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# ![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1135143795492679686.png) @satyam_sa16 Satyam 🇮🇳

Satyam 🇮🇳 posts on X about india, finance, balance sheet, 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135143795492679686/c:line/m:interactions.svg)

- X Week XXXXXX +629%
- X Month XXXXXX +21,229%
- X Months XXXXXX +803%
- X Year XXXXXX +358%

### Mentions: XXX [#](/creator/twitter::1135143795492679686/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135143795492679686/c:line/m:posts_active.svg)

- X Week XXX +203%
- X Month XXX +11,167%
- X Months XXX +3,656%
- X Year XXX +396%

### Followers: XXX [#](/creator/twitter::1135143795492679686/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135143795492679686/c:line/m:followers.svg)

- X Week XXX +36%
- X Months XXX +42%
- X Year XXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::1135143795492679686/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135143795492679686/c:line/m:influencer_rank.svg)

### 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% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[india](/topic/india) 5.43%, [finance](/topic/finance) 2.84%, [balance sheet](/topic/balance-sheet) 2.58%, [h2](/topic/h2) 2.33%, [longterm](/topic/longterm) 2.07%, [luxury](/topic/luxury) 1.81%, [debt](/topic/debt) 1.55%, [h1](/topic/h1) 1.29%, [roadmap](/topic/roadmap) #177, [macro](/topic/macro) XXXX%

**Top accounts mentioned or mentioned by**
[@jigarme12373921](/creator/undefined) [@someshmalik](/creator/undefined)

**Top assets mentioned**
[Delysium (AGI)](/topic/$agi)
### Top Social Posts [#](/creator/twitter::1135143795492679686/posts)
---
Top posts by engagements in the last XX hours

"6/25 📚 Order Book: Unexecuted orders: 8348 Cr 👉 XX% India 👉 X each in Europe & South Africa O&M Portfolio: XXX GW Strong base for growth. #IndianMarkets"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429792393507137) 2025-07-19 04:40:00 UTC XXX followers, XX engagements


"2 Q1 FY26 Highlights 📊 Revenue: 12838 Cr (+95% YoY) EBITDA: XXX Cr (+89% YoY) PAT: XXX Cr (+100% YoY) ROCE: XXXX% Working capital cycle: -X days Net debt: Negative XX Cr balance sheet rock solid"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862017874006134) 2025-07-23 03:31:09 UTC XXX followers, X engagements


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569483226886156) 2025-07-19 13:55:04 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947649299850137923) 2025-07-22 13:25:53 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947859375407960295) 2025-07-23 03:20:39 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883057538863221) 2025-07-23 04:54:45 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882384592146671) 2025-07-23 04:52:05 UTC XXX followers, XX engagements


"📈 Will Yes Bank hit its big turnaround targets Stay tuned for next quarters 🔗 More breakdowns: #IndianBanking #YesBank #Stocks #Q1FY26"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915164714058219) 2025-07-20 12:48:41 UTC XXX followers, XXX engagements


"4 Outlook: Growth Revival 🚀 💬 No FY26 guidance but management confident: No further rev decline expected from here Firewall RCS & map server deals will kick in from Q2+ Mid-teen growth profile targeted over 2-3 years"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946558465352327622) 2025-07-19 13:11:18 UTC XXX followers, XX engagements


"18/25 📉 Receivable Risks: XX Cr impairment = one-off hit. Customer claims XXX Cr part indemnified. Auditors: no extra provisions needed. Legacy clean-up continues. #IndianMarkets"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429824765247556) 2025-07-19 04:40:07 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884753132392869) 2025-07-23 05:01:29 UTC XXX followers, XX engagements


"🔟 Takeaway AGI = glass leader + bold aluminium play. Demand tailwinds clear capacity path strong customer base. If they pull it off double topline steady blended margins Indias only local integrated player in glass & cans. One to watch. 🔗 More smart concall threads:"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856926571929876) 2025-07-23 03:10:55 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862039575335097) 2025-07-23 03:31:14 UTC XXX followers, XX engagements


"11 Red Flags 🚨 Overall SSG just X% lower than dept. store LFL (5%) In tune drag Travel & luggage category: down 30-40% Continued losses in In tune foreseeable Management expects Q2/Q3 to be outliers must deliver"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946914470552633601) 2025-07-20 12:45:56 UTC XXX followers, XX engagements


