The global agriculture equipment market is projected to grow from USD 180.81 billion in 2023 to USD 296.61 billion by 2030, at a CAGR of 7.3% during the forecast period.

Top 10 players in Indian Agri-Equipment Market (excluding tractors)

This budget may be oriented toward agriculture and rural themes

TSMC consumed 8% of Taiwans Electricity in 2023..

Semi conductors & Power demand

Electronic Manufacturing sector should not be missed 🙏

#Paytm said to be in talks with #Zomato to sell its movie and ticketing business, sources tell Bloomberg.

Conart Engineers
Mcap - 44 Cr

Company has received work order from Amneal Pharma for construction of New Industrial Warehouse and Softmist Plant

Order Value - 3 Crore

Companies From #Unlisted Space Which Would Come With IPOs Soon :

DRHP Filed :
Waaree Energies
Mobikwik

DRHP Soon/At Advance
Stages :
Manjushree Technopack
Polymatech
Jaro Education
Hexaware
Hero Fincorp

At Initial Stages :
HDB Financial
Tata Capital
Versuni India
BVG India

EMS Industry

Electronic manufacturing is likely to double in the next 5 years to ~ $250 Bn.
Current electronic exports: $125-130 Bn

Currently, 25 lakh people are employed, with a target to double employment in the next 5 years.

The EMS industry is set for rapid growth in the coming years.

At current valuations, a lot of good things seem to be priced in.

CNC machine providers will also be major beneficiaries:

Jyoti CNC
Macpower CNC

Among the peers, the following have posted good numbers:

Kaynes Tech
Dixon
PGEL

Valuations are expensive, so take note of that.
Any deep correction could be an opportunity.

Transmission:
Skipper, Techno Electric, Bajel Projects, Viviana Power
Jyoti Structures, Star Delta Transformers

Transformers:
ShilcharTech, Voltamp, TRIL, Apar Industries

Smart Meter Solutions:
Genus Power, HPL Electric

Renewables Energy:
Oriana, SWSolar, KPI Green, KP Energy, Bondada, IREDA,
Waaree Renewables, KelTech Energy, Insolation, Swelect
Gensol Engineering

Green Hydrogen:
Advait Infratech, Linde, Inox India, Olectra Green, DeNora,
John Cockerill, Elgi Equipments, JNK India, Anup Engg,
Thermax, Cummins, Schneider Electric, Gensol, KSB Pumps
Ion Exchange, Shakti Pumps

Semiconductor:
Tata Elxsi, RIR Power, Kaynes Tech, ASM Tech, CG Power, Cummins, Dixon Tech, Moschip, SPEL Semi

EMS(Electronic Manuf. Services):
Dixon, Kaynes, PG Electro, Cyient DLM, Amber Ent, Avalon
Syrma SGS, Elin Electronics, Virtuoso OptoElectronics,
DCX Systems, Centum, Salzer Electronics

Defense:
Nibe, Atmastco, Zen Tech, AxisCades, Solar Industries
PTC Industries, Krishna Defense, Data Patterns, Premier Explosives
Mazagaon Dock, Garden Reach Ship, Bharat Dynamics
BEL, BEML

Aerospace:
HAL,Dynamatic Tech, Azad Engineering, Jyoti CNC

Eco Recycling, Gravita,

Water Recycling/Waste Water Treatment
EMS, Ion Exchange, Vatech Wabag, Jash Engineering,
VPRPL,WPIL, Arrow Greentech, Thermax, Shakti Pumps
Taylormade Renewables, Felix Industries, DeNora

Railways:
Jupiter Wagon, Frontier Spring, Cosmic CRF, Titagarh Wagon
RVNL, Hitachi, CG Power, ABB, KEC, Kalpataru, TD Power

Data Centres:
Schneider, Cummins, Hitachi, ABB, Amber, BlueStar, Voltas
KEC, KOEL, Exicom

HFCL

July onwards BharatNet Projects announcements to come

+

Exemption from European Commission's anti-dumping duties (Other players not exempted)

+

Cross-selling with Reliance

Fund raise now..with so many things happening?

Finance Minister N. Sitharaman is considering lowering personal tax rates for individuals earning 15 lakh per annum in the upcoming Budget 2024.

BEW Engineering

Meeting with Solidarity Advisors

#stocksmarket

Vodafone PLC has increased block size in INdus

Vodafone Plc to now sell 18% stake in Indus Tower via block deal

Praveg

Promoters have bought 52,212 equity shares from open market in last 2 months