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@raghavwadhwa Raghav Wadhwa
Raghav Wadhwa posts on X about india, ipo, $7732t, perc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +33%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Month XXX +43%
- X Months XXXXX +6%
- X Year XXXXX +6.80%
Followers: XXXXXX #
- X Week XXXXXX +0.14%
- X Month XXXXXX +0.94%
- X Months XXXXXX +4.90%
- X Year XXXXXX +26%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #2658 countries XXXX% stocks XXXX% currencies XXXX% technology brands XXXX% travel destinations XXXX% vc firms XXXX%
Social topic influence india 4.74%, ipo #9, $7732t 1.72%, perc 1.29%, ace 1.29%, goldman sachs 1.29%, aurobindo pharma 0.86%, bharat heavy 0.86%, capabilities 0.86%, underway XXXX%
Top accounts mentioned or mentioned by @grok @stockguruindian @easeofinvesting @rahulkottapalli @pronxt @raghavwadhwagt @_tc_mits @anuhere31 @nalandacapital @rahul99776 @marketsmojo @msp_in_x @savithavanur @alphawealth000 @deepakgunda6 @anvith_ @mody_vipul80985 @vishavjain2 @gsgold @grittyandsure
Top assets mentioned Goldman Sachs (GS) Carrier Global Corp (CARR) Eli Lilly and Company (LLY)
Top Social Posts #
Top posts by engagements in the last XX hours
"🔸Divis is focusing on GLP-1 GIP and GLP-2 therapies through advanced peptide synthesis for innovators. It avoids the generic space with several custom projects in the pipeline and expected revenues from late 2026"
@raghavwadhwa on X 2025-07-17 09:12:21 UTC 97.1K followers, 2954 engagements
"🔶JSW Energy Ltd: 🔹The company has a total thermal power generation capacity of 3508 MW comprising 1200 MW at Ratnagiri 1080 MW at Barmer XXX MW at Vijayanagar XXX MW at Utkal and XX MW TPP at Nandyal" @raghavwadhwa on X 2025-07-18 12:42:59 UTC 97.1K followers, 1282 engagements
"🔋ACME Solar Holdings V/s Adani Green Energy 🔋A comparison of two leading players in solar wind battery storage and pumped hydro. A detailed comparison 🧵👇" @raghavwadhwa on X 2025-07-11 09:47:06 UTC 97.1K followers, 30K engagements
"🔷Key Ratios 🔸NIM: XXXX% 🔸ROA: XXXX% 🔸Return on Net Worth: XXXXX% 🔸Cost-to-Income Ratio: XXXXX% 🔸CASA Ratio: XXXXX% (declined from 50.51%) 🔸CD Ratio: XXXXX% (vs 69.57%) 🔸Provision Coverage Ratio (PCR): 90.28%" @raghavwadhwa on X 2025-07-18 09:21:18 UTC 97.1K followers, 6249 engagements
"🌟Andhra Pradesh is quietly becoming Indias next big EMS hub attracting 9700 Cr from top brands like Carrier Global LG Electronics & more. Which Listed Companies are Setting Up in Andhra Pradesh and Why🧵👇" @raghavwadhwa on X 2025-03-25 11:01:59 UTC 97.1K followers, 83.2K engagements
"🔷Competitive Landscape: Key Players and Pipeline Developments: 🔸Market Leaders and Innovators 🔹Novo Nordisk dominates the current Indian GLP-1 market primarily through oral semaglutide (Rybelsus) which holds approximately XX% market share as of recent reports" @raghavwadhwa on X 2025-07-17 09:09:31 UTC 97.1K followers, 1863 engagements
"🔸Aurobindo Pharma has developed the entire GLP-1 product range including Liraglutide and Semaglutide and plans to file from its new Vizag plant using a dedicated cartridge line" @raghavwadhwa on X 2025-07-17 09:09:45 UTC 97.1K followers, 3000 engagements
"🔶Business Segments: ⚡National Securities Depository Ltd.: 🔹Depository Services Demat/remat settlements corporate actions. 🔹Issuer & Settlement IPO allotments debt market corporate actions. 🔹NDML NPS recordkeeping CKYC compliance solutions" @raghavwadhwa on X 2025-07-28 12:55:30 UTC 97.1K followers, 2478 engagements
