[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @nimeshscnbc Nimesh Shah Nimesh Shah posts on X about rs, $8604t, op, dr reddys the most. They currently have XXXXXX followers and 1471 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::4687762273/interactions)  - X Week XXXXXX +18% - X Month XXXXXXX +50% - X Months XXXXXXXXX +57% - X Year XXXXXXXXX +11% ### Mentions: XX [#](/creator/twitter::4687762273/posts_active)  - X Months XXX -XXXX% - X Year XXX +17% ### Followers: XXXXXX [#](/creator/twitter::4687762273/followers)  - X Week XXXXXX +0.04% - X Month XXXXXX +0.20% - X Months XXXXXX +2.30% - X Year XXXXXX +4.70% ### CreatorRank: XXXXXXX [#](/creator/twitter::4687762273/influencer_rank)  ### Social Influence [#](/creator/twitter::4687762273/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [vc firms](/list/vc-firms) **Social topic influence** [rs](/topic/rs) #653, [$8604t](/topic/$8604t) #7, [op](/topic/op), [dr reddys](/topic/dr-reddys), [inst](/topic/inst), [eps](/topic/eps), [investment](/topic/investment), [$6753t](/topic/$6753t), [roa](/topic/roa), [hdfc life](/topic/hdfc-life) **Top assets mentioned** [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Novartis AG (NVS)](/topic/novartis) [Goldman Sachs (GS)](/topic/goldman-sachs) [AbbVie Inc (ABBV)](/topic/$abbv) ### Top Social Posts [#](/creator/twitter::4687762273/posts) --- Top posts by engagements in the last XX hours "CITI on RBL BK Buy TP Rs XXX +ves 1JLG stress subsided (slippages/SMA pool improved; still prudently created X% contingency buffer X Called out that NIMs have bottomed out in 1Q; bulk of yield repricing is behind while CoD benefits will flow @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947120145316679941) 2025-07-21 02:23:13 UTC 68.5K followers, 3581 engagements "MS on Infosys OW TP Rs 1700 View Infosys's 1Q results as being more balanced vs peers Expect it to deliver F26 revenue growth towards top end of guidance range with margins above midpoint With this Infosys would be strongest EBIT growth co within large-cap coverage in F26"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948208584468353341) 2025-07-24 02:28:17 UTC 68.5K followers, 4213 engagements "CLSA on Manappuram Fin O-P TP Raised to Rs XXX Co will now be jointly held by Bain Capital & existing promoters With investment of Rs43.85bn Bain will hold XX% which can inch up to XXXX% post open offer See possibility of healthy rerating in stock as new management takes over"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1902903360304673203) 2025-03-21 02:01:29 UTC 68.5K followers, 3237 engagements "Nomura on Cipla Buy TP Rs 1810 1QFY26 in line with est. Remain hopeful of domestic growth recovery & US product launches Management expects revenues to rise in FY26E despite lower gRevlimid sales & projects FY26E EBITDA margin to be 23.5%-24.5% @CNBCTV18News @ekta_batra"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949650655007982047) 2025-07-28 01:58:33 UTC 68.5K followers, 1453 engagements "MS on Kotak BK OW TP Rs 2600 While growth stronger than system NIM decline & NPL formation higher than expected F2Q26 will remain tough due to further margin decline Expect earnings to accelerate thereafter @_RituSingh @CNBCTV18News @CNBCTV18Live @latha_venkatesh"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949649013327761432) 2025-07-28 01:52:02 UTC 68.5K followers, 2987 engagements "Bernstein on Coforge O-P TP Rs 2038 Strong X% QoQ CC revenue growth led by Americas & Travel vertical (Sabre deal ramp up) while BFS and Insurance remained soft. EBIT margins at XXXX% was a miss Stock correction (8%) offers a good entry into Cos strong growth trajectory"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948568855720194266) 2025-07-25 02:19:52 UTC 68.5K followers, 3761 engagements "GS on SBI Cards Downgrade to N TP Rs 1006 Sharp re-rating balances risk-reward; Credit Costs & growth to be a focus near term Val multiple (+1 SD above its historical avg) raising investor debates 1) loan growth revival X quantum of improvement in credit-costs @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1940235471751467145) 2025-07-02 02:25:58 UTC 68.5K followers, 3743 engagements "Jefferies on Paytm Upgrade to Buy TP Raised to Rs 1250 1Q EBITDA of Rs0.7bn ahead of est partly aided by lower DLG cost (partly transitionary) & op. leverage MTU/GMV growth of 3%/6% QoQ are encouraging but cont. margin will stabilize tad lower over next 2-3qtrs @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947838266558005311) 2025-07-23 01:56:46 UTC 68.5K followers, 4604 engagements "Macquarie on SBI Cards Neutral TP Rs 1040 Reported 1Q FY26 PAT of Rs5.6bn (-6% YoY) an XX% miss to est. This was primarily driven by higher-than-expected credit cost (9.6% vs MQe 9%). Stock appears expensive at 4.3x FY27E P/B for an ROA trajectory of XXX% & sub-par growth"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949649284174934325) 2025-07-28 01:53:06 UTC 68.5K followers, 2595 engagements "MS on ICICI Lombard EW TP Rs 1885 PAT beat estimate owing to higher investment income from higher capital gains While like Co's profitable growth focus see ltd upside from 36x F26e P/E amid weak top-line growth with sustained competitive intensity & uncertainty on motor TP hike"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1945320250549133336) 2025-07-16 03:11:04 UTC 68.5K followers, 2200 engagements "CLSA on IDFC First BK Hold TP Rs XX While PAT missed est. by X% Q1 not unsurprising given how its midcap bank peers reported Credit costs have been elevated for most banks this qtr & IDFCB is no exception Loan & deposit growth remains healthy Opex was under control too"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949647459514286471) 