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# ![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::135975969.png) @Ashish_shah72 ASHISH SHAH

ASHISH SHAH posts on X about rs, op, $8604t, colgate the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::135975969/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135975969/c:line/m:interactions.svg)

- X Week XXXXX +208%
- X Month XXXXX +46%
- X Months XXXXXX -XX%
- X Year XXXXXX +82%

### Mentions: XX [#](/creator/twitter::135975969/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135975969/c:line/m:posts_active.svg)

- X Week XXX +105%
- X Month XXX +22%
- X Months XXX +110%
- X Year XXXXX +138%

### Followers: XXX [#](/creator/twitter::135975969/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135975969/c:line/m:followers.svg)

- X Week XXX +0.82%
- X Month XXX +0.96%
- X Months XXX +5.10%
- X Year XXX +14%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::135975969/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135975969/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::135975969/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[rs](/topic/rs) 2.88%, [op](/topic/op) 1.83%, [$8604t](/topic/$8604t) 1.31%, [colgate](/topic/colgate) 1.05%, [$hsbc](/topic/$hsbc) 1.05%, [hdfc life](/topic/hdfc-life) 0.79%, [beverages](/topic/beverages) 0.79%, [acquisition](/topic/acquisition) 0.79%, [dr reddys](/topic/dr-reddys) 0.52%, [titan](/topic/titan) XXXX%

**Top accounts mentioned or mentioned by**
[@sanvai](/creator/undefined)

**Top assets mentioned**
[HSBC Holdings PLC (HSBC)](/topic/$hsbc) [QUALCOMM, Inc. (QCOM)](/topic/$qcom)
### Top Social Posts [#](/creator/twitter::135975969/posts)
---
Top posts by engagements in the last XX hours

"CREDITACCESS GRAMEEN: Q1 CONS NET PROFIT 601M RUPEES VS 3.98B (YOY) Q1 REVENUE 14.6B RUPEES VS 15.12B (YOY) CREDITACCESS GRAMEEN: Q1 GNPA XXXX% VS XXXX% (QOQ) Q1 NNPA XXXX% VS XXXX% (QOQ)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947646009447792855) 2025-07-22 13:12:48 UTC XXX followers, XX engagements


"Nomura on RIL Buy TP Rs 1600 Soft results from O2C & Retail See X growth triggers in near-term 1)Scale-up of new energy biz 2)Tariff hikes for Jio which directly flows into bottomline 3)potential IPO/listing for Jio which has now been pushed beyond 2025"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947132781458518019) 2025-07-21 03:13:25 UTC XXX followers, XX engagements


"JOHNSON CONTROLS: Q1 SL NET PROFIT RUPEES VS 361M (YOY) Q1 REVENUE 8.53B RUPEES VS 9.96B JOHNSON CONTROLS: Q1 EBITDA 364M RUPEES VS 566M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948343705574023351) 2025-07-24 11:25:12 UTC XXX followers, XX engagements


"HSBC on Colgate Hold TP cut to Rs 2600 Q4FY25 had guided for weak H1FY26 but Q1FY26 is weaker than expected; Rev/EBITDA down 4%/11% EBITDA margins declined too even as co controlled its A&P expenses which declined X% yoy in-line with X% yoy rev decline in Q1"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947860719502037333) 2025-07-23 03:25:59 UTC XXX followers, XX engagements


"JAYASWAL NECO INDUSTRIES: Q1 SL NET PROFIT 930M RUPEES VS LOSS 317M (YOY) Q1 REVENUE 16.5B RUPEES VS 14.38B (YOY) JAYASWAL NECO INDUSTRIES: Q1 EBITDA 3.15B RUPEES VS 1.65B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1946232361643032917) 2025-07-18 15:35:28 UTC XXX followers, XXX engagements


"WELSPUN SPECIALTY SOLUTIONS: Q1 SL NET LOSS 8M RUPEES VS PROFIT 19.5M (YOY) Q1 REVENUE 2B RUPEES VS 1.62B (YOY) WELSPUN SPECIALTY SOLUTIONS: Q1 EBITDA 43M RUPEES VS 108.5M (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947646094932119829) 2025-07-22 13:13:09 UTC XXX followers, XX engagements


