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[@SumitResearch](/creator/twitter/SumitResearch)
"CON CALL LTI MINDTREE Q1 FY26 Q1 Financial Highlights Revenue: $XXXX bn (QoQ +2% YoY +5.2%) EBIT Margin: XXXX% (+50 bps QoQ) PAT: 1255 Cr (+11.2% QoQ) Order Inflow: $XXXX bn (3rd straight quarter $XXX bn) Business Performance All verticals grew QoQ; Consumer (+6.2%) Healthcare (+4.8%) led. Europe strong (+9.7%) Americas stable RoW declined due to seasonality. Headcount: 83889 (down 418); utilization: XXXX% Fresher hiring: 1600+; sub-con costs at multi-year lows Deal Wins & Pipeline Record mega deal with global agribusiness leader JV with Saudi Aramco Digital operational Robust large deal"  
[X Link](https://x.com/SumitResearch/status/1947942265114247586) [@SumitResearch](/creator/x/SumitResearch) 2025-07-23T08:50Z 162.3K followers, 7476 engagements


"Earnings Post Market Till 06:45 PM (31-07-2025) 1) Coal India (Above Est) 2) Eicher Mot (Above Est) 3) Chambal Fert (Strong) 4) JSW Energy (Good) 5) Indegene (Good) 6) Paushak (Good) 7) Sundram Fast (Good) 8) Pricol (Good) 9) UFO Movies (Good) 10) LG Balakrishan (Mix) 11) Krystal Int (QoQ Weak YoY Good) 12) KRN Heat (QoQ Weak YoY Good) 13) Thermax (QoQ Weak YoY Good) 14) Teamlease (QoQ Weak YoY Good) 15) Nelcast (QoQ Weak YoY Good) 16) GE Ship (YoY Weak QoQ Good) 17) Aarti Ind (Weak) 18) Neuland Lab (Weak)"  
[X Link](https://x.com/SumitResearch/status/1950910782776226008) [@SumitResearch](/creator/x/SumitResearch) 2025-07-31T13:25Z 162.2K followers, 18.4K engagements


"Earnings Post Market (Till XXXXX PM ) 16-10-2025 1) Mahindra CIE (Good) 2) Crizac (Good) 3) LTIM (Above Est) 4) Wipro (Slight Below Est) 5) Infosys (Inline) 6) JSW Infra (Weak) 7) Cyient (Weak) 8) Rallis India (Weak) 9) Metro Brand (Weak) 10) Alok Ind (Flat)"  
[X Link](https://x.com/SumitResearch/status/1978810887025869309) [@SumitResearch](/creator/x/SumitResearch) 2025-10-16T13:10Z 162.2K followers, 23.9K engagements


"Fall In Renewable Shares (From XX Week High)   1) SW Solar: -XX% 2) Insolation Energy: -XX% 3) Bondada: -XX% 4) Adani Green: -XX% 5) Waaree Renewable: -XX% 6) KPEL: -XX% 7) Websol Energy: -XX% 8) NTPC Green: -XX% 9) Inox Wind: -XX% 10) Suzlon: -XX% 11) KPI Green: -XX% 12) Vikram Solar: -XX% 13) Solex Energy: -XX% 14) Waaree Energy: -XX% 15) Acme Solar: -12%"  
[X Link](https://x.com/SumitResearch/status/1976608291150066146) [@SumitResearch](/creator/x/SumitResearch) 2025-10-10T11:18Z 162.2K followers, 94.9K engagements


"Wishing you All Happy and prosperous Deepawali"  
[X Link](https://x.com/SumitResearch/status/1980115106810986950) [@SumitResearch](/creator/x/SumitResearch) 2025-10-20T03:33Z 162.3K followers, 5758 engagements


"Probable list of Indian companies Could get impacted XX% US hike. KPR Mill Vardhman Textiles Arvind Ltd Page Industries Gokaldas Exports Welspun India Sun Pharma Dr. Reddys Labs Lupin Aurobindo Pharma Cipla Zydus Lifesciences Dixon Technologies Amber Enterprises Bharat FIH (Foxconn India) Syrma SGS Technology Kaynes Technology Motherson Sumi / Samvardhana Motherson Sundram Fasteners Bharat Forge Bosch India Endurance Technologies"  
[X Link](https://x.com/SumitResearch/status/1953301387325874668) [@SumitResearch](/creator/x/SumitResearch) 2025-08-07T03:45Z 162.2K followers, 50.3K engagements


