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@ravindraCurious Avatar @ravindraCurious TheCuriousCapitalist

TheCuriousCapitalist posts on X about strong, business, agi, longterm the most. They currently have XXX followers and 1164 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence finance countries stocks fashion brands

Social topic influence strong, business, agi, longterm #710, india, acquisition, ena #409, future, hul, ocean

Top accounts mentioned or mentioned by @adityadshah @sabarisec @siddymeh @thebigbulldeals @namostutey @connectgurmeet @weekendinvestng @sunilgurjar01 @yourshami @334share @ashuhirulkar @soicfinance @662share @invesyscapital @gaurav7887 @logicaltraderr @rajansmart @healthzwealth @niveyshak @nithin0dha

Top assets mentioned Mastercard, Inc. (MA)

Top Social Posts

Top posts by engagements in the last XX hours

"BCL Industries Ltd is a fully integrated agroprocessing & distillery company operating in Grain-based ethanol ENA (Extra Neutral Alcohol) Biodiesel Edible oil (phasing out) Power (biomass+boilers) It serves top clients like Pernod Ricard ABD Amrut Mohan Meakin"
X Link 2025-12-10T15:51Z XXX followers, XX engagements

"Breakdown of Quarterly Growth For Q2FY26 (Sep-25): Sales up XX% YoY (270 XXX Cr) Net Profit up XX% YoY (34 XX Cr) Sales up XX% QoQ Profit up XX% QoQ Interpretation: Momentum is improving sequentially strong execution quarter"
X Link 2025-11-30T06:45Z XXX followers, XX engagements

"Mega Solar Cell Procurement Nov 2025 announcement: GK Energy signed a definitive agreement to procure XXX MW of solar PV cells: XXX MW Mono PERC XXX MW TOPCon Delivery timeline: till March 2027 This secures raw material for future EPC execution"
X Link 2025-11-30T06:45Z XXX followers, XX engagements

"🧵 AGI Greenpac Ltd Deep-Dive"
X Link 2025-12-08T13:39Z XXX followers, XX engagements

"AGI Greenpac Ltd is one of Indias leading packaging companies manufacturing glass containers specialty glass PET bottles and security caps & closures for marquee clients like Coca-Cola Dabur HUL Kingfisher Dr. Reddys and more. Now entering high-growth aluminium cans"
X Link 2025-12-08T13:39Z XXX followers, XX engagements

"A new investor should note that AGI is in a sector where capacity expansion = future growth. The more tonnes-per-day glass capacity the company builds the more revenue it can generate. AGIs utilization is already XX% meaning demand is strong and new capacity is essential"
X Link 2025-12-08T13:39Z XXX followers, XX engagements

"Financial Performance Snapshot Q2 FY26 Sales: XXX cr up from XXX cr YoY Q2 FY26 PAT: XX cr up from XX cr YoY Q1 FY26 Sales: XXX cr (+21% YoY) PAT XX cr (+41%) AGI has delivered consistent profitability with NPM around 1014% across recent periods"
X Link 2025-12-08T13:39Z XXX followers, XX engagements

"Client Strength = Revenue Stability AGI serves 500+ institutional clients including: Coca-Cola Bacardi HUL Dr. Reddy Kingfisher Glenmark. Many are repeat long-term clientsthis provides recurring revenue visibility and higher utilization"
X Link 2025-12-08T13:39Z XXX followers, XX engagements

"🧵 Senco Gold Ltd Deep-Dive"
X Link 2025-12-08T14:29Z XXX followers, XXX engagements

"Shriram Pistons& Rings: Corporate Update: Strategic Diversification via Major Acquisition Deal Overview: Shriram Pistons& Rings has signed a definitive agreement to acquire XXX% stake in three automotive interior entities from Grupo Antolin for an Enterprise Value of 1670 Cr. Target Companies: Antolin Lighting India Grupo Antolin India Grupo Antolin Chakan Business Profile: Product Range: Headliner substrates modular headliners sunvisors door panels consoles pillar trims ambient lighting systems touch panels and capacitive pads. Manufacturing: X plants across Pune (2) Chakan (2) and Chennai"
X Link 2025-12-09T02:21Z XXX followers, XXX engagements

"📌 🧵 Brand Concepts Ltd. Deep-Dive for Equity Investor"
X Link 2025-12-09T16:17Z XXX followers, XX engagements

"Brand Concepts is a fast-growing branded accessories & travel-gear company working with global names like Tommy Hilfiger UCB Aeropostale Juicy Couture + in-house brands like Sugarush & The Vertical. It manufactures & retails bags luggage wallets & accessories across India"
X Link 2025-12-09T16:17Z XXX followers, XX engagements

