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@Anvith_
"𧬠Senores Pharma : Blockbuster Q1FY26 π₯ PAT XX% at XX Cr (YoY) Revenue XX% at XXX Cr (YoY) EBIDTA XX% at XX Cr (YoY) Regulated Markets Revenue XX% at XX Cr (YoY) EBITDA Margin: 35.5%. Emerging Markets Revenue XX% at XX Cr (YoY) EBITDA Margin: 6%. Launched X own ANDA products Received approval for X in Regulated Markets. Regulated Markets: XX Own commercial products XX Approved ANDA XX Pipeline. Emerging Markets: XXX Registered products XXX under Registration in 40+ countries. CDMO/CMO segment scaling up with new contracts & increased customer share. Positive Operating Cash Flow: XX Cr in Q1" @Anvith_ on X 2025-07-23 14:34:34 UTC 19.5K followers, 23.5K engagements
"JSW Energy β‘βππ π Indias silent renewable leader is building a clean energy powerhouse. πΌ Q1FY26 Execution Commissioned XXX MW RE (189 MW solar + XX MW wind) Total installed capacity now: XXXX GW Q1 capacity addition: XXX GW β Clean Energy Core Renewables = XX% of portfolio Wind: 3554 MW Solar: 2157 MW Hydro: 1391 MW π§± Locked-in Growth Path XXXX GW under construction XXX GW pipeline β‘ Total committed: XXXX GW π Storage = Strategic Edge Hydro Storage: XXXX GWh Battery Storage: XXX GWh β‘ Total: XXXX GWh target: XX GWh by 2030 π― Vision 2030 β XX GW generation capacity β XX GWh energy" @Anvith_ on X 2025-07-12 15:53:40 UTC 19.4K followers, 9608 engagements
"Vanguards 62200 Cr India Exposure What Theyre Betting On The global passive investing giant Vanguard Fund holds stakes in XX Indian stocks. Lets decode the top holdings by value π π¦ Top X Bets: BFSI + IT HDFC Bank 16387 Cr β‘ Flagship exposure to Indias largest private bank β‘ Core compounder with strong CASA NIMs and loan book scale Infosys 14984 Cr β‘ Classic IT play; global outsourcing + digital transformation ICICI Bank 10886 Cr β‘ FII favourite; consistent RoE retail growth engine and NPA control π Auto & Infra Theme Mahindra & Mahindra 4052 Cr β‘ EV + SUV + tractor leader; riding both" @Anvith_ on X 2025-07-25 01:50:34 UTC 19.4K followers, 3193 engagements
"JP Morgan Takeaways on Key Financials Q1 FY26 Snapshot ICICI Bank β
Clean beat Strong CASA growth Lower cost of funds (CoF) driving outperformance HDFC Bank β In-line results No rerating triggers Margin headwinds & high Loan-to-Deposit Ratio (LDR) remain overhangs Yes Bank β Headline profit growth looks unsustainable Boosted by one-off bond gains RoA/RoE still muted JP Morgan remains Underweight "Deal trade" seems fully played out RBL Bank β Margin pressure + high slippages Bottomline aided by trading gains & provisioning reversal not sustainable Emirates NBD stake sale is sentiment positive" @Anvith_ on X 2025-07-21 11:38:29 UTC 19.4K followers, 2087 engagements
"β Waaree Energies The Next Solar Multibagger Indias solar push is gaining momentum and Waaree Group might just be leading the charge with a hidden ace: Indosolar Ltd. Lets break it down π§΅π X Big Breakthrough in the US Waaree Solar Americas (subsidiary) secured a XXX MW solar module order on 19th July 2025. With this Waaree Energies total order book has crossed 47000+ Cr a strong sign of global confidence in Indian solar tech. X IndoSolar: From Dead Asset to 26X Multibagger Waaree Energies owns XXXXX% of Indosolar Ltd. It acquired the company in 2022 at 10/share investing XX Cr. Today" @Anvith_ on X 2025-07-20 15:19:58 UTC 19.5K followers, 29.6K engagements
"#Q1FY26 Earnings Calendar Thursday 17th July 2025 Axis Bank Wipro Jio Financial Services LTIMindtree HDFC Asset Management Company Indian Hotels Company Polycab India Tata Communications XXX ONE WAM LMW Ceat Clean Science & Technology Newgen Software Technologies Nuvoco Vistas Corporation Waaree Renewable Technologies Alok Industries South Indian Bank Sterling and Wilson Renewable Energy Sunteck Realty Route Mobile Shoppers Stop Heritage Foods Krishana Phoschem Mahindra Logistics Vimta Labs Navkar Corporation Integra Engineering India ABM Knowledgeware Morarka Finance Mishka Exim Jupiter" @Anvith_ on X 2025-07-16 16:09:27 UTC 19.5K followers, 16.3K engagements
"π Defence Stocks Order Book & Guidance Hindustan Aeronautics Bharat Electronics Solar Industries Mazagon Dock Bharat Dynamics Cochin Shipyard Jyoti CNC Auto GRSE PTC Industries BEML Data Pattern Zen Technologies Azad Engineering Astra Microwave Mishra Dhatu Nig Rattanindia Ent Paras Defence MTAR Technologies Dynamatic Tech Apollo Micro Systems AXISCADES Tech DCX Systems Avantel Centum Electron Goodluck India Prem. Explosives NIBE Ideaforge Tech Jaykay Enter Sika Interplant Walchan Inds Sahana Systems Krishna Defence CFF Fluid Macpower CNC Swan Defence Tembo Global High Energy Bat. Inv.&" @Anvith_ on X 2025-05-22 04:28:50 UTC 19.4K followers, 255.4K engagements
