[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@darshanvmehta1
"IIFL on BSE"
X Link @darshanvmehta1 2025-10-06T04:14Z 361.7K followers, 19K engagements
"Paytm EBITDAM can expand to XX% by FY28 (from XXX% in Q1) on back of better payment margins higher growth in financial services (with faster growth in non-lending business) & tight cost control as per a domestic brokerage sales note. Paytm is well positioned with omnichannel presence (online+enterprise+small merchant) & high vintage merchant relationships. Mgmt focus has moved from stabilization to growth with fresh investments in new products and frontline staff. Non-linear optionalities from MDR on UPI BNPL ramp-up can drive upgrades"
X Link @darshanvmehta1 2025-10-15T05:03Z 361.7K followers, 17.8K engagements
"Commission proposes plan to protect EU steel industry from unfair impacts of global overcapacity.Tata Steel in focus.Arcelor at highest level since 2012"
X Link @darshanvmehta1 2025-10-09T03:55Z 361.7K followers, 8699 engagements
"Positive news for Indian Pharma Generics.big overhang gone.Aurobindo Pharma will be biggest beneficiary"
X Link @darshanvmehta1 2025-10-09T03:48Z 361.7K followers, 16.1K engagements
"Aerated I guess was always XX% (28% GST plus XX% compensation cess).in fact water which is XX% of sale for Varun Beverages has GST cut from XX% to 5%"
X Link @darshanvmehta1 2025-09-03T17:27Z 361.7K followers, 26.7K engagements
"CLSA on Axis Bank"
X Link @darshanvmehta1 2025-10-16T03:32Z 361.7K followers, 9995 engagements
"Ganesh Housing up 8%"
X Link @darshanvmehta1 2025-10-16T04:16Z 361.7K followers, 21.4K engagements
"Diamond Power will benefit.Disc invested"
X Link @darshanvmehta1 2025-10-16T04:45Z 361.7K followers, 13.5K engagements
"Shameful.High on power so human lives matter little to them"
X Link @darshanvmehta1 2025-10-13T07:18Z 361.7K followers, 20.1K engagements
"Big positive for Tata Steel Europe"
X Link @darshanvmehta1 2025-10-03T04:40Z 361.7K followers, 7576 engagements
"Axis Bank results surprises positively leading to strong cues for Kotak Bank: ISec While we upgrade Axis Bank target to Rs.1450/- A better trade would be Kotak Bank. Because what we understand from Axis results is that Kotak (in fact all other major banks) may deliver a NIMs surprise with Kotak delivering the best NIMs vs estimates. Reasons are: X. Axis shows that NIMs can be managed despite corporate driven loan growth X. Cost of funds for all banks have reduced but Kotak shall see the biggest decline X. SA rates have been cut by all major banks but as Axis showed with its X% qoq SA growth"
X Link @darshanvmehta1 2025-10-16T03:49Z 361.7K followers, 19.3K engagements
"More satta on weekly option news than weekly options themselves"
X Link @darshanvmehta1 2025-10-14T04:41Z 361.7K followers, 18.4K engagements
"Very good news on the GST front"
X Link @darshanvmehta1 2025-09-03T17:05Z 361.7K followers, 13.2K engagements
"Axis Bank can deliver better growth than ICICI and HDFC Bank as per HSBC"
X Link @darshanvmehta1 2025-09-30T04:02Z 361.7K followers, 37.4K engagements
"GM Breweries has surged XX% post results.keep watch on sector peers"
X Link @darshanvmehta1 2025-10-15T09:56Z 361.7K followers, 70.2K engagements
"And TCS top management refuses to speak in hindi"
X Link @darshanvmehta1 2025-10-14T10:42Z 361.7K followers, 383.3K engagements
"My bet here will be Shree Digvijay Cement (which i own) seeing Sagar numbers.March quarter was very good for Digvijay and June quarter seems will be even better seeing peer nos.owned by PE fund which always looks to create value"
X Link @darshanvmehta1 2025-07-22T08:53Z 361.7K followers, 38.5K engagements
"Whom to believe now"
X Link @darshanvmehta1 2025-10-14T04:48Z 361.7K followers, 34.9K engagements
"SRF has commercialised Metarylpicoxamid a new fungicide developed by Corteva Key Details * Global Launch: 202527E * Patent Exclusivity: till 2040E * Expected Peak Sales: US$ 200mn Equirus View SRF continues to expand its AI pipeline targeting XX molecules by FY27-28E including XX new actives. So far SRF has commercialised: * Tetraniliprole Bayer (Launch 2020; Peak Sales: US$ 500mn) * Tetflupyrolimet FMC (Launch 2026E; Peak Sales: US$ 500mn) * Flufenoxadiazam BASF (Launch 2025E; Peak Sales: US$ 300mn) * Metarylpicoxamid Corteva (Launch 2025E; Peak Sales: US$ 200mn) Additionally XX molecules"
X Link @darshanvmehta1 2025-10-14T03:52Z 361.7K followers, 24.4K engagements