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@sourabhwadhwa22
"RITES has been awarded a Letter of Intent by BEL worth approximately XXXXXX crore to handle: Design Project Management Consultancy (PMC) Construction of a mass manufacturing facility for Electronics and Components SBU at BELs plant in Palasamudram Andhra Pradesh The contract is being executed on a costplus basis and is planned for completion within XX months"
@sourabhwadhwa22 on X 2025-07-26 12:37:28 UTC XXX followers, XX engagements
"As tensions rise in the South China Sea & ASEAN fractures deepen India is quietly stepping up ties with Vietnam & Philippines. This isnt just diplomacy its a hedge for supply chains defence exports & investment flows. 📈 Watch Indian defence & infra stocks. #GeoPolitics #IndiaChina #ASEAN #DefenceStocks #EmergingMarkets #SupplyChain" @sourabhwadhwa22 on X 2025-07-26 07:25:09 UTC XXX followers, XX engagements
"📌 PETRONET IN FOCUS 🗣 Concall Key Takeaways: No major geopolitical risks seen affecting long-term LNG costs Expects demand recovery to strengthen in next quarter Dahej LNG terminal throughput up XX% QoQ in AprJun Signs of stabilizing operations + demand optimism = Stock to watch closely 👀 #PetronetLNG #NaturalGas #ConcallHighlights #LNG #EnergyStocks #IndianMarkets" @sourabhwadhwa22 on X 2025-07-28 06:46:39 UTC XXX followers, XX engagements
"🏦 JAMMU & KASHMIR BANK: Q1 RESULTS 📈 Net Profit: 4.8B vs 4.15B (YoY) 📈 Revenue: 32.7B vs 29.94B (YoY) 💰 Solid growth in both topline & bottomline J&K Bank keeps the momentum alive Would you bet on PSU banks in FY26 👀 #JKBank #Q1Results #BankingStocks #Earnings #Smallcaps #PSUBanks #IndianMarkets #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-25 15:22:34 UTC XXX followers, XXX engagements
"HCL Technologies Limited HCLSoftware partners with the Swiss Network in India via a strategic MoU to pioneer GovTech solutions focusing on digital transformation and innovation. MCap: 415869.18 Cr. CMP: 1532.5 #HCLTECH #Breaking #FlashStox #StockMarket" @sourabhwadhwa22 on X 2025-07-21 06:38:39 UTC XXX followers, XX engagements
"💥 DHANI SERVICES Q1 FY25 💥 ✅ Net Profit: 65.6M vs Loss 826M (YoY) 📉 Revenue: 859M vs 1.07B (YoY) 📌 Massive turnaround despite revenue dip profit after heavy losses last year Efficiency play #Dhani #Earnings #Q1Results #IndianMarkets #Turnaround #StocksToWatch" @sourabhwadhwa22 on X 2025-07-25 12:01:35 UTC XXX followers, XXX engagements
"@AI_Feb21 Asset Management Sounds like the Asset Management (Mutual Fund) industry 👀 Steady SIPs rising retail participation and strong AUM growth true compounding at work Am I close 😉" @sourabhwadhwa22 on X 2025-07-26 19:01:28 UTC XXX followers, XX engagements
"🚨 Top Companies Setting Bold Targets After Q1FY26 Results 🧵 X Mahindra Lifespace 10000 Cr sales target by FY27 Focus: Luxury housing industrial clusters Plans 3x growth from FY24 base Leveraging tech + execution excellence X Trident 10000 Cr revenue ambition Strategy: Premium textiles AI ESG and exports Going digital-first in retail & global branding X HAL Mega Tejas Mk1A deal (97 jets) to close by end-2025 Total fleet to hit XXX fighters by 2031 Production ramp-up to XX jets/year Strengthens Indias aerospace power 🧵" @sourabhwadhwa22 on X 2025-07-25 15:57:12 UTC XXX followers, XXX engagements
"Top X Fund Managers in India (2025) X. Sankaran Naren Position: CIO & ED ICICI Prudential AMC AUM: XXXX lakh crore (equity) Notable Funds: ICICI Prudential Bluechip Fund Value Discovery Style: Contrarian investor long-term value focus Key Highlight: Pioneered hybrid models built one of Indias largest asset houses X. Prashant Jain (formerly HDFC AMC) Position: Former CIO now with XXX ONE Wealth Funds Managed: HDFC Equity Fund Top XXX Fund Returns: 18%+ CAGR over past decade Style: Value investing mindset consistently beat benchmark returns X. Neelesh Surana Position: CIO (Equity) Mirae Asset" @sourabhwadhwa22 on X 2025-07-25 18:08:15 UTC XXX followers, XX engagements
"📊 SBI Cards Q1 FY25 Highlights 💸 Net Profit: 5.6B vs 5.94B (YoY) 🔻 📈 Revenue: 48.8B vs 43.6B (YoY) 🔼 🧾 GNPA: XXXX% vs XXXX% (QoQ) 🧾 NNPA: XXXX% vs XXXX% (QoQ) 🧐 Margins slightly squeezed but asset quality stable and revenue growth solid. Profit down YoY high base impact #SBICards #Q1Results #EarningsUpdate #CreditGrowth #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-25 12:03:09 UTC XXX followers, XX engagements
"IMF Warning for UK: IMF cautioned that the UK risks breaching fiscal rules if growth slows or rate shocks hit. Despite XXX% retail sales growth in June consumer confidence dipped; NatWest posted robust Q2 earnings (1.8 bn) while Nationwide faced backlash over CEO pay" @sourabhwadhwa22 on X 2025-07-26 18:27:53 UTC XXX followers, XX engagements
"Pre Market XX -July 2025 Update X 👉Zydus Lifesciences gets USFDA clearance (no observations) for Matoda facility. 👉Shilpa Medicare receives VAl classification from USFDA at Bengaluru Unit VI. 👉Biocon obtains FDA approval for Kirsty the first interchangeable insulin aspart biosimilar in the US. 👉Neogen Chemicals reports fire loss of 7348 Cr at Dahej; XXX Cr insurance claimed plant rebuild in 9-12 months. 👉Suven Life Sciences begins Phase-2b trial of Ropanicant for depression; topline data by H2FY26. 👉Konark Synth sells key property for XX Cr to reduce debt. 👉Reliance Infra. Board" @sourabhwadhwa22 on X 2025-07-17 02:53:18 UTC XXX followers, XXX engagements
"This disconnect between US markets (like Nasdaq Dow Jones) and Indian IT stocks can feel confusing IT Sector Performance Today 1.🟥 Coforge Ltd 🔻 XXXX% 2.🟥 Persistent System 🔻 XXXX% 3.🟥 Mphasis Ltd 🔻 XXXX% 4.🟥 Tech Mahindra Ltd 🔻 XXXX% 5.🟥 LTIMindtree Ltd 🔻 XXXX% 6.🟥 Infosys Ltd 🔻 XXXX% 7.🟥 HCL Technologies 🔻 XXXX% 8.🟥TCS 🔻 XXXX% 9.🟥 Wipro Ltd 🔻 XXXX% 10.🟩 Oracle Financial 🔼 0.86%" @sourabhwadhwa22 on X 2025-07-24 14:12:54 UTC XXX followers, XXX engagements
"🚨 RELIANCE INFRA Q1 RESULTS 📈 Net Profit: 598M vs (2.33)B (YoY) 📉 Revenue: 59B vs 72B (YoY) 📉 EBITDA: 2.2B vs 12.1B (YoY) 📉 EBITDA Margin: XXXX% vs XXXXX% 🔁 Regulatory Income: 7.2B vs Exp 5.35B 📉 Loss Before Reg. & Exceptionals: (4.34)B vs Profit 4.6B Despite net profit core numbers remain weak. Is the turnaround sustainable or just optical 👀 #RelianceInfra #Q1Results #InfraStocks #Earnings #StockMarketIndia #AnilAmbani #TurnaroundStory" @sourabhwadhwa22 on X 2025-07-25 15:37:42 UTC XXX followers, XXX engagements
"Stocks trading below their 5Y median PE When quality meets relative valuation - a sweet spot for long-term investors. Lets look at X such names: 🥤 Varun Beverages Ltd Current PE: XX 5Y Median PE: XXXX ➡ Premium FMCG play available at a discount to its historical valuation. 🧬 Dr Reddys Laboratories Ltd Current PE: XXXX 5Y Median PE: XXXX ➡ Global pharma leader with improving margins and steady US pipeline. 🧴Pidilite Industries Ltd Current PE: XXXX 5Y Median PE: XXXX ➡ Monopolistic brand in adhesives and construction chemicals now trading below historical PE. 🎨 Asian Paints Ltd Current PE:" @sourabhwadhwa22 on X 2025-07-12 15:28:49 UTC XXX followers, XXX engagements
