[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) "RITES has been awarded a Letter of Intent by BEL worth approximately XXXXXX crore to handle: Design Project Management Consultancy (PMC) Construction of a mass manufacturing facility for Electronics and Components SBU at BELs plant in Palasamudram Andhra Pradesh The contract is being executed on a costplus basis and is planned for completion within XX months"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949086667635405108) 2025-07-26 12:37:28 UTC XXX followers, XX engagements "As tensions rise in the South China Sea & ASEAN fractures deepen India is quietly stepping up ties with Vietnam & Philippines. This isnt just diplomacy its a hedge for supply chains defence exports & investment flows. ๐ Watch Indian defence & infra stocks. #GeoPolitics #IndiaChina #ASEAN #DefenceStocks #EmergingMarkets #SupplyChain"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949008070308495687) 2025-07-26 07:25:09 UTC XXX followers, XX engagements "๐ฅ DHANI SERVICES Q1 FY25 ๐ฅ โ Net Profit: 65.6M vs Loss 826M (YoY) ๐ Revenue: 859M vs 1.07B (YoY) ๐ Massive turnaround despite revenue dip profit after heavy losses last year Efficiency play #Dhani #Earnings #Q1Results #IndianMarkets #Turnaround #StocksToWatch"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948715248292118600) 2025-07-25 12:01:35 UTC XXX followers, XXX engagements "@AI_Feb21 Asset Management Sounds like the Asset Management (Mutual Fund) industry ๐ Steady SIPs rising retail participation and strong AUM growth true compounding at work Am I close ๐"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949183304474747238) 2025-07-26 19:01:28 UTC XXX followers, XX engagements "๐จ Top Companies Setting Bold Targets After Q1FY26 Results ๐งต X Mahindra Lifespace 10000 Cr sales target by FY27 Focus: Luxury housing industrial clusters Plans 3x growth from FY24 base Leveraging tech + execution excellence X Trident 10000 Cr revenue ambition Strategy: Premium textiles AI ESG and exports Going digital-first in retail & global branding X HAL Mega Tejas Mk1A deal (97 jets) to close by end-2025 Total fleet to hit XXX fighters by 2031 Production ramp-up to XX jets/year Strengthens Indias aerospace power ๐งต"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948774545566965773) 2025-07-25 15:57:12 UTC XXX followers, XXX engagements "Top X Fund Managers in India (2025) X. Sankaran Naren Position: CIO & ED ICICI Prudential AMC AUM: XXXX lakh crore (equity) Notable Funds: ICICI Prudential Bluechip Fund Value Discovery Style: Contrarian investor long-term value focus Key Highlight: Pioneered hybrid models built one of Indias largest asset houses X. Prashant Jain (formerly HDFC AMC) Position: Former CIO now with XXX ONE Wealth Funds Managed: HDFC Equity Fund Top XXX Fund Returns: 18%+ CAGR over past decade Style: Value investing mindset consistently beat benchmark returns X. Neelesh Surana Position: CIO (Equity) Mirae Asset"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948807524649476458) 2025-07-25 18:08:15 UTC XXX followers, XX engagements "Everyone's been ignoring defense stocks like they're my ex's texts. But just like those texts a rally is definitely coming. Get ready for some unexpected gains ๐ #DefenseStocks #SleeperHit ๐๐๐๐HAL vs BEL๐๐๐๐๐ ๐HAL is more focused on large platforms like aircrafts and helicopters. ๐BEL specializes in electronic warfare radars and communication systems. ๐Both are cash-rich PSU giants with strong order books and defence tailwinds. ๐BEL has slightly higher dividend yield HAL has higher profitability and growth potential due to large capex plans and export focus. Threads ๐งต"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948430991691055270) 2025-07-24 17:12:03 UTC XXX followers, XX engagements "๐ SBI Cards Q1 FY25 Highlights ๐ธ Net Profit: 5.6B vs 5.94B (YoY) ๐ป ๐ Revenue: 48.8B vs 43.6B (YoY) ๐ผ ๐งพ GNPA: XXXX% vs XXXX% (QoQ) ๐งพ NNPA: XXXX% vs XXXX% (QoQ) ๐ง Margins slightly squeezed but asset quality stable and revenue growth solid. Profit down YoY high base impact #SBICards #Q1Results #EarningsUpdate #CreditGrowth #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948715644477714907) 2025-07-25 12:03:09 UTC XXX followers, XX 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 "This disconnect between US markets (like Nasdaq Dow Jones) and Indian IT stocks can feel confusing IT Sector Performance Today 1.๐ฅ Coforge Ltd ๐ป XXXX% 2.๐ฅ Persistent System ๐ป XXXX% 3.๐ฅ Mphasis Ltd ๐ป XXXX% 4.๐ฅ Tech Mahindra Ltd ๐ป XXXX% 5.๐ฅ LTIMindtree Ltd ๐ป XXXX% 6.๐ฅ Infosys Ltd ๐ป XXXX% 7.๐ฅ HCL Technologies ๐ป XXXX% 8.๐ฅTCS ๐ป XXXX% 9.๐ฅ Wipro Ltd ๐ป XXXX% 10.๐ฉ Oracle Financial ๐ผ 0.86%"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948385908652220912) 2025-07-24 14:12:54 UTC XXX followers, XXX engagements "๐จ RELIANCE INFRA Q1 RESULTS ๐ Net Profit: 598M vs (2.33)B (YoY) ๐ Revenue: 59B vs 72B (YoY) ๐ EBITDA: 2.2B vs 12.1B (YoY) ๐ EBITDA Margin: XXXX% vs XXXXX% ๐ Regulatory Income: 7.2B vs Exp 5.35B ๐ Loss Before Reg. & Exceptionals: (4.34)B vs Profit 4.6B Despite net profit core numbers remain weak. Is the turnaround sustainable or just optical ๐ #RelianceInfra #Q1Results #InfraStocks #Earnings #StockMarketIndia #AnilAmbani #TurnaroundStory"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948769638147338338) 2025-07-25 15:37:42 UTC XXX followers, XXX engagements "๐จ ED raids Anil Ambani Group companies over suspected 3000 Cr Yes Bank loan fraud. Over XX premises XX companies and XX individuals searched in Mumbai & Delhi. ๐ Evidence seized: documents hard drives digital devices. โ ED alleges loan diversion via shell firms bribery evergreening. ๐ข Reliance Power & Infra clarify operations unaffected; assert no link with legacy entities. ๐ Stocks down XX% amid heightened scrutiny. #AnilAmbani #EDRaids #YesBankFraud #RAAGA #MoneyLaundering"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949099313432268976) 2025-07-26 13:27:43 UTC XXX followers, XX engagements "HFCL consolidated Q1 FY26 results for the quarter ending June XX 2025: ๐ Q1 FY26 Consolidated Performance Net Loss: XXXXX crore (322 million) compared to a profit of XXX crore in Q1 FY25 Profit Comparison: This marks a sharp year-on-year downturn from a prior profit confirming a poor YoY showing; on a sequential (QoQ) basis profit has also fallen significantly ๐ Context & Commentary The consolidated net loss of XXXXX crore starkly contrasts with the profit of XXX crore the year before (Q1 FY25) reflecting weak performance on both YoY and QoQ fronts"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948651935281958990) 2025-07-25 07:50:00 UTC XXX followers, XXX engagements "What do you think how will Nifty perform on Monday ๐๐ 1.โ FTA deal done with UK X. No US tariffs yet 3.๐ข Brent below $XX 4.๐ฑ INR at XXXX 5.๐ Global cues stable"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948815547476705492) 2025-07-25 18:40:08 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 "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 "๐ FTAs The Game Changer India is actively signing Free Trade Agreements (FTAs): ๐ UAE CEPA: XX% of Indian textile exports now tariff-free ๐ Australia ECTA: Garments and fabrics get zero-duty access ๐ UK: Garments and fabrics get zero-duty access"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948737925652373780) 2025-07-25 13:31:41 UTC XXX followers, XX engagements "Group A: India Pakistan Oman UAE Group B: Sri Lanka Bangladesh Afghanistan Hong Kong"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949118046645489883) 2025-07-26 14:42:09 UTC XXX followers, XX engagements "Indias Forex Reserves (USD) Update July XX 2025 (Week Ended) ๐ Actual: $XXXXXX Billion ๐ Previous: $XXXXXX Billion ๐ป Change: -$1.18 Billion ๐ Minor dip due to possible dollar strength valuation changes or RBI intervention. #India #ForexReserves #USD #RBI #INR #Economy #MacroUpdate"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948710159179567431) 2025-07-25 11:41:21 UTC XXX followers, XX engagements "๐ GMDC Q1 Results ๐ Net Profit at 1.6B vs 1.84B (YoY) ๐ Revenue at 7.3B vs 8.18B (YoY) โ Weakness driven by softer realization in lignite & lower volume. Company remains focused on new mineral opportunities. #GMDC #Q1Results #Earnings #Mining #NSE #StocksToWatch"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948771803054456921) 2025-07-25 15:46:18 UTC XXX followers, XXX engagements "Asia cup Full Schedule ๐ Group Stage Fixtures X Sep Afghanistan Hong Kong XX Sep India UAE XX Sep Bangladesh Hong Kong XX Sep Pakistan Oman XX Sep Bangladesh Sri Lanka XX Sep India Pakistan XX Sep Sri Lanka Hong Kong XX Sep Bangladesh Afghanistan XX Sep Pakistan UAE XX Sep Sri Lanka Afghanistan XX Sep India Oman ๐ Super Four Stage (Teams and matchups TBD after group stage) XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X ๐ Final XX September 2025 Final between top two Super Four teams"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949118552465621084) 2025-07-26 14:44:10 UTC XXX followers, XX 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 "Most Active (High Volume) Stocks on XX July 2025 ๐ธ BSE Most Active by Volume (Based on trade volume ranked by active investor interest) ๐Vodafone Idea XXXX Cr shares traded ๐Indian Energy Exchange (IEX) XXXX Cr shares ๐Trident XXX Cr shares ๐Yes Bank XXX Cr shares ๐Suzlon Energy XXX Cr shares Other names like Easy Trip Planners and Alok Industries also saw elevated activity. ๐ธ NSE Volume Spurt Highlights (Significant surge vs average volume during intraday) ๐Trident Ltd 1235.37 lakh shares (17 2week average) price up XXXX% to XXXXX ๐Indian Energy Exchange (IEX) 2281.96 lakh shares"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948703037582622947) 2025-07-25 11:13:03 UTC XXX followers, XXX engagements "SUNTECK REALTY Q1 CONS NET PROFIT 334M RUPEES VS 228M (YOY) REVENUE 1.9B RUPEES VS 3.2B (YOY) EBITDA 478M RUPEES VS 314M (YOY) EBITDA MARGIN XXXXX% VS XXXX% (YOY) Good๐๐โ โ "  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946181486186475755) 2025-07-18 12:13:19 UTC XXX followers, XXX engagements "Jayant Infratech Ltd gets XX Cr EPC order from DCC Infra Projects for railway track doublingproject to be delivered by July 2027. ๐ง ๐ผ MCap: XXXX Cr ๐ฐ CMP: 75.880.3 (as of late July 2025) Highlights: P/E: 9.29.9 P/BV: 1.61.7 ROE: 1619% ROCE: XX% No dividend payout to date A strong orderbook boost for its railway EPC segment ๐ #JayantInfratech #RailwayInfrastructure #EPC #RailDoubling #InfraStocks"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949076955745186182) 2025-07-26 11:58:53 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 "FILATEX INDIA: Q1 SL NET PROFIT 407M RUPEES VS 323M (YOY) Q1 REVENUE 10.49B RUPEES VS 10.5B (YOY) Q1 EBITDA 679M RUPEES VS 631M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948051483393696081) 2025-07-23 16:04:01 UTC XXX followers, XX engagements "๐ข IPO Alert: X IPOs Closing on 31st July & 1st August ๐ Closing on 31st July Mainboard: X Laxmi India Finance X Aditya Infotech SME: ๐น Kaytex Fabrics ๐ Closing on 1st August Mainboard: X Sri Lotus Developers & Realty X NSDL X M&B Engineering SME: ๐น B.D. Industries (Pune) ๐น Takyon Networks ๐น Mehul Colours ๐ฏ Pick your bets before deadline #IPO #MainboardIPO #SMEIPO #NSDLIPO #StockMarketIndia #IPOAlert #PrimaryMarket"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949051160129634483) 2025-07-26 10:16:22 UTC XXX followers, XX engagements "๐ SAKAR HEALTHCARE Q1 RESULTS ๐ฐ Net Profit: XXXX Cr XX% YoY QoQ data not provided ๐ Revenue: XXXX Cr XX% YoY QoQ data not provided โ EBITDA: XXXX Cr XX% YoY QoQ data not provided ๐ EBITDA Margin: XXXXX% vs XXXXX% YoY QoQ data not provided"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948664774033899662) 2025-07-25 08:41:01 UTC XXX followers, XX engagements "BIKAJI FOODS: Q1 SL NET PROFIT 631.6M RUPEES VS 596M (YOY) Q1 REVENUE 6.23B RUPEES VS 5.64B (YOY) Q1 EBITDA 985M RUPEES VS 928M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948051691221500262) 2025-07-23 16:04:50 UTC XXX followers, XX 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 "๐จ BIG IndiaMaldives Strategic Boost ๐ค India signs X MoUs & X major agreements with Maldives: โ 4850 Cr Line of Credit extended โ Debt relief on Indian-funded loans โ FTA talks officially launched โ 3300 homes handed over in Hulhumale โ Roads drainage & X infra projects inaugurated โ XX vehicles & equipment handed over Indias soft diplomacy + infrastructure push in action ๐ช๐ ๐ค Is India reclaiming regional influence with economic muscle #IndiaMaldives #Geopolitics #IndianDiplomacy #NeighbourhoodFirst #InfraPush #StrategicRelations #SoftPower #FTA #Modi"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948727697414205926) 2025-07-25 12:51:03 UTC XXX followers, XX engagements "Broker Ratings & Calls ๐Bajaj Finance: Motilal Oswal maintains Neutral citing MSME asset stress; Canara Bank upgraded by Antique on strong other income outlook . ๐Tata Motors: BNP Paribas gives an Outperform with a target of XXX . ๐Sanathan Textiles: Axis Securities assigns Buy with XXX target . ๐Voltas: HDFC Securities recommends Buy at 1420 target . ๐RBL Bank: ICICI Direct tags it a Buy with XXX target . ๐IEX (Indian Energy Exchange): Strong earnings driven rebound; XX% PAT growth lifts sentiment . ๐SBI Life Insurance: Shares up X% after XX% PAT rise; Motilal Oswal maintains Buy with"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948635025894744126) 2025-07-25 06:42:48 UTC XXX followers, XXX engagements "@academy_share ๐ Thejo breaking out with conviction Volume + Price = Strong confirmation ๐ Could this be the start of a fresh rally ๐ฅ"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949002640030875976) 2025-07-26 07:03:34 UTC XXX followers, XXX 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 "๐ Thread: GeoFinance Moves India Cant Ignore ๐งต 1) Historic #IndiaUK FTA signed on July XX Product-level breakouts on autos pharma & whisky. #TradeDeal 2) Modi in Maldives: $565M LoC FTAs launched defence aid enhanced Indias influence in Indian Ocean. #StrategicPivot 3) RBI expanding rupeesettlement pacts with UAE Maldives reducing FX risks & growing currency diplomacy. 4) Quads Critical Minerals initiative points to Indias future in batteries EVs & semiconductors. #SupplyChain 5) IMF sees XXX% GDP growth aheadrisks include trade war spillover energy shocks weak consumption. INR brace"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949008528460710044) 2025-07-26 07:26:58 UTC XXX followers, XX engagements "Defence Stock Sentiment Tracker July 2025 X BEL โ 1640 Cr radar order (July) ๐ Stock down XX% from ATH ๐ฅ Sentiment: Strong but cooling X BDL โ XXX Cr ATGM order from AVNL (July) ๐ Stock down XX% from ATH โก Sentiment: Heating up X HAL โ Order book solid but stock rangebound ๐ Down XX% from ATH ๐ Sentiment: Sideways waiting trigger X Mazagon Dock ๐ข Big buzz post Q4 results ๐ Still XX% off ATH ๐ฅ Sentiment: Bullish breakout watchers X Cochin Shipyard ๐ง Order flow strong stock corrected ๐ Down XX% from peak ๐งจ Sentiment: Oversold or fair valued โWhich defence stock looks best for next 6"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948732329309933930) 2025-07-25 13:09:27 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 "Chennai Petroleum Corporation Q1 FY26 Key Highlights (QoQ comparison): EBITDA has plunged from XXXX billion (Q4 FY25) to just XXX million in Q1 FY26 a sharp fall of nearly 87%. EBITDA Margin has also collapsed from XXXX% to 0.53%. ๐ Interpretation: This is a very weak operational performance on a quarter-on-quarter basis. Margins have virtually eroded indicating significant pressure on refining spreads or possibly higher input costs. This kind of sharp drop typically triggers negative market reaction unless explained by one-off events or inventory adjustments"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948660491745681834) 2025-07-25 08:24:00 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 "JOHNSON CONTROLS: Q1 SL NET PROFIT RUPEES VS 361M (YOY) Q1 REVENUE 8.53B RUPEES VS 9.96B (YOY) JOHNSON CONTROLS: Q1 EBITDA 364M RUPEES VS 566M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948368571706618256) 2025-07-24 13:04:01 UTC XXX followers, XX 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 "Slide 3: Ownership ๐ผ Ownership Structure NSDL: ๐ Promoted by NSE SBI HDFC Bank Canara Bank ๐ Recently IPO listed CDSL: ๐ Promoted by BSE ๐ Publicly listed since 2017"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948778782912921731) 2025-07-25 16:14:03 UTC XXX followers, XXX engagements "HAL Latest Highlights XX July 2025 ๐ง Strategic Partnerships & Orders ๐HAL secured a XXX crore deal to acquire ISROs SSLV (Small Satellite Launch Vehicle) technology. HAL will build operate and commercialize SSLV rockets independently with ISRO support for initial missions. ๐Orders for key platforms are set to rise: annual production of XX SSLVs planned with $6.5M revenue per launch projection. ๐งต"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948699949816054144) 2025-07-25 11:00:47 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 "Bulk Deal Updates on 9th July (3/3): ๐BSE Limited: Graviton Research Capital LLP was involved in both buying and selling a large number of shares. ๐Capital Trust Ltd: Several individuals bought shares while Sumitra sold shares. ๐Net Avenue Technologies L: Inventus Capital Partners (Mauritius) Limited sold shares while N J Shares & Securities Pvt. Ltd. was involved in both buying and selling. ๐Durlax Top Surface Ltd: Bhaveshkumar Shantilal Jain sold 158000 shares. ๐Eppeltone Engineers Ltd: Kenil Jaysukhbhai Thathagar sold 67000 shares"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1942933398504292362) 2025-07-09 13:06:34 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 "@darshitpatel84 This loan is about maintaining regional influence & countering China. Sometimes helping others secures our own position. ๐ #IndiaFirst #Geopolitics #Maldives #StrategicDiplomacy"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949003063249043949) 2025-07-26 07:05:15 UTC XXX followers, XXX 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 "Stocks That Fell Despite Strong Earnings 1.Bajaj Finance Reported XX% YoY profit growth in Q1 FY26. Yet shares fell X% on investor concerns around rising credit costs and asset quality in the MSME segment . 2.REC Limited (Rural Electrification Corporation) Delivered a XX% YoY jump in net profit but the stock dropped X% in post-results tradingsuggesting elevated expectations or muted sentiment . 3.Infosys (IT Sector) A strong quarter with profit and revenue growth failed to lift the stock. Infosys shares slipped XXX% wiping out 8600+ crore in market value amid concerns about earnings quality ."  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948668183654621287) 2025-07-25 08:54:34 UTC XXX followers, XX engagements "๐จ HALRolls Royce JV to Expand in India ๐ท XX million investment planned to expand operations in Hosur Tamil Nadu โ Focus: Defence engine manufacturing & MRO (Maintenance Repair & Overhaul) ๐ค Strengthens Make in India & indigenous aero engine capability ๐ Boost to exports skilled jobs & tech transfer from UK ๐ Strategic move amid rising Tejas jet orders & Indias focus on self-reliance in defence tech #HAL #RollsRoyce #MakeInIndia #DefenceManufacturing #Tejas #Hosur #AtmanirbharBharat #AeroEngines #JV #DefenceNews"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949013402883428640) 2025-07-26 07:46:20 UTC XXX followers, XX engagements "๐ NSDL vs CDSL Indias Depository Giants Slide 1: Headline NSDL vs CDSL Indias two stock depositories whos ahead ๐ธ Regulated by SEBI ๐ธ Hold demat accounts ensure trade settlements ๐ธ Backbone of Indias stock market infra ๐งต"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948778695709143525) 2025-07-25 16:13:42 UTC XXX followers, XXX engagements "KHAITAN CHEMICALS & FERTILIZERS: Q1 SL NET PROFIT 214M RUPEES VS LOSS 167M (YOY) Q1 REVENUE 2.34B RUPEES VS 1.3B (YOY) Q1 EBITDA 317M RUPEES VS LOSS 69M (YOY) Q1 EBITDA MARGIN XXXXX% VS -XXXX% (YOY)"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948051607050154206) 2025-07-23 16:04:30 UTC XXX followers, XX 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 "Free Trade Agreement (FTA) between India and the United Kingdom is opening up UK markets for Made in India products. It highlights state-wise exports that are set to benefit under this FTA categorized by sectors like textiles agriculture sports goods IT services and more. ๐บ State-wise Highlights: North India: Jammu & Kashmir: Pashmina shawls Basmati rice Kashmiri saffron Kashmir willow bats Punjab: Jalandhar sports goods Basmati rice Delhi Himachal Pradesh Uttarakhand: Basmati rice Rajasthan: Jaipur gemstone jewellery Uttar Pradesh: Meerut sports goods Khurja pottery Agra & Kanpur leather"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948410672817008779) 2025-07-24 15:51:18 UTC XXX followers, XX