#  @Reematendulkar Reema Tendulkar
Reema Tendulkar posts on X about ipo, india, stocks, strong the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1913306017/interactions)
- [--] Week [-------] +2,658%
- [--] Month [-------] +4.80%
- [--] Months [-------] +1,409%
- [--] Year [-------] +476%
### Mentions: [--] [#](/creator/twitter::1913306017/posts_active)
- [--] Week [--] +457%
- [--] Month [--] +81%
- [--] Months [---] +303%
- [--] Year [---] +472%
### Followers: [---------] [#](/creator/twitter::1913306017/followers)
- [--] Week [------] +0.31%
- [--] Month [------] +0.44%
- [--] Months [------] +1.40%
- [--] Year [------] +2.90%
### CreatorRank: [-------] [#](/creator/twitter::1913306017/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 37.44% [stocks](/list/stocks) #4401 [countries](/list/countries) 11.89% [technology brands](/list/technology-brands) 9.25% [automotive brands](/list/automotive-brands) 1.76% [financial services](/list/financial-services) 1.76% [exchanges](/list/exchanges) #728 [travel destinations](/list/travel-destinations) 0.88% [social networks](/list/social-networks) 0.88% [events](/list/events) 0.44%
**Social topic influence**
[ipo](/topic/ipo) 8.37%, [india](/topic/india) 7.93%, [stocks](/topic/stocks) #832, [strong](/topic/strong) 6.17%, [ai](/topic/ai) 5.73%, [we are](/topic/we-are) 2.2%, [tariffs](/topic/tariffs) 2.2%, [$googl](/topic/$googl) 2.2%, [biz](/topic/biz) 2.2%, [china](/topic/china) 1.76%
**Top accounts mentioned or mentioned by**
[@cnbctv18news](/creator/undefined) [@cnbctv18live](/creator/undefined) [@nimeshscnbc](/creator/undefined) [@infosys](/creator/undefined) [@shereenbhan](/creator/undefined) [@prashantnair](/creator/undefined) [@nigeldsouza](/creator/undefined) [@tcs](/creator/undefined) [@lathavenkatesh](/creator/undefined) [@tcsnews](/creator/undefined) [@ltiglobal](/creator/undefined) [@wipro](/creator/undefined) [@sonalbhutra](/creator/undefined) [@nvidia](/creator/undefined) [@hcltech](/creator/undefined) [@airtelnews](/creator/undefined) [@tanlaindia](/creator/undefined) [@grok](/creator/undefined) [@pavitraparekh1](/creator/undefined) [@surabhiupadhyay](/creator/undefined)
**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Accenture (ACN)](/topic/accenture) [Infosys Limited (INFY)](/topic/$infy) [IBM (IBM)](/topic/ibm) [Goldman Sachs (GS)](/topic/goldman-sachs) [ServiceNow Inc (NOW)](/topic/servicenow) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Ameriprise Financial, Inc. (AMP)](/topic/ameriprise) [GLOBANT S.A. (GLOB)](/topic/globant) [AppLovin Corporation (APP)](/topic/applovin)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Indian IT has navigated disruption waves before from Y2K to Cloud The big question now is whether what we are seeing in AI and pace of innovation makes the disruption similar to past cycles when IT cos successfully pivot and grow or is it different this time Whats your view @CNBCTV18News @ShereenBhan #ITSelloff IT Stocks Under Pressure - Nifty IT down 10% in [----] so far TCS falls 12%; Wipro hits 52-week low - Global software majors slump up to 30% Are AI fears overblown @reematendulkar decodes @CNBCTV18News #CNBCTV18Market #ITStocks #AI #AIConcerns #TechStocks https://t.co/FXUay7eUSy"
[X Link](https://x.com/Reematendulkar/status/2021850200969789943) 2026-02-12T07:33Z 54.5K followers, [----] engagements
"India EU trade deal impact on Autos According to GS estimates a European car priced at [-----] would land at approximately [----] lakh in India under the revised tariff structure. M&M premium models like XUV700 and Scorpio-N are in [--] lakh+ segment 12.9% of M&M domestic volumes are above Rs [----] lk which is higher than peers: Hyundai at 8.7% ttata Motora PV at 2.8% Maruti at 0.2% But domestic car biz is only 30% of M&M est PAT (balance from tractors + holdings in financial serv and others) GS says even Assuming 50% drop in volumes in M&M cars priced above Rs [----] lk for M&M impact on profits will"
[X Link](https://x.com/Reematendulkar/status/2016039937179881931) 2026-01-27T06:45Z 54.3K followers, 28.8K engagements
"Concor to CNBCTV18 FY26 outlook Will meet guidance of 13% overall volume growth given at the start of the year (10% Exim & 20% Domestic volume growth) Currently Slightly short on meeting Domestic guidance (20% growth). But Will see good Domestic Loading in Q4 due to Bulk Cement Biz FY26 Capex target has been increased by 23% by the board to [----] Cr Long term guidance Will get 15% growth in EXIM and 20% growth in domestic volumes over the next [--] yrs Target overall revenue [-----] Cr by FY29 #3QWithCNBCTV18 #ContainerCorporation @concor_india @CNBCTV18News #StocksInFocus #3QWithCNBCTV18"
[X Link](https://x.com/Reematendulkar/status/2017107804608516102) 2026-01-30T05:29Z 54.3K followers, [---] engagements
"Kotak on Tech Plenty of panic over a little flutter Believe market reaction has been disproportionate to actual near-term Progress in GenAI is largely in line with expectations. Kotaks base case remains a 23% net revenue growth headwind over [--] years peaking in FY27E Downside risks stem from unknown future breakthroughs not current proven disruption. Claims around drastic compression of ERP/SAP timelines (as cited by Palantir) may not be universally applicable given real-world complexity New Claude plugins expand use cases real-world impact remains unproven. @CNBCTV18News @ShereenBhan"
[X Link](https://x.com/Reematendulkar/status/2019300489267962259) 2026-02-05T06:42Z 54.3K followers, [----] engagements
"Global Tech Rout deepens as Big Tech" spending concerns spooks investors. Big tech capex numbers Amazon $200b Google $175- 185b Meta $115-135b Microsoft : Spent $37.5 Billion in recent qtr annualizing $150b The fear is rising fear that Big Tech is stuck in a game where they must spend to survive But Qs is will it provide returns Unlike data centers that lasted a decade AI GPUs are said to have a much shorter "useful life" before they are rendered obsolete by the next chip Tech stocks sell off is telling us that strong earnings no longer matter street is concerned Amazon shares dn 4.5%"
[X Link](https://x.com/Reematendulkar/status/2019604085566271820) 2026-02-06T02:48Z 54.3K followers, [----] engagements
"Vodafone Idea in focus Promoter KM birla bought [----] cr shares on 30th Jan and [----] cr shares on 1st Feb This is 0.03% of o/s shares Promoters hold 25.5% stake in the co Is Promoter buying vote of confidence CMP at [-----] vs 52week high of [----] hit in Dec post AGR relief Stk off 13% from [--] week highs #StocksInFocus @nimeshscnbc @VodafoneIN_News @AdityaBirlaGrp @CNBCTV18News https://twitter.com/i/web/status/2020693123761086487 https://twitter.com/i/web/status/2020693123761086487"
[X Link](https://x.com/Reematendulkar/status/2020693123761086487) 2026-02-09T02:55Z 54.3K followers, [----] engagements
"All smiles this Monday morning and hoping its only a [--] day week Set up looks good 1) India US framework for an interim deal 2) Monster US rebound -Dow up [----] pts and closes above 50k 3) FII buying of [----] cr in cash 4) SBI - Solid Q3 and ups loan guidance"
[X Link](https://x.com/Reematendulkar/status/2020699711490154830) 2026-02-09T03:22Z 54.3K followers, [----] engagements
"Nifty IT index dn 2.5% today dn 10% YTD TCS and Wipro hit fresh [--] week lows today Birlasoft is the only midcap stk with a positive YTD gain TCS dn 9% in the last [--] yrs - negative returns over [--] yr period But its a global problem Servicenow Salesforce dn 25-30% YTD @CNBCTV18News @ShereenBhan #TechAtWork #CNBCTV18 #MarketUpdate #Technology #TechNews Big Sell-Off In Global #IT Services Stocks - Nifty IT index down 7.5% this year 13.5% off lows - @TCS and @Wipro are 1.5% away from 52-week lows @Reematendulkar #CNBCTV18Market @Infosys #Cognizant #Accenture https://t.co/c85h8MEILS Big Sell-Off In"
[X Link](https://x.com/Reematendulkar/status/2021793897253679445) 2026-02-12T03:50Z 54.5K followers, [----] engagements
"Citi on Indian IT services Why is this cycle different (vs. Cloud/SaaS) Unlike the move to the Cloud this AI shift has unique challenges: Incumbency Risk: Indian IT has doubled in size since the Cloud era. It is now the "dominant player" being disrupted rather than the strong challenger Cloud impacted infrastructure; AI impact is more pervasive New Rev streams are small exploratory (not able to offset the loss in traditional work) Citi has a cautious view on the sector @CNBCTV18News @ShereenBhan @_prashantnair @nimeshscnbc #Technology #Technews #TechAtWork"
[X Link](https://x.com/Reematendulkar/status/2021795381672353919) 2026-02-12T03:55Z 54.5K followers, 44.6K engagements
"Infosys adr dn another 4.4% and Wipro dn 3.3% Nasdaq dn 0.3% The pain continues @CNBCTV18Live"
[X Link](https://x.com/Reematendulkar/status/2021964785915769212) 2026-02-12T15:09Z 54.5K followers, 41.2K engagements
"JP Morgan Software stocks globally are facing their worst non-recessionary drawdown in over three decades down 34% wiping out nearly $2 trillion in market cap and shrinking their weight in the S&P [---] from 12% to just 8.4%. ** report dated 10th Feb Back home the sell off continues in Indian Tech majors - TCS now dn 40% from all time peaks Fall from All time high levels TCS 40% Infosys 31% Wipro 41% HCLTech27% Tech M 17% LTM 31% Persistent20% Coforge29% @ShereenBhan @CNBCTV18News #Techselloff #cnbctv18live"
[X Link](https://x.com/Reematendulkar/status/2022135183575859351) 2026-02-13T02:26Z 54.5K followers, 50.4K engagements
"Valuations A PEG ratio of more than two times for a 56% growth industry is high. PE of more than three times for midcaps growing at 1012% is also high. I would assign maybe 1215x to large caps and 1520x to midcaps. For the last [----] months Ive been massively negative on the valuation that asset managers are assigning. On Corrections Large caps still need minimum 20% correction to become reasonable and investable. On Midcaps : 4050% correction could still happen. We probably have at least [--] months more before growth can pick up. On growth Rev could see a 45% negative impact for a few years"
[X Link](https://x.com/Reematendulkar/status/2022174307879920006) 2026-02-13T05:01Z 54.5K followers, [----] engagements
"Poly Medicure on growth H2 Growth To Be Better Than H1 By 20% FY27 Looks More Promising On India US trade deal US-India Trade Deal Should Impact Med-Tech Industry Positively Most Projs Were Stalled US-India Trade Deal Makes Us More Competitive Vs China US Exports Of Med-tech At $750 m Vs Total Exports At $4 Bn On impact due to dumping by China in Renal biz Bigger Issue Is That China Med Devices Are Being Sold Below The Import Price Should End The Year With 25-28% Growth In Renal Biz See Similar Growth In FY27 #3QWithCNBCTV18 @Polymedicure Reports Mixed #Q3FY26 Numbers MD Himanshu Baid"
[X Link](https://x.com/Reematendulkar/status/2021161204920533243) 2026-02-10T09:55Z 54.4K followers, [----] engagements
"Junior reporters big questions and bigger smiles 'We want to become journalists.I want to report on Gold.' Students from Aditya Birla World Academy took over the CNBC-TV18 newsroom brimming with curiosity confidence and big questions. Heres a glimpse. @Reematendulkar @latha_venkatesh #AdityaBirlaAcademy #Students https://t.co/f2lfoTjrZs 'We want to become journalists.I want to report on Gold.' Students from Aditya Birla World Academy took over the CNBC-TV18 newsroom brimming with curiosity confidence and big questions. Heres a glimpse. @Reematendulkar @latha_venkatesh #AdityaBirlaAcademy"
[X Link](https://x.com/Reematendulkar/status/2021245491540054096) 2026-02-10T15:30Z 54.5K followers, [----] engagements
"Latest AI fear to grip markets - disrupt financial advisory cos LPL Financial (LPLA): -8.3% Charles Schwab (SCHW): -7.4% Raymond James (RJF): -8.75% Ameriprise (AMP): -6% Trigger: AI start up Altruist unveiled a new AI Tax Planning tool (Hazel). It can read a client's 1040s pay stubs and account statements and generate a fully personalized high-level tax strategy "within minutes." This Triggered wider contagion across the sector @CNBCTV18News @ShereenBhan @_prashantnair #TechNews #Markets https://twitter.com/i/web/status/2021412651658772863 https://twitter.com/i/web/status/2021412651658772863"
[X Link](https://x.com/Reematendulkar/status/2021412651658772863) 2026-02-11T02:35Z 54.5K followers, [----] engagements
"JPM on Voda Idea Downgrade to Underweight TP at [--] Stk has rallied 18% since the Analyst Day on 28thJan massively outperforming the Niftys 2.4% rise Believe Stk outperformance is overdone Co is still awaiting bank funding which is critical to kick-start the next leg of its capex cycle. The Rs 18k cr FPO in 1QFY25 helped slow subscriber losses but it was still not able to add positive net subscriber additions. At 15x FY27 EV/EBITDA the stock appears to be pricing in most of positives already But on the other hand: KM Birla acquired [----] cr shares From Jan 30- Feb [--] #StocksToWatch #VodafoneIdea"
[X Link](https://x.com/Reematendulkar/status/2021798388988334260) 2026-02-12T04:07Z 54.5K followers, [----] engagements
"DLF to CNBCTV18 Intent is to remain debt-free Rs [-----] cr parked in RERA accounts meaningful free cash generation to begin from FY2728. Aim to increase dividend every year. Q3 Dahlias sales pause was purely mechanicalproject redesign + pending RERA approval Dahlias sales have restarted and will be visible in Q4 numbers. Luxury demand in NCR remains strong for quality developers #3QWithCNBCTV18 #DLF Gains Post Q3FY26 Numbers. Company Turns Gross Debt-Free For The 1st Time Since IPO MD Ashok Kumar Tyagi to @CNBCTV18News - Will have significant disposable cash from FY27-28 - Restarted sales in"
[X Link](https://x.com/Reematendulkar/status/2021162064589337044) 2026-02-10T09:59Z 54.5K followers, [----] engagements
"Titan to @CNBCTV18News On Q3 Volumes 40% Rev growth driven by prices of growth buyer growth has been flat Studded jewellery saw Single digit low buyer growth Gold jewellery has seen very minor negative growth in buyer growth On Q4: January demand remained strong despite gold price volatility. Titans Festival of Diamonds campaign saw good traction especially in studded jewellery. Studded ratio Studded mix slipped to 26% mainly due to surging gold prices not weak diamond demand. Absolute studded jewellery growth remains healthy. On Lab grown diamond strategy Currently exploratory phase no fixed"
[X Link](https://x.com/Reematendulkar/status/2021480603674439690) 2026-02-11T07:05Z 54.5K followers, [----] engagements
"Apollo Hopsitals to @CNBCTV18News Stk up 4.5% What changed this quarter: Insurance Access Insurance partnerships and rate resets closed end of last quarter reflecting in Q3 numbers. Volumes from insurance up with 8% of volume growth coming from insurance. Insurance patients now 48% of total volumes up from 43%. ARPP - Average Revenue per Patient Outlook Q3 11% ARPP growth driven by intentional case-mix improvement and higher-end clinical work. Double-digit ARPP may not sustain expected to normalize to 56% growth with volumes driving operating leverage Digital Health Business Digital losses"
[X Link](https://x.com/Reematendulkar/status/2021484024611709103) 2026-02-11T07:18Z 54.5K followers, [----] engagements
"BlackBox to @CNBCTV18News Stk dn 4% On acquisition Acquisition gives Blackbox scale entry into LATAM with Brazil seen as a high-growth tech spend market Company expects around [--] crore EBITDA contribution post-integration. Deal seen as earnings-accretive Funding through a mix of internal accruals and $2530 mn incremental debt RoCE target of 25%+ maintained. FY26 guidance lowered due to execution delays FY26 revenue guidance revised to [----] crore vs 6750-7000 cr at 9% margin Long term guidance Organic growth guidance seen at 12-15% over the next 3-4 yrs With accretive Acquisitions targeting a"
[X Link](https://x.com/Reematendulkar/status/2021814414702522815) 2026-02-12T05:11Z 54.5K followers, [----] engagements
"Ed Yardeni on the global software selloff AI has turned Big Tech into a Game of Thrones everyone competing with everyone. The AI trade has shifted investors are moving from AI winners to AI-immunity stocks. Flows are rotating toward old-economy sectors like energy industrials and materials. @yardeni @CNBCTV18News #GlobalMarkets #Nifty #Technology #TechNews Global Opinion Ed Yardeni of @yardeni to @CNBCTV18News - US govt now has clearer room for fiscal stimulus higher defence spending as #inflation pressures have eased - #AI disruption is driving fierce tech competition with long-term outcomes"
[X Link](https://x.com/Reematendulkar/status/2021815839360418151) 2026-02-12T05:17Z 54.5K followers, [----] engagements
"Good morning Brutal sell off again in software names - AI-phoria has really become AI-phobia Infosys ADR -9.8% Wipro ADR -4.6% Accenture -3.6% Cognizant -7% Globant -11% EPAM -8.3% Palantir -4.8% AMD -3.5% Apple -5% IBM -6.5% Applovin -20% Nasdaq dn 2% @CNBCTV18News #Nifty50 #DalalStreet #IndianStockMarket #CNBCTV18 https://twitter.com/i/web/status/2022101406736691446 https://twitter.com/i/web/status/2022101406736691446"
[X Link](https://x.com/Reematendulkar/status/2022101406736691446) 2026-02-13T00:11Z 54.5K followers, 25.9K engagements
"BoFa US economist Aditya Bhave on CNBCTV18 US Economy Were bullish on growth expecting around 2.8% GDP growth this year. Fiscal policy turning easier and AI-related capex should support growth into [----]. The big beautiful bill could add 0.30.4% to GDP Lagged effects of the Feds [--] bps rate cuts from last year will also support growth. Consumer spending remains in good shape and the economy has weathered major disruptions. Fed view Were not convinced the economy needs more rate cuts right now. Our base case with low conviction is about two rate cuts likely in summer Big picture outlook The big"
[X Link](https://x.com/Reematendulkar/status/2022177116205568095) 2026-02-13T05:12Z 54.5K followers, [----] engagements
"Senco Gold to CNBCTV18 Q3 Volumes & Demand Gold volumes were down 34% while diamond volumes grew about 10% in q3 We are already midway through Q4 and expect 2530% value growth. Customers are gradually adjusting to higher gold prices. On margins Q3 EBITDA margin expanded to 13.2%. About 2.53% margin uplift came from lower hedging and rising gold prices. On Silver on Non jewellery Silver contributes only 11.5% of overall revenue minimal impact on profitability. Non-jewellery categories like leather and lifestyle products are long-term bets contribution is still below 1%. Studded ratio Studded"
[X Link](https://x.com/Reematendulkar/status/2022180747814346878) 2026-02-13T05:27Z 54.5K followers, [----] engagements
"Kotak IE upgrades #JustDial to BUY TP at [---] vs [---] raise FY24-26 EPS by 17-19% Cash Rs [----] cr provides support 2Q rev have managed to reach back to 2QFY20 levels but EBITDA is 7.7% lower thn 2QFY20 levels Co scales dn transaction-based platforms - JDXperts & JDShopping"
[X Link](https://x.com/Reematendulkar/status/1717060228758597820) 2023-10-25T06:07Z 51.1K followers, [----] engagements
"#Indiamart dn 5% despite steady rev growth 1) Margins [---] bps YOY and [---] bps QOQ 2) Customer adds at a multi-quarter low [----] (vs avg of 6-8k every qtr). Price hikes led to churn Co has refrained from giving near term subs adds guidance 3) Nuvama downgrades HOLD"
[X Link](https://x.com/Reematendulkar/status/1718844340607516920) 2023-10-30T04:16Z 51.1K followers, [----] engagements
"#NIITLearningSolution Q2FY24 QOQ Rev -0.1% at Rs [-----] cr vs Rs [------] cr EBITDA % 23.5% vs 22.3% PAT -14.9% at Rs [----] cr vs Rs [----] cr PAT lower due to higher taxes & a one-off expense towards scheme of arrangement CC rev -2% QOQ up 21% YOY Organic Rev +7% YoY & +2% QoQ"
[X Link](https://x.com/Reematendulkar/status/1718921050774507599) 2023-10-30T09:21Z 52.5K followers, [---] engagements
"#KPITTech Q2 QOQ $ Rev up 8.4% at $145.2m vs $133.9m EBITDA % at 20% vs 19.5% FY24 guidance raised FY24 CC Rev Growth increased to 37%+ from 27% - 30% earlier EBITDA % increased to 20%+ from 19%-20% earlier @CNBCTV18News"
[X Link](https://x.com/Reematendulkar/status/1718921412889793006) 2023-10-30T09:22Z 51.1K followers, [----] engagements
"#Bharti india mobile wireless India Rev growth at 2.7% QOQ This is driven by 1.5% ARPU + 1.1% subs adds Rev QOQ Subs growth arpu Bharti 2.7%3.7M203 Jio2.94%11.2M181.7 Vi0.6%-1.6M142 @CNBCTV18News"
[X Link](https://x.com/Reematendulkar/status/1719320269528121605) 2023-10-31T11:47Z 51.1K followers, [----] engagements
"H1 organic Growth Is 35% H2 OrganicWill Be Stronger Than H1 Confident About FY24 Margin Of 19% Biz has margins of 30%+ but co is investing into the co in technology sales marketing etc Intend To Make This $1 Bn Revenue Co Have A Couple Of M&A Candidates In Our Pipeline"
[X Link](https://x.com/Reematendulkar/status/1720345982934950199) 2023-11-03T07:43Z 51.1K followers, [----] engagements
"#StarHealth On @CNBCTV18News Claims Were Higher Due To Increased Dengue Cases Poised To Grow More Than 20% In H2FY24 Should Achieve Target Of 20% Growth In FY24 Lost 2-3% Due To Underwriting Call Of Letting Go Of High Loss Biz In Certain Geographies"
[X Link](https://x.com/Reematendulkar/status/1721395800104902671) 2023-11-06T05:15Z 51.1K followers, [---] engagements
"Nifty moves Monday +181 Friday +97 Thurs +144 Wed [---] Tues [---] Asia lower Kospi dn 2.5% Nikkei dn 1% Hang Seng dn 1.24%"
[X Link](https://x.com/Reematendulkar/status/1721725668407521668) 2023-11-07T03:06Z 51.1K followers, [----] engagements
"Primary market this week Names dates Size Indian Re Energy Dev Agency 21-23rd [----] cr Tata Tech 22-24 [----] cr FedFina 22-24 [----] cr Flair Writing 22-24 [---] cr Gandhar oil ref 22-24 [---] cr"
[X Link](https://x.com/Reematendulkar/status/1726423312845451375) 2023-11-20T02:12Z 51.2K followers, [----] engagements
"#TCS US Supreme Court rejected Cos petition to file an appeal against Court of Appeals order Must pay punitive damages award of $140 m passed by District Court of Wisconsin To make balance provision of $125 m in its Q3 financial statements as an exceptional item"
[X Link](https://x.com/Reematendulkar/status/1726946958496104463) 2023-11-21T12:53Z 51.2K followers, [----] engagements
"#TataTech #IPO raises [---] cr from [--] investors at Rs 500/sh"
[X Link](https://x.com/Reematendulkar/status/1726972375965835504) 2023-11-21T14:34Z 51.2K followers, [----] engagements
"Cello World says Price Revision Of 5-6% Impacted H1 Rev Growth H2 Revenue Growth Seen At 18-20%"
[X Link](https://x.com/Reematendulkar/status/1730103801686974723) 2023-11-30T05:57Z 51.2K followers, [----] engagements