"JSW Energy signed 25-year PPA with NHPC for XXX MW Solar-Wind Hybrid project at 3.49/KWh. #JSW #JSWEnergy" @Anvith_ on X 2025-06-25 17:14:20 UTC 19.4K followers, 11.4K engagements
"π’ Varun Beverages to Acquire XX% Stake in Sri Lankan Company Everest Industrial. π Varun Beverages Ltd has approved the acquisition of a XX% stake in Everest Industrial Lanka (Private) Ltd a Sri Lankan company. This strategic move aims to expand Varun Beverages presence in the South Asian market. While specific details of the deal remain undisclosed the acquisition could potentially enhance the company's market presence in Sri Lanka diversify its product portfolio and create operational synergies. #VarunBeverages #VBL" @Anvith_ on X 2025-05-19 09:29:06 UTC 19.4K followers, 3362 engagements
"β Premier Energies commissions a new XXX GW TOPCon Solar Cell line enhancing production and marking a significant step in their expansion strategy. #PremierEnergies" @Anvith_ on X 2025-06-26 15:24:13 UTC 19.4K followers, 11.9K engagements
"π JSW Energy joins race for Raigarh Champa Rail Infra after NCLAT nod π JSW Energy has already acquired KSK Mahanadi Power a 3600 MW thermal power plant in Chhattisgarh for 16084 Cr through the insolvency process earlier in March this year. #JSW #JSWEnergy #KSKMahanadi #Railway #RaigarhChampaRail #Nifty" @Anvith_ on X 2025-06-24 03:05:41 UTC 19.4K followers, 2667 engagements
"π’ Real Estate Giants on the Rise - Sales Q4FY25 Macrotech Developers - 4224 Cr DLF - 3128 Cr Prestige Estates Projects - 1528 Cr Godrej Properties - 2122 Cr Brigade Enterprises - 1460 Cr Sobha - 1241 Cr π’ Housing sales πΌ XX% over the last X years between FY19 and FY25. π’ Under-construction homes contributed XX% of FY25 transactions. π’ Demand for luxury homes above X crore saw a strong uptick. π’ DLF sold out its 11000 crore project Privana North within a week achieving nearly XX% of its FY26 pre-sales guidance. * Figures in Crore (Rounded off) Source: Screener & Grant Thornton Bharat -" @Anvith_ on X 2025-06-24 12:35:03 UTC 19.4K followers, 7031 engagements
"π Indian Railways: 13L+ Cr Opportunity by 2030 1000 new trains in the next X years and bullet trains by 2027. - Ashwini Vaishnaw Union Minister of Railways of India India's Rail infra is entering a golden era. Heres a full breakdown of beneficiary stocks across segmentsπ X Passenger Services & Monetization Play πΉ IRCTC Monopoly in online ticketing tourism catering High-margin asset-light business Upside from growing ticket volumes premium tourism Rail Neer expansion π§ Direct beneficiary of rising train additions X Railway EPC + Infra Construction πΉ RVNL (Rail Vikas Nigam Ltd) Executes" @Anvith_ on X 2025-07-12 07:40:53 UTC 19.4K followers, 54.5K engagements
"π‘ Dear investor - Stay Invested keep grinding In today's fast-paced entrepreneurial landscape many aspire to achieve immediate success. However Amazon's journey under Jeff Bezos exemplifies the importance of patience and long-term vision. Founded in 1994 in a modest garage in Bellevue Washington Amazon began as an online bookstore. Despite initial skepticism and operating losses Bezos remained steadfast in his commitment to customer satisfaction and innovation. This dedication paid off when in December 2003 Amazon reported its first profitable year nearly a decade after its inception." @Anvith_ on X 2025-07-28 02:58:06 UTC 19.5K followers, 1292 engagements
"β
Apollo Micro Systems Solid Q1FY26 π Net Profit +125.6% at XXXX Cr Vs XXX Cr Revenue +46.9% at XXX Cr Vs XXXX Cr EBITDA +83.0% at XXXX Cr Vs XXXX Cr EBITDA Margin +614 bps at XXXXX% Vs XXXXX% π The Indian Investor View Operational strength and solid demand fueled strong year-over-year growth leading to better margins and enhanced profitability. π« No Buy/Sell Recommendation. #ApolloMicroSystems #AMS #Defence #Nifty" @Anvith_ on X 2025-07-28 11:46:46 UTC 19.5K followers, 7802 engagements
"Upcoming IPOs with Shareholder Quota Benefits Just X share of the parent co. can unlock IPO advantage. Lets decode which IPOs & what to track π X Hero Fincorp Parent: Hero MotoCorp Lending arm of Hero retail & SME focus Key monitorable: AUM growth margins fintech tie-ups X Brigade Hotel Ventures Parent: Brigade Enterprises Pure-play hospitality spin-off Watch: Occupancy ARR recovery asset ownership X ICICI Prudential AMC Parent: ICICI Bank Among Indias top mutual fund houses Will benefit from SIP boom + retail financialization X Greaves Electric Mobility Parent: Greaves Cotton Ampere" @Anvith_ on X 2025-07-21 17:32:23 UTC 19.5K followers, 5386 engagements
