# ![@Dixitagg Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1526146451390476289.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1526146451390476289/c:line/m:interactions.svg)

- [--] Week [-------] +153%
- [--] Month [-------] +73%
- [--] Months [---------] +792%
- [--] Year [---------] +7,036%

### Mentions: [--] [#](/creator/twitter::1526146451390476289/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1526146451390476289/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [--] +29%
- [--] Months [---] +288%
- [--] Year [---] +481%

### Followers: [-----] [#](/creator/twitter::1526146451390476289/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1526146451390476289/c:line/m:followers.svg)

- [--] Week [-----] +3.10%
- [--] Month [-----] +18%
- [--] Months [-----] +229%
- [--] Year [-----] +3,146%

### CreatorRank: [-------] [#](/creator/twitter::1526146451390476289/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1526146451390476289/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  35.25% [countries](/list/countries)  14.75% [stocks](/list/stocks)  9.02% [technology brands](/list/technology-brands)  8.2% [automotive brands](/list/automotive-brands)  2.46% [exchanges](/list/exchanges)  0.82% [financial services](/list/financial-services)  0.82% [currencies](/list/currencies)  0.82% [travel destinations](/list/travel-destinations)  0.82%

**Social topic influence**
[pat](/topic/pat) 27.87%, [strong](/topic/strong) 14.75%, [india](/topic/india) 12.3%, [growth](/topic/growth) 10.66%, [business](/topic/business) #3655, [core](/topic/core) #1724, [guidance](/topic/guidance) 6.56%, [dividend](/topic/dividend) #81, [debt](/topic/debt) 5.74%, [tariffs](/topic/tariffs) 5.74%

**Top accounts mentioned or mentioned by**
[@sumitresearch](/creator/undefined) [@grok](/creator/undefined) [@arifmonline](/creator/undefined) [@dmuthuk](/creator/undefined) [@adanionline](/creator/undefined) [@marketwalalove](/creator/undefined) [@tradexwhisperer](/creator/undefined) [@adeparimal](/creator/undefined) [@titanwatches](/creator/undefined) [@hindenburgres](/creator/undefined) [@cdslindia](/creator/undefined) [@jaywriters](/creator/undefined) [@darshanvmehta1](/creator/undefined) [@acmaindia](/creator/undefined) [@blsintservices](/creator/undefined) [@blsintcare](/creator/undefined) [@arindampramnk](/creator/undefined) [@bmtheequitydesk](/creator/undefined) [@sectorres0123](/creator/undefined) [@starhealthins](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Accenture (ACN)](/topic/accenture) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@AdeParimal Indian IT - we will give you dividend and buy backs . Markets - we will wipe out [--] lakh crore market cap . Peak Indian IT VIBES "  
[X Link](https://x.com/Dixitagg/status/2022187589562978772)  2026-02-13T05:54Z [----] followers, [---] engagements


"TOP [--] ASSETS IN THE WORLD 1.REAL ESTATE $671 TRILLION 2.OIL $108. TRILLION 3.CHINESE YUAN $48 TRILLION $33 TRILLION DOLLAR $22 TRILLION 6.EURO $18 TRILLION 7.COPPER $16 TRILLION 8.NATURAL GAS $11 TRILLION 9.JAPANESE YEN $8 TRILLION 10.SILVER $5.5 TRILLION No listed company in Top [--]. #RealEstate #RealEstateInvesting #oilandgas #GOLD #SilverPrice #copper http://5.US http://4.GOLD http://5.US http://4.GOLD"  
[X Link](https://x.com/Dixitagg/status/2015278877632045482)  2026-01-25T04:21Z [----] followers, 10.3K engagements


"BET AGAINST AI AT YOUR OWN RISK ⚠ ANTHROPIC NO OF EMPLOYEES [----] REVENUE PER EMPLOYEE: [--] CRORE META PLATFORMS NO OF EMPLOYEES [-----] REVENUE PER EMPLOYEE: [--] CRORE MICROSOFT NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [----] CRORE ACCENTURE NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKH INFOSYS NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKHS TCS NO OF EMPLOYEES [------] REVENUE PER EMPLOYE: [--] LAKH WIPRO NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKH AI REPLACES HEADCOUNT WITH INTELLIGENCE. #NASDAQ100 #AI #TCS https://twitter.com/i/web/status/2022207776353878407"  
[X Link](https://x.com/Dixitagg/status/2022207776353878407)  2026-02-13T07:14Z [----] followers, 91.7K engagements


"TITAN Q3FY26 RESULTS Strong YoY growth across key metrics: Net Profit at [----] Cr up 48.5% YoY Revenue at [-----] Cr registering 40% growth EBITDA at [----] Cr up 54.7% YoY Margins expanded by [---] bps to 10.4% Stock trading at ALL TIME HIGHS . #TITAN #tata #GOLD @titanwatches https://twitter.com/i/web/status/2021206288257122569 https://twitter.com/i/web/status/2021206288257122569"  
[X Link](https://x.com/Dixitagg/status/2021206288257122569)  2026-02-10T12:55Z [----] followers, [----] engagements


"1. SHRIRAM MUFG: [-----] CR 2.RBL BANK EMIRATES NBD: [-----] CR 3.YES BANK SMBC: [-----] CR 4.SAMMAAN CAPITAL IHC: [----] CR 5.IDFC FIRST BANK WARBURG & ADIA: [----] CR #ShriramFinance #MUFG #rblbank #nbfc https://twitter.com/i/web/status/2001942024321479153 https://twitter.com/i/web/status/2001942024321479153"  
[X Link](https://x.com/Dixitagg/status/2001942024321479153)  2025-12-19T09:05Z [----] followers, 15.7K engagements


":    COMPANIES : % DEBT REDUCED IN LAST [--] YEARS YATHARTH HOSPITALS : 95% FINE ORGANICS : 94% CG POWER : 88% BLS E-SERVICES : 53% TRENT : 52% VARUN BEVERAGES : 45% RR KABEL : 45% PI INDUSTRIES : 41% KEI INDUSTRIES : 39% INOX WIND : 37% NO BUY / SELL RECOMMENDATION . @SumitResearch @dmuthuk #StockMarketIndia #debt #BSE #nseindia https://twitter.com/i/web/status/2004096431314108535 https://twitter.com/i/web/status/2004096431314108535"  
[X Link](https://x.com/Dixitagg/status/2004096431314108535)  2025-12-25T07:46Z [----] followers, 35K engagements


"FALL FROM [--] WEEK HIGH WENDT : -55% NACL : -40% SHANTHI GEARS : -31% TUBE INVESTMENTS : -33% CG POWER : -27% CARBORUNDUM UNIVERSAL : -27% EID PARRY : -25% CHOLAMANDALAM HOLDINGS : -20% COROMANDEL INTERNATIONAL : -15% CHOLAMANDALAM INVESTMENT : -7% No Recommendation to Buy/ Sell. #muruguppa #cholamandalam https://twitter.com/i/web/status/2011338172236697879 https://twitter.com/i/web/status/2011338172236697879"  
[X Link](https://x.com/Dixitagg/status/2011338172236697879)  2026-01-14T07:22Z [----] followers, 55.6K engagements


"GROWTH IS TEMPORARY DIVIDEND IS FOREVER.      💸 1.HCL Technologies Limited Mahindra Limited 3.Hindustan Unilever Limited 4.HeidelbergCement India Limited 5.Colgate-Palmolive (India) Limited 6.Britannia Industries Limited 7.Nestl India Limited 8.Castrol India Limited 9.Snowman Logistics Limited 10.Gujarat Pipavav Port Limited Companies distributing 80%+ Profits in dividends . #dividends #GrowthMindset #StockMarketIndia @SumitResearch @dmuthuk http://2.Tech http://2.Tech"  
[X Link](https://x.com/Dixitagg/status/2012740640531243199)  2026-01-18T04:15Z [----] followers, 18.4K engagements


"FEW SUBSIDIARY IPOs FOR [----] EXPECTED Parent : Subsidiary (IPO) [--]. Reliance Industries : Reliance Retail / Reliance Jio [--]. HDFC Bank : HDFC Ergo 3.Kotak Mahindra Bank : Kotak AMC 4.Hero MotoCorp : Hero FinCorp 5.Greaves Cotton : Greaves Electric Mobility 6.Prestige Estates : Prestige Hospitality Ventures [--]. SBI : SBI Mutual Fund 8.Amber Enterprises : ILJIN Electronics 9.NHPC : NHPC Renewable 10.ONGC : ONGC Green 11.LIC : LIC Mutual Fund 12.Lemon Tree Hotels : Fleur Hotels #IPOAlert #ipo #Reliance #HDFCBank https://twitter.com/i/web/status/2013820856619901203"  
[X Link](https://x.com/Dixitagg/status/2013820856619901203)  2026-01-21T03:48Z [----] followers, 19.5K engagements


"FROM INDIA TO WALL STREET: MUTUAL FUNDS GO GLOBAL     1.Franklin US Opportunities Equity Fund 2.Edelweiss US Technology Equity Fund 3.Edelweiss Greater China Equity Offshore Fund 4.ICICI Prudential US Bluechip Equity Fund 5.ICICI Prudential NASDAQ [---] Index Fund 6.ICICI Prudential Strategic Metal & Energy Equity Fund 7.Axis Global Equity Alpha Fund 8.Axis Greater China Equity Fund 9.Axis Global Innovation Fund 10.Kotak Global Innovation Overseas Equity Omni Fund 11.Franklin Asian Equity Fund 12.ABSL Global Emerging Opportunities Fund 13.ABSL International Equity Fund 14.ABSL Global Excellence"  
[X Link](https://x.com/Dixitagg/status/2014189747498045890)  2026-01-22T04:13Z [----] followers, 29.9K engagements


"3 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 STOCK RETURN:50% REVENUE: 60% PROFIT: 100% 3.ADANI GREEN STOCK RETURN:105% REVENUE: 39% PROFIT: 86% 4.ADANI POWER STOCK RETURN:400% REVENUE: 10% PROFIT: -45% 5.ADANI ENTERPRISES STOCK RETURN:100% REVENUE: -0.5% PROFIT: 160% 6.ADANI TOTAL GAS STOCK RETURN:5% REVENUE: 22% PROFIT: -3% 7.ACC STOCK RETURN:8% REVENUE: 20% PROFIT: 46% 8.AMBUJA CEMENTS STOCK"  
[X Link](https://x.com/Dixitagg/status/2014559242842477035)  2026-01-23T04:42Z [----] followers, 58.9K engagements


