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# ![@Financially_In Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1831348068312035331.png) @Financially_In Financially Free β„’

Financially Free β„’ posts on X about strong, growth, business, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1831348068312035331/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831348068312035331/c:line/m:interactions.svg)

- [--] Week [-----] -8.10%
- [--] Month [------] +150%
- [--] Months [-------] +8,958%
- [--] Year [-------] +5,809%

### Mentions: [--] [#](/creator/twitter::1831348068312035331/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831348068312035331/c:line/m:posts_active.svg)

- [--] Week [--] -47%
- [--] Month [--] +83%
- [--] Months [---] +2,325%
- [--] Year [---] +6,600%

### Followers: [-----] [#](/creator/twitter::1831348068312035331/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831348068312035331/c:line/m:followers.svg)

- [--] Week [-----] +3.60%
- [--] Month [-----] +11%
- [--] Months [-----] +944%

### CreatorRank: [---------] [#](/creator/twitter::1831348068312035331/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831348068312035331/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37.14% [countries](/list/countries)  9.52% [technology brands](/list/technology-brands)  5.71% [stocks](/list/stocks)  3.81% [currencies](/list/currencies)  3.81% [social networks](/list/social-networks)  1.9% [luxury brands](/list/luxury-brands)  0.95% [fashion brands](/list/fashion-brands)  0.95% [events](/list/events)  0.95%

**Social topic influence**
[strong](/topic/strong) 13.33%, [growth](/topic/growth) 11.43%, [business](/topic/business) 10.48%, [market](/topic/market) 10.48%, [company](/topic/company) 10.48%, [india](/topic/india) 9.52%, [in the](/topic/in-the) 8.57%, [products](/topic/products) 6.67%, [target](/topic/target) 6.67%, [ai](/topic/ai) 6.67%

**Top accounts mentioned or mentioned by**
[@nirajshah](/creator/undefined) [@grok](/creator/undefined) [@investindiaom](/creator/undefined)

**Top assets mentioned**
[HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This clip gives a quick glimpse of how our services create value for investors https://www.youtube.com/watchv=HXLrESrHYgw https://www.youtube.com/watchv=HXLrESrHYgw"  
[X Link](https://x.com/Financially_In/status/1980241696504840362)  2025-10-20T11:56Z [----] followers, 15.8K engagements


"Most people chase stock tips and hot investments But Warren Buffetts advice Pay off your credit cards first. If you're paying 18% interest no investment can beat that return. πŸ“‰ Credit card debt is a trap. πŸ’‘ Pay it off = guaranteed ROI.Tag someone who needs to hear this πŸ‘‡"  
[X Link](https://x.com/Financially_In/status/1918979277988548667)  2025-05-04T10:41Z [----] followers, [----] engagements


"Disclaimer: This is not a buy/sell recommendation. Rishabh Instruments a turnaround story playing out as anticipated. Aluminium Die-Casting (40% rev) was loss-making as COVID-era fixed contracts + surging input costs in Europe dragged margins to 14%. #rishabhinstruments #IndianMarkets #TurnaroundStory #investing Management renegotiated contracts shut unprofitable pockets and the reversal is visible: 4% 15%"  
[X Link](https://x.com/anyuser/status/1957417144347459921)  2025-08-18T12:19Z [----] followers, [----] engagements


"Kross Ltd: The Silent Gear Behind Indias Agri & Auto Story FY26: topline growth guidance 1012% (up to 15% if new products ramp) H2 FY26 expected to be 25%+ better than H1 Forging capacity doubled new presses in H2 Agri share 11% 15% target CV/Trailer cycle turning Minimal US exposure Backward integration (seamless tubes) Clear roadmap for growth over FY2628. Disclaimer: This is not a buy/sell recommendation. #kross #GrowthTriggers #AutoComponents"  
[X Link](https://x.com/Financially_In/status/1959884387299864640)  2025-08-25T07:43Z [----] followers, 26.5K engagements


"πŸš† Union Cabinet clears [-----] Cr for [--] railway projects: New rail line in Kutch Gujarat Expansions in Karnataka Telangana Bihar & Assam Boost to freight passenger connectivity & regional growth Beneficiaries: RVNL 100% revenue from rail infra (new lines doubling gauge conversion electrification workshops) pure-play rail infra PSU Ircon International strong presence in tracks bridges tunnels signaling (7580% rail infra rest highways/other projects) Both likely to see stronger order books & earnings visibility. Disclaimer: This is not a buy/sell recommendation. #RVNL #Ircon_International"  
[X Link](https://x.com/Financially_In/status/1960908748618113210)  2025-08-28T03:34Z [----] followers, [----] engagements


"Sri City -Andhra Pradesh Every management call on new capex mentions one name over and over Sri City. New plants new investments its all Sri City. So what makes Sri City so special and why are companies flocking there Sri City is an integrated business city on the Andhra PradeshTamil Nadu border about [--] km north of Chennai. Established in [----] it spans [----] acres with SEZ DTZ FTWZ and EMC zones. It hosts 200+ global companies like Isuzu PepsiCo and so on Focus sectors include automotive PEB electronics FMCG food processing and renewable energy making it one of Indias most successful"  
[X Link](https://x.com/Financially_In/status/1982236403267256770)  2025-10-26T00:02Z [----] followers, [----] engagements


"Indian Wedding Market (TAM) -Yearly Growth: 2022: [--] lakh weddings [----] lakh crore 2023: [--] lakh weddings [----] lakh crore 2024: [--] lakh weddings [---] lakh crore The Indian wedding industry is witnessing a massive boom supported by strong spending better infrastructure and a growing preference for local sourcing. Economic Scale: Between Nov 1Dec [--] around [--] lakh weddings are expected generating [---] lakh crore with Delhi alone contributing [---] lakh crore. Rising Expenditure: Although wedding volumes are stable spending per wedding has surged due to higher incomes inflation in gold and silver"  
[X Link](https://x.com/Financially_In/status/1984294615730573755)  2025-10-31T16:21Z [----] followers, [----] engagements


"Our Diwali pick Syrma SGS has delivered excellent numbers. The presentation is very interesting and explains all the JV information in detail definitely worth a read. Syrma SGS Technology Ltd Happy Diwali everyone πŸŽ‰ This Diwali were sharing one of the businesses we recently covered in detail with our community. Heres our Deep Research Note for you. Syrma SGS Technology Ltd. a leading Indian EMS player since [----] provides end-to-end https://t.co/IFGpBHA4w4 Syrma SGS Technology Ltd Happy Diwali everyone πŸŽ‰ This Diwali were sharing one of the businesses we recently covered in detail with our"  
[X Link](https://x.com/Financially_In/status/1988020675655987695)  2025-11-10T23:07Z [----] followers, [----] engagements


"Dr. Vishal Sikka former CEO of Infosys view on Indian IT Industry. AI Disruption Fears Hit Investor Sentiment https://www.youtube.com/watchv=aPR-g9ywsTw https://www.youtube.com/watchv=aPR-g9ywsTw"  
[X Link](https://x.com/Financially_In/status/2022342378011427056)  2026-02-13T16:09Z [----] followers, [----] engagements


"The U.S. housing market has shifted toward buyers as most homes now sell below their original list price and sellers are increasingly offering concessions such as help with closing costs or mortgage-rate buydowns. About 62% of buyers in [----] paid under list with average discounts near 8% the highest since [----] as elevated prices and mortgage rates keep many would-be buyers on the sidelines and leave more inventory for active buyers to negotiate over. https://www.wsj.com/real-estate/the-housing-market-is-swinging-toward-buyers-7c24d78est=JFrnM7&reflink=article_whatsapp_share"  
[X Link](https://x.com/Financially_In/status/2019146989405958175)  2026-02-04T20:32Z [----] followers, [---] engagements


"Cryptocurrencies are under massive pressure. Most coins are trading more than 50% below their all-time highs"  
[X Link](https://x.com/Financially_In/status/2019568614312144956)  2026-02-06T00:27Z [----] followers, [---] engagements


"Rolex Rings Ltd Guidance & Outlook: The company expects a rebound from December [----] supported by normalized exports and the festive season. For FY27 management is guiding for high-teens revenue growth driven by deferred orders and new wins. For FY26 growth is likely to remain in the mid-to-low teens if tariffs continue. The [--] MW solar project has been deferred to December [----] due to regulatory delays. Capacity & New Projects: The [--] MW solar plant is expected to go live by December [----]. The company has received a new [--] crore annualized nomination with supplies starting from February 2026."  
[X Link](https://x.com/Financially_In/status/2021513007331676602)  2026-02-11T09:13Z [----] followers, [----] engagements


"The MFI sector in a recovery phase moving towards sustainable growth not the high-growth pre-2024 era but a healthier more disciplined phase. -Muthoot Microfin management"  
[X Link](https://x.com/Financially_In/status/2021521385890456035)  2026-02-11T09:47Z [----] followers, [---] engagements


"Senco Gold Presentation- Key notes. Avg. Ticket Size: 93K from 86K. Revenue Guidance revise 25%+ Solid margins expansion lot might be due to inventory gains since their inventory hedging reduced recently The Inventory Days remained stable at [------] days. The company successfully shifted its mix toward "lightweight" and budget-friendly designs to keep volumes moving despite the price surge. https://twitter.com/i/web/status/2022078444452925524 https://twitter.com/i/web/status/2022078444452925524"  
[X Link](https://x.com/Financially_In/status/2022078444452925524)  2026-02-12T22:40Z [----] followers, [---] engagements


"LG Electronics India Ltd The management has shared some interesting insights about the business. Why was the quarter weak The festive season was shorter with demand shifting to the earlier quarter. After Diwali sales of ACs and refrigerators slowed down. Profitability was also impacted by one-time factors like higher wage costs due to the new labour code and a tax impact from the APA settlement. In addition rising raw material prices and forex costs put pressure on margins. Managements view: The company believes the weakness is cyclical not structural. It expects margins to normalise from Q4"  
[X Link](https://x.com/Financially_In/status/2022366432458141806)  2026-02-13T17:45Z [----] followers, [----] engagements


"Syrma SGS Acquires 49% Stake in KSolare Energy Pvt Ltd Syrma SGS has acquired a 49% stake in KSolare Energy Pvt Ltd a leading solar inverter manufacturer for approximately [----] crore. This move marks Syrma SGSs entry into the residential solar inverter market alongside Premier Energies which holds the remaining 51% stake. Through this partnership Syrma SGS aims to leverage Premier Energies robust distribution network and its own electronics manufacturing expertise to capture growth opportunities in the rapidly expanding residential solar market. About KSolare Energy Pvt Ltd: KSol are"  
[X Link](https://x.com/anyuser/status/1981329775751815468)  2025-10-23T12:00Z [----] followers, [----] engagements


"Heres something you shouldnt miss while looking at Laurus Labs results"  
[X Link](https://x.com/anyuser/status/1981339905578955253)  2025-10-23T12:40Z [----] followers, [----] engagements


"Pace Digitek has won orders totaling [----] crore. Whats even more interesting the latest management interview below. Pace Digitek Ltd is newly listed IPO and focused on BESS [----] Cr Order Book Executable Over [--] Months. An interesting conversation with managementπŸ‘‡ https://t.co/A67Ysp1Uld https://t.co/niq36Fibul Pace Digitek Ltd is newly listed IPO and focused on BESS [----] Cr Order Book Executable Over [--] Months. An interesting conversation with managementπŸ‘‡ https://t.co/A67Ysp1Uld https://t.co/niq36Fibul"  
[X Link](https://x.com/anyuser/status/1981369482560827560)  2025-10-23T14:37Z [----] followers, [----] engagements


"This quarter has been tough for export companies due to tariffs. Despite these challenges this companys export data looks very strong #CARYSIL Carysil Ltd is reducing its U.S. concentration and Q2FY26 revenue 30%. https://t.co/4CnlmZ37Wm Carysil Ltd is reducing its U.S. concentration and Q2FY26 revenue 30%. https://t.co/4CnlmZ37Wm"  
[X Link](https://x.com/anyuser/status/1981504356588671352)  2025-10-23T23:33Z [----] followers, [----] engagements