"Best Performing IPOs of the Last X Years (Returns as of 2025 did you ride these multibaggers) Lets decode year-wise IPO stars ππ πΉ 2024 KRN Heat π― Gain: +286% A niche industrial play riding on defence & EV capex. Precision engineering + margin expansion = sharp re-rating. πΉ 2021 IRFC π― Gain: +415% Indias railway financing arm surprised everyone with massive re-rating. PSU tag didnt stop the compounding. πΉ 2022 Kaynes Tech π― Gain: +897% π Indias EMS champion. Perfect storm: capex chip tailwinds Make-in-India + early mover edge in design-led EMS. Truly a generational wealth creator. πΉ" @Anvith_ on X 2025-07-23 16:07:34 UTC 19.4K followers, 5738 engagements
"π§΅ Why Do We Post When Markets Fall Not to scare. But to prepare. Read this before muting conviction π X "Why post when market falls" Bhai because that's exactly when people need conviction - Not gyan after a XX% rally π X When panic peaks logic hides. Our goal: help investors stay the course when it's hardest - π Because regret lasts longer than volatility. X If posting during dips triggers you maybe you're not holding enough to care π€·β X History Speaks: 200809 crash: Nifty down -XX% recovered 4x in X years 2020 Covid crash: Nifty down -XX% recovered 2x in XX months π Silence didnt" @Anvith_ on X 2025-07-28 16:50:28 UTC 19.5K followers, 2275 engagements
"β‘ JSW Energy signs 25-year PPA for XXX MW FDRE project at 4.98/kWh boosting capacity to XXXX GW. #JSW #JSWEnergy #BESS" @Anvith_ on X 2025-07-25 04:47:52 UTC 19.4K followers, 2235 engagements
"π Mukul Agrawals New Bets Value Meets Scale Ace investor Mukul Agrawal has added two fresh names to his portfolio signaling confidence in industrial growth and niche manufacturing. Lets decode his picks π X Sarda Energy & Minerals CMP: XXX Mcap: 15320 Cr Stake Bought: XXX% (4000000 shares) Play on steel & power integration Sardas backward-integrated operations (iron ore + power) give it cost leadership. Diversification kicker Hydro power assets and ferro alloys add stability to cyclical steel business. Key triggers Rising domestic infra demand and global supply shifts in ferro alloys. 2" @Anvith_ on X 2025-07-26 10:37:55 UTC 19.5K followers, 4363 engagements
"Dixon x Eureka Forbes New Category Play: Robotic Vacuum Cleaners Dixon Technologies enters into a strategic agreement with Eureka Forbes for the assembly & manufacturing of robotic vacuum cleaners. Heres what investors need to know π½ πΉ Whats the Deal Dixon will assemble and manufacture robotic vacuum cleaners for Eureka Forbes. β‘ A foray into premium tech-enabled home appliances β‘ Expands Dixons footprint in smart consumer durables πΉ Who is Eureka Forbes A 40+ year-old leader in Indias health & hygiene space. Portfolio: Water & air purification Vacuum cleaners Direct & e-comm distribution" @Anvith_ on X 2025-07-07 11:48:30 UTC 19.5K followers, 5470 engagements
"Companies Giving Out Super Profits π°π₯ Strong earnings. Solid tailwinds. Sectoral leadership. Lets decode the silent profit machines delivering consistent alpha π πΉ Zydus Lifesciences Pharma growth with innovation Specialty portfolio expansion (Desidustat Lipaglyn) US generics rebounding Improving RoCE post restructuring πΉ Redington India's tech distribution backbone Riding the AI & cloud hardware upcycle Massive scale low working capital model Dividend payout rising with stable RoCEs πΉ BSE Beyond just a stock exchange Staggering jump in options revenue MCX integration innovation in SME" @Anvith_ on X 2025-07-24 12:46:24 UTC 19.4K followers, 2674 engagements
"Indias ROCE Kings Nifty Next XX (As of July 2025) ROCE = Return on Capital Employed It tells how well a company uses its capital to generate profits. Higher ROCE = Better capital efficiency + strong business model. Lets look at the top performers π 𧬠Torrent Pharma ROCE: XX% πΉ Focused approach on high-ROCE geographies πΉ Clean balance sheet + cash-rich πΉ Good blend of India + export story π Hyundai Motor India ROCE: XX% πΉ Asset-light auto leader with high margins πΉ Strong cash flows minimal reinvestment needs πΉ Not listed but sets the benchmark π’ LIC ROCE: XX% πΉ Massive investment" @Anvith_ on X 2025-07-07 05:47:36 UTC 19.5K followers, 6620 engagements
"β½ Oil & Energy Stocks to Watch Amid Rising Geopolitical Tensions Reliance Industries (RIL) Jindal Drilling Hindustan Petroleum Corporation (HPCL) OIL India Prabha Energy ONGC MRPL Chennai Petroleum Deep Industries Indian Oil Corporation (IOCL) Bharat Petroleum (BPCL) CONFIPET Gulf Oil π« No Buy/Sell Recommendation. These are watchlist candidates only - not investment advice. DYODD" @Anvith_ on X 2025-06-25 05:33:01 UTC 19.5K followers, 2949 engagements
