# ![@soumeet_sarkar Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::728571299228876800.png) @soumeet_sarkar Soumeet Sarkar

Soumeet Sarkar posts on X about india, ipo, lakh, strong the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::728571299228876800/interactions)
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- [--] Week [------] -27%
- [--] Month [-------] -28%
- [--] Months [---------] +94%
- [--] Year [---------] -2.20%

### Mentions: [--] [#](/creator/twitter::728571299228876800/posts_active)
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- [--] Week [--] -30%
- [--] Month [--] -9%
- [--] Months [---] +56%
- [--] Year [---] +6.90%

### Followers: [------] [#](/creator/twitter::728571299228876800/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::728571299228876800/c:line/m:followers.svg)

- [--] Week [------] +0.37%
- [--] Month [------] +1.70%
- [--] Months [------] +10%
- [--] Year [------] +21%

### CreatorRank: [-------] [#](/creator/twitter::728571299228876800/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::728571299228876800/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  49% [countries](/list/countries)  15% [stocks](/list/stocks)  10% [financial services](/list/financial-services)  1% [technology brands](/list/technology-brands)  1%

**Social topic influence**
[india](/topic/india) 11%, [ipo](/topic/ipo) 9%, [lakh](/topic/lakh) 9%, [strong](/topic/strong) #2641, [debt](/topic/debt) 6%, [business](/topic/business) 6%, [growth](/topic/growth) 5%, [morgan stanley](/topic/morgan-stanley) #55, [bank](/topic/bank) 5%, [stocks](/topic/stocks) 4%

**Top accounts mentioned or mentioned by**
[@ndtvprofitindia](/creator/undefined) [@soumeetsarkar](/creator/undefined) [@sharad9dubey](/creator/undefined) [@bloombergquint](/creator/undefined) [@darshanvmehta1](/creator/undefined) [@yatinmota](/creator/undefined) [@nirajshah](/creator/undefined) [@flameoftruth](/creator/undefined) [@reliancejio](/creator/undefined) [@airtelpresence](/creator/undefined) [@swapchak1975](/creator/undefined) [@vibhavsethi2](/creator/undefined) [@_nirajshah](/creator/undefined) [@mur_att](/creator/undefined) [@marketsday](/creator/undefined) [@grok](/creator/undefined) [@lnarayananmn](/creator/undefined)

**Top assets mentioned**
[Morgan Stanley (MS)](/topic/morgan-stanley) [Novartis AG (NVS)](/topic/novartis) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Q3 Updates Gist #AvenueSupermarts Weak; 13% growth YoY Vs 15.4% in Q2 Vs 17.5% in Q3FY25 #MARICO revenue ahead; volumes inline #Nykaa revenue to grow at the upper end of mid-20% YoY #PNB - strong loan growth; domestic loan growth at +4.5% QoQ vs 3.6% last quarter #Bajajfinance growth slow; customer additions strong #MahindraFinance disbursement growth of 30% QoQ and 7% YoY; asset quality improving #BankofIndia - domestic loan growth remain strong; improved to 15.1% YoY vs. 14.7% YoY in Q2 #RBLBank weak; growth moderated to 2% QoQ Vs +6% in Q2 #AUSmall strong; gross loans grew by +6.5% QoQ Vs"  
[X Link](https://x.com/soumeet_sarkar/status/2007974486487048633)  2026-01-05T00:36Z 20.4K followers, 12.9K engagements


"Positive for Aurobindo Pharma and Negative For Cipla Respirent and Lannett receive final approval for gAdvair Diskus Lannett is owned by Aurobindo Pharma; acquired back in July-25 Cipla also has filed its generic copy for Advair in [----] and awaiting for the final approval #Cipla #Aurobindo https://twitter.com/i/web/status/2010947371627397403 https://twitter.com/i/web/status/2010947371627397403"  
[X Link](https://x.com/soumeet_sarkar/status/2010947371627397403)  2026-01-13T05:29Z 20.4K followers, [----] engagements


"Citi on ICICI Lombard - Tactical Sell By Citi Maintain Sell; TP at Rs [----] Growth revived in 3Q but market competitiveness remains high ICICI Lombard commands high scarcity premium due to demonstrated track record and absence of any listed peer Shift to IFRS entry of new players in GI and listing of incumbent likely to drive de-rating #ICICILombard https://twitter.com/i/web/status/2011291066784498057 https://twitter.com/i/web/status/2011291066784498057"  
[X Link](https://x.com/soumeet_sarkar/status/2011291066784498057)  2026-01-14T04:15Z 20.4K followers, [----] engagements


"Vodafone Idea Analyst Meet Takeaways- TALL Task Ahead Focus now on sustained customer additions double-digit revenue growth and grow cash EBITDA 3x in [--] years Looking at Rs [-----] crore of debt fund raise Not considering equity infusion right now; will look at it after [--] years Both promoters are deeply committed and will take a call on equity infusion when needed Industry needs to consider tariff hike; for VI tariff hike is important to triple EBITDA in [--] years Will invest close to Rs [--] lakh cr in next [--] years; of which Rs [-----] cr will be via debt and remaining Rs [-----] cr Will wait for"  
[X Link](https://x.com/soumeet_sarkar/status/2016497531274858634)  2026-01-28T13:04Z 20.4K followers, [----] engagements


"Dealing rooms indicate - BSE - Buzz of potential hike in options STT in Budget on Sunday Apollo Hospital - Buy flows on institutional desk And many more #BSE #ApolloHospital 'Heard On The Street': @Soumeet_sarkar brings you the latest buzz from the dealing rooms. https://t.co/deXsjyWlGy 'Heard On The Street': @Soumeet_sarkar brings you the latest buzz from the dealing rooms. https://t.co/deXsjyWlGy"  
[X Link](https://x.com/soumeet_sarkar/status/2017163909334270362)  2026-01-30T09:12Z 20.4K followers, [----] engagements


"Vedanta In FOcus Nuvama on Vedanta Maintain Buy with TP of Rs [---] Sharp correction in stock reflects panic only/profit booking Contribution of silver is really very small in Vedanta so one should avoid panic while silver prices fell All other triggers in stock like demerger volume growth cost reduction dividend exist #Vedanta https://twitter.com/i/web/status/2017818094090310029 https://twitter.com/i/web/status/2017818094090310029"  
[X Link](https://x.com/soumeet_sarkar/status/2017818094090310029)  2026-02-01T04:31Z 20.4K followers, [----] engagements


"Varun Beverages - Weak Set Net Profit At [---] Cr Vs [---] cr est EBITDA GU 10.2% At [---] Cr Vs [---] Cr est Margin At 15.2% Vs [----] est #VarunBeverages"  
[X Link](https://x.com/soumeet_sarkar/status/2018576237569163389)  2026-02-03T06:44Z 20.4K followers, [----] engagements


"Tube Investments In Focus Tube Investments falls as much as 9% - biggest fall since September [----] Why Incremental FCF being redirected toward EV scale-up constrains capital allocation Current burn rate implies funding needs beyond Rs [---] cr Murugappa family holding restructuring likely to sustain elevated holdco discount on CG Power delaying value-unlocking catalysts #TubeInvestment #MurugappaGroup https://twitter.com/i/web/status/2019287911922082162 https://twitter.com/i/web/status/2019287911922082162"  
[X Link](https://x.com/soumeet_sarkar/status/2019287911922082162)  2026-02-05T05:52Z 20.4K followers, [----] engagements


