💰Billionaires Club| Global Wealth Mgmt.| Mission 1B+ AUM | 10x, 100x Gems💎Global Equities Value + Growth + Angel Investing | Founder-ABCI Data (Ex-IBM, Ex-HP)
BANGALORE, INDIA
Joined May 2025
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🎯 ABCI India Equity Research [Wealth Management] #GEMs Discovery 💎💎💎
✳️ ABCI India - PMS Performance [Aggressive-Virat PF]
FY24: ~180%
FY25: ~120%
FY26: ~70%
FY27E: ~300% + (Estimated)
✳️ FY24: Investment Themes/Turnaround Industries
🟣 Solar & Wind Energy
🟣 Engineering-Construction
🟣 EPC
🟣 Power T & D (Equipment, Wires & Cables and EPC)
🟣 Railways
🟣 Recycling
🟣 Defense
🟣 Other Sectors
✳️ FY25: Investment Themes/Turnaround Industries
🟣 Consumer Electronics
🟣 Industrial EMS/ESDM
🟣 Power T & D (Equipment, Wires & Cables and EPC)
🟣 Solar & Wind Energy
🟣 Water Mgmt.
🟣 Recycling
🟣 Defense
🟣 Other Sectors
✳️ FY26: Investment Themes/Turnaround Industries
🟣 Logistics
🟣 EMS/ESDM
🟣 Pharma
🟣 Power T & D (Equipment, Wires & Cables)
🟣 Healthcare
🟣 Specialty Chemicals
🟣 Recycling
🟣 Defense
🟣 Other Sectors
✳️ FY27: Investment Themes/Turnaround Industries
🟣 Manufacturing/Capital Goods (Aerospace, Defense, Precision Engineering, EMS/ESDM, Semiconductor)
🟣 Recycling
🟣 IT-Infrastructure
🟣 AI & Data Centre (DC)
🟣 Power T & D (Equipment, Wires & Cables)
🟣 Industrial Automation
🟣 Robotics
🟣 Specialty Chemicals
🟣 Pharma
🟣 Other Sectors
✳️ Over last several years ABCI has built the expertise base in following tailwind & niche Sectors-
👉 Aerospace
👉 Defense
👉 Electronics
👉 Recycling
👉 Precision Engineering
👉 Power T & D
👉 Chemicals
👉 Pharma
👉 Healthcare
👉 Energy
👉 General Engineering
👉 Retailing
👉 Consumer Discretionary
👉 Logistics
👉 Automotive
👉 Railways
✳️ ABCI India manages 4 types of PFs:
🟢 Aggressive (Virat PF): Expect ~80% CAGR returns
🟢 Conservative (Rohit PF): Expect ~50% CAGR returns
🟢 Income-Type (Yuvraj PF): Expect ~30% Quarterly Returns
🟢 Evergreen (Rahul-Dravid PF): Expect 35% to 40% CAGR returns
✳️ ABCI India - PMS Service Goals for HNI/UHNI/NRI Clients:
🟢 Wealth Building
🟢 Financially Free
🟢 Financially Free and Retire Early
🟢 Customized Personal Goals
🔵 POC: ABCIData.Com
✳️ ABCI Global Equity Research (Wealth Mgmt.) have access to mgmt. and looks into:
🟣 Factory visit / meeting with Mgmt. on the factory floor or over a phone-call.
🟣 Management mindset & credibility.
🟣 Sector-specific metrics.
✳️ We pick-up 30-35 niche businesses every year, with the future potential to be 10x, 20x, 30x multibaggers and multiply investor wealth.
✳️ If you’re an HNI/UHNI investor looking for financial services, please contact ABCI team.
🟢 POC: ABCIData.Com
Anybody Can Invest-ABCI retweeted
#Millworks - Business update:
Millworks is adding a capability that can shorten the journey from design to qualification.
The company has set up a 3D Printing Centre of Excellence with US-based Markforged for aerospace and defence applications.
The facility has 7 machines covering:
• Carbon-fibre composite printing
• Resin / polymer printing
• Large-format printing
• 3D scanning & reverse engineering
The idea is simple — prototype complex parts faster, qualify them with customers and potentially convert those programmes into recurring precision-machining business.