"🚨 ED raids Anil Ambani Group companies over suspected 3000 Cr Yes Bank loan fraud. Over XX premises XX companies and XX individuals searched in Mumbai & Delhi. 🔎 Evidence seized: documents hard drives digital devices. ⚖ ED alleges loan diversion via shell firms bribery evergreening. 🏢 Reliance Power & Infra clarify operations unaffected; assert no link with legacy entities. 📉 Stocks down XX% amid heightened scrutiny. #AnilAmbani #EDRaids #YesBankFraud #RAAGA #MoneyLaundering" @sourabhwadhwa22 on X 2025-07-26 13:27:43 UTC XXX followers, XXX engagements
"HFCL consolidated Q1 FY26 results for the quarter ending June XX 2025: 📉 Q1 FY26 Consolidated Performance Net Loss: XXXXX crore (322 million) compared to a profit of XXX crore in Q1 FY25 Profit Comparison: This marks a sharp year-on-year downturn from a prior profit confirming a poor YoY showing; on a sequential (QoQ) basis profit has also fallen significantly 🔍 Context & Commentary The consolidated net loss of XXXXX crore starkly contrasts with the profit of XXX crore the year before (Q1 FY25) reflecting weak performance on both YoY and QoQ fronts" @sourabhwadhwa22 on X 2025-07-25 07:50:00 UTC XXX followers, XXX engagements
"🚀 Samsung lands a $XXXX B foundry deal with a major global client 🧠 Shares surge XXX% on announcement 🤫 Contract covers contract chip manufacturing through 2033 partner undisclosed for now ⚠ Likely not cutting-edge 2nm tech; Samsung still trailing TSMC on advanced nodes #SamsungFoundry #Semiconductors #TechNews #TSMC #TechStocks" @sourabhwadhwa22 on X 2025-07-28 02:47:01 UTC XXX followers, XX engagements
"🚨 Large-Cap Indian Stocks with Zero or Negligible Debt 💡 Strong balance sheets = safer bets during market turbulence 📊 Debt-Free Giants: 🔵 Tata Consultancy Services (TCS) Debt-free IT powerhouse 🟢 Infosys Clean balance sheet & global scale 🔴 Hindustan Unilever (HUL) FMCG major zero debt 🟡 ITC Conglomerate with a fortress-like balance sheet 🟣 Maruti Suzuki Auto leader with D/E XXXX 🟠 HCL Technologies Minimal leverage in tech 🟤 Sun Pharma Pharma giant with no debt burden 🔵 LTI-Mindtree Merged IT entity with clean books 🟢 Bharat Electronics (BEL) Debt-free PSU in defence 🔴 SBI Life" @sourabhwadhwa22 on X 2025-07-27 07:41:25 UTC XXX followers, XXX engagements
"What do you think how will Nifty perform on Monday 📈📉 1.✅ FTA deal done with UK X. No US tariffs yet 3.🛢 Brent below $XX 4.💱 INR at XXXX 5.🌍 Global cues stable" @sourabhwadhwa22 on X 2025-07-25 18:40:08 UTC XXX followers, XXX engagements
"📊 Persistent Systems Q1 FY25 (vs Q4 FY24) 🟢 Net Profit: 4.25B vs 3.96B ( 7.3%) 🟢 Revenue: 33.33B vs 32.4B ( 2.9%) 🟢 EBIT: 5.18B vs 5.05B ( 2.6%) ⚠ EBIT Margin: XXXXX% vs XXXXX% ( X bps) 🧾 Takeaway: Consistent growth in revenue and profit QoQ. Margins remain stable with only a marginal dip. Reflects strong execution and demand resilience" @sourabhwadhwa22 on X 2025-07-23 11:21:15 UTC XXX followers, XXX engagements
"🌐 FTAs The Game Changer India is actively signing Free Trade Agreements (FTAs): 👉 UAE CEPA: XX% of Indian textile exports now tariff-free 👉 Australia ECTA: Garments and fabrics get zero-duty access 👉 UK: Garments and fabrics get zero-duty access" @sourabhwadhwa22 on X 2025-07-25 13:31:41 UTC XXX followers, XX engagements
"🚨 DII Radar: Quiet Accumulation in SmallCaps 🚨 While retailers panic institutions are building serious positions 👇 Keep these names on your watchlist 🔍 📊 Top DII Holdings (%): SPML Infra XXXXX% Kay Cee Energy XXXXX% Unifinz Capital XXXX% IRIS Business XXXXX% Centum Electronics XXXXX% Tinna Rubber XXXX% SG Mart XXXX% Happiest Minds XXXXX% Sar Televenture XXXX% Premier Energies XXXXX% ITD Cementation XXXX% Welspun Enterprises XXXX% Sterlite Technologies XXXXX% Shakti Pumps XXXX% Aimtron XXXX% 🧠 Institutions rarely chase they prepare. Are you watching the same signals #SmallCapStocks" @sourabhwadhwa22 on X 2025-07-28 17:23:30 UTC XXX followers, XX engagements
"Group A: India Pakistan Oman UAE Group B: Sri Lanka Bangladesh Afghanistan Hong Kong" @sourabhwadhwa22 on X 2025-07-26 14:42:09 UTC XXX followers, XX engagements
"📊 GMDC Q1 Results 📉 Net Profit at 1.6B vs 1.84B (YoY) 📉 Revenue at 7.3B vs 8.18B (YoY) ⛏ Weakness driven by softer realization in lignite & lower volume. Company remains focused on new mineral opportunities. #GMDC #Q1Results #Earnings #Mining #NSE #StocksToWatch" @sourabhwadhwa22 on X 2025-07-25 15:46:18 UTC XXX followers, XXX engagements
"Asia cup Full Schedule 🗓 Group Stage Fixtures X Sep Afghanistan Hong Kong XX Sep India UAE XX Sep Bangladesh Hong Kong XX Sep Pakistan Oman XX Sep Bangladesh Sri Lanka XX Sep India Pakistan XX Sep Sri Lanka Hong Kong XX Sep Bangladesh Afghanistan XX Sep Pakistan UAE XX Sep Sri Lanka Afghanistan XX Sep India Oman 🔄 Super Four Stage (Teams and matchups TBD after group stage) XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X 🏁 Final XX September 2025 Final between top two Super Four teams" @sourabhwadhwa22 on X 2025-07-26 14:44:10 UTC XXX followers, XX engagements
"🍻 Heineken H1 & Q2 2025 Results UBL in Focus 💶 Adj. Op. Profit: 2.03B (est. 2.01B) ✅ 📈 Organic Net Revenue: +2.1% (est. +1.34%) 🍺 Beer Volume: -XXX% (vs est. -1.05%) 🔮 FY Outlook Unchanged 🎯 FY Op. Profit Growth: +4% to +8% 💰 Interim Dividend: XXXX 💸 Cost savings to exceed 0.5B in 2025 Eyes on UBL for India beer play #UBL #Heineken #Earnings #BeerMarket #StocksInFocus #Q2FY25" @sourabhwadhwa22 on X 2025-07-28 05:20:31 UTC XXX followers, XX engagements
"CIE Automotive Q1 FY26 Results (YoY) 🔻 Net Profit: XXX crore vs XXX crore (5.5%) 🟢 Revenue: 2369 crore vs 2293 crore (+3.3%) 📝 Comment: Revenue grew modestly but margins likely under pressure leading to a slight decline in profitability. #Q1Results #EarningsUpdate #QuarterlyResults #FinancialResults #EarningsSeason #AutoStocks #AutoComponents #CIEAutomotive #AutoEarnings #IndianAutoIndustry #StockMarketIndia #InvestSmart #LongTermInvesting #MarketWatch #StocksToWatch" @sourabhwadhwa22 on X 2025-07-21 13:21:26 UTC XXX followers, XX engagements
"Hindustan Aeronautics Ltd announces management changes including the retirement of Executive Director (Finance) and three General Managers effective July XX 2025. #BREAKING #HAL" @sourabhwadhwa22 on X 2025-07-28 14:34:48 UTC XXX followers, XX engagements
"Most Active (High Volume) Stocks on XX July 2025 🔸 BSE Most Active by Volume (Based on trade volume ranked by active investor interest) 👉Vodafone Idea XXXX Cr shares traded 👉Indian Energy Exchange (IEX) XXXX Cr shares 👉Trident XXX Cr shares 👉Yes Bank XXX Cr shares 👉Suzlon Energy XXX Cr shares Other names like Easy Trip Planners and Alok Industries also saw elevated activity. 🔸 NSE Volume Spurt Highlights (Significant surge vs average volume during intraday) 👉Trident Ltd 1235.37 lakh shares (17 2week average) price up XXXX% to XXXXX 👉Indian Energy Exchange (IEX) 2281.96 lakh shares" @sourabhwadhwa22 on X 2025-07-25 11:13:03 UTC XXX followers, XXX engagements
"🌍 Global Markets Week Ahead ✅ US-EU trade deal sealed at XX% 💸 Earnings from: Microsoft Apple Amazon Meta Visa & Mastercard 🏦 Central bank decisions: Fed & BoJ 📊 Key data: US Q2 GDP (Advance) Jobs Report PCE Inflation ISM Manufacturing PMI Big week ahead for the bulls & bears 🐂🐻 #GlobalMarketInsights #StockMarket #FOMC #FAANG #USGDP #BoJ #FedWatch" @sourabhwadhwa22 on X 2025-07-27 19:56:35 UTC XXX followers, XX engagements
