# ![@thevicky_roy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1751069036534755328.png) @thevicky_roy Vicky Roy

Vicky Roy posts on X about growth, business, investment, target the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1751069036534755328/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751069036534755328/c:line/m:interactions.svg)

- [--] Week [---] -99%
- [--] Month [---------] +1,113%
- [--] Year [---------] +976,137%

### Mentions: [--] [#](/creator/twitter::1751069036534755328/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751069036534755328/c:line/m:posts_active.svg)

- [--] Week [--] -81%
- [--] Month [-----] +1,040%
- [--] Year [-----] +42,817%

### Followers: [-----] [#](/creator/twitter::1751069036534755328/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751069036534755328/c:line/m:followers.svg)

- [--] Week [-----] -0.35%
- [--] Month [-----] +35%
- [--] Year [-----] +7,060%

### CreatorRank: undefined [#](/creator/twitter::1751069036534755328/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751069036534755328/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  48.15% [countries](/list/countries)  8.33% [stocks](/list/stocks)  1.85% [travel destinations](/list/travel-destinations)  1.85% [technology brands](/list/technology-brands)  0.93% [automotive brands](/list/automotive-brands)  0.93% [cryptocurrencies](/list/cryptocurrencies)  0.93%

**Social topic influence**
[growth](/topic/growth) 12.04%, [business](/topic/business) 8.33%, [investment](/topic/investment) 7.41%, [target](/topic/target) 6.48%, [strong](/topic/strong) 6.48%, [hidden](/topic/hidden) 5.56%, [india](/topic/india) 5.56%, [gold](/topic/gold) 5.56%, [underway](/topic/underway) 4.63%, [finance](/topic/finance) 3.7%

**Top accounts mentioned or mentioned by**
[@kobeissiletter](/creator/undefined) [@gargaditya](/creator/undefined) [@prakashplutus](/creator/undefined) [@iradhikagupta](/creator/undefined) [@vanditjain1994](/creator/undefined) [@suryachaudhary1](/creator/undefined) [@nakulvibhor](/creator/undefined) [@vishalsusheel](/creator/undefined) [@rohaninvestor](/creator/undefined) [@marketscientist](/creator/undefined) [@broatcost](/creator/undefined) [@fintech00](/creator/undefined) [@darshitpatel84](/creator/undefined) [@shanaka86](/creator/undefined) [@angeloinchina](/creator/undefined) [@wealthwatcherco](/creator/undefined) [@ipoagarwal](/creator/undefined) [@bitcoinsapiens](/creator/undefined) [@pkjat340](/creator/undefined)

**Top assets mentioned**
[GE Vernova Inc. (GEV)](/topic/$gev)
### Top Social Posts
Top posts by engagements in the last [--] hours

"which from here has your attention and/or money Dixon Technologies Syrma SGS Kaynes Technology Cyient DLM Avalon Technologies Amber Enterprises EPACK Durable PG Electroplast Elin Electronics IKIO Technologies check this Revenue segment. Anything resonates well"  
[X Link](https://x.com/thevicky_roy/status/2010347478218846540)  2026-01-11T13:46Z [----] followers, [----] engagements


"@KobeissiLetter Impressive alpha generation That 14% outperformance is solid though curious about the risk-adjusted metrics. In Indian markets we've seen similar patterns where tactical allocation beats passive indexing consistently"  
[X Link](https://x.com/thevicky_roy/status/2012923353988841912)  2026-01-18T16:21Z [----] followers, [--] engagements


"AU SMALL FIN. BANK Banks Earnings Analysis- Management just lowered their mortgage growth target from 'over 20%' to '17-18%' in just [--] months. Credit card recovery timeline also pushed back by a year. When growth targets get revised down twice pay attention"  
[X Link](https://x.com/thevicky_roy/status/2013830420295811163)  2026-01-21T04:26Z [----] followers, [---] engagements


"Those returns on the Mirae Asset ETF are solid especially with that volume showing real interest from investors. Though I'd add that these metal ETFs give you broader exposure beyond just copper - you're getting into steel aluminum zinc companies too. If you want more direct copper exposure might be worth looking at international copper ETFs or even the commodity futures but the Indian metal ETFs are definitely the simpler play. What's driving your interest in copper specifically right now https://twitter.com/i/web/status/2014298239881871867 https://twitter.com/i/web/status/2014298239881871867"  
[X Link](https://x.com/thevicky_roy/status/2014298239881871867)  2026-01-22T11:24Z [----] followers, [----] engagements


"@Garg_Aditya_ Solid picks but you're missing the tax angle here. ELSS funds give you the 80C deduction plus equity upside - why not throw in something like Mirae Asset or Axis Long Term Equity Also curious about the Quant mention - their multi-asset or specifically the small cap fund"  
[X Link](https://x.com/thevicky_roy/status/2014899030846034050)  2026-01-24T03:12Z [----] followers, [---] engagements


"Strategic Wins Amid Storm: Bristol Myers Squibb partnership extended till [----] (25-year relationship) 700+ scientists supporting BMS in Bangalore New US biologics facility cleared for operations Underlying business growing high single-digit excluding problem product"  
[X Link](https://x.com/thevicky_roy/status/2015517308484293003)  2026-01-25T20:09Z [----] followers, [---] engagements


"PREMIER ENERGIES Engineering & Capital Goods Earnings Analysis- Management timeline confusion raises red flags: Oct 2025: "5 GW Ingot Wafer facility by Dec 2027" Jan 2026: "Commissioning by Dec 2026" 1-year acceleration without clear explanation. Watch consistency"  
[X Link](https://x.com/thevicky_roy/status/2015608384238825783)  2026-01-26T02:11Z [----] followers, [---] engagements


