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@EquityInsightss Avatar @EquityInsightss Equity Insights Elite

Equity Insights Elite posts on X about india, rev, cos, finance the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence #

Social category influence finance XXXXX% countries XXXX% premier league #848

Social topic influence india #5156, rev #43, cos 4.59%, finance #310, stocks 3.67%, radar #27, debt 2.75%, accounting 1.83%, amc 1.83%, efc #10

Top accounts mentioned or mentioned by @suryachaudhary1 @logical_traderr @investincfin @lucivision @ujwal_kr @spursofficial1 @gazeobserver @gigachad192003 @dr_kn_chaudhari @vishpradp @marketanalogy @anvith_ @giga_chad192003 @hey_iammihir @r17302sriram @tsatwork @kirtikjr @chart_wallah108 @arungoyal6 @harsha_explorer

Top Social Posts #

Top posts by engagements in the last XX hours

"Indias hospitality is in a paradigm shift Key drivers of demand led expansion: Growth in Domestic Travel Spending XXX % CAGR to 33945 bn by 2034 Rising Demand for Luxury Travel Experiences MakeMyTrips 2024 travel data shows hotel bookings priced 10000/night rose from XX% of total bookings in CY23 to XX% in CY24 Luxury Lifestyle & Branded Residences - Globally branded residence market is growing at XX % CAGR India holds X % of global branded residences (2900 units) this under-penetration represents a major opportunity Infrastructure Expansion Unlocking New Destinations National highways"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-12 05:19:52 UTC 46.8K followers, 4418 engagements

"Several Post Earnings Reaction Blue Jet🔻9% Sky Gold🔻5% despite good results AB Real Estate Aurionpro Idea Forge among top losers"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 08:09:26 UTC 46.9K followers, 15.4K engagements

"Both Value & Jewellery Retail consistently showing growth from last several quarters Both segments benefiting from favourable industry tailwinds src : JM Financial"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-15 05:51:53 UTC 46.8K followers, 4779 engagements

"I will explain why P/E is not the right metric to value companies in these sectors🔖 Real Estate QSR New Age Hospitals/Hotels Cements Utilities (Asset-heavy models) If you only look at the P/E ratio youll never be able to investyou will miss a lot of good stories Lets start with Real Estate🌇 Real Estate companies are not valued on the basis of P/E mainly due to accounting policies Most of them follow the projectcompletion method so REV recognition only occurs at handover - Todays P&L reflects REV booked over the past few years - Todays PreSales figures will be converted into future P&L"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-19 07:30:09 UTC 46.9K followers, 23.9K engagements

"Peers Benchmarking of Asset Management Co's ICICI Pru v/s HDFC v/s Nippon Life v/s Aditya Birla v/s UTI AMC"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-21 07:55:34 UTC 46.9K followers, 5944 engagements

"Water purifier industry is expected to grow at a XX% CAGR Key Players - Eureka Forbes (Aquaguard AquaSure) - Kent RO Systems - Livpure - Pureit - Native by Urban Company - Atomberg (Intellon) recently launched is getting a good response Competition is heating up Seeing a lot of Native & Aquaguard ads on TV"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-13 11:27:24 UTC 46.9K followers, 7894 engagements

"@suryachaudhary1 CDMO is lumpy Can't compare QoQ basis"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 13:56:40 UTC 46.9K followers, XXX engagements

"Markets are appreciating Credit Accesss forward guidance & commentary🟩 Record disbursements in Q1: 5458 Cr22% PAR 15+ monthly accretion decreased from XXXX% (Nov 24) to XXXX% (Jun 25) GLP growth target: 1418% NIM: 12.612.8% Credit cost: 5.56.0% (peaking in H1; moderating in H2) ROA: 2.93.4% (low in H1 due to writeoffs; XXX% in H2) ROE: 11.813.3% (steadystate XX% in H2) PAT XX Cr (85% YoY) was impacted by higher provisions & writeoffs GNPA XXXX% & PAR 90+ XXXX% both down slightly from the prior quarter Delinquencies remained elevated through H1 as vintage stress unwinds PAR 0+ steadily"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 09:17:12 UTC 46.9K followers, 5440 engagements