"SUNTECK REALTY Q1 CONS NET PROFIT 334M RUPEES VS 228M (YOY) REVENUE 1.9B RUPEES VS 3.2B (YOY) EBITDA 478M RUPEES VS 314M (YOY) EBITDA MARGIN XXXXX% VS XXXX% (YOY) Good👉👉✅✅" @sourabhwadhwa22 on X 2025-07-18 12:13:19 UTC XXX followers, XXX engagements
"Jayant Infratech Ltd gets XX Cr EPC order from DCC Infra Projects for railway track doublingproject to be delivered by July 2027. 🚧 💼 MCap: XXXX Cr 💰 CMP: 75.880.3 (as of late July 2025) Highlights: P/E: 9.29.9 P/BV: 1.61.7 ROE: 1619% ROCE: XX% No dividend payout to date A strong orderbook boost for its railway EPC segment 🚉 #JayantInfratech #RailwayInfrastructure #EPC #RailDoubling #InfraStocks" @sourabhwadhwa22 on X 2025-07-26 11:58:53 UTC XXX followers, XX engagements
"FILATEX INDIA: Q1 SL NET PROFIT 407M RUPEES VS 323M (YOY) Q1 REVENUE 10.49B RUPEES VS 10.5B (YOY) Q1 EBITDA 679M RUPEES VS 631M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:04:01 UTC XXX followers, XX engagements
"📢 IPO Alert: X IPOs Closing on 31st July & 1st August 🟠 Closing on 31st July Mainboard: X Laxmi India Finance X Aditya Infotech SME: 🔹 Kaytex Fabrics 🟠 Closing on 1st August Mainboard: X Sri Lotus Developers & Realty X NSDL X M&B Engineering SME: 🔹 B.D. Industries (Pune) 🔹 Takyon Networks 🔹 Mehul Colours 🎯 Pick your bets before deadline #IPO #MainboardIPO #SMEIPO #NSDLIPO #StockMarketIndia #IPOAlert #PrimaryMarket" @sourabhwadhwa22 on X 2025-07-26 10:16:22 UTC XXX followers, XXX engagements
"📊 SAKAR HEALTHCARE Q1 RESULTS 💰 Net Profit: XXXX Cr XX% YoY QoQ data not provided 📈 Revenue: XXXX Cr XX% YoY QoQ data not provided ⚙ EBITDA: XXXX Cr XX% YoY QoQ data not provided 📉 EBITDA Margin: XXXXX% vs XXXXX% YoY QoQ data not provided" @sourabhwadhwa22 on X 2025-07-25 08:41:01 UTC XXX followers, XX engagements
"Stocks are trading at their highest prices ever recorded All Time High HAMC: 5590 Fortis Healthcare: XXXXXX (high) ITC Hotels: XXXXXX JK Cement: 6498 Aegis Vopak Terminals: XXXXXX Jubilant Agri : 1966.80 The Ramco Cements: 1154.60 Asahi India Glass: XXXXXX Blue Jet Healthcare: XXXXXX LT Foods: XXXXXX Sai Life Sciences: XXXXXX Choice International: XXXXXX Schloss Bangalore: XXXXXX Travel Food Services: 1141.00 Syrma SGS Technology: 705.15" @sourabhwadhwa22 on X 2025-07-18 12:26:10 UTC XXX followers, XXX engagements
"🚢 South Korea makes bold shipbuilding pitch to US Proposes major investment + tech transfer to avoid looming tariffs 🤝 $100B+ trade-linked package led by Hyundai & Hanwha ⚓ Aims to revive US shipyards counter Chinas naval rise All eyes on the Aug X tariff deadline #SouthKorea #USA #Shipbuilding #Tariffs #Geopolitics #TradeDeal" @sourabhwadhwa22 on X 2025-07-28 02:44:54 UTC XXX followers, XX engagements
"♻ NTPC Green Energy Q1 FY26 Results 👇 🟢 Net Profit: XXX Cr XXXX% (YoY) 🟢 Revenue: XXX Cr XXXX% (YoY) 🟢 EBITDA: XXX Cr XXXX% (YoY) ➖ EBITDA Margin: XXXXX% vs XXXXX% (YoY) ⚡ Stellar execution with rock-solid margins above XX% 💬 Can NTPC Green become the next PSU green energy giant #NTPCGreen #Q1Results #GreenEnergy #Renewables #PSUStocks #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-28 16:35:23 UTC XXX followers, XX engagements
"Broker Ratings & Calls 👉Bajaj Finance: Motilal Oswal maintains Neutral citing MSME asset stress; Canara Bank upgraded by Antique on strong other income outlook . 👉Tata Motors: BNP Paribas gives an Outperform with a target of XXX . 👉Sanathan Textiles: Axis Securities assigns Buy with XXX target . 👉Voltas: HDFC Securities recommends Buy at 1420 target . 👉RBL Bank: ICICI Direct tags it a Buy with XXX target . 👉IEX (Indian Energy Exchange): Strong earnings driven rebound; XX% PAT growth lifts sentiment . 👉SBI Life Insurance: Shares up X% after XX% PAT rise; Motilal Oswal maintains Buy with" @sourabhwadhwa22 on X 2025-07-25 06:42:48 UTC XXX followers, XXX engagements
"🚨 BIG IndiaMaldives Strategic Boost 🤝 India signs X MoUs & X major agreements with Maldives: ✅ 4850 Cr Line of Credit extended ✅ Debt relief on Indian-funded loans ✅ FTA talks officially launched ✅ 3300 homes handed over in Hulhumale ✅ Roads drainage & X infra projects inaugurated ✅ XX vehicles & equipment handed over Indias soft diplomacy + infrastructure push in action 💪🌍 🤔 Is India reclaiming regional influence with economic muscle #IndiaMaldives #Geopolitics #IndianDiplomacy #NeighbourhoodFirst #InfraPush #StrategicRelations #SoftPower #FTA #Modi" @sourabhwadhwa22 on X 2025-07-25 12:51:03 UTC XXX followers, XX engagements
"@academy_share 🚀 Thejo breaking out with conviction Volume + Price = Strong confirmation 📈 Could this be the start of a fresh rally 🔥" @sourabhwadhwa22 on X 2025-07-26 07:03:34 UTC XXX followers, XXX engagements
"⚠ RBI Flags Gaps in Axis Banks Accounting & Governance 🧾 Loose Loan Classification & Credit Recognition During the Q1 FY26 earnings Axis Bank reported an unexpected jump in provisionshitting 5806 crore in net profit down X% YoY. This spike followed a corrective review mandated by RBI after it found Axiss internal policies on loan asset classification and stress recognition excessively lenient. The bank had to tighten norms especially for unsecured retail and small business lending leading to revised provisions worth XXX crore" @sourabhwadhwa22 on X 2025-07-21 14:43:07 UTC XXX followers, XX engagements
"🔍 Thread: GeoFinance Moves India Cant Ignore 🧵 1) Historic #IndiaUK FTA signed on July XX Product-level breakouts on autos pharma & whisky. #TradeDeal 2) Modi in Maldives: $565M LoC FTAs launched defence aid enhanced Indias influence in Indian Ocean. #StrategicPivot 3) RBI expanding rupeesettlement pacts with UAE Maldives reducing FX risks & growing currency diplomacy. 4) Quads Critical Minerals initiative points to Indias future in batteries EVs & semiconductors. #SupplyChain 5) IMF sees XXX% GDP growth aheadrisks include trade war spillover energy shocks weak consumption. INR brace" @sourabhwadhwa22 on X 2025-07-26 07:26:58 UTC XXX followers, XX engagements
"Defence Stock Sentiment Tracker July 2025 X BEL ✅ 1640 Cr radar order (July) 📈 Stock down XX% from ATH 🔥 Sentiment: Strong but cooling X BDL ✅ XXX Cr ATGM order from AVNL (July) 📉 Stock down XX% from ATH ⚡ Sentiment: Heating up X HAL ✈ Order book solid but stock rangebound 📉 Down XX% from ATH 📊 Sentiment: Sideways waiting trigger X Mazagon Dock 🚢 Big buzz post Q4 results 📉 Still XX% off ATH 💥 Sentiment: Bullish breakout watchers X Cochin Shipyard 🚧 Order flow strong stock corrected 📉 Down XX% from peak 🧨 Sentiment: Oversold or fair valued ❓Which defence stock looks best for next 6" @sourabhwadhwa22 on X 2025-07-25 13:09:27 UTC XXX followers, XX engagements
"📊 Dr. Reddys Q1 FY25 (YoY & Estimates) 🔼 Net Profit: 14.18B vs 13.9B YoY ( 2%) 👉 Estimate: 14.78B (🔻 miss) 🔼 Revenue: 85.72B vs 76.96B YoY ( 11.4%) 👉 Estimate: 86.76B (🔻 slight miss) 🔼 EBITDA: 21.73B vs 21.3B YoY ( 2%) 👉 Estimate: 22.02B (🔻 below est.) 🔻 EBITDA Margin: XXXXX% vs XXXXX% YoY ( XXX bps) 👉 Estimate: XXXX% (in line) 🧾 Takeaway: Topline and profits grew YoY but missed Street expectations slightly. Margins declined due to cost pressures or product mix changes. Overall stable operational performance though not a beat" @sourabhwadhwa22 on X 2025-07-23 11:20:28 UTC XXX followers, XX engagements
