# ![@exencial_RP Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1714522190157103104.png) @exencial_RP Exencial Research Partners

Exencial Research Partners posts on X about strong, business, india, finance the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1714522190157103104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714522190157103104/c:line/m:interactions.svg)

- [--] Week [------] -17%
- [--] Month [-------] -1.30%
- [--] Months [---------] +176%
- [--] Year [---------] +90%

### Mentions: [--] [#](/creator/twitter::1714522190157103104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714522190157103104/c:line/m:posts_active.svg)

- [--] Week [---] -36%
- [--] Month [---] +63%
- [--] Months [-----] +203%
- [--] Year [-----] -48%

### Followers: [------] [#](/creator/twitter::1714522190157103104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714522190157103104/c:line/m:followers.svg)

- [--] Week [------] +1.80%
- [--] Month [------] +8.30%
- [--] Months [------] +63%
- [--] Year [------] +120%

### CreatorRank: [-------] [#](/creator/twitter::1714522190157103104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714522190157103104/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.05% [countries](/list/countries)  9.02% [stocks](/list/stocks)  1.64% [currencies](/list/currencies)  0.82% [technology brands](/list/technology-brands)  0.41% [travel destinations](/list/travel-destinations)  0.41%

**Social topic influence**
[strong](/topic/strong) #1483, [business](/topic/business) 7.38%, [india](/topic/india) 6.97%, [finance](/topic/finance) #2754, [in the](/topic/in-the) 3.69%, [growth](/topic/growth) #607, [core](/topic/core) #2397, [debt](/topic/debt) #1020, [future](/topic/future) 3.28%, [target](/topic/target) #1774

**Top accounts mentioned or mentioned by**
[@thrasher4561](/creator/undefined) [@fin_trd](/creator/undefined) [@sidg9_](/creator/undefined) [@0yqxing](/creator/undefined) [@richardbranson](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@exencialrp](/creator/undefined) [@grok](/creator/undefined) [@zackerymarchet](/creator/undefined) [@aniketm14434360](/creator/undefined) [@mariosurjan](/creator/undefined) [@imruchit](/creator/undefined) [@akshayd07516812](/creator/undefined)

**Top assets mentioned**
[HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Accenture (ACN)](/topic/accenture) [Brookfield Corporation (BN)](/topic/$bn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Emmvee Photovoltaic Power Riding on Tech Too Cheap to Ignore - Buy India's solar installations are set to grow at a 24% Cagr over FY25-28E.Emmvee's early entry in TOPCon superior DCR-driven profitability and adequately-funded balance sheet are a competitive edge. Industry profitability should normalize FY28E onward but we expect high-teens steady state RoCE. We project 56% Ebitda Cagr over FY25-28E and price Emmvee at 9x fwd EV/Ebitda. Stock trades at 50% discount to peers. Initiate at Buy with PT Rs [---]. Emmvee early entrant in TOPCon tech in India Normalized margins likely to align to"  
[X Link](https://x.com/exencial_RP/status/2008789393767887352)  2026-01-07T06:34Z 12.1K followers, [----] engagements


"Jupiter Wagons Limited reported a mixed Q3 FY26 showing a 13.3% QoQ revenue growth and a 35.3% QoQ PAT rebound signaling an operational turnaround. However revenue declined 13.5% YoY and the 12.66% EBITDA margin was below the 14-15% guidance making the full-year revenue target of [----] Crores appear extremely difficult to achieve. Positive Factors Revenue grew 13.3% QoQ to [--------] lakhs (890.36 Crores). PAT (attributable to owners) rebounded 35.3% QoQ to [-------] lakhs (62.99 Crores). Profit before tax grew 27.9% QoQ to [-------] lakhs (86.83 Crores). Cost of materials as a percentage of revenue"  
[X Link](https://x.com/exencial_RP/status/2021596335393095945)  2026-02-11T14:45Z 12.1K followers, [---] engagements


"Talbros Automotive Components Ltd. reported a strong profitability beat in Q3 FY26 with EBITDA margin of 18.61% exceeding management guidance. Net profit grew 17.73% QoQ significantly boosted by robust joint venture performance. Strategic initiatives like a planned leadership transition and investment in captive solar power position the company for long-term operational efficiency and growth despite muted revenue. Positive Factors EBITDA margin was 18.61% exceeding management guidance of 16.5%-17%. Net profit grew 17.73% QoQ to [-------] lacs. Share in profit of joint ventures grew 26.77% QoQ"  
[X Link](https://x.com/exencial_RP/status/2021600109948232116)  2026-02-11T15:00Z 12.1K followers, [---] engagements


"Fiem Industries reported strong Q3 FY26 results with revenue growing 16.35% YoY within guidance and PAT increasing 34.78% YoY. Operational efficiency improved with EBITDA margins expanding [---] bps YoY to 14.16% driven by better cost of materials management. The company demonstrated good execution by delivering within its revenue and margin guidance supported by a debt-free balance sheet. Positive Factors Revenue from operations grew 16.35% YoY to [--------] lakhs. Profit after Tax (PAT) increased 34.78% YoY to [-------] lakhs. EBITDA margin improved [---] bps YoY to 14.16%. PAT margin improved 124"  
[X Link](https://x.com/exencial_RP/status/2021582493586276657)  2026-02-11T13:50Z 12.1K followers, [---] engagements


"Alpine Macro U.S. And China Drive Record Orbital Launch Space Assets: Critical Links For AI Connectivity Follow us for more insights like this "  
[X Link](https://x.com/exencial_RP/status/2021608753754431534)  2026-02-11T15:34Z 12.1K followers, [---] engagements


"Patanjali Foods reported its highest-ever quarterly revenue driven by 38.93% YoY growth in the FMCG segment which became the primary profit contributor. However consolidated EBITDA declined 15.39% YoY due to a 57.94% fall in Edible Oils profitability from volatile raw material costs. The reported PAT was inflated by a one-time tax credit masking underlying operational challenges. Positive Factors Highest-ever quarterly revenue from operations at [--------] Crores. Consolidated revenue grew 16.53% YoY and 7.23% QoQ. FMCG segment revenue grew 38.93% YoY to [-------] Crores. FMCG segment profit"  
[X Link](https://x.com/exencial_RP/status/2021616468320752059)  2026-02-11T16:05Z 12.1K followers, [---] engagements


"GS One [--] Improving growth visibility and skewed risk-reward; upgrade to Buy We are Buy rated on Paytm with a 12-month price target of Rs1570. Our price target is based on 50% DCF (WACC of 13% and 5% terminal growth) and 50% on a 69x P/E multiple applied to our FY28E EPS (adjusted for PnL tax). Key downside risks include regulatory headwinds slower-than-expected scale up of financial services business higher competitive intensity and sub-optimal capital allocation. Major regulatory considerations for Paytm #Paytm risk reward analysis Paytm target price summary"  
[X Link](https://x.com/exencial_RP/status/1994276610799988866)  2025-11-28T05:26Z 12.1K followers, [----] engagements


"Akzo Nobel India (AKZOINDIA) The JSW Transformation Deep Dive Akzo Nobel India (Dulux) is no longer a premium MNC play. It is now JSW Groups weapon to disrupt the $8.85 Billion Indian paints market. This is the most aggressive corporate pivot in the sector. Heres the complete business breakdown and what investors need to know about the new AKZOINDIA. (1/9)"  
[X Link](https://x.com/exencial_RP/status/2001251310272970972)  2025-12-17T11:21Z 12K followers, [----] engagements


"Nomura On Indraprastha Gas Upgrade to Buy on attractive valuation Margins to get support from lower tax and transmission tariffs; DTC transition nearing end to aid volume growth Upgrade to Buy with a higher DCF-based TP of INR230 implying 24% upside We cut FY26F EPS by 3% to reflect further depreciation in INR vs USD. Our EPS estimates for FY27/28F are up by 5%/4% to reflect likely margin improvement from lower Gujarat VAT and transmission tariffs as discussed above. Our volume estimates remain largely intact as we incorporate 6.5%-6.6% y-y volume growth in FY27/28F. We upgrade IGL to Buy"  
[X Link](https://x.com/exencial_RP/status/2001480033299275828)  2025-12-18T02:30Z 12K followers, [---] engagements


