[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MithunSarkari Mithun Sarkar Mithun Sarkar posts on X about strong, business, q2, fy26 the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1485119945013080064/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +358% ### Mentions: XX [#](/creator/twitter::1485119945013080064/posts_active)  - X Month XXX +396% ### Followers: XXX [#](/creator/twitter::1485119945013080064/followers)  - X Week XXX +8.30% - X Month XXX +74% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1485119945013080064/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [strong](/topic/strong) 6.98%, [business](/topic/business) 6.98%, [q2](/topic/q2) #151, [fy26](/topic/fy26) #35, [target](/topic/target) 4.65%, [products](/topic/products) 3.49%, [ai](/topic/ai) 3.49%, [hotels](/topic/hotels) #510, [debt](/topic/debt) #2100, [momentum](/topic/momentum) XXXX% **Top accounts mentioned or mentioned by** [@zelio](/creator/undefined) [@bbox](/creator/undefined) [@jsll](/creator/undefined) [@yatra](/creator/undefined) [@anuras](/creator/undefined) [@ssegl](/creator/undefined) [@tdpowersys](/creator/undefined) [@jeena](/creator/undefined) [@mobavenue](/creator/undefined) [@cempro](/creator/undefined) [@shindl](/creator/undefined) [@krishnadef](/creator/undefined) [@arisinfra](/creator/undefined) [@matt_kolb_](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "11 Sharat : Valuations: Trading at XXX Cr mcap A microcap counter growing faster than Avanti and Apex frozen and at lower valuations must study and track . 💬 Final Takeaway Sharat Industries is scaling through: Russia-led exports BSF feed innovation Merchant export model Domestic value-added products Black Tiger + EU expansion" [X Link](https://x.com/MithunSarkari/status/1998035167169110186) 2025-12-08T14:21Z XXX followers, XX engagements "@anuras X ANURAS : Management Guidance : FY26 growth: XX% YoY EBITDA margin: XX% X% going forward Working capital days: Expect further reduction from H1 level of XXX days ROCE expected to improve over next XX months as new plants ramp up 🔥🔥🔥🔥🔥" [X Link](https://x.com/MithunSarkari/status/1998064883146043836) 2025-12-08T16:19Z XXX followers, XX engagements "@SSegl 4/12 $SSEGL : Order Book Order book is strong at 1367.7 Cr with XX ongoing projects. Bid pipeline: 13637 Cr showing massive opportunity visibility. They won XXX Cr new orders in H1 alone" [X Link](https://x.com/MithunSarkari/status/1994721452713763243) 2025-11-29T10:53Z XXX followers, XX engagements "@SSegl 5/12 SSEGL : Major orders include: Reliance Consumer Products XXX Cr Ceylon Beverage Can XXX Cr High Glory Footwear (Pou Chen) XXX Cr These wins show strong trust from global & Indian leaders" [X Link](https://x.com/MithunSarkari/status/1994721864682541081) 2025-11-29T10:55Z XXX followers, XX engagements "@yatra X Strong profitability momentum Q2 FY26: EBITDA: XXX Cr (+88% YoY) EBITDA/RLSC: XX% PAT: XXX Cr (+96% YoY) Management sees EBITDA/RLSC 2325% near term XX% medium term" [X Link](https://x.com/MithunSarkari/status/1996787872771535138) 2025-12-05T03:45Z XXX followers, XXX engagements "@yatra X $YATRA : AI & new product launches DIYA AI a Gen-AI travel assistant New transparent hotel pricing UI Best Price Guarantee for hotels AI-driven expense management for corporates These aim to boost conversion + margins" [X Link](https://x.com/MithunSarkari/status/1996788305237860587) 2025-12-05T03:46Z XXX followers, XXX engagements "6 CONCORD : Management Guidance On growth: 4050% revenue CAGR over next XX years (formal guidance) Next XX years is a golden period for us business can grow 5x from FY25 base On profitability: Target EBITDA margins