@DhawalDoshi5 Dhawal Doshi 🇮🇳
Dhawal Doshi 🇮🇳 posts on X about india, update, fund, company the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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Social Influence
Social category influence finance #6697 countries 38.69% stocks 18.98% technology brands 11.68% automotive brands 3.65% exchanges 0.73% social networks 0.73% financial services 0.73% currencies 0.73%
Social topic influence india 38.69%, update 26.28%, fund #381, company 21.9%, growth 17.52%, bank #1934, business #1260, financial #605, solar #1361, finance #2768
Top accounts mentioned or mentioned by @dynamicinvstr @anvith @vishankhadke @thetavegacap @balugorade @trendspark420 @vini546 @vishan29 @akash17971 @investmentveda @selvaprathee @ashishmeher7 @kommawarswapnil @pareshpisipati @viralbshah @sectorsignals @vishpradp @ssage82827 @sipinvest0r @gingerinvest44
Top assets mentioned GE Vernova Inc. (GEV) Colgate-Palmolive Company (CL)
Top Social Posts
Top posts by engagements in the last [--] hours
"KPI Green - [---] MW Solar BoS Order (Khavda Gujarat) KPI Green has received Supply of Goods + Onsite services orders for the Balance of System package of [---] MW solar projects at Khavda Gujarat. The order was awarded by Adani Green Energy Ltd and Adani Green Energy Six Ltd. ✅BoS contracts are - = Time bound = Execution heavy = Revenue-recognised during construction This order will: = Support revenues over the next 4-6 quarter = Improves EPC order book visibility = Aid cash flow during execution phase 👉This is volume-driven EPC revenue not annuity income. ✅Investors' Takeaway Positive for"
X Link 2026-01-16T11:12Z [----] followers, [----] engagements
"Edelweiss Midcap Fund Dec'25 Portfolio Update ➡Reduced Allocations - 🔸Home First Finance: 0.68% = 0.30% 🔸Godrej Properties: 0.80% = 0.49% 🔸LG Electronics: 1.47% = 1.02% 🔸Coforge Ltd: 3.44% = 2.43% 🔸Dixon Technologies (India): 1.29% = 0.88% 🔸Indian Bank: 2.21% = 1.88% ➡Increased Holdings - 🔸Indus Towers 54% 🔸Cholamandalam Investment & Finance 47% 🔸SRF Ltd. 43% 🔸Creditaccess Grameen 43% 🔸Marico Ltd 29% 🔸Bharti Hexacom 25% 🔸Bharat Forge 24% 🔸Schaeffler India 21% 🔸L&T Finance 16% 🔸Prestige Estates Projects 14% ➡Added new companies - 🔸Steel Authority of India: 0.24% 🔸Meesho Ltd:"
X Link 2026-01-15T14:09Z [----] followers, 19.2K engagements
"Asset Management companies showed excellent rally after ICICI Prudential and HDFC AMC posted solid results. #iciciprudentialamc #HDFCAMC"
X Link 2026-01-17T06:48Z [----] followers, [----] engagements
"@investing_t20 Invested in ICICI Nasdaq [---] index fund"
X Link 2026-01-30T13:03Z [----] followers, [----] engagements
"STT increased capital market stocks down. @vishan_29 @Akash17971 @Anvith_"
X Link 2026-02-01T06:51Z [----] followers, [----] engagements
"The companies I track or invest from the below multi-year tailwinds sector - THEME 1: DATA CENTRES & PROXY PLAYERS = Anant Raj = Black Box = KRN Heat Exchanger = KEI Industries = Orient Technologies = Persistent Systems Theme 3: Electronics Semiconductor and Component Manufacturing = Amber Enterprises = Kaynes Technology = PG Electroplast = Syrma SGS = Aditya Infotech This is not a Buy/Sell recommendation @vishan_29 @Anvith_ @selvaprathee @Akash17971 @Garg_Aditya_ Budget 2026: [--] Powerful Themes with Multi-Year Tailwinds [--] Stocks to Study 🔥🔥🔥 THEME 1: DATA CENTRES & PROXY PLAYERS Anant Raj"
X Link 2026-02-03T13:34Z [----] followers, [----] engagements
"Adani Defence 🤝Leonardo - Signed pace - Build military helicopters Adani Defence & Aerospace and Leonardo signed a MoU to build military choppers in India with a clear emphasis on phased indigenisation + MRO. Why Helicopters Are the Next Big Defence Gap Indias helicopter reality: = Very low helicopter density vs global peers; Currently India has fewer than [---] helicopters relative to its population = Armed forces + paramilitary + state police all short of platforms = Ageing fleets rising maintenance & availability issues Estimates suggest 1000+ helicopters will be needed over the next decade"
X Link 2026-02-04T05:29Z [----] followers, 10.6K engagements
"@LearningEleven Interarch business is good and will do well even. But every time conservative guidance doesn't set well"
X Link 2026-02-04T10:35Z [----] followers, [----] engagements
"India AI Mission - GPUs demand - Dominated by Nvidia GPUs As the 4th tender coming to close the government is eyeing for 25K additional GPUs taking the total committed GPUs to 65K+ vs earlier 40.5K. Out of [-----] GPU commitments so far [-----] GPUs i.e. around 56% have been allocated as per IndiaAI Compute Portal. The four confirmed bidders which is actually building India's AI compute layer - = Yotta Data Services = E2E Networks = NxtGen Datacenter = Cloud Technologies and Cyfuture India Major offers dominated by Nvidia B200/B300 liquid-cooled GPUs. Power Cooling & Data Centres Become Critical"
X Link 2026-02-05T06:58Z [----] followers, [----] engagements
"Yatharth Hospital 🔥🔥 Q3FY26 - REV 🔼46% YOY - Rs. [----] CR PAT 🔼41% YOY - Rs. [---] CR EBITDA 🔼35% - Rs. [---] CR EBITDA margins: 23.2% vs 25.1% in Q3FY25 Adjusted EBITDA margins 29.2% - adjusted for initial ramp up losses from Faridabad Sec-20 and New Delhi and payor improvement mix positive impact of prices from government business 9MFY26 - REV 🔼32% PAT 🔼38% EBITDA 🔼25% EBITDA margins: 23.7% New hospitals in Faridabad and Delhi has led the momentum growth for Yatharth in its first full quarter. Existing hospitals also sustained a robust growth of 33% in Q3. MRR - Monthly Run Rate"
X Link 2026-02-05T09:17Z [----] followers, 20.1K engagements
"@EquityInsightss Polycab M&M Bajaj Finance Bharti Airtel Power Grid"
X Link 2026-02-05T12:38Z [----] followers, [---] engagements
"Aavas Financiers Ltd Q3FY26 Results - Aavas Financier has posted a loan book growth of 15% on YOY to Rs. [------] Mn which is near to inline guidance of 18% on full year basis. Earlier Aavas used to grow around 25% in a quarter but now that growth rate has come down. AUM Mix: = Home loan: 66% = MSME: 21% = LAP: 13% Salaried: Self-employed: 61:39 Disbursements of Aavas grew by 8% on YOY to Rs. [-----] Mn in Q3 as compared to Rs. [-----] Mn in Q3FY25. Break-up: - Home Loan: 58% - MSME: 31% - LAP: 12% Asset quality of Aavas is stable with a slight uptick in GNPA numbers on YOY. GNPA: 1.19% vs 1.24% in"
X Link 2026-02-05T13:46Z [----] followers, [----] engagements
"@ManishJais40 Tata motors is still okay. But rest not at all worth anymore"
X Link 2026-02-05T14:54Z [----] followers, [---] engagements
"Power Grid scales capex 32% - Companies which benefit and their roles in India's transmission Supercycle 🔌Power Grid FY27 Capex Whats Different This Time Rs. [-----] Cr capex (vs Rs. [-----] Cr) is not routine maintenance - it reflects: 🔹Inter-state transmission system (ISTS) acceleration 🔹High-capacity corridors (765 kV & HVDC) for RE evacuation 🔹Time-bound execution due to renewable capacity additions (solar + wind + hybrid) 🔹Shift from award-heavy FY2526 execution-heavy FY2728 This matters because execution intensity = faster order-to-revenue conversion for vendors. 🧭Where the Capex"
X Link 2026-02-06T13:46Z [----] followers, 12K engagements
"📊Why This Capex Cycle Is Structurally Strong ✅Focus on [---] kV & HVDC (high ticket fewer suppliers) ✅ISTS dominance limited competition vs intra-state projects ✅Renewable-led urgency execution cannot be postponed ✅Multi-year visibility order books stay full till FY29+ This is not a one-year spend spike but a [--] years execution runway"
X Link 2026-02-06T13:46Z [----] followers, [--] engagements
"🧠Investor Takeaway This theme rewards: ✅EPC execution discipline ✅High-voltage equipment depth ✅Balance sheet strength ✅Short-term price action is irrelevant. 👉Order conversion + execution velocity is the real signal https://twitter.com/i/web/status/2019769712188829873 https://twitter.com/i/web/status/2019769712188829873"
X Link 2026-02-06T13:46Z [----] followers, [---] engagements
"@Akash17971 BSE and TD Power 🔥"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements
"@Invest_AndGrow Add Defence even. 🔥😅just kidding no recommendation 😅"
X Link 2026-02-10T10:36Z [----] followers, [---] engagements
"Kalyan Jewellers Q3FY26 Business Update Company reported a topline growth of 42% on a consolidated level. India business grew by 42% led by strong festival demand even though gold prices volatility. SSSG 27% in Q3FY26 International business 🔼36% ME 🔼28% in Q3 Candere business 🔼147% YOY Kalyan Jewellers store count reached [---] stores. Store Addition Q3 - = Kalyan showrooms: [--] (including [--] store in UK) = Candere Showroom: [--] Kalyan management had guided to add [---] stores in FY26. Till Q3FY26 they have added [--] stores and need to add another [--] stores in Q4 which looks difficult to achieve"
X Link 2026-01-07T06:11Z [----] followers, [----] engagements
"Almost whole twitter waiting for P N Gadgil business update after seeing updates from Titan Senco and Kalyan Jewellers 😂 Especially this will be important quarter for Gadgil after discontinuation of refinery segment. Let's see"
X Link 2026-01-07T08:02Z [----] followers, [----] engagements
"@Anvith_ Grow and Zerodha leading the front. Though Groww has pipped Zerodha in recent times but both broking companies has a clean clear UI apps"
X Link 2026-02-05T06:59Z [----] followers, [---] engagements
