# ![@EquityInsightss Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1350714811546419204.png) @EquityInsightss Equity Insights Elite

Equity Insights Elite posts on X about strong, india, finance, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1350714811546419204/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:interactions.svg)

- [--] Week [-------] +62%
- [--] Month [---------] +20%
- [--] Months [---------] -5.30%
- [--] Year [----------] -25%

### Mentions: [--] [#](/creator/twitter::1350714811546419204/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:posts_active.svg)

- [--] Week [--] -22%
- [--] Month [---] -27%
- [--] Months [-----] +7.60%
- [--] Year [-----] -9.10%

### Followers: [------] [#](/creator/twitter::1350714811546419204/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:followers.svg)

- [--] Week [------] +0.26%
- [--] Month [------] +1.30%
- [--] Months [------] +20%
- [--] Year [------] +50%

### CreatorRank: [-------] [#](/creator/twitter::1350714811546419204/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37.82% [countries](/list/countries)  10.92% [stocks](/list/stocks)  4.2% [technology brands](/list/technology-brands)  2.52% [currencies](/list/currencies)  0.84%

**Social topic influence**
[strong](/topic/strong) #2180, [india](/topic/india) 10.92%, [finance](/topic/finance) #2200, [stocks](/topic/stocks) #3843, [gold](/topic/gold) #4470, [ai](/topic/ai) 6.72%, [capital markets](/topic/capital-markets) 5.04%, [silver](/topic/silver) 4.2%, [in the](/topic/in-the) 4.2%, [$6753t](/topic/$6753t) 3.36%

**Top accounts mentioned or mentioned by**
[@gingerinvest44](/creator/undefined) [@gazeobserver](/creator/undefined) [@capmintofficial](/creator/undefined) [@dhawaldoshi5](/creator/undefined) [@nsuresh_ecw](/creator/undefined) [@pkjat340](/creator/undefined) [@hezeler](/creator/undefined) [@rishabhg21](/creator/undefined) [@investwithjoshi](/creator/undefined) [@kishore_on_x](/creator/undefined) [@flexifinhq](/creator/undefined) [@incrux7](/creator/undefined) [@wizardsunknown](/creator/undefined) [@newbietrad84581](/creator/undefined) [@pragmatict6330](/creator/undefined) [@rishav82829](/creator/undefined) [@anvith_](/creator/undefined) [@chart_wallah108](/creator/undefined) [@sunill2025](/creator/undefined) [@drdhimanbhatta1](/creator/undefined)

**Top assets mentioned**
[Arista Networks Inc (ANET)](/topic/$anet) [GE Vernova Inc. (GEV)](/topic/$gev)
### Top Social Posts
Top posts by engagements in the last [--] hours

"New video on : Commentary on Indian IT challenges in the affordable housing finance space & valuations MSME sector problems & encouraging signs in the MFI segment Covered sector outlook valuations & important management commentary"  
[X Link](https://x.com/EquityInsightss/status/2022616318340665567)  2026-02-14T10:18Z 58.1K followers, [----] engagements


"Largecaps which did double digit growth Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto DLF Eicher Motors Divi's Lab TVS Motor Shriram Finance Muthoot Finance Cholamandalam Solar Industries Cummins India HDFC AMC BSE Polycab Max Healthcare Apollo Hospitals There are very few largecaps which are growing in double digits (Most action happening in Small & Midcap segment) https://twitter.com/i/web/status/1989594149214195751 https://twitter.com/i/web/status/1989594149214195751"  
[X Link](https://x.com/EquityInsightss/status/1989594149214195751)  2025-11-15T07:19Z 58.1K followers, 33.1K engagements


"List of 200+ Companies that delivered good #Q2FY26 Results✅ Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto Eicher Motors DLF TVS Motor Shriram Finance Muthoot Finance Cummins India HDFC AMC Polycab India BSE GMR Airports Max Healthcare Apollo Hospitals Persistent Systems Hitachi Energy Waaree Energies Lupin Bajaj Housing Aditya Birla Cap One [--] FSN E-Commerce GE Vernova T&D Prestige Estates Fortis Health Lloyds Metals Coromandel Vishal Mega Mart Coforge Nippon Life Laurus Labs Sundaram Finance Kalyan Jewellers MCX Bank of Maha Premier Energies Radico Khaitan [---] ONE J"  
[X Link](https://x.com/EquityInsightss/status/1990730537296957609)  2025-11-18T10:35Z 58.1K followers, 29.4K engagements


"Top wealth creators 2008-25 Long term stock returns are driven by a combination of two forces: - Earnings growth - Valuation Re-rating src : MOFSL"  
[X Link](https://x.com/EquityInsightss/status/2000554281573966101)  2025-12-15T13:11Z 58.1K followers, [----] engagements


"CEO of Jayshree Ullal Arista Networks A deep dive into the real constraints behind the AI infrastructure boom She explains why the biggest bottleneck in AI is no longer chips but power & space Data centers are moving from megawatts to tens of gigawatts finding that level of power can take [--] years Why this AI boom is very different from the dot com bubble Must watch 🎥 https://twitter.com/i/web/status/2006956565690245555 https://twitter.com/i/web/status/2006956565690245555"  
[X Link](https://x.com/EquityInsightss/status/2006956565690245555)  2026-01-02T05:11Z 58.1K followers, 14.5K engagements


"Sorry for typo: Jayshree Ullal CEO of Arista Networks"  
[X Link](https://x.com/EquityInsightss/status/2006958996176171248)  2026-01-02T05:21Z 58K followers, [----] engagements


"Nifty [---] delivered 16% CAGR over the last [--] years Many stocks underperformed the index Many well known names here may surprise you 5Y CAGR (%) WHIRLPOOL : (19%) BANDHANBNK : (19%) ZEEL : (16%) BATAINDIA : (10%) INDIAMART : (10%) AARTIIND : (9%) CROMPTON : (8%) GLAND : (7%) AAVAS : (7%) ALOKINDS : (7%) PVRINOX : (6%) IGL : (6%) SAMMAANCAP : (5%) APLLTD : (5%) ALKYLAMINE : (5%) BERGEPAINT : (4%) BAYERCROP : (4%) BIOCON : (3%) HONAUT : (2%) METROPOLIS : (2%) NATCOPHARM : (2%) ATUL : (1%) PFIZER : (1%) ARE&M : (1%) ADANIGREEN : (1%) SBICARD : (1%) DABUR : (1%) INDUSINDBK : 0% IDEA : 0%"  
[X Link](https://x.com/EquityInsightss/status/2007700811418349593)  2026-01-04T06:29Z 58.1K followers, 19.5K engagements


"Kalyan Jewellers : Solid update Consolidated REV 42% YoY India operations REV 42% YoY driven by strong festive demand Healthy SSSG 27% International operations REV 36% Middle East REV 28% YoY Candere REV 147% YoY Total showroom count as of Dec [--] [----] stood at [---] https://twitter.com/i/web/status/2008739683237568680 https://twitter.com/i/web/status/2008739683237568680"  
[X Link](https://x.com/EquityInsightss/status/2008739683237568680)  2026-01-07T03:17Z 58.1K followers, [----] engagements