"Solid Results from EFC Q1FY26 - REV🔼115% XXX Cr - PBT🔼209% XX Cr - PAT🔼196% XX Cr"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-24 07:40:40 UTC 46.9K followers, 6197 engagements

"📌Return On Equity (RoE) Key metric for Equity Investors Everything you need to know ✅ROE = Net Profit Shareholder's Equity Shareholders Equity = Total Assets Total Liabilities (a.k.a. Net Worth / Book Value) Shows profit generated per rupee of equity Higher ROE more efficient at creating shareholder returns Varies by sector so best compared among peers in the same industry Factors that can distort ROE Oneoff gains (asset revaluations extraordinary income) can temporarily inflate ROE Equity issuance like QIP dilutes ROE RoE be boosted by higher financial leverage or share buybacks Intangible"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-13 06:50:16 UTC 46.9K followers, 12.3K engagements

"Thyrocare Strong Set continues Q1FY26 REV🔼23% XXX Cr PBT🔼49% XX Cr PAT🔼60% XX Cr Operating leverage in play Best among diagnostics pack✅"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 10:18:10 UTC 46.9K followers, 7651 engagements

"Re-Rating & De-Rating journey of Can Fin Homes"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-19 17:35:11 UTC 46.8K followers, 3686 engagements

"360 One 🔻7% on massive volumes BC Asia Investments is the likely seller XXX Cr shares (5% stake) exchanged hands at 1160/share in the block deal"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 06:52:59 UTC 46.8K followers, 4870 engagements

"Severe post Earnings reaction today - Kirloskar Pneumatic: weak - Blue Jet: strong - Goodluck : stable Results were announced during market hours Volatility will continue Lot more kalesh to happen tomorrow Top contender : E2E😅"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 13:50:17 UTC 46.8K followers, 9536 engagements

"Rajoo Engineers🔻60%+🙃 Mcap has come down from 4800 Cr -- 2000 Cr Results are good still valuations are not cheap"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-12 15:05:45 UTC 46.8K followers, 8393 engagements

"Force Motors XX bagger in last X years🤯 What a wealth creator"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-24 04:25:33 UTC 46.9K followers, 48.9K engagements

"Polycab - Strong Set Q1FY26 REV🔼26% 5906 Cr EBITDA🔼47% XXX Cr PAT🔼49% XXX Cr Margin 🔼210 bps to XXXX% Growth driven by sustained demand across core sectors Domestic business up XX% YoY Cables outperformed wires International business grew XX% on lowbase accounts for XXX% of Total REV Margin expansion aided by strategic price adjustments & operating leverage"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-17 09:37:01 UTC 46.9K followers, 8295 engagements

"Newgen Software : Weak Set Q1 FY26 REV🔼2% XXX Cr PBT🔼4% XX Cr PAT🔼5% XX Cr Other Inc : XX Cr v XXXX Cr If I exclude the Other Inc PAT is down YoY Weakest growth in last many quarters Got re rated only because of the consistency in growth Current P/E : 47x Possibility of derating if growth doesn't comes back"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-17 07:31:22 UTC 46.8K followers, 5332 engagements

"Story of most FMCG Co's Growth isn't coming sky high valuations Disaster from DAM Capital❗"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 16:18:18 UTC 46.9K followers, 8688 engagements

"Key high value drugs manufactured by Indian CRAMS players Global innovators & associated Indian partners Src Fident"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-18 12:53:30 UTC 46.8K followers, 7105 engagements

"Selling continues in DreamFolks & Protean eGov 🔻 I know some people are still waiting for their buy price to return This is a very bad mindset Exit & move on Mistakes happen; cut your losers ride your winners If you do the opposite you lose money If things recover fundamentally we can buy again This is why active tracking is so important Emotional attachment leads to disaster Have a clear written thesis before buying a stock; if it breaks exit"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 09:45:52 UTC 46.9K followers, 17K engagements

"Precision engineering companies serving critical sectors like aerospace automotive energy & defence Valuations summary src Antique"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-18 13:17:41 UTC 46.9K followers, 11.6K engagements

