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# ![@vishnuagarwal64 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::298928777.png) @vishnuagarwal64 Vishnu Agarwal

Vishnu Agarwal posts on X about india, ipo, business, investment the most. They currently have XXXXX followers and 1291 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::298928777/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::298928777/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +3,288%

### Mentions: XX [#](/creator/twitter::298928777/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::298928777/c:line/m:posts_active.svg)

- X Month XXX -XXXX%
- X Months XXXXX +606%

### Followers: XXXXX [#](/creator/twitter::298928777/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::298928777/c:line/m:followers.svg)

- X Week XXXXX +1.40%
- X Month XXXXX +9.60%
- X Months XXXXX +229%

### CreatorRank: XXXXXXX [#](/creator/twitter::298928777/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::298928777/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[india](/topic/india), [ipo](/topic/ipo) #258, [business](/topic/business), [investment](/topic/investment) #3921, [money](/topic/money), [cash flow](/topic/cash-flow) #155, [flow](/topic/flow) #2591, [beijing](/topic/beijing) #431, [strong](/topic/strong), [just a](/topic/just-a)

**Top accounts mentioned or mentioned by**
[@dmuthuk](/creator/undefined) [@indiantechguide](/creator/undefined) [@akshatworld](/creator/undefined) [@livemint](/creator/undefined) [@nehajozie](/creator/undefined) [@ipomantra](/creator/undefined) [@nithin0dha](/creator/undefined) [@svembu](/creator/undefined) [@stockifiinvest](/creator/undefined) [@grok](/creator/undefined) [@curiousshubh](/creator/undefined) [@chokhanimanish](/creator/undefined) [@youtube](/creator/undefined) [@aravind](/creator/undefined) [@baadshahadani](/creator/undefined) [@cnbctv18live](/creator/undefined) [@yashjain88](/creator/undefined) [@timesalgebraind](/creator/undefined) [@prashantnair](/creator/undefined) [@equialpha](/creator/undefined)

**Top assets mentioned**
[Morgan Stanley (MS)](/topic/morgan-stanley) [Boeing Co (BA)](/topic/$ba) [Sanofi (SNY)](/topic/sanofi)
### Top Social Posts
Top posts by engagements in the last XX hours

"The engine is misfiring. While exports fly high domestic Fixed-Asset Investment (FAI) has collapsed. It dropped XX% in October alone. The property sector is in a coma. China is suffering from "Involution" intense internal competition where manufacturers slash prices just to survive destroying their own margins. 3/15"  
[X Link](https://x.com/vishnuagarwal64/status/1999389874844012797)  2025-12-12T08:04Z 5873 followers, XXX engagements


"However New Delhi is keeping its eyes wide open. Commercial engagement does not mean territorial compromise. The friction over Arunachal Pradesh remains real. Beijing continues to use the "South Tibet" rhetoric and issue stapled visas. Indias response has been firm: "Arbitrary detention" warnings for travellers and zero concessions on the border map. 10/15"  
[X Link](https://x.com/vishnuagarwal64/status/1999389893533777979)  2025-12-12T08:04Z 5873 followers, XXX engagements


"2/12: The IPO Details The company is hitting the street with a massive 10602 Cr issue. - Price Band: 2061 2165 per share. - Opens: December XX 2025. - Market Cap: XXXX Lakh Cr (at upper band)"  
[X Link](https://x.com/vishnuagarwal64/status/1999418545567109238)  2025-12-12T09:58Z 5876 followers, XXX engagements


"7/12: Management's Future Vision It's not just about Mutual Funds anymore. - Alternates: Aggressively growing PMS and AIFs (High margin products). - Systematic Flows: Monthly SIP flows doubled to 4800 Cr (Sept '25). - Passive Play: Managing XX passive schemes to capture the ETF boom. They are building a "Resilient Pipeline" where revenue flows automatically every month via SIPs"  
[X Link](https://x.com/vishnuagarwal64/status/1999418561505157599)  2025-12-12T09:58Z 5873 followers, XXX engagements


