@selvaprathee Avatar @selvaprathee Investors Compass

Investors Compass posts on X about india, growth, strong, sector the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 40.95% countries 29.52% stocks 6.67% technology brands 2.86% social networks 0.95% currencies 0.95% automotive brands 0.95%

Social topic influence india 28.57%, growth #1184, strong 18.1%, sector #1015, stocks #1231, money 10.48%, market 9.52%, in the 9.52%, core 8.57%, fund 7.62%

Top accounts mentioned or mentioned by @dhawaldoshi5 @sharmaaniket03 @gargaditya @rohantantia @mf360ww @baateinstockki @stockskibaat @breakoutchart__ @gingerinvest44 @akash17971 @investorsr33 @adityahujband @thealpha10x @swingblaster @sidnayak7 @onewhoneversell @khushinvest @viralbshah @capitalconcept @manjeejerthi

Top assets mentioned GE Vernova Inc. (GEV)

Top Social Posts

Top posts by engagements in the last [--] hours

"India's Hospital & Healthcare Services Sector: Future Outlook [--] Healthcare Demand Surge Aging population + rising lifestyle diseases = consistent demand growth. Rising income levels further fuel healthcare spending. ➡ A multi-year growth cycle ahead but execution in scaling efficiently is key. [--] Structural Demand Boom Ahead Indias population over [--] to double by [----] Diabetes cardiac cancer cases rising every year Rising disposable income = private healthcare boom Implication: ➡ Multi-decade volume + value play. ➡ But execution infra scalability and cash generation will separate leaders from"
X Link 2025-08-04T02:31Z 20.7K followers, 232.8K engagements

"Acutaas Chemicals Roadmap Execution Tracker - A rare case where every growth engine has a dated trigger: [--] CDMO (3 projects) 🗣 Commercialized by end of this financial year revenue from H2 FY26. FY26-end = go live H2 FY26 = monetisation begins [--] Battery Chemicals 🗣 Production will commence in Q4 FY26. 🗣 Shipments start by end of this FY revenue in Q4 FY26. Q4 FY26 = production + revenue start FY27 = first full-scale operating year [--] New Battery Additives 🗣 Infrastructure this year new products start producing from next financial year. FY27 = commissioning + production start [--] Semiconductor"
X Link 2025-11-27T18:34Z 20.7K followers, 98.8K engagements

"JSW Energy Quiet Execution Bold Vision July Update - JSW Energy is scripting a renewable first transformation story. Heres what smart investors should know from their July [----] update [--] Q1 FY26: New Capacity Commissioned [---] MW RE added (189 MW solar + [--] MW wind) Total cumulative addition in Q1: [---] GW (organic + inorganic) [--] Installed Capacity ➡ Now at [----] GW ➡ Renewables form 56% of total Wind: [----] MW Solar: [----] MW Hydro: [----] MW [--] Locked-in Growth Pipeline [----] GW under construction (across thermal wind solar hydro) [---] GW in pipeline ➡ Total secured generation capacity: [----] GW 4"
X Link 2025-07-07T09:37Z 20.7K followers, 108.3K engagements

"Eternal (Zomato) - Wealth Creator or Destroyer - Retail View: P/E 1059x ROE 1.7% margins wafer-thin Bubble stay away - Forward Lens: Earnings set to grow 15x & margins double story flips in [--] months - Will Eternal turn into a Wealth Creator for patient long investors or remain a Wealth Destroyer for short term chasers Lets see [--] Blinkit = Growth Engine GOV: +140% YoY (total order value) NOV: +127% YoY +25% QoQ (value after discounts) Dark Stores: 1500+ potential to double to [----] 5% growth from new areas existing cities driving demand Mature stores profitable new Tier-2/3 stores still"
X Link 2025-09-11T12:08Z 20.7K followers, 241.1K engagements

"Top Stocks Bought Sold by Mutual Funds - December [----] Smart Money Tracker ✦ Top Buys (Largecaps) Adani Green Energy Lodha Developers InterGlobe Aviation Tata Capital Shriram Finance ✦ Top Buys (Midcaps) Bank of Maharashtra Bajaj Housing Finance Swiggy Patanjali Foods JSW Energy ✦ Top Buys (Smallcaps) Belrise Industries Privi Specialty Chemicals Inox Green Energy Services Entero Healthcare Solutions Fusion Finance ✦ Top Sells (Largecaps) LTIMindtree Indian Railway Finance Corporation Vedanta Hindustan Zinc Siemens ✦ Top Sells (Midcaps) Indian Renewable Energy Development Agency Kaynes"
X Link 2026-01-14T15:37Z 20.7K followers, 43.9K engagements

"Senores Pharma Execution Radar Whats Working What Still Needs Delivery - Heres a clean breakdown of what is already visible vs what management says is still pending [--] Growth & Profitability ✅ Working Revenue +64% YoY PAT +85% YoY EBITDA margin 30.9% (+360 bps YoY) ➡ Operating leverage is clearly kicking in. ➡ Not a one-off 9M FY26 numbers already support this trend. [--] Guidance Credibility ✅ Working FY26 guidance reiterated 50% topline growth 100% PAT growth vs FY25 ➡ Management confidence is backed by execution not commentary. ⚠ Whats pending: FY27 numerical guidance explicitly deferred"
X Link 2026-01-30T05:59Z 20.7K followers, 12.3K engagements

"Transrail Lighting - receives [----] Cr worth new domestic orders FY26 inflows now cross [----] Cr [----] Cr new orders secured Primarily Domestic T&D Major chunk [---] kV Transmission Lines Plus Civil + Poles & Lighting wins L1 position: 800+ Cr Healthy bidding pipeline - domestic + international. Management Commentary Strong demand visibility in [---] kV transmission Competitive positioning intact Focus remains on execution discipline Clear emphasis on delivering strong margins No Buy/Sell Recommendation #StocksInFocus #StocksToWatch #Transrail 🚈Transrail Lighting Limited - A Detailed Analysis -"
X Link 2026-02-13T03:49Z 20.7K followers, [----] engagements

"Quality & Kwality And yes quality stocks are always worthy to track"
X Link 2026-02-16T09:26Z 20.7K followers, [----] engagements

"🏗Interarch Building Products - A Detailed Analysis Interarch is a market leader in Pre-Engineered Buildings (PEB) in India. With strong financials strategic partnerships and aggressive capacity expansion it is well-positioned to double revenue (2X) in the next 3-4 years 📌 Current Price: [----] 📊 52-Week High / Low: [----] / [----] 💰 Market Cap: [----] Cr 🧵 #Interarch #StockMarketIndia #StocksToWatch #StocksToFocus"
X Link 2025-02-17T16:51Z 20.7K followers, 76.2K engagements

"🏥Senores Pharmaceuticals Ltd - A Detailed Analysis -Senores Pharma is a research driven pharmaceutical company with a strong presence in regulated and emerging markets. -With robust financial performance and aggressive product pipeline expansion it is on track to double its revenue in the next two years. 📌 Current Price: [---] 📊 52-Week High / Low: [---] / [---] 💰 Market Cap: [----] Cr Data credit : Sovrenn #StocksInFocus #StocksToWatch #Senores"
X Link 2025-02-23T18:41Z 20.7K followers, 140.7K engagements

"7 Motilal Oswal Midcap Fund 🔹Kaynes Technology India Ltd. ➡ Fresh Entry: [------] Cr 🔹Aditya Birla Capital Ltd. ➡ Fresh Entry: [------] Cr 🔹Coforge Ltd. ➡ +12.5% 🔹Kei Industries Ltd. ➡ +33.7% 🔹Persistent Systems Ltd. ➡ +7.2% [--] Edelweiss Mid Cap Fund 🔹Vishal Mega Mart Ltd. ➡ +110.0% 🔹Persistent Systems Ltd. ➡ +23.7% 🔹Multi Commodity Exchange Of India Ltd. ➡ +35.5% 🔹PNB Housing Finance Ltd. ➡ Fresh Entry: [-----] Cr 🔹City Union Bank Ltd. ➡ +74.2% [--] HDFC Mid-Cap Opportunities Fund 🔹Vishal Mega Mart Ltd. ➡ +72.3% 🔹Glenmark Pharmaceuticals Ltd. ➡ +45.5% 🔹AU Small Finance Bank Ltd. ➡ +22.4%"
X Link 2025-07-12T16:20Z 20.7K followers, [----] engagements

"4 Quant Small Cap Fund 🔹Gland Pharma Ltd. ➡+100.8% 🔹Suven Life Sciences Ltd. ➡Fresh Entry: [------] Cr 🔹Poly Medicure Ltd. ➡+7.6% 🔹Anand Rathi Wealth Ltd. ➡+5.6% 🔹JM Financial Ltd. ➡+12.5% [--] Nippon India Small Cap Fund 🔹ITC Ltd. ➡Fresh Entry: [------] Cr 🔹BlueStone Jewellery & Lifestyle Ltd. ➡Fresh Entry: [------] Cr 🔹Clean Science and Technology Ltd. ➡+490.8% 🔹JSW Cement Ltd. ➡Fresh Entry: [------] Cr 🔹HCL Technologies Ltd. ➡Fresh Entry: [------] Cr [--] Tata Small Cap Fund 🔹Godrej Industries Ltd. ➡+10.9% 🔹Sudarshan Chemical Industries Ltd. ➡+4.2% 🔹Network People Services Technologies Ltd."
X Link 2025-09-18T15:48Z 20.7K followers, [----] engagements