"🔸Sai Life Sciences inaugurated a peptide R&D center with advanced automated synthesis capabilities and USFDA GMP certification" @raghavwadhwa on X 2025-07-17 09:09:44 UTC 97.1K followers, 1428 engagements
"✍Companies that are involved in Battery Energy Storage Solutions: 🔶Oriana Power Ltd: 🔹The company is engaged in two main business verticals: providing EPC and operations of solar power projects and offering solar energy solutions on a BOOT (build own operate transfer) basis. 🔹400 MW of BESS orders secured across Rajasthan Karnataka Telangana Tamil Nadu" @raghavwadhwa on X 2025-07-10 13:40:50 UTC 97.1K followers, 7627 engagements
"🔶Key Metrics: 🔹P/E: -ve 🔹ROCE: XXXX% 🔹Debt-to-equity: XXXX 🔹EVEBITDA: XXXX 🔹Sales growth X Years: -XXXX% 🔹Profit growth X Years: -ve" @raghavwadhwa on X 2025-07-26 11:37:39 UTC 97.1K followers, 1526 engagements
"🔹Its product range includes multicrystalline modules monocrystalline modules TOPCon modules flexible modules bifacial (Mono PERC) modules and building-integrated photovoltaic (BIPV) modules" @raghavwadhwa on X 2025-07-16 12:32:56 UTC 97.1K followers, 2213 engagements
"🔶Recent Developments: ⚡National Securities Depository Ltd.: 🔹In July 2025 NSDL launched its 4011 crore IPO (entirely an offer for sale) on July XX with a reduced size for better valuation amid plans for XXX crore tech investments in FY26" @raghavwadhwa on X 2025-07-28 12:55:42 UTC 97.1K followers, 1513 engagements
"Re-rating candidate 🔥 Disc: Recommended and Invested" @raghavwadhwa on X 2025-07-25 10:35:43 UTC 97.1K followers, 8916 engagements
"🔥BESS Sector 🔋Battery Energy Storage System: Sector to grow 300x by 2032 Which company do you own from this sector" @raghavwadhwa on X 2025-07-19 07:47:27 UTC 97.1K followers, 171.8K engagements
"🏦CDSL vs NSDL Whos the Real Titan of Indias Depository Space 🏦 Where Does NSDLs IPO Stand in the Indian Depository Landscape A thread.🧵👇" @raghavwadhwa on X 2025-07-28 12:55:25 UTC 97.1K followers, 36.8K engagements
"⚡Central Depository Services (India) Ltd.: 🔹Retail and fintech momentum: rapid growth via discount brokers 🔹Highly profitable per share; scalable margins 🔹Listed entity with marketable stock and visible financials" @raghavwadhwa on X 2025-07-28 12:55:42 UTC 97.1K followers, 1527 engagements
"🔶Tata Power Company Ltd: 🔹The company has a power generation capacity of XXX MW from hydroelectric sources and 9300+ MW from thermal sources including coal gas and oil through owned and leased plants along with related ancillary services" @raghavwadhwa on X 2025-07-18 12:43:00 UTC 97.1K followers, 1161 engagements
"🔶JSW Energy Ltd: 🔹 The company is primarily engaged in the business of generating power from its power assets located in Karnataka Maharashtra Nandyal and Salboni. 🔹The company's XXX MW/1 GWh Battery Energy Storage System (BESS) project awarded by SECI is currently under appeal at APTEL" @raghavwadhwa on X 2025-07-10 13:40:51 UTC 97.1K followers, 7285 engagements
"🔷Gravita: 🔸New verticals: Lithium-ion battery recycling Steel Paper recycling 🔸Turnkey projects executed in: Qatar UAE Saudi Arabia Poland Chile (70+ projects)" @raghavwadhwa on X 2025-07-24 09:14:35 UTC 97.1K followers, XXX engagements
"✍Insecticides India Ltd: 🔸This company focuses on branded agrochemical formulations across India offering a mix of insecticides fungicides and herbicides with a wide dealer network" @raghavwadhwa on X 2025-07-25 09:42:36 UTC 97.1K followers, 1453 engagements
