[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.] #  @Ashish_shah72 ASHISH SHAH ASHISH SHAH posts on X about india, cons, nim, dr reddys the most. They currently have XXX followers and 2266 posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::135975969/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +167% - X Months XXXXXX +95% - X Year XXXXXXX +221% ### Mentions: XX [#](/creator/twitter::135975969/posts_active)  - X Week XXX -XX% - X Month XXX +126% - X Months XXX +110% - X Year XXXXX +151% ### Followers: XXX [#](/creator/twitter::135975969/followers)  - X Week XXX -XXXX% - X Month XXX +0.41% - X Months XXX +3.80% - X Year XXX +13% ### CreatorRank: undefined [#](/creator/twitter::135975969/influencer_rank)  ### Social Influence [#](/creator/twitter::135975969/influence) --- **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) **Social topic influence** [india](/topic/india), [cons](/topic/cons), [nim](/topic/nim), [dr reddys](/topic/dr-reddys), [fin](/topic/fin), [roa](/topic/roa), [investment](/topic/investment), [credit cards](/topic/credit-cards), [mfi](/topic/mfi), [finance](/topic/finance) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [GE Vernova Inc. (GEV)](/topic/$gev) [Novartis AG (NVS)](/topic/novartis) ### Top Social Posts [#](/creator/twitter::135975969/posts) --- Top posts by engagements in the last XX hours "Jefferies on Bajaj Fin Buy TP Rs 1044 In a surprise move BAF's recently appointed MD (Anup Saha in Apr-25) has resigned. Thankfully former MD (Rajeev Jain) is there as Executive VC & will now be VC & MD till Mar-28. Rajeev may pull back on an advisory role for Bajaj Finserv"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947495809311981915) 2025-07-22 03:15:58 UTC XXX followers, XX engagements "CITI on TCS Sell TP Rs 3135 CO letting go of X% of its workforce over course of FY26 CEO attributing this to need to be future-ready & agile; not about AI or co needing fewer people 1Q suggest continued sluggishness in core markets Margin/cash flow trends need to be monitored"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949670799193124950) 2025-07-28 03:18:36 UTC XXX followers, XX engagements "Macquarie on SBI Cards Neutral TP Rs 1040 Reported 1Q FY26 PAT of Rs5.6bn (-6% YoY) an XX% miss to est. This was primarily driven by higher-than-expected credit cost (9.6% vs MQe 9%). Stock appears expensive at 4.3x FY27E P/B for an ROA trajectory of XXX% & sub-par growth"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949671224319287498) 2025-07-28 03:20:17 UTC XXX followers, XX engagements "TORRENT PHARMACEUTICALS: Q1 EBITDA 10.32B RUPEES VS 9.04B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949788014479028604) 2025-07-28 11:04:22 UTC XXX followers, XX engagements "Jefferies On Piramal Ent U-P TP Raised To Rs 1000 Co Flagged Some Stress In Used Car Loans & Open Mkt Sourced BL Drag From Legacy Portfolio Should Slowly Fade RoA Improvement Would Be Slow & Stay Below XXX% Over FY26-27 Lift FY26-27 EPS By 2-4%"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950393845726007478) 2025-07-30 03:11:44 UTC XXX followers, XX engagements "VIDHI SPECIALTY FOOD INGREDIENTS: Q1 CONS NET PROFIT 127M RUPEES VS 85M (YOY) VIDHI SPECIALTY FOOD INGREDIENTS: Q1 EBITDA 205M RUPEES VS 161M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949750220473999700) 2025-07-28 08:34:11 UTC XXX followers, XX engagements "KEC INTERNATIONAL: Q1 CONS NET PROFIT 1.25B RUPEES VS 876M (YOY) Q1 REVENUE 50.23B RUPEES VS 45.11B (YOY) KEC INTERNATIONAL: Q1 EBITDA 3.5B RUPEES VS 2.7B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949844558205857877) 2025-07-28 14:49:03 UTC XXX followers, XX engagements "THE INVESTMENT TRUST OF INDIA: Q1 CONS NET PROFIT 92M RUPEES VS 124M (YOY) Q1 REVENUE 701M RUPEES VS 708M (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948781093873725494) 2025-07-25 16:23:14 UTC XXX followers, XX