#  @Dixitagg DIXIT AGGARWAL DIXIT AGGARWAL posts on X about pat, strong, india, growth the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1526146451390476289/interactions)  - [--] Week [-------] +153% - [--] Month [-------] +73% - [--] Months [---------] +792% - [--] Year [---------] +7,036% ### Mentions: [--] [#](/creator/twitter::1526146451390476289/posts_active)  - [--] Week [--] +14% - [--] Month [--] +29% - [--] Months [---] +288% - [--] Year [---] +481% ### Followers: [-----] [#](/creator/twitter::1526146451390476289/followers)  - [--] Week [-----] +3.10% - [--] Month [-----] +18% - [--] Months [-----] +229% - [--] Year [-----] +3,146% ### CreatorRank: [-------] [#](/creator/twitter::1526146451390476289/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) #5222 [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [luxury brands](/list/luxury-brands) **Social topic influence** [pat](/topic/pat), [strong](/topic/strong), [india](/topic/india), [growth](/topic/growth), [business](/topic/business) #4249, [debt](/topic/debt), [mix](/topic/mix), [key](/topic/key), [guidance](/topic/guidance), [core](/topic/core) #1919 **Top accounts mentioned or mentioned by** [@sumitresearch](/creator/undefined) [@amitisinvesting](/creator/undefined) [@grok](/creator/undefined) [@soicfinance](/creator/undefined) [@adanionline](/creator/undefined) [@dmuthuk](/creator/undefined) [@gurgavin](/creator/undefined) [@bmtheequitydesk](/creator/undefined) [@pulkita30298377](/creator/undefined) [@nidrockz](/creator/undefined) [@infosys](/creator/undefined) [@vismaya9999](/creator/undefined) [@cryptifiedsoul](/creator/undefined) [@starhealthins](/creator/undefined) [@microcp2mltibgr](/creator/undefined) [@manishina](/creator/undefined) [@insolationenrgy](/creator/undefined) [@sectorres0123](/creator/undefined) [@arifmonline](/creator/undefined) [@electrified2000](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [UnitedHealth Group (UNH)](/topic/$unh) ### Top Social Posts Top posts by engagements in the last [--] hours "@Micro2Macr0 Really appreciate your stuff . Pls pick one out of SOFI and SNOWFLAKE for long term Would be glad to know your insights " [X Link](https://x.com/Dixitagg/status/1696959306573271410) 2023-08-30T18:53Z [--] followers, [---] engagements "@IPOACADEMY01 @Vismaya9999 Learn to give credits to original content creator . Thanx @soicfinance for the comparison " [X Link](https://x.com/Dixitagg/status/1730307940098203760) 2023-11-30T19:28Z [--] followers, [--] engagements "@MortensenBach Which shares will be benefited after the etf" [X Link](https://x.com/Dixitagg/status/1743732328432541819) 2024-01-06T20:32Z [--] followers, [---] engagements "@amitisinvesting Clsk and Tesla" [X Link](https://x.com/Dixitagg/status/1745845293688443301) 2024-01-12T16:28Z [--] followers, [---] engagements "@gurgavin Jai shri Ram" [X Link](https://x.com/Dixitagg/status/1749629288117309509) 2024-01-23T03:05Z [--] followers, [--] engagements "@Invest2Compound If I apply in HNI for minimum of approx [--] lacs odd Rs from [--] account ie total [--] lac odd Rs and from one HNI account [--] lac odd Rs shares instead of [--] account is their any difference in probability of allotment" [X Link](https://x.com/Dixitagg/status/1752960230814609845) 2024-02-01T07:41Z [--] followers, [---] engagements "@SumitResearch Yes sir 36% down in last [--] days where as many prominent Twitter handles are posting 40% down in last [--] days . Basic maths π" [X Link](https://x.com/Dixitagg/status/1753304735807901812) 2024-02-02T06:29Z [--] followers, [----] engagements "@Vismaya9999 Pls give credits where it due . Thanx to @SumitResearch for the orignal content" [X Link](https://x.com/Dixitagg/status/1755188199025184791) 2024-02-07T11:14Z [--] followers, [--] engagements "@vikashnitjsr @BMTheEquityDesk Thanx to @BMTheEquityDesk for making me understand to invest in US stocks for AI theme . Where my holdings have 2x-3x now π" [X Link](https://x.com/Dixitagg/status/1760946673109626900) 2024-02-23T08:36Z [--] followers, [---] engagements "@StocksTreasures Thanx for the entertainment" [X Link](https://x.com/Dixitagg/status/1763201433611178142) 2024-02-29T13:55Z [--] followers, [----] engagements "@seancbuckley @CleanSpark_Inc Is it good time to buy clsk" [X Link](https://x.com/Dixitagg/status/1763218363008819574) 2024-02-29T15:03Z [--] followers, [--] engagements "@amitisinvesting Which app to use to track Pre Market prices in an iPhone" [X Link](https://x.com/Dixitagg/status/1764500100934414474) 2024-03-04T03:56Z [--] followers, [---] engagements "@Electrified2000 Best time for Botcoin mining companies . #CLSK" [X Link](https://x.com/Dixitagg/status/1764592221280514161) 2024-03-04T10:02Z [--] followers, [--] engagements "@Rahul_19791 @BMTheEquityDesk @BMTheEquityDesk - the best part learned from the book is - most of the Bull market leaders will fall 60-70% from the top when the cycle finishing " [X Link](https://x.com/Dixitagg/status/1766039080679215148) 2024-03-08T09:51Z [--] followers, [--] engagements "@soicfinance Best tailwind sector" [X Link](https://x.com/Dixitagg/status/1766055059765223442) 2024-03-08T10:55Z [--] followers, [---] engagements "@LearningEleven How about Venus pipe and yasho industry" [X Link](https://x.com/Dixitagg/status/1767281598007808131) 2024-03-11T20:09Z [--] followers, [---] engagements "@soicfinance Bhai ye speech mae jo b stocks h woe btao πππ" [X Link](https://x.com/Dixitagg/status/1769377154213765434) 2024-03-17T14:56Z [--] followers, [----] engagements "@pankajladha_ This impact is of FSD positive feedback and recent rate hikes on Tesla cars" [X Link](https://x.com/Dixitagg/status/1769820370964557969) 2024-03-18T20:17Z [--] followers, [---] engagements "@ipo_agarwal 331" [X Link](https://x.com/Dixitagg/status/1771449106801529193) 2024-03-23T08:09Z [--] followers, [---] engagements "@ishmohit1 What would you say for companies that are consistent from last 10-15 years and the charts are always in uptrend barring corrections . When to sell such stocks . Just for example VBL HDFC BANK" [X Link](https://x.com/Dixitagg/status/1780592042659193325) 2024-04-17T13:39Z [--] followers, [---] engagements "@connectgurmeet But HDFC BANK ka kya kreee π " [X Link](https://x.com/Dixitagg/status/1781763491528851847) 2024-04-20T19:14Z [--] followers, [---] engagements "@Cryptified_Soul No but I am waiting for [--] digit π€£" [X Link](https://x.com/Dixitagg/status/1791869501039882468) 2024-05-18T16:32Z [--] followers, [--] engagements "@Cryptified_Soul Yes mam for sure I am all in TESLA . YOY QOQ sab dekh lengee" [X Link](https://x.com/Dixitagg/status/1791870948829774166) 2024-05-18T16:38Z [--] followers, [--] engagements "@soicfinance can you kindly repost your tweet which you made for IPL which team are you cheering for sort types" [X Link](https://x.com/Dixitagg/status/1791908312822448636) 2024-05-18T19:06Z [--] followers, [--] engagements "@CHARTISKING *ELECTION 2024* *During April - May voting period* Low voters turnout silent voter this time . Tough for BJP *After Exit polls*. Polls are wrong . All are paid agencies conducting exit polls. *After 4th June election results*. EVMs were hacked ππ Aygaa toh MODI hiπ" [X Link](https://x.com/Dixitagg/status/1796953262349787587) 2024-06-01T17:13Z [--] followers, [--] engagements "@GoldenEye_6 *ELECTION 2024* *During April - May voting period* Low voters turnout silent voter this time . Tough for BJP *After Exit polls*. Polls are wrong . All are paid agencies conducting exit polls. *After 4th June election results*. EVMs were hacked ππ Aygaa toh MODI hiπ" [X Link](https://x.com/Dixitagg/status/1796954388205883473) 2024-06-01T17:18Z [--] followers, [--] engagements "@Cryptified_Soul Celsius holding looks interesting" [X Link](https://x.com/Dixitagg/status/1800250870258622956) 2024-06-10T19:37Z [---] followers, [---] engagements "@PicturesFoIder It is a merchant ship not a crusie ship Lmao" [X Link](https://x.com/Dixitagg/status/1800602601609916434) 2024-06-11T18:54Z [---] followers, [--] engagements "@rohits_bn How about Sanghvi movers" [X Link](https://x.com/Dixitagg/status/1802057367980306873) 2024-06-15T19:15Z [--] followers, [---] engagements "@aditya942000 [------] lac shares were also sold out by promoters" [X Link](https://x.com/Dixitagg/status/1804221402008162754) 2024-06-21T18:34Z [---] followers, [---] engagements "@EquityInsightss Annuity portfolio means" [X Link](https://x.com/Dixitagg/status/1807024889359958161) 2024-06-29T12:14Z [---] followers, [---] engagements "@Electrified2000 More interested in bitcoin mining companies #CLSK" [X Link](https://x.com/Dixitagg/status/1808862878012707024) 2024-07-04T13:58Z [---] followers, [--] engagements "@amitisinvesting What about Celsius holding results" [X Link](https://x.com/Dixitagg/status/1820563139190276429) 2024-08-05T20:50Z [---] followers, [---] engagements "@ManishK46113331 Just running because of reliance acquisition" [X Link](https://x.com/Dixitagg/status/1826931769385328671) 2024-08-23T10:37Z [---] followers, [---] engagements "@ManishK46113331 NVIDIA 2Q ADJ EPS 68C *NVIDIA 2Q REV. $30.0B EST. $28.86B *NVIDIA 2Q DATA CENTER REVENUE $26.3B EST. $25.08B" [X Link](https://x.com/Dixitagg/status/1828891208183361842) 2024-08-28T20:23Z [---] followers, [---] engagements "@gurgavin no post on $ALIBABA today π€£π€£" [X Link](https://x.com/Dixitagg/status/1843733883369717818) 2024-10-08T19:23Z [---] followers, [--] engagements "@CNBC_Awaaz @AnkurSh03218510 @_anujsinghal Jim Cramer of INDIAN MARKETS π€£ Lets open an Inverse Anuj index" [X Link](https://x.com/Dixitagg/status/1862118584148758755) 2024-11-28T12:57Z [---] followers, [---] engagements "@PulkitA30298377 Han Dekha h tumhara investment ka level 300$ ka Tesla invested πππ" [X Link](https://x.com/Dixitagg/status/1867087619374428429) 2024-12-12T06:02Z [--] followers, [--] engagements "@Dr__Meenakshi Rahul Gandhi" [X Link](https://x.com/Dixitagg/status/1867952647950741778) 2024-12-14T15:19Z [--] followers, [--] engagements "@BMTheEquityDesk Lekin no one replies on WhatsApp or gmail queries on global newsletter of yours " [X Link](https://x.com/Dixitagg/status/1869362690617180248) 2024-12-18T12:42Z [---] followers, [----] engagements "@Chart_Wallah108 Do check Singapore court cases that are pending " [X Link](https://x.com/Dixitagg/status/1869805353896120806) 2024-12-19T18:01Z [---] followers, [----] engagements "@PulkitA30298377 Promoter buying aggressively Recent acquisition of kurlon Can be good for future" [X Link](https://x.com/Dixitagg/status/1871961248428163101) 2024-12-25T16:48Z [---] followers, [--] engagements "@petthersonsanta One of the best stocks . I like it too $TSLA" [X Link](https://x.com/Dixitagg/status/1876000680080798133) 2025-01-05T20:19Z [--] followers, [--] engagements "@PulkitA30298377 Acha bhaav or achi khabar ek saath nhi atae" [X Link](https://x.com/Dixitagg/status/1876121724317794534) 2025-01-06T04:20Z [--] followers, [--] engagements "EVENTS LINED UP FOR NEXT [--] MONTH- [--]. HMPV VIRUS OUTBREAK [--]. TRUMP COMES TO POWER ON 20JAN [--]. Q3 SEASON RESULT [--]. BUDGET DAY Take it as opportunity where growth is visible and valuations are supportive #stockmarketcrash #StockMarket #NSE #bse" [X Link](https://x.com/Dixitagg/status/1876157258171887787) 2025-01-06T06:42Z [--] followers, [---] engagements "TCS RESULTS Revenue comes in at [-----] crore net profit up 4% to [-----] crore EBIT margin at 24.5% vs 24.1% (QoQ) #Q3Results #Q3Earnings #QuarterlyEarnings #TCSQ3" [X Link](https://x.com/Dixitagg/status/1877309692105338966) 2025-01-09T11:01Z [--] followers, [---] engagements "@A_K_Mandhan Tesla" [X Link](https://x.com/Dixitagg/status/1880673565768659140) 2025-01-18T17:48Z [--] followers, [---] engagements "@PulkitA30298377 Ye lijiye . Invested in US from [----]. 40% US . 60% INDIA " [X Link](https://x.com/Dixitagg/status/1882866390031646724) 2025-01-24T19:01Z [---] followers, [---] engagements "@VGVarun @nid_rockz Bhai kisi ko kuch nhi pata hota ki peak h ya nhi. Company Profits are growing decently stock gas corrected . Be in it " [X Link](https://x.com/Dixitagg/status/1887454041745019102) 2025-02-06T10:51Z [---] followers, [---] engagements "@ThetaVegaCap Have stock portfolio of X Cr. Mutual fund folio is [--]. Will society accept me" [X Link](https://x.com/Dixitagg/status/1887894639664840984) 2025-02-07T16:02Z [---] followers, [---] engagements "Interesting to note Mr Saren of ICICI PRU fund manager said its overvaluation in Smallcaps go and sell . And look below ICICI PRU is the only MF which has the maximum exposure in Smallcaps with 24.2% π€£ #smallcap #stockmarketcrash #icici #mutualfunds #StockMarket" [X Link](https://x.com/Dixitagg/status/1889645993613832649) 2025-02-12T12:01Z [---] followers, [---] engagements "@Vismaya9999 Celsius holding" [X Link](https://x.com/Dixitagg/status/1903529678398230755) 2025-03-22T19:30Z [---] followers, [---] engagements "PHARMA API/CDMO ARE UNDER SELLING PRESSUREHOSPITAL AND SELECT DIAGNOSTIC STOCKS ARE SEEING SMART BUYING THIS IS HOW A SECTOR SHIFTS IN ITS SUB SECTOR CATEGORY" [X Link](https://x.com/Dixitagg/status/1908055001764610361) 2025-04-04T07:12Z [---] followers, [--] engagements "@nid_rockz Look at the exceptional item" [X Link](https://x.com/Dixitagg/status/1916409451646509181) 2025-04-27T08:29Z [---] followers, [---] engagements "World biggest Health Insurance Co. down by 60% from ATH for all wrong reasons . ATH: 630$ CMP:250$ Just saying #UnitedHealth #UNH #NASDAQ" [X Link](https://x.com/Dixitagg/status/1923066527726633256) 2025-05-15T17:22Z [---] followers, [---] engagements "Few Co. which posted good Q4- Privi chem SJS enterprise Aarti Pharma Dynamic cable KP group Arvind Ltd Godrej industries Mayur Uniquoters Shriram pistons Vishnu chemical Force motors CCL products Check valuations / no Recommendations #StocksToWatch #bse #nseindia" [X Link](https://x.com/Dixitagg/status/1923070154973335862) 2025-05-15T17:37Z [---] followers, [---] engagements "Total of five $UNH insiders bought around $31.6 million worth of shares. Guess there is no fraud. cant wait till monday to see if there will be new insiders buying and how will stock price react. $UNH stock closed on friday +6.4% up. #UnitedHealthCare #DowJones #SNP500 World biggest Health Insurance Co. down by 60% from ATH for all wrong reasons . ATH: 630$ CMP:250$ Just saying #UnitedHealth #UNH #NASDAQ https://t.co/O3a21h0nm7 World biggest Health Insurance Co. down by 60% from ATH for all wrong reasons . ATH: 630$ CMP:250$ Just saying #UnitedHealth #UNH #NASDAQ https://t.co/O3a21h0nm7" [X Link](https://x.com/Dixitagg/status/1923600172535128347) 2025-05-17T04:43Z [---] followers, [---] engagements "This is interesting: Stephen Hemsley the new CEO of UnitedHealth $UNH bought $25 million worth of the stock on Friday. He is the latest of multiple insiders to begin buying shares amid the historic decline. What does it tell you if insiders are buying here" [X Link](https://x.com/Dixitagg/status/1923814278139662632) 2025-05-17T18:54Z [---] followers, [---] engagements "Revenue Decline: Despite higher volumes revenue dipped due to a correction in raw material prices a positive margin tailwind going forward. Margin Outlook: Targeting 1213% EBITDA margins indicating a stable and profitable growth trajectory" [X Link](https://x.com/Dixitagg/status/1924165450629288360) 2025-05-18T18:09Z [---] followers, [---] engagements "Revenue Guidance: Aiming for 1015% YoY revenue growth driven by organic demand and brand strength. Kurlon Acquisition: Fully completed; full financial impact and synergies to reflect from FY26 onwards" [X Link](https://x.com/Dixitagg/status/1924165688958079250) 2025-05-18T18:10Z [---] followers, [--] engagements "Agro & New Ventures Avocado: First crop by end-2025 Sugar (Zambia): FY28 target Ivory Coast & Lithium: Early-stage; contingent on resource viability Financials & Outlook Strong Other Income: Rs. [---] Cr (incl. Rs. [---] Cr dividend)" [X Link](https://x.com/Dixitagg/status/1925426761350672858) 2025-05-22T05:41Z [----] followers, [---] engagements "Capex: Rs. [----] Cr in FY25 (only Rs. [---] Cr in CWIP) Maintenance Capex: $25M/year Peak Debt: $250300M Earnings Drivers Stable power cash flows Margin uplift in alloys Agro optionality Near-term watch: Maamba receivables project ex" [X Link](https://x.com/Dixitagg/status/1925426766622986264) 2025-05-22T05:41Z [----] followers, [---] engagements "CON CALL [--] CEAT Financials: Record revenue of INR [-----] Cr (+11% YoY). FY25 PAT at INR [-----] Cr (vs [-----] Cr YoY). EPS: INR 116.84; Dividend: INR 30/share. Key Segments: Strong growth in 2W and TBR; OEM rebound in Q4. Export growth solid YoY but Q4 saw pressure. OHT aftermarket steady; OEM demand weak (esp. Europe). Margins & Costs: Gross margin: 37.5%; aim to return to 40%+. RM costs stable; pricing to remain disciplined. INR [---] Cr saved via cost initiatives. Camso Acquisition: Integration from Q2FY26; US tariffs (44%) a key risk. Growth focus on ramping capacity from 50% to 80%+. Outlook:" [X Link](https://x.com/Dixitagg/status/1927602314812239975) 2025-05-28T05:46Z [---] followers, [---] engagements "@abhishekcjain What about Sheela foam" [X Link](https://x.com/Dixitagg/status/1928145458293101041) 2025-05-29T17:44Z [---] followers, [----] engagements "CON CALL ACTION CONSTRUCTION FY25 Revenue: [----] Cr (+14.5% YoY) PAT: [---] Cr (+23%) EBITDA Margin: 17.5% Q4FY25: [---] Cr revenue 17.7% EBITDA margin Revenue Mix: Mfg/Logistics 45% Infra 35% Real Estate 1213% Agri 78% FY26 Guidance: Revenue growth: 1415% (cut from 20%+) margins stable at 1718% H1 weak due to emission norm shift & pre-buying; H2 recovery expected FY23FY26 revenue doubling now seen by FY27 Exports & Defense: FY26 share: 910% of revenue; [---] Cr defense order over [--] yrs JV with Kato (Japan): Starts Q3FY26; [---] Cr revenue expected in FY26 Headwinds: Q1 demand sluggish Chinese dumping" [X Link](https://x.com/Dixitagg/status/1931621597976084940) 2025-06-08T07:57Z [---] followers, [---] engagements "CON CALL ROLEX RINGS Revenue [---] Cr (+9% QoQ -10% YoY) PAT [--] Cr (vs [--] Cr QoQ) Auto components now 55% of mix overtaking bearings Segment Trends Bearings (Exports) down 40% YoY; recovery seen from Q2/Q3 FY26 Auto Components strong growth new orders domestic pickup EV/Hybrid muted; infra issues persist but co. is EV-ready Industrial weak (esp. Europe) no demand revival yet Outlook FY26 Growth: Revenue +15% margins 23.524% Order book: [---] Cr to start from Q2 FY26 Capex: [----] Cr (FY26) focused on value-add solar plant commissioned #stockmarketsindia #StockToWatch" [X Link](https://x.com/Dixitagg/status/1931947146774708715) 2025-06-09T05:31Z [---] followers, [---] engagements "CON CALL ASK AUTOMOTIVE Revenue up 20.2% YoY; EBITDA up 42.7% YoY; PAT up 42.5% YoY EBITDA margin at 12.3% (+193 bps); EPS at [----] ROACE: 27.7% ROAE: 26.5%; Debt/EBITDA improved to 0.83x Dividend: 75% (1.5/share); CRISIL upgraded to AA Segmental Trends Aluminum Lightweighting grew 