"Top Stocks Bought Sold by Mutual Funds November [----] Smart Money Tracker - Lets see what smart money added vs trimmed during the drawdown Top Buys (Largecaps) Godrej Consumer Products Mankind Pharma DLF Tech Mahindra Eternal Top Buys (Midcaps) Tata Elxsi Container Corporation of India Mphasis General Insurance Corporation of India BSE Top Buys (Smallcaps) ASK Automotive Gujarat Mineral Development Corporation Sagility Tega Industries Cemindia Projects Top Sells (Largecaps) Siemens Energy India Adani Enterprises Lodha Developers Bajaj Housing Finance Tata Consumer Products Top Sells (Midcaps)"
X Link 2025-12-15T09:06Z 20.7K followers, 57.9K engagements

"Astra Microwave [---] Cr Defence Order Win Explained - Astra Microwaves JV Astra Rafael Comsys secures a [------] Cr order from the Indian Air Force Whats in the Order SDR integration on MiG-29 Network Centric Application (NCO) installation on MiG-29 [--] SDRs for LCA Mk-1A Value: [------] Cr (incl. taxes) Execution timeline: Within [--] months Why SDR Matters SDR (Software Defined Radio) enables secure voice + data communication Backbone of network centric warfare - aircraft operate as connected nodes Encrypted anti jamming & software upgradable systems Allows real-time data sharing between fighters"
X Link 2026-01-08T14:55Z 20.7K followers, 10.8K engagements

"Two Insulator stocks To study - Two names to study (recent buzz) [--] Yash Highvoltage - Promoter buying spree [--] Modern Insulator - Excellent Export Data [--] Yash Highvoltage Business focus: Transformer bushings OIP today RIP / RIS (up to [---] kV) next phase High entry barriers approvals & reliability over pricing What to study: Greenfield plant ramp-up (trial commercial H2 FY27) Capacity discipline vs order inflow (sellers market dynamics) Export unlock post RIP localisation & approval cycle Margin expansion post FY27 from localisation + higher export mix Any red flags are there [--] Modern"
X Link 2026-01-11T14:18Z 20.7K followers, 22.3K engagements

"TCS & HCL Tech Concall Connecting the Dots on the Next IT Cycle Both concalls told the same story. The old IT cycle is still slow discretionary spending hasnt fully come back. But a new cycle is clearly taking shape. Clients are no longer talking about AI. They are spending on it. Large deals are being signed pipelines are strong and AI led projects are moving from pilots to scaled ROI-backed deployments. Thats where confidence is coming from not from one good quarter Margins are holding up despite wage hikes because productivity and cost discipline are doing the heavy lifting. Manufacturing"
X Link 2026-01-13T05:45Z 20.7K followers, [----] engagements

"HTLS ReConductoring Simple but Important Shift Universal Cables signed a manufacturing agreement with TS Conductor (USA) for Manufacture & sale of HTLS conductors in India (Satna plant) Transrail Lighting has also added HTLS reconductoring capability in India (Today's update) - HTLS allows [--] to 3x higher power transfer on existing lines without new towers critical for renewable evacuation & urban grid upgrades. ➡ Quiet but structural fundamental trigger in Indias transmission capex story. No Buy/Sell Recommendation #StocksInFocus #StocksToWatch #Transrail #Universalcable Transrail Wins [---] Cr"
X Link 2026-01-14T13:57Z 20.7K followers, [----] engagements

"Apollo Micro Systems - Big Capacity + Capability Expansion - Structural Defence Manufacturing Trigger [---] Cr Capex announced for new Electronics & Electro Mechanical manufacturing facility Land acquired - [-----] sq. meters at TSIIC Hardware Park Phase II Hyderabad Facility investment [---] Cr What will be manufactured assembled integrated & tested - Weapon system platforms like Grad rockets Anti-submarine warfare rockets Anti-tank mines Artillery munitions & allied systems Why this matters Moves AMS beyond electronics into full weapon system integration & testing Positions AMS as a Tier-I ODM +"
X Link 2026-01-19T19:33Z 20.7K followers, 11.3K engagements

"Past few days health hasnt been great. Taking it slow and prioritising recovery. Will be back in a day or two"
X Link 2026-01-24T23:38Z 20.7K followers, [----] engagements

"Godawari Power & Ispat Ltd (GPIL) - Ari Dongri Iron Ore Mine Expansion (2.35 ➝ [--] MTPA) Environmental Clearance Received Environmental Clearance RECEIVED Ari Dongri Iron Ore Mine expansion approved What changed Mining capacity approved from [----] MTPA ➝ [---] MTPA Mining lease area expanded [------] Ha ➝ [------] Ha Clearance granted by SEIAA Chhattisgarh on [--] Jan [----] - Regulatory execution delivered. - Captive resource expansion now locked in next phase is ramp-up + operating leverage. #StocksInFocus #StocksToWatch #GPIL Godawari Power & Ispat (GPIL) Ready for Rerating in FY26 - From commodity"
X Link 2026-01-31T16:46Z 20.7K followers, 16.2K engagements

"MTAR Technologies - High Growth Execution Blueprint 23% margins 50% growth visibility Multi engine scale up [--] Q3FY26 - What Changed on the Ground Record execution led by Clean Energy ramp-up Strong operating leverage kicked in as volumes scaled Aerospace + Nuclear growth engines built over years are now delivering Result: 23% EBITDA margin - highest ever for the company ➡ Management tone: This is not a one-off. Execution improves QoQ. [--] FY26 Revenue Guidance - [---] Cr+ Is On Track Q3 execution: [---] Cr Q4 expectation: [---] Cr+ FY26 target: [---] Cr+ topline - management confident ➡ Management"
X Link 2026-02-01T10:56Z 20.7K followers, 20.7K engagements

"Transrail Lighting Earnings Sustainability Growth Visibility & Global Positioning Q3 & 9M FY26 Key Insights & Takeaways [--] The Big Question Everyone Asked Q: Is this Q3 surge real or just a one-off Managements answer (clear & repeated across platforms): ➡ This growth is not accidental. It is designed. EBITDA margin guidance of [----] to 12% has remained unchanged since IPO Sustainability driven by: - Strong order book - High quality order intake - Strict risk matrix while bidding ➡ Key message: Margins are structural not opportunistic. [--] Why Margins Are Holding (Even at Scale) This is where"
X Link 2026-02-05T15:51Z 20.7K followers, 18K engagements

"🏗 Apollo Micro Systems Ltd - A Detailed Analysis -Apollo Micro Systems (AMS) is a defense electronics leader specializing in electronic electromechanical and engineering design offering end-to-end solutions in Aerospace Defense Space & Homeland Security through design manufacturing and testing. -With strong financials a growing order book and expansion plans AMS is targeting 45-50% annual growth aiming to 2X revenues in [--] years. 📌 Founded: [----] Expertise: 40+ years 💰 Market Cap: [----] Cr 📊 52W High/Low: [---] / [--] 💸 CMP: [---] Data credit : Sovrenn #StocksToWatch #Apollomicro"
X Link 2025-02-28T12:47Z 20.7K followers, 255.3K engagements

"CDMO: Where Molecules Margins & Multibaggers Meet - FY25 PAT 2x across leaders - Margins up to +1200 bps - [----] Cr+ capex for GLP-1s peptides radiopharma - Global pharma outsources. India compounds. Heres a breakdown of Indias top CDMO plays - growth capex molecule pipelines & re-rating triggers fueling the next pharma wave. [--] Laurus Labs (609 FY27 EPS 91.4) 🔹FY25 PAT 211% margin [---] bps 🔹CDMO revenue share rising QoQ 🔹Merck contract to go live FY26 🔹FY27 CDMO revenue CAGR guided at 27% 🔹Capex: [----] Cr+ (CDMO-led) 🔹Near-term ROCE dip long-term scale visibility [--] Blue Jet Healthcare ("
X Link 2025-05-31T10:19Z 20.7K followers, 287.7K engagements

"Jeena Sikho Lifecare - What the Market Still Needs to See for a Further Rerating - Management highlights volume led growth capital light expansion and margin stability. - With [--] to 4L capex per bed 35% breakeven occupancy [--] month payback and 45% EBITDA margins unit economics are attractive. For a further re-rating the market is watching execution on the following: Sustained EBITDA margins (42 to 45%) as new hospitals and clinics ramp Occupancy ramp-up of 475+ beds under development supporting ROCE scalability Continued growth in IPD OPD Day Care and video consultations as guided by management"
X Link 2026-02-09T10:11Z 20.7K followers, [----] engagements

"🚀 NMDCs Big Expansion Plan for [-----] Cr for MT Capex ⛏ [-----] Cr+ Capex to double production to [---] MIllion Tonnes by [----] #MegaCapex 🤝 Exploring partnerships for expansion leveraging private sector expertise. 💸 Shared capital investment & long-term operational efficiencies. 🔧 Focus on mine expansion & new tech adoption Strengthening India's steel & mineral sector #stockmarketcrash #StocksInFocus #StockstoWatch #Capex #indianstockmarket #NMDC"
X Link 2025-01-28T17:48Z 20.7K followers, 69.6K engagements

