[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@sourabhwadhwa22](/creator/twitter/sourabhwadhwa22) "Mahindra Logistics : Q1 EBITDA: Rs. XXX million (compared to Rs. XXX million in the same quarter last year). This represents a significant XXXXX% year-on-year growth in EBITDA. Q1 EBITDA Margin: XXXX% (compared to XXXX% in the same quarter last year). This indicates a slight but positive XXXX percentage point improvement in the company's profitability margin"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947212548870160886) 2025-07-21 08:30:23 UTC XXX followers, XXX engagements "More Stocks Posted to Fantastic Results XX. MASTEK XX. JAYASWAL NECO XX. AARTI DRUGS XX. JSW STEEL XX. IOB XX. Garuda Construction XX. Navkar Corp. XX. Polycab India XX. Indian Hotels XX. Vimta Labs #resultseason #StockResults #BestResults #StockMarket #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946222862068515289) 2025-07-18 14:57:44 UTC XXX followers, XXX engagements "HCL Technologies Limited HCLSoftware partners with the Swiss Network in India via a strategic MoU to pioneer GovTech solutions focusing on digital transformation and innovation. MCap: 415869.18 Cr. CMP: 1532.5 #HCLTECH #Breaking #FlashStox #StockMarket"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947184431187271882) 2025-07-21 06:38:39 UTC XXX followers, XX engagements "Market Update 16th July 2025 Market Performance: ๐Rebound: Indian stock markets ended higher on July XX breaking a four-day losing streak. ๐Sensex: The BSE Sensex climbed XXXXXX points or XXXX% to close at 82570.91. ๐Nifty: The NSE Nifty advanced XXXXXX points or XXXX% to settle at 25195.80. ๐Broader Market: The Nifty MidCap and SmallCap indices also rose significantly outperforming the main benchmarks"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945103741532954831) 2025-07-15 12:50:44 UTC XXX followers, XX engagements "๐ฆ PNB HOUSING FINANCE Q1 FY26 Concall Highlight ๐ NIM (Net Interest Margin) Guidance: Upgraded ๐ผ Bias: Upside for FY26 ๐ Announced during Q1 FY26 Earnings Call ๐ Commentary: Improved NIM outlook signals better spreads improved asset quality or funding cost efficienciespositive for earnings trajectory"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947551690552394230) 2025-07-22 06:58:01 UTC XXX followers, XX engagements "Indian Defence sector Updates in the last week ๐Fighter Jet Engine Collaboration with France: The Ministry of Defence has reportedly proposed a 61000 crore project for the joint development of next-generation fighter jet engines with France. ๐AK-203 Rifle Deliveries: Indo-Russian Rifles Private Limited (IRRPL) a joint venture is set to deliver the next batch of 7000 Kalashnikov AK-203 assault rifles to the Indian Army within the next 2-3 weeks. ๐Akash Prime Missile System Tested in Ladakh: The Indian Army successfully tested the Akash Prime air defence system at an altitude of over 15000"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946875280788017158) 2025-07-20 10:10:12 UTC XXX followers, XX engagements "SEBI India's market regulator imposed a ban on the US-based trading firm Jane Street and its affiliated entities from accessing the Indian securities market. Jane Street engaged in market manipulation concerning index options on expiry day Impact on Capital Markets #Stocks"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1941158406880104745) 2025-07-04 15:33:23 UTC XXX followers, XX engagements "CHOICE INTERNATIONAL: Q1 CONS NET PROFIT 480M RUPEES VS 320M (YOY) Q1 REVENUE 2.34B RUPEES VS 2B (YOY) CHOICE INTERNATIONAL: Q1 EBITDA 827M RUPEES VS 530M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947255291860676868) 2025-07-21 11:20:14 UTC XXX followers, XX engagements "Delta Flight DL446 (Boeing 767400) makes emergency landing at LAX after left engine bursts into flames midair. No injuries; XXX passengers and X crew land safely. FAA launches investigation second Delta engine fire this year. #Delta #LAX #AviationSafety โ"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947004391896289535) 2025-07-20 18:43:15 UTC XXX followers, XX engagements "Q1FY26 Earnings Season: Tata Consultancy Services (TCS) and Avenue Supermarts are scheduled to kick off the Q1FY26 earnings reporting season. Their results are expected to set the tone for broader market sentiment. #Nifty #Sensex"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1942852768546353441) 2025-07-09 07:46:11 UTC XXX followers, XXX engagements "*Sai Life* exports were strong at US $ XXXX mn up XXX% MoM (1QFY26 at US $ XX mn down XX% QoQ). Key drivers are Cyclopenta Pyridine to Abbvie at US $ XXXX mn Bilastine of US $ XXX mn to Faes Farma Imidazo Pyridine to Catalent at US $ XXX mn Quinazolin to Eli Lilly for US $ XXX mn Library of compounds to Merck for US $ XXX mn. Rest were small quantities of intermediates to clients like GSK Corden Merck UCB Roche etc"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1944734554834837863) 2025-07-14 12:23:43 UTC XXX followers, XX engagements "Pre Market XX -July 2025 Update X ๐Zydus Lifesciences gets USFDA clearance (no observations) for Matoda facility. ๐Shilpa Medicare receives VAl classification from USFDA at Bengaluru Unit VI. ๐Biocon obtains FDA approval for Kirsty the first interchangeable insulin aspart biosimilar in the US. ๐Neogen Chemicals reports fire loss of 7348 Cr at Dahej; XXX Cr insurance claimed plant rebuild in 9-12 months. ๐Suven Life Sciences begins Phase-2b trial of Ropanicant for depression; topline data by H2FY26. ๐Konark Synth sells key property for XX Cr to reduce debt. ๐Reliance Infra. Board"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945678168146227275) 2025-07-17 02:53:18 UTC XXX followers, XXX engagements "Stocks trading below their 5Y median PE When quality meets relative valuation - a sweet spot for long-term investors. Lets look at X such names: ๐ฅค Varun Beverages Ltd Current PE: XX 5Y Median PE: XXXX โก Premium FMCG play available at a discount to its historical valuation. ๐งฌ Dr Reddys Laboratories Ltd Current PE: XXXX 5Y Median PE: XXXX โก Global pharma leader with improving margins and steady US pipeline. ๐งดPidilite Industries Ltd Current PE: XXXX 5Y Median PE: XXXX โก Monopolistic brand in adhesives and construction chemicals now trading below historical PE. ๐จ Asian Paints Ltd Current PE:"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1944056359604949185) 2025-07-12 15:28:49 UTC XXX followers, XXX engagements "Infosys & Telstra International Join Forces Infosys has partnered with Telstra International to drive technology leadership and innovation. The collaboration aims to co-develop advanced solutions across AI cloud and digital servicesreinforcing Telstras global tech capabilities and Infosyss enterprise expertise. โ This alliance marks another step in Infosyss strategic global expansion. ๐ #Infosys #TelstraInternational #TechPartnership #DigitalTransformation #AI #CloudComputing #Innovation #ITServices #IndianIT #GlobalTech"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947310155328327966) 2025-07-21 14:58:14 UTC XXX followers, XX engagements "MAHANAGAR GAS Q1 FY25: STRONG BEAT ๐ฅ ๐Net Profit came in at 3.2B compared to 2.5B in the previous quarter beating the estimate of 2.74B. ๐EBITDA stood at 4.85B vs 3.8B QoQ also ahead of the 4.05B estimate. ๐EBITDA Margin improved to XXXXX% from XXXXX% QoQ slightly above the estimated 22.2%. A solid quarter with strong operational gains and margin expansion. #MGL #MahanagarGas #Q1Results #EarningsBeat #NaturalGas #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947570910342385964) 2025-07-22 08:14:23 UTC XXX followers, XX engagements "Parin Enterprises Ltd. has indeed secured a contract from the Ministry of Civil Aviation Airports Authority of India (AAI) to supply airport furniture to Ayodhya Airport Uttar Pradesh valued at Rs XXXXX lakhs"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947265627863011810) 2025-07-21 12:01:18 UTC XXX followers, XX engagements "4th July 2025 Update: Dividends Declared: Several companies including Cyient Escorts Kubota Gloster Mahindra & Mahindra Nippon Life India Asset Management Nestle India SKF India Tech Mahindra and Thermax had a record date of July X 2025 for dividends of XX or more"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1941133404466209153) 2025-07-04 13:54:02 UTC XXX followers, XXX engagements "Mahindra & Mahindra Financial Services Q1 FY26 Highlights Net Profit: XXX Billion closely aligned with expectations around XXXX B Disbursements: 12800 Cr (midJuly data) modest YoY improvement Business Assets: XXXX Lakh Cr (Q1 FY25); Q1 FY26 likely improved further Outlook: Stable asset quality margin resilience and disciplined growth in loan assets"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947587146845479196) 2025-07-22 09:18:54 UTC XXX followers, XX engagements "HCL Technologies Q1 FY26 Concall Highlights (July 2025) X. Revenue & Segment Performance - Revenue: $3545 mn +3.7% YoY CC XXX% QoQ. LTM revenue $XX bn. - Services Revenue: $3227 mn +4.5% YoY CC (0.1% QoQ); Software: $XXX mn (3% YoY). - Growth: IT/Biz Services +3% YoY Engineering/R&D +11.8% YoY; Software weak after prior run (ARR up XXX% YoY). - Geographies: US +0.5%; Europe +9.6%; Rest of World +15%. - Verticals: Strongest in Tech & Services (+13.7%) Telecom/Media (+13%) Retail/CPG (+8.2%) BFSI (+6.8%). X. Margins & Profitability - EBIT Margin: XXXX% (161 bps QoQ); Net Income $XXX mn (12.7%"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946181869394932176) 2025-07-18 12:14:50 UTC XXX followers, XX engagements "These stocks saw the highest number of shares traded: 18th July JP Power XXXXX cr shares Vodafone Idea XXXX cr GTL Infra XXXX cr RattanIndia Power XXXX cr Alok Industries XXXX cr PC Jeweller XXXX cr Magellanic Cloud XXXX cr Excel Realty & Infra XXXX cr Ola Electric Mobility XXXX cr Axis Bank XXXX cr"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946185296795566205) 2025-07-18 12:28:27 UTC XXX followers, XXX engagements "๐ Persistent Systems Q1 FY25 (vs Q4 FY24) ๐ข Net Profit: 4.25B vs 3.96B ( 7.3%) ๐ข Revenue: 33.33B vs 32.4B ( 2.9%) ๐ข EBIT: 5.18B vs 5.05B ( 2.6%) โ EBIT Margin: XXXXX% vs XXXXX% ( X bps) ๐งพ Takeaway: Consistent growth in revenue and profit QoQ. Margins remain stable with only a marginal dip. Reflects strong execution and demand resilience"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947980322047774941) 2025-07-23 11:21:15 UTC XXX followers, XXX engagements "Stocks Posted Fantastic Results till 17th July: Keep an eye on all Stocks and take decision ๐HDFC AMC ๐WAREE RENEWABLE TECH ๐SWSOLAR ๐KRISHANA PHOSCHEM ๐Oriantal Hotels ๐Tanfac Industry ๐Tech Mahindra ๐Le Travenues ๐ITC Hotels ๐Onward Technology ๐Just Dial ๐ICICI Lombard ๐Bank Of Maharashtra ๐Swaraj Engines ๐Rajoo Engineers ๐Emerald Finance ๐Amal ๐MB Agro Prod #Earnings #QuarterResults #QuarterlyEarnings #StockMarketIndia #EarningsSeason #Q1FY26Results"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945832713296179603) 2025-07-17 13:07:25 UTC XXX followers, XXX engagements "Mazagon Dock Shipbuilders Cipla CG Power & Industrial Solutions Bosch Cummins India Colgate-Palmolive (India) Supreme Industries Godfrey Phillips India Honeywell Automation India Indraprastha Gas (IGL) Emami Sun TV Network KFIN Technologies AstraZeneca Pharma India"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1940121302754525385) 2025-07-01 18:52:18 UTC XXX followers, XXX engagements "Indian stock market (Sensex and Nifty) experienced a decline today July XX 2025. Here are the primary reasons for the fall: X. Weak Q1FY26 Results from TCS (Tata Consultancy Services): X. Resurfacing Global Trade Tensions and Trump's Tariff Announcements: X. SEBI's Action Against Jane Street: X. Broader Market Sentiment : Beyond IT sectors like Auto Oil & Gas Financials and PSU Banks also saw declines. X. The Nifty MidCap and SmallCap indices also fell indicating a broad-based sell-off and cautious investor sentiment"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1943571948815990837) 2025-07-11 07:23:57 UTC XXX followers, XXX engagements "Brokerage on ICICI Bank 1) Jefferies Maintain Buy; Hike TP to Rs 1760 from Rs 1710 2) Bernstein Maintain Market-perform with target price of Rs 1440 3) CLSA O-P TP Rs 1700 4) Nomura Buy TP raised to Rs 1740 5) Nuvama Buy TP Rs 1670 6) GS Neutral TP Rs 1660 Brokerage on HDFC Bank 1) CLSA Maintain Outperform; Hike TP to Rs 2300 from Rs 2200 2) Jefferies Maintain Buy; Hike TP to Rs 2400 from Rs 2340 3) Nomura Buy TP Raised to Rs 2190 4) Nuvama Buy TP Rs 2270 5) Bernstein Buy TP Rs 2300 #ICICIBank #hdfcbank"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947216166956527999) 2025-07-21 08:44:46 UTC XXX followers, XX engagements "Bank of India (SBI) SBI has successfully raised over 25000 crore through a Qualified Institutional Placement (QIP) by allocating over XXXX crore equity shares to institutional investors at a price of XXX per share. This QIP which opened on July XX 2025 has been notably oversubscribed with reports indicating it received bids worth around XXXX lakh crore from nearly XXX institutional bidders. This makes it the largest institutional fundraise of its kind in India"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947269658345869451) 2025-07-21 12:17:19 UTC XXX followers, XX engagements "๐งฑ Sagar Cements Q1 FY26 Results (YoY) ๐ข Net Profit: XX crore vs (284) crore loss ๐ Revenue: XXX crore vs XXX crore (+19.6%) ๐ Comment: Strong turnaround from losses last year supported by healthy revenue growth suggesting improved cost control and demand pickup. #SagarCements #Q1Results #CementStocks #EarningsUpdate #StockMarketIndia #QuarterlyResults #TurnaroundStory #InvestSmart #CementSector #IndianMarkets"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947287177982824568) 2025-07-21 13:26:56 UTC XXX followers, XX engagements "Indian companies are scheduled to announce results and hold calls in the coming weeks including: * July 14: HCL Technologies Tejas Networks Ola Electric Paras Defence Tata Technologies * July 15: Lumax Industries Rallis India ICICI Prudential Life Bank of Maharashtra HDFC Life Insurance ICICI Lombard * July 16: Tech Mahindra L&T Technology Services * July 17: Wipro Axis Bank Angel One * July 18: JSW Steel * July 19: HDFC Bank ICICI Bank * July 21: UltraTech Cement * July 23: Infosys Dr. Reddy's Laboratories * July 24: Bajaj Finance Nestle India * July 25: Bajaj Finserv Cipla * July 26: Kotak"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1944055322726863204) 2025-07-12 15:24:42 UTC XXX followers, XXX engagements "DCM Shriram Ltd #DCMShriram Press release and inv PPT: Stable and steady Q1FY26 led by Chemicals(Caustic segment) Sugar segment has one off exceptional loss of 36cr which impacted Q1FY26 Exceptional loss of 36cr due to restrospective levy of duty on ethanol exported outside UP Impacted sugar & ethanol segment in Q1FY26 Q1FY26: Rev13% at 3455cr EBITDA XX% at 304cr vs 248cr OPM 90bps YoY RoCE XXXX% Net debt stable at 1481cr Definitive agreement to acquire XXX% stake in Hindustan Speciality Chemicals Forward integration of ECH into Epoxy and to start advanced materials Expected completion by"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947569009647382696) 2025-07-22 08:06:50 UTC XXX followers, XX engagements "The Indian soft drink industry is projected to experience a strong rebound with an expected growth rate of over XX% in the upcoming year despite recent disruptions caused by unpredictable weather conditions VBL (Varun Beverages) will be the good bet is currently testing its resistance level presenting a compelling stock opportunity With strong fundamentals and promising future prospects keep a close eye on this one. #StockMarket #Investing #Opportunities""  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1941804693585281527) 2025-07-06 10:21:30 UTC XXX followers, XXX engagements "Expectations from Each company reporting results on Thursday July XX 2025: ๐น Large Caps Bajaj Finance Solid Growth Nestle Muted Margins SBI Life Stable VNB ๐น Mid & Small Caps ACC Steady Volume Adani Energy Solutions Flat Growth APL Apollo Volume Driven Canara Bank Margin Pressure CG Power Order Backed Cyient Weak Quarter IEX Rangebound Indian Bank Stable Asset Mphasis IT Headwinds Phoenix Mills Retail Recovery REC Strong Disbursement Supreme Industries Margins ๐น Others Aditya Birla Sunlife AMC Moderate Inflows Aether Industries Chemical Volatility Capital SFB NIM Watch Coromandel"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947997344680808883) 2025-07-23 12:28:53 UTC XXX followers, XXX engagements "Afcons Infrastructure Ltd has been declared L1 bidder for a major railway infrastructure project in Croatia. ๐น Project Value: EUR XXX million (approx 6800 crore) ๐น Scope: Railway development (details awaited) ๐น Timeline: XX months (6 years) ๐น Significance: Strengthens Afcons global presence especially in Europe"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947272082946920718) 2025-07-21 12:26:57 UTC XXX followers, XX engagements "Asian Paints HUL Varun Beverages UPGRADED Jefferies double upgrades these consumer staples from UPF to Buy Very difficult for Asian Paints to give a good historical returns to investors in competitive Market. I hope i will be wrong ๐"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1942857489285836910) 2025-07-09 08:04:56 UTC XXX followers, XX engagements "RAJRATAN GLOBAL WIRE: Q1 CONS NET PROFIT 135M RUPEES VS 152M (YOY) RAJRATAN GLOBAL WIRE: Q1 EBITDA 309M RUPEES VS 295M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXX% (YOY) BACK TO BACK WORST RESULTS AVOID๐ฉ๐ฉ๐ฉ๐ฉ"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947197071133454814) 2025-07-21 07:28:53 UTC XXX followers, XX engagements "Bharti Capital just overtook TCS for the 3rd spot. TCS be like Bro I blinked for one quarter ๐ญ๐ #MarketDrama #BhartiOnTop 1- Reliance Industries 1915581 Cr 2- HDFC Bank 1541557 Cr 3- Bharti Airtel 1157838 Cr 4- TCS 1146608 Cr 5- ICICI Bank 1053344 Cr 6- SBI 727714 Cr 7- Infosys 655690 Cr 8- Bajaj Finance 601388 Cr 9- LIC 581236 Cr 10- HUL 576813 Cr"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947991976214962683) 2025-07-23 12:07:33 UTC XXX followers, XX engagements "The future of the power sector in India is exceptionally promising driven by a powerful mix of government initiatives technological innovation and rising demand. X. NTPC Ltd Indias largest power generation company now rapidly expanding into renewables under Green NTPC. X. Power Grid Corporation of India The backbone of Indias electricity transmission network a defensive and consistent performer. X. Tata Power Diversified portfolio with strong presence in EV charging renewables and distribution business. X. Adani Energy Solutions Focused on transmission and urban grid infra. Plays a key role"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947596007174193520) 2025-07-22 09:54:07 UTC XXX followers, XXX engagements "Stocks are trading at their highest prices ever recorded All Time High HAMC: 5590 Fortis Healthcare: XXXXXX (high) ITC Hotels: XXXXXX JK Cement: 6498 Aegis Vopak Terminals: XXXXXX Jubilant Agri : 1966.80 The Ramco Cements: 1154.60 Asahi India Glass: XXXXXX Blue Jet Healthcare: XXXXXX LT Foods: XXXXXX Sai Life Sciences: XXXXXX Choice International: XXXXXX Schloss Bangalore: XXXXXX Travel Food Services: 1141.00 Syrma SGS Technology: 705.15"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946184721576149380) 2025-07-18 12:26:10 UTC XXX followers, XXX engagements "๐ Vertis Infrastructure Trust Major Fund Raise via SLB ๐ธ Raised: XXX Cr through Sustainability-Linked Bonds (SLB) ๐ Anchor Investor: IFC (450 Cr investment) ๐ Current Portfolio AUM: 25000 Cr ๐ Commentary: The SLB issuance reinforces Vertis Infra Trusts commitment to sustainable infrastructure and ESG-aligned financingstrong global backing with IFC anchoring half the issue. #VertisInfraTrust #SustainabilityLinkedBond #IFC #ESG #InfraFunding #AIF #REIT #GreenFinance"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947567464780599309) 2025-07-22 08:00:42 UTC XXX followers, XX engagements "ORBIT EXPORTS: Q1 CONS NET PROFIT 150M RUPEES VS 98M (YOY) Q1 REVENUE 659M RUPEES VS 519M (YOY) Q1 EBITDA 189M RUPEES VS 151M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948051426019852619) 2025-07-23 16:03:47 UTC XXX followers, XX engagements "โ RBI Flags Gaps in Axis Banks Accounting & Governance ๐งพ Loose Loan Classification & Credit Recognition During the Q1 FY26 earnings Axis Bank reported an unexpected jump in provisionshitting 5806 crore in net profit down X% YoY. This spike followed a corrective review mandated by RBI after it found Axiss internal policies on loan asset classification and stress recognition excessively lenient. The bank had to tighten norms especially for unsecured retail and small business lending leading to revised provisions worth XXX crore"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947306347801747498) 2025-07-21 14:43:07 UTC XXX followers, XX engagements "๐ฆ Bank of America (BofA): No U.S. Recession & No Fed Rate Cuts This Year #FEd #DowJones"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947283121361011008) 2025-07-21 13:10:49 UTC XXX followers, XX engagements "๐จ Flash: PM Modi to inaugurate a Defence Building & Hanimadoo Airport during his upcoming Maldives visit โ Strengthening ties & strategic infrastructure in the Indo-Pacific ๐ก๐ Booking a trip: Maldives for reels Lakshadweep for deshbhakti ๐ฅ vs #ModiInMaldives #DefenceDiplomacy #HanimadooAirport #IndiaMaldives #StrategicTies"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948101779591471156) 2025-07-23 19:23:52 UTC XXX followers, XX engagements "Stocks trading below their 5Y median PE When quality meets relative valuation - a sweet spot for long-term investors. Lets look at X such names: ๐ฅค Varun Beverages Ltd Current PE: XX 5Y Median PE: XXXX โก Premium FMCG play available at a discount to its historical valuation. ๐งฌ Dr Reddys Laboratories Ltd Current PE: XXXX 5Y Median PE: XXXX โก Global pharma leader with improving margins and steady US pipeline. ๐งดPidilite Industries Ltd Current PE: XXXX 5Y Median PE: XXXX โก Monopolistic brand in adhesives and construction chemicals now trading below historical PE. ๐จ Asian Paints Ltd Current PE:"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1944056508095877217) 2025-07-12 15:29:25 UTC XXX followers, XXX engagements "Trial production of the iPhone XX has reportedly begun in India. Apple's primary manufacturing partner Foxconn Technology Group has started importing key components from China such as display assemblies rear camera modules and mechanical housings to India for assembly"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1944040415222747136) 2025-07-12 14:25:28 UTC XXX followers, XXX engagements "๐ Dr. Reddys Q1 FY25 (YoY & Estimates) ๐ผ Net Profit: 14.18B vs 13.9B YoY ( 2%) ๐ Estimate: 14.78B (๐ป miss) ๐ผ Revenue: 85.72B vs 76.96B YoY ( 11.4%) ๐ Estimate: 86.76B (๐ป slight miss) ๐ผ EBITDA: 21.73B vs 21.3B YoY ( 2%) ๐ Estimate: 22.02B (๐ป below est.) ๐ป EBITDA Margin: XXXXX% vs XXXXX% YoY ( XXX bps) ๐ Estimate: XXXX% (in line) ๐งพ Takeaway: Topline and profits grew YoY but missed Street expectations slightly. Margins declined due to cost pressures or product mix changes. Overall stable operational performance though not a beat"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947980128325419146) 2025-07-23 11:20:28 UTC XXX followers, XX engagements "Sectoral Performance:16th July 2025 ๐Gainers: Auto and Pharma sectors led the rally with Hero MotoCorp Bajaj Auto Sun Pharma Shriram Finance and Apollo Hospitals among the top gainers. ๐Losers: HCL Technologies SBI Life Insurance HDFC Life Insurance and Tata Steel were among the top losers. The IT sector in particular saw selling pressure due to weak Q1 earnings from some companies"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945103997867524147) 2025-07-15 12:51:46 UTC XXX followers, XXX engagements "๐จ ICC confirms โ England to host the next three World Test Championship Finals in 2027 2029 and 2031 following a successful run in 20212025. The decision was finalized at the ICC Annual Conference in Singapore reaffirming Englands status as the permanent venue. ๐"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947007913886699779) 2025-07-20 18:57:14 UTC XXX followers, XX engagements "High-volume stocks from the Indian market on July 1st 2025: IDEA RTNPOWER FILATFASH GTLINFRA IDFCFIRSTB PFOCUS HSCL (GATECHDVR) Yes Bank Limited Suzlon Energy Ltd. Easy Trip Planners Ltd. BEL Punjab National Bank ITC Ltd. Reliance Industries Ltd. NMDC Ltd. NHPC Ltd. JIO"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1940108302693601649) 2025-07-01 18:00:39 UTC XXX followers, XXX engagements "Due to poor performance in Sales Number Stocks downgraded to Large Cap to Mid Cap category Rail Vikas Nigam Hero Motocorp Indian Overseas Bank Cummins India Swiggy Polycab India Bosch Ltd ICICI Prudential Life Dabur India JSW Energy NTPC Green"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1942459985931207052) 2025-07-08 05:45:24 UTC XXX followers, XXX engagements "HDFC Bank used to post solid earnings but the stock still dipped classic meme stock behavior. Now with just XX% growth its hitting All-Time Highs. ๐ Bas bhai market ka mood ho toh sab chalta hai. Time time ki baat hai ๐ #HDFCBank #StockMarket #ATH #Earnings #MarketMood #InvestingHumour"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948002827579846709) 2025-07-23 12:50:40 UTC XXX followers, XXX engagements "๐ SHYAM METALICS & ENERGY Q1 FY26 Results ๐ข Net Profit: 2.9B vs 2.76B (YoY) ๐ข EBITDA: 6.3B vs 5.4B (YoY) ๐ป EBITDA Margin: XXXXX% vs XXXX% (YoY) YoY Growth in Profit & EBITDA Slight Margin Dip #ShyamMetalics #Q1Results #EarningsUpdate #MetalStocks #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947593212035797056) 2025-07-22 09:43:00 UTC XXX followers, XX engagements "Top XX Global Stock Market Returns in last year S&P XXX (USA): +13.6% Nasdaq (USA): +28.6% DAX (Germany): +12.0% CAC XX (France): +3.1% Nikkei XXX (Japan): XXX% FTSE XXX (UK): +6.0% Hang Seng (Hong Kong): XXX% Shanghai (China): XXX% Sensex (India): +22.4% ASX XXX (Australia): +5.4% #GlobalMarkets #StockIndexReturns #SP500 #Nasdaq #DAX #CAC40 #Nikkei225 #FTSE100 #HangSeng #ShanghaiComposite #Sensex #ASX200 #StockMarketUpdate #EquityMarkets"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947300986030318014) 2025-07-21 14:21:48 UTC XXX followers, XXX engagements "We will miss the F-35 its gone. Probably vanished like its budgetstealthy in every sense. ๐ฅฒโ๐ธ #F35 #StealthModeActivated #NowYouSeeItNowYouDont #AviationHumor"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947570012362870938) 2025-07-22 08:10:49 UTC XXX followers, XX engagements "SUPREME PETROCHEM: Q1 SL NET PROFIT 809M RUPEES VS 1.2B (YOY) Q1 REVENUE 13.86B RUPEES VS 15.7B (YOY) Q1 EBITDA 1.15B RUPEES VS 1.61B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948051536682393783) 2025-07-23 16:04:14 UTC XXX followers, XX engagements "ULTRATECH CEMENT: Q1 EBITDA 44B RUPEES VS 30.39B (YOY); EST 42.25B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY); EST XXXX% ULTRATECH CEMENT: Q1 CONS NET PROFIT 22.3B RUPEES VS 17B (YOY); EST 20.5B FANTASTIC RESULTSโ โ โ "  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947210528989786216) 2025-07-21 08:22:22 UTC XXX followers, XX engagements "INFOSYS: Q1 CONS NET PROFIT 69.2B RUPEES VS 70.33B (QOQ) Q1 REVENUE 422.8B RUPEES VS 409.25B (QOQ) INFOSYS: Q1 EBIT 88.03B RUPEES VS 85.75B (QOQ) Q1 EBIT MARGIN XXXXX% VS XXXXX% (QOQ)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947984513612579191) 2025-07-23 11:37:54 UTC XXX followers, XX engagements "Infosys Conference Call Insights ๐Banking & Financial Services (BFSI): Growth continues into fifth quarter highlighted by major client wins (e.g. Bank of Sydney Metro Bank AIB) ๐Deal Momentum: Net new bookings surged to $XXX billion from $XXX billion in Q4 ๐Macro Caution: Management acknowledged uncertainty in global discretionary spending (e.g. US tariff and rate outlook) favoring a conservative growth band"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947985044137537949) 2025-07-23 11:40:00 UTC XXX followers, XXX engagements "@IndianGems_ Dont we have technology or what else I dont think so corruption spread all over India"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946458292856762646) 2025-07-19 06:33:15 UTC XXX followers, XXX engagements "Vakrangee x Shriram General Insurance Strategic Tie-Up Vakrangee has partnered with Shriram General Insurance to offer a wide range of general insurance products through its Vakrangee Kendra network. With 83%+ outlets in Tier X to Tier X regions this move enhances insurance accessibility in deep rural India. ๐ฐ Market Cap: 1061.53 Cr ๐ CMP: XXXX ๐ Commentary: A strong rural push aligning with financial inclusioninsurance