[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@EquityInsightss "I will explain why P/E is not the right metric to value companies in these sectors🔖 Real Estate QSR New Age Hospitals/Hotels Cements Utilities (Asset-heavy models) If you only look at the P/E ratio youll never be able to investyou will miss a lot of good stories Lets start with Real Estate🌇 Real Estate companies are not valued on the basis of P/E mainly due to accounting policies Most of them follow the projectcompletion method so REV recognition only occurs at handover - Todays P&L reflects REV booked over the past few years - Todays PreSales figures will be converted into future P&L"
@EquityInsightss on X 2025-07-19 07:30:09 UTC 47K followers, 23.9K engagements

"Axis Bank Weak Set🟥 Fresh slippages up XX % QoQ 8200 Cr Loan loss provisions 3900 Cr up XXX % QoQ PCR down to XX % (92 % including technical writeoffs) from XX % / XX % in Q4 Growth Slowing Down Advance🔼8 % 1059724 Cr Deposits🔼9 % 1161615 Cr NII🔼1 % 13560 Cr Core operating profit🔼5 % 10095 Cr PAT 🔽4 % YoY 🔽18 % QoQ 5806 Cr"
@EquityInsightss on X 2025-07-18 06:48:02 UTC 46.9K followers, 4076 engagements

"AMCs Peer Benchmarking Mutual fund quarterly average AUM (QAAUM) as of March 2025 REV & PAT FY21-25"
@EquityInsightss on X 2025-07-21 06:53:25 UTC 47K followers, 10.5K engagements

"Weak Earnings Post earnings reaction tomorrow 🫠 Valuations expensive CDSL & Zen Tech"
@EquityInsightss on X 2025-07-27 08:03:49 UTC 47K followers, 9348 engagements

"@giga_chad192003 Yes I just wanted to share why markets are giving such high valuations & the future potential of eternal"
@EquityInsightss on X 2025-07-22 05:47:07 UTC 46.9K followers, XX engagements

"Several Post Earnings Reaction Blue Jet🔻9% Sky Gold🔻5% despite good results AB Real Estate Aurionpro Idea Forge among top losers"
@EquityInsightss on X 2025-07-23 08:09:26 UTC 47K followers, 15.4K engagements

"Water purifier industry is expected to grow at a XX% CAGR Key Players - Eureka Forbes (Aquaguard AquaSure) - Kent RO Systems - Livpure - Pureit - Native by Urban Company - Atomberg (Intellon) recently launched is getting a good response Competition is heating up Seeing a lot of Native & Aquaguard ads on TV"
@EquityInsightss on X 2025-07-13 11:27:24 UTC 46.9K followers, 7902 engagements

"Prestige Estates - Pre-Sales & Annuity Portfolio in Charts FY26 Guidance - PreSales 2500027000 Cr XX% Cr Q1 crossed 12000 Cr On track to surpass guidance src : Antique"
@EquityInsightss on X 2025-07-10 05:31:09 UTC 46.9K followers, 4748 engagements

"Varun Beverages & Aditya Vision 🔻34-40 % below their recent highs due to weak summer Unseasonal rains have softened peak season demand for both beverages & cooling appliances"
@EquityInsightss on X 2025-06-19 07:26:08 UTC 47K followers, 21.1K engagements

"Big money is made in small companies that go big by capturing more Market Share Gaining Market Share means If Industry growth is XX % company must grow at least XXXX (i.e. XXXXXX %) to gain share Few Eg of co's consistently gaining market share: Polycab India Shelter Bajaj Finance Kalyan Jewellers V2Retail Trent Indian Hotels Max Estates PGEL Persistent APL Apollo ACE Tips etc. Companies that consistently outgrow their peers deserve premium valuations large & expanding TAM provides room for rapid growth"
@EquityInsightss on X 2025-07-19 08:09:39 UTC 47K followers, 23K engagements

"Peers Benchmarking of Asset Management Co's ICICI Pru v/s HDFC v/s Nippon Life v/s Aditya Birla v/s UTI AMC"
@EquityInsightss on X 2025-07-21 07:55:34 UTC 46.9K followers, 5947 engagements