"🏗EPC & Project Execution (Order Book Visibility) Direct beneficiaries as capex converts to project awards ✅KEC International 🔹Strong in [---] kV lines HVDC-linked corridors 🔹Large Power Grid exposure + overseas diversification 🔹Execution-led earnings phase over FY2729 ✅Kalpataru Projects 🔹Dominant in ISTS transmission lines 🔹High operating leverage when execution accelerates 🔹Beneficiary of bundled line + substation packages ✅Transrail Lighting 🔹Niche strength in EHV & railway-linked transmission 🔹Smaller base capex acceleration = disproportionate growth 🔹Margin stability improves"
X Link 2026-02-06T13:46Z [----] followers, [---] engagements
"⚡High-Voltage Equipment (Margin + Technology Play) Highest ROCE segment during grid upgrades ✅Hitachi Energy 🔹Leader in HVDC [---] kV transformers grid automation 🔹Direct proxy to HVDC + renewable evacuation 🔹Strong pricing power due to limited competition ✅GE Vernova TD 🔹Substations breakers protection systems 🔹Benefits from complex grid nodes rather than plain lines ✅Siemens Energy 🔹GIS substations grid digitalization 🔹High-end orders linked to urban & congestion-prone nodes https://twitter.com/i/web/status/2019769698133680359 https://twitter.com/i/web/status/2019769698133680359"
X Link 2026-02-06T13:46Z [----] followers, [---] engagements
"@ThetaVegaCap They have added Groww BEL Axis bank and MCX even. Shared my analysis. https://x.com/DhawalDoshi5/status/2020363660040737098 Motilal Oswal Midcap Jan'25 Portfolio - = Added [--] new companies in their portfolio - GE Vernova Billionbrains Garage (Groww) Bharat Electronics IDFC First Bank ICICI Prudential AMC Shriram Finance Axis Bank and MCX. = Increased solid allocation in PB Fintech BSE https://t.co/O7CXVrHjNx https://x.com/DhawalDoshi5/status/2020363660040737098 Motilal Oswal Midcap Jan'25 Portfolio - = Added [--] new companies in their portfolio - GE Vernova Billionbrains Garage"
X Link 2026-02-08T08:11Z [----] followers, [----] engagements
"Tracking few companies from the below list compiled by @Akash17971 - = Yatharth - Hospitals = Syrma - EMS = TARIL Skipper Atlanta Transrail - Power T&D = Anant Raj Netweb Techno Electric - Data Centers = Interarch - PEB = Vintage Coffee - Premiumization = Apollo Micro Astra Microwave - Defence = Yatra Online - Platform = V2 Retail - Retail = Auto - Lumax Auto Pricol Disclaimer: This is not a Buy/Sell recommendation. @vishan_29 @Anvith_ @Garg_Aditya_ [--] High-Quality Small-Cap Stocks to Study Closely ❤🔥❤ Quality Power Anant Raj TD Power TARIL Blackbuck Interarch Transrail Krishna Defence Syrma"
X Link 2026-02-09T08:37Z [----] followers, 18.4K engagements
"@tsatwork PN Gadgil and Sky Gold and even last day Kalyan Jewellers🔥🔥"
X Link 2026-02-09T14:09Z [----] followers, [---] engagements
"@Garg_Aditya_ Good timing of cash deployment by PPFAS. Well compiled update"
X Link 2026-02-11T09:43Z [----] followers, [---] engagements
"JM Financial Flexi Cap Fund Dec'25 Portfolio Update Increased Holding - 🔹Hindalco Industries: 0.42% - 1.88% 🔹M&M Financial: 0.59% - 1.37% 🔹Punjab National Bank: 1.03% - 1.78% 🔹InterGlobe Aviation: 1.18% - 1.57% 🔹Varun Beverages: 0.80% - 1.12% 🔹Divi's Laboratories: 1.08% - 1.46% 🔹Dr. Reddy's Laboratories: 2.02% - 2.73% 🔹IDFC First Bank: 1% - 1.36% New Holdings Added - 🔹Tata Motors Commercial Vehicles: 1.53% 🔹Kotak Mahindra Bank: 1.25% 🔹Tata Steel: 1.02% 🔹Shriram Finance: 0.78% 🔹Coromandel International: 0.58% 🔹The Shipping Corporation: 0.55% 🔹Bosch Home Comfort: 0.47% 🔹ICICI"
X Link 2026-01-12T14:07Z [----] followers, [----] engagements
"SBI Large and Midcap Fund Dec'25 Portfolio Update ➡Increased Allocations - 🔸Colgate Palmolive 172% 🔸Dr. Lal Path Labs 100% 🔸Bharat Heavy Electricals 44% 🔸Biocon Ltd 26% 🔸Shree Cement 16% ➡Added new companies - 🔸ICICI Prudential AMC: 1.56% 🔸Thermax Ltd: 0.17% 🔸Kwality Walls India: 0.02% ➡Reduced Allocations - 🔸FSN E-Commerce Ventures: 1.51% = 1.27% 🔸MRF Ltd: 0.29% = 0.21% 🔸Canara Bank: 0.61% = 0.41% 🔸Acutaas Chemicals: 0.99% = 0.50% 🔸Muthoot Finance: 1.54% = 0.54% ➡Completely Exited - 🔸Bank of Baroda 🔸Aditya Birla Capital SBI Large and Midcap fund has clearly shift from lending"
X Link 2026-01-20T13:00Z [----] followers, 27.6K engagements
"Hospital Companies peer comparison - Jeena Sikho is leading in the bed addition % followed by Max Healthcare and Artemis Medicare. Tracking Yatharth from this list Source: Choice Disclaimer: No buy/sell recommendation @vishan_29 @tsatwork @Anvith_ @vishpradp https://twitter.com/i/web/status/2019790333383704974 https://twitter.com/i/web/status/2019790333383704974"
X Link 2026-02-06T15:08Z [----] followers, [----] engagements
"Mahindra & Mahindra will invest Rs. [-----] CR for over next [--] years in Maharashtra This investment also includes setting up of integrated automobile and tractor manufacturing facility in Nagpur. The proposed greenfield facility in Nagpur will be developed over about [----] acres and expected to begin production in [----]. This facility will be supported by a 150-acre supplier park in Sambhajinagar. Once the plant is fully operational in Nagpur it will have an annual production capacity of [------] vehicles and [------] tractors making it the group's largest integrated manufacturing footprint in the"
X Link 2026-02-07T06:45Z [----] followers, [----] engagements
"Parag Parikh Flexi Cap Fund July'25 Portfolio Update Fund has completely exited Motilal Oswal Financial Services in this quarter Decreased Allocation - 🔹IPCA Laboratories 🔹HDFC Bank 🔹Bajaj Holdings 🔹Power Grid 🔹Kotak Mahindra Bank Increased Allocation - 🔹ICICI Bank 🔹ITC Limited 🔹Cipla Limited 🔹Dr. Reddy's Laboratories No major changes in the holdings by Parag Parikh in this quarter except exiting Motilal Oswal. Cash Position - 23%; huge cash on hold Parag Parikh Flexi Cap Fund June'25 Portfolio Update Fund continues to hold maximum cash position with 21% In May'25 added Telecom giant"
X Link 2025-08-08T14:01Z [----] followers, 42.6K engagements
"Helios Flexi Cap Fund July'25 Portfolio Update New Addition - New IPOs and Housing Finance companies 🔹Ola Electric - 1.48% 🔹Oswal Pumps Ltd - 1.02% 🔹Travel Food Services - 0.9% 🔹Aadhar Housing Finance - 0.73% 🔹India Shelter Finance Corporation - 0.46% Increased Holdings - 🔹ICICI Bank - 5.02% 🔹Eternal Ltd - 4.38% 🔹Kotak Mahindra Bank - 2.28% 🔹Motilal Oswal - 2.2% 🔹Syrma SGS - 1.91% 🔹The Phoenix Mills - 1.05% 🔹Gokaldas Exports - 1.03% 🔹Swiggy Ltd - 1% Focus on Large cap bank Real estate quick commerce and capital market companies. Completely Exited - Axis Bank Cash Position: June -"
X Link 2025-08-12T13:59Z [----] followers, 58.7K engagements
"White Oak Midcap Fund Jul'25 Portfolio Update [--] New Additions - 🔸Travel Food Services Ltd - 0.28% 🔸Indiqube Spaces Limited - 0.17% 🔸Sambhav Steel Tubes Ltd - 0.14% 🔸Ecos India Mobility And Hospitality Ltd - 0.10% 🔸Le Travenues Technology Ltd - 0.05% Added new IPO companies; Travel Food services added by Helios Flexi Cap and White Oak both. [--] Increased Holdings - 🔸L&T Finance - 0.50% 🔸AU Small Finance - 0.60% 🔸Jindal Stainless Ltd - 0.38% 🔸Muthoot Finance Ltd - 3.36% 🔸Navin Fluorine Ltd - 0.64% 🔸The Phoenix Mills Ltd - 0.97% 🔸Schloss Bangalore Ltd - 0.52% 🔸Oil India Limited -"
X Link 2025-08-18T16:23Z [----] followers, [----] engagements
"Apollo Microsystems Guidance and Capex updates - ✅Apollo Microsystems declared lowest bidder for orders worth Rs. [-----] CR from DRDO & Defence PSUs. https://t.co/GVsTUQSnBw ✅Apollo Microsystems declared lowest bidder for orders worth Rs. [-----] CR from DRDO & Defence PSUs. https://t.co/GVsTUQSnBw"
X Link 2025-08-26T13:53Z [----] followers, 38K engagements
"Motilal Oswal Small Cap Fund Aug'25 Portfolio Update - New Portfolio Entries - = Syrma SGS Technology Ltd: 1.06% = Thirumalai Chemicals Limited: 0.03% Increased Allocations - = CDSL 51% = Glenmark Pharmaceuticals 28% = Karur Vysya Bank 23% = JM Financials Ltd 15% = Carraro India Limited 13% = KEC International Ltd 13% = V Guard Industries 13% = Bharat Dynamics Ltd 12% = Gabriel India Ltd 10% = Siemens Energy Ltd 10% = TARIL 10% Reduced Allocations - = Gufic Biosciences Limited: 0.43% = Triveni Turbine Ltd: 1.20% = Shaily Engineering Plastics Ltd: 2.88% = GE Vernova T&D India Limited: 1.25% ="
X Link 2025-09-09T05:46Z [----] followers, 42.5K engagements
"Motilal Oswal Small Cap Fund Sep'25 Portfolio Update - [--] Increased Allocations - = Aegis Vopak Terminals 57% = JM Financial Limited 16% = Bharat Dynamics Ltd 16% = CDSL 13% = Deepak Fertilizers and Petrochemicals 12% = Glenmark Pharmaceuticals 11% = Rainbow Children's Medicare 11% = Triveni Turbine 8% = Vijaya Diagnostic Center 8% = Styrenix Performance Materials 7% [--] Completely Exited / Reduced Allocations - = Carraro India = V-Guard Industries = Pitti Engineering = Indus Towers = Godrej Agrovet = Gufic Biosciences = Gabriel India = Rossari Biotech [--] New Additions - = Asahi India Glass:"
X Link 2025-10-14T06:37Z [----] followers, 44.5K engagements
"Helio Flexi Cap Fund Oct'25 Portfolio Update = Increased Allocation - 🔸Jain Resource Recycling: 1.20% 🔸Gokaldas Export: 1.02% 🔸ICICI Lombard General Insurance: 0.99% 🔸Cummins India: 1.89% 🔸HPCL: 2.99% 🔸Indigo: 1.14% 🔸ICICI Bank: 4.11% 🔸Bharat Electronics: 2.53% = Companies Exit Completely - 🔸HDFC Life Insurance 🔸Niva Bupa Health Insurance 🔸Westlife Foodworld Ltd = New Additions - 🔸Reliance Industries: 2.13% 🔸IOC: 1.32% 🔸LG Electronics India: 0.98% 🔸Actuaas Chemicals: 0.29% Helios has added a new IPO LG Electronics plus Reliance Industries and increased holdings in Jain Resource"
X Link 2025-11-08T13:48Z [----] followers, 75.7K engagements
