@Chandankr2018 Citizen

Citizen posts on X about business, strong, market, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Mentions: [--] #

Followers: [-----] #

CreatorRank: [-------] #

Social Influence

Social category influence finance 42% countries 9% currencies 3% stocks 2% social networks 2% technology brands 2% automotive brands 1% premier league 1%

Social topic influence business 16%, strong 13%, market 11%, in the 10%, revenue #629, gain 7%, target 7%, level 7%, gold 6%, company 6%

Top accounts mentioned or mentioned by @equityinsightss @learningeleven @ishmohit1 @rajstockwatch @nsitharaman @mjkinvestments @vismaya9999 @unseenvalue @shashankudupa1 @investorsr33 @healthzwealth @kirtanshahcfp @ursrafeek @microcp2mltibgr @iciciprumf @shiladitya4u @prakashplutus @aditya942000 @riteshmjn @bulletspeed01

Top Social Posts

Top posts by engagements in the last [--] hours

"Arman financials. MFI recovery cycle is steady not strong though. 🌟I will be analysing the cause and what's the trend of the early indicator of the recovery the rest of everything like Disbursement Cost to income ratio NIM PAT ROA ROE will follow. Asset quality stabilising; GNPA trend Q3FY25 -4.1% Q4FY25 -3.4% Q1FY26 -3.5% Q2FY26 -3.7% Q3FY26- 3.4%. GNPA dec can be due to an absolute drop in GNPA numbers and a rise in AUM - In this case Q2FY26: 3.7% [----] = [--] Cr Q3FY26: 3.4% [----] = [--] Cr 👉Absolute GNPA actually declined slightly. NNPA rose from 0.5% 0.8%. That suggests: -Provision coverage"
X Link 2026-02-15T08:22Z [----] followers, [---] engagements

"In the last two months Helio led by Samir Arora sir launched small-cap mutual funds. ICICI MF leady by S. NAREN sir started taking new funds for small caps. Now Abakkus MF led by Sunil will soon start small-cap mutual funds. What does that tell you We are either bottoming out in small caps or are near the bottom.🤞 https://twitter.com/i/web/status/2022956517230809363 https://twitter.com/i/web/status/2022956517230809363"
X Link 2026-02-15T08:49Z [----] followers, 47.1K engagements

"What's happening only one over of Pacer till now. Spinners are doing all the trick. #IndvsPak2026"
X Link 2026-02-15T14:56Z [----] followers, [---] engagements

"The PPP model in diagnostics -Very low margin business -Price is a problem -Receivables are a problem No wonder companies like Krsnaa struggle with working capital and receivables"
X Link 2026-02-18T09:48Z [----] followers, [----] engagements

"@EquityInsightss Agree their volume is also degrowing from the last two quarters. It seems like some old contracts expired. Now all hopes are on Rajasthan projects and B2C segments (which are growing very fast on a low base now 10% of total revenue)"
X Link 2026-02-18T10:54Z [----] followers, [---] engagements

"So they have increased capital gain taxes to increase collection but I really want to know how much collection has increased after increasing capital gain taxes. So now Govt have lost whatever capital gain that was coming from equity. Toh ye Capital gain taxes badhane ka ky fyda hua. I don't think we are putting that much thought today behind making policy. Now FII will go away and then we see what the impact of this policy change. @RajStockWatch @RajStockWatch @nsitharaman I don't think the Minister review and analyse the policy made by Babu. Today Babu makes the policy and changes and"
X Link 2026-02-01T11:10Z [----] followers, [---] engagements

"DAM capital Q3 FY26 Disaster number -Revenue drop 33% YoY -PAT drop 60% YoY -The company is in the habit of posting either Disaster or Blockbuster numbers; business is highly lumpy in nature. -The only good things about this quarter were that the company was able to secure [--] new IPOS so the total is [--] IPOs in the pipeline. -The best things you can do are to track IPOS and check Banker. https://twitter.com/i/web/status/2019070654583062759 https://twitter.com/i/web/status/2019070654583062759"
X Link 2026-02-04T15:28Z [----] followers, [---] engagements

"Fluorochemicals are likely to see strong demand in the coming quartersdriven near-term by the summer season and structurally by rising demand from refrigeration electronics pharmaceuticals and automotive applications. Stallion India is building domestic R-32 manufacturing capacity with environmental clearance already received. Commercial operations are likely to commence between AugustOctober. In parallel the company has initiated capex in semiconductor and specialty gases with completion targeted by Q4 FY26. These two products have the potential to significantly improve margins over the"
X Link 2026-02-05T03:23Z [----] followers, [----] engagements

"Universal cable Decent quarters Revenue: up 26.4% YoY down 5% QoQ Growth driven by higher volumes. EBITDA: +44.4% YoY down 21% QoQ EBITDA Margin: 9.6% YoY 8.7% 10.2% QoQ PBT: up 108% YoY down 47% QoQ PAT: up 93% YoY down 49% QoQ [---] cr one-time exceptional loss due to new labour code YoY excellent result QoQ poor . Pending order book: [----] Cr as of Dec-25 Management confident of 20- 25% revenue growth in FY26FY27 & FY28. https://twitter.com/i/web/status/2019815448922189930 https://twitter.com/i/web/status/2019815448922189930"
X Link 2026-02-06T16:48Z [----] followers, [---] engagements

