#  @Dixitagg DIXIT AGGARWAL DIXIT AGGARWAL posts on X about strong, india, tech, dividend the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1526146451390476289/interactions)  - [--] Week [-------] +397% - [--] Month [-------] +72% - [--] Months [---------] +804% - [--] Year [---------] +7,176% ### Mentions: [--] [#](/creator/twitter::1526146451390476289/posts_active)  - [--] Week [--] +11% - [--] Month [--] +22% - [--] Months [---] +302% - [--] Year [---] +490% ### Followers: [-----] [#](/creator/twitter::1526146451390476289/followers)  - [--] Week [-----] +4.80% - [--] Month [-----] +18% - [--] Months [-----] +235% - [--] Year [-----] +3,225% ### CreatorRank: [-------] [#](/creator/twitter::1526146451390476289/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 38.74% [countries](/list/countries) 14.41% [stocks](/list/stocks) 11.71% [technology brands](/list/technology-brands) 9.91% [automotive brands](/list/automotive-brands) 2.7% [currencies](/list/currencies) 1.8% [exchanges](/list/exchanges) 0.9% [financial services](/list/financial-services) 0.9% [events](/list/events) 0.9% [cryptocurrencies](/list/cryptocurrencies) 0.9% **Social topic influence** [strong](/topic/strong) 16.22%, [india](/topic/india) 12.61%, [tech](/topic/tech) #889, [dividend](/topic/dividend) #121, [growth](/topic/growth) 7.21%, [ai](/topic/ai) 6.31%, [core](/topic/core) 6.31%, [microsoft](/topic/microsoft) #871, [tariffs](/topic/tariffs) 5.41%, [debt](/topic/debt) 5.41% **Top accounts mentioned or mentioned by** [@sumitresearch](/creator/undefined) [@grok](/creator/undefined) [@adanionline](/creator/undefined) [@arifmonline](/creator/undefined) [@farukpatel3](/creator/undefined) [@kpgroupgujarat](/creator/undefined) [@dmuthuk](/creator/undefined) [@tradexwhisperer](/creator/undefined) [@nishant84733835](/creator/undefined) [@acmaindia](/creator/undefined) [@cdslindia](/creator/undefined) [@titanwatches](/creator/undefined) [@adeparimal](/creator/undefined) [@jaywriters](/creator/undefined) [@darshanvmehta1](/creator/undefined) [@gautamadani](/creator/undefined) [@adanikaran](/creator/undefined) [@blsintservices](/creator/undefined) [@blsintcare](/creator/undefined) [@hindenburgres](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [NVR, Inc. (NVR)](/topic/nvr-inc) [Meta Platforms, Inc. (META)](/topic/meta-platforms) ### Top Social Posts Top posts by engagements in the last [--] hours "HIGH MUTUAL FUND EXPOSURE TO IT AMID ONGOING SECTOR CORRECTION [--]. SBI Nifty [--] ETF Infosys : [----] Cr [--]. SBI Nifty [--] ETF TCS : [----] Cr 3.Parag Parikh HCL Tech : [----] Cr 4.Motilal Oswal Midcap Persistent : [----] Cr 5.Motilal Oswal Midcap Coforge : [----] Cr 6.Kotak Midcap Mphasis : [----] Cr [--]. SBI Nifty [--] ETF Tech Mahindra : [----] Cr [--]. HDFC Smallcap Eclerx : [----] Cr [--]. SBI Nifty [--] ETF Wipro : [----] Cr [--]. Kotak Midcap OFSS : [----] Cr #MutualFunds #ITStocks #SectorCorrection #MarketRisk #PortfolioWatch #EquityMarkets #EarningsCycle #InvestorCaution" [X Link](https://x.com/Dixitagg/status/2022591605572850027) 2026-02-14T08:39Z [----] followers, [----] engagements "Do watch our Podcast on with @FarukPatel3 Sir . Congratulations to @SumitResearch Sir and his team . More Podcasts unwinding soon . βπ» https://www.youtube.com/watchv=JQajI2F3pIM Delighted to spend a full day with the Solar King @FarukPatel3 Chairman of @kpgroupgujarat at Sudi Bharuch. The interaction offered deep insights into Indias rapidly evolving renewable energy landscape. With a clear long-term vision on Indias clean energy transition https://t.co/AKxmE5sq4I https://www.youtube.com/watchv=JQajI2F3pIM Delighted to spend a full day with the Solar King @FarukPatel3 Chairman of" [X Link](https://x.com/Dixitagg/status/2022654390193262942) 2026-02-14T12:49Z [----] followers, [----] engagements "PIDILITE Q2 FY26 CONCALL Revenue: [----] cr UVG: 10.3% (value +10.4%) C&B: UVG 10.4% back to double-digit growth after [--] quarters B2B: UVG 9.9%; domestic mid-teens exports dragged by geopolitics & tariffs FOR MORE DETAILS π½ #fevicol #PIDILITIND https://sumitresearch.com/pidilite-q2fy26-management-concall-update/ https://sumitresearch.com/pidilite-q2fy26-management-concall-update/" [X Link](https://x.com/Dixitagg/status/2001519566191763866) 2025-12-18T05:07Z [----] followers, [----] engagements ": COMPANIES : % DEBT REDUCED IN LAST [--] YEARS YATHARTH HOSPITALS : 95% FINE ORGANICS : 94% CG POWER : 88% BLS E-SERVICES : 53% TRENT : 52% VARUN BEVERAGES : 45% RR KABEL : 45% PI INDUSTRIES : 41% KEI INDUSTRIES : 39% INOX WIND : 37% NO BUY / SELL RECOMMENDATION . @SumitResearch @dmuthuk #StockMarketIndia #debt #BSE #nseindia https://twitter.com/i/web/status/2004096431314108535 https://twitter.com/i/web/status/2004096431314108535" [X Link](https://x.com/Dixitagg/status/2004096431314108535) 2025-12-25T07:46Z [----] followers, 35K engagements "FALL FROM [--] WEEK HIGH WENDT : -55% NACL : -40% SHANTHI GEARS : -31% TUBE INVESTMENTS : -33% CG POWER : -27% CARBORUNDUM UNIVERSAL : -27% EID PARRY : -25% CHOLAMANDALAM HOLDINGS : -20% COROMANDEL INTERNATIONAL : -15% CHOLAMANDALAM INVESTMENT : -7% No Recommendation to Buy/ Sell. #muruguppa #cholamandalam https://twitter.com/i/web/status/2011338172236697879 https://twitter.com/i/web/status/2011338172236697879" [X Link](https://x.com/Dixitagg/status/2011338172236697879) 2026-01-14T07:22Z [----] followers, 55.6K engagements "GROWTH IS TEMPORARY DIVIDEND IS FOREVER. πΈ 1.HCL Technologies Limited Mahindra Limited 3.Hindustan Unilever Limited 4.HeidelbergCement India Limited 5.Colgate-Palmolive (India) Limited 6.Britannia Industries Limited 7.Nestl India Limited 8.Castrol India Limited 9.Snowman Logistics Limited 10.Gujarat Pipavav Port Limited Companies distributing 80%+ Profits in dividends . #dividends #GrowthMindset #StockMarketIndia @SumitResearch @dmuthuk http://2.Tech http://2.Tech" [X Link](https://x.com/Dixitagg/status/2012740640531243199) 2026-01-18T04:15Z [----] followers, 18.4K engagements "FEW SUBSIDIARY IPOs FOR [----] EXPECTED Parent : Subsidiary (IPO) [--]. Reliance Industries : Reliance Retail / Reliance Jio [--]. HDFC Bank : HDFC Ergo 3.Kotak Mahindra Bank : Kotak AMC 4.Hero MotoCorp : Hero FinCorp 5.Greaves Cotton : Greaves Electric Mobility 6.Prestige Estates : Prestige Hospitality Ventures [--]. SBI : SBI Mutual Fund 8.Amber Enterprises : ILJIN Electronics 9.NHPC : NHPC Renewable 10.ONGC : ONGC Green 11.LIC : LIC Mutual Fund 12.Lemon Tree Hotels : Fleur Hotels #IPOAlert #ipo #Reliance #HDFCBank https://twitter.com/i/web/status/2013820856619901203" [X Link](https://x.com/Dixitagg/status/2013820856619901203) 2026-01-21T03:48Z [----] followers, 19.5K engagements "FROM INDIA TO WALL STREET: MUTUAL FUNDS GO GLOBAL 1.Franklin US Opportunities Equity Fund 2.Edelweiss US Technology Equity Fund 3.Edelweiss Greater China Equity Offshore Fund 4.ICICI Prudential US Bluechip Equity Fund 5.ICICI Prudential NASDAQ [---] Index Fund 6.ICICI Prudential Strategic Metal & Energy Equity Fund 7.Axis Global Equity Alpha Fund 8.Axis Greater China Equity Fund 9.Axis Global Innovation Fund 10.Kotak Global Innovation Overseas Equity Omni Fund 11.Franklin Asian Equity Fund 12.ABSL Global Emerging Opportunities Fund 13.ABSL International Equity Fund 14.ABSL Global Excellence" [X Link](https://x.com/Dixitagg/status/2014189747498045890) 2026-01-22T04:13Z [----] followers, 29.9K engagements "TOP [--] ASSETS IN THE WORLD 1.REAL ESTATE $671 TRILLION 2.OIL $108. TRILLION 3.CHINESE YUAN $48 TRILLION $33 TRILLION DOLLAR $22 TRILLION 6.EURO $18 TRILLION 7.COPPER $16 TRILLION 8.NATURAL GAS $11 TRILLION 9.JAPANESE YEN $8 TRILLION 10.SILVER $5.5 TRILLION No listed company in Top [--]. #RealEstate #RealEstateInvesting #oilandgas #GOLD #SilverPrice #copper http://5.US http://4.GOLD http://5.US http://4.GOLD" [X Link](https://x.com/Dixitagg/status/2015278877632045482) 2026-01-25T04:21Z [----] followers, 10.3K engagements "HIDDEN PERKS OF BEING A SHAREHOLDER [--]. Reliance HN Hospital: 15% discount 2.Titan: 1015% discount on accessories 3.Metro Brands: 15% discount on products 4.Apollo Hospitals: Discount on Pharma products 5.Relaxo: 30% discount on products 6.Bata: 20% discount on products 7.Indian Hotels : 25% discount on spa & dining 8.Hawkins: 25% discount on products 9.Raymond: 15% discount on products 10.Trident: 25% discount on products 11.Ugar Sugar: [--] kg sugar free annually #StockMarketIndia #perks #Stocks #reliancefamilyday2025 #tatacap https://twitter.com/i/web/status/2015746756957683926" [X Link](https://x.com/Dixitagg/status/2015746756957683926) 2026-01-26T11:20Z [----] followers, 230.2K engagements "BIG TECH EARNINGS [--]. TESLA Q4 [----] EARNINGS: - $24.90B Revenue 3% YoY - $0.50 Adj. EPS 17% YoY - [------] Vehicle Deliveries 16% YoY - Record [----] GWh Energy Storage Deployments - Gross Margin at 20.1% - Free Cash Flow $1.42B - Invested $2B in Elons xAI [--]. META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY [--]. MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B $TSLA $MSFT $META #tesla #Elon_Musk #Meta" [X Link](https://x.com/Dixitagg/status/2016678530676060259) 2026-01-29T01:03Z [----] followers, [----] engagements "MIDCAP COMPANIES WITH STRONG CASH FLOWS. 1.Biocon 2.Coforge 3.Endurance Tech 4.Gland Pharma [--]. Hitachi Energy 6.JSW Energy 7.KEI Inda 8.Premier Energies 9.Sona BLW 10.Zydu Life Science No Buy/sell Recommendation #cash #cashflow #StocksInFocus #nse #bse https://twitter.com/i/web/status/2016761315768094967 https://twitter.com/i/web/status/2016761315768094967" [X Link](https://x.com/Dixitagg/status/2016761315768094967) 2026-01-29T06:32Z [----] followers, [----] engagements "I had the opportunity to attend ACMA Automechanika New Delhi held at Yashobhoomi (IICC) Delhi. During the event I had the chance to reconnect with the promoters of EMMFORCE AUTOMr. Ashok Meht Sir and his son Mr. Aziz Mehta. EMMFORCE AUTO is a niche automotive components manufacturer specializing in high-precision drivetrain parts for four-wheel-drive and racing vehicles. The company is a major exporter particularly to the USA. @ACMAIndia #automotive #automobile https://twitter.com/i/web/status/2019620479087309060 https://twitter.com/i/web/status/2019620479087309060" [X Link](https://x.com/Dixitagg/status/2019620479087309060) 2026-02-06T03:53Z [----] followers, [---] engagements "TD POWER CONCALL Q3FY26 #power #AI https://twitter.com/i/web/status/2019781942934491147 https://twitter.com/i/web/status/2019781942934491147" [X Link](https://x.com/Dixitagg/status/2019781942934491147) 2026-02-06T14:35Z [----] followers, [----] engagements "INDIA US TRADE AGREEMENT: INDIA SECURES GROWTH WHILE SHIELDING AGRICULTURE. 1.Agriculture ring-fenced no market opening in fruits vegetables grains or pulses 2.Dairy remains closed protection for small farmers and cooperatives continues security preserved no tariff cuts on core staples 4.Agri exports improve smoother approvals and faster access to the US market 5.Rural economy supported benefits for MSMEs food processing and allied sectors 6.Export advantage lower tariffs for Indian goods without added pressure on farmers Net result: Trade expansion without risking Indias farm sector." [X Link](https://x.com/Dixitagg/status/2020012992369442903) 2026-02-07T05:53Z [----] followers, [----] engagements "CDSL Q2FY26 CONCALL Standalone (core depository) remains the engine: 9M FY26 PAT +5% YoY Q3 PAT +14% YoY Volume-linked and annuity-like revenues intact Consolidated weakness is subsidiary-led not core: 9M consolidated PAT -12% YoY CVL (KRA) PAT -54% YoY main drag CVL risk still unresolved: Revenue sharply lower while costs stayed elevated Management confident on KRA relevance vs CKYC but no clear earnings recovery visibility yet Technology costs = new normal: Spend driven by surge-capacity cyber security and regulatory upgrades Management unwilling to guide normalization structural margin cap" [X Link](https://x.com/Dixitagg/status/2020740201379922307) 2026-02-09T06:03Z [----] followers, [----] engagements "ACTION CONSTRUCTION Q3FY26 CONCALL Q3FY26: Revenue [---] cr (flat YoY); PAT +8% YoY on margin expansion Margins: EBITDA 18.5% (+74 bps YoY) despite [---] cr one-off labour provision 9MFY26: Revenue -3% YoY but PAT +11%; EBITDA margin +186 bps Sequential trend: Q3 revenue +15% QoQ; clear post-CEV recovery Mix: Construction equipment 90% revenue 20% margin; agri margins weak FY26 guidance: Topline flattish margins better; volumes slightly lower Competition: China pressure only in heavy cranes; core cranes insulated Policy tailwinds: Govt capex + upcoming CIE (PLI-like) scheme Strategy:" [X Link](https://x.com/Dixitagg/status/2021079898392232332) 2026-02-10T04:32Z [----] followers, [----] engagements "TITAN Q3FY26 RESULTS Strong YoY growth across key metrics: Net Profit at [----] Cr up 48.5% YoY Revenue at [-----] Cr registering 40% growth EBITDA at [----] Cr up 54.7% YoY Margins expanded by [---] bps to 10.4% Stock trading at ALL TIME HIGHS . #TITAN #tata #GOLD @titanwatches https://twitter.com/i/web/status/2021206288257122569 https://twitter.com/i/web/status/2021206288257122569" [X Link](https://x.com/Dixitagg/status/2021206288257122569) 2026-02-10T12:55Z [----] followers, [----] engagements "RRP SEMICONDUCTOR ZERO REVENUEMULTIBAGGER STOCK . Revenue: [--] the company believes in minimalism. Profits: [--] consistency is key. Core business: still in the imagination phase. Cash flows: invisible to the naked eye. Valuation: driven by hope hype and momentum. Fundamentals: postponed not cancelled. Market lesson: prices can run far ahead of businesses. A classic reminder that in bull markets stories often compound faster than earnings. Revenue: [--] Profits: [--] Operations: optional #MultiBagger https://twitter.com/i/web/status/2021625810860618050" [X Link](https://x.com/Dixitagg/status/2021625810860618050) 2026-02-11T16:42Z [----] followers, [----] engagements "THESE COMPANIES MAKE MORE PROFIT THAN MOST COUNTRIES [--] 1.Alphabet (Google): [-------] crore [--]. Apple: [-------] crore [--]. Microsoft: [------] crore 4.NVIDIA: [------] crore 5.Saudi Aramco: [------] crore [--]. Amazon: [------] crore 7.Berkshire Hathaway: [------] crore 8.Meta Platforms: [------] crore [--]. JPMorgan Chase: [------] crore 10.TSMC: [------] crore #Google #applemedia #Microsoft #aramco #Metaverse #Amazon #SemiconductorTech https://twitter.com/i/web/status/2021797250771632429 https://twitter.com/i/web/status/2021797250771632429" [X Link](https://x.com/Dixitagg/status/2021797250771632429) 2026-02-12T04:03Z [----] followers, [----] engagements "NIFTY IT INDEX DOWN BY 5% TCS:-5% INFOSYS:-5% COFORGE:-5% LTIM:-4% TECH MAHINDRA:-4% Is AI the real threat that street has realised now Dividend and Buyback playing the spoiler SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore" [X Link](https://x.com/Dixitagg/status/2021798883953979786) 2026-02-12T04:09Z [----] followers, [----] engagements "TECH RUNS THE WORLD HERES THE PROOF TOP [--] COMPANIES MARKET CAP 1.NVIDIA: [---] lakh crore 2.Alphabet: [---] lakh crore [--]. Apple: [---] lakh crore [--]. Microsoft: [---] lakh crore [--]. Amazon: [---] lakh crore 6.TSMC: [---] lakh crore 7.Meta Platforms: [---] lakh crore 8.Broadcom: [---] lakh crore 9.Saudi Aramco: [---] lakh crore 10.Tesla: [---] lakh crore #nvidia #Google #AmazonPrime #tesla https://twitter.com/i/web/status/2022160167014740388 