[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.] #  @satyam_sa16 Satyam 🇮🇳 Satyam 🇮🇳 posts on X about india, balance sheet, finance, h2 the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1135143795492679686/interactions)  - X Week XXXXXX +437% - X Month XXXXXX +17,290% - X Months XXXXXX +1,106% - X Year XXXXXX +497% ### Mentions: XXX [#](/creator/twitter::1135143795492679686/posts_active)  - X Week XXX +133% - X Month XXX +8,740% - X Months XXX +4,856% - X Year XXX +550% ### Followers: XXX [#](/creator/twitter::1135143795492679686/followers)  - X Week XXX +49% - X Months XXX +62% - X Year XXX +31% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1135143795492679686/influencer_rank)  ### Social Influence [#](/creator/twitter::1135143795492679686/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [ncaa football](/list/ncaa-football) XXX% [travel destinations](/list/travel-destinations) XXX% **Social topic influence** [india](/topic/india) 5.7%, [balance sheet](/topic/balance-sheet) 2.44%, [finance](/topic/finance) 2.04%, [h2](/topic/h2) 2.04%, [debt](/topic/debt) 1.63%, [infra](/topic/infra) 1.43%, [macro](/topic/macro) 1.43%, [longterm](/topic/longterm) 1.43%, [robust](/topic/robust) 1.22%, [roadmap](/topic/roadmap) XXXX% **Top accounts mentioned or mentioned by** [@jigarme12373921](/creator/undefined) [@someshmalik](/creator/undefined) **Top assets mentioned** [ServiceNow Inc (NOW)](/topic/servicenow) [Salesforce Inc (CRM)](/topic/salesforce) [Delysium (AGI)](/topic/$agi) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts [#](/creator/twitter::1135143795492679686/posts) --- Top posts by engagements in the last XX hours "45 Rashtriya Chemicals and Fertilizers Ltd. XX Repco Home Finance Ltd. XX Responsive Industries Ltd. XX Sammaan Capital Ltd. XX Sandhar Technologies Ltd. XX Schneider Electric Infrastructure Ltd. XX Shaily Engineering Plastics Ltd. XX Shree Renuka Sugars Ltd. XX Signatureglobal (India) Ltd. XX Stove Kraft Ltd. XX TARC Ltd. XX Tata Teleservices (Maharashtra) Ltd. XX Thangamayil Jewellery Ltd. XX The Anup Engineering Ltd. XX The South Indian Bank Ltd. XX Trident Ltd. XX UCO Bank"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569483226886156) 2025-07-19 13:55:04 UTC XXX followers, XXX engagements "8 Guidance Mgmt expects ULIP demand to bounce back in H2 FY26 📈 Single premium annuity to revive as FD rates drop Goal: deliver alpha over private peers no plans for growth decline next X months"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945190301158793318) 2025-07-15 18:34:42 UTC XXX followers, XXX engagements "Strategic Motivations Behind Mutual Fund Accumulation in Geojit Financials X. Diversification into Recurring Revenue Streams Geojit Financials has transitioned from being predominantly brokerage-driven to a firm with substantial recurring fee-based income including robust mutual fund distribution PMS and insurance products. Recurring revenue assets now account for a significant portion of the companys customer asset base providing visibility and resilience even during volatile periods. X. Rapid Growth in AUM The company has reported strong double-digit growth in mutual fund AUM PMS AUM and"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947649299850137923) 2025-07-22 13:25:53 UTC XXX followers, XX engagements "3 ⚙ But margins compressed: Cash business EBITDA margin: XXXX% (160 bps YoY) Managed Services EBITDA margin: XXXX% (290 bps YoY) Why Seasonality wage hikes & muted consumption"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948696412885045338) 2025-07-25 10:46:44 UTC XXX followers, XX engagements "3 Operational Strength 💪 ✅ Integrated operations ✅ Strong customer base ✅ Continuous innovation ✅ XX% capacity utilisation room to grow ✅ Dadri facility production +25% vs Q4 #MakeInIndia #Capex #SteelStocks"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947739617152929987) 2025-07-22 19:24:46 UTC XXX followers, XX engagements "6 Capex & R&D 🧪 No big capex for core biz can grow from XXX Cr to XXX Cr without major spend. New pilot lab lines: 1015 Cr planned to build recyclable pack in-house target cost X vs X now (imported). Critical to lift packaging unit margins"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947859375407960295) 2025-07-23 03:20:39 UTC XXX followers, XX engagements "6 Tailwinds 🌦 Rural cash flows robust monsoon MSPs policy sentiment Upcoming festival season positive for PV & CV Tech stack rebuilt full cloud LMS live since June Data & AI sharper underwriting better risk control"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883057538863221) 2025-07-23 04:54:45 UTC XXX followers, XX engagements "2 Q1 FY26 Highlights 📈 ✅ Revenue: XXX Cr +25% YoY ✅ Net Profit: XX Cr +41% YoY ✅ EBITDA: XXX Cr +20% YoY ✅ Net Debt down to XXX Cr (term loans prepaid XXXXX Cr in July) Balance sheet is stronger operations sharper. #Earnings #IndiaInc"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856906581905791) 2025-07-23 03:10:50 UTC XXX followers, XX engagements "5 Guidance 🚦 Overall assets to grow XX% FY26. Secured assets to grow 35-40% 12-13% by H1. Unsecured book stabilises by H1 zero growth. Deposit growth target: XX% KASA up to XX% FY26. NIM recovery: Q2 NIM back X% 7.2-7.3% for FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882384592146671) 2025-07-23 04:52:05 UTC XXX followers, XX engagements "4 Aquaform: Work in Progress 🌱 Growth: Volume up but margins softer due to trade costs (+6 Cr hit) & product mix. ✅ FY26 EBITDA guidance intact at XXX Cr more capacity better utilization in Q2+"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948210355307749864) 2025-07-24 02:35:19 UTC XXX followers, XX engagements "9 ⚠ Risks: CASA slipped below XX% (was 40%+) NIM compression due to repo cut pass-through vs. lagged deposit repricing Private capex still sluggish corporate credit pipeline modest"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948697575294476617) 2025-07-25 10:51:21 UTC XXX followers, X engagements "🔟 ✅ Takeaway: Indian Bank Q1 = Prudent growth + asset quality discipline + digital upgrade. Short-term margin/cost pressures but high RoE & GNPA control stand out. Long game: steady resilient PSU play. #Banking #PSU #IndiaInc 🔗 Full summaries"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948697578239041685) 2025-07-25 10:51:22 UTC XXX followers, XX engagements "1 Tata Consumer Q1 FY26: Double-Digit Growth Profit Hiccups Confident Rebound ☕🧂 Indias FMCG major delivers solid revenue growth but faces near-term margin bumps. Heres your clean snapshot #TataConsumer #FMCG #IndiaEarnings"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948222943395205188) 2025-07-24 03:25:20 UTC XXX followers, XX engagements "4 Sectors & Services 📈 📌 TMT: +5.5% CC 📌 BFSI: +2.9% CC 📌 Healthcare: +5.2% CC 📌 MCS: -XXX% CC (liberation day impact) 📌 Products & Platforms: +10.1% QoQ 📌 Cloud Infra & Security: +5.2% QoQ 📌 Data Engg & Analytics: +2.5% QoQ"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276426987483412) 2025-07-24 06:57:52 UTC XXX followers, X engagements "8 Strategic Edge 🎯 🏭 Own farm model XX litres/cow yield vs 8-10 industry avg. 💡 Health & nutrition pivot riding Indias protein deficit megatrend. 💪 Strong brand moat national vs regional peers"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884753132392869) 2025-07-23 05:01:29 UTC XXX followers, XX engagements "10/ ⚙ Growth drivers: 🔥 New clients (incl. Fortune 500) 🔥 AI accelerators (Expona Stanza) early signs in Canada 🔥 ServiceNow + AI = top growth arrows 🔥 Europe momentum"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948217164995125337) 2025-07-24 03:02:22 UTC XXX followers, XX engagements "8 Whats Holding Strong 💪 Gross margin gains from supply chain wins Value + affordability + local relevance XX% sales through digital ➡ Ahead in tech game Off-premise not same as aggregators ➡ Controlled profitable"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948221920366969163) 2025-07-24 03:21:16 UTC XXX followers, X engagements "🔟 Bottomline ✅ Solid balance sheet. ✅ Excellent asset quality. ✅ Disciplined execution. 📉 Near-term: Growth & NIMs softer as pricing wars play out. 📈 Medium-term: Strategic shift to higher-margin segments & digital muscle should pay off by Q3 FY26+. 🔗 For more high-quality earnings breakdowns:"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211403019706465) 2025-07-24 02:39:29 UTC XXX followers, XX engagements "9 Strategic Punch 🥊 ✔ JV-led deep tech Longcheer (mobiles) HKC (displays) QC India (cameras) Inventec (IT HW) ✔ New categories robot cleaners front-load washers dash cams ✔ Global push US retail pilots for lighting big mobile exports ✔ Mgmt scaling up senior talent more muscle for next leg"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862039575335097) 2025-07-23 03:31:14 UTC XXX followers, XX engagements "1 🔵 SBI Life Q1 FY26: Strong start to the year leadership intact margins up protection business growing fast. XX years old & still compounding Breakdown 🧵 #SBILife #Insurance #LifeInsurance"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948709340229087663) 2025-07-25 11:38:06 UTC XXX followers, XX engagements "🔟 Competitive Edge 🏆 Leader in Gartners GenAI quadrant Top AI partner for XX of top XX FS clients Vendor consolidation is a moat not a risk"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219165656903883) 2025-07-24 03:10:19 UTC XXX followers, X engagements "4 International Push 🌍 US hotels solid (The Pierre shining) RevPAR XX% Cape Town: XX% RevPAR growth. London properties getting XX Mn upgrades. Frankfurt Taj Grand Hotel opens Jan XX. New Chambers private clubs coming up globally (London Frankfurt Dubai)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555761053859980) 2025-07-19 13:00:33 UTC XXX followers, XX engagements "1 AGI Green Pack Q1 FY26: Bold Confident Ready to Double 🧵 A robust quarter. A bold new market entry. A clear target: Double the topline every X years. Heres what you need to know about Indias glass & aluminium packaging play 👇 #AGIGreenPack $AGI"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856904220512366) 2025-07-23 03:10:50 UTC XXX followers, XX engagements "2 Confident Yet Realistic Tone 📣 CSO Anupab Gupta & team say: 🚦 Strong momentum proven model 💪 Leadership in MSME supply chain finance 🧩 Top anchors: Adani JSW Tata Whirlpool Minor product launch delays but FY26 target intact"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948220898735243274) 2025-07-24 03:17:13 UTC XXX followers, XX engagements "🏦 RBL Bank Q1 FY26: A quarter of tough NIMs rising OPEX but also a clear roadmap for a better stronger more balanced bank ahead. Lets break it down: #EarningsCall #IndianMarkets #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946913171073278022) 2025-07-20 12:40:46 UTC XXX followers, XX engagements "1 🚀 Indias mutual fund giant ABSLAMC just posted a strong Q1 FY26 Whats behind the numbers Wheres the growth coming from What are the red flags A concise 🧵 for investors & analysts #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948690985262674236) 2025-07-25 10:25:10 UTC XXX followers, XX engagements "6 🏦 Balance Sheet: Capital Adequacy: XXXX% (Tier 1: 23.2%) Debt/Equity: XXXX Cost of Borrowing: XXX% (set to drop by 2535 bps in FY26) Strong liquidity buffer: 1000 cr cash + XXX cr undrawn"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948699625134665823) 2025-07-25 10:59:30 UTC XXX followers, X engagements "2 Headline Numbers 🧾 📈 Revenue: XXX Cr Highest-ever Q1 YoY Growth: +12% 🥛 Core Dairy: Cheese ghee & paneer: +9% vol +14% value XX% of sales 💪 Gross Margins: XXXX% (up from XXXX% Q-o-Q) 💵 EBITDA Margin: XXX% (aim: double digits soon)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884737886113888) 2025-07-23 05:01:26 UTC XXX followers, XX engagements "8 Annuity Assets Doing Well 🏢 Office & retail leasing steady Commerce X already 85%+ leased on track for full occupancy this year"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887169504411852) 2025-07-23 05:11:05 UTC XXX followers, XX engagements "7 🏭 Massive capacity ramp: Existing power systems 40000 MVA by Sept New 45000 MVA plant underway Goal: expand beyond 85000 MVA to meet global demand surge Power infra boom = big tailwind 🔋"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948694737675776007) 2025-07-25 10:40:05 UTC XXX followers, X engagements "📌 CEAT Q1: Strong domestic engine global gears in flux. Margins softer but tailwinds in RM costs EV premiumisation & CAMSO synergies ahead. Key watch: Sri Lanka tariff resolution & CAMSO rebound. 🔗 More India Inc. updates: #CEAT #Q1FY26 #Auto"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559409838260243) 2025-07-19 13:15:03 UTC XXX followers, XXX engagements "6 Strategic Bets 🔍 ✅ Early Nvidia partner strong Blackwell GPU roadmap (B200 B300 GB200 GB300) ✅ Self-built cloud platform does what hyperscalers do ✅ Enterprise focus + sovereign cloud software offering ✅ Proof-of-concepts pipeline growing fast #GenAI #CloudIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858377566245078) 2025-07-23 03:16:41 UTC XXX followers, XXX engagements "9 Risks Investors Should Note 🔍 Rate cuts & refinancing = margin squeeze 🔍 Real estate market slowdown 🔍 Rising employee cost (expansion driven) 🔍 Lower other income as excess capital is deployed"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211399919825337) 2025-07-24 02:39:28 UTC XXX followers, XX engagements "1 Cyient DLM Q1 FY26 🧵 Strong start to FY26 ✅ Record order intake ✅ Margin expansion ✅ Low utilisation = big operating leverage A China+1 winner in the making Lets unpack the call: #CyientDLM"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947861098214133920) 2025-07-23 03:27:29 UTC XXX followers, XXX engagements "3 Segment Snapshot 🔍 Mobile: 11663 Cr (+125% YoY) 📱 9.66M smartphones 5.73M feature phones Telecom IP & Wearables: 1410 Cr (+250%+) Consumer Electronics (TVs & Refrigerators): XXX Cr 🥶 Fridge good LED TVs weak. Home Appliances: XXX Cr (+13% YoY) Lighting: XXX Cr"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862020897800348) 2025-07-23 03:31:09 UTC XXX followers, XX engagements "1 Schloss Bangalore (The Leela) Q1 FY26 🧵 Strongest Q1 ever. Luxury hospitality riding Indias demand boom. RevPAR soaring balance sheet clean and a bold 2000 Cr EBITDA vision. Lets unpack 👇 #Leela #Hospitality"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885900551360827) 2025-07-23 05:06:03 UTC XXX followers, XX engagements "12/ 📡 Capex & expansion: 🚀 Tripling sales team in US/EU 🤝 Hunting XX M&A targets at any point 🤖 Heavy AI IP investments 🔗 Partnerships: DataBricks Builder Vortex Microsoft Salesforce ServiceNow"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948217172477517842) 2025-07-24 03:02:24 UTC XXX followers, XX engagements "5 💡 Product mix shift: Guaranteed non-par savings: XX% of individual AP ULIP new biz: 2740 cr XX% of individual new biz Strong persistency: 13th month: XXXX% (+58 bps) 61st month: XXXX% (+501 bps)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948709351671120349) 2025-07-25 11:38:09 UTC XXX followers, XX engagements "1 Zensar Tech Q1 FY26: Quiet Confidence AI Bets & Steady Execution ⚙🤖 Midcap IT stays resilient in a tough macro. Small sequential growth big AI focus clear on NOT chasing commoditized deals. Highlights 👇 #Zensar #ITServices #AI"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276419383140733) 2025-07-24 06:57:50 UTC XXX followers, XX engagements "1 💰 CMS Info Q1 FY26: Cautious tone but playing the long game market share up order book strong margins dipped. Heres your full decode 🧵 #Q1Results #CMSInfo #Logistics #Payments #CashManagement"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948696407830839747) 2025-07-25 10:46:43 UTC XXX followers, XX engagements "4 Quality Benchmark 🎯 🏆 Indias first & only XXX% NABL accredited national lab chain. 🎯 Pushing for Six Sigma complaints per million down to X aiming for XXX. When quality meets scale competitive moat deepens"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948209220408799414) 2025-07-24 02:30:48 UTC XXX followers, X engagements "🔟 Key Watch: Risks & Guidance ⚠ Margin pressure if acquisitions accelerate. ⚠ High H2 FY25 base = tough comps. ⚠ Pharmacy-based franchising not as impactful yet. Guidance: Mid-teen revenue growth sticks for now. Margin cap at XX% reinvest excess for scale"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948209236498133064) 2025-07-24 02:30:52 UTC XXX followers, XX engagements "6 Capex & Innovation 🔬 🚀 New whey protein bar entry into functional protein snacks. 🍶 Pride of Cows: Greek yogurt high-protein paneer premium SKU push. 📦 XX% B2C focus expanding direct online & Q-commerce channels"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884748136976438) 2025-07-23 05:01:28 UTC XXX followers, XX engagements "Shares where Mutual Funds are Consistently Decreasing their Stake (Dec 2024 Jun 2025) X ACC Ltd. X Butterfly Gandhimathi Appliances Ltd. X CarTrade Tech Ltd. X Ceigall India Ltd. X Cholamandalam Financial Holdings Ltd. X Container Corporation Of India Ltd. X Fortis Healthcare Ltd. X Gateway Distriparks Ltd. X General Insurance Corporation of India 🔟 Go Digit General Insurance Ltd. XX India Shelter Finance Corporation Ltd. XX KNR Constructions Ltd. XX Knowledge Marine & Engineering Works Ltd. XX Motherson Sumi Wiring India Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946570511397609893) 2025-07-19 13:59:10 UTC XXX followers, XXX engagements "7 Big Picture IRFC wants every quarter better than the last. 📈 NIM improvement 📈 Diversification = new yields X% 📈 Backed by govt guarantees 📈 Refinancing big ticket loans lump sum disbursements #IRFC is evolving fast"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948215159815893488) 2025-07-24 02:54:24 UTC XXX followers, XXX engagements "8 Key Drivers 🚀 ✅ MTD & ATC strong growth engines. ✅ New product launches: VMCs HMCs 5-axis CNC. ✅ ATCs XX% export share. ✅ Africa (esp. Egypt) emerging as new TMD export hub"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433970142601233) 2025-07-19 04:56:36 UTC XXX followers, XX engagements "1 ⚡ CG Power Q1 FY26: All-time high revenue record orders & bullish outlook Big bets on power systems semiconductors & capacity ramp-up heres your decode 🧵 #EarningsCall #IndianMarkets #PowerSector #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948694717501505568) 2025-07-25 10:40:00 UTC XXX followers, XX engagements "2 💰 Strong start: Standalone Revenue: 2643 cr (+25% YoY) highest ever PAT: XXX cr (+23% YoY) FCF: XXX cr (119% of PAT) ROCE: XX% Order backlog: 11971 cr (+70% YoY) 💪 Cash-rich + booked out"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948694720156172760) 2025-07-25 10:40:00 UTC XXX followers, X engagements "🔟 Investor Takeaway ✅ Tough Q1 but clear pivot: Secured engine 🔥 Cost of funds trending down Universal Bank play 🏦 Digital + branch push 📲🏢 Execution in Q2/Q3 is key watch for NIM bounce MFI stress cooling & secured book scaling. 🔗 For more grounded summaries"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882401084150202) 2025-07-23 04:52:08 UTC XXX followers, XX engagements "1 United Breweries Q1 FY26: Premium Play Policy Hiccups 🍻🚀 UBL stays king of beers in India double-digit volume & sales growth premium brands on fire market share up XXX bps nationwide. Margins under pressure short term but the glide path is clear. Key takeaways 🧵 #UnitedBreweries #Kingfisher #Q1FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282945426583795) 2025-07-24 07:23:46 UTC XXX followers, XX engagements "4 💼 Management tone: Cautious optimism. Global risks persist but order book strong plants will run full in H2. Focus: R&D niche products new blocks to scale. #TatwaChintan #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948689738195484979) 2025-07-25 10:20:13 UTC XXX followers, XX engagements "9 Market Position 📊 Competes with JSW Coated Tata BlueScope APL Apollo Domestic pre-painted steel demand XXXX MT/year growing double digits Anti-dumping duties shield from cheap Chinese supply Zero single customer concentration X% of revenue"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284136101179840) 2025-07-24 07:28:30 UTC XXX followers, XX engagements "8 📲 Strategic investments: 1000 cr annual tech spend XX cr for new cyber security infra (live in a month) XXX% RAM digitalisation by Mar26 Credit card business revamp: 100+ cr push New hires: XXX IT specialists + AI focus"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948695614818058322) 2025-07-25 10:43:34 UTC XXX followers, X engagements "4 How They Win 🎯 Lowest cost of capital X% 🎯 Competes with top banks & NBFCs 🎯 Lending 100-150 bps cheaper than peers 🎯 Still makes better spreads than old Railway-only model 🎯 Zero NPAs = big comfort"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948215152383316311) 2025-07-24 02:54:23 UTC XXX followers, XX engagements "6 The Big Can Bet 🥫 Indias aluminium can market: XX% penetration vs 5055% in the West XXX Bn cans market supply constrained rising GDP per capita = boom time AGI = 1st Indian player joining Ball & Can-Pack (US MNCs) High barriers high rewards. #Aluminium #Packaging"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856916744704288) 2025-07-23 03:10:53 UTC XXX followers, XX engagements "🔟 Takeaway Oberoi Realty remains a high-quality play on Mumbais premium realty boom long cycle but well-capitalised & strategically positioned. Dont watch Q-on-Q noise. Watch value creation. 