"IT earnings season is upon us Thurs: #Infosys #TCS Fri: #Wipro #HCLTech Comprehensive update on expectations drivers and what to watch #earnings #QSQT Q3 will be another weak quarter for the I.T. sector driven by weak seasonality higher than usual furloughs and weakness in discretionary demand. In our special segment #QuarterSeQuarterTak @reematendulkar lines up all the estimates for #IT in Q3FY24 https://t.co/hgVpSOZrjG #QSQT Q3 will be another weak quarter for the I.T. sector driven by weak seasonality higher than usual furloughs and weakness in discretionary demand. In our special segment"
[X Link](https://x.com/Reematendulkar/status/1744611145154183501) 2024-01-09T06:44Z 52.7K followers, [----] engagements
"#Infosys Q3FY24e QOQ $ rev dn 1.8% at $4634m vs $4718 EBIT % at 20.4% vs 21.2% PAT dn 2.7% at Rs 6043cr vs Rs [----] cr ***CNBC TV18 poll Rev growth is seen dn 1.6% in CC FY24 CC rev guidance seen at 1-2% vs 1- 2.5% #3QWITHCNBCTV18 #Infosys Q3 Results Preview: Upper end of revenue growth guidance may be cut @Reematendulkar https://t.co/8q5gkZjcw9 #Infosys Q3 Results Preview: Upper end of revenue growth guidance may be cut @Reematendulkar https://t.co/8q5gkZjcw9"
[X Link](https://x.com/Reematendulkar/status/1745022911491223744) 2024-01-10T10:00Z 53.7K followers, [----] engagements
"Wipro says Thierry Delaporte CEO and Managing Director. we are starting to see early signs of a return to growth in Consulting as demonstrated by the double-digit growth in order bookings in our Capco business. Consulting recovering is a big psitive for Wipro # Wipro Beats muted expectations Actual Est CC Rev -1.7% -2.7% EBIT % 16% 15.2% EBIT % are dn [--] bps QOQ Total bookings at $3.8 billion up by 0.2% QoQ large deal bookings at $0.9b vs $1.3b QOQ up 20% YOY Q4 guidance at -1.5% to +0.5% in CC # Wipro Beats muted expectations Actual Est CC Rev -1.7% -2.7% EBIT % 16% 15.2% EBIT % are dn 10"
[X Link](https://x.com/Reematendulkar/status/1745766542133035384) 2024-01-12T11:15Z 51.6K followers, [----] engagements
"Why is it that the fresher salary for engineers has not increased We guide freshers about the path they can take to double their salary says TCS management when asked about salaries of freshers stepping into the office from engineering colleges. #TCS CHRO Milind Lakkad also adds that the starting salary is based on the talent of the cadre https://t.co/WZalzPTRUx We guide freshers about the path they can take to double their salary says TCS management when asked about salaries of freshers stepping into the office from engineering colleges. #TCS CHRO Milind Lakkad also adds that the starting"
[X Link](https://x.com/Reematendulkar/status/1746694615112225220) 2024-01-15T00:43Z 51.1K followers, [----] engagements
"#MediAssist IPO opens today Price 397-418 Size [----] cr Pure OFS Its an intermediary for health insurance (not life) Gets a fee/yield from insurance cos Co is profitable funded all acquisitions with cash on books (140cr) Market share 20% Watch IPO of Medi Assist a Bengaluru-based third-party administration services provider to insurance cos is set to open next week. @Reematendulkar catches up with Chairman Dr Vikram Chhatwal & CEO Satish VN Gidugu about the company's market share Watch here: https://t.co/yKB5GF3Xi1 https://t.co/4NQMcCCuJb IPO of Medi Assist a Bengaluru-based third-party"
[X Link](https://x.com/Reematendulkar/status/1746755328312774723) 2024-01-15T04:44Z 51.5K followers, [----] engagements
"#HCLTech up 3% post results Mgmt says "we have had a sixer of a qtrr" Co confident about Q4 as it needs to achieve 1.6-3.5% (services biz) to meet guidance But CLSA not convinced Downgrade to U-P frm O-P TP [----] Bunching up of multiple catalysts leads to a strong beat #3QWithCNBCTV18 Services biz needs to deliver 1.6-3.5% growth in #Q4 to meet guidance says Ramachandran Sundararajan of #HCLTech. Prateek Aggarwal tells @Reematendulkar that software division saw a solid 32% growth QoQ and 5% YoY WATCH: https://t.co/nXOecujMuO #3QWithCNBCTV18 Services biz needs to deliver 1.6-3.5% growth in #Q4"
[X Link](https://x.com/anyuser/status/1746830812191019295) 2024-01-15T09:44Z [--] followers, [----] engagements
"#newgensoftware Strong results continue Stk up 350% in the last [--] yr Q3 Rev up 10.4% QOQ and up 27% YOY [--] m Rev growth at 30% EBITDA margins expand to 23.8% vs 195% QOQ and vs 23.1% YOY Annuity Rev are 59% of Rev growth driven by India @CNBCTV18Live"
[X Link](https://x.com/Reematendulkar/status/1747195126584394019) 2024-01-16T09:52Z 51.7K followers, [----] engagements
"Listen in to why he likes #MCX - The largest derivative commodity exchange in India #CelloWorld - successful history of diversification into various consumer-facing categories such as consumerware plastic moulded furniture and writing instruments I very much enjoyed my interview with @Reematendulkar and @PavitraParekh1 on @CNBCTV18Live. https://t.co/IOSe881hCJ I very much enjoyed my interview with @Reematendulkar and @PavitraParekh1 on @CNBCTV18Live. https://t.co/IOSe881hCJ"
[X Link](https://x.com/Reematendulkar/status/1749696905377181855) 2024-01-23T07:33Z 51.1K followers, [----] engagements
"#TataElxsi is dn 5% 1) Misses Est reported 3.0% c/c qoq revenue growth vs kotak est 5.1% qoq) 2) high valuations PE at 52X MS - UW TP cut to Rs [----] kotak Sell TP [----] HDFC SELL TP [----] @CNBCTV18News #3QWithCNBCTV18"
[X Link](https://x.com/Reematendulkar/status/1750022179155243293) 2024-01-24T05:06Z 51.1K followers, [----] engagements
"#NetwebTech says Maintain Rev guidance of 40% Gross margins range of 25-26% and PAT margins range of 10-10.5% (max 11%) AI Rev contribution to rise to 15-16% in FY25 (VS 10% currently) led by Nvidia partnership @netwebtech #3QWithCNBCTV18 Gross Margin will be in the range of 25-26% says Sanjay Lodha Chairman & MD of Netweb Technologies (@NetWebTech). Tells @Reematendulkar & @SurabhiUpadhyay that Artificial Intelligence business revenue is up 340% YoY Watch here: https://t.co/ZZR0nQSnFR #3QWithCNBCTV18 Gross Margin will be in the range of 25-26% says Sanjay Lodha Chairman & MD of Netweb"
[X Link](https://x.com/Reematendulkar/status/1750064194047865084) 2024-01-24T07:53Z 51.1K followers, [---] engagements
"#EnteroHealth IPO to open on 9th Feb Co is being offered at a Valuation of 209X Price [----] to Rs [----] (6mFY24 EPS at [----] loss making prior to that) Profit / Loss H1FY24 +11.6 cr FY23 [-----] cr FY22 [-----] cr FY21 [-----] cr #IPOKYC Entero Health is being offered at 209x FY24e P/E how does the co explain the valuations @Reematendulkar #IPOKYC #Market #IPO https://t.co/WFwKtO36FG Entero Health is being offered at 209x FY24e P/E how does the co explain the valuations @Reematendulkar #IPOKYC #Market #IPO https://t.co/WFwKtO36FG"
[X Link](https://x.com/Reematendulkar/status/1754792503117808119) 2024-02-06T09:01Z 51.6K followers, [---] engagements
"Is Calcutta's legendary bakery Flurrys going pan India Flurry's has [--] outlets as of now contributing 7% to Rev with market leading margins of 20% Co to aggressively scale up #Flurrys & go Pan India in less than 5yrs full show: #IPOKYC #ParkHotels Kolkata's iconic bakery & cake shop #Flurrys is coming to every part of India soon. Speaking to @Reematendulkar Priya Paul of Park Hotels says the plan is to have a pan India presence in less than [--] yrs. #Watch the full show here: https://t.co/NUpDHgbwlU https://t.co/CNWywwZAbq Kolkata's iconic bakery & cake shop #Flurrys is coming to every part of"
[X Link](https://x.com/Reematendulkar/status/1754795320817684704) 2024-02-06T09:13Z 51.6K followers, [---] engagements
"#ParkHotels expansion plans Park Hotels has [----] operational rooms across [--] hotels and wants to expand rooms by [----] How will co fund it when do these rooms become operational #Watch the full show here: #IPOKYC #ParkHotels Park Hotels is India's 8th largest hotel chain company what are the cos expansion plans Speaking To @Reematendulkar Priya Paul Chairperson of Park Hotels says they are eyeing to have a [--] hotel portfolio by [----] from the current [--] hotels. Watch: https://t.co/NUpDHgbwlU https://t.co/tILazuKXPc Park Hotels is India's 8th largest hotel chain company what are the cos"
[X Link](https://x.com/Reematendulkar/status/1754796522863227017) 2024-02-06T09:17Z 51.6K followers, [---] engagements
"#EnteroHealthcare IPO opens on 9th Feb Co is distributor of healthcare products Valuation at 209X Price [----] to Rs [----] 6mFY24 EPS at [----] (loss making before that) Total size Rs [----] FY23 Rev [----] EBITDA % 2.9% Loss [----] cr #IPOKYC Entero Health turned profitable for the first time in its history in H1FY24. Will the co stay profitable going forward And is there scope to improve their EBITDA margin of 2-3% #EnteroHealth #IPOKYC #markets @Reematendulkar Watch: https://t.co/NNr5iyn5tK https://t.co/xbjYSqefXL Entero Health turned profitable for the first time in its history in H1FY24. Will the"
[X Link](https://x.com/Reematendulkar/status/1754807388404871304) 2024-02-06T10:00Z 51.6K followers, [---] engagements
"#SamsungElectronics Announces Earnings Guidance for Q1CY24 Rev seen up 11% Operating profit +931% This is driven by rise in semi chip prices Taiwan earthquake could further compress supply. Alert [----] Samsung Electronics profits dropped 85% YOY #TechAtWork"
[X Link](https://x.com/Reematendulkar/status/1776114589211791476) 2024-04-05T05:08Z 52.2K followers, [----] engagements
"CNBC-TV18 presents AI Dialogues in association with IBM where we focus on AIs transformative impact on the BFSI industry. In conversation with Avinash Raghavendra Head of IT Axis bank & Viswanathan Ramaswamy VP Technology Leader at IBM. #IBM @CNBCTV18News #AIDialogues"
[X Link](https://x.com/Reematendulkar/status/1778406409048293479) 2024-04-11T12:55Z 51.8K followers, [----] engagements
"Stocks in News #VodaIdea to launch FPO upto Rs 18k cr on 18th April Capital Raising Committee to meet today to consider & approve price band & discount Co to participate in road shows and interact with investors / analysts from April [--] @CNBCTV18News #StocksInNews #Markets"
[X Link](https://x.com/Reematendulkar/status/1778592806589894765) 2024-04-12T01:15Z 51.9K followers, [----] engagements
"#Birlasoft dn 2% as Disappoints on Rev and new TCV Rev growth at 1.6% vs est of 2.2% FY24 total deal wins were +0.9% and new deal wins -3.9% Nuvama downgrade to REDUCE as valuations expensive Nomura Retains buy TP [---] cash of $210mn gives levers to invest in capability"
[X Link](https://x.com/Reematendulkar/status/1785193310510100627) 2024-04-30T06:23Z 53.9K followers, [----] engagements
"#TataTech 1) Vinfast (one of the key clients) - expected ramp down hurt Rev in Q4 & will continue into Q1FY25 2) Valuations at 42X FYe PE Ambit- concerned about slowing EV investments globally Sell - TP [---] Kotak - Cautious on expensive valuations TP [---] @CNBCTV18Live"
[X Link](https://x.com/Reematendulkar/status/1787362428260356306) 2024-05-06T06:03Z 51.8K followers, [----] engagements
"Market Cues to watch LOK SABHA SPEAKER ELECTION VOTING @11AM Day [--] of telecom spectrum auction day [--] saw bids of 11k cr Inox green and Zee media bd to meet today for fund rasie HAL bd meet to consider dividend US New home sales data to be out"
[X Link](https://x.com/Reematendulkar/status/1805791805554016359) 2024-06-26T02:34Z 52K followers, [---] engagements
"Jio takes the lead and hikes telecom tariffs - avg appears to be 20%"
[X Link](https://x.com/Reematendulkar/status/1806309787623387497) 2024-06-27T12:53Z 52K followers, [----] engagements
"Nuvama Remain positive on #IT post recent volatility FY25 est have been adequately cut believe that post Q4FY24 result leaving little room for further downgrades Remain positive on LTIMindtree Infosys Coforge Persistent TCS HCL Tech and Firstsource. @CNBCTV18News"
[X Link](https://x.com/Reematendulkar/status/1807943184049492357) 2024-07-02T01:03Z 52K followers, [----] engagements
"#Defence stocks on fire AGAIN Mazagon Dock Shipbuilders UP 5% touched Rs [--] lakh cr market cap today Garden Reach Shipbuilding up 97% in the last [--] month up 200% YTD Cochin Ship up 45% in the last [--] month up 287% YTD"
[X Link](https://x.com/Reematendulkar/status/1808747678139916710) 2024-07-04T06:20Z 52K followers, [----] engagements
"Co says sees green shoots in US financial services BFSI rev up 7.9% Guidance upgrade led by - strong Q1 - strong deal wins which give visibility - - InTech acquisition @CNBCTV18News #infosys blockbuster Beat on Rev and margins CC Rev up 3.6% vs est of 2.5% Rev growth ahead of peers TCS 2.2% HCLT -1.6% LTIM +2.6% EBIT % up [---] bps at 21.1% vs est of 20.7% FY25 CC Rev guidance upgraded to 3-4% vs 1- 3% Margin guidance stays at 20-22 @CNBCTV18News #infosys blockbuster Beat on Rev and margins CC Rev up 3.6% vs est of 2.5% Rev growth ahead of peers TCS 2.2% HCLT -1.6% LTIM +2.6% EBIT % up [---] bps"
[X Link](https://x.com/Reematendulkar/status/1813894452240666949) 2024-07-18T11:11Z 52.1K followers, [----] engagements
"On the radar today Big block in Honasa Consumer of Rs [----] cr Paytm AGM [--] am onwards Listing: Shree Tirupati Balajee Rs [---] cr IPO with [---] X subscription Nifty weekly expiry Indian July IIP & Aug CPI at 5:30pm US PPI data ECB Interest Rate Announcement"
[X Link](https://x.com/Reematendulkar/status/1834070505105883326) 2024-09-12T03:24Z 52.7K followers, [--] engagements
"Big risk for our market is monsoon in the last month has not played out as well as expected This can hurt food inflation Therefore RBI may not cut as fast as street hopes FMCG earnings may see downgrades #Market Outlook '#FMCG could see 4-5% earnings cut if monsoon doesnt play out as expected' says Centrum's Manish Jain. Adds they have invested in #hospitals #metals & #IT recently @Reematendulkar @sonalbhutra #WATCH: https://t.co/XWQ1P0NnR9 #Market Outlook '#FMCG could see 4-5% earnings cut if monsoon doesnt play out as expected' says Centrum's Manish Jain. Adds they have invested in"
[X Link](https://x.com/Reematendulkar/status/1836336531486679092) 2024-09-18T09:28Z 52.7K followers, [----] engagements
"#TCS - margin miss Margins at 24.1% vs est of 24.9% Margins have declined from 26% to 24.1% in [--] qtrs Profits dn 1.1% vs est of +3.1% $ Rev growth at 2.2% vs est of 2% India drives Rev - 95% YOY up 21% QOQ BFSI recovery continues - $ Rev up 1.9% QOQ vs 0.6% growth in Q1"
[X Link](https://x.com/Reematendulkar/status/1844336760085676302) 2024-10-10T11:18Z 52.7K followers, [----] engagements
"#WaareeTech to @CNBCTV18News Not concerned about oversupply from China due to performance quality and energy security reasons Waaree cost of production is $0.14-0.15 Sells at $0.19-0.2/pW China prices at $0.11 [-----] landed cost is 2-3 cents higher due freight etc #IPO IPO Corner Cell capacity of 2.5-2.6 GW in Gujarat will come on stream in Q4FY25 says management of #WaareeEnergies as company's Rs [----] cr #IPO opens for subscription on October [--]. Tells @Reematendulkar that co is building [--] GW integrated plant in Odisha & it will be ready IPO Corner Cell capacity of 2.5-2.6 GW in Gujarat will"
[X Link](https://x.com/Reematendulkar/status/1846488947196895551) 2024-10-16T09:50Z 52.5K followers, [----] engagements
"#Waaree on improving margins EBITDA % FY22 6.88% FY23 13.76% FY24 15.56% Q1FY25 18.3% While solar module prices have declined cost of production is coming down due to evolving technology Q1: Rev growth up 2.4% costs up less than 1% Margin expansion to play out #IPO"
[X Link](https://x.com/Reematendulkar/status/1846488949809889643) 2024-10-16T09:50Z 52.5K followers, [---] engagements
"Wipro to @CNBCTV18News Guidance Factors in furloughs fewer no of working days & slowdown in Europe Seen Client specific ramp downs in Europe which impacted Q2 One step closer to aspirational margin band of 17-17.5% Adding [----] - [----] freshers every qtr #Wipro @Wipro #2QWithCNBCTV18 'We are closer to our aspirational margin band of 17-17.5%' says Srini Pallia CEO Wipro (@Wipro) after the company reports a good set of #Q2FY25 #earnings. Tells @_prashantnair @Reematendulkar & @Nigel__DSouza that they are adding 2500-3000 freshers every #2QWithCNBCTV18 'We are closer to our aspirational margin"
[X Link](https://x.com/Reematendulkar/status/1847196881082077559) 2024-10-18T08:43Z 53.9K followers, [----] engagements
"#UCObank to @CNBCTV18Live Expect GNPAs at Rs 6k cr by Q4FY25 Deposit growth guidance 8-10% Slippages on account of [--] account co has made 50% provision #2QWithCNBCTV18 #UCOBank posts a 20% growth in its Q2 Net Interest Income YoY. MD & CEO Ashwani Kumar tells @reematendulkar & @hormaz_fatakia that they expect to achieve CD ratio of 75% this year considering deposit growth of 10-12% WATCH HERE: https://t.co/xp8BGOhugi #2QWithCNBCTV18 #UCOBank posts a 20% growth in its Q2 Net Interest Income YoY. MD & CEO Ashwani Kumar tells @reematendulkar & @hormaz_fatakia that they expect to achieve CD ratio"
[X Link](https://x.com/Reematendulkar/status/1848292752473370936) 2024-10-21T09:18Z 53.9K followers, [----] engagements
"A very precious selfie with Jensen Huang of @nvidia"
[X Link](https://x.com/anyuser/status/1849377434010808752) 2024-10-24T09:08Z 54.5K followers, 66.3K engagements
"@Raghavendra1729 @nvidia No its not - he was in Mumbai for their AI summit"
[X Link](https://x.com/Reematendulkar/status/1849765424956670408) 2024-10-25T10:50Z 53.9K followers, [--] engagements
"This year @NttResearch [----] R&D Forum will focus on IOWN INTEGRAL The title INTEGRAL has two meanings: integration & indispensable Its NTTs commitment to integrating IOWN across a wide range of areas from networks to AI making it indispensable for a sustainable future. NTT to showcase new technology at annual R&D Forum in Tokyo @Reematendulkar https://t.co/FVFdZCPwQ5 NTT to showcase new technology at annual R&D Forum in Tokyo @Reematendulkar https://t.co/FVFdZCPwQ5"
[X Link](https://x.com/Reematendulkar/status/1859472001926300058) 2024-11-21T05:40Z 52.7K followers, [----] engagements
"Promoter pledge to be bought down to zero from 40% Expect non Covid Rev growth rate of 21% from FY22-FY24 to sustain Expand margins to 40-42% (Current 35%) Expand diagnostic centres frm [--] to [---] in [--] yrs inv of Rs [--] cr pa Evaluating acquisitions price hike 3-4% in Dec IPO Corner Kolkata-based #SurakshaDiagnostic IPO will open on Nov [--] with a price band of Rs 420-441 per share. Somnath Chatterjee Chmn & Joint MD tells @Reematendulkar that economies of scale are driving margin and can reach 40-42% range. . Ritu Mittal Joint MD & CEO adds IPO Corner Kolkata-based #SurakshaDiagnostic IPO will"
[X Link](https://x.com/Reematendulkar/status/1861354813050757332) 2024-11-26T10:22Z 52.7K followers, [----] engagements
"#IGI #IPO Co is the leading the Lab grown market Overall market share 33% Lab grown diamond market share is 60-65% CY23 Rev 30% = Natural Diamond Rev up 0.2% Lab grown 62.8% Rev contribution of Lab grown at 35.5% (2021) to 59.5% (Sept 2024) #IPOKYC #LabGrownDiamonds #IPOKYC International Gemmological Institute is the global diamond gemstone and jewellery certification authority. Its global market share of 33% will soon debut on Dalal Street. IPO opens for subscription on 13-17th Dec and is looking to raise [----] cr. Promoter #IPOKYC International Gemmological Institute is the global diamond"
[X Link](https://x.com/Reematendulkar/status/1866411224826773628) 2024-12-10T09:14Z 52.8K followers, [----] engagements
"DAMcapital to CNBCTV18 New Growth drivers 1) AIF asset mgmt 2) retail broking 3) strategic tie up globally Co will get into them eventually On retail broking We are not into cash burn biz No discount broking for us will build a traditional retail broking biz IPO KYC DAM Capital sets price band at Rs 269-283 per share for its Rs [---] crore #IPO. Dharmesh Mehta MD of DAM Capital tells @reematendulkar that the reason for IPO is to attract talent build credible platform which helps win mandates. Adds co's balancesheet will not be IPO KYC DAM Capital sets price band at Rs 269-283 per share for its"
[X Link](https://x.com/Reematendulkar/status/1868609889343553578) 2024-12-16T10:51Z 52.8K followers, [----] engagements
"Top [--] priorities for @InfoEdge in [----] 1) Ramp up AI in core #Naukri 2) Focus is ramping up our blue collar portal Job Hai next year 3) Try and make JeevanSaathi and [--] acres profitable next yr while accelerating growth Hiring Trends In [----] IT hiring is back to growing in close to double digits says Hitesh Oberoi of Info Edge. Tells @latha_venkatesh @Reematendulkar & @Nigel__Dsouza that replacement hiring has started picking up in IT companies. Adds that he is bullish on AI Hiring Trends In [----] IT hiring is back to growing in close to double digits says Hitesh Oberoi of Info Edge. Tells"
[X Link](https://x.com/Reematendulkar/status/1874696117361000843) 2025-01-02T05:55Z 52.8K followers, [---] engagements
"Zensar Tech=Decent qtr CC Rev +0.7% vs est of a marginal decline For the last [--] yrs co has been reporting negative growth in Q3 due to furloughs CCRev up 7.5% YOY EBITDA % at 15.6% vs 15.4% TCV at $205.2m highest ever order book but pipeline has reduced @CNBCTV18Live"
[X Link](https://x.com/Reematendulkar/status/1882220199044337910) 2025-01-23T00:14Z 53K followers, [---] engagements
"JPM d/g @hcltech from OW to N given softening momentum resulting in slower FY26 TP at [----] vs [----] Upgrade @tech_mahindra to N from UW as its self-help margin story will appear attractive in a challenged growth environment. TP at [----] I.T. In Focus Ahead of Q4FY25 earnings JPMorgan says a lot of the negatives are already priced in. They prefer midcaps like Coforge & Info Edge & are avoiding TCS & Wipro among others @reematendulkar https://t.co/C1GTLmXxlq I.T. In Focus Ahead of Q4FY25 earnings JPMorgan says a lot of the negatives are already priced in. They prefer midcaps like Coforge & Info"
[X Link](https://x.com/Reematendulkar/status/1907317415546908849) 2025-04-02T06:21Z 53.3K followers, [---] engagements
"Whats the brokerage verdict after steep losses in IT stock YTD TCS dn 19% Infy dn 22% HCL dn 25% Wipro dn 18% Tech M dn 22% Persistent dn 30% Coforge dn 30% Cyient dn 36% Birlasoft dn 35% #TrumpTariffs @CNBCTV18News #IT under pressure after #US announcement of baseline #tariffs. #Bernstein expects delay in IT spending & budget allocations. #JPM does not expect growth for #Infosys #TCS or #HCLTech in FY26. @Reematendulkar reports https://t.co/LK7tCf5LA1 #IT under pressure after #US announcement of baseline #tariffs. #Bernstein expects delay in IT spending & budget allocations. #JPM does not"
[X Link](https://x.com/Reematendulkar/status/1908086754411716953) 2025-04-04T09:18Z 53.3K followers, [----] engagements
"Auto witnessed challenges as some OEMs & suppliers paused new program starts in the face of uncertainties Media & comm biz-some customer specific issues in the quarter due to mergers & biz restructuring industry continues to exercise caution in R&D spend and innovation"
