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[@EquityInsightss](/creator/twitter/EquityInsightss)
"All Semicon stocks hit hard after Donald Trump threatened to impose massive tariffs on China Nasdaq🔻3.5%"  
[X Link](https://x.com/EquityInsightss/status/1976886899697758270) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-11T05:45Z 53.5K followers, 14.6K engagements


"Only X FMCG companies have delivered double digit REV CAGR in the last X years Varun Beverages Mrs Bectors Tata Consumer Most other FMCG majors like HUL Nestle Britannia Dabur have seen sub XX% CAGR PAT growth has been modest too several seeing single digit EPS growth Median valuations still remain elevated around P/E 50x Don't think outcomes will be different for next X years either"  
[X Link](https://x.com/EquityInsightss/status/1977262307425075393) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-12T06:37Z 53.5K followers, 22.2K engagements


"Tata Capital : Aiming to double loan book in X years (25% CAGR) credit cost sub X% interesting Listing muted trading near ipo price"  
[X Link](https://x.com/EquityInsightss/status/1977971017919394020) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-14T05:33Z 53.5K followers, 14.2K engagements


"Valuation matrix for Port & Logistics Co's Indian Port Developers : Adani Ports JSW Infra Gujarat Pipavav src : Investec"  
[X Link](https://x.com/EquityInsightss/status/1977616147030659443) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-13T06:03Z 53.5K followers, 7584 engagements


"Nifty Smallcap100 : X Year Returns🔻6% Almost been through XX months of consolidation We have already been through a lot of headwinds: multiple quarters of earnings downgrade tariffs geopolitics (valuations are better than before) Similar markets we witnessed in 2022-23 Neglected asset class often surprise now people are interested more in precious metals global markets after recent underperformance Since expectations are lower that's when markets surprise FY27 earnings growth for Nifty50 is XX% Next 1-2 years will be very good for broader markets Best time for portfolio construction ;)"  
[X Link](https://x.com/EquityInsightss/status/1978829335885656440) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-16T14:24Z 53.5K followers, 13.3K engagements


"Dixon Tech : Q2FY26 REV🔼29% - 14858 Cr EBITDA🔼34% - XXX Cr PAT🔼37% - XXX Cr Last X quarterly growth rates Jun24: +101% Sep24: +133% Dec24: +117% Mar25: +121% Jun25: +95% Sep25: +29% Sustaining such high growth rates on an already elevated base is difficult For high P/E stocks even a slight slowdown in growth can lead to sharp de-rating"  
[X Link](https://x.com/EquityInsightss/status/1979230066895950241) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-17T16:56Z 53.5K followers, 15.4K engagements


"Macrotech Developers (Lodha) Pre Sales CAGR (FY21-25) : XX % CAGR Long Term Guidance - Pre Sales CAGR : XX % (FY25-31) - Annuity Income : 1500 Cr by FY31 - XX % RoE with XXX D/E Solid Deleveraging D/E Reduced 0.2x vs 3.5x Net Debt 4000 Cr vs 16000 Cr"  
[X Link](https://x.com/EquityInsightss/status/1915675362282885129) [@EquityInsightss](/creator/x/EquityInsightss) 2025-04-25T07:52Z 53.5K followers, 4692 engagements


"EMS Companies Growth Guidance FY26🔖 Avg Growth Guidance 30-40%"  
[X Link](https://x.com/EquityInsightss/status/1931587139902292277) [@EquityInsightss](/creator/x/EquityInsightss) 2025-06-08T05:40Z 53.5K followers, 39.8K engagements


"OMG this data blew my mind:🤯 CNG vehicle sales grew XX % in FY25 CNG emerged as the 2nd largest fuel category in India accounting for over XX % of new PV sales in FY25 EV's share declined (Yes check the image) Tata Motors CNG mix rose to XX % in FY25 vs XX % YoY Maruti Suzukis CNG mix rose to XX % in FY25 (from XX % in FY24 & XX % in FY23) CNGs share is rising steadily making it one of the fastest growing engine types in India Can CGDs be a good investment theme to consider valuations are cheap healthy cashflows & return ratio's most important they are ignored completely Perfect for contra"  
[X Link](https://x.com/EquityInsightss/status/1933445541599367316) [@EquityInsightss](/creator/x/EquityInsightss) 2025-06-13T08:45Z 53.5K followers, 16.3K engagements