"Motilal Oswal Midcap Oct'25 Portfolio Update - = Increased Allocation - 🔹Persistent Systems Ltd: 12% 🔹Aditya Birla Capital: 9% 🔹Bharti Hexacom: 7% 🔹One [--] Communications: 7% 🔹Prestige Estates Projects: 7% The fund has completely exited from Supreme Industries and Hitachi Energy India. Continues with focused allocation of [--] companies. Top holdings continue to be solid growth IT companies like Persistent and Coforge Limited. @vishan_khadke @Dynamicinvstr @vini546 @BaluGorade @ThetaVegaCap @TrendSpark420 @Anvith_ https://twitter.com/i/web/status/1988600230049411107"
X Link 2025-11-12T13:30Z [----] followers, 63.4K engagements
"Motilal Oswal Small Cap Fund Oct'25 Portfolio Update - New Companies Added - 🔹WeWork India Management: 1.11% 🔹Sonata Software Limited: 0.80% 🔹Rubicon Research Limited: 0.75% 🔹Birlasoft Limited: 0.52% Increased Holdings - 🔹Sky Gold 12% 🔹Deepak Fertilizers 12% 🔹Aditya Vision Ltd 11% 🔹Syrma SGS Technology 10% 🔹Rossari Biotech 9% 🔹Varroc Engineering 9% 🔹V-Mart Retail 8% 🔹Campus Activewear 7% 🔹Five Star Business 6% 🔹MCX India 6% Completely Exited/Reduce Holding - 🔹Kaynes Technology: 1.39% - 0.06% 🔹Glenmark Pharmaceuticals: 2.21% - 1.20% 🔹Sagility India: 1.13% - 0.94% 🔹V2 Retail:"
X Link 2025-11-13T13:22Z [----] followers, 60.2K engagements
"Nippon India Small Cap Fund Oct'25 Portfolio Update New Companies Added - 🔸TSF Investments: 0.78% 🔸Leela Palaces Hotels & Resorts: 0.23% 🔸Canara Robeco AMC: 0.23% 🔸IndusInd Bank: 0.09% 🔸Orkla India: 0.09% 🔸Studds Accessories: 0.04% Increased Holdings - 🔸Fineotex Chemicals 850% 🔸Aditya Birla Lifestyles Brand 188% 🔸Go Fashion (India): 76% 🔸Reliance Industries: 32% 🔸Esab India Ltd: 25% 🔸Crompton Greaves: 22% 🔸Emami Ltd: 17% 🔸HUL Ltd: 15% 🔸SBI: 13% 🔸NTPC Green Energy: 12% Completely Exited/Reduce Holding - 🔸Inox Wind Ltd: 0.50% - 0.45% 🔸HDB Financial Services: 0.48% - 0.37%"
X Link 2025-11-17T13:43Z [----] followers, 12.3K engagements
"Parag Parikh Flexi Cap Fund Nov'25 Portfolio Update - ➡New Additions in the Fund - 🔹Tata Consultancy Services: 0.68% 🔹Indus Tower Ltd: 0.02% ➡Increased Allocations - 🔹Infosys: 89% 🔹Zydus Lifesciences 10% 🔹HCL Technologies 9% 🔹Power Grid Corporation 9% 🔹Cipla Limited 6% 🔹EID Parry India 6% 🔹ICICI Bank 5% 🔹ITC Limited 4% 🔹DR. Reddy's Laboratories 3% 🔹Maruti Suzuki 2% Additions of TCS and Indus Tower show strong conviction in large cap stability predictable cash flows and critical digital infrastructure. Jumped significantly in top IT companies both Infosys and HCL tech reflecting"
X Link 2025-12-13T12:54Z [----] followers, 14.3K engagements
"JM Financial Flexi Cap Fund Nov'25 Portfolio Update ➡New Additions in the Fund - 🔹Reliance Industries: 5.13% 🔹Hero MotoCorp: 1.54% 🔹Punjab National Bank: 1.03% 🔹Mahindra & Mahindra Financial: 0.59% 🔹Star Health and Allied Insurance: 0.52% 🔹Hindalco Industries: 0.42% ➡Reduced Allocation - 🔹IDFC First Bank: 1.13% = 1% 🔹Subros: 0.55% = 0.38% 🔹Motilal Oswal Financial: 2.42% = 2.08% 🔹HDFC Bank: 3.99% = 3.35% 🔹Maruti Suzuki: 2.29% = 1.85% 🔹Credit Access Grameen: 1.31% = 0.99% 🔹ICICI Bank: 5.53% = 4.62% 🔹HAL Limited: 1.92% = 1.51% 🔹One97 Communication: 3.55% = 2.75% 🔹Devyani"
X Link 2025-12-14T17:03Z [----] followers, 10.1K engagements
"Motilal Oswal Small Cap Fund Nov'25 Portfolio update- Increased Holdings - 🔹Rubicon Research 132% 🔹BirlaSoft 98% 🔹Sonata Software 59% 🔹V2 Retail 37% 🔹GE Vernova T&D 20% 🔹Aditya Vision 13% 🔹Aegis Vopak Terminals 11% 🔹Five Star Business 10% New Companies Added - 🔹City Union Bank: 1.39% 🔹DCB Bank: 1.12% 🔹MTAR Technologies: 0.71% 🔹Aditya Infotech: 0.16% Completely Exited/Reduce Holding - 🔹MCX: 2.77% = 2.66% 🔹eClerx Services: 2.41% =2.02% 🔹Ola Electric Mobility: 0.71% = 0.47% 🔹TARIL: 1.94% = 0.93% 🔹Kaynes Technology India 🔹Glenmark Pharmaceuticals Motilal Oswal Small cap fund"
X Link 2025-12-20T15:43Z [----] followers, 53.1K engagements
"Helios Flexi Cap Fund Dec'25 Portfolio Update - Increased Allocations in Dec - = Shriram Finance: 64% = Kotak Mahindra Ltd: 51% = Cholamandalam Investment: 47% = Physicswallah: 46% = Larsen & Toubro: 45% = The Phoenix Mills: 45% = [---] ONE WAM: 43% = MCX India: 43% = Motilal Oswal Financial: 30% = HPCL: 29% Added/Exited Companies in Dec - = ICICI Prudential AMC: 0.87% = Newly Added = Interglobe Aviation = Exited = Urban Company = Exited Helios Flexi Cap Fund has exited from Indigo and Urban company and focussed on adding ICICI Prudential AMC - which can be a long-term compounder play with SIP"
X Link 2026-01-07T13:42Z [----] followers, 100.2K engagements
"Motilal Oswal Midcap Dec'25 Portfolio Update - = Reduced Allocation - 🔹Kaynes Technology: 🔽45% 🔹Max Healthcare Institute: 🔽🔽43% 🔹BSE: 🔽38% 🔹Polycab India: 🔽🔽32% 🔹Eternal: 🔽30% 🔹Trent: 🔽22% = New Companies Added - 🔹Bharati Airtel: 5.43% 🔹PB Fintech: 0.56% The fund focussed on IT companies with top [--] holdings constitute 19% of AUM and rising conviction in telecom sector by aggressive buying in Bharati Airtel and accumulation in Fintech companies like One97 Communication PB Fintech and L&T finance. @vishan_khadke @Dynamicinvstr @vini546 @paresh_pisipati @ThetaVegaCap @BaluGorade"
X Link 2026-01-10T16:43Z [----] followers, 33K engagements
"Transrail Lighting Q3FY26 Financial Results Transrail Lighting is an integrated EPC and pole manufacturing company. The company has [--] business segments - = Power Transmission & Distribution = Railways = Civil Construction = Poles & Lighting = Solar EPC Financial Performance - 9MFY26 vs 9MFY25 REV 49% YOY - Rs. [----] CR EBITDA 40% YOY - Rs. [---] CR EBITDA margins: 12.20% vs 13% in 9MFY25 PAT61% YOY - Rs. [---] CR PAT margins: 6.40% vs 5.90% in 9MFY25 Debt to Equity: 0.39x ROCE:25.20% Working Capital: [--] days Q3FY26 vs Q3FY25 REV 32% YOY - Rs. [----] CR EBITDA 27% YOY - Rs. [---] CR EBITDA margins:"
X Link 2026-02-02T15:34Z [----] followers, 37.6K engagements
"@Akash17971 Upcoming growth theme. Tracking Waaree Energies Tata Power JSW energy HBL engineering KPI Green and ACME solar"
X Link 2026-02-04T15:14Z [----] followers, [----] engagements
"Bharti Airtel - Building second growth engine - Data Center business Bharti Airtel is planning a significant expansion in its data center business under its subsidiary Nxtra aiming to reach [--] GW of capacity over the next 3-4 years from the current capacity of 120-130 MW. With an increase in capacity Airtel is targeting a market share of 25% from 12% currently. As per management the planned scale-up aligns with ongoing demand from cloud service providers enterprise customers and newer artificial intelligence-led workloads. Key Strategic Insights [--] Data centres = Margin defence + share gain ="
X Link 2026-02-07T07:12Z [----] followers, [----] engagements
"Helios Flexi Cap Fund Jan'26 Portfolio Update - Exited Allocations - 🔹Ola Electric Mobility 🔹LG Electronics India 🔹Honeywell Automation India 🔹ICICI Lombard General Insurance 🔹Glaxosmithkline Pharmaceuticals Ltd. Increased Allocations - 🔹Kotak Mahindra Bank 451% 🔹Multi Commodity Exchange of India 300% 🔹Hitachi Energy India 300% 🔹ICICI Prudential Asset Management 112% 🔹REC 61% 🔹Larsen & Toubro 51% 🔹Torrent Pharmaceuticals 41% 🔹Bharat Electronics 32% 🔹Cholamandalam Investment & Finance 27% 🔹ABB India 23% Helios Flexi Cap Fund has exited completely from Ola Electric across their"
X Link 2026-02-07T15:33Z [----] followers, 65K engagements
"Motilal Oswal Midcap Jan'25 Portfolio - = Added [--] new companies in their portfolio - GE Vernova Billionbrains Garage (Groww) Bharat Electronics IDFC First Bank ICICI Prudential AMC Shriram Finance Axis Bank and MCX. = Increased solid allocation in PB Fintech BSE Eternal Tube Investments Prestige Estates and Aditya Birla Capital = Fund has completely exited Polycab India from Midcap portfolio and reduced allocations in Persistent Systems Dixon Technologies and near to exit companies Trent and Kaynes Technology. The fund has shifted portfolio from hardware and consumption themes towards"
X Link 2026-02-08T05:06Z [----] followers, 62K engagements
"Motilal Oswal Small Cap Jan'26 Portfolio Update - ➡Increased Allocations - 🔹Birlasoft Limited: 19% 🔹PG Electroplast: 14% 🔹VA Tech Wabag: 10% 🔹Syrms SGS Technology: 9% 🔹Aegis Vopak Terminals: 9% 🔹V-Mart Retail: 8% 🔹Sonata Software: 8% 🔹Varroc Engineering: 7% 🔹Rainbow Children's Medicare: 7% ➡Decreased Allocations - 🔹Sky Gold & Diamonds: 1.88% 🔹Wework India Management: 0.98% 🔹GE Vernova T&D India: 1.49% 🔹Dr. Agarwals Health Care: 2.97% 🔹Transformers & Rectifiers: 0.60% 🔹Thirumalai Chemicals: 0.45% Motilal Oswal has clearly rotated money into tech and consumer companies like"
X Link 2026-02-09T14:08Z [----] followers, 39.8K engagements
"Tata Motor's Jaguar Land Rover - New Manufacturing facility Tata Motors Passenger Vehicles JLR commenced a new manufacturing facility in Tamil Nadu a Rs. [----] CR plant. The facility will be producing next-generation vehicles including electric vehicles for both TMPV and JLR brands. Phase - 1: Capacity of [-----] cars per annum to roll out Going ahead it will mark up to produce 250000-300000 annually. Tata Sons Chairman also highlighted that the trade agreements with EU UK UAE and US will open up opportunities in the global market as well as in India. @Sectorsignals @vishan_29 @Dynamicinvstr"
X Link 2026-02-10T03:52Z [----] followers, [----] engagements
"Transrail Lighting Q3FY26 Concall Updates Management Guidance and Outlook 🎯Revenue: Revised Guidance from 24-25% to 26-27% in FY26 i.e around Rs. [----] to Rs. [----] CR 🎯Medium target of 20-25% going ahead for next few years 🎯FY26 Order inflow guidance: Rs. [----] to Rs. [-----] CR 🎯Confident in maintaining EBITDA margin of 11.5-12% Order Book Bidding Pipeline and Capex additions = Transrail Lighting has an unexecuted order book of Rs. [-----] CR and book to bill ratio of 2.5x which gives strong 23-year revenue visibility. = Management highlighted that the company has already bid for around Rs."