"PTC India Financial Services Ltd - improving asset quality"  
[X Link](https://x.com/anyuser/status/1981671504753709401)  2025-10-24T10:37Z [----] followers, [----] engagements


"EPack Prefab Technologies Ltd Growth & Revenue: -Sustaining 4344% CAGR; committed to similar growth ahead. -Pre-engineered building segment to grow 50%+. -Revenue target: [----] crore by FY27FY28. -Proven record of meeting market commitments. Margin guidance: 10.511% with potential up to 11.5%. Operations & Order Book: Order book covers [--] months of business with an order book-to-revenue ratio of 1.5x; FY-end target set at 1200+ crore. EPack Prefab is operating near full efficiency with its three pre-engineered building plants running at 8890% capacity in Q2. The newly commissioned insulated"  
[X Link](https://x.com/anyuser/status/1981842927522345009)  2025-10-24T21:59Z [----] followers, [----] engagements


"CCL Products shipping data shows a record quarter up 73% YoY and 46% QoQ. A strong quarter lies ahead as the results are set to be announced"  
[X Link](https://x.com/anyuser/status/1981863332694130905)  2025-10-24T23:20Z [----] followers, [----] engagements


"Cleaning up the books has the highest probability for a rerating. Do check out this business. It is recently announced its results and shared an interesting presentationπŸ‘‡ PTC India Financial Services Ltd - improving asset quality https://t.co/PQmuwQZl47 PTC India Financial Services Ltd - improving asset quality https://t.co/PQmuwQZl47"  
[X Link](https://x.com/anyuser/status/1982410526019002871)  2025-10-26T11:34Z [----] followers, [---] engagements


"Sai Silks (Kalamandir) Ltd This is a clear turnaround story. Both top line and bottom line are showing solid growth. The IPO-funded new showrooms have now reached breakeven and a few more were opened this quarter as mentioned in the last con-call. This means even better revenue and profit visibility ahead. The coming quarter has more auspicious days and the festive season which should further boost performance. Overall the numbers are excellent. Disc: No buy/sell recomm"  
[X Link](https://x.com/anyuser/status/1982858152455389477)  2025-10-27T17:13Z [----] followers, [----] engagements


"Mr. Neeraj Shah @_nirajshah is one of those rare anchors who brings out exactly what investors and the market want to hear from the management/Zen Technologies Ltd Kudos to you Neeraj Shah We truly love your management interviews always sharp insightful and full of value. https://www.youtube.com/watchv=jD-6SqYB_GY https://www.youtube.com/watchv=jD-6SqYB_GY"  
[X Link](https://x.com/anyuser/status/1982916765408538745)  2025-10-27T21:06Z [----] followers, [----] engagements


"Sai Silks (Kalamandir) Ltd Q2FY26 Concall Key notes [--]. Growth Outlook: The management has raised its full-year growth guidance. Earlier they had guided for around 15% growth but now they expect revenue to grow between 18% and 20% for the full year. For the second half (H2) they are targeting a total revenue of about [----] crore for the year. [--]. Expansion Plans: The expansion plan for the Varamahalakshmi format funded by IPO proceeds is very much on track. Out of the [--] Varamahalakshmi stores planned in the DRHP [--] are already operational and [--] more are in progress. IPO funds are also being"  
[X Link](https://x.com/anyuser/status/1983105633676136624)  2025-10-28T09:36Z [----] followers, [----] engagements


"SKM Egg Products Export (India) Ltd It is a deep commodity business and we studied it two quarters ago by closely tracking the promoters actions. We analyzed how the supply and demand mismatch could create opportunities for investors. These aspects were discussed in detail and simplified for our community. Now the business has delivered phenomenal results and we believe our community is truly benefiting by learning how to understand such deep commodity-based businesses"  
[X Link](https://x.com/anyuser/status/1983483962451218570)  2025-10-29T10:40Z [----] followers, [----] engagements


"Waaree Energies and Premier Energies are moving in the same direction and competition in the transformer segment is increasing. Other established transformer players are also ready with their CAPEX plans. Connect the dots and youll understand how the margins in the transformer business are likely to play out"  
[X Link](https://x.com/anyuser/status/1983487306490077588)  2025-10-29T10:53Z [----] followers, [----] engagements


"Platform businesses remain relatively strong and are delivering impressive numbers. Investors should monitor this space closely"  
[X Link](https://x.com/anyuser/status/1983501912168116731)  2025-10-29T11:51Z [----] followers, [---] engagements


"RateGain secured US$125 million in financing from HSBC & Citibank for its UK subsidiary funding the Sojern acquisition. The company issued a US$137.5 million corporate guarantee for this facility expecting no adverse impact due to subsidiary financial consolidation. Yesterday: RateGain expands partnership with Royal Orchid Hotels integrating its AI-first UNO suite across [---] properties including the new ICONIQA brand. This unified tech stack aims to maximize direct bookings improve profitability and support Royal Orchid's rapid expansion plans. Interesting actions are on"  
[X Link](https://x.com/anyuser/status/1983542281375289728)  2025-10-29T14:31Z [----] followers, [----] engagements


"Fischer Medical Ventures Ltd A few quarters back we looked into this niche MRI manufacturing business and now its delivering phenomenal results. The numbers speak for themselves The Indian MRI market is projected to reach USD [------] Million by 2029-30 from [---] million in [----] CAGR of 6.09% from FY24 to FY29. Which company is operate in this space https://t.co/fzelb4AwTD The Indian MRI market is projected to reach USD [------] Million by 2029-30 from [---] million in [----] CAGR of 6.09% from FY24 to FY29. Which company is operate in this space https://t.co/fzelb4AwTD"  
[X Link](https://x.com/anyuser/status/1983554320210784621)  2025-10-29T15:19Z [----] followers, [----] engagements


"One common pattern has been observed: asset quality is improving across most PSU banks. Canara BankπŸ‘‡"  
[X Link](https://x.com/anyuser/status/1983849953752428671)  2025-10-30T10:54Z [----] followers, [----] engagements


"Syrma SGS Incentives Summary πŸ› [--]. Central Government ECMS (PLI Scheme) Type: Revenue-based Production Linked Incentive (PLI) Rate: 5% on eligible revenue Extra Support: Additional capex benefits for advanced PCB components (like HDI flex) Estimated Benefit: Around [---] crore over five years for Phase [--] (PCB line with [--------] crore revenue) 🏒 [--]. Andhra Pradesh State Government Type: Capex-based incentive Rate: About 50% of total capital cost Estimated Amount: [------] crore on a [---] crore investment (Phase 1) Payout Timeline: First tranche expected in [----] after trial production begins in late"  
[X Link](https://x.com/anyuser/status/1984023945587179557)  2025-10-30T22:25Z [----] followers, [----] engagements


"Vaibhav Global Ltd - Key notes - Concall. Guidance Exceeded: Q2 revenue growth (10.2% YoY) exceeded the 7-9% guidance that was maintained throughout both quarters indicating that the guidance is now more of a conservative floor rather than a risky target. Tariff Risk De-risked: In Q1 the 25% U.S. tariff was a major unknown and forced a guidance downgrade. By Q2 the management presented a concrete executed strategy (US casting operation) that effectively mitigates the tariff impact shifting the narrative from crisis management to strategic advantage. Stronger UK Growth (+5.7% vs. +2.3%): The"  
[X Link](https://x.com/anyuser/status/1984038122313732549)  2025-10-30T23:22Z [----] followers, [----] engagements


"If youre looking for the real catalyst you must know about Purple Fabric the AI platform of Intellect Design Arena.🌟"  
[X Link](https://x.com/anyuser/status/1984049284837249057)  2025-10-31T00:06Z [----] followers, 10.3K engagements


"Steelcast has reported strong numbers. The shipping data had already hinted at this trend earlier and its now clearly reflected in the results. The export contribution has increased. Despite facing tariff pressures Steelcast has managed to improve its margins QoQ & YoY and Improved Working capital cycle. Overall its been a good performance. Disc: No buy and Sell. Steelcasts shipping data beats YoY and QoQ. Disc: No buy and sell https://t.co/36ilaGUMeP Steelcasts shipping data beats YoY and QoQ. Disc: No buy and sell https://t.co/36ilaGUMeP"  
[X Link](https://x.com/anyuser/status/1984261747725738000)  2025-10-31T14:10Z [----] followers, [----] engagements


"Tatva has come out with strong numbers and the key catalysts are discussed below. What is happening in "Tatva Chintan" lets decode. Topline Growth: For FY26 the company is guiding for 25%+ revenue growth. The SDA segment is expected to grow 4070% and PASC to grow 40%+. Margins: Management expects EBITDA margins to bounce back to 2021% in FY26 (vs. 8.9% What is happening in "Tatva Chintan" lets decode. Topline Growth: For FY26 the company is guiding for 25%+ revenue growth. The SDA segment is expected to grow 4070% and PASC to grow 40%+. Margins: Management expects EBITDA margins to bounce"  
[X Link](https://x.com/anyuser/status/1984267812727328935)  2025-10-31T14:34Z [----] followers, [----] engagements


"Intellect Design Arena Ltd Q2FY26 PPT snippet πŸ‘‡ Just read it and it will make you want to study the company in depth. If youre looking for the real catalyst you must know about Purple Fabric the AI platform of Intellect Design Arena.🌟 https://t.co/YlS9zcPLDy If youre looking for the real catalyst you must know about Purple Fabric the AI platform of Intellect Design Arena.🌟 https://t.co/YlS9zcPLDy"  
[X Link](https://x.com/anyuser/status/1984273213069918633)  2025-10-31T14:56Z [----] followers, 36.3K engagements


"Vintage Coffee & Beverages Ltd Many are saying there wont be much growth this quarter since the new capacity will only come by Q4 FY26. So most people are assuming the quarter-on-quarter performance will remain muted. But the interesting point as shown in the screenshot below is that during Q1 FY26 the company was already running at full capacity utilization and during the same period it also completed plant maintenance. This means the company managed 100% utilization and Plant maintenance together in Q1FY26 which is something investors should note. We believe the coming quarters QoQ numbers"  
[X Link](https://x.com/anyuser/status/1984348872454328552)  2025-10-31T19:56Z [----] followers, [----] engagements


"One common pattern has been observed: asset quality is improving across most PSU banks. Canara BankπŸ‘‡ https://t.co/aTe75sRoVx One common pattern has been observed: asset quality is improving across most PSU banks. Canara BankπŸ‘‡ https://t.co/aTe75sRoVx"  
[X Link](https://x.com/anyuser/status/1984364444458131837)  2025-10-31T20:58Z [----] followers, [----] engagements


"Federal Reserve Chair Jerome Powell doesnt think the AI boom is another dotcom bubble. https://finance.yahoo.com/news/powell-says-unlike-dotcom-boom-210422880.html https://finance.yahoo.com/news/powell-says-unlike-dotcom-boom-210422880.html"  
[X Link](https://x.com/anyuser/status/1984775018861990376)  2025-11-02T00:10Z [----] followers, [---] engagements


"UPI achieved a record high in October [----] processing [----] billion transactions up 3.6% month-on-month with a total value of [-----] lakh cr a 9.5% rise from September. The growth was driven by festive season spending with a peak of [---] million transactions in a single day on October [--]. https://entrackr.com/news/upi-hits-all-time-high-of-207-bn-transactions-in-october-10612233 https://entrackr.com/news/upi-hits-all-time-high-of-207-bn-transactions-in-october-10612233"  
[X Link](https://x.com/anyuser/status/1984928336435392810)  2025-11-02T10:19Z [----] followers, [---] engagements


"Capri Globals management led by MD Rajesh Sharma remains confident about sustaining strong profitable growth while improving efficiency. Growth: They aim to grow 3040% annually maintaining FY26 guidance backed by diversification tech adoption and focus on secured lending (gold MSME micro-lab and construction finance). Profitability: Targeting ROE of 1618% and ROA around 4% with margins expected to expand by [--] bps as funding and operating costs fall. Cost Efficiency: Cost-to-income ratio stands at 49% to be gradually reduced to 40% within [---] years down from 70% two years ago. Co-lending:"  
[X Link](https://x.com/Financially_In/status/1985011758994472972)  2025-11-02T15:50Z [----] followers, [----] engagements