"Nomura on MGL Buy TP Rs 1580 1Q below estimates on margin miss; volume remained strong at XX% y-y Volume growth guidance cut to high-single digits; unit EBITDA at INR9-9.5/scm STK trading at 13.2x FY27F P/E"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948222248529359219) 2025-07-24 03:22:34 UTC XXX followers, XX engagements


"Nomura on Oberoi Buy TP Rs 2000 Higher confidence on Sector XX Gurugram project launch in 4QFY26F Launches stacked in 2HFY26F; expect pre-sales to grow XX% y-y in FY26F 1QFY26 annuity income up +62% y-y; annuity scale-up on track; roughly a new hotel launch per year from FY27F"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947861183111041375) 2025-07-23 03:27:50 UTC XXX followers, XX engagements


"DAM CAPITAL ADVISORS: Q1 NET PROFIT 1.6M RUPEES VS 220M (YOY) Q1 REVENUE 308M RUPEES VS 444M (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948015816412434432) 2025-07-23 13:42:17 UTC XXX followers, XXX engagements


"CITI on AU Small BK Neutral TP Rs XXX Weak NIM profile (down 38bps to 5.4%) & elevated credit cost (1.97%) led to core earnings miss despite treasury support of Rs3bn & tight cost control Credit cost guidance raised by 10-15bps"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947133865367380378) 2025-07-21 03:17:44 UTC XXX followers, XX engagements


"GS on Colgate Sell TP Rs 2300 Weaker than expected 1Q with X% YoY rev decline (2.5% below GSe) Gross EBITDA declined XX% YoY (4% below GSe) while PAT declined XX% YoY EBITDA decline of XX% YoY despite lowering ad spends as gross margins decline Lower FY26/27 est. by 3%/4%"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947860645288022395) 2025-07-23 03:25:41 UTC XXX followers, XX engagements


"JPM on MGL Neutral TP Rs 1350 1Q adjusted PAT of Rs2.4bn was down XX% YoY & materially behind JPMe. Headline earnings were supported by a Rs1.1bn revenue one-off. Volumes were slightly weaker than expected"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947861022720840098) 2025-07-23 03:27:11 UTC XXX followers, XX engagements


"HDFC LIFE INSURANCE CO: Q1 SL NET PROFIT 5.46B RUPEES VS 4.78B (YOY) Q1 NET PREMIUM INCOME 145B RUPEES VS 125.1B (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1945067199221113064) 2025-07-15 10:25:32 UTC XXX followers, XX engagements


"ONE XX COMMUNICATIONS: Q1 CONS NET PROFIT 1.22b RUPEES VS loss 5.4B (QOQ) Q1 REVENUE 19.2b RUPEES VS 19.1B (QOQ) ONE XX COMMUNICATIONS: Q1 EBITDA PROFIT 715M RUPEES VS LOSS 886M (QOQ) Q1 EBITDA MARGIN 3.73%"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947622801143435762) 2025-07-22 11:40:35 UTC XXX followers, XX engagements


"KEI INDUSTRIES: Q1 SL NET PROFIT 1.96B RUPEES VS 1.5B (YOY) Q1 REVENUE 25.9B RUPEES VS 20.6B (YOY) KEI INDUSTRIES: Q1 EBITDA 2.58B RUPEES VS 2.1B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947646289728180649) 2025-07-22 13:13:55 UTC XXX followers, XX engagements


"SRF: Q1 CONS NET PROFIT 4.32B RUPEES VS 2.52B (YOY); EST 4.21B INLINE ESTIMATES SRF: Q1 EBITDA 8.3B RUPEES VS 6.03B (YOY); EST 8.32B Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY); EST 20.3%"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947951230283850166) 2025-07-23 09:25:39 UTC XXX followers, XX engagements


"DALMIA BHARAT: Q1 CONS NET PROFIT 3.9B RUPEES VS 1.4B (YOY) Q1 REVENUE 36.4B RUPEES VS 36.2B (YOY) DALMIA BHARAT: Q1 EBITDA 8.8B RUPEES VS 6.7B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947646913156698144) 2025-07-22 13:16:24 UTC XXX followers, XX engagements


"JSW INFRA: Q1 CONS NET PROFIT 3.85B RUPEES VS 2.9B (YOY) Q1 REVENUE 12.24B RUPEES VS 10B (YOY) JSW INFRA: Q1 EBITDA 6.17B RUPEES VS 5.07B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947623346276823243) 2025-07-22 11:42:45 UTC XXX followers, XX engagements