"🚀 RITES bags XXXXX Cr order from BEL Awarded PMC + construction contract for a mass manufacturing facility at BELs Palasamudram site in Andhra Pradesh. Execution over XX monthsboosts RITES industrial infrastructure portfolio. #RITES #BEL #Infrastructure #AndhraPradesh #PSU" @sourabhwadhwa22 on X 2025-07-28 02:37:33 UTC XXX followers, XX engagements
"Chennai Petroleum Corporation Q1 FY26 Key Highlights (QoQ comparison): EBITDA has plunged from XXXX billion (Q4 FY25) to just XXX million in Q1 FY26 a sharp fall of nearly 87%. EBITDA Margin has also collapsed from XXXX% to 0.53%. 📉 Interpretation: This is a very weak operational performance on a quarter-on-quarter basis. Margins have virtually eroded indicating significant pressure on refining spreads or possibly higher input costs. This kind of sharp drop typically triggers negative market reaction unless explained by one-off events or inventory adjustments" @sourabhwadhwa22 on X 2025-07-25 08:24:00 UTC XXX followers, XX engagements
"KRISHANA PHOSCHEM : Q1 SL NET PROFIT 306M RUPEES VS 164M (YOY) Fantastic 👉✅✅" @sourabhwadhwa22 on X 2025-07-17 06:47:53 UTC XXX followers, XXX engagements
"🚨 ICC confirms ⚠ England to host the next three World Test Championship Finals in 2027 2029 and 2031 following a successful run in 20212025. The decision was finalized at the ICC Annual Conference in Singapore reaffirming Englands status as the permanent venue. 🏏" @sourabhwadhwa22 on X 2025-07-20 18:57:14 UTC XXX followers, XX engagements
"High-volume stocks from the Indian market on July 1st 2025: IDEA RTNPOWER FILATFASH GTLINFRA IDFCFIRSTB PFOCUS HSCL (GATECHDVR) Yes Bank Limited Suzlon Energy Ltd. Easy Trip Planners Ltd. BEL Punjab National Bank ITC Ltd. Reliance Industries Ltd. NMDC Ltd. NHPC Ltd. JIO" @sourabhwadhwa22 on X 2025-07-01 18:00:39 UTC XXX followers, XXX engagements
"Top XX Global Stock Market Returns in last year S&P XXX (USA): +13.6% Nasdaq (USA): +28.6% DAX (Germany): +12.0% CAC XX (France): +3.1% Nikkei XXX (Japan): XXX% FTSE XXX (UK): +6.0% Hang Seng (Hong Kong): XXX% Shanghai (China): XXX% Sensex (India): +22.4% ASX XXX (Australia): +5.4% #GlobalMarkets #StockIndexReturns #SP500 #Nasdaq #DAX #CAC40 #Nikkei225 #FTSE100 #HangSeng #ShanghaiComposite #Sensex #ASX200 #StockMarketUpdate #EquityMarkets" @sourabhwadhwa22 on X 2025-07-21 14:21:48 UTC XXX followers, XXX engagements
"Slide 3: Ownership 💼 Ownership Structure NSDL: 👉 Promoted by NSE SBI HDFC Bank Canara Bank 👉 Recently IPO listed CDSL: 👉 Promoted by BSE 👉 Publicly listed since 2017" @sourabhwadhwa22 on X 2025-07-25 16:14:03 UTC XXX followers, XXX engagements
"💸 Ex-Dividend Tomorrow July XX 2025 Keep an eye on these high-dividend stocks👇 🔹 Apar Industries 51/share 🔹 Alchem Pharma 11/share 🔹 Bosch 512/share 💥 🔹 SRF 4/share 🔹 Rane Holdings 38/share 🔹 Rane Madras 8/share 🔹 Taparia Tools 25/share (CMP: 28) 🚨 📌 Expect price adjustments at open. Do your homework before chasing yield #Dividends #StocksToWatch #AparIndustries #Bosch #SRF #TapariaTools" @sourabhwadhwa22 on X 2025-07-28 09:29:17 UTC XXX followers, XX engagements
"Bulk Deal Updates on 9th July (3/3): 👉BSE Limited: Graviton Research Capital LLP was involved in both buying and selling a large number of shares. 👉Capital Trust Ltd: Several individuals bought shares while Sumitra sold shares. 👉Net Avenue Technologies L: Inventus Capital Partners (Mauritius) Limited sold shares while N J Shares & Securities Pvt. Ltd. was involved in both buying and selling. 👉Durlax Top Surface Ltd: Bhaveshkumar Shantilal Jain sold 158000 shares. 👉Eppeltone Engineers Ltd: Kenil Jaysukhbhai Thathagar sold 67000 shares" @sourabhwadhwa22 on X 2025-07-09 13:06:34 UTC XXX followers, XX engagements
"@RichKettle07 Ben Stokes throwing tantrums like hes in a preschool Ashes edition. 🍼 Sanjays right its high time England realises cricket isnt scripted by the ECB. The world has moved on maybe they should too. 😌🏏 #BenStokes #ENGvsIND #SpoiledKidEnergy #CricketTwitter" @sourabhwadhwa22 on X 2025-07-27 18:53:11 UTC XXX followers, 5880 engagements
"APL Apollo Tubes Q1 FY25 Results (YoY): 📈 Net Profit: XXX Billion vs XXX Billion (+26.3%) 💼 EBITDA: XXX Billion vs XXXX Billion (+22.5%) 📊 EBITDA Margin: XXX% vs XXXX% (+114 bps) ✅ Takeaway: Strong operational performance with healthy margin expansion and double-digit profit growth. Margin improvement suggests better product mix cost efficiency or pricing power. APL Apollo continues to strengthen its leadership in structural steel tubes" @sourabhwadhwa22 on X 2025-07-24 11:40:32 UTC XXX followers, XX engagements
"@darshitpatel84 This loan is about maintaining regional influence & countering China. Sometimes helping others secures our own position. 🌏 #IndiaFirst #Geopolitics #Maldives #StrategicDiplomacy" @sourabhwadhwa22 on X 2025-07-26 07:05:15 UTC XXX followers, XXX engagements
"🚨 Why Is the Indian Market Down 🔻 Top Triggers Behind the Selloff: Sector Weakness Bajaj Finance and peer PSU banks saw sharp declines due to asset quality concerns in MSME segments dragging the entire financial index lower. 2.FII Outflows Foreign institutional investors have offloaded over 11500 crore in recent days signaling risk-off sentiment. 3.Mixed Q1 Earnings Quarterly results are tepid overall failing to offer fresh momentum. Analysts expect clearer trigger points before broad recovery. Deal Uncertainty Delay in an interim U.S.India trade agreement ahead of an August X deadline is" @sourabhwadhwa22 on X 2025-07-28 09:26:43 UTC XXX followers, XX engagements
"JIO FINANCIAL Q1 NET PROFIT UP X % TO XXX CR YOY UP X % QOQ INTEREST INCOME UP XXX % TO XXX CR YOY UP XX % QOQ OTHER INCOME DOWN XX % TO XXX CR YOY UP XX % QOQ" @sourabhwadhwa22 on X 2025-07-18 12:12:39 UTC XXX followers, XX engagements
"🔻 KIRLOSKAR PNEUMATIC Q1 FY25 Results: WEAK SHOW 📉 Net Profit: 281M vs 270M (YoY) Marginal rise 📉 EBITDA: 358M vs 392M (YoY) 📉 EBITDA Margin: XXXXX% vs XXXXX% (YoY) 📉 Overall: Weak performance both YoY and QoQ Margin compression and lower operating efficiency weigh on results. #KirloskarPneumatic #Q1Results #EarningsUpdate #IndustrialStocks #Profitability #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-22 08:01:21 UTC XXX followers, XX engagements
"Stocks That Fell Despite Strong Earnings 1.Bajaj Finance Reported XX% YoY profit growth in Q1 FY26. Yet shares fell X% on investor concerns around rising credit costs and asset quality in the MSME segment . 2.REC Limited (Rural Electrification Corporation) Delivered a XX% YoY jump in net profit but the stock dropped X% in post-results tradingsuggesting elevated expectations or muted sentiment . 3.Infosys (IT Sector) A strong quarter with profit and revenue growth failed to lift the stock. Infosys shares slipped XXX% wiping out 8600+ crore in market value amid concerns about earnings quality ." @sourabhwadhwa22 on X 2025-07-25 08:54:34 UTC XXX followers, XX engagements