"UBS India Telecom Sector [----] was uneventful could [----] be different Stock thesis: Sector fully priced in RIL preferred as an indirect play We have a Sell rating on Bharti Airtel and Neutral on VIL and Indus with modest changes in our earnings and price targets (Figure [--] India telco comps table ). We believe risk reward for the sector is balanced with likely VIL relief priced into both VIL and Indus shares and risk of execution still in place. Our only Buy rated name in the universe is RIL where we continue to see value unlocking and earnings upgrades across its three core verticals. [----] was"  
[X Link](https://x.com/exencial_RP/status/2008908024031658463)  2026-01-07T14:26Z 12K followers, [----] engagements


"Adani Green Energy reported strong operational capacity growth of 48% YoY and a 21.4% increase in power supply revenue. However profitability severely deteriorated with PAT declining 98.9% and EPS turning negative due to surging finance and depreciation costs from aggressive expansion. The company successfully completed warrant conversions utilizing funds for debt repayment. Positive Factors Revenue from Power Supply grew 21.4% YoY to [----] Cr. Operational capacity increased 48% YoY to [-----] MW. EBITDA grew 13.0% YoY to [----] Cr. EBITDA margin improved [--] bps to 93.9%. Completed conversion of"  
[X Link](https://x.com/exencial_RP/status/2014618594685092075)  2026-01-23T08:37Z 12K followers, [---] engagements


"UltraTech Cement reported Q3 FY26 results with consolidated revenue up 22.78% YoY and PAT up 26.92% YoY. The company achieved a [---] bps EBITDA margin expansion and 29.4% like-for-like domestic grey cement volume growth. Debt-equity ratio improved to 0.30x and [---] mtpa capacity was commissioned with plans for [----] mtpa more. Positive Factors Consolidated Revenue from Operations grew 22.78% YoY to [--------] crores. Domestic grey cement volumes grew 29.4% YoY on a like-for-like basis. Consolidated EBITDA grew 35.3% YoY to [-------] crores. Consolidated EBITDA margin expanded [---] bps YoY to 17.94%."  
[X Link](https://x.com/exencial_RP/status/2014971285219246441)  2026-01-24T07:59Z 12K followers, [---] engagements


"SBI Life reported robust 21.82% YoY Net Premium Income growth and a significant positive swing in investment income. A favorable SAT ruling on the Sahara India Life Insurance transfer provides a key regulatory unlock. However Profit After Tax growth was a modest 4.71% YoY impacted by a sharp 45.60% rise in Expenses of Management and a concerning decline in the 61st-month persistency ratio. Positive Factors Net Premium Income grew 21.82% YoY to [-------] lakhs. First Year Premium grew 22.76% YoY Renewal Premium grew 20.76% YoY and Single Premium grew 24.00% YoY. Income from investments swung"  
[X Link](https://x.com/exencial_RP/status/2016471566843093391)  2026-01-28T11:21Z 12.1K followers, [---] engagements


"Bosch Home Comfort India reported 10.2% YoY and 17.4% QoQ revenue growth in a seasonally weak quarter indicating market preparation. While profitability deteriorated YoY with an operating loss there was a sequential improvement in operating and net losses. The company faces margin pressures and a regulatory overhang to restore public shareholding. Positive Factors Revenue from operations grew 10.2% YoY to [------] million. Revenue from operations grew 17.4% QoQ. Operating loss before exceptional items improved 60.3% QoQ to (169.5) million. Net loss narrowed 52.4% QoQ to (190.3) million. EPS"  
[X Link](https://x.com/exencial_RP/status/2016502269152215194)  2026-01-28T13:23Z 12K followers, [---] engagements


"BOFA on Larsen & Toubro Ltd Tenth quarter of beating estimates"  
[X Link](https://x.com/exencial_RP/status/2016696437870911693)  2026-01-29T02:14Z 12K followers, [----] engagements


"Finolex Industries reported a mixed Q3 FY26 with 23.46% YoY PAT growth and significant EBITDA margin expansion to 14.93% aligning with management's margin recovery focus and efficient debt management. However revenue declined by 10.34% YoY and profitability was significantly aided by inventory changes alongside a total comprehensive loss due to fair value changes in equity instruments. Positive Factors Consolidated PAT increased by 23.46% YoY to [------] Crore. Consolidated PBT grew by 40.40% YoY to [------] Crore. Consolidated EBITDA grew by 33.06% YoY to [------] Crore. Consolidated EBITDA Margin"  
[X Link](https://x.com/exencial_RP/status/2017811860880560208)  2026-02-01T04:06Z 12K followers, [---] engagements


"Most tech companies are like general doctors they fix everything from Wi-Fi to websites. Latent View is the "Brain Surgeon." They are a pure-play analytics firm. They only do one thing: high-end math and AI to help leaders make better choices. This focus is their secret sauce. (2/10)"  
[X Link](https://x.com/exencial_RP/status/2017859198932160546)  2026-02-01T07:14Z 12K followers, [---] engagements


"In the world of finance debt is a heavy backpack. Latent View They have ZERO debt. Not a single penny owed to banks. Plus theyre sitting on a massive "piggy bank" of over [----] Cr in cash to fund future growth. (3/10)"  
[X Link](https://x.com/exencial_RP/status/2017859201322914072)  2026-02-01T07:14Z 12K followers, [---] engagements


"UBS IDFC First Bank Higher credit cost impacts earnings Valuation: Maintain Sell rating; PT unchanged at Rs75 We maintain our Sell rating with an unchanged price target of Rs.75. Our price target implies a target multiple of 1.3x FY27E P/BV"  
[X Link](https://x.com/exencial_RP/status/2018144841650368816)  2026-02-02T02:10Z 12K followers, [----] engagements


"Varun Beverages Ltd. reported strong Q4 and FY2025 results with FY2025 EBITDA margin of 24.3% exceeding management guidance of 21% by [---] basis points. Profitability was bolstered by a 62.3% reduction in finance costs and strategic international expansion initiatives positioning the company for continued growth despite full-year revenue being slightly below expectations. Positive Factors Q4 CY25 Revenue from operations grew 13.5% YoY to [-------] crore. FY2025 Net Profit After Tax (attributable to owners) grew 17.0% YoY to [-------] crore. FY2025 consolidated EBITDA margin expanded to 24.3% from"  
[X Link](https://x.com/exencial_RP/status/2018582925592391951)  2026-02-03T07:10Z 12K followers, [---] engagements


"🥤 Imagine owning the rights to quench the thirst of 1/6th of the global population. Varun Beverages (VBL) has evolved from a local bottler into a global industrial architect controlling nearly 90% of PepsiCos beverage volume in India. Heres why investors are obsessed. 👇 (1/10)"  
[X Link](https://x.com/exencial_RP/status/2018647798456127999)  2026-02-03T11:28Z 12K followers, [----] engagements


"Choice International Limited delivered a very strong Q3 FY26 significantly surpassing revenue and margin guidance with 44.91% YoY revenue growth and 36.84% operating EBITDA margin. The Advisory Services segment was a key driver with exceptional growth and margin expansion complemented by a turnaround in the NBFC business. This performance highlights superior execution and strategic initiatives positioning the company for continued outperformance. Positive Factors Consolidated Revenue from Operations grew 44.91% YoY to [--------] lakhs. Consolidated Profit After Tax increased 113.50% YoY to"  
[X Link](https://x.com/exencial_RP/status/2018692760749170820)  2026-02-03T14:27Z 12K followers, [---] engagements


