[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.] [@chandrakar_c](/creator/twitter/chandrakar_c) "Bajaj Finance is reducing reliance on high-cost retail deposits and increasing borrowings from NCDs and banks to manage its cost of funds and improve NIM. They are also pruning risky segments (like two-wheeler and MSME lending) and offering restructuring options to support good MSME customers"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948692737634492562) 2025-07-25 10:32:08 UTC XX followers, XX engagements "Key initiatives include heavy investment in AI capabilities for productivity and a focus on maintaining its vast customer franchise through digital initiatives and strategic partnerships. Despite a strong performance the market reacted cautiously to the asset quality concerns and the deliberate slowdown in certain high-risk segments reflecting a shift towards more conservative growth for the near term"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948692987992535416) 2025-07-25 10:33:07 UTC XX followers, XX engagements "Strategic Focus & Future Outlook India MF AUM may cross $X trillion in 1214 months. Industry expected to add XX million new investors/year. KFIN targets 15%+ revenue growth in FY26. Cost optimization via Finex replatforming initiative. Global ambition: become a leading fund administrator especially for private/alternate mandates. Their Empower platform can compete with systems like Bloomberg"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949042970834940148) 2025-07-26 09:43:50 UTC XX followers, XX engagements "HDFC Life HDB Financial Services Ltd Result Discussion Q1FY26 via @YouTube"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1947725448659800186) 2025-07-22 18:28:28 UTC XX followers, XXX engagements "Issuer Solutions (RTA for Corporates) Market share rose from XX% to XX% (by Nifty-listed company market cap). Total clients nearing 9000 added XXX corporates in Q1 (record). Handled over XX% of IPOs by count including SME IPOs and social stock exchange. New IPOs: IPMC Misho Pine Labs. Small decline in investor folios (natural seasonal trend)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949042155185729665) 2025-07-26 09:40:35 UTC XX followers, XX engagements "Margin & Profitability Guidance Consolidated EBITDA Margin: Management expects to maintain XX% on a steady-state basis. Gear Division: Margins to normalize to 2425% EBIT as product mix stabilizes and new capacity ramps up (expected from Q2 onwards). MHE Division: XX% sustainable EBIT margin guided for FY26 and beyond; potential for upside with favorable product mix. Depreciation: Full-year depreciation expected at INR XX crores (Gear) and INR 100105 crores (Consolidated). Finance Cost: Increase due to IndAS treatment of operating leases (not actual borrowings)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949173940016009339) 2025-07-26 18:24:15 UTC XX followers, XX engagements "V-Mart Retail Ltd Q1FY26 Earnings Call growth outlook Future Outlook and Targets: A better Q2 is anticipated due to the onset of festivals like Raksha Bandhan. The preponement of Pujo and Durga Puja season by 7-10 days is expected to lead to a better September month. The company is preparing extensively for the upcoming festival period and winter range. For the full year a mid-to-high single-digit Same Store Sales Growth (SSG) is expected"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949172402799477151) 2025-07-26 18:18:09 UTC XX followers, XX engagements "Strategic Initiatives Outlet Expansion: +15000 outlets in Q1 now XXXX lakh; target X lakh in X years Marketing: High spend expected in Q2; XX% of revenue for brand building Nepal JV with CG Group: XX Cr investment Bypass XX% import duty Target revenue: XX Cr in X years Retail Stores: Bikaji Stores: XX now; focus on sweets/gifting Hazelnut: XX stores (Delhi NCR); targets XX by FY-end"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949177694228529224) 2025-07-26 18:39:10 UTC XX followers, X engagements "Resilient in Market Trends: Biotech Funding: Not disproportionately reliant on volatile biotech pilot funding; maintains healthy pipeline from large/mid-sized biopharma. Research services grew XX% despite funding challenges. Geopolitics: Primarily a service industry so tariff exposure is minimal. Acknowledges US pharma investments but sees vast headroom in the global contract manufacturing market due to small market share"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948694217368256821) 2025-07-25 10:38:01 UTC XX followers, XX engagements "Sharda Cropchem Excellent result Q1FY26 Sharda Cropchem has a "satellite business model" primarily importing agrochemical technicals from China and then exporting them under their own registration to markets like Europe North America Latin America and other countries. Europe is their biggest market. Significant volume and revenue growth in the last quarter in the European market This growth is attributed to fresh demand and increased production costs for local manufacturers in Europe leading to a larger import market for agrochemicals While agrochemical business revenue grew by 11-12% last"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949404876208783486) 2025-07-27 09:41:55 UTC XX followers, XX engagements "Syngene International's business performance and guidance: Q1 FY26 Performance: Positive start with XX% YoY revenue growth and XX% PAT surge primarily driven by research services. Full-Year Guidance Reiteration: Confident in maintaining mid-single-digit overall growth guidance for FY26 with underlying business expected to grow in early teens despite anticipated inventory adjustments"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948694049847697478) 2025-07-25 10:37:21 UTC XX followers, XX engagements "Revenue Growth Targets: FY26: Hopeful to achieve XX% growth possibly more. Next 2-3 years: Hopeful to grow by XX% year-on-year CAGR after completing Sanand and given strong demand. Operating Margin Target: To improve operating margins during FY25-26 aiming