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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 XXXXX% countries XXXXX% stocks XXXX% automotive brands XXXX% exchanges XXXX% technology brands XXXX% currencies XXXX% travel destinations XXXX% social networks XXXX%

Social topic influence india 13.48%, strong #3060, longterm #316, business 2.81%, bank 2.25%, market cap 2.25%, nasdaq 2.25%, nav #99, suzuki 1.69%, $7269t XXXX%

Top accounts mentioned or mentioned by @curious_bandaa @raghavwadhwagt @sachinmehr74586 @investinind @rajarams117 @karank_ @jagdvirj @risk_to_reward @iampraveengarg @grok @raggarwal0483 @ashisharma_21

Top assets mentioned BlackRock Inc (BLK) PepsiCo, Inc. (PEP) 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

"🏦Decoding FIIs Moves this Year 💰FIIs have been Selling in the Secondary Market and Buying in the Primary Market (IPOs) A thread on XX such listed IPOs👇🧵"
X Link 2025-11-28T12:10Z 99.3K followers, 12.8K 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, 39.8K 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, 4888 engagements

"🔶Key growth drivers: 🔹Proven track record in API development 🔹Competitive manufacturing cost structure 🔹Rising global preference for India post-China disruptions 🔹Indian companies scaling up capex aggressively (Blue Jet Divis Laurus Neuland)"
X Link 2025-12-11T09:55Z 99.3K followers, XXX engagements

"1CRDMOs have become the backbone of the global pharmaceutical innovation engine. Rising drug development costs increasingly complex pipelines (biologics ADCs oligos) outsourcing trends and China+1 supply-chain diversification are driving a structural shift in pharma outsourcing"
X Link 2025-12-11T09:55Z 99.3K followers, 1173 engagements

"🔶The ADC Boom: 🔹Global ADC market to grow from $X bn (2022) to $XX bn (2030). 🔹ADC clinical trials have doubled relative to pre-COVID levels"
X Link 2025-12-11T09:55Z 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, 4066 engagements

"🔶The GLP-1 Wave (Weight Loss & Diabetes Drugs): 🔹New-age GLP-1 and GLP-1/GIP drugs for diabetes and obesity are witnessing explosive demand and are expected to exceed $XXX bn+ in global sales by 2030. These drugs deliver strong outcomes better sugar control 1020% weight loss and potential heart-health benefits making them one of the fastest-adopted therapies in pharma history"
X Link 2025-12-11T09:55Z 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

"🪔JM Financial ✨Reliance Industries: XX% Upside ✨Power Grid: XX% Upside ✨Bajaj Finance: XX% Upside ✨ICICI Lombard: XX% Upside ✨Jindal Steel: XX% Upside"
X Link 2025-10-13T10:21Z 99.3K followers, 6432 engagements

"✨National Aluminium: XX% Upside ✨Gravita India: XX% Upside ✨Macrotech Developers: XX% Upside ✨Olectra Greentech: XX% Upside ✨Ashoka Buildcon: XX% Upside"
X Link 2025-10-13T10:21Z 99.3K followers, 6683 engagements

"🪔Diwali Picks By Top Brokerage Houses 🪔 🪔50+ Diwali Picks A Thread.🧵👇"
X Link 2025-10-20T07:21Z 99.3K followers, 21.7K 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

"🌟Sumitomo Mitsui is open to raising its stake in Yes Bank setting up a unit in India. Read more on the large cross-border deals happening in Indias financial sector this year:"
X Link 2025-11-17T07:27Z 99.3K followers, 7837 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

"🔹CLND Act changes aim to reduce liability overhang and align with global norms bringing in foreign technology and capital. 🔹The government is also considering calibrated FDI opening in the nuclear sector"
X Link 2025-11-28T10:54Z 99.3K followers, 5280 engagements

"🔹Under the Bharat Small Reactors initiative India has invited private players to co-develop a fleet of XXX MWe PHWR-based reactors at industrial and retired coal sites. Six large corporates (Hindalco JSPL Tata Power Reliance JSW Energy Adani Power) have already shown interest and mapped potential sites"
X Link 2025-11-28T10:54Z 99.3K followers, 5358 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, 6514 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, 8114 engagements

"🔶Tenneco Clean Air India Ltd Tenneco Clean Air India Limited is the Indian arm of Tenneco Inc. specializing in clean air and powertrain components for automotive applications 🔹Mcap: 19448 Cr 🔹PE: XXXX 🔹FII: XXXX% 🔹DII: 9.72%"
X Link 2025-11-28T12:10Z 99.3K followers, 1382 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, 4050 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, 4056 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

"🔶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

"🔹 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, 7307 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, 7035 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, 4585 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, 4324 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

"🔶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

"🔹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

"✍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

"✍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

"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-Performing Mutual Funds in the Last X Years Smallcap Midcap Largecap Flexicap A Thread.🧵👇"
X Link 2025-12-06T08:01Z 99.3K followers, 31K 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, 3300 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, 3175 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, 3093 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, 2918 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, 2700 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, 2532 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, 2433 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, 2312 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, 2264 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, 2261 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, 2107 engagements

"✍Name of the Company: 🔸Tenneco Clean Air India Ltd"
X Link 2025-12-08T07:43Z 99.3K followers, 4402 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

"🔸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, 1346 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

"✍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

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

"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

"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

"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

"✨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, 136.7K 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, 25.3K 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, 2302 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, 2226 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

"✍Business Segment: 🔸 Clean Air & Powertrain Solutions: Covers exhaust after-treatment systems such as catalytic converters (DOC DPF SDPF SCR) mufflers exhaust pipes and full systems for PV CV and off-highway vehicles"
X Link 2025-12-08T07:43Z 99.3K followers, 3335 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, 1658 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, 3943 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, 14.1K 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, 1308 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, XXX 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, XXX 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, 1530 engagements

"✅Follow @raghavwadhwa for more insights on micro-cap companies and various sectors. ✅Like & Retweet ✅Subscribe to our YouTube Channel ✅Subscribe to our Telegram Channel ✅ Explore our new website"
X Link 2025-12-11T08:05Z 99.3K followers, 1546 engagements

"India is emerging as one of the fastest-growing CRDMO hubs globally supported by deep chemistry expertise competitive manufacturing costs the worlds highest number of FDA-approved API facilities and an abundant STEM talent pool"
X Link 2025-12-11T09:55Z 99.3K followers, 1135 engagements

"3Indias CRDMO Industry: 🔹Indias CRDMO market is expanding rapidly from $XXX bn in 2024 to a projected $XXXX bn in 2029"
X Link 2025-12-11T09:55Z 99.3K followers, XXX engagements

"As semaglutide patents roll off global access will expand sharply driving higher demand for peptide APIs and creating meaningful long-term opportunities for CRDMOs in development scale-up and commercial manufacturing"
X Link 2025-12-11T09:55Z 99.3K followers, XXX engagements

"8Indias Right to Win Key Advantages 🔹Largest base of US-FDAapproved API facilities giving global pharma high confidence in quality and compliance. 🔹Strong STEM talent pool enabling complex chemistry biologics peptides and high-end development work"
X Link 2025-12-11T09:55Z 99.3K followers, XXX engagements