"8 Risks to Watch ⚠ 🌎 Global stainless demand still tepid. US tariff actions adding caution. 🚢 Global supply chain volatility. 🔥 Geopolitical tensions impact export sentiment"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947892473365516345) 2025-07-23 05:32:10 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856904220512366) 2025-07-23 03:10:50 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946913171073278022) 2025-07-20 12:40:46 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884737886113888) 2025-07-23 05:01:26 UTC XXX followers, XX engagements


"8 Competitive Strategy 🤝 Yes Bank is avoiding risky growth de-focused on low-margin segments like home & auto loans Sticking to profitability market share in large corporate lending Pushing digital & AI-led efficiency to drive long-term cost savings"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915154660380683) 2025-07-20 12:48:39 UTC XXX followers, XX engagements


"7 Capex Timeline & Capacity 🏗 ✅ Glass: +25% capacity via new plant ✅ Aluminium cans: Phase X (Q3 FY28): XXX Mn cans Phase X (2030): XXX Bn cans ✅ Asset turns: glass 0.91.1x cans 1.2x 95%+ capacity utilisation shows demand is real. #Expansion"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856919227732090) 2025-07-23 03:10:53 UTC XXX followers, X engagements


"6 Guidance & Outlook 🔭 FY26 loan growth: 15-17% overall. EV Book to grow 5-8% in FY26 (H2 heavy). Credit cost to stay near 2.5%. NIM may compress in Q2 but stabilise H2 onwards. Deposit rate cuts to benefit fully by Mar 2026"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553943091483048) 2025-07-19 12:53:19 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887169504411852) 2025-07-23 05:11:05 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858377566245078) 2025-07-23 03:16:41 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885900551360827) 2025-07-23 05:06:03 UTC XXX followers, XX engagements


"6 Risks & Watchpoints ⚠ Headcount down by XXX despite freshers onboarding. PAT boost partly from exchange gains/other income watch core ops conversion. DSO up by X days to XX. OCF/PAT slipped to XX% (from 88%) FCF/PAT to XX% (from 68%). 📉 Macro still cautious esp. BFSI spend"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946556517949595884) 2025-07-19 13:03:33 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946570511397609893) 2025-07-19 13:59:10 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884748136976438) 2025-07-23 05:01:28 UTC XXX followers, XX engagements


"9 Risks To Watch ⚠ EV guardrails limit near-term growth. 📉 NIM compression if CASA drag persists. 📍 Geographies like TN Karnataka parts of UP & Gujarat still tough for fresh disbursals. 📌 Old unsecured retail & housing stress pockets remain"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553953824698784) 2025-07-19 12:53:22 UTC XXX followers, XX engagements


"🔟 Investor Lens 🔍 Drivers: ✔ Premiumization lifts margins ✔ Beauty: a growth engine ✔ Loyalty personal shoppers = stickiness & big basket sizes ✔ Cost control + inventory discipline Risks: ⚠ In tune losses & competition ⚠ Heavy depreciation/interest drag ⚠ X of last X quarters = negative profit ⚠ Macro headwinds pooretic impact on discretionary spend"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946914466257613087) 2025-07-20 12:45:55 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882401084150202) 2025-07-23 04:52:08 UTC XXX followers, XX engagements


"4 CASA Pressure 🏦 CASA: 41858 Cr down -XX% QoQ. Seasonality + rate cuts = expected dip. Retail Term Deposits: +34% YoY liability engine getting stronger"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553937039159587) 2025-07-19 12:53:18 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887174357241986) 2025-07-23 05:11:07 UTC XXX followers, XX engagements


"19/25 🏢 Subsidiary Losses: US Australia Dubai subs: no projects only overheads & legal costs. Not from running intl EPC projects. #StockMarketIndia"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429827357220943) 2025-07-19 04:40:08 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553926146560277) 2025-07-19 12:53:15 UTC XXX followers, XXX engagements


"4 Segment Highlights 🔹 SS Bars: 5161 MT All-time high 🔹 SS Pipes: XXX MT lower due to planned 5-year maintenance shutdown. Back online by mid-July expect higher uptime/productivity ahead"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947892462632243324) 2025-07-23 05:32:07 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947737949485081013) 2025-07-22 19:18:09 UTC XXX followers, XX engagements


