MTAR Technologies - High Growth Execution Blueprint
23% margins | 50% growth visibility | Multi engine scale up
1️⃣ Q3FY26 - What Changed on the Ground ?
▪️ Record execution led by Clean Energy ramp-up
▪️ Strong operating leverage kicked in as volumes scaled
▪️ Aerospace + https://t.co/ICO1IRDB1J
23% margins | 50% growth visibility | Multi engine scale up
1️⃣ Q3FY26 - What Changed on the Ground ?
▪️ Record execution led by Clean Energy ramp-up
▪️ Strong operating leverage kicked in as volumes scaled
▪️ Aerospace + https://t.co/ICO1IRDB1J
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🇮🇳 Economic Survey 2025-26: Important Sectors
Core Theme:
From Import Substitution to Strategic Indispensability.
Single Takeaway:
It doesn’t abandon services, but clearly argues that manufacturing depth, energy security, and productive capacity are essential for India’s next https://t.co/kC9pl5A9mx
Core Theme:
From Import Substitution to Strategic Indispensability.
Single Takeaway:
It doesn’t abandon services, but clearly argues that manufacturing depth, energy security, and productive capacity are essential for India’s next https://t.co/kC9pl5A9mx
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🇮🇳 🇪🇺 India - EU FTA: Tailwind Sectors
Big Picture: ~99.5% of Indian exports to the EU move to zero tariffs over time.
(many immediately, others phased)
Result: Multi-year Margin + Volume story.
🧵 Textiles & Apparel: Clear #1 Winner
🔹️ Change: EU tariffs (8-12%) ➡️ 0% for https://t.co/YQ876Md7ZP
Big Picture: ~99.5% of Indian exports to the EU move to zero tariffs over time.
(many immediately, others phased)
Result: Multi-year Margin + Volume story.
🧵 Textiles & Apparel: Clear #1 Winner
🔹️ Change: EU tariffs (8-12%) ➡️ 0% for https://t.co/YQ876Md7ZP
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🇮🇳 The Indian Mid-Cap Shift
Mid-cap story is changing.
From Liquidity to Legitimacy.
Markets are moving from a Liquidity-led Rally to an Earnings-led Filter.
🎭 Act I: The Euphoria (2023 - 2025)
“Growth at any price”
🔸 Record SIP inflows + Retail participation drove returns. https://t.co/BmbhQUm7WE
Mid-cap story is changing.
From Liquidity to Legitimacy.
Markets are moving from a Liquidity-led Rally to an Earnings-led Filter.
🎭 Act I: The Euphoria (2023 - 2025)
“Growth at any price”
🔸 Record SIP inflows + Retail participation drove returns. https://t.co/BmbhQUm7WE
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🇮🇳 India’s Data Center Landscape (2025-2027)
Power > Land > Chips.
AI is becoming a Physical Infra story.
Data Centers are the factories.
India is moving from Cloud Storage ➡️ Sovereign AI Infra.
This changes where the money is made.
🔑 THE CORE SHIFT
The bottleneck has https://t.co/pqFJGN2vmf
Power > Land > Chips.
AI is becoming a Physical Infra story.
Data Centers are the factories.
India is moving from Cloud Storage ➡️ Sovereign AI Infra.
This changes where the money is made.
🔑 THE CORE SHIFT
The bottleneck has https://t.co/pqFJGN2vmf
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TURNAROUND COMPANIES (Q3FY26) ‼️
These companies can be next multibagger in next 2-3yrs 🚀
Dont Miss Them 🧵⤵️
These companies can be next multibagger in next 2-3yrs 🚀
Dont Miss Them 🧵⤵️
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Apollo Micro Systems - Big Capacity + Capability Expansion
- Structural Defence Manufacturing Trigger
▪️ ₹300 Cr Capex announced for new Electronics & Electro Mechanical manufacturing facility
▪️ Land acquired - 22,988 sq. meters at TSIIC Hardware Park Phase II, Hyderabad
▪️ https://t.co/C9Ez2xKehr
- Structural Defence Manufacturing Trigger
▪️ ₹300 Cr Capex announced for new Electronics & Electro Mechanical manufacturing facility
▪️ Land acquired - 22,988 sq. meters at TSIIC Hardware Park Phase II, Hyderabad
▪️ https://t.co/C9Ez2xKehr
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Gold and Silver 😍 https://t.co/uFPPg7IFLy
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Interarch Building Products – Execution Flywheel Accelerates ?