🔗 More earnings call breakdowns ➡"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887174357241986) 2025-07-23 05:11:07 UTC XXX followers, XX engagements "7 Strategic Capex Mindset 🏭 Switching from rental reagent to capex model capitalising machines in-house. Why Debt-free + strong cash flow = better cost control + higher long-term margin leverage"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948209228193415481) 2025-07-24 02:30:50 UTC XXX followers, X engagements "6 Portfolio Mix: Balanced & Diversified 🏡 Home Loans: XXXX% 🏢 LAP: XXXX% (QoQ +30%) 🏭 Lease Rental Discounting: XXXX% (QoQ +29%) 🏗 Developer Financing: XXXX% (QoQ +32%) Good spread = lower risk concentration"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211389291798604) 2025-07-24 02:39:25 UTC XXX followers, XX engagements "15 Nath Bio-Genes (India) Ltd. XX Nazara Technologies Ltd. XX NRB Bearings Ltd. XX Orient Cement Ltd. XX Protean e-Gov Technologies Ltd. XX Quess Corp Ltd. XX Sterling Tools Ltd. XX TVS Motor Company Ltd. XX Thermax Ltd. XX Thomas Cook (India) Ltd. XX Unichem Laboratories Ltd. XX Unimech Aerospace and Manufacturing Ltd. XX Utkarsh Small Finance Bank Ltd. XX VST Industries Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946570515227025750) 2025-07-19 13:59:11 UTC XXX followers, XXX engagements "🔟 Big Picture Takeaway 🖼 ✅ Iconic luxury brand ✅ High RevPAR premiums ✅ Strong balance sheet post-IPO ✅ Smart capex new clubs & residences structural growth. Schloss Bangalore is betting big on Indias luxury hospitality wave. 🔗 For more high-quality earnings breakdowns:"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885925180313653) 2025-07-23 05:06:09 UTC XXX followers, XX engagements "🏦 Bandhan Bank: Cautious today optimistic for tomorrow. Q1 FY26 saw continued EV stress resilient secured growth & clear H2 recovery plans. Key takeaways for investors 👇 #BandhanBank #Q1FY26 #Microfinance #Banking"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553926146560277) 2025-07-19 12:53:15 UTC XXX followers, XXX engagements "11 🌱 Whats next: Protection push continues new child plans high-ticket protection Money-back plan in pipeline Further align bank channel towards non-par/protection Strong push for rural + semi-urban via branches & agents"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948709367567577267) 2025-07-25 11:38:13 UTC XXX followers, XX engagements "3 🧩 Segments: Regulated Markets (US): XXX cr (+69% YoY +40% QoQ) Margin: XXXX% Emerging Markets: XX cr (+32% YoY) Margin: XXX% Domestic Generics: X cr (4x YoY) Run rate: XXX cr/month"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948710204649930865) 2025-07-25 11:41:32 UTC XXX followers, X engagements "9 Red Flags 🚩 QoQ revenue decline + net loss despite big investments Chennai rollout delays hurt Q1 revenue realisation No software licensing revenue this FY No clear number yet on India AI Mission revenue contribution Execution needs to match vision. #Risks"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858390081794545) 2025-07-23 03:16:44 UTC XXX followers, XXX engagements "5 🌍 Key Drivers: Returning FPIs steady retail flows. XXX branches (+40% YoY) + XX project offices. 58000+ Choice Business Associates deep Tier 3/4 presence. Tech push: Choice Finex Money Connect digital onboarding + ops"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947737949485081013) 2025-07-22 19:18:09 UTC XXX followers, XX engagements "4 Capacity & Capex: Growth Loaded 🏭 🔧 New plant at Ringas (35 Cr capex) H2 FY26 commissioning. Revenue potential: 6-7x investment (210-245 Cr). 🌞 E-beam facility boosts solar cables market share. 15000 sqm extra land secured for future capex"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948278655555158138) 2025-07-24 07:06:43 UTC XXX followers, XX engagements "🔟 Big Picture E2E is betting on Indias AI & GPU cloud wave: Strong pipeline loyal Nvidia tie-up big capacity coming online. If they hit 7590% utilisation + exit MRR target margins can rebound sharply. Watch Chennai ramp & pipeline conversion. 🔗 More smart concall threads:"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858395681460345) 2025-07-23 03:16:45 UTC XXX followers, XXX engagements "1 💊 Senores Pharma Q1 FY26: XX% YoY revenue growth XX% PAT surge clear roadmap for XX% topline and XXX% profit growth this year. US strategy & CDMO scale-up in focus. Full breakdown 🧵 #SenoresPharma #Pharma #Earnings"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948710199499387374) 2025-07-25 11:41:31 UTC XXX followers, XX engagements "2 📊 Headline numbers: Revenue: XXX cr (+5% YoY) PAT: XXXX cr (+3% YoY) Cash Logistics: +8% YoY XXX cr Managed Services: +8% YoY XXX cr EBITDA: XXX cr (+3% YoY)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948696410418778498) 2025-07-25 10:46:43 UTC XXX followers, X engagements "4 Whats Driving This 🚀 👉 Diversified portfolio 👉 Deep backward integration Displays camera modules precision parts 👉 Strong JVs Longcheer HKC QC India 👉 China+1 tailwind US OEMs shifting 👉 Solid export pipeline Mobiles & Lighting"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862024018661786) 2025-07-23 03:31:10 UTC XXX followers, XX engagements "🔟 Big Picture: Premium Wins Infra Lags 🍻 UBLs premium push is working Kingfisher Ultra Amstel Heineken driving mix up market share up. Short-term supply & policy pain points remain especially cans + key states like Karnataka. Greenfield capex & coolers clear sign: growth bets are on. 📌 Stay tuned for more concall bites here 👉 #Beer #Premiumization #UBL #IndiaGrowth"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282968289448422) 2025-07-24 07:23:51 UTC XXX followers, XX engagements "🧵 1/22 💰 Jio Financial Services Q1 FY26: Indias youngest big-finance disruptor is stepping up 📈 Revenue up AUM exploding TPV surging. Big bets on digital finance secured lending & massive reach. Full breakdown 🧵👇 #EarningsCall #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428107986174449) 2025-07-19 04:33:18 UTC XXX followers, XXX engagements "7 Whats Next: Big Capex Ahead 🏗 Alu-zinc line upgrade (150 Cr): Completion by Q2 FY26 7580% utilization in 6090 days Second color coating line: Q4 FY26 launch XXX% capacity jump to 235000 MT X MW captive solar plant: Saves XX Cr/year on power 2.5-year payback"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284130971750748) 2025-07-24 07:28:28 UTC XXX followers, XX engagements "7 Key Projects on Track ⚙ Dalgram (Ktaka) & Pune: XXX MTPA clinker + X MTPA grinding FY27 end. ⚙ Karapa (AP): XXX MTPA clinker + X MTPA grinding approved. ⚙ Umrangsu (Assam): XXX MTPA clinker trial Sep 2025 commercial Q3 FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948212813572280557) 2025-07-24 02:45:05 UTC XXX followers, XX engagements "8 Key Watchouts ⚠ 📉 GM dip = accounting for lower WIP & FG inventory not structural says mgmt. 📊 Quarterly lumps expected long-cycle B2B CDMO. 💸 XX Mn GST hit this Q. 💹 Forex gain softer due to USD slide"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887765502496926) 2025-07-23 05:13:27 UTC XXX followers, XX engagements "6 New Bets 🔍 Stainless wire: 10k tons FY26 ➡ 20k tons next year Aluminium: Targeting 250%+ growth in 2-3 yrs Foil + backward integration (fins) Iron ore mine (Maharashtra) + coal mining eyes open Second galvalume line doubles coating capacity"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948225884835766292) 2025-07-24 03:37:01 UTC XXX followers, XX engagements "🔑 Bottomline Thyrocare is doubling down on franchise scale affordability quality leadership & B2B partnerships. A clear moat in cost leadership + Six Sigma push + smart reinvestment discipline. One to watch in Indias evolving diagnostic market. 🔗 For more high-quality earnings & insights:"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948209239211872349) 2025-07-24 02:30:53 UTC XXX followers, XX engagements "5 Headwinds 🌍 Middle East conflict = Supply chain rerouting Higher freight Q1 impact. Big defence order ended standalone India revenue fell XX% YoY. Large customer repeat order delayed should normalise soon. Management expects rebound in next quarters"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947861114064445449) 2025-07-23 03:27:33 UTC XXX followers, XX engagements "🔟 Takeaway Blue Jet is building a durable high-margin CDMO platform scaling capacity deepening chemistry expanding peptides and insulating margins via backward integration. Long-term runway looks solid despite quarterly noise. 🔗 More smart earnings call breakdowns ➡"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887771181592920) 2025-07-23 05:13:29 UTC XXX followers, XXX engagements "4 🏧 ATM channel under pressure: India ATM transactions dipped XX% Per ATM transactions dropped (12-14 range) AGS shutdowns = delays in ATM deployments Yet CMS gained share ATM cash market share up to 58-60%"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948696415431016810) 2025-07-25 10:46:45 UTC XXX followers, XX engagements "8 Strategic Moves 🧩 Expanding into near-prime & affordable segments via new SBUs. 📈 More focus on LAP/LRD for better yields. 📡 Building reach in non-metros XXX branches XXX locations. ⚙ Investments will keep opex stable near 21%"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211396224893127) 2025-07-24 02:39:27 UTC XXX followers, XX engagements "4 Margins: Dilution Today Expansion Tomorrow 💡 Short-term pressure: Interstate transfers Unfavorable state mix (Karnataka decline 17%) Premium scale yet to hit full bottle return efficiency. Seasonality: Q1 margins usually 200bps higher than FY avg"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282952913445103) 2025-07-24 07:23:47 UTC XXX followers, X engagements "4 Hidden Star: Logistics Play 🚂 Navkar (Logistics) is booming: EXIM Cargo: 81k TEUs (+31% YoY) Revenue: XXX Cr (+17%) EBITDA: XX Cr PAT: +2 Cr (vs XX Cr loss) Target: 700-800 Cr revenue & XXX Cr EBITDA for FY26. Vision: 8000 Cr logistics topline by FY30. #SupplyChain #LogisticsIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741573036576981) 2025-07-22 19:32:32 UTC XXX followers, XX engagements "12 Big Picture 🎯 Infosys is holding steady in a shaky macro: Enterprise AI bets paying off Large deals boost visibility Cash flows strong Macro fog = near-term cap but long-term AI pivot solid 🔗 More concalls: #StockMarketIndia #ITStocks #Infosys"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219171114021125) 2025-07-24 03:10:21 UTC XXX followers, XX engagements "8 Guidance & Roadmap 🧭 🎯 FY26: Mid-high teen EBITDA growth 🎯 FY30: 2000 Cr EBITDA target 🏨 Occupancy to move into XX% range + ADR uptrend 🌏 FTAs & festival season H2 FY26 expected to be very strong"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885919488577676) 2025-07-23 05:06:07 UTC XXX followers, XX engagements "7 🗓 Guidance & Outlook: Cautious optimism for FY26 Agrochemicals: Inventory rationalisation mostly done recovery ahead Fluorochemicals: R467A launch = big long-term play R32 running at full capacity BOPP supply tight good for margins"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948708547719479662) 2025-07-25 11:34:57 UTC XXX followers, X engagements "2 CEO Tone: Cautiously optimistic 🔍 ✅ AI = XX% of pipeline XX% of bookings ✅ Over XX% workforce trained in AI/GenAI ✅ Avoiding vendor consolidation race to the bottom ✅ Focus: Create large deals via innovative solutioning"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276422050811941) 2025-07-24 06:57:50 UTC XXX followers, X engagements "2 💵 Standalone India performance: Income: XXX cr (+7% YoY) EBITDA: XXX cr (+42% YoY) PAT: XX cr (+69% YoY) PAT margin up XXX bps Cash pile at 1576 cr. Solid"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948700449768350026) 2025-07-25 11:02:46 UTC XXX followers, X engagements "✅ Bottom Line: High-Margin Growth + Export Power 🏆 Manakia Coated Metals is pushing deeper into value-added coated steel. Exports booming. Premium alu-zinc & pre-painted demand rising. Capex well-funded. Balance sheet getting stronger. FY27 = Scale + Margin = Stronger Moat. 📌 More detailed concall nuggets here 👉 #Steel #Exports #Capex #IndiaManufacturing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284142443176311) 2025-07-24 07:28:31 UTC XXX followers, XX engagements "1 IRFC Q1 FY26 🧵 IRFC XXX 🚆 ✅ Strong profit surge ✅ Zero NPAs ✅ Cheap capital edge ✅ Big diversification into the whole govt ecosystem Heres whats moving 👇 #IRFC #Earnings"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948215143600648332) 2025-07-24 02:54:20 UTC XXX followers, XXX engagements "7 E-commerce & Channels 🚚 E-comm +61% Modern Trade +21% Organic India: E-comm 3.5x YoY Starbucks: SSSG back in April/June dipped in May (geo tensions) X new stores"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948222961221287970) 2025-07-24 03:25:24 UTC XXX followers, XX engagements "3 Profitability Holding Strong 💹 Gross Margin: XX% +48 bps YoY 💼 EBITDA Margin: XX% (standalone) +354 bps YoY 📈 PAT: XX Cr +62% YoY Margin expansion driven by better product mix & scale efficiencies a strong sign"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948209217850220862) 2025-07-24 02:30:48 UTC XXX followers, XX engagements "7 Risks to Watch ⚠ OCF softness: Upfront costs distort short-term flow. 📉 Q1 sales dip: Mgmt says normal for high-ticket realty big spike at launch plateau mid-cycle. 📊 Goregaon saturation Mgmt dismisses concerns focus on integrated enviro + prudent land buys"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887166891430392) 2025-07-23 05:11:05 UTC XXX followers, XX engagements "8 Competition & Industry 🏆 UBL winning share from big & small rivals. Notes peers like ABI focusing on economy brands + flat pricing confusing vs premiumization trend. Working with Brewers Association for tax rationalization big tailwind if it plays out"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282962434465918) 2025-07-24 07:23:50 UTC XXX followers, XX engagements "7 📈 Balance sheet: Group EBITDA Q1: XXX cr (+6%) Net Debt/EBITDA trending down Cost of debt: XXXX% RBI cuts could help further FY25 PML OCF (ex-ISML): 1225 cr"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948702567107608907) 2025-07-25 11:11:11 UTC XXX followers, X engagements "7 Risks & Watch Points ⚠ 📌 Raw milk prices: +18% YoY offset by pricing power 📌 Higher ad spend near-term EBITDA dip 📌 Interest cost up: XX Cr XX Cr in X years lease accounting impact"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884750586450376) 2025-07-23 05:01:29 UTC XXX followers, XX engagements "🚨 Big Solar Story Unfolding Waaree Renewable Technologies just dropped a blockbuster Q1 200%+ profit growth record order book & green hydrogen pilot live Why this solar EPC play is in the sweet spot 🧵 #EarningsCall #IndianMarkets #RenewableEnergy"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946445799694774332) 2025-07-19 05:43:36 UTC XXX followers, XX engagements "9 🗝 Edge: 30-year legacy. Solid MSME backbone. Co-lending muscle new RBI norms seen as positive. Funding diversification: more NCDs ECB plans PTC to come"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948699633137426633) 2025-07-25 10:59:32 UTC XXX followers, X engagements "11/ 🧩 Risks to track: ⚠ US macro uncertainty Europe push helps ⚠ Past X years revenue stagnation all eyes on next X quarters ⚠ ERC inclusion adjust for true margin ⚠ Employee cost jump ahead"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948217168513864107) 2025-07-24 03:02:23 UTC XXX followers, X engagements "7 Guidance & Watchouts ⚠ Salary hikes + ESOP costs to hit Q2 margin ($3M impact) Target: mid-teens margins remain intact MCS expected to bounce in Q2 Macro caution: US/Europe CIOs still cautious"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276435103461524) 2025-07-24 06:57:54 UTC XXX followers, X engagements "4 Exports & Specialty Play 🌍 Exports contributed XX Cr (7.5% of total revenue). Specialty wires like IHT hose wires steel cord = huge import substitution play. China+1 tailwind 🌏 #Exports #ChinaPlusOne #ImportSubstitution #SpecialtySteel"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947739619556266495) 2025-07-22 19:24:47 UTC XXX followers, XX engagements "🏦 Bank of Baroda Q1 FY26 Print: Sales X% YoY Modest growth EBIDT X% YoY Margins under pressure Net profit XX% YoY Profitability hit EPS at XXXX vs XXXX Significant drop Low PE of XXX but can earnings revive ⚡ #BOB M.Cap XXXX Lakh Cr #BankofBaroda 🔗 More concalls & insights:"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948732085818069232) 2025-07-25 13:08:29 UTC XXX followers, XX engagements "4 But Heres The Flip Side 🟢 ✔ Secured book = XX% of balance sheet grew X% in Q1. ✔ Strong GNPA control Gross NPA X% Net NPA 1%. ✔ Cost of deposits falling LCR solid at 171%. ✔ Strategic hiring done cost base stabilised"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882380905390508) 2025-07-23 04:52:04 UTC XXX followers, XX engagements "1 SG Finserv Q1 FY26: Riding the MSME 🚀 Indias fast-growing MSME supply chain lender kicks off FY26 strong: ✅ XX% YoY AUM growth ✅ 50k cr disbursed in XX months ✅ Zero NPAs 👇 Heres your breakdown: #NBFC #MSME #EarningsCall"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948220896197656716) 2025-07-24 03:17:12 UTC XXX followers, XX engagements "💬 Management says: Absolutely very confident of achieving 1600 Cr annual sales this year. Well placed for the next growth cycle with a robust launch pipeline and disciplined financials"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948435238868435093) 2025-07-24 17:28:55 UTC XXX followers, XX engagements "6 Debt Reduction + Growth ⚙ Equity raise: XXX Cr (161 Cr infused) Net Debt/EBITDA now 2.3x targeting 1.7x by FY26-end Cash used to cut debt + fund expansion"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284128295841802) 2025-07-24 07:28:28 UTC XXX followers, X engagements "11 Red Flags 🚩 FY26 upper-end guidance cut ➡ Cautious tone Clients delaying decisions no clear recovery timeline Marginal attrition uptick"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219168358318378) 2025-07-24 03:10:20 UTC XXX followers, XX engagements "4 Why Exports Are Booming 🌍 👉 Long-term ties with EU OEMs 👉 China plus one tailwind tariffs anti-dumping duties benefiting Indian coated steel 👉 Strategic hedging = XXX Cr forex gain this quarter 👉 Port proximity keeps export costs low"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284123065258152) 2025-07-24 07:28:26 UTC XXX followers, XX engagements "7 Strategic Moves 🔑 Universal Bank License filed in June aims to boost KASA brand trust lower funding costs. Strong push into secured products: affordable housing 2W loans gold loans. XX branches planned FY26 X opened in Q1. Digital focus Iwani app for merchants zero-cost soundbox"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882390736765251) 2025-07-23 04:52:06 UTC XXX followers, XX engagements "7 Customer Tailwinds 🔥 ✅ Strong repeat orders new contracts. ✅ Long-cycle CDMO not generics. ✅ China+1 driving more RFPs. ✅ Heavy focus on backward integration = margin insulation"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887762004447732) 2025-07-23 05:13:27 UTC XXX followers, XX engagements "6 Capacity Unlocked Upside 🚀 🏭 Factory running at 5560% capacity (2 shifts). 👉 Can double revenue without major capex Just add a 3rd shift ✔ XXX Cr IPO funds left XX Cr for WC XX Cr capex no funding squeeze"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947861117499498892) 2025-07-23 03:27:34 UTC XXX followers, XX engagements "3 Margins Feeling the Heat 📉 Portfolio Yield: Down XX bps QoQ to XXX% 🏦 NIM: Flat at X% but guided to moderate by 15-20 bps FY26. 