"β‘ Top XX Power Companies By Market Cap X. NTPC π₯ X. Power Grid X. Adani Power X. Adani Renewables X. Tata Power X. Adani Energy Solutions X. NTPC Green X. JSW Energy X. NHPC XX. Torrent Power πΉAs of June 2025 NTPC leads the charge with a massive XXXX Lakh Cr valuation. πΉFrom renewables to traditional energy this list showcases the rising dominance of India's top power players. πΉWith growing demand and policy tailwinds the power sector is becoming a silent compounder in many portfolios. π« No Buy/Sell Recommendation" @Anvith_ on X 2025-06-20 12:16:53 UTC 19.5K followers, 7393 engagements
"Defence Ministry clears XX capital acquisition proposals worth approx XXXX lakh Cr through Indigenous Sourcing. Key Procurements: X. Armoured Recovery Vehicles X. Electronic Warfare Systems X. Surface-to-Air Missiles X. Defence Tech & Autonomous Vessels X. Moored mines gun mounts submersibles #Defence #MakeInIndia #ViksitBharat #AtmanirbharBharat #HAL #BEL #ZenTech" @Anvith_ on X 2025-07-03 15:40:49 UTC 19.4K followers, 7967 engagements
"@BharatStockLive @TataSteelLtd @AshishMeher7 @DFinMirror @Financewitpalak @financeweek101 @Geetu_Moza @GingerInvest44 @Nifty_Investor1 @Nigel__DSouza Good for Tata Steel β
" @Anvith_ on X 2025-07-24 16:10:52 UTC 19.4K followers, XXX engagements
"Indias IPO Pipeline is Heating Up in 2025 Over 28000 Cr worth of fresh equity listings are lined up across consumer brands fintech microfinance solar and tech. Lets break it down π π Biggest IPOs in the Queue SK Finance 2200 Cr β‘ NBFC with strong rural lending book and Rajasthan roots boAt 2000 Cr β‘ Indias audio wearables unicorn; now eyeing profitability and global push Innovativeview India 2000 Cr β‘ Smart security & surveillance solutions provider; plays on smart infra Jain Resource Recycling 2000 Cr β‘ Metal recycling player riding on sustainability & circular economy Urban Company 1900" @Anvith_ on X 2025-07-25 01:44:27 UTC 19.4K followers, 6832 engagements
"@vishpradp True. Im bullish on Apollo Hospitals no reco" @Anvith_ on X 2025-07-25 14:58:48 UTC 19.4K followers, XX engagements
"Thank You The Indian Investor Community The Indian Investor is 19000+ strong πͺ Grateful for your trust support & energy π Every follower pushes me to share better insights & stay true to quality investing. Lets keep compounding together. Your support = my fuel π₯ Your trust = my responsibility π" @Anvith_ on X 2025-07-20 11:41:46 UTC 19.5K followers, 22.2K engagements
"@swing_blaster Nice π Invested on Waaree Energies Siemens Energy Senores Pharma Muthoot Finance Interarch Dixon Technologies Oriana Power no reco" @Anvith_ on X 2025-07-27 07:51:49 UTC 19.5K followers, 1175 engagements
"π± Dixon Technologies forms JV 'Lightanium Technologies' with Signify Innovations India. Lightanium incorporated on 26th June 2025 as an OEM for lighting products/accessories. Dixon invests XXX Cr (25L shares at XX each) on 8th July 2025 for XX% stake. JV leverages Signifys industry leadership to strengthen Dixons lighting business in India. #Dixon #DixonTechnologies #Lightanium" @Anvith_ on X 2025-07-08 15:18:10 UTC 19.5K followers, 6029 engagements
"Indias Silent Biotech Champions: The CDMO Opportunity π§ͺ𧬠Everyone talks about biotech and APIs. but Indias Contract Development & Manufacturing (CDMO) players are quietly building global moats. Lets decode the landscape π§΅π X. Divis Laboratories π° MCap: 177199 Cr π― Focus: APIs custom synthesis π Strength: Global leader with US/EU exposure π Insight: Strong moat in custom synthesis. Margin leader but valuation already rich a steady compounder not a rerating bet. X. Zydus Lifesciences π° MCap: 97887 Cr π― Focus: APIs biosimilars π Scale: Large-scale infra for biosimilars π Insight:" @Anvith_ on X 2025-07-22 08:25:08 UTC 19.4K followers, 7205 engagements
"π’ X Stocks Where Mutual Funds Raised Stake in April 2025. X. Bajaj Finserv X. RVNL X. Punjab National Bank X. GMR Airports X. SAIL X. Canara Bank X. NBCC India X. HBL Engineering X. Ujivan Small Finance Bank π’ Are you invested or tracking any of the mentioned companies π π« No Buy/Sell Recommendation. This content is for educational exploration only. DYODD. Source: ET Money. #Investing #MF #SIP #Nifty50" @Anvith_ on X 2025-05-29 06:22:04 UTC 19.4K followers, 1998 engagements
