PTC is mentioned as a raw material company within the Indian aerospace landscape.
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Small parts. Big opportunity for Indian stocks.
Sep 13, 2026
The creator discusses historical market regimes in India, from the TMT boom of the late 90s to real estate and infrastructure booms in the early 2000s, followed by a period of recovery and then a mid-to-small cap boom driven by consumer and financial companies. More recently, the market has shifted towards new-age manufacturing and consumption, with sectors like cables, transformers, railways, steel, data centers, and semiconductors showing promise. The current regime, lasting potentially for the next 4-5 years, is characterized by countries becoming self-independent.
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Expleo is mentioned as a company involved in precision aerostructures within the Indian aerospace sector.
Ather is recommended for study among OEMs in the EV space due to its growth trajectory.
Lla is mentioned as a company in cell manufacturing within the EV value chain.
Aeroflex is mentioned for making skids systems, which are a type of spooled solution for cooling in data centers.
Venus Pipes is mentioned for a potential MOU related to creating spools for cooling solutions in data centers.
TD Power Systems is mentioned as an Indian company exporting power solutions, potentially related to data centers.
KR Hydro-Pneumatics (KR Heat Exchanger) is highlighted for its growth potential in cooling solutions for data centers, with expectations of significant growth.
Nvidia is mentioned as a US-based company that makes GPUs for AI computing.
Vertiv is mentioned as a company that works in cooling solutions for data centers, part of the broader data center capex boom.
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