"Oberoi Realty - Future Outlook Presales to clock XX% CAGR over FY2527E rising from XX b in FY25 to XXX b by FY27 Annuity portfolio Rental income from office & retail assets to grow at XX% CAGR over FY2527E reaching XX b by FY27 Collections & Cash flows: - Residential collections to rise at XX% CAGR to XX b by FY27 - Operating cash flow to clock XX% CAGR to XX b by FY27 Lease rentals from commercial portfolio to post XX% CAGR to X b by FY27 Key growth triggers Robust launch pipeline: new towers in Borivali Goregaon Forestville; projects in Gurugram Adarsh Nagar Worli Tardeo. Alibaug land in"  
[X Link](https://x.com/EquityInsightss/status/1945398748504289453) [@EquityInsightss](/creator/x/EquityInsightss) 2025-07-16T08:23Z 53.5K followers, 3920 engagements


"Tata Motors Proposed Acquisition of Iveco Group Transaction Details - Acquisition of XXX% of Iveco Group N.V. shares via voluntary tender offer - Defence business to be spun off before settlement - Offer price: 14.1/share Total equity value 3.8B - Funding: 3.8B bridge loan from Morgan Stanley & MUFG syndicated & replaced by equity + long-term debt in XX months - Transaction expected to close by Apr26 post regulatory approvals Iveco Group Overview CY24 - Revenue: 14.1B - EBIT: 891M (6.3% margin) Segments: Trucks (10B revenue XXX% EBIT) Buses (2.6B revenue XXX% EBIT) Powertrain (3.5B revenue"  
[X Link](https://x.com/EquityInsightss/status/1950791468542824639) [@EquityInsightss](/creator/x/EquityInsightss) 2025-07-31T05:31Z 53.5K followers, 5765 engagements


"So many people havent been able to look beyond companies like HUL Nestle Reliance Infosys TCS Dmart Pidilite Britannia etc But there are so many opportunities out there Look beyond Plenty of companies have delivered stellar returns while most largecaps have underperformed & will likely continue to underperform Why They lack growth are already well discovered not much scope for re-rating Only a handful of largecaps can deliver double digit growth Markets reward growth Meanwhile there are so many companies growing at 20%+ just waiting to be discovered Dont just focus on Market Cap focus on the"  
[X Link](https://x.com/EquityInsightss/status/1956636425874505848) [@EquityInsightss](/creator/x/EquityInsightss) 2025-08-16T08:37Z 53.5K followers, 10.3K engagements


"LargeCap stocks growing at double digits :- list is filtered from the Top XXX stocks all above X Lakh Cr Market Cap Bajaj Finance Titan Bharti Airtel Muthoot Finance Max Health Lodha DLF Adani Ports ICICI Bank Trent Eternal SBI Life HDFC Life Adani Green M&M TVS Motors L&T Kotak Bank DMART Divis Labs Eicher Motors Solar Ind Chola Fin PFC HDFC AMC Apollo Hospitals Shriram Finance Indian Hotels Cummins Polycab Dixon Tech Swiggy CG Power"  
[X Link](https://x.com/EquityInsightss/status/1959502597020336202) [@EquityInsightss](/creator/x/EquityInsightss) 2025-08-24T06:26Z 53.5K followers, 24.9K engagements


"Peter Lynch classified stocks into X categories Fast Growers : Bajaj Finance Muthoot Finance Polycab Max Health Eternal (20%+ growth) Stalwarts : Marico SBI Reliance ITC Pidilite (12-15% growth) Slow Growers : Dabur Wipro Colgate Relaxo (10% growth) Cyclicals : Tata Steel JSW Steel GPIL NMDC ONGC Turnarounds & Asset Plays are very difficult to spot & very few plays out If you want to make money focus should be on "Fast Growers" Fast Growers basically means companies that are consistently gaining market share (outperforming industry growth rates)"  
[X Link](https://x.com/EquityInsightss/status/1961777497839911257) [@EquityInsightss](/creator/x/EquityInsightss) 2025-08-30T13:06Z 53.5K followers, 24.8K engagements


"Sona BLW : X Year🔻45% Stock got massively de-rated by XX% from its peak valuations (from 104x EV/EBITDA to now 22x) Once among the fastest growing Auto Anc's growth has slowed down considerably (last X quarters negative growth) Business is currently facing headwinds Meanwhile other Auto Anc's which were trading at 10-15x EV/EBITDA have done very well"  
[X Link](https://x.com/EquityInsightss/status/1972206565210849745) [@EquityInsightss](/creator/x/EquityInsightss) 2025-09-28T07:47Z 53.4K followers, 41.6K engagements