"🚨 HALRolls Royce JV to Expand in India 💷 XX million investment planned to expand operations in Hosur Tamil Nadu ⚙ Focus: Defence engine manufacturing & MRO (Maintenance Repair & Overhaul) 🤝 Strengthens Make in India & indigenous aero engine capability 🌐 Boost to exports skilled jobs & tech transfer from UK 📌 Strategic move amid rising Tejas jet orders & Indias focus on self-reliance in defence tech #HAL #RollsRoyce #MakeInIndia #DefenceManufacturing #Tejas #Hosur #AtmanirbharBharat #AeroEngines #JV #DefenceNews" @sourabhwadhwa22 on X 2025-07-26 07:46:20 UTC XXX followers, XX engagements
"ADITYA BIRLA REAL ESTATE: Q1 CONS NET LOSS 255M RUPEES VS PROFIT 78M (YOY) ADITYA BIRLA REAL ESTATE: Q1 EBITDA LOSS 399M RUPEES VS GAIN OF 455M (YOY)" @sourabhwadhwa22 on X 2025-07-23 10:16:18 UTC XXX followers, XX engagements
"Our conflict with Pakistan is not about borders its a battle between civilization and barbarism. The rulers of Pakistan know that their soldiers cannot defeat India on the battlefield. Thats why they nurture terrorism train terrorists and then try to present themselves as innocent before the world. Defence Minister Shri @rajnathsingh #RajnathSingh #IndiaPakistan #Terrorism #Defence #IndianArmy" @sourabhwadhwa22 on X 2025-07-28 09:19:38 UTC XXX followers, XX engagements
"📊 NSDL vs CDSL Indias Depository Giants Slide 1: Headline NSDL vs CDSL Indias two stock depositories whos ahead 🔸 Regulated by SEBI 🔸 Hold demat accounts ensure trade settlements 🔸 Backbone of Indias stock market infra 🧵" @sourabhwadhwa22 on X 2025-07-25 16:13:42 UTC XXX followers, XXX engagements
"KHAITAN CHEMICALS & FERTILIZERS: Q1 SL NET PROFIT 214M RUPEES VS LOSS 167M (YOY) Q1 REVENUE 2.34B RUPEES VS 1.3B (YOY) Q1 EBITDA 317M RUPEES VS LOSS 69M (YOY) Q1 EBITDA MARGIN XXXXX% VS -XXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:04:30 UTC XXX followers, XX engagements
"ThailandCambodia conflict Conflict Overview July 2025 🌋 Trigger & Escalation 👉On XX July clashes erupted near the Preah Vihear / Prasat Ta Muen Thom temple border zone. Cambodian soldiers reportedly approached Thai positions and both sides fired heavy weapons including artillery and BM-21 rocket systems. Thailand responded with airstrikes using F16 jets. 👉The confrontation sparked the deadliest border fighting in over a decade unfolding across at least XX flashpoints including hospital and petrol station bombardments" @sourabhwadhwa22 on X 2025-07-25 10:24:09 UTC XXX followers, XXX engagements
"India Finance Snapshot July XX 🧊 CPI Inflation cools to XXX% (77-month low) ⚙ IIP growth slows to XXX% 📈 PMI strong: Manu XXXX Services XXXX 💸 RBI holds rates; FY26 GDP est. XXX% 💰 5K Cr capital raise by Indian Bank 🌍 IndiaUK FTA: Big win for services & trade 📉 Bajaj Finance downgraded by JP Morgan 💵 Rupee dips to 86.52/USD amid FII outflows #IndianEconomy #Finance #RBI #Inflation #GDP #FTA #BajajFinance #Markets #IndiaUK" @sourabhwadhwa22 on X 2025-07-28 02:33:33 UTC XXX followers, XX engagements
"📊 ORIENT CEMENT: Q1 FY25 Results ✅ Net Profit: XXX Cr 🟢 vs XXXX Cr (YoY) ✅ Revenue: XXX Cr 🟢 vs XXX Cr (YoY) ✅ EBITDA: XXX Cr 🟢 vs XX Cr (YoY) ✅ EBITDA Margin: XXXXX% 🟢 vs XXXXX% (YoY) 🟢 All key metrics up sharply margin boost is impressive Will this momentum continue in coming quarters 🤔 #Q1Results #Earnings #OrientCement #CementStocks #StockMarketIndia #Infra #SmallcapStocks #EarningsSeason" @sourabhwadhwa22 on X 2025-07-25 14:24:35 UTC XXX followers, XXX engagements
"📊 Persistent Systems Q1 FY25 (vs Q4 FY24) 🟢 Net Profit: 4.25B vs 3.96B ( 7.3%) 🟢 Revenue: 33.33B vs 32.4B ( 2.9%) 🟢 EBIT: 5.18B vs 5.05B ( 2.6%) ⚠ EBIT Margin: XXXXX% vs XXXXX% ( X bps) 🧾 Takeaway: Consistent growth in revenue and profit QoQ. Margins remain stable with only a marginal dip. Reflects strong execution and demand resilience" @sourabhwadhwa22 on X 2025-07-23 11:21:07 UTC XXX followers, XXX engagements
"📉 Thangamayil Jewellery - Q1 FY26 Results 👉 Net Profit down XXXX% at XXXX Cr vs XXXX Cr (YoY) 👉 EBITDA down X% at XXXX Cr vs XXXX Cr (YoY) 👉 EBITDA Margin drops to XXXX% vs XXXX% (YoY) Margins under pressure despite stable topline cost challenges visible. #Thangamayil #Q1Results #JewelleryStocks #EarningsUpdate #Smallcap" @sourabhwadhwa22 on X 2025-07-28 09:58:53 UTC XXX followers, XX engagements
"CIGNITI TECH: Q1 CONS NET PROFIT 659M RUPEES VS 732M (QOQ) Q1 REVENUE 5.34B RUPEES VS 5.3B (QOQ) Q1 EBIT 959M RUPEES VS 956M (QOQ) Q1 EBIT MARGIN XXXXX% VS XXXXX% (QOQ)" @sourabhwadhwa22 on X 2025-07-23 16:03:04 UTC XXX followers, XX engagements
"Force Motors became a 3-bagger in X months not because of earningsbut due to a mix of: 🚛 Auto sector re-rating 🔋 EV & Defence buzz 🛠 Low float + value unlocking bets 📈 Improved guidance & sentiment shift Sometimes markets price future potential not present profits. #ForceMotors #Multibagger #AutoStocks #Momentum #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-26 07:07:52 UTC XXX followers, 4793 engagements
"@REDBOXINDIA ✅ Good to see clarity from the govt No GST on UPI payments above 2000 means digital payments stay zero-cost for users boosting adoption 💸📲 Hope this ends all confusion around charges on UPI. #UPI #GST #DigitalIndia #Fintech #RajyaSabha" @sourabhwadhwa22 on X 2025-07-27 05:29:16 UTC XXX followers, 3792 engagements
"🚨 NTPC Green Energy signs MoU with Bihar Govt For battery storage ⚡ + renewable energy projects 🌞 to boost decarbonization in Bihar. 🌱 📍 Focus: Solar Green Hydrogen BESS 📉 CMP: XXXXXX 💼 MCap: 89192 Cr A fresh green push in Indias energy transition #NTPC #RenewableEnergy #Bihar #EnergyStorage #GreenHydrogen #Infra" @sourabhwadhwa22 on X 2025-07-26 11:53:00 UTC XXX followers, XX engagements
"📊 Q1 Results Preview July XX 1.IndusInd Bank: Profit may drop up to XX% YoY on derivative losses 2.BEL: Strong quarter; PAT seen XXX Cr with XX% margin 3.Mazagon Dock: PAT expected XXX Cr on robust shipbuilding demand 4.GAIL: Net profit likely 2049 Cr stable gas margins 5.Adani Green: Muted growth expected due to seasonal slowdown Big earnings day across BFSI PSU & Energy sectors #Q1Results #IndusIndBank #BEL #GAIL #StocksToWatch #EarningsAlert" @sourabhwadhwa22 on X 2025-07-28 02:35:28 UTC XXX followers, XXX engagements
"UJJIVAN SMALL FINANCE BANK: Q1 SL NET PROFIT RUPEES 1B VS 3.01B (YOY) UJJIVAN SMALL FINANCE BANK: Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ) POOR YOY" @sourabhwadhwa22 on X 2025-07-24 09:13:05 UTC XXX followers, XXX engagements
"Companies Reporting Results Today (July 28) Adani Green Energy Bharat Electronics Ltd (BEL) Torrent Pharmaceuticals GAIL (India) Mazagon Dock Shipbuilders NTPC Green Energy Railtel Corporation of India IndusInd Bank Adani Total Gas Go Digit General Insurance Piramal Pharma Ajanta Pharma K E C International Flair Writing Industries Gravita India Vijaya Diagnostic Centre JK Paper Waaree Energies Plus over XX companies in total will announce Q1 results today" @sourabhwadhwa22 on X 2025-07-28 02:36:17 UTC XXX followers, XXX engagements
"💼 Infosys x RWE AG Digital Workplace Deal Infosys partners with Germanys RWE AG to automate and transform its digital workplace infrastructure enabling operational excellence through smart automation. 🔹 Focus: Automation & digital workplace 🔹 Strengthens Infosys Europe footprint MCap: XXXX Lakh Cr CMP: 1512.9 #Infosys #RWE #ITDeals #DigitalTransformation #TechNews" @sourabhwadhwa22 on X 2025-07-28 10:00:44 UTC XXX followers, XX engagements