"Keep A/C stocks in watchlist RAC industry growth to be impacted given last years heatwave driven high base Epack results were weak peers likely to report similar trends Valuations are elevated can get better entry points AC penetration in India is extremely low offering huge runway of growth"
@EquityInsightss on X 2025-07-20 06:16:07 UTC 47K followers, 16.3K engagements

"NSDL sets price band 760800 per share Unlisted NSDL shares peaked at 1275 Now trading around 1025 (22% discount to grey market valuation) At 800/share Market cap would be 16000 Cr Did PAT of XXX Cr in FY25 Coming on 46x FY25 earnings looks expensive Pure offer for sale aiming to raise 4011 Cr Becareful of buying shares in unlisted market img src : unlistedzone"
@EquityInsightss on X 2025-07-26 10:41:24 UTC 47K followers, 10.1K engagements

"Macrotech Developers (Lodha) Pre Sales CAGR (FY21-25) : XX % CAGR Long Term Guidance - Pre Sales CAGR : XX % (FY25-31) - Annuity Income : 1500 Cr by FY31 - XX % RoE with XXX D/E Solid Deleveraging D/E Reduced 0.2x vs 3.5x Net Debt 4000 Cr vs 16000 Cr"
@EquityInsightss on X 2025-04-25 07:52:52 UTC 47K followers, 4645 engagements

"Strong Growth from Cable & Wire Co's - Polycab - KEI Ind - Havells Havells - C&W segment27% Overall REV6% due to unseasonal rains & shorter summer hitting consumer durable demand Lloyd consumer H1CY25 REV flat YoY due to weak summer"
@EquityInsightss on X 2025-07-23 05:47:57 UTC 46.9K followers, 5119 engagements

"Sharp De-Rating in Newgen Software P/E have come down to 41x from peak of 81x Management expect Pickup in H2 pipeline remains healthy keep on radar"
@EquityInsightss on X 2025-07-21 15:47:23 UTC 47K followers, 13.7K engagements

"Problem with Banks Most are facing NIMs compression & increase in provisions impacting PAT Only ICICI Banks seems to be growing EPS at mid teens This is why avoiding banks when credit growth has also slowed down NBFCs look much better placed Few of them growing 25-30% while maintaining asset quality"
@EquityInsightss on X 2025-07-27 06:58:31 UTC 47K followers, 6377 engagements

"Solid Results so far✅ - Waaree Renewable Tech - Amal - SW Solar - Tanfac - Le Travenues - Polycab - Oriental Hotels - Indian Hotels - Vimta Labs - Elecon Eng - HDFC AMC - Rallis India - Swaraj Engine - ITC hotel - Onward Tech Keep on radar Not a buy/sell reco"
@EquityInsightss on X 2025-07-17 15:00:03 UTC 47K followers, 28.6K engagements

"Jewellery Stocks buzzing today🟩 Sector expected to reach XXXX trn by FY28E (16 % CAGR over FY2428E) Organised players will outgrow the market few players will continue to maintain 20%+ growth led by double digit store count addition Many are in the 1-1.5 PEG ratio on fwd basis"
@EquityInsightss on X 2025-07-17 07:12:30 UTC 47K followers, 9430 engagements

"Markets are appreciating Credit Accesss forward guidance & commentary🟩 Record disbursements in Q1: 5458 Cr22% PAR 15+ monthly accretion decreased from XXXX% (Nov 24) to XXXX% (Jun 25) GLP growth target: 1418% NIM: 12.612.8% Credit cost: 5.56.0% (peaking in H1; moderating in H2) ROA: 2.93.4% (low in H1 due to writeoffs; XXX% in H2) ROE: 11.813.3% (steadystate XX% in H2) PAT XX Cr (85% YoY) was impacted by higher provisions & writeoffs GNPA XXXX% & PAR 90+ XXXX% both down slightly from the prior quarter Delinquencies remained elevated through H1 as vintage stress unwinds PAR 0+ steadily"
@EquityInsightss on X 2025-07-23 09:17:12 UTC 46.9K followers, 5440 engagements