for an XX% EBITDA margin (with a range of 10.5-11%). This includes other operational income like exchange fluctuations. Logistic Cost Savings from Sanand: Expected due to the plant's proximity to a port (within XXX km) compared to current North Indian plants (1400 km). Quantification is not yet possible as the project is new"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948266122975027333) 2025-07-24 06:16:55 UTC XX followers, XX engagements "Orient Electric Ltd's Q1 FY26 Earnings call External Challenges Unseasonal weather (mild summer heavy rains) disrupted fan and cooler sales. Geopolitical tensions caused temporary market softness"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949176026682347859) 2025-07-26 18:32:33 UTC XX followers, XX engagements "Aether Industries FII and DII are continously increasing stake good Q1FY XX result . lets look what driving The company is admired for its "demand-first" approach where they identify customer needs before investing in capital expenditure (capex) unlike many Indian chemical companies that are capex-heavy first and then seek customers This approach helps them avoid becoming commodity chemical companies"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949407674707173569) 2025-07-27 09:53:02 UTC XX followers, XX engagements "AGI Greeenpack AGI Greenpac is India's largest container glass manufacturer and a packaging leader. It is increasingly focusing on eco-friendly packaging. The company operates on a B2B model serving over XXX major clients across various industries. It is expanding rapidly into premium and eco-friendly packaging. A key strategic move is its new entry into aluminum cans which is expected to further diversify its growth. This is seen as a "foot in the door" in the high-growth liquid packaging market with a long-term growth impact for 10-15 years"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949489782884872489) 2025-07-27 15:19:18 UTC XX followers, XX engagements "Orient Cement's Q1 results Standalone (SL) Net Profit: XXX Cr vs XXXX Cr (YoY) Revenue: XXX Cr vs XXX Cr (YoY) EBITDA: XXX Cr vs XX Cr (YoY) EBITDA Margin: XXXXX% vs XXXXX% (YoY)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948778659126390800) 2025-07-25 16:13:33 UTC XX followers, XXX engagements "Recent Developments Successfully reduced reliance on the traditional pharma and agro segment with XX% of last quarter's revenue coming from these segments and the rest from new segments Projects experienced delays due to a fire incident but are now expected to see faster execution Export Potential: Exports currently represent around XX% of revenue with huge potential for growth"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949408240061587955) 2025-07-27 09:55:17 UTC XX followers, XX engagements "Strategic Initiatives: Aggressive expansion and integration: Coromandel has over XXX retail outlets and has launched more than XX new products. Backward integration: The company has integrated into rock phosphate mining in Senegal which will provide access to cheaper phosphorus base essential for many fertilizers. Diversification: Diversifying into high-margin products intermediates and agro-formulations through the NACL acquisition"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949409668654154015) 2025-07-27 10:00:57 UTC XX followers, XX engagements "No Entry for Small EVs via UK: India has denied tariff concessions for EVs that are: Small or budget models Assembled in third countries (e.g. China) and routed through the UK. Gradual Tariff Reduction on High-End Vehicles: Currently India levies up to 100110% import duty on high-end vehicles. This will be gradually reduced over a set period only for vehicles above a certain price and engine capacity threshold. Current Tariff Burden: XXX% duty is charged on imported vehicles in India. For example: A XX lakh EV currently pays X lakh in customs duties"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948621270083318155) 2025-07-25 05:48:09 UTC XX followers, XX engagements "Nestle Q1 Revenue: The company reported a revenue of 5096 Cr in Q1 FY26 marking a XXX% increase from 4814 Cr in Q1 FY25. Profit After Tax (PAT): PAT experienced a notable decline falling by XXXX% to XXX Cr in Q1 FY26 from XXX Cr in Q1 FY25. EBITDA: EBITDA also saw a slight decrease of XXX% coming in at 1100 Cr in Q1 FY26 compared to 1114 Cr in Q1 FY25. EBITDA Margin: Consequently the EBITDA Margin contracted by XXX basis points dropping to XXXX% in Q1 FY26 from XXXX% in Q1 FY25"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948268852997132773) 2025-07-24 06:27:46 UTC XX followers, XX engagements "Capex: INR XXX crores for Gear division over X years (partly via ROU assets/operating lease for long-term benefit) and INR XX crores for MHE in FY26. Recent INR XXX crores capex (over X years) expected to generate additional INR XXX crores in revenue. Defense: Strong traction expected especially in Navy projects with multi-year execution timelines. Aftermarket & Refurbishment: High-margin recurring revenue stream (32% in Gears XX% in MHE). International expansion of service/refurbishment (notably US Europe) is underway"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949173769295310914) 2025-07-26 18:23:35 UTC XX followers, X engagements "Capital Expenditure (Capex) and Funding AGI Greenpac is undertaking a large capex of 1700 crore. This capex includes: Expansion of glass bottling plant by XX% with an investment of XXX crore. Investment into aluminum cans (1000 crore specifically for a plant in UP) Funding: XX% of the total capex will be funded by debt (approx. 