# ![@RitikTanwar11 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1077586342232510464.png) @RitikTanwar11 Ritik Tanwar

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

### Engagements: [---] [#](/creator/twitter::1077586342232510464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1077586342232510464/c:line/m:interactions.svg)

- [--] Week [-----] +131%
- [--] Month [-----] -76%
- [--] Months [-------] +6,533%
- [--] Year [-------] +7,798%

### Mentions: [--] [#](/creator/twitter::1077586342232510464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1077586342232510464/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [--] -68%
- [--] Months [---] +2,861%
- [--] Year [---] +11,450%

### Followers: [---] [#](/creator/twitter::1077586342232510464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1077586342232510464/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +5.20%
- [--] Months [---] +741%

### CreatorRank: [---------] [#](/creator/twitter::1077586342232510464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1077586342232510464/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [premier league](/list/premier-league) 

**Social topic influence**
[india](/topic/india), [strong](/topic/strong), [stockmarket](/topic/stockmarket), [finance](/topic/finance), [stocks](/topic/stocks), [ipo](/topic/ipo), [business](/topic/business), [bullish](/topic/bullish), [momentum](/topic/momentum), [bank](/topic/bank)

**Top accounts mentioned or mentioned by**
[@58](/creator/undefined) [@trendlyne](/creator/undefined) [@cnbctv18live](/creator/undefined) [@redboxindia](/creator/undefined) [@625](/creator/undefined) [@thegreghead](/creator/undefined) [@chartwallah108](/creator/undefined) [@tradewithcirrus](/creator/undefined) [@numerologiist](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@inapataskar](/creator/undefined) [@livemint](/creator/undefined) [@sandybaliga](/creator/undefined) [@home](/creator/undefined)

**Top assets mentioned**
[Morgan Stanley (MS)](/topic/morgan-stanley) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [CVS Health Corp (CVS)](/topic/cvs) [Bitcoin (BTC)](/topic/bitcoin) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Stocks to Watch on 27th Aug [----] #BHEL #UltratechCement #HCLTech #MedPlus #MediAssist #AUSmallFinanceBank"  
[X Link](https://x.com/RitikTanwar11/status/1828274737757159783)  2024-08-27T03:33Z [--] followers, [---] engagements


"Stocks to Watch Today #Paytm #IndiGo #PBFintech #GenusPower #KECInternational #TataSteel #SonataSoftware #Wipro #Disney #Hotstar #Reliance #NLCIndia #VLSFinance"  
[X Link](https://x.com/RitikTanwar11/status/1829004180784046422)  2024-08-29T03:52Z [--] followers, [----] engagements


"#IPO Closing Today (02-Sep-2024) #IPOAlert #Travel&Rentals"  
[X Link](https://x.com/RitikTanwar11/status/1830443026780393751)  2024-09-02T03:10Z [--] followers, [--] engagements


"Stocks to Watch (03-Sep-2024) #AdaniEnergySolution #HDFCBANK #Gensol #Pedilite #IEX #ShriramFinance #technoelectric"  
[X Link](https://x.com/RitikTanwar11/status/1830807664797851774)  2024-09-03T03:18Z [--] followers, [---] engagements


"Stocks To Watch (09-Sep-2024) #olaelectric #jio #JioFinance #mazagondock #GodfreyPhillips #Granules #montecarlo #SuvanPharma"  
[X Link](https://x.com/RitikTanwar11/status/1832804046165430368)  2024-09-08T15:31Z [--] followers, [---] engagements


"Beating the Street by Peter Lynch a highly successful fund manager provides practical advice and valuable insights into the world of investing particularly for investors seeking to improve their stock-picking skills. #PeterLynch #BeatingTheStreet https://www.youtube.com/watchv=EIguFOyp0yU https://www.youtube.com/watchv=EIguFOyp0yU"  
[X Link](https://x.com/RitikTanwar11/status/1855852270887338167)  2024-11-11T05:57Z [--] followers, [--] engagements


"@thegreghead This robust performance and ambition for future growth are underpinned by a clear focus on sustained innovation by product diversification and moving into higher-margin value-added product including focus on GP (Pre-Galvanized) coils and pipes and Stainless Steel (SS) CR coils"  
[X Link](https://x.com/RitikTanwar11/status/1953176368415678922)  2025-08-06T19:28Z [--] followers, [--] engagements


"Premier Energies performance Reports record rev of 1869.5Cr (up 12%) and PAT of 307.8Cr (up 55%) in Q1 FY26 Commissions a 1.4GW module line and a 1.2GW TOPCon cell manufacturing line EBITDA reached 597.1Cr (61% YoY growth) with an operating EBITDA margin of 30.1%"  
[X Link](https://x.com/RitikTanwar11/status/1953324399249244461)  2025-08-07T05:16Z [--] followers, [---] engagements


"Global Health Ltd posts strong Q1 FY26 results 📈 Revenue from Operations Q1 FY26 : [-------] Cr Q1 FY25 : [------] Cr Revenue growth: 19.7% Profit After Tax (PAT) Q1 FY26 : [------] Cr Q1 FY25 : [------] Cr PAT growth: 49.6% 🔥"  
[X Link](https://x.com/RitikTanwar11/status/1953423180367810742)  2025-08-07T11:49Z [--] followers, [--] engagements


"Kalyan Jewellers Q1 FY26 Results : Revenue: [----] Cr (Q1 FY26) vs [----] Cr (Q1 FY25) +31.5% YoY 👏 PAT: [---] Cr (Q1 FY26) vs [---] Cr (Q1 FY25) +48.6% YoY🔥 EBITDA Margin: 7% (Q1 FY26) vs 6.7% (Q1 FY25) Strong momentum with robust top-line and margin expansion"  
[X Link](https://x.com/RitikTanwar11/status/1953425088851939503)  2025-08-07T11:56Z [--] followers, [---] engagements


"BSE Q1 FY26 Results: Decent YoY Growth 📈 Revenue: [-----] cr vs [-----] cr +9.9% YoY PAT: [-----] cr vs [-----] cr +25.4% YoY Strong quarter for BSE with double-digit profit growth despite a modest revenue increase"  
[X Link](https://x.com/RitikTanwar11/status/1953441479407604133)  2025-08-07T13:01Z [--] followers, [---] engagements


"📊 Kalyan Jewellers Q1 FY26 : 🔹Revenue:7268Cr (+31%YoY) 🔹PAT:264.1Cr(+49%YoY) 🔹EBITDA:508Cr(+38%YoY) 🔹SSSG:18% 🔹Showrooms:287(+32% YoY) 🛍38% of customers were new 🏪FOCO share drove margin gains 📉Franchising at 43% impacted GM but offset via op. leverage. Kalyan Jewellers Q1 FY26 Results : Revenue: [----] Cr (Q1 FY26) vs [----] Cr (Q1 FY25) +31.5% YoY 👏 PAT: [---] Cr (Q1 FY26) vs [---] Cr (Q1 FY25) +48.6% YoY🔥 EBITDA Margin: 7% (Q1 FY26) vs 6.7% (Q1 FY25) Strong momentum with robust top-line and margin expansion Kalyan Jewellers Q1 FY26 Results : Revenue: [----] Cr (Q1 FY26) vs [----] Cr (Q1"  
[X Link](https://x.com/RitikTanwar11/status/1953448764276105291)  2025-08-07T13:30Z [--] followers, [--] engagements


"📈 BSE Q1 FY26 Highlights: 💰 Revenue [---] Cr (+59% YoY) 📊 PAT [-----] Cr (+101% YoY) 💼 EBITDA [---] Cr (+122%) 🧠 Tech spend up 33% YoY 🔥 Margins surged: 50% vs 31% Solid traction across core ops #BSE"  
[X Link](https://x.com/RitikTanwar11/status/1953451196175274158)  2025-08-07T13:40Z [--] followers, [---] engagements


"Info Edge posts stellar Q4 🚀 Revenue: [------] crore 📈 (+16.8% YoY) PAT (Profit After Tax): 💰 (+32.4% YoY) PAT Margin: 43.35% Profit Before Tax (PBT) Margin: 54.51% Powered by strong growth & exceptional gains"  
[X Link](https://x.com/RitikTanwar11/status/1953737487383207964)  2025-08-08T08:38Z [--] followers, [--] engagements


"💍 PN Gadgil Jewellers Q1 FY26 Rev 1714.6Cr 2.9% YoY 7.9% QoQ PAT 69.34Cr 96% YoY 11.8% QoQ EPS [----] vs [----] Margins up on strong demand & cost control 🔥 Stellar start to FY26 despite higher opex"  
[X Link](https://x.com/RitikTanwar11/status/1955178881222365456)  2025-08-12T08:05Z [--] followers, [---] engagements


"📊 Laxmi India Finance Q1 FY26 AUM: 1346Cr (+30% YoY) PAT: 9.65Cr (+46% YoY) NIM: 9.99% COB: 11.82% GNPA: 1.28% NNPA: 0.67% [---] branches 95% collection efficiency 🔮Guidance AUM +35-40% FY26 RoE 15% in [--] yrs IPO funds to drive branch & tech expansion 🚀"  
[X Link](https://x.com/RitikTanwar11/status/1956936525062578604)  2025-08-17T04:30Z [--] followers, [--] engagements


"🚨 Big Move by PM Modi Govt proposes a bold #GST rate cut: 👉 [--] slabs ➝2 (5% & 18%) + 40% for sin goods 👉 99% of items at 12% ➝ 5% 👉 Many at 28% ➝ 18% Aim: revive demand boost FMCG autos durables cement tourism. Festive push starts Oct #Economy #HUL #Polycab #TVS"  
[X Link](https://x.com/RitikTanwar11/status/1957028380425294123)  2025-08-17T10:35Z [--] followers, [---] engagements


"Big positive for domestic steel majors like Tata Steel & JSW ⚙ Import pressure reduces pricing power improves. DGTR RECOMMENDS 3-YR SAFEGUARD DUTY ON FLAT STEEL IMPORTS (NON-ALLOY & ALLOY) TO PROTECT DOMESTIC PRODUCERS FROM SURGE IN SHIPMENTS DGTR RECOMMENDS 3-YR SAFEGUARD DUTY ON FLAT STEEL IMPORTS (NON-ALLOY & ALLOY) TO PROTECT DOMESTIC PRODUCERS FROM SURGE IN SHIPMENTS"  
[X Link](https://x.com/RitikTanwar11/status/1957099015780385151)  2025-08-17T15:15Z [--] followers, [---] engagements


"PNB Housing Finance🏦 Retail-focused (99% book retail) Guides 1819% retail loan growth NIM 3.653.7% steady GNPA 1.06% NNPA 0.69% CE 99% Capital adequacy 28.7% Talent pipeline strong CEO transition in Oct25 Focus: retail + affordable housing ✅"  
[X Link](https://x.com/RitikTanwar11/status/1957639910917296578)  2025-08-19T03:05Z [--] followers, [---] engagements


"India Shelter Finance🚀 AUM 34% YoY 8712Cr Disbursements 24% 887Cr PAT 43% 119Cr ROE 17.2% NIM 6% spreads 6.4% Stage [--] at 1.2% 30+ DPD 4.5% (seasonal) Added [--] branches (290 total) Guides 3035% loan growth FY26 ✅"  
[X Link](https://x.com/RitikTanwar11/status/1957644943129739713)  2025-08-19T03:25Z [--] followers, [--] engagements


