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@satyam_sa16
"7 🏦 Branch & Product Blitz: Gold Loans: XX branches XXX by Mar 2026 Consumer Durables: 3000 dealers signed 12000 target CV Loans Education Loans scaling rapidly Strong Tier 2/3 push #GrowthPlans"
@satyam_sa16 on X 2025-07-26 09:15:24 UTC XXX followers, XX engagements
"5 📉 CDSL Ventures: Revenue: XX Cr ( vs XX Cr YoY) PAT: XXXX Cr ( vs XXXX Cr YoY) sharp drop flagged" @satyam_sa16 on X 2025-07-28 17:52:15 UTC XXX followers, XX engagements
"1 🧵 Mphasis Q1 FY26 AI Large Deals & Record TCV 🚀🤖 A strong start for Mphasis with record deal wins AI-led growth and a healthy outlook despite EMEA hiccups. Key numbers & strategy breakdown 👇 #Mphasis #GenAI #ITStocks" @satyam_sa16 on X 2025-07-26 09:59:24 UTC XXX followers, XX engagements
"5 Guidance 🚦 Overall assets to grow XX% FY26. Secured assets to grow 35-40% 12-13% by H1. Unsecured book stabilises by H1 zero growth. Deposit growth target: XX% KASA up to XX% FY26. NIM recovery: Q2 NIM back X% 7.2-7.3% for FY26" @satyam_sa16 on X 2025-07-23 04:52:05 UTC XXX followers, XX engagements
"9 🌿 Sustainability & CSR: Recognized for water conservation (Jal Samrudi) & women empowerment. X new CSR awards add credibility to long-term ESG positioning. #Sustainability" @satyam_sa16 on X 2025-07-26 09:50:19 UTC XXX followers, XX engagements
"8 Capex & Pipeline 🚀 Q1 Capex: XX Cr FY26 guide: XXX Cr. New oral liquid plant at Titur to serve emerging markets. Existing capacity covers US generics needs expansion capex focused on branded & emerging" @satyam_sa16 on X 2025-07-28 18:19:33 UTC XXX followers, X engagements
"1 🔵 SBI Life Q1 FY26: Strong start to the year leadership intact margins up protection business growing fast. XX years old & still compounding Breakdown 🧵 #SBILife #Insurance #LifeInsurance" @satyam_sa16 on X 2025-07-25 11:38:06 UTC XXX followers, XX engagements
"4 💰 Margins & Costs: EBITDA margin stable at XXXX% (guidance: 4045%) Q1 expense up XXXX% YoY (payroll increments + tech spend) PAT margin steady at XXXX% Strong cost control + big tech bets = future leverage" @satyam_sa16 on X 2025-07-26 06:58:24 UTC XXX followers, XX engagements
"4 US Generics Firing 📈 US sales: XXX Cr +36% YoY. Momentum driven by X launches in H2 FY25 + X new launch this Q. 2-3 more launches lined up for FY26 XX ANDAs to be filed" @satyam_sa16 on X 2025-07-28 18:19:31 UTC XXX followers, X engagements
"6 💰 Guidance: FY26 rev: 5400cr FY27 rev: 7600cr PAT margin: 4.254.5% by FY27 EBITDA margin: 6.26.3% Working capital: 5255 days by FY27 Net cash flow positive by Mar 2027" @satyam_sa16 on X 2025-07-26 07:15:00 UTC XXX followers, XX engagements
"3 India Biz Beats Market India sales: XXX Cr +16% YoY. Outpaced IPM by XX% (Ajanta XX% vs IPM X% growth). X new launches including a first-time-in-country molecule" @satyam_sa16 on X 2025-07-28 18:19:30 UTC XXX followers, X engagements
"7 FY26 Outlook 🎯 🚀 Guidance: XX% revenue growth XX% EBITDA margin in medium term. Q3 festive season = biggest quarter for ad spends. Mgmt confident on beating FY26 expectations" @satyam_sa16 on X 2025-07-28 18:03:43 UTC XXX followers, X engagements
"2 Headline Numbers 🧾 📈 Revenue: XXX Cr Highest-ever Q1 YoY Growth: +12% 🥛 Core Dairy: Cheese ghee & paneer: +9% vol +14% value XX% of sales 💪 Gross Margins: XXXX% (up from XXXX% Q-o-Q) 💵 EBITDA Margin: XXX% (aim: double digits soon)" @satyam_sa16 on X 2025-07-23 05:01:26 UTC XXX followers, XX engagements
"11 ⚙ Investor Lens: Not chasing reckless growth. Focus: disciplined book resilient margins sharper risk controls. Mid-20s ROE not this year but groundwork laid for quality growth cycle" @satyam_sa16 on X 2025-07-26 07:08:05 UTC XXX followers, XX engagements
"2 💰 Record Sales: Highest-ever real estate sales: 2078.8 cr Volume sold: XXXX mn sq ft Average realization: 14395/sq ft Total income: XXX cr Sobha is selling more than ever. 🏗" @satyam_sa16 on X 2025-07-27 16:15:58 UTC XXX followers, X engagements
"1 🧵 Filatex India Q1 FY26 Holding steady betting big on Capex & Recycling Domestic solid ✅ exports pressured ⚠. 700cr+ Capex pipeline margin expansion in sight. Dive in: 👇 #FilatexIndia #Polyester #Q1Results #Capex #Recycling" @satyam_sa16 on X 2025-07-26 06:50:40 UTC XXX followers, XX engagements
"12/ 📡 Capex & expansion: 🚀 Tripling sales team in US/EU 🤝 Hunting XX M&A targets at any point 🤖 Heavy AI IP investments 🔗 Partnerships: DataBricks Builder Vortex Microsoft Salesforce ServiceNow" @satyam_sa16 on X 2025-07-24 03:02:24 UTC XXX followers, XX engagements
"2 💼 Balance Sheet Strength: Total balance sheet: XXX lakh crores (+18% YoY) Customer deposits: XXXX lakh crores (+26% YoY) CASA ratio: XX% CASA deposits: +30% YoY Deposit engine = 🔥" @satyam_sa16 on X 2025-07-27 16:06:20 UTC XXX followers, XX engagements
"5 💡 Product mix shift: Guaranteed non-par savings: XX% of individual AP ULIP new biz: 2740 cr XX% of individual new biz Strong persistency: 13th month: XXXX% (+58 bps) 61st month: XXXX% (+501 bps)" @satyam_sa16 on X 2025-07-25 11:38:09 UTC XXX followers, XX engagements
"6 📈 Guidance FY26: Revenue growth: +15% EBITDA margin: 1518% Gross margin: XXXX% Pricing improving slowly forex tailwinds steady" @satyam_sa16 on X 2025-07-26 07:35:25 UTC XXX followers, XX engagements
"💼 SMC Global Q1 FY26 Pivot mode: tech bets NBFC stress motor drag SaaS twist. Markets in flux but SMCs roadmap is layered: full-service + discount broking + financing + insurance. Heres the crisp 10-point pulse #SMCGlobal #EarningsCall #Q1FY26 #IndiaMarkets" @satyam_sa16 on X 2025-07-28 18:14:01 UTC XXX followers, XX engagements
"8 📢 New Initiatives: ✅ my reform app: proxy advisory feature ✅ Investor education site in XX languages ✅ Insurance repo: steady growth XX lakh e-insurance accounts" @satyam_sa16 on X 2025-07-28 17:52:17 UTC XXX followers, XX engagements
"1 🧵 SBI Cards Q1 FY26 Quality Over Quantity 🏦💳 Growth trimmed PAT dips YoY but stable NPAs & digital push show disciplined execution. Heres what matters from Indias #2 credit card issuer 👇 #SBICards #Q1Results #Banking #Fintech" @satyam_sa16 on X 2025-07-26 07:07:57 UTC XXX followers, XXX engagements
"1 ⚡ CG Power Q1 FY26: All-time high revenue record orders & bullish outlook Big bets on power systems semiconductors & capacity ramp-up heres your decode 🧵 #EarningsCall #IndianMarkets #PowerSector #Q1Results" @satyam_sa16 on X 2025-07-25 10:40:00 UTC XXX followers, XX engagements
"9 Competitive Edge ⚡ Outperforming IPM in India & IQVIA in Brazil. Germany: 5th largest generic player (6% share). Semaglutide push well-timed as Ozempic/Wegovy market shifts" @satyam_sa16 on X 2025-07-28 18:07:41 UTC XXX followers, XX engagements
"4 💼 Management tone: Cautious optimism. Global risks persist but order book strong plants will run full in H2. Focus: R&D niche products new blocks to scale. #TatwaChintan #Q1Results" @satyam_sa16 on X 2025-07-25 10:20:13 UTC XXX followers, XX engagements
"🔟 ⚠ Watchlist: BAGIC underwriting loss higher costs for preferred segments. Bajaj Markets topline dip digital journey tweak. Slight GNPA uptick still best-in-class. BALIC persistency dips explained by tax season base" @satyam_sa16 on X 2025-07-26 06:27:23 UTC XXX followers, XX engagements
"🏦 Bandhan Bank: Cautious today optimistic for tomorrow. Q1 FY26 saw continued EV stress resilient secured growth & clear H2 recovery plans. Key takeaways for investors 👇 #BandhanBank #Q1FY26 #Microfinance #Banking" @satyam_sa16 on X 2025-07-19 12:53:15 UTC XXX followers, XXX engagements
"11 🌱 Whats next: Protection push continues new child plans high-ticket protection Money-back plan in pipeline Further align bank channel towards non-par/protection Strong push for rural + semi-urban via branches & agents" @satyam_sa16 on X 2025-07-25 11:38:13 UTC XXX followers, XX engagements
