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# ![@SmartSyncServ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::729651629998235649.png) @SmartSyncServ Smart Sync Investment Advisory Services

Smart Sync Investment Advisory Services posts on X about india, investment, defence, infrastructure the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::729651629998235649/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::729651629998235649/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::729651629998235649/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::729651629998235649/c:line/m:posts_active.svg)

- X Week XXX +33%
- X Month XXX -XX%
- X Months XXX +1.10%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::729651629998235649/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::729651629998235649/c:line/m:followers.svg)

- X Week XXXXXX +0.17%
- X Month XXXXXX +0.84%
- X Months XXXXXX +4.70%
- X Year XXXXXX +8.70%

### CreatorRank: XXXXXXX [#](/creator/twitter::729651629998235649/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::729651629998235649/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::729651629998235649/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[india](/topic/india) 3.37%, [investment](/topic/investment) #509, [defence](/topic/defence) #1009, [infrastructure](/topic/infrastructure) #1012, [hub](/topic/hub) 1.01%, [$googl](/topic/$googl) 0.84%, [mega](/topic/mega) #2562, [integration](/topic/integration) #89, [debt](/topic/debt) #1666, [$10b](/topic/$10b) #5

**Top accounts mentioned or mentioned by**
[@verma_parizat](/creator/undefined) [@hdfcbank](/creator/undefined) [@sandeepparekh](/creator/undefined) [@business](/creator/undefined) [@sanjaybakshi](/creator/undefined) [@safalniveshak](/creator/undefined) [@menakadoshi](/creator/undefined) [@vermaparizat](/creator/undefined) [@vivekinvestor](/creator/undefined) [@akhileshnpathak](/creator/undefined) [@nntaleb](/creator/undefined) [@abhymurarka](/creator/undefined) [@contrarianeps](/creator/undefined) [@rohitchauhan](/creator/undefined) [@iancassel](/creator/undefined) [@brigadewarrior9](/creator/undefined) [@luckyinvestark](/creator/undefined) [@bharatbetpf](/creator/undefined) [@ayushmitt](/creator/undefined) [@shrishtie](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Goldman Sachs (GS)](/topic/goldman-sachs) [Unilever plc (UL)](/topic/$ul)
### Top Social Posts [#](/creator/twitter::729651629998235649/posts)
---
Top posts by engagements in the last XX hours

"CLSA says the new $100k H-1B visa fee will have a limited margin/earnings impact on Indian IT cos. Hit is seen at just XX% of FY27 PAT with Persistent systems & LTI Mindtree most exposed. Mitigation: local hiring in the US near-shore centers & higher reliance on sub-contractors. 📊 India IT CLSA Sept XX 2025"  
[X Link](https://x.com/SmartSyncServ/status/1969924999386697832) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-09-22T00:41Z 44.9K followers, 18.1K engagements


"Export Targets & Growth Defence exports are surging. They hit a record INR XXX bn in FY24-25 (INR XXX bn from private players). MoD target: INR XXX bn by FY29E. Measures include issuing "fit-for-use" certifications to boost foreign sales"  
[X Link](https://x.com/SmartSyncServ/status/1978838823472635986) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, XXX engagements


"Zen Technologies Zen is positioned strongly in the Anti Drone System (ADS) space (estimated INR XXX bn opportunity over X years). Also leads simulation training for armed forces (critical for Agniveers). Near-term growth pause expected in FY26E due to order delays but rebound anticipated from FY27E"  
[X Link](https://x.com/SmartSyncServ/status/1978838837494513953) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, XXX engagements


"Bottom Line Google isn't just building serversthey're building India's AI backbone. While the broader AI boom shows bubble signs this investment has the fundamentals to weather any storm. Your take: Revolutionary infrastructure or overhyped spending spree Drop your thoughts below 👇"  
[X Link](https://x.com/SmartSyncServ/status/1978495032278564981) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:15Z 44.9K followers, 1427 engagements


"Indias next trillion-dollar power play isnt oil - its batteries. Indias Battery Energy Storage Systems (BESS) market is set to skyrocket: from $3.7B in 2023 to nearly $10B by 2032. In this thread we break down key insights from the latest B&K Research Report 🧵"  
[X Link](https://x.com/SmartSyncServ/status/1979222044630831139) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 19.4K engagements


"India EMS: Financial Highlights of Key Component Forays Source : Jefferies Report"  
[X Link](https://x.com/SmartSyncServ/status/1973793312390651985) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-02T16:52Z 44.8K followers, 4229 engagements


"Avenue Supermarts (DMart) Revenue: Inline with estimates. EBITDA: Inline. PAT: Miss 🔴 Revenue up XXXX% YoY with Like-for-like growth of 6.8%. Added X new stores taking total to XXX and retail area to XXXX mn sq. ft. EBITDA up XX% YoY but margins contracted XX bps to XXX% impacted by higher manpower costs and continued store expansion. Outlook: Focus on improving store productivity reviving General Merchandise & Apparel and leveraging GST XXX reforms + festive demand for an H2 recovery"  
[X Link](https://x.com/SmartSyncServ/status/1979576894338011597) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-18T15:54Z 44.9K followers, XXX engagements


