[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.] #  @ResearchSOIC SOIC Research SOIC Research posts on X about q2, health, ai, business the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1964925459021377536/interactions)  - X Week XXXXX +88% - X Month XXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1964925459021377536/posts_active)  - X Week XX -XX% - X Month XX +4.40% ### Followers: XXXXX [#](/creator/twitter::1964925459021377536/followers)  - X Week XXXXX +0.81% - X Month XXXXX +13% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1964925459021377536/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) **Social topic influence** [q2](/topic/q2) #6, [health](/topic/health), [ai](/topic/ai), [business](/topic/business), [strong](/topic/strong), [india](/topic/india), [core](/topic/core), [6969](/topic/6969), [the world](/topic/the-world), [world of](/topic/world-of) **Top accounts mentioned or mentioned by** [@home](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "To summarise this is how broadly the value chain of AI can look like and there can be many more very interesting plays in the world of AI apart from this For example - there is one company listed in hong kong exchange that operates in China is into Pre-fabricated data centre solutions (Wasion) whose subsidiary WeYoung is into this business. Weyoungs overseas orders have rocketed by XXX% year-over-year from just RMB XXXX million in H1 2024 to RMB XXX million in H1 2025. So this list can be unending but what one can do is go on step by step in analysing each part of this AI value chain and can" [X Link](https://x.com/ResearchSOIC/status/1978012185004569002) 2025-10-14T08:17Z 5099 followers, XXX engagements "Just quickly listing out some of the proxy plays - Picking out the shovel that is digging the gold Connectors & Optics Theme: Connectors/Optics Modules. High-speed data transfer (800G to 1.6T) necessitates fiber components with high margins. Co: Fujikura (5803.T). Thesis: High Operating Profit Margin (OPM) beneficiary of GPU cross-connects increasing usage of optical multi-core connectors. Evidence: Holds high market share in multi-core optical cables/connectors for DC/AI server apps Power Supply Theme: AI Rack Power Supply. High power density requires specialized high-share vendors. Co:" [X Link](https://x.com/ResearchSOIC/status/1978012189320446107) 2025-10-14T08:17Z 5100 followers, XXX engagements "Asters quiet turnaround: 1) Kerala cluster margin at XXXX% (up XXX bps YoY) 2) Andhra & Telangana cluster margin jumped QoQ from XXX% XXXX% 3) Aster Labs margins surged from XX% 17.8%; ROCE XX% 4) Medical Value Travel revenue +49% YoY Aster is a textbook cluster + labs recovery story with operating leverage finally showing" [X Link](https://x.com/ResearchSOIC/status/1991056485166481462) 2025-11-19T08:10Z 5101 followers, XXX engagements "Max Healthcare the through-cycle compounding machine: 1) 20th consecutive quarter of growth 2) Network gross revenue +21% YoY; occupied bed days +19% YoY ARPOB +3% 3) Existing units: XX% like-for-like revenue growth XX% occupancy XXXX% EBITDA margin (+90 bps YoY) 4) New units (Jaypee Dwarka) contributed XXX cr revenue; Dwarka turned EBITDA positive in just X months. Max has cracked the code on brownfield scale-up without margin collapse" [X Link](https://x.com/ResearchSOIC/status/1991056489985790112) 2025-11-19T08:10Z 5102 followers, XXX engagements "Ancillary & digital optionality turning into real P&L: Max: 1) Max@Home: XX cr Q2 revenue +20% YoY 2) Max Lab: XX cr +16% YoY XX% EBITDA margin 3) Digital channels XX cr; XX% of total revenue; website sessions +53% YoY 4) Multiple AI projects in radiology pre-OPD search GenAI pilots. Apollo: Apollo 24/7: 1) X mn new users in Q2; total XX mn 2) GMV XXX cr +16% YoY; aiming to get back to 2530% growth Aster Labs: margins up to XXXX% ROCE XX% external business +31% YoY. Fortis/Agilus: 1) Revenue XXX cr (+7.1% YoY) XXXX% EBITDA margin 2) X new labs 200+ new touchpoints; XX new tests; strong AI-led" [X Link](https://x.com/ResearchSOIC/status/1991056509774492066) 2025-11-19T08:10Z 5101 followers, XXX engagements "So who really nailed Q2 FY26 If you look for: 1) Near/above XX% revenue growth 2) Stable or expanding margins despite capex 3) Clear medium-term growth levers (beds + CGHS + digital/specialty mix) Three names stand out consistently: Max Healthcare Narayana Health and Fortis" [X Link](https://x.com/ResearchSOIC/status/1991056512710762768) 2025-11-19T08:10Z 5102 followers, XXX engagements "Max Healthcare the all-weather compounder XX% revenue growth sector-leading 27%+ margins (existing units at 27.5%). Brownfield-heavy strategy = lower margin drag. Faster breakeven on new assets (Dwarka in X months). Massive bed pipeline + CGHS tailwind (200 cr EBITDA-accretive opportunity) + strong digital & ancillaries. Max combines scale profitability and runway in a way very few in the sector do" [X Link](https://x.com/ResearchSOIC/status/1991056515227398457) 2025-11-19T08:10Z 5102 followers, XXX engagements "Strong but work-in-progress Q2s: 1) KIMS best volume momentum; great long-term story in affordable large format hospitals but currently in heavy investment phase. 