2025-07-28 01:45:51 UTC 68.5K followers, XXX engagements "MS on Divis Labs OW TP Rs 7185 Novartis had previously guided that generic competition for Entresto could start in US in mid-July 2025 Our EU team is building in an XX% YoY decline in US sales of Entresto in CY25 In line with global est have built in decline for Divi's as well"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1944945837345272251) 2025-07-15 02:23:17 UTC 68.5K followers, 3575 engagements "CLSA on United Spirits Initiate Hold TP Rs 1238 Believe Co well positioned with large local prestige & above portfolio & access to Diageo brands However recent policy changes temper near-term growth expectations View its 54x one-year forward PE as demanding @blitzkreigm"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1950015332724142473) 2025-07-29 02:07:39 UTC 68.5K followers, 1360 engagements "MS on DR Reddys EW TP Rs 1298 Q1 rev Rs85.4bn up XX% YoY Gross margin declined 350bps YoY to XXXX% due to higher generic price erosion & lower operating leverage partly offset by better product mix EBITDA Rs22.2bn up X% YoY & in line PAT was Rs14.2bn up X% YoY @ekta_batra"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948208104493179349) 2025-07-24 02:26:22 UTC 68.5K followers, 1369 engagements "Kotak Inst Eqt on AU Small Fin BK Downgrade to Sell TP Rs XXX While challenges in unsecured businesses have hurt AUs profitability in FY2025 those issues are expected to get sorted out in FY2026E If macro environment turns favorable AUBANK can deliver healthy biz growth"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1944578851868115217) 2025-07-14 02:05:01 UTC 68.5K followers, 3574 engagements "Jefferies on Eternal Upgrade to BUY TP Raised to Rs XXX While 1Q was mixed mgmt commentary was significantly +ve esp on Q/C a departure from earlier qtr CLSA on Eternal High Conviction O-P TP Rs XXX Blinkit (QC) is now bigger than food delivery @blitzkreigm @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947487809100779941) 2025-07-22 02:44:10 UTC 68.5K followers, 3786 engagements "JPM on MGL Neutral TP Rs 1350 1Q adjusted PAT of Rs2.4bn was down XX% YoY & materially behind JPMe. Headline earnings were supported by a Rs1.1bn revenue one-off. Volumes were slightly weaker than expected @CNBCTV18Live @CNBCTV18News @sonalbhutra"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947842487273635991) 2025-07-23 02:13:32 UTC 68.5K followers, 1511 engagements "Jefferies on IEX U-P TP cut to Rs XXX 1Q in-line but CERC market coupling regulation dominates future earnings trajectory Believe this regulation will accelerate market share loss & est factor 80%+ share in FY25 reducing to XX% by FY28 Competitor HPX is targeting XX% share"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949650013358784817) 2025-07-28 01:56:00 UTC 68.5K followers, 3889 engagements "JPM on Premier Eng Neutral TP Rs 1019 1Q FPAT of Rs.3bn up XX% QoQ & ahead of JPMe of Rs.2.4bn Rev ahead which compensated for weaker headline margins Co commissioned 1.4GW of module & 1.2GW of new cell lines at Hyderabad during qtr should help drive near term earnings"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949648467439051142) 2025-07-28 01:49:52 UTC 68.5K followers, 1828 engagements "JPM on IDFC First BK Neutral TP Rs XX 1Q PAT (Rs4.6bn; ROE: 4.8%; ROA: 0.53%) was XX% ahead of JPM est. driven by higher trading income while core metrics were relatively weak Moderation in opex growth to XX% y/y (below full year guidance of 12-13%) was key +ve @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949647461565296849) 2025-07-28 01:45:52 UTC 68.5K followers, 1398 engagements "Nomura on Persistent Neutral TP Rs 5510 1Q FY26 revenue a mixed bag Deal wins steady; management hinted at slowing decision-making at clients Margin steady helped by lower ESOP charge X% cut in FY26-27F; retain Neutral on rich valuations (trading at 41x FY27F EPS) @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948209232081190957) 2025-07-24 02:30:51 UTC 68.5K followers, 2495 engagements "CITI on TCS Sell TP Rs 3135 CO letting go of X% of its workforce over course of FY26 CEO attributing this to need to be future-ready & agile; not about AI or co needing fewer people 1Q suggest continued sluggishness in core markets Margin/cash flow trends need to be monitored"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949646334920630505) 2025-07-28 01:41:23 UTC 68.5K followers, 2937 engagements "GS on Laurus Sell TP raised to Rs XXX While co did not provide quantitative topline guidance for FY26 mentioned that they have laid strong foundations for FY26 & beyond It also expects margins to improve in FY26 @ekta_batra @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949651447492088194) 2025-07-28 02:01:42 UTC 68.5K followers, 2503 engagements "Nomura on BK Of Baroda Neutral TP Rs XXX NIMs better than expected; soft on growth & asset quality Build in RoA/RoE of 0.9%/12- XX% over FY26-28F While stock trades at an inexpensive valuation of 0.8x FY27F P/BV do not see near-term triggers for it to outperform"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949652603454841190) 2025-07-28 02:06:18 UTC 68.5K followers, 1709 engagements "Kotak Inst Eqt on AU Small Fin BK Downgrade to Sell TP Rs XXX However recent stock price rally has made risk reward proposition less attractive Prefer to play cyclical recovery trade through other stocks where valuation is relatively inexpensive @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1944578853940375639) 2025-07-14 02:05:01 UTC 68.5K followers, 1464 engagements "Nomura on MGL Buy TP Rs 1580 1Q below estimates on margin miss; volume remained strong at XX% y-y Volume growth guidance cut to high-single digits; unit EBITDA at INR9-9.5/scm