28% Braking Systems up 16% Wheel Assembly exit to cut 300cr FY26 rev but improve margins by [--] bps FY26 Outlook Targeting 14% EBITDA margin mid-teen revenue growth 450cr CAPEX planned; alloy wheel ramp-up in H2 Strong JV pipeline (LIOHO AISIN Kyushu Yanagawa) EV content per vehicle rising; 80% share in EV 2W" [X Link](https://x.com/Dixitagg/status/1936664097958793374) 2025-06-22T05:54Z [---] followers, [---] engagements "CONCALL CDSL Strong Financials: FY25 consolidated revenue at [----] Cr (+32% YoY) PAT at [---] Cr (+25%). Key Updates: π§ Tech Spend: Multi-fold rise; now at FY23 full-year levels. Focus on infra security and tools. π KYC/KRA (CVL): Under regulatory flux; account openings fetch records declined. π§Ύ Issuer Services: Folios billed up to [-----] Cr; unlisted issuer revenue at [--] Cr. π‘ Insurance Repository: LIC onboarded; low revenue currently building infra & portal. Strategic & Market Position: 79% share in demat accounts. Ongoing tech investments; margin impact from rising costs. Risks: KYC" [X Link](https://x.com/Dixitagg/status/1937372669063647257) 2025-06-24T04:50Z [---] followers, [---] engagements "CON CALL BSE Revenue: [----] Cr (103% YoY) best ever. Net Profit: [----] Cr (70% YoY); EBITDA margin at 54%. Transaction Charges: [----] Cr (186% YoY); major growth driver. Investment Income: [----] Cr; margins rose to 51%. πΉ Business Updates IPOs: [----] lakh Cr via [--] listings; strong primary market. Derivatives: Record index options volume; infra ramp-up to [---] racks. Mutual Funds: [--] Cr transactions (61%); revenue up 80%. Subsidiaries: Full control of Asia Index; exited BSE Institute. πΉ Key Focus Infra co-location clearing corp strength and broker onboarding. Regulatory transitions and SGF" [X Link](https://x.com/Dixitagg/status/1938095270664794485) 2025-06-26T04:41Z [---] followers, [---] engagements "CON CALL YES BANK Net Profit: [----] Cr (+92% YoY) best since FY20. ROA: 0.6% (Q4 exit: 0.7%); target 1% by FY27. NIM: Flat at 2.4%; Q4 improved to 2.5%. PPOP: [----] Cr (+26% YoY); PPOP/ATA at 1.0%. Asset Quality & Recovery Gross/Net NPA: 1.6% / 0.3% best levels post-2020. PCR: 79.7% (87.6% incl. write-offs). Slippages: 2.1%; Recoveries: [----] Cr (beat guidance). Restructured Book: Down to [---] Cr from [----] Cr. Growth Metrics Loan Book: [----] lakh Cr; growth guidance: 1215%. CASA Ratio: 34.3% (vs 30.9% YoY). CD Ratio: 86.5%; LCR: 125%. RIDF Balances: Cut to 8.7%; target 5% by FY27. Outlook NIM" [X Link](https://x.com/Dixitagg/status/1939204097141547320) 2025-06-29T06:07Z [---] followers, [---] engagements "Who earned how much dividend in FY25 Shiv Nadar HCL Tech: [----] crore Anil Agarwal Vedanta: [----] crore Azim Premji Wipro: [----] crore Mukesh Ambani RIL: [----] crore Aster DM Healthcare promoters: [----] crore Sunil Mittal Airtel: [----] crore Infosys promoters: [----] crore Dilip Shanghvi Sun Pharma: [----] crore Bajaj Auto promoters: [----] crore Gautam Adani Adani Group: [----] crore #StockMarketUpdate #StocksInFocus" [X Link](https://x.com/Dixitagg/status/1945759790946533663) 2025-07-17T08:17Z [---] followers, [---] engagements "@gurgavin Love story of $SNAP AND $TSLA" [X Link](https://x.com/Dixitagg/status/1945874975073673347) 2025-07-17T15:55Z [---] followers, [---] engagements "@amitisinvesting Thanx for your kind reply . π€π€" [X Link](https://x.com/Dixitagg/status/1946977551525511359) 2025-07-20T16:56Z [---] followers, [----] engagements "@amitisinvesting How about BITMINE AND SHARPLINK" [X Link](https://x.com/Dixitagg/status/1946977783097487619) 2025-07-20T16:57Z [---] followers, [---] engagements "@Oscarlfg @amitisinvesting $BMNR VS $SBET" [X Link](https://x.com/Dixitagg/status/1946983606012014681) 2025-07-20T17:20Z [---] followers, [---] engagements "@sahilbhadviya Same story was in Zomato 2023" [X Link](https://x.com/Dixitagg/status/1947902245766324407) 2025-07-23T06:11Z [---] followers, [---] engagements "GOOGLE HAD CONSECUTIVE [--] GREEN DAYS FOR THE FIRST TIME IN LAST [--] YEARS. #google $GOOG #USStockMarket" [X Link](https://x.com/Dixitagg/status/1947957110232449535) 2025-07-23T09:49Z [---] followers, [---] engagements "GOOGLE EARNINGS JUST CAME OUT - GOOGLE SALES $96.43B EST. $93.94B - GOOGLE EPS $2.31 EST. $2.16 GOOGLE $GOOGL $GOOG DOWN 3% AFTER-HOURS" [X Link](https://x.com/Dixitagg/status/1948112800473092488) 2025-07-23T20:07Z [---] followers, [---] engagements "INDIA VS USA IT/TECH India IT/Tech 5Y CAGR TCS Revenue: 10% PAT: 8% Stock: 7% Infosys Revenue: 12% PAT: 10% Stock: 10% HCL Tech Revenue: 11% PAT: 10% Stock: 17% Wipro Revenue: 8% PAT: 6% Stock: 13% LTIMindtree Revenue: 28% PAT: 25% Stock: 16% - USA Tech 5Y CAGR NVIDIA Revenue: 64% PAT: 90% Stock: 73% Microsoft Revenue: 14% PAT: 18% Stock: 24% Apple Revenue: 9% PAT: 15% Stock: 16% Amazon Revenue: 18% PAT: 37% Stock: 9% Google (Alphabet) Revenue: 17% PAT: 26% Stock: 26% #stockmarketsindia #nasdaq $NVD $GOOG $TSLA" [X Link](https://x.com/Dixitagg/status/1949797735994970612) 2025-07-28T11:43Z [----] followers, [----] engagements "@sachinvats Grab looks good . So do ASML " [X Link](https://x.com/Dixitagg/status/1951392962614599999) 2025-08-01T21:21Z [----] followers, [---] engagements "@amitisinvesting Is it good buy on CORNING $GLW" [X Link](https://x.com/Dixitagg/status/1953204369949901070) 2025-08-06T21:19Z [----] followers, [---] engagements "( ) Vedanta :8% Coal India :7% NMDC:7% Hindustan Zinc :7% ONGC:6% National Aluminium:5% REC/PFC:5% High dividend slow growth @SumitResearch #DividendStocks #DividendYield #Stockalert" [X Link](https://x.com/Dixitagg/status/1958771790257562034) 2025-08-22T06:02Z [----] followers, [----] engagements "@NassaHimanshu @SumitResearch @StarHealthIns @moayush @IRDA_OFICIAL This is their blunt auto reply of all claims raised till now with all documents required " [X Link](https://x.com/Dixitagg/status/1961061755087458776) 2025-08-28T13:42Z [----] followers, [----] engagements "@Vikspeaks1 Pak PM - papa (to MODI) Muje be uncle se milna h" [X Link](https://x.com/Dixitagg/status/1962371168670978176) 2025-09-01T04:25Z [----] followers, [--] engagements "Subros Q1 FY26 Highlights Revenue Mix: PV INR [---] cr (core) ECM [---] cr Truck [--] cr Bus [--] cr Railways [--] cr. Market Share: PV AC 42% Truck AC 44% Bus AC 16%. Growth Drivers Truck AC Mandate: Full impact from Q2; FY26 truck revenue guided at INR [------] cr (vs [---] cr FY25). EV Momentum: 20% of sales; higher content/vehicle vs ICE (EV compressor 34x ICE). Maruti & Mahindra EV SOPs ramping. Kharkhoda Plant: Capacity 0.5m (scalable to 1m) operational Q1 FY27. Other Segments Buses: FY26 to cross INR [--] cr; EV bus tenders in pipeline. Railways: INR [----] cr tender wraps in Q2; [--] more large tenders" [X Link](https://x.com/Dixitagg/status/1968264652439376231) 2025-09-17T10:43Z [----] followers, [----] engagements "GST Reform Impact HAPL (Short Summary) Category Impact: Milk & Curd: No GST change neutral. Ice Cream: 18% 5% GST 89% price cut big demand boost. Paneer: GST removed but ITC loss slight cost uptick consumer still benefits. Butter/SMP: GST burden down sharply supply chain relief. Management Stance: Benefits split 50% farmer / 50% consumer no margin windfall. Growth Outlook: Targets 20% topline growth (vs 1213% CAGR). Drivers = ice cream demand rural income boost Maharashtra & Telangana ramp. Margins: Neutral to slightly negative near term (Paneer ITC) long-term supported by volume leverage." [X Link](https://x.com/Dixitagg/status/1968586970642399440) 2025-09-18T08:04Z [----] followers, [----] engagements "@stockifiabhijit You ran out of money maybe [--] times in your lifetime still Zomato managed to get the on NIFTY 50" [X Link](https://x.com/Dixitagg/status/1968915560428683701) 2025-09-19T05:50Z [----] followers, [---] engagements "1. Granules 77% 2.eClerx 76% 3.Natco Pharma 70% 4.Avanti Feeds 69% 5.Syngene 65% 6.Neuland Lab 54% 7.Gland Pharma 53% 8.Marksans Pharma 52% 9.Dr Reddy 50% 10.Zydu Life Science 45% 11.Aurobindo Pharma 45% 12.Bharat Forge 44% 13.Biocon 44% 14.Trident 39% Food 38% @SumitResearch #h1bvisa #h1bnews #indiaustradedeal #VisaFee #ImmigrationPolicy #USImmigration #TechWorkers #VisaReform #VisaUpdate #PolicyChange http://15.LT http://15.LT" [X Link](https://x.com/Dixitagg/status/1969312228823482677) 2025-09-20T08:06Z [----] followers, [---] engagements "@mymutualfundsip Personally using IND MONEY and for BTC many holding Companies are available as proxies " [X Link](https://x.com/Dixitagg/status/1973829519040495628) 2025-10-02T19:16Z [----] followers, [--] engagements "@microcp2mltibgr Bharti airtel block" [X Link](https://x.com/Dixitagg/status/1891847701379092816) 2025-02-18T13:50Z [---] followers, [---] engagements "US: $895968B (3.4%) China: $246249B (1.5%) Russia: $145183B (6.38%) Germany: $88109B (2.1%) India: $7486B (2.4%) Saudi: $7480B (6.7%) UK: $7182B (2.3%) France: $5564B (2.1%) Japan: $5557B (1.1%) Ukraine: $65B (31%) Israel: $2933B (9%) Australia: $3436B (2.0%) Country :Billion dollars(B)(%GDP) US leads in $ Ukraine leads in %GDP. @SumitResearch #DefenseBudget #Geopolitics #WarEconomy #MilitarySpending" [X Link](https://x.com/Dixitagg/status/1952227050745417943) 2025-08-04T04:36Z [----] followers, [----] engagements "@king_jong_un_nk @AskPerplexity @grok Thank you @grok" [X Link](https://x.com/Dixitagg/status/1974805551084150968) 2025-10-05T11:55Z [----] followers, [--] engagements "AXIS BANK Q2 FY26 REVIEW π¦ Core business remains solid despite a one-off hit. β Loan book up 11.7% YoY β GNPA to 1.46% NNPA to 0.44% β PAT down 26.4% YoY due to 1231cr one-time RBI provision πͺ CAR: 16.55% Margins still under pressure #AxisBank #Banking #Earnings #NIM #Results #IndianMarkets" [X Link](https://x.com/Dixitagg/status/1978405530587771177) 2025-10-15T10:20Z [----] followers, [----] engagements "Had the privilege to meet Ashok Mehta (Emmforce-Emmbros) Sir CMD of EmmForce Autotech in Chandigarh. Had an insightful discussion on the auto ancillary industry especially the axle market which often flies under the radar despite being vital to the vehicle value chain. The biggest takeaway dont dig wide dig deep. With global volatility driven by Trumps tariff stance and supply-chain shifts select Indian manufacturers are quietly gaining ground. Among them EmmForce stands out a rising leader in precision axle components. Its engineering strength rising exports and operational discipline make" [X Link](https://x.com/Dixitagg/status/1980547453540778468) 2025-10-21T08:11Z [----] followers, [---] engagements "@AimInvestments Tesla " [X Link](https://x.com/Dixitagg/status/1982311025203687929) 2025-10-26T04:59Z [----] followers, [---] engagements "UNH HAS REPORTED ITS Q3 EARNINGS π₯π₯ STOCK has moved from 250$ to 380$ Levels Revenue was 113.161B vs exp 113.06B. β EPS was [----] vs exp [----]. β Third Quarter [----] Key Performance Metrics Consolidated revenues of $113.2 billion up 12% year-over-year.β Earnings from operations were $4.3 billion; net margin of 2.1%. Medical care ratio (MCR) of 89.9% was in line with expectations outlined in the second quarter [----]. β Operating cost ratio of 13.5% reflecting investments to support future growth.β UnitedHealthcare revenues grew 16% year-over-year to $87.1 billion driven by growth in Medicare &" [X Link](https://x.com/Dixitagg/status/1983122992206172539) 2025-10-28T10:45Z [----] followers, [---] engagements "Recently met MD Rajesh Kabra ji of Raghav Productivity Enchancers Ltd at Jaipur . After interacting with the management its clear that the company is driven by a strong vision and deep domain expertise. The leadership comes across as highly passionate transparent and focused on sustainable growth. Their emphasis on innovation operational efficiency and long-term value creation reflects a mature understanding of both business fundamentals and market dynamics. Raghav Productivity Enhancers is well-positioned to capitalize on upcoming opportunities backed by a capable team and a clear strategic" [X Link](https://x.com/Dixitagg/status/1984517164531863663) 2025-11-01T07:05Z [----] followers, [---] engagements "- SUBSCRIPTION:7.8x LISTING PRICE: [---] ALL TIME LOW:3.5 FALL FROM LISTING PRICE:-98% SUBSCRIPTION:1.9x LISTING PRICE: [----] ALL TIME LOW:310 FALL FROM LISTING PRICE:-84% SUBSCRIPTION :57x LISTING PRICE:510 ALL TIME LOW: FALL FROM LISTING PRICE:-80% SUBSCRIPTION:38x LISTING PRICE: [---] ALL TIME LOW:40 FALL FROM LISTING PRICE:-66% SUBSCRIPTION:3x LISTING PRICE:360 ALL TIME LOW:123 FALL FROM LISTING PRICE:-65% SUBSCRIPTION:52x LISTING PRICE: [---] ALL TIME LOW:105 FALL FROM LISTING PRICE:-63% SUBSCRIPTION:12.2x LISTING PRICE: [---] ALL TIME LOW:286 FALL FROM LISTING PRICE:-55% SUBSCRIPTION:4.2x" [X Link](https://x.com/anyuser/status/1985193302451470379) 2025-11-03T03:52Z [----] followers, 20.4K engagements "Performance & Margins Revenue [-----] cr (+12.5% YoY); EBITDA [----] cr (20%); PAT [----] cr (8.8%). Margin drag fully attributable to Raipur losses (3 cr in Q2; [---] cr in H1; FY26 loss [--] cr). Consolidated occupancy 44.7% due to Raipur; mature units steady: Dum Dum 69% Salt Lake 64% Agartala 54% Howrah 45%. ARPOB 38376; ALOS [----] days; 92% cash/insurance. Raipur Update Occupancy 12%; ARPOB [-----]. Monthly lease [--] lakh (via D&A/interest). Breakeven in [----] months at 25% occupancy; FY27 margin 810% at 35%. Operational Highlights Salt Lake robotic program [---] surgeries. Agartala scaling oncology (700" [X Link](https://x.com/Dixitagg/status/1989193283172724845) 2025-11-14T04:46Z [----] followers, [----] engagements "Financials: Revenue: [---] cr (+18% YoY) EBITDA: [----] cr (+34% YoY); margin 20.3% PAT: [----] cr (+62% YoY) H1 Revenue [---] cr; PAT [--] cr Segments: Quartz Sinks: IKEA (70% non-U.S. biz) + Lowes scaling; 197k units 88% utilization +100k capacity by Dec25; tariff impact limited to 1213% of revenue Stainless Steel Sinks: 95% utilization; expanding to 250k by Q4 FY26 then 400k in FY27 Appliances: +30% revenue YoY; 150k unit capacity by Q2 FY27 (25 cr capex) Faucets: Ramp-up to 100k p.a. next year; export-ready stainless steel focus Outlook: Revenue growth 15% CAGR margins 1820% Execution on capex +" [X Link](https://x.com/Dixitagg/status/1990743233023086741) 2025-11-18T11:25Z [----] followers, [----] engagements "H1 FY26 Volumes: [---] lakh tons (+1.7% YoY) Revenue: [----] cr (+4.9% YoY) EBITDA/t: [----] (flat YoY) PAT: [--] cr vs [--] cr Balance Sheet: D/E at 0.21x (higher due to [--] plants coming online). Debt to normalize as production ramps. Operations & Mix Realizations up 20% YoY driven by exports and value-added products (VAP). VAP mix: 37% 4142% FY26 4547% FY27. VAP EBITDA/t: 45005000; exports even higher. New SKUs: jumbo sections (300 series). Exports: [--] kt per quarter growing. Solar segment: steady repeat orders. Macro: Safeguard duty (12%) curbing imports; possible hike positive. Primarysecondary" [X Link](https://x.com/Dixitagg/status/1991759737445396823) 2025-11-21T06:45Z [----] followers, [----] engagements "Financials Q2: Revenue [----] cr (+0.4% QoQ) EBITDA [---] cr (+5%) margin 12% PAT [---] cr (+6%). H1: Revenue [----] cr EBITDA [---] cr PAT [---] cr. Balance sheet: ROCE 14% D/E [----]. Phenolics Strong quarter: Revenue [----] cr EBIT [---] cr (+23%). Record IPA output better spreads due to regional trade disruptions. Expect higher H2 volumes as cooler weather improves plant efficiency. Advanced Intermediates Weak: Revenue [---] cr; EBIT [--] cr. Agrochem demand nearly zero; Chinese dumping pressure. Recovery expected from NovDec; margins to improve once upstream assets go live in Q4 FY26. Capex [----] cr program" [X Link](https://x.com/Dixitagg/status/1993960156863058322) 2025-11-27T08:28Z [----] followers, [----] engagements "π Big Quarter Bigger Momentum Q2: Revenue +30% EBITDA +27% PAT +29% flawless delivery. H1 ROCE at 16%; FCF 3000+ cr; leverage comfortable at 1.8x. π Market Share Beast Mode Cargo share up to 28.1%; container share hits 45.9% clear dominance. Fitch outlook upgraded to Stable. π Domestic Ports = Cash Machine Record margins 74%+; ROCE 24%. Strong traction in coking coal coastal coal fertilizer & liquid. Mundra back to normal 720k TEUs in October. π International Portfolio Firing Up Record revenue; Colombo crossing 100k TEUs for [--] straight months. Long-term margins marching toward 45%. π" [X Link](https://x.com/Dixitagg/status/1994354091561250839) 2025-11-28T10:34Z [----] followers, [----] engagements "Hi @screener_in @ayushmitt and team Ive noticed a significant issue in the promoter mapping system on Screener. When two different companies have promoters with the same name (for example ABC as promoter of Company XYZ and another ABC as promoter of Company DEF) clicking on the promoters name incorrectly shows that the same individual holds promoter stakes in both XYZ and DEF. This is factually incorrect as these are different individuals who simply share the same name. This creates misleading promoter ownership data and can lead to wrong analysis for users. Request you to please look into" [X Link](https://x.com/Dixitagg/status/1994388500318462164) 2025-11-28T12:50Z [----] followers, [---] engagements "@ravimane53 Oct [----] Mohali test match Watched it live in pca stadium" [X Link](https://x.com/Dixitagg/status/1994525964962074835) 2025-11-28T21:57Z [----] followers, [---] engagements "H1 FY26: Revenue [-----] cr EBITDA [----] cr PBT [----] cr (2281 cr core; rest one-offs) Operating CF stable (7250 cr) Rights Issue (25000 cr): Converts [-----] cr promoter loans to equity Funds airports + select roads/ANIL Big gross debt reduction ahead Capex FY26 (36000 cr): Airports [-----] cr Roads [----] cr Petrochem [----] cr Metals [----] cr ANIL [----] cr Key Segments Airports: 23% passengers; 29% cargo H1 EBITDA [----] cr (+51%); run-rate 1000+ cr/quarter Navi Mumbai Airport starts Q3; Phase-2 capex [-----] cr City-side dev. revenue FY2930 ANIL (Solar/Wind/H2): Solar margins weak due to US tariff" [X Link](https://x.com/Dixitagg/status/1995045073122455790) 2025-11-30T08:19Z [----] followers, [----] engagements "@SumitResearch P&G Emami Bata Relaxo United breweries Symphony Bajaj electrical" [X Link](https://x.com/Dixitagg/status/1996116038141051128) 2025-12-03T07:15Z [----] followers, [----] engagements "@Stockgeeks_in That is conversion of warrants at [---] and not open market buying . Dont spread false narratives " [X Link](https://x.com/Dixitagg/status/1996635615467917682) 2025-12-04T17:40Z [----] followers, [--] engagements ". KARACHI [---] : 43% HANG SENG : 40% NIKKEI : 30% NASDAQ : 22% DAX : 19% SSE : 19% FTSE [---] : 18% NIFTY [--] : 9.5% #nasadq #Nifty #nikkei" [X Link](https://x.com/Dixitagg/status/1996828506010128621) 2025-12-05T06:26Z [----] followers, [----] engagements "@StockSavvyShay @grok give details of major stake holders in space x " [X Link](https://x.com/Dixitagg/status/1997266891065405745) 2025-12-06T11:28Z [----] followers, [---] engagements "*SHRIRAM PISTON Q2FY26 CONCALL* H1 FY26: Total income up 14.9% YoY EBITDA up 14.2%; Q2 FY26 