"@CNBCTV18Live 🚨 VA Tech WABAG wins repeat order in Bahrain 🌍 Secures 5-yr O&M contract for [--] MLD Madinat Salman STP & Long Sea Outfall 💧 Order size: 5.12M BHD (118 Cr) 🏗 ✔ Strengthens annuity income cash flows & order book #VaTech #WaterTech #Bahrain"  
[X Link](https://x.com/RitikTanwar11/status/1957648871510921257)  2025-08-19T03:40Z [--] followers, [---] engagements


"Market Updates [--] Aug 📰 A quick wrap of todays key movers 👇 📈BPCL Rises as crude oil prices drop on hopes of easing sanctions on Russian oil. #BPCL #OilAndGas ⚡Ola Electric Stock surges after China lifts export restrictions on rare earth magnets to India. #OlaElectric #EV"  
[X Link](https://x.com/RitikTanwar11/status/1957800613334728759)  2025-08-19T13:43Z [--] followers, [---] engagements


"🚗 Tata Motors Partners with Motus Holdings to re-enter the South African PV market. #TataMotors #AutoSector 🛤 Kernex Microsystems Bags [-----] Cr order from Western Railways for Kavach system. #Kernex #Railways #DefenceTech"  
[X Link](https://x.com/RitikTanwar11/status/1957800849780130249)  2025-08-19T13:44Z [--] followers, [---] engagements


"@REDBOXINDIA ☀Servotech Renewable Power secures a 28.84Cr order from North Western Railway Jaipur Division for a [---] MW rooftop solar project. 📌End-to-end execution: design supply installation & commissioning 🌍Boosts Indian Railways green energy transition #Servotech #RenewableEnergy"  
[X Link](https://x.com/RitikTanwar11/status/1957810735800807744)  2025-08-19T14:23Z [--] followers, [---] engagements


"Dolly Khanna 🚀Net worth 37% to [---] Cr ➕New: Southern Petrochemicals Coffee Day Sarla Fibers 🌟Coffee Day +30.8% Southern Petrochemicals +16.9% ➕Raised stakes in Mangalore Chemicals (+158% YoY) & others Focus: Fertilizers #DollyKhanna #CoffeeDay #MangloreChemical"  
[X Link](https://x.com/RitikTanwar11/status/1957823061601972468)  2025-08-19T15:12Z [--] followers, [---] engagements


"Porinju Veliyath 📈 Net worth 13.5% to [---] Cr ➕ New: RPSG Ventures (+4.9% Q1) ➕ Stakes in Orient Bell Apollo Sindoori Hotels Sundaram Brake Lining MM Rubber Focus: Software & Services #PorinjuVeliyath #RPSG #ApolloSindooriHotels #OrientBell #MMRubber #SundaramBrakeLining"  
[X Link](https://x.com/RitikTanwar11/status/1957823536434684065)  2025-08-19T15:14Z [--] followers, [--] engagements


"Big Brokerages on Q1 Earnings & Outlook Heres what Morgan Stanley JP Morgan & Citi expect for India Inc and Nifty ahead"  
[X Link](https://x.com/RitikTanwar11/status/1958000648483393928)  2025-08-20T02:58Z [--] followers, [--] engagements


"🔹Morgan Stanley Q1: Sequential recovery strong topline beat margins in line Outlook: Triggers in place for new highs soon 📈 Sell-side expectations still low room for earnings beats"  
[X Link](https://x.com/RitikTanwar11/status/1958000762149081590)  2025-08-20T02:58Z [--] followers, [--] engagements


"🔹 JP Morgan Q1: In-line high single-digit growth despite global headwinds H2 drivers: tax cuts lower inflation rate cuts good monsoon 🌧 Prefers: banks consumer (ex-auto) hospitals real estate defense power Nifty target: [-----] (base) [-----] (bull) 🚀"  
[X Link](https://x.com/RitikTanwar11/status/1958000836786753804)  2025-08-20T02:59Z [--] followers, [--] engagements


"🔹 Citi View: Indian equities well-positioned ✅ Nifty target: [-----] by June (+7% upside) Festive demand factored in risk = slower consumption pickup 🛒"  
[X Link](https://x.com/RitikTanwar11/status/1958000950154502394)  2025-08-20T02:59Z [--] followers, [--] engagements


"📊 Share Market Live: Fund Houses Stock Calls heres what top brokerages are saying on India strategy & key sectors 🧵"  
[X Link](https://x.com/RitikTanwar11/status/1958003860682711097)  2025-08-20T03:11Z [--] followers, [--] engagements


"Positives ✅ CLSA on NTPC: Outperform TP [---] Nomura on Autos: 4W 2W benefit Jefferies on Telecom: Tariffs = +48% ARPU 📶 BofA: Autos & durables GST cut winners Antique: FMCG recovery Nestle/ITC/HUL/Emami strong; Marico/GCPL favs"  
[X Link](https://x.com/RitikTanwar11/status/1958003977238229159)  2025-08-20T03:11Z [--] followers, [--] engagements


"Neutrals ⚖ Nomura: GST cut boost cons. limited fiscal hit BofA on NBFCs: Credit card stress HFCs face intense comp. UBS on HAL: Neutral TP [----] UBS on SRF: Sell TP [----] Citi: SRF (Sell 2725) Hexaware (Buy TP cut 860) Infosys/HCLT (Neutral TP cuts)"  
[X Link](https://x.com/RitikTanwar11/status/1958004073996906920)  2025-08-20T03:12Z [--] followers, [--] engagements


"Stock Market News 📰 Lloyds Metal wins Tandsi-III coal mine ✅ Jain Irrigation & Mahindra EPC gain as Govt hints No GST on farm gear 🚜 NTPC arm commissions 212.5MW solar + 52.8MW wind ☀💨 SRF inks pact with Chemours for global demand 🌍 ➡ Sentiment: Positive"  
[X Link](https://x.com/RitikTanwar11/status/1958008018936754545)  2025-08-20T03:27Z [--] followers, [---] engagements


"Stock Market News 📰 Aarti Pharmalabs sets Sept [--] dividend record date 💰 Tata Steel faces HC hearing on 1902Cr penalty ⚖ Rane Holdings to invest 50Cr in subsidiary 🏭 GIC Housing clears 25Bn NCDs + 10Bn RPTs 💳 ➡ Sentiment: Mixed"  
[X Link](https://x.com/RitikTanwar11/status/1958008213040681411)  2025-08-20T03:28Z [--] followers, [--] engagements


"Prime Fresh to invest 150Cr in Nashik & Pune veggies 🥦 IDFC First Bank approves 43.7Cr preferential allotment 💹 Bajaj Auto Credit issues 500Cr CP @6.25% 💵 Suryoday SFB board to decide MD re-appointment Sept [--] 🏦 ➡ Sentiment: Neutral"  
[X Link](https://x.com/RitikTanwar11/status/1958008280644551114)  2025-08-20T03:28Z [--] followers, [---] engagements


"@6 IRFC sanctions 199.7Cr loan to Surat Metro 🚈 Kolte-Patil gets open offer for 2.31Cr shares 🏗 Hero Moto launches 125cc Glamour X 🏍 GMR Power board to discuss fundraise up to 3000Cr 💰 ➡ Sentiment: Positive"  
[X Link](https://x.com/RitikTanwar11/status/1958008363104821380)  2025-08-20T03:29Z [--] followers, [---] engagements


"📊Market Movers Today 🚀Gainers: Lloyds Metals (+3%) HAL (+2.6%) Astral (+2%) 📉Losers: Hyundai Motor (-2.8%) Aurobindo Pharma (-2.6%) Bajaj Holdings (-1.6%) 📈9 hit 52W highs (Ashok Leyland Fortis L&T Fin) 🔄18 200DMA (Indian Hotels Exide) [--] 200DMA ➡ Sentiment: Mixed"  
[X Link](https://x.com/RitikTanwar11/status/1958019291405775229)  2025-08-20T04:12Z [--] followers, [---] engagements


"🚨 Tata Steel moves Orissa HC filing a writ petition against [------] Cr demand notice issued by Dy. Director of Mines Jaipur over alleged shortfall in mineral dispatches from Sukinda Chromite block. #TataSteel #Mining #CorporateLitigation"  
[X Link](https://x.com/RitikTanwar11/status/1958034583284265205)  2025-08-20T05:13Z [--] followers, [---] engagements


"🎮 Nazara Technologies tanks as govt plans strict Online Gaming Bill [----] ⚠ Draft proposes ban on money games ads & payments major risk for real-money gaming biz. #OnlineGaming #PolicyRisk"  
[X Link](https://x.com/RitikTanwar11/status/1958046971916169613)  2025-08-20T06:02Z [--] followers, [---] engagements


"🚀 Regaal Resources makes a strong market debut Shares list at [---] (🔼38.2% vs IPO price 102). 💰 IPO size: [---] Cr Oversubscription: 159.9x 🤯 Strong demand + premium listing = solid start for investors. #IPO #StockMarket #RegaalResources"  
[X Link](https://x.com/RitikTanwar11/status/1958058099077722160)  2025-08-20T06:46Z [--] followers, [---] engagements


"📶 Bharti Airtel gains as it scraps entry-level 249/month 1GB/day plan. 🔄 New minimum pack: 279/month for 1.5GB/day. 💡 Tariff tweak signals focus on ARPU growth & premiumization. #BhartiAirtel #Telecom #StockMarket"  
[X Link](https://x.com/RitikTanwar11/status/1958062984884023681)  2025-08-20T07:06Z [--] followers, [--] engagements


"🌍 Tata Motors re-enters South Africa 🚙 Launches [--] SUV ranges + a compact hatchback after [--] yrs aiming to grab 68% market share & break into the top [--] PV players. vs : Battle heats up as India & China push budget-friendly imports. #TataMotors #SouthAfrica #SUV #Autos"  
[X Link](https://x.com/RitikTanwar11/status/1958071614844911839)  2025-08-20T07:40Z [--] followers, [---] engagements


"🚘Geojit BNP Paribas keeps its Buy rating on #KPIT with a TP of [----] signaling a 17.6% upside -Higher client engagement -Push into off-highway mobility -Expansion in China & India Geojit sees a 10.2% revenue CAGR over FY26-27 as KPIT strengthens its auto-tech dominance 🚀"  
[X Link](https://x.com/RitikTanwar11/status/1958088721951260951)  2025-08-20T08:48Z [--] followers, [--] engagements


"🔒 Tac Infosec 🚀 [--] Hits 5% UC [--] US arm CyberScope Web3 to file confidential Nasdaq IPO draft with SEC 📄 Big global leap for the cybersecurity play 🌍 #tacinfosec"  
[X Link](https://x.com/RitikTanwar11/status/1958108755088073017)  2025-08-20T10:08Z [--] followers, [---] engagements


"📢 UltraTech Cement to sell [----] Cr shares (6.49% stake) in India Cements via OFS. 📉 Stake to reduce from 81.49% ➝ 75% 📈 Move aligns with regulatory norms unlocks value & enhances float. #UltraTech #IndiaCements"  
[X Link](https://x.com/RitikTanwar11/status/1958365750219223457)  2025-08-21T03:09Z [---] followers, [--] engagements


"🚀 LTTS launches PLxAI (GenAI PDLC framework) 36+ use cases deployed 35+ in design Covers design validation aftermarket Features: FMEA Digital Twin Agentic AI 📈 Boosts innovation speed & cost efficiency #LTTS #AI #Tech"  
[X Link](https://x.com/RitikTanwar11/status/1958372230771183624)  2025-08-21T03:34Z [--] followers, [--] engagements


"📉V-Guard promoter Kochouseph Chittilappilly sold 41.5lac shares (154Cr) via block deal at [---]. 👉Promoter stake trim may raise sentiment concerns 👉Possible near-term pressure 👉Long-term fundamentals remain linked to company performance not just stake sale. #VGuard"  
[X Link](https://x.com/RitikTanwar11/status/1958402171667702032)  2025-08-21T05:33Z [--] followers, [--] engagements