"The Bear Case: Concentration Risk This is the single biggest risk factor. - The top XX Customers contribute XXXXX% of revenue. - The top X Customers contribute 66.47%. They are highly dependent on a few large whales. 10/12"  
[X Link](https://x.com/vishnuagarwal64/status/1999784284484522121)  2025-12-13T10:11Z 5876 followers, XX engagements


"Simultaneously India is aggressively hedging with the US. To counter the threat of Trumps tariffs New Delhi is negotiating a "Grand Bargain." Lowering punitive duties on US goods in exchange for stable trade access. We are committed to purchasing American aviation defence and energy products. 11/15"  
[X Link](https://x.com/vishnuagarwal64/status/1999389896834957515)  2025-12-12T08:04Z 5873 followers, XXX engagements


"This is where the media narrative gets messy. Conflicting reports about Piyush Goyals stance have been confusing. "Is the deal done Is it stalled" But this ambiguity might be a feature. It keeps Washington guessing and buys India leverage until the final signature. 12/15"  
[X Link](https://x.com/vishnuagarwal64/status/1999389899888427358)  2025-12-12T08:04Z 5876 followers, XX engagements


"@IndianTechGuide Concerts have become a rare commodity in the digital world"  
[X Link](https://x.com/vishnuagarwal64/status/1999446612528234983)  2025-12-12T11:49Z 5876 followers, XXX engagements


"Disclaimer: This analysis is for educational purposes and based on the RHP/Public data. Not financial advice"  
[X Link](https://x.com/vishnuagarwal64/status/1999784287688904761)  2025-12-13T10:11Z 5873 followers, XX engagements


"So why are FPIs selling Actually they are just "light." Morgan Stanley notes FPI positioning in India is among the "lightest in history." They missed the bus. This creates massive latent demand. When the Fed pivots and emerging markets look attractive again there is a wall of money waiting to "catch up" to India's weight. 7/14"  
[X Link](https://x.com/vishnuagarwal64/status/1992124558166675654)  2025-11-22T06:54Z 5874 followers, XXX engagements


"5/12: Two Businesses Aequs is essentially two distinct entities fighting for resources: - Aerospace (88% of Revenue): This is the jewel. Its growing and has healthy margins. - Consumer (12% of Revenue): This is the anchor dragging them down. Revenue here collapsed from XXX Cr in FY24 to just XX Cr in FY25. The diversification into toys and appliances was meant to hedge against Aerospace cycles but it has backfired resulting in negative margins for this segment"  
[X Link](https://x.com/vishnuagarwal64/status/1995393776140038289)  2025-12-01T07:25Z 5873 followers, 1432 engagements


"Their client roster is a fortress. They are a Tier-1 supplier to giants like Airbus Boeing Safran and Collins Aerospace. Why it matters: Aerospace qualification takes years. Once you are in (Aequs has been with Airbus for XX years) you are hard to replace. They produce over 5000 unique parts creating high entry barriers for competitors"  
[X Link](https://x.com/vishnuagarwal64/status/1995393779243847740)  2025-12-01T07:25Z 5873 followers, 1363 engagements


"@TheDeshBhakt Infosys TCS Wipro and other IT stocks rose by up to X% after the rupee fell to a new low. What is driving this move - Check the full answer:"  
[X Link](https://x.com/vishnuagarwal64/status/1996145197965799896)  2025-12-03T09:11Z 5874 followers, 2204 engagements


"10/12: Risk 3: The Supplier Trap - No Long-Term Contracts: They procure raw materials via purchase orders not long-term agreements. - Dependence: A significant portion of APIs is sourced from third parties. - Volatility: They are exposed to spot price fluctuations. While the La Chandra partnership secures Hormone APIs for the rest of the portfolio they are largely price-takers"  
[X Link](https://x.com/vishnuagarwal64/status/1997236489294688456)  2025-12-06T09:27Z 5873 followers, XXX engagements


"11/12: M&A Playbook Corona specialises in buying "tired" brands and revitalising them. - Sanofi Deal (Myoril): Sales grew 2.3x (51.9% CAGR) post-acquisition (MAT Jun '23 to '25). - GSK Deal (2017): Acquired brands grew at XX% CAGR post-acquisition"  
[X Link](https://x.com/vishnuagarwal64/status/1997236492293583310)  2025-12-06T09:27Z 5873 followers, XXX engagements


