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@satyam_sa16 Satyam 🇮🇳
Satyam 🇮🇳 posts on X about india, balance sheet, longterm, debt the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +226%
- X Month XXXXXX +19,425%
- X Months XXXXXX +1,253%
- X Year XXXXXX +564%
Mentions: XXX #
- X Week XXX +158%
- X Month XXX +12,460%
- X Months XXX +6,922%
- X Year XXX +816%
Followers: XXX #
- X Week XXX +50%
- X Months XXX +68%
- X Year XXX +36%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% stocks XXXX% technology brands XXXX% automotive brands XXXX% currencies XXXX% ncaa football XXXX% travel destinations XXXX%
Social topic influence india 5.77%, balance sheet 2.7%, longterm 2.52%, debt 1.98%, h2 1.98%, insurance 1.44%, dip 1.44%, $7846t 1.26%, macro 1.26%, finance XXXX%
Top accounts mentioned or mentioned by @jigarme12373921 @someshmalik
Top assets mentioned ServiceNow Inc (NOW) Delysium (AGI) Microsoft Corp. (MSFT) Salesforce Inc (CRM)
Top Social Posts #
Top posts by engagements in the last XX hours
"7 🏦 Branch & Product Blitz: Gold Loans: XX branches XXX by Mar 2026 Consumer Durables: 3000 dealers signed 12000 target CV Loans Education Loans scaling rapidly Strong Tier 2/3 push #GrowthPlans"
@satyam_sa16 on X 2025-07-26 09:15:24 UTC XXX followers, XX engagements
"3 ⚙ But margins compressed: Cash business EBITDA margin: XXXX% (160 bps YoY) Managed Services EBITDA margin: XXXX% (290 bps YoY) Why Seasonality wage hikes & muted consumption" @satyam_sa16 on X 2025-07-25 10:46:44 UTC XXX followers, XX engagements
"6 Capex & R&D 🧪 No big capex for core biz can grow from XXX Cr to XXX Cr without major spend. New pilot lab lines: 1015 Cr planned to build recyclable pack in-house target cost X vs X now (imported). Critical to lift packaging unit margins" @satyam_sa16 on X 2025-07-23 03:20:39 UTC XXX followers, XX engagements
"2 Q1 FY26 Highlights 📈 ✅ Revenue: XXX Cr +25% YoY ✅ Net Profit: XX Cr +41% YoY ✅ EBITDA: XXX Cr +20% YoY ✅ Net Debt down to XXX Cr (term loans prepaid XXXXX Cr in July) Balance sheet is stronger operations sharper. #Earnings #IndiaInc" @satyam_sa16 on X 2025-07-23 03:10:50 UTC XXX followers, XX engagements
"5 Guidance 🚦 Overall assets to grow XX% FY26. Secured assets to grow 35-40% 12-13% by H1. Unsecured book stabilises by H1 zero growth. Deposit growth target: XX% KASA up to XX% FY26. NIM recovery: Q2 NIM back X% 7.2-7.3% for FY26" @satyam_sa16 on X 2025-07-23 04:52:05 UTC XXX followers, XX engagements
"9 🌿 Sustainability & CSR: Recognized for water conservation (Jal Samrudi) & women empowerment. X new CSR awards add credibility to long-term ESG positioning. #Sustainability" @satyam_sa16 on X 2025-07-26 09:50:19 UTC XXX followers, XX engagements
"4 ⚡ Balance Sheet: Debt-free 💪 Cash & liquid investments: 791cr Working capital days down by XX to 100" @satyam_sa16 on X 2025-07-26 07:35:24 UTC XXX followers, X engagements
"9 Strategic Punch 🥊 ✔ JV-led deep tech Longcheer (mobiles) HKC (displays) QC India (cameras) Inventec (IT HW) ✔ New categories robot cleaners front-load washers dash cams ✔ Global push US retail pilots for lighting big mobile exports ✔ Mgmt scaling up senior talent more muscle for next leg" @satyam_sa16 on X 2025-07-23 03:31:14 UTC XXX followers, XX engagements
"1 🔵 SBI Life Q1 FY26: Strong start to the year leadership intact margins up protection business growing fast. XX years old & still compounding Breakdown 🧵 #SBILife #Insurance #LifeInsurance" @satyam_sa16 on X 2025-07-25 11:38:06 UTC XXX followers, XX engagements
"4 💰 Margins & Costs: EBITDA margin stable at XXXX% (guidance: 4045%) Q1 expense up XXXX% YoY (payroll increments + tech spend) PAT margin steady at XXXX% Strong cost control + big tech bets = future leverage" @satyam_sa16 on X 2025-07-26 06:58:24 UTC XXX followers, XX engagements
"7 🚀 Growth Drivers: ✓ Soft edible oil & good crops ✓ Effective price hikes (+2.5% over XXX qtrs) ✓ Big direct retail push XXXX lakh outlets now target X lakh in X yrs ✓ Frozen food export ramp ✓ Thresha (Hazelnut) stores ramping up 1920 by year-end" @satyam_sa16 on X 2025-07-26 06:32:28 UTC XXX followers, X engagements
"1 AGI Green Pack Q1 FY26: Bold Confident Ready to Double 🧵 A robust quarter. A bold new market entry. A clear target: Double the topline every X years. Heres what you need to know about Indias glass & aluminium packaging play 👇 #AGIGreenPack $AGI" @satyam_sa16 on X 2025-07-23 03:10:50 UTC XXX followers, XX engagements
"6 💰 Guidance: FY26 rev: 5400cr FY27 rev: 7600cr PAT margin: 4.254.5% by FY27 EBITDA margin: 6.26.3% Working capital: 5255 days by FY27 Net cash flow positive by Mar 2027" @satyam_sa16 on X 2025-07-26 07:15:00 UTC XXX followers, XX engagements
"6 🏦 Balance Sheet: Capital Adequacy: XXXX% (Tier 1: 23.2%) Debt/Equity: XXXX Cost of Borrowing: XXX% (set to drop by 2535 bps in FY26) Strong liquidity buffer: 1000 cr cash + XXX cr undrawn" @satyam_sa16 on X 2025-07-25 10:59:30 UTC XXX followers, X engagements
"2 Headline Numbers 🧾 📈 Revenue: XXX Cr Highest-ever Q1 YoY Growth: +12% 🥛 Core Dairy: Cheese ghee & paneer: +9% vol +14% value XX% of sales 💪 Gross Margins: XXXX% (up from XXXX% Q-o-Q) 💵 EBITDA Margin: XXX% (aim: double digits soon)" @satyam_sa16 on X 2025-07-23 05:01:26 UTC XXX followers, XX engagements
"11 ⚙ Investor Lens: Not chasing reckless growth. Focus: disciplined book resilient margins sharper risk controls. Mid-20s ROE not this year but groundwork laid for quality growth cycle" @satyam_sa16 on X 2025-07-26 07:08:05 UTC XXX followers, XX engagements
"1 Schloss Bangalore (The Leela) Q1 FY26 🧵 Strongest Q1 ever. Luxury hospitality riding Indias demand boom. RevPAR soaring balance sheet clean and a bold 2000 Cr EBITDA vision. Lets unpack 👇 #Leela #Hospitality" @satyam_sa16 on X 2025-07-23 05:06:03 UTC XXX followers, XX engagements
"1 Cyient DLM Q1 FY26 🧵 Strong start to FY26 ✅ Record order intake ✅ Margin expansion ✅ Low utilisation = big operating leverage A China+1 winner in the making Lets unpack the call: #CyientDLM" @satyam_sa16 on X 2025-07-23 03:27:29 UTC XXX followers, XXX engagements
"3 Segment Snapshot 🔍 Mobile: 11663 Cr (+125% YoY) 📱 9.66M smartphones 5.73M feature phones Telecom IP & Wearables: 1410 Cr (+250%+) Consumer Electronics (TVs & Refrigerators): XXX Cr 🥶 Fridge good LED TVs weak. Home Appliances: XXX Cr (+13% YoY) Lighting: XXX Cr" @satyam_sa16 on X 2025-07-23 03:31:09 UTC XXX followers, XX engagements
"1 🧵 Filatex India Q1 FY26 Holding steady betting big on Capex & Recycling Domestic solid ✅ exports pressured ⚠. 700cr+ Capex pipeline margin expansion in sight. Dive in: 👇 #FilatexIndia #Polyester #Q1Results #Capex #Recycling" @satyam_sa16 on X 2025-07-26 06:50:40 UTC XXX followers, XX engagements
"12/ 📡 Capex & expansion: 🚀 Tripling sales team in US/EU 🤝 Hunting XX M&A targets at any point 🤖 Heavy AI IP investments 🔗 Partnerships: DataBricks Builder Vortex Microsoft Salesforce ServiceNow" @satyam_sa16 on X 2025-07-24 03:02:24 UTC XXX followers, XX engagements
"5 💡 Product mix shift: Guaranteed non-par savings: XX% of individual AP ULIP new biz: 2740 cr XX% of individual new biz Strong persistency: 13th month: XXXX% (+58 bps) 61st month: XXXX% (+501 bps)" @satyam_sa16 on X 2025-07-25 11:38:09 UTC XXX followers, XX engagements
"6 📈 Guidance FY26: Revenue growth: +15% EBITDA margin: 1518% Gross margin: XXXX% Pricing improving slowly forex tailwinds steady" @satyam_sa16 on X 2025-07-26 07:35:25 UTC XXX followers, XX engagements
"1 🧵 SBI Cards Q1 FY26 Quality Over Quantity 🏦💳 Growth trimmed PAT dips YoY but stable NPAs & digital push show disciplined execution. Heres what matters from Indias #2 credit card issuer 👇 #SBICards #Q1Results #Banking #Fintech" @satyam_sa16 on X 2025-07-26 07:07:57 UTC XXX followers, XXX engagements
"5 🚢 Exports: XX% YoY growth despite global uncertainty. FY26 export rev expected to cross 1000 cr (25% share). Mgmt sees India gaining from tariff shifts. PCB JV to push exports further" @satyam_sa16 on X 2025-07-26 06:21:34 UTC XXX followers, XX engagements
"1 ⚡ CG Power Q1 FY26: All-time high revenue record orders & bullish outlook Big bets on power systems semiconductors & capacity ramp-up heres your decode 🧵 #EarningsCall #IndianMarkets #PowerSector #Q1Results" @satyam_sa16 on X 2025-07-25 10:40:00 UTC XXX followers, XX engagements
"2 💰 Strong start: Standalone Revenue: 2643 cr (+25% YoY) highest ever PAT: XXX cr (+23% YoY) FCF: XXX cr (119% of PAT) ROCE: XX% Order backlog: 11971 cr (+70% YoY) 💪 Cash-rich + booked out" @satyam_sa16 on X 2025-07-25 10:40:00 UTC XXX followers, X engagements
"🔟 Investor Takeaway ✅ Tough Q1 but clear pivot: Secured engine 🔥 Cost of funds trending down Universal Bank play 🏦 Digital + branch push 📲🏢 Execution in Q2/Q3 is key watch for NIM bounce MFI stress cooling & secured book scaling. 🔗 For more grounded summaries" @satyam_sa16 on X 2025-07-23 04:52:08 UTC XXX followers, XX engagements
"1 United Breweries Q1 FY26: Premium Play Policy Hiccups 🍻🚀 UBL stays king of beers in India double-digit volume & sales growth premium brands on fire market share up XXX bps nationwide. Margins under pressure short term but the glide path is clear. Key takeaways 🧵 #UnitedBreweries #Kingfisher #Q1FY26" @satyam_sa16 on X 2025-07-24 07:23:46 UTC XXX followers, XX engagements
