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@selvaprathee Avatar @selvaprathee Investors Compass

Investors Compass posts on X about india, stocks, infra, money the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Social category influence countries XXXX% finance XXXX% stocks #6552 automotive brands XXXX% luxury brands XXXX% fashion brands XXXX%

Social topic influence india #2990, stocks #858, infra #102, money #2285, ipo #480, momentum #1119, finance #1999, q2 #9, playbook 1.04%, surge #579

Top accounts mentioned or mentioned by @anvith_ @thealpha10x @dhawaldoshi5 @breakoutchart__ @trendspark420 @baddestopinion @stock_marketind @praveen12pranis @vishan_khadke @ssage82827 @yesabhie @kpsraja @suryachaudhary1 @adityakrr @drbaidas @ashishmeher7 @saveinvest_etf @logical_traderr @tsatwork @niveshwithrg

Top assets mentioned Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Goldman Sachs Initiates Coverage on Indias Defense & Aerospace Sector - Initiates coverage on X companies across the ecosystem - Highlighting TAM Expansion Indigenisation Export Boom X The Decade of Defense Supremacy - Indias defense engine is entering a multi-decade rerating phase. Goldman Sachs projects: ✦ TAM up 6x - 1.6L Cr (FY25) 10.4L Cr (FY47) ✦ Capital outlay CAGR: X% ✦ Private EPS CAGR: XX% vs XX% for PSUs ➡ The message is clear the next wave of alpha lies with private innovators not legacy PSUs. X From Importer of Arms Exporter of Security - Indias defense ecosystem has pivoted from"
X Link @selvaprathee 2025-10-12T03:32Z 16.3K followers, 56.4K engagements

"Auto Ancillaries Value Chain - Mapping Indias Listed Players Inside Out - From engine blocks & drivelines to airbags & interiors heres how Indias listed champions power every bolt brake & brain of mobility. X Engine Powertrain & Transmission The heart of motion pistons crankshafts clutches axles & gearboxes. Sona Comstar EV drivelines starter motors Bosch engine management fuel injection Remsons control cables Rane Group engine valves steering & powertrain components Shriram Pistons & Rings pistons piston rings engine components Varroc precision forgings Endurance Tech clutches transmissions"
X Link @selvaprathee 2025-09-28T18:02Z 16.3K followers, 110.2K engagements

"Anant Raj Roadmap to 8000+ Cr DC & Cloud Revenue - From a land-rich real estate developer ➡ to a full-stack digital infrastructure platform. - Lets decode the 8870 Cr ($1B) ambition by FY32 X The Core Thesis Anant Raj is shifting from developer earnings annuity EBITDA through: Owned Hyperscale DCs Manesar Panchkula Rai Cloud Integration Orange Business tie-up Policy Tailwinds Draft DC Policy 2025 High-Margin Recurring Revenue IaaS PaaS SaaS ➡ This is not a one-time buildout its a structural compounding engine. X Capacity Ramp = Scale Visibility Anant Raj is executing a phased hyperscale"
X Link @selvaprathee 2025-09-28T14:23Z 16.3K followers, 81.4K engagements

"Tractor Sales Boom in September - September 2025 marked a record month for Indias tractor industry signaling a strong rural revival. 🔹M&M 64946 units (+50% YoY) 🔹Escorts Kubota 18267 units (+48%) Other important stocks 🔹VST Tillers 3480 units (+35%) Tillers: 3002 (+42%) Tractors: XXX (+1%) 🔹 Indo Farm XX% of total revenue from tractors; rest from cranes Key Growth Drivers Early Navratri pulled festive sales into September Above normal monsoon = higher crop output stronger sentiment GST cut on tractor parts improved affordability Rural credit & finance penetration rising No Buy/Sell"
X Link @selvaprathee 2025-10-02T20:49Z 16.3K followers, 15.1K engagements

"7 Motilal Oswal Midcap Fund 🔹Eternal Ltd. ➡ Fresh Entry: 3139 Cr 🔹One97 Communications Ltd. ➡+99.8% 🔹Trent Ltd. ➡+20.7% 🔹Tube Investments of India Ltd. ➡+73.8% 🔹Polycab India Ltd. ➡+15.3% X Edelweiss Mid Cap Fund 🔹AU Small Finance Bank Ltd. ➡Fresh Entry: XXXXXX Cr 🔹CreditAccess Grameen Ltd. ➡Fresh Entry: XXXXXX Cr 🔹HDB Financial Services Ltd. ➡+481.6% 🔹IDFC First Bank Ltd. ➡Fresh Entry: XXXXX Cr 🔹GE Vernova T&D India Ltd. ➡+192.1% X HDFC Mid-Cap Opportunities Fund 🔹Marico Ltd. ➡+17.4% 🔹Max Financial Services Ltd. ➡+6.7% 🔹Fortis Healthcare Ltd. ➡+10.8% 🔹Delhivery Ltd. ➡+19.8%"
X Link @selvaprathee 2025-09-18T16:30Z 16.3K followers, 2897 engagements