distribution could add to Vakrangees service stickiness and revenue mix. #Vakrangee #ShriramInsurance #RuralReach #FinancialInclusion #InsurancePenetration #BFSI"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947571060225765504) 2025-07-22 08:14:59 UTC XXX followers, XX engagements "JIO FINANCIAL Q1 NET PROFIT UP X % TO XXX CR YOY UP X % QOQ INTEREST INCOME UP XXX % TO XXX CR YOY UP XX % QOQ OTHER INCOME DOWN XX % TO XXX CR YOY UP XX % QOQ"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946181318879907936) 2025-07-18 12:12:39 UTC XXX followers, XX engagements "India exported roughly $XX billion worth of petroleum products to the EU in 202425 (down from $XXXX billion FY24) much of it derived from Russian crude . With the new EU ban diesel petrol jet fuel exports from Nayara and Reliance are now at risk"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947003397212926074) 2025-07-20 18:39:18 UTC XXX followers, XX engagements "BROKERAGE REPORT ON HCL #BrokerageHouseviews HCL TECHNOLOGIES #Jefferies Upgrade To Buy Call Target Price At Rs 1850/Sh Q1 Revenue Beat But Profit Missed On Sharp Margin Decline FY26 Growth Guidance Raised To XX% Highest Among Top-5 IT Firms Investments To Drive Superior Growth & Premium Valuation #Citi Neutral Call Target Price At Rs 1650/Sh Q1 Was Mixed With Flattish IT Svcs Revenue & XXX bps Margin Decline QoQ HCL Software Revenue Down X% YoY Indicating Weak Performance No Demand Deterioration Seen; BFSI & Tech Improving Others Weak Sector Growth Challenged Highlighting Need For"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945006054007283981) 2025-07-15 06:22:34 UTC XXX followers, XX engagements "๐ป KIRLOSKAR PNEUMATIC Q1 FY25 Results: WEAK SHOW ๐ Net Profit: 281M vs 270M (YoY) Marginal rise ๐ EBITDA: 358M vs 392M (YoY) ๐ EBITDA Margin: XXXXX% vs XXXXX% (YoY) ๐ Overall: Weak performance both YoY and QoQ Margin compression and lower operating efficiency weigh on results. #KirloskarPneumatic #Q1Results #EarningsUpdate #IndustrialStocks #Profitability #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947567630505938996) 2025-07-22 08:01:21 UTC XXX followers, XX engagements "SBI Life Insurance Q1 FY25 Results (YoY): ๐ Net Profit: X Billion vs XXX Billion ๐ฐ Net Premium Income: XXX Billion vs XXX Billion โ Strong Growth: Solid YoY growth in both profit (+15.4%) and premium income (+13.9%) reflects robust policy sales and efficient cost management. SBI Life continues to perform as a market leader in the life insurance space"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948347374402973738) 2025-07-24 11:39:47 UTC XXX followers, XX engagements "DODLA DAIRY: Q1 CONS NET PROFIT 629M RUPEES VS 650M (YOY) DODLA DAIRY: Q1 EBITDA 825M RUPEES VS 1.05B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY) Worst Result ๐ฉ๐ฉ๐ฉ I hope Parag Milk will perform better"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947173908307673233) 2025-07-21 05:56:51 UTC XXX followers, XXX engagements "๐ Market Movers Alert Seven stocks hit fresh all-time highs today breaking past previous records ๐ ICICI Bank SML Isuzu Shree Cement Ramco Cement Vishal Mega Mart Kilburn Engineering Tilaknagar Industries ๐ฅ Bullish momentum in full swing #StockMarket #AllTimeHighs #Nifty50 #ICICIBank #SMLIsuzu #CementStocks #Tilaknagar #VishalMegaMart"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947689892382998625) 2025-07-22 16:07:11 UTC XXX followers, XXX engagements "Some More Stocks Fantastic Results .4th list Dixon Technology Bhagyanagar Industry SML ISUZU MGL BlueJet Healthcare Lordo Chloro Sagar Cements Latent View Ultratech Cement Raghav Prod"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947655251429061111) 2025-07-22 13:49:32 UTC XXX followers, XXX engagements "Infosys Q1FY26 ๐ผ Operational Commentary โ Project Maximus: Continued emphasis on cost optimization and margin expansion through structural programs โ AI Integration: Building enterprise GenAI solutions leveraging cloud and Topaz/Cobalt capabilities though no separate GenAI revenue reported yet"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947985200258126220) 2025-07-23 11:40:38 UTC XXX followers, XXX engagements "New Orders & Business Announcements (July XX 2025): ๐Construction Sector: A construction company has secured a Letter of Award (LoA) for a Mumbai Metro project. ๐RVNL: Railway PSU RVNL won a Rs XXX crore project. ๐DMart (Avenue Supermarts): Reported Q1FY26 standalone profit up XXX% YoY to Rs XXX crore. ๐Adani Group: Plans to enter the healthcare sector with 1000-bed hospitals in Mumbai and Ahmedabad. ๐Wockhardt: To exit the US generic pharma segment and shut down two subsidiaries. ๐Festive Hiring: Consumer goods firms retailers e-commerce platforms and logistics companies are increasing"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1944032044037652551) 2025-07-12 13:52:12 UTC XXX followers, XXX engagements "Dr. Reddys Laboratories Update Dr. Reddys has received the Establishment Inspection Report (EIR) from the USFDA for its New York API facility with a classification of VAI (Voluntary Action Indicated). โ This marks closure of the inspection and signals continued progress on regulatory compliance. #DrReddys #USFDA #PharmaUpdate #StockMarketNews #API #EIR #Pharmaceuticals #Compliance"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947311930588496241) 2025-07-21 15:05:18 UTC XXX followers, XX engagements "I am sharing some Breakout Stocks that can give 30-35% returns in next X month. ๐นAnand Rathi Wealth ๐นGaruda Construction ๐นAadhar Housing Finance ๐นSumitomo Chemical ๐นSportking India ๐นParag Milk Foods ๐นCupid Ltd ๐นThyrocare Tech ๐นMarathon Nextgen Realty ๐นLe Travenues Tech #BreakoutStock #StockMarketIndia #NiftySmallCap #niftycrash #sensex"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947207579404259588) 2025-07-21 08:10:38 UTC XXX followers, 1134 engagements "Earnings on 22nd July 2025 Colgate-Palmolive (India) CreditAccess Grameen Dalmia Bharat Dixon Technologies (India) (IRFC) JSW Infrastructure Kajaria Ceramics KEI Industries Mahanagar Gas Mahindra & Mahindra Financial One97 Communications (Paytm) Shyam Metalics & Energy United Breweries Vardhman Textiles Zee Entertainment Enterprises Zensar Technologies #Q1Results #EarningsSeason #StockMarketIndia #QuarterlyResults #NSE #BSE #Q1FY26 #ResultsToday #MarketUpdate #InvestorAlert"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947288971215602014) 2025-07-21 13:34:04 UTC XXX followers, XXX engagements "#VSTIndustries Q1 FY25 โ ๐ข EBITDA: 769M vs 733M (YoY) ๐ข Margin: XXXXX% vs XXXXX% Operating efficiency improves steadily smoking out value ๐ผ #Q1Results #CigaretteStocks #Profitability #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947574273154916657) 2025-07-22 08:27:45 UTC XXX followers, XX engagements "๐ Persistent Systems Q1 FY25 (vs Q4 FY24) ๐ข Net Profit: 4.25B vs 3.96B ( 7.3%) ๐ข Revenue: 33.33B vs 32.4B ( 2.9%) ๐ข EBIT: 5.18B vs 5.05B ( 2.6%) โ EBIT Margin: XXXXX% vs XXXXX% ( X bps) ๐งพ Takeaway: Consistent growth in revenue and profit QoQ. Margins remain stable with only a marginal dip. Reflects strong execution and demand resilience"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947980289734857160) 2025-07-23 11:21:07 UTC XXX followers, XXX engagements "VARDHMAN TEXTILES Q1 FY25 Results (YoY) Net Profit: 2.1B vs 2.4B EBITDA: 3.38B vs 3.61B EBITDA Margin: XXXXX% vs XXXXX% ๐ Commentary: Moderate decline across profit and margin metrics indicates some operational pressure or weaker demand environment compared to the same quarter last year"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947550413521060144) 2025-07-22 06:52:56 UTC XXX followers, XX engagements "CIGNITI TECH: Q1 CONS NET PROFIT 659M RUPEES VS 732M (QOQ) Q1 REVENUE 5.34B RUPEES VS 5.3B (QOQ) Q1 EBIT 959M RUPEES VS 956M (QOQ) Q1 EBIT MARGIN XXXXX% VS XXXXX% (QOQ)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948051243584373101) 2025-07-23 16:03:04 UTC XXX followers, XX engagements "๐จ Stocks (52WK-H)(15/7/25) : Anupam Rasayan Control Print Cupid CWD Fredun Pharma GRM Overseas JM Financial Kilitch Drugs Kinetic Engg Laurus Labs Mahamaya Steel Manorama Inds Medanta Nesco PEL Prime Focus PSP Project Rallis Rama Phosphate Suven Life SKM Egg Thyrocare Venus Remedies #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945487347547566591) 2025-07-16 14:15:03 UTC XXX followers, XXX engagements "AFTER X DECADES HDFC BANK ANNOUNCES 1:1 BONUS SHARE AND X SPECIAL DIVIDEND PER SHARE #Stock #StockMarket #stockmarketsindia #HDFC #HDFCBANK"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946506936259690875) 2025-07-19 09:46:32 UTC XXX followers, XXX engagements "AGI Greenpac to Enter Aluminium Can Market with 1000 Cr Investment Competition to Varun Beverage :: ๐ข Key Highlights: ๐ฐ Investment: 1000 Crores (INR XX Billion) ๐ Location: Uttar Pradesh ๐ Operational Timeline: Phase X Completion: By Q3 FY28 Full Expansion Target: By FY2030 โ Production Capacity: ๐ฏ Initial Output: XXX Million Aluminium Cans/Year ๐ Expansion Goal: XXX Billion Cans/Year by FY30 ๐ฏ Strategic Intent: Diversifying from glass packaging into metal packaging Tapping rising demand for aluminium cans in: Beverages (soft drinks beer energy drinks) Aerosol and food packaging"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947299855841534054) 2025-07-21 14:17:19 UTC XXX followers, XXX engagements "๐ IndiaEFTA Free Trade Agreement (FTA) Update โ EFTA Nations Switzerland Norway Iceland & Liechtenstein have officially ratified the FTA with India. ๐ Effective Date: October X 2025 ๐ Key Highlights: Zero-duty access for Indian exports to high-income EFTA markets EFTA commits $XXX billion investment in India over XX years Major boost for sectors like pharma textiles engineering and IT services First FTA India signed with a developed trade bloc in over a decade ๐ Impact: Strengthens Indias position in global value chains Expected to create X million+ jobs Supports Indias Make in India &"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947222063720153439) 2025-07-21 09:08:12 UTC XXX followers, XX engagements "ORACLE FINANCIAL SERVICES SOFTWARE: Q1 CONS NET PROFIT 6.42B RUPEES VS 6.2B (YOY) Q1 REVENUE 18.52B RUPEES VS 17B (YOY) Q1 EBITDA 8.46B RUPEES VS 8.47B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948051290485096543) 2025-07-23 16:03:15 UTC XXX followers, XX engagements "Tata Power shares fell sharply after the Ministry of Power declined to extend Section XX beyond June XX 2025. As a result all five units of the Mundra (Coastal Gujarat Power Ltd) plantbuilt under imported coal guidelineshave been under maintenance shutdown since July X ๐ฏ . ๐ Implications Without Section XX these plants cant run at full capacity during extraordinary circumstances potentially disrupting dispatch and earnings . Mundra a X GW imported-coal asset was a key revenue generator under such extensions . ๐ Investor Takeaway Short-term earnings will take a hit due to Mundras idle"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947552053342949798) 2025-07-22 06:59:27 UTC XXX followers, XX engagements "Q1 FY26 jewellery sector update ๐ Titan: XX% revenue double-digit same-store growth 1086 stores XX net additions selective expansion ๐. Kalyan Jewellers: XX% revenue XX% same-store XXX stores XX additions XXX stores planned ๐. Senco Gold: XX% revenue XX% same-store XXX stores X additions XX stores planned ๐ช. PNG Gadgil: 30.4%* revenue X% same-store XX stores X additions 20-25 stores planned"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1942276648315019756) 2025-07-07 17:36:53 UTC XXX followers, XX engagements "UJJIVAN SMALL FINANCE BANK: Q1 SL NET PROFIT RUPEES 1B VS 3.01B (YOY) UJJIVAN SMALL FINANCE BANK: Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ) POOR YOY"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948310455669403739) 2025-07-24 09:13:05 UTC XXX followers, XXX engagements "Value Buy stocks from Jefferies: Adani Energy Adani Ports AWL Agri Birla Corp Belrise Bharti Airtel Finolex Cables IndiGo M&M NTPC and Sagility Adani Energy Belrise Sagility fresh additions"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1943546311527026902) 2025-07-11 05:42:04 UTC XXX followers, XXX engagements "VINTAGE COFFEE & BEVERAGES: Q1 CONS NET PROFIT 142M RUPEES VS 45M (YOY) Q1 REVENUE 1B RUPEES VS 437M (YOY) Q1 EBITDA 180M RUPEES VS 77M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY) Fantasticโ โ "  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946565471999771126) 2025-07-19 13:39:08 UTC XXX followers, XX engagements "INDIA'S ELECTRICITY REGULATORY COMMISSION APPROVES IMPLEMENTATION OF MARKET COUPLING - ORDER IEX currently controls over XX% of electricity spot market volumes. With market coupling a central algorithm will decide prices across all exchanges not just IEX. This takes away IEXs competitive edge in price discovery"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948077223568986420) 2025-07-23 17:46:18 UTC XXX followers, XXX engagements "๐จ BREAKING NEWS ๐จ After the grand Ram Mandir in Ayodhya a magnificent Sita Mandir will now be built in Sitamarhi Bihar ๐โจ Home Minister Amit Shah will perform the Bhoomi Poojan at Punaura Dham on August X. Siyavar Ramchandra Ki Jai ๐ฉ #SitaMandir #Sitamarhi #RamSita #BhoomiPoojan #HinduHeritage #AmitShah #RamMandir"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947569643343749312) 2025-07-22 08:09:21 UTC XXX followers, XX engagements "TCS slips to No. X in market cap rankings ๐ Bharti Airtel dials up to No. X ๐ถ Time is the ultimate leveler and so is the stock market. ๐ #StockMarket #TCS #BhartiAirtel #MarketCap #Nifty50 #Investing #DalalStreet"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947325300368416843) 2025-07-21 15:58:25 UTC XXX followers, XXX engagements "๐ง IPO Overview Milky Mist has filed its Draft Red Herring Prospectus (DRHP) with SEBI to raise up to 2035 crore ($239 million) via its IPO . The offer structure includes: A fresh issue of equity worth 1785 crore An offer-for-sale (OFS) of promoter-held shares worth XXX crore . ๐ Use of IPO Proceeds XXX crore to repay/prepay outstanding debt XXX crore to expand and modernize its Perundurai manufacturing facilitysetting up new lines for whey protein concentrate yogurt and cream cheese XXX crore to deploy visi-coolers icecream freezers and chocolate coolers across its retail footprint"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948369841405960265) 2025-07-24 13:09:03 UTC XXX followers, XX engagements "IndiQube Spaces IPO XXX Cr 225237/share ๐650 Cr fresh issue + XX Cr offerforsale ๐314 Cr anchored @ XXX (upper band) ๐Grey market premium 1013% suggests XXX listing ๐Day1 subscription 3087% overall retail 1.33.4 ๐Proceeds for capex & debt paydown; still lossmaking XX% revenue from Bengaluru (115 centers XXX mn sq ft) ๐Valued XXXX EV/EBITDA vs peer XX P/S XXX ๐Growth play with longterm potential but profitability & sector risks linger #IndiQubeIPO #IPO #Workspace #InvestSmart #MarketWatch"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947995007853678854) 2025-07-23 12:19:36 UTC XXX followers, XX engagements "BANSAL WIRE INDUSTRIES: Q1 CONS NET PROFIT 393M RUPEES VS 315M (YOY) Q1 REVENUE 9.39B RUPEES VS 8.2B (YOY) BANSAL WIRE INDUSTRIES: Q1 EBITDA 718M RUPEES VS 610M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947258030174724263) 2025-07-21 11:31:07 UTC XXX followers, XX engagements "The world really said Ctrl+Alt+Delete after Covid ๐ Now look at us: 1.ChatGPT is the new Google (but sassier) 2.Twitter is the new news channel (and were all anchors) is the new TV (but with X ads in X video ๐ค) is the new cinema (pause = pee break = bliss) 5.Quick commerce is the new supermarket (because 10-min snacks XX km walk) Welcome to the future. No interval no logic just vibes. ๐ฒ๐ฟ๐ฅ"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947307673025995098) 2025-07-21 14:48:23 UTC XXX followers, XX engagements "The IndiaUK Free Trade Agreement (FTA) is expected to benefit several sectors in India especially those with strong export potential and services expertise. ๐ Sectors Likely to Benefit the Most: ๐ญ X. Manufacturing & Automotive Car tariffs to drop sharply (from over XXX% to 10%) which could: Boost Indian auto component exports. Attract UK firms for component sourcing or EV collaborations. Benefit: Auto ancillaries EVs engineering goods. Stocks to watch: Motherson Bharat Forge Sundaram Fasteners. ๐ต X. Agriculture & Food Processing Indian tea mangoes grapes spices seafood to get higher demand"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948348006182346944) 2025-07-24 11:42:17 UTC XXX followers, XX engagements "List of sectors with top-performing stock and their approximate 1-year returns 1.Real Estate DLF +66% Apollo Hospitals +57% 3.Pharma Wockhardt +56% 4.Oil & Gas Oil India +55% Bajaj Auto +50% 6.Metals & Mining JSW Steel +48% 7.Consumer Asian Paints +40% Services BSE Ltd +167% Services AIIL +165% 10.PSU Banks Indian Bank +90% 11.NBFC Authum Investment +165% 12.FMCG Godfrey Phillips +107% 13.Power Reliance Power +106% Goods Mazagon +131% Materials PG Electroplast +197% 16.Diversified JSW Holdings +257% 17.Fintech (Paytm) +143% 18.Infra Reliance Infra +101% 19.Defence HAL +56% 20.Logistics /"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947290888650297422) 2025-07-21 13:41:41 UTC XXX followers, XXX engagements "Most Active Stocks by Volume (July 21) VI XXXX crore shares YES Bank XXXX crore shares JP Power XXXX crore shares PC Jeweller XXXX crore shares GTL Infra XXXX crore shares Excel Realty XXXX crore shares Ola Electric XXXX crore shares RattanIndia XXXX crore shares NMDC XXXX crore shares Garuda Engineering XXXX crore"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947288515126886538) 2025-07-21 13:32:15 UTC XXX followers, XXX engagements "Tata Electronics and Bosch: Signed a Memorandum of Understanding (MoU) to collaborate on semiconductor packaging and manufacturing with projects planned in Assam and Gujarat. This is a crucial step towards new manufacturing orders and facility development in a high-tech sector"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945826730591301940) 2025-07-17 12:43:38 UTC XXX followers, XX engagements "Recent Brokerage Recommendations & High Conviction Picks (July 2025): ๐Motilal Oswal Financial Services Ltd.: Vishal Mega Mart: Target Rs XXX (20% upside). Driven by store additions margin gains and strong profitability. State Bank of India (SBI): Target Rs XXX (12% upside). Supported by QIP robust credit pipeline and sustainable growth. ๐Anand Rathi Shares and Stock Brokers: Tilak Nagar Industries: Buy near 350352 Target XXX. (Based on technical breakout) Orchid Pharma: Buy near 730750 Target XXX. (Breakout after prolonged downtrend) ITC: Buy near XXX Target XXX. (Inverse Head & Shoulders"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947205503945453877) 2025-07-21 08:02:24 UTC XXX followers, XX engagements "Most Active Stocks by Volume (on July XX 2025): * Vodafone Idea * JP Power * Network18 Media * Ola Electric Mobility Ltd. * Hathway Cable * GTL Infra * YES Bank * RattanIndia Power * Suzlon Energy * Magellanic Cloud * HDFC Bank * Dixon Technologies (India) Ltd. * Swan Energy * BSE * Biocon * Waaree Renewable Tech (WAAREERTL) * Reliance Industries * State Bank of India (SBIN) * Cholamandalam Financial Holdings (CHOLAFIN) * Patanjali Foods * Shriram Finance * Swiggy (Again likely in the unlisted space or a very recent listing) * TCS * ICICI Prudential Life Insurance Company (ICICIGI)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945520847566909480) 2025-07-16 16:28:10 UTC XXX followers, 1026 engagements "COLPAL Q1 Slips Below Expectations ๐ชฅ๐ ๐ป Net Profit: 3.2B vs 3.6B (YoY) Est: 3.53B ๐ป EBITDA: 4.53B vs 5.1B (YoY) Est: 4.95B ๐ป EBITDA Margin: XXXXX% vs XXXXX% Est: XXXX% ๐งพ Summary: Margins softened earnings missed street estimateslooks like the shine faded this quarter"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947559976081272856) 2025-07-22 07:30:56 UTC XXX followers, XXX engagements "Imp EX-DIVIDEND #Tomorrow DIVIS LAB Rs XX HDFC BANK Rs X ULTRATECH Rs XXXXX LIC Rs XX ZYDUS LIFE Rs XX INFO EDGE Rs XXXX UNION BANK Rs XXXX OBEROI REALTY Rs X 3M INDIA Rs XXX ABBOTT INDIA Rs XXX AKZO NOBEL Rs XX BHARTI HEXACOM Rs XX ICRA Rs XX KEC Rs XXXX THYROCARE Rs XX TIMKEN INDIA Rs 36"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948350186897760435) 2025-07-24 11:50:57 UTC XXX followers, XX engagements "Infosys has indeed replaced state-run National Insurance Company (NIC) with private insurer GoDigit for its group health insurance coverage impacting its entire global workforce of over XXX lakh employees. This development was recently reported with the switch being a significant move in the corporate health insurance space. While Infosys has not officially disclosed the specific reasons for the change"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947266389427019924) 2025-07-21 12:04:20 UTC XXX followers, XX engagements "๐ TATA COMMUNICATIONS STRATEGIC AI COLLABORATION ๐ค Partnered with: Amazon Web Services (AWS) ๐ง Focus: Building AI-Optimised Advanced Network ๐ Scope: India ๐ Aimed at enhancing network intelligence agility & scalability ๐ Commentary: A strong push toward next-gen networking. This AWS tie-up positions Tata Comm at the forefront of AI-driven digital infrastructure in India"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947551444028297225) 2025-07-22 06:57:02 UTC XXX followers, XX engagements "BEML Secures Major Defence Order ๐ฆ Order Size: XXX Cr ๐ข Client: Ministry of Defence ๐ Purpose: Supply of HMV 6x6 vehicles ๐ง Application: Logistics support for Armed Forces This order reinforces BEMLs leadership in defense mobility solutions and boosts its FY26 order book. #BEML #DefenceMakeInIndia #OrderWin #HMV #DefenceStocks #StockMarketNews"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947998790784586066) 2025-07-23 12:34:38 UTC XXX followers, XX engagements "INDIA CEMENT Q1 SL NET LOSS 138M RUPEES VS PROFIT 575M (YOY) REVENUE 10.2B RUPEES VS 9.7B (YOY) EBITDA GAIN 820M RUPEES VS LOSS 310M (YOY) EBITDA MARGIN X% CO HAS EXCEPTIONAL ITEM OF 2.4B RUPEES LOSS BEFORE TAX 162M RUPEES VS LOSS 1.6B (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946566962974269900) 2025-07-19 13:45:04 UTC XXX followers, XX engagements "EX dividend today BHARTI AIRTEL Rs XX HCL TECH Rs XX KOTAK MAHINDRA BANK Rs XXXX BLUE STAR Rs X BIRLASOFT Rs X CUMMINS INDIA Rs XXXXX DABUR INDIA Rs XXXX EXIDE INDUSTRIES Rs 2"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946026672865612081) 2025-07-18 01:58:08 UTC XXX followers, XXX engagements "SML ISUZU Q1 FY25 Performance ๐ โ EBITDA: 1.1B vs 809M (YoY) โ EBITDA Margin: XXXXX% vs XXXXX% (YoY) Solid operational improvement with expanding marginsmomentum on track #SMLIsuzu #Q1Results #AutoStocks #EarningsUpdate #StockMarketIndia #EBITDA #CommercialVehicles"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947560140556632292) 2025-07-22 07:31:36 UTC XXX followers, XX engagements "IDBI Bank & NSE backed NSDL planning $XXX mn IPO launch between July 29-August X at around $XXXX bn valuation #IDBIBank #NSE #NSDL"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947681845950189861) 2025-07-22 15:35:12 UTC XXX followers, XXX engagements "Dynacons Systems & Solutions Limited Dynacons Systems & Solutions recognized as HPE Solution Provider of the Year 2025. The award was announced at HPE Discover Summit 2025 at Las Vegas. MCap: 1347.61 Cr. CMP: 1055"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947169303452598433) 2025-07-21 05:38:33 UTC XXX followers, XX engagements "Oberoi Realty announced its Q1 FY26 ๐Profit After Tax (PAT): The company reported a consolidated net profit of XXXXXX crore which is a XXXXX% decline compared to the previous quarter (Q4 FY25). However compared to Q1 FY25 this indicates a strong growth from XXX crore. ๐Total Income (Revenue): Total income for Q1 FY26 stood at 1405.16 crore showing a XXXX% increase quarter-on-quarter. ๐Operating Profit: Operating profit was XXXXXX crore a slight decline of XXXX% quarter-on-quarter. ๐Operating Margin: The operating margin for Q1 FY26 was 56.57%"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947271759062814830) 2025-07-21 12:25:40 UTC XXX followers, XXX engagements "United Breweries Q1 FY26 Results ๐ ๐บ Revenue: 28.6B vs 24.73B (YoY) Above estimate ๐ฐ Net Profit: 1.8B vs 1.7B (YoY) Below estimate of 2B ๐ EBITDA: 3.1B vs 2.8B (YoY) Slight miss vs 3.22B est. ๐ EBITDA Margin: XXXX% vs XXX% (YoY) Improved YoY โ Strong topline growth โ Margins still thin despite improvement ๐ Profit slightly below street expectations"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947657438271836532) 2025-07-22 13:58:13 UTC XXX followers, XX engagements "๐ CRISIL Q1 FY25 Results (YoY) ๐ฐ Net Profit: 1.7B vs 1.5B โ ๐ EBITDA: 2.4B vs 2.1B โ ๐ EBITDA Margin: XXXXX% vs XXXXX% โ ๐ Commentary: Strong operational performance with healthy profit growth and margin expansionreflects efficiency gains and robust business momentum"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947553560503230818) 2025-07-22 07:05:27 UTC XXX followers, XX engagements "Institutions increased their Holdings Ethos CG Power HDFC Bank Glaxo Pharma Rain Industries Page Industries CIE Automotive Vijaya Diagnostic Lumax Industries Automotive Axles IPCA Laboratories Mrs. Bectors Foods Authum Investment Sumitomo Chemical First Source Solutions"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946197043375915009) 2025-07-18 13:15:08 UTC XXX followers, XXX engagements "Some More Stocks Declared Fantastic Results.3rd list ICICI BANK Vintage Coffee JK Cements GSM FOILS MASTEK RELIANCE INDUSTRY AARTI DRUGS"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946825814143615334) 2025-07-20 06:53:39 UTC XXX followers, XXX engagements "Punjab National Bank (PNB): Scrip fell over X% after the bank announced its Q1 FY26 business update which disappointed analysts due to muted loan growth and soft deposit momentum. #Stockupdate #BREAKING #Trending #StockMarket"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1940737070206800178) 2025-07-03 11:39:09 UTC XXX followers, XX engagements "๐ Infosys Q1 FY25 (vs Q4 FY24) ๐ข Revenue: 422.8B vs 409.25B ( 3.3%) ๐ข EBIT: 88.03B vs 85.75B ( 2.7%) ๐ด EBIT Margin: XXXXX% vs XXXXX% ( XX bps) ๐ด Net Profit: 69.2B vs 70.33B ( 1.6%) ๐งพ Takeaway: Topline and operational profit improved QoQ showing growth momentum. However net profit dipped slightly and margins softened likely due to higher costs or currency headwinds"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947979971328082047) 2025-07-23 11:19:51 UTC XXX followers, XXX engagements "Pitti Engineering Sharply down (6.5%) today trading at around XXX compared to 1034.80 yesterday Pitti Engineering is navigating current weakness in its share price trading near 52-week lows but displaying strong fundamentals: robust YTD revenue growth capacity expansion and a favorable technical setup. The upcoming Q1 result on August X will be key for the stocks near-term direction"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947987931693474296) 2025-07-23 11:51:29 UTC XXX followers, XXX engagements "16th July Stocks Update:Part X ๐Dixon Technologies: News of buying a XX% stake in Kunshan Q Tech. ๐Biocon: Its arm Biocon Biologics received FDA approval for its insulin product Kirsty expanding its diabetes portfolio in the US. ๐Centrum Capital: Approved raising Rs XXXXX crore through equity"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945478042496762060) 2025-07-16 13:38:05 UTC XXX followers, XXX engagements "Brokerage Report on 16th July: Part X * Vaishali Parekh (Prabhudas Lilladher) (for July 16): ๐City Union Bank: Buy at 218; Target price at 228; Stop loss at XXX. ๐Varun Beverages: Buy at 469.80; Target price at 494; Stop loss at XXX. ๐Bodal Chemicals: Buy at 76.88; Target price at 81; Stop loss at 75"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945478941390868562) 2025-07-16 13:41:39 UTC XXX followers, XXX engagements "RELIANCE INDUSTRIES: Q1 CONS NET PROFIT 269.9B RUPEES VS 194B (QOQ); EST 197.75B Q1 REVENUE 2.48T RUPEES VS 2.64T (QOQ); EST 2.42T Q1 EBITDA 369B RUPEES VS 438B (QOQ); EST 445B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (QOQ); EST 18.1%"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946210456198070492) 2025-07-18 14:08:26 UTC XXX followers, XXX engagements "๐งช HEG Strategic Collaboration for Green Innovation TACC Limited (a HEG subsidiary) and National Council for Cement and Building Materials (NCB) have partnered to develop sustainable high-performance concrete using graphene-based additives. ๐ฑ Focus: Advanced material science Sustainable infrastructure Boosting concrete strength & durability with graphene tech ๐ Significance: This collaboration positions HEG at the forefront of green construction innovation leveraging its expertise in advanced carbon materials. #HEG #Graphene #GreenConstruction #SustainableTech #ConcreteInnovation"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947560293204431297) 2025-07-22 07:32:12 UTC XXX followers, XX engagements "YES BANK Q1FY26 Net Profit up XXXX% at XXX cr vs XXXXX cr (YoY) NII up XXX% at 2371.5 cr vs 2244 cr (YoY) Gross NPA at 4022 cr vs 3935.6 cr (QoQ) Net NPA at XXXXX cr vs XXX cr (QoQ) Gross NPA flat at XXX% (QoQ) Net NPA flat at XXX% (QoQ)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946508313224437780) 2025-07-19 09:52:00 UTC XXX followers, XX engagements "๐ Rail Vikas Nigam Ltd (RVNL) signs an MoU with Mr. Ashraf Gulam Mohmed Theba from Oman ๐ค The partnership focuses on: ๐น Business Development ๐น Market Research ๐น Representation in the Sultanate of Oman ๐ Strategic step toward global expansion #RVNL #Railways #MoU #Oman #Infra #MakeInIndia #GlobalPartnership"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947712797480980963) 2025-07-22 17:38:12 UTC XXX followers, XXX engagements "๐ชจ IRON ORE SURGES โ Hits 5-month high on growing optimism over Chinas economic reforms and stimulus hopes. ๐ Looks like the dragons breathing life back into commodities. ๐ฅ #IronOre #China #Commodities #MetalStocks #GlobalMarkets #MacroUpdate"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947568585041449455) 2025-07-22 08:05:09 UTC XXX followers, XX engagements "Latest IPO GMP Update ๐ X GNG Electronics IPO ๐ XX to XX July ๐ฐ Issue Price: XXX ๐ฅ GMP: XX (36%) ๐ Signal: Strong listing gains likely X Indiqube Spaces IPO ๐ XX to XX July ๐ฐ Issue Price: XXX ๐ฅ GMP: XX (14%) ๐ Signal: Moderate potential gains. X Brigade Hotel Ventures IPO ๐ XX to XX July ๐ฐ Issue Price: XX ๐ฅ GMP: XX (19%) ๐ Signal: Limited upside. X Shanti Gold International IPO ๐ XX to XX July ๐ฐ Issue Price: XXX ๐ฅ GMP: X (0%) โ Signal: No current listing gain buzz. X NSDL IPO ๐ Dates & Price TBA ๐ฅ GMP: XXX ๐ Signal: High grey market intereststrong debut expected"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947552295601791454) 2025-07-22 07:00:25 UTC XXX followers, XXX engagements "Top XX Cash Rich Stocks in Indian Market * Reliance Industries Limited (RIL) * Tata Consultancy Services (TCS) * Infosys Limited * HDFC Bank * Life Insurance Corporation of India * Coal India Limited * ITC Limited * HCLTech * Larsen & Toubro (L&T) * Oil and Natural Gas Corporation"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946508049788633159) 2025-07-19 09:50:58 UTC XXX followers, XXX engagements "โก Zodiac Energy Strategic Expansion Alert ๐ Entering the BESS (Battery Energy Storage System) space ๐ To also take up EPC Projects (Engineering Procurement & Construction) ๐ Commentary: Diversification into BESS and EPC signals a forward-looking shift toward energy storage and turnkey infrastructurealigns with Indias clean energy drive. #ZodiacEnergy #BESS #EnergyStorage #EPCProjects #GreenEnergy #PowerStocks #EnergyTransition #RenewablesIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947567979429793846) 2025-07-22 08:02:45 UTC XXX followers, XX engagements
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@sourabhwadhwa22
"Mahindra Logistics : Q1 EBITDA: Rs. XXX million (compared to Rs. XXX million in the same quarter last year). This represents a significant XXXXX% year-on-year growth in EBITDA. Q1 EBITDA Margin: XXXX% (compared to XXXX% in the same quarter last year). This indicates a slight but positive XXXX percentage point improvement in the company's profitability margin" @sourabhwadhwa22 on X 2025-07-21 08:30:23 UTC XXX followers, XXX engagements
"More Stocks Posted to Fantastic Results XX. MASTEK XX. JAYASWAL NECO XX. AARTI DRUGS XX. JSW STEEL XX. IOB XX. Garuda Construction XX. Navkar Corp. XX. Polycab India XX. Indian Hotels XX. Vimta Labs #resultseason #StockResults #BestResults #StockMarket #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-18 14:57:44 UTC XXX followers, XXX engagements
"HCL Technologies Limited HCLSoftware partners with the Swiss Network in India via a strategic MoU to pioneer GovTech solutions focusing on digital transformation and innovation. MCap: 415869.18 Cr. CMP: 1532.5 #HCLTECH #Breaking #FlashStox #StockMarket" @sourabhwadhwa22 on X 2025-07-21 06:38:39 UTC XXX followers, XX engagements
"Market Update 16th July 2025 Market Performance: ๐Rebound: Indian stock markets ended higher on July XX breaking a four-day losing streak. ๐Sensex: The BSE Sensex climbed XXXXXX points or XXXX% to close at 82570.91. ๐Nifty: The NSE Nifty advanced XXXXXX points or XXXX% to settle at 25195.80. ๐Broader Market: The Nifty MidCap and SmallCap indices also rose significantly outperforming the main benchmarks" @sourabhwadhwa22 on X 2025-07-15 12:50:44 UTC XXX followers, XX engagements
"๐ฆ PNB HOUSING FINANCE Q1 FY26 Concall Highlight ๐ NIM (Net Interest Margin) Guidance: Upgraded ๐ผ Bias: Upside for FY26 ๐ Announced during Q1 FY26 Earnings Call ๐ Commentary: Improved NIM outlook signals better spreads improved asset quality or funding cost efficienciespositive for earnings trajectory" @sourabhwadhwa22 on X 2025-07-22 06:58:01 UTC XXX followers, XX engagements
"Indian Defence sector Updates in the last week ๐Fighter Jet Engine Collaboration with France: The Ministry of Defence has reportedly proposed a 61000 crore project for the joint development of next-generation fighter jet engines with France. ๐AK-203 Rifle Deliveries: Indo-Russian Rifles Private Limited (IRRPL) a joint venture is set to deliver the next batch of 7000 Kalashnikov AK-203 assault rifles to the Indian Army within the next 2-3 weeks. ๐Akash Prime Missile System Tested in Ladakh: The Indian Army successfully tested the Akash Prime air defence system at an altitude of over 15000" @sourabhwadhwa22 on X 2025-07-20 10:10:12 UTC XXX followers, XX engagements
"SEBI India's market regulator imposed a ban on the US-based trading firm Jane Street and its affiliated entities from accessing the Indian securities market. Jane Street engaged in market manipulation concerning index options on expiry day Impact on Capital Markets #Stocks" @sourabhwadhwa22 on X 2025-07-04 15:33:23 UTC XXX followers, XX engagements
"CHOICE INTERNATIONAL: Q1 CONS NET PROFIT 480M RUPEES VS 320M (YOY) Q1 REVENUE 2.34B RUPEES VS 2B (YOY) CHOICE INTERNATIONAL: Q1 EBITDA 827M RUPEES VS 530M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-21 11:20:14 UTC XXX followers, XX engagements
"Delta Flight DL446 (Boeing 767400) makes emergency landing at LAX after left engine bursts into flames midair. No injuries; XXX passengers and X crew land safely. FAA launches investigation second Delta engine fire this year. #Delta #LAX #AviationSafety โ" @sourabhwadhwa22 on X 2025-07-20 18:43:15 UTC XXX followers, XX engagements
"Q1FY26 Earnings Season: Tata Consultancy Services (TCS) and Avenue Supermarts are scheduled to kick off the Q1FY26 earnings reporting season. Their results are expected to set the tone for broader market sentiment. #Nifty #Sensex" @sourabhwadhwa22 on X 2025-07-09 07:46:11 UTC XXX followers, XXX engagements
"Sai Life exports were strong at US $ XXXX mn up XXX% MoM (1QFY26 at US $ XX mn down XX% QoQ). Key drivers are Cyclopenta Pyridine to Abbvie at US $ XXXX mn Bilastine of US $ XXX mn to Faes Farma Imidazo Pyridine to Catalent at US $ XXX mn Quinazolin to Eli Lilly for US $ XXX mn Library of compounds to Merck for US $ XXX mn. Rest were small quantities of intermediates to clients like GSK Corden Merck UCB Roche etc" @sourabhwadhwa22 on X 2025-07-14 12:23:43 UTC XXX followers, XX engagements
"Pre Market XX -July 2025 Update X ๐Zydus Lifesciences gets USFDA clearance (no observations) for Matoda facility. ๐Shilpa Medicare receives VAl classification from USFDA at Bengaluru Unit VI. ๐Biocon obtains FDA approval for Kirsty the first interchangeable insulin aspart biosimilar in the US. ๐Neogen Chemicals reports fire loss of 7348 Cr at Dahej; XXX Cr insurance claimed plant rebuild in 9-12 months. ๐Suven Life Sciences begins Phase-2b trial of Ropanicant for depression; topline data by H2FY26. ๐Konark Synth sells key property for XX Cr to reduce debt. ๐Reliance Infra. Board" @sourabhwadhwa22 on X 2025-07-17 02:53:18 UTC XXX followers, XXX engagements
"Stocks trading below their 5Y median PE When quality meets relative valuation - a sweet spot for long-term investors. Lets look at X such names: ๐ฅค Varun Beverages Ltd Current PE: XX 5Y Median PE: XXXX โก Premium FMCG play available at a discount to its historical valuation. ๐งฌ Dr Reddys Laboratories Ltd Current PE: XXXX 5Y Median PE: XXXX โก Global pharma leader with improving margins and steady US pipeline. ๐งดPidilite Industries Ltd Current PE: XXXX 5Y Median PE: XXXX โก Monopolistic brand in adhesives and construction chemicals now trading below historical PE. ๐จ Asian Paints Ltd Current PE:" @sourabhwadhwa22 on X 2025-07-12 15:28:49 UTC XXX followers, XXX engagements
"Infosys & Telstra International Join Forces Infosys has partnered with Telstra International to drive technology leadership and innovation. The collaboration aims to co-develop advanced solutions across AI cloud and digital servicesreinforcing Telstras global tech capabilities and Infosyss enterprise expertise. โ
This alliance marks another step in Infosyss strategic global expansion. ๐ #Infosys #TelstraInternational #TechPartnership #DigitalTransformation #AI #CloudComputing #Innovation #ITServices #IndianIT #GlobalTech" @sourabhwadhwa22 on X 2025-07-21 14:58:14 UTC XXX followers, XX engagements
"MAHANAGAR GAS Q1 FY25: STRONG BEAT ๐ฅ ๐Net Profit came in at 3.2B compared to 2.5B in the previous quarter beating the estimate of 2.74B. ๐EBITDA stood at 4.85B vs 3.8B QoQ also ahead of the 4.05B estimate. ๐EBITDA Margin improved to XXXXX% from XXXXX% QoQ slightly above the estimated 22.2%. A solid quarter with strong operational gains and margin expansion. #MGL #MahanagarGas #Q1Results #EarningsBeat #NaturalGas #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-22 08:14:23 UTC XXX followers, XX engagements
"Parin Enterprises Ltd. has indeed secured a contract from the Ministry of Civil Aviation Airports Authority of India (AAI) to supply airport furniture to Ayodhya Airport Uttar Pradesh valued at Rs XXXXX lakhs" @sourabhwadhwa22 on X 2025-07-21 12:01:18 UTC XXX followers, XX engagements
"4th July 2025 Update: Dividends Declared: Several companies including Cyient Escorts Kubota Gloster Mahindra & Mahindra Nippon Life India Asset Management Nestle India SKF India Tech Mahindra and Thermax had a record date of July X 2025 for dividends of XX or more" @sourabhwadhwa22 on X 2025-07-04 13:54:02 UTC XXX followers, XXX engagements
"Mahindra & Mahindra Financial Services Q1 FY26 Highlights Net Profit: XXX Billion closely aligned with expectations around XXXX B Disbursements: 12800 Cr (midJuly data) modest YoY improvement Business Assets: XXXX Lakh Cr (Q1 FY25); Q1 FY26 likely improved further Outlook: Stable asset quality margin resilience and disciplined growth in loan assets" @sourabhwadhwa22 on X 2025-07-22 09:18:54 UTC XXX followers, XX engagements
"HCL Technologies Q1 FY26 Concall Highlights (July 2025) X. Revenue & Segment Performance - Revenue: $3545 mn +3.7% YoY CC XXX% QoQ. LTM revenue $XX bn. - Services Revenue: $3227 mn +4.5% YoY CC (0.1% QoQ); Software: $XXX mn (3% YoY). - Growth: IT/Biz Services +3% YoY Engineering/R&D +11.8% YoY; Software weak after prior run (ARR up XXX% YoY). - Geographies: US +0.5%; Europe +9.6%; Rest of World +15%. - Verticals: Strongest in Tech & Services (+13.7%) Telecom/Media (+13%) Retail/CPG (+8.2%) BFSI (+6.8%). X. Margins & Profitability - EBIT Margin: XXXX% (161 bps QoQ); Net Income $XXX mn (12.7%" @sourabhwadhwa22 on X 2025-07-18 12:14:50 UTC XXX followers, XX engagements
"These stocks saw the highest number of shares traded: 18th July JP Power XXXXX cr shares Vodafone Idea XXXX cr GTL Infra XXXX cr RattanIndia Power XXXX cr Alok Industries XXXX cr PC Jeweller XXXX cr Magellanic Cloud XXXX cr Excel Realty & Infra XXXX cr Ola Electric Mobility XXXX cr Axis Bank XXXX cr" @sourabhwadhwa22 on X 2025-07-18 12:28:27 UTC XXX followers, XXX engagements
"๐ Persistent Systems Q1 FY25 (vs Q4 FY24) ๐ข Net Profit: 4.25B vs 3.96B ( 7.3%) ๐ข Revenue: 33.33B vs 32.4B ( 2.9%) ๐ข EBIT: 5.18B vs 5.05B ( 2.6%) โ EBIT Margin: XXXXX% vs XXXXX% ( X bps) ๐งพ Takeaway: Consistent growth in revenue and profit QoQ. Margins remain stable with only a marginal dip. Reflects strong execution and demand resilience" @sourabhwadhwa22 on X 2025-07-23 11:21:15 UTC XXX followers, XXX engagements
"Stocks Posted Fantastic Results till 17th July: Keep an eye on all Stocks and take decision ๐HDFC AMC ๐WAREE RENEWABLE TECH ๐SWSOLAR ๐KRISHANA PHOSCHEM ๐Oriantal Hotels ๐Tanfac Industry ๐Tech Mahindra ๐Le Travenues ๐ITC Hotels ๐Onward Technology ๐Just Dial ๐ICICI Lombard ๐Bank Of Maharashtra ๐Swaraj Engines ๐Rajoo Engineers ๐Emerald Finance ๐Amal ๐MB Agro Prod #Earnings #QuarterResults #QuarterlyEarnings #StockMarketIndia #EarningsSeason #Q1FY26Results" @sourabhwadhwa22 on X 2025-07-17 13:07:25 UTC XXX followers, XXX engagements
"Mazagon Dock Shipbuilders Cipla CG Power & Industrial Solutions Bosch Cummins India Colgate-Palmolive (India) Supreme Industries Godfrey Phillips India Honeywell Automation India Indraprastha Gas (IGL) Emami Sun TV Network KFIN Technologies AstraZeneca Pharma India" @sourabhwadhwa22 on X 2025-07-01 18:52:18 UTC XXX followers, XXX engagements
"Indian stock market (Sensex and Nifty) experienced a decline today July XX 2025. Here are the primary reasons for the fall: X. Weak Q1FY26 Results from TCS (Tata Consultancy Services): X. Resurfacing Global Trade Tensions and Trump's Tariff Announcements: X. SEBI's Action Against Jane Street: X. Broader Market Sentiment : Beyond IT sectors like Auto Oil & Gas Financials and PSU Banks also saw declines. X. The Nifty MidCap and SmallCap indices also fell indicating a broad-based sell-off and cautious investor sentiment" @sourabhwadhwa22 on X 2025-07-11 07:23:57 UTC XXX followers, XXX engagements
"Brokerage on ICICI Bank 1) Jefferies Maintain Buy; Hike TP to Rs 1760 from Rs 1710 2) Bernstein Maintain Market-perform with target price of Rs 1440 3) CLSA O-P TP Rs 1700 4) Nomura Buy TP raised to Rs 1740 5) Nuvama Buy TP Rs 1670 6) GS Neutral TP Rs 1660 Brokerage on HDFC Bank 1) CLSA Maintain Outperform; Hike TP to Rs 2300 from Rs 2200 2) Jefferies Maintain Buy; Hike TP to Rs 2400 from Rs 2340 3) Nomura Buy TP Raised to Rs 2190 4) Nuvama Buy TP Rs 2270 5) Bernstein Buy TP Rs 2300 #ICICIBank #hdfcbank" @sourabhwadhwa22 on X 2025-07-21 08:44:46 UTC XXX followers, XX engagements