"🚈Transrail Lighting Limited - A Detailed Analysis - Transrail is a leading EPC player specializing in power transmission & distribution civil infrastructure poles & lighting and railways. - With a strong order book international presence and aggressive growth strategy Transrail is positioned for sustained expansion. 📌Founded: [----] Expertise: 40+ years 💰Market Cap: [----] Cr 📊52W High/Low: [---] / [---] 💸Current Price: [---] Data Credit : Sovrenn"
X Link 2025-03-07T18:31Z 20.7K followers, 234.2K engagements

"Smart Money Tracker - Sector Rotation Isnt Random. Its Predictable. - Smart money moves first. Performance catches up later. - Lets build a data-backed framework to spot sector trends early and ride momentum before consensus catches up. 🔄 Sector Cycles Rotate Fast - Markets rarely reward the same sector twice. Examples: 🔸Pharma: Led in [----] [----] [----] 🔸Banks: Ruled [----] [----] 🔸Metals: From worst to best then back again 📌 Its musical chairs. Sit early not late. 🔍 Price & Flows Lead Rotation - Sector leadership = where capital flows next. Signals to track early: 🔸 Price Strength vs Nifty"
X Link 2025-04-16T17:09Z 20.7K followers, 555.6K engagements

"Nuvama Initiates Coverage: Indias Defence Boom - A [--] Lakh Cr production goal. $130 Billion in play. [-----] Cr exports target Private Sector: The Growth Missile 🔹EPS CAGR: [--] - 40% (Private) vs [--] - 18% (DPSUs) 🔹Export Share: [--] - 65% from private players 🔹Big names: Data Patterns Solar Industries Zen Tech 🔹Strong pipeline visibility + faster monetisation = alpha zone Global Tailwind: NATOs [---] Bn Defence Spend 🔹NATO capex expanding due to US retreat 🔹EU factories: Rusty underinvested low talent pool 🔹India = cost-effective tech-ready ally 🔹Export window opening wide for Indian players"
X Link 2025-04-20T10:44Z 20.7K followers, 677.9K engagements

"Future Wars Wont Start with Soldiers. Theyll Start with Drones. In the recent Indo-Pak border flare-up it wasnt tanks that led the attack. It wasnt jets that responded first. It was Drones. And what stood between us and destruction Anti-drone systems. Welcome to a new era of warfare One where Zen Technologies is quietly building Indias edge 👇 - A silent compounder is building Indias own Palantir + Anduril"
X Link 2025-05-14T07:44Z 20.7K followers, 148.1K engagements

"PN GADGIL A Potential Multibagger in the Making - Im adding on every dip & monthly SIP basis. - No buy/sell reco - just sharing data-backed conviction. Lets break down why this stock is showing clear multibagger signs [--] Retail Expansion: PNGs Demand Engine 🔹+17 stores in [--] months [--] ➡ [--] 🔹Strategic formats: Large mid FOCO 🔹70% in Tier-2 wedding-heavy zones ➡ Catchment expanded before the peak gold-buying season [--] Volume Retention in a Meltdown Year 🔹Gold price 31% YoY - volumes fell industry-wide 🔹PNG volume 1.46% (122 kg) vs Thangamayil -24.4% ➡ When others collapsed PNG held ground -"
X Link 2025-05-16T08:37Z 20.7K followers, 150.6K engagements

"Transmission is a Decadal Theme Indias Silent Power Revolution - I'm from the Power sector with 12+ years of experience. - Here's why Ive allocated 30% of my long term Portfolio in this decadal theme with huge tailwind [--] Massive Market Size & Tailwinds Transmission market: [----] Lakh Cr ➡ Huge headroom for growth [--] TowerSubstationConductor Value Chain 🔹Tower: [---] Lakh Cr (40%) 🔹Substation: [---] Lakh Cr (50%) 🔹Conductors: 20k Cr to 35k Cr (5 to 10%) ➡ Major Cost sits in just these [--] - massive opportunity for infra players [--] Government-Backed Capex Explosion 🔹4.25 L Cr (202227) + [----] L Cr"
X Link 2025-05-23T08:24Z 20.7K followers, 992.4K engagements

"Yash Highvoltage Ltd - Hidden Gem - Indias [----] Lakh Cr power transmission capex has begun. - Bushings are critical few make them even fewer master RIP technology. 🗣 Keyur Shah MD: We are amongst one or two or three not more than three companies developing products for global standards. Lets decode this quiet compounder [--] What They Do Yash manufactures: 🔹Oil Impregnated Paper (OIP) Bushings 🔹Resin Impregnated Paper (RIP) Bushings 🔹High Current (HC) Oil-to-Oil Wall Bushings 🔹Services: Repair retrofit on/off-site testing ✅ ISO 9001:2015 certified ✅ Vendor to PSUs & top private transformer"
X Link 2025-06-06T20:24Z 20.7K followers, 92.4K engagements

"GMDC x Rare Earths Role Timeline & Whats Happened So Far in Indias Rare Earth Magnet Push - Indias rare earth magnet value chain is finally materializing. - GMDC is at the heart of that plan. But Where does it stand today Whats the progress When will the production start Heres how its unfolding step-by-step [--] July [----] Govt Nomination for Ambadongar 🗣 GMDC has been nominated by Government of India as the agency to take the Rare Earth Project in Ambadongar forward. 🔹Formal nomination by GoI for Ambadongar rare earths 🔹Site: Chhota Udepur Gujarat 🔹Target elements: Nd Pr La Ce - critical for"
X Link 2025-06-11T19:54Z 20.7K followers, 79.7K engagements

"Siemens Energy India Result Update Stellar set Order book momentum High Voltage Capex [--] New Orders Surge: +94% YoY New Orders: [----] Cr ➡ +94% YoY Driven by strong domestic infra demand & rising exports Healthy backlog = visibility for next leg of growth 🗣 Customers trust us for their energy transition journey MD Siemens Energy India [--] Revenue Grows Margin Uplift Profit Boost Revenue: [----] Cr ➡ +20% YoY Profit from Ops: [---] Cr ➡ +59% YoY PAT: [---] Cr ➡ +80% YoY Operating Margin: 17.6% (vs 13.3% YoY) ➡ Margin normalized after H1 spike from one-offs (Siemens Ltd transfer impact) [--] High-Voltage"
X Link 2025-08-04T17:33Z 20.7K followers, 104K engagements

"Zinka Logistics (BlackBuck) - The Outlook & Triggers - From trucking chaos platform compounding. - Guidance is conservative but the optionality stack is powerful. [--] Seasonality Q1 & Q2 softer (truck additions + transaction volumes) Q3 & Q4 guided stronger ➡ Growth rebound in H2 FY26 = stronger topline + engagement base. [--] SuperLoads ($120B FTL Marketplace) Still in playbook-building phase only [--] hubs scaling Management: 4-6 quarters before material contribution ➡ Rerating trigger once multiple hubs go live. TAM = $120B. [--] Operating Leverage Consistently delivering 70-99% leverage Q1 FY26: 84%"
X Link 2025-08-18T15:05Z 20.7K followers, 104.3K engagements

"Lumax Autos Business Model Upgrade: [--] Shifts & [--] Triggers - Lumax Auto isnt just another cyclical ancillary anymore. - Heres how [--] perspective shifts + [--] structural triggers set it up for a premium rerating Shift 1: Cyclical Structural Earlier: revenues tied to PV/2W cycles Now: [----] Cr order book 40% clean mobility 3-yr visibility ➡ Adds a structural growth layer Shift 2: Volume Margin Target: 16% EBITDA margin by FY28 (vs 13.2% now) Plastics (1516%) Greenfuel/Aftermarket (1820%) Mechatronics scaling up ➡ Margins not volumes drive rerating Shift 3: Supplier Tech Integrator SHIFT Hub"
X Link 2025-08-28T14:45Z 20.7K followers, 89.8K engagements

"Astra Microwave Dual Engines of Growth Execution now & Rerating ahead - This isnt just a radar company anymore. - Astra microwave is quietly transforming into a multi-tech defense innovator with Execution drivers today and Rerating triggers tomorrow. - Heres how the two engines line up Engine [--] Execution (Cash Flow Now) ➡ FY26-27 focus Radars + SDR + MMICs Virupaksha Radar (DRDO Su-30 upgrade) Astra moves up the chain not just parts but the heart of fighter jet radars. Shipborne Radars (Navy) Final trials Dec-25 import substitution at sea. Air Defence FCR (BEL [----] Cr order) Astra quietly"
X Link 2025-09-01T10:40Z 20.7K followers, 194.4K engagements

"BlackBuck (Zinka Logistics) Q2FY26 Result Analysis Investor Presentation Highlights 🌟 Excellent Quarter Profitable Scale-up Growth Businesses Firing with Margin Expansion Q2FY26 Performance (YoY) 🔹 Total Income: [-----] Cr +60.4% 🔹 Revenue from Operations: [-----] Cr +53.0% Core Businesses (Payments + Telematics): [------] Cr +36.7% Growth Businesses (SuperLoads + Vehicle Finance): [-----] Cr +226.1% 🔹 Adjusted EBITDA: [-----] Cr +123% 🔹 EBITDA: [-----] Cr +142.8% 🔹 PAT: [-----] Cr (vs loss [-----] Cr) 🔹 GTV Payments: [----] Cr +28.6% 🔹 Transacting Customers: [----] lakh +13.2% 🔹 Users (2 Services):"
X Link 2025-11-05T11:10Z 20.7K followers, 58.8K engagements