"Belrise Industries Structural Rerating Roadmap - From a 2W component maker to a multi-segment system supplier - Belrise is engineering a structural rerating cycle built on execution diversification and capital efficiency - Lets decode the X year transformation playbook X FY25 Reset Phase: The Foundation FY25 focus preparing for IPO-led deleveraging May 2025 IPO proceeds used to repay 1596 Cr debt Interest burden reduced balance sheet deleveraged ROCE base built financial flexibility restored 🗣 "The IPO proceeds have strengthened our balance sheet enabling us to fully repay 15960 million debt"
X Link @selvaprathee 2025-10-07T16:08Z 16.3K followers, 43.8K engagements

"4 Quant Small Cap Fund 🔹Gland Pharma Ltd. ➡+100.8% 🔹Suven Life Sciences Ltd. ➡Fresh Entry: XXXXXX Cr 🔹Poly Medicure Ltd. ➡+7.6% 🔹Anand Rathi Wealth Ltd. ➡+5.6% 🔹JM Financial Ltd. ➡+12.5% X Nippon India Small Cap Fund 🔹ITC Ltd. ➡Fresh Entry: XXXXXX Cr 🔹BlueStone Jewellery & Lifestyle Ltd. ➡Fresh Entry: XXXXXX Cr 🔹Clean Science and Technology Ltd. ➡+490.8% 🔹JSW Cement Ltd. ➡Fresh Entry: XXXXXX Cr 🔹HCL Technologies Ltd. ➡Fresh Entry: XXXXXX Cr X Tata Small Cap Fund 🔹Godrej Industries Ltd. ➡+10.9% 🔹Sudarshan Chemical Industries Ltd. ➡+4.2% 🔹Network People Services Technologies Ltd."
X Link @selvaprathee 2025-09-18T15:48Z 16.3K followers, 1717 engagements

"Ashapura Minechem Rerating Roadmap - The Scale Up Blueprint - Infra built. Volumes scaling. Cashflows compounding. - The next leg of Ashapuras journey is about execution monetization & rerating. X The Foundation Built Over $XXX Mn invested in Guinea infra. ports roads mines X owned ports with XX Mtpa throughput Heavy capex phase completed no major outlay ahead ➡ Sets the stage for a volume-led cycle X The Scale-Up Begins Q1 FY26 exports X Mn MT (record quarter) FY2728 target XX Mn MT annually Port capacity expansion XX XX Mtpa by Q1 FY27 ➡ Operating leverage to lift margins & profitability 3"
X Link @selvaprathee 2025-10-09T13:53Z 16.3K followers, 21.4K engagements

"Stallion India Fluorochemicals Q2 FY26 Concall Highlights Blueprint for Integrated Value Creation - One of the insightful concalls this quarter X Strong Quarter Solid H1 Base Achieved XX% of FY26 revenue guidance (430 Cr) in H1 itself 🗣 H1 is typically our weaker half; with H2 seasonally stronger we remain confident of achieving and possibly exceeding full-year targets. X Major Capacity Expansion Pipeline Bilwara (Rajasthan): 10000 TPA R32 manufacturing Capex XXX Cr commissioning by Jul 2026 Mambattu (Andhra): HFO blending Helium & Semiconductor hub Capex 2030 Cr start by JanFeb 2026 Kalapur"
X Link @selvaprathee 2025-10-15T18:44Z 16.3K followers, 6490 engagements

"Black Box $700M FY26 backlog growth visibility locked Fortune XXX pivot high-value annuity engine AI-Edge infra focus hyperscaler led scale GTM revamp CXO connects deeper wallet share 9%+ EBITDA Q3 ramp = margin unlock"
X Link @selvaprathee 2025-10-07T18:39Z 16.3K followers, XXX engagements

"Top Stocks Bought by Mutual Funds in September 2025 Lets try to understand how they positioned before Q2 results And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹HDFC Bank Ltd. ➡+6.0% 🔹Kotak Mahindra Bank Ltd. ➡+5.1% 🔹Axis Bank Ltd. ➡+6.8% 🔹Power Grid Corporation of India Ltd. ➡+5.9% 🔹Mahindra & Mahindra Ltd. ➡+7.1% X HDFC Flexi Cap Fund 🔹Axis Bank Ltd. ➡+8.3% 🔹Cohance Lifesciences Ltd. ➡New Entry: XXXXX Cr 🔹State Bank of India ➡+8.7% 🔹Eicher Motors Ltd. ➡+14.8% 🔹HDFC Bank Ltd. ➡+4.1% X Helios Flexi Cap Fund 🔹NTPC Ltd. ➡+2210% 🔹Niva Bupa Health Insurance Co."
X Link @selvaprathee 2025-10-15T03:26Z 16.3K followers, 34.3K engagements