income up 15% EBITDA margin 22.4% PAT margin 13.6% Outperformed industry growth (3-4%) significantly despite market challenges and muted domestic demand FOR DETAILS π½ https://sumitresearch.com/shriram-pistons-q2fy26-management-concall-update/ https://sumitresearch.com/shriram-pistons-q2fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/1997548418470981826) 2025-12-07T06:07Z [----] followers, [----] engagements "BAJAJ AUTO Q2 FY26 CON CALL Financials Revenue [-----] cr EBITDA 3000+ cr PAT [----] cr all-time highs. Growth driven 50% by volume 50% by mix/FX. Strong exports margin tailwind (USD 87). Surplus cash 14000+ cr. Demand & GST GST cut + festive boosted motorcycle industry. FOR DETAILS π½ https://sumitresearch.com/bajaj-auto-q2fy26-management-concall-update/ https://sumitresearch.com/bajaj-auto-q2fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/1997881653977612752) 2025-12-08T04:11Z [----] followers, [----] engagements "() : HAL MAZAGON DOCK BEL CDSL KAYNES TECH BHARAT DYNAMICS GRSE IRONY MAXIMUM LEVERAGE POSTION IS IN DEFENCE STOCKS . NO RECOMMENDATION. SOURCE-NSE #marketvolatility #MarketRotation #bse #NSEIndia" [X Link](https://x.com/Dixitagg/status/1998285883066503337) 2025-12-09T06:57Z [----] followers, [----] engagements "& STRENGTH : BSE Diversified Financials Revenue Growth: 13.75% BSE Auto: 13.30% BSE Private Banks Index: 11.29% BSE Financial Services: 9.45% BSE BANKEX: 9.10% WEAKNESS: BSE Realty: -19.64% BSE Information Technology: -17.52% BSE Power: -16.05% BSE Focused IT: -15.29% BSE Utilities: -14.44% #BSE #StockMarketIndia #StockMarketNews #index" [X Link](https://x.com/Dixitagg/status/1998663780360925481) 2025-12-10T07:59Z [----] followers, [----] engagements "NARAYANA HRUDAYALAYA Q2 FY26 CON CALL India Hospitals 20% EBITDA growth driven by better case-mix and payor-mix not pricing. Govt share (1820%) keeps ARPP flat. Strong robotic surgery growth; shift to shorter LOS. International patient business being wound down. https://sumitresearch.com/narayana-hrudayalaya-q2fy26-management-concall-update/ https://sumitresearch.com/narayana-hrudayalaya-q2fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/1998736297498951841) 2025-12-10T12:47Z [----] followers, [----] engagements "DEEPAK NITRATE JINDAL STEEL & POWER LTD ANANT RAJ LTD NAVA LTD ECLERX SERVICES LTD KAJARIA CERAMICS ZENSAR TECHNOLOGIES LTD SRM CONTRACTORS LTD MANGAL ELECTRICAL INDUSTRIES ROLEX RINGS RASHI PERIPHERALS LTD ADVENT HOTELS INTERNATIONAL SURYA ROSHNI USHA MARTIN TGV SRAAC LTD UPDATER SERVICES LTD SURAKSHA DIAGNOSTIC LTD GREENPANEL INDUSTRIES ASTRA MICROWAVE PRODUCTS DB CORP #promoter #StockMarketIndia" [X Link](https://x.com/Dixitagg/status/1999086587045724488) 2025-12-11T11:59Z [----] followers, 26.8K engagements "JK CEMENT Q2FY26 CON CALL [--]. Financials Strong YoY growth but QoQ softer due to maintenance + weaker pricing. H1: Revenue +19% EBITDA +47% margins improved. FOR DETAILS π½ #jk #cement #paint https://sumitresearch.com/jk-cement-q2fy26-management-concall-update/ https://sumitresearch.com/jk-cement-q2fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/1999387532476518679) 2025-12-12T07:55Z [----] followers, [----] engagements "BRITANNIA Q2FY26 CON CALL Q2 performance: Sales +4.1% YoY but profits strong (PAT +23%) as margins expanded sharply GST disruption: Transition in Sept cost 22.5% of topline; true demand growth closer to 66.5% FOR DETAILS π½ #britannia #fmcg #gst #BISCUIT https://sumitresearch.com/britannia-q2fy26-management-concall-update/ https://sumitresearch.com/britannia-q2fy26-management-concall-update/ https://sumitresearch.com/britannia-q2fy26-management-concall-update/ https://sumitresearch.com/britannia-q2fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/1999741490080416019) 2025-12-13T07:21Z [----] followers, [----] engagements "@MichaelAArouet @grok when did bill gates sell" [X Link](https://x.com/Dixitagg/status/2001038545721679990) 2025-12-16T21:15Z [----] followers, [---] engagements "MAZAGON DOCK SHIPBUILDERS Q2 FY [--] CONCALL Q2 FY26: Revenue [----] cr (+6% YoY) PAT [---] cr (+27%); EPS [----] H1 FY26: Revenue [----] cr (+9% YoY); lower YoY profit due to [----] cr CG/MPV provisions already absorbed Order book: [-----] cr; FY26 revenue guide: [-----] cr; FY27 +5% FOR MORE DETAILS π½ MAZAGON DOCK SHIPBUILDERS Q2 FY [--] CONCALL #Defence #shipbuilding #indiannavyday https://sumitresearch.com/mazagon-dock-shipbuilders-q2fy26-management-concall-update/ https://sumitresearch.com/mazagon-dock-shipbuilders-q2fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2001176540823044381) 2025-12-17T06:24Z [----] followers, [----] engagements "POLYCAB Q2FY26 CON CALL Strong all-round performance with record profitability and robust execution. πΉ Financial Highlights Revenue: [----] bn (+18% YoY) EBITDA: [---] bn (+62% YoY); Margin: 15.8% (+430 bps YoY) PAT: [---] bn (+56% YoY); Margin: 10.7% (+260 bps YoY) FOR MORE DETAILS π½ @PolycabIndia #polycab #wires #powergrid #cables https://sumitresearch.com/polycab-q2fy26-earnings-concall-update/ https://sumitresearch.com/polycab-q2fy26-earnings-concall-update/" [X Link](https://x.com/Dixitagg/status/2001929939428528269) 2025-12-19T08:17Z [----] followers, [----] engagements "% FEW PREVIOUS BIGGEST SINGLE DAY GAINS FOR INFOYSYS : MARCH 1999: 16% JAN 2013: 17% JULY 2020: 15% MAY 2025:7.4% GAPUP SEPT 2025:5% OCT 2025:4% @Infosys #infosysadr #adr #AI #infosys" [X Link](https://x.com/Dixitagg/status/2002046506246045772) 2025-12-19T16:00Z [----] followers, [----] engagements "@pukhraj_lava @SumitResearch @Infosys Short squeeze" [X Link](https://x.com/Dixitagg/status/2002048542903582830) 2025-12-19T16:09Z [----] followers, [---] engagements "@rsawal6ajat @Infosys Sir it can open theoretically as it is a derivate (FnO) stock " [X Link](https://x.com/Dixitagg/status/2002071381983576417) 2025-12-19T17:39Z [----] followers, [--] engagements "@rsawal6ajat @Infosys Lol from 20% you came to 40% π€£. FnO stocks dont have circuit breakers in India " [X Link](https://x.com/Dixitagg/status/2002081230884643323) 2025-12-19T18:18Z [----] followers, [--] engagements "( ) SWAN DEFENCE & HEAVY INDS: [---] COCHIN SHIPYARD: [---] MAZAGON DOCK SHIPBUILDERS: [--] HINDUSTAN SHIPYARDS: [--] SHOFT SHIPYARD: [--] CHOWGULE SBD: [--] L&T SHIPBUILDING: [--] GARDEN REACH SHIPBUILDERS : [--] PRAGA ENGINEERING SHIPYARD: [--] DEMPO SHIPBUILDING & ENGG: [--] SOURCE: PhillipCapital India Research Lok Sabha Document [----] #shipbuildinng #grse #mazagon #cochinshipyard #ships #IndianNavy" [X Link](https://x.com/Dixitagg/status/2002233007332348262) 2025-12-20T04:22Z [----] followers, 16.9K engagements ". 1.ADANI ENTERPRISES 2.ADANI GREEN 3.ADANI ENRGY SOL 4.NETWEB TECH 5.PARAS DEFENCE 6.KAYNES TECH 7.PTC INDS MINDA 9.VARUN BEVERAGE 10.ZEN TECH Profit growth 30% . FCF -ve . Capex heavy business . #AdaniGroup #kaynes #cash #profit @dmuthuk @SumitResearch http://8.UNO http://8.UNO" [X Link](https://x.com/Dixitagg/status/2002668645651238918) 2025-12-21T09:13Z [----] followers, 25.4K engagements "Hi @soicfinance @ishmohit1 it was great to attend you session yesterday on SPOTTING SECTORS . But I would like to bring to your notice a fact on @EPACKPrefab Promoter buying mentioned by you . Mr Ram Grovher is not a Promoter instead he is Independent director of the company . Him buying from open market should not be accounted as promoter buying Pls find attached pictures for your reference . Cheers and looking forward to your future sessions. Pls make correction for future references" [X Link](https://x.com/Dixitagg/status/2002753141897572480) 2025-12-21T14:48Z [----] followers, 26.2K engagements "(-:.%) POLYCAB : 3.6% BAJAJ AUTO : 2.4% ULTRA TECH : 0.6% TECH MAHINDRA : -4.4% TATA POWER : -5.1% LIC : -5.5% WIPRO : -13.4% TCS : -21% VARUN BEVERAGE : -23% TRENT : -40% #inr #dollarprice #currency #StockMarket #inrdollar https://twitter.com/i/web/status/2002998633088852330 https://twitter.com/i/web/status/2002998633088852330" [X Link](https://x.com/Dixitagg/status/2002998633088852330) 2025-12-22T07:04Z [----] followers, 10.2K engagements "@AdeptMarket No adjusting to 6% gains of Friday " [X Link](https://x.com/Dixitagg/status/2003170040334680501) 2025-12-22T18:25Z [----] followers, [---] engagements "REALLY A BUBBLE π¨RAY DALIO JUST SAID: WERE ALREADY 80% INTO A FULL-BLOWN BUBBLE. THAT LAST 20% IS WHEN PEOPLE LOSE THEIR MINDS π https://t.co/ZMCX6d1yRo π¨RAY DALIO JUST SAID: WERE ALREADY 80% INTO A FULL-BLOWN BUBBLE. THAT LAST 20% IS WHEN PEOPLE LOSE THEIR MINDS π https://t.co/ZMCX6d1yRo" [X Link](https://x.com/Dixitagg/status/2003326779587715485) 2025-12-23T04:48Z [----] followers, [---] engagements "Financials Q2: Rev 787cr (+11%) GP 195cr (+4%) EBITDA 101cr (4%) PAT 75cr. H1: Rev 1544cr (+11%) EBITDA flat; PAT 175cr (incl. 22cr gain). Utilisation 80%. FOR MORE DETAILS π½ #Auto #gst https://sumitresearch.com/sharda-motor-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/sharda-motor-q2fy26-earnings-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2003353423509651940) 2025-12-23T06:34Z [----] followers, [----] engagements "U.S.: $68.9T (MAGNIFICENT SEVEN: $20T-22T) CHINA: $12.8T JAPAN: $7.6T INDIA: $5.3T FRANCE: $3.4T UK: $3.4T SAUDI ARABIA: $3.0T CANADA: $2.7T GERMANY: $2.7T TAIWAN: $2.1T SWITZERLAND: $1.9T SOUTH KOREA: $1.9T AUSTRALIA: $1.6T NETHERLANDS: $1.2T #NASDAQ100 #nvidia #ArtificialInteligence #India #China #StockMarketIndia https://twitter.com/i/web/status/2003427469714461081 https://twitter.com/i/web/status/2003427469714461081" [X Link](https://x.com/Dixitagg/status/2003427469714461081) 2025-12-23T11:28Z [----] followers, [----] engagements "Q2FY26 Q2 revenue: [---] cr; PAT margin: 12%. H1 earnings: +21% YoY. Mix: Domestic:International 70:30; Industrial 15% Aftermarket 12%. FOR MORE DETAILD π½ #bearing #capitalgood https://sumitresearch.com/nrb-bearing-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/nrb-bearing-q2fy26-earnings-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2003799651783508305) 2025-12-24T12:07Z [----] followers, [----] engagements "Financials: Q2 FY26: Revenue [---] cr (flat) EBITDA [--] cr (13.8% margin) PAT [--] cr (down due to tax one-off) H1 FY26: Revenue [---] cr (+2.2% YoY) EBITDA [---] cr PAT [---] cr FOR MORE DETAILS π½ #cera #tiles https://sumitresearch.com/cera-sanitaryware-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/cera-sanitaryware-q2fy26-earnings-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2004853517136314714) 2025-12-27T09:55Z [----] followers, [----] engagements ": 1.RVNL : 24.5% 2.IRFC : 20.3% 3.JUPITER WAGONS : 11.5% 4.TEXMACO RAIL : 10.8% 5.IRCON : 9.5% 6.RITES : 8.9% 7.IRCTC : 8.2% 8.RAILTEL : 7.1% 9.BEML : 4.5% 10.TITAGARH RAIL SYSTEMS : 3.5% No Buy/Sell Recommendation. #railways #kavach #IRCTC #IndianRailways #wagon #railtel #IRFC https://twitter.com/i/web/status/2004905090222883094 https://twitter.com/i/web/status/2004905090222883094" [X Link](https://x.com/Dixitagg/status/2004905090222883094) 2025-12-27T13:19Z [----] followers, 27.3K engagements "2 Financials: Revenue: [---] cr (+18% YoY) EBITDA: [----] cr (+34% YoY); margin 20.3% PAT: [----] cr (+62% YoY) H1 Revenue [---] cr; PAT [--] cr FOR MORE DETAILS π½ https://sumitresearch.com/carysil-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/carysil-q2fy26-earnings-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2005153143466983835) 2025-12-28T05:45Z [----] followers, [----] engagements "Revenue growth :5 Year CAGR Profit growth : [--] Year CAGR Revenue Growth: 18.15% Profit Growth: -3.34% Revenue Growth: 16.82% Profit Growth: -6.17% Revenue Growth: 15.70% Profit Growth: -6.03% Revenue Growth: 17.22% Profit Growth: -6.59% Revenue Growth: 16.36% Profit Growth: -1.69% Revenue Growth: 15.06% Profit Growth: -1.91% Revenue Growth: 19.00% Profit Growth: -9.68% Revenue Growth: 15.96% Profit Growth: -6.75% Revenue Growth: 16.68% Profit Growth: -39.86% Revenue Growth: 17.03% Profit Growth: [-----] @SumitResearch @dmuthuk #PROFIT #Sales #stockmarketupdate #nse #bse" [X Link](https://x.com/Dixitagg/status/2005489510839390279) 2025-12-29T04:02Z [----] followers, 26.9K engagements "Revenue: [-----] cr (+24% YoY) EBITDA: [----] cr (+45% YoY); margin: 20.9% PAT: [----] cr (up from [----] cr in Q1) FOR MORE DETAILS π½ https://sumitresearch.com/sirca-paint-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/sirca-paint-q2fy26-earnings-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2005855781153857604) 2025-12-30T04:17Z [----] followers, [----] engagements ": Mutual Fund:1 year return [--]. Axis Nifty IT Index Fund : -10.59% [--]. ICICI Prud Nifty IT Index Fund : -10.50% [--]. Tata Digital India Fund : -8.26% [--] .Tata Infrastructure Fund : -7.00% [--]. ITI Pharma & Healthcare Fund : -7.32% [--]. HSBC Infrastructure Fund : -4.47% [--]. Kotak Healthcare Fund : -5.20% [--]. Quant Infrastructure Fund : -3.14% @SumitResearch @dmuthuk #mutualfunds #sector #IT #AI #StockMarketIndia https://twitter.com/i/web/status/2005897490470744144 https://twitter.com/i/web/status/2005897490470744144" [X Link](https://x.com/Dixitagg/status/2005897490470744144) 2025-12-30T07:03Z [----] followers, 22.3K engagements "FII: RECORD HIGHEST SELLING IN [----] BY FIIs IN HISTORY [----] : [-------] Cr [----] : [-------] Cr [----] : [------] Cr [----] : [-------] Cr [----] : [------] Cr DII: RECORD HIGHEST BUYING IN [----] BY DIIs IN HISTORY . [----] : [------] Cr [----] : [------] Cr [----] : [------] Cr [----] : [------] Cr [----] : [-----] Cr Source - NSE/CM Provisional #FIIs #dii #StockMarketIndia @SumitResearch @dmuthuk" [X Link](https://x.com/Dixitagg/status/2006346504504770749) 2025-12-31T12:47Z [----] followers, 18.7K engagements ". 1.ASHOK LEYLAND : 50% [--]. TVS MOTOR : 30% 3.EICHER MOTOR : 26% 4.HERO MOTOCORP : 25% 5.MARUTI SUZUKI : 20% 6.VST TILLERS & TRACTORS : 20% 7.M&M : 18% 8.BAJAJ AUTO : 16% 9.ESCORTS KUBOTA : 12% 10.FORCE MOTORS : 9% [--]. HYUNDAI MOTORS : 2% #GST #Automotive #Car #tvsmotors #eichermotors #ForceMotors https://twitter.com/i/web/status/2006946975561011208 https://twitter.com/i/web/status/2006946975561011208" [X Link](https://x.com/Dixitagg/status/2006946975561011208) 2026-01-02T04:33Z [----] followers, 11.3K engagements ": .. VENEZUELA Holds: [--]. [---] billion barrels of crude oil the largest reserves in the world [-----] trillion cubic feet of natural gas 3.8000+ tons of gold the largest in Latin America 4.$600 billion worth of iron ore 5.500+ million tons of coal 6.2% of global renewable freshwater resources 7.Untapped reserves of nickel copper and phosphates #Venezuela #usa #venezuelainvasion #OilPolitics #Mudaro #USAttack #Trump https://twitter.com/i/web/status/2007624263571026252 https://twitter.com/i/web/status/2007624263571026252" [X Link](https://x.com/Dixitagg/status/2007624263571026252) 2026-01-04T01:24Z [----] followers, [----] engagements "Delighted to spend a full day with the Solar King @FarukPatel3 Chairman of @kpgroupgujarat at Sudi Bharuch. The interaction offered deep insights into Indias rapidly evolving renewable energy landscape. With a clear long-term vision on Indias clean energy transition Mr. Patel is strategically steering @kpgroupgujarat from a strong national presence towards meaningful international expansion. His clarity of thought on solar wind hybrid projects execution capabilities and capital allocation reflects years of experience and conviction in the renewable growth story. A true visionary leader who is" [X Link](https://x.com/Dixitagg/status/2008407780550734311) 2026-01-06T05:18Z [----] followers, [---] engagements "KAYNES TECH FALL 6% At New [--] Weak Low Correction from top :50% Is EMS story over Cashflow worries #ems #Semiconductor #KAYNESTECHNOLOGY" [X Link](https://x.com/Dixitagg/status/2008468161663004942) 2026-01-06T09:18Z [----] followers, 15.5K engagements "Venezuelas stock market is sending a loud signal. +100% since President Maduro was captured by the US +207% in just [--] trading sessions No red day since Dec [--] #venezuelainvasion #trump #USA π Dec [--] 2025: [-------] (+3.27%) π Dec [--] 2025: [-------] (+22.62%) π Dec [--] 2025: [-------] (+5.75%) π Jan [--] 2026: [-------] (+7.13%) π Jan [--] 2026: [-------] (+16.45%) π Jan https://t.co/dKUB18qtRE π Dec [--] 2025: [-------] (+3.27%) π Dec [--] 2025: [-------] (+22.62%) π Dec [--] 2025: [-------] (+5.75%) π Jan [--] 2026: [-------] (+7.13%) π Jan [--] 2026: [-------] (+16.45%) π Jan https://t.co/dKUB18qtRE" [X Link](https://x.com/Dixitagg/status/2009122616393842806) 2026-01-08T04:38Z [----] followers, [----] engagements "1.SPACEX: [-------] CRORE 2.OPENAI: [-------] CRORE 3.ANTHROPIC: [-------] CRORE 4.XAI: [-------] CRORE 5.DATABRICKS: [-------] CRORE 6.STRIPE: [------] CRORE 7.ANDURIL: [------] CRORE 8.RAMP: [------] CRORE 9.SCALE AI: [------] CRORE 10.RIPPLE: [------] CRORE Source : Yahoo Finance #spacex #ElonMusk #Trump #USA https://twitter.com/i/web/status/2009188763604517128 https://twitter.com/i/web/status/2009188763604517128" [X Link](https://x.com/Dixitagg/status/2009188763604517128) 2026-01-08T09:01Z [----] followers, [----] engagements "Transformers & Rectifiers India Ltd Q3 FY26 Revenue [---] Cr vs [---] Cr YoY (Q2: [---] Cr) PBT [---] Cr vs [--] Cr YoY (Q2: [--] Cr) PAT [--] Cr vs [--] Cr YoY (Q2: [--] Cr) 9M PBT [---] Cr vs [---] Cr YoY 9M PAT [---] Cr vs [---] Cr YoY 9M revenue [----] Cr FY26 revenue guidance [----] Cr; company looks on track. Q4 is strongest #TARIL" [X Link](https://x.com/Dixitagg/status/2009195463023514106) 2026-01-08T09:28Z [----] followers, [----] engagements "Why did TARIL fall despite strong numbers in Q3 Order Book decreases from [----] in Q2 to [----] in Q3 A biggest reason for the free fall is Order Inquiries from [-----] cr in Q2 to [-----] cr in Q3" [X Link](https://x.com/Dixitagg/status/2009212456842006696) 2026-01-08T10:35Z [----] followers, [---] engagements "Happy to share that I recently met @manish_ina Sir and Vikas Jain Sir Chairman and MD of @insolationenrgy with the team at Jaipur. Renewable energy is set to play a decisive role in addressing Indias enormous and rapidly growing power demand while also ensuring long-term sustainability and energy security. As the country accelerates its transition towards clean energy solar power continues to emerge as a critical pillar of this transformation. @insolationenrgy has been a significant and trusted partner in Indias solar growth story contributing meaningfully to the development of robust" [X Link](https://x.com/Dixitagg/status/2009483605031178636) 2026-01-09T04:33Z [----] followers, [----] engagements "() 1.NSE : [---] lakh crore 2.Serum Institute of India : [---] lakh crore 3.Zoho Corporation : [---] lakh crore 4.Zerodha : [-----] crore 5.Megha Engineering & Infrastructures (MEIL) : [-----] crore 6.Parle Products : [-----] crore 7.Intas Pharmaceuticals : [-----] crore 8.Dream11 : [-----] crore 9.Razorpay : [-----] crore 10.Amalgamations Group : [-----] crore #UnlistedShares #IndianMarkets #PrivateCompanies #IPOWatch #NSE #zerodha #parle #Dream11 https://twitter.com/i/web/status/2009556754108174706 https://twitter.com/i/web/status/2009556754108174706" [X Link](https://x.com/Dixitagg/status/2009556754108174706) 2026-01-09T09:24Z [----] followers, 89.4K engagements "GLOBUS SPIRITS Delivered a strong Q3 FY26 reporting a sharp sequential (QoQ) and annual (YoY) improvement across key financial metrics. Key Highlights: Revenue: [---] Cr vs [---] Cr (YoY) [---] Cr (Q2 FY26) EBITDA: [--] Cr vs [--] Cr (YoY) [--] Cr (Q2 FY26) PBT: [--] Cr vs [---] Cr (YoY) [--] Cr (Q2 FY26) PAT: [--] Cr vs [----] Cr (YoY) [--] Cr (Q2 FY26) The quarter reflects meaningful margin expansion and profitability recovery indicating improved operating leverage and business momentum. #globusspirits https://twitter.com/i/web/status/2009594265304003025 https://twitter.com/i/web/status/2009594265304003025" [X Link](https://x.com/Dixitagg/status/2009594265304003025) 2026-01-09T11:53Z [----] followers, [----] engagements "@grok @Rahul_G_Ketkar Thank you @grok" [X Link](https://x.com/Dixitagg/status/2009660739326476429) 2026-01-09T16:17Z [----] followers, [--] engagements ": Stock Peak PE Current PE Dixon tech [---] [--] PG Electroplast [---] [--] Syrma SGS [---] [--] Avalon Tech [---] [--] Kanyes Tech [---] [--] Amber Entp [---] [---] All of them were trading in [--] digit PEs and now are still trading above [--] . PEG is below [--] . Is it a Value trap #electronics #dixon #MakeInIndia #MobileManufacturing https://twitter.com/i/web/status/2009870767203209695 https://twitter.com/i/web/status/2009870767203209695" [X Link](https://x.com/Dixitagg/status/2009870767203209695) 2026-01-10T06:11Z [----] followers, 28.9K engagements "DMART Q32025 RESULT π Financial Performance πΉ Standalone Total Revenue: +13.2% YoY EBITDA: +19.9% YoY EBITDA Margin: 8.4% vs 7.9% YoY PAT: +17.6% YoY πΉ Consolidated Total Revenue: +13.32% YoY EBITDA: +20.2% YoY EBITDA Margin: 8.1% vs 7.6% YoY PAT: +18.23% YoY π¬ Store Expansion & Operations Stores added in Q3 FY26: [--] Total stores: [---] as of [--] December [----] π Key Highlights Revenue growth was partially impacted due to deflation in staples Like-to-like growth (stores older than [--] years): 5.6% YoY #DMart https://twitter.com/i/web/status/2009979900204290226" [X Link](https://x.com/Dixitagg/status/2009979900204290226) 2026-01-10T13:25Z [----] followers, [----] engagements "π SEBI says Microcap isnt an official category. Index fund approval was valid. MOAMC stops fresh funds inflow after SEBI questions Categorisations. Smallest stock 1000cr m-cap 400cr free float. [---] stocks + 2600cr AUM = diversified & manageable liquidity. No fresh funds from 8th Jan . Intresting Question -why SEBI provided approval for the fund's launch in [----] if it didn't recognise its category #SEBI #microcap #MutualFunds #MutualFundsSahiHai @MrMotilalOswal @MotilalOswalLtd https://twitter.com/i/web/status/2010206798792610159 https://twitter.com/i/web/status/2010206798792610159" [X Link](https://x.com/Dixitagg/status/2010206798792610159) 2026-01-11T04:27Z [----] followers, 12K engagements "πβ [--]. China 11.5% [--]. Russia 9.4% [--]. Mexico 25.2% [--]. China 13.2% [--]. DR Congo 75.9% [--]. Indonesia 9.7% [--]. Chile 23.0% [--]. DR Congo 14.4% [--]. Australia 36.7% [--]. Chile 20.4% Metal Bull Run continues (Returns in last [--] year) π₯ SILVER: +140150% π₯ GOLD: +70% π LITHIUM: +5560% π COPPER: +3545% β‘ COBALT: +3040% #goldprice #silversqueeze #Silver" [X Link](https://x.com/Dixitagg/status/2010578842935824476) 2026-01-12T05:05Z [----] followers, [----] engagements "BlackRock : $10.5 Trillion Vanguard : $9.3 Trillion Fidelity Invest : $5.3 Trillion State Street Global : $4.3 Trillion Morgan Stanley : $3.6 Trillion JPMorgan Co. : $3.6 Trillion Crdit Agricole : $2.9 Trillion Goldman Sachs : $2.8 Trillion UBS : $2.6 Trillion Capital Group : $2.6 Trillion Will we see any Indian AMC in next [--] years in this list #blackrock #GoldmanSachs #aum #india" [X Link](https://x.com/Dixitagg/status/2010925629576004017) 2026-01-13T04:03Z [----] followers, 15.7K engagements "NAVKAR CORP Q3FY26 TURNAROUND RESULTS : [------] CR VS [------] CR +43.56% YOY +14.45% QOQ PAT: [----] CR VS [-----] CR (YOY) [----] CR (QOQ) STRONG TURNAROUND TO PROFITABILITY +114.99% QOQ PAT GROWTH KEY HIGHLIGHTS: STRONG TOP-LINE GROWTH SIGNALS BUSINESS RECOVERY RETURN TO PROFITABILITY AFTER LOSSES LAST YEAR SEQUENTIAL PROFIT GROWTH INDICATES SUSTAINABLE MOMENTUM OVERALL: VERY STRONG Q3 PERFORMANCE #jsw #port https://twitter.com/i/web/status/2011006381411996103 https://twitter.com/i/web/status/2011006381411996103" [X Link](https://x.com/Dixitagg/status/2011006381411996103) 2026-01-13T09:24Z [----] followers, [----] engagements "TATA ELXSI LTD Q3 FY26 RESULTS UPDATE π Revenue: [------] Cr vs [------] Cr β‘ +1.52% YoY +3.85% QoQ π PBT (Ex-Exceptional): [------] Cr vs [------] Cr β‘ -5.43% YoY +12.69% QoQ π PAT: [------] Cr vs [------] Cr β‘ -45.28% YoY -29.66% QoQ π° Other Income: [-----] Cr β‘ Higher YoY slightly lower QoQ β Exceptional Item: [-----] Cr one-time loss due to implementation of New Labour Codes impacting reported profitability. π Key Takeaway: Operational performance shows sequential improvement but exceptional costs significantly weighed on bottom-line numbers this quarter. #Q3Results #Q3FY26 #TataElxsi #StockMarket" [X Link](https://x.com/Dixitagg/status/2011054622073635066) 2026-01-13T12:36Z [----] followers, [----] engagements "CONGRATULATIONS Raghav Productivity and Rajesh Sir for another great Set of Results Q3 FY26 Highlights Volume 82K MT (+21% YoY) Revenue +17% YoY EBITDA +33% YoY PAT +44% YoY 9M FY26 Volume 242K MT (+26% YoY) Revenue +25% YoY EBITDA +37% YoY PAT +48% YoY Key Takeaways PAT per MT improving due to better product mix cost control & higher exports Capacity utilization 80% Strong return ratios: ROCE 30% ROE 25% Gained market share despite steel slowdown Export volumes +15% YoY Management confident of sustained growth on new + existing customers Recently met MD Rajesh Kabra ji of Raghav Productivity" [X Link](https://x.com/Dixitagg/status/2011279981985612059) 2026-01-14T03:31Z [----] followers, [----] engagements "HDFC AMC Q3 FY26 RESULT Revenue [-------] Cr vs [------] Cr +15.03% YoY +4.64% QoQ PAT [------] Cr vs [------] Cr +19.97% YoY +7.10% QoQ Other Income [------] Cr vs [-----] Cr (YoY) [------] Cr vs [-----] Cr (QoQ) Key Takeaways Strong revenue growth led by higher AUM and market traction PAT growth outpaced revenue reflecting operating leverage Sharp rise in other income supported overall profitability #hdfcamc #results #StockMarketIndia @SumitResearch https://twitter.com/i/web/status/2011368231685304324 https://twitter.com/i/web/status/2011368231685304324" [X Link](https://x.com/Dixitagg/status/2011368231685304324) 2026-01-14T09:22Z [----] followers, [----] engagements ". - . [--]. SBI 2.Titan 3.Eicher Motors 4.Vedanta 5.Hindalco [--]. Shriram Finance 7.Muthoot Finance 8.M&M 9.MCX [--]. JSW Steel #StockMarketIndia #metal #banknifty #titan #BullRun #psubankbees https://twitter.com/i/web/status/2011658960349380918 https://twitter.com/i/web/status/2011658960349380918" [X Link](https://x.com/Dixitagg/status/2011658960349380918) 2026-01-15T04:37Z [----] followers, [----] engagements "POLYCAB Q3FY26 RESULT 1.REVENUE Q3 FY26: [-------] Cr Q3 FY25: [-------] Cr YoY Growth: +46.12% QoQ Growth: +17.89% β‘ Strong volume growth and healthy demand environment. 2.PROFIT AFTER TAX (PAT) Q3 FY26: [------] Cr Q3 FY25: [------] Cr YoY Growth: +35.71% QoQ Change: -9.06% β‘ Profitability improved YoY but softened sequentially. 3.OTHER INCOME Q3 FY26: [-----] Cr Q3 FY25: [-----] Cr Q2 FY26: [-----] Cr β‘ YoY growth of 102%; QoQ growth of 11%. 4.IMPLIED PAT MARGIN Q3 FY26: 8.25% Q3 FY25: 8.88% β‘ Margin contraction of [--] bps YoY. 5.ABSOLUTE GROWTH Revenue increase YoY: [----] Cr PAT increase YoY: [---] Cr" [X Link](https://x.com/Dixitagg/status/2012101146182361223) 2026-01-16T09:54Z [----] followers, [----] engagements "@harpritdhanoa No recommendation to buy / sell Only for educational" [X Link](https://x.com/Dixitagg/status/2012104484324000229) 2026-01-16T10:07Z [----] followers, [---] engagements "HDFC BANK Q3 FY26 RESULT Net Profit up 11.5% YoY at [-----] cr vs [-----] cr NII grew 6.4% YoY to [-----] cr vs [-----] cr Asset Quality Gross NPA at [-----] cr vs [-------] cr (QoQ) Net NPA at [-------] cr vs [-------] cr (QoQ) Credit Cost Provisions declined to [------] cr vs [------] cr (QoQ) and [------] cr (YoY) #HDFC #hdfcbank #StocksToWatch https://twitter.com/i/web/status/2012460142542090681 https://twitter.com/i/web/status/2012460142542090681" [X Link](https://x.com/Dixitagg/status/2012460142542090681) 2026-01-17T09:41Z [----] followers, 15.3K engagements "BANK OF MAHARASHTRA CONCALL Q3FY26 Performance: Record quarterly PAT [----] cr; 9M PAT [----] cr. Results ahead of guidance. Capital return: 10% interim dividend approved. Scale: Total business [----] lakh cr +17.2% YoY. For more details π https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/ https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/ https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/ https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2012518913658241466) 2026-01-17T13:34Z [----] followers, [----] engagements "IF CASH FLOW WAS KING WHY PLEDGE THE CROWN PROMOTER PLEDGING RECENTLY 1.VISHNU PRAKASH 2.ASAHI INDIA GLASS 3.UNICOMMERCE 4.JUBILANT FOOD 5.JAYASWAL NECO 6.MEDPLUS HEALTH 7.TAJGVK HOTELS [-----] ONE 9.JB CHEMICALS 10.STEEL EXCHANGE #PLEDGE #StockMarket #StocksInFocus https://twitter.com/i/web/status/2012879156481343641 https://twitter.com/i/web/status/2012879156481343641" [X Link](https://x.com/Dixitagg/status/2012879156481343641) 2026-01-18T13:26Z [----] followers, 15.6K engagements "AMERICA DIDNT EXPAND. IT BOUGHT LAND. Land Bought by America in History. GREENLAND next 1.Louisiana Purchase (1803): $15M 2.Florida (1819): $5M 3.Alaska (1867): $7.2M 4.Mexican Cession (1848): $15M 5.Gadsden Purchase (1854): $10M Islands (1917): $25M LONG TERM INVESTING IN LAND #Trump #Greenland #GreenlandIsNotForSale http://6.Virgin http://6.Virgin http://6.Virgin http://6.Virgin" [X Link](https://x.com/Dixitagg/status/2013175877593669732) 2026-01-19T09:05Z [----] followers, 12K engagements "ELECON ENGG Q3FY26 Short Summary (Q3 FY26) Revenue: [---] cr (+4.3% YoY); execution delays not demand. [----] cr dispatches pushed to JanFeb. Orders: Intake [---] cr (+7% YoY); order book rising despite flat revenues. For more details π½ #gears #elecon https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/ https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/ https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/ https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/" [X Link](https://x.com/Dixitagg/status/2013570252987343172) 2026-01-20T11:12Z [----] followers, [----] engagements "CASH GIVES YOU COURAGE WHEN MARKETS GIVE YOU FEAR MUTUAL FUND HOLDING CASH Fund scheme: Cash % of AUM 1) Parag Parekh Flexicap: 22.84% 2) SBI Contra: 20.08% 3) SBI Smallcap: 17.14% 4) HDFC Focused: 14.42% 5) HDFC Flexicap: 12.06% 6) HDFC Smallcap: 10.19% 7) ICICI Large Cap: 9.74% 8) SBI Focus: 9.26% 9) ICICI prudential value: 7.62% 10) HDFC Midcap: 6.37% #cash #mutualfund #MarketData #stockmarketcrash @SumitResearch https://twitter.com/i/web/status/2013575895332864048 https://twitter.com/i/web/status/2013575895332864048" [X Link](https://x.com/Dixitagg/status/2013575895332864048) 2026-01-20T11:34Z [----] followers, [--] engagements "CASH GIVES YOU COURAGE WHEN MARKETS GIVE YOU FEAR MUTUAL FUND HOLDING CASH Fund scheme: Cash % of AUM 1) Parag Parekh Flexicap: 22.84% 2) SBI Contra: 20.08% 3) SBI Smallcap: 17.14% 4) HDFC Focused: 14.42% 5) HDFC Flexicap: 12.06% 6) HDFC Smallcap: 10.19% 7) ICICI Large Cap: 9.74% 8) SBI Focus: 9.26% 9) ICICI prudential value: 7.62% 10) HDFC Midcap: 6.37% #cash #mutualfund #MarketData #stockmarketcrash @SumitResearch https://twitter.com/i/web/status/2013576898971082919 https://twitter.com/i/web/status/2013576898971082919" [X Link](https://x.com/Dixitagg/status/2013576898971082919) 2026-01-20T11:38Z [----] followers, 21.7K engagements "IRONY OR REALITY 3RD ANNIVERSARY OF HINDENBURG FIASCO Adani Green Energy shares dropped nearly 12% while flagship Adani Enterprises declined over 8%. β‘ The U.S. Securities and Exchange Commission (SEC) is reportedly seeking approval to issue summons to Gautam Adani and two others in connection with alleged fraud and bribery. β‘ In November [----] a New York federal court indicted Adani along with seven others over charges linked to an alleged large-scale bribery and fraud scheme. [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH" [X Link](https://x.com/Dixitagg/status/2014670914710077801) 2026-01-23T12:05Z [----] followers, [---] engagements "@SECTOR_RES0123 Thank you for copying my content without any credits https://x.com/dixitagg/status/2014559242842477035s=46 [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m https://x.com/dixitagg/status/2014559242842477035s=46 [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM." [X Link](https://x.com/Dixitagg/status/2015170583613600191) 2026-01-24T21:11Z [----] followers, [--] engagements "HCL TECH Q3FY26 CON CALL Revenue: $3.79bn +4.2% QoQ / +4.8% YoY (CC). Services growth steady; no broad-based discretionary recovery. Margins: EBIT 18.6% (hit by restructuring + labor code). Underlying margin 19.4% structurally stable; restructuring to end by Q4. For more details #hcltech #AI https://sumitresearch.com/hcl-tech-q3fy26-management-concall-update/ https://sumitresearch.com/hcl-tech-q3fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2013258153182613812) 2026-01-19T14:32Z [----] followers, [----] engagements "GOOD RESULTS BY KP GROUP KPI GREEN ENERGY Strong Q3 with margin expansion Highest-ever Revenue EBITDA PBT & PAT Revenue: [---] cr 45% YoY (Q2: [---] cr) EBITDA: [---] cr 73% YoY PBT: [---] cr (Q2: [---] cr) PAT: [---] cr (Q2: [---] cr) 9M PBT: [---] cr 9M PAT: [---] cr KP ENERGY Best-ever Q3 revenue EBITDA PBT & PAT with strong margin expansion Revenue: [---] cr 63% YoY (Q2: [---] cr) EBITDA: [--] cr 75% YoY PBT: [--] cr 69% YoY (Q2: [--] cr) PAT: [--] cr 59% YoY (Q2: [--] cr) 9M PBT/PAT: [---] cr / [---] cr Growth visibility: [--] GW multi-year order pipeline @FarukPatel3 @kpgroupgujarat Delighted to spend a full day with the" [X Link](https://x.com/Dixitagg/status/2013869587671196152) 2026-01-21T07:01Z [----] followers, [----] engagements "RADICO KHAITAN Q3FY26 RESULT Revenue surged to [-------] Cr from [-------] Cr marking a 22.1% YoY and 7.3% QoQ growth. PBT (excluding exceptional items) rose sharply to [------] Cr from [------] Cr up 66.4% YoY and 16.0% QoQ. PAT increased to [------] Cr versus [-----] Cr registering a strong 62.3% YoY and 11.0% QoQ growth. Exceptional loss for the quarter: [----] Cr. #radico #consumption https://twitter.com/i/web/status/2014270714296385798 https://twitter.com/i/web/status/2014270714296385798" [X Link](https://x.com/Dixitagg/status/2014270714296385798) 2026-01-22T09:35Z [----] followers, [----] engagements "ADANI ENERGY SOLUTIONS Q3FY26 RESULTS Revenue [----] Cr +16% YoY EBITDA [----] Cr +21% YoY PBT [---] Cr +43% YoY PAT down 8% YoY (base impact of one-time tax benefit last year) Adjusted PAT +30% YoY Cash Profit [----] Cr +23% YoY Key Business Updates: β Transmission availability at 99.7% (best-in-class) β Project pipeline under construction: [-----] Cr β Near-term transmission bidding opportunity [--] lakh Cr β Mumbai & Mundra distribution stable; losses at 4.03% β Smart meters installed [----] lakh; [--] crore+ by FY26 end β Smart metering pipeline [----] Cr meters (29500 Cr revenue) 9M FY26 capex at [----] Cr" [X Link](https://x.com/Dixitagg/status/2014291724601049235) 2026-01-22T10:59Z [----] followers, [----] engagements "INFOSYS Q3FY26 CONCALL Revenue growth re-accelerated: +2.2% QoQ CC +2.9% YoY; H1 revenue crossed $10 bn. FY26 guidance tightened to 23% CC growth; margin guidance unchanged at 2022%. H2 expected to be seasonally weaker; macro environment remains uncertain. Growth driven largely by realizations; volumes continue to remain soft. Strong deal momentum: Q2 large deal TCV $3.1 bn; H1 $6.9 bn majority net new. $1.6 bn UK NHS mega deal announced post Q2; 100% net new ramp-up begins this year. Financial Services & Manufacturing outperform; Retail and Hi-Tech remain cautious. Operating margin 21%" [X Link](https://x.com/Dixitagg/status/2014631514794033640) 2026-01-23T09:29Z [----] followers, [----] engagements "CLARIFICATION FROM ADANI GROUP @AdaniOnline #AdaniGroup #adaniports #adani [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m" [X Link](https://x.com/Dixitagg/status/2015009302122270862) 2026-01-24T10:30Z [----] followers, 28.7K engagements "DALMIA BHARAT Q3FY26 CONCALL Volumes [---] Mt (+9.5% YoY); strong 10% growth. Trade mix 62% (temporary; to normalize to mid/high-60s). Revenue +10% YoY; pricing weak (NSR -4% QoQ). EBITDA [---] cr (+18% YoY); 823/ton. Logistics cost -5.6% YoY; 4550/ton cost savings achieved. Incentives run-rate guided [---] cr; net debt/EBITDA 0.6x. Capacity on track to [----] MTPA; long-term [------] MTPA by [----]. Mgmt thesis: cost + scale pricing price upside optional. #cement #Infrastructure #Growth https://twitter.com/i/web/status/2015428271882768665 https://twitter.com/i/web/status/2015428271882768665" [X Link](https://x.com/Dixitagg/status/2015428271882768665) 2026-01-25T14:15Z [----] followers, [----] engagements "ASIAN PAINTS Q3 FY26 RESULTS Revenue: [-------] Cr vs [-------] Cr (+3.71% YoY +3.94% QoQ) PBT (Ex-Exceptional): [-------] Cr vs [-------] Cr (+8.47% YoY +18.34% QoQ) PAT: [-------] Cr vs [-------] Cr (-4.56% YoY +6.67% QoQ) Other Income: [------] Cr (YoY) vs [------] Cr QoQ decline to [------] Cr Exceptional Item: Q3 witnessed an exceptional loss of [------] Cr impacting reported PAT. Volume growth 7.9% #asianpaint #painted #StocksToWatch https://twitter.com/i/web/status/2016103868271362097 https://twitter.com/i/web/status/2016103868271362097" [X Link](https://x.com/Dixitagg/status/2016103868271362097) 2026-01-27T10:59Z [----] followers, [----] engagements "Met @SumitResearch Sir today In Mumbai . Had a detailed discussion on Indian markets. With abundance knowledge of Markets he is a π gem of a person to get along .Learned new investing tips . Blessed to meet him . All the best @SumitResearch Sir for your future . See u again" [X Link](https://x.com/anyuser/status/1658156105254727682) 2023-05-15T17:03Z [----] followers, 13.8K engagements "@SumitResearch Met @SumitResearch today in Delhi . He never fails to amaze with the mindset and psychology required for equity markets . Had a detailed discussion on how to get in / out of a stock particularly and sectors which look good for future . Thank your Sir for your time" [X Link](https://x.com/anyuser/status/1784464312406323587) 2024-04-28T06:07Z [----] followers, [----] engagements "@SumitResearch Sir market apni wajah se girta