STK trading at 13.2x FY27F P/E @CNBCTV18News @sonalbhutra"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948210878865871261) 2025-07-24 02:37:24 UTC 68.5K followers, 2609 engagements "MS on Mphasis Upgrade to OW TP Raised to Rs 3500 Do not expect strong deal wins in 1Q to be a 1-qtr wonder; should set stage for strong qtrly growth cadence ahead Drag from logistics vertical could be behind which would remove a key overhang @Reematendulkar @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949654823688614052) 2025-07-28 02:15:07 UTC 68.5K followers, 2204 engagements "Jefferies on Laurus U-P TP raised to Rs XXX 1Q ahead of est on a/c of higher ARV & CDMO sales. Mgmt commentary indicated declining gross margin trend & was non-committal on sustainability of current sales run-rate @CNBCTV18Live @ekta_batra @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949651449538879917) 2025-07-28 02:01:42 UTC 68.5K followers, 1533 engagements "Kotak Inst Eqt on Dr Reddys Reduce TP Rs 1250 Est. gRevlimid contributed XX% to Cos FY2025 EPS on a more normalized cost base This is a big void to fill which is unlikely to be bridged by Rs9 EPS from GLP-1 (in base case) in FY2027E @ekta_batra @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1933342616571331065) 2025-06-13 01:56:14 UTC 68.5K followers, 1529 engagements "Jefferies on DR Reddys U-P TP Rs 1100 1Q missed est. due to lower US sales impacted by QoQ decline in gRevlimid & base business. While other markets delivered in-line with expectations SG&A costs/R&D spend remained elevated @CNBCTV18News @ekta_batra"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948208102479900967) 2025-07-24 02:26:22 UTC 68.5K followers, 2340 engagements "Nomura on Macrotech Buy TP Rs 1450 1Q: Strong set; Revenue/ EBITDA/ PAT up +23% y-y/ +30% y-y/ +41% y-y & in line Pre-sales: Strong performance in Bangalore BD: X projects including a 7msf project with a GDV of INR84bn in North Bangalore Launches: At Rs 84bn in 1QFY26"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949648270768177397) 2025-07-28 01:49:05 UTC 68.5K followers, 2449 engagements "Nomura on DR Reddys Buy TP Rs 1575 Management meet takeaways 3) Can still undertake acquisition of $2- 2.5bn; however will remain selective & conscious of valuation 4)Cost reduction- management can reduce spend by 500bp (from XX% to XX% of sales) to ensure EBITDA margins at 25%"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1932985007401824454) 2025-06-12 02:15:13 UTC 68.5K followers, 4375 engagements "Nuvama on AU Small BK Reduce TP Rs XXX A soft quarter in Q1FY26 with a miss on NIM & higherthan-expected delinquencies driven by south-based mortgages & a delayed recovery in MFI Credit cost on credit cards also remained elevated on a downsized book @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947122215255949710) 2025-07-21 02:31:26 UTC 68.5K followers, 1757 engagements "JPM on Bajaj Fin Downgrade to N from OW TP Rs XXX Remains best quality NBFC with rare combination of high growth & quality Yet a pick-up in mortgage attrition weakness in MSME AQ & continued weakness in 2/3W loan quality suggest possibility of -ve revisions est. @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948567762906869949) 2025-07-25 02:15:31 UTC 68.5K followers, 5200 engagements "MS on SBI Cards Downgrade to UW TP cut to Rs XXX Credit costs missed due to higher stressed asset creation and some ECL coverage rise Had been of view that market estimates for credit costs & earnings were too optimistic Expect a shift in sentiment with sharp cuts to forecasts"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949649286439813611) 2025-07-28 01:53:07 UTC 68.5K followers, 1433 engagements "Block Deals in X Real estate cos tomorrow as per @VivekIyer72 OBEROI REALTY Block size - $230m Floor price - 1753.2/sh (4% disc) Block size X% stake LODHA Block size - $165m Floor price - 1384.6/sh (4% disc) Block size X% stake @CNBCTV18Live @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947636806314348680) 2025-07-22 12:36:14 UTC 68.5K followers, 3889 engagements "HSBC on HDFC Life Buy TP Rs XXX 1Q: Overall in-line operating performance with healthy APE growth stable margins & operating RoEV of XXXX% New customer acquisition deepening distribution & balanced product mix should aid mid-teens APE growth over FY26-28e @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1945320117946167737) 2025-07-16 03:10:33 UTC 68.5K followers, 2369 engagements "HSBC on Varun Beverages Buy TP cut to Rs XXX Weak 2Q vol priced in but main question from investors is whether slowdown is seasonal or structural Changing competitive dynamics healthy for growing soft drink market; VBL should sustain growth in line with industry @blitzkreigm"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1943131352666144871) 2025-07-10 02:13:10 UTC 68.5K followers, 2177 engagements "Jefferies on Consumer Staples Upgrade VBL HUL & Asian Paints to Buy from U-F; appear as best contra 12M ideas Asian Paints Upgrade to BUY TP Raised to Rs 2830 from Rs 2200 Varun Beverages Upgrade to BUY TP Raised to Rs XXX from Rs XXX @blitzkreigm @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1942766851249037758) 2025-07-09 02:04:46 UTC 68.5K followers, 7825 engagements "Macquarie on Financials Upgrade PB Fintech to N from U/P TP Raised to Rs 1945 Downgrades IndusInd Bank to U/P from O/P TP cut to Rs XXX Downgrade Kotak BK to Neutral TP Raised to Rs 2300 & SBI Cards to Neutral TP 1040 Downgrade HDFC Life to U/P TP Rs XXX @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1940599007384064225) 2025-07-03 02:30:32 UTC 68.5K followers, 5696 engagements "CITI on DR Reddys Sell TP cut to Rs XXX from Rs 1040 Expect decline in gRevlimid sales & related