# ![@PULSEOFPROFIT10 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1935244178319097857.png) @PULSEOFPROFIT10 Pulse Of Profit

Pulse Of Profit posts on X about strong, business, india, core the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1935244178319097857/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935244178319097857/c:line/m:interactions.svg)

- [--] Week [------] +4,972%
- [--] Month [------] -59%
- [--] Months [-------] +2,582%

### Mentions: [--] [#](/creator/twitter::1935244178319097857/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935244178319097857/c:line/m:posts_active.svg)

- [--] Month [--] -82%
- [--] Months [---] +382%

### Followers: [-----] [#](/creator/twitter::1935244178319097857/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935244178319097857/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +7%
- [--] Months [-----] +2,282%

### CreatorRank: [-------] [#](/creator/twitter::1935244178319097857/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935244178319097857/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38.62% [countries](/list/countries)  13.79% [stocks](/list/stocks)  6.21% [automotive brands](/list/automotive-brands)  3.45% [currencies](/list/currencies)  2.07% [technology brands](/list/technology-brands)  2.07% [social networks](/list/social-networks)  0.69% [luxury brands](/list/luxury-brands)  0.69%

**Social topic influence**
[strong](/topic/strong) 15.17%, [business](/topic/business) 13.1%, [india](/topic/india) 11.72%, [core](/topic/core) #2712, [ai](/topic/ai) 6.21%, [ipo](/topic/ipo) 5.52%, [future](/topic/future) 5.52%, [debt](/topic/debt) #971, [products](/topic/products) 3.45%, [gold](/topic/gold) 3.45%

**Top accounts mentioned or mentioned by**
[@soicfinance](/creator/undefined) [@ishmohit1](/creator/undefined) [@tijori1](/creator/undefined) [@sharad9dubey](/creator/undefined) [@ionicwealth](/creator/undefined) [@vishankhadke](/creator/undefined) [@dynamicinvstr](/creator/undefined) [@peyushbansal](/creator/undefined) [@mrfinterest](/creator/undefined) [@zennivesh](/creator/undefined) [@kanodiaankit12](/creator/undefined) [@harshal2109](/creator/undefined) [@mrrchaudhary](/creator/undefined) [@ayushmarda07](/creator/undefined) [@eduinvestingin](/creator/undefined) [@equitybulls](/creator/undefined) [@smartradinga](/creator/undefined) [@unseenvalue](/creator/undefined) [@exploreinvestor](/creator/undefined) [@itstarh](/creator/undefined)

**Top assets mentioned**
[PepsiCo, Inc. (PEP)](/topic/$pep) [General Electric Company (GE)](/topic/$ge) [ServiceNow Inc (NOW)](/topic/servicenow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Why HEG Consistently performed well in last 4-5 quarters Margins 12% to 22%; PAT 2.5x in last one year [--] Reasons: - Graphite Electrode demand to jump as primarily used in Electric Arc Furnaces to produce Green Steel Products - High-tech / High Entry Barrier HEG was the last new entrant - No additional capacity announced by any other company in the western world. - Announced expansion of another [-----] tons to reach a capacity of [------] tons by end of [----] https://twitter.com/i/web/status/2021331767987404912 https://twitter.com/i/web/status/2021331767987404912"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021331767987404912)  2026-02-10T21:13Z [----] followers, [----] engagements


"The total outstanding loans prior to the Resolution plan was [------] cr which got reduced to [---] cr Cash credit and [--] cr Term Loan 🔽 The significant reduction in debt by way of payment/conversion into long dated securities substantially reduced servicing obligations of the company 📉 Consequently the total debt was reduced to Rs. [------] crore as on March [--] [----] and further to Rs. [------] crore as on March [--] [----] 🔻"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021942292500951206)  2026-02-12T13:39Z [----] followers, [----] engagements


"SEPC is rapidly strengthening its international EPC footprint with two large high-impact global projects that significantly enhance its scale and visibility 💪 At the same time it is strengthening its domestic presence in water 🌊 infrastructure 🏭 and metallurgical projects ⚒ while gradually entering new energy segments like biogas ☣ and hydrogen through partnerships and technology tie-ups 🤝 https://twitter.com/i/web/status/2021942447572680817 https://twitter.com/i/web/status/2021942447572680817"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021942447572680817)  2026-02-12T13:40Z [----] followers, [---] engagements


"Tilaknagar Industriess Big Bet: Imperial Blue Acquisition to Triple Revenues Tilaknagar Industries is set to acquire Pernod Ricards Imperial Blue business a move that could potentially triple its revenue to [----] crore. Post-merger the company will have a more balanced product mix (67% whisky 31% brandy) and expanded pan-India presence with southern markets still dominant but North and West catching up. The transaction expected to close by Q3 FY26 brings both opportunity and risk. Equity dilution and debt overhang remain key concerns. However the confidence of marquee investorswho have"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2005992338657796516)  2025-12-30T13:20Z [----] followers, [----] engagements


"Despite an increase in gold prices jewelry stocks have experienced a significant decline: [--]. PC Jeweller is down by 50%. [--]. Kalyan Jewellers is down by 54%. [--]. P.N. Gadgil is down by 40%. This downturn has led to a considerable reduction in business and customer traffic for many jewelers. https://twitter.com/i/web/status/2017093495094481209 https://twitter.com/i/web/status/2017093495094481209"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2017093495094481209)  2026-01-30T04:32Z [----] followers, [---] engagements


"How PhonePe made money in FY25"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2018909753674809802)  2026-02-04T04:49Z [----] followers, [---] engagements


"RATHI STEEL & POWER LTD 🚀💎 One of the most interesting smallcap steel turnaround stories right now ✅ Why RSPL looks promising: Company has successfully completed a major turnaround and is now Debt Free as of March [--] [----] Stock is trading at a Discount to asset value Strong technical advantage with its unique Direct Charging process (billets directly to rolling) saving energy costs and improving yield margins Operations are ramping up again with restarted TMT bar facility and management guiding for 20% CAGR revenue growth ahead Presence across [--] states with growing retail and infrastructure"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2019289451927859517)  2026-02-05T05:58Z [----] followers, [----] engagements


"PB Fintech clarifies on rumours; it cancelled QIP plans"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2019771003392381042)  2026-02-06T13:51Z [----] followers, [---] engagements


"BMW Ventures Transitioning from Pure Trading to High Value Fabricated Steel Growth 💰 Net Profit: [----] Cr 45% YoY  62% QoQ 📊 Revenue: 563+ Cr 16% YoY  12% QoQ ⚙ EBITDA: [----] Cr 1% YoY  9% QoQ 📈 FY26 Guidance Upgrade 2530% ➝ 3035% Bottom Line Growth https://twitter.com/i/web/status/2020755507586445619 https://twitter.com/i/web/status/2020755507586445619"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2020755507586445619)  2026-02-09T07:03Z [----] followers, 22K engagements


"Goldiam International - Look Beyond Headline Numbers Their strategy to do casting locally is wonderful to minimize tariff"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2020755531468833258)  2026-02-09T07:03Z [----] followers, [---] engagements


"Major Buyout Deals in India Sector focus continues to be technology and infrastructure"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021105303471915195)  2026-02-10T06:13Z [----] followers, [---] engagements


"🔋EXIDE INDUSTRIES 📉 Quarter Miss But Not Structural 3QFY26 Revenue Growth: 5% YoY Impacted by exports (-37% YoY) & weak telecom demand EBITDA Margin: 11.7% Stable cost controls worked ⚙ Adj. PAT: 2.6b Below estimate; one-time labour code expense included Domestic business (ex-telecom) still grew 10% YoY GST cut supported auto demand https://twitter.com/i/web/status/2021146326667284520 https://twitter.com/i/web/status/2021146326667284520"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021146326667284520)  2026-02-10T08:56Z [----] followers, [---] engagements