"Management scaled down non-gold businesses and paused new car loans pushing growth timeline to Q1 FY27. Initial guidance suggested momentum pickup in '1-2 quarters' but strategy shifted toward strengthening controls first. Strategic roadmap delayed to FY27"  
[X Link](https://x.com/thevicky_roy/status/2016976944588607950)  2026-01-29T20:49Z [----] followers, [--] engagements


"Ashirvad's new book showing 99.78% collection efficiency expected to grow from 33% to 57-60% of portfolio by Q2 FY27. Co-lending partnerships went live this week. Bain Capital's 18% investment awaits final RBI approval within one month"  
[X Link](https://x.com/thevicky_roy/status/2016976956387184752)  2026-01-29T20:49Z [----] followers, [--] engagements


"Hidden operational insights: Captive alumina mix rising 63%80% by Q1-Q2 FY27 Gamsberg Phase [--] at 90% completion ASP project (world's largest single-field) unlocking 50M barrels additional reserves Power capacity scaling [---] GW20-30 GW long-term"  
[X Link](https://x.com/thevicky_roy/status/2016983987475108290)  2026-01-29T21:17Z [----] followers, [--] engagements


"Investment Learning: Even with record margins watch execution vs guidance. Alumina cost reduction delivered $22 vs $50 guided. Sijimali mine and Athena Unit [--] both delayed to FY27. Strong financials don't always align with operational timelines"  
[X Link](https://x.com/thevicky_roy/status/2016983999399547079)  2026-01-29T21:17Z [----] followers, [--] engagements


"That's the shift everyone's missing - it's not just "AI exists" anymore it's AI that actually replaces specific roles. When Claude can handle your financial analysis or legal research directly. different ballgame entirely AI tools aren't new so why is IT selling off (now) The answer seems to be - new plugins from Anthropic From what I understood plugins for its Cowork facility basically transform Claude into a specialized teammate for finance sales marketing legal. Basically general AI tools aren't new so why is IT selling off (now) The answer seems to be - new plugins from Anthropic From"  
[X Link](https://x.com/thevicky_roy/status/2019082724015824945)  2026-02-04T16:16Z [----] followers, [---] engagements


"Fund manager reputation vs actual performance -classic disconnect. Shah's brand carries weight but numbers don't lie over 3-5 year periods. Seen this before where big names coast on past glory while execution suffers. What's the expense ratio difference between these two Sometimes you're paying premium for underperformance. https://twitter.com/i/web/status/2016521419593798130 https://twitter.com/i/web/status/2016521419593798130"  
[X Link](https://x.com/thevicky_roy/status/2016521419593798130)  2026-01-28T14:39Z [----] followers, [---] engagements


"@Prakashplutus Smart moves. Going cost-to-cost while deleveraging shows real discipline. Most people either stay leveraged or exit at a loss when they get nervous"  
[X Link](https://x.com/thevicky_roy/status/2016523093322379305)  2026-01-28T14:45Z [----] followers, [---] engagements


"Nuvama Wealth Asset Management Earnings Analysis- While management guided 75-80 cr transactional revenue for Q3-Q4 actual Q3 came in at [--] cr. Yet 9-month profits still surged 197% to [---] cr vs [---] cr in FY23"  
[X Link](https://x.com/thevicky_roy/status/2016536506240999600)  2026-01-28T15:39Z [----] followers, [---] engagements


"Hidden insight: Offshore revenue already contributes 5% of private revenue with Dubai office breakeven and Singapore expected profitable within [--] quarters. RM capacity expanded to [---] with 10% annual addition strategy continuing"  
[X Link](https://x.com/thevicky_roy/status/2016536541578002894)  2026-01-28T15:39Z [----] followers, [--] engagements


"Key learning: Asset management businesses require multiple revenue models to succeed. Nuvama operates fee-based wealth (90%+ retention) transactional capital markets and alternative fund structures - each with different cycles and margins"  
[X Link](https://x.com/thevicky_roy/status/2016536553246593089)  2026-01-28T15:39Z [----] followers, [---] engagements


"GE Vernova T&D India Engineering & Capital Goods Earnings Analysis- India's renewable energy boom is creating massive transmission infrastructure demand. With [--] GW solar and [---] GW wind added in [----] alone HVDC transmission becomes critical to evacuate power from remote generation sites. https://twitter.com/i/web/status/2016541045157421538 https://twitter.com/i/web/status/2016541045157421538"  
[X Link](https://x.com/thevicky_roy/status/2016541045157421538)  2026-01-28T15:57Z [----] followers, [---] engagements


"Management provided updated timelines for key projects: Large export order (3000 crores): Now expected H2 FY27 Barmer HVDC project: Timeline shifted to Q2 FY27 European market: Limited role expected due to existing local facilities Project delays common in infra sector"  
[X Link](https://x.com/thevicky_roy/status/2016541081094205949)  2026-01-28T15:57Z [----] followers, [--] engagements


"Investment learning: Infrastructure plays benefit from long-term policy tailwinds but face project timeline uncertainties. GE Vernova's 98% order book from central utilities/PSUs/private customers vs 2% state utilities shows risk management through customer diversification"  
[X Link](https://x.com/thevicky_roy/status/2016541093190643897)  2026-01-28T15:57Z [----] followers, [--] engagements


"Mah & Mah Financial Services NBFC Earnings Analysis- ROA jumped to 2.5% in Q3 after completing their 'Udaan' transformation with 95% channel migration to new tech stack. Management now pivots from capability building to aggressive growth mode"  
[X Link](https://x.com/thevicky_roy/status/2016557139280695557)  2026-01-28T17:01Z [----] followers, [---] engagements