of 2225% long term On seasonality: H2 is always heavier than H1 with better margins" [X Link](https://x.com/MithunSarkari/status/1997282499479957720) 2025-12-06T12:30Z XXX followers, XX engagements "Pondy oxides and Chemicals Ltd : POCL X 🚀 $POCL Indias largest non-ferrous metal recycler is quietly compounding with operational excellence & sustainability at its core. Heres why this Urban Miner deserves investor attention 👇" [X Link](https://x.com/MithunSarkari/status/1993330353109713415) 2025-11-25T14:46Z XXX followers, XXX engagements "🧵 Jeena Sikho Lifecare (JSLL) Deep Dive Thread Q2 FY26 1/15 JSLL: Indias Fastest-Growing Ayurveda Healthcare Chain JSLL reported a XX% YoY revenue growth in Q2 FY26 to XXX Cr with XX% PAT margin and XX% EBITDA margin" [X Link](https://x.com/MithunSarkari/status/1994633595554861278) 2025-11-29T05:04Z XXX followers, XXX engagements "🧵 Yatra Online Q2 FY26 Deep Dive X What does Yatra really do Yatra is Indias largest corporate travel platform serving 1300+ corporates & 58000 SMEs. Also a major OTA for consumer travel (flights + hotels + holidays). A true B2B + B2C hybrid business. Stable revenue visibility from corporate client base" [X Link](https://x.com/MithunSarkari/status/1996784246925693348) 2025-12-05T03:30Z XXX followers, 1478 engagements "11 Valuations : Yatra is trading @ 2800 Cr mcap approx XX kind pe which is attractive to peers like Ixigo TBO tek Easytrip. Big Picture Yatra is executing a clear shift to higher-margin businesses (Hotels + MICE + AI solutions) adding strong new corporates improving profitability and maintaining a healthy cash position. Guidance remains confident & upgraded" [X Link](https://x.com/MithunSarkari/status/1996790353203183715) 2025-12-05T03:54Z XXX followers, XXX engagements "5 CONCORD : Why railways is a supercycle theme Government initiatives include: Net-zero railways by 2030 15000 km of automatic signalling 47000 km of Kavach rollout (40k Cr opportunity) Massive station upgrades & safety spend Concord directly plays in these areas: signalling coaching traction locomotives safety tech" [X Link](https://x.com/MithunSarkari/status/1997281808904540264) 2025-12-06T12:27Z XXX followers, XX engagements "🚀 True Colors Ltd Indias Emerging Digital Textile Ecosystem 🧵 Thread (1/12): True Colors isnt just a printing company. Its building a complete digital-textile ecosystem machines inks sublimation paper & digital printing services all under one roof. This integrated model is its biggest strength" [X Link](https://x.com/MithunSarkari/status/1997679925114134677) 2025-12-07T14:49Z XXX followers, XXX engagements "(2/12) TRUE Colors: What Does the Company Do True Colors earns from X businesses: X Machines & Inks imports digital textile printers from global brands (Konica Minolta Hopetech Skyjet etc.) & supplies inks/spares. X Sublimation Paper Manufacturing in-house plant; high-margin recurring demand. X Digital Textile Printing printing on viscose polyester cotton; job-work + printed fabric sales" [X Link](https://x.com/MithunSarkari/status/1997680383618621863) 2025-12-07T14:51Z XXX followers, XX engagements "@shindl 🔟 SHARAT : Key Risks to Track Shrimp price fluctuations ❗ Ocean freight costs ❗ Disease in aquaculture Climate-related disruptions ❗ Regulatory pricing of raw materials❗" [X Link](https://x.com/MithunSarkari/status/1998030659827437860) 2025-12-08T14:03Z XXX followers, XX engagements "6 $ANURAS : Big Growth Drivers Ahead Pharma & Polymer ramp-up (201% YoY & XXX% YoY growth) New molecules commercialised in Q2 (now XX total) Fluorination platform strengthened via Tanfac backward integration into HF/KF Addressable market: Pharma TAM $15bn Polymer & electronic chemicals TAM $10bn US growth strong; new tariffs dont impact most products" [X Link](https://x.com/MithunSarkari/status/1998063983774097590) 2025-12-08T16:15Z XXX followers, XX engagements "8 @ANURAS : Capex & Balance Sheet XXX cr capex project fully completed; new plants to meaningfully contribute now PF/warrant money received: XXXXX cr used partly to repay debt Net debt: XXX cr consolidated Tanfac acquisition supports high-value fluorination chemistry" [X Link](https://x.com/MithunSarkari/status/1998065623650484610) 2025-12-08T16:22Z XXX followers, XX engagements "9 ANURAS : Key Risks to Watch High working capital intensity (inventory & receivables) though improving ❗ Customer concentration: Top XX = XX% revenue ❗ Agrochemical cyclicality previous 2-year downturn hurt cash flows Promoter pledge increased (for preferential issue funding purpose) although its not bad but during volatile times if the holding company sells them then stock price gets affected" [X Link](https://x.com/MithunSarkari/status/1998066269917200674) 2025-12-08T16:24Z XXX followers, XX engagements "📌 Thread: Black Box Ltd Deep Dive (Q2 FY26) A complete breakdown of business model growth triggers guidance & risks : X What does Black Box even do Black Box is a global digital infra & systems integration company working across 35+ countries. They build: 🔹 Data centers 🔹 Network infra 🔹 Modern workplace + cybersecurity 🔹 Tech products & platform licensing" [X Link](https://x.com/MithunSarkari/status/1998382303488414033) 2025-12-09T13:20Z XXX followers, XXX engagements "@bbox X #BBOX : Key Strengths 🔥 ✔ Presence in 35+ countries ✔ 120+ Fortune XXX customers ✔ Strong bookings momentum ✔ Growing AI + data-center demand ✔ High-value Wind River partnership" [X Link](https://x.com/MithunSarkari/status/1998384162445918553) 2025-12-09T13:28Z XXX followers, XX engagements "@bbox X #BBOX But there are challenges too ⚠ ⚠ Working capital stress (inventory due to Wind River) ⚠ Cash conversion weak in H1 ⚠ Competitive pressure vs VMware in platform licensing ⚠ Execution-heavy business" [X Link](https://x.com/MithunSarkari/status/1998388386462384272) 2025-12-09T13:44Z XXX followers, XX engagements "@bbox X FY26 Guidance Management clearly guides: 📌 Revenue: 67507000 Cr 📌 EBITDA: 605645 Cr 📌 EBITDA margin: 9.09.2% 📌 PAT: 265285 Cr 📌 Bookings target: $X Billion Long Term guidance to reach X Bn revenues by FY XX 🔥🔥🔥" [X Link](https://x.com/MithunSarkari/status/1998392226511269961) 2025-12-09T14:00Z XXX followers, XX engagements "@bbox X BBOX : Strategic Moves (Wind River + M&A) Wind River Partnership: 🔥 Adds 1350 Cr revenue over X yrs 🔥 XX% license + XX% services 🔥 Stronger margins (2030% services) M&A Roadmap: Target: $700800M acquired revenues by FY29. Big deals expected by year-end" [X Link](https://x.com/MithunSarkari/status/1998392553167896737) 2025-12-09T14:01Z XXX followers, XX engagements "Krishna Defence Q2/H1 FY26 Deep Dive) @KRISHNADEF (1/10) 🔥 Krishna Defence is quietly building one of Indias most integrated defence manufacturing platforms. XX% of revenue from defence X% from dairy. Core = shipbuilding steel special alloys weld consumables defence components" [X Link](https://x.com/MithunSarkari/status/1998419569413947704) 2025-12-09T15:48Z XXX followers, XXX engagements "Approval-driven business (the biggest barrier) Bulb bars supplied to the Navy or commercial shipyards cannot be sold without class approvals such as: BV (Bureau Veritas) IRS (Indian Register of Shipping) LRS (Lloyds Register) DNV ABS etc" [X Link](https://x.com/MithunSarkari/status/1998420502520684844) 2025-12-09T15:52Z XXX followers, XX engagements "(3/10) Krishna Defence : 📈 Growth Guidance: 3040% CAGR for XX yrs Management openly guided for multi-year high growth driven by naval platforms & new approvals. Order Book: XXX Cr (Sep-end) Pipeline: 100110 Cr tenders + expected 100150 Cr H2 inflows" [X Link](https://x.com/MithunSarkari/status/1998421960834097620) 2025-12-09T15:58Z XXX followers, XX engagements "(4/10) KRISHNA DEFENCE: ⚙ Whats Driving Growth Indian Navy programs LPD corvettes frigates destroyers MCMVs BV approval for bulb bars access to commercial shipbuilding market New weld consumables castings composites electronics" [X Link](https://x.com/MithunSarkari/status/1998422877805404576) 2025-12-09T16:01Z XXX followers, XX engagements "(5/10) Krishna Def : 🤖 AUV (Autonomous Underwater Vehicle) Indias Largest in Making Prototype under construction. Test deployment planned by Dec 2026. No binding order yet but Navy has shown intent for follow-on orders if trials succeed" [X Link](https://x.com/MithunSarkari/status/1998423941715833130) 2025-12-09T16:06Z XXX followers, XX engagements "@arisinfra (6/10) ARISINFRA: Margin Picture Q2 FY26 margin snapshot: 🔹 EBITDA margin: XXXX% 🔹 PAT margin: XXXX% Management sees margin tailwinds from: ✔ Higher share of CM and Services ✔ Tech-driven operating leverage ✔ Lower interest cost as debt reduces" [X Link](https://x.com/MithunSarkari/status/1998667430256849138) 2025-12-10T08:13Z XXX followers, XX engagements "(7/10) ARISINFRA: Balance Sheet Getting Stronger 📉 Borrowings reduced from XXX Cr XX Cr (Mar Sep) 💰 Cash equivalents 184200 Cr 📦 Working capital days improved to XX days (target steady-state 8090 days) This cleanup supports scalability without fundraising" [X Link](https://x.com/MithunSarkari/status/1998667781173084642) 2025-12-10T08:15Z XXX followers, XX engagements "5/12 INFLUX 😎 Management Growth Guidance 📌 Aim to more than double business by FY27 with similar margins. 📌 Longer-term 450500 Cr revenue by FY29. Current revenue 125Cr ( approx) 📌 Capacity post-IPO expected to be 2.5x of FY25 levels. 🚀🚀🚀🚀🚀" [X Link](https://x.com/MithunSarkari/status/1998747223816040737) 2025-12-10T13:30Z XXX followers, XX engagements "6/12 INFLUX : Capex Plan IPO utilisation disclosed: XXX Cr deployed toward capex XXXX Cr still in bank XXX Cr used for GCP Planned projects: Nutra facility: XX Cr Veterinary/pet food: XX Cr Homecare/cosmetics machinery: X Cr" [X Link](https://x.com/MithunSarkari/status/1998752472324780081) 2025-12-10T13:51Z XXX followers, XX engagements "8/12 INFLUX : Strategic Expansions New capabilities coming up: RTD beverage line (10000 bottles/hr) Retort system for shelf-stable products High-capacity pet food line (1000 kg/hr) Sachet-card dose packaging four-track ALU blister Mgmt shared exports pilot for RTD to Caribbean markets" [X Link](https://x.com/MithunSarkari/status/1998754056584704325) 2025-12-10T13:57Z XXX followers, XX engagements "9/12 INFLUX : Working Capital Update Debtor days improved from XXX XXX days CCC improved to X days Mgmt explained delays linked to large client billing cycles. A key monitorable" [X Link](https://x.com/MithunSarkari/status/1998754625697231352) 2025-12-10T14:00Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MithunSarkari Mithun Sarkar
Mithun Sarkar posts on X about strong, business, q2, fy26 the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +358%
Mentions: XX #
- X Month XXX +396%
Followers: XXX #
- X Week XXX +8.30%
- X Month XXX +74%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXX% technology brands XXXX%
Social topic influence strong 6.98%, business 6.98%, q2 #151, fy26 #35, target 4.65%, products 3.49%, ai 3.49%, hotels #510, debt #2100, momentum XXXX%