"GEOPOLITICS IS FRACTURING X Signals 🧵👇 Is it 'Good' or 'Bad' for India"  
[X Link](https://x.com/vishnuagarwal64/status/1998325778715693286)  2025-12-09T09:36Z 5870 followers, 2133 engagements


"The recent rate cuts haven't boosted Market Confidence as expected. Why Global headwinds still look strong. At the same time the sharp fall in the rupee over a short period has added to the nervousness. Here is a look into the data the fear and the hidden boom. .🧵 1/14"  
[X Link](https://x.com/vishnuagarwal64/status/1998386174730322068)  2025-12-09T13:36Z 5869 followers, 2956 engagements


"While the secondary market hurts the Primary Market is exploding. Major investment bankers are signalling that blockbuster IPOs are here to stay. JP Morgan data shows India has already matched last years total with $XX billion in IPOs for 2025. The final tally is expected to cross $XX billion. 5/14"  
[X Link](https://x.com/vishnuagarwal64/status/1998386189066514738)  2025-12-09T13:36Z 5870 followers, XX engagements


"So Meesho just listed at a massive XX% premium effectively telling the profit-hawks to take a seat. Despite a 3942 Cr loss the market clearly decided that owning the "Bharat" e-commerce story matters more than a clean balance sheet right now. Its a momentum play: Buy the growth worry about the unit economics later. For investors the honeymoon phase is great but the marriage only works if they eventually figure out how to make money on all those XXX orders"  
[X Link](https://x.com/vishnuagarwal64/status/1998623028339707980)  2025-12-10T05:17Z 5872 followers, 1194 engagements


"Is Indias e-commerce bubble going to burst soon" Albinder Dhindsa Blinkits CEO just dropped a bomb. He warned that a "swift correction" is coming and that cash is drying up for rivals. Right on cue Swiggy launched a massive 10000 Cr fundraise. But this cant be about just cash. It's about who owns the Indian consumer's habit. .🧵👇 1/12"  
[X Link](https://x.com/vishnuagarwal64/status/1998709911782568442)  2025-12-10T11:02Z 5874 followers, XXX engagements


"The warning was sharp: the days of unlimited funding are kinda gone. Dhindsa signalled that competitors are running on fumes. Swiggys immediate response raising capital by diluting XX% of its equity at a discount proves he wasnt bluffing. The market is tightening and the weak hands are folding. 2/12"  
[X Link](https://x.com/vishnuagarwal64/status/1998709915309977810)  2025-12-10T11:02Z 5874 followers, XX engagements


"Compare that to the competition. While Zomato was fixing operations Swiggy (Instamart) and Zepto have been stuck in a loop of burning cash to find a business model. Swiggys FY25 loss of 3117 Cr shows they are still paying a heavy price just to keep the lights on in the quick-commerce vertical. 5/12"  
[X Link](https://x.com/vishnuagarwal64/status/1998709925833486475)  2025-12-10T11:02Z 5873 followers, XX engagements


"This reveals a massive divergence in the industry. Zomato has already figured out the "Path to Profitability." They are now optimising. Swiggy and Zepto are still searching for it. If the reports are true that rivals are running low on fuel Zomato has a terrifying advantage in a vertical it has bet its entire future existence on. 6/12"  
[X Link](https://x.com/vishnuagarwal64/status/1998709929264427166)  2025-12-10T11:02Z 5873 followers, XX engagements


"Zomato has proven it can acquire turn around and scale. Swiggy is currently proving it can raise money to fight another day. The difference in execution is the difference between a market leader and a runner-up. 10/12"  
[X Link](https://x.com/vishnuagarwal64/status/1998709942564389316)  2025-12-10T11:02Z 5872 followers, XX engagements


"The correction Dhindsa warned about is good news for the dominant player. As capital becomes scarce for Zepto and Swiggy they will be forced to cut discounts and raise fees. That creates a rational market where the leader (Zomato) profits even more. 11/12"  
[X Link](https://x.com/vishnuagarwal64/status/1998709946104652063)  2025-12-10T11:02Z 5872 followers, XX engagements