"3 🧩 Segments: Regulated Markets (US): XXX cr (+69% YoY +40% QoQ) Margin: XXXX% Emerging Markets: XX cr (+32% YoY) Margin: XXX% Domestic Generics: X cr (4x YoY) Run rate: XXX cr/month" @satyam_sa16 on X 2025-07-25 11:41:32 UTC XXX followers, XX engagements
"1 Revenue & Profit Surge ⚡ 💰 Revenue at XXX Cr up XX% YoY. 📈 EBITDA at XXX Cr +76% YoY margin a hefty 91%. PAT rose to XXX Cr all driven by capacity ramp-up" @satyam_sa16 on X 2025-07-28 18:00:05 UTC XXX followers, X engagements
"7 Margins In Check 🧾 EBITDA: XXX Cr +6% YoY. EBITDA margin: XX% steady despite higher expenses for new therapies & MR expansion. FY26 margin guide: XX% +/-1% FY27: margin expansion expected" @satyam_sa16 on X 2025-07-28 18:19:33 UTC XXX followers, X engagements
"1 💊 Senores Pharma Q1 FY26: XX% YoY revenue growth XX% PAT surge clear roadmap for XX% topline and XXX% profit growth this year. US strategy & CDMO scale-up in focus. Full breakdown 🧵 #SenoresPharma #Pharma #Earnings" @satyam_sa16 on X 2025-07-25 11:41:31 UTC XXX followers, XXX engagements
"6 🌍 Big Picture: Global CRDMO mkt: Huge runway Syngenes share tiny China+1 tailwind for India Small molecule (Mangalore) + large molecule (Unit X + Bayview) strategy balanced growth" @satyam_sa16 on X 2025-07-27 17:04:28 UTC XXX followers, XX engagements
"4 Diverse Revenue Mix 🌏 India & Emerging Markets: XXXX% of revenue up XX% YoY. Developed Markets: XXXX% up XX% YoY. India standalone growth: +21.9% YoY" @satyam_sa16 on X 2025-07-28 18:03:40 UTC XXX followers, X engagements
"1 🧵 V-Mart Retail Q1 FY26 Steady Footing Cautious Optimism 🛍 Indias tier 2/3 retail story stays alive heres what you should know from the earnings call: #VMart #Retail #Q1Results" @satyam_sa16 on X 2025-07-26 07:20:37 UTC XXX followers, XX engagements
"12 🔗 Verdict: STL is pivoting to lead the AI-era fibre race. Execution new tech ramp-up & global positioning will decide next leg. Cautious optimism solid foundation laid. More such deep dives 👉 #SterliteTech #EquityResearch #InfraStocks" @satyam_sa16 on X 2025-07-26 07:11:06 UTC XXX followers, XX engagements
"3 Cash Machine OCF/EBITDA LTM at XX% beating the XX% internal target. DSO fell to XX days from XX. Solid balance sheet funding new bets" @satyam_sa16 on X 2025-07-28 18:49:37 UTC XXX followers, XX engagements
"4 ⚡ Managements macro view: Tailwinds ✅ Good monsoon ☔ No tax up to XX lakh 💸 Repo cuts & liquidity Falling inflation Headwinds ⚠ Weak income & urban jobs Cost-cutting by banks IT Stressed urban demand Global educated unemployment" @satyam_sa16 on X 2025-07-27 16:19:13 UTC XXX followers, X engagements
"7 🔑 Drivers: ✅ Awards for zero-defect supplies (Toyota Honda) ✅ Strong order wins content per vehicle rising ✅ Localization: 7879% ✅ Railways wind energy agri tractors seeing good traction #CompetitiveEdge" @satyam_sa16 on X 2025-07-26 09:50:17 UTC XXX followers, XX engagements
"1 Revenue & Profit Growth 📈 💰 Revenue: 3178 Cr up XX% YoY 💪 EBITDA: 1032 Cr +14% YoY Adjusted operating margin: XXXX% steady despite XX Cr one-off cost" @satyam_sa16 on X 2025-07-28 18:07:34 UTC XXX followers, XX engagements
"7 Strategic Levers ⚙ 📈 MR expansion fuels chronic & new product reach. 💊 Semaglutide: Phase X in India first-wave generics in Brazil. JB Pharma buy adds 2100 MRs filings on track" @satyam_sa16 on X 2025-07-28 18:07:39 UTC XXX followers, XX engagements
"9 👋 People Update: CFO Ms. Subhra Gourisaria exits for a bigger Tata Group role handled smoothly. New leadership transition in progress. #Leadership" @satyam_sa16 on X 2025-07-26 17:49:18 UTC XXX followers, XX engagements
"8 Guidance On Table 🔮 FY26: Topline growth: 1012% Bottomline: +1520% Broking to rebound H2. NBFC GNPA to normalise. Mutual fund & StocksCart to scale up" @satyam_sa16 on X 2025-07-28 18:14:06 UTC XXX followers, X engagements
"💬 Management says: Absolutely very confident of achieving 1600 Cr annual sales this year. Well placed for the next growth cycle with a robust launch pipeline and disciplined financials" @satyam_sa16 on X 2025-07-24 17:28:55 UTC XXX followers, XX engagements
"7 🧭 Guidance Ahead: NIM may dip Q2 but expected at XXX% by Q4 FY26 Credit cost: XXXXX% FY26 Cost-to-income: Easing to XX% by FY27 MFI book: Bottom at 7500 cr then steady growth" @satyam_sa16 on X 2025-07-27 16:06:24 UTC XXX followers, XX engagements
"4 Why Exports Are Booming 🌍 👉 Long-term ties with EU OEMs 👉 China plus one tailwind tariffs anti-dumping duties benefiting Indian coated steel 👉 Strategic hedging = XXX Cr forex gain this quarter 👉 Port proximity keeps export costs low" @satyam_sa16 on X 2025-07-24 07:28:26 UTC XXX followers, XX engagements
"3 Balance Sheet Discipline 📊 Net operational debt to EBITDA at 4.2x well inside guidance. Net debt to net worth at 1.7x. DSO dropped to XX days thanks to XX% central off-takers smoother cash flows" @satyam_sa16 on X 2025-07-28 18:00:06 UTC XXX followers, X engagements
"🔟 ✅ Investor Takeaway: No big red flags. Strong Q1 margin rebound robust distribution ramp and long-term bets like Nepal frozen and bakery. Festive Q2 + strong brand = solid runway. 🔗 More concalls: #Snacks #FMCG #Earnings #Investing" @satyam_sa16 on X 2025-07-26 06:32:30 UTC XXX followers, XX engagements
"3 ✅ Strong execution: Highest ever quarterly sales & profit EBITDA per tonne: 7800 (8600 ex-sponge iron) PAT margin: 6%+ Capacity utilisation improved in key divisions" @satyam_sa16 on X 2025-07-27 16:25:06 UTC XXX followers, X engagements
"9 🎁 Shareholder move: Board okays 1:5 bonus issue confidence signal. CAR healthy at XXXXX% enough growth ammo" @satyam_sa16 on X 2025-07-27 17:16:26 UTC XXX followers, XX engagements
"7 Balance Sheet & Cash 💵 Net cash: 1408 Cr (Includes QIP funds; 1000 Cr left for Sanand) Borrowings: XXX Cr (mostly channel finance) Acceptances: XXX Cr Debt manageable vs expansion needs" @satyam_sa16 on X 2025-07-24 07:02:34 UTC XXX followers, XX engagements
"4 Forex Hit ⚠ 📉 Booked a XX Cr forex loss (Euro-USD). Mgmt expects this to reverse not operational drag" @satyam_sa16 on X 2025-07-28 18:07:36 UTC XXX followers, XX engagements
"11 ✅ Verdict: Clear execution market share grab global push new products. Yield hit baked in. Big watch: Ascent synergy K business monetisation & tech rollout. KFin = Compounding mode. 🔗 More concalls here #KFin #Fintech #IndiaGrowth #MutualFunds" @satyam_sa16 on X 2025-07-26 06:58:29 UTC XXX followers, XX engagements
"🔟 📌 Big Picture: Tata Chemicals is playing defence not offence. Focus = cost cuts sweat assets balance sheet discipline. FY26 steady 600cr EBITDA bump if all goes well. Long-term upside = market re-balance & low-cost expansions. 🔗More deep-dive earnings calls: #TataChemicals #Investing #ChemicalIndustry #IndiaInc #LongTerm" @satyam_sa16 on X 2025-07-26 09:08:01 UTC XXX followers, XXX engagements
"4 📚 Bookings & Clients: TCV: $880M new bookings $337M ACV from new: $211.8M Top X clients: +22.8% YoY Europe: +37.5% YoY 🚀 BFSI: +30.7% YoY clear growth engine" @satyam_sa16 on X 2025-07-26 06:24:15 UTC XXX followers, XX engagements
"8 Risks & Challenges ⚠ Soft PV & CV pricing = margin stress Rural cash flow volatility esp. in Q2 historically tricky for slippages Intense competition banks squeezing pricing in fleet/vehicle segments" @satyam_sa16 on X 2025-07-23 04:54:46 UTC XXX followers, XX engagements
"6 Expansion Plans 📌 🏰 Mumbai BKC: Landmark 250-key hotel with Brookfield JV land at 20-25% discount. 🏰 Udaipur: Adding XX keys new banquet space live in 18-24 months. 📊 Pipeline: XXX keys signed via HMA in Sikkim & Mumbai" @satyam_sa16 on X 2025-07-23 05:06:06 UTC XXX followers, XX engagements
"9 Risks To Watch ⚠ Regulatory tightening short-term F&O impact NBFC secured book stress recovery key Motor insurance drag Heavy competition from Zerodha/Groww" @satyam_sa16 on X 2025-07-28 18:14:07 UTC XXX followers, X engagements