Top accounts mentioned or mentioned by @zelio @bbox @jsll @yatra @anuras @ssegl @tdpowersys @jeena @mobavenue @cempro @shindl @krishnadef @arisinfra @matt_kolb_
Top Social Posts
Top posts by engagements in the last XX hours
"11 Sharat : Valuations: Trading at XXX Cr mcap A microcap counter growing faster than Avanti and Apex frozen and at lower valuations must study and track . 💬 Final Takeaway Sharat Industries is scaling through: Russia-led exports BSF feed innovation Merchant export model Domestic value-added products Black Tiger + EU expansion"
X Link 2025-12-08T14:21Z XXX followers, XX engagements
"@anuras X ANURAS : Management Guidance : FY26 growth: XX% YoY EBITDA margin: XX% X% going forward Working capital days: Expect further reduction from H1 level of XXX days ROCE expected to improve over next XX months as new plants ramp up 🔥🔥🔥🔥🔥"
X Link 2025-12-08T16:19Z XXX followers, XX engagements
"@SSegl 4/12 $SSEGL : Order Book Order book is strong at 1367.7 Cr with XX ongoing projects. Bid pipeline: 13637 Cr showing massive opportunity visibility. They won XXX Cr new orders in H1 alone"
X Link 2025-11-29T10:53Z XXX followers, XX engagements
"@SSegl 5/12 SSEGL : Major orders include: Reliance Consumer Products XXX Cr Ceylon Beverage Can XXX Cr High Glory Footwear (Pou Chen) XXX Cr These wins show strong trust from global & Indian leaders"
X Link 2025-11-29T10:55Z XXX followers, XX engagements
"@yatra X Strong profitability momentum Q2 FY26: EBITDA: XXX Cr (+88% YoY) EBITDA/RLSC: XX% PAT: XXX Cr (+96% YoY) Management sees EBITDA/RLSC 2325% near term XX% medium term"
X Link 2025-12-05T03:45Z XXX followers, XXX engagements
"@yatra X $YATRA : AI & new product launches DIYA AI a Gen-AI travel assistant New transparent hotel pricing UI Best Price Guarantee for hotels AI-driven expense management for corporates These aim to boost conversion + margins"
X Link 2025-12-05T03:46Z XXX followers, XXX engagements
"6 CONCORD : Management Guidance On growth: 4050% revenue CAGR over next XX years (formal guidance) Next XX years is a golden period for us business can grow 5x from FY25 base On profitability: Target EBITDA margins of 2225% long term On seasonality: H2 is always heavier than H1 with better margins"
X Link 2025-12-06T12:30Z XXX followers, XX engagements
"Pondy oxides and Chemicals Ltd : POCL X 🚀 $POCL Indias largest non-ferrous metal recycler is quietly compounding with operational excellence & sustainability at its core. Heres why this Urban Miner deserves investor attention 👇"
X Link 2025-11-25T14:46Z XXX followers, XXX engagements
"🧵 Jeena Sikho Lifecare (JSLL) Deep Dive Thread Q2 FY26 1/15 JSLL: Indias Fastest-Growing Ayurveda Healthcare Chain JSLL reported a XX% YoY revenue growth in Q2 FY26 to XXX Cr with XX% PAT margin and XX% EBITDA margin"
X Link 2025-11-29T05:04Z XXX followers, XXX engagements
"🧵 Yatra Online Q2 FY26 Deep Dive X What does Yatra really do Yatra is Indias largest corporate travel platform serving 1300+ corporates & 58000 SMEs. Also a major OTA for consumer travel (flights + hotels + holidays). A true B2B + B2C hybrid business. Stable revenue visibility from corporate client base"
X Link 2025-12-05T03:30Z XXX followers, 1478 engagements
"11 Valuations : Yatra is trading @ 2800 Cr mcap approx XX kind pe which is attractive to peers like Ixigo TBO tek Easytrip. Big Picture Yatra is executing a clear shift to higher-margin businesses (Hotels + MICE + AI solutions) adding strong new corporates improving profitability and maintaining a healthy cash position. Guidance remains confident & upgraded"
X Link 2025-12-05T03:54Z XXX followers, XXX engagements