"5 Whats Driving Growth 🚀 📌 Operating efficiencies: debottlenecking automation energy savings 📌 Premium product focus: shift to high-margin segments 📌 New investments: XXX Cr new glass plant (Madhya Pradesh) 1000 Cr aluminium cans (Uttar Pradesh) #Infra #Manufacturing"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856914236551178) 2025-07-23 03:10:52 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858395681460345) 2025-07-23 03:16:45 UTC XXX followers, XXX engagements


"5 Guidance 🎯 ROA: X% by FY27 XXX% by FY30 NIM for X% ROA: X% Credit growth: 12-15% FY26 RIDF to shrink X% of total advances by FY27 SR recoveries: 1200 Cr for FY26 Digital KPIs (AI GenAI) to be disclosed soon"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915143235056036) 2025-07-20 12:48:36 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428107986174449) 2025-07-19 04:33:18 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887765502496926) 2025-07-23 05:13:27 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947861114064445449) 2025-07-23 03:27:33 UTC XXX followers, XX engagements


"7 Whats Fueling Growth 🔋 Indias rising consumption & young demographics Jios deep tech stack: Unique UBR tech for broadband more scalable than FWA Retail: Diversified omni-channel + quick commerce boom O2C: Limited global refining supply keeps margins firm New Energy: Largest integrated green energy project outside China"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946916240385335438) 2025-07-20 12:52:58 UTC XXX followers, XX engagements


"Indian Hotels is executing a clear premium + asset-light + digital play. Strong brand healthy cash double-digit growth XXX hotel roadmap. One of Indias crown jewels in the making 🏰 DYOR 🔗 More deep concalls: #IHCL #Taj #Hospitality #IndiaInc #Investing"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555776669294833) 2025-07-19 13:00:37 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741573036576981) 2025-07-22 19:32:32 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887771181592920) 2025-07-23 05:13:29 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885919488577676) 2025-07-23 05:06:07 UTC XXX followers, XX engagements


"20/25 🔍 NTPC Project: Kabra X delayed module supply. Time extensions claimed protects revenue. #EarningsCall"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429829840261621) 2025-07-19 04:40:09 UTC XXX followers, XX engagements


"7/25 💰 Debt Position: Gross borrowings down (IRA loan repaid). Net debt up XXX Cr (Bank of Maharashtra disbursement). #StockMarketIndia"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429795010785315) 2025-07-19 04:40:00 UTC XXX followers, XX engagements


"3 India vs Europe: Two Speeds 🧵 🟢 India: Good tractor & truck demand Light vehicles & 2-wheelers soft but new orders flowing in Expect H2 H1 (festive boost monsoon) Margins stable XXXXXX% 🔴 Europe: No recovery in sight; weakness to continue 2+ qtrs Major EV program at Metal Castello delayed 2-3 yrs Competitors in distress consolidation chance #Auto #EV"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855904432656528) 2025-07-23 03:06:51 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887166891430392) 2025-07-23 05:11:05 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946445799694774332) 2025-07-19 05:43:36 UTC XXX followers, XX engagements


"13 Surprises & Red Flags ⚠ EPC down XX% YoY WC cycle dipped to XX days (vs 50-55) due to payables jump. A&P spend low in Q1 will ramp up for B2C push"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946912490463576071) 2025-07-20 12:38:04 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947739619556266495) 2025-07-22 19:24:47 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882380905390508) 2025-07-23 04:52:04 UTC XXX followers, XX engagements


"12 Strategic Moves 🧩 Balance sheet diversification: more secured lending. Retail deposits XX% of book. In-house collection = flexible + AI-enabled. Product cross-sell via RFL BC channel. Deliberate unsecured moderation better risk profile"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946913226937249881) 2025-07-20 12:40:59 UTC XXX followers, XX engagements


"9 Big Picture 🧭 ✅ Payments core: scaling + margin accretive ✅ Lending pivot: quality over quantum ✅ Tech moat: own hardware AI-first ops Non-linear upside: BNPL wallet revival key 📌 Focus: profit flashy GMV"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883771820392932) 2025-07-23 04:57:35 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882390736765251) 2025-07-23 04:52:06 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947861117499498892) 2025-07-23 03:27:34 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887762004447732) 2025-07-23 05:13:27 UTC XXX followers, XX engagements