"India generates 62M+ tonnes of waste every year. And one company is quietly turning that trash into treasure 💎 From garbage to green energy heres how Antony Waste Handling Cell Ltd is building Indias circular economy. Do not miss this 🧵❌"  
[X Link](https://x.com/SmartSyncServ/status/1978030197258522973) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-14T09:28Z 44.9K followers, 4213 engagements


"Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights"  
[X Link](https://x.com/SmartSyncServ/status/1978495229985484909) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:16Z 44.9K followers, 1891 engagements


"Policy Tailwinds The Ministry of Defence is prioritizing speed and domestic preference. Key Policy Shifts: X. Contracts aimed for finalization within six months. X. Revised DPM approved (Sept 2025); DAP revision expected (Dec 2025). X. The XX% cap on foreign sourcing per service reinforces 'Make in India'"  
[X Link](https://x.com/SmartSyncServ/status/1978838821165781288) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, XXX engagements


"Hindustan Aeronautics HAL remains a monopoly play in defence aerospace. The overall pipeline is robust at INR XXX trillion over the next decade. Revenue CAGR expected at XX% (FY25-28E) with robust RoE +20%. GE deliver X engines to HALl by first half of FY26-sharp improvement in supply chain. Tejas Mk-1A execution will ramp up targeting delivery of 1st aircraft by Nov 2025 also LCA MK-1A supply challenge can ease the growth. HAL expects an incremental order for XX Tejas Mk-1A aircraft (worth INR XXX bn). This order would boost the backlog to XXX aircraft and total order book to INR XXX trillion"  
[X Link](https://x.com/SmartSyncServ/status/1978838826559705227) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, XXX engagements


"GalaxEye: Space Tech GalaxEye is pioneering multi-sensor imaging satellites. Their SynFused technology (SAR + optical on one platform) solves the 70-90% cloud cover issue. Indian Defence DaaS opportunity: USD XXX mn over five years. Private sector is expanding: NIBE Group: Received ToT for Pinaka MBRL; INR XX bn capex planned for ammunition focus (TNT/shells). Krasny Defence: Leader in Russian equipment lifecycle support; substantial INR XXX bn potential pipeline"  
[X Link](https://x.com/SmartSyncServ/status/1978838841286160895) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, XXX engagements


"Conclusion Indigenization policy is fueling robust order book growth for incumbents (HAL MAZDOCKS) and creating generational growth for private high-tech firms (PTCIL Zen GalaxEye). Long-term revenue visibility remains historically strong. This defence cycle is just getting started. SEBI Disclosure: This content is intended solely for educational purposes and does not constitute a recommendation"  
[X Link](https://x.com/SmartSyncServ/status/1978838845165842905) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:02Z 44.9K followers, 1533 engagements


"Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights"  
[X Link](https://x.com/SmartSyncServ/status/1978839034697863446) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:02Z 44.9K followers, 1911 engagements


"The renewable energy paradox: Solar operates at only XX% CUF Wind at 23%. Why They're intermittent When the sun doesn't shine or the wind doesn't blow we lose power. This creates a massive gap between energy generation and demand. Enter Battery Energy Storage Systems"  
[X Link](https://x.com/SmartSyncServ/status/1979222047533289540) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 1416 engagements


"Tech Mahindra (TechM) Revenue: Inline with estimates. EBIT Margin: Beat 🟢 PAT: Miss 🔴 Deal wins stood at $XXX Mn up XX% YoY driven by strong traction in Telecom Manufacturing BFSI and Logistics. EBIT margin guidance of XX% for FY27 remains intact led by cost efficiencies and productivity programs. Outlook: Focus on GenAI autonomous networks and Comviva to enhance telco efficiency and ARPU. Growth trajectory remains steady with a strong deal pipeline"  
[X Link](https://x.com/SmartSyncServ/status/1979576900189319280) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-18T15:54Z 44.9K followers, XXX engagements


"HVDC market is expected to grow at 60-65% CAGR to USD 10bn by CY28 - The HVDC and FACTS market in India expanded at X% CAGR from USD 576mn in CY19 to USD 743mn in CY23. This market is expected to accelerate at 60-65% to USD 9-10bn by CY28 (Quality Power DRHP) - Central Electricity Authority (CEA) in its National Electricity Pipeline (NEP Transmission) has indicated plans to add 33GW of HVDC capacity over FY23-32. Source: Systematix Research Report"  
[X Link](https://x.com/SmartSyncServ/status/1972963688429846630) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-09-30T09:56Z 44.8K followers, 3374 engagements


"When asked at "Cocktail of Investing" @ayushmitt prolific investor & Co-Founder of @screener_in shared a powerful truth: "The real edge in investing isn't about collecting data faster it's about transforming insights and analytics into decisive actionable steps." @faltoo"  
[X Link](https://x.com/SmartSyncServ/status/1974380908531900926) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-04T07:47Z 44.8K followers, 9468 engagements