"Vintage Coffee & Beverages Ltd Everywhere on Twitter many are discussing that the QoQ growth would be muted because the company had already operated at 100% capacity in Q1 FY26. However as highlighted in the screenshot below (πŸ‘‡) investors seem to have missed a key point that required closer observation. Now as we anticipated growth has clearly materialized revenue is up 33% QoQ and PAT has reached an all-time high. Vintage Coffee & Beverages Ltd Many are saying there wont be much growth this quarter since the new capacity will only come by Q4 FY26. So most people are assuming the"  
[X Link](https://x.com/Financially_In/status/1985292787684676068)  2025-11-03T10:27Z [----] followers, [----] engagements


"Heath is First πŸ‘‡ Cardiovascular diseases are the leading cause of death in India responsible for approximately 31% of all deaths. Not just that since [----] theres been a 13% rise in heart attacks among adults under [--]. Exercise eat & sleep well folks Cardiovascular diseases are the leading cause of death in India responsible for approximately 31% of all deaths. Not just that since [----] theres been a 13% rise in heart attacks among adults under [--]. Exercise eat & sleep well folks"  
[X Link](https://x.com/anyuser/status/1985329375676334251)  2025-11-03T12:53Z [----] followers, [----] engagements


"We discussed the PEB sector with our community. Among them we also took a high-growth company for an in-depth discussion covering the reasons behind its growth and comparing it with peers. One key point is the order backlog and how it is converting into nearly 1.5x of annual revenue. These insights will give you a good idea about PEB sector "  
[X Link](https://x.com/anyuser/status/1985358918839578718)  2025-11-03T14:50Z [----] followers, [----] engagements


"An Interesting development Vishnu Chemicals' subsidiary extended the timeline for its South African chrome mining complex acquisition. Originally set for completion within one year it's now targeted for January [----] due to pending conditions. Key deal terms remain unchanged"  
[X Link](https://x.com/anyuser/status/1985437721679049068)  2025-11-03T20:03Z [----] followers, [---] engagements


"L.G. Balakrishnan & Bros Ltd: Could the new 15-acre Nagpur plant be driving these strong numbers Yes the momentum is expected to continue supported by their leadership in chains and strong demand in 2W following GST [---]. Disc: No buy and sell"  
[X Link](https://x.com/anyuser/status/1985700158001070482)  2025-11-04T13:26Z [----] followers, [----] engagements


"Aimtron Electronics Ltd FY26 Guidance: Management is confident of achieving [------] crore in revenue. They have already achieved [---] crore (around 45% of the target) in H1 and typically H2 is much stronger. The order book has exceeded expectations currently standing at 3x their revenue ( Order book: 468crores ) OCF at 2crore. Last two months company continues winning orders (πŸ‘‡) Disc: no buy and sell"  
[X Link](https://x.com/Financially_In/status/1985874508679352769)  2025-11-05T00:59Z [----] followers, [----] engagements


"How has Steelcast managed to maintain its margins despite the tariffs impacting its business #STEELCAS Some notes- Concall related to US Tariff. The US market accounts for 30% of Steelcasts total sales. Customer Loyalty: Customers have confirmed they will not change their supply chain and are awaiting a US trade deal. Competitive Position: Steelcast maintains a cost advantage over Chinese suppliers (5% 12% 13% lower in key products) supporting export competitiveness. Pricing & Cost Mitigation: No price reductions have been given to customers despite tariff pressures; customers are managing"  
[X Link](https://x.com/anyuser/status/1986206170286350807)  2025-11-05T22:57Z [----] followers, [----] engagements


"Post Results - CCL Products Management talk https://www.youtube.com/watchv=Kx4KEUFucyM https://www.youtube.com/watchv=Kx4KEUFucyM"  
[X Link](https://x.com/Financially_In/status/1986473063869771909)  2025-11-06T16:37Z [----] followers, [----] engagements


"Vintage Coffee & Beverages First Concall : Q2FY26. Brownfield Project: [----] MT capacity addition by March [----] taking total spray/agglomerated capacity to [-----] MT. Ramp-up expected within two months. Greenfield Project: [----] MT freeze-dried coffee plant by March [----] / Q1 FY28. Equipment orders already placed in Europe. Long-Term Goal: Reach [-----] MT total capacity (1213k MT spray/agglomerated + 78k MT freeze-dried). Capex: Brownfield [--] crore (internal cash) Freeze-dried [---] crore (via debt no equity dilution planned). Margins & Outlook: EBITDA margins 2225% for freeze-dried vs 1618% for"  
[X Link](https://x.com/Financially_In/status/1986549276562825402)  2025-11-06T21:40Z [----] followers, [----] engagements


"CCL Products long-term vision is to become a full-fledged FMCG company. In the B2C segment the company plans to launch products in other categories along with coffee. Currently B2C contributes about 1012% of total revenue with [---] crore in Q2 and the company is focusing on growing this segment even faster. Post Results - CCL Products Management talk https://t.co/ae0DB3jUvo Post Results - CCL Products Management talk https://t.co/ae0DB3jUvo"  
[X Link](https://x.com/Financially_In/status/1986552828777705919)  2025-11-06T21:54Z [----] followers, [----] engagements


"ADF Foods has reported decent numbers this quarter. Interestingly margins have improved which is notable given that its a US-focused export business. OPM 22% vs 17% 18% (QoQ). Where is tariff effect"  
[X Link](https://x.com/anyuser/status/1986790647894888894)  2025-11-07T13:39Z [----] followers, [---] engagements


"Kiri Industries Ltd - Concall Q2FY26 The payment did not come through as the company couldnt obtain approval from the Chinese government on time. As a result Deloitte granted them an extension until the end of November provided they deposit around USD [--] million by November [--]. The management believes there is a 50-50 chance of receiving the approval and making the payment on time. If that doesnt happen the second bidder a private equity firm already in discussions will be given the opportunity. They estimate a 90% chance of receiving the funds by December [--] [----]. Kiri has also partnered with"  
[X Link](https://x.com/anyuser/status/1986909011845812582)  2025-11-07T21:29Z [----] followers, [----] engagements


"People often think PEAD simply means a company has delivered surprise results and they start calling it a PEAD stock. But many forget to check market sentiment what kind of market we are in and whether the earnings surprise is sustainable or just a one-off. You need to check carefully whether growth will continue for the next few quarters. Only then can you call it a true PEAD Last quarter the company delivered a surprise in its numbers and this quarter it delivered an even better surprise #HBLENGINE"  
[X Link](https://x.com/Financially_In/status/1987197568107909422)  2025-11-08T16:36Z [----] followers, [----] engagements


"But But. Don't miss check out this. #HBLENGINE Q2 of FY [--] has been extraordinarily good and management currently does not expect such good results in any single quarter in the next few years.πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ Before making a financial model you must consider the following points. People often think PEAD simply means a company has delivered surprise results and they start calling it a PEAD stock. But many forget to check market sentiment what kind of market we are in and whether the earnings surprise is sustainable or just a one-off. You need to check People often think PEAD simply means a company has"  
[X Link](https://x.com/Financially_In/status/1987269981198016853)  2025-11-08T21:24Z [----] followers, [----] engagements


"TARIL down 20%. The World Bank banned TARIL India a leading transformer manufacturer in India due to corruption in a [----] crore power grid improvement project in Nigeria. https://www.newsit.live/news/world-bank-bans-taril-india-for-corruption-allegations-in-nigeria-project-690f0ddfd69e3e278d133014 https://www.newsit.live/news/world-bank-bans-taril-india-for-corruption-allegations-in-nigeria-project-690f0ddfd69e3e278d133014"  
[X Link](https://x.com/anyuser/status/1987742824209457227)  2025-11-10T04:43Z [----] followers, [----] engagements


"Another acquisition : Syrma SGS Good move: Syrma SGS Technology is making a strategic entry into Indias Defence and Maritime electronics sector by acquiring a 60% stake in Elcome Integrated Systems. Strategic Move: This marks Syrmas first major step into Defence Electronics a sector of growing national importance under the Aatmanirbhar Bharat mission. About Elcome: Founded in [----] and based in Navi Mumbai Elcome has over four decades of experience in Defence and Maritime systems providing navigation communication and surveillance technologies for the Indian Navy and other key institutions."  
[X Link](https://x.com/anyuser/status/1988018010246742219)  2025-11-10T22:56Z [----] followers, [----] engagements


"Syrma SGS Technology Ltd Key note for Q2FY26. Company has maintained its 3035% revenue growth guidance and no change on that front. Order book has moved up from around [----] crore to [----] crore. [--] new key customers added during the quarter; management sees $100 million potential from these additions. Working capital stood at [--] days in Q1 and [--] days in Q2. The target is to bring it down to around [----] days in the next [--] quarters. The [----] crore QIP approved in Q1 continues to remain valid. Management clearly mentioned it will be used only for a meaningful inorganic opportunity or a large"  
[X Link](https://x.com/anyuser/status/1988346646225183119)  2025-11-11T20:42Z [----] followers, [----] engagements


"Weve launched a new tool today Auto Sales Data Tracking Tool ( Auto tool) for Financially Free Community. This tool covers historical sales data of all auto OEMs including 2-wheelers 3-wheelers and 4-wheelers. It helps you easily track sales trends and understand which OEMs are gaining or losing market share over time. For those who do scuttlebutt research in the auto industry this tool will make your work much simpler . All key sales data is now available in one place Heres a small snippet from one of Indias biggest OEMs showing how the historical data looks. You can also watch the demo"  
[X Link](https://x.com/anyuser/status/1988349596339499508)  2025-11-11T20:54Z [----] followers, [----] engagements


"Rico Auto Industries Ltd - Land monetization will be game changer The company discussed the monetization of its land assets during the last on-call meeting. Out of its [--] factories one is located in a prime area of Gurugram covering approximately [--] acres. The company plans to sell this land for around [--------] crores and relocate the factory to another location. The proceeds from this sale are expected to be utilized for the benefit of shareholders. From other companies perspectives this move could be a potential game-changer. #RICOAUTO Debt : 690cr and Debt/Equity: 0.92"  
[X Link](https://x.com/anyuser/status/1988611757049368999)  2025-11-12T14:16Z [----] followers, 10.5K engagements


"This quarter cable and wire companies have all delivered stellar results. None missed the mark underlining a strong and consistent sector performance"  
[X Link](https://x.com/anyuser/status/1988641680421966059)  2025-11-12T16:14Z [----] followers, [---] engagements


"As an investor always pay close attention to companies "gaining market share "because thats often where the real opportunities begin to emerge"  
[X Link](https://x.com/anyuser/status/1988723063509164277)  2025-11-12T21:38Z [----] followers, [----] engagements


"Entero Healthcare Solutions Ltd guided for 30% growth and has achieved 24% in H1 and other guidance are inline. As an investor always pay close attention to companies "gaining market share "because thats often where the real opportunities begin to emerge. https://t.co/Y4RiMlCnAk As an investor always pay close attention to companies "gaining market share "because thats often where the real opportunities begin to emerge. https://t.co/Y4RiMlCnAk"  
[X Link](https://x.com/anyuser/status/1989031308652118044)  2025-11-13T18:03Z [----] followers, [----] engagements


"Entero Healthcare: Concall Insights at a Glance The management sounds confident and has once again reaffirmed its 30% revenue growth target for the year. Margins are improving mainly because of the strong performance in the MedTech segment. M&A activity has picked up well and revenue has crossed [----] crore with about 60% coming from MET. This mix should help lift EBITDA margins by [--] to [--] basis points. On the cash flow side things look clearer now. The company has guided for 100+ crore in operating cash flow for the full year with net working capital at [--] days. The GST rate cut from 12% to"  
[X Link](https://x.com/Financially_In/status/1989046338852446690)  2025-11-13T19:02Z [----] followers, 13.4K engagements


"Glenmark Pharmaceuticals Ltd Must check this in P&L statement"  
[X Link](https://x.com/anyuser/status/1989319237664391581)  2025-11-14T13:07Z [----] followers, [----] engagements