For aerospace & defence, where qualification cycles are long but programmes can run for years, this is an interesting capability addition to track.
#Millworks - Business update:
Millworks is adding a capability that can shorten the journey from design to qualification.
The company has set up a 3D Printing Centre of Excellence with US-based Markforged for aerospace and defence applications.
The facility has 7 machines covering:
• Carbon-fibre composite printing
• Resin / polymer printing
• Large-format printing
• 3D scanning & reverse engineering
The idea is simple — prototype complex parts faster, qualify them with customers and potentially convert those programmes into recurring precision-machining business.
For aerospace & defence, where qualification cycles are long but programmes can run for years, this is an interesting capability addition to track.
#SME
#Millworks Technologies - Business Update:
Millworks Technologies is opening doors to the US advanced manufacturing ecosystem through its collaboration with Markforged 🇺🇸
A strategic step into advanced 3D printing, with potential opportunities across aerospace, defence and precision engineering.
The real opportunity lies in converting this capability into global customer relationships and recurring orders.
Anybody Can Invest-ABCI retweeted
#CUPID Promoter making Investments in other sector Businesses-
CUPID PROMOTER IS INVESTING BEYOND CUPID!
Aditya Kumar Halwasiya has investments across multiple sectors.
Some companies in his investment portfolio:
• PC Jeweller
• Tourism Finance Corporation of India
• Baazar Style Retail
• Karnataka Bank
• South Indian Bank
• Apollo Micro Systems
Latest Big Move:
₹73.59 Crore invested in PC Jeweller on October 15, 2026.
#CUPID Promoter making Investments in other sector Businesses-
CUPID PROMOTER IS INVESTING BEYOND CUPID!
Aditya Kumar Halwasiya has investments across multiple sectors.
Some companies in his investment portfolio:
• PC Jeweller
• Tourism Finance Corporation of India
• Baazar Style Retail
• Karnataka Bank
• South Indian Bank
• Apollo Micro Systems
Latest Big Move:
₹73.59 Crore invested in PC Jeweller on October 15, 2026.
Anybody Can Invest-ABCI retweeted
#FDI Investments in India-A Snapshot:
Anybody Can Invest-ABCI retweeted
#SME
#Neetu Yoshi - the Indian Rail Bogie Components manufacturer.
5x, 10x multibagger story on the cards??
Latest 5x-10x opportunity.🔥
Neetu Yoshi
Go through.
Few years back given
SME from railway Segments Cosmic CRF around ₹200-300 ..
Made around ₹2000..🔥
I am not sure ,
But expecting same from this SME
Neetu Yoshi.
Do your own research.
#NotReco
#ExpectForBullRun
Anybody Can Invest-ABCI retweeted
Growth triggers for Precision Machining, Forging & Casting Companies-
Growth triggers for Forging & Casting companies.
Europe's supply base is struggling. OEMs are shifting work to India.
Demand is moving beyond auto into energy, data centers, aerospace & semiconductors.
RK forging: Flooded with demand. Inquiries and RFQs are huge.
Happy Forgings gets 60% of exports from Europe and says inquiry flow is huge.
Nelcast won European business because existing suppliers were going bankrupt.
Menon received RFQs and NDAs from Magna, Linamar and Allison after its US visit.
Heavy forging capacity is in shortage.
Happy's 14,000 ton press takes 1.5 to 3 years to replicate.
RK's ring rolling is at 127% utilization and booked for 2 to 3 years.
NRB won the Sukhoi 30 spherical bearing order. Less than 5 companies globally can make it.
Goodluck won 255cr order for 50000 long range artillery shells.
The next growth leg will come from higher value materials and products, not just basic forgings.
RK is moving into titanium and Inconel. Happy is moving from 200kg parts to 3 ton energy parts. Menon is entering larger EV and railway parts. NRB is expanding into aerospace and defence.
Anybody Can Invest-ABCI retweeted
Ace Investor #Vijay Kedia Equity Portfolio in DEEP RED!!