1000 crore). XX% will be funded through internal accruals"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949491399885545670) 2025-07-27 15:25:44 UTC XX followers, X engagements "Revenue Capacity of Sanand: Initial top-line capacity: 6000 crore. Extra high voltage power cable capacity: 1200 crore. Low voltage and medium voltage power cable capacity: 4800 crore. Future Capex beyond Sanand: The company needs to invest another 600-700 crore year after year to increase capacity and maintain XX% top-line growth. They are acquiring land for future projects (e.g. in Rajasthan and Uttarakhand) but capex will start only after Sanand completion"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948265901419303137) 2025-07-24 06:16:02 UTC XX followers, XX engagements "Elecon Engineering Company Ltd Growth Drivers & Outlook Domestic Market: Strong momentum in steel cement and power sectors. Recent INR XX crores order from power sector. Positive outlook for defense segment; expecting INR XXX crores order in Q2 and a potential INR 1000 crores P-17 Bravo order (execution over X years). Exports & OEM: Export growth is a key focus. Gear divisions overseas order inflow grew XX% YoY (INR XXX crores). OEM business scaling up targeting INR XX crores revenue in FY26 with potential to exceed INR XXX crores as geopolitical issues normalize"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949173667860226131) 2025-07-26 18:23:10 UTC XX followers, XX engagements "Syrma SGS Technology Ltd Concall growth guidance Topline: Expecting 30-35% growth over previous year numbers. This implies a significant bump in the remaining three quarters (approx. 1300 crore per quarter on average). VA Margin (Operating): Expected to be in the range of XXX% to X% (excluding other income) an improvement from earlier guidance of 8%. Confidence is based on the order book (540 crore as of Q1 FY26) customer discussions and the strategy recalibration yielding results. Automotive and Industrial segments are expected to grow at a faster pace (order book share is 35-40% while Q1"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948306728136966487) 2025-07-24 08:58:16 UTC XX followers, XXX engagements "Defense Sector: Actively pursuing opportunities seeking to become an EMS partner or provide solutions (e.g. communication radar ammunition jamming) to end-users like paramilitary forces or armed forces. This is a strategic interest due to "Make in India" objectives and potential for lumpy tender-driven business. New Subsidiaries: Two new subsidiaries Syrma Components Private Limited and Syrma C Private Limited were incorporated to explore component businesses and facilitate technology partnerships"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948307122279809374) 2025-07-24 08:59:50 UTC XX followers, XX engagements "Orient Electric's Q1 result Q1 Standalone (SL) Net Profit: XXXX Cr vs XXXX Cr (YoY) Q1 EBITDA: XX Cr vs XX Cr (YoY) Q1 EBITDA Margin: X% vs XXXX% (YoY)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948671687752577071) 2025-07-25 09:08:29 UTC XX followers, XX engagements "Coromandel International leading Agro companies Give good Q1 FY26 result lets discuss what are growth drivers Growth Drivers: The company is benefiting from the "China Plus One" import substitution theme and its acquisition of NACCL. Domestic Business: The domestic formulation business and domestic fertilizer business are expected to see good volume value and margin growth. Export Market: Volume growth momentum is expected to sustain in the export market although pricing pressure might be observed"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949409519634674142) 2025-07-27 10:00:22 UTC XX followers, XX engagements "Aluminum Cans (New Business): A new segment with a planned XXX crore capex primarily for beverages. This will expand their clientele and cater to existing FNB (Food & Beverage) clients. They aim to reach XXX billion cans per year by FY30 Manufacturing and Capacity AGI Greenpac has seven plants in India located in Telangana Uttarakhand and Karnataka Current production capacity is around 2000 tons for glass and 11982 tons for PET bottles. The company operates at XX% capacity utilization. Management aims to go beyond XX% to touch XXX% capacity utilization"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949490495044174105) 2025-07-27 15:22:08 UTC XX followers, XX engagements "KFIN Technologies Q1 FY26 Earnings Highlights Business Highlights Q1 FY26 X. Mutual Fund Services Indias largest RTA serving across mutual funds pensions alternatives etc. X of X new MF mandates won (74% win rate). SIP market share at XX% ahead of AUM share (32.5%) indicates long-term strength. New clients: Capital Mind (AMC) Marquee PMS using XAS (Everything-as-a-Service). Top clients include Abacus Marcellus Pantomath. X of top XX fastest-growing AMCs in India are on KFINs platform"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949042070288785723) 2025-07-26 09:40:15 UTC XX followers, XX engagements "Business Mix: Q1 FY26 revenue split is XX% Research Services (CRO) and XX% Manufacturing (CDMO). This mix is dynamic and can fluctuate. Focus on Emerging Biologics: Investing in fast-growing large molecule modalities beyond monoclonal antibodies (e.g. ADCs peptides oligos protax). Inaugurated a new peptide facility"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948694153220567109) 2025-07-25 10:37:45 UTC XX followers, XX engagements "Wealth Management Platform X large clients live X total mandates. Multi-geo multi-asset multi-lingual platform enabling global expansion. Tech Products & Innovation MF Central: XXX clients XX% QoQ growth. Iris CRM launched caters to MFDs banks insurers. Bitsight security score of XXX (industry-best). Daily transactions: Avg 2.5M; peak: 10M+; growth at 2025% CAGR"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949042561403757032) 2025-07-26 09:42:12 UTC XX followers, XX engagements "The company is also planning to go global in a big way with a short-term goal to increase exports from X% to XX% of sales. The strategy involves expanding into "specialty glass" for perfumery cosmetics and other high-end applications Product Categories and Brands AGI Glasspack: Manufactures glass containers and packaging solutions (bottles from XXX ml to X liters) primarily used in FMCG (majority) cosmetics perfumes beverages chemicals and pharmaceuticals (6-10%). Customization options include colors labels and prints AGI Plastic: Focuses on PET HDPE and PP bottles and packaging for soft"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949490201837064647) 2025-07-27 15:20:58 UTC XX followers, X engagements "India-UK FTA and Auto Sector: No Tariff Concessions for Budget EVs & Small Cars: India has excluded budget electric vehicles (EVs) and small cars from tariff concessions under the IndiaUK Free Trade Agreement (FTA). Luxury & High-End EVs to Benefit: Only luxury and premium EVs hybrids and internal combustion engine (ICE) vehicles from the UK will benefit from reduced import duties"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948620878868095312) 2025-07-25 05:46:35 UTC XX followers, XX engagements "Risks Headwinds & Management Commentary Geopolitical Risks: Middle East conflict (Israel-Iran) caused delivery holds and order deferments (INR XX crores in Q1; to normalize by Q2/Q3). Management does not foresee material full-year impact. Product Mix Volatility: Q1 saw lower engineered product share impacting margins; expected to revert to normal levels through the year. Competition: Management acknowledges new entrants but highlights high entry barriers in engineered products due to technical complexity and skill requirements. Industry Demand: Strong capex cycle in core domestic sectors"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949174189455544633) 2025-07-26 18:25:15 UTC XX followers, XX engagements "In the US they are focusing on oil and gas In the Middle East they are targeting oil and gas and high-performance materials In Japan they are working on custom synthesis molecules Collaborations: Engaged in technology associations with Saudi Aramco Baker Hughes and the Milliken contract Outlook: The company is considered poised for significant growth by the end of this year with expected major growth in revenue margins and volume. The speaker expresses strong bullishness about Aether Industries"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949408578680377500) 2025-07-27 09:56:38 UTC XX followers, XX engagements "Mahindra Lifespace's Q1 earnings: Net Profit: XXXX Cr Vs XXXX Cr (YoY) Revenue: Down XX% At XX Cr Vs XXX Cr (YoY) EBITDA Loss: XX Cr Vs Loss Of XXXXX Cr (YoY)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948694763999543650) 2025-07-25 10:40:11 UTC XX followers, XX engagements "Bulk Deals this week Akzo Nobel: Asian Paints sells 734.08cr to ICICI Mutual Fund & Eastspring India Shelter Finance: Kotak Mutual Fund buys shares worth 385.35cr Elgi Equipments: SBI Mutual Fund buys shares worth 96.44cr TAC Infosec: Neo Apex Ventures buys shares worth 5.45cr"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1944311006726877546) 2025-07-13 08:20:42 UTC XX followers, XXX engagements "SBI Cards and Payment Services' Q1 results Standalone (SL) Net Profit: XXX Cr vs XXX Cr (YoY) Revenue: 4880 Cr vs 4360 Cr (YoY) GNPA: XXXX% vs XXXX% (QoQ) NNPA: XXXX% vs XXXX% (QoQ)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948728533888504008) 2025-07-25 12:54:22 UTC XX followers, XX engagements "Recognizing agrochemicals as a cyclical business Sharda Cropchem's increasing reliance on the non-agrochemical business is a positive indicator of diversification moving away from the cyclical nature The company has close to 3000 registered products and around 1000 new products in the registration process Their top three revenues account for only about XX% of total revenue and the top XX molecules account for only XX% of revenue indicating a diverse product basket This means they are resilient to challenges in specific agrochemicals"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949405181654798405) 2025-07-27 09:43:08 UTC XX followers, XX engagements "India UK FTA deal Stock to be benifited from different sector Textile Vardhman Textiles Welspun Raymond KPR MillsGokaldas Exports" Agriculture & Processed Foods: Avanti FeedsApex Frozen Foods ITC Limited and Tata Consumer Products Pharmaceutical Cipla Dr. Reddys and Sun PharmaBiocon Gems & Jewellery: Rajesh ExportsTitan Automotive segment Tata MotorsSamvardhana MothersonSona BLW Precision Forgings Electronics & Engineering: L&T and ABB Alcoholic Beverages United Spirits Tilaknagar Industries Ltd and Allied Blenders & Distillers Leather & Footwear RedTape Relaxo Footwears Ltd Bata India"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948591785011277950) 2025-07-25 03:50:59 UTC XX followers, XXX engagements "Category-wise Performance Ethnic Snacks: +11.2% Sweets: +3.1% (seasonal dip due to fewer weddings) Western Snacks: +4.2% (price war avoided) Papad: +5.8% (2nd largest after Lijjat) Exports: +60.3% (strong frozen food growth) Family Packs: +15.8% vs. XXX packs at +8.2% New Products: Millet Bhujia (health segment; niche now)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949177583318569470) 2025-07-26 18:38:44 UTC XX followers, X engagements "Customer Relationships: Long-term strategic relationships with clients with multi-year agreements and regular renewal cycles for dedicated centers. Strategic Talent Acquisition: Hired a Chief Technology Officer (CTO) for automation/AI a senior professional to strengthen biology capabilities and another for strategy/development to drive future growth"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1948694269507621014) 2025-07-25 10:38:13 UTC XX followers, XX engagements "Acquisitions this week Aegis Vopak acquires cryogenic state LPG storage capacity from Pipavav at cost of 428cr Yash Highvoltage in partnership with Quality Power acquires Sukrut Electric Company Jash Engineering acquires US based company WesTech. Dodla Dairy acquires HR Food Processing Pvt Ltd Elitecon International acquires a UAE based food trading company"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1944429865786351628) 2025-07-13 16:13:00 UTC XX followers, XXX engagements "International Expansion XX new global clients signed (Malaysia Singapore Philippines GIFT City). Total international contracts: XXX. AUM and revenue from alternatives and pensions grew 30%+. First international wealth