"🚨 HCLTech vs Infosys Clash of Titans Whos leading Indias IT revolution 💰🌍 From revenue & tech edge to global reach we break it down 👇 #Infosys #HCLTech #ITstocks #TechWars #StockMarket 🧵" @sourabhwadhwa22 on X 2025-07-25 09:57:12 UTC XXX followers, XXX engagements
"🚨 BREAKING: Pakistan & Bangladesh sign agreement for visa-free travel for holders of diplomatic & official passports. A move toward closer regional cooperation but how meaningful is it beyond protocol 🤝🌏 #GeoPolitics #SouthAsia #Pakistan #Bangladesh #Diplomacy" @sourabhwadhwa22 on X 2025-07-25 14:42:34 UTC XXX followers, XX engagements
"📊 Most Bought Mutual Funds July 2025 ✅ Equity inflows: 37113 Cr 🔥 Sectoral/Thematic Funds led with 18386 Cr 📈 Multi-Cap: 7085 Cr 🔹 Small-Cap: 2109 Cr 🔹 Mid-Cap: 1644 Cr 🏆 Top Schemes in Focus: Quant Small Cap Parag Parikh Flexi Cap HDFC Mid-Cap Motilal Oswal Large & Midcap #MutualFunds #SIP #Investing #PersonalFinance #IndiaInvests #AMFI" @sourabhwadhwa22 on X 2025-07-26 18:33:21 UTC XXX followers, XX engagements
"Tata Power Invests in XXX MW Hydropower Project in Bhutan Project: Khorlochhu (formerly Kholongchhu) Hydropower Project XXX MW run-of-river Partnership: Tata Power holds XX% equity while Druk Green Power Corporation (DGPC) holds XX% forming Khorlochhu Hydro Power Ltd. Investment: Estimated cost of around 6900 crore (NU XX billion) including financing charges. Timeline: Construction began soon after definitive agreement in mid2024; commissioning is targeted in September 2029. Energy Offtake: Export surplus summer power to India via Power Purchase Agreements (PPAs) with Tata Power Trading" @sourabhwadhwa22 on X 2025-07-25 08:45:03 UTC XXX followers, XX engagements
"IndiQube Spaces IPO XXX Cr 225237/share 👉650 Cr fresh issue + XX Cr offerforsale 👉314 Cr anchored @ XXX (upper band) 👉Grey market premium 1013% suggests XXX listing 👉Day1 subscription 3087% overall retail 1.33.4 👉Proceeds for capex & debt paydown; still lossmaking XX% revenue from Bengaluru (115 centers XXX mn sq ft) 👉Valued XXXX EV/EBITDA vs peer XX P/S XXX 👉Growth play with longterm potential but profitability & sector risks linger #IndiQubeIPO #IPO #Workspace #InvestSmart #MarketWatch" @sourabhwadhwa22 on X 2025-07-23 12:19:36 UTC XXX followers, XX engagements
"Another AGR shocker this time for Tata Communications DoT slaps 7800 Cr demand notice over pending dues. Just when the telecom space was stabilizing legacy ghosts return. Will this hit sentiment or is it already priced in #TataCommunications #AGR #Telecom #StockMarketIndia #DoT" @sourabhwadhwa22 on X 2025-07-27 15:21:04 UTC XXX followers, XXX engagements
"Jagsonpal Pharma Reports Strong Q1 Growth 📈 Revenue Up XXXX% PAT More Than Doubles MCap 1757.63 Cr - XXXX% YoY revenue growth to XXX Mn in Q1FY26 - Operating EBITDA up XXXX% YoY to XXX Mn (20.8% margin) - Net profit (PAT) more than doubled to XXX Mn (14.3% margin +560 bps) - Gross margins improved by XX bps to XXXX% - Cash position strengthened to 1609 Mn (+153 Mn in Q1) - Ranked X in Gynae CVM segment - 20+ brands in Top X of their categories (Gynaecology Orthopaedics Dermatology Child-care) - Asset-light model with 1000+ sales professionals - Targeting 23%+ revenue growth for FY26" @sourabhwadhwa22 on X 2025-07-26 10:36:37 UTC XXX followers, XX engagements
"Aptech Ltd inks MoU worth XXXX Cr with a Govt. institute under MIB 🎓 Purpose: To provide computer-based testing services for one year to a public sector entity under the Ministry of Information & Broadcasting Contract Value: XXXX Crores (72 million) Date: Announced early July 2025 Market Watch: Shares rose XXX% signaling investor confidence 💡 Stock Snapshot Market Cap: 792795 Cr (784795 Cr per multiple sources) CMP: XXXXXX (trading around 135149) P/E Ratio: 40; Dividend Yield: 3.3%" @sourabhwadhwa22 on X 2025-07-25 11:49:23 UTC XXX followers, XX engagements
"The Electronic Manufacturing Industry is forecasted to grow at a staggering XX% CAGR until FY26 reaching nearly X trillion (USD XX billion) Time to grab opportunities similar like Corona Time #ElectronicsStocks #EMSstocks #MakeInIndia #PLI #SemiconductorIndia #DixonTech #KaynesTech #PGElectroplast #SyrmaSGS #ElinElectronics #HavellsIndia #StockMarketIndia #GrowthStocks" @sourabhwadhwa22 on X 2025-07-25 12:31:27 UTC XXX followers, XX engagements
"List of sectors with top-performing stock and their approximate 1-year returns 1.Real Estate DLF +66% Apollo Hospitals +57% 3.Pharma Wockhardt +56% 4.Oil & Gas Oil India +55% Bajaj Auto +50% 6.Metals & Mining JSW Steel +48% 7.Consumer Asian Paints +40% Services BSE Ltd +167% Services AIIL +165% 10.PSU Banks Indian Bank +90% 11.NBFC Authum Investment +165% 12.FMCG Godfrey Phillips +107% 13.Power Reliance Power +106% Goods Mazagon +131% Materials PG Electroplast +197% 16.Diversified JSW Holdings +257% 17.Fintech (Paytm) +143% 18.Infra Reliance Infra +101% 19.Defence HAL +56% 20.Logistics /" @sourabhwadhwa22 on X 2025-07-21 13:41:41 UTC XXX followers, XXX engagements
"BHAGYANAGAR INDIA Q1 FY25 Results (YoY) Net Profit: 76M vs 17M ✅ EBITDA: 162M vs 68M ✅ EBITDA Margin: XXXX% vs XXXX% ✅ EBITDA Growth: +138.24% EBITDA Margin Growth: +82.03% 🔍 Commentary: Strong operational performance with significant improvement in profitability and marginssuggests robust cost control or better pricing power" @sourabhwadhwa22 on X 2025-07-22 06:53:21 UTC XXX followers, XX engagements
"Slide 6: Investment View 💡 Final Thought CDSL: Higher margins retail play established listing NSDL: Backed by big banks newer listing institutional dominance Which one would you pick 🤔 #StockMarket #Investing #NSDL #CDSL #FinanceTwitter" @sourabhwadhwa22 on X 2025-07-25 16:14:46 UTC XXX followers, XXX engagements
"Most Active Stocks by Volume (on July XX 2025): * Vodafone Idea * JP Power * Network18 Media * Ola Electric Mobility Ltd. * Hathway Cable * GTL Infra * YES Bank * RattanIndia Power * Suzlon Energy * Magellanic Cloud * HDFC Bank * Dixon Technologies (India) Ltd. * Swan Energy * BSE * Biocon * Waaree Renewable Tech (WAAREERTL) * Reliance Industries * State Bank of India (SBIN) * Cholamandalam Financial Holdings (CHOLAFIN) * Patanjali Foods * Shriram Finance * Swiggy (Again likely in the unlisted space or a very recent listing) * TCS * ICICI Prudential Life Insurance Company (ICICIGI)" @sourabhwadhwa22 on X 2025-07-16 16:28:10 UTC XXX followers, 1038 engagements
"@GabbbarSingh Gambhir be like: Gill hai toh kal hai 😅 Bros not just scoring runs hes saving jobs now 🫡📝 #ShubmanGill #Gambhir #INDvsENG #CricketTwitter" @sourabhwadhwa22 on X 2025-07-27 11:13:55 UTC XXX followers, XXX engagements
"💼 HEXAWARE TECHNOLOGIES Q1 CY25 RESULTS 🟢 Revenue: XXXX billion Up from 32.07B (QoQ) Up from 27.95B (YoY) +16.7% YoY 🟢 Net Profit: XXX billion Up from 3.27B (QoQ) Up from 3.24B (YoY) +17.2% YoY 🟢 EBITDA: XXXX billion Up from 5.14B (QoQ) Up from 4.28B (YoY) +24.3% YoY ✅ Strong YoY growth across all key metrics ✅ Improved margins and consistent deal momentum #Hexaware #Q1Results #YoYGrowth #TechStocks #EarningsUpdate #IndianIT #StockMarketIndia #EBITDA #NetProfit #RevenueGrowth" @sourabhwadhwa22 on X 2025-07-24 16:54:55 UTC XXX followers, XX engagements