"DLF In Focus - Citi Upgrades Citi on DLF Upgrade to Buy from Neutral; TP at Rs [---] DLF leads in ultra-luxury segmental mix balance sheet strength and inventory discipline DLF trades below historical averages DLF leading the way in Balancing Development and Annuity DLF leading the way DLF is the true ultra luxury player #DLF https://twitter.com/i/web/status/2019335713058357751 https://twitter.com/i/web/status/2019335713058357751"  
[X Link](https://x.com/soumeet_sarkar/status/2019335713058357751)  2026-02-05T09:02Z 20.4K followers, [----] engagements


"Bharti Airtel - Overall inline; no surprises India mobile growth on the back of subscriber addition and ARPU growth Broadband reported strong growth owing to strong subscriber additions DTH business reported weak numbers; EBITDA lowest in atleast the last [--] quarters Enterprise segment EBITDA highest in atleast the last [--] quarters Consolidated net debt at Rs [------] crore vs Rs [------] crore In Q3 Jio outperforms peers on the back of strong subscriber additions #Airtel #Jio #vodafoneidea #Bharti #Reliance #Birla #Telecom #Q3FY26 https://twitter.com/i/web/status/2019418321440108703"  
[X Link](https://x.com/anyuser/status/2019418321440108703)  2026-02-05T14:30Z 20.5K followers, [----] engagements


"Positive for MCX #MCX Spark on MCX SEBI's consultation paper proposes the likely easing of SGF This will boost EBIDTA margin by 4-6% for MCX Spark on MCX SEBI's consultation paper proposes the likely easing of SGF This will boost EBIDTA margin by 4-6% for MCX"  
[X Link](https://x.com/soumeet_sarkar/status/2019620266280927286)  2026-02-06T03:52Z 20.5K followers, [----] engagements


"Godrej Properties In Focus - Morgan Stanley Upgrades MS on Godrej Prop Upgrade to Overweight from Equal-weight; TP at Rs [----] Valuation has turned compelling F27 pre-sales growth could be better vs. peers #GodrejProperties"  
[X Link](https://x.com/soumeet_sarkar/status/2019621388487930222)  2026-02-06T03:57Z 20.5K followers, [----] engagements


"Nuvama on Cigarette Stocks Worst is behind for Cig Stocks Price hikes have started and Cig Volumes may not see a double digit decline Next year Cigarette prices have increased sharply showing pricing power Rs 2-7 per stick hike taken in many parts of Portfolio Expect companies to implement [--] staggered price hikes over the next few months to offset tax impact Dont expect Tax hikes to be withdrawn Don't expect any significant tax hikes in next [--] years which provides medium/long term visibility Given concerns in other defensive sectors like IT sector due to AI disruptions investors are looking"  
[X Link](https://x.com/anyuser/status/2019667520811331599)  2026-02-06T07:00Z 20.5K followers, 16.4K engagements


"PB Fintech - negative PB FINTECH SAID TO REVIVE $1 BILLION FUNDRAISE Bloomberg"  
[X Link](https://x.com/soumeet_sarkar/status/2019712564008267929)  2026-02-06T09:59Z 20.5K followers, [----] engagements


"PolicyBazaar In Focus Will Fundraise Overhang remain Bloomberg reported company to revive fund raise plan of $1 billion PB Fintech is yet to completely DENY INTERNATIONAL ACQUISITION PLAN and FUND RAISE PLANS Share price fell to its lowest in [--] months at Rs [----] when company was supposed to consider fund raise But rose from Rs [----] to Rs [----] when they cancelled fund raise board meet Bloomberg Says Fund raise was cancelled owing to share price fall Company to do fundraise after completing consultations with existing shareholders and prospective investors Company appointed Kotak Mahindra"  
[X Link](https://x.com/soumeet_sarkar/status/2020696904250847285)  2026-02-09T03:10Z 20.5K followers, [----] engagements


"Suzlon - Negative MS on Suzlon Downgrade to Equal-weight from Overweight; Cut TP to Rs [--] from Rs [--] Headwinds new order inflows & risk on execution See risk to order inflows as renewable bidding activity has been significantly lower in 9MFY26 Execution challenges for the RE developers could pose a risk of slower offtake for Suzlon turbines #Suzlon https://twitter.com/i/web/status/2020706655407935809 https://twitter.com/i/web/status/2020706655407935809"  
[X Link](https://x.com/soumeet_sarkar/status/2020706655407935809)  2026-02-09T03:49Z 20.5K followers, [----] engagements


"Mankind Pharma - GST Search GST DEPARTMENT SEARCH AT UNIT BHARAT SERUMS"  
[X Link](https://x.com/soumeet_sarkar/status/2020793995119456726)  2026-02-09T09:36Z 20.5K followers, [----] engagements


"Aurobindo Pharma In Focus USFDA investigation ongoing in Unit [--] as per dealers #aurobindopharma 'Heard On The Street': @Soumeet_sarkar brings you the latest buzz from the dealing rooms. https://t.co/28tN0BZnsq 'Heard On The Street': @Soumeet_sarkar brings you the latest buzz from the dealing rooms. https://t.co/28tN0BZnsq"  
[X Link](https://x.com/soumeet_sarkar/status/2021149882195624440)  2026-02-10T09:10Z 20.5K followers, [----] engagements


"As indicated earier on @NDTVProfitIndia Heard On The Street segment. Aurobindo Pharma says USFDA concludes inspection at Unit-7. Form [---] issued with [--] observations Unit [--] is estimated to house 150+ cumulative ANDA filings (20% of the US portfolio) It includes 40-50 pending applications that support the companys annual 25-30 product launch guidance Given that new launches from Unit [--] typically command 10-15% higher EBITDA margins any delay in approvals would directly compress FY27 margins Warning Letter would defer the US launch pipeline and entail incremental remediation costs without"  
[X Link](https://x.com/soumeet_sarkar/status/2021386652413985055)  2026-02-11T00:51Z 20.5K followers, [----] engagements


"Astral Supreme Industries In Focus - Positive - Price Hike+Strong Demand PVC Resin Price have been revised upwards by Rs 1.5/kg w.e.f. from 11th Feb'26 Total hike now stands at Rs 8.5/kg on YTD basis Dealers indicate strong demand and expect additional restocking happening at channel level #Astral #SupremeIndustries"  
[X Link](https://x.com/soumeet_sarkar/status/2021442074558841276)  2026-02-11T04:32Z 20.5K followers, [----] engagements


"IndiGo In Focus - Big positive; full compliant with pilot norms now IndiGo informs DGCA it will comply with new FDTL norms IndiGo has stated all necessary operational rostering and monitoring arrangements are being put in place IndiGo to comply with new FDTL norms from 11th February #IndiGo https://twitter.com/i/web/status/2021461444047655327 https://twitter.com/i/web/status/2021461444047655327"  
[X Link](https://x.com/soumeet_sarkar/status/2021461444047655327)  2026-02-11T05:48Z 20.5K followers, [----] engagements


"M&M - Big Margin Miss of [---] bps Revenue At [-----] Cr Vs Estimate Of [-----] Cr EBITDA At [----] Cr Vs Estimate Of [----] Cr EBITDA Margin At 13.7% Vs Estimate Of 14.7% Net Profit At [----] Cr Vs Estimate Of [----] Cr #Mahindra"  
[X Link](https://x.com/soumeet_sarkar/status/2021474003001729078)  2026-02-11T06:38Z 20.5K followers, [----] engagements


