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@DhawalDoshi5 "Larsen & Toubro secures orders under its Construction Equipment and Industrial Products Design & Development vertical across the segments. Construction Equipment receives long term after sales support orders from major coal and cement producers in India towards the supply of Komatsu mining equipment. Under CE & IPDD segment's business unit Rubber Processing Machinery secures multiple order for design and manufacture of tyre curing presses and tyre building machines catering to 2W passenger cars trucks and buses"
X Link @DhawalDoshi5 2025-09-19T19:31Z 5802 followers, 1960 engagements

"Helios Flexi Cap Fund Sep'25 Portfolio Update = New Companies Added 🔹Marico Ltd: XXXX% 🔹Urban Company Ltd: XXXX% 🔹Jain Resource Recycling Ltd: XXXX% = Increased Holdings 🔹Adani Ports and SEZ Ltd: XXXX% 🔹Bharti Airtel Ltd: XXXX% 🔹Bharat Electronics: XXXX% 🔹Hero MotoCorp Ltd: XXXX% 🔹NTPC Ltd: XXXX% 🔹The Indian Hotels: XXXX% 🔹Lemon Tree Hotels: XXXX% 🔹Adani Energy Solutions: XXXX% 🔹The Phoenix Mills: XXXX% 🔹Cholamandalam Investment: XXXX% 🔹Niva Bupa Health Insurance: XXXX% = Holdings Reduced - 🔹ICICI Lombard General Insurance: XXXX% 🔹Ola Electric Mobility: XXXX% 🔹Travel Food"
X Link @DhawalDoshi5 2025-10-12T05:54Z 5808 followers, 49.3K engagements

"@Compoundingfund I feel this Diwali picks which people post is for engagement purpose only. I mean you track the performance of your own company or watchlist company and funds if invested in mutual fund is enough. There is no use seeing what other people are recommending for Diwali"
X Link @DhawalDoshi5 2025-10-11T19:16Z 5784 followers, XXX engagements

"Rare Earth Stocks well complied 👇"
X Link @DhawalDoshi5 2025-10-12T07:53Z 5802 followers, 3074 engagements

"@abhibuilds Good one bro. JLR is the lag segment. We have seen demergers are good let's see how this move plays out for Tata Motors"
X Link @DhawalDoshi5 2025-10-05T18:32Z 5797 followers, XXX engagements

"✅KPI Green Energy subsidiary Sun Drops Energia Private Limited received LOA from multiple industry investors under Distributed Renewable Energy Bilateral Purchase Policy. The LOA is for the development of XXX MW Solar Power project in a turnkey basis under the DCR module category for Captive Power Producer business segment. Tentative completion date is FY26-27 in multiple tranches. @vishan_khadke"
X Link @DhawalDoshi5 2025-10-09T14:30Z 5802 followers, 5831 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 XX% Increased Allocation - 🔸IEX: XXXX% 🔸EID Parry India: XXXX% 🔸Axis Bank: XXXX% 🔸Power Grid: XXXX% 🔸Kotak Mahindra Bank: XXXX% 🔸ITC Limited: XXXX% Decreased Allocation - 🔸Cipla Limited: XXXX% 🔸Maruti Suzuki India: XXXX% 🔸IPCA Laboratories: XXXX% Cash holding is still huge even after buying across the companies and decreasing allocation in Maruti and Pharma companies. @BaluGorade @Dynamicinvstr @AshishMeher7 @ThetaVegaCap"
X Link @DhawalDoshi5 2025-09-10T05:08Z 5784 followers, 32.3K engagements

"@REDBOXINDIA Zaggle is in a spree of entering into partnerships last week entered with Mastercard and AU Small Finance bank for Co-branded credit card program and now with IDFC First bank. 🔥"
X Link @DhawalDoshi5 2025-09-27T18:39Z 5798 followers, XXX 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: XX% 🔹Cipla Limited: XX% 🔹IEX Limited: XX% 🔹ITC Limited: X% = Reduced/Exit Allocation - 🔹Maruti Suzuki: -X% 🔹IPCA Laboratories: Completely Exited = Top Holdings - 🔹HDFC Bank: XXXX% 🔹Power Grid Corporation: XXXX% 🔹Bajaj Holdings: XXXX% 🔹Coal India: XXXX% 🔹ICICI Bank: XXXX% Fund is holding cash of XX% and in Aug it was 24%. @vishan_khadke @Dynamicinvstr @BaluGorade @ThetaVegaCap"
X Link @DhawalDoshi5 2025-10-10T06:04Z 5808 followers, 45.4K engagements

"Larsen & Toubro secures an order for 2X1000 Mwe Kudankulam Nuclear Power Project (KKNPP - X & 6) in Tamil Nadu. - Received an order from Nuclear Power Corporation of India Ltd for installation of the nuclear reactor and turbine systems sea water systems polar and trestle cranes - Company has received the significant order under Heavy Civil Infrastructure vertical"
X Link @DhawalDoshi5 2025-09-16T16:41Z 5803 followers, 4355 engagements

