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@raghavwadhwa Avatar @raghavwadhwa Raghav Wadhwa

Raghav Wadhwa is associated with Quant Mutual Fund. Recently, Quant Mutual Fund's hybrid long-short fund, managed by Mr. Sandeep Tandon, has been in the news. The fund dynamically manages long, short, and debt exposures using Quant's proprietary VLRT framework to generate consistent risk-adjusted returns.

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Social Influence

Social category influence finance countries stocks automotive brands exchanges #4608 technology brands agencies currencies travel destinations social networks

Social topic influence india, nav #61, bank, suzuki #928, $7269t #928, strong, longterm #308, market cap #622, nasdaq #515, business

Top accounts mentioned or mentioned by @raghavwadhwagt @luckyinvestak @luckyinvestark @vijaykedia1 @curious_bandaa @smallcasehq @raghavwadh @flipkart @chartitude @porinju @sunilbsinghania @lickyinvestark @madhusudankela @hvgoenka @raamdeo @madhavraj741012 @pickrightin @anandmahindra @flipkarts @walmartinc

Top assets mentioned PepsiCo, Inc. (PEP) BlackRock Inc (BLK) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Costco Wholesale Corporation (COST) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last XX hours

"✍Investments/ Developments 🔸JSW Steel and JFE Steel will invest 5845 crore to expand CRGO steel capacity to XXX lakh TPA by FY28 scaling Nashik to XXX lakh TPA and Vijayanagar to X lakh TPA"
X Link 2025-12-04T12:43Z 99.3K followers, 2200 engagements

"🔸Tata Steel signed an MoU with Australias InQuik Group to bring modular prefabricated steel bridge technology to India for faster and climate-resilient infrastructure. 🔸NALCO produced 39859 MT and sold 37178 MT of aluminium in July 2025"
X Link 2025-12-04T12:43Z 99.3K followers, 2180 engagements

"📌Recently the Cabinet cleared a Rs 1500-Crore Incentive Scheme in Push for Rare Earth Critical Minerals"
X Link 2025-12-04T12:43Z 99.3K followers, 2018 engagements

"Here are some listed mining companies and their capex expansions and acquisitions. ✍Indian Metals & Ferro Alloys Ltd: 🔸Major Acquisition Capacity Boost: Acquired Tata Steels Kalinganagar ferrochrome unit adding 150000 TPA (4 furnaces ready + X under construction) for XXX Cr taking IMFAs total capacity beyond 500000 TPA making it Indias largest producer"
X Link 2025-12-04T12:43Z 99.3K followers, 2027 engagements

"🔶Maharashtra Scooters Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XXX Cr"
X Link 2025-10-30T11:12Z 99.2K followers, 13.7K engagements

"🔶Sun Pharmaceutical Industries Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: XX Cr"
X Link 2025-10-30T11:12Z 99.2K followers, 13.3K engagements

"💰 X Mutual Funds that did not participate in the Lenskart Anchor Book 💰Recent additions made by these funds A Thread.🧵👇"
X Link 2025-11-01T10:29Z 99.2K followers, 18.2K engagements

"🔶Investment Allocation & Strategy Portfolio Mix 🔹87.14% in domestic equities 🔸Large Cap: XXXXX% 🔸Mid Cap: XXXX% 🔸Small Cap: XXXX% 🔸Debt: XXXX% (including Government securities) 🔹Remaining in cash & other instruments"
X Link 2025-11-15T10:49Z 99.2K followers, XXX engagements

"🔶Top XX Holdings 🔹 ICICI Bank Ltd. 🔹 HDFC Bank Ltd. 🔹 Axis Bank Ltd. 🔹 State Bank of India 🔹 SBI Life Insurance Co Ltd. 🔹 Kotak Mahindra Bank Ltd. 🔹 Maruti Suzuki India Ltd. 🔹 Cipla Ltd. 🔹 HCL Technologies Limited 🔹 Bharti Airtel Ltd"
X Link 2025-11-15T10:49Z 99.2K followers, XXX engagements

