@selvaprathee Investors Compass
Investors Compass posts on X about india, stocks, strong, money 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 countries stocks technology brands automotive brands currencies social networks celebrities exchanges gaming
Social topic influence india, stocks #1588, strong, money, growth #1430, debt, investment #1610, ipo, finance #873, balance sheet
Top accounts mentioned or mentioned by @dhawaldoshi5 @anvith @redboxindia @gingerinvest44 @tharvind234 @thealpha10x @stockmarketind @cnbctv18live @gurusharemarket @vishpradp @niftyinvestor1 @sharmaaniket03 @investwithakhil @vishankhadke @swingblaster @vsvicky @choudhary0898 @investorsr33 @saveinvestetf @tradeinboxin
Top Social Posts
Top posts by engagements in the last [--] hours
"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
"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
"World market is greener . Nifty today what's ur view guys #Nifty #niftycrash #Nifty50 #StockMarketIndia #NSE #BSE #hmpvvirus #HMPVinIndia Up Down Up Down"
X Link 2025-01-06T23:43Z [--] followers, [---] engagements
"SOBHA LIMITED Q3 FY25 Update : 💰 SOBHA Q3 Sales Hit Rs. 13.88B up 17.8% QoQ. 🏆 Bangalore Leads with Rs. 10.01B sales 72.1% of SOBHA's total. 🚀 SOBHA Ayana Launch Boosts Bangalore Sales growth 64.5% QoQ. 🌱 Gurgaon and Pune See Sales Uptick; Tamil Nadu up 79.4% YTD. 🔝 SOBHA's Share in Q3 Sales at 90% highest due to Neopolis & Ayana. New Launches: SOBHA Ayana in Bangalore 1.13M sft [---] units. #Q3FY25 #q3businessupdate #StockMarket #StocksToWatch #NSE #SOBHA"
X Link 2025-01-07T18:06Z [--] followers, [--] engagements
"How will the Nifty react 🚀/🚨today to India's FY25 GDP growth at 6.4% (dipping to [--] years low) #GIFTNIFTY #niftycrash #Nifty50 #NSE #nseindia #giftnifty #GDPindia #GDPGrowth #StocksToWatch @CNBCTV18Live @CNBCTV18News @NDTVProfitIndia @CNBC_Awaaz Nifty already Cashed in 💸 Nifty will drop further 🚨 Nifty already Cashed in 💸 Nifty will drop further 🚨"
X Link 2025-01-07T18:39Z [--] followers, [---] engagements
"IT sector Q3FY25 Outlook: Seasonally soft Q3 for IT sector recovery on track 🌧 Demand environment stable discretionary spend recovery expected 📊 With Steady Q3 growth Coforge HCLT Persistent LTTS leading the pack (+3.5% to +6.5% CC QoQ)🏆 Deal flows stable but margins to contract for some with wage hike (Wipro LTIM BSOFT)📉 Guidance Upgradation expected in INFY HCLTech FSL Positive sector outlook Gen AI a huge opportunity🧠 #INFY #LTTS #WIPRO #LTIM #BSOFT #FSL #NIFTY #NIFTY50 #hcltech #COFORGE #persistent #StockMarketIndia SOURCE : NUVAMA"
X Link 2025-01-09T14:25Z [---] followers, [---] engagements
"📊 Company-Specific Q3 FY25E Forecasts Cyient ❌: 📉 guidance downgrade expected. Birla Soft ❌: 📉 expect margin contraction. Coforge ✅ : 🚀 stable deal wins. HCL Tech ✅: 📈 guidance upgrade anticipated. Firstsource ✅: 📈 organic growth guidance upgrade. Infosys ✅: 📈 expect revenue & margin guidance increase. Persistent Systems ✅: 🚀 strong deal flow margin expansion. #persistent #Infy #FSL #COFORGE #BSOFT"
X Link 2025-01-09T15:29Z [---] followers, [---] engagements
"US Jobs Soar: Dollar Strengthened & Fewer Rate cuts 🚩 Jobs Report: December's payrolls surged by 256k exceeding expectations by a wide margin. 🚩Unemployment Rate: Dropped to 4.1% lower than the anticipated 4.2%. 🚩Wage Growth: Average hourly earnings up by 0.28% MoM in line with consensus. 🚩Market Impact: S&P [---] fell as strong job data suggests fewer Fed rate cuts. 🚩Bank Forecasts: Major banks like Bank of America revising down rate cut expectations for [----]. 🚨 Strengthened Dollar Index will make emerging market like ours to underperform 😔 #JobsReport #Economy #SP500 #Nifty #Nifty50"
X Link 2025-01-11T05:42Z [---] followers, [--] engagements
"Crude oil Price 🚀 : 🌟 New tough US sanctions on Russia's oil sector. 🚢 Targets: Russian oil giants and insurers. 🛢 Disrupts oil flow to India. Indian refiners to shun oil from sanctioned sources. 📉 Russia may sell below $60/barrel to use Western services. 📅 Transition period until March [--] for some transactions. 🌍 Global oil prices rise by 3%. Source : #Crudeoil #USOIL #niftycrash #nifty #indianstockmarket https://www.reuters.com/business/energy/new-us-sanctions-russian-tankers-hit-oil-supplies-india-refining-sources-say-2025-01-10/"
X Link 2025-01-11T06:35Z [---] followers, [---] engagements
"Impact of Strong USD and High Oil Prices on NIFTY : 📉 Exports Decline: Higher USD value makes Indian products pricier abroad. ⛽ Import Costs Rise: Expensive oil increases business expenses. 💸 Rupee Depreciation: Leads to higher import costs fueling inflation. 📈 Inflation: Potential for RBI rate hikes impacting growth. 🛍 Consumer Spending: Reduced due to higher fuel costs. 🛢 Some Sectors Gain: Oil & gas might benefit from price hikes. 🌍 Foreign Investment: Less attractive for foreign investors. 🌪 Market Volatility: Increased due to economic shifts. #Economy #NIFTY #inflation"
X Link 2025-01-11T06:50Z [---] followers, [---] engagements
"DMart's Q3 FY25 results: Margin pressure & CEO change 🚨 📈 Revenue up & 💰 Net profit increased 📉 EBITDA margin decreased to 7.9% from 8.5% YoY (8.1% QoQ). Margin pressure continues 🏬 Same store revenue growth for 2+ year old stores at 8.3% (0.9% QoQ) 👨💼 Neville Noronha stepping down as CEO . 🌟 Anshul Asawa from Unilever new CEO from Mar [--] [----]. #DMart #Nifty50 #StocksInFocus"
X Link 2025-01-11T17:20Z [---] followers, [----] engagements
"INDIA'S INFLATION DIPS 📉 India's Retail Inflation dips to 5.22% in Dec '24 a 4-month low 🍏 Food prices soften inflation under 9% after [--] months 🧭 Core inflation at 3.7% signaling economic steadiness. #inflation #economy #nse #StockMarketIndia #StocksToWatch"
X Link 2025-01-13T11:02Z [---] followers, [---] engagements
"🔥NO HICCUPS FOR RUSSIAN OIL 🛢 India anticipates smooth Russian oil flow for the next [--] months ⚓ No hiccups expected with sanctioned parties or ships. 📈 Government trusts in sustaining current import volumes from Russia. Source: Business Standard #Crudeoil #StockMarketIndia #stockmarketcrash #stockstofocus"
X Link 2025-01-13T11:36Z [---] followers, [--] engagements
"SEBI approves JSW Cement's [----] Cr IPO after 4-month delay: 🏭 IPO to fund new cement unit in Rajasthan 🔄 Offer for Sale by investors like Apollo Global & SBI 📅 Market debut expected soon #JSWCEMENT #IPO #ipoupdate #IPONews"
X Link 2025-01-13T15:24Z [---] followers, [---] engagements
"📢 Kalyan Jeweller Call Takeaways: ✈ No intention to purchase aircraft 📚 Consistently upheld high standards in accounting auditor quality & governance. 🚫 IT Raid and inventory overvaluation rumors debunked 🚫 No income tax raids on any location 🎯 On course to meet goals 📝 Franchise agreement updates won't affect current franchisees 🤝 New agreements are beneficial - already onboarding new franchise partners. #KalyanJewellers #BusinessUpdates @ndtvprofit @CNBCTV18Live #kalyan #kalyankjil"
X Link 2025-01-14T07:22Z [---] followers, [---] engagements
"US ECONMIC DATA: US PPI up 0.2% in Dec below expectations 📉 🤏 Core PPI flat at 0.0% MoM signals cooling inflation 🧊 🔥 Dollar Index under pressure from softer inflation data 💹 good for our market #StockMarketIndia #Nifty50 #StocksInFocus #StocksToWatch #USEconomicData U.S. December PPI at 0.2% (MoM) vs estimate of 0.3% U.S. December PPI at 3.3% (YoY) vs estimate of 3.3% Here's more👇 https://t.co/4zLOdy27qC #USEconomicData U.S. December PPI at 0.2% (MoM) vs estimate of 0.3% U.S. December PPI at 3.3% (YoY) vs estimate of 3.3% Here's more👇 https://t.co/4zLOdy27qC"
X Link 2025-01-14T14:56Z [---] followers, [---] engagements
"NSE Indices Expectations: March Rebalancing 📅 Announcement in Feb [----] effective from March [--] [----] 📊 Index provider assumes avg free float market cap from Aug [--] to Jan [--] ➕ Potential Inclusions: 🏦 Jio Financial Services (JIOFIN) 🍽 Zomato (ZOMATO) ➖ Potential Exclusions: ⛽ Bharat Petroleum Corporation (BPCL) 🍪 Britannia Industries Source: Bloomberg #ZOMATO #JIOFIN #BPCL #StockMarketIndia #StocksInFocus #stocksinnews #stockstofocus #NSE #nseindia"
X Link 2025-01-14T15:58Z [---] followers, [---] engagements
"Bank of Maharashtra Q3 FY25 🔥 Quarter of growth & stability Asset Quality improved Great show 🔥 🔝 Net profit [----] Cr 🔥 🔻 Gross NPA down QoQ to 1.80% 🔄 Net NPA unchanged QoQ at 0.20% 💸 NII up [----] Cr 🔥 📝 Provisions down QoQ at [---] Cr down YoY from [---] Cr #Q3FY25 #Q3Results #BankofMaharashtra #StocksToWatch #stockstofocus"
X Link 2025-01-15T09:54Z [---] followers, [----] engagements
"U.S Inflation data : US Core CPI at 0.2% MoM in Dec below expectations 📉 🧐 Core CPI at 3.2% YoY lower than expected 🔥 Inflation at 0.4% MoM & 2.9% YoY in line with estimates . 💲 Dollar Index under more pressure dropped to [-----] 📉 💸 good for our market. #USEconomicData U.S. December core inflation rate at 0.2% (MoM) vs estimate of 0.3% U.S. December core inflation rate at 3.2% (YoY) vs estimate of 3.3% Here's more👇 https://t.co/vvEJ7mnGEQ #USEconomicData U.S. December core inflation rate at 0.2% (MoM) vs estimate of 0.3% U.S. December core inflation rate at 3.2% (YoY) vs estimate of"
X Link 2025-01-15T15:02Z [---] followers, [---] engagements
"#TRANSRAIL Q3FY25 : Good 📊 Revenue: [----] Cr ( 11.6% YoY) 🏆 Net Profit: [--] Cr ( 21.5% YoY) 💸 PBT: [--] Cr ( 28.3% YoY but QoQ) 📈 EPS: [----] ( 9.6% YoY) 📈 Robust Profitability Growth: Transrail Lighting has shown significant improvement in profitability this quarter. ⚙ Operational Efficiency: The company has enhanced its operational performance navigating a competitive market effectively. 💰 EBITDA Increase: Higher EBITDA indicates successful cost optimization efforts. 📊 Margin Improvement: Margins have grown reflecting better financial health. #transrail #Transraillighting #Q3Results"
X Link 2025-01-15T17:25Z [---] followers, [---] engagements
"AUTO SECTOR Q3FY25 Outlook : 🚗 Balkrishna Industries: Revenue growth YoY aided by domestic autos and exports. EBITDA margin to contract. 🏗 Watch for: manufacturing facility progress 🤝 Watch for: customer tie-ups. 🛞 Apollo Tyres: Positive revenue growth from India/tyre business. EBITDA margin to contract. 🛠 Watch for: replacement demand 💹 Watch for: margin recovery. 🔨 Bharat Forge: Marginal revenue growth from industrial segment. EBITDA margin to expand. 🚗 Watch for: EV share of business. 🪢 Motherson Sumi Wiring Systems: Revenue growth from auto industry. EBITDA margin to contract. 🚙"
X Link 2025-01-16T06:44Z [---] followers, [---] engagements
"🚗 Ashok Leyland: Revenue growth YoY due to better realisations. EBITDA margin to contract. 🚚 Watch for: CV demand outlook. 🚗 Bajaj Auto: Volume growth and better realisations to aid revenue growth. EBITDA margin to contract due to higher discounts. 🛵 Watch for: demand outlook in domestic and overseas markets. 🚗 CEAT Limited: Revenue growth YoY driven by replacement demand. EBITDA margin to contract due to higher input prices. 🛞 Watch for: replacement demand and input cost outlook. 🚗 Eicher Motors: Robust volume growth to support revenue growth. EBITDA margin to decline on higher"
X Link 2025-01-16T06:54Z [---] followers, [---] engagements
"Sterling & Wilson Renewable Energy - Q3FY25 Results 📊 Q3 FY2025 (Cons): Revenue: [-------] crore (🔼 78.3% QoQ) Net Profit: [-----] crore (🔼 100.0% QoQ) 9M FY2025 (Cons): Revenue: [-------] crore (🔼 103.6% YoY) Net Profit: [-----] crore (🔼 114.4% YoY) 🚨 Management guidance for FY25: Revenue target set at [----] crore ( at start of FY25) with [-------] crore achieved so far. But with only one quarter left can they really achieve the remaining [-------] crore revenue targets 🏆📉 🚨 Regarding CEO Resignation: Amidst these results there's also the news of the CEO stepping down which could impact"
X Link 2025-01-16T08:27Z [---] followers, [----] engagements