engagements "ThailandCambodia conflict Conflict Overview July 2025 ๐ Trigger & Escalation ๐On XX July clashes erupted near the Preah Vihear / Prasat Ta Muen Thom temple border zone. Cambodian soldiers reportedly approached Thai positions and both sides fired heavy weapons including artillery and BM-21 rocket systems. Thailand responded with airstrikes using F16 jets. ๐The confrontation sparked the deadliest border fighting in over a decade unfolding across at least XX flashpoints including hospital and petrol station bombardments"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948690728076427314) 2025-07-25 10:24:09 UTC XXX followers, XXX engagements "๐ ORIENT CEMENT: Q1 FY25 Results โ Net Profit: XXX Cr ๐ข vs XXXX Cr (YoY) โ Revenue: XXX Cr ๐ข vs XXX Cr (YoY) โ EBITDA: XXX Cr ๐ข vs XX Cr (YoY) โ EBITDA Margin: XXXXX% ๐ข vs XXXXX% (YoY) ๐ข All key metrics up sharply margin boost is impressive Will this momentum continue in coming quarters ๐ค #Q1Results #Earnings #OrientCement #CementStocks #StockMarketIndia #Infra #SmallcapStocks #EarningsSeason"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948751234703261989) 2025-07-25 14:24:35 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/1947980289734857160) 2025-07-23 11:21:07 UTC XXX followers, XXX engagements "Syngene* exports were weak at US $ XXX mn down XX% MoM (1QFY26 at US $ XX mn down X% QoQ). Key contributors were Bedinvetmab to Zoetis for US $ XXX mn (67% of total exports) fine organic compounds to Merck for US $ XXXX mn other clients being GSK Abbvie Amgen Baxter Boehringer BMS Eli Lilly Novartis Wuxi etc. *Hikal* exports were mixed at US $ XXXX mn up XX% MoM but down XX% YoY (1QFY26 at US $ XX mn down XX% QoQ & down X% YoY). Key products were Lubabegron to Elanco Clinton Labs at US $ XXX mn Etiracetam at US $ XXX mn to UCB Isofetamid technical at US $ XXX mn Probenazole to Highchem Japan"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1944734681355714776) 2025-07-14 12:24:14 UTC XXX followers, XXX 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 "Force Motors became a 3-bagger in X months not because of earningsbut due to a mix of: ๐ Auto sector re-rating ๐ EV & Defence buzz ๐ Low float + value unlocking bets ๐ Improved guidance & sentiment shift Sometimes markets price future potential not present profits. #ForceMotors #Multibagger #AutoStocks #Momentum #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949003721255354790) 2025-07-26 07:07:52 UTC XXX followers, 4408 engagements "Infosys ๐As of July 2023 Infosys reported around XX active generative AI projects and had trained approximately 40000 employees in this domain . ๐There isnt publicly available data indicating how many total (across all services and geographies) projects were active in FY25. ๐ HCLTech ๐While sources mention over XX GenAI projects at various stages (PoC to implementation) no overall total project count has been published . ๐HCLTechs annual reports (FY 202324) list project-specific details but do not disclose a consolidated count of projects"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948684179442430379) 2025-07-25 09:58:07 UTC XXX followers, XX engagements "๐จ NTPC Green Energy signs MoU with Bihar Govt For battery storage โก + renewable energy projects ๐ to boost decarbonization in Bihar. ๐ฑ ๐ Focus: Solar Green Hydrogen BESS ๐ CMP: XXXXXX ๐ผ MCap: 89192 Cr A fresh green push in Indias energy transition #NTPC #RenewableEnergy #Bihar #EnergyStorage #GreenHydrogen #Infra"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949075478402285975) 2025-07-26 11:53:00 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 "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 "Ashok Leyland: Shares saw a significant XX% drop at market opening. However this was a technical adjustment due to the company's 1:1 bonus share issue taking effect. Investors have not lost value as the share count effectively doubled adjusting the price per share. The stock began trading ex-bonus on July XX and the bonus shares are expected to be available for trading on July XX 2025"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945477643715162459) 2025-07-16 13:36:30 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 HCLTech vs Infosys Clash of Titans Whos leading Indias IT revolution ๐ฐ๐ From revenue & tech edge to global reach we break it down ๐ #Infosys #HCLTech #ITstocks #TechWars #StockMarket ๐งต"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948683945656418414) 2025-07-25 09:57:12 UTC XXX followers, XXX engagements "๐จ BREAKING: Pakistan & Bangladesh sign agreement for visa-free travel for holders of diplomatic & official passports. A move toward closer regional cooperation but how meaningful is it beyond protocol ๐ค๐ #GeoPolitics #SouthAsia #Pakistan #Bangladesh #Diplomacy"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948755763913994521) 2025-07-25 14:42:34 UTC XXX followers, XX engagements "@IndianGems_ Why we never heard any bridge Collapse in South India Why they are not sharing technology"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946458710072541524) 2025-07-19 06:34:54 UTC XXX followers, XXX 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 "#ASHOK_LEYLAND EX-DATE & RECORD DATE #Tomorrow Bonus Issue = 1:1 #TCS EX-DIVIDEND #Tomorrow Rs XX #StockUpdate"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1945102904693575739) 2025-07-15 12:47:25 UTC XXX followers, XXX engagements "๐ Most Bought Mutual Funds July 2025 โ Equity inflows: 37113 Cr ๐ฅ Sectoral/Thematic Funds led with 18386 Cr ๐ Multi-Cap: 7085 Cr ๐น Small-Cap: 2109 Cr ๐น Mid-Cap: 1644 Cr ๐ Top Schemes in Focus: Quant Small Cap Parag Parikh Flexi Cap HDFC Mid-Cap Motilal Oswal Large & Midcap #MutualFunds #SIP #Investing #PersonalFinance #IndiaInvests #AMFI"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949176228927483948) 2025-07-26 18:33:21 UTC XXX followers, XX engagements "Tata Power Invests in XXX MW Hydropower Project in Bhutan Project: Khorlochhu (formerly Kholongchhu) Hydropower Project XXX MW run-of-river Partnership: Tata Power holds XX% equity while Druk Green Power Corporation (DGPC) holds XX% forming Khorlochhu Hydro Power Ltd. Investment: Estimated cost of around 6900 crore (NU XX billion) including financing charges. Timeline: Construction began soon after definitive agreement in mid2024; commissioning is targeted in September 2029. Energy Offtake: Export surplus summer power to India via Power Purchase Agreements (PPAs) with Tata Power Trading"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948665791039099087) 2025-07-25 08:45:03 UTC XXX followers, XX 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 "Jagsonpal Pharma Reports Strong Q1 Growth ๐ Revenue Up XXXX% PAT More Than Doubles MCap 1757.63 Cr - XXXX% YoY revenue growth to XXX Mn in Q1FY26 - Operating EBITDA up XXXX% YoY to XXX Mn (20.8% margin) - Net profit (PAT) more than doubled to XXX Mn (14.3% margin +560 bps) - Gross margins improved by XX bps to XXXX% - Cash position strengthened to 1609 Mn (+153 Mn in Q1) - Ranked X in Gynae CVM segment - 20+ brands in Top X of their categories (Gynaecology Orthopaedics Dermatology Child-care) - Asset-light model with 1000+ sales professionals - Targeting 23%+ revenue growth for FY26"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949056254002733076) 2025-07-26 10:36:37 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 "Orient Electrics Q1 FY26 results with a brief interpretation: ๐ Q1 FY26 (YoY Comparison) Standalone Net Profit: XXX million vs XXX million ๐ผ Up XX% YoY EBITDA: XXX million vs XXX million ๐ผ Up XX% YoY EBITDA Margin: XXXX% vs XXXX% ๐ผ Improved by XX bps โ Interpretation Strong YoY improvement across all key metrics profit operating income and margins. Indicates better cost control and possibly stronger product mix or demand uptick. If QOQ trend is also positive this would reflect a turnaround or momentum build-up"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948662118535909594) 2025-07-25 08:30:28 UTC XXX followers, XX engagements "Aptech Ltd inks MoU worth XXXX Cr with a Govt. institute under MIB ๐ Purpose: To provide computer-based testing services for one year to a public sector entity under the Ministry of Information & Broadcasting Contract Value: XXXX Crores (72 million) Date: Announced early July 2025 Market Watch: Shares rose XXX% signaling investor confidence ๐ก Stock Snapshot Market Cap: 792795 Cr (784795 Cr per multiple sources) CMP: XXXXXX (trading around 135149) P/E Ratio: 40; Dividend Yield: 3.3%"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948712177243750847) 2025-07-25 11:49:23 UTC XXX followers, XX engagements "The Electronic Manufacturing Industry is forecasted to grow at a staggering XX% CAGR until FY26 reaching nearly X trillion (USD XX billion) Time to grab opportunities similar like Corona Time #ElectronicsStocks #EMSstocks #MakeInIndia #PLI #SemiconductorIndia #DixonTech #KaynesTech #PGElectroplast #SyrmaSGS #ElinElectronics #HavellsIndia #StockMarketIndia #GrowthStocks"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948722766628196511) 2025-07-25 12:31:27 UTC XXX followers, XX engagements "BHAGYANAGAR INDIA Q1 FY25 Results (YoY) Net Profit: 76M vs 17M โ EBITDA: 162M vs 68M โ EBITDA Margin: XXXX% vs XXXX% โ EBITDA Growth: +138.24% EBITDA Margin Growth: +82.03% ๐ Commentary: Strong operational performance with significant improvement in profitability and marginssuggests robust cost control or better pricing power"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947550515123953742) 2025-07-22 06:53:21 UTC XXX followers, XX 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 "๐งต Indias Textile Sector: The Loom of Opportunity ๐งถ ๐ Sector Growth Indias textile and apparel industry is witnessing a strong revival: ๐ The sector is projected to grow from $XXX billion to $XXX billion by 2030 ๐ Export target set at $100+ billion by 2030 ๐ Demand driven by technical textiles athleisure and organic fabrics ๐ Massive rise in e-commerce and D2C apparel brands ๐ Global shift from China (China+1 strategy) brings more orders to India"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948737712581677285) 2025-07-25 13:30:51 UTC XXX followers, XX engagements "Slide 6: Investment View ๐ก Final Thought CDSL: Higher margins retail play established listing NSDL: Backed by big banks newer listing institutional dominance Which one would you pick ๐ค #StockMarket #Investing #NSDL #CDSL #FinanceTwitter"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948778966518542742) 