"🚛 Siyaram Recycling bags export order from Hong Kong 🧱 XXX tons of brass billets (brass scraphoney) order worth XXXXX Cr (USD 1.2M) from Greenland Trading. Execution in XX days. 📦 📈 Stock surged XXX% to XXX on news. #SiyaramRecycling #BrassBillets #ExportOrder #RecyclingIndustry" @sourabhwadhwa22 on X 2025-07-26 12:35:06 UTC XXX followers, XX engagements
"@sardesairajdeep @benstokes38 Ben Stokes throwing tantrums like hes in a preschool Ashes edition. 🍼 Sanjays right its high time England realises cricket isnt scripted by the ECB. The world has moved on maybe they should too. 😌🏏 #BenStokes #ENGvsIND #SpoiledKidEnergy #CricketTwitter" @sourabhwadhwa22 on X 2025-07-27 18:52:34 UTC XXX followers, 1419 engagements
"Ben Stokes throwing tantrums like hes in a preschool Ashes edition. 🍼 Sanjays right its high time England realises cricket isnt scripted by the ECB. The world has moved on maybe they should too. 😌🏏 #BenStokes #ENGvsIND #SpoiledKidEnergy #CricketTwitter" @sourabhwadhwa22 on X 2025-07-27 18:52:12 UTC XXX followers, XX engagements
"Imp EX-DIVIDEND #Tomorrow DIVIS LAB Rs XX HDFC BANK Rs X ULTRATECH Rs XXXXX LIC Rs XX ZYDUS LIFE Rs XX INFO EDGE Rs XXXX UNION BANK Rs XXXX OBEROI REALTY Rs X 3M INDIA Rs XXX ABBOTT INDIA Rs XXX AKZO NOBEL Rs XX BHARTI HEXACOM Rs XX ICRA Rs XX KEC Rs XXXX THYROCARE Rs XX TIMKEN INDIA Rs 36" @sourabhwadhwa22 on X 2025-07-24 11:50:57 UTC XXX followers, XXX engagements
"BEML Secures Major Defence Order 📦 Order Size: XXX Cr 🏢 Client: Ministry of Defence 🚛 Purpose: Supply of HMV 6x6 vehicles 🔧 Application: Logistics support for Armed Forces This order reinforces BEMLs leadership in defense mobility solutions and boosts its FY26 order book. #BEML #DefenceMakeInIndia #OrderWin #HMV #DefenceStocks #StockMarketNews" @sourabhwadhwa22 on X 2025-07-23 12:34:38 UTC XXX followers, XX engagements
"ThailandCambodia Conflict 🛕 Root Cause: Preah Vihear Temple 👉The Preah Vihear Temple is a 9th-century Khmer temple located atop a cliff on the CambodiaThailand border. 👉In 1962 the International Court of Justice (ICJ) ruled that the temple belongs to Cambodia but Thailand disputed the surrounding land (4.6 sq km). 👉Tensions escalated after UNESCO listed it as a Cambodian World Heritage Site in 2008" @sourabhwadhwa22 on X 2025-07-25 10:20:08 UTC XXX followers, XX engagements
"📊 CHENNAI PETROLEUM Q1 RESULTS 💸 Net Loss: XX Cr vs Profit of XXX Cr (QoQ) ❌ 📉 Revenue: 14812 Cr 🔻 XX% QoQ ⚙ EBITDA: XX Cr 🔻 XX% QoQ 📉 EBITDA Margin: XXXX% vs XXXX% (QoQ) ➡ Sharp decline across all metricspressure from weak refining margins #Q1Results #ChennaiPetroleum #EarningsUpdate #OilAndGas #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-26 18:24:15 UTC XXX followers, XX engagements
"EX dividend today BHARTI AIRTEL Rs XX HCL TECH Rs XX KOTAK MAHINDRA BANK Rs XXXX BLUE STAR Rs X BIRLASOFT Rs X CUMMINS INDIA Rs XXXXX DABUR INDIA Rs XXXX EXIDE INDUSTRIES Rs 2" @sourabhwadhwa22 on X 2025-07-18 01:58:08 UTC XXX followers, XXX engagements
"📊 Bank of Baroda Q1 FY25 Results Highlights ✅ Net Profit: 45.4B vs 44.58B (YoY) 💰 Interest Earned: 311B vs 296.29B (YoY) 📈 📉 GNPA: XXXX% vs XXXX% (QoQ) 📉 NNPA: XXXX% vs XXXX% (QoQ) 📦 Provisions: 17.3B vs 15.5B (QoQ) 💡 Strong profit growth YoY but slight uptick in NPAs & provisions sequentially. #BankofBaroda #Q1Results #Banking #Earnings #IndianBanks #NPA #BoB" @sourabhwadhwa22 on X 2025-07-25 11:40:37 UTC XXX followers, XXX engagements
"IDBI Bank & NSE backed NSDL planning $XXX mn IPO launch between July 29-August X at around $XXXX bn valuation #IDBIBank #NSE #NSDL" @sourabhwadhwa22 on X 2025-07-22 15:35:12 UTC XXX followers, XXX engagements
"🚢 Mazagon Dock Q1 FY26 Results 👇 🔻 Net Profit: XXX Cr XX% (YoY) 🟢 Revenue: 2625.5 Cr XXXX% (YoY) 🔻 EBITDA: XXX Cr XX% (YoY) 🔻 EBITDA Margin: XXXX% vs XXXX% (YoY) 📉 Sharp fall in profitability despite topline growth. Margin nearly halved. 💬 Can the defense order book offset cost pressure ahead #Q1Results #MazagonDock #DefenseStocks #Earnings #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-28 15:55:37 UTC XXX followers, XX engagements
"SIGACHI INDUSTRIES Q1 FY25 Results 🔻 Net Loss: 1.01B vs Profit 131.6M (YoY) 🔸 Due to exceptional item of 1.2B 📈 Revenue: 1.28B vs 957.1M (YoY) 🔼 ⚙ EBITDA: 241M vs 210.3M (YoY) 📉 EBITDA Margin: XXXXX% vs XXXXX% (YoY) 💼 PBT (Pre-Exceptional): 200M vs 164M (YoY) ✅ ➡ Operationally strong but bottom line impacted by one-time cost. #Sigachi #Earnings #Q1Results #StocksToWatch #MicrocrystallineCellulose #IndianMarkets" @sourabhwadhwa22 on X 2025-07-25 10:55:17 UTC XXX followers, XX engagements
"🚨 Historic US-EU Trade Deal Signed 🔹 EU to pay XX% tariffs on most exports (down from XXXX% for autos) 🔹 EU to buy $750B in US energy 🔹 EU to invest $600B in US 🔹 Total trade value (2024): $1.97T 💰 A major shift in global trade dynamics #US #EU #TradeDeal #Energy #Tariffs #Geopolitics #GlobalMarkets" @sourabhwadhwa22 on X 2025-07-28 02:29:59 UTC XXX followers, XX engagements
"Institutions increased their Holdings Ethos CG Power HDFC Bank Glaxo Pharma Rain Industries Page Industries CIE Automotive Vijaya Diagnostic Lumax Industries Automotive Axles IPCA Laboratories Mrs. Bectors Foods Authum Investment Sumitomo Chemical First Source Solutions" @sourabhwadhwa22 on X 2025-07-18 13:15:08 UTC XXX followers, XXX engagements
"🚫 Government Bans Multiple OTT Platforms Over Soft Porn Content The Ministry of Information & Broadcasting (MIB) has issued a directive to Internet Service Providers across India to block access to XX OTT apps and websites including ULLU ALTT Desiflix Big Shots App among others. The move was taken following findings that these platforms were distributing content deemed sexually explicit and violative of Indian legal and cultural standards. The action also involves disabling associated social media handles" @sourabhwadhwa22 on X 2025-07-25 07:58:29 UTC XXX followers, XX engagements
"🚆 Jayant Infratech bags XX Cr order from DCC Infra Projects for railway electrification EPC work. CMP: XXXXX Market Cap: XX Cr A significant milestone given the contract size matches its market cap. #Infra #RailwayEPC #JayantInfratech" @sourabhwadhwa22 on X 2025-07-26 13:06:37 UTC XXX followers, XX engagements
"KFin Tech Q1 FY25 🔻 (QoQ): 💰 Net Profit: 773M vs 851M 📈 Revenue: 2.7B vs 2.82B ⚙ EBIT: 963M vs 1.06B 📉 EBIT Margin: XXXXX% vs XXXXX% Muted quarter with margin compression. #KFinTech #Earnings #Q1Results #StockMarket" @sourabhwadhwa22 on X 2025-07-24 13:37:18 UTC XXX followers, XXX engagements
"📢 📢 SURAJ ESTATE DEVELOPERS: Q1 RESULTS 🧱 🔻 Net Profit: 213M vs 301M (YoY) 🔻 Revenue: 1.3B vs 1.34B (YoY) 🔻 EBITDA: 496M vs 632M (YoY) 🔻 EBITDA Margin: XXXXX% vs XXXXX% (YoY) Margins taking a hit despite stable topline. 📉 Signs of slowdown or just base effect #Q1Results #RealEstate #SurajEstate #Earnings #StockMarket #Smallcaps" @sourabhwadhwa22 on X 2025-07-25 15:10:53 UTC XXX followers, XX engagements
"Stocks got Promotion to Mid Cap to Large Cap Category ➡ Indian Hotels ➡ Solar Industries India ➡ Mazagon Dock Shipbuilders ➡ Max Healthcare Institute ➡ Shree Cements ➡ Mankind Pharma ➡ Apollo Hospitals ➡ Union Bank of India ➡ Lupin ➡ Jindal Steel & Power" @sourabhwadhwa22 on X 2025-07-08 05:44:37 UTC XXX followers, XXX engagements