"π Blinkit Zomato: Quick Commerce Food Delivery A structural shift is underway at Zomato Ltd and the numbers speak for themselves. Lets break it down π§΅π For the first time ever Blinkit π₯ has outpaced Zomatos core food delivery biz in revenue in Q1FY26. β‘ Quick commerce revenue food delivery revenue β‘ Blinkit is no longer a side hustle it's now the growth engine. π Jefferies View: "Mgmt commentary is significantly positive despite a mixed Q1" Competitive pressure easing Margins improving Food delivery growth moderating Expecting margin pickup ahead π― Target Price: XXX CMP: XXX BUY π§ " @Anvith_ on X 2025-07-22 12:19:32 UTC 19.4K followers, 7054 engagements
"π Jefferies' Top India Stock Picks July 2025 A powerful mix of infra energy consumption and digital bets. Here's what this curated list signals π πΉ Adani Energy Solutions Indias smart grid & T&D backbone. Rising relevance in HVDC smart metering. πΉ Adani Ports & SEZ Critical logistics enabler; multi-port advantage + growing EXIM footprint. πΉ AWL (Adani Wilmar) Agri FMCG play with margin levers improving post commodity volatility cool-off. πΉ MP Birla Group Cement + infra proxy; potential rerating with housing & roads boom. πΉ Bharti Airtel Data monetization digital payments and Africa" @Anvith_ on X 2025-07-16 08:40:59 UTC 19.4K followers, 3481 engagements
"Kalyan Jewellers Q1FY26: Sparkling Momentum Across Markets π πΉ Consolidated Revenue Growth XX% YoY Despite gold price volatility & geopolitical tension strong traction from Akshaya Tritiya + weddings drove demand. πΉ India Business Revenue up XX% YoY Same-store-sales-growth (SSSG): XX% πΉ International Business Revenue growth: XX% YoY Middle East growth: XX% YoY Global biz now XX% of total revenue πΉ Candere Digital Goldmine Revenue up XX% YoY Big lift from May 2025 brand campaign πΉ Showroom Expansion Q1 adds: XX (India) X (US) X (Candere) Total: XXX showrooms (India: XXX ME: XX US: 2" @Anvith_ on X 2025-07-07 04:02:10 UTC 19.4K followers, 1859 engagements
"Jefferies has identified the following XX Stocks with high growth potential for the next X years: πΈCompany Name (TP) πΉAmber Enterprises (9740) πΉAmbuja Cements (1250) πΉAxis Bank (2810) πΉBharti Airtel (2530) πΉJSW Energy (1100) πΉLarsen & Toubro - L&T (7564) πΉMacrotech Developers- LODHA (3000) πΉMax Healthcare (1925) πΉState Bank of India -SBI ( 1860) πΉTVS Motor (5000) πΉZomato (400) π« No Buy/Sell Recommendation. DYODD" @Anvith_ on X 2025-05-31 04:03:01 UTC 19.4K followers, 16.9K engagements
"π India Auto Sector Dashboard June 2025 πΈ Wholesale volumes steady Vahan registrations: XXXXX lakh (+5% YoY) πΈ 2-Wheelers expected to lead FY26 growth π Commercial Vehicles (Mixed Performance) πΉ Tata Motors: 91209 vs 85606 β‘ +6.6% πΉ Ashok Leyland: 43893 vs 44238 β‘ -XXX% πΉ Mahindra & Mahindra: 62526 vs 64956 β‘ -XXX% πΉ Maruti (LCV): 7946 vs 8510 β‘ -XXX% πΉ VECV (Eicher): 19702 vs 21610 β‘ -XXX% π΅ Two-Wheelers (Strong Start) πΉ TVS Motors: 1232194 vs 1056350 β‘ +16.7% πΉ Bajaj Auto: 950917 vs 948791 β‘ +0.2% πΉ Eicher (RE): 265528 vs 226907 β‘ +17.0% π Tractors (Soft Q1) πΉ M&M: 121467 vs" @Anvith_ on X 2025-07-11 13:10:50 UTC 19.4K followers, 4454 engagements
"π XXX 'VANDE BHARAT' Trains By 2030 π Massive opportunity ahead for Indian Railways & related sectors These ππ» companies could ride the railway boom X. HBL Engineering Kernex Microsystems & KEC International - Railway Kavach X. RAIL VIKAS NIGAM LTD ( RVNL ) - Rail Infrastructure Projects X. Titagarh Rail Systems - Makes Trains Wagons Ships Electrical & Castings Manufacturer X. Jupiter Wagons Ltd - Manufacturing Rail Freight Wagons X. Hitachi Energy - Engineering Products AND Services In Power Technology X. TRANSFORMERS AND RECTIFIERS LTD ( TARIL ) - Manufacturer Rectifier Transformers 7." @Anvith_ on X 2025-06-17 06:11:30 UTC 19.5K followers, 70.9K engagements
"Sector Wise Stock Picks - Based on Q4FY25 from ICICI Direct Banking - Kotak Mahindra Bank IT - Persistent Systems FMCG - Marico Hotels - Lemon Tree Hotels Auto - Mahindra & Mahindra Capital goods - Larsen & Toubro Pharma - Piramal Pharma Defence - Bharat Electronics Cement - JK Cement Metals - Jindal Steel & Power Consumer durable & EMS - Dixon Technologies Asset Management - HDFC AMC π« No Buy/Sell Recommendation. DYODD" @Anvith_ on X 2025-06-05 09:34:25 UTC 19.4K followers, 5187 engagements
"π’ Data Centre Integration Stocks in India π§΅ As India builds its data infra backbone here are XX companies playing key roles in infra integration and network enablement π Lets decode each: X. Black Box (BBTCL) Leading player in data infra + network integration Global presence post AGC Networks merger Deep focus on data centre cabling network infra & cybersecurity X. SIS Ltd (via Tenon FM) Facility management arm enables infra ops for data centres O&M + Security + Energy Mgmt Asset-light entry into DC ecosystem X. Team Computers (Unlisted) Strong in IT infra hybrid cloud data centre" @Anvith_ on X 2025-07-20 05:22:14 UTC 19.4K followers, 24.8K engagements
