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[@exencial_RP](/creator/twitter/exencial_RP)
"Varun Beverages Limited Q1 FY26 Investor Presentation Key Player in the Beverage Industry Business Model"  
[X Link](https://x.com/exencial_RP/status/1950225807575519594) [@exencial_RP](/creator/x/exencial_RP) 2025-07-29T16:04Z 8748 followers, 1939 engagements


"Investec On Adani Ports and SEZ From harbour to hinterland; initiate with BUY Adani Ports and SEZ (ADSEZ) runs XX ports/ terminals alongside rapidly growing logistics and marine businesses. This integrated network offers a competitive edge evident from the sharp volume/margin gains at acquired assets. Following the recent acquisition-led volume growth the next leg of growth should come from scaling existing ports (rev CAGR of XX% over FY25-30E). This should help ADSEZ deliver strong CFs and continue the deleveraging trend providing the optionality to win new port concessions. Val at 12x FY28E"  
[X Link](https://x.com/exencial_RP/status/1977960023528476837) [@exencial_RP](/creator/x/exencial_RP) 2025-10-14T04:49Z 8743 followers, 1401 engagements


"nuvama Theme for Sep: Stability in Policy Easing Supply Pressure and Dovish Signals Drive G-Sec Yields The difference ("spread") between long-term (10-year) and short-term (3-year) Indian government bond yields got much bigger in September 2025 mainly because of changes in market conditions and policies. Early in the year spreads were very low and even went below zero as people hoped the Reserve Bank of India (RBI) would make borrowing cheaper. This changed later in the year. In recent months yields on longer-term bonds stayed high while shorter-term bond yields dropped which made the yield"  
[X Link](https://x.com/exencial_RP/status/1979062408279683387) [@exencial_RP](/creator/x/exencial_RP) 2025-10-17T05:50Z 8739 followers, XXX engagements


"Jefferies On Phoenix Mills Steady Compounder; Initiate at BUY A unique retail-focussed portfolio with strong balance sheet and consistent execution has made Phoenix Mills among the most attractive Indian property names. We est. XX% lease income CAGR over 6-yrs through a combination of expansion (7%) organic growth (6%) and densification (4%). Near term earnings have slowed on portfolio rejuvenation but same provides an entry opportunity for LT investors. Initiate with BUY. PT of Rs1980 set at 18.5x mall EV/Ebitda"  
[X Link](https://x.com/exencial_RP/status/1979803702312452441) [@exencial_RP](/creator/x/exencial_RP) 2025-10-19T06:56Z 8743 followers, XXX engagements


"Jefferies Plans Entry into Indias $XXX Billion Mutual Fund Market Amid Retail Investment Boom. - Jefferies Financial Group plans to enter Indias $XXX billion mutual fund market. - The firm has hired Milind Barve former head of HDFC Asset Management as an adviser. - Entry will depend on regulatory approvals and strategy finalization. - Indias mutual fund industry has seen strong retail investor inflows with $X billion added since April. - Jefferies will compete with established players like HDFC Bank ICICI Bank and SBI. - It will also face competition from global firms like BlackRock which"  
[X Link](https://x.com/exencial_RP/status/1975505365367148834) [@exencial_RP](/creator/x/exencial_RP) 2025-10-07T10:15Z 8748 followers, XXX engagements


"Nuvama USD34bn Indian defence electronics market to expand 1.52x defence budget outlay over FY2530E"  
[X Link](https://x.com/exencial_RP/status/1977226218912043303) [@exencial_RP](/creator/x/exencial_RP) 2025-10-12T04:14Z 8748 followers, 1467 engagements


"ACGL reported robust Q2 FY26 results with significant YoY growth in revenue (57.37%) and PAT (99.38%) driven by a XXXX% increase in bus body production and strong margin expansion. The strategic transfer of promoter stake to TML Commercial Vehicles Limited solidifies its crucial linkage with Tata Motors enhancing its competitive position for the near term"  
[X Link](https://x.com/exencial_RP/status/1978059458967421151) [@exencial_RP](/creator/x/exencial_RP) 2025-10-14T11:25Z 8747 followers, XXX engagements