"🌟India Oncology Market A Strong Multi-Year Growth Cycle Commerce Minister Piyush Goyal has called for India to scale up medical tourism noting that the countrys current global share is still minuscule. Indias oncology drugs market is set to rise from $XXX bn (2022) to $XXXX bn (2030) at 1415% CAGR. A Thread.🧵👇"
X Link 2025-11-17T11:20Z 99.2K followers, 14.6K engagements

"✍Quant Small Cap Fund 🔶Reliance Industries Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 29067.8 Mn 🔶Adani Power Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 9539 Mn"
X Link 2025-11-18T11:51Z 99.3K followers, 1970 engagements

"🔶Jio Financial Services Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 18558.2 Mn 🔶RBL Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 12371.7 Mn 🔶Aegis Logistics Ltd: 🔹Deduction: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 9890 Mn"
X Link 2025-11-18T11:51Z 99.3K followers, 1983 engagements

"🔶Fabino Enterprises 🔹Fabvita Malt Protein malt-based protein health drink 🔹Other generic protein powder SKUs in its wellness portfolio"
X Link 2025-11-26T08:49Z 99.3K followers, XXX engagements

"🔶Marico Ltd 🔹Saffola Fittify Gourmet / Saffola Fittify 🔹Hi-Protein Slim Meal Shakes 🔹Hi-Protein Meal Soups and other hi-protein variants 🔶Zydus Lifesciences 🔹GRD protein range GRD GRD Smart GRD Superior GRD Sugarfree GRD Bix and related protein drinks"
X Link 2025-11-26T08:49Z 99.3K followers, XXX engagements

"🏭Nuclear Power Sector To Open For Private Players Soon: PM Modi 🏭India plans to expand its nuclear capacity to XXX GW by 2047 a more than 10x jump from the present XXX GW. 🏭Key listed players may benefit from this A Detailed Thread.🧵👇"
X Link 2025-11-28T10:54Z 99.3K followers, 66.4K engagements

"📌With electricity consumption growing above X% annually frequent peak shortages climate commitments and the need to reduce reliance on coal and fuel imports nuclear has become essential for long-term energy security"
X Link 2025-11-28T10:54Z 99.3K followers, 6509 engagements

"✍Some key listed players are likely to benefit: 🔹Reliance Industries 🔹Adani Power 🔹Tata Power 🔹JSW Energy 🔹Jindal Steel & Power 🔹Azad Engineering Ltd 🔹Hindalco Industries 🔹Larsen & Toubro 🔹BHEL 🔹Kilburn Engineering Ltd 🔹Bharat Heavy Electricals Ltd 🔹NTPC Ltd 🔹Walchandnagar Industries 🔹Hindustan Construction Company 🔹Power Mech Projects 🔹MTAR Technologies"
X Link 2025-11-28T10:54Z 99.3K followers, 8095 engagements

"🔹Mcap: 120098.40 Cr 🔹ROCE: XXXXX% 🔹ROE: XXXXX% 🔹Sales Growth X years: XXXXX% 🔹Down from 52w high: 25.52%"
X Link 2025-11-29T12:00Z 99.3K followers, 4045 engagements

"🔟Varun Beverages Ltd One of the largest bottlers for PepsiCo manufacturing and distributing beverages across multiple countries"
X Link 2025-11-29T12:00Z 99.3K followers, 4052 engagements

"🔶Gujrat Pipavav Port Ltd 🔹Market Cap: 8731.98 Cr 🔹Dividend Yield: XXXX% 🔹Dividend Payout: XXXXX% 🔹Sales Growth X years: XXXXX% 🔹Profit growth X years: 26.68%"
X Link 2025-12-01T12:33Z 99.3K followers, 2467 engagements

"🔶NMDC Ltd 🔹Market Cap: 66272.38 Cr 🔹Dividend Yield: XXXX% 🔹Dividend Payout: XXXXX% 🔹Sales Growth X years: -XXXX% 🔹Profit growth X years: -11.48%"
X Link 2025-12-01T12:33Z 99.3K followers, 2453 engagements