h reason hum bana detee h" [X Link](https://x.com/anyuser/status/1853310344380170419) 2024-11-04T05:36Z [----] followers, [----] engagements "@nid_rockz @soicfinance A guy who has Netweb holding VS a guy who wanted to buy Netweb but still remains in the watchlist " [X Link](https://x.com/Dixitagg/status/1880690844526874934) 2025-01-18T18:56Z [----] followers, [----] engagements "@microcp2mltibgr Promoters dont buy in Result season as per SEBI Guidelines " [X Link](https://x.com/Dixitagg/status/1882849361199235304) 2025-01-24T17:54Z [----] followers, [----] engagements "@ArindamPramnk Kpel Garware hi tech Aarti pharma lab Bector food" [X Link](https://x.com/anyuser/status/1891882160082079894) 2025-02-18T16:07Z [----] followers, 18.6K engagements "@BMTheEquityDesk Thank you Sir for such wonderful words " [X Link](https://x.com/anyuser/status/1894370551554040087) 2025-02-25T12:55Z [----] followers, 25.9K engagements "@SECTOR_RES0123 If buying at the top is an ART . You are the ARTIST of it ππ" [X Link](https://x.com/anyuser/status/1898303797878718589) 2025-03-08T09:24Z [----] followers, [----] engagements "Valuation Ratios by Sector India Banks: Key Ratios: Price to Book (P/B) ROE Why: Reflects capital efficiency and core capital base. NBFCs / Housing Finance: Key Ratios: P/B P/E Why: Captures leverage and earnings predictability. Life Insurance: Key Ratios: Embedded Value (EV) P/EV Why: EV represents the present value of future profits plus net worth. General Insurance: Key Ratios: Price to GWP P/B Why: Premium scale and solvency drive value. Asset Management: Key Ratios: P/E % of AUM Why: Fees are tied to AUM; scalable profits. Capital Markets: Key Ratios: EV/EBITDA P/E Why: Stable" [X Link](https://x.com/anyuser/status/1938262682802508069) 2025-06-26T15:46Z [----] followers, 27.1K engagements ": . () . () . () . () . () . () . () . () @SumitResearch #StockMarket #stockscam" [X Link](https://x.com/anyuser/status/1941365336659337341) 2025-07-05T05:15Z [----] followers, 19.6K engagements "/ [--]. Anup Engineering [--]. Supreme Industries [--]. Gala Precision Engineering [--]. Mrs. Bectors Food [--]. Man Infraconstruction [--]. Maharashtra Seamless [--]. Suprajit Engineering [--]. KP Group [--]. Orient Bell [--]. GNA Axles [--]. Enviro Infra [--]. Zydus Wellness [--]. Westlife Food [--]. Som Distilleries [--]. DB Corp [--]. Zee Entertainment [--]. Linc Ltd [--]. Sunteck Realty [--]. Nicco Park [--]. Mach Conferences [--]. Star Cement [--]. SKM Egg Products [--]. Kilburn Engineering [--]. Emmforce Auto [--]. Bliss GVS Pharma [--]. International Conveyors @SumitResearch #PromoterBuying #StockMarketIndia #Investing #Q1FY25" [X Link](https://x.com/anyuser/status/1942669013190074686) 2025-07-08T19:36Z [----] followers, [----] engagements "/ [--]. Aarti Pharma 2.Avantel 3.Axiscades Tech 4.Fusion Finance 5.Garvita India 6.Navin Fluorine Electroplast 8.Privi Speciality 9.RACL Geartech Kelkar Power 12.Ultra Pigment 13.Usha Martin 14.Voltamp Transformer 15.Wendt (India) @SumitResearch #StocksToWatch #promoterselling http://11.TD http://10.SH http://7.PG http://11.TD http://10.SH http://7.PG" [X Link](https://x.com/anyuser/status/1944372499028091049) 2025-07-13T12:25Z [----] followers, 10.2K engagements "@SumitResearch @sunilgurjar01 bhai kitna copy karega" [X Link](https://x.com/Dixitagg/status/1949156536301101559) 2025-07-26T17:15Z [----] followers, 15.9K engagements "CON CALL WAAREE RENEWABLE TECH Q1 FY26 Revenue: [-----] Cr (+155% YoY) EBITDA: [-----] Cr (+186% YoY); EBITDA Margin: 19.5% PAT: [----] Cr (+207% YoY) Execution: [---] MWp of solar EPC projects completed Order Book: [----] GWp; [---] Cr inflow in Q1 πΉ Industry Tailwinds India crossed 50% power capacity from non-fossil fuels Solar installs in H1 [----] up 52% YoY Strong policy push: PM Surya Ghar Solar Parks PM Kusum Energy storage demand to rise to [---] GWh by [----] πΉ Business Model & Strength Pure-play EPC player (turnkey + BoS models) Strong execution with large projects (up to [--] GW) Order pipeline of 25" [X Link](https://x.com/anyuser/status/1949693210118201532) 2025-07-28T04:47Z [----] followers, [----] engagements "Few stocks trading below Book Value - ONGC PTC INDIA MAITHAN ALLOY DALMIA BHARAT SUGAR HIMATSING SEIDE LIC HOUSING JIC HOUSING CANARA BANK UNION BANK SOUTH INDIAN KARNATAKA BANK BANK OF BARODA BANK IF INDIA GSFC INDIA MOTOR PART JAIN IRRIGATION No recommendation to buy/sell/hold . @SumitResearch #stockmarketsindia #StocksMarket #bookvalue" [X Link](https://x.com/anyuser/status/1949760626626060610) 2025-07-28T09:15Z [----] followers, [----] engagements "India IT/Tech 5Y CAGR TCS Revenue: 10% PAT: 8% Stock: 7% Infosys Revenue: 12% PAT: 10% Stock: 10% HCL Tech Revenue: 11% PAT: 10% Stock: 17% Wipro Revenue: 8% PAT: 6% Stock: 13% LTIMindtree Revenue: 28% PAT: 25% Stock: 16% - USA Tech 5Y CAGR NVIDIA Revenue: 64% PAT: 90% Stock: 73% Microsoft Revenue: 14% PAT: 18% Stock: 24% Apple Revenue: 9% PAT: 15% Stock: 16% Amazon Revenue: 18% PAT: 37% Stock: 9% Google (Alphabet) Revenue: 17% PAT: 26% Stock: 26%" [X Link](https://x.com/anyuser/status/1949797002771873963) 2025-07-28T11:40Z [----] followers, [----] engagements "India Defence 3Y CAGR Mazagon Dock Revenue: 26% PAT: 57% Stock: 172% Cochin Shipyard Revenue: 12% PAT: 13% Stock: 119% Garden Reach Revenue: 42% PAT: 43% Stock: 113% BEL Revenue: 16% PAT: 31% Stock: 62% HAL Revenue: 8% PAT: 18% Stock: 64% Bharat Dynamics Revenue: 6% PAT: 2% Stock: 59% @SumitResearch #DefenceStocks #HAL #BEL #MazagonDock #CochinShipyard #GRSE #BDL #StockMarketIndia #AtmanirbharBharat" [X Link](https://x.com/anyuser/status/1950064848651403446) 2025-07-29T05:24Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Dixitagg DIXIT AGGARWALDIXIT AGGARWAL posts on X about pat, strong, india, growth the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance countries stocks #5222 technology brands automotive brands currencies cryptocurrencies exchanges travel destinations luxury brands
Social topic influence pat, strong, india, growth, business #4249, debt, mix, key, guidance, core #1919
Top accounts mentioned or mentioned by @sumitresearch @amitisinvesting @grok @soicfinance @adanionline @dmuthuk @gurgavin @bmtheequitydesk @pulkita30298377 @nidrockz @infosys @vismaya9999 @cryptifiedsoul @starhealthins @microcp2mltibgr @manishina @insolationenrgy @sectorres0123 @arifmonline @electrified2000
Top assets mentioned Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) UnitedHealth Group (UNH)
Top posts by engagements in the last [--] hours
"@Micro2Macr0 Really appreciate your stuff . Pls pick one out of SOFI and SNOWFLAKE for long term Would be glad to know your insights "
X Link 2023-08-30T18:53Z [--] followers, [---] engagements
"@IPOACADEMY01 @Vismaya9999 Learn to give credits to original content creator . Thanx @soicfinance for the comparison "
X Link 2023-11-30T19:28Z [--] followers, [--] engagements
"@MortensenBach Which shares will be benefited after the etf"
X Link 2024-01-06T20:32Z [--] followers, [---] engagements
"@amitisinvesting Clsk and Tesla"
X Link 2024-01-12T16:28Z [--] followers, [---] engagements
"@gurgavin Jai shri Ram"
X Link 2024-01-23T03:05Z [--] followers, [--] engagements
"@Invest2Compound If I apply in HNI for minimum of approx [--] lacs odd Rs from [--] account ie total [--] lac odd Rs and from one HNI account [--] lac odd Rs shares instead of [--] account is their any difference in probability of allotment"
X Link 2024-02-01T07:41Z [--] followers, [---] engagements
"@SumitResearch Yes sir 36% down in last [--] days where as many prominent Twitter handles are posting 40% down in last [--] days . Basic maths π"
X Link 2024-02-02T06:29Z [--] followers, [----] engagements
"@Vismaya9999 Pls give credits where it due . Thanx to @SumitResearch for the orignal content"
X Link 2024-02-07T11:14Z [--] followers, [--] engagements
"@vikashnitjsr @BMTheEquityDesk Thanx to @BMTheEquityDesk for making me understand to invest in US stocks for AI theme . Where my holdings have 2x-3x now π"
X Link 2024-02-23T08:36Z [--] followers, [---] engagements
"@StocksTreasures Thanx for the entertainment"
X Link 2024-02-29T13:55Z [--] followers, [----] engagements
"@seancbuckley @CleanSpark_Inc Is it good time to buy clsk"
X Link 2024-02-29T15:03Z [--] followers, [--] engagements
"@amitisinvesting Which app to use to track Pre Market prices in an iPhone"
X Link 2024-03-04T03:56Z [--] followers, [---] engagements
"@Electrified2000 Best time for Botcoin mining companies . #CLSK"
X Link 2024-03-04T10:02Z [--] followers, [--] engagements
"@Rahul_19791 @BMTheEquityDesk @BMTheEquityDesk - the best part learned from the book is - most of the Bull market leaders will fall 60-70% from the top when the cycle finishing "
X Link 2024-03-08T09:51Z [--] followers, [--] engagements
"@soicfinance Best tailwind sector"
X Link 2024-03-08T10:55Z [--] followers, [---] engagements
"@LearningEleven How about Venus pipe and yasho industry"
X Link 2024-03-11T20:09Z [--] followers, [---] engagements
"@soicfinance Bhai ye speech mae jo b stocks h woe btao πππ"
X Link 2024-03-17T14:56Z [--] followers, [----] engagements
"@pankajladha_ This impact is of FSD positive feedback and recent rate hikes on Tesla cars"
X Link 2024-03-18T20:17Z [--] followers, [---] engagements
"@ipo_agarwal 331"
X Link 2024-03-23T08:09Z [--] followers, [---] engagements
"@ishmohit1 What would you say for companies that are consistent from last 10-15 years and the charts are always in uptrend barring corrections . When to sell such stocks . Just for example VBL HDFC BANK"
X Link 2024-04-17T13:39Z [--] followers, [---] engagements
"@connectgurmeet But HDFC BANK ka kya kreee π
"
X Link 2024-04-20T19:14Z [--] followers, [---] engagements
"@Cryptified_Soul No but I am waiting for [--] digit π€£"
X Link 2024-05-18T16:32Z [--] followers, [--] engagements
"@Cryptified_Soul Yes mam for sure I am all in TESLA . YOY QOQ sab dekh lengee"
X Link 2024-05-18T16:38Z [--] followers, [--] engagements
"@soicfinance can you kindly repost your tweet which you made for IPL which team are you cheering for sort types"
X Link 2024-05-18T19:06Z [--] followers, [--] engagements
"@CHARTISKING ELECTION 2024 During April - May voting period Low voters turnout silent voter this time . Tough for BJP After Exit polls. Polls are wrong . All are paid agencies conducting exit polls. After 4th June election results. EVMs were hacked ππ Aygaa toh MODI hiπ"
X Link 2024-06-01T17:13Z [--] followers, [--] engagements
"@GoldenEye_6 ELECTION 2024 During April - May voting period Low voters turnout silent voter this time . Tough for BJP After Exit polls. Polls are wrong . All are paid agencies conducting exit polls. After 4th June election results. EVMs were hacked ππ Aygaa toh MODI hiπ"
X Link 2024-06-01T17:18Z [--] followers, [--] engagements
"@Cryptified_Soul Celsius holding looks interesting"
X Link 2024-06-10T19:37Z [---] followers, [---] engagements
"@PicturesFoIder It is a merchant ship not a crusie ship Lmao"
X Link 2024-06-11T18:54Z [---] followers, [--] engagements
"@rohits_bn How about Sanghvi movers"
X Link 2024-06-15T19:15Z [--] followers, [---] engagements
"@aditya942000 [------] lac shares were also sold out by promoters"
X Link 2024-06-21T18:34Z [---] followers, [---] engagements
"@EquityInsightss Annuity portfolio means"
X Link 2024-06-29T12:14Z [---] followers, [---] engagements
"@Electrified2000 More interested in bitcoin mining companies #CLSK"
X Link 2024-07-04T13:58Z [---] followers, [--] engagements
"@amitisinvesting What about Celsius holding results"
X Link 2024-08-05T20:50Z [---] followers, [---] engagements
"@ManishK46113331 Just running because of reliance acquisition"
X Link 2024-08-23T10:37Z [---] followers, [---] engagements
"@ManishK46113331 NVIDIA 2Q ADJ EPS 68C *NVIDIA 2Q REV. $30.0B EST. $28.86B *NVIDIA 2Q DATA CENTER REVENUE $26.3B EST. $25.08B"
X Link 2024-08-28T20:23Z [---] followers, [---] engagements
"@gurgavin no post on $ALIBABA today π€£π€£"
X Link 2024-10-08T19:23Z [---] followers, [--] engagements
"@CNBC_Awaaz @AnkurSh03218510 @_anujsinghal Jim Cramer of INDIAN MARKETS π€£ Lets open an Inverse Anuj index"
X Link 2024-11-28T12:57Z [---] followers, [---] engagements
"@PulkitA30298377 Han Dekha h tumhara investment ka level 300$ ka Tesla invested πππ"
X Link 2024-12-12T06:02Z [--] followers, [--] engagements
"@Dr__Meenakshi Rahul Gandhi"
X Link 2024-12-14T15:19Z [--] followers, [--] engagements
"@BMTheEquityDesk Lekin no one replies on WhatsApp or gmail queries on global newsletter of yours "
X Link 2024-12-18T12:42Z [---] followers, [----] engagements
"@Chart_Wallah108 Do check Singapore court cases that are pending "
X Link 2024-12-19T18:01Z [---] followers, [----] engagements
"@PulkitA30298377 Promoter buying aggressively Recent acquisition of kurlon Can be good for future"
X Link 2024-12-25T16:48Z [---] followers, [--] engagements
"@petthersonsanta One of the best stocks . I like it too $TSLA"
X Link 2025-01-05T20:19Z [--] followers, [--] engagements
"@PulkitA30298377 Acha bhaav or achi khabar ek saath nhi atae"
X Link 2025-01-06T04:20Z [--] followers, [--] engagements
"EVENTS LINED UP FOR NEXT [--] MONTH- [--]. HMPV VIRUS OUTBREAK [--]. TRUMP COMES TO POWER ON 20JAN [--]. Q3 SEASON RESULT [--]. BUDGET DAY Take it as opportunity where growth is visible and valuations are supportive #stockmarketcrash #StockMarket #NSE #bse"
X Link 2025-01-06T06:42Z [--] followers, [---] engagements
"TCS RESULTS Revenue comes in at [-----] crore net profit up 4% to [-----] crore EBIT margin at 24.5% vs 24.1% (QoQ) #Q3Results #Q3Earnings #QuarterlyEarnings #TCSQ3"
X Link 2025-01-09T11:01Z [--] followers, [---] engagements
"@A_K_Mandhan Tesla"
X Link 2025-01-18T17:48Z [--] followers, [---] engagements
"@PulkitA30298377 Ye lijiye . Invested in US from [----]. 40% US . 60% INDIA "
X Link 2025-01-24T19:01Z [---] followers, [---] engagements
"@VGVarun @nid_rockz Bhai kisi ko kuch nhi pata hota ki peak h ya nhi. Company Profits are growing decently stock gas corrected . Be in it "
X Link 2025-02-06T10:51Z [---] followers, [---] engagements
"@ThetaVegaCap Have stock portfolio of X Cr. Mutual fund folio is [--]. Will society accept me"
X Link 2025-02-07T16:02Z [---] followers, [---] engagements
"Interesting to note Mr Saren of ICICI PRU fund manager said its overvaluation in Smallcaps go and sell . And look below ICICI PRU is the only MF which has the maximum exposure in Smallcaps with 24.2% π€£ #smallcap #stockmarketcrash #icici #mutualfunds #StockMarket"
X Link 2025-02-12T12:01Z [---] followers, [---] engagements
"@Vismaya9999 Celsius holding"
X Link 2025-03-22T19:30Z [---] followers, [---] engagements
"PHARMA API/CDMO ARE UNDER SELLING PRESSUREHOSPITAL AND SELECT DIAGNOSTIC STOCKS ARE SEEING SMART BUYING THIS IS HOW A SECTOR SHIFTS IN ITS SUB SECTOR CATEGORY"
X Link 2025-04-04T07:12Z [---] followers, [--] engagements
"@nid_rockz Look at the exceptional item"
X Link 2025-04-27T08:29Z [---] followers, [---] engagements
"World biggest Health Insurance Co. down by 60% from ATH for all wrong reasons . ATH: 630$ CMP:250$ Just saying #UnitedHealth #UNH #NASDAQ"
X Link 2025-05-15T17:22Z [---] followers, [---] engagements
"Few Co. which posted good Q4- Privi chem SJS enterprise Aarti Pharma Dynamic cable KP group Arvind Ltd Godrej industries Mayur Uniquoters Shriram pistons Vishnu chemical Force motors CCL products Check valuations / no Recommendations #StocksToWatch #bse #nseindia"
X Link 2025-05-15T17:37Z [---] followers, [---] engagements
"Total of five $UNH insiders bought around $31.6 million worth of shares. Guess there is no fraud. cant wait till monday to see if there will be new insiders buying and how will stock price react. $UNH stock closed on friday +6.4% up. #UnitedHealthCare #DowJones #SNP500 World biggest Health Insurance Co. down by 60% from ATH for all wrong reasons . ATH: 630$ CMP:250$ Just saying #UnitedHealth #UNH #NASDAQ https://t.co/O3a21h0nm7 World biggest Health Insurance Co. down by 60% from ATH for all wrong reasons . ATH: 630$ CMP:250$ Just saying #UnitedHealth #UNH #NASDAQ https://t.co/O3a21h0nm7"
X Link 2025-05-17T04:43Z [---] followers, [---] engagements
"This is interesting: Stephen Hemsley the new CEO of UnitedHealth $UNH bought $25 million worth of the stock on Friday. He is the latest of multiple insiders to begin buying shares amid the historic decline. What does it tell you if insiders are buying here"
X Link 2025-05-17T18:54Z [---] followers, [---] engagements
"Revenue Decline: Despite higher volumes revenue dipped due to a correction in raw material prices a positive margin tailwind going forward. Margin Outlook: Targeting 1213% EBITDA margins indicating a stable and profitable growth trajectory"
X Link 2025-05-18T18:09Z [---] followers, [---] engagements
"Revenue Guidance: Aiming for 1015% YoY revenue growth driven by organic demand and brand strength. Kurlon Acquisition: Fully completed; full financial impact and synergies to reflect from FY26 onwards"
X Link 2025-05-18T18:10Z [---] followers, [--] engagements
"Agro & New Ventures Avocado: First crop by end-2025 Sugar (Zambia): FY28 target Ivory Coast & Lithium: Early-stage; contingent on resource viability Financials & Outlook Strong Other Income: Rs. [---] Cr (incl. Rs. [---] Cr dividend)"
X Link 2025-05-22T05:41Z [----] followers, [---] engagements
"Capex: Rs. [----] Cr in FY25 (only Rs. [---] Cr in CWIP) Maintenance Capex: $25M/year Peak Debt: $250300M Earnings Drivers Stable power cash flows Margin uplift in alloys Agro optionality Near-term watch: Maamba receivables project ex"
X Link 2025-05-22T05:41Z [----] followers, [---] engagements
"CON CALL [--] CEAT Financials: Record revenue of INR [-----] Cr (+11% YoY). FY25 PAT at INR [-----] Cr (vs [-----] Cr YoY). EPS: INR 116.84; Dividend: INR 30/share. Key Segments: Strong growth in 2W and TBR; OEM rebound in Q4. Export growth solid YoY but Q4 saw pressure. OHT aftermarket steady; OEM demand weak (esp. Europe). Margins & Costs: Gross margin: 37.5%; aim to return to 40%+. RM costs stable; pricing to remain disciplined. INR [---] Cr saved via cost initiatives. Camso Acquisition: Integration from Q2FY26; US tariffs (44%) a key risk. Growth focus on ramping capacity from 50% to 80%+. Outlook:"
X Link 2025-05-28T05:46Z [---] followers, [---] engagements
"@abhishekcjain What about Sheela foam"
X Link 2025-05-29T17:44Z [---] followers, [----] engagements
"CON CALL ACTION CONSTRUCTION FY25 Revenue: [----] Cr (+14.5% YoY) PAT: [---] Cr (+23%) EBITDA Margin: 17.5% Q4FY25: [---] Cr revenue 17.7% EBITDA margin Revenue Mix: Mfg/Logistics 45% Infra 35% Real Estate 1213% Agri 78% FY26 Guidance: Revenue growth: 1415% (cut from 20%+) margins stable at 1718% H1 weak due to emission norm shift & pre-buying; H2 recovery expected FY23FY26 revenue doubling now seen by FY27 Exports & Defense: FY26 share: 910% of revenue; [---] Cr defense order over [--] yrs JV with Kato (Japan): Starts Q3FY26; [---] Cr revenue expected in FY26 Headwinds: Q1 demand sluggish Chinese dumping"