"GPIL CTO received for the expansion of iron ore capacity. All set for a good Q1 FY27. Hope so 🤞"
X Link 2026-02-10T05:43Z [----] followers, [---] engagements

"New acquisition of Shriram Piston : Antolin India Its into 👇 -Automotive interiors & lighting products: -Headliners sunvisors door panels & trims -Floor consoles pillar trims -Dome lamps ambient lighting capacitive touch panels Tier-1 supplier to large OEMs: Tata Motors M&M Hyundai VW Renault Toyota etc. https://twitter.com/i/web/status/2021183895287578657 https://twitter.com/i/web/status/2021183895287578657"
X Link 2026-02-10T11:26Z [----] followers, [----] engagements

"Raymond ltd Q3 concall highlight : The Aerospace 📍This segment reported a robust 48.9% year-on-year revenue growth in Q3 FY26. Management aims for long-term EBITDA margins of 23% to 25% as they move beyond "build-to-print" models toward co-design and value engineering. 📍The aerospace sector is in the "right place at the right time" with a strong growth trajectory supported by defence-led demand and increased sourcing from global OEMs like Airbus and Boeing. 📍There is a steady increase in Request for Quotations (RFQs) particularly for aero engines landing gears and structural components."
X Link 2026-02-10T20:10Z [----] followers, [---] engagements

"Shankara Buildpro ltd Consistently beating peers like the SG market and gaining market share in the e-marketplace. Revenue up 29% YoY Volume growth 37% YoY EBIDTA margin - [---] % EBIDTA up [--] % YoY PAT 39% YoY 👉Concentrating on improving SSSG (17% in Q3FY26 and 20% in 9MFY26). 👉Guidance to achieve its [--] million tonne volume target for the year further reinforcing its leadership position as one of Indias leading building materials marketplaces. 👉As long as cement volumes grows building material poise to grow. Mgmt on outlook - Industry demand on the steel side has been encouraging providing"
X Link 2026-02-11T18:46Z [----] followers, [---] engagements

"Deep Industries - The only things that come to my mind when I think of oil and gas. No recommendations. Nifty Oil & GAS Monthly It can repeat what metals did in the last [--] months The index is trading at [--] months high & getting ready for new rally towards ATH Companies which are dealing in Oil Gas Coal Carbon etc are expected to do well 11200-300 is a strong support zone https://t.co/r5aDGAe19u Nifty Oil & GAS Monthly It can repeat what metals did in the last [--] months The index is trading at [--] months high & getting ready for new rally towards ATH Companies which are dealing in Oil Gas Coal"
X Link 2026-02-12T06:02Z [----] followers, [---] engagements

"If this is true the Gold rally will cool-off. BREAKING 🚨 Reports suggest a Russia memo proposing a return to the dollar settlement system and deeper economic ties with the US including joint investments in gas and critical minerals. If true this would mark a major geopolitical pivot potentially weakening BREAKING 🚨 Reports suggest a Russia memo proposing a return to the dollar settlement system and deeper economic ties with the US including joint investments in gas and critical minerals. If true this would mark a major geopolitical pivot potentially weakening"
X Link 2026-02-12T16:51Z [----] followers, [---] engagements

"January inflation number is good. ✅Nominal GDP growth could be in double digits in Q4.🤞"
X Link 2026-02-12T18:33Z [----] followers, [---] engagements

"@MJKinvestments As per me Only things market did not like currently about Zaggle is their operating cash flow"
X Link 2026-02-14T13:46Z [----] followers, [----] engagements

"@Vismaya9999 Yup cashflow has been challenge for them. As of now they have guided for cashflow brekaeven in fy26 end and cashflpw postive in fy27"
X Link 2026-02-15T15:31Z [----] followers, [---] engagements

"Macpower what will drive the margin going forward. -Backward Integration -Operating Leverage (Fixed Cost Absorption) -Premium Product Mix (Nexa Products) -Higher-margin premium segment -Higher Focus on Defence Business -New Plant Efficiency. ☀Margin target of 25% achievable in next [--] years https://twitter.com/i/web/status/2023303656066748865 https://twitter.com/i/web/status/2023303656066748865"
X Link 2026-02-16T07:49Z [----] followers, [---] engagements

"Correction P/E- 26"
X Link 2026-02-16T08:00Z [----] followers, [---] engagements

"RT @unseenvalue: Each word: gold "So I think we have to be careful what we wish for. We believe right now India should be working on gett"
X Link 2026-02-18T12:58Z [----] followers, [--] engagements

"Narayana Hrudayalaya Ltd 🎯Companies are increasingly backward integrating by bringing the insurance component into their healthcare ecosystem. 👉At first glance the topline appears inflated due to the step-up in revenue from the UK acquisition. However even after excluding the UK contribution the numbers remain impressive. Excluding the UK: 👉Revenue grew 24% YoY and remained flat QoQ. 👉EBITDA increased 30% YoY and was flat QoQ. 🎯Growth was primarily driven by the strong performance of the Cayman business healthy improvement in ARPOB and the expansion of NHIC and NHIL (Insurance). The"
X Link 2026-02-14T01:12Z [----] followers, [----] engagements

