[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.] [@selvaprathee](/creator/twitter/selvaprathee) "10 DSP Large Cap Fund 🔹NTPC Ltd. ➡ +22.5% 🔹HDFC Bank Ltd. ➡ +8.6% 🔹Syngene International Ltd. ➡ Fresh Entry: XXXXX Cr 🔹Ipca Laboratories Ltd. ➡ +53.5% 🔹Mahindra & Mahindra Ltd. ➡ +6.9% XX ICICI Prudential Large Cap Fund 🔹Asian Paints Ltd. ➡ +41.3% 🔹Bharti Airtel Ltd. ➡ +9.2% 🔹HDFC Bank Ltd. ➡ +4.0% 🔹Mahindra & Mahindra Ltd. ➡ +21.6% 🔹Interglobe Aviation Ltd. ➡ +15.3% XX Mirae Asset Large Cap Fund 🔹Varun Beverages Ltd. ➡ +65.5% 🔹Siemens Energy India Ltd. ➡ +143.1% 🔹Bharti Airtel Ltd. ➡ +7.7% 🔹HDFC Bank Ltd. ➡ +2.9% 🔹Bharat Petroleum Corporation Ltd. ➡ +194.5% #StocksToWatch" [X Link](https://x.com/selvaprathee/status/1944071906845766031) [@selvaprathee](/creator/x/selvaprathee) 2025-07-12T16:30Z 16.5K followers, 2358 engagements "7 Motilal Oswal Midcap Fund 🔹Kaynes Technology India Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Aditya Birla Capital Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Coforge Ltd. ➡ +12.5% 🔹Kei Industries Ltd. ➡ +33.7% 🔹Persistent Systems Ltd. ➡ +7.2% X Edelweiss Mid Cap Fund 🔹Vishal Mega Mart Ltd. ➡ +110.0% 🔹Persistent Systems Ltd. ➡ +23.7% 🔹Multi Commodity Exchange Of India Ltd. ➡ +35.5% 🔹PNB Housing Finance Ltd. ➡ Fresh Entry: XXXXX Cr 🔹City Union Bank Ltd. ➡ +74.2% X HDFC Mid-Cap Opportunities Fund 🔹Vishal Mega Mart Ltd. ➡ +72.3% 🔹Glenmark Pharmaceuticals Ltd. ➡ +45.5% 🔹AU Small Finance Bank Ltd. ➡ +22.4%" [X Link](https://x.com/selvaprathee/status/1944069368947913141) [@selvaprathee](/creator/x/selvaprathee) 2025-07-12T16:20Z 16.6K followers, 6804 engagements "Auto Ancillaries Value Chain - Mapping Indias Listed Players Inside Out - From engine blocks & drivelines to airbags & interiors heres how Indias listed champions power every bolt brake & brain of mobility. X Engine Powertrain & Transmission The heart of motion pistons crankshafts clutches axles & gearboxes. Sona Comstar EV drivelines starter motors Bosch engine management fuel injection Remsons control cables Rane Group engine valves steering & powertrain components Shriram Pistons & Rings pistons piston rings engine components Varroc precision forgings Endurance Tech clutches transmissions" [X Link](https://x.com/selvaprathee/status/1972361400128602323) [@selvaprathee](/creator/x/selvaprathee) 2025-09-28T18:02Z 16.6K followers, 111.2K engagements "4 Quant Small Cap Fund 🔹Piramal Finance Ltd. ➡Fresh Entry: XXXXX Cr 🔹Adani Power Ltd. ➡+28.7% 🔹Usha Martin Ltd. ➡+38.2% 🔹Aegis Logistics Ltd. ➡+13.9% 🔹Aptus Value Housing Finance India Ltd. ➡Fresh Entry: XXXXX Cr X Nippon India Small Cap Fund 🔹Asahi India Glass Ltd. ➡+99.5% 🔹ITC Ltd. ➡+56.8% 🔹Sundaram Finance Holdings Ltd. ➡+32.6% 🔹NLC India Ltd. ➡+26.7% 🔹Healthcare Global Enterprises Ltd. ➡Fresh Entry: XXXXX Cr X Tata Small Cap Fund 🔹Network People Services Technologies Ltd. ➡+1514% 🔹Balrampur Chini Mills Ltd. ➡+154.2% 🔹Usha Martin Ltd. ➡+25.4% 🔹Anant Raj Ltd. ➡+35.2% 🔹Tega" [X Link](https://x.com/selvaprathee/status/1978301347775570314) [@selvaprathee](/creator/x/selvaprathee) 2025-10-15T03:26Z 16.6K followers, 2020 engagements "Chemicals Powering EMS & Semiconductor Industries Top Indian Makers - Everyone talks about Dixon Syrma Kaynes and the EMS explosion. - But