"Larsen & Toubro forms strategic partnership with BEL to support Advanced Medium Combat Aircraft programme of the Indian Air Force. This collaboration will benefit L&T's expertise in developing strategic defense and aerospace platforms along with BEL experience in defence electronic and systems to contribute to India's 5th generation fighter aircraft. This is not a Buy/Sell recommendation"
X Link @DhawalDoshi5 2025-09-24T06:16Z 5805 followers, 2186 engagements

"Kalyan Jewellers Q2FY26 Business Update The company continues to post solid growth numbers despite the larger base. Consolidate REV 🔼30% India business 🔼31% - Wedding demand and Festive season. Navratri numbers not part of the base quarter International business 🔼 XX% Healthy SSSG of XX% in Q2 for Kalyan Jewellery platform Candere grew by XXX% on YOY led by improved showroom footfalls web traffic and revenue growth. Q2 showroom added - = Kalyan - XX = Middle East - X = Candere - XX Total Stores - = Kalyan India: XXX = Kalyan ME: XX = Kalyan US: X = Candere: XX Company would be adding"
X Link @DhawalDoshi5 2025-10-06T05:50Z 5805 followers, 3488 engagements

"Invesco Large & Mid Cap Jul'25 Portfolio Update - ➡Increased Allocation - 🔹Max Healthcare - XX% 🔹Trent Limited - XX% 🔹BSE Limited - XX% 🔹Cholamandalam Investment - XX% 🔹Sai Life Science - X% 🔹Ethos Ltd - X% 🔹The Phoenix Mills - X% 🔹Max Estates Limited - X% ➡Top Holdings - 🔹Indigo - XXXX% 🔹Swiggy Ltd - XXXX% 🔹Prestige Estates - XXXX% 🔹Eternal Ltd - XXXX% 🔹L&T Finance - XXXX% ➡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 @DhawalDoshi5 2025-08-22T17:02Z 5808 followers, 3146 engagements

"@Akash17971 Holding Varun beverages"
X Link @DhawalDoshi5 2025-10-10T14:07Z 5802 followers, XXX engagements

"Kaynes Semicon has rolled out shipment of XXX Multi-chip modules under India Semiconductor Mission XXX Kaynes Technology subsidiary has assembled tested and quality cleared chip modules manufactured under Intelligent Power Module (IPM5). The shipment was rolled out at company's OSAT facility in Sanand and delivered to company Alpha & Omega Semiconductor in Sunnyvale. Alpha & Omega will occupy majority of the capacity and production ramping up to XXX Mn chips per day by Q1FY27. Mass production is aimed for January 2026. @vishan_khadke @TrendSpark420"
X Link @DhawalDoshi5 2025-10-15T16:57Z 5808 followers, 2264 engagements

"Larsen & Toubro wins large infrastructure orders in Middle East. Company has received order to engineer procure and construct XXX kV substation through which a XXX kV super grid interconnection linking electricity networks will be established in UAE. Also received another order to build XXX kV substations in the ME to cater electricity demand. The total order worth Rs. 2500-5000 CR. @vishan_khadke @TrendSpark420"
X Link @DhawalDoshi5 2025-10-13T17:50Z 5802 followers, XXX engagements

"What about the infrastructure you are giving to the people who are travelling every day and the endless traffic of Bengaluru who will take responsibility of that Your city is called Silicon Valley of India and this is how you are developing it for the future. Work on the roads and traffic system irrespective of how many companies or manufacturing plant is opened"
X Link @DhawalDoshi5 2025-10-15T18:13Z 5808 followers, 22.5K engagements

"Motilal Oswal Midcap Fund June'25 Portfolio Update Motilal Oswal is betting on high PE stocks like Trent Coforge Dixon & Kalyan Jewellers Highest Allocation - = Coforge - XXXXX% = Persistent - XXXX% = Trent Limited - XXXX% = Dixon Technologies - XXXX% = Kalyan Jewellers - XXXX% Completely Exited companies - Indian Hotels Jindal Steel & Power Mazagon Dock Voltas Indraprastha Eternal & CG Power Newly Added companies - Kaynes Technologies Aditya Birla Capital & PB Fintech Limited @Anvith_ @selvaprathee @AshishMeher7 @vishan_khadke @prateek_madaan1 @Praveen12Pranis"
X Link @DhawalDoshi5 2025-07-10T02:30Z 5808 followers, 1751 engagements

"HDFC Flexi Cap Fund July'25 Portfolio update - Top Holdings - 🔹ICICI Bank: XXXX% 🔹HDFC Bank: XXXX% 🔹Axis Bank: XXXX% 🔹SBI Life Insurance: XXXX% 🔹SBI Bank: XXXX% HDFC Flexi has invested in top banks of the country with major chunk is with large cap companies. Increased Allocation - 🔹Swiggy Limited: XXXX% 🔹Hindalco Industries: XXXX% 🔹Infosys Limited: XXXX% 🔹HCL Technologies: XXXX% 🔹Sundaram Fasteners: XXXX% 🔹Nuvoco Vistas Corporation Ltd: XXXX% Fund has completely exited Reliance Industries in July month which it was holding in June - XXXX% Not added any new companies; Holding safe"
X Link @DhawalDoshi5 2025-08-13T13:56Z 5804 followers, 34.1K engagements

"✅KEC International receives orders worth Rs. 1038 CR & Rs. 1064 in the international T&D business = Order is for design supply and installation of XXX kV GIS substation & XXX kV transmission line in Saudi Arabia = Company has secured largest ever Substation order = Health order book growth of 20%; YTD order book of Rs. 16000 CR KEC International is strengthening its footprints in Saudi Arabia. Now the focus will be on execution. @vishan_khadke @TrendSpark420"
X Link @DhawalDoshi5 2025-10-15T12:44Z 5808 followers, 1108 engagements

"Motilal Oswal Small Cap Fund June'25 Portfolio Update 👉Fund has added X new companies in June portfolio - 🔹Suzlon Energy: XXXX% 🔹Siemens Energy Ltd: XXXX% 🔹JM Financial Ltd: XXXX% 🔹Aegis Vopak Terminals Limited: XXXX% 👉Increased Allocation - 🔹V-Mart Retail Ltd - XXXX% 🔹Five Star Business Ltd - XXXX% 🔹VA Tech Wabag Ltd - XXXX% 🔹TARIL - XXXX% 🔹Aditya Birla Real Estate Limited - XXXX% 🔹Premier Energies Ltd - XXXX% 🔹Cholamandalam Investment and Finance - XXXX% 👉Reduced & Exit Companies - 🔹Sagility India - XXXX% 🔹V-Guard Industries Ltd - XXXX% 🔹CDSL - XXXX% 🔹GE Vernova - 1.55%"
X Link @DhawalDoshi5 2025-07-12T18:37Z 5804 followers, 5491 engagements

"Motilal Oswal Small Cap Fund Sep'25 Portfolio Update - X Increased Allocations - = Aegis Vopak Terminals XX% = JM Financial Limited XX% = Bharat Dynamics Ltd XX% = CDSL XX% = Deepak Fertilizers and Petrochemicals XX% = Glenmark Pharmaceuticals XX% = Rainbow Children's Medicare XX% = Triveni Turbine X% = Vijaya Diagnostic Center X% = Styrenix Performance Materials X% X Completely Exited / Reduced Allocations - = Carraro India = V-Guard Industries = Pitti Engineering = Indus Towers = Godrej Agrovet = Gufic Biosciences = Gabriel India = Rossari Biotech X New Additions - = Asahi India Glass:"
X Link @DhawalDoshi5 2025-10-14T06:37Z 5808 followers, 41.3K engagements

"JM Financial Flexi Cap Fund Jun'25 Portfolio Update 👉Fund has added XX new companies in June (Mix of Large Mid and Small) - 🔹Reliance Industries - XXXX% 🔹MCX - XXXX% 🔹Axis Bank - XXXX% 🔹360 ONE WAM - XXXX% 🔹ITC Limited - XXXX% 🔹Trent Limited - XXXX% 🔹Garware Hi-Tech Films - XXXX% 🔹Indigo - XXXX% 🔹Hyundai Motors - XXXX% 🔹Equinox - XXXX% 🔹M&M - XXXX% 🔹Glenmark - XXXX% 🔹Subros Limited - XXXX% 🔹Johnson Control - XXXX% 🔹TVS Motors - XXXX% 🔹Northern Arc - XXXX% 👉Increased Allocation - 🔹Bajaj Finance - XXXX% 🔹Oracle Financial Services - XXXX% 🔹One XX Communications - XXXX% 🔹SRF"
X Link @DhawalDoshi5 2025-07-20T16:37Z 5808 followers, 11.2K engagements

"JM Financial Flexi Cap Fund Jul'25 Portfolio Update Fund has completely exited X companies in June 🔹Bajaj Finance 🔹Equinox India Developments Limited 🔹JSW Energy Ltd Added X new companies and X newly listed IPO 🔹Varun Beverages - XXXX% 🔹HDB Financial Services - XXXX% 🔹Waaree Energies Limited - XXXX% 🔹Embassy Developments Limited - XXXX% 🔹Bharat Forge Limited - XXXX% 🔹Blue Star Ltd - XXXX% 🔹Travel Food Services Limited - XXXX% Increased Allocation 🔹Northern Arc Capital - XXXX% 🔹TVS Motor Company - XXXX% 🔹Amber Enterprises - XXXX% 🔹One XX Communications - XXXX% 🔹Apollo Hospitals"
X Link @DhawalDoshi5 2025-08-09T04:36Z 5803 followers, 30.5K 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"
X Link @DhawalDoshi5 2025-08-08T14:01Z 5785 followers, 41.4K engagements

"Avenue Supermart results - PAT grew by XXX% EBITDA - XXXX% X stores added in Q2; total XX stores in H1FY26 No growth at all. In the past X year stock has hardly made money for its shareholders. Price is at the same level of last year Oct 2024. BAAP way of investing is gone. Now it's time to track companies every quarter and separate the best ones from bad ones in the list"
X Link @DhawalDoshi5 2025-10-13T18:23Z 5804 followers, 1081 engagements

"HDFC Midcap Opportunities Fund Aug'25 Portfolio - 1Increased Allocations - 🔸United Spirits Limited - XXXX% 🔸Karur Vysya Bank - XXXX% 🔸Dabur India Ltd - XXXX% 🔸Marico Ltd - XXXX% 🔸Godrej Consumer Products - XXXX% 🔸Delhivery Ltd - XXXX% 🔸Balkrishna Industries - XXXX% 🔸Coromandel Industries - XXXX% X Reduced/Completely Exited - 🔸Solar Industries: XXX% 🔸Colgate - Palmolive ( I ) Ltd. : -XX% 🔸Greenlam Industries: -X% 🔸Aarti Industries: -X% 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 @DhawalDoshi5 2025-09-13T03:51Z 5804 followers, 14.2K engagements

"Larsen & Toubro receives another order under its Power & Distribution business vertical across India and abroad - Received order for revamping power distribution with SCADA and smart technology integration in two towns in India. - Design delivery and construction of two XXX MVAr STATCOM systems and will be installed at the existing XXX kV substations for dynamic reactive power compensation in UAE - Establishing a 400/132 kV grid station along with associated XXX kV transmission line segment from Oman - These large STATCOM and SCADA orders cost is Rs. 2500 to 5000 CR"
X Link @DhawalDoshi5 2025-09-17T12:54Z 5802 followers, 3667 engagements

"Zaggle Prepaid is in a spree of entering into agreements for their product offerings. = Entered into an agreement with AU Small Finance bank for co-branded prepaid card to automate Employee Rewards Benefits Expense and Reimbursements = Agreement with Mastercard Asia/Pacific to promote co-branded prepaid cards on domestic network = Zaggle will offer its SaaS and forex solutions to corporate customers of IDFC First Bank. @Dynamicinvstr @Anvith_ @selvaprathee"
X Link @DhawalDoshi5 2025-09-27T19:05Z 5798 followers, 7672 engagements

"Quant Small Cap Fund Sep'25 Portfolio Update - = Reduced Allocation - 🔹Bikaji Foods International: XXXX% 🔹Jana Small Finance Bank: XXXX% 🔹Anupam Rasyan: XXXX% 🔹One Source Specialty Pharma: XXXX% 🔹Himadri Specialty: XXXX% = New Addition - 🔹Piramal Finance: XXXX% 🔹Aptus Value Housing:0.40% 🔹Intellect Design: XXXX% = Increased Holdings - 🔹Adani Power: XXXX% 🔹Zydus Wellness: XXXX% 🔹Usha Martin: XXXX% 🔹Aster DM Healthcare: XXXX% 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 @DhawalDoshi5 2025-10-11T06:15Z 5808 followers, 15K engagements

"✅KEC International received orders worth Rs. 1174 CR in the T&D business. = Order received for XXX kV HVDC and XXX kV Transmission lines from a reputed private developer in India = XXX kV transmission lines in Saudi Arabia Total orders intake Rs. 14000 CR and HVDC transmission line order will benefit the company and also increase the share of orders from private developers in India's T&D business. @vishan_khadke @TrendSpark420"
X Link @DhawalDoshi5 2025-10-13T17:36Z 5808 followers, 3018 engagements

"Poor results - Some pointers: = Loan book and deposits both grew by XX and XX% = ROE and ROA trend going south currently; Not able to make shareholder's money = Hardly any growth in Net Interest income and Fee income = PAT down by 26%; Credit cost at XXXX% = Asset quality deteriorated YOY. Didn't liked the numbers at all"
X Link @DhawalDoshi5 2025-10-15T17:49Z 5808 followers, XXX engagements

"@reddy73375 @Anvith_ @BharatStockLive @ChartAtlas @InvestmentVeda @SSage82827 @SandeepKuntnur @SandhyaKuntnur Invested in Skipper NTPC REC and Tata Power. Tracking Transrail"
X Link @DhawalDoshi5 2025-10-13T08:53Z 5803 followers, XXX engagements