📊 Gross Spread: Flat at XXX% 💸 Cost of Funds: Fell XX bps QoQ to XXX% some relief"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211381448094040) 2025-07-24 02:39:24 UTC XXX followers, X engagements "7 Balance Sheet & Cash 💵 Net cash: 1408 Cr (Includes QIP funds; 1000 Cr left for Sanand) Borrowings: XXX Cr (mostly channel finance) Acceptances: XXX Cr Debt manageable vs expansion needs"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948277612372963831) 2025-07-24 07:02:34 UTC XXX followers, X engagements "5 📊 Snapshot: Total AUM: X Trillion Equity mix: to XXXX% Active Equity AUM: XXX Trillion XX% share Debt & Liquid AUM: +9% & +14% QoQ turnaround #MutualFunds"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027431690969343) 2025-07-18 02:01:09 UTC XXX followers, XX engagements "9 Competitive Stance 📌 Management: Were not a pure-play MFI. We keep tight credit norms XX% secured / XX% unsecured mix long-term. Profitability first growth with discipline"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882397930033586) 2025-07-23 04:52:08 UTC XXX followers, XX engagements "8 🏦 Margins may normalise: Q1 always softer (wage hikes provisions). Mgmt sees normalisation through FY26 as growth + productivity gains kick in. Medium term: 1314% services growth double-digit retail growth"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948696425526952294) 2025-07-25 10:46:47 UTC XXX followers, X engagements "5 Cash Debt Working Capital 💰 ✅ Net debt XX Cr aim to be debt-free by FY26-end. ✅ Working capital days: 90-100 ✅ Sales to WC: 4x Preference shares: XX Cr raised XX Cr used (mainly WC + XX Cr capex)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948278658491093185) 2025-07-24 07:06:44 UTC XXX followers, XX engagements "7 💡 Management playbook: Minimum XX% credit growth for FY26 RAM XX% NIM floor: XXX% hoping for recovery in H2 CASA target: XX% by Mar26 1200 cr extra provisioning for two SMA-2 accounts (no slip risk) ✔"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948695611555127672) 2025-07-25 10:43:33 UTC XXX followers, X engagements "9 Watch the Red Flags ⚠ ⚡ X% volume growth needs catch-up. ⚡ Jagar/Dharamtar lumpy tied to JSW Steel. ⚡ Some project delays (Tuticorin Jagar LPG) due to approvals. ⚡ Execution = key test for Vision 2030. Strong strategy. Delivery must match #ExecutionRisk #InfraStocks"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741586005365089) 2025-07-22 19:32:36 UTC XXX followers, XX engagements "7 Capex & Capacity 🏭 FY26 Capex: 11501200 Cr New Mobile Campus (Noida) X million sq. ft. ready by Mar 2026 Fridge capacity: 1.2M 2M plan to hit 3M Washing machines: 3M 3.8M by Aug 2025 Display trials: Q4 FY26 mass prod Q1 FY27 QC India camera module: consolidation Q3 FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862033325830545) 2025-07-23 03:31:12 UTC XXX followers, XX engagements "5 Growth Vision 🗺 🎯 10000 Cr revenue target in X years 🎯 Double-digit EBITDA margin teens in 12-24 months 🌧 Good monsoon festival & winter demand tailwinds for cheese/ghee"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884745737834677) 2025-07-23 05:01:27 UTC XXX followers, XX engagements "9 Big Picture 🧩 Westlife is holding the fort: ✅ Profitable expanding margin ✅ Investing now for Vision 2027 ✅ Focused on value omni digital Macro still soft but momentum expected to build 📈"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948221923034296381) 2025-07-24 03:21:17 UTC XXX followers, XX engagements "🔟 Takeaway: Small Wins Smart Bets 🚀 Zensar is playing patient offense: ✅ Avoiding price wars ✅ Building AI muscle from within ✅ Cash-rich for smart M&A ✅ Consistent payout + prudent capital use Holding ground in tough weather. 🌦 🔗 Get all earnings 👉 #ZensarTech #Q1Results #IndiaIT #TechStocks"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276442791301367) 2025-07-24 06:57:55 UTC XXX followers, XX engagements "3 Key Numbers 💡 Revenue: $162M (+3.3% QoQ reported +1.9% CC) EBITDA: XXXX% (down XX bps QoQ) PAT: XXXX% Gross Margin: XXXX% (+20 bps QoQ) Order Book: $172M up XX% YoY"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276424588345611) 2025-07-24 06:57:51 UTC XXX followers, X engagements "3 Revenue Snapshot 💰 +2.6% QoQ CC +3.8% YoY CC $3.8B Large Deals TCV ➡ XX% net new incl. $1B mega deal with global bank M&A helping with XX bps boost"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219145440600278) 2025-07-24 03:10:15 UTC XXX followers, XX engagements "7 Strategic Moves 🧩 CEO Rajendra Relegapuri onboard sharper ops execution China+1 tailwind: US OEMs shifting to India spike in RFQs Hybrid India-US model cost advantage + nearshore trust Entering US defence EV ADAS broadening horizon"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947861121983254723) 2025-07-23 03:27:35 UTC XXX followers, XX engagements "8 Risks & Challenges ⚠ Soft PV & CV pricing = margin stress Rural cash flow volatility esp. in Q2 historically tricky for slippages Intense competition banks squeezing pricing in fleet/vehicle segments"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883062437810242) 2025-07-23 04:54:46 UTC XXX followers, XX engagements "3 Whats Launching 🚀 📍 Goregaon (Gura): Demolition done approvals in Launch Q3 FY26. 📍 Borivali: Target Q3 FY26 launch. 📍 N.P. Road (Pedro): Q4 FY26. 📍 South Mumbai: Tardeo + Parel redevelopment FY26. 🏢 Occupancy: Borivali & Commerce X XXX% by year-end"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887157097693335) 2025-07-23 05:11:02 UTC XXX followers, XX engagements "8 Risks Still There ⚠ Geopolitical conflicts Red Sea disruptions US tariffs trade costs up. ⚠ Russian dumping weighs on domestic prices. ⚠ Capacity additions faster than demand margin pressure on spot trades"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948210368855388412) 2025-07-24 02:35:22 UTC XXX followers, XX engagements "2 Managements Tone: Realistic but Firm 📣 CEO Salil Parekh & CFO Jayesh Sanghrajka say: Strong start broad growth XXX AI agents driving client ops Cautious clients global headwinds But AI-first deals keep flowing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219143049920924) 2025-07-24 03:10:14 UTC XXX followers, X engagements "7 Demand Outlook & Risks ⚠ 📌 Domestic demand soft. Footfalls low despite robust housing. 📌 Export guidance: 18k-20k Cr for FY26 (down vs FY23). 📌 Pricing power Weak. Competitors hike list prices but realisation tricky. 📌 Will reinvest margin gains if needed to defend market share. #Construction #Ceramics #Exports"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947740563497013704) 2025-07-22 19:28:32 UTC XXX followers, XX engagements "7 Competitive Angle 🧵 Europe: Overcapacity but peers in financial distress = CIE wants to be the last man standing. India: Local to local limits push to export more but keeps them nimble on tariffs. Winning play: Tech-heavy complex parts vs commodity parts. #AutoComponents #Manufacturing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855918231965972) 2025-07-23 03:06:54 UTC XXX followers, XX engagements "4 ⚠ German GMBB bombshell: One-time loss of XXXXX cr for GMBB insolvency Zero recovery expected Strategic call: cut losses in Europe redeploy focus & capital to India"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948693243383664760) 2025-07-25 10:34:08 UTC XXX followers, X engagements "9 Risks & Red Flags 🚩 EPC lumpy: Down XX% YoY (Gambia base effect) Minor transcript mismatches: Domestic institutional cables & cash figures look inconsistent need clarification US tariff uncertainty for exports but current exposure low Competition rising but approvals act as entry barrier"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948277618278826466) 2025-07-24 07:02:36 UTC XXX followers, XX engagements "6 Margins Expansion Mode 📈 Mobile margins to expand 120150 bps in FY27 even post-PLI. Camera module: XXXX% now XXXX% soon Displays + mechanical: double-digit margins expected Big bet scale + integration profit kicker"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862029663903807) 2025-07-23 03:31:12 UTC XXX followers, XX engagements "3 🧪 Segments Q1 FY26: PTC: XXXX Cr (-17% QoQ +9% YoY) SDA: XXXX Cr (+14% QoQ +13% YoY) PSC: XXXX Cr (+32% QoQ +11% YoY) Electrolytes: XXX Cr (+32% QoQ) More demand up ahead 👇"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948689735649570876) 2025-07-25 10:20:12 UTC XXX followers, X engagements "8 Balance Sheet Strong 💪 📉 Net Debt/EBITDA: 0.33x among best in sector. ✅ Committed to staying 2x despite big expansions. 💸 XX Cr incentives accrued but West Bengal revocation fight ongoing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948212816508309848) 2025-07-24 02:45:06 UTC XXX followers, X engagements "9 Big Picture 🖼 ✅ Prudent land buys premium pricing moat. ✅ Clear pipeline of launches. ✅ Leverage infra upgrades (metro coastal road). ✅ PE cash for new expansion. ✅ High margins = high conviction"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887171928789107) 2025-07-23 05:11:06 UTC XXX followers, XX engagements "4 Cash Flow & Capex 🧵 💰 Op cash flow = XX% of EBITDA 💸 H1 working capital drain: XXX cr (one-off Mahindra discount not repeated) 🔧 H1 capex: XXX bn 🔨 H2 capex to ramp up X% of revenue for FY Focus: India growth new product lines (2W crankshafts EV gears). #Capex #Cashflow"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855907788034234) 2025-07-23 03:06:52 UTC XXX followers, XX engagements "5 Why PCBL is Confident 🏭 Tire industry shifting to cost-efficient India huge tailwind. 🧪 Tech edge: US patent for nanomaterials acetylene black pilot to reduce import dependency. 🔋 Big bet on battery chemicals & energy storage FY27/28 financials will reflect it"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948210358151450730) 2025-07-24 02:35:20 UTC XXX followers, XX engagements "9 Investor Confidence Checks ✅ ✔ Capitalisation strong post rights issue no near-term fund raise ✔ Fee income sustainable with growth headroom ✔ Write-offs stable as % of book ✔ CV degrowth strategic margin-protecting choice"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883064870469874) 2025-07-23 04:54:47 UTC XXX followers, XX engagements "🔟 Risks & Clean-ups ⚠ Steel price swings could hit EBITDA/ton (+/ 45%) Forex exposure carefully hedged Amalgamation of dormant subsidiary = balance sheet clean-up not a red flag"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284138987110457) 2025-07-24 07:28:30 UTC XXX followers, XX engagements "7 Whats Driving Infosys ⚡ 🧠 Enterprise AI leadership: XXX AI agents live 🧩 Vendor consolidation: Big wins sticky clients ☁ Cloud & data analytics: Strong base for AI Project Maximus: Higher realization"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219156945600739) 2025-07-24 03:10:17 UTC XXX followers, XX engagements "6 🏠 Residential steady: Gross sales: XXX cr ASP: 27000/sq ft (premium segment) Bulk of sales to be booked in coming quarters"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948702564188365271) 2025-07-25 11:11:11 UTC XXX followers, X engagements "7 New Verticals 🚀 🗝 The Ark: Invite-only luxury club 2000+ members over X years. 🏙 Leela Luxury Residences: Ultra-luxury serviced apts in Mumbai FY27 launch. 💼 Diversifying beyond rooms high-margin brand extensions"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885916921774473) 2025-07-23 05:06:07 UTC XXX followers, XX engagements "8 Key Drivers: AI-Led Play 🧠 GenAI = core to value prop Zens AI + Ignite AI Academy: mandatory upskilling for all Higher productivity: more with less workforce Focus on complex sticky managed services"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276437481599067) 2025-07-24 06:57:54 UTC XXX followers, X engagements "7 Cost Discipline Holds ⚙ Opex/NTI: Flat at XXXX% 📉 Cost of funds dropping helping offset pricing pressure. 💻 Digital Push: XX% e-agreement XX% digital onboarding"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211393104118012) 2025-07-24 02:39:26 UTC XXX followers, X engagements "1 Dixon Technologies Q1 FY26 🧵 🔥 Blowout Q1 Revenue up XX% YoY PAT doubled margins strong. China+1 massive backward integration huge export push. Is Indias EMS king getting bigger & stronger Lets break it down: #DixonTech"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862015349035340) 2025-07-23 03:31:08 UTC XXX followers, XX engagements "9 Competitive Edge ⚔ 📍 Pure-play pathology unlike some peers with radiology. 🔬 Every major technology in-house (1000 tests). 💲 Still positioned as affordable. TAT: XXXX hrs average once sample reaches lab top notch"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948209234019295734) 2025-07-24 02:30:52 UTC XXX followers, X engagements "1 E2E Networks Q1 FY26: Heavy Lifting for AI 🧵 A tough quarter on paper: revenue down net loss reported. But management stays optimistic betting big on Indias AI cloud push & massive GPU ramp-up. Heres the full breakdown: #E2ENetworks #E2E"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858359698526671) 2025-07-23 03:16:37 UTC XXX followers, XXX engagements "3 Payments Engine 🚀 💳 Credit card acceptance growing RuPay Credit Card on UPI live. 🧩 Own POS hardware & software refurbish to save capex own the customer. 💰 Can charge more price hike from XXX XXX. 📈 4-5x payments growth potential left in India"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883755487515066) 2025-07-23 04:57:31 UTC XXX followers, XX engagements "6 📈 Guidance highlights: PBT margin target: 1415% Power segment margins to hold 20%+ LT motor pricing effect in XX months Kawatch biz scaling: 100+ installs/month coming Semiconductor mini plant: 2026 Main: 2027"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948694734119034937) 2025-07-25 10:40:04 UTC XXX followers, X engagements "8 Strategic Push 🧩 ✅ X new value-added launches ✅ Pharmacy channel: XX cities ✅ Vending machines: 5000 deployed ✅ Cup noodles pilot line ✅ Brand build: Sachin endorses Organic India"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948222963913785802) 2025-07-24 03:25:25 UTC XXX followers, XX engagements "5 Why The Loss 🧐 Chennai delays high OPEX no revenue yet. New teams & enterprise sales ramp-up added fixed cost. Software licensing: No major revenue this year push to next FY. Transitional pain = short-term hit for long-term growth. #Growth #CloudInfra"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858374391173577) 2025-07-23 03:16:40 UTC XXX followers, XXX engagements "🔟 Bottom Line 🧾 Bandhan Bank knows its EV challenges. But: ✅ Secured book scaling up fast ✅ Retail term deposits strong ✅ Digital + Govt services = new moats ✅ Q1 profit sequentially better. H2 FY26 will be the real test for the turnaround"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553956974608882) 2025-07-19 12:53:23 UTC XXX followers, XXX engagements "1 Oberoi Realty Q1 FY26 🧵 Big moves in luxury & premium Mumbai real estate. Massive PE inflow smart land buys robust margins lets break down what Mr. Vikas Oberoi & team revealed: #OberoiRealty"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887152127480210) 2025-07-23 05:11:01 UTC XXX followers, XX engagements "1 CIE Automotive India Q2 & H1 CY25: Cautious Confidence 🧵 A tale of two markets: 🚗 India: Steady healthy prepping for festive lift Europe: Drag pain & a big EV delay Margins holding new products brewing but macro risks loom. Lets break it down 👇 #CIEAuto #AutoAncillary"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855898619351333) 2025-07-23 03:06:50 UTC XXX followers, XX engagements "18 Closing Take 📌 Q1 soft Q2 muted too. H2 = big test: new grades + Perf Chem 1/2 must deliver. Mgmt resilient record margins = tailwind. Promoter trimming stake but staying majority. Key watch: HALS ramp & new plant timelines. #cleanscience"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946030606535848324) 2025-07-18 02:13:46 UTC XXX followers, XXX engagements "6 Strategic Thane Bet 🏙 Next phase: school mall hotel then residential. Vision: make Thane second Goregaon commanding 20-30% price premium vs local market"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887164408402233) 2025-07-23 05:11:04 UTC XXX followers, XX engagements "9 Investor Lens 👀 Parag is no longer just dairy. Its transforming into a health-focused FMCG brand with cheese ghee whey & premium milk all driving margin accretion. Short-term: brand investments hit margin Medium-term: higher ROC better valuation"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884755661521396) 2025-07-23 05:01:30 UTC XXX followers, XX engagements "8 📉 What to watch: CV book still volatile disbursements slowed. FMCG segment weak. Management cautious: "tough time" "not fully visible improvement yet." But stress stabilised recovery brewing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948699630444630029) 2025-07-25 10:59:31 UTC XXX followers, X engagements "6 Sustainability Focus 🌱 🔆 Solar power commissioned XX% renewable share in FY26. 📉 Emission intensity dropped from XXXX to XXXX tCO2e/MT bloom production in Q1. ♻ Green energy a key pillar of their roadmap"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947892467791208950) 2025-07-23 05:32:09 UTC XXX followers, XX engagements "9 Capex & Moves 🔧 Investing in sales & marketing (20 bps margin hit) Targeting industry cloud energy AI ops M&A active: M & Missing Link in Aus Strategic partnerships with GCCs to scale"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219162091721148) 2025-07-24 03:10:19 UTC XXX followers, XX engagements "7 🔍 Capex & M&A: FY26 capex revised to 250300 cr ( from 300325 cr) Bought Secur Systems (IoT remote monitoring) for XX cr expands vision AI stack cross-sells adds clients"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948696422972264547) 2025-07-25 10:46:46 UTC XXX followers, X engagements "4 Whats the Stress ⚠ Real estate moderation industry disbursals flat. ⚠ Aggressive pricing: competitors lending at 7.3%-7.35% vs BHFLs XXXX% floor. ⚠ Higher attrition from refinancing. ⚠ Rate cut transmission + softer demand squeeze yields"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211384162173433) 2025-07-24 02:39:24 UTC XXX followers, XX engagements "7 Headwinds & Surprises ⚠ Can shortage stockouts = 1-2% lost growth BIS rules worsened it. Govt infra not ready truck detention extra cost. Karnataka WB: Double-digit volume declines policy drag. IPL Operation Hindu disruption required course correction"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282960085704992) 2025-07-24 07:23:49 UTC XXX followers, X engagements "7 Cautious Moves 🚦 Personal loan & card slowdown reflects tight underwriting + system caution. Corporate book: some short-term book degrowth competitive pricing bond market alternative. Rural portfolio slight dip keep an eye"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910084204044717) 2025-07-20 12:28:30 UTC XXX followers, XX engagements "9 ⚠ Watch-outs: Finland stays a weak link for now Member addition pace to stay modest near-term Inventory dip short-term but strategic clean-up"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948700472082399638) 2025-07-25 11:02:52 UTC XXX followers, X engagements "1 JSW Infrastructure Q1 FY26: Indias Next Port & Logistics Giant in Action 🚢📈 Muted cargo Sure. But the expansion roadmap is massive. Strong profit growth debt-light balance sheet and a clear vision to 4X capacity by FY30. Full breakdown 👇 #JSWInfra #Ports #Logistics #IndiaGrowth"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741565386166546) 2025-07-22 19:32:31 UTC XXX followers, XXX engagements "6 What To Watch ⚠ Q1 disbursement a bit slow Q2 to accelerate ⚠ Minor AUM dip QoQ but uptrend ahead ⚠ Margins under pressure in lending but ultra-low overhead helps ⚠ Only lending to govt ecosystem (not private risky plays)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948215157492232434) 2025-07-24 02:54:24 UTC XXX followers, XX engagements "9 Strategic Focus 🔑 ✅ Cooler placements ✅ Local production of premium brands more margin control ✅ Backward integration: Bottles & cans ✅ Supply chain redesign to fix cost leakages ✅ Advocating policy clarity for beer affordability"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282964959191374) 2025-07-24 07:23:50 UTC XXX followers, XX engagements "Shares where Mutual Funds are Consistently Increasing their stake (Dec 2024 Jun 2025) (Consolidated for all mutual funds) X AGI Greenpac Ltd. X Aarti Drugs Ltd. X Aditya Vision Ltd. X Alkyl Amines Chemicals Ltd. X Alok Industries Ltd. X Apollo Micro Systems Ltd. X Aptus Value Housing Finance India Ltd. X Archean Chemical Industries Ltd. X Asahi India Glass Ltd. 