PLI incentives to result in drag of $750-780m in EBITDA which would be difficult to offset Supply of remaining quantity of gRevlimid may help next X qtrs though is already built in"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1938061818792226912) 2025-06-26 02:28:39 UTC 68.5K followers, 3340 engagements "MS on SBI Cards EW TP Rs XXX SBIC's May spend market share increased MoM to XXXX% (16.0% Apr-25). May spending increased XXXX% MoM for SBIC vs. a XXX% increase for industry. Spending rose XX% YoY (20% in April) vs. industry's XX% @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1937336057483440220) 2025-06-24 02:24:44 UTC 68.5K followers, 2990 engagements "Kotak Inst Eqt on Dr Reddys Reduce TP Rs 1250 As gRevimid chapter draws to a close Street is divided on DRRDs base EPS as well as the GLP-1 upside Analysis suggests gRevlimid contributed XX% to DRRDs FY2025 reported EPS @ekta_batra @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1933342614243201285) 2025-06-13 01:56:13 UTC 68.5K followers, 3655 engagements "MS on HDFC Life OW TP Rs XXX A steady quarter with VNB X% above MSe Quality of results was good Maintain XX% VNB growth forecast for F2026 (more back ended) VNB margin was XXXX% (vs. MSe and F1Q25 of 25%). Management sees VNB margin to be range bound in F2026 @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1945320120643150087) 2025-07-16 03:10:33 UTC 68.5K followers, 1428 engagements "@CNBCTV18Live @hormaz_fatakia Authum Investment MENTOR CAPITAL (Promoter) Sells 58L shares at Rs 2253 FIDELITY BLUE CHIP GROWTH FUND Buys 22.67L shares at Rs 2250 GOLDMAN SACHS (SINGAPORE) PTE Buys 8.88L shares at Rs 2250 @CNBCTV18News @hormaz_fatakia @_prashantnair @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949659623457231075) 2025-07-28 02:34:11 UTC 68.5K followers, 1026 engagements "CITI On MGL Buy TP Rs 1700 Q1 EBITDA rose XX% qoq/16% yoy to Rs4.85bn XX% ahead of Rs3.74bn est. This however included another Rs1.13bn provision reversal pertaining to OMC commissions Despite a high base volume growth was healthy at XX% yoy (+1% qoq) @sonalbhutra"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947842485306446135) 2025-07-23 02:13:32 UTC 68.5K followers, 2747 engagements "HSBC on Glenmark Pharma Buy TP Raised to Rs 2275 GNP signed an out-licensing deal with AbbVie for ISB 2001 its R&D asset for relapsed refractory multiple myeloma GNP will receive $700m upfront & up to $1.225bn in milestones along with tiered double-digit royalties on sales"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1944580559721890076) 2025-07-14 02:11:48 UTC 68.5K followers, 3703 engagements "Bernstein on Kotak BK Market Perform TP Rs 1950 Weak Qtr across key metrics a sharp NIM compression & a multi-quarter high in credit costs driving RoA below X% Adjusted for one-offs in 1QFY25 EPS declined X% YoY despite healthy XX% loan growth @CNBCTV18News @latha_venkatesh"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949649015571652659) 2025-07-28 01:52:02 UTC 68.5K followers, 1436 engagements "Nomura on Oberoi Buy TP Rs 2000 Higher confidence on Sector XX Gurugram project launch in 4QFY26F Launches stacked in 2HFY26F; expect pre-sales to grow XX% y-y in FY26F 1QFY26 annuity income up +62% y-y; annuity scale-up on track; roughly a new hotel launch per year from FY27F"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947842674603790684) 2025-07-23 02:14:17 UTC 68.5K followers, 2919 engagements "Jefferies on ITC Hotels Buy TP Rs XXX 1Q beat ests with Rev/EBITDA/PAT growth of +16%/19%/54% YoY on robust XX% growth in RevPAR scale-up in Sri Lanka project (rev +40% YoY) & higher other income Co remains focused on scaling to 20K+ keys (current 13.5k) by 2030 @blitzkreigm"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1945669893485105221) 2025-07-17 02:20:26 UTC 68.5K followers, 5429 engagements "CLSA on REC High Conviction O-P TP Rs XXX 1Q net profit beat est. by X% Key driver of beat was resolution of TRN Energy Key disappointment was loss on fair value which dragged down other income; await management commentary on this Loan growth at XX% lower guidance of XX% +/-1%"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1948568575473504289) 2025-07-25 02:18:45 UTC 68.5K followers, 4074 engagements "CITI on AU Small BK Neutral TP Rs XXX Weak NIM profile (down 38bps to 5.4%) & elevated credit cost (1.97%) led to core earnings miss despite treasury support of Rs3bn & tight cost control Credit cost guidance raised by 10-15bps @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947122212517163183) 2025-07-21 02:31:25 UTC 68.5K followers, 2953 engagements "IMP Block deals on July 9th Akzo Nobel ASIAN PAINTS Sells XXXXX L (4.4%) at Rs 3651 Buyers- ICICI PRU MF & EASTSPRING Crizac ABAKKUS buys XXXXX L sh at Rs XXX Sammaan Capital SMALLCAP WORLD FUND (Capital Int) sells 2.5cr sh at Rs XXXXXX @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1943135677526286432) 2025-07-10 02:30:21 UTC 68.5K followers, 4810 engagements "CITI on L&T Tech Sell TP Rs 4015 Weak 1Qrev lower while margins in line Management indicated that 2H will likely be better than 1H based on multiple client conversations & another quarter of large deal wins over $200mn @Reematendulkar @CNBCTV18News @CNBCTV18Live"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1945669733270892674) 2025-07-17 02:19:47 UTC 68.5K followers, 3998 engagements "BoFA Sec on Schloss Banglore (The Leela) Buy TP Rs XXX Solid 1Q rev/EBITDA growth of 17%/39% YoY ahead of leading peers Broad-based RevPAR growth of XX% YoY Industry tailwinds asset management & portfolio expansion initiatives should help sustain rev/earnings growth momentum"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1947846519929114877) 