X Link 2026-02-10T11:34Z [----] followers, 13.1K engagements
"KPI Green - New orders from Adani Green and FVE Lifecare (UAE) 1Adani Khavda Order [---] MWac / [---] MWdc EPC Package KPI received service orders + purchase orders from Adani Group for a [---] MWac / [---] MWdc project at Khavda Gujarat = Electrical ACDC works = Civil works (pile foundation MMS erection etc.) = Installation of modules & robotic cleaning systems = Supply of DC/AC & HT equipment (excluding main equipment) 👉With this total orders from Adani Group at Khavda now stand at [---] MWac / [----] MWdc (including earlier [---] MW order) 2International Solar + BESS Order (UAE Data Centre) Sun Drops"
X Link 2026-02-11T04:45Z [----] followers, [----] engagements
"@Akash17971 Tracking Transrail Lighting KEC International Atlanta Electricals TARIL ACME Solar Waaree Energies Polycab India KEI Industries and Tata Power. No recommendation I have shared concall analysis of Transrail lighting. Do have a look. https://x.com/DhawalDoshi5/status/2021185912705855664 Transrail Lighting Q3FY26 Concall Updates Management Guidance and Outlook 🎯Revenue: Revised Guidance from 24-25% to 26-27% in FY26 i.e around Rs. [----] to Rs. [----] CR 🎯Medium target of 20-25% going ahead for next few years 🎯FY26 Order inflow guidance: Rs. [----] to Rs. https://t.co/lr53o0SY9y"
X Link 2026-02-11T04:49Z [----] followers, [----] engagements
"Premier Energies - Cell Manufacturing Capacity and Inflection Point Currently the company has an existing cell capacity of [---] GW and plans to add a further [--] GW taking the total count to [----] GW. The entire cell capacity of [----] GW will be online by FY27 and module capacity of [----] GW will be commissioned by FY26 end. As ALMM-II is expected to start from 1st July'26 the strength in realizations and margins on solar cells continue beyond FY26. Premier Energies robust order book of Rs. [--] Bn as of Q3FY26 end. Company's [---] GW cell facility commissioned in June'25 end and fully ramped by"
X Link 2026-02-12T05:06Z [----] followers, [----] engagements
"Edelweiss Midcap Fund Jan'26 Portfolio Update ➡Reduced Allocations - 🔹Lupin Ltd - 1.59% = 1.50% 🔹Max Healthcare Institute - 1.82% = 1.40% 🔹Cummins India - 1.76% = 1.28% 🔹Mankind Pharma - 0.94% = 0.68% 🔹Swiggy - 1.07% = 0.50% 🔹LG Electronics India - 1.02% = 0.47% 🔹Mphasis - 0.66% = 0.30% 🔹CG Power and Industrial Solutions - 1.22% = 0.48% 🔹Hero MotoCorp - 0.49% = 0.19% 🔹Meesho - 0.10% = 0.03% ➡Increased Holdings - 🔹Indus Towers 126.7% 🔹Bharat Dynamics 82% 🔹Oil India 58% 🔹JK Cement 31% 🔹Fortis Healthcare 31% 🔹SRF Ltd 25.5% 🔹The Phoenix Mills 23% 🔹Creditaccess Grameen 20% 🔹IPCA"
X Link 2026-02-12T14:53Z [----] followers, 22.3K engagements
"@Akash17971 Well compiled list. Tracking few companies - Syrma SGS Groww TD Power Lumax Auto twins Ather energy Belrise industries Ashok Leyland"
X Link 2026-02-13T05:02Z [----] followers, [---] engagements
"Indias data centre buildout enters a new funding era: VCs step back IPOs step up For over a decade Data centre growth was largely funded by private equity venture capital hyperscaler-backed expansions. But currently VCs has slowed down their investments in data centres due to return compressions (more supply longer payback cycles) AI infra is capex heavy and exit timelines are increasing. Going through IPO route is logical step as it allows permanent capital lower cost of equity vs private capital debt raising post listing and increase in institutional participation. Sify Infinit Spaces has"
X Link 2026-02-13T05:27Z [----] followers, 32K engagements
"US semiconductor equipment major KLA Corporation is investing $400 Mn (Rs. [----] CR) to set up a 12-acre R&D campus in Chennai. Key Details: = Focus on high-performance computing process control engineering software and AI-driven semiconductor innovation. = Built-up area: Up to [---] Mn sq ft (phased) = Jobs: Up to [----] high-skilled roles = Positioning: KLAs largest integrated R&D presence outside global HQ 👉This is design + software + process innovation not fabrication. ✅Parallel developments: = Rs. [-----] CR semiconductor fab facility in Dholera Gujarat by Tata Electronics = Rs. [----] CR OSAT"
X Link 2026-02-14T05:00Z [----] followers, [----] engagements
"Well compiled list Akash. Tracking - HBL Engineering 94% Atlanta Electricals 80% Vintage Coffee 71% Apollo Micro Systems 70% JSW Energy 67% Pricol 64% V2 Retail 57% Ather Energy 50% Polycab 46.12% Yatharth Hospital 46.23% Syrma SGS 45.36% KPI Green Energy 44.62% Interarch 43.70% ACME Solar 42.34% R R Kabel 42.29% No recommendations. https://twitter.com/i/web/status/2022549122780401810 https://twitter.com/i/web/status/2022549122780401810"
X Link 2026-02-14T05:51Z [----] followers, [---] engagements
"🚆Indian Railways - To Install CCTV Camera - Enhanced Safety Indian Railways has decided to install CCTV cameras in all coaches This move will enhance the safety of passengers and reduce the activities of Miscreants and organised gangs to take illegal advantage. Cameras will be installed in the common areas of the door as well. Indian railways will install - 🔹CCTV cameras in [-----] coaches and [-----] locos 🔹Railway to equip all coaches with [--] CCTV cameras 🔹Each locomotive will have [--] CCTV cameras Railway Minister has ensured high quality CCTV footage at speeds above [---] kmph and in Low Light"
X Link 2025-07-13T16:41Z [----] followers, 16.2K engagements
"Cable & Wire Industry - Competition Increase - Top [--] players ✅Industry Growth - 🔹From FY19-25 C&W industry grew at a CAGR of 10% even though it included COVIDs [--] years 🔹In FY25 the market is estimated at Rs. [---] Bn with cables accounting for and remaining wire business 🔹C&W industry is expected to grow at 12-20% CAGR from FY 25-28 to Rs. [----] Bn. ✅Growth Drivers - 🔹Accelerated Infrastructure push by the Government 🔹Increasing investments in Power T&D 🔹Rapid urbanization and initiatives like Smart Cities Mission 🔹Investments in residential and commercial real estate along with ongoing"
X Link 2025-07-14T18:43Z [----] followers, 12.2K engagements
"Oswal Pumps Company Analysis and FY25 results - Industry Tailwinds - The Indian pump market is expected to grow at a CAGR of 9.2% by FY30 to Rs. [------] Bn driven by Rural electrification infrastructure spending and water conservation programs. Solar Pump market is expected to grow at 11.2% CAGR from Rs. [-----] CR in FY25 to Rs. [-----] CR in FY30 led by policy push diesel pump replacement and inclusion of marginal farmers. Oswals Leadership Playbook by Tapping Government Opportunities - The company has installed around [-----] solar pumps across states especially in Maharashtra Haryana Rajasthan"
X Link 2025-07-17T13:07Z [----] followers, 13.8K engagements
"Started with Polycab now Havells even has posted strong numbers in Cables segment. Havells posted its Q1FY26 numbers and topline saw a de-growth by 6% on YOY. This de-growth is attributed to tepid summer growth in comparison with last years season where there was heat waves which resulted in decline of cooling products sale. Even consumers demand were subdued due to erratic weather while demand was seen in industrial-infra and growth was maintained. Product Mix growth - = Switchgears: 9.3% = Cables: 27% = Lighting & Fixtures: (3.1)% = Electrical Consumer durables: (14.1)% = Lloyd Consumer:"
X Link 2025-07-21T15:52Z [----] followers, 10.2K engagements
"KEI Industries - Q1FY26 results Company has surpassed its guidance of 17-18% growth in FY26 to 25% growth in the topline in Q1FY26 ✅REV 25.44% Rs. [----] CR ✅EBITDA 28.06% Rs. [---] CR ✅EBITDA margin: 11.49% vs 11.25% in Q1FY25 ✅PAT 30.28% Rs. [---] CR ✅PAT Margin: 7.56% vs 7.28% in Q1FY25 Cable & Wire Institutional = Domestic C&W grew by 26.62% to Rs. [---] CR = Domestic EHV was up by 46.83% to Rs. [---] CR = Exports are up by 122.09% to Rs. [---] CR Cables & Wire Dealers/Distribution = Topline up by 22.21% in Q1 to Rs. [----] CR from Rs. [----] CR in Q1FY25 = Total active working dealers [----]. EPC Projects"
X Link 2025-07-22T12:59Z [----] followers, [----] engagements
"@aavishhkar Panchayat ❤"
X Link 2025-07-24T08:56Z [----] followers, 32.8K engagements
"Premier Energies Q1FY26 Financial Results - 🎯Q1FY26 Performance - 🔹Revenue 🔼9.9% YOY & 12.3% QOQ to Rs. [----] CR 🔹EBITDA🔼61.48% to Rs. [-----] CR 🔹EBITDA margin: 31.94% vs 22.16% in Q1FY25 🔹Depreciation 🔼98.33% to Rs. [------] CR 🔹PAT 🔼55.33% to Rs. [------] CR 🔹PAT margin: 16.46% vs 11.87% in Q1FY25 🔹Net Debt - 0.49x 🔹Working Capital - [--] days 🎯Operational Metrics - 👉Revenue Mix: 🔹Cell - 23% 🔹Module - 74% 🔹Others - 2% 👉Geographical Revenue Mix: 🔹Domestic - 99% 🔹Exports - 1% 👉Capacity Utilization - Cells: 94% Modules: 77% 🎯Order Book - Premier Energies has robust order book of"
X Link 2025-07-27T04:28Z [----] followers, 21.8K engagements
"KEC International Q1FY26 Financial results - KEC International - Part of the RPG group major EPC infrastructure company. Presence in diversified segments like Power T&D Railways Solar Oil & gas pipeline Civil and cables. Financial Performance - Q1FY26 vs Q1FY25 ✅Revenue11% - Rs. [----] CR ✅EBITDA19% - Rs. [---] CR ✅EBITDA margins: 7% vs 6.50% in Q1FY2550 bps ✅PAT41% - Rs. [---] CR ✅PAT margins: 2.5% vs 1.9% in Q1FY2560 bps Segment Revenue - Q1FY26 ✅T&D - Rs. [----] CR 26% ✅Civil - Rs. [---] CR -11% ✅Transportation - Rs. [---] CR 0% ✅Cables - Rs. [---] CR 5% ✅Renewables - Rs. [---] CR 87% ✅Oil& Gas - Rs. 60"
X Link 2025-07-28T16:39Z [----] followers, 18.8K engagements
"Skipper Ltd Q1FY26 Financial Results - Skipper Ltd - Leading company in the manufacturing and selling T&D structures and pipes & fittings. Company is in the top [--] globally integrated T&D Tower structures manufacturer. Also undertakes EPC projects and supplier of transmission tower of High Voltage transmission line projects. Business Segments & Products - ✅Engineering products - Produces Transmission towers monopoles telecom towers power distribution towers and solar mounting structures ✅Infrastructure Projects - Executes up to [---] kV and [---] kV high-voltage EPC projects. Also projects across"
X Link 2025-07-31T11:27Z [----] followers, 20.9K engagements
"Transformers & Rectifiers India Q1FY26 Results TRIL has posted another blockbuster results in Q1. 🔥 Q1FY26 Financial Performance 📈Rev 🔼64% on YOY to Rs. [------] CR 📈EBITDA 🔼135% on YOY to Rs. [------] CR 📈EBITDA margins: 19.74% vs 14.18% in Q1FY25 📈PAT🔼223% on YOY to Rs. [-----] CR 📈PAT margins: 12.26% vs 6.40% in Q1FY25 📈EPS: Rs. [----] vs Rs. [----] in Q1 TRIL Order Book 🔹Company has total unexecuted order book of Rs. [----] CR 🔹Order inflow Rs. [---] CR in Q1FY26; Rs. [-----] CR inquiries 🔹Construction started for [-----] MVA capacity expansion at Moraiya facility 🔹Capacity expansion of CRGO"