"Bank of India (SBI) SBI has successfully raised over 25000 crore through a Qualified Institutional Placement (QIP) by allocating over XXXX crore equity shares to institutional investors at a price of XXX per share. This QIP which opened on July XX 2025 has been notably oversubscribed with reports indicating it received bids worth around XXXX lakh crore from nearly XXX institutional bidders. This makes it the largest institutional fundraise of its kind in India" @sourabhwadhwa22 on X 2025-07-21 12:17:19 UTC XXX followers, XX engagements
"๐งฑ Sagar Cements Q1 FY26 Results (YoY) ๐ข Net Profit: XX crore vs (284) crore loss ๐ Revenue: XXX crore vs XXX crore (+19.6%) ๐ Comment: Strong turnaround from losses last year supported by healthy revenue growth suggesting improved cost control and demand pickup. #SagarCements #Q1Results #CementStocks #EarningsUpdate #StockMarketIndia #QuarterlyResults #TurnaroundStory #InvestSmart #CementSector #IndianMarkets" @sourabhwadhwa22 on X 2025-07-21 13:26:56 UTC XXX followers, XX engagements
"Indian companies are scheduled to announce results and hold calls in the coming weeks including: * July 14: HCL Technologies Tejas Networks Ola Electric Paras Defence Tata Technologies * July 15: Lumax Industries Rallis India ICICI Prudential Life Bank of Maharashtra HDFC Life Insurance ICICI Lombard * July 16: Tech Mahindra L&T Technology Services * July 17: Wipro Axis Bank Angel One * July 18: JSW Steel * July 19: HDFC Bank ICICI Bank * July 21: UltraTech Cement * July 23: Infosys Dr. Reddy's Laboratories * July 24: Bajaj Finance Nestle India * July 25: Bajaj Finserv Cipla * July 26: Kotak" @sourabhwadhwa22 on X 2025-07-12 15:24:42 UTC XXX followers, XXX engagements
"DCM Shriram Ltd #DCMShriram Press release and inv PPT: Stable and steady Q1FY26 led by Chemicals(Caustic segment) Sugar segment has one off exceptional loss of 36cr which impacted Q1FY26 Exceptional loss of 36cr due to restrospective levy of duty on ethanol exported outside UP Impacted sugar & ethanol segment in Q1FY26 Q1FY26: Rev13% at 3455cr EBITDA XX% at 304cr vs 248cr OPM 90bps YoY RoCE XXXX% Net debt stable at 1481cr Definitive agreement to acquire XXX% stake in Hindustan Speciality Chemicals Forward integration of ECH into Epoxy and to start advanced materials Expected completion by" @sourabhwadhwa22 on X 2025-07-22 08:06:50 UTC XXX followers, XX engagements
"The Indian soft drink industry is projected to experience a strong rebound with an expected growth rate of over XX% in the upcoming year despite recent disruptions caused by unpredictable weather conditions VBL (Varun Beverages) will be the good bet is currently testing its resistance level presenting a compelling stock opportunity With strong fundamentals and promising future prospects keep a close eye on this one. #StockMarket #Investing #Opportunities"" @sourabhwadhwa22 on X 2025-07-06 10:21:30 UTC XXX followers, XXX engagements
"Expectations from Each company reporting results on Thursday July XX 2025: ๐น Large Caps Bajaj Finance Solid Growth Nestle Muted Margins SBI Life Stable VNB ๐น Mid & Small Caps ACC Steady Volume Adani Energy Solutions Flat Growth APL Apollo Volume Driven Canara Bank Margin Pressure CG Power Order Backed Cyient Weak Quarter IEX Rangebound Indian Bank Stable Asset Mphasis IT Headwinds Phoenix Mills Retail Recovery REC Strong Disbursement Supreme Industries Margins ๐น Others Aditya Birla Sunlife AMC Moderate Inflows Aether Industries Chemical Volatility Capital SFB NIM Watch Coromandel" @sourabhwadhwa22 on X 2025-07-23 12:28:53 UTC XXX followers, XXX engagements
"Afcons Infrastructure Ltd has been declared L1 bidder for a major railway infrastructure project in Croatia. ๐น Project Value: EUR XXX million (approx 6800 crore) ๐น Scope: Railway development (details awaited) ๐น Timeline: XX months (6 years) ๐น Significance: Strengthens Afcons global presence especially in Europe" @sourabhwadhwa22 on X 2025-07-21 12:26:57 UTC XXX followers, XX engagements
"Asian Paints HUL Varun Beverages UPGRADED Jefferies double upgrades these consumer staples from UPF to Buy Very difficult for Asian Paints to give a good historical returns to investors in competitive Market. I hope i will be wrong ๐" @sourabhwadhwa22 on X 2025-07-09 08:04:56 UTC XXX followers, XX engagements
"RAJRATAN GLOBAL WIRE: Q1 CONS NET PROFIT 135M RUPEES VS 152M (YOY) RAJRATAN GLOBAL WIRE: Q1 EBITDA 309M RUPEES VS 295M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXX% (YOY) BACK TO BACK WORST RESULTS AVOID๐ฉ๐ฉ๐ฉ๐ฉ" @sourabhwadhwa22 on X 2025-07-21 07:28:53 UTC XXX followers, XX engagements
"Bharti Capital just overtook TCS for the 3rd spot. TCS be like Bro I blinked for one quarter ๐ญ๐ #MarketDrama #BhartiOnTop 1- Reliance Industries 1915581 Cr 2- HDFC Bank 1541557 Cr 3- Bharti Airtel 1157838 Cr 4- TCS 1146608 Cr 5- ICICI Bank 1053344 Cr 6- SBI 727714 Cr 7- Infosys 655690 Cr 8- Bajaj Finance 601388 Cr 9- LIC 581236 Cr 10- HUL 576813 Cr" @sourabhwadhwa22 on X 2025-07-23 12:07:33 UTC XXX followers, XX engagements
"The future of the power sector in India is exceptionally promising driven by a powerful mix of government initiatives technological innovation and rising demand. X. NTPC Ltd Indias largest power generation company now rapidly expanding into renewables under Green NTPC. X. Power Grid Corporation of India The backbone of Indias electricity transmission network a defensive and consistent performer. X. Tata Power Diversified portfolio with strong presence in EV charging renewables and distribution business. X. Adani Energy Solutions Focused on transmission and urban grid infra. Plays a key role" @sourabhwadhwa22 on X 2025-07-22 09:54:07 UTC XXX followers, XXX engagements
"Stocks are trading at their highest prices ever recorded All Time High HAMC: 5590 Fortis Healthcare: XXXXXX (high) ITC Hotels: XXXXXX JK Cement: 6498 Aegis Vopak Terminals: XXXXXX Jubilant Agri : 1966.80 The Ramco Cements: 1154.60 Asahi India Glass: XXXXXX Blue Jet Healthcare: XXXXXX LT Foods: XXXXXX Sai Life Sciences: XXXXXX Choice International: XXXXXX Schloss Bangalore: XXXXXX Travel Food Services: 1141.00 Syrma SGS Technology: 705.15" @sourabhwadhwa22 on X 2025-07-18 12:26:10 UTC XXX followers, XXX engagements
"๐ Vertis Infrastructure Trust Major Fund Raise via SLB ๐ธ Raised: XXX Cr through Sustainability-Linked Bonds (SLB) ๐ Anchor Investor: IFC (450 Cr investment) ๐ Current Portfolio AUM: 25000 Cr ๐ Commentary: The SLB issuance reinforces Vertis Infra Trusts commitment to sustainable infrastructure and ESG-aligned financingstrong global backing with IFC anchoring half the issue. #VertisInfraTrust #SustainabilityLinkedBond #IFC #ESG #InfraFunding #AIF #REIT #GreenFinance" @sourabhwadhwa22 on X 2025-07-22 08:00:42 UTC XXX followers, XX engagements
"ORBIT EXPORTS: Q1 CONS NET PROFIT 150M RUPEES VS 98M (YOY) Q1 REVENUE 659M RUPEES VS 519M (YOY) Q1 EBITDA 189M RUPEES VS 151M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:03:47 UTC XXX followers, XX engagements
"โ RBI Flags Gaps in Axis Banks Accounting & Governance ๐งพ Loose Loan Classification & Credit Recognition During the Q1 FY26 earnings Axis Bank reported an unexpected jump in provisionshitting 5806 crore in net profit down X% YoY. This spike followed a corrective review mandated by RBI after it found Axiss internal policies on loan asset classification and stress recognition excessively lenient. The bank had to tighten norms especially for unsecured retail and small business lending leading to revised provisions worth XXX crore" @sourabhwadhwa22 on X 2025-07-21 14:43:07 UTC XXX followers, XX engagements
"๐ฆ Bank of America (BofA): No U.S. Recession & No Fed Rate Cuts This Year #FEd #DowJones" @sourabhwadhwa22 on X 2025-07-21 13:10:49 UTC XXX followers, XX engagements
"๐จ Flash: PM Modi to inaugurate a Defence Building & Hanimadoo Airport during his upcoming Maldives visit โ Strengthening ties & strategic infrastructure in the Indo-Pacific ๐ก๐ Booking a trip: Maldives for reels Lakshadweep for deshbhakti ๐ฅ vs #ModiInMaldives #DefenceDiplomacy #HanimadooAirport #IndiaMaldives #StrategicTies" @sourabhwadhwa22 on X 2025-07-23 19:23:52 UTC XXX followers, XX engagements
"Stocks trading below their 5Y median PE When quality meets relative valuation - a sweet spot for long-term investors. Lets look at X such names: ๐ฅค Varun Beverages Ltd Current PE: XX 5Y Median PE: XXXX โก Premium FMCG play available at a discount to its historical valuation. ๐งฌ Dr Reddys Laboratories Ltd Current PE: XXXX 5Y Median PE: XXXX โก Global pharma leader with improving margins and steady US pipeline. ๐งดPidilite Industries Ltd Current PE: XXXX 5Y Median PE: XXXX โก Monopolistic brand in adhesives and construction chemicals now trading below historical PE. ๐จ Asian Paints Ltd Current PE:" @sourabhwadhwa22 on X 2025-07-12 15:29:25 UTC XXX followers, XXX engagements
"Trial production of the iPhone XX has reportedly begun in India. Apple's primary manufacturing partner Foxconn Technology Group has started importing key components from China such as display assemblies rear camera modules and mechanical housings to India for assembly" @sourabhwadhwa22 on X 2025-07-12 14:25:28 UTC XXX followers, XXX engagements
"๐ Dr. Reddys Q1 FY25 (YoY & Estimates) ๐ผ Net Profit: 14.18B vs 13.9B YoY ( 2%) ๐ Estimate: 14.78B (๐ป miss) ๐ผ Revenue: 85.72B vs 76.96B YoY ( 11.4%) ๐ Estimate: 86.76B (๐ป slight miss) ๐ผ EBITDA: 21.73B vs 21.3B YoY ( 2%) ๐ Estimate: 22.02B (๐ป below est.) ๐ป EBITDA Margin: XXXXX% vs XXXXX% YoY ( XXX bps) ๐ Estimate: XXXX% (in line) ๐งพ Takeaway: Topline and profits grew YoY but missed Street expectations slightly. Margins declined due to cost pressures or product mix changes. Overall stable operational performance though not a beat" @sourabhwadhwa22 on X 2025-07-23 11:20:28 UTC XXX followers, XX engagements
"Sectoral Performance:16th July 2025 ๐Gainers: Auto and Pharma sectors led the rally with Hero MotoCorp Bajaj Auto Sun Pharma Shriram Finance and Apollo Hospitals among the top gainers. ๐Losers: HCL Technologies SBI Life Insurance HDFC Life Insurance and Tata Steel were among the top losers. The IT sector in particular saw selling pressure due to weak Q1 earnings from some companies" @sourabhwadhwa22 on X 2025-07-15 12:51:46 UTC XXX followers, XXX engagements
"๐จ ICC confirms โ England to host the next three World Test Championship Finals in 2027 2029 and 2031 following a successful run in 20212025. The decision was finalized at the ICC Annual Conference in Singapore reaffirming Englands status as the permanent venue. ๐" @sourabhwadhwa22 on X 2025-07-20 18:57:14 UTC XXX followers, XX engagements
"High-volume stocks from the Indian market on July 1st 2025: IDEA RTNPOWER FILATFASH GTLINFRA IDFCFIRSTB PFOCUS HSCL (GATECHDVR) Yes Bank Limited Suzlon Energy Ltd. Easy Trip Planners Ltd. BEL Punjab National Bank ITC Ltd. Reliance Industries Ltd. NMDC Ltd. NHPC Ltd. JIO" @sourabhwadhwa22 on X 2025-07-01 18:00:39 UTC XXX followers, XXX engagements
"Due to poor performance in Sales Number Stocks downgraded to Large Cap to Mid Cap category Rail Vikas Nigam Hero Motocorp Indian Overseas Bank Cummins India Swiggy Polycab India Bosch Ltd ICICI Prudential Life Dabur India JSW Energy NTPC Green" @sourabhwadhwa22 on X 2025-07-08 05:45:24 UTC XXX followers, XXX engagements
"HDFC Bank used to post solid earnings but the stock still dipped classic meme stock behavior. Now with just XX% growth its hitting All-Time Highs. ๐ Bas bhai market ka mood ho toh sab chalta hai. Time time ki baat hai ๐ #HDFCBank #StockMarket #ATH #Earnings #MarketMood #InvestingHumour" @sourabhwadhwa22 on X 2025-07-23 12:50:40 UTC XXX followers, XXX engagements
"๐ SHYAM METALICS & ENERGY Q1 FY26 Results ๐ข Net Profit: 2.9B vs 2.76B (YoY) ๐ข EBITDA: 6.3B vs 5.4B (YoY) ๐ป EBITDA Margin: XXXXX% vs XXXX% (YoY) YoY Growth in Profit & EBITDA Slight Margin Dip #ShyamMetalics #Q1Results #EarningsUpdate #MetalStocks #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-22 09:43:00 UTC XXX followers, XX engagements
"Top XX Global Stock Market Returns in last year S&P XXX (USA): +13.6% Nasdaq (USA): +28.6% DAX (Germany): +12.0% CAC XX (France): +3.1% Nikkei XXX (Japan): XXX% FTSE XXX (UK): +6.0% Hang Seng (Hong Kong): XXX% Shanghai (China): XXX% Sensex (India): +22.4% ASX XXX (Australia): +5.4% #GlobalMarkets #StockIndexReturns #SP500 #Nasdaq #DAX #CAC40 #Nikkei225 #FTSE100 #HangSeng #ShanghaiComposite #Sensex #ASX200 #StockMarketUpdate #EquityMarkets" @sourabhwadhwa22 on X 2025-07-21 14:21:48 UTC XXX followers, XXX engagements
"We will miss the F-35 its gone. Probably vanished like its budgetstealthy in every sense. ๐ฅฒโ๐ธ #F35 #StealthModeActivated #NowYouSeeItNowYouDont #AviationHumor" @sourabhwadhwa22 on X 2025-07-22 08:10:49 UTC XXX followers, XX engagements
"SUPREME PETROCHEM: Q1 SL NET PROFIT 809M RUPEES VS 1.2B (YOY) Q1 REVENUE 13.86B RUPEES VS 15.7B (YOY) Q1 EBITDA 1.15B RUPEES VS 1.61B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:04:14 UTC XXX followers, XX engagements
"ULTRATECH CEMENT: Q1 EBITDA 44B RUPEES VS 30.39B (YOY); EST 42.25B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY); EST XXXX% ULTRATECH CEMENT: Q1 CONS NET PROFIT 22.3B RUPEES VS 17B (YOY); EST 20.5B FANTASTIC RESULTSโ
โ
โ
" @sourabhwadhwa22 on X 2025-07-21 08:22:22 UTC XXX followers, XX engagements
"INFOSYS: Q1 CONS NET PROFIT 69.2B RUPEES VS 70.33B (QOQ) Q1 REVENUE 422.8B RUPEES VS 409.25B (QOQ) INFOSYS: Q1 EBIT 88.03B RUPEES VS 85.75B (QOQ) Q1 EBIT MARGIN XXXXX% VS XXXXX% (QOQ)" @sourabhwadhwa22 on X 2025-07-23 11:37:54 UTC XXX followers, XX engagements
"Infosys Conference Call Insights ๐Banking & Financial Services (BFSI): Growth continues into fifth quarter highlighted by major client wins (e.g. Bank of Sydney Metro Bank AIB) ๐Deal Momentum: Net new bookings surged to $XXX billion from $XXX billion in Q4 ๐Macro Caution: Management acknowledged uncertainty in global discretionary spending (e.g. US tariff and rate outlook) favoring a conservative growth band" @sourabhwadhwa22 on X 2025-07-23 11:40:00 UTC XXX followers, XXX engagements
"@IndianGems_ Dont we have technology or what else I dont think so corruption spread all over India" @sourabhwadhwa22 on X 2025-07-19 06:33:15 UTC XXX followers, XXX engagements