"Deal Would Unite Media Giants Paramount Skydance is considering a merger with Warner Bros. Discovery aiming to create one of the largest media and streaming companies. The combined company would own leading movie studios top cable networks major franchises (like Mission: Impossible CSI DC Comics and Harry Potter) and major streaming services (Paramount+ HBO Max Discovery+). The merger would help the new giant better compete with leading platforms such as Netflix Disney and Amazon. If successful it would combine paid streaming subscribers and box office revenues with Warner Bros. Discovery and"  
[X Link](https://x.com/exencial_RP/status/1978068015532171527) [@exencial_RP](/creator/x/exencial_RP) 2025-10-14T11:59Z 8748 followers, XXX engagements


"Surprises are the norm in investing. Diversification is your defense"  
[X Link](https://x.com/exencial_RP/status/1980065175269974309) [@exencial_RP](/creator/x/exencial_RP) 2025-10-20T00:15Z 8747 followers, XXX engagements


"MS US Semiconductor Export Controls Past export controls: Biden and Trump 1.0"  
[X Link](https://x.com/exencial_RP/status/1980174646357147729) [@exencial_RP](/creator/x/exencial_RP) 2025-10-20T07:30Z 8748 followers, XXX engagements


"Multipolar World - Defence Upcycle Global defence budgets are rising materially in response to various conflicts and tensions . We expect Asia defence manufacturers to benefit from the increase in their respective countries' defence expenditure and see opportunities to capture share in the international market driven by strong demand and tight supply. Global defence expenditure as % GDP is set to rise According to the Institute for Economics and Peace there are XX conflicts ongoing at present. These have become more international with XX countries involved in conflicts outside their borders"  
[X Link](https://x.com/exencial_RP/status/1980184209542316053) [@exencial_RP](/creator/x/exencial_RP) 2025-10-20T08:08Z 8749 followers, XXX engagements


"Investec Auto & Auto Ancillaries Better visibility at home drives optimism"  
[X Link](https://x.com/exencial_RP/status/1976204244429513011) [@exencial_RP](/creator/x/exencial_RP) 2025-10-09T08:33Z 8748 followers, 4919 engagements


"jm India Outsourced Spend Management market revenue to reach INR 131bn by 2027"  
[X Link](https://x.com/exencial_RP/status/1977969453120790876) [@exencial_RP](/creator/x/exencial_RP) 2025-10-14T05:27Z 8750 followers, XXX engagements


"ICICI Prudential Life Insurance Company Limited Q2'26 Investor Presentation Total premium collected by life insurers grew massively from XXX billion in FY2002 to 8299 billion in FY2024 showing strong industry expansion. Assets under management rose sharply from XXX trillion in FY2002 to XXXX trillion in FY2024 highlighting significant growth in managed money. The percentage of the in-force sum assured (insurance protection) compared to GDP jumped from XXXX% in FY2002 to XXXX% in FY2024 signifying more insurance coverage for the population. Industry penetration (premiums as % of GDP) peaked in"  
[X Link](https://x.com/exencial_RP/status/1978097711544193041) [@exencial_RP](/creator/x/exencial_RP) 2025-10-14T13:57Z 8750 followers, XXX engagements


"Initial Take on ENBD-RBL Bank Acquisition News CITI'S TAKE : According to various media reports (e.g. Reuters Oct XX - link ET Oct XX - link) Emirates NBD is in advanced for a majority stake in RBL Bank (RBK). : While none of the banks involved have either confirmed or denied the news reports these reports (if true) add another dimension to the already ongoing : debate around ENBDs plan to expand inorganically into India. We reiterate our Buy call on ENBD - and see any potential transaction as the removal of : along pending overhang. For RBK ownership transition complemented by : a structural"  
[X Link](https://x.com/exencial_RP/status/1978287480529957250) [@exencial_RP](/creator/x/exencial_RP) 2025-10-15T02:31Z 8750 followers, 1238 engagements