"Strong Q3 performance: PAT up 59% QoQ 76% for 9M period. NIM improved to 7.1% (9M) vs 6.6% prior year. Asset quality remains stable with GS3 at 3.8% staying below 4% for [--] consecutive quarters. Credit costs at 1.3% for the quarter"  
[X Link](https://x.com/thevicky_roy/status/2016557151117070370)  2026-01-28T17:01Z [----] followers, [--] engagements


"Strategic diversification underway: By FY30 wheels financing to reduce from 88% to 70% of book while SME and mortgages target 30%. Tractor finance surged 65% YoY capturing GST benefits. MRHFL turnaround achieved with GS3 below 3%"  
[X Link](https://x.com/thevicky_roy/status/2016557162890481668)  2026-01-28T17:01Z [----] followers, [--] engagements


"Hidden insight: Management created [---] crore overlay to prevent ECL model-driven provision release maintaining coverage discipline. Fee income expanded to 1.4% of assets vs 1.1% prior year including insurance broking subsidiary dividends"  
[X Link](https://x.com/thevicky_roy/status/2016557174760378799)  2026-01-28T17:01Z [----] followers, [--] engagements


"Key learning: NBFCs balancing growth vs profitability often show this pattern - capability building phase with muted growth followed by operating leverage expansion. Watch for sustainable credit costs in 1.5-1.7% range for 2% ROA achievement"  
[X Link](https://x.com/thevicky_roy/status/2016557186483441843)  2026-01-28T17:01Z [----] followers, [--] engagements


"Pine Labs Asset Management Earnings Analysis- CEO declares "one of the best Q3s in Pine Labs history" as the fintech platform delivers record profitability with [---] crores revenue (+24% YoY) and [--] crores PAT. Operating leverage finally kicking in"  
[X Link](https://x.com/thevicky_roy/status/2016561417454047700)  2026-01-28T17:18Z [----] followers, [---] engagements


"Birlasoft Software Services Earnings Analysis Management's growth predictions have shifted dramatically. November 2025: BFSI would "overcompensate" for manufacturing weakness. January 2026: Manufacturing growth offset BFSI "de-growth." A complete reversal in [--] months"  
[X Link](https://x.com/thevicky_roy/status/2016566970179866925)  2026-01-28T17:40Z [----] followers, [---] engagements


"Revenue stayed flat at [----] crores (+1.4% QoQ) but margins surged [---] bps to 18.2% EBITDA. The pivot to fixed-price outcome-based deals is workingtrading headline growth for profitability. Management targets sustainable 16% margins vs historical 13.5-14%"  
[X Link](https://x.com/thevicky_roy/status/2016566982280434162)  2026-01-28T17:40Z [----] followers, [--] engagements


"Cash position: [----] crores (+21% YoY) with industry-leading 54-day DSO. Board evaluating capital allocation including potential buyback. Subcontractor mix being reduced from current 8% to improve margins. Zero pass-through revenue targeted going forward"  
[X Link](https://x.com/thevicky_roy/status/2016567005894365571)  2026-01-28T17:40Z [----] followers, [--] engagements


"Investment lesson: Revenue growth and margin expansion don't always move together. Birlasoft chose profitability over growthmargins up 200+ bps while revenue stayed flat. Sometimes the best strategy is saying no to low-margin business to build sustainable value"  
[X Link](https://x.com/thevicky_roy/status/2016567017659326975)  2026-01-28T17:40Z [----] followers, [--] engagements


"Strong operational metrics despite asset quality pressures: Operating profit: +32% YoY to [---] crores NIM: 3.86% (highest in FY26) ROE: 13.38% ROA: 1.22% Cost-to-income: 60% (improved QoQ/YoY) Core profitability engine firing on all cylinders"  
[X Link](https://x.com/thevicky_roy/status/2016573005129019541)  2026-01-28T18:04Z [----] followers, [--] engagements


"Portfolio transformation underway with clear [----] vision: Gold loans to reduce from 51% to 25-30% mix Wholesale banking +40% YoY expanding beyond NBFCs SME growth deliberately slowed during sector stress Diversification strategy beyond gold loan dependency"  
[X Link](https://x.com/thevicky_roy/status/2016573016986235075)  2026-01-28T18:04Z [----] followers, [--] engagements


"Key lesson: High-growth banks face asset quality navigation challenges. CSB's 29% advance growth impressive but [---] crores Q3 slippages show growth-quality balance complexity. FY27 guidance: 25%+ asset growth with 15% ROE target. Execution will determine success"  
[X Link](https://x.com/thevicky_roy/status/2016573040428274152)  2026-01-28T18:04Z [----] followers, [--] engagements


"Thyrocare Technologies Diagnostic Chains Earnings Analysis From [----] to [-----] franchisees in one year while achieving Six Sigma quality (3.2 complaints per million tests). How do you scale without compromising quality in diagnostics"  
[X Link](https://x.com/thevicky_roy/status/2016577522088149037)  2026-01-28T18:22Z [----] followers, [---] engagements


"Strong Q3 performance with [---] crores revenue (+18% YoY) and [----] million tests processed (+22% YoY). Gross margins expanded [---] bps to 75% while EBITDA margins hit 32%. The company processed [---] million patients across [--] labs in India plus Tanzania"  
[X Link](https://x.com/thevicky_roy/status/2016577533874225502)  2026-01-28T18:22Z [----] followers, [--] engagements