2025-07-23 02:29:34 UTC 68.5K followers, 3276 engagements "GS on Cipla Sell TP Rs 1375 1Q26 above est EBITDA margin came in at XXXX% (+256bps vs. GSe) primarily driven by better GMs (+156bps yoy). Decelerating growth trends on sequential basis & expect growth to slow down in FY26 as gRevlimid benefits start waning off @CNBCTV18News"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949650652805595282) 2025-07-28 01:58:33 UTC 68.5K followers, 2887 engagements "CITI on BK of Baroda Buy TP Rs XXX 1Q PAT at Rs45.4bn was in line with CitiE. Only 7bps NIM decline and Rs18.8bn of treasury gains neutralized higher credit cost at 66bps & modest fee growth Expect FY26 NIMs to settle near 1Q level & build higher credit at 0.6-0.7% over FY26-27E"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949652605539377538) 2025-07-28 02:06:18 UTC 68.5K followers, 1624 engagements "Bernstein on SBI Cards U-P TP Rs XXX Once again delivered whats become its most consistent metric elevated credit costs. Co posted yet another disappointing set of results with credit costs rising further to XXX% (+60 bps QoQ) & dashing expectations of a quick turnaround"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949649288503361791) 2025-07-28 01:53:07 UTC 68.5K followers, 1416 engagements "Jefferies on IDFC First BK Buy TP Rs XX Profit of Rs4.6bn tad below est. due to higher credit costs X highlights 1)SMA bk of MFI almost halved QoQ which could lower slippages & credit costs 2)Other segments saw tad higher slippages 3)lower cut in SB rate to delay margin benefit"  [@nimeshscnbc](/creator/x/nimeshscnbc) on [X](/post/tweet/1949647457295495262) 2025-07-28 01:45:51 UTC 68.5K followers, 4319 engagements
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@nimeshscnbc Nimesh Shah
Nimesh Shah posts on X about rs, $8604t, op, dr reddys the most. They currently have XXXXXX followers and 1471 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +18%
- X Month XXXXXXX +50%
- X Months XXXXXXXXX +57%
- X Year XXXXXXXXX +11%
Mentions: XX #
- X Months XXX -XXXX%
- X Year XXX +17%
Followers: XXXXXX #
- X Week XXXXXX +0.04%
- X Month XXXXXX +0.20%
- X Months XXXXXX +2.30%
- X Year XXXXXX +4.70%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance stocks countries vc firms
Social topic influence rs #653, $8604t #7, op, dr reddys, inst, eps, investment, $6753t, roa, hdfc life
Top assets mentioned HSBC Holdings PLC (HSBC) Novartis AG (NVS) Goldman Sachs (GS) AbbVie Inc (ABBV)
Top Social Posts #
Top posts by engagements in the last XX hours
"CITI on RBL BK Buy TP Rs XXX +ves 1JLG stress subsided (slippages/SMA pool improved; still prudently created X% contingency buffer X Called out that NIMs have bottomed out in 1Q; bulk of yield repricing is behind while CoD benefits will flow @CNBCTV18News @CNBCTV18Live"
@nimeshscnbc on X 2025-07-21 02:23:13 UTC 68.5K followers, 3581 engagements
"MS on Infosys OW TP Rs 1700 View Infosys's 1Q results as being more balanced vs peers Expect it to deliver F26 revenue growth towards top end of guidance range with margins above midpoint With this Infosys would be strongest EBIT growth co within large-cap coverage in F26" @nimeshscnbc on X 2025-07-24 02:28:17 UTC 68.5K followers, 4213 engagements
"CLSA on Manappuram Fin O-P TP Raised to Rs XXX Co will now be jointly held by Bain Capital & existing promoters With investment of Rs43.85bn Bain will hold XX% which can inch up to XXXX% post open offer See possibility of healthy rerating in stock as new management takes over" @nimeshscnbc on X 2025-03-21 02:01:29 UTC 68.5K followers, 3237 engagements
"Nomura on Cipla Buy TP Rs 1810 1QFY26 in line with est. Remain hopeful of domestic growth recovery & US product launches Management expects revenues to rise in FY26E despite lower gRevlimid sales & projects FY26E EBITDA margin to be 23.5%-24.5% @CNBCTV18News @ekta_batra" @nimeshscnbc on X 2025-07-28 01:58:33 UTC 68.5K followers, 1453 engagements
"MS on Kotak BK OW TP Rs 2600 While growth stronger than system NIM decline & NPL formation higher than expected F2Q26 will remain tough due to further margin decline Expect earnings to accelerate thereafter @_RituSingh @CNBCTV18News @CNBCTV18Live @latha_venkatesh" @nimeshscnbc on X 2025-07-28 01:52:02 UTC 68.5K followers, 2987 engagements
"Bernstein on Coforge O-P TP Rs 2038 Strong X% QoQ CC revenue growth led by Americas & Travel vertical (Sabre deal ramp up) while BFS and Insurance remained soft. EBIT margins at XXXX% was a miss Stock correction (8%) offers a good entry into Cos strong growth trajectory" @nimeshscnbc on X 2025-07-25 02:19:52 UTC 68.5K followers, 3761 engagements
"GS on SBI Cards Downgrade to N TP Rs 1006 Sharp re-rating balances risk-reward; Credit Costs & growth to be a focus near term Val multiple (+1 SD above its historical avg) raising investor debates 1) loan growth revival X quantum of improvement in credit-costs @CNBCTV18News" @nimeshscnbc on X 2025-07-02 02:25:58 UTC 68.5K followers, 3743 engagements
"Jefferies on Paytm Upgrade to Buy TP Raised to Rs 1250 1Q EBITDA of Rs0.7bn ahead of est partly aided by lower DLG cost (partly transitionary) & op. leverage MTU/GMV growth of 3%/6% QoQ are encouraging but cont. margin will stabilize tad lower over next 2-3qtrs @CNBCTV18News" @nimeshscnbc on X 2025-07-23 01:56:46 UTC 68.5K followers, 4604 engagements
"Macquarie on SBI Cards Neutral TP Rs 1040 Reported 1Q FY26 PAT of Rs5.6bn (-6% YoY) an XX% miss to est. This was primarily driven by higher-than-expected credit cost (9.6% vs MQe 9%). Stock appears expensive at 4.3x FY27E P/B for an ROA trajectory of XXX% & sub-par growth" @nimeshscnbc on X 2025-07-28 01:53:06 UTC 68.5K followers, 2595 engagements
