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# ![@MadhavDhanuka1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1480255336988626944.png) @MadhavDhanuka1 Madhav Dhanuka

Madhav Dhanuka posts on X about tariffs, china, accounting, india the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1480255336988626944/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480255336988626944/c:line/m:interactions.svg)

- X Week XXXXX +91%
- X Month XXXXX +59%

### Mentions: XX [#](/creator/twitter::1480255336988626944/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480255336988626944/c:line/m:posts_active.svg)

- X Week XX +25%
- X Month XX +22%

### Followers: XXX [#](/creator/twitter::1480255336988626944/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480255336988626944/c:line/m:followers.svg)

- X Week XXX +26%
- X Month XXX +75%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1480255336988626944/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480255336988626944/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1480255336988626944/influence)
---

**Social category influence**
[finance](/list/finance)  XX% [countries](/list/countries)  XX% [currencies](/list/currencies)  X%

**Social topic influence**
[tariffs](/topic/tariffs) #1538, [china](/topic/china) 16%, [accounting](/topic/accounting) #320, [india](/topic/india) 12%, [bangladesh](/topic/bangladesh) #1993, [momentum](/topic/momentum) 8%, [gdp](/topic/gdp) #440, [rates](/topic/rates) #1824, [pakistan](/topic/pakistan) 8%, [sentiment](/topic/sentiment) #301

**Top accounts mentioned or mentioned by**
[@hariniv2505](/creator/undefined) [@rohantantia](/creator/undefined) [@ssage82827](/creator/undefined)
### Top Social Posts [#](/creator/twitter::1480255336988626944/posts)
---
Top posts by engagements in the last XX hours

"Market Analysis XX Oct 2025 NIFTY 50: 25812 (+0.46%) πŸ“Š Monthly Chart View: Nifty continues its bullish structure with higher highs and higher lows. As mentioned earlier a break and sustained move above 25600 has now opened the next upside target near 26200. The index remains a buy on dips candidate around the 2560025650 zone which now acts as a strong base. πŸ“ˆ Weekly Chart View: Upside: A clear Cup & Handle formation confirms a bullish breakout supported by the trendline. Downside: Key support lies around 2560025650; a breach below this zone may invite short-term profit booking. As long as"  
[X Link](https://x.com/MadhavDhanuka1/status/1980130983446782223) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-20T04:36Z XXX followers, XXX engagements


"Stocks Around Support Zones XX Sept 2025 πŸ”Ή Bajaj Auto On major chart + MA support. SL: 8560 Upside target open. πŸ”Ή Titan 2-yr consolidation near strong support. Buying opportunity if breaks above last XX candles high. πŸ”Ή Varun Beverages (VBL) Retesting XXX support for 3rd time. SL: XXX Scope for shortmedium rally. πŸ“Œ Rule: Respect Stoploss. Trail to protect profits if trade works. #BajajAuto #Titan #VarunBeverages #StockMarket #SwingTrading #Trading #NSE"  
[X Link](https://x.com/MadhavDhanuka1/status/1970411119358414957) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-09-23T08:53Z XXX followers, XXX engagements


"⚑ Mahindra to Double EV Share in X Years Mahindra & Mahindra (M&M) plans to double the share of electric vehicles (EVs) in its total passenger vehicle sales over the next three years driven by rising demand for its premium EV lineup BE X XEV 9e and XUV400. The automaker also aims to build a dedicated EV platform for smaller affordable models by 2027. KEY NUMBERS X EV capacity: 8000 units/month X Current production: 5000 units/month X Indias EV passenger sales in Aug25: +156% YoY to 17400 units X Target: Double EV contribution in total sales by FY28 WHAT IT MEANS Mahindra is aligning with"  
[X Link](https://x.com/MadhavDhanuka1/status/1975567527733539310) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-07T14:22Z XXX followers, XXX engagements


