[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @AnshBhilwar Ansh Bhilwar, CMT Ansh Bhilwar, CMT posts on X about momentum, stockmarket, goldman sachs, alltime the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::996646133270306816/interactions)  - X Week XXXXX +168% - X Month XXXXX -XX% - X Months XXXXXX +42% - X Year XXXXXX +26% ### Mentions: XX [#](/creator/twitter::996646133270306816/posts_active)  - X Week XX +23% - X Month XX -XX% - X Months XXX +53% - X Year XXX +9% ### Followers: XXX [#](/creator/twitter::996646133270306816/followers)  - X Week XXX +0.36% - X Month XXX +0.60% - X Months XXX +24% - X Year XXX +39% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::996646133270306816/influencer_rank)  ### Social Influence [#](/creator/twitter::996646133270306816/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% **Social topic influence** [momentum](/topic/momentum) #1044, [stockmarket](/topic/stockmarket) #849, [goldman sachs](/topic/goldman-sachs) #245, [alltime](/topic/alltime) 1.82%, [$hsbc](/topic/$hsbc) 1.82%, [outlook](/topic/outlook) 1.82%, [trade war](/topic/trade-war) 1.82%, [china](/topic/china) 1.82%, [stocks](/topic/stocks) 1.82%, [upside](/topic/upside) XXXX% **Top accounts mentioned or mentioned by** [@zeebusiness](/creator/undefined) [@redboxindia](/creator/undefined) [@neha1007](/creator/undefined) [@vijay341singh](/creator/undefined) [@stockbeefan](/creator/undefined) [@ikjain6](/creator/undefined) [@indialensnews](/creator/undefined) **Top assets mentioned** [Goldman Sachs (GS)](/topic/goldman-sachs) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Infosys Limited (INFY)](/topic/$infy) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts [#](/creator/twitter::996646133270306816/posts) --- Top posts by engagements in the last XX hours "📈 Nifty Bank hits All-Time High after XX sessions 🚀 🏦 Index scales past previous peak of 57628.4 (2nd July) to hit a fresh record high today 🔥 Breaks out after more than X months of consolidation 💪 Strong momentum led by HDFC Bank ICICI Bank & Axis Bank #NiftyBank #AllTimeHigh #BankingStocks #Markets #StockMarket" [X Link](https://x.com/AnshBhilwar/status/1979051271576523148) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T05:06Z XXX followers, XXX engagements "Brokerages on Persistent Systems 💻 📊 CLSA: Maintain BUY 🎯 8270 (from 8048) ➡ Strong execution margin expansion & AI-led traction continue 🚀 📊 JP Morgan: Maintain Overweight 🎯 7400 (from 6500) ➡ Solid growth outlook; order momentum & profitability improving 📈 📊 HSBC: Maintain Hold 🎯 6000 (from 5545) ➡ Recognizes consistent performance but sees limited near-term upside ⚖ #PersistentSystems #Earnings #BrokerageRadar #IT #Stocks #Q2FY26 #stocksinfocus #trading #investing" [X Link](https://x.com/AnshBhilwar/status/1978269386516369789) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-15T01:19Z XXX followers, XXX engagements "LTIMindtree Q2FY26 Highlights 💻📊 💰 Consolidated Profit: 1401 Cr (vs est. 1285 Cr) Up from 1254 Cr QoQ 📈 Revenue: 10394 Cr (vs est. 10251 Cr) Up from 9841 Cr QoQ ⚙ EBIT: 1648 Cr (vs est. 1525 Cr) 📊 EBIT Margin: XXXX% (vs XXXX% in Q1; est. 14.9%) 👩💻 Attrition: XXXX% (down from 14.4%) Employee count: 86447 Active clients: XXX (vs XXX QoQ) 🌍 CC Revenue Growth: +2.4% QoQ +4.4% YoY 💼 Order inflow: $XXX Mn (vs $XXX Mn QoQ) ⚠ Tariff uncertainties impacted consumer energy & manufacturing sectors 💸 Announced interim dividend: 22/share 📅 Record date: XX Oct #LTIMindtree #Earnings #Q2FY26 #IT" [X