"☀Vikram Solar IPO Soon ☀Waaree Energies Ltd V/s Vikram Solar Ltd ☀An In-Depth Comparison of the Leading Solar Panel Manufacturers in India A thread.🧵👇" @raghavwadhwa on X 2025-07-16 12:32:51 UTC 97.1K followers, 37.1K engagements
"✍Is India Ready for the $109B Opportunity 🔹Indias semiconductor market is expected to reach $XXX billion by 2030. With five large projects underway a comprehensive incentive structure and strong policy clarity Jefferies believes India is poised to replicate its success stories in mobile and autos in semiconductors. Execution risks remain but the roadmap is clear: India is not just assembling the future; its building it chip by chip" @raghavwadhwa on X 2025-06-26 09:59:48 UTC 97.1K followers, 3885 engagements
"🔹FY26: Mid-single-digit revenue growth EBITDA margin to dip to mid-teens due to one-off CDMO client pause; modest PAT growth expected with lower tax. 🔹FY27: Strong recovery with mid- to high-teen revenue growth 1920% EBITDA margin and multifold PAT growth. 🔹FY30 Goal: $2B revenue XX% EBITDA margin high-teens ROCE" @raghavwadhwa on X 2025-07-19 12:55:19 UTC 97.1K followers, 3967 engagements
"🗼Sector: Power Transmission 🗼The government will launch the National Electricity Plan in XX days with peak hour power demand projected to exceed XXX GW by 2030. 🗼22 Companies from the Power Sector that are set to benefit from this development A thread.🧵👇" @raghavwadhwa on X 2024-09-24 08:12:05 UTC 97.1K followers, 95.5K engagements
"🌱Agrochemicals Are Sprouting Again FY26 Looks Bright 🌱The sector is finally coming out of a rough patch. 🌱Whats changing Lets break it down 🧵👇" @raghavwadhwa on X 2025-07-25 09:41:26 UTC 97.1K followers, 24.2K engagements
"👑The Monopoly Portfolio👑 💰17 Monopoly Companies every Investor must know about 💡Monopoly businesses have potential to become multibaggers as they can leverage their market dominance which often translates into consistent profits and stock price growth. A thread. 🧵" @raghavwadhwa on X 2023-09-24 09:34:13 UTC 97.1K followers, 245.6K engagements
"🔶NTPC Ltd: 🔹 The company plans to add XXX GW more thermal capacity by FY27 and aims for XX GW of renewable energy by 2032. It also aims to increase the coal production from XX MMT in FY25 to XX MMT by FY29" @raghavwadhwa on X 2025-07-18 12:42:58 UTC 97.1K followers, 1188 engagements
"🚨 New Additions by Mr. Mukul Agrawal 📊Ace Investor Mukul Agrawal has increased his stake in one company and added new Companies to his portfolio. Heres a detailed look at his latest picks A Thread 🧵👇" @raghavwadhwa on X 2025-07-18 09:21:01 UTC 97.1K followers, 130.2K engagements
"⚡Capital Goods / Infra Prompt: 🔸Assess the company order book execution cycle and segmental mix (EPC O&M turnkey manufacturing). 🔸Analyze order inflow trends order-book-to-sales ratio and margin volatility linked to commodity pricing (steel copper). Evaluate the capex intensity and the working capital cycle. 🔸Map exposure to government spending (railways roads defense renewables) and PLI tailwinds. Benchmark against peers like KEC Kalpataru Siemens or BHEL" @raghavwadhwa on X 2025-07-02 13:17:19 UTC 97.1K followers, 1700 engagements
"⚡Skipper Ltd.: 🔹Established in 1981 Skipper Ltd has evolved into a global leader in the manufacturing of Transmission & Distribution (T&D) structures including transmission towers poles and polymer pipes. 🔹It also undertakes EPC projects in the infrastructure segment" @raghavwadhwa on X 2025-07-17 12:37:39 UTC 97.1K followers, 3242 engagements