"HCL Technologies Guidance for Next XX Quarters Q2 FY26 Snapshot: Revenue Beat AI Momentum Building Revenue: 31942 crore (+10.7% YoY +5.2% QoQ) EBIT Margin: XXXX% ( +110 bps QoQ ) PAT: 4235 crore (flat YoY +10.2% QoQ) Deal Wins: $XXX billion ( vs $XXX billion YoY ) Advanced AI Revenue $XXX million (3% of total) Topline growth was driven by BFSI and Tech verticals while AI-led platform services continued to scale. Outlook & Technical View (Next XX Quarters): Bias: Positive to Neutral Growth guidance raised for IT services to XX% CC ( earlier XX% ); overall guidance unchanged at 35%. Margins to"  
[X Link](https://x.com/MadhavDhanuka1/status/1978050347168870414) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-14T10:48Z XXX followers, XXX engagements


"⚑ The World Is Plugging In Faster Than Ever Electricity is becoming the heartbeat of the global economy. Over the past decade the world has moved from fossil-based growth to a more electrified technology-driven energy system. KEY NUMBERS X Electricity demand has grown at XXX% CAGR since 2010 outpacing total energy demand growth of 1.4%. X Global consumption (2024): 26275 TWh up XX% in a decade led by industry and data centers. X Global generation (2024): 31103 TWh up XX% in ten years. X Coals share: Still XX% of global power (10736 TWh) even as renewables rise sharply. X Renewable surge: Asia"  
[X Link](https://x.com/MadhavDhanuka1/status/1978708038165975481) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-16T06:22Z XXX followers, XXX engagements


"GST Cut Impact (28 % XX %): Effective XX Sep 2025. Retail prices fell 2030/bag short-term. Demand briefly softened but recovered post-cut. Limited impact on realizations (since GST is pass-through). Lower GST base may trim state-linked incentive income slightly"  
[X Link](https://x.com/MadhavDhanuka1/status/1979195323210686756) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-17T14:38Z XXX followers, XX engagements


"Major Listed Players & Market Capitalization (as of Oct 2025): UltraTech Cement Market Cap: XXXX lakh crore Indias largest producer increasing capacity by CY30 through aggressive organic and inorganic expansion. Ambuja Cements Market Cap: XXX lakh crore Adani Group flagship leading Indias consolidation wave; on track to double capacity by FY28. ACC Market Cap: 35000 crore Part of Adani portfolio; strong foothold in North & Central India with focus on cost efficiency and green energy. Shree Cement Market Cap: XXXX lakh crore Indias low-cost cement leader high margins and brand strength;"  
[X Link](https://x.com/MadhavDhanuka1/status/1979195326591328575) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-17T14:38Z XXX followers, XXX engagements


"🧡Indian Textile Industry Weaving Through Global Shifts The Indian textile and apparel sector is one of the largest contributors to employment and exports accounting for X % of GDP and XX % of Indias exports. With an integrated value chain from fibre to fashion India combines strengths in cotton-based textiles with growing capability in man-made fibre (MMF) and blended fabrics. Recent U.S. tariffs (50%) have disrupted exports especially for downstream players in readymade garments (RMG) and home textiles. Yet optimism remains high about a potential rollback by FY-end. While cotton yarn"  
[X Link](https://x.com/MadhavDhanuka1/status/1980898026265727000) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-22T07:24Z XXX followers, XXX engagements


"Key Listed Companies: Nitin Spinners ( 1800 Cr) Integrated yarn & fabric maker; new XXXX bn capex to lift value-added capacity. Expected EBITDA CAGR XX % FY2528; direct U.S. exposure X %. Sanathan Textiles ( 4150 Cr) Fully integrated polyester-to-technical-textile major; XX % domestic sales insulate it from U.S. tariffs. Earnings CAGR XX % FY2528 on strong MMF demand. Vardhman Textiles ( 11800 Cr) Indias spinning leader (1.23 mn spindles); steady X X % revenue CAGR expected as modernisation drives efficiency. KPR Mill ( 35000 Cr) Vertically integrated garment & yarn exporter with global"  
[X Link](https://x.com/MadhavDhanuka1/status/1980898031625990557) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-22T07:24Z XXX followers, XX engagements