"-     Garware Hi Tech Films Ltd - Concall on Tariff & Margins. Garware Hi-Tech Films Ltd (GHFL) faced a tough Q2 FY26 mainly because of the revised US tariff structure which increased duties by up to 50% across all product categories. This sudden change in the geopolitical environment created real pressure on the business. Inventory Behavior: In the US market customers and distributors deliberately reduced their inventory from the usual [--] months to [----] months expecting tariffs to possibly come down. Even with this reduction GHFL continued to receive steady orders. Management believes that if"  
[X Link](https://x.com/anyuser/status/1989428968391426434)  2025-11-14T20:23Z [----] followers, [----] engagements


"/  Great Reply by Garware Hi Tech management in - Concall Q2FY26. An analyst asked the management why geographical data and other details were reduced in the latest presentation and suggested that continuing to share such information would help the investor community. The management responded immediately and with complete clarity. They explained that while they used to provide all these details earlier they later realised that competitors were benefiting far more from these disclosures than investors. To protect the companys strategic positioning they chose to limit certain information. It"  
[X Link](https://x.com/Financially_In/status/1989665656833261573)  2025-11-15T12:03Z [----] followers, [----] engagements


"Mr. Warren Buffetts entry into Google at an all-time high should give confidence to those who believe that AI is not in a bubble. Warren Buffett just aped $4.3 billion into this chart and you're bearish on AI $GOOG https://t.co/GcNUdTw51p Warren Buffett just aped $4.3 billion into this chart and you're bearish on AI $GOOG https://t.co/GcNUdTw51p"  
[X Link](https://x.com/anyuser/status/1990179888515756258)  2025-11-16T22:07Z [----] followers, [----] engagements


"Rico Auto Industries Ltd Has the Company Started Playing Its Cards #RICOAUTO An interesting development has emerged regarding the 27-acre land monetization opportunity at the Gurugram plant. Earlier a buyer had approached the company with an offer of [---] Cr for the land. Recently the same buyer returned with a significantly higher proposal of [---] Cr. However the company once again declined the offer. Management stated that the last time discussions took place they were evaluating valuations in the range of [--------] Cr and at present they believe the land is worth [--------] Cr. What makes this"  
[X Link](https://x.com/anyuser/status/1990352011334725648)  2025-11-17T09:31Z [----] followers, [----] engagements


"Listing soon in NSE"  
[X Link](https://x.com/Financially_In/status/1976375318274506858)  2025-10-09T19:52Z [----] followers, [---] engagements


"KRN Heat Exchanger's wholly-owned subsidiary KRN HVAC Products has commenced commercial production of its Bus AC Division at its new manufacturing plant in Neemrana. This expands the company's operational capacity in Heat Exchangers and HVAC"  
[X Link](https://x.com/Financially_In/status/1978449512071843936)  2025-10-15T13:14Z [----] followers, [---] engagements


"Kaynes Technology India Limiteds subsidiary Kaynes Semicon Private Limited has achieved a major technological and commercial breakthrough in partnership with Alpha & Omega Semiconductor (AOS) and Mitsui & Co. On October [--] [----] Kaynes announced the successful rollout and shipment of [---] Intelligent Power Module (IPM5) Multi-Chip Modules (MCMs) from its Sanand OSAT facility in Gujarat marking Indias first commercially manufactured MCM under the India Semiconductor Mission [---]. The IPM5 integrates up to [--] semiconductor dies (including IGBTs controllers and diodes) into one compact"  
[X Link](https://x.com/anyuser/status/1978574735437914622)  2025-10-15T21:32Z [----] followers, [----] engagements


"Crizac Ltd is a B2B intermediary connecting agents to universities. The companys full-year FY26 revenue growth is conservatively guided at 2530% with management expecting it could be slightly higher due to multiple tailwinds and margins are expected to sustain at 2425%. It does not directly counsel students. Employee cost guided at 23% of revenue; tech + employee combined 4%. As tech scales employee cost growth to trail topline. Q2 Margin Triggers: A forex recovery (4 Cr gain vs [---] Cr loss in Q1 due to favorable GBP movement and hedging) and annual university bonuses (SepJul cycle) helped"  
[X Link](https://x.com/Financially_In/status/1980773185965420969)  2025-10-21T23:08Z [----] followers, [----] engagements


"$Silver has tested multi decades support"  
[X Link](https://x.com/Financially_In/status/1981006508923208008)  2025-10-22T14:35Z [----] followers, [----] engagements


"Carysil Ltd is reducing its U.S. concentration and Q2FY26 revenue 30%"  
[X Link](https://x.com/Financially_In/status/1981092512929628205)  2025-10-22T20:17Z [----] followers, [----] engagements


"How is the Andhra Pradesh Electronics Policy [---] attracting investments and promoting electronics manufacturing Capital Subsidy: A percentage (e.g. 20% to 30%) of the Eligible Fixed Capital Investment (EFCI) often with an additional top-up for value addition. GST Reimbursement: 100% Net State Goods and Services Tax (SGST) reimbursement for a specified period (e.g. [--] years) on the sale of final products manufactured and sold within the state. Power Subsidy: Reimbursement of power cost (e.g. [--] per unit for [--] years) or other power-related concessions. Stamp Duty: 100% reimbursement on the"  
[X Link](https://x.com/Financially_In/status/1982243342491504945)  2025-10-26T00:30Z [----] followers, [----] engagements


"India Govt plans to hike foreign investment cap in state-run banks to 49% source says. FII holding in PSU banks https://www.reuters.com/sustainability/boards-policy-regulation/india-plans-hike-foreign-investment-cap-state-run-banks-49-source-says-2025-10-27/ https://www.reuters.com/sustainability/boards-policy-regulation/india-plans-hike-foreign-investment-cap-state-run-banks-49-source-says-2025-10-27/"  
[X Link](https://x.com/Financially_In/status/1982854134429823239)  2025-10-27T16:57Z [----] followers, [---] engagements


"Ministry of Electronics & IT about ECMS (Electronics Manufacturing Component Scheme) GoI Approves ; Kaynes SRF Syrma SGS and Ascent Circuits. The scheme has received wonderful response from both domestic and global companies. [---] applications have been recieved. These represents [----] lakh crore investment [-----] lakh crore production and [----] lakh jobs to be created. It is the highest-ever investment commitment in Indias electronics sector. Today marks the approval for seven projects worth [----] crore. These projects will lead to production of components worth [-----] crore and creation of over"  
[X Link](https://x.com/Financially_In/status/1982903071135895705)  2025-10-27T20:11Z [----] followers, [----] engagements


"Vaibhav Global Ltd telling you worst is behind"  
[X Link](https://x.com/Financially_In/status/1983648226713514197)  2025-10-29T21:32Z [----] followers, [----] engagements


"Venus Pipes & Tubes commenced operations for [----] MTPA of Seamless pipes/tubes boosting total capacity to [-----] MTPA. This strategic expansion targets critical high-specification industries with further capacity additions planned"  
[X Link](https://x.com/Financially_In/status/1986047480195100738)  2025-11-05T12:26Z [----] followers, [---] engagements


"CCL Products has delivered great set of numbers. CCL Products shipping data shows a record quarter up 73% YoY and 46% QoQ. A strong quarter lies ahead as the results are set to be announced. https://t.co/8WovzL38EI CCL Products shipping data shows a record quarter up 73% YoY and 46% QoQ. A strong quarter lies ahead as the results are set to be announced. https://t.co/8WovzL38EI"  
[X Link](https://x.com/anyuser/status/1986082151469629896)  2025-11-05T14:44Z [----] followers, [----] engagements


"#TDPOWERSYS : We've done a lot of capacity analysis once again with some further debottlenecking. We don't expect to make any major investments up to FY '28"  
[X Link](https://x.com/Financially_In/status/1986195492364296506)  2025-11-05T22:14Z [----] followers, [---] engagements


"Yasho Industries Ltd : We believe the worst of the demand slump is behind us. While tariff challenges persist our diversification efforts and operational agility position us well for recovery"  
[X Link](https://x.com/Financially_In/status/1986478869281710548)  2025-11-06T17:00Z [----] followers, [----] engagements


"#SJS guidance revised"  
[X Link](https://x.com/Financially_In/status/1987664388916998276)  2025-11-09T23:31Z [----] followers, [----] engagements


"Syrma SGS : 50-60% growth in next 2-3 years https://www.youtube.com/watchv=0aLOn3YaYrE https://www.youtube.com/watchv=0aLOn3YaYrE"  
[X Link](https://x.com/anyuser/status/1988380160987455588)  2025-11-11T22:55Z [----] followers, [----] engagements


"Narayana Hrudayalaya has delivered strong numbers a 20% increase in the top line and a 30% increase in the bottom line. πŸ‘Œ"  
[X Link](https://x.com/Financially_In/status/1989337836005339635)  2025-11-14T14:21Z [----] followers, [----] engagements


"Tata Consultancy Services is in talks with multiple AI firms to set up data centres in India which has room for several large global players CEO K Krithivasan and CFO Samir Seksaria said. TCS is also pursuing acquisitions to build AI capabilities as demand improves"  
[X Link](https://x.com/Financially_In/status/2011530577716052460)  2026-01-14T20:07Z [----] followers, [---] engagements


"BSE Smallcap/Nifty50 How do you see this ratio"  
[X Link](https://x.com/Financially_In/status/2014643301572292800)  2026-01-23T10:16Z [----] followers, [---] engagements


"PLI for nuclear"  
[X Link](https://x.com/Financially_In/status/2016097944449978716)  2026-01-27T10:36Z [----] followers, [---] engagements


"Shriram Finance Ltd https://twitter.com/i/web/status/2016110767293010332 https://twitter.com/i/web/status/2016110767293010332"  
[X Link](https://x.com/Financially_In/status/2016110767293010332)  2026-01-27T11:27Z [----] followers, [---] engagements


"Vaibhav Global has delivered a strong set of numbers both top line and bottom line have seen healthy growth along with a clear expansion in margins"  
[X Link](https://x.com/Financially_In/status/2016237409147527305)  2026-01-27T19:50Z [----] followers, [---] engagements


"$DXY [----] The DXY hit a new low today following comments from President Trump testing levels last seen around February [----] nearly three years ago Most people don't realize what Trump just said: For 12+ months the US Dollar has been in a sharp decline falling -10% in [----] in its worst year since [----]. Minutes ago for the first time President Trump commented on the decline in the USD: "The value of the Dollar is https://t.co/qTORxvmg3H Most people don't realize what Trump just said: For 12+ months the US Dollar has been in a sharp decline falling -10% in [----] in its worst year since 2017."  
[X Link](https://x.com/Financially_In/status/2016273432980131859)  2026-01-27T22:13Z [----] followers, [---] engagements


"Syrma SGS Technology Ltd The company has delivered excellent numbers with a clear margin expansion of [---] bps and PAT growth of 100% YoY. It is one of the prominent EMS players available at a reasonable valuation in a high-growth business. We covered this company in our Diwali picks. You can read the complete business story in the thread below. Our Diwali pick Syrma SGS has delivered excellent numbers. The presentation is very interesting and explains all the JV information in detail definitely worth a read. https://t.co/jEY5RA280K Our Diwali pick Syrma SGS has delivered excellent numbers."  
[X Link](https://x.com/Financially_In/status/2016938644850843820)  2026-01-29T18:17Z [----] followers, [----] engagements


"Walchandnagar Industries Ltd The companys profits have turned positive after a long time and the company sees this as a pivotal point signaling that it will continue this momentum. https://twitter.com/i/web/status/2016977281340551222 https://twitter.com/i/web/status/2016977281340551222"  
[X Link](https://x.com/Financially_In/status/2016977281340551222)  2026-01-29T20:50Z [----] followers, [----] engagements


"Gold prices crashed 17% on January [--] [----]. The crash was caused by the Fed aggressively raising interest rates to 20% to control inflation. Check 1980's gold prices chart"  
[X Link](https://x.com/Financially_In/status/2017307974767640770)  2026-01-30T18:44Z [----] followers, [----] engagements


"Syrma SGS Q3 Highlights & Takeaways MD JS Gujral confident about growth despite EMS sector inconsistencies. Financials & Guidance: Revenue at [----] crores expected to reach around [----] crores in FY26. EBITDA at [---] crores targeting over [---] crores; margin guidance revised to 8.59%. Organic business aims for 30% YoY EBITDA growth roughly [---] crores next period. Exports Driving Growth: Exports up 67% in [--] months 45% in [--] months. Target export-to-domestic ratio: 33%; expected [----] crores by March [----] highest ever. Operational Updates & Input Costs: Rising input costs are pass-through to"  
[X Link](https://x.com/Financially_In/status/2017395742814478359)  2026-01-31T00:33Z [----] followers, 10.3K engagements