https://twitter.com/i/web/status/2022160167014740388" [X Link](https://x.com/anyuser/status/2022160167014740388) 2026-02-13T04:05Z [----] followers, [----] engagements "@AdeParimal Indian IT - we will give you dividend and buy backs . Markets - we will wipe out [--] lakh crore market cap . Peak Indian IT VIBES " [X Link](https://x.com/Dixitagg/status/2022187589562978772) 2026-02-13T05:54Z [----] followers, [---] engagements "@grok @Jay_writers Thank you @grok #factcheck" [X Link](https://x.com/Dixitagg/status/2022228485067215338) 2026-02-13T08:36Z [----] followers, [--] engagements "@darshanvmehta1 TCS built its FIRST AI MODEL" [X Link](https://x.com/Dixitagg/status/2022266228749054377) 2026-02-13T11:06Z [----] followers, [----] engagements "ADANI GROUP:NOT A COMPANY AN EMPIRE IN MOTION [--]. Ports & Terminals Adani Ports and SEZ Adani Container Terminal Adani International Container Terminal Adani Ennore Container Terminal Adani Vizhinjam Port Adani Hazira Port Adani Dhamra Port Adani Krishnapatnam Port Adani Gangavaram Port Adani Mundra Port Adani Kattupalli Port Adani Harbour Services Adani Port Infrastructure Adani Ports Logistics [--]. Logistics Adani Logistics Adani Agri Logistics Adani Railways Transport Adani Logistics Infrastructure Adani Warehousing Adani Shipping Adani Road Transport Adani Logistics Services [--]. Power &" [X Link](https://x.com/Dixitagg/status/2022928463989203207) 2026-02-15T06:58Z [----] followers, 14.6K engagements ". [--]. BERKSHIRE HATHAWAY CLASS A [--------] [--]. LINDT & SPRNGLI AG (REGISTERED SHARES) [--------] [--]. NVR INC. [------] [--]. BOOKING HOLDINGS INC. [------] 5.SEABOARD CORPORATION [------] 6.AUTOZONE INC. [------] 7.MARKEL GROUP INC. [------] [--]. FIRST CITIZENS BANCSHARES CLASS A [------] [--]. WHITE MOUNTAINS INSURANCE GROUP [------] [--]. MERCADOLIBRE INC. [------] NOTE: βFor conversion [--] USD= [--] INR is used . βAbove data does not compare valuations . βAbove price is for [--] share . NO RECOMMENDATION. #berkshire #lindt #markel #nvr #equity https://twitter.com/i/web/status/1999704926461788479" [X Link](https://x.com/Dixitagg/status/1999704926461788479) 2025-12-13T04:56Z [----] followers, [----] engagements "The great INDIAN BUYBACK and DIVIDEND Theory . SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is" [X Link](https://x.com/Dixitagg/status/2022173441080930460) 2026-02-13T04:58Z [----] followers, [----] engagements "( - ) 1.Action Construction 2.Ador Welding 3.Aegis Logistics 4.Alembic Pharma 5.Allied Blenders 6.Asahi Glass 7.Astral 8.Bliss GVS Pharma 9.CEAT 10.Choice International 11.Cupid 12.DB Corp 13.Enviro Infra 14.Haldyn Glass 15.Hariom Pipe 16.Indegene 17.Insolation Energy 18.Jubilant Pharmova 19.Khaitan Chemical 20.Kilburn Engg 21.Kross [--]. La Opala 23.Maharashtra Seamless [--]. Man Infra 25.Manaksia Aluminium 26.Nahar Poly 27.NIBE 28.Paisalo Digital 29.Paradeep Phosphate 30.Paushak 31.Pitti Engg 32.Power Mech 33.Rain Industries 34.Royal Orchid Hotel 35.Sarla Performance 36.SEAMEC Ltd 37.Senores" [X Link](https://x.com/anyuser/status/1973306862519935178) 2025-10-01T08:39Z [----] followers, 47.7K engagements "// 1.AARTI PHARMA 2.ADITYA VISION 3.AURIONPRO SOLUTION 4.AXISCADES TECH 5.BIRLASOFT 6.COHANCE LIFE 7.DODLA DAIRY 8.GLOBUS SPIRIT 9.MASTEK 10.MOSCHIP TECH 11.NATCO PHARMA 12.PARAG MILK ELECTROPLAST 14.POLYCAB 15.SALZER ELECTRONICS 16.SHAILY ENGG 17.SIGACHI INDS 18.VASCON ENGG INDS 20.VPRPL Above includes Block deals/ Open Market Selling . No BUY/SELL recommendation @SumitResearch #StockMarketIndia #Nifty #Sensex #Investing #Trading #ShareMarket #promoter #MarketUpdate #Finance #BSE #nseindia http://19.VIP http://13.PG http://19.VIP http://13.PG" [X Link](https://x.com/anyuser/status/1974733315681947945) 2025-10-05T07:08Z [----] followers, 15.3K engagements ". AARTI PHARMALAB ADITYA VISION HEALTHCARE GLOBAL INDIGO POLYCAB TD POWER TIMEX USHA MARTIN Above include Promoter selling in Open market / block bulk deals. No recommendation to Buy/ Sell. @SumitResearch #PromoterSelling #NewAllTimeHigh #MarketMomentum #BullRun #StockMarketIndia #PromotersExitStocksRise #EquityRally #SmartMoneyMoves" [X Link](https://x.com/anyuser/status/1981988687316668545) 2025-10-25T07:38Z [----] followers, [----] engagements "& [--] Oct [----] Nifty slipped 15% right after the visit [--] Dec [----] Nifty dropped 4% during the visit [--] Dec [----] Nifty eased 1.5% [----] Dec [----] Nifty fell 5% [--] Oct [----] Nifty corrected 5% [--] Dec [----] Nifty down 3.5% [--] Dec [----] 7th visit lined up. #Russia #putin #modi" [X Link](https://x.com/anyuser/status/1996448261331390871) 2025-12-04T05:15Z [----] followers, 744.9K engagements "1. SHRIRAM MUFG: [-----] CR 2.RBL BANK EMIRATES NBD: [-----] CR 3.YES BANK SMBC: [-----] CR 4.SAMMAAN CAPITAL IHC: [----] CR 5.IDFC FIRST BANK WARBURG & ADIA: [----] CR #ShriramFinance #MUFG #rblbank #nbfc https://twitter.com/i/web/status/2001942024321479153 https://twitter.com/i/web/status/2001942024321479153" [X Link](https://x.com/Dixitagg/status/2001942024321479153) 2025-12-19T09:05Z [----] followers, 15.7K engagements "SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is investing in AI to CREATE FUTURE REVENUE. Indian IT is using AI to PROTECT CURRENT MARGINS. Same technology. Different priorities. Very different futures. #Technology #ArtificialInteligence #nasdaq #Amazon #googlegemini https://twitter.com/i/web/status/2019632588697268337 https://twitter.com/i/web/status/2019632588697268337" [X Link](https://x.com/Dixitagg/status/2019632588697268337) 2026-02-06T04:41Z [----] followers, 24.8K engagements "BET AGAINST AI AT YOUR OWN RISK β ANTHROPIC NO OF EMPLOYEES [----] REVENUE PER EMPLOYEE: [--] CRORE META PLATFORMS NO OF EMPLOYEES [-----] REVENUE PER EMPLOYEE: [--] CRORE MICROSOFT NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [----] CRORE ACCENTURE NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKH INFOSYS NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKHS TCS NO OF EMPLOYEES [------] REVENUE PER EMPLOYE: [--] LAKH WIPRO NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKH AI REPLACES HEADCOUNT WITH INTELLIGENCE. #NASDAQ100 #AI #TCS https://twitter.com/i/web/status/2022207776353878407" [X Link](https://x.com/Dixitagg/status/2022207776353878407) 2026-02-13T07:14Z [----] followers, 92K engagements "PUBLIC SELLING. INSTITUTIONS BUYING. SMART MONEY AT WORK. STOCKS BOUGHT BY FII/DII IN Q3FY26 [--]. BSE [--]. Swiggy [--]. RBL Bank L [--]. Jamna Auto Industries [--]. CDSL [--]. Anand Rathi Wealth [--]. Craftsman Automation [--]. Can Fin Homes [--]. Latent View Analytics [--]. Repco Home Finance FII-DII Note : Above does not include Preferential /Promoter Selling etc #FII #DII #StocksToWatch https://twitter.com/i/web/status/2022489824343826473 https://twitter.com/i/web/status/2022489824343826473" [X Link](https://x.com/Dixitagg/status/2022489824343826473) 2026-02-14T01:55Z [----] followers, 28K engagements "BLS INTERNATIONAL Q3FY26 CONCALL Financials Q3FY26: Revenue [---] cr (+44% YoY) EBITDA [---] cr (+25%) PAT [---] cr (+33%) 9MFY26: Revenue [----] cr (+46%) EBITDA [---] cr (+35%) PAT [---] cr (+36%) Cash & returns Cash & equivalents [----] cr (up QoQ) Interim dividend 2/share; management reiterated steady payout intent Visa & Consular (core business) Q3 revenue [---] cr (+20%) applications [----] lakh (+18%) EBITDA [---] cr 40% margin (+275 bps YoY) Net revenue per application [----] (+19%) Margin expansion driven by shift from partner-led to self-managed model Strong wins: Slovakia (global) MEA IndiaChina Cyprus" [X Link](https://x.com/Dixitagg/status/2022695488387265003) 2026-02-14T15:32Z [----] followers, [----] engagements "@TradexWhisperer Any other pick with current valuations to play this theme" [X Link](https://x.com/Dixitagg/status/2022696369186820492) 2026-02-14T15:36Z [----] followers, [----] engagements "THIS IS WHAT HAPPENS WHEN YOU DONT PANIC SELL. [--]. BALU FORGE INDUSTRIES MCAP [--] YEARS AGO: [----] Cr MCAP NOW: [----] Cr RETURN: [-----] [--]. SG MART MCAP [--] YEARS AGO: [----] Cr MCAP NOW: [----] Cr RETURN: [----] [--]. WAAREE RENEWABLE TECH MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. HINDUSTAN FOODS MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. CHOICE INTERNATIONAL MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [-----] Cr RETURN: [---] [--]. TIPS INDUSTRIES MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. OLECTRA GREENTECH MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. LLOYDS" [X Link](https://x.com/Dixitagg/status/2022963639171547494) 2026-02-15T09:18Z [----] followers, 28.9K engagements "GOOD RESULTS BY KP GROUP KPI GREEN ENERGY Strong Q3 with margin expansion Highest-ever Revenue EBITDA PBT & PAT Revenue: [---] cr 45% YoY (Q2: [---] cr) EBITDA: [---] cr 73% YoY PBT: [---] cr (Q2: [---] cr) PAT: [---] cr (Q2: [---] cr) 9M PBT: [---] cr 9M PAT: [---] cr KP ENERGY Best-ever Q3 revenue EBITDA PBT & PAT with strong margin expansion Revenue: [---] cr 63% YoY (Q2: [---] cr) EBITDA: [--] cr 75% YoY PBT: [--] cr 69% YoY (Q2: [--] cr) PAT: [--] cr 59% YoY (Q2: [--] cr) 9M PBT/PAT: [---] cr / [---] cr Growth visibility: [--] GW multi-year order pipeline @FarukPatel3 @kpgroupgujarat Delighted to spend a full day with the" [X Link](https://x.com/Dixitagg/status/2013869587671196152) 2026-01-21T07:01Z [----] followers, [----] engagements "RADICO KHAITAN Q3FY26 RESULT Revenue surged to [-------] Cr from [-------] Cr marking a 22.1% YoY and 7.3% QoQ growth. PBT (excluding exceptional items) rose sharply to [------] Cr from [------] Cr up 66.4% YoY and 16.0% QoQ. PAT increased to [------] Cr versus [-----] Cr registering a strong 62.3% YoY and 11.0% QoQ growth. Exceptional loss for the quarter: [----] Cr. #radico #consumption https://twitter.com/i/web/status/2014270714296385798 https://twitter.com/i/web/status/2014270714296385798" [X Link](https://x.com/Dixitagg/status/2014270714296385798) 2026-01-22T09:35Z [----] followers, [----] engagements "ADANI ENERGY SOLUTIONS Q3FY26 RESULTS Revenue [----] Cr +16% YoY EBITDA [----] Cr +21% YoY PBT [---] Cr +43% YoY PAT down 8% YoY (base impact of one-time tax benefit last year) Adjusted PAT +30% YoY Cash Profit [----] Cr +23% YoY Key Business Updates: β Transmission availability at 99.7% (best-in-class) β Project pipeline under construction: [-----] Cr β Near-term transmission bidding opportunity [--] lakh Cr β Mumbai & Mundra distribution stable; losses at 4.03% β Smart meters installed [----] lakh; [--] crore+ by FY26 end β Smart metering pipeline [----] Cr meters (29500 Cr revenue) 9M FY26 capex at [----] Cr" [X Link](https://x.com/Dixitagg/status/2014291724601049235) 2026-01-22T10:59Z [----] followers, [----] engagements "3 YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL STOCK RETURN:50% REVENUE: 60% PROFIT: 100% 3.ADANI GREEN STOCK RETURN:105% REVENUE: 39% PROFIT: 86% 4.ADANI POWER STOCK RETURN:400% REVENUE: 10% PROFIT: -45% 5.ADANI ENTERPRISES STOCK RETURN:100% REVENUE: -0.5% PROFIT: 160% 6.ADANI TOTAL GAS STOCK RETURN:5% REVENUE: 22% PROFIT: -3% 7.ACC STOCK RETURN:8% REVENUE: 20% PROFIT: 46% 8.AMBUJA CEMENTS STOCK" [X Link](https://x.com/Dixitagg/status/2014559242842477035) 2026-01-23T04:42Z [----] followers, 58.9K engagements "INFOSYS Q3FY26 CONCALL Revenue growth re-accelerated: +2.2% QoQ CC +2.9% YoY; H1 revenue crossed $10 bn. FY26 guidance tightened to 23% CC growth; margin guidance unchanged at 2022%. H2 expected to be seasonally weaker; macro environment remains uncertain. Growth driven largely by realizations; volumes continue to remain soft. Strong deal momentum: Q2 large deal TCV $3.1 bn; H1 $6.9 bn majority net new. $1.6 bn UK NHS mega deal announced post Q2; 100% net new ramp-up begins this year. Financial Services & Manufacturing outperform; Retail and Hi-Tech remain cautious. Operating margin 21%" [X Link](https://x.com/Dixitagg/status/2014631514794033640) 2026-01-23T09:29Z [----] followers, [----] engagements "HINDUSTAN ZINC -Q1FY26 CONCALL Q3 FY26: Execution + Margin Peak Management called Q3 one of the strongest quarters ever with record Q3 mined & refined metal 5-yr low zinc COP and all-time-high Revenue / EBITDA / PAT for both Q3 & 9M. Silver has become a key profit driver (44% of profits) on higher output and a 75% YoY price rally; FY26 silver guidance [---] [--] tons reiterated with Q4 expected to outperform Q3. 2x growth capex moves into execution: EPC partners locked; groundwork started for Debari integrated smelter and Rampura Agucha tailings reprocessing. Balance sheet inflection: Net cash" [X Link](https://x.com/Dixitagg/status/2014999125226570214) 2026-01-24T09:50Z [----] followers, 16.4K engagements "CLARIFICATION FROM ADANI GROUP @AdaniOnline #AdaniGroup #adaniports #adani [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m" [X Link](https://x.com/Dixitagg/status/2015009302122270862) 2026-01-24T10:30Z [----] followers, 28.7K engagements "DALMIA BHARAT Q3FY26 CONCALL Volumes [---] Mt (+9.5% YoY); strong 10% growth. Trade mix 62% (temporary; to normalize to mid/high-60s). Revenue +10% YoY; pricing weak (NSR -4% QoQ). EBITDA [---] cr (+18% YoY); 823/ton. Logistics cost -5.6% YoY; 4550/ton cost savings achieved. Incentives run-rate guided [---] cr; net debt/EBITDA 0.6x. Capacity on track to [----] MTPA; long-term [------] MTPA by [----]. Mgmt thesis: cost + scale pricing price upside optional. #cement #Infrastructure #Growth https://twitter.com/i/web/status/2015428271882768665 https://twitter.com/i/web/status/2015428271882768665" [X Link](https://x.com/Dixitagg/status/2015428271882768665) 2026-01-25T14:15Z [----] followers, [----] engagements "PROMOTERS KNOW THE BUSINESS. RETAIL KNOWS THE STORY. [--]. COHANCE PROMOTER EXIT PRICE:906 FALL FROM PROMOTER :-60% [--]. PG ELECTROPLAST PROMOTER EXIT PRICE:780 FALL FROM PROMOTER :-35% [--]. SUZLON PROMOTER EXIT PRICE:65 FALL FROM PROMOTER:-31% [--]. WHIRLPOOL PROMOTER EXIT PRICE:1045 FALL FROM PROMOTER:-24% [--]. BLACKBUCK PROMOTER EXIT PRICE:676 FALL FROM PROMOTER:-20% [--]. INDIGO PROMOTER EXIT PRICE:5350 FALL FROM PROMOTER:-12% [--]. PEARL GLOBAL INDS PROMOTER EXIT PRICE:1600 FALL FROM PROMOTER:-12% [--]. ASK AUTOMOTIVE PROMOTER EXIT PRICE:473 FALL FROM PROMOTER:-10% [--]. TAJ JVK PROMOTER EXIT PRICE:400" [X Link](https://x.com/Dixitagg/status/2016041897752670715) 2026-01-27T06:53Z [----] followers, 42.9K engagements "ASIAN PAINTS Q3 FY26 RESULTS Revenue: [-------] Cr vs [-------] Cr (+3.71% YoY +3.94% QoQ) PBT (Ex-Exceptional): [-------] Cr vs [-------] Cr (+8.47% YoY +18.34% QoQ) PAT: [-------] Cr vs [-------] Cr (-4.56% YoY +6.67% QoQ) Other Income: [------] Cr (YoY) vs [------] Cr QoQ decline to [------] Cr Exceptional Item: Q3 witnessed an exceptional loss of [------] Cr impacting reported PAT. Volume growth 7.9% #asianpaint #painted #StocksToWatch https://twitter.com/i/web/status/2016103868271362097 https://twitter.com/i/web/status/2016103868271362097" [X Link](https://x.com/Dixitagg/status/2016103868271362097) 2026-01-27T10:59Z [----] followers, [----] engagements "SILVER IS SCARCER THAN YOU THINK Silver Reserve of countries in MT 1.Peru: [------] 2.Australia: [-----] 3.Russia: [-----] 4.China: [-----] 5.Poland: [-----] 6.Mexico: [-----] 7.Chile: [-----] 8.United States: [-----] 9.Bolivia: [-----] 10.India: [----] Source : MMTC PAMP . #silverprice #metal #silversqueeze #Silver https://twitter.com/i/web/status/2016420244324237532 