"EFC Ltd: -Rental revenue at 135cr up 40% -Interiors at 119cr 76% -The furniture segment at 15cr up 16% -EBIDTA up 21% YoY 🌟It may look like the EBITDA margin has fallen but if you look closely at each segment it makes sense. This quarter the Interior business grew faster than the Rental business. Since Interior has lower margins than Rental the overall (blended) EBITDA margin came down. EBIDTA margin of different segments Rental - EBIDTA margin 40-50% Furniture - 30%+ (at scale) Interior (D&B) - 1522% https://twitter.com/i/web/status/2023015112575979862"
X Link 2026-02-15T12:42Z [----] followers, [---] engagements

"Today Pakistani YouTube channels will get the highest views in years.😅"
X Link 2026-02-15T16:36Z [----] followers, [---] engagements

"I was listening to the concall of an auto ancillary company. The company performed decently in the recent quarters even though a significant portion of its revenue comes from the USA. Due to tariffs its exports declined so it diversified into the European market. Margins fell because of a rise in steel prices and the US market (which is more lucrative in terms of margins) witnessed degrowth. During the concall you could clearly sense the frustration among investors. 👇"
X Link 2026-02-17T09:15Z [----] followers, [---] engagements

"Looking at Jupiter Wagon's numbers it seems like the wheelset issue still persists Jupiter management also confirmed that the constraint of wheels will continue. But both Jupiter and Titagarh are coming up with wheelset plants. Once those go online numbers will look better; until then temporary headwinds will continue. https://twitter.com/i/web/status/2021936505003155856 https://twitter.com/i/web/status/2021936505003155856"
X Link 2026-02-12T13:16Z [----] followers, [----] engagements

"Thomas scoot Decent Q3 Revenue up 46% YoY 16% QoQ EBIDTA up 49% YoY down 8.5% QoQ PAT [--] % YoY up 5% YoY EPS might show degrowth YoY because in [----] company did a QIP. P/E drops to 20"
X Link 2026-02-15T13:20Z [----] followers, [---] engagements

"Sulphur and ammonia prices have shot up especially sulphur which shot up like crazy. Just for informational purposes"
X Link 2026-02-16T16:17Z [----] followers, [----] engagements

"Although Q3 is seasonally strong this quarter was impacted by: Sharp decline in DAP volumes (42% YoY) due to weak spreads shift toward NPK and excess buildup channel inventory. Mild decline in N-20 and Urea due to timing & seasonality. Significant spike in sulphur and ammonia prices led to margin compression. Higher raw material inventory leading to working capital build-up Spread compression in DAP leading to EBITDA margin decline ✳Generally Q4 is the seasonally weakest quarter for most fertilizer companies in India including . So this is still a wait-and-watch situation until the temporary"
X Link 2026-02-17T05:48Z [----] followers, [---] engagements

"In the last few quarters many companies saw their margins impacted due to a steep rise in commodity prices. Now that commodity prices have cooled off I think its a good time to look at those companies that were temporarily affected by this"
X Link 2026-02-17T07:30Z [----] followers, [---] engagements

"Recent Update on Titagarh Rail Wheel Factory: Trial run expected in March [----]. 🧐Keep an eye on this one; this will sort out a major bottleneck in their business. Looking at Jupiter Wagon's numbers it seems like the wheelset issue still persists Jupiter management also confirmed that the constraint of wheels will continue. But both Jupiter and Titagarh are coming up with wheelset plants. Once those go online numbers will look better; Looking at Jupiter Wagon's numbers it seems like the wheelset issue still persists Jupiter management also confirmed that the constraint of wheels will"
X Link 2026-02-17T16:05Z [----] followers, [----] engagements

"It's time to look at Paradeep phosphate -Extremely cyclical business. -Valuation (P/B) has been below its medium level in the last [--] years. -Insider buying happened in Feb in recent days. Time to study this one"
X Link 2026-02-13T08:45Z [----] followers, [----] engagements

"This is the only good thing that is happening in Krsnaa right now apart from the usual PPP model. @EquityInsightss Agree their volume is also degrowing from the last two quarters. It seems like some old contracts expired. Now all hopes are on Rajasthan projects and B2C segments (which are growing very fast on a low base now 10% of total revenue). @EquityInsightss Agree their volume is also degrowing from the last two quarters. It seems like some old contracts expired. Now all hopes are on Rajasthan projects and B2C segments (which are growing very fast on a low base now 10% of total revenue)"
X Link 2026-02-18T10:56Z [----] followers, [---] engagements