X Link 2025-06-08T07:57Z [---] followers, [---] engagements
"CON CALL ROLEX RINGS Revenue [---] Cr (+9% QoQ -10% YoY) PAT [--] Cr (vs [--] Cr QoQ) Auto components now 55% of mix overtaking bearings Segment Trends Bearings (Exports) down 40% YoY; recovery seen from Q2/Q3 FY26 Auto Components strong growth new orders domestic pickup EV/Hybrid muted; infra issues persist but co. is EV-ready Industrial weak (esp. Europe) no demand revival yet Outlook FY26 Growth: Revenue +15% margins 23.524% Order book: [---] Cr to start from Q2 FY26 Capex: [----] Cr (FY26) focused on value-add solar plant commissioned #stockmarketsindia #StockToWatch"
X Link 2025-06-09T05:31Z [---] followers, [---] engagements
"CON CALL ASK AUTOMOTIVE Revenue up 20.2% YoY; EBITDA up 42.7% YoY; PAT up 42.5% YoY EBITDA margin at 12.3% (+193 bps); EPS at [----] ROACE: 27.7% ROAE: 26.5%; Debt/EBITDA improved to 0.83x Dividend: 75% (1.5/share); CRISIL upgraded to AA Segmental Trends Aluminum Lightweighting grew 28% Braking Systems up 16% Wheel Assembly exit to cut 300cr FY26 rev but improve margins by [--] bps FY26 Outlook Targeting 14% EBITDA margin mid-teen revenue growth 450cr CAPEX planned; alloy wheel ramp-up in H2 Strong JV pipeline (LIOHO AISIN Kyushu Yanagawa) EV content per vehicle rising; 80% share in EV 2W"
X Link 2025-06-22T05:54Z [---] followers, [---] engagements
"CONCALL CDSL Strong Financials: FY25 consolidated revenue at [----] Cr (+32% YoY) PAT at [---] Cr (+25%). Key Updates: π§ Tech Spend: Multi-fold rise; now at FY23 full-year levels. Focus on infra security and tools. π KYC/KRA (CVL): Under regulatory flux; account openings fetch records declined. π§Ύ Issuer Services: Folios billed up to [-----] Cr; unlisted issuer revenue at [--] Cr. π‘ Insurance Repository: LIC onboarded; low revenue currently building infra & portal. Strategic & Market Position: 79% share in demat accounts. Ongoing tech investments; margin impact from rising costs. Risks: KYC"
X Link 2025-06-24T04:50Z [---] followers, [---] engagements
"CON CALL BSE Revenue: [----] Cr (103% YoY) best ever. Net Profit: [----] Cr (70% YoY); EBITDA margin at 54%. Transaction Charges: [----] Cr (186% YoY); major growth driver. Investment Income: [----] Cr; margins rose to 51%. πΉ Business Updates IPOs: [----] lakh Cr via [--] listings; strong primary market. Derivatives: Record index options volume; infra ramp-up to [---] racks. Mutual Funds: [--] Cr transactions (61%); revenue up 80%. Subsidiaries: Full control of Asia Index; exited BSE Institute. πΉ Key Focus Infra co-location clearing corp strength and broker onboarding. Regulatory transitions and SGF"
X Link 2025-06-26T04:41Z [---] followers, [---] engagements
"CON CALL YES BANK Net Profit: [----] Cr (+92% YoY) best since FY20. ROA: 0.6% (Q4 exit: 0.7%); target 1% by FY27. NIM: Flat at 2.4%; Q4 improved to 2.5%. PPOP: [----] Cr (+26% YoY); PPOP/ATA at 1.0%. Asset Quality & Recovery Gross/Net NPA: 1.6% / 0.3% best levels post-2020. PCR: 79.7% (87.6% incl. write-offs). Slippages: 2.1%; Recoveries: [----] Cr (beat guidance). Restructured Book: Down to [---] Cr from [----] Cr. Growth Metrics Loan Book: [----] lakh Cr; growth guidance: 1215%. CASA Ratio: 34.3% (vs 30.9% YoY). CD Ratio: 86.5%; LCR: 125%. RIDF Balances: Cut to 8.7%; target 5% by FY27. Outlook NIM"
X Link 2025-06-29T06:07Z [---] followers, [---] engagements
"Who earned how much dividend in FY25 Shiv Nadar HCL Tech: [----] crore Anil Agarwal Vedanta: [----] crore Azim Premji Wipro: [----] crore Mukesh Ambani RIL: [----] crore Aster DM Healthcare promoters: [----] crore Sunil Mittal Airtel: [----] crore Infosys promoters: [----] crore Dilip Shanghvi Sun Pharma: [----] crore Bajaj Auto promoters: [----] crore Gautam Adani Adani Group: [----] crore #StockMarketUpdate #StocksInFocus"
X Link 2025-07-17T08:17Z [---] followers, [---] engagements
"@gurgavin Love story of $SNAP AND $TSLA"
X Link 2025-07-17T15:55Z [---] followers, [---] engagements
"@amitisinvesting Thanx for your kind reply . π€π€"
X Link 2025-07-20T16:56Z [---] followers, [----] engagements
"@amitisinvesting How about BITMINE AND SHARPLINK"
X Link 2025-07-20T16:57Z [---] followers, [---] engagements
"@Oscarlfg @amitisinvesting $BMNR VS $SBET"
X Link 2025-07-20T17:20Z [---] followers, [---] engagements
"@sahilbhadviya Same story was in Zomato 2023"
X Link 2025-07-23T06:11Z [---] followers, [---] engagements
"GOOGLE HAD CONSECUTIVE [--] GREEN DAYS FOR THE FIRST TIME IN LAST [--] YEARS. #google $GOOG #USStockMarket"
X Link 2025-07-23T09:49Z [---] followers, [---] engagements
"GOOGLE EARNINGS JUST CAME OUT - GOOGLE SALES $96.43B EST. $93.94B - GOOGLE EPS $2.31 EST. $2.16 GOOGLE $GOOGL $GOOG DOWN 3% AFTER-HOURS"
X Link 2025-07-23T20:07Z [---] followers, [---] engagements
"INDIA VS USA IT/TECH India IT/Tech 5Y CAGR TCS Revenue: 10% PAT: 8% Stock: 7% Infosys Revenue: 12% PAT: 10% Stock: 10% HCL Tech Revenue: 11% PAT: 10% Stock: 17% Wipro Revenue: 8% PAT: 6% Stock: 13% LTIMindtree Revenue: 28% PAT: 25% Stock: 16% - USA Tech 5Y CAGR NVIDIA Revenue: 64% PAT: 90% Stock: 73% Microsoft Revenue: 14% PAT: 18% Stock: 24% Apple Revenue: 9% PAT: 15% Stock: 16% Amazon Revenue: 18% PAT: 37% Stock: 9% Google (Alphabet) Revenue: 17% PAT: 26% Stock: 26% #stockmarketsindia #nasdaq $NVD $GOOG $TSLA"
X Link 2025-07-28T11:43Z [----] followers, [----] engagements
"@sachinvats Grab looks good . So do ASML "
X Link 2025-08-01T21:21Z [----] followers, [---] engagements
"@amitisinvesting Is it good buy on CORNING $GLW"
X Link 2025-08-06T21:19Z [----] followers, [---] engagements
"( ) Vedanta :8% Coal India :7% NMDC:7% Hindustan Zinc :7% ONGC:6% National Aluminium:5% REC/PFC:5% High dividend slow growth @SumitResearch #DividendStocks #DividendYield #Stockalert"
X Link 2025-08-22T06:02Z [----] followers, [----] engagements
"@NassaHimanshu @SumitResearch @StarHealthIns @moayush @IRDA_OFICIAL This is their blunt auto reply of all claims raised till now with all documents required "
X Link 2025-08-28T13:42Z [----] followers, [----] engagements
"@Vikspeaks1 Pak PM - papa (to MODI) Muje be uncle se milna h"
X Link 2025-09-01T04:25Z [----] followers, [--] engagements
"Subros Q1 FY26 Highlights Revenue Mix: PV INR [---] cr (core) ECM [---] cr Truck [--] cr Bus [--] cr Railways [--] cr. Market Share: PV AC 42% Truck AC 44% Bus AC 16%. Growth Drivers Truck AC Mandate: Full impact from Q2; FY26 truck revenue guided at INR [------] cr (vs [---] cr FY25). EV Momentum: 20% of sales; higher content/vehicle vs ICE (EV compressor 34x ICE). Maruti & Mahindra EV SOPs ramping. Kharkhoda Plant: Capacity 0.5m (scalable to 1m) operational Q1 FY27. Other Segments Buses: FY26 to cross INR [--] cr; EV bus tenders in pipeline. Railways: INR [----] cr tender wraps in Q2; [--] more large tenders"
X Link 2025-09-17T10:43Z [----] followers, [----] engagements
"GST Reform Impact HAPL (Short Summary) Category Impact: Milk & Curd: No GST change neutral. Ice Cream: 18% 5% GST 89% price cut big demand boost. Paneer: GST removed but ITC loss slight cost uptick consumer still benefits. Butter/SMP: GST burden down sharply supply chain relief. Management Stance: Benefits split 50% farmer / 50% consumer no margin windfall. Growth Outlook: Targets 20% topline growth (vs 1213% CAGR). Drivers = ice cream demand rural income boost Maharashtra & Telangana ramp. Margins: Neutral to slightly negative near term (Paneer ITC) long-term supported by volume leverage."
X Link 2025-09-18T08:04Z [----] followers, [----] engagements
"@stockifiabhijit You ran out of money maybe [--] times in your lifetime still Zomato managed to get the on NIFTY 50"
X Link 2025-09-19T05:50Z [----] followers, [---] engagements
"1. Granules 77% 2.eClerx 76% 3.Natco Pharma 70% 4.Avanti Feeds 69% 5.Syngene 65% 6.Neuland Lab 54% 7.Gland Pharma 53% 8.Marksans Pharma 52% 9.Dr Reddy 50% 10.Zydu Life Science 45% 11.Aurobindo Pharma 45% 12.Bharat Forge 44% 13.Biocon 44% 14.Trident 39% Food 38% @SumitResearch #h1bvisa #h1bnews #indiaustradedeal #VisaFee #ImmigrationPolicy #USImmigration #TechWorkers #VisaReform #VisaUpdate #PolicyChange http://15.LT http://15.LT"
X Link 2025-09-20T08:06Z [----] followers, [---] engagements
"@mymutualfundsip Personally using IND MONEY and for BTC many holding Companies are available as proxies "
X Link 2025-10-02T19:16Z [----] followers, [--] engagements
"@microcp2mltibgr Bharti airtel block"
X Link 2025-02-18T13:50Z [---] followers, [---] engagements
"US: $895968B (3.4%) China: $246249B (1.5%) Russia: $145183B (6.38%) Germany: $88109B (2.1%) India: $7486B (2.4%) Saudi: $7480B (6.7%) UK: $7182B (2.3%) France: $5564B (2.1%) Japan: $5557B (1.1%) Ukraine: $65B (31%) Israel: $2933B (9%) Australia: $3436B (2.0%) Country :Billion dollars(B)(%GDP) US leads in $ Ukraine leads in %GDP. @SumitResearch #DefenseBudget #Geopolitics #WarEconomy #MilitarySpending"
X Link 2025-08-04T04:36Z [----] followers, [----] engagements
"@king_jong_un_nk @AskPerplexity @grok Thank you @grok"
X Link 2025-10-05T11:55Z [----] followers, [--] engagements
"AXIS BANK Q2 FY26 REVIEW π¦ Core business remains solid despite a one-off hit. β
Loan book up 11.7% YoY β
GNPA to 1.46% NNPA to 0.44% β PAT down 26.4% YoY due to 1231cr one-time RBI provision πͺ CAR: 16.55% Margins still under pressure #AxisBank #Banking #Earnings #NIM #Results #IndianMarkets"
X Link 2025-10-15T10:20Z [----] followers, [----] engagements
"Had the privilege to meet Ashok Mehta (Emmforce-Emmbros) Sir CMD of EmmForce Autotech in Chandigarh. Had an insightful discussion on the auto ancillary industry especially the axle market which often flies under the radar despite being vital to the vehicle value chain. The biggest takeaway dont dig wide dig deep. With global volatility driven by Trumps tariff stance and supply-chain shifts select Indian manufacturers are quietly gaining ground. Among them EmmForce stands out a rising leader in precision axle components. Its engineering strength rising exports and operational discipline make"
X Link 2025-10-21T08:11Z [----] followers, [---] engagements
"@AimInvestments Tesla "
X Link 2025-10-26T04:59Z [----] followers, [---] engagements
"UNH HAS REPORTED ITS Q3 EARNINGS π₯π₯ STOCK has moved from 250$ to 380$ Levels Revenue was 113.161B vs exp 113.06B. β
EPS was [----] vs exp [----]. β
Third Quarter [----] Key Performance Metrics Consolidated revenues of $113.2 billion up 12% year-over-year.β
Earnings from operations were $4.3 billion; net margin of 2.1%. Medical care ratio (MCR) of 89.9% was in line with expectations outlined in the second quarter [----]. β
Operating cost ratio of 13.5% reflecting investments to support future growth.β
UnitedHealthcare revenues grew 16% year-over-year to $87.1 billion driven by growth in Medicare &"
X Link 2025-10-28T10:45Z [----] followers, [---] engagements
"Recently met MD Rajesh Kabra ji of Raghav Productivity Enchancers Ltd at Jaipur . After interacting with the management its clear that the company is driven by a strong vision and deep domain expertise. The leadership comes across as highly passionate transparent and focused on sustainable growth. Their emphasis on innovation operational efficiency and long-term value creation reflects a mature understanding of both business fundamentals and market dynamics. Raghav Productivity Enhancers is well-positioned to capitalize on upcoming opportunities backed by a capable team and a clear strategic"
X Link 2025-11-01T07:05Z [----] followers, [---] engagements
"- SUBSCRIPTION:7.8x LISTING PRICE: [---] ALL TIME LOW:3.5 FALL FROM LISTING PRICE:-98% SUBSCRIPTION:1.9x LISTING PRICE: [----] ALL TIME LOW:310 FALL FROM LISTING PRICE:-84% SUBSCRIPTION :57x LISTING PRICE:510 ALL TIME LOW: FALL FROM LISTING PRICE:-80% SUBSCRIPTION:38x LISTING PRICE: [---] ALL TIME LOW:40 FALL FROM LISTING PRICE:-66% SUBSCRIPTION:3x LISTING PRICE:360 ALL TIME LOW:123 FALL FROM LISTING PRICE:-65% SUBSCRIPTION:52x LISTING PRICE: [---] ALL TIME LOW:105 FALL FROM LISTING PRICE:-63% SUBSCRIPTION:12.2x LISTING PRICE: [---] ALL TIME LOW:286 FALL FROM LISTING PRICE:-55% SUBSCRIPTION:4.2x"
X Link 2025-11-03T03:52Z [----] followers, 20.4K engagements
"Performance & Margins Revenue [-----] cr (+12.5% YoY); EBITDA [----] cr (20%); PAT [----] cr (8.8%). Margin drag fully attributable to Raipur losses (3 cr in Q2; [---] cr in H1; FY26 loss [--] cr). Consolidated occupancy 44.7% due to Raipur; mature units steady: Dum Dum 69% Salt Lake 64% Agartala 54% Howrah 45%. ARPOB 38376; ALOS [----] days; 92% cash/insurance. Raipur Update Occupancy 12%; ARPOB [-----]. Monthly lease [--] lakh (via D&A/interest). Breakeven in [----] months at 25% occupancy; FY27 margin 810% at 35%. Operational Highlights Salt Lake robotic program [---] surgeries. Agartala scaling oncology (700"
X Link 2025-11-14T04:46Z [----] followers, [----] engagements
"Financials: Revenue: [---] cr (+18% YoY) EBITDA: [----] cr (+34% YoY); margin 20.3% PAT: [----] cr (+62% YoY) H1 Revenue [---] cr; PAT [--] cr Segments: Quartz Sinks: IKEA (70% non-U.S. biz) + Lowes scaling; 197k units 88% utilization +100k capacity by Dec25; tariff impact limited to 1213% of revenue Stainless Steel Sinks: 95% utilization; expanding to 250k by Q4 FY26 then 400k in FY27 Appliances: +30% revenue YoY; 150k unit capacity by Q2 FY27 (25 cr capex) Faucets: Ramp-up to 100k p.a. next year; export-ready stainless steel focus Outlook: Revenue growth 15% CAGR margins 1820% Execution on capex +"
X Link 2025-11-18T11:25Z [----] followers, [----] engagements
"H1 FY26 Volumes: [---] lakh tons (+1.7% YoY) Revenue: [----] cr (+4.9% YoY) EBITDA/t: [----] (flat YoY) PAT: [--] cr vs [--] cr Balance Sheet: D/E at 0.21x (higher due to [--] plants coming online). Debt to normalize as production ramps. Operations & Mix Realizations up 20% YoY driven by exports and value-added products (VAP). VAP mix: 37% 4142% FY26 4547% FY27. VAP EBITDA/t: 45005000; exports even higher. New SKUs: jumbo sections (300 series). Exports: [--] kt per quarter growing. Solar segment: steady repeat orders. Macro: Safeguard duty (12%) curbing imports; possible hike positive. Primarysecondary"
X Link 2025-11-21T06:45Z [----] followers, [----] engagements
"Financials Q2: Revenue [----] cr (+0.4% QoQ) EBITDA [---] cr (+5%) margin 12% PAT [---] cr (+6%). H1: Revenue [----] cr EBITDA [---] cr PAT [---] cr. Balance sheet: ROCE 14% D/E [----]. Phenolics Strong quarter: Revenue [----] cr EBIT [---] cr (+23%). Record IPA output better spreads due to regional trade disruptions. Expect higher H2 volumes as cooler weather improves plant efficiency. Advanced Intermediates Weak: Revenue [---] cr; EBIT [--] cr. Agrochem demand nearly zero; Chinese dumping pressure. Recovery expected from NovDec; margins to improve once upstream assets go live in Q4 FY26. Capex [----] cr program"
X Link 2025-11-27T08:28Z [----] followers, [----] engagements
"π Big Quarter Bigger Momentum Q2: Revenue +30% EBITDA +27% PAT +29% flawless delivery. H1 ROCE at 16%; FCF 3000+ cr; leverage comfortable at 1.8x. π Market Share Beast Mode Cargo share up to 28.1%; container share hits 45.9% clear dominance. Fitch outlook upgraded to Stable. π Domestic Ports = Cash Machine Record margins 74%+; ROCE 24%. Strong traction in coking coal coastal coal fertilizer & liquid. Mundra back to normal 720k TEUs in October. π International Portfolio Firing Up Record revenue; Colombo crossing 100k TEUs for [--] straight months. Long-term margins marching toward 45%. π"
X Link 2025-11-28T10:34Z [----] followers, [----] engagements
"Hi @screener_in @ayushmitt and team Ive noticed a significant issue in the promoter mapping system on Screener. When two different companies have promoters with the same name (for example ABC as promoter of Company XYZ and another ABC as promoter of Company DEF) clicking on the promoters name incorrectly shows that the same individual holds promoter stakes in both XYZ and DEF. This is factually incorrect as these are different individuals who simply share the same name. This creates misleading promoter ownership data and can lead to wrong analysis for users. Request you to please look into"
X Link 2025-11-28T12:50Z [----] followers, [---] engagements
"@ravimane53 Oct [----] Mohali test match Watched it live in pca stadium"
X Link 2025-11-28T21:57Z [----] followers, [---] engagements
"H1 FY26: Revenue [-----] cr EBITDA [----] cr PBT [----] cr (2281 cr core; rest one-offs) Operating CF stable (7250 cr) Rights Issue (25000 cr): Converts [-----] cr promoter loans to equity Funds airports + select roads/ANIL Big gross debt reduction ahead Capex FY26 (36000 cr): Airports [-----] cr Roads [----] cr Petrochem [----] cr Metals [----] cr ANIL [----] cr Key Segments Airports: 23% passengers; 29% cargo H1 EBITDA [----] cr (+51%); run-rate 1000+ cr/quarter Navi Mumbai Airport starts Q3; Phase-2 capex [-----] cr City-side dev. revenue FY2930 ANIL (Solar/Wind/H2): Solar margins weak due to US tariff"
X Link 2025-11-30T08:19Z [----] followers, [----] engagements
"@SumitResearch P&G Emami Bata Relaxo United breweries Symphony Bajaj electrical"
X Link 2025-12-03T07:15Z [----] followers, [----] engagements
"@Stockgeeks_in That is conversion of warrants at [---] and not open market buying . Dont spread false narratives "
X Link 2025-12-04T17:40Z [----] followers, [--] engagements
". KARACHI [---] : 43% HANG SENG : 40% NIKKEI : 30% NASDAQ : 22% DAX : 19% SSE : 19% FTSE [---] : 18% NIFTY [--] : 9.5% #nasadq #Nifty #nikkei"
X Link 2025-12-05T06:26Z [----] followers, [----] engagements
"@StockSavvyShay @grok give details of major stake holders in space x "
X Link 2025-12-06T11:28Z [----] followers, [---] engagements
"SHRIRAM PISTON Q2FY26 CONCALL H1 FY26: Total income up 14.9% YoY EBITDA up 14.2%; Q2 FY26 income up 15% EBITDA margin 22.4% PAT margin 13.6% Outperformed industry growth (3-4%) significantly despite market challenges and muted domestic demand FOR DETAILS π½ https://sumitresearch.com/shriram-pistons-q2fy26-management-concall-update/ https://sumitresearch.com/shriram-pistons-q2fy26-management-concall-update/"
X Link 2025-12-07T06:07Z [----] followers, [----] engagements
"BAJAJ AUTO Q2 FY26 CON CALL Financials Revenue [-----] cr EBITDA 3000+ cr PAT [----] cr all-time highs. Growth driven 50% by volume 50% by mix/FX. Strong exports margin tailwind (USD 87). Surplus cash 14000+ cr. Demand & GST GST cut + festive boosted motorcycle industry. FOR DETAILS π½ https://sumitresearch.com/bajaj-auto-q2fy26-management-concall-update/ https://sumitresearch.com/bajaj-auto-q2fy26-management-concall-update/"
X Link 2025-12-08T04:11Z [----] followers, [----] engagements
"() : HAL MAZAGON DOCK BEL CDSL KAYNES TECH BHARAT DYNAMICS GRSE IRONY MAXIMUM LEVERAGE POSTION IS IN DEFENCE STOCKS . NO RECOMMENDATION. SOURCE-NSE #marketvolatility #MarketRotation #bse #NSEIndia"
X Link 2025-12-09T06:57Z [----] followers, [----] engagements
"& STRENGTH : BSE Diversified Financials Revenue Growth: 13.75% BSE Auto: 13.30% BSE Private Banks Index: 11.29% BSE Financial Services: 9.45% BSE BANKEX: 9.10% WEAKNESS: BSE Realty: -19.64% BSE Information Technology: -17.52% BSE Power: -16.05% BSE Focused IT: -15.29% BSE Utilities: -14.44% #BSE #StockMarketIndia #StockMarketNews #index"
