[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @EquityInsightss Equity Insights Elite Equity Insights Elite posts on X about india, finance, rev, cos the most. They currently have XXXXXX followers and 2420 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1350714811546419204/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -X% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXXX +402% ### Mentions: XX [#](/creator/twitter::1350714811546419204/posts_active)  - X Months XXX -XX% - X Year XXXXX +83% ### Followers: XXXXXX [#](/creator/twitter::1350714811546419204/followers)  - X Week XXXXXX +0.35% - X Month XXXXXX +2.40% - X Months XXXXXX +25% - X Year XXXXXX +182% ### CreatorRank: XXXXXXX [#](/creator/twitter::1350714811546419204/influencer_rank)  ### Social Influence [#](/creator/twitter::1350714811546419204/influence) --- **Social category influence** [finance](/list/finance) #4127 [countries](/list/countries) [currencies](/list/currencies) **Social topic influence** [india](/topic/india) #2761, [finance](/topic/finance) #185, [rev](/topic/rev) #164, [cos](/topic/cos), [accounting](/topic/accounting), [drugs](/topic/drugs), [debt](/topic/debt), [stocks](/topic/stocks), [automotive](/topic/automotive), [cash flow](/topic/cash-flow) ### Top Social Posts [#](/creator/twitter::1350714811546419204/posts) --- Top posts by engagements in the last XX hours "I will explain why P/E is not the right metric to value companies in these sectors🔖 Real Estate QSR New Age Hospitals/Hotels Cements Utilities (Asset-heavy models) If you only look at the P/E ratio youll never be able to investyou will miss a lot of good stories Lets start with Real Estate🌇 Real Estate companies are not valued on the basis of P/E mainly due to accounting policies Most of them follow the projectcompletion method so REV recognition only occurs at handover - Todays P&L reflects REV booked over the past few years - Todays PreSales figures will be converted into future P&L"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946472614270242909) 2025-07-19 07:30:09 UTC 46.7K followers, 16.9K engagements "Axis Bank Weak Set🟥 Fresh slippages up XX % QoQ 8200 Cr Loan loss provisions 3900 Cr up XXX % QoQ PCR down to XX % (92 % including technical writeoffs) from XX % / XX % in Q4 Growth Slowing Down Advance🔼8 % 1059724 Cr Deposits🔼9 % 1161615 Cr NII🔼1 % 13560 Cr Core operating profit🔼5 % 10095 Cr PAT 🔽4 % YoY 🔽18 % QoQ 5806 Cr"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946099627260047369) 2025-07-18 06:48:02 UTC 46.7K followers, 3793 engagements "Newgen Software : Weak Set Q1 FY26 REV🔼2% XXX Cr PBT🔼4% XX Cr PAT🔼5% XX Cr Other Inc : XX Cr v XXXX Cr If I exclude the Other Inc PAT is down YoY Weakest growth in last many quarters Got re rated only because of the consistency in growth Current P/E : 47x Possibility of derating if growth doesn't comes back"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945748143297241282) 2025-07-17 07:31:22 UTC 46.7K followers, 5169 engagements "Power Value Chain Generation to Transmission & Distribution"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943568363885908119) 2025-07-11 07:09:42 UTC 46.6K followers, 6857 engagements "Water purifier industry is expected to grow at a XX% CAGR Key Players - Eureka Forbes (Aquaguard AquaSure) - Kent RO Systems - Livpure - Pureit - Native by Urban Company - Atomberg (Intellon) recently launched is getting a good response Competition is heating up Seeing a lot of Native & Aquaguard ads on TV"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944357992037753146) 2025-07-13 11:27:24 UTC 46.7K followers, 7646 engagements "Key high value drugs manufactured by Indian CRAMS players Global innovators & associated Indian partners Src Fident"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946191599614197781) 2025-07-18 12:53:30 UTC 46.7K followers, 6616 engagements "Prestige Estates - Pre-Sales & Annuity Portfolio in Charts FY26 Guidance - PreSales 2500027000 Cr XX% Cr Q1 crossed 12000 Cr On track to surpass guidance src : Antique"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943181177197588856) 2025-07-10 05:31:09 UTC 46.6K followers, 4729 engagements "Varun Beverages & Aditya Vision 🔻34-40 % below their recent highs due to weak summer Unseasonal rains have softened peak season demand for both beverages & cooling appliances"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1935599966371958827) 2025-06-19 07:26:08 UTC 46.6K followers, 20.9K engagements "Comparison b/w Renewable IPPs - Adani Green v/s NTPC Green v/s ACME Solar Adani Green leads with XXXX GW operational with a XX GW by 2030 target NTPC Green has XXX GW with a X GW pipeline ACME Solar at XXX GW en route to XX GW by 2030"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1941393250713256007) 2025-07-05 07:06:34 UTC 46.6K followers, 6623 engagements "Sectoral Allocation of MF's vs BSE XXX src : MOFSL"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944676021611188638) 2025-07-14 08:31:08 UTC 46.6K followers, 5040 engagements "Big money is made in small companies that go big by capturing more Market Share Gaining Market Share means If Industry growth is XX % company must grow at least XXXX (i.e. XXXXXX %) to gain share Few Eg of co's consistently gaining market share: Polycab India Shelter Bajaj Finance Kalyan Jewellers V2Retail Trent Indian Hotels Max Estates PGEL Persistent APL Apollo ACE Tips etc. Companies that consistently outgrow their peers deserve premium valuations large & expanding TAM provides room for rapid growth"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946482556192649438) 2025-07-19 08:09:39 UTC 46.7K followers, 18.6K engagements "@gaze_observer yes lot of speculation going on In X month already up 50%+"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944740198384009506) 2025-07-14 12:46:09 UTC 46.7K followers, XXX engagements "Macrotech Developers (Lodha) Pre Sales CAGR (FY21-25) : XX % CAGR Long Term Guidance - Pre Sales CAGR : XX % (FY25-31) - Annuity Income : 1500 Cr by FY31 - XX % RoE with XXX D/E Solid Deleveraging D/E Reduced 0.2x vs 3.5x Net Debt 4000 Cr vs 16000 Cr"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1915675362282885129) 2025-04-25 07:52:52 UTC 46.6K followers, 4623 engagements "Insurance Co.s valuation Most have underperformed over the last five years This is despite high midteen growth Most have seen derating; HDFC Lifes premium v/s peers has come down src : kotak"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1938098219814383795) 2025-06-26 04:53:18 UTC 46.6K followers, 3906 engagements "Nuvama BFSI Management Takeaways Guidance & Outlook - Fedbank Fina - IIFL Finance - Northern ARC - Home First - Piramal Ent - CSB Bank - Capital SFB"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1942942456221257996) 2025-07-09 13:42:34 UTC 46.6K followers, 8432 engagements "Sudden fall in Vedanta after: Viceroy Research XX page short seller report went public today alleging Ponzi style cash extraction Core thesis - Vedanta Resources (VRL) is a parasite holding co with no real operations living off cash pulled from its operating arm Vedanta Ltd (VEDL) - To service VRLs heavy debt VEDL must borrow more and upstream dividends depleting its own liquidity"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1942839578219700703) 2025-07-09 06:53:46 UTC 46.6K followers, 24.3K engagements "Re-Rating & De-Rating journey of Can Fin Homes"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946624877039136860) 2025-07-19 17:35:11 UTC 46.7K followers, 1518 engagements "Solid Results so far✅ - Waaree Renewable Tech - Amal - SW Solar - Tanfac - Le Travenues - Polycab - Oriental Hotels - Indian Hotels - Vimta Labs - Elecon Eng - HDFC AMC - Rallis India - Swaraj Engine - ITC hotel - Onward Tech Keep on radar Not a buy/sell reco"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945861058109018416) 2025-07-17 15:00:03 UTC 46.7K followers, 23.4K engagements "Jewellery Stocks buzzing today🟩 Sector expected to reach XXXX trn by FY28E (16 % CAGR over FY2428E) Organised players will outgrow the market few players will continue to maintain 20%+ growth led by double digit store count addition Many are in the 1-1.5 PEG ratio on fwd basis"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945743396464996501) 2025-07-17 07:12:30 UTC 46.7K followers, 8911 engagements "Polycab - Strong Set Q1FY26 REV🔼26% 5906 Cr EBITDA🔼47% XXX Cr PAT🔼49% XXX Cr Margin 🔼210 bps to XXXX% Growth driven by sustained demand across core sectors Domestic business up XX% YoY Cables outperformed wires International business grew XX% on lowbase accounts for XXX% of Total REV Margin expansion aided by strategic price adjustments & operating leverage"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945779764486361501) 2025-07-17 09:37:01 UTC 46.7K followers, 8129 engagements "Co-Working Space : Peer Analysis - Smartworks v/s Awfis v/s WeWork v/s Table Space"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1942810711568310643) 2025-07-09 04:59:03 UTC 46.6K followers, 16.8K engagements "Steel Pipes & Tubes Sector : broad categorisation Carbon Steel ERW & structural tube makers - APL Apollo - JTL Industries - Sambhv Steel - HiTech Pipes - Hariom Pipe High volume welded hollow sections for construction infrastructure automotive etc Stainless Steel & specialty/alloy pipe producers - Ratnamani Metals - Venus Pipes - Scoda Tubes Seamless & welded precision tubes for oil & gas petrochemicals power pharmaceuticals defence etc"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1942447190959706510) 2025-07-08 04:54:33 UTC 46.6K followers, 9176 engagements "MPS : Post Results Reaction🟥 Q1 FY26 REV🔼3% XXX Cr PBT🔼37% XX Cr PAT🔼36% XX Cr Margins expanded YoY Higher other income X Cr vs X Cr"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946114736229388693) 2025-07-18 07:48:04 UTC 46.7K followers, 6749 engagements "EMS Companies Growth Guidance FY26🔖 Avg Growth Guidance 30-40%"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1931587139902292277) 2025-06-08 05:40:35 UTC 46.6K followers, 39.5K engagements "Dont Marry Stocks Break up when your thesis fails Set clear antithesis triggers & exit"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944303606167220527) 2025-07-13 07:51:17 UTC 46.6K followers, 13.9K engagements "Marico Aim to double REV from 10000 Cr in FY25 to 20000 Cr by 2030 (15% CAGR) Higher than what they we have done historically 5/10 REV CAGR at 7/8 % Better placed compared to peers Foods business under Saffola scaled X since FY20 to cross XXX Cr in FY25 XX% medium term growth Delivered gross margin expansion of 1000 bps over FY24 & FY25 Digital first portfolio (Beardo Just Herbs) Personal care segment Plix exited FY25 at an ARR of XXX Cr management expects to scale this portfolio to XXX times its FY24 ARR by FY27 Foods & premium personal care contributed XX% of India REV in FY25 (2000 Cr run"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944708686489993308) 2025-07-14 10:40:56 UTC 46.6K followers, 5140 engagements "Both Value & Jewellery Retail consistently showing growth from last several quarters Both segments benefiting from favourable industry tailwinds src : JM Financial"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944998334466547909) 2025-07-15 05:51:53 UTC 46.6K followers, 4682 engagements "How Value first offline Premium offline Ecommerce & Quick commerce stack up: - Addressable household reach by income tier - Entryprice positioning (indexed) versus EBITDA margins - Geographic footprint fulfilment speed & AOV src : MOFSL"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945387307894497346) 2025-07-16 07:37:32 UTC 46.6K followers, 4021 engagements "Sunteck Realty : Operationally Strong Q1FY26 - PreSales🔼31% XXX Cr - Collections 🔼3% XXX Cr Net D/E -XXXX REV XXX Cr vs XXX Cr EBITDA XX Cr vs XX Cr PAT XX Cr vs XX Cr Business development - Redevelopment project