"7 Motilal Oswal Midcap Fund 🔹Kaynes Technology India Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Aditya Birla Capital Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Coforge Ltd. ➡ +12.5% 🔹Kei Industries Ltd. ➡ +33.7% 🔹Persistent Systems Ltd. ➡ +7.2% X Edelweiss Mid Cap Fund 🔹Vishal Mega Mart Ltd. ➡ +110.0% 🔹Persistent Systems Ltd. ➡ +23.7% 🔹Multi Commodity Exchange Of India Ltd. ➡ +35.5% 🔹PNB Housing Finance Ltd. ➡ Fresh Entry: XXXXX Cr 🔹City Union Bank Ltd. ➡ +74.2% X HDFC Mid-Cap Opportunities Fund 🔹Vishal Mega Mart Ltd. ➡ +72.3% 🔹Glenmark Pharmaceuticals Ltd. ➡ +45.5% 🔹AU Small Finance Bank Ltd. ➡ +22.4%"
X Link @selvaprathee 2025-07-12T16:20Z 16.3K followers, 6758 engagements

"2 Business Model How They Make Money Own Brands Timex Helix TMX Licensed Portfolio Guess Versace Nautica Ted Baker Aston Martin GC Philipp Plein OEM / Contract Manufacturing Supplies to Indian lifestyle brands (Van Heusen Allen Solly Woodland Lavie etc.) Channel Mix XX% Online XX% Offline Manufacturing & Supply In-house for Timex/Helix/OEM outsourced TMX luxury Swiss brands imported ➡ A diversified business model with multiple revenue levers ensures resilience across categories price points and channels. #StocksInFocus #StocksToWatch #timex"
X Link @selvaprathee 2025-09-09T16:59Z 16.3K followers, 2001 engagements

"Narayana Hrudayalaya shifting gears for rerating journey Structural Rerating Playbook - From Hospital Operator ➡ Healthcare Ecosystem - Lets decode how NH is shifting gears from a cyclical hospital play to a structural compounding platform X FY26 Volatility ➡ Stability Cayman expansion stabilizing all services live volatility to normalize in XX quarters Integrated Care scaling fast breakeven expected by FY26-end XX% digitalization achieved; operational efficiency improving Insurance + Clinics gaining traction; burn within XXX Cr plan ➡ Focus: Absorbing early losses building ecosystem"
X Link @selvaprathee 2025-09-30T18:21Z 16.3K followers, 51.4K engagements

"Pace Digitek Rerating Pivot from telecom infra to BESS infra - A shift from tower power to grid power - From telecom roots to a XXX Cr BESS the next growth engine is charging up. X The Big Bet XXX Cr Battery Energy Storage Push ✦ IPO proceeds of XXX Cr XXX Cr allocated to Battery Energy Storage (BESS) projects with MSEDCL in Maharashtra. ✦ 1500 MWh capacity under development targeted completion in XX months. ✦ XX% IRR on equity; backward integration ensures margins above industry standards. 🗣 With backward integration our IRR will be better than industry standards. X Stable Annuity Model ="
X Link @selvaprathee 2025-10-13T02:48Z 16.3K followers, 24.9K engagements

"NetWebs Compounding Playbook The Road to Rerating - Everyone talks about AI applications. - But few notice the companies quietly building the compute backbone behind it. - NetWeb Technologies isnt chasing hype its powering defense AI supercomputers & private clouds. X AI Becomes the Core Engine AI revenue share: XX% in Q1 vs XX% last year vs X% two years back Mgmt raised FY26 guidance: XX% of revenues (vs XX% earlier) Growth: +300% YoY in Q1 Order mix: 2324% from govt (esp. defense) rest enterprise 🗣 AI used to be X% last year XX% this year I raise guidance to 22%. CMD ➡ AI isnt just growth"
X Link @selvaprathee 2025-09-25T07:48Z 16.3K followers, 84.2K engagements

"4 Quant Small Cap Fund 🔹Piramal Finance Ltd. ➡Fresh Entry: XXXXX Cr 🔹Adani Power Ltd. ➡+28.7% 🔹Usha Martin Ltd. ➡+38.2% 🔹Aegis Logistics Ltd. ➡+13.9% 🔹Aptus Value Housing Finance India Ltd. ➡Fresh Entry: XXXXX Cr X Nippon India Small Cap Fund 🔹Asahi India Glass Ltd. ➡+99.5% 🔹ITC Ltd. ➡+56.8% 🔹Sundaram Finance Holdings Ltd. ➡+32.6% 🔹NLC India Ltd. ➡+26.7% 🔹Healthcare Global Enterprises Ltd. ➡Fresh Entry: XXXXX Cr X Tata Small Cap Fund 🔹Network People Services Technologies Ltd. ➡+1514% 🔹Balrampur Chini Mills Ltd. ➡+154.2% 🔹Usha Martin Ltd. ➡+25.4% 🔹Anant Raj Ltd. ➡+35.2% 🔹Tega"
X Link @selvaprathee 2025-10-15T03:26Z 16.3K followers, 1311 engagements