"There are very few largecaps which are growing in double digits List Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports DLF Eicher Motors Divis Lab TVS Motor Shriram Finance Muthoot Finance Cholamandalam Solar Industries Cummins India HDFC AMC BSE Lodha BEL Polycab Indigo Max Healthcare Apollo Hospitals L&T Eternal Trent DMart Plus Banks & Insurance In this list lot of them are trading at expensive valuations like Trent Dmart (where growth is moderating) Rest are mostly from FMCG IT (where double digit growth not coming) & commodities This leaves very few options very few largecaps"  
[X Link](https://x.com/EquityInsightss/status/2008848475291807905)  2026-01-07T10:29Z 58.1K followers, 14.1K engagements


"ICICI Prudential AMC : Steady compounder Q3FY26 REV 🔼24% - [----] Cr Operating Profit 🔼30% - [----] Cr🔥 PAT 🔼45% - [---] Cr 9MFY26 REV 🔼24% - [----] Cr Operating Profit 🔼28% - [----] Cr PAT 🔼29% - [----] Cr Total MF QAAUM 🔼23% - [-----] Lakh Cr Active MF QAAUM 🔼21% - [----] Lakh Cr Equity QAAUM 🔼24% - [----] Lakh Cr Equity Hybrid QAAUM 🔼27% - [----] Lakh Cr Customer base 🔼12% - [----] Cr Monthly SIP flows 🔼17% - [---] Cr Equity share of industry AUM continues to rise Total Investments : [----] Cr Equity + Hybrid gaining share Alternates & PMS QAAUM at [-----] Cr ROE 9MFY26: 88% Healthy payout continues"  
[X Link](https://x.com/EquityInsightss/status/2011673618795941894)  2026-01-15T05:35Z 58K followers, [----] engagements


"Most of these popular stocks have delivered 10% CAGR over [--] years Huge underperformance. Let that sink in"  
[X Link](https://x.com/EquityInsightss/status/2012423653682471254)  2026-01-17T07:16Z 58.1K followers, 26.9K engagements


"Steady results from UltraTech Cement Cons. Volumes: [-----] mt 🔼15% YoY REV🔼23% - [-----] Cr EBITDA🔼29% - [----] Cr PAT🔼32% - [----] Cr This is clearly ahead of industry demand indicating market share gains"  
[X Link](https://x.com/EquityInsightss/status/2015315758440681725)  2026-01-25T06:48Z 58K followers, [----] engagements


"Post Results Reaction❗"  
[X Link](https://x.com/EquityInsightss/status/2016047809024426184)  2026-01-27T07:17Z 58K followers, 14.1K engagements


"Markets are at a stage where theyve stopped caring about fundamentals Nothing matters right now Just sentiment & fear playing out"  
[X Link](https://x.com/EquityInsightss/status/2016052593722900592)  2026-01-27T07:36Z 58.1K followers, [----] engagements


"Motilal Oswal REV mix is steadily improving in favour of annuity like streams Fees + NII based REV share has expanded from 58% in FY21 to 74% in 9MFY26 Brokerage contribution has structurally declined from 37% in FY21 to 23% in 9MFY26 reducing cyclicality Asset & Private Wealth Management is the key growth engine https://twitter.com/i/web/status/2016410256880828836 https://twitter.com/i/web/status/2016410256880828836"  
[X Link](https://x.com/EquityInsightss/status/2016410256880828836)  2026-01-28T07:17Z 58K followers, [----] engagements


"Valuations of NBFC's & Capital Markets src : kotak"  
[X Link](https://x.com/EquityInsightss/status/2017143658420850696)  2026-01-30T07:51Z 58K followers, [----] engagements


"Commodities 🙃😵"  
[X Link](https://x.com/EquityInsightss/status/2017304106977923374)  2026-01-30T18:29Z 58K followers, [----] engagements


"MTF book size : [------] Cr (latest available data) Over [----] Cr exposure each in HAL Jio Financial Reliance ITC Mazdock Silver & Gold ETFs have now also crossed the 1000+ Cr mark On Friday Silver ETFs corrected nearly 20% & Gold ETFs by 10% The below data is as of [--] Jan which excludes yesterdays carnage If we see another sharp leg down there could be forced liquidations That in turn may aggravate selling pressure in the market https://twitter.com/i/web/status/2017491994948550890 https://twitter.com/i/web/status/2017491994948550890"  
[X Link](https://x.com/EquityInsightss/status/2017491994948550890)  2026-01-31T06:55Z 58K followers, 10.8K engagements


"Selling pressure across many sectors Defence Metals Financials (PSU Banks & NBFCs) among top losers What a horrible day biggest fall in budget day in last [--] years"  
[X Link](https://x.com/EquityInsightss/status/2017905607861534937)  2026-02-01T10:19Z 58K followers, [----] engagements


"The big difference I see between our markets & developed markets is the mindset In the US people sitting in parliament understand the importance of capital markets Many US senators are active participants in capital markets In India it feels very different Capital markets are still seen more like a golden goose Something to extract as much money as possible from in the form of taxes It is hard to recall policymakers who truly understand stock markets beyond viewing them as a source of tax collection And that itself tells you the difference https://twitter.com/i/web/status/2018040685010759690"  
[X Link](https://x.com/EquityInsightss/status/2018040685010759690)  2026-02-01T19:16Z 58K followers, 22.8K engagements


"SBFC management lays out the macro environment One of the few management that never sugarcoat things No fancy optimism just a clear & logical articulation of risks & realities Worth reading line by line"  
[X Link](https://x.com/EquityInsightss/status/2018238217909407816)  2026-02-02T08:21Z 58K followers, 10.3K engagements


"Adani Ports : Strong Set🔥 Q3FY26 REV 🔼22% - [----] Cr EBITDA 🔼20% - [----] Cr PAT 🔼21% - [----] Cr 9MFY26 REV 🔼24% - [-----] Cr EBITDA 🔼20% - [-----] Cr PAT 🔼18% - [----] Cr Cargo volume 🔼9% - [---] MMT Operational metrics remain healthy FY26 guidance upgrade REV guidance raised to [-----] Cr EBITDA guidance raised to [-----] Cr [---] Cr upgrade vs even top end of earlier guidance EBITDA upgrade split [---] Cr from higher than expected organic growth [---] Cr from Q4FY26 NQXT consolidation Net debt / EBITDA at 1.9x (proforma 1.8x) Leverage stable despite NQXT acquisition"  
[X Link](https://x.com/EquityInsightss/status/2018597897978470640)  2026-02-03T08:10Z 58.1K followers, [----] engagements


"Big fall in IT stocks Nifty IT🔻6% 📉 Software & IT stocks are under pressure due to fears of AI led disruption AI is no longer just supporting software it is starting to replace entire workflows New enterprise AI tools can now automate legal finance sales compliance reporting document processes end to end Tough times for the sector. https://twitter.com/i/web/status/2018926208063562206 https://twitter.com/i/web/status/2018926208063562206"  
[X Link](https://x.com/EquityInsightss/status/2018926208063562206)  2026-02-04T05:54Z 58K followers, 13.7K engagements


"@gaze_observer yes"  
[X Link](https://x.com/EquityInsightss/status/2018976938258555143)  2026-02-04T09:16Z 58.1K followers, [---] engagements