"Global Industry Landscape The global textile & apparel trade stands at USD XXX trillion projected to grow at X % CAGR FY2428 after two soft years. China remains the dominant exporter with XX % share followed by Bangladesh (6 %) Vietnam (5 %) and India (4 %). India contributes XXX % to GDP XX % of industrial output employs XX million people and ranks 6th in textile & 8th in apparel exports globally. Cotton still leads domestic production but the global fibre mix has shifted MMF = XX % worldwide vs XX % in India underscoring vast headroom for diversification"  
[X Link](https://x.com/MadhavDhanuka1/status/1980898037233791336) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-22T07:24Z XXX followers, XX engagements


"U.S. Tariff Impact XX % tariff (25 % reciprocal + XX % punitive) imposed from Aug 2025 raised Indias effective export burden to XX XX %. Competing nations face far lower rates: China XX % Bangladesh XX % Pakistan XX % Vietnam XX %. Result: RMG and home-textile exports turned temporarily unviable causing order deferrals and margin compression. Exporters are absorbing the extra XX % tariff short-term to retain clients betting on rollback by FY-end. If extended potential diversion of USD X X bn orders to competitors could hurt FY26 volumes. Domestic-focused and MMF-heavy players remain"  
[X Link](https://x.com/MadhavDhanuka1/status/1980898043613319660) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-22T07:24Z XXX followers, XX engagements


"U.S. Tariff Impact XX % tariff (25 % reciprocal + XX % punitive) imposed from Aug 2025 raised Indias effective export burden to XX XX %. Competing nations face far lower rates: China XX % Bangladesh XX % Pakistan XX % Vietnam XX %. Result: RMG and home-textile exports turned temporarily unviable causing order deferrals and margin compression. Exporters are absorbing the extra XX % tariff short-term to retain clients betting on rollback by FY-end. If extended potential diversion of USD X X bn orders to competitors could hurt FY26 volumes. Domestic-focused and MMF-heavy players remain"  
[X Link](https://x.com/MadhavDhanuka1/status/1980898048889835683) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-22T07:24Z XXX followers, XX engagements


"Data & Trends Snapshot: Global Textile Trade CAGR: X % (FY2428). Indias Textile & Apparel CAGR: X % (FY2330E). Domestic Segment: XX % CAGR driven by rising per-capita fibre use & MMF expansion. Export Mix: USA XX % UK X% UAE X %. Indias MMF share: XX % vs global XX %. Employment: XX million direct + XX million indirect"  
[X Link](https://x.com/MadhavDhanuka1/status/1980898054359126044) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-22T07:24Z XXX followers, XX engagements


"Takeaway Resilience in Transition Despite near-term tariff headwinds Indias textile industry is structurally positioned for expansion. With global buyers diversifying beyond China stable raw-material costs and strong policy tailwinds Indias competitive fabric remains intact. The sectors next growth chapter will be woven by: Expansion in MMF & technical textiles Effective utilisation of PLI & MITRA schemes and Execution of key FTAs unlocking new markets"  
[X Link](https://x.com/MadhavDhanuka1/status/1980898059782430888) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-22T07:24Z XXX followers, XX engagements


"Market Analysis XX Oct 2025 NIFTY 50: 26200 (Expected +1.5% Opening) πŸ“Š Monthly Chart View: The index is likely to open with a strong XXX% gap-up around 26200 driven by positive global sentiment after the USIndia trade deal expectations. For the broader uptrend to continue Nifty must sustain above 26200 on a closing basis. Sustaining above this zone can keep the bullish momentum intact towards 2680027000 in the medium term. πŸ“ˆ Weekly Chart View: Upside: The Cup & Handle formation remains valid a clear bullish signal with trendline support around 26200. Downside: Theres a 300-point gap zone"  
[X Link](https://x.com/MadhavDhanuka1/status/1981199624359571651) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-23T03:22Z XXX followers, XXX engagements