"Lumax Industries had an amazing Q3 FY26 🚀 Co hit record revenue of [----] crores up 18.7% YoY. EBITDA jumped 57.2% to [---] crores and PAT increased 39.1% to [--] crores"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021234270623212028)  2026-02-10T14:46Z [----] followers, [---] engagements


"Edelweiss Asset Management Business Guidance for FY26"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021276904851112018)  2026-02-10T17:35Z [----] followers, [---] engagements


"Kalyan Jewellers has flagged alleged market manipulation in its stock to SEBI and has sought temporary suspension from the F&O segment. Key points: Company claims unusual trading activity and sharp volatility Says derivatives trading may be amplifying price distortions Requests regulatory review to protect long-term shareholders https://twitter.com/i/web/status/2020768909629255735 https://twitter.com/i/web/status/2020768909629255735"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2020768909629255735)  2026-02-09T07:57Z [----] followers, [----] engagements


"Edelweiss Financial Services Ltd This quarter was less about noise and more about execution across businesses ⚙ For 9M FY26 consolidated PAT grew 45% YoY 📈 Not driven by one-offs. Core businesses did the heavy lifting 💪 Carlyle to invest [----] Cr in Nido Home Finance acquiring a 45% stake 🤝Primary capital + secondary buy General and Life Insurance both improved YoY 📉➡📊 EAAA (Alternatives arm) has filed DRHP for IPO 🚀 https://twitter.com/i/web/status/2021211321879150836 https://twitter.com/i/web/status/2021211321879150836"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021211321879150836)  2026-02-10T13:15Z [----] followers, [---] engagements


"Pace Digitek won INR [---] crore order for BESS to be executed in next [--] months"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021233621894299821)  2026-02-10T14:43Z [----] followers, [---] engagements


"Edelweiss Financial Services - Turnaround Bet Quick Highlights [--]. EAAA IPO [--]. Mutual Fund Stake Sale [--]. Housing Finance Stake Sale and Capital Raise [--]. Multiple Indicators of Turnaround"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021339377650307490)  2026-02-10T21:43Z [----] followers, [---] engagements


"EAAA IPO soon - expects SEBI approval"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021339381802672218)  2026-02-10T21:43Z [----] followers, [---] engagements


"Strategic investment by WestBridge in Mutual Fund Biz concluded in Dec-25"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021339386311520317)  2026-02-10T21:43Z [----] followers, [--] engagements


"Oberoi Realty Signing of Hotel Management Agreement Residences Branding and Marketing Agreement and other related agreements with AMAN GROUP SARL by I-Ven Realty Limited a joint venture of the Company"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021441783964762187)  2026-02-11T04:30Z [----] followers, [---] engagements


"Forgotten Favourites Two of the most underperforming sectors during the current bull market have been IT and FMCG both of which are largely ignored by the market. The reason: A slowdown in earnings growth for these two sectors and low visibility of earningsrecovery"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021450358116188410)  2026-02-11T05:04Z [----] followers, [---] engagements


"OpenAIs Crazy Sales Forecast"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021813742808560106)  2026-02-12T05:08Z [----] followers, [---] engagements


"Capital gains tax framework (FY25-26)"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021831876089200809)  2026-02-12T06:20Z [----] followers, [---] engagements


"🚨📡 INDIAS HIDDEN TELECOM INFRA STORY IS GETTING BIGGER 🚨 While everyone tracks tariffs the real value is getting built in backbone infrastructure. Meet SAR Televenture building Indias digital rails. [---] Cr South India expansion boosting presence across key high growth states Tikona Infinet acquisition making them among Indias largest enterprise broadband players with [---] lakh+ customers End to end stack from fiber lease lines VPNs to 4G and 5G infra and tower management Positioned to benefit from 5G rollout and enterprise digitization wave Real infrastructure. Real scale. Real compounding."  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022195375722168342)  2026-02-13T06:25Z [----] followers, [----] engagements


"Companies which may see selling pressure in coming days as lock in period about to end Some companies may come at mouth watering valuations"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022267613582430486)  2026-02-13T11:12Z [----] followers, [---] engagements


"Axiscades Technologies : 40% Core Growth [----] Cr Vision 🎯 Power [----] Vision Target: [----] crore revenue by FY30 Growth to be driven by: Organic scaling in core verticals Inorganic acquisitions (manufacturing-led) Facility-led capacity expansion Higher product mix A Thread 🧵"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022331381368627523)  2026-02-13T15:25Z [----] followers, [----] engagements


"Mahindra & Mahindra Ltd. When profit grows faster than revenue it signals ⚙ operating leverage fixed costs are being absorbed more efficiently. 📈 Revenue grew 26% YoY to [-----] crore while 📊 consolidated PAT rose 47% to [----] crore. This is margin-driven growth not just volume-led. 📌 Annualised ROE 20% confirms improving capital efficiency and stronger return profile. https://twitter.com/i/web/status/2021501033873023385 https://twitter.com/i/web/status/2021501033873023385"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021501033873023385)  2026-02-11T08:26Z [----] followers, [---] engagements


"Adani Group Enters Nuclear Energy Sector With New Subsidiary The SHANTI Act looks to revolutionise India's nuclear energy space by overhauling legacy laws and allowing private players to participate in power generation through atomic energy"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021938953776214295)  2026-02-12T13:26Z [----] followers, [---] engagements


"In Industrial EPC 🏭 the company has real depth: Steel plants sinter coke ovens mills material handling Mining ⛏ shaft sinking for gold coal copper uranium Power plants ⚡ thermal wind biomass Process plants🔋 cement coal handling cattle feed etc"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021941468450238873)  2026-02-12T13:36Z [----] followers, [---] engagements


"Nurture Well Industries delivers breakout FY26 momentum. (formerly Integrated Industries Limited) 9M FY26 snapshot Revenue [---] Cr 57% YoY EBITDA [--] Cr 93% YoY Net Profit [--] Cr 104% YoY Strong push into daily consumption bakery and biscuit categories backed by premium brand scale up and distribution expansion. FMCG turnaround stories with execution plus portfolio depth are starting to compound. https://twitter.com/i/web/status/2022178825589989388 https://twitter.com/i/web/status/2022178825589989388"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022178825589989388)  2026-02-13T05:19Z [----] followers, [----] engagements


"Sky Gold: [----] Guidance in the Skies Backed by Scale & Margin Expansion 🚀 From [----] cr revenue in FY23 To [----] cr in FY25 Now guiding: 🔹 FY26/27 Revenue: [--------] cr 🔹 FY30 Revenue Target: [----------] cr 🔹 FY30 PAT Target: [---] cr 🔹 ROCE: 27%+ 🔹 PAT Margin: 5.25% Thats scale + margin expansion. Whats driving it Strong acquisition-led portfolio expansion Shift to higher design complexity & value-added jewellery Advance gold share rising to 20% of volumes by FY30 Export mix improvement Better working capital cycle From light-weight jewellery dominance to a margin-led global player Sky Golds"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022203572000370703)  2026-02-13T06:57Z [----] followers, [---] engagements


"Kalyan Jewellers Promoter on Buying Spree The Only Jewellery Stock Which Has Done Well In The Whole Bull Run of Jewellery Sector"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022330102777028613)  2026-02-13T15:20Z [----] followers, [---] engagements


"📈 Revenue Growth Guidance ✅ Core Business Growth FY26: 40%+ core growth (confirmed) FY27: 40%+ core growth (reaffirmed) FY28: 70% core growth (facility-dependent but management confident) ✅ Consolidated Revenue Targets FY26 core revenue: 1000+ crore (vs [---] crore last year) FY27: Strong visibility backed by order book FY28: Acceleration from facility ramp-up 📊 EPS Guidance FY26 EPS expected: [----] FY27: 4050% growth over FY26 Management expects 45%+ EPS CAGR near term 📊 EBITDA Guidance FY27 EBITDA growth target: 4050% FY27 EBITDA margin aspiration: 20% Long-term (post product flip): 25%"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022331384329859327)  2026-02-13T15:25Z [----] followers, [--] engagements