"HIDDEN PERKS OF BEING A SHAREHOLDER   [--]. Reliance HN Hospital: 15% discount 2.Titan: 1015% discount on accessories 3.Metro Brands: 15% discount on products 4.Apollo Hospitals: Discount on Pharma products 5.Relaxo: 30% discount on products 6.Bata: 20% discount on products 7.Indian Hotels : 25% discount on spa & dining 8.Hawkins: 25% discount on products 9.Raymond: 15% discount on products 10.Trident: 25% discount on products 11.Ugar Sugar: [--] kg sugar free annually #StockMarketIndia #perks #Stocks #reliancefamilyday2025 #tatacap https://twitter.com/i/web/status/2015746756957683926"  
[X Link](https://x.com/Dixitagg/status/2015746756957683926)  2026-01-26T11:20Z [----] followers, 230.2K engagements


"BIG TECH EARNINGS [--]. TESLA Q4 [----] EARNINGS: - $24.90B Revenue 3% YoY - $0.50 Adj. EPS 17% YoY - [------] Vehicle Deliveries 16% YoY - Record [----] GWh Energy Storage Deployments - Gross Margin at 20.1% - Free Cash Flow $1.42B - Invested $2B in Elons xAI [--]. META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY [--]. MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B $TSLA $MSFT $META #tesla #Elon_Musk #Meta"  
[X Link](https://x.com/Dixitagg/status/2016678530676060259)  2026-01-29T01:03Z [----] followers, [----] engagements


"MIDCAP COMPANIES WITH STRONG CASH FLOWS.   1.Biocon 2.Coforge 3.Endurance Tech 4.Gland Pharma [--]. Hitachi Energy 6.JSW Energy 7.KEI Inda 8.Premier Energies 9.Sona BLW 10.Zydu Life Science No Buy/sell Recommendation #cash #cashflow #StocksInFocus #nse #bse https://twitter.com/i/web/status/2016761315768094967 https://twitter.com/i/web/status/2016761315768094967"  
[X Link](https://x.com/Dixitagg/status/2016761315768094967)  2026-01-29T06:32Z [----] followers, [----] engagements


"BUDGET FY2027 STT RAISED Index / Stock Futures STT: 0.05% Charged on: Sell side only Example: If contract value = [------] 👉 STT NOW [--] Options (Buy & Sell) Option Buy STT: Nil Option Sell STT: 0.15% Charged on: Premium value Example: Premium received = [------] 👉 STT NOW [---] STT remains same for DELIVERY of stocks . #BudgetSession2026 #stt #NirmalaSitharaman #Budget https://twitter.com/i/web/status/2017864096629010700 https://twitter.com/i/web/status/2017864096629010700"  
[X Link](https://x.com/Dixitagg/status/2017864096629010700)  2026-02-01T07:34Z [----] followers, 12.1K engagements


"HOW DID THESE MARKET DARLINGS LOSE ALL THE LOVE     Stock Price Fall from ALL TIME HIGHS 1.Lux Industries: 80% 2.Adani Energy Solutions: 77% 3.Cohance Lifesciences: 77% 4.Happiest Minds: 75% 5.Laxmi Organics: 75% 6.Sheela Foam: 70% 7.Relaxo Footwears: 70% 8.Clean Science: 70% 9.Whirlpool: 68% 10.Salzer Electronics: 63% No Recommendation . #StockMarkets #StocksToWatch #StockMarket https://twitter.com/i/web/status/2019289118828818536 https://twitter.com/i/web/status/2019289118828818536"  
[X Link](https://x.com/Dixitagg/status/2019289118828818536)  2026-02-05T05:56Z [----] followers, 14.1K engagements


"@marketwalalove Please read about Anthropic"  
[X Link](https://x.com/Dixitagg/status/2019759830920278133)  2026-02-06T13:07Z [----] followers, [---] engagements


"TD POWER CONCALL Q3FY26 #power #AI https://twitter.com/i/web/status/2019781942934491147 https://twitter.com/i/web/status/2019781942934491147"  
[X Link](https://x.com/Dixitagg/status/2019781942934491147)  2026-02-06T14:35Z [----] followers, [----] engagements


"INDIA US TRADE AGREEMENT: INDIA SECURES GROWTH WHILE SHIELDING AGRICULTURE. 1.Agriculture ring-fenced no market opening in fruits vegetables grains or pulses 2.Dairy remains closed protection for small farmers and cooperatives continues security preserved no tariff cuts on core staples 4.Agri exports improve smoother approvals and faster access to the US market 5.Rural economy supported benefits for MSMEs food processing and allied sectors 6.Export advantage lower tariffs for Indian goods without added pressure on farmers Net result: Trade expansion without risking Indias farm sector."  
[X Link](https://x.com/Dixitagg/status/2020012992369442903)  2026-02-07T05:53Z [----] followers, [----] engagements


"CDSL Q2FY26 CONCALL Standalone (core depository) remains the engine: 9M FY26 PAT +5% YoY Q3 PAT +14% YoY Volume-linked and annuity-like revenues intact Consolidated weakness is subsidiary-led not core: 9M consolidated PAT -12% YoY CVL (KRA) PAT -54% YoY main drag CVL risk still unresolved: Revenue sharply lower while costs stayed elevated Management confident on KRA relevance vs CKYC but no clear earnings recovery visibility yet Technology costs = new normal: Spend driven by surge-capacity cyber security and regulatory upgrades Management unwilling to guide normalization structural margin cap"  
[X Link](https://x.com/Dixitagg/status/2020740201379922307)  2026-02-09T06:03Z [----] followers, [----] engagements


"ACTION CONSTRUCTION Q3FY26 CONCALL Q3FY26: Revenue [---] cr (flat YoY); PAT +8% YoY on margin expansion Margins: EBITDA 18.5% (+74 bps YoY) despite [---] cr one-off labour provision 9MFY26: Revenue -3% YoY but PAT +11%; EBITDA margin +186 bps Sequential trend: Q3 revenue +15% QoQ; clear post-CEV recovery Mix: Construction equipment 90% revenue 20% margin; agri margins weak FY26 guidance: Topline flattish margins better; volumes slightly lower Competition: China pressure only in heavy cranes; core cranes insulated Policy tailwinds: Govt capex + upcoming CIE (PLI-like) scheme Strategy:"  
[X Link](https://x.com/Dixitagg/status/2021079898392232332)  2026-02-10T04:32Z [----] followers, [----] engagements


"RRP SEMICONDUCTOR ZERO REVENUEMULTIBAGGER STOCK  . Revenue: [--] the company believes in minimalism. Profits: [--] consistency is key. Core business: still in the imagination phase. Cash flows: invisible to the naked eye. Valuation: driven by hope hype and momentum. Fundamentals: postponed not cancelled. Market lesson: prices can run far ahead of businesses. A classic reminder that in bull markets stories often compound faster than earnings. Revenue: [--] Profits: [--] Operations: optional #MultiBagger https://twitter.com/i/web/status/2021625810860618050"  
[X Link](https://x.com/Dixitagg/status/2021625810860618050)  2026-02-11T16:42Z [----] followers, [----] engagements


"NIFTY IT INDEX DOWN BY 5% TCS:-5% INFOSYS:-5% COFORGE:-5% LTIM:-4% TECH MAHINDRA:-4% Is AI the real threat that street has realised now Dividend and Buyback playing the spoiler SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore"  
[X Link](https://x.com/Dixitagg/status/2021798883953979786)  2026-02-12T04:09Z [----] followers, [----] engagements


"@grok @Jay_writers Thank you @grok #factcheck"  
[X Link](https://x.com/Dixitagg/status/2022228485067215338)  2026-02-13T08:36Z [----] followers, [--] engagements


"//  1.AARTI PHARMA 2.ADITYA VISION 3.AURIONPRO SOLUTION 4.AXISCADES TECH 5.BIRLASOFT 6.COHANCE LIFE 7.DODLA DAIRY 8.GLOBUS SPIRIT 9.MASTEK 10.MOSCHIP TECH 11.NATCO PHARMA 12.PARAG MILK ELECTROPLAST 14.POLYCAB 15.SALZER ELECTRONICS 16.SHAILY ENGG 17.SIGACHI INDS 18.VASCON ENGG INDS 20.VPRPL Above includes Block deals/ Open Market Selling . No BUY/SELL recommendation @SumitResearch #StockMarketIndia #Nifty #Sensex #Investing #Trading #ShareMarket #promoter #MarketUpdate #Finance #BSE #nseindia http://19.VIP http://13.PG http://19.VIP http://13.PG"  
[X Link](https://x.com/Dixitagg/status/1974733315681947945)  2025-10-05T07:08Z [----] followers, 15.3K engagements


". AARTI PHARMALAB ADITYA VISION HEALTHCARE GLOBAL INDIGO POLYCAB TD POWER TIMEX USHA MARTIN Above include Promoter selling in Open market / block bulk deals. No recommendation to Buy/ Sell. @SumitResearch #PromoterSelling #NewAllTimeHigh #MarketMomentum #BullRun #StockMarketIndia #PromotersExitStocksRise #EquityRally #SmartMoneyMoves"  
[X Link](https://x.com/Dixitagg/status/1981988687316668545)  2025-10-25T07:38Z [----] followers, [----] engagements


". [--]. BERKSHIRE HATHAWAY CLASS A [--------] [--]. LINDT & SPRNGLI AG (REGISTERED SHARES) [--------] [--]. NVR INC. [------] [--]. BOOKING HOLDINGS INC. [------] 5.SEABOARD CORPORATION [------] 6.AUTOZONE INC. [------] 7.MARKEL GROUP INC. [------] [--]. FIRST CITIZENS BANCSHARES CLASS A [------] [--]. WHITE MOUNTAINS INSURANCE GROUP [------] [--]. MERCADOLIBRE INC. [------] NOTE: ✔For conversion [--] USD= [--] INR is used . ✔Above data does not compare valuations . ✔Above price is for [--] share . NO RECOMMENDATION. #berkshire #lindt #markel #nvr #equity https://twitter.com/i/web/status/1999704926461788479"  
[X Link](https://x.com/Dixitagg/status/1999704926461788479)  2025-12-13T04:56Z [----] followers, [----] engagements


"( - ) 1.Action Construction 2.Ador Welding 3.Aegis Logistics 4.Alembic Pharma 5.Allied Blenders 6.Asahi Glass 7.Astral 8.Bliss GVS Pharma 9.CEAT 10.Choice International 11.Cupid 12.DB Corp 13.Enviro Infra 14.Haldyn Glass 15.Hariom Pipe 16.Indegene 17.Insolation Energy 18.Jubilant Pharmova 19.Khaitan Chemical 20.Kilburn Engg 21.Kross [--]. La Opala 23.Maharashtra Seamless [--]. Man Infra 25.Manaksia Aluminium 26.Nahar Poly 27.NIBE 28.Paisalo Digital 29.Paradeep Phosphate 30.Paushak 31.Pitti Engg 32.Power Mech 33.Rain Industries 34.Royal Orchid Hotel 35.Sarla Performance 36.SEAMEC Ltd 37.Senores"  
[X Link](https://x.com/Dixitagg/status/1973306862519935178)  2025-10-01T08:39Z [----] followers, 47.7K engagements