"HDFC Asset Management Company Limited Q2'26 Investor Presentation Systematic Investment Plan (SIP) flows in India have steadily increased from XXX billion in Sep 2024 to XXX billion in Sep 2025 with growing SIP account numbers from XXXX million to XXXX million. The total Assets Under Management (AUM) via SIPs also rose reaching XXXX trillion by September 2025 from XXXX trillion in September 2024 showing strong mutual fund inflows. Mutual fund AUM across asset classes has grown with equity comprising XX% of total AUM as of September 2025 up slightly from previous periods. Individual investors"  
[X Link](https://x.com/exencial_RP/status/1978486775904415987) [@exencial_RP](/creator/x/exencial_RP) 2025-10-15T15:43Z 8751 followers, XXX engagements


"Vikram Solar delivered stellar Q2 FY26 results with remarkable XXXXX% YoY revenue growth and an extraordinary 1085.17% YoY PAT surge alongside significant EBITDA margin expansion to 22.54%. The post-IPO balance sheet transformation including turning net-cash positive and a strong operating cash flow turnaround positions the company for future growth as it deploys substantial unutilised capex funds"  
[X Link](https://x.com/exencial_RP/status/1979011185878946134) [@exencial_RP](/creator/x/exencial_RP) 2025-10-17T02:26Z 8749 followers, 1052 engagements


"*Global bits* China: Q3 GDP growth slows to XXX% its lowest in a year amid a property slump and weak trade; rare earth magnet exports down X% in September; fossil-fuel power output falls 5.4%; exports to North Korea surge; lending rates kept unchanged for the fifth straight month. Japan: Bank of Japans Ueda remains non-committal ahead of October meeting; Japanese shares lead Asian rally. South Korea: Aims to become the 4th-largest global defence power as stated by President Lee. United Kingdom: Housing market loses momentum ahead of budget according to Rightmove. New Zealand: Inflation rises"  
[X Link](https://x.com/exencial_RP/status/1980107468857627039) [@exencial_RP](/creator/x/exencial_RP) 2025-10-20T03:03Z 8750 followers, XXX engagements


"America's rare earth delusion The U.S. depends heavily on China for rare earth minerals which are essential for technologies like electric vehicles defense systems and renewable energy. Despite recognizing this dependency America has struggled to build its own rare earth supply chain due to high costs environmental issues and lack of industrial policy. China strategically dominates the rare earth industry not just in mining but also in refining and processing where the real economic power lies. Efforts by the U.S. to revive domestic production have been slow and insufficient with limited"  
[X Link](https://x.com/exencial_RP/status/1980204090668790162) [@exencial_RP](/creator/x/exencial_RP) 2025-10-20T09:27Z 8750 followers, XXX engagements


"OpenAI's blockbuster deals spark payout doubts OpenAIs new funding deals are raising concerns about ownership dilution and how payouts will be distributed among existing shareholders. The companys complex ownership structureinvolving a non-profit and a capped-profit armmakes it difficult to determine who benefits financially from big deals. Microsoft OpenAIs largest backer holds significant influence but newer investors might get smaller returns compared to early ones. CEO Sam Altman and senior employees could receive large payouts as the companys valuation nears $XXX billion but this also"  
[X Link](https://x.com/exencial_RP/status/1980234289821180385) [@exencial_RP](/creator/x/exencial_RP) 2025-10-20T11:27Z 8752 followers, XXX engagements