"🏦Parag Parikh Flexi Cap Fund Vs Helios Flexi Cap Fund A detailed comparison of two Flexi Cap funds their philosophy performance and sectoral preferences. 🧵👇"
X Link 2025-12-02T09:41Z 99.3K followers, 84.5K engagements

"🔹 High Conviction: Concentrated actively managed portfolio with decisive entries & exits. 🔹 PMS-Style Approach: Reflects Helios Capitals hedge fund/PMS expertise with deep research and active positioning"
X Link 2025-12-02T09:41Z 99.3K followers, 7297 engagements

"3Fund Managers: 🔶Parag Parikh 🔹May XX 2013 Launched. 🔹Rajeev Thakkar (Equity Fund Manager since inception). 🔹Raunak Onkar (manages overseas equity since inception)"
X Link 2025-12-02T09:41Z 99.3K followers, 7025 engagements

"8Risk Ratios (as of October XX 2025) 📌PPFCF: lower volatility + higher alpha - better risk-adjusted performance. 📌Helios being a newer fund doesnt yet have a 3-year track record for these metrics"
X Link 2025-12-02T09:41Z 99.3K followers, 4576 engagements

"9Top Recent Additions to the Parag Parikh Flexi Cap Funds Portfolio: 🔹Power Grid Corporation of India Ltd 🔹ITC Ltd 🔹Kotak Mahindra Bank Ltd 🔹Bharti Airtel Ltd 🔹Axis Bank Ltd"
X Link 2025-12-02T09:41Z 99.3K followers, 4317 engagements

"🔶NASDAQ XXX Index Quick Overview The NASDAQ XXX consists of XXX non-financial U.S. and global companies heavily tilted toward technology and innovation. Key features: 🔹64% weight in IT & Communications 🔹Covers XX% of the U.S. market cap 🔹Rebalanced quarterly"
X Link 2025-12-03T08:27Z 99.3K followers, 4916 engagements

"🔹High-growth innovation-led companies 🔹Includes top global leaders like Apple Microsoft Amazon Alphabet Tesla Meta Broadcom Nvidia Costco and PepsiCo. 🔹NASDAQ XXX is essentially more aggressive and tech-heavy compared to the balanced structure of S&P 500"
X Link 2025-12-03T08:27Z 99.3K followers, 4700 engagements

"✍Why are investors excited about U.S. exposure 🔶Global dominance 🔹The U.S. remains the worlds most influential equity market and its major indices dominate global market capitalization. 🔹The S&P XXX alone accounts for XX% of the worlds total equity market cap"
X Link 2025-12-03T08:27Z 99.3K followers, 4266 engagements

"✍S&P XXX vs NASDAQ 100"
X Link 2025-12-03T08:27Z 99.3K followers, 2992 engagements

"✍Who is this fund really for From the way it is designed this fund suits: 🔹Indian residents who want a meaningful allocation to U.S. equities in USD. 🔹Investors with a long-term horizon (510+ years) seeking both equity growth and currency diversification. 🔹Those who prefer a rules-based index exposure rather than active U.S. stock picking. 🔹High-ticket investors given the minimum USD 5000 starting investment who are comfortable with global allocation as a part of their overall portfolio"
X Link 2025-12-03T08:27Z 99.3K followers, 3075 engagements

"From 2008 Top Nifty50 is up XXX% and Smallcap is up XXX% From 2018 Top Nifty is up XXX% and Smallcap is up XXX% From Dec 2024 Top Nifty is up XXX% and Smallcap is down XX% Takeaways: 🔸Smallcaps outperform only in the mid-phase of a bull market 🔸At the extremes of a cycle (tops) they peak late but correct deeper 🔸Post-top the leadership always moves back to largecaps"
X Link 2025-12-05T10:23Z 99.3K followers, 27.6K engagements