"Jefferies on Bajaj Fin Buy TP Rs 1044 In a surprise move BAF's recently appointed MD (Anup Saha in Apr-25) has resigned. Thankfully former MD (Rajeev Jain) is there as Executive VC & will now be VC & MD till Mar-28. Rajeev may pull back on an advisory role for Bajaj Finserv"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947495809311981915) 2025-07-22 03:15:58 UTC XXX followers, XX engagements


"PERSISTENT SYSTEMS: Q1 CONS NET PROFIT 4.25B RUPEES VS 3.96B (QOQ) Q1 REVENUE 33.33B RUPEES VS 32.4B (QOQ) PERSISTENT SYSTEMS: Q1 EBIT 5.18B RUPEES VS 5.05B (QOQ) Q1 EBIT MARGIN XXXXX% VS XXXXX% (QOQ)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947979575818133759) 2025-07-23 11:18:17 UTC XXX followers, XX engagements


"Nomura on HDFC BK Buy TP Raised to Rs 2190 1Q: Steady operating qtr; loan growth to pick-up Steady operating qtr; a tad soft performance on asset quality Expect HDFCB to deliver RoA/ROE of 1.7-1.9%/13-14.5% over FY26-28F Valuing core-bk at 2.3x Jun-27F BVPS"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947133773260407229) 2025-07-21 03:17:22 UTC XXX followers, XX engagements


"ANDHRA CEMENTS: Q1 SL NET LOSS 296M RUPEES VS LOSS 236M (YOY) Q1 REVENUE 995M RUPEES VS 634M (YOY) ANDHRA CEMENTS: Q1 EBITDA GAIN 66M RUPEES VS LOSS 54M (YOY) Q1 EBITDA MARGIN 6.67%"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947266030960807980) 2025-07-21 12:02:54 UTC XXX followers, XX engagements


"FORCE MOTORS: Q1 EBITDA 3.32B RUPEES VS 2.5B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY) FORCE MOTORS: Q1 CONS NET PROFIT 1.76B RUPEES VS 1.16B (YOY) Q1 REVENUE 22.97B RUPEES VS 18.8B (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948026753253068906) 2025-07-23 14:25:45 UTC XXX followers, XX engagements


"Macquarie on Tata Com O-P TP Rs 2200 Announced collaboration with AWS; will connect AWS' infrastructure in Mumbai Hyderabad & Chennai through high-bandwidth low-latency national long-haul network Forecast 11%-18% Rev-EBITDA CAGR (FY25-28e) for Data Services"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947861224559149509) 2025-07-23 03:28:00 UTC XXX followers, XX engagements


"MS on DR Reddys EW TP Rs 1298 Q1 rev Rs85.4bn up XX% YoY Gross margin declined 350bps YoY to XXXX% due to higher generic price erosion & lower operating leverage partly offset by better product mix EBITDA Rs22.2bn up X% YoY & in line PAT was Rs14.2bn up X% YoY"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948221792910528566) 2025-07-24 03:20:46 UTC XXX followers, XX engagements


"Jefferies on Consumer Staples Upgrade VBL HUL & Asian Paints to Buy from U-F; appear as best contra 12M ideas Asian Paints Upgrade to BUY TP Raised to Rs 2830 from Rs 2200 Varun Beverages Upgrade to BUY TP Raised to Rs XXX from Rs 560"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1942784415073198358) 2025-07-09 03:14:34 UTC XXX followers, XXX engagements


"Bernstein on Wealth Managers Initiate O-P on Nuvama TP Rs 9790 Initiate O-P on 360One TP Rs 1410 Initiate Market Perform on Anand Rathi Wealth TP Rs 2580 Rising wealth of Indias uber-rich ($2.7 trillion+ at last count) provides perfect pathway for a multi-year secular scaleup"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948221711721115769) 2025-07-24 03:20:26 UTC XXX followers, XX engagements


"Bernstein on Infosys O-P TP Rs 1820 Delivered a solid quarter beating revenue & orderbook est. Revenue growth of XXX% QoQ CC (+2.2% QoQ organic) was ahead of peers(TCS -X% Wipro -X% HCL flat). Management narrowed FY26 revenue guidance to XX% YoY cc vs (0%-3% YoY cc earlier)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948221955901100138) 2025-07-24 03:21:25 UTC XXX followers, XX engagements