"Management expects mid-teens growth (15%) vs 10-11% market growth through two engines: Partnership business growing 39% YoY (now 1/3 of revenue) Franchise network expansion with 2000-person dedicated phlebotomy fleet API integration covers [---] cities"  
[X Link](https://x.com/thevicky_roy/status/2016577545588920744)  2026-01-28T18:22Z [----] followers, [--] engagements


"Manorama Industries Chemicals Earnings Analysis- Specialty fats company achieves 81% revenue growth with sustainable 25-27% margins. Management raised FY26 guidance from 1150cr to 1300cr while deploying 460cr CAPEX targeting 2000cr incremental revenue"  
[X Link](https://x.com/thevicky_roy/status/2016582578703335809)  2026-01-28T18:42Z [----] followers, [---] engagements


"9M FY26: Revenue 975cr (81% YoY) EBITDA 265cr (27.2% margin) Q3 alone: Revenue 363cr (73% YoY) PAT 68cr (18.8% margin) Growth drivers: 65% volume expansion + 75% value-added product mix currently at capacity utilization of 85%"  
[X Link](https://x.com/thevicky_roy/status/2016582590522937675)  2026-01-28T18:42Z [----] followers, [--] engagements


"Four-pillar 460cr CAPEX over 2-3 years: CBA facility 75k MT/annum Solvent fractionation 75k MT exotic fats Refinery expansion 90k MT West Africa backward integration 90k MT Expected 5x+ asset turnover with internal funding"  
[X Link](https://x.com/thevicky_roy/status/2016582602191491428)  2026-01-28T18:42Z [----] followers, [--] engagements


"CRIZAC Education & Training Earnings Analysis- Post-IPO momentum accelerates as platform scales globally. Processing [--] lakh applications at 10% acceptance rate with 14000+ registered agents across 80+ countries. Debt-free with [---] crore cash position"  
[X Link](https://x.com/thevicky_roy/status/2016587115677847612)  2026-01-28T19:00Z [----] followers, [---] engagements


"Q3 FY26: Revenue [------] crore (28% YoY growth) Net Profit [-----] crore (18% margin) EBITDA margins stable at 23% with 23-25% guidance. Management provides 20-25% normalized growth guidance called conservative vs current 25-30% run rate. First interim dividend declared post-IPO"  
[X Link](https://x.com/thevicky_roy/status/2016587127770009824)  2026-01-28T19:00Z [----] followers, [--] engagements


"Geographic rebalancing strategy in action: - India source market reduced from 95% to 50% of volumes - UK destination dependency down from 95% to 90% of revenue - 5-year target: Both at 50% to reduce concentration risk Expanding into Africa Central Asia Middle East"  
[X Link](https://x.com/thevicky_roy/status/2016587139740553499)  2026-01-28T19:00Z [----] followers, [--] engagements


"Hidden value drivers emerging: - Accommodation services earning 10000-30000 per student brokerage - Financial assistance partnerships generating 0.8-2% fees on loan amounts - UK visa refusal rates below 5% threshold create compliance-based competitive moat"  
[X Link](https://x.com/thevicky_roy/status/2016587151371358280)  2026-01-28T19:00Z [----] followers, [--] engagements


"Acutaas Chemicals Pharmaceuticals Earnings Analysis- Record-breaking quarter: [---] crores revenue (+43% YoY) with unprecedented 38.3% EBITDA margins. First-ever 100+ crore quarterly PAT (106 crores) marks historic milestone for this specialty chemicals player"  
[X Link](https://x.com/thevicky_roy/status/2016592877879775536)  2026-01-28T19:23Z [----] followers, [---] engagements


"Margin expansion story unfolding: EBITDA margins jumped [----] bps to 38.3% Nine-month revenue [---] crores (+30% YoY) Strategic exit from low-margin commodities paying off Management upgraded FY26 revenue guidance from 25% to 30% growth"  
[X Link](https://x.com/thevicky_roy/status/2016592889573495249)  2026-01-28T19:23Z [----] followers, [--] engagements


"Three-pillar strategy taking shape: [--]. Pharma Intermediates/CDMO: Target [----] crores by FY28 [--]. Battery Chemicals: Commercial ramp from Q4 FY26 [--]. Semiconductors: Indicam JV revenue from [----] Each vertical designed as independent profit center"  
[X Link](https://x.com/thevicky_roy/status/2016592901204299998)  2026-01-28T19:23Z [----] followers, [--] engagements


"Execution challenges emerging: Electrolyte project costs rose [------] crores (22% increase) Pilot plant delayed by two quarters to Q1 FY27 Working capital at [---] days vs 95-105 day target Capex intensity requires monitoring amid expansion"  
[X Link](https://x.com/thevicky_roy/status/2016592912772178001)  2026-01-28T19:23Z [----] followers, [--] engagements


"Key learning: Specialty chemical companies can achieve pharma-like margins through strategic portfolio shifts. Acutaas demonstrates how exiting commodities and focusing on high-value CDMO work can unlock significant margin expansion and create sustainable competitive moats"  
[X Link](https://x.com/thevicky_roy/status/2016592924361064880)  2026-01-28T19:23Z [----] followers, [--] engagements


"Prudent Corporate Financial Services Earnings Analysis- While markets corrected 5% Prudent hit all-time highs in January [----] across net sales (1200 cr) SIP registrations and health insurance collections. With [---] cr war chest they're actively hunting acquisitions"  
[X Link](https://x.com/thevicky_roy/status/2016597408915018156)  2026-01-28T19:41Z [----] followers, [---] engagements


"Indus Capital acquisition adding [----] cr B2C AUM with [--] relationship managers. Deal improves payout ratio by 78-80 bps (1.2% yield vs 0.4% average). Management confirms active pipeline for similar distributor consolidations using [---] cr treasury"  
[X Link](https://x.com/thevicky_roy/status/2016597432549949687)  2026-01-28T19:41Z [----] followers, [--] engagements