"πΌ Top Performing Mid Cap Stocks: 5-Year Returns BSE - 6549% RVNL - 2238% KPIT Technologies- 2179% PERSISTENT Systems - 1939% SOLAR Industries- 1627% COCHIN SHIPYARD - 1521% Bharat Dynamics (BDL) - 1508% SUZLON- 1402% DIXON Technologies - 1386% APL APOLLO - 1080% π« No Buy/Sell Recommendation" @Anvith_ on X 2025-06-16 10:29:40 UTC 19.4K followers, 13.4K engagements
"π₯ XX Stocks with XX% Growth Guidance for FY26 Curated across Infra Solar Fintech Shipping Electronics & Retail 1) Quality Power (QPower) π Energy Transition Tech Focus on power transmission substation equipment EV charging + grid upgrade + smart infra β‘ FY26 to benefit from policy-driven infra capex 2) Oriana Power Ltd π Solar EPC + BOOT Solutions Founded: 2013 Verticals: EPC execution + solar O&M + BOOT projects Tailwinds: Rooftop solar adoption C&I demand Net-zero mandates β‘ Lean model with asset-light execution 3) Womancart Ltd π Omnichannel Womens Retail Founded: 2018 Sells: Apparel" @Anvith_ on X 2025-07-25 14:55:23 UTC 19.5K followers, 13K engagements
"β
A reminder that real wealth isn't just about money-it's about choice time and the power to say no. βπ» Start #Investing" @Anvith_ on X 2025-07-26 02:18:27 UTC 19.4K followers, 1386 engagements
"π© Mutual Funds Most Bought Stocks Here is the list of most bought stocks across all mutual funds in April 2025 Large-Cap: Infosys Tata Consultancy Services ( TCS ) Tata Steel Kotak Mahindra Bank Larsen & Toubro Reliance Industries ( RIL) HCL Technologies Dr. Reddy's Laboratories JSW Energy Hyundai Motor India Mid-Cap: BSE Coforge IDFC First Bank Max Financial Services SRF Lupin Persistent Systems Tube Investments Of India Syngene International Pl Industries Small-Cap: RBL Bank Delhivery Dr. Lal Pathlabs Crompton Greaves Home First Finance Ujjivan Small Finance Bank Hexaware Technologies" @Anvith_ on X 2025-06-16 06:07:13 UTC 19.4K followers, 9658 engagements
"π Indian Mutual Funds Betting Big on Foreign Stocks Domestic equity funds are no longer just desimany are making meaningful allocations to global giants. Here's a look at the top Indian funds with high foreign equity exposure (as of June 2025): π§΅Lets decode the trend π X. Edelweiss Technology Fund β‘ XXXX% of AUM in foreign stocks β‘ XXX Cr across XX stocks π Focused on global tech trends plays like semis AI infra cloud. X. DSP Value Fund β‘ XXXX% foreign exposure β‘ XXX Cr across XX holdings π Value stocks globally. Likely bets on undervalued US/Europe companies. X. Edelweiss MSCI India" @Anvith_ on X 2025-07-24 06:34:02 UTC 19.4K followers, 13.1K engagements
"πΌ ICICI Direct Picks based on Q4FY25 Results Company Name & TP π― ============================ Sun Pharmaceutical Industries 1925 Torrent Pharmaceuticals 3670 Star Cement XXX Gland Pharma 1920 Dixon Technologies India 20000 UNO Minda 1200 Zydus Lifesciences 1055 Solar Industries India 16310 DLF 1000 Power Grid Corporation of India XXX Hindalco Industires XXX Bharat Electronics XXX Vinati Organics 2185 Lupin 2480 Data Patterns (India) 3130 Bharat Heavy Electricals XXX π’ Are you invested or tracking any of the mentioned companies π π« No Buy/Sell Recommendation. This content is shared for" @Anvith_ on X 2025-05-27 07:33:32 UTC 19.4K followers, 3222 engagements
"π 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: π₯€ Varun Beverages Ltd Current PE: XX 5Y Median PE: XXXX β‘ Premium FMCG play available at a discount to its historical valuation. 𧬠Dr Reddys Laboratories Ltd Current PE: XXXX 5Y Median PE: XXXX β‘ Global pharma leader with improving margins and steady US pipeline. π§΄Pidilite Industries Ltd Current PE: XXXX 5Y Median PE: XXXX β‘ Monopolistic brand in adhesives and construction chemicals now trading below historical PE. π¨ Asian Paints Ltd Current" @Anvith_ on X 2025-07-07 13:25:04 UTC 19.4K followers, 7165 engagements
"π§΅ Indias Top X Dividend Yield Stocks (As of July 2025) Looking for steady cash flows in volatile markets These high dividend yield plays might interest you π X. Canara Bank XXXXX% β‘ PSU bank with strong earnings revival β‘ Dividends riding on record FY25 profits & low payout in prior years X. Vedanta Ltd XXXX% β‘ Commodity major with high cash flow from zinc/aluminum β‘ Uses dividends to fund promoter-level debt; yields are high but watch sustainability X. Jagran Prakashan XXXX% β‘ Print media player with low capex needs β‘ Generates consistent FCF; generous payout despite industry challenges 4." @Anvith_ on X 2025-07-16 08:36:52 UTC 19.4K followers, 2305 engagements