"Pidilite Industries reported solid Q3 FY26 results with 10.12% YoY revenue growth and 11.87% YoY PAT growth. The company demonstrated good cost management and delivered EBITDA margin at the upper end of its guided range driven by robust performance in the Consumer & Bazaar segment. However the Business to Business segment faced challenges with declining EBIT and margin contraction. Positive Factors Revenue from Operations grew 10.12% YoY to [-------] Crores. Gross Margin improved with cost of materials consumed as a percentage of revenue improving to 36.72% from 39.82% YoY. EBITDA Margin"  
[X Link](https://x.com/exencial_RP/status/2018716546450030731)  2026-02-03T16:01Z 12K followers, [---] engagements


"BofA Bubble Risk Indicator during historical asset bubbles Looking at eight historical asset bubbles from a distributional lens using the BRI methodology reveals increasingly elevated returns vol momentum and fragility in the asset bubble formation process as seen by rising levels of the indicator towards 1"  
[X Link](https://x.com/exencial_RP/status/2018850743130960127)  2026-02-04T00:55Z 12K followers, [---] engagements


"BOFA on Varun Beverages Business recovers in the off-season; Eyes on the summer now"  
[X Link](https://x.com/exencial_RP/status/2018880119595839531)  2026-02-04T02:51Z 12K followers, [----] engagements


"BIG STORY PLAYING OUT NOW Infosys ADR -6% Wipro ADR -6% Cognizant -10% Gartner -25% Accenture -10% EPAM -13% Globant-10% Why Anthropic's new AI automation tool- fears that it could eat into core biz of data & info svcs firms. Anthropic has released a new AI tool built on Claude aimed at automating legal and compliance workflows. The tool leverages large language models with structured document understanding for contract review policy checks and data extraction. It integrates into enterprise workflows reducing reliance on traditional rule-based legal software. This has raised disruption"  
[X Link](https://x.com/exencial_RP/status/2018888944755351984)  2026-02-04T03:26Z 12.1K followers, [----] engagements


"Redington reported robust consolidated revenue growth of 15.74% YoY driven by the SISA segment. The company demonstrated strong execution in reducing finance costs by 32.51% QoQ and turning around the ROW segment's profitability leading to a significant improvement in its debt-equity ratio. However overall EBITDA margins contracted and fell below management's guidance while the SISA segment experienced margin pressure despite high revenue growth. Positive Factors Consolidated revenue grew 15.74% YoY to [--------] Cr. Finance costs declined 32.51% QoQ to [-----] Cr. ROW segment PBT grew 69.04%"  
[X Link](https://x.com/exencial_RP/status/2019040747820073249)  2026-02-04T13:30Z 12K followers, [---] engagements


"UBS On Trent Ltd Q3 manages to surprise on earnings positively"  
[X Link](https://x.com/exencial_RP/status/2019248140876906990)  2026-02-05T03:14Z 12K followers, [----] engagements


"UBS GLobal Lithium supply-demand model"  
[X Link](https://x.com/exencial_RP/status/2019252139583791131)  2026-02-05T03:30Z 12.1K followers, [----] engagements


"Ambit Cognizant Technology Outperformance continues; cheap to play turnaround Margin increase drives 0.5-1.0% EPS upgrade; TP at USD90 (unchanged)"  
[X Link](https://x.com/exencial_RP/status/2019306679394017414)  2026-02-05T07:06Z 12.1K followers, [---] engagements


"Suzlon Energy delivered a very strong Q3 FY26 with 42.4% YoY revenue growth highest-ever quarterly deliveries and a record [---] GW order book positioning it to exceed full-year guidance. While profitability improved and the balance sheet strengthened increased trade receivables and inventory capitalization are key monitorables. Positive Factors Consolidated revenue grew 42.4% YoY to [-------] crores. Highest-ever quarterly wind turbine deliveries of [---] MW. EBITDA grew 47.8% YoY to [---] crores with margin improving to 17.5% from 16.8% YoY. Order book reached a new high of [---] GW with [---] GW order"  
[X Link](https://x.com/exencial_RP/status/2019339966875123817)  2026-02-05T09:19Z 12K followers, [---] engagements


"The Govt just announced a [--] Trillion project for a multi-layered air defense system. Being specialists in radar signal processing and sensor fusion Data Patterns is essentially the "first-choice" partner for this massive modernization wave. (8/10)"  
[X Link](https://x.com/exencial_RP/status/2019361795119673447)  2026-02-05T10:45Z 12K followers, [--] engagements


"Defense investing isn't for the faint of heart. Contracts are "lumpy" big wins followed by quiet quarters. Their "Debtor Days" are high (300 days) because the Govt takes time to pay. You need a long-term horizon to ride out the quarterly volatility. (9/10)"  
[X Link](https://x.com/exencial_RP/status/2019361797741113733)  2026-02-05T10:45Z 12K followers, [---] engagements


"BOFA On Pidilite Industries Consistent strategy execution positive; Up to Buy post the stock underperformance Raising estimates and rolling forward PO to Rs1630 Factoring in 3QFY26 results and recent business trends we raise our earnings estimates by 3-5%.Roll forward PO by 6-monthsto Rs1630 (vs. Rs1480previously)based on 56xFY28E consolidated EPS (vs. 56x Sept-27E).Our target multiple is maintained close to the stock's average valuation over the last [--] years and remains at a discount tothelast5-year average multiple. We estimate 10% revenue/12% EPS CAGR over FY25-28Ewhich is quite healthy"  
[X Link](https://x.com/exencial_RP/status/2019579712004296907)  2026-02-06T01:11Z 12.1K followers, [---] engagements


"State Bank of India reported strong Q3 FY26 results driven by robust 15.51% YoY advances growth outpacing the industry and meeting the high end of guidance. Asset quality improved significantly to multi-year lows with Gross NPA at 1.57% and Net NPA at 0.39%. Strong operational efficiency led to a 29.21% YoY increase in Pre-Provision Operating Profit indicating superior execution and a positive outlook. Positive Factors Consolidated Net Profit grew 13.07% YoY to [--------] crore. Consolidated Pre-Provision Operating Profit (PPOP) grew 29.21% YoY to [--------] crore. Consolidated Non-Interest"  
[X Link](https://x.com/exencial_RP/status/2020134200687653075)  2026-02-07T13:55Z 12K followers, [---] engagements


"Earning Insights - Asia Pacific Ex JApan Result Summary: [---] companies (41% of MXAPJ cap) have reported CY4Q25 earnings are +40% yoy / +3% qoq so far; Actual CY2025 earnings are tracking at 101% of full-year consensus estimates Summary of 4Q/12M25 earnings results: Net profit growth (yoy and sequential) and CY25 actual as % of full-year estimates 4Q25 earnings surprises (vs. consensus) have been slightly below historical seasonality with 34% beats vs. 46% misses and a median surprise of -4% Taiwan and China have seen the most companies beating consensus Q4 expectations while Thailand and"  
[X Link](https://x.com/exencial_RP/status/2020302352683807014)  2026-02-08T01:03Z 12K followers, [----] engagements


"BOFA Asia tech stocks bubbly Asia Tech 4* as % of Taiwan/Korea/Hang Seng market cap"  
[X Link](https://x.com/exencial_RP/status/2020309805018321246)  2026-02-08T01:32Z 12K followers, [---] engagements


"India On Nuclear Power India announced plans to achieve 100GW nuclear installed capacity by [----] from [--] GW operational capacity as of Mar25. Recently the Indian Parliament passed the new nuclear bill which supersedes the earlier laws. The three key points that stand-out in the bill are: Private sector participation: For the first time private sector has been clearly allowed to participate in nuclear operations via a licenseas owners/ operators of nuclear plants U-235 enrichment to the extent permissable import-export of nuclear fuel etc. A few activities have still been kept under central"  
[X Link](https://x.com/exencial_RP/status/2020311611056247074)  2026-02-08T01:39Z 12K followers, [----] engagements