"4 💼 Management tone: Cautious optimism. Global risks persist but order book strong plants will run full in H2. Focus: R&D niche products new blocks to scale. #TatwaChintan #Q1Results" @satyam_sa16 on X 2025-07-25 10:20:13 UTC XXX followers, XX engagements
"8 📲 Strategic investments: 1000 cr annual tech spend XX cr for new cyber security infra (live in a month) XXX% RAM digitalisation by Mar26 Credit card business revamp: 100+ cr push New hires: XXX IT specialists + AI focus" @satyam_sa16 on X 2025-07-25 10:43:34 UTC XXX followers, XX engagements
"4 How They Win 🎯 Lowest cost of capital X% 🎯 Competes with top banks & NBFCs 🎯 Lending 100-150 bps cheaper than peers 🎯 Still makes better spreads than old Railway-only model 🎯 Zero NPAs = big comfort" @satyam_sa16 on X 2025-07-24 02:54:23 UTC XXX followers, XX engagements
"🔟 ⚠ Watchlist: BAGIC underwriting loss higher costs for preferred segments. Bajaj Markets topline dip digital journey tweak. Slight GNPA uptick still best-in-class. BALIC persistency dips explained by tax season base" @satyam_sa16 on X 2025-07-26 06:27:23 UTC XXX followers, X engagements
"🔟 Big Picture Takeaway 🖼 ✅ Iconic luxury brand ✅ High RevPAR premiums ✅ Strong balance sheet post-IPO ✅ Smart capex new clubs & residences structural growth. Schloss Bangalore is betting big on Indias luxury hospitality wave. 🔗 For more high-quality earnings breakdowns:" @satyam_sa16 on X 2025-07-23 05:06:09 UTC XXX followers, XX engagements
"🏦 Bandhan Bank: Cautious today optimistic for tomorrow. Q1 FY26 saw continued EV stress resilient secured growth & clear H2 recovery plans. Key takeaways for investors 👇 #BandhanBank #Q1FY26 #Microfinance #Banking" @satyam_sa16 on X 2025-07-19 12:53:15 UTC XXX followers, XXX engagements
"11 🌱 Whats next: Protection push continues new child plans high-ticket protection Money-back plan in pipeline Further align bank channel towards non-par/protection Strong push for rural + semi-urban via branches & agents" @satyam_sa16 on X 2025-07-25 11:38:13 UTC XXX followers, XX engagements
"3 🧩 Segments: Regulated Markets (US): XXX cr (+69% YoY +40% QoQ) Margin: XXXX% Emerging Markets: XX cr (+32% YoY) Margin: XXX% Domestic Generics: X cr (4x YoY) Run rate: XXX cr/month" @satyam_sa16 on X 2025-07-25 11:41:32 UTC XXX followers, XX engagements
"9 Red Flags 🚩 QoQ revenue decline + net loss despite big investments Chennai rollout delays hurt Q1 revenue realisation No software licensing revenue this FY No clear number yet on India AI Mission revenue contribution Execution needs to match vision. #Risks" @satyam_sa16 on X 2025-07-23 03:16:44 UTC XXX followers, XXX engagements
"🔟 Big Picture E2E is betting on Indias AI & GPU cloud wave: Strong pipeline loyal Nvidia tie-up big capacity coming online. If they hit 7590% utilisation + exit MRR target margins can rebound sharply. Watch Chennai ramp & pipeline conversion. 🔗 More smart concall threads:" @satyam_sa16 on X 2025-07-23 03:16:45 UTC XXX followers, XXX engagements
"1 💊 Senores Pharma Q1 FY26: XX% YoY revenue growth XX% PAT surge clear roadmap for XX% topline and XXX% profit growth this year. US strategy & CDMO scale-up in focus. Full breakdown 🧵 #SenoresPharma #Pharma #Earnings" @satyam_sa16 on X 2025-07-25 11:41:31 UTC XXX followers, XXX engagements
"🔟 Big Picture: Premium Wins Infra Lags 🍻 UBLs premium push is working Kingfisher Ultra Amstel Heineken driving mix up market share up. Short-term supply & policy pain points remain especially cans + key states like Karnataka. Greenfield capex & coolers clear sign: growth bets are on. 📌 Stay tuned for more concall bites here 👉 #Beer #Premiumization #UBL #IndiaGrowth" @satyam_sa16 on X 2025-07-24 07:23:51 UTC XXX followers, XX engagements
"4 💸 Strong Margins: EBITDA/tonne: 5728 beating industry peers Gross profit margin: 3032% expected to sustain PAT margin: XXX% #Margins" @satyam_sa16 on X 2025-07-26 17:35:01 UTC XXX followers, X engagements
"4 🏦 Verticals: BFS Insurance TMT: all 20%+ YoY growth. Insurance: +20% QoQ +27.5% YoY. Logistics & EMEA dipped due to specific ramp-downs recovery expected ahead. #SectorTrends" @satyam_sa16 on X 2025-07-26 09:59:26 UTC XXX followers, X engagements
"1 🧵 V-Mart Retail Q1 FY26 Steady Footing Cautious Optimism 🛍 Indias tier 2/3 retail story stays alive heres what you should know from the earnings call: #VMart #Retail #Q1Results" @satyam_sa16 on X 2025-07-26 07:20:37 UTC XXX followers, XX engagements
"12 🔗 Verdict: STL is pivoting to lead the AI-era fibre race. Execution new tech ramp-up & global positioning will decide next leg. Cautious optimism solid foundation laid. More such deep dives 👉 #SterliteTech #EquityResearch #InfraStocks" @satyam_sa16 on X 2025-07-26 07:11:06 UTC XXX followers, XX engagements
"2 💵 Standalone India performance: Income: XXX cr (+7% YoY) EBITDA: XXX cr (+42% YoY) PAT: XX cr (+69% YoY) PAT margin up XXX bps Cash pile at 1576 cr. Solid" @satyam_sa16 on X 2025-07-25 11:02:46 UTC XXX followers, X engagements
"✅ Bottom Line: High-Margin Growth + Export Power 🏆 Manakia Coated Metals is pushing deeper into value-added coated steel. Exports booming. Premium alu-zinc & pre-painted demand rising. Capex well-funded. Balance sheet getting stronger. FY27 = Scale + Margin = Stronger Moat. 📌 More detailed concall nuggets here 👉 #Steel #Exports #Capex #IndiaManufacturing" @satyam_sa16 on X 2025-07-24 07:28:31 UTC XXX followers, XX engagements
"1 IRFC Q1 FY26 🧵 IRFC XXX 🚆 ✅ Strong profit surge ✅ Zero NPAs ✅ Cheap capital edge ✅ Big diversification into the whole govt ecosystem Heres whats moving 👇 #IRFC #Earnings" @satyam_sa16 on X 2025-07-24 02:54:20 UTC XXX followers, XXX engagements
"7 E-commerce & Channels 🚚 E-comm +61% Modern Trade +21% Organic India: E-comm 3.5x YoY Starbucks: SSSG back in April/June dipped in May (geo tensions) X new stores" @satyam_sa16 on X 2025-07-24 03:25:24 UTC XXX followers, XX engagements
"7 🔑 Drivers: ✅ Awards for zero-defect supplies (Toyota Honda) ✅ Strong order wins content per vehicle rising ✅ Localization: 7879% ✅ Railways wind energy agri tractors seeing good traction #CompetitiveEdge" @satyam_sa16 on X 2025-07-26 09:50:17 UTC XXX followers, XX engagements
"6 🎯 Outlook: Volume: +910% for rest of FY26 Gross Margin: To hold XX% standalone (w/o PLI) if oil stable Marketing: Heavy Q2 spendfestive digital push Nepal JV: XX cr topline in X yrs XX cr plant with CG Group Ops Cost: 5075 bps annual gain from FY27 as utilization rises" @satyam_sa16 on X 2025-07-26 06:32:28 UTC XXX followers, X engagements
"9 👋 People Update: CFO Ms. Subhra Gourisaria exits for a bigger Tata Group role handled smoothly. New leadership transition in progress. #Leadership" @satyam_sa16 on X 2025-07-26 17:49:18 UTC XXX followers, X engagements
"6 📦 Key Drivers: Rural demand + good monsoon = tailwind Staple inflation under control Wedding season helped May footfalls Tech & AI for better product assortment & sell-through" @satyam_sa16 on X 2025-07-26 07:20:40 UTC XXX followers, X engagements
"6 🌎 Why It Matters: India imports 5-6 MT DAP Coromandel aims to replace with domestic output Strong backward integration rock acid fertiliser Rock beneficiation: multiple grades better throughput #SelfReliance" @satyam_sa16 on X 2025-07-26 17:38:32 UTC XXX followers, X engagements
"💬 Management says: Absolutely very confident of achieving 1600 Cr annual sales this year. Well placed for the next growth cycle with a robust launch pipeline and disciplined financials" @satyam_sa16 on X 2025-07-24 17:28:55 UTC XXX followers, XX engagements
"11 Red Flags 🚩 FY26 upper-end guidance cut ➡ Cautious tone Clients delaying decisions no clear recovery timeline Marginal attrition uptick" @satyam_sa16 on X 2025-07-24 03:10:20 UTC XXX followers, XX engagements
"4 Why Exports Are Booming 🌍 👉 Long-term ties with EU OEMs 👉 China plus one tailwind tariffs anti-dumping duties benefiting Indian coated steel 👉 Strategic hedging = XXX Cr forex gain this quarter 👉 Port proximity keeps export costs low" @satyam_sa16 on X 2025-07-24 07:28:26 UTC XXX followers, XX engagements
"7 Strategic Moves 🔑 Universal Bank License filed in June aims to boost KASA brand trust lower funding costs. Strong push into secured products: affordable housing 2W loans gold loans. XX branches planned FY26 X opened in Q1. Digital focus Iwani app for merchants zero-cost soundbox" @satyam_sa16 on X 2025-07-23 04:52:06 UTC XXX followers, XX engagements
"🔟 ✅ Investor Takeaway: No big red flags. Strong Q1 margin rebound robust distribution ramp and long-term bets like Nepal frozen and bakery. Festive Q2 + strong brand = solid runway. 🔗 More concalls: #Snacks #FMCG #Earnings #Investing" @satyam_sa16 on X 2025-07-26 06:32:30 UTC XXX followers, XX engagements
"6 Capacity Unlocked Upside 🚀 🏭 Factory running at 5560% capacity (2 shifts). 👉 Can double revenue without major capex Just add a 3rd shift ✔ XXX Cr IPO funds left XX Cr for WC XX Cr capex no funding squeeze" @satyam_sa16 on X 2025-07-23 03:27:34 UTC XXX followers, XX engagements
"7 🚜 Drivers: Global demand revival Normalised inventories Favourable Euro-Dollar Strong pipeline big capex 400450cr planned" @satyam_sa16 on X 2025-07-26 07:35:26 UTC XXX followers, X engagements