few notice the chemicals these factories rely on solvents etchants fluoropolymers photoresists. - And just a handful of Indian companies make them Why it matters: Every wafer needs to be cleaned 50+ times. Every PCB needs coatings that can survive solder heat. Every chip needs encapsulants etchants fluoropolymers and electrolytes. This isnt commodity chemistry its precision-grade fabs-approved IP. Now meet the XX listed Indian stocks fueling this boom" [X Link](https://x.com/selvaprathee/status/1947561722937807260) [@selvaprathee](/creator/x/selvaprathee) 2025-07-22T07:37Z 16.6K followers, 346.9K engagements "Top Stocks bought by Mutual Funds in July 2025 - Lets try to understand how they positioned during US tariff drama time & Q1 result season - And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹E.I.D. - Parry (India) Ltd. ➡+26.3% 🔹ICICI Bank Ltd. ➡+11.2% 🔹Dr. Reddy's Laboratories Ltd. ➡+7.3% 🔹ITC Ltd. ➡+2.9% 🔹HDFC Bank Ltd. ➡+1.8% X HDFC Flexi Cap Fund 🔹State Bank of India ➡+39.2% 🔹Bosch Ltd. ➡+23.6% 🔹Infosys Ltd. ➡+24.4% 🔹Cipla Ltd. ➡+8.4% 🔹ICICI Bank Ltd. ➡+6.5% X Nippon India Multi Cap Fund 🔹Varun Beverages Ltd. ➡+75.7% 🔹Mahindra & Mahindra Ltd. ➡+58.8% 🔹FSN" [X Link](https://x.com/selvaprathee/status/1955272260245209329) [@selvaprathee](/creator/x/selvaprathee) 2025-08-12T14:16Z 16.6K followers, 176.9K engagements "Goldman Sachs Initiates Coverage on Indias Defense & Aerospace Sector - Initiates coverage on X companies across the ecosystem - Highlighting TAM Expansion Indigenisation Export Boom X The Decade of Defense Supremacy - Indias defense engine is entering a multi-decade rerating phase. Goldman Sachs projects: ✦ TAM up 6x - 1.6L Cr (FY25) 10.4L Cr (FY47) ✦ Capital outlay CAGR: X% ✦ Private EPS CAGR: XX% vs XX% for PSUs ➡ The message is clear the next wave of alpha lies with private innovators not legacy PSUs. X From Importer of Arms Exporter of Security - Indias defense ecosystem has pivoted from" [X Link](https://x.com/selvaprathee/status/1977215820473196971) [@selvaprathee](/creator/x/selvaprathee) 2025-10-12T03:32Z 16.6K followers, 57.4K engagements "Stallion India Fluorochemicals Q2 FY26 Concall Highlights Blueprint for Integrated Value Creation - One of the insightful concalls this quarter X Strong Quarter Solid H1 Base Achieved XX% of FY26 revenue guidance (430 Cr) in H1 itself 🗣 H1 is typically our weaker half; with H2 seasonally stronger we remain confident of achieving and possibly exceeding full-year targets. X Major Capacity Expansion Pipeline Bilwara (Rajasthan): 10000 TPA R32 manufacturing Capex XXX Cr commissioning by Jul 2026 Mambattu (Andhra): HFO blending Helium & Semiconductor hub Capex 2030 Cr start by JanFeb 2026 Kalapur" [X Link](https://x.com/selvaprathee/status/1978532404735193575) [@selvaprathee](/creator/x/selvaprathee) 2025-10-15T18:44Z 16.6K followers, 17.2K engagements "Fair point but needs deeper context. ✦ Q1FY26 showed XX% YoY growth even off a high base; margins and profitability also improved. ✦ FY26-27 roadmap remains intact XX Cr crane capex 3000-unit capacity ramp and FY27 750-800 Cr revenue potential guided by management. ✦ Debt is manageable given strong operating cash flows and NBFC exposure. ✦ Biggest triggers ahead: tower crane launch dealer