"Divis Lab In FOcus - Strong margins; labour code impact bottomline EBITDA margins at 34.2% vs 31.9% est #DIvisLab"  
[X Link](https://x.com/soumeet_sarkar/status/2021482734879998285)  2026-02-11T07:13Z 20.5K followers, [----] engagements


"Brokerages on Lenskart - Bullish Citi Maintain Neutral; Hike TP to Rs [---] from Rs [---] Strong Growth and Margin; Valuations Cap Upside Potential Macquarie Maintain Outperform; Hike TP to Rs [---] from Rs [---] Q3 EBITDA beat on strong India performance Jefferies Maintain Buy; Hike TP to Rs [---] from Rs [---] Crystal Clear Vision - Driving Growth to Deliver Margins MS Upgrade to Overweight fromEqual-weight; Hike TP to Rs [---] from Rs [---] Massive Beat; Raising the Bar #lenskart #Q3FY26 https://twitter.com/i/web/status/2021758173909250153 https://twitter.com/i/web/status/2021758173909250153"  
[X Link](https://x.com/soumeet_sarkar/status/2021758173909250153)  2026-02-12T01:28Z 20.5K followers, [----] engagements


"BHEL In Focus - Morgan Stanley Tactical Buy Strong demand in OFS MS on BHEL Maintain Overweight with TP of Rs [---] Tactical BUY Believe the share price will rise over the next [--] days Believe this correction should be used to accumulate the stock Underlying fundamentals remain strong Beneficiary of renewed traction on coal orders Simultaneously diversifying its industrials business Expect new orders with better terms to start contributing to profits from FY27 onward #BHEL https://twitter.com/i/web/status/2021790054499439101 https://twitter.com/i/web/status/2021790054499439101"  
[X Link](https://x.com/soumeet_sarkar/status/2021790054499439101)  2026-02-12T03:34Z 20.5K followers, [----] engagements


"Paint - Negative - Multi-year de-rating underway says Morgan Stanley; Growth in low single digit MS on Paint Sector #AsianPaints Maintain Underweight; Cut TP to Rs [----] from Rs [----] #BergerPaints Maintain Underweight; Cut TP to Rs [---] from Rs [---] #KansaiNerolac Maintain Underweight; Cut TP to Rs [---] from Rs [---] Growth volatility over the past two quarters reinforces that predictability of growth in the paints sector is waning Incumbents are guiding for mid-to-high single-digit value growth over the medium term Weakening moats low growth and elevated valuations continue to support our"  
[X Link](https://x.com/soumeet_sarkar/status/2021796561194475639)  2026-02-12T04:00Z 20.5K followers, [----] engagements


"PI Industries In Focus - Negative As per January-26 export data Pyroxasulfone priced down to $69/kg down 15% YoY Pyroxasulfone would be 50% of PIs CSM business and about 40% of consolidated sales Source: Nuvama #PIIndustries"  
[X Link](https://x.com/soumeet_sarkar/status/2021801894457569518)  2026-02-12T04:21Z 20.5K followers, [----] engagements


"Citi on PI Industries Double Downgrade Downgrade to Sell from Buy; Cut TP to Rs [----] from Rs [----] Q3 Below; Weak FY26 Guidance from Kumiai + Price Cuts in Pyroxasulfone Kumiai guides for a decline in Axeev (pyroxasulfone) sales over Nov25-Oct26 #piindustries"  
[X Link](https://x.com/soumeet_sarkar/status/2022156661654532116)  2026-02-13T03:51Z 20.5K followers, [----] engagements


"Aurobindo Pharma In Focus MIP Imposed on PenG 6-APA and Amoxicillin DGFT has issued Notification moving Penicillin G 6-APA and Amoxicillin from free to restricted list if these products are imported below specific price floors New MIP is: - Penicillin G: Rs 2216/kg ($24) - Amoxicillin: Rs 2733/kg ($30) - 6-APA: Rs 3405/kg ($37.01) This will be effective immediately for [--] year (until Jan 2027) This is key positive for Aurobindo Pharma Analysts believe this can lead to Rs 600-700 cr EBITDA upgrade in FY27 #AurobindoPharma #MIP #PenicillinG https://twitter.com/i/web/status/2016852741306667414"  
[X Link](https://x.com/soumeet_sarkar/status/2016852741306667414)  2026-01-29T12:35Z 20.5K followers, [----] engagements


"Divis In Focus - Negative Novartis December [----] quarter results reveal - Entresto sales at $1.25bn down 45% Sales down due to US generic entry Entresto drug contributes 8% to Divis topline #DivisLab"  
[X Link](https://x.com/soumeet_sarkar/status/2019263997460287647)  2026-02-05T04:17Z 20.5K followers, [----] engagements


"Slower growth expected in [----] for Entresto and Kisqali Divis is key supplier to Novartis for both the drug #Divis Divis In Focus - Negative Novartis December [----] quarter results reveal - Entresto sales at $1.25bn down 45% Sales down due to US generic entry Entresto drug contributes 8% to Divis topline #DivisLab Divis In Focus - Negative Novartis December [----] quarter results reveal - Entresto sales at $1.25bn down 45% Sales down due to US generic entry Entresto drug contributes 8% to Divis topline #DivisLab"  
[X Link](https://x.com/soumeet_sarkar/status/2019265757016985800)  2026-02-05T04:24Z 20.5K followers, [----] engagements


"Oberoi Realty In Focus - Citi Downgrades Citi on Oberoi Realty Downgrade to Neutral from Buy; Cut TP to Rs [----] from Rs [----] Pre-Sales Set to Moderate MMR Fragmentation to intensify Annuity Mix Improving but Insufficient Near-Term Offset #OberoiRealty"  
[X Link](https://x.com/soumeet_sarkar/status/2019337481746018782)  2026-02-05T09:09Z 20.5K followers, [----] engagements


"Citi on PI Industries - Downgrade to Sell Citi on PI Industries Double Downgrade Downgrade to Sell from Buy; Cut TP to Rs [----] from Rs [----] Q3 Below; Weak FY26 Guidance from Kumiai + Price Cuts in Pyroxasulfone Kumiai guides for a decline in Axeev (pyroxasulfone) sales over Nov25-Oct26 #piindustries Citi on PI Industries Double Downgrade Downgrade to Sell from Buy; Cut TP to Rs [----] from Rs [----] Q3 Below; Weak FY26 Guidance from Kumiai + Price Cuts in Pyroxasulfone Kumiai guides for a decline in Axeev (pyroxasulfone) sales over Nov25-Oct26 #piindustries"  
[X Link](https://x.com/soumeet_sarkar/status/2022157542768656822)  2026-02-13T03:55Z 20.5K followers, [----] engagements


"25 bps rate cut Banks - SBI least impacted; ICICI Bank most impacted NBFCs - M&M Finance least impacted; LIC Housing most impacted #RBI #RateCut #RepoRate #Bank #nbfc"  
[X Link](https://x.com/soumeet_sarkar/status/1887726793475453037)  2025-02-07T04:55Z 20.4K followers, 14K engagements