"#Q3FY26 Strong quarter with Portfolio EPS growth 25% (for companies reported so far) Focus remains on businesses with reasonable valuations & earnings triggers (at least 20% growth with scope for re-rating) Portfolio continues to be well diversified across sectors Smallcase will be rebalanced soon. We are also sharing regular updates & portfolio insights"  
[X Link](https://x.com/EquityInsightss/status/2018989936377299251)  2026-02-04T10:08Z 58K followers, [----] engagements


"Co's in two categories First category - Interarch SJS Ent Manorama Second category - Epack Prefab Aptus Value First category companies typically have conservative management teams. They prefer to under guide & then over deliver through strong execution. Second category companies are not bad businesses but managements tend to over guide initially & later trim or walk back expectations. This hurts credibility. Always prefer co's that under promise & over deliver Mention more such eg https://twitter.com/i/web/status/2018992746649080141 https://twitter.com/i/web/status/2018992746649080141"  
[X Link](https://x.com/EquityInsightss/status/2018992746649080141)  2026-02-04T10:19Z 58K followers, 15.1K engagements


"Crazy run in exporters lately most are up 30-50% Not a time to chase in FOMO"  
[X Link](https://x.com/EquityInsightss/status/2019352229225066509)  2026-02-05T10:07Z 58.1K followers, [----] engagements


"If someone keeps a gun to your neck & forces you to buy [--] largecap stocks what would they be For me it would be: - Bharti Airtel - M&M - Bajaj Finance - Adani Ports - Polycab (+ICICI Amc) What will be yours"  
[X Link](https://x.com/EquityInsightss/status/2019373751268434341)  2026-02-05T11:33Z 58.1K followers, 28.7K engagements


"@rishabhg21 don't like dmart & pidilite because of higher multiples"  
[X Link](https://x.com/EquityInsightss/status/2019377181147951608)  2026-02-05T11:46Z 58.1K followers, [---] engagements


"@GingerInvest44 was asking for largecap"  
[X Link](https://x.com/EquityInsightss/status/2019377318100423065)  2026-02-05T11:47Z 58.1K followers, [----] engagements


"Hospitals : Peer comparison"  
[X Link](https://x.com/EquityInsightss/status/2019671085332197435)  2026-02-06T07:14Z 58.1K followers, 14.9K engagements


"Interesting Data Precious metals have outperformed equities over both [--] & [--] years 3) Gold-to-Nifty ratio near cycle highs Current ratio 7x vs long-term average 4.2x 4) Silver-to-Nifty ratio near multi decade highs Current ratio 15.2x vs long-term average 6.5x (data as of [--] Jan'26) History suggests that once precious metals rally well above their long term average equities tend to outperform in the years that follow src : MOFSL https://twitter.com/i/web/status/2020013874502861022 https://twitter.com/i/web/status/2020013874502861022"  
[X Link](https://x.com/EquityInsightss/status/2020013874502861022)  2026-02-07T05:56Z 58.1K followers, [----] engagements


"Central bank Gold reserves of major countries China & Russia remain the most aggressive buyers over the past decade India has also meaningfully increased its gold reserves India (+194t) China (+357t) and Russia (+433t) are est. to have accumulated [----] tons of gold since [----] Germany France Italy Japan UK & Switzerland have kept reserves largely stable src : MOFSL https://twitter.com/i/web/status/2020018884573818888 https://twitter.com/i/web/status/2020018884573818888"  
[X Link](https://x.com/EquityInsightss/status/2020018884573818888)  2026-02-07T06:16Z 58.1K followers, [----] engagements


"This is the transcript of the first concall of Oswal Pumps (would highly recommend going through it) Everything sounded too good to be true Management: Unable to see any big negative factor. Fast forward to now margin pressure receivable stretch pricing pressure scheme delays. Spot the difference A very good case study Lots of learnings for anyone serious about analysing businesses Oswal pumps stock under pressure Key Concerns EBITDA margins got impacted as tender prices Receivables stretched leading to higher working capital needs Payments from government schemes got delayed due to"  
[X Link](https://x.com/EquityInsightss/status/2020045994713596020)  2026-02-07T08:04Z 58.1K followers, 16K engagements


"Kalyan Jewellers : Solid Set Q3FY26 REV : [-----] Cr 🔼42% EBITDA : [---] Cr 🔼75% PBT (ex exceptional items) : [---] Cr 🔼105% PAT : [---] Cr 🔼90% Exceptional items [--] Cr one time hit due to labour code Last year [--] Cr PAT hit due to inventory losses Even after adjusting for that strong PAT improvement Margin expansion driven by mix improvement procurement efficiencies operating leverage higher share of FOCO REV & gains in platinum & silver. Strong wedding season expected to support a strong finish to FY26 Candere turned PAT positive in Q3 Total Showroom Network KJ India : [---] (195 FOCO showrooms)"  
[X Link](https://x.com/EquityInsightss/status/2020062804401877227)  2026-02-07T09:11Z 58.1K followers, [----] engagements


"Garware Hi Tech Films Full impact of the 50% tariff in Q3 Management "A potential trade deal could provide meaningful upside""  
[X Link](https://x.com/EquityInsightss/status/2020439428960006499)  2026-02-08T10:07Z 58.1K followers, 13.7K engagements


"India Shelter : Stable Set AUM : [----] Cr🔼31% Gross Managed Assets : [-----] Cr🔼31% Disb : [---] Cr 🔼11% Net Total Income : [---] Cr 🔼30% PPOP : [---] Cr 🔼30% PAT : [---] Cr 🔼33% ROE : 17.1% vs 15.1% (after adjusting exceptional items) Asset Quality deterioration is the biggest highlight GNPA : 1.5% vs 1.2% QoQ NNPA : 1.2% vs 0.9% QoQ Credit cost : 0.6% vs 0.5% 30+ DPD : 5.0% vs 4.7% QoQ Collection efficiency : 98% vs 99% Management commentary will be very important https://twitter.com/i/web/status/2020440876867289521 https://twitter.com/i/web/status/2020440876867289521"  
[X Link](https://x.com/EquityInsightss/status/2020440876867289521)  2026-02-08T10:13Z 58.1K followers, [----] engagements


"Crazy move in Kalyan today Kalyan Jewellers flagged to SEBI about unusual trading patterns & circulation of unverified rumours & even sought regulatory intervention (incl. temporary F&O suspension till enquiry) This is as per moneycontrol's article Management latest commentary on pledged shares: - Pledge was primarily created for the buyback of Kalyan shares from Warburg Pincus - Over the last [--] months loans have been reduced meaningfully - Company has drawn up plans to further reduce pledges over the next [--] months https://twitter.com/i/web/status/2020789735275278521"  
[X Link](https://x.com/EquityInsightss/status/2020789735275278521)  2026-02-09T09:19Z 58.1K followers, 20.2K engagements


"Financialisation of savings is a mega trend Households are structurally moving from physical assets financial assets this is why capital markets participation keeps surprising on the upside lot of interesting data points👇"  
[X Link](https://x.com/EquityInsightss/status/2021154494315135427)  2026-02-10T09:29Z 58.1K followers, [----] engagements