[X Link](https://x.com/Reematendulkar/status/1913050691066794479) 2025-04-18T02:03Z 53.4K followers, [---] engagements
"Mastek Q4 Rev beat while margins lower than est CC rev growth 2.9% QOQ (large cap peers at negative growth) EBITDA Margins 15.3% vs 16.2% QoQ 12-month order backlog +7.1% Q-o-Q Cash of Rs [---] cr @CNBCTV18News @Mastekltd"
[X Link](https://x.com/Reematendulkar/status/1913526941384061318) 2025-04-19T09:35Z 53.4K followers, [----] engagements
"Brokerages negative Kotak Maintain SELL TP at [----] Revenue growth acceleration unlikely in FY2026E despite large deal wins Ambit SELL TP at [----] CMP implies 34x FY27 P/E (vs our TP at 31x) & builds in 9.4% Rev CAGR over FY24-41 at 26.6% avg EBIT margins which is difficult #TATAELXSI up 5% despite weak Q4 print Mgmt says Expect growth to return from 1QFY26 FY26 growth FY25 by large deal wins Co announced $100m & EUR50m deals in media & comms & transportation respectively Stk dn 35% over last [--] yrs @CNBCTV18News #StocksToWatch #Q4Results #TATAELXSI up 5% despite weak Q4 print Mgmt says Expect"
[X Link](https://x.com/Reematendulkar/status/1914182002510528845) 2025-04-21T04:58Z 53.4K followers, [----] engagements
"KPIT tech Q4 strong but NO guidance for FY26 FY25: CC Rev at 18.7% (18-22%) EBITDA % at 21% Q4 CC Rev up 3% QOQ + 15% YOY TCV at $280mn (+19% qoq +7% yoy) Stk +1% today -35% from high of [----] Concall 5:30 pm @CNBCTV18Live @KPIT #Q4WithCNBCTV18"
[X Link](https://x.com/Reematendulkar/status/1916789444918616464) 2025-04-28T09:39Z 53.8K followers, [----] engagements
"The changing landscape of jobs and tech From Microsoft announcing it will lay off 6000+ employees to Salesforce saying it doesnt need coders anymore as Agentforce has increased productivity by 30% Legacy cos are reining in costs in order to make AI investments so they dont need to sacrifice margins. New cos like Duolingo are also pivoting to AI and they are willing to be slightly Imperfect but not miss the gravy train #TechAtWork #Microsoft #Salesforce #Duolingo #jobs #AI @CNBCTV18News Microsoft on May [--] announced that it's laying off [----] employees across levels teams & geographies. That's"
[X Link](https://x.com/Reematendulkar/status/1922614941657514189) 2025-05-14T11:28Z 53.5K followers, [---] engagements
"LIC housing Finance guides for 10-12% growth in FY26 after reporting single digit loan growth for [--] qtrs now. The mgmt also sees a downward bias to margins given we are in a declining interest rate environment. 55% of their borrowing cost is fixed and 85% of loans are to individuals which is a highly competitive. LIC Hsg hopes to protect margins between 2.6% - 2.8% by being cautious about the cost of borrowing and look at other sources of borrowing and diversifying more into margin accretive segments like LAP and project loans. #4QWithCNBCTV18 '#AUM growth is expected to be in the range of"
[X Link](https://x.com/Reematendulkar/status/1923385476674998455) 2025-05-16T14:30Z 53.5K followers, [----] engagements
"Rategain guidance disappoints @RateGain @CNBCTV18Live FY26 revenue growth seen at 68% yoy vs [----] % in FY25 FY26 is likely to be RateGains weakest growth year since its listing in Dec [----] Rev growth FY25 12.5% FY24 69.3% FY23 54.2% FY22 46.2% FY26 EBITDA margins at 1517% vs 21.6% in FY26 Margin decline due to aggressive investments in go to market in APAC and Middle East markets"
[X Link](https://x.com/Reematendulkar/status/1927208403559997869) 2025-05-27T03:41Z 53.5K followers, [----] engagements
"More visa trouble for foreign students aspiring to study in US The US will revoke visas for Chinese students Secretary of State Marco Rubio said in a post to X . Students affected would include those with connections to the Chinese Communist Party or studying in critical fields. #StudentVisas #InternationalStudents #USImmigration #VisaPolicy #ChinaUSRelations @CNBCTV18News Lots of interesting takeaways about the current student visa situation thats left thousands in limbo. We spoke to renowned education counsellor - Viral Doshi who has been guiding Indian students to top Foreign universities"
[X Link](https://x.com/Reematendulkar/status/1927880574544367863) 2025-05-29T00:12Z 53.5K followers, [----] engagements
"Birlasoft shares open lower by 4% after a double downgrade by Macquarie #4QWithCNBCTV18 #Macquarie downgrades #Birlasoft to Underperform & cuts #target price to Rs [---] from Rs [---] earlier. The brokerage expects the company's margin to remain under pressure over FY26. @Reematendulkar https://t.co/9QHFVUJOPn #4QWithCNBCTV18 #Macquarie downgrades #Birlasoft to Underperform & cuts #target price to Rs [---] from Rs [---] earlier. The brokerage expects the company's margin to remain under pressure over FY26. @Reematendulkar https://t.co/9QHFVUJOPn"
[X Link](https://x.com/Reematendulkar/status/1928306237365465591) 2025-05-30T04:23Z 53.5K followers, [----] engagements
"#CLSA on Telecom Indias mobile sector revenue grew 13% YoY to Rs2703bn/ US$31bn in FY25 FY25 Rev growth - Bharti at 18% - Jio at 14% - Vi 1% Marketshare - RJio: 41.8% (+0.4ppt YoY - Bharti: 38.7% (+1.7ppt YoY) - Vodafone Idea: 14.1% (-1.6ppt YoY Bharti And Jio account for 81% of the sector Rev @reliancejio @airtelnews #Telecom #IndiaMobile #Houseviews #CLSA notes that the telecom industry revenue in FY25 has doubled from FY19 low. Expects Bharti Airtel & #Jio's #revenue market share to rise to 85% by FY27. @Reematendulkar @airtelnews https://t.co/V9GBqtDfLA #Houseviews #CLSA notes that the"
[X Link](https://x.com/Reematendulkar/status/1932320705271800005) 2025-06-10T06:15Z 53.7K followers, [----] engagements
"How markets are reacting to the rising geopolitical tensions and crude spike US fut fell sharply 1.5-2% Dow dn [---] pts Rotation into safe haven Gold rose 1% at [----] Swiss franc and Japanese yen strengthened Crude is now up 10% Gold +1.5% inching towards Record level ($3500) Dollar index slips below [--] to lowest since [----] not behaving in the expected fashion on geopolitical tensions and risk off #MiddleEast #Iran #Israel #DalalStreet #marketopen #Crude prices surge on rising West Asia conflict. @Reematendulkar with the immediate aftermath on markets commodities and currencies"
[X Link](https://x.com/Reematendulkar/status/1933369161540907436) 2025-06-13T03:41Z 53.6K followers, [----] engagements
"Smartworks IPO KYC Mgmt to CNBCTV18 Adjusted EBITDA has grown 3.5x in [--] years from [--] Cr in FY23 to [---] Cr in FY25 while Revenue has doubled from Rs [---] to Rs [----] cr EBITDA % at 12.5% Co to be net-debt positive post listing. Profitability Mgmt says it's "very imminent in the near future." Scale-up: 📍 6M sq ft 10M sq ft in [--] years 📍 Industry Rev growth: 2324% 📍 Smartworks Rev CAGR: 38% Opportunity Indias flex space market at 80M sq ft likely to hit 145M sq ft (CBRE). Smartworks leads as India's largest managed campus platform. Smartworks model vs peers 65% of revenue comes from clients"
[X Link](https://x.com/Reematendulkar/status/1942150405875814760) 2025-07-07T09:15Z 53.6K followers, [----] engagements
"TCS Rev disappoints CC Rev dn 3.3% led by BSNL ramp down (-2.5) and international market dn 0.5% Co Maintains FY26 international mkt growth to be better than FY25 Margins inline at 24.5% vs 24.2% qoq Deal wins steady $9.4b vs $12.2b qoq Headcount up 5k qoq - co seems to hired in anticipation of demand recovery which didnt play out. Attrition at 13.8% vs 13.3% qoq No decision on wage hike yet #tcsq1results #tcs @CNBCTV18News"
[X Link](https://x.com/Reematendulkar/status/1943301932874859005) 2025-07-10T13:31Z 53.6K followers, [----] engagements
"TCS results impact Infosys ADR -3.8% Wipro ADR -4.9% #TCS #earnings #Q1FY26 @CNBCTV18News"
[X Link](https://x.com/Reematendulkar/status/1943466784671347041) 2025-07-11T00:26Z 53.6K followers, [----] engagements
"TATA TECH - Q1 muted but commentary positive Rev decline 4.6% QOQ and dn 5.3% YOY EBIT margins at 13.6% vs est of 14.4% EBITDA margins at 16.1% have declined [---] bps QOQ CEO says As we look ahead we remain optimistic about a sequential recovery in Q2 and a stronger second half of FY26. Our deal pipeline today is more robust than a year ago and the early momentum were seeing provides greater visibility and conviction in improved conversion through the year @TataCompanies @CNBCTV18Live #CNBCTV18Market #Q1Results #1QWithCNBCTV18 #earningsreport #EARNING"
[X Link](https://x.com/Reematendulkar/status/1944741352706633776) 2025-07-14T12:50Z 53.6K followers, [----] engagements
"#JustDial -2.5% #Ambit stays SELL as Revenue-growth trade-off continues Why Slowing collections (1% YoY) hurting revenue momentum Ad & salesforce spends rising margins likely to fall from FY25 peak (29.4%) to 25% by FY28 Uncertainty on cash usage (68% of mcap) risk of value-dilutive capex @INFOEDGE preferred in classifieds space #1QWithCNBCTV18 @CNBCTV18News #JustDial #StockMarket #Equities #Ambit #BrokerageView #INFOE"
[X Link](https://x.com/Reematendulkar/status/1945344327393407423) 2025-07-16T04:46Z 53.6K followers, [----] engagements
"Brigade Hospitality Ventures IPO opens today Raises [---] Cr from [--] anchor investors Issue Size at [---] Cr Fresh Issue What co told @CNBCTV18News 📈 See significant increase in the revenue & bottom line We are planning to do in the next [--] yrs what we did in the last [--] yrs. The next [--] yrs will be a period of high growth for us 🏨 Doubling down on premium hotels + entering leisure 40% industry margins doable As our portfolio mixes changes towards premium end expect an increase in ARR and higher profitability Growth sustainable FY25 Rev growth was 16-17% EBITDA growth 15% no reason why we cant"
[X Link](https://x.com/Reematendulkar/status/1948223545085227084) 2025-07-24T03:27Z 53.7K followers, [---] engagements
"About Knowledge Realty Trust REIT Gross assets Rs 62k cr 46m sq feet of office space 91% occupancy IPO Size [----] cr Price Rs 95-100/sh In #IPOKYC Asheesh Mohta- Sr MD Blackstone Bijay Agarwal Sattva Group MD and CEO of KRT Shirish Godbole join @Reematendulkar of @CNBCTV18News and explain 13% growth projected over the next [--] yrs off which 60% is contracted Starting dividend yield of 7.2% rising to 8.2% (higher than peers) No IT/ITES in top [--] tenants GCC occupy 45% of office space 75% of top ten tenants Post-listing debt just 19% of GAV leaves headroom for acquiring assets REIT post tax"
[X Link](https://x.com/Reematendulkar/status/1950464251593969701) 2025-07-30T07:51Z 53.7K followers, [----] engagements
"Markets are juggling signals from tariff tensions to central bank cues. Here is Nilesh Shah what theyre watching most closely Market Outlook 'Markets are pricing in TACO trade on US-India #tariff. If tariffs materialise the upside is likely to be capped' says Nilesh Shah (@NileshShah68) MD Kotak Mahindra AMC. Tells @SurabhiUpadhyay @Nigel__DSouza & @Reematendulkar that he expects #RBI to trim Market Outlook 'Markets are pricing in TACO trade on US-India #tariff. If tariffs materialise the upside is likely to be capped' says Nilesh Shah (@NileshShah68) MD Kotak Mahindra AMC. Tells"
[X Link](https://x.com/Reematendulkar/status/1952967649652314153) 2025-08-06T05:39Z 53.7K followers, [---] engagements
"@mAnishhastir @CNBCTV18News Thats a growing market but a very different audience. Maybe Zudio and Max fashion have killed the fashion streets of the India"
[X Link](https://x.com/Reematendulkar/status/1954153181363196261) 2025-08-09T12:09Z 53.7K followers, [--] engagements
"#CNBCTV18BigStory - Astral Ltd dn 7% #Astral CNBC-TV18's new offering THE BIG STORY puts the spotlight key stocks/themes with a deep dive into their financial and historical performances. [--] Weak Start to FY26: Q1 impacted by soft polymer demand & PVC price volatility led to inventory losses and margin compression across segments. [--] Plumbing Margins at Multi-Quarter Low 3Strategic Backward Integration: Acquisition of 80% in Nexelon Chem to manufacture CPVC resin [--] Valuation Premium: Trades at 50x P/E vs 3-yr avg 65x but still the most expensive among peers despite stock being down 34% in past"
[X Link](https://x.com/Reematendulkar/status/1955176731272176116) 2025-08-12T07:57Z 53.7K followers, [----] engagements
"Nazara clarifies on #onlinegaming exposure Online Gaming Bill [----] Gaming companies brace for a body blow Online gaming bill gets cabinet approval The bill is likely to be tabled in the parliament today The bill is likely to ban online money games & related ads: Sources @AshmitTejKumar with details #NazaraTech https://t.co/tMPQluIAOv Online Gaming Bill [----] Gaming companies brace for a body blow Online gaming bill gets cabinet approval The bill is likely to be tabled in the parliament today The bill is likely to ban online money games & related ads: Sources @AshmitTejKumar with details"
[X Link](https://x.com/Reematendulkar/status/1958002589615943968) 2025-08-20T03:06Z 53.7K followers, 12.4K engagements
"Catch the big AI headlines of last week [--]. OpenAIs Sam Altman Warns of AI Bubble Predicts Investor Losses [--]. Meta Halts AI Hiring [--]. MIT Study: 95% of Companies See No Returns from Generative AI Investments [--]. OpenAI Launches Affordable ChatGPT Go in India Plans New Delhi Office [--]. Anthropic Targets $5 Billion Funding Round to Challenge AI Giants #TechAtWork #AI #tech #OpenAI #Meta #Anthropic @CNBCTV18News Big moves in AI this week OpenAI announces its first India office & launches ChatGPT Go at a record-low price while CEO Sam Altman warns about a possible industry bubble. Meta freezes AI"
[X Link](https://x.com/Reematendulkar/status/1959124487850557797) 2025-08-23T05:24Z 53.7K followers, [----] engagements
"#AInews Sam Altmans 2-Billion Idea: Free ChatGPT Plus for Every UK Citizen While AI is a gamechanger but Is going the taxpayer-funded AI access the right way News: . Sam Altman reportedly pitched a 2B plan to give every UK citizen free ChatGPT Plus Proposal would have positioned ChatGPT Plus as a sort of national digital infrastructure Estimated cost: around [--] billion or approximately $2.52.7 billion Peter Kyle UKs Technology Secretary apparently didnt take the proposal seriously citing the prohibitive cost as a major barrier UK Government officials confirmed that no formal proposal has been"
[X Link](https://x.com/Reematendulkar/status/1959852288111255937) 2025-08-25T05:36Z 53.7K followers, [----] engagements
"Why is IT higher today Nifty IT is up 2.5% on the back of [--] positive notes #1: Invectec on IT which says Risk reward profile has improved for most IT Services stocks in past month with Tier-1s now offering 10-15%+ one year return profiles vs limited returns earlier Upgrade Infosys to BUY from HOLD; TP Rs [----] #2: JPM upgrades TCS to OW with TP of [----] In [----] co has underperformed Nifty by 29% and NSE IT by 6% JPM believes TCS growth expectations have bottomed and it should benefit from any recovery in business sentiment. Stk trades at 19.7x [--] yr fwd PE much below its [--] yr average #TCS"
[X Link](https://x.com/Reematendulkar/status/1959876152966979965) 2025-08-25T07:11Z 53.7K followers, [----] engagements
"#JPM on #TechStocks Infosys up 2.8% TCS up 2.7% HCLT up 2.6% Wipro up 2% AI deflation manifesting; but price action increases Tier1 risk-reward JPM believes AI will be deflationary in the near to mid term but they dont think it will negate the need for IT Services and permanently deflate the services opportunity. There is likely to be a cyclical growth recovery after an extended period of slowdown from pent-up demand Tier [--] stocks now trade at 18-19.7x 2-year fwd at [--] to -2SD vs the 5-year average P/E due to the third successive year of sub-par growth @CNBCTV18News #TechAtWork #TechStocks"
[X Link](https://x.com/Reematendulkar/status/1959906628192325752) 2025-08-25T09:12Z 53.7K followers, [----] engagements
"The big headlines from Reliance AGM Jio hits 500M users; IPO in H126 Launches Reliance Intelligence (AI) $100M JV with Meta + Google partnership RCPL: expand to [--] countries in [--] months; 1L cr rev. target in [--] yrs New Energy biz = next O2C scale Reliance aims to double EBITDA by [----] #RIL #Reliance #RelianceIndustries #RelianceJio #RilAGM #JioIPO #AI #RelianceIndustries Key AGM Highlights - RIL Jio to list in H12026 - Partnership with @Google & $100 M JV with @Meta @Reematendulkar decodes key details https://t.co/SktNh81fqR #RelianceIndustries Key AGM Highlights - RIL Jio to list in H12026 -"
[X Link](https://x.com/Reematendulkar/status/1961587448905191503) 2025-08-30T00:31Z 53.7K followers, [----] engagements
"Jane Streets trading revenues rose more than 150% in the second quarter to $10.1bn and profits more than double to $6.9b Jane Street Rev eclipses large banks JP Morgan at $8.9b Goldman at $7.8b This is even its embroiled in a probe with SEBI https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7 https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7 https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7 https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7"
[X Link](https://x.com/Reematendulkar/status/1963061196778832198) 2025-09-03T02:07Z 53.8K followers, [----] engagements
"Board has approved the Companys foray into African markets beginning with Nigeria Uganda and Zambia Stk dn 4% Investors are concerned this will affect the co dividend payout CLSA on Indus Tower High Conviction O-P TP cut to Rs [---] from Rs [---] Had expected management to focus on improving Indus capital structure by paying out high dividends Though Indus board is committed to the reinstatement of distributions but with an unjustified delay in dividends CITI On Indus Tower Buy TP Rs [---] Investor concerns appear overdone Current valuations remain favourable relative to peers. Crucially bear case"
[X Link](https://x.com/Reematendulkar/status/1963123678696407151) 2025-09-03T06:15Z 53.9K followers, [---] engagements
"#UrbanCompany is hitting the IPO street Coming at 5:30 pm on @CNBCTV18Live - we break down the Q1 EBITDA surge the power of operating leverage and whether Indias core consumer engine can keep firing. Well also decode the big bets from tier-2 expansion to hardware investments from global growth plans to new pilots like Instahelp. All that and more coming up on #IPOKYC @abhirajbhal @ShereenBhan @urbancompany_UC Watch a slice of the conversation on #UrbanCompanyIPO #IPO #CNBCTV18 #DalalStreet #Stocks #Tech #ConsumerTech #InstaHelp #Native https://youtu.be/4E6wjxNbl2U https://youtu.be/4E6wjxNbl2U"
[X Link](https://x.com/Reematendulkar/status/1963170428341375084) 2025-09-03T09:21Z 53.8K followers, [----] engagements
"Indus Tower up 5% Promoter Bharti purchased [----] lk shares or 0.26% stake through open market deals as per the latest NSE filing. (Promoter stake was at 50%) Promoter buying seen as a strong vote of confidence esp after stk had fallen 32% from ATH of Rs [---]. Plus Citi says downside limited from here as bear case is Rs [---] and Indus CMP is [---] Brokerages bullish Citi TP at [---] CLSA at [---] and today Ambit wrote a note saying risks overblown TP [---] Triggers: Reinstatement of dividend & Relief for Vi @CNBCTV18News #INDUSTOWER @yatinmota #StocksToWatch #StockMarkets #telecom"
[X Link](https://x.com/Reematendulkar/status/1963883078344114632) 2025-09-05T08:33Z 53.8K followers, [----] engagements
"INFOSYS BOARD TO CONSIDER PROPOSAL FOR EQUITY SHARE BUYBACK ON SEPTEMBER [--] #Infosys @Infosys @CNBCTV18News #StocksInFocus"
[X Link](https://x.com/anyuser/status/1965041416280891861) 2025-09-08T13:15Z 54.5K followers, 39.5K engagements
"#Oracle shares soared 28%. Oracle is not a part of Mag [--] was often overlooked amongst the AI winners but its made a strong comeback - is it time to start asking if Oracle could be considered an 8th giant [--] reasons why stock surged 1) cloud orders rocketed 359% year-on-year to $455 billion. 2) Cloud revenue seen hitting $18 billion this year a 77% growth from $10 billion total in fiscal [----] and then surging to $144 billion over the subsequent four years. 3) Capex jumped to $21 billion in fiscal [----] up sharply from just under $7 billion the previous year. Co is forecasting just over $25"
[X Link](https://x.com/anyuser/status/1965595156775838120) 2025-09-10T01:56Z 54.5K followers, 30.5K engagements
"How does one protect Journalism in an Automated Search Era AI Summaries are Replacing the Need to Read Full Articles This is putting pressure on Publishers as Google increasingly uses AI in its search engine with tools like AI Overviews and AI Mode that show summaries at the top of results. This reduces the need for users to click through to news websites cutting referral traffic by as much as 89% for some such as the Daily Mail Interesting article from Guardian #AI #ArtificialIntelligence #AIDisruption #Jounalism #Media #TechAtWork #Disruption"
[X Link](https://x.com/Reematendulkar/status/1965656876718158293) 2025-09-10T06:01Z 53.8K followers, [----] engagements
"Infosys Bd approves a buyback of Rs [-----] cr This is higher than market est of Rs 10-14k cr buyback This is a tender buyback at a price of Rs [----] per share 19% premium to CMP Co will buyback 2.41% of outstanding equity shares. This is the fifth share buyback by Infosys This will be the largest buyback done by the company YearBuyback Size (crore) [---------] [--------] [--------] [--------] @CNBCTV18News @Infosys #Infosys #buyback #StocksInFocus #stocks #StocksToWatch #TechAtWork"
[X Link](https://x.com/Reematendulkar/status/1966308756758868212) 2025-09-12T01:11Z 53.8K followers, [----] engagements
"Tata Technologies Ltd. announces strategic acquisition of ES-Tec Group Germany for a total cash consideration of [--] million. Reason Enhances ER&D capabilities Access to the German market as well as the Volkswagen account Analysts risk the acquisition will be margin dilutive Co says it will EPS accretive from yr [--] #TataTech @TataTech_News @CNBCTV18News #TechAtWork #StocksInFocus #StockMarket"
[X Link](https://x.com/Reematendulkar/status/1967395187438813343) 2025-09-15T01:08Z 53.9K followers, [----] engagements
"@KhushinderMohan @CNBCTV18News @TataTech_News They are working on it - have [--] months to close acquisition Mgmt said will take on debt and leverage cash on books but final call is to be taken yet"
[X Link](https://x.com/Reematendulkar/status/1967502800302289093) 2025-09-15T08:16Z 53.8K followers, [--] engagements
"#IPOKYC at [--] pm on @CNBCTV18Live Two IPO-bound companies. One common question whats the road ahead Joining in to talk about @tatacapitals IPO Indias 3rd largest diversified NBFC with a gross loans of [---] lk cr is Rajeev Sabharwal who quietly balances growth with discipline. On the other side is a story of resilience - @WeWorkIndia launched in [----] and saw the global story unravel. #Embassy Buildcon & Karan Virwani bet on Indias flexible workspaces and now tapping the markets with a [----] cr OFS. #IPO #tatacapital #dalalstreet #IPOAlert #weworkindia"