X Link 2025-08-01T09:06Z [----] followers, 15.2K engagements
"Order Book Update Total Order book of the company grew by 44% on YOY to Rs. [-----] CR and L1 position book is of Rs. [---] CR. Company has received an order inflow of Rs. [----] CR (🔼72%) in Q1FY26 Un-executed Order book - ➡Domestic - 60% ➡International - 40% Segmental Order Book Mix - Power T&D - 93% Railways - 2% Civil - 4% Pole & Lighting - 1% Capacity Expansion Plan - 🔹Tower Pre- Capex: [-----] MT PA Post Capex: [------] MT PA 🔹Conductor Pre-Capex: [-----] KM Post Capex: [-----] KM Capex Timelines - Tower Brownfield Project - = Phase 1: Q2FY26 = Phase 2: Q1FY27 Greenfield Project - Q4FY26 Conductor"
X Link 2025-08-05T14:43Z [----] followers, 16.2K engagements
"JM Financial Flexi Cap Fund Jul'25 Portfolio Update Fund has completely exited [--] companies in June 🔹Bajaj Finance 🔹Equinox India Developments Limited 🔹JSW Energy Ltd Added [--] new companies and [--] newly listed IPO 🔹Varun Beverages - 0.44% 🔹HDB Financial Services - 2.09% 🔹Waaree Energies Limited - 1.05% 🔹Embassy Developments Limited - 0.78% 🔹Bharat Forge Limited - 0.78% 🔹Blue Star Ltd - 0.22% 🔹Travel Food Services Limited - 0.12% Increased Allocation 🔹Northern Arc Capital - 0.51% 🔹TVS Motor Company - 0.77% 🔹Amber Enterprises - 0.96% 🔹One [--] Communications - 3.03% 🔹Apollo Hospitals"
X Link 2025-08-09T04:36Z [----] followers, 31.3K engagements
"Skipper Q1FY26 Concall Updates Capacity Expansion and Capex = Operationalized [-----] MTPA in this quarter and additional [-----] MTPA capacity expansion is on progress which will be commissioned by FY26. =Management had guided for a capex of Rs. [---] CR in next [--] years; includes Rs. 200-250 CR for expansion of [-----] MTPA and Rs. 40-50 CR maintenance charges =Remaining Rs. [---] CR will be invested in next [--] years excluding the routine maintenance capex; exploring greenfield locations for future expansions. =Funding of this capex will be both internal accruals and term loans in the ratio of 60% debt"
X Link 2025-08-11T14:11Z [----] followers, 20K engagements
"PN Gadgil Q1FY26 Results 👌 PN Gadgil Jewellers 📌 Good Q1FY26 results ✅ Revenue is flat due to Gold Bullion revenue being considered in Q1 it will not be considered from Q3 onwards 💥 PAT doubles YoY and up 12% QoQ https://t.co/GiVttoW8Ar PN Gadgil Jewellers 📌 Good Q1FY26 results ✅ Revenue is flat due to Gold Bullion revenue being considered in Q1 it will not be considered from Q3 onwards 💥 PAT doubles YoY and up 12% QoQ https://t.co/GiVttoW8Ar"
X Link 2025-08-12T08:20Z [----] followers, 13.8K engagements
"PN Gadgil Q1FY26 - Good results REV 3% EBITDA 85% EBITDA margins: 7.2% PAT 96.3% EPS: Rs. [----] vs Rs. [----] Segmental Results Retail 19.4% (Contributes - 70% of topline) E-Commerce 125.9% Franchise 108.70% SSSG - 8% - Impacted due to preponement of Gudi Padwa Increase in customer footfalls - 25% Festive day surge during Akshaya Tritiya - 35% Stud Ratio share 42% - 10% of sales Total stores - 55; added [--] stores in Q1FY26 Refinery segment discontinued by the company from Oct'24 due to which revenue growth looks flat; Q2 will be the last quarter for lower revenue growth. @Anvith_ @selvaprathee PN"
X Link 2025-08-12T09:49Z [----] followers, 13.4K engagements
"VA Tech Wabag Q1FY26 Results Investor Presentation Updates Q1FY26 vs Q1FY25 - Revenue 17.2% to Rs. [---] CR EBITDA 17.5% to Rs. [--] CR EBITDA margins: 13% PAT 19.6% to Rs. [--] CR PAT margins: 9% vs 8.8% in Q1FY25 EPS: Rs. [-----] vs Rs. [----] ROE: 14.8% ROCE: 18.3% Net Cash: Rs. [------] CR Segment Growth 🔹EPC - Rs. [---] CR 14% 🔹O&M - Rs. [------] CR 22% Revenue Mix 🔹EPC: 79% 🔹O&M: 21% VA Tech Wabag - Order Book 🔹Order Book: Rs. [-----] CR (15% growth) 🔹Order intake (Q1FY26): Rs. [-------] CR 🔹EPC: Rs. [----] CR (64%) 🔹O&M: Rs. [-------] CR (36%) 🔹Framework: Rs. [-------] CR 🔹Geography Mix - India: 53% &"
X Link 2025-08-12T17:27Z [----] followers, 13.8K engagements
"HDFC Flexi Cap Fund July'25 Portfolio update - Top Holdings - 🔹ICICI Bank: 9.74% 🔹HDFC Bank: 9.01% 🔹Axis Bank: 6.89% 🔹SBI Life Insurance: 4.57% 🔹SBI Bank: 4.25% HDFC Flexi has invested in top banks of the country with major chunk is with large cap companies. Increased Allocation - 🔹Swiggy Limited: 0.55% 🔹Hindalco Industries: 0.69% 🔹Infosys Limited: 1.24% 🔹HCL Technologies: 2.77% 🔹Sundaram Fasteners: 0.33% 🔹Nuvoco Vistas Corporation Ltd: 0.80% Fund has completely exited Reliance Industries in July month which it was holding in June - 0.19% Not added any new companies; Holding safe"
X Link 2025-08-13T13:56Z [----] followers, 34.3K engagements
"VA Tech Wabag Brokerage Report CMP: Rs. [----] Target - Rs. [----] (26%) Investment Rationale - = Strong revenue growth with robust order book and EBITDA margins maintained at 13% = Recorded order inflow of Rs. [----] CR in Q1 with total order book of Rs. [-----] CR i.e. 4x of annual revenue = Net cash positive Rs. [---] CR reflects the strong liquidity and it provides flexibility to accelerate execution cycles. = Management focus on projects with advanced technology generate strong cash flows and located on emerging markets = Projects which gives payment security supported by multilateral or bilateral"
X Link 2025-08-14T18:44Z [----] followers, 10.9K engagements
"Quant Small Cap Fund July'25 Portfolio Update ➡New Portfolio Entries - 🔸Marathon Nextgen Realty Limited - 1.32% 🔸ANTHEM BIOSCIENCES Limited - 0.95% 🔸Gland Pharma Limited - 0.44% 🔸ETHOS Limited - 0.07% ➡Increased Allocation - 🔸Samvardhana Motherson - 0.75% 🔸Vinati Organics Ltd - 0.23% 🔸Digitide Solutions Ltd - 0.13% 🔸Exicom Tele-Systems - 0.25% 🔸Jio Financial Services - 6.76% 🔸Piramal Enterprises Ltd - 1.84% ➡Completely Exited - 🔸Aadhar Housing Finance 🔸Chambal Fertilizers & Chemicals Ltd Quant Mutual Fund - Top holdings continued to be Reliance Industries Jio Financial Services &"
X Link 2025-08-15T14:21Z [----] followers, 28.1K engagements
"Transformers & Rectifiers India Q1FY26 Concall Updates - Future Guidance - FY26 topline growth of Rs. [----] CR i.e. a growth of 73% over FY25 revenue of Rs. [----] CR Medium term for next [--] years a revenue target of Rs. [----] CR ($ [--] billion) EBITDA margins sustainable at 17-18% Gross margins to be around 35% going ahead Order book target of Rs. [----] - [----] CR; Rs. [-----] CR of inquiries in pipeline with a target of 20-25% conversion rate = Industry outlook of the sector is robust with the Government aiming to double the power generation in next 5-7 years with large-scale high-voltage transmission"
X Link 2025-08-15T16:52Z [----] followers, 16K engagements
"Transrail Lighting Ltd Q1FY26 Concall Updates Margins and Future Guidance = Transrail Lighting posted EBITDA margins of 12.03% which is best in the industry as per management and continues to guide around 11.5-12% for FY26. = These margins are strongly supported by backward integration selective bidding with focus on right margins right clients and right geographies with disciplined execution and cost control. = Subcontracting expenses to come down going ahead as domestic execution ramps up. = Management has given a topline guidance of 22-25% growth in FY26 i.e around Rs. [----] CR topline."
X Link 2025-08-16T09:08Z [----] followers, 24.1K engagements
"HDFC Midcap Opportunities Fund Jul'25 Portfolio [--] Reduced Allocations - 🔸Solar Industries - 92% 🔸Ceat Ltd - 28% 🔸Indian Hotels Company - 21% [--] Increased Allocations - 🔸Dabur India - 1.14% 🔸Coromandel International Ltd - 1.23% 🔸Cummins India Ltd - 1.79% 🔸Balkrishna Industries Ltd - 3.84% 🔸Glenmark Pharmaceuticals - 3.07% 🔸AU Small Finance Bank - 3.05% 🔸MphasiS Limited - 1.33% 🔸United Spirits Ltd - 0.45% 🔸ICICI Lombard General Insurance - 0.3% [--] Top Holdings - 🔸Max Financial Services Ltd - 4.59% 🔸Coforge Limited - 3.17% 🔸The Federal Bank Ltd - 🔸IPCA Laboratories - 3.07% HDFC has"
X Link 2025-08-16T15:52Z [----] followers, 19.8K engagements
"Tata Small Cap Fund July'25 Portfolio Update ➡New Portfolio Entries - Newly listed IPO 🔸Smartworks Coworking Spaces - 0.78% 🔸Sri Lotus Developers and Realty - 0.30% ➡Increased Allocation - 🔸VIP Industries - 1.69% 🔸Shoppers Stop - 2.17% 🔸Ganesha Ecosphere - 0.55% 🔸Carborundum Universal - 1.92% ➡Reduced/Completely Exited - 🔸Radico Khaitan: -24% 🔸Rallis India Ltd: -38% 🔸Nippon Life India AMC: -100% (Completely exited) Tata Small Cap Fund - Top holdings continued to be Sudarshan Chemicals Kirloskar Pneumatic & IDFC First Bank. @BaluGorade @ThetaVegaCap @Dynamicinvstr"
X Link 2025-08-20T16:50Z [----] followers, 15.8K engagements
"Genus Power Infrastructure Financial Results and Concall Updates - Genus Power is the largest player in Indias electricity metering solution with a market leader position in various kinds of meters and has developed smart metering solutions with an in-house R&D center. Genus Power has [--] business verticals - = Smart Metering Solutions - Company provides smart metering solutions for High-end multifunction single and three phase meters ABT & Grid meters smart metering light solution and DC Metering solution gas meter etc. = Engineering Construction & Contracts (ECC) - Provides customized and"
X Link 2025-08-22T05:30Z [----] followers, 14K engagements
"EPACK Durable Annual Report FY25 - Strategic Partnerships - 🔹EPAVO JV - = Targets [--] million BLDC motors for ACs = [--] million for ceiling fans annually. - Production to begin in Q2FY26 = Enhance margins by reducing import costs and new product like inverter RACs. 🔹Hisense Partnership - = Investing Rs. [---] CR in a new Sri City plant for Hisense = Facility to produce RACs washing machines and other LDAs = Production expected by end of FY26 = Revenue diversification reduce dependency on ACs and Hisense entry into consumer durables market 🔹Daikin and Panasonic Partnership - = Manufacture"
X Link 2025-08-22T15:25Z [----] followers, 14.1K engagements
"Invesco Large & Mid Cap Jul'25 Portfolio Update - ➡Increased Allocation - 🔹Max Healthcare - 44% 🔹Trent Limited - 19% 🔹BSE Limited - 17% 🔹Cholamandalam Investment - 26% 🔹Sai Life Science - 7% 🔹Ethos Ltd - 9% 🔹The Phoenix Mills - 8% 🔹Max Estates Limited - 7% ➡Top Holdings - 🔹Indigo - 5.42% 🔹Swiggy Ltd - 4.52% 🔹Prestige Estates - 4.02% 🔹Eternal Ltd - 4.01% 🔹L&T Finance - 3.21% ➡Completely Exited - 🔹Axis Bank Limited 🔹Brainbees Solutions Ltd 🔹Ethos Ltd Rights Issue This fund maximum allocation is on Midcap stocks with a focus on consumption real estate healthcare & e-commerce."