"🔥Transformer Sector: Current Orderbook & Capex 🔥Transformer sector to reach USD XXXX Billion by2033 exhibiting a growth rate (CAGR) of XXXX% during2025-2033. ⚡Which transformer company are you betting on" @raghavwadhwa on X 2025-07-25 13:25:11 UTC 97.1K followers, 43.7K engagements
"🔸Power Sale (IPP/RESCO) Owns and operates XX MWp of solar assets; XX MWp under development. 🔸Battery Energy Storage (BESS) Executing XX MWh project; expanding hybrid solar + storage offerings. 🔸Green Hydrogen Building electrolyser (1 MW pilot project) manufacturing and integrated hydrogen solutions" @raghavwadhwa on X 2025-07-22 09:46:17 UTC 97.1K followers, 3051 engagements
"🔸Mehru has an order book of XXX crore and missed 100150 crore more due to capacity limits. Expansion is underway. The company is also bidding for 1000 crore worth of projects in the main business and XXX crore in Mehru" @raghavwadhwa on X 2025-07-23 09:40:49 UTC 97.1K followers, XXX engagements
"🔷Key Highlights: 🔹In FY25 Revenue grew X% YoY to 31724 Cr and EBITDA rose to 6605 Cr with XXXX% margin. Net profit jumped XX% YoY to 3111 Cr supported by volume growth new launches and cost efficiencies" @raghavwadhwa on X 2025-07-19 12:55:05 UTC 97.1K followers, 5038 engagements
"🔹Syngene posted 3642 Cr revenue in FY25 (up X% YoY) with 1045 Cr operating profit at XX% margin. Net profit dipped slightly to XXX Cr due to higher tax and depreciation" @raghavwadhwa on X 2025-07-19 12:55:15 UTC 97.1K followers, 4182 engagements
"✍NACL Industries Ltd: 🔸An agrochemical maker offering technicals and formulations exporting to 30+ countries with a strong domestic dealer network. Its acquisition by Coromandel is expected to boost its growth and CRAMS capabilities" @raghavwadhwa on X 2025-07-25 09:42:47 UTC 97.1K followers, 1492 engagements
"🗼Power Transmission Sector 🗼Indias power transmission and distribution market is projected to grow from USD XXXX billion in 2024 to USD XXXX billion by 2030. A thread.🧵👇" @raghavwadhwa on X 2025-05-23 13:01:39 UTC 97.1K followers, 32.9K engagements
"✍Monolithisch India Ltd: ✅Mukul Agrawal bought 500000 shares valued at XX Cr ✅ His stake now stands at 2.3%" @raghavwadhwa on X 2025-07-18 09:21:12 UTC 97.1K followers, 7689 engagements
"✍Aurobindo Pharma Ltd: Initiated by Goldman Sachs 🔹Engaged in the manufacturing and marketing of active pharmaceutical ingredients generic pharmaceuticals and related services" @raghavwadhwa on X 2025-07-19 12:55:05 UTC 97.1K followers, 5157 engagements
""CDMO is the biggest theme; select companies can grow X times in next XX years": Madhusudan Kela 🔥Which company from the CDMO space are you betting on" @raghavwadhwa on X 2025-07-21 08:54:01 UTC 97.1K followers, 131.1K engagements
"🔶Bharat Heavy Electricals Ltd: 🔹The company comprises thermal gas hydro and nuclear power plant businesses spares & services business apart from new businesses of coal to chemicals emission control equipment and spares for Non-BHEL sets" @raghavwadhwa on X 2025-07-18 12:43:02 UTC 97.1K followers, 1144 engagements
"⚡Quality Power Electrical Equipments Ltd: A global player in high-voltage coil products and power quality equipment Detailed Company Analysis. 🧵👇" @raghavwadhwa on X 2025-07-23 09:40:42 UTC 97.1K followers, 26.6K engagements