"📦 Order Book & Pipeline Visibility 📌 Forecast Visibility [----] crore (execution visibility) 📌 Qualified Pipeline [-----] crore (4-year pipeline) Includes: Submitted bids Long-term OEM discussions Foreign OEM partnerships 📌 Conversion Ratios OEM: High (relationship-based) DRDO: 50% Overall: 5060%"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022331398099783789)  2026-02-13T15:25Z [----] followers, [--] engagements


"🔧 EISAI Scaling Opportunity Current EBITDA margin: 26.5% Pilot projects (USD [--] mn) Potential 50x100x scale-up after certification Meaningful impact expected from FY28"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022331400385634329)  2026-02-13T15:25Z [----] followers, [--] engagements


"Flipkart plans to enter Food Delivery Biz"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022375996251644251)  2026-02-13T18:23Z [----] followers, [--] engagements


"Foolish to think large enterprises will dump legacy IT systems overnight to use AI: Former Infosys CFO Mohandas Pai AI adoption will be hit by the hidden cost and legacy hurdles in large enterprises https://www.moneycontrol.com/technology/foolish-to-think-large-enterprises-will-dump-legacy-it-systems-overnight-to-use-ai-former-infosys-cfo-mohandas-pai-article-13827650.html https://www.moneycontrol.com/technology/foolish-to-think-large-enterprises-will-dump-legacy-it-systems-overnight-to-use-ai-former-infosys-cfo-mohandas-pai-article-13827650.html"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022379300964700304)  2026-02-13T18:36Z [----] followers, [---] engagements


"OneSource-Hikma partnership secures approval to commercialise generic version of Ozempic in Saudi Arabia"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021439111723352467)  2026-02-11T04:20Z [----] followers, [---] engagements


"Kiri Industries No Special Dividend Only Special New Business Foray Kiri Industries - Diworsification Dyes company getting into two completely unrelated and inexperienced segment Copper & Fertilizer https://t.co/Jl3OcZDHXl Kiri Industries - Diworsification Dyes company getting into two completely unrelated and inexperienced segment Copper & Fertilizer https://t.co/Jl3OcZDHXl"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021502041860997337)  2026-02-11T08:30Z [----] followers, [---] engagements


"Advait Energy Transitions Limited Advait is evolving from a niche transmission product company into an execution-led energy transition platform⚡🔋 https://twitter.com/i/web/status/2021590278642258164 https://twitter.com/i/web/status/2021590278642258164"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021590278642258164)  2026-02-11T14:20Z [----] followers, [---] engagements


"What's Fundamentally Driving Lenskarts Growth Growth Flywheel driven by its AI-first tech stack + scale + data 326cr profit (vs 137cr) 32% unit growth 60% eye test growth 28% SSSG 14.8M eye tests 100K+ face scans/day 2000+ stores Remote optometry + face-scan AI + deep data science More eye tests more data better predictions TAM expansion. Not just retail. A compounding data engine at scale. Explains @peyushbansal Via @Tijori1 https://twitter.com/i/web/status/2021852732383277511 https://twitter.com/i/web/status/2021852732383277511"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021852732383277511)  2026-02-12T07:43Z [----] followers, [---] engagements


"Sky Gold & Diamonds✨💎 The company is entering its Sky Gold [---] phase 🚀 shifting from pure scale to growth backed by internal cash generation💵 https://twitter.com/i/web/status/2021870472389177656 https://twitter.com/i/web/status/2021870472389177656"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021870472389177656)  2026-02-12T08:54Z [----] followers, [---] engagements


"Bajaj Finance Ltd. How Bajaj Finance is banking on untapped credit opportunities because of AI 🤖📊AI is now driving real business impact. 📞2 Cr calls analysed [--] lakh new offers generated 💰1600 Cr disbursals via AI call centres (10% of Q3) 📈325 Cr incremental volumes from call-derived insights https://twitter.com/i/web/status/2021927879244927440 https://twitter.com/i/web/status/2021927879244927440"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021927879244927440)  2026-02-12T12:42Z [----] followers, [---] engagements


"The Water Division: A Major Growth Engine 🌊 🟢Completed Projects: Over [-----] crore in total water/sewerage infrastructure delivered to date 🌏Global Footprint: Projects span from India (Tamil Nadu Gujarat Bihar) to international markets like Basra Iraq Innovation: Using imported resins for non-disruptive "pipe-within-a-pipe" restoration saving costs and time Executed projects for: Tamil Nadu Chennai Metro Water Kerala Gujarat UP Jal Nigam etc. Includes drinking water sewerage and rehabilitation projects (pipe relining using imported resins).The Water Division: A Major Growth Engine 🌊"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021941167206936862)  2026-02-12T13:35Z [----] followers, [----] engagements


"Interesting names in TCC Concept General Electric Norwest Pidilite Ventures name appears in TCC Concept They acquired shares via preferential issue priced at [---] per share CMP [---] per share"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2006324804358693255)  2025-12-31T11:21Z [----] followers, [---] engagements


"Ecos (India) Mobility & Hospitality Limited Unorganized-to-organized transition market With GCC expansion (1580 [----] by 2030) corporate travel normalization and airport connectivity improving ECOS is structurally positioned in a 1214% CAGR industry🌍📈 https://twitter.com/i/web/status/2021601890275106996 https://twitter.com/i/web/status/2021601890275106996"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021601890275106996)  2026-02-11T15:07Z [----] followers, [---] engagements


"SEPC presents a strong long-term investment case built on experience scale and a cleaner balance sheet. With over two decades in EPC execution across water infrastructure mining power and steel the company combines technical capability with a growing order book of over [----] crore and a robust bidding pipeline. At the same time a sharper financial structure lower debt and fresh equity support has improved stability and execution strength. Backed by core sector opportunities in infrastructure and energy and a focused leadership team SEPC is now positioned as a high-potential long-term"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021942603294683223)  2026-02-12T13:40Z [----] followers, [----] engagements


"Stallion India's Rajasthan R-32 plant isnt just a capacity addition its a turning point that's changing the company's trajectory structurally Under RIPS [----] the project gets: ⚡ 100% Electricity Duty exemption (7 yrs) 💰 75% SGST & stamp duty benefits 👷 50% EPF/ESI reimbursement Impact 📈 Faster ROI 🏭 Dual-category eligibility (Manufacturing + Start-up) 🚀 Supports 3035% revenue CAGR Incentives + import substitution = long-term shareholder value. https://twitter.com/i/web/status/2021542058641768453 https://twitter.com/i/web/status/2021542058641768453"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2021542058641768453)  2026-02-11T11:09Z [----] followers, [----] engagements


"Suba Hotels onboarded [--] hotels post IPO and another [--] hotels in pipeline Huge runway for growth for the company"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022171933899661638)  2026-02-13T04:52Z [----] followers, [----] engagements


"India is the fastest-growing economy; Not just on an aggregate basis but also on per capita basis"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1942219628341858621)  2025-07-07T13:50Z [----] followers, [--] engagements


"The Biggest Problem in Vedanta is Hindustan Zinc's Sovereign Call Option which was triggered since HZL could not build Smetler Now [--]. GOI can buy entire 65% stake of HZL from VEDL at 50% discount to market price [--]. GOI can sell entire 29% stake to VEDL at 50% pemium #Vedanta"  
[X Link](https://x.com/anyuser/status/1942856188322058605)  2025-07-09T07:59Z [----] followers, [----] engagements