"Brokerage Firms Ratings on Reliance Industries Post Q3FY25 📈 Nomura: Buy - Optimistic about growth in tariff hikes retail and new energy. 🚀 CLSA: Outperform - Positive on Jio IPO 5G and energy projects. 💹 UBS: Buy - Sees potential in 5G home connects and lower capex. 🔝 JP Morgan: Overweight - Expects growth in telecom and recovery in refining. 💰 Goldman Sachs: Buy - Focuses on refining and retail growth. 📊 Jefferies: Positive on expected tariff hikes and Jio turning free cash flow positive. 🗺 Macquarie: Neutral - Acknowledges challenges but sees long-term potential in Jio. 🏦 BofA: Buy"
X Link 2025-01-17T02:22Z [---] followers, [---] engagements
"Analyst Ratings on Infosys Post Q3FY25 Results : 📈 CLSA: Outperform - Encouraged by the company's large deal wins and improved margin outlook. 🚀 JP Morgan: Overweight - Positive on the growth trajectory but cautious about the guidance for the next quarter. 💹 Jefferies: Buy - Notes the strong performance in BFSI and deal wins suggesting a positive outlook for FY25. 🔝 Macquarie: Outperform - Appreciates Infosys's focus on cost optimization and growth in digital services. 🏦 BofA: Buy - Highlights signs of discretionary spend recovery in European BFSI and US retail/CPG. 📈 Morgan Stanley:"
X Link 2025-01-17T02:30Z [---] followers, [---] engagements
"#CAPLIN Gets USFDA approval for new Drug : Caplin Point Labs gets USFDA nod for Levetiracetam Injection 💉 Expanding injectables lineup 📈 Potential boost in US market share #CaplinPointLabs #StocksInFocus #StocksOnRadar #StockMarketIndia #StockToWatch"
X Link 2025-01-17T06:49Z [---] followers, [---] engagements
"Tech Mahindra Q3 FY25 Results : Robust Profit Growth Amidst Revenue Challenges FY25 guidance rised to 4.5-5.0% 🔥 📈 Profit Surge: 96% YoY increase reaching Rs [---] crore. 💰 Revenue Growth: Up by 1.4% YoY amounting to Rs [-----] crore (QoQ revenue drop might be due to seasonal factors project completions or client spending cycles). 📊 EBIT Margin: Reached 10.16%. 📞 Communications Segment: Growth noted. 🏢 Enterprise Segments: Mixed performance. 🌬 Tailwinds: Strategic focus on cost optimization and growth in communications could serve as tailwinds. 🌪 Headwinds: Global economic conditions and"
X Link 2025-01-17T11:12Z [---] followers, [----] engagements
"Wipro Q3 FY25 Results : Beats Estimates with Solid Margin Expansion 💰 Revenue from Operations: [-------] crore (flat 0.1% QoQ marginally 0.5% YoY) 📈 Net Profit (PAT): [----] crore (4.3% QoQ 24.6% YoY led by lower depreciation costs) 💹 Earnings Per Share (EPS): [----] (4.6% QoQ 24.4% YoY) 📈 Revenue Guidance: Changed to -1% to +1% for Q4 FY25 in constant currency (CC). 🤝 Deal Wins: Large deal wins at $961 million in Q3 (🔽down 36%). 📊 Operating Margin: Increased to 17.4% from 16.8% QoQ (). #wipro #WIPRO #StockMarketIndia #StocksInFocus #StocksToWatch #Q3Results #Q3FY25 #Q3WITHCNBCTV18"
X Link 2025-01-17T12:27Z [---] followers, [----] engagements
"🚀 Swan Defence and Heavy Industries Re-listing Soon 🚀 (Formerly Reliance Naval) 📅 Re-listing Date: Shares to resume trading on NSE/BSE from January [--] [----] (Monday) (#T2T) 📊 Script Code: [------] Code: SWANDEF 💼 Management Control: Swan Energy took control in Jan [----] (74% equity). Company Profile: India's largest in shipbuilding repairs and heavy fabrication (144000 tonnes/year). 🛠 Recent Achievement: Completed refit of ICG's Raj Ratan vessel ahead of schedule. 🌍 Future Plans: Aiming to become a global maritime hub. #SwanDefence #Shipbuilding #NSE #BSE #T2T #StocksToWatch #stockstofocus"
X Link 2025-01-18T01:24Z [---] followers, [----] engagements
"🌟#IHCL's Q3FY25 Highlights ( in short ) & Q4FY25 Guidance : Blockbuster results 💰 Revenue: INR [----] crore 29% YoY growth. 📊 EBITDA: INR [----] crore 32% YoY growth Margin : 39.4% 📈 PAT: INR [---] crore 29% YoY growth. 🏨 Domestic Income : 13% RevPAR growth. 🌍 International Income: 9% RevPAR growth ( in that 25% from US) New Businesses: Ginger Qmin am Stays & Trails aided 40% revenue growth. 🌱 Expansion Momentum : 📝 [--] hotels signed in Q3 🏗 [--] new hotels opened with that total [---] total operational . 🔋Green Initiatives: ♻ Using 37% renewable energy [---] EV chargers water recycling. 🔥"
X Link 2025-01-18T04:36Z [---] followers, [----] engagements
"Hyundai and TVS Forge Ahead in Electric Mobility Partnership : 🚗 Hyundai & TVS partner for India's urban mobility. 🌍 Showcased Micro Mobility Concept EVs at Bharat Mobility Global Expo [----]. 🛵 Partnership focuses on developing advanced electric three-wheelers and micro four-wheelers 🌱 Commitment to sustainable mobility. 🤝 TVS expressed pride in this partnership with Hyundai. 🔧 Human-centered design with advanced tech with cutting edge technology. Enhancing last-mile connectivity in Indian cities. #TVS #Hyundai #StocksInFocus #StocksToWatch #stockmarketIndia"
X Link 2025-01-18T08:04Z [---] followers, [---] engagements
"🌟 Netweb Tech Q3 FY24 Results : ⚡ Good Q3 growth toned-down by elevated valuations and cost concerns 📊 Revenue: [---] Cr 📈 (+31.8% YoY) 💰 PAT: [--] Cr 💹 (+30.43 % YoY) 🪙 EPS: [----] [-----] (9M) 🔍 Key Insights (Q3 Positives): [--] Strong revenue growth (+31.8% YoY) 📦💼 [--] Improved operational efficiency boosts PBT (+28% YoY) ⚙📈 ⚠ Negatives: [--] Material costs remain high pressuring margins 📉 [--] Employee expenses are growing faster 📈💼 💡 Valuation Note: ⚖ Cost Pressures: Rising material and employee costs could challenge profitability making the premium valuation (P/E of 130) more risky. #netweb"
X Link 2025-01-18T15:45Z [---] followers, [---] engagements
"#TechMahindra Q3 FY25: Analyst Ratings Snapshot 📈 CLSA: Buy TP: [----] Highlights strong deal wins & margin growth. 🤔 J.P. Morgan: Neutral TP: [----] Cites telecom revenue concerns. 🔎 Morgan Stanley: Overweight TP: [----] Notes solid order bookings & profit. Macquarie: Outperform TP: [----] Applauds margin expansion. ⚖ BoFA: Neutral TP: [----] Flags telecom segment challenges. 📊 Nuvama: Buy TP: [----] Focuses on improved deals & margins. 📉 Nomura: Reduce TP: [----] Concerned about revenue decline. A balanced outlook blending optimism and caution #TECHM #StocksToWatch #stockstofocus #StockMarketIndia"
X Link 2025-01-20T03:05Z [---] followers, [---] engagements
"Airtel and Bajaj Finance Strategic Partnership Details 🤝 Partnership Objective: Aimed at creating one of India's largest digital platforms for financial services. 🌐 Digital Transformation: The partnership seeks to transform the last-mile delivery of financial services making them more accessible digitally. 📱 Airtel's Commitment: Airtel will progressively offer most of Bajaj Finances retail financial products to its vast customer base of [---] million. 💼 Synergy of Strengths: Combines Airtel's powerful digital platforms with Bajaj Finances diverse suite of [--] product lines AI-driven"
X Link 2025-01-20T06:56Z [---] followers, [---] engagements
"#Zomato Q3FY25 Result Analysis : Below estimates Weak commentary Key Highlights: 📊 Revenue: YoY: 64.4% 🚀 💵 Net Profit: YoY: 57.2% 📉 Positives ✅: 🚀 Revenue Growth: Strong in Hyperpure & Quick Commerce 🏢 Cost Efficiency: Inventory costs managed. Negatives ❌: 📉 Profit Decline: Due to increased costs. 💸 💵 Rising Expenses: Delivery employee marketing. 🚚👥📣 ⚠ Regulatory Risks: [---] crore GST notices. 🚨 🔻 Losses: From Hyperpure Quick Commerce . 🛒📉 Commentary from Zomato : 🚨Food Delivery: Long-term 20%+ YoY GOV growth expected current slowdown since Nov noted but confident in"
X Link 2025-01-20T11:25Z [---] followers, [----] engagements
"🚨 TRAI New Rules Alert Negative tor Telcos ( AIRTEL JIO VI) 🔥Second SIM users benefit Telcos APRU will be down 🚨 🔄 Users can now keep their SIMs active for more than [--] days without recharge 👌 📉 ARPU of telcos might decrease due to extended inactivity without revenue 🔓 Rs [--] balance auto-extends SIM for [--] days if inactive over [--] days. 📱 Airtel SIMs get a 15-day grace period post the initial [--] days for reactivation. 🌍 BSNL offers the longest validity period keeping SIMs active for [---] days without recharge 🔥 🚀 Jio: SIM active for [--] days without recharge; incoming calls may last"
X Link 2025-01-20T19:21Z [---] followers, [---] engagements
"HDFC Bank Q3FY25 Expectations🏦: Weak loan growth Flat Margin Deposit growth 🚨 HDFC Bank Q3FY25 Preview 🏦 📊 Net Profit: Expected to grow 8% YoY weighed down by subdued loan growth and stagnant margins 🚨 💸 Net Interest Income (NII): Projected to rise 1.6% YoY limited by slower loan disbursements and margin pressure 📊. 📉 Loan Growth: 3% YoY as focus shifts to improving LDR. 💰 Deposit Growth: Robust 16% YoY to [---] lakh crore. 📊 NIM: ➖Flat at 3.6% YoY due to cautious post-merger adjustments. ⚠ Asset Quality Decline: GNPA: 1.4% (+16 bps YoY). NNPA: 0.4% (+12 bps YoY). Reason: Rising"
X Link 2025-01-21T09:30Z [---] followers, [---] engagements
"Adani Energy Solutions Secures [-----] Crore Order 🔥 🔌 Bags its largest-ever power transmission project connecting Rajasthan and Uttar Pradesh via HVDC. 📊 Boosts order book to [-----] crore enhancing its infrastructure pipeline. 🌐 Expands network to [-----] km and transformation capacity to [-----] MVA. ⚡ Reinforcing India's energy infrastructure and advancing sustainable growth. #Adani #EnergySolutions #PowerTransmission #India #adanienergy #adaniensol #stocksinnews #stockstofocus #stockmarketsindia #StockInFocus"
X Link 2025-01-21T09:56Z [---] followers, [----] engagements
"@REDBOXINDIA Adani energy solution rised it order to 54000+ cr now https://x.com/selvaprathee/status/1881642047968547300t=N4OVUQOz9WK-0nvzAV9GTw&s=19 Adani Energy Solutions Secures [-----] Crore Order 🔥 🔌 Bags its largest-ever power transmission project connecting Rajasthan and Uttar Pradesh via HVDC. 📊 Boosts order book to [-----] crore enhancing its infrastructure pipeline. 🌐 Expands network to [-----] km and https://x.com/selvaprathee/status/1881642047968547300t=N4OVUQOz9WK-0nvzAV9GTw&s=19 Adani Energy Solutions Secures [-----] Crore Order 🔥 🔌 Bags its largest-ever power transmission project"
X Link 2025-01-21T10:00Z [---] followers, [----] engagements
"📢 IndiaMART Q3 Earnings Highlights : 🔥Consistent & strong Performance Net Profit: 47.6% to [---] Cr (YoY) Revenue: 16% to [-----] Cr (YoY) Strong revenue growth EBITDA: 61.4% to [-----] Cr (YoY) EBITDA Margin: 39% vs 28.1% (YoY) Improved margins 🔥 #indiamart #stocksinnews #stockmarketsindia #stockstofocus #stocksinnews #stocksinradar #q3fy25results"
X Link 2025-01-21T10:45Z [---] followers, [----] engagements
"ICICI Prudential Life Insurance Q3 FY25 Results: Strong Growth Amid Challenges Key Highlights: 📊 Net Profit: [---] crore (+43% YoY) up from [---] crore last year. 💰 Net Premium Income: [----] crore (+23.5% YoY) driven by a 78% surge in single premiums. 📈 Value of New Business (VNB): [----] crore (+8.5% YoY) for 9M FY25. 🚀 Annualized Premium Equivalent (APE): [----] crore (+27% YoY) over [--] months. 📉 VNB Margin: Declined to 22.8% (from 26.7%) reflecting a higher share of ULIP in the product mix. 🔗 ULIP Contribution: 50.8% of product mix by APE (up from 43.1% YoY). Key Points: 🚀 Strong growth in"
X Link 2025-01-21T14:32Z [---] followers, [---] engagements
"@_anishaj Madam The chances of asset quality decline are higher primarily due to post-merger consolidation issues. Your view about asset quality"
X Link 2025-01-21T18:36Z [---] followers, [---] engagements
"Coforge Q3FY25 Result Highlights : ⚖ Balanced Growth at cost of slow Margin improvement Orders & Acquisition 🔥 📈 Revenue Growth: 8.4% QoQ in CC 40.3% YoY at [----] cr ( Good) 💹 EBIT Margin: Improved slightly to 9.5% from 9.4% QoQ ( Improved very less than street estimates) 💵 Operating Cash Flow: Up 211% QoQ to $47.0 Mn 💰 Net Profit: Increased by 6.6% to INR [-----] crore QoQ 🛒 Order Intake: Over $500M for 2nd consecutive quarter ✍ Large Deals: [--] significant deals in NA and ASEAN 🚨Headcount: [-----] total net addition of [---] 🚨 Attrition Rate: 11.9% for the December quarter 📊 Cigniti Revenue"
X Link 2025-01-23T02:34Z [---] followers, [---] engagements