awarded at Andheri (2.5 acres XXXX L sq ft) - Project GDV 1100 Cr Guidance of XX% Pre-Sales growth for FY26"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945855478896140302) 2025-07-17 14:37:53 UTC 46.7K followers, 5467 engagements "@Spursofficial_1 Yes I know Typically Annuity Portfolio gets 12-15X multiple so it comes around 2000 Cr"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945756043708924304) 2025-07-17 08:02:45 UTC 46.6K followers, XXX engagements "TCS is undergoing a de-rating phase🟥 P/E has come down from the 40's in 2021 to 23x At XX % discount to XX year median valuations X year returns have been flat 3/5/10 year REV CAGR XX% At best it can deliver high single-digit to low double-digit growth given its large base & prevailing headwinds Yes it offers dividends & solid free cash flow generation but it's not ideal for a growth investor Downside may be protected but upside is capped unless it starts growing its REV in double digits"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944654803310932428) 2025-07-14 07:06:49 UTC 46.7K followers, 7090 engagements "Earnings Season Sectoral Summary #Q4FY25 Lot of companies delivered blockbuster earnings🔥 Lot of Action in Mid/SmallCap💹 Strong Results: - Financials - Housing Finance Select NBFC's - Few Auto Ancillaries (Lumax Lumax Auto Gabriel Fiem.) - Pharma - CRDMO API - Capital Markets (Exchanges MFD Asset & Wealth M) - Recycling & few in Water Treatment (Va Tech Enviro Infra.) - Capital Goods (PEB Turbines & Generator Industrial Gears & Equipment's Compressors etc) - Real Estate Co Working - EMS - B2B Jewellery Jewellery & Value Retailers - Renewables EPC (Cashflow concerns) - Power - T&D W&C"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1928765440899051573) 2025-05-31 10:48:10 UTC 46.7K followers, 77K engagements "📌Return On Equity (RoE) Key metric for Equity Investors Everything you need to know ✅ROE = Net Profit Shareholder's Equity Shareholders Equity = Total Assets Total Liabilities (a.k.a. Net Worth / Book Value) Shows profit generated per rupee of equity Higher ROE more efficient at creating shareholder returns Varies by sector so best compared among peers in the same industry Factors that can distort ROE Oneoff gains (asset revaluations extraordinary income) can temporarily inflate ROE Equity issuance like QIP dilutes ROE RoE be boosted by higher financial leverage or share buybacks Intangible"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944288249712980091) 2025-07-13 06:50:16 UTC 46.7K followers, 12.2K engagements "India and Taiwan have been the best performing emerging markets with long track records India has severely underperformed over the past year Most markets have outperformed India Taiwan & US XX yr return XX% in USD terms src: WhiteOak"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943547620225593451) 2025-07-11 05:47:16 UTC 46.6K followers, 7419 engagements "Best 25+ Themes To look at Double Digit Growth Market Leaders in Segment - Auto Ancs : Lumax Auto Fiem Lumax Gabriel Ask Auto SJS Ent Pricol - Capital Goods : TD Power Triveni Turbine Elecon Kirloskar pneumatic Interarch Shivalik Bimetal - Housing Finance : Aptus Value India Shelter Home First Bajaj Housing Aadhar Housing - NBFCs : Bajaj Finance Chola Fin Muthoot Fin SBFC MAS Fin Northern ARC Capri Global - Retail Value Retail : V2Retail Style Bazaar Trent Vishal Mega Jewellery : Kalyan PN Gadgil Senco Manoj Vaibhav Thangamayil D.P. Abhushan - Real Estate : Prestige Godrej Prop Lodha Sunteck"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944378058762510366) 2025-07-13 12:47:08 UTC 46.7K followers, 21.9K engagements "Comparison b/w Retailers - Vishal Mega Mart v/s V2Retail v/s VMart v/s Style bazaar v/s DMart v/s Trent src : MOFSL"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945358949701836912) 2025-07-16 05:44:51 UTC 46.7K followers, 6626 engagements "ITC Hotels Decent Set Q1FY26 - REV🔼16% XXX Cr - PBT🔼53% XXX Cr - PAT🔼53% XXX Cr"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945401298763055382) 2025-07-16 08:33:08 UTC 46.7K followers, 7472 engagements "Rajoo Engineers🔻60%+🙃 Mcap has come down from 4800 Cr -- 2000 Cr Results are good still valuations are not cheap"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944050553090388305) 2025-07-12 15:05:45 UTC 46.6K followers, 8261 engagements "Kalpataru : Good Set FY25 PreSales🔼41 % 4531 Cr Area sold🔼15 % XXXX MSF Collections🔼36 % 3659 Cr Avg realisation🔼23 % 13905 /sq ft REV🔼15 % 2222 Cr Adj EBITDA🔼45 % XXX Cr (margin XXXX %) PAT moved to +25 Cr (vs XXX Cr) Annuity Rentals XXX Cr in FY25 Net debt reduced to 9310 Cr (673 Cr YoY) Net debt/equity now XXX (from 10.1) still on higher side IPO raised 1590 Cr (Jun25) 1193 Cr used for debt repayment GDV Additions in FY25 Two redevelopment DAs (0.93 MSF) with GDV 2100 Cr Launch pipeline for FY26 at XXX MSF Promoter CCD conversion of 1440 Cr at 517.25/sh strengthened equity base 35"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945730254305444179) 2025-07-17 06:20:17 UTC 46.7K followers, 4602 engagements "Quality Power FY26 Guidance - REV Target XXX XXX Cr (vs XXX Cr in FY25) - PAT Margins 16-18% Order book of XXX Cr on hand 1000 Cr+ bid pipeline for high visibility At peak can achieve 2000 Cr in X years Valuations are looking stretched Can do PAT: 120-150 Cr as per guidance Do look at exit P/E"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945765585041900024) 2025-07-17 08:40:40 UTC 46.7K followers, 8440 engagements "RHP offers a goldmine of info Gives a detailed overview of a sector industry structure peers business model key risks etc Visit SEBI's website Filings Public Issues RHP filed with ROC 🎯 X RHP per week"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943692634398318783) 2025-07-11 15:23:30 UTC 46.7K followers, 7239 engagements "Polycab Future Outlook C&W - REV🔼1820% CAGR (vs industry 1214% CAGR) growth at XXXX GDP - EBITDA margin 1113% Exports XX% of REV by FY30 