Prescient Capital

We are (SEBI Regn No. INP100007286) an India focused, public market investment firm (PMS) that aims to generate attractive absolute risk adjusted return

[Prescient Capital @PrescientCapit1]

We believe Indian Pharma has multiple tailwinds & exports can grow significantly over next 5 yrs. Multiple winners will emerge, who move up the ladder & gain market share. Our Apr'26 memo captures the same & how we are positioning our portfolio accordingly
https://t.co/N8bwJRbQIk

[Prescient Capital @PrescientCapit1]

Delighted to share our March' 2026 Investor memo: https://t.co/ZjCMQ7CcAx

[Prescient Capital @PrescientCapit1]

Our Investor Memo for Feb 2026: Great time to Invest in Indian Equities.

Link to memo: https://t.co/VvMGBzR0dd

[Prescient Capital @PrescientCapit1]

Delighted to share our Jan' 2026 Investor memo:
https://t.co/ZjCMQ7CcAx

[Prescient Capital @PrescientCapit1]

(11/11)

[Prescient Capital @PrescientCapit1]

(1/11) Investing in IPOs is risky and asymmetric. Nearly 80% of the companies listed in the last 15 years have their IRR below 15%. Also, there is material evidence that these companies slow down significantly after 3 years of their listing.

[Prescient Capital @PrescientCapit1]

(10/11)

[Prescient Capital @PrescientCapit1]

Delighted to share our founder Anubhav’s interview with @livemint. He discusses his outlook for 2026, sectors poised to outperform, earnings expectations, and strategies for navigating high valuations in small caps.

Full article at: https://t.co/lbDBqccxHy

#Investing #Markets

[Prescient Capital @PrescientCapit1]

Steep correction in SMID stocks has created select yet highly attractive opportunities for investors. Our founder Sonal shares his perspective on this evolving risk-reward dynamic of the SMID space in Business Standard.

Read the full article at : https://t.co/r2Rqz6BJya

[Prescient Capital @PrescientCapit1]

Delighted to share our founder Sonal’s insights in Moneycontrol’s Daily Voice. He outlines a positive outlook for 2026, expecting mid-teen returns, and discusses sectors positioned to deliver strong earnings momentum.

Read the full article: https://t.co/y4fbpiLaDa

[Prescient Capital @PrescientCapit1]

Delighted to share our perspective on the Indian auto ancillary sector, featured in Business Standard. Our founder, Anubhav, discusses current trends, emerging opportunities, and the long-term outlook for the industry

Read the full article at:
https://t.co/rWpg8ckSZo

[Prescient Capital @PrescientCapit1]

In latest the episode of Moneycontrol's Market Minutes podcast, our founder Sonal shares his insights on RBI’s latest rate cut and what it means for equity markets and investor sentiment.

Check out the podcast at: https://t.co/47DwYndnUo