"3 🧪 Segments Q1 FY26: PTC: XXXX Cr (-17% QoQ +9% YoY) SDA: XXXX Cr (+14% QoQ +13% YoY) PSC: XXXX Cr (+32% QoQ +11% YoY) Electrolytes: XXX Cr (+32% QoQ) More demand up ahead 👇" @satyam_sa16 on X 2025-07-25 10:20:12 UTC XXX followers, XX engagements
"3 🔍 Whats working: Drip irrigation & tissue culture expanding Solar pumps big boost (Kusum Yojana) Exports strong: XX cr XXX cr Shift to cash-in-advance model for new regions paying off" @satyam_sa16 on X 2025-07-27 17:13:23 UTC XXX followers, XX engagements
"🔟 ✅ Takeaway: PCL is executing well: record profit margin lift robust balance sheet clear roadmap to expand lead copper and high-margin products. Regulatory tailwinds add an edge. #Metals #Smallcap" @satyam_sa16 on X 2025-07-26 07:56:49 UTC XXX followers, XX engagements
"💡 LTIMindtree Q1 FY26: New CEO same momentum. Revenue up margins expanding largest deal win ever AI pivot big order book and solid execution in a tricky macro. Heres what you need to know 👇 #LTIMindtree #ITservices #AI #Earnings" @satyam_sa16 on X 2025-07-19 13:03:29 UTC XXX followers, XX engagements
"💊 Torrent Pharma Q1 FY26 Solid branded play steady margins growth engines firing India & Brazil deliver double-digit growth. Germany disruption persists but outlook stays strong. XX crisp points #TorrentPharma #EarningsCall #Q1Results #IndianMarkets" @satyam_sa16 on X 2025-07-28 18:07:33 UTC XXX followers, XXX engagements
"5 🏭 Strategic Moves: New US factory up & running local supply tariff hedge Next-gen launches: Multi-core fibre (4-7x capacity) Data centre solutions portfolio live 740+ patents; green hydrogen pilot on track" @satyam_sa16 on X 2025-07-26 07:10:59 UTC XXX followers, XX engagements
"6 🏭 Capacity & Capex: 5th plant at Chhatra launched for clutch & drivetrain Overall capacity utilization: healthy (1000cr/year) #MakeInIndia" @satyam_sa16 on X 2025-07-26 09:50:17 UTC XXX followers, XX engagements
"9 Investor Confidence Checks ✅ ✔ Capitalisation strong post rights issue no near-term fund raise ✔ Fee income sustainable with growth headroom ✔ Write-offs stable as % of book ✔ CV degrowth strategic margin-protecting choice" @satyam_sa16 on X 2025-07-23 04:54:47 UTC XXX followers, XX engagements
"5 🏠 Strategic Focus: Avoid metros Wall Street & Dal Street are eating real streets lunch in cities Focus: MSMEs + gold loans in small towns Gold = yield booster + low credit risk MSME book = services heavy minimal manufacturing exposure" @satyam_sa16 on X 2025-07-27 16:19:13 UTC XXX followers, XX engagements
"7 NIM: XXXX% vs XXX% down due to faster rate cut pass-through. NIM Guidance: Revised down to 3.65%3.70% FY26" @satyam_sa16 on X 2025-07-28 17:42:58 UTC XXX followers, XX engagements
"1 Dixon Technologies Q1 FY26 🧵 🔥 Blowout Q1 Revenue up XX% YoY PAT doubled margins strong. China+1 massive backward integration huge export push. Is Indias EMS king getting bigger & stronger Lets break it down: #DixonTech" @satyam_sa16 on X 2025-07-23 03:31:08 UTC XXX followers, XX engagements
"5 🔮 Outlook FY26: EBITDA margin X% avg (8% target by 2030) Lead volume aim: 120000 tons Copper to scale 650-700cr potential revenue at peak Aluminium: Q2 FY26 numbers expected 30%+ revenue growth possible #Guidance" @satyam_sa16 on X 2025-07-26 07:56:46 UTC XXX followers, XX engagements
"2 Margins Hold EBITDA at XXXX% inside the 17.117.4% range. XXX bps ops improvement offset by currency (-35 bps) & one-offs (-15 bps). EPS grew faster than EBITDA at +19.4% YoY" @satyam_sa16 on X 2025-07-28 18:49:37 UTC XXX followers, X engagements
"2 Big Operational Scale 🏗 Total operational portfolio: 2890 MW targeting annual steady-state EBITDA of 2250 Cr. Q1 generation: XXX Cr units up XXX% YoY. CUF improved to XXXX% with Rajasthan at a stellar 30.3%" @satyam_sa16 on X 2025-07-28 18:00:06 UTC XXX followers, X engagements
"2 Branded Powerhouse 🏷 Branded markets contribute XX% of revenue. India: 1811 Cr +11% YoY Chronic biz grew XX% vs IPM at 9%. Brazil: +16% YoY in CC. These X engines drive robust base growth" @satyam_sa16 on X 2025-07-28 18:07:34 UTC XXX followers, XX engagements
"🔟 ✅ Investor Angle: Filatex is planting seeds for FY27. Q1 steady despite margin headwinds. 700cr+ capex big bets on scale circularity & cost wins. Execution & RM price curve are the key watch. Long-term lens only. 🔗 More concalls: #Filatex #IndiaManufacturing #SustainableTextiles #CapexPlay" @satyam_sa16 on X 2025-07-26 06:50:46 UTC XXX followers, XX engagements
"9 🏦 Network & Capex: XXX branches (added XX in Q1) XXX offer gold loans yield advantage 550+ collection staff stronger recovery infra Gold + MSME in same branch scale benefits" @satyam_sa16 on X 2025-07-27 16:19:17 UTC XXX followers, XX engagements
"1 🍿 Bikaji Foods Q1 FY26 Margin comeback + distribution blitz XX% growth best gross margins in quarters Nepal JV millet snacksheres the snack leaders update 🧵 #Bikaji #Q1Results #FMCG #IndiaStocks" @satyam_sa16 on X 2025-07-26 06:32:24 UTC XXX followers, XX engagements
"6 📚 Balance Sheet First: Capital adequacy: XXXX% Tangible net worth: 3039 cr ROE improving: XXXXX% vs XXXX% last year ROA: XXX% may compress slightly as leverage moves from 3x to 4x" @satyam_sa16 on X 2025-07-27 16:19:14 UTC XXX followers, X engagements
"5 🛡 Secured Lending Focus: Secured mix now XX% of AUM vs XX% a year ago. MSME book: 6370% secured. Risk-first DNA Bank-like credit cost in core products. #RiskManagement" @satyam_sa16 on X 2025-07-26 09:15:22 UTC XXX followers, XX engagements
"5 📜 Registrations: Total: 2981 products New apps pending: 1021 Europe: 1660 NAFTA: XXX LATAM: 760" @satyam_sa16 on X 2025-07-26 07:35:24 UTC XXX followers, XX engagements
"7 ⚙ Capex & Tech: Continuous investments in tech infra security applications. Hiring across IT ops risk biz verticals" @satyam_sa16 on X 2025-07-28 17:52:16 UTC XXX followers, XX engagements
"5 Radiology Driving ARP Radiology now XX% of revenue lifting average ticket size. Wellness share up to XXXX% test mix tailwind for gross margins" @satyam_sa16 on X 2025-07-28 18:41:08 UTC XXX followers, XX engagements
"3 📊 Q1 FY26 Key Numbers: Revenue: $389.7M (+3.9% QoQ +18.8% YoY) CC growth: +3.3% QoQ EBIT margin: XXXX% (+150 bps YoY) PAT: 4250M (+39% YoY) EPS: XXXX (+36.5% YoY) 21st straight QoQ growth 💪" @satyam_sa16 on X 2025-07-26 06:24:15 UTC XXX followers, XX engagements
"4 🎯 FY26 Guidance: XX% revenue growth 600650 cr PAT to double vs FY25 Regulated markets: 6070% mix US: XXX cr target incl. XXX cr CDMO 1516 new ANDA launches (H2 heavy)" @satyam_sa16 on X 2025-07-25 11:41:33 UTC XXX followers, XX engagements
"🔟 💬 Key investor takeaway: SBFC is openly cautious about MSME stress but confident in: Balance sheet strength Higher provisions Tightened underwriting Small-town & gold loan push Building antifragile profits with protection. 🔑 🔗 More concalls: #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-27 16:19:17 UTC XXX followers, XX engagements
"12 Baazar Style Retail Ltd. XX Bajel Projects Ltd. XX Capri Global Capital Ltd. XX Central Bank Of India XX Clean Science And Technology Ltd. XX Deepak Fertilisers And Petrochemicals XX Dodla Dairy Ltd. XX Dr. Lal Pathlabs Ltd. XX E.I.D. - Parry (India) Ltd. XX E2E Networks Ltd. XX Engineers India Ltd. XX Eureka Forbes Ltd. XX FDC Ltd. XX Fiem Industries Ltd. XX GMM Pfaudler Ltd. XX Heritage Foods Ltd. XX Home First Finance Company India Ltd" @satyam_sa16 on X 2025-07-19 13:55:02 UTC XXX followers, XXX engagements
"2 Key Q1 Highlights 💡 💰 Private Equity: Closed a 1250 Cr PE deal in Ivan Realty JV. 🏙 Revenue: No big hits yet from XXX best expect recognition in Q2. 💵 OCF: Slightly soft due to upfront land + premiums business always positive says mgmt" @satyam_sa16 on X 2025-07-23 05:11:02 UTC XXX followers, XX engagements