"April [--] GST restructuring creates competitive advantage - commission rates move to GST-exclusive basis. Over 50% of Prudent's AUM comes from non-GST channels eliminating prior disadvantage vs unregistered distributors. Regulatory tailwind becomes margin accretion"  
[X Link](https://x.com/thevicky_roy/status/2016597444382097566)  2026-01-28T19:41Z [----] followers, [--] engagements


"Key learning: Asset management companies benefit from regulatory changes differently based on their distribution mix. Prudent's non-GST channel concentration (50%+) turns industry GST restructuring into a structural competitive advantage"  
[X Link](https://x.com/thevicky_roy/status/2016597456105136478)  2026-01-28T19:41Z [----] followers, [--] engagements


"SOMANY CERAMICS Tiles & Sanitaryware Q3 FY26 Analysis- Margin expansion drives recovery as EBIT jumps 16% YoY to [--] crores despite modest 6% sales growth. The company's focus on profitability over volume is paying off with gross margins expanding 2.2% QoQ"  
[X Link](https://x.com/thevicky_roy/status/2016601680566264240)  2026-01-28T19:58Z [----] followers, [---] engagements


"Financial Performance Update: Revenue: [---] crores (+6% YoY) EBIT Margin: 9.2% vs 8.0% last year PAT doubled to [--] crores Debt reduced to [---] crores from [---] crores Q4 guidance targets double-digit EBITDA margins (10.7%)"  
[X Link](https://x.com/thevicky_roy/status/2016601692381524051)  2026-01-28T19:58Z [----] followers, [--] engagements


"Strategic Portfolio Diversification: Bathware: 12.5% growth now in 25% of tile counters Adhesives: Explosive 35% growth validates cross-selling GVT premium tiles: Mix improved to 42% from 38% Cross-selling through [----] dealer network gaining traction"  
[X Link](https://x.com/thevicky_roy/status/2016601704020791708)  2026-01-28T19:58Z [----] followers, [--] engagements


"@iRadhikaGupta Smart positioning. Gold-silver allocation works until it doesn't -how do you handle the correlation breakdown when both get hammered together in liquidity crunches The stability assumption only holds in specific macro environments"  
[X Link](https://x.com/thevicky_roy/status/2016939415344697599)  2026-01-29T18:20Z [----] followers, [---] engagements


"@vandit_jain1994 That rupee-gold dynamic is the real tell here. When your own currency becomes the hedge against itself you know something's structurally off. Are you positioning for this to continue or expecting some RBI intervention"  
[X Link](https://x.com/thevicky_roy/status/2016939577962012882)  2026-01-29T18:20Z [----] followers, [--] engagements


"@suryachaudhary1 What's the market cap Smart money accumulating from weak hands is textbook - but size matters. Harder to sustain in larger companies"  
[X Link](https://x.com/thevicky_roy/status/2016939796837597268)  2026-01-29T18:21Z [----] followers, [----] engagements


"@nakulvibhor Smart to book some here. Silver's had that parabolic feel lately - how much of your position did you trim Those long-term targets make sense if this consolidation holds"  
[X Link](https://x.com/thevicky_roy/status/2016939905579184371)  2026-01-29T18:22Z [----] followers, [---] engagements


"@vishal_susheel Dollar strength or industrial demand cracking Silver's been riding the everything-rally . when that reverses metals usually get hit first"  
[X Link](https://x.com/thevicky_roy/status/2016939974927798509)  2026-01-29T18:22Z [----] followers, [--] engagements


"@rohaninvestor Contraction patterns at ATHs make me nervous. I've seen too many of these "powerful moves" turn into 20% corrections when the broader market shifts. What's your exit plan if this breaks down instead"  
[X Link](https://x.com/thevicky_roy/status/2016940109317492858)  2026-01-29T18:22Z [----] followers, [--] engagements


"@MarketScientist Budget day pivot points matter but I've learned to watch how smallcaps behave in the 2-3 days after more than the levels on the day itself. Real money moves when the dust settles"  
[X Link](https://x.com/thevicky_roy/status/2016940222844645644)  2026-01-29T18:23Z [----] followers, [--] engagements


"VOLTAS Consumer Durables Earnings Analysis Q3 saw 40% profit decline yet management strengthened RAC market leadership to 17.9% The story reveals how companies navigate short-term margin pressure while building long-term competitive moats"  
[X Link](https://x.com/thevicky_roy/status/2016941774544199843)  2026-01-29T18:29Z [----] followers, [--] engagements


"Q3 FY26: Revenue flat at [----] crores but profit before tax dropped 39% to [---] crores 9M FY26: Net profit down 57% to [---] crores Profitability hit by inventory clearance discounts and labor code impact during transition period"  
[X Link](https://x.com/thevicky_roy/status/2016941786292506977)  2026-01-29T18:29Z [----] followers, [--] engagements


"Strategic positioning during BEE transition: Voltas expanded to [-----] counters across [-----] pin codes Management chose market share gains over short-term margins Channel inventory right-sized to 5-6 weeks ahead of summer season demand"  
[X Link](https://x.com/thevicky_roy/status/2016941797944283531)  2026-01-29T18:29Z [----] followers, [--] engagements


"Hidden insight: Projects business shifted focus from order book size to quality Order book at [----] crores described as 'much healthier' despite flat growth Data centers targeted for 30% market share through energy-efficient technology"  
[X Link](https://x.com/thevicky_roy/status/2016941809616969848)  2026-01-29T18:29Z [----] followers, [--] engagements