"Edelweiss : Underlying PAT growth 28% CAGR over last few years EAAA & Mutual Fund businesses showing strong improvement in PAT Both platforms witnessing steady AUM growth + operating leverage Insurance businesses on track to breakeven by FY27 Nido Home Finance stake sale to Carlyle EAAA IPO process initiated Multiple optionalities with visible path to value unlocking https://twitter.com/i/web/status/2021170610374836610 https://twitter.com/i/web/status/2021170610374836610"  
[X Link](https://x.com/EquityInsightss/status/2021170610374836610)  2026-02-10T10:33Z 58.1K followers, [----] engagements


"Strong #Q3FY26 across jewellery Retailers 💪 There was a lot of confusion regarding the growth Always follow the numbers rather than the narrative"  
[X Link](https://x.com/EquityInsightss/status/2021259146176364767)  2026-02-10T16:25Z 58.1K followers, [----] engagements


"Strong set from Titan Domestic jewellery business 🔼40% YoY Exchange program drove strong consumer traction Overall buyer growth flat due to sharp gold price increase new buyer mix 45% Studded 🔼26% YoY led by high value purchases in Tanishq & Zoya Mia expansions & solitaire growth Tanishq Mia Zoya continue to show strong secondary & LTL growth momentum EBIT at [----] Cr with margin of 10.9% Adjusting for [---] Cr custom duty impact in Q3FY25 Normalized EBIT 🔼34% YoY Normalized EBIT margin [--] bps lower YoY due to studded margin dilution higher coin salience & elevated marketing spends"  
[X Link](https://x.com/EquityInsightss/status/2021267883322638661)  2026-02-10T16:59Z 58.1K followers, [----] engagements


"Nuvama : [--] year outcome snapshot REV 🔼3x PAT 🔼5x operating leverage in play Cost/Income improved from 73% to 55% RoE expanded from 16% to 28%+ Market share scaled to 20% in Asset Services & 18% in Capital Markets"  
[X Link](https://x.com/EquityInsightss/status/2021269626944946615)  2026-02-10T17:06Z 58.1K followers, [----] engagements


"Lumax Industries : Strong Q3 with surprise margin expansion Stock hit UC mainly on margin expansion OPM crossed double digit this quarter🔥 REV : [----] Cr🔼19% EBITDA at [---] Cr🔼57% with 10.6% EBITDA margin Net Profit at [--] Cr vs [--] Cr YoY Solid execution🫡"  
[X Link](https://x.com/EquityInsightss/status/2021273165570486682)  2026-02-10T17:20Z 58.1K followers, [----] engagements


"Interesting data Gold ETF inflows more than doubled MoM "For the first time ever gold ETF inflows have overtaken equity mutual fund inflows" Net inflows into Equity mutual funds fell 14.35% MoM This is the 2nd consecutive month of decline in equity MF inflows src : Reuters https://twitter.com/i/web/status/2021277351427158271 https://twitter.com/i/web/status/2021277351427158271"  
[X Link](https://x.com/EquityInsightss/status/2021277351427158271)  2026-02-10T17:37Z 58.1K followers, [----] engagements


"PN Gadgil🔻6% after fab results👊 FY26 REV earlier guidance 9000-9500 Cr now revised towards [-----] Cr EBITDA margin 7-7.25% PAT 4% Will close FY26 approx at [---] Cr PAT (20x on ttm) Store expansion : [---] by Mar27 with [--] additions in FY27 50:50 mix between PNG & lifestyle stores Studded share continues to improve over the next years management aims to increase mix to 13-14% FY27 growth outlook 20%+ implying 12000+ Cr REV May end FY27E on approx [---] Cr PAT Valuations : 16x on FY27E🫡 https://twitter.com/i/web/status/2021489426514530557 https://twitter.com/i/web/status/2021489426514530557"  
[X Link](https://x.com/EquityInsightss/status/2021489426514530557)  2026-02-11T07:40Z 58.1K followers, 16.6K engagements


"Recent Promoter Buying Few prominent names : Kalyan OneSource"  
[X Link](https://x.com/EquityInsightss/status/2021494888261616036)  2026-02-11T08:01Z 58.1K followers, 14.1K engagements


"Threat of AI 🥶 More like it will impact every sector in some form Biggest challenge right now is uncertainty"  
[X Link](https://x.com/EquityInsightss/status/2021839552097530014)  2026-02-12T06:51Z 58.1K followers, [----] engagements


"One of the effective ways I use to check whether Management walks the talk: It gives a good overall picture Prompt "Analyse the last [--] quarters concall transcripts Evaluate: Tone consistency Guidance vs actual delivery Execution on key stated priorities Any narrative shifts or backtracking Conclude whether management walks the talk" https://twitter.com/i/web/status/2021920827927830695 https://twitter.com/i/web/status/2021920827927830695"  
[X Link](https://x.com/EquityInsightss/status/2021920827927830695)  2026-02-12T12:14Z 58.1K followers, [----] engagements


"Strong Results from Lenskart but Valuations : 😶"  
[X Link](https://x.com/EquityInsightss/status/2021924752966004810)  2026-02-12T12:30Z 58.1K followers, [----] engagements


"Current Market Cap close to 90k Cr🙃"  
[X Link](https://x.com/EquityInsightss/status/2021925014103367885)  2026-02-12T12:31Z 58.1K followers, [----] engagements


"Companies that have given big guidance🟩 (Atleast 25% Growth for FY26🔥) Senores DEE Development SG Mart SG Finserve Remsons Ind Lumax Auto Shriram Properties Embassy Dev Capri Global Genus Power One Source Chamanlal Setia Faze [--] VOEPL Sobha Awfis V2Retail Waaree Energies Deep Ind Tara Chand Execution needs to be tracked Which one looks interesting"  
[X Link](https://x.com/EquityInsightss/status/1930490629034770547)  2025-06-05T05:03Z 58.1K followers, 34.7K engagements


"Good Quarterly Updates CSB Bank Total Deposits 🔼21% - [-----] Cr Gross Advances 🔼29% - [-----] Cr Gold Loans 🔼46% - [-----] Cr AU Small Finance Bank Total Deposits 🔼23% - [------] Cr Gross Advances 🔼24% - [------] Cr Bajaj Housing Finance AUM 🔼23% - [------] Cr Loan Assets 🔼23% - [------] Cr Disbursements 🔼31% - [-----] Cr Bajaj Finance AUM 🔼22% - [------] Cr Customer Franchise 🔼19% - [-----] Mn New Loans Booked 🔼15% - [----] Mn Ujjivan Small Finance Bank Total Deposits 🔼22% - [-----] Cr Gross Loan Book 🔼22% - [-----] Cr CASA 🔼33% - [-----] Cr Overall Disbursements 🔼55% & 🔼5% QoQ Group Loan Disbursement"  
[X Link](https://x.com/EquityInsightss/status/2007707936110629041)  2026-01-04T06:57Z 58.1K followers, 28.6K engagements


"What a Carnage Most of these names are down 50-70% from ATH with negative [--] year returns Wall Street Calls it the "SaaSpocalypse""  
[X Link](https://x.com/EquityInsightss/status/2019676947086020743)  2026-02-06T07:38Z 58.1K followers, [----] engagements