"Polycab - Strong Set Q1FY26 REV🔼26% 5906 Cr EBITDA🔼47% XXX Cr PAT🔼49% XXX Cr Margin 🔼210 bps to XXXX% Growth driven by sustained demand across core sectors Domestic business up XX% YoY Cables outperformed wires International business grew XX% on lowbase accounts for XXX% of Total REV Margin expansion aided by strategic price adjustments & operating leverage"
@EquityInsightss on X 2025-07-17 09:37:01 UTC 46.9K followers, 8298 engagements

"CDSL v/s NSDL India has over XX Cr demat accounts CDSL holds XX Cr (4 NSDL) NSDL manages XXX Lakh Cr AUC (6.5 CDSL) CDSL is retail focused NSDL focuses on Institutions src badjate"
@EquityInsightss on X 2025-07-24 06:00:32 UTC 47K followers, 11.2K engagements

"MPS : Post Results Reaction🟥 Q1 FY26 REV🔼3% XXX Cr PBT🔼37% XX Cr PAT🔼36% XX Cr Margins expanded YoY Higher other income X Cr vs X Cr"
@EquityInsightss on X 2025-07-18 07:48:04 UTC 47K followers, 7591 engagements

"@investincfin This is the reason not comfortable with very high P/E stocks Any slowdown can lead to sharp de rating On fwd basis trading close to 90x"
@EquityInsightss on X 2025-07-25 10:53:39 UTC 47K followers, XXX engagements

"Bajaj Finance : Decent Set Weak Commentary on Asset Quality Q1FY26 AUM🔼25% - 441450 Cr NII🔼22 % 10227 Cr NTI🔼21 % 12610 Cr PPOP🔼22 % 8487 Cr PAT🔼22 % 4765 Cr New loans booked XXXXX Mn (Q1 FY25: XXXXX Mn) FY26 target XX Mn Customers added XXXX Mn Franchise XXXXXX Mn (Crosssell base XXXXX Mn) ROE - XX% ( vs XXXX% YoY) Opex / NTI improved to XXXX% (33.3%) Consumer leverage remains an area of concern Slight deterioration in Asset Quality both YoY & QoQ - GNPA XXXX % NNPA XXXX % Long-term guidance: - GNPA 1.21.4%; NNPA 0.40.5% loan losses & provisions🔼26 % 2120 Cr X & X Wheeler finance: AUM"
@EquityInsightss on X 2025-07-25 08:27:33 UTC 47K followers, 8405 engagements

"Blue Jet becomes Red Jet🟥 post results🙃"
@EquityInsightss on X 2025-07-22 07:29:45 UTC 47K followers, 49.9K engagements

"Thyrocare Strong Set continues Q1FY26 REV🔼23% XXX Cr PBT🔼49% XX Cr PAT🔼60% XX Cr Operating leverage in play Best among diagnostics pack✅"
@EquityInsightss on X 2025-07-23 10:18:10 UTC 47K followers, 7673 engagements

"@Spursofficial_1 Yes I know Typically Annuity Portfolio gets 12-15X multiple so it comes around 2000 Cr"
@EquityInsightss on X 2025-07-17 08:02:45 UTC 47K followers, XXX engagements

"Colgate🔻 XX% from highs Was considered a safe stock even during Covid it hardly fell Q1 FY26 REV contraction: - REV X% YoY Quarterly trends: +13.1% +10.1% +4.7% XXX% XXX% Growth consistently coming down Category is already fully penetrated At best can deliver high single digits XX year REV CAGR: just X% 5/3 year REV CAGR: X% P/E has fallen from peak of XX to XX PEG ratio: X (still looks very expensive) FMCG are no longer defensive"
@EquityInsightss on X 2025-07-23 05:22:44 UTC 47K followers, 6287 engagements

