Exencial Research Partners
@exencial_RP
|| SEBI Research Analyst || INH000017666 || Discovering and Sharing Knowledge, Not Investment Advice
BOFA || Tariffs set to rise to 15-20%...in line with expectations US duties collected, % of total US imports
ECB Holds Rates on Tariff Fears • The European Central Bank (ECB) has paused interest rate cuts, keeping the deposit rate at 2%, following eight cuts since June 2024. • The pause is linked to uncertainty around U.S. trade tariffs and their potential…
The wealth disparity is high in India with top 1% of households owning ~70% of financial assets
4/ Exponential Growth Runway Serviceable assets set to treble from $3Tn to $9Tn by 2035 (13% CAGR). Specialized WMs should expand from $300Bn to $1.6Tn (18% CAGR), with their share rising from 11% to 17%.
BAJAJ || BAGIC – Lowest invested capital, Superior ROE & Investment Performance BAGIC has maintained no capital infusion since FY2008, with accumulated profits forming 98% of its net worth. It delivered a strong ROE of 21.4% in Q1 FY26 and an annualized investment return of…
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SEBI || Revised ESM Framework Stock price move and market cap both conditions put for Surveillance measures
Apollo || S&P 500 Returns Extremely Concentrated If you had invested $1 million in the S&P 500 on January 1, 2021, your return today would be $660,000, of which more than half would have come from the top 10 biggest companies in the index, see chart below. The bottom line is…
Intellect Design Arena Limited Q1 FY26 Investor Presentation Intellect: A Global Fintech Product Company
eMudhra Limited Q1 FY26 Investor Presentation Cyber security is a top priority for enterprises
The US is clearly the world’s leading force in AI. It plays host to 42 of the top 50 AI companies, 33 of them in California, according to Forbes
SHARDACROP Q1 FY26 Investor Presentation INDUSTRY OUTLOOK & GROWTH DRIVERS
CIPLA Q1 FY26 Investor Presentation One Africa1 - South Africa Private Growing 1.5x Faster than the Market
Musk Tells Investors in Tesla To Focus on a Robotic Future · Musk is telling investors to shift their focus from Tesla’s car business to its robotics and autonomous technology, calling it the “most valuable company in the world” in that domain. · Tesla's humanoid robot is…
HFCL Q1 FY26 Investor Presentation Expanding Manufacturing Capacities
Cipla || India Rx - Strengthening Our Journey with Strategic Therapeutic Focus Cipla has shown strong growth across key therapies, especially in Urology (19%) and Cardiac (13%), outpacing overall market growth.