FMEG - REV🔼15% CAGR - EBITDA margin ramping to XXX% Capex : 60008000 Cr over next X years (Asset turn 45) src : JM Financials"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945392084304978413) 2025-07-16 07:56:31 UTC 46.7K followers, 16.5K engagements "Product Mix changes often lead to "Re-Rating" Few Eg Commodity companies transitioning toward an Increased value added share Garware Hi Tech Films increasing its mix toward value added specialty films Dairy / Steel Tube players expanding their VAP portfolios Auto Anc's pursuing strategic acquisitions & expanding into new product lines/categories Lumax Auto & Ind Fiem Gabriel Retailers are shifting from lowmargin products to private label & highmargin offerings as part of their premiumisation strategy Jewellery cos increasing studded share Value retail players increasing privatelabel mix"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943940202445369582) 2025-07-12 07:47:15 UTC 46.7K followers, 22.8K engagements "CRO/CDMO Peer Analysis Anthem Bioscience v/s Syngene v/s Sai Life v/s Cohance Lifesciences v/s Divi's Lab Anthem leads in most parameters"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943218689299632626) 2025-07-10 08:00:13 UTC 46.7K followers, 14.6K engagements "AUM Growth for NBFC HFC & SFBs Affordable HFC's have done very well & projections for FY26-28 (25%+ CAGR) In NBFC's - Bajaj Finance Cholamandalam SBFC Muthoot Finance src : kotak"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1944746705590649147) 2025-07-14 13:12:00 UTC 46.6K followers, 8586 engagements "GLP-1 Drug Value Chain Over XX companies have US DMF for GLP-1 APIs Patent expiry of semaglutide in Mar26 to trigger generic launches Indian cos gearing up: Biocon Dr. Reddys Zydus Sun Natco Lupin Cipla Commentary of Indian Co on GLP-1 src ICICI Sec"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1941094727518232640) 2025-07-04 11:20:21 UTC 46.6K followers, 6477 engagements "Oberoi Realty - Future Outlook Presales to clock XX% CAGR over FY2527E rising from XX b in FY25 to XXX b by FY27 Annuity portfolio Rental income from office & retail assets to grow at XX% CAGR over FY2527E reaching XX b by FY27 Collections & Cash flows: - Residential collections to rise at XX% CAGR to XX b by FY27 - Operating cash flow to clock XX% CAGR to XX b by FY27 Lease rentals from commercial portfolio to post XX% CAGR to X b by FY27 Key growth triggers Robust launch pipeline: new towers in Borivali Goregaon Forestville; projects in Gurugram Adarsh Nagar Worli Tardeo. Alibaug land in"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945398748504289453) 2025-07-16 08:23:00 UTC 46.7K followers, 3633 engagements "Aspirational mobility is on the rise consumers gravitating toward SUVs & Premium motorcycles SUVs share rose from XX% in FY15 to XX% in FY25 Premium motorcycles Segment share climbed to XX% in FY25 vs XX% in FY15 OEMs rolling out premium models to capture more share src : Emkay"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946107785995039204) 2025-07-18 07:20:27 UTC 46.7K followers, 3571 engagements "OMG this data blew my mind:🤯 CNG vehicle sales grew XX % in FY25 CNG emerged as the 2nd largest fuel category in India accounting for over XX % of new PV sales in FY25 EV's share declined (Yes check the image) Tata Motors CNG mix rose to XX % in FY25 vs XX % YoY Maruti Suzukis CNG mix rose to XX % in FY25 (from XX % in FY24 & XX % in FY23) CNGs share is rising steadily making it one of the fastest growing engine types in India Can CGDs be a good investment theme to consider valuations are cheap healthy cashflows & return ratio's most important they are ignored completely Perfect for contra"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1933445541599367316) 2025-06-13 08:45:13 UTC 46.6K followers, 16.1K engagements "Kalyan Jewellers Solid Quarterly Update🟢 Q1FY26 : REV Growth🔼31 % India Operations - Growth XX % - SSSG XX % - Showrooms added XX Candere - REV Growth🔼67% - Showrooms added X Middle East - Growth XX % Contribution of International Operations XX % - Showrooms added X in US Total No. of showrooms XXX XXX : Kalyan India XX : Kalyan Middle East X : Kalyan US XX : Candere On track to open XXX showrooms for FY26 Senco Gold also reported strong quarterly update REV Growth🔼28% SSSG XX% Valuation gap b/w Kalyan & Senco is huge now Senco can rerate from here if the performance continues Strong"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1942108048983785976) 2025-07-07 06:26:56 UTC 46.6K followers, 3996 engagements "Few of the Interesting High growth business models across sectors ✅Growth Guidance : 20-30% Garware Hi Tech Films Zinka Logistics Aptus Value Housing Beta Drugs Dr Agarwals Health Tips Music Keystone Realtors BLS Int AWFIS ADF Foods Can be studied this weekend Not a reco holding some Which one looks interesting"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943898036595568823) 2025-07-12 04:59:42 UTC 46.6K followers, 16.9K engagements "ITC Hotels : Valuations & Future Outlook Q1FY26 REV🔼16% XXX Cr EBITDA🔼19% XXX Cr EBITDA margin🔼85 bps XX% PAT🔼53% XXX Cr Occupancy🔼275 bps - XX% RevPAR🔼13% - 7900 ADR🔼9% XX% RevPAR Premium over Industry Total Portfolio: XXX hotels operational with 13300+ keys Mix by Keys Owned : XX% Managed : XX% Target: XXX operational hotels & 20000+ keys by FY30 Mix Target by Keys Owned : XX% Managed : XX% Focussing on AssetRight growth model 2.5x growth targeted in Management Fees by FY30 XX hotels in pipeline with 5300+ keys Q1 signings: X hotels (700 keys) across X cities XX hotels signed & 25"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945738400801358134) 2025-07-17 06:52:39 UTC 46.7K followers, 3729 engagements "Indias hospitality is in a paradigm shift Key drivers of demand led expansion: Growth in Domestic Travel Spending XXX % CAGR to 33945 bn by 2034 Rising Demand for Luxury Travel Experiences MakeMyTrips 2024 travel data shows hotel bookings priced 10000/night rose