X Link 2025-08-22T17:02Z [----] followers, [----] engagements
"4K ❤🔥 Just keep on walking in this wealth creation journey supporting and learning together as trolling is an easy approach 🙏 Keep tracking businesses and read Concall this will help you build conviction 🔥 @shome_rajarshi @AmannaPrerana - Thanks to both of you for inspiring and supporting 🙏❤😇 Thanks to everyone for the support and love ❤ @AshishMeher7 @TrendSpark420 @Chart_Wallah108 @EquityInsightss @ujwal_kr @vishan_khadke @SSage82827"
X Link 2025-08-23T12:54Z [----] followers, [----] engagements
"Titagarh Rail Systems Q1FY26 Concall - Order Book & Pipeline - 🔹Order inflow in Q1FY26 - Rs. [----] CR which includes both passenger rail and freight rail segment; Continue to build strong order book 🔹Titagarh has a total order book of Rs. [-----] CR including JV share with passenger business constitutes majority of order book and transformation from freight led to passenger led growth. 🔹Segmental Order Book - = Freight Business: Total outstanding [-----] wagons; Will execute 900/1000 wagons per month = Metro coaches - Current order book of [---] coaches; received LOA for Metro Rail Line [--] of"
X Link 2025-08-27T17:03Z [----] followers, [----] engagements
"HPL Electric Q1FY26 Financial Results - HPL Electric is a market leader in Electric meters and On-load change over switches. The company has a 50% market share in the Domestic On-load change over switches and 20% market share in domestic electric meters. HPL Electric has presence in all the [--] key product verticals of electric equipment - metering solution modular switches switchgears LED lighting and wires and cables. The company has majorly [--] business segments - 🔹Metering Systems and Services which contributes 53% in the topline and it offers various metering solutions like smart meter net"
X Link 2025-08-31T11:00Z [----] followers, [----] engagements
"Indo Farm Equipment - AR [----] Segment Performance - 🔸Pick and Carry Crane Segment = Manufacturing easy-to-operate hydraulic pick and carry cranes ranging from [--] ton to [--] ton. = Revenue break up: FY24 - 44.87% & FY25 - 58.12%; Q1FY26 segment grew by 36% - Rs. [-----] CR = Company pivoted to high margin construction equipment from traditional tractor segment leveraging the market opportunities of the segment = 65% of the crane components are manufactured in-house ensuring quality control cost efficiency = Crane Market grew by 8% led by robust infrastructure spending and faster expansion in the"
X Link 2025-09-02T13:54Z [----] followers, 22.5K engagements
"@DealsDhamaka Swiggy one and Uber one really helps. I use Uber One most of the times on weekends"
X Link 2025-09-07T16:09Z [----] followers, [----] engagements
"Motilal Oswal Midcap Fund Aug'25 Portfolio Update Motilal Oswal keeps on adding High PE stocks in their portfolio though few companies are growing at faster pace even. In August they have added Eternal (Zomato) in their portfolio with an allocation of 9.03% 1Increased Allocation - 🔸One [--] Communications: 8.68% 🔸Kalyan Jewellers: 8.70% 🔸Aditya Birla Capital: 3.20% 🔸Tube Investment: 2.98% 🔸Prestige Estates Projects Ltd: 2.58% 🔸Supreme Industries Ltd: 2.38% [--] Decreased Allocation - 🔸Hitachi Energy: 2.09% = 0.86% 🔸KPIT Technologies: 1.55% = 1.03% 🔸Bharti Hexacom Limited: 3.85% = 3.34% 3"
X Link 2025-09-08T13:38Z [----] followers, 16.1K engagements
"✅Construction Equipment - Incentive Scheme - Likely push of Rs. 13K CR Ministry of Heavy Industries has proposed an incentive scheme for the construction equipment sector to strengthen domestic manufacturing and reducing import dependency. The main focus will be on high-value equipment like tunnel boring machines ropeway systems backhoe loaders tower cranes crawler cranes engines and transmission. This scheme will mandate 50% domestic value addition to manufacturers to qualify for incentives. The proposed scheme aligns with the Union budget of Rs. [-----] lakh CR towards infrastructure under"
X Link 2025-09-09T07:56Z [----] followers, 21.2K engagements
"Parag Parikh Flexi Cap Fund Aug'25 Portfolio Update - No new stock addition in Aug; HDFC shares increased due to split and Cash holding 24% Increased Allocation - 🔸IEX: 0.89% 🔸EID Parry India: 0.43% 🔸Axis Bank: 2.97% 🔸Power Grid: 5.89% 🔸Kotak Mahindra Bank: 3.99% 🔸ITC Limited: 4.61% Decreased Allocation - 🔸Cipla Limited: 1.24% 🔸Maruti Suzuki India: 3.53% 🔸IPCA Laboratories: 0.03% Cash holding is still huge even after buying across the companies and decreasing allocation in Maruti and Pharma companies. @BaluGorade @Dynamicinvstr @AshishMeher7 @ThetaVegaCap Parag Parikh Flexi Cap Fund"
X Link 2025-09-10T05:08Z [----] followers, 33.4K engagements
"Helios Flexi Cap Fund Aug'25 Portfolio Update - Increased Holdings - One [--] Communications: 3.72% State Bank of India: 2.17% Syrma SGS Technology: 2.33% Ola Electric: 2.09% Delhivery Ltd: 1.96% VBL: 1.85% Top Holdings: HDFC Bank ICICI Bank Eternal Ltd Adani Ports and SEZ LTD Bajaj Finance Bharti Airtel Ltd Helios has added Hero MotoCorp Ltd in August with 1.48% allocation. @BaluGorade @Dynamicinvstr @AshishMeher7 @ThetaVegaCap Helios Flexi Cap Fund July'25 Portfolio Update New Addition - New IPOs and Housing Finance companies 🔹Ola Electric - 1.48% 🔹Oswal Pumps Ltd - 1.02% 🔹Travel Food"
X Link 2025-09-11T05:20Z [----] followers, 127.2K engagements
"JM Financial Flexi Cap Fund Aug'25 Portfolio Update ➡Increased Holdings - 🔸Blue Star Ltd: 251% 🔸Travel Food Services: 133.99% 🔸HDFC Bank Ltd: 100% 🔸VBL Ltd: 100% 🔸Amber Enterprises: 62.87% 🔸Tech Mahindra: 30.99% 🔸Trent Ltd: 27.13% 🔸Northern Arc Capital: 16.94% 🔸ICICI Bank Ltd: 15.79% 🔸State Bank of India: 12.86% 🔸TVS Motor Company: 12.18% 🔸Bharti Airtel Ltd: 11.90% 🔸Waaree Energies Ltd: 10.10% ➡Reduced Holdings - 🔸Kirloskar Oil Energies - 1.55% 🔸Equitas Small Finance - 1.16% 🔸ITC Limited - 1.24% 🔸Reliance Industries Ltd - 1.98% 🔸HPCL - 1.56% 🔸Adani Port & SEZ Ltd - 1.24%"
X Link 2025-09-12T04:55Z [----] followers, 26.5K engagements
"KPI Green Energy Ltd - FY25 Annual Report - KPI Green Energy steps into a transformative milestone of Pioneering the Next Era of Growth in Green Energy. KPI Green has emerged as a prominent leader in the renewable energy sector both in Gujarat and across India Vision - KP Groups vision to achieve [--] GW of renewable energy capacity by [----] reinforcing its position among Indias leading clean energy players in India. The company operates through 50+ group entities and has a diversified project portfolio of over [----] GW across solar wind hybrid and expanding into emerging technologies like"
X Link 2025-09-12T13:27Z [----] followers, 20.5K engagements
"HDFC Midcap Opportunities Fund Aug'25 Portfolio - 1Increased Allocations - 🔸United Spirits Limited - 0.58% 🔸Karur Vysya Bank - 1.02% 🔸Dabur India Ltd - 1.35% 🔸Marico Ltd - 2.24% 🔸Godrej Consumer Products - 0.78% 🔸Delhivery Ltd - 1.71% 🔸Balkrishna Industries - 3.59% 🔸Coromandel Industries - 1.13% [--] Reduced/Completely Exited - 🔸Solar Industries: 100% 🔸Colgate - Palmolive ( I ) Ltd. : -43% 🔸Greenlam Industries: -4% 🔸Aarti Industries: -3% HDFC Midcap's top holdings continues to be Max Financial Services Coforge Ltd AU Small Finance Fortis Healthcare and The Federal bank. MF major"
X Link 2025-09-13T03:51Z [----] followers, 14.6K engagements
"HDFC Flexi Cap Fund Aug'25 Portfolio Update - ➡Increased Allocations - Larsen & Toubro Ltd: 0.86% Infosys Ltd: 1.43% Lupin Ltd: 0.97% Cyient Ltd: 0.71% ONGC Ltd: 1% Havells India: 0.84% Swiggy Ltd: 0.60% ➡Reduced Holdings - Apollo Hospitals - 0.72% Mahindra & Mahindra Ltd - 0.34% Bosch Ltd - 1.56% Top Holdings for HDFC Flexi Cap continues to be banks SBI Life Insurance Maruti Suzuki HCL Tech Hyundai and Bharati Airtel @Dynamicinvstr @BaluGorade @ThetaVegaCap @Crazynaval @deepak4748 HDFC Flexi Cap Fund July'25 Portfolio update - Top Holdings - 🔹ICICI Bank: 9.74% 🔹HDFC Bank: 9.01% 🔹Axis"
X Link 2025-09-14T12:50Z [----] followers, 31.4K engagements
"Zaggle Prepaid Ocean Energy Q1FY26 Results Zaggle operates as a SaaS based fin-tech company with a strong focus on building financial products and solutions to manage the business expenses for corporates SMEs employees and channel partners. The company provides an omni channel by offering a combination of co-branded prepaid cards mobile applications to manage spends dashboard to manage reporting and partnerships with multiple banks insurance companies and network partners. Zaggle operates in a B2B2C model where corporates onboard employees/partners and company monetizes the transaction & VAS"
X Link 2025-09-15T14:49Z [----] followers, 26K engagements
"Tata Small Cap Fund Aug'25 Portfolio Update Increased Holding - 🔸Godrej Industries: 3.1% 🔸Sundaram Clayton Ltd: 1.86% 🔸VIP Industries: 1.72% 🔸ACME Solar Holding: 0.97% 🔸Smartworks Coworking: 0.93% 🔸Ganesha Ecosphere: 0.67% 🔸Sri Lotus Developers: 0.44% Reduced Holding/Completely Exited - 🔸Netweb Technologies: Completely Exited 🔸Rallis India: 0.16% 🔸Radico Khaitan: 0.75% 🔸Healthcare Global Enterprises: 1.94% Tata Small Cap Fund has added a new company Network People Services Technologies. Sudarshan chemicals Usha Martin and IDFC First bank continues to be the top holdings."
