News of a Rs 70,000 crore package for shipbuilding industry. Likely Beneficiaries (other than the ones already in the news): A) Shipyards, repair & marine services Marine Electricals (India) — Shipboard electrics, automation, integrated bridge/IBMS; recurring retrofit and

"India’s Transmission Titans: Top 11 Companies Hold a Massive ₹1.46 Lakh Cr Order Book! ⚡ Hitachi Energy, Kalpataru, KEC & more powering the nation’s grid expansion. #PowerSector #EPC #Transmission" 🔹 Hitachi Energy India – order book ₹29,135 Cr 🟠 Market leader in

When are gifts tax-free? A quick primer by Vedant Vichare thefynprint.com/VIm3Ty_T3

Data Center Value Chain – Mapping India’s Listed Players From Grid to Cloud ▪️India’s AI & Cloud boom is driving hyperscale DC capex. ▪️DCs = Cross-sector capex cycle → Power + Infra + IT + Cooling converge. - Listed players here are the hidden backbone of India’s digital

Which metric to use when. 1) Less than 1 yr, use absolute return 2) More than 1 yr but single shot investment and exit, use CAGR 3) Multiple points of entry and exit, use IRR Article by Dnyanesh thefynprint.com/8DRzFfaMm

India’s Semiconductor Play 📡⚡ Q1FY26 shows how diverse players are capturing chip demand: ▪️ Dixon – ₹12,836 Cr (+95%) 🚀 ▪️ Kaynes Tech – ₹673 Cr (+34%) ▪️ Moschip – ₹136 Cr (+70%) ▪️ Cyient DLM – ₹278 Cr (+8%) ▪️ Tata Elxsi – ₹892 Cr (-4%) ▪️ CG Power – ₹2,878 Cr

🌞 India’s Solar Energy Landscape | AnandRathi 🔹 MNRE targets 500GW renewables by 2030 🔹 Power demand to rise ~5.8% CAGR to 2,250 BU 🔹 Solar share to jump from 7.9% → 19.2% (~338GW) ⚡ Demand Drivers • PM-Surya Ghar Yojana (rooftop boost) • PM-KUSUM (farm solar push) •

12 Most important Banking Ratios

Packaging film value chain In India Resin/Petrochem → Films (BOPP, BOPET, PPF, dielectric) & Rigid/Flex packs (tubes, IML/HOPP, cartons, straps) → Converters → End-use (FMCG, Paints, Pharma, Auto, Food). Commodity films ~6–20% vs Specialty ~16–25%+ Key players in the Indian

📌 Remsons Industries Ltd – Small cap Auto Ancillary with Big Ambitions 1/ 🚗 Founded in 1959, Remsons Industries is a Mumbai-based auto component maker. Started with control cables, now expanded into winches, sensors, LED lighting & EV tech through smart acquisitions. Core

✔︎ Minda Corporation targets a 3.5x revenue jump to ₹17,500 crore by FY30 (vs ₹5,056 crore in FY25), driven by premiumisation, electrification, stronger export focus, and higher passenger vehicle share (25% by FY30 vs 14% now), with EBITDA margin expected to rise above 12.5%.

✔︎ Godrej Enterprises’ aerospace business aims to double revenues from ₹7,700 crore over the next 5–6 years, driven by long-term contracts with global OEMs, with ~40% of current revenue from exports and civil aviation positioned as a consistent growth driver. ✔︎ The company

CDMO companies in India , a very detailed comparison , must see for those tracking these companies most are in our coverage since last 1 year and tracking in Detail , can see my feed for call summaries and notes from Q3FY25 source: JP morgan ( disc: invested and biased in

Cabinet approves ₹69,725 Cr Maritime & Shipbuilding Package 🚢 - 4-pillar plan: Financing 💰, Shipyard Development 🏭, Skilling 👷, Policy Reforms 📜 - Shipbuilding Financial Assistance Scheme extended till 2036: ₹24,736 Cr -Maritime Development Fund: ₹25,000 Cr (₹20,000

Understanding IRR (Internal Rate of Return) 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗜𝗥𝗥? 👉 Definition The internal rate of return is the discount rate that makes the net present value (NPV) of all cash flows from the project equal to zero. 👉 Estimation IRR is the estimated rate of growth an

NetWeb’s Compounding Playbook – The Road to Rerating - Everyone talks about AI applications. - But few notice the companies quietly building the compute backbone behind it. - NetWeb Technologies isn’t chasing hype, it’s powering defense AI, supercomputers & private clouds. 1⃣

India’s #DataCentre boom is real 🔥 Capacity set to double by 2027. Big winners will be those controlling land, power, cooling & execution. Here’s who’s betting hard. 🧵👇 •Anant Raj Ltd – Big real estate + data center expansion (300MW+ planned). •Techno Electric &

India’s Wealth Management AUM stood at ~$1.1 Trn in FY24, expected to grow at 15% CAGR to ~$2.3 Trn by FY29 Growth driven by rising affluent households & higher total wealth creation Top $10 Mn+ populations (2024): US leads with 905k, followed by China (471k), Japan (122k),

🔥Top 05 SmallCap Ship Building Stocks in India🇮🇳 ⭐️Govt Big Push for Shipbuilding ₹19,989 Cr Package ⭐️Up To 60% CAGR Growth ⭐️Huge Capex+ Sector Tailwind Save It For Later🔖 Retweet ♻️ A Mega {Thread}🧵

XIRR Vs CAGR Vs Absolute Return by Neil Borate