"Large losses are forever in investing in teenage driving and in fidelity. If you avoid large losses with a strong defense the winnings will have every opportunity to take care of themselves. And large losses are almost always caused by trying to get too much by taking too much risk. Charley Ellis Source @NovelInvestor"  
[X Link](https://x.com/SmartSyncServ/status/1974721087750676839) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-05T06:19Z 44.8K followers, 3906 engagements


"As Nassim Taleb saidInvest in preparedness not in prediction. And Charlie Munger reminded usOpportunity comes to the prepared mind. Were preparing for the next upcycle in thechemicals sector especiallySemiconductor Chemicals. Follow & repost to get early access to our upcomingspecial reportwhen its released"  
[X Link](https://x.com/SmartSyncServ/status/1975034726717997371) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-06T03:05Z 44.8K followers, 18.8K engagements


"SSS-24: Your daily dose of the important business updates and market movements in India 🔹India's first publicly listed data center operator Sify Infinit Spaces Ltd. a unit of Sify Technologies is preparing to file for a $XXX million initial public offering in the next two weeks. 🔹P N Gadgil Jewellers' Navratri and Dussehra sales jumped XX% YoY to XXX crore led by gold diamond and silver driving shares higher on festive momentum. 🔹Ceigall India has secured a letter of award from MSEDCL to develop XXX MW of solar PV projects in two districts of Maharashtra under the Mukhyamantri Saur Krushi"  
[X Link](https://x.com/SmartSyncServ/status/1975036772242411930) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-06T03:13Z 44.8K followers, 1697 engagements


"Timeless wisdom from Charlie Munger - a master of clear thinking. He often reminded us to useinversion instead of asking How to succeed ask What can lead to failure and avoid it. As he famously said All I want to know is where Im going to die so Ill never go there. A simple mental shift that can save you years of mistakes"  
[X Link](https://x.com/SmartSyncServ/status/1975094093119406532) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-06T07:01Z 44.8K followers, 3527 engagements


"Indias Data Center Boom The Backbone of the AI Decade X Indias Data Center industry is entering its fastest growth phase ever - from XXX GW in 2024 to as much as XXX GW by 2030 requiring $50B+ in investments. This is not just about servers its the infrastructure backbone of the AI revolution ⚡ A thread🧵👇 Source: Centrum Research Report"  
[X Link](https://x.com/SmartSyncServ/status/1975237850162684102) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-06T16:32Z 44.8K followers, 11.9K engagements


"Despite global headwinds titans like Nitin Spinners Sanathan Textiles and Vardhman Textiles are out-performing the industry curve. Nitin: Revenue CAGR XX% (FY1425). 11.2bn capex to double woven fabric capacity. XX% revenue from exports in FY25. Sanathan: Integrated MMF leadership. Doubling capacity. XX% revenue CAGR (FY2528E). Vardhman: Massive 1.23mn spindle spin. Strong export base (45% sales). Scaling to 180mn meters of fabric. Margins set to improve by 150200bps 35bn capex. All are using value-added products modernizing with green energy & betting on FTAs for next growth phase"  
[X Link](https://x.com/SmartSyncServ/status/1975558471283081324) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-07T13:46Z 44.8K followers, XXX engagements


"Whats next A $350bn market by 2030 Global technical textile leadership MMF surpassing cotton A sharp export pivot to Europe/Asia. Policy winds are supportive innovation is rising & the Indian industry has never been more future-ready. Watch for companies that scale innovate and execute because the second act of Indias textile revolution could be even bigger than the first"  
[X Link](https://x.com/SmartSyncServ/status/1975558473652777068) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-07T13:46Z 44.8K followers, 1230 engagements


"Resilient India needs strong Cyber Defense. Our founders are working to secure the nations critical IT infra & assets. October marks #NCSAM2025Cyber Jagrit Bharat driving us towards a safer digital India. Stay vigilant. Stay secure. #CyberSecurity #DigitalIndia"  
[X Link](https://x.com/SmartSyncServ/status/1975761679532327024) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-08T03:14Z 44.8K followers, 3774 engagements


"LG Electronics IPO is closing soon India's firsts appliance leader boasts massive financial strength with XXXX% RoCE and an attractive P/E of 35.1x. THE CATCH: It's XXX% OFS. Should you apply Dive into our thread to know more 🧵"  
[X Link](https://x.com/SmartSyncServ/status/1976214275938041929) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-09T09:12Z 44.8K followers, 3930 engagements


"SSS-24: Your daily dose of the important business updates and market movements in India 🔹TCS announced the acquisition of U.S.-based Salesforce partner ListEngage for up to USD XXXX million (600+ crore). The deal enhances TCSs Salesforce cloud integration expertise and reinforces its customer engagement portfolio in North America. 🔹NTPC Green Energy Ltd inked an MoU with the Gujarat Government to establish XX GW of renewable capacity combining solar and wind power reinforcing Indias clean energy mission and Gujarats leadership in renewables. 🔹Eicher Motors JV with Volvo plans a XXX crore"  
[X Link](https://x.com/SmartSyncServ/status/1976486785481093564) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T03:15Z 44.8K followers, 1704 engagements