Vijay Kedia Portfolio — Stocks Down From ATH
PATELENG — 96.48% 🔻
VAIBHAVGBL — 81.10% 🔻
AFFORDABLE — 80.00% 🔻
SPMLINFRA — 74.35% 🔻
PRECAM — 71.20% 🔻
OMINFRAL — 69.82% 🔻
REPRO — 69.75% 🔻
WEBELSOLAR — 64.40% 🔻
GLOBALVECT — 64.12% 🔻
INNOVATORS — 63.67% 🔻
MHRIL — 62.95% 🔻
SIYSIL — 54.26% 🔻
TAC — 53.33% 🔻
ATULAUTO — 51.38% 🔻
ELECON — 43.76% 🔻
TECHD — 38.03% 🔻
EIMCOELECO — 35.92% 🔻
SUDARSCHEM — 26.55% 🔻
ADVAIT — 24.64% 🔻
YATHARTH — 14.29% 🔻
EXATO — 13.94% 🔻
NEULANDLAB — 13.26% 🔻
MAHALIFE — 11.23% 🔻
Anybody Can Invest-ABCI retweeted
#Sudeep Pharma- a 5x, 10x story unfolding?
Sudeep Pharma : One of the largest producers of food-grade Iron Phosphate for infant nutrition, clinical nutrition, and the food & beverage sectors
Sudeep Pharma is also a pioneer in introducing liposomal nutrients in India (Encapsulated ingredients)
The company specializes in encapsulated ingredients for bakery (Sorbic Acid, Calcium Propionate) and nutrients (Caffeine, DHA, Curcumin) which aims to solve complex formulation challenges with proprietary technology.
😇😇Sudeep also makes "battery-grade iron phosphate, a precursor cathode active material (pCAM) for lithium-iron phosphate batteries used in electric vehicles and energy storage systems. Wow !!
And the interesting part is that its a "proprietary, ammonia-free production technology" that "significantly reduces effluent generation," a differentiator in a China-dominated market
😇😇What's the moat : Th only Indian company with USFDA approval for mineral-based ingredients, and "one of nine companies globally" with CEP certification for calcium carbonate as an API in the EU.
😇😇!! Some capex is live and more capex online to be seen in the next 6 months . Company seems to be in a sweet spot for the next 2 years !!
Disc : Not a but/sell reco !! Read more !!
#sudeeppharma
#Sudeep Pharma- a 5x, 10x story unfolding?
Sudeep Pharma : One of the largest producers of food-grade Iron Phosphate for infant nutrition, clinical nutrition, and the food & beverage sectors
Sudeep Pharma is also a pioneer in introducing liposomal nutrients in India (Encapsulated ingredients)
The company specializes in encapsulated ingredients for bakery (Sorbic Acid, Calcium Propionate) and nutrients (Caffeine, DHA, Curcumin) which aims to solve complex formulation challenges with proprietary technology.
😇😇Sudeep also makes "battery-grade iron phosphate, a precursor cathode active material (pCAM) for lithium-iron phosphate batteries used in electric vehicles and energy storage systems. Wow !!
And the interesting part is that its a "proprietary, ammonia-free production technology" that "significantly reduces effluent generation," a differentiator in a China-dominated market
😇😇What's the moat : Th only Indian company with USFDA approval for mineral-based ingredients, and "one of nine companies globally" with CEP certification for calcium carbonate as an API in the EU.
😇😇!! Some capex is live and more capex online to be seen in the next 6 months . Company seems to be in a sweet spot for the next 2 years !!
Disc : Not a but/sell reco !! Read more !!
#sudeeppharma
#FDI Investments in India-A Snapshot:
Ace Investor #Vijay Kedia Equity Portfolio in DEEP RED!!
Vijay Kedia Portfolio — Stocks Down From ATH
PATELENG — 96.48% 🔻
VAIBHAVGBL — 81.10% 🔻
AFFORDABLE — 80.00% 🔻
SPMLINFRA — 74.35% 🔻
PRECAM — 71.20% 🔻
OMINFRAL — 69.82% 🔻
REPRO — 69.75% 🔻
WEBELSOLAR — 64.40% 🔻
GLOBALVECT — 64.12% 🔻
INNOVATORS — 63.67% 🔻
MHRIL — 62.95% 🔻
SIYSIL — 54.26% 🔻
TAC — 53.33% 🔻
ATULAUTO — 51.38% 🔻
ELECON — 43.76% 🔻
TECHD — 38.03% 🔻
EIMCOELECO — 35.92% 🔻
SUDARSCHEM — 26.55% 🔻
ADVAIT — 24.64% 🔻
YATHARTH — 14.29% 🔻
EXATO — 13.94% 🔻
NEULANDLAB — 13.26% 🔻
MAHALIFE — 11.23% 🔻
Growth triggers for Precision Machining, Forging & Casting Companies-
Growth triggers for Forging & Casting companies.