"Suraksha Diagnostics It posted a decent Q3 FY26 performance. Although Q3 is generally a weak quarter for the healthcare business the company delivered 30% YoY revenue growth. Growth was driven by a 30.7% increase in tests performed. EBITDA margin declined due to rapid expansion and pre-operative costs associated with new centres. The company a West Bengalfocused regional diagnostics player is expanding into the Northeast Bihar and Jharkhand. As of Q3 FY26 it operates [--] centres: - [--] mature centres with robust margins - [--] new centres - Target: [---] centres by FY28 In Q3: -Mature centre EBITDA"
X Link 2026-02-18T16:25Z [----] followers, [---] engagements

"360 One Q3 updates Very good result Rev up 33% YoY ARR up 46% YoY Brokerage revenue flat PAT up 21% YoY ARR AUM up 28.2% YoY Cost / Income- 48% -ARR now accounts for 77% of revenue because the Wealth and asset management business is growing rapidly"
X Link 2026-01-15T17:50Z [----] followers, [---] engagements

"I retreat again. Momentum traders will find this market extremely difficult. ✳ The same stock that was down 10% yesterday is up 10% today. This kind of extreme volatility signals domination by weak hands not conviction. I reckon. Momentum traders and investors will struggle in this type of market. This type of Market can force many to become long-term investors.🥲 I reckon. Momentum traders and investors will struggle in this type of market. This type of Market can force many to become long-term investors.🥲"
X Link 2026-01-16T06:00Z [----] followers, [---] engagements

"@ShashankUdupa1 In the budget. If we don't see any changes in LTCG/STCG or STT then FII sell may continue"
X Link 2026-01-16T10:43Z [----] followers, [---] engagements

"Polycab Q3 result Very good results 🚨Drop in ebidta margin largely due to product mix and rise in commodity prices. 🎯It will be interesting to see the management takes on rising commodity prices and impact on ebidta margin going forward"
X Link 2026-01-16T14:55Z [----] followers, [----] engagements

"Key industries linked with the CV cycle in India; if these industries perform well the CV demands pick up"
X Link 2026-01-16T17:48Z [----] followers, [---] engagements

"Market conditions have become similar to last year's January-February market conditions. I am hopeful this budget will bring some cheer to the market post budget we can see small rally. Lets see 🤞"
X Link 2026-01-19T07:08Z [----] followers, [---] engagements

"@investor_sr33 Whether it is [----] [----] or [----] one thing that remains constant in the Indian equity market is continuous selling by FIIs. At some point the government will have to address this; otherwise such selling may continue . Shock absorbers also have some limit"
X Link 2026-01-19T15:48Z [----] followers, [----] engagements

"Management commentary on margin- Drop in margin in Q3 due to -New labour code -Commodity Price Inflation and Staggered Pass-through -Unfavourable Business and Product Mix. However Management is confident that the margin impact is temporary comparing the situation to similar commodity cycles in FY22 where margins recovered after a quarter or two. More or lessi think Strong Cable and wire company will be able to pass the commodity inflation. https://twitter.com/i/web/status/2013292447992861173 https://twitter.com/i/web/status/2013292447992861173"
X Link 2026-01-19T16:48Z [----] followers, [---] engagements

"@LearningEleven I am hoping Budget will bring some cheer to the market .🥲"
X Link 2026-01-20T07:11Z [----] followers, [---] engagements

"U.S. indices opened in the red"
X Link 2026-01-20T14:38Z [----] followers, [---] engagements

"I bet no other world leader will have the courage to text or even call him afterward. He might record the conversations and release them later"
X Link 2026-01-20T15:57Z [----] followers, [---] engagements

"@healthZwealth I can understand why retail investors get all excited and talk about retirement and leaving the job in bull market. But when our policy makers get all exicted and starts saying crap and making policy seeing bullmarket is next level thug moment "
X Link 2026-01-21T05:20Z [----] followers, [---] engagements

"@KirtanShahCFP Agrew if foreign nations start selling US bonds agressively it can scare trump. Yield spikes Borrowing will become costlier Higher interest cost on new debt Equity market derail Lower capital gain tax collection. Deficit rise further"
X Link 2026-01-21T06:08Z [----] followers, [----] engagements

"MFI leaders Credit access gramin Recovery is slow but steady -Although the company did a [---] cr write off in Q3 this is a legacy book fresh book seems clean. -Monthly PAR 15+ accretion fell from 0.9% at peak stress to 0.18% this decline is sequential. -Early delinquency buckets are shrinking -Collection efficiency on current EMIs is strong -Borrower leverage has reduced (Borrowers with [--] lenders collapsed from 25% 5%) -Credit cost declining -ROA- 3.5% -ROE- 13.8% https://twitter.com/i/web/status/2014015771345854527 https://twitter.com/i/web/status/2014015771345854527"
X Link 2026-01-21T16:42Z [----] followers, [---] engagements

"@ishmohit1 Momentum are very high on both side better to stick with fundamental in this market"
X Link 2026-01-22T10:22Z [----] followers, [---] engagements