"Ambuja Cements From Stagnation to Acceleration 🏭 Ambuja Cements has transformed under the Adani Group pivoting from slow growth to an aggressive expansion phase with a clear roadmap to double capacity to XXX MT by FY28. This shift is backed by strong cost efficiency measures limestone security and renewed focus on growth. Investment Rationale: X Aggressive Capacity Expansion Capacity up from XX MT (FY23) XXXXX MT (Q1 FY26); target XXX MT by FY28 Key acquisitions: Sanghi Industries Penna Cement Orient Cement XX MT under execution + XX MT planned growth visibility till FY28 X Cost Efficiency &"  
[X Link](https://x.com/MadhavDhanuka1/status/1981282300383150491) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-23T08:51Z XXX followers, XXX engagements


"IndiaUS Trade Deal Talks Enter Final Stage WHAT HAPPENED India and the US are in advanced negotiations on a trade deal that could sharply reduce tariffs on Indian exports from the current XX% to 1516% as per Mint reports. This move could significantly enhance Indias competitiveness in key export categories. KEY NUMBERS X. Current tariff on Indian exports to the US: XX% X. Proposed reduced tariff: 1516% X. The US accounts for XX% of Indias total exports X. IT & Pharma are the most exposed sectors to the US market Top Indian Companies Most Exposed to US Market (% of revenue from the US):"  
[X Link](https://x.com/MadhavDhanuka1/status/1981202249864155290) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-23T03:33Z XXX followers, XXX engagements


"πŸ— UltraTech Cement Q2 FY26 Results Expansion Mode Margins To Follow BROKERAGE VIEW: 1.Nuvama: Hold Target Price 13982 Valuation: XX 1HFY28E EV/EBITDA 2.Motilal Oswal: Buy Target Price 13750 Top pick in cement sector 3.Antique: Buy Sees EBITDA/ton improving to 1295 by FY28 and net-cash status by FY28 PERFORMANCE: 1.Revenue: 19640 cr (+7 % YoY +2 % QoQ) EBITDA: 3090 cr (+52 % YoY) PAT: 1269 cr (+49 % YoY) 2.EBITDA/ton: XXX (vs XXX YoY XXX est.) Grey Cement EBITDA/ton: XXX 3.Volume: +7 % YoY (industry +45 %) Capacity Utilization: XX % HIGHLIGHTS: 1.Strong volume beat: +7 % YoY vs industry XX %"  
[X Link](https://x.com/MadhavDhanuka1/status/1981362692540833842) [@MadhavDhanuka1](/creator/x/MadhavDhanuka1) 2025-10-23T14:10Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MadhavDhanuka1 Avatar @MadhavDhanuka1 Madhav Dhanuka

Madhav Dhanuka posts on X about tariffs, china, accounting, india the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +91%
  • X Month XXXXX +59%

Mentions: XX #

Mentions Line Chart

  • X Week XX +25%
  • X Month XX +22%

Followers: XXX #

Followers Line Chart

  • X Week XXX +26%
  • X Month XXX +75%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XX% countries XX% currencies X%

Social topic influence tariffs #1538, china 16%, accounting #320, india 12%, bangladesh #1993, momentum 8%, gdp #440, rates #1824, pakistan 8%, sentiment #301

Top accounts mentioned or mentioned by @hariniv2505 @rohantantia @ssage82827

Top Social Posts #


Top posts by engagements in the last XX hours

"Market Analysis XX Oct 2025 NIFTY 50: 25812 (+0.46%) πŸ“Š Monthly Chart View: Nifty continues its bullish structure with higher highs and higher lows. As mentioned earlier a break and sustained move above 25600 has now opened the next upside target near 26200. The index remains a buy on dips candidate around the 2560025650 zone which now acts as a strong base. πŸ“ˆ Weekly Chart View: Upside: A clear Cup & Handle formation confirms a bullish breakout supported by the trendline. Downside: Key support lies around 2560025650; a breach below this zone may invite short-term profit booking. As long as"
X Link @MadhavDhanuka1 2025-10-20T04:36Z XXX followers, XXX engagements