"Dynamic Cables : Good Set👍 REV - XXX Cr🔼26 % EBITDA - XX Cr🔼23 % PAT: XX Cr🔼57 % Higher Other Inc & lower Int cost boosted PAT Order book: XXX Cr vs XXX Cr YoY Net debt: XX Cr Capex: New plant machines in transit Commissioning on track in H2 FY26 Strong domestic power distribution & renewables demand & robust order book to drive sustained growth"
@EquityInsightss on X 2025-07-23 07:51:13 UTC 47K followers, 5546 engagements

"Earnings Season Sectoral Summary #Q4FY25 Lot of companies delivered blockbuster earnings🔥 Lot of Action in Mid/SmallCap💹 Strong Results: - Financials - Housing Finance Select NBFC's - Few Auto Ancillaries (Lumax Lumax Auto Gabriel Fiem.) - Pharma - CRDMO API - Capital Markets (Exchanges MFD Asset & Wealth M) - Recycling & few in Water Treatment (Va Tech Enviro Infra.) - Capital Goods (PEB Turbines & Generator Industrial Gears & Equipment's Compressors etc) - Real Estate Co Working - EMS - B2B Jewellery Jewellery & Value Retailers - Renewables EPC (Cashflow concerns) - Power - T&D W&C"
@EquityInsightss on X 2025-05-31 10:48:10 UTC 47K followers, 83K engagements

"Dixon Tech What tailwinds look like (Best EMS play) XX Year REV CAGR: 42%🤯 FY26 can cross 55K Cr in REV (40-45% YoY) Crossed MarketCap 101000 Cr (2.5x size of near competitor) Felt valuations were high couldnt maintain the growth at a high base Kept underestimating it kept on delivering🙃"
@EquityInsightss on X 2025-07-25 10:48:07 UTC 47K followers, 6151 engagements

"📌Return On Equity (RoE) Key metric for Equity Investors Everything you need to know ✅ROE = Net Profit Shareholder's Equity Shareholders Equity = Total Assets Total Liabilities (a.k.a. Net Worth / Book Value) Shows profit generated per rupee of equity Higher ROE more efficient at creating shareholder returns Varies by sector so best compared among peers in the same industry Factors that can distort ROE Oneoff gains (asset revaluations extraordinary income) can temporarily inflate ROE Equity issuance like QIP dilutes ROE RoE be boosted by higher financial leverage or share buybacks Intangible"
@EquityInsightss on X 2025-07-13 06:50:16 UTC 47K followers, 12.3K engagements

"Hotels Peer Comparison ITC & Indian Hotels trades at most premium valuations 35x EV/EBITDA Sweet spot in the range of 15-25x where EBITDA can grow in high teens otherwise it becomes a value trap"
@EquityInsightss on X 2025-07-27 06:44:58 UTC 47K followers, 6677 engagements

"NBFC's in pressure after weak Management Commentary on Asset Quality by Bajaj Finance Credit Cost to be elevated in X &3 wheeler MSME verticals Presents a good opportunity to accumulate NBFC's those who are managing Asset Quality well Few I like consistently doing well both in growth & asset quality These are my my tracking universe Not a reco to buy/sell hold few"
@EquityInsightss on X 2025-07-25 08:34:25 UTC 47K followers, 13.3K engagements

"Solid Results so far (2)✅ - Blue Jet - EFC - Senores Pharma - Sambhv Steel - Coforge - Sky Gold - Borosil Ren - Pondy Oxide - KEI Ind - Thyrocare - Force Motors - Persistent Systems - Motilal Oswal - Schloss Bangalore Keep on radar Not a buy/sell reco"
@EquityInsightss on X 2025-07-25 06:03:41 UTC 47K followers, 30.7K engagements

"Persistent Systems : Keeps on delivering👏 21st consecutive quarter of QoQ growth Amazing consistency Q1FY26 REV🔼22% 3334 Cr EBIT🔼35% XXX Cr PAT🔼39% XXX Cr Persistent one side peers another side"
@EquityInsightss on X 2025-07-23 16:34:47 UTC 47K followers, 8979 engagements