from XX% of total bookings in CY23 to XX% in CY24 Luxury Lifestyle & Branded Residences - Globally branded residence market is growing at XX % CAGR India holds X % of global branded residences (2900 units) this under-penetration represents a major opportunity Infrastructure Expansion Unlocking New Destinations National highways"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1943903112882008416) 2025-07-12 05:19:52 UTC 46.6K followers, 4366 engagements "Precision engineering companies serving critical sectors like aerospace automotive energy & defence Valuations summary src Antique"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946197687378087996) 2025-07-18 13:17:41 UTC 46.7K followers, 10.8K engagements "Interesting case study on Can Fin Homes 🔖 Share price rose over 22x in X years from XX to XXX (during FY13-17 phase) FY1317: Highgrowth phase - AUM grew at XX % CAGR: 4016 13313 Cr - PAT grew at XX % CAGR: XX XXX Cr Share price peaked in June 2017 after which growth began to moderate P/B ratio climbed from below 1x in 2013 to 78x at its peak FY1725: Moderating growth - AUM grew at XX % CAGR: 13313 38217 Cr - PAT grew at XX % CAGR: XXX XXX Cr Last X years growth have come down to XX% Stock has been derated to 2x P/B Unless growth accelerates not an attractive bet Current AUM is close to 39000"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1946624871523651896) 2025-07-19 17:35:10 UTC 46.7K followers, 2940 engagements "Onward Tech - Good Set👍 Q1 FY26 - REV🔼13% XXX Cr - EBITDA🔼46.5% XX Cr - PBT🔼64% XX Cr - PAT🔼79% XX Cr Improvement in Margins"  [@EquityInsightss](/creator/x/EquityInsightss) on [X](/post/tweet/1945389016083521879) 2025-07-16 07:44:19 UTC 46.6K followers, 3648 engagements
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@EquityInsightss Equity Insights Elite
Equity Insights Elite posts on X about india, finance, rev, cos the most. They currently have XXXXXX followers and 2420 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -X%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +402%
Mentions: XX #
- X Months XXX -XX%
- X Year XXXXX +83%
Followers: XXXXXX #
- X Week XXXXXX +0.35%
- X Month XXXXXX +2.40%
- X Months XXXXXX +25%
- X Year XXXXXX +182%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #4127 countries currencies
Social topic influence india #2761, finance #185, rev #164, cos, accounting, drugs, debt, stocks, automotive, cash flow
Top Social Posts #
Top posts by engagements in the last XX hours
"I will explain why P/E is not the right metric to value companies in these sectors🔖 Real Estate QSR New Age Hospitals/Hotels Cements Utilities (Asset-heavy models) If you only look at the P/E ratio youll never be able to investyou will miss a lot of good stories Lets start with Real Estate🌇 Real Estate companies are not valued on the basis of P/E mainly due to accounting policies Most of them follow the projectcompletion method so REV recognition only occurs at handover - Todays P&L reflects REV booked over the past few years - Todays PreSales figures will be converted into future P&L"
@EquityInsightss on X 2025-07-19 07:30:09 UTC 46.7K followers, 16.9K engagements
"Axis Bank Weak Set🟥 Fresh slippages up XX % QoQ 8200 Cr Loan loss provisions 3900 Cr up XXX % QoQ PCR down to XX % (92 % including technical writeoffs) from XX % / XX % in Q4 Growth Slowing Down Advance🔼8 % 1059724 Cr Deposits🔼9 % 1161615 Cr NII🔼1 % 13560 Cr Core operating profit🔼5 % 10095 Cr PAT 🔽4 % YoY 🔽18 % QoQ 5806 Cr" @EquityInsightss on X 2025-07-18 06:48:02 UTC 46.7K followers, 3793 engagements
"Newgen Software : Weak Set Q1 FY26 REV🔼2% XXX Cr PBT🔼4% XX Cr PAT🔼5% XX Cr Other Inc : XX Cr v XXXX Cr If I exclude the Other Inc PAT is down YoY Weakest growth in last many quarters Got re rated only because of the consistency in growth Current P/E : 47x Possibility of derating if growth doesn't comes back" @EquityInsightss on X 2025-07-17 07:31:22 UTC 46.7K followers, 5169 engagements
"Power Value Chain Generation to Transmission & Distribution" @EquityInsightss on X 2025-07-11 07:09:42 UTC 46.6K followers, 6857 engagements
"Water purifier industry is expected to grow at a XX% CAGR Key Players - Eureka Forbes (Aquaguard AquaSure) - Kent RO Systems - Livpure - Pureit - Native by Urban Company - Atomberg (Intellon) recently launched is getting a good response Competition is heating up Seeing a lot of Native & Aquaguard ads on TV" @EquityInsightss on X 2025-07-13 11:27:24 UTC 46.7K followers, 7646 engagements
"Key high value drugs manufactured by Indian CRAMS players Global innovators & associated Indian partners Src Fident" @EquityInsightss on X 2025-07-18 12:53:30 UTC 46.7K followers, 6616 engagements
"Prestige Estates - Pre-Sales & Annuity Portfolio in Charts FY26 Guidance - PreSales 2500027000 Cr XX% Cr Q1 crossed 12000 Cr On track to surpass guidance src : Antique" @EquityInsightss on X 2025-07-10 05:31:09 UTC 46.6K followers, 4729 engagements
"Varun Beverages & Aditya Vision 🔻34-40 % below their recent highs due to weak summer Unseasonal rains have softened peak season demand for both beverages & cooling appliances" @EquityInsightss on X 2025-06-19 07:26:08 UTC 46.6K followers, 20.9K engagements
"Comparison b/w Renewable IPPs - Adani Green v/s NTPC Green v/s ACME Solar Adani Green leads with XXXX GW operational with a XX GW by 2030 target NTPC Green has XXX GW with a X GW pipeline ACME Solar at XXX GW en route to XX GW by 2030" @EquityInsightss on X 2025-07-05 07:06:34 UTC 46.6K followers, 6623 engagements
"Sectoral Allocation of MF's vs BSE XXX src : MOFSL" @EquityInsightss on X 2025-07-14 08:31:08 UTC 46.6K followers, 5040 engagements
"Big money is made in small companies that go big by capturing more Market Share Gaining Market Share means If Industry growth is XX % company must grow at least XXXX (i.e. XXXXXX %) to gain share Few Eg of co's consistently gaining market share: Polycab India Shelter Bajaj Finance Kalyan Jewellers V2Retail Trent Indian Hotels Max Estates PGEL Persistent APL Apollo ACE Tips etc. Companies that consistently outgrow their peers deserve premium valuations large & expanding TAM provides room for rapid growth" @EquityInsightss on X 2025-07-19 08:09:39 UTC 46.7K followers, 18.6K engagements