"&  [--] Oct [----] Nifty slipped 15% right after the visit [--] Dec [----] Nifty dropped 4% during the visit [--] Dec [----] Nifty eased 1.5% [----] Dec [----] Nifty fell 5% [--] Oct [----] Nifty corrected 5% [--] Dec [----] Nifty down 3.5% [--] Dec [----] 7th visit lined up. #Russia #putin #modi"  
[X Link](https://x.com/Dixitagg/status/1996448261331390871)  2025-12-04T05:15Z [----] followers, 744.7K engagements


"PIDILITE Q2 FY26 CONCALL Revenue: [----] cr UVG: 10.3% (value +10.4%) C&B: UVG 10.4% back to double-digit growth after [--] quarters B2B: UVG 9.9%; domestic mid-teens exports dragged by geopolitics & tariffs FOR MORE DETAILS 🔽 #fevicol #PIDILITIND https://sumitresearch.com/pidilite-q2fy26-management-concall-update/ https://sumitresearch.com/pidilite-q2fy26-management-concall-update/"  
[X Link](https://x.com/Dixitagg/status/2001519566191763866)  2025-12-18T05:07Z [----] followers, [----] engagements


"@darshanvmehta1 TCS built its FIRST AI MODEL"  
[X Link](https://x.com/Dixitagg/status/2022266228749054377)  2026-02-13T11:06Z [----] followers, [----] engagements


"I had the opportunity to attend ACMA Automechanika New Delhi held at Yashobhoomi (IICC) Delhi. During the event I had the chance to reconnect with the promoters of EMMFORCE AUTOMr. Ashok Meht Sir and his son Mr. Aziz Mehta. EMMFORCE AUTO is a niche automotive components manufacturer specializing in high-precision drivetrain parts for four-wheel-drive and racing vehicles. The company is a major exporter particularly to the USA. @ACMAIndia #automotive #automobile https://twitter.com/i/web/status/2019620479087309060 https://twitter.com/i/web/status/2019620479087309060"  
[X Link](https://x.com/Dixitagg/status/2019620479087309060)  2026-02-06T03:53Z [----] followers, [---] engagements


"SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is investing in AI to CREATE FUTURE REVENUE. Indian IT is using AI to PROTECT CURRENT MARGINS. Same technology. Different priorities. Very different futures. #Technology #ArtificialInteligence #nasdaq #Amazon #googlegemini https://twitter.com/i/web/status/2019632588697268337 https://twitter.com/i/web/status/2019632588697268337"  
[X Link](https://x.com/Dixitagg/status/2019632588697268337)  2026-02-06T04:41Z [----] followers, 24.6K engagements


"THESE COMPANIES MAKE MORE PROFIT THAN MOST COUNTRIES  [--]   1.Alphabet (Google): [-------] crore [--]. Apple: [-------] crore [--]. Microsoft: [------] crore 4.NVIDIA: [------] crore 5.Saudi Aramco: [------] crore [--]. Amazon: [------] crore 7.Berkshire Hathaway: [------] crore 8.Meta Platforms: [------] crore [--]. JPMorgan Chase: [------] crore 10.TSMC: [------] crore #Google #applemedia #Microsoft #aramco #Metaverse #Amazon #SemiconductorTech https://twitter.com/i/web/status/2021797250771632429 https://twitter.com/i/web/status/2021797250771632429"  
[X Link](https://x.com/Dixitagg/status/2021797250771632429)  2026-02-12T04:03Z [----] followers, [----] engagements


"TECH RUNS THE WORLD HERES THE PROOF    TOP [--] COMPANIES MARKET CAP 1.NVIDIA: [---] lakh crore 2.Alphabet: [---] lakh crore [--]. Apple: [---] lakh crore [--]. Microsoft: [---] lakh crore [--]. Amazon: [---] lakh crore 6.TSMC: [---] lakh crore 7.Meta Platforms: [---] lakh crore 8.Broadcom: [---] lakh crore 9.Saudi Aramco: [---] lakh crore 10.Tesla: [---] lakh crore #nvidia #Google #AmazonPrime #tesla https://twitter.com/i/web/status/2022160167014740388 https://twitter.com/i/web/status/2022160167014740388"  
[X Link](https://x.com/Dixitagg/status/2022160167014740388)  2026-02-13T04:05Z [----] followers, [----] engagements


"PUBLIC SELLING. INSTITUTIONS BUYING. SMART MONEY AT WORK. STOCKS BOUGHT BY FII/DII IN Q3FY26 [--]. BSE [--]. Swiggy [--]. RBL Bank L [--]. Jamna Auto Industries [--]. CDSL [--]. Anand Rathi Wealth [--]. Craftsman Automation [--]. Can Fin Homes [--]. Latent View Analytics [--]. Repco Home Finance   FII-DII  Note : Above does not include Preferential /Promoter Selling etc #FII #DII #StocksToWatch https://twitter.com/i/web/status/2022489824343826473 https://twitter.com/i/web/status/2022489824343826473"  
[X Link](https://x.com/Dixitagg/status/2022489824343826473)  2026-02-14T01:55Z [----] followers, 26.6K engagements


"HIGH MUTUAL FUND EXPOSURE TO IT AMID ONGOING SECTOR CORRECTION [--]. SBI Nifty [--] ETF Infosys : [----] Cr [--]. SBI Nifty [--] ETF TCS : [----] Cr 3.Parag Parikh HCL Tech : [----] Cr 4.Motilal Oswal Midcap Persistent : [----] Cr 5.Motilal Oswal Midcap Coforge : [----] Cr 6.Kotak Midcap Mphasis : [----] Cr [--]. SBI Nifty [--] ETF Tech Mahindra : [----] Cr [--]. HDFC Smallcap Eclerx : [----] Cr [--]. SBI Nifty [--] ETF Wipro : [----] Cr [--]. Kotak Midcap OFSS : [----] Cr      #MutualFunds #ITStocks #SectorCorrection #MarketRisk #PortfolioWatch #EquityMarkets #EarningsCycle #InvestorCaution"  
[X Link](https://x.com/Dixitagg/status/2022591605572850027)  2026-02-14T08:39Z [----] followers, [----] engagements


"BLS INTERNATIONAL Q3FY26 CONCALL Financials Q3FY26: Revenue [---] cr (+44% YoY) EBITDA [---] cr (+25%) PAT [---] cr (+33%) 9MFY26: Revenue [----] cr (+46%) EBITDA [---] cr (+35%) PAT [---] cr (+36%) Cash & returns Cash & equivalents [----] cr (up QoQ) Interim dividend 2/share; management reiterated steady payout intent Visa & Consular (core business) Q3 revenue [---] cr (+20%) applications [----] lakh (+18%) EBITDA [---] cr 40% margin (+275 bps YoY) Net revenue per application [----] (+19%) Margin expansion driven by shift from partner-led to self-managed model Strong wins: Slovakia (global) MEA IndiaChina Cyprus"  
[X Link](https://x.com/Dixitagg/status/2022695488387265003)  2026-02-14T15:32Z [----] followers, [----] engagements


"@TradexWhisperer Any other pick with current valuations to play this theme"  
[X Link](https://x.com/Dixitagg/status/2022696369186820492)  2026-02-14T15:36Z [----] 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


"@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 😂😂"  
[X Link](https://x.com/anyuser/status/1898303797878718589)  2025-03-08T09:24Z [----] 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


"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 🔹 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 [----] 🔹 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


"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


"CON CALL SAMBHAV STELL Q1 FY26 🔹 Strong Q1 FY26 Performance: Revenue: [---] Cr (+69% YoY +13% QoQ) Highest ever EBITDA: [--] Cr (+58% YoY) Margin: 13% PAT: [--] Cr (+35% YoY +103% QoQ) Sales Volume: [-----] MT vs [-----] MT YoY 🔹 Business Highlights: Fully integrated steel manufacturer based in Chhattisgarh Product mix: ERW pipes GI/GP coils SS coils sponge iron HR coils Dealer network: 700+ dealers [--] distributors across India In-house power generation (25 MW) ensures energy self-reliance 🔹 Strategic Expansion Plans: Kuthrel facility already operational; doubling capacity of SS & GP coils by Q4"  
[X Link](https://x.com/anyuser/status/1950422981059989653)  2025-07-30T05:07Z [----] followers, [----] engagements


"CON CALL PCBL Q1 FY26 Revenue [----] Cr EBITDA [---] Cr (+2.5% QoQ) PAT [--] Cr  Sales: 1.54L MT (+2.6% QoQ) 10% Specialty EBITDA/MT: [-----] Exports: 41% of volume  Revenue [---] Cr EBITDA [--] Cr Volumes +9% YoY FY26 EBITDA guidance: [---] Cr  Generation: [---] MUs (+11% YoY) EBIT up [--] Cr QoQ & & [---] Cr annual capex plan Focus on specialty black battery chemicals acetylene black Nanovace pilot by CY-end US patent granted for energy storage tech  Target [--] Mn T capacity by FY28 Focus on exports margin improvement & specialty shift @SumitResearch #PCBL #StockMarket #StockMarketUpdate"  
[X Link](https://x.com/anyuser/status/1950794954596405544)  2025-07-31T05:45Z [----] followers, [----] engagements


"Capacity Additions: [---] GW in Q1; [---] GW in LTM. CapEx [----] Cr. Energy Sales: +42% YoY to [----] BU. Power revenue [----] Cr (+31%). EBITDA: [----] Cr (+31% YoY); margin 92.8%. Cash profit [----] Cr. Gross Block: [-----] Cr; annualized EBITDA run-rate [-----] Cr. Merchant Tariffs: Solar 2.20/unit () Wind 5.70/unit (). Gross Debt: [-----] Cr; cost of borrowing 9.19.2%. Project Pipeline: [----] GW (31.5 GW PPA-backed). BESS & PSP: [--] GW PSP target intact; BESS strategy in place. Execution: No major labour/transmission issues; strong infra at Khavda. ESG: #1 in FTSE Russell CRISIL NSE ESG ratings. Outlook:"  
[X Link](https://x.com/anyuser/status/1951556736940142794)  2025-08-02T08:12Z [----] followers, [----] engagements


"Revenue +17.5% YoY (CC); EBITDA margin at 21.4%. PAT [--] Cr (+68% QoQ); Utilization at 78.9% (9-qtr high). BFSI now top vertical (26% rev); GenAI +90% YoY broke even. Active clients: 285; repeat biz 94%. US share down to 60% (from 75%); India & APAC growing. Focus: Digital GenAI automation (28% of rev). Guidance: Double-digit growth; 2022% EBITDA margin. @SumitResearch #StockMarket #stockmarketsindia"  
[X Link](https://x.com/anyuser/status/1952618945007001946)  2025-08-05T06:33Z [----] followers, [----] engagements


