp shift in business mix. Such growth is not incremental; it reflects the early phase of a new category being built. The demand is driven by generative AI, GPU based computing and large scale model training infrastructure. If this trajectory sustains, Netweb can emerge as a key proxy for India’s AI infrastructure buildout.

@ParveenBhansali Very true sir

Several sectors in India today are seeing heavy capital expenditure, but the earnings cycle has not yet started in a meaningful way. These are typically long gestation areas where money is being deployed now and returns are expected only over the next few years. Green hydrogen is a clear example. Both government and large corporates are investing aggressively, but the ecosystem is still in pilot and early execution stages. Commercial viability and large scale earnings are likely to emerge only toward the later part of the decade. Battery manufacturing, especially under the ACC and gigafactory push, is another area where capacity is being built but production is yet to scale. High initial costs, technology evolution, and depreciation mean near term profitability remains weak. The semiconductor ecosystem is in a similar position. Large announcements and approvals have been made, but fabrication units are still under development. Meaningful revenues will only come once plants are operational, which typically takes several years. Critical minerals and rare earths are still at an even earlier stage. Investment is happening in exploration and securing supply chains, but India remains import dependent. Earnings will only follow once domestic extraction and processing scale up. Energy storage, particularly battery energy storage systems, is seeing rising investment due to renewable integration needs. However, deployments are still limited, and the revenue model will strengthen only as renewable penetration increases. AI infrastructure and data centers in India are witnessing strong capex from private players. However, utilization is still building and depreciation is high, so earnings are lagging behind capacity creation. Offshore wind and advanced rail infrastructure are also in heavy investment phases. Execution is ongoing, but monetization typically happens after completion, leading to a delay in earnings visibility. Defence manufacturing in selective segments shows strong order inflows, but execution timelines and working capital cycles delay profit realization. Earnings tend to follow a few years after order wins. Across all these sectors, the common pattern is that they are currently in the transition from capex to capacity. The earnings phase comes later, once utilization improves and business models stabilize. This is typically where early-stage opportunities emerge before the market fully prices in future profitability.

@ParveenBhansali Very true sir

#E2ENetworks Demand is crazy strong n business is scaling fast This is not a typical business. It resembles an early stage infrastructure play built around AI, similar in approach to companies like NVIDIA in its formative years. The model requires continuous and heavy investment. To stay relevant, the company must keep upgrading its GPU infrastructure, as technology evolves very quickly from systems like H100 to newer generations such as B200. Because of this rapid technological change, assets can become outdated in a short span. This makes ongoing capital expenditure unavoidable rather than optional. Cash burn, therefore, is not a temporary issue but an inherent part of the business model during this phase of growth and expansion. In such companies, revenue growth becomes the key leading indicator of future potential, as it reflects demand and scalability. Profit, on the other hand, tends to remain volatile and often lags behind, as earnings are reinvested back into capacity building and technology upgrades.

@ParveenBhansali Most highly rated recommendations from respectable Praveenji. His every tweet Is sound solid and above all gives conviction regarding good stocks Thank you sir

#ZenTechnologies Order inflow of 931 Cr in just four months marks a sharp turnaround after a prolonged slowdown. The order book has already moved from 1082 Cr to 1427 Cr within a month, indicating strong momentum. This clearly suggests an inflection point. The earlier weakness was due to delays, not lack of demand. The pipeline is now getting refilled with meaningful orders. Markets focus on forward visibility, not past performance. A rising order book improves revenue predictability and boosts confidence in future growth. If the pending simulator order materializes, the order book could move towards 2000 Cr. This would provide nearly two times revenue visibility. Such visibility typically leads to improved sentiment and triggers valuation expansion.

@ParveenBhansali Very true conviction is an opinion; sizing is a strategy. Without meaningful allocation, even a perfect trade is just a rounding error.

Conviction without sizing is just noise

@yeruva_naresh Very true sir

@ParveenBhansali Very nice information sir

youtu.be/qMPVJalAxD8?si… #TDPOWERSYS What a beautifully grounded interview 👏 Really impressive to see management staying so composed and not giving even the slightest hint of chasing stock price narratives. Instead, the tone was measured, disciplined, and deeply long-term focused. 🎯Despite witnessing “extraordinary” and “unprecedented” global demand, they remain conservative in their outlook. No signs of overconfidence even with virtually no competition, they emphasized the need to stay alert. Clear acknowledgment that every cycle is different, and past learnings don’t guarantee future outcomes. That level of maturity stands out. The real takeaway: Management is not getting carried away by the current tailwinds. They are focused on sustainability over excitement, execution over optics, and discipline over hype. Interviews like these build conviction not because of bold claims, but because of what they chose not to say.

@ParveenBhansali Very nice sir

Model Portfolio: Power Equipment: TD Power Quality Power Shilchar Tech Apar Industries AI/Data-centre: E2E Net Netweb Tech Schneider Electric EMS: Kaynes Tech Syrma SGS PFBR: MTAR Tech Defence: Data Patterns Zen Tech Pharma: Sakar Healthcare Kwality Pharma Bliss GVS FMCG: Godfrey Phillips Railways: Frontier Springs Hind Rectifiers Platform: BSE MCX CDSL CAMS ABSLAMC Auto: Force Motors Chemicals: Acutaas Privi Speciality Tatva Chintan Aquaculture: Avanti Feeds

@Sandeep_Majj Nice one

@ParveenBhansali Powerful concentrated list of futuristic stocks sir,thank you

Top 5 stocks to power your Portfolio for maximum returns in next 5 years 👇 #KaynesTech #NetwebTech #TDPower #E2ENetworks #MCX #TDPowerSystems: Niche + operating leverage Better positioning in generators Global + data center play Infra cycle stronger Bigger power cycle Power demand explosion (AI + data centers) Export + gas + industrial demand #KaynesTech EMS mega trend bigger EMS broader + scalable EMS = multi-decade structural trend EMS = China+1 + Make in India mega trend Diversified across sectors (auto, industrial, IoT) Consistent 30%+ growth already visible #NetwebTech AI Infra Leader AI infra stronger AI exponential AI infra growth faster) Direct AI infra play (servers + HPC) Direct AI infra (servers, HPC systems) Government + private demand #E2ENetworks Pure AI + GPU + cloud infra play Potential missing AI exponential upside higher Pure AI + GPU story Small base massive upside India entering AI infra buildout phase (multi-billion opportunity Small base explosive operating leverage #MCX Platform moat Platform compounding superior Platform business (operating leverage) Financialization of India Monopoly-like business Operating leverage (profit scales fast)

@ParveenBhansali Wooo what an idea sirji. Wonderful

#ShailyEngineering GLP-1 (weight loss + diabetes drugs) is one of the largest pharma opportunities globally Every drug needs Pen injectors & Auto-injectors. Shaily is in device layer (high margin plus scalable) Capacity Expansion leading to Revenue Explosion (FY26-FY29): Current vs Future: Current: ~80M pens/year Future: ~150M pens/year That’s almost 2x capacity But more important: India capacity = already contract-backed Abu Dhabi = 50–60% already indicated demand This is not speculative capex. Impact: Revenue compounding visibility for next 3-4 years High operating leverage means margins expand further

@ParveenBhansali Very nice information sir

Transformer industry looks same on surface but actually split into commodity players like #Atlanta and specialty players like #ShilcharTech Wealth is usually created in specialty, export and customization businesses So Shilchar definitely has the edge.....while its not in momentum currently unlike Atlanta