"@gaze_observer yes lot of speculation going on In X month already up 50%+" @EquityInsightss on X 2025-07-14 12:46:09 UTC 46.7K followers, XXX engagements
"Macrotech Developers (Lodha) Pre Sales CAGR (FY21-25) : XX % CAGR Long Term Guidance - Pre Sales CAGR : XX % (FY25-31) - Annuity Income : 1500 Cr by FY31 - XX % RoE with XXX D/E Solid Deleveraging D/E Reduced 0.2x vs 3.5x Net Debt 4000 Cr vs 16000 Cr" @EquityInsightss on X 2025-04-25 07:52:52 UTC 46.6K followers, 4623 engagements
"Insurance Co.s valuation Most have underperformed over the last five years This is despite high midteen growth Most have seen derating; HDFC Lifes premium v/s peers has come down src : kotak" @EquityInsightss on X 2025-06-26 04:53:18 UTC 46.6K followers, 3906 engagements
"Nuvama BFSI Management Takeaways Guidance & Outlook - Fedbank Fina - IIFL Finance - Northern ARC - Home First - Piramal Ent - CSB Bank - Capital SFB" @EquityInsightss on X 2025-07-09 13:42:34 UTC 46.6K followers, 8432 engagements
"Sudden fall in Vedanta after: Viceroy Research XX page short seller report went public today alleging Ponzi style cash extraction Core thesis - Vedanta Resources (VRL) is a parasite holding co with no real operations living off cash pulled from its operating arm Vedanta Ltd (VEDL) - To service VRLs heavy debt VEDL must borrow more and upstream dividends depleting its own liquidity" @EquityInsightss on X 2025-07-09 06:53:46 UTC 46.6K followers, 24.3K engagements
"Re-Rating & De-Rating journey of Can Fin Homes" @EquityInsightss on X 2025-07-19 17:35:11 UTC 46.7K followers, 1518 engagements
"Solid Results so far✅ - Waaree Renewable Tech - Amal - SW Solar - Tanfac - Le Travenues - Polycab - Oriental Hotels - Indian Hotels - Vimta Labs - Elecon Eng - HDFC AMC - Rallis India - Swaraj Engine - ITC hotel - Onward Tech Keep on radar Not a buy/sell reco" @EquityInsightss on X 2025-07-17 15:00:03 UTC 46.7K followers, 23.4K engagements
"Jewellery Stocks buzzing today🟩 Sector expected to reach XXXX trn by FY28E (16 % CAGR over FY2428E) Organised players will outgrow the market few players will continue to maintain 20%+ growth led by double digit store count addition Many are in the 1-1.5 PEG ratio on fwd basis" @EquityInsightss on X 2025-07-17 07:12:30 UTC 46.7K followers, 8911 engagements
"Polycab - Strong Set Q1FY26 REV🔼26% 5906 Cr EBITDA🔼47% XXX Cr PAT🔼49% XXX Cr Margin 🔼210 bps to XXXX% Growth driven by sustained demand across core sectors Domestic business up XX% YoY Cables outperformed wires International business grew XX% on lowbase accounts for XXX% of Total REV Margin expansion aided by strategic price adjustments & operating leverage" @EquityInsightss on X 2025-07-17 09:37:01 UTC 46.7K followers, 8129 engagements
"Co-Working Space : Peer Analysis - Smartworks v/s Awfis v/s WeWork v/s Table Space" @EquityInsightss on X 2025-07-09 04:59:03 UTC 46.6K followers, 16.8K engagements
"Steel Pipes & Tubes Sector : broad categorisation Carbon Steel ERW & structural tube makers - APL Apollo - JTL Industries - Sambhv Steel - HiTech Pipes - Hariom Pipe High volume welded hollow sections for construction infrastructure automotive etc Stainless Steel & specialty/alloy pipe producers - Ratnamani Metals - Venus Pipes - Scoda Tubes Seamless & welded precision tubes for oil & gas petrochemicals power pharmaceuticals defence etc" @EquityInsightss on X 2025-07-08 04:54:33 UTC 46.6K followers, 9176 engagements
"MPS : Post Results Reaction🟥 Q1 FY26 REV🔼3% XXX Cr PBT🔼37% XX Cr PAT🔼36% XX Cr Margins expanded YoY Higher other income X Cr vs X Cr" @EquityInsightss on X 2025-07-18 07:48:04 UTC 46.7K followers, 6749 engagements
"EMS Companies Growth Guidance FY26🔖 Avg Growth Guidance 30-40%" @EquityInsightss on X 2025-06-08 05:40:35 UTC 46.6K followers, 39.5K engagements
"Dont Marry Stocks Break up when your thesis fails Set clear antithesis triggers & exit" @EquityInsightss on X 2025-07-13 07:51:17 UTC 46.6K followers, 13.9K engagements
"Marico Aim to double REV from 10000 Cr in FY25 to 20000 Cr by 2030 (15% CAGR) Higher than what they we have done historically 5/10 REV CAGR at 7/8 % Better placed compared to peers Foods business under Saffola scaled X since FY20 to cross XXX Cr in FY25 XX% medium term growth Delivered gross margin expansion of 1000 bps over FY24 & FY25 Digital first portfolio (Beardo Just Herbs) Personal care segment Plix exited FY25 at an ARR of XXX Cr management expects to scale this portfolio to XXX times its FY24 ARR by FY27 Foods & premium personal care contributed XX% of India REV in FY25 (2000 Cr run" @EquityInsightss on X 2025-07-14 10:40:56 UTC 46.6K followers, 5140 engagements
"Both Value & Jewellery Retail consistently showing growth from last several quarters Both segments benefiting from favourable industry tailwinds src : JM Financial" @EquityInsightss on X 2025-07-15 05:51:53 UTC 46.6K followers, 4682 engagements
"How Value first offline Premium offline Ecommerce & Quick commerce stack up: - Addressable household reach by income tier - Entryprice positioning (indexed) versus EBITDA margins - Geographic footprint fulfilment speed & AOV src : MOFSL" @EquityInsightss on X 2025-07-16 07:37:32 UTC 46.6K followers, 4021 engagements
"Sunteck Realty : Operationally Strong Q1FY26 - PreSales🔼31% XXX Cr - Collections 🔼3% XXX Cr Net D/E -XXXX REV XXX Cr vs XXX Cr EBITDA XX Cr vs XX Cr PAT XX Cr vs XX Cr Business development - Redevelopment project awarded at Andheri (2.5 acres XXXX L sq ft) - Project GDV 1100 Cr Guidance of XX% Pre-Sales growth for FY26" @EquityInsightss on X 2025-07-17 14:37:53 UTC 46.7K followers, 5467 engagements
"@Spursofficial_1 Yes I know Typically Annuity Portfolio gets 12-15X multiple so it comes around 2000 Cr" @EquityInsightss on X 2025-07-17 08:02:45 UTC 46.6K followers, XXX engagements