"Indias growth map is being redrawn from highways to hangers to hyperscalers. Citis latest note captures how the nations next capex wave is shifting not slowing. Let's dive deeper 🧵"  
[X Link](https://x.com/SmartSyncServ/status/1976504206690583011) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T04:24Z 44.8K followers, 3083 engagements


"Closing Thought Indias industrial story is no longer just about building assets its about building capability. The nation is moving from Highways to Hangars to Hyperscalers redefining capex from infrastructure creation to innovation acceleration"  
[X Link](https://x.com/SmartSyncServ/status/1976504229888942591) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T04:25Z 44.8K followers, 1019 engagements


"Indias own software products are now securing criticalBFSI & enterprise sectorsacross the cyber frontier. Our founders have invested in and partnered withIIT & IIIT-incubated startupsto truly realize theMade in Indiavision of Honble PM @narendramodi ji These innovations are nowgoing global representing India atGITEX Dubaiand theSingapore FinTech Festival- proudly taking Indian tech to the world"  
[X Link](https://x.com/SmartSyncServ/status/1976532562781630497) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T06:17Z 44.8K followers, 1872 engagements


"Requesting kind support please- @passportsevamea @CPVIndia Repost pls for the urgent help needed"  
[X Link](https://x.com/SmartSyncServ/status/1976577465813512437) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T09:16Z 44.8K followers, 3041 engagements


"Indias most explosive new market may already be hiding in plain sight. Can you guess which sector is set to X its market size to XX trillion & could mint the next wave of multi-baggers Hint: Its Not Tech or EVs. Read this for a data-driven deep dive 🧵"  
[X Link](https://x.com/SmartSyncServ/status/1976676208986202229) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T15:48Z 44.8K followers, 10.6K engagements


"Its the defence sector India stands as the worlds fifth largest defense spender with capital outlay rarely declining but defense to GDP at just XXX% is near historic lows. As outlays are projected to rise 6.5x by FY47 and export targets double the sector demands focus on indigenization radar drone platforms and financial reforms for strategic growth"  
[X Link](https://x.com/SmartSyncServ/status/1976676211917984072) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T15:48Z 44.8K followers, XXX engagements


"Goldman Sachs Just Went All-In on Indias Defence Story Goldman Sachs just initiated coverage on eight Indian defence stocks with seven BUY ratings and upside potential reaching 58%. Notable names include PTC Industries Data Patterns Astra Microwave and Solar Industries. HAL gets a neutral call and Bharat Dynamics is rated a SELL"  
[X Link](https://x.com/SmartSyncServ/status/1976676215806206075) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T15:48Z 44.9K followers, 1228 engagements


"White Space Goldmine: The massive opportunities Goldman highlights: Aero Engines: IAF fighter squadron strength at lowest since 1965. Radar Electronics: TPCR-2025 emphasizes AI-enabled systems where privates excel. Ammunition: Requirement for 4mn+ shells with current supply gaps. Geopolitical Catalyst: EU's Readiness 2030 plan targeting 800bn+ defence spending creates export opportunities for Indian Ti/SA components. Technology Shift: Focus moving to electronic warfare UAVs AI-enabled platforms - exactly where private players have advantages"  
[X Link](https://x.com/SmartSyncServ/status/1976676230515569050) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T15:48Z 44.8K followers, XXX engagements


"Conclusion Goldman sees India's defence sector at an inflection point where private companies with technological moats and export exposure will massively outperform traditional PSUs. With geopolitical tailwinds and domestic indigenization driving demand these aren't just stocks - they're plays on India's strategic autonomy. India's defence transformation is happening now. The question isn't whether to participate but which horses to back in this once-in-a-decade opportunity"  
[X Link](https://x.com/SmartSyncServ/status/1976676234512703805) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-10T15:48Z 44.8K followers, 1754 engagements


"BLS International clarification on order issued by Minister of External Affaris(MEA) - BLS says a recent MEA directive temporarily bars it from participating in new Indian Mission tenders for two years but will not affect existing contracts or the companys current financial outlook; - Indian Missions contributed XX% of revenue (8% of EBITDA) in Q1FY26. - The company calls the order procedural is working toward a constructive resolution and points to diversified global contracts and recent acquisitions as cushions supporting its growth trajectory. SEBI Disclosure: This content is intended"  
[X Link](https://x.com/SmartSyncServ/status/1977034592772108765) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T15:32Z 44.8K followers, 6043 engagements