X Link 2025-12-10T07:59Z [----] followers, [----] engagements
"NARAYANA HRUDAYALAYA Q2 FY26 CON CALL India Hospitals 20% EBITDA growth driven by better case-mix and payor-mix not pricing. Govt share (1820%) keeps ARPP flat. Strong robotic surgery growth; shift to shorter LOS. International patient business being wound down. https://sumitresearch.com/narayana-hrudayalaya-q2fy26-management-concall-update/ https://sumitresearch.com/narayana-hrudayalaya-q2fy26-management-concall-update/"
X Link 2025-12-10T12:47Z [----] followers, [----] engagements
"DEEPAK NITRATE JINDAL STEEL & POWER LTD ANANT RAJ LTD NAVA LTD ECLERX SERVICES LTD KAJARIA CERAMICS ZENSAR TECHNOLOGIES LTD SRM CONTRACTORS LTD MANGAL ELECTRICAL INDUSTRIES ROLEX RINGS RASHI PERIPHERALS LTD ADVENT HOTELS INTERNATIONAL SURYA ROSHNI USHA MARTIN TGV SRAAC LTD UPDATER SERVICES LTD SURAKSHA DIAGNOSTIC LTD GREENPANEL INDUSTRIES ASTRA MICROWAVE PRODUCTS DB CORP #promoter #StockMarketIndia"
X Link 2025-12-11T11:59Z [----] followers, 26.8K engagements
"JK CEMENT Q2FY26 CON CALL [--]. Financials Strong YoY growth but QoQ softer due to maintenance + weaker pricing. H1: Revenue +19% EBITDA +47% margins improved. FOR DETAILS π½ #jk #cement #paint https://sumitresearch.com/jk-cement-q2fy26-management-concall-update/ https://sumitresearch.com/jk-cement-q2fy26-management-concall-update/"
X Link 2025-12-12T07:55Z [----] followers, [----] engagements
"BRITANNIA Q2FY26 CON CALL Q2 performance: Sales +4.1% YoY but profits strong (PAT +23%) as margins expanded sharply GST disruption: Transition in Sept cost 22.5% of topline; true demand growth closer to 66.5% FOR DETAILS π½ #britannia #fmcg #gst #BISCUIT https://sumitresearch.com/britannia-q2fy26-management-concall-update/ https://sumitresearch.com/britannia-q2fy26-management-concall-update/ https://sumitresearch.com/britannia-q2fy26-management-concall-update/ https://sumitresearch.com/britannia-q2fy26-management-concall-update/"
X Link 2025-12-13T07:21Z [----] followers, [----] engagements
"@MichaelAArouet @grok when did bill gates sell"
X Link 2025-12-16T21:15Z [----] followers, [---] engagements
"MAZAGON DOCK SHIPBUILDERS Q2 FY [--] CONCALL Q2 FY26: Revenue [----] cr (+6% YoY) PAT [---] cr (+27%); EPS [----] H1 FY26: Revenue [----] cr (+9% YoY); lower YoY profit due to [----] cr CG/MPV provisions already absorbed Order book: [-----] cr; FY26 revenue guide: [-----] cr; FY27 +5% FOR MORE DETAILS π½ MAZAGON DOCK SHIPBUILDERS Q2 FY [--] CONCALL #Defence #shipbuilding #indiannavyday https://sumitresearch.com/mazagon-dock-shipbuilders-q2fy26-management-concall-update/ https://sumitresearch.com/mazagon-dock-shipbuilders-q2fy26-management-concall-update/"
X Link 2025-12-17T06:24Z [----] followers, [----] engagements
"POLYCAB Q2FY26 CON CALL Strong all-round performance with record profitability and robust execution. πΉ Financial Highlights Revenue: [----] bn (+18% YoY) EBITDA: [---] bn (+62% YoY); Margin: 15.8% (+430 bps YoY) PAT: [---] bn (+56% YoY); Margin: 10.7% (+260 bps YoY) FOR MORE DETAILS π½ @PolycabIndia #polycab #wires #powergrid #cables https://sumitresearch.com/polycab-q2fy26-earnings-concall-update/ https://sumitresearch.com/polycab-q2fy26-earnings-concall-update/"
X Link 2025-12-19T08:17Z [----] followers, [----] engagements
"% FEW PREVIOUS BIGGEST SINGLE DAY GAINS FOR INFOYSYS : MARCH 1999: 16% JAN 2013: 17% JULY 2020: 15% MAY 2025:7.4% GAPUP SEPT 2025:5% OCT 2025:4% @Infosys #infosysadr #adr #AI #infosys"
X Link 2025-12-19T16:00Z [----] followers, [----] engagements
"@pukhraj_lava @SumitResearch @Infosys Short squeeze"
X Link 2025-12-19T16:09Z [----] followers, [---] engagements
"@rsawal6ajat @Infosys Sir it can open theoretically as it is a derivate (FnO) stock "
X Link 2025-12-19T17:39Z [----] followers, [--] engagements
"@rsawal6ajat @Infosys Lol from 20% you came to 40% π€£. FnO stocks dont have circuit breakers in India "
X Link 2025-12-19T18:18Z [----] followers, [--] engagements
"( ) SWAN DEFENCE & HEAVY INDS: [---] COCHIN SHIPYARD: [---] MAZAGON DOCK SHIPBUILDERS: [--] HINDUSTAN SHIPYARDS: [--] SHOFT SHIPYARD: [--] CHOWGULE SBD: [--] L&T SHIPBUILDING: [--] GARDEN REACH SHIPBUILDERS : [--] PRAGA ENGINEERING SHIPYARD: [--] DEMPO SHIPBUILDING & ENGG: [--] SOURCE: PhillipCapital India Research Lok Sabha Document [----] #shipbuildinng #grse #mazagon #cochinshipyard #ships #IndianNavy"
X Link 2025-12-20T04:22Z [----] followers, 16.9K engagements
". 1.ADANI ENTERPRISES 2.ADANI GREEN 3.ADANI ENRGY SOL 4.NETWEB TECH 5.PARAS DEFENCE 6.KAYNES TECH 7.PTC INDS MINDA 9.VARUN BEVERAGE 10.ZEN TECH Profit growth 30% . FCF -ve . Capex heavy business . #AdaniGroup #kaynes #cash #profit @dmuthuk @SumitResearch http://8.UNO http://8.UNO"
X Link 2025-12-21T09:13Z [----] followers, 25.4K engagements
"Hi @soicfinance @ishmohit1 it was great to attend you session yesterday on SPOTTING SECTORS . But I would like to bring to your notice a fact on @EPACKPrefab Promoter buying mentioned by you . Mr Ram Grovher is not a Promoter instead he is Independent director of the company . Him buying from open market should not be accounted as promoter buying Pls find attached pictures for your reference . Cheers and looking forward to your future sessions. Pls make correction for future references"
X Link 2025-12-21T14:48Z [----] followers, 26.2K engagements
"(-:.%) POLYCAB : 3.6% BAJAJ AUTO : 2.4% ULTRA TECH : 0.6% TECH MAHINDRA : -4.4% TATA POWER : -5.1% LIC : -5.5% WIPRO : -13.4% TCS : -21% VARUN BEVERAGE : -23% TRENT : -40% #inr #dollarprice #currency #StockMarket #inrdollar https://twitter.com/i/web/status/2002998633088852330 https://twitter.com/i/web/status/2002998633088852330"
X Link 2025-12-22T07:04Z [----] followers, 10.2K engagements
"@AdeptMarket No adjusting to 6% gains of Friday "
X Link 2025-12-22T18:25Z [----] followers, [---] engagements
"REALLY A BUBBLE π¨RAY DALIO JUST SAID: WERE ALREADY 80% INTO A FULL-BLOWN BUBBLE. THAT LAST 20% IS WHEN PEOPLE LOSE THEIR MINDS π https://t.co/ZMCX6d1yRo π¨RAY DALIO JUST SAID: WERE ALREADY 80% INTO A FULL-BLOWN BUBBLE. THAT LAST 20% IS WHEN PEOPLE LOSE THEIR MINDS π https://t.co/ZMCX6d1yRo"
X Link 2025-12-23T04:48Z [----] followers, [---] engagements
"Financials Q2: Rev 787cr (+11%) GP 195cr (+4%) EBITDA 101cr (4%) PAT 75cr. H1: Rev 1544cr (+11%) EBITDA flat; PAT 175cr (incl. 22cr gain). Utilisation 80%. FOR MORE DETAILS π½ #Auto #gst https://sumitresearch.com/sharda-motor-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/sharda-motor-q2fy26-earnings-management-concall-update/"
X Link 2025-12-23T06:34Z [----] followers, [----] engagements
"U.S.: $68.9T (MAGNIFICENT SEVEN: $20T-22T) CHINA: $12.8T JAPAN: $7.6T INDIA: $5.3T FRANCE: $3.4T UK: $3.4T SAUDI ARABIA: $3.0T CANADA: $2.7T GERMANY: $2.7T TAIWAN: $2.1T SWITZERLAND: $1.9T SOUTH KOREA: $1.9T AUSTRALIA: $1.6T NETHERLANDS: $1.2T #NASDAQ100 #nvidia #ArtificialInteligence #India #China #StockMarketIndia https://twitter.com/i/web/status/2003427469714461081 https://twitter.com/i/web/status/2003427469714461081"
X Link 2025-12-23T11:28Z [----] followers, [----] engagements
"Q2FY26 Q2 revenue: [---] cr; PAT margin: 12%. H1 earnings: +21% YoY. Mix: Domestic:International 70:30; Industrial 15% Aftermarket 12%. FOR MORE DETAILD π½ #bearing #capitalgood https://sumitresearch.com/nrb-bearing-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/nrb-bearing-q2fy26-earnings-management-concall-update/"
X Link 2025-12-24T12:07Z [----] followers, [----] engagements
"Financials: Q2 FY26: Revenue [---] cr (flat) EBITDA [--] cr (13.8% margin) PAT [--] cr (down due to tax one-off) H1 FY26: Revenue [---] cr (+2.2% YoY) EBITDA [---] cr PAT [---] cr FOR MORE DETAILS π½ #cera #tiles https://sumitresearch.com/cera-sanitaryware-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/cera-sanitaryware-q2fy26-earnings-management-concall-update/"
X Link 2025-12-27T09:55Z [----] followers, [----] engagements
": 1.RVNL : 24.5% 2.IRFC : 20.3% 3.JUPITER WAGONS : 11.5% 4.TEXMACO RAIL : 10.8% 5.IRCON : 9.5% 6.RITES : 8.9% 7.IRCTC : 8.2% 8.RAILTEL : 7.1% 9.BEML : 4.5% 10.TITAGARH RAIL SYSTEMS : 3.5% No Buy/Sell Recommendation. #railways #kavach #IRCTC #IndianRailways #wagon #railtel #IRFC https://twitter.com/i/web/status/2004905090222883094 https://twitter.com/i/web/status/2004905090222883094"
X Link 2025-12-27T13:19Z [----] followers, 27.3K engagements
"2 Financials: Revenue: [---] cr (+18% YoY) EBITDA: [----] cr (+34% YoY); margin 20.3% PAT: [----] cr (+62% YoY) H1 Revenue [---] cr; PAT [--] cr FOR MORE DETAILS π½ https://sumitresearch.com/carysil-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/carysil-q2fy26-earnings-management-concall-update/"
X Link 2025-12-28T05:45Z [----] followers, [----] engagements
"Revenue growth :5 Year CAGR Profit growth : [--] Year CAGR Revenue Growth: 18.15% Profit Growth: -3.34% Revenue Growth: 16.82% Profit Growth: -6.17% Revenue Growth: 15.70% Profit Growth: -6.03% Revenue Growth: 17.22% Profit Growth: -6.59% Revenue Growth: 16.36% Profit Growth: -1.69% Revenue Growth: 15.06% Profit Growth: -1.91% Revenue Growth: 19.00% Profit Growth: -9.68% Revenue Growth: 15.96% Profit Growth: -6.75% Revenue Growth: 16.68% Profit Growth: -39.86% Revenue Growth: 17.03% Profit Growth: [-----] @SumitResearch @dmuthuk #PROFIT #Sales #stockmarketupdate #nse #bse"
X Link 2025-12-29T04:02Z [----] followers, 26.9K engagements
"Revenue: [-----] cr (+24% YoY) EBITDA: [----] cr (+45% YoY); margin: 20.9% PAT: [----] cr (up from [----] cr in Q1) FOR MORE DETAILS π½ https://sumitresearch.com/sirca-paint-q2fy26-earnings-management-concall-update/ https://sumitresearch.com/sirca-paint-q2fy26-earnings-management-concall-update/"
X Link 2025-12-30T04:17Z [----] followers, [----] engagements
": Mutual Fund:1 year return [--]. Axis Nifty IT Index Fund : -10.59% [--]. ICICI Prud Nifty IT Index Fund : -10.50% [--]. Tata Digital India Fund : -8.26% [--] .Tata Infrastructure Fund : -7.00% [--]. ITI Pharma & Healthcare Fund : -7.32% [--]. HSBC Infrastructure Fund : -4.47% [--]. Kotak Healthcare Fund : -5.20% [--]. Quant Infrastructure Fund : -3.14% @SumitResearch @dmuthuk #mutualfunds #sector #IT #AI #StockMarketIndia https://twitter.com/i/web/status/2005897490470744144 https://twitter.com/i/web/status/2005897490470744144"
X Link 2025-12-30T07:03Z [----] followers, 22.3K engagements
"FII: RECORD HIGHEST SELLING IN [----] BY FIIs IN HISTORY [----] : [-------] Cr [----] : [-------] Cr [----] : [------] Cr [----] : [-------] Cr [----] : [------] Cr DII: RECORD HIGHEST BUYING IN [----] BY DIIs IN HISTORY . [----] : [------] Cr [----] : [------] Cr [----] : [------] Cr [----] : [------] Cr [----] : [-----] Cr Source - NSE/CM Provisional #FIIs #dii #StockMarketIndia @SumitResearch @dmuthuk"
X Link 2025-12-31T12:47Z [----] followers, 18.7K engagements
". 1.ASHOK LEYLAND : 50% [--]. TVS MOTOR : 30% 3.EICHER MOTOR : 26% 4.HERO MOTOCORP : 25% 5.MARUTI SUZUKI : 20% 6.VST TILLERS & TRACTORS : 20% 7.M&M : 18% 8.BAJAJ AUTO : 16% 9.ESCORTS KUBOTA : 12% 10.FORCE MOTORS : 9% [--]. HYUNDAI MOTORS : 2% #GST #Automotive #Car #tvsmotors #eichermotors #ForceMotors https://twitter.com/i/web/status/2006946975561011208 https://twitter.com/i/web/status/2006946975561011208"
X Link 2026-01-02T04:33Z [----] followers, 11.3K engagements
": .. VENEZUELA Holds: [--]. [---] billion barrels of crude oil the largest reserves in the world [-----] trillion cubic feet of natural gas 3.8000+ tons of gold the largest in Latin America 4.$600 billion worth of iron ore 5.500+ million tons of coal 6.2% of global renewable freshwater resources 7.Untapped reserves of nickel copper and phosphates #Venezuela #usa #venezuelainvasion #OilPolitics #Mudaro #USAttack #Trump https://twitter.com/i/web/status/2007624263571026252 https://twitter.com/i/web/status/2007624263571026252"
X Link 2026-01-04T01:24Z [----] followers, [----] engagements
"Delighted to spend a full day with the Solar King @FarukPatel3 Chairman of @kpgroupgujarat at Sudi Bharuch. The interaction offered deep insights into Indias rapidly evolving renewable energy landscape. With a clear long-term vision on Indias clean energy transition Mr. Patel is strategically steering @kpgroupgujarat from a strong national presence towards meaningful international expansion. His clarity of thought on solar wind hybrid projects execution capabilities and capital allocation reflects years of experience and conviction in the renewable growth story. A true visionary leader who is"
X Link 2026-01-06T05:18Z [----] followers, [---] engagements
"KAYNES TECH FALL 6% At New [--] Weak Low Correction from top :50% Is EMS story over Cashflow worries #ems #Semiconductor #KAYNESTECHNOLOGY"
X Link 2026-01-06T09:18Z [----] followers, 15.5K engagements
"Venezuelas stock market is sending a loud signal. +100% since President Maduro was captured by the US +207% in just [--] trading sessions No red day since Dec [--] #venezuelainvasion #trump #USA π Dec [--] 2025: [-------] (+3.27%) π Dec [--] 2025: [-------] (+22.62%) π Dec [--] 2025: [-------] (+5.75%) π Jan [--] 2026: [-------] (+7.13%) π Jan [--] 2026: [-------] (+16.45%) π Jan https://t.co/dKUB18qtRE π Dec [--] 2025: [-------] (+3.27%) π Dec [--] 2025: [-------] (+22.62%) π Dec [--] 2025: [-------] (+5.75%) π Jan [--] 2026: [-------] (+7.13%) π Jan [--] 2026: [-------] (+16.45%) π Jan https://t.co/dKUB18qtRE"
X Link 2026-01-08T04:38Z [----] followers, [----] engagements
"1.SPACEX: [-------] CRORE 2.OPENAI: [-------] CRORE 3.ANTHROPIC: [-------] CRORE 4.XAI: [-------] CRORE 5.DATABRICKS: [-------] CRORE 6.STRIPE: [------] CRORE 7.ANDURIL: [------] CRORE 8.RAMP: [------] CRORE 9.SCALE AI: [------] CRORE 10.RIPPLE: [------] CRORE Source : Yahoo Finance #spacex #ElonMusk #Trump #USA https://twitter.com/i/web/status/2009188763604517128 https://twitter.com/i/web/status/2009188763604517128"
X Link 2026-01-08T09:01Z [----] followers, [----] engagements
"Transformers & Rectifiers India Ltd Q3 FY26 Revenue [---] Cr vs [---] Cr YoY (Q2: [---] Cr) PBT [---] Cr vs [--] Cr YoY (Q2: [--] Cr) PAT [--] Cr vs [--] Cr YoY (Q2: [--] Cr) 9M PBT [---] Cr vs [---] Cr YoY 9M PAT [---] Cr vs [---] Cr YoY 9M revenue [----] Cr FY26 revenue guidance [----] Cr; company looks on track. Q4 is strongest #TARIL"
X Link 2026-01-08T09:28Z [----] followers, [----] engagements
"Why did TARIL fall despite strong numbers in Q3 Order Book decreases from [----] in Q2 to [----] in Q3 A biggest reason for the free fall is Order Inquiries from [-----] cr in Q2 to [-----] cr in Q3"
X Link 2026-01-08T10:35Z [----] followers, [---] engagements
"Happy to share that I recently met @manish_ina Sir and Vikas Jain Sir Chairman and MD of @insolationenrgy with the team at Jaipur. Renewable energy is set to play a decisive role in addressing Indias enormous and rapidly growing power demand while also ensuring long-term sustainability and energy security. As the country accelerates its transition towards clean energy solar power continues to emerge as a critical pillar of this transformation. @insolationenrgy has been a significant and trusted partner in Indias solar growth story contributing meaningfully to the development of robust"
X Link 2026-01-09T04:33Z [----] followers, [----] engagements
"() 1.NSE : [---] lakh crore 2.Serum Institute of India : [---] lakh crore 3.Zoho Corporation : [---] lakh crore 4.Zerodha : [-----] crore 5.Megha Engineering & Infrastructures (MEIL) : [-----] crore 6.Parle Products : [-----] crore 7.Intas Pharmaceuticals : [-----] crore 8.Dream11 : [-----] crore 9.Razorpay : [-----] crore 10.Amalgamations Group : [-----] crore #UnlistedShares #IndianMarkets #PrivateCompanies #IPOWatch #NSE #zerodha #parle #Dream11 https://twitter.com/i/web/status/2009556754108174706 https://twitter.com/i/web/status/2009556754108174706"
X Link 2026-01-09T09:24Z [----] followers, 89.4K engagements
"GLOBUS SPIRITS Delivered a strong Q3 FY26 reporting a sharp sequential (QoQ) and annual (YoY) improvement across key financial metrics. Key Highlights: Revenue: [---] Cr vs [---] Cr (YoY) [---] Cr (Q2 FY26) EBITDA: [--] Cr vs [--] Cr (YoY) [--] Cr (Q2 FY26) PBT: [--] Cr vs [---] Cr (YoY) [--] Cr (Q2 FY26) PAT: [--] Cr vs [----] Cr (YoY) [--] Cr (Q2 FY26) The quarter reflects meaningful margin expansion and profitability recovery indicating improved operating leverage and business momentum. #globusspirits https://twitter.com/i/web/status/2009594265304003025 https://twitter.com/i/web/status/2009594265304003025"
X Link 2026-01-09T11:53Z [----] followers, [----] engagements
"@grok @Rahul_G_Ketkar Thank you @grok"
X Link 2026-01-09T16:17Z [----] followers, [--] engagements
": Stock Peak PE Current PE Dixon tech [---] [--] PG Electroplast [---] [--] Syrma SGS [---] [--] Avalon Tech [---] [--] Kanyes Tech [---] [--] Amber Entp [---] [---] All of them were trading in [--] digit PEs and now are still trading above [--] . PEG is below [--] . Is it a Value trap #electronics #dixon #MakeInIndia #MobileManufacturing https://twitter.com/i/web/status/2009870767203209695 https://twitter.com/i/web/status/2009870767203209695"
X Link 2026-01-10T06:11Z [----] followers, 28.9K engagements
"DMART Q32025 RESULT π Financial Performance πΉ Standalone Total Revenue: +13.2% YoY EBITDA: +19.9% YoY EBITDA Margin: 8.4% vs 7.9% YoY PAT: +17.6% YoY πΉ Consolidated Total Revenue: +13.32% YoY EBITDA: +20.2% YoY EBITDA Margin: 8.1% vs 7.6% YoY PAT: +18.23% YoY π¬ Store Expansion & Operations Stores added in Q3 FY26: [--] Total stores: [---] as of [--] December [----] π Key Highlights Revenue growth was partially impacted due to deflation in staples Like-to-like growth (stores older than [--] years): 5.6% YoY #DMart https://twitter.com/i/web/status/2009979900204290226"
X Link 2026-01-10T13:25Z [----] followers, [----] engagements
"π SEBI says Microcap isnt an official category. Index fund approval was valid. MOAMC stops fresh funds inflow after SEBI questions Categorisations. Smallest stock 1000cr m-cap 400cr free float. [---] stocks + 2600cr AUM = diversified & manageable liquidity. No fresh funds from 8th Jan . Intresting Question -why SEBI provided approval for the fund's launch in [----] if it didn't recognise its category #SEBI #microcap #MutualFunds #MutualFundsSahiHai @MrMotilalOswal @MotilalOswalLtd https://twitter.com/i/web/status/2010206798792610159 https://twitter.com/i/web/status/2010206798792610159"
X Link 2026-01-11T04:27Z [----] followers, 12K engagements
"πβ [--]. China 11.5% [--]. Russia 9.4% [--]. Mexico 25.2% [--]. China 13.2% [--]. DR Congo 75.9% [--]. Indonesia 9.7% [--]. Chile 23.0% [--]. DR Congo 14.4% [--]. Australia 36.7% [--]. Chile 20.4% Metal Bull Run continues (Returns in last [--] year) π₯ SILVER: +140150% π₯ GOLD: +70% π LITHIUM: +5560% π COPPER: +3545% β‘ COBALT: +3040% #goldprice #silversqueeze #Silver"
X Link 2026-01-12T05:05Z [----] followers, [----] engagements