"6 Key Strategic Moves ⚙ 🔹 Tata Neu partnership loyalty & app revenue jump. 🔹 New ERP/SAP rollout. 🔹 ESG+ Paathya: EV chargers water recycling plastic-free drive. 🔹 New asset platforms: e.g. Ginger near Kolkata Airport pilot for revenue-based lease model" @satyam_sa16 on X 2025-07-19 13:00:34 UTC XXX followers, XX engagements
"5 📊 Snapshot: Total AUM: X Trillion Equity mix: to XXXX% Active Equity AUM: XXX Trillion XX% share Debt & Liquid AUM: +9% & +14% QoQ turnaround #MutualFunds" @satyam_sa16 on X 2025-07-18 02:01:09 UTC XXX followers, XX engagements
"5 Cash Debt Working Capital 💰 ✅ Net debt XX Cr aim to be debt-free by FY26-end. ✅ Working capital days: 90-100 ✅ Sales to WC: 4x Preference shares: XX Cr raised XX Cr used (mainly WC + XX Cr capex)" @satyam_sa16 on X 2025-07-24 07:06:44 UTC XXX followers, XX engagements
"5 Growth Vision 🗺 🎯 10000 Cr revenue target in X years 🎯 Double-digit EBITDA margin teens in 12-24 months 🌧 Good monsoon festival & winter demand tailwinds for cheese/ghee" @satyam_sa16 on X 2025-07-23 05:01:27 UTC XXX followers, XX engagements
"11 ✅ Verdict: Clear execution market share grab global push new products. Yield hit baked in. Big watch: Ascent synergy K business monetisation & tech rollout. KFin = Compounding mode. 🔗 More concalls here #KFin #Fintech #IndiaGrowth #MutualFunds" @satyam_sa16 on X 2025-07-26 06:58:29 UTC XXX followers, XX engagements
"🔟 📌 Big Picture: Tata Chemicals is playing defence not offence. Focus = cost cuts sweat assets balance sheet discipline. FY26 steady 600cr EBITDA bump if all goes well. Long-term upside = market re-balance & low-cost expansions. 🔗More deep-dive earnings calls: #TataChemicals #Investing #ChemicalIndustry #IndiaInc #LongTerm" @satyam_sa16 on X 2025-07-26 09:08:01 UTC XXX followers, XX engagements
"4 📚 Bookings & Clients: TCV: $880M new bookings $337M ACV from new: $211.8M Top X clients: +22.8% YoY Europe: +37.5% YoY 🚀 BFSI: +30.7% YoY clear growth engine" @satyam_sa16 on X 2025-07-26 06:24:15 UTC XXX followers, XX engagements
"8 Risks Still There ⚠ Geopolitical conflicts Red Sea disruptions US tariffs trade costs up. ⚠ Russian dumping weighs on domestic prices. ⚠ Capacity additions faster than demand margin pressure on spot trades" @satyam_sa16 on X 2025-07-24 02:35:22 UTC XXX followers, XX engagements
"3 🧪 Segments Q1 FY26: PTC: XXXX Cr (-17% QoQ +9% YoY) SDA: XXXX Cr (+14% QoQ +13% YoY) PSC: XXXX Cr (+32% QoQ +11% YoY) Electrolytes: XXX Cr (+32% QoQ) More demand up ahead 👇" @satyam_sa16 on X 2025-07-25 10:20:12 UTC XXX followers, X engagements
"🔟 ✅ Takeaway: PCL is executing well: record profit margin lift robust balance sheet clear roadmap to expand lead copper and high-margin products. Regulatory tailwinds add an edge. #Metals #Smallcap" @satyam_sa16 on X 2025-07-26 07:56:49 UTC XXX followers, XX engagements
"5 🏭 Strategic Moves: New US factory up & running local supply tariff hedge Next-gen launches: Multi-core fibre (4-7x capacity) Data centre solutions portfolio live 740+ patents; green hydrogen pilot on track" @satyam_sa16 on X 2025-07-26 07:10:59 UTC XXX followers, XX engagements
"5 Why PCBL is Confident 🏭 Tire industry shifting to cost-efficient India huge tailwind. 🧪 Tech edge: US patent for nanomaterials acetylene black pilot to reduce import dependency. 🔋 Big bet on battery chemicals & energy storage FY27/28 financials will reflect it" @satyam_sa16 on X 2025-07-24 02:35:20 UTC XXX followers, XXX engagements
"6 🏭 Capacity & Capex: 5th plant at Chhatra launched for clutch & drivetrain Overall capacity utilization: healthy (1000cr/year) #MakeInIndia" @satyam_sa16 on X 2025-07-26 09:50:17 UTC XXX followers, X engagements
"4 Cash Flow & Capex 🧵 💰 Op cash flow = XX% of EBITDA 💸 H1 working capital drain: XXX cr (one-off Mahindra discount not repeated) 🔧 H1 capex: XXX bn 🔨 H2 capex to ramp up X% of revenue for FY Focus: India growth new product lines (2W crankshafts EV gears). #Capex #Cashflow" @satyam_sa16 on X 2025-07-23 03:06:52 UTC XXX followers, XX engagements
"🔟 Risks & Clean-ups ⚠ Steel price swings could hit EBITDA/ton (+/ 45%) Forex exposure carefully hedged Amalgamation of dormant subsidiary = balance sheet clean-up not a red flag" @satyam_sa16 on X 2025-07-24 07:28:30 UTC XXX followers, XX engagements
"7 New Verticals 🚀 🗝 The Ark: Invite-only luxury club 2000+ members over X years. 🏙 Leela Luxury Residences: Ultra-luxury serviced apts in Mumbai FY27 launch. 💼 Diversifying beyond rooms high-margin brand extensions" @satyam_sa16 on X 2025-07-23 05:06:07 UTC XXX followers, XX engagements
"1 Dixon Technologies Q1 FY26 🧵 🔥 Blowout Q1 Revenue up XX% YoY PAT doubled margins strong. China+1 massive backward integration huge export push. Is Indias EMS king getting bigger & stronger Lets break it down: #DixonTech" @satyam_sa16 on X 2025-07-23 03:31:08 UTC XXX followers, XX engagements
"5 🔮 Outlook FY26: EBITDA margin X% avg (8% target by 2030) Lead volume aim: 120000 tons Copper to scale 650-700cr potential revenue at peak Aluminium: Q2 FY26 numbers expected 30%+ revenue growth possible #Guidance" @satyam_sa16 on X 2025-07-26 07:56:46 UTC XXX followers, XX engagements
"3 Payments Engine 🚀 💳 Credit card acceptance growing RuPay Credit Card on UPI live. 🧩 Own POS hardware & software refurbish to save capex own the customer. 💰 Can charge more price hike from XXX XXX. 📈 4-5x payments growth potential left in India" @satyam_sa16 on X 2025-07-23 04:57:31 UTC XXX followers, XX engagements
"6 📈 Guidance highlights: PBT margin target: 1415% Power segment margins to hold 20%+ LT motor pricing effect in XX months Kawatch biz scaling: 100+ installs/month coming Semiconductor mini plant: 2026 Main: 2027" @satyam_sa16 on X 2025-07-25 10:40:04 UTC XXX followers, X engagements
"🔟 ✅ Investor Angle: Filatex is planting seeds for FY27. Q1 steady despite margin headwinds. 700cr+ capex big bets on scale circularity & cost wins. Execution & RM price curve are the key watch. Long-term lens only. 🔗 More concalls: #Filatex #IndiaManufacturing #SustainableTextiles #CapexPlay" @satyam_sa16 on X 2025-07-26 06:50:46 UTC XXX followers, XX engagements
"3 💸 Margins: Gross Margin: XXXX% (+630 bps YoY) Europe: XX% NAFTA: XX% LATAM: XX% EBITDA: 142cr (+67% YoY) Margin XXXX% PAT: 143cr +424% YoY" @satyam_sa16 on X 2025-07-26 07:35:23 UTC XXX followers, X engagements
"1 CIE Automotive India Q2 & H1 CY25: Cautious Confidence 🧵 A tale of two markets: 🚗 India: Steady healthy prepping for festive lift Europe: Drag pain & a big EV delay Margins holding new products brewing but macro risks loom. Lets break it down 👇 #CIEAuto #AutoAncillary" @satyam_sa16 on X 2025-07-23 03:06:50 UTC XXX followers, XX engagements
"1 🍿 Bikaji Foods Q1 FY26 Margin comeback + distribution blitz XX% growth best gross margins in quarters Nepal JV millet snacksheres the snack leaders update 🧵 #Bikaji #Q1Results #FMCG #IndiaStocks" @satyam_sa16 on X 2025-07-26 06:32:24 UTC XXX followers, XX engagements
"5 🛡 Secured Lending Focus: Secured mix now XX% of AUM vs XX% a year ago. MSME book: 6370% secured. Risk-first DNA Bank-like credit cost in core products. #RiskManagement" @satyam_sa16 on X 2025-07-26 09:15:22 UTC XXX followers, X engagements
"6 What To Watch ⚠ Q1 disbursement a bit slow Q2 to accelerate ⚠ Minor AUM dip QoQ but uptrend ahead ⚠ Margins under pressure in lending but ultra-low overhead helps ⚠ Only lending to govt ecosystem (not private risky plays)" @satyam_sa16 on X 2025-07-24 02:54:24 UTC XXX followers, XX engagements
"5 📜 Registrations: Total: 2981 products New apps pending: 1021 Europe: 1660 NAFTA: XXX LATAM: 760" @satyam_sa16 on X 2025-07-26 07:35:24 UTC XXX followers, XX engagements
"5 🌍 Markets & Packs: Core Market: +8.5% Focus Market: +11.5% Other States: +36.5% (Maharashtra Gujarat modern trade) Exports: +60.3% Family Packs: +15.8% Impulse Packs (5/10): +8.2% (pressure from local players)" @satyam_sa16 on X 2025-07-26 06:32:27 UTC XXX followers, X engagements
"3 📊 Q1 FY26 Key Numbers: Revenue: $389.7M (+3.9% QoQ +18.8% YoY) CC growth: +3.3% QoQ EBIT margin: XXXX% (+150 bps YoY) PAT: 4250M (+39% YoY) EPS: XXXX (+36.5% YoY) 21st straight QoQ growth 💪" @satyam_sa16 on X 2025-07-26 06:24:15 UTC XXX followers, XX engagements
"9 Strategic Focus 🔑 ✅ Cooler placements ✅ Local production of premium brands more margin control ✅ Backward integration: Bottles & cans ✅ Supply chain redesign to fix cost leakages ✅ Advocating policy clarity for beer affordability" @satyam_sa16 on X 2025-07-24 07:23:50 UTC XXX followers, XX engagements
"Shares where Mutual Funds are Consistently Increasing their stake (Dec 2024 Jun 2025) (Consolidated for all mutual funds) X AGI Greenpac Ltd. X Aarti Drugs Ltd. X Aditya Vision Ltd. X Alkyl Amines Chemicals Ltd. X Alok Industries Ltd. X Apollo Micro Systems Ltd. X Aptus Value Housing Finance India Ltd. X Archean Chemical Industries Ltd. X Asahi India Glass Ltd. 🔟 Asian Paints Ltd. XX Awfis Space Solutions Ltd" @satyam_sa16 on X 2025-07-19 13:55:02 UTC XXX followers, 1828 engagements
"4 🎯 FY26 Guidance: XX% revenue growth 600650 cr PAT to double vs FY25 Regulated markets: 6070% mix US: XXX cr target incl. XXX cr CDMO 1516 new ANDA launches (H2 heavy)" @satyam_sa16 on X 2025-07-25 11:41:33 UTC XXX followers, XX engagements
"9/ 🎯 Guidance & vision: 👉 Margins: Targeting XX% EBITDA 1415% PAT for FY26 👉 Confident of crossing the XXX Cr revenue stigma 👉 1012% employee hike from Oct margin test ahead 👉 Long-term: 4000 Cr topline dream organic + inorganic" @satyam_sa16 on X 2025-07-24 03:02:22 UTC XXX followers, XX engagements