"🚀Insurance stocks rally: Niva Bupa Star Health SBI Life in focus. 💡Reports: Life & Health insurance may be exempt from 18% GST if bought by individuals. 🏛GST Council to decide post consultations with states. 📈If approved lower premiums higher demand growth for insurers"  
[X Link](https://x.com/RitikTanwar11/status/1958411696751649071)  2025-08-21T06:11Z [---] followers, [--] engagements


"@REDBOXINDIA 🚨 Nifty [--] reshuffle buzz Nuvama sees Max Healthcare & IndiGo entering the index in Aug25 with Max alone eyeing $400M passive inflows. Exit names speculated: Hero MotoCorp IndusInd Bank. Big shift toward healthcare & aviation. #Nifty50"  
[X Link](https://x.com/RitikTanwar11/status/1958416048908333101)  2025-08-21T06:29Z [--] followers, [---] engagements


"📈 PTC India Fin rises Signs pact with Enviro Infras arm for Vento Power Infra mgmt transfer @ [-----] Cr Follows LoI for debt resolution of Vento Power Boosts investor sentiment on debt recovery #PTCIndia #Renewables"  
[X Link](https://x.com/RitikTanwar11/status/1958427845388349658)  2025-08-21T07:15Z [--] followers, [---] engagements


"1Textiles & Apparel US 50% tariffs=neartrade ban for Indian textiles Margins thin buyers may shift sourcing. Firms exploring EU/UK/NZ as markets 2Gems & Jewellery Jewellery exports face sharp hit. Nomura warns sectoral shock worst here. Firms must diversify to cushion blow"  
[X Link](https://x.com/RitikTanwar11/status/1958444098777489616)  2025-08-21T08:20Z [--] followers, [--] engagements


"3 Seafood Seafood exporters 🐟 fear demand shift to rivals. Goldman warns prolonged tariffs may weigh on earnings & new investments. [--] Macro Impact RBI IMF & S&P: domestic demand will cushion GDP. Export-heavy sectors hurt but overall slowdown limited to [----] bps 📉"  
[X Link](https://x.com/RitikTanwar11/status/1958444209519612176)  2025-08-21T08:21Z [---] followers, [--] engagements


"🚛 Deven Choksey on Ashok Leyland: Retains Buy TP [---] (18.3%) Growth drivers: LCV MCV & HCV demand + margin expansion Revenue seen growing at 8.3% CAGR (FY26-27) #DevenChoksey #AshokLeyland"  
[X Link](https://x.com/RitikTanwar11/status/1958466737151578434)  2025-08-21T09:50Z [--] followers, [--] engagements


"⚡Premier Energies launches 620W DCR solar modules using G12R TOPCon tech 🔹G12R TOPCon cells higher conversion output & efficiency vs PERC 🔹 Lower LCOE strong low-light & durability 🔹 Supports Make in India + rooftop/utility projects #PremierEnergies #Solar"  
[X Link](https://x.com/RitikTanwar11/status/1958730252521545934)  2025-08-22T03:17Z [---] followers, [---] engagements


"Brokerages Radar Today 👇 Pharma & Healthcare💊 -Macquarie: USEU deal tariffs capped 15% on generics & branded. Monitor MFN rates -Kotak on Sagility: Buy TP [--] (+24%). US healthcare admin digitisation play. Healthy margins; near-term pressure. Risk: client concentration"  
[X Link](https://x.com/RitikTanwar11/status/1958736004661354730)  2025-08-22T03:40Z [--] followers, [---] engagements


"FMCG 🚬 Morgan Stanley on ITC: Buy/OW TP cut [---] (500). EBITDA [------] bps (inflation/weak F25). FY2627 EPS 34%. Restaurants 🍴 Macquarie: Demand muted festive season key. Westlife hopeful. Jubilant TP [---] (545 Underperform). Devyani Outperform"  
[X Link](https://x.com/RitikTanwar11/status/1958736133841649814)  2025-08-22T03:41Z [--] followers, [--] engagements


"IT 💻 Nomura: -Buy Wipro TP [---]. -ER&D deal adds [---] bps rev FY27F [--] bps margin. JP Morgan: - Neutral TP [---]. - Harmans digital buy adds 0.7% FY26 2.3% FY27 margin dilutive"  
[X Link](https://x.com/RitikTanwar11/status/1958737129678545331)  2025-08-22T03:44Z [--] followers, [--] engagements


"BPM/Services 📞 Kotak on Firstsource: - Reduce TP [---] (+1%). -FY2528 CAGR 11.7% EBITM +90 bps. -GenAI risk (40% revs). Kotak on eClerx: -Reduce TP [----]. -Rev +12.1% CAGR +150 bps margin 24x FY27 P/E"  
[X Link](https://x.com/RitikTanwar11/status/1958737283202654410)  2025-08-22T03:45Z [--] followers, [--] engagements


"Auto 🚜 CLSA on Escorts Kubota: TP [----]. Tractor growth mid-high single digit FY26. GST cut rural spend to lift demand. Market share gains via new launches"  
[X Link](https://x.com/RitikTanwar11/status/1958737340970782875)  2025-08-22T03:45Z [--] followers, [--] engagements


"🔹R Systems +13% on Novigo buy (400cr+stock) 🔹Adds 2060cr rev 380cr EBITDA; EPS accretive from next tear 🔹Novigo grew 44% CAGR 25% margin 🔹Synergy: OptimaAI+UiPath+MS Copilot 🔹Expands to Middle East & tier-2 India"  
[X Link](https://x.com/RitikTanwar11/status/1958757326535393780)  2025-08-22T05:05Z [--] followers, [---] engagements


"📌 NIIT Learning Systems Update 👉Board okays 15.8M (159.6 Cr) corporate guarantee 👉In favour of subsidiary NIIT (Ireland) 👉Loan: 15M (152 Cr) from ICICI Bank UK #NIIT #CorporateUpdate #StockMarket"  
[X Link](https://x.com/RitikTanwar11/status/1958761724183490795)  2025-08-22T05:22Z [--] followers, [--] engagements


"Hindalco Industries 💰 plans a massive $10B investment over [--] years to scale aluminium copper & speciality alumina operations in India & overseas. #Metals #Capex #StockMarket"  
[X Link](https://x.com/RitikTanwar11/status/1958793712068088150)  2025-08-22T07:29Z [--] followers, [--] engagements


"Geojit BNP Paribas upgrades Suzlon Energy ⚡ Rating: Buy (from Accumulate) Target Price: [--] 📈 (28% upside) Growth Drivers: Strong WTG & forging biz better utilisation Revenue CAGR: 42% (FY26-27) 🚀 #Suzlon #StockMarket #RenewableEnergy"  
[X Link](https://x.com/RitikTanwar11/status/1958795526091964864)  2025-08-22T07:37Z [--] followers, [---] engagements


"US Market Surge 🌐 📊 All [--] major indices 2% 🛰 Powell hints at rate cut next month 📈 S&P [---] at [----] (+1.5% day +14.7% YoY) 📚 AER: Policy shifts boost confidence short-term but risk overvaluation #USMarkets #JeromePowell #Nasdaq"  
[X Link](https://x.com/RitikTanwar11/status/1958937922570158106)  2025-08-22T17:02Z [--] followers, [--] engagements


"🔹NIFTY [---] rejig (Sep 30) Max Healthcare Solar Inds Hindustan Zinc IN; Dabur ICICI Pru OUT 🔹Shift to #Healthcare #Renewables #Infra metals 🔹Analysts see HZ up 15-20% on zinc demand ICMM push 🔹Finance weight trimmed post RBI stress tests #solarinds #dabur #maxhealth"  
[X Link](https://x.com/RitikTanwar11/status/1959105338268942834)  2025-08-23T04:08Z [---] followers, [---] engagements


"🚀Platform Companies in India = Next Big Theme for Investors Why ✅Network Effects (self-reinforcing growth) ✅Scalability & Operating Leverage ✅Huge TAM (expanding across verticals) But⚠watch out: regulation competition & valuations #Policybazaar #Zomato #CDSL #Nykaa #Paytm"  
[X Link](https://x.com/RitikTanwar11/status/1959111104006623333)  2025-08-23T04:31Z [--] followers, [---] engagements


"Asarfi Hospitals 🎗 (8/10) Sales +56% PAT 2x 🚀 Oncology focus 🧬 Occupancy 47% 🛏 Guidance moved to FY27 Needs time"  
[X Link](https://x.com/RitikTanwar11/status/1959187484170179033)  2025-08-23T09:34Z [---] followers, [--] engagements


"Apollo Hospitals 👑 (9/10) Mcap [--] lakh cr Expanding Apollo Clinics 🏪 Clinics loss-making Steady but tough to grow"  
[X Link](https://x.com/RitikTanwar11/status/1959187534388552102)  2025-08-23T09:34Z [---] followers, [--] engagements


"Narayana Hrudayalaya ❤ (10/10) Beds growing 57% CAGR Target [----] beds No big catalysts Steady not exciting"  
[X Link](https://x.com/RitikTanwar11/status/1959187728085516367)  2025-08-23T09:35Z [---] followers, [---] engagements


"Max Healthcare 🌟🔥 (11/10) Sales +27% PAT +17% ARPO 70k 💰 Occupancy 75% Beds +30% CAGR; Mohali Vikrant on track Some projects break even [--] yr ⚡ Clear leader"  
[X Link](https://x.com/RitikTanwar11/status/1959187777901441501)  2025-08-23T09:35Z [---] followers, [--] engagements


"🔥➡❄ AC Sectors Wild Ride Boom to Bus 🌡Last years🔥El Nio drove 30% growth; this years❄coldest summer in [--] yrs + early rains hit hard 📉#PGL cuts guidance (sales to 17-19% PAT 22%) #Amber pivots to electronics #BlueStar cautious Stay away for FY26 #Voltas"  
[X Link](https://x.com/RitikTanwar11/status/1959252028888129886)  2025-08-23T13:50Z [--] followers, [---] engagements


"Biggest Naval Boost India signs [-----] Cr submarine deal 🚢 (vs [-----] Cr estimate). [--] Partners Mazagon Dock Shipbuilders + Germanys Thyssenkrupp Marine Systems (TKMS). [--] Scope [--] diesel-electric submarines with AIP tech for longer endurance #mazagondock #defence"  
[X Link](https://x.com/RitikTanwar11/status/1959499678770188778)  2025-08-24T06:15Z [--] followers, [---] engagements


"Stocks to Watch 🚨 🏦 Yes Bank: RBI nod for SMBC to hike stake to 24.99% ⚓ Mazagon Dock: Govt clears talks for [--] German-backed submarines 🔧 JSW Steel: [------] Cr demand notice from Odisha govt 🛵 TVS Motor: Venu Srinivasan reappointed to board #YesBank #mazagon #JSWSteel #TVS"  
[X Link](https://x.com/RitikTanwar11/status/1959812998077493378)  2025-08-25T03:00Z [---] followers, [---] engagements


"🚀 Market Watch: Top Brokerage Calls From EV moves to pharma outsourcing lending giants & retail bets heres what Goldman Jefferies HSBC & Kotak say about TVS Motor CRDMO players Bajaj Finance Trent & Reliance. 👇"  
[X Link](https://x.com/RitikTanwar11/status/1959816020375568823)  2025-08-25T03:12Z [--] followers, [---] engagements