"Oberoi Realty - Future Outlook Presales to clock XX% CAGR over FY2527E rising from XX b in FY25 to XXX b by FY27 Annuity portfolio Rental income from office & retail assets to grow at XX% CAGR over FY2527E reaching XX b by FY27 Collections & Cash flows: - Residential collections to rise at XX% CAGR to XX b by FY27 - Operating cash flow to clock XX% CAGR to XX b by FY27 Lease rentals from commercial portfolio to post XX% CAGR to X b by FY27 Key growth triggers Robust launch pipeline: new towers in Borivali Goregaon Forestville; projects in Gurugram Adarsh Nagar Worli Tardeo. Alibaug land in"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-16 08:23:00 UTC 46.9K followers, 3859 engagements

"Axis Bank Weak Set🟥 Fresh slippages up XX % QoQ 8200 Cr Loan loss provisions 3900 Cr up XXX % QoQ PCR down to XX % (92 % including technical writeoffs) from XX % / XX % in Q4 Growth Slowing Down Advance🔼8 % 1059724 Cr Deposits🔼9 % 1161615 Cr NII🔼1 % 13560 Cr Core operating profit🔼5 % 10095 Cr PAT 🔽4 % YoY 🔽18 % QoQ 5806 Cr"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-18 06:48:02 UTC 46.9K followers, 4076 engagements

"@investincfin This is the reason not comfortable with very high P/E stocks Any slowdown can lead to sharp de rating On fwd basis trading close to 90x"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 10:53:39 UTC 46.9K followers, XXX engagements

"Marico Aim to double REV from 10000 Cr in FY25 to 20000 Cr by 2030 (15% CAGR) Higher than what they we have done historically 5/10 REV CAGR at 7/8 % Better placed compared to peers Foods business under Saffola scaled X since FY20 to cross XXX Cr in FY25 XX% medium term growth Delivered gross margin expansion of 1000 bps over FY24 & FY25 Digital first portfolio (Beardo Just Herbs) Personal care segment Plix exited FY25 at an ARR of XXX Cr management expects to scale this portfolio to XXX times its FY24 ARR by FY27 Foods & premium personal care contributed XX% of India REV in FY25 (2000 Cr run"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-14 10:40:56 UTC 46.8K followers, 5255 engagements

"CDSL v/s NSDL India has over XX Cr demat accounts CDSL holds XX Cr (4 NSDL) NSDL manages XXX Lakh Cr AUC (6.5 CDSL) CDSL is retail focused NSDL focuses on Institutions src badjate"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-24 06:00:32 UTC 46.9K followers, 11K engagements

"Vintage Coffee - Solid Set Consistent 100%+ growth from last several quarters Q1FY26 REV🔼133 % XXXXXX Cr Op profit🔼166 % XX Cr PAT🔼213 % XX Cr Capacity Expansion: +4500 MTPA spray dried & agglomerated by Mar 2026 total 11000 MTPA (from 6500 MTPA) +5000 MTPA freezedried plant by end FY27 (via proposed preferential issue) Approved a preferential issue of equity shares & warrants on July X 2025 to raise Rs. XXXXXX Cr. This capital will fund a new 5000 MTPA freeze-dried coffee plant to expand into premium coffee segments & new international markets. Management Commentary : Positive - Highest"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-21 06:31:07 UTC 46.8K followers, 5942 engagements

"Aspirational mobility is on the rise consumers gravitating toward SUVs & Premium motorcycles SUVs share rose from XX% in FY15 to XX% in FY25 Premium motorcycles Segment share climbed to XX% in FY25 vs XX% in FY15 OEMs rolling out premium models to capture more share src : Emkay"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-18 07:20:27 UTC 46.9K followers, 3859 engagements

"Polycab Future Outlook C&W - REV🔼1820% CAGR (vs industry 1214% CAGR) growth at XXXX GDP - EBITDA margin 1113% Exports XX% of REV by FY30 FMEG - REV🔼15% CAGR - EBITDA margin ramping to XXX% Capex : 60008000 Cr over next X years (Asset turn 45) src : JM Financials"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-16 07:56:31 UTC 46.8K followers, 16.8K engagements