"🔟 Investor Lens 👀 A transformation phase: Core engine healthy Lean cost base Clear capex discipline Regulatory clarity is key to unlock next wave. 🔗 For more real talk on Indian earnings:"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883775184277998) 2025-07-23 04:57:36 UTC XXX followers, X engagements


"5 Growth Drivers ➕ 💡 Bond market rebounding: Issuances up +62.5% YoY tailwind for Ratings. 🌐 Private market activity strong more specialized services. 🤖 Tech & AI push: Featured in Chartis RiskTech AI50 2025 for AI in commercial banking workflows"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947890505754546626) 2025-07-23 05:24:21 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882397930033586) 2025-07-23 04:52:08 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884745737834677) 2025-07-23 05:01:27 UTC XXX followers, XX engagements


"16/25 📢 Investor FAQs: Q: Why muted order inflow A: ALMM2 & ISTS issues delayed tenders awards shift to Q2/Q3. Q: Cross-border conflict A: 4045 days lost in Rajasthan & Gujarat. #Q1Results"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429818507296889) 2025-07-19 04:40:06 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883062437810242) 2025-07-23 04:54:46 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887157097693335) 2025-07-23 05:11:02 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855918231965972) 2025-07-23 03:06:54 UTC XXX followers, XX engagements


"6 Expansion Plans 📌 🏰 Mumbai BKC: Landmark 250-key hotel with Brookfield JV land at 20-25% discount. 🏰 Udaipur: Adding XX keys new banquet space live in 18-24 months. 📊 Pipeline: XXX keys signed via HMA in Sikkim & Mumbai"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885913398514157) 2025-07-23 05:06:06 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862029663903807) 2025-07-23 03:31:12 UTC XXX followers, X engagements


"🗝 Key Takeaway 🔑 Record Q1. Core biz (W&C) firing. FMEG profitability back. Solar booming. Robust capex pipeline. India infra boom = huge tailwind. Polycab stays a resilient well-run growth story riding Indias expansion wave. 🔗 More concalls: #StockMarketIndia #EarningsCall #Q1Results"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946912494473335058) 2025-07-20 12:38:05 UTC XXX followers, XXX engagements


"22/25 🛠 Strategic Moves: More non-fund based limits 3rd party O&M biz Hybrid EPC + BESS skill build Pilot learnings with Reliance future upside #IndianMarkets"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429835620061448) 2025-07-19 04:40:10 UTC XXX followers, XX engagements


"3 🏨 RevPAR & Segments: RevPAR XX% ADR X% Occupancy XXX bps Room mix: Retail XX% MICE/Weddings XX% Contracted XX% Crew X% F&B revenue XX% driven by banquets & catering"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687053708235046) 2025-07-17 03:28:37 UTC XXX followers, XX engagements


"💡 LTIMindtree Q1 FY26: New CEO same momentum. Revenue up margins expanding largest deal win ever AI pivot big order book and solid execution in a tricky macro. Heres what you need to know 👇 #LTIMindtree #ITservices #AI #Earnings"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946556501692391580) 2025-07-19 13:03:29 UTC XXX followers, XX engagements


"🧵 1/25 ⚡ Sterling & Wilson Renewable Energy Q1 FY26: Big numbers. Bigger pipeline. Solar EPC + BESS + Hybrid = major clean energy push. Heres what you need to know about Indias solar giant 🧵👇 #EarningsCall #Q1Results"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429779202499035) 2025-07-19 04:39:56 UTC XXX followers, XXX engagements


"6 🌍 New Moves: F&B brand Avartana launched internationally (France) ITC Ratnadipa Colombo debut strong traction Greenfield projects: Puri & Vizag + Bhubaneswar expansion Sustainability edge: LEED Zero Water + Zero Carbon certified"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687064344678839) 2025-07-17 03:28:39 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887171928789107) 2025-07-23 05:11:06 UTC XXX followers, XX engagements


"6 Growth Drivers 🚀 ✔ Adding X lakh borrowers/month ✔ XX new branches opened in Q1 XXX planned for FY26 ✔ Retail finance share up XXX% of portfolio (vs XXX% LY) ✔ Foreign borrowing push: Target 2530% by FY28 Core MFI book to grow 1015% sustainably"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947860173672091663) 2025-07-23 03:23:49 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855907788034234) 2025-07-23 03:06:52 UTC XXX followers, XX engagements