"On Budget day stocks performed well. Do review them to identify the key performers and see which common sector is benefiting from the Budget"  
[X Link](https://x.com/Financially_In/status/2017972642356121833)  2026-02-01T14:45Z [----] followers, [---] engagements


"The FY27 Budget gives a major boost to Indias electronics industry. [-----] cr INR has been set aside under the ECMS to promote domestic production of electronics components including PCBs. Syrma SGS Technology Ltd. one of Indias largest Electronics Manufacturing Services (EMS) players is setting up Indias largest PCB manufacturing facility in Naidupeta Andhra Pradesh. The investment is around [----] cr with the plant expected to be operational by October [----] and contributing significantly to growth in FY27. The Andhra Pradesh government is supporting the project with incentives worth [---] cr"  
[X Link](https://x.com/Financially_In/status/2018103297362612491)  2026-02-01T23:24Z [----] followers, [----] engagements


"Interarch is a leader in the PEB sector in the listed space and has delivered excellent results"  
[X Link](https://x.com/Financially_In/status/2018315607146393932)  2026-02-02T13:28Z [----] followers, [----] engagements


"The combination of Apollos dual-core processing and Astras Ka-band RF technology allows the QRSAM to maintain a terminal active homing seeker and mid-course inertial navigation with target updates. This ensures an 80% Single Shot Kill Probability (SSKP) against targets within a [---] km range. #QRSAM #EmbeddedSystems #RFEngineering #Avionics Bharat Electronics has confident to get QRSAM orders in Q4FY26. https://t.co/0vYjgcIbEW Bharat Electronics has confident to get QRSAM orders in Q4FY26. https://t.co/0vYjgcIbEW"  
[X Link](https://x.com/Financially_In/status/2019183354617188555)  2026-02-04T22:56Z [----] followers, [----] engagements


"Global Aviation Solutions Provider ST Engineering Signs MoU with Ramco Systems. Promoter Ramco Management has bought [----] lakh shares (2.7 percent of paid-up equity) in Ramco Systems at Rs [------] per share for Rs [--] crore however HDFC Mutual Fund sold [----] lakh shares (2.6 percent stake) at Rs [-----] per share for Rs [-----] crore. HDFC AMC through its Balanced Advantage Fund held [----] percent equity shareholding in Ramco as of December [----]. An Interesting turnaround story. Is Ramco Systems Ltd a turnaround candidate https://t.co/GNsbMWfgcn Is Ramco Systems Ltd a turnaround candidate"  
[X Link](https://x.com/Financially_In/status/2019443172384903492)  2026-02-05T16:09Z [----] followers, [---] engagements


"AI Big Daddy Changes the Narrative NVIDIA CEO Jensen Huang says fears that AI will destroy the software industry are exaggerated and not logical. Speaking at Ciscos AI Summit he said the idea that AI tools will replace traditional software is the most illogical thing in the world. He was reacting to a recent fall in software stocks like Salesforce and Microsoft where investors were worried that AI companies such as OpenAI and Anthropic could hurt existing software businesses. Huang believes these fears are wrong. He said AI is mainly meant to use and improve existing software not replace it."  
[X Link](https://x.com/Financially_In/status/2019758599724024198)  2026-02-06T13:02Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Financially_In Avatar @Financially_In Financially Free β„’

Financially Free β„’ posts on X about strong, growth, business, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -8.10%
  • [--] Month [------] +150%
  • [--] Months [-------] +8,958%
  • [--] Year [-------] +5,809%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -47%
  • [--] Month [--] +83%
  • [--] Months [---] +2,325%
  • [--] Year [---] +6,600%

Followers: [-----] #

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  • [--] Week [-----] +3.60%
  • [--] Month [-----] +11%
  • [--] Months [-----] +944%

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CreatorRank Line Chart

Social Influence

Social category influence finance 37.14% countries 9.52% technology brands 5.71% stocks 3.81% currencies 3.81% social networks 1.9% luxury brands 0.95% fashion brands 0.95% events 0.95%

Social topic influence strong 13.33%, growth 11.43%, business 10.48%, market 10.48%, company 10.48%, india 9.52%, in the 8.57%, products 6.67%, target 6.67%, ai 6.67%

Top accounts mentioned or mentioned by @nirajshah @grok @investindiaom

Top assets mentioned HSBC Holdings PLC (HSBC) Flex Ltd. Ordinary Shares (FLEX)

Top Social Posts

Top posts by engagements in the last [--] hours

"This clip gives a quick glimpse of how our services create value for investors https://www.youtube.com/watchv=HXLrESrHYgw https://www.youtube.com/watchv=HXLrESrHYgw"
X Link 2025-10-20T11:56Z [----] followers, 15.8K engagements

"Most people chase stock tips and hot investments But Warren Buffetts advice Pay off your credit cards first. If you're paying 18% interest no investment can beat that return. πŸ“‰ Credit card debt is a trap. πŸ’‘ Pay it off = guaranteed ROI.Tag someone who needs to hear this πŸ‘‡"
X Link 2025-05-04T10:41Z [----] followers, [----] engagements

"Disclaimer: This is not a buy/sell recommendation. Rishabh Instruments a turnaround story playing out as anticipated. Aluminium Die-Casting (40% rev) was loss-making as COVID-era fixed contracts + surging input costs in Europe dragged margins to 14%. #rishabhinstruments #IndianMarkets #TurnaroundStory #investing Management renegotiated contracts shut unprofitable pockets and the reversal is visible: 4% 15%"
X Link 2025-08-18T12:19Z [----] followers, [----] engagements

"Kross Ltd: The Silent Gear Behind Indias Agri & Auto Story FY26: topline growth guidance 1012% (up to 15% if new products ramp) H2 FY26 expected to be 25%+ better than H1 Forging capacity doubled new presses in H2 Agri share 11% 15% target CV/Trailer cycle turning Minimal US exposure Backward integration (seamless tubes) Clear roadmap for growth over FY2628. Disclaimer: This is not a buy/sell recommendation. #kross #GrowthTriggers #AutoComponents"
X Link 2025-08-25T07:43Z [----] followers, 26.5K engagements

"πŸš† Union Cabinet clears [-----] Cr for [--] railway projects: New rail line in Kutch Gujarat Expansions in Karnataka Telangana Bihar & Assam Boost to freight passenger connectivity & regional growth Beneficiaries: RVNL 100% revenue from rail infra (new lines doubling gauge conversion electrification workshops) pure-play rail infra PSU Ircon International strong presence in tracks bridges tunnels signaling (7580% rail infra rest highways/other projects) Both likely to see stronger order books & earnings visibility. Disclaimer: This is not a buy/sell recommendation. #RVNL #Ircon_International"
X Link 2025-08-28T03:34Z [----] followers, [----] engagements

"Sri City -Andhra Pradesh Every management call on new capex mentions one name over and over Sri City. New plants new investments its all Sri City. So what makes Sri City so special and why are companies flocking there Sri City is an integrated business city on the Andhra PradeshTamil Nadu border about [--] km north of Chennai. Established in [----] it spans [----] acres with SEZ DTZ FTWZ and EMC zones. It hosts 200+ global companies like Isuzu PepsiCo and so on Focus sectors include automotive PEB electronics FMCG food processing and renewable energy making it one of Indias most successful"
X Link 2025-10-26T00:02Z [----] followers, [----] engagements

"Indian Wedding Market (TAM) -Yearly Growth: 2022: [--] lakh weddings [----] lakh crore 2023: [--] lakh weddings [----] lakh crore 2024: [--] lakh weddings [---] lakh crore The Indian wedding industry is witnessing a massive boom supported by strong spending better infrastructure and a growing preference for local sourcing. Economic Scale: Between Nov 1Dec [--] around [--] lakh weddings are expected generating [---] lakh crore with Delhi alone contributing [---] lakh crore. Rising Expenditure: Although wedding volumes are stable spending per wedding has surged due to higher incomes inflation in gold and silver"
X Link 2025-10-31T16:21Z [----] followers, [----] engagements

"Our Diwali pick Syrma SGS has delivered excellent numbers. The presentation is very interesting and explains all the JV information in detail definitely worth a read. Syrma SGS Technology Ltd Happy Diwali everyone πŸŽ‰ This Diwali were sharing one of the businesses we recently covered in detail with our community. Heres our Deep Research Note for you. Syrma SGS Technology Ltd. a leading Indian EMS player since [----] provides end-to-end https://t.co/IFGpBHA4w4 Syrma SGS Technology Ltd Happy Diwali everyone πŸŽ‰ This Diwali were sharing one of the businesses we recently covered in detail with our"
X Link 2025-11-10T23:07Z [----] followers, [----] engagements

"Dr. Vishal Sikka former CEO of Infosys view on Indian IT Industry. AI Disruption Fears Hit Investor Sentiment https://www.youtube.com/watchv=aPR-g9ywsTw https://www.youtube.com/watchv=aPR-g9ywsTw"
X Link 2026-02-13T16:09Z [----] followers, [----] engagements

"The U.S. housing market has shifted toward buyers as most homes now sell below their original list price and sellers are increasingly offering concessions such as help with closing costs or mortgage-rate buydowns. About 62% of buyers in [----] paid under list with average discounts near 8% the highest since [----] as elevated prices and mortgage rates keep many would-be buyers on the sidelines and leave more inventory for active buyers to negotiate over. https://www.wsj.com/real-estate/the-housing-market-is-swinging-toward-buyers-7c24d78est=JFrnM7&reflink=article_whatsapp_share"
X Link 2026-02-04T20:32Z [----] followers, [---] engagements

"Cryptocurrencies are under massive pressure. Most coins are trading more than 50% below their all-time highs"
X Link 2026-02-06T00:27Z [----] followers, [---] engagements

"Rolex Rings Ltd Guidance & Outlook: The company expects a rebound from December [----] supported by normalized exports and the festive season. For FY27 management is guiding for high-teens revenue growth driven by deferred orders and new wins. For FY26 growth is likely to remain in the mid-to-low teens if tariffs continue. The [--] MW solar project has been deferred to December [----] due to regulatory delays. Capacity & New Projects: The [--] MW solar plant is expected to go live by December [----]. The company has received a new [--] crore annualized nomination with supplies starting from February 2026."
X Link 2026-02-11T09:13Z [----] followers, [----] engagements

"The MFI sector in a recovery phase moving towards sustainable growth not the high-growth pre-2024 era but a healthier more disciplined phase. -Muthoot Microfin management"
X Link 2026-02-11T09:47Z [----] followers, [---] engagements

"Senco Gold Presentation- Key notes. Avg. Ticket Size: 93K from 86K. Revenue Guidance revise 25%+ Solid margins expansion lot might be due to inventory gains since their inventory hedging reduced recently The Inventory Days remained stable at [------] days. The company successfully shifted its mix toward "lightweight" and budget-friendly designs to keep volumes moving despite the price surge. https://twitter.com/i/web/status/2022078444452925524 https://twitter.com/i/web/status/2022078444452925524"
X Link 2026-02-12T22:40Z [----] followers, [---] engagements

"LG Electronics India Ltd The management has shared some interesting insights about the business. Why was the quarter weak The festive season was shorter with demand shifting to the earlier quarter. After Diwali sales of ACs and refrigerators slowed down. Profitability was also impacted by one-time factors like higher wage costs due to the new labour code and a tax impact from the APA settlement. In addition rising raw material prices and forex costs put pressure on margins. Managements view: The company believes the weakness is cyclical not structural. It expects margins to normalise from Q4"
X Link 2026-02-13T17:45Z [----] followers, [----] engagements

"Syrma SGS Acquires 49% Stake in KSolare Energy Pvt Ltd Syrma SGS has acquired a 49% stake in KSolare Energy Pvt Ltd a leading solar inverter manufacturer for approximately [----] crore. This move marks Syrma SGSs entry into the residential solar inverter market alongside Premier Energies which holds the remaining 51% stake. Through this partnership Syrma SGS aims to leverage Premier Energies robust distribution network and its own electronics manufacturing expertise to capture growth opportunities in the rapidly expanding residential solar market. About KSolare Energy Pvt Ltd: KSol are"
X Link 2025-10-23T12:00Z [----] followers, [----] engagements