"3 Big Target Ahead 🎯 🚀 MRR exit March FY26: 3238 Cr Thats 2.53x current MRR in X months. Key: ramping up Chennai GPU capacity & large cluster deals. India AI Mission could add more tailwind but financial impact is still unclear for FY26. #AI #GPU" @satyam_sa16 on X 2025-07-23 03:16:39 UTC XXX followers, XXX engagements
"Strategic Focus: 🔑 Strong execution Consistent collections Prudent debt reduction 🧩 Focused mix: Mid-income & luxury outperform while affordable remains policy-dependent ⚖ Regulatory clearances (Vadala CRZ Kanjurmarg SC hearing) are key near-term monitorables 💡 Master planning Vadala demerged land for future value unlocking" @satyam_sa16 on X 2025-07-24 17:28:54 UTC XXX followers, XX engagements
"8 📈 Strategic Moves: New launches: Tata Neu SBI Card Apollo SBI Card Co-brand push: MoU with Bank of Maharashtra RuPay cards riding UPI rails higher spend/user offsets lower interchange" @satyam_sa16 on X 2025-07-26 07:08:02 UTC XXX followers, XX engagements
"7 🌏 Global Ambitions: Ascent acquisition: India approvals done rest pending. Core play: Displace legacy global fund admins cheaper faster tech. International & alternatives = next growth legs" @satyam_sa16 on X 2025-07-26 06:58:26 UTC XXX followers, XX engagements
"1 🚀 Sambh Steel Tubes Q1 FY26 Aggressive growth mode ON. Strong IPO debut record revenue stainless steel bet & big expansion all you need to know: #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-27 16:25:04 UTC XXX followers, XX engagements
"5 💸 Debt & Cash: Net Debt/AUM: XXXX% Average cost of debt: XXXX% (84% fixed rate) Interest coverage: 1.85x Reserves: XXX cr XXX quarters of DPU covered. Balance sheet strength ✅" @satyam_sa16 on X 2025-07-27 16:11:10 UTC XXX followers, XX engagements
"🔟 💪 Key takeaway: Sambh is scaling fast with: Strong margins Debt-light balance sheet Clear expansion roadmap Stainless steel as the next big bet Indias steel & pipe story just got a new player to watch 🏗🔥 🔗 More concalls: #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-27 16:25:11 UTC XXX followers, XX engagements
"📌 XXX One Wam Q1 Solid top-line record profit sharp on growth levers. Short-term attrition pains but BNK & UBS lift scale & reach. Indias wealth wave remains the core moat. 🔗 For more: #360OneWam #Q1FY26 #Finance" @satyam_sa16 on X 2025-07-20 12:22:40 UTC XXX followers, XXX engagements
"5 Revised Guidance: Playing it Safe 🔽 FY26 AUM Growth: Now 21-23% vs earlier 24-26% 🔽 NIM: Likely to moderate by 15-20 bps 🔄 ROA: 2-2.2% 🔄 ROE: 11-12% (capital overhang) 📅 Return to 24-26% AUM growth expected by Q3 FY26" @satyam_sa16 on X 2025-07-24 02:39:25 UTC XXX followers, XX engagements
"1 🏖 Mahindra Holidays Q1 FY26: Strong quarter for India biz. Cash flows up profits surge but Europe drags a bit. Lets break it down 🧵 #MahindraHolidays #ClubMahindra #Q1FY26" @satyam_sa16 on X 2025-07-25 11:02:46 UTC XXX followers, XX engagements
"9 🌍 Edge in Recycling: Recycled fibre sells at 4550/kg premium vs virgin. Filatex confident after pilot trials. Other peers (Esther Carbios Loop) still grappling. Working on long-term offtake deals" @satyam_sa16 on X 2025-07-26 06:50:46 UTC XXX followers, XXX engagements
"4 🌟 Management confident: Leverage IPO success XXX cr raised for debt repayment & expansion Focus: single-location backward-integrated plant in Chhattisgarh raw material advantage + captive power" @satyam_sa16 on X 2025-07-27 16:25:06 UTC XXX followers, XX engagements
"5 🌎 How Vardhman stays resilient: Geographical diversification (UK/EU/Japan/SA/Egypt/Aus/India) acts as buffer New synthetic fabric line & Reova recycling plant operational Expanded capacity in Milan running Fabric expansion to kick in from Q3 FY26" @satyam_sa16 on X 2025-07-27 16:32:06 UTC XXX followers, X engagements
"2 💬 Management Mood: Chairman & CFO: Cautious optimism. Domestic demand steady despite global choppiness. Export margin hit by costly RM + Chinese dumping. Big push on capacity recycling energy savings to lift margins" @satyam_sa16 on X 2025-07-26 06:50:40 UTC XXX followers, XX engagements
"12 ✅ Takeaway: SBI Life = steady compounding + smart product mix + unbeatable distribution. VNB margin expanding. Solvency robust. Focus: growth with trust. A top pick for long-term insurance sector investors 🔗 More earnings: #SBILife #Insurance #IndiaInvesting" @satyam_sa16 on X 2025-07-25 11:38:13 UTC XXX followers, XX engagements
"5 Asia Branded Steady Africa Flat 🌏 Asia branded: XXX Cr +10% YoY XX new launches. Africa branded: XXX Cr -X% YoY high base impact X new launches. Anti-malarial institutional biz: XX Cr -X% YoY" @satyam_sa16 on X 2025-07-28 18:19:31 UTC XXX followers, X engagements
"🔟 🔗 Full details + concall takeaways 👉 Bottom line: Mahindra Holidays is shifting gears profit focus asset-light growth richer customer experience. Long game ON. #Travel #Investing" @satyam_sa16 on X 2025-07-25 11:02:53 UTC XXX followers, XX engagements
"🔟 The Big Picture: Scale Efficiency Focus 🎯 ✅ Sole focus: Wires & cables ✅ No near-term buybacks/dividends cash = capex fuel ✅ History of conservative guidance consistent outperformance ✅ Logistics savings ahead (Sanand port proximity) ✅ Exports to diversify base beyond India 🔗 Stay ahead. Follow all earnings insights 👉 #Infra #Exports #Cables #IndiaManufacturing" @satyam_sa16 on X 2025-07-24 07:02:36 UTC XXX followers, XX engagements
"6 MFI Stress Easing 🤞 Q2 stress to decline. Q3 significant drop in new MFI NPAs. Collection efficiencies improving: April XXXX% May XXXX% June 98.7%. Buffer: Accelerated provisions protect key metrics" @satyam_sa16 on X 2025-07-23 04:52:05 UTC XXX followers, XX engagements
"5 📈 Guidance: Indian MF industry to hit $X TRILLION AUM in 1214 months 20%+ AUM growth likely 10M+ new investors every year. KFin sees 15%+ revenue growth core biz 3035% for International AIF NPS" @satyam_sa16 on X 2025-07-26 06:58:25 UTC XXX followers, XX engagements
"7 Saudi JV & Expansion 🌏 🛢 NextEra JV with Aramco Digital now live direct Saudi access. 🏆 New logos & deeper wallet share expected" @satyam_sa16 on X 2025-07-19 13:03:34 UTC XXX followers, XX engagements
"1 🔆 Borosil Renewables Q1 FY26: A big India pivot a German exit & a sharp focus on solar glass Strong margins bold expansion & a costly write-off. All you need to know 🧵 #EarningsCall #Renewables #SolarEnergy #Q1Results" @satyam_sa16 on X 2025-07-25 10:34:06 UTC XXX followers, XX engagements
"11 ✅ Outlook: Management confident: revenue & margins to improve QoQ Strong revenue visibility 4888cr order book Focus on cost control debt reduction & next-gen products sustainable growth" @satyam_sa16 on X 2025-07-26 07:11:05 UTC XXX followers, XX engagements
"2 Q1 Snapshot 🍺 ✅ Volume up XX% (10% by cases) ✅ Net Sales up XX% YoY ✅ EBITDA XXX Cr (+10% YoY) ✅ Gross margin XXXX% (-50bps YoY but underlying GP up 100bps) Premium brands: XX% volume growth Kingfisher Ultra Amstel Heineken Silver leading" @satyam_sa16 on X 2025-07-24 07:23:46 UTC XXX followers, XX engagements
"5 🚀 Growth Drivers: Baker Hughes CM ramp-up continues Global clients moving manufacturing from China & EU India advantage Fast-track timelines: 4-6 months now vs 1-1.5 yrs earlier R&D capex up: more labs more fume hoods = faster pipeline" @satyam_sa16 on X 2025-07-27 16:51:30 UTC XXX followers, XX engagements
"4 ⚡ Headwinds: Indian cotton 3-4 cents/lb costlier vs global due to XX% import duty & higher MSP 📈 CCI controlling XX% of total cotton pushing prices higher US textile tariffs biggest global trade disruptor cautious buyers" @satyam_sa16 on X 2025-07-27 16:32:06 UTC XXX followers, XX engagements
"45 Rashtriya Chemicals and Fertilizers Ltd. XX Repco Home Finance Ltd. XX Responsive Industries Ltd. XX Sammaan Capital Ltd. XX Sandhar Technologies Ltd. XX Schneider Electric Infrastructure Ltd. XX Shaily Engineering Plastics Ltd. XX Shree Renuka Sugars Ltd. XX Signatureglobal (India) Ltd. XX Stove Kraft Ltd. XX TARC Ltd. XX Tata Teleservices (Maharashtra) Ltd. XX Thangamayil Jewellery Ltd. XX The Anup Engineering Ltd. XX The South Indian Bank Ltd. XX Trident Ltd. XX UCO Bank" @satyam_sa16 on X 2025-07-19 13:55:04 UTC XXX followers, 1004 engagements