"9 Big Takeaway 📌 ICICI Bank is playing prudent offense robust profits fortress capital sharp asset quality focused expansion. Caution where needed. Positioned to ride Indias growth upswing. #ICICIBank #Q1FY26 #Investing"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910091481112697) 2025-07-20 12:28:32 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883064870469874) 2025-07-23 04:54:47 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885916921774473) 2025-07-23 05:06:07 UTC XXX followers, XX engagements


"3 Order Book Strong 💪 📦 Order book: 6533 MT worth 2868 Mn. 📈 Domestic market demand solid energy defence oil & gas driving volumes"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947892460153409908) 2025-07-23 05:32:07 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862015349035340) 2025-07-23 03:31:08 UTC XXX followers, XX engagements


"7 Risks & Red Flags ⚠ ⚡ Slippages ticked up: 1458 Cr (MFI & micro biz pockets) ⚡ Wholesale deposit degrowth funding watch ⚡ Repo rate cuts short-term NIM pressure ⚡ High competition possible pricing indiscipline in market"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915151078473791) 2025-07-20 12:48:38 UTC XXX followers, XX engagements


"2 Financial Highlights 💡 Contribution Margin: XX% (vs XX% YoY) IBITDA: Positive Payments biz break-even. Fin Services Revenue: XXX Cr No loan disbursal value disclosed shift to distribution-only model no confusion as lender. DLG down XX% lenders trust the book"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883752870297812) 2025-07-23 04:57:31 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883755487515066) 2025-07-23 04:57:31 UTC XXX followers, XX engagements


"3 Drivers of Outperformance 🔑 🛏 Occupancy: XXXX% XX% (+4pp) 💲 ADR: +13% 📍 Double-digit growth in all markets 🍽 F&B: XX% of revenue (+16% YoY) 🛎 Retail: XX% of business (+17%) 🏨 HMA Fees: +20%"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885906117202173) 2025-07-23 05:06:04 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947858374391173577) 2025-07-23 03:16:40 UTC XXX followers, XXX engagements


"13 📈 Dividend payout up to 77%. Treasury surplus invested in debt MFs & alternative FOF. Actively eyeing M&A opportunities 🔍 #MutualFunds #HDFCAMC"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027452264067181) 2025-07-18 02:01:14 UTC XXX followers, XX engagements


"5 Balance Sheet Strength 🏦 💼 Net Debt: XXX Cr 0.3x Net Debt/EBITDA 🟢 Upgraded to AA (stable). ✅ Strong IPO impact robust runway for capex & expansion"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885910982594672) 2025-07-23 05:06:05 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947855898619351333) 2025-07-23 03:06:50 UTC XXX followers, XX engagements


"2 Hotels Pipeline & Accelerate 2030 🏨 🎯 400+ hotels milestone this July 🎯 XXX hotels by 2030 Q2 & full-year outlook: double-digit revenue growth with sustained margins. 30+ new hotels to open this year momentum picks up from September"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555755660030222) 2025-07-19 13:00:32 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887164408402233) 2025-07-23 05:11:04 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947884755661521396) 2025-07-23 05:01:30 UTC XXX followers, XX engagements


"2 🗣 Mgmt confident: Industry AUM: XXXX Trillion 7x in XX yrs +10 Trillion added in last X months alone. HDFC AMC: crossed X Trillion AUM mark #HDFCAMC #MutualFunds"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027424174702632) 2025-07-18 02:01:08 UTC XXX followers, XX engagements


"2 Q1 Highlights 📊 Revenue: XXX Cr (+8% YoY) EBITDA: XX Cr (+25% YoY) EBITDA Margin: X% (+125 bps YoY) PAT: XXX Cr (margin XXX% impacted by amortisation & lower IPO income) FCF: Positive for 3rd straight quarter XX Cr"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947861101737349334) 2025-07-23 03:27:30 UTC XXX followers, XX engagements