"Stocks Around Support Zones XX Sept 2025 πŸ”Ή Bajaj Auto On major chart + MA support. SL: 8560 Upside target open. πŸ”Ή Titan 2-yr consolidation near strong support. Buying opportunity if breaks above last XX candles high. πŸ”Ή Varun Beverages (VBL) Retesting XXX support for 3rd time. SL: XXX Scope for shortmedium rally. πŸ“Œ Rule: Respect Stoploss. Trail to protect profits if trade works. #BajajAuto #Titan #VarunBeverages #StockMarket #SwingTrading #Trading #NSE"
X Link @MadhavDhanuka1 2025-09-23T08:53Z XXX followers, XXX engagements

"⚑ Mahindra to Double EV Share in X Years Mahindra & Mahindra (M&M) plans to double the share of electric vehicles (EVs) in its total passenger vehicle sales over the next three years driven by rising demand for its premium EV lineup BE X XEV 9e and XUV400. The automaker also aims to build a dedicated EV platform for smaller affordable models by 2027. KEY NUMBERS X EV capacity: 8000 units/month X Current production: 5000 units/month X Indias EV passenger sales in Aug25: +156% YoY to 17400 units X Target: Double EV contribution in total sales by FY28 WHAT IT MEANS Mahindra is aligning with"
X Link @MadhavDhanuka1 2025-10-07T14:22Z XXX followers, XXX engagements

"HCL Technologies Guidance for Next XX Quarters Q2 FY26 Snapshot: Revenue Beat AI Momentum Building Revenue: 31942 crore (+10.7% YoY +5.2% QoQ) EBIT Margin: XXXX% ( +110 bps QoQ ) PAT: 4235 crore (flat YoY +10.2% QoQ) Deal Wins: $XXX billion ( vs $XXX billion YoY ) Advanced AI Revenue $XXX million (3% of total) Topline growth was driven by BFSI and Tech verticals while AI-led platform services continued to scale. Outlook & Technical View (Next XX Quarters): Bias: Positive to Neutral Growth guidance raised for IT services to XX% CC ( earlier XX% ); overall guidance unchanged at 35%. Margins to"
X Link @MadhavDhanuka1 2025-10-14T10:48Z XXX followers, XXX engagements

"⚑ The World Is Plugging In Faster Than Ever Electricity is becoming the heartbeat of the global economy. Over the past decade the world has moved from fossil-based growth to a more electrified technology-driven energy system. KEY NUMBERS X Electricity demand has grown at XXX% CAGR since 2010 outpacing total energy demand growth of 1.4%. X Global consumption (2024): 26275 TWh up XX% in a decade led by industry and data centers. X Global generation (2024): 31103 TWh up XX% in ten years. X Coals share: Still XX% of global power (10736 TWh) even as renewables rise sharply. X Renewable surge: Asia"
X Link @MadhavDhanuka1 2025-10-16T06:22Z XXX followers, XXX engagements

"GST Cut Impact (28 % XX %): Effective XX Sep 2025. Retail prices fell 2030/bag short-term. Demand briefly softened but recovered post-cut. Limited impact on realizations (since GST is pass-through). Lower GST base may trim state-linked incentive income slightly"
X Link @MadhavDhanuka1 2025-10-17T14:38Z XXX followers, XX engagements

"Major Listed Players & Market Capitalization (as of Oct 2025): UltraTech Cement Market Cap: XXXX lakh crore Indias largest producer increasing capacity by CY30 through aggressive organic and inorganic expansion. Ambuja Cements Market Cap: XXX lakh crore Adani Group flagship leading Indias consolidation wave; on track to double capacity by FY28. ACC Market Cap: 35000 crore Part of Adani portfolio; strong foothold in North & Central India with focus on cost efficiency and green energy. Shree Cement Market Cap: XXXX lakh crore Indias low-cost cement leader high margins and brand strength;"
X Link @MadhavDhanuka1 2025-10-17T14:38Z XXX followers, XXX engagements