"🧨 [--] Continuous Quarters of [---] Cr+ Profits FIIs Rush In 2.4x in [--] Year 0% Promoter Holding - Whos This Moat-Heavy Cash Machine Powering Indias Financialization Boom Debt-light Locked clients High Margin Lets break it down [--] FII Confidence Skyrocketing - FII holding has jumped from 24% 58% in just [--] years. - Promoters exited completely but smart money took their place.This is conviction backed by serious capital Who replaces promoters The best in the business. [--] [---] Cr+ Profit Club: No Breaks - Last [--] quarters = All above [---] Cr PBT This shows earnings durability even in volatile market"
X Link 2025-03-28T11:01Z 20.7K followers, 87.8K engagements

"Hindustan Zincs Rare Earth & Silver Pivot A Strategic Inflection Point Zinc Price Pressure = Silver Opportunity 🗣CEO Arun Misra: If zinc prices dont rise we will maximise silver production. 🔹Silver already forms 1/3rd of EBITDA; if prices stay $33/oz it could hit 45% EBITDA contribution 🔹Silver output expansion comes at zincs cost - internal rebalancing underway Rare Earth Minerals: HZLs Rev Multiplier for FY30 🔹Target: 30% revenue from rare earth minerals and critical minerals in [--] years 🔹Exploration company formed; mining to start after [--] years 🔹Hind Zinc specializes in extracting"
X Link 2025-06-09T16:30Z 20.7K followers, 433.4K engagements

"Chemicals Powering EMS & Semiconductor Industries Top Indian Makers - Everyone talks about Dixon Syrma Kaynes and the EMS explosion. - But few notice the chemicals these factories rely on solvents etchants fluoropolymers photoresists. - And just a handful of Indian companies make them Why it matters: Every wafer needs to be cleaned 50+ times. Every PCB needs coatings that can survive solder heat. Every chip needs encapsulants etchants fluoropolymers and electrolytes. This isnt commodity chemistry its precision-grade fabs-approved IP. Now meet the [--] listed Indian stocks fueling this boom"
X Link 2025-07-22T07:37Z 20.7K followers, 463.6K engagements

"Data Center Value Chain Mapping Indias Listed Players From Grid to Cloud Indias AI & Cloud boom is driving hyperscale DC capex. DCs = Cross-sector capex cycle Power + Infra + IT + Cooling converge. - Listed players here are the hidden backbone of Indias digital infra build out [--] MV Power Distribution Siemens India Switchgear MCCs transformers ABB India MV switchgear network automation Hitachi Energy India HV/MV transformers DC infra GE T&D India Grid automation GIS transformers Techno Electric substations advanced T&D EPC + hyperscale/edge DC entry [--] LV Power Distribution Havells India"
X Link 2025-09-23T20:34Z 20.7K followers, 322.5K engagements

"Anant Raj Roadmap to 8000+ Cr DC & Cloud Revenue - From a land-rich real estate developer ➡ to a full-stack digital infrastructure platform. - Lets decode the [----] Cr ($1B) ambition by FY32 [--] The Core Thesis Anant Raj is shifting from developer earnings annuity EBITDA through: Owned Hyperscale DCs Manesar Panchkula Rai Cloud Integration Orange Business tie-up Policy Tailwinds Draft DC Policy [----] High-Margin Recurring Revenue IaaS PaaS SaaS ➡ This is not a one-time buildout its a structural compounding engine. [--] Capacity Ramp = Scale Visibility Anant Raj is executing a phased hyperscale"
X Link 2025-09-28T14:23Z 20.7K followers, 173.2K engagements

"📢 Join the Investors Compass Telegram Community 🔗 - Where serious investors get clean fast data backed insights. ✦ Track hidden compounders early ✦ Spot the REAL triggers behind stock moves ✦ Weekly live discussions ✦ Exclusive deep dive reports not posted on X - Level up your research game. https://t.me/InvestorCompass https://t.me/InvestorCompass"
X Link 2025-11-15T14:01Z 20.7K followers, 17.7K engagements

"P N Gadgil Jewellers Limited Q3 FY26 Result Analysis & Investor Presentation Highlights Strong Festive Quarter Structural Margin Expansion Retail + Digital Firing Together Headline Numbers (Consolidated Q3 FY26) Revenue from Operations [------] Cr +35.6% YoY +51.7% QoQ EBITDA [-----] Cr +109.4% YoY +90.1% QoQ EBITDA Margin 8.2% (+290 bps YoY +166 bps QoQ) PAT [-----] Cr +98.6% YoY +115.5% QoQ PAT Margin 5.2% (+164 bps YoY) EPS [-----] vs [----] YoY Segment Performance (Q3 FY26 YoY) Retail [------] Cr +46.2% YoY E-commerce [-----] Cr +137.7% YoY Franchise [-----] Cr +12.0% YoY Others (Bullion/B2B) [-----] Cr"
X Link 2026-02-09T12:44Z 20.7K followers, 18K engagements

"Zaggle Q3 FY26: SaaS Fear vs Fintech Reality - Street may be misreading the model [--] Headline Performance - Phenomenal Says Management Revenue [---] Cr +15.5% QoQ and +47.9% YoY 9M PAT already Full FY25 PAT EBITDA & PAT growth faster than revenue PAT margin improved to 7.2% 🗣 Management: Performance-wise numbers-wise mathematics-wise its been phenomenal. ➡ Bottom-line scaling faster than topline = operating leverage kicking in. [--] The Big Misunderstanding - Not a Pure SaaS Play AI pessimism around SaaS 🗣 Management is clear: We are a SaaS fintech. Not a pure play SaaS company. Break-up reality:"
X Link 2026-02-15T18:04Z 20.7K followers, 11.6K engagements

"Top Stocks Bought Sold by Mutual Funds January [----] Smart Money Tracker Top Buys (Largecaps) Siemens Energy India Cholamandalam Investment & Finance Company Bajaj Holdings & Investment DLF ABB India Top Buys (Midcaps) Biocon Colgate-Palmolive (India) Godrej Properties Laurus Labs General Insurance Corporation Top Buys (Smallcaps) Supriya Lifescience Pennar Industries Saregama India Chennai Petroleum Corporation Aavas Financiers Top Sells (Largecaps) Polycab India Adani Green Energy Hindalco Industries Indian Railway Finance Corporation Hindustan Zinc Top Sells (Midcaps) Bajaj Housing Finance"
X Link 2026-02-16T15:10Z 20.7K followers, [----] engagements

"@Akash17971 @investor_sr33 @Aditya_Hujband @TheAlpha10X @sharmaaniket03 @swing_blaster @SidNayak7 @OneWhoNeverSell @khushinvest Two excellent stocks in this space to track 1) Transrail Lighting 2) GE Vernova T&D No reco"
X Link 2025-12-11T19:20Z 19.4K followers, [---] engagements

"Icici Prudential Amc IPO - Review IPO Details ✦ Price Band: [----] - [----] ✦ Issue Size: [-----] cr (100% OFS no fresh issue) ✦ Lot Size: [--] shares ✦ Opens: [--] Dec ✦ Closes: [--] Dec ✦ Post-issue Mcap: [----] - [----] lakh cr Business Snapshot ✦ Indias largest active MF & equity oriented AMC ✦ MF QAAUM: [----] lakh cr ✦ Equity mix: 56% (supports yield stability) ✦ RoE: 87% (among the highest in the financial sector) ✦ Strong digital stack 95%+ transactions online Peer Comparison [--]. ICICI Prudential AMC Revenue [----] Cr PAT [----] Cr RoE 87% P/E 40.4x strong scale + profitability with mid premium valuation. 2."
X Link 2025-12-12T03:45Z 19.5K followers, 17.2K engagements

"7 stocks I added in this dip to my long term Portfolio - Not because prices fell. - Because the fundamentals and core thesis still held strong. 1) Transrail Lighting 2) Interarch Building 3) POCL 4) Anant Raj 5) Syrma SGS 6) Acutaas Chemicals 7) GPIL Each diversified sector add was backed by deep study on: Core fundamentals & balance sheet quality Short term vs long term triggers Sector tailwinds & cycle positioning Raw material trends & margin risk Execution visibility over narratives 🧭 Investor Compass Take: - Dips dont reward bravery. - They reward process + patience. What did you add in"
X Link 2025-12-12T12:48Z 19.9K followers, 26.6K engagements

"3 year SIP outperformance in small caps often reflects cycle timing not just fund skill alone . Most top performers rode a favourable small cap cycle Returns can compress sharply when liquidity or risk appetite flips The real test is [--] to [--] year consistency + drawdown control SIPs work best when investors stay invested through weak phases"
X Link 2025-12-12T14:41Z 19.1K followers, [---] engagements

"Helios Small Cap Fund Top [--] Portfolio Holdings - A low concentration high breadth small cap fund where outcomes are driven by portfolio wide execution not single stock heroics. Portfolio breadth: 60+ stocks AUM: [---] Cr Top [--] Holdings Motilal Oswal Financial Services Paytm GMR Airports KPIT Technologies Phoenix Mills IDFC First Bank Hindustan Petroleum Swiggy MCX Acutaas Chemicals Lemon Tree Hotels Not a Buy/Sell recommendation"
X Link 2025-12-13T11:14Z 19.8K followers, 44.8K engagements

"ICICI Prudential AMC IPO Key variable isnt AUM size alone but mix shift toward retail + equity High ROE reflects an asset-light model but growth sustainability depends on SIP persistence Valuation will track share of industry flows - Worth watching how consistently it captures incremental retail flows through cycles"
X Link 2025-12-13T18:53Z 19.2K followers, [---] engagements

