u/Time-Alternative-964

Looking at Atul Suri’s Nifty target, should investors buy the momentum or beaten down stocks at cheaper valuations?

Watch to know Atul Suri’s take on how investors should position themselves, his insights on sectoral plays where earnings pick up.

‘I’m a momentum investor,’ he added iterating his investing style.

https://x.com/NDTVProfitIndia/status/2080532400090874335?s=20

India’s ₹1 lakh crore RDI Fund is delivering: from labs to launchpads.

Real money. Real deeptech. Real strategic ambition.
The flywheel is starting to spin.

The Technology Development Board (TDB), is the second-level fund manager for the Government of India’s ₹1 Lakh Crore Research, Development & Innovation Fund (RDIF).

It has selected 22 deeptech startups with total project cost of ₹4,744 crore and ₹2,192 crore in govt support.

This marks the first tranche under a strategic national initiative to build sovereign capability in frontier technologies.

Key highlights:
• Sectors: Quantum computing, robotics, space, drones, advanced energy, biotechnology, healthcare, climate tech & digital tech.

• Notable names: ePlane Company, Ather Energy, Agnikul Cosmos, ideaForge, BigEndian, Dhruva Space, Manastu Space, GalaxEye, Tejas Networks & more

• 14 startups + 5 MSMEs + 3 listed companies.

• States leading proposals: Karnataka (39), Maharashtra (29), Tamil Nadu (14).

Why this matters:
• Reduces technology & capital risk for hard-tech founders.

• Acts as a powerful force multiplier, expected to crowd in significant private VC money.

• Focuses on moving innovations from lab to market in strategic & national security areas.

It’s part of a larger national strategy to own the future in AI, space, clean energy & biotech.

Early days, but a very promising start. India’s deeptech story is accelerating.

https://x.com/yatinmota/status/2080530474532036631?s=20

https://x.com/Nigel__DSouza/status/2080328350749635041?s=20

𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗖𝗵𝗲𝗺𝗶𝗰𝗮𝗹𝘀 | 𝗧𝗵𝗲 𝗥𝗮𝗰𝗲 𝗛𝗮𝘀𝗻'𝘁 𝗘𝘃𝗲𝗻 𝗦𝘁𝗮𝗿𝘁𝗲𝗱.

- Five years from now, investors may not ask,
- Who built the biggest battery plant?

- They'll ask,
𝗪𝗵𝗼 𝗯𝗲𝗰𝗮𝗺𝗲 𝘁𝗵𝗲 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝘁𝗼 𝗲𝘃𝗲𝗿𝘆 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 𝗽𝗹𝗮𝗻𝘁?

That is where the real wealth creation could happen.

𝟭 | 𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗮𝘁 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗹𝗮𝘆𝗲𝗿.

- Many track EV sales.
- Some track battery manufacturers.

Very few track suppliers of 𝗰𝗮𝘁𝗵𝗼𝗱𝗲𝘀, 𝗮𝗻𝗼𝗱𝗲𝘀, 𝗲𝗹𝗲𝗰𝘁𝗿𝗼𝗹𝘆𝘁𝗲𝘀 and specialty battery materials.

India's 𝗔𝗖𝗖 𝗱𝗲𝗺𝗮𝗻𝗱 𝗶𝘀 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝗿𝗶𝘀𝗲 𝗳𝗿𝗼𝗺 𝟰𝟬 𝗚𝗪𝗵 𝘁𝗼 𝟮𝟭𝟬 𝗚𝗪𝗵 𝗯𝘆 𝗙𝗬𝟯𝟬 (𝟯𝟵% 𝗖𝗔𝗚𝗥), creating structural demand across the battery chemistry value chain.

𝟮 | 𝗪𝗵𝗲𝗿𝗲 𝗗𝗼𝗲𝘀 𝘁𝗵𝗲 𝗩𝗮𝗹𝘂𝗲 𝗟𝗶𝗲?

- The highest value isn't in assembling batteries.

It's in the chemistry inside the cell.

𝗖𝗮𝘁𝗵𝗼𝗱𝗲 → 𝟯𝟱-𝟰𝟱% of battery cost
𝗔𝗻𝗼𝗱𝗲 → 𝟭𝟬-𝟭𝟱%
𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗹𝘆𝘁𝗲 → 𝟴-𝟭𝟮%

Together, these three components account for more than half of a lithium-ion battery's value, making battery chemistry the key value-creation layer.