"IIfl finance . Very good result PAT up 20% QoQ 514% YoY AUM growth 9% QoQ 38% YoY Growth in AUM mainly due to gold loans and MSME loans . Gold loans up 26% QoQ 189% YoY. Reduced overall unsecured exposure on book. GNPA 1.6% vs 2.14% QoQ vs 2.42% YoY. NNPA 0.8% vs 1% NIM up 3% QoQ vs 16% YoY Cost of borrowing down QoQ ROA 2.5% ROE 14.3% Stock down due to IT news. Clarification waited. https://twitter.com/i/web/status/2014301659439206792 https://twitter.com/i/web/status/2014301659439206792"
X Link 2026-01-22T11:38Z [----] followers, [----] engagements

"RAC sector update after Q3 🧵 Still Channel inventories remain above average. New energy rating norms (effective Jan26) have led to some pickup at the B2B level as manufacturers ramp up production of new-rated ACs. However until B2C channel inventories normalize full momentum for B2B players is unlikely. Pricing outlook: RAC prices are expected to rise(8-10%) partly due to energy rating upgrades and partly due to higher commodity costs. Demand impact: While B2B players can pass on commodity cost increases with a lag of one quarter but higher prices could temper demand in the near term. RAC"
X Link 2026-01-22T15:58Z [----] followers, [---] engagements

"EPACK Q3 updates While the RAC business was muted for the quarter their other two segments -Small and large products grew at 36% YoY -And the Component business grew at 60% YoY -Overall sales were up 13.5% YoY. -Although the company has not given ebidta margin of each segment but told gross margin of the component business is higher than that of the small & large product and RAC segments. - Will be able to pass the rise in commodity prices with a lag. - Overall FY26 could be flattish despite degrowth in RAC. - Long-term RAC industry growth 15- 20%."
X Link 2026-01-22T16:27Z [----] followers, [---] engagements

"IIFL Finance IT Audit What I understand is that some earlier Income-Tax proceedings (scrutiny / search-related / detailed assessment) are already underway for a specified block period. During the assessment the Assessing Officer found that NBFC accounting is complex and therefore decided that a special audit is required to correctly determine the tax liability. Accordingly a Special Auditor has been appointed. The outcome of this process can go either way: An additional tax demand may be raised or The company may choose to challenge the assessment through the appellate process. ✳There should"
X Link 2026-01-23T03:34Z [----] followers, [---] engagements

"I dont think DII can do beyond this for revival of market sentiment. Its FII selling that is spoiling the sentimnet from BAD to WORSE . DII buying was at a record high in [----] though. https://t.co/vt7KX26dFV DII buying was at a record high in [----] though. https://t.co/vt7KX26dFV"
X Link 2026-01-23T06:18Z [----] followers, [---] engagements

"@ishmohit1 Everything going up except indian equity market . Even our Rupee is going up😶🌫"
X Link 2026-01-23T10:33Z [----] followers, [---] engagements

"@LearningEleven When emotions take over logic and reasoning moments like this happen. It's a universal truth. Now we dont even get FM or secy interviews on condition of macro or rupee or anythings for that matter"
X Link 2026-01-23T11:46Z [----] followers, [---] engagements

"Good Q3 for SG FinServ -On track to achieve [---] cr PAT in FY26. After 9M PAT stands at 85Cr -AUM stands at [----] cr -ROA [----] ROE - [----] -low ROE because it has low leverage. -Finance cost may look higher YoY Compare this QoQ. -NIL GNPA -However loanbook growth guidance has been revised down; the earlier target was to achieve a loan book of [----] cr - [----] cr and the company is now targeting a loan book of [----] cr by [----] i.e 20% CAGR growth which is not very impressive given the size. https://twitter.com/i/web/status/2014758243126673693 https://twitter.com/i/web/status/2014758243126673693"
X Link 2026-01-23T17:52Z [----] followers, [---] engagements

"@UrsRafeek Management has not given an explicit date but stated it would be within one year from land acquisition. In that sense land acquisition was completed in December [----] so commissioning of phase [--] will probably be in Q4 FY27"
X Link 2026-01-24T17:58Z [----] followers, [--] engagements

"@microcp2mltibgr @ICICIPruMF Best in class. I still remember learning from his latest podcast. We can't time the market but what we can do is avoid entering any asset class during euphoria and buy during fear. 🫡"
X Link 2026-01-24T18:00Z [----] followers, [---] engagements

"@shiladitya4u Yup this time Rupee weakness is due to domestic outflow Nothing to do with the global market"
X Link 2026-01-25T08:29Z [----] followers, [----] engagements

"@Prakashplutus He is fighting fire with fire. Even at Davos His message was very strong to the USA"
X Link 2026-01-25T16:23Z [----] followers, [---] engagements

"SJS posted a blockbuster Q2 result Revenue [------] Cr up 25.4% YoY & 15.3% QoQ PAT [--] cr up [--] % YoY & 25% QoQ EBIDTA margin 29.6% vs [----] % The future outlook - 👉In 2W segments Kit value per vehicle will grow to 1.5-2X 👉In PV segments Kit value per vehicle will grow to 4-6X"
X Link 2025-11-03T13:52Z [----] followers, [---] engagements

"IXIGO had a good Q2 FY26 Market over-reacted seeing PAT numbers if you deepdive into numbers they were strong ✅GTV was up 23% ✅Sales were up 37% ✅Flight and Bus segments lead the growth One-time ESOP expense (10 times Q2FY25) made PAT negative"
X Link 2025-11-09T08:49Z [----] followers, [---] engagements