"MS on ICICI Lombard EW TP Rs 1885 PAT beat estimate owing to higher investment income from higher capital gains While like Co's profitable growth focus see ltd upside from 36x F26e P/E amid weak top-line growth with sustained competitive intensity & uncertainty on motor TP hike" @nimeshscnbc on X 2025-07-16 03:11:04 UTC 68.5K followers, 2200 engagements
"CLSA on IDFC First BK Hold TP Rs XX While PAT missed est. by X% Q1 not unsurprising given how its midcap bank peers reported Credit costs have been elevated for most banks this qtr & IDFCB is no exception Loan & deposit growth remains healthy Opex was under control too" @nimeshscnbc on X 2025-07-28 01:45:51 UTC 68.5K followers, XXX engagements
"MS on Divis Labs OW TP Rs 7185 Novartis had previously guided that generic competition for Entresto could start in US in mid-July 2025 Our EU team is building in an XX% YoY decline in US sales of Entresto in CY25 In line with global est have built in decline for Divi's as well" @nimeshscnbc on X 2025-07-15 02:23:17 UTC 68.5K followers, 3575 engagements
"CLSA on United Spirits Initiate Hold TP Rs 1238 Believe Co well positioned with large local prestige & above portfolio & access to Diageo brands However recent policy changes temper near-term growth expectations View its 54x one-year forward PE as demanding @blitzkreigm" @nimeshscnbc on X 2025-07-29 02:07:39 UTC 68.5K followers, 1360 engagements
"MS on DR Reddys EW TP Rs 1298 Q1 rev Rs85.4bn up XX% YoY Gross margin declined 350bps YoY to XXXX% due to higher generic price erosion & lower operating leverage partly offset by better product mix EBITDA Rs22.2bn up X% YoY & in line PAT was Rs14.2bn up X% YoY @ekta_batra" @nimeshscnbc on X 2025-07-24 02:26:22 UTC 68.5K followers, 1369 engagements
"Kotak Inst Eqt on AU Small Fin BK Downgrade to Sell TP Rs XXX While challenges in unsecured businesses have hurt AUs profitability in FY2025 those issues are expected to get sorted out in FY2026E If macro environment turns favorable AUBANK can deliver healthy biz growth" @nimeshscnbc on X 2025-07-14 02:05:01 UTC 68.5K followers, 3574 engagements
"Jefferies on Eternal Upgrade to BUY TP Raised to Rs XXX While 1Q was mixed mgmt commentary was significantly +ve esp on Q/C a departure from earlier qtr CLSA on Eternal High Conviction O-P TP Rs XXX Blinkit (QC) is now bigger than food delivery @blitzkreigm @CNBCTV18News" @nimeshscnbc on X 2025-07-22 02:44:10 UTC 68.5K followers, 3786 engagements
"JPM on MGL Neutral TP Rs 1350 1Q adjusted PAT of Rs2.4bn was down XX% YoY & materially behind JPMe. Headline earnings were supported by a Rs1.1bn revenue one-off. Volumes were slightly weaker than expected @CNBCTV18Live @CNBCTV18News @sonalbhutra" @nimeshscnbc on X 2025-07-23 02:13:32 UTC 68.5K followers, 1511 engagements
"Jefferies on IEX U-P TP cut to Rs XXX 1Q in-line but CERC market coupling regulation dominates future earnings trajectory Believe this regulation will accelerate market share loss & est factor 80%+ share in FY25 reducing to XX% by FY28 Competitor HPX is targeting XX% share" @nimeshscnbc on X 2025-07-28 01:56:00 UTC 68.5K followers, 3889 engagements
"JPM on Premier Eng Neutral TP Rs 1019 1Q FPAT of Rs.3bn up XX% QoQ & ahead of JPMe of Rs.2.4bn Rev ahead which compensated for weaker headline margins Co commissioned 1.4GW of module & 1.2GW of new cell lines at Hyderabad during qtr should help drive near term earnings" @nimeshscnbc on X 2025-07-28 01:49:52 UTC 68.5K followers, 1828 engagements
"JPM on IDFC First BK Neutral TP Rs XX 1Q PAT (Rs4.6bn; ROE: 4.8%; ROA: 0.53%) was XX% ahead of JPM est. driven by higher trading income while core metrics were relatively weak Moderation in opex growth to XX% y/y (below full year guidance of 12-13%) was key +ve @CNBCTV18News" @nimeshscnbc on X 2025-07-28 01:45:52 UTC 68.5K followers, 1398 engagements
"Nomura on Persistent Neutral TP Rs 5510 1Q FY26 revenue a mixed bag Deal wins steady; management hinted at slowing decision-making at clients Margin steady helped by lower ESOP charge X% cut in FY26-27F; retain Neutral on rich valuations (trading at 41x FY27F EPS) @CNBCTV18News" @nimeshscnbc on X 2025-07-24 02:30:51 UTC 68.5K followers, 2495 engagements
"CITI on TCS Sell TP Rs 3135 CO letting go of X% of its workforce over course of FY26 CEO attributing this to need to be future-ready & agile; not about AI or co needing fewer people 1Q suggest continued sluggishness in core markets Margin/cash flow trends need to be monitored" @nimeshscnbc on X 2025-07-28 01:41:23 UTC 68.5K followers, 2937 engagements
"GS on Laurus Sell TP raised to Rs XXX While co did not provide quantitative topline guidance for FY26 mentioned that they have laid strong foundations for FY26 & beyond It also expects margins to improve in FY26 @ekta_batra @CNBCTV18News @CNBCTV18Live" @nimeshscnbc on X 2025-07-28 02:01:42 UTC 68.5K followers, 2503 engagements
"Nomura on BK Of Baroda Neutral TP Rs XXX NIMs better than expected; soft on growth & asset quality Build in RoA/RoE of 0.9%/12- XX% over FY26-28F While stock trades at an inexpensive valuation of 0.8x FY27F P/BV do not see near-term triggers for it to outperform" @nimeshscnbc on X 2025-07-28 02:06:18 UTC 68.5K followers, 1709 engagements
"Kotak Inst Eqt on AU Small Fin BK Downgrade to Sell TP Rs XXX However recent stock price rally has made risk reward proposition less attractive Prefer to play cyclical recovery trade through other stocks where valuation is relatively inexpensive @CNBCTV18News @CNBCTV18Live" @nimeshscnbc on X 2025-07-14 02:05:01 UTC 68.5K followers, 1464 engagements
"Nomura on MGL Buy TP Rs 1580 1Q below estimates on margin miss; volume remained strong at XX% y-y Volume growth guidance cut to high-single digits; unit EBITDA at INR9-9.5/scm STK trading at 13.2x FY27F P/E @CNBCTV18News @sonalbhutra" @nimeshscnbc on X 2025-07-24 02:37:24 UTC 68.5K followers, 2609 engagements