"ORBIT EXPORTS: Q1 CONS NET PROFIT 150M RUPEES VS 98M (YOY) Q1 REVENUE 659M RUPEES VS 519M (YOY) ORBIT EXPORTS: Q1 EBITDA 189M RUPEES VS 151M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948027227922465258) 2025-07-23 14:27:38 UTC XXX followers, XX engagements


"*WHAT HAPPENED OVERNIGHT* - US equities closed at the highs in a quiet session - SPX +0.14% Nasdaq +0.38% - UST 10y yield shed X bps to XXXX% - Dollar Index -XXXX% to XXXXX - Brent Oil -XXX% to $69.00"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947497315939586564) 2025-07-22 03:21:57 UTC XXX followers, XX engagements


"MS on Infosys OW TP Rs 1700 View Infosys's 1Q results as being more balanced vs peers Expect it to deliver F26 revenue growth towards top end of guidance range with margins above midpoint With this Infosys would be strongest EBIT growth co within large-cap coverage in F26"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948222080216182908) 2025-07-24 03:21:54 UTC XXX followers, XX engagements


"RAJRATAN GLOBAL WIRE: Q1 CONS NET PROFIT 135M RUPEES VS 152M (YOY) RAJRATAN GLOBAL WIRE: Q1 EBITDA 309M RUPEES VS 295M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947197070856888727) 2025-07-21 07:28:53 UTC XXX followers, XX engagements


"ACC: Q1 EBITDA 7.7B RUPEES VS 6.77B (YOY); EST 8.11B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY); EST XXXX% MISSES ESTIMATES ACC: Q1 SL NET PROFIT 3.9B RUPEES VS 3.66B (YOY); EST 5.12B"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948290199097921614) 2025-07-24 07:52:35 UTC XXX followers, XX engagements


"SCHLOSS BANGALORE (NEW LIST): Q1 CONS NET PROFIT 88M RUPEES VS LOSS 750M (YOY) SCHLOSS BANGALORE: Q1 EBITDA 1.01B RUPEES VS 663M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947580231717687596) 2025-07-22 08:51:26 UTC XXX followers, XX engagements


"SG FINSERVE: Q1 SL NET PROFIT 245M RUPEES VS 194M (YOY) Q1 REVENUE 648M RUPEES VS 435M (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947646780927266872) 2025-07-22 13:15:52 UTC XXX followers, XX engagements


"RAGHAV PRODUCTIVITY ENHANCERS: Q1 CONS NET PROFIT 117M RUPEES VS 83M (YOY) RAGHAV PRODUCTIVITY ENHANCERS: Q1 EBITDA 159M RUPEES VS 123M (YOY)"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947197125428674666) 2025-07-21 07:29:06 UTC XXX followers, XX engagements


"CLSA on Titan O-P TP Rs 4326 Co entered into an agreement with Damas Int to buy XX% stake for valuation around Rs24.9bn Believe this acquisition will allow Tanishq to build on its presence in GCC especially premium market"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947495682153320462) 2025-07-22 03:15:28 UTC XXX followers, XX engagements


"Macquarie on Financials Upgrade PB Fintech to N from U/P TP Raised to Rs 1945 Downgrades IndusInd Bank to U/P from O/P TP cut to Rs XXX Downgrade Kotak BK to Neutral TP Raised to Rs 2300 & SBI Cards to Neutral TP 1040 Downgrade HDFC Life to U/P TP Rs 720"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1940610592471241053) 2025-07-03 03:16:34 UTC XXX followers, XXX engagements


"Nuvama on AU Small BK Reduce TP Rs XXX A soft quarter in Q1FY26 with a miss on NIM & higherthan-expected delinquencies driven by south-based mortgages & a delayed recovery in MFI Credit cost on credit cards also remained elevated on a downsized book"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1947133818521149513) 2025-07-21 03:17:32 UTC XXX followers, XX engagements


"NESTLE INDIA: Q1 SL NET PROFIT 6.6B RUPEES VS 7.5B (YOY); EST 7.5B NESTLE: Q1 EBITDA 11B RUPEES VS 11.14B (YOY); EST 11.35B Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY); EST 22.3%"  
![@Ashish_shah72 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::135975969.png) [@Ashish_shah72](/creator/x/Ashish_shah72) on [X](/post/tweet/1948262469002219762) 2025-07-24 06:02:24 UTC XXX followers, XX engagements