𝟯 | 𝗧𝗵𝗶𝘀 𝗶𝘀𝗻'𝘁 𝗮𝗻 𝗘𝗩 𝘀𝘁𝗼𝗿𝘆. 𝗜𝘁'𝘀 𝗮 𝗹𝗼𝗰𝗮𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝘀𝘁𝗼𝗿𝘆.

- India is replacing an imported battery supply chain.

- The 𝗔𝗖𝗖 𝗣𝗟𝗜 (₹𝟭𝟴,𝟭𝟬𝟬 𝗖𝗿), 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗶𝗻𝗲𝗿𝗮𝗹 𝗠𝗶𝘀𝘀𝗶𝗼𝗻, and 𝗮𝗿𝗼𝘂𝗻𝗱 𝟭𝟳𝟴 𝗚𝗪𝗵 of announced domestic cell capacity are laying the foundation for a domestic battery-material ecosystem.

𝟰 | 𝗪𝗵𝗮𝘁 𝗗𝗼𝗲𝘀 𝗙𝗬𝟯𝟬 𝗗𝗲𝗺𝗮𝗻𝗱 𝗟𝗼𝗼𝗸 𝗟𝗶𝗸𝗲?

- If battery demand reaches 𝟮𝟭𝟬 𝗚𝗪𝗵, India could require annually:

- 𝗟𝗙𝗣 𝗖𝗮𝘁𝗵𝗼𝗱𝗲 → 𝟰.𝟮 𝗟𝗮𝗸𝗵 𝗠𝗧
- 𝗜𝗿𝗼𝗻 𝗣𝗵𝗼𝘀𝗽𝗵𝗮𝘁𝗲 → 𝟮.𝟳𝟯 𝗟𝗮𝗸𝗵 𝗠𝗧
- 𝗔𝗻𝗼𝗱𝗲 𝗚𝗿𝗮𝗽𝗵𝗶𝘁𝗲 → 𝟮.𝟯𝟭 𝗟𝗮𝗸𝗵 𝗠𝗧
- 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗹𝘆𝘁𝗲𝘀 → 𝟭.𝟮𝟲 𝗟𝗮𝗸𝗵 𝗠𝗧
- 𝗟𝗶𝗣𝗙₆ → 𝟭𝟰,𝟳𝟬𝟬 𝗠𝗧

- The opportunity isn't one product.
- It's an entire battery-material ecosystem scaling together.

𝟱 | 𝗧𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗺𝗶𝘀𝗰𝗼𝗻𝗰𝗲𝗽𝘁𝗶𝗼𝗻.

Some investors think:
- 𝗠𝗼𝗿𝗲 𝗰𝗮𝗽𝗲𝘅 = 𝗠𝗼𝗿𝗲 𝗽𝗿𝗼𝗳𝗶𝘁𝘀.
- The industry says otherwise.

Global battery manufacturing capacity already exceeds demand, while China dominates much of the battery-material supply chain.

The real bottleneck is 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻, not capacity.

Without qualification, capacity has little economic value.

𝟲 | 𝗘𝘃𝗲𝗿𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗶𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗺𝗼𝗮𝘁.

𝗛𝗶𝗺𝗮𝗱𝗿𝗶 → Building an integrated cathode + anode materials platform, backed by a long-term ~₹4,800 Cr capex roadmap.

𝗚𝗙𝗟 → Creating India's broadest battery chemistry platform across LiPF₆, electrolytes, cathodes, binders and next-generation anodes, with ~₹6,000 Cr investment by FY28.

𝗡𝗲𝗼𝗴𝗲𝗻 → Focused on electrolytes, lithium salts (LiPF₆) and additives, where customer qualification and technology are key competitive advantages.

𝗦𝘂𝗱𝗲𝗲𝗽 𝗣𝗵𝗮𝗿𝗺𝗮 → Focused on battery-grade iron phosphate (pCAM), the critical precursor for LFP cathodes, with ~₹600 Cr planned investment.

Different products. Different execution risks. Same structural tailwind.

𝟳 | 𝗧𝗵𝗲 𝗿𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝘄𝗶𝗹𝗹 𝗻𝗼𝘁 𝗯𝗲 𝗲𝗮𝗿𝗻𝗲𝗱 𝗼𝗻 𝗰𝗮𝗽𝗲𝘅.

