Windmill Capital

@windmillcapHQ · India · joined 26 May 2021

Simple portfolios. Data-driven • Windmill Capital Private Limited • SEBI-regd RA: INH200007645 • SEBI-regd PMS: INP000009852 • Dsclsr: https://t.co/QT5Up3i6A5

15 349Followers

14Following

2 863Posts total

6.8KViews on collected posts

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Windmill Capital@windmillcapHQ7 Sep

We tracked 1,075 Indian companies from Dec 2017 to Jun 2026. Every listed company worth ₹500cr+ at the start. 18 six-month snapshots. Tracked by ISIN so mergers and renames don't break the trail. The multibagger numbers you've read are mostly wrong. Here's why 🧵 486 views · 0 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ11 Aug

India's FDI just hit a record $94.5B. Net FDI: $7.65B. Still near zero. Same report. Same year. Nobody's talking about the second number. 🧵 884 views · 4 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ15 Jul

A 60-year-old adhesives brand just posted a growth number that shouldn't be possible at its size, and it's using the cash in a way that says a lot about what's coming next. https://t.co/BEZyorj7FQ 281 views · 1 likes · 0 reposts · 0 replies Open on X →

Windmill Capital@windmillcapHQ15 Jul

One of India's most admired IT brands is down 36% this year. Its answer isn't cost-cutting; it's a bet most people wouldn't expect from a services company. https://t.co/vJqsx6pK9C 231 views · 1 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ15 Jul

An Indian IT company just agreed to pay more than double the target market price, and the market punished the stock for it. The reasoning behind the premium is stranger than it looks. https://t.co/GcwvrjNxTX 319 views · 1 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ15 Jul

One pharmaceutical company delivered on almost every promise it made investors three months ago, down to specific drug approvals landing on schedule. https://t.co/8yRv3mWxz0 256 views · 1 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ15 Jul

A "boring" diesel engine maker just had its best trading day in years. It's not because of engines. https://t.co/7yw6hp3DwE 416 views · 2 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ15 Jul

A pharma company that got hit with an FDA warning letter is now closing out almost every loose end from that chapter, bar one. https://t.co/9f9TLzCLwy 304 views · 1 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ15 Jul

Six Indian companies just made moves that don't fit their own reputations. One old-economy "boring" name just had its biggest stock day in years. One IT major is betting a 140% premium says more about fear than value. Here's what actually happened. 1.1K views · 2 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

@windmillcapHQ You read ya phir AI ne read kiya 28 views · 1 likes · 0 reposts · 0 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

Bottom line: Strong business. Complicated structure. The business earns your attention. The structure earns your caution. Not a buy/sell reco. Just the homework most people skip. 📊 105 views · 0 likes · 0 reposts · 0 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

The IPO structure itself: 100% fresh issue. No OFS. RIL holds 66.43% pre-issue and isn't selling a single share. But Rs 27.5K cr of proceeds repays RJIL's external borrowings. The rest is general corporate purposes. This issue cleans the balance sheet. It doesn't fund new growth. 51 views · 0 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

Windmill Capital@windmillcapHQ7 Jul

Interest expense nearly doubled in one year: Rs 490 cr → Rs 865 cr. Growth targets are drawn from a report Jio itself commissioned — not independent research. No disclosed revenue targets, capex, or timelines behind JioBrain or international expansion. 67 views · 0 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

India's digital economy is projected to go from $200bn today to $1.4T by FY31. Broadband is in <10% of Indian homes. 5G is early. AI is barely monetized. The runway is genuinely long. 56 views · 0 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

Now the part most people won't read 528 pages to find: Total litigation exposure: Rs 37,124 cr across 28 active proceedings. Not a rounding error. 50 views · 0 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

Why the moat is real: 99% population coverage, 10 lakh km of fibre, built over 10 years. No new entrant replicates that. Proprietary hardware, OS, apps, devices — all in-house. No Ericsson, no Nokia. A structural cost advantage. 99 views · 0 likes · 0 reposts · 1 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

The business itself is hard to argue with: 524M customers ~60% of India's wireless data traffic Largest telco outside China Not just mobile — broadband, streaming, cloud, AI on one platform Moat score: 5/5 166 views · 0 likes · 0 reposts · 2 replies Open on X →

Windmill Capital@windmillcapHQ7 Jul

Jio's IPO is coming. We read all 528 pages of the DRHP. Not for the valuation — for the qualitative signals most investors never see. Thread 🧵 1.1K views · 2 likes · 0 reposts · 2 replies Open on X →

Windmill Capital@windmillcapHQ30 Jun

Most investors think picking sectors is the starting point. It's actually where the process goes wrong. https://t.co/FlGXnLd8Lv

710 views · 0 likes · 0 reposts · 1 replies Open on X →

เทียบกับบัญชีขนาดเดียวกัน

20 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม ต่ำกว่าบัญชีรุ่นเดียวกันทั้งการเข้าถึงและการมีส่วนร่วม.

ยอดดูมัธยฐาน244บัญชีนี้949ค่ามัธยฐานของ 10K–100K

การเข้าถึง, %1.59%บัญชีนี้3.31%ค่ามัธยฐานของ 10K–100K

การมีส่วนร่วม, %0.75%บัญชีนี้1.88%ค่ามัธยฐานของ 10K–100K

ตัวชี้วัด	บัญชีนี้	ค่ามัธยฐานของ 10K–100K	อัตราส่วน
ยอดดูมัธยฐานต่อโพสต์	244	949	0.26×
การเข้าถึง (ยอดดู ÷ ผู้ติดตาม)	1.59%	3.31%	0.48×
อัตราการมีส่วนร่วม	0.75%	1.88%	0.40×

บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

677 Jul

113

105

1.1K15 Jul

304

416

256

319

231

281

88411 Aug

4867 Sep

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

1.49%7 Jul

0.88%

1.96%

0.00%

3.57%

0.26%15 Jul

0.66%

0.72%

0.78%

0.63%

0.87%

0.36%

0.57%11 Aug

0.21%7 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.88%.

What the audience does

Likes42.1%16 in total

Replies50.0%19 in total

Bookmarks7.9%3 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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เทียบกับบัญชีขนาดเดียวกัน

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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