"Adani Ent +4% Adani Power +7% Adani Port +1.50% Adani Total +9% Adani Green +3% Adani Energy +3% Ambuja Cements +.50% ACC +.50%"  
[X Link](https://x.com/SumitResearch/status/1968891889102225681) [@SumitResearch](/creator/x/SumitResearch) 2025-09-19T04:16Z 162.2K followers, 11.8K engagements


"H1-B  X  X LK Cr Mcap Wipeout Coz of H1-B Visa (IT Cos) Company: Mcap Loss Today (Top 15) 1) TCS: -35500 Cr 2) Infosys: -18500 Cr 3) HCL Tech: -7600 Cr 4) LTIM: -7600 Cr 5) Wipro: -6300 Cr 6) Tech Mahindra: -5300 Cr 7) Persistent: -3650 Cr 8) Mphasis: -2700 Cr 9) Coforge: -2650 Cr 10) LTTS: -1350 Cr 11) Eclerx: -1135 Cr 12) Zensar: -1070 Cr 13) Tata Tech: -XXX Cr 14) Tata Elxsi: -XXX Cr 15) KPIT Tech: -XXX Cr #visa #h1bvisa #Trump"  
[X Link](https://x.com/SumitResearch/status/1970063324420141266) [@SumitResearch](/creator/x/SumitResearch) 2025-09-22T09:51Z 162.3K followers, 49.4K engagements


"1   Rerating Since PM Shri Narendra Modi inaugurates Maruti Plant (26th Aug 2025) Group Companies Since Plant Launch: 1) Maruti +11% 2) Machino Plastics: +56% 3) JTEKT: +48% 4) Bharat Seats: +40% 5) Subros: +38% 6) Jaybharat Maruti: +37% 7) Asahi India: +8% Other Ancillary Supplier : 1) Minda Corp: +25% 2) ASK Auto: +18% 3) Lumax Auto: +14%"  
[X Link](https://x.com/SumitResearch/status/1971160510268666317) [@SumitResearch](/creator/x/SumitResearch) 2025-09-25T10:31Z 162.3K followers, 20.9K engagements


"President Trump Announces XXX% tariff on pharmaceuticals Pharma Revenue from US   💊Sun Pharma: XX% U.S. revenue. 💊Dr. Reddys: 40-45% 💊Cipla Ltd: XX% 💊Lupin Ltd: XX% 💊Aurobindo Pharma: XX% 💊Natco Pharma Ltd: XX% 💊Cadila Health: XX% 💊Glenmark Pharma: XX% 💊Torrent Pharma: 25-30% 💊Biocon Ltd: XX% 💊Marksans: 52%"  
[X Link](https://x.com/SumitResearch/status/1971416153424629983) [@SumitResearch](/creator/x/SumitResearch) 2025-09-26T03:26Z 162.3K followers, 97.5K engagements


"Large Names Big Fall Fall From XX Week High 1) IndusInd Bank: -XX% 2) RK Forge: -XX% 3) Natco Pharma: -XX% 4) Trent: -XX% 5) Godrej Prop: -XX% 6) ABB: -XX% 7) IREDA: -XX% 8) TCS: -XX% 9) Tata Elxsi: -XX% 10) Tube Invest: -XX% 11) Tata Motors: -XX% 12) Astral: -XX% 13) BSE: -XX% 14) Bajaj Auto: -XX% 15) Asian Paints: -30%"  
[X Link](https://x.com/SumitResearch/status/1971536762670338173) [@SumitResearch](/creator/x/SumitResearch) 2025-09-26T11:26Z 162.3K followers, 35.9K engagements


"Tale of Two Tata Stocks Tata Investment Vs TCS New High 1) Tata Investment: Up XX% in X Month New High: Approx 11000 Mcap: 53000 Cr New Low 2) TCS: Down X% in X Month New Low: Approx 2867 Mcap: XXXXX Lk Cr"  
[X Link](https://x.com/SumitResearch/status/1973271011001839794) [@SumitResearch](/creator/x/SumitResearch) 2025-10-01T06:17Z 162.3K followers, 60.7K engagements


"Upcoming Q2 Earnings Q2  9th Oct: GM Breweries 9th Oct: TCS 9th Oct: Tata Elxsi 9th Oct: Elecon Engg 13th Oct: Anandrathi 13th Oct: HCL Tech 14th Oct: ICICI General 14th Oct: ICICI Pru 14th Oct: Tech Mah 14th Oct: Persistent 15th Oct: Amal 15th Oct: Angel One 15th Oct: HDB Financial 15th Oct: HDFC AMC 15th Oct: HDFC Life 16th Oct: Cyient 16th Oct: Infosys 16th Oct: LTIM 16th Oct: Nestle 17th Oct: Atul 17th Oct: JSW Steel 17th Oct: LTTS 18th Oct: HDFC Bank 18th Oct: ICICI Bank 18th Oct: IDFC First Bank 18th Oct: SML Isuzu 18th Oct: Ultratech 23th Oct: Ultratech 24th Oct: Coforge 24th Oct: Dr"  
[X Link](https://x.com/SumitResearch/status/1974058316180443207) [@SumitResearch](/creator/x/SumitResearch) 2025-10-03T10:25Z 162.3K followers, 83.1K engagements