"📦     (  💰) [--]. China $121B [--]. Russia $67B [--]. USA $42B [--]. UAE $37B [--]. Saudi Arabia $34B [--]. Iraq $29B [--]. Indonesia $24B [--]. S. Korea $19.6B [--]. Japan $18.7B [--]. Switzerland $18.5B @SumitResearch #tarriffwar #TarrifsOnIndia #import #TrumpTariff"  
[X Link](https://x.com/anyuser/status/1953476925134926318)  2025-08-07T15:22Z [----] followers, [----] engagements


"Volumes +10% YoY; revenue +1% (821 cr). Core EBITDA [--] cr (+43%) margin 10.4%. [---] new showrooms signed; rural brands +60% YoY. E-com +66%; strong GCC growth. [---] cr synergy savings from Kurlon; [--] cr more by FY26-end. Net debt [------] cr; aiming [------] cr cut. Furlenco PAT [--] cr; revenue target [------] cr FY27. Guidance: 15% topline CAGR 1415% margin @SumitResearch #sheelafoam #turnaround #StockMarket"  
[X Link](https://x.com/anyuser/status/1954047543853142510)  2025-08-09T05:10Z [----] followers, [----] engagements


"1. Financials Revenue 851Cr (5% YoY) EBITDA 203Cr (19% margin 4.3%) Adj. PAT 132Cr (7%). [--]. BEV Business BEV revenue share fell to 28% (from 33% YoY) due to: EU EV client revenue delay (term change Q1 Q2) Weak demand at a large global EV customer Chinas rare earth ban disrupting motor production US 25% auto tariff slowing orders [--]. Strategic Diversification Non-auto share doubled QoQ to 20% (Railways off-highway). India is now largest market (37%) NA at 34% Asia up to 8% on China push. [--]. Order Book 🚀 Record 26200Cr order book (75% EV) New wins 2800Cr incl. 1500Cr BEV driveline order (NA OEM"  
[X Link](https://x.com/anyuser/status/1954402108243120514)  2025-08-10T04:39Z [----] followers, [----] engagements


"Financials (Standalone): Revenue [----] bn (+36% YoY) PAT [---] mn (+51% YoY) EBITDA margin 18.7% (vs 17.17% YoY). Order Book: [-----] bn Generators/Motors [----] bn Railways [----] bn Hydro spares [----] bn Turkey [----] bn. Order Inflow: [----] bn (+32% YoY) with 66% exports (US/EU-led data center & AI demand). Guidance: FY26 target [--] bn but management expects to exceed; FY27 view [--] bn. Tariff Update: US imposing up to 50% duty on generators from India; mitigation via Turkey plant (cost still 20% lower vs EU/Japan). Segmental Trends: Steam Turbine Generators: 1012% growth; healthy pipeline. Gas Turbine"  
[X Link](https://x.com/anyuser/status/1955127996517327045)  2025-08-12T04:43Z [----] followers, [----] engagements


"Sugar 347cr (-14%) on lower quota recovery at 8.02% realizations 41.99/kg. CPG 192cr (-11% staples +33% YoY) with value-added & browns expansion to 2L outlets. Distillery 296cr (+13% [---] LL sales high utilization) lobbying for ethanol price hike. Refinery 908cr (-25%) PBT 0.67cr. Co-gen 7.5cr Nutraceuticals down YoY. Macro: Mild global surplus from Brazil India Thailand; prices $0.16/lb (vs $0.215). Brazil may switch to ethanol if prices stay low; EU output down. India output [----] MMT consumption [----] MMT [---] MMT to ethanol stocks [---] MMT; good monsoon supports crop outlook. Outlook:"  
[X Link](https://x.com/anyuser/status/1955871535883018270)  2025-08-14T05:58Z [----] followers, [----] engagements


"Focus: Premiumization geographic expansion operational efficiency; premium segment outpacing IMFL. Launches: Hillfort Whiskey & Nicobar Gin (FY26 target 1520k cases) CP Vodka (MP share 56% target 1516%) Titanium Vodka refresh; upcoming RTD premium brandy tequila. Expansion: New states Maharashtra UP Goa Puducherry; Kerala growth continues. Ops: Malt plant commissioned; maturation facility ethanol integration for quality & cost control. Q1 FY26: Revenue [---] cr (+6% YoY) EBITDA [--] cr (+32% 14% margin) PAT [--] cr. CapEx: [---] cr (maturation upgrades UP greenfield). Outlook: Confident on margins"  
[X Link](https://x.com/anyuser/status/1956274789498437941)  2025-08-15T08:40Z [----] followers, [----] engagements


": Revenue 703cr (7.6% YoY) due to muted demand/regulations. EBITDA 142.6cr (+13.6% margin 20.3%). PAT 96.8cr (+15.7%). Margin gains from cost efficiency soft commodities & price hikes (712%). Other income 50cr (surplus cash). : CEV Stage V shift drove price hikes & muted demand (pre-buying in FY25 monsoon macro tensions). Cranes revenue 605cr (12% YoY) but margins up; Agri +8%; tower cranes & forklifts volumes . & : Exports 27cr; target 67% FY26 1015% medium term. Defence order execution from Q3; 5070cr FY26 200cr FY27. Defence+exports to form 10% revenues. : Hydra-type 7075% share; new-gen"  
[X Link](https://x.com/anyuser/status/1958012812229480513)  2025-08-20T03:46Z [----] followers, [----] engagements


": Revenue [---] cr (+10% YoY) PAT [--] cr (+24% YoY) EBITDA margin 11%. Gross margin 59.7% (down [--] bps YoY up [--] bps QoQ). : Products: Double-digit growth; economy & premium water purifiers + strong robotics (VC up 52%). Services: Double-digit bookings AMC mix improving; digital AMC share 66%. Revenue lag due to amortization. : Penetration (EWP only 6% in India) premiumization (IoT 2-year filters new region-specific filters). Robotics-led VC growth. Service digitalization & multi-year AMCs. & : Cost discipline intact; service costs front-loaded but margins expected to expand in FY26 (not"  
[X Link](https://x.com/anyuser/status/1958382193941819417)  2025-08-21T04:14Z [----] followers, [----] engagements


"Financials & Guidance Revenue: [-----] Cr (+12.9% YoY) EBITDA Margin: 19.4% (+112 bps YoY) Guidance: 19.420% PAT: [----] Cr (+43.4% YoY) Volumes: Quartz sinks +22% Steel sinks +9.5% Appliances/Faucets +55% Quartz Sinks IKEA: 75% of global non-US supply starting Q3FY26 US: Lowes stores (1800+) resilient despite tariffs; prepared for 50% tariff risk Capacity: From 10L to 12.5L units by Q1FY27; potential revenue +140 Cr Steel Sinks Utilization: 95% expansion to 2.5L units by Q4FY26 OEM foray for global brands; major RFQ bid could require additional capacity Appliances & Faucets Kitchen hoods"  
[X Link](https://x.com/anyuser/status/1959536261598945707)  2025-08-24T08:40Z [----] followers, [----] engagements


"() Total Revenue: [---] Cr (+62% YoY); Core business [---] Cr (+41%) Growth business [--] Cr (34x). EBITDA: [--] Cr (4x YoY); margin expanded to 36% (vs 13% YoY). PAT: [--] Cr; Operating Cash Flow: [--] Cr supported by upfront subscriptions. Recurring Revenue: 90% with 93% contribution margi  Customers: [---] lakh monthly users (+14% YoY); [---] lakh power users (+25%). GTV (Payments): [----] Cr (+28% YoY). Engagement: Avg. [--] min/user; strong retention base.  SuperLoads Marketplace: Scaling rapidly; digitizing $200B freight market currently in [--] hubs. Licenses: PPI license approved; Insurance license renewed"  
[X Link](https://x.com/anyuser/status/1959834085104480507)  2025-08-25T04:23Z [----] followers, [----] engagements


"1. Financial Performance Revenue: [-----] Cr (+31.2% YoY) EBITDA: [----] Cr (+22.6% YoY); Margin: 12.76% (vs 13.73% YoY) PBT: [----] Cr (+89% YoY) driven by higher revenue & lower interest costs Segmental Revenue: Cranes: [-----] Cr (+36% YoY) Tractors: [-----] Cr (+24.6% YoY) Unit Sales: Cranes [---] units; Tractors [---] units [--]. Capacity Expansion & Capex Baddi Plant Expansion: +3600 crane units; Capex: [--] Cr; Trial production by Jan [----] Current Capacity: [--------] units/year at near 100% utilization Tower Cranes: Prototype in [--] months; [---] units targeted in FY27 [--]. Product Portfolio & Tech Cranes:"  
[X Link](https://x.com/anyuser/status/1960583738619834845)  2025-08-27T06:02Z [----] followers, [----] engagements


"India: Highest US tariff rate in Asia (50%) driven mainly by secondary tariffs. China: 30% tariff mostly from the US-China trade war truce. Laos & Myanmar: 40% tariff from reciprocal rates (tariffs applied in response to their barriers). Brunei Bangladesh Sri Lanka Taiwan Vietnam Cambodia Indonesia Malaysia Pakistan Philippines: Tariff range mostly 2030%. Thailand Japan South Korea: Lowest tariff range (1520%). India stands out because its secondary tariff rate is significantly above all peers. @SumitResearch #TrumpTariff #IndiaUSTariff #trump #IndianEconomy #india #USA"  
[X Link](https://x.com/anyuser/status/1960676802583781844)  2025-08-27T12:12Z [----] followers, [----] engagements


"Financials Revenue :30% YOY PAT:42% YOY Key Deliveries & Milestones Delivered 3rd Survey Vessel (Large) 1st ASW Shallow Water Craft and 1st P-17 Alpha Frigate (largest built by GRSE ahead of schedule). Completed refits of Sagardhwani & Kalpeni; Mauritian Coast Guard Barracuda refit in progress. 1st indigenous 30mm naval surface gun trialed successfully. L1 for [-----] Cr Next Generation Corvette project; contract FY26. Order Book & Pipeline [-----] Cr order book (86% defense 9% research 5% exports). Major projects: P-17 Alpha ASW SWC NGOPV research vessels hybrid ferries dredger German"  
[X Link](https://x.com/anyuser/status/1962454522443465147)  2025-09-01T09:56Z [----] followers, [----] engagements