Execution > Capacity > Volumes > Cash Flow Normalisation
1⃣ Execution & Volume Growth – Stronger Than Guidance
▪️ Company is in the higher end of execution cycle
▪️ Q2 execution speed materially higher than Q1
▪️ https://t.co/YhPW70cbxF
Execution > Capacity > Volumes > Cash Flow Normalisation
1⃣ Execution & Volume Growth – Stronger Than Guidance
▪️ Company is in the higher end of execution cycle
▪️ Q2 execution speed materially higher than Q1
▪️ https://t.co/YhPW70cbxF
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🏢 UBS on Indian Midcaps - Selectivity > Broad Bets
Midcaps have corrected, but the rerating story isn’t dead - it’s becoming stock-specific.
▪️ Valuation reset: Midcap 1Y forward PE down ~10% in 2025, yet still at a premium vs Nifty & 5Y avg
▪️ Flow reality: Domestic funds https://t.co/AvJkRCXteY
Midcaps have corrected, but the rerating story isn’t dead - it’s becoming stock-specific.
▪️ Valuation reset: Midcap 1Y forward PE down ~10% in 2025, yet still at a premium vs Nifty & 5Y avg
▪️ Flow reality: Domestic funds https://t.co/AvJkRCXteY
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Transrail Wins ₹527 Cr EPC Orders | HTLS reconductoring - new trigger ?
▪️ Order Value: ₹527 Cr across MENA, Africa + India
▪️ Order Mix: Mix across T&D, Poles, Lighting.
▪️Added HTLS reconductoring capability in India
▪️ FY26 YTD Order Inflows: ₹5,637 Cr
▪️ L1 Pipeline: https://t.co/3AylFUezSt
▪️ Order Value: ₹527 Cr across MENA, Africa + India
▪️ Order Mix: Mix across T&D, Poles, Lighting.
▪️Added HTLS reconductoring capability in India
▪️ FY26 YTD Order Inflows: ₹5,637 Cr
▪️ L1 Pipeline: https://t.co/3AylFUezSt
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My Stock Screener for Future Re-Rating Stories
Just like Quantitative Screeners, I frequently use the following Qualitative Screener on ChatGPT.
🔍 ChatGPT STOCK SCREENER PROMPT
Act as a long-term equity investor focused on generating 5-year alpha, not momentum or quality https://t.co/41Ga2ujl02
Just like Quantitative Screeners, I frequently use the following Qualitative Screener on ChatGPT.