"So is the industry dying Far from it. Its maturing. The "lazy" Indian consumer is going nowhere. The only question is: which app will they open first Right now the one with the profitable balance sheet is winning that mental battle. 12/12"  
[X Link](https://x.com/vishnuagarwal64/status/1998709949309042935)  2025-12-10T11:02Z 5872 followers, XX engagements


"Disclaimer: This is not a BUY/SELL/HOLD recommendation. Please do your due diligence before investing"  
[X Link](https://x.com/vishnuagarwal64/status/1998709952307933539)  2025-12-10T11:02Z 5870 followers, XX engagements


"Stock Knocks AI's Cross Industry & Multi Company Scans feature brings you a forensic analysis of the Indian E-commerce industry. Check the full report:"  
[X Link](https://x.com/vishnuagarwal64/status/1998709956678488462)  2025-12-10T11:02Z 5873 followers, XXX engagements


"Investing is simple: Find the behaviour that isn't changing (laziness/convenience) and back the company that monetises it best. Zomato made its bet in 2022. The rest are just trying to catch up. End of thread. 🧵"  
[X Link](https://x.com/vishnuagarwal64/status/1998709959979372761)  2025-12-10T11:02Z 5873 followers, XXX engagements


"Many healthcare chains focus on greenfield expansion. Park Medi World operates with a distinct playbook: acquiring underperforming assets and integrating them into a profitable cluster. As the second-largest private hospital chain in North India they command a network of 3000+ beds. A Thread. 🧵 1/13"  
[X Link](https://x.com/vishnuagarwal64/status/1998741106490749253)  2025-12-10T13:06Z 5872 followers, XXX engagements


"1/13 PMWL operates with a concentrated regional focus rather than a scattered pan-India presence. - Dominance in Haryana (1600 beds) followed by Punjab and Delhi NCR. - The Scale: XX Hospitals with 3250 Beds as of September 2025. They utilise a "cluster-based" expansion model. By maintaining proximity between hospitals they optimise doctor utilisation equipment sharing and supply chain logistics driving operational efficiency"  
[X Link](https://x.com/vishnuagarwal64/status/1998741110081093852)  2025-12-10T13:06Z 5873 followers, XX engagements


"2/13 A key differentiator for PMWL is their acquisition strategy. The management actively identifies "stressed assets" hospitals facing financial difficulties or insolvency and integrates them into the Park network. - The strategy is to acquire assets at a lower cost - Turn them profitable within a year. This strategy works. XXXXX% of their total revenue in H1-FY26 came specifically from these acquired hospitals"  
[X Link](https://x.com/vishnuagarwal64/status/1998741113381990461)  2025-12-10T13:06Z 5873 followers, XX engagements


"4/13 Fresh Issue: XXX Cr (Substantial capital inflow). Offer for Sale: XXX Cr. - Key Allocation: XXX Cr is allocated specifically for debt repayment. This move serves as a financial reset. By eliminating significant interest obligations the company positions itself to report improved net profitability immediately post-listing"  
[X Link](https://x.com/vishnuagarwal64/status/1998741119862190355)  2025-12-10T13:06Z 5874 followers, XX engagements


"5/13 The FY24 numbers require context to understand the growth trajectory. - FY23 PAT: XXX Cr. - FY24 PAT: XXX Cr (Decline due to acquisition costs). - The Recovery: H1-FY26 PAT stands at XXX Cr indicating that the integration strategy is now delivering results"  
[X Link](https://x.com/vishnuagarwal64/status/1998741124895350897)  2025-12-10T13:06Z 5874 followers, XX engagements


"6/13 Top Specialities (H1-FY26): - Internal Medicine: XXXXX% - Neurology: XXXXX% - Urology & Cardiology: XX% each. - Oncology & Surgery: X% each. This diversified speciality mix reduces reliance on any single therapy area"  
[X Link](https://x.com/vishnuagarwal64/status/1998741128519012544)  2025-12-10T13:06Z 5872 followers, XX engagements