"5 CONCORD : Why railways is a supercycle theme Government initiatives include: Net-zero railways by 2030 15000 km of automatic signalling 47000 km of Kavach rollout (40k Cr opportunity) Massive station upgrades & safety spend Concord directly plays in these areas: signalling coaching traction locomotives safety tech"
X Link 2025-12-06T12:27Z XXX followers, XX engagements
"🚀 True Colors Ltd Indias Emerging Digital Textile Ecosystem 🧵 Thread (1/12): True Colors isnt just a printing company. Its building a complete digital-textile ecosystem machines inks sublimation paper & digital printing services all under one roof. This integrated model is its biggest strength"
X Link 2025-12-07T14:49Z XXX followers, XXX engagements
"(2/12) TRUE Colors: What Does the Company Do True Colors earns from X businesses: X Machines & Inks imports digital textile printers from global brands (Konica Minolta Hopetech Skyjet etc.) & supplies inks/spares. X Sublimation Paper Manufacturing in-house plant; high-margin recurring demand. X Digital Textile Printing printing on viscose polyester cotton; job-work + printed fabric sales"
X Link 2025-12-07T14:51Z XXX followers, XX engagements
"@shindl 🔟 SHARAT : Key Risks to Track Shrimp price fluctuations ❗ Ocean freight costs ❗ Disease in aquaculture Climate-related disruptions ❗ Regulatory pricing of raw materials❗"
X Link 2025-12-08T14:03Z XXX followers, XX engagements
"6 $ANURAS : Big Growth Drivers Ahead Pharma & Polymer ramp-up (201% YoY & XXX% YoY growth) New molecules commercialised in Q2 (now XX total) Fluorination platform strengthened via Tanfac backward integration into HF/KF Addressable market: Pharma TAM $15bn Polymer & electronic chemicals TAM $10bn US growth strong; new tariffs dont impact most products"
X Link 2025-12-08T16:15Z XXX followers, XX engagements
"8 @ANURAS : Capex & Balance Sheet XXX cr capex project fully completed; new plants to meaningfully contribute now PF/warrant money received: XXXXX cr used partly to repay debt Net debt: XXX cr consolidated Tanfac acquisition supports high-value fluorination chemistry"
X Link 2025-12-08T16:22Z XXX followers, XX engagements
"9 ANURAS : Key Risks to Watch High working capital intensity (inventory & receivables) though improving ❗ Customer concentration: Top XX = XX% revenue ❗ Agrochemical cyclicality previous 2-year downturn hurt cash flows Promoter pledge increased (for preferential issue funding purpose) although its not bad but during volatile times if the holding company sells them then stock price gets affected"
X Link 2025-12-08T16:24Z XXX followers, XX engagements
"📌 Thread: Black Box Ltd Deep Dive (Q2 FY26) A complete breakdown of business model growth triggers guidance & risks : X What does Black Box even do Black Box is a global digital infra & systems integration company working across 35+ countries. They build: 🔹 Data centers 🔹 Network infra 🔹 Modern workplace + cybersecurity 🔹 Tech products & platform licensing"
X Link 2025-12-09T13:20Z XXX followers, XXX engagements
"@bbox X #BBOX : Key Strengths 🔥 ✔ Presence in 35+ countries ✔ 120+ Fortune XXX customers ✔ Strong bookings momentum ✔ Growing AI + data-center demand ✔ High-value Wind River partnership"
X Link 2025-12-09T13:28Z XXX followers, XX engagements
"@bbox X #BBOX But there are challenges too ⚠ ⚠ Working capital stress (inventory due to Wind River) ⚠ Cash conversion weak in H1 ⚠ Competitive pressure vs VMware in platform licensing ⚠ Execution-heavy business"
X Link 2025-12-09T13:44Z XXX followers, XX engagements
"@bbox X FY26 Guidance Management clearly guides: 📌 Revenue: 67507000 Cr 📌 EBITDA: 605645 Cr 📌 EBITDA margin: 9.09.2% 📌 PAT: 265285 Cr 📌 Bookings target: $X Billion Long Term guidance to reach X Bn revenues by FY XX 🔥🔥🔥"