"Read this update carefully . 🫡"
X Link 2026-01-07T11:32Z [----] followers, [---] engagements

"Whether it is [----] [----] or [----] one thing that remains constant in the Indian equity market is continuous selling by FIIs. At some point the government will have to address this; otherwise such selling may continue "
X Link 2026-01-19T15:46Z [----] followers, [---] engagements

"Nureca Look at the sales and EBIDTA margin trend; it is not a fluke; it came from a structural change in business. What they did -Set up in-house manufacturing via subsidiary -Focused only on: High-volume Margin-sensitive Regulated products -From Flipkart/amazon to Blinkit Zepto Instamart D2C and offline expansion. Structural levers still ahead -Manufacturing share moving from 32% 4550% -Punjab plant commissioning scale economics -Exports (US FDA approval already in place) -Offline + quick commerce still under-penetrated -Optional monetisation of Dr Trust [---] ecosystem Biggest risk - Keep an"
X Link 2026-01-19T17:36Z [----] followers, [----] engagements

"@aditya942000 I hope govt collected all the capital gain taxes it needed because they arent getting much this year. 🥲"
X Link 2026-01-20T09:00Z [----] followers, [---] engagements

"@riteshmjn Sir like today if foreign nations start selling US bonds agressively will it not scare Trump and his cabinet to back off Yield spikes Borrowing will become costlier Higher interest cost on new debt Equity market derail Lower capital gain tax collection. Deficit rise further"
X Link 2026-01-20T18:46Z [----] followers, [----] engagements

"One of the reasons for this brutal selloff: MTF at an all-time high and forced unwinding and margin calls amplifying the panic selling. MTF (margin funding) has grown 5X in [--] years to 110k+ crores especially after F&O margins and STT increases. But there's something nobody's talking about: there is no real risk model in play for brokers. 😬 Regulations allow up to 5X leverage (20% margin) on many stocks. MTF (margin funding) has grown 5X in [--] years to 110k+ crores especially after F&O margins and STT increases. But there's something nobody's talking about: there is no real risk model in play"
X Link 2026-01-21T09:08Z [----] followers, [---] engagements

"Very good Q3 result despite indigo fiasco in the month of Dec. Seasonally strong quater for the company. GTV up 21% YoY lead by BUS and Flight segments. Revenue up 31% YoY PBT up 64% YoY PAT up 54% YoY. Q2 saw big uptick in ESOP thats why profotability got affected in Q2. https://twitter.com/i/web/status/2014304763832381784 https://twitter.com/i/web/status/2014304763832381784"
X Link 2026-01-22T11:50Z [----] followers, [---] engagements

"Top of that Capital gain tax+ STT Rupee Depreciation now over the last one year 7% India's GDP growth is trending (nominal)8% So in USD terms we are at the same level as one year ago So much so for the $ [--] Trillion target that was supposed to be hit last year. Now it's more likely after 3-4 years. Rupee Depreciation now over the last one year 7% India's GDP growth is trending (nominal)8% So in USD terms we are at the same level as one year ago So much so for the $ [--] Trillion target that was supposed to be hit last year. Now it's more likely after 3-4 years"
X Link 2026-01-23T11:35Z [----] followers, [---] engagements

"So RBI is trying to stabilize the rupee but will this [--] billion dollars be enough to do so The answer is NO especially when Foreign Institutional Investors (FIIs) are selling 3000-4000 crore daily which means in every 20-25 days [--] billion dollars leaving the Indian market. Unless this FII selling is addressed I don't think the rupee will stabilize. https://twitter.com/i/web/status/2014796129800720880 https://twitter.com/i/web/status/2014796129800720880"
X Link 2026-01-23T20:23Z [----] followers, [----] engagements

"@BulletSpeed01 @SureshKBN @YouTube FOMO anyway they have to buy gold for marriage purposes"
X Link 2026-01-27T14:59Z [----] followers, [--] engagements

"Innova captab Q3 updates Rev Up 43% from 317cr to 450cr YoY EBIDTA up 40% from 51cr to 71cr YoY PAT [--] cr vs [--] cr YoY -Their Jammu facility is dragging the overall margin. -It has high fixed costs + low utilisation currently -High-margin blocks not yet sweating -Once jammu plant ramp-up happens Overall margin can go up expected to be ebidta breakeven in H2FY26. Management on Jammu plant : We are nearing the EBITDA breakeven on our current turnover. https://twitter.com/i/web/status/2016206273860239471 https://twitter.com/i/web/status/2016206273860239471"
X Link 2026-01-27T17:46Z [----] followers, [---] engagements

"Results as per expectations/Good. It seems debt payments have not been finalised in Q3 as interest remains the same this quarter as in the previous year. The rest of the details will be updated once companies upload the ppt. -Watch out for the occupancy level and ARPOB of the acquired hospital. -Existing Hospital occupancy level Park Medi An affordable Hospital chain in North India 👉Decent valuation: EV/EBIDTA- [----] EV/CFO-36.8 👉Currently company is operating with a bed capacity of [----] beds. 👉Currently occupancy level is approximately 68%; however as per management if the [----] beds"
X Link 2026-01-28T09:20Z [----] followers, [---] engagements