"Quality Power FY26 Guidance - REV Target XXX XXX Cr (vs XXX Cr in FY25) - PAT Margins 16-18% Order book of XXX Cr on hand 1000 Cr+ bid pipeline for high visibility At peak can achieve 2000 Cr in X years Valuations are looking stretched Can do PAT: 120-150 Cr as per guidance Do look at exit P/E"
@EquityInsightss on X 2025-07-17 08:40:40 UTC 47K followers, 8717 engagements

"Force Motors XX bagger in last X years🤯 What a wealth creator"
@EquityInsightss on X 2025-07-24 04:25:33 UTC 47K followers, 49K engagements

"CDSL Weak🟥 REV🔼1 % XXX Cr 🔼15% QoQ PBT🔽13 % XXX Cr 🔼19% QoQ PAT🔽24 % XXX Cr 🔼2% QoQ Other Income : XX Cr vs XX Cr YoY Segments REV Depository Activity🔼12 % XXX Cr Data Entry & Storage🔽37 % XX Cr Repository🔼26 % X Cr Segments PBT Depository Activity EBIT🔽7 % XXX Cr Data Entry & Storage EBIT🔽65 % XX Cr Repository loss (2 Cr) same YoY Very expensive valuations when the business is not growing In 2020 annual PAT was XXX Cr; it doubled to XXX Cr in 2021 & doubled again to XXX Cr in 2024 Current quarterly PAT has come down to XXX Cr (Annualized at XXX Cr) P/E close to XX Even if"
@EquityInsightss on X 2025-07-26 08:59:29 UTC 47K followers, 12.9K engagements

"Most IT Co's undergoing severe correction Valuations reverting back towards XX year median All biggies TCS Infy HCL Wipro Tech M guidance at low single digit ER&D players also facing headwinds KPIT Tata Tech LTTS Tata Elxsi Growth has slowed down for most (Excluding outliers: Persistent Coforge)"
@EquityInsightss on X 2025-07-24 09:23:32 UTC 47K followers, 13.9K engagements

"Goodluck India Q1FY26 snapshot REV8% - XXX Cr EBITDA23% - XX Cr EBIT20% - XX Cr PAT17% - XX Cr EBITDA Margins : XXX % (+123 bps) PAT growth lower due to high Dep & Int Cost Volume12% - 112741 MT Outlook: Double digit REV growth with margin expansion in FY26 X manufacturing plants (Uttar Pradesh & Gujarat) 500000 MTPA total capacity (285000 MTPA high margin) Key segments: Engineering structures forging precision & auto tubes CR coils/pipes Hydraulic tubes plant (Bulandshahr) commissioned in Jan XX Added solar support structure capacity As Defence contribution increases it will lead to"
@EquityInsightss on X 2025-07-23 06:38:16 UTC 46.9K followers, 4403 engagements

"India & the four EFTA states (Iceland Liechtenstein Norway Switzerland) finalized the Trade and Economic Partnership Agreement (TEPA) after XX years of talks🔥 It is the first deal in which India receives an investment commitment from the EFTA states🔥 Commerce Minister Piyush Goyal on XX July said that TEPA will come into force on X October 2025 EFTA pledges $ XXX bn of FDI into India over XX years ($50 bn in the first XX years $XX bn in the next X years) Aimed at creating one million direct jobs EFTA removes duties on XXXX % of its tariff lines India cuts duties on XXXX % of its lines"
@EquityInsightss on X 2025-07-20 05:34:52 UTC 47K followers, 5183 engagements

"Stay adequately diversified own at least 2025 stocks across sectors An Event can wipe out even XX% in a single day No single event should derail your portfolio Risks can arise any time anywhere in any form"
@EquityInsightss on X 2025-07-24 06:46:13 UTC 47K followers, 7554 engagements

"PEB Sector Peer Comparison Financials & key parameters M&B Engineering Pre-Engineered Buildings (PEB) Co getting listed soon"
@EquityInsightss on X 2025-07-26 11:00:26 UTC 47K followers, 10K engagements