🔟 Asian Paints Ltd. XX Awfis Space Solutions Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569470979518864) 2025-07-19 13:55:02 UTC XXX followers, 1825 engagements "🔟 Big Picture 🎯 #JSWInfrastructure = play on Indias trade + multi-modal logistics push. Strong profit growth ✅ Debt-light ✅ Aggressive capacity build-out ✅ Logistics adjacencies scaling ✅ Key: Q2 & H2 cargo ramp project execution & new bids"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741588345786622) 2025-07-22 19:32:36 UTC XXX followers, XX engagements "8 📊 Big picture guidance: ISML: from X mn sq ft in 2017 XX mn sq ft by 2030 Retail: Brand mix & premiumisation = higher yields Offices: Huge ramp as occupancy fills up New malls: Kolkata Surat Thane Kohima Chandigarh coming by 2030"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948702569750045171) 2025-07-25 11:11:12 UTC XXX followers, XX engagements "4 🎯 FY26 Guidance: XX% revenue growth 600650 cr PAT to double vs FY25 Regulated markets: 6070% mix US: XXX cr target incl. XXX cr CDMO 1516 new ANDA launches (H2 heavy)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948710207166583110) 2025-07-25 11:41:33 UTC XXX followers, X engagements "9/ 🎯 Guidance & vision: 👉 Margins: Targeting XX% EBITDA 1415% PAT for FY26 👉 Confident of crossing the XXX Cr revenue stigma 👉 1012% employee hike from Oct margin test ahead 👉 Long-term: 4000 Cr topline dream organic + inorganic"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948217162440888680) 2025-07-24 03:02:22 UTC XXX followers, XX engagements "3 Long-Term Ambition 🏆 🎯 Aim: Double topline every X years 🎯 FY27+ growth: 1520% YoY 🎯 Big capex in motion glass expansion + aluminium cans = 2.5x revenue in XX yrs Theyre betting big on Indias premium packaging boom. #Growth #Capex"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856908985242060) 2025-07-23 03:10:51 UTC XXX followers, XX engagements "3 Capacity: Fully Utilized 🏭 Galvanized steel coil production: +12.5% YoY Pre-painted steel coil: +14.7% YoY Export volumes: +166% YoY revenue up XXX% YoY Exports now XX% of total sales (3x last year) Galvanizing line at XX% utilization Color coating line: XXX% utilization"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284120465068187) 2025-07-24 07:28:26 UTC XXX followers, X engagements "9 Sustainability Angle 🌱 XX% energy from wind/solar. Focus on carbon sequestration. Partnerships + innovation core to growth"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887768321019918) 2025-07-23 05:13:28 UTC XXX followers, XX engagements "29 Indian Oil Corporation Ltd. XX Ion Exchange (India) Ltd. XX JBM Auto Ltd. XX JK Lakshmi Cement Ltd. XX JTL Industries Ltd. XX Jaiprakash Power Ventures Ltd. XX Jamna Auto Industries Ltd. XX KSB Ltd. XX Kaynes Technology India Ltd. XX Kewal Kiran Clothing Ltd. XX Kirloskar Oil Engines Ltd. XX Lloyds Engineering Works Ltd. XX Network XX Media & Investments Ltd. XX Premier Energies Ltd. XX Railtel Corporation Of India Ltd. XX Rain Industries Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569479049424916) 2025-07-19 13:55:03 UTC XXX followers, 1416 engagements "6 🏃♂ Distribution: Added 31000+ agents gross Opened XX branches expanding Tier XX XX% of proposals digital XX% via auto-underwriting Agency channel: 6%+ growth on high base (industry only 1%)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948709354149945588) 2025-07-25 11:38:09 UTC XXX followers, X engagements "3 🚢 Exports boom too: XXXXX cr exports = XXXX% of turnover Up from XXX% in the previous quarter Domestic + export strategy paying off even with global headwinds"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948693240582177177) 2025-07-25 10:34:08 UTC XXX followers, X engagements "1 Manakia Coated Metals Q1 FY26: Exports Boom Margins Climb Capex On Track ⚙🌏 A breakout quarter for this niche coated steel player: XX% revenue growth XXX% PBT surge XXX% net profit jump Exports at record XX% of revenue Key insights 🧵👇 #Steel #Exports #Q1FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948284115184419123) 2025-07-24 07:28:25 UTC XXX followers, XX engagements "1 Mahindra Finance Q1 FY26 🧵 Muted start cautious optimism ahead. Strong tractor lending tech upgrade & mortgage turnaround stand out. Will MFSL ride the rural tailwinds into H2 Lets break it down: #MahindraFinance #MFSL"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883045618651610) 2025-07-23 04:54:42 UTC XXX followers, XX engagements "3 Protein Push 🥤 ✅ New-age biz: X% of sales (vs X% LY) ✅ Avdar: Whey protein brand scaled 8x in X years ✅ Pride of Cows: +36% value growth 📊 Sports nutrition: Parag is Indias only integrated whey protein manufacturer"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884740448747966) 2025-07-23 05:01:26 UTC XXX followers, XX engagements "2 Key Q1 Highlights 💡 💰 Private Equity: Closed a 1250 Cr PE deal in Ivan Realty JV. 🏙 Revenue: No big hits yet from XXX best expect recognition in Q2. 💵 OCF: Slightly soft due to upfront land + premiums business always positive says mgmt"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887154673459550) 2025-07-23 05:11:02 UTC XXX followers, XX engagements "3 Big Target Ahead 🎯 🚀 MRR exit March FY26: 3238 Cr Thats 2.53x current MRR in X months. Key: ramping up Chennai GPU capacity & large cluster deals. India AI Mission could add more tailwind but financial impact is still unclear for FY26. #AI #GPU"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858367994806305) 2025-07-23 03:16:39 UTC XXX followers, XXX engagements "8 Strategic Updates 🧵 ✅ Liquidity of Bill Forge Precision done ✅ New biz dev head onboard ✅ Focus: Order book recovery (6 bn new orders in H1) ✅ Wait & watch on global macro staying agile ✅ 7580% capacity use in India room to ramp #Strategy #Execution"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855921478308195) 2025-07-23 03:06:55 UTC XXX followers, XX engagements "3 Segment Snapshot 🔍 🧪 PI API: +8.2% QoQ. Cardiovascular intermediates scaling under LT contracts. 🔬 Contrast Media: Slight dip (3.9%) due to phasing. New iodinated intermediate now commercial ramping up in Q2. 🍭 High-Intensity Sweeteners: Big XXXX% QoQ bounce ASPs stabilising"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887750797033816) 2025-07-23 05:13:24 UTC XXX followers, XX engagements "8 Whats Driving Growth ⚡ Infra push: T&D solar EV charging data centers Strong export demand: Renewables + oil & gas Tech upgrades: Electron beam solar wires HVAC/HVDC readiness Backward integration land buys in Rajasthan Panipat"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948277614868840465) 2025-07-24 07:02:35 UTC XXX followers, XX engagements "6 Guidance: Staying Conservative Outperforming Later 🔍 FY26 revenue: +18% YoY EBITDA margin: XX% Target CAGR: XX% over next 2-3 yrs Exports to hit 17-20% of sales in 2-3 yrs (USA Europe next) Capacity not a constraint brownfield + greenfield pipeline ready"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948277609571254638) 2025-07-24 07:02:34 UTC XXX followers, XX engagements "6 Acquisitions & Synergies ✅ Polo Labs Vima Think Health fully integrated. ✅ ECG at Home pan-India play. ✅ Strong B2B synergy with API Pharmacy business. ✅ D2C still small (5-6%) but profitable"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948209225559355635) 2025-07-24 02:30:50 UTC XXX followers, X engagements "7 Strategic Moves 🗺 Expanding points of connect 6000+ dealers App = biggest branch acquisition & collections tool Cross-selling personal loans leasing used vehicle refinance Risk mgmt: micro-market data custom loan schedules for agri segment"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883059984142462) 2025-07-23 04:54:46 UTC XXX followers, XX engagements "2 Management Tone: Confident & Bullish 🔥 CEO & CFO: ✅ FY25/FY26 to be very strong years ✅ Integration + diversification = margin cushion ✅ Disciplined capital allocation: XX% reinvested XX% liquidity XX% dividend"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948225874253447208) 2025-07-24 03:36:59 UTC XXX followers, XX engagements "Strategic Focus: 🔑 Strong execution Consistent collections Prudent debt reduction 🧩 Focused mix: Mid-income & luxury outperform while affordable remains policy-dependent ⚖ Regulatory clearances (Vadala CRZ Kanjurmarg SC hearing) are key near-term monitorables 💡 Master planning Vadala demerged land for future value unlocking"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948435235324264472) 2025-07-24 17:28:54 UTC XXX followers, XX engagements "1 🏘 Ganesh Housing Q1 FY26: A quarter of stabilisation short-term slowdown long-term strategy on track. Ahmedabad real estate cycle looking strong. Heres what you need to know: 👇 X 📊 Financial snapshot: Q1 Revenue: XXX Cr ( XX% YoY) EBITDA margin: XX% (up from 71%) PAT: XX Cr PAT margin: XXXX% Drop in topline but margins strong. X 🏙 Key project driver: 👉 Godavi Township was the main Q1 contributor. XX acres sold @ avg 30000/sq ft. Potential: 5000 Cr+ in sales from Godavi alone. X 🔑 Why the revenue dip Mgmt says: Strategic delay to align launches with demand. Result Higher realisations &"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947538752169251315) 2025-07-22 06:06:36 UTC XXX followers, XXX engagements "6 📊 Net Debt: 32003400 cr Interest cost softening FY26 borrowing costs to benefit from rate cuts"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948708545148452935) 2025-07-25 11:34:57 UTC XXX followers, X engagements "🏦📊 AU Small Finance Bank Q1 FY26 Strong loan & deposit growth but margin and asset quality under pressure. Core franchise holds. ROA target stays. Heres the full breakdown: 👇 #AUSmallFinanceBank #Q1FY26 #Banking"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909407075586410) 2025-07-20 12:25:49 UTC XXX followers, XX engagements "5 Segment Performance 🌍 Europe: +12.3% YoY CC (stellar) North America: +2.9% QoQ CC 📈 Manufacturing & FS strong Utilization up to XXXX% Attrition: XXXX% (slightly higher)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219151543112179) 2025-07-24 03:10:16 UTC XXX followers, X engagements "5 Operational Health ✅ Utilisation: XXXX% LTM Attrition: XXX% (best-in-class) Gross Adds: XXX DSOs: XX days (improved) Cash: $315.7M dividend payout: $29M"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276429319557386) 2025-07-24 06:57:52 UTC XXX followers, X engagements "8 Risks Ahead 🚨 Global macro uncertainty (tariffs geopolitics) Client caution on discretionary spend 🕒 Weak spots: Automotive retail comms due to supply chain & budgets Attrition ticked up marginally"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219159466430774) 2025-07-24 03:10:18 UTC XXX followers, X engagements "9 Managements Message 🔑 Macro is tough but PCBL is tightening operations & pivoting to high-margin segments. 📈 Specialty black & battery chemicals = next margin levers. 🌍 Global market share push more international volume better realization"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948210372839678281) 2025-07-24 02:35:23 UTC XXX followers, XXX engagements "1 🏖 Mahindra Holidays Q1 FY26: Strong quarter for India biz. Cash flows up profits surge but Europe drags a bit. Lets break it down 🧵 #MahindraHolidays #ClubMahindra #Q1FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948700447193137250) 2025-07-25 11:02:46 UTC XXX followers, XX engagements "5 Revised Guidance: Playing it Safe 🔽 FY26 AUM Growth: Now 21-23% vs earlier 24-26% 🔽 NIM: Likely to moderate by 15-20 bps 🔄 ROA: 2-2.2% 🔄 ROE: 11-12% (capital overhang) 📅 Return to 24-26% AUM growth expected by Q3 FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948211386708107750) 2025-07-24 02:39:25 UTC XXX followers, XX engagements "5 🧮 Asset Quality: Gross Stage 3: XXXX% Net Stage 3: XXXX% CV portfolio stress noted Stage 2+3 at 13%. Housing Finance arm clean: GNPA XXXX% NNPA 0.64%"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948699622508986418) 2025-07-25 10:59:29 UTC XXX followers, X engagements "4 Margins & Profits 📊 Operating Margin: XXXX% (down slightly QoQ & YoY) Managed wage hike headwinds (100 bps) PAT EPS up XXX% ( terms) Free Cash Flow: $884M (109% of net profit)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948219147839787297) 2025-07-24 03:10:15 UTC XXX followers, XX engagements "5 Outlook & Targets 📌 🔹 No formal FY26 growth guidance but medium term aim mid-teen disbursal growth 🔹 ROE target XX% (needs XXX% ROA) 🔹 Non-vehicle book to hit XX% of mix by FY30 🔹 Credit cost to stay in 1.3%1.7% band 🔹 GS2+GS3 10%"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883055185834136) 2025-07-23 04:54:44 UTC XXX followers, XX engagements "1 📊 Latent View Q1 FY26: ✅ 10th straight quarter of growth ✅ Strong BFSI momentum ✅ Betting big on GenAI + DataBricks Heres the full snapshot: 👇 X 💰 Financials: Revenue: XXX Cr (+32% YoY) Organic growth: +0.3% QoQ (in rupees) +2.8% (in USD) EBITDA margin: XXXX% (Adj: 22.2%) PBT: XX Cr (+18% YoY) EPS: XXXX ( X% QoQ) X 💼 Key growth engines: BFSI vertical: 🔥 +21% QoQ +48% YoY X new clients onboarded X with high ramp-up potential Immense potential in existing accounts Decision Point to outpace core biz growth X 🧩 GenAI push: $6M booked $8M pipeline this year Dedicated COE being built PhDs"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947539287903539438) 2025-07-22 06:08:44 UTC XXX followers, XX engagements "8 Strategy Board 🎯 🔹 CAMSO deal operational prep done regulatory clearance expected Q2 🔹 Product innovation Z-rated run-flat calm tech tires 🔹 Sustainability EcoVadis Silver renewable push to XX% by FY27 🔹 Digital AI in factories vendor integration EUDR-ready"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559406415732795) 2025-07-19 13:15:02 UTC XXX followers, XX engagements "12 ✅ Takeaway: SBI Life = steady compounding + smart product mix + unbeatable distribution. VNB margin expanding. Solvency robust. Focus: growth with trust. A top pick for long-term insurance sector investors 🔗 More earnings: #SBILife #Insurance #IndiaInvesting"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948709370155397584) 2025-07-25 11:38:13 UTC XXX followers, XX engagements "3 🌍 Consolidated view: Income: XXX cr (+8% YoY) EBITDA: XXX cr (+16% YoY) PAT: XXX cr (+18% YoY) Why so low -INR forex hit: XX cr impact. Finland ops still a drag"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948700452285018573) 2025-07-25 11:02:47 UTC XXX followers, X engagements "62 Ujjivan Small Finance Bank Ltd. XX Usha Martin Ltd. XX V2 Retail Ltd. XX VA Tech Wabag Ltd. XX Vaibhav Global Ltd. XX Valor Estate Ltd. XX Vishal Mega Mart Ltd. XX West Coast Paper Mills Ltd. XX Yatharth Hospital & Trauma Care Services Ltd. XX Yes Bank Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569486792016072) 2025-07-19 13:55:05 UTC XXX followers, 1551 engagements "🔟 🔗 Full details + concall takeaways 👉 Bottom line: Mahindra Holidays is shifting gears profit focus asset-light growth richer customer experience. Long game ON. #Travel #Investing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948700475873808401) 2025-07-25 11:02:53 UTC XXX followers, X engagements "9 Risks to Watch ⚠ HNG case: Still sub-judice no comments. Margins: small QoQ swings due to mix price pass-through lags. All forward-looking no guarantee theyll revise guidance if assumptions change. Execution is key. #Risks #Execution"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856924130873422) 2025-07-23 03:10:54 UTC XXX followers, XX engagements "🔟 The Big Picture: Scale Efficiency Focus 🎯 ✅ Sole focus: Wires & cables ✅ No near-term buybacks/dividends cash = capex fuel ✅ History of conservative guidance consistent outperformance ✅ Logistics savings ahead (Sanand port proximity) ✅ Exports to diversify base beyond India 🔗 Stay ahead. Follow all earnings insights 👉 #Infra #Exports #Cables #IndiaManufacturing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948277620845781198) 2025-07-24 07:02:36 UTC XXX followers, XX engagements "6 MFI Stress Easing 🤞 Q2 stress to decline. Q3 significant drop in new MFI NPAs. Collection efficiencies improving: April XXXX% May XXXX% June 98.7%. Buffer: Accelerated provisions protect key metrics"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882387502993574) 2025-07-23 04:52:05 UTC XXX followers, XX engagements "2 🚀 Big headline: Phoenix to acquire XXX% stake in Island Star Mall Developers Pvt Ltd (ISML) from CPP Investments. Strengthens control over high-performing malls & offices No more minority leakages All cash flows now consolidated ✅"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948702552637263884) 2025-07-25 11:11:08 UTC XXX followers, X engagements "3 💡 ISML numbers: FY25 EBITDA: XXX cr Cash flow: 9x jump since FY17 Net Debt/EBITDA: Just 1x Operating FCF: XXX cr Phoenix expects massive EBITDA ramp as offices lease up"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948702555267014856) 2025-07-25 11:11:08 UTC XXX followers, X engagements "1 🔬 Tatwa Chintan Pharmas Q1 FY26 is out: cautious optimism steady growth big R&D bets semiconductors and a clear runway for H2. Heres the full picture investors should track 👇 #EarningsCall #IndianMarkets #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948689730477981830) 2025-07-25 10:20:11 UTC XXX followers, XX engagements "2 Q1 FY26 Snapshot 📊 Revenue: XXX Mn (-12.6% QoQ) Net Loss: XX Mn (EPS: -1.39) EBITDA Margin: XXXX% 👉 BUT: Monthly Recurring Revenue (MRR) up to XXXX Cr vs. XXXX Cr last quarter. #Earnings #CloudGPU"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858364475838951) 2025-07-23 03:16:38 UTC XXX followers, XXX engagements "5 Strategic Playbook 🎯 ✅ CEO back sharper focus on profit volume ✅ Non-SMS push: WhatsApp RCS Voice ✅ AI: Deploying AI firewall & spam protection CPaaS-in-a-box for telcos ✅ Cross-sell: Proximus Global VIX reach ✅ New strategic tie-ups: Salesforce Infosys TechM under implementation ✅ Telecom API play + Digital ID pilots"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946558468045021441) 2025-07-19 13:11:18 UTC XXX followers, XX engagements "2 Management Tone: Cautious Optimism ⚖ CEO Sunil Duza & team: ✅ Double-digit growth maintained ⚙ Transitory headwinds in growth verticals 💸 Cash flow turned positive (400 cr vs. negative last year)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948222946415403174) 2025-07-24 03:25:21 UTC XXX followers, X engagements "1 🔆 Borosil Renewables Q1 FY26: A big India pivot a German exit & a sharp focus on solar glass Strong margins bold expansion & a costly write-off. All you need to know 🧵 #EarningsCall #Renewables #SolarEnergy #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948693233946485229) 2025-07-25 10:34:06 UTC XXX followers, XX engagements "5 Outlook 📝 FY26 Disbursement: 30000 Cr 📝 FY26 Sanctions: 60000 Cr 📝 Target XX% disbursement done by H1 📝 AUM X lakh Cr by FY27 📝 No corporate tax for 5-7 years (thanks depreciation)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948215155139178649) 2025-07-24 02:54:23 UTC XXX followers, XX engagements "6 Risks & Watch Points ⚠ Geopolitics & US tariffs on Sri Lanka exports CAMSO faces XX% tariff (vs. XX% earlier). Talks on. CAMSOs revenue run rate dropped: $213M CY23 $150M now. Intl. realisation lower due to tariffs & one-time private label deal"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559400283681279) 2025-07-19 13:15:01 UTC XXX followers, XX engagements "7 Key Strengths: Integration & Utilization ⚙ Best-in-class pig iron utilization (120%+) Fuel efficiency very very good vs peers Disciplined re-invest & dividend track since IPO (Jun 21)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948225887444639855) 2025-07-24 03:37:02 UTC XXX followers, XX engagements "1 Shyam Metalics Q1 FY26: Big Volumes Big Margins Big Plans ⚙🚂 The integrated metal player roars ahead with double-digit growth efficient execution & bold expansion bets. Full snapshot 👇 #ShyamMetalics #Steel #IndiaMetals"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948225871787311149) 2025-07-24 03:36:58 UTC XXX followers, XX engagements "6 Capex & Expansion 🏭 New greenfield brewery in UP ops by Q1 FY27 AP brewery to roll out Kingfisher this month Cooler push: More coolers in X months than last X years combined Premium brand localization: X plants live X more coming Capex rising to high single-digit % of revenue"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282957711679651) 2025-07-24 07:23:49 UTC XXX followers, XX engagements "8 Red Flags 🚩 EBIT slide despite revenue growth. CP Italy losses continue. Delays in Vshapes roll-out + lost old customers. GST benefit expiry adds cost. No clear EBITDA/revenue guidance. Execution risk = high"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947859385587540191) 2025-07-23 03:20:41 UTC XXX followers, XX engagements "8 Bottomline Railways banker Indias infrastructure banker. 💡 Zero NPA 💡 Dirt-cheap capital 💡 Solid tax shield 💡 Iron-clad asset book Execution + cost advantage = compounding machine 🔗 More concalls no noise"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948215163187875951) 2025-07-24 02:54:25 UTC XXX followers, XX engagements "2 Q1 Snapshot 🍺 ✅ Volume up XX% (10% by cases) ✅ Net Sales up XX% YoY ✅ EBITDA XXX Cr (+10% YoY) ✅ Gross margin XXXX% (-50bps YoY but underlying GP up 100bps) Premium brands: XX% volume growth Kingfisher Ultra Amstel Heineken Silver leading"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282947964137661) 2025-07-24 07:23:46 UTC XXX followers, XX engagements "6 Client Metrics: Broad-based Strength 🌍 Top X clients: +5% Top XX clients: +7% $20M+ accounts up from X to X YoY Client stickiness + bigger ticket deals = good signs"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276431664140616) 2025-07-24 06:57:53 UTC XXX followers, X engagements "5 Key Guidance 📈 📌 FY26 Volumes: High single-digit growth 📌 FY26 Price/Mix: 4-5% up 📌 Medium term: Double-digit EBITDA margin glide path 📌 Maharashtra: Big upside if spirits tax hikes stay can lift beer growth to double digits"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948282955211919447) 2025-07-24 07:23:48 UTC XXX followers, X engagements "4 Capacity & Cash 💪 🏭 Phase X at Unit X fully operational @ XX% utilisation. 🧩 Unit X Mahad: Backward integration block H2 FY26 go-live. 💼 XXX Bn in cash & treasury solid liquidity"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887753586516154) 2025-07-23 05:13:25 UTC XXX followers, XX engagements "9 What To Watch ⚠ 🌍 Geopolitical blip in May two-week impact 📉 Minor ambiguity in FY25 margin references needs clarity 📌 But luxury market supply gap + brand moat = resilient earnings power"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885922420461752) 2025-07-23 05:06:08 UTC XXX followers, XX engagements "7 International Moves 🌏 Mark Print & Codiology: Small but profitable. Add digital printing + automation tech to core business. New Middle East subsidiary to chase niche industrial segments. Diversification mode ON"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947859381498089914) 2025-07-23 03:20:40 UTC XXX followers, XX engagements "9 Risks: Macro: Clients cautious on budgets project delays MCS softness Europe distortions AI = also a threat to Experience Services (content/marketing budgets at risk) Furlough risk for Q3 (TBC)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1948276440006565997) 2025-07-24 06:57:55 UTC XXX followers, X engagements
[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.]