"Adani Energy Solutions' Q3FY25 results Highlights & Guidance : 🚀Strong Performance 🦾Strong orderbook 🚀 Profit Surge: Profit After Tax (PAT) increased by 79.6% YoY to [---] crore. 💰 Revenue Growth: Revenue from operations rose by 27.8% YoY to [----] crore. 📈 EBITDA Performance: EBITDA grew by 39.2% YoY to [----] crore with improved margins by [---] basis points to 36.5%. 🏆 Transmission Incentives: Earned [--] crore in Q3FY25 and [--] crore for 9MFY25. 🏗 New Transmission Projects: Secured Khavda Phase IV (3455 crore) and Rajasthan Phase III (25000 crore) adding [----] ckm to the under-construction"
X Link 2025-01-23T15:46Z [---] followers, [---] engagements
"At Davos [----] Trump highlights: 🔋 Energy Expansion: Calls to double U.S. energy capacity for AI growth pushing coal power plants. 💵 Tariffs: Threatens tariffs on imports to boost U.S. manufacturing. 🛢 Oil Prices: Urges OPEC to cut oil prices linking it to ending the Russia-Ukraine war. 🛡 NATO Spending: Demands allies increase defense budgets to 5% of GDP. #Davos2025 #TrumpSpeech #GlobalEconomy #RenewableEnergy #NATO #OPEC #Oil #RussiaUkraineWar"
X Link 2025-01-23T16:56Z [---] followers, [---] engagements
"Ambani's Mega Data Center Project in India : 🌍 World's Biggest Data Center: Mukesh Ambani plans to build a 3-gigawatt data center in Jamnagar Gujarat surpassing any existing data center globally. 💻 AI Semiconductors from NVIDIA: Reliance is collaborating with NVIDIA for advanced AI infrastructure in India. 💰 Massive Investment: The project is estimated to cost [---] lakh crores. ⚡ Focus on Renewable Energy: Reliance aims to power the facility using renewable energy sources. 🧠 AI Development Goals: Reliances "Jio Brain" aims to democratize AI by making applications more affordable and"
X Link 2025-01-24T02:59Z [---] followers, [----] engagements
"📈 BoJ's rate hike to 0.50% ( By [--] bps) could impact Indian companies with high yen exposure. Key players: 💰 JSW Steel REC PFC NTPC HUDCO: 230B debt vulnerable to yen appreciation. 🚗 Maruti Suzuki: Higher royalty payments to Suzuki. 🔧 JTEKT India Lumax Industries: Increased royalties to Japanese parents. Stay tuned for market shifts 🌍📉 #Yen #StockMarketIndia #BOJ #StocksInFocus #StocksToWatch"
X Link 2025-01-24T03:39Z [---] followers, [---] engagements
"🌏 Sri Lanka Revoked PPA amde with Adani Power Deal: 🌬 Project: Adani's 484-MW wind plant in Mannar & Pooneryn under Supreme Court review for environmental issues. 🧐 Panel: A new cabinet-appointed panel to re-evaluate the project. 🛑 Deal: Power purchase agreement canceled previously criticized by current ruling party when in opposition. 🏛 Anti-Corruption: President Dissanayake commits to fighting corruption recovering assets. #SriLanka #Adanipower #adani #StocksInFocus #StocksToWatch"
X Link 2025-01-24T08:01Z [---] followers, [----] engagements
"NTPC GREEN Secures 300MW Solar Project 🌞⚡ 🌍 NTPC Renewable Energy Limited wins 300MW solar project in NHPC's tender. 💡 Includes 150MW/300MWh Energy Storage System for enhanced efficiency. ⚡ Secured at 3.09/kWh under competitive bidding. A step closer to a greener future 🌱 #ntpcgreen #ntpc #StocksInFocus #StocksToWatch #stocksinnews #stockmarketsindia"
X Link 2025-01-24T08:47Z [---] followers, [---] engagements
"#ICICI Bank Q3FY25 RESULT analysis: 🔥 Robust growth & Stability Provision Challenges 🚨 💼 Profit & Operating Metrics 📈 PAT: [-----] crore (+14.8% YoY) 💹 PBT: [-----] crore (+14.5% YoY) 💼 PPOP: [-----] crore (+14.7% YoY) Treasury Income: [---] crore (vs. [---] crore Q3-2024) 💳 Core Financial Metrics 💰 NII: [-----] crore (+9.1% YoY) 💵 NIM: 4.25% (Q3FY2025) Q2FY2025: 4.27%; Q3FY2024: 4.43% 📊 Non-Interest Income: [----] crore (+12.1% YoY) 💳 Fee Income: [----] crore (+16.3% YoY) 🏦 Balance Sheet Metrics 💰 Total Deposits: [-------] crore (+14.1% YoY +1.5% QoQ) Average Deposits: [-------] crore (+13.7% YoY)"
X Link 2025-01-25T12:42Z [----] followers, [----] engagements
"🚀 L&T to Build Uzbekistan's First AI-Enabled Data Centre 🌍 Location: Tashkent Uzbekistan 🔧 Scope: 10-Megawatt sustainable data centre 💡 Technology: Advanced AI capabilities & cutting-edge security. 🌱 Focus: Sustainability & energy efficiency. 💰 Worth: Classified as a "Significant" project (1000-2500 Cr) 🤝 Expertise: L&T's proven track record in global mega-projects 🎯 Transforming regional tech standards. #AI #Sustainability #Innovation #larsentoubro #larsen #StocksInFocus #StocksToBuy #indianstockmarket"
X Link 2025-01-28T05:00Z [---] followers, [---] engagements
"🚀 JSW Steel Completes Acquisition of thyssenkrupp Electrical Steel India 🏗⚙ 📌 Key Highlights: ✅ Jsquare (JSW JFE JV) acquires 100% equity of tkES India 📅 Transaction completed on Jan [--] [----] 💰 Total deal value: [------] Cr 🔄 Includes equity purchase & tech transfer from thyssenkrupp 📊 Strategic Benefits: ⚙ Strengthens JSW Steels electrical steel portfolio 🔬 Enhances technology & product innovation ⚡ Supports growth in Indias energy & electrical sectors 🔮 Future Outlook: 📈 Expanding high-value electrical steel production 🌍 Leveraging global tech for innovation 🔗 Strengthening supply"
X Link 2025-01-30T16:12Z [----] followers, [---] engagements
"🚀 Shakti Pumps Concall Key Takeaways ( Q3FY25) 🔥 🚨 DCR Panel Shortage Funding delays affect working capital 🔥 [---] Cr QIP for in-house [---] GW DCR Panel Manufacturing 🔥25 to [--] % YoY growth target Business double in three years In brief : 🚀 Business Growth ⚡ Expansion into EV motors & controllers securing OEM pilot orders. 🏭 Capacity Utilization: 62% new capacity expected by FY27. 🏛 Government & Policy Support 💰 Funding delays impact working capital but payments secured. 📦 Orders from Maharashtra: [---] Cr secured new tender in 15-20 days. ⚠ DCR Panel Shortage & Impact 🚨 Limited DCR"
X Link 2025-01-30T20:42Z [----] followers, [----] engagements
"Nazara Technologies Expands Esports Empire with NODWIN Gamings StarLadder Acquisition 🎮 💰 Deal Breakdown: 🔹 $5.5M (INR [-----] Cr) for total acquisition 💵 $2M (INR [--] Cr) in cash 📈 $3.5M (INR [-----] Cr) via NODWIN Gaming Pte shares 👨💼 Leadership: 🛡 Roman Romanstov remains as a shareholder & leader 🌍 Why It Matters: 🎯 Expands AAA esports IP & event production 🌎 Strengthens global reach in esports 🤝 Complements Nazaras growth strategy 🔥 Boosts NODWINs competitive position in gaming 🎮 Nazara is leveling up in esportsbiggest move yet #NazaraTechnologies #NODWINGaming #StarLadder"
X Link 2025-01-31T02:54Z [----] followers, [---] engagements
"🚀 Waaree Energies secures SECI order for [-----] MT Green Hydrogen per annum 🌍⚡ 🏭 Project: [-----] MT/annum Green Hydrogen Production Facility 🏅 Awarded by: Solar Energy Corporation of India (SECI) 🏢 Recipient: Waaree Clean Energy Solutions Pvt. Ltd. (Wholly owned subsidiary of Waaree Energies) 📜 Scheme: SIGHT (Model-1 Tranche-II) 🌱 Powering Indias Green Hydrogen Transition What is SIGHT scheme benefits The SIGHT Scheme under Indias Green Hydrogen Mission provides incentives for domestic production for this (Mode [--] Tranche II) they will get 50/kg (Year 1) 40/kg (Year 2) and 30/kg (Year 3)."
X Link 2025-01-31T23:04Z [----] followers, [---] engagements
"📉 Trump Tariffs Shake Auto & Metal Stocks 🚗 Auto Ancillary Stocks: Brace for volatility as new tariffs hit key sectors. 🌍 Global Commodities: Vedanta NALCO tumble over 5% on metal index losses. Tariff Details: 10% on China 25% on Canada & Mexico sparking trade war fears. 📉 Metal Prices: Copper steel zinc down 1-3% on LME. 💵 Stronger Dollar: Up 1.2% making metals pricier globally. Chinas Response: Promises countermeasures & WTO complaint. 📈 US Steel: Likely to benefit from pricier imports boosting domestic prices. #MarketNews #TrumpTariffs #GlobalTrade #StocksToWatch #AutoStocks"
X Link 2025-02-03T05:18Z [----] followers, [---] engagements
"📢 Bank of Baroda - Board Meeting Notice for capital raising agenda 🏦 🗓 Date: 13th February [----] 💼 Agenda: Consider capital raising via common equity including QIP (Qualified Institutional Placement) 📅 Tranches: Up to 31.03.2026 & beyond ✅ Subject to: Statutory/regulatory approvals #StocksInFocus #StocksToWatch #stocksmarketsIndia #BOB #bankbaroda"
X Link 2025-02-03T10:30Z [----] followers, [---] engagements
"Sky Gold Ltd (#skygold) Q3FY25 Result Analysis and guidance: 🪙BLOCKBUSTER Strong Revenue growth Excellent Guidance & Capex ➕ 🔑 Key Financials: 💰 Revenue: [------] Cr (+116.74% YoY) 📈 EBITDA: [-----] Cr (+217.60% YoY) 💵 PAT: [-----] Cr (+309.10% YoY) 📊 EBITDA Margin: 5.74% (+182 bps YoY) ✅ What Went Right: 🚀 Triple-digit growth in revenue & profits 🎯 Hit [----] Cr revenue guidance for Q3 🔥 🎁 9:1 Bonus shares issued 🏬 Expansion & Growth: 🏗 New Acquisitions: Star Mangalsutra Sparkling Chains 🔝 Boosted market position by expanding the product portfolio. 💎 Upcoming Entry into the lab-grown"
X Link 2025-02-03T15:51Z [----] followers, [----] engagements
"@REDBOXINDIA Titagarh rail good move in diversification into two new business verticals https://x.com/selvaprathee/status/1886604025262383432t=4a4tgOulR_EBD71TLl-fIQ&s=19 🚟 Titagarh Rail Systems Ltd. Enters into two more business verticals 🚀 📢 The company is venturing into two new business verticals: 🔹 Shipbuilding & Maritime Systems 🛳 Shipbuilding ship repair & marine activities ⚓ Competing with Mazagon Dock Cochin Shipyard & Garden https://x.com/selvaprathee/status/1886604025262383432t=4a4tgOulR_EBD71TLl-fIQ&s=19 🚟 Titagarh Rail Systems Ltd. Enters into two more business verticals 🚀"
X Link 2025-02-04T03:45Z [----] followers, [----] engagements
"@nid_rockz Niva Bupa good performance but renewal rate dropped is a slight concern bro"
X Link 2025-02-04T13:47Z [----] followers, [---] engagements
"@REDBOXINDIA Niva bupa good performance robust growth good profit but renewal rate dropped is a concern. https://x.com/selvaprathee/status/1886762629596897586t=vOX_h25MSyTCEVzDm82LPQ&s=19 📊 Niva Bupa Health Insurance Q3FY25 Results Analysis 🚀 Good Robust revenue GWP Combined Ratio Renewal rate dropped 🚨 🔹 Financial Performance: 📈 Gross Written Premium (GWP): [------] Cr (+25.3% YoY) 💼 Profit After Tax : [----] Cr (Turnaround from [----] Cr https://x.com/selvaprathee/status/1886762629596897586t=vOX_h25MSyTCEVzDm82LPQ&s=19 📊 Niva Bupa Health Insurance Q3FY25 Results Analysis 🚀 Good Robust"
X Link 2025-02-04T14:11Z [----] followers, [---] engagements
"📢 Zydus Lifesciences Q3FY25 Result Analysis & Guidance : 🔥Beats Estimates Strong US formulations growth 📊 Key Financials: 💰 Revenue: [----] cr (17% YoY) vs [----] cr 📈 EBITDA: [----] cr (26% YoY) vs [----] cr 📊 EBITDA Margin: 26.3% vs 24.5% 🏦 Net Profit: [----] cr (30% YoY) vs [---] cr 💱 Forex Gain: [---] cr vs [--] cr 📈 Segmental Revenue & Growth: India Formulations: [----] cr (5% YoY) US Formulations: [----] cr (30.8% YoY) (47% of total revenue) 🌍 International Markets: [---] cr (15.5% YoY) 🛍 Consumer Wellness: [---] cr (12.9% YoY) 🚀 Positives: 🔥 Strong US growth from new product launches 📊 EBITDA"
X Link 2025-02-05T07:16Z [----] followers, [----] engagements
"@REDBOXINDIA Zydus lifesciences beats estimates. Strong US formulations growth https://x.com/selvaprathee/status/1887037579830116699t=3Fz36ASDwwyGGKan3YV5lw&s=19 📢 Zydus Lifesciences Q3FY25 Result Analysis & Guidance : 🔥Beats Estimates Strong US formulations growth 📊 Key Financials: 💰 Revenue: [----] cr (17% YoY) vs [----] cr 📈 EBITDA: [----] cr (26% YoY) vs [----] cr 📊 EBITDA Margin: 26.3% vs 24.5% 🏦 Net Profit: https://x.com/selvaprathee/status/1887037579830116699t=3Fz36ASDwwyGGKan3YV5lw&s=19 📢 Zydus Lifesciences Q3FY25 Result Analysis & Guidance : 🔥Beats Estimates Strong US formulations"
X Link 2025-02-05T07:19Z [----] followers, [---] engagements
"🚨 VPRPL Secures Major [------] Crore Contract from BHEL for NTPC Sipat Project 🚨 📢 Vishnu Prakash R Punglia Limited (VPRPL) has announced a significant achievement by securing a contract worth [------] crore from Bharat Heavy Electricals Limited (BHEL). 🛠 Project Details: 🏗 Civil Structural & Architectural works at NTPC Sipat Project (1x800 MW). 🏢 Includes Power House Boiler ESP Mill Bunker and more. 🔧 Additional work: Fan Foundations Chimney Raft FGD Transformer Yard and Rooftop Solar System foundation. 🚰 Sewage water lines Fire Fighting systems and Worker Rest Rooms for [----] workers."