https://twitter.com/i/web/status/2016420244324237532" [X Link](https://x.com/Dixitagg/status/2016420244324237532) 2026-01-28T07:57Z [----] followers, 70.3K engagements "TD POWER Q3FY26 RESULTS Revenue: [------] Cr vs [------] Cr +26.36% YoY -2.16% QoQ EBITDA: [-----] Cr vs [-----] Cr +31.23%YoY -2.67% QoQ PAT: [-----] Cr vs [-----] Cr +25.34% YoY -6.44% QoQ Margins stable; no exceptional items FY26 guidance maintained at [----] Cr FY27 guidance revised upward to [----] Cr #power #Ai https://twitter.com/i/web/status/2016853103405126089 https://twitter.com/i/web/status/2016853103405126089" [X Link](https://x.com/Dixitagg/status/2016853103405126089) 2026-01-29T12:37Z [----] followers, [----] engagements "EVERY GREAT BUBBLE LOOKED INVINCIBLE 1.Tulip Mania (163637): [---] 2.Dow Jones (192429): [--] [--]. Gold (197180): [--] 4.Oil (197381): [--] 5.Nasdaq (19952000): [--] 6.Bitcoin (202021): [--] [--]. Silver (2024-26):4x Bubbles dont burst because news turns badthey burst when everyone who could buy has already bought. #Silver #Bitcoin2024 #GOLD https://twitter.com/i/web/status/2017103445027590586 https://twitter.com/i/web/status/2017103445027590586" [X Link](https://x.com/Dixitagg/status/2017103445027590586) 2026-01-30T05:11Z [----] followers, 36.3K engagements "YOU HAVE BEEN WARNED SILVER CRASH EVERY GREAT BUBBLE LOOKED INVINCIBLE 1.Tulip Mania (163637): [---] 2.Dow Jones (192429): [--] [--]. Gold (197180): [--] 4.Oil (197381): [--] 5.Nasdaq (19952000): [--] 6.Bitcoin (202021): [--] [--]. Silver (2024-26):4x Bubbles dont burst because news EVERY GREAT BUBBLE LOOKED INVINCIBLE 1.Tulip Mania (163637): [---] 2.Dow Jones (192429): [--] [--]. Gold (197180): [--] 4.Oil (197381): [--] 5.Nasdaq (19952000): [--] 6.Bitcoin (202021): [--] [--]. Silver (2024-26):4x Bubbles dont burst because news" [X Link](https://x.com/Dixitagg/status/2017296365639111128) 2026-01-30T17:58Z [----] followers, 11.2K engagements "CDSL Q3FY26 RESULTS Net profit grew 2.5% YoY to [-----] cr (vs [---] cr) Revenue increased 9.5% YoY to [-----] cr (vs [---] cr) EBITDA edged up 0.3% YoY to [---] cr (vs [-----] cr) EBITDA margin stood at 52.9% down from 57.8% YoY https://twitter.com/i/web/status/2017574205441925177 https://twitter.com/i/web/status/2017574205441925177" [X Link](https://x.com/Dixitagg/status/2017574205441925177) 2026-01-31T12:22Z [----] followers, [----] engagements "BUDGET FY2027 STT RAISED Index / Stock Futures STT: 0.05% Charged on: Sell side only Example: If contract value = [------] π STT NOW [--] Options (Buy & Sell) Option Buy STT: Nil Option Sell STT: 0.15% Charged on: Premium value Example: Premium received = [------] π STT NOW [---] STT remains same for DELIVERY of stocks . #BudgetSession2026 #stt #NirmalaSitharaman #Budget https://twitter.com/i/web/status/2017864096629010700 https://twitter.com/i/web/status/2017864096629010700" [X Link](https://x.com/Dixitagg/status/2017864096629010700) 2026-02-01T07:34Z [----] followers, 12.1K engagements "KEY HIGHLIGHTS OF FY27 BUDGET [--]. Total Capital Expenditure: [----] lakh crore (+9.96% YoY) 2.Fiscal deficit targeted at 4.3% of GDP for FY [--] 3.Disinvestments budgeted at [-----] crore 4.STT increased for Futures and Options to 0.05% and 0.15% respectively 5.Fisheries in EEZ/High seas made free of duty 6.ECMS increased from [--] lakh crore to [--] lakh crore 7.Biopharma SHAKTI initiative of [-----] crore over [--] years [-------] crore for MSME Growth fund [--]. Safe harbour threshold for IT services raised from [---] crore to [----] crore 10.Setting High Level Committee on Banking for Viksit Bharat 11.PROIs" [X Link](https://x.com/Dixitagg/status/2017976760823083352) 2026-02-01T15:02Z [----] followers, [----] engagements "TWO ECONOMIES. ONE POWER PARTNERSHIP. Income tax slab relaxation GST rate cuts Election outcomes IndiaEU trade deal progress STT hike concerns IndiaUS trade deal How narratives changes #tradedeal #India #usa #Trump #Modi #indiaustradedeal #IndiaUSRelations #StockMarketIndia https://twitter.com/i/web/status/2018379624867299355 https://twitter.com/i/web/status/2018379624867299355" [X Link](https://x.com/Dixitagg/status/2018379624867299355) 2026-02-02T17:42Z [----] followers, 14.1K engagements "Himatsingka Seide Gokaldas Exports Indo Count Industries Welspun Living Pokarna Garware Hi Tech Films Goldiam International Kitex Garments Trident PDS Ltd LT Foods Avanti Feeds Apex Frozen Foods Bharat Forge Sona BLW Ramkrishna Forgings Aarti Industries Atul Ltd No recommendation https://twitter.com/i/web/status/2018411050782335425 https://twitter.com/i/web/status/2018411050782335425" [X Link](https://x.com/Dixitagg/status/2018411050782335425) 2026-02-02T19:47Z [----] followers, [----] engagements "HOW DID THESE MARKET DARLINGS LOSE ALL THE LOVE Stock Price Fall from ALL TIME HIGHS 1.Lux Industries: 80% 2.Adani Energy Solutions: 77% 3.Cohance Lifesciences: 77% 4.Happiest Minds: 75% 5.Laxmi Organics: 75% 6.Sheela Foam: 70% 7.Relaxo Footwears: 70% 8.Clean Science: 70% 9.Whirlpool: 68% 10.Salzer Electronics: 63% No Recommendation . #StockMarkets #StocksToWatch #StockMarket https://twitter.com/i/web/status/2019289118828818536 https://twitter.com/i/web/status/2019289118828818536" [X Link](https://x.com/Dixitagg/status/2019289118828818536) 2026-02-05T05:56Z [----] followers, 14.1K engagements "@InvestorOfJAMMU You cant beat Vedanta" [X Link](https://x.com/Dixitagg/status/2019395278454047034) 2026-02-05T12:58Z [----] followers, [---] engagements "@marketwalalove Please read about Anthropic" [X Link](https://x.com/Dixitagg/status/2019759830920278133) 2026-02-06T13:07Z [----] followers, [---] engagements "Q2 revenue: [---] cr; PAT margin: 12%. H1 earnings: +21% YoY. Mix: Domestic:International 70:30; Industrial 15% Aftermarket 12%. Promoters own 51.2%; full split from NIBL done; [--] cr one-off already booked. Market leader: Cylindrical bearings (30% value share) Needle rollers (60% India). EV-agnostic; lifetime order pipeline [---] cr (BMW MB Renault Stellantis). Heavy push into industrial import substitution + aerospace (5075 cr small acquisition). Capex: [---] cr over [--] years; first [---] cr underway; new capacities live by Q1 FY28. Global footprint (Thailand mfg + USA/Germany sales) will sit under" [X Link](https://x.com/Dixitagg/status/1991037418158657744) 2025-11-19T06:54Z [----] followers, [----] engagements "@SumitResearch Sir market apni wajah se girta h reason hum bana detee h" [X Link](https://x.com/anyuser/status/1853310344380170419) 2024-11-04T05:36Z [----] followers, [----] engagements "@nid_rockz @soicfinance A guy who has Netweb holding VS a guy who wanted to buy Netweb but still remains in the watchlist " [X Link](https://x.com/anyuser/status/1880690844526874934) 2025-01-18T18:56Z [----] followers, [----] engagements "@SECTOR_RES0123 If buying at the top is an ART . You are the ARTIST of it ππ" [X Link](https://x.com/anyuser/status/1898303797878718589) 2025-03-08T09:24Z [----] followers, [----] engagements "Valuation Ratios by Sector India Banks: Key Ratios: Price to Book (P/B) ROE Why: Reflects capital efficiency and core capital base. NBFCs / Housing Finance: Key Ratios: P/B P/E Why: Captures leverage and earnings predictability. Life Insurance: Key Ratios: Embedded Value (EV) P/EV Why: EV represents the present value of future profits plus net worth. General Insurance: Key Ratios: Price to GWP P/B Why: Premium scale and solvency drive value. Asset Management: Key Ratios: P/E % of AUM Why: Fees are tied to AUM; scalable profits. Capital Markets: Key Ratios: EV/EBITDA P/E Why: Stable" [X Link](https://x.com/anyuser/status/1938262682802508069) 2025-06-26T15:46Z [----] followers, 27.1K engagements "/ [--]. Anup Engineering [--]. Supreme Industries [--]. Gala Precision Engineering [--]. Mrs. Bectors Food [--]. Man Infraconstruction [--]. Maharashtra Seamless [--]. Suprajit Engineering [--]. KP Group [--]. Orient Bell [--]. GNA Axles [--]. Enviro Infra [--]. Zydus Wellness [--]. Westlife Food [--]. Som Distilleries [--]. DB Corp [--]. Zee Entertainment [--]. Linc Ltd [--]. Sunteck Realty [--]. Nicco Park [--]. Mach Conferences [--]. Star Cement [--]. SKM Egg Products [--]. Kilburn Engineering [--]. Emmforce Auto [--]. Bliss GVS Pharma [--]. International Conveyors @SumitResearch #PromoterBuying #StockMarketIndia #Investing #Q1FY25" [X Link](https://x.com/anyuser/status/1942669013190074686) 2025-07-08T19:36Z [----] followers, [----] engagements "/ [--]. Aarti Pharma 2.Avantel 3.Axiscades Tech 4.Fusion Finance 5.Garvita India 6.Navin Fluorine Electroplast 8.Privi Speciality 9.RACL Geartech Kelkar Power 12.Ultra Pigment 13.Usha Martin 14.Voltamp Transformer 15.Wendt (India) @SumitResearch #StocksToWatch #promoterselling http://11.TD http://10.SH http://7.PG http://11.TD http://10.SH http://7.PG" [X Link](https://x.com/anyuser/status/1944372499028091049) 2025-07-13T12:25Z [----] followers, 10.2K engagements "@amitisinvesting Thanx for Palantir/ hood . Whats the best proxy to play ETH via a stock Kindly reply" [X Link](https://x.com/anyuser/status/1946975371024302414) 2025-07-20T16:47Z [----] followers, 48.3K engagements "@SumitResearch @sunilgurjar01 bhai kitna copy karega" [X Link](https://x.com/anyuser/status/1949156536301101559) 2025-07-26T17:15Z [----] followers, 15.9K engagements "CON CALL WAAREE RENEWABLE TECH Q1 FY26 Revenue: [-----] Cr (+155% YoY) EBITDA: [-----] Cr (+186% YoY); EBITDA Margin: 19.5% PAT: [----] Cr (+207% YoY) Execution: [---] MWp of solar EPC projects completed Order Book: [----] GWp; [---] Cr inflow in Q1 πΉ Industry Tailwinds India crossed 50% power capacity from non-fossil fuels Solar installs in H1 [----] up 52% YoY Strong policy push: PM Surya Ghar Solar Parks PM Kusum Energy storage demand to rise to [---] GWh by [----] πΉ Business Model & Strength Pure-play EPC player (turnkey + BoS models) Strong execution with large projects (up to [--] GW) Order pipeline of 25" [X Link](https://x.com/anyuser/status/1949693210118201532) 2025-07-28T04:47Z [----] followers, [----] engagements "India IT/Tech 5Y CAGR TCS Revenue: 10% PAT: 8% Stock: 7% Infosys Revenue: 12% PAT: 10% Stock: 10% HCL Tech Revenue: 11% PAT: 10% Stock: 17% Wipro Revenue: 8% PAT: 6% Stock: 13% LTIMindtree Revenue: 28% PAT: 25% Stock: 16% - USA Tech 5Y CAGR NVIDIA Revenue: 64% PAT: 90% Stock: 73% Microsoft Revenue: 14% PAT: 18% Stock: 24% Apple Revenue: 9% PAT: 15% Stock: 16% Amazon Revenue: 18% PAT: 37% Stock: 9% Google (Alphabet) Revenue: 17% PAT: 26% Stock: 26%" [X Link](https://x.com/anyuser/status/1949797002771873963) 2025-07-28T11:40Z [----] followers, [----] engagements "India Defence 3Y CAGR Mazagon Dock Revenue: 26% PAT: 57% Stock: 172% Cochin Shipyard Revenue: 12% PAT: 13% Stock: 119% Garden Reach Revenue: 42% PAT: 43% Stock: 113% BEL Revenue: 16% PAT: 31% Stock: 62% HAL Revenue: 8% PAT: 18% Stock: 64% Bharat Dynamics Revenue: 6% PAT: 2% Stock: 59% @SumitResearch #DefenceStocks #HAL #BEL #MazagonDock #CochinShipyard #GRSE #BDL #StockMarketIndia #AtmanirbharBharat" [X Link](https://x.com/anyuser/status/1950064848651403446) 2025-07-29T05:24Z [----] followers, [----] engagements "πΉ Deal: Acquires 35.75% in South Africas Adcock Ingram for [----] Cr (US$240 Mn) @ ZAR 75/share; intent to delist. Adcock Scale: FY25 revenue US$536 Mn; EBITDA margin 1415%. Strong OTC + Prescription brands. Post-Deal Stake: NATCO 35.75% Bidvest 64.25% (not exiting); NATCO gets 1/3rd board seats. π― Diversifies beyond US; enters stable African pharma market. Leverages Adcocks strong local brands + manufacturing. Pipeline synergies: NATCOs complex generics to flow via Adcock. Export potential: PIC/S plants open doors to LatAm & Africa. π Equity method consolidation of profits (35.75%)." [X Link](https://x.com/anyuser/status/1950176666749223096) 2025-07-29T12:48Z [----] followers, [----] engagements "CON CALL SAMBHAV STELL Q1 FY26 πΉ Strong Q1 FY26 Performance: Revenue: [---] Cr (+69% YoY +13% QoQ) Highest ever EBITDA: [--] Cr (+58% YoY) Margin: 13% PAT: [--] Cr (+35% YoY +103% QoQ) Sales Volume: [-----] MT vs [-----] MT YoY πΉ Business Highlights: Fully integrated steel manufacturer based in Chhattisgarh Product mix: ERW pipes GI/GP coils SS coils sponge iron HR coils Dealer network: 700+ dealers [--] distributors across India In-house power generation (25 MW) ensures energy self-reliance πΉ Strategic Expansion Plans: Kuthrel facility already operational; doubling capacity of SS & GP coils by Q4" [X Link](https://x.com/anyuser/status/1950422981059989653) 2025-07-30T05:07Z [----] followers, [----] engagements "CON CALL PCBL Q1 FY26 Revenue [----] Cr EBITDA [---] Cr (+2.5% QoQ) PAT [--] Cr Sales: 1.54L MT (+2.6% QoQ) 10% Specialty EBITDA/MT: [-----] Exports: 41% of volume Revenue [---] Cr EBITDA [--] Cr Volumes +9% YoY FY26 EBITDA guidance: [---] Cr Generation: [---] MUs (+11% YoY) EBIT up [--] Cr QoQ & & [---] Cr annual capex plan Focus on specialty black battery chemicals acetylene black Nanovace pilot by CY-end US patent granted for energy storage tech Target [--] Mn T capacity by FY28 Focus on exports margin improvement & specialty shift @SumitResearch #PCBL #StockMarket #StockMarketUpdate" [X Link](https://x.com/anyuser/status/1950794954596405544) 2025-07-31T05:45Z [----] followers, [----] engagements "Capacity Additions: [---] GW in Q1; [---] GW in LTM. CapEx [----] Cr. Energy Sales: +42% YoY to [----] BU. Power revenue [----] Cr (+31%). EBITDA: [----] Cr (+31% YoY); margin 92.8%. Cash profit [----] Cr. Gross Block: [-----] Cr; annualized EBITDA run-rate [-----] Cr. Merchant Tariffs: Solar 2.20/unit () Wind 5.70/unit (). Gross Debt: [-----] Cr; cost of borrowing 9.19.2%. Project Pipeline: [----] GW (31.5 GW PPA-backed). BESS & PSP: [--] GW PSP target intact; BESS strategy in place. Execution: No major labour/transmission issues; strong infra at Khavda. ESG: #1 in FTSE Russell CRISIL NSE ESG ratings. Outlook:" [X Link](https://x.com/anyuser/status/1951556736940142794) 2025-08-02T08:12Z [----] followers, [----] engagements "Revenue +17.5% YoY (CC); EBITDA margin at 21.4%. PAT [--] Cr (+68% QoQ); Utilization at 78.9% (9-qtr high). BFSI now top vertical (26% rev); GenAI +90% YoY broke even. Active clients: 285; repeat biz 94%. US share down to 60% (from 75%); India & APAC growing. Focus: Digital GenAI automation (28% of rev). Guidance: Double-digit growth; 2022% EBITDA margin. @SumitResearch #StockMarket #stockmarketsindia" [X Link](https://x.com/anyuser/status/1952618945007001946) 2025-08-05T06:33Z [----] followers, [----] engagements "π¦ ( π°) [--]. China $121B [--]. Russia $67B [--]. USA $42B [--]. UAE $37B [--]. Saudi Arabia $34B [--]. Iraq $29B [--]. Indonesia $24B [--]. S. Korea $19.6B [--]. Japan $18.7B [--]. Switzerland $18.5B @SumitResearch #tarriffwar #TarrifsOnIndia #import #TrumpTariff" [X Link](https://x.com/anyuser/status/1953476925134926318) 2025-08-07T15:22Z [----] followers, [----] engagements "Volumes +10% YoY; revenue +1% (821 cr). Core EBITDA [--] cr (+43%) margin 10.4%. [---] new showrooms signed; rural brands +60% YoY. E-com +66%; strong GCC growth. [---] cr synergy savings from Kurlon; [--] cr more by FY26-end. Net debt [------] cr; aiming [------] cr cut. Furlenco PAT [--] cr; revenue target [------] cr FY27. Guidance: 15% topline CAGR 1415% margin @SumitResearch #sheelafoam #turnaround #StockMarket" [X Link](https://x.com/anyuser/status/1954047543853142510) 