@satyam_sa16 Satyam 🇮🇳
Satyam 🇮🇳 posts on X about india, balance sheet, finance, h2 the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +437%
- X Month XXXXXX +17,290%
- X Months XXXXXX +1,106%
- X Year XXXXXX +497%
Mentions: XXX #
- X Week XXX +133%
- X Month XXX +8,740%
- X Months XXX +4,856%
- X Year XXX +550%
Followers: XXX #
- X Week XXX +49%
- X Months XXX +62%
- X Year XXX +31%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% stocks XXXX% technology brands XXXX% currencies XXXX% ncaa football XXX% travel destinations XXX%
Social topic influence india 5.7%, balance sheet 2.44%, finance 2.04%, h2 2.04%, debt 1.63%, infra 1.43%, macro 1.43%, longterm 1.43%, robust 1.22%, roadmap XXXX%
Top accounts mentioned or mentioned by @jigarme12373921 @someshmalik
Top assets mentioned ServiceNow Inc (NOW) Salesforce Inc (CRM) Delysium (AGI) Microsoft Corp. (MSFT)
Top Social Posts #
Top posts by engagements in the last XX hours
"45 Rashtriya Chemicals and Fertilizers Ltd. XX Repco Home Finance Ltd. XX Responsive Industries Ltd. XX Sammaan Capital Ltd. XX Sandhar Technologies Ltd. XX Schneider Electric Infrastructure Ltd. XX Shaily Engineering Plastics Ltd. XX Shree Renuka Sugars Ltd. XX Signatureglobal (India) Ltd. XX Stove Kraft Ltd. XX TARC Ltd. XX Tata Teleservices (Maharashtra) Ltd. XX Thangamayil Jewellery Ltd. XX The Anup Engineering Ltd. XX The South Indian Bank Ltd. XX Trident Ltd. XX UCO Bank"
@satyam_sa16 on X 2025-07-19 13:55:04 UTC XXX followers, XXX engagements
"8 Guidance Mgmt expects ULIP demand to bounce back in H2 FY26 📈 Single premium annuity to revive as FD rates drop Goal: deliver alpha over private peers no plans for growth decline next X months" @satyam_sa16 on X 2025-07-15 18:34:42 UTC XXX followers, XXX engagements
"Strategic Motivations Behind Mutual Fund Accumulation in Geojit Financials X. Diversification into Recurring Revenue Streams Geojit Financials has transitioned from being predominantly brokerage-driven to a firm with substantial recurring fee-based income including robust mutual fund distribution PMS and insurance products. Recurring revenue assets now account for a significant portion of the companys customer asset base providing visibility and resilience even during volatile periods. X. Rapid Growth in AUM The company has reported strong double-digit growth in mutual fund AUM PMS AUM and" @satyam_sa16 on X 2025-07-22 13:25:53 UTC XXX followers, XX engagements
"3 ⚙ But margins compressed: Cash business EBITDA margin: XXXX% (160 bps YoY) Managed Services EBITDA margin: XXXX% (290 bps YoY) Why Seasonality wage hikes & muted consumption" @satyam_sa16 on X 2025-07-25 10:46:44 UTC XXX followers, XX engagements
"3 Operational Strength 💪 ✅ Integrated operations ✅ Strong customer base ✅ Continuous innovation ✅ XX% capacity utilisation room to grow ✅ Dadri facility production +25% vs Q4 #MakeInIndia #Capex #SteelStocks" @satyam_sa16 on X 2025-07-22 19:24:46 UTC XXX followers, XX engagements
"6 Capex & R&D 🧪 No big capex for core biz can grow from XXX Cr to XXX Cr without major spend. New pilot lab lines: 1015 Cr planned to build recyclable pack in-house target cost X vs X now (imported). Critical to lift packaging unit margins" @satyam_sa16 on X 2025-07-23 03:20:39 UTC XXX followers, XX engagements
"6 Tailwinds 🌦 Rural cash flows robust monsoon MSPs policy sentiment Upcoming festival season positive for PV & CV Tech stack rebuilt full cloud LMS live since June Data & AI sharper underwriting better risk control" @satyam_sa16 on X 2025-07-23 04:54:45 UTC XXX followers, XX engagements
"2 Q1 FY26 Highlights 📈 ✅ Revenue: XXX Cr +25% YoY ✅ Net Profit: XX Cr +41% YoY ✅ EBITDA: XXX Cr +20% YoY ✅ Net Debt down to XXX Cr (term loans prepaid XXXXX Cr in July) Balance sheet is stronger operations sharper. #Earnings #IndiaInc" @satyam_sa16 on X 2025-07-23 03:10:50 UTC XXX followers, XX engagements
"5 Guidance 🚦 Overall assets to grow XX% FY26. Secured assets to grow 35-40% 12-13% by H1. Unsecured book stabilises by H1 zero growth. Deposit growth target: XX% KASA up to XX% FY26. NIM recovery: Q2 NIM back X% 7.2-7.3% for FY26" @satyam_sa16 on X 2025-07-23 04:52:05 UTC XXX followers, XX engagements
"4 Aquaform: Work in Progress 🌱 Growth: Volume up but margins softer due to trade costs (+6 Cr hit) & product mix. ✅ FY26 EBITDA guidance intact at XXX Cr more capacity better utilization in Q2+" @satyam_sa16 on X 2025-07-24 02:35:19 UTC XXX followers, XX engagements
"9 ⚠ Risks: CASA slipped below XX% (was 40%+) NIM compression due to repo cut pass-through vs. lagged deposit repricing Private capex still sluggish corporate credit pipeline modest" @satyam_sa16 on X 2025-07-25 10:51:21 UTC XXX followers, X engagements
"🔟 ✅ Takeaway: Indian Bank Q1 = Prudent growth + asset quality discipline + digital upgrade. Short-term margin/cost pressures but high RoE & GNPA control stand out. Long game: steady resilient PSU play. #Banking #PSU #IndiaInc 🔗 Full summaries" @satyam_sa16 on X 2025-07-25 10:51:22 UTC XXX followers, XX engagements
"1 Tata Consumer Q1 FY26: Double-Digit Growth Profit Hiccups Confident Rebound ☕🧂 Indias FMCG major delivers solid revenue growth but faces near-term margin bumps. Heres your clean snapshot #TataConsumer #FMCG #IndiaEarnings" @satyam_sa16 on X 2025-07-24 03:25:20 UTC XXX followers, XX engagements
"4 Sectors & Services 📈 📌 TMT: +5.5% CC 📌 BFSI: +2.9% CC 📌 Healthcare: +5.2% CC 📌 MCS: -XXX% CC (liberation day impact) 📌 Products & Platforms: +10.1% QoQ 📌 Cloud Infra & Security: +5.2% QoQ 📌 Data Engg & Analytics: +2.5% QoQ" @satyam_sa16 on X 2025-07-24 06:57:52 UTC XXX followers, X engagements
"8 Strategic Edge 🎯 🏭 Own farm model XX litres/cow yield vs 8-10 industry avg. 💡 Health & nutrition pivot riding Indias protein deficit megatrend. 💪 Strong brand moat national vs regional peers" @satyam_sa16 on X 2025-07-23 05:01:29 UTC XXX followers, XX engagements
"10/ ⚙ Growth drivers: 🔥 New clients (incl. Fortune 500) 🔥 AI accelerators (Expona Stanza) early signs in Canada 🔥 ServiceNow + AI = top growth arrows 🔥 Europe momentum" @satyam_sa16 on X 2025-07-24 03:02:22 UTC XXX followers, XX engagements
"8 Whats Holding Strong 💪 Gross margin gains from supply chain wins Value + affordability + local relevance XX% sales through digital ➡ Ahead in tech game Off-premise not same as aggregators ➡ Controlled profitable" @satyam_sa16 on X 2025-07-24 03:21:16 UTC XXX followers, X engagements
"🔟 Bottomline ✅ Solid balance sheet. ✅ Excellent asset quality. ✅ Disciplined execution. 📉 Near-term: Growth & NIMs softer as pricing wars play out. 📈 Medium-term: Strategic shift to higher-margin segments & digital muscle should pay off by Q3 FY26+. 🔗 For more high-quality earnings breakdowns:" @satyam_sa16 on X 2025-07-24 02:39:29 UTC XXX followers, XX engagements
"9 Strategic Punch 🥊 ✔ JV-led deep tech Longcheer (mobiles) HKC (displays) QC India (cameras) Inventec (IT HW) ✔ New categories robot cleaners front-load washers dash cams ✔ Global push US retail pilots for lighting big mobile exports ✔ Mgmt scaling up senior talent more muscle for next leg" @satyam_sa16 on X 2025-07-23 03:31:14 UTC XXX followers, XX engagements
"1 🔵 SBI Life Q1 FY26: Strong start to the year leadership intact margins up protection business growing fast. XX years old & still compounding Breakdown 🧵 #SBILife #Insurance #LifeInsurance" @satyam_sa16 on X 2025-07-25 11:38:06 UTC XXX followers, XX engagements
"🔟 Competitive Edge 🏆 Leader in Gartners GenAI quadrant Top AI partner for XX of top XX FS clients Vendor consolidation is a moat not a risk" @satyam_sa16 on X 2025-07-24 03:10:19 UTC XXX followers, X engagements
"4 International Push 🌍 US hotels solid (The Pierre shining) RevPAR XX% Cape Town: XX% RevPAR growth. London properties getting XX Mn upgrades. Frankfurt Taj Grand Hotel opens Jan XX. New Chambers private clubs coming up globally (London Frankfurt Dubai)" @satyam_sa16 on X 2025-07-19 13:00:33 UTC XXX followers, XX engagements
"1 AGI Green Pack Q1 FY26: Bold Confident Ready to Double 🧵 A robust quarter. A bold new market entry. A clear target: Double the topline every X years. Heres what you need to know about Indias glass & aluminium packaging play 👇 #AGIGreenPack $AGI" @satyam_sa16 on X 2025-07-23 03:10:50 UTC XXX followers, XX engagements
"2 Confident Yet Realistic Tone 📣 CSO Anupab Gupta & team say: 🚦 Strong momentum proven model 💪 Leadership in MSME supply chain finance 🧩 Top anchors: Adani JSW Tata Whirlpool Minor product launch delays but FY26 target intact" @satyam_sa16 on X 2025-07-24 03:17:13 UTC XXX followers, XX engagements
"🏦 RBL Bank Q1 FY26: A quarter of tough NIMs rising OPEX but also a clear roadmap for a better stronger more balanced bank ahead. Lets break it down: #EarningsCall #IndianMarkets #Q1Results" @satyam_sa16 on X 2025-07-20 12:40:46 UTC XXX followers, XX engagements
"1 🚀 Indias mutual fund giant ABSLAMC just posted a strong Q1 FY26 Whats behind the numbers Wheres the growth coming from What are the red flags A concise 🧵 for investors & analysts #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-25 10:25:10 UTC XXX followers, XX engagements
"6 🏦 Balance Sheet: Capital Adequacy: XXXX% (Tier 1: 23.2%) Debt/Equity: XXXX Cost of Borrowing: XXX% (set to drop by 2535 bps in FY26) Strong liquidity buffer: 1000 cr cash + XXX cr undrawn" @satyam_sa16 on X 2025-07-25 10:59:30 UTC XXX followers, X engagements
"2 Headline Numbers 🧾 📈 Revenue: XXX Cr Highest-ever Q1 YoY Growth: +12% 🥛 Core Dairy: Cheese ghee & paneer: +9% vol +14% value XX% of sales 💪 Gross Margins: XXXX% (up from XXXX% Q-o-Q) 💵 EBITDA Margin: XXX% (aim: double digits soon)" @satyam_sa16 on X 2025-07-23 05:01:26 UTC XXX followers, XX engagements
"8 Annuity Assets Doing Well 🏢 Office & retail leasing steady Commerce X already 85%+ leased on track for full occupancy this year" @satyam_sa16 on X 2025-07-23 05:11:05 UTC XXX followers, XX engagements
"7 🏭 Massive capacity ramp: Existing power systems 40000 MVA by Sept New 45000 MVA plant underway Goal: expand beyond 85000 MVA to meet global demand surge Power infra boom = big tailwind 🔋" @satyam_sa16 on X 2025-07-25 10:40:05 UTC XXX followers, X engagements
"📌 CEAT Q1: Strong domestic engine global gears in flux. Margins softer but tailwinds in RM costs EV premiumisation & CAMSO synergies ahead. Key watch: Sri Lanka tariff resolution & CAMSO rebound. 🔗 More India Inc. updates: #CEAT #Q1FY26 #Auto" @satyam_sa16 on X 2025-07-19 13:15:03 UTC XXX followers, XXX engagements
"6 Strategic Bets 🔍 ✅ Early Nvidia partner strong Blackwell GPU roadmap (B200 B300 GB200 GB300) ✅ Self-built cloud platform does what hyperscalers do ✅ Enterprise focus + sovereign cloud software offering ✅ Proof-of-concepts pipeline growing fast #GenAI #CloudIndia" @satyam_sa16 on X 2025-07-23 03:16:41 UTC XXX followers, XXX engagements
"9 Risks Investors Should Note 🔍 Rate cuts & refinancing = margin squeeze 🔍 Real estate market slowdown 🔍 Rising employee cost (expansion driven) 🔍 Lower other income as excess capital is deployed" @satyam_sa16 on X 2025-07-24 02:39:28 UTC XXX followers, XX engagements
"1 Cyient DLM Q1 FY26 🧵 Strong start to FY26 ✅ Record order intake ✅ Margin expansion ✅ Low utilisation = big operating leverage A China+1 winner in the making Lets unpack the call: #CyientDLM" @satyam_sa16 on X 2025-07-23 03:27:29 UTC XXX followers, XXX engagements
"3 Segment Snapshot 🔍 Mobile: 11663 Cr (+125% YoY) 📱 9.66M smartphones 5.73M feature phones Telecom IP & Wearables: 1410 Cr (+250%+) Consumer Electronics (TVs & Refrigerators): XXX Cr 🥶 Fridge good LED TVs weak. Home Appliances: XXX Cr (+13% YoY) Lighting: XXX Cr" @satyam_sa16 on X 2025-07-23 03:31:09 UTC XXX followers, XX engagements
"1 Schloss Bangalore (The Leela) Q1 FY26 🧵 Strongest Q1 ever. Luxury hospitality riding Indias demand boom. RevPAR soaring balance sheet clean and a bold 2000 Cr EBITDA vision. Lets unpack 👇 #Leela #Hospitality" @satyam_sa16 on X 2025-07-23 05:06:03 UTC XXX followers, XX engagements
"12/ 📡 Capex & expansion: 🚀 Tripling sales team in US/EU 🤝 Hunting XX M&A targets at any point 🤖 Heavy AI IP investments 🔗 Partnerships: DataBricks Builder Vortex Microsoft Salesforce ServiceNow" @satyam_sa16 on X 2025-07-24 03:02:24 UTC XXX followers, XX engagements
"5 💡 Product mix shift: Guaranteed non-par savings: XX% of individual AP ULIP new biz: 2740 cr XX% of individual new biz Strong persistency: 13th month: XXXX% (+58 bps) 61st month: XXXX% (+501 bps)" @satyam_sa16 on X 2025-07-25 11:38:09 UTC XXX followers, XX engagements
"1 Zensar Tech Q1 FY26: Quiet Confidence AI Bets & Steady Execution ⚙🤖 Midcap IT stays resilient in a tough macro. Small sequential growth big AI focus clear on NOT chasing commoditized deals. Highlights 👇 #Zensar #ITServices #AI" @satyam_sa16 on X 2025-07-24 06:57:50 UTC XXX followers, XX engagements
"1 💰 CMS Info Q1 FY26: Cautious tone but playing the long game market share up order book strong margins dipped. Heres your full decode 🧵 #Q1Results #CMSInfo #Logistics #Payments #CashManagement" @satyam_sa16 on X 2025-07-25 10:46:43 UTC XXX followers, XX engagements
"4 Quality Benchmark 🎯 🏆 Indias first & only XXX% NABL accredited national lab chain. 🎯 Pushing for Six Sigma complaints per million down to X aiming for XXX. When quality meets scale competitive moat deepens" @satyam_sa16 on X 2025-07-24 02:30:48 UTC XXX followers, X engagements
"🔟 Key Watch: Risks & Guidance ⚠ Margin pressure if acquisitions accelerate. ⚠ High H2 FY25 base = tough comps. ⚠ Pharmacy-based franchising not as impactful yet. Guidance: Mid-teen revenue growth sticks for now. Margin cap at XX% reinvest excess for scale" @satyam_sa16 on X 2025-07-24 02:30:52 UTC XXX followers, XX engagements
"6 Capex & Innovation 🔬 🚀 New whey protein bar entry into functional protein snacks. 🍶 Pride of Cows: Greek yogurt high-protein paneer premium SKU push. 📦 XX% B2C focus expanding direct online & Q-commerce channels" @satyam_sa16 on X 2025-07-23 05:01:28 UTC XXX followers, XX engagements
"Shares where Mutual Funds are Consistently Decreasing their Stake (Dec 2024 Jun 2025) X ACC Ltd. X Butterfly Gandhimathi Appliances Ltd. X CarTrade Tech Ltd. X Ceigall India Ltd. X Cholamandalam Financial Holdings Ltd. X Container Corporation Of India Ltd. X Fortis Healthcare Ltd. X Gateway Distriparks Ltd. X General Insurance Corporation of India 🔟 Go Digit General Insurance Ltd. XX India Shelter Finance Corporation Ltd. XX KNR Constructions Ltd. XX Knowledge Marine & Engineering Works Ltd. XX Motherson Sumi Wiring India Ltd" @satyam_sa16 on X 2025-07-19 13:59:10 UTC XXX followers, XXX engagements
"7 Big Picture IRFC wants every quarter better than the last. 📈 NIM improvement 📈 Diversification = new yields X% 📈 Backed by govt guarantees 📈 Refinancing big ticket loans lump sum disbursements #IRFC is evolving fast" @satyam_sa16 on X 2025-07-24 02:54:24 UTC XXX followers, XXX engagements
"8 Key Drivers 🚀 ✅ MTD & ATC strong growth engines. ✅ New product launches: VMCs HMCs 5-axis CNC. ✅ ATCs XX% export share. ✅ Africa (esp. Egypt) emerging as new TMD export hub" @satyam_sa16 on X 2025-07-19 04:56:36 UTC XXX followers, XX engagements
"1 ⚡ CG Power Q1 FY26: All-time high revenue record orders & bullish outlook Big bets on power systems semiconductors & capacity ramp-up heres your decode 🧵 #EarningsCall #IndianMarkets #PowerSector #Q1Results" @satyam_sa16 on X 2025-07-25 10:40:00 UTC XXX followers, XX engagements
"2 💰 Strong start: Standalone Revenue: 2643 cr (+25% YoY) highest ever PAT: XXX cr (+23% YoY) FCF: XXX cr (119% of PAT) ROCE: XX% Order backlog: 11971 cr (+70% YoY) 💪 Cash-rich + booked out" @satyam_sa16 on X 2025-07-25 10:40:00 UTC XXX followers, X engagements
"🔟 Investor Takeaway ✅ Tough Q1 but clear pivot: Secured engine 🔥 Cost of funds trending down Universal Bank play 🏦 Digital + branch push 📲🏢 Execution in Q2/Q3 is key watch for NIM bounce MFI stress cooling & secured book scaling. 🔗 For more grounded summaries" @satyam_sa16 on X 2025-07-23 04:52:08 UTC XXX followers, XX engagements
"1 United Breweries Q1 FY26: Premium Play Policy Hiccups 🍻🚀 UBL stays king of beers in India double-digit volume & sales growth premium brands on fire market share up XXX bps nationwide. Margins under pressure short term but the glide path is clear. Key takeaways 🧵 #UnitedBreweries #Kingfisher #Q1FY26" @satyam_sa16 on X 2025-07-24 07:23:46 UTC XXX followers, XX engagements
"4 💼 Management tone: Cautious optimism. Global risks persist but order book strong plants will run full in H2. Focus: R&D niche products new blocks to scale. #TatwaChintan #Q1Results" @satyam_sa16 on X 2025-07-25 10:20:13 UTC XXX followers, XX engagements
"9 Market Position 📊 Competes with JSW Coated Tata BlueScope APL Apollo Domestic pre-painted steel demand XXXX MT/year growing double digits Anti-dumping duties shield from cheap Chinese supply Zero single customer concentration X% of revenue" @satyam_sa16 on X 2025-07-24 07:28:30 UTC XXX followers, XX engagements
"8 📲 Strategic investments: 1000 cr annual tech spend XX cr for new cyber security infra (live in a month) XXX% RAM digitalisation by Mar26 Credit card business revamp: 100+ cr push New hires: XXX IT specialists + AI focus" @satyam_sa16 on X 2025-07-25 10:43:34 UTC XXX followers, X engagements
"4 How They Win 🎯 Lowest cost of capital X% 🎯 Competes with top banks & NBFCs 🎯 Lending 100-150 bps cheaper than peers 🎯 Still makes better spreads than old Railway-only model 🎯 Zero NPAs = big comfort" @satyam_sa16 on X 2025-07-24 02:54:23 UTC XXX followers, XX engagements
"6 The Big Can Bet 🥫 Indias aluminium can market: XX% penetration vs 5055% in the West XXX Bn cans market supply constrained rising GDP per capita = boom time AGI = 1st Indian player joining Ball & Can-Pack (US MNCs) High barriers high rewards. #Aluminium #Packaging" @satyam_sa16 on X 2025-07-23 03:10:53 UTC XXX followers, XX engagements
"🔟 Takeaway Oberoi Realty remains a high-quality play on Mumbais premium realty boom long cycle but well-capitalised & strategically positioned. Dont watch Q-on-Q noise. Watch value creation. 🔗 More earnings call breakdowns ➡" @satyam_sa16 on X 2025-07-23 05:11:07 UTC XXX followers, XX engagements