"✍International Business Presence and Diversification: 🔸The company serves 200+ customers across 100+ countries including players like GE T&D India Hitachi Energy and Kalpataru Projects. Recently it expanded its client base in Sweden Finland Iraq Italy Brazil South Korea Hong Kong Australia and the Middle East strengthening revenue diversification" @raghavwadhwa on X 2025-07-23 09:40:50 UTC 97.1K followers, XXX engagements
"⚡Vikram Solar Ltd.: 🔹The company is one of Indias largest solar PV module manufacturers with an installed capacity of XXXX GW. 🔹The company operates manufacturing facilities at Falta SEZ in Kolkata and Oragadam in Chennai Tamil Nadu providing strong logistics advantages through access to ports roads and rail for efficient domestic and international distribution" @raghavwadhwa on X 2025-07-16 12:32:53 UTC 97.1K followers, 2562 engagements
"🤑5 Companies that reported XXX% Sales Growth in June Quarter results Do you hold any 🧵👇" @raghavwadhwa on X 2025-07-22 09:46:13 UTC 97.1K followers, 35.2K engagements
"🔶Alcoholic Beverages: 🔹The India-UK FTA will reduce import duties on whisky by XX% lowering them to XX% initially with further cuts to XX% over the next decade. 🔹Premium alcohol companies like United Spirits Tilaknagar Industries Ltd and Allied Blenders & Distillers are set to benefit potentially boosting premium segment sales while domestic-focused players like Radico Khaitan may face headwinds" @raghavwadhwa on X 2025-07-24 13:00:57 UTC 97.1K followers, 3873 engagements
"✍IPO details: 🔸IPO Date➡July XX 2025 to July XX 2025 🔸Price Band ➡125 per share 🔸Issue size➡117.33 Cr 🔸Lot size➡ 1000 Shares 🔸Total Issue Size ➡ 9386000 shares 🔸Issue Type ➡Bookbuilding IPO 🔸Listing at➡BSE SME 🔸GMP at 90" @raghavwadhwa on X 2025-07-28 09:57:34 UTC 97.1K followers, XXX engagements
"🚨 Big News: Japanese company Resonac is shutting its graphite electrode plants in China and Malaysia. ⚡This move could impact global supply and benefit Indian players like HEG and Graphite India. Heres a detailed comparison of HEG vs Graphite India 🧵👇" @raghavwadhwa on X 2025-05-20 09:57:08 UTC 97.1K followers, 55.7K engagements
"Fresh Buys of India's Superstar Investors 💰Explore the stocks Ace Investors added to their portfolios during Q1FY26 A thread.🧵👇" @raghavwadhwa on X 2025-07-21 12:51:21 UTC 97.1K followers, 32.5K engagements
"🌟Semiconductors: Indias Next Big Leap 🌟What Jefferies says about the semiconductor industry Decoding Jefferies Report 🧵👇" @raghavwadhwa on X 2025-06-26 09:59:30 UTC 97.1K followers, 107.1K engagements
"📢New SME IPO Alert ⚡Shree Refrigerations Ltd: A key player in defence-focused manufacturing of advanced refrigeration and HVAC systems. ⚡As per the DRHP Ace Investor Ashish Kacholia holds a XXXX% stake in the company. A Detailed Company Analysis 👇🧵" @raghavwadhwa on X 2025-07-28 09:57:26 UTC 97.1K followers, 14.3K engagements
"🔸However most of these drugs are expensive imports from the US with monthly costs often exceeding 20000 (e.g. Wegovy and Ozempic) making them unaffordable for many. This has created a strong push for domestic manufacturing especially with patent expiries and government support likely through PLI schemes. As a result the Indian GLP-1 market is expected to grow rapidly at a XXXX% CAGR through 2030" @raghavwadhwa on X 2025-07-17 09:09:30 UTC 97.1K followers, 1873 engagements