2) Aster strong cluster/labs turnaround; margins improving MVT strong but still in early innings of scaled profitability reset. 3) Medanta double-digit volume growth and strong MVT but large new assets (Noida Mumbai) will decide how clean the P&L looks ahead. 4) Apollo mix-led growth and digital bets; valuation will depend on how much of this mix premium is already priced in" [X Link](https://x.com/ResearchSOIC/status/1991056522919756017) 2025-11-19T08:10Z 5102 followers, XXX engagements "Margins: new hospitals usually hurt but not for everyone. Q2 highlights on YoY margin expansion (hospital business): 1) NH: +210 bps 2) Fortis: +150 bps 3) Aster (India): +53 bps Max Healthcare: modest headline expansion but existing units improved XX bps YoY to XXXX% Fortis NH & Max still sit at the top of sector margin tables" [X Link](https://x.com/ResearchSOIC/status/1991056472394932533) 2025-11-19T08:10Z 5101 followers, XXX engagements "At a sector level X big themes: 1) Demand is intact: higher realizations + richer case mix 2) Everyone is in capex mode: brownfield + greenfield + O&M 3) New hospitals are dragging margins for some while others are expanding margins despite adding beds This Q2 was basically an exam in execution under expansion" [X Link](https://x.com/ResearchSOIC/status/1991056464300175416) 2025-11-19T08:10Z 5101 followers, XXX engagements "Capacity expansion whos swinging the biggest bat 1) Max Healthcare: Plans to add 8300+ beds (vs 5200 now); 4800 beds over next XX years. NCR + Mumbai heavy. 2) Narayana Health (NH): moving towards 7600+ beds with focused bets in Bangalore & Kolkata. 3) KIMS: 2100+ beds in pipeline over already 6114; South & West India focus. 4) Aster: targeting 7800+ beds India; 10360+ beds post QCIL merger. 5) Fortis: XXX beds already added in H1 another 300400 beds in FY27 via brownfield/O&M. 6) Apollo: aiming XX% organic growth + X% from new beds over X yrs; X new units across FY26/Q1FY27. 7) Medanta:" [X Link](https://x.com/ResearchSOIC/status/1991056468238594356) 2025-11-19T08:10Z 5101 followers, 1019 engagements "If youre tracking the hospital space post Q2 FY26 and want clarity on where execution is already visible vs where its still a promise: Core standouts this quarter: 👉 Max Healthcare 👉 Narayana Health 👉 Fortis The rest of the pack isnt weak theyre just at different points on the capex ramp-up margin normalization curve" [X Link](https://x.com/ResearchSOIC/status/1991056525754851387) 2025-11-19T08:10Z 5101 followers, 1726 engagements "2-Wheeler Instrument Clusters (Lens Mask Assembly) As the market is shifting from analog to digital speedometers this lens mask assembly gets utilised a lot into that. Think of this as the screen protector of the display in front of your Activa and SJS is here is the only company in the country that has a compelete integrated and in-house solution of for this lens mask. Plastic cover -- Screen Printing on plastic cover -- Moulding it in the way that it is ready for the final installation" [X Link](https://x.com/ResearchSOIC/status/1998657118711239097) 2025-12-10T07:32Z 5198 followers, XXX engagements "In-Mold Electronics (IME) - Developing a new vertical They are testing technology that integrates electronics directly into plastic using conductive inks eliminating PCBs and soldering. They already have a localized touch panel for Samsung washing machines where the ink responds only to an adult finger (a safety feature). This is still in the Proof of Concept stage but it shows R&D depth. This is currently being sent to customers for approvals" [X Link](https://x.com/ResearchSOIC/status/1998657123593629705) 2025-12-10T07:32Z 5198 followers, XXX engagements "Also company is developing this new product that has graphics printed write on the plastic part and not a Decal sticker that needs to get installed This has X core benefits - First makes the life of OEM very easy while the product assembly and Second reduces the weight of the vehicle that helps increase the mileage for 2W. Can have a high adoption in EVs for this product and is currently is in OEM approval stage" [X Link](https://x.com/ResearchSOIC/status/1998657128320622729) 2025-12-10T07:32Z 5198 followers, XXX engagements "3D Luxe / Comex- A European RoHS-friendly technology using sandwich materials and laser cutting; eco-friendly alternative. Aluminum Badges- Formed and printed aluminum sheets supplied to brands like Kia Hyundai and Royal Enfield PU Dome- Printed parts with a clear polyurethane dome and embossing for 3D effects Hot Foiling- An eco-friendly cost-effective alternative to chrome plating used by Stellantis and TVS Raider" [X Link](https://x.com/ResearchSOIC/status/1998657132548469255) 2025-12-10T07:32Z 5198 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.]