"IPL After Online Gaming Ban 🚨 Parliament clears the Promotion & Regulation of Online Gaming Bill [----]. 💥 Money-based fantasy apps (Dream11 My11Circle MPL) are banned. This wipes out one of IPLs biggest revenue pillars almost overnight. 🧵👇"  
[X Link](https://x.com/anyuser/status/1958524112747340124)  2025-08-21T13:38Z [----] followers, [---] engagements


"SEBI releases orders on two listed companies today Man Industries - Fund Diversion Starlog Enterprises - LODR Non-Compliance"  
[X Link](https://x.com/anyuser/status/1972675849578024993)  2025-09-29T14:52Z [----] followers, [---] engagements


"🔋 Bondada Engineering's Vision 2030: Renewable Energy Growth 🌱 [---] MW commissioned in FY25 targeting [--] GW in Solar EPC by [----]. BESS (Battery Energy Storage) targets [--] GWh by [----] with significant investments in TNGECL. Solar IPP plans to unlock [--] GW with the AP government. Key achievements: 💥 96% Revenue Growth 💥 149% PAT Growth 💥 Expanded into new segments like Defense Data Centers and BESS. Bondadas strategic focus is paving the way for a sustainable future 🌍. #RenewableEnergy #SolarPower #BESS #Vision2030"  
[X Link](https://x.com/anyuser/status/1975554801694912626)  2025-10-07T13:32Z [----] followers, [---] engagements


"Indias Financial Ecosystem is Entering a Golden Decade From retail participation to digital-led inclusion every sub-segment of Indias financial services industry is expanding at record speed. Lets look at [--] key verticals driving the momentum 👇"  
[X Link](https://x.com/anyuser/status/1979081901903151144)  2025-10-17T07:07Z [----] followers, [---] engagements


"How much margin does [---] ONE WAM make on the Distribution of Financial Products Lets break it down 🧵👇 🎯 Mutual Fund Distribution 📌 Retention: [----] bps 📌 Good mix of equity fixed income & hybrid 🎯 AIFs & PMS 📌 Retention: [----] bps 🎯 Managed Accounts 📌 Core retention: [----] bps 📌 Can go up to [---] bps with carry 🔑 Blended margins across segments remain robust with no structural decline only cyclical carry-driven variation. These margins straightforwardly goes into company's bottom line"  
[X Link](https://x.com/anyuser/status/1982765051460161740)  2025-10-27T11:03Z [----] followers, [---] engagements


"Indias top IT services firms are not just vendors theyre deeply embedded in global tech ecosystems 👇 From AWS Azure & GCP to SAP Salesforce Snowflake and ServiceNow: Most Tier-1 IT players hold Premier / Elite / Platinum partner status Enables early access to platforms co-innovation & large deal wins Acts as a competitive moat as GenAI cloud & data-led deals scale The real differentiation in Indian IT is no longer just cost its partner depth + execution capability. 📊 Source: Company data MOFSL https://twitter.com/i/web/status/2019996184086274189"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2019996184086274189)  2026-02-07T04:46Z [----] followers, [---] engagements


"IGPL Indias largest PAN manufacturer (50% market share); #2 globally🌏 🏗Asia-Pacific consumption strength infrastructure push paints PVC and construction-led applications. Exports 15% of Q3 revenue. https://twitter.com/i/web/status/2022213422033858730 https://twitter.com/i/web/status/2022213422033858730"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022213422033858730)  2026-02-13T07:37Z [----] followers, [---] engagements


"Chamanlal Setia Exports Ltd. CLSEL is emerging as a margin-stable export-focused basmati player 🌾 with improving operating leverage 📈 and prudent balance sheet management 💪 The Q3 breakout 🚀 suggests earnings recovery may be underway. If volume and pricing sustain 📊 ROCE trajectory could move toward 1820% over the medium term 📈 https://twitter.com/i/web/status/2022221987578622270 https://twitter.com/i/web/status/2022221987578622270"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022221987578622270)  2026-02-13T08:11Z [----] followers, [---] engagements


"REIT Plan for Public Sector Asset Monetization may unlock more value and free up non core assets"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022235967525175340)  2026-02-13T09:06Z [----] followers, [---] engagements


"Muthoot Finance Key Reasons Behind the Fall 📉 [--] Profit Booking Strong recent rally led to post-result selling pressure. [--] Rich Valuations 📊 High multiples had already priced in strong growth limiting upside surprise. [--] AUM Miss Standalone AUM growth came slightly below street expectations. [--] NIM Pressure 💰 Sequential dip in core margins raised earnings concerns. The analysis presented was balanced and market-aware. Rather than reacting emotionally to price movement the speaker @Sharad9Dubey correctly broke down the fall into: Valuation overhang Margin sensitivity Street expectations"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022261975666098652)  2026-02-13T10:50Z [----] followers, [---] engagements


"🔄 Divestment Trigger Non-core business divestment targeted by FY26 end 30% headcount in non-core Expected to improve: Margins Capital allocation EPS growth Valuation multiple"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022331404936474886)  2026-02-13T15:25Z [----] followers, [--] engagements


"🚀 Summary: Key Future Growth Triggers [--]. 4050% EPS growth guidance sustained [--]. 40%+ core revenue growth visibility FY26 & FY27 [--]. Product mix flip by FY27 [--]. Missile & radar facilities coming online [--]. [-----] crore qualified pipeline [--]. OEM offset partnerships [--]. EISAI scale-up potential [--]. Non-core divestment [--]. Defense margin normalization to 35% [--]. [----] crore Power [----] target https://twitter.com/i/web/status/2022331407452999732 https://twitter.com/i/web/status/2022331407452999732"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022331407452999732)  2026-02-13T15:25Z [----] followers, [---] engagements


"Solar Pump Stocks Hitting Hard Delay in Kusum [---] Delay in Release of Funds Leading to major in Solar Pump Stocks"  
[X Link](https://x.com/PULSEOFPROFIT10/status/2022406442582716800)  2026-02-13T20:24Z [----] followers, [---] engagements


"PG Electroplast (PGEL) : Latest Management Commentary Expecting Inventory normalisation by Mid November"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1973664515700170781)  2025-10-02T08:21Z [----] followers, [---] engagements


"A listed entity named Grand Hotels says its peer comparison with the recently listed entity Suba Hotels is misleading #SubaHotels"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1975571912823873933)  2025-10-07T14:40Z [----] followers, [----] engagements


"🧵 Consumer Sector Earnings Preview - 2QFY26 📊 1/ GST Transition Impact: September saw GST transition disruption affecting sales growth by 300-400bps. Key players like Dabur and Varun Beverages faced a slowdown while Marico and Bikaji outperformed with strong growth. 🚀 2/ Volume Growth Trends: HUL and Dabur experienced stable volume growth of +2% and +7% YoY. Marico surged by +30.1% thanks to Parachute and Saffola. Varun Beverages saw volume decline due to adverse monsoon especially in Juices. 🌧 3/ Pricing & Margin Outlook: Marico maintained high single-digit pricing growth while HUL and"  
[X Link](https://x.com/anyuser/status/1975831656041767269)  2025-10-08T07:52Z [----] followers, [---] engagements


"@MrFinterest Maal Paani ka Chakkar Babu Bhaiyaaa"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1976759606379483397)  2025-10-10T21:19Z [----] followers, [----] engagements


"Finally Kernex Microsystems got approval for Kavach [---] while the company says the overall order book is close to INR [----] crores But here is the important thing to know - execution of the tenders remains the most important thing to track their biggest Kavach [---] order of INR [----] crore needs to be executed by Dec-25. FY25 Revenue was around INR [---] crore Execution and ramp up of the facility is important to watchout; may be company may release more details on it"  
[X Link](https://x.com/anyuser/status/1978060611486662862)  2025-10-14T11:29Z [----] followers, 24.4K engagements