engagements "Nuvama on AU Small BK Reduce TP Rs XXX A soft quarter in Q1FY26 with a miss on NIM & higherthan-expected delinquencies driven by south-based mortgages & a delayed recovery in MFI Credit cost on credit cards also remained elevated on a downsized book"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947133818521149513) 2025-07-21 03:17:32 UTC XXX followers, XX engagements "MS on Mphasis Upgrade to OW TP Raised to Rs 3500 Do not expect strong deal wins in 1Q to be a 1-qtr wonder; should set stage for strong qtrly growth cadence ahead Drag from logistics vertical could be behind which would remove a key overhang"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949672058646131022) 2025-07-28 03:23:36 UTC XXX followers, XX engagements "SBFC FINANCE LTD:Q1 SL NET PROFIT 1B RUPEES VS 787M (YOY);943M(QOQ) Q1 REVENUE 3.54B RUPEES VS 2.71B (YOY);3.29B(QOQ)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949324485779161212) 2025-07-27 04:22:28 UTC XXX followers, XX engagements "RATNAVEER PRECISION ENGINEERING: Q1 SL NET PROFIT 150M RUPEES VS 125M (YOY) Q1 REVENUE 2.6B RUPEES VS 2.04B (YOY) RATNAVEER PRECISION ENGINEERING: Q1 EBITDA 271M RUPEES VS 246M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949807223934226614) 2025-07-28 12:20:42 UTC XXX followers, XXX engagements "CITI On MGL Buy TP Rs 1700 Q1 EBITDA rose XX% qoq/16% yoy to Rs4.85bn XX% ahead of Rs3.74bn est. This however included another Rs1.13bn provision reversal pertaining to OMC commissions Despite a high base volume growth was healthy at XX% yoy (+1% qoq)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947861076521242991) 2025-07-23 03:27:24 UTC XXX followers, XX engagements "MS on SBI Cards Downgrade to UW TP cut to Rs XXX Credit costs missed due to higher stressed asset creation and some ECL coverage rise Had been of view that market estimates for credit costs & earnings were too optimistic Expect a shift in sentiment with sharp cuts to forecasts"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949671187455594554) 2025-07-28 03:20:08 UTC XXX followers, XX engagements "KEC International gives guidance for FY26 🎯 XX% revenue growth 📷 Margins at 8%-8.5% 📷"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950082961748918274) 2025-07-29 06:36:23 UTC XXX followers, XX engagements "AETHER INDUSTRIES: Q1 CONS NET PROFIT 470M RUPEES VS 300M (YOY) Q1 REVENUE 2.56B RUPEES VS 1.8B (YOY) AETHER INDUSTRIES: Q1 EBITDA 807M RUPEES VS 431M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948343476728545532) 2025-07-24 11:24:17 UTC XXX followers, XX engagements "NACL INDUSTRIES: Q1 CONS NET PROFIT 130M RUPEES VS LOSS 208M (YOY) Q1 REVENUE 4.5B RUPEES VS 3.25B (YOY) NACL INDUSTRIES: Q1 EBITDA GAIN 381M RUPEES VS LOSS 37M (YOY) Q1 EBITDA MARGIN 8.51%"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949806776846586368) 2025-07-28 12:18:55 UTC XXX followers, XX engagements "FLAIR WRITING: Q1 CONS NET PROFIT 286M RUPEES VS 265M (YOY) Q1 REVENUE 2.88B RUPEES VS 2.47B (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949807443975835877) 2025-07-28 12:21:34 UTC XXX followers, XX engagements "TCS is not alone in this . As we know most global tech giants have been on a layoff spree in 2025 The numbers are staggering Tech Layoffs have now Hit 100000+ in 2025 with Intel Microsoft Meta and More cutting jobs Intel alone will slash around 24000 employees"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949670653894037567) 2025-07-28 03:18:01 UTC XXX followers, XXX engagements "JAMMU & KASHMIR BANK: Q1 SL NET PROFIT 4.8B RUPEES VS 4.15B (YOY) Q1 REVENUE 32.7B RUPEES VS 29.94B (YOY) JAMMU & KASHMIR BANK: Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948781202908852290) 2025-07-25 16:23:40 UTC XXX followers, XX engagements "Jefferies on DR Reddys U-P TP Rs 1100 1Q missed est. due to lower US sales impacted by QoQ decline in gRevlimid & base business. While