"7 Strategic Capex Mindset 🏭 Switching from rental reagent to capex model capitalising machines in-house. Why Debt-free + strong cash flow = better cost control + higher long-term margin leverage" @satyam_sa16 on X 2025-07-24 02:30:50 UTC XXX followers, X engagements
"6 Portfolio Mix: Balanced & Diversified 🏡 Home Loans: XXXX% 🏢 LAP: XXXX% (QoQ +30%) 🏭 Lease Rental Discounting: XXXX% (QoQ +29%) 🏗 Developer Financing: XXXX% (QoQ +32%) Good spread = lower risk concentration" @satyam_sa16 on X 2025-07-24 02:39:25 UTC XXX followers, XX engagements
"15 Nath Bio-Genes (India) Ltd. XX Nazara Technologies Ltd. XX NRB Bearings Ltd. XX Orient Cement Ltd. XX Protean e-Gov Technologies Ltd. XX Quess Corp Ltd. XX Sterling Tools Ltd. XX TVS Motor Company Ltd. XX Thermax Ltd. XX Thomas Cook (India) Ltd. XX Unichem Laboratories Ltd. XX Unimech Aerospace and Manufacturing Ltd. XX Utkarsh Small Finance Bank Ltd. XX VST Industries Ltd" @satyam_sa16 on X 2025-07-19 13:59:11 UTC XXX followers, XXX engagements
"🔟 Big Picture Takeaway 🖼 ✅ Iconic luxury brand ✅ High RevPAR premiums ✅ Strong balance sheet post-IPO ✅ Smart capex new clubs & residences structural growth. Schloss Bangalore is betting big on Indias luxury hospitality wave. 🔗 For more high-quality earnings breakdowns:" @satyam_sa16 on X 2025-07-23 05:06:09 UTC XXX followers, XX engagements
"🏦 Bandhan Bank: Cautious today optimistic for tomorrow. Q1 FY26 saw continued EV stress resilient secured growth & clear H2 recovery plans. Key takeaways for investors 👇 #BandhanBank #Q1FY26 #Microfinance #Banking" @satyam_sa16 on X 2025-07-19 12:53:15 UTC XXX followers, XXX engagements
"11 🌱 Whats next: Protection push continues new child plans high-ticket protection Money-back plan in pipeline Further align bank channel towards non-par/protection Strong push for rural + semi-urban via branches & agents" @satyam_sa16 on X 2025-07-25 11:38:13 UTC XXX followers, XX engagements
"3 🧩 Segments: Regulated Markets (US): XXX cr (+69% YoY +40% QoQ) Margin: XXXX% Emerging Markets: XX cr (+32% YoY) Margin: XXX% Domestic Generics: X cr (4x YoY) Run rate: XXX cr/month" @satyam_sa16 on X 2025-07-25 11:41:32 UTC XXX followers, X engagements
"9 Red Flags 🚩 QoQ revenue decline + net loss despite big investments Chennai rollout delays hurt Q1 revenue realisation No software licensing revenue this FY No clear number yet on India AI Mission revenue contribution Execution needs to match vision. #Risks" @satyam_sa16 on X 2025-07-23 03:16:44 UTC XXX followers, XXX engagements
"5 🌍 Key Drivers: Returning FPIs steady retail flows. XXX branches (+40% YoY) + XX project offices. 58000+ Choice Business Associates deep Tier 3/4 presence. Tech push: Choice Finex Money Connect digital onboarding + ops" @satyam_sa16 on X 2025-07-22 19:18:09 UTC XXX followers, XX engagements
"4 Capacity & Capex: Growth Loaded 🏭 🔧 New plant at Ringas (35 Cr capex) H2 FY26 commissioning. Revenue potential: 6-7x investment (210-245 Cr). 🌞 E-beam facility boosts solar cables market share. 15000 sqm extra land secured for future capex" @satyam_sa16 on X 2025-07-24 07:06:43 UTC XXX followers, XX engagements
"🔟 Big Picture E2E is betting on Indias AI & GPU cloud wave: Strong pipeline loyal Nvidia tie-up big capacity coming online. If they hit 7590% utilisation + exit MRR target margins can rebound sharply. Watch Chennai ramp & pipeline conversion. 🔗 More smart concall threads:" @satyam_sa16 on X 2025-07-23 03:16:45 UTC XXX followers, XXX engagements
"1 💊 Senores Pharma Q1 FY26: XX% YoY revenue growth XX% PAT surge clear roadmap for XX% topline and XXX% profit growth this year. US strategy & CDMO scale-up in focus. Full breakdown 🧵 #SenoresPharma #Pharma #Earnings" @satyam_sa16 on X 2025-07-25 11:41:31 UTC XXX followers, XX engagements
"2 📊 Headline numbers: Revenue: XXX cr (+5% YoY) PAT: XXXX cr (+3% YoY) Cash Logistics: +8% YoY XXX cr Managed Services: +8% YoY XXX cr EBITDA: XXX cr (+3% YoY)" @satyam_sa16 on X 2025-07-25 10:46:43 UTC XXX followers, X engagements
"4 Whats Driving This 🚀 👉 Diversified portfolio 👉 Deep backward integration Displays camera modules precision parts 👉 Strong JVs Longcheer HKC QC India 👉 China+1 tailwind US OEMs shifting 👉 Solid export pipeline Mobiles & Lighting" @satyam_sa16 on X 2025-07-23 03:31:10 UTC XXX followers, XX engagements
"🔟 Big Picture: Premium Wins Infra Lags 🍻 UBLs premium push is working Kingfisher Ultra Amstel Heineken driving mix up market share up. Short-term supply & policy pain points remain especially cans + key states like Karnataka. Greenfield capex & coolers clear sign: growth bets are on. 📌 Stay tuned for more concall bites here 👉 #Beer #Premiumization #UBL #IndiaGrowth" @satyam_sa16 on X 2025-07-24 07:23:51 UTC XXX followers, XX engagements
"🧵 1/22 💰 Jio Financial Services Q1 FY26: Indias youngest big-finance disruptor is stepping up 📈 Revenue up AUM exploding TPV surging. Big bets on digital finance secured lending & massive reach. Full breakdown 🧵👇 #EarningsCall #Q1Results" @satyam_sa16 on X 2025-07-19 04:33:18 UTC XXX followers, XXX engagements
"7 Whats Next: Big Capex Ahead 🏗 Alu-zinc line upgrade (150 Cr): Completion by Q2 FY26 7580% utilization in 6090 days Second color coating line: Q4 FY26 launch XXX% capacity jump to 235000 MT X MW captive solar plant: Saves XX Cr/year on power 2.5-year payback" @satyam_sa16 on X 2025-07-24 07:28:28 UTC XXX followers, XX engagements
"7 Key Projects on Track ⚙ Dalgram (Ktaka) & Pune: XXX MTPA clinker + X MTPA grinding FY27 end. ⚙ Karapa (AP): XXX MTPA clinker + X MTPA grinding approved. ⚙ Umrangsu (Assam): XXX MTPA clinker trial Sep 2025 commercial Q3 FY26" @satyam_sa16 on X 2025-07-24 02:45:05 UTC XXX followers, XX engagements
"8 Key Watchouts ⚠ 📉 GM dip = accounting for lower WIP & FG inventory not structural says mgmt. 📊 Quarterly lumps expected long-cycle B2B CDMO. 💸 XX Mn GST hit this Q. 💹 Forex gain softer due to USD slide" @satyam_sa16 on X 2025-07-23 05:13:27 UTC XXX followers, XX engagements
"6 New Bets 🔍 Stainless wire: 10k tons FY26 ➡ 20k tons next year Aluminium: Targeting 250%+ growth in 2-3 yrs Foil + backward integration (fins) Iron ore mine (Maharashtra) + coal mining eyes open Second galvalume line doubles coating capacity" @satyam_sa16 on X 2025-07-24 03:37:01 UTC XXX followers, XX engagements
"🔑 Bottomline Thyrocare is doubling down on franchise scale affordability quality leadership & B2B partnerships. A clear moat in cost leadership + Six Sigma push + smart reinvestment discipline. One to watch in Indias evolving diagnostic market. 🔗 For more high-quality earnings & insights:" @satyam_sa16 on X 2025-07-24 02:30:53 UTC XXX followers, XX engagements
"5 Headwinds 🌍 Middle East conflict = Supply chain rerouting Higher freight Q1 impact. Big defence order ended standalone India revenue fell XX% YoY. Large customer repeat order delayed should normalise soon. Management expects rebound in next quarters" @satyam_sa16 on X 2025-07-23 03:27:33 UTC XXX followers, XX engagements
"🔟 Takeaway Blue Jet is building a durable high-margin CDMO platform scaling capacity deepening chemistry expanding peptides and insulating margins via backward integration. Long-term runway looks solid despite quarterly noise. 🔗 More smart earnings call breakdowns ➡" @satyam_sa16 on X 2025-07-23 05:13:29 UTC XXX followers, XXX engagements
"4 🏧 ATM channel under pressure: India ATM transactions dipped XX% Per ATM transactions dropped (12-14 range) AGS shutdowns = delays in ATM deployments Yet CMS gained share ATM cash market share up to 58-60%" @satyam_sa16 on X 2025-07-25 10:46:45 UTC XXX followers, XX engagements
"8 Strategic Moves 🧩 Expanding into near-prime & affordable segments via new SBUs. 📈 More focus on LAP/LRD for better yields. 📡 Building reach in non-metros XXX branches XXX locations. ⚙ Investments will keep opex stable near 21%" @satyam_sa16 on X 2025-07-24 02:39:27 UTC XXX followers, XX engagements
"4 Margins: Dilution Today Expansion Tomorrow 💡 Short-term pressure: Interstate transfers Unfavorable state mix (Karnataka decline 17%) Premium scale yet to hit full bottle return efficiency. Seasonality: Q1 margins usually 200bps higher than FY avg" @satyam_sa16 on X 2025-07-24 07:23:47 UTC XXX followers, X engagements
"4 Hidden Star: Logistics Play 🚂 Navkar (Logistics) is booming: EXIM Cargo: 81k TEUs (+31% YoY) Revenue: XXX Cr (+17%) EBITDA: XX Cr PAT: +2 Cr (vs XX Cr loss) Target: 700-800 Cr revenue & XXX Cr EBITDA for FY26. Vision: 8000 Cr logistics topline by FY30. #SupplyChain #LogisticsIndia" @satyam_sa16 on X 2025-07-22 19:32:32 UTC XXX followers, XX engagements
"12 Big Picture 🎯 Infosys is holding steady in a shaky macro: Enterprise AI bets paying off Large deals boost visibility Cash flows strong Macro fog = near-term cap but long-term AI pivot solid 🔗 More concalls: #StockMarketIndia #ITStocks #Infosys" @satyam_sa16 on X 2025-07-24 03:10:21 UTC XXX followers, XX engagements
"8 Guidance & Roadmap 🧭 🎯 FY26: Mid-high teen EBITDA growth 🎯 FY30: 2000 Cr EBITDA target 🏨 Occupancy to move into XX% range + ADR uptrend 🌏 FTAs & festival season H2 FY26 expected to be very strong" @satyam_sa16 on X 2025-07-23 05:06:07 UTC XXX followers, XX engagements
"7 🗓 Guidance & Outlook: Cautious optimism for FY26 Agrochemicals: Inventory rationalisation mostly done recovery ahead Fluorochemicals: R467A launch = big long-term play R32 running at full capacity BOPP supply tight good for margins" @satyam_sa16 on X 2025-07-25 11:34:57 UTC XXX followers, X engagements
"2 CEO Tone: Cautiously optimistic 🔍 ✅ AI = XX% of pipeline XX% of bookings ✅ Over XX% workforce trained in AI/GenAI ✅ Avoiding vendor consolidation race to the bottom ✅ Focus: Create large deals via innovative solutioning" @satyam_sa16 on X 2025-07-24 06:57:50 UTC XXX followers, X engagements
"2 💵 Standalone India performance: Income: XXX cr (+7% YoY) EBITDA: XXX cr (+42% YoY) PAT: XX cr (+69% YoY) PAT margin up XXX bps Cash pile at 1576 cr. Solid" @satyam_sa16 on X 2025-07-25 11:02:46 UTC XXX followers, X engagements
"✅ Bottom Line: High-Margin Growth + Export Power 🏆 Manakia Coated Metals is pushing deeper into value-added coated steel. Exports booming. Premium alu-zinc & pre-painted demand rising. Capex well-funded. Balance sheet getting stronger. FY27 = Scale + Margin = Stronger Moat. 📌 More detailed concall nuggets here 👉 #Steel #Exports #Capex #IndiaManufacturing" @satyam_sa16 on X 2025-07-24 07:28:31 UTC XXX followers, XX engagements
"1 IRFC Q1 FY26 🧵 IRFC XXX 🚆 ✅ Strong profit surge ✅ Zero NPAs ✅ Cheap capital edge ✅ Big diversification into the whole govt ecosystem Heres whats moving 👇 #IRFC #Earnings" @satyam_sa16 on X 2025-07-24 02:54:20 UTC XXX followers, XXX engagements
"7 E-commerce & Channels 🚚 E-comm +61% Modern Trade +21% Organic India: E-comm 3.5x YoY Starbucks: SSSG back in April/June dipped in May (geo tensions) X new stores" @satyam_sa16 on X 2025-07-24 03:25:24 UTC XXX followers, XX engagements
"3 Profitability Holding Strong 💹 Gross Margin: XX% +48 bps YoY 💼 EBITDA Margin: XX% (standalone) +354 bps YoY 📈 PAT: XX Cr +62% YoY Margin expansion driven by better product mix & scale efficiencies a strong sign" @satyam_sa16 on X 2025-07-24 02:30:48 UTC XXX followers, XX engagements
"7 Risks to Watch ⚠ OCF softness: Upfront costs distort short-term flow. 📉 Q1 sales dip: Mgmt says normal for high-ticket realty big spike at launch plateau mid-cycle. 📊 Goregaon saturation Mgmt dismisses concerns focus on integrated enviro + prudent land buys" @satyam_sa16 on X 2025-07-23 05:11:05 UTC XXX followers, XX engagements
"8 Competition & Industry 🏆 UBL winning share from big & small rivals. Notes peers like ABI focusing on economy brands + flat pricing confusing vs premiumization trend. Working with Brewers Association for tax rationalization big tailwind if it plays out" @satyam_sa16 on X 2025-07-24 07:23:50 UTC XXX followers, XX engagements
"7 📈 Balance sheet: Group EBITDA Q1: XXX cr (+6%) Net Debt/EBITDA trending down Cost of debt: XXXX% RBI cuts could help further FY25 PML OCF (ex-ISML): 1225 cr" @satyam_sa16 on X 2025-07-25 11:11:11 UTC XXX followers, X engagements
"7 Risks & Watch Points ⚠ 📌 Raw milk prices: +18% YoY offset by pricing power 📌 Higher ad spend near-term EBITDA dip 📌 Interest cost up: XX Cr XX Cr in X years lease accounting impact" @satyam_sa16 on X 2025-07-23 05:01:29 UTC XXX followers, XX engagements
"🚨 Big Solar Story Unfolding Waaree Renewable Technologies just dropped a blockbuster Q1 200%+ profit growth record order book & green hydrogen pilot live Why this solar EPC play is in the sweet spot 🧵 #EarningsCall #IndianMarkets #RenewableEnergy" @satyam_sa16 on X 2025-07-19 05:43:36 UTC XXX followers, XX engagements
"9 🗝 Edge: 30-year legacy. Solid MSME backbone. Co-lending muscle new RBI norms seen as positive. Funding diversification: more NCDs ECB plans PTC to come" @satyam_sa16 on X 2025-07-25 10:59:32 UTC XXX followers, X engagements
"11/ 🧩 Risks to track: ⚠ US macro uncertainty Europe push helps ⚠ Past X years revenue stagnation all eyes on next X quarters ⚠ ERC inclusion adjust for true margin ⚠ Employee cost jump ahead" @satyam_sa16 on X 2025-07-24 03:02:23 UTC XXX followers, X engagements
"7 Guidance & Watchouts ⚠ Salary hikes + ESOP costs to hit Q2 margin ($3M impact) Target: mid-teens margins remain intact MCS expected to bounce in Q2 Macro caution: US/Europe CIOs still cautious" @satyam_sa16 on X 2025-07-24 06:57:54 UTC XXX followers, X engagements
"4 Exports & Specialty Play 🌍 Exports contributed XX Cr (7.5% of total revenue). Specialty wires like IHT hose wires steel cord = huge import substitution play. China+1 tailwind 🌏 #Exports #ChinaPlusOne #ImportSubstitution #SpecialtySteel" @satyam_sa16 on X 2025-07-22 19:24:47 UTC XXX followers, XX engagements
"🏦 Bank of Baroda Q1 FY26 Print: Sales X% YoY Modest growth EBIDT X% YoY Margins under pressure Net profit XX% YoY Profitability hit EPS at XXXX vs XXXX Significant drop Low PE of XXX but can earnings revive ⚡ #BOB M.Cap XXXX Lakh Cr #BankofBaroda 🔗 More concalls & insights:" @satyam_sa16 on X 2025-07-25 13:08:29 UTC XXX followers, XX engagements
"4 But Heres The Flip Side 🟢 ✔ Secured book = XX% of balance sheet grew X% in Q1. ✔ Strong GNPA control Gross NPA X% Net NPA 1%. ✔ Cost of deposits falling LCR solid at 171%. ✔ Strategic hiring done cost base stabilised" @satyam_sa16 on X 2025-07-23 04:52:04 UTC XXX followers, XX engagements
"1 SG Finserv Q1 FY26: Riding the MSME 🚀 Indias fast-growing MSME supply chain lender kicks off FY26 strong: ✅ XX% YoY AUM growth ✅ 50k cr disbursed in XX months ✅ Zero NPAs 👇 Heres your breakdown: #NBFC #MSME #EarningsCall" @satyam_sa16 on X 2025-07-24 03:17:12 UTC XXX followers, XX engagements
"💬 Management says: Absolutely very confident of achieving 1600 Cr annual sales this year. Well placed for the next growth cycle with a robust launch pipeline and disciplined financials" @satyam_sa16 on X 2025-07-24 17:28:55 UTC XXX followers, XX engagements
"6 Debt Reduction + Growth ⚙ Equity raise: XXX Cr (161 Cr infused) Net Debt/EBITDA now 2.3x targeting 1.7x by FY26-end Cash used to cut debt + fund expansion" @satyam_sa16 on X 2025-07-24 07:28:28 UTC XXX followers, X engagements
"11 Red Flags 🚩 FY26 upper-end guidance cut ➡ Cautious tone Clients delaying decisions no clear recovery timeline Marginal attrition uptick" @satyam_sa16 on X 2025-07-24 03:10:20 UTC XXX followers, XX engagements
"4 Why Exports Are Booming 🌍 👉 Long-term ties with EU OEMs 👉 China plus one tailwind tariffs anti-dumping duties benefiting Indian coated steel 👉 Strategic hedging = XXX Cr forex gain this quarter 👉 Port proximity keeps export costs low" @satyam_sa16 on X 2025-07-24 07:28:26 UTC XXX followers, XX engagements
"7 Strategic Moves 🔑 Universal Bank License filed in June aims to boost KASA brand trust lower funding costs. Strong push into secured products: affordable housing 2W loans gold loans. XX branches planned FY26 X opened in Q1. Digital focus Iwani app for merchants zero-cost soundbox" @satyam_sa16 on X 2025-07-23 04:52:06 UTC XXX followers, XX engagements
"7 Customer Tailwinds 🔥 ✅ Strong repeat orders new contracts. ✅ Long-cycle CDMO not generics. ✅ China+1 driving more RFPs. ✅ Heavy focus on backward integration = margin insulation" @satyam_sa16 on X 2025-07-23 05:13:27 UTC XXX followers, XX engagements
"6 Capacity Unlocked Upside 🚀 🏭 Factory running at 5560% capacity (2 shifts). 👉 Can double revenue without major capex Just add a 3rd shift ✔ XXX Cr IPO funds left XX Cr for WC XX Cr capex no funding squeeze" @satyam_sa16 on X 2025-07-23 03:27:34 UTC XXX followers, XX engagements
"3 Margins Feeling the Heat 📉 Portfolio Yield: Down XX bps QoQ to XXX% 🏦 NIM: Flat at X% but guided to moderate by 15-20 bps FY26. 📊 Gross Spread: Flat at XXX% 💸 Cost of Funds: Fell XX bps QoQ to XXX% some relief" @satyam_sa16 on X 2025-07-24 02:39:24 UTC XXX followers, X engagements
"7 Balance Sheet & Cash 💵 Net cash: 1408 Cr (Includes QIP funds; 1000 Cr left for Sanand) Borrowings: XXX Cr (mostly channel finance) Acceptances: XXX Cr Debt manageable vs expansion needs" @satyam_sa16 on X 2025-07-24 07:02:34 UTC XXX followers, X engagements
"5 📊 Snapshot: Total AUM: X Trillion Equity mix: to XXXX% Active Equity AUM: XXX Trillion XX% share Debt & Liquid AUM: +9% & +14% QoQ turnaround #MutualFunds" @satyam_sa16 on X 2025-07-18 02:01:09 UTC XXX followers, XX engagements
"9 Competitive Stance 📌 Management: Were not a pure-play MFI. We keep tight credit norms XX% secured / XX% unsecured mix long-term. Profitability first growth with discipline" @satyam_sa16 on X 2025-07-23 04:52:08 UTC XXX followers, XX engagements
"8 🏦 Margins may normalise: Q1 always softer (wage hikes provisions). Mgmt sees normalisation through FY26 as growth + productivity gains kick in. Medium term: 1314% services growth double-digit retail growth" @satyam_sa16 on X 2025-07-25 10:46:47 UTC XXX followers, X engagements
"5 Cash Debt Working Capital 💰 ✅ Net debt XX Cr aim to be debt-free by FY26-end. ✅ Working capital days: 90-100 ✅ Sales to WC: 4x Preference shares: XX Cr raised XX Cr used (mainly WC + XX Cr capex)" @satyam_sa16 on X 2025-07-24 07:06:44 UTC XXX followers, XX engagements