"Conclusion: Privi is not a commodity play. Its a global niche leader with sustainability R&D strength and high-quality clients. Valuations are steep but growth optionality via capacity expansion + JV make it a long-term compounder. For ESG-conscious investors Privi ticks growth + green + governance. Execution will decide if it becomes the go-to global aroma chemistry leader. SEBI Disclosure: This content is intended solely for educational purposes and does not constitute a recommendation"  
[X Link](https://x.com/SmartSyncServ/status/1977043631610499317) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T16:08Z 44.8K followers, 1656 engagements


"Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights"  
[X Link](https://x.com/SmartSyncServ/status/1977043783452864622) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T16:09Z 44.8K followers, 2127 engagements


"What if Indias biggest economic risk isnt in its markets - but in its homes While headlines celebrate record growth millions of households are buried under unseen debt. The real threat isnt leverage - its how were borrowing. Let's discuss 🧵 Source : CLSA Research"  
[X Link](https://x.com/SmartSyncServ/status/1977729391338627446) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-13T13:33Z 44.8K followers, 4486 engagements


"The Bottom Line: A Consumption Time Bomb Ticks Indias growth engine runs on consumer demand - but a XXXX% DSR and rising unsecured debt make that engine sputter. The next XX years will decide Indias financial destiny: Either restructure borrowing toward long-tenure low-cost mortgage credit Or face a slowdown that could puncture the $5-trillion dream. For lenders this is not just a warning its a once-in-a-decade opportunity to pivot from high-risk unsecured lending toward stable asset-backed mortgage growth. Because if India doesnt fix its debt mix now the economy might look rich but"  
[X Link](https://x.com/SmartSyncServ/status/1977729412087906412) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-13T13:33Z 44.8K followers, 1300 engagements


"Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights"  
[X Link](https://x.com/SmartSyncServ/status/1977729659593752783) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-13T13:34Z 44.8K followers, 1559 engagements


"SSS-24: Your daily dose of the important business updates and market movements in India 🔹MTAR Technologies joined Adani HAL L&T Tata and Kalyani Group in Indias Advanced Medium Combat Aircraft (AMCA) stealth jet project strengthening domestic aerospace manufacturing and indigenous defense ecosystem development. 🔹Larsen & Toubro secured large power transmission and distribution contracts in the Middle East including a XXX kV substation in UAE and XXX kV lines in Saudi Arabia worth 25005000 crore. 🔹Viviana Power Tech inked a 2448 crore MoU with the Gujarat government for setting up"  
[X Link](https://x.com/SmartSyncServ/status/1977934340639305756) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-14T03:07Z 44.8K followers, 2127 engagements


"The Road Ahead 🚀 India generates XX million tonnes of waste every year growing X% annually. Antony Waste sits right in the middle of this $13+ billion opportunity which is expected to reach $19+ billion in 2030. 💼 Next up: expanding WtE EPR partnerships and C&D waste projects. With high recurring revenues strong margins and zero-nonsense execution AWHCL is perfectly positioned to lead Indias circular economy revolution. 🌏"  
[X Link](https://x.com/SmartSyncServ/status/1978030219937173784) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-14T09:28Z 44.8K followers, XXX engagements


"🧩 Conclusion - Summary Antony Waste = ✅ Strong fundamentals ✅ ESG-driven business ✅ Clean energy & recycling leader ✅ Consistent cash flow + low leverage Indias waste is Antonys opportunity. ♻ From collection trucks to renewable energy grids this is the future of sustainable infrastructure. SEBI Disclosure: This content is intended solely for educational purposes and does not constitute a recommendation"  
[X Link](https://x.com/SmartSyncServ/status/1978030222818635991) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-14T09:28Z 44.8K followers, 1251 engagements


"Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights"  
[X Link](https://x.com/SmartSyncServ/status/1978030407175000500) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-14T09:29Z 44.8K followers, 1612 engagements


"The Numbers Are Wild $15B investment over X years (2026-2030). 150000 jobs (direct + indirect). 10000 crore annual revenue for Andhra Pradesh. Google's largest AI investment outside the US. Partnership with an Adani Group (Infrastructure development) & Airtel (For Telecom connectivity)"  
[X Link](https://x.com/SmartSyncServ/status/1978495009667133461) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:15Z 44.8K followers, XXX engagements


"Indias AI market is projected to expand from $XXX billion in 2020 to $XXXX billion by 2025 reflecting a robust CAGR exceeding 40%. Growth is driven by accelerated adoption of enterprise AI solutions autonomous systems and AI in healthcare underscoring Indias rapid digital transformation and emergence as a major global AI hub"  
[X Link](https://x.com/SmartSyncServ/status/1978495019863425191) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:15Z 44.8K followers, XX engagements


"Is it Bubble Alert No wait. This Feels Different Unlike dot-com madness Google has: Real revenue streams ($307B in 2023). Proven AI products (Search Cloud Workspace). Government backing (aligns with Viksit Bharat 2047). Enterprise demand acceleration"  
[X Link](https://x.com/SmartSyncServ/status/1978495022921126083) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:15Z 44.8K followers, XX engagements