"✍Top X Small-Cap Mutual Funds by 2-Year Returns: 🔸Bandhan Small Cap Fund: 🔹AUM: 17380.29 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XX 🔹Expense Ratio: 1.64%"
X Link 2025-12-06T08:01Z 99.3K followers, 3289 engagements

"🔸Invesco India Smallcap Fund: 🔹AUM: 8720.48 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: XXXX% 🔸Quant Small Cap Fund: 🔹AUM: 30504.39 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: 0.71%"
X Link 2025-12-06T08:01Z 99.3K followers, 3164 engagements

"✍Top X Mid-Cap Mutual Funds by 2-Year Returns: 🔸Invesco India Mid Cap Fund: 🔹AUM: 9319.87 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: 1.73%"
X Link 2025-12-06T08:01Z 99.3K followers, 2898 engagements

"🔸Nippon India Large Cap Fund: 🔹AUM: 48870.6 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: XXXX% 🔸Invesco India Largecap Fund: 🔹AUM: 1686.04 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: 2.02%"
X Link 2025-12-06T08:01Z 99.3K followers, 2300 engagements

"✍Top X Flexi Cap Mutual Funds by 2-Year Returns: 🔸Motilal Oswal Flexi Cap Fund: 🔹AUM: 14319.21 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: 1.71%"
X Link 2025-12-06T08:01Z 99.3K followers, 2251 engagements

"🔸HDFC Flexi Cap Fund: 🔹AUM: 91041.0 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: 2083.63 🔹Expense Ratio: XXXX% 🔸Helios Flexi Cap Fund: 🔹AUM: 4936.69 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: 1.83%"
X Link 2025-12-06T08:01Z 99.3K followers, 2244 engagements

"🔸Invesco India Flexi Cap Fund: 🔹AUM: 4380.43 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: XXXX% 🔸Parag Parikh Flexi Cap Fund: 🔹AUM: 125799.64 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: 1.28%"
X Link 2025-12-06T08:02Z 99.3K followers, 2096 engagements

"✍Why Nirmal Bang Is Bullish on Defence 🔶Strong Financial Performance Across the Board 🔸Across its coverage universe defence companies posted XX% revenue growth XX% EBITDA growth and XX% PAT growth beating Nirmal Bangs expectations"
X Link 2025-12-06T11:29Z 99.3K followers, 2222 engagements

"✍Clients: 🔸The Co. served XXX customers in FY25 including all top X PV OEMs and all top X CT OEMs in India. Named customers in the document include Maruti Suzuki Tata Motors Mahindra & Mahindra Hyundai Ashok Leyland etc. The Top XX customers account for XX% of the revenue"
X Link 2025-12-08T07:43Z 99.3K followers, 1478 engagements

"🔷FY25 VAR mix by customer concentration: 🔸Top customer: XXXX% 🔸Customers 25: XXXX% 🔸Customers 610: XXXX% 🔸Others: 19.7%"
X Link 2025-12-08T07:43Z 99.3K followers, 1553 engagements

"✍Shareholding Pattern: 🔹Promoters: XXXXX% 🔹FIIs: XXXX% 🔹DIIs: XXXX% 🔹Public: 11.24%"
X Link 2025-12-08T07:49Z 99.3K followers, XXX engagements

"👉Companies : 🔶Maruti Suzuki India Ltd: 🔹 Maruti Suzukis Nexa channel now contributes XX% of domestic sales (FY25) driven by models like Grand Vitara and Jimny"
X Link 2025-07-29T13:24Z 99.3K followers, 1007 engagements

"🔟Top Recent Additions to the Parag Parikh Flexi Cap Funds Portfolio 🔹HDFC Bank Ltd 🔹Power Grid Corporation of India Ltd 🔹Kotak Mahindra Bank Ltd 🔹Maruti Suzuki India Ltd 🔹Mahindra & Mahindra Ltd 🔹Axis Bank Ltd 🔹Cipla Ltd 🔹Indian Energy Exchange Ltd 🔹Zydus Wellness Ltd 🔹Multi-Commodity Exchange Of India Ltd"
X Link 2025-11-05T11:02Z 99.3K followers, 5215 engagements