"Bharti Airtel now 3rd largest company TCS slips to 4th IT & FMCG losing their share (because of low growth rates) Telecom Financials (particularly PSU Bank NBFC's) few Auto's share have increased substantially Composition of top companies is changing fast"  
[X Link](https://x.com/EquityInsightss/status/1972931852681068711) [@EquityInsightss](/creator/x/EquityInsightss) 2025-09-30T07:49Z 53.4K followers, 13.9K engagements


"ICICI Sec upgrades Kalyan Jewellers Stock🔻43% from ATH Rationale: correction in stock provides margin of safety + strong festive/wedding led demand Aggressive store expansion will continue Despite XX% rise in gold prices (+42% YoY) expect double digit SSSG driven by weddings & lower carat/ lightweight products P/E looks optically high at 58x due to last years one time inventory impact. On FY26E basis its actually trading 40x (also Kaylan is the fastest growing jewellery retailer so deserves some premium over peers) On PEG ratio its actually now 1.5x (Valuations are longer expensive after the"  
[X Link](https://x.com/EquityInsightss/status/1973070991996723256) [@EquityInsightss](/creator/x/EquityInsightss) 2025-09-30T17:02Z 53.4K followers, 23.5K engagements


"LargeCap stocks growing at double digits :- Bajaj Finance Titan Bharti Airtel Muthoot Finance Max Health Lodha DLF Adani Ports ICICI Bank Trent Eternal SBI Life HDFC Life Adani Green M&M TVS Motors L&T Kotak Bank DMART Divis Labs Eicher Motors Solar Ind Chola Fin PFC HDFC AMC Apollo Hospitals Shriram Finance Indian Hotels Cummins Polycab Dixon Tech Swiggy CG Power Very few available at decent valuations like financials insurance telecom"  
[X Link](https://x.com/EquityInsightss/status/1973299185211396564) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-01T08:09Z 53.5K followers, 12.3K engagements


"There were many stars of 2021 now no one even asks Lots of names: Happiest Minds IndiaMart IEX IRCTC Route Mobile many chemical names as well etc (drawdown🔻50-67%) They were very popular back then Correction has been steep stocks have gone nowhere in the last few years At one point all these stocks used to trade at triple-digit P/Es when the growth rates were high As growth rates reduced the multiples contracted drastically Most mistakes happen at peak valuations Investing is tough"  
[X Link](https://x.com/EquityInsightss/status/1975434719597609040) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-07T05:35Z 53.4K followers, 41.9K engagements


"Interesting take on P/B shared by Anup Maheshwari (CIO XXX One Capital)🔖 Many investors focus on P/E but often overlook P/B a metric that can offer deeper insights during volatile or cyclical phases P/E fluctuates sharply with quarterly earnings Temporary earnings dips can make stocks look expensive on P/E though theyre actually attractive His Method X Rules 1Start with ROE Evaluate how efficiently the company generates returns on equity over long periods (10 years) A steady ROE defensive business A volatile ROE cyclical business A rising ROE emerging compounder 2Map ROE to a Fair P/B Range"  
[X Link](https://x.com/EquityInsightss/status/1975441105618379153) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-07T06:00Z 53.5K followers, 35K engagements


"Returns of paint stocks have been disappointing over the last 3/5 years X Year CAGR - Asian Paints: XXX% - Berger Paints: XXX% Sirca Paints has been the standout outperformer in the paints space"  
[X Link](https://x.com/EquityInsightss/status/1975800201622307112) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-08T05:47Z 53.5K followers, 10.1K engagements


"Good Opportunity in PEB Stocks PEB industry in India is expected to grow at 11-12% CAGR from FY24-29 reaching 330-340 Bn Organised players will continue to gain market share Organized PEB sector share expected to rise from 40-45% (FY24E) to 45-50% (FY29P) Companies got recently listed M&B Engineering & EPack Prefab All players are guiding for high double digit growth with capacity expansion underway backed by a robust order book (The space is very exciting long term theme should do well) Most are trading sub 25x on fwd basis (can grow in high mid teens)"  
[X Link](https://x.com/EquityInsightss/status/1976207018814738585) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-09T08:44Z 53.5K followers, 23K engagements


"Silver drops X% in less than hour Commodities are getting very volatile Lot of speculation happening"  
[X Link](https://x.com/EquityInsightss/status/1977984311375823144) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-14T06:26Z 53.4K followers, 68.2K engagements


