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[@AmitxUpdates](/creator/twitter/AmitxUpdates)
"Safeguard duty is boosting Indian steel makers' pricing power Imports are falling & prices rising leading to a more stable domestic market. This move protects local players from cheaper overseas steel. #IndianSteel #SafeguardDuty #Manufacturing #TradePolicy"  
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"UltraTech Cements Q1FY26 profit rose XX% YoY but margins face near-term pressure. Govt demand & acquisitions aided growth. FY28 plan targets XX% EBIT margin XX% net debt cut. Green shift & cost control keybut valuations remain rich. #Cement #Earnings #UltraTech"  
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"Indias draft National Telecom Policy 2025 aims to double sector investment to 1T/yr add 1M jobs by 2030 and boost exports & R&D. Goals include XX% 5G coverage quantum-safe networks and doubling telecom startups. #Telecom #DigitalIndia #NTP2025 #5G"  
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"Bernstein turns bullish on Indias wealth managers backing Nuvama & XXX One (Outperform) Anand Rathi (Market-Perform) citing $2.7T in rising wealth. Sees AUM jumping to $1.6T in a decade with 1726% CAGR. #WealthManagement #India #Investing"  
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"Dixon Tech Q1FY26 net profit doubled YoY to XXX cr; mobile biz revenue surged XXX% to 11663 cr making up XX% of total. EBIT grew XXX% to XXX cr. Capex of 750800 cr planned for camera/display units. Margins seen rising in FY2627. #DixonTech #Earnings #Electronics"  
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"Yes Bank Q1FY26 PAT jumps XX% YoY to XXX Cr. SMBC's XX% stake acquisition including SBI's XXXX% likely by Sept. NIM at XXX% PCR at XXXX% GNPA at 1.6%. Indias largest cross-border banking deal will make SMBC the largest Yes Bank shareholder. 💼📈"  
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"India hits XX% ethanol blending target with petrol X years ahead of 2030 goal. Ethanol output surged to XXX crore litres cutting CO and saving XXXX lakh cr in forex. Farmers earned XXXX lakh crbig win for energy security & rural economy. #Ethanol #GreenIndia #Energy"  
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"Trent's stock down XX% YTD as growth slows; Q1FY26 results due Aug X. Westside lags with weaker store adds & middle-market struggles. Zudio outperforms FY25 rev crosses 8600cr adding XXX stores in X yrs. FY25 sales/sq.ft. led by Zudio hit 16378"  
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"Westlife Foodworld Q1FY26 net profit slumps XXXX% YoY to 1.22cr despite XXXX% revenue growth to 653.25cr. Higher costs likely weighed on margins. Operator of McDonalds in West & South India sees profit pressure despite top-line growth"  
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"Govt plans to list key power transmission gear for domestic manufacturing under Make in India. Deliberations with PSUs like Power Grid & BHEL underway. PLI scheme R&D labs and support measures under consideration to boost self-reliance in HVDC & green energy infra"  
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"Maruti Suzukis Fronx becomes Indias fastest SUV to hit 100K export salesachieved in just XX months. It was also Indias No. X exported passenger vehicle in FY25 contributing 1/5th of Marutis record 3.3L exports. #MarutiFronx #AutoExports #MakeInIndia #SUV"  
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"Under the India-UK FTA duties on UK alcohol (like scotch) will drop from XXX% to XX% over XX years starting with XXX% in year one. UK cosmetics soft drinks & personal care will also see duties fall from XX% to X% making British brands cheaper in India. #FTA #UKIndiaTrade"  
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"Bajaj Auto warns of zero production in Aug for its EVs (Chetak & GoGo) due to rare earth magnet shortage from China curbs. A pause could dent market share & EBITDA. Industry urges clarity & relief on localisation norms. #EV #BajajAuto #RareEarths #SupplyChainCrisis"  
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"❗Today's Finance Roundup XX July 2025 ❗ I scanned through ET FE and BS so you dont have to. Heres the key finance news you need to know. 🧵👇 Dont waste time get straight to the insights. Lets dive in. #FinTwit #MarketUpdate"  
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"Macquarie slashes IndusInd Bank's target price by XX% to XXX downgrading it to 'Underperform' over RoE concerns. Fraud issues CEO exit & MFI risks weigh on outlook. Kotak SBI Cards also cut to 'Neutral'; HDFC Life to 'Underperform'. 📉🏦📊"  
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"🚨 X in X IPOs since 2021 is trading below issue price; X stocks incl. Paytm & AGS Transact have crashed over 50%. Overvaluation weak models & poor post-listing sentiment to blame. AGS is down XX% Retail investors hit hard. #IPO #StockMarket #Paytm #Investing"  
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"ACC Q1FY26 net profit rose X% YoY to 375cr revenue up XX% to 6087cr on record 11.5MT sales (+12% YoY). EBITDA/ton rose to XXX but margins dipped slightly. Missed estimates but FY26 demand seen growing XX% on infra & housing boost. #ACC #Cement #Earnings #Infra"  