"π± π¦ β Captain Polyplast awarded LOA to supply solar pumps under PM-KUSUM scheme in Gujarat expanding solar EPC business. Received Letter of Acceptance (LOA) from Dakshin Gujarat Vij Company Limited. Empaneled to supply off-grid standalone solar photovoltaic water pumping systems. Project falls under Component-B of the PM-KUSUM scheme in Gujarat State. #CaptainPolyplast #CPL #PMKUSUM" @Anvith_ on X 2025-07-25 17:09:14 UTC 19.4K followers, 3597 engagements
"Top XX Most Expensive Nifty XXX Stocks (P/E-wise) X Eternal P/E: XXXXX Ultra-premium valuation likely driven by low base or non-cash profits High-risk high-conviction narrative tread with caution X Siemens Energy India P/E: XXXXX Green energy optimism baked in Execution needs to match global premium pricing X Trent P/E: XXXXX Indias fashion retail disruptor Same-store growth + Zudio rollout justify the hype (for now) X Jio Financial P/E: XXXXX Still in monetization phase Growth potential huge but revenue visibility needs catch-up X CG Power P/E: XXXXX Strong capex cycle play with margin" @Anvith_ on X 2025-07-25 14:39:15 UTC 19.5K followers, 7094 engagements
"@Stock_marketIND Good list. Invested in APL Apollo Tubes. no reco" @Anvith_ on X 2025-07-20 11:29:25 UTC 19.4K followers, XXX engagements
"#Q1FY26 Earnings Calendar Tuesday 22nd July 2025 Blue Jet Healthcare Dixon Technologies Indian Railway Finance Corporation (IRFC) JSW Infrastructure Colgate Palmolive (India) One XX Communications (Paytm) United Breweries Dalmia Bharat KEI Industries Mahindra and Mahindra Financial Services Shyam Metalics & Energy CreditAccess Grameen Kajaria Ceramics Zensar Technologies Schloss Bangalore Mahanagar Gas Vardhman Textiles Zee Entertainment Enterprises Kirloskar Pneumatic Company Aurionpro Solutions HMT Jana Small Finance Bank VST Industries SML Isuzu E2E Networks Good Luck India Cyient DLM" @Anvith_ on X 2025-07-22 02:36:25 UTC 19.4K followers, 8882 engagements
"#Q1FY26 Earnings Calendar Friday 18th July 2025 Reliance Industries JSW Steel Hindustan Zinc Indian Overseas Bank LT Finance Bandhan Bank Mangalore Refinery and Petrochemicals Atul Hatsun Agro Products Indiamart Intermesh Mastek MPS Aarti Drugs Jayaswal Neco Industries Garuda Construction and Engineering Shiva Cement Kerala Ayurveda Mahindra EPC Irrigation Associated Stone Industries (Kotah) Ponni Sugars (Erode) ILandFS Investment Managers Yaari Digital Integrated Services Indbank Merchant Banking Services Techknowgreen Solutions Alkali Metals Sampre Nutritions Khaitan (India) Roselabs" @Anvith_ on X 2025-07-17 13:18:30 UTC 19.4K followers, 8348 engagements
"πΉ Every Rupee is an Opportunity not a handout. βπ» Start #Investing" @Anvith_ on X 2025-07-22 03:15:47 UTC 19.5K followers, 38.1K engagements
"Order Book Powerhouses Transmission Sector β‘ Massive order visibility = multi-year earnings tailwind π πΉTARIL - 5132 Cr πΉShilchar Technologies - XXX Cr πΉTransrail - 14551 Cr πΉGE Vernova - 12660 Cr πΉ Kalpataru Projects 64495 Cr πΉ Adani Energy Solutions 59936 Cr πΉ KEC International 40000 Cr πΉ CG Power 9909 Cr πΉ Skipper 7458 Cr πΉ Sterlite Tech XXX Cr π‘ Infra capex = Long runway ahead. Stay tuned. π« No Buy/Sell Recommendation" @Anvith_ on X 2025-06-18 16:47:07 UTC 19.4K followers, 67.7K engagements
"β JSW Energy - Included in FTSE4Good Index for ESG π Bold Expansion π―: XX GW by 2030 Current: XXXX GW Carbon Neutrality by 2050 XXXX GW of power projects under construction. π― XX GWh of energy storage by FY 2030. #JSW #JSWEnergy #RenewableEnergy #Nifty" @Anvith_ on X 2025-07-09 15:22:49 UTC 19.4K followers, 7357 engagements
"π Rail Vikas Nigam Limited (#RVNL) received orders worth XXXXXX Cr from South Central Railway on 11th July 2025. Nature of the Contract: Design Supply Erection Testing and Commissioning for OHE upgradation of existing 1X25kV system to 2X25kV AT feeding system with feeder and earthing" @Anvith_ on X 2025-07-11 17:17:49 UTC 19.4K followers, 4857 engagements
"@vishan_khadke @tsatwork @EquityInsightss @selvaprathee @DebajyotiSarmah @Chart_Wallah108 @DhawalDoshi5 @ujwal_kr @Portfolio_Bull @Praveen12Pranis Great ππ» Holding Nuvama from lower levels no reco" @Anvith_ on X 2025-07-25 14:10:49 UTC 19.4K followers, XXX engagements
"Nifty Returns Nice ready reckoner. See the compounded annualized returns by #investing in the Nifty from and to any year e.g. #Nifty from 2015 to 2019 CAGR (compounded annual growth rate) was XXXXX% Source: NSE" @Anvith_ on X 2025-02-19 11:36:03 UTC 19.4K followers, 1818 engagements
"Fresh Stake Bought By Vanguard Group In Q4FY25 X. APL Apollo Tubes (1%) X. Cipla (1%) X. ICICI Bank (1%) X. Mahindra & Mahindra (1%) X. Reliance Power (1%) X. Strides Pharma (1%) X. Sudarshan Chemical (1%) X. Nazara (1.1%) X. Eternal - Zomato (1.1%) XX. HFFC - Home First (1%) π« No Buy/Sell Recommendation. DYODD" @Anvith_ on X 2025-05-16 16:07:11 UTC 19.4K followers, 10.7K engagements