"Japan elects first female prime minister Nikkei Up +4% Few Listed Companies With Japanese Investment   1) Maruti Suzuki 2) Bharat Seats 3) Machino Plastics 4) Nippon India 5) Yes Bank 6) Subros 7) Asahi India Glass 8) Jay Bharat Maruti 9) Sumitomo Chem 10) Munjal Showa 11) Yuken India 12) Uno Minda 13) Escorts Kubota 14) Hitachi Energy 15) Hitachi Control 16) Samvardhana Motherson 17) JTEKT 18) Lumax Ind 19) Denso India 20) Talbros Auto Total 1434 Japanese Companies Registered in India"  
[X Link](https://x.com/SumitResearch/status/1975130809414672646) [@SumitResearch](/creator/x/SumitResearch) 2025-10-06T09:27Z 162.2K followers, 35.1K engagements


"Stocks In News Steel Exchange Cuts Debt Secures XXX Cr Refinancing at Lower Rates Company redeemed XXXXX Cr worth of Secured NCDs Reducing outstanding principal to XXXXXX Cr. Company has arranged XXX Cr refinancing facilities Institutions include -Kotak Mahindra Investments -Kotak Credit Opportunities Fund -True North Credit Opportunities -Capri Global Capital. The new facility reduces borrowing cost by around XXX% vs earlier XXXXX% extends repayment tenure to Sept 2030 and is expected to generate XXX Cr savings till FY28. With debt reduction lower finance cost and improved liquidity the"  
[X Link](https://x.com/SumitResearch/status/1975763972511957036) [@SumitResearch](/creator/x/SumitResearch) 2025-10-08T03:23Z 162.3K followers, 10.7K engagements


"PIGL - Power Instrumentation Gujarat wins orders worth Rs XX crores Order book now well above XXX crores. Stock XX PE FY27E. Strong traction expected from Data Center Power EPC BESS segments for the Sector"  
[X Link](https://x.com/SumitResearch/status/1975831357386277036) [@SumitResearch](/creator/x/SumitResearch) 2025-10-08T07:51Z 162.3K followers, 22.9K engagements


"Renewable companies value 👇"  
[X Link](https://x.com/SumitResearch/status/1977279962877984901) [@SumitResearch](/creator/x/SumitResearch) 2025-10-12T07:47Z 162.2K followers, 5952 engagements


"Tata Capital IPO What Next #TataCapital #TataCapitalIPO #TataGroup"  
[X Link](https://x.com/SumitResearch/status/1977694366924681515) [@SumitResearch](/creator/x/SumitResearch) 2025-10-13T11:14Z 162.3K followers, 11.3K engagements


"Good morning 🌞"  
[X Link](https://x.com/SumitResearch/status/1978293346389905481) [@SumitResearch](/creator/x/SumitResearch) 2025-10-15T02:54Z 162.3K followers, 6704 engagements


"Cash Rich Mutual Funds   Fund scheme: Cash % of AUM 1) Parag Parekh Flexicap: XXXXX% 2) SBI Contra: XXXXX% 3) SBI Smallcap: XXXXX% 4) HDFC Focused: XXXXX% 5) HDFC Flexicap: XXXXX% 6) HDFC Smallcap: XXXXX% 7) ICICI Large Cap: XXXX% 8) SBI Focus: XXXX% 9) ICICI prudential value: XXXX% 10) HDFC Midcap: 6.37%"  
[X Link](https://x.com/SumitResearch/status/1978300169692086606) [@SumitResearch](/creator/x/SumitResearch) 2025-10-15T03:21Z 162.3K followers, 84.6K engagements


"Nifty Stock with XX% CAGR 👇"  
[X Link](https://x.com/SumitResearch/status/1978439788450779338) [@SumitResearch](/creator/x/SumitResearch) 2025-10-15T12:36Z 162.3K followers, 5290 engagements