"TCS is undergoing a de-rating phase🟥 P/E has come down from the 40's in 2021 to 23x At XX % discount to XX year median valuations X year returns have been flat 3/5/10 year REV CAGR XX% At best it can deliver high single-digit to low double-digit growth given its large base & prevailing headwinds Yes it offers dividends & solid free cash flow generation but it's not ideal for a growth investor Downside may be protected but upside is capped unless it starts growing its REV in double digits" @EquityInsightss on X 2025-07-14 07:06:49 UTC 46.7K followers, 7090 engagements
"Earnings Season Sectoral Summary #Q4FY25 Lot of companies delivered blockbuster earnings🔥 Lot of Action in Mid/SmallCap💹 Strong Results: - Financials - Housing Finance Select NBFC's - Few Auto Ancillaries (Lumax Lumax Auto Gabriel Fiem.) - Pharma - CRDMO API - Capital Markets (Exchanges MFD Asset & Wealth M) - Recycling & few in Water Treatment (Va Tech Enviro Infra.) - Capital Goods (PEB Turbines & Generator Industrial Gears & Equipment's Compressors etc) - Real Estate Co Working - EMS - B2B Jewellery Jewellery & Value Retailers - Renewables EPC (Cashflow concerns) - Power - T&D W&C" @EquityInsightss on X 2025-05-31 10:48:10 UTC 46.7K followers, 77K engagements
"📌Return On Equity (RoE) Key metric for Equity Investors Everything you need to know ✅ROE = Net Profit Shareholder's Equity Shareholders Equity = Total Assets Total Liabilities (a.k.a. Net Worth / Book Value) Shows profit generated per rupee of equity Higher ROE more efficient at creating shareholder returns Varies by sector so best compared among peers in the same industry Factors that can distort ROE Oneoff gains (asset revaluations extraordinary income) can temporarily inflate ROE Equity issuance like QIP dilutes ROE RoE be boosted by higher financial leverage or share buybacks Intangible" @EquityInsightss on X 2025-07-13 06:50:16 UTC 46.7K followers, 12.2K engagements
"India and Taiwan have been the best performing emerging markets with long track records India has severely underperformed over the past year Most markets have outperformed India Taiwan & US XX yr return XX% in USD terms src: WhiteOak" @EquityInsightss on X 2025-07-11 05:47:16 UTC 46.6K followers, 7419 engagements
"Best 25+ Themes To look at Double Digit Growth Market Leaders in Segment - Auto Ancs : Lumax Auto Fiem Lumax Gabriel Ask Auto SJS Ent Pricol - Capital Goods : TD Power Triveni Turbine Elecon Kirloskar pneumatic Interarch Shivalik Bimetal - Housing Finance : Aptus Value India Shelter Home First Bajaj Housing Aadhar Housing - NBFCs : Bajaj Finance Chola Fin Muthoot Fin SBFC MAS Fin Northern ARC Capri Global - Retail Value Retail : V2Retail Style Bazaar Trent Vishal Mega Jewellery : Kalyan PN Gadgil Senco Manoj Vaibhav Thangamayil D.P. Abhushan - Real Estate : Prestige Godrej Prop Lodha Sunteck" @EquityInsightss on X 2025-07-13 12:47:08 UTC 46.7K followers, 21.9K engagements
"Comparison b/w Retailers - Vishal Mega Mart v/s V2Retail v/s VMart v/s Style bazaar v/s DMart v/s Trent src : MOFSL" @EquityInsightss on X 2025-07-16 05:44:51 UTC 46.7K followers, 6626 engagements
"ITC Hotels Decent Set Q1FY26 - REV🔼16% XXX Cr - PBT🔼53% XXX Cr - PAT🔼53% XXX Cr" @EquityInsightss on X 2025-07-16 08:33:08 UTC 46.7K followers, 7472 engagements
"Rajoo Engineers🔻60%+🙃 Mcap has come down from 4800 Cr -- 2000 Cr Results are good still valuations are not cheap" @EquityInsightss on X 2025-07-12 15:05:45 UTC 46.6K followers, 8261 engagements
"Kalpataru : Good Set FY25 PreSales🔼41 % 4531 Cr Area sold🔼15 % XXXX MSF Collections🔼36 % 3659 Cr Avg realisation🔼23 % 13905 /sq ft REV🔼15 % 2222 Cr Adj EBITDA🔼45 % XXX Cr (margin XXXX %) PAT moved to +25 Cr (vs XXX Cr) Annuity Rentals XXX Cr in FY25 Net debt reduced to 9310 Cr (673 Cr YoY) Net debt/equity now XXX (from 10.1) still on higher side IPO raised 1590 Cr (Jun25) 1193 Cr used for debt repayment GDV Additions in FY25 Two redevelopment DAs (0.93 MSF) with GDV 2100 Cr Launch pipeline for FY26 at XXX MSF Promoter CCD conversion of 1440 Cr at 517.25/sh strengthened equity base 35" @EquityInsightss on X 2025-07-17 06:20:17 UTC 46.7K followers, 4602 engagements
"Quality Power FY26 Guidance - REV Target XXX XXX Cr (vs XXX Cr in FY25) - PAT Margins 16-18% Order book of XXX Cr on hand 1000 Cr+ bid pipeline for high visibility At peak can achieve 2000 Cr in X years Valuations are looking stretched Can do PAT: 120-150 Cr as per guidance Do look at exit P/E" @EquityInsightss on X 2025-07-17 08:40:40 UTC 46.7K followers, 8440 engagements
"RHP offers a goldmine of info Gives a detailed overview of a sector industry structure peers business model key risks etc Visit SEBI's website Filings Public Issues RHP filed with ROC 🎯 X RHP per week" @EquityInsightss on X 2025-07-11 15:23:30 UTC 46.7K followers, 7239 engagements
"Polycab Future Outlook C&W - REV🔼1820% CAGR (vs industry 1214% CAGR) growth at XXXX GDP - EBITDA margin 1113% Exports XX% of REV by FY30 FMEG - REV🔼15% CAGR - EBITDA margin ramping to XXX% Capex : 60008000 Cr over next X years (Asset turn 45) src : JM Financials" @EquityInsightss on X 2025-07-16 07:56:31 UTC 46.7K followers, 16.5K engagements
"Product Mix changes often lead to "Re-Rating" Few Eg Commodity companies transitioning toward an Increased value added share Garware Hi Tech Films increasing its mix toward value added specialty films Dairy / Steel Tube players expanding their VAP portfolios Auto Anc's pursuing strategic acquisitions & expanding into new product lines/categories Lumax Auto & Ind Fiem Gabriel Retailers are shifting from lowmargin products to private label & highmargin offerings as part of their premiumisation strategy Jewellery cos increasing studded share Value retail players increasing privatelabel mix" @EquityInsightss on X 2025-07-12 07:47:15 UTC 46.7K followers, 22.8K engagements
