[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.] [@MULTIPLY_RS](/creator/twitter/MULTIPLY_RS) "The Entire IT Pack HCL Tech TCS Wipro Tech Mahindra etc. Indias IT majors have been going through a rough patch for the past few quarters. These companies earn most of their revenue from clients in North America Latin America Europe and the UK. But due to geopolitical uncertaintyparticularly tariff-related concerns during the Trump eraclients have faced supply chain disruptions and delayed decision-making. Naturally when clients are unsure about their own future they hesitate to spend on backend IT services. At the same time these companies are investing heavily in AI talent and expanding"  [@MULTIPLY_RS](/creator/x/MULTIPLY_RS) on [X](/post/tweet/1945845294987395108) 2025-07-17 13:57:25 UTC XX followers, XXX engagements "Markets want growth. If the revenue and PAT are not growing and the management commentary is not encouraging the stock will not move no matter how fundamentally strong it is. Example out of this list- Dolat Algotech the pace of revenue growth and PAT growth has been coming down for the company since the last few quarters with both revenue and PAT degrowing in Q4FY'25. Such stocks irrespective of the fundamentals will always be punished by the market unless the pace of growth improves"  [@MULTIPLY_RS](/creator/x/MULTIPLY_RS) on [X](/post/tweet/1948069702225502335) 2025-07-23 17:16:25 UTC XX followers, XXX engagements "The only possible reason for SKY GOLD to hit lower circuit for X consecutive days despite posting such stellar results The revenue has grown only XX% YoY at a Standalone level. This is much lesser than the average Standalone revenue growth of 40-50% in the last few years. Even the PAT growth has slowed down. We will need clarity from the management on this in tomorrow's concall. On the consolidated level however things are absolutely intact. The growth is as per the guidance and the management has also maintained their growth guidance for FY26 and FY27 through their Press Release and Investor"  [@MULTIPLY_RS](/creator/x/MULTIPLY_RS) on [X](/post/tweet/1948301680795381906) 2025-07-24 08:38:13 UTC XX followers, 1038 engagements "@nid_rockz I disagree. The pace of revenue growth is coming down. It was XX% in FY25 and they have started with XX% in Q1 FY26. Considering the same PAT margin as in FY25 one year forward PE is coming out in the range of 55-65 which makes the one year forward PEG =2 which is expensive"  [@MULTIPLY_RS](/creator/x/MULTIPLY_RS) on [X](/post/tweet/1947274765414043675) 2025-07-21 12:37:37 UTC XX followers, XXX engagements
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@MULTIPLY_RS
"The Entire IT Pack HCL Tech TCS Wipro Tech Mahindra etc. Indias IT majors have been going through a rough patch for the past few quarters. These companies earn most of their revenue from clients in North America Latin America Europe and the UK. But due to geopolitical uncertaintyparticularly tariff-related concerns during the Trump eraclients have faced supply chain disruptions and delayed decision-making. Naturally when clients are unsure about their own future they hesitate to spend on backend IT services. At the same time these companies are investing heavily in AI talent and expanding"
@MULTIPLY_RS on X 2025-07-17 13:57:25 UTC XX followers, XXX engagements
"Markets want growth. If the revenue and PAT are not growing and the management commentary is not encouraging the stock will not move no matter how fundamentally strong it is. Example out of this list- Dolat Algotech the pace of revenue growth and PAT growth has been coming down for the company since the last few quarters with both revenue and PAT degrowing in Q4FY'25. Such stocks irrespective of the fundamentals will always be punished by the market unless the pace of growth improves" @MULTIPLY_RS on X 2025-07-23 17:16:25 UTC XX followers, XXX engagements
"The only possible reason for SKY GOLD to hit lower circuit for X consecutive days despite posting such stellar results The revenue has grown only XX% YoY at a Standalone level. This is much lesser than the average Standalone revenue growth of 40-50% in the last few years. Even the PAT growth has slowed down. We will need clarity from the management on this in tomorrow's concall. On the consolidated level however things are absolutely intact. The growth is as per the guidance and the management has also maintained their growth guidance for FY26 and FY27 through their Press Release and Investor" @MULTIPLY_RS on X 2025-07-24 08:38:13 UTC XX followers, 1038 engagements
"@nid_rockz I disagree. The pace of revenue growth is coming down. It was XX% in FY25 and they have started with XX% in Q1 FY26. Considering the same PAT margin as in FY25 one year forward PE is coming out in the range of 55-65 which makes the one year forward PEG =2 which is expensive" @MULTIPLY_RS on X 2025-07-21 12:37:37 UTC XX followers, XXX engagements