# semiconductor earnings — X 热门讨论 (2026-09-28 16:57 UTC)
## @TheAlpha10X (TheAlpha10X) · 09-28 15:34 · ♥30 ↻3 💬3 India ALUMINIUM EXTRUSION Boom 💥
A 75000 Cr industry targeting 10 percent annual growth ⚡
5 Potential Beneficiary Stocks 🔥
Century Extrusions Maan Aluminium MMP Industries Manaksia Aluminium Arfin India
✅WHY THIS SECTOR CAN GROW❓
Solar and renewable energy
Power transmission and electrification
Data centres
EVs and battery components
Defence and aerospace
Railways and transportation
Construction and infrastructure
Semiconductor manufacturing
India has around 3.5 MTPA installed extrusion capacity while production is only around 1.4 to 1.5 MTPA
This leaves significant room for capacity utilisation and volume growth
The bigger opportunity could be value added aluminium profiles rather than simply higher aluminium prices
Demand growth plus higher utilisation plus value added products could drive strong earnings growth
✅Risks:
Raw material costs Energy costs Working capital Imports https://x.com/TheAlpha10X/status/2104595570988122374