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Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMViewsOnNews - 5 Semiconductor Stocks to Watch Amid ISM 2.0 Extension Plans eqtm.in/Ex62A

#EMTheFundStrategist - Salary SIPs: Could SEBI’s New Proposal Change How India Invests? A proposal is exploring a system where employees may voluntarily choose to have mutual fund SIP contributions deducted directly from salary through employers. At first glance, this may sound like another convenience feature. But in reality, it has the potential to change how salaried India builds wealth. The bigger question is not whether salary-linked SIPs are convenient. It’s whether this could fundamentally alter investing discipline in India. I’ve written about this in today’s The Fund Strategist. You can read my editorial here: eqtm.in/e9G2E Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 4 Smallcap Dividend Growth Stocks to Add to Your 2026 Watchlist eqtm.in/b2J6R Quantum Information Services Private Limited (Research Analyst) | INH000021128

Quantum Information Services Private Limited (Research Analyst) | INH000021128 Why a Star Fund Manager Held 410 Losers on Purpose Are you investing like an eagle or a squirrel? The answer might surprise you. Click for More... youtu.be/oAJ0rnwcUJs

Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMMarkets - Sensex Today Ends 232 Points Higher | Nifty Above 23,700 | Ramco Systems Ltd Up 20% eqtm.in/Bj39T

#EMViewsOnNews: Why LIC Share Price is Rising eqtm.in/i8GYs Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Where is Kaynes Technology India Headed in the Next 3 Years? eqtm.in/w5T6G Quantum Information Services Private Limited (Research Analyst) | INH000021128

Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMViewsOnNews - Why Honasa Consumer Ltd Share Price is Rising? eqtm.in/Gn53E

Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMViewsOnNews - 3 Energy Stocks with Strong Growth Plans eqtm.in/p2K6B

Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMProfitHunter - AI is Destroying IT Jobs. So Why Are HCLTech's Promoters Buying Big? AI is wiping out large parts of the traditional IT services industry. The BSE IT Index has already entered a bear market. Yet one thing doesn’t add up. I am referring to HCL Tech. What if the market is underestimating HCL Tech and its ability to adapt and participate in the next wave of enterprise technology spending? You can read my editorial here: eqtm.in/As7m4

#EMViewsOnNews: Is It Too Late to Add Lenskart Solutionss to Your Watchlist? eqtm.in/n8FQs Quantum Information Services Private Limited (Research Analyst) | INH000021128

Bottom line: Battery storage could become one of the most important layers of India’s energy infrastructure over the next decade. As renewable penetration rises, companies involved in: • Battery manufacturing • Grid storage • Utility-scale energy systems • Storage EPC execution could see strong long-term tailwinds. But investors should still track: • Execution capability • Technology evolution • Capital allocation • Balance sheet strength • Valuations For Full Coverage: eqtm.in/Qf83X #Investing #StockMarket #Equitymaster #EMViewsOnNews

3. #AdvaitEnergyTransitions Traditionally a power infrastructure company with operations across 45+ countries. Now entering multiple energy transition segments including: • BESS • Green hydrogen • Fuel cells • Renewable infrastructure Recent BESS developments: • 50 MW / 100 MWh standalone BESS project • 180 MW / 360 MWh EPC storage project in Gujarat • New subsidiary focused on battery ecosystems • 5 GWh BESS manufacturing facility under development The company aims to build 1 GW of BESS projects over the next five years.

3 BESS Stocks with Strong Growth Plans to Add to Your 2026 Watchlist India’s energy transition is entering a new phase. Solar and wind capacity are growing rapidly, but there’s one major problem: Renewable energy is intermittent. That’s why Battery Energy Storage Systems (BESS) could become one of India’s biggest long-term infrastructure themes.

Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMMarkets - Sensex Today Trades Higher | Nifty Above 23,750 | ICICI Bank & HDFC Bank Top Gainers eqtm.in/i6ZCr

Bottom line: India’s commercial EV transition is still at an early stage. If the proposed incentive package is implemented, companies tied to: • Electric buses • EV supply chains • Fleet electrification could see meaningful long-term tailwinds. As always, track: • Valuations • Execution • Corporate governance • Policy timelines For Full Coverage: eqtm.in/Wf7t9 #Investing #StockMarket #Equitymaster #EMViewsOnNews

#4 #JBMAuto Started as an auto component company and is now building a broader EV mobility ecosystem. JBM operates across: • Electric buses • Battery systems • Smart fleet management • Integrated EV platforms One important point: JBM reportedly has an order pipeline of more than 11,000 electric buses expected to be delivered over the next 18–24 months. If the incentive scheme accelerates demand, this could become a major earnings trigger.

4 Stocks to Watch as India Weighs US$ 1 Billion Aid for Private Electric Buses and Trucks India may be preparing its biggest push yet for electric commercial vehicles. A proposed US$1 billion incentive plan for private electric buses and trucks could reshape the EV landscape in India. Here are 4 stocks that could benefit if the policy moves ahead.