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[@AnshBhilwar](/creator/twitter/AnshBhilwar)
"Top Brokerages on Tech Mahindra Persistent System Icici Lombard Icici Pru Mahindra Finance 📈📉📊 #brokerage #stocksinfocus #investing #trading #results"  
[X Link](https://x.com/AnshBhilwar/status/1978305555992097191) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-15T03:42Z XXX followers, XXX engagements


"📈 Nifty Bank hits All-Time High after XX sessions 🚀 🏦 Index scales past previous peak of 57628.4 (2nd July) to hit a fresh record high today 🔥 Breaks out after more than X months of consolidation 💪 Strong momentum led by HDFC Bank ICICI Bank & Axis Bank #NiftyBank #AllTimeHigh #BankingStocks #Markets #StockMarket"  
[X Link](https://x.com/AnshBhilwar/status/1979051271576523148) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T05:06Z XXX followers, XXX engagements


"Jefferies on India Spirits 🥃 👉 Premiumisation driving strong growth; expect double-digit topline CAGR + margin expansion Stock Calls: ✅ United Spirits (1570 TP): Initiate Buy; risk-reward attractive post XX% correction EPS CAGR XX% (FY2528E) ✅ Radico Khaitan (3590 TP): Initiate Buy; EPS CAGR XX% (FY2528E) ROCE improving ✅ Allied Blenders (620 TP): Initiate Buy; upside strong but execution key #UnitedSpirits #Radico #AlliedBlenders #BrokerageRadar #Stockmarket #stocksinfocus #trading #investing"  
[X Link](https://x.com/AnshBhilwar/status/1967418689483047127) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-09-15T02:42Z XXX followers, XXX engagements


"Jefferies on Pharma 💊📈 👉 Stable trends for top generic (Gx) players except Zydus 👉 Alkem & Zydus see strong surge in Sacubitril Valsartan (Entresto) 👉 Cipla gains in Albuterol Hydrocortisone gRevlimid; launches Paclitaxel 👉 Sun Pharma: strong YoY growth in specialty drugs Ilumya & Cequa 👉 Dr. Reddys: gains in gCiprodex stable gVascepa weak gRevlimid 👉 Zydus soft in gAsacol HD #Pharma #Jefferies #Cipla #SunPharma #DrReddys #Zydus #StockMarket"  
[X Link](https://x.com/AnshBhilwar/status/1976113220650680382) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-09T02:31Z XXX followers, XXX engagements


"European Steel Prices Rise to beenfit Tata Steel🔥 ArcelorMittal has hiked steel prices  December delivery: XXX XXX per tonne January delivery: XXX per tonne Why the hike: The European Union (EU) has introduced new rules to protect local steelmakers. Import quota cut by XX% to XX million tonnes. Any imports beyond the quota will attract a XX% duty. Impact: Higher import costs to benefit European steel producers. Positive for Tata Steel its Europe operations contribute XX% to overall revenue. Rising European prices may lend support to both global and Indian steel prices. #Steel #TataSteel"  
[X Link](https://x.com/AnshBhilwar/status/1977959930117210133) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-14T04:49Z XXX followers, XXX engagements


"LTIMindtree Q2FY26 Highlights 💻📊 💰 Consolidated Profit: 1401 Cr (vs est. 1285 Cr) Up from 1254 Cr QoQ 📈 Revenue: 10394 Cr (vs est. 10251 Cr) Up from 9841 Cr QoQ ⚙ EBIT: 1648 Cr (vs est. 1525 Cr) 📊 EBIT Margin: XXXX% (vs XXXX% in Q1; est. 14.9%) 👩💻 Attrition: XXXX% (down from 14.4%) Employee count: 86447 Active clients: XXX (vs XXX QoQ) 🌍 CC Revenue Growth: +2.4% QoQ +4.4% YoY 💼 Order inflow: $XXX Mn (vs $XXX Mn QoQ) ⚠ Tariff uncertainties impacted consumer energy & manufacturing sectors 💸 Announced interim dividend: 22/share 📅 Record date: XX Oct #LTIMindtree #Earnings #Q2FY26 #IT"  
[X Link](https://x.com/AnshBhilwar/status/1978785009340477493) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-16T11:28Z XXX followers, XXX engagements