expansion (20%70% coverage) and infra-led demand. ✦ Watch execution & working capital discipline both are key to re-rating. ✅ Short-term noise long-term build out execution will decide the story. No reco" [X Link](https://x.com/selvaprathee/status/1979958251702903060) [@selvaprathee](/creator/x/selvaprathee) 2025-10-19T17:10Z 16.6K followers, XXX engagements "Which stocks are you adding today in Muhurat trading I have added 1) Aditya Infotech ( CPPLUS ) 2) Transrail Lighting No buy/sell reco" [X Link](https://x.com/selvaprathee/status/1980562827535610045) [@selvaprathee](/creator/x/selvaprathee) 2025-10-21T09:12Z 16.6K followers, 7145 engagements "Top Stocks Bought by Mutual Funds in September 2025 Lets try to understand how they positioned before Q2 results And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹HDFC Bank Ltd. ➡+6.0% 🔹Kotak Mahindra Bank Ltd. ➡+5.1% 🔹Axis Bank Ltd. ➡+6.8% 🔹Power Grid Corporation of India Ltd. ➡+5.9% 🔹Mahindra & Mahindra Ltd. ➡+7.1% X HDFC Flexi Cap Fund 🔹Axis Bank Ltd. ➡+8.3% 🔹Cohance Lifesciences Ltd. ➡New Entry: XXXXX Cr 🔹State Bank of India ➡+8.7% 🔹Eicher Motors Ltd. ➡+14.8% 🔹HDFC Bank Ltd. ➡+4.1% X Helios Flexi Cap Fund 🔹NTPC Ltd. ➡+2210% 🔹Niva Bupa Health Insurance Co." [X Link](https://x.com/selvaprathee/status/1978301343665185206) [@selvaprathee](/creator/x/selvaprathee) 2025-10-15T03:26Z 16.6K followers, 77.1K engagements "BlackBuck Strategic Road Map FY26 To FY27 - From profitability validation SuperLoads scale-up platform monetisation - A quarterly roadmap from Q2 FY26 to Q4 FY27. X Q2 FY26 Platform Consolidation & Efficiency ✦ Seasonally soft quarter focus on recurring payments + telematics ✦ EBITDA margin 35-36% maintained despite moderation ✦ PPI wallet pilot launched (toll + fleet top-ups) ✦ SuperLoads playbook refinement in X cities density validation ✦ Insurance attach-rate boosted with new licence ✦ Core groundwork for scale & automation laid 🗣 Q1 and Q2 are typically seasonal months. most of the" [X Link](https://x.com/selvaprathee/status/1981053025935643083) [@selvaprathee](/creator/x/selvaprathee) 2025-10-22T17:40Z 16.6K followers, 11.2K engagements
[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.]
@selvaprathee
"10 DSP Large Cap Fund 🔹NTPC Ltd. ➡ +22.5% 🔹HDFC Bank Ltd. ➡ +8.6% 🔹Syngene International Ltd. ➡ Fresh Entry: XXXXX Cr 🔹Ipca Laboratories Ltd. ➡ +53.5% 🔹Mahindra & Mahindra Ltd. ➡ +6.9% XX ICICI Prudential Large Cap Fund 🔹Asian Paints Ltd. ➡ +41.3% 🔹Bharti Airtel Ltd. ➡ +9.2% 🔹HDFC Bank Ltd. ➡ +4.0% 🔹Mahindra & Mahindra Ltd. ➡ +21.6% 🔹Interglobe Aviation Ltd. ➡ +15.3% XX Mirae Asset Large Cap Fund 🔹Varun Beverages Ltd. ➡ +65.5% 🔹Siemens Energy India Ltd. ➡ +143.1% 🔹Bharti Airtel Ltd. ➡ +7.7% 🔹HDFC Bank Ltd. ➡ +2.9% 🔹Bharat Petroleum Corporation Ltd. ➡ +194.5% #StocksToWatch"
X Link @selvaprathee 2025-07-12T16:30Z 16.5K followers, 2358 engagements
"7 Motilal Oswal Midcap Fund 🔹Kaynes Technology India Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Aditya Birla Capital Ltd. ➡ Fresh Entry: XXXXXX Cr 🔹Coforge Ltd. ➡ +12.5% 🔹Kei Industries Ltd. ➡ +33.7% 🔹Persistent Systems Ltd. ➡ +7.2% X Edelweiss Mid Cap Fund 🔹Vishal Mega Mart Ltd. ➡ +110.0% 🔹Persistent Systems Ltd. ➡ +23.7% 🔹Multi Commodity Exchange Of India Ltd. ➡ +35.5% 🔹PNB Housing Finance Ltd. ➡ Fresh Entry: XXXXX Cr 🔹City Union Bank Ltd. ➡ +74.2% X HDFC Mid-Cap Opportunities Fund 🔹Vishal Mega Mart Ltd. ➡ +72.3% 🔹Glenmark Pharmaceuticals Ltd. ➡ +45.5% 🔹AU Small Finance Bank Ltd. ➡ +22.4%"