"📊Highlights [--] #TVS Motor Neutral TP 3430; EV & launches key. 2CRDMO sector Jefferies bullish high-teens CAGR. [--] #Bajaj Fin Buy; steady leadership & growth. [--] #Trent Buy; Zudio expansion despite high P/E. [--] #Reliance Buy; core biz strong but O2C & tariffs ris"  
[X Link](https://x.com/RitikTanwar11/status/1959816966711193856)  2025-08-25T03:15Z [--] followers, [---] engagements


"1 TVS Motor Goldman Sachs Neutral🛵 📊Goldman Sachs lifts TP to [----] (vs. 3294) a modest 4% upside. ⚡EV scooters & #NTorq [---] launches b/w AugSep key drivers. 🎯GST policy clarity & rare earth shortages remain risks. 🔥Indias EV market CAGR: 28.5% till [----]. #TVS"  
[X Link](https://x.com/RitikTanwar11/status/1959817627792228766)  2025-08-25T03:18Z [--] followers, [--] engagements


"2 CRDMO Sector Jefferies Bullish 💊 Indias CRDMO story shines Jefferies sees high-teens CAGR with #SaiLife #Piramal #Divis & Cohance leading. 🔬Sai Life capex up 31% YoY; Divis earmarks [--------] cr. 📈Despite IPO slowdown pharma outsourcing is resilient. #Pharma"  
[X Link](https://x.com/RitikTanwar11/status/1959818082735866091)  2025-08-25T03:20Z [--] followers, [---] engagements


"3 Bajaj Finance Jefferies Buy 💳 Bajaj Finance gets Jefferies thumbs-up TP [----]. 📊Loan growth 23-24% YoY AUM at [-----] cr. 🔥Strong leadership (Rajeev Jain till 2028) & 20% RoE. ⚡SME credit costs manageable -Deposit growth 21% amid NBFC headwinds. #BajajFinance"  
[X Link](https://x.com/RitikTanwar11/status/1959818566976651687)  2025-08-25T03:22Z [--] followers, [--] engagements


"4 Trent HSBC Buy 🛍 HSBC loves retail Buy call on Trent TP [----] (17% upside). 📈Zudio scaling fast: only 12/235 cities have 10+ stores = huge runway. ⚡Premium 75x P/E but growth intact. 🎯Watch Fed cues & rate cuts. #Trent #Retail"  
[X Link](https://x.com/RitikTanwar11/status/1959818984855101542)  2025-08-25T03:23Z [--] followers, [---] engagements


"5 Reliance Kotak Buy ⚡ Reliance Industries gets Kotaks Buy TP [----]. 📈Retail & Jio stable but O2C margins hit by U.S. tariffs (Aug 2025) & lower Russian crude. 🎯Energy geopolitics a key risk. #Reliance #Oil"  
[X Link](https://x.com/RitikTanwar11/status/1959819246407696612)  2025-08-25T03:24Z [--] followers, [--] engagements


"Indias GST cut could chill AC prices ❄ Blue Star lifts sales forecast to 20% (vs 1015%) as Modi govt plans to slash AC tax from 28%➡18% by Oct. Dealers & peers Voltas Daikin may see short-term dip before festive boost. #GST #Consumption #BlueStar"  
[X Link](https://x.com/RitikTanwar11/status/1959823253352194383)  2025-08-25T03:40Z [--] followers, [--] engagements


"📈 Paper stocks rally JK Paper +14.7% West Coast +11.8% TNPL +16.3% (as of 9:54 AM IST). Market demand & packaging boom driving surge; sector growing 7% annually (IPMA 2023). #Stocks #Paper #Markets #Packaging"  
[X Link](https://x.com/RitikTanwar11/status/1959835116479652264)  2025-08-25T04:27Z [--] followers, [--] engagements


"📈 #Nifty50 opens higher +80 pts after Fridays sell-off. 💸 FIIs sold 1622.5Cr DIIs 329.3Cr last session. 📊 #Midcap100 & #Smallcap100 also open strong. 💻 #NiftyIT & 🏢 #NiftyRealty start in green"  
[X Link](https://x.com/RitikTanwar11/status/1959847311896629508)  2025-08-25T05:16Z [--] followers, [--] engagements


"#RidingHigh: YES Bank +3.6% MphasiS +3.2% Mazagon Dock +2.8%. 📉 #Downers: Waaree -1.8% Bajaj Holdings -1.3% Swiggy -1.1%. 🔑 #BSE500: [--] stocks hit 52W highs (Maruti TVS UNO Minda); Divis DLF above 200DMA; Motherson Tata Power slip"  
[X Link](https://x.com/RitikTanwar11/status/1959847717460426764)  2025-08-25T05:18Z [--] followers, [---] engagements


"#BrigadeEnterprises Surges as it launches a new Bengaluru residential project (9.4 lakh sq. ft.) with revenue potential of [---] Cr. #CEAT gains as subsidiary CEAT OHT Lanka to invest $171M (1495 Cr) in Sri Lanka to boost off-highway tyre & track manufacturing"  
[X Link](https://x.com/RitikTanwar11/status/1959848430144016397)  2025-08-25T05:20Z [---] followers, [--] engagements


"#Godrej Properties rises after selling [---] homes worth [----] Cr at its new Hyderabad project Godrej Regal Pavilion (revenue potential [----] Cr). #GMR Power & Urban Infra GMR Power & Urban Infra up as board clears fundraise of [----] Cr via QIP/other routes"  
[X Link](https://x.com/RitikTanwar11/status/1959848555100708891)  2025-08-25T05:21Z [--] followers, [---] engagements


"#StarCement as NE arm wins preferred bidder status for Parewar (SN-IV) limestone mine in Jaisalmer 🪨 #Mazagon Dock after govt clears talks with Thyssenkrupp for [-----] Cr 6-submarine deal for Indian Navy ⚓"  
[X Link](https://x.com/RitikTanwar11/status/1959858535782842702)  2025-08-25T06:01Z [--] followers, [---] engagements


"#JMFinancial on #ITC Hotels 🏨 [--] Downgrade: 'Sell' call issued [--] Target: 215/share 🎯 [--] Reason: Near-term growth restricted; no new assets till FY28 [--] EBITDA Outlook: Expected to decline at 13% CAGR FY2628 vs 22% earlier 📉"  
[X Link](https://x.com/RitikTanwar11/status/1959865560642265596)  2025-08-25T06:28Z [--] followers, [---] engagements


"JK Paper & West Coast Paper Mills📈 -Sharp Rise: After DGFT move -Reason: DGFT sets MIP of 67220/MT on virgin multi-layer paper board (VMPB) 🚫🌏 -Impact: Curbs cheap imports; supports domestic players -Use: VMPB key for pharma FMCG food electronics & cosmetics packaging 📦"  
[X Link](https://x.com/RitikTanwar11/status/1959877568426852597)  2025-08-25T07:16Z [--] followers, [--] engagements


"Reliance Group Stocks 🚨 [--] Hit Lower Circuit (5%): Reliance Comms Infra & Power plunge [--] Reason: Bank of India classifies loans & directors (incl. Anil Ambani) as fraud 🛑 [--] Details: Forensic audit by BDO flagged diversion of part of [---] Cr loan (201317) 🔍💸"  
[X Link](https://x.com/RitikTanwar11/status/1959877622000751037)  2025-08-25T07:16Z [--] followers, [--] engagements


"📈 Markets extend last weeks gains Nifty [--] rose 1% on PMs lower GST rate push. Optimism lifts sentiment across sectors. 👉 A blockbuster week ahead for markets & IPO street. Strong macro tailwinds + buzzing primary market = exciting times for investors. Details 👇"  
[X Link](https://x.com/RitikTanwar11/status/1959961759328137333)  2025-08-25T12:51Z [--] followers, [--] engagements


"📊Indias Flash PMI hits a record [----] in Aug(vs [----] in Jul). -Stronger demand -Surge in new orders -Exports at fastest pace since [----] 🗣Vinod Nair Geojit Record-high PMI + urban demand revival supports market. Consumption to gain from good monsoon🌧low rates💰&GST reliefs"  
[X Link](https://x.com/RitikTanwar11/status/1959962533336437165)  2025-08-25T12:54Z [--] followers, [--] engagements


"From Jackson Hole: Fed Chair Powell hints at a Sept rate cut but outcome hinges on jobs & inflation data. Traders also eye Aug [--] US tariff update (extra 25% on goods). 📌 IPO Buzz: Markets remain 🔥 with [--] issues opening this week + [--] listings"  
[X Link](https://x.com/RitikTanwar11/status/1959962747262931386)  2025-08-25T12:55Z [--] followers, [--] engagements


"FMCG Q1 Snapshot 🚀 ✅Highest PAT: ITC [----] Cr ✅Highest Sales: HUL [-----] Cr ✅Top Growth: Godfrey Phillips Sales 36.5% Profit 25.1% ✅Patanjali sees revenue surge (24%) but profit slump (-31%). #FMCG #Earnings #ITC #HUL #VarunBeverages #Dabur #Nestle #Colgate"  
[X Link](https://x.com/RitikTanwar11/status/1960343747821969577)  2025-08-26T14:09Z [--] followers, [---] engagements


"Two Sector Snapshot 🛵🏍 👉Highest Revenue Growth: Ather +78.8% 👉Strongest PAT Growth: Hero +63% 👉Market Cap Leader: Bajaj 2.43L Cr 👉Ola & Ather still loss-making despite growth. #bajajauto #tvsmotor #heromoto #EicherMotors #OlaElectric #Aether"  
[X Link](https://x.com/RitikTanwar11/status/1960537766892364273)  2025-08-27T03:00Z [--] followers, [---] engagements


"💹Emerald Finance: Strong momentum 💰Income: 6.74Cr (+453% YoY) 📈Net Profit: [----] Cr (+86%) 🤝90+ corporates onboarded for EWA; monthly disb. 4Cr+ ➜ 15Cr by FY27 📊Loan book: [--] Cr; 0% NPA in EWA 🚀PAT growth target: [---] by FY27 on FY24 #Fintech #EmeraldFinance"  
[X Link](https://x.com/RitikTanwar11/status/1960646679096398225)  2025-08-27T10:12Z [--] followers, [---] engagements


"🚀Netweb Tech continues to lead Indias high-end computing revolution Q1 FY26 Revenue: 3012M (+101.7% YoY) AI Systems grew 300% YoY now 29% of revenue strong R&D focus expanding exports Target: 3035% CAGR growth AI to 2022% of biz HPC & Cloud 3540% each #AI #MadeInIndia"  
[X Link](https://x.com/RitikTanwar11/status/1960898886848897387)  2025-08-28T02:55Z [---] followers, [---] engagements


"Stocks to watch Aug 28🔔 IndiGo: Gangwal to sell 3.1% stake via 7027cr block deal✈ TCS: Names Amit Kapoor Chief AI Officer🤖 SBI Card: Launches co-branded card with Flipkart💳 Dr Reddy's Biocon Tata Steel Oil India UBL post key moves #StockMarket #StocksToWatch"  
[X Link](https://x.com/RitikTanwar11/status/1960905180771172352)  2025-08-28T03:20Z [--] followers, [---] engagements


"🌍Market Updates: #Manorama expands into with Shea & Mango processing unit #BSE to introduce pre-open in F&O from Dec8📊 #SaiLife adds [---] KL capacity⚗ #TVS Orbiter EV launch [---] km IDC range 99900🚀 #Manappuram [----] Cr deal with BC Asia💰 #SpiceJet revival"  
[X Link](https://x.com/RitikTanwar11/status/1960993945355456755)  2025-08-28T09:12Z [--] followers, [---] engagements