"Persistent : Solid Set never disappoints CC REV Growth - 🔼4.2% QoQ - 🔼17.6% QoQ REV🔼24% - 3581 Cr EBIT🔼44% - XXX Cr PAT🔼45% - XXX Cr"  
[X Link](https://x.com/EquityInsightss/status/1978051860016574585) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-14T10:54Z 53.5K followers, 9189 engagements


"Record AUM of worlds biggest Asset Manager $XXXX trn"  
[X Link](https://x.com/EquityInsightss/status/1978375732695888328) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-15T08:21Z 53.5K followers, 6981 engagements


"Comparison b/w Hotels Malls REITs Cinemas Flex Workspaces across multiple parameters src : fident"  
[X Link](https://x.com/EquityInsightss/status/1978741249122116091) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-16T08:34Z 53.4K followers, 5716 engagements


"Top Gainers in Nifty50 : Bajaj Finance +52% Other top gainers : Eicher BEL Maruti"  
[X Link](https://x.com/EquityInsightss/status/1978758180634079742) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-16T09:41Z 53.5K followers, 6622 engagements


"Latest Bulk deals PPFAS buys XX L share in CMS Info @ XXX Plutus Wealth buys XXXX L shares in CarTrade @ 2455"  
[X Link](https://x.com/EquityInsightss/status/1978864470018413012) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-16T16:43Z 53.5K followers, 11.9K engagements


"Comparison b/w Consumer Durable Co's : LG Electronics Whirlpool Voltas Blue Star & Havells X Year REV CAGR (FY19-25) - Blue Star : XX% - Havells : XX% - Voltas : XX% - LG Electronics : X% - Whirlpool : X% Valuations with growth projections src : Nuvama"  
[X Link](https://x.com/EquityInsightss/status/1975796756525842573) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-08T05:33Z 53.5K followers, 10.4K engagements


"Greeces growth momentum is accelerating strong turnaround from its earlier crisis years Government Debt/GDP peaked at XXXXX% in 2020 one of the highest globally at the time The ratio has been falling steadily and is projected to decline to XXXXX% by end'26 from XXXXX% in 2025 If achieved Greeces debt level will fall below Italys a major symbolic milestone Eurozone crisis of 2012 led to a forced recapitalisation of banks leaving a lasting debt overhang Fiscal progress has also boosted investor confidence XX year Greek bond yields are now below both Italy & France Athens Stock Exchange Index"  
[X Link](https://x.com/EquityInsightss/status/1977631339462496280) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-13T07:03Z 53.5K followers, 7634 engagements


"Excited to sharewere now SEBI Registered After 2+ years of consistently sharing insights on X we received several inquiries about launching our own research services. So we decided to go ahead get SEBI Registered and launch our dedicated Research Desk focused on uncovering high-growth opportunities in the Smallcap & Midcap space. We're now also live on Smallcase Theres been a lot going on in the background over the last few months. Thanks for the continued supportwell keep striving to add value❤"  
[X Link](https://x.com/EquityInsightss/status/1953091914653110735) [@EquityInsightss](/creator/x/EquityInsightss) 2025-08-06T13:52Z 53.5K followers, 111.6K engagements


"Entire feed is full of Gold & Silver posts these days 🙃 Is it just my algorithm or everyones seeing the same Equities have become a contra play now no interest"  
[X Link](https://x.com/EquityInsightss/status/1976326729762472113) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-09T16:39Z 53.5K followers, 11.7K engagements


"SEBIs stance on weekly option contracts : two contrasting reports🙃 NDTV Profit (Short BSE) - SEBI may phase out weekly options gradually - A sunset clause might come for existing expiries - Consultation paper expected in 2-3 months CNBC-TV18 (Long BSE) - No immediate changes to weekly expiry - SEBI to watch derivative data till Sep25 - Action only if retail frenzy turns wild"  
[X Link](https://x.com/EquityInsightss/status/1977966620241760765) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-14T05:16Z 53.5K followers, 25.8K engagements


"LG Electronics lists at a hefty XX% premium Debuts with a Market cap exceeding X Lakh Cr Came at decent valuations compared to peers (upper band P/E: 35x) Now after such a strong listing trading over 50x As per most brokerage reports FY25-28 REV & PAT growth is expected to be in the range of 10-12% (low double digits) Be cautious while buying at euphoric levels"  
[X Link](https://x.com/EquityInsightss/status/1977979769581896072) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-14T06:08Z 53.5K followers, 21.8K engagements