X Link @selvaprathee 2025-07-12T16:20Z 16.6K followers, 6804 engagements
"Auto Ancillaries Value Chain - Mapping Indias Listed Players Inside Out - From engine blocks & drivelines to airbags & interiors heres how Indias listed champions power every bolt brake & brain of mobility. X Engine Powertrain & Transmission The heart of motion pistons crankshafts clutches axles & gearboxes. Sona Comstar EV drivelines starter motors Bosch engine management fuel injection Remsons control cables Rane Group engine valves steering & powertrain components Shriram Pistons & Rings pistons piston rings engine components Varroc precision forgings Endurance Tech clutches transmissions"
X Link @selvaprathee 2025-09-28T18:02Z 16.6K followers, 111.2K engagements
"4 Quant Small Cap Fund 🔹Piramal Finance Ltd. ➡Fresh Entry: XXXXX Cr 🔹Adani Power Ltd. ➡+28.7% 🔹Usha Martin Ltd. ➡+38.2% 🔹Aegis Logistics Ltd. ➡+13.9% 🔹Aptus Value Housing Finance India Ltd. ➡Fresh Entry: XXXXX Cr X Nippon India Small Cap Fund 🔹Asahi India Glass Ltd. ➡+99.5% 🔹ITC Ltd. ➡+56.8% 🔹Sundaram Finance Holdings Ltd. ➡+32.6% 🔹NLC India Ltd. ➡+26.7% 🔹Healthcare Global Enterprises Ltd. ➡Fresh Entry: XXXXX Cr X Tata Small Cap Fund 🔹Network People Services Technologies Ltd. ➡+1514% 🔹Balrampur Chini Mills Ltd. ➡+154.2% 🔹Usha Martin Ltd. ➡+25.4% 🔹Anant Raj Ltd. ➡+35.2% 🔹Tega"
X Link @selvaprathee 2025-10-15T03:26Z 16.6K followers, 2020 engagements
"Chemicals Powering EMS & Semiconductor Industries Top Indian Makers - Everyone talks about Dixon Syrma Kaynes and the EMS explosion. - But few notice the chemicals these factories rely on solvents etchants fluoropolymers photoresists. - And just a handful of Indian companies make them Why it matters: Every wafer needs to be cleaned 50+ times. Every PCB needs coatings that can survive solder heat. Every chip needs encapsulants etchants fluoropolymers and electrolytes. This isnt commodity chemistry its precision-grade fabs-approved IP. Now meet the XX listed Indian stocks fueling this boom"
X Link @selvaprathee 2025-07-22T07:37Z 16.6K followers, 346.9K engagements
"Top Stocks bought by Mutual Funds in July 2025 - Lets try to understand how they positioned during US tariff drama time & Q1 result season - And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹E.I.D. - Parry (India) Ltd. ➡+26.3% 🔹ICICI Bank Ltd. ➡+11.2% 🔹Dr. Reddy's Laboratories Ltd. ➡+7.3% 🔹ITC Ltd. ➡+2.9% 🔹HDFC Bank Ltd. ➡+1.8% X HDFC Flexi Cap Fund 🔹State Bank of India ➡+39.2% 🔹Bosch Ltd. ➡+23.6% 🔹Infosys Ltd. ➡+24.4% 🔹Cipla Ltd. ➡+8.4% 🔹ICICI Bank Ltd. ➡+6.5% X Nippon India Multi Cap Fund 🔹Varun Beverages Ltd. ➡+75.7% 🔹Mahindra & Mahindra Ltd. ➡+58.8% 🔹FSN"
X Link @selvaprathee 2025-08-12T14:16Z 16.6K followers, 176.9K engagements
"Goldman Sachs Initiates Coverage on Indias Defense & Aerospace Sector - Initiates coverage on X companies across the ecosystem - Highlighting TAM Expansion Indigenisation Export Boom X The Decade of Defense Supremacy - Indias defense engine is entering a multi-decade rerating phase. Goldman Sachs projects: ✦ TAM up 6x - 1.6L Cr (FY25) 10.4L Cr (FY47) ✦ Capital outlay CAGR: X% ✦ Private EPS CAGR: XX% vs XX% for PSUs ➡ The message is clear the next wave of alpha lies with private innovators not legacy PSUs. X From Importer of Arms Exporter of Security - Indias defense ecosystem has pivoted from"