"🚨 Policy Boost for Borosil Renewables Starting Nov [--] [----] India mandates prior registration of solar glass imports under REEIMS. Goal ✅ Track critical imports ✅ Strengthen local supply chains ✅ Support renewable sector growth 📌 A positive structural move for Indias only solar glass manufacturer"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1978088962150314294)  2025-10-14T13:22Z [----] followers, [----] engagements


"LEEL Electricals - A Turnaround Microcap LEEL is no longer the old company it is a restructured strategically realigned industrial player With a strong Q1 start high-margin integrated model and clean balance sheet it is: ✅ Well-placed to win large HVAC orders ✅ Operating in a high-barrier high-value segment ✅ On track to scale profitably from FY26 onward Turnaround Through Strategic Restructuring LEEL has completed a major corporate revival through the successful resolution of insolvency under the IBC. As of 1st July [----] a new promoter group and board have taken charge with complete change"  
[X Link](https://x.com/anyuser/status/1980864672829174050)  2025-10-22T05:11Z [----] followers, [---] engagements


"💥 Big Buzz in Banking Space 💥 Aditya Kumar Halwasiya has bought a significant stake in South Indian Bank (SIB) on Diwali 🪔 The bank currently has no defined promoter group and this accumulation could well mark the emergence of a new strategic/promoter-level investor. Lulu Owner & NRI Billionaire Yussuf Ali already has an over 4% stake in SIB. Adding to the excitement grapevine suggests a large Institution may also look at a strategic entry into South Indian Bank similar to RBL Bank. With steady improvement in performance a sharp digital turnaround and renewed investor interest South Indian"  
[X Link](https://x.com/anyuser/status/1980887190621327730)  2025-10-22T06:41Z [----] followers, [---] engagements


"Pondy Oxides: Building Indias Most Profitable Circular Economy Platform Building a High-Margin Multi-Metal Circular Economy Platform ✅ Strongest Ever Quarter Q2FY26 Revenue: [---] Cr +11% YoY Q2 EBITDA: [--] Cr +84% YoY Q2 PAT: [--] Cr +105% YoY EBITDA margin now consistently 8% Balance Sheet: Net Cash [--] Cr ⚙ Lead Business Foundation of Profitability H1 Volume: [-----] MT Target FY26: [------] MT 70%+ Value-Added Mix (VAP) maintained EBITDA/t: [-----] (Q2) +62% YoY Gross margin sustained at 1214% TKD Phase-2 commissioning in H2 to drive ramp-up 🔋 Copper Big Growth Optionality FY26 Revenue Target: 400"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1980989332396662985)  2025-10-22T13:27Z [----] followers, [---] engagements


"🚀 Eternals Big Bet: Blinkit is the Growth Engine Not the Profit Center (Yet) Heres what the management said in their Q2FY26 call and what it really means for the future 👇"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1981283715285471741)  2025-10-23T08:57Z [----] followers, [---] engagements


"2 Marketing spends are shooting up but for a reason Management said As long as CAC and LTV stay healthy well keep spending more. Translation: theyll spend heavily if customers are worth the money. Blinkits marketing budget jumped 4x YoY and 40% QoQ mostly to bring in new users"  
[X Link](https://x.com/anyuser/status/1981283720901644708)  2025-10-23T08:57Z [----] followers, [--] engagements


"6 District & Bistro are side bets for the future 🎭 The District (going-out/events) business is growing 30% YoY but still losing [----] crore a quarter expected to improve next year. 🍔 Bistro their 10-min food delivery is still small but taking shape. Eternal is clearly experimenting to build the next big thing"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1981283732914061359)  2025-10-23T08:57Z [----] followers, [--] engagements


"Utkarsh Small Finance - At the bottom of the cycle Saw interest from multiple investors in the right issue Cohesion MK Best Ideas Sub-Trust India Capital Fund Ltd (Mauritius) Kotak Mahindra Life Insurance ICICI Prudential Life Insurance Massachusetts Institute of Technology (MIT) Singularity Holdings WhiteOak Capital HDFC Life Insurance Singularity Equity Fund"  
[X Link](https://x.com/anyuser/status/1981664995575222406)  2025-10-24T10:12Z [----] followers, [---] engagements


"🏨 ITC Hotels: Poised for the Next Phase of Growth ITC Hotels continues to expand its footprint across India combining premiumization sustainability and capital-efficient growth. 🌟 Future Outlook Highlights Target: 220+ hotels and 20000+ keys by [----] Managed portfolio: To account for nearly two-thirds of total keys Strong pipeline: [--] hotels (5900 keys) with [--] opening every month over the next [--] months Expansion focus: Tier [--] & [--] cities spiritual destinations and high-growth business hubs New brand Epiq Collection to accelerate premium segment growth adding [----] keys in the medium term"  
[X Link](https://x.com/anyuser/status/1981672231303250168)  2025-10-24T10:40Z [----] followers, [----] engagements


"PEB Leaders Compared: Pennar Dominates Capacity Yet My Pick is Poised for Faster Growth 💡"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1981707025110491202)  2025-10-24T12:59Z [----] followers, [---] engagements


"Why does M & B Engineering Ltd (MBEL) appear as a mispriced highgrowth opportunity A Thread 🧵 Also thanks to amazing team of @ZenNivesh @kanodiaankit12 @Harshal2109 whose case studies of mispriced/ hidden gem stock case studies helped me finding this and I myself ended up making the one and money too"  
[X Link](https://x.com/anyuser/status/1982001435383332926)  2025-10-25T08:29Z [----] followers, [----] engagements


"Reliance Intelligence Launches Reliance Enterprise Intelligence in India REIL to operate as a joint venture under the revised agreement with Meta Platforms REIL will focus on developing marketing and distributing enterprise AI solutions Ownership structure: Reliance Intelligence 70% Metas Facebook 30% Both Reliance Intelligence and Facebook have committed an initial investment of [---] crore"  
[X Link](https://x.com/anyuser/status/1982017538855719324)  2025-10-25T09:33Z [----] followers, [---] engagements


"Sadhna Nitro - Stock Down 95% Promoter sold big stake Fire Accident Delay in Debt Operationally expansion didn't work well But something is about to change probably case of turnaround 🧵"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982412096915808680)  2025-10-26T11:40Z [----] followers, [---] engagements


"Indias maritime & shipbuilding sector is entering hyperdrive 🌊 From dredging to inland waterways a silent transformation is underway: 🚢 [---] MCM dredged annually 🚤 1350+ vessels built domestically 📈 $1.12B shipbuilding market (2024) 💰 [-----] Cr dredging market 🛳 2.8B Maritime India Vision [----] Private players green tugs and defense orders are fuelling the growth engine. India isnt just sailing its steering towards becoming a global marine powerhouse. Knowledge Marine is the best proxy to play this theme identified very very early by @MrRChaudhary Kudos to him #BlueEconomy #Shipbuilding"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982679979256164839)  2025-10-27T05:25Z [----] followers, [---] engagements


"How a Battery Energy Storage System (BESS) Works Converting Storing and Delivering Power Efficiently"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982691909127835689)  2025-10-27T06:12Z [----] followers, [---] engagements


"Top Listing Venues by Fundraising Volume"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982708762462109838)  2025-10-27T07:19Z [----] followers, [---] engagements


"How does a BESS work ⚡🔋 @soicfinance @ishmohit1 A quick breakdown of how energy is stored & released using a Battery Energy Storage System: [--] Cells Convert electrical chemical energy [--] Modules Sets of cells [--] Racks Sets of modules [--] Container Houses racks + safety/management tech [--] Auxiliary Systems Cooling control safety [--] Inverter DC AC [--] Transformer Boost voltage to grid level [--] Island Unit of complete BESS system [--] Substation Feeds power into the grid At utility scale BESS plants range from [--] MW/10 MWh to [---] MW/800 MWh. The longer the discharge duration the higher the capacity. Indias"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982713414741823695)  2025-10-27T07:38Z [----] followers, 12.7K engagements


