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@iYashUpadhyaya
"Tech Mahindra Q2 Review - Beat CC Revenue: +1.6% QoQ (vs consensus +1%) EBIT margin up 100bps QoQ to XXXX% (vs consensus +70 bps) Dealwins were a positive with 2nd consecutive quarter of USD800mn+ wins growing XX% on LTM YoY basis PAT: Rs 1195 cr (vs consensus: Rs1290 cr) Headcount increased by 4.2K people to 152.7K (+2.8% QoQ) @StocktwitsIndia"
X Link @iYashUpadhyaya 2025-10-14T16:45Z 9546 followers, 2943 engagements
"Key point to note in Axis Bank's press release: Bank provided Rs 1200 cr for standard agri loans based on remarks from RBI. PS - last qtr also had asset quality negatives. These can be reversed by Mar-28 with recovery. @StocktwitsIndia"
X Link @iYashUpadhyaya 2025-10-15T17:47Z 9546 followers, 2246 engagements
"JP Morgan on Insurance India life insurers positioned for highest growth upside among Asia markets Non-Life: Greater Upside in the Reinsurance Sector LIC remains top pick; hiked TP to Rs 1152 upgrade HDFC Life/GIC Re to Overweight Pecking order: LIC SBI Life HDFC Life GIC Re New India ICICI Lombard ICICI Prudential Life @StocktwitsIndia"
X Link @iYashUpadhyaya 2025-09-22T01:35Z 9543 followers, 5401 engagements
"Hyundai Investor Day KTA - India to become the 2nd largest contributor to Hyundai Motor Company (parent) volumes by FY30 - Plans XX new launches by FY30 expanding its lineup to XX models across ICE CNG hybrid and EV powertrains - India PV industry expected to grow at XXX% CAGR FY25- XX while Hyundai would growat 7%CAGR over the period. - Target a XX% market share and 1000 Bn in revenue by FY30 with exports forming XX% of volumes (higher margin than domestic) - Capacity will scale to XXX million units by 2028 supported by a new Pune plant. - The company expects EBITDA margins of 1114% and 450"
X Link @iYashUpadhyaya 2025-10-15T17:30Z 9546 followers, 2612 engagements