It will be earned by executing:

𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 → 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 → 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗢𝗿𝗱𝗲𝗿𝘀 → 𝗨𝘁𝗶𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 → 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 → 𝗥𝗢𝗖𝗘.

Every milestone reduces execution risk.

Every milestone deserves a higher valuation multiple.

Source : Nuvama
No Buy/Sell Recommendation

https://x.com/GabbbarSingh/status/2080366359586951345?s=20

https://x.com/yatinmota/status/2080348922518880506?s=20

Indiabulls Limited Q1FY27 Results:-
#Q1Results #Q1FY27 #Stockmarket #Nifty #Indiabulls

Revenue 359.45 Cr vs 91.62 Cr
(+292.33% YoY┃-12.01% QoQ)

EBITDA 153.93 Cr vs 13.52 Cr
(+1038.54% YoY ┃-9.48% QoQ)

EBITDA Margin 42.82% vs 14.76% YoY & 41.63% QoQ

PBT Ex-Exceptional Items 160.86 Cr vs 7.10 Cr
(+2165.63% YoY┃-0.24% QoQ)

PAT +141.02 Cr vs -1.81 Cr YoY & +194.26 Cr QoQ
(-27.41% QoQ)

PAT After Minority interest +142.99 Cr vs -2.21 Cr YoY & +196.00 Cr QoQ
(-27.05% QoQ)

Other Income 24.97 Cr vs 11.60 Cr YoY & 9.86 Cr QoQ

Last Q4 Exceptional loss of 64.86 Cr.

https://x.com/gaze_observer/status/2080306963578335719?s=20

Global capital has locked in its next big bet:

4x growth in 10 years. $42 Billion portfolio.

Temasekis now intentionally widening its footprint beyond its traditional strength in consumer, healthcare, and financial services.

It is doubling down on Industrials, Infrastructure, Real Estate, and Space-Tech.

Key Highlights from Temasek’s India Strategy:
• $42B Exposure: India has become one of Temasek’s top-performing markets globally.

• Consistent $3B Annual Pace: Deploying roughly $3 billion every year in fresh investments and follow-ons.

• High-Tech & Industrial Focus: Strong bets on AI at the application layer, high-tech manufacturing, capital formation, green energy transition (CleanMax), and emerging areas like space-tech.

Why This Matters for India’s Next Decade:

1. Hard Assets Over Hype: Global PE and sovereign wealth funds are moving heavily into the physical backbone of the economy: manufacturing capacity, energy security, and heavy infrastructure.

2. Proven Returns: Massive successful exits like the ~$8.2B Schneider Electric India deal show that Indian industrial assets can deliver world-class liquidity and returns.

3. The Next Inflow Wave: The coming $10B+ from institutions will increasingly flow to companies building physical infrastructure, industrial technology, advanced manufacturing, and deep-tech enablers.

A strong validation that India is graduating to the next league of global investment destinations.

Watching what sectors will attract the biggest wave of sovereign and institutional capital in India over the next 5 years.

https://x.com/yatinmota/status/2080140640529359234?s=20

Smartworks Coworking Spaces Q1FY27
#Q1Results #Q1FY27 #Nifty #Smartworks

➤ Smartworks continues to rank among the fastest-growing listed flexible workspace platforms in India across area, revenue and EBITDA growth

➤ Revenue ₹546 Cr (+44% YoY & +5% QoQ)

➤ Normalised EBITDA ₹107 Cr (+74% YoY)
✓ EBITDA Margin 19.6% (+337 bps YoY)

➤ Normalised PAT ₹39 Cr (~3x YoY)

➤ Reported PAT ₹13 Cr

➤ Normalised Operating Cash Flow ₹95 Cr

➤ Annualised Normalised ROCE 21.5% (vs 12.7% last year)

➤ ₹5,400 Cr contracted rental revenue already secured, covering 87.2% of FY27 and FY28 revenue guidance

➤ FY27 & FY28 expansion fully booked; work on FY29 buildings has begun

➤ Operational portfolio 10.4 million sq. ft. across 54 centres in 15 cities

➤ Total secured footprint ~16.9 million sq. ft. across 70 centres

➤ Added 0.3 million sq. ft. operational area during the quarter

➤ Overall Occupancy 81%

➤ Committed occupancy 86%

➤ Enterprise clients contributed ~92% of rental revenue

➤ Global Capability Centres (GCCs) ~21% of rental revenue (vs ~15% in FY26)