other markets delivered in-line with expectations SG&A costs/R&D spend remained elevated"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948221840213819534) 2025-07-24 03:20:57 UTC XXX followers, XX engagements "GE VERNOVA TD INDIA: Q1 SL NET PROFIT 2.91B RUPEES VS 1.34B (YOY) Q1 REVENUE 13.3B RUPEES VS 9.58B (YOY) GE VERNOVA TD INDIA: Q1 EBITDA 3.88B RUPEES VS 1.82B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950167146425962512) 2025-07-29 12:10:54 UTC XXX followers, XX engagements "PUNJAB CHEMICALS AND CROP PROTECTION: Q1 CONS NET PROFIT 206M RUPEES VS 134M (YOY) Q1 REVENUE 3.2B RUPEES VS 2.4B (YOY) PUNJAB CHEMICALS AND CROP PROTECTION: Q1 EBITDA 344M RUPEES VS 275M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949830614133174590) 2025-07-28 13:53:39 UTC XXX followers, XX engagements "MS on DR Reddys EW TP Rs 1298 Q1 rev Rs85.4bn up XX% YoY Gross margin declined 350bps YoY to XXXX% due to higher generic price erosion & lower operating leverage partly offset by better product mix EBITDA Rs22.2bn up X% YoY & in line PAT was Rs14.2bn up X% YoY"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948221792910528566) 2025-07-24 03:20:46 UTC XXX followers, XX engagements "Jefferies on IEX U-P TP cut to Rs XXX 1Q in-line but CERC market coupling regulation dominates future earnings trajectory Believe this regulation will accelerate market share loss & est factor 80%+ share in FY25 reducing to XX% by FY28 Competitor HPX is targeting XX% share"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949671303033577644) 2025-07-28 03:20:36 UTC XXX followers, XXX engagements "Nuvama On Apar Ind Buy TP Raised To Rs 12100 eported Convincing Recovery In Conductors Profitability For 2nd Quarter In A Row Demand Outlook Stays Upbeat Given 1300 Cr Of Planned Capex Across Segments In Near-term India-US Trade Deal Remains A Spotlight"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950394234022084783) 2025-07-30 03:13:16 UTC XXX followers, XX engagements "POKARNA: Q1 CONS NET PROFIT 283M RUPEES VS 331M (YOY) Q1 REVENUE 1.71B RUPEES VS 1.9B (YOY) POKARNA: Q1 EBITDA 549M RUPEES VS 610M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950514344653185481) 2025-07-30 11:10:33 UTC XXX followers, XX engagements "TORRENT PHARMACEUTICALS: Q1 CONS NET PROFIT 5.48B RUPEES VS 4.57B (YOY) Q1 REVENUE 31.78B RUPEES VS 28.6B (YOY) TORRENT PHARMACEUTICALS: Q1 EBITDA 10.32B RUPEES VS 9.04B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949806069640806402) 2025-07-28 12:16:07 UTC XXX followers, XX engagements "ZEE ENTERTAINMENT ENTERPRISES: Q1 CONS NET PROFIT 1.4B RUPEES VS 1.2B (YOY) ZEE ENTERTAINMENT ENTERPRISES: Q1 REVENUE 18.25B RUPEES VS 21.3B (YOY) ZEE ENTERTAINMENT ENTERPRISES: Q1 EBITDA 2.34B RUPEES VS 2.70B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947587488140448180) 2025-07-22 09:20:16 UTC XXX followers, XX engagements "CITI on AU Small BK Neutral TP Rs XXX Weak NIM profile (down 38bps to 5.4%) & elevated credit cost (1.97%) led to core earnings miss despite treasury support of Rs3bn & tight cost control Credit cost guidance raised by 10-15bps"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947133865367380378) 2025-07-21 03:17:44 UTC XXX followers, XX engagements "SURAJ ESTATE DEVELOPERS: Q1 CONS NET PROFIT 213M RUPEES VS 301M (YOY) Q1 REVENUE 1.3B RUPEES VS 1.34B (YOY) SURAJ ESTATE DEVELOPERS: Q1 EBITDA 496M RUPEES VS 632M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948781808427937821) 2025-07-25 16:26:04 UTC XXX followers, XX engagements "TCC CONCEPT LTD:Q1 CONS NET PROFIT 94M RUPEES VS 54M (YOY);170M(QOQ) Q1 REVENUE 221M RUPEES VS 118M (YOY);322M(QOQ"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949324603584590101) 2025-07-27 04:22:56 UTC XXX followers, XX engagements "INDUS TOWERS: Q1 CONS NET PROFIT 17.37B RUPEES VS 19.25B (YOY) Q1 REVENUE 80.58B RUPEES VS 73.8B (YOY) Q1 EBITDA 44.48B RUPEES