"🧡Indian Textile Industry Weaving Through Global Shifts The Indian textile and apparel sector is one of the largest contributors to employment and exports accounting for X % of GDP and XX % of Indias exports. With an integrated value chain from fibre to fashion India combines strengths in cotton-based textiles with growing capability in man-made fibre (MMF) and blended fabrics. Recent U.S. tariffs (50%) have disrupted exports especially for downstream players in readymade garments (RMG) and home textiles. Yet optimism remains high about a potential rollback by FY-end. While cotton yarn"
X Link @MadhavDhanuka1 2025-10-22T07:24Z XXX followers, XXX engagements

"Key Listed Companies: Nitin Spinners ( 1800 Cr) Integrated yarn & fabric maker; new XXXX bn capex to lift value-added capacity. Expected EBITDA CAGR XX % FY2528; direct U.S. exposure X %. Sanathan Textiles ( 4150 Cr) Fully integrated polyester-to-technical-textile major; XX % domestic sales insulate it from U.S. tariffs. Earnings CAGR XX % FY2528 on strong MMF demand. Vardhman Textiles ( 11800 Cr) Indias spinning leader (1.23 mn spindles); steady X X % revenue CAGR expected as modernisation drives efficiency. KPR Mill ( 35000 Cr) Vertically integrated garment & yarn exporter with global"
X Link @MadhavDhanuka1 2025-10-22T07:24Z XXX followers, XX engagements

"Global Industry Landscape The global textile & apparel trade stands at USD XXX trillion projected to grow at X % CAGR FY2428 after two soft years. China remains the dominant exporter with XX % share followed by Bangladesh (6 %) Vietnam (5 %) and India (4 %). India contributes XXX % to GDP XX % of industrial output employs XX million people and ranks 6th in textile & 8th in apparel exports globally. Cotton still leads domestic production but the global fibre mix has shifted MMF = XX % worldwide vs XX % in India underscoring vast headroom for diversification"
X Link @MadhavDhanuka1 2025-10-22T07:24Z XXX followers, XX engagements

"U.S. Tariff Impact XX % tariff (25 % reciprocal + XX % punitive) imposed from Aug 2025 raised Indias effective export burden to XX XX %. Competing nations face far lower rates: China XX % Bangladesh XX % Pakistan XX % Vietnam XX %. Result: RMG and home-textile exports turned temporarily unviable causing order deferrals and margin compression. Exporters are absorbing the extra XX % tariff short-term to retain clients betting on rollback by FY-end. If extended potential diversion of USD X X bn orders to competitors could hurt FY26 volumes. Domestic-focused and MMF-heavy players remain"
X Link @MadhavDhanuka1 2025-10-22T07:24Z XXX followers, XX engagements

"U.S. Tariff Impact XX % tariff (25 % reciprocal + XX % punitive) imposed from Aug 2025 raised Indias effective export burden to XX XX %. Competing nations face far lower rates: China XX % Bangladesh XX % Pakistan XX % Vietnam XX %. Result: RMG and home-textile exports turned temporarily unviable causing order deferrals and margin compression. Exporters are absorbing the extra XX % tariff short-term to retain clients betting on rollback by FY-end. If extended potential diversion of USD X X bn orders to competitors could hurt FY26 volumes. Domestic-focused and MMF-heavy players remain"
X Link @MadhavDhanuka1 2025-10-22T07:24Z XXX followers, XX engagements

"Data & Trends Snapshot: Global Textile Trade CAGR: X % (FY2428). Indias Textile & Apparel CAGR: X % (FY2330E). Domestic Segment: XX % CAGR driven by rising per-capita fibre use & MMF expansion. Export Mix: USA XX % UK X% UAE X %. Indias MMF share: XX % vs global XX %. Employment: XX million direct + XX million indirect"
X Link @MadhavDhanuka1 2025-10-22T07:24Z XXX followers, XX engagements