X Link 2025-09-16T13:59Z [----] followers, [----] engagements
"Data Center - India may become 2nd biggest Power Buyer According to S&P Global India may become the 2nd largest market for electricity demands for data centers by [----] in the APAC region and will surpass Japan and Australia. India's data center power requirement will grow 5x from [--] TWh in [----] to [--] TWh in [----] an annual growth of 28%. Already [-----] GPUs were awarded to data center companies half of which have been already installed. Fully operationalised GPUs is estimated to provide [--] TWh of additional electricity accounting for a 10% of the estimated power demand. Data Centers - A USD 7"
X Link 2025-09-18T04:51Z [----] followers, 19.2K engagements
"✅KPI Green Energy launches India's first Credit-enhanced Green Bond - Company has successfully inaugurated green bond worth Rs. [---] CR - Bond has 5-year tenure; annual coupon rate of 6.5% - Supported by 65% guarantee from GuarantCo has enabled AA+(CE) rating from both CRISIL and ICRA - Bonds will be used to expand solar wind hybrid projects across India - Projects will bring clean electricity to [------] people and businesses annually avoiding [------] tonnes of carbon emissions. - Capacity pipeline [--] GW; Target: [--] GW by [----] and has already developed [--] GW renewable capacity - Sets new benchmark"
X Link 2025-09-18T12:56Z [----] followers, 18.2K engagements
"Premier Energies Q1FY26 Concall Summary Demand Environment and Industry Dynamics = Premier Energies is purely focusing on the domestic demand with 100% order book from the Indian Market and the company has paused exports currently as the Indian demand is already consuming all capacity. = As per the Government effective from June26 every project in India have to use 100% DCR-compliant (domestically manufactured) cells and modules due to this demand for DCR modules will rise sharply and from early [----] demand will rise to [--] GW and by FY27 entire Indian market demand increase to 40-45 GW"
X Link 2025-09-20T14:03Z [----] followers, 10.1K engagements
"Anant Raj - Bharat Connect Conference Updates [--] Major Growth Driver = Residential business supported by major launches in NCR = Sustained demand across both premium and mid-income segments in residential business = Large land bank plus diversification across residential commercial and industrial assets reduces dependency = Increasing demand for luxury and mid-income housing expansion of industrial corridors and growing leasing activity in IT and SEZ assets [--] Robust FY25 Performance = REV grew by 52% on YOY to Rs. [------] CR; EBITDA margins: 43% = PAT was up by 72% driven by strong pre-sales"
X Link 2025-09-23T07:11Z [----] followers, 18.9K engagements
"Remsons Industries expanding into NCR to meet demands Additional [-----] sq feet of property within the NCR to support its expansion plans Enhance its manufacturing and operational capabilities ensuring better customer service and increased output. Guidance: Revenue - FY29 - Rs. 900-1000 CR EBITDA: 13-14% by FY29; Current - 11% Margin expansion to be driven by shift to higher value -added technology-intensive products and exports Product Mix - FY29: Value-added products - 60-70% & Commodity - 30-40%"
X Link 2025-09-23T14:29Z [----] followers, [----] engagements
"✅Government guidelines for EV Charging Network - Subsidy on Infrastructure Government has rolled out guidelines for installation of [-----] public EV charging stations across the country under PM E-drive scheme. The allocated amount for installation of public EV charging stations is Rs. [----] CR For transport hubs and public sector controlled locations the subsidy covers 80% of upstream infrastructure and 70% of EVSE cost. Battery swapping and battery charging stations are also eligible for 80% subsidy on infrastructure"
X Link 2025-09-28T05:14Z [----] followers, [----] engagements
"IREDA Q2FY26 Business Updates - The company grew its loan book by 31% on YOY to Rs. [-----] CR vs Rs. [-----] CR in Q2FY25 Sanctioned loans in Q2 were up by 86% to Rs. [-----] CR and disbursement grew by 54% on YOY. Total India's RE installed capacity is [------] GW by Aug'25 Loan book O/S break up as of 30th Jun'25 - Solar thermal/SPV: 24% - Wind: 13% - Hydropower: 11% - Manufacturing: 7% - Ethanol: 8% Government granted section 54EC tax benefit status to IREDA bonds Focus will be on company's asset quality which has seen an upward direction from past few quarters. IREDA Q1FY26 Business Updates -"
X Link 2025-10-01T15:09Z [----] followers, 17.6K engagements
"P N Gadgil Dussehra and Navratri Sales Update Company posted festive sales growth of 65% on YOY to Rs. [---] CR. Recorded highest Dussehra sales of Rs. [---] CR growth of 64% YOY. Despite increases in gold prices gold segment grew by 64% followed by diamond by 47% and silver by 133% Company also opened [--] exclusive PNG showrooms and [--] LiteStyle shop-in-shop stores in [--] days Navratri festival across Maharashtra and UP. @vishan_khadke @Dynamicinvstr @shome_rajarshi PN Gadgil Jewellers 📌 Company has finished the rapid expansion of [--] new stores across India during the Navratri Season. 📌 Total store"
X Link 2025-10-03T09:29Z [----] followers, 13.5K engagements
"Capri Global - Bharat Connect Conference Updates [--] Growth Engines - = Strong fee income stream which contributes 25-28% of total income along with insurance distribution which is expected to be double in FY26 = In-house tech center with [---] engineers and [--] data scientists enabled addition of [---] gold branches in just [--] months at a faster pace = Car loan origination generates around [---] bn in fees and co-lending contributes 18% of the book = Targeting to open [---] branches in FY26 across gold loans and MSME/housing [--] Healthy margins & Financial momentum = Loan book of Capri grew at a 50% CAGR"
X Link 2025-10-05T06:50Z [----] followers, 10.4K engagements
"Apparel Retail Companies Pace of Growth - V2 Retail - 86% Baazar Style Retail - 71% Sai Silk Kalamandir - 28% V-Mart - 22% Trent - 17% Valuations were high earlier as company was growing at faster pace but now it looks expensive due to pace of growth has come down. Now market will be thinking as per the current growth and accepting the same. Tweeted about the pace of growth of V2 Retail and Trent last quarter even people were saying to be cautious or wary of performance in V2 retail but now perceptions will be changing soon seeing the growth. 👇 Trent - 17% at a valuation of 106x - Expensive"
X Link 2025-10-06T10:04Z [----] followers, 11.9K engagements
"Motilal Oswal Midcap Fund Sep'25 Portfolio Update - Motilal Oswal keeps on betting on high PE stocks and focusing on concentrated bets. = Increased Allocation 🔹Kaynes Technology India: 11% 🔹Persistent Systems Limited: 8% 🔹KEI Industries: 6% 🔹Polycab India: 3% 🔹Bharti Hexacom Limited: 3% = Reduced Allocation 🔹Hitachi Energy: 0.86% - 0.17% 🔹Max Healthcare: 3.21% - 1.69% 🔹Trent Limited: 9.14% - 6.73% 🔹Aditya Birla Capital: 3.20% - 3.15% Motilal Oswal Midcap has completely exited KPIT Technologies & PB Fintech Limited. Their top holdings are still Dixon Technologies Coforge Limited"
X Link 2025-10-09T05:44Z [----] followers, 34.6K engagements
"Parag Parikh Flexi Cap Fund Sep'25 Portfolio Update - Parag Parikh didn't add any stock; Zydus Wellness did a stock split hence change in allocation is at the top. = Increased Allocation - 🔹Eid Parry: 13% 🔹Cipla Limited: 11% 🔹IEX Limited: 10% 🔹ITC Limited: 5% = Reduced/Exit Allocation - 🔹Maruti Suzuki: -2% 🔹IPCA Laboratories: Completely Exited = Top Holdings - 🔹HDFC Bank: 8.08% 🔹Power Grid Corporation: 5.99% 🔹Bajaj Holdings: 5.44% 🔹Coal India: 5.28% 🔹ICICI Bank: 4.75% Fund is holding cash of 25% and in Aug it was 24%. @vishan_khadke @Dynamicinvstr @BaluGorade @ThetaVegaCap"
X Link 2025-10-10T06:04Z [----] followers, 59.7K engagements
"Apollo Microsystem Q2FY26 Business Updates Company has posted a topline growth of 40% on YOY in Q2FY26; they had guided for 45-50% CAGR for next [--] years. Q2FY26 - Rs. [------] CR Q2FY25 - Rs. [------] CR Q2FY24 - Rs. [-----] CR Q2FY23 - Rs. [-----] CR Stock already gave a rally of 60% since June and currently its down by 10% from ATH. Might be possible numbers are priced in or market expected more growth numbers as stock is down by 4% today. Disclaimer: This is not a Buy/Sell recommendation. Apollo Microsystems Guidance and Capex updates - https://t.co/MfsSXg8iG3 Apollo Microsystems Guidance and"
X Link 2025-10-10T09:51Z [----] followers, 23.9K engagements
"Quant Small Cap Fund Sep'25 Portfolio Update - = Reduced Allocation - 🔹Bikaji Foods International: 2.33% 🔹Jana Small Finance Bank: 0.26% 🔹Anupam Rasyan: 0.39% 🔹One Source Specialty Pharma: 0.24% 🔹Himadri Specialty: 0.10% = New Addition - 🔹Piramal Finance: 1.66% 🔹Aptus Value Housing:0.40% 🔹Intellect Design: 0.17% = Increased Holdings - 🔹Adani Power: 2.98% 🔹Zydus Wellness: 1.41% 🔹Usha Martin: 1.68% 🔹Aster DM Healthcare: 2.42% Adani Power and Zydus Wellness holdings are increased due to stock split. Top holdings of the fund still it is Reliance Jio Financial RBL Bank and Aegis"
X Link 2025-10-11T06:15Z [----] followers, 16.3K engagements
"BLS International has been debarred by Ministry of External Affairs for participating in future tenders of MEA and Indian Mission abroad. The debarred is for [--] years. Debarred has been issued on account of allegations including court cases and complaints of applications. Though this debarment will not affect existing contracts of MEA which will be continued as per the existing terms. So which means the growth of BLS will be coming from only existing contracts and the pace at which it was growing due to acquisitions or contracts will come down. [--] years debarment is a long time. Need to track"
X Link 2025-10-11T09:34Z [----] followers, 27.8K engagements
"Helios Flexi Cap Fund Sep'25 Portfolio Update = New Companies Added 🔹Marico Ltd: 1.37% 🔹Urban Company Ltd: 0.31% 🔹Jain Resource Recycling Ltd: 0.26% = Increased Holdings 🔹Adani Ports and SEZ Ltd: 4.05% 🔹Bharti Airtel Ltd: 2.96% 🔹Bharat Electronics: 2.50% 🔹Hero MotoCorp Ltd: 2.27% 🔹NTPC Ltd: 1.26% 🔹The Indian Hotels: 1.25% 🔹Lemon Tree Hotels: 1.12% 🔹Adani Energy Solutions: 1.04% 🔹The Phoenix Mills: 0.93% 🔹Cholamandalam Investment: 0.81% 🔹Niva Bupa Health Insurance: 0.54% = Holdings Reduced - 🔹ICICI Lombard General Insurance: 0.73% 🔹Ola Electric Mobility: 1.52% 🔹Travel Food"
X Link 2025-10-12T05:54Z [----] followers, 105.5K engagements
"Andhra Pradesh - Google Investment - Data Center Plan Andhra Pradesh will sign an agreement with Google of $10 billion for a [--] GW hyperscale data center campus in Vizag. New AI hub will combine AI infrastructure data center capacity new large-scale energy sources and an expanded fibre-optic network benefitting the state poised to drive India's AI transformation This agreement will outline the India's first AI hub connected to Google's global network via resilient subsea and terrestrial systems and designed with clean-energy integration. @vishan_khadke @TrendSpark420 @Dynamicinvstr ✅Government"
X Link 2025-10-14T05:35Z [----] followers, 23.4K engagements
"JM Financial Flexi Cap Fund Sep'25 Portfolio Update ➡Increased Holdings - = Godfrey Philips 200% = Travel Food Services: 106% = Amber Enterprises India: 44% = Cohance Lifesciences: 35% = Clean Science and Technology: 14.29% = Eternal Limited: 12.59% = UltraTech Cement: 9.09% = TVS Motor Company: 5.70% = Arvind Limited: 1.23% ➡Reduced Holdings - = ITC: 0.74% = Reliance Industries: 1.37% = Larsen & Toubro: 3.05% = Bharat Heavy Electricals: 1.59% = Mrs Bector's Food Specialities: 0.88% = Devyani International: 1.40% ➡Newly Added - = CG Power & Industrial: 0.59% = Blue Jet Healthcare: 0.44% JM"
X Link 2025-10-16T14:55Z [----] followers, 24.4K engagements
"Tata Small Cap Fund Sep'25 Portfolio Update Top Holdings - = Sudarshan Chemical Industries - 5.38% = Usha Marti - 4.33% = IDFC First Bank - 3.54% = Kirloskar Pneumatic - 3.20% = Godrej Industries - 2.97% = BASF India - 2.88% = CE Info Systems - 2.62% Increased/ New Holding - = Tega Industries: 0.24% = Time Technoplast: 2.56% = Network People Services Technology: 2.55% = PCBL Chemical: 1.39% = ACME Solar Holding: 1.11% = Balrampur Chini Mills: 0.59% = Bluspring Enterprises: 0.55% Reduced/Exit Holdings - = Healthcare Global Enterprises: 1.55% = Cohance Lifesciences - Fully Exit = Radico Khaitan"
X Link 2025-10-18T15:37Z [----] followers, 24K engagements
"Epack Prefab Technologies Q2FY26 results Pre-engineered building material business with [--] business verticals - Prefab business and EPS Packaging business Topline grew by 62% YOY to Rs. [-----] CR in Q2 PAT was up by 104% to Rs. [-----] CR EPS expansion by 85% to Rs. [----] Segment Growth - = Prefab division - 81% = EPS Division - Decline by 50% H1FY26 REV 🔼36% to Rs. [------] CR EBITDA 🔼46% - Rs. [--] CR PBT 🔼60% - Rs. [--] CR PAT 🔼64% - Rs. [--] CR Strong order book of Rs. [-----] CR in H1FY26 ICRA has upgraded ratings to A+ Strong ROE and ROCE trend FY22-25 CAGR growth of 46.2% in Prefab business i.e."