"Brokerages on Infosys 💻 (CMP 1471) 📊 CLSA: Maintain Accumulate 🎯 1779 (from 1726) ➡ Positive on long-term deal traction; valuations reasonable vs peers. 📊 JP Morgan: Maintain Overweight 🎯 2000 (from 1900) ➡ Strong deal pipeline; continues to see Infosys as key beneficiary of GenAI-led transformation. 📊 Jefferies: Maintain Buy 🎯 1700 (from 1750) ➡ Q2 in line with XXX% QoQ CC growth & $3.1bn deal wins. ➡ FY26 growth guidance raised to XX% YoY CC; near-term soft patch likely. ➡ Expect X% EPS CAGR over FY2628. 📊 Citi: Maintain Neutral 🎯 1525 ➡ Growth steady but near-term catalysts"  
[X Link](https://x.com/AnshBhilwar/status/1979017046806450422) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T02:50Z XXX followers, XXX engagements


"Brokerages on bullish LTIMindtree 💻 (CMP 5622) 📊 CLSA: 🔼 Upgrade to Accumulate 🎯 6899 (from 5361) ➡ Strong Q2 beat; steady execution under new CEO boosts confidence 🚀 📊 Jefferies: Maintain Hold 🎯 5800 (from 5070) ➡ Growth improving but valuations fair; margins trending up modestly 📈 📊 Citi: Maintain Sell 🎯 4900 (from 4515) ➡ Sees limited upside post recent rally; cautious on near-term growth ⚠ 📊 HSBC: Maintain Buy 🎯 6370 (from 6330) ➡ Q2 beat expectations; fundamentals strengthening 💪 ➡ Medium to long term growth likely 2x faster than large-cap IT peers 📊 Nomura: Maintain"  
[X Link](https://x.com/AnshBhilwar/status/1979017205443436794) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T02:50Z XXX followers, XXX engagements


"Brokerages on Nestl India 🍫 (CMP 1276) 📊 Goldman Sachs: Maintain Neutral 🎯 1225 (from 1150) ➡ Q2 beat estimates with double-digit revenue growth 📈 ➡ X of X segments saw strong volume growth ➡ Margins contracted (GM 230bps YoY EBITDA 100bps) ➡ Expect margin recovery as input costs ease 🛢 📊 Jefferies: Maintain Hold 🎯 1250 (from 1175) ➡ Steady top-line growth but valuation limits upside ⚖ 📊 HSBC: Maintain Hold 🎯 1260 ➡ Q2 revenue +11% YoY vs est. +3%; strong Maggi & confectionery sales 🍜 ➡ Cost inflation cooling off margin support likely ahead 📊 Morgan Stanley: Maintain Underweight 🎯"  
[X Link](https://x.com/AnshBhilwar/status/1979017965119922294) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-17T02:53Z XXX followers, XXX engagements


"Brokerages on Havells India ⚡ (CMP 1491.5) 📊 Jefferies: Maintain HOLD 🎯 1620 ( from 1635) ➡ Near-term demand softness persists; margin stability offers support. 📊 Goldman Sachs: Maintain BUY 🎯 1740 ( from 1720) ➡ Strong product mix healthy electricals demand; sees structural growth ahead. 📊 Citi: Maintain NEUTRAL 🎯 1600 ( from 1750) ➡ Trimmed estimates amid slower recovery in consumer segment. 📊 Nomura: Maintain BUY 🎯 1769 ➡ Confident on medium-term growth led by premiumization & B2C strength. #Havells #BrokerageRadar #FMCG #Electricals #ConsumerDurables #Stockmarket"  
[X Link](https://x.com/AnshBhilwar/status/1980102756082823454) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-20T02:44Z XXX followers, XXX engagements


