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[@JPIRMAN86](/creator/twitter/JPIRMAN86)
"Vedanta: Benefitting from strengthening of commodity dynamics & op efficiency. Silver price at record high & zinc fundamentals firming up HZis well positioned to deliver best-in-class dividend yield. Silver to remain in focus given structural deficit. HZ contributes XX% to VEDL"  
[X Link](https://x.com/JPIRMAN86/status/1979365513554989148) [@JPIRMAN86](/creator/x/JPIRMAN86) 2025-10-18T01:54Z XX followers, XXX engagements


"HDFC Life: VNB was 8%. VNB margin fell XX bps +ve. Guided for margin normalization by leveraging multiple strategies. Rise in the protection biz is encouraging. Improvement in product profile to add margins. Launch of the new variable annuity product in 4Q will be a monitorable"  
[X Link](https://x.com/JPIRMAN86/status/1978663452836057445) [@JPIRMAN86](/creator/x/JPIRMAN86) 2025-10-16T03:25Z XX followers, XX engagements


"Reliance U/P in last 3M (volatility in refining & petchem margins). Risk of decline in cheaper Russian crude hurts. Watch: ramp-up of new energy projects retail growth IPO (telecom or Retail) refining capacity globally AI & data centers plan & petchem capacity expansion"  
[X Link](https://x.com/JPIRMAN86/status/1979699893599097284) [@JPIRMAN86](/creator/x/JPIRMAN86) 2025-10-19T00:03Z XX followers, XX engagements


"ICICI Bank delivered strong print amid challenges exhibiting resilience. Better Rev traction & curtailed credit costs. NIM surprised down by 4bps. FY26 will likely be a year of softer earnings growth. Commendable performance in such times. Risk of an earnings disappointment low"  
[X Link](https://x.com/JPIRMAN86/status/1980059212358226098) [@JPIRMAN86](/creator/x/JPIRMAN86) 2025-10-19T23:51Z XX followers, XX engagements


"HDFC Bank: credit growth rose XX% matching system growth. NIM lower by 10bp. Higher OI & lower opex helped clock XX% PAT growth. XXX% RoA. GNPA fell by 16bps (low KCC slippages & recoveries). Systemic liquidity+retail growth=Bank outpacing system growth. High cost deposit slashed"  
[X Link](https://x.com/JPIRMAN86/status/1980060327195885583) [@JPIRMAN86](/creator/x/JPIRMAN86) 2025-10-19T23:55Z XX followers, XX engagements


"Yes Banks core op. rose (stable margin & opex). PAT missed. RoA XXX% due to low treasury gains & prov (68 bps yet to bottom out). Weak Credit growth (6% retail is weak). Corp portfolio consolidation over growth ahead. SMBC to drive up margin. To hire MD (initial clean-up)"  
[X Link](https://x.com/JPIRMAN86/status/1980065795809194368) [@JPIRMAN86](/creator/x/JPIRMAN86) 2025-10-20T00:17Z XX followers, XX engagements