[X Link](https://x.com/Reematendulkar/status/1972607901677326356) 2025-09-29T10:22Z 53.9K followers, [----] engagements
"#WeWorkIndia is coming to the market with a Rs [----] cr OFS. Had a wonderful chat with @WeWorkIndia's @karan_virwani10 who says the business is EBITDA and cash flow positive making it self-sufficient for growth. With EBITDA margins at 22% the highest in the industry & revenues crossing Rs [----] crore in FY25 the company believes it can grow faster than the industry which is expanding at 1820%. Last year WeWork India added [-----] desks and its goal is to add [-----] desks per year and go deeper in the existing micro-markets. Co operates [--] centres with capacity of over [----] lakh desks across 8"
[X Link](https://x.com/Reematendulkar/status/1972654232760095039) 2025-09-29T13:26Z 53.9K followers, [----] engagements
"TCS brokerage view CLSA says TCS is showing clear signs of aggression with proactive decisions around restructuring its workforce to make AI ready being more acquisitive in future around technologies in demand and plans to create 1GW of data centre capacity over the next 5-7 years. Data centre will drive earnings growth but will alter its ROCE and FCF/PAT profile OP Raise target price from Rs3545 to Rs3559 Jefferies says Data Center to add limited upside Hold TP [----] Nomura says Unclear to us how the ROEs of data centre business will be similar to existing business RoE of 50% given it is"
[X Link](https://x.com/Reematendulkar/status/1976448378495025310) 2025-10-10T00:43Z 53.9K followers, [----] engagements
"TCS headcount - what happened in Q2 Q2 headcount declined by 3.2% or [-----] QoQ But includes only 1% or [----] of the planned workforce reduction. Higher reduction in headcount than layoffs announced suggests higher voluntary attrition The restructuring impact of Rs [----] cr was on account of 1% of workforce reduction (so expect a similar amount in H2 when the balance takes place) Attrition 13.3% vs 13.8% QoQ #2QWithCNBCTV18 #TCSHeadcount #tcsresults #TCS #tcsq2 @CNBCTV18News"
[X Link](https://x.com/Reematendulkar/status/1976450173061484619) 2025-10-10T00:50Z 53.9K followers, [----] engagements
"What to watch today Cues today Asia - #HangSeng dn 2.2% #Taiwan dn 1.6% Shanghai dn 1.3% (Japan is shut today) India Sept CPI inflation (July was 1.55% Aug 2.07%) #tatacapitalipo listing Overall subscription was 1.95X (But retail was subdued at 1.1X) Results today: Anand Rathi Wealth HCL Tech Just Dial Supreme Court to hear Vodafone Ideas AGR dues plea @CNBCTV18News #Nifty #2QWithCNBCTV18 #IPO"
[X Link](https://x.com/Reematendulkar/status/1977558579465863189) 2025-10-13T02:14Z 53.9K followers, [----] engagements
"Herald Van Der Linde in late Sept said While Indian equities have underperformed emerging markets (EM) by 32ppt since mid-September [----] the worst performance since [----] we now find the market attractive. In cricketing terms we expect it to return to form. Valuations have fallen the premium to the region is back at historical levels while lower inflation and easing measures should support growth. We think earnings are near the bottom and are set to improve India now appears attractive on a regional basis: we move to overweight from neutral He talks about this call on India #GlobalOutlook"
[X Link](https://x.com/Reematendulkar/status/1978337389874430059) 2025-10-15T05:49Z 53.9K followers, [----] engagements
"Accenture reported strong Feb-15 revenue growth-10% YoY in constant currency top-end of its guidance broad-based. Positive sign for IT"
[X Link](https://x.com/Reematendulkar/status/581111531288444928) 2015-03-26T15:12Z 52.7K followers, [--] engagements
"#bharti - slowing data revenue growth despite accelerated inv made by telcos is a medium term worry. Data rev up 35% yoy only"
[X Link](https://x.com/Reematendulkar/status/758526304765485060) 2016-07-28T04:55Z 52.7K followers, [--] engagements
"US mkt futures reverse losses during #HillaryVsTrump S&P500 up 0.4% vs -0.2% earlier ; Mexican peso rebounds 1% from beaten down levels"
[X Link](https://x.com/Reematendulkar/status/780592945808367616) 2016-09-27T02:20Z 52.7K followers, [--] engagements
"$index gives up post election gains (off 6% from [--] yr peak of [------]. But Dow jones still up over 10% from Election Day. Hmm"
[X Link](https://x.com/Reematendulkar/status/865039726255800321) 2017-05-18T03:01Z 52.7K followers, [--] engagements
"A very precious selfie with Jensen Huang of @nvidia"
[X Link](https://x.com/anyuser/status/1849377434010808752) 2024-10-24T09:08Z 54.5K followers, 66.3K engagements
"Back on @CNBCTV18Live Talking tech and telecom"
[X Link](https://x.com/anyuser/status/1278157387904495616) 2020-07-01T02:44Z 54.5K followers, [---] engagements
"Infosys ADR up 4% Wipro ADR up 5% - this is what happens when @TCS says we are at the start of the multi year technology transformation cycle @CNBCTV18News #TCSQ2 is back with a bang with a material beat on Rev + Margins Expect material EPS upgrades"
[X Link](https://x.com/anyuser/status/1313880867564068865) 2020-10-07T16:36Z 54.5K followers, [---] engagements
"She said she didnt have a business plan when she started in [----] and here [--] yrs down its a [----] cr cos with revenues of [----] cr. Falguni Nayar of @MyNykaa @CNBCTV18News #TechAtWork"
[X Link](https://x.com/anyuser/status/1133617122062393345) 2019-05-29T06:12Z 54.5K followers, [---] engagements
"Merry Christmas from Santas lil elves ❤ @CNBCTV18News @latha_venkatesh @_soniashenoy @ekta_batra @blitzkreigm @sonalbhutra @Nigel__DSouza @_anishaj @tinadsouza11 @Nupurkunia"
[X Link](https://x.com/anyuser/status/1077048101771210752) 2018-12-24T03:47Z 54.5K followers, [---] engagements
"As Im close to resuming work after a [--] month maternity break my lifes immediate ambition has nothing to do with work it is getting my little one to sleep the night 😂#motherhood #tallgoals #happyholi"
[X Link](https://x.com/anyuser/status/969400759212060672) 2018-03-02T02:35Z 54.5K followers, [---] engagements
"Infosys was a big OW holding for institutions Funds preferred #Infosys over #TCS Infy relatively cheaper Infosys was growing faster than TCS Infosys also has a higher weightage in the nifty Infosys weight at 6.75% TCS at 4.33%"
[X Link](https://x.com/anyuser/status/1647797043807797249) 2023-04-17T03:00Z 54.5K followers, 146.6K engagements
"TCS buyback record date fixed 23th Feb [----] Alert - On Jan [--] @TCS board announced buyback of up [--] cr shrs at 4500/sh for 18000cr. (Price is at 21% premium to fri close) With IT stocks declining due to global tech meltdown & fears of rising rates will investors tender more"
[X Link](https://x.com/anyuser/status/1492674795774758913) 2022-02-13T01:39Z 54.5K followers, [---] engagements
"Timeline Pop up A Diwali picture from another time - old office younger me but not so much wiser"
[X Link](https://x.com/anyuser/status/1453935331988758531) 2021-10-29T04:02Z 54.5K followers, [---] engagements
"Tanla Platforms - Strong Q3 YOY Rev up 35.3% at Rs [-----] cr vs Rs [-----] cr EBITDA % at 22.9% vs 19.4% PAT up 69% at Rs [---] cr vs Rs [----] cr Gross margins at 22.9% vs 19.4% in [--] years from FY2017-21 Rev up 4X EBITDA up 8X PAT up 9X @Tanla_India @udaydasari @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1484516677467652099) 2022-01-21T13:22Z 54.5K followers, [---] engagements
"Opposite colour co-ordination is underrated @manisha3005"
[X Link](https://x.com/anyuser/status/1448269781937766402) 2021-10-13T12:49Z 54.5K followers, [---] engagements
"At the gorgeous @TCS_News headquarters at banyan park office in Andheri - first in person interview in [--] months with the CFO Samir Sakseria and CHRO Milind Lakkad . Full interview on Monday at Cnbc TV18 "
[X Link](https://x.com/anyuser/status/1446764878035755010) 2021-10-09T09:10Z 54.5K followers, [---] engagements
"When you get to share the stage with @latha_venkatesh its a happy Diwali indeed"
[X Link](https://x.com/anyuser/status/1059307824482725889) 2018-11-05T04:54Z 54.5K followers, [---] engagements
"Happy birthday @latha_venkatesh Our friend mentor and boss"
[X Link](https://x.com/anyuser/status/1078564542223855618) 2018-12-28T08:13Z 54.5K followers, [---] engagements
"Tanla platforms and route Mobile are CPaaS cos - what does CPaaS really mean Tune in to find out why CPaaS cos world over are growing so fast. Ps - This isnt about the above cos its a basic primer on the tech behind them @Tanla_India @udaydasari @RouteSms @Route_Mobile Every time you shop online you get an SMS confirming your order with tracking & billing information. The communication between a co & user is provided by CPaaS. #TechAtWork decodes CPaaS & its evolving requirements @Reematendulkar #CPaaS #technology #cloudservice https://t.co/1R6h3HHWU4 Every time you shop online you get an SMS"
[X Link](https://x.com/anyuser/status/1489766367591288833) 2022-02-05T01:02Z 54.5K followers, [---] engagements
"Every time you shop online you get an SMS confirming your order with tracking & billing information. The communication between a co & user is provided by CPaaS. #TechAtWork decodes CPaaS & its evolving requirements @Reematendulkar #CPaaS #technology #cloudservice"
[X Link](https://x.com/anyuser/status/1489580749217058821) 2022-02-04T12:45Z 1.1M followers, [---] engagements
"Hello CNBC TV18"
[X Link](https://x.com/anyuser/status/973431699961921536) 2018-03-13T05:32Z 54.5K followers, [---] engagements
"Early signs of Covid count peaking off India [--] Apr [----] lk [--] May [----] lk [--] May [----] lk [--] May [----] lk (prov) Delhi [--] Apr: [-----] [--] May [-----] [--] May [-----] [--] May [-----] Maharashtra [--] Apr: [-----] [--] Apr: [-----] [--] May: [-----] [--] May: [-----] [--] May: 48621"
[X Link](https://x.com/anyuser/status/1389381132093771780) 2021-05-04T00:47Z 54.5K followers, [---] engagements
"Tragic death of #sridevi tells us you can eat right and exercise all you want - But when its time to go nothing can you keep on this earth :("
[X Link](https://x.com/anyuser/status/967581107381129217) 2018-02-25T02:04Z 54.5K followers, [---] engagements
"RELIANCE RETAIL TO LAUNCH 7-ELEVEN CONVENIENCE STORES IN INDIA. 1st store to open on Saturday 9th OCT in Andheri"
[X Link](https://x.com/anyuser/status/1445949353353531395) 2021-10-07T03:09Z 54.5K followers, [---] engagements
"incase you are wondering what @routemobile does In any online transaction (say a purchase/ logging on to an app) you get an OTP which could be via SMS email or an automated voice call . This OTP platform service is provided Route mobile @CNBCTV18Live #routemobile"
[X Link](https://x.com/anyuser/status/1307904665745584128) 2020-09-21T04:49Z 54.5K followers, [---] engagements
"Back on air after [--] months on @CNBCTV18Live starting [--] pm Do tune in ☺"
[X Link](https://x.com/anyuser/status/973075427982913536) 2018-03-12T05:57Z 54.5K followers, [---] engagements
"❤ with little miss happiness @sonalbhutra"
[X Link](https://x.com/anyuser/status/1583360636079476737) 2022-10-21T07:32Z 54.5K followers, [---] engagements
"All set for the @TCS interview . stay tuned"
[X Link](https://x.com/anyuser/status/987158349329334277) 2018-04-20T02:37Z 54.5K followers, [---] engagements
"At #SBI fintech summit with all actors of eco system - RBI a bank (ICICI) fintech (credit mantri) E&Y consultants and TRAI #YONOinFINite18"
[X Link](https://x.com/anyuser/status/1072433551906390017) 2018-12-11T10:10Z 54.5K followers, [---] engagements
"Isnt it Too ambitious to think LTCG can fund modi care and MSP hike - for ppl to make that cap gains mkts will have to give [----] type of a return this year too esp when you introduce LTCG"
[X Link](https://x.com/anyuser/status/959113324104306688) 2018-02-01T17:16Z 54.5K followers, [---] engagements
"With the highly erudite @ShashiTharoor at #heromindmine panel. Talking about reining in social media"
[X Link](https://x.com/anyuser/status/1164821709163094016) 2019-08-23T08:48Z 54.5K followers, [---] engagements
"Happy Diwali from the trading hour team @SumairaAbidi @PavitraParekh1 #cnbctv18 #diwali"
[X Link](https://x.com/anyuser/status/1583350415223320577) 2022-10-21T06:52Z 54.5K followers, [---] engagements
"Happiest minds marketcap crosses birlasoft + Cyient. Happiest minds up 300% YTD Annual revenues FY21 Birlasoft $479m Cyient $556m Happiest M $104.6m"
[X Link](https://x.com/anyuser/status/1415600773094903809) 2021-07-15T09:14Z 54.5K followers, [---] engagements
"Big all round beat by @Infosys CC Rev dn 2% QoQ EBIT % up [---] bps at 22.7% Deal wins strong at $1.74b FY21 Rev seen at at 0-2% marking 2nd consecutive yr of Rev o/p by infy over TCS FY21 Margins at 21-23% vs 21.34% in FY20 Margins to expand in FY21 after years of decline"
[X Link](https://x.com/anyuser/status/1283359686495002624) 2020-07-15T11:16Z 54.5K followers, [---] engagements
"Interesting takeaway from Sanjay Jalona of @LTI_Global - We are hiring non tech talent- people who have not gone to engineering colleges but are interested in computing and putting them through our training programme - just goes to show how red hot demand for talent is"
[X Link](https://x.com/anyuser/status/1450364264426840074) 2021-10-19T07:32Z 54.5K followers, [---] engagements
"Happiest Minds IPO from 7-9th Sept. Founded by Ashok Soota. Under him Wipro IT Rev jumped from [--] cr to $500m from 1984-1998 .Co founded Mindtree in 1999did its IPO in [----] subscribed 103X and now Happiest Minds which has hit Rev of Rs [---] cr @happiestmind @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1301004845382500352) 2020-09-02T03:51Z 54.5K followers, [---] engagements
"Bad news for students prepping to study in the U.S. ✈ Trump has proposed capping student visas to [--] years. Anything beyond that will now require USCIS approval for an extension. Adding to the challenge the grace period after finishing studies is cut from [--] days to [--] days making the job hunt and OPT applications even more difficult. Sigh really feel for students and their parents. Many start working on their profiles as early as 8th grade building every detail of their resume with the dream of studying in the U.S. For so many kids in international schools its almost assumed that their next"
[X Link](https://x.com/anyuser/status/1961616014816546925) 2025-08-30T02:24Z 54.5K followers, 20.6K engagements
"midcap IT cos are reporting stronger results than largecaps $ Rev QoQ TCS 2.9% Infosys 5.7% Wipro 6.85% (organic 4.5%) HCL Tech 2.6% Mindtree 12.75% L&T info 8.25% @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1450098724454100992) 2021-10-18T13:57Z 54.5K followers, [---] engagements
"#Oracle shares soared 28%. Oracle is not a part of Mag [--] was often overlooked amongst the AI winners but its made a strong comeback - is it time to start asking if Oracle could be considered an 8th giant [--] reasons why stock surged 1) cloud orders rocketed 359% year-on-year to $455 billion. 2) Cloud revenue seen hitting $18 billion this year a 77% growth from $10 billion total in fiscal [----] and then surging to $144 billion over the subsequent four years. 3) Capex jumped to $21 billion in fiscal [----] up sharply from just under $7 billion the previous year. Co is forecasting just over $25"
[X Link](https://x.com/anyuser/status/1965595156775838120) 2025-09-10T01:56Z 54.5K followers, 30.5K engagements
"Will the $100000 H-1B Fee Mark the End of the Program As We Know It Top [--] Indian IT firms received [-----] visas in FY24 (fresh application) - as per USCIS At $10000 this will cost $1.6B 8% of FY24 EBITDA of the top [--] IT cos (not counting the H1B renewals) This makes it financially unviable / challenging even if you argue Indian IT has reduced reliance on H-1Bs and smaller midcap cos get priced out. While Indians command 71% of the H1B itsUS firms not Indian IT which are now the largest H-1B sponsors (Amazon Microsoft Meta consulting majors). Immediate Implications No impact on current H-1B"
[X Link](https://x.com/anyuser/status/1969270951683543469) 2025-09-20T05:22Z 54.5K followers, 38.5K engagements
"SGX Nifty dn [---] pts at [-----] Rising bond yields continue to spook US [--] year yield at 1.57% US indices dn 1-2% NIkkei dn 1.3% Kospi dn 1.5% Brent $66.5 (vs [----] overnight) FII Sell [------] Cr DII Sell [------] Cr FII Buy [----] Cr in F&O @CNBCTV18News #marketcues"
[X Link](https://x.com/anyuser/status/1367640403139207168) 2021-03-05T00:57Z 54.5K followers, [---] engagements
"HCL tech 1st Indian IT Services company to report standalone AI revenue Advanced AI revenue exceeding $100M this quarter Rev growth and margins ahead of est CC Rev growth at 2.4% vs est of 1.5% EBIT margins at 17.4% vs est of 17.1% EBIT margins expand [---] bps QoQ Deal wins expand 42% QoQ at $2.5b Overall Rev growth guidance at 3-5% Services guidance narrowed to 4-5% (vs 3-5% earlier). FY26 EBIT margin guidance maintained at 17-18%. #2QwithCNBCTV18 @hcltech #ITearnings #HCLTECH @CNBCTV18News #TechAtWork @ShereenBhan"
[X Link](https://x.com/anyuser/status/1977724697467871720) 2025-10-13T13:14Z 54.5K followers, 10.8K engagements
"Infosys to report Q1 results last and that too on a sunday Earnings calendar - Q1FY23 TCS: 8th July Wipro: 20th July HCL : 21st July Infosys : 24th July Board members too busy to meet or waiting to hear what others say"
[X Link](https://x.com/anyuser/status/1542372986564804608) 2022-06-30T05:02Z 54.5K followers, [---] engagements
"Just learnt of a young girl currently going to office who wants to switch to being a maid since it pays more Such a sad state of affairs Whats the point of education when we cant give them a decent paying job . Really job growth is the need of the hour"
[X Link](https://x.com/anyuser/status/971002661964103680) 2018-03-06T12:40Z 54.5K followers, [---] engagements
"TCS to not give salary increments as of now but will honour offers made to freshers @TCS @CNBCTV18News #Covid_19 impact"
[X Link](https://x.com/anyuser/status/1250800977826811904) 2020-04-16T14:59Z 54.5K followers, [---] engagements
"L&T info + Mindtree - Merger has biz Synergies portfolios are complimentary L&T info has greater presence in BFS vertical BFSI contributes 32.8% to LTI rev Mindtree has a greater presence in insurance retail Media communication @LTI_Global @Mindtree_Ltd"
[X Link](https://x.com/anyuser/status/1515981567201804288) 2022-04-18T09:12Z 54.5K followers, [---] engagements
"Dewan housing is dn 50% this week - [--] week challenge and not [--] yr challenge"
[X Link](https://x.com/anyuser/status/1091261195968045056) 2019-02-01T09:05Z 54.5K followers, [---] engagements
"US Covid update - New cases have climbed to their highest point since Jan avg 166000/day over the last [--] days - this is 4X as many cases and more than 2X as many hospitalizations vs same time last year despite 62% of American population vaccinated with at least one dose"
[X Link](https://x.com/anyuser/status/1433963561005436928) 2021-09-04T01:22Z 54.5K followers, [---] engagements
"brokerages on HCLTech - downgrades + EPS cuts CITI Downgrade to Neutral from Buy TP cut to Rs [----] from Rs [----] CLSA Downgrade to O-P from Buy TP cut to Rs [----] from Rs [----] Macquarie O-P TP cut by 3% to Rs [----] JP Morgan OW TP cut to Rs [----] from Rs 1430"
[X Link](https://x.com/anyuser/status/1449768754510979073) 2021-10-17T16:06Z 54.5K followers, [---] engagements
"Early morning motivation When you climb up the office steps"
[X Link](https://x.com/anyuser/status/1082805166217224192) 2019-01-09T01:04Z 54.5K followers, [---] engagements
"The festival of colour is here - Wishing every one a very happy holi :) @Nigel__DSouza @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1108268218941140992) 2019-03-20T07:25Z 54.5K followers, [---] engagements
"Make in india for the world -#2 and #3 @TCS_News @Infosys"
[X Link](https://x.com/anyuser/status/1486222756073328643) 2022-01-26T06:21Z 54.5K followers, [---] engagements
"Accenture reports strong Q1 Stock up 6.9% @Infosys ADR up 3.5% . Accenture reports 1) 25% jump in New order bookings + 2) 9% growth in outsourcing 3) ups FY21 guidance to 4-6% from 2-5% @CNBCTV18News Positive read through for Indian IT"
[X Link](https://x.com/anyuser/status/1339748930838437888) 2020-12-18T01:46Z 54.5K followers, [---] engagements
"INFOSYS BOARD TO CONSIDER PROPOSAL FOR EQUITY SHARE BUYBACK ON SEPTEMBER [--] #Infosys @Infosys @CNBCTV18News #StocksInFocus"
[X Link](https://x.com/anyuser/status/1965041416280891861) 2025-09-08T13:15Z 54.5K followers, 39.5K engagements
"Re quoting: RIL is trying to be the Apple Time Warner Amazon and Verizon of India all at once in a one-stop-shop strategy"
[X Link](https://x.com/anyuser/status/1014812705822162944) 2018-07-05T10:06Z 54.5K followers, [---] engagements
"bharti announces dates of Rs [-----] cr rights issue (price at Rs [---] /sh vs CMP of 736) Record date 28th Sept Issue Opening Date: Tuesday October [--] [----] Issue Closing Date: Thursday October [--] [----] @airtelnews @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1440831109537751043) 2021-09-23T00:11Z 54.5K followers, [---] engagements
"Japan to recruit [--] lakh Indian IT professionals. With US talking of clamping down on visas its good there is demand elsewhere Also japan has eased visa norms since start of year "
[X Link](https://x.com/anyuser/status/971782438429933568) 2018-03-08T16:19Z 54.5K followers, [---] engagements
"L&T tech - big rev upgrade. FY22 rev growth seen at 19-20% vs 15-17% earlier. $ rev growth at 5.7% vs 4.7% est . Margin expands [---] bps to 18.5% @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1450447504835694594) 2021-10-19T13:03Z 54.5K followers, [---] engagements
"Early morning wisdom with Bharat Iyer of JP morgan - says we have see. 13% earnings growth in 9m so far for Q4 - 9-10 of out [--] nifty earnings so far are inline. Should FY19 with 15% eps growth and guides for 18% for FY20. For a poll proof portfolio bet on Financials &consumer"
[X Link](https://x.com/anyuser/status/1122725845619990528) 2019-04-29T04:54Z 54.5K followers, [---] engagements
"CNBCTV18 inaugurates new office - bigger brighter and better with @vikramlimaye of @NSEIndia @CNBCTV18Live #cnbctv18at20"
[X Link](https://x.com/anyuser/status/1178518481903341568) 2019-09-30T03:54Z 54.5K followers, [---] engagements
"Infosys marketcap hit Rs [--] trillion earlier in the morning - hit life highs of [----] now at [----] Results on 14th Jan @Infosys up 11% this year and up 140% in the last [--] year @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1378976403333378048) 2021-04-05T07:42Z 54.5K followers, [---] engagements