Link](https://x.com/AnshBhilwar/status/1978785009340477493) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-16T11:28Z XXX followers, XXX engagements "USChina Trade War Heats Up Again 🔥 Trump vs China Fresh Tensions on the Trade Front ⚔ Trump accuses China of economic attack on US farmers by halting soybean purchases ⚔ China retaliates bans X US shipbuilding subsidiaries ⚠ Global markets spooked once again by trade jitters 📊 US Markets: Volatile but Recovering S&P 500: Jumped XX pts from days low closed XX pts lower Dow Jones: Rebounded XXX pts from low ended +202 pts Nasdaq: Recovered XXX pts from low closed XXX pts Russell 2000: Strong close for 2nd straight session 💪 💬 Relief from Fed Chairs Hints Fed comments boosted hopes of an" [X Link](https://x.com/AnshBhilwar/status/1978275410707157352) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-15T01:43Z XXX followers, XX engagements "Goldman Sachs raises target on Pharma Stocks 💊 📊 Dr Reddy (1237) Maintain Neutral 🎯 1250 (from 1200) 📊 Sun Pharma (1654) Maintain Sell 🎯 1575 (from 1525) 📊 Aurobindo Pharma (1125) Maintain Buy 🎯 1235 (from 1175) 📊 Cipla (1552) Maintain Sell 🎯 1450 (from 1375) 📊 Neuland Labs (16355) Maintain Buy 🎯 17225 (from 15425) 📊 Divis Labs (6561) Maintain Neutral 🎯 6375 (from 6075) ➡ Brokerage sees selective strength in Aurobindo & Neuland while remains cautious on Sun Pharma & Cipla. #Pharma #Stocks #GoldmanSachs #Earnings #BrokerageRadar #StockMarket" [X Link](https://x.com/AnshBhilwar/status/1978291040671936994) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-15T02:45Z XXX followers, XXX engagements "💻 Infosys Q2 Results 💼 Consolidated revenue stood at 44490 crore in line with estimates of 44126 crore 📊 Revenue up from 42279 crore QoQ ⚙ EBIT came in at 9353 crore (vs est. 9321 crore) 📉 Operating margin improved to XX% (vs XXXX% in Q1) nearly in line with the XXXXX% estimate 📈 Consolidated profit came in at 7364 crore slightly above estimates of 7226 crore ➡ Profit rose from 6921 crore in the previous quarter 👥 Attrition rate fell slightly to XXXX% from XXXX% 🧑💻 Total employee count: XXXX lakh 💰 Company announces an interim dividend of XX per share 📅 Record date set for October" [X Link](https://x.com/AnshBhilwar/status/1978777101827285228) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-16T10:56Z XXX followers, XXX engagements "Brokerages on bullish LTIMindtree 💻 (CMP 5622) 📊 CLSA: 🔼 Upgrade to Accumulate 🎯 6899 (from 5361) ➡ Strong Q2 beat; steady execution under new CEO boosts confidence 🚀 📊 Jefferies: Maintain Hold 🎯 5800 (from 5070) ➡ Growth improving but valuations fair; margins trending up modestly 📈 📊 Citi: Maintain Sell 🎯 4900 (from 4515) ➡ Sees limited upside post recent rally; cautious on near-term growth ⚠ 📊 HSBC: Maintain Buy 🎯 6370 (from 6330) ➡ Q2 beat expectations; fundamentals strengthening 💪 ➡ Medium to long term growth likely 2x faster than large-cap IT peers 📊 Nomura: Maintain" [X Link](https://x.com/AnshBhilwar/status/1979017205443436794) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T02:50Z XXX followers, XXX engagements "Brokerages on Infosys 💻 (CMP 1471) 📊 CLSA: Maintain Accumulate 🎯 1779 (from 1726) ➡ Positive on long-term deal traction; valuations reasonable vs peers. 📊 JP Morgan: Maintain Overweight 🎯 2000 (from 1900) ➡ Strong deal pipeline; continues to see Infosys as key beneficiary of GenAI-led transformation. 📊 Jefferies: Maintain Buy 🎯 1700 (from 1750) ➡ Q2 in line with XXX% QoQ CC growth & $3.1bn deal wins. ➡ FY26 growth guidance raised to XX% YoY CC; near-term soft patch likely. ➡ Expect X% EPS CAGR over FY2628. 