"BlackRock : $10.5 Trillion Vanguard : $9.3 Trillion Fidelity Invest : $5.3 Trillion State Street Global : $4.3 Trillion Morgan Stanley : $3.6 Trillion JPMorgan Co. : $3.6 Trillion Crdit Agricole : $2.9 Trillion Goldman Sachs : $2.8 Trillion UBS : $2.6 Trillion Capital Group : $2.6 Trillion Will we see any Indian AMC in next [--] years in this list #blackrock #GoldmanSachs #aum #india"
X Link 2026-01-13T04:03Z [----] followers, 15.7K engagements
"NAVKAR CORP Q3FY26 TURNAROUND RESULTS : [------] CR VS [------] CR +43.56% YOY +14.45% QOQ PAT: [----] CR VS [-----] CR (YOY) [----] CR (QOQ) STRONG TURNAROUND TO PROFITABILITY +114.99% QOQ PAT GROWTH KEY HIGHLIGHTS: STRONG TOP-LINE GROWTH SIGNALS BUSINESS RECOVERY RETURN TO PROFITABILITY AFTER LOSSES LAST YEAR SEQUENTIAL PROFIT GROWTH INDICATES SUSTAINABLE MOMENTUM OVERALL: VERY STRONG Q3 PERFORMANCE #jsw #port https://twitter.com/i/web/status/2011006381411996103 https://twitter.com/i/web/status/2011006381411996103"
X Link 2026-01-13T09:24Z [----] followers, [----] engagements
"TATA ELXSI LTD Q3 FY26 RESULTS UPDATE π Revenue: [------] Cr vs [------] Cr β‘ +1.52% YoY +3.85% QoQ π PBT (Ex-Exceptional): [------] Cr vs [------] Cr β‘ -5.43% YoY +12.69% QoQ π PAT: [------] Cr vs [------] Cr β‘ -45.28% YoY -29.66% QoQ π° Other Income: [-----] Cr β‘ Higher YoY slightly lower QoQ β Exceptional Item: [-----] Cr one-time loss due to implementation of New Labour Codes impacting reported profitability. π Key Takeaway: Operational performance shows sequential improvement but exceptional costs significantly weighed on bottom-line numbers this quarter. #Q3Results #Q3FY26 #TataElxsi #StockMarket"
X Link 2026-01-13T12:36Z [----] followers, [----] engagements
"CONGRATULATIONS Raghav Productivity and Rajesh Sir for another great Set of Results Q3 FY26 Highlights Volume 82K MT (+21% YoY) Revenue +17% YoY EBITDA +33% YoY PAT +44% YoY 9M FY26 Volume 242K MT (+26% YoY) Revenue +25% YoY EBITDA +37% YoY PAT +48% YoY Key Takeaways PAT per MT improving due to better product mix cost control & higher exports Capacity utilization 80% Strong return ratios: ROCE 30% ROE 25% Gained market share despite steel slowdown Export volumes +15% YoY Management confident of sustained growth on new + existing customers Recently met MD Rajesh Kabra ji of Raghav Productivity"
X Link 2026-01-14T03:31Z [----] followers, [----] engagements
"HDFC AMC Q3 FY26 RESULT Revenue [-------] Cr vs [------] Cr +15.03% YoY +4.64% QoQ PAT [------] Cr vs [------] Cr +19.97% YoY +7.10% QoQ Other Income [------] Cr vs [-----] Cr (YoY) [------] Cr vs [-----] Cr (QoQ) Key Takeaways Strong revenue growth led by higher AUM and market traction PAT growth outpaced revenue reflecting operating leverage Sharp rise in other income supported overall profitability #hdfcamc #results #StockMarketIndia @SumitResearch https://twitter.com/i/web/status/2011368231685304324 https://twitter.com/i/web/status/2011368231685304324"
X Link 2026-01-14T09:22Z [----] followers, [----] engagements
". - . [--]. SBI 2.Titan 3.Eicher Motors 4.Vedanta 5.Hindalco [--]. Shriram Finance 7.Muthoot Finance 8.M&M 9.MCX [--]. JSW Steel #StockMarketIndia #metal #banknifty #titan #BullRun #psubankbees https://twitter.com/i/web/status/2011658960349380918 https://twitter.com/i/web/status/2011658960349380918"
X Link 2026-01-15T04:37Z [----] followers, [----] engagements
"POLYCAB Q3FY26 RESULT 1.REVENUE Q3 FY26: [-------] Cr Q3 FY25: [-------] Cr YoY Growth: +46.12% QoQ Growth: +17.89% β‘ Strong volume growth and healthy demand environment. 2.PROFIT AFTER TAX (PAT) Q3 FY26: [------] Cr Q3 FY25: [------] Cr YoY Growth: +35.71% QoQ Change: -9.06% β‘ Profitability improved YoY but softened sequentially. 3.OTHER INCOME Q3 FY26: [-----] Cr Q3 FY25: [-----] Cr Q2 FY26: [-----] Cr β‘ YoY growth of 102%; QoQ growth of 11%. 4.IMPLIED PAT MARGIN Q3 FY26: 8.25% Q3 FY25: 8.88% β‘ Margin contraction of [--] bps YoY. 5.ABSOLUTE GROWTH Revenue increase YoY: [----] Cr PAT increase YoY: [---] Cr"
X Link 2026-01-16T09:54Z [----] followers, [----] engagements
"@harpritdhanoa No recommendation to buy / sell Only for educational"
X Link 2026-01-16T10:07Z [----] followers, [---] engagements
"HDFC BANK Q3 FY26 RESULT Net Profit up 11.5% YoY at [-----] cr vs [-----] cr NII grew 6.4% YoY to [-----] cr vs [-----] cr Asset Quality Gross NPA at [-----] cr vs [-------] cr (QoQ) Net NPA at [-------] cr vs [-------] cr (QoQ) Credit Cost Provisions declined to [------] cr vs [------] cr (QoQ) and [------] cr (YoY) #HDFC #hdfcbank #StocksToWatch https://twitter.com/i/web/status/2012460142542090681 https://twitter.com/i/web/status/2012460142542090681"
X Link 2026-01-17T09:41Z [----] followers, 15.3K engagements
"BANK OF MAHARASHTRA CONCALL Q3FY26 Performance: Record quarterly PAT [----] cr; 9M PAT [----] cr. Results ahead of guidance. Capital return: 10% interim dividend approved. Scale: Total business [----] lakh cr +17.2% YoY. For more details π https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/ https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/ https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/ https://sumitresearch.com/bank-of-maharashtra-q3fy26-management-concall-update/"
X Link 2026-01-17T13:34Z [----] followers, [----] engagements
"IF CASH FLOW WAS KING WHY PLEDGE THE CROWN PROMOTER PLEDGING RECENTLY 1.VISHNU PRAKASH 2.ASAHI INDIA GLASS 3.UNICOMMERCE 4.JUBILANT FOOD 5.JAYASWAL NECO 6.MEDPLUS HEALTH 7.TAJGVK HOTELS [-----] ONE 9.JB CHEMICALS 10.STEEL EXCHANGE #PLEDGE #StockMarket #StocksInFocus https://twitter.com/i/web/status/2012879156481343641 https://twitter.com/i/web/status/2012879156481343641"
X Link 2026-01-18T13:26Z [----] followers, 15.6K engagements
"AMERICA DIDNT EXPAND. IT BOUGHT LAND. Land Bought by America in History. GREENLAND next 1.Louisiana Purchase (1803): $15M 2.Florida (1819): $5M 3.Alaska (1867): $7.2M 4.Mexican Cession (1848): $15M 5.Gadsden Purchase (1854): $10M Islands (1917): $25M LONG TERM INVESTING IN LAND #Trump #Greenland #GreenlandIsNotForSale http://6.Virgin http://6.Virgin http://6.Virgin http://6.Virgin"
X Link 2026-01-19T09:05Z [----] followers, 12K engagements
"ELECON ENGG Q3FY26 Short Summary (Q3 FY26) Revenue: [---] cr (+4.3% YoY); execution delays not demand. [----] cr dispatches pushed to JanFeb. Orders: Intake [---] cr (+7% YoY); order book rising despite flat revenues. For more details π½ #gears #elecon https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/ https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/ https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/ https://sumitresearch.com/elecon-engineering-management-q3fy26-concall-update/"
X Link 2026-01-20T11:12Z [----] followers, [----] engagements
"CASH GIVES YOU COURAGE WHEN MARKETS GIVE YOU FEAR MUTUAL FUND HOLDING CASH Fund scheme: Cash % of AUM 1) Parag Parekh Flexicap: 22.84% 2) SBI Contra: 20.08% 3) SBI Smallcap: 17.14% 4) HDFC Focused: 14.42% 5) HDFC Flexicap: 12.06% 6) HDFC Smallcap: 10.19% 7) ICICI Large Cap: 9.74% 8) SBI Focus: 9.26% 9) ICICI prudential value: 7.62% 10) HDFC Midcap: 6.37% #cash #mutualfund #MarketData #stockmarketcrash @SumitResearch https://twitter.com/i/web/status/2013575895332864048 https://twitter.com/i/web/status/2013575895332864048"
X Link 2026-01-20T11:34Z [----] followers, [--] engagements
"CASH GIVES YOU COURAGE WHEN MARKETS GIVE YOU FEAR MUTUAL FUND HOLDING CASH Fund scheme: Cash % of AUM 1) Parag Parekh Flexicap: 22.84% 2) SBI Contra: 20.08% 3) SBI Smallcap: 17.14% 4) HDFC Focused: 14.42% 5) HDFC Flexicap: 12.06% 6) HDFC Smallcap: 10.19% 7) ICICI Large Cap: 9.74% 8) SBI Focus: 9.26% 9) ICICI prudential value: 7.62% 10) HDFC Midcap: 6.37% #cash #mutualfund #MarketData #stockmarketcrash @SumitResearch https://twitter.com/i/web/status/2013576898971082919 https://twitter.com/i/web/status/2013576898971082919"
X Link 2026-01-20T11:38Z [----] followers, 21.7K engagements
"IRONY OR REALITY 3RD ANNIVERSARY OF HINDENBURG FIASCO Adani Green Energy shares dropped nearly 12% while flagship Adani Enterprises declined over 8%. β‘ The U.S. Securities and Exchange Commission (SEC) is reportedly seeking approval to issue summons to Gautam Adani and two others in connection with alleged fraud and bribery. β‘ In November [----] a New York federal court indicted Adani along with seven others over charges linked to an alleged large-scale bribery and fraud scheme. [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH"
X Link 2026-01-23T12:05Z [----] followers, [---] engagements
"@SECTOR_RES0123 Thank you for copying my content without any credits https://x.com/dixitagg/status/2014559242842477035s=46 [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m https://x.com/dixitagg/status/2014559242842477035s=46 [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM."
X Link 2026-01-24T21:11Z [----] followers, [--] engagements
"HCL TECH Q3FY26 CON CALL Revenue: $3.79bn +4.2% QoQ / +4.8% YoY (CC). Services growth steady; no broad-based discretionary recovery. Margins: EBIT 18.6% (hit by restructuring + labor code). Underlying margin 19.4% structurally stable; restructuring to end by Q4. For more details #hcltech #AI https://sumitresearch.com/hcl-tech-q3fy26-management-concall-update/ https://sumitresearch.com/hcl-tech-q3fy26-management-concall-update/"
X Link 2026-01-19T14:32Z [----] followers, [----] engagements
"GOOD RESULTS BY KP GROUP KPI GREEN ENERGY Strong Q3 with margin expansion Highest-ever Revenue EBITDA PBT & PAT Revenue: [---] cr 45% YoY (Q2: [---] cr) EBITDA: [---] cr 73% YoY PBT: [---] cr (Q2: [---] cr) PAT: [---] cr (Q2: [---] cr) 9M PBT: [---] cr 9M PAT: [---] cr KP ENERGY Best-ever Q3 revenue EBITDA PBT & PAT with strong margin expansion Revenue: [---] cr 63% YoY (Q2: [---] cr) EBITDA: [--] cr 75% YoY PBT: [--] cr 69% YoY (Q2: [--] cr) PAT: [--] cr 59% YoY (Q2: [--] cr) 9M PBT/PAT: [---] cr / [---] cr Growth visibility: [--] GW multi-year order pipeline @FarukPatel3 @kpgroupgujarat Delighted to spend a full day with the"
X Link 2026-01-21T07:01Z [----] followers, [----] engagements
"RADICO KHAITAN Q3FY26 RESULT Revenue surged to [-------] Cr from [-------] Cr marking a 22.1% YoY and 7.3% QoQ growth. PBT (excluding exceptional items) rose sharply to [------] Cr from [------] Cr up 66.4% YoY and 16.0% QoQ. PAT increased to [------] Cr versus [-----] Cr registering a strong 62.3% YoY and 11.0% QoQ growth. Exceptional loss for the quarter: [----] Cr. #radico #consumption https://twitter.com/i/web/status/2014270714296385798 https://twitter.com/i/web/status/2014270714296385798"
X Link 2026-01-22T09:35Z [----] followers, [----] engagements
"ADANI ENERGY SOLUTIONS Q3FY26 RESULTS Revenue [----] Cr +16% YoY EBITDA [----] Cr +21% YoY PBT [---] Cr +43% YoY PAT down 8% YoY (base impact of one-time tax benefit last year) Adjusted PAT +30% YoY Cash Profit [----] Cr +23% YoY Key Business Updates: β Transmission availability at 99.7% (best-in-class) β Project pipeline under construction: [-----] Cr β Near-term transmission bidding opportunity [--] lakh Cr β Mumbai & Mundra distribution stable; losses at 4.03% β Smart meters installed [----] lakh; [--] crore+ by FY26 end β Smart metering pipeline [----] Cr meters (29500 Cr revenue) 9M FY26 capex at [----] Cr"
X Link 2026-01-22T10:59Z [----] followers, [----] engagements
"INFOSYS Q3FY26 CONCALL Revenue growth re-accelerated: +2.2% QoQ CC +2.9% YoY; H1 revenue crossed $10 bn. FY26 guidance tightened to 23% CC growth; margin guidance unchanged at 2022%. H2 expected to be seasonally weaker; macro environment remains uncertain. Growth driven largely by realizations; volumes continue to remain soft. Strong deal momentum: Q2 large deal TCV $3.1 bn; H1 $6.9 bn majority net new. $1.6 bn UK NHS mega deal announced post Q2; 100% net new ramp-up begins this year. Financial Services & Manufacturing outperform; Retail and Hi-Tech remain cautious. Operating margin 21%"
X Link 2026-01-23T09:29Z [----] followers, [----] engagements
"CLARIFICATION FROM ADANI GROUP @AdaniOnline #AdaniGroup #adaniports #adani [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m"
X Link 2026-01-24T10:30Z [----] followers, 28.7K engagements
"DALMIA BHARAT Q3FY26 CONCALL Volumes [---] Mt (+9.5% YoY); strong 10% growth. Trade mix 62% (temporary; to normalize to mid/high-60s). Revenue +10% YoY; pricing weak (NSR -4% QoQ). EBITDA [---] cr (+18% YoY); 823/ton. Logistics cost -5.6% YoY; 4550/ton cost savings achieved. Incentives run-rate guided [---] cr; net debt/EBITDA 0.6x. Capacity on track to [----] MTPA; long-term [------] MTPA by [----]. Mgmt thesis: cost + scale pricing price upside optional. #cement #Infrastructure #Growth https://twitter.com/i/web/status/2015428271882768665 https://twitter.com/i/web/status/2015428271882768665"
X Link 2026-01-25T14:15Z [----] followers, [----] engagements
"ASIAN PAINTS Q3 FY26 RESULTS Revenue: [-------] Cr vs [-------] Cr (+3.71% YoY +3.94% QoQ) PBT (Ex-Exceptional): [-------] Cr vs [-------] Cr (+8.47% YoY +18.34% QoQ) PAT: [-------] Cr vs [-------] Cr (-4.56% YoY +6.67% QoQ) Other Income: [------] Cr (YoY) vs [------] Cr QoQ decline to [------] Cr Exceptional Item: Q3 witnessed an exceptional loss of [------] Cr impacting reported PAT. Volume growth 7.9% #asianpaint #painted #StocksToWatch https://twitter.com/i/web/status/2016103868271362097 https://twitter.com/i/web/status/2016103868271362097"
X Link 2026-01-27T10:59Z [----] followers, [----] engagements
"Met @SumitResearch Sir today In Mumbai . Had a detailed discussion on Indian markets. With abundance knowledge of Markets he is a π gem of a person to get along .Learned new investing tips . Blessed to meet him . All the best @SumitResearch Sir for your future . See u again"
X Link 2023-05-15T17:03Z [----] followers, 13.8K engagements
"@SumitResearch Met @SumitResearch today in Delhi . He never fails to amaze with the mindset and psychology required for equity markets . Had a detailed discussion on how to get in / out of a stock particularly and sectors which look good for future . Thank your Sir for your time"
X Link 2024-04-28T06:07Z [----] followers, [----] engagements
"@SumitResearch Sir market apni wajah se girta h reason hum bana detee h"
X Link 2024-11-04T05:36Z [----] followers, [----] engagements
"@nid_rockz @soicfinance A guy who has Netweb holding VS a guy who wanted to buy Netweb but still remains in the watchlist "
X Link 2025-01-18T18:56Z [----] followers, [----] engagements
"@microcp2mltibgr Promoters dont buy in Result season as per SEBI Guidelines "
X Link 2025-01-24T17:54Z [----] followers, [----] engagements
"@ArindamPramnk Kpel Garware hi tech Aarti pharma lab Bector food"
X Link 2025-02-18T16:07Z [----] followers, 18.6K engagements
"@BMTheEquityDesk Thank you Sir for such wonderful words "
X Link 2025-02-25T12:55Z [----] followers, 25.9K engagements
"@SECTOR_RES0123 If buying at the top is an ART . You are the ARTIST of it ππ"
X Link 2025-03-08T09:24Z [----] followers, [----] engagements
"Valuation Ratios by Sector India Banks: Key Ratios: Price to Book (P/B) ROE Why: Reflects capital efficiency and core capital base. NBFCs / Housing Finance: Key Ratios: P/B P/E Why: Captures leverage and earnings predictability. Life Insurance: Key Ratios: Embedded Value (EV) P/EV Why: EV represents the present value of future profits plus net worth. General Insurance: Key Ratios: Price to GWP P/B Why: Premium scale and solvency drive value. Asset Management: Key Ratios: P/E % of AUM Why: Fees are tied to AUM; scalable profits. Capital Markets: Key Ratios: EV/EBITDA P/E Why: Stable"
X Link 2025-06-26T15:46Z [----] followers, 27.1K engagements
": . () . () . () . () . () . () . () . () @SumitResearch #StockMarket #stockscam"
X Link 2025-07-05T05:15Z [----] followers, 19.6K engagements
"/ [--]. Anup Engineering [--]. Supreme Industries [--]. Gala Precision Engineering [--]. Mrs. Bectors Food [--]. Man Infraconstruction [--]. Maharashtra Seamless [--]. Suprajit Engineering [--]. KP Group [--]. Orient Bell [--]. GNA Axles [--]. Enviro Infra [--]. Zydus Wellness [--]. Westlife Food [--]. Som Distilleries [--]. DB Corp [--]. Zee Entertainment [--]. Linc Ltd [--]. Sunteck Realty [--]. Nicco Park [--]. Mach Conferences [--]. Star Cement [--]. SKM Egg Products [--]. Kilburn Engineering [--]. Emmforce Auto [--]. Bliss GVS Pharma [--]. International Conveyors @SumitResearch #PromoterBuying #StockMarketIndia #Investing #Q1FY25"
X Link 2025-07-08T19:36Z [----] followers, [----] engagements
"/ [--]. Aarti Pharma 2.Avantel 3.Axiscades Tech 4.Fusion Finance 5.Garvita India 6.Navin Fluorine Electroplast 8.Privi Speciality 9.RACL Geartech Kelkar Power 12.Ultra Pigment 13.Usha Martin 14.Voltamp Transformer 15.Wendt (India) @SumitResearch #StocksToWatch #promoterselling http://11.TD http://10.SH http://7.PG http://11.TD http://10.SH http://7.PG"
X Link 2025-07-13T12:25Z [----] followers, 10.2K engagements
"@SumitResearch @sunilgurjar01 bhai kitna copy karega"
X Link 2025-07-26T17:15Z [----] followers, 15.9K engagements
"CON CALL WAAREE RENEWABLE TECH Q1 FY26 Revenue: [-----] Cr (+155% YoY) EBITDA: [-----] Cr (+186% YoY); EBITDA Margin: 19.5% PAT: [----] Cr (+207% YoY) Execution: [---] MWp of solar EPC projects completed Order Book: [----] GWp; [---] Cr inflow in Q1 πΉ Industry Tailwinds India crossed 50% power capacity from non-fossil fuels Solar installs in H1 [----] up 52% YoY Strong policy push: PM Surya Ghar Solar Parks PM Kusum Energy storage demand to rise to [---] GWh by [----] πΉ Business Model & Strength Pure-play EPC player (turnkey + BoS models) Strong execution with large projects (up to [--] GW) Order pipeline of 25"
X Link 2025-07-28T04:47Z [----] followers, [----] engagements
"Few stocks trading below Book Value - ONGC PTC INDIA MAITHAN ALLOY DALMIA BHARAT SUGAR HIMATSING SEIDE LIC HOUSING JIC HOUSING CANARA BANK UNION BANK SOUTH INDIAN KARNATAKA BANK BANK OF BARODA BANK IF INDIA GSFC INDIA MOTOR PART JAIN IRRIGATION No recommendation to buy/sell/hold . @SumitResearch #stockmarketsindia #StocksMarket #bookvalue"
X Link 2025-07-28T09:15Z [----] followers, [----] engagements
"India IT/Tech 5Y CAGR TCS Revenue: 10% PAT: 8% Stock: 7% Infosys Revenue: 12% PAT: 10% Stock: 10% HCL Tech Revenue: 11% PAT: 10% Stock: 17% Wipro Revenue: 8% PAT: 6% Stock: 13% LTIMindtree Revenue: 28% PAT: 25% Stock: 16% - USA Tech 5Y CAGR NVIDIA Revenue: 64% PAT: 90% Stock: 73% Microsoft Revenue: 14% PAT: 18% Stock: 24% Apple Revenue: 9% PAT: 15% Stock: 16% Amazon Revenue: 18% PAT: 37% Stock: 9% Google (Alphabet) Revenue: 17% PAT: 26% Stock: 26%"
X Link 2025-07-28T11:40Z [----] followers, [----] engagements
"India Defence 3Y CAGR Mazagon Dock Revenue: 26% PAT: 57% Stock: 172% Cochin Shipyard Revenue: 12% PAT: 13% Stock: 119% Garden Reach Revenue: 42% PAT: 43% Stock: 113% BEL Revenue: 16% PAT: 31% Stock: 62% HAL Revenue: 8% PAT: 18% Stock: 64% Bharat Dynamics Revenue: 6% PAT: 2% Stock: 59% @SumitResearch #DefenceStocks #HAL #BEL #MazagonDock #CochinShipyard #GRSE #BDL #StockMarketIndia #AtmanirbharBharat"
X Link 2025-07-29T05:24Z [----] followers, [----] engagements
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