X Link 2025-02-05T19:39Z 14.1K followers, [----] engagements
"@Tanmay_31_ BroadPath Healthcare Solutions acquisition strengthens sagility further 👍"
X Link 2025-02-06T02:38Z [----] followers, [---] engagements
"📉 RBI Rate Cut Preview - Whats Coming 📉 🔻 25bps Cut Likely: RBI expected to cut rates by 25bps on Feb [--] balancing growth & inflation. 🔻 50bps Cut ( Very less chance ) Some expect a 50bps cut but RBI may stay cautious given steady growth. 🔮 What Expected Beyond the Rate Cut: 💧 Continued [-----] Cr OMOs to ease liquidity. 📊 Tighter LCR norms from Apr'25 increasing banks' liquid assets. 🏦 CRR cuts may inject [------] Cr but wont fully fix banking stress. 🌐 Capital account easing via FCNR to attract foreign inflows. 💵 RBI to maintain FX market intervention with USD buy-sell swaps. 📈 Growth"
X Link 2025-02-06T05:03Z [----] followers, [---] engagements
"📊 Trent Limited Q3FY25 Results Analysis Misses Estimates but Good results Good Expansion Fashion business LFL slowing down 🚨 Key Financials : 📈 Revenue: [------] Cr (+34.3% YoY) vs [------] Cr 💼 EBITDA: [---] Cr (+34% YoY) vs [---] Cr 📊 EBITDA Margin: 18.1% vs 18.1% YoY 💰 Net Profit (PAT): [-----] Cr (+34% YoY) vs [---] Cr 📌 Business Highlights 🏬 Store Expansion: 🏢 [--] new stores added in Q3 (Added [--] Westside and [--] Zudio stores) 🏪 Total store portfolio now at [---] ⚡ Fashion Growth: 👗 Westside & Zudio expanding across [---] cities 💳 WestStyleClub loyalty program seeing strong traction 🛍"
X Link 2025-02-06T08:19Z [----] followers, [----] engagements
"@CNBCTV18Live Will RBI cut [--] bps or [--] bps today and what expected beyond rate cut from RBI today 👇 https://x.com/selvaprathee/status/1887366365759348778t=nh7LMNGJ2n_yhvw8Y7Gp7A&s=19 📉 RBI Rate Cut Preview - Whats Coming 📉 🔻 25bps Cut Likely: RBI expected to cut rates by 25bps on Feb [--] balancing growth & inflation. 🔻 50bps Cut ( Very less chance ) Some expect a 50bps cut but RBI may stay cautious given steady growth. 🔮 What Expected Beyond the https://x.com/selvaprathee/status/1887366365759348778t=nh7LMNGJ2n_yhvw8Y7Gp7A&s=19 📉 RBI Rate Cut Preview - Whats Coming 📉 🔻 25bps Cut"
X Link 2025-02-07T01:11Z [----] followers, [---] engagements
"@Anvith_ With RBI monetary policy changes today it will be a rollercoaster today bro "
X Link 2025-02-07T03:07Z [----] followers, [--] engagements
"🚢 Mazagon Dock (Mazdock) Shipbuilders Q3FY25 Result Analysis : 🔥 Strong Performance Revenue & Profit Surge Robust Order Book Margin expansion 📊 Key Financials Revenue: [----] Cr (+33% YoY) vs [------] Cr EBITDA: [---] Cr (+51.4% YoY) vs [---] Cr Margin: 26% vs 23% YoY PAT: [---] Cr (+29% YoY) vs [---] Cr ⚓ Order Book & Execution 🛳 Strong Order Pipeline with Defence Projects 🛳 Timely Execution of Key Naval Projects 📌 Positives ✅ Robust Revenue & Profit Growth ✅ High EBITDA Margins Reflecting Operational Efficiency ✅ Strong Defence Orders Ensure Future Revenue Visibility ✅ Consistent Cash Flow &"
X Link 2025-02-07T09:39Z [----] followers, [----] engagements
"Mahindra & Mahindra efficiently maintained margins despite rising costs through better product mix higher SUV & tractor sales cost optimization and improved operating efficiencies is one of key reasons sir "
X Link 2025-02-07T10:43Z [----] followers, [--] engagements
"🚀 Tejas Networks & NEC: Technology Collaboration for 5G & Beyond Tejas Networks enters a technology collaboration with NEC Corporation Japan to drive next-gen telecom innovation. Key highlights: 🔹 Advancing 5G & beyond: Focus on RAN & core products. 🔹 USD 60M (INR [---] Cr) investment over a year in milestones. 🔹 NEC licenses Massive MIMO Radio & 4G/5G core tech to Tejas. 🔹 Strategic partnership to enhance global telecom solutions. 🔹 Strengthens Tejas' 5G product portfolio with cutting-edge technology. Powering the future of wireless networks 🌍📡 #5G #TechnologyCollaboration"
X Link 2025-02-07T12:55Z [----] followers, [----] engagements
"🚀 Gokaldas Exports (#Gokex) Q3FY25 Result Analysis: 🔥 Record Performance Revenue & Profit Growth Margin Contraction 🚨 Demand bounce back 📊 Key Financials Revenue from Operations: [------] Cr (+79.08% YoY) EBITDA: [---] Cr (+66% YoY) 🚨 EBITDA Margin: 11.7% vs 13.4% YoY (-170 bps) Net Profit (PAT): [--] Cr (+65% YoY) 🏭 Operational Highlights 👕 Apparel Exports: Surpassed [----] Cr quarterly revenue milestone 👕 Production Growth: Strong order book with expanding global demand 👕 Acquired Entities: Expected to contribute more in coming quarters 💼 Strategic Acquisition: Acquired 13.3% stake in"
X Link 2025-02-08T02:41Z [----] followers, [---] engagements
"🚨 RBI cuts policy rate for the first time in [--] years ✅ Big relief for borrowers Home car & MSME loans to get cheaper lower EMIs ahead ✅ Boost for real estate & auto sectors demand set to rise 🏠🚘 🚨But banks may see short-term margin pressure due to lower lending rates. 🏦 📢 We also urge the Government to reduce tax on Stock Market Gains & Crypto 💹⚡ ✅ Lower tax on stock market gains (STCG & LTCG) = More retail participation & long-term wealth creation 📊 ✅ Tax cut on market gains could attract higher FII inflows making India a top investment hub 🌍 ✅ Balanced crypto taxation = Innovation"
X Link 2025-02-08T07:48Z [----] followers, [---] engagements
"🚨 Arvind Kejriwal loses New Delhi seat Big political shift 🚨 ✅ Market positives: Policy stability with better Centre-State alignment 📊 Political stability = Economic growth 🔥 #DelhiElections #StockMarket #Economy #FII #Business"
X Link 2025-02-08T07:52Z [----] followers, [---] engagements
"🚀 Indias Pharma Exports on Track to Beat [----] Lakh Cr FY25 Target ✅ Exports hit [----] Lakh Cr (Apr-Oct) 99% of pro-rata target achieved ✅ Drug formulations & biologicals grew +11% ✅ Bulk drugs up in volume but value dipped due to lower API prices from China ✅ Vaccine exports fell -9% post-pandemic due to demand ✅ Ayush & herbal exports grew +13% 🌍 Key Markets: North America: 52K Cr aiming for 83K Cr by March Europe: 27.6K Cr (+2%) With UK grew +22% 🌍 Africa: 32.9K Cr (-3%) expected to rebound to 83K Cr/year Russia: +15% potential growth due to shortages 🔍 Key Insights & Challenges: 📌 US"
X Link 2025-02-08T09:47Z [----] followers, [----] engagements
"🚨 Meta Layoffs Incoming 🚨 Meta to lay off lowest-performing employees starting Monday (Feb 10). Key details: 🔹 5% workforce cut globally (thousands affected) 🔹 Notices at [--] AM local time via email 🔹 System access revoked within an hour 🔹 Severance details in email (stock & bonuses remain) 🔹 Europe exemptions (Germany France etc.) due to local laws 🔹 Hiring continues for AI & ML engineers Zucks focus: Raising the bar on performance #Meta #TechLayoffs #BigTech"
X Link 2025-02-08T11:34Z 10.7K followers, [----] engagements
"🚨 Another Rate Cut Expected by April SBI Research 🚨 📉 RBI may cut rates again in April if inflation remains favorable 📊 FY25 inflation forecast retained at 4.8% Q4 at 4.4% 🌾 Food inflation easing but risks from weather events persist 🏦 Draft norms for LCR ECL and provisioning deferred for further review 📈 Forward contracts in G-secs introduced to boost liquidity 🔎 Will this fuel a market rally Drop your thoughts #RBIPolicy #RateCut #StockMarket #RBIMonetaryPolicy #rbiratecut #sbiresearch Source :"
X Link 2025-02-08T13:37Z [----] followers, [----] engagements
"🚀 Financial Performance - Apollo Microsystems 🔹 Revenue Growth: 9M FY25 vs. 9M FY24: [-----] Cr [-----] Cr (🔼 69.5%) Q3 FY25 vs. Q3 FY24: [----] Cr [-----] Cr (🔼 62.5%) 💰 EBITDA: 9M FY25: [----] Cr (🔼 69.1%) Q3 FY25: [-----] Cr (🔼 58.1%) EBITDA Margin: 25.6% (Stable) 📈 Profit After Tax (PAT): 9M FY25: [----] Cr (🔼 133.2%) Q3 FY25: [-----] Cr (🔼 83.1%) 📜 Order Book: Current: 500-550 Cr Target by Dec 2025: [----] Cr 🚀 #ApolloMicroSystems #StockMarket #FinancialGrowth"
X Link 2025-02-09T08:11Z [----] followers, [----] engagements
"🚨 Aswath Damodaran on Indian Equities 📈 🔹 India = Most Expensive Market globally 💰 🔹 Trades at 31x earnings 3x revenue & 20x EBITDA 📊 🔹 No amount of handwaving can justify these valuations ❌ 🔹 Rising trade wars strong USD (+9.03% in 2024) & inflation add risk ⚠ 🔹 High growth = ✅ but at what price 🤔 Are Indian equities too pricey for future returns 📉 What's your view friends #StockMarket #India #Nifty #Sensex #Investing"
X Link 2025-02-09T08:42Z [----] followers, [----] engagements
"🔥 Markets at an Inflection Point Whats Next 🔥 ✅ Income Tax Cut More disposable income = Boost for consumption-driven sectors 🛒 ✅ RBI Rate Cut Lower borrowing costs = Relief for businesses & rate-sensitive sectors 🏡🚗 ✅ Delhi Elections Over Political uncertainty subsides but policy direction matters 🗳 🚨 But will the market bottom out or stay in consolidation 🔍 Key Factors to Watch: 🔸 Liquidity & FII Flows Foreign investors have been cautious. Will they return 🌎💸 🔸 Earnings Growth Can corporate profits justify valuations 📊 🔸 Global Risks US Fed policy geopolitical tensions and"
X Link 2025-02-09T10:48Z [----] followers, [---] engagements
"🚀 Big Win for WABAG Secures [----] Cr Consortium order 💧 VA TECH WABAG secures a $371M (3251 Cr) order for a [---] MLD Independent Sewage Treatment Plant in Riyadh Saudi Arabia. 🏗 EPC Contract with Al Haer Environmental Services Co. 🌍 Strengthening leadership in the Middle East. 🤝 Project by a consortium including Miahona Marafiq & Besix S.A. #WABAG #StockMarketIndia #StocksToWatch #StocksInfocus"
X Link 2025-02-10T02:20Z 10.5K followers, [----] engagements
"🔍 Trumps 25% Steel & Aluminum Tariffs: Boon or Bane for Indian Metal Stocks ✅ Boon: 🔹 📈 Higher US steel prices could make Indian exports more competitive boosting Tata Steel JSW Steel SAIL Hindalco Vedanta. 🔹 🚀 If the US restricts imports from China India may capture a larger share of the global steel & aluminum market. 🔹 Rising domestic demand in India could offset any global slowdown. ❌ Bane: 🔹 🌍 Global trade disruptions & Chinas retaliation may reduce overall demand for metals. 🔹 📊 Volatility in raw material prices could increase costs for Indian manufacturers. 🔹 ⚠ If India"
X Link 2025-02-10T03:14Z [----] followers, [---] engagements
"Yes 🚨 US tariffs + UK struggles = Pressure on stock"
X Link 2025-02-10T03:19Z [----] followers, [--] engagements
"🚢 Mazagon Dock Shipbuilders Secures [-----] Cr Deal with Indian Navy 🚀 Source Credit : The Print"
X Link 2025-02-10T03:49Z [----] followers, [----] engagements
"Elon Musk to meet PM Modi on Feb [--] . Further details 👇 https://x.com/selvaprathee/status/1887072489177501863t=V-ztnTZYUgJA1PVUC5v8iw&s=19 https://x.com/selvaprathee/status/1887072489177501863t=V-ztnTZYUgJA1PVUC5v8iw&s=19 🚨 Elon Musk likely to meet PM Modi on Feb [--] in the US 🛡 Musk now head of the US Dept. of Government Efficiency (DOGE) to push for a level playing field for Tesla in India. ⚡ Talks may cover lower import duties on EVs & early Starlink approvals. 🚗 Teslas India entry https://x.com/selvaprathee/status/1887072489177501863t=V-ztnTZYUgJA1PVUC5v8iw&s=19"
X Link 2025-02-10T09:23Z [----] followers, [---] engagements
"Transrail Lighting Ltd 📊 Segment-Wise Revenue Breakdown (9M) [--] Power T&D Dominates ⚡ Contributes 90.42% of total revenue with a 30% YoY growth. ⚡ Largest unexecuted order book of [----] Cr with strong EBITDA margins of 14.2%. ⚡ Major wins include 800kV HVDC Transmission Line & 400kV DC Transmission in Nepal. [--] Civil Infrastructure Sees Steady Growth 🏗 [---] Cr revenue contributing 4.00% of total. 🏗 New orders worth [---] Cr boost future execution. 🏗 EBITDA margin at 10.5% driven by strong cost control. [--] Railways Strengthening Order Book 🚉 [--] Cr revenue 2.92% contribution. 🚉 Secured [---] Cr in"
X Link 2025-02-10T18:35Z [----] followers, [---] engagements
"📦 Transrail Lighting Ltd Order Book & Execution: 🔥Total Unexecuted Orderbook + L1: [-----] Cr 🔹 Order Inflow (9MFY25): [----] Cr (Strong Order Flow) (50% YoY📊) 📊 Unexecuted Order Book 🔹 Total Unexecuted Order Book: [-----] Cr (Growing pipeline) 🔹 Domestic Orders: 49% 🔹 International Orders: 51% 📊 L1 Orders (Yet to be finalized) 🔹 L1 Pipeline: [----] Cr📊(Potential additional revenue) #Transrail #StocksMarketIndia #StocksInFocus"
X Link 2025-02-10T18:35Z [----] followers, [---] engagements
"🚨 Breaking: Trump Raises #Tariffs From March [--] 🔹 Steel & aluminum 25% tariffs apply to all countries no exceptions 🔹 Tariffs extended to downstream products like fabricated steel & aluminum extrusions Source: Reuters #StocksToWatch"
X Link 2025-02-11T01:54Z [----] followers, [----] engagements