"Reality Check: The Ecosystem Boost X. Google Cloud grew XX% YoY to $86B run rate X. OpenAI hitting $20B annualized revenue X. The hub will catalyze growth across: AI startups Tech companies Digital government projects Boosting innovation far beyond Vizag"  
[X Link](https://x.com/SmartSyncServ/status/1978495025420943517) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:15Z 44.8K followers, XXX engagements


"Global Context Part of Google's $85B global capex for 2025 (revised from $75B). Follows $25B US investment announcement. Responds to surging demand for AI infrastructure globally. Positions India alongside US as key AI development hub"  
[X Link](https://x.com/SmartSyncServ/status/1978495028558516337) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:15Z 44.9K followers, XXX engagements


"Mazagon Dockyards The only shipyard with submarine expertise is in a sweet spot. Contract negotiations commenced for Submarine Project P-75 I. Order placement expected FY26 providing significant visibility. The P-75 I) project plus three additional Scorpene submarines could total INR 1.0-1.05 trillion. This potential pipeline is more than 3x the current order book (INR XXX bn)"  
[X Link](https://x.com/SmartSyncServ/status/1978838829457969527) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, XXX engagements


"Bharat Electronics BEL is a market leader in defence electronics and a critical system integrator for missile systems. Expect XX% Revenue growth and XX% earnings growth (FY25-27E). Major order expected: INR XXX bn QRSAM order (4QFY26). With the QRSAM order BELs FY26 order inflow could exceed INR XXX bn. BEL plans INR 7-8 bn annual capex over 3-4 years for facility modernization including new electronic warfare and RF seeker manufacturing facilities"  
[X Link](https://x.com/SmartSyncServ/status/1978838831949295641) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.8K followers, XXX engagements


"PTC Industries: PTCILs mega Strategic Material Technology Complex will focus on titanium/super alloys. Consolidated revenue projected to grow 10x20x (INR 35-70 bn) in 5-6 years. The casting segment could see high EBITDA margins of +50%. PAT is expected to reach INR XXXX bn by FY30 (from INR XXX bn in FY24)"  
[X Link](https://x.com/SmartSyncServ/status/1978838834965016792) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, XXX engagements


"Expansion in motion. Capacity: 48000 MT 54000 MT by FY26E 72000 MT post capex. Investment: XX bn over X years (3 bn already deployed). Fine Science Unit (2 bn) alone could generate X bn+ revenues. Plus fiscal incentives from Maharashtras Ultra Mega Project reduce costs. Unlike many peers Privis capex is aligned to higher-margin molecules ensuring expansion = profitability"  
[X Link](https://x.com/SmartSyncServ/status/1977043620436795802) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T16:08Z 44.9K followers, XXX engagements


"SSS-24: Your daily dose of the important business updates and market movements in India 🔹Bharti Telecom Ltd has issued 10500 crore in bonds to refinance its maturing debt. The bonds carry tenors of two years and three years and two months with coupons of XXXX% and XXXX% respectively. 🔹Google's parent company Alphabet will invest $15bn (11.29bn) to build an AI data hub in southern India's Andhra Pradesh state. The facility which will be set up in the port city of Visakhapatnam will be part of Google's global network of AI centres spread across XX countries. 🔹Infosys won a massive 14100"  
[X Link](https://x.com/SmartSyncServ/status/1978296900819575285) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T03:08Z 44.9K followers, 1741 engagements


"Breaking: Google just announced India's largest tech investment - a $XX billion AI hub in Visakhapatnam But hold up. Are we witnessing the next big thing or the next big bubble Let's dive deep 🧵"  
[X Link](https://x.com/SmartSyncServ/status/1978495006697517265) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-15T16:15Z 44.9K followers, 3650 engagements


"$500B India Defence Boom: Most Investors Havent Seen This Coming Antiques Conference XXX just revealed whats next for Indias defence & aerospace: mega orders policy shifts and cutting-edge tech. Investors founders and analysts - this thread breaks down key trends top stocks and growth plays you cant afford to miss. 🧵👇"  
[X Link](https://x.com/SmartSyncServ/status/1978838818221424895) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T15:01Z 44.9K followers, 4491 engagements


"SSS-24: Your daily dose of the important business updates and market movements in India 🔹Zepto is now valued at $X billion up from $X billion just last year. It is nearing a $XXX million funding round led by Calpers on October X. CEO Aadit Palicha said Zepto has a cash balance of $XXX million now. 🔹Sebi said the thoughtful modus operandi of the noticees involved sharing of crucial information relating to regulatory actions emanating from a regulator which was bound to have a significant impact on the listed securities of IEX. 🔹Shyam Metalics launches its Vision 2031 plan aiming XXX billion"  
[X Link](https://x.com/SmartSyncServ/status/1979034400240349384) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T03:59Z 44.9K followers, 1401 engagements