"Many more examples show why one should avoid playing momentum trades in this market. Look at CSB Bankeveryone was bullish on the stock due to the gold financiers theme. Today it reported Q3 numbers. Asset quality slightly missed expectations and the stock got hammered"
X Link 2026-01-28T09:59Z [----] followers, [---] engagements

"Excellent Q3 number from SJS This is one of the cleanest premiumisation plays in auto ancillaries. Revenue: [----] cr +36.4% YoY (highest ever) EBITDA: [---] cr +56.9% YoY EBITDA margin: 30.5% (highest since IPO) PAT: [---] cr +62.5% YoY PAT margin: 18.5%. Hosur optical display facility: ready Chrome plating plant (Pune): under commissioning https://twitter.com/i/web/status/2016478173341614378 https://twitter.com/i/web/status/2016478173341614378"
X Link 2026-01-28T11:47Z [----] followers, [---] engagements

"@suru27 Strong Demand after COVID and limited supply fueled growth in the industries"
X Link 2026-01-28T18:08Z [----] followers, [---] engagements

"Current beds: [----] -Occupancy: 63% ( from 62% YoY stable QoQ) -Target utilisation trajectory: 65%+ over next [----] months. -ARPOB: 27482/day ( YoY flat QoQ) ARPOB expansion reflects better speciality mix -ALOS: [----] days (stable) -EBITDA margin fell QoQ from 27.5% to 24.3% because: -Newly acquired hospitals (Febris Delhi KPIMS Agra) are in gestation. -Initial doctor onboarding + fixed overheads front-loaded. They have not provided separate details ofthe newly acquired Hospitals. One thing that I did not like was the patient mix: - 84% of revenue comes from Government schemes & PSUs this needs"
X Link 2026-01-28T18:42Z [----] followers, [---] engagements

"While equity investors were busy hunting for the next parabolic stock gold and silver quietly delivered the mother of all parabolic moves over the last year. 😅"
X Link 2026-01-29T05:01Z [----] followers, [---] engagements

"Dixon's 2% sales growth is the biggest disappointment for the mid-cap universe this quarter. Growth has sharply come down this quarter: 100% - 120% - 30% - 2%. At its peak when it was growing 100-120% it had a [---] P/E peak valuation at peak growth. And now growth has come down to sub-20% and valuation at its lowest. Valuations peak when growth peaks and they bottom out when growth is at its weakest. No recommendations . https://twitter.com/i/web/status/2016903328937234778 https://twitter.com/i/web/status/2016903328937234778"
X Link 2026-01-29T15:56Z [----] followers, [---] engagements

"Take a good look at this segment's growth and you will know how the SYRMA improved its EBIDTA margin from 4% to 13% this quarter. FYI margin profile of diffrent EMS segment. Consumer electronics: These segments typically fetch around four to five per cent of margin. Automotive (Auto): Margins for this segment are in the high single digits. Electric Vehicles (EVs): This segment provides double-digit margins. Industrial: This sector offers the highest reported margins ranging from [--] to [--] per cent. https://twitter.com/i/web/status/2016909365903839409"
X Link 2026-01-29T16:20Z [----] followers, [---] engagements

"Some hotel-sector companies are doing really well with mid-teens revenue growth and a strong use of cash flow to pay down debt leading to improved profitability. Going forward their lucrative Upper Upscale & Upscale business will increase from the current revenue share of 40% to 60% after completion of the ongoing project. But the market is not responding to any of that. https://twitter.com/i/web/status/2017069925178003643 https://twitter.com/i/web/status/2017069925178003643"
X Link 2026-01-30T02:58Z [----] followers, [---] engagements

"Morgan stanley take on near term impact of EU FTA on indian Auto OEM"
X Link 2026-01-30T06:32Z [----] followers, [---] engagements

"Investing is always simple: Buy the fear and sell the euphoria. Instead we buy in FOMO and sell in FEAR. It's our mind that messes things up"
X Link 2026-01-30T13:55Z [----] followers, [---] engagements

"Decent quarters for Zentech. Revenue up 16.8% YoY& 2.5% EBIDTA up 51% YoY 3% QoQ PAT up 30% YoY Down 10% QoQ -Fy27 could be a growth year for them. -Management expects more orders by the end of this FY. -Order Book as at [--] December [----] Total: [-------] -After that in Jan they have also won [---] cr orders from MOD so the total should be [----] cr as of jan [----]. https://twitter.com/i/web/status/2017781070427787615 https://twitter.com/i/web/status/2017781070427787615"
X Link 2026-02-01T02:04Z [----] followers, [---] engagements

"Finally GPIL received EC on capacity expansion. -Ari Dongri Iron Ore Mine expansion [----] MTPA [---] MTPA Meaningful margin impact could start in Q4 FY26 Full benefit visible in FY27"
X Link 2026-02-01T02:11Z [----] followers, [---] engagements

