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@logical_traderr "SG Finserve Q2 FY26 Earnings Call Summary A breaking down performance guidance leadership risk & growth path 👇 X. Q2FY26 Another Quarter of Solid Growth Loan Book up XX% QoQ to 2878 Cr Zero NPA maintained (again) Yield dipped to XXXX% (from XXXX% in Q1) due to large anchor onboarding (Tata Motors & Tata Steel) Despite the yield drop NIMs are still healthy. Quality was not compromised. X. PAT Guidance Revised But With Strategic Rationale Revised FY26 PAT Guidance: 120125 Cr (down from 150160 Cr) Why Macro slowdown. Anchors in building material auto IT have cut guidance Company chose to stay"
X Link @logical_traderr 2025-10-14T13:22Z 9600 followers, 5456 engagements

"🧵 Solarworld Energy Solutions Ltd Q1 FY26 Concall Highlights This was the company's first earnings call as a listed entity and it came with solid numbers strong commentary and ambitious strategic plans. Lets break it all down 👇 Q1 FY26 Financials (AprJun 2025) Total Income: XXXXX Cr (Incl. XXXXX Cr other income) YoY Growth: +241.8% PAT: XXXXX Cr Order Book & Execution Plan Current Order Book: 2500 Cr (95% EPC rest BESS) FY26 Execution Target: 1500 Cr (60% of OB) Indicates strong H2 execution visibility PAT Margins : XX% -XX% Mgmt noted XX% of EPC revenue is back-loaded due to project"
X Link @logical_traderr 2025-10-19T13:34Z 9598 followers, 3745 engagements

"I was listening to Atlanta Electricals Ltd Q1 FY26 concall today. These are the questions analysts asked to which management responded saying it's either not possible not feasible or not appropriate to answer at this point. X Full-year guidance given new live capacities Not right to guide now. Will share when facilities operate at optimum levels. 2Has order book grown beyond the 1600 Cr Seeing steady growth but not fair to share as on date numbers. X Will margins improve if laminations are procured/made in-house No assessment done yet can't comment at this stage. X Current enquiry pipeline"
X Link @logical_traderr 2025-10-21T13:13Z 9598 followers, 8320 engagements

"Four key players dominate the PEB (Pre-Engineered Buildings) sector. Among them Interarch and Pennar have listed histories management depth and operational track records. Epack and MBEL on the other hand are recent listings exciting but still untested. Most investors would rush toward the new growth stories. This person chose differently. He prioritized consistency over novelty and risk-adjusted conviction over hype. Thats the kind of thinking that separates good investors from average one. He valued data & certainty choosing businesses where past cycles speak louder than projections. He"
X Link @logical_traderr 2025-10-25T04:51Z 9598 followers, 1634 engagements

"Madhu Kela's Diwali Special Market Outlook From AI-driven disruption to the rise of Tier-3 entrepreneurs from PSU bets to equity vs gold Madhu Kela lays it all out with clarity and conviction. Key takeaways for smart investors this Samvat 👇"
X Link @logical_traderr 2025-10-17T09:26Z 9601 followers, 23.2K engagements

"Sathlokhar Synergys E&C posts robust H1 FY26 update - 1200+ Cr order book - 12800+ Cr bid pipeline - XX major EPC contracts worth XXX Cr - Clients include RIL Toyota Komatsu Ceylon Bev and more Credit rating upgraded by India Ratings More details in the attached snapshot"
X Link @logical_traderr 2025-10-17T09:43Z 9601 followers, 1735 engagements

"A Roundtable Episode by @_soniashenoy with fund management giants like Sunil Singhania Vikas Khemani Pankaj Tibrewal & Gurmeet Chadha shed light on "Why the Nifty Index isnt the true barometer for Indias market health " Curious Check out the attached snapshot.👇 A goldmine of insights you dont want to miss Bookmark & Retweet also for max reach"
X Link @logical_traderr 2025-10-21T04:51Z 9591 followers, 9285 engagements

"@_soniashenoy Happy Diwali @_soniashenoy I wish you have reposted the main tweet Most of your followers have also gone through the summary 🤣"
X Link @logical_traderr 2025-10-21T13:09Z 9588 followers, XXX engagements

"🧵 Solarworld Energy Guidance vs Ground Reality Lets talk numbers guidance and the power of being conservative with your assumptions something that can save you XX% of the time in the markets. 👇 1/ Guidance from Management Current order book: 2500 Cr Mgmt expects to execute XX% of this in FY26 thats 1500 Cr in revenue With PAT margin of 1112% were talking: ➡ PAT = 165180 Cr 2/ Valuation Math Current market cap: 2733 Cr If PAT = 165180 Cr Then Forward P/E = 15.2x to 16.5x Not too expensive especially if growth + margins expand as planned. 3/ But heres where conservatism kicks in: One large"
X Link @logical_traderr 2025-10-21T13:29Z 9591 followers, 1644 engagements