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# ![@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 india, $6753t, gdp, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +1%
- X Months XXXXXXX +55%
- X Year XXXXXXXXX +66%

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

- X Week XXX -X%
- X Month XXX +22%
- X Months XXXXX +15%
- X Year XXXXX -XX%

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

- X Week XXXXX +0.57%
- X Month XXXXX +4.40%
- X Months XXXXX +34%
- X Year XXXXX +137%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1714522190157103104/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [countries](/list/countries)  XXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  #2939

**Social topic influence**
[india](/topic/india) 6.38%, [$6753t](/topic/$6753t) #1197, [gdp](/topic/gdp) #253, [investment](/topic/investment) #3654, [insurance](/topic/insurance) #1277, [reaching](/topic/reaching) 1.42%, [balance sheet](/topic/balance-sheet) #1791, [life insurance](/topic/life-insurance) 1.42%, [stocks](/topic/stocks) #4333, [alltime](/topic/alltime) XXXX%

**Top accounts mentioned or mentioned by**
[@dixontechindia](/creator/undefined) [@omkar_jagdale](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [IBM (IBM)](/topic/ibm) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts [#](/creator/twitter::1714522190157103104/posts)
---
Top posts by engagements in the last XX hours

"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 8762 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 8760 followers, XXX engagements


"MS Addressing investor questions on SBI Cards and NBFCs"  
[X Link](https://x.com/exencial_RP/status/1976520526324527398) [@exencial_RP](/creator/x/exencial_RP) 2025-10-10T05:29Z 8762 followers, XXX 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 8762 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


"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 8763 followers, 1241 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, 5403 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 8763 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 8762 followers, 1056 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


"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 8763 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 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 8760 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


"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 8762 followers, 2038 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


"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 8762 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 8764 followers, XXX 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 8762 followers, XXX 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 8762 followers, 1404 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 8766 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 8762 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 8771 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 8771 followers, 1263 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 8771 followers, XXX 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 8771 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 8771 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 8771 followers, XXX 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 8771 followers, 2680 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 8771 followers, 1000 engagements


"Kotak On Insurance :: Turbulent September Although the overall industry-level growth remains moderate for non-life players competitive intensity appears to be waning especially from the smaller private players. Go Digit and Niva Bupa have reported significant moderation in GWP growth to XX% and (-)1.4% yoy in September 2025 from 14-27% and 3-10% respectively in the previous two months. Bajaj General and Star Health have gained market share growing at XX% and XXX% yoy during the month. ICICI Lombard reported moderate X% growth"  
[X Link](https://x.com/exencial_RP/status/1981216512791716299) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T04:30Z 8771 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 8773 followers, 1101 engagements


"Crisil Limited Q2'26 Investor Presentation Indian banks' gross NPAs (non-performing assets) have steadily fallen from XXX% in FY20 to an expected 2.2-2.3% in FY26 showing strong improvement in asset quality. Indias mutual fund industry is growing fast with average assets under management (AUM) rising from 3864 crore in 2021 to 7827 crore in Q3 2025. Global banks revenue from institutional and corporate clients is expected to rise by X% in 2025 after remaining steady over the past few years. The return on equity (profitability) for global corporate and investment banking is projected to move"  
[X Link](https://x.com/exencial_RP/status/1981246962562453803) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T06:31Z 8772 followers, XXX engagements


"The coming quantum leap Andhra Pradesh led by CM Chandrababu Naidu is developing a major quantum-computing hub in Amaravati aiming to make it a global center for future tech industries. The Amaravati Quantum Valley (AQV) project involves top companies like IBM TCS and L&T and plans to build and export Indias first quantum computers by 2029 attracting investments worth $X billion. Quantum computing is expected to revolutionize sectors such as finance healthcare logistics security and AI by solving problems much faster than classical computers. The project faces tough technological and"  
[X Link](https://x.com/exencial_RP/status/1981283704531001761) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T08:57Z 8773 followers, 1290 engagements