🔍 ChatGPT STOCK SCREENER PROMPT
Act as a long-term equity investor focused on generating 5-year alpha, not momentum or quality https://t.co/41Ga2ujl02
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🏆 Top 10 Gold ETFs 🇮🇳
🥇 Invesco India Gold ETF
🥈 Axis Gold ETF
🥉 UTI Gold ETF
▪️ ICICI Pru Gold ETF
▪️ LIC Gold ETF
▪️ SBI Gold ETF
▪️ Quantum Gold ETF
▪️ DSP Gold ETF
▪️ Kotak Gold ETF
▪️ Zerodha Gold ETF (GOLDCASE)
💭 Are you tracking any of these Gold ETF’s or Silver https://t.co/gN7B3BABOY
🥇 Invesco India Gold ETF
🥈 Axis Gold ETF
🥉 UTI Gold ETF
▪️ ICICI Pru Gold ETF
▪️ LIC Gold ETF
▪️ SBI Gold ETF
▪️ Quantum Gold ETF
▪️ DSP Gold ETF
▪️ Kotak Gold ETF
▪️ Zerodha Gold ETF (GOLDCASE)
💭 Are you tracking any of these Gold ETF’s or Silver https://t.co/gN7B3BABOY
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💸Earnings Season is on - Good results till now
[ Stock Now ] - [ Sales Growth ] - [ Profit Growth ]
1. GM Breweries - 26% - 92%🆙
2. MP Bharat Agro Products - 115% - 78% ⏫
3. TARIL - 32% - 37%
4. IREDA - 26% - 38%
5. Gloubus Spirits - 6% - 7400% ( Small base )
6. DMART -
[ Stock Now ] - [ Sales Growth ] - [ Profit Growth ]
1. GM Breweries - 26% - 92%🆙
2. MP Bharat Agro Products - 115% - 78% ⏫
3. TARIL - 32% - 37%
4. IREDA - 26% - 38%
5. Gloubus Spirits - 6% - 7400% ( Small base )
6. DMART -
5
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IT results out. Dividends declared!
TCS Q3
Revenue up 5%
PAT down 10%
Dividend ₹57
Record date 17th Jan
Payout date 3rd Feb
HCL Tech Q3
Revenue up 13%
PAT down 11%
Dividend ₹12
Record date 16th Jan
Payout date 27th Jan
AI key growth driver for both
Would u add IT now?
TCS Q3
Revenue up 5%
PAT down 10%
Dividend ₹57
Record date 17th Jan
Payout date 3rd Feb
HCL Tech Q3
Revenue up 13%
PAT down 11%
Dividend ₹12
Record date 16th Jan
Payout date 27th Jan
AI key growth driver for both
Would u add IT now?
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🇮🇳 Hospital Sector: Future Prospects
⏰ Current State
🔸 Private hospitals dominate capacity, quality & specialty care.
🔸 Expansion via new beds, brownfield growth & asset-light models.
🔸 Public infra improving, but private players drive execution.
🩺 Demand Tailwinds
🔸 https://t.co/U0wLvClZD5
⏰ Current State
🔸 Private hospitals dominate capacity, quality & specialty care.
🔸 Expansion via new beds, brownfield growth & asset-light models.
🔸 Public infra improving, but private players drive execution.
🩺 Demand Tailwinds
🔸 https://t.co/U0wLvClZD5
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Top 10 Best-Selling Car Models - 2025
Maruti Suzuki Baleno - 22,108
Maruti Suzuki Fronx - 20,706
Tata Nexon - 19,375
Maruti Suzuki Dzire - 19,072
Maruti Suzuki Swift - 18,767
Maruti Suzuki Brezza - 18,704
Maruti Suzuki Ertiga - 16,586
Tata Punch - 15,980
Mahindra Scorpio - https://t.co/Slg5kNPKO3
Maruti Suzuki Baleno - 22,108
Maruti Suzuki Fronx - 20,706
Tata Nexon - 19,375
Maruti Suzuki Dzire - 19,072
Maruti Suzuki Swift - 18,767
Maruti Suzuki Brezza - 18,704
Maruti Suzuki Ertiga - 16,586
Tata Punch - 15,980
Mahindra Scorpio - https://t.co/Slg5kNPKO3
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Two Insulator stocks To study
- Two names to study (recent buzz)
1⃣ Yash Highvoltage - Promoter buying spree
2⃣ Modern Insulator - Excellent Export Data