"7 💡 Management playbook: Minimum XX% credit growth for FY26 RAM XX% NIM floor: XXX% hoping for recovery in H2 CASA target: XX% by Mar26 1200 cr extra provisioning for two SMA-2 accounts (no slip risk) ✔" @satyam_sa16 on X 2025-07-25 10:43:33 UTC XXX followers, X engagements
"9 Watch the Red Flags ⚠ ⚡ X% volume growth needs catch-up. ⚡ Jagar/Dharamtar lumpy tied to JSW Steel. ⚡ Some project delays (Tuticorin Jagar LPG) due to approvals. ⚡ Execution = key test for Vision 2030. Strong strategy. Delivery must match #ExecutionRisk #InfraStocks" @satyam_sa16 on X 2025-07-22 19:32:36 UTC XXX followers, XX engagements
"7 Capex & Capacity 🏭 FY26 Capex: 11501200 Cr New Mobile Campus (Noida) X million sq. ft. ready by Mar 2026 Fridge capacity: 1.2M 2M plan to hit 3M Washing machines: 3M 3.8M by Aug 2025 Display trials: Q4 FY26 mass prod Q1 FY27 QC India camera module: consolidation Q3 FY26" @satyam_sa16 on X 2025-07-23 03:31:12 UTC XXX followers, XX engagements
"5 Growth Vision 🗺 🎯 10000 Cr revenue target in X years 🎯 Double-digit EBITDA margin teens in 12-24 months 🌧 Good monsoon festival & winter demand tailwinds for cheese/ghee" @satyam_sa16 on X 2025-07-23 05:01:27 UTC XXX followers, XX engagements
"9 Big Picture 🧩 Westlife is holding the fort: ✅ Profitable expanding margin ✅ Investing now for Vision 2027 ✅ Focused on value omni digital Macro still soft but momentum expected to build 📈" @satyam_sa16 on X 2025-07-24 03:21:17 UTC XXX followers, XX engagements
"🔟 Takeaway: Small Wins Smart Bets 🚀 Zensar is playing patient offense: ✅ Avoiding price wars ✅ Building AI muscle from within ✅ Cash-rich for smart M&A ✅ Consistent payout + prudent capital use Holding ground in tough weather. 🌦 🔗 Get all earnings 👉 #ZensarTech #Q1Results #IndiaIT #TechStocks" @satyam_sa16 on X 2025-07-24 06:57:55 UTC XXX followers, XX engagements
"3 Key Numbers 💡 Revenue: $162M (+3.3% QoQ reported +1.9% CC) EBITDA: XXXX% (down XX bps QoQ) PAT: XXXX% Gross Margin: XXXX% (+20 bps QoQ) Order Book: $172M up XX% YoY" @satyam_sa16 on X 2025-07-24 06:57:51 UTC XXX followers, X engagements
"3 Revenue Snapshot 💰 +2.6% QoQ CC +3.8% YoY CC $3.8B Large Deals TCV ➡ XX% net new incl. $1B mega deal with global bank M&A helping with XX bps boost" @satyam_sa16 on X 2025-07-24 03:10:15 UTC XXX followers, XX engagements
"7 Strategic Moves 🧩 CEO Rajendra Relegapuri onboard sharper ops execution China+1 tailwind: US OEMs shifting to India spike in RFQs Hybrid India-US model cost advantage + nearshore trust Entering US defence EV ADAS broadening horizon" @satyam_sa16 on X 2025-07-23 03:27:35 UTC XXX followers, XX engagements
"8 Risks & Challenges ⚠ Soft PV & CV pricing = margin stress Rural cash flow volatility esp. in Q2 historically tricky for slippages Intense competition banks squeezing pricing in fleet/vehicle segments" @satyam_sa16 on X 2025-07-23 04:54:46 UTC XXX followers, XX engagements
"3 Whats Launching 🚀 📍 Goregaon (Gura): Demolition done approvals in Launch Q3 FY26. 📍 Borivali: Target Q3 FY26 launch. 📍 N.P. Road (Pedro): Q4 FY26. 📍 South Mumbai: Tardeo + Parel redevelopment FY26. 🏢 Occupancy: Borivali & Commerce X XXX% by year-end" @satyam_sa16 on X 2025-07-23 05:11:02 UTC XXX followers, XX engagements
"8 Risks Still There ⚠ Geopolitical conflicts Red Sea disruptions US tariffs trade costs up. ⚠ Russian dumping weighs on domestic prices. ⚠ Capacity additions faster than demand margin pressure on spot trades" @satyam_sa16 on X 2025-07-24 02:35:22 UTC XXX followers, XX engagements
"2 Managements Tone: Realistic but Firm 📣 CEO Salil Parekh & CFO Jayesh Sanghrajka say: Strong start broad growth XXX AI agents driving client ops Cautious clients global headwinds But AI-first deals keep flowing" @satyam_sa16 on X 2025-07-24 03:10:14 UTC XXX followers, X engagements
"7 Demand Outlook & Risks ⚠ 📌 Domestic demand soft. Footfalls low despite robust housing. 📌 Export guidance: 18k-20k Cr for FY26 (down vs FY23). 📌 Pricing power Weak. Competitors hike list prices but realisation tricky. 📌 Will reinvest margin gains if needed to defend market share. #Construction #Ceramics #Exports" @satyam_sa16 on X 2025-07-22 19:28:32 UTC XXX followers, XX engagements
"7 Competitive Angle 🧵 Europe: Overcapacity but peers in financial distress = CIE wants to be the last man standing. India: Local to local limits push to export more but keeps them nimble on tariffs. Winning play: Tech-heavy complex parts vs commodity parts. #AutoComponents #Manufacturing" @satyam_sa16 on X 2025-07-23 03:06:54 UTC XXX followers, XX engagements
"4 ⚠ German GMBB bombshell: One-time loss of XXXXX cr for GMBB insolvency Zero recovery expected Strategic call: cut losses in Europe redeploy focus & capital to India" @satyam_sa16 on X 2025-07-25 10:34:08 UTC XXX followers, X engagements
"9 Risks & Red Flags 🚩 EPC lumpy: Down XX% YoY (Gambia base effect) Minor transcript mismatches: Domestic institutional cables & cash figures look inconsistent need clarification US tariff uncertainty for exports but current exposure low Competition rising but approvals act as entry barrier" @satyam_sa16 on X 2025-07-24 07:02:36 UTC XXX followers, XX engagements
"6 Margins Expansion Mode 📈 Mobile margins to expand 120150 bps in FY27 even post-PLI. Camera module: XXXX% now XXXX% soon Displays + mechanical: double-digit margins expected Big bet scale + integration profit kicker" @satyam_sa16 on X 2025-07-23 03:31:12 UTC XXX followers, XX engagements
"3 🧪 Segments Q1 FY26: PTC: XXXX Cr (-17% QoQ +9% YoY) SDA: XXXX Cr (+14% QoQ +13% YoY) PSC: XXXX Cr (+32% QoQ +11% YoY) Electrolytes: XXX Cr (+32% QoQ) More demand up ahead 👇" @satyam_sa16 on X 2025-07-25 10:20:12 UTC XXX followers, X engagements
"8 Balance Sheet Strong 💪 📉 Net Debt/EBITDA: 0.33x among best in sector. ✅ Committed to staying 2x despite big expansions. 💸 XX Cr incentives accrued but West Bengal revocation fight ongoing" @satyam_sa16 on X 2025-07-24 02:45:06 UTC XXX followers, X engagements
"9 Big Picture 🖼 ✅ Prudent land buys premium pricing moat. ✅ Clear pipeline of launches. ✅ Leverage infra upgrades (metro coastal road). ✅ PE cash for new expansion. ✅ High margins = high conviction" @satyam_sa16 on X 2025-07-23 05:11:06 UTC XXX followers, XX engagements
"4 Cash Flow & Capex 🧵 💰 Op cash flow = XX% of EBITDA 💸 H1 working capital drain: XXX cr (one-off Mahindra discount not repeated) 🔧 H1 capex: XXX bn 🔨 H2 capex to ramp up X% of revenue for FY Focus: India growth new product lines (2W crankshafts EV gears). #Capex #Cashflow" @satyam_sa16 on X 2025-07-23 03:06:52 UTC XXX followers, XX engagements
"5 Why PCBL is Confident 🏭 Tire industry shifting to cost-efficient India huge tailwind. 🧪 Tech edge: US patent for nanomaterials acetylene black pilot to reduce import dependency. 🔋 Big bet on battery chemicals & energy storage FY27/28 financials will reflect it" @satyam_sa16 on X 2025-07-24 02:35:20 UTC XXX followers, XX engagements
"9 Investor Confidence Checks ✅ ✔ Capitalisation strong post rights issue no near-term fund raise ✔ Fee income sustainable with growth headroom ✔ Write-offs stable as % of book ✔ CV degrowth strategic margin-protecting choice" @satyam_sa16 on X 2025-07-23 04:54:47 UTC XXX followers, XX engagements
"🔟 Risks & Clean-ups ⚠ Steel price swings could hit EBITDA/ton (+/ 45%) Forex exposure carefully hedged Amalgamation of dormant subsidiary = balance sheet clean-up not a red flag" @satyam_sa16 on X 2025-07-24 07:28:30 UTC XXX followers, XX engagements
"7 Whats Driving Infosys ⚡ 🧠 Enterprise AI leadership: XXX AI agents live 🧩 Vendor consolidation: Big wins sticky clients ☁ Cloud & data analytics: Strong base for AI Project Maximus: Higher realization" @satyam_sa16 on X 2025-07-24 03:10:17 UTC XXX followers, XX engagements
"6 🏠 Residential steady: Gross sales: XXX cr ASP: 27000/sq ft (premium segment) Bulk of sales to be booked in coming quarters" @satyam_sa16 on X 2025-07-25 11:11:11 UTC XXX followers, X engagements
"7 New Verticals 🚀 🗝 The Ark: Invite-only luxury club 2000+ members over X years. 🏙 Leela Luxury Residences: Ultra-luxury serviced apts in Mumbai FY27 launch. 💼 Diversifying beyond rooms high-margin brand extensions" @satyam_sa16 on X 2025-07-23 05:06:07 UTC XXX followers, XX engagements
"8 Key Drivers: AI-Led Play 🧠 GenAI = core to value prop Zens AI + Ignite AI Academy: mandatory upskilling for all Higher productivity: more with less workforce Focus on complex sticky managed services" @satyam_sa16 on X 2025-07-24 06:57:54 UTC XXX followers, X engagements
"7 Cost Discipline Holds ⚙ Opex/NTI: Flat at XXXX% 📉 Cost of funds dropping helping offset pricing pressure. 💻 Digital Push: XX% e-agreement XX% digital onboarding" @satyam_sa16 on X 2025-07-24 02:39:26 UTC XXX followers, X engagements
"1 Dixon Technologies Q1 FY26 🧵 🔥 Blowout Q1 Revenue up XX% YoY PAT doubled margins strong. China+1 massive backward integration huge export push. Is Indias EMS king getting bigger & stronger Lets break it down: #DixonTech" @satyam_sa16 on X 2025-07-23 03:31:08 UTC XXX followers, XX engagements
"9 Competitive Edge ⚔ 📍 Pure-play pathology unlike some peers with radiology. 🔬 Every major technology in-house (1000 tests). 💲 Still positioned as affordable. TAT: XXXX hrs average once sample reaches lab top notch" @satyam_sa16 on X 2025-07-24 02:30:52 UTC XXX followers, X engagements
"1 E2E Networks Q1 FY26: Heavy Lifting for AI 🧵 A tough quarter on paper: revenue down net loss reported. But management stays optimistic betting big on Indias AI cloud push & massive GPU ramp-up. Heres the full breakdown: #E2ENetworks #E2E" @satyam_sa16 on X 2025-07-23 03:16:37 UTC XXX followers, XXX engagements
"3 Payments Engine 🚀 💳 Credit card acceptance growing RuPay Credit Card on UPI live. 🧩 Own POS hardware & software refurbish to save capex own the customer. 💰 Can charge more price hike from XXX XXX. 📈 4-5x payments growth potential left in India" @satyam_sa16 on X 2025-07-23 04:57:31 UTC XXX followers, XX engagements
"6 📈 Guidance highlights: PBT margin target: 1415% Power segment margins to hold 20%+ LT motor pricing effect in XX months Kawatch biz scaling: 100+ installs/month coming Semiconductor mini plant: 2026 Main: 2027" @satyam_sa16 on X 2025-07-25 10:40:04 UTC XXX followers, X engagements
"8 Strategic Push 🧩 ✅ X new value-added launches ✅ Pharmacy channel: XX cities ✅ Vending machines: 5000 deployed ✅ Cup noodles pilot line ✅ Brand build: Sachin endorses Organic India" @satyam_sa16 on X 2025-07-24 03:25:25 UTC XXX followers, XX engagements
"5 Why The Loss 🧐 Chennai delays high OPEX no revenue yet. New teams & enterprise sales ramp-up added fixed cost. Software licensing: No major revenue this year push to next FY. Transitional pain = short-term hit for long-term growth. #Growth #CloudInfra" @satyam_sa16 on X 2025-07-23 03:16:40 UTC XXX followers, XXX engagements
"🔟 Bottom Line 🧾 Bandhan Bank knows its EV challenges. But: ✅ Secured book scaling up fast ✅ Retail term deposits strong ✅ Digital + Govt services = new moats ✅ Q1 profit sequentially better. H2 FY26 will be the real test for the turnaround" @satyam_sa16 on X 2025-07-19 12:53:23 UTC XXX followers, XXX engagements
"1 Oberoi Realty Q1 FY26 🧵 Big moves in luxury & premium Mumbai real estate. Massive PE inflow smart land buys robust margins lets break down what Mr. Vikas Oberoi & team revealed: #OberoiRealty" @satyam_sa16 on X 2025-07-23 05:11:01 UTC XXX followers, XX engagements
"1 CIE Automotive India Q2 & H1 CY25: Cautious Confidence 🧵 A tale of two markets: 🚗 India: Steady healthy prepping for festive lift Europe: Drag pain & a big EV delay Margins holding new products brewing but macro risks loom. Lets break it down 👇 #CIEAuto #AutoAncillary" @satyam_sa16 on X 2025-07-23 03:06:50 UTC XXX followers, XX engagements
"18 Closing Take 📌 Q1 soft Q2 muted too. H2 = big test: new grades + Perf Chem 1/2 must deliver. Mgmt resilient record margins = tailwind. Promoter trimming stake but staying majority. Key watch: HALS ramp & new plant timelines. #cleanscience" @satyam_sa16 on X 2025-07-18 02:13:46 UTC XXX followers, XXX engagements
"6 Strategic Thane Bet 🏙 Next phase: school mall hotel then residential. Vision: make Thane second Goregaon commanding 20-30% price premium vs local market" @satyam_sa16 on X 2025-07-23 05:11:04 UTC XXX followers, XX engagements
"9 Investor Lens 👀 Parag is no longer just dairy. Its transforming into a health-focused FMCG brand with cheese ghee whey & premium milk all driving margin accretion. Short-term: brand investments hit margin Medium-term: higher ROC better valuation" @satyam_sa16 on X 2025-07-23 05:01:30 UTC XXX followers, XX engagements
"8 📉 What to watch: CV book still volatile disbursements slowed. FMCG segment weak. Management cautious: "tough time" "not fully visible improvement yet." But stress stabilised recovery brewing" @satyam_sa16 on X 2025-07-25 10:59:31 UTC XXX followers, X engagements
"6 Sustainability Focus 🌱 🔆 Solar power commissioned XX% renewable share in FY26. 📉 Emission intensity dropped from XXXX to XXXX tCO2e/MT bloom production in Q1. ♻ Green energy a key pillar of their roadmap" @satyam_sa16 on X 2025-07-23 05:32:09 UTC XXX followers, XX engagements
"9 Capex & Moves 🔧 Investing in sales & marketing (20 bps margin hit) Targeting industry cloud energy AI ops M&A active: M & Missing Link in Aus Strategic partnerships with GCCs to scale" @satyam_sa16 on X 2025-07-24 03:10:19 UTC XXX followers, XX engagements
"7 🔍 Capex & M&A: FY26 capex revised to 250300 cr ( from 300325 cr) Bought Secur Systems (IoT remote monitoring) for XX cr expands vision AI stack cross-sells adds clients" @satyam_sa16 on X 2025-07-25 10:46:46 UTC XXX followers, X engagements
"4 Whats the Stress ⚠ Real estate moderation industry disbursals flat. ⚠ Aggressive pricing: competitors lending at 7.3%-7.35% vs BHFLs XXXX% floor. ⚠ Higher attrition from refinancing. ⚠ Rate cut transmission + softer demand squeeze yields" @satyam_sa16 on X 2025-07-24 02:39:24 UTC XXX followers, XX engagements
"7 Headwinds & Surprises ⚠ Can shortage stockouts = 1-2% lost growth BIS rules worsened it. Govt infra not ready truck detention extra cost. Karnataka WB: Double-digit volume declines policy drag. IPL Operation Hindu disruption required course correction" @satyam_sa16 on X 2025-07-24 07:23:49 UTC XXX followers, X engagements
"7 Cautious Moves 🚦 Personal loan & card slowdown reflects tight underwriting + system caution. Corporate book: some short-term book degrowth competitive pricing bond market alternative. Rural portfolio slight dip keep an eye" @satyam_sa16 on X 2025-07-20 12:28:30 UTC XXX followers, XX engagements
"9 ⚠ Watch-outs: Finland stays a weak link for now Member addition pace to stay modest near-term Inventory dip short-term but strategic clean-up" @satyam_sa16 on X 2025-07-25 11:02:52 UTC XXX followers, X engagements
"1 JSW Infrastructure Q1 FY26: Indias Next Port & Logistics Giant in Action 🚢📈 Muted cargo Sure. But the expansion roadmap is massive. Strong profit growth debt-light balance sheet and a clear vision to 4X capacity by FY30. Full breakdown 👇 #JSWInfra #Ports #Logistics #IndiaGrowth" @satyam_sa16 on X 2025-07-22 19:32:31 UTC XXX followers, XXX engagements
"6 What To Watch ⚠ Q1 disbursement a bit slow Q2 to accelerate ⚠ Minor AUM dip QoQ but uptrend ahead ⚠ Margins under pressure in lending but ultra-low overhead helps ⚠ Only lending to govt ecosystem (not private risky plays)" @satyam_sa16 on X 2025-07-24 02:54:24 UTC XXX followers, XX engagements
"9 Strategic Focus 🔑 ✅ Cooler placements ✅ Local production of premium brands more margin control ✅ Backward integration: Bottles & cans ✅ Supply chain redesign to fix cost leakages ✅ Advocating policy clarity for beer affordability" @satyam_sa16 on X 2025-07-24 07:23:50 UTC XXX followers, XX engagements
"Shares where Mutual Funds are Consistently Increasing their stake (Dec 2024 Jun 2025) (Consolidated for all mutual funds) X AGI Greenpac Ltd. X Aarti Drugs Ltd. X Aditya Vision Ltd. X Alkyl Amines Chemicals Ltd. X Alok Industries Ltd. X Apollo Micro Systems Ltd. X Aptus Value Housing Finance India Ltd. X Archean Chemical Industries Ltd. X Asahi India Glass Ltd. 🔟 Asian Paints Ltd. XX Awfis Space Solutions Ltd" @satyam_sa16 on X 2025-07-19 13:55:02 UTC XXX followers, 1825 engagements
"🔟 Big Picture 🎯 #JSWInfrastructure = play on Indias trade + multi-modal logistics push. Strong profit growth ✅ Debt-light ✅ Aggressive capacity build-out ✅ Logistics adjacencies scaling ✅ Key: Q2 & H2 cargo ramp project execution & new bids" @satyam_sa16 on X 2025-07-22 19:32:36 UTC XXX followers, XX engagements
"8 📊 Big picture guidance: ISML: from X mn sq ft in 2017 XX mn sq ft by 2030 Retail: Brand mix & premiumisation = higher yields Offices: Huge ramp as occupancy fills up New malls: Kolkata Surat Thane Kohima Chandigarh coming by 2030" @satyam_sa16 on X 2025-07-25 11:11:12 UTC XXX followers, XX engagements
"4 🎯 FY26 Guidance: XX% revenue growth 600650 cr PAT to double vs FY25 Regulated markets: 6070% mix US: XXX cr target incl. XXX cr CDMO 1516 new ANDA launches (H2 heavy)" @satyam_sa16 on X 2025-07-25 11:41:33 UTC XXX followers, X engagements
"9/ 🎯 Guidance & vision: 👉 Margins: Targeting XX% EBITDA 1415% PAT for FY26 👉 Confident of crossing the XXX Cr revenue stigma 👉 1012% employee hike from Oct margin test ahead 👉 Long-term: 4000 Cr topline dream organic + inorganic" @satyam_sa16 on X 2025-07-24 03:02:22 UTC XXX followers, XX engagements
"3 Long-Term Ambition 🏆 🎯 Aim: Double topline every X years 🎯 FY27+ growth: 1520% YoY 🎯 Big capex in motion glass expansion + aluminium cans = 2.5x revenue in XX yrs Theyre betting big on Indias premium packaging boom. #Growth #Capex" @satyam_sa16 on X 2025-07-23 03:10:51 UTC XXX followers, XX engagements
"3 Capacity: Fully Utilized 🏭 Galvanized steel coil production: +12.5% YoY Pre-painted steel coil: +14.7% YoY Export volumes: +166% YoY revenue up XXX% YoY Exports now XX% of total sales (3x last year) Galvanizing line at XX% utilization Color coating line: XXX% utilization" @satyam_sa16 on X 2025-07-24 07:28:26 UTC XXX followers, X engagements