2025-08-09T05:10Z [----] followers, [----] engagements "1. Financials Revenue 851Cr (5% YoY) EBITDA 203Cr (19% margin 4.3%) Adj. PAT 132Cr (7%). [--]. BEV Business BEV revenue share fell to 28% (from 33% YoY) due to: EU EV client revenue delay (term change Q1 Q2) Weak demand at a large global EV customer Chinas rare earth ban disrupting motor production US 25% auto tariff slowing orders [--]. Strategic Diversification Non-auto share doubled QoQ to 20% (Railways off-highway). India is now largest market (37%) NA at 34% Asia up to 8% on China push. [--]. Order Book π Record 26200Cr order book (75% EV) New wins 2800Cr incl. 1500Cr BEV driveline order (NA OEM" [X Link](https://x.com/anyuser/status/1954402108243120514) 2025-08-10T04:39Z [----] followers, [----] engagements "Sugar 347cr (-14%) on lower quota recovery at 8.02% realizations 41.99/kg. CPG 192cr (-11% staples +33% YoY) with value-added & browns expansion to 2L outlets. Distillery 296cr (+13% [---] LL sales high utilization) lobbying for ethanol price hike. Refinery 908cr (-25%) PBT 0.67cr. Co-gen 7.5cr Nutraceuticals down YoY. Macro: Mild global surplus from Brazil India Thailand; prices $0.16/lb (vs $0.215). Brazil may switch to ethanol if prices stay low; EU output down. India output [----] MMT consumption [----] MMT [---] MMT to ethanol stocks [---] MMT; good monsoon supports crop outlook. Outlook:" [X Link](https://x.com/anyuser/status/1955871535883018270) 2025-08-14T05:58Z [----] followers, [----] engagements ": Revenue 703cr (7.6% YoY) due to muted demand/regulations. EBITDA 142.6cr (+13.6% margin 20.3%). PAT 96.8cr (+15.7%). Margin gains from cost efficiency soft commodities & price hikes (712%). Other income 50cr (surplus cash). : CEV Stage V shift drove price hikes & muted demand (pre-buying in FY25 monsoon macro tensions). Cranes revenue 605cr (12% YoY) but margins up; Agri +8%; tower cranes & forklifts volumes . & : Exports 27cr; target 67% FY26 1015% medium term. Defence order execution from Q3; 5070cr FY26 200cr FY27. Defence+exports to form 10% revenues. : Hydra-type 7075% share; new-gen" [X Link](https://x.com/anyuser/status/1958012812229480513) 2025-08-20T03:46Z [----] followers, [----] engagements ": Revenue [---] cr (+10% YoY) PAT [--] cr (+24% YoY) EBITDA margin 11%. Gross margin 59.7% (down [--] bps YoY up [--] bps QoQ). : Products: Double-digit growth; economy & premium water purifiers + strong robotics (VC up 52%). Services: Double-digit bookings AMC mix improving; digital AMC share 66%. Revenue lag due to amortization. : Penetration (EWP only 6% in India) premiumization (IoT 2-year filters new region-specific filters). Robotics-led VC growth. Service digitalization & multi-year AMCs. & : Cost discipline intact; service costs front-loaded but margins expected to expand in FY26 (not" [X Link](https://x.com/anyuser/status/1958382193941819417) 2025-08-21T04:14Z [----] followers, [----] engagements "1. Financial Performance Revenue: [-----] Cr (+31.2% YoY) EBITDA: [----] Cr (+22.6% YoY); Margin: 12.76% (vs 13.73% YoY) PBT: [----] Cr (+89% YoY) driven by higher revenue & lower interest costs Segmental Revenue: Cranes: [-----] Cr (+36% YoY) Tractors: [-----] Cr (+24.6% YoY) Unit Sales: Cranes [---] units; Tractors [---] units [--]. Capacity Expansion & Capex Baddi Plant Expansion: +3600 crane units; Capex: [--] Cr; Trial production by Jan [----] Current Capacity: [--------] units/year at near 100% utilization Tower Cranes: Prototype in [--] months; [---] units targeted in FY27 [--]. Product Portfolio & Tech Cranes:" [X Link](https://x.com/anyuser/status/1960583738619834845) 2025-08-27T06:02Z [----] followers, [----] engagements "India: Highest US tariff rate in Asia (50%) driven mainly by secondary tariffs. China: 30% tariff mostly from the US-China trade war truce. Laos & Myanmar: 40% tariff from reciprocal rates (tariffs applied in response to their barriers). Brunei Bangladesh Sri Lanka Taiwan Vietnam Cambodia Indonesia Malaysia Pakistan Philippines: Tariff range mostly 2030%. Thailand Japan South Korea: Lowest tariff range (1520%). India stands out because its secondary tariff rate is significantly above all peers. @SumitResearch #TrumpTariff #IndiaUSTariff #trump #IndianEconomy #india #USA" [X Link](https://x.com/anyuser/status/1960676802583781844) 2025-08-27T12:12Z [----] followers, [----] engagements ". [--]. Action Construction 2.Aegis Logistics 3.Allied Blenders 4.Anup Engineering 5.Bliss GVS Pharma 6.DB Corp 7.Enviro Infra 8.Hariom Pipe 9.Khaitan Chemical 10.Kilburn Engg 11.Kross [--]. La Opala 13.Maharashtra Seamless [--]. Man Infra 15.Nahar Poly 16.Paushak 17.Pitti Engg 18.Rain Industries 19.Royal Orchid Hotel 20.SEAMEC Ltd 21.Senores Pharma 22.Shakti Pump 23.Shoppers Stop 24.SKM Egg 25.Som Distillers 26.STEL Holding 27.Suraksha Diagnostics [--]. Tokyo Plastic 29.Ugar Sugar 30.Yash Highvoltage @SumitResearch #StocksToWatch #Stocks #BSE #stockmarketsindia" [X Link](https://x.com/anyuser/status/1961647292974338237) 2025-08-30T04:28Z [----] followers, [----] engagements "- Hair oil shampoo toothpaste shaving cream: 18% 5% Butter ghee cheese namkeens utensils diapers sewing machines: 12% 5% Farmers & Agriculture Tractor tyres tractors bio-pesticides drip irrigation agri machines: 1218% 5% Healthcare Health & life insurance: 18% Nil Thermometer oxygen kits glucometers spectacles: 12% 5% Automobiles Cars (Petrol Diesel Hybrid LPG CNG) bikes 3-wheelers: 28% 18% Education Maps charts pencils notebooks erasers: 512% Nil Electronic Appliances ACs TVs monitors washing machines: 28% 18% Process Reforms Faster registration & provisional refunds Zero-rated supplies &" [X Link](https://x.com/anyuser/status/1963286833212833978) 2025-09-03T17:03Z [----] followers, [----] engagements "Financials Revenue: [---] cr (+17% YoY) EBITDA: [--] cr (+18% YoY) margin 13% (in guidance band 1315%) PAT: [--] cr (+20% YoY margin 9%) Net Cash: [---] cr; RoCE 18% RoE 15% Dividend: 4/share (200% FV) 10th straight quarter net cash positive Orders & Pipeline Order Book: [-----] cr (5x annual revenue) 98% backed by payment security. Mix: 40% international 75:25 municipal vs industrial O&M share 20%. Key Wins: Saudi Arabia Yanbu Desalination: [----] cr [---] MLD (largest-ever order). BWSSB (Bangalore): [---] cr DBOT advanced reuse. Pipeline: [----] cr preferred bidder status (ex-Yanbu). Active bids across India" [X Link](https://x.com/anyuser/status/1964925787230155263) 2025-09-08T05:36Z [----] followers, [----] engagements "Revenue [---] cr (+11% YoY) EBITDA [--] cr (+11%) PAT [--] cr (+7%). EV deliveries: [---] units; cumulative [----] (2812 e-buses + [--] e-tippers). Net order book: [-----] buses (MSRTC BEST TSRTC HRTC e-tippers). FY26 guidance: [----] e-buses; H2 to be strongest. New plant (5k buses scalable 10k) ready by Q4; capex [---] cr loan [---] cr. Blade battery buses (30% lighter/cheaper [---] km range) commercial launch Q3. Margins: steady-state 12%; battery cost deflation supportive. PM e-DRIVE tender (10900 buses) Olectra participating. Insulators biz: FY26 rev target [---] cr (+39% YoY) exports 30%. @SumitResearch" [X Link](https://x.com/anyuser/status/1966390274411859974) 2025-09-12T06:35Z [----] followers, [----] engagements "Flows: Lower US rates reduce the yield differential with India prompting higher FII inflows into domestic equity and debt. This provides incremental liquidity support for Indian markets. 2.Currency Dynamics: Inflows combined with softer USD yields could stabilize or strengthen the INR improving macro stability and reducing imported inflation risk. 3.Sectoral Impact: Interest-rate sensitive sectors (banks NBFCs autos real estate) benefit from the easing-rate environment. Export-oriented businesses gain from stronger global demand outlook and cheaper capital availability. 4.Monetary Policy" [X Link](https://x.com/anyuser/status/1968591474951414244) 2025-09-18T08:22Z [----] followers, [----] engagements "Governance: ID resignation flagged Board process issues (not compliance lapses). Independent review ordered; report in [--] days. Delay in exchange disclosure acknowledged. Board: Current [--] IDs vs [--] promoters; plan to restore 4:4 balance within [--] months. Audit Committee refreshed with ID Mr. Dogra. Financials: One-off 58cr export receivable write-off (Africa FY25). CFO confirmed nil pending; no similar provisions expected in FY26. Strategy: Board approved enabling resolution for real estate/land monetization (1 dissent). Awaiting shareholder nod; details to follow. CSR: 40cr spent in [--] yrs;" [X Link](https://x.com/anyuser/status/1968949873006543358) 2025-09-19T08:06Z [----] followers, [----] engagements "1. Granules 77% 2.eClerx 76% 3.Natco Pharma 70% 4.Avanti Feeds 69% 5.Syngene 65% 6.Neuland Lab 54% 7.Gland Pharma 53% 8.Marksans Pharma 52% 9.Dr Reddy 50% 10.Zydu Life Science 45% 11.Aurobindo Pharma 45% 12.Bharat Forge 44% 13.Biocon 44% 14.Trident 39% [--]. LT Food 38% @SumitResearch #h1bvisa #h1bnews #indiaustradedeal #VisaFee #ImmigrationPolicy #USImmigration #TechWorkers #VisaReform #VisaUpdate #PolicyChange" [X Link](https://x.com/anyuser/status/1969316679814693184) 2025-09-20T08:24Z [----] followers, [----] engagements "Production Target: [----] Mtpa ore by FY31 (8090 kt MIC vs [--] kt now). Mine Ramp-Up: Malanjkhand [--] Mtpa Khetri [---] Mtpa Jharkhand cluster [---] Mtpa (Rakha via MDO Kendadih soon Surda restarted). Costs: $50006000/t MIC globally competitive. Capex: INR [----] cr to FY31 (mainly Malanjkhand); Rakha MDO capex INR [--------] cr (off-balance sheet). Pricing: Linked to LME current negative TCRC boosting realizations (non-sustainable). Strategy: More MDOs Codelco partnership for mining/geology upgrades. Leases: Secure till [------]. π Outlook Strong volume growth ahead cost curve competitive domestic demand" [X Link](https://x.com/anyuser/status/1972576155497849110) 2025-09-29T08:16Z [----] followers, [----] engagements ": % [--]. COHANCE LIFE 100% [--]. THYROCARE TECH 100% [--]. BAJAJ HINDUSTAN 100% [--]. VEDANTA 99.99% [--]. POLYPLEX CORP 99.94% [--]. INDIA SHELTER FIN 96.96% [--]. GOKALDAS EXPORTS 96.28% [--]. HINDUSTAN ZINC 92.26% [--]. [---] ONE 89.62% [--]. HEALTH GLOBAL 88% [--]. TILAKNAGAR IND 87.58% [--]. OBEROI REALTY 75.33% [--]. AADHAR HOUSING 67.55% [--]. GENUS POWER 66.70% [--]. NRB BEARING 65.90% [--]. NUVAMA WEALTH 62.88% [--]. KIRI INDS 62.85% [--]. HFCL 54.12% 19.EUREKA FORBES 53.66% 20.INDUSIND BANK 50.86% @SumitResearch #PromoterPledge #CorporateGovernance #InvestorAlert #StockMarketIndia #WealthRisk #ShareholdingPattern #MarketWatch" [X Link](https://x.com/anyuser/status/1973978927849701498) 2025-10-03T05:10Z [----] followers, 17.5K engagements ": %+ 1.BAJAJ HOUSING 88.7% 2.HUYANDI MOTOR 82.5% 3.JSW INFRA 83.6% 4.ACME SOLAR 83.4% [--]. PN GADGIL 83.1% 6.SRI LOTUS 81.9% 7.ALLIED BLENDERS 80.9% [--]. BLUE JET HEALTH 80% (APPROX) 9.AJAX ENGG 80% [--]. EMCURE PHARMA 77.9% No BUY/SELL recommendation. @SumitResearch #OFSWATCH #PROMOTERHOLDING #MARKETALERT #DALALSTREET #STOCKMARKETINDIA #NSE #BSE #INVESTING #STOCKSINTHENEWS #EQUITYRESEARCH #PROMOTERSALE #INDIANMARKETS #MARKETWATCH" [X Link](https://x.com/anyuser/status/1975408673624133798) 2025-10-07T03:51Z [----] followers, 25.1K engagements "Indegene acquired BioPharm a U.S.-based omnichannel HCP engagement firm for $106M fully funded from internal cash. The deal enhances Indegenes full-funnel AI-driven pharma marketing stack strengthening downstream execution and data depth. BioPharm CY24: $29.2M net revenue $7.9M EBITDA (27%) [---] U.S. staff. Integration focus: Cross-sell into top pharma clients merge data platforms (Invisage + Tandem) and drive cost synergies ($1M/yr). Outlook: EPS accretive in [--] quarters targeting 2728% EBITDA margin post-integration. @SumitResearch #Indegene #BioPharm #Acquisition #MergersAndAcquisitions" [X Link](https://x.com/anyuser/status/1976973889906368728) 2025-10-11T11:31Z [----] followers, [----] engagements "- (-) . . : % 1.DIAMOND POWER: 390% 2.ADITYA VISION: 195% [--]. SG FINSERVE: 180% 4.TRIL: 150% [--]. PG ELECTROPLAST: 134% 6.KPI GREEN: 135% 7.SHILCHAR TECH: 130% 8.HBL ENGG: 120% 9.PTC INDS: 115% 10.KPEL: 110% @SumitResearch #WealthCreators #MultibaggerStocks #HighReturnStocks #5YearWinners #WealthCompounding" [X Link](https://x.com/anyuser/status/1977945857208274955) 2025-10-14T03:53Z [----] followers, 15.7K engagements ". Revenue: [-----] Cr (+2.9% QoQ +1% CC); EBITDA: [-----] Cr (21.1%); PBT: [-----] Cr (22.2%). Transportation (+0.7% QoQ) steady; H2 pipeline strong. Double-digit growth seen in FY27. Media & Comm rebounded (+6.8%) on large-deal ramps (MBC Now); moderation expected in H2. Healthcare (-2.3%) soft on project roll-offs; new Bayer DTC win drives FY27 optimism. System Integration surged +20.5% QoQ on AI infra deals Dell ISG award. Utilization improved to 70% (from 66%); targets 75% by FY26-end aiding margin recovery. Cyber issue with a key auto client delayed September starts but recovery visible." [X Link](https://x.com/anyuser/status/1979040605394313724) 2025-10-17T04:23Z [----] followers, [----] engagements "β 22nd consecutive growth quarter π°Revenue $406M (+17.6% YoY +4.2% QoQ) [----] Cr (+23.6% YoY) πΉEBIT margin 16.3% (+80bps QoQ) PAT +45% YoY EPS [----] π¦ BFSI +30% YoY led growth; Hi-Tech +15% Healthcare recovering π Europe +38% YoY on strong deal ramps π€ AI-led pivot gaining traction SASVA ProcessIntel iAura GenAI Hub πΌ Bookings solid: TCV $609M ACV $448M π Mgmt sees FY2627 margin expansion +100bps each year β Wage hikes next quarter partly offset by higher offshoring @SumitResearch #PersistentSystems #Earnings #AI #Tech #BFSI #ITservices" [X Link](https://x.com/anyuser/status/1980916654579364254) 2025-10-22T08:38Z [----] followers, [----] engagements "& Performance Snapshot (Q2 FY26): Revenue [----] cr (+55% YoY); EBITDA [----] cr (+67% YoY). PAT [---] cr (-17% YoY) due to higher D&A and interest post capitalization. Cash profits [----] cr (+27% YoY). Capex [----] cr; net debt rose [----] cr QoQ to [-----] cr. Receivables steady at [----] cr; DSO improved to [--] days (vs [--] days YoY). H1 FY26: EBITDA [----] cr (already surpassing FY25 full-year level). PAT [----] cr (+5% YoY); Cash PAT [----] cr. Leverage on operational assets at just under [--] Debt/EBITDA (TTM). Management Guidance: On track for [--] GW capacity by FY26-end; long-term roadmap intact (30 GW gen +" [X Link](https://x.com/anyuser/status/1981245084516700209) 2025-10-23T06:23Z [----] followers, [----] engagements ". Financials: H1 revenue [----] cr; EBITDA [---] cr (vs [---] cr YoY). WC release [---] cr; debt down [---] cr; strong dividend policy retained. Volumes & Mix: Carbon black volumes 1.62L MT (+5% QoQ); Intl +6% YoY. Specialty ramp steady; FY26 potential [----] kt. Margins & Tariffs: US tariff (50%) impacts 5% volumes; EBITDA hit [--] cr (partial Q2). Crude fall ($73$63) led to spot discounting; Russian imports (810 kt/month) added pressure. Margins seen bottoming out; recovery from Q3. Strategic Moves: Export rebalancing underway; domestic share tactical. US remains key long-term market (200 kt import" [X Link](https://x.com/anyuser/status/1982350146743718032) 2025-10-26T07:34Z [----] followers, [----] engagements "πΆ Operational Highlights β Operation Sindoor Impact: Trading equipment orders delayed as systems were deployed in active operations. β Execution Recovery: Q1-delayed orders executed in Q2 cushioning topline impact. π FY26 to remain muted but strong execution visibility from FY27FY28 as backlog clears. π‘ Growth & Strategic Outlook π‘ Anti-Drone Systems emerging as a core growth driver contributing a larger share going forward. Governments rising defence capex to unlock multi-year growth opportunities. π New international orders from Africa & CIS nations expanding export footprint. π―" [X Link](https://x.com/anyuser/status/1982678895368495127) 2025-10-27T05:20Z [----] followers, [----] engagements "Strong all-round performance with record profitability and robust execution. πΉ Financial Highlights Revenue: [----] bn (+18% YoY) EBITDA: [---] bn (+62% YoY); Margin: 15.8% (+430 bps YoY) PAT: [---] bn (+56% YoY); Margin: 10.7% (+260 bps YoY) Net Cash: [----] bn WC Cycle: [--] days (to normalize to 5055) πΉ Segmental Snapshot Wires & Cables: +21% YoY; strong domestic & export growth; premium mix pricing power intact. FMEG: Third straight profitable quarter; solar & lighting strong; fans soft; FY30 margin target 810%. EPC: [---] bn revenue (19% YoY); one-off lifted margin to 18.1%; normalized 10%; strong" [X Link](https://x.com/anyuser/status/1983421641658081721) 2025-10-29T06:32Z [----] followers, [----] engagements "Financials: Standalone rev 7.64B (+33% YoY); PAT + OCI 989M (+37%) Consolidated rev 8.33B (+42% YoY); PAT + OCI 1.11B (+45%) EBITDA margin 18.4%; Cash 1.93B Order Book & Inflows: 15.9B order book (Generators 12.3B; Motors 3.2B) H1 inflow 9.16B (+39% YoY); Q2 inflow 5.24B (+45% QoQ) 76% exports; run-rate 550cr/quarter Key Segments: Gas turbines/engines: Strongest growth driver; demand surge in US/EU (data centers grid). STG: 1012% growth in India & exports. Hydro: FY27 to be among best years; led by Nepal/Vietnam. Oil & Gas: ADNOC orders ramping; multi-year potential. Railway motors: US/EU" [X Link](https://x.com/anyuser/status/1986340989041340915) 2025-11-06T07:52Z [----] followers, [----] engagements "Q2 & H1 FY26 Summary Q2: Revenue [---] cr (+20% YoY); Agro +27% Non-Agro -11%. GM 34.5% (+690 bps) EBITDA [---] cr (+71%) margin 15% PAT [--] cr (+75%). H1: Revenue [----] cr (+23%) EBITDA [---] cr (14.7% +69%) PAT [---] cr (+212%). Balance Sheet: WC [--] days (-34 days vs Mar-25); ROCE 21.6% ROE 17.5%; debt-free with [---] cr cash. FY26 Outlook: GM to stay similar; EBITDA margin 1518%; stronger H2 expected. Strategic Moat: [----] product registrations (Europe 1670; NAFTA 317; LATAM 759) with [----] pending; FY26 capex [------] cr toward new registrations. Regulatory barriers and flexibility in product portfolio" [X Link](https://x.com/anyuser/status/1986657323449000369) 2025-11-07T04:49Z [----] followers, [----] engagements "Q2 Revenue: [----] cr (+19.5% YoY) EBITDA: [---] cr (+106%) PAT: [---] cr (+135%) Margin: 8.1% vs 4.7%. H1 Revenue: 4000+ cr (+16.7%) EBITDA: [---] cr (+76%) PAT: [---] cr (+81%). Wires & Cables: Q2 [----] cr (+22% YoY); segment profit [---] cr (vs [--] cr). Volume +16% YoY; margin +100 bps YoY; H2 to be stronger. FMEG: [---] cr vs [---] cr YoY; losses stable; breakeven by Q4 FY26. Exports: +20% YoY; Europe & Middle East = 7580%; US dip to 6% due to tariffs. Capex: [----] cr (80% for cables up to [---] kV); utilization 70% wires / 90% cables. Guidance: H2 H1; FY26 EBIT +100 bps YoY; FY28 goal 10.511% EBIT. Project" [X Link](https://x.com/anyuser/status/1987059456178303347) 2025-11-08T07:27Z [----] followers, [----] engagements "Revenue [---] cr (+6.7% YoY) EBITDA [--] cr (28.6%) PAT [--] cr (20.5%). H1: Revenue [---] cr (+12%) EBITDA [---] cr (+20.8%) PAT [--] cr (+38.6%) margin 27.6%. 70%+ revenue from wastewater; in-house execution supports strong margins. Order book: [----] cr; O&M: [---] cr; FY26 inflows [----] cr; pipeline [----] cr. Guidance: Revenue +3540% EBITDA 2224% inflows [----] cr. Renewables: [--] MW Odisha (Apr26) [--] MW Maharashtra (Jun26); FY26 [---] cr revenue 1820% margin. Debtor days 49; unbilled to normalize; positive FY26 OCF expected. Collateral ratio down 35%15%; moderate project debt rise. JJM MP projects near" [X Link](https://x.com/anyuser/status/1987467195786695073) 2025-11-09T10:27Z [----] followers, [----] engagements "Performance & Margins Revenue up 5% YoY to [----] cr; core EBITDA margin 10% in both Q1 & Q2. Mattress volumes +13% outpacing foam (+9%); B2C mix rose to 55% (+500 bps YoY). FY26 topline growth guided at 1215% with EBITDA margin to rise to 1212.5% in FY27 and 1415% in FY28. Synergies & Cost Savings [---] cr synergy benefits realized; balance [--] cr tied to new fiber tech installations by Q3P&L gains in Q4. Gross margin to improve from 44% 46% as efficiencies flow through. Distribution & Retail Push [---] EBOs added in H1; target [---] adds in FY26. Long-term ambition: [-----] outlets in [--] yrs" [X Link](https://x.com/anyuser/status/1987873381811970368) 2025-11-10T13:22Z [----] followers, [----] engagements "Revenue: [---] cr (-54% QoQ -21% YoY); H1 [---] cr (+40% YoY). EBITDA margin: 33% (Q2) 34% (H1 +300 bps YoY). PAT margin: 32% (Q2 boosted by [--] cr other income). Debt-free; liquidity: [---] cr. Gross margin: 65% (Q2; inflated due to inventory build-up; only 55% of CMI production sold). Segment Highlights CMI: [--] cr (-17% QoQ); H1 [---] cr (flat YoY). Shipment delays (60 days) defer revenue; remaining 45% sales to reflect in Q3. New iodinated intermediates (MRI NCE ABA HCl) commercialized; another in Q4 FY26. PI-API: [--] cr (-80% QoQ phasing); H1 [---] cr (+113% YoY). Driven by bempedoic acid; strong" [X Link](https://x.com/anyuser/status/1988457518600012056) 2025-11-12T04:03Z [----] followers, [----] engagements "Revenue [---] cr (flat YoY +11% QoQ); EBITDA [---] cr (+7% YoY 19.4% margin); PAT [---] cr (+13.3% margin). Strong pricing (89%) and mix shift to new-gen cranes offset 18% YoY volume decline. Management: Worst is behind. Expects flattish-to-single-digit growth in FY26 with stronger H2 (5560% of sales) and marginally better margins. Heavy Cranes: Anti-dumping duty (Zoomlion 26% others 52%) expected by Dec; JV with Kato Works ready to launch post-notification could lift ACEs 34% share toward 4050% in [--] years. Defense: [---] cr forklift order delayed to FY27 due to emission-spec approval; other" [X Link](https://x.com/anyuser/status/1988927072501469378) 2025-11-13T11:09Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Dixitagg DIXIT AGGARWALDIXIT AGGARWAL posts on X about strong, india, tech, dividend the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 38.74% countries 14.41% stocks 11.71% technology brands 9.91% automotive brands 2.7% currencies 1.8% exchanges 0.9% financial services 0.9% events 0.9% cryptocurrencies 0.9%
Social topic influence strong 16.22%, india 12.61%, tech #889, dividend #121, growth 7.21%, ai 6.31%, core 6.31%, microsoft #871, tariffs 5.41%, debt 5.41%
Top accounts mentioned or mentioned by @sumitresearch @grok @adanionline @arifmonline @farukpatel3 @kpgroupgujarat @dmuthuk @tradexwhisperer @nishant84733835 @acmaindia @cdslindia @titanwatches @adeparimal @jaywriters @darshanvmehta1 @gautamadani @adanikaran @blsintservices @blsintcare @hindenburgres
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) JPMorgan Chase (JPM) Berkshire Hathaway Inc. (BRK.A) NVR, Inc. (NVR) Meta Platforms, Inc. (META)
Top posts by engagements in the last [--] hours
"HIGH MUTUAL FUND EXPOSURE TO IT AMID ONGOING SECTOR CORRECTION [--]. SBI Nifty [--] ETF Infosys : [----] Cr [--]. SBI Nifty [--] ETF TCS : [----] Cr 3.Parag Parikh HCL Tech : [----] Cr 4.Motilal Oswal Midcap Persistent : [----] Cr 5.Motilal Oswal Midcap Coforge : [----] Cr 6.Kotak Midcap Mphasis : [----] Cr [--]. SBI Nifty [--] ETF Tech Mahindra : [----] Cr [--]. HDFC Smallcap Eclerx : [----] Cr [--]. SBI Nifty [--] ETF Wipro : [----] Cr [--]. Kotak Midcap OFSS : [----] Cr #MutualFunds #ITStocks #SectorCorrection #MarketRisk #PortfolioWatch #EquityMarkets #EarningsCycle #InvestorCaution"
X Link 2026-02-14T08:39Z [----] followers, [----] engagements
"Do watch our Podcast on with @FarukPatel3 Sir . Congratulations to @SumitResearch Sir and his team . More Podcasts unwinding soon . βπ» https://www.youtube.com/watchv=JQajI2F3pIM Delighted to spend a full day with the Solar King @FarukPatel3 Chairman of @kpgroupgujarat at Sudi Bharuch. The interaction offered deep insights into Indias rapidly evolving renewable energy landscape. With a clear long-term vision on Indias clean energy transition https://t.co/AKxmE5sq4I https://www.youtube.com/watchv=JQajI2F3pIM Delighted to spend a full day with the Solar King @FarukPatel3 Chairman of"
X Link 2026-02-14T12:49Z [----] followers, [----] engagements
"PIDILITE Q2 FY26 CONCALL Revenue: [----] cr UVG: 10.3% (value +10.4%) C&B: UVG 10.4% back to double-digit growth after [--] quarters B2B: UVG 9.9%; domestic mid-teens exports dragged by geopolitics & tariffs FOR MORE DETAILS π½ #fevicol #PIDILITIND https://sumitresearch.com/pidilite-q2fy26-management-concall-update/ https://sumitresearch.com/pidilite-q2fy26-management-concall-update/"
X Link 2025-12-18T05:07Z [----] followers, [----] engagements
": COMPANIES : % DEBT REDUCED IN LAST [--] YEARS YATHARTH HOSPITALS : 95% FINE ORGANICS : 94% CG POWER : 88% BLS E-SERVICES : 53% TRENT : 52% VARUN BEVERAGES : 45% RR KABEL : 45% PI INDUSTRIES : 41% KEI INDUSTRIES : 39% INOX WIND : 37% NO BUY / SELL RECOMMENDATION . @SumitResearch @dmuthuk #StockMarketIndia #debt #BSE #nseindia https://twitter.com/i/web/status/2004096431314108535 https://twitter.com/i/web/status/2004096431314108535"
X Link 2025-12-25T07:46Z [----] followers, 35K engagements
"FALL FROM [--] WEEK HIGH WENDT : -55% NACL : -40% SHANTHI GEARS : -31% TUBE INVESTMENTS : -33% CG POWER : -27% CARBORUNDUM UNIVERSAL : -27% EID PARRY : -25% CHOLAMANDALAM HOLDINGS : -20% COROMANDEL INTERNATIONAL : -15% CHOLAMANDALAM INVESTMENT : -7% No Recommendation to Buy/ Sell. #muruguppa #cholamandalam https://twitter.com/i/web/status/2011338172236697879 https://twitter.com/i/web/status/2011338172236697879"
X Link 2026-01-14T07:22Z [----] followers, 55.6K engagements
"GROWTH IS TEMPORARY DIVIDEND IS FOREVER. πΈ 1.HCL Technologies Limited Mahindra Limited 3.Hindustan Unilever Limited 4.HeidelbergCement India Limited 5.Colgate-Palmolive (India) Limited 6.Britannia Industries Limited 7.Nestl India Limited 8.Castrol India Limited 9.Snowman Logistics Limited 10.Gujarat Pipavav Port Limited Companies distributing 80%+ Profits in dividends . #dividends #GrowthMindset #StockMarketIndia @SumitResearch @dmuthuk http://2.Tech http://2.Tech"
X Link 2026-01-18T04:15Z [----] followers, 18.4K engagements
"FEW SUBSIDIARY IPOs FOR [----] EXPECTED Parent : Subsidiary (IPO) [--]. Reliance Industries : Reliance Retail / Reliance Jio [--]. HDFC Bank : HDFC Ergo 3.Kotak Mahindra Bank : Kotak AMC 4.Hero MotoCorp : Hero FinCorp 5.Greaves Cotton : Greaves Electric Mobility 6.Prestige Estates : Prestige Hospitality Ventures [--]. SBI : SBI Mutual Fund 8.Amber Enterprises : ILJIN Electronics 9.NHPC : NHPC Renewable 10.ONGC : ONGC Green 11.LIC : LIC Mutual Fund 12.Lemon Tree Hotels : Fleur Hotels #IPOAlert #ipo #Reliance #HDFCBank https://twitter.com/i/web/status/2013820856619901203"
X Link 2026-01-21T03:48Z [----] followers, 19.5K engagements
"FROM INDIA TO WALL STREET: MUTUAL FUNDS GO GLOBAL 1.Franklin US Opportunities Equity Fund 2.Edelweiss US Technology Equity Fund 3.Edelweiss Greater China Equity Offshore Fund 4.ICICI Prudential US Bluechip Equity Fund 5.ICICI Prudential NASDAQ [---] Index Fund 6.ICICI Prudential Strategic Metal & Energy Equity Fund 7.Axis Global Equity Alpha Fund 8.Axis Greater China Equity Fund 9.Axis Global Innovation Fund 10.Kotak Global Innovation Overseas Equity Omni Fund 11.Franklin Asian Equity Fund 12.ABSL Global Emerging Opportunities Fund 13.ABSL International Equity Fund 14.ABSL Global Excellence"
X Link 2026-01-22T04:13Z [----] followers, 29.9K engagements
"TOP [--] ASSETS IN THE WORLD 1.REAL ESTATE $671 TRILLION 2.OIL $108. TRILLION 3.CHINESE YUAN $48 TRILLION $33 TRILLION DOLLAR $22 TRILLION 6.EURO $18 TRILLION 7.COPPER $16 TRILLION 8.NATURAL GAS $11 TRILLION 9.JAPANESE YEN $8 TRILLION 10.SILVER $5.5 TRILLION No listed company in Top [--]. #RealEstate #RealEstateInvesting #oilandgas #GOLD #SilverPrice #copper http://5.US http://4.GOLD http://5.US http://4.GOLD"
X Link 2026-01-25T04:21Z [----] followers, 10.3K engagements
"HIDDEN PERKS OF BEING A SHAREHOLDER [--]. Reliance HN Hospital: 15% discount 2.Titan: 1015% discount on accessories 3.Metro Brands: 15% discount on products 4.Apollo Hospitals: Discount on Pharma products 5.Relaxo: 30% discount on products 6.Bata: 20% discount on products 7.Indian Hotels : 25% discount on spa & dining 8.Hawkins: 25% discount on products 9.Raymond: 15% discount on products 10.Trident: 25% discount on products 11.Ugar Sugar: [--] kg sugar free annually #StockMarketIndia #perks #Stocks #reliancefamilyday2025 #tatacap https://twitter.com/i/web/status/2015746756957683926"
X Link 2026-01-26T11:20Z [----] followers, 230.2K engagements
"BIG TECH EARNINGS [--]. TESLA Q4 [----] EARNINGS: - $24.90B Revenue 3% YoY - $0.50 Adj. EPS 17% YoY - [------] Vehicle Deliveries 16% YoY - Record [----] GWh Energy Storage Deployments - Gross Margin at 20.1% - Free Cash Flow $1.42B - Invested $2B in Elons xAI [--]. META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY [--]. MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B $TSLA $MSFT $META #tesla #Elon_Musk #Meta"
X Link 2026-01-29T01:03Z [----] followers, [----] engagements
"MIDCAP COMPANIES WITH STRONG CASH FLOWS. 1.Biocon 2.Coforge 3.Endurance Tech 4.Gland Pharma [--]. Hitachi Energy 6.JSW Energy 7.KEI Inda 8.Premier Energies 9.Sona BLW 10.Zydu Life Science No Buy/sell Recommendation #cash #cashflow #StocksInFocus #nse #bse https://twitter.com/i/web/status/2016761315768094967 https://twitter.com/i/web/status/2016761315768094967"
X Link 2026-01-29T06:32Z [----] followers, [----] engagements
"I had the opportunity to attend ACMA Automechanika New Delhi held at Yashobhoomi (IICC) Delhi. During the event I had the chance to reconnect with the promoters of EMMFORCE AUTOMr. Ashok Meht Sir and his son Mr. Aziz Mehta. EMMFORCE AUTO is a niche automotive components manufacturer specializing in high-precision drivetrain parts for four-wheel-drive and racing vehicles. The company is a major exporter particularly to the USA. @ACMAIndia #automotive #automobile https://twitter.com/i/web/status/2019620479087309060 https://twitter.com/i/web/status/2019620479087309060"
X Link 2026-02-06T03:53Z [----] followers, [---] engagements
"TD POWER CONCALL Q3FY26 #power #AI https://twitter.com/i/web/status/2019781942934491147 https://twitter.com/i/web/status/2019781942934491147"
X Link 2026-02-06T14:35Z [----] followers, [----] engagements
"INDIA US TRADE AGREEMENT: INDIA SECURES GROWTH WHILE SHIELDING AGRICULTURE. 1.Agriculture ring-fenced no market opening in fruits vegetables grains or pulses 2.Dairy remains closed protection for small farmers and cooperatives continues security preserved no tariff cuts on core staples 4.Agri exports improve smoother approvals and faster access to the US market 5.Rural economy supported benefits for MSMEs food processing and allied sectors 6.Export advantage lower tariffs for Indian goods without added pressure on farmers Net result: Trade expansion without risking Indias farm sector."