"Trump Tariff - if 25% imposed on pharma Revenue Contribution of companies From US Aurobindo Pharma- 46% Cipla- 28% Lupin-37% Dr Reddys Lab- 46% Torrent Pharmaceuticals- 10% Impact of 10% tariffs on Earning Per Share #DrReddys Lab-6.5% #Zydus Lifesciences-6% #Aurobindo Pharma- 5.5% #lupin - 4.5% #Cipla-4% #SunPharma -1% #TorrentPharmaceuticals-0.8% Source: HSBC #Pharma #Trump #India #TrumpTariffs"  
[X Link](https://x.com/soumeet_sarkar/status/1892036159712395589)  2025-02-19T02:19Z 20.4K followers, 93.7K engagements


"Key Insider Trading Data Promoters have been buying shares from open market amid the market fall MAHARASHTRA SEAMLESS - [------] shares - 0.41% equity DEEPAK NITRITE - [-----] shares (second day of buying) Godrej Properties - [-----] shares JSPL - [-----] shares B.L.KASHYAP AND SONS - [-----] shares KEWAL KIRAN CLOTHING - [-----] shares NCC - [------] shares SAGAR CEMENTS - [----] shares USHA MARTIN - [-----] shares #Promoter #Insider #PromoterBuying #JSPL #GodrejProperties #DeepakNitrite #NCC #UshaMartin"  
[X Link](https://x.com/soumeet_sarkar/status/1892388517877080421)  2025-02-20T01:39Z 20.4K followers, 11.9K engagements


"Zomato In Focus - big passive inflow tomorrow Big inflow of $391 million expected in Zomato owing to Nifty rejig; nearly [---] times its 20-day average volume will get bought tomorrow Stock down 26% YTD Consensus target price at Rs [---] - return potential 38% #Zomato"  
[X Link](https://x.com/anyuser/status/1904747617487036537)  2025-03-26T04:09Z 20.4K followers, [----] engagements


"Oswal Pumps In Focus Rs [---] crore fundraise from anchor investors like SocGen BNP Paribas ICICI Pru Fastest growing vertically integrated solar pump manufacturers in India Supplying solar powered agricultural pumps to players participating under PM Kusum Scheme Tata Power Solar one of the key clients Fund raise to lead to debt reduction by Rs [---] crore Revenue grew at a CAGR of 45%+ Profit up from Rs [--] cr to Rs [---] cr At upper price band of Rs [---] the P/E ratio is 24.2x AB Money Arihant Capital BP Equities GEPL Capital SBI CAP have APPLY rating for the IPO"  
[X Link](https://x.com/anyuser/status/1933454885845930480)  2025-06-13T09:22Z 20.4K followers, 111K engagements


"Lotus IPO IN Focus Developer of residential and commercial premises in Mumbai Backed by ace investors like - Ashish Kacholia and many other Bollywood celebrities Focuses on Redevelopment Projects in the Ultra Luxury Segment and Luxury Segment Has [--] Ongoing Projects with a developable area of [----] million square feet Has [--] Upcoming Projects with a developable area of [----] million square feet Funds will be used for project development Revenue stands at 550cr in FY25 and profit is [---] cr With over 91% YoY PAT growth it is watched by everyone. Raised Rs [---] cr from Anchor Investors - Tata Nippon"  
[X Link](https://x.com/soumeet_sarkar/status/1950225345933938947)  2025-07-29T16:02Z 20.4K followers, 49.2K engagements


"Laurus Labs In Focus - Big Positive; Entry into Semaglutide +61% YoY growth to $35mn in exports The data shows sample batch of Semaglutide shipped to Hungary #lauruslabs"  
[X Link](https://x.com/soumeet_sarkar/status/1955511798297428329)  2025-08-13T06:08Z 20.4K followers, 12.2K engagements


"GST Impact Heatmap Sectors that stand to benefit if there is a cut #GSTReforms #GST #GSTUpdate #gstrate #GSTRateCut #Nifty #Sensex #StockMarket #StockMarketIndia"  
[X Link](https://x.com/soumeet_sarkar/status/1957284985125134356)  2025-08-18T03:34Z 20.4K followers, 12.5K engagements


"Vikran Engineering IPO In Focus One of the fast-growing Indian EPC company Marquee investors like Ashish Kacholia Mukul Agrawal own stake Company focuses on power water smart meter solar and high-speed rail projects Revenue/EBITDA/PAT grew at CAGR of 32%/42%/35% over FY23-25 FY25 EBITDA margins at 17.5% Vs sector average of 11%-12% Order Book at Rs [----] crore 2.5x FY25 revenue Raised Rs [-----] cr from anchor investors - Societe General Bank of India Mutual Fund Nippon India Mutual Fund [---] one Equity Fund #VikranEngineeringIPO"  
[X Link](https://x.com/soumeet_sarkar/status/1961309069421285660)  2025-08-29T06:04Z 20.4K followers, 108.8K engagements


"Why Reliance Industries Down In Trade Jio Platform IPO process has started Jio Platform listing will happen in H1CY26 Why Negative For RIL Shareholders In the IPO process existing RIL shareholders dont get anything Moreover the holding company discount comes in for RIL 20%/30% holding company discount shaves off Rs 100/Rs [---] from value #Reliance #RIL #JioPlatform #RelianceJio #relianceagm #relianceagm2025"  
[X Link](https://x.com/soumeet_sarkar/status/1961363436258152872)  2025-08-29T09:40Z 20.4K followers, 35.4K engagements


"Eternal and Swiggy In Focus Jefferies Says Levy of GST at 18% on local delivery services would be a slight negative for Eternal and Swiggy #Zomato #Blinkit #Swiggy #Eternal"  
[X Link](https://x.com/soumeet_sarkar/status/1963432524996071652)  2025-09-04T02:42Z 20.4K followers, [----] engagements


"Divis Lab and Laurus Lab In Focus - Strong export data Pharma Export Data For August [----] Laurus Labs export value for Aug-25 was USD37.4mn growing 94% YoY/6% MoM Divis exports data shows 5% YoY/32% MoM growth to USD89mn for Aug-25 Neuland Labs - USD12mn for Aug-25 433% YoY/250% MoM Blue Jet healthcare - The data shows export value of USD3.9mn for Aug-25 vs. USD8mn in Aug-24 and USD4.8mn in July-25 Syngene - USD7mn for Aug-25 vs. USD12mn in Aug-24 and USD8mn in July-25 #Laurus #Divis #Pharma"  
[X Link](https://x.com/soumeet_sarkar/status/1967798237470822751)  2025-09-16T03:50Z 20.4K followers, [----] engagements


"Ganesh Consumer Products IPO Price Band Rs 306-322 Issue Size Rs [---] crore Fresh issue of Rs [---] crore to be used for debt repayment and capex Largest in wheat-based derivatives such as maida sooji and dalia Third-largest brand in packaged whole wheat flour Market Leader in Eastern India FY25 portfolio includes [--] products across [---] SKUs up from [---] SKUs in FY23 Delivered Revenue/EBITDA/PAT CAGR of 18.0%/16.5%/14.3% over FY23-25 Debt-to-equity reduced from [----] in FY23 to [----] in FY25 ROE improved from 14.21% in FY23 to 15.81% in FY25 ROCE rose from 14.96% in FY23 to 19.81% in FY25 Company"  
[X Link](https://x.com/anyuser/status/1970441589399929247)  2025-09-23T10:54Z 20.4K followers, 19.3K engagements