"Omni-Channel Warehouse Expansion A new 102000 sq ft warehouse with XX lakh cubic ft storage capacity is now operational scalable from X lakh to XX lakh units. This supports online + offline scalability and improves order-fill speed"
X Link 2025-12-09T16:17Z XXX followers, XX engagements

"Zaggle Prepaid Ocean Services: Corporate Update: Acquisition Complete Deal Completion: Zaggle Prepaid Ocean Services has completed the acquisition of XXX% stake in Greenedge Enterprises Pvt Ltd making it a wholly-owned subsidiary. Financial Snapshot: Market Cap: 4678 Cr CMP: XXXXXX TTM P/E: 42.05x Outlook: The move aligns with Zaggle's growth-through-acquisition strategy in the competitive fintech/SaaS space. Integration success and revenue synergy realization will be key to justifying the premium valuation. #Zaggle #Fintech #SaaS #Acquisition #CorporateAction"
X Link 2025-12-09T20:04Z XXX followers, XXX engagements

"ZAGGLE PREPAID OCEAN SERVICES Agreement Details: Zaggle has signed a 5-year Referral Agreement with Mastercard Asia/Pacific Pte Ltd. Partnership Scope: Offer: Zaggle will offer MasterCard credit cards and other solutions to its existing customers and new prospects. Incentive: Zaggle will receive additional spend-linked incentives creating a new revenue stream. Strategic Impact: Revenue Diversification: Adds a high-margin recurring income source based on customer spending. Product Ecosystem: Enhances Zaggle's B2B fintech suite by embedding payment card solutions. Customer Stickiness: Deepens"
X Link 2025-12-11T02:22Z XXX followers, XX engagements

"Management Strategy & Brand Playbook Company focuses on: Exclusive global brand licensing Own retail expansion Premium location strategy (Airports Aerocity malls) Omni-channel growth Strong brand visibility = pricing power + higher repeat business"
X Link 2025-12-09T16:17Z XXX followers, XX engagements

"Client Base Strength High-quality institutional customers: Pernod Ricard ABD Amrut Mohan Meakin These anchor the ENA + ethanol business and provide supply stability"
X Link 2025-12-10T15:51Z XXX followers, XX engagements

"Business Mix Shift (Important for Investors) Management is exiting edible oil (low margin working-cap heavy). Focus shifting toward: Ethanol ENA Biodiesel Maize oil Higher-margin policy-supported long-visibility categories"
X Link 2025-12-10T15:51Z XXX followers, XX engagements

"Working Capital Sensitivity Ethanol is government-tender-linked payment schedules matter. Feedstock (maize) price swings (23/kg 25/kg Q2) directly impact margins. Investor must track maize prices + OMC procurement cycles"
X Link 2025-12-10T15:51Z XXX followers, XX engagements

"Angel One Ltd Update: Credit Rating Withdrawn at Company's Request Event: CRISIL reaffirmed Angel One's credit ratings at CRISIL AA-/Stable (Long Term) and A1+ (Short Term) on 4500 Cr bank facilities. SubsequentlyCRISIL withdrew these ratings (along with ratings on XXX Cr NCDs and XXX Cr Commercial Paper) at the company's request. Implications: Strong Rating Affirmed: The reaffirmation prior to withdrawal indicates a fundamentally strong credit profile. Voluntary Withdrawal: Companies typically request rating withdrawal when they no longer require a public rating often because they have"
X Link 2025-12-11T13:05Z XXX followers, XX engagements

"Tilaknagar Industries Ltd (TI) is one of Indias largest premium brandy manufacturers with 15+ IMFL brands such as Mansion House Brandy Chambers Brandy Blue Lagoon Gin Madira XXX Rum and more. XX% of revenue comes from South India where brandy is a dominant category"
X Link 2025-12-07T15:57Z XXX followers, XXX engagements

"Imperial Blue (IB) Acquisition : TI has completed Indias largest alco-bev Merger & Acquisition deal by acquiring Pernod Ricard's Imperial Blue whisky business for 3442 Cr + 28M deferred (282 Cr)"
X Link 2025-12-07T15:57Z XXX followers, XX engagements

"🧵 BCL Industries Ltd Deep-Dive Thread"
X Link 2025-12-10T15:51Z XXX followers, XX engagements

"BALU FORGE INDUSTRIES LIMITED Defence Manufacturing Capability Leap Key Development : Commissioned a fully automated empty-shell production line at its Belgaum facility with annual capacity of XXX lakh shells. Technical & Strategic Highlights: In-house Development: Built XXX% in-house using FANUC robotics. Product Focus: Enables unmanned forging for large-calibre ammunition (155mm 120mm 105mm etc.). Defence Focus: Marks the first phase of its broader high-precision defence manufacturing expansion. Future Outlook (Per Q4FY25 Presentation): Margins: Projected sustainable EBITDA margins of"
X Link 2025-12-11T06:20Z XXX followers, XX engagements