"MCX down - Maybe because market is seeing slowdown in commodity tradings after the recent crash in silver. Although in near term MCX will benefit from the rising trading volume in commodity "
X Link 2026-02-01T04:25Z [----] followers, [---] engagements

"Big disappointments for FnO-related stocks. STT increased. And capital gain on buyback"
X Link 2026-02-01T06:45Z [----] followers, [---] engagements

"@WeekendInvestng But rule say when you increase the tax beyond point your tax collection will actually reduce instead of going up. Just look at the impact of the increase in capital gain taxes. There is very little gain to pay any capital gain now. Really foolish policy framing"
X Link 2026-02-01T11:14Z [----] followers, [---] engagements

"Googly in SGB is next level.🫡 Most SGB holders will now end up paying capital gains taxes. People who bought from the secondary market have to pay capital gains on SGB redemption"
X Link 2026-02-02T04:20Z [----] followers, [---] engagements

"@EquityInsightss Precious metal and crypto sell-offs are global. But at least others are enjoying a bull rally in the stock market and we've had a sideways bear market in the last [--] months . Not a good idea to kill liquidity in rhe market by FM "
X Link 2026-02-02T06:07Z [----] followers, [---] engagements

"Interarch Very good Q3 Revenue up +44 % YoY 6.4% QoQ EBITDA Margin 10.2% Vs 10.3% YoY 8.9% QoQ PAT 32% YoY 15.5% QoQ -New land acquisition at Kheda Gujarat upcoming manufacturing expansion. -Phase-2 expansion of Andhra Pradesh plant approved. -Capex clearly aligned to multi-year demand visibility. -QIP approved up to [---] crore Purpose: Capex + growth funding Sigh of relief 😌 https://twitter.com/i/web/status/2018318578957918719 https://twitter.com/i/web/status/2018318578957918719"
X Link 2026-02-02T13:40Z [----] followers, [----] engagements

"Ventive Hospitality V good Q3 -Revenue: [----] mn +27% YoY -EBITDA: [----] mn +25% YoY -PAT: [----] mn +305% YoY -Consolidated ADR: +14% YoY -RevPAR and TRevPAR are also up mid-teens -Growth driven by the hospitality segment especially international assets (Maldives). -Q4 & Q1 are strong seasons for the Maldives -Expect QoQ margin improvement and EBIDTA per key expansion in the coming quarter as Raaya is maturing https://twitter.com/i/web/status/2018702908741828808 https://twitter.com/i/web/status/2018702908741828808"
X Link 2026-02-03T15:07Z [----] followers, [---] engagements

"@EquityInsightss 🥲 Interarch disappointed many investors with FY27 guidance. Genrally i feel companies should avoid giving quantitative guidance and start giving qualitative business guidance like many CDMOs companies do"
X Link 2026-02-04T11:05Z [----] followers, [---] engagements

"The new Fed Chairman has been very critical of the Feds balance sheet expansion and excessive money printing. This is why the crypto market is worried if liquidity is squeezed highly speculative assets like cryptocurrencies tend to suffer. https://youtu.be/yXbZ_UIOOyAsi=lWhN4anvDa1RHJbb https://youtu.be/yXbZ_UIOOyAsi=lWhN4anvDa1RHJbb"
X Link 2026-02-05T07:53Z [----] followers, [---] engagements

"The U.S. market is in a raging bull market. Every dip is being bought furiously. We had less movement than this in the index even after the historic U.S. deal and U.S. markets are casually hitting ATH almost every week. We have underperformed massively in the last 18-20 months"
X Link 2026-02-07T04:27Z [----] followers, [---] engagements

"Zen tech Management revised its execution guidance downwards to INR [----] Cr from [----] Cr by FY27 and FY28. FY25 revenue was [---] cr FY26 will be mostly flat. FY28 revenue target: [----] cr. Still that's 75-80% CAGR; execution will be key here. 👉Management expects the order book to continue to grow from here. https://twitter.com/i/web/status/2020042463772344390 https://twitter.com/i/web/status/2020042463772344390"
X Link 2026-02-07T07:50Z [----] followers, [---] engagements

"Zen tech Management revised its execution guidance downwards to INR [----] Cr from [----] Cr by FY27 and FY28. FY25 revenue was [---] cr FY26 will be mostly flat. FY27+ FY28 revenue target: [----] cr. So maybe FY27 can be im the range of 1500-1600 And FY28can be 2400-2500 ; execution will be key here. 👉Management expects the order book to continue to grow from here. https://twitter.com/i/web/status/2020101369101799426 https://twitter.com/i/web/status/2020101369101799426"
X Link 2026-02-07T11:44Z [----] followers, [---] engagements

"Sometimes in a company when the business mix is changing its profit might look stressed in the short term because it has to incur upfront costs to establish and scale the new business. During these times markets generally ignore the company until green shoots start to emerge. 🎯We as investors should track these companies to catch the visible change to generate the maximum return. In this series we will discuss such companies going forward. 🔖"
X Link 2025-12-25T06:47Z [----] followers, [----] engagements

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