"GS on Trent Downgrade to Neutral TP cut to Rs 5500 While Zudio continues to grow faster than apparel market(FY25 Zudio sales growth est: 60%; Zudio market share FY24E: XXX% FY25E: 1.5%) pace of market share gains will likely be slower than earlier expected"  
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"COROMANDEL INTERNATIONAL: Q1 CONS NET PROFIT 5.05B RUPEES VS 3.1B (YOY) COROMANDEL INTERNATIONAL: Q1 EBITDA 7.8B RUPEES VS 5.1B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXX% (YOY)"  
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"ZEE ENTERTAINMENT ENTERPRISES: Q1 CONS NET PROFIT 1.4B RUPEES VS 1.2B (YOY) ZEE ENTERTAINMENT ENTERPRISES: Q1 REVENUE 18.25B RUPEES VS 21.3B (YOY) ZEE ENTERTAINMENT ENTERPRISES: Q1 EBITDA 2.34B RUPEES VS 2.70B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXX% (YOY)"  
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"CLSA on Infosys O-P TP Rs 1861 1Q ticked all the right boxes: revenue growth at XXX% CC QoQ better than est. of XXX% EBIT margins at XXXX% was better than est. of XXXX% FY26 revenue growth guidance was revised upwards from earlier 0-3% to now 1-3% (in-line )"  
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"MS on Titan OW TP Rs 3876 Titan's acquisition of Damas is to be funded by a combination of debt cash balances & internal accruals Acquisition should help facilitate Titan's expansion across six GCC countries targeting nationalities and ethnicities other than Indian diaspora"  
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"SML Isuzu reports its Q1 earnings; 👉Net Profit Up XXXX% At XX Cr Vs XX Cr (YoY) 📷Revenue Up XXXX% At XXX Cr Vs XXX Cr (YoY) 📷Margin At XXXX% Vs XXXX% (YoY) 👉"  
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"MS on Havells OW TP Rs 1884 Revenue and earnings missed MSe by XX% and XX% respectively Ex C&W and Lloyd segments revenue growth was -X% and EBIT margin was XXXX% (-120bp). Revenue missed across Lloyd ECD and others; largely in line for C&W switchgear & lighting"  
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"HSBC on HDFC Life Buy TP Rs XXX 1Q: Overall in-line operating performance with healthy APE growth stable margins & operating RoEV of XXXX% New customer acquisition deepening distribution & balanced product mix should aid mid-teens APE growth over FY26-28e"  
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"Kotak Inst Eqt on AU Small Fin BK Downgrade to Sell TP Rs XXX However recent stock price rally has made risk reward proposition less attractive Prefer to play cyclical recovery trade through other stocks where valuation is relatively inexpensive"  
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"Nomura on Persistent Neutral TP Rs 5510 1Q FY26 revenue a mixed bag Deal wins steady; management hinted at slowing decision-making at clients Margin steady helped by lower ESOP charge X% cut in FY26-27F; retain Neutral on rich valuations (trading at 41x FY27F EPS)"  
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"#VodafoneIdea shares bought by another X lakh retail shareholders during the June quarter"  
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"CITI on Colgate Sell TP cut to Rs 2175 from Rs 2300 Weak 1Q revenue/EBITDA declined 4%/11% led by X% decline in vol (est) Expect weak performance to continue in near-term (above mentioned challenges persist in 2Q & potentially only gradually moderate in 2HFY26E)"  
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"HSBC on Varun Beverages Buy TP cut to Rs XXX Weak 2Q vol priced in but main question from investors is whether slowdown is seasonal or structural Changing competitive dynamics healthy for growing soft drink market; VBL should sustain growth in line with industry"  
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"ORACLE FINANCIAL SERVICES SOFTWARE: Q1 CONS NET PROFIT 6.42B RUPEES VS 6.2B (YOY) Q1 REVENUE 18.52B RUPEES VS 17B ORACLE FINANCIAL SERVICES SOFTWARE: Q1 EBITDA 8.46B RUPEES VS 8.47B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