"MS on Mphasis Upgrade to OW TP Raised to Rs 3500 Do not expect strong deal wins in 1Q to be a 1-qtr wonder; should set stage for strong qtrly growth cadence ahead Drag from logistics vertical could be behind which would remove a key overhang @Reematendulkar @CNBCTV18News" @nimeshscnbc on X 2025-07-28 02:15:07 UTC 68.5K followers, 2204 engagements
"Jefferies on Laurus U-P TP raised to Rs XXX 1Q ahead of est on a/c of higher ARV & CDMO sales. Mgmt commentary indicated declining gross margin trend & was non-committal on sustainability of current sales run-rate @CNBCTV18Live @ekta_batra @CNBCTV18Live" @nimeshscnbc on X 2025-07-28 02:01:42 UTC 68.5K followers, 1533 engagements
"Kotak Inst Eqt on Dr Reddys Reduce TP Rs 1250 Est. gRevlimid contributed XX% to Cos FY2025 EPS on a more normalized cost base This is a big void to fill which is unlikely to be bridged by Rs9 EPS from GLP-1 (in base case) in FY2027E @ekta_batra @CNBCTV18News @CNBCTV18Live" @nimeshscnbc on X 2025-06-13 01:56:14 UTC 68.5K followers, 1529 engagements
"Jefferies on DR Reddys U-P TP Rs 1100 1Q missed est. due to lower US sales impacted by QoQ decline in gRevlimid & base business. While other markets delivered in-line with expectations SG&A costs/R&D spend remained elevated @CNBCTV18News @ekta_batra" @nimeshscnbc on X 2025-07-24 02:26:22 UTC 68.5K followers, 2340 engagements
"Nomura on Macrotech Buy TP Rs 1450 1Q: Strong set; Revenue/ EBITDA/ PAT up +23% y-y/ +30% y-y/ +41% y-y & in line Pre-sales: Strong performance in Bangalore BD: X projects including a 7msf project with a GDV of INR84bn in North Bangalore Launches: At Rs 84bn in 1QFY26" @nimeshscnbc on X 2025-07-28 01:49:05 UTC 68.5K followers, 2449 engagements
"Nomura on DR Reddys Buy TP Rs 1575 Management meet takeaways 3) Can still undertake acquisition of $2- 2.5bn; however will remain selective & conscious of valuation 4)Cost reduction- management can reduce spend by 500bp (from XX% to XX% of sales) to ensure EBITDA margins at 25%" @nimeshscnbc on X 2025-06-12 02:15:13 UTC 68.5K followers, 4375 engagements
"Nuvama on AU Small BK Reduce TP Rs XXX A soft quarter in Q1FY26 with a miss on NIM & higherthan-expected delinquencies driven by south-based mortgages & a delayed recovery in MFI Credit cost on credit cards also remained elevated on a downsized book @CNBCTV18Live" @nimeshscnbc on X 2025-07-21 02:31:26 UTC 68.5K followers, 1757 engagements
"JPM on Bajaj Fin Downgrade to N from OW TP Rs XXX Remains best quality NBFC with rare combination of high growth & quality Yet a pick-up in mortgage attrition weakness in MSME AQ & continued weakness in 2/3W loan quality suggest possibility of -ve revisions est. @CNBCTV18News" @nimeshscnbc on X 2025-07-25 02:15:31 UTC 68.5K followers, 5200 engagements
"MS on SBI Cards Downgrade to UW TP cut to Rs XXX Credit costs missed due to higher stressed asset creation and some ECL coverage rise Had been of view that market estimates for credit costs & earnings were too optimistic Expect a shift in sentiment with sharp cuts to forecasts" @nimeshscnbc on X 2025-07-28 01:53:07 UTC 68.5K followers, 1433 engagements
"Block Deals in X Real estate cos tomorrow as per @VivekIyer72 OBEROI REALTY Block size - $230m Floor price - 1753.2/sh (4% disc) Block size X% stake LODHA Block size - $165m Floor price - 1384.6/sh (4% disc) Block size X% stake @CNBCTV18Live @CNBCTV18News" @nimeshscnbc on X 2025-07-22 12:36:14 UTC 68.5K followers, 3889 engagements
"HSBC on HDFC Life Buy TP Rs XXX 1Q: Overall in-line operating performance with healthy APE growth stable margins & operating RoEV of XXXX% New customer acquisition deepening distribution & balanced product mix should aid mid-teens APE growth over FY26-28e @CNBCTV18News" @nimeshscnbc on X 2025-07-16 03:10:33 UTC 68.5K followers, 2369 engagements
"HSBC on Varun Beverages Buy TP cut to Rs XXX Weak 2Q vol priced in but main question from investors is whether slowdown is seasonal or structural Changing competitive dynamics healthy for growing soft drink market; VBL should sustain growth in line with industry @blitzkreigm" @nimeshscnbc on X 2025-07-10 02:13:10 UTC 68.5K followers, 2177 engagements
"Jefferies on Consumer Staples Upgrade VBL HUL & Asian Paints to Buy from U-F; appear as best contra 12M ideas Asian Paints Upgrade to BUY TP Raised to Rs 2830 from Rs 2200 Varun Beverages Upgrade to BUY TP Raised to Rs XXX from Rs XXX @blitzkreigm @CNBCTV18News" @nimeshscnbc on X 2025-07-09 02:04:46 UTC 68.5K followers, 7825 engagements
"Macquarie on Financials Upgrade PB Fintech to N from U/P TP Raised to Rs 1945 Downgrades IndusInd Bank to U/P from O/P TP cut to Rs XXX Downgrade Kotak BK to Neutral TP Raised to Rs 2300 & SBI Cards to Neutral TP 1040 Downgrade HDFC Life to U/P TP Rs XXX @CNBCTV18News" @nimeshscnbc on X 2025-07-03 02:30:32 UTC 68.5K followers, 5696 engagements
"CITI on DR Reddys Sell TP cut to Rs XXX from Rs 1040 Expect decline in gRevlimid sales & related PLI incentives to result in drag of $750-780m in EBITDA which would be difficult to offset Supply of remaining quantity of gRevlimid may help next X qtrs though is already built in" @nimeshscnbc on X 2025-06-26 02:28:39 UTC 68.5K followers, 3340 engagements
"MS on SBI Cards EW TP Rs XXX SBIC's May spend market share increased MoM to XXXX% (16.0% Apr-25). May spending increased XXXX% MoM for SBIC vs. a XXX% increase for industry. Spending rose XX% YoY (20% in April) vs. industry's XX% @CNBCTV18News @CNBCTV18Live" @nimeshscnbc on X 2025-06-24 02:24:44 UTC 68.5K followers, 2990 engagements
"Kotak Inst Eqt on Dr Reddys Reduce TP Rs 1250 As gRevimid chapter draws to a close Street is divided on DRRDs base EPS as well as the GLP-1 upside Analysis suggests gRevlimid contributed XX% to DRRDs FY2025 reported EPS @ekta_batra @CNBCTV18News @CNBCTV18Live" @nimeshscnbc on X 2025-06-13 01:56:13 UTC 68.5K followers, 3655 engagements