"Tips Music X Year Returns🔻 (37%) Last year P/E : 75x Current : 40x (de-rated by 50%) Management had revised the guidance downwards from XX% to 20%"  
[X Link](https://x.com/EquityInsightss/status/1978337975114023134) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-15T05:51Z 53.5K followers, 8158 engagements


"CarTrade Techs platforms CarWale & BikeWale hit record traffic Consumer group to deliver 32-35% REV growth in Q2 Overall REV growth for Q2 to be 20%+ (Including Remarketing & classifieds vertical) Surge driven by festive demand + recent GST rate cut boosting affordability & consumer sentiment"  
[X Link](https://x.com/EquityInsightss/status/1978365843533660463) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-15T07:42Z 53.5K followers, 7591 engagements


"Precious Metals on a tear Gold crosses $XX Trn (+63% YoY) Silver at $X Trn (+73%) BTC at $XXX Trn (+71%)"  
[X Link](https://x.com/EquityInsightss/status/1979073679167225886) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-17T06:35Z 53.5K followers, 4588 engagements


"Jio Financial Services Diversified presence through JVs with BlackRock (Asset & Wealth Mgmt) & Allianz (Reinsurance & Broking) Digital first approach with XX Mn unique users across Jio platforms Jio Credit - AUM: 14712 Cr (vs 1206 Cr YoY +26% QoQ) - Quarterly Disbursement: 6624 Cr - Avg. COB: XXXX % (Q1FY26 : XXXX %) - Net Worth: 5020 Cr Current products Home Loan & LAP (via app & ecosystem channels) Loans against Mutual Funds Shares ETFs Corporate loans New Product: Loan Against ETF launched in Q2 Jio BlackRock AMC AUM: 15980 Cr across X funds ( X months) Q1FY26: Overnight Money Market"  
[X Link](https://x.com/EquityInsightss/status/1979080432483201503) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-17T07:01Z 53.5K followers, 12K engagements


"GLP-1 weight loss drugs going off-patent could open a major opportunity for the diagnostics industry As these drugs see mass adoption regular health tracking becomes essential GLP-1 drug adoption is creating a strong structural tailwind for preventive diagnostics"  
[X Link](https://x.com/EquityInsightss/status/1979416950838006084) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-18T05:19Z 53.5K followers, 17.7K engagements


"Good read on Transrail Lighting Credit rating reports often give deep insights into a companys business quality leverage & growth trajectory"  
[X Link](https://x.com/EquityInsightss/status/1979466377007370399) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-18T08:35Z 53.5K followers, 18.2K engagements


"Manorama Industries : Stellar Performance Annual REV guidance raised from 1050 Cr 1150 Cr(🔼50%) Q2FY26 REV🔼65% - XXX Cr EBITDA🔼94% - XX Cr PAT🔼106% - XX Cr Solid CFO : XXX Cr vs (57 Cr) Operating leverage in play H1FY26 REV🔼65% - XXX Cr EBITDA🔼132% - XXX Cr PAT🔼162% - XXX Cr ROCE : XXXX% ROE : XXXX% Working Capital Days reduced to XX (vs 151) Net Debt / Equity improved to XXXX (vs 0.83) Strong OCF & debt reduction led to better capital efficiency"  
[X Link](https://x.com/EquityInsightss/status/1979472229449838608) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-18T08:58Z 53.5K followers, 8472 engagements


"Slowdown visible in results of many Private Banks Deposit & Advance growth in high single digits (many PSU banks reporting better set) PAT growth for ICICI Bank came in single digit after many quarters of consistent high double digit ICICI bank trading at XXX P/B (one of the most expensive bank currently)"  
[X Link](https://x.com/EquityInsightss/status/1979807655053980001) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-19T07:11Z 53.5K followers, 18.9K engagements


"Commentary from HDB Financials Medium term outlook: Guiding for 18-20% CAGR loan book growth over the next few years Consumer Segments: 2W Autos consumer durables poised for acceleration in H2 due to GST cuts Strong traction in Gold Loans (🔼10% QoQ XX% YoY) CV portfolio witnessing stress due to vehicle idling"  
[X Link](https://x.com/EquityInsightss/status/1979874658225910050) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-19T11:37Z 53.5K followers, 9180 engagements