"Weak Results from HFCL as expected Management has guided for 25-30% REV growth for FY26 Margins to revert back to FY24 levels (7 % PAT margins) Growth anticipated to start from Q2FY26 as deliveries start Next quarter will be crucial"
@EquityInsightss on X 2025-07-25 10:04:17 UTC 47K followers, 5635 engagements

"Oberoi Realty - Future Outlook Presales to clock XX% CAGR over FY2527E rising from XX b in FY25 to XXX b by FY27 Annuity portfolio Rental income from office & retail assets to grow at XX% CAGR over FY2527E reaching XX b by FY27 Collections & Cash flows: - Residential collections to rise at XX% CAGR to XX b by FY27 - Operating cash flow to clock XX% CAGR to XX b by FY27 Lease rentals from commercial portfolio to post XX% CAGR to X b by FY27 Key growth triggers Robust launch pipeline: new towers in Borivali Goregaon Forestville; projects in Gurugram Adarsh Nagar Worli Tardeo. Alibaug land in"
@EquityInsightss on X 2025-07-16 08:23:00 UTC 46.9K followers, 3859 engagements

"We are undergoing a corrective phase after a good rally Earnings season has been mixed so far (a lot of good results as well as some negative surprises also) Most results are getting sold into Valuations are cooling off Looks like a lot of opportunities to come as more earnings come Maintaining some cash to deploy Keep a list handy to capitalise"
@EquityInsightss on X 2025-07-25 05:52:01 UTC 47K followers, 8714 engagements

"Top XX Companies which grew REV at fastest rate Garuda Constructions XXX% Waaree Renewables XXX% Vintage Coffee XXX% Amal XXX% Blue Jet Health XXX% Manorama Industries XXX% EFC XXX% Dixon Technologies XX% Sterling & Wilson XX% Tanfac Industries XX% Le Travenues XX% Senores Pharma XX% Eternal Ltd XX% Sambhv Steel XX% ACME Solar Holdings XX% eMudhra XX% Coforge XX% Sky Gold XX% Coromandel Int XX% Sai Silks XX% Krishana Phoschem XX% Borosil Renewables XX% Pondy Oxides XX% Home First Finance Only for study purposes few trading at extremely rich valuations Not a buy/sell reco"
@EquityInsightss on X 2025-07-27 14:46:55 UTC 47K followers, 7438 engagements

"Story of most FMCG Co's Growth isn't coming sky high valuations Disaster from DAM Capital❗"
@EquityInsightss on X 2025-07-23 16:18:18 UTC 47K followers, 8706 engagements

"Kalyan Jewellers Solid Quarterly Update🟢 Q1FY26 : REV Growth🔼31 % India Operations - Growth XX % - SSSG XX % - Showrooms added XX Candere - REV Growth🔼67% - Showrooms added X Middle East - Growth XX % Contribution of International Operations XX % - Showrooms added X in US Total No. of showrooms XXX XXX : Kalyan India XX : Kalyan Middle East X : Kalyan US XX : Candere On track to open XXX showrooms for FY26 Senco Gold also reported strong quarterly update REV Growth🔼28% SSSG XX% Valuation gap b/w Kalyan & Senco is huge now Senco can rerate from here if the performance continues Strong"
@EquityInsightss on X 2025-07-07 06:26:56 UTC 46.9K followers, 4014 engagements

"Solid Results from EFC Q1FY26 - REV🔼115% XXX Cr - PBT🔼209% XX Cr - PAT🔼196% XX Cr"
@EquityInsightss on X 2025-07-24 07:40:40 UTC 47K followers, 6236 engagements

"ITC Hotels : Valuations & Future Outlook Q1FY26 REV🔼16% XXX Cr EBITDA🔼19% XXX Cr EBITDA margin🔼85 bps XX% PAT🔼53% XXX Cr Occupancy🔼275 bps - XX% RevPAR🔼13% - 7900 ADR🔼9% XX% RevPAR Premium over Industry Total Portfolio: XXX hotels operational with 13300+ keys Mix by Keys Owned : XX% Managed : XX% Target: XXX operational hotels & 20000+ keys by FY30 Mix Target by Keys Owned : XX% Managed : XX% Focussing on AssetRight growth model 2.5x growth targeted in Management Fees by FY30 XX hotels in pipeline with 5300+ keys Q1 signings: X hotels (700 keys) across X cities XX hotels signed & 25"
@EquityInsightss on X 2025-07-17 06:52:39 UTC 46.9K followers, 10.6K engagements