mandate in the Philippines. XX% market share in GIFT City rising to XX% with Ascent"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949042223691296979) 2025-07-26 09:40:52 UTC XX followers, XX engagements "Revenue Growth: Grew at a XX% CAGR from FY22 (1400 crore) to FY25 (2500 crore) EBITDA Growth: Exhibited strong growth at a XX% CAGR over the past three years reaching over XXX crore in FY25 from XXX crore in FY22 FY25 margins were at their highest point at 24%. The guided range for margins is XX% to XX% Net Profit: Grew at a XX% CAGR over three years reaching around XXX crore from XXX crore Q1 FY26 Performance: Revenue grew XX% YoY EBITDA grew X% YoY and net profit grew X% YoY though margins saw a slight hit"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949491119160738265) 2025-07-27 15:24:37 UTC XX followers, X engagements "Strategic Vertical Diversification: Aether Industries aims to reduce reliance on the traditional life science segment (pharma and agrochemicals). They are focusing on growing new verticals like oil and gas chemicals high-performance material science and Contract Manufacturing (CSM)"  [@chandrakar_c](/creator/x/chandrakar_c) on [X](/post/tweet/1949407833981899054) 2025-07-27 09:53:40 UTC XX followers, XX engagements
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@chandrakar_c
"Bajaj Finance is reducing reliance on high-cost retail deposits and increasing borrowings from NCDs and banks to manage its cost of funds and improve NIM. They are also pruning risky segments (like two-wheeler and MSME lending) and offering restructuring options to support good MSME customers"
@chandrakar_c on X 2025-07-25 10:32:08 UTC XX followers, XX engagements
"Key initiatives include heavy investment in AI capabilities for productivity and a focus on maintaining its vast customer franchise through digital initiatives and strategic partnerships. Despite a strong performance the market reacted cautiously to the asset quality concerns and the deliberate slowdown in certain high-risk segments reflecting a shift towards more conservative growth for the near term" @chandrakar_c on X 2025-07-25 10:33:07 UTC XX followers, XX engagements
"Strategic Focus & Future Outlook India MF AUM may cross $X trillion in 1214 months. Industry expected to add XX million new investors/year. KFIN targets 15%+ revenue growth in FY26. Cost optimization via Finex replatforming initiative. Global ambition: become a leading fund administrator especially for private/alternate mandates. Their Empower platform can compete with systems like Bloomberg" @chandrakar_c on X 2025-07-26 09:43:50 UTC XX followers, XX engagements
"HDFC Life HDB Financial Services Ltd Result Discussion Q1FY26 via @YouTube" @chandrakar_c on X 2025-07-22 18:28:28 UTC XX followers, XXX engagements
"Issuer Solutions (RTA for Corporates) Market share rose from XX% to XX% (by Nifty-listed company market cap). Total clients nearing 9000 added XXX corporates in Q1 (record). Handled over XX% of IPOs by count including SME IPOs and social stock exchange. New IPOs: IPMC Misho Pine Labs. Small decline in investor folios (natural seasonal trend)" @chandrakar_c on X 2025-07-26 09:40:35 UTC XX followers, XX engagements
"Margin & Profitability Guidance Consolidated EBITDA Margin: Management expects to maintain XX% on a steady-state basis. Gear Division: Margins to normalize to 2425% EBIT as product mix stabilizes and new capacity ramps up (expected from Q2 onwards). MHE Division: XX% sustainable EBIT margin guided for FY26 and beyond; potential for upside with favorable product mix. Depreciation: Full-year depreciation expected at INR XX crores (Gear) and INR 100105 crores (Consolidated). Finance Cost: Increase due to IndAS treatment of operating leases (not actual borrowings)" @chandrakar_c on X 2025-07-26 18:24:15 UTC XX followers, XX engagements
"V-Mart Retail Ltd Q1FY26 Earnings Call growth outlook Future Outlook and Targets: A better Q2 is anticipated due to the onset of festivals like Raksha Bandhan. The preponement of Pujo and Durga Puja season by 7-10 days is expected to lead to a better September month. The company is preparing extensively for the upcoming festival period and winter range. For the full year a mid-to-high single-digit Same Store Sales Growth (SSG) is expected" @chandrakar_c on X 2025-07-26 18:18:09 UTC XX followers, XX engagements
"Strategic Initiatives Outlet Expansion: +15000 outlets in Q1 now XXXX lakh; target X lakh in X years Marketing: High spend expected in Q2; XX% of revenue for brand building Nepal JV with CG Group: XX Cr investment Bypass XX% import duty Target revenue: XX Cr in X years Retail Stores: Bikaji Stores: XX now; focus on sweets/gifting Hazelnut: XX stores (Delhi NCR); targets XX by FY-end" @chandrakar_c on X 2025-07-26 18:39:10 UTC XX followers, X engagements
"Resilient in Market Trends: Biotech Funding: Not disproportionately reliant on volatile biotech pilot funding; maintains healthy pipeline from large/mid-sized biopharma. Research services grew XX% despite funding challenges. Geopolitics: Primarily a service industry so tariff exposure is minimal. Acknowledges US pharma investments but sees vast headroom in the global contract manufacturing market due to small market share" @chandrakar_c on X 2025-07-25 10:38:01 UTC XX followers, XX engagements
"Sharda Cropchem Excellent result Q1FY26 Sharda Cropchem has a "satellite business model" primarily importing agrochemical technicals from China and then exporting them under their own registration to markets like Europe North America Latin America and other countries. Europe is their biggest market. Significant volume and revenue growth in the last quarter in the European market This growth is attributed to fresh demand and increased production costs for local manufacturers in Europe leading to a larger import market for agrochemicals While agrochemical business revenue grew by 11-12% last" @chandrakar_c on X 2025-07-27 09:41:55 UTC XX followers, XX engagements