"11Top Recent Additions to the Invesco India Flexi Cap Fund Portfolio 🔹Eternal Ltd 🔹InterGlobe Aviation Ltd 🔹Cholamandalam Investment & Finance Co. Ltd 🔹Max Healthcare Institute Ltd 🔹Sai Life Sciences Ltd 🔹Bajaj Finance Ltd 🔹HDFC Asset Management Co. Ltd 🔹Coforge Ltd 🔹Maruti Suzuki India Ltd 🔹Hexaware Technologies Ltd 🔹Swiggy Ltd"
X Link 2025-11-05T11:02Z 99.3K followers, 7296 engagements

"💰JioBlackRock introduces AI-Powered Investing to India's Mutual Fund space A simple breakdown of JioBlackRock Flexi Cap Fund 🧵👇"
X Link 2025-11-06T12:21Z 99.3K followers, 28.6K engagements

"🔶Jio Financial Services Ltd (JFS) and BlackRock Financial Management Inc. have partnered to form Jio BlackRock Asset Management Pvt. Ltd. a 50:50 joint venture aimed at reshaping Indias asset management landscape"
X Link 2025-11-06T12:21Z 99.3K followers, 2804 engagements

"💰High Dividend Paying Companies 💰Build a Passive Income with Dividends A thread of XX high dividend stocks and the filteration crieteria used 🧵👇"
X Link 2025-12-01T12:33Z 99.3K followers, 29.2K engagements

"🔹HCL Technologies Ltd 🔹Reliance Industries Ltd 🔹Multi-Commodity Exchange Of India Ltd 🔹EID-Parry (India) Ltd 🔹Bajaj Finance Ltd"
X Link 2025-12-02T09:41Z 99.3K followers, 4173 engagements

"🔟Top Recent Additions to the Helios Flexi Cap Funds Portfolio: 🔹ICICI Bank Ltd 🔹One XX Communications Ltd 🔹Bharti Airtel Ltd 🔹Hindustan Petroleum Corporation Ltd 🔹Bharat Electronics Ltd 🔹Cartrade Tech Ltd"
X Link 2025-12-02T09:41Z 99.3K followers, 4244 engagements

"✨Indias Metals & Mining Sector: Strong Production Rising Demand and New Government Push for Critical Minerals ✨7 Mining companies are boosting capacity expanding resources and building strategic partnerships. A Thread.🧵👇"
X Link 2025-12-04T12:43Z 99.3K followers, 25.2K engagements

"🔹Indias mining and steel sectors are critical to its industrial ecosystem offering vast opportunities for growth and innovation. With the government's push for self-reliance and green steel initiatives India is setting the stage for a dynamic future in global steel production"
X Link 2025-12-04T12:43Z 99.3K followers, 2165 engagements

"✈ Aequs Ltd: The only manufacturer of high-precision high-complexity components for global aviation OEMs and Tier-1 suppliers. A detailed company analysis 🧵👇"
X Link 2025-12-05T09:49Z 99.3K followers, 39.7K engagements

"✍Revenue Bifurcation: FY25: 🔶Business Segment Wise: 🔸Aerospace Segment: XX% 🔸Consumer Segment: XX% 🔶Geographically Wise: 🔸United States of America: XXXX% 🔸France: XXXX% 🔸India: XXXX% 🔸United Kingdom: XX% 🔸Hong Kong: XXX% 🔸Germany: X% 🔸Sweden: X% 🔸Others: 5%"
X Link 2025-12-05T09:49Z 99.3K followers, 1589 engagements

"✍Clients 🔸The company has deep long-term relationships with major aerospace OEMs like Airbus Boeing Collins Spirit and Safran along with top consumer brands such as Hasbro Spinmaster Wonderchef and Tramontina. Its top five customer groups accounted for XXXX% of revenue in H1 FY26"
X Link 2025-12-05T09:49Z 99.3K followers, 1523 engagements