"PSU Banks In Focus - SBI BoB Government is considering raising the foreign investment limit in these lenders from the current 20% as per reports If the limit goes up from 20% to 49% could lead to passive inflows as SBI Bank of Baroda Canara Bank and PNB are part of MSCI and FTSE indices As per analysts SBI could see the highest inflow followed by Bank of Baroda Canara Bank and PNB #SBI #BankofBaroda #CanaraBank #PNB #PSUBanks"  
[X Link](https://x.com/soumeet_sarkar/status/1970702944623354012)  2025-09-24T04:12Z 20.4K followers, 13.4K engagements


"Pace Digitek link covered on Smallcap Buzzers show - [----] pm yesterday. Stock up as much as 7% in trade Morgan Stanley Asia (Singapore) bought [--] lakh shares at [------] Growth Drivers 25+ GWh BESS tenders announced in India. Mandatory BESS use in renewable and hybrid projects driving demand. Local manufacturing and EPC strength support policy-led growth. [--] GWh Bangalore plant can generate Rs [----] cr revenue. Strongly placed to capture rising BESS market share. #PaceDigitek #IPO #Markets #StockMarkets Smallcap Buzzers: Morgan Stanley picks [--] lakh shares of Pace Digitek. Here is Varsha"  
[X Link](https://x.com/soumeet_sarkar/status/1975789126512181423)  2025-10-08T05:03Z 20.4K followers, 12.2K engagements


"Tata Communications In Focus Has large land bank which TCS can use for developing Data Centre in India This could provide potential monetisation of surplus land DC-to-DC connectivity business can see boost for Tata Communications with TCS expanding DC footprint TCS spoke of synergies with group cos on call which means TCS & Tata Comm may work closely #TataCommunications #TCS #DataCenter"  
[X Link](https://x.com/soumeet_sarkar/status/1976502534479987102)  2025-10-10T04:18Z 20.4K followers, 26.1K engagements


"Tata Group Companies That Benefit From Tata Sons Listing Shapoorji Pallonji Group pushes for Tata Sons listing Tata Sons directly holds stake in [--] listed companies Value of its holding in these companies stand at close to Rs [--] lakh crore Tata Sons had a net cash of Rs [----] crore as of FY25 Tata Sons also owns stake in multiple unlisted entites and has JVs Entities inlcude the likes of Air India Tata Advanced Systems Tata Digital Tata Realty Tata Electronics and many others Book Value of unlisted entities as of FY25 Rs [-----] crore Tata Sons value could be close to Rs [--] lakh crore (see image"  
[X Link](https://x.com/soumeet_sarkar/status/1977389776568209760)  2025-10-12T15:03Z 20.4K followers, 80K engagements


"Midwest IPO IN Focus Price Band - Rs [----] to Rs [----] per Issue Size - Rs [---] crore India's Leader in black galaxy and absolute black granite Quartz processor catering to engineered stone and solar glass segments Diversifying into heavy mineral sands and Rare Earth Elements Fund being used for capex purpose Anchor Investor - Kotak MF Axis MF Goldman Sachs AMC Aditya Birla Sun Life ITI MF and Edelweiss MF EBITDA/PAT CAGR of 38.5%/40.5% over FY23-25 Ventura Securities has Apply rating Midwest continues to innovate and capture growing demand maintaining its leadership in the granite and processed"  
[X Link](https://x.com/soumeet_sarkar/status/1978414757729239208)  2025-10-15T10:56Z 20.4K followers, 33.9K engagements


"Piramal Pharma and Blue Jet In Focus Kotak Securities on Pharma Piramal Pharma Maintain Buy; Hike TP to Rs [---] from Rs [---] - 60%+ Upside Blue Jet Upgrade to Buy from Add; Cut TP to Rs [---] from Rs [---] New molecules to spice up the hypercholesterolemia space ObicetrapibPiramal Pharmas gain is Blue Jets loss #PiramalPharma #BlueJet"  
[X Link](https://x.com/soumeet_sarkar/status/1980555812826456295)  2025-10-21T08:44Z 20.4K followers, 16.6K engagements


"Lenskart Valuations At the upper end of the price band Market Cap on Listing will be close to Rs [-----] crore At Rs 402/share FY25 Price-to-sales is 10.5x #Lenskart #IPO #LenskartIPO #Valuations"  
[X Link](https://x.com/soumeet_sarkar/status/1982622556709425394)  2025-10-27T01:37Z 20.4K followers, 26.3K engagements


"Why FII Buy Figure Was Rs [-----] Crore FII converted futures position to cash Buying figure wasnt due to fresh inflows It was largely an expiry-driven technical shift FIIs closed out [------] stock futures contracts reducing their total open positions to [----] million contracts from [----] million a day earlier These positions were not rolled over meaning FIIs took delivery of underlying cash stocks instead This mandatory delivery on expiry inflated the days cash market buying figure #StockMarketIndia #Nifty50 #Sensex #FIIs #fiidata"  
[X Link](https://x.com/soumeet_sarkar/status/1983343984245182807)  2025-10-29T01:23Z 20.4K followers, 90.3K engagements


"SBI IN Focus Board approves IPO of SBI Funds Management Bank to sell 6.3% stake through IPO SBI Funds contributed around 8% to SBIs SOTP value Among SBI subsidiaries SBI Funds is the second most value subsidiary SBI Life is the most valued subsidiary Analyst value SBI Funds at around Rs [---] lakh crore #SBI #SBIMF #SBIFunds #AMC #MutualFund"  
[X Link](https://x.com/soumeet_sarkar/status/1986342615621710289)  2025-11-06T07:59Z 20.4K followers, 11.1K engagements


"Jindal Steel In Focus Looking to acquire Thyssenkrupp Steel Thyssenkrupp spokesperson confirmed that they are currently in confidential talks with Jindal Steel International and employee representatives regarding a possible sale of Thyssenkrupp Steel Acquisition could cost northwards of Rs [-----] crore Potential acquisition could be an overhang #JindalSteel Citi on Jindal Steel Initiates TACTICAL SELL Think the sharp correction in Q3 EBITDA/t to Rs [----] from Rs [-----] in Q2 9M volume growth estimate of 2% could result in earnings downgrades This is despite the upward move in steel prices from"  
[X Link](https://x.com/soumeet_sarkar/status/2009114341019426890)  2026-01-08T04:06Z 20.4K followers, [----] engagements


"Paytm In Focus Analysts believe price hike will be taken to offset the impact of PIDF Investec Price action can be taken to offset the impact of cancellation of these schemes A Rs 10/mth hike in monthly rentals on soundbox can offset this revenue loss almost entirely Emkay Some of this impact could be mitigated by not deploying unprofitable devices Impact could be mitigated by increasing the pricing of the subscription Arihant Capital A simple Rs 10/month hike in soundbox rentals (from current Rs 100/month) would nearly fully offset this revenue loss #paytm"  
[X Link](https://x.com/soumeet_sarkar/status/2014596615349457170)  2026-01-23T07:10Z 20.4K followers, [----] engagements


"Steel Stocks In Focus - Jindal Steel JSW Steel and Tata Steel JSW STEEL CFO: See scope for MORE STEEL price hike Source: Bloomberg #JSPL #JSWSteel #TataSteel #Steel https://twitter.com/i/web/status/2016375719593705846 https://twitter.com/i/web/status/2016375719593705846"  
[X Link](https://x.com/soumeet_sarkar/status/2016375719593705846)  2026-01-28T05:00Z 20.4K followers, [----] engagements