X Link 2026-02-07T05:53Z [----] followers, [----] engagements
"CDSL Q2FY26 CONCALL Standalone (core depository) remains the engine: 9M FY26 PAT +5% YoY Q3 PAT +14% YoY Volume-linked and annuity-like revenues intact Consolidated weakness is subsidiary-led not core: 9M consolidated PAT -12% YoY CVL (KRA) PAT -54% YoY main drag CVL risk still unresolved: Revenue sharply lower while costs stayed elevated Management confident on KRA relevance vs CKYC but no clear earnings recovery visibility yet Technology costs = new normal: Spend driven by surge-capacity cyber security and regulatory upgrades Management unwilling to guide normalization structural margin cap"
X Link 2026-02-09T06:03Z [----] followers, [----] engagements
"ACTION CONSTRUCTION Q3FY26 CONCALL Q3FY26: Revenue [---] cr (flat YoY); PAT +8% YoY on margin expansion Margins: EBITDA 18.5% (+74 bps YoY) despite [---] cr one-off labour provision 9MFY26: Revenue -3% YoY but PAT +11%; EBITDA margin +186 bps Sequential trend: Q3 revenue +15% QoQ; clear post-CEV recovery Mix: Construction equipment 90% revenue 20% margin; agri margins weak FY26 guidance: Topline flattish margins better; volumes slightly lower Competition: China pressure only in heavy cranes; core cranes insulated Policy tailwinds: Govt capex + upcoming CIE (PLI-like) scheme Strategy:"
X Link 2026-02-10T04:32Z [----] followers, [----] engagements
"TITAN Q3FY26 RESULTS Strong YoY growth across key metrics: Net Profit at [----] Cr up 48.5% YoY Revenue at [-----] Cr registering 40% growth EBITDA at [----] Cr up 54.7% YoY Margins expanded by [---] bps to 10.4% Stock trading at ALL TIME HIGHS . #TITAN #tata #GOLD @titanwatches https://twitter.com/i/web/status/2021206288257122569 https://twitter.com/i/web/status/2021206288257122569"
X Link 2026-02-10T12:55Z [----] followers, [----] engagements
"RRP SEMICONDUCTOR ZERO REVENUEMULTIBAGGER STOCK . Revenue: [--] the company believes in minimalism. Profits: [--] consistency is key. Core business: still in the imagination phase. Cash flows: invisible to the naked eye. Valuation: driven by hope hype and momentum. Fundamentals: postponed not cancelled. Market lesson: prices can run far ahead of businesses. A classic reminder that in bull markets stories often compound faster than earnings. Revenue: [--] Profits: [--] Operations: optional #MultiBagger https://twitter.com/i/web/status/2021625810860618050"
X Link 2026-02-11T16:42Z [----] followers, [----] engagements
"THESE COMPANIES MAKE MORE PROFIT THAN MOST COUNTRIES [--] 1.Alphabet (Google): [-------] crore [--]. Apple: [-------] crore [--]. Microsoft: [------] crore 4.NVIDIA: [------] crore 5.Saudi Aramco: [------] crore [--]. Amazon: [------] crore 7.Berkshire Hathaway: [------] crore 8.Meta Platforms: [------] crore [--]. JPMorgan Chase: [------] crore 10.TSMC: [------] crore #Google #applemedia #Microsoft #aramco #Metaverse #Amazon #SemiconductorTech https://twitter.com/i/web/status/2021797250771632429 https://twitter.com/i/web/status/2021797250771632429"
X Link 2026-02-12T04:03Z [----] followers, [----] engagements
"NIFTY IT INDEX DOWN BY 5% TCS:-5% INFOSYS:-5% COFORGE:-5% LTIM:-4% TECH MAHINDRA:-4% Is AI the real threat that street has realised now Dividend and Buyback playing the spoiler SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore"
X Link 2026-02-12T04:09Z [----] followers, [----] engagements
"TECH RUNS THE WORLD HERES THE PROOF TOP [--] COMPANIES MARKET CAP 1.NVIDIA: [---] lakh crore 2.Alphabet: [---] lakh crore [--]. Apple: [---] lakh crore [--]. Microsoft: [---] lakh crore [--]. Amazon: [---] lakh crore 6.TSMC: [---] lakh crore 7.Meta Platforms: [---] lakh crore 8.Broadcom: [---] lakh crore 9.Saudi Aramco: [---] lakh crore 10.Tesla: [---] lakh crore #nvidia #Google #AmazonPrime #tesla https://twitter.com/i/web/status/2022160167014740388 https://twitter.com/i/web/status/2022160167014740388"
X Link 2026-02-13T04:05Z [----] followers, [----] engagements
"@AdeParimal Indian IT - we will give you dividend and buy backs . Markets - we will wipe out [--] lakh crore market cap . Peak Indian IT VIBES "
X Link 2026-02-13T05:54Z [----] followers, [---] engagements
"@grok @Jay_writers Thank you @grok #factcheck"
X Link 2026-02-13T08:36Z [----] followers, [--] engagements
"@darshanvmehta1 TCS built its FIRST AI MODEL"
X Link 2026-02-13T11:06Z [----] followers, [----] engagements
"ADANI GROUP:NOT A COMPANY AN EMPIRE IN MOTION [--]. Ports & Terminals Adani Ports and SEZ Adani Container Terminal Adani International Container Terminal Adani Ennore Container Terminal Adani Vizhinjam Port Adani Hazira Port Adani Dhamra Port Adani Krishnapatnam Port Adani Gangavaram Port Adani Mundra Port Adani Kattupalli Port Adani Harbour Services Adani Port Infrastructure Adani Ports Logistics [--]. Logistics Adani Logistics Adani Agri Logistics Adani Railways Transport Adani Logistics Infrastructure Adani Warehousing Adani Shipping Adani Road Transport Adani Logistics Services [--]. Power &"
X Link 2026-02-15T06:58Z [----] followers, 14.6K engagements
". [--]. BERKSHIRE HATHAWAY CLASS A [--------] [--]. LINDT & SPRNGLI AG (REGISTERED SHARES) [--------] [--]. NVR INC. [------] [--]. BOOKING HOLDINGS INC. [------] 5.SEABOARD CORPORATION [------] 6.AUTOZONE INC. [------] 7.MARKEL GROUP INC. [------] [--]. FIRST CITIZENS BANCSHARES CLASS A [------] [--]. WHITE MOUNTAINS INSURANCE GROUP [------] [--]. MERCADOLIBRE INC. [------] NOTE: βFor conversion [--] USD= [--] INR is used . βAbove data does not compare valuations . βAbove price is for [--] share . NO RECOMMENDATION. #berkshire #lindt #markel #nvr #equity https://twitter.com/i/web/status/1999704926461788479"
X Link 2025-12-13T04:56Z [----] followers, [----] engagements
"The great INDIAN BUYBACK and DIVIDEND Theory . SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is"
X Link 2026-02-13T04:58Z [----] followers, [----] engagements
"( - ) 1.Action Construction 2.Ador Welding 3.Aegis Logistics 4.Alembic Pharma 5.Allied Blenders 6.Asahi Glass 7.Astral 8.Bliss GVS Pharma 9.CEAT 10.Choice International 11.Cupid 12.DB Corp 13.Enviro Infra 14.Haldyn Glass 15.Hariom Pipe 16.Indegene 17.Insolation Energy 18.Jubilant Pharmova 19.Khaitan Chemical 20.Kilburn Engg 21.Kross [--]. La Opala 23.Maharashtra Seamless [--]. Man Infra 25.Manaksia Aluminium 26.Nahar Poly 27.NIBE 28.Paisalo Digital 29.Paradeep Phosphate 30.Paushak 31.Pitti Engg 32.Power Mech 33.Rain Industries 34.Royal Orchid Hotel 35.Sarla Performance 36.SEAMEC Ltd 37.Senores"
X Link 2025-10-01T08:39Z [----] followers, 47.7K engagements
"// 1.AARTI PHARMA 2.ADITYA VISION 3.AURIONPRO SOLUTION 4.AXISCADES TECH 5.BIRLASOFT 6.COHANCE LIFE 7.DODLA DAIRY 8.GLOBUS SPIRIT 9.MASTEK 10.MOSCHIP TECH 11.NATCO PHARMA 12.PARAG MILK ELECTROPLAST 14.POLYCAB 15.SALZER ELECTRONICS 16.SHAILY ENGG 17.SIGACHI INDS 18.VASCON ENGG INDS 20.VPRPL Above includes Block deals/ Open Market Selling . No BUY/SELL recommendation @SumitResearch #StockMarketIndia #Nifty #Sensex #Investing #Trading #ShareMarket #promoter #MarketUpdate #Finance #BSE #nseindia http://19.VIP http://13.PG http://19.VIP http://13.PG"
X Link 2025-10-05T07:08Z [----] followers, 15.3K engagements
". AARTI PHARMALAB ADITYA VISION HEALTHCARE GLOBAL INDIGO POLYCAB TD POWER TIMEX USHA MARTIN Above include Promoter selling in Open market / block bulk deals. No recommendation to Buy/ Sell. @SumitResearch #PromoterSelling #NewAllTimeHigh #MarketMomentum #BullRun #StockMarketIndia #PromotersExitStocksRise #EquityRally #SmartMoneyMoves"
X Link 2025-10-25T07:38Z [----] followers, [----] engagements
"& [--] Oct [----] Nifty slipped 15% right after the visit [--] Dec [----] Nifty dropped 4% during the visit [--] Dec [----] Nifty eased 1.5% [----] Dec [----] Nifty fell 5% [--] Oct [----] Nifty corrected 5% [--] Dec [----] Nifty down 3.5% [--] Dec [----] 7th visit lined up. #Russia #putin #modi"
X Link 2025-12-04T05:15Z [----] followers, 744.9K engagements
"1. SHRIRAM MUFG: [-----] CR 2.RBL BANK EMIRATES NBD: [-----] CR 3.YES BANK SMBC: [-----] CR 4.SAMMAAN CAPITAL IHC: [----] CR 5.IDFC FIRST BANK WARBURG & ADIA: [----] CR #ShriramFinance #MUFG #rblbank #nbfc https://twitter.com/i/web/status/2001942024321479153 https://twitter.com/i/web/status/2001942024321479153"
X Link 2025-12-19T09:05Z [----] followers, 15.7K engagements
"SAME AI. TWO VERY DIFFERENT STORIES. CAPEX PLANNED BY TOP US TECH FOR AI: Amazon: [--] lakh crore Google: [--] lakh crore Meta: [--] lakh crore Microsoft: [--] lakh crore DIVIDEND PAYOUT BY TOP INDIAN IT: Oracle: 98% TCS: 94% Tech Mahindra: 93% HCL Tech: 93% US Tech is investing in AI to CREATE FUTURE REVENUE. Indian IT is using AI to PROTECT CURRENT MARGINS. Same technology. Different priorities. Very different futures. #Technology #ArtificialInteligence #nasdaq #Amazon #googlegemini https://twitter.com/i/web/status/2019632588697268337 https://twitter.com/i/web/status/2019632588697268337"
X Link 2026-02-06T04:41Z [----] followers, 24.8K engagements
"BET AGAINST AI AT YOUR OWN RISK β ANTHROPIC NO OF EMPLOYEES [----] REVENUE PER EMPLOYEE: [--] CRORE META PLATFORMS NO OF EMPLOYEES [-----] REVENUE PER EMPLOYEE: [--] CRORE MICROSOFT NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [----] CRORE ACCENTURE NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKH INFOSYS NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKHS TCS NO OF EMPLOYEES [------] REVENUE PER EMPLOYE: [--] LAKH WIPRO NO OF EMPLOYEES [------] REVENUE PER EMPLOYEE: [--] LAKH AI REPLACES HEADCOUNT WITH INTELLIGENCE. #NASDAQ100 #AI #TCS https://twitter.com/i/web/status/2022207776353878407"
X Link 2026-02-13T07:14Z [----] followers, 92K engagements
"PUBLIC SELLING. INSTITUTIONS BUYING. SMART MONEY AT WORK. STOCKS BOUGHT BY FII/DII IN Q3FY26 [--]. BSE [--]. Swiggy [--]. RBL Bank L [--]. Jamna Auto Industries [--]. CDSL [--]. Anand Rathi Wealth [--]. Craftsman Automation [--]. Can Fin Homes [--]. Latent View Analytics [--]. Repco Home Finance FII-DII Note : Above does not include Preferential /Promoter Selling etc #FII #DII #StocksToWatch https://twitter.com/i/web/status/2022489824343826473 https://twitter.com/i/web/status/2022489824343826473"
X Link 2026-02-14T01:55Z [----] followers, 28K engagements
"BLS INTERNATIONAL Q3FY26 CONCALL Financials Q3FY26: Revenue [---] cr (+44% YoY) EBITDA [---] cr (+25%) PAT [---] cr (+33%) 9MFY26: Revenue [----] cr (+46%) EBITDA [---] cr (+35%) PAT [---] cr (+36%) Cash & returns Cash & equivalents [----] cr (up QoQ) Interim dividend 2/share; management reiterated steady payout intent Visa & Consular (core business) Q3 revenue [---] cr (+20%) applications [----] lakh (+18%) EBITDA [---] cr 40% margin (+275 bps YoY) Net revenue per application [----] (+19%) Margin expansion driven by shift from partner-led to self-managed model Strong wins: Slovakia (global) MEA IndiaChina Cyprus"
X Link 2026-02-14T15:32Z [----] followers, [----] engagements
"@TradexWhisperer Any other pick with current valuations to play this theme"
X Link 2026-02-14T15:36Z [----] followers, [----] engagements
"THIS IS WHAT HAPPENS WHEN YOU DONT PANIC SELL. [--]. BALU FORGE INDUSTRIES MCAP [--] YEARS AGO: [----] Cr MCAP NOW: [----] Cr RETURN: [-----] [--]. SG MART MCAP [--] YEARS AGO: [----] Cr MCAP NOW: [----] Cr RETURN: [----] [--]. WAAREE RENEWABLE TECH MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. HINDUSTAN FOODS MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. CHOICE INTERNATIONAL MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [-----] Cr RETURN: [---] [--]. TIPS INDUSTRIES MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. OLECTRA GREENTECH MCAP [--] YEARS AGO: [--] Cr MCAP NOW: [----] Cr RETURN: [---] [--]. LLOYDS"
X Link 2026-02-15T09:18Z [----] followers, 28.9K engagements
"GOOD RESULTS BY KP GROUP KPI GREEN ENERGY Strong Q3 with margin expansion Highest-ever Revenue EBITDA PBT & PAT Revenue: [---] cr 45% YoY (Q2: [---] cr) EBITDA: [---] cr 73% YoY PBT: [---] cr (Q2: [---] cr) PAT: [---] cr (Q2: [---] cr) 9M PBT: [---] cr 9M PAT: [---] cr KP ENERGY Best-ever Q3 revenue EBITDA PBT & PAT with strong margin expansion Revenue: [---] cr 63% YoY (Q2: [---] cr) EBITDA: [--] cr 75% YoY PBT: [--] cr 69% YoY (Q2: [--] cr) PAT: [--] cr 59% YoY (Q2: [--] cr) 9M PBT/PAT: [---] cr / [---] cr Growth visibility: [--] GW multi-year order pipeline @FarukPatel3 @kpgroupgujarat Delighted to spend a full day with the"
X Link 2026-01-21T07:01Z [----] followers, [----] engagements
"RADICO KHAITAN Q3FY26 RESULT Revenue surged to [-------] Cr from [-------] Cr marking a 22.1% YoY and 7.3% QoQ growth. PBT (excluding exceptional items) rose sharply to [------] Cr from [------] Cr up 66.4% YoY and 16.0% QoQ. PAT increased to [------] Cr versus [-----] Cr registering a strong 62.3% YoY and 11.0% QoQ growth. Exceptional loss for the quarter: [----] Cr. #radico #consumption https://twitter.com/i/web/status/2014270714296385798 https://twitter.com/i/web/status/2014270714296385798"
X Link 2026-01-22T09:35Z [----] followers, [----] engagements
"ADANI ENERGY SOLUTIONS Q3FY26 RESULTS Revenue [----] Cr +16% YoY EBITDA [----] Cr +21% YoY PBT [---] Cr +43% YoY PAT down 8% YoY (base impact of one-time tax benefit last year) Adjusted PAT +30% YoY Cash Profit [----] Cr +23% YoY Key Business Updates: β Transmission availability at 99.7% (best-in-class) β Project pipeline under construction: [-----] Cr β Near-term transmission bidding opportunity [--] lakh Cr β Mumbai & Mundra distribution stable; losses at 4.03% β Smart meters installed [----] lakh; [--] crore+ by FY26 end β Smart metering pipeline [----] Cr meters (29500 Cr revenue) 9M FY26 capex at [----] Cr"
X Link 2026-01-22T10:59Z [----] followers, [----] engagements
"3 YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL STOCK RETURN:50% REVENUE: 60% PROFIT: 100% 3.ADANI GREEN STOCK RETURN:105% REVENUE: 39% PROFIT: 86% 4.ADANI POWER STOCK RETURN:400% REVENUE: 10% PROFIT: -45% 5.ADANI ENTERPRISES STOCK RETURN:100% REVENUE: -0.5% PROFIT: 160% 6.ADANI TOTAL GAS STOCK RETURN:5% REVENUE: 22% PROFIT: -3% 7.ACC STOCK RETURN:8% REVENUE: 20% PROFIT: 46% 8.AMBUJA CEMENTS STOCK"
X Link 2026-01-23T04:42Z [----] followers, 58.9K engagements