2025-07-25 16:14:46 UTC XXX followers, XXX engagements "๐ผ HEXAWARE TECHNOLOGIES Q1 CY25 RESULTS ๐ข Revenue: XXXX billion Up from 32.07B (QoQ) Up from 27.95B (YoY) +16.7% YoY ๐ข Net Profit: XXX billion Up from 3.27B (QoQ) Up from 3.24B (YoY) +17.2% YoY ๐ข EBITDA: XXXX billion Up from 5.14B (QoQ) Up from 4.28B (YoY) +24.3% YoY โ Strong YoY growth across all key metrics โ Improved margins and consistent deal momentum #Hexaware #Q1Results #YoYGrowth #TechStocks #EarningsUpdate #IndianIT #StockMarketIndia #EBITDA #NetProfit #RevenueGrowth"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948426681561006365) 2025-07-24 16:54:55 UTC XXX followers, XX engagements "๐ Siyaram Recycling bags export order from Hong Kong ๐งฑ XXX tons of brass billets (brass scraphoney) order worth XXXXX Cr (USD 1.2M) from Greenland Trading. Execution in XX days. ๐ฆ ๐ Stock surged XXX% to XXX on news. #SiyaramRecycling #BrassBillets #ExportOrder #RecyclingIndustry"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949086071549272271) 2025-07-26 12:35:06 UTC XXX followers, XX 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, XXX engagements "Comparison between CDSL and NSDL ๐ธ X. Promoter Background NSDL was promoted by NSE (National Stock Exchange). CDSL was promoted by BSE (Bombay Stock Exchange). ๐งต #NSDLvsCDSL #CDSL #NSDL #DepositoryBattle #StockMarketIndia #IPONews #FinanceUpdate #RetailInvesting #IndianStockMarket #InvestSmart #Financials #MarketLeaders #UpcomingIPO ๐งต"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948419071323861218) 2025-07-24 16:24:41 UTC XXX followers, XXX engagements "WESTLIFE FOODWORLD Q1 CONS NET PROFIT 12M RUPEES VS 50M EST EBITDA 853M RUPEES VS 786M (YOY) EBITDA MARGIN XX% VS XXXX% (YOY) EBITDA HIGHER"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947963871760933131) 2025-07-23 10:15:53 UTC XXX followers, XX engagements "ThailandCambodia Conflict ๐ Root Cause: Preah Vihear Temple ๐The Preah Vihear Temple is a 9th-century Khmer temple located atop a cliff on the CambodiaThailand border. ๐In 1962 the International Court of Justice (ICJ) ruled that the temple belongs to Cambodia but Thailand disputed the surrounding land (4.6 sq km). ๐Tensions escalated after UNESCO listed it as a Cambodian World Heritage Site in 2008"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948689716733165663) 2025-07-25 10:20:08 UTC XXX followers, XX engagements "BANDHAN BANK: Q1 SL NET PROFIT 3.7B RUPEES VS 10.63B (YOY); EST 3.4B Q1 REVENUE 54.7B RUPEES VS 55.36B (YOY) Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ) Q1 PROVISIONS 11.46B RUPEES VS 12.6B (QOQ) Worst๐ฉ๐ฉ๐ฉ"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1946181056043909374) 2025-07-18 12:11:36 UTC XXX followers, XXX engagements "๐ CHENNAI PETROLEUM Q1 RESULTS ๐ธ Net Loss: XX Cr vs Profit of XXX Cr (QoQ) โ ๐ Revenue: 14812 Cr ๐ป XX% QoQ โ EBITDA: XX Cr ๐ป XX% QoQ ๐ EBITDA Margin: XXXX% vs XXXX% (QoQ) โก Sharp decline across all metricspressure from weak refining margins #Q1Results #ChennaiPetroleum #EarningsUpdate #OilAndGas #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949173938619298064) 2025-07-26 18:24:15 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 "GeoFinance IndiaMaldives Strategic Boost India signs 4850 Cr Line of Credit ๐ค Launches FTA talks Hands over 3300 homes XX vehicles Inaugurates roads drainage infra projects ๐ Why it matters Maldives sits on key Indian Ocean trade routes. Stronger ties = maritime & trade edge for India ๐ข๐ Will infra diplomacy power Indias next export boom ๐ค #GeoFinance #IndiaGlobal #FTA #Maldives #IndianEconomy #MakeInIndia #InfraPush #TradeRoute"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948731473617391731) 2025-07-25 13:06:03 UTC XXX followers, XX engagements "๐ Bank of Baroda Q1 FY25 Results Highlights โ Net Profit: 45.4B vs 44.58B (YoY) ๐ฐ Interest Earned: 311B vs 296.29B (YoY) ๐ ๐ GNPA: XXXX% vs XXXX% (QoQ) ๐ NNPA: XXXX% vs XXXX% (QoQ) ๐ฆ Provisions: 17.3B vs 15.5B (QoQ) ๐ก Strong profit growth YoY but slight uptick in NPAs & provisions sequentially. #BankofBaroda #Q1Results #Banking #Earnings #IndianBanks #NPA #BoB"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948709973154037773) 2025-07-25 11:40:37 UTC XXX followers, XXX 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 "SIGACHI INDUSTRIES Q1 FY25 Results ๐ป Net Loss: 1.01B vs Profit 131.6M (YoY) ๐ธ Due to exceptional item of 1.2B ๐ Revenue: 1.28B vs 957.1M (YoY) ๐ผ โ EBITDA: 241M vs 210.3M (YoY) ๐ EBITDA Margin: XXXXX% vs XXXXX% (YoY) ๐ผ PBT (Pre-Exceptional): 200M vs 164M (YoY) โ โก Operationally strong but bottom line impacted by one-time cost. #Sigachi #Earnings #Q1Results #StocksToWatch #MicrocrystallineCellulose #IndianMarkets"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948698563216597024) 2025-07-25 10:55:17 UTC XXX followers, XX 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 "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 "Establishment NSDL is the older depository established in 1996. CDSL came later in 1999 as a second depository. Market Focus NSDL is more popular among institutional investors and large FIIs/FPIs. CDSL has gained significant traction among retail investors making it the market leader in total demat accounts"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948419589425025279) 2025-07-24 16:26:44 UTC XXX followers, XXX engagements "๐ซ Government Bans Multiple OTT Platforms Over Soft Porn Content The Ministry of Information & Broadcasting (MIB) has issued a directive to Internet Service Providers across India to block access to XX OTT apps and websites including ULLU ALTT Desiflix Big Shots App among others. The move was taken following findings that these platforms were distributing content deemed sexually explicit and violative of Indian legal and cultural standards. The action also involves disabling associated social media handles"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948654073068355852) 2025-07-25 07:58:29 UTC XXX followers, XX engagements "๐ Jayant Infratech bags XX Cr order from DCC Infra Projects for railway electrification EPC work. CMP: XXXXX Market Cap: XX Cr A significant milestone given the contract size matches its market cap. #Infra #RailwayEPC #JayantInfratech"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949094002898465006) 2025-07-26 13:06:37 UTC XXX followers, XX engagements "KFin Tech Q1 FY25 ๐ป (QoQ): ๐ฐ Net Profit: 773M vs 851M ๐ Revenue: 2.7B vs 2.82B โ EBIT: 963M vs 1.06B ๐ EBIT Margin: XXXXX% vs XXXXX% Muted quarter with margin compression. #KFinTech #Earnings #Q1Results #StockMarket"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948376948817715552) 2025-07-24 13:37:18 UTC XXX followers, XXX engagements "Blue Jet Healthcare Q1: Absolute Blast ๐ฅ ๐ข Net Profit: 912M vs 378M (YoY) ๐ข EBITDA: 1.21B vs 442M (YoY) ๐ข EBITDA Margin: XXXXX% vs XXXXX% ๐ Massive YoY & QoQ Beat Margins flying. Profits soaring. Jet fuelled earningsliterally. โ๐ธ"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1947557070506438890) 2025-07-22 07:19:24 UTC XXX followers, XXX engagements "๐ข ๐ข SURAJ ESTATE DEVELOPERS: Q1 RESULTS ๐งฑ ๐ป Net Profit: 213M vs 301M (YoY) ๐ป Revenue: 1.3B vs 1.34B (YoY) ๐ป EBITDA: 496M vs 632M (YoY) ๐ป EBITDA Margin: XXXXX% vs XXXXX% (YoY) Margins taking a hit despite stable topline. ๐ Signs of slowdown or just base effect #Q1Results #RealEstate #SurajEstate #Earnings #StockMarket #Smallcaps"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948762890397261975) 2025-07-25 15:10:53 UTC XXX followers, XX engagements "Stocks got Promotion to Mid Cap to Large Cap Category โก Indian Hotels โก Solar Industries India โก Mazagon Dock Shipbuilders โก Max Healthcare Institute โก Shree Cements โก Mankind Pharma โก Apollo Hospitals โก Union Bank of India โก Lupin โก Jindal Steel & Power"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1942459788949856558) 2025-07-08 05:44:37 UTC XXX followers, XXX engagements "๐จ RELIANCE INFRA Q1 RESULTS ๐ Net Profit: 598M vs (2.33)B (YoY) ๐ Revenue: 59B vs 72B (YoY) ๐ Swings back to profit but revenue remains under pressure. Signs of turnaround Can this be the start of a revival story for Reliance Infra ๐ง #RelianceInfra #Q1Results #Earnings #InfraStocks #AnilAmbani #Turnaround #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948768790826942842) 2025-07-25 15:34:20 UTC XXX followers, XXX engagements "Latest Fund Manager Updates ๐งต Fund Manager Pulse: Whats New in Indian Asset Management X S. Naren (ICICI AMC) earned XXX Cr in FY25. Continues to anchor Indias largest largecap fund (68k Cr AUM). X Prashant Jain (3P) defends high multiples citing cost-of-capital tailwinds. Holds X% in Glenmark; trimming IT exposure. X Neelesh Surana has scaled Miraes equity AUM from 7k Cr to X lakh Cr+ via focused large/midcap strategies. X Shreyash Devalkar (Axis MF) delivers topquartile returns with low churn across Bluechip & Midcap mandates. X Kalpen Parekh (former DSP) built DSPs 1.5lakh Cr+"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949005546662584644) 2025-07-26 07:15:07 UTC XXX followers, XX 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 "CYBERTECH SYSTEMS Q1 FY26 Results (QoQ) ๐ฐ Net Profit: 81.7M vs 96M ๐ Revenue: 582M vs 615M ๐งฎ EBITDA: 49M vs 78.2M ๐ EBITDA Margin: XXXX% vs XXXXX% โก Sequential dip across key metrics suggests margin pressure and lower operating efficiency this quarter. #CyberTech #Q1Results #EarningsUpdate #ITStocks #ProfitDip #EBITDA #IndianIT #TechStocks #StockMarketIndia #QuarterlyEarnings #RevenueDecline #MarginPressure"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948412578235109397) 2025-07-24 15:58:53 UTC XXX followers, XX 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 "๐จ Tensions Escalate: Thailand vs Cambodia ASEAN UN & regional powers are unable to calm rising conflict. Whats clear: China is deepening its influence with strong grips on Myanmar & Cambodia Thailand may be next. This could mark another strategic front in Chinas Southeast Asia push. ๐ #Geopolitics #ThailandCambodia #China #ASEAN #SouthEastAsia #IndoPacific"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948781112752287885) 2025-07-25 16:23:18 UTC XXX followers, XXX engagements "๐ MAHINDRA LIFESPACE sets bold targets ๐ Eyes 10000 Cr sales by FY27 ๐ Focus on luxury housing launches ๐ Tech-led execution & industrial cluster scale-up ๐ 3x growth over FY24 base Ambitious roadmap aggressive execution #MahindraLifespaces #RealEstate #LuxuryHousing #FY27Targets #StocksToWatch"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948772577138123005) 2025-07-25 15:49:23 UTC XXX followers, XX engagements "WIPRO secures a multi-year Smart Grid deal from Saudi Electricity Company โก ๐น Focus: Smart Metering & Digital Transformation ๐น Strengthens Wipros presence in the Middle East energy tech space ๐น Strategic push into utility digitization & smart infrastructure ๐ Positive for long-term revenue visibility and margins in energy + digital ops"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1948348651945730088) 2025-07-24 11:44:51 UTC XXX followers, XX engagements "๐จ Ceigall India Update ๐จ Delhi Metro Rail Corporation terminates Ceigalls XXXXXX Cr Bhubaneswar Metro Rail project. Termination notice issued on July XX 2025. Ceigall plans to pursue damages/compensation. ๐ป Project value: XXXXXX Cr ๐ Status: Terminated ๐ Notice Date: July XX 2025 ๐ผ MCap: 4629.49 Cr ๐ CMP: XXXXXX Will this lead to a prolonged legal battle or early settlement #Ceigall #MetroRail #DMRC #Infrastructure #Capex #IndianStocks #StockMarketIndia"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949001541567893868) 2025-07-26 06:59:12 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 "๐ Gold prices in India have soared to near-record highs in July 2025 MCX August futures hit 100555 per 10g ๐จ This sharp surge reflects: ๐ Global market dynamics ๐ฑ Currency fluctuations ๐ Rising demand from India & China #Gold #MCX #Commodities #IndiaMarkets #GoldPrice #Investing"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949175556399911205) 2025-07-26 18:30:41 UTC XXX followers, XX 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 "US Economy Holding Up: Amid President Trumps second term the US economy is showing resilience: Q2 GDP forecast XXX% inflation XXX% unemployment 4.1%. Analysts still warn that tariffs deportations and budget cuts may create longerterm fragilities"  [@sourabhwadhwa22](/creator/x/sourabhwadhwa22) on [X](/post/tweet/1949174947747946610) 2025-07-26 18:28:16 UTC XXX followers, XX engagements
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@sourabhwadhwa22
"RITES has been awarded a Letter of Intent by BEL worth approximately XXXXXX crore to handle: Design Project Management Consultancy (PMC) Construction of a mass manufacturing facility for Electronics and Components SBU at BELs plant in Palasamudram Andhra Pradesh The contract is being executed on a costplus basis and is planned for completion within XX months" @sourabhwadhwa22 on X 2025-07-26 12:37:28 UTC XXX followers, XX engagements
"As tensions rise in the South China Sea & ASEAN fractures deepen India is quietly stepping up ties with Vietnam & Philippines. This isnt just diplomacy its a hedge for supply chains defence exports & investment flows. ๐ Watch Indian defence & infra stocks. #GeoPolitics #IndiaChina #ASEAN #DefenceStocks #EmergingMarkets #SupplyChain" @sourabhwadhwa22 on X 2025-07-26 07:25:09 UTC XXX followers, XX engagements
"๐ฅ DHANI SERVICES Q1 FY25 ๐ฅ โ
Net Profit: 65.6M vs Loss 826M (YoY) ๐ Revenue: 859M vs 1.07B (YoY) ๐ Massive turnaround despite revenue dip profit after heavy losses last year Efficiency play #Dhani #Earnings #Q1Results #IndianMarkets #Turnaround #StocksToWatch" @sourabhwadhwa22 on X 2025-07-25 12:01:35 UTC XXX followers, XXX engagements
"@AI_Feb21 Asset Management Sounds like the Asset Management (Mutual Fund) industry ๐ Steady SIPs rising retail participation and strong AUM growth true compounding at work Am I close ๐" @sourabhwadhwa22 on X 2025-07-26 19:01:28 UTC XXX followers, XX engagements
"๐จ Top Companies Setting Bold Targets After Q1FY26 Results ๐งต X Mahindra Lifespace 10000 Cr sales target by FY27 Focus: Luxury housing industrial clusters Plans 3x growth from FY24 base Leveraging tech + execution excellence X Trident 10000 Cr revenue ambition Strategy: Premium textiles AI ESG and exports Going digital-first in retail & global branding X HAL Mega Tejas Mk1A deal (97 jets) to close by end-2025 Total fleet to hit XXX fighters by 2031 Production ramp-up to XX jets/year Strengthens Indias aerospace power ๐งต" @sourabhwadhwa22 on X 2025-07-25 15:57:12 UTC XXX followers, XXX engagements
"Top X Fund Managers in India (2025) X. Sankaran Naren Position: CIO & ED ICICI Prudential AMC AUM: XXXX lakh crore (equity) Notable Funds: ICICI Prudential Bluechip Fund Value Discovery Style: Contrarian investor long-term value focus Key Highlight: Pioneered hybrid models built one of Indias largest asset houses X. Prashant Jain (formerly HDFC AMC) Position: Former CIO now with XXX ONE Wealth Funds Managed: HDFC Equity Fund Top XXX Fund Returns: 18%+ CAGR over past decade Style: Value investing mindset consistently beat benchmark returns X. Neelesh Surana Position: CIO (Equity) Mirae Asset" @sourabhwadhwa22 on X 2025-07-25 18:08:15 UTC XXX followers, XX engagements
"Everyone's been ignoring defense stocks like they're my ex's texts. But just like those texts a rally is definitely coming. Get ready for some unexpected gains ๐ #DefenseStocks #SleeperHit ๐๐๐๐HAL vs BEL๐๐๐๐๐ ๐HAL is more focused on large platforms like aircrafts and helicopters. ๐BEL specializes in electronic warfare radars and communication systems. ๐Both are cash-rich PSU giants with strong order books and defence tailwinds. ๐BEL has slightly higher dividend yield HAL has higher profitability and growth potential due to large capex plans and export focus. Threads ๐งต" @sourabhwadhwa22 on X 2025-07-24 17:12:03 UTC XXX followers, XX engagements
"๐ SBI Cards Q1 FY25 Highlights ๐ธ Net Profit: 5.6B vs 5.94B (YoY) ๐ป ๐ Revenue: 48.8B vs 43.6B (YoY) ๐ผ ๐งพ GNPA: XXXX% vs XXXX% (QoQ) ๐งพ NNPA: XXXX% vs XXXX% (QoQ) ๐ง Margins slightly squeezed but asset quality stable and revenue growth solid. Profit down YoY high base impact #SBICards #Q1Results #EarningsUpdate #CreditGrowth #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-25 12:03:09 UTC XXX followers, XX 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
"This disconnect between US markets (like Nasdaq Dow Jones) and Indian IT stocks can feel confusing IT Sector Performance Today 1.๐ฅ Coforge Ltd ๐ป XXXX% 2.๐ฅ Persistent System ๐ป XXXX% 3.๐ฅ Mphasis Ltd ๐ป XXXX% 4.๐ฅ Tech Mahindra Ltd ๐ป XXXX% 5.๐ฅ LTIMindtree Ltd ๐ป XXXX% 6.๐ฅ Infosys Ltd ๐ป XXXX% 7.๐ฅ HCL Technologies ๐ป XXXX% 8.๐ฅTCS ๐ป XXXX% 9.๐ฅ Wipro Ltd ๐ป XXXX% 10.๐ฉ Oracle Financial ๐ผ 0.86%" @sourabhwadhwa22 on X 2025-07-24 14:12:54 UTC XXX followers, XXX engagements
"๐จ RELIANCE INFRA Q1 RESULTS ๐ Net Profit: 598M vs (2.33)B (YoY) ๐ Revenue: 59B vs 72B (YoY) ๐ EBITDA: 2.2B vs 12.1B (YoY) ๐ EBITDA Margin: XXXX% vs XXXXX% ๐ Regulatory Income: 7.2B vs Exp 5.35B ๐ Loss Before Reg. & Exceptionals: (4.34)B vs Profit 4.6B Despite net profit core numbers remain weak. Is the turnaround sustainable or just optical ๐ #RelianceInfra #Q1Results #InfraStocks #Earnings #StockMarketIndia #AnilAmbani #TurnaroundStory" @sourabhwadhwa22 on X 2025-07-25 15:37:42 UTC XXX followers, XXX engagements
"๐จ ED raids Anil Ambani Group companies over suspected 3000 Cr Yes Bank loan fraud. Over XX premises XX companies and XX individuals searched in Mumbai & Delhi. ๐ Evidence seized: documents hard drives digital devices. โ ED alleges loan diversion via shell firms bribery evergreening. ๐ข Reliance Power & Infra clarify operations unaffected; assert no link with legacy entities. ๐ Stocks down XX% amid heightened scrutiny. #AnilAmbani #EDRaids #YesBankFraud #RAAGA #MoneyLaundering" @sourabhwadhwa22 on X 2025-07-26 13:27:43 UTC XXX followers, XX engagements
"HFCL consolidated Q1 FY26 results for the quarter ending June XX 2025: ๐ Q1 FY26 Consolidated Performance Net Loss: XXXXX crore (322 million) compared to a profit of XXX crore in Q1 FY25 Profit Comparison: This marks a sharp year-on-year downturn from a prior profit confirming a poor YoY showing; on a sequential (QoQ) basis profit has also fallen significantly ๐ Context & Commentary The consolidated net loss of XXXXX crore starkly contrasts with the profit of XXX crore the year before (Q1 FY25) reflecting weak performance on both YoY and QoQ fronts" @sourabhwadhwa22 on X 2025-07-25 07:50:00 UTC XXX followers, XXX engagements
"What do you think how will Nifty perform on Monday ๐๐ 1.โ
FTA deal done with UK X. No US tariffs yet 3.๐ข Brent below $XX 4.๐ฑ INR at XXXX 5.๐ Global cues stable" @sourabhwadhwa22 on X 2025-07-25 18:40:08 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
"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
"๐ FTAs The Game Changer India is actively signing Free Trade Agreements (FTAs): ๐ UAE CEPA: XX% of Indian textile exports now tariff-free ๐ Australia ECTA: Garments and fabrics get zero-duty access ๐ UK: Garments and fabrics get zero-duty access" @sourabhwadhwa22 on X 2025-07-25 13:31:41 UTC XXX followers, XX engagements
"Group A: India Pakistan Oman UAE Group B: Sri Lanka Bangladesh Afghanistan Hong Kong" @sourabhwadhwa22 on X 2025-07-26 14:42:09 UTC XXX followers, XX engagements
"Indias Forex Reserves (USD) Update July XX 2025 (Week Ended) ๐ Actual: $XXXXXX Billion ๐ Previous: $XXXXXX Billion ๐ป Change: -$1.18 Billion ๐ Minor dip due to possible dollar strength valuation changes or RBI intervention. #India #ForexReserves #USD #RBI #INR #Economy #MacroUpdate" @sourabhwadhwa22 on X 2025-07-25 11:41:21 UTC XXX followers, XX engagements
"๐ GMDC Q1 Results ๐ Net Profit at 1.6B vs 1.84B (YoY) ๐ Revenue at 7.3B vs 8.18B (YoY) โ Weakness driven by softer realization in lignite & lower volume. Company remains focused on new mineral opportunities. #GMDC #Q1Results #Earnings #Mining #NSE #StocksToWatch" @sourabhwadhwa22 on X 2025-07-25 15:46:18 UTC XXX followers, XXX engagements
"Asia cup Full Schedule ๐ Group Stage Fixtures X Sep Afghanistan Hong Kong XX Sep India UAE XX Sep Bangladesh Hong Kong XX Sep Pakistan Oman XX Sep Bangladesh Sri Lanka XX Sep India Pakistan XX Sep Sri Lanka Hong Kong XX Sep Bangladesh Afghanistan XX Sep Pakistan UAE XX Sep Sri Lanka Afghanistan XX Sep India Oman ๐ Super Four Stage (Teams and matchups TBD after group stage) XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X XX Sep Super Four Match X ๐ Final XX September 2025 Final between top two Super Four teams" @sourabhwadhwa22 on X 2025-07-26 14:44:10 UTC XXX followers, XX 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