Europe's supply base is struggling. OEMs are shifting work to India.
Demand is moving beyond auto into energy, data centers, aerospace & semiconductors.
RK forging: Flooded with demand. Inquiries and RFQs are huge.
Happy Forgings gets 60% of exports from Europe and says inquiry flow is huge.
Nelcast won European business because existing suppliers were going bankrupt.
Menon received RFQs and NDAs from Magna, Linamar and Allison after its US visit.
Heavy forging capacity is in shortage.
Happy's 14,000 ton press takes 1.5 to 3 years to replicate.
RK's ring rolling is at 127% utilization and booked for 2 to 3 years.
NRB won the Sukhoi 30 spherical bearing order. Less than 5 companies globally can make it.
Goodluck won 255cr order for 50000 long range artillery shells.
The next growth leg will come from higher value materials and products, not just basic forgings.
RK is moving into titanium and Inconel. Happy is moving from 200kg parts to 3 ton energy parts. Menon is entering larger EV and railway parts. NRB is expanding into aerospace and defence.
#SME
#Neetu Yoshi - the Indian Rail Bogie Components manufacturer.
5x, 10x multibagger story on the cards??
Latest 5x-10x opportunity.🔥
Neetu Yoshi
Go through.
Few years back given
SME from railway Segments Cosmic CRF around ₹200-300 ..
Made around ₹2000..🔥
I am not sure ,
But expecting same from this SME
Neetu Yoshi.
Do your own research.
#NotReco
#ExpectForBullRun
Anybody Can Invest-ABCI retweeted
🎯#Muhurat Trading:
#NSE
#BSE
✳️ Buy the dips or add more of the Diwali Picks in the one-hour trading session open on #Diwali - Sunday, November 08, 2026.
✳️ This session is considered auspicious and marks the start of the new #Samvat year.
All #DIWALI Picks are growing revenue at 40% to 60% CAGR YoY in FY27 - FY29 as per mgmt. guidance, as indicated in Q1FY27 / Q2FY27 / H1FY27 up-coming results......
For some picks, mgmt. is yet to provide guidance for FY27 to FY29.
🎯#Muhurat Trading:
#NSE
#BSE
✳️ Buy the dips or add more of the Diwali Picks in the one-hour trading session open on #Diwali - Sunday, November 08, 2026.
✳️ This session is considered auspicious and marks the start of the new #Samvat year.
All #DIWALI Picks are growing revenue at 40% to 60% CAGR YoY in FY27 - FY29 as per mgmt. guidance, as indicated in Q1FY27 / Q2FY27 / H1FY27 up-coming results......
For some picks, mgmt. is yet to provide guidance for FY27 to FY29.
Anybody Can Invest-ABCI retweeted
#KPL - Business Update:
Kwality Pharma : Capacity Expansion
Kwality Pharma (KPL) has acquired 4 acres of land adjacent to its existing Amritsar facility for its next phase of Capex.
Key details:
• 4 injectable lines
• 6+ lines for tablets, capsules, ophthalmic & other oral solid dosage formulations
• Fully automated facility designed with applicable EU GMP requirements, including Annex 1 wherever relevant
• Intended to support existing demand, upcoming products, future launches & bioequivalence-led opportunities
Timeline:
→ Project completion: Q4 FY28
→ Full operations: Q2 FY29
The expansion creates manufacturing capacity for future growth. The key variables to track are project execution, capex, capacity utilisation, regulatory readiness and incremental revenue/profit contribution.
No Recommendations.
#KPL
Anybody Can Invest-ABCI retweeted
#Akiko Global -the Fintech Company_Business update-
