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[@ManuJemini](/creator/twitter/ManuJemini)
"📈 Day XXX - Earnings Deep Dive Dixon Tech: Q2 PAT Soars XX% Despite GST Impact; Strategic Shift to Components & Telecom Gains Massive Momentum 📱⚙📡 A deep dive into their Q2 FY26 Concall Dixon Technologies reported another strong quarter with adjusted PAT growing XX% YoY and revenue up XX% YoY despite a temporary demand deferral in consumer electronics due to a mid-quarter GST cut. The company's strategic pivot towards backward integration into high-value components (display camera batteries) and moving up the value chain in telecom (winning a major US order for backhaul radios) is gaining"  
[X Link](https://x.com/ManuJemini/status/1983407887763247349) [@ManuJemini](/creator/x/ManuJemini) 2025-10-29T05:37Z XXX followers, XXX engagements


"📈 Day XXX - Earnings Deep Dive Manorama Industries: Raises FY26 Guidance After Stellar H1; Embarks on Major Capex & Integration Plan 🥥📈🌍 A deep dive into their Q2 & H1 FY26 Concall Manorama Industries delivered a stellar H1 performance with revenue soaring XX% YoY and EBITDA margins sustained at a strong 27%. Buoyed by this strong momentum and a robust order book management has confidently raised its FY26 revenue guidance to 1150 crore plus (from 1050 Cr). The company is also embarking on a significant strategic expansion including near-term capacity upgrades a major medium-term capex"  
[X Link](https://x.com/ManuJemini/status/1983759998522998977) [@ManuJemini](/creator/x/ManuJemini) 2025-10-30T04:56Z XXX followers, XXX engagements


"📈 Day XXX - Earnings Deep Dive Jio Financial Services Hits Inflection Point: Core Business Income Overtakes Treasury; AMC Scales to 16k Cr Payments TPV Surges XX% QoQ 🚀💰🏦 A deep dive into their Q2 FY26 Concall Jio Financial Services (JFSL) has reached a key "inflection point" with income from its core business operations now exceeding income from treasury activities. The company reported strong execution across its rapidly scaling verticals in Q2: Lending AUM grew 12x YoY Merchant Payments TPV surged XX% QoQ the Payments Bank saw explosive BC network growth and the new JioBlackRock AMC"  
[X Link](https://x.com/ManuJemini/status/1981944029076959502) [@ManuJemini](/creator/x/ManuJemini) 2025-10-25T04:40Z XXX followers, XXX engagements


"Nothing groundbreaking here when growth stalled they pushed into markets like Zambia and South Africa. With those regions slow pace and competition from Reliances camp their new strategy is alcohol. Honestly when Varun started expanding into Africa that was the cue to move on"  
[X Link](https://x.com/ManuJemini/status/1983563199065833664) [@ManuJemini](/creator/x/ManuJemini) 2025-10-29T15:54Z XXX followers, XX engagements


"📈 Day XXX - Earnings Deep Dive Dixon Tech: Q2 PAT Soars XX% Despite GST Impact; Strategic Shift to Components & Telecom Gains Massive Momentum 📱⚙📡 A deep dive into their Q2 FY26 Concall Dixon Technologies reported another strong quarter with adjusted PAT growing XX% YoY and revenue up XX% YoY despite a temporary demand deferral in consumer electronics due to a mid-quarter GST cut. The company's strategic pivot towards backward integration into high-value components (display camera batteries) and moving up the value chain in telecom (winning a major US order for backhaul radios) is gaining"  
[X Link](https://x.com/ManuJemini/status/1983110490738872433) [@ManuJemini](/creator/x/ManuJemini) 2025-10-28T09:56Z XXX followers, XXX engagements


"@WallStreetMav None its ceremonial. The Kings role is symbolic representing continuity and tradition while real political power rests entirely with Parliament and the Prime Minister. But I guess having a man in fur a crown and holding an expensive stick does add a bit of fun"  
[X Link](https://x.com/ManuJemini/status/1983385402393407953) [@ManuJemini](/creator/x/ManuJemini) 2025-10-29T04:08Z XXX followers, XXX engagements


"📈 Day XXX - Earnings Deep Dive JSW Energy: Executing at Scale - Capacity Soars XX% YoY Strategic Buys Secure Thermal Buildout ⚡🏭🔋 A deep dive into their Q2 FY26 Concall JSW Energy delivered a powerful H1 performance driven by a massive XX% YoY increase in installed capacity to XXXX GW. H1 EBITDA crossed the full FY25 level showcasing strong operational leverage. The company is aggressively executing its expansion plan towards XX GW underpinned by a fully tied-up XXXX GW under-construction pipeline. Crucially strategic acquisitions (GE's boiler business KSK Water Infra) and JVs (JSW"  
[X Link](https://x.com/ManuJemini/status/1983827362614800812) [@ManuJemini](/creator/x/ManuJemini) 2025-10-30T09:24Z XXX followers, XXX engagements