➤ Clients with 1,000+ seats contributed ~41% of rental revenue (vs ~37% in FY26)

➤ Singapore capacity doubled to ~1,500 seats

➤ Eastside, Pune (world's largest managed office campus, ~8.63 lakh sq. ft.) scheduled to open in H2 FY27

➤ Combined with Eastbridge, ~2.2–2.7 million sq. ft. is expected to become operational over the next nine months

➤ FY27 guidance reiterated 28–30% revenue growth, 19–20% normalised EBITDA margin, and 12.5–13 million sq. ft. operational footprint by March 2027.

https://x.com/gaze_observer/status/2079945170758553761?s=20

Oracle Financial Services Software Ltd Q1FY27 Results:-
#Q1Results #Q1FY27 #Stockmarket #Nifty #OFSS

Revenue 3125.20 Cr vs 1852.20 Cr
(+68.73% YoY┃+51.33% QoQ)

EBITDA 1876.50 Cr vs 846.30 Cr
(+121.73% YoY ┃+77.65% QoQ)

EBITDA Margin 60.04% vs 45.69% YoY & 51.15% QoQ

PBT 1938.70 Cr vs 905.40 Cr
(+114.13% YoY┃+73.08% QoQ)

PAT 1415.50 Cr vs 641.90 Cr
(+120.52% YoY┃+68.17% QoQ)

Other Income 77.60 Cr vs 72.50 Cr YoY & 71.30 Cr QoQ.

https://x.com/gaze_observer/status/2079916746216218909?s=20

Apollo Micro Systems gets a major Indian Navy defence project.

Quick Summary:

Apollo Micro Systems has received a Make-II Prototype Sanction Order (PSO) from the Indian Navy.

The company will develop SAVIOR-ASW, an unmanned autonomous underwater surveillance vessel.

It will help the Navy detect and track enemy submarines using AI, advanced sensors, and secure communication.

This is a prototype development order, not a final production order yet.

If the prototype is successfully demonstrated, the Indian Navy plans to procure it, making it a significant long-term opportunity.

This marks Apollo Micro Systems' entry into the autonomous underwater defence systems segment and supports India's Atmanirbhar Bharat defence initiative.

https://x.com/KommawarSwapnil/status/2079883951716659632?s=20

Azad engineering

Successfully delivered First Expendable Indigenous Turbo Jet Engine to DRDO, marking a significant milestone in India's journey toward self-reliance in propulsion.

Azad's expertise in precision manufacturing, advanced engineering, and complex Aero-engine systems while reinforcing its commitment to supporting India's indigenous Defence and Aerospace programs.

https://x.com/surendrareddyca/status/2079888991953080722?s=20

Gandhar Oil Refinery (India) Limited Q1FY27 Results:-
#Q1Results #Q1FY27 #Stockmarket #Nifty #GandharOil

Revenue 1731.93 Cr vs 902.96 Cr
(+91.81% YoY┃+58.40% QoQ)

EBITDA 281.32 Cr vs 45.96 Cr
(+512.10% YoY ┃+342.68% QoQ)

EBITDA Margin 16.24% vs 5.09% YoY & 5.81% QoQ

PBT 263.76 Cr vs 31.78 Cr
(+729.96% YoY┃+402.59% QoQ)

PAT 205.89 Cr vs 26.09 Cr
(+689.15% YoY┃+455.71% QoQ)

PAT After Minority interest 192.29 Cr vs 26.23 Cr
(+633.09% YoY┃+372.69% QoQ)

Other Income 3.02 Cr vs 2.69 Cr YoY & 4.20 Cr QoQ.

https://x.com/gaze_observer/status/2079915366466425287?s=20

https://x.com/soumeet_sarkar/status/2079798361646039310?s=20

https://x.com/KommawarSwapnil/status/2079589718631841866?s=20

PLI Scheme – Some interesting data:

• 2.4 lakh Cr invested so far.

• Solar, Pharma & Automobiles have attracted the highest investments.

• Generated 8.5 lakh direct and 5.5 lakh indirect jobs.

• Exports under the scheme have surged 280%, reaching 15.2 lakh Cr in FY26.

Manufacturing in India continues to gather momentum.

https://x.com/_HealthZwealth/status/2079754515553955902?s=20