"Sharp De-Rating in Newgen Software P/E have come down to 41x from peak of 81x Management expect Pickup in H2 pipeline remains healthy keep on radar"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-21 15:47:23 UTC 46.9K followers, 13.6K engagements

"Big money is made in small companies that go big by capturing more Market Share Gaining Market Share means If Industry growth is XX % company must grow at least XXXX (i.e. XXXXXX %) to gain share Few Eg of co's consistently gaining market share: Polycab India Shelter Bajaj Finance Kalyan Jewellers V2Retail Trent Indian Hotels Max Estates PGEL Persistent APL Apollo ACE Tips etc. Companies that consistently outgrow their peers deserve premium valuations large & expanding TAM provides room for rapid growth"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-19 08:09:39 UTC 46.9K followers, 23K engagements

"Keep A/C stocks in watchlist RAC industry growth to be impacted given last years heatwave driven high base Epack results were weak peers likely to report similar trends Valuations are elevated can get better entry points AC penetration in India is extremely low offering huge runway of growth"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-20 06:16:07 UTC 46.9K followers, 16.3K engagements

"Colgate🔻 XX% from highs Was considered a safe stock even during Covid it hardly fell Q1 FY26 REV contraction: - REV X% YoY Quarterly trends: +13.1% +10.1% +4.7% XXX% XXX% Growth consistently coming down Category is already fully penetrated At best can deliver high single digits XX year REV CAGR: just X% 5/3 year REV CAGR: X% P/E has fallen from peak of XX to XX PEG ratio: X (still looks very expensive) FMCG are no longer defensive"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 05:22:44 UTC 46.9K followers, 6247 engagements

"Bajaj Finance : Decent Set Weak Commentary on Asset Quality Q1FY26 AUM🔼25% - 441450 Cr NII🔼22 % 10227 Cr NTI🔼21 % 12610 Cr PPOP🔼22 % 8487 Cr PAT🔼22 % 4765 Cr New loans booked XXXXX Mn (Q1 FY25: XXXXX Mn) FY26 target XX Mn Customers added XXXX Mn Franchise XXXXXX Mn (Crosssell base XXXXX Mn) ROE - XX% ( vs XXXX% YoY) Opex / NTI improved to XXXX% (33.3%) Consumer leverage remains an area of concern Slight deterioration in Asset Quality both YoY & QoQ - GNPA XXXX % NNPA XXXX % Long-term guidance: - GNPA 1.21.4%; NNPA 0.40.5% loan losses & provisions🔼26 % 2120 Cr X & X Wheeler finance: AUM"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 08:27:33 UTC 46.9K followers, 7968 engagements

"Interesting case study on Can Fin Homes 🔖 Share price rose over 22x in X years from XX to XXX (during FY13-17 phase) FY1317: Highgrowth phase - AUM grew at XX % CAGR: 4016 13313 Cr - PAT grew at XX % CAGR: XX XXX Cr Share price peaked in June 2017 after which growth began to moderate P/B ratio climbed from below 1x in 2013 to 78x at its peak FY1725: Moderating growth - AUM grew at XX % CAGR: 13313 38217 Cr - PAT grew at XX % CAGR: XXX XXX Cr Last X years growth have come down to XX% Stock has been derated to 2x P/B Unless growth accelerates not an attractive bet Current AUM is close to 39000"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-19 17:35:10 UTC 46.9K followers, 10.1K engagements

"Onward Tech - Good Set👍 Q1 FY26 - REV🔼13% XXX Cr - EBITDA🔼46.5% XX Cr - PBT🔼64% XX Cr - PAT🔼79% XX Cr Improvement in Margins"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-16 07:44:19 UTC 46.8K followers, 3832 engagements

"We are undergoing a corrective phase after a good rally Earnings season has been mixed so far (a lot of good results as well as some negative surprises also) Most results are getting sold into Valuations are cooling off Looks like a lot of opportunities to come as more earnings come Maintaining some cash to deploy Keep a list handy to capitalise"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 05:52:01 UTC 46.9K followers, 8480 engagements