"MS on HDFC Life OW TP Rs XXX A steady quarter with VNB X% above MSe Quality of results was good Maintain XX% VNB growth forecast for F2026 (more back ended) VNB margin was XXXX% (vs. MSe and F1Q25 of 25%). Management sees VNB margin to be range bound in F2026 @CNBCTV18Live" @nimeshscnbc on X 2025-07-16 03:10:33 UTC 68.5K followers, 1428 engagements
"@CNBCTV18Live @hormaz_fatakia Authum Investment MENTOR CAPITAL (Promoter) Sells 58L shares at Rs 2253 FIDELITY BLUE CHIP GROWTH FUND Buys 22.67L shares at Rs 2250 GOLDMAN SACHS (SINGAPORE) PTE Buys 8.88L shares at Rs 2250 @CNBCTV18News @hormaz_fatakia @_prashantnair @CNBCTV18Live" @nimeshscnbc on X 2025-07-28 02:34:11 UTC 68.5K followers, 1026 engagements
"CITI On MGL Buy TP Rs 1700 Q1 EBITDA rose XX% qoq/16% yoy to Rs4.85bn XX% ahead of Rs3.74bn est. This however included another Rs1.13bn provision reversal pertaining to OMC commissions Despite a high base volume growth was healthy at XX% yoy (+1% qoq) @sonalbhutra" @nimeshscnbc on X 2025-07-23 02:13:32 UTC 68.5K followers, 2747 engagements
"HSBC on Glenmark Pharma Buy TP Raised to Rs 2275 GNP signed an out-licensing deal with AbbVie for ISB 2001 its R&D asset for relapsed refractory multiple myeloma GNP will receive $700m upfront & up to $1.225bn in milestones along with tiered double-digit royalties on sales" @nimeshscnbc on X 2025-07-14 02:11:48 UTC 68.5K followers, 3703 engagements
"Bernstein on Kotak BK Market Perform TP Rs 1950 Weak Qtr across key metrics a sharp NIM compression & a multi-quarter high in credit costs driving RoA below X% Adjusted for one-offs in 1QFY25 EPS declined X% YoY despite healthy XX% loan growth @CNBCTV18News @latha_venkatesh" @nimeshscnbc on X 2025-07-28 01:52:02 UTC 68.5K followers, 1436 engagements
"Nomura on Oberoi Buy TP Rs 2000 Higher confidence on Sector XX Gurugram project launch in 4QFY26F Launches stacked in 2HFY26F; expect pre-sales to grow XX% y-y in FY26F 1QFY26 annuity income up +62% y-y; annuity scale-up on track; roughly a new hotel launch per year from FY27F" @nimeshscnbc on X 2025-07-23 02:14:17 UTC 68.5K followers, 2919 engagements
"Jefferies on ITC Hotels Buy TP Rs XXX 1Q beat ests with Rev/EBITDA/PAT growth of +16%/19%/54% YoY on robust XX% growth in RevPAR scale-up in Sri Lanka project (rev +40% YoY) & higher other income Co remains focused on scaling to 20K+ keys (current 13.5k) by 2030 @blitzkreigm" @nimeshscnbc on X 2025-07-17 02:20:26 UTC 68.5K followers, 5429 engagements
"CLSA on REC High Conviction O-P TP Rs XXX 1Q net profit beat est. by X% Key driver of beat was resolution of TRN Energy Key disappointment was loss on fair value which dragged down other income; await management commentary on this Loan growth at XX% lower guidance of XX% +/-1%" @nimeshscnbc on X 2025-07-25 02:18:45 UTC 68.5K followers, 4074 engagements
"CITI on AU Small BK Neutral TP Rs XXX Weak NIM profile (down 38bps to 5.4%) & elevated credit cost (1.97%) led to core earnings miss despite treasury support of Rs3bn & tight cost control Credit cost guidance raised by 10-15bps @CNBCTV18News" @nimeshscnbc on X 2025-07-21 02:31:25 UTC 68.5K followers, 2953 engagements
"IMP Block deals on July 9th Akzo Nobel ASIAN PAINTS Sells XXXXX L (4.4%) at Rs 3651 Buyers- ICICI PRU MF & EASTSPRING Crizac ABAKKUS buys XXXXX L sh at Rs XXX Sammaan Capital SMALLCAP WORLD FUND (Capital Int) sells 2.5cr sh at Rs XXXXXX @CNBCTV18News @CNBCTV18Live" @nimeshscnbc on X 2025-07-10 02:30:21 UTC 68.5K followers, 4810 engagements
"CITI on L&T Tech Sell TP Rs 4015 Weak 1Qrev lower while margins in line Management indicated that 2H will likely be better than 1H based on multiple client conversations & another quarter of large deal wins over $200mn @Reematendulkar @CNBCTV18News @CNBCTV18Live" @nimeshscnbc on X 2025-07-17 02:19:47 UTC 68.5K followers, 3998 engagements
"BoFA Sec on Schloss Banglore (The Leela) Buy TP Rs XXX Solid 1Q rev/EBITDA growth of 17%/39% YoY ahead of leading peers Broad-based RevPAR growth of XX% YoY Industry tailwinds asset management & portfolio expansion initiatives should help sustain rev/earnings growth momentum" @nimeshscnbc on X 2025-07-23 02:29:34 UTC 68.5K followers, 3276 engagements
"GS on Cipla Sell TP Rs 1375 1Q26 above est EBITDA margin came in at XXXX% (+256bps vs. GSe) primarily driven by better GMs (+156bps yoy). Decelerating growth trends on sequential basis & expect growth to slow down in FY26 as gRevlimid benefits start waning off @CNBCTV18News" @nimeshscnbc on X 2025-07-28 01:58:33 UTC 68.5K followers, 2887 engagements
"CITI on BK of Baroda Buy TP Rs XXX 1Q PAT at Rs45.4bn was in line with CitiE. Only 7bps NIM decline and Rs18.8bn of treasury gains neutralized higher credit cost at 66bps & modest fee growth Expect FY26 NIMs to settle near 1Q level & build higher credit at 0.6-0.7% over FY26-27E" @nimeshscnbc on X 2025-07-28 02:06:18 UTC 68.5K followers, 1624 engagements
"Bernstein on SBI Cards U-P TP Rs XXX Once again delivered whats become its most consistent metric elevated credit costs. Co posted yet another disappointing set of results with credit costs rising further to XXX% (+60 bps QoQ) & dashing expectations of a quick turnaround" @nimeshscnbc on X 2025-07-28 01:53:07 UTC 68.5K followers, 1416 engagements
"Jefferies on IDFC First BK Buy TP Rs XX Profit of Rs4.6bn tad below est. due to higher credit costs X highlights 1)SMA bk of MFI almost halved QoQ which could lower slippages & credit costs 2)Other segments saw tad higher slippages 3)lower cut in SB rate to delay margin benefit" @nimeshscnbc on X 2025-07-28 01:45:51 UTC 68.5K followers, 4319 engagements