"Dairy Sector Q3 FY26 Outlook GST cut Vs Raw milk price - GST cuts provide a demand and margin cushion but raw milk price trends remain the dominant variable for Q3 outcomes. What GST Cut Is Likely to Do (Upside) GST cut is expected to support affordability and volumes especially in value added and discretionary dairy categories. For most players GST benefits are not intended to drop fully into margins management commentary suggests partial pass through to consumers and/or farmers. Net effect GST should reduce downside risk in Q3 rather than create sharp margin expansion. What Raw Milk Prices"
X Link 2025-12-14T06:47Z 19.7K followers, 10.2K engagements

"Parag Parikh Flexi Cap Fund Top [--] Holdings Nov Snapshot - A process driven fund focused on owning quality franchises through cycles not chasing short term trends. - As on Nov [--] [----] ✦ HDFC Bank 8.03% ✦ Power Grid 5.91% ✦ ICICI Bank 4.85% ✦ Bajaj Holdings 4.71% ✦ Coal India 4.70% ✦ ITC 4.51% ✦ Alphabet Inc 4.17% ✦ Kotak Mahindra Bank 3.98% ✦ Mahindra & Mahindra 3.60% ✦ Bharti Airtel 3.43% ✦ Maruti Suzuki 3.37% Top [--] Stocks Bought Last Month Net Additions ( Cr) Portfolio Weight After Addition (% of AUM) ✦ Infosys +1369 Cr 2.12% ✦ HCL Tech +424.9 Cr 2.48% ✦ HDFC Bank +339.2 Cr 8.03% ✦ M& M"
X Link 2025-12-14T12:35Z 19.8K followers, 25.5K engagements

"@Garg_Aditya_ @viralbshah @rohantantia @Mf360WW @sharmaaniket03 @BaateinStockKi @stockskibaat @CapitalConcept_ @Manjeejerthi @ipowiz @IpoAllotment_ ICICI Prudential AMC IPO - I will apply for listing gains . Good luck for everyone whoever applying"
X Link 2025-12-14T18:33Z 19.3K followers, [---] engagements

"@Garg_Aditya_ @Mf360WW @vishpradp @sharmaaniket03 @rohantantia @stockskibaat @TheStocksKing @BaateinStockKi @IRInvesting @SSage82827 @BharatStockLive Microfinance stress is rising. Is this just a temporary credit cycle or a structural flaw in unsecured led SFB models How do you see this"
X Link 2025-12-16T20:27Z 20.2K followers, [---] engagements

"Aeroflex Industries - good update Capacity expansion underway for liquid cooling skid facilities Robotic welding lines & stations being installed to improve precision and throughput Annealing plant being set up for stainless-steel hoses better quality + cost control"
X Link 2025-12-19T05:42Z 19.6K followers, [---] engagements

"The Biosecure Act: Mapping the Global Pharma Supply Chain Reset - This is not a policy headline. - This is a multi year re-architecture of how global pharma chooses suppliers. - Lets map it properly. [--] Why the Biosecure Act exists (start from first principles) - The Biosecure Act is being moved through the US National Defense Authorization Act (NDAA). Core objective (as articulated by industry leaders): Protect bio & multi-omic data Reduce single country concentration risk in pharma outsourcing Apply a national security lens to life sciences supply chains - This is bipartisan which is why it"
X Link 2025-12-19T19:03Z 19.9K followers, [----] engagements

"India Commercial Vehicles - The Next Structural Upcycle Is Forming Nomura Report - Nomura is pointing to early cycle economics turning favourable setting up the next CV upcycle into FY27 to FY28 - Lets break what actually changed [--] Cycle positioning - still early not crowded Indian MHCV cycles typically peak every [--] years Industry volumes are still below FY19 peak Nomura sees FY27 to FY28 as the cycle high - Stocks have moved ahead of volumes. - That usually happens only in early cycle phases not near peaks. [--] The real trigger - fleet economics flipped What actually changed on the ground: GST"
X Link 2025-12-21T10:16Z 20.2K followers, 19.3K engagements

"India HVDC Exposure Map - Company wise - Indias power evacuation is moving to HVDC at scale. - There are two distinct HVDC technologies and companies are positioned very differently. [--] LCC HVDC (Line Commutated Converter) - bulk power highways - In simple terms: moves huge electricity over very long distances Dominates 800kV [----] MW corridors Backbone of Indias interstate evacuation Exposure: Hitachi Energy India - full scope LCC leader multiple corridors BHEL EPC & manufacturing partner (Khavda-Nagpur HVDC) GE Vernova selective LCC participation [--] VSC HVDC (Voltage Source Converter)"
X Link 2025-12-24T11:46Z 20.2K followers, 25.2K engagements

"US approves Oral GLP-1 Will This Change the GLP-1 Game Who Benefits in India - Breakthrough in weight loss treatment. Novo Nordisk has secured US approval for oral Wegovy ➡ The first GLP-1 pill approved for weight loss + cardiovascular risk reduction. - This takes Wegovy beyond injections into a true mass market oral format. [--] Why Oral Wegovy Is a Game Changer No injections higher patient acceptance Easier daily routine better adherence Suitable for early stage & injection averse patients Expands the overall GLP-1 market not just share shift Key takeaway: - Oral GLP-1 can outsell injectables"
X Link 2025-12-25T00:10Z 20.3K followers, 18.4K engagements

"India EV 2W CY25 - Growth Continues Leadership Reshuffles Penetration & Growth EV adoption has moved from subsidy led economics led EV 2W penetration at [--] to 6.5% in CY25 despite subsidy cuts Demand is now supported by price rationalisation better financing availability and lower total cost of ownership (TCO) Market Share CY25 (YoY % variation) TVS Motor: 23.5% (+4.3%) Bajaj Auto : 21.2% (+4.4%) Ather Energy: 15.7% (+4.7%) Ola Electric: 15.4% (-20.1%) Vida (Hero): 8.6% (+4.8%) - EV two wheelers are still growing fast but market share is shifting sharply. - CY [----] shows a clear move from"
X Link 2025-12-25T02:38Z 20.3K followers, 21.7K engagements

"Raw Material Inflation Autos vs Auto Ancillaries - Who Faces More Heat in - Raw material inflation is no longer broad based. - Margin impact is metal specific and input mix driven. [--] Whats easing margin support is selective Steel Q3 Avg: -0.8% Spot: -0.8% High exposure across 2W PV CV Tractors Margin cushion across all segments Crude / Plastics Q3 Avg: -5.7% Spot: -4.9% Helps 2W & PV offset rising metal costs Rubber Q3 Avg: -6.5% Spot: -7.8% Key reason tractors remain insulated ➡ Cost deflation exists but only where steel & rubber dominate. [--] Whats heating up - real margin shock Aluminium Q3"
X Link 2025-12-26T14:52Z 20.2K followers, [----] engagements

"SJS Enterprises - Business Model Growth Outlook & Value chain upgrade Explained [--] What SJS really is (and what it is becoming) Core business: Decorative & functional aesthetic components Products: 3D badges aluminium emblems exterior decals HMI overlays End markets: Automobiles + consumer appliances Current revenue mix (Q2 FY26) 2-Wheelers: 41% Passenger Vehicles: 38% Consumer: 17.1% Others: 3.9% Business wise contribution SJS (core): 59.4% SJS Decoplast: 23.3% WPI: 17.3% Geography Domestic: 90.4% Exports: 9.6% (guided to 14-15% by FY28) Structural shift already visible New-generation"
X Link 2025-12-31T05:47Z 20.3K followers, [----] engagements

"Jain Resource Recycling Managements Playbook on Scale Margins & Global Expansion [--] What Jain really does (and what it avoids) Core business: Non-ferrous metal recycling Outputs: Lead copper aluminium ingots & alloys Jain is not a virgin metal refiner Management insight: Virgin aluminium & copper prices are energy cost driven Recycling bypasses energy-intensive refining ➡ Structural insulation from power cost inflation [--] Product mix reflects capacity H1 FY26 revenue mix Lead & Lead Alloy Ingots 48% Copper & Copper Ingots 46% Aluminium & Aluminium Alloys 4% Others 2% Key clarification: Mix"
X Link 2026-01-01T15:54Z 20.3K followers, 15.3K engagements

"CCL Products Nuvama Q3 Estimates - Growth intact margins digesting pressure Q3FY26E Revenue: [----] Cr +35% YoY expects strong topline despite QoQ softness Q3FY26E Volumes: 15% YoY estimates demand momentum remains healthy Q3FY26E EBITDA: [---] Cr +29% YoY estimates growth continues but trails revenue Q3FY26E PAT: [--] Cr +25% YoY expects steady earnings delivery Q3 Margin Estimates snapshot: Gross margin: 34.7% ( [---] bps YoY) EBITDA margin: 15.7% ( [--] bps YoY) - Topline + volume visibility stay strong; margins are the near term trade off. No Buy/Sell Recommendation #StocksToWatch #StocksInFocus"
X Link 2026-01-02T14:10Z 20.4K followers, [----] engagements