X Link @selvaprathee 2025-10-12T03:32Z 16.6K followers, 57.4K engagements
"Stallion India Fluorochemicals Q2 FY26 Concall Highlights Blueprint for Integrated Value Creation - One of the insightful concalls this quarter X Strong Quarter Solid H1 Base Achieved XX% of FY26 revenue guidance (430 Cr) in H1 itself 🗣 H1 is typically our weaker half; with H2 seasonally stronger we remain confident of achieving and possibly exceeding full-year targets. X Major Capacity Expansion Pipeline Bilwara (Rajasthan): 10000 TPA R32 manufacturing Capex XXX Cr commissioning by Jul 2026 Mambattu (Andhra): HFO blending Helium & Semiconductor hub Capex 2030 Cr start by JanFeb 2026 Kalapur"
X Link @selvaprathee 2025-10-15T18:44Z 16.6K followers, 17.2K engagements
"Fair point but needs deeper context. ✦ Q1FY26 showed XX% YoY growth even off a high base; margins and profitability also improved. ✦ FY26-27 roadmap remains intact XX Cr crane capex 3000-unit capacity ramp and FY27 750-800 Cr revenue potential guided by management. ✦ Debt is manageable given strong operating cash flows and NBFC exposure. ✦ Biggest triggers ahead: tower crane launch dealer expansion (20%70% coverage) and infra-led demand. ✦ Watch execution & working capital discipline both are key to re-rating. ✅ Short-term noise long-term build out execution will decide the story. No reco"
X Link @selvaprathee 2025-10-19T17:10Z 16.6K followers, XXX engagements
"Which stocks are you adding today in Muhurat trading I have added 1) Aditya Infotech ( CPPLUS ) 2) Transrail Lighting No buy/sell reco"
X Link @selvaprathee 2025-10-21T09:12Z 16.6K followers, 7145 engagements
"Top Stocks Bought by Mutual Funds in September 2025 Lets try to understand how they positioned before Q2 results And decode where the smart money moved X Parag Parikh Flexi Cap Fund 🔹HDFC Bank Ltd. ➡+6.0% 🔹Kotak Mahindra Bank Ltd. ➡+5.1% 🔹Axis Bank Ltd. ➡+6.8% 🔹Power Grid Corporation of India Ltd. ➡+5.9% 🔹Mahindra & Mahindra Ltd. ➡+7.1% X HDFC Flexi Cap Fund 🔹Axis Bank Ltd. ➡+8.3% 🔹Cohance Lifesciences Ltd. ➡New Entry: XXXXX Cr 🔹State Bank of India ➡+8.7% 🔹Eicher Motors Ltd. ➡+14.8% 🔹HDFC Bank Ltd. ➡+4.1% X Helios Flexi Cap Fund 🔹NTPC Ltd. ➡+2210% 🔹Niva Bupa Health Insurance Co."
X Link @selvaprathee 2025-10-15T03:26Z 16.6K followers, 77.1K engagements
"BlackBuck Strategic Road Map FY26 To FY27 - From profitability validation SuperLoads scale-up platform monetisation - A quarterly roadmap from Q2 FY26 to Q4 FY27. X Q2 FY26 Platform Consolidation & Efficiency ✦ Seasonally soft quarter focus on recurring payments + telematics ✦ EBITDA margin 35-36% maintained despite moderation ✦ PPI wallet pilot launched (toll + fleet top-ups) ✦ SuperLoads playbook refinement in X cities density validation ✦ Insurance attach-rate boosted with new licence ✦ Core groundwork for scale & automation laid 🗣 Q1 and Q2 are typically seasonal months. most of the"
X Link @selvaprathee 2025-10-22T17:40Z 16.6K followers, 11.2K engagements
/creator/twitter::2165141011/posts