"🔸Consumer engineering and toys businesses are expected to scale as India pushes for import substitution. 🔸The company is expanding into components for portable computers and smart devices leveraging PLI schemes and Indias growing EMS ecosystem"
X Link 2025-12-05T09:50Z 99.3K followers, XXX engagements

"🔸Operating leverage is likely to improve as utilisation increases across clusters. 🔸Foray into plastics cookware and extrusion widens addressable markets and improves margin profile over time"
X Link 2025-12-05T09:50Z 99.3K followers, XXX engagements

"📊 Top-Performing Mutual Funds in the Last X Years Smallcap Midcap Largecap Flexicap A Thread.🧵👇"
X Link 2025-12-06T08:01Z 99.3K followers, 30.9K engagements

"🔸Nippon India Small Cap Fund: 🔹AUM: 68969.15 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: XXXX% 🔸Axis Small Cap Fund: 🔹AUM: 27065.84 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: 1.59%"
X Link 2025-12-06T08:01Z 99.3K followers, 3089 engagements

"🔸Motilal Oswal Midcap Fund: 🔹AUM: 37500.86 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: XXXX% 🔸Edelweiss Mid Cap Fund: 🔹AUM: 12646.93 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXXX 🔹Expense Ratio: 1.68%"
X Link 2025-12-06T08:01Z 99.3K followers, 2868 engagements

"🔸WhiteOak Capital Mid Cap Fund: 🔹AUM: 4075.13 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: XXXX% 🔸ICICI Prudential Mid Cap Fund: 🔹AUM: 6963.67 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: 1.86%"
X Link 2025-12-06T08:01Z 99.3K followers, 2693 engagements

"✍Top X Large-Cap Mutual Funds by 2-Year Returns: 🔸WhiteOak Capital Large Cap Fund: 🔹AUM: 1103.81 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: 2.15%"
X Link 2025-12-06T08:01Z 99.3K followers, 2527 engagements

"🔸ICICI Prudential Large Cap Fund: 🔹AUM: 75863.08 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: XXXX% 🔸Bandhan Large Cap Fund: 🔹AUM: 2016.94 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: 2.02%"
X Link 2025-12-06T08:01Z 99.3K followers, 2428 engagements

"✍Defence sector: 🔸Indias defence sector continues its remarkable multi-year expansion driven by unprecedented government spending indigenisation mandates and rising export capabilities. In its 2QFY26 Defence Sector Result Review Nirmal Bang Institutional Equities has reiterated a bullish stance on the sector"
X Link 2025-12-06T11:29Z 99.3K followers, 2298 engagements

"✍Revenue Bifurcation In FY25: 🔷Division-wise: 🔸Clean Air & Powertrain Solutions: VAR: XXXX% 🔸Advanced Ride Technologies: XXXX% 🔷Industry-wise Revenue Bifurcation: 🔸PV: XXXX% 🔸CV: XXXX% 🔸Industrial/Others: X% 🔸Aftermarket: XXX% 🔸Others: XXX% 🔷By Geography: 🔸Domestic: XX% 🔸Exports: 7%"
X Link 2025-12-08T07:43Z 99.3K followers, 1652 engagements

"🔸Customer relationships are long-standing ranging from XX to XX years with key OEMs reflecting strong trust high switching costs and integrated development cycles. 🔸Revenue is well diversified no single customer contributes more than XX% of VAR"
X Link 2025-12-08T07:43Z 99.3K followers, 1341 engagements

"✍Listed Peers: 🔹Bosch Ltd 🔹Timken India Ltd 🔹SKF India Ltd 🔹ZF Commercial Vehicle Control System India Ltd 🔹Sharda Motor Industries Ltd 🔹Gabriel India Ltd 🔹Uno Minda Ltd 🔹Sona BLW Precision Forgings Ltd"
X Link 2025-12-08T07:49Z 99.3K followers, XXX engagements