"Heres something you shouldnt miss while looking at Laurus Labs results"
X Link 2025-10-23T12:40Z [----] followers, [----] engagements

"Pace Digitek has won orders totaling [----] crore. Whats even more interesting the latest management interview below. Pace Digitek Ltd is newly listed IPO and focused on BESS [----] Cr Order Book Executable Over [--] Months. An interesting conversation with managementπŸ‘‡ https://t.co/A67Ysp1Uld https://t.co/niq36Fibul Pace Digitek Ltd is newly listed IPO and focused on BESS [----] Cr Order Book Executable Over [--] Months. An interesting conversation with managementπŸ‘‡ https://t.co/A67Ysp1Uld https://t.co/niq36Fibul"
X Link 2025-10-23T14:37Z [----] followers, [----] engagements

"This quarter has been tough for export companies due to tariffs. Despite these challenges this companys export data looks very strong #CARYSIL Carysil Ltd is reducing its U.S. concentration and Q2FY26 revenue 30%. https://t.co/4CnlmZ37Wm Carysil Ltd is reducing its U.S. concentration and Q2FY26 revenue 30%. https://t.co/4CnlmZ37Wm"
X Link 2025-10-23T23:33Z [----] followers, [----] engagements

"PTC India Financial Services Ltd - improving asset quality"
X Link 2025-10-24T10:37Z [----] followers, [----] engagements

"EPack Prefab Technologies Ltd Growth & Revenue: -Sustaining 4344% CAGR; committed to similar growth ahead. -Pre-engineered building segment to grow 50%+. -Revenue target: [----] crore by FY27FY28. -Proven record of meeting market commitments. Margin guidance: 10.511% with potential up to 11.5%. Operations & Order Book: Order book covers [--] months of business with an order book-to-revenue ratio of 1.5x; FY-end target set at 1200+ crore. EPack Prefab is operating near full efficiency with its three pre-engineered building plants running at 8890% capacity in Q2. The newly commissioned insulated"
X Link 2025-10-24T21:59Z [----] followers, [----] engagements

"CCL Products shipping data shows a record quarter up 73% YoY and 46% QoQ. A strong quarter lies ahead as the results are set to be announced"
X Link 2025-10-24T23:20Z [----] followers, [----] engagements

"Cleaning up the books has the highest probability for a rerating. Do check out this business. It is recently announced its results and shared an interesting presentationπŸ‘‡ PTC India Financial Services Ltd - improving asset quality https://t.co/PQmuwQZl47 PTC India Financial Services Ltd - improving asset quality https://t.co/PQmuwQZl47"
X Link 2025-10-26T11:34Z [----] followers, [---] engagements

"Sai Silks (Kalamandir) Ltd This is a clear turnaround story. Both top line and bottom line are showing solid growth. The IPO-funded new showrooms have now reached breakeven and a few more were opened this quarter as mentioned in the last con-call. This means even better revenue and profit visibility ahead. The coming quarter has more auspicious days and the festive season which should further boost performance. Overall the numbers are excellent. Disc: No buy/sell recomm"
X Link 2025-10-27T17:13Z [----] followers, [----] engagements

"Mr. Neeraj Shah @_nirajshah is one of those rare anchors who brings out exactly what investors and the market want to hear from the management/Zen Technologies Ltd Kudos to you Neeraj Shah We truly love your management interviews always sharp insightful and full of value. https://www.youtube.com/watchv=jD-6SqYB_GY https://www.youtube.com/watchv=jD-6SqYB_GY"
X Link 2025-10-27T21:06Z [----] followers, [----] engagements

"Sai Silks (Kalamandir) Ltd Q2FY26 Concall Key notes [--]. Growth Outlook: The management has raised its full-year growth guidance. Earlier they had guided for around 15% growth but now they expect revenue to grow between 18% and 20% for the full year. For the second half (H2) they are targeting a total revenue of about [----] crore for the year. [--]. Expansion Plans: The expansion plan for the Varamahalakshmi format funded by IPO proceeds is very much on track. Out of the [--] Varamahalakshmi stores planned in the DRHP [--] are already operational and [--] more are in progress. IPO funds are also being"
X Link 2025-10-28T09:36Z [----] followers, [----] engagements

"SKM Egg Products Export (India) Ltd It is a deep commodity business and we studied it two quarters ago by closely tracking the promoters actions. We analyzed how the supply and demand mismatch could create opportunities for investors. These aspects were discussed in detail and simplified for our community. Now the business has delivered phenomenal results and we believe our community is truly benefiting by learning how to understand such deep commodity-based businesses"
X Link 2025-10-29T10:40Z [----] followers, [----] engagements

"Waaree Energies and Premier Energies are moving in the same direction and competition in the transformer segment is increasing. Other established transformer players are also ready with their CAPEX plans. Connect the dots and youll understand how the margins in the transformer business are likely to play out"
X Link 2025-10-29T10:53Z [----] followers, [----] engagements

"Platform businesses remain relatively strong and are delivering impressive numbers. Investors should monitor this space closely"
X Link 2025-10-29T11:51Z [----] followers, [---] engagements

"RateGain secured US$125 million in financing from HSBC & Citibank for its UK subsidiary funding the Sojern acquisition. The company issued a US$137.5 million corporate guarantee for this facility expecting no adverse impact due to subsidiary financial consolidation. Yesterday: RateGain expands partnership with Royal Orchid Hotels integrating its AI-first UNO suite across [---] properties including the new ICONIQA brand. This unified tech stack aims to maximize direct bookings improve profitability and support Royal Orchid's rapid expansion plans. Interesting actions are on"
X Link 2025-10-29T14:31Z [----] followers, [----] engagements

"Fischer Medical Ventures Ltd A few quarters back we looked into this niche MRI manufacturing business and now its delivering phenomenal results. The numbers speak for themselves The Indian MRI market is projected to reach USD [------] Million by 2029-30 from [---] million in [----] CAGR of 6.09% from FY24 to FY29. Which company is operate in this space https://t.co/fzelb4AwTD The Indian MRI market is projected to reach USD [------] Million by 2029-30 from [---] million in [----] CAGR of 6.09% from FY24 to FY29. Which company is operate in this space https://t.co/fzelb4AwTD"
X Link 2025-10-29T15:19Z [----] followers, [----] engagements

"One common pattern has been observed: asset quality is improving across most PSU banks. Canara BankπŸ‘‡"
X Link 2025-10-30T10:54Z [----] followers, [----] engagements

"Syrma SGS Incentives Summary πŸ› [--]. Central Government ECMS (PLI Scheme) Type: Revenue-based Production Linked Incentive (PLI) Rate: 5% on eligible revenue Extra Support: Additional capex benefits for advanced PCB components (like HDI flex) Estimated Benefit: Around [---] crore over five years for Phase [--] (PCB line with [--------] crore revenue) 🏒 [--]. Andhra Pradesh State Government Type: Capex-based incentive Rate: About 50% of total capital cost Estimated Amount: [------] crore on a [---] crore investment (Phase 1) Payout Timeline: First tranche expected in [----] after trial production begins in late"
X Link 2025-10-30T22:25Z [----] followers, [----] engagements

"Vaibhav Global Ltd - Key notes - Concall. Guidance Exceeded: Q2 revenue growth (10.2% YoY) exceeded the 7-9% guidance that was maintained throughout both quarters indicating that the guidance is now more of a conservative floor rather than a risky target. Tariff Risk De-risked: In Q1 the 25% U.S. tariff was a major unknown and forced a guidance downgrade. By Q2 the management presented a concrete executed strategy (US casting operation) that effectively mitigates the tariff impact shifting the narrative from crisis management to strategic advantage. Stronger UK Growth (+5.7% vs. +2.3%): The"
X Link 2025-10-30T23:22Z [----] followers, [----] engagements

"If youre looking for the real catalyst you must know about Purple Fabric the AI platform of Intellect Design Arena.🌟"
X Link 2025-10-31T00:06Z [----] followers, 10.3K engagements

"Steelcast has reported strong numbers. The shipping data had already hinted at this trend earlier and its now clearly reflected in the results. The export contribution has increased. Despite facing tariff pressures Steelcast has managed to improve its margins QoQ & YoY and Improved Working capital cycle. Overall its been a good performance. Disc: No buy and Sell. Steelcasts shipping data beats YoY and QoQ. Disc: No buy and sell https://t.co/36ilaGUMeP Steelcasts shipping data beats YoY and QoQ. Disc: No buy and sell https://t.co/36ilaGUMeP"
X Link 2025-10-31T14:10Z [----] followers, [----] engagements

"Tatva has come out with strong numbers and the key catalysts are discussed below. What is happening in "Tatva Chintan" lets decode. Topline Growth: For FY26 the company is guiding for 25%+ revenue growth. The SDA segment is expected to grow 4070% and PASC to grow 40%+. Margins: Management expects EBITDA margins to bounce back to 2021% in FY26 (vs. 8.9% What is happening in "Tatva Chintan" lets decode. Topline Growth: For FY26 the company is guiding for 25%+ revenue growth. The SDA segment is expected to grow 4070% and PASC to grow 40%+. Margins: Management expects EBITDA margins to bounce"
X Link 2025-10-31T14:34Z [----] followers, [----] engagements

"Intellect Design Arena Ltd Q2FY26 PPT snippet πŸ‘‡ Just read it and it will make you want to study the company in depth. If youre looking for the real catalyst you must know about Purple Fabric the AI platform of Intellect Design Arena.🌟 https://t.co/YlS9zcPLDy If youre looking for the real catalyst you must know about Purple Fabric the AI platform of Intellect Design Arena.🌟 https://t.co/YlS9zcPLDy"
X Link 2025-10-31T14:56Z [----] followers, 36.3K engagements

"Vintage Coffee & Beverages Ltd Many are saying there wont be much growth this quarter since the new capacity will only come by Q4 FY26. So most people are assuming the quarter-on-quarter performance will remain muted. But the interesting point as shown in the screenshot below is that during Q1 FY26 the company was already running at full capacity utilization and during the same period it also completed plant maintenance. This means the company managed 100% utilization and Plant maintenance together in Q1FY26 which is something investors should note. We believe the coming quarters QoQ numbers"
X Link 2025-10-31T19:56Z [----] followers, [----] engagements

"One common pattern has been observed: asset quality is improving across most PSU banks. Canara BankπŸ‘‡ https://t.co/aTe75sRoVx One common pattern has been observed: asset quality is improving across most PSU banks. Canara BankπŸ‘‡ https://t.co/aTe75sRoVx"
X Link 2025-10-31T20:58Z [----] followers, [----] engagements

"Federal Reserve Chair Jerome Powell doesnt think the AI boom is another dotcom bubble. https://finance.yahoo.com/news/powell-says-unlike-dotcom-boom-210422880.html https://finance.yahoo.com/news/powell-says-unlike-dotcom-boom-210422880.html"
X Link 2025-11-02T00:10Z [----] followers, [---] engagements

"UPI achieved a record high in October [----] processing [----] billion transactions up 3.6% month-on-month with a total value of [-----] lakh cr a 9.5% rise from September. The growth was driven by festive season spending with a peak of [---] million transactions in a single day on October [--]. https://entrackr.com/news/upi-hits-all-time-high-of-207-bn-transactions-in-october-10612233 https://entrackr.com/news/upi-hits-all-time-high-of-207-bn-transactions-in-october-10612233"
X Link 2025-11-02T10:19Z [----] followers, [---] engagements

"Capri Globals management led by MD Rajesh Sharma remains confident about sustaining strong profitable growth while improving efficiency. Growth: They aim to grow 3040% annually maintaining FY26 guidance backed by diversification tech adoption and focus on secured lending (gold MSME micro-lab and construction finance). Profitability: Targeting ROE of 1618% and ROA around 4% with margins expected to expand by [--] bps as funding and operating costs fall. Cost Efficiency: Cost-to-income ratio stands at 49% to be gradually reduced to 40% within [---] years down from 70% two years ago. Co-lending:"
X Link 2025-11-02T15:50Z [----] followers, [----] engagements