"Stocks to Watch #JioFin📈book 11kCr vs 217Cr YoY #IndiGo✈extends [--] Boeing [---] lease #NTPC🔥shifts 7.7kCr coal biz to arm #LemonTree🏨signs 98-room Dehradun hotel #Muthoot💰500Cr into subsidiary #CGPower🔌7.6kCr OSAT in Guj 5k jobs #AGIInfra🏗buys 60% WorldNext Realty"  
[X Link](https://x.com/RitikTanwar11/status/1961257496925888785)  2025-08-29T02:40Z [--] followers, [---] engagements


"Market Updates #elcid Invests 15Cr in Nexon Omniverse #MajesticAuto gets 70.8Cr from stake sale #AdaniPower wins 2.4kMW project #Motherson buys stakes in & India #YesBank: Sumitomo to pump 16kCr #BoB cuts loan rates #NTPC okays 2.8kCr project #Zydus drug trial success"  
[X Link](https://x.com/RitikTanwar11/status/1961305716167229595)  2025-08-29T05:51Z [--] followers, [---] engagements


"Weekend Corporate Updates #Optiemus opens Indias 1st tempered glass plant #Indoco inks 24.65Cr sale-leaseback #Aurobindo gets USFDA [---] #Graphite signs SGAM MoU #AdaniPower wins 800MW LoA #pnbhousing issues NCD up to 5kCr #Ugro #zyduswellness also in focus Details 👇"  
[X Link](https://x.com/RitikTanwar11/status/1961719251313860657)  2025-08-30T09:14Z [--] followers, [---] engagements


"#PGElectroplast 1000Cr Maha MoU #Ather unveils next-gen EV platform+Rizta upgrades🛵 #Virtuoso 800Cr Nashik MoU [---] jobs #ABInfrabuild stock split 1:10 #ApolloTyres wins 301Cr excise case #BHEL tech pact w/ DRDO #Neuland Lab new capacity live #HEG WOS graphene tech tie-up"  
[X Link](https://x.com/RitikTanwar11/status/1961725033614639514)  2025-08-30T09:37Z [--] followers, [---] engagements


"💎Stock Spotlight: #Kalyan Jewellers From hyperlocal strength to global reach (India ME US) Kalyan delivered 31% revenue & 49% PAT growth in Q1FY26. Aggressive FOCO-led expansion (170 stores FY26) debt reduction & studded push keep margins strong. ✨"  
[X Link](https://x.com/RitikTanwar11/status/1962099761932321252)  2025-08-31T10:26Z [---] followers, [---] engagements


"#StocksToWatch 01-Sep-2025 Optiemus opens Indias 1st tempered glass plant Indoco inks 24.65Cr sale-leaseback Aurobindo gets USFDA [---] Graphite signs SGAM MoU Adani Power wins 800MW LoA Pnb Housing issues NCD up to 5kCr Ugro Capital & Zydus Wellness also in focus Weekend Corporate Updates #Optiemus opens Indias 1st tempered glass plant #Indoco inks 24.65Cr sale-leaseback #Aurobindo gets USFDA [---] #Graphite signs SGAM MoU #AdaniPower wins 800MW LoA #pnbhousing issues NCD up to 5kCr #Ugro #zyduswellness also in focus Details 👇 https://t.co/N8fmvxE8Z7 Weekend Corporate Updates #Optiemus opens"  
[X Link](https://x.com/RitikTanwar11/status/1962343402533732758)  2025-09-01T02:35Z [--] followers, [---] engagements


"📌Market Hour Buzz 🔹Lloyds Metals: 360KTPA sponge iron plant commissioned🚀 🔹Neogen JV with Morita for LiPF in India 🔹Dharan Infra: 1.171Cr EPC wins🏗 🔹#BajajAuto Aug sales: +5%(Exports +29%) 🔹Premier Energies bads 2.7kCr order 🔹Brokerage: Apollo Torrent Suzlon 2W"  
[X Link](https://x.com/RitikTanwar11/status/1962378448363769967)  2025-09-01T04:54Z [---] followers, [---] engagements


"Incred on Apollo Hospitals 🎯Target: [----] Rating: Add Rising healthcare spending supports long-term growth Lifestyle/disease shifts & higher awareness = demand boost Medical tourism & Bangladesh tailwinds aid revenues"  
[X Link](https://x.com/RitikTanwar11/status/1962393213152657477)  2025-09-01T05:52Z [---] followers, [--] engagements


"Morgan Stanley on Torrent Power 🎯 Target: [----] Rating: Equal-weight LoA for [----] MW thermal project in MP IRRs expected at 1517% Capacity charge est. 2.12.2/unit Balance sheet strong: Net debt/EBITDA 1.4x Net D/E 0.4x"  
[X Link](https://x.com/RitikTanwar11/status/1962393311618204047)  2025-09-01T05:53Z [--] followers, [--] engagements


"📊RBI Data (AprJun Quarter) Current Account Deficit $2.4Bn vs $8.6Bn YoY (0.2% of GDP vs 0.9%)✅ FDI inflows: $5.7Bn vs $6.2Bn YoY Portfolio Investment inflows: $1.6Bn vs $0.9Bn YoY 📈 👉Big macro boost: CAD narrows sharply portfolio flows strengthen 🚀"  
[X Link](https://x.com/RitikTanwar11/status/1962498629962519039)  2025-09-01T12:51Z [--] followers, [--] engagements


"#StockToWatch 🏢Prestige 1kCr guarantee 🛞CEAT buys Camso($171M) ⚡IGL-RVUNL solar JV 🔆Websol 3kCr exp. 1:10 split 🍺UBL starts Kingfisher brew 🛡BEL 644Cr orders 🌱UPL 49% Grow Chem 🌍BLS Intl Kenya buy ⛏NMDC prod +10%sales +8% Follow for market infographic updates 📊"  
[X Link](https://x.com/RitikTanwar11/status/1962710571721126116)  2025-09-02T02:54Z [---] followers, [---] engagements


"Market Hour Update 📦Adani Ports cargo +16% YoY 🏦Yes Bank: RBI nod for Chairman ⚡Syrma JV in electronics 🤝Kaynes Tech OSAT collab 🔄Concord Control merger nod ⚙TD Power ops smooth till Sept [--] 🚜Govt allows ethanol prod ✈Axiscades bags $1.2M orders 🌬Inox Wind hikes guidance"  
[X Link](https://x.com/RitikTanwar11/status/1962739688801976541)  2025-09-02T04:49Z [---] followers, [---] engagements


"PM Modi at #SemiconIndia2025: Oil was black gold chips are digital diamonds. India despite global headwinds grew 7.8% in Q1. $18B+ invested in [--] semi projects 1st commercial chips rolling this year. World trusts India to power the chip future. Here are the🔑 takeaways👇"  
[X Link](https://x.com/RitikTanwar11/status/1962764645858681068)  2025-09-02T06:28Z [--] followers, [--] engagements


"Global Trust in India 🌍40+ nations showcasing semiconductor tech in India. The world trusts India the world believes in India. Economic Strength 📈Q1 GDP growth: 7.8% (beat est) Growth across: Services Manufacturing Agri India is on path to be the 3rd largest economy"  
[X Link](https://x.com/RitikTanwar11/status/1962764866361663614)  2025-09-02T06:29Z [--] followers, [--] engagements


"Post Market Hour Update #BHEL: CGST order quashes 31.2Cr demand #Adani Energy Sol: Forms new subsi & rebought $44.7M notes Adani Power: Govt nod to start Dhirauli mine ops Firstsource: Named Horizon [--] Market Leader in HFS Mortgage Reinvention More updates"  
[X Link](https://x.com/RitikTanwar11/status/1962884440109219921)  2025-09-02T14:24Z [---] followers, [---] engagements


"Ganesh Benzoplast: NCLT rejects plea Seamec: Arbitration on Tug Maria #TCS: 550M Tryg deal DCM Shriram+Aarti: Chlorine pact Hexaware: AWS Premier #AstraZeneca: Mfg license exit Quadrant: 129Cr RailTel order AB Cap: 100Cr NCDs Yes Bank: SMBC nod Transworld: Vessel ops resume"  
[X Link](https://x.com/RitikTanwar11/status/1962884772784660942)  2025-09-02T14:26Z [---] followers, [---] engagements


"#StocksToWatch (1/3) 🍴#Zomato hikes delivery fee to [--] 🌱KPI Green raises 670Cr ☀Waaree Energies acquires Kotsons & ImpactGrid 🏗PNC Infratech L1 for 297Cr Varanasi runway 📡Indus Towers expands into Africa with #Airtel 💻E2E wins 177Cr IndiaAI GPU allocation Details👇"  
[X Link](https://x.com/RitikTanwar11/status/1963074973800821149)  2025-09-03T03:02Z [--] followers, [---] engagements


"📊Top Brokerage Calls Sep [--] [----] 🚛Ashok Leyland (CMP 131)Citi Plans 300-400Cr battery mfg capex (23 yrs) BUY TP [---] 🚬ITC (CMP 407)Jefferies 💨GST meet may ease cess concerns 📌BUY TP [---] 🏗Indus Towers CLSA: Outperform TP [---] Citi: BUY TP 460"  
[X Link](https://x.com/RitikTanwar11/status/1963099834455368016)  2025-09-03T04:40Z [---] followers, [---] engagements


"🤔 Street betting on: 🚛 Ashok Leylands EV battery future 🚬 ITCs tax clarity relief 🏗 Indus Towers dividend story Africa play Which one do you see delivering first 👇"  
[X Link](https://x.com/RitikTanwar11/status/1963100356826865973)  2025-09-03T04:42Z [---] followers, [--] engagements


"More Details 🚨Netweb Tech secures 1734Cr AI infra order 🤖 📌Strategic win under IndiaAI Mission 🖥Powered by NVIDIA Blackwell GPUs ⚡Builds sovereign AI infra for India 🏗Execution: Q4 FY26 H1 FY27 📊Order is outside recurring guidance #Netweb #IndiaAI #Nvidia"  
[X Link](https://x.com/RitikTanwar11/status/1963109515886506265)  2025-09-03T05:19Z [---] followers, [---] engagements


"Good to see when a portfolio company gets a big boost 💥 Do you own #Netweb in your portfolio 📈 #Investment #IndiaAI"  
[X Link](https://x.com/RitikTanwar11/status/1963112862462734411)  2025-09-03T05:32Z [---] followers, [---] engagements


"Market Hour Update 🥃Piccadily Agro: To triple ethanol cap. & double storage by H1 FY26 💻Dev IT: Dev Accelerator IPO (1.1B) 🛡Quick Heal: GenAI/ML push 🔆Borosil Renewables: Q1 EBITDA 630M PAT 360M 💊Aarti Pharmalabs: New 1kCr CDMO goal 💳#Paytm: MDR on #UPI(Zee)"  
[X Link](https://x.com/RitikTanwar11/status/1963168484096889273)  2025-09-03T09:13Z [---] followers, [---] engagements


"📊Brokerages weigh in on GST cuts: Positive for Cement FMCG Durables Autos Boosts affordability festive demand & consumption growth Fiscal hit [----] bps but manageable Biggest winners: ITC Britannia Havells Voltas Nestle🔥 Do you see this fueling a consumption🚀"  
[X Link](https://x.com/RitikTanwar11/status/1963470369131491593)  2025-09-04T05:13Z [--] followers, [---] engagements


"UBS on GST cuts 📝 Cement: Positive but demand inelastic Durables: Voltas & Havells gain 🎉 FMCG: Neutral-to-positive Insurance: Limited ITC offset = negative but demand boost #GST #Consumption"  
[X Link](https://x.com/RitikTanwar11/status/1963470478397624708)  2025-09-04T05:13Z [--] followers, [--] engagements