"Top XX Companies which grew REV at fastest rate Garuda Constructions  XXX% Waaree Renewables  XXX% Vintage Coffee  XXX% Amal  XXX% Blue Jet Health  XXX% Manorama Industries  XXX% EFC  XXX% Dixon Technologies  XX% Sterling & Wilson  XX% Tanfac Industries  XX% Le Travenues  XX% Senores Pharma  XX% Eternal Ltd  XX% Sambhv Steel  XX% ACME Solar Holdings  XX% eMudhra  XX% Coforge  XX% Sky Gold  XX% Coromandel Int  XX% Sai Silks  XX% Krishana Phoschem  XX% Borosil Renewables  XX% Pondy Oxides  XX% Home First Finance Only for study purposes few trading at extremely rich valuations Not a buy/sell reco"  
[X Link](https://x.com/EquityInsightss/status/1949481634144866613) [@EquityInsightss](/creator/x/EquityInsightss) 2025-07-27T14:46Z 53.5K followers, 32.6K engagements


"United Spirits v/s Radico Khaitan v/s Allied Blenders src : Jefferies"  
[X Link](https://x.com/EquityInsightss/status/1967941100624285913) [@EquityInsightss](/creator/x/EquityInsightss) 2025-09-16T13:18Z 53.5K followers, 10.8K engagements


"Results season #Q2FY26 has begun most results will start kicking in from next week Most interesting part of H2 is that companies also report their Cash Flow Statements & Balance Sheets not just the P&L It becomes important to analyse the working capital situation Also due to the rainy season some co's operations may see a YoY impact Many exporters will also report weak set due to tariff uncertainties One thing is for sure: H2 will be significantly better 😄"  
[X Link](https://x.com/EquityInsightss/status/1976528084984578472) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-10T05:59Z 53.5K followers, 9597 engagements


"Monday mayhem loading🔻 VIX spiked XX% fear is back Risk off mood globally Setting the stage for a big gap down opening across Asia on Monday"  
[X Link](https://x.com/EquityInsightss/status/1976909941631074737) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-11T07:17Z 53.5K followers, 52K engagements


"Negative for BLS International🟥 MEA has debarred BLS from participating in new Indian Mission tenders for X years due to certain complaints and ongoing cases Existing MEA contracts remain unaffected and operations continue as usual As per clarification Indian Missions contributed XX% of Cons REV & X% of EBITDA in Q1FY26"  
[X Link](https://x.com/EquityInsightss/status/1977004591427489842) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-11T13:33Z 53.5K followers, 30.9K engagements


"Total AMC Industry AUM grew from XXXX trn in Mar23 to XXXX trn in Jun25 CAGR of XX% over FY23-25 Top XX AMCs account for nearly XX% of the total AUM X AMCs grew faster than the industry average gaining share Quant PPFAS Motilal Oswal among biggest gainers"  
[X Link](https://x.com/EquityInsightss/status/1977254352890085439) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-12T06:05Z 53.5K followers, 14.7K engagements


"Airtel Google AdaniConneX to jointly build Indias first mega AI hub & data center in Visakhapatnam $XX Bn investment (2026-2030) for gigawatt scale AI infrastructure powered by clean energy"  
[X Link](https://x.com/EquityInsightss/status/1977992446521872602) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-14T06:58Z 53.5K followers, 25.4K engagements


"BLS wins contract from MEA to establish & operate Indian Visa Application Centers in China Lol recently it got debarred from MEA for X years don't know what is happening"  
[X Link](https://x.com/EquityInsightss/status/1978705693071769730) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-16T06:12Z 53.5K followers, 36K engagements


"IndiaMart : Extremely Strong B/S with Solid Free Cash Generation Market Cap : 14000 Cr EV : 10500 Cr Cash + Investments : 3500 Cr On Track for approx XXX FCF for FY25 Trading at 15x on FCF basis (6.5% yield) Collections🔼8% Paying Suppliers : XXXX Lakh🔼2% ARPU : 65k🔼7% (FY17-25) Paying Suppliers CAGR : XX% ARPU CAGR : X% Supplier net additions this quarter 2.8k Once this growth accelerates it will be very attractive"  
[X Link](https://x.com/EquityInsightss/status/1979483706029969760) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-18T09:44Z 53.5K followers, 14K engagements


"Banks are firing today🟩 Tier X & Tier X banks leading the rally"  
[X Link](https://x.com/EquityInsightss/status/1980155499132723648) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-20T06:13Z 53.5K followers, 5649 engagements


"🪔Happy Diwali 🎆 May this Diwali bring you prosperity happiness wisdom May the festival of lights brighten your life. Every new day comes with a new spark of happiness. Wishing you prosperous investing ✨"  
[X Link](https://x.com/EquityInsightss/status/1980156533339238502) [@EquityInsightss](/creator/x/EquityInsightss) 2025-10-20T06:18Z 53.5K followers, 2819 engagements