"Street chasing Growth over valuations L&T info + Mindtree were expensive to begin with & now are even more expensive FY22e $ Rev growth FY23e valuations L&T info 25-26% 42X Mindtree 30% 43X ** consensus est"
[X Link](https://x.com/anyuser/status/1450337748712255493) 2021-10-19T05:47Z 54.5K followers, [---] engagements
"My school AVM - building blocks of my success https://x.com/avmalumni/status/1022377161536282624 #AVM alumna @Reematendulkar and her fabulous jouney is now live on our Facebook page https://t.co/65W2PxAbDq . Our girl with the beaming smile and confident eyes #aryavidyamandir #avmalumni #success #motivation https://t.co/rCtVnbvQ8G https://x.com/avmalumni/status/1022377161536282624 #AVM alumna @Reematendulkar and her fabulous jouney is now live on our Facebook page https://t.co/65W2PxAbDq . Our girl with the beaming smile and confident eyes #aryavidyamandir #avmalumni #success #motivation"
[X Link](https://x.com/anyuser/status/1022432290859667456) 2018-07-26T10:43Z 54.5K followers, [---] engagements
"#AVM alumna @Reematendulkar and her fabulous jouney is now live on our Facebook page . Our girl with the beaming smile and confident eyes #aryavidyamandir #avmalumni #success #motivation http://fb.me/avmalumni http://fb.me/avmalumni"
[X Link](https://x.com/anyuser/status/1022377161536282624) 2018-07-26T07:04Z [---] followers, [--] engagements
"Thought for the day Repost"
[X Link](https://x.com/anyuser/status/1480926092902993929) 2022-01-11T15:34Z 54.5K followers, [---] engagements
"L&T info: Super strong results Actual Est $ Rev 8.6% 6.7% EBIT [----] 17.4% CC Rev growth at 9.2% QOQ and up 30.1% YOY Co delivers best ever quarterly sequential growth since listing 9m FY22 $ Rev growth is at 25.3% @LTI_Global"
[X Link](https://x.com/anyuser/status/1483804170008547329) 2022-01-19T14:10Z 54.5K followers, [---] engagements
"OMG Spain also out of the #FIFA18 The real hero Russian goal keeper"
[X Link](https://x.com/anyuser/status/1013462950458417152) 2018-07-01T16:42Z 54.5K followers, [---] engagements
"Vodafone idea annual report released last night. FY21 in numbers: subs market share on VLR stands at 25.7% Wireless Rev Market Share at 23.2% Loss of Rs [-----] cr Networth at [--------] cr Debt at Rs [----] lk cr vs Rs [----] lk cr"
[X Link](https://x.com/anyuser/status/1435063758599036936) 2021-09-07T02:13Z 54.5K followers, [---] engagements
"Hahaha - even the fastest man on earth can't outrun this #Rio2016"
[X Link](https://x.com/anyuser/status/765192450168135680) 2016-08-15T14:24Z 54.5K followers, [---] engagements
"Vodafone Idea MD says to papers Co will survive and be competitive in the market Co will invest the cash saved through the 4-year moratorium into expanding its network and participating in 5G auctions government had taken care of all concerns of potential investors"
[X Link](https://x.com/anyuser/status/1440839969061232644) 2021-09-23T00:46Z 54.5K followers, [---] engagements
"Best team ever @CNBCTV18Live . Happy Diwali"
[X Link](https://x.com/anyuser/status/663953771160993792) 2015-11-10T05:38Z 54.5K followers, [---] engagements
"Attrition increases across the board & is a concern: Infosys at 20.1% vs 13.9% = jump of [---] bps Wipro 20.5% vs 15.5% = jump of [---] bps TCS 11.9% vs 8.6% = jump of [---] bps @CNBCTV18News @TCS_News attrition industry leading"
[X Link](https://x.com/anyuser/status/1448249154912673795) 2021-10-13T11:28Z 54.5K followers, [---] engagements
"TEJAS NETWORKS - sequential recovery for the 3rd straight qtr Q3 Rev growth at 23% QoQ up 56% YoY EBITDA at 10.1% vs 0% PAT at Rs [---] cr vs loss of Rs [------] cr Strong orderbook position at Rs [---] cr Cash on book at Rs 335cr @CNBCTV18News @TejasN_Official"
[X Link](https://x.com/anyuser/status/1352086008179916802) 2021-01-21T02:49Z 54.5K followers, [---] engagements
"infosys up 44% since Q1 beat Will Q2 surprise or is it in the price Stk at life high $ Rev seen up 4.3% CC Rev seen +2.5% EBIT% seen at 23% vs 22.7% Kotak expects Rev guidance raise to 1-3% UBS to 1-2.5% vs 0-2% earlier while Citi CLSA unchanged @Infosys @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1315851590746726400) 2020-10-13T03:07Z 54.5K followers, [---] engagements
"Another blockbuster qtr from @LTI_Global Rev growth much ahead of est Actual Est $ Rev 8.25% 5.4% EBIT % 17.2% 16.8% Co reports strongest QoQ rev growth and best ever Q2 of 8.9% in CC Crosses the $ [--] billion annual rev run rate @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1450098466890215429) 2021-10-18T13:56Z 54.5K followers, [---] engagements
"BHarti beats-both India & Africa strong India wireless sees sharp rebound after Q1 impacted lockdown Rev up 7.4% vs est of 3.5% QOQ Margins up [---] bps vs est of [--] bps QoQ Margins at 42.6% vs 19.1% in 6qtrs ARPU up 3.2% QoQ adds 14.4m 4G subs QoQ @airtelnews @CNBCTV18News"
[X Link](https://x.com/anyuser/status/1321092304397049857) 2020-10-27T14:12Z 54.5K followers, [---] engagements
"#Wimbeldon - it took #Federer [--] yrs to win the title again the whole while he believed he could even everyone wrote him off.#powerofdreams"
[X Link](https://x.com/anyuser/status/886605006853480449) 2017-07-16T15:14Z 54.5K followers, [---] engagements
"#NiravModiLoot - thank god atleast the fraud surfaced before the IPO guzzled retail money"
[X Link](https://x.com/anyuser/status/965416013431848960) 2018-02-19T02:41Z 54.5K followers, [---] engagements
"Cognizant says 20%+ of their code is already written by AI and when asked to guess how much it will contribute in future to code writing CEO Ravi Kumar said Wont be surprised if it is 50%+ Top tech CEOs around the world are embracing AI for coding. #SatyaNadella said AI is writing 30% of @Microsoft 's code #SundarPichai revealed 25% of new code at @Google is AI-generated while #MarkZuckerberg predicted that most of @Meta 's code will be written by AI in the next 12-18 months and that AI-generated code will be better than the work of most engineers. The numbers dont surprise but the question"
[X Link](https://x.com/anyuser/status/1918484036818981369) 2025-05-03T01:53Z 54.5K followers, 18.8K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Reematendulkar Reema Tendulkar
Reema Tendulkar posts on X about ipo, india, stocks, strong the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +2,658%
- [--] Month [-------] +4.80%
- [--] Months [-------] +1,409%
- [--] Year [-------] +476%
Mentions: [--] #
- [--] Week [--] +457%
- [--] Month [--] +81%
- [--] Months [---] +303%
- [--] Year [---] +472%
Followers: [---------] #
- [--] Week [------] +0.31%
- [--] Month [------] +0.44%
- [--] Months [------] +1.40%
- [--] Year [------] +2.90%
CreatorRank: [-------] #
Social Influence
Social category influence finance 37.44% stocks #4401 countries 11.89% technology brands 9.25% automotive brands 1.76% financial services 1.76% exchanges #728 travel destinations 0.88% social networks 0.88% events 0.44%
Social topic influence ipo 8.37%, india 7.93%, stocks #832, strong 6.17%, ai 5.73%, we are 2.2%, tariffs 2.2%, $googl 2.2%, biz 2.2%, china 1.76%
Top accounts mentioned or mentioned by @cnbctv18news @cnbctv18live @nimeshscnbc @infosys @shereenbhan @prashantnair @nigeldsouza @tcs @lathavenkatesh @tcsnews @ltiglobal @wipro @sonalbhutra @nvidia @hcltech @airtelnews @tanlaindia @grok @pavitraparekh1 @surabhiupadhyay
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Accenture (ACN) Infosys Limited (INFY) IBM (IBM) Goldman Sachs (GS) ServiceNow Inc (NOW) Charles Schwab Corporation (SCHW) Ameriprise Financial, Inc. (AMP) GLOBANT S.A. (GLOB) AppLovin Corporation (APP)
Top Social Posts
Top posts by engagements in the last [--] hours
"Indian IT has navigated disruption waves before from Y2K to Cloud The big question now is whether what we are seeing in AI and pace of innovation makes the disruption similar to past cycles when IT cos successfully pivot and grow or is it different this time Whats your view @CNBCTV18News @ShereenBhan #ITSelloff IT Stocks Under Pressure - Nifty IT down 10% in [----] so far TCS falls 12%; Wipro hits 52-week low - Global software majors slump up to 30% Are AI fears overblown @reematendulkar decodes @CNBCTV18News #CNBCTV18Market #ITStocks #AI #AIConcerns #TechStocks https://t.co/FXUay7eUSy"
X Link 2026-02-12T07:33Z 54.5K followers, [----] engagements
"India EU trade deal impact on Autos According to GS estimates a European car priced at [-----] would land at approximately [----] lakh in India under the revised tariff structure. M&M premium models like XUV700 and Scorpio-N are in [--] lakh+ segment 12.9% of M&M domestic volumes are above Rs [----] lk which is higher than peers: Hyundai at 8.7% ttata Motora PV at 2.8% Maruti at 0.2% But domestic car biz is only 30% of M&M est PAT (balance from tractors + holdings in financial serv and others) GS says even Assuming 50% drop in volumes in M&M cars priced above Rs [----] lk for M&M impact on profits will"
X Link 2026-01-27T06:45Z 54.3K followers, 28.8K engagements
"Concor to CNBCTV18 FY26 outlook Will meet guidance of 13% overall volume growth given at the start of the year (10% Exim & 20% Domestic volume growth) Currently Slightly short on meeting Domestic guidance (20% growth). But Will see good Domestic Loading in Q4 due to Bulk Cement Biz FY26 Capex target has been increased by 23% by the board to [----] Cr Long term guidance Will get 15% growth in EXIM and 20% growth in domestic volumes over the next [--] yrs Target overall revenue [-----] Cr by FY29 #3QWithCNBCTV18 #ContainerCorporation @concor_india @CNBCTV18News #StocksInFocus #3QWithCNBCTV18"
X Link 2026-01-30T05:29Z 54.3K followers, [---] engagements
"Kotak on Tech Plenty of panic over a little flutter Believe market reaction has been disproportionate to actual near-term Progress in GenAI is largely in line with expectations. Kotaks base case remains a 23% net revenue growth headwind over [--] years peaking in FY27E Downside risks stem from unknown future breakthroughs not current proven disruption. Claims around drastic compression of ERP/SAP timelines (as cited by Palantir) may not be universally applicable given real-world complexity New Claude plugins expand use cases real-world impact remains unproven. @CNBCTV18News @ShereenBhan"
X Link 2026-02-05T06:42Z 54.3K followers, [----] engagements
"Global Tech Rout deepens as Big Tech" spending concerns spooks investors. Big tech capex numbers Amazon $200b Google $175- 185b Meta $115-135b Microsoft : Spent $37.5 Billion in recent qtr annualizing $150b The fear is rising fear that Big Tech is stuck in a game where they must spend to survive But Qs is will it provide returns Unlike data centers that lasted a decade AI GPUs are said to have a much shorter "useful life" before they are rendered obsolete by the next chip Tech stocks sell off is telling us that strong earnings no longer matter street is concerned Amazon shares dn 4.5%"
X Link 2026-02-06T02:48Z 54.3K followers, [----] engagements
"Vodafone Idea in focus Promoter KM birla bought [----] cr shares on 30th Jan and [----] cr shares on 1st Feb This is 0.03% of o/s shares Promoters hold 25.5% stake in the co Is Promoter buying vote of confidence CMP at [-----] vs 52week high of [----] hit in Dec post AGR relief Stk off 13% from [--] week highs #StocksInFocus @nimeshscnbc @VodafoneIN_News @AdityaBirlaGrp @CNBCTV18News https://twitter.com/i/web/status/2020693123761086487 https://twitter.com/i/web/status/2020693123761086487"
X Link 2026-02-09T02:55Z 54.3K followers, [----] engagements
"All smiles this Monday morning and hoping its only a [--] day week Set up looks good 1) India US framework for an interim deal 2) Monster US rebound -Dow up [----] pts and closes above 50k 3) FII buying of [----] cr in cash 4) SBI - Solid Q3 and ups loan guidance"
X Link 2026-02-09T03:22Z 54.3K followers, [----] engagements
"Nifty IT index dn 2.5% today dn 10% YTD TCS and Wipro hit fresh [--] week lows today Birlasoft is the only midcap stk with a positive YTD gain TCS dn 9% in the last [--] yrs - negative returns over [--] yr period But its a global problem Servicenow Salesforce dn 25-30% YTD @CNBCTV18News @ShereenBhan #TechAtWork #CNBCTV18 #MarketUpdate #Technology #TechNews Big Sell-Off In Global #IT Services Stocks - Nifty IT index down 7.5% this year 13.5% off lows - @TCS and @Wipro are 1.5% away from 52-week lows @Reematendulkar #CNBCTV18Market @Infosys #Cognizant #Accenture https://t.co/c85h8MEILS Big Sell-Off In"
X Link 2026-02-12T03:50Z 54.5K followers, [----] engagements
"Citi on Indian IT services Why is this cycle different (vs. Cloud/SaaS) Unlike the move to the Cloud this AI shift has unique challenges: Incumbency Risk: Indian IT has doubled in size since the Cloud era. It is now the "dominant player" being disrupted rather than the strong challenger Cloud impacted infrastructure; AI impact is more pervasive New Rev streams are small exploratory (not able to offset the loss in traditional work) Citi has a cautious view on the sector @CNBCTV18News @ShereenBhan @_prashantnair @nimeshscnbc #Technology #Technews #TechAtWork"
X Link 2026-02-12T03:55Z 54.5K followers, 44.6K engagements
"Infosys adr dn another 4.4% and Wipro dn 3.3% Nasdaq dn 0.3% The pain continues @CNBCTV18Live"
X Link 2026-02-12T15:09Z 54.5K followers, 41.2K engagements
"JP Morgan Software stocks globally are facing their worst non-recessionary drawdown in over three decades down 34% wiping out nearly $2 trillion in market cap and shrinking their weight in the S&P [---] from 12% to just 8.4%. ** report dated 10th Feb Back home the sell off continues in Indian Tech majors - TCS now dn 40% from all time peaks Fall from All time high levels TCS 40% Infosys 31% Wipro 41% HCLTech27% Tech M 17% LTM 31% Persistent20% Coforge29% @ShereenBhan @CNBCTV18News #Techselloff #cnbctv18live"
X Link 2026-02-13T02:26Z 54.5K followers, 50.4K engagements
"Valuations A PEG ratio of more than two times for a 56% growth industry is high. PE of more than three times for midcaps growing at 1012% is also high. I would assign maybe 1215x to large caps and 1520x to midcaps. For the last [----] months Ive been massively negative on the valuation that asset managers are assigning. On Corrections Large caps still need minimum 20% correction to become reasonable and investable. On Midcaps : 4050% correction could still happen. We probably have at least [--] months more before growth can pick up. On growth Rev could see a 45% negative impact for a few years"
X Link 2026-02-13T05:01Z 54.5K followers, [----] engagements
"Poly Medicure on growth H2 Growth To Be Better Than H1 By 20% FY27 Looks More Promising On India US trade deal US-India Trade Deal Should Impact Med-Tech Industry Positively Most Projs Were Stalled US-India Trade Deal Makes Us More Competitive Vs China US Exports Of Med-tech At $750 m Vs Total Exports At $4 Bn On impact due to dumping by China in Renal biz Bigger Issue Is That China Med Devices Are Being Sold Below The Import Price Should End The Year With 25-28% Growth In Renal Biz See Similar Growth In FY27 #3QWithCNBCTV18 @Polymedicure Reports Mixed #Q3FY26 Numbers MD Himanshu Baid"
X Link 2026-02-10T09:55Z 54.4K followers, [----] engagements
"Junior reporters big questions and bigger smiles 'We want to become journalists.I want to report on Gold.' Students from Aditya Birla World Academy took over the CNBC-TV18 newsroom brimming with curiosity confidence and big questions. Heres a glimpse. @Reematendulkar @latha_venkatesh #AdityaBirlaAcademy #Students https://t.co/f2lfoTjrZs 'We want to become journalists.I want to report on Gold.' Students from Aditya Birla World Academy took over the CNBC-TV18 newsroom brimming with curiosity confidence and big questions. Heres a glimpse. @Reematendulkar @latha_venkatesh #AdityaBirlaAcademy"
X Link 2026-02-10T15:30Z 54.5K followers, [----] engagements
"Latest AI fear to grip markets - disrupt financial advisory cos LPL Financial (LPLA): -8.3% Charles Schwab (SCHW): -7.4% Raymond James (RJF): -8.75% Ameriprise (AMP): -6% Trigger: AI start up Altruist unveiled a new AI Tax Planning tool (Hazel). It can read a client's 1040s pay stubs and account statements and generate a fully personalized high-level tax strategy "within minutes." This Triggered wider contagion across the sector @CNBCTV18News @ShereenBhan @_prashantnair #TechNews #Markets https://twitter.com/i/web/status/2021412651658772863 https://twitter.com/i/web/status/2021412651658772863"
X Link 2026-02-11T02:35Z 54.5K followers, [----] engagements
"JPM on Voda Idea Downgrade to Underweight TP at [--] Stk has rallied 18% since the Analyst Day on 28thJan massively outperforming the Niftys 2.4% rise Believe Stk outperformance is overdone Co is still awaiting bank funding which is critical to kick-start the next leg of its capex cycle. The Rs 18k cr FPO in 1QFY25 helped slow subscriber losses but it was still not able to add positive net subscriber additions. At 15x FY27 EV/EBITDA the stock appears to be pricing in most of positives already But on the other hand: KM Birla acquired [----] cr shares From Jan 30- Feb [--] #StocksToWatch #VodafoneIdea"
X Link 2026-02-12T04:07Z 54.5K followers, [----] engagements
"DLF to CNBCTV18 Intent is to remain debt-free Rs [-----] cr parked in RERA accounts meaningful free cash generation to begin from FY2728. Aim to increase dividend every year. Q3 Dahlias sales pause was purely mechanicalproject redesign + pending RERA approval Dahlias sales have restarted and will be visible in Q4 numbers. Luxury demand in NCR remains strong for quality developers #3QWithCNBCTV18 #DLF Gains Post Q3FY26 Numbers. Company Turns Gross Debt-Free For The 1st Time Since IPO MD Ashok Kumar Tyagi to @CNBCTV18News - Will have significant disposable cash from FY27-28 - Restarted sales in"
X Link 2026-02-10T09:59Z 54.5K followers, [----] engagements
"Titan to @CNBCTV18News On Q3 Volumes 40% Rev growth driven by prices of growth buyer growth has been flat Studded jewellery saw Single digit low buyer growth Gold jewellery has seen very minor negative growth in buyer growth On Q4: January demand remained strong despite gold price volatility. Titans Festival of Diamonds campaign saw good traction especially in studded jewellery. Studded ratio Studded mix slipped to 26% mainly due to surging gold prices not weak diamond demand. Absolute studded jewellery growth remains healthy. On Lab grown diamond strategy Currently exploratory phase no fixed"
X Link 2026-02-11T07:05Z 54.5K followers, [----] engagements
"Apollo Hopsitals to @CNBCTV18News Stk up 4.5% What changed this quarter: Insurance Access Insurance partnerships and rate resets closed end of last quarter reflecting in Q3 numbers. Volumes from insurance up with 8% of volume growth coming from insurance. Insurance patients now 48% of total volumes up from 43%. ARPP - Average Revenue per Patient Outlook Q3 11% ARPP growth driven by intentional case-mix improvement and higher-end clinical work. Double-digit ARPP may not sustain expected to normalize to 56% growth with volumes driving operating leverage Digital Health Business Digital losses"
X Link 2026-02-11T07:18Z 54.5K followers, [----] engagements
"BlackBox to @CNBCTV18News Stk dn 4% On acquisition Acquisition gives Blackbox scale entry into LATAM with Brazil seen as a high-growth tech spend market Company expects around [--] crore EBITDA contribution post-integration. Deal seen as earnings-accretive Funding through a mix of internal accruals and $2530 mn incremental debt RoCE target of 25%+ maintained. FY26 guidance lowered due to execution delays FY26 revenue guidance revised to [----] crore vs 6750-7000 cr at 9% margin Long term guidance Organic growth guidance seen at 12-15% over the next 3-4 yrs With accretive Acquisitions targeting a"
X Link 2026-02-12T05:11Z 54.5K followers, [----] engagements
"Ed Yardeni on the global software selloff AI has turned Big Tech into a Game of Thrones everyone competing with everyone. The AI trade has shifted investors are moving from AI winners to AI-immunity stocks. Flows are rotating toward old-economy sectors like energy industrials and materials. @yardeni @CNBCTV18News #GlobalMarkets #Nifty #Technology #TechNews Global Opinion Ed Yardeni of @yardeni to @CNBCTV18News - US govt now has clearer room for fiscal stimulus higher defence spending as #inflation pressures have eased - #AI disruption is driving fierce tech competition with long-term outcomes"
X Link 2026-02-12T05:17Z 54.5K followers, [----] engagements
"Good morning Brutal sell off again in software names - AI-phoria has really become AI-phobia Infosys ADR -9.8% Wipro ADR -4.6% Accenture -3.6% Cognizant -7% Globant -11% EPAM -8.3% Palantir -4.8% AMD -3.5% Apple -5% IBM -6.5% Applovin -20% Nasdaq dn 2% @CNBCTV18News #Nifty50 #DalalStreet #IndianStockMarket #CNBCTV18 https://twitter.com/i/web/status/2022101406736691446 https://twitter.com/i/web/status/2022101406736691446"
X Link 2026-02-13T00:11Z 54.5K followers, 25.9K engagements
"BoFa US economist Aditya Bhave on CNBCTV18 US Economy Were bullish on growth expecting around 2.8% GDP growth this year. Fiscal policy turning easier and AI-related capex should support growth into [----]. The big beautiful bill could add 0.30.4% to GDP Lagged effects of the Feds [--] bps rate cuts from last year will also support growth. Consumer spending remains in good shape and the economy has weathered major disruptions. Fed view Were not convinced the economy needs more rate cuts right now. Our base case with low conviction is about two rate cuts likely in summer Big picture outlook The big"
X Link 2026-02-13T05:12Z 54.5K followers, [----] engagements
"Senco Gold to CNBCTV18 Q3 Volumes & Demand Gold volumes were down 34% while diamond volumes grew about 10% in q3 We are already midway through Q4 and expect 2530% value growth. Customers are gradually adjusting to higher gold prices. On margins Q3 EBITDA margin expanded to 13.2%. About 2.53% margin uplift came from lower hedging and rising gold prices. On Silver on Non jewellery Silver contributes only 11.5% of overall revenue minimal impact on profitability. Non-jewellery categories like leather and lifestyle products are long-term bets contribution is still below 1%. Studded ratio Studded"
X Link 2026-02-13T05:27Z 54.5K followers, [----] engagements
"Kotak IE upgrades #JustDial to BUY TP at [---] vs [---] raise FY24-26 EPS by 17-19% Cash Rs [----] cr provides support 2Q rev have managed to reach back to 2QFY20 levels but EBITDA is 7.7% lower thn 2QFY20 levels Co scales dn transaction-based platforms - JDXperts & JDShopping"
X Link 2023-10-25T06:07Z 51.1K followers, [----] engagements
"#Indiamart dn 5% despite steady rev growth 1) Margins [---] bps YOY and [---] bps QOQ 2) Customer adds at a multi-quarter low [----] (vs avg of 6-8k every qtr). Price hikes led to churn Co has refrained from giving near term subs adds guidance 3) Nuvama downgrades HOLD"