"6 🏃♂ Distribution: Added 31000+ agents gross Opened XX branches expanding Tier XX XX% of proposals digital XX% via auto-underwriting Agency channel: 6%+ growth on high base (industry only 1%)" @satyam_sa16 on X 2025-07-25 11:38:09 UTC XXX followers, X engagements
"3 🚢 Exports boom too: XXXXX cr exports = XXXX% of turnover Up from XXX% in the previous quarter Domestic + export strategy paying off even with global headwinds" @satyam_sa16 on X 2025-07-25 10:34:08 UTC XXX followers, X engagements
"6 🏭 Big Capex Play: Magnagar expansion: +165000 MT NPK/DAP + 99000 MT Sulphuric Acid Cost: XXX Cr (75 Cr debt rest internal) Target: Commercial ops by Mar 2026 Goal: Scale backward integration better margins #Capex" @satyam_sa16 on X 2025-07-26 17:26:48 UTC XXX followers, X engagements
"3 Big Target Ahead 🎯 🚀 MRR exit March FY26: 3238 Cr Thats 2.53x current MRR in X months. Key: ramping up Chennai GPU capacity & large cluster deals. India AI Mission could add more tailwind but financial impact is still unclear for FY26. #AI #GPU" @satyam_sa16 on X 2025-07-23 03:16:39 UTC XXX followers, XXX engagements
"8 Whats Driving Growth ⚡ Infra push: T&D solar EV charging data centers Strong export demand: Renewables + oil & gas Tech upgrades: Electron beam solar wires HVAC/HVDC readiness Backward integration land buys in Rajasthan Panipat" @satyam_sa16 on X 2025-07-24 07:02:35 UTC XXX followers, XX engagements
"7 Strategic Moves 🗺 Expanding points of connect 6000+ dealers App = biggest branch acquisition & collections tool Cross-selling personal loans leasing used vehicle refinance Risk mgmt: micro-market data custom loan schedules for agri segment" @satyam_sa16 on X 2025-07-23 04:54:46 UTC XXX followers, XX engagements
"7 💡 Strategic Moves: $4M for XX% stake in IOA (GCC advisory) Small vendor consolidation (Locate Software) Strong client mining Added new $100M+ & $50M+ clients #GrowthStrategy" @satyam_sa16 on X 2025-07-26 09:59:28 UTC XXX followers, XX engagements
"Strategic Focus: 🔑 Strong execution Consistent collections Prudent debt reduction 🧩 Focused mix: Mid-income & luxury outperform while affordable remains policy-dependent ⚖ Regulatory clearances (Vadala CRZ Kanjurmarg SC hearing) are key near-term monitorables 💡 Master planning Vadala demerged land for future value unlocking" @satyam_sa16 on X 2025-07-24 17:28:54 UTC XXX followers, XX engagements
"8 📈 Strategic Moves: New launches: Tata Neu SBI Card Apollo SBI Card Co-brand push: MoU with Bank of Maharashtra RuPay cards riding UPI rails higher spend/user offsets lower interchange" @satyam_sa16 on X 2025-07-26 07:08:02 UTC XXX followers, XX engagements
"7 🌏 Global Ambitions: Ascent acquisition: India approvals done rest pending. Core play: Displace legacy global fund admins cheaper faster tech. International & alternatives = next growth legs" @satyam_sa16 on X 2025-07-26 06:58:26 UTC XXX followers, XX engagements
"6 📊 Net Debt: 32003400 cr Interest cost softening FY26 borrowing costs to benefit from rate cuts" @satyam_sa16 on X 2025-07-25 11:34:57 UTC XXX followers, X engagements
"9 Managements Message 🔑 Macro is tough but PCBL is tightening operations & pivoting to high-margin segments. 📈 Specialty black & battery chemicals = next margin levers. 🌍 Global market share push more international volume better realization" @satyam_sa16 on X 2025-07-24 02:35:23 UTC XXX followers, XXX engagements
"1 🏖 Mahindra Holidays Q1 FY26: Strong quarter for India biz. Cash flows up profits surge but Europe drags a bit. Lets break it down 🧵 #MahindraHolidays #ClubMahindra #Q1FY26" @satyam_sa16 on X 2025-07-25 11:02:46 UTC XXX followers, XX engagements
"9 🌍 Edge in Recycling: Recycled fibre sells at 4550/kg premium vs virgin. Filatex confident after pilot trials. Other peers (Esther Carbios Loop) still grappling. Working on long-term offtake deals" @satyam_sa16 on X 2025-07-26 06:50:46 UTC XXX followers, XX engagements
"5 Revised Guidance: Playing it Safe 🔽 FY26 AUM Growth: Now 21-23% vs earlier 24-26% 🔽 NIM: Likely to moderate by 15-20 bps 🔄 ROA: 2-2.2% 🔄 ROE: 11-12% (capital overhang) 📅 Return to 24-26% AUM growth expected by Q3 FY26" @satyam_sa16 on X 2025-07-24 02:39:25 UTC XXX followers, XX engagements
"5 🧮 Asset Quality: Gross Stage 3: XXXX% Net Stage 3: XXXX% CV portfolio stress noted Stage 2+3 at 13%. Housing Finance arm clean: GNPA XXXX% NNPA 0.64%" @satyam_sa16 on X 2025-07-25 10:59:29 UTC XXX followers, X engagements
"2 💬 Management Mood: Chairman & CFO: Cautious optimism. Domestic demand steady despite global choppiness. Export margin hit by costly RM + Chinese dumping. Big push on capacity recycling energy savings to lift margins" @satyam_sa16 on X 2025-07-26 06:50:40 UTC XXX followers, XX engagements
"7 ⚡ Challenges: Bangladesh border conflict footfall drop in Eastern India Real estate cost inflation rentals up XX% p.a. Quick commerce: muted growth in XX% areas" @satyam_sa16 on X 2025-07-26 07:20:41 UTC XXX followers, X engagements
"8 Strategy Board 🎯 🔹 CAMSO deal operational prep done regulatory clearance expected Q2 🔹 Product innovation Z-rated run-flat calm tech tires 🔹 Sustainability EcoVadis Silver renewable push to XX% by FY27 🔹 Digital AI in factories vendor integration EUDR-ready" @satyam_sa16 on X 2025-07-19 13:15:02 UTC XXX followers, XX engagements
"12 ✅ Takeaway: SBI Life = steady compounding + smart product mix + unbeatable distribution. VNB margin expanding. Solvency robust. Focus: growth with trust. A top pick for long-term insurance sector investors 🔗 More earnings: #SBILife #Insurance #IndiaInvesting" @satyam_sa16 on X 2025-07-25 11:38:13 UTC XXX followers, XX engagements
"3 🌍 Consolidated view: Income: XXX cr (+8% YoY) EBITDA: XXX cr (+16% YoY) PAT: XXX cr (+18% YoY) Why so low -INR forex hit: XX cr impact. Finland ops still a drag" @satyam_sa16 on X 2025-07-25 11:02:47 UTC XXX followers, X engagements
"4 🛠 Profitability Boost: Op Profit: XX cr (+75% YoY) PBT: XXXX cr (+128% YoY) PAT Margin: X% 2-yr PAT growth: XX% Gross margin lift driven by better mix + efficiencies. Big win" @satyam_sa16 on X 2025-07-26 06:21:32 UTC XXX followers, X engagements
"🔟 🔗 Full details + concall takeaways 👉 Bottom line: Mahindra Holidays is shifting gears profit focus asset-light growth richer customer experience. Long game ON. #Travel #Investing" @satyam_sa16 on X 2025-07-25 11:02:53 UTC XXX followers, XX engagements
"🔟 The Big Picture: Scale Efficiency Focus 🎯 ✅ Sole focus: Wires & cables ✅ No near-term buybacks/dividends cash = capex fuel ✅ History of conservative guidance consistent outperformance ✅ Logistics savings ahead (Sanand port proximity) ✅ Exports to diversify base beyond India 🔗 Stay ahead. Follow all earnings insights 👉 #Infra #Exports #Cables #IndiaManufacturing" @satyam_sa16 on X 2025-07-24 07:02:36 UTC XXX followers, XX engagements
"6 MFI Stress Easing 🤞 Q2 stress to decline. Q3 significant drop in new MFI NPAs. Collection efficiencies improving: April XXXX% May XXXX% June 98.7%. Buffer: Accelerated provisions protect key metrics" @satyam_sa16 on X 2025-07-23 04:52:05 UTC XXX followers, XX engagements
"2 Q1 FY26 Snapshot 📊 Revenue: XXX Mn (-12.6% QoQ) Net Loss: XX Mn (EPS: -1.39) EBITDA Margin: XXXX% 👉 BUT: Monthly Recurring Revenue (MRR) up to XXXX Cr vs. XXXX Cr last quarter. #Earnings #CloudGPU" @satyam_sa16 on X 2025-07-23 03:16:38 UTC XXX followers, XXX engagements
"5 📈 Guidance: Indian MF industry to hit $X TRILLION AUM in 1214 months 20%+ AUM growth likely 10M+ new investors every year. KFin sees 15%+ revenue growth core biz 3035% for International AIF NPS" @satyam_sa16 on X 2025-07-26 06:58:25 UTC XXX followers, XX engagements
"7 Saudi JV & Expansion 🌏 🛢 NextEra JV with Aramco Digital now live direct Saudi access. 🏆 New logos & deeper wallet share expected" @satyam_sa16 on X 2025-07-19 13:03:34 UTC XXX followers, XX engagements
"1 🔆 Borosil Renewables Q1 FY26: A big India pivot a German exit & a sharp focus on solar glass Strong margins bold expansion & a costly write-off. All you need to know 🧵 #EarningsCall #Renewables #SolarEnergy #Q1Results" @satyam_sa16 on X 2025-07-25 10:34:06 UTC XXX followers, XX engagements
"5 Outlook 📝 FY26 Disbursement: 30000 Cr 📝 FY26 Sanctions: 60000 Cr 📝 Target XX% disbursement done by H1 📝 AUM X lakh Cr by FY27 📝 No corporate tax for 5-7 years (thanks depreciation)" @satyam_sa16 on X 2025-07-24 02:54:23 UTC XXX followers, XX engagements
"9 ⚠ Risks & Notes: Hedged for lead/copper; aluminium unhedged Industry formalisation PCL gains share Plastics loss = rent solution in place Lithium-ion: cautious approach #RiskCheck" @satyam_sa16 on X 2025-07-26 07:56:48 UTC XXX followers, XX engagements
"11 ✅ Outlook: Management confident: revenue & margins to improve QoQ Strong revenue visibility 4888cr order book Focus on cost control debt reduction & next-gen products sustainable growth" @satyam_sa16 on X 2025-07-26 07:11:05 UTC XXX followers, XX engagements
"1 Shyam Metalics Q1 FY26: Big Volumes Big Margins Big Plans ⚙🚂 The integrated metal player roars ahead with double-digit growth efficient execution & bold expansion bets. Full snapshot 👇 #ShyamMetalics #Steel #IndiaMetals" @satyam_sa16 on X 2025-07-24 03:36:58 UTC XXX followers, XX engagements