"BALUFORGE Defence Manufacturing Milestone Phase X LIVE 🚀 XXX% Make-in-India Automated Empty Shell Line Commissioned at Belgaum 🔥 Annual Capacity: 360000 shells 🎯 Calibers Covered: 155mm 120mm 105mm 81mm & more 🤖 Tech: Near-100% automation with FANUC Robotics ⚙ Cycle Time: Just XX seconds per shell 🏭 Fully Unmanned Forging Line designed & commissioned in-house 📌 Key Highlights: ✔ First-of-its-kind indigenously built production line in India ✔ Involved 18+ machinery manufacturers under "Make in India" ✔ Strengthens Indias #AtmanirbharBharat defence ecosystem ✔ Part of phased expansion for"
X Link 2025-12-10T12:44Z XXX followers, XXX engagements

"Key Risks / Red Flags ⚠ Rising debt due to aggressive expansion ⚠ Regulatory price caps in India (margin constraints) ⚠ Promoter selling XXXX lakh shares @ 1960/share (230 Cr) in Nov 2025 ⚠ GST penalty: XXXX lakh related to alleged non-payment"
X Link 2025-12-11T15:14Z XXX followers, XX engagements

"Institutional Shareholding Strong investor base: Franklin Templeton (1.1%) Axis MF (1.4%) Nippon Life (1.7%) DSP Smallcap (1.1%) SBI Life (1.1%) PPFAS (1%) Shows long-term institutional confidence"
X Link 2025-12-11T15:14Z XXX followers, XX engagements

"Aggressive Outlet Expansion TFS has 70+ new outlets under development across new airports like Navi Mumbai & Noida and expansions at major hubs. Outlets already touch XXX making TFS Indias largest travel F&B chain. More outlets higher revenue higher operating leverage"
X Link 2025-12-12T06:32Z XXX followers, XX engagements

"Recent Quarterly Performance (Q2 FY26) Q2 FY26 saw pressure due to traffic moderation: Revenue: XXX Cr (29% YoY) Net Profit: XX Cr (11% YoY) Near-term softness but long-term drivers remain intact"
X Link 2025-12-12T06:32Z XXX followers, X engagements

"Capacity & Fixed Assets TFS has significant operating assets: Fixed Assets: XXX Cr (Sept25) CWIP (Work-in-progress): XX Cr This reflects active outlet construction & expansion"
X Link 2025-12-12T06:33Z XXX followers, X engagements

"Strategic Deals Recent partnerships: Himalaya Wellness using Uniware across 150+ stores Raymond centralizing online retail ops via Uniware Daburs NewU Gini & Jony Curefit WoodenStreet BeastLife also onboarded These deals validate the industry-wide acceptability"
X Link 2025-12-12T18:54Z XXX followers, X engagements

"Prominent Investors Activity Ashish Kacholia bought X lakh shares at XXX (Dec 2023) RBA Finance also bought 94k shares same day Multiple preferential allotments in 202325 Investor participation signals institutional faith in long-term scale-up"
X Link 2025-12-09T16:17Z XXX followers, XX engagements

"Big Corporate Developments Termination of Dreamfolks contract TFS moving to direct banking partnerships for lounges. This may reduce dependency & enhance margins long-term"
X Link 2025-12-12T06:33Z XXX followers, XX engagements

"Not a Buy Sell recommendation Do your due diligence before investing your hard earned money"
X Link 2025-12-12T18:54Z XXX followers, X engagements

"🧵 Travel Food Services Ltd Deep-Dive (Indias Largest Airport F&B + Lounges Operator)"
X Link 2025-12-12T06:32Z XXX followers, XX engagements

"Sector Advantage E-commerce Enablement E-commerce sellers D2C brands marketplaces and omnichannel retailers need: Faster fulfilment Accurate inventory Reduced returns Courier optimization Unicommerce sits at the nerve centre of this ecosystem"
X Link 2025-12-12T18:54Z XXX followers, X engagements

"Risks & Red Flags Promoter holding fell slightly from XX% to XX% in Sep XX. Heavy dependence on Indias e-commerce growth cycles. Rising competition in SaaS enablement space. However wide client diversification reduces concentration risk"
X Link 2025-12-12T18:54Z XXX followers, X engagements

"Interpret the Future If e-commerce grows sellers need automation Unicommerce earns more. If brands move omnichannel more complexity Unicommerces importance rises. If logistics costs rise Shipway gains. If returns increase UniCapture/UniReco adoption accelerates"
X Link 2025-12-12T18:54Z XXX followers, X engagements

"Final Thought Unicommerce demonstrates: Strong growth Strong profitability Clear sector tailwinds Good customer diversification Sticky business model But investors must watch: valuation promoter holding trends and competition"
X Link 2025-12-12T18:54Z XXX followers, X engagements