"PN Gadgil Jewellers Q3 FY26 Update Revenue Momentum Strong Q3 FY26 total revenue: [----] Cr vs [----] Cr (+36% YoY) Core revenue (ex-other segment): +46% YoY Retail contributes 83.2% of total revenue Segment Snapshot Retail: +46% YoY festive + wedding demand E-commerce: +138% YoY 5.1% revenue share Franchisee ops: +12% YoY 7.7% revenue share Other segment (B2B bullion): 4% of revenue Festive Season Record Quarter Dussehra: [---] Cr (+64% YoY) Dhanteras: [---] Cr (highest-ever single day) Diwali sales: [---] Cr (+74% YoY) Oct25 revenue: [----] Cr (+72% YoY highest-ever month) Quality of Growth Improving"
X Link 2026-01-08T07:43Z 20.5K followers, 10.5K engagements

"HCLTech Q3 FY25 Highlights 📊: 📈 Revenue: INR [-----] Cr YoY QoQ 💰 New Deals: $2095M TCV 💵 USD Revenue: $3533M YoY QoQ 🤑 Net Income: INR [----] Cr YoY QoQ 📈 Margin: [----] % YoY QoQ 🌐 Digital: YoY 38.5% of services 🪙 Dividend: INR 318/share special INR [--] 🔍 Verdict: Good performance positive outlook but slightly less than estimates. #HCLTech #Q3Results #Q3FY25 #StockMarketIndia #StocksInFocus #StocksToWatch https://twitter.com/i/web/status/1878784753039732769 https://twitter.com/i/web/status/1878784753039732769"
X Link 2025-01-13T12:42Z 20.7K followers, [----] engagements

"🚀 Bajaj Finance Q3FY25 Results Analyse : Inline with estimates But Asset Quality 🚨 📊 Financial Performance: 📈 AUM: [------] Cr (+28% YoY) 💵 Net Profit (PAT): [----] Cr (+18% YoY) 💳 NII (Net Interest Income): [----] Cr (+22% YoY vs [----] Cr YoY) 🔼 New Loans Booked: [-----] million (Highest ever +22% YoY) 🏦 Customer Franchise: [-----] million (+20% YoY) ⚡ Asset Quality: 🚨 📊 Gross NPA (GNPA): 1.12% (vs 1.06% YoY) 📉 Net NPA (NNPA): 0.48% (vs 0.46% YoY) ⚡ Segment Highlights: 💳 Co-branded credit card sourcing discontinued with RBL & DBS Bank 📢 Bajaj Finserv App: [-----] million users 📈 Deposits"
X Link 2025-01-29T12:34Z 20.6K followers, [----] engagements

"Godawari Power & Ispat (GPIL) Ready for Rerating in FY26 - From commodity steel value-added + energy storage. - Guidance conservative on leverage but optionality stack is transformational. [--] Near-Term Mining & Pellet Triggers Ari Dongri expansion approval (2.35mt 6mt) expected Q3FY26 ops from Q4. 2mt pellet expansion commissioning in Oct-25. ➡ Short-term visibility: captive ore + pellet integration supports margins. [--] Value-Added Steel Transition Shift from commercial to long products (beams transmission infra). PGCIL approval galvanized steel volumes 30kt/quarter. ➡ Higher-margin portfolio ="
X Link 2025-08-20T19:11Z 20.7K followers, 153.4K engagements

"7 Motilal Oswal Midcap Fund 🔹Eternal Ltd. ➡ Fresh Entry: [----] Cr 🔹One97 Communications Ltd. ➡+99.8% 🔹Trent Ltd. ➡+20.7% 🔹Tube Investments of India Ltd. ➡+73.8% 🔹Polycab India Ltd. ➡+15.3% [--] Edelweiss Mid Cap Fund 🔹AU Small Finance Bank Ltd. ➡Fresh Entry: [------] Cr 🔹CreditAccess Grameen Ltd. ➡Fresh Entry: [------] Cr 🔹HDB Financial Services Ltd. ➡+481.6% 🔹IDFC First Bank Ltd. ➡Fresh Entry: [-----] Cr 🔹GE Vernova T&D India Ltd. ➡+192.1% [--] HDFC Mid-Cap Opportunities Fund 🔹Marico Ltd. ➡+17.4% 🔹Max Financial Services Ltd. ➡+6.7% 🔹Fortis Healthcare Ltd. ➡+10.8% 🔹Delhivery Ltd. ➡+19.8%"
X Link 2025-09-18T16:30Z 20.7K followers, [----] engagements

"Neuland Laboratories Ltd Q2 FY26 Result Analysis Investor Presentation Highlights 🌟 Blockbuster CDMO Led Breakout Margin Expansion PAT 200% Up Q2 FY26 Performance (YoY) 🔹 Total Income: [-----] Cr +63.7% 🔹 EBITDA: [-----] Cr +138.8% 🔹 EBITDA Margin: 30.4% (vs 20.8%) +960 bps 🔹 PAT: [----] Cr +201.6% (vs [----] Cr) 🔹 EPS: [----] +202% 🔹 Net Debt: [----] Cr (turned net cash from [----] Cr debt YoY) ➡ Operating leverage kicked in as CMS (Custom Manufacturing Solutions) segment delivered record growth from commercial molecules and new project wins. H1 FY26 Summary (YoY) 🔹 Total Income: [-----] Cr +7.5% 🔹"
X Link 2025-11-08T18:14Z 20.6K followers, 11.1K engagements

"Mphasis Key Execution Catalysts to Monitor [--] TCV Revenue Conversion Inflection $528M Q2 TCV second consecutive quarter at this level H1 TCV ($1.3B) already exceeds FY25 full-year LTM TCV $2B; management confident of upticking to the next level [--] AI Platforms Driving Demand & Pricing 42% of Q2 TCV wins are AI-led 69% of overall pipeline now AI-centric NeoIP positioned as continuous enterprise transformation engine NeoCru shows 20-30% productivity lift + 60% tech debt reduction [--] Vertical Strength Led by BFSI + Insurance Direct BFS +17.3% YoY growth outlook intact into H2 Insurance +32% YoY CC"
X Link 2025-12-08T10:53Z 20.7K followers, [----] engagements

"Senores Pharma Apnar Pharma Acquisition - Not a capacity buy. - This is regulatory access + time compression. USFDA MHRA & Health Canada approved plant [--] approved ANDAs (3 ready to commercialise) $700mn+ addressable market unlocked Deal math stays disciplined: [--] Cr EV only [--] Cr equity outlay Operational ramp-up guided in [--] to [--] months. What changes structurally: ➡ Product led US exposure manufacturing backed regulated markets platform building ➡ Backward integration better margins & supply control ➡ CDMO optionality opens up 🧭 Investor Compass Take: - This wont spike earnings overnight. -"
X Link 2025-12-15T15:50Z 20.6K followers, [----] engagements

"GE Vernova T&D India The HVDC Visibility Moment - Its the next company to win big HVDC after Hitachi energy [--] The Trigger Landmark HVDC Win Won KhavdaSouth Olpad HVDC (VSC) project from AESL [---] kV VSC Terminal [-----] MW [---] GW capacity Order size: [--] to [---] bn Execution timeline: [--] to [--] years ➡ One of the largest HVDC wins in India so far. [--] Why This Order Changes Visibility Existing order book: [---] bn (highest ever) FY26E revenue base: [--] to [--] bn This single project meaningfully derisks FY28 to FY29 earnings ➡ Order book now anchors [--] to [--] months of revenue visibility. [--] Earnings Upside"
X Link 2025-12-22T04:59Z 20.6K followers, 26.5K engagements

"Indian Power Sector Outlook : Reality Check Beyond Headlines - Clarity from the Inside Why Chinese competition isn't a major threat - Former BHEL CMD K. Ravi Kumar puts China entry fears to rest [--] China Entry More Noise Than Risk India currently has [---] GW non-coal + [---] GW coal-based capacity Coal additions capped - [--] GW/year over the next decade No encouragement for new coal plants beyond [----] Market size itself limits any aggressive China entry. Investor takeaway - Even if bidding norms open addressable opportunity is structurally capped [--] Why Chinese Players Struggle in Indian Power EPC"
X Link 2026-01-09T20:24Z 20.7K followers, 26K engagements

"India Power Sector Outlook [----] Bernstein - From Energy Transition to Energy Addition Reality Check Beyond Narratives [--] Big Picture What Changes in [----] Power demand recovery but no boom Renewables lose momentum due to grid + policy constraints Nuclear BESS & Data Centers emerge as real catalysts Sector likely to perform in line with market unless DC story surprises [--] Demand Supply Better Not Exciting FY26 power demand growth till Dec25: -0.7% YoY Weather unlikely to support a sharp rebound in H1 FY27 demand growth expected at 5% YoY (long-term average) Power demand multiplier settles near"
X Link 2026-01-12T16:00Z 20.7K followers, 13.9K engagements

"Transrail Wins [---] Cr EPC Orders HTLS reconductoring - new trigger Order Value: [---] Cr across MENA Africa + India Order Mix: Mix across T&D Poles Lighting. Added HTLS reconductoring capability in India FY26 YTD Order Inflows: [----] Cr L1 Pipeline: 2800+ Cr strong near term visibility What is HTLS Re-Conductoring HTLS = High Temperature Low Sag conductors Upgrades existing transmission lines without building new towers Enables [--] to 3x higher power transfer capacity on the same corridor Critical for renewable evacuation & urban grid upgrades Why does this strucurally matters for Transrail "
X Link 2026-01-14T13:04Z 20.7K followers, 13.3K engagements