"Financial Performance Consolidated Revenue: [----] Cr (+15% YoY) EBITDA: [---] Cr (+26% YoY) PAT: [---] Cr (+42% YoY) Segment Performance Hospitals: Revenue: [----] Cr (+11%) EBITDA margin: 24.5% (+88 bps) ARPP: 1.72L (+9%) Tariff +45% rest case-mix ALOS down 6% capacity boost; occupancy 65% to rise as volumes ramp Target margin: 25%+; new hospitals breakeven in [--] months Apollo HealthCo (Pharmacy + Digital): Revenue: [----] Cr (+19%) EBITDA: [--] Cr (vs [--] Cr) Digital GMV guidance: [--------] Cr FY26 Breakeven Q4 FY26 Offline pharmacy: +600 stores/year; PL share 14.6% rising AHLL (Diagnostics Clinics):"  
[X Link](https://x.com/anyuser/status/1962824525625893230)  2025-09-02T10:26Z [----] followers, [----] engagements


"Financials Revenue: [----] cr (+28% YoY) EBITDA: [---] cr (+19% YoY) margin 26.2% PAT: [---] cr (+17% YoY Segment Performance Defense: [---] cr (+115% YoY); order book [-----] cr. Pinaka execution from Q2/Q3 key H2 driver. 155mm artillery shells: commercial production very soon. Loitering munitions (Nagastra) Bhargavastra & Rudrastra progressing toward qualification. International: [---] cr (+43% YoY) record; 38% of sales. South Africa turnaround; Kazakhstan plant to start by Oct-25. Commercial Explosives (Domestic): Weak due to early monsoon & mild heatwaves. Mgmt sees revival post-monsoon. Strategic"  
[X Link](https://x.com/anyuser/status/1963859563029090372)  2025-09-05T06:59Z [----] followers, [----] engagements


"Financials Revenue: [---] cr (+17% YoY) EBITDA: [--] cr (+18% YoY) margin 13% (in guidance band 1315%) PAT: [--] cr (+20% YoY margin 9%) Net Cash: [---] cr; RoCE 18% RoE 15% Dividend: 4/share (200% FV) 10th straight quarter net cash positive Orders & Pipeline Order Book: [-----] cr (5x annual revenue) 98% backed by payment security. Mix: 40% international 75:25 municipal vs industrial O&M share 20%. Key Wins: Saudi Arabia Yanbu Desalination: [----] cr [---] MLD (largest-ever order). BWSSB (Bangalore): [---] cr DBOT advanced reuse. Pipeline: [----] cr preferred bidder status (ex-Yanbu). Active bids across India"  
[X Link](https://x.com/anyuser/status/1964925787230155263)  2025-09-08T05:36Z [----] followers, [----] engagements


"Financials : Consolidated: Revenue [----] cr (+8% YoY) PBT [---] cr (+38% YoY). Feed: [----] cr (flat YoY +28% QoQ); PBT [---] cr; volumes 166K MT. Processing/Exports: [---] cr (+56% YoY); volumes 4.2K MT; PBT [--] cr (flat YoY). Trends: Q1 margins aided by lower RM; costs rising again (fish meal 105/kg SBM 47/kg wheat 35/kg). Q2 hit by rains/disease recovery underway. US Tariffs: 50% duty from Oct; short-term impact limited but long-term volumes at risk. Processing expansion paused. Strategy: Diversify to Japan/EU/Canada; domestic shrimp push; focus on higher-margin value-added products. FY26 Outlook:"  
[X Link](https://x.com/anyuser/status/1965685757529735407)  2025-09-10T07:56Z [----] followers, [----] engagements


"Revenue [---] cr (+11% YoY) EBITDA [--] cr (+11%) PAT [--] cr (+7%). EV deliveries: [---] units; cumulative [----] (2812 e-buses + [--] e-tippers). Net order book: [-----] buses (MSRTC BEST TSRTC HRTC e-tippers). FY26 guidance: [----] e-buses; H2 to be strongest. New plant (5k buses scalable 10k) ready by Q4; capex [---] cr loan [---] cr. Blade battery buses (30% lighter/cheaper [---] km range) commercial launch Q3. Margins: steady-state 12%; battery cost deflation supportive. PM e-DRIVE tender (10900 buses) Olectra participating. Insulators biz: FY26 rev target [---] cr (+39% YoY) exports 30%. @SumitResearch"  
[X Link](https://x.com/anyuser/status/1966390274411859974)  2025-09-12T06:35Z [----] followers, [----] engagements


". Transaction: Tega acquiring Molycop from AIP; Apollo as minority investor. Enterprise Value: $1.48bn. Closing: Dec [----] / Jan [----]. Structure: Tega infusion $361m (mix of $110m debt $250260m equity). Apollo injects perpetual pref equity at Molycop. Debt: $1bn reduced to $780m; no recourse to Tega. Strategic Fit: Tegas mill liners + Molycops grinding media = full mill optimization. Global footprint: [--] sites 400+ mine customers. Strong cross-sell potential; minimal overlap today. Molycop Overview: Forged media core high-chrome expanding (20kt 200kt target). 83% revenue from gold and copper."  
[X Link](https://x.com/anyuser/status/1967107770706268363)  2025-09-14T06:06Z [----] followers, [----] engagements


"Governance: ID resignation flagged Board process issues (not compliance lapses). Independent review ordered; report in [--] days. Delay in exchange disclosure acknowledged. Board: Current [--] IDs vs [--] promoters; plan to restore 4:4 balance within [--] months. Audit Committee refreshed with ID Mr. Dogra. Financials: One-off 58cr export receivable write-off (Africa FY25). CFO confirmed nil pending; no similar provisions expected in FY26. Strategy: Board approved enabling resolution for real estate/land monetization (1 dissent). Awaiting shareholder nod; details to follow. CSR: 40cr spent in [--] yrs;"  
[X Link](https://x.com/anyuser/status/1968949873006543358)  2025-09-19T08:06Z [----] followers, [----] engagements


"& :   : +  :  :  :   :  :   :  @SumitResearch @AdaniOnline #AdaniGroup #Adani #MergersAndAcquisitions #BigDeals #IndiaInc #CorporateNews #Cement #Power #Ports #BusinessIndia #AdaniGroup #ADANIENT #adaniports"  
[X Link](https://x.com/anyuser/status/1970403277780172859)  2025-09-23T08:22Z [----] followers, [----] engagements


":   :.% Mumbai 27% New Delhi 12.63% Bengaluru 5.39% Pune 4% Kolkata 3.49% Next [--] cities 12.61% Next [--] cities 5.48% Next [--] cities 6.53% Beyond [--] cities 18.31% NRIs & Overseas 4.05% Total AUM: [-----] lakh crore Source - AMFI March [----] . @SumitResearch #MutualFunds #AUM #Mumbai #Delhi #Bengaluru #Pune #Kolkata #WealthManagement #InvestmentIndia #AMFI #india #StockMarket #WealthCreation"  
[X Link](https://x.com/anyuser/status/1971433006259966205)  2025-09-26T04:33Z [----] followers, 11.6K engagements


": MEA restricts participation in New Mission Indian tenders for the next [--] years. (): Revenue: [----] Cr EBITDA: [---] Cr (Margin: 31.9%) PAT: [---] Cr (Margin: 27.3%) Mcap:13.8k Cr : Indian tenders contribute 12% to revenue and 8% to EBITDA (Q1 FY26). ( ): Revenue: [----] Cr EBITDA: [---] Cr PAT: [---] Cr (8% decline) EPS: [-----] : At current price [---] PE 2324x Implied Mcap: [----------] Cr Downside potential: 1012% from CMP : Short-term earnings moderation likely due to MEA restrictions. However impact limited to domestic tender business (12% of topline). Global VAS and digital segments continue to drive"  
[X Link](https://x.com/anyuser/status/1977336340199899261)  2025-10-12T11:31Z [----] followers, 14.7K engagements


"()   . Positives: Explosive Growth: Revenue surged 102% YoY and 54% QoQ to [-----] Lakhs driven by strong demand and execution. Solid Profitability: PBT up 144% YoY and PAT up 98% YoY reflecting strong operating leverage. Lower Finance Cost: Down 31% YoY showing better capital management. Negatives: Margin Pressure: EBITDA margin dropped to 12.0% from 16.6% QoQ due to inventory adjustments and higher traded goods. Weak Cash Flow: Operating cash flow halved YoY amid heavy working capital buildup. Guidance Miss: Working capital cycle worsened instead of improving. Verdict: Exceptional topline"  
[X Link](https://x.com/anyuser/status/1977622249298354274)  2025-10-13T06:27Z [----] followers, [----] engagements


"-  (-) .  . : % 1.DIAMOND POWER: 390% 2.ADITYA VISION: 195% [--]. SG FINSERVE: 180% 4.TRIL: 150% [--]. PG ELECTROPLAST: 134% 6.KPI GREEN: 135% 7.SHILCHAR TECH: 130% 8.HBL ENGG: 120% 9.PTC INDS: 115% 10.KPEL: 110% @SumitResearch #WealthCreators #MultibaggerStocks #HighReturnStocks #5YearWinners #WealthCompounding"  
[X Link](https://x.com/anyuser/status/1977945857208274955)  2025-10-14T03:53Z [----] followers, 15.7K engagements


"PROFIT GROWTH: [--] YEAR CAGR STOCK RETURN: [--] YEAR CAGR TATA CHEMICAL PROFIT GROWTH: -47% STOCK RETURN: 24% SOBHA PROFIT GROWTH: -20% STOCK RETURN: 42% GLOBUS SPIRIT PROFIT GROWTH: -16% STOCK RETURN: 28% GRASIM PROFIT GROWTH: -6% STOCK RETURN: 30% JK PAPER PROFIT GROWTH: -5% STOCK RETURN: 35% NHPC PROFIT GROWTH: -2% STOCK RETURN: 34% @SumitResearch #StocksToWatch #NSE #indianstockmarket"  
[X Link](https://x.com/anyuser/status/1978315685706051897)  2025-10-15T04:23Z [----] followers, 11.8K engagements


":     Revenue: [-----] Cr (+3.7% QoQ +2.4% YoY +0.8% CC) EBIT Margin: 25.2% (ex-severance [----] Cr) Net Margin: 19.6%; EPS +8.4% YoY TCV: $10Bn (+6.5% QoQ +16% YoY); large win with Tryg Insurance Growth broad-based across verticals; consumer business stabilized Key Positives: ✅ Strong deal pipeline fewer project deferrals ✅ Cash conversion 110% of net income ✅ Management confident of FY26 growth FY25 ✅ Target EBITM 26% in H2 Strategic Highlights: TCS doubling down on AI with 5-pillar AI-led transformation 1.6L employees trained in AI; AI-first delivery model scaling Announced [--] GW Sovereign AI"  
[X Link](https://x.com/anyuser/status/1978672293019832636)  2025-10-16T04:00Z [----] followers, [----] engagements