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"HPL ELECTRIC & POWER: Q4 SL NET PROFIT 327M RUPEES VS 132M (YOY); 178M (QOQ) Q4 REVENUE 5.1B RUPEES VS 4.1B (YOY) HPL ELECTRIC & POWER: Q4 EBITDA 739M RUPEES VS 526M (YOY) Q4 EBITDA MARGIN XXXXX% VS XXXXX% (YOY) CO RECOMMENDED DIVIDEND OF X RUPEES PER EQUITY SHARE"  
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"MAS FINANCIAL SERVICES: Q1 CONS NET PROFIT 855M RUPEES VS 717.2M (YOY) CO REPORTS XX% GROWTH IN AUM"  
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"GANESH HOUSING CORP: Q1 CONS NET PROFIT RUPEES 931M VS 1.14B (YOY) GANESH HOUSING CORP: Q1 EBITDA 1.28B RUPEES VS 1.55B (YOY)"  
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"OBEROI REALTY: CO DECLARES INTERIM DIVIDEND OF X RUPEES/SHARE OBEROI REALTY: Q1 CONS NET PROFIT 4.21B RUPEES VS 5.85B (YOY) Q1 REVENUE 9.88B RUPEES VS 14.1B (YOY) OBEROI REALTY: Q1 EBITDA 5.2B RUPEES VS 8.17B (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
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"VINTAGE COFFEE & BEVERAGES: Q1 CONS NET PROFIT 142M RUPEES VS 45M (YOY) Q1 REVENUE 1B RUPEES VS 437M (YOY) VINTAGE COFFEE & BEVERAGES: Q1 EBITDA 180M RUPEES VS 77M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
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"CLSA on ICICI BK O-P TP Rs 1700 Delivered yet another strong quarter with NII/core PPOP beating estimates by 4-7% Notably ICICIB is only bank under coverage so far to report sequential growth in NII despite sharp rate cut environment NIM only down 5bps QoQ"  
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"PREMIER POLYFILM: Q1 SL NET PROFIT 76M RUPEES VS 63M (YOY) Q1 REVENUE 744M RUPEES VS 700M (YOY) PREMIER POLYFILM: Q1 EBITDA 91M RUPEES VS 81M (YOY) Q1 EBITDA MARGIN XXXXX% VS XXXXX% (YOY)"  
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"CYIENT: Q1 CONS NET PROFIT 1.54B RUPEES VS 1.7B (QOQ) Q1 REVENUE 17.12B RUPEES VS 19.1B (QOQ) CYIENT: Q1 EBIT 1.63B RUPEES VS 2.35B (QOQ) Q1 EBIT MARGIN XXXX% VS XXXXX% (QOQ)"  
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"BAJAJ HOUSING FINANCE: Q1 SL NET PROFIT 5.83B RUPEES VS 4.83B (YOY) Q1 REVENUE 26.2B RUPEES VS 22B (YOY)"  
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"Jefferies on DR Reddys U-P TP Rs 1100 1Q missed est. due to lower US sales impacted by QoQ decline in gRevlimid & base business. While other markets delivered in-line with expectations SG&A costs/R&D spend remained elevated"  
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"Motilal Oswal on ICICI bank: remains preferred BUY in the sector with a target price of 1670rs Management commentary: NIMs are expected to remain under pressure in 2Q due to cumulative repo rate cuts by the RBI"  
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"SUPREME PETROCHEM: Q1 SL NET PROFIT 809M RUPEES VS 1.2B (YOY) Q1 REVENUE 13.86B RUPEES VS 15.7B (YOY) SUPREME PETROCHEM: Q1 EBITDA 1.15B RUPEES VS 1.61B (YOY) Q1 EBITDA MARGIN XXXX% VS XXXXX% (YOY)"  
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"Macquarie on Eternal U-P TP Rs XXX Q-Com explosive growth losses contained; FD growth lags Blinkit - While moderation in Q-Com losses is supportive view remains that competitive intensity will remain elevated & as such expect a prolonged period of losses"  
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"#Colgate reports its Q1 earnings; 👉Net Profit At XXX Cr Vs CNBC-TV18 Poll Of XXX Cr 📷Revenue At 1434 Cr Vs CNBC-TV18 Poll Of 1490 Cr 📷Margin At XXXX% Vs CNBC-TV18 Poll Of XXXX% 👉"  
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"HSBC on RIL Buy TP Rs 1630 Earnings supported by one time sale of shares but operationally a bit light on lower O2C & retail UBR led Air Fibre is picking up retail is in its last leg of turning around & co is gearing up to launch new energy"  
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