X Link 2025-10-23T03:58Z [----] followers, 21.6K engagements
"Epack Prefab Technologies PPT presentation Major Growth drivers for Indian Prefab Building - = Demand in housing and infrastructure smart cities innovations like BIM 3D printing and automation = Rapid solar capacity expansion to drive Prefab growth = Sunrise sectors like Logistics and Cold storage warehouse Data centers and Energy/Healthcare Epack Prefab Technologies Q2FY26 results Pre-engineered building material business with [--] business verticals - Prefab business and EPS Packaging business Topline grew by 62% YOY to Rs. [-----] CR in Q2 PAT was up by 104% to Rs. [-----] CR EPS expansion by 85%"
X Link 2025-10-24T10:47Z [----] followers, 26.9K engagements
"Indias Critical Mineral Recycling Push under EPR is a big win for resource security & EV growth Here are listed companies set to benefit from the Rs. [----] Cr incentive scheme. 🧵 1Gravita India Ltd ♻ Global leader in lead recycling expanding into Li-ion battery recycling. ✅ Strong alignment with EPR & mineral recovery targets. 2Exide Industries Ltd 🔋Battery giant moving into Li-ion recycling for EVs. ✅Will leverage EPR mandates & incentives for tech upgrades. 3Amara Raja Energy & Mobility Ltd ⚡Diversifying into advanced battery recycling plants. ✅Positioned for EV ecosystem growth & circular"
X Link 2025-10-24T13:00Z [----] followers, 11.4K engagements
"Larsen & Toubro - Data Center capacity 6x fold - Digital Infrastructure demand L&T is planning to expand its DC capacity from 32MW to [---] MW. Developed DC in Mumbai and Chennai planning to add another [--] MW data center in Mumbai. Capital intensive business and major return will come by building the date centers and leasing them. @vishan_khadke @Sectorsignals @InvestmentVeda @TrendSpark420 Andhra Pradesh - Google Investment - Data Center Plan Andhra Pradesh will sign an agreement with Google of $10 billion for a [--] GW hyperscale data center campus in Vizag. New AI hub will combine AI"
X Link 2025-10-31T05:52Z [----] followers, [----] engagements
"🧵Transformers are the silent backbone of Indias grid expansion Indias peak power demand crossed [---] GW this year. With EVs renewables and urbanization accelerating the grid needs a massive upgrade. At the heart of it Transformers from 11kV distribution units to 765kV power behemoths. 🔌Why Transformer demand is booming Grid modernization (GEC RDSS) Renewable integration (solar/wind) EV charging infra Urban & rural electrification DISCOM reforms feeder segregation loss reduction ⚙Transformer Value Chain Core: Vilas Transcore Yash Highvoltage OEMs: TARIL Shilchar Indo Tech Bharat Bijlee EPC +"
X Link 2025-11-01T13:44Z [----] followers, 36.4K engagements
"Renewable Energy evolution and Electric Vehicle boom are the mega themes to invest for the future 🔑Investment Opportunities 🔹Solar Manufacturing: Beneficiaries of PLI schemes and ALMM mandates. 🔹Battery Storage & Smart Grids: Critical for grid stability and EV integration 🔹Biofuels & Green Methanol: Emerging as decarbonization tools for hard-to-abate sectors 🔹Green Hydrogen: Projected to attract $150 billion by [----]. Indias National Hydrogen Mission is catalyzing this space. 🔹EV OEMs: Especially those scaling in 2W and 3W segments with strong distribution and cost control 🔹Battery"
X Link 2025-11-01T18:02Z [----] followers, 27.4K engagements
"Indias Rare Earth Magnet Scheme India has launched a [----] crore scheme to build domestic rare earth magnet manufacturing capacity. 🧲 Core Objective ✅To build domestic rare earth magnet manufacturing capacity ✅To reduce China dependency which dominates 90% of global rare earth magnet supply. ✅Align with global allies for upstream feedstock ✅Enable strategic sectors: EVs renewables defense 🌎Global Players Interested India's scheme has drawn interest from upstream giants: 🔹Lynas (Australia) - mining + separation; building US facility with DoD 🔹Iluka (Australia) - $1B rare earth refinery"
X Link 2025-11-03T03:33Z [----] followers, 28.2K engagements
"V2 Retail successfully raised Rs. [---] CR through QIP at an issue price of Rs. 2134/share The issue was subscribed 2x times - reflecting strong investor confidence in the long-term growth of the company. Marquee clients like Motilal Oswal MF Malabar India Fund Edelweiss MF Helios Flexi Cap Nomura Singapore Citigroup Global Markets Mauritius etc participated in QIP. @vishan_khadke @abhibuilds"
X Link 2025-11-04T03:37Z [----] followers, [----] engagements
"Indias Solar Manufacturing to Hit [---] GW by FY27 But Whos Building It Indias solar PV module capacity is set to jump 50% by FY27from [---] GW to [---] GW. 🔋Growth Drivers towards [---] GW capacity 🔸PLI Scheme - Rs. 18.5K CR incentive for integrated solar manufacturing - from polysilicon to modules. 🔸Infra Push - RDSS PM-KUSUM and rooftop solar targets fueling demand 🔸ALMM Mandate - Only domestic modules allowed for government projects. ALMM List-II for cells kicks in June [----]. 🔸Basic Customs Duty - 25% on cells 40% on modules - tilting the scale towards domestic OEMs. ⚠Structural Challenges"
X Link 2025-11-08T17:34Z [----] followers, [----] engagements
"Skipper India Q2FY26 Financial Results - The company has posted decent results considering H2 is much better for T&D companies. Skipper has mainly [--] segments and products - = Engineering Products - Manufactures T&D structures power distribution poles and railway structures. = Infrastructure Projects - Undertakes EPC projects across Power T&D railway telecom and water sector = Polymer Products - Offers polymer pipes and fittings under its own name "Skipper" ✅Financial Performance - Q2FY26 vs Q2FY25 🔹Revenue🔼13.7% to Rs. [-------] CR 🔹EBITDA🔼16.2% to Rs. [------] CR 🔹EBITDA margins: 10.4% vs"
X Link 2025-11-09T13:41Z [----] followers, 20.7K engagements
"JM Financial Flexi Cap Fund Oct'25 Portfolio Update = New Additions - 🔸Divi's Laboratories: 1.11% 🔸Dr. Reddy's Laboratories: 0.49% 🔸LG Electronics India: 0.23% 🔸WeWork India: 0.14% = Reduced Holdings - 🔸Restaurant Brands Asia: 1.55% - 1.30% 🔸Glenmark Pharma: 0.75% - 0.62% 🔸Trent Ltd: 1.46% - 1.16% 🔸BHEL: 1.59% - 1.24% 🔸TVS Motor: 1.12% - 0.87% 🔸Mrs. Bector's Food: 0.88% - 0.60% 🔸Kaynes Technology: 1.70% - 1.16% 🔸Blue Star Ltd: 0.81% - 0.34% 🔸Schloss Bangalore: 0.81% - 0.15% = Increased Holding - 🔸SBI: 5.09% 🔸L&T Limited: 4.86% 🔸Tech Mahindra: 4.31% 🔸Bharti Airtel: 3.38% 🔸One"
X Link 2025-11-10T12:37Z [----] followers, 28.9K engagements
"V2 Retail Ltd Q2FY26 Results - Sales 🔼86% to Rs. [------] CR🔥 PAT growth - Rs. [--] CR vs loss of Rs. [--] CR in Q2FY25 EPS growth: Rs. [----] VS Rs. [-----] Reported SSSG - 23.4% YOY Normalized - 10.3% - adjusted due to Durga Puja Added [--] new stores in Q2 and [--] stores in H1. @vishan_khadke @Anvith_ @abhibuilds @ManishJais40 @Dynamicinvstr V2 Retail successfully raised Rs. [---] CR through QIP at an issue price of Rs. 2134/share The issue was subscribed 2x times - reflecting strong investor confidence in the long-term growth of the company. Marquee clients like Motilal Oswal MF Malabar India Fund"
X Link 2025-11-14T15:44Z [----] followers, [----] engagements
"Below [--] sectors are no just hot themes - but they are aligned with India's policy priorities capex cycle and global tailwinds with government push through PLI infra and export incentives coverage. 🔋EV & Batteries - Charging infra battery swapping and EV corridors are scaling up. 🛡Defence - Indias defence exports crossed [-----] crore in FY25; 75% of the budget for domestic procurement. ☀Green Energy - Solar parks wind corridors pumped hydro and RE+storage hybrids; Green hydrogen mission launched. 🚆Railways - Vande Bharat station redevelopment DFCs electrification KAVACH 🖥Semiconductors -"
X Link 2025-11-16T06:56Z [----] followers, 20.9K engagements
"Skipper India Ltd Q2FY26 Concall Updates - 🎯Guidance FY26 - = Revenue target: 25%+ growth = Margins to be around at same levels of 10-10.3% = Order book closing Rs. 9000-Rs. [-----] CR = Polymer business - Aspire to reach Rs. [---] CR in FY26 = Current capacity utilization 85%; Expects to achieve the capacity of [------] MTPA by FY28 Concall Summary - = Management has maintained their revenue guidance of growth at 25% in FY26 and to reach around Rs. [----] CR of topline. They have asserted that typically H1 contributes 40% and H2 60% in the topline growth of the company. = Company is expecting to"
X Link 2025-11-16T16:07Z [----] followers, 14.5K engagements
"Indias Defence Powerhouses: Visualizing the Next Decade of Strategic Growth Indias defence sector is entering a golden era with a projected 14%+ CAGR through [----] driven by massive capex policy reforms and private sector acceleration. 💰Capex Surge & Reform Momentum ✅1.8 lakh crore allocated for FY26; 50% already deployed ✅Defence Procurement Manual [----] fast-tracking modernization ✅Focus: AI drones hypersonics nuclear naval vessels space tech 📈Private Sector Acceleration ✅3 lakh crore domestic production + $45B export target by [----] ✅Defence Corridors in UP & TN catalyzing MSME-OEM"
X Link 2025-11-17T06:15Z [----] followers, 17.8K engagements
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