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"Schneider Electric in talks to buy out Temasek's XX% stake in its Indian unit The potential deal could value Schneider Electric India at roughly $X billion. Temasek has been eyeing an exit for over a year. Big move in India's industrial sector. #SchneiderElectric #Temasek"  
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"Eternal stock rallied XXXXX% to XXXXXX as Blinkit outpaced Zomato in Q1 net order value (9203 cr vs 8967 cr). Blinkits revenue hit 2400 cr now XX% of Eternals $10B NOV. Despite XX% YoY profit drop analysts see margin growth Jefferies ups TP to XXX. #Blinkit"  
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"Indias govt mandates EV 2W/3W firms to certify local production of key parts like traction motors & hold sufficient rare earth magnet stock amid Chinas export curbs. No localisation relief under PM E-DRIVE scheme. #EV #Localization #RareEarths #PMEDRIVE #MakeInIndia"  
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"Jio Financial Services Q1 net profit up X% to XXX cr Total income rises to XXX cr interest income doubles. Acquired 79mn equity shares from SBI. A "good show" for the newly established entity. #JioFinancial #Earnings #Finance"  
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"Zydus Lifes cancer biosimilar plans face a legal roadblock as Delhi HC grants interim injunction to Bristol Myers over Opdyta (nivolumab) patent. Launch now delayed until at least May 2026. Next hearing: Aug X. #Zydus #Biosimilar #Pharma #PatentDispute #CancerTreatment"  
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"Anil Agarwal Vedanta Chairman unveils "3D" strategy at AGM: Demerger Diversification & Deleverage Aim to unlock max shareholder value. Vedanta also targeting 12000 cr for a 250000-tonne integrated smelting complex. Big moves for growth #Vedanta #Mining #GrowthStrategy"  
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"Indian insurers poised for a strong Q1 Enhanced margins high-profit products & improved efficiencies are driving profit growth for companies like LIC HDFC Life and SBI Life. Good news for the insurance sector #Insurance #IndiaBusiness #Q1Earnings"  
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"Sapphire Foods posted a Q1FY26 loss of 1.73cr despite an XXX% YoY revenue rise to 776.8cr. The KFC & Pizza Hut franchisee saw top-line growth but profitability remained under pressure"  
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"NITI Aayog has proposed easing FDI rules for Chinese firms allowing up to XX% stake in Indian companies without prior approval. The move aims to revive FDI which fell to $353M in FY25 from $43.9B in FY21. Rules from 2020 have delayed major deals. #FDI #IndiaChina #NITIAayog"  
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"Nestle India Q1FY26 profit fell XXXX% YoY to 647cr missing Street estimates due to higher input costs and operating expenses. Revenue rose X% to 5096cr. EBITDA margin slipped to XXXX% from 23.1%. Milk prices capex and borrowing costs weighed. #NestleIndia #Earnings #FMCG"  
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"The Centre may sweeten the Unified Pension Scheme (UPS) by treating pensions as salary for tax deductions and extending benefits to dependent children. Only X% of NPS users have opted in so far. UPS assures XX% of last drawn salary after XX years of service. #Pension #UPS"  
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"Auto industry urges broader access to 1350cr rare earth magnet scheme warning support for just X players may stifle innovation & ecosystem growth. Firms seek clear norms wider participation to boost self-reliance in EV defence & electronics. #RareEarths #EV #MakeInIndia"  
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"Natco Pharma to acquire XXXXX% stake in South Africas Adcock Ingram for 2000cr in an all-cash deal. Move expands Natcos portfolio & gives it access to key African markets. Adcock had $536mn FY24 sales; deal EV/EBITDA at 7.83x. Delisting from JSE planned post-deal"  
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"RBI says Indian economy remains resilient despite global headwinds citing strong macros easing inflation (2.1% in June) and kharif prospects. High-frequency data shows demand stability; surplus liquidity aids policy transmission. Focus now on US-India trade talks before Aug 1"  
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"Indias fertiliser subsidy for FY26 may exceed XXXX lakh cr budget estimate as global DAP prices surged XX% since April. Imports dipped XX% in Q1. Govt raised DAP subsidy to 27799/tonne to ensure kharif supply amid geopolitical and supply-chain pressures. #Fertiliser"  
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"Tilaknagar Industries to acquire Imperial Blue whisky from Pernod Ricard India for 4150crIndias biggest alco-bev deal. Brand sells 22.4M cases/yr; FY25 revenue 3067cr. Deal includes X units bottling services & deferred 282cr payment. Fast-tracks Tilaknagars whisky"  
