
Manoj Gupta
@manojgupta1979
Followers
32K
Following
3K
Media
1K
Statuses
3K
Senior Finance Professional I IIM A I Microcap Investor I Long Term Investor I Sharing Data/ Personal Views not recommendation | Not Sebi Registered
Mumbai, India
Joined July 2010
Smart Money will flow in below sectors for big wealth creation for next 10-15 years. 1. Semi Conductor.2. Smart Meters .3. Defense Mfg.4. Recycling.5. Renewable Energy.6. Food Tech . Do your own DD before investing. #SmartInvesting .#futuresectors.
62
136
674
Kaynes Semicon is a game-changer! 🇮🇳.The company's new Sanand, Gujarat plant, is on track to become a major force in India's semiconductor ecosystem. Here's a look at the capacity numbers:.Total Capacity: The plant will have a peak capacity of 6.3 million chips per day. This
6
6
64
Need some ice for your lemonade?! .Iykyk💎. Check out our page for more!.
0
0
32
Bondada Engineering ($BONDADA) is poised to be a multi-sector powerhouse! 🚀.The FY24-25 annual report outlines a strategic vision that goes far beyond its core business. Key Highlights:.Renewable Energy: Securing a massive 2600 MW solar project in Andhra Pradesh, a
🚀 Bondada Engineering (BSE:543971) is turning heads!. ☀ ₹5,000+ Cr Solar EPC Orderbook.🔋 BESS Breakthrough – 100 MWh (TSGENCO) + 400 MWh (TN).💡 ₹9,000 Cr Solar IPP Project in AP (2 GW).🛡 Defence Entry via Bondada Dynamics Pvt Ltd.🎖 New CEO: Rear Admiral Sreenivas Ratnam
5
7
86
🚨 Desi Farms set to disrupt dairy — soon by listing🚨.Move over Amul, Milky Mist & Country Delight — a new dairy titan is rising! 🥛. ➡️ Desi Farms could soon be a listed dairy play. 🔥 Why it matters:.🔹 Desi Farms – farm-to-home clean dairy, 54 preservative-free SKUs, ISO.
1
4
22
📈 Time IN the market > Timing the market. 💡 Patience > Panic.🌱 SIP > Speculation.👥 Discipline > Luck.💭 Avoid blunders > Chase multi-baggers.🌟 Wealth builds quietly, then shines loudly. 🇮🇳 India is rising. Stay invested. 🚀. #Investing #WealthCreation #Sensex #Nifty50.
2
1
16
Polymatech India first global semiconductor company. Make in India Make for World. #Polymatech.
#WATCH | Delhi | On Semicon India 2025, CEO & Managing Director of Polymatech Eswara Rao Nandam says, ". Polymatech is known to everyone who is into semiconductor chips in India because we are the first company. Recently, we started a company in Estonia in Europe. We have a
3
6
58
🚀 GST Council 56th Meeting – Sector & Stock Beneficiaries. 1️⃣ Food & Dairy (UHT milk, Paneer, Cheese, Ghee – GST cut to 0–5%). 🥛 SME: Dodla Dairy, Milkfood Ltd, Vadilal Industries. 🥛 Non-SME: Heritage Foods, Parag Milk Foods, Hatsun Agro, Nestlé India, Britannia Industries,.
2
2
18
💡 The Government of India has rolled out the Next-Gen GST Reform, a landmark move to make taxation simpler, fairer, and growth-oriented. ✅ Key Highlights for Investors:.🛒 Daily Essentials – GST slashed (18%➡️5%, 12%➡️5%), boosting FMCG & retail demand. 🚜 Agriculture – Inputs
3
1
12
🚀🇮🇳 Historic Day for India!. PM Modi inaugurates first Made-in-India semiconductor chips at #SemiconIndia2025 Delhi. From ISRO’s Vikram 32-bit Processor to IIT/NIT designed AI, Encryption & Analog ICs – India’s silicon era begins. 📈 Big boost for: TataSemi, Polymatech, Micron,
7
3
31
Semicon India 2025 – A Trillion-Dollar Opportunity for Investors. Event:.PM Shri Narendra Modi Ji today will inaugurate Semicon India 2025 at Yashobhoomi, New Delhi. The event sets the stage for India’s emergence as a semiconductor powerhouse, bringing together global CEOs,.
At 10 AM tomorrow, 2nd September, will inaugurate Semicon India - 2025, an important platform that brings together leading stakeholders from the world of semiconductors. This is a sector in which India’s recent strides have been remarkable. The Conference will focus on key themes.
2
2
24
“Singapore-based PTW is fueling India’s chip revolution—partnering with RRP Electronics to launch the country’s first major wafer fab. Expected to generate over $1.2 billion in revenue at full capacity (with gross margins north of 60%) by March 28 in next 2 years—this could.
Singapore-based PTW partners with RRP Electronics Ltd to Establish the First Major Wafer Production Line in India. PTW is a Singapore headquartered semicon solutions provider, with focus on frontend wafer production tools. PTW has been assisting leading foundries in the world to.
2
0
9
LLMs are getting better, faster, and smarter, and as they do, we need new ways to use them. Applications build with LLMs have transitioned from asking LLMs to write to letting LLMs drive actions. With that, comes new challenges in developing agentic applications.
0
9
36
Stock broking and wealth management platform Groww has received the Securities and Exchange Board of India’s (SEBI) approval to go public, setting the stage for an IPO that could raise up to $1 billion, people familiar with the matter told Moneycontrol. The offering is expected
1
0
3
India's first Made-in-India chip will be produced at CG Semi's outsourced semiconductor assembly and testing (OSAT) pilot facility in Sanand, Minister for Electronics and Information Technology (MeitY) Ashwini Vaishnaw said. "This pilot line (G1 facility) will produce 0.5
2
1
21
Middle class dream in India:.📦 Own a house.🚗 Buy a car.📈 Invest in SIPs.💳 Pay EMIs on time. But the real hidden dream → Financial Freedom before 50 🔑✨. #MiddleClass #IndianDream #FinancialFreedom #WealthMindset #investing.
1
0
16
Markets test two things:.👉 Your patience when nothing moves. 👉 Your discipline when everything moves. Those who pass both, build real wealth. 📈✨.
1
0
23
MAJOR ENDORSEMENT!.Barack Obama (My friend Reggie Brown) — the best Obama impersonator in America — just endorsed my campaign for U.S. Congress. If Reggie says “Yes We Can,” you'd better believe it! 🇺🇸 Donate below to make sure we flip this critical swing district in 2026!.
11
13
95
🚀 Bondada Engineering (BSE:543971) is turning heads!. ☀ ₹5,000+ Cr Solar EPC Orderbook.🔋 BESS Breakthrough – 100 MWh (TSGENCO) + 400 MWh (TN).💡 ₹9,000 Cr Solar IPP Project in AP (2 GW).🛡 Defence Entry via Bondada Dynamics Pvt Ltd.🎖 New CEO: Rear Admiral Sreenivas Ratnam
6
14
112
🚀 ASM Technologies Ltd (ASMTEC). 📈 Q1 FY26 Highlights. Revenue: ₹123 Cr (+134% YoY). EBITDA: ₹26 Cr (+514% YoY) | Margin 20.9%. PAT: ₹16 Cr (+448% YoY) | EPS: ₹10.7. 🏭 Balance Sheet Strength. Equity + Reserves: ₹165 Cr (FY25). Assets up 71% in 2 yrs to ₹287 Cr. Borrows
1
2
18