"🚨 Breaking: Trump Raises Tariffs 🔹 Aluminum tariffs jump from 10% ➡ 25% 🔹 Steel tariffs rise back to 25% from previous lower rates under exemptions 🔹 All countries included no exceptions ❌🌍 🔹 Tariffs extended to downstream products like fabricated steel & aluminum extrusions 🔹 "Melted & poured" rule for North American steel & aluminum 🔹 Tariffs take effect from March [--] 🔹 Trump eyes reciprocal tariffs on cars chips & pharma 💼 🔹 Global trade tensions rise as retaliation looms 🌎⚠ #TradeWar #Tariffs #StockMarketIndia #StocksToWatch #StocksInFocus"
X Link 2025-02-11T02:01Z [----] followers, [---] engagements
"Gautam Adani has launched Adani Health City 🏥 featuring: 🔹 Two 1000-bed hospitals in Ahmedabad & Mumbai with Mayo clinic . 🔹 Advanced oncology cardiology & organ transplant facilities 🔹 World-class research & innovation center 🔹 Focus on affordable & accessible healthcare for all. #AdaniHealthCity #Healthcare #GautamAdani #India"
X Link 2025-02-11T02:15Z [----] followers, [----] engagements
"Gautam Adani has launched Adani Health City 🏥 featuring: 🔹 Two 1000-bed hospitals in Ahmedabad & Mumbai with Mayo Clinic . 🔹 Advanced oncology cardiology & organ transplant facilities 🔹 World-class research & innovation center 🔹 Focus on affordable & accessible healthcare for all #AdaniHealthCity #Healthcare #GautamAdani #India #StocksInFocus #StockMarketIndia"
X Link 2025-02-11T02:24Z [----] followers, [----] engagements
"🚨 Trumps Steel & Aluminium Tariffs: Impact on Indian Companies 🚨 🔹 Aluminium Hit Harder 🏭 Hindalco & Vedanta: Major exporters to the US 📉 Exports at Risk: 0.2M metric tons 78.3B in value 🔄 Seeking Alternatives: Europe & SE Asia markets 🔹 Steel Faces Indirect Impact 🏗 Tata Steel & JSW Steel: Limited direct exposure 📦 Exports to US: [-----] metric tons (small share) ⚠ Risk: Global oversupply could pressure domestic prices #IndiaUS #TradeWar #Steel #Aluminium #Tariffs"
X Link 2025-02-11T07:29Z [----] followers, [---] engagements
"🚀 Invest Karnataka [----] A Game Changer 💰 🏗 JSW Group: 1.2L Cr across multiple sectors. 💾 Lam Research: 10K Cr for semiconductors. ⚡ Hero Future Energies: 22K Cr for renewables. 🌿 Mahindra Group: 40K Cr (35K Cr for 5GW renewable). 🛠 Baldota Group: 54K Cr greenfield steel plant in Koppal. 🏍 TVS Motors: 2K Cr for design R&D & GCC. ✅ Big bets on semiconductors steel & green energy ✅ Koppals rise as an industrial hub ✅ Massive job creation & economic boost Investor confidence is high-execution is key 🔥 #InvestKarnataka2025 #GIM2025 #MakeInIndia #KarnatakaGrowth"
X Link 2025-02-12T03:58Z [----] followers, [----] engagements
"@REDBOXINDIA Lupin beats Estimates. Good revenue growth and margin expansion. https://x.com/selvaprathee/status/1889564873102860570t=9u1uQEHtYv85nKkl-TX_oQ&s=19 Lupin (#Lupin) Q3FY25 Result Analysis : 🎯Beats Estimates Solid Revenue growth Good Margin Expansion 📈 Financial Performance 💰 Total Sales: [------] Cr🔼+11% YoY 📊 EBITDA: [------] Cr🔼+34% YoY 🏦 Net Income: [-----] Cr🔼+39% YoY 📈 EBITDA Margin: 24.3%🔼+480 bps https://t.co/lwbQ3ZRI7P https://x.com/selvaprathee/status/1889564873102860570t=9u1uQEHtYv85nKkl-TX_oQ&s=19 Lupin (#Lupin) Q3FY25 Result Analysis : 🎯Beats Estimates Solid"
X Link 2025-02-12T07:37Z [----] followers, [--] engagements
"@InvestWithAkhil Thanks for the info bro . Balance matters in volatile market. Smart diversification is key"
X Link 2025-02-12T07:52Z [----] followers, [--] engagements
"American chip-maker Lam Researchs 10K Cr investment in Karnataka. 🔄 Shift to Domestic Chips = Industry Disruption Ahead Local supply chain boost Reduced import reliance "Make in India" gets a push #Semiconductors #StockMarket #Investing #LaxmanResearch #India"
X Link 2025-02-12T08:26Z [----] followers, [---] engagements
"Transrail Lighting Ltd (#Transraillighting) Q3FY25 Concall Summary : (1/3) Key takeways : 📌 Order Book: 🔹Current: [-----] Cr (49% Domestic 51% International) 🎯L1 Pipeline: [----] Cr 💰 Capital Allocation from [---] Cr IPO Fundraise: 🔸250 Cr Working Cap 🔸90 Cr CapEx Expansion 🔸60 Cr Debt Reduction 💹 Revenue Growth & EBITDA Outlook: 🔹FY25 Revenue Target: [----] Cr (+30% YoY) 🔹FY26 Target Revenue: [----] Cr (+25% YoY) 📊 EBITDA Margin: 🔹Currently: 13% 🔹Expected by FY26: 14-15% 🔹Long-term Goal: 16-18% 📊 PAT Guidance: 🔹FY25 PAT Growth: Expected at +91.89% YoY 🔹Q3FY25 PAT: [-----] Cr 🔹PAT"
X Link 2025-02-12T21:51Z [----] followers, 15.3K engagements
"Transrail Lighting Ltd (#Transraillighting) Q3FY25 Concall Summary : (3/3) International Business & Market Diversification: 📌Current International Share: 51% of Order Book 🎯FY26 Target: Maintain 50-55% mix with new markets ✅Key Markets: Africa SAARC Southeast Asia ✅Bangladesh Exposure: Currently 20% of Order Book 🎯Reducing to 10% by FY26 Strategic Priorities for FY25-FY26: 🔹Increase Manufacturing Contribution Margin expansion 🔹Expand Order Book Targeting higher international orders 🔹Improve Working Capital Cycle Reducing from [--] days to [--] days 🔹Maintain Strong Execution Completing"
X Link 2025-02-12T21:51Z [----] followers, [----] engagements
"🏭 KRN Heat Exchanger & Refrigeration Ltd - A Detailed Analysis -KRN is a leading manufacturer of fin and tube-type heat exchangers for the HVAC&R industry. -With strong financials aggressive expansion & rising exports KRN is set for 5x-6x growth in [--] years 🚀 📌Founded: [----] Expertise: 20+ years 💰Market Cap: [----] Cr 📊52W High/Low: [----] / [---] 💸Current Price: [---] (Data Credit : Sovrenn) #KRN #StocksToWatch #StocksInFocus"
X Link 2025-02-20T19:18Z [----] followers, 84.3K engagements
"🚨 FIIs Unlikely to Return to India Soon as China Attracts More Flows -FIIs are likely to further exit Indian markets redirecting funds to China due to cheaper valuations and economic recovery policies. 🔹Why FIIs Prefer China -MSCI China MSCI India in H2 [----] (china performed well) -Chinas P/E Ratio: 16.2x vs. Indias: 21.3x -Govt reforms economic recovery attract capital 🔹Key Risks for India - Q3FY25 EPS Growth = 7% (too weak for high valuations) -Stronger USD impacting emerging markets 📌 FIIs likely to stay with China short-term but India remains strong for long-term investors. Source:"
X Link 2025-02-24T20:12Z [----] followers, 17.2K engagements
"📢 SEBI's New F&O Rules: Major Changes Ahead 🔹Stock Derivatives Limits: Position limits now tied to the cash market. 🔹Index Derivatives Rules: Only indices with 14+ stocks qualify. 🔹New Open Interest (OI) Formula: "Future equivalent" metric for better risk assessment. 🔹MWPL Changes: Revised calculation based on new methodology. 🔹Pre-Open/Post-Close Sessions: Introduced for derivatives to improve price discovery. 🔹Stricter Limits for FPIs MFs & AIFs: Prevent undue market influence. 🔹Sectoral Index Derivatives: Exchanges may introduce new conditions. 🔹Intraday Margin Hike: Index futures"
X Link 2025-02-26T02:03Z [----] followers, [----] engagements
"-North Koreas $1.5 billion Bybit hack proves one thing while some nations mine resources others mine vulnerabilities. -Cyber warfare is the new frontier and the real arms race is digital"
X Link 2025-02-27T01:02Z [----] followers, [----] engagements
"🟢 RBIs Risk Weight Relaxation: [--] Trillion Lending Boost Whats Happening RBI has eased risk weights on bank loans to NBFCs & MFIs unlocking [-----] Cr in capital. Why It Matters More lending capacity for banks - Frees up 20-30 bps of core capital - Translates to [--] trillion in additional loanable funds NBFCs & MFIs gain easier access to credit - Higher-rated NBFCs can borrow at lower rates - Microfinance institutions (MFIs) to benefit from increased funding Potential reduction in lending rates - Select well-rated NBFCs may see lower borrowing costs - Could improve credit flow to businesses and"
X Link 2025-02-27T02:31Z [----] followers, [----] engagements
"Bajaj Finance : Strong credit rating = cheaper borrowing higher liquidity ( yes ) Muthoot Finance : Gold loan NBFCs rely less on bank funding so impact may be limited - Overall well-rated NBFCs stand to gain the most"
X Link 2025-02-27T04:29Z [----] followers, [---] engagements
"🚨 UltraTech Disrupts Wires & Cables Market : UltraTech Cement invests [----] Cr in a new cables plant (Bharuch Gujarat) commissioning by Dec [----]. Impact on Market Leaders: 🔻 Polycab -15% 🔻 KEI -18.4% 🔻 Havells -7.8% and others . 💡Takeaway: Rising competition could pressure margins & growth for existing players. A short-term dip or a long-term shift 💬 Whats your take #StockMarket #UltraTech #Polycab #Havells #cable #StocksToWatch"
X Link 2025-02-27T04:51Z [----] followers, [----] engagements
"@GingerInvest44 I observed that the icici market share is increasing in credit card market and sbi cards is dropping "
X Link 2025-02-27T06:27Z [----] followers, [---] engagements
"@Anvith_ High-skilled workers grind through H-1B & Green Card backlogs while the ultra-rich swipe in with a $5M 'Gold Card.' Will this boost job creation or just widen inequality in the immigration system"
X Link 2025-02-27T10:46Z [----] followers, [---] engagements
"@Tharvind234 India's electronics sector has positioned itself well to navigate global trade shifts"
X Link 2025-02-27T11:28Z [----] followers, [--] engagements
"But Sbi cards lost ground to competitors as per this spending data sir . What's your view on this [--]. Total Spending Growth SBI Cards: 6% (28976 Cr) only major issuer with a decline. HDFC Bank: 15.91% (50664 Cr). ICICI Bank: 20.25% (35682 Cr) strongest growth. [--]. Per Card Spending SBI Cards: 14.23% to [-----] biggest drop. HDFC Bank: 0.61% to [--------] slight decline. Source : Business Standard"
X Link 2025-02-27T11:49Z [----] followers, [--] engagements
"🚨Govt to IMF: Reducing fiscal deficit to 3% of GDP is difficult [--] IMF's Push -IMF wants fiscal deficit below 3% of GDP & state + central deficit under 6% -Calls for GST simplification broader tax base & subsidy cuts -Advocates a revised FRBM Act with better fiscal transparency [--] Govt's Response -Govt says aggressive deficit reduction could harm growth -Prioritizing capex-led growth over immediate deficit cuts -Debt risk mitigated since it's largely long-term fixed-rate domestic debt [--] New Fiscal Strategy -Debt-to-GDP roadmap: Aim to reduce to 50% by FY31 -Budget FY26 target: 56.1%"
X Link 2025-02-28T02:41Z [----] followers, [----] engagements
"Microsofts $8.5 billion Skype acquisition serves as a stark reminder that even billion dollar deals can crumble without relentless innovation strategic foresight and adaptability to shifting user behaviors"
X Link 2025-02-28T12:05Z [----] followers, [---] engagements
"6 Competitive Landscape & Market Positioning 🛠 AMS: Competitive Advantages & Strengths 🔹End-to-End Solutions Expertise in design manufacturing testing & system integration 🔹Indigenous R&D Leadership Investing [---] Cr+ in next-gen defense tech 🔹Proprietary Technology Custom-built COTS solutions with exclusive approvals 🔹Backward Integration Strengthening supply chain for cost efficiency & faster execution 🔹Niche Defense Segment High-entry barriers due to strict regulatory approvals & long development cycles 🔹40+ Years of Expertise Leading supplier in missile electronics avionics & secure"
X Link 2025-02-28T14:03Z [----] followers, [----] engagements
"9 Debt & Financial Strength 🟢 Debt Position 🔹Debt-to-Equity Ratio: 0.37x ✅ (Low leverage strong financial stability) 📊 Financial Metrics 🔹Stock P/E: [----] 🔹Book Value: [----] 🔹Return on Capital Employed (ROCE): 12% 🔹Return on Equity (ROE): 7.0% 🔹Price-to-Cash Flow: [---] 💰 Promoter Holding & Pledged Shares 🔹Promoter Holding: 70.8% ✅ (High & stable) 🔹Pledged Shares: 33% (Plan to reduce to 0% in the next year) 📌 AMS maintains a low debt profile strong financials and high promoter confidence making it a resilient and expansion-ready business"
X Link 2025-02-28T14:48Z [----] followers, [----] engagements
"10 Does AMS Pass Fundamental Investment Screening Refer below image ✅ Passes 4/9 Key Investment Filters ❌ Fails in P/E ROE ROCE & P/B ratio No buy/sell recommendation 📊 Positives: ✅ Low Debt D/E: 0.37x (Healthy balance sheet) ✅ Strong Profit Growth 108% YoY (Robust expansion) ✅ High Promoter Holding 55.1% (Stable ownership) ✅ Growing Order Book Targeting [----] Cr+ by Dec [----] ⚠ Concerns: ❌ High P/E Ratio (61.6) Valuation on the expensive side ❌ ROE (7.04%) & ROCE (12.0%) Below ideal screening levels ❌ P/B Ratio (6.01) Higher than fundamental thresholds ❌ Pledged Shares (33.2%) Reducing but"
X Link 2025-02-28T14:56Z [----] followers, [----] engagements