"Dear Investors We are excited to announce our Festive Financial Freedom Offer Due to high demand from investors across Delhi to Dubai we are now offering our SEBI-registered Flexi-Cap Investment Advisory service to everyone at a XX% discountfrom Dussehra to Diwali.😊 This special offer brings our exclusive High Net-Worth Individual (HNI) service to retail clients giving you access to premium research personalized investment strategies and Active Investment advisory services normally reserved for elite clients. For a limited time pay just 24000 + GST (originally 48000 + GST) for X year."  
[X Link](https://x.com/SmartSyncServ/status/1973621705135546623) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-02T05:30Z 44.9K followers, 21.5K engagements


"5-Minute Stock Idea KPI Green Energy Limited Our team puts in a lot of effort to read ARs ppts concall transcripts & credit rating reports to write a 1-page crisp report for our community. If you find value plz "Retweet" to help us reach out and educate max investors.🙏"  
[X Link](https://x.com/SmartSyncServ/status/1973961205850206286) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-03T04:00Z 44.9K followers, 27.6K engagements


"Were excited to be at The Dhandho Valley XXX in Surat organized by @niveshaay happening today and tomorrow If youre around lets connect to exchange ideas learn and network. DM to connect or reach us at: 📞 +91 90999 56002 +91 70166 59985"  
[X Link](https://x.com/SmartSyncServ/status/1974011578119868616) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-03T07:20Z 44.9K followers, 4021 engagements


"Two incredible days at The Dhandho Valley - filled with learning networking & deep investment insights Honoured to share this journey with @arvind_kothari of @niveshaay & visionary investors founders & business leaders from India & Dubai. Truly a power-packed experience"  
[X Link](https://x.com/SmartSyncServ/status/1974497380641980437) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-04T15:30Z 44.9K followers, 12.1K engagements


"In investing peace & long term success come from focusing on what youcancontrol - your research asset allocation and patience. What youcantcontrol - returns volatility and market corrections. Master the first and the second will take care of itself. @itsurprem"  
[X Link](https://x.com/SmartSyncServ/status/1977027866937507854) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T15:05Z 44.9K followers, 3769 engagements


"Is pricing power Privis ultimate profit lever From exclusive aroma molecules to operating leverage Privis strategic pivots are fueling sustainable returns and global validation few competitors match. Read this thread for sector insights you wont find elsewhere 🧵"  
[X Link](https://x.com/SmartSyncServ/status/1977043602997227887) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T16:08Z 44.9K followers, 6280 engagements


"Privi Speciality Chemicals (CMP: 2521 MCap: XXXXX bn) is a global leader in pine-based aroma chemicals. With XX% promoter holding and marquee FMCG clients like Unilever & P&G its a critical supplier in the fragrance chain. The company controls 20%+ global share in key aroma products supported by a JV with Givaudan SA to scale exclusive molecules. With XX bn capex lined up and revenues targeted at XX bn in coming years Privi is positioning as a sustainable global leader"  
[X Link](https://x.com/SmartSyncServ/status/1977043605970690451) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T16:08Z 44.9K followers, XXX engagements


"JV with Givaudan SA (51:49) covers XX exclusive aroma molecules. Peak revenue: 1.51.7 bn in X years with XX% EBITDA margin. Early sales already visible (3040 mn in Mar 2025). For Privi the JV offers assured business global validation and margin-rich growth. Few Indian firms enjoy such strategic global tie-ups making this a strong re-rating driver"  
[X Link](https://x.com/SmartSyncServ/status/1977043623603495006) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-11T16:08Z 44.9K followers, XXX engagements


"The Great IPO Cool-Off of 2025 🥶 Remember when every IPO was a sure-shot profit Those days are gone. This year the average listing gain is just 8.4%. Compared to XX% in 2024 & XX% in 2023. Thats a XX% wipeout in instant profit potential 🤯 Retail investors are noticing. Their average subscription is down to 27x from 34x last year - one of the sharpest dips in recent memory 📉 Even the size of Indias IPO market is shrinking fast: Just 49436 crore raised this year. Vs XXX lakh crore in 2024. And its not just a few bad apples: X of XX IPOs this October have listed flat or negative (up to 39%)"  
[X Link](https://x.com/SmartSyncServ/status/1977671994297536777) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-13T09:45Z 44.9K followers, 5800 engagements


"5-Minute Stock Idea RNFI Services Ltd Our team puts in a lot of effort to read ARs ppts concall transcripts & credit rating reports to write a 1-page crisp report for our community. If you find value plz "Retweet" to help us reach out and educate max investors.🙏"  
[X Link](https://x.com/SmartSyncServ/status/1978679046046392521) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-16T04:27Z 44.9K followers, 6201 engagements


"Game Changer Adding just 2-hour BESS to solar projects boosts output by XX% BESS acts as an energy buffer - stores excess power when generation is high releases it when demand peaks. It's transforming intermittent renewables into reliable baseload power"  
[X Link](https://x.com/SmartSyncServ/status/1979222051106722097) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 1350 engagements