"The company has nearly [--] quarters of revenue visibility which is healthy for a defence manufacturer. Zen Technologies closed Q2FY26 with an order book of [---] Cr maintaining strong revenue visibility even after executing significant projects. Short-term dip is procedural; long-term demand remains intact"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982714306513756360)  2025-10-27T07:41Z [----] followers, [---] engagements


"AI Value Chain from @ayushmarda07 one of most hidden account putting lot of insights with lot of hard work"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982732036549816733)  2025-10-27T08:52Z [----] followers, [---] engagements


"OLA Electric Automotive Business Set for Free Cash Flow Positivity with Focus on R&D-Led Growth & EV Acceleration Via @soicfinance"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982734330192646527)  2025-10-27T09:01Z [----] followers, [---] engagements


"Piyush Bansal on LensKart IPO"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982734869542436960)  2025-10-27T09:03Z [----] followers, [---] engagements


"🏗 Supreme Industries: Building a Sustainable Growth Story Across India @eduinvestingin @equitybulls @SmarTradingA With [--] manufacturing units across [--] states and [--] UTs Supreme Industries continues to reinforce its leadership in Indias plastic products segment - from pipes to packaging and consumer goods. 📊 H1 FY26 Highlights Sales Volume: [----] lakh MT 8% YoY Revenue: [----] crore 2% YoY EBITDA: [---] crore 13% YoY Net Profit: [---] crore 19% YoY Net Cash Surplus: [--] crore (as of Sep 2025) 🏭 Operational Strength [--] state-of-the-art manufacturing facilities and [--] depots 6400+ distributors and 54"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982757410595918065)  2025-10-27T10:32Z [----] followers, [---] engagements


"Ola Electric ⚠ @unseenvalue Just months before IPO Ola Electric is raising [----] Cr via QIP/private placement. That too below IPO valuation. A classic red flag: Misjudged funding needs Overpromised growth Tough market realities"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982772931186106423)  2025-10-27T11:34Z [----] followers, [----] engagements


"Key Takeaways @exploreinvestor Strong Revenue Visibility: [---] billion backlog equals nearly [--] FY25 revenue giving multi-year earnings visibility. Healthy Replacement Rate: Even though [--] billion was executed/consumed new orders worth [--] billion replenished part of it showing continued business wins. EV Dominance: With 70% of the order book in EV Sona Comstar is positioned as a leading EV-focused auto component player globally. Railway Entry Strengthens Diversification: The [--] billion railway order book offers steady short-cycle revenue balancing the longer-term automotive programs. ✅ In"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982784119655321608)  2025-10-27T12:19Z [----] followers, [---] engagements


"💸 The AI Arms Race Just Got Real Amazon Microsoft Alphabet & Meta are on track to spend over $100B in Capex in Q3 alone - a record for Big Tech. Thats more than the GDP of 100+ countries- all poured into AI infrastructure data centers & chips. Capex = future AI power. Those who build fastest win longest. Great chart by @itsTarH ⚡ Source: Bloomberg https://twitter.com/i/web/status/1982784916732379203 https://twitter.com/i/web/status/1982784916732379203"  
[X Link](https://x.com/anyuser/status/1982784916732379203)  2025-10-27T12:22Z [----] followers, [---] engagements


"Brilliant visual shared by @ionicwealth 👏 India is emerging as a global AI infrastructure hub Data center setup cost: $7/W (2nd lowest globally) Power cost: 20% cheaper than the US Lower land labour & electricity costs are turning India into the backbone of the worlds digital economy"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982786998822740143)  2025-10-27T12:30Z [----] followers, [---] engagements


"RBL Bank x Zerodha 🤔 RBL denied the news about onboarding Zerodhas 160M clientsbut the idea isnt far-fetched. For banks like RBL a fintech tie-up or monetization of partnerships could be a game-changer. 📈 Growth-starved mid-sized banks could thrive on digital distribution"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982809204340424706)  2025-10-27T13:58Z [----] followers, [---] engagements


"Lenskart done secondary stake stale transactions at [--] per share to multiple investors while they allotted shares to Damani Family Office at [---] per share price IPO priced at [---] per share at [---] PE Crazy Valuations"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1982811834768925001)  2025-10-27T14:09Z [----] followers, [----] engagements


"🧵 CarTrade Techs Most Profitable Quarter Yet - The Digital Auto Ecosystem Story 🚗📈"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1983059462639239565)  2025-10-28T06:33Z [----] followers, [---] engagements


"Takeways CarTrades turnaround post-OLX acquisition shows how synergy + scale can deliver operational excellence. Its ecosystem play across B2C B2B and classifieds gives it resilience against cyclicality in auto demand. A strong case of digital consolidation leading to profitable compounding"  
[X Link](https://x.com/anyuser/status/1983059484839694356)  2025-10-28T06:33Z [----] followers, [---] engagements


"A divided US market: tech companies with no revenues or profits are flying as are the Mag-7. The rest are left in the shade"  
[X Link](https://x.com/anyuser/status/1983389333051847037)  2025-10-29T04:24Z [----] followers, [--] engagements


"BMW Ventures: From Steel Trader to Value-Added Manufacturer Driving High-Margin Growth Company is rapidly expanding into value -added PEB products already announcing two major PEB orders worth [----] Cr and [----] Cr - both carrying strong growth margins and high business traction. The company is also strategically utilizing funds to repay debt strengthening its balance sheet while scaling operations in high-margin engineering segments. #BMWVentures #PEB #Steel #Infra #Growth"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1983430446630281548)  2025-10-29T07:07Z [----] followers, [---] engagements


"Varun Beverages is brewing new growth In its latest investor update VBL (a PepsiCo franchisee) unveiled bold strategic moves Entering an exclusive distribution partnership with Carlsberg Breweries to test-market beer across African territories. Expanding its scope to include Ready-To-Drink & Alcoholic Beverages - from beer to whisky & gin. #VarunBeverages #PepsiCo #Carlsberg #RTD #Africa #BeverageIndustry #IndiaBusiness #GrowthStrategy"  
[X Link](https://x.com/anyuser/status/1983439362311250217)  2025-10-29T07:42Z [----] followers, [----] engagements


"LENSKART IPO INSIGHT: Compared to [--] global peers Lenskart has the lowest EBITDA margin at 9.5% but trades at the highest P/E of 543.2x and Mkt Cap/Sales of 10.5x indicating stretched valuations. While listing gains may remain muted the business model is strong and supported by a large underpenetrated [-----] Bn eyeglasses market offering long-term growth potential for organized players"  
[X Link](https://x.com/anyuser/status/1983450224942318030)  2025-10-29T08:25Z [----] followers, [---] engagements


"Lenskarts [----] Cr IPO is valuing it at $7B - nearly of Indias entire eyewear market 🤯 8x jump in valuation in [--] months. FY25 profit [---] Cr - but [---] Cr is accounting gains not sales. Great brand solid growth. But at this price its hype over vision. 👓 #LenskartIPO"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1983775989931897298)  2025-10-30T06:00Z [----] followers, [----] engagements


"Indias aerospace manufacturing ecosystem is quietly taking flight ✈ From global OEM partnerships to world-class R&D these Indian companies are making parts for Airbus Boeing Rolls-Royce & more. Heres a snapshot of key players and their roles in building Indias aerospace supply chain: 🔧 Actuation systems 🛩 Engine parts 🛰 Avionics ⚙ BLDC motors 🔩 Precision machining Names like Sansera HAL TASL BEL and L&T are leading the charge - some already Tier-1 certified others scaling with global partners. India is not just buying jets anymore. Its building them"  
[X Link](https://x.com/anyuser/status/1983846589769601052)  2025-10-30T10:40Z [----] followers, [----] engagements