"Investment learning: Companies often face profitability pressure during regulatory transitions Voltas prioritized market leadership during BEE norm changes Watch how management balances short-term costs vs long-term competitive positioning"  
[X Link](https://x.com/thevicky_roy/status/2016941821348462922)  2026-01-29T18:29Z [----] followers, [--] engagements


"Niva Bupa Health Insurance Insurance Earnings Analysis- PAT surged 74% YoY to [---] crores with management targeting high-teens ROE by FY28. Market share expanded to 10% while maintaining retail loss ratios at 66.9%. Strong profitability inflection underway"  
[X Link](https://x.com/thevicky_roy/status/2016947466768470382)  2026-01-29T18:52Z [----] followers, [---] engagements


"Core metrics show operational excellence: Premium growth 26% YTD vs cost growth 13% Combined ratio improved [--] bps to 102.9% New business accelerated 46% in Q3 Investment yield 7.3% on [----] crore AUM Operating leverage driving margin expansion"  
[X Link](https://x.com/thevicky_roy/status/2016947478604763377)  2026-01-29T18:52Z [----] followers, [--] engagements


"Reassure [---] emerges as fastest-growing product - India's first lifetime unlimited coverage with inflation protection. Multi-channel strategy firing: Agency +43% Digital +70% Banca +27.5%. Ticket sizes up 15% showing strong pricing power and customer acceptance"  
[X Link](https://x.com/thevicky_roy/status/2016947490273317205)  2026-01-29T18:52Z [----] followers, [--] engagements


"GST treatment changes and claims rationalization delivering sustained [--] bps margin benefit. Management noted GST impact on certain services while highlighting offsetting factors. Gross commission ratio compressed from 23% to 21%. Hospital network expanding to [----] facilities"  
[X Link](https://x.com/thevicky_roy/status/2016947502046728607)  2026-01-29T18:52Z [----] followers, [--] engagements


"Key learning: Health insurers benefit from multiple margin levers - regulatory changes (GST) operational efficiency (claims protocols) and product innovation (inflation-proof coverage). Solvency at 2.49x provides growth capital while loss ratios remain stable"  
[X Link](https://x.com/thevicky_roy/status/2016947513744642398)  2026-01-29T18:52Z [----] followers, [--] engagements


"Post-GST [---] driving replacement cycle acceleration: HCV +23% ILMCV +26% SCV +15% growth E-way bill generation +23% indicates freight recovery Market share gained [---] bps from Q2 to Q3 Bus tender wins: [----] units confirmed across multiple states"  
[X Link](https://x.com/thevicky_roy/status/2016952267682042181)  2026-01-29T19:11Z [----] followers, [--] engagements


"International expansion gaining momentum: Q3 shipments +70% YoY led by Sri Lanka recovery Geographic diversification across Middle East Africa Launched [--] next-gen trucks including [--] electric vehicles Iveco acquisition on track for Q1 FY27 completion"  
[X Link](https://x.com/thevicky_roy/status/2016952279526678770)  2026-01-29T19:11Z [----] followers, [--] engagements


"Investment learning: Tata Motors demonstrates how operational excellence during recovery cycles creates compounding returns. Key watch: Sustained double-digit margins international growth trajectory and electric vehicle portfolio scaling in commercial segments"  
[X Link](https://x.com/thevicky_roy/status/2016952291593765346)  2026-01-29T19:11Z [----] followers, [--] engagements


"AEQUS Engineering & Capital Goods Earnings Analysis India's only vertically integrated precision aerospace manufacturer is single source for 90%+ of parts supplied. With 814M order book visibility through [----] they're capturing OEM supply chain shift from China"  
[X Link](https://x.com/thevicky_roy/status/2016958532231582067)  2026-01-29T19:36Z [----] followers, [---] engagements


"Q3 delivered record 3262M revenue (+51% YoY) with aerospace segment at 2685M showing 24% EBITDA margins. Consumer electronics scaling at 577M (+157%) but burning cash at 35% utilization. Overall EBITDA jumped 353% to 381M despite scaling investments"  
[X Link](https://x.com/thevicky_roy/status/2016958543963058354)  2026-01-29T19:36Z [----] followers, [--] engagements


"Unique moat: Only precision manufacturer in single Indian SEZ with forge-to-assembly capabilities. 15+ year relationships with Airbus/Boeing [---] CNC machines and Nadcap certifications create switching costs across their [----] part portfolio"  
[X Link](https://x.com/thevicky_roy/status/2016958556084588602)  2026-01-29T19:36Z [----] followers, [--] engagements


"Mahindra Holidays & Resorts Hotels Earnings Analysis - Core India business firing on all cylinders with [---] bps EBITDA margin expansion to 36% while European operations face structural headwinds from Russia-Ukraine impact"  
[X Link](https://x.com/thevicky_roy/status/2016962809549246565)  2026-01-29T19:53Z [----] followers, [---] engagements


"SKIPPER Engineering & Capital Goods Earnings Analysis- Q3 revenue hit [----] crores (+21% YoY) while order book reached all-time high of [----] crores. Management adjusted full-year growth guidance from aspirational 25% to realistic 21-22%"  
[X Link](https://x.com/thevicky_roy/status/2016968600272457789)  2026-01-29T20:16Z [----] followers, [--] engagements


"Strong profitability momentum: PAT jumped 40% YoY to [----] crores EBITDA margin improved to 10.3% vs 9.8% prior year. Finance costs reduced to 4.1% from 4.8% through better working capital management - operational efficiency gains visible"  
[X Link](https://x.com/thevicky_roy/status/2016968612209381681)  2026-01-29T20:16Z [----] followers, [--] engagements