"Ambit On Federal Bank Growth consolidates while profitability improves FB reported in-line PAT of Rs9.6bn however sequential improvement in margins (+12bps) is a positive surprise. The bank continued witnessing balance sheet consolidation with loans/deposits growing slower (6%/7% YoY) than industry average (10% YoY). Yet we appreciate visible rise in betteryield loans and low-cost CASA share which drive sequential improvement in margins. The bank also reported sequential decline in fresh slippages led by initial stabilization in MFI portfolio however the management prefers to remain watchful."  
[X Link](https://x.com/exencial_RP/status/1980476638744776929) [@exencial_RP](/creator/x/exencial_RP) 2025-10-21T03:30Z 8753 followers, 2011 engagements


"It took nearly XX years to install the first solar TW and only X years (2022-2024) to double the solar fleet to X TW"  
[X Link](https://x.com/exencial_RP/status/1980588084640309490) [@exencial_RP](/creator/x/exencial_RP) 2025-10-21T10:52Z 8753 followers, XXX engagements


"US debt-to-GDP of XXX% is an illusion - its actually XX% when measured against the dollars TRUE global footprint ($61.5T of trade-weighted global GDP)"  
[X Link](https://x.com/exencial_RP/status/1980681888886059408) [@exencial_RP](/creator/x/exencial_RP) 2025-10-21T17:05Z 8757 followers, XXX engagements


"Bank deposits lag loan growth Indian banks are experiencing faster loan growth compared to deposit growth with Q2 data showing this divergence widening for most banks. The slowdown in deposit growth versus loans could strain banks liquidity and create asset-liability mismatch risks pressuring their ability to lend more. Banks like HDFC Bank Punjab National Bank and Kotak Mahindra Bank have higher loan growth than deposit growth with HDFCs loans up XXXX% and deposits up 14.6%. YES Bank was an exception with deposit growth exceeding loan growth reflecting cautious credit expansion. Tightening"  
[X Link](https://x.com/exencial_RP/status/1977978425768882273) [@exencial_RP](/creator/x/exencial_RP) 2025-10-14T06:03Z 8754 followers, XXX engagements


"Bofa Five mounting risks for the S&P XXX. Be selective S&P XXX valuation metrics show XX out of XX metrics at historically expensive levels with Market Cap to GDP P/B P/OCF and EV/Sales hitting record highs XX% of bear market signposts are triggered (below the XX% average before prior market peaks) indicating mounting risks AI may reduce demand for professional services potentially conflicting with US consumer resilience that has driven consumption growth since the 1980s Private lending has replaced big banks post-2008 but risks are building in this sector with AI funding creating complex"  
[X Link](https://x.com/exencial_RP/status/1980482486820835708) [@exencial_RP](/creator/x/exencial_RP) 2025-10-21T03:53Z 8760 followers, XXX engagements


"BOFA Data center market to hit $900+bn in 28E We estimate data center capex was more than $400bn globally in 2024 rising to more than $500bn in 2025E. We expect AI adoption to drive a XX% market-wide CAGR over 2024-28E. We size Electrical and Thermal equipment markets at $18bn and $10bn markets espectively in 2024"  
[X Link](https://x.com/exencial_RP/status/1975834677576384754) [@exencial_RP](/creator/x/exencial_RP) 2025-10-08T08:04Z 8761 followers, XXX engagements


"BOFA Estimated data center networking equipment market share Arista and Cisco Systems are the two largest vendors We estimate a $36bn market size for networking equipment"  
[X Link](https://x.com/exencial_RP/status/1975844866799415772) [@exencial_RP](/creator/x/exencial_RP) 2025-10-08T08:45Z 8760 followers, XXX engagements


"*Investec: Adani Ports and SEZ (APSE.NS) From harbour to hinterland; initiate with BUY* Adani Ports and SEZ (ADSEZ) runs XX ports/ terminals alongside rapidly growing logistics and marine businesses. This integrated network offers a competitive edge evident from the sharp volume/margin gains at acquired assets. Following the recent acquisition-led volume growth the next leg of growth should come from scaling existing ports (rev CAGR of XX% over FY25-30E). This should help ADSEZ deliver strong CFs and continue the deleveraging trend providing the optionality to win new port concessions. Val at"  
[X Link](https://x.com/exencial_RP/status/1976668955562684754) [@exencial_RP](/creator/x/exencial_RP) 2025-10-10T15:19Z 8761 followers, 1261 engagements