"4 Research & Analytics Mixed Bag 📉 🔬 Revenue: XXXXX Cr +1.3% YoY 💵 Profit: XXXXX Cr down XXX% YoY ⚠ Margin slipped to XXXX% 💡 New logos added in buy-side data analytics & benchmarking. 🔍 Discretionary spend still cautious among global banks"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947890503347015823) 2025-07-23 05:24:20 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947892467791208950) 2025-07-23 05:32:09 UTC XXX followers, XX engagements


"1 Sunteck Realty kicked off FY26 with its highest ever Q1 pre-sales bookings XXX cr up XX% YoY. 🚀 #RealEstate #LuxuryHomes X Collections for Q1 stood at XXX cr slightly up YoY but management expects stronger momentum as new launches get built out. 🏗"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431225977299378) 2025-07-19 04:45:41 UTC XXX followers, XX engagements


"7 Management Take 🎙 Indias long-term story intact. Talent hiring in full swing to cover outflows. Clear line of sight for flow recovery. Lending book to recover fast. Cost discipline key margin & ROE tailwinds ahead"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908609331548280) 2025-07-20 12:22:38 UTC XXX followers, XX engagements


"7 Expansion & Capex 🚧 🏭 Bright Bar Project: On track to commission in Q3 FY26. 🔋 New Solar Power Supplies: Now active. 🔍 Eyeing deeper value chain higher-grade high-margin segments"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947892470869856669) 2025-07-23 05:32:09 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741565386166546) 2025-07-22 19:32:31 UTC XXX followers, XXX engagements


"⚙ JSW Steel Q1 FY26: Strong domestic sales record auto volumes big expansions & raw material security. A robust play on Indias growth. Key highlights inside: #EarningsCall #IndianMarkets #StockMarketIndia"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946911648524247351) 2025-07-20 12:34:43 UTC XXX followers, XX engagements


"1 Paytm Q1 FY26 🧵 Cautious optimism clear pivot: ✅ Profitable IBITDA ✅ XX% contribution margin ✅ Payments solid lending calibrated Will the BNPL & wallet overhang lift Lets unpack 👇 #Paytm"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883750400135436) 2025-07-23 04:57:30 UTC XXX followers, XX engagements


"6 ⚡ Risks & Watchpoints: Q1 lower QoQ vs Q4 seasonal tax planning impact not structural. Heavy competition from discount brokers & banks but mgmt bets on trust + physical reach. NBFC book quality decent but growth must stay clean"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947737952429428811) 2025-07-22 19:18:09 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569470979518864) 2025-07-19 13:55:02 UTC XXX followers, 1530 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741588345786622) 2025-07-22 19:32:36 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856908985242060) 2025-07-23 03:10:51 UTC XXX followers, XX engagements


"9 Sustainability Angle 🌱 XX% energy from wind/solar. Focus on carbon sequestration. Partnerships + innovation core to growth"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887768321019918) 2025-07-23 05:13:28 UTC XXX followers, XX engagements


"12 Baazar Style Retail Ltd. XX Bajel Projects Ltd. XX Capri Global Capital Ltd. XX Central Bank Of India XX Clean Science And Technology Ltd. XX Deepak Fertilisers And Petrochemicals XX Dodla Dairy Ltd. XX Dr. Lal Pathlabs Ltd. XX E.I.D. - Parry (India) Ltd. XX E2E Networks Ltd. XX Engineers India Ltd. XX Eureka Forbes Ltd. XX FDC Ltd. XX Fiem Industries Ltd. XX GMM Pfaudler Ltd. XX Heritage Foods Ltd. XX Home First Finance Company India Ltd"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569474884382783) 2025-07-19 13:55:02 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569479049424916) 2025-07-19 13:55:03 UTC XXX followers, 1159 engagements


"📌 Sunteck Realty Q1 FY26 Earnings Thread 🧵 Luxury demand record pre-sales robust BD heres what you need to know 👇"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431223548825951) 2025-07-19 04:45:41 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887154673459550) 2025-07-23 05:11:02 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947887750797033816) 2025-07-23 05:13:24 UTC XXX followers, XX engagements


"7 Risks To Watch 👀 🚩 Elevated credit costs MFI Credit Cards South mortgages 🚩 NIM compression amid repo cuts & competition 🚩 Integration challenges post-acquisition 🚩 Tough mortgage competition"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909435013849172) 2025-07-20 12:25:55 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883059984142462) 2025-07-23 04:54:46 UTC XXX followers, XX engagements