1 | Yash Highvoltage
▪️ Business focus: Transformer bushings – OIP today, RIP / RIS (up to 550 kV) next phase
▪️ High https://t.co/m2Td2Ils3e
- Two names to study (recent buzz)
1⃣ Yash Highvoltage - Promoter buying spree
2⃣ Modern Insulator - Excellent Export Data
1 | Yash Highvoltage
▪️ Business focus: Transformer bushings – OIP today, RIP / RIS (up to 550 kV) next phase
▪️ High https://t.co/m2Td2Ils3e
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📊 Most Demanded IPOs - 2025
🥇 LG Electronics India
🥈 Meesho
🥉 ICICI Prudential AMC
▪️ Indo Farm Equipment Limited
▪️ Standard Glass Lining
▪️ NSDL
▪️ Stallion India Fluorochemicals
▪️ Highway Infrastructure
▪️ Urban Company
▪️ Quadrant Future Tek
▪️ Aequs
▪️ Laxmi Dental
▪️ https://t.co/k66DDMDSVt
🥇 LG Electronics India
🥈 Meesho
🥉 ICICI Prudential AMC
▪️ Indo Farm Equipment Limited
▪️ Standard Glass Lining
▪️ NSDL
▪️ Stallion India Fluorochemicals
▪️ Highway Infrastructure
▪️ Urban Company
▪️ Quadrant Future Tek
▪️ Aequs
▪️ Laxmi Dental
▪️ https://t.co/k66DDMDSVt
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Metal Sector: Current Status & Future Outlook
📍 CURRENT STATUS
🧱 Fundamentals
🔹 Balance sheets significantly healthier than past cycles.
🔹 Lower debt ➡️ reduced downside risk in weak pricing phases.
🔹 Capex focused on efficiency, not reckless expansion.
🏗️ Industry https://t.co/GWvwOvbjeP
📍 CURRENT STATUS
🧱 Fundamentals
🔹 Balance sheets significantly healthier than past cycles.
🔹 Lower debt ➡️ reduced downside risk in weak pricing phases.
🔹 Capex focused on efficiency, not reckless expansion.
🏗️ Industry https://t.co/GWvwOvbjeP
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Investor since 2014 | Equity Research (🇮🇳 India & 🇺🇸 US) | Macro & Valuation Themes | Concentrated Portfolios | Not SEBI Regd | Tweets Not Reco
1.7K Followers
7 Contributions
Equity Research | Stock Market Insights | 10+ Yrs in SM | Not SEBI Registered | Edu & Learning Only | No Trade Recos | Views Personal | Investor & Swing trader
20.7K Followers
5 Contributions
India First | Investing | FIRE | All Views are Personal | No Buy/Sell Recommendation | DYODD | DM for Collaboration
32.9K Followers
4 Contributions
23yr old Equity Investor || Microcap/Smallcap Fundamental Analyst || No Bak-Bak || Not SEBI Registered || Don’t Forget To Check Highlights ||
25.6K Followers
1 Contributions
Founder & CEO of Trade Brains Group🚀 | @tradebrainsgrp @tbportal @joinfinGrad | 👉Discusses stocks, cryptos and businesses: https://t.co/jUmMelhgrQ
17.7K Followers
1 Contributions
Trader & Investor 🎯🚀, Stock Analysis 😍, Investing theories⌛, Daily trade analysis 💹, Not SEBI registered ❌. No reco ❗. Views are personal 👋
8.3K Followers
1 Contributions
Stocks | Dividends | Mutual Funds | Personal Finance | Investing since 2015 | 5 Consecutive Years of Realized Gains
6.7K Followers
1 Contributions
23.6K
Total Members
+ 2
24h Growth
+ 5
7d Growth
Date Members Change
Feb 10, 2026 23.6K +2
Feb 9, 2026 23.6K +3
Feb 8, 2026 23.6K +3
Feb 7, 2026 23.6K +1
Feb 6, 2026 23.6K -2
Feb 5, 2026 23.6K -2
Feb 4, 2026 23.6K +6
Feb 3, 2026 23.6K -1
Feb 2, 2026 23.6K +0
Feb 1, 2026 23.6K +3
Jan 31, 2026 23.6K +3
Jan 30, 2026 23.6K -4
Jan 29, 2026 23.6K +3
Jan 28, 2026 23.6K —
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