"7/13: Risk X The revenue stream is heavily tilted towards government payouts. - Government Schemes (Ayushman/ECHS): 8384% - Self-Pay: XXXX% - Insurance: XXXX% While volume is guaranteed cash flow depends on government timelines. In H1-FY26 XXXXX% of their claims were disallowed (rejected) which is a direct hit to the top line"  
[X Link](https://x.com/vishnuagarwal64/status/1998741133418181007)  2025-12-10T13:06Z 5872 followers, XX engagements


"9/13 The company derives XXXXX% of its revenue from hospitals in Haryana alone. While they hold the position of the second-largest player in North India their fortunes remain heavily tied to a single state. Any changes in state-level health policies or increased local competition in Haryana would impact the majority of their portfolio"  
[X Link](https://x.com/vishnuagarwal64/status/1998741139910975878)  2025-12-10T13:06Z 5874 followers, XX engagements


"10/13: Valuation - P/E (FY25): 32.8x. - P/E (FY26 Annualized): 25x. When compared to listed peers like Apollo or Max Healthcare (trading at 50x-80x P/E) PMWL offers a valuation discount. Listed Peers P/E: 46x - 85x (Apollo Max Fortis). Park Medi World P/E: 25x (Forward). Peers have diverse revenue streams national brand power and lower receivable days. Park is a regional government-dependent player"  
[X Link](https://x.com/vishnuagarwal64/status/1998741144705053051)  2025-12-10T13:06Z 5872 followers, XXX engagements


"Dixon Technologies has wiped out a massive Rs 32000 crore of investor wealth in 2025. The stock is trading below every major moving average looking like a falling knife. But if you look past the bleeding chart the business is telling a completely different story. 🧵 1/5"  
[X Link](https://x.com/vishnuagarwal64/status/1999008927950979165)  2025-12-11T06:50Z 5872 followers, XXX engagements


"On the charts it looks grim. Dixon is trading below all X major Simple Moving Averages (5-day to 200-day). The trend is undeniably bearish. But there is a flash of hope. The RSI is at XXXX. In technical terms anything below XX is "strongly oversold." The rubber band has been stretched to its limit suggesting a snapback rebound could be imminent. 2/5"  
[X Link](https://x.com/vishnuagarwal64/status/1999008931230921006)  2025-12-11T06:50Z 5870 followers, XXX engagements


"The business is booming while the stock is tanking. - Revenue climbed XXXX% to Rs 15351 crore. - Net Profit surged a remarkable XXXX% to Rs XXX crore. Usually stock prices follow earnings. Here they have divorced. The company is delivering record growth but the market is pricing in fear. 4/5"  
[X Link](https://x.com/vishnuagarwal64/status/1999008937832755292)  2025-12-11T06:50Z 5873 followers, XXX engagements


"Technical indicators say "Oversold" and institutions are loading up. The earnings are rock solid. For the brave this looks like a rare mismatch between price and performance. But with the trend still bearish investors require conviction in the long-term growth story"  
[X Link](https://x.com/vishnuagarwal64/status/1999008951686611343)  2025-12-11T06:50Z 5870 followers, XXX engagements


"Are you subscribing to the Corona Remedies IPO Most of the Indian Pharma Market is struggling for single-digit growth. Corona Remedies is a statistical outlier clocking XXXXX% CAGR growing 1.8x faster than the industry average. They focus on high-margin chronic therapies not generic volume wars. But with a XXX% Offer for Sale (OFS) and a premium price tag is there room left for new investors Let's diagnose the data. 🧵 1/12"  
[X Link](https://x.com/vishnuagarwal64/status/1997236453022302321)  2025-12-06T09:27Z 5876 followers, 3738 engagements


"1/12: The Core Business Corona Remedies (CRL) isn't trying to be everything to everyone. They are an India-focused branded formulation player. Their playground - Womens Healthcare 👩⚕ - Cardio-Diabetic 🫀 - Pain Management 🤕 The Strategy: They focus heavily on "Chronic" therapies (long-term medication). Because chronic patients are sticky customers. Once a doctor prescribes it repeat sales are almost guaranteed"  
[X Link](https://x.com/vishnuagarwal64/status/1997236456721375296)  2025-12-06T09:27Z 5875 followers, XXX engagements