"πΌ Order Book Of Railway Stocks π Rail Vikas Nigam Limited (RVNL) 1L Cr π Titagarh Rail Systems Limited 24k Cr π RITES 9k Cr π Texmaco Rail & Engineering 7k Cr π RailTel 6.6k Cr π JUPITER 6k Cr π« No Buy/Sell Recommendation. DYODD. #RVNL #RITES #Texmaco #Railtel #Jupiter #Titagarh #Railway #StocksInFocus #Nifty" @Anvith_ on X 2025-06-06 15:57:47 UTC 19.4K followers, 8730 engagements
"#Q1FY26 Earnings Calendar 11th July 2025 Avenue Supermarts (DMart) Elecon Engineering Company Aditya Birla Money Amal Nath Bio-Genes Emerald Finance Superhouse Panyam Cements and Mineral Inds. Jagsonpal Finance and Leasing Swarna Securities" @Anvith_ on X 2025-07-10 13:09:40 UTC 19.4K followers, 5645 engagements
"#Q1FY26 Earnings Calendar Wednesday 16th July 2025 Tech Mahindra ITC Hotels LT Technology Services Angel One Kalpataru LE Travenues Technology (IXIGO) DB Corp JTL Industries Oriental Hotels Lotus Chocolate Company Reliance Industrial Infrastructure Onward Technologies Axtel Industries Tree House Education and Accessories Switching Technologies Gunther Tanfac Industries" @Anvith_ on X 2025-07-15 16:00:16 UTC 19.4K followers, 14.6K engagements
"Indias 2025 Tailwind Playbook π Structural growth. Policy push. Demand cycles aligning. Which sectors are leading the charge and which stocks are riding the wave Lets break it down π π« X. Defence π Structural Push: Atmanirbhar Bharat + Export Orders π Stocks: HAL BEL BDL π Insight: Strong order book visibility rising indigenization and global contracts. Margin expansion + operating leverage = sustained rally. β‘ X. Renewables π Policy Push: Solar & Wind capex PLI schemes π Stocks: IREDA KPI Green Waaree Energies π Insight: Renewables are now utility-scale businesses. Asset-light EPC +" @Anvith_ on X 2025-07-22 08:37:05 UTC 19.5K followers, 3897 engagements
"Good morning Friends β Have a blessed & bullish day ahead π #Nifty #Nifty50 #thursdayvibes" @Anvith_ on X 2025-07-24 01:58:16 UTC 19.5K followers, 1619 engagements
"β
Apollo Micro Systems: Credit Rating Upgrade Credit ratings upgraded by Acuit Ratings & Research Limited due to improved performance and liquidity - follows a preferential issue of XXXXXX Cr. Long-term ratings for bank loans (144.00 Cr & XXXXXX Cr) raised to 'ACUITE A- Stable'. Short-term ratings for bank loans (65.00 Cr & XXXXX Cr) raised to 'ACUITE A2+'. #AMS #ApolloMicroSystems #StocksInFocus" @Anvith_ on X 2025-07-16 16:17:15 UTC 19.3K followers, 5187 engagements
"π» Infosys Q1FY26 Highlights & Outlook From Nuvama Solid delivery TCV robust FY26 rev guidance raised TCV: $XXX Bn (46% QoQ X% YoY) XX large deals won AI/GenAI Tailwinds 300+ AI Agents built major traction in BFSI onboarding KYC Infosys is now AI partner to XX of top XX FS clients Vertical Pulse BFSI: Strong deal wins in US capital markets & wealth mgmt Manufacturing: Drag from EU/US auto & industrials Retail: Softness due to tariff & discretionary slowdown Communication: Vendor consolidation hurting growth Geo View Europe: XXXX% CC YoY 3x Co avg. North America: Flat RoW: Mixed traction" @Anvith_ on X 2025-07-25 02:25:17 UTC 19.4K followers, 1306 engagements
"Monthly Dividend Gems π Consistency Matters Looking to build a steady stream of passive income Here are Indian companies that have consistently paid dividends every month over the last X years π½ Bookmark for SIP-style Dividend Investing π πΉ January β‘ TCS β‘ Angel One β‘ Persistent π‘ Solid tech compounders rewarding shareholders with strong FCF & ROEs πΉ February β‘ GAIL β‘ IRCON β‘ ITC π‘ PSUs + FMCG giant. ITCs dividend yield X% IRCONs yield is among the highest in infra πΉ March β‘ CRISIL β‘ HUDCO β‘ Castrol π‘ Mix of credit rating infra finance and high-margin lubricant biz πΉ April β‘ Valiant" @Anvith_ on X 2025-07-10 13:58:37 UTC 19.4K followers, 3899 engagements
"Top XX Most Held Stocks by Retail Shareholders (in lakh investors) Retail Indias favourites a mix of legacy turnaround hopes & emotion π§΅ Lets break it down π X Tata Motors XXXXX lakh Indias EV poster boy upcycle beneficiary and $JLR revival story. X Yes Bank XXXXX lakh Classic case of hope trade still alive despite slow fundamental turnaround. X Vodafone Idea XXXXX lakh Penny stock + telecom nostalgia = retail magnet. Revival remains elusive. X Tata Steel XXXXX lakh Steel is strength. Cyclical but emotionally strong Tata brand pull. X Suzlon Energy XXXXX lakh Green energy + turnaround =" @Anvith_ on X 2025-07-20 04:33:40 UTC 19.4K followers, 1913 engagements