". Revenue: [-----] Cr (+2.9% QoQ +1% CC); EBITDA: [-----] Cr (21.1%); PBT: [-----] Cr (22.2%). Transportation (+0.7% QoQ) steady; H2 pipeline strong. Double-digit growth seen in FY27. Media & Comm rebounded (+6.8%) on large-deal ramps (MBC Now); moderation expected in H2. Healthcare (-2.3%) soft on project roll-offs; new Bayer DTC win drives FY27 optimism. System Integration surged +20.5% QoQ on AI infra deals Dell ISG award. Utilization improved to 70% (from 66%); targets 75% by FY26-end aiding margin recovery. Cyber issue with a key auto client delayed September starts but recovery visible."  
[X Link](https://x.com/anyuser/status/1979040605394313724)  2025-10-17T04:23Z [----] followers, [----] engagements


":   Solid Growth: Business up 14% YoY to [----] lakh cr; advances +17% deposits +12% CD ratio 82%. Profitability: Net profit [----] cr (+23% YoY); NII +16%; NIM steady at 3.85%; ROA 1.82% Cost-to-income 37.1%. Asset Quality: GNPA 1.72% NNPA 0.18% PCR 98.3% among the best in PSBs. Credit cost below 1%; ample overlays (3000 cr) and ECL glide path in place. Deposits & CASA: CASA +15% YoY; share 50%; bulk deposits cut 10%. NIM guidance maintained at 3.75%. Loan Mix: Retail & RAM growth strong home +31% gold +47% vehicle +49%; tight underwriting (CIBIL 681). Agri GNPA high but expected to normalize."  
[X Link](https://x.com/anyuser/status/1979417656966156430)  2025-10-18T05:21Z [----] followers, [----] engagements


"()  &  Revenue: [---] cr (+102% YoY); H1 [----] cr (+73%) record high. EBITDA: [--] cr (+82% YoY); margin 12%. PAT: [--] cr (+99% YoY). Trading share up to 2022% (vs 4.5%) pressuring margins. Record fertilizer output (95.8k MT Q2; [---] L MT H1); strong demand 100% CU. FY26 revenue to exceed [----] cr; margin guided at 1314%. Meghnagar capex [---] cr on track (Mar 26). Green ammonia tie-up with NTPC ensures long-term RM security. @SumitResearch #KrishanaPhoschem #KPL #Q2FY26 #EarningsUpdate #FertilizerStocks #AgriSector #RevenueGrowth #RecordPerformance #GreenAmmonia"  
[X Link](https://x.com/anyuser/status/1979806354895437926)  2025-10-19T07:06Z [----] followers, [----] engagements


"✅ 22nd consecutive growth quarter 💰Revenue $406M (+17.6% YoY +4.2% QoQ) [----] Cr (+23.6% YoY) 💹EBIT margin 16.3% (+80bps QoQ) PAT +45% YoY EPS [----] 🏦 BFSI +30% YoY led growth; Hi-Tech +15% Healthcare recovering 🌍 Europe +38% YoY on strong deal ramps 🤖 AI-led pivot gaining traction SASVA ProcessIntel iAura GenAI Hub 💼 Bookings solid: TCV $609M ACV $448M 📊 Mgmt sees FY2627 margin expansion +100bps each year ⚙ Wage hikes next quarter partly offset by higher offshoring @SumitResearch #PersistentSystems #Earnings #AI #Tech #BFSI #ITservices"  
[X Link](https://x.com/anyuser/status/1980916654579364254)  2025-10-22T08:38Z [----] followers, [----] engagements


"&  Performance Snapshot (Q2 FY26): Revenue [----] cr (+55% YoY); EBITDA [----] cr (+67% YoY). PAT [---] cr (-17% YoY) due to higher D&A and interest post capitalization. Cash profits [----] cr (+27% YoY). Capex [----] cr; net debt rose [----] cr QoQ to [-----] cr. Receivables steady at [----] cr; DSO improved to [--] days (vs [--] days YoY). H1 FY26: EBITDA [----] cr (already surpassing FY25 full-year level). PAT [----] cr (+5% YoY); Cash PAT [----] cr. Leverage on operational assets at just under [--] Debt/EBITDA (TTM). Management Guidance: On track for [--] GW capacity by FY26-end; long-term roadmap intact (30 GW gen +"  
[X Link](https://x.com/anyuser/status/1981245084516700209)  2025-10-23T06:23Z [----] followers, [----] engagements


"Revenue: [-----] Cr (+29% YoY) EBITDA: [---] Cr (+34%) PAT: [---] Cr (+27%) Strong growth despite GST-led demand deferral in TVs & appliances. ROCE: 49.1% ROE: 34.3% Net Debt: [---] Cr Key Drivers: Mobile & EMS up 41% YoY; FY27 volume target [----] mn (Vivo Longcheer JVs). Telecom business scaling with US backhaul radio order ($1 bn potential). Rapid progress in display & camera JVs IT hardware (HP ASUS Lenovo) and lighting exports. Outlook: PLI expiry may cause short-term margin dip but strong integration and new verticals position Dixon for [--] lakh Cr sales and 44.5% EBITDA margins in [--] years."  
[X Link](https://x.com/anyuser/status/1981601187326824618)  2025-10-24T05:58Z [----] followers, [----] engagements


".  Financials: H1 revenue [----] cr; EBITDA [---] cr (vs [---] cr YoY). WC release [---] cr; debt down [---] cr; strong dividend policy retained. Volumes & Mix: Carbon black volumes 1.62L MT (+5% QoQ); Intl +6% YoY. Specialty ramp steady; FY26 potential [----] kt. Margins & Tariffs: US tariff (50%) impacts 5% volumes; EBITDA hit [--] cr (partial Q2). Crude fall ($73$63) led to spot discounting; Russian imports (810 kt/month) added pressure. Margins seen bottoming out; recovery from Q3. Strategic Moves: Export rebalancing underway; domestic share tactical. US remains key long-term market (200 kt import"  
[X Link](https://x.com/anyuser/status/1982350146743718032)  2025-10-26T07:34Z [----] followers, [----] engagements


"🔶 Operational Highlights ⚔ Operation Sindoor Impact: Trading equipment orders delayed as systems were deployed in active operations. ✅ Execution Recovery: Q1-delayed orders executed in Q2 cushioning topline impact. 📆 FY26 to remain muted but strong execution visibility from FY27FY28 as backlog clears. 💡 Growth & Strategic Outlook 🛡 Anti-Drone Systems emerging as a core growth driver contributing a larger share going forward. Governments rising defence capex to unlock multi-year growth opportunities. 🌍 New international orders from Africa & CIS nations expanding export footprint. 🎯"  
[X Link](https://x.com/anyuser/status/1982678895368495127)  2025-10-27T05:20Z [----] followers, [----] engagements


"Strong all-round performance with record profitability and robust execution. 🔹 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) Net Cash: [----] bn WC Cycle: [--] days (to normalize to 5055) 🔹 Segmental Snapshot Wires & Cables: +21% YoY; strong domestic & export growth; premium mix pricing power intact. FMEG: Third straight profitable quarter; solar & lighting strong; fans soft; FY30 margin target 810%. EPC: [---] bn revenue (19% YoY); one-off lifted margin to 18.1%; normalized 10%; strong"  
[X Link](https://x.com/anyuser/status/1983421641658081721)  2025-10-29T06:32Z [----] 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


"Financials: Standalone rev 7.64B (+33% YoY); PAT + OCI 989M (+37%) Consolidated rev 8.33B (+42% YoY); PAT + OCI 1.11B (+45%) EBITDA margin 18.4%; Cash 1.93B Order Book & Inflows: 15.9B order book (Generators 12.3B; Motors 3.2B) H1 inflow 9.16B (+39% YoY); Q2 inflow 5.24B (+45% QoQ) 76% exports; run-rate 550cr/quarter Key Segments: Gas turbines/engines: Strongest growth driver; demand surge in US/EU (data centers grid). STG: 1012% growth in India & exports. Hydro: FY27 to be among best years; led by Nepal/Vietnam. Oil & Gas: ADNOC orders ramping; multi-year potential. Railway motors: US/EU"  
[X Link](https://x.com/anyuser/status/1986340989041340915)  2025-11-06T07:52Z [----] followers, [----] engagements


"Q2 & H1 FY26 Summary Q2: Revenue [---] cr (+20% YoY); Agro +27% Non-Agro -11%. GM 34.5% (+690 bps) EBITDA [---] cr (+71%) margin 15% PAT [--] cr (+75%). H1: Revenue [----] cr (+23%) EBITDA [---] cr (14.7% +69%) PAT [---] cr (+212%). Balance Sheet: WC [--] days (-34 days vs Mar-25); ROCE 21.6% ROE 17.5%; debt-free with [---] cr cash. FY26 Outlook: GM to stay similar; EBITDA margin 1518%; stronger H2 expected. Strategic Moat: [----] product registrations (Europe 1670; NAFTA 317; LATAM 759) with [----] pending; FY26 capex [------] cr toward new registrations. Regulatory barriers and flexibility in product portfolio"  
[X Link](https://x.com/anyuser/status/1986657323449000369)  2025-11-07T04:49Z [----] followers, [----] engagements


"Q2 Revenue: [----] cr (+19.5% YoY) EBITDA: [---] cr (+106%) PAT: [---] cr (+135%) Margin: 8.1% vs 4.7%. H1 Revenue: 4000+ cr (+16.7%) EBITDA: [---] cr (+76%) PAT: [---] cr (+81%). Wires & Cables: Q2 [----] cr (+22% YoY); segment profit [---] cr (vs [--] cr). Volume +16% YoY; margin +100 bps YoY; H2 to be stronger. FMEG: [---] cr vs [---] cr YoY; losses stable; breakeven by Q4 FY26. Exports: +20% YoY; Europe & Middle East = 7580%; US dip to 6% due to tariffs. Capex: [----] cr (80% for cables up to [---] kV); utilization 70% wires / 90% cables. Guidance: H2 H1; FY26 EBIT +100 bps YoY; FY28 goal 10.511% EBIT. Project"  
[X Link](https://x.com/anyuser/status/1987059456178303347)  2025-11-08T07:27Z [----] followers, [----] engagements


"Revenue [---] cr (+6.7% YoY) EBITDA [--] cr (28.6%) PAT [--] cr (20.5%). H1: Revenue [---] cr (+12%) EBITDA [---] cr (+20.8%) PAT [--] cr (+38.6%) margin 27.6%. 70%+ revenue from wastewater; in-house execution supports strong margins. Order book: [----] cr; O&M: [---] cr; FY26 inflows [----] cr; pipeline [----] cr. Guidance: Revenue +3540% EBITDA 2224% inflows [----] cr. Renewables: [--] MW Odisha (Apr26) [--] MW Maharashtra (Jun26); FY26 [---] cr revenue 1820% margin. Debtor days 49; unbilled to normalize; positive FY26 OCF expected. Collateral ratio down 35%15%; moderate project debt rise. JJM MP projects near"  
[X Link](https://x.com/anyuser/status/1987467195786695073)  2025-11-09T10:27Z [----] followers, [----] engagements