"Cost economics Battery pack prices crashed XX% in 2024 to a record low of US $115/kWh. Reasons: Manufacturing overcapacity (2.5x demand). Raw material surplus (lithium +10% nickel +8%). LFP chemistry shift (20% cheaper than NMC). BESS is becoming economically attractive"  
[X Link](https://x.com/SmartSyncServ/status/1979222054386782329) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 1314 engagements


"The Gigafactory Race - Following the Money: ACC PLI Winners (40 GWh awarded so far): Ola Electric: XX GWh Reliance: XX GWh Rajesh Exports: X GWh Supply chain reality check: Raw materials: XXX% import dependent Cell manufacturing: XX% imports (changing fast) System integration: XX% localized"  
[X Link](https://x.com/SmartSyncServ/status/1979222057205354770) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 1602 engagements


"These companies are building the future Exide Industries (398) - XX GWh cell plant. Amara Raja (999) - 4-16 GWh capacity. Tata Power (391) - integrated storage solutions. Waaree Energies (3408) - solar+storage leader"  
[X Link](https://x.com/SmartSyncServ/status/1979222059730325817) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 1543 engagements


"BESS- Entrie Energy Landscape BESS are deployed across the entire energy landscape both front of the meter and behind the meter. In electricity generation/distribution use cases include price arbitrage long-term capacity payments ancillary services and investment deferral. C&I and residential segments benefit from renewable integration UPS power cost optimization and EV charging"  
[X Link](https://x.com/SmartSyncServ/status/1979222062142050777) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 1249 engagements


"The big picture: India is targeting XXX GW non-fossil fuel capacity by 2030. Without storage renewables can't deliver 24/7 power. BESS isn't just supporting renewables - it's enabling the entire energy transition. This is infrastructure for the future With policy support falling costs and exponential demand growth this could be one of India's biggest investment themes of the decade. Are you positioned"  
[X Link](https://x.com/SmartSyncServ/status/1979222065392636282) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:24Z 44.9K followers, 2516 engagements


"Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights"  
[X Link](https://x.com/SmartSyncServ/status/1979222211463430146) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-17T16:25Z 44.9K followers, 2959 engagements


"Week X of Indias Q2 FY26 earnings season: Done and Dusted Some numbers surprised on the upside. Others told a tougher story. Heres who outperformed who slipped and what it means for the markets 🧵 Source: Axis Direct Report"  
[X Link](https://x.com/SmartSyncServ/status/1979576888805797930) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-18T15:54Z 44.9K followers, 3998 engagements


"Tata Consultancy Services (TCS) Revenue: Inline with estimates. EBIT Margin: Beat 🟢 PAT: Miss 🔴 Deal wins at $10B up XXX% QoQ / XXXX% YoY driven by strong traction in large deals (incl. TRIB Insurance). AI push: Focus on building the worlds largest AI-led tech services company through reskilling M&A (ListEngage) and cross-industry AI solutions. Outlook: Demand still muted but deal pipeline & AI adoption trends remain strong"  
[X Link](https://x.com/SmartSyncServ/status/1979576891481768065) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-18T15:54Z 44.9K followers, XXX engagements


"Persistent Systems Revenue: Inline with estimates. EBIT Margin: Beat 🟢 PAT: Inline. Deal wins at $XXX Mn TCV and $XXX Mn ACV as of Sep25 supported by strong execution and healthy order book. AI Strategy: Focused on four pillars AI for Technology AI for Business and Enterprise Data Readiness for AI. Outlook: Confident of achieving $X Bn revenue by FY27 and $X Bn by FY31 backed by organic growth acquisitions and expansion into manufacturing & retail"  
[X Link](https://x.com/SmartSyncServ/status/1979576897102119051) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-18T15:54Z 44.9K followers, XXX engagements


"HCL Technologies Revenue: Inline with estimates. EBIT Margin: Inline. PAT: Inline. Growth led by Financial Services (+11.4% YoY) and Technology & Services (+13.9% YoY); crossed $XXX Bn TCV milestone without any mega deal. AI integration now part of nearly all new engagements; GenAI investments expected to stabilise by FY27. Outlook: Management guides XX% YoY CC growth with 1718% EBIT margin for FY26. Recovery expected as AI-led transformation gains traction across verticals"  
[X Link](https://x.com/SmartSyncServ/status/1979576903334773111) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-18T15:54Z 44.9K followers, XXX engagements


"Conclusion Week X of Q2 earnings season brought a mixed bag of results. IT majors like TCS Tech Mahindra and Persistent showed resilience with strong deal wins and early traction in AI-led transformation though demand challenges persist. On the consumer side DMart saw steady growth but continued margin pressure while HCLTech maintained stability with a robust pipeline and AI integration across verticals. Overall the sentiment remains cautiously optimistic - with AI operational efficiency and festive demand emerging as key growth drivers for H2FY26. SEBI Disclosure: This content is intended"  
[X Link](https://x.com/SmartSyncServ/status/1979576906732188037) [@SmartSyncServ](/creator/x/SmartSyncServ) 2025-10-18T15:54Z 44.9K followers, 1534 engagements