📊 Citi: Maintain Neutral 🎯 1525 ➡ Growth steady but near-term catalysts" [X Link](https://x.com/AnshBhilwar/status/1979017046806450422) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T02:50Z XXX followers, XXX engagements "European Steel Prices Rise to beenfit Tata Steel🔥 ArcelorMittal has hiked steel prices December delivery: XXX XXX per tonne January delivery: XXX per tonne Why the hike: The European Union (EU) has introduced new rules to protect local steelmakers. Import quota cut by XX% to XX million tonnes. Any imports beyond the quota will attract a XX% duty. Impact: Higher import costs to benefit European steel producers. Positive for Tata Steel its Europe operations contribute XX% to overall revenue. Rising European prices may lend support to both global and Indian steel prices. #Steel #TataSteel" [X Link](https://x.com/AnshBhilwar/status/1977959930117210133) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-14T04:49Z XXX followers, XXX engagements "Brokerages on Nestl India 🍫 (CMP 1276) 📊 Goldman Sachs: Maintain Neutral 🎯 1225 (from 1150) ➡ Q2 beat estimates with double-digit revenue growth 📈 ➡ X of X segments saw strong volume growth ➡ Margins contracted (GM 230bps YoY EBITDA 100bps) ➡ Expect margin recovery as input costs ease 🛢 📊 Jefferies: Maintain Hold 🎯 1250 (from 1175) ➡ Steady top-line growth but valuation limits upside ⚖ 📊 HSBC: Maintain Hold 🎯 1260 ➡ Q2 revenue +11% YoY vs est. +3%; strong Maggi & confectionery sales 🍜 ➡ Cost inflation cooling off margin support likely ahead 📊 Morgan Stanley: Maintain Underweight 🎯" [X Link](https://x.com/AnshBhilwar/status/1979017965119922294) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T02:53Z XXX followers, XXX engagements "Top Brokerages on Tech Mahindra Persistent System Icici Lombard Icici Pru Mahindra Finance 📈📉📊 #brokerage #stocksinfocus #investing #trading #results" [X Link](https://x.com/AnshBhilwar/status/1978305555992097191) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-15T03:42Z XXX followers, XXX engagements "Brokerages on Axis Bank 💰 (CMP 1170) 📊 Jefferies: Maintain BUY 🎯 1430 (from 1370) ➡ Q2 profit 5100 Cr (-26% YoY) but above est. ➡ Positives: stable NIMs (-7 bps QoQ) loan/deposit growth +12%/+11% lower slippages ➡ One-offs (1200 Cr RBI provision & XXX Cr PSLC cost) negative but strong core ops offset impact 📊 Nomura: Maintain BUY 🎯 1440 (from 1400) ➡ Strong operational show; loan growth picks up ➡ One-off provisions dragged PAT; credit cost elevated short-term 📊 HSBC: Maintain BUY 🎯 1460 (from 1340) ➡ Loan growth margins & asset quality all strong 💪 ➡ One-off provision disappointing" [X Link](https://x.com/AnshBhilwar/status/1978651554984177883) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-16T02:37Z XXX followers, XXX engagements "Tech Mahindra Q2FY26 Highlights ⚙ Mixed Results 📊 Revenue: 13995 Cr (+4.8% QoQ +5.1% YoY) CC growth +1.6% QoQ 💰 EBIT Margin: XXXX% (+108 bps QoQ) aided by cost optimization & productivity gains 📦 Deal Wins: $XXX Mn vs $XXX Mn YoY strong TCV momentum 👩💻 Headcount: +4197 QoQ to 1.52L; Attrition XXXX% Interim Dividend 15/share 🗣 Concall Takeaways: 🔹 Management confident on FY27 transformation goals (Project Fortius) 🔹 Growth led by BFSI Manufacturing Retail & Logistics 📈 🔹 Communications stabilizing; Europe steady US soft 🔹 AI key focus TechM Orion platform + IndiaAI partnership 🤖 🔹" [X Link](https://x.com/AnshBhilwar/status/1978150480724316166) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-14T17:26Z XXX followers, XXX engagements "Jefferies on Pharma 💊📈 👉 