"Why tariffs have not crippled the global economy Despite the implementation of steep tariffs by the Trump administration global merchandise trade has continued to grow defying expectations of a recession. The International Monetary Fund (IMF) has raised its outlook for global economic growth for 2025 reflecting stronger-than-expected performance in trade volumes. Factors such as resilient demand multiple export destinations and countries like India offsetting declines in other regions have helped the global economy withstand tariffs. Chinas exports have also grown partly due to increased"  
[X Link](https://x.com/exencial_RP/status/1978012842574872602) [@exencial_RP](/creator/x/exencial_RP) 2025-10-14T08:19Z 8760 followers, XXX engagements


"Elara Financial Services Key Charts Transformation has begun; sector entering its defining decade Changing hue of household savings Decadal shift in financial flows indicate sharp drop in deposit share Retail and MSME to dominate credit share by FY35E growing 3x from current levels Financial Services Revenue pool to undergo structural changes (will triple in size by FY35E)"  
[X Link](https://x.com/exencial_RP/status/1978282351445651956) [@exencial_RP](/creator/x/exencial_RP) 2025-10-15T02:10Z 8761 followers, 8729 engagements


"UBS Food Delivery receipts and QC penetration: Monthly snapshot Detailed Comparison on Swiggy & Zomato Swiggy's order volume growth picking up in recent months due to newer low AOV initiatives What trends are we seeing in monetization In terms of Swiggy's monetization (Zomato's data not available): i) discounts declined to22.6% in Sep'25 (+312bps YoY and -47bps MoM) although it's not clear what proportion of the discounts is restaurant funded; ii) delivery fee as a % of AOV fell to2.2% (-50bps MoM -195bps YoY). Delivery fees have continued on a downward trend for the past 2-3 years due to"  
[X Link](https://x.com/exencial_RP/status/1978418245846626754) [@exencial_RP](/creator/x/exencial_RP) 2025-10-15T11:10Z 8760 followers, 5402 engagements


"HDFC Life Insurance Company Limited Q2'26 Investor Presentation India is now the worlds fifth largest and fastest-growing economy with GDP reaching $XXX trillion in 2025 after rapid trillion-dollar growth in recent years. The average age in India is just XX making it the youngest major economy globally with this demographic advantage expected to continue until 2070. By 2030 nearly half (46%) of Indian households will be in the middle-income segment up from XX% in 2020 reflecting rising affluence in the population. Per capita income is projected to jump to USD 4000 by 2030 a XX% increase over"  
[X Link](https://x.com/exencial_RP/status/1978468655810977956) [@exencial_RP](/creator/x/exencial_RP) 2025-10-15T14:31Z 8761 followers, XXX engagements


"3. RENEWABLE ADDITIONS ON A ROLL BUT PLFS DISAPPOINT i) Capacity additions and PLFs Capacity addition for developers clearly good but earnings could disappoint given low PLFs rising curtailment and low prices on solar hours on spot market. Strong renewable addition in FY26 till now Solar PLF quite soft wind slightly better in Q2 ii) Rooftop solar (RTS) additions and solar PV market A very strong quarter for most solar PV players though we would keep an eye out for commentary on prices and exports to US Monthly rooftop solar capacity additions have almost doubled in the recent months Domestic"  
[X Link](https://x.com/exencial_RP/status/1978638636246778336) [@exencial_RP](/creator/x/exencial_RP) 2025-10-16T01:46Z 8760 followers, XXX engagements


"4. THERMAL PLANT PERFORMANCE While it shouldn't impact NTPC earnings much other than a bit of incentives given plants are cost+ we should see reasonable impact on other thermal power plant operators this quarter. Even for Adani Ports this might impact coal imports at Mundra in coming months as well. Lower PLFs for select merchant players Thermal PLF summary Coal stock levels continue to be healthy"  
[X Link](https://x.com/exencial_RP/status/1978638640076165564) [@exencial_RP](/creator/x/exencial_RP) 2025-10-16T01:46Z 8760 followers, XXX engagements