"Syngene International's business performance and guidance: Q1 FY26 Performance: Positive start with XX% YoY revenue growth and XX% PAT surge primarily driven by research services. Full-Year Guidance Reiteration: Confident in maintaining mid-single-digit overall growth guidance for FY26 with underlying business expected to grow in early teens despite anticipated inventory adjustments" @chandrakar_c on X 2025-07-25 10:37:21 UTC XX followers, XX engagements
"Revenue Growth Targets: FY26: Hopeful to achieve XX% growth possibly more. Next 2-3 years: Hopeful to grow by XX% year-on-year CAGR after completing Sanand and given strong demand. Operating Margin Target: To improve operating margins during FY25-26 aiming for an XX% EBITDA margin (with a range of 10.5-11%). This includes other operational income like exchange fluctuations. Logistic Cost Savings from Sanand: Expected due to the plant's proximity to a port (within XXX km) compared to current North Indian plants (1400 km). Quantification is not yet possible as the project is new" @chandrakar_c on X 2025-07-24 06:16:55 UTC XX followers, XX engagements
"Orient Electric Ltd's Q1 FY26 Earnings call External Challenges Unseasonal weather (mild summer heavy rains) disrupted fan and cooler sales. Geopolitical tensions caused temporary market softness" @chandrakar_c on X 2025-07-26 18:32:33 UTC XX followers, XX engagements
"Aether Industries FII and DII are continously increasing stake good Q1FY XX result . lets look what driving The company is admired for its "demand-first" approach where they identify customer needs before investing in capital expenditure (capex) unlike many Indian chemical companies that are capex-heavy first and then seek customers This approach helps them avoid becoming commodity chemical companies" @chandrakar_c on X 2025-07-27 09:53:02 UTC XX followers, XX engagements
"AGI Greeenpack AGI Greenpac is India's largest container glass manufacturer and a packaging leader. It is increasingly focusing on eco-friendly packaging. The company operates on a B2B model serving over XXX major clients across various industries. It is expanding rapidly into premium and eco-friendly packaging. A key strategic move is its new entry into aluminum cans which is expected to further diversify its growth. This is seen as a "foot in the door" in the high-growth liquid packaging market with a long-term growth impact for 10-15 years" @chandrakar_c on X 2025-07-27 15:19:18 UTC XX followers, XX engagements
"Orient Cement's Q1 results Standalone (SL) Net Profit: XXX Cr vs XXXX Cr (YoY) Revenue: XXX Cr vs XXX Cr (YoY) EBITDA: XXX Cr vs XX Cr (YoY) EBITDA Margin: XXXXX% vs XXXXX% (YoY)" @chandrakar_c on X 2025-07-25 16:13:33 UTC XX followers, XXX engagements
"Recent Developments Successfully reduced reliance on the traditional pharma and agro segment with XX% of last quarter's revenue coming from these segments and the rest from new segments Projects experienced delays due to a fire incident but are now expected to see faster execution Export Potential: Exports currently represent around XX% of revenue with huge potential for growth" @chandrakar_c on X 2025-07-27 09:55:17 UTC XX followers, XX engagements
"Strategic Initiatives: Aggressive expansion and integration: Coromandel has over XXX retail outlets and has launched more than XX new products. Backward integration: The company has integrated into rock phosphate mining in Senegal which will provide access to cheaper phosphorus base essential for many fertilizers. Diversification: Diversifying into high-margin products intermediates and agro-formulations through the NACL acquisition" @chandrakar_c on X 2025-07-27 10:00:57 UTC XX followers, XX engagements
"No Entry for Small EVs via UK: India has denied tariff concessions for EVs that are: Small or budget models Assembled in third countries (e.g. China) and routed through the UK. Gradual Tariff Reduction on High-End Vehicles: Currently India levies up to 100110% import duty on high-end vehicles. This will be gradually reduced over a set period only for vehicles above a certain price and engine capacity threshold. Current Tariff Burden: XXX% duty is charged on imported vehicles in India. For example: A XX lakh EV currently pays X lakh in customs duties" @chandrakar_c on X 2025-07-25 05:48:09 UTC XX followers, XX engagements
"Nestle Q1 Revenue: The company reported a revenue of 5096 Cr in Q1 FY26 marking a XXX% increase from 4814 Cr in Q1 FY25. Profit After Tax (PAT): PAT experienced a notable decline falling by XXXX% to XXX Cr in Q1 FY26 from XXX Cr in Q1 FY25. EBITDA: EBITDA also saw a slight decrease of XXX% coming in at 1100 Cr in Q1 FY26 compared to 1114 Cr in Q1 FY25. EBITDA Margin: Consequently the EBITDA Margin contracted by XXX basis points dropping to XXXX% in Q1 FY26 from XXXX% in Q1 FY25" @chandrakar_c on X 2025-07-24 06:27:46 UTC XX followers, XX engagements
"Capex: INR XXX crores for Gear division over X years (partly via ROU assets/operating lease for long-term benefit) and INR XX crores for MHE in FY26. Recent INR XXX crores capex (over X years) expected to generate additional INR XXX crores in revenue. Defense: Strong traction expected especially in Navy projects with multi-year execution timelines. Aftermarket & Refurbishment: High-margin recurring revenue stream (32% in Gears XX% in MHE). International expansion of service/refurbishment (notably US Europe) is underway" @chandrakar_c on X 2025-07-26 18:23:35 UTC XX followers, X engagements
"Capital Expenditure (Capex) and Funding AGI Greenpac is undertaking a large capex of 1700 crore. This capex includes: Expansion of glass bottling plant by XX% with an investment of XXX crore. Investment into aluminum cans (1000 crore specifically for a plant in UP) Funding: XX% of the total capex will be funded by debt (approx. 1000 crore). XX% will be funded through internal accruals" @chandrakar_c on X 2025-07-27 15:25:44 UTC XX followers, X engagements