"Precision engineering companies serving critical sectors like aerospace automotive energy & defence Valuations summary src Antique"
@EquityInsightss on X 2025-07-18 13:17:41 UTC 47K followers, 11.6K engagements

"🌆Macrotech Developers - Surpasses FY25 guidance FY26 Guidance - Pre Sales: 21000 Cr🔼19% - OCF: 7700 Cr🔼17 % - New Project Additions: 25000 Cr FY25 - Pre Sales🔼21 % - 17630 Cr - Collections🔼29 % - 14490 Cr - OCF : 6600 Cr - Business Development - 23700 Cr Embedded EBITDA Margins : XX % Launches : XXX MSF (13700 Cr) Average Price growth : X % NetWorth : 20250 Cr Pro-forma P&L FY25 - Pre Sales - 17630 Cr - Embedded EBITDA - 5900 Cr (Margins : XX %) - Embedded PAT - 3840 Cr (Margins : 22) - RoE : XX % Pro-forma P&L EFY26 - Pre Sales - 21000 Cr - Embedded EBITDA - 6930 Cr - Embedded PAT -"
@EquityInsightss on X 2025-04-25 08:19:44 UTC 47K followers, 9382 engagements

"Selling continues in DreamFolks & Protean eGov 🔻 I know some people are still waiting for their buy price to return This is a very bad mindset Exit & move on Mistakes happen; cut your losers ride your winners If you do the opposite you lose money If things recover fundamentally we can buy again This is why active tracking is so important Emotional attachment leads to disaster Have a clear written thesis before buying a stock; if it breaks exit"
@EquityInsightss on X 2025-07-22 09:45:52 UTC 47K followers, 17K engagements

"Interesting case study on Can Fin Homes 🔖 Share price rose over 22x in X years from XX to XXX (during FY13-17 phase) FY1317: Highgrowth phase - AUM grew at XX % CAGR: 4016 13313 Cr - PAT grew at XX % CAGR: XX XXX Cr Share price peaked in June 2017 after which growth began to moderate P/B ratio climbed from below 1x in 2013 to 78x at its peak FY1725: Moderating growth - AUM grew at XX % CAGR: 13313 38217 Cr - PAT grew at XX % CAGR: XXX XXX Cr Last X years growth have come down to XX% Stock has been derated to 2x P/B Unless growth accelerates not an attractive bet Current AUM is close to 39000"
@EquityInsightss on X 2025-07-19 17:35:10 UTC 47K followers, 10.1K engagements

"@suryachaudhary1 CDMO is lumpy Can't compare QoQ basis"
@EquityInsightss on X 2025-07-22 13:56:40 UTC 46.9K followers, XXX engagements

"If you have found a winning stock let it run Do not make the mistake of exiting early One winning stock with a decent allocation can change your life That's the power of equities unlimited upside potential max downside is limited to the amount invested Never underestimate the potential That is why I love investing in stocks"
@EquityInsightss on X 2025-07-26 15:24:59 UTC 47K followers, 7764 engagements

"APL Apollo🔻9 % Reduced Guidance - FY26 volume growth is now pegged at 1015% (vs. prior 1520%) - Volumes🔼10% (Weak Q1) - EBITDA/ton expectations 46005000 FY26E - Volume XXXX Mt (1015% growth) - EBITDA for FY26 1700 Cr 15-20% growth in FY27 on low base with expansion in EBITDA/ton OCF/EBITDA Conversion : 95%+ Close to 25-26x on FY26 basis"
@EquityInsightss on X 2025-07-25 09:48:31 UTC 47K followers, 6324 engagements