"Nomura India Equity Strategy Portfolio: Sector preferences and most and least preferred stocks"  
[X Link](https://x.com/exencial_RP/status/1978641796201873589) [@exencial_RP](/creator/x/exencial_RP) 2025-10-16T01:59Z 8760 followers, XXX engagements


"Ambit On JSW Energy KSK performance and Utkal PPA drive TP increase JSWE reported 2QFY26 EBITDA (excl. other income) of Rs30bn 1%/14% above our/consensus estimates rising X% QoQ on stronger RE and hydro performance partly offset by weaker thermal PLFs and dark spreads. KSK posted EBITDA of Rs8bn (vs est. Rs6.5bn) marking second quarter of improved operations; we raise estimates to reflect higher efficiency. Utkals 400MW PPA with Karnataka reduces merchant exposure to X% of capacity. Of 17GW under development PPAs are tied up for 12.5GW. Manufacturing foray into battery packs boilers and wind"  
[X Link](https://x.com/exencial_RP/status/1980461538495361526) [@exencial_RP](/creator/x/exencial_RP) 2025-10-21T02:30Z 8761 followers, XXX engagements


"Amazon Web Services Has A Huge Presence Over The Internet Its a good reminder of just how big AWS is powering more than XX million websites globally. Data from Built With shows that a whopping XX million website are built with AWS infrastructure including more than 20000 websites that earn more than $X million every month"  
[X Link](https://x.com/exencial_RP/status/1980469969008677215) [@exencial_RP](/creator/x/exencial_RP) 2025-10-21T03:03Z 8761 followers, 1137 engagements


"B&K Energy storage market opportunity The energy storage market is comprised of three components: Energy storage products services and digital applications and solutions. Energy storage products encompass the components (including batteries) professional services and labour required to manufacture assemble and install products. Services include the recurring management services that are provided by third parties when asset owners outsource the operations of their systems and the provision of ESaaS. Digital applications and solutions include operating systems applications such as trading"  
[X Link](https://x.com/exencial_RP/status/1980618670381625655) [@exencial_RP](/creator/x/exencial_RP) 2025-10-21T12:54Z 8760 followers, 2598 engagements


"Good investing feels slow boring and repetitive. Bad investing feels urgent and exciting"  
[X Link](https://x.com/exencial_RP/status/1980990020744863810) [@exencial_RP](/creator/x/exencial_RP) 2025-10-22T13:30Z 8761 followers, XXX engagements


"Since 1980 the S&P XXX has experienced : X bear markets Over 1300 all-time highs A total return of over 10000% Pain is temporary. Compounding is forever"  
[X Link](https://x.com/exencial_RP/status/1981141016121119083) [@exencial_RP](/creator/x/exencial_RP) 2025-10-22T23:30Z 8760 followers, XXX engagements


"Kotak On Oil Gas & Consumable Fuels The topic of Russian oil import reduction continues to loom According to some media reports the US President has claimed to have gotten an assurance from the Indian PM that India would stop buying Russian crude. Although the Indian government has not confirmed this we believe the pressure to reduce Russian crude imports will likely rise. Russian imports at 1.6-1.7 mb/d comprise more than one-third of Indias total oil imports (more than one-fourth of Russias total oil exports). While stopping Russian imports fully is not feasible as it could lead to price"  
[X Link](https://x.com/exencial_RP/status/1981186315355148397) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T02:30Z 8760 followers, XXX engagements


"Jefferies India Premiumization : Key Charts Premiumisation - a sustainable long-term theme Premium category goods are seeing higher demand compared to entry level products"  
[X Link](https://x.com/exencial_RP/status/1981219142989730132) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T04:40Z 8760 followers, XXX engagements