@ResearchSOIC SOIC Research
SOIC Research posts on X about q2, health, ai, business the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +88%
- X Month XXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX +4.40%
Followers: XXXXX #
- X Week XXXXX +0.81%
- X Month XXXXX +13%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance countries travel destinations technology brands automotive brands
Social topic influence q2 #6, health, ai, business, strong, india, core, 6969, the world, world of
Top accounts mentioned or mentioned by @home
Top Social Posts
Top posts by engagements in the last XX hours
"To summarise this is how broadly the value chain of AI can look like and there can be many more very interesting plays in the world of AI apart from this For example - there is one company listed in hong kong exchange that operates in China is into Pre-fabricated data centre solutions (Wasion) whose subsidiary WeYoung is into this business. Weyoungs overseas orders have rocketed by XXX% year-over-year from just RMB XXXX million in H1 2024 to RMB XXX million in H1 2025. So this list can be unending but what one can do is go on step by step in analysing each part of this AI value chain and can"
X Link 2025-10-14T08:17Z 5099 followers, XXX engagements
"Just quickly listing out some of the proxy plays - Picking out the shovel that is digging the gold Connectors & Optics Theme: Connectors/Optics Modules. High-speed data transfer (800G to 1.6T) necessitates fiber components with high margins. Co: Fujikura (5803.T). Thesis: High Operating Profit Margin (OPM) beneficiary of GPU cross-connects increasing usage of optical multi-core connectors. Evidence: Holds high market share in multi-core optical cables/connectors for DC/AI server apps Power Supply Theme: AI Rack Power Supply. High power density requires specialized high-share vendors. Co:"
X Link 2025-10-14T08:17Z 5100 followers, XXX engagements
"Asters quiet turnaround: 1) Kerala cluster margin at XXXX% (up XXX bps YoY) 2) Andhra & Telangana cluster margin jumped QoQ from XXX% XXXX% 3) Aster Labs margins surged from XX% 17.8%; ROCE XX% 4) Medical Value Travel revenue +49% YoY Aster is a textbook cluster + labs recovery story with operating leverage finally showing"
X Link 2025-11-19T08:10Z 5101 followers, XXX engagements
"Max Healthcare the through-cycle compounding machine: 1) 20th consecutive quarter of growth 2) Network gross revenue +21% YoY; occupied bed days +19% YoY ARPOB +3% 3) Existing units: XX% like-for-like revenue growth XX% occupancy XXXX% EBITDA margin (+90 bps YoY) 4) New units (Jaypee Dwarka) contributed XXX cr revenue; Dwarka turned EBITDA positive in just X months. Max has cracked the code on brownfield scale-up without margin collapse"
X Link 2025-11-19T08:10Z 5102 followers, XXX engagements
"Ancillary & digital optionality turning into real P&L: Max: 1) Max@Home: XX cr Q2 revenue +20% YoY 2) Max Lab: XX cr +16% YoY XX% EBITDA margin 3) Digital channels XX cr; XX% of total revenue; website sessions +53% YoY 4) Multiple AI projects in radiology pre-OPD search GenAI pilots. Apollo: Apollo 24/7: 1) X mn new users in Q2; total XX mn 2) GMV XXX cr +16% YoY; aiming to get back to 2530% growth Aster Labs: margins up to XXXX% ROCE XX% external business +31% YoY. Fortis/Agilus: 1) Revenue XXX cr (+7.1% YoY) XXXX% EBITDA margin 2) X new labs 200+ new touchpoints; XX new tests; strong AI-led"
X Link 2025-11-19T08:10Z 5101 followers, XXX engagements
"So who really nailed Q2 FY26 If you look for: 1) Near/above XX% revenue growth 2) Stable or expanding margins despite capex 3) Clear medium-term growth levers (beds + CGHS + digital/specialty mix) Three names stand out consistently: Max Healthcare Narayana Health and Fortis"
X Link 2025-11-19T08:10Z 5102 followers, XXX engagements
"Max Healthcare the all-weather compounder XX% revenue growth sector-leading 27%+ margins (existing units at 27.5%). Brownfield-heavy strategy = lower margin drag. Faster breakeven on new assets (Dwarka in X months). Massive bed pipeline + CGHS tailwind (200 cr EBITDA-accretive opportunity) + strong digital & ancillaries. Max combines scale profitability and runway in a way very few in the sector do"
X Link 2025-11-19T08:10Z 5102 followers, XXX engagements
