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[@Abhishek25glt](/creator/twitter/Abhishek25glt)
"Varun Beverages Q1FY26 GST Impact - Good or Bad CAMPA VS PESPI More Pain #VarunBeverages #q1fy26"  
[X Link](https://x.com/Abhishek25glt/status/1970408266329891211) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-09-23T08:41Z 2535 followers, 4209 engagements


"Kalyan Jewellers announced strong Q2 FY26 numbers with XX% year-on-year growth at the consolidated level. Key highlights: - XX% year-on-year consolidated growth an exceptional performance compared to peers - Navratri sales shifted from Q3 last year to Q2 this year which gave a timely boost - The company managed to offset last year's high sales base driven by the custom duty cut - Debt restructuring is progressing and banks have released company's partial land Peer insights: - Senco Gold management highlighted that gold prices have been volatile and expects only single-digit growth due to last"  
[X Link](https://x.com/Abhishek25glt/status/1975112403584012624) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-10-06T08:14Z 2535 followers, XXX engagements


"Diwali Special 🪔🪔 Q2FY26 Updates : Dixon Tech Manorama Polycab Thyrocare Zomato Elcon Engg Polycab AUSFB"  
[X Link](https://x.com/Abhishek25glt/status/1979928419891552347) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-10-19T15:11Z 2534 followers, XXX engagements


"FORENSIC REPORT: VARUN BEVERAGES LIMITED (VBL) Section 1: Sector Overview The Indian beverage market faced significant headwinds due to an early onset of unseasonal monsoon rains during the peak summer months. Management noted this was an industry-wide phenomenon affecting other summer-centric categories like ACs (PGEL Bluestar etc). Despite this the company maintained its per-case realizations and EBITDA margins showcasing resilience. Section 2: About the Company Varun Beverages is a key player in the beverage industry and is PepsiCo's second-largest franchisee globally outside the US. The"  
[X Link](https://x.com/Abhishek25glt/status/1962821818080993506) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-09-02T10:16Z 2535 followers, 2983 engagements


"Varun Beverages Q1FY26 Analysis Campa GST Impact Link -"  
[X Link](https://x.com/Abhishek25glt/status/1964269950173888600) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-09-06T10:10Z 2535 followers, 4381 engagements


"Good Q2FY26 update from AU Small Finance Bank Loan Book Growth XX% YoY. Doing good compared to other small finance banks. No recommendation. #AuSmallFinanceBank"  
[X Link](https://x.com/Abhishek25glt/status/1975122129449595190) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-10-06T08:53Z 2535 followers, XXX engagements


"Updates: BLS International Muthoot Finance Tata Elxsi Max Healthcare BIRA Tariff #BLSInternational #MuthootFinance #TataElxsi #MaxHealthcare #Bira #TariffUpdate #StockMarket #FinanceNews #IndianStocks #EarningsUpdate #MarketUpdates #crypto"  
[X Link](https://x.com/Abhishek25glt/status/1977384799246373297) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-10-12T14:44Z 2535 followers, 1271 engagements


"Volume degrowth YoY in Kajaria. This company also shows the economy condition 🙏 Expectations are there that Q3 and Q4 will be better for the economy let's see"  
[X Link](https://x.com/Abhishek25glt/status/1980318016312340629) [@Abhishek25glt](/creator/x/Abhishek25glt) 2025-10-20T16:59Z 2535 followers, XXX engagements