"How @richardbranson started Airlines With No Money Good insights by @MohnishPabrai"  
[X Link](https://x.com/exencial_RP/status/2020390873385824580)  2026-02-08T06:54Z 12K followers, [----] engagements


"Foreign net flows into equities Weekly net foreign equity flow trends across Asia/EMs (USD mn)"  
[X Link](https://x.com/exencial_RP/status/2020661957532246519)  2026-02-09T00:52Z 12K followers, [---] engagements


"BofAe Potential substitution of energy imports from Russia to US (US$bn) 100% substitution of Russian oil by US oil could translate into US$231bn of imports over five years"  
[X Link](https://x.com/exencial_RP/status/2020683572294848727)  2026-02-09T02:18Z 12K followers, [---] engagements


"BOFA Bharti Airtel Ltd. 9MFY26: Better profitability lower capex intensity; MW despite tight valuation"  
[X Link](https://x.com/exencial_RP/status/2020690292375269672)  2026-02-09T02:44Z 12K followers, [---] engagements


"BOFA State Bank of India 3Q26 Accelerated growth with stable NIM; RoA at 1.2% Heat map key quarterly financial metrics"  
[X Link](https://x.com/exencial_RP/status/2020691216858480837)  2026-02-09T02:48Z 12K followers, [---] engagements


"UBS Hindustan Aeronautics Ltd Weak-long term outlook; downgrade to Sell Valuation: Multiple challenges ahead; downgrade from Neutral to Sell HNAL's manufacturing business is trading at an implied market cap of Rs550bn (55x [--] month-forward earnings much higher than UBS's industrial coverage) Whats Priced In"  
[X Link](https://x.com/exencial_RP/status/2020713864351084676)  2026-02-09T04:18Z 12.1K followers, [---] engagements


"UBS State Bank of India Beat led by other income and lower provisions Valuation: Maintain Neutral; raise PT to Rs1120 (from Rs1030) We maintain Neutral and raise our SOTP based PT to Rs1120 to incorporate EPS changes. We value core bank at Rs850 (implying 1.3x June 2027E P/BV); subs at Rs270"  
[X Link](https://x.com/exencial_RP/status/2020720564349136990)  2026-02-09T04:45Z 12K followers, [---] engagements


"Sourcing is everything. Jain has a global scavenger hunt running across [---] countries They import bulk scrap from the US Europe and South America bringing it to their massive facilities in Chennai. This global arbitrage allows them to keep the engines running even when domestic supply is tight. (3/10)"  
[X Link](https://x.com/exencial_RP/status/2020723976071446626)  2026-02-09T04:58Z 12K followers, [---] engagements


"In the metal world trust is currency. Their "JAIN 9998" Lead brand is registered with the London Metal Exchange (LME). This is the equivalent of a "blue tick" for quality allowing their products to be traded on global exchanges and command benchmark pricing. (4/10)"  
[X Link](https://x.com/exencial_RP/status/2020723978873249960)  2026-02-09T04:58Z 12K followers, [---] engagements


"The Numbers are Explosive: Check this growth trajectory: FY25 Revenue: [----] Cr (Up 61% YoY) 3-Year CAGR: Over 50% Post-IPO status: Debt has been drastically reduced transforming a "geared" balance sheet into a lean growth-ready machine. (5/10)"  
[X Link](https://x.com/exencial_RP/status/2020723981427650722)  2026-02-09T04:58Z 12K followers, [--] engagements


"The "EPR" (Extended Producer Responsibility) super-cycle starts in April [----]. New laws will force big manufacturers to prove they are recycling. As the biggest organized player Jain is the "default partner" for global brands looking to stay compliant. (9/10)"  
[X Link](https://x.com/exencial_RP/status/2020723991569485930)  2026-02-09T04:58Z 12K followers, [---] engagements


"Jain Resource Recycling is sitting at the intersection of the EV boom ESG mandates and Indias manufacturing push. With the Ahmedabad JV coming online and copper margins set to expand the "Circular Economy" has a new leader. #StockMarketIndia #Investing #JainResource #GreenEnergy #CircularEconomy (10/10)"  
[X Link](https://x.com/exencial_RP/status/2020723994077626802)  2026-02-09T04:58Z 12K followers, [---] engagements


"LOTUSDEV reported robust Q3 FY26 results with 92.75% YoY revenue growth and a sharp recovery in EBITDA margins to 35.46% aligning with guidance. PAT margin of 31.35% exceeded the guided range. However delays in IPO proceeds utilization and an ambitious Q4 revenue target present execution challenges. Positive Factors Consolidated revenue from operations grew 92.75% YoY to [-------] million. Consolidated revenue from operations grew 27.21% QoQ to [-------] million. EBITDA margin recovered to 35.46% in Q3 FY26 from 28.63% in Q2 FY26. PAT margin of 31.35% exceeded the guided range of 25-30%. PAT grew"  
[X Link](https://x.com/exencial_RP/status/2020762339528892881)  2026-02-09T07:31Z 12K followers, [---] engagements


"Jyothy Labs reported mixed Q3 FY26 results with 5.1% YoY revenue growth accelerating from prior quarters but profitability declined due to input costs and an unfavorable inventory adjustment. A key positive is the Household Insecticides segment's turnaround to near breakeven significantly ahead of its 4-6 quarter plan demonstrating strong execution in a challenging environment. However EBITDA margins missed management's guidance and the Dishwashing segment continued to struggle. Positive Factors Revenue from operations grew 5.1% YoY to [-----] lacs accelerating from 0.4% in Q2 FY26 and 0.9% in"  
[X Link](https://x.com/exencial_RP/status/2020768379326656617)  2026-02-09T07:55Z 12K followers, [---] engagements


"KPRMILL's Q3 FY26 consolidated results showed a 4.04% YoY revenue decline with PAT growing 3.14% largely due to inventory capitalization. However the standalone textile business demonstrated healthy revenue growth of 6.60% YoY and PAT growth of 3.65% YoY indicating resilience in core operations. The sugar segment faced significant revenue decline but improved profitability through cost management. Positive Factors Consolidated PAT grew 3.14% YoY to [-----] Lakhs. Consolidated EBITDA margin improved to 20.07% from 19.76% YoY and 19.25% QoQ. Standalone revenue grew 6.60% YoY to [------] Lakhs."  
[X Link](https://x.com/exencial_RP/status/2020773401418207306)  2026-02-09T08:14Z 12K followers, [---] engagements


"Zydus Lifesciences reported robust consolidated revenue growth of 30.3% YoY primarily driven by recent acquisitions. However this was overshadowed by a significant [---] basis points QoQ contraction in EBITDA margin and a 17.2% QoQ decline in net profit. The newly acquired consumer business turned loss-making and standalone operations showed considerable weakness raising concerns about profitability and execution. Positive Factors Consolidated revenue grew 30.3% YoY to INR [-----] Million driven by acquisitions. Consolidated revenue grew 12.1% QoQ to INR [-----] Million. Pharmaceuticals segment"  
[X Link](https://x.com/exencial_RP/status/2020785996065882245)  2026-02-09T09:05Z 12K followers, [---] engagements


"Venky's reported a significant operational turnaround in Q3 FY26 swinging to a profit of [-----] Crores from a loss in the previous quarter driven by a 19.89% QoQ revenue growth and a [----] bps QoQ EBITDA margin expansion. The core Poultry segment's strong recovery and improved realizations validate management's guidance for a better H2 FY26 signaling a major positive inflection for the company. Positive Factors Revenue from operations grew 19.89% QoQ to [-----] Lakhs. Company swung to a profit before tax of [----] Lakhs from a loss of [----] Lakhs in Q2 FY26. Profit after tax was [----] Lakhs up"  
[X Link](https://x.com/exencial_RP/status/2020799846349946982)  2026-02-09T10:00Z 12.1K followers, [---] engagements