"Goldman Sachs GLOBAL STRATEGY PAPER Investing in Everything Everywhere All at Once The value of the World Portfolio (global equities and bonds) has grown from XX% to over XXX% of world GDP since the 1990s mainly due to rising financial asset prices and allocations. Equity weight (stocks) in global portfolios has substantially increased relative to bonds especially after the Global Financial Crisis (GFC) reflecting a shift in investor risk preference. The US now holds a much larger share within global equity and bond allocations making US assets increasingly dominant in global investor"  
[X Link](https://x.com/exencial_RP/status/1981322209051521206) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T11:30Z 8771 followers, XXX engagements


"India faces 700+ Cyber Threats Every Minute as Y2Q Looms India currently faces over XXX potential cyber threats every minute highlighting the country's vulnerability as digital adoption surges and the quantum computing era (Y2Q) approaches. Cyberattacks range from malware to state-backed incidents with financial health and government sectors most at risk due to the high value and density of their data. Experts stress a shift from signature-based to behavior-based detection for responding to new and sophisticated threats. Bridging the cyber literacy gap and making cybersecurity a proactive"  
[X Link](https://x.com/exencial_RP/status/1981345109351551401) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T13:01Z 8772 followers, XXX engagements


"CLSA On @DixonTech_India Charting a new course In line results allays market share loss fears; uptick in new segments key 1Q revenue growth of XX% QoQ largely addressed investor concern around market share losses. Smartphone volume should grow 40%+ in FY27CL post-which it hinges on an uptick in exports. PLI scheme discontinuation may pressure margins in early- FY27 ahead of backward integration. Visibility on growth as domestic market share in smartphones saturates through new categories (IT hardware telecom and exports) and progress on margin expansion projects are key to watch for. We cut"  
[X Link](https://x.com/exencial_RP/status/1981193874287546645) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T03:00Z 8771 followers, XXX engagements


"West Asia raises a toast to Indian teas amid Russia slump Indian tea exports to Iran and Iraq surged offsetting a sharp drop in shipments to Russia in the first eight months of 2025. From January to August exports to Iran rose to XXXXX million kg (from XXXXX million) and to Iraq at XXXXX million kg while exports to Russia dropped noticeably. The shift is due to payment challenges and weak demand from Russia historically a top buyer as well as increased demand and easier payments from West Asian markets. Orthodox teas are especially popular in these new markets leading the growth in demand for"  
[X Link](https://x.com/exencial_RP/status/1981304089121345715) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T10:18Z 8773 followers, XXX engagements


"ANTIQUE STOCK BROKING LIMITED Indian Water Purifier Industry The water purifier industry in India was valued at XX billion in FY19 and is projected to reach XXX billion by FY29. The industry grew at a compound annual growth rate (CAGR) of XXX% between FY19 and FY24 and is expected to accelerate with a XXXX% CAGR from FY24 to FY29. The water purifier service market is also predicted to grow rapidly matching the core industrys scale from XX billion in FY19 to XXX billion in FY29. The service market had a XXX% CAGR in the previous period (FY19-FY24) and will speed up to XXXX% CAGR in FY24-FY29."  
[X Link](https://x.com/exencial_RP/status/1981337309912952918) [@exencial_RP](/creator/x/exencial_RP) 2025-10-23T12:30Z 8773 followers, XXX engagements


"UBS On Titan Company Time to re-jewel your portfolio Titan is on the cusp of a major rebound; we foresee c25% upside After two years of stagnation we believe Titan's shares are positioned for a strong rebound. Titan has delivered c20% jewellery revenue growth in the past two years despite a gold price spike. With a jewellery margin reset (in its quest to keep a competitive gold price for consumers) in the past we foresee a major earnings rebound (+46% and +21% in FY26 and FY27 after a muted FY25). In our view LGDs do not pose an immediate threat and Titan's strategy of waiting and watching"  
[X Link](https://x.com/exencial_RP/status/1981548702352494611) [@exencial_RP](/creator/x/exencial_RP) 2025-10-24T02:30Z 8772 followers, XXX engagements


"Nuvama Recent IPOs in India : Unveiling share lock-in expiry dates for Investors Between 24th Oct 2025 and 26th Feb 2026 a total of XX companies are slated to have their pre-listing shareholder lock-ins lifted amounting to the value of USD 36bn"  
[X Link](https://x.com/exencial_RP/status/1981559115764654291) [@exencial_RP](/creator/x/exencial_RP) 2025-10-24T03:11Z 8773 followers, 2088 engagements