"3 🏘 Portfolio Mix: XX% Home Loans XX% Micro LAP (avg ticket: X lakh) Salaried segment: XX% of book Avg LTV: XX% strong collateral cushion #HousingFinance" @satyam_sa16 on X 2025-07-26 10:05:13 UTC XXX followers, X engagements
"8 Bottomline Railways banker Indias infrastructure banker. 💡 Zero NPA 💡 Dirt-cheap capital 💡 Solid tax shield 💡 Iron-clad asset book Execution + cost advantage = compounding machine 🔗 More concalls no noise" @satyam_sa16 on X 2025-07-24 02:54:25 UTC XXX followers, XX engagements
"2 Q1 Snapshot 🍺 ✅ Volume up XX% (10% by cases) ✅ Net Sales up XX% YoY ✅ EBITDA XXX Cr (+10% YoY) ✅ Gross margin XXXX% (-50bps YoY but underlying GP up 100bps) Premium brands: XX% volume growth Kingfisher Ultra Amstel Heineken Silver leading" @satyam_sa16 on X 2025-07-24 07:23:46 UTC XXX followers, XX engagements
"8 💰 Solid Balance Sheet: Cost of borrowing dipped to XXXX% NCDs up from X% XX% of borrowings Target XX% NCD mix ahead 1500cr promoter equity infusion at 452.5/share #Funding" @satyam_sa16 on X 2025-07-26 09:15:24 UTC XXX followers, XX engagements
"4 Capacity & Cash 💪 🏭 Phase X at Unit X fully operational @ XX% utilisation. 🧩 Unit X Mahad: Backward integration block H2 FY26 go-live. 💼 XXX Bn in cash & treasury solid liquidity" @satyam_sa16 on X 2025-07-23 05:13:25 UTC XXX followers, XX engagements
"45 Rashtriya Chemicals and Fertilizers Ltd. XX Repco Home Finance Ltd. XX Responsive Industries Ltd. XX Sammaan Capital Ltd. XX Sandhar Technologies Ltd. XX Schneider Electric Infrastructure Ltd. XX Shaily Engineering Plastics Ltd. XX Shree Renuka Sugars Ltd. XX Signatureglobal (India) Ltd. XX Stove Kraft Ltd. XX TARC Ltd. XX Tata Teleservices (Maharashtra) Ltd. XX Thangamayil Jewellery Ltd. XX The Anup Engineering Ltd. XX The South Indian Bank Ltd. XX Trident Ltd. XX UCO Bank" @satyam_sa16 on X 2025-07-19 13:55:04 UTC XXX followers, XXX engagements
"Strategic Motivations Behind Mutual Fund Accumulation in Geojit Financials X. Diversification into Recurring Revenue Streams Geojit Financials has transitioned from being predominantly brokerage-driven to a firm with substantial recurring fee-based income including robust mutual fund distribution PMS and insurance products. Recurring revenue assets now account for a significant portion of the companys customer asset base providing visibility and resilience even during volatile periods. X. Rapid Growth in AUM The company has reported strong double-digit growth in mutual fund AUM PMS AUM and" @satyam_sa16 on X 2025-07-22 13:25:53 UTC XXX followers, XX engagements
"4 Aquaform: Work in Progress 🌱 Growth: Volume up but margins softer due to trade costs (+6 Cr hit) & product mix. ✅ FY26 EBITDA guidance intact at XXX Cr more capacity better utilization in Q2+" @satyam_sa16 on X 2025-07-24 02:35:19 UTC XXX followers, XX engagements
"🔟 ✅ Takeaway: Indian Bank Q1 = Prudent growth + asset quality discipline + digital upgrade. Short-term margin/cost pressures but high RoE & GNPA control stand out. Long game: steady resilient PSU play. #Banking #PSU #IndiaInc 🔗 Full summaries" @satyam_sa16 on X 2025-07-25 10:51:22 UTC XXX followers, XX engagements
"9 ⚠ Risks: CASA slipped below XX% (was 40%+) NIM compression due to repo cut pass-through vs. lagged deposit repricing Private capex still sluggish corporate credit pipeline modest" @satyam_sa16 on X 2025-07-25 10:51:21 UTC XXX followers, X engagements
"1 Tata Consumer Q1 FY26: Double-Digit Growth Profit Hiccups Confident Rebound ☕🧂 Indias FMCG major delivers solid revenue growth but faces near-term margin bumps. Heres your clean snapshot #TataConsumer #FMCG #IndiaEarnings" @satyam_sa16 on X 2025-07-24 03:25:20 UTC XXX followers, XX engagements
"1 🏦 Bajaj Finserv Q1 FY26 All-time high profits profitable pivot Insurance margin play lending solid digital tweaks underway. Here's your complete snapshot 🧵 #BajajFinserv #Q1Results #IndiaStocks #EarningsCall" @satyam_sa16 on X 2025-07-26 06:27:17 UTC XXX followers, XX engagements
"7 🔑 Operational Moves: Debtor days cut to XX (was 38) GML lines of 90cr tied up lower interest costs Festive + wedding season = solid pipeline Major retailers onboarded: Reliance Retail PMJ Kalam etc" @satyam_sa16 on X 2025-07-26 07:15:02 UTC XXX followers, XX engagements
"8 Strategic Edge 🎯 🏭 Own farm model XX litres/cow yield vs 8-10 industry avg. 💡 Health & nutrition pivot riding Indias protein deficit megatrend. 💪 Strong brand moat national vs regional peers" @satyam_sa16 on X 2025-07-23 05:01:29 UTC XXX followers, XX engagements
"10/ ⚙ Growth drivers: 🔥 New clients (incl. Fortune 500) 🔥 AI accelerators (Expona Stanza) early signs in Canada 🔥 ServiceNow + AI = top growth arrows 🔥 Europe momentum" @satyam_sa16 on X 2025-07-24 03:02:22 UTC XXX followers, XX engagements
"🔟 Bottomline ✅ Solid balance sheet. ✅ Excellent asset quality. ✅ Disciplined execution. 📉 Near-term: Growth & NIMs softer as pricing wars play out. 📈 Medium-term: Strategic shift to higher-margin segments & digital muscle should pay off by Q3 FY26+. 🔗 For more high-quality earnings breakdowns:" @satyam_sa16 on X 2025-07-24 02:39:29 UTC XXX followers, XX engagements
"6 🎯 Guidance: FY26 Revenue: +30-35% YoY FY26 EBITDA Margin: Revised to 8.5-9% (prev. 8%) Consumer vertical: Aim XX% of total WC days: Target 60-64 by year-end (Q1 at 69)" @satyam_sa16 on X 2025-07-26 06:21:35 UTC XXX followers, X engagements
"4 💡 Turnaround Drivers: Global fibre demand rebounding after inventory digestion Massive tailwinds: 5G rollout FTTH AI data centres (need 36x more fibre) Big govt projects: BharatNet Phase X US Bead" @satyam_sa16 on X 2025-07-26 07:10:58 UTC XXX followers, XX engagements
"4 International Push 🌍 US hotels solid (The Pierre shining) RevPAR XX% Cape Town: XX% RevPAR growth. London properties getting XX Mn upgrades. Frankfurt Taj Grand Hotel opens Jan XX. New Chambers private clubs coming up globally (London Frankfurt Dubai)" @satyam_sa16 on X 2025-07-19 13:00:33 UTC XXX followers, XX engagements
"1 🚀 Indias mutual fund giant ABSLAMC just posted a strong Q1 FY26 Whats behind the numbers Wheres the growth coming from What are the red flags A concise 🧵 for investors & analysts #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-25 10:25:10 UTC XXX followers, XX engagements
"12 🔗 Verdict: Not a volume rocket 🚀 but a profitability fortress 🛡 in a choppy credit cycle. Watch for festive uptick & cost tailwinds in Q2Q3. More such concall summaries 👉 #SBICards #EquityResearch #Fintech" @satyam_sa16 on X 2025-07-26 07:08:06 UTC XXX followers, XX engagements
"2 💬 Management Vibe: COO & CFO: Strong demand rural + urban bounce back. Festive Q2 to be strong. Best gross margins in many quarters thanks to raw material tailwind & smart price hikes. Big push on distribution expansion. Nepal JV = strategic bet" @satyam_sa16 on X 2025-07-26 06:32:25 UTC XXX followers, X engagements
"8 🧭 Risks: Heavy discounting in impulse & western snacks Seasonality in sweets/papad (fewer weddings) Oil price volatility Local/unbranded competitionalways a wild card" @satyam_sa16 on X 2025-07-26 06:32:29 UTC XXX followers, X engagements
"7 🏭 Massive capacity ramp: Existing power systems 40000 MVA by Sept New 45000 MVA plant underway Goal: expand beyond 85000 MVA to meet global demand surge Power infra boom = big tailwind 🔋" @satyam_sa16 on X 2025-07-25 10:40:05 UTC XXX followers, X engagements
"6 Strategic Bets 🔍 ✅ Early Nvidia partner strong Blackwell GPU roadmap (B200 B300 GB200 GB300) ✅ Self-built cloud platform does what hyperscalers do ✅ Enterprise focus + sovereign cloud software offering ✅ Proof-of-concepts pipeline growing fast #GenAI #CloudIndia" @satyam_sa16 on X 2025-07-23 03:16:41 UTC XXX followers, XXX engagements
"9 Risks Investors Should Note 🔍 Rate cuts & refinancing = margin squeeze 🔍 Real estate market slowdown 🔍 Rising employee cost (expansion driven) 🔍 Lower other income as excess capital is deployed" @satyam_sa16 on X 2025-07-24 02:39:28 UTC XXX followers, XX engagements
"1 Zensar Tech Q1 FY26: Quiet Confidence AI Bets & Steady Execution ⚙🤖 Midcap IT stays resilient in a tough macro. Small sequential growth big AI focus clear on NOT chasing commoditized deals. Highlights 👇 #Zensar #ITServices #AI" @satyam_sa16 on X 2025-07-24 06:57:50 UTC XXX followers, XX engagements
"1 💰 CMS Info Q1 FY26: Cautious tone but playing the long game market share up order book strong margins dipped. Heres your full decode 🧵 #Q1Results #CMSInfo #Logistics #Payments #CashManagement" @satyam_sa16 on X 2025-07-25 10:46:43 UTC XXX followers, XX engagements
"4 🛡 Insurance Arms: BAGIC: GWP: 5202 cr (+9%) adj. for crop/govt health = +15% PAT: XXX cr (+15%) ROE: XXXX% Underwriting loss XXX cr higher acquisition costs for better biz. Solvency: XXX% 💪" @satyam_sa16 on X 2025-07-26 06:27:19 UTC XXX followers, X engagements
"3 ⚙ AI Supercharged Pipeline: XX% of pipeline now AI-led. AI deals pipeline up 2.2x since launch of Large deals pipeline: +40% QoQ +154% YoY. AI driving outcome-based self-funded transformation. #GenAI" @satyam_sa16 on X 2025-07-26 09:59:25 UTC XXX followers, XX engagements
"🔟 Key Watch: Risks & Guidance ⚠ Margin pressure if acquisitions accelerate. ⚠ High H2 FY25 base = tough comps. ⚠ Pharmacy-based franchising not as impactful yet. Guidance: Mid-teen revenue growth sticks for now. Margin cap at XX% reinvest excess for scale" @satyam_sa16 on X 2025-07-24 02:30:52 UTC XXX followers, XX engagements