X Link 2023-10-30T04:16Z 51.1K followers, [----] engagements
"#NIITLearningSolution Q2FY24 QOQ Rev -0.1% at Rs [-----] cr vs Rs [------] cr EBITDA % 23.5% vs 22.3% PAT -14.9% at Rs [----] cr vs Rs [----] cr PAT lower due to higher taxes & a one-off expense towards scheme of arrangement CC rev -2% QOQ up 21% YOY Organic Rev +7% YoY & +2% QoQ"
X Link 2023-10-30T09:21Z 52.5K followers, [---] engagements
"#KPITTech Q2 QOQ $ Rev up 8.4% at $145.2m vs $133.9m EBITDA % at 20% vs 19.5% FY24 guidance raised FY24 CC Rev Growth increased to 37%+ from 27% - 30% earlier EBITDA % increased to 20%+ from 19%-20% earlier @CNBCTV18News"
X Link 2023-10-30T09:22Z 51.1K followers, [----] engagements
"#Bharti india mobile wireless India Rev growth at 2.7% QOQ This is driven by 1.5% ARPU + 1.1% subs adds Rev QOQ Subs growth arpu Bharti 2.7%3.7M203 Jio2.94%11.2M181.7 Vi0.6%-1.6M142 @CNBCTV18News"
X Link 2023-10-31T11:47Z 51.1K followers, [----] engagements
"H1 organic Growth Is 35% H2 OrganicWill Be Stronger Than H1 Confident About FY24 Margin Of 19% Biz has margins of 30%+ but co is investing into the co in technology sales marketing etc Intend To Make This $1 Bn Revenue Co Have A Couple Of M&A Candidates In Our Pipeline"
X Link 2023-11-03T07:43Z 51.1K followers, [----] engagements
"#StarHealth On @CNBCTV18News Claims Were Higher Due To Increased Dengue Cases Poised To Grow More Than 20% In H2FY24 Should Achieve Target Of 20% Growth In FY24 Lost 2-3% Due To Underwriting Call Of Letting Go Of High Loss Biz In Certain Geographies"
X Link 2023-11-06T05:15Z 51.1K followers, [---] engagements
"Nifty moves Monday +181 Friday +97 Thurs +144 Wed [---] Tues [---] Asia lower Kospi dn 2.5% Nikkei dn 1% Hang Seng dn 1.24%"
X Link 2023-11-07T03:06Z 51.1K followers, [----] engagements
"Primary market this week Names dates Size Indian Re Energy Dev Agency 21-23rd [----] cr Tata Tech 22-24 [----] cr FedFina 22-24 [----] cr Flair Writing 22-24 [---] cr Gandhar oil ref 22-24 [---] cr"
X Link 2023-11-20T02:12Z 51.2K followers, [----] engagements
"#TCS US Supreme Court rejected Cos petition to file an appeal against Court of Appeals order Must pay punitive damages award of $140 m passed by District Court of Wisconsin To make balance provision of $125 m in its Q3 financial statements as an exceptional item"
X Link 2023-11-21T12:53Z 51.2K followers, [----] engagements
"#TataTech #IPO raises [---] cr from [--] investors at Rs 500/sh"
X Link 2023-11-21T14:34Z 51.2K followers, [----] engagements
"Cello World says Price Revision Of 5-6% Impacted H1 Rev Growth H2 Revenue Growth Seen At 18-20%"
X Link 2023-11-30T05:57Z 51.2K followers, [----] engagements
"IT earnings season is upon us Thurs: #Infosys #TCS Fri: #Wipro #HCLTech Comprehensive update on expectations drivers and what to watch #earnings #QSQT Q3 will be another weak quarter for the I.T. sector driven by weak seasonality higher than usual furloughs and weakness in discretionary demand. In our special segment #QuarterSeQuarterTak @reematendulkar lines up all the estimates for #IT in Q3FY24 https://t.co/hgVpSOZrjG #QSQT Q3 will be another weak quarter for the I.T. sector driven by weak seasonality higher than usual furloughs and weakness in discretionary demand. In our special segment"
X Link 2024-01-09T06:44Z 52.7K followers, [----] engagements
"#Infosys Q3FY24e QOQ $ rev dn 1.8% at $4634m vs $4718 EBIT % at 20.4% vs 21.2% PAT dn 2.7% at Rs 6043cr vs Rs [----] cr ***CNBC TV18 poll Rev growth is seen dn 1.6% in CC FY24 CC rev guidance seen at 1-2% vs 1- 2.5% #3QWITHCNBCTV18 #Infosys Q3 Results Preview: Upper end of revenue growth guidance may be cut @Reematendulkar https://t.co/8q5gkZjcw9 #Infosys Q3 Results Preview: Upper end of revenue growth guidance may be cut @Reematendulkar https://t.co/8q5gkZjcw9"
X Link 2024-01-10T10:00Z 53.7K followers, [----] engagements
"Wipro says Thierry Delaporte CEO and Managing Director. we are starting to see early signs of a return to growth in Consulting as demonstrated by the double-digit growth in order bookings in our Capco business. Consulting recovering is a big psitive for Wipro # Wipro Beats muted expectations Actual Est CC Rev -1.7% -2.7% EBIT % 16% 15.2% EBIT % are dn [--] bps QOQ Total bookings at $3.8 billion up by 0.2% QoQ large deal bookings at $0.9b vs $1.3b QOQ up 20% YOY Q4 guidance at -1.5% to +0.5% in CC # Wipro Beats muted expectations Actual Est CC Rev -1.7% -2.7% EBIT % 16% 15.2% EBIT % are dn 10"
X Link 2024-01-12T11:15Z 51.6K followers, [----] engagements
"Why is it that the fresher salary for engineers has not increased We guide freshers about the path they can take to double their salary says TCS management when asked about salaries of freshers stepping into the office from engineering colleges. #TCS CHRO Milind Lakkad also adds that the starting salary is based on the talent of the cadre https://t.co/WZalzPTRUx We guide freshers about the path they can take to double their salary says TCS management when asked about salaries of freshers stepping into the office from engineering colleges. #TCS CHRO Milind Lakkad also adds that the starting"
X Link 2024-01-15T00:43Z 51.1K followers, [----] engagements
"#MediAssist IPO opens today Price 397-418 Size [----] cr Pure OFS Its an intermediary for health insurance (not life) Gets a fee/yield from insurance cos Co is profitable funded all acquisitions with cash on books (140cr) Market share 20% Watch IPO of Medi Assist a Bengaluru-based third-party administration services provider to insurance cos is set to open next week. @Reematendulkar catches up with Chairman Dr Vikram Chhatwal & CEO Satish VN Gidugu about the company's market share Watch here: https://t.co/yKB5GF3Xi1 https://t.co/4NQMcCCuJb IPO of Medi Assist a Bengaluru-based third-party"
X Link 2024-01-15T04:44Z 51.5K followers, [----] engagements
"#HCLTech up 3% post results Mgmt says "we have had a sixer of a qtrr" Co confident about Q4 as it needs to achieve 1.6-3.5% (services biz) to meet guidance But CLSA not convinced Downgrade to U-P frm O-P TP [----] Bunching up of multiple catalysts leads to a strong beat #3QWithCNBCTV18 Services biz needs to deliver 1.6-3.5% growth in #Q4 to meet guidance says Ramachandran Sundararajan of #HCLTech. Prateek Aggarwal tells @Reematendulkar that software division saw a solid 32% growth QoQ and 5% YoY WATCH: https://t.co/nXOecujMuO #3QWithCNBCTV18 Services biz needs to deliver 1.6-3.5% growth in #Q4"
X Link 2024-01-15T09:44Z [--] followers, [----] engagements
"#newgensoftware Strong results continue Stk up 350% in the last [--] yr Q3 Rev up 10.4% QOQ and up 27% YOY [--] m Rev growth at 30% EBITDA margins expand to 23.8% vs 195% QOQ and vs 23.1% YOY Annuity Rev are 59% of Rev growth driven by India @CNBCTV18Live"
X Link 2024-01-16T09:52Z 51.7K followers, [----] engagements
"Listen in to why he likes #MCX - The largest derivative commodity exchange in India #CelloWorld - successful history of diversification into various consumer-facing categories such as consumerware plastic moulded furniture and writing instruments I very much enjoyed my interview with @Reematendulkar and @PavitraParekh1 on @CNBCTV18Live. https://t.co/IOSe881hCJ I very much enjoyed my interview with @Reematendulkar and @PavitraParekh1 on @CNBCTV18Live. https://t.co/IOSe881hCJ"
X Link 2024-01-23T07:33Z 51.1K followers, [----] engagements
"#TataElxsi is dn 5% 1) Misses Est reported 3.0% c/c qoq revenue growth vs kotak est 5.1% qoq) 2) high valuations PE at 52X MS - UW TP cut to Rs [----] kotak Sell TP [----] HDFC SELL TP [----] @CNBCTV18News #3QWithCNBCTV18"
X Link 2024-01-24T05:06Z 51.1K followers, [----] engagements
"#NetwebTech says Maintain Rev guidance of 40% Gross margins range of 25-26% and PAT margins range of 10-10.5% (max 11%) AI Rev contribution to rise to 15-16% in FY25 (VS 10% currently) led by Nvidia partnership @netwebtech #3QWithCNBCTV18 Gross Margin will be in the range of 25-26% says Sanjay Lodha Chairman & MD of Netweb Technologies (@NetWebTech). Tells @Reematendulkar & @SurabhiUpadhyay that Artificial Intelligence business revenue is up 340% YoY Watch here: https://t.co/ZZR0nQSnFR #3QWithCNBCTV18 Gross Margin will be in the range of 25-26% says Sanjay Lodha Chairman & MD of Netweb"
X Link 2024-01-24T07:53Z 51.1K followers, [---] engagements
"#EnteroHealth IPO to open on 9th Feb Co is being offered at a Valuation of 209X Price [----] to Rs [----] (6mFY24 EPS at [----] loss making prior to that) Profit / Loss H1FY24 +11.6 cr FY23 [-----] cr FY22 [-----] cr FY21 [-----] cr #IPOKYC Entero Health is being offered at 209x FY24e P/E how does the co explain the valuations @Reematendulkar #IPOKYC #Market #IPO https://t.co/WFwKtO36FG Entero Health is being offered at 209x FY24e P/E how does the co explain the valuations @Reematendulkar #IPOKYC #Market #IPO https://t.co/WFwKtO36FG"
X Link 2024-02-06T09:01Z 51.6K followers, [---] engagements
"Is Calcutta's legendary bakery Flurrys going pan India Flurry's has [--] outlets as of now contributing 7% to Rev with market leading margins of 20% Co to aggressively scale up #Flurrys & go Pan India in less than 5yrs full show: #IPOKYC #ParkHotels Kolkata's iconic bakery & cake shop #Flurrys is coming to every part of India soon. Speaking to @Reematendulkar Priya Paul of Park Hotels says the plan is to have a pan India presence in less than [--] yrs. #Watch the full show here: https://t.co/NUpDHgbwlU https://t.co/CNWywwZAbq Kolkata's iconic bakery & cake shop #Flurrys is coming to every part of"
X Link 2024-02-06T09:13Z 51.6K followers, [---] engagements
"#ParkHotels expansion plans Park Hotels has [----] operational rooms across [--] hotels and wants to expand rooms by [----] How will co fund it when do these rooms become operational #Watch the full show here: #IPOKYC #ParkHotels Park Hotels is India's 8th largest hotel chain company what are the cos expansion plans Speaking To @Reematendulkar Priya Paul Chairperson of Park Hotels says they are eyeing to have a [--] hotel portfolio by [----] from the current [--] hotels. Watch: https://t.co/NUpDHgbwlU https://t.co/tILazuKXPc Park Hotels is India's 8th largest hotel chain company what are the cos"
X Link 2024-02-06T09:17Z 51.6K followers, [---] engagements
"#EnteroHealthcare IPO opens on 9th Feb Co is distributor of healthcare products Valuation at 209X Price [----] to Rs [----] 6mFY24 EPS at [----] (loss making before that) Total size Rs [----] FY23 Rev [----] EBITDA % 2.9% Loss [----] cr #IPOKYC Entero Health turned profitable for the first time in its history in H1FY24. Will the co stay profitable going forward And is there scope to improve their EBITDA margin of 2-3% #EnteroHealth #IPOKYC #markets @Reematendulkar Watch: https://t.co/NNr5iyn5tK https://t.co/xbjYSqefXL Entero Health turned profitable for the first time in its history in H1FY24. Will the"
X Link 2024-02-06T10:00Z 51.6K followers, [---] engagements
"#SamsungElectronics Announces Earnings Guidance for Q1CY24 Rev seen up 11% Operating profit +931% This is driven by rise in semi chip prices Taiwan earthquake could further compress supply. Alert [----] Samsung Electronics profits dropped 85% YOY #TechAtWork"
X Link 2024-04-05T05:08Z 52.2K followers, [----] engagements
"CNBC-TV18 presents AI Dialogues in association with IBM where we focus on AIs transformative impact on the BFSI industry. In conversation with Avinash Raghavendra Head of IT Axis bank & Viswanathan Ramaswamy VP Technology Leader at IBM. #IBM @CNBCTV18News #AIDialogues"
X Link 2024-04-11T12:55Z 51.8K followers, [----] engagements
"Stocks in News #VodaIdea to launch FPO upto Rs 18k cr on 18th April Capital Raising Committee to meet today to consider & approve price band & discount Co to participate in road shows and interact with investors / analysts from April [--] @CNBCTV18News #StocksInNews #Markets"
X Link 2024-04-12T01:15Z 51.9K followers, [----] engagements
"#Birlasoft dn 2% as Disappoints on Rev and new TCV Rev growth at 1.6% vs est of 2.2% FY24 total deal wins were +0.9% and new deal wins -3.9% Nuvama downgrade to REDUCE as valuations expensive Nomura Retains buy TP [---] cash of $210mn gives levers to invest in capability"
X Link 2024-04-30T06:23Z 53.9K followers, [----] engagements
"#TataTech 1) Vinfast (one of the key clients) - expected ramp down hurt Rev in Q4 & will continue into Q1FY25 2) Valuations at 42X FYe PE Ambit- concerned about slowing EV investments globally Sell - TP [---] Kotak - Cautious on expensive valuations TP [---] @CNBCTV18Live"
X Link 2024-05-06T06:03Z 51.8K followers, [----] engagements
"Market Cues to watch LOK SABHA SPEAKER ELECTION VOTING @11AM Day [--] of telecom spectrum auction day [--] saw bids of 11k cr Inox green and Zee media bd to meet today for fund rasie HAL bd meet to consider dividend US New home sales data to be out"
X Link 2024-06-26T02:34Z 52K followers, [---] engagements
"Jio takes the lead and hikes telecom tariffs - avg appears to be 20%"
X Link 2024-06-27T12:53Z 52K followers, [----] engagements
"Nuvama Remain positive on #IT post recent volatility FY25 est have been adequately cut believe that post Q4FY24 result leaving little room for further downgrades Remain positive on LTIMindtree Infosys Coforge Persistent TCS HCL Tech and Firstsource. @CNBCTV18News"
X Link 2024-07-02T01:03Z 52K followers, [----] engagements
"#Defence stocks on fire AGAIN Mazagon Dock Shipbuilders UP 5% touched Rs [--] lakh cr market cap today Garden Reach Shipbuilding up 97% in the last [--] month up 200% YTD Cochin Ship up 45% in the last [--] month up 287% YTD"
X Link 2024-07-04T06:20Z 52K followers, [----] engagements
"Co says sees green shoots in US financial services BFSI rev up 7.9% Guidance upgrade led by - strong Q1 - strong deal wins which give visibility - - InTech acquisition @CNBCTV18News #infosys blockbuster Beat on Rev and margins CC Rev up 3.6% vs est of 2.5% Rev growth ahead of peers TCS 2.2% HCLT -1.6% LTIM +2.6% EBIT % up [---] bps at 21.1% vs est of 20.7% FY25 CC Rev guidance upgraded to 3-4% vs 1- 3% Margin guidance stays at 20-22 @CNBCTV18News #infosys blockbuster Beat on Rev and margins CC Rev up 3.6% vs est of 2.5% Rev growth ahead of peers TCS 2.2% HCLT -1.6% LTIM +2.6% EBIT % up [---] bps"
X Link 2024-07-18T11:11Z 52.1K followers, [----] engagements
"On the radar today Big block in Honasa Consumer of Rs [----] cr Paytm AGM [--] am onwards Listing: Shree Tirupati Balajee Rs [---] cr IPO with [---] X subscription Nifty weekly expiry Indian July IIP & Aug CPI at 5:30pm US PPI data ECB Interest Rate Announcement"
X Link 2024-09-12T03:24Z 52.7K followers, [--] engagements
"Big risk for our market is monsoon in the last month has not played out as well as expected This can hurt food inflation Therefore RBI may not cut as fast as street hopes FMCG earnings may see downgrades #Market Outlook '#FMCG could see 4-5% earnings cut if monsoon doesnt play out as expected' says Centrum's Manish Jain. Adds they have invested in #hospitals #metals & #IT recently @Reematendulkar @sonalbhutra #WATCH: https://t.co/XWQ1P0NnR9 #Market Outlook '#FMCG could see 4-5% earnings cut if monsoon doesnt play out as expected' says Centrum's Manish Jain. Adds they have invested in"
X Link 2024-09-18T09:28Z 52.7K followers, [----] engagements
"#TCS - margin miss Margins at 24.1% vs est of 24.9% Margins have declined from 26% to 24.1% in [--] qtrs Profits dn 1.1% vs est of +3.1% $ Rev growth at 2.2% vs est of 2% India drives Rev - 95% YOY up 21% QOQ BFSI recovery continues - $ Rev up 1.9% QOQ vs 0.6% growth in Q1"
X Link 2024-10-10T11:18Z 52.7K followers, [----] engagements
"#WaareeTech to @CNBCTV18News Not concerned about oversupply from China due to performance quality and energy security reasons Waaree cost of production is $0.14-0.15 Sells at $0.19-0.2/pW China prices at $0.11 [-----] landed cost is 2-3 cents higher due freight etc #IPO IPO Corner Cell capacity of 2.5-2.6 GW in Gujarat will come on stream in Q4FY25 says management of #WaareeEnergies as company's Rs [----] cr #IPO opens for subscription on October [--]. Tells @Reematendulkar that co is building [--] GW integrated plant in Odisha & it will be ready IPO Corner Cell capacity of 2.5-2.6 GW in Gujarat will"
X Link 2024-10-16T09:50Z 52.5K followers, [----] engagements
"#Waaree on improving margins EBITDA % FY22 6.88% FY23 13.76% FY24 15.56% Q1FY25 18.3% While solar module prices have declined cost of production is coming down due to evolving technology Q1: Rev growth up 2.4% costs up less than 1% Margin expansion to play out #IPO"
X Link 2024-10-16T09:50Z 52.5K followers, [---] engagements
"Wipro to @CNBCTV18News Guidance Factors in furloughs fewer no of working days & slowdown in Europe Seen Client specific ramp downs in Europe which impacted Q2 One step closer to aspirational margin band of 17-17.5% Adding [----] - [----] freshers every qtr #Wipro @Wipro #2QWithCNBCTV18 'We are closer to our aspirational margin band of 17-17.5%' says Srini Pallia CEO Wipro (@Wipro) after the company reports a good set of #Q2FY25 #earnings. Tells @_prashantnair @Reematendulkar & @Nigel__DSouza that they are adding 2500-3000 freshers every #2QWithCNBCTV18 'We are closer to our aspirational margin"
X Link 2024-10-18T08:43Z 53.9K followers, [----] engagements
"#UCObank to @CNBCTV18Live Expect GNPAs at Rs 6k cr by Q4FY25 Deposit growth guidance 8-10% Slippages on account of [--] account co has made 50% provision #2QWithCNBCTV18 #UCOBank posts a 20% growth in its Q2 Net Interest Income YoY. MD & CEO Ashwani Kumar tells @reematendulkar & @hormaz_fatakia that they expect to achieve CD ratio of 75% this year considering deposit growth of 10-12% WATCH HERE: https://t.co/xp8BGOhugi #2QWithCNBCTV18 #UCOBank posts a 20% growth in its Q2 Net Interest Income YoY. MD & CEO Ashwani Kumar tells @reematendulkar & @hormaz_fatakia that they expect to achieve CD ratio"
X Link 2024-10-21T09:18Z 53.9K followers, [----] engagements
"A very precious selfie with Jensen Huang of @nvidia"
X Link 2024-10-24T09:08Z 54.5K followers, 66.3K engagements
"@Raghavendra1729 @nvidia No its not - he was in Mumbai for their AI summit"
X Link 2024-10-25T10:50Z 53.9K followers, [--] engagements
"This year @NttResearch [----] R&D Forum will focus on IOWN INTEGRAL The title INTEGRAL has two meanings: integration & indispensable Its NTTs commitment to integrating IOWN across a wide range of areas from networks to AI making it indispensable for a sustainable future. NTT to showcase new technology at annual R&D Forum in Tokyo @Reematendulkar https://t.co/FVFdZCPwQ5 NTT to showcase new technology at annual R&D Forum in Tokyo @Reematendulkar https://t.co/FVFdZCPwQ5"
X Link 2024-11-21T05:40Z 52.7K followers, [----] engagements
"Promoter pledge to be bought down to zero from 40% Expect non Covid Rev growth rate of 21% from FY22-FY24 to sustain Expand margins to 40-42% (Current 35%) Expand diagnostic centres frm [--] to [---] in [--] yrs inv of Rs [--] cr pa Evaluating acquisitions price hike 3-4% in Dec IPO Corner Kolkata-based #SurakshaDiagnostic IPO will open on Nov [--] with a price band of Rs 420-441 per share. Somnath Chatterjee Chmn & Joint MD tells @Reematendulkar that economies of scale are driving margin and can reach 40-42% range. . Ritu Mittal Joint MD & CEO adds IPO Corner Kolkata-based #SurakshaDiagnostic IPO will"
X Link 2024-11-26T10:22Z 52.7K followers, [----] engagements
"#IGI #IPO Co is the leading the Lab grown market Overall market share 33% Lab grown diamond market share is 60-65% CY23 Rev 30% = Natural Diamond Rev up 0.2% Lab grown 62.8% Rev contribution of Lab grown at 35.5% (2021) to 59.5% (Sept 2024) #IPOKYC #LabGrownDiamonds #IPOKYC International Gemmological Institute is the global diamond gemstone and jewellery certification authority. Its global market share of 33% will soon debut on Dalal Street. IPO opens for subscription on 13-17th Dec and is looking to raise [----] cr. Promoter #IPOKYC International Gemmological Institute is the global diamond"
X Link 2024-12-10T09:14Z 52.8K followers, [----] engagements
"DAMcapital to CNBCTV18 New Growth drivers 1) AIF asset mgmt 2) retail broking 3) strategic tie up globally Co will get into them eventually On retail broking We are not into cash burn biz No discount broking for us will build a traditional retail broking biz IPO KYC DAM Capital sets price band at Rs 269-283 per share for its Rs [---] crore #IPO. Dharmesh Mehta MD of DAM Capital tells @reematendulkar that the reason for IPO is to attract talent build credible platform which helps win mandates. Adds co's balancesheet will not be IPO KYC DAM Capital sets price band at Rs 269-283 per share for its"
X Link 2024-12-16T10:51Z 52.8K followers, [----] engagements
"Top [--] priorities for @InfoEdge in [----] 1) Ramp up AI in core #Naukri 2) Focus is ramping up our blue collar portal Job Hai next year 3) Try and make JeevanSaathi and [--] acres profitable next yr while accelerating growth Hiring Trends In [----] IT hiring is back to growing in close to double digits says Hitesh Oberoi of Info Edge. Tells @latha_venkatesh @Reematendulkar & @Nigel__Dsouza that replacement hiring has started picking up in IT companies. Adds that he is bullish on AI Hiring Trends In [----] IT hiring is back to growing in close to double digits says Hitesh Oberoi of Info Edge. Tells"
X Link 2025-01-02T05:55Z 52.8K followers, [---] engagements
"Zensar Tech=Decent qtr CC Rev +0.7% vs est of a marginal decline For the last [--] yrs co has been reporting negative growth in Q3 due to furloughs CCRev up 7.5% YOY EBITDA % at 15.6% vs 15.4% TCV at $205.2m highest ever order book but pipeline has reduced @CNBCTV18Live"
X Link 2025-01-23T00:14Z 53K followers, [---] engagements
"JPM d/g @hcltech from OW to N given softening momentum resulting in slower FY26 TP at [----] vs [----] Upgrade @tech_mahindra to N from UW as its self-help margin story will appear attractive in a challenged growth environment. TP at [----] I.T. In Focus Ahead of Q4FY25 earnings JPMorgan says a lot of the negatives are already priced in. They prefer midcaps like Coforge & Info Edge & are avoiding TCS & Wipro among others @reematendulkar https://t.co/C1GTLmXxlq I.T. In Focus Ahead of Q4FY25 earnings JPMorgan says a lot of the negatives are already priced in. They prefer midcaps like Coforge & Info"
X Link 2025-04-02T06:21Z 53.3K followers, [---] engagements
"Whats the brokerage verdict after steep losses in IT stock YTD TCS dn 19% Infy dn 22% HCL dn 25% Wipro dn 18% Tech M dn 22% Persistent dn 30% Coforge dn 30% Cyient dn 36% Birlasoft dn 35% #TrumpTariffs @CNBCTV18News #IT under pressure after #US announcement of baseline #tariffs. #Bernstein expects delay in IT spending & budget allocations. #JPM does not expect growth for #Infosys #TCS or #HCLTech in FY26. @Reematendulkar reports https://t.co/LK7tCf5LA1 #IT under pressure after #US announcement of baseline #tariffs. #Bernstein expects delay in IT spending & budget allocations. #JPM does not"