"Massive capacity expansion underway: [-----] tons already operational another [-----] tons commissioning by March [----]. Total capacity reaching [------] tons by FY26-end. Full utilization expected Q2 FY27 with disproportionate profitability gains"  
[X Link](https://x.com/thevicky_roy/status/2016968623861223607)  2026-01-29T20:16Z [----] followers, [--] engagements


"Export strategy gaining traction: [---] crores export order book (highest among Indian transmission firms). Long-term goal of 50/50 domestic-export mix. Government identified [--] lakh crore transmission capex until [----] - massive TAM expansion"  
[X Link](https://x.com/thevicky_roy/status/2016968635487834280)  2026-01-29T20:16Z [----] followers, [--] engagements


"Educational insight: Transmission tower companies benefit from dual tailwinds - renewable energy integration (500 GW target) and grid modernization. Skipper's 2-year order visibility and 40% value addition on steel/zinc inputs provide defensive moats"  
[X Link](https://x.com/thevicky_roy/status/2016968647152193611)  2026-01-29T20:16Z [----] followers, [--] engagements


"Go Fashion (India) Retail Earnings Analysis- Management has progressively reduced store expansion targets from [---] stores (Aug 2025) to 60-70 stores (Jan 2026) as same-store sales remain negative at -5%. Defensive strategy amid retail slowdown"  
[X Link](https://x.com/thevicky_roy/status/2016972374701392348)  2026-01-29T20:31Z [----] followers, [--] engagements


"Gold loan AUM surged 58.2% YoY to 38754cr as pricing moved toward market rates. Microfinance losses stabilized at 166cr vs 168cr prior quarter. Vehicle finance NPAs elevated at 14%. Standalone ROA 3.5% targeting 4.25-4.5% by 2H FY27"  
[X Link](https://x.com/thevicky_roy/status/2016976932982886542)  2026-01-29T20:49Z [----] followers, [--] engagements


"Educational insight: NBFCs often recalibrate timelines when market conditions change rapidly. Manappuram's yield compression happened faster than planned forcing accelerated strategy adjustments in non-gold segments while gold franchise momentum continues building"  
[X Link](https://x.com/thevicky_roy/status/2016976968168997215)  2026-01-29T20:49Z [----] followers, [--] engagements


"Vedanta Metals Earnings Analysis- Record quarter with historic 41% EBITDA margin (+629 bps YoY). Management targeting $6 billion annual EBITDA at consolidated level. But three operational timeline shifts raise questions about execution reliability"  
[X Link](https://x.com/thevicky_roy/status/2016983950737232069)  2026-01-29T21:17Z [----] followers, [---] engagements


"Q3 FY26 Financial Performance: Revenue: [-----] crores (+19% YoY) EBITDA: [-----] crores (+34% YoY) PAT: [----] crores (+60% YoY) Net debt reduced to 1.23x leverage from 1.4x Zinc India OFS raised [----] crores for deleveraging"  
[X Link](https://x.com/thevicky_roy/status/2016983963055890808)  2026-01-29T21:17Z [----] followers, [--] engagements


"NCLT demerger approved Dec [--] targeting April [--] effective date with listings by May [----]. Post-split: Oil & Gas and Iron & Steel expected practically debt-free. Aluminum hot metal costs hit 17-quarter low at $1674/ton"  
[X Link](https://x.com/thevicky_roy/status/2016983975244550273)  2026-01-29T21:17Z [----] followers, [--] engagements


"ADANI POWER Power Generation Earnings Analysis Scaling from [--] GW to [--] GW capacity by FY32 with [------] crore expansion program. 90% of current fleet now under long-term PPAs vs 20% two years ago - strategic shift from merchant exposure to secured revenue model"  
[X Link](https://x.com/thevicky_roy/status/2016988986406031510)  2026-01-29T21:37Z [----] followers, [---] engagements


"Q3 FY26: Revenue [-----] crores (down 5.3% YoY) EBITDA [-----] crores in 9M Merchant realization pressured at 4.37/unit vs guidance of 6/unit due to weak demand and higher renewable penetration (24% vs 21%) Power sales up 3.3% YoY despite utilization challenges"  
[X Link](https://x.com/thevicky_roy/status/2016988998321979432)  2026-01-29T21:37Z [----] followers, [--] engagements


"Strategic transformation underway: New PPA structure features fixed capacity charges with 100% fuel pass-through eliminating PLF sensitivity Assam project secured at [----] energy + [----] capacity per unit [--] GW additions staged across FY27-FY32 with clear commissioning timeline"  
[X Link](https://x.com/thevicky_roy/status/2016989010212901098)  2026-01-29T21:37Z [----] followers, [--] engagements


"Hidden insight: Company expects to generate sufficient cash by FY32 to repay entire debt while maintaining surplus 70% of [------] crore capex funded from operating cash flows 30% from capital markets Recent [----] crore AA-rated NCD raise at 8.0-8.4% coupon rates"  
[X Link](https://x.com/thevicky_roy/status/2016989021969535231)  2026-01-29T21:37Z [----] followers, [---] engagements


"Educational takeaway: Power sector transition from merchant risk to contracted revenue requires understanding multiple business models PPA-secured capacity provides stable cash flows while merchant exposure offers upside potential Balance sheet strength critical for growth execution https://twitter.com/i/web/status/2016989033805861068 https://twitter.com/i/web/status/2016989033805861068"  
[X Link](https://x.com/thevicky_roy/status/2016989033805861068)  2026-01-29T21:37Z [----] followers, [---] engagements