"Eicher Motors In Focus Tactical Buy Citi on Eicher Motors Maintain Buy; Hike TP to Rs [----] from Rs [----] Opening 90-Day Positive Catalyst Watch Royal Enfields Volume Growth Momentum Is Robust VECV Benefits from Strong Demand Q3 results could benefit from higher operating leverage Jan26 registrations are already up 24%YoY pointing to a strong wholesale print VECV should benefit from an uptick in industry-wide demand #Eicher https://twitter.com/i/web/status/2017809742463209504 https://twitter.com/i/web/status/2017809742463209504"  
[X Link](https://x.com/soumeet_sarkar/status/2017809742463209504)  2026-02-01T03:58Z 20.3K followers, [----] engagements


"Dixon Tech - Negative PLI for mobile and IT hardware at just Rs [----] cr vs Rs 9000cr"  
[X Link](https://x.com/soumeet_sarkar/status/2017859527778152954)  2026-02-01T07:16Z 20.3K followers, 12.1K engagements


"Paytm In Focus - Bernstein Sees 39% upside Bernstein on Paytm Maintain Outperform with TP of Rs [----] Union Budget for FY27 marks a U-turn in the governments subsidy support for Indias digital payments ecosystem Government reinstating UPI incentives at Rs [----] cr for FY27E and sharply revising FY26 allocations upward to Rs [----] cr This comes against expectations that UPI incentives could be phased out The announcement provides visibility on continued policy support for payments infrastructure A clear positive for Paytm partially offsetting the impact from the discontinuation of PIDF incentives"  
[X Link](https://x.com/soumeet_sarkar/status/2017899166303944786)  2026-02-01T09:53Z 20.3K followers, [----] engagements


"Asian Paints In Focus - Crude Down and Price Hikes Taken Nuvama on Asian Paints Crude is down 5% today and is a key RM for paints players Expect 11% Vol growth for Asian Paints in Q4 New Paint player is likely to move to a more rational strategy with the price hikes taken earlier in Jan Expect reversal of 10% promotion in [--] liter pack Expect new CEO to further implement a rational approach in terms of pricing and rebating Valuation-wise it is now in a comfortable zone #AsianPaints https://twitter.com/i/web/status/2018179032081457154 https://twitter.com/i/web/status/2018179032081457154"  
[X Link](https://x.com/soumeet_sarkar/status/2018179032081457154)  2026-02-02T04:25Z 20.3K followers, [----] engagements


"BEL - Morgan Stanley Big Upgrade In Target MS on BEL Maintain Overweight; Hike TP to Rs [---] from Rs [---] BEL has multi-year revenue visibility given its large order book Its average indigenization is 7073% Some large programs in pipelines like QRSAM and Kusha are largely indigenous by design BEL is looking to increase its exports and non-defence business over the medium term BEL has been delivering strong earnings #BEL #BharatElectronics https://twitter.com/i/web/status/2018184085659963834 https://twitter.com/i/web/status/2018184085659963834"  
[X Link](https://x.com/soumeet_sarkar/status/2018184085659963834)  2026-02-02T04:45Z 20.3K followers, 11.1K engagements


"IndiGo In Focus - air traffic growth slow; PLFs decline January [----] Domestic air traffic grew just 5.5% January [----] International air traffic grew just 6.4% IndiGo passenger load factor slips [---] bps YoY to 87.8% Alert: IndiGo had guided for 10% capacity growth for Q4 IndiGo guided for passenger unit Revenue to decline by early to mid-single-digit #IndiGo #AirTraffic #Aviation https://twitter.com/i/web/status/2018189315613045055 https://twitter.com/i/web/status/2018189315613045055"  
[X Link](https://x.com/soumeet_sarkar/status/2018189315613045055)  2026-02-02T05:06Z 20.4K followers, [----] engagements


"BofA on India-US Trade Deal Effective tariffs may drop from 35% to 12-13% Could provide India with significant relief and a competitive rate across the region with the Russian oil penalties being removed as well India will be agreeing to stop purchasing Russian crude oil purchase more crude oil from US and Venezuela Provide significant relief to Indias export sector especially labor intensive areas such as gems & jewelry textiles agricultural products and engineering goods See growth upside risks to Indias FY27 GDP projections of 6.8% Already see reasonable growth in high frequency indicators"  
[X Link](https://x.com/soumeet_sarkar/status/2018495242031542290)  2026-02-03T01:22Z 20.4K followers, 14.8K engagements


"JioFiber Plans and comparison with Airtel @BloombergQuint @darshanvmehta1 @YatinMota @_nirajshah"  
[X Link](https://x.com/soumeet_sarkar/status/1169796084735995905)  2019-09-06T02:14Z 20.4K followers, [---] engagements


"From net debt of Rs [----] lakh crore to Rs [----] cr @flameoftruth @reliancejio Selling another 2.62% stake in Jio Platforms will allow Jio Platform to get listed without IPO process"  
[X Link](https://x.com/soumeet_sarkar/status/1272157098252500994)  2020-06-14T13:21Z 20.4K followers, [---] engagements


"Market Rumours On WhatsApp Groups: RIL planning for bonus 2:1 for every [--] shares one share worst case or 1:1 announcement might come in AGM Why this can't be true RIL has partly paid shares. company with partly paid shares cannot issue bonus shares"  
[X Link](https://x.com/soumeet_sarkar/status/1275270022437302272)  2020-06-23T03:30Z 20.4K followers, [---] engagements


"Biggest Positive In @Airtel_Presence Q2:- [---] crore 4G subscriber additions & [---] lakh broadband additions Growth in ARPU without tariff hike reflects the confidence of high paying consumers in Airtels network"  
[X Link](https://x.com/soumeet_sarkar/status/1321102647278010370)  2020-10-27T14:53Z 20.4K followers, [---] engagements


"Stock In Focus - BEML Last day to buy shares in demerged entity BEML Land Assets Co. to be listed on exchanges Share issue ratio is 1:1 New entity will hold non-core land assets of BEML Antique Stock Broking values land bank at Rs 640/share (36% of value)"  
[X Link](https://x.com/soumeet_sarkar/status/1567327659130224640)  2022-09-07T01:43Z 20.4K followers, [---] engagements


"Logistic stocks in focus India to unveil national logistics policy on Sep [--] *Aim Of The Policy* Seamless movement of goods Bring down logistics cost to 9% of GDP from 14% Promoting logistics infrastructure Transparency and Compliance Ease of doing business"  
[X Link](https://x.com/soumeet_sarkar/status/1569925873016643584)  2022-09-14T05:47Z 20.4K followers, [--] engagements


"Adani Enterprises promoter buys shares worth Rs [---] cr from open market. Bought [--] lakh shares today"  
[X Link](https://x.com/soumeet_sarkar/status/1570062881328345090)  2022-09-14T14:52Z 20.4K followers, [---] engagements


"On Sept. [--] [--] and [--]. Adani Enterprises' Promoter yet again bought shares worth Rs [---] cr. [-----] lakh shares from open market Also now in Adani Green the promoter bought shares worth Rs [--] cr. [--] lakh shares from open market Adani Enterprises promoter buys shares worth Rs [---] cr from open market. Bought [--] lakh shares today Adani Enterprises promoter buys shares worth Rs [---] cr from open market. Bought [--] lakh shares today"  
[X Link](https://x.com/soumeet_sarkar/status/1571880603804643328)  2022-09-19T15:15Z 20.4K followers, [---] engagements