"Bernstein on GST cuts 📊 Reform ends doubts on govts consumer push ✅ Fiscal hit: [----] bps Motorcycles muted ACs strong growth Stay underweight capex/industrials overweight consumption themes 🚀 #GSTReforms"  
[X Link](https://x.com/RitikTanwar11/status/1963470623222493194)  2025-09-04T05:14Z [--] followers, [--] engagements


"Citi on GST rationalization 💡 Rev. loss 48k cr FY24 57.6k cr FY26 (0.16% GDP) Could cut CPI by 1.1pp (full passthrough) 📉 Actual impact lower due to ITC & partial benefit #Markets #GSTReforms"  
[X Link](https://x.com/RitikTanwar11/status/1963470665400430681)  2025-09-04T05:14Z [--] followers, [--] engagements


"Jefferies on GST reforms 📌 Staples gain; apparel & footwear positive 👕 Tobacco outlook uncertain 🚬 GST on delivery services (18%) = slight negative for Swiggy/Zomato Overall consumer benefit platform cost 👍 #Consumption"  
[X Link](https://x.com/RitikTanwar11/status/1963470719280374104)  2025-09-04T05:14Z [--] followers, [--] engagements


"Goldman Sachs on GST 🛒 Boosts wallet branded shift Volume growth & margin expansion for FMCG Key winners: ITC Britannia Colgate Dabur Nestle HUL Marico 🎯 #FMCG #GSTReforms"  
[X Link](https://x.com/RitikTanwar11/status/1963470776470048954)  2025-09-04T05:14Z [--] followers, [--] engagements


"CLSA India Strategy 🏦 GST cuts + IT & rate cuts = 3rd major consumption boost 🚀 GDP lift: [--] bps Winners: Autos FMCG Durables Cement Insurance QSR Alcohol 🍔🥂 SMEs gain via lower WC & higher ROE #Consumption #India"  
[X Link](https://x.com/RitikTanwar11/status/1963470821453959271)  2025-09-04T05:14Z [--] followers, [--] engagements


"🔎Bottom line GST rate cuts are seen as a decisive consumption booster. Brokerages agreeautos FMCG durables cement & insurance stand to gain the most. Fiscal hit manageable sentiment tailwind strong🚀 Will you bet on #ConsumptionStocks Yes No Yes No"  
[X Link](https://x.com/RitikTanwar11/status/1963472890923286757)  2025-09-04T05:23Z [--] followers, [--] engagements


"🚨Market Hour Updates Shriram Fin: Growth outlook raised to 1718% on GST cut ITI Ltd bags 110Cr empanelment for IT infra Lucent acquires Mobavenue for 60Cr IEX & AngelOne Aug Update FMCG & Poly Medicure rally🚀 If you find this useful❤+🔁to stay updated"  
[X Link](https://x.com/RitikTanwar11/status/1963489705669845093)  2025-09-04T06:30Z [--] followers, [---] engagements


"⚖ Weekly Performance vs Nifty [---] Outperformers: Ola Electric (+26.8%) Bata India (+16.6%) Netweb (+15.5%) Underperformers: Sundaram Finance (-8.1%) SJVN (-6.9%) IPCA Labs (-6.7%) 👉 Contrasting moves across consumer vs. financials/pharma"  
[X Link](https://x.com/RitikTanwar11/status/1963541927892013519)  2025-09-04T09:57Z [--] followers, [---] engagements


"🔊 Volume Shockers V-Mart: 47.0M Aptus: 44.7M IDFC First Bank: 35.6M ITC: 26.6M Niva Bupa: 26.4M 👉 Heavy participation seen in retail & financial counters"  
[X Link](https://x.com/RitikTanwar11/status/1963541963778461758)  2025-09-04T09:57Z [--] followers, [---] engagements


"📊Market Wrap Sep [--] [----] Market fails to hold GST-led gains #Sensex slips [---] pts from highs ends +150 at [-----] #Nifty [---] pts off highs closes flat at [-----] M&M +6% on SUV/tractor GST relief🚜 Consumption stocks shine IT under pressure💻 #StockMarket #Nifty #Sensex #GST"  
[X Link](https://x.com/RitikTanwar11/status/1963585352347656226)  2025-09-04T12:50Z [--] followers, [---] engagements


"Big day of corporate moves🚀 🏗RPP Infra wins 134.2Cr order 💊Zota Health to raise 5kCr ⚡RSWM inks RE pact with #Adani Green 🔥#NTPC shuts 440MW Tanda-I 🧪Yasho bags 150Cr/yr supply deal #BharatForge STL HDFC Life Trent & more if you find this useful❤+🔁to stay updated"  
[X Link](https://x.com/RitikTanwar11/status/1963640754678415509)  2025-09-04T16:30Z [---] followers, [---] engagements


"#StocksToWatch Sep [--] [----] #trent #hclinfosystems #NTPC #AdaniGreen #RPPInfra #ZotaHealthcare #YashoInd #sterlitetech #HDFCLIFE If you find this useful ❤ + 🔁 to stay updated Big day of corporate moves🚀 🏗RPP Infra wins 134.2Cr order 💊Zota Health to raise 5kCr ⚡RSWM inks RE pact with #Adani Green 🔥#NTPC shuts 440MW Tanda-I 🧪Yasho bags 150Cr/yr supply deal #BharatForge STL HDFC Life Trent & more if you find this useful❤+🔁to stay updated https://t.co/7O2GrS4DB9 Big day of corporate moves🚀 🏗RPP Infra wins 134.2Cr order 💊Zota Health to raise 5kCr ⚡RSWM inks RE pact with #Adani Green"  
[X Link](https://x.com/RitikTanwar11/status/1963799250594324496)  2025-09-05T03:00Z [--] followers, [---] engagements


"#StocksToWatch [--] Sep [----] ☀Solarium Green bags 8.2Cr rooftop solar order from #NTPC 🏗Shree Digvijay Cement stake sale (50.1%) to IRF Entities 🚆Concord launchess 1st zero-emission loco propulsion system Swiggy RIL Shiva Cement Malpani Pipes RelianceComm . Read 👇"  
[X Link](https://x.com/RitikTanwar11/status/1963804278503387495)  2025-09-05T03:20Z [---] followers, [---] engagements


"🌍 Global Market Buzz Asian mkts mixed: Nikkei +0.82% Kospi +0.2% ASX200 +0.46% Hang Seng -1.12% Trump formalises auto tariff cut Wall St rally: S&P [---] hits record high US jobs miss (54k vs 75k est) Gold $3600 Oil eases on US crude build US 10Y yield slips to 4.16%"  
[X Link](https://x.com/RitikTanwar11/status/1963805385954845130)  2025-09-05T03:24Z [--] followers, [--] engagements


"Brokerage Radar [--] Sept 🔍📈 Street views on Chola Finance (#CHOLAFIN) Ola Electric (#OLAELECTRIC) TVS Motor (#TVSMOTOR) & DLF (#DLF) fresh targets growth outlook & key risks. A quick breakdown 👇🧵"  
[X Link](https://x.com/RitikTanwar11/status/1963809647363784704)  2025-09-05T03:41Z [--] followers, [---] engagements


"1/ HSBC on Chola Finance 🏦 🎯 Target: [----] CMP: [----] Buy FY26 growth: 20% YoY but macro challenges flagged Margins to benefit from lower cost of funds Credit cost [--] bps higher than FY25 (1.4%) FY27: stronger AUM growth + margin expansion #HSBC #CHOLAFIN"  
[X Link](https://x.com/RitikTanwar11/status/1963809793619177543)  2025-09-05T03:41Z [---] followers, [---] engagements


"Goldman Sachs on Ola Electric⚡ 🎯Target: [--] ( from 63) CMP: [----] Buy Battery mfg. plan scaled to [--] GWh (vs [--] GWh earlier) PLI certification for Gen 3✅ Performance scooters launching next year🚀 FY2628 revenue est. raised up to 5% #GoldmanSachs #OlaElectric"  
[X Link](https://x.com/RitikTanwar11/status/1963810157814808951)  2025-09-05T03:43Z [---] followers, [---] engagements


"4/ Jefferies on DLF 🏢 🎯 Target: [----] CMP: [---] Buy Focus: strong cash flow + quality land bank Near-term P&L flattish but margins trending up FY28 earnings to reflect strong underlying sales Trades below NAV avg attractive risk-reward #Jefferies #DLF"  
[X Link](https://x.com/RitikTanwar11/status/1963810430079439113)  2025-09-05T03:44Z [--] followers, [---] engagements


"#MotilalOswal on Quick Commerce 🍴 🔹#Swiggy upgraded to Buy TP [---] (+32%) 🔹#Zomato Buy maintained TP [---] (+29%) Focus on cost control & profitability GST rationalisation + platform fee hikes = tailwinds FD growth est. raised to 2123% (FY2627) #BrokerageReport"  
[X Link](https://x.com/RitikTanwar11/status/1963825822877585813)  2025-09-05T04:45Z [--] followers, [--] engagements


"🚨 UPDATE IT Sector Reuters: Trump may impose tariffs on Indian IT industry 💻 (#TCS #Infosys #Wipro #HCL in focus). Potential headwind for sector that contributes heavily to Indias exports & jobs. Do you think markets are underpricing this risk 🤔"  
[X Link](https://x.com/RitikTanwar11/status/1963826504212844593)  2025-09-05T04:48Z [--] followers, [---] engagements


"(3/5)📉 Market Breadth Of [----] stocks traded today: [----] advanced (51%) [----] declined (47%) [--] unchanged (2%) Breadth stays balanced mirroring the flat index close. #MarketBreadth #Stocks"  
[X Link](https://x.com/RitikTanwar11/status/1964023546742534601)  2025-09-05T17:51Z [--] followers, [--] engagements


"(4/5)🚀Stock Buzz Vedanta wins race for JP Associates (17000Cr bid) BHEL inks 10-yr hydrogen fuel cell MoU with Horizon (Singapore) Zydus USFDA Jarod plant inspection ends with [--] obs no data issues #StocksToWatch"  
[X Link](https://x.com/RitikTanwar11/status/1964023825684668910)  2025-09-05T17:52Z [--] followers, [---] engagements


"Hey folks This is your Sep [--] Market Wrap 👇 If you find it useful hit ❤ & 🔁 ⚡ Coming up later today: Full weekly market action A deep dive on Ola Electric (#OlaElectric) is it the next #Zomato or not 👉 Follow me so you dont miss it 📊(1/5) Market Wrap Sep [--] [----] Markets end flat amid profit booking & trade tensions Sensex: [-----] (7) Nifty 50: [-----] (7) Nifty 500: [-----] (10) 🔻 hits record low: 88.36/$ 📉VIX at [----] (1.2%) 💰FII -1305Cr DII +1821Cr Net inflow +516Cr #Nifty #Sensex https://t.co/uOKHB2IepL 📊(1/5) Market Wrap Sep [--] [----] Markets end flat amid profit booking & trade tensions"  
[X Link](https://x.com/RitikTanwar11/status/1964172371298046335)  2025-09-06T03:42Z [--] followers, [---] engagements


"(6/9) IPO Watch: Upcoming IPOs 🚀 Krupal Metals (8 Sep) Jay Ambe Supermarkets (9 Sep) Shringaar House of Mangalsutra (10 Sep) Plenty of SME action next week"  
[X Link](https://x.com/RitikTanwar11/status/1964226239603822675)  2025-09-06T07:16Z [--] followers, [---] engagements