"India & the four EFTA states (Iceland Liechtenstein Norway Switzerland) finalized the Trade and Economic Partnership Agreement (TEPA) after XX years of talks🔥 It is the first deal in which India receives an investment commitment from the EFTA states🔥 Commerce Minister Piyush Goyal on XX July said that TEPA will come into force on X October 2025 EFTA pledges $ XXX bn of FDI into India over XX years ($50 bn in the first XX years $XX bn in the next X years) Aimed at creating one million direct jobs EFTA removes duties on XXXX % of its tariff lines India cuts duties on XXXX % of its lines"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-20 05:34:52 UTC 46.8K followers, 5155 engagements

"Prestige Estates - Pre-Sales & Annuity Portfolio in Charts FY26 Guidance - PreSales 2500027000 Cr XX% Cr Q1 crossed 12000 Cr On track to surpass guidance src : Antique"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-10 05:31:09 UTC 46.9K followers, 4748 engagements

"OMG this data blew my mind:🤯 CNG vehicle sales grew XX % in FY25 CNG emerged as the 2nd largest fuel category in India accounting for over XX % of new PV sales in FY25 EV's share declined (Yes check the image) Tata Motors CNG mix rose to XX % in FY25 vs XX % YoY Maruti Suzukis CNG mix rose to XX % in FY25 (from XX % in FY24 & XX % in FY23) CNGs share is rising steadily making it one of the fastest growing engine types in India Can CGDs be a good investment theme to consider valuations are cheap healthy cashflows & return ratio's most important they are ignored completely Perfect for contra"
@EquityInsightss Avatar @EquityInsightss on X 2025-06-13 08:45:13 UTC 46.8K followers, 16.1K engagements

"Sunteck Realty : Operationally Strong Q1FY26 - PreSales🔼31% XXX Cr - Collections 🔼3% XXX Cr Net D/E -XXXX REV XXX Cr vs XXX Cr EBITDA XX Cr vs XX Cr PAT XX Cr vs XX Cr Business development - Redevelopment project awarded at Andheri (2.5 acres XXXX L sq ft) - Project GDV 1100 Cr Guidance of XX% Pre-Sales growth for FY26"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-17 14:37:53 UTC 46.8K followers, 5723 engagements

"Solid Results so far✅ - Waaree Renewable Tech - Amal - SW Solar - Tanfac - Le Travenues - Polycab - Oriental Hotels - Indian Hotels - Vimta Labs - Elecon Eng - HDFC AMC - Rallis India - Swaraj Engine - ITC hotel - Onward Tech Keep on radar Not a buy/sell reco"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-17 15:00:03 UTC 46.9K followers, 28.3K engagements

"Earnings Season Sectoral Summary #Q4FY25 Lot of companies delivered blockbuster earnings🔥 Lot of Action in Mid/SmallCap💹 Strong Results: - Financials - Housing Finance Select NBFC's - Few Auto Ancillaries (Lumax Lumax Auto Gabriel Fiem.) - Pharma - CRDMO API - Capital Markets (Exchanges MFD Asset & Wealth M) - Recycling & few in Water Treatment (Va Tech Enviro Infra.) - Capital Goods (PEB Turbines & Generator Industrial Gears & Equipment's Compressors etc) - Real Estate Co Working - EMS - B2B Jewellery Jewellery & Value Retailers - Renewables EPC (Cashflow concerns) - Power - T&D W&C"
@EquityInsightss Avatar @EquityInsightss on X 2025-05-31 10:48:10 UTC 46.9K followers, 82.1K engagements

"Another Post earnings disaster Kirloskar Pneumatic🔻"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 07:59:57 UTC 46.9K followers, 7263 engagements

"Stay adequately diversified own at least 2025 stocks across sectors An Event can wipe out even XX% in a single day No single event should derail your portfolio Risks can arise any time anywhere in any form"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-24 06:46:13 UTC 46.9K followers, 4677 engagements