VS 45.75B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950598927386091978) 2025-07-30 16:46:39 UTC XXX followers, XX engagements "XPRO INDIA: Q1 SL NET PROFIT 43M RUPEES VS 140.2M (YOY) Q1 REVENUE 1.45B RUPEES VS 1.39B (YOY) XPRO INDIA: Q1 EBITDA 69M RUPEES VS 156.5M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949844477050306783) 2025-07-28 14:48:44 UTC XXX followers, XX engagements "NATIONAL PEROXIDE: Q1 SL NET PROFIT 9M RUPEES VS 51M (YOY) Q1 REVENUE 666M RUPEES VS 740M (YOY) NATIONAL PEROXIDE: Q1 EBITDA 48M RUPEES VS 102M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950189199086293112) 2025-07-29 13:38:32 UTC XXX followers, XX engagements "ARCHEAN CHEMICAL: Q1 SL NET PROFIT 518M RUPEES VS 485M (YOY) Q1 REVENUE 2.8B RUPEES VS 2.1B (YOY) ARCHEAN CHEMICAL: Q1 EBITDA 830M RUPEES VS 726M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949844232732065836) 2025-07-28 14:47:46 UTC XXX followers, XX engagements "CLSA on United Spirits Initiate Hold TP Rs 1238 Believe Co well positioned with large local prestige & above portfolio & access to Diageo brands However recent policy changes temper near-term growth expectations View its 54x one-year forward PE as demanding"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950035169361924241) 2025-07-29 03:26:28 UTC XXX followers, XX engagements "JAYANT AGRO ORGANICS LTD:Q1 CONS NET PROFIT 162M RUPEES VS 155M (YOY);109M(QOQ) Q1 REVENUE 6.72B RUPEES VS 7.16B(YOY);6.33B(QOQ)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949324193893355550) 2025-07-27 04:21:19 UTC XXX followers, XX engagements "IIFL CAPITAL SERVICES: Q1 CONS NET PROFIT 1.75B RUPEES VS 1.82B (YOY) Q1 REVENUE 6.17B RUPEES VS 6.4B (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949872862527152235) 2025-07-28 16:41:31 UTC XXX followers, XX engagements "NOVARTIS INDIA: Q1 SL NET PROFIT 276M RUPEES VS 257M (YOY) Q1 REVENUE 876M RUPEES VS 923M (YOY) NOVARTIS INDIA: Q1 EBITDA 272M RUPEES VS 240M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1950166725326229801) 2025-07-29 12:09:14 UTC XXX followers, XX engagements "ACC: Q1 EBITDA 7.7B RUPEES VS 6.77B (YOY); EST 8.11B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY); EST XXXX% MISSES ESTIMATES ACC: Q1 SL NET PROFIT 3.9B RUPEES VS 3.66B (YOY); EST 5.12B"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948290199097921614) 2025-07-24 07:52:35 UTC XXX followers, XX engagements "Bernstein on Coforge O-P TP Rs 2038 Strong X% QoQ CC revenue growth led by Americas & Travel vertical (Sabre deal ramp up) while BFS and Insurance remained soft. EBIT margins at XXXX% was a miss Stock correction (8%) offers a good entry into Cos strong growth trajectory"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948582886203854864) 2025-07-25 03:15:37 UTC XXX followers, XX engagements "JPM on Premier Eng Neutral TP Rs 1019 1Q FPAT of Rs.3bn up XX% QoQ & ahead of JPMe of Rs.2.4bn Rev ahead which compensated for weaker headline margins Co commissioned 1.4GW of module & 1.2GW of new cell lines at Hyderabad during qtr should help drive near term earnings"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949670991774495161) 2025-07-28 03:19:22 UTC XXX followers, XX engagements "WAAREE ENERGIES: Q1 EBITDA 9.9B RUPEES VS 5.52B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY) Q1 CONS NET PROFIT 7.45B RUPEES VS 3.94B (YOY) Q1 REVENUE 44.26B RUPEES VS 34.1B (YOY) CO APPROVED CAPEX TO SET UP X GW CELL PLANT AND X GW INGOT WAFER PLANT FOR 27.54B RUPEES"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1949821868875112727) 2025-07-28 13:18:54 UTC XXX followers, XXX engagements "ORIENT CEMENT: Q1 SL NET PROFIT 2B RUPEES VS 367M (YOY) Q1 REVENUE 8.7B RUPEES VS 7B (YOY) ORIENT CEMENT: Q1 EBITDA 1.8B RUPEES VS 960M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948780417160524066) 2025-07-25 16:20:32 UTC 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.]