"Vakrangee x Shriram General Insurance Strategic Tie-Up Vakrangee has partnered with Shriram General Insurance to offer a wide range of general insurance products through its Vakrangee Kendra network. With 83%+ outlets in Tier X to Tier X regions this move enhances insurance accessibility in deep rural India. ๐ฐ Market Cap: 1061.53 Cr ๐ CMP: XXXX ๐ Commentary: A strong rural push aligning with financial inclusioninsurance distribution could add to Vakrangees service stickiness and revenue mix. #Vakrangee #ShriramInsurance #RuralReach #FinancialInclusion #InsurancePenetration #BFSI" @sourabhwadhwa22 on X 2025-07-22 08:14:59 UTC XXX followers, XX engagements
"JIO FINANCIAL Q1 NET PROFIT UP X % TO XXX CR YOY UP X % QOQ INTEREST INCOME UP XXX % TO XXX CR YOY UP XX % QOQ OTHER INCOME DOWN XX % TO XXX CR YOY UP XX % QOQ" @sourabhwadhwa22 on X 2025-07-18 12:12:39 UTC XXX followers, XX engagements
"India exported roughly $XX billion worth of petroleum products to the EU in 202425 (down from $XXXX billion FY24) much of it derived from Russian crude . With the new EU ban diesel petrol jet fuel exports from Nayara and Reliance are now at risk" @sourabhwadhwa22 on X 2025-07-20 18:39:18 UTC XXX followers, XX engagements
"BROKERAGE REPORT ON HCL #BrokerageHouseviews HCL TECHNOLOGIES #Jefferies Upgrade To Buy Call Target Price At Rs 1850/Sh Q1 Revenue Beat But Profit Missed On Sharp Margin Decline FY26 Growth Guidance Raised To XX% Highest Among Top-5 IT Firms Investments To Drive Superior Growth & Premium Valuation #Citi Neutral Call Target Price At Rs 1650/Sh Q1 Was Mixed With Flattish IT Svcs Revenue & XXX bps Margin Decline QoQ HCL Software Revenue Down X% YoY Indicating Weak Performance No Demand Deterioration Seen; BFSI & Tech Improving Others Weak Sector Growth Challenged Highlighting Need For" @sourabhwadhwa22 on X 2025-07-15 06:22:34 UTC XXX followers, XX engagements
"๐ป KIRLOSKAR PNEUMATIC Q1 FY25 Results: WEAK SHOW ๐ Net Profit: 281M vs 270M (YoY) Marginal rise ๐ EBITDA: 358M vs 392M (YoY) ๐ EBITDA Margin: XXXXX% vs XXXXX% (YoY) ๐ Overall: Weak performance both YoY and QoQ Margin compression and lower operating efficiency weigh on results. #KirloskarPneumatic #Q1Results #EarningsUpdate #IndustrialStocks #Profitability #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-22 08:01:21 UTC XXX followers, XX engagements
"SBI Life Insurance Q1 FY25 Results (YoY): ๐ Net Profit: X Billion vs XXX Billion ๐ฐ Net Premium Income: XXX Billion vs XXX Billion โ
Strong Growth: Solid YoY growth in both profit (+15.4%) and premium income (+13.9%) reflects robust policy sales and efficient cost management. SBI Life continues to perform as a market leader in the life insurance space" @sourabhwadhwa22 on X 2025-07-24 11:39:47 UTC XXX followers, XX engagements
"DODLA DAIRY: Q1 CONS NET PROFIT 629M RUPEES VS 650M (YOY) DODLA DAIRY: Q1 EBITDA 825M RUPEES VS 1.05B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY) Worst Result ๐ฉ๐ฉ๐ฉ I hope Parag Milk will perform better" @sourabhwadhwa22 on X 2025-07-21 05:56:51 UTC XXX followers, XXX engagements
"๐ Market Movers Alert Seven stocks hit fresh all-time highs today breaking past previous records ๐ ICICI Bank SML Isuzu Shree Cement Ramco Cement Vishal Mega Mart Kilburn Engineering Tilaknagar Industries ๐ฅ Bullish momentum in full swing #StockMarket #AllTimeHighs #Nifty50 #ICICIBank #SMLIsuzu #CementStocks #Tilaknagar #VishalMegaMart" @sourabhwadhwa22 on X 2025-07-22 16:07:11 UTC XXX followers, XXX engagements
"Some More Stocks Fantastic Results .4th list Dixon Technology Bhagyanagar Industry SML ISUZU MGL BlueJet Healthcare Lordo Chloro Sagar Cements Latent View Ultratech Cement Raghav Prod" @sourabhwadhwa22 on X 2025-07-22 13:49:32 UTC XXX followers, XXX engagements
"Infosys Q1FY26 ๐ผ Operational Commentary โ
Project Maximus: Continued emphasis on cost optimization and margin expansion through structural programs โ
AI Integration: Building enterprise GenAI solutions leveraging cloud and Topaz/Cobalt capabilities though no separate GenAI revenue reported yet" @sourabhwadhwa22 on X 2025-07-23 11:40:38 UTC XXX followers, XXX engagements
"New Orders & Business Announcements (July XX 2025): ๐Construction Sector: A construction company has secured a Letter of Award (LoA) for a Mumbai Metro project. ๐RVNL: Railway PSU RVNL won a Rs XXX crore project. ๐DMart (Avenue Supermarts): Reported Q1FY26 standalone profit up XXX% YoY to Rs XXX crore. ๐Adani Group: Plans to enter the healthcare sector with 1000-bed hospitals in Mumbai and Ahmedabad. ๐Wockhardt: To exit the US generic pharma segment and shut down two subsidiaries. ๐Festive Hiring: Consumer goods firms retailers e-commerce platforms and logistics companies are increasing" @sourabhwadhwa22 on X 2025-07-12 13:52:12 UTC XXX followers, XXX engagements
"Dr. Reddys Laboratories Update Dr. Reddys has received the Establishment Inspection Report (EIR) from the USFDA for its New York API facility with a classification of VAI (Voluntary Action Indicated). โ
This marks closure of the inspection and signals continued progress on regulatory compliance. #DrReddys #USFDA #PharmaUpdate #StockMarketNews #API #EIR #Pharmaceuticals #Compliance" @sourabhwadhwa22 on X 2025-07-21 15:05:18 UTC XXX followers, XX engagements
"I am sharing some Breakout Stocks that can give 30-35% returns in next X month. ๐นAnand Rathi Wealth ๐นGaruda Construction ๐นAadhar Housing Finance ๐นSumitomo Chemical ๐นSportking India ๐นParag Milk Foods ๐นCupid Ltd ๐นThyrocare Tech ๐นMarathon Nextgen Realty ๐นLe Travenues Tech #BreakoutStock #StockMarketIndia #NiftySmallCap #niftycrash #sensex" @sourabhwadhwa22 on X 2025-07-21 08:10:38 UTC XXX followers, 1134 engagements
"Earnings on 22nd July 2025 Colgate-Palmolive (India) CreditAccess Grameen Dalmia Bharat Dixon Technologies (India) (IRFC) JSW Infrastructure Kajaria Ceramics KEI Industries Mahanagar Gas Mahindra & Mahindra Financial One97 Communications (Paytm) Shyam Metalics & Energy United Breweries Vardhman Textiles Zee Entertainment Enterprises Zensar Technologies #Q1Results #EarningsSeason #StockMarketIndia #QuarterlyResults #NSE #BSE #Q1FY26 #ResultsToday #MarketUpdate #InvestorAlert" @sourabhwadhwa22 on X 2025-07-21 13:34:04 UTC XXX followers, XXX engagements
"#VSTIndustries Q1 FY25 โ
๐ข EBITDA: 769M vs 733M (YoY) ๐ข Margin: XXXXX% vs XXXXX% Operating efficiency improves steadily smoking out value ๐ผ #Q1Results #CigaretteStocks #Profitability #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-22 08:27:45 UTC XXX followers, XX engagements
"๐ Persistent Systems Q1 FY25 (vs Q4 FY24) ๐ข Net Profit: 4.25B vs 3.96B ( 7.3%) ๐ข Revenue: 33.33B vs 32.4B ( 2.9%) ๐ข EBIT: 5.18B vs 5.05B ( 2.6%) โ EBIT Margin: XXXXX% vs XXXXX% ( X bps) ๐งพ Takeaway: Consistent growth in revenue and profit QoQ. Margins remain stable with only a marginal dip. Reflects strong execution and demand resilience" @sourabhwadhwa22 on X 2025-07-23 11:21:07 UTC XXX followers, XXX engagements
"VARDHMAN TEXTILES Q1 FY25 Results (YoY) Net Profit: 2.1B vs 2.4B EBITDA: 3.38B vs 3.61B EBITDA Margin: XXXXX% vs XXXXX% ๐ Commentary: Moderate decline across profit and margin metrics indicates some operational pressure or weaker demand environment compared to the same quarter last year" @sourabhwadhwa22 on X 2025-07-22 06:52:56 UTC XXX followers, XX engagements
"CIGNITI TECH: Q1 CONS NET PROFIT 659M RUPEES VS 732M (QOQ) Q1 REVENUE 5.34B RUPEES VS 5.3B (QOQ) Q1 EBIT 959M RUPEES VS 956M (QOQ) Q1 EBIT MARGIN XXXXX% VS XXXXX% (QOQ)" @sourabhwadhwa22 on X 2025-07-23 16:03:04 UTC XXX followers, XX engagements
"๐จ Stocks (52WK-H)(15/7/25) : Anupam Rasayan Control Print Cupid CWD Fredun Pharma GRM Overseas JM Financial Kilitch Drugs Kinetic Engg Laurus Labs Mahamaya Steel Manorama Inds Medanta Nesco PEL Prime Focus PSP Project Rallis Rama Phosphate Suven Life SKM Egg Thyrocare Venus Remedies #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-16 14:15:03 UTC XXX followers, XXX engagements
"AFTER X DECADES HDFC BANK ANNOUNCES 1:1 BONUS SHARE AND X SPECIAL DIVIDEND PER SHARE #Stock #StockMarket #stockmarketsindia #HDFC #HDFCBANK" @sourabhwadhwa22 on X 2025-07-19 09:46:32 UTC XXX followers, XXX engagements
"AGI Greenpac to Enter Aluminium Can Market with 1000 Cr Investment Competition to Varun Beverage :: ๐ข Key Highlights: ๐ฐ Investment: 1000 Crores (INR XX Billion) ๐ Location: Uttar Pradesh ๐ Operational Timeline: Phase X Completion: By Q3 FY28 Full Expansion Target: By FY2030 โ Production Capacity: ๐ฏ Initial Output: XXX Million Aluminium Cans/Year ๐ Expansion Goal: XXX Billion Cans/Year by FY30 ๐ฏ Strategic Intent: Diversifying from glass packaging into metal packaging Tapping rising demand for aluminium cans in: Beverages (soft drinks beer energy drinks) Aerosol and food packaging" @sourabhwadhwa22 on X 2025-07-21 14:17:19 UTC XXX followers, XXX engagements
"๐ IndiaEFTA Free Trade Agreement (FTA) Update โ
EFTA Nations Switzerland Norway Iceland & Liechtenstein have officially ratified the FTA with India. ๐
Effective Date: October X 2025 ๐ Key Highlights: Zero-duty access for Indian exports to high-income EFTA markets EFTA commits $XXX billion investment in India over XX years Major boost for sectors like pharma textiles engineering and IT services First FTA India signed with a developed trade bloc in over a decade ๐ Impact: Strengthens Indias position in global value chains Expected to create X million+ jobs Supports Indias Make in India &" @sourabhwadhwa22 on X 2025-07-21 09:08:12 UTC XXX followers, XX engagements
"ORACLE FINANCIAL SERVICES SOFTWARE: Q1 CONS NET PROFIT 6.42B RUPEES VS 6.2B (YOY) Q1 REVENUE 18.52B RUPEES VS 17B (YOY) Q1 EBITDA 8.46B RUPEES VS 8.47B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:03:15 UTC XXX followers, XX engagements
"Tata Power shares fell sharply after the Ministry of Power declined to extend Section XX beyond June XX 2025. As a result all five units of the Mundra (Coastal Gujarat Power Ltd) plantbuilt under imported coal guidelineshave been under maintenance shutdown since July X ๐ฏ . ๐ Implications Without Section XX these plants cant run at full capacity during extraordinary circumstances potentially disrupting dispatch and earnings . Mundra a X GW imported-coal asset was a key revenue generator under such extensions . ๐ Investor Takeaway Short-term earnings will take a hit due to Mundras idle" @sourabhwadhwa22 on X 2025-07-22 06:59:27 UTC XXX followers, XX engagements
"Q1 FY26 jewellery sector update ๐ Titan: XX% revenue double-digit same-store growth 1086 stores XX net additions selective expansion ๐. Kalyan Jewellers: XX% revenue XX% same-store XXX stores XX additions XXX stores planned ๐. Senco Gold: XX% revenue XX% same-store XXX stores X additions XX stores planned ๐ช. PNG Gadgil: 30.4%* revenue X% same-store XX stores X additions 20-25 stores planned" @sourabhwadhwa22 on X 2025-07-07 17:36:53 UTC XXX followers, XX engagements
"UJJIVAN SMALL FINANCE BANK: Q1 SL NET PROFIT RUPEES 1B VS 3.01B (YOY) UJJIVAN SMALL FINANCE BANK: Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ) POOR YOY" @sourabhwadhwa22 on X 2025-07-24 09:13:05 UTC XXX followers, XXX engagements
"Value Buy stocks from Jefferies: Adani Energy Adani Ports AWL Agri Birla Corp Belrise Bharti Airtel Finolex Cables IndiGo M&M NTPC and Sagility Adani Energy Belrise Sagility fresh additions" @sourabhwadhwa22 on X 2025-07-11 05:42:04 UTC XXX followers, XXX engagements
"VINTAGE COFFEE & BEVERAGES: Q1 CONS NET PROFIT 142M RUPEES VS 45M (YOY) Q1 REVENUE 1B RUPEES VS 437M (YOY) Q1 EBITDA 180M RUPEES VS 77M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY) Fantasticโ
โ
" @sourabhwadhwa22 on X 2025-07-19 13:39:08 UTC XXX followers, XX engagements
"INDIA'S ELECTRICITY REGULATORY COMMISSION APPROVES IMPLEMENTATION OF MARKET COUPLING - ORDER IEX currently controls over XX% of electricity spot market volumes. With market coupling a central algorithm will decide prices across all exchanges not just IEX. This takes away IEXs competitive edge in price discovery" @sourabhwadhwa22 on X 2025-07-23 17:46:18 UTC XXX followers, XXX engagements
"๐จ BREAKING NEWS ๐จ After the grand Ram Mandir in Ayodhya a magnificent Sita Mandir will now be built in Sitamarhi Bihar ๐โจ Home Minister Amit Shah will perform the Bhoomi Poojan at Punaura Dham on August X. Siyavar Ramchandra Ki Jai ๐ฉ #SitaMandir #Sitamarhi #RamSita #BhoomiPoojan #HinduHeritage #AmitShah #RamMandir" @sourabhwadhwa22 on X 2025-07-22 08:09:21 UTC XXX followers, XX engagements
"TCS slips to No. X in market cap rankings ๐ Bharti Airtel dials up to No. X ๐ถ Time is the ultimate leveler and so is the stock market. ๐ #StockMarket #TCS #BhartiAirtel #MarketCap #Nifty50 #Investing #DalalStreet" @sourabhwadhwa22 on X 2025-07-21 15:58:25 UTC XXX followers, XXX engagements
"๐ง IPO Overview Milky Mist has filed its Draft Red Herring Prospectus (DRHP) with SEBI to raise up to 2035 crore ($239 million) via its IPO . The offer structure includes: A fresh issue of equity worth 1785 crore An offer-for-sale (OFS) of promoter-held shares worth XXX crore . ๐ Use of IPO Proceeds XXX crore to repay/prepay outstanding debt XXX crore to expand and modernize its Perundurai manufacturing facilitysetting up new lines for whey protein concentrate yogurt and cream cheese XXX crore to deploy visi-coolers icecream freezers and chocolate coolers across its retail footprint" @sourabhwadhwa22 on X 2025-07-24 13:09:03 UTC XXX followers, XX engagements
"IndiQube Spaces IPO XXX Cr 225237/share ๐650 Cr fresh issue + XX Cr offerforsale ๐314 Cr anchored @ XXX (upper band) ๐Grey market premium 1013% suggests XXX listing ๐Day1 subscription 3087% overall retail 1.33.4 ๐Proceeds for capex & debt paydown; still lossmaking XX% revenue from Bengaluru (115 centers XXX mn sq ft) ๐Valued XXXX EV/EBITDA vs peer XX P/S XXX ๐Growth play with longterm potential but profitability & sector risks linger #IndiQubeIPO #IPO #Workspace #InvestSmart #MarketWatch" @sourabhwadhwa22 on X 2025-07-23 12:19:36 UTC XXX followers, XX engagements
"BANSAL WIRE INDUSTRIES: Q1 CONS NET PROFIT 393M RUPEES VS 315M (YOY) Q1 REVENUE 9.39B RUPEES VS 8.2B (YOY) BANSAL WIRE INDUSTRIES: Q1 EBITDA 718M RUPEES VS 610M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-21 11:31:07 UTC XXX followers, XX engagements
"The world really said Ctrl+Alt+Delete after Covid ๐ Now look at us: 1.ChatGPT is the new Google (but sassier) 2.Twitter is the new news channel (and were all anchors) is the new TV (but with X ads in X video ๐ค) is the new cinema (pause = pee break = bliss) 5.Quick commerce is the new supermarket (because 10-min snacks XX km walk) Welcome to the future. No interval no logic just vibes. ๐ฒ๐ฟ๐ฅ" @sourabhwadhwa22 on X 2025-07-21 14:48:23 UTC XXX followers, XX engagements