"KPIT Tech🔻50% from ATH Earnings call highlights explain why the market is cautious: Reported Weak Organic growth : (1%) Passenger car OEM spend down 20-25% Management highlighted a sharp reduction in mobility spend from passenger car OEMs. Volumes have fallen meaningfully & OEM profits have declined even more. Industry wide slowdown not KPIT specific Other ER&D providers are also seeing significant YoY reduction in automotive/mobility revenues. Management clarified that KPIT has largely not lost wallet share (& has gained with many T25 clients). The issue is that the overall pie has shrunk."  
[X Link](https://x.com/EquityInsightss/status/2020034715072467004)  2026-02-07T07:19Z 58.1K followers, 13.5K engagements


"Senco Gold☠ : Blockbuster quarter Q3FY26 REV 🔼50% - [----] Cr Adj EBITDA 🔼276% - [---] Cr Adj PAT 🔼390% - [---] Cr 9MFY26 REV 🔼30% - [----] Cr EBITDA 🔼133% - [---] Cr PAT 🔼200% - [---] Cr Management guiding for 25% REV growth for FY26 Solid expansion in margins lot might be due to inventory gains since their inventory hedging reduced recently"  
[X Link](https://x.com/EquityInsightss/status/2021972143559594075)  2026-02-12T15:38Z 58.1K followers, [----] engagements


"Selling has been relentless in many names Free fall in several stocks over the last few days Just filtered a few names many are already down 40-60% yet there are no signs of stability If you have patience the next 1-2 years can turn out to be very rewarding as an investor. Markets these days 🙃 https://twitter.com/i/web/status/2022191031819915443 https://twitter.com/i/web/status/2022191031819915443"  
[X Link](https://x.com/EquityInsightss/status/2022191031819915443)  2026-02-13T06:08Z 58.1K followers, 13.3K engagements


"Most of the top gainers in the last [--] month have been exporters Recovery from the lows has been massive since many were beaten down in 2025"  
[X Link](https://x.com/EquityInsightss/status/2022246928927572082)  2026-02-13T09:50Z 58.1K followers, [----] engagements


"AI directly attacked the core value proposition of these platforms When users can get instant answers tutoring coding help design assets content generation at near zero cost the need to pay marketplaces stock libraries or course platforms collapses Disruption is real"  
[X Link](https://x.com/EquityInsightss/status/2022360792507781608)  2026-02-13T17:22Z 58.1K followers, 13.6K engagements


"🚨Bajaj Finance is available at its lowest valuations in the last [--] years🚨 Even during Covid it did not go below [---] P/B Currently it is at [---] P/B After a 10% fall from current levels (CMP 6800) it will trade at [--] P/B on an FY25 basis which will be a no-brainer level to accumulate #bajajfinance"  
[X Link](https://x.com/EquityInsightss/status/1853345197775798611)  2024-11-04T07:55Z 58.1K followers, 231.6K engagements


"Bharti Airtel : Strong set Q3FY26 REV 🔼20% - [-----] Cr EBITDA 🔼25% - [-----] Cr ARPU at [---] vs [---] YoY Net debt (ex-lease) / EBITDAaL at 1.02x Overall consistent ARPU upcycle & continued deleveraging Bharti Airtel - solid performance continues One of the best largecap stock REV🔼26% - [-----] Cr EBITDA🔼36% - [-----] Cr EBIT🔼52% - [-----] Cr PAT🔼74% - [----] Cr Solid OCF : [-----] Cr vs [-----] Cr Record ARPU - [---] vs [---] YoY India Business REV🔼23% - [-----] Cr https://t.co/jngiisC5KW Bharti Airtel - solid performance continues One of the best largecap stock REV🔼26% - [-----] Cr EBITDA🔼36% - [-----] Cr"  
[X Link](https://x.com/EquityInsightss/status/2019381325879484868)  2026-02-05T12:03Z 58.1K followers, [----] engagements


"M&B Engineering Q3 growth on lower side 9M still decent Guidance of [----] Cr REV with EBITDA margins of 12.75% for FY26 Order inflows look healthy more details Important Clarification from Management of M&B Engineering Last years One-off Impact In Q2FY25 the company booked a one-time loss of profit compensation of [-----] Cr This was paid by a large Japanese PMC after a major battery project contract was cancelled Because of https://t.co/ERNJ9XUqsU Important Clarification from Management of M&B Engineering Last years One-off Impact In Q2FY25 the company booked a one-time loss of profit"  
[X Link](https://x.com/EquityInsightss/status/2020773009230103034)  2026-02-09T08:13Z 58.1K followers, [----] engagements


"State Bank of India : Strong Set Operating Profit 🔼40% - [-----] Cr PAT 🔼24% - [-----] Cr (highest ever quarterly profit) 9MFY26 ROA : 1.16% ROE : 20.7%🔥 Asset Quality : best in decades GNPA at 1.57% (down [--] bps YoY) NNPA at 0.39% NPA Ratios at their more than two decadal lows Advances 🔼15% Increased credit growth guidance👏 NIMs guidance around 3% https://twitter.com/i/web/status/2020752527596323235 https://twitter.com/i/web/status/2020752527596323235"  
[X Link](https://x.com/EquityInsightss/status/2020752527596323235)  2026-02-09T06:52Z 58.1K followers, [----] engagements


"Carlyle joins as strategic majority investor in Edelweisss housing finance arm Nido Home Finance Carlyle to invest [----] Cr in Nido Post transaction Carlyle becomes strategic majority stakeholder in Nido"  
[X Link](https://x.com/EquityInsightss/status/2021159630269759515)  2026-02-10T09:49Z 58.1K followers, 43.7K engagements


"IT carnage continues. Nifty IT 🔻5% today Nifty IT 🔻32% from ATH Even yesterday it was down 5% Its starting to look extreme now At the end of the day these are free cashflow generating co's with strong balance sheets Many are now trading at 5-7% FCF yield This looks more like an overreaction driven by fear Many companies will adopt It doesn't mean traditional IT businesses become irrelevant overnight Markets are currently extrapolating a lot of negatives far into the future https://twitter.com/i/web/status/2022172021913006512 https://twitter.com/i/web/status/2022172021913006512"  
[X Link](https://x.com/EquityInsightss/status/2022172021913006512)  2026-02-13T04:52Z 58.1K followers, 10.5K engagements


"120+ Stocks Trading at 10-25 P/E (Updated list) Manoj Vaibhav Motilal Oswal Maharastra Seamless Nitin Spinners Cosmo First Selan Exp L G Balakrishnan Prakash Pipes Redington J Kumar Infra Sharda Motor Arrow Greentech Mayur Uniquoters Goodluck India SJS Galaxy Surf Kross D-Link India Capacite Infra Jindal Drilling Angel One Gulf Oil Radiant Cash UTI AMC Man Industries Siyaram Silk RBZ Jewellers Sandhar Tech Shriram Pistons Ratnaveer Precis Indo Count Lumax Industries Talbros Auto Deepak Fert Just Dial Pokarna AVG Logistics Rolex Rings Bharat Rasayan Finolex Cables Apar Industries Mphasis"  
[X Link](https://x.com/EquityInsightss/status/1911318632551919773)  2025-04-13T07:20Z 58.1K followers, 79.3K engagements