"5 ⚙ Outlook: FY26 rev: Early teens % growth (underlying) mid-single digit reported Margin: mid-20s Caution: Inventory rebalancing from a big client to impact numbers later in FY Biotech funding still uncertain" @satyam_sa16 on X 2025-07-27 17:04:27 UTC XXX followers, XX engagements
"4 Aquaform: Work in Progress 🌱 Growth: Volume up but margins softer due to trade costs (+6 Cr hit) & product mix. ✅ FY26 EBITDA guidance intact at XXX Cr more capacity better utilization in Q2+" @satyam_sa16 on X 2025-07-24 02:35:19 UTC XXX followers, XX engagements
"🔟 ✅ Takeaway: Indian Bank Q1 = Prudent growth + asset quality discipline + digital upgrade. Short-term margin/cost pressures but high RoE & GNPA control stand out. Long game: steady resilient PSU play. #Banking #PSU #IndiaInc 🔗 Full summaries" @satyam_sa16 on X 2025-07-25 10:51:22 UTC XXX followers, XX engagements
"7 Healthy Cash & Controlled Capex Net cash: XXX Cr strong balance sheet for expansion. FY26 capex: 150-155 Cr for new centres plus 2-3% topline for replacement" @satyam_sa16 on X 2025-07-28 18:41:09 UTC XXX followers, X engagements
"8 💡 Competitive Landscape: Purple Fabric plays in Application Life Cycle AI space vs Palantir & C3 Differentiator: simpler to deploy open LLM domain-rich digital experts C1 acquisition boosts platform + cross-sell even if slightly margin dilutive" @satyam_sa16 on X 2025-07-27 16:46:42 UTC XXX followers, XX engagements
"6 Solid Cash Flows 💰 ROCE: XX% RONW: XX% Cash flow conversion: 80%. Free cash flow to PAT: 82%. Q1 Ops CF: XXX Cr FCF: XXX Cr healthy balance sheet strength" @satyam_sa16 on X 2025-07-28 18:19:32 UTC XXX followers, X engagements
"6 Outlook 🔭 🎯 Margin: Minimum XXXX% to hold FY26. India to outgrow market chronic focus 69007000 MRs by FY26-end. Brazil: XX molecules filed XXX launches/yr. US: XX launches FY26 incl. mature & day-one" @satyam_sa16 on X 2025-07-28 18:07:38 UTC XXX followers, XX engagements
"1 🏦 Bajaj Finserv Q1 FY26 All-time high profits profitable pivot Insurance margin play lending solid digital tweaks underway. Here's your complete snapshot 🧵 #BajajFinserv #Q1Results #IndiaStocks #EarningsCall" @satyam_sa16 on X 2025-07-26 06:27:17 UTC XXX followers, XX engagements
"7 🔑 Operational Moves: Debtor days cut to XX (was 38) GML lines of 90cr tied up lower interest costs Festive + wedding season = solid pipeline Major retailers onboarded: Reliance Retail PMJ Kalam etc" @satyam_sa16 on X 2025-07-26 07:15:02 UTC XXX followers, XX engagements
"7 ⚠ Watch these: Q1FY guidance gap needs big H2 Lost half a decade mgmt itself admits EPS will only shine FY27 onwards Old govt receivables 500700 cr: collections to watch Unallocated land (15001600 cr) still muddles segment ROCE clarity" @satyam_sa16 on X 2025-07-27 17:13:26 UTC XXX followers, XX engagements
"8 Strategic Edge 🎯 🏭 Own farm model XX litres/cow yield vs 8-10 industry avg. 💡 Health & nutrition pivot riding Indias protein deficit megatrend. 💪 Strong brand moat national vs regional peers" @satyam_sa16 on X 2025-07-23 05:01:29 UTC XXX followers, XX engagements
"2 💰 Headline Numbers: 📈 Standalone Revenue: XXX Cr (+20% YoY) 🧾 Standalone PAT: XXX Cr (+47% YoY) 📊 Consolidated Revenue: XXX Cr (+20% YoY) 🏆 Record XX% EBITDA margin (up XXX bps) 💹 PAT Margin: XX% (up XXX bps)" @satyam_sa16 on X 2025-07-17 03:28:36 UTC XXX followers, XX engagements
"🔟 Bottomline ✅ Solid balance sheet. ✅ Excellent asset quality. ✅ Disciplined execution. 📉 Near-term: Growth & NIMs softer as pricing wars play out. 📈 Medium-term: Strategic shift to higher-margin segments & digital muscle should pay off by Q3 FY26+. 🔗 For more high-quality earnings breakdowns:" @satyam_sa16 on X 2025-07-24 02:39:29 UTC XXX followers, XX engagements
"4 💡 Turnaround Drivers: Global fibre demand rebounding after inventory digestion Massive tailwinds: 5G rollout FTTH AI data centres (need 36x more fibre) Big govt projects: BharatNet Phase X US Bead" @satyam_sa16 on X 2025-07-26 07:10:58 UTC XXX followers, XX engagements
"1 🚀 Indias mutual fund giant ABSLAMC just posted a strong Q1 FY26 Whats behind the numbers Wheres the growth coming from What are the red flags A concise 🧵 for investors & analysts #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-25 10:25:10 UTC XXX followers, XX engagements
"4 ⚖ Balance sheet: Gross debt stable: 3590 cr Net debt up a bit more WC use XXX cr equity infused this Q 1/3 promoters rest institutions Term debt of 1500 cr targeted ZERO by Mar 2028 (or earlier if food biz IPO succeeds)" @satyam_sa16 on X 2025-07-27 17:13:23 UTC XXX followers, XX engagements
"12 🔗 Verdict: Not a volume rocket 🚀 but a profitability fortress 🛡 in a choppy credit cycle. Watch for festive uptick & cost tailwinds in Q2Q3. More such concall summaries 👉 #SBICards #EquityResearch #Fintech" @satyam_sa16 on X 2025-07-26 07:08:06 UTC XXX followers, XX engagements
"8 🧭 Risks: Heavy discounting in impulse & western snacks Seasonality in sweets/papad (fewer weddings) Oil price volatility Local/unbranded competitionalways a wild card" @satyam_sa16 on X 2025-07-26 06:32:29 UTC XXX followers, XX engagements
"8 FY27 Outlook: Scale + Margins 🚀 Revenue target: 1600 Cr EBITDA margin to expand XX% vs FY26 Sustainable 1213% margin on full ramp-up Cold Rolling Mill (Phase 3): 220250 Cr capex further margin kicker (PBT +1.52%)" @satyam_sa16 on X 2025-07-24 07:28:29 UTC XXX followers, XX engagements
"9 Key Risks ⚠ ❌ TMD low orders: X quarters of struggle. 🌍 Geopolitical & tariff uncertainties. 💸 Capex hesitation by textile mills. 📉 MTD margin pressure from new units & competition. 🔑 Execution delays for LC-backed exports" @satyam_sa16 on X 2025-07-19 04:56:36 UTC XXX followers, XX engagements
"9 📌 Risks & Red flags: Q1 ERW pipes volume down YoY strategic shift to galvanised & seasonality blamed B-grade sponge iron sales dilutes blended margin Monsoon impact: Q2 may be flat vs Q1" @satyam_sa16 on X 2025-07-27 16:25:10 UTC XXX followers, XX engagements
"1 Zensar Tech Q1 FY26: Quiet Confidence AI Bets & Steady Execution ⚙🤖 Midcap IT stays resilient in a tough macro. Small sequential growth big AI focus clear on NOT chasing commoditized deals. Highlights 👇 #Zensar #ITServices #AI" @satyam_sa16 on X 2025-07-24 06:57:50 UTC XXX followers, XX engagements
"1 💰 CMS Info Q1 FY26: Cautious tone but playing the long game market share up order book strong margins dipped. Heres your full decode 🧵 #Q1Results #CMSInfo #Logistics #Payments #CashManagement" @satyam_sa16 on X 2025-07-25 10:46:43 UTC XXX followers, XX engagements
"6 Capex & Innovation 🔬 🚀 New whey protein bar entry into functional protein snacks. 🍶 Pride of Cows: Greek yogurt high-protein paneer premium SKU push. 📦 XX% B2C focus expanding direct online & Q-commerce channels" @satyam_sa16 on X 2025-07-23 05:01:28 UTC XXX followers, XX engagements
"3 ⚙ AI Supercharged Pipeline: XX% of pipeline now AI-led. AI deals pipeline up 2.2x since launch of Large deals pipeline: +40% QoQ +154% YoY. AI driving outcome-based self-funded transformation. #GenAI" @satyam_sa16 on X 2025-07-26 09:59:25 UTC XXX followers, XX engagements
"8 💡 Strategic bet: IPO of food biz likely FY26 hope: 30004000 cr mkt cap Cash used to cut debt fast Tissue culture national scale Urban pipes: XX qtrs to show traction" @satyam_sa16 on X 2025-07-27 17:13:26 UTC XXX followers, XX engagements
"4 📊 Operational Metrics: Transmission availability: XXXXX% Solar PLF: XXXX% Collection: Transmission: XX% Solar: XXX% Receivable days improved: Transmission: XX Solar: XX Solid asset performance. 🔌" @satyam_sa16 on X 2025-07-27 16:11:09 UTC XXX followers, XX engagements