X Link 2025-04-04T09:18Z 53.3K followers, [----] engagements
"Auto witnessed challenges as some OEMs & suppliers paused new program starts in the face of uncertainties Media & comm biz-some customer specific issues in the quarter due to mergers & biz restructuring industry continues to exercise caution in R&D spend and innovation"
X Link 2025-04-18T02:03Z 53.4K followers, [---] engagements
"Mastek Q4 Rev beat while margins lower than est CC rev growth 2.9% QOQ (large cap peers at negative growth) EBITDA Margins 15.3% vs 16.2% QoQ 12-month order backlog +7.1% Q-o-Q Cash of Rs [---] cr @CNBCTV18News @Mastekltd"
X Link 2025-04-19T09:35Z 53.4K followers, [----] engagements
"Brokerages negative Kotak Maintain SELL TP at [----] Revenue growth acceleration unlikely in FY2026E despite large deal wins Ambit SELL TP at [----] CMP implies 34x FY27 P/E (vs our TP at 31x) & builds in 9.4% Rev CAGR over FY24-41 at 26.6% avg EBIT margins which is difficult #TATAELXSI up 5% despite weak Q4 print Mgmt says Expect growth to return from 1QFY26 FY26 growth FY25 by large deal wins Co announced $100m & EUR50m deals in media & comms & transportation respectively Stk dn 35% over last [--] yrs @CNBCTV18News #StocksToWatch #Q4Results #TATAELXSI up 5% despite weak Q4 print Mgmt says Expect"
X Link 2025-04-21T04:58Z 53.4K followers, [----] engagements
"KPIT tech Q4 strong but NO guidance for FY26 FY25: CC Rev at 18.7% (18-22%) EBITDA % at 21% Q4 CC Rev up 3% QOQ + 15% YOY TCV at $280mn (+19% qoq +7% yoy) Stk +1% today -35% from high of [----] Concall 5:30 pm @CNBCTV18Live @KPIT #Q4WithCNBCTV18"
X Link 2025-04-28T09:39Z 53.8K followers, [----] engagements
"The changing landscape of jobs and tech From Microsoft announcing it will lay off 6000+ employees to Salesforce saying it doesnt need coders anymore as Agentforce has increased productivity by 30% Legacy cos are reining in costs in order to make AI investments so they dont need to sacrifice margins. New cos like Duolingo are also pivoting to AI and they are willing to be slightly Imperfect but not miss the gravy train #TechAtWork #Microsoft #Salesforce #Duolingo #jobs #AI @CNBCTV18News Microsoft on May [--] announced that it's laying off [----] employees across levels teams & geographies. That's"
X Link 2025-05-14T11:28Z 53.5K followers, [---] engagements
"LIC housing Finance guides for 10-12% growth in FY26 after reporting single digit loan growth for [--] qtrs now. The mgmt also sees a downward bias to margins given we are in a declining interest rate environment. 55% of their borrowing cost is fixed and 85% of loans are to individuals which is a highly competitive. LIC Hsg hopes to protect margins between 2.6% - 2.8% by being cautious about the cost of borrowing and look at other sources of borrowing and diversifying more into margin accretive segments like LAP and project loans. #4QWithCNBCTV18 '#AUM growth is expected to be in the range of"
X Link 2025-05-16T14:30Z 53.5K followers, [----] engagements
"Rategain guidance disappoints @RateGain @CNBCTV18Live FY26 revenue growth seen at 68% yoy vs [----] % in FY25 FY26 is likely to be RateGains weakest growth year since its listing in Dec [----] Rev growth FY25 12.5% FY24 69.3% FY23 54.2% FY22 46.2% FY26 EBITDA margins at 1517% vs 21.6% in FY26 Margin decline due to aggressive investments in go to market in APAC and Middle East markets"
X Link 2025-05-27T03:41Z 53.5K followers, [----] engagements
"More visa trouble for foreign students aspiring to study in US The US will revoke visas for Chinese students Secretary of State Marco Rubio said in a post to X . Students affected would include those with connections to the Chinese Communist Party or studying in critical fields. #StudentVisas #InternationalStudents #USImmigration #VisaPolicy #ChinaUSRelations @CNBCTV18News Lots of interesting takeaways about the current student visa situation thats left thousands in limbo. We spoke to renowned education counsellor - Viral Doshi who has been guiding Indian students to top Foreign universities"
X Link 2025-05-29T00:12Z 53.5K followers, [----] engagements
"Birlasoft shares open lower by 4% after a double downgrade by Macquarie #4QWithCNBCTV18 #Macquarie downgrades #Birlasoft to Underperform & cuts #target price to Rs [---] from Rs [---] earlier. The brokerage expects the company's margin to remain under pressure over FY26. @Reematendulkar https://t.co/9QHFVUJOPn #4QWithCNBCTV18 #Macquarie downgrades #Birlasoft to Underperform & cuts #target price to Rs [---] from Rs [---] earlier. The brokerage expects the company's margin to remain under pressure over FY26. @Reematendulkar https://t.co/9QHFVUJOPn"
X Link 2025-05-30T04:23Z 53.5K followers, [----] engagements
"#CLSA on Telecom Indias mobile sector revenue grew 13% YoY to Rs2703bn/ US$31bn in FY25 FY25 Rev growth - Bharti at 18% - Jio at 14% - Vi 1% Marketshare - RJio: 41.8% (+0.4ppt YoY - Bharti: 38.7% (+1.7ppt YoY) - Vodafone Idea: 14.1% (-1.6ppt YoY Bharti And Jio account for 81% of the sector Rev @reliancejio @airtelnews #Telecom #IndiaMobile #Houseviews #CLSA notes that the telecom industry revenue in FY25 has doubled from FY19 low. Expects Bharti Airtel & #Jio's #revenue market share to rise to 85% by FY27. @Reematendulkar @airtelnews https://t.co/V9GBqtDfLA #Houseviews #CLSA notes that the"
X Link 2025-06-10T06:15Z 53.7K followers, [----] engagements
"How markets are reacting to the rising geopolitical tensions and crude spike US fut fell sharply 1.5-2% Dow dn [---] pts Rotation into safe haven Gold rose 1% at [----] Swiss franc and Japanese yen strengthened Crude is now up 10% Gold +1.5% inching towards Record level ($3500) Dollar index slips below [--] to lowest since [----] not behaving in the expected fashion on geopolitical tensions and risk off #MiddleEast #Iran #Israel #DalalStreet #marketopen #Crude prices surge on rising West Asia conflict. @Reematendulkar with the immediate aftermath on markets commodities and currencies"
X Link 2025-06-13T03:41Z 53.6K followers, [----] engagements
"Smartworks IPO KYC Mgmt to CNBCTV18 Adjusted EBITDA has grown 3.5x in [--] years from [--] Cr in FY23 to [---] Cr in FY25 while Revenue has doubled from Rs [---] to Rs [----] cr EBITDA % at 12.5% Co to be net-debt positive post listing. Profitability Mgmt says it's "very imminent in the near future." Scale-up: 📍 6M sq ft 10M sq ft in [--] years 📍 Industry Rev growth: 2324% 📍 Smartworks Rev CAGR: 38% Opportunity Indias flex space market at 80M sq ft likely to hit 145M sq ft (CBRE). Smartworks leads as India's largest managed campus platform. Smartworks model vs peers 65% of revenue comes from clients"
X Link 2025-07-07T09:15Z 53.6K followers, [----] engagements
"TCS Rev disappoints CC Rev dn 3.3% led by BSNL ramp down (-2.5) and international market dn 0.5% Co Maintains FY26 international mkt growth to be better than FY25 Margins inline at 24.5% vs 24.2% qoq Deal wins steady $9.4b vs $12.2b qoq Headcount up 5k qoq - co seems to hired in anticipation of demand recovery which didnt play out. Attrition at 13.8% vs 13.3% qoq No decision on wage hike yet #tcsq1results #tcs @CNBCTV18News"
X Link 2025-07-10T13:31Z 53.6K followers, [----] engagements
"TCS results impact Infosys ADR -3.8% Wipro ADR -4.9% #TCS #earnings #Q1FY26 @CNBCTV18News"
X Link 2025-07-11T00:26Z 53.6K followers, [----] engagements
"TATA TECH - Q1 muted but commentary positive Rev decline 4.6% QOQ and dn 5.3% YOY EBIT margins at 13.6% vs est of 14.4% EBITDA margins at 16.1% have declined [---] bps QOQ CEO says As we look ahead we remain optimistic about a sequential recovery in Q2 and a stronger second half of FY26. Our deal pipeline today is more robust than a year ago and the early momentum were seeing provides greater visibility and conviction in improved conversion through the year @TataCompanies @CNBCTV18Live #CNBCTV18Market #Q1Results #1QWithCNBCTV18 #earningsreport #EARNING"
X Link 2025-07-14T12:50Z 53.6K followers, [----] engagements
"#JustDial -2.5% #Ambit stays SELL as Revenue-growth trade-off continues Why Slowing collections (1% YoY) hurting revenue momentum Ad & salesforce spends rising margins likely to fall from FY25 peak (29.4%) to 25% by FY28 Uncertainty on cash usage (68% of mcap) risk of value-dilutive capex @INFOEDGE preferred in classifieds space #1QWithCNBCTV18 @CNBCTV18News #JustDial #StockMarket #Equities #Ambit #BrokerageView #INFOE"
X Link 2025-07-16T04:46Z 53.6K followers, [----] engagements
"Brigade Hospitality Ventures IPO opens today Raises [---] Cr from [--] anchor investors Issue Size at [---] Cr Fresh Issue What co told @CNBCTV18News 📈 See significant increase in the revenue & bottom line We are planning to do in the next [--] yrs what we did in the last [--] yrs. The next [--] yrs will be a period of high growth for us 🏨 Doubling down on premium hotels + entering leisure 40% industry margins doable As our portfolio mixes changes towards premium end expect an increase in ARR and higher profitability Growth sustainable FY25 Rev growth was 16-17% EBITDA growth 15% no reason why we cant"
X Link 2025-07-24T03:27Z 53.7K followers, [---] engagements
"About Knowledge Realty Trust REIT Gross assets Rs 62k cr 46m sq feet of office space 91% occupancy IPO Size [----] cr Price Rs 95-100/sh In #IPOKYC Asheesh Mohta- Sr MD Blackstone Bijay Agarwal Sattva Group MD and CEO of KRT Shirish Godbole join @Reematendulkar of @CNBCTV18News and explain 13% growth projected over the next [--] yrs off which 60% is contracted Starting dividend yield of 7.2% rising to 8.2% (higher than peers) No IT/ITES in top [--] tenants GCC occupy 45% of office space 75% of top ten tenants Post-listing debt just 19% of GAV leaves headroom for acquiring assets REIT post tax"
X Link 2025-07-30T07:51Z 53.7K followers, [----] engagements
"Markets are juggling signals from tariff tensions to central bank cues. Here is Nilesh Shah what theyre watching most closely Market Outlook 'Markets are pricing in TACO trade on US-India #tariff. If tariffs materialise the upside is likely to be capped' says Nilesh Shah (@NileshShah68) MD Kotak Mahindra AMC. Tells @SurabhiUpadhyay @Nigel__DSouza & @Reematendulkar that he expects #RBI to trim Market Outlook 'Markets are pricing in TACO trade on US-India #tariff. If tariffs materialise the upside is likely to be capped' says Nilesh Shah (@NileshShah68) MD Kotak Mahindra AMC. Tells"
X Link 2025-08-06T05:39Z 53.7K followers, [---] engagements
"@mAnishhastir @CNBCTV18News Thats a growing market but a very different audience. Maybe Zudio and Max fashion have killed the fashion streets of the India"
X Link 2025-08-09T12:09Z 53.7K followers, [--] engagements
"#CNBCTV18BigStory - Astral Ltd dn 7% #Astral CNBC-TV18's new offering THE BIG STORY puts the spotlight key stocks/themes with a deep dive into their financial and historical performances. [--] Weak Start to FY26: Q1 impacted by soft polymer demand & PVC price volatility led to inventory losses and margin compression across segments. [--] Plumbing Margins at Multi-Quarter Low 3Strategic Backward Integration: Acquisition of 80% in Nexelon Chem to manufacture CPVC resin [--] Valuation Premium: Trades at 50x P/E vs 3-yr avg 65x but still the most expensive among peers despite stock being down 34% in past"
X Link 2025-08-12T07:57Z 53.7K followers, [----] engagements
"Nazara clarifies on #onlinegaming exposure Online Gaming Bill [----] Gaming companies brace for a body blow Online gaming bill gets cabinet approval The bill is likely to be tabled in the parliament today The bill is likely to ban online money games & related ads: Sources @AshmitTejKumar with details #NazaraTech https://t.co/tMPQluIAOv Online Gaming Bill [----] Gaming companies brace for a body blow Online gaming bill gets cabinet approval The bill is likely to be tabled in the parliament today The bill is likely to ban online money games & related ads: Sources @AshmitTejKumar with details"
X Link 2025-08-20T03:06Z 53.7K followers, 12.4K engagements
"Catch the big AI headlines of last week [--]. OpenAIs Sam Altman Warns of AI Bubble Predicts Investor Losses [--]. Meta Halts AI Hiring [--]. MIT Study: 95% of Companies See No Returns from Generative AI Investments [--]. OpenAI Launches Affordable ChatGPT Go in India Plans New Delhi Office [--]. Anthropic Targets $5 Billion Funding Round to Challenge AI Giants #TechAtWork #AI #tech #OpenAI #Meta #Anthropic @CNBCTV18News Big moves in AI this week OpenAI announces its first India office & launches ChatGPT Go at a record-low price while CEO Sam Altman warns about a possible industry bubble. Meta freezes AI"
X Link 2025-08-23T05:24Z 53.7K followers, [----] engagements
"#AInews Sam Altmans 2-Billion Idea: Free ChatGPT Plus for Every UK Citizen While AI is a gamechanger but Is going the taxpayer-funded AI access the right way News: . Sam Altman reportedly pitched a 2B plan to give every UK citizen free ChatGPT Plus Proposal would have positioned ChatGPT Plus as a sort of national digital infrastructure Estimated cost: around [--] billion or approximately $2.52.7 billion Peter Kyle UKs Technology Secretary apparently didnt take the proposal seriously citing the prohibitive cost as a major barrier UK Government officials confirmed that no formal proposal has been"
X Link 2025-08-25T05:36Z 53.7K followers, [----] engagements
"Why is IT higher today Nifty IT is up 2.5% on the back of [--] positive notes #1: Invectec on IT which says Risk reward profile has improved for most IT Services stocks in past month with Tier-1s now offering 10-15%+ one year return profiles vs limited returns earlier Upgrade Infosys to BUY from HOLD; TP Rs [----] #2: JPM upgrades TCS to OW with TP of [----] In [----] co has underperformed Nifty by 29% and NSE IT by 6% JPM believes TCS growth expectations have bottomed and it should benefit from any recovery in business sentiment. Stk trades at 19.7x [--] yr fwd PE much below its [--] yr average #TCS"
X Link 2025-08-25T07:11Z 53.7K followers, [----] engagements
"#JPM on #TechStocks Infosys up 2.8% TCS up 2.7% HCLT up 2.6% Wipro up 2% AI deflation manifesting; but price action increases Tier1 risk-reward JPM believes AI will be deflationary in the near to mid term but they dont think it will negate the need for IT Services and permanently deflate the services opportunity. There is likely to be a cyclical growth recovery after an extended period of slowdown from pent-up demand Tier [--] stocks now trade at 18-19.7x 2-year fwd at [--] to -2SD vs the 5-year average P/E due to the third successive year of sub-par growth @CNBCTV18News #TechAtWork #TechStocks"
X Link 2025-08-25T09:12Z 53.7K followers, [----] engagements
"The big headlines from Reliance AGM Jio hits 500M users; IPO in H126 Launches Reliance Intelligence (AI) $100M JV with Meta + Google partnership RCPL: expand to [--] countries in [--] months; 1L cr rev. target in [--] yrs New Energy biz = next O2C scale Reliance aims to double EBITDA by [----] #RIL #Reliance #RelianceIndustries #RelianceJio #RilAGM #JioIPO #AI #RelianceIndustries Key AGM Highlights - RIL Jio to list in H12026 - Partnership with @Google & $100 M JV with @Meta @Reematendulkar decodes key details https://t.co/SktNh81fqR #RelianceIndustries Key AGM Highlights - RIL Jio to list in H12026 -"
X Link 2025-08-30T00:31Z 53.7K followers, [----] engagements
"Jane Streets trading revenues rose more than 150% in the second quarter to $10.1bn and profits more than double to $6.9b Jane Street Rev eclipses large banks JP Morgan at $8.9b Goldman at $7.8b This is even its embroiled in a probe with SEBI https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7 https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7 https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7 https://www.ft.com/content/c1d7ba02-3983-4940-b3ef-1f4e28094fa7"
X Link 2025-09-03T02:07Z 53.8K followers, [----] engagements
"Board has approved the Companys foray into African markets beginning with Nigeria Uganda and Zambia Stk dn 4% Investors are concerned this will affect the co dividend payout CLSA on Indus Tower High Conviction O-P TP cut to Rs [---] from Rs [---] Had expected management to focus on improving Indus capital structure by paying out high dividends Though Indus board is committed to the reinstatement of distributions but with an unjustified delay in dividends CITI On Indus Tower Buy TP Rs [---] Investor concerns appear overdone Current valuations remain favourable relative to peers. Crucially bear case"
X Link 2025-09-03T06:15Z 53.9K followers, [---] engagements
"#UrbanCompany is hitting the IPO street Coming at 5:30 pm on @CNBCTV18Live - we break down the Q1 EBITDA surge the power of operating leverage and whether Indias core consumer engine can keep firing. Well also decode the big bets from tier-2 expansion to hardware investments from global growth plans to new pilots like Instahelp. All that and more coming up on #IPOKYC @abhirajbhal @ShereenBhan @urbancompany_UC Watch a slice of the conversation on #UrbanCompanyIPO #IPO #CNBCTV18 #DalalStreet #Stocks #Tech #ConsumerTech #InstaHelp #Native https://youtu.be/4E6wjxNbl2U https://youtu.be/4E6wjxNbl2U"
X Link 2025-09-03T09:21Z 53.8K followers, [----] engagements
"Indus Tower up 5% Promoter Bharti purchased [----] lk shares or 0.26% stake through open market deals as per the latest NSE filing. (Promoter stake was at 50%) Promoter buying seen as a strong vote of confidence esp after stk had fallen 32% from ATH of Rs [---]. Plus Citi says downside limited from here as bear case is Rs [---] and Indus CMP is [---] Brokerages bullish Citi TP at [---] CLSA at [---] and today Ambit wrote a note saying risks overblown TP [---] Triggers: Reinstatement of dividend & Relief for Vi @CNBCTV18News #INDUSTOWER @yatinmota #StocksToWatch #StockMarkets #telecom"
X Link 2025-09-05T08:33Z 53.8K followers, [----] engagements
"INFOSYS BOARD TO CONSIDER PROPOSAL FOR EQUITY SHARE BUYBACK ON SEPTEMBER [--] #Infosys @Infosys @CNBCTV18News #StocksInFocus"
X Link 2025-09-08T13:15Z 54.5K followers, 39.5K engagements
"#Oracle shares soared 28%. Oracle is not a part of Mag [--] was often overlooked amongst the AI winners but its made a strong comeback - is it time to start asking if Oracle could be considered an 8th giant [--] reasons why stock surged 1) cloud orders rocketed 359% year-on-year to $455 billion. 2) Cloud revenue seen hitting $18 billion this year a 77% growth from $10 billion total in fiscal [----] and then surging to $144 billion over the subsequent four years. 3) Capex jumped to $21 billion in fiscal [----] up sharply from just under $7 billion the previous year. Co is forecasting just over $25"
X Link 2025-09-10T01:56Z 54.5K followers, 30.5K engagements
"How does one protect Journalism in an Automated Search Era AI Summaries are Replacing the Need to Read Full Articles This is putting pressure on Publishers as Google increasingly uses AI in its search engine with tools like AI Overviews and AI Mode that show summaries at the top of results. This reduces the need for users to click through to news websites cutting referral traffic by as much as 89% for some such as the Daily Mail Interesting article from Guardian #AI #ArtificialIntelligence #AIDisruption #Jounalism #Media #TechAtWork #Disruption"
X Link 2025-09-10T06:01Z 53.8K followers, [----] engagements
"Infosys Bd approves a buyback of Rs [-----] cr This is higher than market est of Rs 10-14k cr buyback This is a tender buyback at a price of Rs [----] per share 19% premium to CMP Co will buyback 2.41% of outstanding equity shares. This is the fifth share buyback by Infosys This will be the largest buyback done by the company YearBuyback Size (crore) [---------] [--------] [--------] [--------] @CNBCTV18News @Infosys #Infosys #buyback #StocksInFocus #stocks #StocksToWatch #TechAtWork"
X Link 2025-09-12T01:11Z 53.8K followers, [----] engagements
"Tata Technologies Ltd. announces strategic acquisition of ES-Tec Group Germany for a total cash consideration of [--] million. Reason Enhances ER&D capabilities Access to the German market as well as the Volkswagen account Analysts risk the acquisition will be margin dilutive Co says it will EPS accretive from yr [--] #TataTech @TataTech_News @CNBCTV18News #TechAtWork #StocksInFocus #StockMarket"
X Link 2025-09-15T01:08Z 53.9K followers, [----] engagements
"@KhushinderMohan @CNBCTV18News @TataTech_News They are working on it - have [--] months to close acquisition Mgmt said will take on debt and leverage cash on books but final call is to be taken yet"
X Link 2025-09-15T08:16Z 53.8K followers, [--] engagements
"#IPOKYC at [--] pm on @CNBCTV18Live Two IPO-bound companies. One common question whats the road ahead Joining in to talk about @tatacapitals IPO Indias 3rd largest diversified NBFC with a gross loans of [---] lk cr is Rajeev Sabharwal who quietly balances growth with discipline. On the other side is a story of resilience - @WeWorkIndia launched in [----] and saw the global story unravel. #Embassy Buildcon & Karan Virwani bet on Indias flexible workspaces and now tapping the markets with a [----] cr OFS. #IPO #tatacapital #dalalstreet #IPOAlert #weworkindia"
X Link 2025-09-29T10:22Z 53.9K followers, [----] engagements
"#WeWorkIndia is coming to the market with a Rs [----] cr OFS. Had a wonderful chat with @WeWorkIndia's @karan_virwani10 who says the business is EBITDA and cash flow positive making it self-sufficient for growth. With EBITDA margins at 22% the highest in the industry & revenues crossing Rs [----] crore in FY25 the company believes it can grow faster than the industry which is expanding at 1820%. Last year WeWork India added [-----] desks and its goal is to add [-----] desks per year and go deeper in the existing micro-markets. Co operates [--] centres with capacity of over [----] lakh desks across 8"
X Link 2025-09-29T13:26Z 53.9K followers, [----] engagements
"TCS brokerage view CLSA says TCS is showing clear signs of aggression with proactive decisions around restructuring its workforce to make AI ready being more acquisitive in future around technologies in demand and plans to create 1GW of data centre capacity over the next 5-7 years. Data centre will drive earnings growth but will alter its ROCE and FCF/PAT profile OP Raise target price from Rs3545 to Rs3559 Jefferies says Data Center to add limited upside Hold TP [----] Nomura says Unclear to us how the ROEs of data centre business will be similar to existing business RoE of 50% given it is"
X Link 2025-10-10T00:43Z 53.9K followers, [----] engagements