"⚡Vikram Solar Ltd: 🔹Known for advanced technologies like TOPCon and Heterojunction Technology (HJT) offering higher efficiency and lower degradation rates. 🔹Focuses on high-efficiency modules with half-cut cell designs for improved shade tolerance and performance" @raghavwadhwa on X 2025-07-16 12:33:07 UTC 97.1K followers, 1313 engagements
"💊 Glucagon-like Peptide-1 (GLP-1) Patent Expiry in 2026 Opens the Door for Many 💊Biocon Dr. Reddys Aurobindo & others ramp up peptide R&D CDMO & manufacturing. 🚨Who do you think will lead Indias GLP-1 & peptide revolution #GLP1 #CDMO #Pharma" @raghavwadhwa on X 2025-07-26 12:39:33 UTC 97.1K followers, 12.2K engagements
"🔷Key Milestones & Projects: 🔸Total Projects Commissioned: XXXX GW 🔸Projects Under Execution: XXXX GWp 🔸Rooftop Projects Executed: XXXXX MW 🔸Floating Solar Projects: XXXX MW 🔷Major Projects: 🔸Jindal Renewables: 2012 MWp 🔸Greenko: XXX MWp 🔸Acciona: XXX MWp Others across Gujarat Andhra Pradesh Rajasthan Chhattisgarh Tamil Nadu and Karnataka" @raghavwadhwa on X 2025-07-22 09:46:18 UTC 97.1K followers, 3018 engagements
"⚡Vikram Solar Ltd.: 🔶Solar PV Modules: 🔹Offers a wide range of module types: Mono PERC (bifacial and monofacial) TopCon and Half-Cell modules. 🔹Products under brands like SURYAVA HYPERSOL PARDEA PREXOS and SOMERA. 🔹Caters to utility rooftop and industrial applications with modules ranging from 400W to 725W and up to XXXXX% efficiency" @raghavwadhwa on X 2025-07-16 12:32:57 UTC 97.1K followers, 2084 engagements
"🔶Technology & Innovation : ⚡Waaree Energies Ltd: 🔹Incorporates advanced technologies like Mono PERC and Bifacial modules with a focus on cost-effective solutions for various applications. 🔹Produces smart inverters with data monitoring and utility controls enhancing system efficiency" @raghavwadhwa on X 2025-07-16 12:33:06 UTC 97.1K followers, 1353 engagements
"✍New Verticals & Projects: 🔷POCL: 🔸Lithium-Ion Recycling: Feasibility stage 🔸Rubber & E-waste: Under pre-feasibility 🔸POCL Future Tech Pvt Ltd: Subsidiary for expanding plastic recycling 🔸Exploring M&A Joint Ventures and R&D innovation centers" @raghavwadhwa on X 2025-07-24 09:14:34 UTC 97.1K followers, XXX engagements
"✍Production Volume: 🔷POCL: 🔸In FY25 🔹Lead Production: 94115 MT ( XX% YoY) 🔹Lead Sales: 90565 MT ( XX% YoY) 🔸InQ1FY26 🔹Lead Production: 24167 MT (17% YoY) 🔹Lead Sales: 22530 MT (9% YoY) 🔹Lead EBITDA/MT: 16898 (48% YoY)" @raghavwadhwa on X 2025-07-24 09:14:31 UTC 97.1K followers, 1093 engagements
"🔸As of FY25 Gravitas installed capacity stood at 333659 MT p.a. (302859 MT lead; 33659 MT aluminium; 46159 MT plastic; plus rubber) with plans to more than double to 728459 MT by FY28" @raghavwadhwa on X 2025-07-24 09:14:28 UTC 97.1K followers, 1326 engagements
"🔶Business segments: ⚡Waaree Energies Ltd.: 🔹The solar PV modules are manufactured using multicrystalline monocrystalline and advanced technologies like Tunnel Oxide Passivated Contact (TOPCon) which minimizes energy loss and boosts efficiency" @raghavwadhwa on X 2025-07-16 12:32:54 UTC 97.1K followers, 2375 engagements
"🔷FY25 Financial Highlights & Key Ratios 🔸Net Profit: 2082 Cr (up XXXX% YoY) 🔸Net Interest Income: 5794 Cr (up 11.3%) 🔸Other Income: 1137 Cr (up 37.7%) 🔸Operating Profit: 2930 Cr (up 28.7%) 🔸Gross Advances: 106985 Cr (up 10.3%) 🔸Deposits: 148569 Cr (up 10.2%) 🔸Gross NPA: XXXX% (down from 4.08%) 🔸Net NPA: XXXX% (unchanged)" @raghavwadhwa on X 2025-07-18 09:21:18 UTC 97.1K followers, 6378 engagements