"The IndiaUK Free Trade Agreement (FTA) is expected to benefit several sectors in India especially those with strong export potential and services expertise. ๐ Sectors Likely to Benefit the Most: ๐ญ X. Manufacturing & Automotive Car tariffs to drop sharply (from over XXX% to 10%) which could: Boost Indian auto component exports. Attract UK firms for component sourcing or EV collaborations. Benefit: Auto ancillaries EVs engineering goods. Stocks to watch: Motherson Bharat Forge Sundaram Fasteners. ๐ต X. Agriculture & Food Processing Indian tea mangoes grapes spices seafood to get higher demand" @sourabhwadhwa22 on X 2025-07-24 11:42:17 UTC XXX followers, XX engagements
"List of sectors with top-performing stock and their approximate 1-year returns 1.Real Estate DLF +66% Apollo Hospitals +57% 3.Pharma Wockhardt +56% 4.Oil & Gas Oil India +55% Bajaj Auto +50% 6.Metals & Mining JSW Steel +48% 7.Consumer Asian Paints +40% Services BSE Ltd +167% Services AIIL +165% 10.PSU Banks Indian Bank +90% 11.NBFC Authum Investment +165% 12.FMCG Godfrey Phillips +107% 13.Power Reliance Power +106% Goods Mazagon +131% Materials PG Electroplast +197% 16.Diversified JSW Holdings +257% 17.Fintech (Paytm) +143% 18.Infra Reliance Infra +101% 19.Defence HAL +56% 20.Logistics /" @sourabhwadhwa22 on X 2025-07-21 13:41:41 UTC XXX followers, XXX engagements
"Most Active Stocks by Volume (July 21) VI XXXX crore shares YES Bank XXXX crore shares JP Power XXXX crore shares PC Jeweller XXXX crore shares GTL Infra XXXX crore shares Excel Realty XXXX crore shares Ola Electric XXXX crore shares RattanIndia XXXX crore shares NMDC XXXX crore shares Garuda Engineering XXXX crore" @sourabhwadhwa22 on X 2025-07-21 13:32:15 UTC XXX followers, XXX engagements
"Tata Electronics and Bosch: Signed a Memorandum of Understanding (MoU) to collaborate on semiconductor packaging and manufacturing with projects planned in Assam and Gujarat. This is a crucial step towards new manufacturing orders and facility development in a high-tech sector" @sourabhwadhwa22 on X 2025-07-17 12:43:38 UTC XXX followers, XX engagements
"Recent Brokerage Recommendations & High Conviction Picks (July 2025): ๐Motilal Oswal Financial Services Ltd.: Vishal Mega Mart: Target Rs XXX (20% upside). Driven by store additions margin gains and strong profitability. State Bank of India (SBI): Target Rs XXX (12% upside). Supported by QIP robust credit pipeline and sustainable growth. ๐Anand Rathi Shares and Stock Brokers: Tilak Nagar Industries: Buy near 350352 Target XXX. (Based on technical breakout) Orchid Pharma: Buy near 730750 Target XXX. (Breakout after prolonged downtrend) ITC: Buy near XXX Target XXX. (Inverse Head & Shoulders" @sourabhwadhwa22 on X 2025-07-21 08:02:24 UTC XXX followers, XX engagements
"Most Active Stocks by Volume (on July XX 2025): * Vodafone Idea * JP Power * Network18 Media * Ola Electric Mobility Ltd. * Hathway Cable * GTL Infra * YES Bank * RattanIndia Power * Suzlon Energy * Magellanic Cloud * HDFC Bank * Dixon Technologies (India) Ltd. * Swan Energy * BSE * Biocon * Waaree Renewable Tech (WAAREERTL) * Reliance Industries * State Bank of India (SBIN) * Cholamandalam Financial Holdings (CHOLAFIN) * Patanjali Foods * Shriram Finance * Swiggy (Again likely in the unlisted space or a very recent listing) * TCS * ICICI Prudential Life Insurance Company (ICICIGI)" @sourabhwadhwa22 on X 2025-07-16 16:28:10 UTC XXX followers, 1026 engagements
"COLPAL Q1 Slips Below Expectations ๐ชฅ๐ ๐ป Net Profit: 3.2B vs 3.6B (YoY) Est: 3.53B ๐ป EBITDA: 4.53B vs 5.1B (YoY) Est: 4.95B ๐ป EBITDA Margin: XXXXX% vs XXXXX% Est: XXXX% ๐งพ Summary: Margins softened earnings missed street estimateslooks like the shine faded this quarter" @sourabhwadhwa22 on X 2025-07-22 07:30:56 UTC XXX followers, XXX engagements
"Imp EX-DIVIDEND #Tomorrow DIVIS LAB Rs XX HDFC BANK Rs X ULTRATECH Rs XXXXX LIC Rs XX ZYDUS LIFE Rs XX INFO EDGE Rs XXXX UNION BANK Rs XXXX OBEROI REALTY Rs X 3M INDIA Rs XXX ABBOTT INDIA Rs XXX AKZO NOBEL Rs XX BHARTI HEXACOM Rs XX ICRA Rs XX KEC Rs XXXX THYROCARE Rs XX TIMKEN INDIA Rs 36" @sourabhwadhwa22 on X 2025-07-24 11:50:57 UTC XXX followers, XX engagements
"Infosys has indeed replaced state-run National Insurance Company (NIC) with private insurer GoDigit for its group health insurance coverage impacting its entire global workforce of over XXX lakh employees. This development was recently reported with the switch being a significant move in the corporate health insurance space. While Infosys has not officially disclosed the specific reasons for the change" @sourabhwadhwa22 on X 2025-07-21 12:04:20 UTC XXX followers, XX engagements
"๐ TATA COMMUNICATIONS STRATEGIC AI COLLABORATION ๐ค Partnered with: Amazon Web Services (AWS) ๐ง Focus: Building AI-Optimised Advanced Network ๐ Scope: India ๐ Aimed at enhancing network intelligence agility & scalability ๐ Commentary: A strong push toward next-gen networking. This AWS tie-up positions Tata Comm at the forefront of AI-driven digital infrastructure in India" @sourabhwadhwa22 on X 2025-07-22 06:57:02 UTC XXX followers, XX engagements
"BEML Secures Major Defence Order ๐ฆ Order Size: XXX Cr ๐ข Client: Ministry of Defence ๐ Purpose: Supply of HMV 6x6 vehicles ๐ง Application: Logistics support for Armed Forces This order reinforces BEMLs leadership in defense mobility solutions and boosts its FY26 order book. #BEML #DefenceMakeInIndia #OrderWin #HMV #DefenceStocks #StockMarketNews" @sourabhwadhwa22 on X 2025-07-23 12:34:38 UTC XXX followers, XX engagements
"INDIA CEMENT Q1 SL NET LOSS 138M RUPEES VS PROFIT 575M (YOY) REVENUE 10.2B RUPEES VS 9.7B (YOY) EBITDA GAIN 820M RUPEES VS LOSS 310M (YOY) EBITDA MARGIN X% CO HAS EXCEPTIONAL ITEM OF 2.4B RUPEES LOSS BEFORE TAX 162M RUPEES VS LOSS 1.6B (YOY)" @sourabhwadhwa22 on X 2025-07-19 13:45:04 UTC XXX followers, XX engagements
"EX dividend today BHARTI AIRTEL Rs XX HCL TECH Rs XX KOTAK MAHINDRA BANK Rs XXXX BLUE STAR Rs X BIRLASOFT Rs X CUMMINS INDIA Rs XXXXX DABUR INDIA Rs XXXX EXIDE INDUSTRIES Rs 2" @sourabhwadhwa22 on X 2025-07-18 01:58:08 UTC XXX followers, XXX engagements
"SML ISUZU Q1 FY25 Performance ๐ โ
EBITDA: 1.1B vs 809M (YoY) โ
EBITDA Margin: XXXXX% vs XXXXX% (YoY) Solid operational improvement with expanding marginsmomentum on track #SMLIsuzu #Q1Results #AutoStocks #EarningsUpdate #StockMarketIndia #EBITDA #CommercialVehicles" @sourabhwadhwa22 on X 2025-07-22 07:31:36 UTC XXX followers, XX engagements
"IDBI Bank & NSE backed NSDL planning $XXX mn IPO launch between July 29-August X at around $XXXX bn valuation #IDBIBank #NSE #NSDL" @sourabhwadhwa22 on X 2025-07-22 15:35:12 UTC XXX followers, XXX engagements
"Dynacons Systems & Solutions Limited Dynacons Systems & Solutions recognized as HPE Solution Provider of the Year 2025. The award was announced at HPE Discover Summit 2025 at Las Vegas. MCap: 1347.61 Cr. CMP: 1055" @sourabhwadhwa22 on X 2025-07-21 05:38:33 UTC XXX followers, XX engagements
"Oberoi Realty announced its Q1 FY26 ๐Profit After Tax (PAT): The company reported a consolidated net profit of XXXXXX crore which is a XXXXX% decline compared to the previous quarter (Q4 FY25). However compared to Q1 FY25 this indicates a strong growth from XXX crore. ๐Total Income (Revenue): Total income for Q1 FY26 stood at 1405.16 crore showing a XXXX% increase quarter-on-quarter. ๐Operating Profit: Operating profit was XXXXXX crore a slight decline of XXXX% quarter-on-quarter. ๐Operating Margin: The operating margin for Q1 FY26 was 56.57%" @sourabhwadhwa22 on X 2025-07-21 12:25:40 UTC XXX followers, XXX engagements
"United Breweries Q1 FY26 Results ๐ ๐บ Revenue: 28.6B vs 24.73B (YoY) Above estimate ๐ฐ Net Profit: 1.8B vs 1.7B (YoY) Below estimate of 2B ๐ EBITDA: 3.1B vs 2.8B (YoY) Slight miss vs 3.22B est. ๐ EBITDA Margin: XXXX% vs XXX% (YoY) Improved YoY โ
Strong topline growth โ Margins still thin despite improvement ๐ Profit slightly below street expectations" @sourabhwadhwa22 on X 2025-07-22 13:58:13 UTC XXX followers, XX engagements
"๐ CRISIL Q1 FY25 Results (YoY) ๐ฐ Net Profit: 1.7B vs 1.5B โ
๐ EBITDA: 2.4B vs 2.1B โ
๐ EBITDA Margin: XXXXX% vs XXXXX% โ
๐ Commentary: Strong operational performance with healthy profit growth and margin expansionreflects efficiency gains and robust business momentum" @sourabhwadhwa22 on X 2025-07-22 07:05:27 UTC XXX followers, XX engagements
"Institutions increased their Holdings Ethos CG Power HDFC Bank Glaxo Pharma Rain Industries Page Industries CIE Automotive Vijaya Diagnostic Lumax Industries Automotive Axles IPCA Laboratories Mrs. Bectors Foods Authum Investment Sumitomo Chemical First Source Solutions" @sourabhwadhwa22 on X 2025-07-18 13:15:08 UTC XXX followers, XXX engagements
"Some More Stocks Declared Fantastic Results.3rd list ICICI BANK Vintage Coffee JK Cements GSM FOILS MASTEK RELIANCE INDUSTRY AARTI DRUGS" @sourabhwadhwa22 on X 2025-07-20 06:53:39 UTC XXX followers, XXX engagements
"Punjab National Bank (PNB): Scrip fell over X% after the bank announced its Q1 FY26 business update which disappointed analysts due to muted loan growth and soft deposit momentum. #Stockupdate #BREAKING #Trending #StockMarket" @sourabhwadhwa22 on X 2025-07-03 11:39:09 UTC XXX followers, XX engagements
"๐ Infosys Q1 FY25 (vs Q4 FY24) ๐ข Revenue: 422.8B vs 409.25B ( 3.3%) ๐ข EBIT: 88.03B vs 85.75B ( 2.7%) ๐ด EBIT Margin: XXXXX% vs XXXXX% ( XX bps) ๐ด Net Profit: 69.2B vs 70.33B ( 1.6%) ๐งพ Takeaway: Topline and operational profit improved QoQ showing growth momentum. However net profit dipped slightly and margins softened likely due to higher costs or currency headwinds" @sourabhwadhwa22 on X 2025-07-23 11:19:51 UTC XXX followers, XXX engagements
"Pitti Engineering Sharply down (6.5%) today trading at around XXX compared to 1034.80 yesterday Pitti Engineering is navigating current weakness in its share price trading near 52-week lows but displaying strong fundamentals: robust YTD revenue growth capacity expansion and a favorable technical setup. The upcoming Q1 result on August X will be key for the stocks near-term direction" @sourabhwadhwa22 on X 2025-07-23 11:51:29 UTC XXX followers, XXX engagements
"16th July Stocks Update:Part X ๐Dixon Technologies: News of buying a XX% stake in Kunshan Q Tech. ๐Biocon: Its arm Biocon Biologics received FDA approval for its insulin product Kirsty expanding its diabetes portfolio in the US. ๐Centrum Capital: Approved raising Rs XXXXX crore through equity" @sourabhwadhwa22 on X 2025-07-16 13:38:05 UTC XXX followers, XXX engagements
"Brokerage Report on 16th July: Part X * Vaishali Parekh (Prabhudas Lilladher) (for July 16): ๐City Union Bank: Buy at 218; Target price at 228; Stop loss at XXX. ๐Varun Beverages: Buy at 469.80; Target price at 494; Stop loss at XXX. ๐Bodal Chemicals: Buy at 76.88; Target price at 81; Stop loss at 75" @sourabhwadhwa22 on X 2025-07-16 13:41:39 UTC XXX followers, XXX engagements
"RELIANCE INDUSTRIES: Q1 CONS NET PROFIT 269.9B RUPEES VS 194B (QOQ); EST 197.75B Q1 REVENUE 2.48T RUPEES VS 2.64T (QOQ); EST 2.42T Q1 EBITDA 369B RUPEES VS 438B (QOQ); EST 445B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (QOQ); EST 18.1%" @sourabhwadhwa22 on X 2025-07-18 14:08:26 UTC XXX followers, XXX engagements
"๐งช HEG Strategic Collaboration for Green Innovation TACC Limited (a HEG subsidiary) and National Council for Cement and Building Materials (NCB) have partnered to develop sustainable high-performance concrete using graphene-based additives. ๐ฑ Focus: Advanced material science Sustainable infrastructure Boosting concrete strength & durability with graphene tech ๐ Significance: This collaboration positions HEG at the forefront of green construction innovation leveraging its expertise in advanced carbon materials. #HEG #Graphene #GreenConstruction #SustainableTech #ConcreteInnovation" @sourabhwadhwa22 on X 2025-07-22 07:32:12 UTC XXX followers, XX engagements
"YES BANK Q1FY26 Net Profit up XXXX% at XXX cr vs XXXXX cr (YoY) NII up XXX% at 2371.5 cr vs 2244 cr (YoY) Gross NPA at 4022 cr vs 3935.6 cr (QoQ) Net NPA at XXXXX cr vs XXX cr (QoQ) Gross NPA flat at XXX% (QoQ) Net NPA flat at XXX% (QoQ)" @sourabhwadhwa22 on X 2025-07-19 09:52:00 UTC XXX followers, XX engagements
"๐ Rail Vikas Nigam Ltd (RVNL) signs an MoU with Mr. Ashraf Gulam Mohmed Theba from Oman ๐ค The partnership focuses on: ๐น Business Development ๐น Market Research ๐น Representation in the Sultanate of Oman ๐ Strategic step toward global expansion #RVNL #Railways #MoU #Oman #Infra #MakeInIndia #GlobalPartnership" @sourabhwadhwa22 on X 2025-07-22 17:38:12 UTC XXX followers, XXX engagements
"๐ชจ IRON ORE SURGES โ Hits 5-month high on growing optimism over Chinas economic reforms and stimulus hopes. ๐ Looks like the dragons breathing life back into commodities. ๐ฅ #IronOre #China #Commodities #MetalStocks #GlobalMarkets #MacroUpdate" @sourabhwadhwa22 on X 2025-07-22 08:05:09 UTC XXX followers, XX engagements
"Latest IPO GMP Update ๐ X GNG Electronics IPO ๐
XX to XX July ๐ฐ Issue Price: XXX ๐ฅ GMP: XX (36%) ๐ Signal: Strong listing gains likely X Indiqube Spaces IPO ๐
XX to XX July ๐ฐ Issue Price: XXX ๐ฅ GMP: XX (14%) ๐ Signal: Moderate potential gains. X Brigade Hotel Ventures IPO ๐
XX to XX July ๐ฐ Issue Price: XX ๐ฅ GMP: XX (19%) ๐ Signal: Limited upside. X Shanti Gold International IPO ๐
XX to XX July ๐ฐ Issue Price: XXX ๐ฅ GMP: X (0%) โ Signal: No current listing gain buzz. X NSDL IPO ๐
Dates & Price TBA ๐ฅ GMP: XXX ๐ Signal: High grey market intereststrong debut expected" @sourabhwadhwa22 on X 2025-07-22 07:00:25 UTC XXX followers, XXX engagements
"Top XX Cash Rich Stocks in Indian Market * Reliance Industries Limited (RIL) * Tata Consultancy Services (TCS) * Infosys Limited * HDFC Bank * Life Insurance Corporation of India * Coal India Limited * ITC Limited * HCLTech * Larsen & Toubro (L&T) * Oil and Natural Gas Corporation" @sourabhwadhwa22 on X 2025-07-19 09:50:58 UTC XXX followers, XXX engagements
"โก Zodiac Energy Strategic Expansion Alert ๐ Entering the BESS (Battery Energy Storage System) space ๐ To also take up EPC Projects (Engineering Procurement & Construction) ๐ Commentary: Diversification into BESS and EPC signals a forward-looking shift toward energy storage and turnkey infrastructurealigns with Indias clean energy drive. #ZodiacEnergy #BESS #EnergyStorage #EPCProjects #GreenEnergy #PowerStocks #EnergyTransition #RenewablesIndia" @sourabhwadhwa22 on X 2025-07-22 08:02:45 UTC XXX followers, XX engagements
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