srini @coherentdata

Multi-source stock analysis. CA, MBA. 25 plus years in investing Joined March 2017

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srini @coherentdata

9 hours ago

Green hydrogen large-scale project breakthroughs: NTPC invited global partners for a 7 GW hydrogen hub, while new port-based hubs and operational projects like hydrogen buses and green ammonia supply signal growing commercialization.

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srini @coherentdata

3 days ago

With 50% revenue from international markets, 100X growth stories, and backing from Fortune 500 companies, Tamil Nadu is racing toward its Top 20 Global Startup Hub vision!

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srini @coherentdata

3 days ago

China AI : Data centers are becoming “distressed assets”. Utilisation could be as low as 20–30%, so the government is now figuring out ways to get them to sell “surplus computing” via a state-run (of course) grid-like network.

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srini @coherentdata

4 days ago

Global-scale data center launches: Equinix unveiled a $69M AI-ready data center in Chennai, while OpenAI is considering a multi-gigawatt facility, solidifying India as a digital infrastructure hub.

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srini @coherentdata

5 days ago

Defense industry expansion accelerates: MIDHANI supplies for Su-57 jets, L&T and BEL partner on AMCA fighter, Tata opens Morocco plant, and private sector projects 16–18% growth driven by exports and self-reliance.

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srini @coherentdata

6 days ago

EMS sector surge: Explosive domestic and export growth fueled by the China+1 strategy, PLI incentives, and capacity expansions from major OEMs—projected CAGR of 32% to $70B by FY27.

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srini @coherentdata

7 days ago

Hotel Sector: Broadened geographic focus - Major chains expanded into tier-2 and tier-3 cities, diversifying portfolios and tapping new consumer bases with over 106 signings (13,398 keys).

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srini @coherentdata

a week ago

Water Treatment :Industry growth and expos - The sector is projected to reach ₹2.73B in 2025 (+10% CAGR), with major expos like India Water Show and Water Expo Kochi set to introduce new technologies and foster strategic partnerships.

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srini @coherentdata

a week ago

Renewables focus on growth areas: The sector spotlights solar, wind, BESS, green hydrogen, and grid integration, supporting India’s ambitious 2030 goal of 450 GW renewable capacity.

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srini @coherentdata

a week ago

Rapid data center growth: India’s data center capacity will expand by 66% by 2026, with large sustainable parks and carbon-free facilities under construction in Mumbai and Hyderabad.

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srini @coherentdata

2 weeks ago

Government incentives boost: ₹15 billion initiative targets critical minerals like lithium and cobalt through subsidies and production incentives to expand domestic recycling, especially for batteries

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srini @coherentdata

2 weeks ago

Defence procurement reforms: Defence Ministry's DPM 2025 modernizes acquisition, streamlines processes, and supports 'Make in India,' encouraging R&D and competitive bidding.

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srini @coherentdata

2 weeks ago

Semiconductor breakthroughs: India is set for commercial chip production by end-2025, with $18 billion in strategic project approvals and innovations like ISRO’s Vikram processor.

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srini @coherentdata

2 weeks ago

Hotel Sector : Record occupancy and revenue: Hotel occupancy and average daily rates are set for decade-highs in FY25, with revenues expected to rise 7–9%, driven by domestic travel, events, and new infrastructure.

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srini @coherentdata

2 weeks ago

India hosted its first Green Hydrogen R&D Conference in Sept 2025, unveiling a ₹100 crore startup fund and spotlighting new technology pilots.

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srini @coherentdata

2 weeks ago

Large infrastructure orders: Key wins include L&T’s EPC contract for Rajasthan’s rural water network and VA TECH WABAG’s ₹340 crore GAIL project, expanding rural and industrial water access and efficiency.

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srini @coherentdata

2 weeks ago

EV sector: New fiscal incentives for rare earth magnets and an extended PM E-Drive scheme, plus strong investment via PLI, are driving local manufacturing, technology adoption, and supply chain resilience.

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srini @coherentdata

2 weeks ago

August–September 2025 saw renewable energy investments up 45% YoY to $1.235B, with key deals by Acme Hybrid Urja and Juniper Green Energy driving capital inflow.

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srini @coherentdata

3 weeks ago

Recycling: New government mandates on construction waste recycling and expanding EPR rules, plus major investments in waste-to-energy projects, indicate significant sector growth.

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srini @coherentdata

3 weeks ago

Semiconductor surge: Four new projects approved, pushing total to 10 under India Semiconductor Mission with ₹1.6 trillion committed—domestic chip production expected by end 2025.