"✍Tanfac Industries Ltd: 🔹In June 2024 the company signed a framework agreement worth revenue of XXX Cr over the next X years with one of the leading Japanese Specialty Chemical companies to supply refrigerant gas starting from H2 FY26" @raghavwadhwa on X 2025-07-26 11:37:40 UTC 97.1K followers, 1535 engagements
"🔶Bharat Petroleum Corporation Ltd: 🔹BPCL is a government-owned refining and marketing company with a strong retail footprint and refineries in Mumbai Kochi and Bina. It is also expanding into petrochemicals and upstream assets. 🔹3 Years Sales Growth: X% 🔹3 Years Profit Growth: 8%" @raghavwadhwa on X 2025-06-17 09:34:43 UTC 97.1K followers, 3317 engagements
"🔹Sweetener segment to benefit from a new product under development. Work is also progressing on intermediates for GLP-1 therapies and chronic conditions like cardiovascular and oncology" @raghavwadhwa on X 2025-07-19 12:55:13 UTC 97.1K followers, 4458 engagements
"🔹This will benefit exporters like RedTape Relaxo Footwears Ltd Bata India with UK buyers now paying lower prices for leather handbags belts and footwear" @raghavwadhwa on X 2025-07-24 13:00:56 UTC 97.1K followers, 3541 engagements
"🔹Due to enhanced mobility and market access IT firms like TCS Infosys HCL Tech Tech Mahindra and Wipro stand to benefit" @raghavwadhwa on X 2025-07-24 13:01:05 UTC 97.1K followers, 1993 engagements
"⚡Central Depository Services (India) Ltd.: 🔹CDSL facilitates holding and transacting securities in electronic form and facilitates the settlement of trades executed on stock exchanges. 🔹These securities include equities debentures bonds units of mutual funds Certificates of deposit (CDs) commercial papers (CPs) Treasury Bills (TBills) and others. 🔹Other services include e-Voting M-Voting Myeasi Mobile App and e-Locker" @raghavwadhwa on X 2025-07-28 12:55:29 UTC 97.1K followers, 2644 engagements
"🔹For FY26 the company plans XXX crore in capex including XXX crore for the ongoing electrolyte project and XX crore for a new high-potency pilot plant at Sachin" @raghavwadhwa on X 2025-07-19 12:55:09 UTC 97.1K followers, 4881 engagements
"🔶Indian Oil Corporation Ltd: 🔹Indias largest integrated energy PSU is involved in refining pipeline transportation marketing of petroleum products and petrochemicals. It operates over XX refineries and an extensive fuel distribution network. 🔹3 Years Sales Growth: X% 🔹3 Years Profit Growth: -22%" @raghavwadhwa on X 2025-06-17 09:34:41 UTC 97.1K followers, 3529 engagements
"🌟The Make in India Push 🔹The Indian government has been aggressively promoting domestic manufacturing through targeted policy support. Notably the Product Linked Incentive (PLI) schemes have been launched for multiple sectors including large-scale electronics white goods telecom IT hardware and medical devices" @raghavwadhwa on X 2025-07-14 08:39:52 UTC 97.1K followers, 4227 engagements
"✍Syngene International Ltd: Initiated by Jefferies Goldman Sachs 🔹Indias first CRO Syngene evolved into an integrated CRAMS provider offering end-to-end drug discovery development and manufacturing services. Its research and manufacturing facilities span XXX million sq. ft. across multiple locations" @raghavwadhwa on X 2025-07-19 12:55:14 UTC 97.1K followers, 4532 engagements
"✍Guidance & Outlook: 🔷POCL: 🔸 Volume Growth Target: XX% YoY across Lead and Copper segments 🔸Revenue Growth: Aiming for 20%+ CAGR in the coming years 🔸EBITDA Margin Goal: Sustainably exceed X% 🔸ROCE Target: Maintain Return on Capital Employed above XX% 🔸Value-Added Product Focus: Generate 60%+ of revenue from value-added products" @raghavwadhwa on X 2025-07-24 09:14:36 UTC 97.1K followers, XXX engagements