"6 Margin Guide Stays 🧾 Mgmt targets 2425% EBITDA margin for FY26. Quarterly swing possible due to tariffs Europe and RM volatility" @satyam_sa16 on X 2025-07-28 18:10:33 UTC XXX followers, X engagements
"9 Market Position 📊 Competes with JSW Coated Tata BlueScope APL Apollo Domestic pre-painted steel demand XXXX MT/year growing double digits Anti-dumping duties shield from cheap Chinese supply Zero single customer concentration X% of revenue" @satyam_sa16 on X 2025-07-24 07:28:30 UTC XXX followers, XX engagements
"5 Mutual Fund Play 📈 MF AUM: 4519 Cr +8.2% YoY. Ambitious push: Target 8000 Cr MF AUM in X year leveraging revamped backend & distributor push" @satyam_sa16 on X 2025-07-28 18:14:05 UTC XXX followers, X engagements
"8 One-offs Weigh Q2 included: $4.6M Softcell intangibles impairment $9M provision for European client dispute (legal recourse on) $3.8M workforce realignment $1.5M SMC diligence costs" @satyam_sa16 on X 2025-07-28 18:49:41 UTC XXX followers, X engagements
"8 🔑 Capital Buffer: CAR: XX% (CET1: 12.8%) Including 7500 cr capital raise ➡ CAR: XXXX% Legacy high-cost borrowings down by 2600 cr. Only 2200 cr left. Balance sheet getting leaner & stronger. 📊" @satyam_sa16 on X 2025-07-27 16:06:25 UTC XXX followers, XX engagements
"5 📌 Growth Drivers: ✔ Portfolio: 200+ hotels (143 operational + XX pipeline) ✔ X new signings in Q1 FY26 ✔ Asset-Right strategy fast capital-light expansion into Tier 2/3 cities ✔ Focus on loyalty revamped Club ITC" @satyam_sa16 on X 2025-07-17 03:28:38 UTC XXX followers, XX engagements
"7 Whats Fueling Growth 🔋 Indias rising consumption & young demographics Jios deep tech stack: Unique UBR tech for broadband more scalable than FWA Retail: Diversified omni-channel + quick commerce boom O2C: Limited global refining supply keeps margins firm New Energy: Largest integrated green energy project outside China" @satyam_sa16 on X 2025-07-20 12:52:58 UTC XXX followers, XX engagements
"🔟 Takeaway Blue Jet is building a durable high-margin CDMO platform scaling capacity deepening chemistry expanding peptides and insulating margins via backward integration. Long-term runway looks solid despite quarterly noise. 🔗 More smart earnings call breakdowns ➡" @satyam_sa16 on X 2025-07-23 05:13:29 UTC XXX followers, XXX engagements
"4 🏧 ATM channel under pressure: India ATM transactions dipped XX% Per ATM transactions dropped (12-14 range) AGS shutdowns = delays in ATM deployments Yet CMS gained share ATM cash market share up to 58-60%" @satyam_sa16 on X 2025-07-25 10:46:45 UTC XXX followers, XX engagements
"🔟 Big Picture 🗺 SMC is leaning hard on tech SaaS and hybrid broking to ride out industry shifts. NBFC asset quality & insurance recovery = key watchpoints. Transition phase but roadmap is clear. 🔗 More concalls: #SMCGlobal #Q1Results #StocksCart #IndianMarkets #EarningsSeason" @satyam_sa16 on X 2025-07-28 18:14:08 UTC XXX followers, XX engagements
"5 Healthy Balance Sheet 💪 Net leverage: XXXX conservative. DSO working capital not highlighted as concern. Comfortable funding for expansion & pipeline" @satyam_sa16 on X 2025-07-28 18:07:37 UTC XXX followers, XX engagements
"7 Capex Firepower ⚙ Capex of 3500 Cr over X years: TBR/PCR capacity commercial by JunJul 2026 Rubber track line testing now ramp by H2 FY26 Advanced carbon black 30k capacity trials underway" @satyam_sa16 on X 2025-07-28 18:10:33 UTC XXX followers, X engagements
"1 📦 Huhtamaki India Q2 CY25 Highlights Weak top line solid profit. Cost control + premium mix kept margins healthy but volumes stay muted. Lets break it down 👇 #Huhtamaki #Earnings #Q2 #Packaging #India" @satyam_sa16 on X 2025-07-27 16:59:03 UTC XXX followers, XX engagements
"6 Growth Outlook 📈 Mgmt sees Q1 as seasonally weakest for Consumer & Remarketing. Expecting growth to pick up from July. New product launches for OLX to drive upsides in H2" @satyam_sa16 on X 2025-07-28 17:56:20 UTC XXX followers, X engagements
"9 🧩 Strategic Moves: Nepal JV beats XX% import duty rides CG Groups network Millet snack Va tests healthy snacking trend Retail: more own stores gift-focused Bikardi Bas: bakery play for e-comm Solar shift in plants sustainability angle" @satyam_sa16 on X 2025-07-26 06:32:30 UTC XXX followers, XX engagements
"4 Expansion In Full Swing X hubs + X spoke opened in Q1. X more hubs lined up for Q2 aiming for XX hubs in FY26. Core model: dense B2C network not PPP" @satyam_sa16 on X 2025-07-28 18:41:07 UTC XXX followers, XX engagements
"6 Operating Expenses: +7.7% YoY Employee cost X% (70% of OpEx)" @satyam_sa16 on X 2025-07-28 17:42:58 UTC XXX followers, X engagements
"7 Cost & Capital Buffer 💰 Strong capital adequacy 43%. Open to debt lines & equity raise if needed. No big Capex disclosed but tech & digital spends are priority" @satyam_sa16 on X 2025-07-28 18:14:06 UTC XXX followers, X engagements
"2 💡 Q1 Snapshot: AUM: 26524 Cr (+22% YoY record high) Disbursement: 1979 Cr (+32% YoY) PAT: XXX Cr (+19% YoY) NIM: XXX% GNPA: XXXX% (stable) Collection Efficiency: XX% #Q1Results" @satyam_sa16 on X 2025-07-26 10:05:12 UTC XXX followers, XX engagements
"3 CPC Engine 🚦 🏷 CPC business drove XXX million conversions @ XX CPC rate. CPC revenue grew XXXX% YoY. Conversion volume & pricing power remain intact" @satyam_sa16 on X 2025-07-28 18:03:40 UTC XXX followers, X engagements
"4 But Heres The Flip Side 🟢 ✔ Secured book = XX% of balance sheet grew X% in Q1. ✔ Strong GNPA control Gross NPA X% Net NPA 1%. ✔ Cost of deposits falling LCR solid at 171%. ✔ Strategic hiring done cost base stabilised" @satyam_sa16 on X 2025-07-23 04:52:04 UTC XXX followers, XX engagements
"🏦 Bank of Baroda Q1 FY26 Print: Sales X% YoY Modest growth EBIDT X% YoY Margins under pressure Net profit XX% YoY Profitability hit EPS at XXXX vs XXXX Significant drop Low PE of XXX but can earnings revive ⚡ #BOB M.Cap XXXX Lakh Cr #BankofBaroda 🔗 More concalls & insights:" @satyam_sa16 on X 2025-07-25 13:08:29 UTC XXX followers, XXX engagements
"1 SG Finserv Q1 FY26: Riding the MSME 🚀 Indias fast-growing MSME supply chain lender kicks off FY26 strong: ✅ XX% YoY AUM growth ✅ 50k cr disbursed in XX months ✅ Zero NPAs 👇 Heres your breakdown: #NBFC #MSME #EarningsCall" @satyam_sa16 on X 2025-07-24 03:17:12 UTC XXX followers, XX engagements
"5 📈 Guidance: FY26 revenue growth: 15%+ (Q1 was 5%) Long-term: double biz in XX yrs 23x in X yrs EBITDA margin: steady 1315% consolidated Debt/EBITDA: from XXX under X in XX months" @satyam_sa16 on X 2025-07-27 17:13:24 UTC XXX followers, XX engagements
"7 🚜 Growth Drivers: ✅ Above-normal monsoon 🌧 ✅ Higher MSPs & PM-KISAN boost ✅ Farmers shifting to balanced NPK/NKS ✅ New value-added products: Batura SSP Anarata Super X Nano Urea #AgriTrends" @satyam_sa16 on X 2025-07-26 17:38:32 UTC XXX followers, XX engagements
"9 📊 Competitive Edge: Mphasis bets on AI to win large sticky deals. Clients want ROI & speed AI + proprietary platforms deliver both. Management says: legacy IT fatigue = Mphasis gains share. #CompetitiveMoat" @satyam_sa16 on X 2025-07-26 09:59:30 UTC XXX followers, XX engagements
"9 ⚙ Strategic Moves: Allianz stake buy full control of BAGIC & BALIC. BALIC 2.0: Profitable growth volume. Big digital push: App users X cr Bajaj Markets revamp ongoing" @satyam_sa16 on X 2025-07-26 06:27:22 UTC XXX followers, XX engagements
"1 🧵 Suryoday Small Finance Bank Q1 FY26 Back to Growth 📈🏦 Strong loan growth retail deposits boom digital push heres what the Q1 earnings call revealed. #SuryodaySFB #Banking #Q1Results" @satyam_sa16 on X 2025-07-26 07:17:38 UTC XXX followers, XX engagements
"3 NBFC Stress Shows 📉 NBFC Revenue: XX Cr +25% QoQ. AUM: 1191 Cr. GNPAs: XXX% up from 0.9%. Stress mainly in secured loans (80% of slippages). Unsecured share to be trimmed from XX% 2530%" @satyam_sa16 on X 2025-07-28 18:14:03 UTC XXX followers, X engagements