"21/25 📊 BESS Numbers: EPC: XXXX Cr per MW Revenue: 3040 lakh/MWh for BOS. Contribution low now will ramp up fast. #Q1Results"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429832709259634) 2025-07-19 04:40:09 UTC XXX followers, XX engagements


"1 🚨 HDB Financial Services just dropped their first-ever earnings call post-IPO. Big retail-focused NBFC granular book and a cautiously optimistic outlook. Heres a crisp 🧵 on all you need to know: 👇 #EarningsCall #Q1FY26"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945545483784692108) 2025-07-16 18:06:04 UTC XXX followers, XXX engagements


"8 Capex & New Bets 🏗 5G SA rollout + UBR hardware manufacturing XX CBG plants giga factories for solar battery electrolyzers Kelvinator IP acquisition FMCG expansion Jio Games Jio AI Cloud Jio PC launched FMCG business demerger under regulatory approval"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946916244029952500) 2025-07-20 12:52:59 UTC XXX followers, XX engagements


"8 Risks ⚠ LED TVs weak in Q1 recovery expected in Q2 Govt. JV approvals (Longcheer HKC Vivo) Awaiting PN3 green light PLI ends FY26 but backward integration & scale to cover it"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947862036345720855) 2025-07-23 03:31:13 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947538752169251315) 2025-07-22 06:06:36 UTC XXX followers, XXX engagements


"💡 Low-cost global zinc leader + India infra story + critical minerals = watchlist. 🔗 More insights DM for notes or connect: #Stocks #Vedanta #Earnings"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910822867062967) 2025-07-20 12:31:26 UTC XXX followers, XX engagements


"5/25 💸 Operating Profit: Op AITA: XXX Cr (7% margin) Reported AITA: XXX Cr (5.8% margin +175% YoY) PAT: XX Cr vs X Cr YoY High tax due to standalone profit & global projects. #EarningsCall"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429789612687592) 2025-07-19 04:39:59 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909407075586410) 2025-07-20 12:25:49 UTC XXX followers, XX engagements


"9 Bottom Line 📌 Hindustan Zinc is doubling down record cost efficiency strong silver big capacity push & critical minerals pivot. Margins hold cash returns flow. ESG box ticked. Execution is key. #HindustanZinc #Q1FY26 #Metals #Investing"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910819599466500) 2025-07-20 12:31:25 UTC XXX followers, XXX engagements


"5 Balance Sheet 💪 Net Debt: 1246 Cr Net Debt / EBITDA: 0.54x among the strongest in sector. Finance cost halved YoY. Healthy cash position = ready to bid for ports rail logistics assets. #Infra #DebtFree #GrowthCapex"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947741575490244914) 2025-07-22 19:32:33 UTC XXX followers, XX engagements


"📌 XXX One Wam Q1 Solid top-line record profit sharp on growth levers. Short-term attrition pains but BNK & UBS lift scale & reach. Indias wealth wave remains the core moat. 🔗 For more: #360OneWam #Q1FY26 #Finance"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908615648121339) 2025-07-20 12:22:40 UTC XXX followers, XXX engagements


"🧩 MPS Ltd. Q1 FY26: A soft start but a sharper pivot to margin discipline AI-led ops & smart M&A. A quarter where Education soared AJ was trimmed Corporate Learning reset all to build a stronger base for FY26-27. Heres the snapshot 👇 #MPS #EdTech #Publishing #Q1FY26"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946557510527427024) 2025-07-19 13:07:30 UTC XXX followers, XXX engagements


"🏦💡 ICICI Bank Q1 FY26: Resilient performance in a slow macro strong profit robust capital caution in unsecured retail. All the numbers & narrative you need: 👇 #ICICIBank #Q1FY26 #Banking"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910050788037053) 2025-07-20 12:28:22 UTC XXX followers, XX engagements


"17/25 💡 Softening Costs: Module price drop = better margins. Tariff war & US duties helped renegotiate turnkey prices. #EarningsCall"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429821158085071) 2025-07-19 04:40:06 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947883055185834136) 2025-07-23 04:54:44 UTC XXX followers, XX engagements