ASHISH SHAH posts on X about india, cons, nim, dr reddys the most. They currently have XXX followers and 2266 posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance countries stocks technology brands
Social topic influence india, cons, nim, dr reddys, fin, roa, investment, credit cards, mfi, finance
Top assets mentioned Microsoft Corp. (MSFT) GE Vernova Inc. (GEV) Novartis AG (NVS)
Top posts by engagements in the last XX hours
"Jefferies on Bajaj Fin Buy TP Rs 1044 In a surprise move BAF's recently appointed MD (Anup Saha in Apr-25) has resigned. Thankfully former MD (Rajeev Jain) is there as Executive VC & will now be VC & MD till Mar-28. Rajeev may pull back on an advisory role for Bajaj Finserv" @Ashish_shah72 on X 2025-07-22 03:15:58 UTC XXX followers, XX engagements
"CITI on TCS Sell TP Rs 3135 CO letting go of X% of its workforce over course of FY26 CEO attributing this to need to be future-ready & agile; not about AI or co needing fewer people 1Q suggest continued sluggishness in core markets Margin/cash flow trends need to be monitored" @Ashish_shah72 on X 2025-07-28 03:18:36 UTC XXX followers, XX engagements
"Macquarie on SBI Cards Neutral TP Rs 1040 Reported 1Q FY26 PAT of Rs5.6bn (-6% YoY) an XX% miss to est. This was primarily driven by higher-than-expected credit cost (9.6% vs MQe 9%). Stock appears expensive at 4.3x FY27E P/B for an ROA trajectory of XXX% & sub-par growth" @Ashish_shah72 on X 2025-07-28 03:20:17 UTC XXX followers, XX engagements
"TORRENT PHARMACEUTICALS: Q1 EBITDA 10.32B RUPEES VS 9.04B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 11:04:22 UTC XXX followers, XX engagements
"Jefferies On Piramal Ent U-P TP Raised To Rs 1000 Co Flagged Some Stress In Used Car Loans & Open Mkt Sourced BL Drag From Legacy Portfolio Should Slowly Fade RoA Improvement Would Be Slow & Stay Below XXX% Over FY26-27 Lift FY26-27 EPS By 2-4%" @Ashish_shah72 on X 2025-07-30 03:11:44 UTC XXX followers, XX engagements
"VIDHI SPECIALTY FOOD INGREDIENTS: Q1 CONS NET PROFIT 127M RUPEES VS 85M (YOY) VIDHI SPECIALTY FOOD INGREDIENTS: Q1 EBITDA 205M RUPEES VS 161M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 08:34:11 UTC XXX followers, XX engagements
"KEC INTERNATIONAL: Q1 CONS NET PROFIT 1.25B RUPEES VS 876M (YOY) Q1 REVENUE 50.23B RUPEES VS 45.11B (YOY) KEC INTERNATIONAL: Q1 EBITDA 3.5B RUPEES VS 2.7B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 14:49:03 UTC XXX followers, XX engagements
"THE INVESTMENT TRUST OF INDIA: Q1 CONS NET PROFIT 92M RUPEES VS 124M (YOY) Q1 REVENUE 701M RUPEES VS 708M (YOY)" @Ashish_shah72 on X 2025-07-25 16:23:14 UTC XXX followers, XX engagements
"Nuvama on AU Small BK Reduce TP Rs XXX A soft quarter in Q1FY26 with a miss on NIM & higherthan-expected delinquencies driven by south-based mortgages & a delayed recovery in MFI Credit cost on credit cards also remained elevated on a downsized book" @Ashish_shah72 on X 2025-07-21 03:17:32 UTC XXX followers, XX engagements
"MS on Mphasis Upgrade to OW TP Raised to Rs 3500 Do not expect strong deal wins in 1Q to be a 1-qtr wonder; should set stage for strong qtrly growth cadence ahead Drag from logistics vertical could be behind which would remove a key overhang" @Ashish_shah72 on X 2025-07-28 03:23:36 UTC XXX followers, XX engagements