"Westlife Foodworld gains 10% in [--] days. The company presented its [----] vision - store expansion higher revenue margin expansion and more cashflows. On the sidelines Anurag Jatia - promoter group - has sold [---] lakh shares from Dec [--] to Dec 5"  
[X Link](https://x.com/soumeet_sarkar/status/1600001937776476160)  2022-12-06T05:39Z 20.4K followers, [--] engagements


"Paytm to consider buyback on Dec [--] IPO Issue Price:- Rs [----] CMP:- Rs [---] 76% discount How Much Can It Buyback Cash:- Rs [----] cr Networth:- Rs [-----] cr Funds that can be used for buyback:- Rs [----] cr Maximum Tender Route:- Rs [----] cr Open Market:- Rs [----] cr"  
[X Link](https://x.com/soumeet_sarkar/status/1601004666531491840)  2022-12-09T00:03Z 20.4K followers, [---] engagements


"IOCL BPCL HPCL MRPL Chennai Petroleum and RIL In Focus Singapore GRMs fall 70% in one day From $2.7/bbl to $0.8/bbl Singapore GRM at its lowest level since October [--] [----] From [----] peak of $14.33/bbl on January [--] it has now fallen below $1/bbl mark"  
[X Link](https://x.com/soumeet_sarkar/status/1652183851941388288)  2023-04-29T05:31Z 20.4K followers, 20.1K engagements


"Everything About The Reliance Retail Share Cancellation What Did RIL Say Step-down subsidiary Reliance Retail will cancel [--] lakh shares held by few public shareholders Pubic shareholders who hold 0.07% stake will get Rs 1362/share"  
[X Link](https://x.com/soumeet_sarkar/status/1678024620845469696)  2023-07-09T12:53Z 20.4K followers, 41K engagements


"Chemical Price Check (MoM) Phthalic Anhydride/Phenol prices 9%/7% 👎for IGPL/Thirumalai/Deepak Nitrite Methanol price 9% 👎for RCF & Navin Phenol prices 7% 👍for Clean Science TDI prices 4% 👎for GNFC & 👍for Sheela Foam #Chemical #prices #stockstowatch"  
[X Link](https://x.com/soumeet_sarkar/status/1731658669065220467)  2023-12-04T12:56Z 20.4K followers, 15K engagements


"Chemical Channel Check Acetic Acid Up 4.4% MoM positive for GNFC while negative for Laxmi Organic/Jubilant Ingrevia Caustic Soda Down 1.3% MoM negative for Grasim DCM Shriram GACL while positive for Arvind Mills GNFC GSFC Meghmani Organics #channelcheck #Chemicals"  
[X Link](https://x.com/soumeet_sarkar/status/1742718712929800467)  2024-01-04T01:24Z 20.4K followers, 48.5K engagements


"December [----] export data shows SRF has reported de-growth of 40% YoY Analysts believe SRFs yearly guidance of single-digit growth warrants a revision downwards. #SRF #export"  
[X Link](https://x.com/soumeet_sarkar/status/1744631303012835643)  2024-01-09T08:04Z 20.4K followers, 62.5K engagements


"Chemical Price Check Acetic Acid Down 5.1% MoM negative for GNFC while positive for Laxmi Organic/ Jubilant Ingrevia Caustic Soda Increased 13.4% MoM negative for Deepak Nitrite GNFC GSFC while positive for Grasim DCM Shriram #channelcheck #chemicals"  
[X Link](https://x.com/soumeet_sarkar/status/1775332478427001069)  2024-04-03T01:20Z 20.4K followers, 30.5K engagements


"Chemical Prices #ChannelCheck April [----] Fluorspar 7.6% MoM ➕for Gujarat Fluorochemicals Navin Fluorine SRF Caustic Soda 4.7% MoM ➖for Deepak Nitrite GNFC GSFC while ➕for Grasim DCM Shriram Phenol/ Acetone spread 7% - ➕for Deepak Nitrite #chemicals"  
[X Link](https://x.com/soumeet_sarkar/status/1785530998962163811)  2024-05-01T04:45Z 20.4K followers, 20.8K engagements


"Elcid Investments is one interesting counter Owns 2.95% stake in Asian Paints; Value of its stake is Rs [----] cr Bt Elcid Investment MCAP is mere Rs [--] lakh Elcid equity base is just [--] lk shares & 75% owned by Vakil Family (promoters) [--] Elcid = [---] Asian Paints #Elcid #SEBI Holding Companies In Focus SEBI introduces special call auctions with no price bands for price discovery of investment holding companies These typically trade at a higher discount than the intrinsic value of their holdings Sebis new framework tries to address this gap #SEBI https://t.co/vunwXwlzv6 Holding Companies In Focus"  
[X Link](https://x.com/soumeet_sarkar/status/1804167337852944887)  2024-06-21T14:59Z 20.4K followers, 86.8K engagements


"Good report by Jefferies here on Wedding. Rs [--] lakh crore market size Second largest consumption category 8-10 mn wedding annually - highest globally Didnt mention stock though. but generally #Titan #VedantFashions #KalyanJewellers #Senco #Ethos #Raymond #IndianHotels"  
[X Link](https://x.com/soumeet_sarkar/status/1804861167988302187)  2024-06-23T12:56Z 20.4K followers, 12.4K engagements


"HBL Power Analyst Day Takeaways Cut rev. guid. to Rs [----] cr Vs Rs [----] cr FY25; EBITDA margin to be 19% Cut as new tenders were delayed due to general elections Tenders from KAVACH are likely to come in H2FY25 Telecom battery segment - key growth driver #kavach #HBLPOWER"  
[X Link](https://x.com/soumeet_sarkar/status/1810467056577626297)  2024-07-09T00:12Z 20.4K followers, 23K engagements


"Nuvama Alternative MSCI predictions. OFSS Mphasis and Zydus Life on border line. #MSCI"  
[X Link](https://x.com/soumeet_sarkar/status/1812746381179695157)  2024-07-15T07:09Z 20.4K followers, 24.6K engagements


"Bold move by Macquarie to initiate coverage on ITC ahead of budget. Initiate Outperform with TP of Rs [---] Rising non-cigarette EBIT contribution See above-peer EBIT growth for the key cigarette Tailwinds across FMCG and hotels offset weakness in paper #ITC #Budget2024"  
[X Link](https://x.com/soumeet_sarkar/status/1814689705885143337)  2024-07-20T15:51Z 20.4K followers, [----] engagements


"BEL and Trent In Focus To be included in Nifty [--] replacing LTIMindtree and Divis Announcement in second half of August Trent to see inflows of $497 million BEL to see inflows of $442 million Source: Nuvama #BEL #Trent"  
[X Link](https://x.com/soumeet_sarkar/status/1821427400862814280)  2024-08-08T06:05Z 20.4K followers, 13.3K engagements


"Mining News Update Worst case impact Tata steel - Rs 173.5bn (Rs 14/share) Sail - Rs 29.8bn (Rs 7/share) Coal India - approx Rs60bn (Rs10/share) Jsw Steel - Rs 48bn (Rs20/sh) Hz - Rs 27.7bn (Rs6.6/sh) HINDALCO VEDANTA and NMDC will have negligible impact Source: Nuvama"  
[X Link](https://x.com/soumeet_sarkar/status/1823600273840812046)  2024-08-14T05:59Z 20.4K followers, 41.3K engagements