"EMIL's Q3 FY26 showed operational recovery with 21.92% QoQ revenue growth and EBITDA margin expansion to 6.13% meeting full-year guidance. Net profit declined 11.52% YoY due to increased finance costs depreciation and an exceptional charge indicating mixed financial performance. Positive Factors Revenue from operations grew 21.92% QoQ to [--------] million reflecting demand recovery. EBITDA margin expanded to 6.13% in Q3 FY26 from 5.13% in Q2 FY26 and 5.63% in Q3 FY25 achieving full-year guidance of 6%. Gross Margin improved to 14.32% in Q3 FY26 from 14.07% in Q2 FY26 and 14.27% in Q3 FY25"  
[X Link](https://x.com/exencial_RP/status/2020806379582419211)  2026-02-09T10:26Z 12.1K followers, [---] engagements


"Suprajit's Q3 FY26 results show strong standalone performance but consolidated profitability collapsed due to severe margin contraction and challenges in turning around acquired SCS assets. Consolidated EBITDA margin significantly missed guidance leading to a substantial PAT decline. The immediate outlook is clouded by execution issues and margin pressures from overseas subsidiaries. Positive Factors Consolidated revenue grew 17.72% YoY to INR [-------] million. Standalone revenue grew 8.26% YoY to INR [-------] million outperforming the underlying automotive industry growth. Standalone EBITDA"  
[X Link](https://x.com/exencial_RP/status/2020813677788791128)  2026-02-09T10:55Z 12.1K followers, [---] engagements


"CEIGALL reported mixed Q3 FY26 results with strong 19.34% YoY revenue growth exceeding management's required run-rate and a strategic asset monetization deal of Rs. [---] crores. However profitability faced pressure with consolidated EBITDA margins contracting to 14.04% and missing guidance alongside a reported loss in the Annuity Projects segment and a governance issue concerning fraudulent purchases. Positive Factors Revenue from operations grew 19.34% YoY to [-------] million exceeding the 17-18% run-rate required for H2 to meet full-year guidance. Annuity Projects segment revenue increased"  
[X Link](https://x.com/exencial_RP/status/2020828777228673297)  2026-02-09T11:55Z 12.1K followers, [---] engagements


"Apollo's Q3 FY26 results show 70.0% YoY consolidated revenue growth driven by the IDL acquisition but with a [---] bps contraction in EBITDA margin. While the standalone business delivered healthy 35.3% YoY revenue growth and [---] bps margin expansion auditor concerns regarding subsidiaries' 'going concern' status introduce significant risk for future performance. Positive Factors Consolidated Revenue from Operations grew by 70.0% to [------] crores YoY. Standalone Revenue from Operations grew by 35.3% to [------] crores YoY. Standalone EBITDA increased by 44.9% to [-----] crores YoY. Standalone"  
[X Link](https://x.com/exencial_RP/status/2020872817592733714)  2026-02-09T14:50Z 12.1K followers, [---] engagements


"Mold-Tek Packaging reported modest Q3 FY26 revenue growth but strong 9M performance driven by a [---] bps EBITDA margin expansion and exceptional 190% volume growth in the Pharma segment. Strategic initiatives like MoUs with Vibe Generation and Swiggy along with operational consolidation position the company for future growth despite current volume trailing full-year guidance. Positive Factors Q3 FY26 EBITDA margin improved to 19.49% from 17.82% in Q3 FY25 an increase of [---] bps. 9M FY26 PAT grew 17.95% YoY to [-------] lakhs. Pharma-Pack segment volume grew 190% YoY in Q3. Food & FMCG segment"  
[X Link](https://x.com/exencial_RP/status/2020882884509507745)  2026-02-09T15:30Z 12.1K followers, [---] engagements


"BOFA Indian renewable energy bonds offer value versus Indian NBFCs and Macau Gaming peers Indian renewables Indian NBFCs and Macau Gaming: Yield and duration to worst"  
[X Link](https://x.com/exencial_RP/status/2021020965334093934)  2026-02-10T00:38Z 12.1K followers, [---] engagements


"Nomura India Consumer Durables Peer valuation"  
[X Link](https://x.com/exencial_RP/status/2021024472657166598)  2026-02-10T00:52Z 12.1K followers, [---] engagements


"Max India has undergone a massive pivot. Once a broad conglomerate its now a pure-play bet on senior care via its brand Antara. Theyve built a "Continuum of Care" model covering everything from active retirement living to specialized memory care. (3/10)"  
[X Link](https://x.com/exencial_RP/status/2021083416884830319)  2026-02-10T04:46Z 12K followers, [---] engagements


"The Business Flywheel: [--]. Luxury Senior Living (Upfront real estate cash) [--]. Assisted Care (Sticky recurring service revenue) [--]. AGEasy (High-margin wellness products) They capture the customer at age [--] and provide value for the next 30+ years. (4/10)"  
[X Link](https://x.com/exencial_RP/status/2021083419225227600)  2026-02-10T04:46Z 12K followers, [--] engagements


"The footprint is growing fast. They recently launched an 80-bed care home in Bengaluru bringing their total to [---] beds. The "Plan 2030" is ambitious: targeting [----] beds and developing [---] million sq. ft. of senior living space every single year. (7/10)"  
[X Link](https://x.com/exencial_RP/status/2021083426338795680)  2026-02-10T04:46Z 12K followers, [--] engagements


"In a world of high interest rates Max India is "Virtually Debt-Free." With a strong treasury and high promoter "skin in the game" (50% holding) they have the financial stamina to weather the long gestation periods of real estate. (8/10)"  
[X Link](https://x.com/exencial_RP/status/2021083428683407396)  2026-02-10T04:46Z 12.1K followers, [--] engagements


"Its not all smooth sailing. Senior care is a "service-first" business where quality manpower is hard to find. However the Max Group's 40-year pedigree in healthcare gives them a massive institutional advantage in "Trust" and "Governance." (9/10)"  
[X Link](https://x.com/exencial_RP/status/2021083431107719666)  2026-02-10T04:46Z 12K followers, [---] engagements


"Max India is a classic "Turnaround-to-Growth" play. It often trades near its book value but sits on a demographic goldmine. For long-term investors its the primary listed vehicle to play the inevitable aging of India. #Stock #Growth #India #Economy (10/10)"  
[X Link](https://x.com/exencial_RP/status/2021083433838182648)  2026-02-10T04:46Z 12K followers, [---] engagements


"Edelweiss reported a consolidated net profit of [------] crores up 112.14% YoY primarily due to one-off gains from asset management stake sale and reclassification. However underlying core operations incurred a substantial loss and the balance sheet deteriorated with a 9.44% decline in Net Worth and increased Debt-to-Equity ratio. Positive Factors Consolidated net profit attributable to owners increased 112.14% YoY to [------] crores. Pre-tax realized gain of [---] crores from asset management stake sale. Pre-tax unrealized gain of [----] crores from reclassifying asset management entities."  
[X Link](https://x.com/exencial_RP/status/2021139738917490766)  2026-02-10T08:30Z 12.1K followers, [---] engagements


"Kiri Industries reported a transformational quarter driven by a [-------] Crores exceptional gain from the DyStar stake sale fundamentally reshaping its balance sheet and enabling a strategic pivot into new greenfield Copper and Fertilizer projects. However the core Dyes and Chemicals business remains exceptionally weak marked by significant operating losses and a [----] bps YoY contraction in standalone material margins. The company's future hinges on the successful execution of its ambitious new capital deployment strategy with no immediate shareholder payouts planned. Positive Factors Received"  
[X Link](https://x.com/exencial_RP/status/2021153416060256461)  2026-02-10T09:25Z 12.1K followers, [---] engagements