"🌟Mr. Vijay Kishanlal Kedia 🔹Holding stake: XXX% 🔹Holding value: XX Cr. 🌟Mr. Mukul Aggarwal 🔹Holding stake: XXX% 🔹Holding value: XX Cr"
X Link 2025-12-09T08:34Z 99.3K followers, 3927 engagements

"⚡Ashikas Manufacturing Conference 2025 Post-Conference Insights What investors asked the management of these companies A Detailed Thread .🧵👇"
X Link 2025-12-10T07:54Z 99.3K followers, 13.3K engagements

"1 Kaynes Technology India Q1. Are current EBITDA margins sustainable once smart-meter revenues taper off 🔹Yes. Management guided long-term consolidated EBITDA margins of XX% driven by high-margin verticals such as PCB fabrication (with an EBITDA margin of around 50%) OSAT and an increasing contribution from railways Kavach systems electronic interlocking and aerospace electronics. Smart meters will no longer be margin drivers; the new tech-led verticals will"
X Link 2025-12-10T07:54Z 99.3K followers, 1226 engagements

"Q4. Can EBITDA margins remain above XX% 🔹Yes. Backward integration into magnet wire and a higher share of premium products such as STATCOM reactors will keep margins elevated"
X Link 2025-12-10T07:54Z 99.3K followers, XXX engagements

"Q4. Can margins expand as products grow 🔹Yes. Product-led business can deliver significantly higher EBITDA margins compared to a service-led engineering"
X Link 2025-12-10T07:57Z 99.3K followers, XXX engagements

"🧑🔧BlackRock and Goldman Sachs featured in the anchor allotment of this newly listed small-cap company. 🧑🔧 A subsidiary of the US-based Company one of the worlds largest auto component manufacturers. To know the company click on this thread 🧵👇"
X Link 2025-12-08T07:43Z 99.3K followers, 36.5K engagements

"✍Elecon Engineering Company Ltd: The company manufactures and sells power transmission and material handling equipment in India and internationally. In addition it engages in the steel and non-ferrous foundry business"
X Link 2025-12-09T08:34Z 99.3K followers, 3807 engagements

"Q5. When will the new Sangli capacity start contributing meaningfully 🔹Commercial volumes begin in June 2026 with tangible revenue from 2Q FY27"
X Link 2025-12-10T07:55Z 99.3K followers, XXX engagements

"✈Indian Aviation Industry: Demand Improving but Fuel and Forex Limit Upside Decoding JP MORGANs Report.🧵👇"
X Link 2025-12-11T08:04Z 99.3K followers, 1775 engagements

"✨Parag Parikh (PPFAS) launches two new global passive funds from GIFT City: X Parag Parikh IFSC S&P XXX Fund of Fund X Parag Parikh IFSC NASDAQ XXX Fund of Fund Everything You Need to Know.🧵👇"
X Link 2025-12-03T08:27Z 99.3K followers, 136.6K engagements

"7Centum Electronics Ltd: Q1. Why are overseas subsidiaries dragging profitability 🔹These subsidiaries face order delays and utilisation issues. Centum is restructuring them with the expectation that domestic business will offset weakness until the turnaround occurs"
X Link 2025-12-10T07:57Z 99.3K followers, XXX engagements

"🔹This segment continues to be the main contributor to overall ASK growth with healthier yield prospects compared to domestic operations. The increasing share of long-haul flying however softens blended yields for airlines expanding internationally"
X Link 2025-12-11T08:04Z 99.3K followers, XX engagements

"4Traffic Trends & Market Share: Domestic vs International 🔶Domestic Traffic: 🔹October passenger traffic rebounded with XXX% YoY growth reversing the contraction seen in Q2"
X Link 2025-12-11T08:04Z 99.3K followers, XX engagements

"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only"
X Link 2025-12-11T08:05Z 99.3K followers, XXX engagements

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X Link 2025-12-11T08:05Z 99.3K followers, XXX engagements