"Vintage Coffee & Beverages Ltd Everywhere on Twitter many are discussing that the QoQ growth would be muted because the company had already operated at 100% capacity in Q1 FY26. However as highlighted in the screenshot below (πŸ‘‡) investors seem to have missed a key point that required closer observation. Now as we anticipated growth has clearly materialized revenue is up 33% QoQ and PAT has reached an all-time high. Vintage Coffee & Beverages Ltd Many are saying there wont be much growth this quarter since the new capacity will only come by Q4 FY26. So most people are assuming the"
X Link 2025-11-03T10:27Z [----] followers, [----] engagements

"Heath is First πŸ‘‡ Cardiovascular diseases are the leading cause of death in India responsible for approximately 31% of all deaths. Not just that since [----] theres been a 13% rise in heart attacks among adults under [--]. Exercise eat & sleep well folks Cardiovascular diseases are the leading cause of death in India responsible for approximately 31% of all deaths. Not just that since [----] theres been a 13% rise in heart attacks among adults under [--]. Exercise eat & sleep well folks"
X Link 2025-11-03T12:53Z [----] followers, [----] engagements

"We discussed the PEB sector with our community. Among them we also took a high-growth company for an in-depth discussion covering the reasons behind its growth and comparing it with peers. One key point is the order backlog and how it is converting into nearly 1.5x of annual revenue. These insights will give you a good idea about PEB sector "
X Link 2025-11-03T14:50Z [----] followers, [----] engagements

"An Interesting development Vishnu Chemicals' subsidiary extended the timeline for its South African chrome mining complex acquisition. Originally set for completion within one year it's now targeted for January [----] due to pending conditions. Key deal terms remain unchanged"
X Link 2025-11-03T20:03Z [----] followers, [---] engagements

"L.G. Balakrishnan & Bros Ltd: Could the new 15-acre Nagpur plant be driving these strong numbers Yes the momentum is expected to continue supported by their leadership in chains and strong demand in 2W following GST [---]. Disc: No buy and sell"
X Link 2025-11-04T13:26Z [----] followers, [----] engagements

"Aimtron Electronics Ltd FY26 Guidance: Management is confident of achieving [------] crore in revenue. They have already achieved [---] crore (around 45% of the target) in H1 and typically H2 is much stronger. The order book has exceeded expectations currently standing at 3x their revenue ( Order book: 468crores ) OCF at 2crore. Last two months company continues winning orders (πŸ‘‡) Disc: no buy and sell"
X Link 2025-11-05T00:59Z [----] followers, [----] engagements

"How has Steelcast managed to maintain its margins despite the tariffs impacting its business #STEELCAS Some notes- Concall related to US Tariff. The US market accounts for 30% of Steelcasts total sales. Customer Loyalty: Customers have confirmed they will not change their supply chain and are awaiting a US trade deal. Competitive Position: Steelcast maintains a cost advantage over Chinese suppliers (5% 12% 13% lower in key products) supporting export competitiveness. Pricing & Cost Mitigation: No price reductions have been given to customers despite tariff pressures; customers are managing"
X Link 2025-11-05T22:57Z [----] followers, [----] engagements

"Post Results - CCL Products Management talk https://www.youtube.com/watchv=Kx4KEUFucyM https://www.youtube.com/watchv=Kx4KEUFucyM"
X Link 2025-11-06T16:37Z [----] followers, [----] engagements

"Vintage Coffee & Beverages First Concall : Q2FY26. Brownfield Project: [----] MT capacity addition by March [----] taking total spray/agglomerated capacity to [-----] MT. Ramp-up expected within two months. Greenfield Project: [----] MT freeze-dried coffee plant by March [----] / Q1 FY28. Equipment orders already placed in Europe. Long-Term Goal: Reach [-----] MT total capacity (1213k MT spray/agglomerated + 78k MT freeze-dried). Capex: Brownfield [--] crore (internal cash) Freeze-dried [---] crore (via debt no equity dilution planned). Margins & Outlook: EBITDA margins 2225% for freeze-dried vs 1618% for"
X Link 2025-11-06T21:40Z [----] followers, [----] engagements

"CCL Products long-term vision is to become a full-fledged FMCG company. In the B2C segment the company plans to launch products in other categories along with coffee. Currently B2C contributes about 1012% of total revenue with [---] crore in Q2 and the company is focusing on growing this segment even faster. Post Results - CCL Products Management talk https://t.co/ae0DB3jUvo Post Results - CCL Products Management talk https://t.co/ae0DB3jUvo"
X Link 2025-11-06T21:54Z [----] followers, [----] engagements

"ADF Foods has reported decent numbers this quarter. Interestingly margins have improved which is notable given that its a US-focused export business. OPM 22% vs 17% 18% (QoQ). Where is tariff effect"
X Link 2025-11-07T13:39Z [----] followers, [---] engagements

"Kiri Industries Ltd - Concall Q2FY26 The payment did not come through as the company couldnt obtain approval from the Chinese government on time. As a result Deloitte granted them an extension until the end of November provided they deposit around USD [--] million by November [--]. The management believes there is a 50-50 chance of receiving the approval and making the payment on time. If that doesnt happen the second bidder a private equity firm already in discussions will be given the opportunity. They estimate a 90% chance of receiving the funds by December [--] [----]. Kiri has also partnered with"
X Link 2025-11-07T21:29Z [----] followers, [----] engagements

"People often think PEAD simply means a company has delivered surprise results and they start calling it a PEAD stock. But many forget to check market sentiment what kind of market we are in and whether the earnings surprise is sustainable or just a one-off. You need to check carefully whether growth will continue for the next few quarters. Only then can you call it a true PEAD Last quarter the company delivered a surprise in its numbers and this quarter it delivered an even better surprise #HBLENGINE"
X Link 2025-11-08T16:36Z [----] followers, [----] engagements

"But But. Don't miss check out this. #HBLENGINE Q2 of FY [--] has been extraordinarily good and management currently does not expect such good results in any single quarter in the next few years.πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ Before making a financial model you must consider the following points. People often think PEAD simply means a company has delivered surprise results and they start calling it a PEAD stock. But many forget to check market sentiment what kind of market we are in and whether the earnings surprise is sustainable or just a one-off. You need to check People often think PEAD simply means a company has"
X Link 2025-11-08T21:24Z [----] followers, [----] engagements

"TARIL down 20%. The World Bank banned TARIL India a leading transformer manufacturer in India due to corruption in a [----] crore power grid improvement project in Nigeria. https://www.newsit.live/news/world-bank-bans-taril-india-for-corruption-allegations-in-nigeria-project-690f0ddfd69e3e278d133014 https://www.newsit.live/news/world-bank-bans-taril-india-for-corruption-allegations-in-nigeria-project-690f0ddfd69e3e278d133014"
X Link 2025-11-10T04:43Z [----] followers, [----] engagements

"Another acquisition : Syrma SGS Good move: Syrma SGS Technology is making a strategic entry into Indias Defence and Maritime electronics sector by acquiring a 60% stake in Elcome Integrated Systems. Strategic Move: This marks Syrmas first major step into Defence Electronics a sector of growing national importance under the Aatmanirbhar Bharat mission. About Elcome: Founded in [----] and based in Navi Mumbai Elcome has over four decades of experience in Defence and Maritime systems providing navigation communication and surveillance technologies for the Indian Navy and other key institutions."
X Link 2025-11-10T22:56Z [----] followers, [----] engagements

"Syrma SGS Technology Ltd Key note for Q2FY26. Company has maintained its 3035% revenue growth guidance and no change on that front. Order book has moved up from around [----] crore to [----] crore. [--] new key customers added during the quarter; management sees $100 million potential from these additions. Working capital stood at [--] days in Q1 and [--] days in Q2. The target is to bring it down to around [----] days in the next [--] quarters. The [----] crore QIP approved in Q1 continues to remain valid. Management clearly mentioned it will be used only for a meaningful inorganic opportunity or a large"
X Link 2025-11-11T20:42Z [----] followers, [----] engagements

"Weve launched a new tool today Auto Sales Data Tracking Tool ( Auto tool) for Financially Free Community. This tool covers historical sales data of all auto OEMs including 2-wheelers 3-wheelers and 4-wheelers. It helps you easily track sales trends and understand which OEMs are gaining or losing market share over time. For those who do scuttlebutt research in the auto industry this tool will make your work much simpler . All key sales data is now available in one place Heres a small snippet from one of Indias biggest OEMs showing how the historical data looks. You can also watch the demo"
X Link 2025-11-11T20:54Z [----] followers, [----] engagements

"Rico Auto Industries Ltd - Land monetization will be game changer The company discussed the monetization of its land assets during the last on-call meeting. Out of its [--] factories one is located in a prime area of Gurugram covering approximately [--] acres. The company plans to sell this land for around [--------] crores and relocate the factory to another location. The proceeds from this sale are expected to be utilized for the benefit of shareholders. From other companies perspectives this move could be a potential game-changer. #RICOAUTO Debt : 690cr and Debt/Equity: 0.92"
X Link 2025-11-12T14:16Z [----] followers, 10.5K engagements

"This quarter cable and wire companies have all delivered stellar results. None missed the mark underlining a strong and consistent sector performance"
X Link 2025-11-12T16:14Z [----] followers, [---] engagements

"As an investor always pay close attention to companies "gaining market share "because thats often where the real opportunities begin to emerge"
X Link 2025-11-12T21:38Z [----] followers, [----] engagements

"Entero Healthcare Solutions Ltd guided for 30% growth and has achieved 24% in H1 and other guidance are inline. As an investor always pay close attention to companies "gaining market share "because thats often where the real opportunities begin to emerge. https://t.co/Y4RiMlCnAk As an investor always pay close attention to companies "gaining market share "because thats often where the real opportunities begin to emerge. https://t.co/Y4RiMlCnAk"
X Link 2025-11-13T18:03Z [----] followers, [----] engagements

"Entero Healthcare: Concall Insights at a Glance The management sounds confident and has once again reaffirmed its 30% revenue growth target for the year. Margins are improving mainly because of the strong performance in the MedTech segment. M&A activity has picked up well and revenue has crossed [----] crore with about 60% coming from MET. This mix should help lift EBITDA margins by [--] to [--] basis points. On the cash flow side things look clearer now. The company has guided for 100+ crore in operating cash flow for the full year with net working capital at [--] days. The GST rate cut from 12% to"
X Link 2025-11-13T19:02Z [----] followers, 13.4K engagements

"Glenmark Pharmaceuticals Ltd Must check this in P&L statement"
X Link 2025-11-14T13:07Z [----] followers, [----] engagements

"- Garware Hi Tech Films Ltd - Concall on Tariff & Margins. Garware Hi-Tech Films Ltd (GHFL) faced a tough Q2 FY26 mainly because of the revised US tariff structure which increased duties by up to 50% across all product categories. This sudden change in the geopolitical environment created real pressure on the business. Inventory Behavior: In the US market customers and distributors deliberately reduced their inventory from the usual [--] months to [----] months expecting tariffs to possibly come down. Even with this reduction GHFL continued to receive steady orders. Management believes that if"
X Link 2025-11-14T20:23Z [----] followers, [----] engagements

"/ Great Reply by Garware Hi Tech management in - Concall Q2FY26. An analyst asked the management why geographical data and other details were reduced in the latest presentation and suggested that continuing to share such information would help the investor community. The management responded immediately and with complete clarity. They explained that while they used to provide all these details earlier they later realised that competitors were benefiting far more from these disclosures than investors. To protect the companys strategic positioning they chose to limit certain information. It"
X Link 2025-11-15T12:03Z [----] followers, [----] engagements

"Mr. Warren Buffetts entry into Google at an all-time high should give confidence to those who believe that AI is not in a bubble. Warren Buffett just aped $4.3 billion into this chart and you're bearish on AI $GOOG https://t.co/GcNUdTw51p Warren Buffett just aped $4.3 billion into this chart and you're bearish on AI $GOOG https://t.co/GcNUdTw51p"
X Link 2025-11-16T22:07Z [----] followers, [----] engagements