"6 🏭 Capacity Expansion: OFC capacity to expand from 25M fkm to 42M fkm by Mar FY26 250cr FY26 capex approved New IBR cable line better pricing fewer competitors Ready for global scale. #Capex #Exports" @satyam_sa16 on X 2025-07-26 09:54:29 UTC XXX followers, XX engagements
"5 ⚠ What Hurt: PAT down X% YoY Credit cost rose XX bps QoQ to XXX% Receivable growth revised down to 1012% (vs earlier 1214%) Industry-wide net card additions muted" @satyam_sa16 on X 2025-07-26 07:08:00 UTC XXX followers, XX engagements
"7 Strategic Moves 🧩 CEO Rajendra Relegapuri onboard sharper ops execution China+1 tailwind: US OEMs shifting to India spike in RFQs Hybrid India-US model cost advantage + nearshore trust Entering US defence EV ADAS broadening horizon" @satyam_sa16 on X 2025-07-23 03:27:35 UTC XXX followers, XX engagements
"6 🌏 Expansion: Branches: XXX across XX states XXX districts New state: Assam (Guwahati) Focus: Urban & emerging markets higher growth pockets #Network" @satyam_sa16 on X 2025-07-26 10:05:15 UTC XXX followers, XX engagements
"7 ⚙ Strategic Moves: Investing XXX Cr in Purple Fabric (10 Cr done in Q1) Consulting arm launched for business impact & ops efficiency is now AI native promises clients XX% revenue uplift & XX% cost save" @satyam_sa16 on X 2025-07-27 16:46:42 UTC XXX followers, XX engagements
"6 📌 Key Wins: X new MF mandates XX% win rate XXX corporates added in Issuer biz biggest ever XX new International clients Malaysia Singapore Philippines GIFT City. GIFT City share jumps to XX% with Ascent" @satyam_sa16 on X 2025-07-26 06:58:26 UTC XXX followers, XX engagements
"♻ GRP Q1 FY26 A Tough Quarter Eyes on Recovery The reclaim rubber leader is battling tariffs raw material inflation and global headwinds while pushing ahead with circular economy bets. Heres your crisp 10-point breakdown #GRP #Earnings #ReclaimRubber" @satyam_sa16 on X 2025-07-28 18:44:46 UTC XXX followers, XX engagements
"🔟 ✅ Big Picture: Rallis is well-placed for a healthy FY26 with: Strong Kharif momentum New products hitting the ground Cost efficiencies tracking ahead Debt-free balance sheet Cautious optimism steady growth story. 🔗 More earnings insights: #stocks #TataGroup #Earnings" @satyam_sa16 on X 2025-07-26 17:49:19 UTC XXX followers, XX engagements
"1 🏙 Sobha Limited Q1 FY26 A record-breaking quarter for sales but with margin challenges. What you must know 👇 #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-27 16:15:57 UTC XXX followers, XX engagements
"🔟 🛡 Moat: Largest registrar by a mile MF: XXXX% AUM mkt share XX% SIP mkt share Issuer: XX% of Nifty mcap NPS: Growing 2x industry pace Full-stack multi-asset multi-market" @satyam_sa16 on X 2025-07-26 06:58:28 UTC XXX followers, XX engagements
"5 Cash Position 💵 CarTrades balance sheet stays strong cash reserves rose by XX Cr this quarter to a solid 1024 Cr. Gives ammo for future product & tech bets" @satyam_sa16 on X 2025-07-28 17:56:19 UTC XXX followers, XX engagements
"🔬 Vijaya Diagnostic Q1 FY26 Strong Growth & Smart Expansion Diagnostics player Vijaya starts FY26 with XX% YoY revenue growth robust margins and rapid new hub scale-up. Heres your 10-point summary #VijayaDiagnostic #Q1Results #EarningsCall" @satyam_sa16 on X 2025-07-28 18:41:04 UTC XXX followers, XX engagements
"4 📄 Revenue Mix: 👉 KYC XX% of consolidated revenue softer due to lower new account opening 👉 Annual issuer charges rose with folio growth 👉 Pledge income: XXXX Cr" @satyam_sa16 on X 2025-07-28 17:52:14 UTC XXX followers, XX engagements
"8 ⚠ What to watch: NIM squeeze Q2 will be tough per mgmt SMA spike keep an eye on corporate book Credit cost: Q1 low at XXXX% full year guided at X% more provisions later" @satyam_sa16 on X 2025-07-27 17:16:26 UTC XXX followers, X engagements
"2 📊 Quarter Highlights: Revenue: $437M (+1% QoQ +6.5% YoY CC) EBIT Margin: Steady at XXXX% Operating Profit: +7% QoQ +11% YoY TCV Wins: Record $760M (3 deals $100M X $50M) Pipeline: +16% QoQ +84% YoY #Earnings" @satyam_sa16 on X 2025-07-26 09:59:25 UTC XXX followers, XX engagements
"6 🏠 Residential steady: Gross sales: XXX cr ASP: 27000/sq ft (premium segment) Bulk of sales to be booked in coming quarters" @satyam_sa16 on X 2025-07-25 11:11:11 UTC XXX followers, XX engagements
"8 Guidance: Steady Conservative 📌 FY26 revenue growth guided at 15%+ with XX% volume growth & 1.5-2% price hike. No more price hikes this year Q2 is seasonally best for pathology" @satyam_sa16 on X 2025-07-28 18:41:10 UTC XXX followers, X engagements
"1 📌 IDFC First Bank Q1 FY26 Concall Highlights A solid foundation. Short-term pinch. Long-term build stronger than ever. Full breakdown for investors & market watchers 🧵👇 #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-27 16:06:20 UTC XXX followers, XXX engagements
"9 Investor Lens 👀 Parag is no longer just dairy. Its transforming into a health-focused FMCG brand with cheese ghee whey & premium milk all driving margin accretion. Short-term: brand investments hit margin Medium-term: higher ROC better valuation" @satyam_sa16 on X 2025-07-23 05:01:30 UTC XXX followers, XXX engagements
"4 Whats the Stress ⚠ Real estate moderation industry disbursals flat. ⚠ Aggressive pricing: competitors lending at 7.3%-7.35% vs BHFLs XXXX% floor. ⚠ Higher attrition from refinancing. ⚠ Rate cut transmission + softer demand squeeze yields" @satyam_sa16 on X 2025-07-24 02:39:24 UTC XXX followers, XX engagements
"9 ⚠ Watch-outs: Finland stays a weak link for now Member addition pace to stay modest near-term Inventory dip short-term but strategic clean-up" @satyam_sa16 on X 2025-07-25 11:02:52 UTC XXX followers, XX engagements
"✅ Investor Takeaway: Bajaj Finserv is pivoting smart: all-time high profits insurance margin discipline lending solid digital tweaks underway. Sustainable growth blind expansion. Stake buy + digital = long-term unlock. 🔗 More concalls: #Financials #Insurance #NBFC #Investing" @satyam_sa16 on X 2025-07-26 06:27:24 UTC XXX followers, XX engagements
"1 🚀 Intellect Design Arena Q1 FY26 Concall Deep Dive A strong start to FY26: double-digit growth big US wins and bold AI ambitions with Purple Fabric. Heres the snapshot for investors 👇 #IntellectDesign #Fintech #EarningsCall #Q1Results #IndianMarkets" @satyam_sa16 on X 2025-07-27 16:46:37 UTC XXX followers, XXX engagements
"1 Topline Dips Q1 consolidated income: XXXXX Cr down X% YoY. Volumes fell X% with tariff hit & a planned operational pause adding up to XX% impact" @satyam_sa16 on X 2025-07-28 18:44:47 UTC XXX followers, X engagements
"7 📍 Unsecured play: Share of unsecured loans dipped to XXX% (from 11.6%). Goal: XX% of total book ramp-up ahead. Credit card issuance to pick up post embargo" @satyam_sa16 on X 2025-07-27 17:19:32 UTC XXX followers, XX engagements
"4 Insurance Broking Soft 🚗 Revenue: XXXX Cr down X% YoY. Motor insurance (90% of MISP vertical) hit by auto slowdown. Life insurance slipped too due to last quarters big group client" @satyam_sa16 on X 2025-07-28 18:14:04 UTC XXX followers, X engagements
"🔟 🔑 Big Picture: Record TCV AI-led pipeline and disciplined margins = positive signal. Expect strong H2 as large deals convert to revenue. One for serious #TechInvestors to watch. 🔗 For more crisp concall breakups 👉 #Investing #Earnings #Tech #India #Mphasis #Stocks #AI" @satyam_sa16 on X 2025-07-26 09:59:31 UTC XXX followers, XX engagements
"8 Risks to Monitor 🚩 Germany supply issue at least X more quarters. US profitability still in loss competitive pressure (10 players for Sakual). 💱 Forex volatility needs watching" @satyam_sa16 on X 2025-07-28 18:07:40 UTC XXX followers, XX engagements
"8 📊 Big picture guidance: ISML: from X mn sq ft in 2017 XX mn sq ft by 2030 Retail: Brand mix & premiumisation = higher yields Offices: Huge ramp as occupancy fills up New malls: Kolkata Surat Thane Kohima Chandigarh coming by 2030" @satyam_sa16 on X 2025-07-25 11:11:12 UTC XXX followers, XX engagements