"Goodluck India Q1FY26 snapshot REV8% - XXX Cr EBITDA23% - XX Cr EBIT20% - XX Cr PAT17% - XX Cr EBITDA Margins : XXX % (+123 bps) PAT growth lower due to high Dep & Int Cost Volume12% - 112741 MT Outlook: Double digit REV growth with margin expansion in FY26 X manufacturing plants (Uttar Pradesh & Gujarat) 500000 MTPA total capacity (285000 MTPA high margin) Key segments: Engineering structures forging precision & auto tubes CR coils/pipes Hydraulic tubes plant (Bulandshahr) commissioned in Jan XX Added solar support structure capacity As Defence contribution increases it will lead to"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 06:38:16 UTC 46.9K followers, 4390 engagements

"Most IT Co's undergoing severe correction Valuations reverting back towards XX year median All biggies TCS Infy HCL Wipro Tech M guidance at low single digit ER&D players also facing headwinds KPIT Tata Tech LTTS Tata Elxsi Growth has slowed down for most (Excluding outliers: Persistent Coforge)"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-24 09:23:32 UTC 46.9K followers, 13.7K engagements

"Best 25+ Themes To look at Double Digit Growth Market Leaders in Segment - Auto Ancs : Lumax Auto Fiem Lumax Gabriel Ask Auto SJS Ent Pricol - Capital Goods : TD Power Triveni Turbine Elecon Kirloskar pneumatic Interarch Shivalik Bimetal - Housing Finance : Aptus Value India Shelter Home First Bajaj Housing Aadhar Housing - NBFCs : Bajaj Finance Chola Fin Muthoot Fin SBFC MAS Fin Northern ARC Capri Global - Retail Value Retail : V2Retail Style Bazaar Trent Vishal Mega Jewellery : Kalyan PN Gadgil Senco Manoj Vaibhav Thangamayil D.P. Abhushan - Real Estate : Prestige Godrej Prop Lodha Sunteck"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-13 12:47:08 UTC 46.8K followers, 22.2K engagements

"Interesting Data Mutual fund AUM as a '% 'of GDP has climbed from XXX % in FY02 to XXXX % in FY25 Overall penetration remains well below that of developed & fastgrowing peer markets Household savings directed into financial assets grew at a XXXX % CAGR between FY20 & FY24 according to RBI data Within the stock of household financial assets Mutual funds share increased from X % in FY22 to XX % in FY24"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-21 06:03:19 UTC 46.8K followers, 5155 engagements

"NBFC's in pressure after weak Management Commentary on Asset Quality by Bajaj Finance Credit Cost to be elevated in X &3 wheeler MSME verticals Presents a good opportunity to accumulate NBFC's those who are managing Asset Quality well Few I like consistently doing well both in growth & asset quality These are my my tracking universe Not a reco to buy/sell hold few"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 08:34:25 UTC 46.9K followers, 12.9K engagements

"ITC Hotels : Valuations & Future Outlook Q1FY26 REV🔼16% XXX Cr EBITDA🔼19% XXX Cr EBITDA margin🔼85 bps XX% PAT🔼53% XXX Cr Occupancy🔼275 bps - XX% RevPAR🔼13% - 7900 ADR🔼9% XX% RevPAR Premium over Industry Total Portfolio: XXX hotels operational with 13300+ keys Mix by Keys Owned : XX% Managed : XX% Target: XXX operational hotels & 20000+ keys by FY30 Mix Target by Keys Owned : XX% Managed : XX% Focussing on AssetRight growth model 2.5x growth targeted in Management Fees by FY30 XX hotels in pipeline with 5300+ keys Q1 signings: X hotels (700 keys) across X cities XX hotels signed & 25"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-17 06:52:39 UTC 46.9K followers, 10.6K engagements

"Macrotech Developers (Lodha) Pre Sales CAGR (FY21-25) : XX % CAGR Long Term Guidance - Pre Sales CAGR : XX % (FY25-31) - Annuity Income : 1500 Cr by FY31 - XX % RoE with XXX D/E Solid Deleveraging D/E Reduced 0.2x vs 3.5x Net Debt 4000 Cr vs 16000 Cr"
@EquityInsightss Avatar @EquityInsightss on X 2025-04-25 07:52:52 UTC 46.9K followers, 4629 engagements