"SBFC FINANCE LTD:Q1 SL NET PROFIT 1B RUPEES VS 787M (YOY);943M(QOQ) Q1 REVENUE 3.54B RUPEES VS 2.71B (YOY);3.29B(QOQ)" @Ashish_shah72 on X 2025-07-27 04:22:28 UTC XXX followers, XX engagements
"RATNAVEER PRECISION ENGINEERING: Q1 SL NET PROFIT 150M RUPEES VS 125M (YOY) Q1 REVENUE 2.6B RUPEES VS 2.04B (YOY) RATNAVEER PRECISION ENGINEERING: Q1 EBITDA 271M RUPEES VS 246M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 12:20:42 UTC XXX followers, XXX engagements
"CITI On MGL Buy TP Rs 1700 Q1 EBITDA rose XX% qoq/16% yoy to Rs4.85bn XX% ahead of Rs3.74bn est. This however included another Rs1.13bn provision reversal pertaining to OMC commissions Despite a high base volume growth was healthy at XX% yoy (+1% qoq)" @Ashish_shah72 on X 2025-07-23 03:27:24 UTC XXX followers, XX engagements
"MS on SBI Cards Downgrade to UW TP cut to Rs XXX Credit costs missed due to higher stressed asset creation and some ECL coverage rise Had been of view that market estimates for credit costs & earnings were too optimistic Expect a shift in sentiment with sharp cuts to forecasts" @Ashish_shah72 on X 2025-07-28 03:20:08 UTC XXX followers, XX engagements
"KEC International gives guidance for FY26 🎯 XX% revenue growth 📷 Margins at 8%-8.5% 📷" @Ashish_shah72 on X 2025-07-29 06:36:23 UTC XXX followers, XX engagements
"AETHER INDUSTRIES: Q1 CONS NET PROFIT 470M RUPEES VS 300M (YOY) Q1 REVENUE 2.56B RUPEES VS 1.8B (YOY) AETHER INDUSTRIES: Q1 EBITDA 807M RUPEES VS 431M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-24 11:24:17 UTC XXX followers, XX engagements
"NACL INDUSTRIES: Q1 CONS NET PROFIT 130M RUPEES VS LOSS 208M (YOY) Q1 REVENUE 4.5B RUPEES VS 3.25B (YOY) NACL INDUSTRIES: Q1 EBITDA GAIN 381M RUPEES VS LOSS 37M (YOY) Q1 EBITDA MARGIN 8.51%" @Ashish_shah72 on X 2025-07-28 12:18:55 UTC XXX followers, XX engagements
"FLAIR WRITING: Q1 CONS NET PROFIT 286M RUPEES VS 265M (YOY) Q1 REVENUE 2.88B RUPEES VS 2.47B (YOY)" @Ashish_shah72 on X 2025-07-28 12:21:34 UTC XXX followers, XX engagements
"TCS is not alone in this . As we know most global tech giants have been on a layoff spree in 2025 The numbers are staggering Tech Layoffs have now Hit 100000+ in 2025 with Intel Microsoft Meta and More cutting jobs Intel alone will slash around 24000 employees" @Ashish_shah72 on X 2025-07-28 03:18:01 UTC XXX followers, XXX engagements
"JAMMU & KASHMIR BANK: Q1 SL NET PROFIT 4.8B RUPEES VS 4.15B (YOY) Q1 REVENUE 32.7B RUPEES VS 29.94B (YOY) JAMMU & KASHMIR BANK: Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ)" @Ashish_shah72 on X 2025-07-25 16:23:40 UTC XXX followers, XX engagements
"Jefferies on DR Reddys U-P TP Rs 1100 1Q missed est. due to lower US sales impacted by QoQ decline in gRevlimid & base business. While other markets delivered in-line with expectations SG&A costs/R&D spend remained elevated" @Ashish_shah72 on X 2025-07-24 03:20:57 UTC XXX followers, XX engagements
"GE VERNOVA TD INDIA: Q1 SL NET PROFIT 2.91B RUPEES VS 1.34B (YOY) Q1 REVENUE 13.3B RUPEES VS 9.58B (YOY) GE VERNOVA TD INDIA: Q1 EBITDA 3.88B RUPEES VS 1.82B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-29 12:10:54 UTC XXX followers, XX engagements