Stable trends for top generic (Gx) players except Zydus 👉 Alkem & Zydus see strong surge in Sacubitril Valsartan (Entresto) 👉 Cipla gains in Albuterol Hydrocortisone gRevlimid; launches Paclitaxel 👉 Sun Pharma: strong YoY growth in specialty drugs Ilumya & Cequa 👉 Dr. Reddys: gains in gCiprodex stable gVascepa weak gRevlimid 👉 Zydus soft in gAsacol HD #Pharma #Jefferies #Cipla #SunPharma #DrReddys #Zydus #StockMarket" [X Link](https://x.com/AnshBhilwar/status/1976113220650680382) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-09T02:31Z XXX followers, XXX engagements "Morgan Stanley on Life Insurance 💼💰 👉 Industry individual RWRP down X% YoY 👉 Private players grew X% YoY ✅ SBI Life: +15% ✅ HDFC Life: +6% ⚠ ICICI Pru Life: RWRP X% APE X% 📊 MS watching for GST cut impact on new sales cross-sell & up-sell momentum ahead #LifeInsurance #SBIlife #HDFClife #ICICIPrulife #BrokerageRadar #StockMarket" [X Link](https://x.com/AnshBhilwar/status/1976465311344767208) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-10T01:50Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AnshBhilwar Ansh Bhilwar, CMT
Ansh Bhilwar, CMT posts on X about momentum, stockmarket, goldman sachs, alltime the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +168%
- X Month XXXXX -XX%
- X Months XXXXXX +42%
- X Year XXXXXX +26%
Mentions: XX #
- X Week XX +23%
- X Month XX -XX%
- X Months XXX +53%
- X Year XXX +9%
Followers: XXX #
- X Week XXX +0.36%
- X Month XXX +0.60%
- X Months XXX +24%
- X Year XXX +39%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% countries XXXX%
Social topic influence momentum #1044, stockmarket #849, goldman sachs #245, alltime 1.82%, $hsbc 1.82%, outlook 1.82%, trade war 1.82%, china 1.82%, stocks 1.82%, upside XXXX%
Top accounts mentioned or mentioned by @zeebusiness @redboxindia @neha1007 @vijay341singh @stockbeefan @ikjain6 @indialensnews
Top assets mentioned Goldman Sachs (GS) HSBC Holdings PLC (HSBC) Infosys Limited (INFY) Morgan Stanley (MS)
Top Social Posts #
Top posts by engagements in the last XX hours
"📈 Nifty Bank hits All-Time High after XX sessions 🚀 🏦 Index scales past previous peak of 57628.4 (2nd July) to hit a fresh record high today 🔥 Breaks out after more than X months of consolidation 💪 Strong momentum led by HDFC Bank ICICI Bank & Axis Bank #NiftyBank #AllTimeHigh #BankingStocks #Markets #StockMarket"
X Link @AnshBhilwar 2025-10-17T05:06Z XXX followers, XXX engagements
"Brokerages on Persistent Systems 💻 📊 CLSA: Maintain BUY 🎯 8270 (from 8048) ➡ Strong execution margin expansion & AI-led traction continue 🚀 📊 JP Morgan: Maintain Overweight 🎯 7400 (from 6500) ➡ Solid growth outlook; order momentum & profitability improving 📈 📊 HSBC: Maintain Hold 🎯 6000 (from 5545) ➡ Recognizes consistent performance but sees limited near-term upside ⚖ #PersistentSystems #Earnings #BrokerageRadar #IT #Stocks #Q2FY26 #stocksinfocus #trading #investing"
X Link @AnshBhilwar 2025-10-15T01:19Z XXX followers, XXX engagements
"LTIMindtree Q2FY26 Highlights 💻📊 💰 Consolidated Profit: 1401 Cr (vs est. 1285 Cr) Up from 1254 Cr QoQ 📈 Revenue: 10394 Cr (vs est. 10251 Cr) Up from 9841 Cr QoQ ⚙ EBIT: 1648 Cr (vs est. 1525 Cr) 📊 EBIT Margin: XXXX% (vs XXXX% in Q1; est. 14.9%) 👩💻 Attrition: XXXX% (down from 14.4%) Employee count: 86447 Active clients: XXX (vs XXX QoQ) 🌍 CC Revenue Growth: +2.4% QoQ +4.4% YoY 💼 Order inflow: $XXX Mn (vs $XXX Mn QoQ) ⚠ Tariff uncertainties impacted consumer energy & manufacturing sectors 💸 Announced interim dividend: 22/share 📅 Record date: XX Oct #LTIMindtree #Earnings #Q2FY26 #IT"