"6 Capex & Innovation 🔬 🚀 New whey protein bar entry into functional protein snacks. 🍶 Pride of Cows: Greek yogurt high-protein paneer premium SKU push. 📦 XX% B2C focus expanding direct online & Q-commerce channels" @satyam_sa16 on X 2025-07-23 05:01:28 UTC XXX followers, XX engagements
"7 Big Picture IRFC wants every quarter better than the last. 📈 NIM improvement 📈 Diversification = new yields X% 📈 Backed by govt guarantees 📈 Refinancing big ticket loans lump sum disbursements #IRFC is evolving fast" @satyam_sa16 on X 2025-07-24 02:54:24 UTC XXX followers, XXX engagements
"9 Market Position 📊 Competes with JSW Coated Tata BlueScope APL Apollo Domestic pre-painted steel demand XXXX MT/year growing double digits Anti-dumping duties shield from cheap Chinese supply Zero single customer concentration X% of revenue" @satyam_sa16 on X 2025-07-24 07:28:30 UTC XXX followers, XX engagements
"6 Portfolio Mix: Balanced & Diversified 🏡 Home Loans: XXXX% 🏢 LAP: XXXX% (QoQ +30%) 🏭 Lease Rental Discounting: XXXX% (QoQ +29%) 🏗 Developer Financing: XXXX% (QoQ +32%) Good spread = lower risk concentration" @satyam_sa16 on X 2025-07-24 02:39:25 UTC XXX followers, XX engagements
"15 Nath Bio-Genes (India) Ltd. XX Nazara Technologies Ltd. XX NRB Bearings Ltd. XX Orient Cement Ltd. XX Protean e-Gov Technologies Ltd. XX Quess Corp Ltd. XX Sterling Tools Ltd. XX TVS Motor Company Ltd. XX Thermax Ltd. XX Thomas Cook (India) Ltd. XX Unichem Laboratories Ltd. XX Unimech Aerospace and Manufacturing Ltd. XX Utkarsh Small Finance Bank Ltd. XX VST Industries Ltd" @satyam_sa16 on X 2025-07-19 13:59:11 UTC XXX followers, XXX engagements
"4 Capacity & Capex: Growth Loaded 🏭 🔧 New plant at Ringas (35 Cr capex) H2 FY26 commissioning. Revenue potential: 6-7x investment (210-245 Cr). 🌞 E-beam facility boosts solar cables market share. 15000 sqm extra land secured for future capex" @satyam_sa16 on X 2025-07-24 07:06:43 UTC XXX followers, XX engagements
"3 📊 Headline Numbers: Total Income: 35451 cr (+13% YoY) Consolidated PAT: 2789 cr (+30% YoY) Record high PBT: +21% YoY Clear profit outperformance despite moderate topline" @satyam_sa16 on X 2025-07-26 06:27:18 UTC XXX followers, X engagements
"2 📊 Headline numbers: Revenue: XXX cr (+5% YoY) PAT: XXXX cr (+3% YoY) Cash Logistics: +8% YoY XXX cr Managed Services: +8% YoY XXX cr EBITDA: XXX cr (+3% YoY)" @satyam_sa16 on X 2025-07-25 10:46:43 UTC XXX followers, X engagements
"4 Whats Driving This 🚀 👉 Diversified portfolio 👉 Deep backward integration Displays camera modules precision parts 👉 Strong JVs Longcheer HKC QC India 👉 China+1 tailwind US OEMs shifting 👉 Solid export pipeline Mobiles & Lighting" @satyam_sa16 on X 2025-07-23 03:31:10 UTC XXX followers, XX engagements
"8 Key Watchouts ⚠ 📉 GM dip = accounting for lower WIP & FG inventory not structural says mgmt. 📊 Quarterly lumps expected long-cycle B2B CDMO. 💸 XX Mn GST hit this Q. 💹 Forex gain softer due to USD slide" @satyam_sa16 on X 2025-07-23 05:13:27 UTC XXX followers, XX engagements
"6 New Bets 🔍 Stainless wire: 10k tons FY26 ➡ 20k tons next year Aluminium: Targeting 250%+ growth in 2-3 yrs Foil + backward integration (fins) Iron ore mine (Maharashtra) + coal mining eyes open Second galvalume line doubles coating capacity" @satyam_sa16 on X 2025-07-24 03:37:01 UTC XXX followers, XX engagements
"🔑 Bottomline Thyrocare is doubling down on franchise scale affordability quality leadership & B2B partnerships. A clear moat in cost leadership + Six Sigma push + smart reinvestment discipline. One to watch in Indias evolving diagnostic market. 🔗 For more high-quality earnings & insights:" @satyam_sa16 on X 2025-07-24 02:30:53 UTC XXX followers, XX engagements
"8 Strategic Moves 🧩 Expanding into near-prime & affordable segments via new SBUs. 📈 More focus on LAP/LRD for better yields. 📡 Building reach in non-metros XXX branches XXX locations. ⚙ Investments will keep opex stable near 21%" @satyam_sa16 on X 2025-07-24 02:39:27 UTC XXX followers, XX engagements
"4 🏧 ATM channel under pressure: India ATM transactions dipped XX% Per ATM transactions dropped (12-14 range) AGS shutdowns = delays in ATM deployments Yet CMS gained share ATM cash market share up to 58-60%" @satyam_sa16 on X 2025-07-25 10:46:45 UTC XXX followers, XX engagements
"🔟 Takeaway Blue Jet is building a durable high-margin CDMO platform scaling capacity deepening chemistry expanding peptides and insulating margins via backward integration. Long-term runway looks solid despite quarterly noise. 🔗 More smart earnings call breakdowns ➡" @satyam_sa16 on X 2025-07-23 05:13:29 UTC XXX followers, XXX engagements
"12 Big Picture 🎯 Infosys is holding steady in a shaky macro: Enterprise AI bets paying off Large deals boost visibility Cash flows strong Macro fog = near-term cap but long-term AI pivot solid 🔗 More concalls: #StockMarketIndia #ITStocks #Infosys" @satyam_sa16 on X 2025-07-24 03:10:21 UTC XXX followers, XX engagements
"7 🗓 Guidance & Outlook: Cautious optimism for FY26 Agrochemicals: Inventory rationalisation mostly done recovery ahead Fluorochemicals: R467A launch = big long-term play R32 running at full capacity BOPP supply tight good for margins" @satyam_sa16 on X 2025-07-25 11:34:57 UTC XXX followers, X engagements
"5 🔭 FY26 Outlook: Sales: 240000 MT (NPK) & 115000 MT (SSP) FY26 Revenue: 1500 Cr (vs 1358 Cr) XX% capacity utilisation to continue till new plant kicks in by Mar 2026 #Guidance" @satyam_sa16 on X 2025-07-26 17:26:47 UTC XXX followers, X engagements
"9 🧩 Strategic Moves: Nepal JV beats XX% import duty rides CG Groups network Millet snack Va tests healthy snacking trend Retail: more own stores gift-focused Bikardi Bas: bakery play for e-comm Solar shift in plants sustainability angle" @satyam_sa16 on X 2025-07-26 06:32:30 UTC XXX followers, XX engagements
"7 Risks to Watch ⚠ OCF softness: Upfront costs distort short-term flow. 📉 Q1 sales dip: Mgmt says normal for high-ticket realty big spike at launch plateau mid-cycle. 📊 Goregaon saturation Mgmt dismisses concerns focus on integrated enviro + prudent land buys" @satyam_sa16 on X 2025-07-23 05:11:05 UTC XXX followers, XX engagements
"8 Competition & Industry 🏆 UBL winning share from big & small rivals. Notes peers like ABI focusing on economy brands + flat pricing confusing vs premiumization trend. Working with Brewers Association for tax rationalization big tailwind if it plays out" @satyam_sa16 on X 2025-07-24 07:23:50 UTC XXX followers, XX engagements
"7 📈 Balance sheet: Group EBITDA Q1: XXX cr (+6%) Net Debt/EBITDA trending down Cost of debt: XXXX% RBI cuts could help further FY25 PML OCF (ex-ISML): 1225 cr" @satyam_sa16 on X 2025-07-25 11:11:11 UTC XXX followers, XX engagements
"7 Risks & Watch Points ⚠ 📌 Raw milk prices: +18% YoY offset by pricing power 📌 Higher ad spend near-term EBITDA dip 📌 Interest cost up: XX Cr XX Cr in X years lease accounting impact" @satyam_sa16 on X 2025-07-23 05:01:29 UTC XXX followers, XX engagements
"🚨 Big Solar Story Unfolding Waaree Renewable Technologies just dropped a blockbuster Q1 200%+ profit growth record order book & green hydrogen pilot live Why this solar EPC play is in the sweet spot 🧵 #EarningsCall #IndianMarkets #RenewableEnergy" @satyam_sa16 on X 2025-07-19 05:43:36 UTC XXX followers, XX engagements
"9 🗝 Edge: 30-year legacy. Solid MSME backbone. Co-lending muscle new RBI norms seen as positive. Funding diversification: more NCDs ECB plans PTC to come" @satyam_sa16 on X 2025-07-25 10:59:32 UTC XXX followers, X engagements
"2 💡 Q1 Snapshot: AUM: 26524 Cr (+22% YoY record high) Disbursement: 1979 Cr (+32% YoY) PAT: XXX Cr (+19% YoY) NIM: XXX% GNPA: XXXX% (stable) Collection Efficiency: XX% #Q1Results" @satyam_sa16 on X 2025-07-26 10:05:12 UTC XXX followers, XX engagements
"2 💼 Management Mood: CFO Ramanjit Singh Kahani: All-time high quarterly PAT Shift to sustainable profitable growth esp. in insurance. No chasing topline blindly focus on policyholder value. Prudent on tenders" @satyam_sa16 on X 2025-07-26 06:27:17 UTC XXX followers, X engagements
"🏦 Bank of Baroda Q1 FY26 Print: Sales X% YoY Modest growth EBIDT X% YoY Margins under pressure Net profit XX% YoY Profitability hit EPS at XXXX vs XXXX Significant drop Low PE of XXX but can earnings revive ⚡ #BOB M.Cap XXXX Lakh Cr #BankofBaroda 🔗 More concalls & insights:" @satyam_sa16 on X 2025-07-25 13:08:29 UTC XXX followers, XXX engagements
"4 But Heres The Flip Side 🟢 ✔ Secured book = XX% of balance sheet grew X% in Q1. ✔ Strong GNPA control Gross NPA X% Net NPA 1%. ✔ Cost of deposits falling LCR solid at 171%. ✔ Strategic hiring done cost base stabilised" @satyam_sa16 on X 2025-07-23 04:52:04 UTC XXX followers, XX engagements
"1 SG Finserv Q1 FY26: Riding the MSME 🚀 Indias fast-growing MSME supply chain lender kicks off FY26 strong: ✅ XX% YoY AUM growth ✅ 50k cr disbursed in XX months ✅ Zero NPAs 👇 Heres your breakdown: #NBFC #MSME #EarningsCall" @satyam_sa16 on X 2025-07-24 03:17:12 UTC XXX followers, XX engagements
"7 🚜 Growth Drivers: ✅ Above-normal monsoon 🌧 ✅ Higher MSPs & PM-KISAN boost ✅ Farmers shifting to balanced NPK/NKS ✅ New value-added products: Batura SSP Anarata Super X Nano Urea #AgriTrends" @satyam_sa16 on X 2025-07-26 17:38:32 UTC XXX followers, X engagements