"Excited to sharewere now SEBI Registered After 2+ years of consistently sharing insights on X we received several inquiries about launching our own research services. So we decided to go ahead get SEBI Registered and launch our dedicated Research Desk focused on uncovering high-growth opportunities in the Smallcap & Midcap space. We're now also live on Smallcase Theres been a lot going on in the background over the last few months. Thanks for the continued supportwell keep striving to add value❤"  
[X Link](https://x.com/EquityInsightss/status/1953091914653110735)  2025-08-06T13:52Z 58.1K followers, 166.7K engagements


"In Markets there are always different set of deals Many companies are growing 25%+ but trade at exorbitant multiples Similarly there are many that trade at very low multiples with no growth & no visibility of improvement ahead Buying low multiple stocks with no growth is like buying a stagnant stock Real challenge is finding that perfect deal 20%+ growth at reasonable valuations"  
[X Link](https://x.com/EquityInsightss/status/1979830801903526139)  2025-10-19T08:43Z 58.1K followers, 15.6K engagements


"Free fall in IT stocks Nifty IT📉 Nifty IT 5Y CAGR: 5% (AI 🥶) Big issue with largecap IT CC growth wasn't coming Many stocks have already seen huge de-rating On FCF yield they may look optically attractive But if growth isnt coming cheap can stay cheap for a long time"  
[X Link](https://x.com/EquityInsightss/status/2021801500142715020)  2026-02-12T04:20Z 58.1K followers, 31.1K engagements


"Big changes in Market cap leaderboard TCS slips to 6th spot Bharti Airtel SBI & ICICI gained share IT & FMCG losing their share (because of low growth rates) Composition of top companies is changing fast"  
[X Link](https://x.com/EquityInsightss/status/2021825273688478004)  2026-02-12T05:54Z 58.1K followers, [----] engagements


"Bajaj Finance stands out as one of the very few in the financial services industry that is speaking about AI in a deep quantified & outcome driven manner They are not just talking about AI adoption they are clearly showing: where AI is deployed This ability to move early execute at scale is exactly why Bajaj Finance consistently stays ahead of the curve https://twitter.com/i/web/status/2021893954292396372 https://twitter.com/i/web/status/2021893954292396372"  
[X Link](https://x.com/EquityInsightss/status/2021893954292396372)  2026-02-12T10:27Z 58.1K followers, 12.9K engagements


"Key takeaways from Arman Finance : Management commentary 👇 Cons. AUM grew 6.8% QoQ : [----] Cr👏 Stand. AUM grew 5.4% QoQ : [---] Cr This is happening after [--] quarters of AUM de-growth on QoQ basis Disb have started to pick up grew 83% YoY : [---] Cr (highest in last many quarters) Microfinance asset quality showing steady improvement : GNPA moderated from peak 4.4% to 3.4% as of Dec25 Namra Finance (MFI subsidiary) AUM : [----] Cr Quarterly Disb : [---] Cr QoQ growth 35% Again highest last in [--] quarters things are coming back to normal Overall collection efficiency improved from 95.6% (Sep25) to"  
[X Link](https://x.com/EquityInsightss/status/2022221966573457617)  2026-02-13T08:11Z 58.1K followers, [----] engagements


"Happiest Minds : Retail shareholder be like: Soota ji hum [--] saal se invested hain ab please kuch toh karo 🙂"  
[X Link](https://x.com/EquityInsightss/status/2022355386934903135)  2026-02-13T17:01Z 58.1K followers, 24.3K engagements


"Key Insights from Management Interactions Voltas : RAC Industry - Indian RAC industry Rs400bn expected 15% CAGR over next [--] years - RAC penetration in India only 10% - 70% localization already achieved focus now on compressor localization - Export opportunity significant as Europe demand remains strong - Industry likely to consolidate over time similar to China Syrma : Electronics Manufacturing - Indias EMS ecosystem structurally transforming with policy support - Increasing integration across PCB manufacturing EMS and R&D - PCB demand in India $5bn 90% currently imported - Electronics demand"  
[X Link](https://x.com/EquityInsightss/status/2022647147351695493)  2026-02-14T12:20Z 58.1K followers, [----] engagements


"All research reports & insights shared here https://t.me/equityinsightselite https://t.me/equityinsightselite"  
[X Link](https://x.com/EquityInsightss/status/2022647267333939465)  2026-02-14T12:21Z 58.1K followers, [----] engagements


"Key Insights from Panel Discussion (GCC / Commercial Real Estate) India leased record [--] MSF office space in CY25 GCCs alone accounted for 35% of total leasing GCC occupied Grade A stock expected to rise from [---] msf to [---] msf over next [--] years Number of GCCs likely to increase from [----] today to 2500-3000 by CY31-32 Bengaluru Hyderabad Chennai contribute 75% of GCC presence Flex space operators are critical enablers as GCCs start small & scale rapidly Budget support improves tax certainty & margins for GCCs https://twitter.com/i/web/status/2022648532017004565"  
[X Link](https://x.com/EquityInsightss/status/2022648532017004565)  2026-02-14T12:26Z 58.1K followers, [----] engagements


"Kalyan on fwd basis close to 25x on FY27E lowest in last 2-3 years At one point it used to trade 80x"  
[X Link](https://x.com/EquityInsightss/status/2022666356072841249)  2026-02-14T13:36Z 58.1K followers, 10.5K engagements


"Historical multiples of Kalyan"  
[X Link](https://x.com/EquityInsightss/status/2022666360661402078)  2026-02-14T13:36Z 58.1K followers, [----] engagements


"Despite heavy AI led capex hyperscaler stocks are under pressure - Microsoft 🔻27% Amazon 🔻21% Meta 🔻16% Alphabet 🔻11% from recent peaks Alphabet doubled [----] capex guidance to $175-185bn (vs $91bn in 2025) Meta guiding $115-135bn (vs $72bn) Amazon plans $200bn capex in [----] (vs $131bn in 2025) Combined capex of Microsoft Amazon Alphabet & Meta projected at $620bn in [----] 🔼65% YoY Hyperscalers gradually moving from asset-light to more asset-heavy models as capex intensity rises sharply Capex as % of Operating cash flow rising materially rising from 41% in [----] to 83% by 2026E AI"  
[X Link](https://x.com/EquityInsightss/status/2022672787895386269)  2026-02-14T14:02Z 58.1K followers, [----] engagements


"Earnings Season Sectoral Summary #Q3FY26 Good Results🔥: - Auto & Auto Ancillaries - Capital Markets (Exchanges Asset & Wealth Managers Rating Agencies) - Recycling - Jewelry both B2B & B2C - Value Retailers - Renewables - Defence - EMS RAC - Telecom - Power Transmission - Wire & Cable - US Healthcare providers - Tyre - Ports logistics - Cement - Hospitals CDMO Diagnostics - Hotels - Banks Gold Finance MFI - Capital Goods (few) - Real Estate Co-Working - Platform (New age) Many companies delivered blockbuster earnings esp in Small & Midcap segment🔥 Overall good earning season"  
[X Link](https://x.com/EquityInsightss/status/2022706039184097284)  2026-02-14T16:14Z 58.1K followers, 10.6K engagements


