#COMPANY #OUTLOOK

• The U.S. commercial vehicle market in 2024 remained largely stable, with total new registrations for GVW 1-8 vehicles holding steady at 2.8 million-unchanged from 2023. However, this figure was still 2,00,000 units below pre-pandemic levels seen in 2019. Notable market shifts included a decline in diesel and internal combustion engine (ICE) vehicles, alongside a marked increase in hybrid and electric vehicle adoption. (Source: S&P Global) • In 2024, the U.S. commercial vehicle, Class 8 registrations declined by 11%, totalling 2,31,000 units, while Class 4 and 5 registrations rose by 7% and 9%, respectively. Government fleet registrations showed strong momentum, up 20% YoY. Cargo van registrations declined by 2% from 2023. Similarly, tractor truck registrations fell 18% YoY. The shift away from internal combustion engine (ICE) and diesel vehicles continued, with ICE commercial vehicle registrations down 7% since 2019-mainly driven by declines in pickups and cargo vans—impacting the lease rental segment. Diesel vehicle registrations also dropped 2%, affecting both tractor and straight trucks. (Source: S&P Global) • In FY25, India’s defence exports reached a record ₹23,622 cr. The Ministry of Defence signed 193 contracts worth over ₹2,09,050 crore, with 177 contracts (92%) awarded to domestic industry. More than 14,000 items have been indigenised under the SRIJAN initiative, along with 3,000 items under the Positive Indigenisation Lists. India is targeting ₹3 lakh cr in defence production and ₹50,000 cr in exports by 2029. India now exports defence equipment to over 100 countries, with the USA, France, and Armenia emerging as the top buyers. (Source: PIB) • Currently, 65% of defence equipment is manufactured domestically-a significant turnaround from the earlier 65%–70% import dependency-reflecting India’s growing self-reliance in the defence sector.

Bharat forge 1000-1120
Expected level 1400
Support 850

6180🔥🔥Long term level hit 😍

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172⚡️⚡️

3330⚡️Long term level hit 😍

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🔹15 Auto & Auto Ancillary Stocks That Turned into 10X+ Multibaggers in the Last 5 Years

✴️HBL Engineering +5182%
✴️NDR Auto +2713%
✴️Olectra Greentech +2145%
✴️Automotive Stampings +2070%
✴️Jupiter Wagons +1910%
✴️Titagarh Rail Systems +1810%
✴️Force Motors +1454%
✴️Banco Products +1321%
✴️JBM Auto +1278%
✴️Talbros Automotive +1161%
✴️Ramkrishna Forgings +1143%
✴️Lumax Auto +1123%
✴️Gabriel +1082%
✴️Pricol +1035%
✴️Sharda Motors +1012%

Transformer Sector Stocks

New Theme Emerging After the Bull Run in Railways & Defence Stocks!

With the strong rally in railway and defence sectors largely fueled by government initiatives, smart money is now eyeing Power Transmission as the next big opportunity.

Here’s why:

Example: Solar power is being generated in Rajasthan, and wind energy is thriving in Gujarat. But how does this clean energy reach far-off states and industries? The answer lies in Power Transmission — the backbone of India’s energy infrastructure.

Recognizing its importance, the Government of India is set to invest ₹9 lakh crore in this sector between 2022 and 2032:

₹4.25 lakh crore to be spent till 2027

₹4.75 lakh crore planned for 2027–2032

The investment will be distributed across:

Transmission Lines (35%) — towers, cables, etc.

Substations (35%) — transformers and equipment

HVDC Lines (20%) — for long distance, high-efficiency transmission

This massive push is already translating into a surge in order books and revenues for companies operating in this space. The theme is gaining traction, and smart investors are taking note.

Key listed players in this space include:

✅Siemens

✅Hitachi Energy

✅GE Vernova

✅Transrail Lighting

✅TRIL (Transformers and Rectifiers India Ltd) etc.

✅ Sterlite electric - unlisted

Keep an eye on this space — Power Transmission could be the next major theme driving market returns!

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1232⚡️⚡️

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2435💥Long term level hit 😍

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1580💥Long term level hit

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🏥 India’s Largest Hospital Chains (by No. of Beds)

Healthcare capacity = Competitive moat + Operating leverage.
More beds = higher scalability, bargaining power, and network effects.

📊 Top Players:
1️⃣ Apollo Hospitals – 10,209 beds
2️⃣ Narayana Health – 6,100 beds
3️⃣ Max Healthcare – 5,000 beds
4️⃣ Aster DM – 5,000 beds
5️⃣ KIMS – 4,900 beds
6️⃣ Fortis – 4,600 beds
7️⃣ Shalby – 2,062 beds
8️⃣ Healthcare Global Enterprises (HCG) – 1,980 beds
9️⃣ Rainbow Childrens Medicare – 1,935 beds
🔟 Yatharth Hospital – 1,605 beds

2434💥💥Long term level hit

338💥💥💥

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Vardhman Textiles Ltd Company Details Report


Vardhman Textiles Ltd. (VTL) is one of the leading textile manufacturers of India. It was incorporated in 1973 and has its registered office in Ludhiana, Punjab. VTL is a flagship company of the Vardhman Group which is a large textile conglomerate with presence across the textile value chain. It caters to the top international and domestic brands. It serves large retailers across USA, Europe, Asia and other emerging nations. Yarn contributes largely to the revenue for Vardhman Textiles with a total capacity of 12.4 lakhs spindles as on 31st March 2024. It has presence across a wide spectrum from manufacturing yarns to fabric. It is one of the very few vertically integrated fabric manufacturers in India which produces fabrics for both tops and bottoms in the apparel segment. Textile Segment: • Yarn – The product portfolio consists of speciality, acrylic, fancy, hand knitting, dyed and grey yarns. It has the manufacturing capacity of 670 metric ton of yarn per day. • Fabric – This segment comprises of solids, yarn-dyed, print, dobbies & various performance finishes and fabrics suitable for casual, formal and regular wear. It has a weaving capacity of 22 cr meters and fabric processing capacity of 18 cr meters per annum. • Garments – The company has a manufacturing capacity of 18 lakh shirts per annum. The product portfolio consists of 100% cotton, poly cotton, linen, melange, cotton stretch, cotton modal, viscose, tencel. Acrylic Fiber – The company ventured into the manufacturing of acrylic fiber in 1999. It has its 22,000 TPA (tonnes per annum) acrylic staple fiber and tow production plant at Jhagadia, district Bharuch in the state of Gujarat, India, where Vardhman's products marketed under the brand name 'VARLAN’. The company has a state-of-the-art plant whose technology was set-up initially as a joint venture between Vardhman, Japan Exlan Co. and Marubeni Corporation, Japan.