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"Tilaknagar Industries is leading the race to acquire Imperial Blue whisky from Pernod Ricard for 40005000 cr. The deal likely to be announced soon would make Tilaknagar owner of Indias 3rd-largest whisky brand (22.9 mn cases/year). #M&A #ImperialBlue #Tilaknagar"  
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"EU sanctions on Nayara Energy backed by Russias Rosneft are deterring oil shippers and tradersone tanker made a U-turn from Vadinar port. Shipowners wary of dealing with Nayara amid compliance risk. India reiterates energy security needs. #Oil #Sanctions #Nayara"  
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"Payment delays under Indias PM e-Bus Seva scheme are pushing majors like Tata Motors & VECV to the sidelines allowing smaller firms like PMI Electro Olectra & JBM Auto to capture XX% market share. E-bus sales rose XX% YoY to 2110 units in H1 2025. #EV #ebus #TataMotors"  
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"Global personal luxury market to stay flat in 2025 per BCG as XX% of aspirational buyers cut spending. Ultra-HNIs now drive XX% of luxury spend averaging 35000/year. Spending shifts to savings wellness & resale. Brands urged to focus on loyalty not trends. #LuxuryMarket"  
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"Dixon Tech Q1FY26 beats estimates: Revenue up XX% YoY to 12840cr PAT jumps XX% to 230cr. Mobile biz leads with XXX% growth. Strong JVs export momentum & backward integration drive optimism. Stock +2.66% target 17206 (Bloomberg avg)"  
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"Bank of Baroda Q1FY26 net profit up X% YoY to 4675 cr driven by XX% surge in other income. Net interest income fell XXX% to 11435 cr. NIM under pressure at XXXX% but loan growth strong at 12.4%. Gross NPAs down to 7.52%. #BankofBaroda #Q1Results #Banking #NPA #Profit"  
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"D-Street is set for a massive IPO wave XXXX lakh cr worth of IPOs cleared by SEBI with another XXXX lakh cr in queue. Tata Capital LG Electronics Groww Physics Wallah Meesho & more eye listings in 2025. Primary market to stay hot 🔥 #IPO #StockMarket #IndiaInvests"  
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"India-UK trade pact excludes small/budget EVs & cars from tariff cuts to protect domestic auto sector. Only large petrol/diesel cars and luxury EVs (over 40000) get phased duty relief110% to XX% over XX years under quota. #EV #Autos #TradePolicy #CETA #MakeInIndia"  
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"Big bite in the F&B sector ChrysCapital is acquiring XX% stake in popular bakery chain Theobroma Foods for 2410 crore. This deal values Theobroma at over 3000 crore and marks a significant private equity investment in India's food industry. #PrivateEquity #Theobroma"  
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"Dr Reddy's Q1FY26 was a revenue miss ($398M -X% QoQ) on US pressure from gRevlimid but strong ex-US growth keeps Street hopeful. Analysts expect earnings to improve FY2627 on new launches NRT growth & easing gRevlimid drag. #Pharma #DrReddys #Earnings"  
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"US-China to meet in Stockholm next week for round X of trade talks aiming to extend tariff truce beyond Aug XX. Talks may broaden to energy tech and rare earths. Meanwhile Malaysia seeks XX% US tariff but resists EV & foreign ownership demands. #TradeTalks #USChina #Tariffs"  
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"Analysts are optimistic on HDFC Life & ICICI Pru after Q1 results seeing gains. HDFC Life premiums rise ICICI Pru recovers despite some margin pressure. Dive into the details for a full picture of their performance. #HDFCLife #ICICIPru #Q1Results #IndianStockMarket"  
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"Indian steel makers are outperforming global peers thanks to strong domestic demand (810% growth vs global 23%) low US exposure & safeguard duties. S&P sees higher margins aided by falling raw material costs. EBITDA may rise XX% by FY26. 🔩📈"  
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"Infosys beats Q1 estimates with revenue up XXX% QoQ to 42279cr; net profit at 6921cr down XXX% QoQ but above Street view. Raises FY26 revenue growth guidance to XX% (from 03%) citing strong deal wins. Signed $3.8B in large deals; XX% were new"  
![@AmitxUpdates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1155779125744812032.png) [@AmitxUpdates](/creator/x/AmitxUpdates) on [X](/post/tweet/1948418216742834219) 2025-07-24 16:21:17 UTC XXX followers, XX engagements


"ITC to invest 20000 cr in India to boost domestic manufacturing under its 'Bharat-First' strategy. XX% of revenue now comes from non-cigarette biz. Focus on FMCG new launches and X new plants amid rising demand urbanisation & govt support. #MakeInIndia #ITC #Investment"  
![@AmitxUpdates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1155779125744812032.png) [@AmitxUpdates](/creator/x/AmitxUpdates) on [X](/post/tweet/1949083820717940931) 2025-07-26 12:26:09 UTC XXX followers, X engagements