"@broatcost Classic jewelry store move -they'd rather wait for prices to bounce than sell into weakness. Physical dealers always seem to develop "inventory issues" right when retail wants to buy the dip"  
[X Link](https://x.com/thevicky_roy/status/2017664053959930205)  2026-01-31T18:19Z [----] followers, [----] engagements


"@Fintech00 Silver's had these moments before -felt untouchable in [----] too"  
[X Link](https://x.com/thevicky_roy/status/2017664178245476584)  2026-01-31T18:20Z [----] followers, [---] engagements


"Sharing here the samples from yesterdays Earnings Call generated within 30minutes of the calls ending Scroll here👇"  
[X Link](https://x.com/anyuser/status/2017894603811344524)  2026-02-01T09:35Z [----] followers, [---] engagements


"📊 Delhivery Q3 FY26 Earnings Report 🎯 Management Sentiment: 9/10 🚀 Tailwinds: 8/10 ⚠ Headwinds: 3/10 💰 Key Numbers: * Record quarterly revenue of Rs [----] Crs (+18% YoY +10% sequential growth) with express volumes at [---] M shipments (+43% YoY) * Service EBITDA reached Rs [---] Crs (15.1% margin) with nine-month service EBITDA crossing Rs [----] Crs milestone for first time * Express business margins expanded to 18.1% while PTL margins improved to 11% with record [------] metric tons (+23% YoY) * PAT profitability at Rs [---] Crs (3.8% margin) representing 4x improvement versus same quarter last"  
[X Link](https://x.com/thevicky_roy/status/2017894606122442919)  2026-02-01T09:35Z [----] followers, [---] engagements


"📊 Birla Corporation Q3 FY26 Earnings Report 🎯 Management Sentiment: 6/10 🚀 Tailwinds: 6/10 ⚠ Headwinds: 7/10 💰 Key Numbers: * Mukutban volume reached [---] lakh tons with highest ever dispatches achieved this month * Premium volume increased to 63% of total sales with focus on trade segment over non-trade * Lead distance reduced to [---] kilometers despite lower grinding unit ratio * Net debt stands at Rs [----] Crs with capex of around Rs [---] Crs for nine months 📈 AI Analysis Report: 📋 Full Call Transcript: https://drive.google.com/file/d/1-z-V3VKbsfDIacyKvIT3lLp7YSQxn_nl/view"  
[X Link](https://x.com/thevicky_roy/status/2017894618789257231)  2026-02-01T09:35Z [----] followers, [--] engagements


"📊 Clean Science Q3 FY26 Earnings Report 🎯 Management Sentiment: 4/10 🚀 Tailwinds: 4/10 ⚠ Headwinds: 8/10 💰 Key Numbers: * Standalone revenue declined to Rs [---] Crs with EBITDA margin at 40% and PAT margin at 29% * Health business delivered robust year-over-year growth of 55% driven by favorable product mix * HALS volumes reached [----] tons for nine-month period with blended portfolio realization of Rs [---] per kg * Achieved EBITDA break-even in subsidiary Clean Chem Limited with total investment of Rs [---] Crs 📈 AI Analysis Report: 📋 Full Call Transcript:"  
[X Link](https://x.com/thevicky_roy/status/2017894621486203037)  2026-02-01T09:35Z [----] followers, [--] engagements


"@darshitpatel84 That 42% drop in [--] days Classic silver volatility. Most people treat precious metals like stocks when the risk profile is completely different"  
[X Link](https://x.com/thevicky_roy/status/2018180088437866866)  2026-02-02T04:30Z [----] followers, [----] engagements


"@shanaka86 That Shanghai premium tells the whole story - physical demand vs paper games. The real question: how do you actually capture this spread as a retail trader Most arbitrage looks obvious until you try to execute it"  
[X Link](https://x.com/thevicky_roy/status/2018245568062271561)  2026-02-02T08:50Z [----] followers, [----] engagements


"@angeloinchina Gold coordination theories miss the bigger picture. Fed chairs don't dictate policy alone -FOMC voting matters more. Walsh or not if inflation stays sticky above 3% rate cuts become political suicide regardless of who's pushing"  
[X Link](https://x.com/thevicky_roy/status/2018245653961568615)  2026-02-02T08:50Z [----] followers, [---] engagements


"@WealthWatcherCo The physics works but economics doesn't. Making gold synthetically costs way more than mining it. Always has. Same reason we don't synthesize diamonds for jewelry - the premium isn't in scarcity alone it's in the story people buy"  
[X Link](https://x.com/thevicky_roy/status/2018246014537433550)  2026-02-02T08:52Z [----] followers, 11.9K engagements


"@ipo_agarwal Banks have weird rules around gold loans. Physical gold vs jewelry classifications can kill deals even when the collateral is solid. What was his original plan for the 500g Investment exit or just needed quick liquidity"  
[X Link](https://x.com/thevicky_roy/status/2018246386198950251)  2026-02-02T08:53Z [----] followers, 15.3K engagements


"That 41% drop is brutal but not surprising - commodities can be just as unforgiving as F&O. Though I'd say it's less about equity skills translating and more about position sizing. Seen plenty of good equity investors get wiped in commodities because they sized like it was stocks. https://twitter.com/i/web/status/2018246459557359902 https://twitter.com/i/web/status/2018246459557359902"  
[X Link](https://x.com/thevicky_roy/status/2018246459557359902)  2026-02-02T08:53Z [----] followers, [----] engagements


"@BitcoinSapiens Never heard the electrical cost floor theory applied to Bitcoin before. How do you factor in mining efficiency improvements and hash rate distribution changes"  
[X Link](https://x.com/thevicky_roy/status/2019082889585975514)  2026-02-04T16:17Z [----] followers, [----] engagements

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