"13 Looking for more quality stock market insights These X accounts regularly share valuable investing knowledge to help you stay ahead in the markets 📊 @preet2419 @vandit_jain1994 @tsatwork @AnirbanManna10 @KhapreVishal @TheAlpha10X @logical_traderr @vardhiitbhu @tayyyyciturn @prateek_madaan1 @namanrathi003 @AshishMeher7 @Portfolio_Bull @vishan_khadke @anupammahor @Anvith_ @Praveen12Pranis @GuruShareMarket @Stock_marketIND @swing_blaster @trader_amay @Vaishnav1904 @InvestWithAkhil @vsvicky_ @1mukulahuja @FinAspiration @Fintech00 @choudhary0898 @FinTaxCoach @thiru_gowda @StockGeeks11"
X Link 2025-02-28T17:02Z [----] followers, [----] engagements
"Indian investors have lost [--] LAKH CRORES in February - Worst bear attack. Image credit : Financial Express"
X Link 2025-03-01T12:42Z [----] followers, [----] engagements
"@Nifty_Investor1 A self-reliant market driven by its own people is the foundation of a resilient and thriving economy"
X Link 2025-03-01T16:53Z [----] followers, [--] engagements
"🏨Can You Guess This Undervalued Hospitality Stock 🤔 This fast-growing hotel chain is benefiting from the tourism boom and showing strong financial momentum. 📊 Why Watch This Stock ✅ Revenue Up 29% YoY 100+ Cr ✅ EBITDA Growth of 70% YoY; Margins above 39% ✅ Debt Reduced Significantly ✅ PE Ratio Adjusted: [--] [--] (Re-Rating Soon) ✅ Occupancy up 30% YoY ✅ New hotel expansions in prime locations (6 New Hotels & 650+ Keys) 📢 Think You Know the Stock Drop Your Guess in the Comments 🔒 Revealing Tomorrow (For discussion & educational purposes only. Not a stock recommendation. Please do your own"
X Link 2025-03-02T07:39Z [----] followers, [----] engagements
"@Dividend_Learn In investing and life focus on value not noise. Growth follows clarity"
X Link 2025-03-02T08:21Z [----] followers, [--] engagements
"Citigroup mistakenly credited $81 TRILLION instead of $280 to a customers account 🔹Error went unnoticed by two employees 🔹A third employee flagged it [--] minutes later 🔹No money actually left the bank 🔹Reported as a "near miss" to Fed What would YOU do if you saw $81T in your account #StockMarket #Finance #BankingError #Citigroup"
X Link 2025-03-02T14:21Z [----] followers, [---] engagements
"Who's Driving the Data Centre Value Chain 🏗 EPC (Engineering Procurement Construction): 🔹L&T 🔹NCC 🔹KEC 🔹Tata Projects ❄ HVAC & Cooling Systems: 🔹Voltas 🔹Blue Star 🔹Schneider Electric ⚡ Power Distribution & Switchgear: 🔹ABB 🔹Siemens 🔹CG Power 🔹Hitachi Energy 🔋 Backup Power (Gensets): 🔹KOEL 🔹Cummins 🔹Ashok Leyland 🔹Caterpillar ⚙ Transformers & Electrical Infra: 🔹BHEL 🔹Siemens 🔹CG Power 🔹GE T&D 🏢 Building Automation & Security: 🔹ABB 🔹Honeywell 🔹Schneider Electric Who do you think will be the biggest winner Drop your comments #StockMarket #DataCenters"
X Link 2025-03-03T00:42Z [----] followers, [---] engagements
"@GuruShareMarket Tough listing for Beezaasan as expected 👍"
X Link 2025-03-03T06:02Z [----] followers, [--] engagements
"February Auto Sales Data - Key Observations: Positives: ➕ 🔹Strong exports: Tata Motors Ashok Leyland Mahindra TVS Eicher motors. 🔹EV growth: Hero VIDA TVS. 🔹Domestic gains: Maruti Mahindra TVS 🔹CV strength: Ashok Leyland Eicher Tata CV exports Negatives: ➖ 🔹Tata EV sales drop 🔹Bajaj & Tata domestic slowdown 🔹Tata CV domestic dip 🔹Maruti & TVS exports fall #FebruaryAutoSales #BajajAuto #StocksToWatch #StocksInFocus"
X Link 2025-03-03T21:08Z [----] followers, [----] engagements
"🟢 Premier Energies announces New [--] GW Silicon Ingot & Wafer manufacturing facility & 4GW Solar PV TOPCon Cell Plant Relocation: 🔹Facility Relocation: 4GW Solar PV TOPCon Cell line shifting to Naidupeta AP. (Plan Relocation from Seetha Rampur Telangana To AP) 🔹New Addition: 5GW Silicon Ingot & Wafer manufacturing facility at the same site for backward integration. (Note: Govt plans [----] Cr subsidy to expand wafer & ingot manufacturing awaiting caninet approval) 🔹Backward Integration: Seamless supply chain for ingot wafer & PV cell production. 🔹Land Acquisition: [------] acres allotted;"
X Link 2025-03-04T00:27Z [----] followers, [----] engagements
"@Nifty_Investor1 Gold bees long term wealth creating machine "
X Link 2025-03-04T08:34Z [----] followers, [--] engagements
"@Anvith_ -strong bounce from these levels coupled with stabilizing global cues could signal a reversal. -Until then patience & risk management are key"
X Link 2025-03-04T08:37Z [----] followers, [--] engagements
"🟢 Senores Pharmaceuticals Acquires [--] ANDAs from Dr. Reddys Big move in the pharma sector as Senores Pharmaceuticals Ltd. (SPL) expands its US portfolio through a strategic acquisition. 🏢 Acquisition Details: 🔹14 ANDAs (Abbreviated New Drug Application) acquired from Dr. Reddys Laboratories (DRL) 🧪 Regulatory Approvals: 🔹13 ANDAs approved by the USFDA 🔹1 ANDA pending USFDA approval 🔹Covers high-growth therapeutic areas like controlled substances & specialized categories 📊 Market Opportunity: Estimated market size of acquired ANDAs in the US: - USD 421M (MAT Dec [----] per IQVIA) USD"
X Link 2025-03-04T11:32Z [----] followers, [----] engagements
"📢 Apollo Micro Systems Receives Orders Worth [-----] Cr 🔹Order from: Reliable Technosystems India Pvt. Ltd. & Corporate Infotech Pvt. Ltd. 🔹Nature: Manufacturing of Electronic Components & Supply of IP CCTV Systems 🔹Total Order Value: [-----] Cr (11.69 Cr + [-----] Cr) 🔹Fulfillment Timeline: [-----] Cr order Within [--] months [-----] Cr order Within [--] months #StocksToWatch #StocksInFocus #Apollomicro 🏗 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"
X Link 2025-03-05T09:48Z [----] followers, [----] engagements
"🟢 RBI to inject 1L Cr via OMO + $10B Forex Swap amid liquidity crunch : [--] RBI steps in to tackle India's worst liquidity crunch in a decade. - System liquidity flipped from 1.35L Cr surplus (Nov) to 2.07L Cr deficit (Jan). [--] OMO (Open Market Operations) purchase auctions to inject 1L Cr into the banking system. 🔹March [--] - [-----] Cr 🔹March [--] - [-----] Cr [--] Forex Swap Auction 🔹$10B USD/INR Buy/Sell Swap (36-month tenor) [--] Why this liquidity crunch 🔹Heavy tax outflows 🔹FII selling in equities 🔹RBI forex market intervention 🔹Lower govt spending [--] RBI's response so far 🔹 3L Cr injected"
X Link 2025-03-05T16:46Z [----] followers, [----] engagements
"@Tharvind234 Excellent move from RBI to manage Liquidity crunch "
X Link 2025-03-06T02:12Z [----] followers, [--] engagements
"Gold Prices Surge - Big Gains for Financiers 🟢 Pressure on Jewellers 🚨 Gold Prices Hit Record Highs 🔹Gold soared to $2956/oz globally & 86000/10gm in India 🔹Driven by geopolitical tensions central bank demand & safe-haven buying 💰 Gold Loan Financiers Shine 🔹Muthoot Finance: Q3FY24 net profit +22% YoY to [----] Cr 🔹Manappuram Finance: Net profit [---] Cr vs [-----] Cr YoY 🔹Gold loan AUM crosses [----] Lakh Cr for Muthoot & [-----] Cr for Manappuram 🚨 Jewellery Stocks Under Pressure 🔹Higher gold prices = lower demand weak margins 🔹Titans BF P/E at 58x vs 5-yr avg 68x Kalyan at 47x vs 5-yr avg"
X Link 2025-03-06T03:52Z [----] followers, [----] engagements
"6 Competitive Landscape & Market Positioning 📊 Market Position: 🔹One of the leading EPC players in Power Transmission & Distribution in India 🔹Backward-integrated with in-house manufacturing of towers conductors & poles is a key differentiator from competitors ⚔ Top Competitors: 🔹KEC International Largest player in India with diversified EPC operations 🔹Kalpataru Power Transmission Ltd Strong in Power T&D & Infrastructure 🔹Sterlite Power & Adani Transmission Private T&D infrastructure players 📈 Order Pipeline & Growth: 🔹Unexecuted Order Book: [-----] Cr (as of Dec 2024) 49% domestic 51%"
X Link 2025-03-07T19:35Z [----] followers, [----] engagements
"7 Financial Performance 📈Quarterly Performance (Q3 FY25) 🔹Revenue: [-------] Cr (+62.1% YoY) 🔹EBITDA: [------] Cr (+79.97% YoY) 🔹EBITDA Margin: 13.24% (+131 bps) 🔹Profit After Tax (PAT): [-----] Cr (+91.87% YoY) 🔹Earnings Per Share (EPS): [----] (+75.7% YoY) 📊 Nine-Month Performance (9M FY25) 🔹Revenue: [-------] Cr (+25.2% YoY) 🔹EBITDA: [------] Cr (+41.96% YoY) 🔹EBITDA Margin: 13.04% (+153 bps) 🔹Profit After Tax (PAT): [------] Cr (+49.9% YoY) 🔹Earnings Per Share (EPS): [-----] (+41.1% YoY) 📌With strong revenue growth improving margins and a solid financial position Transrail is set for"
X Link 2025-03-07T19:49Z [----] followers, [----] engagements
"- Transrail plans to reduce its Bangladesh order book exposure from 20% to 10% by FY26 as part of a strategic diversification effort rather than a direct response to currency depreciation. - While forex fluctuations pose a risk the company's diversified international portfolio and potential hedging strategies help mitigate the impact"
X Link 2025-03-08T06:51Z [----] followers, [---] engagements
"📌 Mastering market opportunities with Smart planning 📊 A market full of opportunities but no capital to deploy risk management strategy and position sizing are key. 🔹Asset allocation - diversify across sectors to manage risk effectively. 🔹Liquidity management - always keep enough cash for high conviction opportunities. 🔹Valuation discipline - dont chase stocks; buy when they offer value. 🔹Compounding mindset - long-term growth beats short-term speculation. 🔹Position sizing - allocate wisely to balance reward & risk 🎯 🧭 The market rewards those who plan not just those who spot"
X Link 2025-03-08T12:54Z [----] followers, [----] engagements
"🔥 Want to achieve FIRE (Financial Independence Retire Early) Stop chasing winners start allocating smartly Look at this chart every year crowns a different champion 🏆 🔹Equity - Big returns big risks. 🔹Debt - Stability steady gains. 🔹Gold - The safe haven in storms. No single asset wins forever. The real winner A well-diversified portfolio. 📊 Are you chasing past winners or building a strategy that wins in every market ✍ Comment your strategy F.I.R.E 🔥 Are you investing your savings wisely 🎯 to grow your wealth 📈 & Retire early What are the primary asset classes do you invest 💭"
X Link 2025-03-09T10:29Z [----] followers, [----] engagements
"🚨 AC Prices to Rise This Summer As temperatures soar AC prices may increase by [----] - [----] per unit due to component shortages (compressors copper) high demand (25-30% growth) and rupee depreciation. 🏭 Production Boost: 🔺Haier & Bluestar increasing capacity by 25-30% 🔺Haier: 50%+ YoY growth in March sales investing in R&D 🔺Bluestar: 3% price hike in Feb may increase another 4-5% 📈 Price Hike: [----] - [----] per unit (10-25%) 💡 Market Insights: 🔹57% demand surge last year 25% growth expected in [----] 🔹Supply chain & cost challenges persist 📊 Investment Takeaways: 🔹AC & auxillary supply"
X Link 2025-03-10T04:29Z [----] followers, 21.1K engagements
"🟢 Anupam Rasayan Secures $106M (922 Cr) LOI with Leading Korean MNC 🔹Signed a 10-year Letter of Intent (LOI) valued at $106 million (922 Cr). 🔹Agreement with a Korean multinational for a high performance niche chemical. 🔹Supply to commence from FY26 🔹Strengthens global presence and specialty chemicals expertise. #AnupamRasayan #chemical #StocksToWatch #StocksInFocus"
X Link 2025-03-10T12:11Z [----] followers, [----] engagements
"Indian pharma braces for US tariffs 🔹Indian drugmakers may restructure portfolios & shift manufacturing to stay profitable amid new US import tariffs starting April 2❓ 🔹Currently zero import duties on Indian pharma in the US but even a 10% tariff could wipe out margins (most operate at 5-15% EBITDA margins). 🔹Medicine shortages possible Though margins for Indian generics have improved top 10-20 products dominate sales making them vulnerable. 🔹Dr. Reddys already adjusting Sold a basket of [--] ANDAs (including [--] pending approval) to Senores Pharmaceuticals in the US. 🔹More shifts to CDMOs"
X Link 2025-03-10T13:23Z [----] followers, [----] engagements
"📢 Indias corporate revenue to grow 7-8% in FY26 - Crisil Report 🔹Led by FMCG retail airlines consumer durables & two-wheelers 🔹Growth to outpace nominal GDP driven by tax cuts & rural consumption 🔹Commodity sectors to lag due to price pressures 🚗 Consumer discretionary products 🔹Cars & UVs: 5% realisation growth but high inventory to keep volume growth muted 🔹Two-wheelers: 9% volume growth fueled by rural demand & replacement cycle 🔹Retail (60% of sector revenue) to see strong growth from rising Tier [--] & [--] demand 🔹Airlines: 10% volume growth led by international traffic & better"
X Link 2025-03-10T21:09Z [----] followers, [----] engagements
