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[@iYashUpadhyaya](/creator/twitter/iYashUpadhyaya)
"Tech Mahindra Q2 Review - Beat CC Revenue: +1.6% QoQ (vs consensus +1%) EBIT margin up 100bps QoQ to XXXX% (vs consensus +70 bps) Dealwins were a positive with 2nd consecutive quarter of USD800mn+ wins growing XX% on LTM YoY basis PAT: Rs 1195 cr (vs consensus: Rs1290 cr) Headcount increased by 4.2K people to 152.7K (+2.8% QoQ) @StocktwitsIndia"  
[X Link](https://x.com/iYashUpadhyaya/status/1978140098324791504) [@iYashUpadhyaya](/creator/x/iYashUpadhyaya) 2025-10-14T16:45Z 9553 followers, 2962 engagements


"Key point to note in Axis Bank's press release: Bank provided Rs 1200 cr for standard agri loans based on remarks from RBI. PS - last qtr also had asset quality negatives. These can be reversed by Mar-28 with recovery. @StocktwitsIndia"  
[X Link](https://x.com/iYashUpadhyaya/status/1978518229048791042) [@iYashUpadhyaya](/creator/x/iYashUpadhyaya) 2025-10-15T17:47Z 9553 followers, 2310 engagements


"Infosys Q1 Review - Inline but guidance muted CC Revenue: +2.2% QoQ (Est: 1.8%) EBIT Margin up 20bps QoQ to XX% (Est: +50 bps) PAT: Rs 7364 cr (Est: 7280 cr) Deal wins at $XXX bn (vs $3.8bn in Q1) FY26E revenue growth guidance narrowed to 2-3% CC YoY. This implies -XXX% to -XXX% CQGR in 3Q-4Q. Operating margin guidance for FY26E at 20-22% @StocktwitsIndia"  
[X Link](https://x.com/iYashUpadhyaya/status/1978998395726385517) [@iYashUpadhyaya](/creator/x/iYashUpadhyaya) 2025-10-17T01:36Z 9553 followers, XXX engagements


"Whirlpool of India - top gainer on Nifty XXX with very high volumes Co. executed a 30-year brand license agreement with the Parent. As per the agreement the royalty & technical payouts to be paid to the parent will be the same as current rates i.e. XXX% of licensed product revenue till FY29. This is a positive given uncertainty around on the royalty payout to be made to the parent which was a key unknown since the stake sale announcement. This could be also a pre-cursor to the impending stake sale @StocktwitsIndia BSE filing:"  
[X Link](https://x.com/iYashUpadhyaya/status/1979109280448958541) [@iYashUpadhyaya](/creator/x/iYashUpadhyaya) 2025-10-17T08:56Z 9557 followers, 7067 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.]

@iYashUpadhyaya "Tech Mahindra Q2 Review - Beat CC Revenue: +1.6% QoQ (vs consensus +1%) EBIT margin up 100bps QoQ to XXXX% (vs consensus +70 bps) Dealwins were a positive with 2nd consecutive quarter of USD800mn+ wins growing XX% on LTM YoY basis PAT: Rs 1195 cr (vs consensus: Rs1290 cr) Headcount increased by 4.2K people to 152.7K (+2.8% QoQ) @StocktwitsIndia"
X Link @iYashUpadhyaya 2025-10-14T16:45Z 9553 followers, 2962 engagements

"Key point to note in Axis Bank's press release: Bank provided Rs 1200 cr for standard agri loans based on remarks from RBI. PS - last qtr also had asset quality negatives. These can be reversed by Mar-28 with recovery. @StocktwitsIndia"
X Link @iYashUpadhyaya 2025-10-15T17:47Z 9553 followers, 2310 engagements

"Infosys Q1 Review - Inline but guidance muted CC Revenue: +2.2% QoQ (Est: 1.8%) EBIT Margin up 20bps QoQ to XX% (Est: +50 bps) PAT: Rs 7364 cr (Est: 7280 cr) Deal wins at $XXX bn (vs $3.8bn in Q1) FY26E revenue growth guidance narrowed to 2-3% CC YoY. This implies -XXX% to -XXX% CQGR in 3Q-4Q. Operating margin guidance for FY26E at 20-22% @StocktwitsIndia"
X Link @iYashUpadhyaya 2025-10-17T01:36Z 9553 followers, XXX engagements

"Whirlpool of India - top gainer on Nifty XXX with very high volumes Co. executed a 30-year brand license agreement with the Parent. As per the agreement the royalty & technical payouts to be paid to the parent will be the same as current rates i.e. XXX% of licensed product revenue till FY29. This is a positive given uncertainty around on the royalty payout to be made to the parent which was a key unknown since the stake sale announcement. This could be also a pre-cursor to the impending stake sale @StocktwitsIndia BSE filing:"
X Link @iYashUpadhyaya 2025-10-17T08:56Z 9557 followers, 7067 engagements

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/creator/twitter::857865379829342212/posts