"Strong but work-in-progress Q2s: 1) KIMS best volume momentum; great long-term story in affordable large format hospitals but currently in heavy investment phase. 2) Aster strong cluster/labs turnaround; margins improving MVT strong but still in early innings of scaled profitability reset. 3) Medanta double-digit volume growth and strong MVT but large new assets (Noida Mumbai) will decide how clean the P&L looks ahead. 4) Apollo mix-led growth and digital bets; valuation will depend on how much of this mix premium is already priced in"
X Link 2025-11-19T08:10Z 5102 followers, XXX engagements
"Margins: new hospitals usually hurt but not for everyone. Q2 highlights on YoY margin expansion (hospital business): 1) NH: +210 bps 2) Fortis: +150 bps 3) Aster (India): +53 bps Max Healthcare: modest headline expansion but existing units improved XX bps YoY to XXXX% Fortis NH & Max still sit at the top of sector margin tables"
X Link 2025-11-19T08:10Z 5101 followers, XXX engagements
"At a sector level X big themes: 1) Demand is intact: higher realizations + richer case mix 2) Everyone is in capex mode: brownfield + greenfield + O&M 3) New hospitals are dragging margins for some while others are expanding margins despite adding beds This Q2 was basically an exam in execution under expansion"
X Link 2025-11-19T08:10Z 5101 followers, XXX engagements
"Capacity expansion whos swinging the biggest bat 1) Max Healthcare: Plans to add 8300+ beds (vs 5200 now); 4800 beds over next XX years. NCR + Mumbai heavy. 2) Narayana Health (NH): moving towards 7600+ beds with focused bets in Bangalore & Kolkata. 3) KIMS: 2100+ beds in pipeline over already 6114; South & West India focus. 4) Aster: targeting 7800+ beds India; 10360+ beds post QCIL merger. 5) Fortis: XXX beds already added in H1 another 300400 beds in FY27 via brownfield/O&M. 6) Apollo: aiming XX% organic growth + X% from new beds over X yrs; X new units across FY26/Q1FY27. 7) Medanta:"
X Link 2025-11-19T08:10Z 5101 followers, 1019 engagements
"If youre tracking the hospital space post Q2 FY26 and want clarity on where execution is already visible vs where its still a promise: Core standouts this quarter: 👉 Max Healthcare 👉 Narayana Health 👉 Fortis The rest of the pack isnt weak theyre just at different points on the capex ramp-up margin normalization curve"
X Link 2025-11-19T08:10Z 5101 followers, 1726 engagements
"2-Wheeler Instrument Clusters (Lens Mask Assembly) As the market is shifting from analog to digital speedometers this lens mask assembly gets utilised a lot into that. Think of this as the screen protector of the display in front of your Activa and SJS is here is the only company in the country that has a compelete integrated and in-house solution of for this lens mask. Plastic cover -- Screen Printing on plastic cover -- Moulding it in the way that it is ready for the final installation"
X Link 2025-12-10T07:32Z 5198 followers, XXX engagements
"In-Mold Electronics (IME) - Developing a new vertical They are testing technology that integrates electronics directly into plastic using conductive inks eliminating PCBs and soldering. They already have a localized touch panel for Samsung washing machines where the ink responds only to an adult finger (a safety feature). This is still in the Proof of Concept stage but it shows R&D depth. This is currently being sent to customers for approvals"
X Link 2025-12-10T07:32Z 5198 followers, XXX engagements
"Also company is developing this new product that has graphics printed write on the plastic part and not a Decal sticker that needs to get installed This has X core benefits - First makes the life of OEM very easy while the product assembly and Second reduces the weight of the vehicle that helps increase the mileage for 2W. Can have a high adoption in EVs for this product and is currently is in OEM approval stage"
X Link 2025-12-10T07:32Z 5198 followers, XXX engagements
"3D Luxe / Comex- A European RoHS-friendly technology using sandwich materials and laser cutting; eco-friendly alternative. Aluminum Badges- Formed and printed aluminum sheets supplied to brands like Kia Hyundai and Royal Enfield PU Dome- Printed parts with a clear polyurethane dome and embossing for 3D effects Hot Foiling- An eco-friendly cost-effective alternative to chrome plating used by Stellantis and TVS Raider"
X Link 2025-12-10T07:32Z 5198 followers, XXX engagements