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Sep 16

A one rupee coin costs more than its value for the government to mint!

Here’s how the government is operating in thin margins while minting coins as currencies 👇🧵

1/ When UPI arrived in India, it didn’t just boost digital payments, it transformed the nation’s payment culture. It pushed physical currency, especially coins into the shadows.

UPI transactions exploded from Rs. 64 lakh in March 2017 to Rs. 1,830 crore by March 2025.

Meanwhile, India’s coin production plummeted 88% between 2017-2024, down to just 120 crore coins. Currency notes, however, increased only about 10% in the same period.

2/Interestingly, minting has been an expensive affair for the government. Back in 2018, making a Rs.1 coin cost Rs.1.1, which means a pure loss on every single coin.

Also, the profit margins on making Rs. 2 and Rs.5 coins are also very thin.

But despite this economic loss and barely 15% minting capacity usage, the Rs. 1 coin still makes up 40% of the coins in circulation. Why?

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Sep 5

Hospitals are earning record profits, yet access to healthcare remains lowest in India.

But why ?

We dug deep on this issue and here's what we found out👇

1/ Before getting into what’s happening, you need to understand what Average Revenue Per Occupied Bed or ARPOB means.
It essentially translates to hospitals tracking revenue per occupied bed, just like hotels do per occupied room.
And ARPOB across major hospital chains are at an all time high!

2/ Max Hospital is making ~Rs 78,000/day/bed
Fortis is making ~ Rs 73,000/day/bed
Medanta is making ~ Rs 67,000/day/bed
Apollo is making ~ Rs 62,000/day/bed

Now, when occupancy rates are still around 65%, how are these hospitals making such record profits?

Read 7 tweets

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Sep 2

44 Lakh Reliance investors may miss out their pie on the upcoming Jio IPO!

What’s really at stake?

Here’s what you need to know👇

1/ Jio Platforms is about to make history on Dalal Street, targeting a jaw-dropping $154B valuation for its 2026 IPO.

Yet, 44 lakh Reliance Industries shareholders won’t get direct Jio shares like last time. They’ll participate only via RIL’s 66.3% holding.

2/ This contrasts sharply with Jio Financial’s previous “buy one, get one free” spin-off, where RIL shareholders received direct shares.

Now, investors face a classic holding company discount which is less direct value, but RIL.

Read 8 tweets

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Aug 29

Reliance just concluded it's 48th AGM

Here's All you need to know about the upcoming Jio IPO and more such highlights🧵

1/ Mukesh Ambani announced Jio IPO likely in the first half of 2026, marking a key milestone for Reliance’s telecom arm. This listing is a key unlock for investors and reflects the maturing digital market in India amid rising demand for connectivity and digital services post-pandemic.

2/Reliance is building the world’s largest clean energy ecosystem: battery gigafactories (40-100 GWh output), solar PV manufacturing to scale to 20 GWp, and green hydrogen production. Furthermore, Jio-BP will expand its EV charging network and mobility fuels, driving India’s green mobility transition.

Read 13 tweets

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Aug 18

Why India’s Semiconductor Story May Begin with Packaging

1) Semiconductor chips are everywhere, in phones, cars, and even medical devices. But producing them is one of the most complex industrial processes in the world, involving over a thousand steps.

2) Broadly, the journey has three stages: design, manufacturing in semiconductor fabrication plants, and assembly and testing, known as OSAT. While manufacturing plants usually attract the most attention because they are massive, capital-intensive, and create jobs, they are also extremely difficult to set up. Building them requires billions of dollars, years of effort, a reliable supply of pure water and electricity, and decades of technical expertise, which countries such as Taiwan and South Korea have already developed.

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Aug 18

GCCs are killing the Indian IT Industry! Here's the reason why👇

1/Indian IT layoffs have often been blamed on AI taking away jobs. However, a deeper shift is at play with the Global Capability Centres (GCCs) quietly transforming the industry landscape. GCCs mean companies are bringing in-house tech and are cutting reliance on traditional outsourcing firms.

2/The original outsourcing model was cost arbitrage via Indian IT giants like TCS and Infosys. But by 2013, big clients like Bank of America and Procter & Gamble started "insourcing" technology work, setting up their own Indian operations.

Read 8 tweets

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