"9 📊 Competitive Edge: Mphasis bets on AI to win large sticky deals. Clients want ROI & speed AI + proprietary platforms deliver both. Management says: legacy IT fatigue = Mphasis gains share. #CompetitiveMoat" @satyam_sa16 on X 2025-07-26 09:59:30 UTC XXX followers, XX engagements
"4 🌏 Exports: XX% of sales mix. Domestic: 44%. 💼 Cash: 52cr Gross Debt: 122cr Net debt 100cr. #BalanceSheet" @satyam_sa16 on X 2025-07-26 07:56:45 UTC XXX followers, X engagements
"9 ⚙ Strategic Moves: Allianz stake buy full control of BAGIC & BALIC. BALIC 2.0: Profitable growth volume. Big digital push: App users X cr Bajaj Markets revamp ongoing" @satyam_sa16 on X 2025-07-26 06:27:22 UTC XXX followers, XX engagements
"7 Customer Tailwinds 🔥 ✅ Strong repeat orders new contracts. ✅ Long-cycle CDMO not generics. ✅ China+1 driving more RFPs. ✅ Heavy focus on backward integration = margin insulation" @satyam_sa16 on X 2025-07-23 05:13:27 UTC XXX followers, XX engagements
"1 🧵 Suryoday Small Finance Bank Q1 FY26 Back to Growth 📈🏦 Strong loan growth retail deposits boom digital push heres what the Q1 earnings call revealed. #SuryodaySFB #Banking #Q1Results" @satyam_sa16 on X 2025-07-26 07:17:38 UTC XXX followers, XX engagements
"9 Competitive Stance 📌 Management: Were not a pure-play MFI. We keep tight credit norms XX% secured / XX% unsecured mix long-term. Profitability first growth with discipline" @satyam_sa16 on X 2025-07-23 04:52:08 UTC XXX followers, XX engagements
"8 🏦 Margins may normalise: Q1 always softer (wage hikes provisions). Mgmt sees normalisation through FY26 as growth + productivity gains kick in. Medium term: 1314% services growth double-digit retail growth" @satyam_sa16 on X 2025-07-25 10:46:47 UTC XXX followers, X engagements
"7 💡 Management playbook: Minimum XX% credit growth for FY26 RAM XX% NIM floor: XXX% hoping for recovery in H2 CASA target: XX% by Mar26 1200 cr extra provisioning for two SMA-2 accounts (no slip risk) ✔" @satyam_sa16 on X 2025-07-25 10:43:33 UTC XXX followers, X engagements
"7 Capex & Capacity 🏭 FY26 Capex: 11501200 Cr New Mobile Campus (Noida) X million sq. ft. ready by Mar 2026 Fridge capacity: 1.2M 2M plan to hit 3M Washing machines: 3M 3.8M by Aug 2025 Display trials: Q4 FY26 mass prod Q1 FY27 QC India camera module: consolidation Q3 FY26" @satyam_sa16 on X 2025-07-23 03:31:12 UTC XXX followers, XX engagements
"9 Big Picture 🧩 Westlife is holding the fort: ✅ Profitable expanding margin ✅ Investing now for Vision 2027 ✅ Focused on value omni digital Macro still soft but momentum expected to build 📈" @satyam_sa16 on X 2025-07-24 03:21:17 UTC XXX followers, XX engagements
"🔟 Takeaway: Small Wins Smart Bets 🚀 Zensar is playing patient offense: ✅ Avoiding price wars ✅ Building AI muscle from within ✅ Cash-rich for smart M&A ✅ Consistent payout + prudent capital use Holding ground in tough weather. 🌦 🔗 Get all earnings 👉 #ZensarTech #Q1Results #IndiaIT #TechStocks" @satyam_sa16 on X 2025-07-24 06:57:55 UTC XXX followers, XX engagements
"5 ⚠ What Hurt: PAT down X% YoY Credit cost rose XX bps QoQ to XXX% Receivable growth revised down to 1012% (vs earlier 1214%) Industry-wide net card additions muted" @satyam_sa16 on X 2025-07-26 07:08:00 UTC XXX followers, XX engagements
"3 Revenue Snapshot 💰 +2.6% QoQ CC +3.8% YoY CC $3.8B Large Deals TCV ➡ XX% net new incl. $1B mega deal with global bank M&A helping with XX bps boost" @satyam_sa16 on X 2025-07-24 03:10:15 UTC XXX followers, XX engagements
"6 📌 Key Wins: X new MF mandates XX% win rate XXX corporates added in Issuer biz biggest ever XX new International clients Malaysia Singapore Philippines GIFT City. GIFT City share jumps to XX% with Ascent" @satyam_sa16 on X 2025-07-26 06:58:26 UTC XXX followers, XX engagements
"3 Whats Launching 🚀 📍 Goregaon (Gura): Demolition done approvals in Launch Q3 FY26. 📍 Borivali: Target Q3 FY26 launch. 📍 N.P. Road (Pedro): Q4 FY26. 📍 South Mumbai: Tardeo + Parel redevelopment FY26. 🏢 Occupancy: Borivali & Commerce X XXX% by year-end" @satyam_sa16 on X 2025-07-23 05:11:02 UTC XXX followers, XX engagements
"7 Competitive Angle 🧵 Europe: Overcapacity but peers in financial distress = CIE wants to be the last man standing. India: Local to local limits push to export more but keeps them nimble on tariffs. Winning play: Tech-heavy complex parts vs commodity parts. #AutoComponents #Manufacturing" @satyam_sa16 on X 2025-07-23 03:06:54 UTC XXX followers, XX engagements
"4 ⚠ German GMBB bombshell: One-time loss of XXXXX cr for GMBB insolvency Zero recovery expected Strategic call: cut losses in Europe redeploy focus & capital to India" @satyam_sa16 on X 2025-07-25 10:34:08 UTC XXX followers, X engagements
"9 Risks & Red Flags 🚩 EPC lumpy: Down XX% YoY (Gambia base effect) Minor transcript mismatches: Domestic institutional cables & cash figures look inconsistent need clarification US tariff uncertainty for exports but current exposure low Competition rising but approvals act as entry barrier" @satyam_sa16 on X 2025-07-24 07:02:36 UTC XXX followers, XX engagements
"6 Margins Expansion Mode 📈 Mobile margins to expand 120150 bps in FY27 even post-PLI. Camera module: XXXX% now XXXX% soon Displays + mechanical: double-digit margins expected Big bet scale + integration profit kicker" @satyam_sa16 on X 2025-07-23 03:31:12 UTC XXX followers, XX engagements
"5 📈 FY26 Outlook: Expect XXX Cr quarterly run rate New Doule plant: ops by Sept 2026 Capacity: XXX lakh MT NPK/DAP 99k MT phosphoric acid XXXX lakh MT sulphuric acid New plant ramp: XX% FY27 XX% FY28 #Growth" @satyam_sa16 on X 2025-07-26 17:35:02 UTC XXX followers, X engagements
"6 💡 AI at Core: XX AI projects launched X completed AI in underwriting fraud detection ops HR treasury Digital app disbursals up 10x in X months Digital marketing scaled 5x using AI MarTech #FinTech" @satyam_sa16 on X 2025-07-26 09:15:23 UTC XXX followers, XX engagements
"🔟 ✅ Big Picture: Rallis is well-placed for a healthy FY26 with: Strong Kharif momentum New products hitting the ground Cost efficiencies tracking ahead Debt-free balance sheet Cautious optimism steady growth story. 🔗 More earnings insights: #stocks #TataGroup #Earnings" @satyam_sa16 on X 2025-07-26 17:49:19 UTC XXX followers, X engagements
"🔟 🛡 Moat: Largest registrar by a mile MF: XXXX% AUM mkt share XX% SIP mkt share Issuer: XX% of Nifty mcap NPS: Growing 2x industry pace Full-stack multi-asset multi-market" @satyam_sa16 on X 2025-07-26 06:58:28 UTC XXX followers, XX engagements
"6 🏠 Residential steady: Gross sales: XXX cr ASP: 27000/sq ft (premium segment) Bulk of sales to be booked in coming quarters" @satyam_sa16 on X 2025-07-25 11:11:11 UTC XXX followers, XX engagements
"1 E2E Networks Q1 FY26: Heavy Lifting for AI 🧵 A tough quarter on paper: revenue down net loss reported. But management stays optimistic betting big on Indias AI cloud push & massive GPU ramp-up. Heres the full breakdown: #E2ENetworks #E2E" @satyam_sa16 on X 2025-07-23 03:16:37 UTC XXX followers, XXX engagements
"8 Strategic Push 🧩 ✅ X new value-added launches ✅ Pharmacy channel: XX cities ✅ Vending machines: 5000 deployed ✅ Cup noodles pilot line ✅ Brand build: Sachin endorses Organic India" @satyam_sa16 on X 2025-07-24 03:25:25 UTC XXX followers, XX engagements
"5 Why The Loss 🧐 Chennai delays high OPEX no revenue yet. New teams & enterprise sales ramp-up added fixed cost. Software licensing: No major revenue this year push to next FY. Transitional pain = short-term hit for long-term growth. #Growth #CloudInfra" @satyam_sa16 on X 2025-07-23 03:16:40 UTC XXX followers, XXX engagements
"🔟 Bottom Line 🧾 Bandhan Bank knows its EV challenges. But: ✅ Secured book scaling up fast ✅ Retail term deposits strong ✅ Digital + Govt services = new moats ✅ Q1 profit sequentially better. H2 FY26 will be the real test for the turnaround" @satyam_sa16 on X 2025-07-19 12:53:23 UTC XXX followers, XXX engagements
"6 Strategic Thane Bet 🏙 Next phase: school mall hotel then residential. Vision: make Thane second Goregaon commanding 20-30% price premium vs local market" @satyam_sa16 on X 2025-07-23 05:11:04 UTC XXX followers, XX engagements
"9 Investor Lens 👀 Parag is no longer just dairy. Its transforming into a health-focused FMCG brand with cheese ghee whey & premium milk all driving margin accretion. Short-term: brand investments hit margin Medium-term: higher ROC better valuation" @satyam_sa16 on X 2025-07-23 05:01:30 UTC XXX followers, XX engagements
"2 💬 Mgmt Commentary: Deputy MD & Director see Q1 FY26 as resilient despite YoY dip. Big message: Core brand strong advertiser trust steady base effect behind Q2 onwards to look better. Macro India story = tailwind" @satyam_sa16 on X 2025-07-16 18:28:19 UTC XXX followers, XX engagements
"8 📉 What to watch: CV book still volatile disbursements slowed. FMCG segment weak. Management cautious: "tough time" "not fully visible improvement yet." But stress stabilised recovery brewing" @satyam_sa16 on X 2025-07-25 10:59:31 UTC XXX followers, X engagements
"6 Sustainability Focus 🌱 🔆 Solar power commissioned XX% renewable share in FY26. 📉 Emission intensity dropped from XXXX to XXXX tCO2e/MT bloom production in Q1. ♻ Green energy a key pillar of their roadmap" @satyam_sa16 on X 2025-07-23 05:32:09 UTC XXX followers, XX engagements
