#Hydrogen (green & blue) is a ₹8.3L Cr investment theme, but it’s not just about electrolysers. The ecosystem’s hidden winners:
1️⃣ Heat Exchangers - Critical for hydrogen production & liquefaction.
2️⃣ Columns - Key in gas separation/purification.
3️⃣ Reactors/Vessels/ Reformers - Handle high-pressure reactions & storage.
#HydrogenEconomy ----🧵
1️⃣ Heat Exchangers - Critical for hydrogen production & liquefaction.
2️⃣ Columns - Key in gas separation/purification.
3️⃣ Reactors/Vessels/ Reformers - Handle high-pressure reactions & storage.
#HydrogenEconomy ----🧵
1/6
Blue Hydrogen Proxies: Heat Exchangers manufacturers
What are heat exchangers?
They are devices that transfer heat between two fluids at different temperatures. Used in:
• Power plants
• Chemical processing
• Food industries
• Automobile radiators
Contd..
Blue Hydrogen Proxies: Heat Exchangers manufacturers
What are heat exchangers?
They are devices that transfer heat between two fluids at different temperatures. Used in:
• Power plants
• Chemical processing
• Food industries
• Automobile radiators
Contd..
2/6
Types of heat exchangers:
• Shell & Tube
• Finned Tube
• Plate
But who makes them??🤔🤔
Contd. x.com
Types of heat exchangers:
• Shell & Tube
• Finned Tube
• Plate
But who makes them??🤔🤔
Contd. x.com
3/6
#Chemicals & Oil & Gas are major enduser industries !
End user industries wise segmentation for heat Exchangers are followings: x.com
#Chemicals & Oil & Gas are major enduser industries !
End user industries wise segmentation for heat Exchangers are followings: x.com
4/6
Hydrogen beneficiaries could be
#AnupEngineering
#Thermax
#UHT
#praj &
Alfalaval
Key players of heat exchanger industry with their respective specialisation ⤵️⤵️ x.com
Hydrogen beneficiaries could be
#AnupEngineering
#Thermax
#UHT
#praj &
Alfalaval
Key players of heat exchanger industry with their respective specialisation ⤵️⤵️ x.com
5/6
Anup Engineering could be a major winner !!
It specializes in critical process equipments.
Major clients:
refineries, petrochemicals, and power plants
Products: Shell & Tube Heat Exchangers, Helical Baffle designs, etc
Anup Engineering could be a major winner !!
It specializes in critical process equipments.
Major clients:
refineries, petrochemicals, and power plants
Products: Shell & Tube Heat Exchangers, Helical Baffle designs, etc
6/6
Management Leadership
Anup Engineering's management shows:
• Clear guidance: FY'25 revenue targets of ₹1,000 Cr and 25-30% growth.
• Strategic acquisitions like Mabel Engineers for synergy.
• Strategic CapEx: Investing in capacity building to meet demand.
• Commitment to "walking the talk."
Management Leadership
Anup Engineering's management shows:
• Clear guidance: FY'25 revenue targets of ₹1,000 Cr and 25-30% growth.
• Strategic acquisitions like Mabel Engineers for synergy.
• Strategic CapEx: Investing in capacity building to meet demand.
• Commitment to "walking the talk."
Bonus: Anup Engineering caters to diverse industries:
• Refineries
• Petrochemicals
• Fertilizers
• Power Generation
• Mining & Minerals
This diversification ensures growth & stability across market cycles.
🎥 Watch the 34-min deep dive: youtu.be
#Investing
End of 🧵
• Refineries
• Petrochemicals
• Fertilizers
• Power Generation
• Mining & Minerals
This diversification ensures growth & stability across market cycles.
🎥 Watch the 34-min deep dive: youtu.be
#Investing
End of 🧵
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