"Why the fear It might be the price tag. Even after the fall Dixon trades at a PE of XXXXX and a Price-to-Book of XXXXX. Investors are paying Rs XX for every rupee of earnings. This is a "growth stock" valuation which leaves zero room for error. 5/5"  
[X Link](https://x.com/vishnuagarwal64/status/1999008940944744949)  2025-12-11T06:50Z 5876 followers, XXX engagements


"Disclaimer: This is not a recommendation or financial advice. Please do your due diligence before taking any financial advice"  
[X Link](https://x.com/vishnuagarwal64/status/1999008944124244369)  2025-12-11T06:50Z 5876 followers, XXX engagements


"#Dixon #DixonTechnologies I asked: "Compare Dixon Technologies' current operating margins (EBITDA %) against global contract manufacturing giants like Foxconn and Pegatron. Does a low-margin business model justify a premium PE ratio of 50x or is the 'India Growth Premium' masking a valuation bubble Investigate if the recent XX% profit surge is driven by core operational efficiency or one-off PLI subsidies.""  
[X Link](https://x.com/vishnuagarwal64/status/1999008948465316290)  2025-12-11T06:50Z 5876 followers, XXX engagements


"And now the external walls are closing in. The "New China Shock" of cheap goods has triggered a global backlash. Its not just the US. Mexico just aligned with Donald Trumps protectionist playbook slapping XX% tariffs on Chinese imports to save its own auto industry. The "backdoor" to the North American market has been slammed shut. 4/15"  
[X Link](https://x.com/vishnuagarwal64/status/1999389878082290135)  2025-12-12T08:04Z 5873 followers, XXX engagements


"This is why the dynamic with India has shifted. Beijing doesn't just "want" the Indian market anymore. With Europe de-risking and the US hostile Indias XXX billion consumers are the only liquidity pool deep enough to absorb Chinas excess capacity. They need a consumption sink. We are it. 5/15"  
[X Link](https://x.com/vishnuagarwal64/status/1999389881198686498)  2025-12-12T08:04Z 5876 followers, XXX engagements


"The real test arrives next April. Donald Trump is planning a visit to Beijing. If he seeks a truce with Xi Jinping Indias strategic value as a "Counterweight" might dip. But if the rivalry intensifies The US-India partnership becomes the most valuable asset in the Indo-Pacific. 13/15"  
[X Link](https://x.com/vishnuagarwal64/status/1999389902849630227)  2025-12-12T08:04Z 5876 followers, XXX engagements


"Why is the GMP so low for India's largest AMC IPO Is the market missing a compounder or is the price perfection Dont fall into the narrative that the ICICI Prudential AMC IPO is just about selling mutual funds. Its also about managing XX trillion of India's wealth. Let's analyse the data. 🧵 1/12"  
[X Link](https://x.com/vishnuagarwal64/status/1999418538696802805)  2025-12-12T09:58Z 5873 followers, 3437 engagements


"1/12: The Heavyweight ICICI Prudential AMC isn't just a participant; it's the market leader. - Rank: #1 in India by Active Mutual Fund QAAUM. - The Scale: Managing a colossal XXXX Trillion (Sept '25). - Dominance: #1 in Equity & Hybrid schemes. In a financialised economy they are the "House" where the money flows"  
[X Link](https://x.com/vishnuagarwal64/status/1999418542404567474)  2025-12-12T09:58Z 5873 followers, XXX engagements


"3/12: The Deal Structure: Pure Exit - Fresh Issue: ZERO. - Offer For Sale (OFS): XXX% (10602 Cr). The Pinch: Not a single rupee goes to the company. It's an exit event for existing shareholders to unlock value. However ICICI Bank is increasing its stake to XX% by buying X% from Prudential signalling strong parent conviction"  
[X Link](https://x.com/vishnuagarwal64/status/1999418548805075434)  2025-12-12T09:58Z 5876 followers, XXX engagements


"5/12: The Yield Play (Dividend Beast) This isn't just a growth stock; it's an income stock. - Dividends: Paid 11400% in FY25. - Policy: A formal dividend policy is in place (Amended June 2025). For investors this acts as a bond proxy with equity upside. You get paid to wait"  
[X Link](https://x.com/vishnuagarwal64/status/1999418555054592177)  2025-12-12T09:58Z 5873 followers, XXX engagements