"7 🔍 Capex & M&A: FY26 capex revised to 250300 cr ( from 300325 cr) Bought Secur Systems (IoT remote monitoring) for XX cr expands vision AI stack cross-sells adds clients" @satyam_sa16 on X 2025-07-25 10:46:46 UTC XXX followers, XX engagements
"4 Whats the Stress ⚠ Real estate moderation industry disbursals flat. ⚠ Aggressive pricing: competitors lending at 7.3%-7.35% vs BHFLs XXXX% floor. ⚠ Higher attrition from refinancing. ⚠ Rate cut transmission + softer demand squeeze yields" @satyam_sa16 on X 2025-07-24 02:39:24 UTC XXX followers, XX engagements
"8 ⚠ Risks & Red Flags: EMEA revenue down XX% QoQ (one large global customer ramp-down) DSO jumped X days to XX temporary delay now resolved High ETR in Q1 expected to ease Overall trend: stable. #Risks" @satyam_sa16 on X 2025-07-26 09:59:29 UTC XXX followers, X engagements
"9 ⚠ Watch-outs: Finland stays a weak link for now Member addition pace to stay modest near-term Inventory dip short-term but strategic clean-up" @satyam_sa16 on X 2025-07-25 11:02:52 UTC XXX followers, XX engagements
"✅ Investor Takeaway: Bajaj Finserv is pivoting smart: all-time high profits insurance margin discipline lending solid digital tweaks underway. Sustainable growth blind expansion. Stake buy + digital = long-term unlock. 🔗 More concalls: #Financials #Insurance #NBFC #Investing" @satyam_sa16 on X 2025-07-26 06:27:24 UTC XXX followers, XX engagements
"🔟 🔑 Big Picture: Record TCV AI-led pipeline and disciplined margins = positive signal. Expect strong H2 as large deals convert to revenue. One for serious #TechInvestors to watch. 🔗 For more crisp concall breakups 👉 #Investing #Earnings #Tech #India #Mphasis #Stocks #AI" @satyam_sa16 on X 2025-07-26 09:59:31 UTC XXX followers, XX engagements
"8 📊 Big picture guidance: ISML: from X mn sq ft in 2017 XX mn sq ft by 2030 Retail: Brand mix & premiumisation = higher yields Offices: Huge ramp as occupancy fills up New malls: Kolkata Surat Thane Kohima Chandigarh coming by 2030" @satyam_sa16 on X 2025-07-25 11:11:12 UTC XXX followers, XX engagements
"9 Sustainability Angle 🌱 XX% energy from wind/solar. Focus on carbon sequestration. Partnerships + innovation core to growth" @satyam_sa16 on X 2025-07-23 05:13:28 UTC XXX followers, XX engagements
"29 Indian Oil Corporation Ltd. XX Ion Exchange (India) Ltd. XX JBM Auto Ltd. XX JK Lakshmi Cement Ltd. XX JTL Industries Ltd. XX Jaiprakash Power Ventures Ltd. XX Jamna Auto Industries Ltd. XX KSB Ltd. XX Kaynes Technology India Ltd. XX Kewal Kiran Clothing Ltd. XX Kirloskar Oil Engines Ltd. XX Lloyds Engineering Works Ltd. XX Network XX Media & Investments Ltd. XX Premier Energies Ltd. XX Railtel Corporation Of India Ltd. XX Rain Industries Ltd" @satyam_sa16 on X 2025-07-19 13:55:03 UTC XXX followers, 1424 engagements
"1 Manakia Coated Metals Q1 FY26: Exports Boom Margins Climb Capex On Track ⚙🌏 A breakout quarter for this niche coated steel player: XX% revenue growth XXX% PBT surge XXX% net profit jump Exports at record XX% of revenue Key insights 🧵👇 #Steel #Exports #Q1FY26" @satyam_sa16 on X 2025-07-24 07:28:25 UTC XXX followers, XX engagements
"1 Mahindra Finance Q1 FY26 🧵 Muted start cautious optimism ahead. Strong tractor lending tech upgrade & mortgage turnaround stand out. Will MFSL ride the rural tailwinds into H2 Lets break it down: #MahindraFinance #MFSL" @satyam_sa16 on X 2025-07-23 04:54:42 UTC XXX followers, XX engagements
"3 Protein Push 🥤 ✅ New-age biz: X% of sales (vs X% LY) ✅ Avdar: Whey protein brand scaled 8x in X years ✅ Pride of Cows: +36% value growth 📊 Sports nutrition: Parag is Indias only integrated whey protein manufacturer" @satyam_sa16 on X 2025-07-23 05:01:26 UTC XXX followers, XX engagements
"1 🧵 KFin Technologies Q1 FY26 Indias largest registrar gets bigger Mutual Funds 🔼 Issuer Solutions 🔼 Global bets 🔼 Yield dip but margin solid. Big tech push + Ascent bet. Dive in: 👇 #KFinTech #MF #Fintech #Q1Results" @satyam_sa16 on X 2025-07-26 06:58:23 UTC XXX followers, XX engagements
"8 Strategic Updates 🧵 ✅ Liquidity of Bill Forge Precision done ✅ New biz dev head onboard ✅ Focus: Order book recovery (6 bn new orders in H1) ✅ Wait & watch on global macro staying agile ✅ 7580% capacity use in India room to ramp #Strategy #Execution" @satyam_sa16 on X 2025-07-23 03:06:55 UTC XXX followers, XX engagements
"3 Segment Snapshot 🔍 🧪 PI API: +8.2% QoQ. Cardiovascular intermediates scaling under LT contracts. 🔬 Contrast Media: Slight dip (3.9%) due to phasing. New iodinated intermediate now commercial ramping up in Q2. 🍭 High-Intensity Sweeteners: Big XXXX% QoQ bounce ASPs stabilising" @satyam_sa16 on X 2025-07-23 05:13:24 UTC XXX followers, XX engagements
"9 ⚠ Key Red Flags: Soda ash oversupply structural & sticky US expansion paused = capex discipline but growth deferred 75cr tax refund flattered Q1 PAT #Risks" @satyam_sa16 on X 2025-07-26 09:08:00 UTC XXX followers, XX engagements
"7 💡 Resilient Asset Quality: GNPA stable at XXXX% Stage X balances 128cr QoQ Flow metrics (30+ DPD) improving for X straight quarters Strong portfolio controls + account aggregator data = tighter checks" @satyam_sa16 on X 2025-07-26 07:08:01 UTC XXX followers, XX engagements
"5 Balance Sheet 💪 Net Debt: 1246 Cr Net Debt / EBITDA: 0.54x among the strongest in sector. Finance cost halved YoY. Healthy cash position = ready to bid for ports rail logistics assets. #Infra #DebtFree #GrowthCapex" @satyam_sa16 on X 2025-07-22 19:32:33 UTC XXX followers, XX engagements
"6 🔑 Why So Cautious Macro headwinds: GDP guidance cut global uncertainty ECL model refresh = higher provisioning Careful underwriting: quality volume Focus: protecting asset quality & yield" @satyam_sa16 on X 2025-07-26 07:08:01 UTC XXX followers, XX engagements
"2 🚀 Big headline: Phoenix to acquire XXX% stake in Island Star Mall Developers Pvt Ltd (ISML) from CPP Investments. Strengthens control over high-performing malls & offices No more minority leakages All cash flows now consolidated ✅" @satyam_sa16 on X 2025-07-25 11:11:08 UTC XXX followers, XX engagements
"3 💡 ISML numbers: FY25 EBITDA: XXX cr Cash flow: 9x jump since FY17 Net Debt/EBITDA: Just 1x Operating FCF: XXX cr Phoenix expects massive EBITDA ramp as offices lease up" @satyam_sa16 on X 2025-07-25 11:11:08 UTC XXX followers, XX engagements
"1 🔬 Tatwa Chintan Pharmas Q1 FY26 is out: cautious optimism steady growth big R&D bets semiconductors and a clear runway for H2. Heres the full picture investors should track 👇 #EarningsCall #IndianMarkets #Q1Results" @satyam_sa16 on X 2025-07-25 10:20:11 UTC XXX followers, XX engagements
"6 Risks & Watch Points ⚠ Geopolitics & US tariffs on Sri Lanka exports CAMSO faces XX% tariff (vs. XX% earlier). Talks on. CAMSOs revenue run rate dropped: $213M CY23 $150M now. Intl. realisation lower due to tariffs & one-time private label deal" @satyam_sa16 on X 2025-07-19 13:15:01 UTC XXX followers, XX engagements
"🔟 📌 Big Picture: Schaeffler India is executing well steady growth FCF boost capacity ramp export momentum & EV pivot. Parents big capex bet reaffirms India as a key hub. Long-term roadmap looks strong. 🔗 For more crisp earnings breakdowns 👉 #AutoComponents #EV #Investing #IndiaGrowth #LongTermView" @satyam_sa16 on X 2025-07-26 09:50:19 UTC XXX followers, XX engagements
"7 Key Strengths: Integration & Utilization ⚙ Best-in-class pig iron utilization (120%+) Fuel efficiency very very good vs peers Disciplined re-invest & dividend track since IPO (Jun 21)" @satyam_sa16 on X 2025-07-24 03:37:02 UTC XXX followers, XX engagements
"7 🔑 Drivers: 5400-5500 cr order book 35-40% auto 25-27% industrial. New PCB JV: Domestic $5bn market XX% imported huge import substitution play. New products: Fuel index auto airbags smart metering" @satyam_sa16 on X 2025-07-26 06:21:35 UTC XXX followers, XX engagements
"6 Capex & Expansion 🏭 New greenfield brewery in UP ops by Q1 FY27 AP brewery to roll out Kingfisher this month Cooler push: More coolers in X months than last X years combined Premium brand localization: X plants live X more coming Capex rising to high single-digit % of revenue" @satyam_sa16 on X 2025-07-24 07:23:49 UTC XXX followers, XX engagements
"8 Red Flags 🚩 EBIT slide despite revenue growth. CP Italy losses continue. Delays in Vshapes roll-out + lost old customers. GST benefit expiry adds cost. No clear EBITDA/revenue guidance. Execution risk = high" @satyam_sa16 on X 2025-07-23 03:20:41 UTC XXX followers, XX engagements
"8 💡 Product Edge: Launched K tokenization infra for MFs & brokers Iris multi-asset CRM for advisors Empower wealth platform goes live integrated with Aladdin (BlackRock) Finex replatforming better security scale" @satyam_sa16 on X 2025-07-26 06:58:27 UTC XXX followers, XX engagements
"9 What To Watch ⚠ 🌍 Geopolitical blip in May two-week impact 📉 Minor ambiguity in FY25 margin references needs clarity 📌 But luxury market supply gap + brand moat = resilient earnings power" @satyam_sa16 on X 2025-07-23 05:06:08 UTC XXX followers, XX engagements
"7 International Moves 🌏 Mark Print & Codiology: Small but profitable. Add digital printing + automation tech to core business. New Middle East subsidiary to chase niche industrial segments. Diversification mode ON" @satyam_sa16 on X 2025-07-23 03:20:40 UTC XXX followers, XX engagements