"Revenue Capacity of Sanand: Initial top-line capacity: 6000 crore. Extra high voltage power cable capacity: 1200 crore. Low voltage and medium voltage power cable capacity: 4800 crore. Future Capex beyond Sanand: The company needs to invest another 600-700 crore year after year to increase capacity and maintain XX% top-line growth. They are acquiring land for future projects (e.g. in Rajasthan and Uttarakhand) but capex will start only after Sanand completion" @chandrakar_c on X 2025-07-24 06:16:02 UTC XX followers, XX engagements
"Elecon Engineering Company Ltd Growth Drivers & Outlook Domestic Market: Strong momentum in steel cement and power sectors. Recent INR XX crores order from power sector. Positive outlook for defense segment; expecting INR XXX crores order in Q2 and a potential INR 1000 crores P-17 Bravo order (execution over X years). Exports & OEM: Export growth is a key focus. Gear divisions overseas order inflow grew XX% YoY (INR XXX crores). OEM business scaling up targeting INR XX crores revenue in FY26 with potential to exceed INR XXX crores as geopolitical issues normalize" @chandrakar_c on X 2025-07-26 18:23:10 UTC XX followers, XX engagements
"Syrma SGS Technology Ltd Concall growth guidance Topline: Expecting 30-35% growth over previous year numbers. This implies a significant bump in the remaining three quarters (approx. 1300 crore per quarter on average). VA Margin (Operating): Expected to be in the range of XXX% to X% (excluding other income) an improvement from earlier guidance of 8%. Confidence is based on the order book (540 crore as of Q1 FY26) customer discussions and the strategy recalibration yielding results. Automotive and Industrial segments are expected to grow at a faster pace (order book share is 35-40% while Q1" @chandrakar_c on X 2025-07-24 08:58:16 UTC XX followers, XXX engagements
"Defense Sector: Actively pursuing opportunities seeking to become an EMS partner or provide solutions (e.g. communication radar ammunition jamming) to end-users like paramilitary forces or armed forces. This is a strategic interest due to "Make in India" objectives and potential for lumpy tender-driven business. New Subsidiaries: Two new subsidiaries Syrma Components Private Limited and Syrma C Private Limited were incorporated to explore component businesses and facilitate technology partnerships" @chandrakar_c on X 2025-07-24 08:59:50 UTC XX followers, XX engagements
"Orient Electric's Q1 result Q1 Standalone (SL) Net Profit: XXXX Cr vs XXXX Cr (YoY) Q1 EBITDA: XX Cr vs XX Cr (YoY) Q1 EBITDA Margin: X% vs XXXX% (YoY)" @chandrakar_c on X 2025-07-25 09:08:29 UTC XX followers, XX engagements
"Coromandel International leading Agro companies Give good Q1 FY26 result lets discuss what are growth drivers Growth Drivers: The company is benefiting from the "China Plus One" import substitution theme and its acquisition of NACCL. Domestic Business: The domestic formulation business and domestic fertilizer business are expected to see good volume value and margin growth. Export Market: Volume growth momentum is expected to sustain in the export market although pricing pressure might be observed" @chandrakar_c on X 2025-07-27 10:00:22 UTC XX followers, XX engagements
"Aluminum Cans (New Business): A new segment with a planned XXX crore capex primarily for beverages. This will expand their clientele and cater to existing FNB (Food & Beverage) clients. They aim to reach XXX billion cans per year by FY30 Manufacturing and Capacity AGI Greenpac has seven plants in India located in Telangana Uttarakhand and Karnataka Current production capacity is around 2000 tons for glass and 11982 tons for PET bottles. The company operates at XX% capacity utilization. Management aims to go beyond XX% to touch XXX% capacity utilization" @chandrakar_c on X 2025-07-27 15:22:08 UTC XX followers, XX engagements
"KFIN Technologies Q1 FY26 Earnings Highlights Business Highlights Q1 FY26 X. Mutual Fund Services Indias largest RTA serving across mutual funds pensions alternatives etc. X of X new MF mandates won (74% win rate). SIP market share at XX% ahead of AUM share (32.5%) indicates long-term strength. New clients: Capital Mind (AMC) Marquee PMS using XAS (Everything-as-a-Service). Top clients include Abacus Marcellus Pantomath. X of top XX fastest-growing AMCs in India are on KFINs platform" @chandrakar_c on X 2025-07-26 09:40:15 UTC XX followers, XX engagements
"Business Mix: Q1 FY26 revenue split is XX% Research Services (CRO) and XX% Manufacturing (CDMO). This mix is dynamic and can fluctuate. Focus on Emerging Biologics: Investing in fast-growing large molecule modalities beyond monoclonal antibodies (e.g. ADCs peptides oligos protax). Inaugurated a new peptide facility" @chandrakar_c on X 2025-07-25 10:37:45 UTC XX followers, XX engagements
"Wealth Management Platform X large clients live X total mandates. Multi-geo multi-asset multi-lingual platform enabling global expansion. Tech Products & Innovation MF Central: XXX clients XX% QoQ growth. Iris CRM launched caters to MFDs banks insurers. Bitsight security score of XXX (industry-best). Daily transactions: Avg 2.5M; peak: 10M+; growth at 2025% CAGR" @chandrakar_c on X 2025-07-26 09:42:12 UTC XX followers, XX engagements
"The company is also planning to go global in a big way with a short-term goal to increase exports from X% to XX% of sales. The strategy involves expanding into "specialty glass" for perfumery cosmetics and other high-end applications Product Categories and Brands AGI Glasspack: Manufactures glass containers and packaging solutions (bottles from XXX ml to X liters) primarily used in FMCG (majority) cosmetics perfumes beverages chemicals and pharmaceuticals (6-10%). Customization options include colors labels and prints AGI Plastic: Focuses on PET HDPE and PP bottles and packaging for soft" @chandrakar_c on X 2025-07-27 15:20:58 UTC XX followers, X engagements
"India-UK FTA and Auto Sector: No Tariff Concessions for Budget EVs & Small Cars: India has excluded budget electric vehicles (EVs) and small cars from tariff concessions under the IndiaUK Free Trade Agreement (FTA). Luxury & High-End EVs to Benefit: Only luxury and premium EVs hybrids and internal combustion engine (ICE) vehicles from the UK will benefit from reduced import duties" @chandrakar_c on X 2025-07-25 05:46:35 UTC XX followers, XX engagements