"29 Indian Oil Corporation Ltd. XX Ion Exchange (India) Ltd. XX JBM Auto Ltd. XX JK Lakshmi Cement Ltd. XX JTL Industries Ltd. XX Jaiprakash Power Ventures Ltd. XX Jamna Auto Industries Ltd. XX KSB Ltd. XX Kaynes Technology India Ltd. XX Kewal Kiran Clothing Ltd. XX Kirloskar Oil Engines Ltd. XX Lloyds Engineering Works Ltd. XX Network XX Media & Investments Ltd. XX Premier Energies Ltd. XX Railtel Corporation Of India Ltd. XX Rain Industries Ltd" @satyam_sa16 on X 2025-07-19 13:55:03 UTC XXX followers, 1493 engagements
"1 Manakia Coated Metals Q1 FY26: Exports Boom Margins Climb Capex On Track ⚙🌏 A breakout quarter for this niche coated steel player: XX% revenue growth XXX% PBT surge XXX% net profit jump Exports at record XX% of revenue Key insights 🧵👇 #Steel #Exports #Q1FY26" @satyam_sa16 on X 2025-07-24 07:28:25 UTC XXX followers, XX engagements
"1 🧵 KFin Technologies Q1 FY26 Indias largest registrar gets bigger Mutual Funds 🔼 Issuer Solutions 🔼 Global bets 🔼 Yield dip but margin solid. Big tech push + Ascent bet. Dive in: 👇 #KFinTech #MF #Fintech #Q1Results" @satyam_sa16 on X 2025-07-26 06:58:23 UTC XXX followers, XXX engagements
"9 ⚠ Key Red Flags: Soda ash oversupply structural & sticky US expansion paused = capex discipline but growth deferred 75cr tax refund flattered Q1 PAT #Risks" @satyam_sa16 on X 2025-07-26 09:08:00 UTC XXX followers, XX engagements
"8 Risks ⚠ LED TVs weak in Q1 recovery expected in Q2 Govt. JV approvals (Longcheer HKC Vivo) Awaiting PN3 green light PLI ends FY26 but backward integration & scale to cover it" @satyam_sa16 on X 2025-07-23 03:31:13 UTC XXX followers, XX engagements
"7 💡 Resilient Asset Quality: GNPA stable at XXXX% Stage X balances 128cr QoQ Flow metrics (30+ DPD) improving for X straight quarters Strong portfolio controls + account aggregator data = tighter checks" @satyam_sa16 on X 2025-07-26 07:08:01 UTC XXX followers, XX engagements
"6 Home Collection Gains Traction 🏠 Home collection channel at 3.2-3.3% of revenue up from 2.5%. Digital + corporate push gaining steam alongside walk-ins" @satyam_sa16 on X 2025-07-28 18:41:09 UTC XXX followers, X engagements
"5/25 💸 Operating Profit: Op AITA: XXX Cr (7% margin) Reported AITA: XXX Cr (5.8% margin +175% YoY) PAT: XX Cr vs X Cr YoY High tax due to standalone profit & global projects. #EarningsCall" @satyam_sa16 on X 2025-07-19 04:39:59 UTC XXX followers, XX engagements
"5 EV Stress: Nearing Turning Point ⚡ EV Book still under pressure down XX% YoY. EV challenges likely till Q2 FY26. Mgmt expects gradual recovery in H2 FY26. Gross Slippages down: 1553 Cr vs 1748 Cr QoQ. Collection Efficiency (ex-NPS): healthy at 97.7%" @satyam_sa16 on X 2025-07-19 12:53:19 UTC XXX followers, XX engagements
"🏦💡 ICICI Bank Q1 FY26: Resilient performance in a slow macro strong profit robust capital caution in unsecured retail. All the numbers & narrative you need: 👇 #ICICIBank #Q1FY26 #Banking" @satyam_sa16 on X 2025-07-20 12:28:22 UTC XXX followers, XX engagements
"4 🎯 Big Win: Signed a 10-year exclusive contract with Milliken huge boost for CRMS CM model. 👉 Site 3++ dedicated to Milliken production starts Q4 FY26" @satyam_sa16 on X 2025-07-27 16:51:30 UTC XXX followers, X engagements
"🌞 Thread Opener Acme Solar Q1 FY26 Record revenue strong margins bold storage push. Renewable energy execution + disciplined debt = solid runway ahead. Heres the entire call in XX factual points. #EarningsCall #Renewables #Q1Results #IndianMarkets" @satyam_sa16 on X 2025-07-28 18:00:04 UTC XXX followers, XX engagements
"6 📈 Where growth is coming from: Mortgages: +19% YoY Business banking: +18% YoY Gold loans: +30% YoY 🔑 CASA stable at XXXX% New credit cards (Solitaire Indigo) targeting affluent clients" @satyam_sa16 on X 2025-07-27 17:19:32 UTC XXX followers, XX engagements
"6 Cash & Working Capital 💼 Collections stable no material change in risk. R&D spend steady @ X Cr. No extra platform capex planned for FY26 unless new M&A happens" @satyam_sa16 on X 2025-07-28 18:03:42 UTC XXX followers, X engagements
"9 Big Targets Unchanged ✅ $3B revenue target by CY2029 intact. ✅ Q3 likely better QoQ CC growth than Q2 but softer than prior outstanding hopes. ✅ Merit increases kick in July X moderated vs. previous cycles" @satyam_sa16 on X 2025-07-28 18:49:42 UTC XXX followers, X engagements
"4 One-Off Boost 📊 Other income got a lift from provision write-backs. Mgmt flagged more possible one-offs in Q2 so normalised earnings will adjust for this tailwind" @satyam_sa16 on X 2025-07-28 17:56:18 UTC XXX followers, X engagements
"6 🔑 Why So Cautious Macro headwinds: GDP guidance cut global uncertainty ECL model refresh = higher provisioning Careful underwriting: quality volume Focus: protecting asset quality & yield" @satyam_sa16 on X 2025-07-26 07:08:01 UTC XXX followers, XX engagements
"2 🚀 Big headline: Phoenix to acquire XXX% stake in Island Star Mall Developers Pvt Ltd (ISML) from CPP Investments. Strengthens control over high-performing malls & offices No more minority leakages All cash flows now consolidated ✅" @satyam_sa16 on X 2025-07-25 11:11:08 UTC XXX followers, XX engagements
"5 Strategic Playbook 🎯 ✅ CEO back sharper focus on profit volume ✅ Non-SMS push: WhatsApp RCS Voice ✅ AI: Deploying AI firewall & spam protection CPaaS-in-a-box for telcos ✅ Cross-sell: Proximus Global VIX reach ✅ New strategic tie-ups: Salesforce Infosys TechM under implementation ✅ Telecom API play + Digital ID pilots" @satyam_sa16 on X 2025-07-19 13:11:18 UTC XXX followers, XX engagements
"3 💡 ISML numbers: FY25 EBITDA: XXX cr Cash flow: 9x jump since FY17 Net Debt/EBITDA: Just 1x Operating FCF: XXX cr Phoenix expects massive EBITDA ramp as offices lease up" @satyam_sa16 on X 2025-07-25 11:11:08 UTC XXX followers, XX engagements
"5 🛡 Defense Play: Defense order book: 1300cr (12% of total). Thermal weapon sights tactical cables & more to ship from Q2. Hosur defense plant operational. #DefenseTech #MakeInIndia" @satyam_sa16 on X 2025-07-26 09:54:28 UTC XXX followers, XX engagements
"🔟 📌 Big Picture: Schaeffler India is executing well steady growth FCF boost capacity ramp export momentum & EV pivot. Parents big capex bet reaffirms India as a key hub. Long-term roadmap looks strong. 🔗 For more crisp earnings breakdowns 👉 #AutoComponents #EV #Investing #IndiaGrowth #LongTermView" @satyam_sa16 on X 2025-07-26 09:50:19 UTC XXX followers, XX engagements
"9 🛠 Strategic Updates: India MEA verticals reorg standard global model. BPO ramp up tied to deals not contradicting GenAI story. Manufacturing Experience Centre 60+ clients hosted. Big partnerships: Nuix ServiceNow Cisco" @satyam_sa16 on X 2025-07-17 02:43:38 UTC XXX followers, XX engagements
"3 Cost Discipline 💪 💸 Total cost base rose just X% despite big revenue jump. 👥 Employee cost +7% YoY due to Q1 increments but stable ahead. 📉 ESOP expense fell XX% YoY to XXX Cr older grants vesting out" @satyam_sa16 on X 2025-07-28 17:56:18 UTC XXX followers, X engagements
"5 Growth Drivers ➕ ✅ Make in India policy tailwind. ✅ New customers: X added in Q1. ✅ New products: Grade T91 Tube trial delivered more value-added pipeline. ✅ Accreditations: AS9100D for aerospace secured; IBR & Norsok M650 in progress" @satyam_sa16 on X 2025-07-23 05:32:08 UTC XXX followers, XX engagements
"8 💡 Product Edge: Launched K tokenization infra for MFs & brokers Iris multi-asset CRM for advisors Empower wealth platform goes live integrated with Aladdin (BlackRock) Finex replatforming better security scale" @satyam_sa16 on X 2025-07-26 06:58:27 UTC XXX followers, XX engagements
"5 📈 Guidance: FY26 AUM growth: 20-22% FY26 Disbursement growth: 18-20% Spreads: XXX% maintained FY26 ROA: 4.24.3% LT ROE target: 17-18% 5060 branches to be added yearly for X years #Outlook" @satyam_sa16 on X 2025-07-26 10:05:14 UTC XXX followers, XX engagements