"Portfolio delivered 25% EPS growth Focus on 20%+ growth businesses at reasonable valuations Smallcase will be rebalanced soon Smallcase: Website: https://equityinsightselite.com https://equityinsightselite.smallcase.com/smallcase/EQIEFMM_0001 https://equityinsightselite.com https://equityinsightselite.smallcase.com/smallcase/EQIEFMM_0001"  
[X Link](https://x.com/EquityInsightss/status/2022706041608376678)  2026-02-14T16:14Z 58.1K followers, [----] engagements


"CreditAccess has entered a recovery phase with sequential portfolio growth driven by healthy disbursements (+13.4% YoY) Most encouraging signal is the collapse in fresh stress formation with monthly net PAR 15+ accretion falling sharply to 0.18% in Dec'25 from 0.47% in Sep'25 indicating that incremental slippages are now under control Credit costs are on a strong downtrend falling to [---] Cr in Q3 driven by lower new PAR accretion & reduction in write-offs The accelerated clean up phase is nearing completion as write offs declined sharply to [---] Cr in Q3 from 680-690 Cr in Q1-Q2"  
[X Link](https://x.com/EquityInsightss/status/2022951789440737662)  2026-02-15T08:31Z 58.1K followers, [----] engagements


"Exposure to risky multi-lender customers has fallen materially de-leveraging has played out GLP share of borrowers with [--] lenders has reduced to 4.9% from 25.3% in Aug'24 Borrowers with unsecured indebtedness above [--] lakh now form 7.8% of GLP versus 19.1% earlier Unique borrowers accounting for 43.4% of GLP compared to 26.6% in Aug'24 indicating reduced dependence on overlapped & heavily indebted customers"  
[X Link](https://x.com/EquityInsightss/status/2022953245753373078)  2026-02-15T08:36Z 58.1K followers, [----] engagements


"PEB Sector : Results Q3FY26 Excluding Interarch results have not been encouraging for the peers Valuations have normalised across the board"  
[X Link](https://x.com/EquityInsightss/status/2022954842852053100)  2026-02-15T08:43Z 58.1K followers, 11K engagements


"Arman Management was among the first to openly highlight emerging stress in the MFI sector Even when the broader industry narrative was still in upcycle mode Past concalls show they were flagging early warning signs"  
[X Link](https://x.com/EquityInsightss/status/2022959067996868819)  2026-02-15T09:00Z 58.1K followers, [----] engagements


"They started talking about in Q4FY24"  
[X Link](https://x.com/EquityInsightss/status/2022959074720247909)  2026-02-15T09:00Z 58.1K followers, [---] engagements


"Now there are clear signs industry is going back from recovery to growth mode"  
[X Link](https://x.com/EquityInsightss/status/2022961342572040620)  2026-02-15T09:09Z 58.1K followers, [----] engagements


"One of the best Results in the Smallcap/Midcap segment Quality Power MCX Thangamayil Jeena Sekho Manorama Senores Pharma V2Retail Pondy Oxides Rubicon Research Blackbuck Ather Energy Khazanchi Acutaas RR Kabel GNG Electronics Kalyan Sharda Crop CCL Products Aditya Info Uniparts Only concern is valuations some of them are trading at expensive multiples Not a buy/sell reco"  
[X Link](https://x.com/EquityInsightss/status/2022968681693893048)  2026-02-15T09:38Z 58.1K followers, 19.3K engagements


"There are many more just shared [--] names"  
[X Link](https://x.com/EquityInsightss/status/2022973497828401177)  2026-02-15T09:57Z 58.1K followers, [----] engagements


"TCS & AMD are expanding their strategic partnership to bring AMDs latest Helios rack scale AI computing architecture to India They will co develop AI data center infrastructure designs through TCS subsidiary HyperVault AI Data Center ltd TCS expanding into core AI infrastructure architecture & engineering This opens the door for more strategic collaborations as global technology players look to build large scale AI infrastructure in India Expect more partnerships across the AI ecosystem & increasing involvement in AI infrastructure led deals"  
[X Link](https://x.com/EquityInsightss/status/2023302861023805929)  2026-02-16T07:46Z 58.1K followers, [----] engagements


"Management explaining the impact of gold price movements Gold price changes mainly affect volumes while profitability remains largely stable since earnings are driven by making charges"  
[X Link](https://x.com/EquityInsightss/status/2023307616970219671)  2026-02-16T08:05Z 58.1K followers, [----] engagements


"@gaze_observer Good one basically they are hinting they don't want to do TARIL way🙃"  
[X Link](https://x.com/EquityInsightss/status/2023330083197575210)  2026-02-16T09:34Z 58.1K followers, [---] engagements


"Clarification: When I say selling pressure in the market Im referring specifically to Gold & Silver ETFs"  
[X Link](https://x.com/EquityInsightss/status/2017495411955728719)  2026-01-31T07:09Z 57.9K followers, [----] engagements


"@WizardsUnknown Yup just checked across all the gold & silver ETF's MTF exposure [----] Cr"  
[X Link](https://x.com/EquityInsightss/status/2017496558418477264)  2026-01-31T07:13Z 57.9K followers, [---] engagements


"Gold & Silver are witnessing record volatility Few Jewellers have reportedly paused accepting advance orders amid sharp intraday swings Managing inventory quoting prices to customers margin protection & working capital planning are turning into real challenges in such an environment Demand & footfalls had taken a hit due to elevated prices Now that prices have corrected sharply Will jewellers will see a pickup in footfalls https://twitter.com/i/web/status/2017500431128400195 https://twitter.com/i/web/status/2017500431128400195"  
[X Link](https://x.com/EquityInsightss/status/2017500431128400195)  2026-01-31T07:29Z 57.9K followers, 11.2K engagements


"The context here is Gold & Silver ETFs funded via MTF which are marked to market on daily basis Real estate is completely different Prices dont move intraday You dont get forced liquidation because prices moved in a single session So the comparison doesnt hold The point is not that leverage is bad Its about leverage combined with high intraday volatility which is specific to traded instruments like ETFs not real estate https://twitter.com/i/web/status/2017502163233345903 https://twitter.com/i/web/status/2017502163233345903"  
[X Link](https://x.com/EquityInsightss/status/2017502163233345903)  2026-01-31T07:36Z 57.9K followers, [---] engagements


"Garware Hi Tech Films delivered a stable quarter despite a challenging operating environment Company is trying to diversify its export mix & strengthen its presence in the MENA region to reduce geographic concentration risk. At the same time progress on the D2C journey remains steady with the launch of Garware Home Solutions opening of its first showroom in Mumbai. https://twitter.com/i/web/status/2017510149875958202 https://twitter.com/i/web/status/2017510149875958202"  
[X Link](https://x.com/EquityInsightss/status/2017510149875958202)  2026-01-31T08:07Z 57.9K followers, [----] engagements