"Rico Auto Industries Ltd Has the Company Started Playing Its Cards #RICOAUTO An interesting development has emerged regarding the 27-acre land monetization opportunity at the Gurugram plant. Earlier a buyer had approached the company with an offer of [---] Cr for the land. Recently the same buyer returned with a significantly higher proposal of [---] Cr. However the company once again declined the offer. Management stated that the last time discussions took place they were evaluating valuations in the range of [--------] Cr and at present they believe the land is worth [--------] Cr. What makes this"
X Link 2025-11-17T09:31Z [----] followers, [----] engagements

"Listing soon in NSE"
X Link 2025-10-09T19:52Z [----] followers, [---] engagements

"KRN Heat Exchanger's wholly-owned subsidiary KRN HVAC Products has commenced commercial production of its Bus AC Division at its new manufacturing plant in Neemrana. This expands the company's operational capacity in Heat Exchangers and HVAC"
X Link 2025-10-15T13:14Z [----] followers, [---] engagements

"Kaynes Technology India Limiteds subsidiary Kaynes Semicon Private Limited has achieved a major technological and commercial breakthrough in partnership with Alpha & Omega Semiconductor (AOS) and Mitsui & Co. On October [--] [----] Kaynes announced the successful rollout and shipment of [---] Intelligent Power Module (IPM5) Multi-Chip Modules (MCMs) from its Sanand OSAT facility in Gujarat marking Indias first commercially manufactured MCM under the India Semiconductor Mission [---]. The IPM5 integrates up to [--] semiconductor dies (including IGBTs controllers and diodes) into one compact"
X Link 2025-10-15T21:32Z [----] followers, [----] engagements

"Crizac Ltd is a B2B intermediary connecting agents to universities. The companys full-year FY26 revenue growth is conservatively guided at 2530% with management expecting it could be slightly higher due to multiple tailwinds and margins are expected to sustain at 2425%. It does not directly counsel students. Employee cost guided at 23% of revenue; tech + employee combined 4%. As tech scales employee cost growth to trail topline. Q2 Margin Triggers: A forex recovery (4 Cr gain vs [---] Cr loss in Q1 due to favorable GBP movement and hedging) and annual university bonuses (SepJul cycle) helped"
X Link 2025-10-21T23:08Z [----] followers, [----] engagements

"$Silver has tested multi decades support"
X Link 2025-10-22T14:35Z [----] followers, [----] engagements

"Carysil Ltd is reducing its U.S. concentration and Q2FY26 revenue 30%"
X Link 2025-10-22T20:17Z [----] followers, [----] engagements

"How is the Andhra Pradesh Electronics Policy [---] attracting investments and promoting electronics manufacturing Capital Subsidy: A percentage (e.g. 20% to 30%) of the Eligible Fixed Capital Investment (EFCI) often with an additional top-up for value addition. GST Reimbursement: 100% Net State Goods and Services Tax (SGST) reimbursement for a specified period (e.g. [--] years) on the sale of final products manufactured and sold within the state. Power Subsidy: Reimbursement of power cost (e.g. [--] per unit for [--] years) or other power-related concessions. Stamp Duty: 100% reimbursement on the"
X Link 2025-10-26T00:30Z [----] followers, [----] engagements

"India Govt plans to hike foreign investment cap in state-run banks to 49% source says. FII holding in PSU banks https://www.reuters.com/sustainability/boards-policy-regulation/india-plans-hike-foreign-investment-cap-state-run-banks-49-source-says-2025-10-27/ https://www.reuters.com/sustainability/boards-policy-regulation/india-plans-hike-foreign-investment-cap-state-run-banks-49-source-says-2025-10-27/"
X Link 2025-10-27T16:57Z [----] followers, [---] engagements

"Ministry of Electronics & IT about ECMS (Electronics Manufacturing Component Scheme) GoI Approves ; Kaynes SRF Syrma SGS and Ascent Circuits. The scheme has received wonderful response from both domestic and global companies. [---] applications have been recieved. These represents [----] lakh crore investment [-----] lakh crore production and [----] lakh jobs to be created. It is the highest-ever investment commitment in Indias electronics sector. Today marks the approval for seven projects worth [----] crore. These projects will lead to production of components worth [-----] crore and creation of over"
X Link 2025-10-27T20:11Z [----] followers, [----] engagements

"Vaibhav Global Ltd telling you worst is behind"
X Link 2025-10-29T21:32Z [----] followers, [----] engagements

"Venus Pipes & Tubes commenced operations for [----] MTPA of Seamless pipes/tubes boosting total capacity to [-----] MTPA. This strategic expansion targets critical high-specification industries with further capacity additions planned"
X Link 2025-11-05T12:26Z [----] followers, [---] engagements

"CCL Products has delivered great set of numbers. CCL Products shipping data shows a record quarter up 73% YoY and 46% QoQ. A strong quarter lies ahead as the results are set to be announced. https://t.co/8WovzL38EI CCL Products shipping data shows a record quarter up 73% YoY and 46% QoQ. A strong quarter lies ahead as the results are set to be announced. https://t.co/8WovzL38EI"
X Link 2025-11-05T14:44Z [----] followers, [----] engagements

"#TDPOWERSYS : We've done a lot of capacity analysis once again with some further debottlenecking. We don't expect to make any major investments up to FY '28"
X Link 2025-11-05T22:14Z [----] followers, [---] engagements

"Yasho Industries Ltd : We believe the worst of the demand slump is behind us. While tariff challenges persist our diversification efforts and operational agility position us well for recovery"
X Link 2025-11-06T17:00Z [----] followers, [----] engagements

"#SJS guidance revised"
X Link 2025-11-09T23:31Z [----] followers, [----] engagements

"Syrma SGS : 50-60% growth in next 2-3 years https://www.youtube.com/watchv=0aLOn3YaYrE https://www.youtube.com/watchv=0aLOn3YaYrE"
X Link 2025-11-11T22:55Z [----] followers, [----] engagements

"Narayana Hrudayalaya has delivered strong numbers a 20% increase in the top line and a 30% increase in the bottom line. πŸ‘Œ"
X Link 2025-11-14T14:21Z [----] followers, [----] engagements

"Tata Consultancy Services is in talks with multiple AI firms to set up data centres in India which has room for several large global players CEO K Krithivasan and CFO Samir Seksaria said. TCS is also pursuing acquisitions to build AI capabilities as demand improves"
X Link 2026-01-14T20:07Z [----] followers, [---] engagements

"BSE Smallcap/Nifty50 How do you see this ratio"
X Link 2026-01-23T10:16Z [----] followers, [---] engagements

"PLI for nuclear"
X Link 2026-01-27T10:36Z [----] followers, [---] engagements

"Shriram Finance Ltd https://twitter.com/i/web/status/2016110767293010332 https://twitter.com/i/web/status/2016110767293010332"
X Link 2026-01-27T11:27Z [----] followers, [---] engagements

"Vaibhav Global has delivered a strong set of numbers both top line and bottom line have seen healthy growth along with a clear expansion in margins"
X Link 2026-01-27T19:50Z [----] followers, [---] engagements

"$DXY [----] The DXY hit a new low today following comments from President Trump testing levels last seen around February [----] nearly three years ago Most people don't realize what Trump just said: For 12+ months the US Dollar has been in a sharp decline falling -10% in [----] in its worst year since [----]. Minutes ago for the first time President Trump commented on the decline in the USD: "The value of the Dollar is https://t.co/qTORxvmg3H Most people don't realize what Trump just said: For 12+ months the US Dollar has been in a sharp decline falling -10% in [----] in its worst year since 2017."
X Link 2026-01-27T22:13Z [----] followers, [---] engagements

"Syrma SGS Technology Ltd The company has delivered excellent numbers with a clear margin expansion of [---] bps and PAT growth of 100% YoY. It is one of the prominent EMS players available at a reasonable valuation in a high-growth business. We covered this company in our Diwali picks. You can read the complete business story in the thread below. Our Diwali pick Syrma SGS has delivered excellent numbers. The presentation is very interesting and explains all the JV information in detail definitely worth a read. https://t.co/jEY5RA280K Our Diwali pick Syrma SGS has delivered excellent numbers."
X Link 2026-01-29T18:17Z [----] followers, [----] engagements

"Walchandnagar Industries Ltd The companys profits have turned positive after a long time and the company sees this as a pivotal point signaling that it will continue this momentum. https://twitter.com/i/web/status/2016977281340551222 https://twitter.com/i/web/status/2016977281340551222"
X Link 2026-01-29T20:50Z [----] followers, [----] engagements

"Gold prices crashed 17% on January [--] [----]. The crash was caused by the Fed aggressively raising interest rates to 20% to control inflation. Check 1980's gold prices chart"
X Link 2026-01-30T18:44Z [----] followers, [----] engagements

"Syrma SGS Q3 Highlights & Takeaways MD JS Gujral confident about growth despite EMS sector inconsistencies. Financials & Guidance: Revenue at [----] crores expected to reach around [----] crores in FY26. EBITDA at [---] crores targeting over [---] crores; margin guidance revised to 8.59%. Organic business aims for 30% YoY EBITDA growth roughly [---] crores next period. Exports Driving Growth: Exports up 67% in [--] months 45% in [--] months. Target export-to-domestic ratio: 33%; expected [----] crores by March [----] highest ever. Operational Updates & Input Costs: Rising input costs are pass-through to"
X Link 2026-01-31T00:33Z [----] followers, 10.3K engagements

"On Budget day stocks performed well. Do review them to identify the key performers and see which common sector is benefiting from the Budget"
X Link 2026-02-01T14:45Z [----] followers, [---] engagements

"The FY27 Budget gives a major boost to Indias electronics industry. [-----] cr INR has been set aside under the ECMS to promote domestic production of electronics components including PCBs. Syrma SGS Technology Ltd. one of Indias largest Electronics Manufacturing Services (EMS) players is setting up Indias largest PCB manufacturing facility in Naidupeta Andhra Pradesh. The investment is around [----] cr with the plant expected to be operational by October [----] and contributing significantly to growth in FY27. The Andhra Pradesh government is supporting the project with incentives worth [---] cr"
X Link 2026-02-01T23:24Z [----] followers, [----] engagements

"Interarch is a leader in the PEB sector in the listed space and has delivered excellent results"
X Link 2026-02-02T13:28Z [----] followers, [----] engagements

"The combination of Apollos dual-core processing and Astras Ka-band RF technology allows the QRSAM to maintain a terminal active homing seeker and mid-course inertial navigation with target updates. This ensures an 80% Single Shot Kill Probability (SSKP) against targets within a [---] km range. #QRSAM #EmbeddedSystems #RFEngineering #Avionics Bharat Electronics has confident to get QRSAM orders in Q4FY26. https://t.co/0vYjgcIbEW Bharat Electronics has confident to get QRSAM orders in Q4FY26. https://t.co/0vYjgcIbEW"
X Link 2026-02-04T22:56Z [----] followers, [----] engagements

"Global Aviation Solutions Provider ST Engineering Signs MoU with Ramco Systems. Promoter Ramco Management has bought [----] lakh shares (2.7 percent of paid-up equity) in Ramco Systems at Rs [------] per share for Rs [--] crore however HDFC Mutual Fund sold [----] lakh shares (2.6 percent stake) at Rs [-----] per share for Rs [-----] crore. HDFC AMC through its Balanced Advantage Fund held [----] percent equity shareholding in Ramco as of December [----]. An Interesting turnaround story. Is Ramco Systems Ltd a turnaround candidate https://t.co/GNsbMWfgcn Is Ramco Systems Ltd a turnaround candidate"
X Link 2026-02-05T16:09Z [----] followers, [---] engagements

"AI Big Daddy Changes the Narrative NVIDIA CEO Jensen Huang says fears that AI will destroy the software industry are exaggerated and not logical. Speaking at Ciscos AI Summit he said the idea that AI tools will replace traditional software is the most illogical thing in the world. He was reacting to a recent fall in software stocks like Salesforce and Microsoft where investors were worried that AI companies such as OpenAI and Anthropic could hurt existing software businesses. Huang believes these fears are wrong. He said AI is mainly meant to use and improve existing software not replace it."
X Link 2026-02-06T13:02Z [----] followers, [---] engagements

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@Financially_In
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