[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Equity Insights Elite [@EquityInsightss](/creator/twitter/EquityInsightss) on x 46.7K followers Created: 2025-07-12 07:47:15 UTC Product Mix changes often lead to "Re-Rating" Few Eg⏬ Commodity companies transitioning toward an Increased value added share ~ Garware Hi Tech Films increasing its mix toward value added specialty films ~ Dairy / Steel Tube players expanding their VAP portfolios Auto Anc's pursuing strategic acquisitions & expanding into new product lines/categories ~ Lumax Auto & Ind, Fiem, Gabriel Retailers are shifting from low‑margin products to private label & high‑margin offerings as part of their premiumisation strategy ~ Jewellery co’s increasing studded share ~ Value retail players increasing private‑label mix Platform/Exchange sitting on operating leverage as costs are largely fixed in nature, so incremental REV flows straight to EBITDA ~ Zinka Logistics, CarTrade Financial co’s getting operating leverage via falling Opex & NIMs expansion ~ India Shelter, SBFC Brokers & Wholesale NBFCs expanding Wealth/Asset Management & Distribution businesses ~ JM Financial, Edelweiss, MOFSL, Angel One Hospitals/Hotels increasing occupancy, drives higher EBITDA growth Always keep a close eye on these shifts Mention⏬Co's that are undergoing such transformation XXXXXX engagements  [Post Link](https://x.com/EquityInsightss/status/1943940202445369582)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Equity Insights Elite @EquityInsightss on x 46.7K followers
Created: 2025-07-12 07:47:15 UTC
Product Mix changes often lead to "Re-Rating"
Few Eg⏬
Commodity companies transitioning toward an Increased value added share ~ Garware Hi Tech Films increasing its mix toward value added specialty films ~ Dairy / Steel Tube players expanding their VAP portfolios
Auto Anc's pursuing strategic acquisitions & expanding into new product lines/categories ~ Lumax Auto & Ind, Fiem, Gabriel
Retailers are shifting from low‑margin products to private label & high‑margin offerings as part of their premiumisation strategy ~ Jewellery co’s increasing studded share ~ Value retail players increasing private‑label mix
Platform/Exchange sitting on operating leverage as costs are largely fixed in nature, so incremental REV flows straight to EBITDA ~ Zinka Logistics, CarTrade
Financial co’s getting operating leverage via falling Opex & NIMs expansion ~ India Shelter, SBFC
Brokers & Wholesale NBFCs expanding Wealth/Asset Management & Distribution businesses ~ JM Financial, Edelweiss, MOFSL, Angel One
Hospitals/Hotels increasing occupancy, drives higher EBITDA growth
Always keep a close eye on these shifts
Mention⏬Co's that are undergoing such transformation
XXXXXX engagements