"🔴 US Stocks Plunge as Trump Fuels Recession Fears Markets tank after Trump refuses to rule out a recession in a Fox News interview. 🔹Recession warning Trump calls it a period of transition but doesnt rule out an economic slowdown. 🔹Tariff uncertainty: More tariffs could be coming "We may go up I dont think well go down." 🔹Global impact: Market uncertainty spreads fueling fears of a broader slowdown. How could Indian market react to it Comment your thoughts Source : NewYork times #Trump #stockmarketcrash #StockMarket #recession"
X Link 2025-03-10T23:24Z [----] followers, [---] engagements
"@TradeInboxIN Real estate is like that one friend at a party might not fall easily but when it does it makes a huge impact"
X Link 2025-03-11T16:34Z [----] followers, [--] engagements
"💊 Senores Pharmaceuticals - CDMO Conference by Centrum Takeaways Distinct Specialty & Complex Product Portfolio 🔹Revenue Guidance: 4.2B in FY25 & 7B in FY26 🔹ANDA filings: [--] products for institutional supply (govt) 🔹US tariff impact: Possible benefit but too early to assess Growth Strategy 🔹Business model: Develops & partners for marketing 🔹Acquisitions: Targeting high-growth profitable molecules 🔹Key markets: LATAM Eastern Europe CIS Middle East Africa CDMO & Pipeline 🔹Semaglutide filed (oral & injectables) 🔹RFQ for CDMO bookings: 80% 🔹Injectables plant in USA with 1B investment"
X Link 2025-03-11T17:33Z [----] followers, [----] engagements
"🟢 Airtel partners with Starlink to bring satellite internet to India 🔹Bharti Airtel has signed a deal with Elon Musks SpaceX Starlink to expand satellite internet in India. 🔹This will help connect rural & remote areas where fiber broadband is not feasible. 🔹The deal is non-exclusive meaning SpaceX can partner with other players too. 🔹Airtel already owns a 21.2% stake in Eutelsat OneWeb another low-earth orbit (LEO) satellite player. 🔹Starlinks entry intensifies competition with Jio and traditional telecom firms. 🔹Starlink is awaiting security clearances & government approvals. 🔹Indias"
X Link 2025-03-12T01:14Z [----] followers, [----] engagements
"Morgan Stanley Report on India IT Services for FY26/27 : Key Takeaways 🔹Growth Slowdown - FY26/27 revenue growth cut to 4.5%-6% - US GDP forecast lowered weaker IT demand - Tech cycle transition spending shifts slower deals 🔹Valuation Risks - India IT stocks corrected 6%-18% but still at a 5-year avg. premium - Potential further de-rating as revenue expectations fall 🔹Stock Picks & Ratings - TCS Infosys Infosys downgraded to Equal-Weight (EW) - TechM HCL Tech stronger order intake - Coforge Mphasis stronger topline growth - Underweight (UW) on Wipro & Tata Elxsi weak growth outlook 🔻"
X Link 2025-03-13T05:14Z [----] followers, [----] engagements
"@SandySan111555 @GuruShareMarket Yes they ventured into it few months back "
X Link 2025-03-13T11:27Z [----] followers, [--] engagements
"@suryachaudhary1 Yes but not as a hint bro they said as a longterm solution to tackle the DCR panel shortage . Quoted the Concall summary for reference"
X Link 2025-03-13T16:09Z [----] followers, [---] engagements
"🏥 Innova Captab Ltd - A Detailed Analysis - Innova Captab is a leading integrated pharmaceutical company with a strong presence in CDMO (Contract Development & Manufacturing) domestic branded generics and international markets. -With continuous capacity expansion strong CDMO partnerships and new product introductions the company is positioned for robust future growth. 📌 Current Price: [---] 📊 52-Week High / Low: [----] / [---] 💰 Market Cap: [----] Cr Data Credit: Sovrenn"
X Link 2025-03-13T16:40Z [----] followers, 51.2K engagements
"1 Who is Innova Captab 📍Company Overview: 🔹Founded: [----] 🔹Headquarters: Baddi Himachal Pradesh India 🔹Business Model: Integrated pharmaceutical company with a strong presence in CDMO (Contract Development & Manufacturing) domestic branded generics and international markets. 🔹Presence: Serving [--] out of the top [--] pharmaceutical companies in India exporting to 25+ countries including regulated markets like the UK & Canada. 🔹Manufacturing Plants: [--] production blocks across multiple locations including the newly commercialized Jammu facility. 🔹Total Installed Capacity: -Baddi Plant:"
X Link 2025-03-13T16:40Z [----] followers, [----] engagements
"2 Business Model - How Does Innova Captab Make Money 💊 Pharmaceutical Manufacturing & CDMO - Core Offerings: [--] Contract Development & Manufacturing (CDMO) Provides formulation development and manufacturing services for 190+ pharmaceutical companies contributing 55% of revenue. [--] Domestic Branded Generics Portfolio of 600+ products distributed through 5000+ distributors and [---] lakh+ pharmacies contributing 18% of revenue. [--] International Branded Generics Presence in 25+ countries including regulated markets like Canada & UK contributing 12% of revenue. [--] API & Specialty Formulations"
X Link 2025-03-13T16:40Z [----] followers, [----] engagements
"4 Expansion & Growth Strategy 🏭Current Manufacturing Facilities & Installed Capacity: [--] Baddi Himachal Pradesh (3 Production Blocks) Tablets: 8.2B Capsules: 2.4B Ointments: 23M Dry Powder Injectables: 60M Dry Syrups: 54M Liquid Orals: 71M [--] Jammu India (Newly Commercialized - [--] Production Blocks) Tablets: 10.6B Capsules: 1.4B Dry Powder Injectables: 547M Dry Syrups: 311M BFS (LVP & Respules): 562M [--] Sharon Bio-Medicine (Dehradun & Taloja - API & Formulations) Tablets & Capsules: 2.01B API Production: [---] MT 🚀 Planned Expansion & Growth Initiatives: 🔹Jammu Facility Ramp Up - 400-500 Cr"
X Link 2025-03-13T16:53Z [----] followers, [----] engagements
"5 Innova Captab Key Clients & Partnerships ♻ Long-Term Partnerships Driving Growth CDMO revenue remains a key growth driver with a strong client base of 190+ pharmaceutical companies including [--] of the top [--] Indian pharma players. 📊Top Clients & Contribution: 🔹Client Retention 80%+ of clients have been associated for over five years. 🔹CDMO Product Portfolio Manufacturing 2900+ CDMO products across multiple dosage forms. 🏆 Key Clients (Leading Pharmaceutical Companies): 🔹Serving [--] of the top [--] pharmaceutical companies in India Strong presence in CDMO & formulation partnerships. 🔹190+"
X Link 2025-03-13T17:01Z [----] followers, [----] engagements
"6 Competitive Landscape Market Positioning & Key Strengths 🌍 Industry Ranking & Competitors: 🔹Among the Top [--] Largest Finished Tablet & Capsule Manufacturers in India. 🔹Competing with Lupin Sun Pharma and Dr. Reddys in the CDMO & generics space. 🔹Aurobindo Pharma Strong presence in regulated markets with a vast ANDA portfolio. 🔹Dr. Reddys Leading CDMO player with strategic partnerships in high-growth markets. 📈 Market Positioning & Growth Strategy: 🔹CDMO Business Expansion 55% of total revenue from CDMO; manufacturing 2900+ CDMO products. 🔹Pipeline Growth Investing in new formulations"
X Link 2025-03-13T17:07Z [----] followers, [----] engagements
"@Stock_marketIND A balanced mix of generics innovation & global expansion fuels Ciplas growth"
X Link 2025-03-13T18:24Z [----] followers, [--] engagements
"@Anvith_ Happy Holi Brother"
X Link 2025-03-14T05:29Z [----] followers, [--] engagements
"Innova Captab - Centrum CDMO Conference Key Takeaways : 🔹FY25 revenue target: 12bn+ 🔹Jammu plant to add 4-5bn revenue by FY26 🔹20%+ CAGR expected over next 3-5 yrs Jammu Plant Key Highlights: 🔹4.5bn investment for new facility 🔹4 blocks: Cephalosporin Penicillin Pennum & General 🔹Commercial production starts Q4FY25 🔹Expected breakeven in H1FY26 Financial Benefits: 🔹Interest Subsidy: Govt-backed loan at 2.5% effective rate 🔹GST Incentive: 3bn benefit (3x eligible investment) 🔹To unlock full GST benefit sales need to hit 7.5bn/yr from Jammu CDMO & API Trends: 🔹CDMO Model: In-house"
X Link 2025-03-14T06:36Z [----] followers, [----] engagements
"Q-Commerce Set to Soar 75-85% in [----]. What It Means for Zomato & Swiggy The quick commerce market in India is on a rapid growth trajectory expected to expand 75-85% in [----] reaching a $5 billion Gross Merchandise Value (GMV). With rising demand for ultra-fast deliveries heres how the landscape is shifting: 📦 Q-Commerce Growth Trends: 🔹40%+ increase in monthly transacting users (2024) 🔹Average orders per customer jumped from [---] (2021) to [--] (2024) 🔹 Stable hiring growth with peaks in December (22%) 📊 Hiring & Workforce Insights: 🔹 92% Male Workforce 🔹 Top hiring states: Karnataka (20%)"
X Link 2025-03-14T07:41Z [----] followers, [----] engagements
"💊Innova Captab - A Sharp Data-Driven Analysis -A leading pharmaceutical CDMO & branded generics player with strong domestic & international presence. -Innova Captab is scaling up with capacity expansion API integration & global market penetration. 📊 Deep dive into its revenue model fundamentals financials & growth strategy 🔍 Is Innova Captabs CDMO expansion and manufacturing growth built for long-term success 💡 Whats next for Innova Captab in Indias fast-growing pharma & CDMO space Check it out & share your views. 📌 Your likes comments & reposts 🔁 mean a lot. 🏥 Innova Captab Ltd - A"
X Link 2025-03-14T15:38Z [----] followers, [----] engagements
"Inflation Eases But RBI May Stay Cautious on Rate Cuts 🏦 Key takeaways from the latest report on RBIs monetary policy outlook: 🔹CPI Inflation Drops -Indias CPI inflation fell to 3.61% in Feb the lowest since July [----] mainly due to lower vegetable prices. -Januarys inflation was 4.3% and estimates for March are around 4.2%. 🔹Rate Cut Expectations Despite cooling inflation experts are divided on RBIs rate cut trajectory: -IDFC Bank: [--] bps cut in April another [--] bps later. -Bank of Baroda: [--] bps cut in April pause in June. -BofA: [---] bps cut this cycle. -UBS Securities: [--] bps cut in this"
X Link 2025-03-15T01:54Z [----] followers, 15.9K engagements
"📉 What Are Mutual Funds Buying in This Market Dip Top Stocks Added & Sold by MF Houses Last Month (Lets try to decode their moves) 1) By Parag Parikh Flexi cap Top [--] Buys (in % change) by Parag Parikh Flexi Cap in Feb Month [--] Dr. Reddy's Lab [--] Cipla Ltd [--] Zydus Lifesciences Ltd [--] Narayana Hrud. Ltd [--] HDFC Bank Ltd. ( % and value refer image below ) Increased Focus on Healthcare Stocks 🔹The top four purchases (Dr. Reddy's Cipla Zydus Lifesciences and Narayana Hrudayalaya) are all healthcare & pharma stocks. 🔹This suggests the fund manager is bullish on the healthcare & pharma sector"
X Link 2025-03-15T19:28Z [----] followers, 20.1K engagements
"Top [--] Sells (in % change) by Parag Parikh Flexi Cap in Feb Month [--] Power Grid Corporation Of India Ltd. [--] ITC Ltd. [--] HCL Technologies Ltd. [--] Coal India Ltd. [--] Mahindra & Mahindra Ltd. ( % and value refer image below ) Reduction in Power & Energy Exposure 🔹Power Grid Corporation (-13.29%) saw the highest selling & Coal India (-4.50% decrease is lowest) 🔹This suggests the fund house is reducing exposure to the energy sector possibly due to concerns about regulatory risks or valuation peaking. 📌 Possible Reason: 🔹Power sector may face short-term headwinds due to policy changes or ESG"
X Link 2025-03-15T19:48Z [----] followers, [---] engagements
"2) By HDFC Mid-Cap Opportunities Fund Top [--] Buys (in % change) by HDFC Mid-Cap Opportunities Fund in Feb Month [--] Hexaware Technologies Ltd. [--] Zomato Ltd. [--] Jindal Steel & Power Ltd. [--] Vishal Mega Mart Ltd. [--] Indusind Bank Ltd. (% and value refer to image below) Shift Towards Tech & Services Stocks 🔹The top two purchases (Hexaware Technologies & Zomato) reflect higher allocation in the Technology & Services sector. 🔹This suggests the fund manager is bullish on midcap IT and digital services possibly due to growth in digital transformation AI adoption and strong earnings visibility. 🔹Jindal"
X Link 2025-03-15T20:31Z [----] followers, [---] engagements
"3) By Quant Small Cap Fund 📈 Top [--] Buys (in % change) by Quant Small Cap Fund in Feb Month [--] Afcons Infrastructure Ltd. [--] Aegis Logistics Ltd. [--] NCC Ltd. [--] Welspun Enterprises Ltd. [--] Bata India Ltd. (% and value refer to image below) 📊 Increased Focus on Infrastructure & Services Stocks 🔹Three out of top five purchases (Afcons Infrastructure NCC and Welspun Enterprises) are construction stocks indicating a bullish stance on India's infrastructure growth. 🔹Aegis Logistics shows an interest in logistics & energy storage while Bata India represents a play on consumer discretionary spending."