"18 💪 HDFC AMC: XXXX% share of Indias individual investors most preferred. Direct channel: to XXXX% (was XXXX% last year) Fintech SIP flows from B30 towns growing fast. #Q1Results"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027474762273263) 2025-07-18 02:01:20 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947539287903539438) 2025-07-22 06:08:44 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569486792016072) 2025-07-19 13:55:05 UTC XXX followers, 1501 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947856924130873422) 2025-07-23 03:10:54 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947882387502993574) 2025-07-23 04:52:05 UTC XXX followers, XX engagements


"7 Retail Finance: The Big Bet 🏦 Retail loans = unsecured biz loans + mortgage pilots 1300 Cr unsecured biz loans mostly 3-yr tenures Mortgage just scaling: XXX Cr Diversification underway with focus on asset quality discipline"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947860176700400055) 2025-07-23 03:23:50 UTC XXX followers, X engagements


"2/25 🗣 Management Commentary: Global CEO CK Takur: FY26 will be a strong year for Indias solar EPC market. CFO Ajit Satav Singh: Solid top line stronger balance sheet more non-fund based limits. #IndianMarkets"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429782004310159) 2025-07-19 04:39:57 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559400283681279) 2025-07-19 13:15:01 UTC XXX followers, XX engagements


"💼📈 XXX One Wam Q1 FY26 Record profit strong AUM growth but attrition bites. Indias wealth story intact. BNK & UBS boost scale. Heres the full snapshot: 👇 #360OneWam #Q1FY26 #WealthManagement"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908581741379814) 2025-07-20 12:22:32 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947859385587540191) 2025-07-23 03:20:41 UTC XXX followers, XX engagements


"4 Why It Matters 🎯 ⚡ Outpaced Indian luxury peers (RevPAR +20% vs industry +10%). ⚡ Leela = Indias only pure play luxury chain. ⚡ Net Promoter Score of XX XX points above peers. ⚡ RevPAR premium 3x vs market avg"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885908537352674) 2025-07-23 05:06:05 UTC XXX followers, X engagements


"6 Cost Discipline is KING 👑 Q1 other expenses fell sharply: Bad debts down Travel ads optimised Focus on renegotiating inputs packing outsourcing. Cash conserved. No fresh big capex. Dividend hike possible. #ValueStocks #MarginExpansion"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947740559952765294) 2025-07-22 19:28:31 UTC XXX followers, XX engagements


"1 Big Picture 📊 Management stays cautiously optimistic. RBI easing: ✅ Repo rate -100bps since Feb 2025 ✅ CRR cut -100bps India: XXX% GDP growth & XXX% CPI forecast. Macro looks supportive but Bandhans EV book still drags"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553928759611688) 2025-07-19 12:53:16 UTC XXX followers, XX engagements


"5 Growth Drivers ➕ ✅ Make in India policy tailwind. ✅ New customers: X added in Q1. ✅ New products: Grade T91 Tube trial delivered more value-added pipeline. ✅ Accreditations: AS9100D for aerospace secured; IBR & Norsok M650 in progress"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947892465232711858) 2025-07-23 05:32:08 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947885922420461752) 2025-07-23 05:06:08 UTC XXX followers, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1947859381498089914) 2025-07-23 03:20:40 UTC XXX followers, XX engagements


"🪙⚡ Hindustan Zinc Q1 FY26: Record production lowest cost big expansion bets steady in a soft metal cycle. Key numbers & roadmap inside: #HindustanZinc #Vedanta #Metals"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910787106415048) 2025-07-20 12:31:18 UTC XXX followers, XXX engagements


"🏦 Yes Bank Q1 FY26: Turning the page on profitable growth X straight quarters of profit growth stable asset quality & digital push but can they hit the X% ROA Key takeaways for investors 👇 #YesBank #Banking #Q1Results"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915124192969156) 2025-07-20 12:48:32 UTC XXX followers, XXX engagements


"9 Big Picture 🗂 ✔ X quarters of profit growth ✔ Steady asset quality ✔ Better cost ratios ✔ Clear margin gameplan Near-term: repo rate cuts = slight NIM squeeze. Long-term: riding retail CASA + digital + recoveries path to X% ROA by FY27"  
![@satyam_sa16 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1135143795492679686.png) [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915160872087921) 2025-07-20 12:48:40 UTC XXX followers, XX engagements