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@logical_traderr The Investor LensThe Investor Lens posts on X about fy26, momentum, and it, india the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XX% stocks X% automotive brands X% countries X%
Social topic influence fy26 10%, momentum 10%, and it 5%, india 5%, $6301t 5%, mega 5%, balance sheet 5%, fu 5%, $6753t 5%, summary X%
Top accounts mentioned or mentioned by @jimittshahh @manojeetdas @tsatwork @sachprat07 @nidrockz @vanditjain1994 @equityvaluein @ravidharamshi77 @equityinsightss @nimxor1 @soniashenoy @money_investor3 @tanmay31 @ayushmarda07 @disguisedtrader @drjimmy2407 @nileshkurhade @rahularya7 @vtgcapital @anirbanmanna10
Top posts by engagements in the last XX hours
"๐งต 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 ๐ 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 9600 followers, 3725 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 ๐"
X Link @logical_traderr 2025-10-17T09:26Z 9601 followers, 23.2K 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 9601 followers, 8276 engagements
"SG Finserve Q2 FY26 Earnings Call Summary A breaking down performance guidance leadership risk & growth path ๐ 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 9585 followers, 5439 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 9591 followers, 1735 engagements
"#Sathlokhar #SSEGL H1FY26 Business Update The company posted XX% YoY growth in H1 FY26 with revenue touching XXX Cr (vs XXX Cr in H1 FY25). Solid execution visible. EPC biz tends to be H2 heavy (65-75%) in revenue mix. Let's build some estimates H2 FY25 revenue was XXX Cr FY25 full year revenue = XXX Cr With H1 FY26 revenue already at XXX Cr we try to estimate FY26 numbers with XX% revenue contribution from H2 (conservative approach). If XXX Cr = XX% of FY26 revenue (H1 portion) Then Full-Year FY26 Revenue XXX Cr H2 FY26 Revenue = XXX Cr - XXX Cr = XXX Cr Seems achievable considering the"
X Link @logical_traderr 2025-10-19T06:01Z 9587 followers, 6803 engagements
"A notable order Update from #Sathlokhar #SSEGL M/s Hong Fu Industrial Group (Taiwan-based footwear giant) investing 1500 Cr in a mega facility in Ranipet. Company secured XXXXX Cr (incl. GST) civil contract for Phase 1B. Target completion: Before April 2026. Overall signs are encouraging: โ
Strong H1 growth โ
Realistic FY26 visibility โ
Clean balance sheet (so far) โ
Reputed private clients โ
Conservative estimates make the stock worth monitoring"
X Link @logical_traderr 2025-10-19T13:40Z 9584 followers, 2075 engagements
"The PSU Index is showing strong technical signs with key indicators pointing towards an upward momentum. PSU banks are looking attractively priced driven by: GST revival boosting economic activity and credit growth. Restructured order books supporting stable revenue flows. Ongoing asset quality improvement and cleaning up of non-performing assets (NPAs) which enhances overall financial health"
X Link @logical_traderr 2025-10-20T07:15Z 9587 followers, 1409 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.๐ 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 ๐คฃ"
X Link @logical_traderr 2025-10-21T13:09Z 9588 followers, XXX engagements
"๐งต 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. ๐ 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: โก 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