X Link 2025-03-16T04:39Z [----] followers, [---] engagements
"📉 Top [--] Sells (in % change) by Quant Small Cap Fund in Feb Month [--] Reliance Industries Ltd. [--] JIO Financial Services Ltd. [--] Orchid Pharma Ltd. [--] HFCL Ltd. [--] Aditya Birla Fashion and Retail Ltd. (% and value refer to image below) 📊 Reduction in Large Cap & Financial Exposure 🔹Reliance Industries (-7.28%) & JIO Financial (-14.09%) saw the highest reduction indicating a shift away from large-cap dominance. 🔹This suggests the fund house is reducing exposure to conglomerates & financial services possibly due to valuation concerns or reallocation towards higher-growth sectors. 📌 Possible"
X Link 2025-03-16T04:51Z [----] followers, [---] engagements
"🟢Stocks Set to Benefit from Rising Chemical Prices Some key chemicals like Ortho Nitro Chloro Benzene p-Cresol & 24D saw a YoY price increase. [--] Aarti Industries ONCB Boom 🌟Ortho Nitro Chloro Benzene (ONCB) Prices UP +7% Key Facts: ✅ Exports: 2.31bn in Feb25 Note : Export Growth: -24% QoQ / -22% YoY (due to a high base in Q4FY24 & Q3FY25) ✅ Growth Factors: 🔹ONCB price surge higher margins 🔹Value-added products gaining share 🔹MMA demand rising with strong seasonal trends in Q4 & Q1 🔹Refiners spreads improving = demand boost (Gasoline-Naptha-crude) [--] Atul Ltd - 24D & p-Cresol King👑"
X Link 2025-03-17T17:10Z 14.4K followers, [----] engagements
"-Strong picks but context is key. -Bajaj & Muthoot thrive on credit cycles HDFC Bank is evolving and PPF Flexi Cap bets on flexibility. -Strategy over sentiment"
X Link 2025-03-17T18:26Z [----] followers, [--] engagements
"Maruti Tata Motors Hike Prices Amid Slowing Sales 🔹Maruti Suzuki to hike prices up to 4% from April due to rising costs 🔹Tata Motors to increase prices by up to 2% on commercial vehicles 🔹This marks Marutis 3rd price hike this year amid surging raw material costs 🔹Passenger vehicle sales fell 10% in February YoY signaling weak demand 🔹Car dealers are stuck with higher inventory levels (21-40 days) Will this move slow down car sales further 💭 Source : Live Mint #StockMarket #StocksToWatch #StocksInFocus #TataMotors #Maruti #MarutiSuzuki"
X Link 2025-03-18T03:57Z [----] followers, [----] engagements
"- A more nuanced framework perhaps sector-specific risk assessment or graded restrictions would prevent unnecessary liquidity crunches. - SEBI must balance investor protection with market vitality"
X Link 2025-03-18T04:56Z [----] followers, [---] engagements
"@Tharvind234 It's on my list too. -Balu forge have strong growth potential capitalizing on demand for high-performance forged components"
X Link 2025-03-18T05:38Z [----] followers, [---] engagements
"Sharda Cropchem latest outlook Growth Momentum & valuation - Report by Antique Strong Rebound : 🔹FY24 impacted by agrochemical slowdown & price corrections. 🔹9MFY25 rebounded with volume recovery. 🔹4QFY25 & FY26 outlook remains positive. Key Growth Drivers 🔹Normalized inventory boosting demand. 🔹Stronger agri demand globally. 🔹Higher NAFTA demand despite Chinese competition. 🔹Stable end-product prices improving margins. 🔹Lower raw material costs support growth. Operational Efficiency & Cost Control 🔹Gross Margin up YoY 🔹Lower RM prices aiding margins 🔹39.5 Cr forex loss expected to"
X Link 2025-03-18T23:31Z [----] followers, [----] engagements
"Half of India's Mutual Fund Investments Come from Just [--] Cities 🔹Mumbai - [-----] Lakh Cr (27.29%) 🔹Delhi - [---] Lakh Cr (12.25%) 🔹Bengaluru - [---] Lakh Cr (5.48%) 🔹Pune - [---] Lakh Cr (3.9%) 🔹Kolkata - [---] Lakh Cr (3.48%) 📊 These [--] cities dominate India's MF AUM #MutualFunds #Mumbai #Delhi #Bengaluru #Pune #Kolkata"
X Link 2025-03-19T13:22Z [----] followers, [----] engagements
"PE P/E Pricey Wallah"
X Link 2025-03-19T19:59Z [----] followers, [--] engagements
"@Anvith_ If it sticks the landing bulls might just book a one-way ticket to ATH"
X Link 2025-03-21T14:11Z [----] followers, [---] engagements
"Big shake-up at IndusInd Bank - RBI steps In 🔹CEO Sumant Kathpalia & his deputy Arun Khurana asked to step down 🔹Why A $175M overvaluation in the banks derivatives portfolio (2.35% of book) 🔹Lapse breached new RBI rules (April 2024: stricter derivative valuation norms) 🔹RBI has lost confidence in the top brass but wants an orderly exit 🔹Successors must be external hires no internal promotions 🔹 Khurana was heading the division behind the lapse 🔹Moodys on alert - banks rating under review 🔹Internal red flags were raised back in Sept [----] 🔹RBI assures depositors: Bank is"
X Link 2025-03-21T15:01Z [----] followers, [---] engagements
"Bajaj Finance - Why Mirae Asset is Bullish on it let's break it down Leadership continuity + robust growth + solid fundamentals = a compelling large-cap NBFC play 👥 Leadership That Investors Trust 🔹Rajeev Jain - the man behind BAFs transformation becomes Vice Chairman from April [--] [----]. 🔹Anup Saha promoted as new MD 🔹Jains legacy: AUM grew 10x (FY15 - 24) PAT CAGR: 36% over [--] years 📗 Strong Growth Outlook 🔹FY25 - 27E AUM CAGR: 25% 🔹PAT CAGR for same period: 26% 🔹FY27E EPS: [-----] vs [-----] in FY24 🔹Management guides [--] - 27% loan growth in FY26 💹 Return Ratios - Best in Class 🔹FY27E"
X Link 2025-03-22T02:17Z [----] followers, [---] engagements
"Bajaj Finance - Why Mirae Asset is Bullish on it let's break it down Leadership continuity + robust growth + solid fundamentals = a compelling large-cap NBFC play 👥 Leadership That Investors Trust 🔹Rajeev Jain - the man behind BAFs transformation becomes Vice Chairman from April [--] [----]. 🔹Anup Saha promoted as new MD 🔹Jains legacy: AUM grew 10x (FY15 - 24) PAT CAGR: 36% over [--] years 📗 Strong Growth Outlook 🔹FY25 - 27E AUM CAGR: 25% 🔹PAT CAGR for same period: 26% 🔹FY27E EPS: [-----] vs [-----] in FY24 🔹Management guides [--] - 27% loan growth in FY26 💹 Return Ratios - Best in Class 🔹FY27E"
X Link 2025-03-22T02:17Z [----] followers, [----] engagements
"I analysed One Point One Solutions. My view as follows -Why FIIs are interested 76% PAT growth YoY 58% revenue growth Global expansion via M&A (LatAm Europe India) Strong margins (OPM 27%) Tech-driven BPO/KPO with AI RPA CRM offerings -But they are some cautions also Valuation rich (PE 40x P/FCF 176x) Promoter stake down (70% to 52%) Debtor days rising (cash flow risk) FII buying = confidence But deep research = conviction. Not a value play . High-growth high-risk bet No buy/sell reco"
X Link 2025-03-23T03:31Z [----] followers, [----] engagements
"5 Aarti Pharmalabs Key Clients & CDMO Partnerships ♻Strong Long-Term Relationships Fueling Growth CDMO/CMO Business Momentum: 🔹56 Active Projects 🔹28 Commercialized [--] Under Development 🔹Serving [--] Global Clients including Innovator and Big Pharma Companies Client Contribution (CDMO + API): 🔹Focus areas: HPAPIs NCEs late-stage clinical programs CDMO Strengths [--] End-to-end services: Route design to commercial manufacturing [--] Strong process validation analytical method development and regulatory support [--] Dedicated R&D & pilot-scale facilities for CDMO business Global Market Penetration:"
X Link 2025-03-23T16:40Z [----] followers, [---] engagements
"6 Competitive Landscape Market Positioning & Key Strengths Industry Position & Peers: 🔹Recognized as one of Indias top small-molecule CDMO/API companies 🔹Competes with other Indian API manufacturers and global CDMO players 🔹Differentiated by its leadership in Xanthine Derivatives and end-to-end CDMO capabilities Market Positioning & Strategy: 🔹15 - 20% global share in Xanthine 80% market share in India 🔹56 CDMO projects with [--] commercialized molecules 🔹Presence across regulated (US EU Japan) and emerging markets (Asia Africa LATAM) 🔹Expansion via Atali CDMO facility & Xanthine"
X Link 2025-03-23T16:47Z [----] followers, [---] engagements
"10 Industry Outlook & Market Opportunity Global CDMO & Pharma Industry Trends: ✅ Global CDMO market CAGR: 78% Outpacing overall pharma growth ✅ Increasing outsourcing by big pharma Cost-efficiency + speed-to-market driving CDMO demand ✅ India emerging as a global CDMO hub Backed by talent infrastructure and regulatory capabilities Small Molecule & API Focus: ✅ Global shift towards specialty APIs HPAPIs and complex intermediates ✅ Aarti is well-aligned with this shift through its regulated market-ready API portfolio and R&D-backed CDMO pipeline Xanthine Market Opportunity: ✅ Global Xanthine"
X Link 2025-03-23T17:33Z [----] followers, [---] engagements
"11 Key Risks & Challenges ⚠ Regulatory Risk Continuous compliance with USFDA EU GMP etc. is critical for exports ⚠ Xanthine Competition Faces pricing pressure from synthetic caffeine players like CSPC BASF SG Spectrum Kudus etc. ⚠ Environmental Risk Past boiler-related closure due to PCB notice; future violations may lead to plant shutdowns ⚠ Dumping Risk Overcapacity in China could trigger low-cost dumping hurting margins ⚠ Valuation & Returns High PB (3.71) low ROE (13.1%) raise investor caution ⚠ Execution Risk Timely ramp-up of Atali & Xanthine expansion is critical for growth 📌 Aartis"
X Link 2025-03-23T17:39Z [----] followers, [---] engagements
"Waaree Energies - Why is Nuvama bullish on it Lets breaks down their BRAVEHEART BUY call. TP: [----] (25% upside) [--] Waaree's Big Shift: From Solar Modules to New Energy Powerhouse 🔹Not just a module maker anymore 🔹Foraying into green hydrogen electrolysers inverters battery storage Li-ion cells 🔹Building a fully integrated clean energy ecosystem vertical + horizontal [--] A Y2K-style Multi-Decade Opportunity 🔹Indias clean energy sector = IT boom of 2000s 🔹Early-stage exponential market expansion phase 🔹Waaree is perfectly positioned on the S-curve to ride long-term gains [--] Blazing Growth"
X Link 2025-03-24T07:44Z [----] followers, 13.8K engagements
"BULLISH ON TELECOM Centrums March [----] Report Reveals its Top & Bottom Picks -Centrum flags whos dominating and whos barely hanging on. Heres the breakdown Top Picks [--] Bharti Airtel (BUY TP 1943) 🔹EPS to nearly double by FY27: [----] (FY25e) [----] (FY27e) 🔹ARPU MACHINE : CAGR 1012% expected 🔹120M+ 5G subs 33.4% market share 🔹Valuation rerating in play EV/EBITDA 11.5x 7.6x 🔹Premiumisation: 2G 4G prepaid postpaid 🔹Capex moderating Strong FCF outlook 🟩 Centrum backs Airtel as the top telecom play with rising ARPU expanding 5G base and strong FCF outlook. Trading at attractive EV/EBITDA its"
X Link 2025-03-25T06:30Z [----] followers, [----] engagements
"@NavinInvests Indias consumption boom could boost stocks like DMart Reliance Retail Trent Titan Jubilant FoodWorks Page Industries and Nykaa. no buy/sell reco"
X Link 2025-03-25T18:44Z [----] followers, [---] engagements
"Infra capex = decade-long story. Focused on strong balance sheet players. - GMR Infra + Adani Ports for transport-led growth. Eyes on execution. - RVNL + Titagarh combo for rail boom. Infra + Make in India = 💥 - PowerGrid & REC for steady gains from power infra push"
X Link 2025-03-26T07:42Z [----] followers, [---] engagements
"3L Cr capex by FY27 = Not just laying tracks laying the foundation for a $5T economy. 30K wagons & 8K coaches/year Big tailwind for Titagarh Texmaco Jupiter Wagons. NO BUY/SELL RECO"
X Link 2025-03-26T07:57Z [----] followers, [---] engagements
"Govt plans to incentivize replacement of old ACs (over [--] years old) with energy-efficient 5-star models Incentives: Redeemable certificates from recyclers Exchange discounts Rebates on electricity bills ➕ Industry gets a boost too Brands like Blue Star LG Voltas Havells etc. are on board for inputs Rollout may create a steady market for energy-efficient ACs Could also boost domestic manufacturing ➕ AC proxy companies ( like Amber KRN PGEL Epack etc ) will also benefit from this policy push Household AC usage is set to surge Projections (BEE report): 8% homes had ACs in 2017-18 To reach 21% by"
X Link 2025-03-27T02:41Z [----] followers, 22K engagements
"Govt plans incentives to replace old ACs (8+ yrs) with energy-efficient 5-star models - This policy push is positive for both AC manufacturers and proxy companies aiming to cut energy bills reduce emissions & support Make-in-India. ➕ AC Companies : Voltas Blue Star etc ➕ AC Proxy Companies : Amber Enterprises AC components & OEM PGEL (PG Electroplast) Contract manufacturing EPACK Durable RAC & white goods KRN Heat Exchanger Sheet metal components Etc Disclaimer: No buy/sell recommendation. #StocksInFocus #StocksToWatch Govt plans to incentivize replacement of old ACs (over [--] years old) with"
X Link 2025-03-27T03:07Z [----] followers, 17.6K engagements
"-Morgan Stanley backs mid-cap IT like Coforge (18.3% rev 28.7% EPS CAGR) and LTIMindtree for strong BFSI-led growth and margin support. Large caps like Infosys and Wipro may lag with EBIT margins still below pre-COVID levels even by FY27"
X Link 2025-03-28T00:14Z [----] followers, [---] engagements
"-HAL leads the charge in defense with record-breaking returns strong analyst backing (15/16 Buy) and a 1.5L Cr market cap proving even giants can fly defense isnt a sprint its a long-term runway"
X Link 2025-03-28T18:55Z [----] followers, [---] engagements
"Massive PLI Alert [-----] Cr Greenlit - Who Wins Big in Indias Electronics Boom - A massive [-----] Cr PLI scheme has just been approved to supercharge electronics manufacturing in India. Heres everything you need to know 👇 [--]. Big Picture - Outlay: [-----] Cr over [--] years - Goal: Boost domestic production of key electronics components This PLI scheme aims to: ✅ Attract [-----] Cr in investments ✅ Generate [----] Lakh Cr worth of production ✅ Create 91600+ direct jobs ✅ Boost exports to [--] Trillion in [--] years - This is not just policy its industrial acceleration. [--]. Whats Covered The scheme targets core"
X Link 2025-03-29T08:07Z [----] followers, 17.2K engagements
"India's Pharma play isnt just heating up its compounding quietly across verticals #BetaDrug Among top [--] oncology drug producers in riding the 1418% oncology CAGR tailwind 🔹#Aurobindo US generic leader; $1.8B+ US sales in FY24; 400+ ANDA approvals 🔹#SunPharma 2nd highest ANDA filings; Indias largest pharma player with [-----] Cr+ revenue 🔹#AlembicPharma R&D-heavy with 1214% of revenue reinvested annually into innovation 🔹#MankindPharma [----] Cr+ domestic revenue; leading OTC + prescription brands 🔹#AjantaPharma Strong cardio portfolio + rising US growth; 30%+ EBITDA margins 🔹#AmiOrganics"
X Link 2025-03-29T08:21Z [----] followers, [---] engagements
"- Peter Lynch said it best ignore the News and stick to the PowerGrid of fundamentals. - Dont let weekend noise turn your mind into an Indus Tower of panic. - No need to Tata Steel your nerves it's a trading holiday not an earnings call. - So relax sip some Coffee Day and enjoy your Indian Hotels staycation"
X Link 2025-03-29T11:24Z [----] followers, [---] engagements
"@TradeInboxIN Think -Gold shines but Narayana Hrudayalaya is curing portfolios too. -You wear Titan but do you own it -Real estate is great till you see what DMart did with 10K. -Why just SBI Fixed Deposit when SBI Life is growing faster"
X Link 2025-03-29T11:28Z [----] followers, [---] engagements
"A perfect storm of positives for BSE -Bonus buzz NSE IPO delay SEBIs expiry reshuffle and Jefferies easing EPS concernsall aligning to fuel that 16% surge. -When sentiment structure and surprise align the market reacts fast"
X Link 2025-03-29T12:04Z [----] followers, [---] engagements
"Indias Electronics Push Gets a Software Upgrade. Which Companies is set to ride this benefit - Ashwini Vaishnaw lays out the next big goal: Design software in India to complete the entire electronics value chain. 🔸From Hardware to Software. We started with smartphones moved to IT hardware and now electronics components the cycle is complete. 🔹Next Target: Software Design in India. Currently hardware is made here but software design isnt. Thats changing soon. 🔹Full Value Chain Integration Once design starts India will own the entire cycle - raw materials components assembly software. -"
X Link 2025-03-31T02:39Z [----] followers, [----] engagements
"- Most new-age tech IPOs like Paytm Ola Swiggy & PB Fintech saw steep valuation drops post listing due to poor profitability and lofty valuations. - Zomato is an exception with sharp recovery while Nykaa shows some rebound. Market now values sustainable growth over buzz"
X Link 2025-03-31T02:59Z [----] followers, [---] engagements
"Tariff Gap Decoded: Indian Stocks That Could Gain and Others at Risk if US Imposes Reciprocal Tariffs - Every trade deal has a hidden battlefield. - In India-US talks it's all about Tariff Gaps. Heres a powerful breakdown of whos winning whos protecting and where India holds the upper hand. What is a Tariff Gap The difference in import duties both countries impose on each others goods. - High Indian tariffs = Local industry protection - Low Indian tariffs = Export-friendly play Lets see how this plays out across sectors Where India Holds Power (High Tariffs Imposed): - India protects key"
X Link 2025-04-01T03:18Z [----] followers, 11K engagements
"@vishpradp Chip sovereignty is the foundation of true AI/ML power. Without it we're just renters in the global tech race"
X Link 2025-04-01T03:49Z [----] followers, [--] engagements
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