Rahil Kothari

[Rahil Kothari @RahilKothari15]

@darvasboxtrader Sir apse connect Krna hein regarding course

[Rahil Kothari @RahilKothari15]

@darvasboxtrader Hello sir I want u r email id I want to connect with you sir regarding classes

[Rahil Kothari @RahilKothari15]

Knowledge compounds, keep on munching!

Follow this link to join my WhatsApp community:

*We never spam and No one can see who are in community.

https://t.co/A285fnEdqi

You will surely find some unique aspect

[Rahil Kothari @RahilKothari15]

#stockmarket #indianmarket #nifty #reliance #tcs #bse #nse

[Rahil Kothari @RahilKothari15]

#stockmarket #indianmarket #nifty #reliance #tcs #bse #nse

[Rahil Kothari @RahilKothari15]

Knowledge compounds, keep on munching!

Follow this link to join my WhatsApp community:

*We never spam and No one can see who are in community.

https://t.co/A285fnEdqi

You will surely find some unique aspect

[Rahil Kothari @RahilKothari15]

Knowledge compounds, keep on munching!

Follow this link to join my WhatsApp community:

*We never spam and No one can see who are in community.

https://t.co/A285fnEdqi

You will surely find some unique aspect

[Exencial Research Partners @exencial_RP]

https://t.co/dBkqDG2T4q

[Exencial Research Partners @exencial_RP]

India announced ₹6,40,342 cr of renewable projects in FY26.

It completed ₹74,119 cr.

The gap is the story 🧵

2/ Walk back a decade.

FY17 announcements: ₹1.20 LCr
FY26 announcements: ₹6.40 LCr 5.3x

FY17 completions: ₹43,689 cr
FY26 completions: ₹74,119 cr 1.7x

Announcements scaled. Completions barely did.

3/ The outstanding pipeline has absorbed the slippage.

FY17: ₹6.4 LCr outstanding.
FY26: ₹37.1 LCr outstanding almost 6x.

India is not running out of intent. It is running out of throughput.

4/ Under-implementation capex tells the same story from the other end.

FY17: ₹1.78 LCr in active build.
FY26: ₹10.24 LCr.

Five-and-a-half times more projects on the construction floor than a decade ago. Same hours in the day.

5/ And ₹3.05 LCr of capex was dropped in FY26 alone a fresh high.

Dropped projects are the cleanest single tell on what is *actually* viable vs what is announced for the press release.

6/ The execution gap is the next leg of the India renewables thesis.

Not 'will we announce more.' We will.

The question is which players close projects vs which only open them. That is where the alpha sits from here.

[Vijay Kedia @VijayKedia1]

How I understand AI evolving . let me explain it through building a house.

Suppose you want to build a house.

At the base, "LLM" ( perplexityAI, chatgpt, gemini, etc) is like an expert . You can ask anything about building a house, from design to materials to costs, and it gives all the answers.

Then comes "Agentic ". Now this expert doesn’t just advise, it starts handling small tasks on its own, like creating basic designs, estimating costs, or scheduling work.

Next is "Multi-agent" .. Its like a full team coming together: architect, engineer, contractor and each building different parts of the same house.

Then comes "AGI" . One person who can design, plan, and build the entire house like a complete human expert.

At the top is " SI " . A super intelligent mind that can predict future needs, optimize everything instantly, avoid mistakes before they happen, and build in ways humans haven’t even imagined yet.

From answering… to doing….. to teamwork….. to mastery…... to beyond human.

First you learn ….. then you earn… then you evolve.

" Complex ideas. Simple words." ✌️

[RedboxGlobal @RedboxWire]

IRAN IS REPORTEDLY CHARGING $2M FOR ENTRY AND $2M FOR EXIT, OR $4M ROUND TRIP, THROUGH THE STRAIT OF HORMUZ, WITH PAYMENTS SAID TO BE MADE IN CHINESE YUAN.

[Dr. Rakesh Bansal @iamrakeshbansal]

RBI approving bank account portability is good news! Soon we’ll be able to switch banks easily without changing our account number.
But honestly, I feel Fixed Deposit portability should be introduced first. It will push banks to offer better services.
What do you think?
#RBI #Banking

[Rahil Kothari @RahilKothari15]

@NikitaNavlani So happy we connected! Looking forward to sharing insights and keeping the conversation going.

[Exencial Research Partners @exencial_RP]

🧵 HUGE policy shift in the Indian FMCG & Packaging sector! 🇮🇳

The Govt has officially notified a mandatory 40% recycled content mandate for food packaging, effective April 1, 2026.

This isn't just a green move it's a massive structural shift for the industry.

Here’s the breakdown👇

(1/11)

[Exencial Research Partners @exencial_RP]

🧵🇮🇳 India just flipped the script on the energy crisis.

What started as a massive supply shock in the Middle East has been turned into a "Masterclass in Reform" by @PMOIndia & @HardeepSPuri.

We’re talking about the biggest 'Ease of Doing Business' shift in the CGD sector ever.

(1/13)

[Exencial Research Partners @exencial_RP]

Exencial Industry Tidings - 16/3/2026

Fuel For thoughts in Every Industry

We Are Publishing Daily, You will Find now on X

https://t.co/IfWiqwV8dQ

[Exencial Research Partners @exencial_RP]

THE OZEMPIC WAVE HITS INDIA

India has 101 million diabetics, 254 million obese adults and the world's most powerful weight-loss drug just went off-patent. Here is what happens next.

(1/11)

[Exencial Research Partners @exencial_RP]

Understanding the Integrated Value Chain

#EnergyMarkets

[Exencial Research Partners @exencial_RP]

🧵Ever wondered who keeps India’s vaccines cold and your favorite ice cream frozen?

Meet Snowman Logistics. They aren't just a warehouse company; they are the "cold anchor" of India’s supply chain.

Here is why this small-cap player is a big deal for investors.

(1/10)

[Exencial Research Partners @exencial_RP]

🔴Indian Markets Today | March 16, 2026

Nifty 50 at 23,130 | Sensex at 74,480
Weekly loss: -5.3% (biggest in 4 years)

Why the pain?
• Middle East tensions → crude oil >$100/bbl
• FIIs sold ~$49B of Indian stocks this month
• Rupee at record low ₹92.45 vs USD
• RSI below 30 → deep oversold territory

Only FMCG & defensives holding up. Realty worst hit (-1.48%).
#Nifty #Sensex #IndianMarkets #StockMarket