"APL Apollo🔻9 % Reduced Guidance - FY26 volume growth is now pegged at 1015% (vs. prior 1520%) - Volumes🔼10% (Weak Q1) - EBITDA/ton expectations 46005000 FY26E - Volume XXXX Mt (1015% growth) - EBITDA for FY26 1700 Cr 15-20% growth in FY27 on low base with expansion in EBITDA/ton OCF/EBITDA Conversion : 95%+ Close to 25-26x on FY26 basis"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 09:48:31 UTC 46.9K followers, 5813 engagements

"Solid Results so far (2)✅ - Blue Jet - EFC - Senores Pharma - Sambhv Steel - Coforge - Sky Gold - Borosil Ren - Pondy Oxide - KEI Ind - Thyrocare - Force Motors - Persistent Systems - Motilal Oswal - Schloss Bangalore Keep on radar Not a buy/sell reco"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 06:03:41 UTC 46.9K followers, 27.9K engagements

"Product Mix changes often lead to "Re-Rating" Few Eg Commodity companies transitioning toward an Increased value added share Garware Hi Tech Films increasing its mix toward value added specialty films Dairy / Steel Tube players expanding their VAP portfolios Auto Anc's pursuing strategic acquisitions & expanding into new product lines/categories Lumax Auto & Ind Fiem Gabriel Retailers are shifting from lowmargin products to private label & highmargin offerings as part of their premiumisation strategy Jewellery cos increasing studded share Value retail players increasing privatelabel mix"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-12 07:47:15 UTC 46.8K followers, 22.9K engagements

"AMCs Peer Benchmarking Mutual fund quarterly average AUM (QAAUM) as of March 2025 REV & PAT FY21-25"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-21 06:53:25 UTC 46.9K followers, 10.5K engagements

"Strong Growth from Cable & Wire Co's - Polycab - KEI Ind - Havells Havells - C&W segment27% Overall REV6% due to unseasonal rains & shorter summer hitting consumer durable demand Lloyd consumer H1CY25 REV flat YoY due to weak summer"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 05:47:57 UTC 46.9K followers, 5119 engagements

"J K Cement Solid Set🔥 One of the best among the cement pack Q1FY26 REV🔼19 % 3353 Cr EBITDA🔼41 % XXX Cr EBITDA Mgn 🔼330 bps XXXX % PAT🔼75 % XXX Cr Net Debt: 2796 Cr Net Debt/EBITDA: XXX Volumes: - Grey cement🔼 XX % - White + Putty🔼 X % Doubledigit volume growth in grey cement due to an extended footprint in the Central region and Bihar market Increased capacity at the Ujjain grinding unit by XXX MTPA (from XXX MTPA to XXX MTPA) through debottlenecking Current Capacity - Grey Cement: XXXX MTPA - White Cement & Putty: X MTPA - Aims to reach XX Mn total capacity by 2030 - XX Mn total"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-20 06:57:38 UTC 46.8K followers, 6603 engagements

"Dixon Tech What tailwinds look like (Best EMS play) XX Year REV CAGR: 42%🤯 FY26 can cross 55K Cr in REV (40-45% YoY) Crossed MarketCap 101000 Cr (2.5x size of near competitor) Felt valuations were high couldnt maintain the growth at a high base Kept underestimating it kept on delivering🙃"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 10:48:07 UTC 46.9K followers, 5492 engagements

"Varun Beverages & Aditya Vision 🔻34-40 % below their recent highs due to weak summer Unseasonal rains have softened peak season demand for both beverages & cooling appliances"
@EquityInsightss Avatar @EquityInsightss on X 2025-06-19 07:26:08 UTC 46.9K followers, 21K engagements

"Jewellery Stocks buzzing today🟩 Sector expected to reach XXXX trn by FY28E (16 % CAGR over FY2428E) Organised players will outgrow the market few players will continue to maintain 20%+ growth led by double digit store count addition Many are in the 1-1.5 PEG ratio on fwd basis"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-17 07:12:30 UTC 46.9K followers, 9370 engagements

