Monthly Portfolio Update- OCT Exited : Samhi Hotels , Shivalik Rasayan, India Shelter Finance Bought : Diamond Power +15.55 New cash was added(20/9/25) Watchlist -PN gadgil,Unimech, Atlanta , JM finance

Aerospace Simplified Component Supply Chain. Many new winners will emerge from this Supply Chain Segment - T1/2/3/4 Image from: ValueQuest report

When does the music stop in metals? There’s a simple rhythm to this business. Harshal writes about it today in our Zen Nivesh blog. Good prices invite money. Money builds capacity. Capacity kills prices. Prices fall... until scarcity quietly does its work again. That’s

Number of GAS Fired plants that are coming up to Power AI in USA

In Rajasthan’s desert, there’s a small, thorny tree called the khejri. It doesn’t look like much. But when the rain stops and the sand turns cruel, the khejri keeps giving—fodder, food, shade, life. It survives first, then it compounds value for everything around it. That’s the

Solara Active Pharma Q1FY26 concall notes , my notes from the recent call concluded ( disc: invested and biased average price of 448 , no fresh reco no financial advice, initiated in march -25 )

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A good snapshot to read while viewing any defence businesses in india. Disc: Not a Buy/Sell Recomm. #Defence

Gas turbines will be the backbone of powering next-generation Al data centers - no other energy source comes close to matching their reliability and scale. In the Indian listed space, the only direct beneficiary is - Azad Engineering

Career full of rescue operations 🫡

Nice statement Rohit. Now you and Kohli both will pay for it.

🚢 Deep Dive: Ports & Commercial Shipping Ports look simple, the moat isn’t. Once a port wins the hinterland & locks in shipping lines, every incremental ship call adds software-like EBITDA. (Example: Adani Ports Q1 FY26 EBITDA margin ~60% 👀) Inside the session ↓ ⚓️ APSEZ →

Parag Milk Foods & the ₹4,000 cr Protein Play Nobody’s Noticing 1️⃣ Everyone’s talking about Nestle & Tata Consumer. But the real silent compounder in Indian FMCG might just be 🥛 Parag Milk Foods — the maker of Gowardhan, Go Cheese, and the fast-rising Avvatar Whey Protein.

Eppeltone Engineers : A case where execution is the key !! With an order book of 484 cr and smart meters being need of the hour and a huge TAM ahead , Eppeltone seems to be in a sweet spot . Few notes below 👇 #eppeltone #SmartMeter #grid

Interesting Updates form Eppeltone' AGM : 👉Foray into Gas Metering 👉Foray into Ultrasonic based AMI water meter 👉 Applied for 3 new patents , already holding 2 👉 Applied for RDSO approval for a niche product - Product undisclosed. 👉 Set up of new fully automated

interesting .. thanks for tagging me to read Shree Refrigeration: Powering India's Defense with Precision Cooling Sol...

World Champion Gukesh for a reason! 🫶

ELI Lilly to invest more than $1 Billion in India to expand

PG Electroplast Latest update from the management; 👉In 3Y company to get doubled 👉From Q3 on-wards will bounce back 👉New plant for refrigeration (1000cr) investment, starting from Dec26 👉Order booking already coming very strong from AC brands 👉Long term story very

India’s Hospital Sector in Expansion Mode >> Total beds up 14% YoY ➝ 17,977 beds >> Occupancy stable at ~65%; ARPOB 61K >> Focus on capacity expansion & margin recovery >> Strong EPS CAGR (FY25–28): Healthy growth outlook backed by rising demand, new hospitals & better pay