"Most Active (High Volume) Stocks on XX July 2025 ๐ธ BSE Most Active by Volume (Based on trade volume ranked by active investor interest) ๐Vodafone Idea XXXX Cr shares traded ๐Indian Energy Exchange (IEX) XXXX Cr shares ๐Trident XXX Cr shares ๐Yes Bank XXX Cr shares ๐Suzlon Energy XXX Cr shares Other names like Easy Trip Planners and Alok Industries also saw elevated activity. ๐ธ NSE Volume Spurt Highlights (Significant surge vs average volume during intraday) ๐Trident Ltd 1235.37 lakh shares (17 2week average) price up XXXX% to XXXXX ๐Indian Energy Exchange (IEX) 2281.96 lakh shares" @sourabhwadhwa22 on X 2025-07-25 11:13:03 UTC XXX followers, XXX engagements
"SUNTECK REALTY Q1 CONS NET PROFIT 334M RUPEES VS 228M (YOY) REVENUE 1.9B RUPEES VS 3.2B (YOY) EBITDA 478M RUPEES VS 314M (YOY) EBITDA MARGIN XXXXX% VS XXXX% (YOY) Good๐๐โ
โ
" @sourabhwadhwa22 on X 2025-07-18 12:13:19 UTC XXX followers, XXX engagements
"Jayant Infratech Ltd gets XX Cr EPC order from DCC Infra Projects for railway track doublingproject to be delivered by July 2027. ๐ง ๐ผ MCap: XXXX Cr ๐ฐ CMP: 75.880.3 (as of late July 2025) Highlights: P/E: 9.29.9 P/BV: 1.61.7 ROE: 1619% ROCE: XX% No dividend payout to date A strong orderbook boost for its railway EPC segment ๐ #JayantInfratech #RailwayInfrastructure #EPC #RailDoubling #InfraStocks" @sourabhwadhwa22 on X 2025-07-26 11:58:53 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
"FILATEX INDIA: Q1 SL NET PROFIT 407M RUPEES VS 323M (YOY) Q1 REVENUE 10.49B RUPEES VS 10.5B (YOY) Q1 EBITDA 679M RUPEES VS 631M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:04:01 UTC XXX followers, XX engagements
"๐ข IPO Alert: X IPOs Closing on 31st July & 1st August ๐ Closing on 31st July Mainboard: X Laxmi India Finance X Aditya Infotech SME: ๐น Kaytex Fabrics ๐ Closing on 1st August Mainboard: X Sri Lotus Developers & Realty X NSDL X M&B Engineering SME: ๐น B.D. Industries (Pune) ๐น Takyon Networks ๐น Mehul Colours ๐ฏ Pick your bets before deadline #IPO #MainboardIPO #SMEIPO #NSDLIPO #StockMarketIndia #IPOAlert #PrimaryMarket" @sourabhwadhwa22 on X 2025-07-26 10:16:22 UTC XXX followers, XX engagements
"๐ SAKAR HEALTHCARE Q1 RESULTS ๐ฐ Net Profit: XXXX Cr XX% YoY QoQ data not provided ๐ Revenue: XXXX Cr XX% YoY QoQ data not provided โ EBITDA: XXXX Cr XX% YoY QoQ data not provided ๐ EBITDA Margin: XXXXX% vs XXXXX% YoY QoQ data not provided" @sourabhwadhwa22 on X 2025-07-25 08:41:01 UTC XXX followers, XX engagements
"BIKAJI FOODS: Q1 SL NET PROFIT 631.6M RUPEES VS 596M (YOY) Q1 REVENUE 6.23B RUPEES VS 5.64B (YOY) Q1 EBITDA 985M RUPEES VS 928M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:04:50 UTC XXX followers, XX 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
"๐จ BIG IndiaMaldives Strategic Boost ๐ค India signs X MoUs & X major agreements with Maldives: โ
4850 Cr Line of Credit extended โ
Debt relief on Indian-funded loans โ
FTA talks officially launched โ
3300 homes handed over in Hulhumale โ
Roads drainage & X infra projects inaugurated โ
XX vehicles & equipment handed over Indias soft diplomacy + infrastructure push in action ๐ช๐ ๐ค Is India reclaiming regional influence with economic muscle #IndiaMaldives #Geopolitics #IndianDiplomacy #NeighbourhoodFirst #InfraPush #StrategicRelations #SoftPower #FTA #Modi" @sourabhwadhwa22 on X 2025-07-25 12:51:03 UTC XXX followers, XX engagements
"Broker Ratings & Calls ๐Bajaj Finance: Motilal Oswal maintains Neutral citing MSME asset stress; Canara Bank upgraded by Antique on strong other income outlook . ๐Tata Motors: BNP Paribas gives an Outperform with a target of XXX . ๐Sanathan Textiles: Axis Securities assigns Buy with XXX target . ๐Voltas: HDFC Securities recommends Buy at 1420 target . ๐RBL Bank: ICICI Direct tags it a Buy with XXX target . ๐IEX (Indian Energy Exchange): Strong earnings driven rebound; XX% PAT growth lifts sentiment . ๐SBI Life Insurance: Shares up X% after XX% PAT rise; Motilal Oswal maintains Buy with" @sourabhwadhwa22 on X 2025-07-25 06:42:48 UTC XXX followers, XXX engagements
"@academy_share ๐ Thejo breaking out with conviction Volume + Price = Strong confirmation ๐ Could this be the start of a fresh rally ๐ฅ" @sourabhwadhwa22 on X 2025-07-26 07:03:34 UTC XXX followers, XXX 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
"๐ Thread: GeoFinance Moves India Cant Ignore ๐งต 1) Historic #IndiaUK FTA signed on July XX Product-level breakouts on autos pharma & whisky. #TradeDeal 2) Modi in Maldives: $565M LoC FTAs launched defence aid enhanced Indias influence in Indian Ocean. #StrategicPivot 3) RBI expanding rupeesettlement pacts with UAE Maldives reducing FX risks & growing currency diplomacy. 4) Quads Critical Minerals initiative points to Indias future in batteries EVs & semiconductors. #SupplyChain 5) IMF sees XXX% GDP growth aheadrisks include trade war spillover energy shocks weak consumption. INR brace" @sourabhwadhwa22 on X 2025-07-26 07:26:58 UTC XXX followers, XX engagements
"Defence Stock Sentiment Tracker July 2025 X BEL โ
1640 Cr radar order (July) ๐ Stock down XX% from ATH ๐ฅ Sentiment: Strong but cooling X BDL โ
XXX Cr ATGM order from AVNL (July) ๐ Stock down XX% from ATH โก Sentiment: Heating up X HAL โ Order book solid but stock rangebound ๐ Down XX% from ATH ๐ Sentiment: Sideways waiting trigger X Mazagon Dock ๐ข Big buzz post Q4 results ๐ Still XX% off ATH ๐ฅ Sentiment: Bullish breakout watchers X Cochin Shipyard ๐ง Order flow strong stock corrected ๐ Down XX% from peak ๐งจ Sentiment: Oversold or fair valued โWhich defence stock looks best for next 6" @sourabhwadhwa22 on X 2025-07-25 13:09:27 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
"Chennai Petroleum Corporation Q1 FY26 Key Highlights (QoQ comparison): EBITDA has plunged from XXXX billion (Q4 FY25) to just XXX million in Q1 FY26 a sharp fall of nearly 87%. EBITDA Margin has also collapsed from XXXX% to 0.53%. ๐ Interpretation: This is a very weak operational performance on a quarter-on-quarter basis. Margins have virtually eroded indicating significant pressure on refining spreads or possibly higher input costs. This kind of sharp drop typically triggers negative market reaction unless explained by one-off events or inventory adjustments" @sourabhwadhwa22 on X 2025-07-25 08:24:00 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
"JOHNSON CONTROLS: Q1 SL NET PROFIT RUPEES VS 361M (YOY) Q1 REVENUE 8.53B RUPEES VS 9.96B (YOY) JOHNSON CONTROLS: Q1 EBITDA 364M RUPEES VS 566M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-24 13:04:01 UTC XXX followers, XX 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
"Slide 3: Ownership ๐ผ Ownership Structure NSDL: ๐ Promoted by NSE SBI HDFC Bank Canara Bank ๐ Recently IPO listed CDSL: ๐ Promoted by BSE ๐ Publicly listed since 2017" @sourabhwadhwa22 on X 2025-07-25 16:14:03 UTC XXX followers, XXX engagements
"HAL Latest Highlights XX July 2025 ๐ง Strategic Partnerships & Orders ๐HAL secured a XXX crore deal to acquire ISROs SSLV (Small Satellite Launch Vehicle) technology. HAL will build operate and commercialize SSLV rockets independently with ISRO support for initial missions. ๐Orders for key platforms are set to rise: annual production of XX SSLVs planned with $6.5M revenue per launch projection. ๐งต" @sourabhwadhwa22 on X 2025-07-25 11:00:47 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
"Bulk Deal Updates on 9th July (3/3): ๐BSE Limited: Graviton Research Capital LLP was involved in both buying and selling a large number of shares. ๐Capital Trust Ltd: Several individuals bought shares while Sumitra sold shares. ๐Net Avenue Technologies L: Inventus Capital Partners (Mauritius) Limited sold shares while N J Shares & Securities Pvt. Ltd. was involved in both buying and selling. ๐Durlax Top Surface Ltd: Bhaveshkumar Shantilal Jain sold 158000 shares. ๐Eppeltone Engineers Ltd: Kenil Jaysukhbhai Thathagar sold 67000 shares" @sourabhwadhwa22 on X 2025-07-09 13:06:34 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
"@darshitpatel84 This loan is about maintaining regional influence & countering China. Sometimes helping others secures our own position. ๐ #IndiaFirst #Geopolitics #Maldives #StrategicDiplomacy" @sourabhwadhwa22 on X 2025-07-26 07:05:15 UTC XXX followers, XXX 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
"Stocks That Fell Despite Strong Earnings 1.Bajaj Finance Reported XX% YoY profit growth in Q1 FY26. Yet shares fell X% on investor concerns around rising credit costs and asset quality in the MSME segment . 2.REC Limited (Rural Electrification Corporation) Delivered a XX% YoY jump in net profit but the stock dropped X% in post-results tradingsuggesting elevated expectations or muted sentiment . 3.Infosys (IT Sector) A strong quarter with profit and revenue growth failed to lift the stock. Infosys shares slipped XXX% wiping out 8600+ crore in market value amid concerns about earnings quality ." @sourabhwadhwa22 on X 2025-07-25 08:54:34 UTC XXX followers, XX engagements
"๐จ HALRolls Royce JV to Expand in India ๐ท XX million investment planned to expand operations in Hosur Tamil Nadu โ Focus: Defence engine manufacturing & MRO (Maintenance Repair & Overhaul) ๐ค Strengthens Make in India & indigenous aero engine capability ๐ Boost to exports skilled jobs & tech transfer from UK ๐ Strategic move amid rising Tejas jet orders & Indias focus on self-reliance in defence tech #HAL #RollsRoyce #MakeInIndia #DefenceManufacturing #Tejas #Hosur #AtmanirbharBharat #AeroEngines #JV #DefenceNews" @sourabhwadhwa22 on X 2025-07-26 07:46:20 UTC XXX followers, XX engagements
"๐ NSDL vs CDSL Indias Depository Giants Slide 1: Headline NSDL vs CDSL Indias two stock depositories whos ahead ๐ธ Regulated by SEBI ๐ธ Hold demat accounts ensure trade settlements ๐ธ Backbone of Indias stock market infra ๐งต" @sourabhwadhwa22 on X 2025-07-25 16:13:42 UTC XXX followers, XXX engagements
"KHAITAN CHEMICALS & FERTILIZERS: Q1 SL NET PROFIT 214M RUPEES VS LOSS 167M (YOY) Q1 REVENUE 2.34B RUPEES VS 1.3B (YOY) Q1 EBITDA 317M RUPEES VS LOSS 69M (YOY) Q1 EBITDA MARGIN XXXXX% VS -XXXX% (YOY)" @sourabhwadhwa22 on X 2025-07-23 16:04:30 UTC XXX followers, XX 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
"Free Trade Agreement (FTA) between India and the United Kingdom is opening up UK markets for Made in India products. It highlights state-wise exports that are set to benefit under this FTA categorized by sectors like textiles agriculture sports goods IT services and more. ๐บ State-wise Highlights: North India: Jammu & Kashmir: Pashmina shawls Basmati rice Kashmiri saffron Kashmir willow bats Punjab: Jalandhar sports goods Basmati rice Delhi Himachal Pradesh Uttarakhand: Basmati rice Rajasthan: Jaipur gemstone jewellery Uttar Pradesh: Meerut sports goods Khurja pottery Agra & Kanpur leather" @sourabhwadhwa22 on X 2025-07-24 15:51:18 UTC XXX followers, XX engagements