"9 Sustainability Angle 🌱 XX% energy from wind/solar. Focus on carbon sequestration. Partnerships + innovation core to growth" @satyam_sa16 on X 2025-07-23 05:13:28 UTC XXX followers, XX engagements
"29 Indian Oil Corporation Ltd. XX Ion Exchange (India) Ltd. XX JBM Auto Ltd. XX JK Lakshmi Cement Ltd. XX JTL Industries Ltd. XX Jaiprakash Power Ventures Ltd. XX Jamna Auto Industries Ltd. XX KSB Ltd. XX Kaynes Technology India Ltd. XX Kewal Kiran Clothing Ltd. XX Kirloskar Oil Engines Ltd. XX Lloyds Engineering Works Ltd. XX Network XX Media & Investments Ltd. XX Premier Energies Ltd. XX Railtel Corporation Of India Ltd. XX Rain Industries Ltd" @satyam_sa16 on X 2025-07-19 13:55:03 UTC XXX followers, 1416 engagements
"6 🏃♂ Distribution: Added 31000+ agents gross Opened XX branches expanding Tier XX XX% of proposals digital XX% via auto-underwriting Agency channel: 6%+ growth on high base (industry only 1%)" @satyam_sa16 on X 2025-07-25 11:38:09 UTC XXX followers, X engagements
"3 🚢 Exports boom too: XXXXX cr exports = XXXX% of turnover Up from XXX% in the previous quarter Domestic + export strategy paying off even with global headwinds" @satyam_sa16 on X 2025-07-25 10:34:08 UTC XXX followers, X engagements
"1 Manakia Coated Metals Q1 FY26: Exports Boom Margins Climb Capex On Track ⚙🌏 A breakout quarter for this niche coated steel player: XX% revenue growth XXX% PBT surge XXX% net profit jump Exports at record XX% of revenue Key insights 🧵👇 #Steel #Exports #Q1FY26" @satyam_sa16 on X 2025-07-24 07:28:25 UTC XXX followers, XX engagements
"1 Mahindra Finance Q1 FY26 🧵 Muted start cautious optimism ahead. Strong tractor lending tech upgrade & mortgage turnaround stand out. Will MFSL ride the rural tailwinds into H2 Lets break it down: #MahindraFinance #MFSL" @satyam_sa16 on X 2025-07-23 04:54:42 UTC XXX followers, XX engagements
"3 Protein Push 🥤 ✅ New-age biz: X% of sales (vs X% LY) ✅ Avdar: Whey protein brand scaled 8x in X years ✅ Pride of Cows: +36% value growth 📊 Sports nutrition: Parag is Indias only integrated whey protein manufacturer" @satyam_sa16 on X 2025-07-23 05:01:26 UTC XXX followers, XX engagements
"2 Key Q1 Highlights 💡 💰 Private Equity: Closed a 1250 Cr PE deal in Ivan Realty JV. 🏙 Revenue: No big hits yet from XXX best expect recognition in Q2. 💵 OCF: Slightly soft due to upfront land + premiums business always positive says mgmt" @satyam_sa16 on X 2025-07-23 05:11:02 UTC XXX followers, XX engagements
"3 Big Target Ahead 🎯 🚀 MRR exit March FY26: 3238 Cr Thats 2.53x current MRR in X months. Key: ramping up Chennai GPU capacity & large cluster deals. India AI Mission could add more tailwind but financial impact is still unclear for FY26. #AI #GPU" @satyam_sa16 on X 2025-07-23 03:16:39 UTC XXX followers, XXX engagements
"8 Strategic Updates 🧵 ✅ Liquidity of Bill Forge Precision done ✅ New biz dev head onboard ✅ Focus: Order book recovery (6 bn new orders in H1) ✅ Wait & watch on global macro staying agile ✅ 7580% capacity use in India room to ramp #Strategy #Execution" @satyam_sa16 on X 2025-07-23 03:06:55 UTC XXX followers, XX engagements
"3 Segment Snapshot 🔍 🧪 PI API: +8.2% QoQ. Cardiovascular intermediates scaling under LT contracts. 🔬 Contrast Media: Slight dip (3.9%) due to phasing. New iodinated intermediate now commercial ramping up in Q2. 🍭 High-Intensity Sweeteners: Big XXXX% QoQ bounce ASPs stabilising" @satyam_sa16 on X 2025-07-23 05:13:24 UTC XXX followers, XX engagements
"8 Whats Driving Growth ⚡ Infra push: T&D solar EV charging data centers Strong export demand: Renewables + oil & gas Tech upgrades: Electron beam solar wires HVAC/HVDC readiness Backward integration land buys in Rajasthan Panipat" @satyam_sa16 on X 2025-07-24 07:02:35 UTC XXX followers, XX engagements
"6 Guidance: Staying Conservative Outperforming Later 🔍 FY26 revenue: +18% YoY EBITDA margin: XX% Target CAGR: XX% over next 2-3 yrs Exports to hit 17-20% of sales in 2-3 yrs (USA Europe next) Capacity not a constraint brownfield + greenfield pipeline ready" @satyam_sa16 on X 2025-07-24 07:02:34 UTC XXX followers, XX engagements
"6 Acquisitions & Synergies ✅ Polo Labs Vima Think Health fully integrated. ✅ ECG at Home pan-India play. ✅ Strong B2B synergy with API Pharmacy business. ✅ D2C still small (5-6%) but profitable" @satyam_sa16 on X 2025-07-24 02:30:50 UTC XXX followers, X engagements
"7 Strategic Moves 🗺 Expanding points of connect 6000+ dealers App = biggest branch acquisition & collections tool Cross-selling personal loans leasing used vehicle refinance Risk mgmt: micro-market data custom loan schedules for agri segment" @satyam_sa16 on X 2025-07-23 04:54:46 UTC XXX followers, XX engagements
"2 Management Tone: Confident & Bullish 🔥 CEO & CFO: ✅ FY25/FY26 to be very strong years ✅ Integration + diversification = margin cushion ✅ Disciplined capital allocation: XX% reinvested XX% liquidity XX% dividend" @satyam_sa16 on X 2025-07-24 03:36:59 UTC XXX followers, XX engagements
"Strategic Focus: 🔑 Strong execution Consistent collections Prudent debt reduction 🧩 Focused mix: Mid-income & luxury outperform while affordable remains policy-dependent ⚖ Regulatory clearances (Vadala CRZ Kanjurmarg SC hearing) are key near-term monitorables 💡 Master planning Vadala demerged land for future value unlocking" @satyam_sa16 on X 2025-07-24 17:28:54 UTC XXX followers, XX engagements
"1 🏘 Ganesh Housing Q1 FY26: A quarter of stabilisation short-term slowdown long-term strategy on track. Ahmedabad real estate cycle looking strong. Heres what you need to know: 👇 X 📊 Financial snapshot: Q1 Revenue: XXX Cr ( XX% YoY) EBITDA margin: XX% (up from 71%) PAT: XX Cr PAT margin: XXXX% Drop in topline but margins strong. X 🏙 Key project driver: 👉 Godavi Township was the main Q1 contributor. XX acres sold @ avg 30000/sq ft. Potential: 5000 Cr+ in sales from Godavi alone. X 🔑 Why the revenue dip Mgmt says: Strategic delay to align launches with demand. Result Higher realisations &" @satyam_sa16 on X 2025-07-22 06:06:36 UTC XXX followers, XXX engagements
"6 📊 Net Debt: 32003400 cr Interest cost softening FY26 borrowing costs to benefit from rate cuts" @satyam_sa16 on X 2025-07-25 11:34:57 UTC XXX followers, X engagements
"🏦📊 AU Small Finance Bank Q1 FY26 Strong loan & deposit growth but margin and asset quality under pressure. Core franchise holds. ROA target stays. Heres the full breakdown: 👇 #AUSmallFinanceBank #Q1FY26 #Banking" @satyam_sa16 on X 2025-07-20 12:25:49 UTC XXX followers, XX engagements
"5 Segment Performance 🌍 Europe: +12.3% YoY CC (stellar) North America: +2.9% QoQ CC 📈 Manufacturing & FS strong Utilization up to XXXX% Attrition: XXXX% (slightly higher)" @satyam_sa16 on X 2025-07-24 03:10:16 UTC XXX followers, X engagements
"5 Operational Health ✅ Utilisation: XXXX% LTM Attrition: XXX% (best-in-class) Gross Adds: XXX DSOs: XX days (improved) Cash: $315.7M dividend payout: $29M" @satyam_sa16 on X 2025-07-24 06:57:52 UTC XXX followers, X engagements
"8 Risks Ahead 🚨 Global macro uncertainty (tariffs geopolitics) Client caution on discretionary spend 🕒 Weak spots: Automotive retail comms due to supply chain & budgets Attrition ticked up marginally" @satyam_sa16 on X 2025-07-24 03:10:18 UTC XXX followers, X engagements
"9 Managements Message 🔑 Macro is tough but PCBL is tightening operations & pivoting to high-margin segments. 📈 Specialty black & battery chemicals = next margin levers. 🌍 Global market share push more international volume better realization" @satyam_sa16 on X 2025-07-24 02:35:23 UTC XXX followers, XXX engagements
"1 🏖 Mahindra Holidays Q1 FY26: Strong quarter for India biz. Cash flows up profits surge but Europe drags a bit. Lets break it down 🧵 #MahindraHolidays #ClubMahindra #Q1FY26" @satyam_sa16 on X 2025-07-25 11:02:46 UTC XXX followers, XX engagements
"5 Revised Guidance: Playing it Safe 🔽 FY26 AUM Growth: Now 21-23% vs earlier 24-26% 🔽 NIM: Likely to moderate by 15-20 bps 🔄 ROA: 2-2.2% 🔄 ROE: 11-12% (capital overhang) 📅 Return to 24-26% AUM growth expected by Q3 FY26" @satyam_sa16 on X 2025-07-24 02:39:25 UTC XXX followers, XX engagements
"5 🧮 Asset Quality: Gross Stage 3: XXXX% Net Stage 3: XXXX% CV portfolio stress noted Stage 2+3 at 13%. Housing Finance arm clean: GNPA XXXX% NNPA 0.64%" @satyam_sa16 on X 2025-07-25 10:59:29 UTC XXX followers, X engagements
"4 Margins & Profits 📊 Operating Margin: XXXX% (down slightly QoQ & YoY) Managed wage hike headwinds (100 bps) PAT EPS up XXX% ( terms) Free Cash Flow: $884M (109% of net profit)" @satyam_sa16 on X 2025-07-24 03:10:15 UTC XXX followers, XX engagements
"5 Outlook & Targets 📌 🔹 No formal FY26 growth guidance but medium term aim mid-teen disbursal growth 🔹 ROE target XX% (needs XXX% ROA) 🔹 Non-vehicle book to hit XX% of mix by FY30 🔹 Credit cost to stay in 1.3%1.7% band 🔹 GS2+GS3 10%" @satyam_sa16 on X 2025-07-23 04:54:44 UTC XXX followers, XX engagements
"1 📊 Latent View Q1 FY26: ✅ 10th straight quarter of growth ✅ Strong BFSI momentum ✅ Betting big on GenAI + DataBricks Heres the full snapshot: 👇 X 💰 Financials: Revenue: XXX Cr (+32% YoY) Organic growth: +0.3% QoQ (in rupees) +2.8% (in USD) EBITDA margin: XXXX% (Adj: 22.2%) PBT: XX Cr (+18% YoY) EPS: XXXX ( X% QoQ) X 💼 Key growth engines: BFSI vertical: 🔥 +21% QoQ +48% YoY X new clients onboarded X with high ramp-up potential Immense potential in existing accounts Decision Point to outpace core biz growth X 🧩 GenAI push: $6M booked $8M pipeline this year Dedicated COE being built PhDs" @satyam_sa16 on X 2025-07-22 06:08:44 UTC XXX followers, XX engagements
"8 Strategy Board 🎯 🔹 CAMSO deal operational prep done regulatory clearance expected Q2 🔹 Product innovation Z-rated run-flat calm tech tires 🔹 Sustainability EcoVadis Silver renewable push to XX% by FY27 🔹 Digital AI in factories vendor integration EUDR-ready" @satyam_sa16 on X 2025-07-19 13:15:02 UTC XXX followers, XX engagements
"12 ✅ Takeaway: SBI Life = steady compounding + smart product mix + unbeatable distribution. VNB margin expanding. Solvency robust. Focus: growth with trust. A top pick for long-term insurance sector investors 🔗 More earnings: #SBILife #Insurance #IndiaInvesting" @satyam_sa16 on X 2025-07-25 11:38:13 UTC XXX followers, XX engagements
"3 🌍 Consolidated view: Income: XXX cr (+8% YoY) EBITDA: XXX cr (+16% YoY) PAT: XXX cr (+18% YoY) Why so low -INR forex hit: XX cr impact. Finland ops still a drag" @satyam_sa16 on X 2025-07-25 11:02:47 UTC XXX followers, X engagements
"62 Ujjivan Small Finance Bank Ltd. XX Usha Martin Ltd. XX V2 Retail Ltd. XX VA Tech Wabag Ltd. XX Vaibhav Global Ltd. XX Valor Estate Ltd. XX Vishal Mega Mart Ltd. XX West Coast Paper Mills Ltd. XX Yatharth Hospital & Trauma Care Services Ltd. XX Yes Bank Ltd" @satyam_sa16 on X 2025-07-19 13:55:05 UTC XXX followers, 1551 engagements
"🔟 🔗 Full details + concall takeaways 👉 Bottom line: Mahindra Holidays is shifting gears profit focus asset-light growth richer customer experience. Long game ON. #Travel #Investing" @satyam_sa16 on X 2025-07-25 11:02:53 UTC XXX followers, X engagements
"9 Risks to Watch ⚠ HNG case: Still sub-judice no comments. Margins: small QoQ swings due to mix price pass-through lags. All forward-looking no guarantee theyll revise guidance if assumptions change. Execution is key. #Risks #Execution" @satyam_sa16 on X 2025-07-23 03:10:54 UTC XXX followers, XX engagements
"🔟 The Big Picture: Scale Efficiency Focus 🎯 ✅ Sole focus: Wires & cables ✅ No near-term buybacks/dividends cash = capex fuel ✅ History of conservative guidance consistent outperformance ✅ Logistics savings ahead (Sanand port proximity) ✅ Exports to diversify base beyond India 🔗 Stay ahead. Follow all earnings insights 👉 #Infra #Exports #Cables #IndiaManufacturing" @satyam_sa16 on X 2025-07-24 07:02:36 UTC XXX followers, XX engagements
"6 MFI Stress Easing 🤞 Q2 stress to decline. Q3 significant drop in new MFI NPAs. Collection efficiencies improving: April XXXX% May XXXX% June 98.7%. Buffer: Accelerated provisions protect key metrics" @satyam_sa16 on X 2025-07-23 04:52:05 UTC XXX followers, XX engagements
"2 🚀 Big headline: Phoenix to acquire XXX% stake in Island Star Mall Developers Pvt Ltd (ISML) from CPP Investments. Strengthens control over high-performing malls & offices No more minority leakages All cash flows now consolidated ✅" @satyam_sa16 on X 2025-07-25 11:11:08 UTC XXX followers, X engagements
"3 💡 ISML numbers: FY25 EBITDA: XXX cr Cash flow: 9x jump since FY17 Net Debt/EBITDA: Just 1x Operating FCF: XXX cr Phoenix expects massive EBITDA ramp as offices lease up" @satyam_sa16 on X 2025-07-25 11:11:08 UTC XXX followers, X engagements
"1 🔬 Tatwa Chintan Pharmas Q1 FY26 is out: cautious optimism steady growth big R&D bets semiconductors and a clear runway for H2. Heres the full picture investors should track 👇 #EarningsCall #IndianMarkets #Q1Results" @satyam_sa16 on X 2025-07-25 10:20:11 UTC XXX followers, XX engagements
"2 Q1 FY26 Snapshot 📊 Revenue: XXX Mn (-12.6% QoQ) Net Loss: XX Mn (EPS: -1.39) EBITDA Margin: XXXX% 👉 BUT: Monthly Recurring Revenue (MRR) up to XXXX Cr vs. XXXX Cr last quarter. #Earnings #CloudGPU" @satyam_sa16 on X 2025-07-23 03:16:38 UTC XXX followers, XXX engagements
"5 Strategic Playbook 🎯 ✅ CEO back sharper focus on profit volume ✅ Non-SMS push: WhatsApp RCS Voice ✅ AI: Deploying AI firewall & spam protection CPaaS-in-a-box for telcos ✅ Cross-sell: Proximus Global VIX reach ✅ New strategic tie-ups: Salesforce Infosys TechM under implementation ✅ Telecom API play + Digital ID pilots" @satyam_sa16 on X 2025-07-19 13:11:18 UTC XXX followers, XX engagements
"2 Management Tone: Cautious Optimism ⚖ CEO Sunil Duza & team: ✅ Double-digit growth maintained ⚙ Transitory headwinds in growth verticals 💸 Cash flow turned positive (400 cr vs. negative last year)" @satyam_sa16 on X 2025-07-24 03:25:21 UTC XXX followers, X engagements
"1 🔆 Borosil Renewables Q1 FY26: A big India pivot a German exit & a sharp focus on solar glass Strong margins bold expansion & a costly write-off. All you need to know 🧵 #EarningsCall #Renewables #SolarEnergy #Q1Results" @satyam_sa16 on X 2025-07-25 10:34:06 UTC XXX followers, XX engagements
"5 Outlook 📝 FY26 Disbursement: 30000 Cr 📝 FY26 Sanctions: 60000 Cr 📝 Target XX% disbursement done by H1 📝 AUM X lakh Cr by FY27 📝 No corporate tax for 5-7 years (thanks depreciation)" @satyam_sa16 on X 2025-07-24 02:54:23 UTC XXX followers, XX engagements
"6 Risks & Watch Points ⚠ Geopolitics & US tariffs on Sri Lanka exports CAMSO faces XX% tariff (vs. XX% earlier). Talks on. CAMSOs revenue run rate dropped: $213M CY23 $150M now. Intl. realisation lower due to tariffs & one-time private label deal" @satyam_sa16 on X 2025-07-19 13:15:01 UTC XXX followers, XX engagements
"7 Key Strengths: Integration & Utilization ⚙ Best-in-class pig iron utilization (120%+) Fuel efficiency very very good vs peers Disciplined re-invest & dividend track since IPO (Jun 21)" @satyam_sa16 on X 2025-07-24 03:37:02 UTC XXX followers, XX engagements
"1 Shyam Metalics Q1 FY26: Big Volumes Big Margins Big Plans ⚙🚂 The integrated metal player roars ahead with double-digit growth efficient execution & bold expansion bets. Full snapshot 👇 #ShyamMetalics #Steel #IndiaMetals" @satyam_sa16 on X 2025-07-24 03:36:58 UTC XXX followers, XX engagements
"6 Capex & Expansion 🏭 New greenfield brewery in UP ops by Q1 FY27 AP brewery to roll out Kingfisher this month Cooler push: More coolers in X months than last X years combined Premium brand localization: X plants live X more coming Capex rising to high single-digit % of revenue" @satyam_sa16 on X 2025-07-24 07:23:49 UTC XXX followers, XX engagements
"8 Red Flags 🚩 EBIT slide despite revenue growth. CP Italy losses continue. Delays in Vshapes roll-out + lost old customers. GST benefit expiry adds cost. No clear EBITDA/revenue guidance. Execution risk = high" @satyam_sa16 on X 2025-07-23 03:20:41 UTC XXX followers, XX engagements
"8 Bottomline Railways banker Indias infrastructure banker. 💡 Zero NPA 💡 Dirt-cheap capital 💡 Solid tax shield 💡 Iron-clad asset book Execution + cost advantage = compounding machine 🔗 More concalls no noise" @satyam_sa16 on X 2025-07-24 02:54:25 UTC XXX followers, XX engagements
"2 Q1 Snapshot 🍺 ✅ Volume up XX% (10% by cases) ✅ Net Sales up XX% YoY ✅ EBITDA XXX Cr (+10% YoY) ✅ Gross margin XXXX% (-50bps YoY but underlying GP up 100bps) Premium brands: XX% volume growth Kingfisher Ultra Amstel Heineken Silver leading" @satyam_sa16 on X 2025-07-24 07:23:46 UTC XXX followers, XX engagements
"6 Client Metrics: Broad-based Strength 🌍 Top X clients: +5% Top XX clients: +7% $20M+ accounts up from X to X YoY Client stickiness + bigger ticket deals = good signs" @satyam_sa16 on X 2025-07-24 06:57:53 UTC XXX followers, X engagements
"5 Key Guidance 📈 📌 FY26 Volumes: High single-digit growth 📌 FY26 Price/Mix: 4-5% up 📌 Medium term: Double-digit EBITDA margin glide path 📌 Maharashtra: Big upside if spirits tax hikes stay can lift beer growth to double digits" @satyam_sa16 on X 2025-07-24 07:23:48 UTC XXX followers, X engagements
"4 Capacity & Cash 💪 🏭 Phase X at Unit X fully operational @ XX% utilisation. 🧩 Unit X Mahad: Backward integration block H2 FY26 go-live. 💼 XXX Bn in cash & treasury solid liquidity" @satyam_sa16 on X 2025-07-23 05:13:25 UTC XXX followers, XX engagements
"9 What To Watch ⚠ 🌍 Geopolitical blip in May two-week impact 📉 Minor ambiguity in FY25 margin references needs clarity 📌 But luxury market supply gap + brand moat = resilient earnings power" @satyam_sa16 on X 2025-07-23 05:06:08 UTC XXX followers, XX engagements
"7 International Moves 🌏 Mark Print & Codiology: Small but profitable. Add digital printing + automation tech to core business. New Middle East subsidiary to chase niche industrial segments. Diversification mode ON" @satyam_sa16 on X 2025-07-23 03:20:40 UTC XXX followers, XX engagements
"9 Risks: Macro: Clients cautious on budgets project delays MCS softness Europe distortions AI = also a threat to Experience Services (content/marketing budgets at risk) Furlough risk for Q3 (TBC)" @satyam_sa16 on X 2025-07-24 06:57:55 UTC XXX followers, X engagements