"INFOSYS Q3FY26 CONCALL Revenue growth re-accelerated: +2.2% QoQ CC +2.9% YoY; H1 revenue crossed $10 bn. FY26 guidance tightened to 23% CC growth; margin guidance unchanged at 2022%. H2 expected to be seasonally weaker; macro environment remains uncertain. Growth driven largely by realizations; volumes continue to remain soft. Strong deal momentum: Q2 large deal TCV $3.1 bn; H1 $6.9 bn majority net new. $1.6 bn UK NHS mega deal announced post Q2; 100% net new ramp-up begins this year. Financial Services & Manufacturing outperform; Retail and Hi-Tech remain cautious. Operating margin 21%"
X Link 2026-01-23T09:29Z [----] followers, [----] engagements
"HINDUSTAN ZINC -Q1FY26 CONCALL Q3 FY26: Execution + Margin Peak Management called Q3 one of the strongest quarters ever with record Q3 mined & refined metal 5-yr low zinc COP and all-time-high Revenue / EBITDA / PAT for both Q3 & 9M. Silver has become a key profit driver (44% of profits) on higher output and a 75% YoY price rally; FY26 silver guidance [---] [--] tons reiterated with Q4 expected to outperform Q3. 2x growth capex moves into execution: EPC partners locked; groundwork started for Debari integrated smelter and Rampura Agucha tailings reprocessing. Balance sheet inflection: Net cash"
X Link 2026-01-24T09:50Z [----] followers, 16.4K engagements
"CLARIFICATION FROM ADANI GROUP @AdaniOnline #AdaniGroup #adaniports #adani [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m [--] YEARS OF HINDENBURG :THE SHORT FAILED THE GROUP SURVIVED -STOCK RETUNS FROM HINDENBURG LOW. -REVENUE GROWTH SINCE FY24-TTM. -PEOFIT GROWTH SINCE FY24-TTM. 1.ADANI PORTS STOCK RETURN:250% REVENUE: 30% PROFIT: 50% 2.ADANI ENERGY SOL https://t.co/9QDC3FFu1m"
X Link 2026-01-24T10:30Z [----] followers, 28.7K engagements
"DALMIA BHARAT Q3FY26 CONCALL Volumes [---] Mt (+9.5% YoY); strong 10% growth. Trade mix 62% (temporary; to normalize to mid/high-60s). Revenue +10% YoY; pricing weak (NSR -4% QoQ). EBITDA [---] cr (+18% YoY); 823/ton. Logistics cost -5.6% YoY; 4550/ton cost savings achieved. Incentives run-rate guided [---] cr; net debt/EBITDA 0.6x. Capacity on track to [----] MTPA; long-term [------] MTPA by [----]. Mgmt thesis: cost + scale pricing price upside optional. #cement #Infrastructure #Growth https://twitter.com/i/web/status/2015428271882768665 https://twitter.com/i/web/status/2015428271882768665"
X Link 2026-01-25T14:15Z [----] followers, [----] engagements
"PROMOTERS KNOW THE BUSINESS. RETAIL KNOWS THE STORY. [--]. COHANCE PROMOTER EXIT PRICE:906 FALL FROM PROMOTER :-60% [--]. PG ELECTROPLAST PROMOTER EXIT PRICE:780 FALL FROM PROMOTER :-35% [--]. SUZLON PROMOTER EXIT PRICE:65 FALL FROM PROMOTER:-31% [--]. WHIRLPOOL PROMOTER EXIT PRICE:1045 FALL FROM PROMOTER:-24% [--]. BLACKBUCK PROMOTER EXIT PRICE:676 FALL FROM PROMOTER:-20% [--]. INDIGO PROMOTER EXIT PRICE:5350 FALL FROM PROMOTER:-12% [--]. PEARL GLOBAL INDS PROMOTER EXIT PRICE:1600 FALL FROM PROMOTER:-12% [--]. ASK AUTOMOTIVE PROMOTER EXIT PRICE:473 FALL FROM PROMOTER:-10% [--]. TAJ JVK PROMOTER EXIT PRICE:400"
X Link 2026-01-27T06:53Z [----] followers, 42.9K engagements
"ASIAN PAINTS Q3 FY26 RESULTS Revenue: [-------] Cr vs [-------] Cr (+3.71% YoY +3.94% QoQ) PBT (Ex-Exceptional): [-------] Cr vs [-------] Cr (+8.47% YoY +18.34% QoQ) PAT: [-------] Cr vs [-------] Cr (-4.56% YoY +6.67% QoQ) Other Income: [------] Cr (YoY) vs [------] Cr QoQ decline to [------] Cr Exceptional Item: Q3 witnessed an exceptional loss of [------] Cr impacting reported PAT. Volume growth 7.9% #asianpaint #painted #StocksToWatch https://twitter.com/i/web/status/2016103868271362097 https://twitter.com/i/web/status/2016103868271362097"
X Link 2026-01-27T10:59Z [----] followers, [----] engagements
"SILVER IS SCARCER THAN YOU THINK Silver Reserve of countries in MT 1.Peru: [------] 2.Australia: [-----] 3.Russia: [-----] 4.China: [-----] 5.Poland: [-----] 6.Mexico: [-----] 7.Chile: [-----] 8.United States: [-----] 9.Bolivia: [-----] 10.India: [----] Source : MMTC PAMP . #silverprice #metal #silversqueeze #Silver https://twitter.com/i/web/status/2016420244324237532 https://twitter.com/i/web/status/2016420244324237532"
X Link 2026-01-28T07:57Z [----] followers, 70.3K engagements
"TD POWER Q3FY26 RESULTS Revenue: [------] Cr vs [------] Cr +26.36% YoY -2.16% QoQ EBITDA: [-----] Cr vs [-----] Cr +31.23%YoY -2.67% QoQ PAT: [-----] Cr vs [-----] Cr +25.34% YoY -6.44% QoQ Margins stable; no exceptional items FY26 guidance maintained at [----] Cr FY27 guidance revised upward to [----] Cr #power #Ai https://twitter.com/i/web/status/2016853103405126089 https://twitter.com/i/web/status/2016853103405126089"
X Link 2026-01-29T12:37Z [----] followers, [----] engagements
"EVERY GREAT BUBBLE LOOKED INVINCIBLE 1.Tulip Mania (163637): [---] 2.Dow Jones (192429): [--] [--]. Gold (197180): [--] 4.Oil (197381): [--] 5.Nasdaq (19952000): [--] 6.Bitcoin (202021): [--] [--]. Silver (2024-26):4x Bubbles dont burst because news turns badthey burst when everyone who could buy has already bought. #Silver #Bitcoin2024 #GOLD https://twitter.com/i/web/status/2017103445027590586 https://twitter.com/i/web/status/2017103445027590586"
X Link 2026-01-30T05:11Z [----] followers, 36.3K engagements
"YOU HAVE BEEN WARNED SILVER CRASH EVERY GREAT BUBBLE LOOKED INVINCIBLE 1.Tulip Mania (163637): [---] 2.Dow Jones (192429): [--] [--]. Gold (197180): [--] 4.Oil (197381): [--] 5.Nasdaq (19952000): [--] 6.Bitcoin (202021): [--] [--]. Silver (2024-26):4x Bubbles dont burst because news EVERY GREAT BUBBLE LOOKED INVINCIBLE 1.Tulip Mania (163637): [---] 2.Dow Jones (192429): [--] [--]. Gold (197180): [--] 4.Oil (197381): [--] 5.Nasdaq (19952000): [--] 6.Bitcoin (202021): [--] [--]. Silver (2024-26):4x Bubbles dont burst because news"
X Link 2026-01-30T17:58Z [----] followers, 11.2K engagements
"CDSL Q3FY26 RESULTS Net profit grew 2.5% YoY to [-----] cr (vs [---] cr) Revenue increased 9.5% YoY to [-----] cr (vs [---] cr) EBITDA edged up 0.3% YoY to [---] cr (vs [-----] cr) EBITDA margin stood at 52.9% down from 57.8% YoY https://twitter.com/i/web/status/2017574205441925177 https://twitter.com/i/web/status/2017574205441925177"
X Link 2026-01-31T12:22Z [----] followers, [----] engagements
"BUDGET FY2027 STT RAISED Index / Stock Futures STT: 0.05% Charged on: Sell side only Example: If contract value = [------] π STT NOW [--] Options (Buy & Sell) Option Buy STT: Nil Option Sell STT: 0.15% Charged on: Premium value Example: Premium received = [------] π STT NOW [---] STT remains same for DELIVERY of stocks . #BudgetSession2026 #stt #NirmalaSitharaman #Budget https://twitter.com/i/web/status/2017864096629010700 https://twitter.com/i/web/status/2017864096629010700"
X Link 2026-02-01T07:34Z [----] followers, 12.1K engagements
"KEY HIGHLIGHTS OF FY27 BUDGET [--]. Total Capital Expenditure: [----] lakh crore (+9.96% YoY) 2.Fiscal deficit targeted at 4.3% of GDP for FY [--] 3.Disinvestments budgeted at [-----] crore 4.STT increased for Futures and Options to 0.05% and 0.15% respectively 5.Fisheries in EEZ/High seas made free of duty 6.ECMS increased from [--] lakh crore to [--] lakh crore 7.Biopharma SHAKTI initiative of [-----] crore over [--] years [-------] crore for MSME Growth fund [--]. Safe harbour threshold for IT services raised from [---] crore to [----] crore 10.Setting High Level Committee on Banking for Viksit Bharat 11.PROIs"
X Link 2026-02-01T15:02Z [----] followers, [----] engagements
"TWO ECONOMIES. ONE POWER PARTNERSHIP. Income tax slab relaxation GST rate cuts Election outcomes IndiaEU trade deal progress STT hike concerns IndiaUS trade deal How narratives changes #tradedeal #India #usa #Trump #Modi #indiaustradedeal #IndiaUSRelations #StockMarketIndia https://twitter.com/i/web/status/2018379624867299355 https://twitter.com/i/web/status/2018379624867299355"
X Link 2026-02-02T17:42Z [----] followers, 14.1K engagements
"Himatsingka Seide Gokaldas Exports Indo Count Industries Welspun Living Pokarna Garware Hi Tech Films Goldiam International Kitex Garments Trident PDS Ltd LT Foods Avanti Feeds Apex Frozen Foods Bharat Forge Sona BLW Ramkrishna Forgings Aarti Industries Atul Ltd No recommendation https://twitter.com/i/web/status/2018411050782335425 https://twitter.com/i/web/status/2018411050782335425"
X Link 2026-02-02T19:47Z [----] followers, [----] engagements
"HOW DID THESE MARKET DARLINGS LOSE ALL THE LOVE Stock Price Fall from ALL TIME HIGHS 1.Lux Industries: 80% 2.Adani Energy Solutions: 77% 3.Cohance Lifesciences: 77% 4.Happiest Minds: 75% 5.Laxmi Organics: 75% 6.Sheela Foam: 70% 7.Relaxo Footwears: 70% 8.Clean Science: 70% 9.Whirlpool: 68% 10.Salzer Electronics: 63% No Recommendation . #StockMarkets #StocksToWatch #StockMarket https://twitter.com/i/web/status/2019289118828818536 https://twitter.com/i/web/status/2019289118828818536"
X Link 2026-02-05T05:56Z [----] followers, 14.1K engagements
"@InvestorOfJAMMU You cant beat Vedanta"
X Link 2026-02-05T12:58Z [----] followers, [---] engagements
"@marketwalalove Please read about Anthropic"
X Link 2026-02-06T13:07Z [----] followers, [---] engagements
"Q2 revenue: [---] cr; PAT margin: 12%. H1 earnings: +21% YoY. Mix: Domestic:International 70:30; Industrial 15% Aftermarket 12%. Promoters own 51.2%; full split from NIBL done; [--] cr one-off already booked. Market leader: Cylindrical bearings (30% value share) Needle rollers (60% India). EV-agnostic; lifetime order pipeline [---] cr (BMW MB Renault Stellantis). Heavy push into industrial import substitution + aerospace (5075 cr small acquisition). Capex: [---] cr over [--] years; first [---] cr underway; new capacities live by Q1 FY28. Global footprint (Thailand mfg + USA/Germany sales) will sit under"
X Link 2025-11-19T06:54Z [----] followers, [----] engagements
"@SumitResearch Sir market apni wajah se girta h reason hum bana detee h"
X Link 2024-11-04T05:36Z [----] followers, [----] engagements
"@nid_rockz @soicfinance A guy who has Netweb holding VS a guy who wanted to buy Netweb but still remains in the watchlist "
X Link 2025-01-18T18:56Z [----] followers, [----] engagements
"@SECTOR_RES0123 If buying at the top is an ART . You are the ARTIST of it ππ"
X Link 2025-03-08T09:24Z [----] followers, [----] engagements
"Valuation Ratios by Sector India Banks: Key Ratios: Price to Book (P/B) ROE Why: Reflects capital efficiency and core capital base. NBFCs / Housing Finance: Key Ratios: P/B P/E Why: Captures leverage and earnings predictability. Life Insurance: Key Ratios: Embedded Value (EV) P/EV Why: EV represents the present value of future profits plus net worth. General Insurance: Key Ratios: Price to GWP P/B Why: Premium scale and solvency drive value. Asset Management: Key Ratios: P/E % of AUM Why: Fees are tied to AUM; scalable profits. Capital Markets: Key Ratios: EV/EBITDA P/E Why: Stable"
X Link 2025-06-26T15:46Z [----] followers, 27.1K engagements
"/ [--]. Anup Engineering [--]. Supreme Industries [--]. Gala Precision Engineering [--]. Mrs. Bectors Food [--]. Man Infraconstruction [--]. Maharashtra Seamless [--]. Suprajit Engineering [--]. KP Group [--]. Orient Bell [--]. GNA Axles [--]. Enviro Infra [--]. Zydus Wellness [--]. Westlife Food [--]. Som Distilleries [--]. DB Corp [--]. Zee Entertainment [--]. Linc Ltd [--]. Sunteck Realty [--]. Nicco Park [--]. Mach Conferences [--]. Star Cement [--]. SKM Egg Products [--]. Kilburn Engineering [--]. Emmforce Auto [--]. Bliss GVS Pharma [--]. International Conveyors @SumitResearch #PromoterBuying #StockMarketIndia #Investing #Q1FY25"
X Link 2025-07-08T19:36Z [----] followers, [----] engagements
"/ [--]. Aarti Pharma 2.Avantel 3.Axiscades Tech 4.Fusion Finance 5.Garvita India 6.Navin Fluorine Electroplast 8.Privi Speciality 9.RACL Geartech Kelkar Power 12.Ultra Pigment 13.Usha Martin 14.Voltamp Transformer 15.Wendt (India) @SumitResearch #StocksToWatch #promoterselling http://11.TD http://10.SH http://7.PG http://11.TD http://10.SH http://7.PG"
X Link 2025-07-13T12:25Z [----] followers, 10.2K engagements
"@amitisinvesting Thanx for Palantir/ hood . Whats the best proxy to play ETH via a stock Kindly reply"
X Link 2025-07-20T16:47Z [----] followers, 48.3K engagements
"@SumitResearch @sunilgurjar01 bhai kitna copy karega"
X Link 2025-07-26T17:15Z [----] followers, 15.9K engagements
"CON CALL WAAREE RENEWABLE TECH Q1 FY26 Revenue: [-----] Cr (+155% YoY) EBITDA: [-----] Cr (+186% YoY); EBITDA Margin: 19.5% PAT: [----] Cr (+207% YoY) Execution: [---] MWp of solar EPC projects completed Order Book: [----] GWp; [---] Cr inflow in Q1 πΉ Industry Tailwinds India crossed 50% power capacity from non-fossil fuels Solar installs in H1 [----] up 52% YoY Strong policy push: PM Surya Ghar Solar Parks PM Kusum Energy storage demand to rise to [---] GWh by [----] πΉ Business Model & Strength Pure-play EPC player (turnkey + BoS models) Strong execution with large projects (up to [--] GW) Order pipeline of 25"
X Link 2025-07-28T04:47Z [----] followers, [----] engagements
"India IT/Tech 5Y CAGR TCS Revenue: 10% PAT: 8% Stock: 7% Infosys Revenue: 12% PAT: 10% Stock: 10% HCL Tech Revenue: 11% PAT: 10% Stock: 17% Wipro Revenue: 8% PAT: 6% Stock: 13% LTIMindtree Revenue: 28% PAT: 25% Stock: 16% - USA Tech 5Y CAGR NVIDIA Revenue: 64% PAT: 90% Stock: 73% Microsoft Revenue: 14% PAT: 18% Stock: 24% Apple Revenue: 9% PAT: 15% Stock: 16% Amazon Revenue: 18% PAT: 37% Stock: 9% Google (Alphabet) Revenue: 17% PAT: 26% Stock: 26%"
X Link 2025-07-28T11:40Z [----] followers, [----] engagements
"India Defence 3Y CAGR Mazagon Dock Revenue: 26% PAT: 57% Stock: 172% Cochin Shipyard Revenue: 12% PAT: 13% Stock: 119% Garden Reach Revenue: 42% PAT: 43% Stock: 113% BEL Revenue: 16% PAT: 31% Stock: 62% HAL Revenue: 8% PAT: 18% Stock: 64% Bharat Dynamics Revenue: 6% PAT: 2% Stock: 59% @SumitResearch #DefenceStocks #HAL #BEL #MazagonDock #CochinShipyard #GRSE #BDL #StockMarketIndia #AtmanirbharBharat"
X Link 2025-07-29T05:24Z [----] followers, [----] engagements
"πΉ Deal: Acquires 35.75% in South Africas Adcock Ingram for [----] Cr (US$240 Mn) @ ZAR 75/share; intent to delist. Adcock Scale: FY25 revenue US$536 Mn; EBITDA margin 1415%. Strong OTC + Prescription brands. Post-Deal Stake: NATCO 35.75% Bidvest 64.25% (not exiting); NATCO gets 1/3rd board seats. π― Diversifies beyond US; enters stable African pharma market. Leverages Adcocks strong local brands + manufacturing. Pipeline synergies: NATCOs complex generics to flow via Adcock. Export potential: PIC/S plants open doors to LatAm & Africa. π Equity method consolidation of profits (35.75%)."