X Link @AnshBhilwar 2025-10-16T11:28Z XXX followers, XXX engagements
"USChina Trade War Heats Up Again 🔥 Trump vs China Fresh Tensions on the Trade Front ⚔ Trump accuses China of economic attack on US farmers by halting soybean purchases ⚔ China retaliates bans X US shipbuilding subsidiaries ⚠ Global markets spooked once again by trade jitters 📊 US Markets: Volatile but Recovering S&P 500: Jumped XX pts from days low closed XX pts lower Dow Jones: Rebounded XXX pts from low ended +202 pts Nasdaq: Recovered XXX pts from low closed XXX pts Russell 2000: Strong close for 2nd straight session 💪 💬 Relief from Fed Chairs Hints Fed comments boosted hopes of an"
X Link @AnshBhilwar 2025-10-15T01:43Z XXX followers, XX engagements
"Goldman Sachs raises target on Pharma Stocks 💊 📊 Dr Reddy (1237) Maintain Neutral 🎯 1250 (from 1200) 📊 Sun Pharma (1654) Maintain Sell 🎯 1575 (from 1525) 📊 Aurobindo Pharma (1125) Maintain Buy 🎯 1235 (from 1175) 📊 Cipla (1552) Maintain Sell 🎯 1450 (from 1375) 📊 Neuland Labs (16355) Maintain Buy 🎯 17225 (from 15425) 📊 Divis Labs (6561) Maintain Neutral 🎯 6375 (from 6075) ➡ Brokerage sees selective strength in Aurobindo & Neuland while remains cautious on Sun Pharma & Cipla. #Pharma #Stocks #GoldmanSachs #Earnings #BrokerageRadar #StockMarket"
X Link @AnshBhilwar 2025-10-15T02:45Z XXX followers, XXX engagements
"💻 Infosys Q2 Results 💼 Consolidated revenue stood at 44490 crore in line with estimates of 44126 crore 📊 Revenue up from 42279 crore QoQ ⚙ EBIT came in at 9353 crore (vs est. 9321 crore) 📉 Operating margin improved to XX% (vs XXXX% in Q1) nearly in line with the XXXXX% estimate 📈 Consolidated profit came in at 7364 crore slightly above estimates of 7226 crore ➡ Profit rose from 6921 crore in the previous quarter 👥 Attrition rate fell slightly to XXXX% from XXXX% 🧑💻 Total employee count: XXXX lakh 💰 Company announces an interim dividend of XX per share 📅 Record date set for October"
X Link @AnshBhilwar 2025-10-16T10:56Z XXX followers, XXX engagements
"Brokerages on bullish LTIMindtree 💻 (CMP 5622) 📊 CLSA: 🔼 Upgrade to Accumulate 🎯 6899 (from 5361) ➡ Strong Q2 beat; steady execution under new CEO boosts confidence 🚀 📊 Jefferies: Maintain Hold 🎯 5800 (from 5070) ➡ Growth improving but valuations fair; margins trending up modestly 📈 📊 Citi: Maintain Sell 🎯 4900 (from 4515) ➡ Sees limited upside post recent rally; cautious on near-term growth ⚠ 📊 HSBC: Maintain Buy 🎯 6370 (from 6330) ➡ Q2 beat expectations; fundamentals strengthening 💪 ➡ Medium to long term growth likely 2x faster than large-cap IT peers 📊 Nomura: Maintain"
X Link @AnshBhilwar 2025-10-17T02:50Z XXX followers, XXX engagements
"Brokerages on Infosys 💻 (CMP 1471) 📊 CLSA: Maintain Accumulate 🎯 1779 (from 1726) ➡ Positive on long-term deal traction; valuations reasonable vs peers. 📊 JP Morgan: Maintain Overweight 🎯 2000 (from 1900) ➡ Strong deal pipeline; continues to see Infosys as key beneficiary of GenAI-led transformation. 📊 Jefferies: Maintain Buy 🎯 1700 (from 1750) ➡ Q2 in line with XXX% QoQ CC growth & $3.1bn deal wins. ➡ FY26 growth guidance raised to XX% YoY CC; near-term soft patch likely. ➡ Expect X% EPS CAGR over FY2628. 📊 Citi: Maintain Neutral 🎯 1525 ➡ Growth steady but near-term catalysts"
X Link @AnshBhilwar 2025-10-17T02:50Z XXX followers, XXX engagements