"ThailandCambodia conflict Conflict Overview July 2025 ๐ Trigger & Escalation ๐On XX July clashes erupted near the Preah Vihear / Prasat Ta Muen Thom temple border zone. Cambodian soldiers reportedly approached Thai positions and both sides fired heavy weapons including artillery and BM-21 rocket systems. Thailand responded with airstrikes using F16 jets. ๐The confrontation sparked the deadliest border fighting in over a decade unfolding across at least XX flashpoints including hospital and petrol station bombardments" @sourabhwadhwa22 on X 2025-07-25 10:24:09 UTC XXX followers, XXX engagements
"๐ ORIENT CEMENT: Q1 FY25 Results โ
Net Profit: XXX Cr ๐ข vs XXXX Cr (YoY) โ
Revenue: XXX Cr ๐ข vs XXX Cr (YoY) โ
EBITDA: XXX Cr ๐ข vs XX Cr (YoY) โ
EBITDA Margin: XXXXX% ๐ข vs XXXXX% (YoY) ๐ข All key metrics up sharply margin boost is impressive Will this momentum continue in coming quarters ๐ค #Q1Results #Earnings #OrientCement #CementStocks #StockMarketIndia #Infra #SmallcapStocks #EarningsSeason" @sourabhwadhwa22 on X 2025-07-25 14:24:35 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 11:21:07 UTC XXX followers, XXX engagements
"Syngene* exports were weak at US $ XXX mn down XX% MoM (1QFY26 at US $ XX mn down X% QoQ). Key contributors were Bedinvetmab to Zoetis for US $ XXX mn (67% of total exports) fine organic compounds to Merck for US $ XXXX mn other clients being GSK Abbvie Amgen Baxter Boehringer BMS Eli Lilly Novartis Wuxi etc. Hikal exports were mixed at US $ XXXX mn up XX% MoM but down XX% YoY (1QFY26 at US $ XX mn down XX% QoQ & down X% YoY). Key products were Lubabegron to Elanco Clinton Labs at US $ XXX mn Etiracetam at US $ XXX mn to UCB Isofetamid technical at US $ XXX mn Probenazole to Highchem Japan" @sourabhwadhwa22 on X 2025-07-14 12:24:14 UTC XXX followers, XXX 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
"Force Motors became a 3-bagger in X months not because of earningsbut due to a mix of: ๐ Auto sector re-rating ๐ EV & Defence buzz ๐ Low float + value unlocking bets ๐ Improved guidance & sentiment shift Sometimes markets price future potential not present profits. #ForceMotors #Multibagger #AutoStocks #Momentum #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-26 07:07:52 UTC XXX followers, 4408 engagements
"Infosys ๐As of July 2023 Infosys reported around XX active generative AI projects and had trained approximately 40000 employees in this domain . ๐There isnt publicly available data indicating how many total (across all services and geographies) projects were active in FY25. ๐ HCLTech ๐While sources mention over XX GenAI projects at various stages (PoC to implementation) no overall total project count has been published . ๐HCLTechs annual reports (FY 202324) list project-specific details but do not disclose a consolidated count of projects" @sourabhwadhwa22 on X 2025-07-25 09:58:07 UTC XXX followers, XX engagements
"๐จ NTPC Green Energy signs MoU with Bihar Govt For battery storage โก + renewable energy projects ๐ to boost decarbonization in Bihar. ๐ฑ ๐ Focus: Solar Green Hydrogen BESS ๐ CMP: XXXXXX ๐ผ MCap: 89192 Cr A fresh green push in Indias energy transition #NTPC #RenewableEnergy #Bihar #EnergyStorage #GreenHydrogen #Infra" @sourabhwadhwa22 on X 2025-07-26 11:53:00 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
"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
"Ashok Leyland: Shares saw a significant XX% drop at market opening. However this was a technical adjustment due to the company's 1:1 bonus share issue taking effect. Investors have not lost value as the share count effectively doubled adjusting the price per share. The stock began trading ex-bonus on July XX and the bonus shares are expected to be available for trading on July XX 2025" @sourabhwadhwa22 on X 2025-07-16 13:36:30 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 HCLTech vs Infosys Clash of Titans Whos leading Indias IT revolution ๐ฐ๐ From revenue & tech edge to global reach we break it down ๐ #Infosys #HCLTech #ITstocks #TechWars #StockMarket ๐งต" @sourabhwadhwa22 on X 2025-07-25 09:57:12 UTC XXX followers, XXX engagements
"๐จ BREAKING: Pakistan & Bangladesh sign agreement for visa-free travel for holders of diplomatic & official passports. A move toward closer regional cooperation but how meaningful is it beyond protocol ๐ค๐ #GeoPolitics #SouthAsia #Pakistan #Bangladesh #Diplomacy" @sourabhwadhwa22 on X 2025-07-25 14:42:34 UTC XXX followers, XX engagements
"@IndianGems_ Why we never heard any bridge Collapse in South India Why they are not sharing technology" @sourabhwadhwa22 on X 2025-07-19 06:34:54 UTC XXX followers, XXX 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
"#ASHOK_LEYLAND EX-DATE & RECORD DATE #Tomorrow Bonus Issue = 1:1 #TCS EX-DIVIDEND #Tomorrow Rs XX #StockUpdate" @sourabhwadhwa22 on X 2025-07-15 12:47:25 UTC XXX followers, XXX engagements
"๐ Most Bought Mutual Funds July 2025 โ
Equity inflows: 37113 Cr ๐ฅ Sectoral/Thematic Funds led with 18386 Cr ๐ Multi-Cap: 7085 Cr ๐น Small-Cap: 2109 Cr ๐น Mid-Cap: 1644 Cr ๐ Top Schemes in Focus: Quant Small Cap Parag Parikh Flexi Cap HDFC Mid-Cap Motilal Oswal Large & Midcap #MutualFunds #SIP #Investing #PersonalFinance #IndiaInvests #AMFI" @sourabhwadhwa22 on X 2025-07-26 18:33:21 UTC XXX followers, XX engagements
"Tata Power Invests in XXX MW Hydropower Project in Bhutan Project: Khorlochhu (formerly Kholongchhu) Hydropower Project XXX MW run-of-river Partnership: Tata Power holds XX% equity while Druk Green Power Corporation (DGPC) holds XX% forming Khorlochhu Hydro Power Ltd. Investment: Estimated cost of around 6900 crore (NU XX billion) including financing charges. Timeline: Construction began soon after definitive agreement in mid2024; commissioning is targeted in September 2029. Energy Offtake: Export surplus summer power to India via Power Purchase Agreements (PPAs) with Tata Power Trading" @sourabhwadhwa22 on X 2025-07-25 08:45:03 UTC XXX followers, XX 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
"Jagsonpal Pharma Reports Strong Q1 Growth ๐ Revenue Up XXXX% PAT More Than Doubles MCap 1757.63 Cr - XXXX% YoY revenue growth to XXX Mn in Q1FY26 - Operating EBITDA up XXXX% YoY to XXX Mn (20.8% margin) - Net profit (PAT) more than doubled to XXX Mn (14.3% margin +560 bps) - Gross margins improved by XX bps to XXXX% - Cash position strengthened to 1609 Mn (+153 Mn in Q1) - Ranked X in Gynae CVM segment - 20+ brands in Top X of their categories (Gynaecology Orthopaedics Dermatology Child-care) - Asset-light model with 1000+ sales professionals - Targeting 23%+ revenue growth for FY26" @sourabhwadhwa22 on X 2025-07-26 10:36:37 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
"Orient Electrics Q1 FY26 results with a brief interpretation: ๐ Q1 FY26 (YoY Comparison) Standalone Net Profit: XXX million vs XXX million ๐ผ Up XX% YoY EBITDA: XXX million vs XXX million ๐ผ Up XX% YoY EBITDA Margin: XXXX% vs XXXX% ๐ผ Improved by XX bps โ
Interpretation Strong YoY improvement across all key metrics profit operating income and margins. Indicates better cost control and possibly stronger product mix or demand uptick. If QOQ trend is also positive this would reflect a turnaround or momentum build-up" @sourabhwadhwa22 on X 2025-07-25 08:30:28 UTC XXX followers, XX engagements
"Aptech Ltd inks MoU worth XXXX Cr with a Govt. institute under MIB ๐ Purpose: To provide computer-based testing services for one year to a public sector entity under the Ministry of Information & Broadcasting Contract Value: XXXX Crores (72 million) Date: Announced early July 2025 Market Watch: Shares rose XXX% signaling investor confidence ๐ก Stock Snapshot Market Cap: 792795 Cr (784795 Cr per multiple sources) CMP: XXXXXX (trading around 135149) P/E Ratio: 40; Dividend Yield: 3.3%" @sourabhwadhwa22 on X 2025-07-25 11:49:23 UTC XXX followers, XX engagements
"The Electronic Manufacturing Industry is forecasted to grow at a staggering XX% CAGR until FY26 reaching nearly X trillion (USD XX billion) Time to grab opportunities similar like Corona Time #ElectronicsStocks #EMSstocks #MakeInIndia #PLI #SemiconductorIndia #DixonTech #KaynesTech #PGElectroplast #SyrmaSGS #ElinElectronics #HavellsIndia #StockMarketIndia #GrowthStocks" @sourabhwadhwa22 on X 2025-07-25 12:31:27 UTC XXX followers, XX engagements
"BHAGYANAGAR INDIA Q1 FY25 Results (YoY) Net Profit: 76M vs 17M โ
EBITDA: 162M vs 68M โ
EBITDA Margin: XXXX% vs XXXX% โ
EBITDA Growth: +138.24% EBITDA Margin Growth: +82.03% ๐ Commentary: Strong operational performance with significant improvement in profitability and marginssuggests robust cost control or better pricing power" @sourabhwadhwa22 on X 2025-07-22 06:53:21 UTC XXX followers, XX 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
"๐งต Indias Textile Sector: The Loom of Opportunity ๐งถ ๐ Sector Growth Indias textile and apparel industry is witnessing a strong revival: ๐ The sector is projected to grow from $XXX billion to $XXX billion by 2030 ๐ Export target set at $100+ billion by 2030 ๐ Demand driven by technical textiles athleisure and organic fabrics ๐ Massive rise in e-commerce and D2C apparel brands ๐ Global shift from China (China+1 strategy) brings more orders to India" @sourabhwadhwa22 on X 2025-07-25 13:30:51 UTC XXX followers, XX engagements
"Slide 6: Investment View ๐ก Final Thought CDSL: Higher margins retail play established listing NSDL: Backed by big banks newer listing institutional dominance Which one would you pick ๐ค #StockMarket #Investing #NSDL #CDSL #FinanceTwitter" @sourabhwadhwa22 on X 2025-07-25 16:14:46 UTC XXX followers, XXX engagements
"๐ผ HEXAWARE TECHNOLOGIES Q1 CY25 RESULTS ๐ข Revenue: XXXX billion Up from 32.07B (QoQ) Up from 27.95B (YoY) +16.7% YoY ๐ข Net Profit: XXX billion Up from 3.27B (QoQ) Up from 3.24B (YoY) +17.2% YoY ๐ข EBITDA: XXXX billion Up from 5.14B (QoQ) Up from 4.28B (YoY) +24.3% YoY โ
Strong YoY growth across all key metrics โ
Improved margins and consistent deal momentum #Hexaware #Q1Results #YoYGrowth #TechStocks #EarningsUpdate #IndianIT #StockMarketIndia #EBITDA #NetProfit #RevenueGrowth" @sourabhwadhwa22 on X 2025-07-24 16:54:55 UTC XXX followers, XX engagements