"Tech Mahindra Q2FY26 Highlights ⚙ Mixed Results 📊 Revenue: 13995 Cr (+4.8% QoQ +5.1% YoY) CC growth +1.6% QoQ 💰 EBIT Margin: XXXX% (+108 bps QoQ) aided by cost optimization & productivity gains 📦 Deal Wins: $XXX Mn vs $XXX Mn YoY strong TCV momentum 👩💻 Headcount: +4197 QoQ to 1.52L; Attrition XXXX% Interim Dividend 15/share 🗣 Concall Takeaways: 🔹 Management confident on FY27 transformation goals (Project Fortius) 🔹 Growth led by BFSI Manufacturing Retail & Logistics 📈 🔹 Communications stabilizing; Europe steady US soft 🔹 AI key focus TechM Orion platform + IndiaAI partnership 🤖 🔹"  
[X Link](https://x.com/AnshBhilwar/status/1978150480724316166) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-14T17:26Z XXX followers, XXX engagements


"Brokerages on Axis Bank 💰 (CMP 1170) 📊 Jefferies: Maintain BUY 🎯 1430 (from 1370) ➡ Q2 profit 5100 Cr (-26% YoY) but above est. ➡ Positives: stable NIMs (-7 bps QoQ) loan/deposit growth +12%/+11% lower slippages ➡ One-offs (1200 Cr RBI provision & XXX Cr PSLC cost) negative but strong core ops offset impact 📊 Nomura: Maintain BUY 🎯 1440 (from 1400) ➡ Strong operational show; loan growth picks up ➡ One-off provisions dragged PAT; credit cost elevated short-term 📊 HSBC: Maintain BUY 🎯 1460 (from 1340) ➡ Loan growth margins & asset quality all strong 💪 ➡ One-off provision disappointing"  
[X Link](https://x.com/AnshBhilwar/status/1978651554984177883) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-16T02:37Z XXX followers, XXX engagements


"Brokerages on Reliance Industries 💼 (CMP 1417) 📊 Goldman Sachs: Maintain BUY 🎯 1795 (from 1750) ➡ Expects strong growth across Digital & Retail; New Energy to be next big driver ⚡ 📊 Nomura: Maintain BUY 🎯 1700 (from 1600) ➡ Positive on earnings recovery & upcoming Jio IPO-led value unlocking 📈 📊 Jefferies: Maintain BUY 🎯 1780 (from 1785) ➡ Minor target trim; sees strong traction in Retail & Energy stable outlook 🔋 📊 Morgan Stanley: Maintain OVERWEIGHT 🎯 1701 ➡ Favors RILs diversified growth engines O2C Digital and New Energy 🌍 📊 Macquarie: Maintain OUTPERFORM 🎯 1650 ➡ Solid"  
[X Link](https://x.com/AnshBhilwar/status/1980102428272861587) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-20T02:43Z XXX followers, XXX engagements


"Brokerages on HDFC Bank 🏦 (CMP 1003) 📊 Nomura: Maintain BUY 🎯 1120 ( from 1095) ➡ Loan growth and margins stabilizing; sees steady earnings momentum. 📊 Morgan Stanley: Maintain OVERWEIGHT 🎯 1225 ➡ Valuations attractive; expects return ratios to improve in FY26. 📊 Jefferies: Maintain BUY 🎯 1240 ( from 1200) ➡ Margins near bottom credit cost benign strong risk-reward ahead. 📊 Bernstein: Maintain OUTPERFORM 🎯 1150 ➡ Retail growth recovery visible; balance sheet remains robust. 📊 CLSA: Maintain ACCUMULATE 🎯 1200 ( from 1100) ➡ Expects gradual re-rating as deposit traction improves."  
[X Link](https://x.com/AnshBhilwar/status/1980103253283975222) [@AnshBhilwar](/creator/x/AnshBhilwar) 2025-10-20T02:46Z XXX followers, XXX engagements