"Interarch Building Products Execution Flywheel Accelerates Execution Capacity Volumes Cash Flow Normalisation [--] Execution & Volume Growth Stronger Than Guidance Company is in the higher end of execution cycle Q2 execution speed materially higher than Q1 Execution pace improving day by day as utilisable capacity ramps Guidance Check Original volume growth guidance: 17.5% Raised to: 20% H1 actual delivery: 40% volume growth ➡ Mgmt confidence: FY26 volume growth likely at higher end or above guidance [--] Capacity Ramp Up Visibility Is Clear Current Installed Capacity [------] MT Capacity Utilisation"
X Link 2026-01-16T09:26Z 20.7K followers, 17.6K engagements

"Early feels stupid. Late feels comfortable. Guess which one makes money"
X Link 2026-01-16T20:33Z 20.7K followers, [----] engagements

"Acutaas Chemicals - Battery Chemicals Pivot begins Key Update: Phase-1 of manufacturing block inaugurated Focus Area: Electrolyte additives & advanced battery chemicals Location: Unit-III Jhagadia (Gujarat) Why Tracking This Electrolyte additives sit in the high margin high entry barrier part of the battery value chain Phase-1 commissioning derisks execution and sets the base for scalable capacity ramp up. What to Monitor Next (Execution Radar) Revenue contribution from battery chemicals Customer qualification & repeat orders Phase-2 expansion timeline and asset turns - This is an early"
X Link 2026-01-19T10:04Z 20.7K followers, 30.7K engagements

"CAMS - Why Geojit Is Bullish & Sees 20% Upside Let's break it down . Geojit initiates coverage on CAMS Ltd. with an Accumulate rating and a [----] target - a 20% upside [--] Dominant RTA Backbone 🔹Largest RTA in India with 68% MF AUM share 🔹Serves [--] of top [--] AMCs SBI HDFC ICICI Pru 🔹46.3Tn AUM serviced (Q3FY25) 🔹Adds [---] Mn investors monthly 1.5x faster than peers. [--] Massive Industry Tailwinds 🔹MF AUM/GDP: India = 18% vs Global avg = 65% 🔹AUM CAGR (FY2024): 22% 🔹Retail AUM up 29% in 9MFY25 🔹Over [--] Cr SIP accounts as of Feb [----] [--] Solid Financials Ahead 🔹FY25 - 27E Revenue CAGR: 14%"
X Link 2025-03-30T07:07Z 20.7K followers, 27.7K engagements

"Greaves Cotton x Chara Tech: Indias Rare-Earth-Free EV Motor - A 165-yr-old industrial veteran meets a deeptech startup to tackle one of EV industry's biggest pain points ➡ rare-earth magnet dependency. - This isn't just tech its a strategic investible play. [--]. The Problem: EV Motors Need Rare Earths Most EV motors (like PMSM) use rare-earth magnets - mainly Neodymium & Dysprosium. 🔹90% of supply is controlled by China 🔹Mining is polluting & geopolitically risky 🔹Prices are volatile and recent ban 🔹Big ESG headwind India needs a de-risked alternative. [--]. The Solution: Charas SynRM Tech"
X Link 2025-04-10T11:45Z 20.7K followers, 91.7K engagements

"CarTrade Tech - Indias Silent Auto-Tech Multibagger in the Making A Study about this turnaround Stock 👇 Platform Power: More Than Just Listings 🔹Not just a listing site. A 5-in-1 digital engine spanning discovery classifieds and remarketing. 🔹Profitable in all business units - a rarity in Indian consumer tech. 🔹OLX India flipped in under [--] quarters now riding a monetisation flywheel. 🔹885 Cr cash zero debt and 30%+ EBITDA margins a dream balance sheet. 🔹Market leadership in MAU organic traffic & auction volumes. 🔹Strong operating leverage + AI-led ad-tech monetisation = FY26 margin"
X Link 2025-05-05T06:21Z 20.7K followers, 80.6K engagements

"Transrail: The Next Infra Re-Rating Candidate Watch Q4 Closely - Stock is not going up. Results are strong. Order book is stellar. So whats missing [--] Q4FY25 Big Delivery Pending 🔹FY25 Revenue Target: [----] Cr 🔹9MFY25 Revenue: [----] Cr 🔹Q4 Required to meet FY25 guidance: [----] Cr (40% QoQ) 🔹PAT Estimate: [---] Cr (3x QoQ) ➡ H2-heavy execution makes this tough but not impossible [--] Why Stock Isnt Moving Yet 🔹IPO fatigue 🔹No large DII/FII entry yet (In fact Asiana Fund trimmed stake: 7.43% ➝ 5.67% in Mar25) 🔹Margins 12% Street wants 14-15% clarity 🔹393 Cr IPO funds still unutilized as of Dec24"
X Link 2025-05-07T06:14Z 20.7K followers, 136.8K engagements

"Premier Energies The Precision Compounder Premier doesn't make noise - it makes modules that last. ✅ Operational TOPCon lines & G12 modules ✅ Kiwa Top Performer [--] years straight ✅ [---] GW modules + [--] GW cells 96%+ utilisation ✅ JV with SASP for secure wafer supply ✅ 33% OPM - with only 2% employee cost ✅ [-----] Cr order book mostly domestic 📌 Real strength = cost discipline + credible tech + export-grade reliability - Building out [--] GW vertical stack by FY28: wafers cells inverters batteries Premier is the quiet compounder in a noisy space. Its moat Efficiency in every sense of the word."
X Link 2025-05-18T15:48Z 20.7K followers, 53.1K engagements

"Kernex-KEC JV: Indias Next Big Rail Safety Duo 🔹New Order Win: [------] Cr from Western Railway - Palanpur-Gandhidham (June 2025) - Kernex stake: 70% in JV 🔹This is their 2nd JV project ✅ Earlier win: [-----] Cr from North Central Railway - Bhuteshwar-Dholpur (April 2025) ✅ Repeat Success - Confirms credibility & trust in execution 🗣 KEC Q4 concall Executed our first TCAS JV project under Kavach across [---] route km Kernex Order Book: [----] Cr [----] Cr - Standalone [---] Cr - Via JVs 🔹179 Cr South Eastern Railway (JV with MRT Signals Ltd) 🔹210 Cr NCR & WR (JV with KEC International) 🔹OEM + EPC"
X Link 2025-06-07T21:11Z 20.7K followers, 208.2K engagements

"APAR Industries Structurally Different Compounder with Global Ambition - Not an EPC player. Not a cable assembler. - APAR is building the core grid components powering India's infra and the world's data centers. [--] Infra DNA: Engineering Not Executing What sets APAR apart: Not in project execution Builds transmission inputs: conductors transformer oils and cables Investor Edge: ➡ Exposure to global electrification not tender volatility. 🗣APAR is not into EPC or project execution. We are a component-focused infra backbone . conductors cables and specialty oils. [--] Self-Reliant Infrastructure"
X Link 2025-07-04T18:43Z 20.7K followers, 70.6K engagements

"10 DSP Large Cap Fund 🔹NTPC Ltd. ➡ +22.5% 🔹HDFC Bank Ltd. ➡ +8.6% 🔹Syngene International Ltd. ➡ Fresh Entry: [-----] Cr 🔹Ipca Laboratories Ltd. ➡ +53.5% 🔹Mahindra & Mahindra Ltd. ➡ +6.9% [--] ICICI Prudential Large Cap Fund 🔹Asian Paints Ltd. ➡ +41.3% 🔹Bharti Airtel Ltd. ➡ +9.2% 🔹HDFC Bank Ltd. ➡ +4.0% 🔹Mahindra & Mahindra Ltd. ➡ +21.6% 🔹Interglobe Aviation Ltd. ➡ +15.3% [--] Mirae Asset Large Cap Fund 🔹Varun Beverages Ltd. ➡ +65.5% 🔹Siemens Energy India Ltd. ➡ +143.1% 🔹Bharti Airtel Ltd. ➡ +7.7% 🔹HDFC Bank Ltd. ➡ +2.9% 🔹Bharat Petroleum Corporation Ltd. ➡ +194.5% #StocksToWatch"
X Link 2025-07-12T16:30Z 20.7K followers, [----] engagements

"♻ Pondy Oxides The Urban Miners Next Growth Cycle - Indias largest secondary lead manufacturer isnt just recycling metal its recycling its growth curve. - Heres the roadmap and triggers that could re-rate POCL from here [--] Capacity Inflection Point Lead Phase [--] (36K TPA) online in Q1FY26 ramping from 40-45% to 70%+ in FY26. Phase [--] (36K TPA) in H2FY26 takes total lead capacity to 204K TPA by FY27. Existing plants already at 70% utilization; smelting 90%. Why it matters: Higher volumes + operating leverage = earnings step-up. 🗣 Commercial production of Phase [--] commenced in Q1FY26 Phase [--] is"
X Link 2025-08-06T10:17Z 20.7K followers, 132.7K engagements

"Top Stocks bought by Mutual Funds in July [----] - Lets try to understand how they positioned during US tariff drama time & Q1 result season - And decode where the smart money moved [--] Parag Parikh Flexi Cap Fund 🔹E.I.D. - Parry (India) Ltd. ➡+26.3% 🔹ICICI Bank Ltd. ➡+11.2% 🔹Dr. Reddy's Laboratories Ltd. ➡+7.3% 🔹ITC Ltd. ➡+2.9% 🔹HDFC Bank Ltd. ➡+1.8% [--] HDFC Flexi Cap Fund 🔹State Bank of India ➡+39.2% 🔹Bosch Ltd. ➡+23.6% 🔹Infosys Ltd. ➡+24.4% 🔹Cipla Ltd. ➡+8.4% 🔹ICICI Bank Ltd. ➡+6.5% [--] Nippon India Multi Cap Fund 🔹Varun Beverages Ltd. ➡+75.7% 🔹Mahindra & Mahindra Ltd. ➡+58.8% 🔹FSN"
X Link 2025-08-12T14:16Z 20.7K followers, 183.1K engagements