"TD Power is on 🔥 @soicfinance @ishmohit1 Q2 FY26 performance left no doubts: 💸 PAT: [----] Cr +46% YoY +20% QoQ ⚙ EBITDA: [----] Cr +49% YoY +15% QoQ But heres the kicker Guidance for FY26 revenue raised from [----] Cr to [----] Cr in just one quarter. 🤯 If they deliver: 💥 PAT can cross [---] Cr 📈 Major drivers: export momentum hydro refurb tenders new plant readiness and energy transition tailwinds Slides [----] of their investor presentation = must read 🔍"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1983915782758375623)  2025-10-30T15:15Z [----] followers, [----] engagements


"Growws [-----] crore valuation turns early investors into multi-bagger winners @moneycontrolcom"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1983916281708347433)  2025-10-30T15:17Z [----] followers, [---] engagements


"⚡ Solar majors Premier Energies & Waaree Energies push deeper into full-stack integration. Premier expands into inverters BESS transformers via Transcon & KSolare buys with allied segments to form 25% of future group revenue. @ishmohit1 @soicfinance"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1983918152309182855)  2025-10-30T15:25Z [----] followers, [---] engagements


"NAVIN FLUORINE: STOCK UP 13% AFTER MANAGEMENT RAISES FY26 EBITDA MARGIN GUIDANCE TO 28-30% Management upgraded EBITDA margin guidance from 25% earlier citing strong demand and operational leverage benefits. Around 8090% of the margin expansion is driven by volume growth and efficiency gains across divisions"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984169116790616396)  2025-10-31T08:02Z [----] followers, [---] engagements


"#PortfolioStrategy: A Guiding Point for Multi-Asset Allocation from @capitalmind_in @CapitalmindMF @deepakshenoy brilliantly explains what could be the strategy for each asset class Key Takeaway: Structure your portfolio using an overall equity + debt framework. Use non-equity assets primarily for diversification emotional stability and market timing plays keeping allocation proportionate to risk. Equities (Indian/Domestic): While Indian stocks have been ordinary lately equities are still favored for the long term. Historically gold only beats the Nifty about 30% of the time over 10-year"  
[X Link](https://x.com/anyuser/status/1984219173937906067)  2025-10-31T11:21Z [----] followers, 12.1K engagements


"Extremely in-depth research of the @soicfinance team is paying off PEB Alcohol Power Ancilliaries Gold NBFCs All themes identified by @ishmohit1 @soicfinance @ResearchSOIC"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984219923724620144)  2025-10-31T11:24Z [----] followers, 17.6K engagements


"Northern Arc : Business Model Financing the Credit Needs of Indias Underserved Households & Businesses"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984229023984365927)  2025-10-31T12:00Z [----] followers, [----] engagements


"📈 Prime Cable Industries Delivers Strong H1 FY26 ✅ Revenue: [----] Lakhs (+62% YoY) ✅ EBITDA: [---] Lakhs (+84% YoY) ✅ PAT: [---] Lakhs (+123% YoY) ✅ PAT Margin: 6.04% (+166 bps) ⚙ Growth powered by PSU & industrial demand 🧩 EBITDA margin expanded to 10.7% 🚀 Next leg of growth Entering Medium Voltage Cable segment Prime is quietly building a full-spectrum cable portfolio"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984242925518434810)  2025-10-31T12:55Z [----] followers, [---] engagements


"🚫 No rush for new NFOs says Nippon AMC. Why 🔹 Mega NFOs = short-term AUM kick 🔹 But most money just shifts between AMCs/schemes 🔹 Not sticky. Not scalable. Not long-term. 🔹 NFOs distract the team from core strategy ✅ Focus: scale existing funds with strong track record 📈 Strategy: sustainable AUM growth not flashy flows"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984516009366073592)  2025-11-01T07:01Z [----] followers, [----] engagements


"This is the most interesting Pre pre-built scan from @stockscansin Driving Deleverage - Companies doing deleverage after Capacity Expansion could be a perfect framework for hidden multibagger ideas @soicfinance @ishmohit1 @AMIT55B"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984519857036316898)  2025-11-01T07:16Z [----] followers, [----] engagements


"Interesting @IshanTanna1 PepsiCo does a rebrand after [--] years - new logo new tag line. What do you think https://t.co/l6M27VboqF PepsiCo does a rebrand after [--] years - new logo new tag line. What do you think https://t.co/l6M27VboqF"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984542412337770664)  2025-11-01T08:45Z [----] followers, [---] engagements


"MAIDEN FORGINGS: ENTERS DEFENCE SUPPLY CHAIN ⚙ MCap [-----] Cr Approved supplier to Ordnance Factory Board Murad Nagar expanding defence sector footprint. Already registered with OFB Kolkata reinforcing B2G business presence. Strong manufacturing base with 35+ years of experience and [-----] Cr FY25 revenue"  
[X Link](https://x.com/anyuser/status/1984594922847289792)  2025-11-01T12:14Z [----] followers, [---] engagements


"Many talks about Value Chain Analysis. But something more interesting from @Tijori1 is the list of companies operating in value chain Below is for TD Power"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984626826354868489)  2025-11-01T14:21Z [----] followers, [---] engagements


"📦 Interarchs Orderbook Pipeline = [----] Cr+ 🔹 Pipeline-I: [----] Cr Finalization in [--] months 🔹 Pipeline-II: [----] Cr Finalization in [---] months (estimates shared engineering yet to begin) With this strong pipeline Interarch is gearing up for a massive execution cycle ahead. Via Daily Investor Edge by @soicfinance @ishmohit1"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984629121427914811)  2025-11-01T14:30Z [----] followers, [----] engagements


"TD Power's Annual Report is a must read Together we continue to do more than generate power. We power whats next. We recorded our highest-ever order inflow a proof of our growing relevance in global energy markets"  
[X Link](https://x.com/anyuser/status/1984631446619717936)  2025-11-01T14:39Z [----] followers, [---] engagements


"Garuda Construction Growth Drivers Strong Order Book3461 crore order book as of October [--] [----] providing robust revenue visibility for the next [--] years. New Order Wins353 crore worth of fresh quality projects added in Q2 FY26 despite monsoon disruptions. Execution Capabilities Achieved full-year FY25 revenue within just the first half of FY26 indicating faster project execution and enhanced delivery capabilities. Focus on High-Margin Projects Strategic decision to avoid low-margin contracts and pursue only those aligning with profitability benchmarks. Pipeline Visibility Advanced"  
[X Link](https://x.com/anyuser/status/1984632409267056786)  2025-11-01T14:43Z [----] followers, [---] engagements


"Tyre Proxy - Rajratan Global Wires Q2 FY26 Highlights ✅ Revenue 20% YoY ✅ EBITDA 5.6% YoY  29.3% QoQ ✅ PAT 7.9% YoY  52% QoQ Future Growth Triggers 📍 Chennai plant = Game changer 60% utilisation in [--] year Stronger margins better logistics Diversified exports from India 🌐 Thailand ops stay profitable despite China 📈 Q3FY26 outlook: Higher volumes Chennai fixed cost leverage Contained steel prices 🛞 GST on tyres = tailwind ahead"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984634522453897533)  2025-11-01T14:51Z [----] followers, [----] engagements


"Larsen & Toubro is exploring entry into the electronics manufacturing services (EMS) sector with talks for a 200-acre facility near Chennai. The $17 billion group aims to build end-to-end capabilities focusing on industrial defence and aerospace electronics similar to Tatas integrated manufacturing model"  
[X Link](https://x.com/anyuser/status/1984835035854192929)  2025-11-02T04:08Z [----] followers, [---] engagements