"Risks Headwinds & Management Commentary Geopolitical Risks: Middle East conflict (Israel-Iran) caused delivery holds and order deferments (INR XX crores in Q1; to normalize by Q2/Q3). Management does not foresee material full-year impact. Product Mix Volatility: Q1 saw lower engineered product share impacting margins; expected to revert to normal levels through the year. Competition: Management acknowledges new entrants but highlights high entry barriers in engineered products due to technical complexity and skill requirements. Industry Demand: Strong capex cycle in core domestic sectors" @chandrakar_c on X 2025-07-26 18:25:15 UTC XX followers, XX engagements
"In the US they are focusing on oil and gas In the Middle East they are targeting oil and gas and high-performance materials In Japan they are working on custom synthesis molecules Collaborations: Engaged in technology associations with Saudi Aramco Baker Hughes and the Milliken contract Outlook: The company is considered poised for significant growth by the end of this year with expected major growth in revenue margins and volume. The speaker expresses strong bullishness about Aether Industries" @chandrakar_c on X 2025-07-27 09:56:38 UTC XX followers, XX engagements
"Mahindra Lifespace's Q1 earnings: Net Profit: XXXX Cr Vs XXXX Cr (YoY) Revenue: Down XX% At XX Cr Vs XXX Cr (YoY) EBITDA Loss: XX Cr Vs Loss Of XXXXX Cr (YoY)" @chandrakar_c on X 2025-07-25 10:40:11 UTC XX followers, XX engagements
"Bulk Deals this week Akzo Nobel: Asian Paints sells 734.08cr to ICICI Mutual Fund & Eastspring India Shelter Finance: Kotak Mutual Fund buys shares worth 385.35cr Elgi Equipments: SBI Mutual Fund buys shares worth 96.44cr TAC Infosec: Neo Apex Ventures buys shares worth 5.45cr" @chandrakar_c on X 2025-07-13 08:20:42 UTC XX followers, XXX engagements
"SBI Cards and Payment Services' Q1 results Standalone (SL) Net Profit: XXX Cr vs XXX Cr (YoY) Revenue: 4880 Cr vs 4360 Cr (YoY) GNPA: XXXX% vs XXXX% (QoQ) NNPA: XXXX% vs XXXX% (QoQ)" @chandrakar_c on X 2025-07-25 12:54:22 UTC XX followers, XX engagements
"Recognizing agrochemicals as a cyclical business Sharda Cropchem's increasing reliance on the non-agrochemical business is a positive indicator of diversification moving away from the cyclical nature The company has close to 3000 registered products and around 1000 new products in the registration process Their top three revenues account for only about XX% of total revenue and the top XX molecules account for only XX% of revenue indicating a diverse product basket This means they are resilient to challenges in specific agrochemicals" @chandrakar_c on X 2025-07-27 09:43:08 UTC XX followers, XX engagements
"India UK FTA deal Stock to be benifited from different sector Textile Vardhman Textiles Welspun Raymond KPR MillsGokaldas Exports" Agriculture & Processed Foods: Avanti FeedsApex Frozen Foods ITC Limited and Tata Consumer Products Pharmaceutical Cipla Dr. Reddys and Sun PharmaBiocon Gems & Jewellery: Rajesh ExportsTitan Automotive segment Tata MotorsSamvardhana MothersonSona BLW Precision Forgings Electronics & Engineering: L&T and ABB Alcoholic Beverages United Spirits Tilaknagar Industries Ltd and Allied Blenders & Distillers Leather & Footwear RedTape Relaxo Footwears Ltd Bata India" @chandrakar_c on X 2025-07-25 03:50:59 UTC XX followers, XXX engagements
"Category-wise Performance Ethnic Snacks: +11.2% Sweets: +3.1% (seasonal dip due to fewer weddings) Western Snacks: +4.2% (price war avoided) Papad: +5.8% (2nd largest after Lijjat) Exports: +60.3% (strong frozen food growth) Family Packs: +15.8% vs. XXX packs at +8.2% New Products: Millet Bhujia (health segment; niche now)" @chandrakar_c on X 2025-07-26 18:38:44 UTC XX followers, X engagements
"Customer Relationships: Long-term strategic relationships with clients with multi-year agreements and regular renewal cycles for dedicated centers. Strategic Talent Acquisition: Hired a Chief Technology Officer (CTO) for automation/AI a senior professional to strengthen biology capabilities and another for strategy/development to drive future growth" @chandrakar_c on X 2025-07-25 10:38:13 UTC XX followers, XX engagements
"Acquisitions this week Aegis Vopak acquires cryogenic state LPG storage capacity from Pipavav at cost of 428cr Yash Highvoltage in partnership with Quality Power acquires Sukrut Electric Company Jash Engineering acquires US based company WesTech. Dodla Dairy acquires HR Food Processing Pvt Ltd Elitecon International acquires a UAE based food trading company" @chandrakar_c on X 2025-07-13 16:13:00 UTC XX followers, XXX engagements
"International Expansion XX new global clients signed (Malaysia Singapore Philippines GIFT City). Total international contracts: XXX. AUM and revenue from alternatives and pensions grew 30%+. First international wealth mandate in the Philippines. XX% market share in GIFT City rising to XX% with Ascent" @chandrakar_c on X 2025-07-26 09:40:52 UTC XX followers, XX engagements
"Revenue Growth: Grew at a XX% CAGR from FY22 (1400 crore) to FY25 (2500 crore) EBITDA Growth: Exhibited strong growth at a XX% CAGR over the past three years reaching over XXX crore in FY25 from XXX crore in FY22 FY25 margins were at their highest point at 24%. The guided range for margins is XX% to XX% Net Profit: Grew at a XX% CAGR over three years reaching around XXX crore from XXX crore Q1 FY26 Performance: Revenue grew XX% YoY EBITDA grew X% YoY and net profit grew X% YoY though margins saw a slight hit" @chandrakar_c on X 2025-07-27 15:24:37 UTC XX followers, X engagements
"Strategic Vertical Diversification: Aether Industries aims to reduce reliance on the traditional life science segment (pharma and agrochemicals). They are focusing on growing new verticals like oil and gas chemicals high-performance material science and Contract Manufacturing (CSM)" @chandrakar_c on X 2025-07-27 09:53:40 UTC XX followers, XX engagements