"1 Who Are They Business Model: Global watchmakers India arm with X growth engines ➡ Own Brands Licensed Brands OEM Contracts Presence: Strong Pan-India retail & e-commerce network Exports 400K watches annually to Asia & South America Market Position: Among the top-2 watch players in India Market share expanded from XX% XX% in X years Order Book: XXXXX Cr outstanding (+222% YoY) Manufacturing: Baddi (HP) plant 5.4M units/year capacity ➡ Positioned as a fast-scaling consumer discretionary play with premiumisation & omnichannel expansion as key levers. #StocksToWatch #StocksInFocus #timex"
X Link @selvaprathee 2025-09-09T16:59Z 16.3K followers, 2154 engagements

"Top Stocks bought by Mutual Funds in July 2025 - Lets try to understand how they positioned during US tariff drama time & Q1 result season - And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹E.I.D. - Parry (India) Ltd. ➡+26.3% 🔹ICICI Bank Ltd. ➡+11.2% 🔹Dr. Reddy's Laboratories Ltd. ➡+7.3% 🔹ITC Ltd. ➡+2.9% 🔹HDFC Bank Ltd. ➡+1.8% X HDFC Flexi Cap Fund 🔹State Bank of India ➡+39.2% 🔹Bosch Ltd. ➡+23.6% 🔹Infosys Ltd. ➡+24.4% 🔹Cipla Ltd. ➡+8.4% 🔹ICICI Bank Ltd. ➡+6.5% X Nippon India Multi Cap Fund 🔹Varun Beverages Ltd. ➡+75.7% 🔹Mahindra & Mahindra Ltd. ➡+58.8% 🔹FSN"
X Link @selvaprathee 2025-08-12T14:16Z 16.3K followers, 174.6K engagements

"Data Center Value Chain Mapping Indias Listed Players From Grid to Cloud Indias AI & Cloud boom is driving hyperscale DC capex. DCs = Cross-sector capex cycle Power + Infra + IT + Cooling converge. - Listed players here are the hidden backbone of Indias digital infra build out X 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 X LV Power Distribution Havells India"
X Link @selvaprathee 2025-09-23T20:34Z 16.3K followers, 240.7K engagements

"KPI Green New Order Wins XXX MW solar LOA under DCR category boosts CPP visibility & reinforces industrial solar demand momentum. IPP Scale-Up XXX GW under execution + 25-yr GUVNL PPAs = annuity-style earnings kicker. BESS Entry 3-4 K Cr tenders + Delta tie-up puts KPI early in Indias energy-storage curve. Subsidiary IPO Sun Drops Energia listing unlocks value + strengthens balance sheet. Margin Stability XX% EBITDA 1618% PAT guided; rising IPP mix to lift blended margin profile. No reco"
X Link @selvaprathee 2025-10-09T16:24Z 16.3K followers, XXX engagements

"Top Stocks Bought by Mutual Funds in August 2025 Lets try to understand how they positioned during the US tariff drama And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹Indian Energy Exchange Ltd. ➡+71.8% 🔹ITC Ltd. ➡+5.4% 🔹Maruti Suzuki India Ltd. ➡+6.6% 🔹Kotak Mahindra Bank Ltd. ➡+5.5% 🔹Axis Bank Ltd. ➡+5.9% X HDFC Flexi Cap Fund 🔹Maruti Suzuki India Ltd. ➡+17.3% 🔹Eicher Motors Ltd. ➡+19.0% 🔹Hyundai Motor India Ltd. ➡+14.3% 🔹Infosys Ltd. ➡+18.0% 🔹HCL Technologies Ltd. ➡+7.6% X Nippon India Multi Cap Fund 🔹Infosys Ltd. ➡+62.3% 🔹Cipla Ltd. ➡Fresh Entry: 210.55"
X Link @selvaprathee 2025-09-18T15:48Z 16.3K followers, 126.2K engagements

"Adani Ports 🔹Integrated Model Strong execution across ports logistics marine; FY26 on track. 🔹Container Push Capacity ramp at key ports to capture EXIM growth. 🔹Logistics Surge Tech-led trucking & freight driving high ROCE. 🔹Marine Boost 2.9x growth via fleet expansion long-term charters. 🔹RSR & New Ports Dhamra coal play; Colombo Vizhinjam outperform. No Reco"
X Link @selvaprathee 2025-09-28T10:24Z 16.3K followers, XXX engagements