Ashish Kacholia-backed stocks reached an all-time high. Do you have this energy inventory in your portfolio?

admin July 21, 2025

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Ashish Kacholia-backed stocks reached an all-time high. Do you have this energy inventory in your portfolio?

The SmallCap Energy stock continued to rally on Monday, rising to a fresh 52-week high of Rs 2,350, marking a 13% intraday rally in BSE. The sharp upturn is behind strong order victory, industry headwinds and investor interest, including the names of Marquises such as Ashish Kacholia.

The stock has gained an astonishing 39% from its low of Rs 1,020 in March 2025, making it one of the outstanding performers in SmallCap Energy and infrastructure sectors.

Why stock rally?

1. Strong order book, strategic victory

As of May 2025, Advait Energy Transitions Ltd has a non-executive order of Rs 8 billion, with 66% of which comes from its Power Transmission Solutions (PTS) division and the rest comes from the New & Renewable Energy (NRE) project. This includes the famous victory in May only, worth Rs 2,655 crore, which includes customers like Power Grid Corporation.

2. Departmental headwinds of government policy

The government’s ambitious renewable energy target will integrate 500 GW of renewable energy capacity by 2030, directly benefiting players such as Advait. The CIRIL rating is estimated to be 26-27 for the Inter-Country Transmission System (ISTS) sector, which is estimated to exceed Rs 1 trillion, which was the expenditure in the previous two years.

This momentum translates into real business traction for EPC and infrastructure players related to renewable ecosystems.

3. Renewable energy and green hydrogen

Advait is no longer just a power transmission player. It has actively expanded to green energy:

300 MW green hydrogen production capacity under India’s PLI program
50 MW Battery Energy Storage System (BESS)
More than 200 MW of solar energy integration projects

This makes it a diversified and future bet for the clean energy transition.

Market buzz

Investor sentiment has also been lifted from the revelation, namely Ace investor Ashish Kacholia holds a 2.67% stake (288,185 shares as of March 2025). While the equity model is awaiting the June quarter, the presence of such high-conviction investors will often attract wider market attention with a small name.

Industry prospects

According to Motilal Oswal Financial Services, India’s cable and wire exports have a CAGR of 19% in fiscal 20-25, with strong demand in its global markets such as the United States, Europe and the Middle East.

The shift to low-voltage cables (LMV/MV) to renewable integration, as well as product-level certification for global markets, is creating a structural long-term demand story for Indian manufacturers.