"#Nifty50 Costliest & Cheapest Stocks (PE) Costliest 1) Apollo Hospitals 103x 2) Adani Ent 100x 3) SBI Life 85.3x 4) HDFC Life 84x 5) Tata Consumer 82x 6) Titan 81.8x 7) Divi's Lab 76x 8) Bharti Airtel 72x 9) Britannia 10) Nestle 64x 11) Tech Mahindra 62x 12) HUL 60x 13) Asian Paints 52x 14) L&T 39x 15) Sun Pharma 38x Cheapest 1) BPCL 5x 2) Coal India 8.2x 3) ONGC 8x 4) SBI 12x 5) Tata Motors 12x 6) IndusInd 13x 7) Shriram Finance 15x 8) Axis Bank 15x 9) Hindalco 16x 10) NTPC 18x 11) HDFC Bank 19x 12) ICICI Bank 20x 13) Kotak Bank 20x 14) Power Grid 21x 15) Wipro 25x"  
[X Link](https://x.com/SumitResearch/status/1812815052258619716) [@SumitResearch](/creator/x/SumitResearch) 2024-07-15T11:42Z 162.3K followers, 109.1K engagements


"BofA on Auto 1) Eicher Buy Tgt 7500 2) Maruti Buy Tgt 17000 3) M&M Buy Tgt 4000 4) Bajaj Auto Neutral Tgt 9600 5) Hero Moto Neutral Tgt 5650 6) TVS Neutral Tgt 3725 7) Hyundai Neutral 2700 8) Ola Underperform XX #Auto #Mahindra #maruti #eicher"  
[X Link](https://x.com/SumitResearch/status/1964892497072583130) [@SumitResearch](/creator/x/SumitResearch) 2025-09-08T03:24Z 162.3K followers, 17.5K engagements


"Strong Recovery in BLS International Clarification from Company #BLSInt @BLSintServices"  
[X Link](https://x.com/SumitResearch/status/1977626514704245090) [@SumitResearch](/creator/x/SumitResearch) 2025-10-13T06:44Z 162.3K followers, 12.2K engagements


"No Change in XX Years 1) PNB: -X% 2) Gujarat Pipavav: -XXXX% 3) Huhtamaki: -XXXX% 4) Bank of India: -X% 5) Castrol: +0.50% 6) Delta Corp: -XXXX% 7) Lupin: -XXXX% 8) Wockhardt: -XXXX% 9) Amara Raja: X% 10) Emami: X% 11) Novartis: X% 12) Network 18: X% 13) Atul Auto: X% 14) IOB:+1% 15) Coal India: +1.50%"  
[X Link](https://x.com/SumitResearch/status/1977670581785907248) [@SumitResearch](/creator/x/SumitResearch) 2025-10-13T09:39Z 162.3K followers, 121.1K engagements


"Important Events Today 1) LG Electronics IPO: Record Subscription 2) Earnings Impact: HCL Tech Just Dial 3) Tata Motors: Ex Demerger 4) Tata Investment: Ex Bonus 5) TCS: Ex Dividend 6) Earnings: Nifty Tech Mahindra F&O Segment ICICI Lombard General Insurance ICICI Pru Life Insurance Company IREDA Persistent Systems"  
[X Link](https://x.com/SumitResearch/status/1977932010762256776) [@SumitResearch](/creator/x/SumitResearch) 2025-10-14T02:58Z 162.3K followers, 26.1K engagements


"Thank You Surat 🙏 🙏 Gratitude for This Day Life 🙏 🙏 Thank You @theicai @wirc_icai @MySuratMySMC"  
[X Link](https://x.com/SumitResearch/status/1978412270976950444) [@SumitResearch](/creator/x/SumitResearch) 2025-10-15T10:46Z 162.3K followers, 21.6K engagements


"Brokerage on Eternal *Goldman Sachs:* Target price moves to Rs390 (was Rs360) and we reiterate Buy. *Citi:* Raise TP to Rs440/sh from Rs395. Open 90D short-term positive view. *Jefferies:* We retain BUY and revise PT to Rs480 (INR400). *CLSA:* lift our target price from Rs431 to Rs450. Reiterate HC O-PF. #Eternal #Zomato"  
[X Link](https://x.com/SumitResearch/status/1979024254114148444) [@SumitResearch](/creator/x/SumitResearch) 2025-10-17T03:18Z 162.2K followers, 14.2K engagements


"Eternal at New High Now What 👇"  
[X Link](https://x.com/SumitResearch/status/1979388036648702048) [@SumitResearch](/creator/x/SumitResearch) 2025-10-18T03:24Z 162.2K followers, 6477 engagements


"No Sales No Profit Only Returns"  
[X Link](https://x.com/SumitResearch/status/1980170193872584711) [@SumitResearch](/creator/x/SumitResearch) 2025-10-20T07:12Z 162.3K followers, 6484 engagements