"TCS headcount - what happened in Q2 Q2 headcount declined by 3.2% or [-----] QoQ But includes only 1% or [----] of the planned workforce reduction. Higher reduction in headcount than layoffs announced suggests higher voluntary attrition The restructuring impact of Rs [----] cr was on account of 1% of workforce reduction (so expect a similar amount in H2 when the balance takes place) Attrition 13.3% vs 13.8% QoQ #2QWithCNBCTV18 #TCSHeadcount #tcsresults #TCS #tcsq2 @CNBCTV18News"
X Link 2025-10-10T00:50Z 53.9K followers, [----] engagements
"What to watch today Cues today Asia - #HangSeng dn 2.2% #Taiwan dn 1.6% Shanghai dn 1.3% (Japan is shut today) India Sept CPI inflation (July was 1.55% Aug 2.07%) #tatacapitalipo listing Overall subscription was 1.95X (But retail was subdued at 1.1X) Results today: Anand Rathi Wealth HCL Tech Just Dial Supreme Court to hear Vodafone Ideas AGR dues plea @CNBCTV18News #Nifty #2QWithCNBCTV18 #IPO"
X Link 2025-10-13T02:14Z 53.9K followers, [----] engagements
"Herald Van Der Linde in late Sept said While Indian equities have underperformed emerging markets (EM) by 32ppt since mid-September [----] the worst performance since [----] we now find the market attractive. In cricketing terms we expect it to return to form. Valuations have fallen the premium to the region is back at historical levels while lower inflation and easing measures should support growth. We think earnings are near the bottom and are set to improve India now appears attractive on a regional basis: we move to overweight from neutral He talks about this call on India #GlobalOutlook"
X Link 2025-10-15T05:49Z 53.9K followers, [----] engagements
"Accenture reported strong Feb-15 revenue growth-10% YoY in constant currency top-end of its guidance broad-based. Positive sign for IT"
X Link 2015-03-26T15:12Z 52.7K followers, [--] engagements
"#bharti - slowing data revenue growth despite accelerated inv made by telcos is a medium term worry. Data rev up 35% yoy only"
X Link 2016-07-28T04:55Z 52.7K followers, [--] engagements
"US mkt futures reverse losses during #HillaryVsTrump S&P500 up 0.4% vs -0.2% earlier ; Mexican peso rebounds 1% from beaten down levels"
X Link 2016-09-27T02:20Z 52.7K followers, [--] engagements
"$index gives up post election gains (off 6% from [--] yr peak of [------]. But Dow jones still up over 10% from Election Day. Hmm"
X Link 2017-05-18T03:01Z 52.7K followers, [--] engagements
"A very precious selfie with Jensen Huang of @nvidia"
X Link 2024-10-24T09:08Z 54.5K followers, 66.3K engagements
"Back on @CNBCTV18Live Talking tech and telecom"
X Link 2020-07-01T02:44Z 54.5K followers, [---] engagements
"Infosys ADR up 4% Wipro ADR up 5% - this is what happens when @TCS says we are at the start of the multi year technology transformation cycle @CNBCTV18News #TCSQ2 is back with a bang with a material beat on Rev + Margins Expect material EPS upgrades"
X Link 2020-10-07T16:36Z 54.5K followers, [---] engagements
"She said she didnt have a business plan when she started in [----] and here [--] yrs down its a [----] cr cos with revenues of [----] cr. Falguni Nayar of @MyNykaa @CNBCTV18News #TechAtWork"
X Link 2019-05-29T06:12Z 54.5K followers, [---] engagements
"Merry Christmas from Santas lil elves ❤ @CNBCTV18News @latha_venkatesh @_soniashenoy @ekta_batra @blitzkreigm @sonalbhutra @Nigel__DSouza @_anishaj @tinadsouza11 @Nupurkunia"
X Link 2018-12-24T03:47Z 54.5K followers, [---] engagements
"As Im close to resuming work after a [--] month maternity break my lifes immediate ambition has nothing to do with work it is getting my little one to sleep the night 😂#motherhood #tallgoals #happyholi"
X Link 2018-03-02T02:35Z 54.5K followers, [---] engagements
"Infosys was a big OW holding for institutions Funds preferred #Infosys over #TCS Infy relatively cheaper Infosys was growing faster than TCS Infosys also has a higher weightage in the nifty Infosys weight at 6.75% TCS at 4.33%"
X Link 2023-04-17T03:00Z 54.5K followers, 146.6K engagements
"TCS buyback record date fixed 23th Feb [----] Alert - On Jan [--] @TCS board announced buyback of up [--] cr shrs at 4500/sh for 18000cr. (Price is at 21% premium to fri close) With IT stocks declining due to global tech meltdown & fears of rising rates will investors tender more"
X Link 2022-02-13T01:39Z 54.5K followers, [---] engagements
"Timeline Pop up A Diwali picture from another time - old office younger me but not so much wiser"
X Link 2021-10-29T04:02Z 54.5K followers, [---] engagements
"Tanla Platforms - Strong Q3 YOY Rev up 35.3% at Rs [-----] cr vs Rs [-----] cr EBITDA % at 22.9% vs 19.4% PAT up 69% at Rs [---] cr vs Rs [----] cr Gross margins at 22.9% vs 19.4% in [--] years from FY2017-21 Rev up 4X EBITDA up 8X PAT up 9X @Tanla_India @udaydasari @CNBCTV18News"
X Link 2022-01-21T13:22Z 54.5K followers, [---] engagements
"Opposite colour co-ordination is underrated @manisha3005"
X Link 2021-10-13T12:49Z 54.5K followers, [---] engagements
"At the gorgeous @TCS_News headquarters at banyan park office in Andheri - first in person interview in [--] months with the CFO Samir Sakseria and CHRO Milind Lakkad . Full interview on Monday at Cnbc TV18 "
X Link 2021-10-09T09:10Z 54.5K followers, [---] engagements
"When you get to share the stage with @latha_venkatesh its a happy Diwali indeed"
X Link 2018-11-05T04:54Z 54.5K followers, [---] engagements
"Happy birthday @latha_venkatesh Our friend mentor and boss"
X Link 2018-12-28T08:13Z 54.5K followers, [---] engagements
"Tanla platforms and route Mobile are CPaaS cos - what does CPaaS really mean Tune in to find out why CPaaS cos world over are growing so fast. Ps - This isnt about the above cos its a basic primer on the tech behind them @Tanla_India @udaydasari @RouteSms @Route_Mobile Every time you shop online you get an SMS confirming your order with tracking & billing information. The communication between a co & user is provided by CPaaS. #TechAtWork decodes CPaaS & its evolving requirements @Reematendulkar #CPaaS #technology #cloudservice https://t.co/1R6h3HHWU4 Every time you shop online you get an SMS"
X Link 2022-02-05T01:02Z 54.5K followers, [---] engagements
"Every time you shop online you get an SMS confirming your order with tracking & billing information. The communication between a co & user is provided by CPaaS. #TechAtWork decodes CPaaS & its evolving requirements @Reematendulkar #CPaaS #technology #cloudservice"
X Link 2022-02-04T12:45Z 1.1M followers, [---] engagements
"Hello CNBC TV18"
X Link 2018-03-13T05:32Z 54.5K followers, [---] engagements
"Early signs of Covid count peaking off India [--] Apr [----] lk [--] May [----] lk [--] May [----] lk [--] May [----] lk (prov) Delhi [--] Apr: [-----] [--] May [-----] [--] May [-----] [--] May [-----] Maharashtra [--] Apr: [-----] [--] Apr: [-----] [--] May: [-----] [--] May: [-----] [--] May: 48621"
X Link 2021-05-04T00:47Z 54.5K followers, [---] engagements
"Tragic death of #sridevi tells us you can eat right and exercise all you want - But when its time to go nothing can you keep on this earth :("
X Link 2018-02-25T02:04Z 54.5K followers, [---] engagements
"RELIANCE RETAIL TO LAUNCH 7-ELEVEN CONVENIENCE STORES IN INDIA. 1st store to open on Saturday 9th OCT in Andheri"
X Link 2021-10-07T03:09Z 54.5K followers, [---] engagements
"incase you are wondering what @routemobile does In any online transaction (say a purchase/ logging on to an app) you get an OTP which could be via SMS email or an automated voice call . This OTP platform service is provided Route mobile @CNBCTV18Live #routemobile"
X Link 2020-09-21T04:49Z 54.5K followers, [---] engagements
"Back on air after [--] months on @CNBCTV18Live starting [--] pm Do tune in ☺"
X Link 2018-03-12T05:57Z 54.5K followers, [---] engagements
"❤ with little miss happiness @sonalbhutra"
X Link 2022-10-21T07:32Z 54.5K followers, [---] engagements
"All set for the @TCS interview . stay tuned"
X Link 2018-04-20T02:37Z 54.5K followers, [---] engagements
"At #SBI fintech summit with all actors of eco system - RBI a bank (ICICI) fintech (credit mantri) E&Y consultants and TRAI #YONOinFINite18"
X Link 2018-12-11T10:10Z 54.5K followers, [---] engagements
"Isnt it Too ambitious to think LTCG can fund modi care and MSP hike - for ppl to make that cap gains mkts will have to give [----] type of a return this year too esp when you introduce LTCG"
X Link 2018-02-01T17:16Z 54.5K followers, [---] engagements
"With the highly erudite @ShashiTharoor at #heromindmine panel. Talking about reining in social media"
X Link 2019-08-23T08:48Z 54.5K followers, [---] engagements
"Happy Diwali from the trading hour team @SumairaAbidi @PavitraParekh1 #cnbctv18 #diwali"
X Link 2022-10-21T06:52Z 54.5K followers, [---] engagements
"Happiest minds marketcap crosses birlasoft + Cyient. Happiest minds up 300% YTD Annual revenues FY21 Birlasoft $479m Cyient $556m Happiest M $104.6m"
X Link 2021-07-15T09:14Z 54.5K followers, [---] engagements
"Big all round beat by @Infosys CC Rev dn 2% QoQ EBIT % up [---] bps at 22.7% Deal wins strong at $1.74b FY21 Rev seen at at 0-2% marking 2nd consecutive yr of Rev o/p by infy over TCS FY21 Margins at 21-23% vs 21.34% in FY20 Margins to expand in FY21 after years of decline"
X Link 2020-07-15T11:16Z 54.5K followers, [---] engagements
"Interesting takeaway from Sanjay Jalona of @LTI_Global - We are hiring non tech talent- people who have not gone to engineering colleges but are interested in computing and putting them through our training programme - just goes to show how red hot demand for talent is"
X Link 2021-10-19T07:32Z 54.5K followers, [---] engagements
"Happiest Minds IPO from 7-9th Sept. Founded by Ashok Soota. Under him Wipro IT Rev jumped from [--] cr to $500m from 1984-1998 .Co founded Mindtree in 1999did its IPO in [----] subscribed 103X and now Happiest Minds which has hit Rev of Rs [---] cr @happiestmind @CNBCTV18News"
X Link 2020-09-02T03:51Z 54.5K followers, [---] engagements
"Bad news for students prepping to study in the U.S. ✈ Trump has proposed capping student visas to [--] years. Anything beyond that will now require USCIS approval for an extension. Adding to the challenge the grace period after finishing studies is cut from [--] days to [--] days making the job hunt and OPT applications even more difficult. Sigh really feel for students and their parents. Many start working on their profiles as early as 8th grade building every detail of their resume with the dream of studying in the U.S. For so many kids in international schools its almost assumed that their next"
X Link 2025-08-30T02:24Z 54.5K followers, 20.6K engagements
"midcap IT cos are reporting stronger results than largecaps $ Rev QoQ TCS 2.9% Infosys 5.7% Wipro 6.85% (organic 4.5%) HCL Tech 2.6% Mindtree 12.75% L&T info 8.25% @CNBCTV18News"
X Link 2021-10-18T13:57Z 54.5K followers, [---] engagements
"#Oracle shares soared 28%. Oracle is not a part of Mag [--] was often overlooked amongst the AI winners but its made a strong comeback - is it time to start asking if Oracle could be considered an 8th giant [--] reasons why stock surged 1) cloud orders rocketed 359% year-on-year to $455 billion. 2) Cloud revenue seen hitting $18 billion this year a 77% growth from $10 billion total in fiscal [----] and then surging to $144 billion over the subsequent four years. 3) Capex jumped to $21 billion in fiscal [----] up sharply from just under $7 billion the previous year. Co is forecasting just over $25"
X Link 2025-09-10T01:56Z 54.5K followers, 30.5K engagements
"Will the $100000 H-1B Fee Mark the End of the Program As We Know It Top [--] Indian IT firms received [-----] visas in FY24 (fresh application) - as per USCIS At $10000 this will cost $1.6B 8% of FY24 EBITDA of the top [--] IT cos (not counting the H1B renewals) This makes it financially unviable / challenging even if you argue Indian IT has reduced reliance on H-1Bs and smaller midcap cos get priced out. While Indians command 71% of the H1B itsUS firms not Indian IT which are now the largest H-1B sponsors (Amazon Microsoft Meta consulting majors). Immediate Implications No impact on current H-1B"
X Link 2025-09-20T05:22Z 54.5K followers, 38.5K engagements
"SGX Nifty dn [---] pts at [-----] Rising bond yields continue to spook US [--] year yield at 1.57% US indices dn 1-2% NIkkei dn 1.3% Kospi dn 1.5% Brent $66.5 (vs [----] overnight) FII Sell [------] Cr DII Sell [------] Cr FII Buy [----] Cr in F&O @CNBCTV18News #marketcues"
X Link 2021-03-05T00:57Z 54.5K followers, [---] engagements
"HCL tech 1st Indian IT Services company to report standalone AI revenue Advanced AI revenue exceeding $100M this quarter Rev growth and margins ahead of est CC Rev growth at 2.4% vs est of 1.5% EBIT margins at 17.4% vs est of 17.1% EBIT margins expand [---] bps QoQ Deal wins expand 42% QoQ at $2.5b Overall Rev growth guidance at 3-5% Services guidance narrowed to 4-5% (vs 3-5% earlier). FY26 EBIT margin guidance maintained at 17-18%. #2QwithCNBCTV18 @hcltech #ITearnings #HCLTECH @CNBCTV18News #TechAtWork @ShereenBhan"
X Link 2025-10-13T13:14Z 54.5K followers, 10.8K engagements
"Infosys to report Q1 results last and that too on a sunday Earnings calendar - Q1FY23 TCS: 8th July Wipro: 20th July HCL : 21st July Infosys : 24th July Board members too busy to meet or waiting to hear what others say"
X Link 2022-06-30T05:02Z 54.5K followers, [---] engagements
"Just learnt of a young girl currently going to office who wants to switch to being a maid since it pays more Such a sad state of affairs Whats the point of education when we cant give them a decent paying job . Really job growth is the need of the hour"
X Link 2018-03-06T12:40Z 54.5K followers, [---] engagements
"TCS to not give salary increments as of now but will honour offers made to freshers @TCS @CNBCTV18News #Covid_19 impact"
X Link 2020-04-16T14:59Z 54.5K followers, [---] engagements
"L&T info + Mindtree - Merger has biz Synergies portfolios are complimentary L&T info has greater presence in BFS vertical BFSI contributes 32.8% to LTI rev Mindtree has a greater presence in insurance retail Media communication @LTI_Global @Mindtree_Ltd"
X Link 2022-04-18T09:12Z 54.5K followers, [---] engagements
"Dewan housing is dn 50% this week - [--] week challenge and not [--] yr challenge"
X Link 2019-02-01T09:05Z 54.5K followers, [---] engagements
"US Covid update - New cases have climbed to their highest point since Jan avg 166000/day over the last [--] days - this is 4X as many cases and more than 2X as many hospitalizations vs same time last year despite 62% of American population vaccinated with at least one dose"
X Link 2021-09-04T01:22Z 54.5K followers, [---] engagements
"brokerages on HCLTech - downgrades + EPS cuts CITI Downgrade to Neutral from Buy TP cut to Rs [----] from Rs [----] CLSA Downgrade to O-P from Buy TP cut to Rs [----] from Rs [----] Macquarie O-P TP cut by 3% to Rs [----] JP Morgan OW TP cut to Rs [----] from Rs 1430"
X Link 2021-10-17T16:06Z 54.5K followers, [---] engagements
"Early morning motivation When you climb up the office steps"
X Link 2019-01-09T01:04Z 54.5K followers, [---] engagements
"The festival of colour is here - Wishing every one a very happy holi :) @Nigel__DSouza @CNBCTV18News"
X Link 2019-03-20T07:25Z 54.5K followers, [---] engagements
"Make in india for the world -#2 and #3 @TCS_News @Infosys"
X Link 2022-01-26T06:21Z 54.5K followers, [---] engagements
"Accenture reports strong Q1 Stock up 6.9% @Infosys ADR up 3.5% . Accenture reports 1) 25% jump in New order bookings + 2) 9% growth in outsourcing 3) ups FY21 guidance to 4-6% from 2-5% @CNBCTV18News Positive read through for Indian IT"
X Link 2020-12-18T01:46Z 54.5K followers, [---] engagements
"INFOSYS BOARD TO CONSIDER PROPOSAL FOR EQUITY SHARE BUYBACK ON SEPTEMBER [--] #Infosys @Infosys @CNBCTV18News #StocksInFocus"
X Link 2025-09-08T13:15Z 54.5K followers, 39.5K engagements
"Re quoting: RIL is trying to be the Apple Time Warner Amazon and Verizon of India all at once in a one-stop-shop strategy"
X Link 2018-07-05T10:06Z 54.5K followers, [---] engagements
"bharti announces dates of Rs [-----] cr rights issue (price at Rs [---] /sh vs CMP of 736) Record date 28th Sept Issue Opening Date: Tuesday October [--] [----] Issue Closing Date: Thursday October [--] [----] @airtelnews @CNBCTV18News"
X Link 2021-09-23T00:11Z 54.5K followers, [---] engagements
"Japan to recruit [--] lakh Indian IT professionals. With US talking of clamping down on visas its good there is demand elsewhere Also japan has eased visa norms since start of year "
X Link 2018-03-08T16:19Z 54.5K followers, [---] engagements
"L&T tech - big rev upgrade. FY22 rev growth seen at 19-20% vs 15-17% earlier. $ rev growth at 5.7% vs 4.7% est . Margin expands [---] bps to 18.5% @CNBCTV18News"
X Link 2021-10-19T13:03Z 54.5K followers, [---] engagements
"Early morning wisdom with Bharat Iyer of JP morgan - says we have see. 13% earnings growth in 9m so far for Q4 - 9-10 of out [--] nifty earnings so far are inline. Should FY19 with 15% eps growth and guides for 18% for FY20. For a poll proof portfolio bet on Financials &consumer"
X Link 2019-04-29T04:54Z 54.5K followers, [---] engagements
"CNBCTV18 inaugurates new office - bigger brighter and better with @vikramlimaye of @NSEIndia @CNBCTV18Live #cnbctv18at20"
X Link 2019-09-30T03:54Z 54.5K followers, [---] engagements
"Infosys marketcap hit Rs [--] trillion earlier in the morning - hit life highs of [----] now at [----] Results on 14th Jan @Infosys up 11% this year and up 140% in the last [--] year @CNBCTV18News"
X Link 2021-04-05T07:42Z 54.5K followers, [---] engagements
"Street chasing Growth over valuations L&T info + Mindtree were expensive to begin with & now are even more expensive FY22e $ Rev growth FY23e valuations L&T info 25-26% 42X Mindtree 30% 43X ** consensus est"
X Link 2021-10-19T05:47Z 54.5K followers, [---] engagements
"My school AVM - building blocks of my success https://x.com/avmalumni/status/1022377161536282624 #AVM alumna @Reematendulkar and her fabulous jouney is now live on our Facebook page https://t.co/65W2PxAbDq . Our girl with the beaming smile and confident eyes #aryavidyamandir #avmalumni #success #motivation https://t.co/rCtVnbvQ8G https://x.com/avmalumni/status/1022377161536282624 #AVM alumna @Reematendulkar and her fabulous jouney is now live on our Facebook page https://t.co/65W2PxAbDq . Our girl with the beaming smile and confident eyes #aryavidyamandir #avmalumni #success #motivation"
X Link 2018-07-26T10:43Z 54.5K followers, [---] engagements
"#AVM alumna @Reematendulkar and her fabulous jouney is now live on our Facebook page . Our girl with the beaming smile and confident eyes #aryavidyamandir #avmalumni #success #motivation http://fb.me/avmalumni http://fb.me/avmalumni"
X Link 2018-07-26T07:04Z [---] followers, [--] engagements
"Thought for the day Repost"
X Link 2022-01-11T15:34Z 54.5K followers, [---] engagements
"L&T info: Super strong results Actual Est $ Rev 8.6% 6.7% EBIT [----] 17.4% CC Rev growth at 9.2% QOQ and up 30.1% YOY Co delivers best ever quarterly sequential growth since listing 9m FY22 $ Rev growth is at 25.3% @LTI_Global"
X Link 2022-01-19T14:10Z 54.5K followers, [---] engagements
"OMG Spain also out of the #FIFA18 The real hero Russian goal keeper"
X Link 2018-07-01T16:42Z 54.5K followers, [---] engagements
"Vodafone idea annual report released last night. FY21 in numbers: subs market share on VLR stands at 25.7% Wireless Rev Market Share at 23.2% Loss of Rs [-----] cr Networth at [--------] cr Debt at Rs [----] lk cr vs Rs [----] lk cr"
X Link 2021-09-07T02:13Z 54.5K followers, [---] engagements
"Hahaha - even the fastest man on earth can't outrun this #Rio2016"
X Link 2016-08-15T14:24Z 54.5K followers, [---] engagements
"Vodafone Idea MD says to papers Co will survive and be competitive in the market Co will invest the cash saved through the 4-year moratorium into expanding its network and participating in 5G auctions government had taken care of all concerns of potential investors"
X Link 2021-09-23T00:46Z 54.5K followers, [---] engagements
"Best team ever @CNBCTV18Live . Happy Diwali"
X Link 2015-11-10T05:38Z 54.5K followers, [---] engagements
"Attrition increases across the board & is a concern: Infosys at 20.1% vs 13.9% = jump of [---] bps Wipro 20.5% vs 15.5% = jump of [---] bps TCS 11.9% vs 8.6% = jump of [---] bps @CNBCTV18News @TCS_News attrition industry leading"
X Link 2021-10-13T11:28Z 54.5K followers, [---] engagements
"TEJAS NETWORKS - sequential recovery for the 3rd straight qtr Q3 Rev growth at 23% QoQ up 56% YoY EBITDA at 10.1% vs 0% PAT at Rs [---] cr vs loss of Rs [------] cr Strong orderbook position at Rs [---] cr Cash on book at Rs 335cr @CNBCTV18News @TejasN_Official"
X Link 2021-01-21T02:49Z 54.5K followers, [---] engagements
"infosys up 44% since Q1 beat Will Q2 surprise or is it in the price Stk at life high $ Rev seen up 4.3% CC Rev seen +2.5% EBIT% seen at 23% vs 22.7% Kotak expects Rev guidance raise to 1-3% UBS to 1-2.5% vs 0-2% earlier while Citi CLSA unchanged @Infosys @CNBCTV18News"
X Link 2020-10-13T03:07Z 54.5K followers, [---] engagements
"Another blockbuster qtr from @LTI_Global Rev growth much ahead of est Actual Est $ Rev 8.25% 5.4% EBIT % 17.2% 16.8% Co reports strongest QoQ rev growth and best ever Q2 of 8.9% in CC Crosses the $ [--] billion annual rev run rate @CNBCTV18News"
X Link 2021-10-18T13:56Z 54.5K followers, [---] engagements
"BHarti beats-both India & Africa strong India wireless sees sharp rebound after Q1 impacted lockdown Rev up 7.4% vs est of 3.5% QOQ Margins up [---] bps vs est of [--] bps QoQ Margins at 42.6% vs 19.1% in 6qtrs ARPU up 3.2% QoQ adds 14.4m 4G subs QoQ @airtelnews @CNBCTV18News"
X Link 2020-10-27T14:12Z 54.5K followers, [---] engagements
"#Wimbeldon - it took #Federer [--] yrs to win the title again the whole while he believed he could even everyone wrote him off.#powerofdreams"
X Link 2017-07-16T15:14Z 54.5K followers, [---] engagements
"#NiravModiLoot - thank god atleast the fraud surfaced before the IPO guzzled retail money"
X Link 2018-02-19T02:41Z 54.5K followers, [---] engagements
"Cognizant says 20%+ of their code is already written by AI and when asked to guess how much it will contribute in future to code writing CEO Ravi Kumar said Wont be surprised if it is 50%+ Top tech CEOs around the world are embracing AI for coding. #SatyaNadella said AI is writing 30% of @Microsoft 's code #SundarPichai revealed 25% of new code at @Google is AI-generated while #MarkZuckerberg predicted that most of @Meta 's code will be written by AI in the next 12-18 months and that AI-generated code will be better than the work of most engineers. The numbers dont surprise but the question"
X Link 2025-05-03T01:53Z 54.5K followers, 18.8K engagements
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