"PUNJAB CHEMICALS AND CROP PROTECTION: Q1 CONS NET PROFIT 206M RUPEES VS 134M (YOY) Q1 REVENUE 3.2B RUPEES VS 2.4B (YOY) PUNJAB CHEMICALS AND CROP PROTECTION: Q1 EBITDA 344M RUPEES VS 275M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 13:53:39 UTC XXX followers, XX engagements
"MS on DR Reddys EW TP Rs 1298 Q1 rev Rs85.4bn up XX% YoY Gross margin declined 350bps YoY to XXXX% due to higher generic price erosion & lower operating leverage partly offset by better product mix EBITDA Rs22.2bn up X% YoY & in line PAT was Rs14.2bn up X% YoY" @Ashish_shah72 on X 2025-07-24 03:20:46 UTC XXX followers, XX engagements
"Jefferies on IEX U-P TP cut to Rs XXX 1Q in-line but CERC market coupling regulation dominates future earnings trajectory Believe this regulation will accelerate market share loss & est factor 80%+ share in FY25 reducing to XX% by FY28 Competitor HPX is targeting XX% share" @Ashish_shah72 on X 2025-07-28 03:20:36 UTC XXX followers, XXX engagements
"Nuvama On Apar Ind Buy TP Raised To Rs 12100 eported Convincing Recovery In Conductors Profitability For 2nd Quarter In A Row Demand Outlook Stays Upbeat Given 1300 Cr Of Planned Capex Across Segments In Near-term India-US Trade Deal Remains A Spotlight" @Ashish_shah72 on X 2025-07-30 03:13:16 UTC XXX followers, XX engagements
"POKARNA: Q1 CONS NET PROFIT 283M RUPEES VS 331M (YOY) Q1 REVENUE 1.71B RUPEES VS 1.9B (YOY) POKARNA: Q1 EBITDA 549M RUPEES VS 610M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-30 11:10:33 UTC XXX followers, XX engagements
"TORRENT PHARMACEUTICALS: Q1 CONS NET PROFIT 5.48B RUPEES VS 4.57B (YOY) Q1 REVENUE 31.78B RUPEES VS 28.6B (YOY) TORRENT PHARMACEUTICALS: Q1 EBITDA 10.32B RUPEES VS 9.04B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 12:16:07 UTC XXX followers, XX engagements
"ZEE ENTERTAINMENT ENTERPRISES: Q1 CONS NET PROFIT 1.4B RUPEES VS 1.2B (YOY) ZEE ENTERTAINMENT ENTERPRISES: Q1 REVENUE 18.25B RUPEES VS 21.3B (YOY) ZEE ENTERTAINMENT ENTERPRISES: Q1 EBITDA 2.34B RUPEES VS 2.70B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)" @Ashish_shah72 on X 2025-07-22 09:20:16 UTC XXX followers, XX engagements
"CITI on AU Small BK Neutral TP Rs XXX Weak NIM profile (down 38bps to 5.4%) & elevated credit cost (1.97%) led to core earnings miss despite treasury support of Rs3bn & tight cost control Credit cost guidance raised by 10-15bps" @Ashish_shah72 on X 2025-07-21 03:17:44 UTC XXX followers, XX engagements
"SURAJ ESTATE DEVELOPERS: Q1 CONS NET PROFIT 213M RUPEES VS 301M (YOY) Q1 REVENUE 1.3B RUPEES VS 1.34B (YOY) SURAJ ESTATE DEVELOPERS: Q1 EBITDA 496M RUPEES VS 632M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-25 16:26:04 UTC XXX followers, XX engagements
"TCC CONCEPT LTD:Q1 CONS NET PROFIT 94M RUPEES VS 54M (YOY);170M(QOQ) Q1 REVENUE 221M RUPEES VS 118M (YOY);322M(QOQ" @Ashish_shah72 on X 2025-07-27 04:22:56 UTC XXX followers, XX engagements
"INDUS TOWERS: Q1 CONS NET PROFIT 17.37B RUPEES VS 19.25B (YOY) Q1 REVENUE 80.58B RUPEES VS 73.8B (YOY) Q1 EBITDA 44.48B RUPEES VS 45.75B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-30 16:46:39 UTC XXX followers, XX engagements