"๐ Siyaram Recycling bags export order from Hong Kong ๐งฑ XXX tons of brass billets (brass scraphoney) order worth XXXXX Cr (USD 1.2M) from Greenland Trading. Execution in XX days. ๐ฆ ๐ Stock surged XXX% to XXX on news. #SiyaramRecycling #BrassBillets #ExportOrder #RecyclingIndustry" @sourabhwadhwa22 on X 2025-07-26 12:35:06 UTC XXX followers, XX 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, XXX engagements
"Comparison between CDSL and NSDL ๐ธ X. Promoter Background NSDL was promoted by NSE (National Stock Exchange). CDSL was promoted by BSE (Bombay Stock Exchange). ๐งต #NSDLvsCDSL #CDSL #NSDL #DepositoryBattle #StockMarketIndia #IPONews #FinanceUpdate #RetailInvesting #IndianStockMarket #InvestSmart #Financials #MarketLeaders #UpcomingIPO ๐งต" @sourabhwadhwa22 on X 2025-07-24 16:24:41 UTC XXX followers, XXX engagements
"WESTLIFE FOODWORLD Q1 CONS NET PROFIT 12M RUPEES VS 50M EST EBITDA 853M RUPEES VS 786M (YOY) EBITDA MARGIN XX% VS XXXX% (YOY) EBITDA HIGHER" @sourabhwadhwa22 on X 2025-07-23 10:15:53 UTC XXX followers, XX engagements
"ThailandCambodia Conflict ๐ Root Cause: Preah Vihear Temple ๐The Preah Vihear Temple is a 9th-century Khmer temple located atop a cliff on the CambodiaThailand border. ๐In 1962 the International Court of Justice (ICJ) ruled that the temple belongs to Cambodia but Thailand disputed the surrounding land (4.6 sq km). ๐Tensions escalated after UNESCO listed it as a Cambodian World Heritage Site in 2008" @sourabhwadhwa22 on X 2025-07-25 10:20:08 UTC XXX followers, XX engagements
"BANDHAN BANK: Q1 SL NET PROFIT 3.7B RUPEES VS 10.63B (YOY); EST 3.4B Q1 REVENUE 54.7B RUPEES VS 55.36B (YOY) Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ) Q1 PROVISIONS 11.46B RUPEES VS 12.6B (QOQ) Worst๐ฉ๐ฉ๐ฉ" @sourabhwadhwa22 on X 2025-07-18 12:11:36 UTC XXX followers, XXX engagements
"๐ CHENNAI PETROLEUM Q1 RESULTS ๐ธ Net Loss: XX Cr vs Profit of XXX Cr (QoQ) โ ๐ Revenue: 14812 Cr ๐ป XX% QoQ โ EBITDA: XX Cr ๐ป XX% QoQ ๐ EBITDA Margin: XXXX% vs XXXX% (QoQ) โก Sharp decline across all metricspressure from weak refining margins #Q1Results #ChennaiPetroleum #EarningsUpdate #OilAndGas #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-26 18:24:15 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
"GeoFinance IndiaMaldives Strategic Boost India signs 4850 Cr Line of Credit ๐ค Launches FTA talks Hands over 3300 homes XX vehicles Inaugurates roads drainage infra projects ๐ Why it matters Maldives sits on key Indian Ocean trade routes. Stronger ties = maritime & trade edge for India ๐ข๐ Will infra diplomacy power Indias next export boom ๐ค #GeoFinance #IndiaGlobal #FTA #Maldives #IndianEconomy #MakeInIndia #InfraPush #TradeRoute" @sourabhwadhwa22 on X 2025-07-25 13:06:03 UTC XXX followers, XX engagements
"๐ Bank of Baroda Q1 FY25 Results Highlights โ
Net Profit: 45.4B vs 44.58B (YoY) ๐ฐ Interest Earned: 311B vs 296.29B (YoY) ๐ ๐ GNPA: XXXX% vs XXXX% (QoQ) ๐ NNPA: XXXX% vs XXXX% (QoQ) ๐ฆ Provisions: 17.3B vs 15.5B (QoQ) ๐ก Strong profit growth YoY but slight uptick in NPAs & provisions sequentially. #BankofBaroda #Q1Results #Banking #Earnings #IndianBanks #NPA #BoB" @sourabhwadhwa22 on X 2025-07-25 11:40:37 UTC XXX followers, XXX 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
"SIGACHI INDUSTRIES Q1 FY25 Results ๐ป Net Loss: 1.01B vs Profit 131.6M (YoY) ๐ธ Due to exceptional item of 1.2B ๐ Revenue: 1.28B vs 957.1M (YoY) ๐ผ โ EBITDA: 241M vs 210.3M (YoY) ๐ EBITDA Margin: XXXXX% vs XXXXX% (YoY) ๐ผ PBT (Pre-Exceptional): 200M vs 164M (YoY) โ
โก Operationally strong but bottom line impacted by one-time cost. #Sigachi #Earnings #Q1Results #StocksToWatch #MicrocrystallineCellulose #IndianMarkets" @sourabhwadhwa22 on X 2025-07-25 10:55:17 UTC XXX followers, XX 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
"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
"Establishment NSDL is the older depository established in 1996. CDSL came later in 1999 as a second depository. Market Focus NSDL is more popular among institutional investors and large FIIs/FPIs. CDSL has gained significant traction among retail investors making it the market leader in total demat accounts" @sourabhwadhwa22 on X 2025-07-24 16:26:44 UTC XXX followers, XXX engagements
"๐ซ Government Bans Multiple OTT Platforms Over Soft Porn Content The Ministry of Information & Broadcasting (MIB) has issued a directive to Internet Service Providers across India to block access to XX OTT apps and websites including ULLU ALTT Desiflix Big Shots App among others. The move was taken following findings that these platforms were distributing content deemed sexually explicit and violative of Indian legal and cultural standards. The action also involves disabling associated social media handles" @sourabhwadhwa22 on X 2025-07-25 07:58:29 UTC XXX followers, XX engagements
"๐ Jayant Infratech bags XX Cr order from DCC Infra Projects for railway electrification EPC work. CMP: XXXXX Market Cap: XX Cr A significant milestone given the contract size matches its market cap. #Infra #RailwayEPC #JayantInfratech" @sourabhwadhwa22 on X 2025-07-26 13:06:37 UTC XXX followers, XX engagements
"KFin Tech Q1 FY25 ๐ป (QoQ): ๐ฐ Net Profit: 773M vs 851M ๐ Revenue: 2.7B vs 2.82B โ EBIT: 963M vs 1.06B ๐ EBIT Margin: XXXXX% vs XXXXX% Muted quarter with margin compression. #KFinTech #Earnings #Q1Results #StockMarket" @sourabhwadhwa22 on X 2025-07-24 13:37:18 UTC XXX followers, XXX engagements
"Blue Jet Healthcare Q1: Absolute Blast ๐ฅ ๐ข Net Profit: 912M vs 378M (YoY) ๐ข EBITDA: 1.21B vs 442M (YoY) ๐ข EBITDA Margin: XXXXX% vs XXXXX% ๐ Massive YoY & QoQ Beat Margins flying. Profits soaring. Jet fuelled earningsliterally. โ๐ธ" @sourabhwadhwa22 on X 2025-07-22 07:19:24 UTC XXX followers, XXX engagements
"๐ข ๐ข SURAJ ESTATE DEVELOPERS: Q1 RESULTS ๐งฑ ๐ป Net Profit: 213M vs 301M (YoY) ๐ป Revenue: 1.3B vs 1.34B (YoY) ๐ป EBITDA: 496M vs 632M (YoY) ๐ป EBITDA Margin: XXXXX% vs XXXXX% (YoY) Margins taking a hit despite stable topline. ๐ Signs of slowdown or just base effect #Q1Results #RealEstate #SurajEstate #Earnings #StockMarket #Smallcaps" @sourabhwadhwa22 on X 2025-07-25 15:10:53 UTC XXX followers, XX engagements
"Stocks got Promotion to Mid Cap to Large Cap Category โก Indian Hotels โก Solar Industries India โก Mazagon Dock Shipbuilders โก Max Healthcare Institute โก Shree Cements โก Mankind Pharma โก Apollo Hospitals โก Union Bank of India โก Lupin โก Jindal Steel & Power" @sourabhwadhwa22 on X 2025-07-08 05:44:37 UTC XXX followers, XXX engagements
"๐จ RELIANCE INFRA Q1 RESULTS ๐ Net Profit: 598M vs (2.33)B (YoY) ๐ Revenue: 59B vs 72B (YoY) ๐ Swings back to profit but revenue remains under pressure. Signs of turnaround Can this be the start of a revival story for Reliance Infra ๐ง #RelianceInfra #Q1Results #Earnings #InfraStocks #AnilAmbani #Turnaround #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-25 15:34:20 UTC XXX followers, XXX engagements
"Latest Fund Manager Updates ๐งต Fund Manager Pulse: Whats New in Indian Asset Management X S. Naren (ICICI AMC) earned XXX Cr in FY25. Continues to anchor Indias largest largecap fund (68k Cr AUM). X Prashant Jain (3P) defends high multiples citing cost-of-capital tailwinds. Holds X% in Glenmark; trimming IT exposure. X Neelesh Surana has scaled Miraes equity AUM from 7k Cr to X lakh Cr+ via focused large/midcap strategies. X Shreyash Devalkar (Axis MF) delivers topquartile returns with low churn across Bluechip & Midcap mandates. X Kalpen Parekh (former DSP) built DSPs 1.5lakh Cr+" @sourabhwadhwa22 on X 2025-07-26 07:15:07 UTC XXX followers, XX 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
"CYBERTECH SYSTEMS Q1 FY26 Results (QoQ) ๐ฐ Net Profit: 81.7M vs 96M ๐ Revenue: 582M vs 615M ๐งฎ EBITDA: 49M vs 78.2M ๐ EBITDA Margin: XXXX% vs XXXXX% โก Sequential dip across key metrics suggests margin pressure and lower operating efficiency this quarter. #CyberTech #Q1Results #EarningsUpdate #ITStocks #ProfitDip #EBITDA #IndianIT #TechStocks #StockMarketIndia #QuarterlyEarnings #RevenueDecline #MarginPressure" @sourabhwadhwa22 on X 2025-07-24 15:58:53 UTC XXX followers, XX 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
"๐จ Tensions Escalate: Thailand vs Cambodia ASEAN UN & regional powers are unable to calm rising conflict. Whats clear: China is deepening its influence with strong grips on Myanmar & Cambodia Thailand may be next. This could mark another strategic front in Chinas Southeast Asia push. ๐ #Geopolitics #ThailandCambodia #China #ASEAN #SouthEastAsia #IndoPacific" @sourabhwadhwa22 on X 2025-07-25 16:23:18 UTC XXX followers, XXX engagements
"๐ MAHINDRA LIFESPACE sets bold targets ๐ Eyes 10000 Cr sales by FY27 ๐ Focus on luxury housing launches ๐ Tech-led execution & industrial cluster scale-up ๐ 3x growth over FY24 base Ambitious roadmap aggressive execution #MahindraLifespaces #RealEstate #LuxuryHousing #FY27Targets #StocksToWatch" @sourabhwadhwa22 on X 2025-07-25 15:49:23 UTC XXX followers, XX engagements
"WIPRO secures a multi-year Smart Grid deal from Saudi Electricity Company โก ๐น Focus: Smart Metering & Digital Transformation ๐น Strengthens Wipros presence in the Middle East energy tech space ๐น Strategic push into utility digitization & smart infrastructure ๐ Positive for long-term revenue visibility and margins in energy + digital ops" @sourabhwadhwa22 on X 2025-07-24 11:44:51 UTC XXX followers, XX engagements
"๐จ Ceigall India Update ๐จ Delhi Metro Rail Corporation terminates Ceigalls XXXXXX Cr Bhubaneswar Metro Rail project. Termination notice issued on July XX 2025. Ceigall plans to pursue damages/compensation. ๐ป Project value: XXXXXX Cr ๐ Status: Terminated ๐
Notice Date: July XX 2025 ๐ผ MCap: 4629.49 Cr ๐ CMP: XXXXXX Will this lead to a prolonged legal battle or early settlement #Ceigall #MetroRail #DMRC #Infrastructure #Capex #IndianStocks #StockMarketIndia" @sourabhwadhwa22 on X 2025-07-26 06:59:12 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
"๐ Gold prices in India have soared to near-record highs in July 2025 MCX August futures hit 100555 per 10g ๐จ This sharp surge reflects: ๐ Global market dynamics ๐ฑ Currency fluctuations ๐ Rising demand from India & China #Gold #MCX #Commodities #IndiaMarkets #GoldPrice #Investing" @sourabhwadhwa22 on X 2025-07-26 18:30:41 UTC XXX followers, XX 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
"US Economy Holding Up: Amid President Trumps second term the US economy is showing resilience: Q2 GDP forecast XXX% inflation XXX% unemployment 4.1%. Analysts still warn that tariffs deportations and budget cuts may create longerterm fragilities" @sourabhwadhwa22 on X 2025-07-26 18:28:16 UTC XXX followers, XX engagements
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