"A must read if youre tracking affordable housing Home First had flagged stress in specific clusters earlier. Now the management is clearly confirming that the worst is behind. AUM growth guidance of 25% for FY26 & similar guidance for next year remains intact Issues seen in the first half due to the operating environment are gradually stabilising Stress was limited to a few states & those pockets are now improving MFI related delinquency overhang is tapering off Origination momentum has picked up internally & should translate into stronger disbursals Q4 disbursals expected to improve"  
[X Link](https://x.com/EquityInsightss/status/2017513811922899358)  2026-01-31T08:22Z 57.9K followers, [----] engagements


"Flatfish Set from CDSL & NSDL as expected due to low transaction charges They are high quality monopoly like businesses with strong structural tailwinds but current valuations leave very little margin of safety Earnings visibility is excellent & REV mix is steadily improving towards annuity like streams The problem is high valuations both trading [--] P/E"  
[X Link](https://x.com/EquityInsightss/status/2017645853083889702)  2026-01-31T17:07Z 58K followers, 10.4K engagements


"CDSL : Q3FY26 Total Income 🔼12% - [---] Cr PAT 🔼2% - [---] Cr QoQ income flat as Q2 had higher IPO / CA & other income Annual Issuer Income (Core growth driver) Q3FY26 - [---] Cr vs [--] Cr Transaction Charges Q3FY26 - [--] Cr Flat YoY Dependent on secondary market volumes Transaction charges continue to be in [--] Cr range (hit a peak of [--] Cr in Q2FY25) CDSL : Weak REV🔻1% - [---] Cr PBT🔻19% - [---] Cr PAT🔻14% - [---] Cr Last [--] Quarter Trends Transaction Charges: [--] Cr [--] Cr [--] Cr [--] Cr [--] Cr Annual Issuer Income: [--] Cr [--] Cr [--] Cr [---] Cr [---] Cr IPO / CA Income: [--] Cr [--] Cr [--] Cr [--] Cr"  
[X Link](https://x.com/EquityInsightss/status/2017655625577337299)  2026-01-31T17:46Z 57.9K followers, [----] engagements


"Nifty Metals down 9% in just the last [--] trading sessions Euphoria is clearly cooling off"  
[X Link](https://x.com/EquityInsightss/status/2017810705966371265)  2026-02-01T04:02Z 57.9K followers, [----] engagements


"MCX🔻15% reacting as collateral damage from the broader commodity sell off"  
[X Link](https://x.com/EquityInsightss/status/2017811559213568401)  2026-02-01T04:05Z 57.9K followers, 10.1K engagements


"All Capital Market stocks down after increase in STT"  
[X Link](https://x.com/EquityInsightss/status/2017851692969308262)  2026-02-01T06:45Z 58K followers, 35.9K engagements


"Markets clearly disappointed with budget Why always tinker with STT😭"  
[X Link](https://x.com/EquityInsightss/status/2017855877001379913)  2026-02-01T07:01Z 57.9K followers, [----] engagements


"Two minutes of silence for those who were expecting a cut in LTCG"  
[X Link](https://x.com/EquityInsightss/status/2017861799174128046)  2026-02-01T07:25Z 57.9K followers, 10.8K engagements


"The outrage around the recent STT hike has been very real & well justified This clearly shows that the Government does not really care about Capital Markets In [----] when LTCG & STCG were raised markets were in a strong bull phase Risk appetite was high & most participants were comfortable absorbing the increase But now the situation is very different Markets have not done well since [----] Confidence is already weak If they cannot do something positive at least there was no need to spook the markets further Decisions like these only add to fear frustration & anger This is a big negative for F&O"  
[X Link](https://x.com/EquityInsightss/status/2018035766400889076)  2026-02-01T18:56Z 57.9K followers, 11.3K engagements


"Peace out STT rant done and dusted 😅 Now back to what actually matters i.e. earnings In the long run stock prices are slaves to earnings Short term yes sentiment does take a hit & pessimism is clearly high right now But for long term investors nothing material has changed Good businesses will continue to grow & compound as they always have"  
[X Link](https://x.com/EquityInsightss/status/2018043504547758446)  2026-02-01T19:27Z 58K followers, [----] engagements


"We are currently at a stage where almost everything is down Stock markets are down Precious metals are down Cryptos are down"  
[X Link](https://x.com/EquityInsightss/status/2018201658745082093)  2026-02-02T05:55Z 58K followers, [----] engagements


"Interarch Building : Strong Set Q3FY26 REV 🔼44% - [---] Cr PBT 🔼43% - [--] Cr PAT 🔼32% - [--] Cr PAT hit by (3 Cr) labour code impact"  
[X Link](https://x.com/EquityInsightss/status/2018318074433400888)  2026-02-02T13:38Z 58K followers, [----] engagements


"@gaze_observer More details awaited"  
[X Link](https://x.com/EquityInsightss/status/2018375049435341080)  2026-02-02T17:24Z 58K followers, [----] engagements


"Party time for Exporters ✅🔥"  
[X Link](https://x.com/EquityInsightss/status/2018376610924347781)  2026-02-02T17:30Z 58K followers, 34.1K engagements


"Markets Reaction 🔥 Markets needed a sentiment booster Mother of all deal✅ Now US finally 🔥"  
[X Link](https://x.com/EquityInsightss/status/2018377946164306253)  2026-02-02T17:36Z 58K followers, [----] engagements


"@NewbieTrad84581 @gaze_observer Yes💚"  
[X Link](https://x.com/EquityInsightss/status/2018380809724678350)  2026-02-02T17:47Z 58K followers, [---] engagements


"Top earners on Urban Company are making 60% higher than typical entry level IT salaries Urban Company Partner Earnings Update Average monthly net in hand earnings for all active partners: [-----] (vs [-----] YoY) Top 20% partners: [-----] per month Top 10% partners: [-----] per month Top 5% partners: [-----] per month https://twitter.com/i/web/status/2018935991676084380 https://twitter.com/i/web/status/2018935991676084380"  
[X Link](https://x.com/EquityInsightss/status/2018935991676084380)  2026-02-04T06:33Z 58K followers, 11.4K engagements


"Five Star Management highlighting issues in asset quality Management said the problem in small ticket lending initially started due to customer over-leveraging but over time it has shifted into a behavioural issue When borrowers see one lender writing off loans or being lenient on collections they begin to expect similar treatment from other lenders as well This changes borrower mindset & weakens repayment discipline across the system This is not a good sign for lenders. https://twitter.com/i/web/status/2018940637941571588 https://twitter.com/i/web/status/2018940637941571588"  
[X Link](https://x.com/EquityInsightss/status/2018940637941571588)  2026-02-04T06:52Z 58K followers, [----] engagements


"@PragmaticT6330 broader markets still doing fine Advance/Decline ratio is healthy"  
[X Link](https://x.com/EquityInsightss/status/2018940935359606866)  2026-02-04T06:53Z 58K followers, [--] engagements


"in first category : V2Retail TD Power Acutaas"  
[X Link](https://x.com/EquityInsightss/status/2018993597069316564)  2026-02-04T10:22Z 58K followers, [----] engagements


"EMS Companies Growth Guidance FY26🔖 Avg Growth Guidance 30-40%"  
[X Link](https://x.com/EquityInsightss/status/1931587139902292277)  2025-06-08T05:40Z 58.1K followers, 39.8K engagements

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