"(7/9) Next Week to Watch: 🔹 Earnings trigger: Q2 results on the horizon 🔹 Levels: Nifty [-----] resistance / [-----] support 🔹 Macro: Trumps tariff stance + global cues 🔹 Sectors: Auto FMCG Metals Hotels New Age Tech 🔹 Stocks: Hindalco BSE ITC Relaxo"  
[X Link](https://x.com/RitikTanwar11/status/1964226504130265522)  2025-09-06T07:17Z [--] followers, [--] engagements


"(8/9) Curreny 💱Rupee: 88.28/$ (-8 paise) vs [-----] last week"  
[X Link](https://x.com/RitikTanwar11/status/1964227345583112425)  2025-09-06T07:21Z [--] followers, [--] engagements


"(9/9) Thats the wrap ✅ Stay tuned for weekly insights sectoral highlights & IPO trackers. 👉 Follow @RitikTanwar11 for sharp market updates"  
[X Link](https://x.com/RitikTanwar11/status/1964227494199902637)  2025-09-06T07:21Z [--] followers, [--] engagements


"⚡ Case Study: Ola Electric (#OlaElectric ) Can it be the next Zomato (#Zomato) From scooters to motorcycles from losses to turning EBITDA positive Ola is eyeing Zomato-style growth. Heres a breakdown 🧵👇"  
[X Link](https://x.com/RitikTanwar11/status/1964353000727577064)  2025-09-06T15:40Z [---] followers, [----] engagements


"#OlaElectric playbook = [--] Pillars [--] Vertical integration (90% in-house Gen [--] own [----] cells) [--] Product portfolio (14 scooter models + Roadster bikes) [--] Distribution edge (4000+ touchpoints 50% Tier-3/rural)"  
[X Link](https://x.com/RitikTanwar11/status/1964353636638617704)  2025-09-06T15:42Z [--] followers, [---] engagements


"⚙ Gen [--] = Margin Booster 20% more range & power 11% lower costs Quality leap (defects 51%) MoveOS+ adoption @58% (100% margin product) [---] patents filed (Indias EV leader)"  
[X Link](https://x.com/RitikTanwar11/status/1964353830037979490)  2025-09-06T15:43Z [--] followers, [---] engagements


"@58 💡 FY25 = Execution pains Warranty costs regn glitches competition EV penetration slower than hoped But Ola pivoted: profitable growth hypergrowth disciplined CapEx service infra scaled"  
[X Link](https://x.com/RitikTanwar11/status/1964354166081425533)  2025-09-06T15:45Z [--] followers, [--] engagements


"@58 🍽#Zomato Food delivery: 20% CAGR target Blinkit scaling fast (Delhi +70% YoY) expanding to 3k stores Competitive marketmargins pressured ⚡#OlaElectric EV industry: still early growing 3x faster than ICE Entry into motorcycles = game-changing boost Moving to profitability"  
[X Link](https://x.com/RitikTanwar11/status/1964354612871229543)  2025-09-06T15:46Z [--] followers, [---] engagements


"@58 📌 Takeaway: Ola is where Zomato was a few years back aggressive growth strong TAM evolving path to profitability. The real inflection point = EV motorcycles 🏍 Will Ola mirror Zomatos growth curve Time will tell 👀"  
[X Link](https://x.com/RitikTanwar11/status/1964354658291351821)  2025-09-06T15:47Z [--] followers, [---] engagements


"🚀 Indias #Semiconductor sector is heating up From fabs & OSAT to chemicals gases & equipment multiple listed cos. are building capacity with big growth guidance. Heres a snapshot of triggers + outlook 👇provided by @Chart_Wallah108"  
[X Link](https://x.com/RitikTanwar11/status/1964613709046964668)  2025-09-07T08:56Z [--] followers, [---] engagements


"1CG Power 76kCr chip facility; transformer capacity rising to 85k MVA 2Kaynes Tech 3.4kCr OSAT facility; targeting 65% topline growth 3Acutaas Chem JV in Korea; 25% growth with 100bps margin expansion (FY26) 4Jubilant Ingrevia 6.5kCr+ rev by FY27 with margin gains"  
[X Link](https://x.com/RitikTanwar11/status/1964613960503869557)  2025-09-07T08:57Z [--] followers, [--] engagements


"5Archean (SiC Fab)-2067Cr semiconductor fab facility Potential to hit 500Cr PAT by FY30 6RIR Power Indias first silicon carbide fab (Odisha) ; Targeting 250Cr PAT by FY30 7ASM Tech🛠Indias 1st semiconductor equipment manufacturing facility;Mukul Agrawal holds 11.7%"  
[X Link](https://x.com/RitikTanwar11/status/1964614422472835133)  2025-09-07T08:59Z [--] followers, [--] engagements


"🔥 Busy weekend of corporate & macro updates autos cutting prices #Adanis big power push #RBI meet with exporters #OPEC oil moves global tech layoffs #OpenAIs huge cash burn & more. Full wrap 🧵👇"  
[X Link](https://x.com/RitikTanwar11/status/1964681110488838641)  2025-09-07T13:24Z [---] followers, [---] engagements


"🏗Max Estate buys 7.25-acre land in Gurugram ⚡Adani Group: $60B power investment by FY32 🌊Adani Power + Druk Green Power: 570MW Bhutan hydro project 🛫SpiceJet: Q1 net loss 2.34B vs profit YoY 💧NTPC Green Energy: Green H2 fueling station at Tuticorin 🚘Auto majors cut prices"  
[X Link](https://x.com/RitikTanwar11/status/1964681560030118117)  2025-09-07T13:26Z [---] followers, [---] engagements


"Macro/Economy 🌍OPEC+: To hike oil production in October 📉Exporters: Meet RBI on Sept 11demand loan relief NPA relaxations moratoriums 🥇China: Central bank adds gold for 10th straight month Trump tariffs: Exempts graphite tungsten uranium gold; levies on silicone"  
[X Link](https://x.com/RitikTanwar11/status/1964681918299201633)  2025-09-07T13:27Z [--] followers, [--] engagements


"Global/Sectoral 💻 Big Tech layoffs: 100k+ jobs cut in [----] as firms shift to AI/automation 🧪 Deeptech India: $5B funding projected in [--] years 🤖 #OpenAI: Launches jobs platform vs LinkedIn Cash burn $115B by [----] $8B in [----] $17B in [----] $35B in [----] $45B in 2028"  
[X Link](https://x.com/RitikTanwar11/status/1964682114517139929)  2025-09-07T13:28Z [---] followers, [---] engagements


"#StockToWatch [--] Sep [----] Adani Green commissions [----] MW solar project 🌞 HFCL bags $40.65M export order 🌐 Zydus (4 obs) & Aurobindo (8 obs) get USFDA Form 483s ⚕ Ceigall Time Technoplast Ratnamani Aegis ACME Solar & Imagicaa with fresh expansion moves 🚀"  
[X Link](https://x.com/RitikTanwar11/status/1964891113090945314)  2025-09-08T03:18Z [---] followers, [---] engagements


"O🛞 Nuvama on CEAT (CMP 3350.70) ✅ Upgrade to BUY 🎯 TP [----] Revenue run-rate: $130150m Utilisation 50% EBITDA margin: low-teens could reach 20% medium term Payment: $138m paid $43m due FY27 & $44m due FY29 #Tyres #CEAT"  
[X Link](https://x.com/RitikTanwar11/status/1964907610639122591)  2025-09-08T04:24Z [---] followers, [--] engagements


"🍲 Nomura on Swiggy (CMP 439.75) Initiates BUY 🎯 TP [---] Food delivery: steady profitability path key cash generator Quick commerce: challenger but margin improvement likely Strong funding low dilution risk ⚠ Macro slowdown could weigh on FD growth #Swiggy #FoodTech"  
[X Link](https://x.com/RitikTanwar11/status/1964907724082426106)  2025-09-08T04:24Z [---] followers, [--] engagements


"📦 Nomura on Eternal (CMP 329.50) Maintains BUY 🎯 TP [---] FD biz: growth + profitability improving QC margin bottoming inventory-led model to aid expansion Risks: slowdown in FD & QC competition Valuations: 40x FY28 EV/EBITDA (FD) 1.2x EV/GOV (QC) #Zomato #BrokerageRadar"  
[X Link](https://x.com/RitikTanwar11/status/1964907924960301308)  2025-09-08T04:25Z [---] followers, [--] engagements


"🚗 Brokerages on Samvardhana Motherson CMP - [--] Jefferies: BUY TP [---] Investec: HOLD TP [--] Morgan Stanley: OVERWEIGHT TP [---] #Auto #Motherson"  
[X Link](https://x.com/RitikTanwar11/status/1964908288543490171)  2025-09-08T04:26Z [---] followers, [---] engagements


"📊 Market Wrap Sep [--] [----] Indian equities ended in the green extending morning gains. Metals & Capital Markets indices led while Auto outperformed. Heres the full wrap"  
[X Link](https://x.com/RitikTanwar11/status/1965091604831838580)  2025-09-08T16:35Z [---] followers, [--] engagements


"Nifty 50: [-----] (+0.13%) Sensex: [-----] (+0.09%) Nifty 500: [-----] (+0.22%) Market breadth: [----] gainers vs [----] losers out of [----] stocks traded ✅ Volatility: India VIX closed at [----] (+0.6%)"  
[X Link](https://x.com/RitikTanwar11/status/1965092193204666727)  2025-09-08T16:37Z [---] followers, [---] engagements


"🚀 Top performing sector: Autos & Auto Components (+2.7%) 📈 Nifty Smallcap [---] & Midcap [---] also gained ⚙ Nifty Metal & Nifty Capital Markets closed in the green Overbought on RSI: TVS Motor Netweb Tech Hero Moto HBL Power"  
[X Link](https://x.com/RitikTanwar11/status/1965092481722450406)  2025-09-08T16:38Z [---] followers, [---] engagements


"#StocksToWatch Sep [--] [----] ✅ Positives: Sudarshan Pharma KMC Hospitals RailTel Godrej CP Infosys Vedanta Strides Pharma Morepen B.R.Goyal Infra & more ❌ Negatives: Sun Pharma(#SunPharma) RVNL Key highlights: Orders capex JV buyback expansion plans 👇"  
[X Link](https://x.com/RitikTanwar11/status/1965251817547202578)  2025-09-09T03:12Z [---] followers, [---] engagements


"Market Hour Buzz ✅ Reliance/E2E:OpenAI DC talks John Cockerill:furnace contract Virtual Galaxy:69Cr MoU Glenmark:$700M AbbVie deal SpiceJet:$54M equity Embassy:204Cr sold-out RailTel:660Cr order Jio Fin:Allianz JV Gopal Snacks:new mfg deals ❌ ONGC: fire Kotak: block deal"  
[X Link](https://x.com/RitikTanwar11/status/1965311042197880957)  2025-09-09T07:07Z [---] followers, [---] engagements


"📊 Market Wrap Sep [--] [----] #Nifty50 0.4% #Sensex 0.4% #Nifty [---] 0.3% Market breadth weak: [----] adv. vs [----] decl. #VIX 1.4% at [----] Follow @RitikTanwar11 for more wrappers and follow this thread for every section 🧵 Key movers sector trends & global cues"  
[X Link](https://x.com/RitikTanwar11/status/1965405037519351867)  2025-09-09T13:20Z [---] followers, [---] engagements


"🚀 Key Movers #RailTel: +5.4% 714Cr digital classroom order #Waaree Renewables: 1252Cr solar EPC order #Brigade: JD deal for 2500Cr luxury project #BajajAuto: GST cut prices drop up to 24k #Navin Fluorine: Jefferies Buy TP 6025"  
[X Link](https://x.com/RitikTanwar11/status/1965405346220179954)  2025-09-09T13:22Z [---] followers, [---] engagements