"CRO/CDMO Peer Analysis Anthem Bioscience v/s Syngene v/s Sai Life v/s Cohance Lifesciences v/s Divi's Lab Anthem leads in most parameters" @EquityInsightss on X 2025-07-10 08:00:13 UTC 46.7K followers, 14.6K engagements
"AUM Growth for NBFC HFC & SFBs Affordable HFC's have done very well & projections for FY26-28 (25%+ CAGR) In NBFC's - Bajaj Finance Cholamandalam SBFC Muthoot Finance src : kotak" @EquityInsightss on X 2025-07-14 13:12:00 UTC 46.6K followers, 8586 engagements
"GLP-1 Drug Value Chain Over XX companies have US DMF for GLP-1 APIs Patent expiry of semaglutide in Mar26 to trigger generic launches Indian cos gearing up: Biocon Dr. Reddys Zydus Sun Natco Lupin Cipla Commentary of Indian Co on GLP-1 src ICICI Sec" @EquityInsightss on X 2025-07-04 11:20:21 UTC 46.6K followers, 6477 engagements
"Oberoi Realty - Future Outlook Presales to clock XX% CAGR over FY2527E rising from XX b in FY25 to XXX b by FY27 Annuity portfolio Rental income from office & retail assets to grow at XX% CAGR over FY2527E reaching XX b by FY27 Collections & Cash flows: - Residential collections to rise at XX% CAGR to XX b by FY27 - Operating cash flow to clock XX% CAGR to XX b by FY27 Lease rentals from commercial portfolio to post XX% CAGR to X b by FY27 Key growth triggers Robust launch pipeline: new towers in Borivali Goregaon Forestville; projects in Gurugram Adarsh Nagar Worli Tardeo. Alibaug land in" @EquityInsightss on X 2025-07-16 08:23:00 UTC 46.7K followers, 3633 engagements
"Aspirational mobility is on the rise consumers gravitating toward SUVs & Premium motorcycles SUVs share rose from XX% in FY15 to XX% in FY25 Premium motorcycles Segment share climbed to XX% in FY25 vs XX% in FY15 OEMs rolling out premium models to capture more share src : Emkay" @EquityInsightss on X 2025-07-18 07:20:27 UTC 46.7K followers, 3571 engagements
"OMG this data blew my mind:🤯 CNG vehicle sales grew XX % in FY25 CNG emerged as the 2nd largest fuel category in India accounting for over XX % of new PV sales in FY25 EV's share declined (Yes check the image) Tata Motors CNG mix rose to XX % in FY25 vs XX % YoY Maruti Suzukis CNG mix rose to XX % in FY25 (from XX % in FY24 & XX % in FY23) CNGs share is rising steadily making it one of the fastest growing engine types in India Can CGDs be a good investment theme to consider valuations are cheap healthy cashflows & return ratio's most important they are ignored completely Perfect for contra" @EquityInsightss on X 2025-06-13 08:45:13 UTC 46.6K followers, 16.1K engagements
"Kalyan Jewellers Solid Quarterly Update🟢 Q1FY26 : REV Growth🔼31 % India Operations - Growth XX % - SSSG XX % - Showrooms added XX Candere - REV Growth🔼67% - Showrooms added X Middle East - Growth XX % Contribution of International Operations XX % - Showrooms added X in US Total No. of showrooms XXX XXX : Kalyan India XX : Kalyan Middle East X : Kalyan US XX : Candere On track to open XXX showrooms for FY26 Senco Gold also reported strong quarterly update REV Growth🔼28% SSSG XX% Valuation gap b/w Kalyan & Senco is huge now Senco can rerate from here if the performance continues Strong" @EquityInsightss on X 2025-07-07 06:26:56 UTC 46.6K followers, 3996 engagements
"Few of the Interesting High growth business models across sectors ✅Growth Guidance : 20-30% Garware Hi Tech Films Zinka Logistics Aptus Value Housing Beta Drugs Dr Agarwals Health Tips Music Keystone Realtors BLS Int AWFIS ADF Foods Can be studied this weekend Not a reco holding some Which one looks interesting" @EquityInsightss on X 2025-07-12 04:59:42 UTC 46.6K followers, 16.9K engagements
"ITC Hotels : Valuations & Future Outlook Q1FY26 REV🔼16% XXX Cr EBITDA🔼19% XXX Cr EBITDA margin🔼85 bps XX% PAT🔼53% XXX Cr Occupancy🔼275 bps - XX% RevPAR🔼13% - 7900 ADR🔼9% XX% RevPAR Premium over Industry Total Portfolio: XXX hotels operational with 13300+ keys Mix by Keys Owned : XX% Managed : XX% Target: XXX operational hotels & 20000+ keys by FY30 Mix Target by Keys Owned : XX% Managed : XX% Focussing on AssetRight growth model 2.5x growth targeted in Management Fees by FY30 XX hotels in pipeline with 5300+ keys Q1 signings: X hotels (700 keys) across X cities XX hotels signed & 25" @EquityInsightss on X 2025-07-17 06:52:39 UTC 46.7K followers, 3729 engagements
"Indias hospitality is in a paradigm shift Key drivers of demand led expansion: Growth in Domestic Travel Spending XXX % CAGR to 33945 bn by 2034 Rising Demand for Luxury Travel Experiences MakeMyTrips 2024 travel data shows hotel bookings priced 10000/night rose from XX% of total bookings in CY23 to XX% in CY24 Luxury Lifestyle & Branded Residences - Globally branded residence market is growing at XX % CAGR India holds X % of global branded residences (2900 units) this under-penetration represents a major opportunity Infrastructure Expansion Unlocking New Destinations National highways" @EquityInsightss on X 2025-07-12 05:19:52 UTC 46.6K followers, 4366 engagements
"Precision engineering companies serving critical sectors like aerospace automotive energy & defence Valuations summary src Antique" @EquityInsightss on X 2025-07-18 13:17:41 UTC 46.7K followers, 10.8K engagements
"Interesting case study on Can Fin Homes 🔖 Share price rose over 22x in X years from XX to XXX (during FY13-17 phase) FY1317: Highgrowth phase - AUM grew at XX % CAGR: 4016 13313 Cr - PAT grew at XX % CAGR: XX XXX Cr Share price peaked in June 2017 after which growth began to moderate P/B ratio climbed from below 1x in 2013 to 78x at its peak FY1725: Moderating growth - AUM grew at XX % CAGR: 13313 38217 Cr - PAT grew at XX % CAGR: XXX XXX Cr Last X years growth have come down to XX% Stock has been derated to 2x P/B Unless growth accelerates not an attractive bet Current AUM is close to 39000" @EquityInsightss on X 2025-07-19 17:35:10 UTC 46.7K followers, 2940 engagements
"Onward Tech - Good Set👍 Q1 FY26 - REV🔼13% XXX Cr - EBITDA🔼46.5% XX Cr - PBT🔼64% XX Cr - PAT🔼79% XX Cr Improvement in Margins" @EquityInsightss on X 2025-07-16 07:44:19 UTC 46.6K followers, 3648 engagements