"Jefferies on Zomato Maintain Buy with TP of Rs [---] In a surprising-yet-interesting move Zomato has announced QIP QIP despite $1.2bn on books with rising FCF in food Media reports indicate a likely raise of US$1bn with Zomato applying to RBI to cap FII holding at 49% This move if confirmed will convert Zomato into a 'domestic' co. This will enable 1P (inventory) model in quick commerce which improves profitability This may also result in stock deletion from MSCI The process of FII cap may take time in our view Foreign firms cannot run an inventory led 1P model and need to restrict operations"  
[X Link](https://x.com/soumeet_sarkar/status/1847967184800162151)  2024-10-20T11:44Z 20.4K followers, 49.7K engagements


"Kalyan Jewellers In Focus Stock tanked 35% so far in January [----] Mutual Funds have an exposure of Rs [----] cr Motilal Oswal has the highest exposure - nearly 54% of the total MF exposure and 6% of MOSL MF AUM #KalyanJewellers #motilaloswal #MutualFund"  
[X Link](https://x.com/soumeet_sarkar/status/1881004459377238431)  2025-01-19T15:43Z 20.4K followers, 25K engagements


"Promoter Buying Action - AGRO TECH FOODS - [-----] BCL Industries - [------] Best Agrolife - [-----] Dee Development Engineers - [-----] Godrej Properties - [------] JINDAL DRILLING - [-----] LA OPALA RG - [-----] NCC - [----] SESHASAYEE PAPER - [-----] SHAKTI PUMPS - [----] Sobha - [-----] T D POWER SYSTEMS - [-----] USHA MARTIN - [-----] #Promoter #PromoterBuying #insiders #InsiderTransaction"  
[X Link](https://x.com/soumeet_sarkar/status/1896722201753383154)  2025-03-04T00:39Z 20.4K followers, 23.4K engagements


"Who Among FIIs Sold Indian Equities FII have sold nearly $35+ billion of Indian equities in last 5-months What Led To Sell-Off Non-India Factors: Global Equity to Debt shift as US yields rose to 4.5% Shift of funds from India to other emerging markets and Developed Markets India-Specific Factors: High valuations Earnings growth in single digit Slowdown in CAPEX Tight liquidity and lower credit growth constrained the economy Who Are these FII Investors Selling India FPI AUM in India has fallen by 13% between September [----] to January [----] Investment managers advisors University Fund AMC"  
[X Link](https://x.com/soumeet_sarkar/status/1896731692427317530)  2025-03-04T01:17Z 20.4K followers, [----] engagements


"Trump Tariffs To Begin Indian Stocks To Watch Out For - #Chemical Industry Impact - #PIIndustries #UPL #JubilantIngrevia - Manufacturers of top [--] chemicals imported by US #Auto Ancillaries Industry Impact - #SAMIL #BharatForge #SonaBLW #JKTyre #Balkrishna #SundaramFasteners #TimkenIndia - Direct exposure to US but impact may be limited - Some indirect impact seen due to complex nature of auto supply chains - Customers heavily reliant on Mexico manufacturing to serve US markets - Ford GM VW Group BMW Mercedes manufacture in Mexico & Canada #Metal Industry Impact - #Vedanta #Hindalco #NALCO"  
[X Link](https://x.com/soumeet_sarkar/status/1896761314128646276)  2025-03-04T03:15Z 20.4K followers, [----] engagements


"OMC IN Focus - HPCL BPCL IOCL - Double Dhamaka Brent Crude has fallen to $71/bbl the lowest level in [----] Every Rs 0.5/litre change in fuelmargins usually impacts EBITDA by IOCL 7% BPCL 8% HPCL 11% Singapore GRMs have spiked again above $5.4/bbl levels the highest level in [----] Generally every $1/bbl rise inGRM For MRPL impact EBITDA by Rs [----] cr For Chennai Petro increases EPS by 30% For IOCL/BPCL/HPCL increases earnings by 16%/16%/14% For RIL increases consolidated earnings by around 4%-5% #HPCL #BPCL #IOCL #OMC #MRPL #RIL #ChennaiPetro"  
[X Link](https://x.com/soumeet_sarkar/status/1896778350913568873)  2025-03-04T04:22Z 20.4K followers, 22.3K engagements


"RIL In Focus Trump announces 25% tariff on nations buying Venezuelan oil effective April [--] Will have a negative impact on RIL as they are the only Indian company importing Venezuela crude as per analysts Exact impact difficult to figure out as volumes may be adjusted in response to this measure RIL has the option to switch to other fuels from the spot market #Reliance #RelianceInds #Trump #Venezuela"  
[X Link](https://x.com/soumeet_sarkar/status/1904339473615421721)  2025-03-25T01:08Z 20.4K followers, [----] engagements


"REC IN Focus - cuts loan growth forecast by 300-500 bps Guides for 12% loan growth for FY26 Vs earlier growth guidance of 15-17% #REC"  
[X Link](https://x.com/soumeet_sarkar/status/1922525631968846327)  2025-05-14T05:33Z 20.4K followers, [----] engagements


"Protean eGov In Focus - Big negative Disclosed that it is no longer in contention for Government of Indias PAN [---] project It has been eliminated from the RFP race Government had plans to overhaul PAN/TAN services under PAN [---] with a Rs [----] cr budget Despite earlier confidence PROTEAN is now completely out of the running Equirus Says This is a material negative as PAN services contribute 50% of the companys revenue FY26 impact may be muted expect a 75-100% collapse in this revenue stream over the next 2-3 years 35% decline in FY27 overall revenue Segment has historically generated free cash"  
[X Link](https://x.com/soumeet_sarkar/status/1924287346926616745)  2025-05-19T02:13Z 20.4K followers, 53K engagements


"Hindustan Aeronautics and BEL In Focus NATO Agrees to 5% Defence Spending Target Moving from a 2% guideline to 5% of GDP by [----] This implies extra billions to be added annually across members NATO countries spent over $1.3trillion on core defence in [----] HAL and BEL already have demonstrable inroads Their product lines align with mid-tier NATO requirements Products light fighters/trainers (Tejas) combat/utility helicopters (LCH) air defence systems (Akash) radars EW suites and communications Indias Rs [-----] cr Export Goal by FY29 likely feasible via NATO Opportunities Current exports of Rs"  
[X Link](https://x.com/soumeet_sarkar/status/1938042011610685525)  2025-06-26T01:09Z 20.4K followers, [----] engagements


"Strides Pharma In Focus OneSource to list on exchanges in Q4FY25 Shareholders to get [--] share of OneSource for every [--] shares held in Strides OneSource to generate revenue of $350-400 million over next 3-4 years Vs $175-190mn in FY25 GLP-1 contract commercialisation from H2FY25 to aid topline OneSource recently also received equity commitments of Rs [---] cr at a pre-money equity valuation of $1.65bn Fundraise led by HBM Healthcare Investments along with participation from WhiteOak Capital Param Capital Motilal Oswal Enam Holdings and SBI Life #stridespharma #OneSource #Demerger #Listing"  
[X Link](https://x.com/soumeet_sarkar/status/1866864219783827787)  2024-12-11T15:14Z 20.5K followers, [----] engagements

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