"Samvardhana Motherson reported strong Q3 FY26 results with 13.53% YoY revenue growth and 16.51% YoY net profit growth. The Modules and Polymer Products segment showed a remarkable margin inflection due to successful European restructuring while Emerging Businesses delivered 56.61% YoY revenue growth highlighting effective diversification and execution. Positive Factors Consolidated Total Revenue from Operations grew 13.53% YoY to [--------] Crores. Net Profit attributable to Owners grew 16.51% YoY to [-------] Crores. Modules and Polymer Products segment EBITDA margin expanded to 9.38% from 7.40%"  
[X Link](https://x.com/exencial_RP/status/2021164237717127611)  2026-02-10T10:08Z 12.1K followers, [---] engagements


"Jyoti CNC Automation reported strong Q3 FY26 consolidated revenue growth of 28.12% YoY with EBITDA margins expanding to 26.84% surpassing management's guidance of 25%. The standalone business delivered exceptional performance driving overall profitability while foreign subsidiaries continue to incur losses. The operational Huron expansion is contributing to topline signaling future growth but its profitability remains a key monitorable. Positive Factors Consolidated Revenue from Operations grew 28.12% YoY to [------] Cr. Consolidated EBITDA margin expanded to 26.84% surpassing management's"  
[X Link](https://x.com/exencial_RP/status/2021172291149685238)  2026-02-10T10:40Z 12.1K followers, [---] engagements


"Asset-Light is King 👑 Traditional finance is "capital-heavy" you lend your own money and pray for repayment. Edelweiss has shifted to an "Asset-Light" model. Now they earn fees and commissions by managing other peoples money. Less risk more recurring income. (2/10)"  
[X Link](https://x.com/exencial_RP/status/2021174264951607772)  2026-02-10T10:47Z 12.1K followers, [---] engagements


"The biggest red flag for Edelweiss used to be its debt. Peak Debt: [-----] Cr Current Net Debt: [-----] Cr Theyve slashed debt by nearly 80% aiming for near-zero corporate debt in the next [--] years. Thats a massive weight off the balance sheet. (3/10)"  
[X Link](https://x.com/exencial_RP/status/2021174267900199185)  2026-02-10T10:47Z 12.1K followers, [---] engagements


"Asset Management 💰 Where is the money coming from Mutual Funds: Managing over [----] Lakh Cr. Alternatives (EAAA): A market leader with [-----] Cr AUM. 90% of their net profit now comes from these high-margin fee-based "Franchise" businesses. (4/10)"  
[X Link](https://x.com/exencial_RP/status/2021174270722965704)  2026-02-10T10:47Z 12.1K followers, [--] engagements


"Mark your calendars: April [----]. Edelweiss plans to IPO its Alternative Asset Management business (EAAA). This is expected to unlock massive value for shareholders and provide a fresh cash injection of [----] Cr. (5/10)"  
[X Link](https://x.com/exencial_RP/status/2021174273562509350)  2026-02-10T10:47Z 12.1K followers, [--] engagements


"The Insurance Story: Their Life and General Insurance units have historically eaten into profits. The good news: Both are on track to break even by FY27. Once they stop losing money the consolidated bottom line gets an automatic boost. (7/10)"  
[X Link](https://x.com/exencial_RP/status/2021174279413641301)  2026-02-10T10:47Z 12.1K followers, [--] engagements


"12 Million Customers The customer base grew 31% last year alone. How By going digital and focusing on "Retailization." 74% of their home loans are now in non-metro cities tapping into the "Bharat" growth story that big banks often miss. (8/10)"  
[X Link](https://x.com/exencial_RP/status/2021174282491937122)  2026-02-10T10:47Z 12.1K followers, [--] engagements


"Power Move: The Nuvama Stake Sale 💸 In late [----] Edelweiss sold a 13% stake in Nuvama Wealth for [----] Cr. This wasnt just a sale; it was a strategic move to shore up liquidity and prove they can monetize their subsidiary "bets" at high valuations. (9/10)"  
[X Link](https://x.com/exencial_RP/status/2021174285612744742)  2026-02-10T10:47Z 12.1K followers, [---] engagements


"Edelweiss is transforming from a risky NBFC into a diversified Investment Company. With a 22x P/E and a 1.4% dividend yield the story is now about execution. If the EAAA IPO and Insurance turnaround hit the "Sum-of-the-Parts" value could be huge. 📈 #Investing #StockMarketIndia #Edelweiss #WealthManagement #FinanceThread (10/10)"  
[X Link](https://x.com/exencial_RP/status/2021174288502726674)  2026-02-10T10:47Z 12.1K followers, [---] engagements


"Morepen Laboratories reported strong sequential revenue growth of 23.83% and met its FY26 revenue guidance with 13.5% YoY growth. Standalone EBITDA margins improved by [---] bps YoY to 9.16%. However YoY profit growth was significantly supported by a favorable inventory accounting adjustment and the company faced persistent raw material cost pressures and increased finance and depreciation costs from recent expansions. Positive Factors Standalone revenue grew 13.5% YoY to [--------] Lakhs. Standalone revenue growth of 13.5% YoY met management's FY26 guidance of 10-15%. Standalone revenue grew"  
[X Link](https://x.com/exencial_RP/status/2021179840729317875)  2026-02-10T11:10Z 12.1K followers, [---] engagements


"ARIHANTSUP Q3 FY26 was challenging for Arihant Superstructures marked by a 16.40% year-over-year revenue decline and a 67.51% drop in PAT. Escalating finance costs surging 94.28% year-over-year severely eroded profitability and highlight high financial leverage risk. The board's decision not to proceed with a stock split adds to the negative sentiment. Positive Factors Revenue from operations increased 2.76% sequentially to [--------] lakhs. Revenue for 9M FY26 grew 6.74% to [--------] lakhs. Other income grew 47.48% year-over-year in Q3 FY26. Other expenses fell 37.42% year-over-year in Q3 FY26."  
[X Link](https://x.com/exencial_RP/status/2021197959816507666)  2026-02-10T12:22Z 12.1K followers, [---] engagements


"Escorts Kubota delivered a very positive Q3 FY26 with 11.28% consolidated revenue growth and 24.46% PAT increase beating its full-year EBITDA margin guidance. The Agri Machinery segment showed a [---] bps EBIT margin expansion while the Construction Equipment segment demonstrated a sequential recovery. Strategic moves include a [--] special dividend and a greenfield expansion project funded by internal accruals signaling strong future growth and shareholder returns. Positive Factors Consolidated revenue grew 11.28% YoY to [-------] crores. Operating EBITDA margin for Q3 FY26 was 13.25% above the"  
[X Link](https://x.com/exencial_RP/status/2021203748391879057)  2026-02-10T12:45Z 12.1K followers, [---] engagements


"Jubilant FoodWorks reported strong YoY profit growth driven by a 22.41% decline in finance costs. However the quarter saw a deceleration in consolidated revenue growth to 13.32% YoY missing management's 15% target and a [---] bps QoQ contraction in consolidated EBITDA margins alongside a moderation in Domino's India LFL growth to 5.0%. Positive Factors Consolidated PBT (before exceptional items) grew 91.47% YoY to [-------] million. Consolidated Profit from Continuing Operations grew 46.85% YoY to [------] million. Consolidated finance costs declined 22.41% YoY to [-------] million. Standalone EBITDA"  
[X Link](https://x.com/exencial_RP/status/2021223629493764499)  2026-02-10T14:04Z 12.1K followers, [---] engagements


"Eicher Motors delivered strong Q3 FY26 results with 22.94% YoY revenue growth and a notable [--] bps sequential improvement in consolidated EBITDA margin to 25.46%. The VECV joint venture also contributed significantly with 35.60% QoQ profit growth highlighting effective operational management and leverage. Positive Factors Consolidated revenue grew 22.94% YoY to [-------] Crores. Consolidated PAT grew 21.37% YoY to [-------] Crores. Consolidated EBITDA margin improved sequentially to 25.46% in Q3 FY26 from 24.50% in Q2 FY26. Share of profit from Joint Venture (VECV) grew 35.60% QoQ to 182.94"  
[X Link](https://x.com/exencial_RP/status/2021237736162660640)  2026-02-10T15:00Z 12.1K followers, [---] engagements