"✍Order Book (FY25) 🔹Total confirmed orders: XXX Cr 🔹Pending tender bids: XXX Cr (AC Plants XXXX Cr HVAC XX Cr) ✍Client Concentration (FY25) 🔹Top X Customer: XX% of revenue 🔹Top X Customers: XX% of revenue 🔹Top XX Customers: XXXX% of revenue" @raghavwadhwa on X 2025-07-28 09:57:34 UTC 97.1K followers, XXX engagements
"✍Clientele: 🔷POCL: 🔸POCLs client roster features leading battery makers (Exide Amara Raja) automotive and appliance OEMs and 500+ global & domestic collaborators" @raghavwadhwa on X 2025-07-24 09:14:29 UTC 97.1K followers, 1422 engagements
"🔶TARIL: 🔹Powergrid NTPC TATA Power Torrent Power Siemens Energy Bluestar Hindustan Zinc JSW Getco etc" @raghavwadhwa on X 2025-07-03 10:28:52 UTC 97.1K followers, 2531 engagements
"🔹Divis Laboratories posted strong FY25 results with revenue up XX% YoY to 9360 Cr operating profit rising to 2973 Cr and margins improving to 32%. Net profit jumped XX% YoY to 2191 Cr" @raghavwadhwa on X 2025-07-19 12:55:03 UTC 97.1K followers, 5118 engagements
"🔹Eli Lilly launched tirzepatide (Mounjaro) in India expanding therapeutic options with a dual GIP/GLP-1 receptor agonist" @raghavwadhwa on X 2025-07-17 09:09:32 UTC 97.1K followers, 1738 engagements
"⚡Epack Durable Ltd: 🔹Key clients include Blue Star Daikin Carrier Midea Voltas Croma Havells Haier and Godrej" @raghavwadhwa on X 2025-07-14 13:05:32 UTC 97.1K followers, 2029 engagements
"🔶IT sector: 🔹The FTA will facilitate easier entry for Indian IT firms and professionals and this is expected to benefit over 60000 professionals annually in the IT sector alone the commerce ministry stated" @raghavwadhwa on X 2025-07-24 13:01:04 UTC 97.1K followers, 2035 engagements
"🔷Gravita: 🔸In FY25 🔹Lead: 170500 MT 🔹Aluminium: 14000 MT 🔹Plastics: 9300 MT 🔹Tyre Oil: 5500 KL" @raghavwadhwa on X 2025-07-24 09:14:32 UTC 97.1K followers, 1028 engagements
"🔶GVT&D: 🔹NTPC Adani Transmission Hindalco TATAPower BHEL Indigrid Amazon Powergrid NHPC Reliance Industries JSW Steel etc" @raghavwadhwa on X 2025-07-03 10:28:52 UTC 97.1K followers, 2327 engagements
"Solar Module and EPC Companies🔥 👉Core Biz and recent developments Which one do you think can be a multibagger from here" @raghavwadhwa on X 2025-07-22 09:12:48 UTC 97.1K followers, 26.3K engagements
"🤑Goldman Sachs and Jefferies see Indias CDMO sector gaining from China+1 with 1520% growth led by biologics ADCs peptides (GLP-1) demand. 🤑6 CDMO companies rated Buy by analysts. A Detailed Thread🧵👇" @raghavwadhwa on X 2025-07-19 12:55:01 UTC 97.1K followers, 57K engagements
"🔹Aurobindo targets high single-digit revenue growth in FY26 (ex-Revlimid) with stable EBITDA margins. Growth to be led by Europe US launches injectables and China/Vizag plants. Pen-G may contribute partially biosimilar ramp-up starts H2 and full scale is expected by FY30" @raghavwadhwa on X 2025-07-19 12:55:06 UTC 97.1K followers, 5090 engagements
"🔹Divis is expanding custom synthesis with two long-term contracts set to contribute from late FY26 or early FY27. Its also scaling peptide (GLP-1 GIP GLP-2 analogs)operations and investing in flow chemistry and biocatalysis aiming for steady double-digit growth through innovation and global CDMO partnerships" @raghavwadhwa on X 2025-07-19 12:55:04 UTC 97.1K followers, 5173 engagements