"XPRO INDIA: Q1 SL NET PROFIT 43M RUPEES VS 140.2M (YOY) Q1 REVENUE 1.45B RUPEES VS 1.39B (YOY) XPRO INDIA: Q1 EBITDA 69M RUPEES VS 156.5M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 14:48:44 UTC XXX followers, XX engagements
"NATIONAL PEROXIDE: Q1 SL NET PROFIT 9M RUPEES VS 51M (YOY) Q1 REVENUE 666M RUPEES VS 740M (YOY) NATIONAL PEROXIDE: Q1 EBITDA 48M RUPEES VS 102M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-29 13:38:32 UTC XXX followers, XX engagements
"ARCHEAN CHEMICAL: Q1 SL NET PROFIT 518M RUPEES VS 485M (YOY) Q1 REVENUE 2.8B RUPEES VS 2.1B (YOY) ARCHEAN CHEMICAL: Q1 EBITDA 830M RUPEES VS 726M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXX% (YOY)" @Ashish_shah72 on X 2025-07-28 14:47:46 UTC XXX followers, XX engagements
"CLSA on United Spirits Initiate Hold TP Rs 1238 Believe Co well positioned with large local prestige & above portfolio & access to Diageo brands However recent policy changes temper near-term growth expectations View its 54x one-year forward PE as demanding" @Ashish_shah72 on X 2025-07-29 03:26:28 UTC XXX followers, XX engagements
"JAYANT AGRO ORGANICS LTD:Q1 CONS NET PROFIT 162M RUPEES VS 155M (YOY);109M(QOQ) Q1 REVENUE 6.72B RUPEES VS 7.16B(YOY);6.33B(QOQ)" @Ashish_shah72 on X 2025-07-27 04:21:19 UTC XXX followers, XX engagements
"IIFL CAPITAL SERVICES: Q1 CONS NET PROFIT 1.75B RUPEES VS 1.82B (YOY) Q1 REVENUE 6.17B RUPEES VS 6.4B (YOY)" @Ashish_shah72 on X 2025-07-28 16:41:31 UTC XXX followers, XX engagements
"NOVARTIS INDIA: Q1 SL NET PROFIT 276M RUPEES VS 257M (YOY) Q1 REVENUE 876M RUPEES VS 923M (YOY) NOVARTIS INDIA: Q1 EBITDA 272M RUPEES VS 240M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-29 12:09:14 UTC XXX followers, XX engagements
"ACC: Q1 EBITDA 7.7B RUPEES VS 6.77B (YOY); EST 8.11B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY); EST XXXX% MISSES ESTIMATES ACC: Q1 SL NET PROFIT 3.9B RUPEES VS 3.66B (YOY); EST 5.12B" @Ashish_shah72 on X 2025-07-24 07:52:35 UTC XXX followers, XX engagements
"Bernstein on Coforge O-P TP Rs 2038 Strong X% QoQ CC revenue growth led by Americas & Travel vertical (Sabre deal ramp up) while BFS and Insurance remained soft. EBIT margins at XXXX% was a miss Stock correction (8%) offers a good entry into Cos strong growth trajectory" @Ashish_shah72 on X 2025-07-25 03:15:37 UTC XXX followers, XX engagements
"JPM on Premier Eng Neutral TP Rs 1019 1Q FPAT of Rs.3bn up XX% QoQ & ahead of JPMe of Rs.2.4bn Rev ahead which compensated for weaker headline margins Co commissioned 1.4GW of module & 1.2GW of new cell lines at Hyderabad during qtr should help drive near term earnings" @Ashish_shah72 on X 2025-07-28 03:19:22 UTC XXX followers, XX engagements
"WAAREE ENERGIES: Q1 EBITDA 9.9B RUPEES VS 5.52B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY) Q1 CONS NET PROFIT 7.45B RUPEES VS 3.94B (YOY) Q1 REVENUE 44.26B RUPEES VS 34.1B (YOY) CO APPROVED CAPEX TO SET UP X GW CELL PLANT AND X GW INGOT WAFER PLANT FOR 27.54B RUPEES" @Ashish_shah72 on X 2025-07-28 13:18:54 UTC XXX followers, XXX engagements
"ORIENT CEMENT: Q1 SL NET PROFIT 2B RUPEES VS 367M (YOY) Q1 REVENUE 8.7B RUPEES VS 7B (YOY) ORIENT CEMENT: Q1 EBITDA 1.8B RUPEES VS 960M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @Ashish_shah72 on X 2025-07-25 16:20:32 UTC XXX followers, XXX engagements
/creator/twitter::Ashish_shah72