"🚨 RELIANCE INFRA Q1 RESULTS 📈 Net Profit: 598M vs (2.33)B (YoY) 📉 Revenue: 59B vs 72B (YoY) 🔄 Swings back to profit but revenue remains under pressure. Signs of turnaround Can this be the start of a revival story for Reliance Infra 🧐 #RelianceInfra #Q1Results #Earnings #InfraStocks #AnilAmbani #Turnaround #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-25 15:34:20 UTC XXX followers, XXX engagements
"Latest Fund Manager Updates 🧵 Fund Manager Pulse: Whats New in Indian Asset Management X S. Naren (ICICI AMC) earned XXX Cr in FY25. Continues to anchor Indias largest largecap fund (68k Cr AUM). X Prashant Jain (3P) defends high multiples citing cost-of-capital tailwinds. Holds X% in Glenmark; trimming IT exposure. X Neelesh Surana has scaled Miraes equity AUM from 7k Cr to X lakh Cr+ via focused large/midcap strategies. X Shreyash Devalkar (Axis MF) delivers topquartile returns with low churn across Bluechip & Midcap mandates. X Kalpen Parekh (former DSP) built DSPs 1.5lakh Cr+" @sourabhwadhwa22 on X 2025-07-26 07:15:07 UTC XXX followers, XX engagements
"📊 Infosys Q1 FY25 (vs Q4 FY24) 🟢 Revenue: 422.8B vs 409.25B ( 3.3%) 🟢 EBIT: 88.03B vs 85.75B ( 2.7%) 🔴 EBIT Margin: XXXXX% vs XXXXX% ( XX bps) 🔴 Net Profit: 69.2B vs 70.33B ( 1.6%) 🧾 Takeaway: Topline and operational profit improved QoQ showing growth momentum. However net profit dipped slightly and margins softened likely due to higher costs or currency headwinds" @sourabhwadhwa22 on X 2025-07-23 11:19:51 UTC XXX followers, XXX engagements
"CYBERTECH SYSTEMS Q1 FY26 Results (QoQ) 💰 Net Profit: 81.7M vs 96M 📊 Revenue: 582M vs 615M 🧮 EBITDA: 49M vs 78.2M 📉 EBITDA Margin: XXXX% vs XXXXX% ➡ Sequential dip across key metrics suggests margin pressure and lower operating efficiency this quarter. #CyberTech #Q1Results #EarningsUpdate #ITStocks #ProfitDip #EBITDA #IndianIT #TechStocks #StockMarketIndia #QuarterlyEarnings #RevenueDecline #MarginPressure" @sourabhwadhwa22 on X 2025-07-24 15:58:53 UTC XXX followers, XX engagements
"16th July Stocks Update:Part X 👉Dixon Technologies: News of buying a XX% stake in Kunshan Q Tech. 👉Biocon: Its arm Biocon Biologics received FDA approval for its insulin product Kirsty expanding its diabetes portfolio in the US. 👉Centrum Capital: Approved raising Rs XXXXX crore through equity" @sourabhwadhwa22 on X 2025-07-16 13:38:05 UTC XXX followers, XXX engagements
"Brokerage Report on 16th July: Part X * Vaishali Parekh (Prabhudas Lilladher) (for July 16): 👉City Union Bank: Buy at 218; Target price at 228; Stop loss at XXX. 👉Varun Beverages: Buy at 469.80; Target price at 494; Stop loss at XXX. 👉Bodal Chemicals: Buy at 76.88; Target price at 81; Stop loss at 75" @sourabhwadhwa22 on X 2025-07-16 13:41:39 UTC XXX followers, XXX engagements
"🚨 Tensions Escalate: Thailand vs Cambodia ASEAN UN & regional powers are unable to calm rising conflict. Whats clear: China is deepening its influence with strong grips on Myanmar & Cambodia Thailand may be next. This could mark another strategic front in Chinas Southeast Asia push. 🌏 #Geopolitics #ThailandCambodia #China #ASEAN #SouthEastAsia #IndoPacific" @sourabhwadhwa22 on X 2025-07-25 16:23:18 UTC XXX followers, XXX engagements
"🏗 MAHINDRA LIFESPACE sets bold targets 👉 Eyes 10000 Cr sales by FY27 👉 Focus on luxury housing launches 👉 Tech-led execution & industrial cluster scale-up 👉 3x growth over FY24 base Ambitious roadmap aggressive execution #MahindraLifespaces #RealEstate #LuxuryHousing #FY27Targets #StocksToWatch" @sourabhwadhwa22 on X 2025-07-25 15:49:23 UTC XXX followers, XX engagements
"WIPRO secures a multi-year Smart Grid deal from Saudi Electricity Company ⚡ 🔹 Focus: Smart Metering & Digital Transformation 🔹 Strengthens Wipros presence in the Middle East energy tech space 🔹 Strategic push into utility digitization & smart infrastructure 📈 Positive for long-term revenue visibility and margins in energy + digital ops" @sourabhwadhwa22 on X 2025-07-24 11:44:51 UTC XXX followers, XX engagements
"@IndiaWarZone Pakistan trying to enter BRICS like 👉 Bhai entry de do GDP chhoti hai par dil bada hai 😅 India: Not today dost. 🙅♂ #BRICS #Pakistan #India #Geopolitics #JustForLaughs" @sourabhwadhwa22 on X 2025-07-28 02:39:10 UTC XXX followers, XXX engagements
"🚨 3B BlackBio Dx Acquires Coris Holding SRL 🧬 Deal Value: XXXX Mn upfront + XXXXX Mn earn-out 📅 Completion by Sept XX 2025 🎯 Strengthens focus on IVD (In-Vitro Diagnostics) space 🔹 MCap: 1242.56 Cr 🔹 CMP: 1447.75 Strategic expansion move or too small to matter 💭 #3BBlackBio #MergersAndAcquisitions #IVDSector #Diagnostics #HealthcareStocks #SmallcapIndia" @sourabhwadhwa22 on X 2025-07-28 07:12:39 UTC XXX followers, XX engagements
"🚨 Ceigall India Update 🚨 Delhi Metro Rail Corporation terminates Ceigalls XXXXXX Cr Bhubaneswar Metro Rail project. Termination notice issued on July XX 2025. Ceigall plans to pursue damages/compensation. 🔻 Project value: XXXXXX Cr 🏗 Status: Terminated 📅 Notice Date: July XX 2025 💼 MCap: 4629.49 Cr 📉 CMP: XXXXXX Will this lead to a prolonged legal battle or early settlement #Ceigall #MetroRail #DMRC #Infrastructure #Capex #IndianStocks #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-26 06:59:12 UTC XXX followers, XX engagements
"🚆 Rail Vikas Nigam Ltd (RVNL) signs an MoU with Mr. Ashraf Gulam Mohmed Theba from Oman 🤝 The partnership focuses on: 🔹 Business Development 🔹 Market Research 🔹 Representation in the Sultanate of Oman 🌍 Strategic step toward global expansion #RVNL #Railways #MoU #Oman #Infra #MakeInIndia #GlobalPartnership" @sourabhwadhwa22 on X 2025-07-22 17:38:12 UTC XXX followers, XXX engagements
"Absolutely. With fertilizer companies showing strong Q1 numbers and monsoon holding steady agri-linked plays like seeds irrigation agrochemicals and tractors could see traction. 📌 Keep an eye on names like Coromandel Chambal Fertilizers UPL Dhanuka PI Industries. 🌾 Rural demand revival might just be getting started. #AgriStocks #Fertilizers #Monsoon2025 #Q1Results #RuralIndia" @sourabhwadhwa22 on X 2025-07-28 16:24:47 UTC XXX followers, 1275 engagements
"📈 Gold prices in India have soared to near-record highs in July 2025 MCX August futures hit 100555 per 10g 🚨 This sharp surge reflects: 🌍 Global market dynamics 💱 Currency fluctuations 📊 Rising demand from India & China #Gold #MCX #Commodities #IndiaMarkets #GoldPrice #Investing" @sourabhwadhwa22 on X 2025-07-26 18:30:41 UTC XXX followers, XX engagements
"Top XX Cash Rich Stocks in Indian Market * Reliance Industries Limited (RIL) * Tata Consultancy Services (TCS) * Infosys Limited * HDFC Bank * Life Insurance Corporation of India * Coal India Limited * ITC Limited * HCLTech * Larsen & Toubro (L&T) * Oil and Natural Gas Corporation" @sourabhwadhwa22 on X 2025-07-19 09:50:58 UTC XXX followers, XXX engagements
"US Economy Holding Up: Amid President Trumps second term the US economy is showing resilience: Q2 GDP forecast XXX% inflation XXX% unemployment 4.1%. Analysts still warn that tariffs deportations and budget cuts may create longerterm fragilities" @sourabhwadhwa22 on X 2025-07-26 18:28:16 UTC XXX followers, XX engagements