Peptides and GLP-1 drugs Neuland might be one of the companies to study if youre looking at this theme Company is doing massive capex in this space, current investments are at global scale

Interarch building concall just got done, management has given aggressive guidance

Interarch concall will be done soon, will post highlights here!

Google's $10B data centre in Vizag - KRN Heat will be a big beneficiary They expect to receive sizeable orders as per the concall that just concluded

CCL Products - Company maintains guidance, says might achieve upper end Stock up +11% since open

True - Bluejet employee cost as a % of revenue is way lesser than Neuland, Anthem and Syngene Might warrant some digging into Standalone numbers Trend shared for last 5 years

As per the talk of Sector rotation and new profit cycle by @chetan_tirthan - one sector which can see exponential growth is shipbuilding One way to play it through the smaller anciallries Here are companies with marketcap less than 15000crs and with exposure to the shipbuilding sector and why

We asked this screening query for hyper growth companies to our internal AI system Took a lot of computation, it ended up going through nearly ~2700 documents over 20 mins 🤯 Found these four companies Of course it might have missed some, but AI can be super useful!

You can track concalls live here tijoristack.ai/

Titan vs Lenskart - Who to trust Titan just mentioned in their concall that Eyewear market size is ~30k Crs right now, and ~45k Crs in 2030 Lenskart says eyewear market size is ~75k Crs now, and 1.5 Lac Crs in 2030. Their estimates for market size is basically 2.5X of Titan Who is correct? 🤔

A key threat to India's food delivery "cash machine" isn't competition, but generic GLP-1 drugs set for genericization in mid-2026, writes Bernstein. The target consumer for these drugs is the same "power user" profile that drives the food delivery business.

Azad Engineering - Capacity growth of 10x is now live, sales grew ~30% YoY , but shares are down after concall Management saying they are 'struggling to manage the growth' might be the reason

Urban Company's Business is not impacted by Competitors Action, but the core constituents of their business: "It is impacted by our own first principles view on what is right for the customer and what is right for the service professional" Management clearly has the on-ground understanding of their biz Credits to @Tijori1 for bringing concall transcripts just after the conference itself

📈 Hockey Stick Growth Incoming? When companies break into high-entry-barrier global industries, growth doesn’t come in quarters—it comes in waves. One such player just crossed that curve. • Years of brand-building • High-quality at competitive pricing • Global capacity crunch • And now, unmatched execution They invested ahead of the curve. Competitors didn’t. This is not just a good quarter. This is a multi-year inflection. Key Takeway : the bet is not just for the quarter neither growth is just only for this quarter - its a multi-year Also if you want to be ahead of the curve for conference calls @Tijori1's tool is must

Here is a sector pulse for the microfinance industry

This is good especially for people like me who are constantly traveling and like to read on-the-go whenever get time.