"Why India Is Shifting to Pre-Engineered Buildings (PEBs) 🏗 Traditional RCC structures are losing ground to steel-based PEBsand the reasons are clear: ✅ 50% faster timelines ✅ 25% lower manpower need ✅ 40% cost savings (for spans 20m) 📦 Logistics parks 🏭 Factories 🚇 Metro depots 🛫 Airports These infra assets now prefer PEBs for their speed and scalability. Unlike RCC which is labour- and weather-dependent PEBs are pre-fabricated offsitebringing efficiency and predictability. 🔍 Caveat: For spans 30m steel usage spikes cutting savings. RCC still works best for smaller mixed-use buildings."  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984841774217773237)  2025-11-02T04:35Z [----] followers, [---] engagements


"Urban Company's Business is not impacted by Competitors Action but the core constituents of their business: "It is impacted by our own first principles view on what is right for the customer and what is right for the service professional" Management clearly has the on-ground understanding of their biz Credits to @Tijori1 for bringing concall transcripts just after the conference itself"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984858292619759666)  2025-11-02T05:41Z [----] followers, [----] engagements


"And the demand story only gets stronger. 📊 📱 Indias electronics market is projected to reach $500 billion by FY30 🚗 EVs expected to make up 30% of car sales by [----] 🧠 Data and AI demand set to double by [----] From smartphones to EVs to AI servers - everything runs on chips. And India is gearing up to make them all. Appreciation to @ionicwealth for the insightful data and perspective"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1984936116878032906)  2025-11-02T10:50Z [----] followers, [---] engagements


"Two countries. One resource. Opposite outcomes China quietly added [---] million hectares of forest every year. Brazil lost nearly [--] million. Both are large fast-growing economies but only one is compounding its natural capital. In the next decade will investors start valuing nations not by their GDP but by how well they protect what cant be replaced"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1985192570427973710)  2025-11-03T03:49Z [----] followers, [--] engagements


"Every commodity cycle begins in silence flows rise first prices follow later. Investors see volatility veterans see rhythm. When capital returns to metals after years of neglect it isnt chasing performance. Its remembering value. Are we witnessing the start of another metal supercycle"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1985208863440986331)  2025-11-03T04:54Z [----] followers, [---] engagements


"When leaders start using more words like AI and fewer like Hope the narrative has already shifted. Power always updates its vocabulary before it updates its policies. The market does the same language changes before price does"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1985316070362849361)  2025-11-03T12:00Z [----] followers, [--] engagements


"VINTAGE COFFEE & BEVERAGES - COMPANY UPDATE ☕ Topline: Up 154% YoY to [------] Cr ⚙ Operating Profit: Up 142% YoY to [-----] Cr 💰 PAT: Up 143% YoY to [-----] Cr Current capacity of [----] MTPA was fully utilized in Q2. The company is setting up an additional [----] MTPA line expected to commence production by the end of FY26. It has secured strong order visibility for Q3 and Q4. A recent preferential equity issue was completed to fund another [----] MTPA greenfield project for freeze-dried coffee targeted for launch by FY28. This new project will drive consistent volume growth and support the"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1985344149244022882)  2025-11-03T13:51Z [----] followers, [----] engagements


"Narayana Health is quietly building a UK growth engine. By leveraging NHS relationships under-utilized centres & an asset-light day-care model it aims to become a leading private pay provider without heavy capex. Efficiency + digital + demand = smart global scaling. #NarayanaHealth #Healthcare"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1985577955959935293)  2025-11-04T05:20Z [----] followers, [---] engagements


"Transrail says they are not related TARIL and neither banned by World Bank"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987908781355978779)  2025-11-10T15:42Z [----] followers, [---] engagements


"Transformers & Rectifiers (India) Ltd breaks the silence on the World Bank debarment Management clarifies theres no investigation no business impact and confidence to rebound greatly. A quick thread 🧵 with key takeaways from the @Tijori1 concall tool"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987914110303097115)  2025-11-10T16:03Z [----] followers, [----] engagements


"The issue World Bank funded Nigeria order which was of FY22 and everything is executed and concluded by Q1FY26 Nothing is pending from that order now"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987914114195419298)  2025-11-10T16:03Z [----] followers, [---] engagements


"The strategy and stance of company on the matter and exports going forward Don't want to increase exports Dont't want to take projects being funded by World Bank No Order Book is funded from World Bank"  
[X Link](https://x.com/anyuser/status/1987914118066839707)  2025-11-10T16:03Z [----] followers, [---] engagements


"There is no investigation. No business impact expected. Were engaging with the World Bank and will clarify to exchanges shortly Company says if governance structure are not that much strong it won't be possible for us to declare the results early"  
[X Link](https://x.com/anyuser/status/1987914121715782057)  2025-11-10T16:03Z [----] followers, [---] engagements


"90% of order pipeline is from domestic markets hence no impact"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987914126107214087)  2025-11-10T16:03Z [----] followers, [---] engagements


"On Future Guidance on PAT "Profit will again bounce back to the levels you saw in the last three or four quarters and I assure you that in this quarter the profit will be much much higher""  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987914130339377627)  2025-11-10T16:03Z [----] followers, [---] engagements


"What impacted the current quarter Operational Delays Heavy Rainfall"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987914134353313973)  2025-11-10T16:03Z [----] followers, [---] engagements


"Capacity expansion delayed due to rainfall 20% to 25% revenue loss is there because of the delay"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987914138300133886)  2025-11-10T16:03Z [----] followers, [---] engagements


"Management though expect slight cut in guidance but H2 will be stronger"  
[X Link](https://x.com/PULSEOFPROFIT10/status/1987914142087548978)  2025-11-10T16:03Z [----] followers, [---] engagements


"Shree Refrigerations: Execution-Focused Investments to Drive H2 Acceleration 🔧 Capacity Expansion Doubled existing shopfloor capacity with a new leased facility (17000 sq. ft.). New [------] sq. ft. facility under construction (Phase I: [-----] sq. ft. to commission in FY26). Workforce increased from [---] (FY25) to [---] (H1FY26) strengthening delivery and execution teams. 💸 Front-Loaded Costs Back-Ended Revenue HVAC projects require upfront hiring and training. Revenue recognition is tied to project delivery and installation cycles. Margins expected to normalise in H2 FY26 as execution ramps up."  
[X Link](https://x.com/anyuser/status/1988240357956743221)  2025-11-11T13:40Z [----] followers, 16.2K engagements


"BMW Ventures which derives close to 90% revenue from Bihar should also be on radar as Infra Spending to pick up in the state Company is quitely foraying into value added products which already saw robust growth Deleveraging plans underway @Sharad9Dubey BIHAR STOCKS @NDTVProfitIndia-"YEH LO BABUA" STOCKS HAVING BIGGER EXPOSURE Aditya Vision-Largest electronic retail chain RefexIndustries-Having exposure for refrigerant gases SIS-Has head-quarter based in Patna-involved in security and related services JeenaSikhoLifecare-1 BIHAR STOCKS @NDTVProfitIndia-"YEH LO BABUA" STOCKS HAVING BIGGER"  
[X Link](https://x.com/anyuser/status/1989243305956347990)  2025-11-14T08:05Z [----] followers, [----] engagements


"Shipbuilding is becoming Indias next manufacturing mega theme [-----] crore revival package approved. [-----] crore in fresh development schemes. Global majors like HD Hyundai are entering India with $2 billion investments. Chinas shipyards are fully booked for [--] to [--] years. India owns only 2% of global shipping tonnage. This gap is the opportunity. One direct shipbuilding job creates [--] more jobs. Ancillary industries get 60% to 65% value addition. Global shipbuilding is a $200 billion market. India is positioning itself as the next global hub. A new industrial cycle is starting. @Dynamicinvstr"  
[X Link](https://x.com/anyuser/status/2005623770120352242)  2025-12-29T12:55Z [----] followers, 24.1K engagements

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