"Takeaway Resilience in Transition Despite near-term tariff headwinds Indias textile industry is structurally positioned for expansion. With global buyers diversifying beyond China stable raw-material costs and strong policy tailwinds Indias competitive fabric remains intact. The sectors next growth chapter will be woven by: Expansion in MMF & technical textiles Effective utilisation of PLI & MITRA schemes and Execution of key FTAs unlocking new markets"
X Link @MadhavDhanuka1 2025-10-22T07:24Z XXX followers, XX engagements

"Market Analysis XX Oct 2025 NIFTY 50: 26200 (Expected +1.5% Opening) πŸ“Š Monthly Chart View: The index is likely to open with a strong XXX% gap-up around 26200 driven by positive global sentiment after the USIndia trade deal expectations. For the broader uptrend to continue Nifty must sustain above 26200 on a closing basis. Sustaining above this zone can keep the bullish momentum intact towards 2680027000 in the medium term. πŸ“ˆ Weekly Chart View: Upside: The Cup & Handle formation remains valid a clear bullish signal with trendline support around 26200. Downside: Theres a 300-point gap zone"
X Link @MadhavDhanuka1 2025-10-23T03:22Z XXX followers, XXX engagements

"Ambuja Cements From Stagnation to Acceleration 🏭 Ambuja Cements has transformed under the Adani Group pivoting from slow growth to an aggressive expansion phase with a clear roadmap to double capacity to XXX MT by FY28. This shift is backed by strong cost efficiency measures limestone security and renewed focus on growth. Investment Rationale: X Aggressive Capacity Expansion Capacity up from XX MT (FY23) XXXXX MT (Q1 FY26); target XXX MT by FY28 Key acquisitions: Sanghi Industries Penna Cement Orient Cement XX MT under execution + XX MT planned growth visibility till FY28 X Cost Efficiency &"
X Link @MadhavDhanuka1 2025-10-23T08:51Z XXX followers, XXX engagements

"IndiaUS Trade Deal Talks Enter Final Stage WHAT HAPPENED India and the US are in advanced negotiations on a trade deal that could sharply reduce tariffs on Indian exports from the current XX% to 1516% as per Mint reports. This move could significantly enhance Indias competitiveness in key export categories. KEY NUMBERS X. Current tariff on Indian exports to the US: XX% X. Proposed reduced tariff: 1516% X. The US accounts for XX% of Indias total exports X. IT & Pharma are the most exposed sectors to the US market Top Indian Companies Most Exposed to US Market (% of revenue from the US):"
X Link @MadhavDhanuka1 2025-10-23T03:33Z XXX followers, XXX engagements

"πŸ— UltraTech Cement Q2 FY26 Results Expansion Mode Margins To Follow BROKERAGE VIEW: 1.Nuvama: Hold Target Price 13982 Valuation: XX 1HFY28E EV/EBITDA 2.Motilal Oswal: Buy Target Price 13750 Top pick in cement sector 3.Antique: Buy Sees EBITDA/ton improving to 1295 by FY28 and net-cash status by FY28 PERFORMANCE: 1.Revenue: 19640 cr (+7 % YoY +2 % QoQ) EBITDA: 3090 cr (+52 % YoY) PAT: 1269 cr (+49 % YoY) 2.EBITDA/ton: XXX (vs XXX YoY XXX est.) Grey Cement EBITDA/ton: XXX 3.Volume: +7 % YoY (industry +45 %) Capacity Utilization: XX % HIGHLIGHTS: 1.Strong volume beat: +7 % YoY vs industry XX %"
X Link @MadhavDhanuka1 2025-10-23T14:10Z XXX followers, XXX engagements

@MadhavDhanuka1
/creator/twitter::MadhavDhanuka1