"🧵Why is Max Healthcare (MAXHEALTH) valued nearly the same as Apollo Hospitals despite having roughly half the bed count Its the ultimate "Efficiency Play" in Indian healthcare. Lets dive into how they turned hospital economics into a high-margin powerhouse. (1/10)"  
[X Link](https://x.com/exencial_RP/status/2019266440302563679)  2026-02-05T04:26Z 12.1K followers, [----] engagements


"UBS On Thoughts on PFC REC proposed merger Scenario Analysis"  
[X Link](https://x.com/exencial_RP/status/2020676596613734521)  2026-02-09T01:50Z 12.1K followers, [----] engagements


"Surya Roshni Ltd. reported a mixed Q3 FY26 with modest 3.2% YoY revenue growth but an 11.4% YoY PAT decline due to higher expenses and inventory changes. However the company showed a QoQ recovery with 4.5% revenue growth and 7.4% PAT growth alongside a [---] bps QoQ EBITDA margin improvement. Secured orders for the steel pipes business provide future revenue visibility indicating potential near-term catalysts despite current profitability pressures. Positive Factors Revenue from operations grew 3.2% YoY to [------] lakhs. Revenue grew 4.5% QoQ indicating a recovery from the preceding quarter. PAT"  
[X Link](https://x.com/exencial_RP/status/2021534678503813316)  2026-02-11T10:40Z 12.1K followers, [---] engagements


"SJVN reported 61.3% YoY revenue growth and 50.6% YoY PAT growth driven by the commissioning of [----] MW Bikaner Solar and [---] MW Buxar Thermal projects. However the Debt Service Coverage Ratio deteriorated to 0.81x indicating challenges in covering debt obligations and the Debt-Equity ratio rose to 2.07x. Positive Factors Revenue from Operations increased 61.3% YoY to [-------] crore. Profit After Tax grew 50.6% YoY to [------] crore. Commercial operation achieved for [----] MW Bikaner Solar Power Project. Commercial operation achieved for Unit-1 (660 MW) of Buxar Thermal Power Project. EBITDA grew"  
[X Link](https://x.com/exencial_RP/status/2021546758392926218)  2026-02-11T11:28Z 12.1K followers, [---] engagements


"Advait delivered exceptionally strong Q3 FY26 results with consolidated revenue surging 114.43% YoY and 9M revenue already far exceeding full-year guidance. The New & Renewable Energy segment emerged as a primary growth driver while the core Power Transitions segment demonstrated superior profitability exceeding its guided margin range. This performance highlights robust execution and strong operational leverage positioning the company for continued growth. Positive Factors Consolidated revenue grew 114.43% YoY to [------] Cr. 9M FY26 revenue of [------] Cr exceeded full-year growth guidance of"  
[X Link](https://x.com/exencial_RP/status/2021553553664598473)  2026-02-11T11:55Z 12.1K followers, [---] engagements


"Capacit'e reported strong operational performance with 14.38% revenue growth and 72bps operating EBITDA margin expansion. However a significant 87.22% decline in JV profits led to a 3.84% PAT decrease and recurring auditor concerns on receivables pose a risk. The company needs a substantial Q4 ramp-up to meet full-year revenue guidance. Positive Factors Revenue from operations grew by 14.38% YoY to [--------] lakhs. Operating EBITDA increased by 19.82% YoY to [--------] lakhs. Operating EBITDA margin expanded by [--] basis points to 16.02% YoY. EBITDA margin (including other income) of 16.66% is"  
[X Link](https://x.com/exencial_RP/status/2021560348529041584)  2026-02-11T12:22Z 12.1K followers, [---] engagements


"Garware Technical Fibres delivered a strong Q3 FY26 reversing H1's negative trend with 11.31% QoQ revenue growth and 75.76% QoQ PAT growth. This turnaround was driven by successful acquisition integration and a significant [---] bps QoQ EBITDA margin expansion demonstrating superior execution and cost management. While 9M performance remains a concern the quarter signals a clear positive inflection. Positive Factors Consolidated Revenue from Operations grew 10.42% YoY and 11.31% QoQ to [--------] lakhs. Consolidated PAT increased 17.69% YoY and 75.76% QoQ to [-------] lakhs. Consolidated EBITDA"  
[X Link](https://x.com/exencial_RP/status/2021589540096585805)  2026-02-11T14:18Z 12.1K followers, [---] engagements


"Elgi Equipments reported robust 18.4% YoY consolidated revenue growth and 18.1% YoY PAT growth driven by strong performance in the Air Compressors segment. The company demonstrated operating leverage and efficient cost management though adjusted EBITDA margins remained slightly below long-term guidance. A one-time exceptional charge of [---] million related to new Labour Codes impacted reported profitability. Positive Factors Consolidated Revenue from Operations grew 18.4% YoY to [-----] million. Consolidated Profit Before Share of JV exceptional items & tax grew 30.8% YoY to [----] million."  
[X Link](https://x.com/exencial_RP/status/2021620369376108782)  2026-02-11T16:20Z 12.1K followers, [---] engagements


"Godrej Industries reported healthy consolidated top-line and operational profit growth driven by strong performance in Finance Veg Oils and Crop Protection alongside a 55% YoY increase in Real Estate booking value. However margin pressure in Chemicals and Dairy coupled with increased leverage are key monitorables for future performance. Positive Factors Consolidated Total Income grew 10.7% YoY to [-------] crore. Consolidated EBITDA grew 27.3% YoY to [------] crore. Finance and Investments segment revenue grew 49.7% YoY and PBIT surged 184.3% YoY. Crop Protection segment revenue grew 34.4% YoY"  
[X Link](https://x.com/exencial_RP/status/2021622667573608913)  2026-02-11T16:29Z 12.1K followers, [---] engagements


"HSBC Global Chemicals The bear case from here Shutdowns without a market rebalance will only result in a flatter cost curve lower prices and lower earnings The market cant rebalance without large Chinese cuts. We dont see why China would cut to increase import reliance Retrofits likely to lead to more capacity not less; we see the bull case on chems as overstated [----] will be a lot like [----] The bear case from here. The supply demand story of the last [--] years explained in one table"  
[X Link](https://x.com/exencial_RP/status/2021751111359828066)  2026-02-12T01:00Z 12.1K followers, [---] engagements


"UBS GAIL (India) Q3FY26: commodity segment volatility drive earnings miss"  
[X Link](https://x.com/exencial_RP/status/2018142877017391479)  2026-02-02T02:02Z 12.1K followers, [---] engagements


"UBS Global end use demand by sector"  
[X Link](https://x.com/exencial_RP/status/2021025329025003858)  2026-02-10T00:56Z 12.1K followers, [---] engagements


"Wockhardt reported a Q3 FY26 turnaround with 23.16% YoY revenue growth 205.00% YoY PAT growth and [---] bps EBITDA margin expansion. The strategic exit from the US generics market to focus on its innovative antibiotic pipeline coupled with debt reduction positions the company for future high-margin growth. Positive Factors Revenue from operations grew 23.16% YoY to [---] Crore. Profit After Tax (PAT) grew 205.00% YoY to [--] Crore. Basic EPS grew 296.70% YoY to [----]. EBITDA margin expanded [---] basis points YoY to 19.93%. Finance costs for 9M FY26 declined 20.87% YoY to [---] Crore. Standalone entity"  
[X Link](https://x.com/exencial_RP/status/2021184874783309997)  2026-02-10T11:30Z 12.1K followers, [---] engagements