"Q2 FY26 (Consolidated): Revenue [---] cr (+14% YoY) EBITDA [---] cr (+12% YoY; 21.7% margin) PAT [--] cr (15.2% margin). Order intake [---] cr (+28% YoY; Domestic [---] cr Overseas [---] cr). H1 FY26 (Adjusted): Revenue [----] cr (vs [---] cr) EBITDA [---] cr (22.1% margin). One-offs: [---] cr (arbitration + MTM gains). Reported PAT [---] cr. Gear Division (76% of revenue): Revenue [---] cr (+9%) EBIT [--] cr (19.2% margin). Order intake [---] cr (+15%) order book [---] cr. Margins to normalize to 25% in FY26; large [--] cr power sector order won. MHE Division: Revenue [---] cr (+33%) EBIT [--] cr (25.7% margin). Order intake"  
[X Link](https://x.com/anyuser/status/1987758774384476614)  2025-11-10T05:46Z [----] followers, [----] engagements


"Performance & Margins Revenue up 5% YoY to [----] cr; core EBITDA margin 10% in both Q1 & Q2. Mattress volumes +13% outpacing foam (+9%); B2C mix rose to 55% (+500 bps YoY). FY26 topline growth guided at 1215% with EBITDA margin to rise to 1212.5% in FY27 and 1415% in FY28. Synergies & Cost Savings [---] cr synergy benefits realized; balance [--] cr tied to new fiber tech installations by Q3P&L gains in Q4. Gross margin to improve from 44% 46% as efficiencies flow through. Distribution & Retail Push [---] EBOs added in H1; target [---] adds in FY26. Long-term ambition: [-----] outlets in [--] yrs"  
[X Link](https://x.com/anyuser/status/1987873381811970368)  2025-11-10T13:22Z [----] followers, [----] engagements


"Financials: Revenue [---] cr (+14% YoY) EBITDA [---] cr (+24% YoY; 13.1% margin) PAT [--] cr (+32% YoY). Volumes [--] mn cases (+8% YoY); realizations +3.8%. P&A mix 47.1% (vs 39.7% YoY); P&A volumes +29% YoY. Category: Mass Premium: OC gained share despite industry weakness; Telangana disruption to normalize by Dec25. P&A: Strong ICONiQ growth (2 YoY) SRB7 revival by Q4; new Prestige brandy Golden Mist and vodka planned; mix likely to hit 50% before FY28. Markets & Regulation: Telangana recovery from Dec; IMFL price hike awaited. Maharashtra volumes 20% post policy change. Andhra volumes [--] YoY. UK"  
[X Link](https://x.com/anyuser/status/1988149405330133435)  2025-11-11T07:38Z [----] followers, [----] engagements


"Revenue: [---] cr (-54% QoQ -21% YoY); H1 [---] cr (+40% YoY). EBITDA margin: 33% (Q2) 34% (H1 +300 bps YoY). PAT margin: 32% (Q2 boosted by [--] cr other income). Debt-free; liquidity: [---] cr. Gross margin: 65% (Q2; inflated due to inventory build-up; only 55% of CMI production sold). Segment Highlights CMI: [--] cr (-17% QoQ); H1 [---] cr (flat YoY). Shipment delays (60 days) defer revenue; remaining 45% sales to reflect in Q3. New iodinated intermediates (MRI NCE ABA HCl) commercialized; another in Q4 FY26. PI-API: [--] cr (-80% QoQ phasing); H1 [---] cr (+113% YoY). Driven by bempedoic acid; strong"  
[X Link](https://x.com/anyuser/status/1988457518600012056)  2025-11-12T04:03Z [----] followers, [----] engagements


"Revenue: [----] cr (+9% YoY); EBITDA: [---] cr (flat YoY); PAT: [---] cr; margin 7.1%. Headwinds: IPA & Ammonia drag margins (EBITDA 18%15%); TAN & Crop Nutrition steady. Specialty push: Specialty/solutions now 22% of revenue; Crop Nutrition specialty 2835%; B2C TAN 14% (+33% YoY). Capex: [---] cr H1; Gopalpur TAN (87%) & Dahej Nitric Acid (70%) due Q4 FY26; ROCE 20% at steady state. Balance sheet: Net debt [----] cr; ND/EBITDA 1.74; peak debt [----] cr guidance. Ammonia turnaround: Prices $400/t; +10% capacity Q4; Equinor LNG (May 26) to cut costs. IPA recovery: Expected Q4 on pharma-grade pivot & trade"  
[X Link](https://x.com/anyuser/status/1988577035992916147)  2025-11-12T11:58Z [----] followers, [----] engagements


"Revenue [---] cr (flat YoY +11% QoQ); EBITDA [---] cr (+7% YoY 19.4% margin); PAT [---] cr (+13.3% margin). Strong pricing (89%) and mix shift to new-gen cranes offset 18% YoY volume decline. Management: Worst is behind. Expects flattish-to-single-digit growth in FY26 with stronger H2 (5560% of sales) and marginally better margins. Heavy Cranes: Anti-dumping duty (Zoomlion 26% others 52%) expected by Dec; JV with Kato Works ready to launch post-notification could lift ACEs 34% share toward 4050% in [--] years. Defense: [---] cr forklift order delayed to FY27 due to emission-spec approval; other"  
[X Link](https://x.com/anyuser/status/1988927072501469378)  2025-11-13T11:09Z [----] followers, [----] engagements


".  1.TATA MOTORS PVEH : [-------] 2.TATA MOTORS : [-------] 3.YES BANK : [-------] 4.VODAFONE IDEA : [-------] 5.SUZLON ENERGY : [-------] 6.TATA STEEL : [-------] 7.IRFC : [-------] [--]. JIO FINANCIAL : [-------] 9.TATA POWER CO. : [-------] INDUSTRIES : [-------]       . NOTE- SHAREHOLDING PATTEREN OF SEP [----] . NO RECOMMENDATION. #Retail #fiidii #shareholder #expectations #return #StockMarketIndia #stockmarketnews http://10.RELIANCE http://10.RELIANCE"  
[X Link](https://x.com/Dixitagg/status/2002977125884944630)  2025-12-22T05:38Z [----] followers, [----] engagements


"FEAR BUYS GOLD. CONVICTION BUYS STOCKS.    [--]. USA 8134T [--]. Germany 3352T 3.🌐 IMF 2814T [--]. Italy 2452T [--]. France 2437T [--]. Russia 2330T [--]. China 2295T [--]. Switzerland 1040T [--]. India 880T [--]. Japan 846T Gold holding of nations in [----]. Source - World Gold Council. #Gold #CentralBanks #GlobalEconomy #GoldPrice https://twitter.com/i/web/status/2013471094687309982 https://twitter.com/i/web/status/2013471094687309982"  
[X Link](https://x.com/Dixitagg/status/2013471094687309982)  2026-01-20T04:38Z [----] 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/Dixitagg/status/1938262682802508069)  2025-06-26T15:46Z [----] followers, 27.1K 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/Dixitagg/status/1942669013190074686)  2025-07-08T19:36Z [----] followers, [----] engagements


"%    GEMS AND JEWELLERY AUTOMOBILES AND COMPONENTS ELECTRONICS TEXTILE CHEMICALS  IT SERVICES FMCG TELECOM REAL ESTATE BANKS POWER @SumitResearch #trump #Tradewars #india"  
[X Link](https://x.com/Dixitagg/status/1950534758238154806)  2025-07-30T12:31Z [----] followers, 105.2K engagements


"My mother Neelam Aggarwal (Star Health Policy: 3102112302057677) fell on [--] Jun [----] & was advised [--] wks bed rest as her knees were badly injured. In Aug when she could barely stand we consulted Alchemist Panchkula & multiple doctors. All recommended urgent knee replacement due to the same injury. Despite submitting all medical records bills & surgery details clearly linking it to the [--] Jun accident Star Health denied the claim citing Duration not ascertainable. We arranged funds urgently from friends expecting insurance support. Is health insurance just to collect premiums on time while"  
[X Link](https://x.com/Dixitagg/status/1961039381554499655)  2025-08-28T12:13Z [----] followers, 13.8K engagements


". [--]. Action Construction 2.Aegis Logistics 3.Allied Blenders 4.Anup Engineering 5.Bliss GVS Pharma 6.DB Corp 7.Enviro Infra 8.Hariom Pipe 9.Khaitan Chemical 10.Kilburn Engg 11.Kross [--]. La Opala 13.Maharashtra Seamless [--]. Man Infra 15.Nahar Poly 16.Paushak 17.Pitti Engg 18.Rain Industries 19.Royal Orchid Hotel 20.SEAMEC Ltd 21.Senores Pharma 22.Shakti Pump 23.Shoppers Stop 24.SKM Egg 25.Som Distillers 26.STEL Holding 27.Suraksha Diagnostics [--]. Tokyo Plastic 29.Ugar Sugar 30.Yash Highvoltage @SumitResearch #StocksToWatch #Stocks #BSE #stockmarketsindia"  
[X Link](https://x.com/Dixitagg/status/1961647292974338237)  2025-08-30T04:28Z [----] followers, [----] engagements


"-  Hair oil shampoo toothpaste shaving cream: 18% 5% Butter ghee cheese namkeens utensils diapers sewing machines: 12% 5% Farmers & Agriculture Tractor tyres tractors bio-pesticides drip irrigation agri machines: 1218% 5% Healthcare Health & life insurance: 18% Nil Thermometer oxygen kits glucometers spectacles: 12% 5% Automobiles Cars (Petrol Diesel Hybrid LPG CNG) bikes 3-wheelers: 28% 18% Education Maps charts pencils notebooks erasers: 512% Nil Electronic Appliances ACs TVs monitors washing machines: 28% 18% Process Reforms Faster registration & provisional refunds Zero-rated supplies &"  
[X Link](https://x.com/Dixitagg/status/1963286833212833978)  2025-09-03T17:03Z [----] 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% [--]. LT Food 38% @SumitResearch #h1bvisa #h1bnews #indiaustradedeal #VisaFee #ImmigrationPolicy #USImmigration #TechWorkers #VisaReform #VisaUpdate #PolicyChange"  
[X Link](https://x.com/Dixitagg/status/1969316679814693184)  2025-09-20T08:24Z [----] followers, [----] engagements