"#DIXON Exports boom From [----] Cr in FY25 guided [----] Cr this year potential 11-12k Cr in FY26. JV engine Vivo Longcheer HKC Inventec Q Tech securing post-PLI volumes + backward integration. Appliance scale-up 10% share in refrigerators in just [--] yr; capacity 1.2m 2m units; foray into frost-free & premium categories. Margin resilience Confident of offsetting PLI expiry; targeting 120-130 bps expansion from FY27 via modules & components. Capex runway 1150-1200 Cr FY26; building full-stack EMS + camera display & mechanical parts ecosystem. - Price chart looks good but the earnings engine +"
X Link 2025-08-17T06:54Z 20.7K followers, [---] engagements

"Acutaas Chemicals The Inflection Playbook Where Growth Engines Meet Strategic Bets - Not just another chemical company. Its quietly evolving into a platform across pharma batteries & semiconductors. - Why it matters [--] Growth Engines = Cash Generators CDMO scale-up [--] projects (50100 Cr each) commercial by Q4 FY26; oncology contract visibility till 2033+ Battery additives [---] Cr capex; exports start Q4 FY26; full ramp FY27 with China+1 demand Specialty expansion Baba Fine Chem not about todays demand but as a strategic wedge into semiconductors [--] Margin Drivers = Quiet Compounding Mix shift"
X Link 2025-08-17T11:17Z 20.7K followers, 173.4K engagements

"Enviro Infra Engineers Levers Pulled for Building a 40% CAGR The Self-Reinforcing Growth engine - Orders O&M Reinvestment More Orders a self-fueling growth engine - If you want to know how EIEL plans to grow 35-40% CAGR till FY30 [--] Revenue Lever Order Inflow Engine [----] Cr+ inflow guided in FY26 likely to beat AMRUT [---] Namami Gange CETP projects = 4+ years visibility High order visibility low earnings volatility steady execution [--] Margin Lever High-Quality Projects ZLD & CETP = 30%+ margins margin-accretive growth Q1 EBITDA margin 26.7% (above guidance) trend sustainable In-house design &"
X Link 2025-09-13T13:56Z 20.7K followers, 71.5K engagements

"1 Month Sector Battle Pick Your Winner Which theme will give MAX returns in the next [--] days 🔹Auto Ancillaries GST cut + festive demand boost 🔹Data Centres Hyperscale + AI buildout momentum + Govt tax cut 🔹Textiles Export revival + festive & rural demand surge 🔹QSR & Retail Urban consumption & premiumisation on fire Drop your pick 👇"
X Link 2025-09-17T06:37Z 20.7K followers, 58.1K engagements

"Top Stocks Bought by Mutual Funds in August [----] Lets try to understand how they positioned during the US tariff drama And decode where the smart money moved [--] Parag Parikh Flexi Cap Fund 🔹Indian Energy Exchange Ltd. ➡+71.8% 🔹ITC Ltd. ➡+5.4% 🔹Maruti Suzuki India Ltd. ➡+6.6% 🔹Kotak Mahindra Bank Ltd. ➡+5.5% 🔹Axis Bank Ltd. ➡+5.9% [--] HDFC Flexi Cap Fund 🔹Maruti Suzuki India Ltd. ➡+17.3% 🔹Eicher Motors Ltd. ➡+19.0% 🔹Hyundai Motor India Ltd. ➡+14.3% 🔹Infosys Ltd. ➡+18.0% 🔹HCL Technologies Ltd. ➡+7.6% [--] Nippon India Multi Cap Fund 🔹Infosys Ltd. ➡+62.3% 🔹Cipla Ltd. ➡Fresh Entry: 210.55"
X Link 2025-09-18T15:48Z 20.7K followers, 130.2K engagements

"Smart Money Lens ROE vs ROCE Beyond Textbook - Most investors stop at definitions. - The real alpha lies in reading the patterns not just the percentages [--] Trend Snapshot Rising ROE/ROCE for 3-4 years = moat strengthening + execution quality improving Falling despite profit growth company is consuming more capital to earn same rupee [--] ROE-ROCE Gap = Leverage Detector ROE ROCE = high financial leverage is juicing returns ROE ROCE = organic clean growth safer compounding [--] Sector Relative Benchmarking 20% ROCE = Elite for Cement/Capital Goods But same 20% in FMCG or IT = below leader pack"
X Link 2025-09-20T13:06Z 20.7K followers, 111.1K engagements

"Narayana Hrudayalaya shifting gears for rerating journey Structural Rerating Playbook - From Hospital Operator ➡ Healthcare Ecosystem - Lets decode how NH is shifting gears from a cyclical hospital play to a structural compounding platform [--] FY26 Volatility ➡ Stability Cayman expansion stabilizing all services live volatility to normalize in [--] quarters Integrated Care scaling fast breakeven expected by FY26-end 85% digitalization achieved; operational efficiency improving Insurance + Clinics gaining traction; burn within [---] Cr plan ➡ Focus: Absorbing early losses building ecosystem"
X Link 2025-09-30T18:21Z 20.7K followers, 55K engagements

"Anant Raj QIP Update - Fund Raise Last Close: [------] Floor Price: [------] ( 5.4%) Max Discount: 5% [---] ( 10%) QIP Opens: Oct [--] [----] - Funds to be used for infra & data center expansion. - Its Anantraj's strategic capital to power next growth leg No Buy/Sell Recommendation #StocksToWatch #StocksInFocus #anantraj Anant Raj Roadmap to 8000+ Cr DC & Cloud Revenue - From a land-rich real estate developer ➡ to a full-stack digital infrastructure platform. - Lets decode the [----] Cr ($1B) ambition by FY32 [--] The Core Thesis Anant Raj is shifting from developer earnings annuity https://t.co/W7Cita1OnW"
X Link 2025-10-07T20:52Z 20.7K followers, 69.6K engagements

"Waaree Energies Q2FY26 Result Analysis 🌟 Record-Breaking Performance Margin Expansion Global Scale-Up Key Financials: ✦ Revenue: [----] Cr +70% YoY ✦ EBITDA: [----] Cr +155% YoY ✦ PAT: [---] Cr +134% YoY ✦ EBITDA Margin: 25.17% (+800 bps YoY) ✦ PAT Margin: 14.10% Operational Highlights ✦ [----] GW production achieved in Q2FY26 all time high output. ✦ Module capacity expanded by [--] GW to [----] GW in India. ✦ US expansion boosted via Meyer Burger asset acquisition now [---] GW capacity. ✦ Strategic acquisitions: 64% stake in Kotsons Pvt Ltd (transformers) 76% stake in Racemosa Energy (smart metering)"
X Link 2025-10-16T18:47Z 20.7K followers, 93.3K engagements

"Indias BESS Roadmap Is Here - One of the most insightful concalls this Quarter - If you want to know the future of BESS in India this concall is your cheat code. - Heres why every serious BESS investor must listen to this call [--] Energy Storage: From Optional Mandatory 🗣 Almost all new solar projects are now coming with an energy storage capacity if you are setting up [--] GW or [---] MW around 25-50% of that is now requested as storage backup. Solar + BESS is now industry default not optional Solar projects are no longer built alone 1/4th to 1/2 of capacity is now paired with batteries This"
X Link 2025-09-11T21:04Z 20.7K followers, 230.5K engagements

"Top Stocks Bought by Mutual Funds in September [----] Lets try to understand how they positioned before Q2 results And decode where the smart money moved [--] Parag Parikh Flexi Cap Fund 🔹HDFC Bank Ltd. ➡+6.0% 🔹Kotak Mahindra Bank Ltd. ➡+5.1% 🔹Axis Bank Ltd. ➡+6.8% 🔹Power Grid Corporation of India Ltd. ➡+5.9% 🔹Mahindra & Mahindra Ltd. ➡+7.1% [--] HDFC Flexi Cap Fund 🔹Axis Bank Ltd. ➡+8.3% 🔹Cohance Lifesciences Ltd. ➡New Entry: [-----] Cr 🔹State Bank of India ➡+8.7% 🔹Eicher Motors Ltd. ➡+14.8% 🔹HDFC Bank Ltd. ➡+4.1% [--] Helios Flexi Cap Fund 🔹NTPC Ltd. ➡+2210% 🔹Niva Bupa Health Insurance Co."
X Link 2025-10-15T03:26Z 20.7K followers, 300.7K engagements

"BlackBuck Strategic Road Map FY26 To FY27 - From profitability validation SuperLoads scale-up platform monetisation - A quarterly roadmap from Q2 FY26 to Q4 FY27. [--] Q2 FY26 Platform Consolidation & Efficiency ✦ Seasonally soft quarter focus on recurring payments + telematics ✦ EBITDA margin 35-36% maintained despite moderation ✦ PPI wallet pilot launched (toll + fleet top-ups) ✦ SuperLoads playbook refinement in [--] cities density validation ✦ Insurance attach-rate boosted with new licence ✦ Core groundwork for scale & automation laid 🗣 Q1 and Q2 are typically seasonal months. most of the"
X Link 2025-10-22T17:40Z 20.7K followers, 87.3K engagements

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