"Dynamic Cables : Good Set👍 REV - XXX Cr🔼26 % EBITDA - XX Cr🔼23 % PAT: XX Cr🔼57 % Higher Other Inc & lower Int cost boosted PAT Order book: XXX Cr vs XXX Cr YoY Net debt: XX Cr Capex: New plant machines in transit Commissioning on track in H2 FY26 Strong domestic power distribution & renewables demand & robust order book to drive sustained growth"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 07:51:13 UTC 46.9K followers, 5518 engagements

"Weak Results from HFCL as expected Management has guided for 25-30% REV growth for FY26 Margins to revert back to FY24 levels (7 % PAT margins) Growth anticipated to start from Q2FY26 as deliveries start Next quarter will be crucial"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-25 10:04:17 UTC 46.9K followers, 5135 engagements

"Blue Jet becomes Red Jet🟥 post results🙃"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 07:29:45 UTC 46.9K followers, 49.8K engagements

"Kalyan Jewellers Solid Quarterly Update🟢 Q1FY26 : REV Growth🔼31 % India Operations - Growth XX % - SSSG XX % - Showrooms added XX Candere - REV Growth🔼67% - Showrooms added X Middle East - Growth XX % Contribution of International Operations XX % - Showrooms added X in US Total No. of showrooms XXX XXX : Kalyan India XX : Kalyan Middle East X : Kalyan US XX : Candere On track to open XXX showrooms for FY26 Senco Gold also reported strong quarterly update REV Growth🔼28% SSSG XX% Valuation gap b/w Kalyan & Senco is huge now Senco can rerate from here if the performance continues Strong"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-07 06:26:56 UTC 46.8K followers, 4012 engagements

"@giga_chad192003 Yes I just wanted to share why markets are giving such high valuations & the future potential of eternal"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 05:47:07 UTC 46.9K followers, XX engagements

"Comparison b/w Retailers - Vishal Mega Mart v/s V2Retail v/s VMart v/s Style bazaar v/s DMart v/s Trent src : MOFSL"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-16 05:44:51 UTC 46.9K followers, 6921 engagements

"The category didnt even exist a few years ago Zomato is solving X major problems in scale - Aaj kya khaoge: Zomato - Aaj kahan jaoge: Dining - Aaj kya mangwaoge: Blinkit Zomatos acquisition of Blinkit was a complete game changer Today Eternal & Swiggy together command a Market cap of X L Cr ($47 Bn) TAM for quick commerce has expanded massively Blinkit is shifting from a marketplace to a fully inventory owned model over the next XX quarters Expected margin expansion of X % Faster assortment turnaround Potential of generating: XX % EBITDA margin on NOV with RoCE of XX % Quick commerces very"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-22 05:18:11 UTC 46.8K followers, 8447 engagements

"Sudden fall in Vedanta after: Viceroy Research XX page short seller report went public today alleging Ponzi style cash extraction Core thesis - Vedanta Resources (VRL) is a parasite holding co with no real operations living off cash pulled from its operating arm Vedanta Ltd (VEDL) - To service VRLs heavy debt VEDL must borrow more and upstream dividends depleting its own liquidity"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-09 06:53:46 UTC 46.9K followers, 24.4K engagements

"Persistent Systems : Keeps on delivering👏 21st consecutive quarter of QoQ growth Amazing consistency Q1FY26 REV🔼22% 3334 Cr EBIT🔼35% XXX Cr PAT🔼39% XXX Cr Persistent one side peers another side"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-23 16:34:47 UTC 46.9K followers, 8954 engagements

"MPS : Post Results Reaction🟥 Q1 FY26 REV🔼3% XXX Cr PBT🔼37% XX Cr PAT🔼36% XX Cr Margins expanded YoY Higher other income X Cr vs X Cr"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-18 07:48:04 UTC 46.9K followers, 7583 engagements

"Quality Power FY26 Guidance - REV Target XXX XXX Cr (vs XXX Cr in FY25) - PAT Margins 16-18% Order book of XXX Cr on hand 1000 Cr+ bid pipeline for high visibility At peak can achieve 2000 Cr in X years Valuations are looking stretched Can do PAT: 120-150 Cr as per guidance Do look at exit P/E"
@EquityInsightss Avatar @EquityInsightss on X 2025-07-17 08:40:40 UTC 46.9K followers, 8690 engagements