X Link 2025-12-09T14:00Z XXX followers, XX engagements
"@bbox X BBOX : Strategic Moves (Wind River + M&A) Wind River Partnership: 🔥 Adds 1350 Cr revenue over X yrs 🔥 XX% license + XX% services 🔥 Stronger margins (2030% services) M&A Roadmap: Target: $700800M acquired revenues by FY29. Big deals expected by year-end"
X Link 2025-12-09T14:01Z XXX followers, XX engagements
"Krishna Defence Q2/H1 FY26 Deep Dive) @KRISHNADEF (1/10) 🔥 Krishna Defence is quietly building one of Indias most integrated defence manufacturing platforms. XX% of revenue from defence X% from dairy. Core = shipbuilding steel special alloys weld consumables defence components"
X Link 2025-12-09T15:48Z XXX followers, XXX engagements
"Approval-driven business (the biggest barrier) Bulb bars supplied to the Navy or commercial shipyards cannot be sold without class approvals such as: BV (Bureau Veritas) IRS (Indian Register of Shipping) LRS (Lloyds Register) DNV ABS etc"
X Link 2025-12-09T15:52Z XXX followers, XX engagements
"(3/10) Krishna Defence : 📈 Growth Guidance: 3040% CAGR for XX yrs Management openly guided for multi-year high growth driven by naval platforms & new approvals. Order Book: XXX Cr (Sep-end) Pipeline: 100110 Cr tenders + expected 100150 Cr H2 inflows"
X Link 2025-12-09T15:58Z XXX followers, XX engagements
"(4/10) KRISHNA DEFENCE: ⚙ Whats Driving Growth Indian Navy programs LPD corvettes frigates destroyers MCMVs BV approval for bulb bars access to commercial shipbuilding market New weld consumables castings composites electronics"
X Link 2025-12-09T16:01Z XXX followers, XX engagements
"(5/10) Krishna Def : 🤖 AUV (Autonomous Underwater Vehicle) Indias Largest in Making Prototype under construction. Test deployment planned by Dec 2026. No binding order yet but Navy has shown intent for follow-on orders if trials succeed"
X Link 2025-12-09T16:06Z XXX followers, XX engagements
"@arisinfra (6/10) ARISINFRA: Margin Picture Q2 FY26 margin snapshot: 🔹 EBITDA margin: XXXX% 🔹 PAT margin: XXXX% Management sees margin tailwinds from: ✔ Higher share of CM and Services ✔ Tech-driven operating leverage ✔ Lower interest cost as debt reduces"
X Link 2025-12-10T08:13Z XXX followers, XX engagements
"(7/10) ARISINFRA: Balance Sheet Getting Stronger 📉 Borrowings reduced from XXX Cr XX Cr (Mar Sep) 💰 Cash equivalents 184200 Cr 📦 Working capital days improved to XX days (target steady-state 8090 days) This cleanup supports scalability without fundraising"
X Link 2025-12-10T08:15Z XXX followers, XX engagements
"5/12 INFLUX 😎 Management Growth Guidance 📌 Aim to more than double business by FY27 with similar margins. 📌 Longer-term 450500 Cr revenue by FY29. Current revenue 125Cr ( approx) 📌 Capacity post-IPO expected to be 2.5x of FY25 levels. 🚀🚀🚀🚀🚀"
X Link 2025-12-10T13:30Z XXX followers, XX engagements
"6/12 INFLUX : Capex Plan IPO utilisation disclosed: XXX Cr deployed toward capex XXXX Cr still in bank XXX Cr used for GCP Planned projects: Nutra facility: XX Cr Veterinary/pet food: XX Cr Homecare/cosmetics machinery: X Cr"
X Link 2025-12-10T13:51Z XXX followers, XX engagements
"8/12 INFLUX : Strategic Expansions New capabilities coming up: RTD beverage line (10000 bottles/hr) Retort system for shelf-stable products High-capacity pet food line (1000 kg/hr) Sachet-card dose packaging four-track ALU blister Mgmt shared exports pilot for RTD to Caribbean markets"
X Link 2025-12-10T13:57Z XXX followers, XX engagements
"9/12 INFLUX : Working Capital Update Debtor days improved from XXX XXX days CCC improved to X days Mgmt explained delays linked to large client billing cycles. A key monitorable"
X Link 2025-12-10T14:00Z XXX followers, XX engagements