"🔬 More Positives #Alembic Pharma: USFDA nod for Phytonadione injectable #Cupid: stake buy in Saudi fragrance brand #Sterling & Wilson: 415Cr solar order #MamataMachinery : export order for 9-layer plant #Vadilal: new CEO Himanshu Kanwar"  
[X Link](https://x.com/RitikTanwar11/status/1965405611342090711)  2025-09-09T13:23Z [---] followers, [---] engagements


"📉 Weak Spots #KotakMahindraBank: Block deal SMBC to offload 6000Cr stake funds Yes Bank buy #BikajiFoods: Falls after ED summons MD #BlueJet Healthcare: Promoter stake sale (3.42% OFS floor 675)"  
[X Link](https://x.com/RitikTanwar11/status/1965405953114902561)  2025-09-09T13:24Z [---] followers, [---] engagements


"Brokerage Radar Sep [--] GS on Amber :🟡Neutral TP [----] () HSBC on Aster DM :🟢Buy TP [---] CLSA on UltraTech :🟢Outperform TP [-----] UBS on Supreme Inds :🔴Sell TP [----] UBS on Astral :🟢Buy TP [----] If you find this useful❤+🔁& follow @RitikTanwar11"  
[X Link](https://x.com/RitikTanwar11/status/1965648156466843741)  2025-09-10T05:26Z [---] followers, [---] engagements


"Market Buzz ✅Positives: Gopal Snacks Rajesh Power MIC Electronics HAL Shukra Pharma Jindal Stainless CarTrade Kellton Tech Yes Bank MTAR Tech Blue Cloud Softech ❌Negatives: Goodluck (cuts growth guidance) Andhra Petrochemicals (sunset review risk) 🌍BYD India EV push"  
[X Link](https://x.com/RitikTanwar11/status/1965679125185921336)  2025-09-10T07:29Z [---] followers, [----] engagements


"Fitch upgrades Indias FY26 growth outlook to 6.9% (vs 6.5%) 🚀 Q1 GDP surprised at 7.8% led by strong services (+9.3%) & consumption (+7%). Risks: US tariffs investment sentiment ⚠ Inflation at 1.6% (Jul 7-yr low) 🥦 RBI may cut rates in late-2025. #IndiaEconomy #Fitch"  
[X Link](https://x.com/RitikTanwar11/status/1965694599273595229)  2025-09-10T08:31Z [---] followers, [--] engagements


"📊 Market Wrap Sep [--] [----] Nifty50 0.4% (24973) Sensex 0.4% (81425) Nifty500 0.5% (23074) Breadth ✅: [----] gainers vs [----] losers VIX 1.4% to [----] Optimism from trade talks lifted markets. Follow the thread for more insights"  
[X Link](https://x.com/RitikTanwar11/status/1965757740665761848)  2025-09-10T12:42Z [---] followers, [---] engagements


"🔥 Key Movers Top Gainers: OFSS +10.1% Welspun Living +9.9% VTL +8.1% Elecon +7.3% IGIL +7.1% Top Losers: JM Fin -7.9% FirstCry -4.5% BSE -3.7% Vijaya -3.0% Cohance -2.9%"  
[X Link](https://x.com/RitikTanwar11/status/1965757992315560360)  2025-09-10T12:43Z [---] followers, [---] engagements


"🌍 Macro & Global AMFI: Aug MF equity inflows 21% MoM to 33430Cr; AUM at 75.2L Cr Fitch upgrades India FY26 GDP outlook 6.9% (vs 6.5%)🚀 IndiaOman FTA to be finalised soon; active talks Oil volatile but stable ⚖ Rupee steady at 88.10/$ #StockMarket"  
[X Link](https://x.com/RitikTanwar11/status/1965758570106065357)  2025-09-10T12:45Z [---] followers, [--] engagements


"📈 Sectors & Flows Nifty IT & Defence lead gains Software & Services 2.4% (best performer) Midcap & Smallcap indices also firm RSI overbought 🚨: Eicher TVS Netweb Hero Breadth ✅: [----] gainers vs [----] losers"  
[X Link](https://x.com/RitikTanwar11/status/1965758764574965814)  2025-09-10T12:46Z [---] followers, [---] engagements


"🏢 Corporate Updates Muthoot Finance: 2000Cr infusion into Homefin Tata Comm 🤝 Cisco: ESIM + IoT push ITC: Aashirvaad High Protein Atta launch Premier Explosives: 78.3M Defence order Torrent Pharma: 26% in hybrid solar+wind project"  
[X Link](https://x.com/RitikTanwar11/status/1965758904316674088)  2025-09-10T12:46Z [---] followers, [---] engagements


"#StocksToWatch Sep [--] [----] ✅ Deepak Fertilisers JV Insolation [--] SPVs Zodiac solar plants Highway Infra 190Cr deal Five-Star 4kCr NCDs Mazagon Dock sub talks ❌Reliance Comm fraud notice Watch Jupiter Eicher GST Bajaj Finserv RVNL Astral Lupin Rainbow hospital also👇"  
[X Link](https://x.com/RitikTanwar11/status/1965973576089309355)  2025-09-11T03:00Z [---] followers, [---] engagements


"📊 Market Wrap Sep [--] [----] #Nifty [--] 0.1% (25005) #Sensex 0.2% (81549) Nifty [---] 0.1% (23103) Market breadth 🔻: [----] gainers vs [----] losers VIX 1.7% at [----] #Rupee ends at record low of 88.44/$ Follow the thread for more insights"  
[X Link](https://x.com/RitikTanwar11/status/1966107355827089737)  2025-09-11T11:51Z [---] followers, [---] engagements


"🔥 Key Movers: Kalpataru Projects(#KalpataruProjects ) +2.3% (2720Cr orders) GMR Airport(#gmrairport ) & SAGILITY lead high-volume gainers 🚀 Waaree Energies(#WAAREENER ) +7.5% (near 52W high) ☀ Angel One(#AngelOne ) -5.1% BSE -4.6% Netweb -4.1% drag 📉"  
[X Link](https://x.com/RitikTanwar11/status/1966107951829012809)  2025-09-11T11:53Z [---] followers, [---] engagements


"📊 Macro Watch: WPI likely +0.5% YoY (vs -0.6%) CPI expected at 2.2% (8-yr low base effect) SEBI may end weekly F&O expiries move to monthly with glide path; same-day expiry across exchanges under study"  
[X Link](https://x.com/RitikTanwar11/status/1966108096549228780)  2025-09-11T11:54Z [---] followers, [---] engagements


"🏗Updates: Kalpataru Projects: [----] cr order wins (+2.3%) SW Infra buys 57Cr rail siding (Karnataka) JBM Auto secures $100M IFC funding to scale e-buses 🚌 Consolidated Constr. wins 1800M orders Piramal Enterprises gets NCLT nod for merger with Piramal Finance"  
[X Link](https://x.com/RitikTanwar11/status/1966108546258354349)  2025-09-11T11:56Z [---] followers, [---] engagements


"📢#StocksToWatch Sep [--] [----] 🟢INFOSYS [-----] Cr Buyback + AI Deal w/ Hanesbrands 🟢LODHA 300B MoU for Green Data Centre Park 🟢JSW ENERGY [---] MW Renewable Capacity Commissioned 🟢JBM AUTO $100M IFC Funding for E-Buses 🟢HEMANT SURGICAL [----] Cr Govt X-ray Order"  
[X Link](https://x.com/RitikTanwar11/status/1966328412311588889)  2025-09-12T02:30Z [---] followers, [---] engagements


"📢#StocksToWatch Sep [--] [----] 🟢MAZAGON DOCK TKMS Submarine Talks18.5B Backlog 🟢BHARAT FORGE UAV MoU +Artillery Spares Contract 🟢NLC INDIA MoU for Global Critical Minerals Projects 🟢NBCC 37B MoU with RIICO for Projects 🟢MARICO Buying Remaining 46% in HW Wellness"  
[X Link](https://x.com/RitikTanwar11/status/1966329417426415841)  2025-09-12T02:34Z [---] followers, [--] engagements


"📢#StocksToWatch Sep [--] [----] 🟡SHRIRAM PISTONS Subsidiary Buys 72.6% in SPR EMF 🟡MEHAI TECH [--] Cr Rights Issue Nod from BSE 🟡CANARA BANK SEBI Nod for Canara Robeco RHP 🔴ADANI PORTS Ban on EU/US/UK Sanctioned Vessels"  
[X Link](https://x.com/RitikTanwar11/status/1966330927082303653)  2025-09-12T02:40Z [---] followers, [---] engagements


"📊Brokerage Radar 🔹#Lupin (Investec): 2265(Buy) GLP-1 play strong US execution 🔹#IndusTowers: 402(Buy) Africa capex not value-destructive 🔹#GMR Airport (Jefferies): [---] (Buy) Beyond Airport biz 🔹#Shriram Finance (CLSA): [---] (Outperform) Margins recovery 👇"  
[X Link](https://x.com/RitikTanwar11/status/1966363230638641343)  2025-09-12T04:48Z [---] followers, [---] engagements


"🚨Market Hour Buzz Sep [--] 📡Railtel 103Cr orders 🖥Adani LCD fab talks 📱TRAI probes Jio/Airtel 🍟ITC PepsiCo eye Balaji stake ✈GMR Cargo SPV 🔧Paras Defence 26.6Cr order 🥈Silver 1.29L/kg 🍺Delhi mulls beer age [--] 🤖Affle 3i 16th US patent 🛡Motor TP hike eyed Info👇"  
[X Link](https://x.com/RitikTanwar11/status/1966401136644207106)  2025-09-12T07:18Z [---] followers, [---] engagements


"🏭 Sector Performance: ✅ Top gainers: Defence CPSE Hardware Tech & Equip (+2%) 📉 FMCG IT slightly under pressure 📊 Midcap & Smallcap indices closed in green signaling broad participation #SectorTrends #MarketUpdate"  
[X Link](https://x.com/RitikTanwar11/status/1966480187966775420)  2025-09-12T12:33Z [---] followers, [--] engagements


"📊 Macro Watch: Retail inflation (Aug): 2.07% YoY (below 2.2% est.) 🥦 Food prices: -0.69% YoY (vs -1.76% in Jul) 🏠 Core inflation steady at 4.1% 💰 Forex Reserves: $698.27B (+$4.04B WoW) #Inflation #Forex #Macro"  
[X Link](https://x.com/RitikTanwar11/status/1966480362546040912)  2025-09-12T12:33Z [---] followers, [---] engagements


"📊 Market Share 🔵 Ola Electric (#OlaElectric) 30% share in FY25 (3.4L units) but slipping to 19.6% in Q1 FY26. 🟢 Ather Energy (#Ather ) doubled share YoY to 14.3% #1 in South India (22.8%). ⚠ Ola bets big on new Roadster motorcycles (1520% of FY26 sales target)"  
[X Link](https://x.com/RitikTanwar11/status/1966773477907841528)  2025-09-13T07:58Z [---] followers, [---] engagements


"💰 Investor Lens 🔵 Ola Auto biz turned EBITDA+ in June aims FCF+ by FY26 end. Project Lakshya cut breakeven to 25k units/month. 🟢 Ather Capital-light dealer model EBITDA improved from -33% ➡ -16% YoY. Both: Strong margin focus but Olas cell business = big capex burn"  
[X Link](https://x.com/RitikTanwar11/status/1966773607297638793)  2025-09-13T07:59Z [---] followers, [---] engagements

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