"European Steel Prices Rise to beenfit Tata Steel🔥 ArcelorMittal has hiked steel prices December delivery: XXX XXX per tonne January delivery: XXX per tonne Why the hike: The European Union (EU) has introduced new rules to protect local steelmakers. Import quota cut by XX% to XX million tonnes. Any imports beyond the quota will attract a XX% duty. Impact: Higher import costs to benefit European steel producers. Positive for Tata Steel its Europe operations contribute XX% to overall revenue. Rising European prices may lend support to both global and Indian steel prices. #Steel #TataSteel"
X Link @AnshBhilwar 2025-10-14T04:49Z XXX followers, XXX engagements
"Brokerages on Nestl India 🍫 (CMP 1276) 📊 Goldman Sachs: Maintain Neutral 🎯 1225 (from 1150) ➡ Q2 beat estimates with double-digit revenue growth 📈 ➡ X of X segments saw strong volume growth ➡ Margins contracted (GM 230bps YoY EBITDA 100bps) ➡ Expect margin recovery as input costs ease 🛢 📊 Jefferies: Maintain Hold 🎯 1250 (from 1175) ➡ Steady top-line growth but valuation limits upside ⚖ 📊 HSBC: Maintain Hold 🎯 1260 ➡ Q2 revenue +11% YoY vs est. +3%; strong Maggi & confectionery sales 🍜 ➡ Cost inflation cooling off margin support likely ahead 📊 Morgan Stanley: Maintain Underweight 🎯"
X Link @AnshBhilwar 2025-10-17T02:53Z XXX followers, XXX engagements
"Top Brokerages on Tech Mahindra Persistent System Icici Lombard Icici Pru Mahindra Finance 📈📉📊 #brokerage #stocksinfocus #investing #trading #results"
X Link @AnshBhilwar 2025-10-15T03:42Z XXX followers, XXX engagements
"Brokerages on Axis Bank 💰 (CMP 1170) 📊 Jefferies: Maintain BUY 🎯 1430 (from 1370) ➡ Q2 profit 5100 Cr (-26% YoY) but above est. ➡ Positives: stable NIMs (-7 bps QoQ) loan/deposit growth +12%/+11% lower slippages ➡ One-offs (1200 Cr RBI provision & XXX Cr PSLC cost) negative but strong core ops offset impact 📊 Nomura: Maintain BUY 🎯 1440 (from 1400) ➡ Strong operational show; loan growth picks up ➡ One-off provisions dragged PAT; credit cost elevated short-term 📊 HSBC: Maintain BUY 🎯 1460 (from 1340) ➡ Loan growth margins & asset quality all strong 💪 ➡ One-off provision disappointing"
X Link @AnshBhilwar 2025-10-16T02:37Z XXX followers, XXX engagements
"Tech Mahindra Q2FY26 Highlights ⚙ Mixed Results 📊 Revenue: 13995 Cr (+4.8% QoQ +5.1% YoY) CC growth +1.6% QoQ 💰 EBIT Margin: XXXX% (+108 bps QoQ) aided by cost optimization & productivity gains 📦 Deal Wins: $XXX Mn vs $XXX Mn YoY strong TCV momentum 👩💻 Headcount: +4197 QoQ to 1.52L; Attrition XXXX% Interim Dividend 15/share 🗣 Concall Takeaways: 🔹 Management confident on FY27 transformation goals (Project Fortius) 🔹 Growth led by BFSI Manufacturing Retail & Logistics 📈 🔹 Communications stabilizing; Europe steady US soft 🔹 AI key focus TechM Orion platform + IndiaAI partnership 🤖 🔹"
X Link @AnshBhilwar 2025-10-14T17:26Z XXX followers, XXX engagements
"Jefferies on Pharma 💊📈 👉 Stable trends for top generic (Gx) players except Zydus 👉 Alkem & Zydus see strong surge in Sacubitril Valsartan (Entresto) 👉 Cipla gains in Albuterol Hydrocortisone gRevlimid; launches Paclitaxel 👉 Sun Pharma: strong YoY growth in specialty drugs Ilumya & Cequa 👉 Dr. Reddys: gains in gCiprodex stable gVascepa weak gRevlimid 👉 Zydus soft in gAsacol HD #Pharma #Jefferies #Cipla #SunPharma #DrReddys #Zydus #StockMarket"
X Link @AnshBhilwar 2025-10-09T02:31Z XXX followers, XXX engagements
"Morgan Stanley on Life Insurance 💼💰 👉 Industry individual RWRP down X% YoY 👉 Private players grew X% YoY ✅ SBI Life: +15% ✅ HDFC Life: +6% ⚠ ICICI Pru Life: RWRP X% APE X% 📊 MS watching for GST cut impact on new sales cross-sell & up-sell momentum ahead #LifeInsurance #SBIlife #HDFClife #ICICIPrulife #BrokerageRadar #StockMarket"
X Link @AnshBhilwar 2025-10-10T01:50Z XXX followers, XXX engagements