"'  1) [--] Aug [----] (GST [---] Reforms) 2) [--] June (6:00 PM) : COVID-19 Free Vaccination 3) [--] March [----] (8:00 PM) : COVID-19 Lockdown 4) [--] Aug [----] (8:00 PM) : Article [---] Abrogation 5) [--] Nov [----] (8:00 PM) : Demonetisation STAY TUNED - ANOTHER ANNOUNCEMENT IS ON ITS WAY TODAY AT [--] PM. @SumitResearch #GSTReform2025 #DiwaliGiftForIndia #EaseOfLiving #AtmanirbharBharat #TaxRelief #EconomicGrowth #PMModi #IndiaEconomy #GST2point0 #ModiAt75 #Modi"  
[X Link](https://x.com/Dixitagg/status/1969665700185981394)  2025-09-21T07:31Z [----] followers, 18.1K engagements


"Production Target: [----] Mtpa ore by FY31 (8090 kt MIC vs [--] kt now). Mine Ramp-Up: Malanjkhand [--] Mtpa Khetri [---] Mtpa Jharkhand cluster [---] Mtpa (Rakha via MDO Kendadih soon Surda restarted). Costs: $50006000/t MIC globally competitive. Capex: INR [----] cr to FY31 (mainly Malanjkhand); Rakha MDO capex INR [--------] cr (off-balance sheet). Pricing: Linked to LME current negative TCRC boosting realizations (non-sustainable). Strategy: More MDOs Codelco partnership for mining/geology upgrades. Leases: Secure till [------]. 📈 Outlook Strong volume growth ahead cost curve competitive domestic demand"  
[X Link](https://x.com/Dixitagg/status/1972576155497849110)  2025-09-29T08:16Z [----] followers, [----] engagements


"(%) :  1.ROSSARI BIOTECH: -4% 2.NATCO PHARMA: -3% 3.INDIAMART:-1% 4.ROUTE MOBILE:0% 5.INFIBEAMS: 2% 6.FEDRAL MOGUL: 3% 7.AAVAS FINANACIERS:3% 8.DR REDDY: 4% @SumitResearch #StockMarket #NSE #BSE #EquityUpdates #MarketWatch #StockReturns #TopGainers #TopLosers #Investing #Trading"  
[X Link](https://x.com/Dixitagg/status/1973674084392112574)  2025-10-02T08:59Z [----] followers, 20.7K engagements


": % [--]. COHANCE LIFE 100% [--]. THYROCARE TECH 100% [--]. BAJAJ HINDUSTAN 100% [--]. VEDANTA 99.99% [--]. POLYPLEX CORP 99.94% [--]. INDIA SHELTER FIN 96.96% [--]. GOKALDAS EXPORTS 96.28% [--]. HINDUSTAN ZINC 92.26% [--]. [---] ONE 89.62% [--]. HEALTH GLOBAL 88% [--]. TILAKNAGAR IND 87.58% [--]. OBEROI REALTY 75.33% [--]. AADHAR HOUSING 67.55% [--]. GENUS POWER 66.70% [--]. NRB BEARING 65.90% [--]. NUVAMA WEALTH 62.88% [--]. KIRI INDS 62.85% [--]. HFCL 54.12% 19.EUREKA FORBES 53.66% 20.INDUSIND BANK 50.86% @SumitResearch #PromoterPledge #CorporateGovernance #InvestorAlert #StockMarketIndia #WealthRisk #ShareholdingPattern #MarketWatch"  
[X Link](https://x.com/Dixitagg/status/1973978927849701498)  2025-10-03T05:10Z [----] followers, 17.5K engagements


":   :  [--]. KARNATAK BANK: [----] [--]. SOUTH INDIAN BANK: [----] [--]. BANK OF INDIA: [----] [--]. J&K BANK: [----] [--]. BANK OF BARODA: [----] [--]. UNION BANK: [----] [--]. CENTRAL BANK: [----] [--]. PNB: [----] No BUY/SELL Recommendation. @SumitResearch #PSUBanks #ValueInvesting #DeepDiscount #BookValue #UndervaluedStocks #BankingSector #ContrarianBet #MarketOpportunities #MSCI #NSE #bseindia #StockMarketIndia"  
[X Link](https://x.com/Dixitagg/status/1974347154765590755)  2025-10-04T05:33Z [----] followers, 30K engagements


":  %+ 1.BAJAJ HOUSING 88.7% 2.HUYANDI MOTOR 82.5% 3.JSW INFRA 83.6% 4.ACME SOLAR 83.4% [--]. PN GADGIL 83.1% 6.SRI LOTUS 81.9% 7.ALLIED BLENDERS 80.9% [--]. BLUE JET HEALTH 80% (APPROX) 9.AJAX ENGG 80% [--]. EMCURE PHARMA 77.9% No BUY/SELL recommendation. @SumitResearch #OFSWATCH #PROMOTERHOLDING #MARKETALERT #DALALSTREET #STOCKMARKETINDIA #NSE #BSE #INVESTING #STOCKSINTHENEWS #EQUITYRESEARCH #PROMOTERSALE #INDIANMARKETS #MARKETWATCH"  
[X Link](https://x.com/Dixitagg/status/1975408673624133798)  2025-10-07T03:51Z [----] followers, 25.1K engagements


"#IPO #StockMarketIndia #nseindia #profit #MarketOpportunities #bseindia #ProfitGrowth"  
[X Link](https://x.com/Dixitagg/status/1975783074232476015)  2025-10-08T04:39Z [----] followers, [----] engagements


"Had the privilege to meet Mr @manish_ina Chairman of @insolationenrgy INA at Jaipur . Indias renewable energy sector is witnessing a transformative phase driven by the governments strong policy push rising energy needs and the nations commitment to achieve [---] GW of renewable capacity by [----]. Within this transition solar energy stands out as a key pillar of growth yet remains highly underpenetrated across the country. Despite significant progress solar power still contributes a relatively small portion of Indias total energy mix underscoring immense headroom for expansion both in grid-scale"  
[X Link](https://x.com/Dixitagg/status/1976538276014993855)  2025-10-10T06:40Z [----] followers, [----] engagements


"Indegene acquired BioPharm a U.S.-based omnichannel HCP engagement firm for $106M fully funded from internal cash. The deal enhances Indegenes full-funnel AI-driven pharma marketing stack strengthening downstream execution and data depth. BioPharm CY24: $29.2M net revenue $7.9M EBITDA (27%) [---] U.S. staff. Integration focus: Cross-sell into top pharma clients merge data platforms (Invisage + Tandem) and drive cost synergies ($1M/yr). Outlook: EPS accretive in [--] quarters targeting 2728% EBITDA margin post-integration. @SumitResearch #Indegene #BioPharm #Acquisition #MergersAndAcquisitions"  
[X Link](https://x.com/Dixitagg/status/1976973889906368728)  2025-10-11T11:31Z [----] followers, [----] engagements


":      Balance Sheet & Growth Loan growth broad-based; targeting LDR of 8590% (from 96%). FY26 growth in line with system above-system from FY27. Deposits & Pricing 83% retail deposits up 1ppt QoQ. Disciplined pricing; average deposits +15% YoY. Focus on franchise strength over market share. Margins & CoF NIM [---] bps QoQ; yields [---] bps QoQ. CoF down [--] bps; TD repricing to aid margins over next [--] quarters. Expect NIM recovery in [---] months as funding costs ease. Capital & Provisions CET1 stable; capital generation = consumption (60 bps). Added [----] Cr provisions; GNPA improved to 1.24%."  
[X Link](https://x.com/Dixitagg/status/1983059793599443417)  2025-10-28T06:34Z [----] followers, [----] engagements


"Financials: Q2 Revenue [----] Cr (down YoY on RM correction/export deferral) EBITDA [---] Cr (+21% YoY) PAT [---] Cr (+39% YoY) H1 Revenue [----] Cr EBITDA [---] Cr (+23%) PAT [---] Cr (+43%) record highs Margins: Driven by high-value products (6570%) & efficiency gains (30%) 100% RM pass-through; margins sustainable Operations: CTP: Capacity up to [--] lakh MT; export terminals at Haldia & Mangalore operational from Q3 SCB: Capacity doubling to [---] lakh MTPA by Q3 FY26 worlds largest single-site speciality CB producer Speciality Chemicals: Anthraquinone & Carbazole plant by Q2 FY27; Durofresh consumer"  
[X Link](https://x.com/Dixitagg/status/1984105926841053482)  2025-10-31T03:51Z [----] followers, [----] engagements


"Bondada Engineering H1 FY26 Snapshot Revenue: [----] cr (153% YoY) PAT: [--] cr (156%) EBITDA Margin: 12% ROCE/ROE: 30% Debt/Equity: 0.3x OCF: [---] cr (vs [----] cr YoY) Order Book: [----] cr + L1 [----] cr FY26 exit target [--------] cr Segment Highlights 🌞 Renewable EPC: 78% of rev; [--] GW exec. in FY26 [--] GW total pipeline; Adani Khavda anchor (34 GW potential). ⚡ [--] GW Solar IPP (AP): [----] cr EPC value [----] cr/yr annuity post-completion. 🔋 BESS: [---] cr OB; 100% CAGR for [--] yrs; 1213% EBITDA margins. 📶 Telecom: [----] cr OB (EPC + O&M for Jio Telangana). 🚆 Railways: [---] cr OB; Products: 10% of rev. 💻"  
[X Link](https://x.com/Dixitagg/status/1985577274465521681)  2025-11-04T05:18Z [----] followers, [----] engagements


"DALMIA BHARAT JINDAL SAW JP POWER KIRLOSKAR INDUSTRIES MAITHAN ALLOY NAVKAR CORP RAIN INDUSTRIES RAYMOND RELIANCE POWER TATA CHEMICAL UFLEX @SumitResearch"  
[X Link](https://x.com/Dixitagg/status/1987396157983879641)  2025-11-09T05:45Z [----] followers, [----] engagements


"1. Financials (Strong Growth with Margin Expansion) Q2 Revenue: [----] cr (+37% YoY); H1: [----] cr Export Revenue: Q2 [---] cr (+40% YoY); H1 [---] cr (+35% YoY) Gross Margin: Q2 23.8%; H1 24.3% (+500 bps YoY) EBITDA: Q2 [---] cr (10.1%); H1 [---] cr (10.1%) PAT: Q2 [----] cr; H1 [---] cr (5.5%) [--]. Business Mix & Order Book Segment Mix (H1): Industrial 26% Auto 24% Consumer 32% ODM revenue 38% of revenue mix in Q2/H1 Order book: [----] cr; major contributions from Auto Consumer Industrial New customers: [--] onboarded $100M annual potential Framework agreement: $250M over [--] years (not in order book) [--]. Cash &"  
[X Link](https://x.com/Dixitagg/status/1989916076235526519)  2025-11-16T04:38Z [----] followers, 10.9K 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/Dixitagg/status/1949760626626060610)  2025-07-28T09:15Z [----] followers, [----] engagements

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