"Britannia delivered a strong Q3 FY26 with 17.15% YoY PAT growth and a significant [---] basis points YoY EBITDA margin expansion reaching an adjusted 20.64% which surpassed management's 16% guidance. This performance marked by accelerated revenue growth and robust cost control indicates superior execution under the new CEO. The company's strong underlying profitability and operational efficiency position it favorably for future performance. Positive Factors Total Revenue from Operations grew 8.21% YoY to [-------] crores. Adjusted EBITDA margin reached 20.64% surpassing management's 16% guidance."  
[X Link](https://x.com/exencial_RP/status/2021262887864631317)  2026-02-10T16:40Z 12.1K followers, [---] engagements


"BOFA Eicher Motors Margin comeback & capacity step up as growth gets in top gear. Reit Buy Eicher Motors: Unit metrics for RE (consolidated) Managements focus remains on growing absolute earnings and expanding the category with the strategy pivot. Co. intends to fortify its brand through market activation for required products. Expect margin / per bile profitability to improve gradually"  
[X Link](https://x.com/exencial_RP/status/2021392182532505936)  2026-02-11T01:13Z 12.1K followers, [---] engagements


"Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors supply chain INDIAS LATE MOVER WOES"  
[X Link](https://x.com/exencial_RP/status/2021393434624524726)  2026-02-11T01:18Z 12.1K followers, 13.2K engagements


"Ashok Leyland delivered a very strong operational Q3 FY26 with record revenues and market-beating volume growth leading to significant operating margin expansion and a substantial improvement in its net cash position. Despite a one-time exceptional charge impacting reported net profit and rising impairment losses in its financial services arm the core CV business demonstrated superior execution and strong operating leverage. The company is well-positioned to capitalize on favorable market conditions and its strategic initiatives. Positive Factors Consolidated Revenue from Operations grew"  
[X Link](https://x.com/exencial_RP/status/2021509525782880428)  2026-02-11T09:00Z 12.1K followers, [---] engagements


"HSBC Delhivery (DELHIVER IN) Downgrade to Hold: Time to take a breather"  
[X Link](https://x.com/exencial_RP/status/2021753082129125379)  2026-02-12T01:07Z 12.1K followers, [---] engagements


"Divi's Laboratories reported consistent YoY revenue growth and expanded EBITDA margins exceeding guidance but this was significantly aided by inventory capitalization masking a surge in material costs. While a successful US-FDA inspection is a key positive the quarter saw a decline in PAT and EPS due to an exceptional charge and underlying cost pressures indicating mixed operational performance. Positive Factors Revenue from operations grew 12.29% YoY to [----] crores. EBITDA margin expanded [---] bps YoY to 34.18%. EBITDA margin expanded [---] bps QoQ to 34.18%. Successful US-FDA inspection of"  
[X Link](https://x.com/exencial_RP/status/2021493941749809617)  2026-02-11T07:58Z 12.1K followers, [---] engagements


"B.L. Kashyap and Sons Ltd. reported a strong Q3 FY26 swinging to a profit of [-----] Crores from a prior quarter loss driven by a [---] bps EBITDA margin expansion to 8.91% and 33.91% YoY revenue growth. The company secured [----] Crores in new orders bolstering future revenue visibility and demonstrating strong project-winning capabilities. Positive Factors PAT was [-------] Lakhs a turnaround from a loss of (861.74) Lakhs in Q2 FY26. EBITDA margin expanded to 8.91% in Q3 FY26 from 5.76% in Q2 FY26. Revenue from operations grew 33.91% YoY to [--------] Lakhs. Basic EPS was [----] a turnaround from"  
[X Link](https://x.com/exencial_RP/status/2021503221361971655)  2026-02-11T08:35Z 12.1K followers, [---] engagements


"Avanti Feeds reported mixed Q3 FY26 results with modest 1.31% YoY revenue growth but strong 20.61% YoY PBT growth driven by a stellar 228.00% YoY profit increase in the Processed Shrimp segment. This growth was partially offset by a 9.28% YoY decline in the core Shrimp Feed business and a significant increase in other expenses likely due to US CVD. Positive Factors Consolidated PBT from continuing operations grew 20.61% YoY to [--------] lakhs. Net Profit attributable to owners grew 10.48% YoY to [--------] lakhs. EBITDA margin expanded by [--] basis points to 12.70% from 11.75% YoY. Processed"  
[X Link](https://x.com/exencial_RP/status/2021521592430531001)  2026-02-11T09:48Z 12.1K followers, [---] engagements


"Batliboi reported a mixed Q3 FY26 with strong YoY revenue growth but a sharp QoQ decline in profitability and margins exacerbated by an exceptional charge. The company is significantly lagging its profit growth guidance and standalone performance indicates severe execution challenges and potential demand deterioration. Positive Factors Consolidated revenue grew 30.13% YoY to Rs. [--------] Lakhs. Consolidated PBT before exceptional items grew 467.70% YoY to Rs. [------] Lakhs. Consolidated EPS before exceptional item turned positive YoY from (0.11) to [----]. Attributable to Non-Controlling"  
[X Link](https://x.com/exencial_RP/status/2021572427881304301)  2026-02-11T13:10Z 12.1K followers, [---] engagements


"IRCON reported a 15.97% YoY net profit growth in Q3 FY26 driven by a [---] bps EBITDA margin expansion and a 231.34% surge in joint venture profits despite an 18.90% YoY revenue decline. While Q3 PAT margin was below guidance the 9M PAT margin of 6.45% remains within the 6-7% full-year target indicating effective cost management and a potential recovery in execution. Positive Factors Consolidated EBITDA grew 30.76% YoY to [------] Cr. EBITDA margin expanded [---] bps YoY to 8.59%. Share of profit from Joint Ventures surged 231.34% YoY to [-----] Cr. Net profit grew 15.97% YoY to [-----] Cr. Domestic"  
[X Link](https://x.com/exencial_RP/status/2021628992701485293)  2026-02-11T16:54Z 12.1K followers, [---] engagements


"RT @exencial_RP: Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors"  
[X Link](https://x.com/exencial_RP/status/2021755553207435604)  2026-02-12T01:17Z 12.1K followers, [--] engagements


"GS Global and non-US/international funds are still underweight EM equities"  
[X Link](https://x.com/exencial_RP/status/2021576944245154221)  2026-02-11T13:27Z 12.1K followers, [---] engagements


"Valor Estate Ltd. reported a significant turnaround in Q3 FY26 with revenue surging 141.40% YoY and EPS growing 1337.50% YoY driven by a one-time project revenue recognition and a shift from loss to profit. The completion of the hospitality business demerger further solidifies its position as a pure-play real estate entity despite a substantial impairment charge. Positive Factors Consolidated revenue from operations increased 286.68% QoQ to Rs. [--------] lakhs. Consolidated revenue from operations increased 141.40% YoY to Rs. [--------] lakhs. Company reported a Profit After Tax of Rs. 6223.82"  
[X Link](https://x.com/exencial_RP/status/2021611564042944921)  2026-02-11T15:45Z 12.1K followers, [---] engagements


"citi Traditional Prescription Eyeglasses Supply Chain"  
[X Link](https://x.com/exencial_RP/status/2021743554444288083)  2026-02-12T00:30Z 12.1K followers, [---] engagements


"citi #lenskart Solutions (LENS.NS) Clear Vision Fair Value Initiate at Neutral Investment Thesis Illustrative store economics for matured Lenskart store"  
[X Link](https://x.com/exencial_RP/status/2021766203685925254)  2026-02-12T02:00Z 12.1K followers, [---] engagements


"Indias approved semiconductor plants along with capacity and location Fabrication units are highlighted in blue. Rest are OSAT/ATMP. Most facilities are expected to be operational by 2027-28"  
[X Link](https://x.com/exencial_RP/status/2021766582800982020)  2026-02-12T02:01Z 12.1K followers, [---] engagements


"BOFA Ashok Leyland Margins steady CV cycle turning Q3FY26 Review"  
[X Link](https://x.com/exencial_RP/status/2021785327606935731)  2026-02-12T03:15Z 12.1K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing