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@Muhammed_iq_bal "🔰 Sun TV Network acquiring XXX% equity of Northern Superchargers Limited for GBP XXXXX million #Acquisition"
@Muhammed_iq_bal on X 2025-07-20 05:24:00 UTC 1533 followers, XXX engagements

"🔰 Sagar Cements Ltd 🔹 Expects demand to pick up particularly in Andhra/Telangana. 🔹 Provided a conservative EBITDA guidance despite a strong Q1 acknowledging incentives. 🔹 Clear long-term capacity doubling goals (20MT by FY35). 🔹 Focused on brownfield expansion for immediate growth and open to M&A beyond 15MT. 🔹 Acknowledges potential challenges but expects steady state. 📢 Overall Sentiment: Positive and Growth-Oriented"
@Muhammed_iq_bal on X 2025-07-24 19:15:52 UTC 1533 followers, XXX engagements

"🔰 Supreme Petrochem Ltd 🔹 Targeting XX% volume growth for FY26. 🔹 ABS project commercializing in August adding significant revenue. 🔹 Acknowledges global factors (crude trade) as key risks. 🔹 Expecting growth in this segment with ABS production. 📢 Overall Sentiment: Cautiously optimistic"
@Muhammed_iq_bal on X 2025-07-25 09:48:36 UTC 1533 followers, XX engagements

"🏢 Jio's Financial Empire Breakdown: 🔹 JFSL holds XXX% stakes across X key subsidiaries 🔹 Banking (JPBL) Insurance (JIBL) Payments (JPSL) - all RBI regulated 🔹 BlackRock JVs dominate asset management (50% stakes) 🔹 RIIL handles industrial investments 🔹 Covers lending leasing fintech & wealth management #JioFinancial"
@Muhammed_iq_bal on X 2025-07-22 03:43:00 UTC 1534 followers, XXX engagements

"🔰 Clean Science & Technology Ltd Capex: 🔹 Q1 FY26 Capex: INR XX crores was invested during Q1 FY26 in the subsidiary Clean Fino-Chem Limited. 🔹 Additional Capex: An additional INR 120-odd crores could be infused in the subsidiary company"
@Muhammed_iq_bal on X 2025-07-19 20:11:29 UTC 1534 followers, XXX engagements

"🔰 Brigade Hotel 🔹 Aiming for significant portfolio expansion (5 new hotels XXX keys) by FY29 especially in luxury segments. 🔹 IPO proceeds primarily for debt repayment targeting institutional debt-free status for XX months. 🔹 Focus on high-demand urban markets and religious/leisure destinations. 🔹 Expects management fees (4-5% of revenue) to remain stable. 🔹 Believes new luxury properties will boost average room rates. 📢 Overall Sentiment: The overall sentiment is Cautiously Optimistic"
@Muhammed_iq_bal on X 2025-07-25 12:33:56 UTC 1533 followers, XX engagements

"🔰 Latent View Analytics Ltd 🔹 Despite Q1 challenges strong conviction in achieving and potentially exceeding FY26 growth targets. 🔹 Expecting a significant bounce-back and strong performance in the current quarter. 🔹 Emphasizing integrated approaches GenAI and targeted segmental growth (BFSI). 🔹 Pleased with Decision Point integration and ongoing synergy benefits. 📢 Overall Sentiment: Positive"
@Muhammed_iq_bal on X 2025-07-23 18:37:26 UTC 1533 followers, XXX engagements

"📢 Zydus Lifesciences: Agenus stake boosts cancer therapy pipeline likely lifting stock value. #Acquisition"
@Muhammed_iq_bal on X 2025-06-09 18:41:46 UTC 1534 followers, XXX engagements

"🔰 Anthem Biosciences Ltd 🔹 Expressed optimism about future growth and maintaining strong margins. 🔹 Emphasized investing in new modalities and capacity expansion. 🔹 Highlighted greenfield Unit X project for 2028-29 growth. 🔹 Confident in benefiting from the "China Plus One" strategy. 📢 Overall Sentiment: Highly positive and optimistic"
@Muhammed_iq_bal on X 2025-07-22 18:29:24 UTC 1533 followers, 1718 engagements

"🔰 LTIMindtree Ltd 🔹 Confident about future growth margin improvement and achieving long-term revenue goals. 🔹 Driving transformational initiatives (sales AI Fit for Future). 🔹 Focused on large deals and value-accretive opportunities. 🔹 Views BFSI sector weakness as seasonal not structural. 📢 Overall Sentiment: Positive with a strong focus on future growth and strategic execution"
@Muhammed_iq_bal on X 2025-07-18 17:29:01 UTC 1534 followers, XXX engagements

"🔰 Aarti Drugs Ltd 🔹 Confident in achieving double-digit volume growth (10-15% in FY26 XX% in FY27) and revenue growth (aiming for XX% in FY26). 🔹 Expects 15-16% EBITDA margins due to better capacity utilization and stable gross margins. 🔹 EU registrations and USFDA approval open new regulated markets indicating future export growth. 🔹 Investing in greenfield projects (Saykha Salicylic Acid plant) for backward integration margin improvement and reduced volatility. 🔹 Acknowledges temporary hit from Pakistan issue but expects demand to return. 🔹 Notes that API price erosion has stopped."
@Muhammed_iq_bal on X 2025-07-22 12:30:33 UTC 1534 followers, XXX engagements

"🔰 Emcure Pharmaceuticals Ltd 🔹 Emcure partners with Sanofi to distribute major diabetes drugs. 🔹 Exclusive right to promote Sanofis Amaryl & Cetapin in India. 🔹 Emcure to boost diabetes drug sales nationwide reaching more doctors and patients. 🔹 Sanofi keeps making the drugs; Emcure handles market push. 🔹 No staff moves between companies a clean business partnership. 🔹 Deal could drive higher revenues and market visibility for Emcure stock. 🔹 Broader diabetes drug access positions Emcure as a key pharma player. 🔹 Emcure stock may see positive momentum from this strategic tie-up. 🔹"
@Muhammed_iq_bal on X 2025-07-16 21:49:01 UTC 1534 followers, XXX engagements

"🔰 United Breweries Ltd 🔹 Very positive about premium segment growth and Kingfisher's revival. 🔹 Prioritizing market share gains and overall double-digit growth. 🔹 Significant capex for capacity expansion (UP brewery) and coolers. 🔹 Acknowledges external policy challenges impacting overall volume recovery. 🔹 Expects sequential improvement not worried about short-term fluctuations. 📢 Overall Sentiment: Cautiously Optimistic"
@Muhammed_iq_bal on X 2025-07-24 18:47:59 UTC 1533 followers, XXX engagements

"🔰 Dixon Technologies Forms XXX Cr Joint Venture with Signify for Lighting Manufacturing #Incorporation"
@Muhammed_iq_bal on X 2025-07-13 15:36:56 UTC 1531 followers, XXX engagements

"📢 Rossari Biotech Ltd 🔹 Expecting better performance in the next three quarters focusing on yearly growth. 🔹 Targeting high double-digit revenue growth (10%+) for FY26. 🔹 Investing in capacity expansion and new product lines to drive future growth. 🔹 Core businesses showing strength despite challenges. 🔹 Expecting similar margins as last year with improvement from raw material stability. 📢 Overall Sentiment: Cautiously Optimistic"
@Muhammed_iq_bal on X 2025-07-22 16:02:12 UTC 1533 followers, XXX engagements

"🔰 HDFC Life Insurance Company Ltd 🔹 Growth: Cautiously optimistic expecting slightly lower than FY25 (18%) due to macro & base effects but maintaining focus on outperforming industry. 🔹 ULIPs: Actively managing ULIP share (currently XX% aiming for 30-35%) and striving for double-digit profitability. 🔹 Margins: Expecting optically stable margins (25%) but an underlying increase with investments back into business growth. 🔹 Priorities: Grow faster than industry maintain healthy VNB growth aligned with APE improve ULIP profitability invest in proprietary channels & tech. 📢 Overall"
@Muhammed_iq_bal on X 2025-07-16 20:04:38 UTC 1533 followers, XXX engagements

"India's FY26 Budget Highlights: 🔹 Central capex XX% to 11.21L cr 🔹 Top states boosting capex 17%+ 🔹 Gujarat leads at 95.5K cr (+36%) 🔹 Rajasthan 53.7K cr (+40%) 🔹 West Bengal 39.3K cr (+35%) 🔹 Roads: 2.72L cr allocated 🔹 Railways: 2.52L cr investment 🔹 New Greenfield Airport for Bihar 🔹 15K cr SWAMIH Fund II launched #Infrastructure"
@Muhammed_iq_bal on X 2025-07-22 04:20:00 UTC 1533 followers, XXX engagements

"🔰 DCM Shriram Future Capex Plans 🚀 🔹 52000 TPA Epichlorohydrin (ECH) Plant - Commissioning underway 🔹 XX MW Renewable Energy JV with JSW Renewables for Kota complex 🔹 Aluminium Extrusion Facility - Setup by FY26 🔹 Aluminium Chloride & Calcium Chloride Plant - Commissioning by FY27 🔹 XXX% Acquisition of HSCL - Forward integration into Epoxy & Advanced Materials (Expected Q2 FY26) 🔹 XX% Stake in DNV Global - Backward integration for Fenesta ✅ Completed #ChemicalIndustry"
@Muhammed_iq_bal on X 2025-07-22 09:26:18 UTC 1534 followers, XXX engagements

"India's Massive Growth + Insurance Gap = HUGE Opportunity 🔹 GDP: $3.5T $7T by 2030 🔹 Middle class: 91M 165M households 🔹 Life insurance: Only XXX% of GDP (vs global avg) 🔹 Pension market: Just X% of GDP 🔹 Retirement gap: $96T by 2050 📢 Young population + wealth growth = massive untapped market 📈"
@Muhammed_iq_bal on X 2025-07-21 13:59:46 UTC 1535 followers, XXX engagements

"🔰 Bank of Maharashtra 🔹 XX% profit surge XX% loan growth. 🔹 FY25-26: 6000 cr profit target 1200 cr tax write-back. 🔹 NIM at XXXX% CRR cut frees 3000 cr. 🔹 Focus on retail infra green finance; co-lending partners up to X. #Capex"
@Muhammed_iq_bal on X 2025-07-16 19:32:09 UTC 1534 followers, XXX engagements

"🚀 Glenmark's innovation pipeline looks promising 🔹 Ryaltris (respiratory) - already launched globally 🔹 Jabryus (dermatology) - launched in India 🔹 Winlevi (dermatology) - FY26 launch in Europe/UK/SA 🔹 Tevimbra (oncology) - launched in India 🔹 QiNHAYO (oncology) - FY27 launch in India/EM 📢 Peak sales target: $350-400M over 5-7 years #Pharma"
@Muhammed_iq_bal on X 2025-07-21 16:30:54 UTC 1535 followers, XXX engagements

"🔰 Angel One Ltd 🔹 Despite challenges pleased with X% revenue growth & XX% adjusted EBITDA growth. 🔹 Regulatory changes are "super helpful" in the long term making the ecosystem stronger. 🔹 Market has been "fairly resilient" despite short-term macro headwinds (geopolitics tariff talks). 🔹 Regulators are balancing consumer trust and market growth well. 🔹 Actively investing in new verticals like wealth management AMC and lending for future growth. 🔹 Expects adjusted EBITDA margins to increase from XX% to XX% by Q4. 🔹 Strong belief in India's macro fundamentals for the next 3-5 years (GDP"
@Muhammed_iq_bal on X 2025-07-24 13:34:09 UTC 1533 followers, XXX engagements

"🔰 AGI Greenpac announces major expansion into aluminum beverage cans 📊 Key Capex Numbers: 🔹 Total Investment: 1000 crore 🔹 Phase 1: XXX crore (by Q3 FY28) 🔹 Phase 2: XXX crore (by Mar 2030) Capacity Targets: 🔹 Total: XXX billion aluminum cans 🔹 Phase 1: XXX million cans 🔹 Location: Uttar Pradesh #Capex"
@Muhammed_iq_bal on X 2025-07-22 09:12:19 UTC 1532 followers, XXX engagements

"🔰 Supreme Industries Ltd 🔹 Confident in achieving full-year targets. 🔹 Expects better Q2 volumes and strong overall demand. 🔹 Believes prices have bottomed out and could rise with ADD. 📢 Overall Sentiment : Cautiously Optimistic:"
@Muhammed_iq_bal on X 2025-07-25 09:33:05 UTC 1533 followers, XX engagements

"🔰 Dixon Technologies (India) Ltd 🔹 Confident: Management expresses strong confidence in the strategic acquisitions and joint ventures. 🔹 Growth-Oriented: Focused on expanding capabilities increasing value addition and driving revenue growth across mobile and lighting segments. 🔹 Optimistic on Margins: Expects significant margin expansion from component manufacturing. 🔹 Strategic Backward Integration: Emphasizes reducing import dependence and localizing key components. 🔹 Leveraging Government Schemes: Acknowledges the benefits of PLI and ECM schemes. 📢 Overall Sentiment: Highly Positive"
@Muhammed_iq_bal on X 2025-07-18 16:40:58 UTC 1533 followers, XXX engagements

"🔋 Himadri's LiB Growth Strategy: 🔹 Li-ion battery demand surging XX% annually 4700 GWh by 2030 🔹 India's EV penetration jumped to XXX% in FY2025 (vs XXX% in FY2024) 🔹 Major OEMs like Tata launching premium EVs; Tesla & BYD eyeing India entry 🔹 ESS demand rising with India's XXX GW renewable energy goal #EV"
@Muhammed_iq_bal on X 2025-07-21 15:53:26 UTC 1534 followers, XXX engagements

"🔰 NTPC Green Energy Ltd 🔹 Cabinet clears 20000 Cr Capex boost for NTPC Green Energy to speed up renewables drive. 🔹 New investment limit up from 7500 Cr means more faster project launches. 🔹 Target: XX GW green power by 2032 (from X GW now). Thats a 10x growth dream in X years. #Capex"
@Muhammed_iq_bal on X 2025-07-18 14:46:01 UTC 1534 followers, XXX engagements

"🔰 Bandhan Bank Ltd 🔹 Acknowledges current challenges (MFI pain margin pressure) but outlines clear strategies for improvement. 🔹 Confident in moving towards a more balanced secured loan book. 🔹 Provides specific growth and efficiency targets for the future. 📢 Overall Sentiment: Neutral to slightly positive"
@Muhammed_iq_bal on X 2025-07-22 14:39:24 UTC 1532 followers, XXX engagements

"🔰 Senco Gold Ltd. 🔹 Strong growth targets (revenue profit stores diamond sales). 🔹 Clear future plans and diversification strategy. 🔹 Expects stabilization in margins and traction in new segments. 🔹 Acknowledges potential volatility in gold prices (Q2 FY26). 📢 Overall Sentiment: Positive. #Jewellery"
@Muhammed_iq_bal on X 2025-07-21 17:57:36 UTC 1531 followers, XXX engagements

"📢 Pidilite Industries Ltd Growth: Confident in sustaining double-digit volume growth; B2B mid-teen growth for X quarters. Urban Demand: Optimistic about urban recovery driven by construction & govt spending. Paints (Haisha): Steady progress in X states but national rollout timeline unclear. Margins: Committed to 20-24% margin band despite higher ad spends. 💡 Overall Sentiment: Positive with strong growth outlook tempered by cautious paints expansion and geopolitical risks. #Chemical"
@Muhammed_iq_bal on X 2025-05-09 16:15:37 UTC 1532 followers, XXX engagements

"🔰 PNB Housing Finance Ltd 🔹 Confident: On NIMs growth and asset quality. 🔹 Optimistic: About surpassing growth targets. 🔹 Strategic: Shifting focus to higher-yield segments. 📢 Overall Sentiment: Positive"
@Muhammed_iq_bal on X 2025-07-24 11:22:55 UTC 1533 followers, XXX engagements

"🔰 Elecon Engineering Company Ltd Export: 🔹 Current State: XX% export share in Q1 FY26. 🔹 Target: XX% export share by FY 2030. Total Capex Budget (FY26-FY28): 🔹 INR XXX crores is budgeted over a 3-year period for the Gear division. 🔹 Additional INR XX crores of capex is planned for the MHE division in the current fiscal year (FY26). Revenue Guidance for FY26: 🔹 Total revenue guidance stands at approximately INR 2650 crores excluding one-time arbitration income. 🔹 The Material Handling Equipment (MHE) division is expected to generate around INR XXX crores in revenue during FY26. New"
@Muhammed_iq_bal on X 2025-07-19 18:48:57 UTC 1537 followers, XXX engagements

"🔰 Indian Renewable Energy Development Agency Ltd 🔹 High confidence in asset quality and future growth. 🔹 Belief in successful QIP completion & NPA resolution. 🔹 Clear focus on renewable energy and maintaining asset mix. 🔹 Views challenges like NPAs as temporary. 📢 Overall Sentiment: Bullish"
@Muhammed_iq_bal on X 2025-07-22 11:12:06 UTC 1533 followers, XXX engagements

"🔰 Coforge Ltd 🔹 Confident about future performance. 🔹 Strong emphasis on revenue growth and large deal wins. 🔹 Expecting significant improvement in EBIT margins. 🔹 Aiming to achieve financial targets earlier than initially planned. 📢 Overall Sentiment: Very positive and confident"
@Muhammed_iq_bal on X 2025-07-25 12:43:59 UTC 1533 followers, XX engagements

"🔰 PTC India Ltd 🔹 Management is optimistic about HPX's ability to gain significant market share. 🔹 They believe competition is good for the market and customers. 🔹 Focused on leveraging technology and service to differentiate. 📢 Overall Sentiment: Bullish"
@Muhammed_iq_bal on X 2025-07-25 09:59:34 UTC 1533 followers, XX engagements

"🥛 India's dairy boom 📈 🔹 Market size jumped from $107B to $227B (FY21-FY30F) 🔹 World's largest milk producer (23% global share) 🔹 Production growing steadily with rising per capita consumption 🔹 Only XX% organized vs XX% in developed nations = huge growth potential #DairyIndustry"
@Muhammed_iq_bal on X 2025-07-22 03:36:00 UTC 1534 followers, XX engagements

"🔰 Aegis Logistics (AEGISLOG) Co. executed a Framework Agreement with CRL Terminals Pvt Ltd to sell specialized storage terminal assets for INR XXXXX Cr. CRL Terminals is a wholly-owned subsidiary of Aegis Vopak Terminals Ltd where Aegis Logistics is a promoter. 📢 Impact on stock: Potential cash inflow and asset optimization. #Logistics"
@Muhammed_iq_bal on X 2025-06-21 06:33:35 UTC 1534 followers, XXX engagements