"6/12: The Valuation - P/E (FY25): 40.3x. - P/E (FY26 Annualised): 33x. HDFC AMC trades at 40.8x. The pricing is tight. There is no "IPO discount" left on the table. You are paying full price for a market leader. Hence the low GMPthe easy money is already priced in"  
[X Link](https://x.com/vishnuagarwal64/status/1999418558317785427)  2025-12-12T09:58Z 5876 followers, 1840 engagements


"11/12: Mutual Funds Sahi Hai Is this IPO "Sahi" for you The anchor list is good and the business is top-tier. But the XXX% OFS and Full Valuation suggest this is a defensive play"  
[X Link](https://x.com/vishnuagarwal64/status/1999418574264500699)  2025-12-12T09:58Z 5873 followers, XXX engagements


"Disclaimer: Not investment advice/ BUY recommendation. Please read the RHP"  
[X Link](https://x.com/vishnuagarwal64/status/1999418577229914370)  2025-12-12T09:58Z 5876 followers, XXX engagements


"12/12: Final Verdict ICICI Prudential AMC is a "Compounder at a Fair Price." - Bull Case: You own the market leader in a country just starting its financialization journey. - Bear Case: Regulatory cuts to fees or a market crash dent AUM and earnings. Ideal for long-term portfolios looking for stability and dividends"  
[X Link](https://x.com/vishnuagarwal64/status/1999418580350189912)  2025-12-12T09:58Z 5876 followers, XXX engagements


"The Market loves a "story" especially when it combines the buzz of AI with the stamp of an ace investor like Vijay Kedia Ji. When an SME IPO gets subscribed to a record XXX times lists at a XX% premium yet shows a massive spike in unpaid dues from clients. Let's analyse the Exato Technologies frenzy: The "Kedia Effect" the shift to IP-led growth and the cash flow warning signs buried in the balance sheet. 1/12"  
[X Link](https://x.com/vishnuagarwal64/status/1999784252167135585)  2025-12-13T10:11Z 5876 followers, XXX engagements


"And profits jumped but top-line growth hit a wall. - FY23 Revenue Growth: XX% - FY24 Revenue Growth: XX% - FY25 Revenue Growth: Just X% The company efficiently squeezed more profit out of existing revenue (margin expansion from XXX% to 7.8%) but the hyper-growth in sales has stalled. The market is pricing it like a rocket ship but the engine sputtered in FY25. 4/12"  
[X Link](https://x.com/vishnuagarwal64/status/1999784263957598214)  2025-12-13T10:11Z 5876 followers, XX engagements


"Digging into the RHP reveals a classic SME red flag: Working Capital Stress. - In H1 FY26 (Apr-Sept 2025) despite XXX Cr in Net Profit the Operating Cash Flow was NEGATIVE ( -XXXXX Cr). - The problem is Trade Receivables. Clients owe them a XXXX Cr (as of Sept 2025). That is nearly XX% of their entire H1 revenue sitting in unpaid bills. - Receivable days have ballooned from XX days (FY23) to XXX days (Sept 2025). 5/12"  
[X Link](https://x.com/vishnuagarwal64/status/1999784267534971015)  2025-12-13T10:11Z 5876 followers, XX engagements


"If the product development (6.8 Cr investment) fails to yield a hit product they remain just a service shop with high receivables. - Pros: Profitable virtually debt-free post-IPO strong partner ecosystem (NICE) expanding US footprint high RoCE. - Cons: massive receivable days (cash crunch) extreme client concentration (89%) and slowing top-line growth. 11/12"  
[X Link](https://x.com/vishnuagarwal64/status/1999784290893361189)  2025-12-13T10:11Z 5876 followers, XX engagements


"The market is loving the "AI/Deep Tech" narrative and the marquee investor backing. - The Reality: The company is currently a service provider facing a cash-flow squeeze from clients. - The Dream: It becomes a product company with high-margin IP. Investors at XXX will now pay for the Dream ignoring the Reality of the cash flow drag. The company must fix its collections cycle to justify this valuation"  
[X Link](https://x.com/vishnuagarwal64/status/1999784294076891412)  2025-12-13T10:11Z 5873 followers, XXX engagements