X Link 2025-07-29T12:48Z [----] followers, [----] engagements
"CON CALL SAMBHAV STELL Q1 FY26 πΉ Strong Q1 FY26 Performance: Revenue: [---] Cr (+69% YoY +13% QoQ) Highest ever EBITDA: [--] Cr (+58% YoY) Margin: 13% PAT: [--] Cr (+35% YoY +103% QoQ) Sales Volume: [-----] MT vs [-----] MT YoY πΉ Business Highlights: Fully integrated steel manufacturer based in Chhattisgarh Product mix: ERW pipes GI/GP coils SS coils sponge iron HR coils Dealer network: 700+ dealers [--] distributors across India In-house power generation (25 MW) ensures energy self-reliance πΉ Strategic Expansion Plans: Kuthrel facility already operational; doubling capacity of SS & GP coils by Q4"
X Link 2025-07-30T05:07Z [----] followers, [----] engagements
"CON CALL PCBL Q1 FY26 Revenue [----] Cr EBITDA [---] Cr (+2.5% QoQ) PAT [--] Cr Sales: 1.54L MT (+2.6% QoQ) 10% Specialty EBITDA/MT: [-----] Exports: 41% of volume Revenue [---] Cr EBITDA [--] Cr Volumes +9% YoY FY26 EBITDA guidance: [---] Cr Generation: [---] MUs (+11% YoY) EBIT up [--] Cr QoQ & & [---] Cr annual capex plan Focus on specialty black battery chemicals acetylene black Nanovace pilot by CY-end US patent granted for energy storage tech Target [--] Mn T capacity by FY28 Focus on exports margin improvement & specialty shift @SumitResearch #PCBL #StockMarket #StockMarketUpdate"
X Link 2025-07-31T05:45Z [----] followers, [----] engagements
"Capacity Additions: [---] GW in Q1; [---] GW in LTM. CapEx [----] Cr. Energy Sales: +42% YoY to [----] BU. Power revenue [----] Cr (+31%). EBITDA: [----] Cr (+31% YoY); margin 92.8%. Cash profit [----] Cr. Gross Block: [-----] Cr; annualized EBITDA run-rate [-----] Cr. Merchant Tariffs: Solar 2.20/unit () Wind 5.70/unit (). Gross Debt: [-----] Cr; cost of borrowing 9.19.2%. Project Pipeline: [----] GW (31.5 GW PPA-backed). BESS & PSP: [--] GW PSP target intact; BESS strategy in place. Execution: No major labour/transmission issues; strong infra at Khavda. ESG: #1 in FTSE Russell CRISIL NSE ESG ratings. Outlook:"
X Link 2025-08-02T08:12Z [----] followers, [----] engagements
"Revenue +17.5% YoY (CC); EBITDA margin at 21.4%. PAT [--] Cr (+68% QoQ); Utilization at 78.9% (9-qtr high). BFSI now top vertical (26% rev); GenAI +90% YoY broke even. Active clients: 285; repeat biz 94%. US share down to 60% (from 75%); India & APAC growing. Focus: Digital GenAI automation (28% of rev). Guidance: Double-digit growth; 2022% EBITDA margin. @SumitResearch #StockMarket #stockmarketsindia"
X Link 2025-08-05T06:33Z [----] followers, [----] engagements
"π¦ ( π°) [--]. China $121B [--]. Russia $67B [--]. USA $42B [--]. UAE $37B [--]. Saudi Arabia $34B [--]. Iraq $29B [--]. Indonesia $24B [--]. S. Korea $19.6B [--]. Japan $18.7B [--]. Switzerland $18.5B @SumitResearch #tarriffwar #TarrifsOnIndia #import #TrumpTariff"
X Link 2025-08-07T15:22Z [----] followers, [----] engagements
"Volumes +10% YoY; revenue +1% (821 cr). Core EBITDA [--] cr (+43%) margin 10.4%. [---] new showrooms signed; rural brands +60% YoY. E-com +66%; strong GCC growth. [---] cr synergy savings from Kurlon; [--] cr more by FY26-end. Net debt [------] cr; aiming [------] cr cut. Furlenco PAT [--] cr; revenue target [------] cr FY27. Guidance: 15% topline CAGR 1415% margin @SumitResearch #sheelafoam #turnaround #StockMarket"
X Link 2025-08-09T05:10Z [----] followers, [----] engagements
"1. Financials Revenue 851Cr (5% YoY) EBITDA 203Cr (19% margin 4.3%) Adj. PAT 132Cr (7%). [--]. BEV Business BEV revenue share fell to 28% (from 33% YoY) due to: EU EV client revenue delay (term change Q1 Q2) Weak demand at a large global EV customer Chinas rare earth ban disrupting motor production US 25% auto tariff slowing orders [--]. Strategic Diversification Non-auto share doubled QoQ to 20% (Railways off-highway). India is now largest market (37%) NA at 34% Asia up to 8% on China push. [--]. Order Book π Record 26200Cr order book (75% EV) New wins 2800Cr incl. 1500Cr BEV driveline order (NA OEM"
X Link 2025-08-10T04:39Z [----] followers, [----] engagements
"Sugar 347cr (-14%) on lower quota recovery at 8.02% realizations 41.99/kg. CPG 192cr (-11% staples +33% YoY) with value-added & browns expansion to 2L outlets. Distillery 296cr (+13% [---] LL sales high utilization) lobbying for ethanol price hike. Refinery 908cr (-25%) PBT 0.67cr. Co-gen 7.5cr Nutraceuticals down YoY. Macro: Mild global surplus from Brazil India Thailand; prices $0.16/lb (vs $0.215). Brazil may switch to ethanol if prices stay low; EU output down. India output [----] MMT consumption [----] MMT [---] MMT to ethanol stocks [---] MMT; good monsoon supports crop outlook. Outlook:"
X Link 2025-08-14T05:58Z [----] followers, [----] engagements
": Revenue 703cr (7.6% YoY) due to muted demand/regulations. EBITDA 142.6cr (+13.6% margin 20.3%). PAT 96.8cr (+15.7%). Margin gains from cost efficiency soft commodities & price hikes (712%). Other income 50cr (surplus cash). : CEV Stage V shift drove price hikes & muted demand (pre-buying in FY25 monsoon macro tensions). Cranes revenue 605cr (12% YoY) but margins up; Agri +8%; tower cranes & forklifts volumes . & : Exports 27cr; target 67% FY26 1015% medium term. Defence order execution from Q3; 5070cr FY26 200cr FY27. Defence+exports to form 10% revenues. : Hydra-type 7075% share; new-gen"
X Link 2025-08-20T03:46Z [----] followers, [----] engagements
": Revenue [---] cr (+10% YoY) PAT [--] cr (+24% YoY) EBITDA margin 11%. Gross margin 59.7% (down [--] bps YoY up [--] bps QoQ). : Products: Double-digit growth; economy & premium water purifiers + strong robotics (VC up 52%). Services: Double-digit bookings AMC mix improving; digital AMC share 66%. Revenue lag due to amortization. : Penetration (EWP only 6% in India) premiumization (IoT 2-year filters new region-specific filters). Robotics-led VC growth. Service digitalization & multi-year AMCs. & : Cost discipline intact; service costs front-loaded but margins expected to expand in FY26 (not"
X Link 2025-08-21T04:14Z [----] followers, [----] engagements
"1. Financial Performance Revenue: [-----] Cr (+31.2% YoY) EBITDA: [----] Cr (+22.6% YoY); Margin: 12.76% (vs 13.73% YoY) PBT: [----] Cr (+89% YoY) driven by higher revenue & lower interest costs Segmental Revenue: Cranes: [-----] Cr (+36% YoY) Tractors: [-----] Cr (+24.6% YoY) Unit Sales: Cranes [---] units; Tractors [---] units [--]. Capacity Expansion & Capex Baddi Plant Expansion: +3600 crane units; Capex: [--] Cr; Trial production by Jan [----] Current Capacity: [--------] units/year at near 100% utilization Tower Cranes: Prototype in [--] months; [---] units targeted in FY27 [--]. Product Portfolio & Tech Cranes:"
X Link 2025-08-27T06:02Z [----] followers, [----] engagements
"India: Highest US tariff rate in Asia (50%) driven mainly by secondary tariffs. China: 30% tariff mostly from the US-China trade war truce. Laos & Myanmar: 40% tariff from reciprocal rates (tariffs applied in response to their barriers). Brunei Bangladesh Sri Lanka Taiwan Vietnam Cambodia Indonesia Malaysia Pakistan Philippines: Tariff range mostly 2030%. Thailand Japan South Korea: Lowest tariff range (1520%). India stands out because its secondary tariff rate is significantly above all peers. @SumitResearch #TrumpTariff #IndiaUSTariff #trump #IndianEconomy #india #USA"
X Link 2025-08-27T12:12Z [----] followers, [----] engagements
". [--]. Action Construction 2.Aegis Logistics 3.Allied Blenders 4.Anup Engineering 5.Bliss GVS Pharma 6.DB Corp 7.Enviro Infra 8.Hariom Pipe 9.Khaitan Chemical 10.Kilburn Engg 11.Kross [--]. La Opala 13.Maharashtra Seamless [--]. Man Infra 15.Nahar Poly 16.Paushak 17.Pitti Engg 18.Rain Industries 19.Royal Orchid Hotel 20.SEAMEC Ltd 21.Senores Pharma 22.Shakti Pump 23.Shoppers Stop 24.SKM Egg 25.Som Distillers 26.STEL Holding 27.Suraksha Diagnostics [--]. Tokyo Plastic 29.Ugar Sugar 30.Yash Highvoltage @SumitResearch #StocksToWatch #Stocks #BSE #stockmarketsindia"
X Link 2025-08-30T04:28Z [----] followers, [----] engagements
"- Hair oil shampoo toothpaste shaving cream: 18% 5% Butter ghee cheese namkeens utensils diapers sewing machines: 12% 5% Farmers & Agriculture Tractor tyres tractors bio-pesticides drip irrigation agri machines: 1218% 5% Healthcare Health & life insurance: 18% Nil Thermometer oxygen kits glucometers spectacles: 12% 5% Automobiles Cars (Petrol Diesel Hybrid LPG CNG) bikes 3-wheelers: 28% 18% Education Maps charts pencils notebooks erasers: 512% Nil Electronic Appliances ACs TVs monitors washing machines: 28% 18% Process Reforms Faster registration & provisional refunds Zero-rated supplies &"
X Link 2025-09-03T17:03Z [----] followers, [----] engagements
"Financials Revenue: [---] cr (+17% YoY) EBITDA: [--] cr (+18% YoY) margin 13% (in guidance band 1315%) PAT: [--] cr (+20% YoY margin 9%) Net Cash: [---] cr; RoCE 18% RoE 15% Dividend: 4/share (200% FV) 10th straight quarter net cash positive Orders & Pipeline Order Book: [-----] cr (5x annual revenue) 98% backed by payment security. Mix: 40% international 75:25 municipal vs industrial O&M share 20%. Key Wins: Saudi Arabia Yanbu Desalination: [----] cr [---] MLD (largest-ever order). BWSSB (Bangalore): [---] cr DBOT advanced reuse. Pipeline: [----] cr preferred bidder status (ex-Yanbu). Active bids across India"
X Link 2025-09-08T05:36Z [----] followers, [----] engagements
"Revenue [---] cr (+11% YoY) EBITDA [--] cr (+11%) PAT [--] cr (+7%). EV deliveries: [---] units; cumulative [----] (2812 e-buses + [--] e-tippers). Net order book: [-----] buses (MSRTC BEST TSRTC HRTC e-tippers). FY26 guidance: [----] e-buses; H2 to be strongest. New plant (5k buses scalable 10k) ready by Q4; capex [---] cr loan [---] cr. Blade battery buses (30% lighter/cheaper [---] km range) commercial launch Q3. Margins: steady-state 12%; battery cost deflation supportive. PM e-DRIVE tender (10900 buses) Olectra participating. Insulators biz: FY26 rev target [---] cr (+39% YoY) exports 30%. @SumitResearch"
X Link 2025-09-12T06:35Z [----] followers, [----] engagements
"Flows: Lower US rates reduce the yield differential with India prompting higher FII inflows into domestic equity and debt. This provides incremental liquidity support for Indian markets. 2.Currency Dynamics: Inflows combined with softer USD yields could stabilize or strengthen the INR improving macro stability and reducing imported inflation risk. 3.Sectoral Impact: Interest-rate sensitive sectors (banks NBFCs autos real estate) benefit from the easing-rate environment. Export-oriented businesses gain from stronger global demand outlook and cheaper capital availability. 4.Monetary Policy"
X Link 2025-09-18T08:22Z [----] followers, [----] engagements
"Governance: ID resignation flagged Board process issues (not compliance lapses). Independent review ordered; report in [--] days. Delay in exchange disclosure acknowledged. Board: Current [--] IDs vs [--] promoters; plan to restore 4:4 balance within [--] months. Audit Committee refreshed with ID Mr. Dogra. Financials: One-off 58cr export receivable write-off (Africa FY25). CFO confirmed nil pending; no similar provisions expected in FY26. Strategy: Board approved enabling resolution for real estate/land monetization (1 dissent). Awaiting shareholder nod; details to follow. CSR: 40cr spent in [--] yrs;"
X Link 2025-09-19T08:06Z [----] followers, [----] engagements
"1. Granules 77% 2.eClerx 76% 3.Natco Pharma 70% 4.Avanti Feeds 69% 5.Syngene 65% 6.Neuland Lab 54% 7.Gland Pharma 53% 8.Marksans Pharma 52% 9.Dr Reddy 50% 10.Zydu Life Science 45% 11.Aurobindo Pharma 45% 12.Bharat Forge 44% 13.Biocon 44% 14.Trident 39% [--]. LT Food 38% @SumitResearch #h1bvisa #h1bnews #indiaustradedeal #VisaFee #ImmigrationPolicy #USImmigration #TechWorkers #VisaReform #VisaUpdate #PolicyChange"
X Link 2025-09-20T08:24Z [----] followers, [----] engagements
"Production Target: [----] Mtpa ore by FY31 (8090 kt MIC vs [--] kt now). Mine Ramp-Up: Malanjkhand [--] Mtpa Khetri [---] Mtpa Jharkhand cluster [---] Mtpa (Rakha via MDO Kendadih soon Surda restarted). Costs: $50006000/t MIC globally competitive. Capex: INR [----] cr to FY31 (mainly Malanjkhand); Rakha MDO capex INR [--------] cr (off-balance sheet). Pricing: Linked to LME current negative TCRC boosting realizations (non-sustainable). Strategy: More MDOs Codelco partnership for mining/geology upgrades. Leases: Secure till [------]. π Outlook Strong volume growth ahead cost curve competitive domestic demand"
X Link 2025-09-29T08:16Z [----] followers, [----] engagements
": % [--]. COHANCE LIFE 100% [--]. THYROCARE TECH 100% [--]. BAJAJ HINDUSTAN 100% [--]. VEDANTA 99.99% [--]. POLYPLEX CORP 99.94% [--]. INDIA SHELTER FIN 96.96% [--]. GOKALDAS EXPORTS 96.28% [--]. HINDUSTAN ZINC 92.26% [--]. [---] ONE 89.62% [--]. HEALTH GLOBAL 88% [--]. TILAKNAGAR IND 87.58% [--]. OBEROI REALTY 75.33% [--]. AADHAR HOUSING 67.55% [--]. GENUS POWER 66.70% [--]. NRB BEARING 65.90% [--]. NUVAMA WEALTH 62.88% [--]. KIRI INDS 62.85% [--]. HFCL 54.12% 19.EUREKA FORBES 53.66% 20.INDUSIND BANK 50.86% @SumitResearch #PromoterPledge #CorporateGovernance #InvestorAlert #StockMarketIndia #WealthRisk #ShareholdingPattern #MarketWatch"
X Link 2025-10-03T05:10Z [----] followers, 17.5K engagements
": %+ 1.BAJAJ HOUSING 88.7% 2.HUYANDI MOTOR 82.5% 3.JSW INFRA 83.6% 4.ACME SOLAR 83.4% [--]. PN GADGIL 83.1% 6.SRI LOTUS 81.9% 7.ALLIED BLENDERS 80.9% [--]. BLUE JET HEALTH 80% (APPROX) 9.AJAX ENGG 80% [--]. EMCURE PHARMA 77.9% No BUY/SELL recommendation. @SumitResearch #OFSWATCH #PROMOTERHOLDING #MARKETALERT #DALALSTREET #STOCKMARKETINDIA #NSE #BSE #INVESTING #STOCKSINTHENEWS #EQUITYRESEARCH #PROMOTERSALE #INDIANMARKETS #MARKETWATCH"
X Link 2025-10-07T03:51Z [----] followers, 25.1K engagements
"Indegene acquired BioPharm a U.S.-based omnichannel HCP engagement firm for $106M fully funded from internal cash. The deal enhances Indegenes full-funnel AI-driven pharma marketing stack strengthening downstream execution and data depth. BioPharm CY24: $29.2M net revenue $7.9M EBITDA (27%) [---] U.S. staff. Integration focus: Cross-sell into top pharma clients merge data platforms (Invisage + Tandem) and drive cost synergies ($1M/yr). Outlook: EPS accretive in [--] quarters targeting 2728% EBITDA margin post-integration. @SumitResearch #Indegene #BioPharm #Acquisition #MergersAndAcquisitions"
X Link 2025-10-11T11:31Z [----] followers, [----] engagements
"- (-) . . : % 1.DIAMOND POWER: 390% 2.ADITYA VISION: 195% [--]. SG FINSERVE: 180% 4.TRIL: 150% [--]. PG ELECTROPLAST: 134% 6.KPI GREEN: 135% 7.SHILCHAR TECH: 130% 8.HBL ENGG: 120% 9.PTC INDS: 115% 10.KPEL: 110% @SumitResearch #WealthCreators #MultibaggerStocks #HighReturnStocks #5YearWinners #WealthCompounding"
X Link 2025-10-14T03:53Z [----] followers, 15.7K engagements
". Revenue: [-----] Cr (+2.9% QoQ +1% CC); EBITDA: [-----] Cr (21.1%); PBT: [-----] Cr (22.2%). Transportation (+0.7% QoQ) steady; H2 pipeline strong. Double-digit growth seen in FY27. Media & Comm rebounded (+6.8%) on large-deal ramps (MBC Now); moderation expected in H2. Healthcare (-2.3%) soft on project roll-offs; new Bayer DTC win drives FY27 optimism. System Integration surged +20.5% QoQ on AI infra deals Dell ISG award. Utilization improved to 70% (from 66%); targets 75% by FY26-end aiding margin recovery. Cyber issue with a key auto client delayed September starts but recovery visible."
X Link 2025-10-17T04:23Z [----] followers, [----] engagements
"β
22nd consecutive growth quarter π°Revenue $406M (+17.6% YoY +4.2% QoQ) [----] Cr (+23.6% YoY) πΉEBIT margin 16.3% (+80bps QoQ) PAT +45% YoY EPS [----] π¦ BFSI +30% YoY led growth; Hi-Tech +15% Healthcare recovering π Europe +38% YoY on strong deal ramps π€ AI-led pivot gaining traction SASVA ProcessIntel iAura GenAI Hub πΌ Bookings solid: TCV $609M ACV $448M π Mgmt sees FY2627 margin expansion +100bps each year β Wage hikes next quarter partly offset by higher offshoring @SumitResearch #PersistentSystems #Earnings #AI #Tech #BFSI #ITservices"
X Link 2025-10-22T08:38Z [----] followers, [----] engagements
"& Performance Snapshot (Q2 FY26): Revenue [----] cr (+55% YoY); EBITDA [----] cr (+67% YoY). PAT [---] cr (-17% YoY) due to higher D&A and interest post capitalization. Cash profits [----] cr (+27% YoY). Capex [----] cr; net debt rose [----] cr QoQ to [-----] cr. Receivables steady at [----] cr; DSO improved to [--] days (vs [--] days YoY). H1 FY26: EBITDA [----] cr (already surpassing FY25 full-year level). PAT [----] cr (+5% YoY); Cash PAT [----] cr. Leverage on operational assets at just under [--] Debt/EBITDA (TTM). Management Guidance: On track for [--] GW capacity by FY26-end; long-term roadmap intact (30 GW gen +"
X Link 2025-10-23T06:23Z [----] followers, [----] engagements
". Financials: H1 revenue [----] cr; EBITDA [---] cr (vs [---] cr YoY). WC release [---] cr; debt down [---] cr; strong dividend policy retained. Volumes & Mix: Carbon black volumes 1.62L MT (+5% QoQ); Intl +6% YoY. Specialty ramp steady; FY26 potential [----] kt. Margins & Tariffs: US tariff (50%) impacts 5% volumes; EBITDA hit [--] cr (partial Q2). Crude fall ($73$63) led to spot discounting; Russian imports (810 kt/month) added pressure. Margins seen bottoming out; recovery from Q3. Strategic Moves: Export rebalancing underway; domestic share tactical. US remains key long-term market (200 kt import"
X Link 2025-10-26T07:34Z [----] followers, [----] engagements
"πΆ Operational Highlights β Operation Sindoor Impact: Trading equipment orders delayed as systems were deployed in active operations. β
Execution Recovery: Q1-delayed orders executed in Q2 cushioning topline impact. π FY26 to remain muted but strong execution visibility from FY27FY28 as backlog clears. π‘ Growth & Strategic Outlook π‘ Anti-Drone Systems emerging as a core growth driver contributing a larger share going forward. Governments rising defence capex to unlock multi-year growth opportunities. π New international orders from Africa & CIS nations expanding export footprint. π―"
X Link 2025-10-27T05:20Z [----] followers, [----] engagements
"Strong all-round performance with record profitability and robust execution. πΉ Financial Highlights Revenue: [----] bn (+18% YoY) EBITDA: [---] bn (+62% YoY); Margin: 15.8% (+430 bps YoY) PAT: [---] bn (+56% YoY); Margin: 10.7% (+260 bps YoY) Net Cash: [----] bn WC Cycle: [--] days (to normalize to 5055) πΉ Segmental Snapshot Wires & Cables: +21% YoY; strong domestic & export growth; premium mix pricing power intact. FMEG: Third straight profitable quarter; solar & lighting strong; fans soft; FY30 margin target 810%. EPC: [---] bn revenue (19% YoY); one-off lifted margin to 18.1%; normalized 10%; strong"
X Link 2025-10-29T06:32Z [----] followers, [----] engagements
"Financials: Standalone rev 7.64B (+33% YoY); PAT + OCI 989M (+37%) Consolidated rev 8.33B (+42% YoY); PAT + OCI 1.11B (+45%) EBITDA margin 18.4%; Cash 1.93B Order Book & Inflows: 15.9B order book (Generators 12.3B; Motors 3.2B) H1 inflow 9.16B (+39% YoY); Q2 inflow 5.24B (+45% QoQ) 76% exports; run-rate 550cr/quarter Key Segments: Gas turbines/engines: Strongest growth driver; demand surge in US/EU (data centers grid). STG: 1012% growth in India & exports. Hydro: FY27 to be among best years; led by Nepal/Vietnam. Oil & Gas: ADNOC orders ramping; multi-year potential. Railway motors: US/EU"
X Link 2025-11-06T07:52Z [----] followers, [----] engagements
"Q2 & H1 FY26 Summary Q2: Revenue [---] cr (+20% YoY); Agro +27% Non-Agro -11%. GM 34.5% (+690 bps) EBITDA [---] cr (+71%) margin 15% PAT [--] cr (+75%). H1: Revenue [----] cr (+23%) EBITDA [---] cr (14.7% +69%) PAT [---] cr (+212%). Balance Sheet: WC [--] days (-34 days vs Mar-25); ROCE 21.6% ROE 17.5%; debt-free with [---] cr cash. FY26 Outlook: GM to stay similar; EBITDA margin 1518%; stronger H2 expected. Strategic Moat: [----] product registrations (Europe 1670; NAFTA 317; LATAM 759) with [----] pending; FY26 capex [------] cr toward new registrations. Regulatory barriers and flexibility in product portfolio"
X Link 2025-11-07T04:49Z [----] followers, [----] engagements
"Q2 Revenue: [----] cr (+19.5% YoY) EBITDA: [---] cr (+106%) PAT: [---] cr (+135%) Margin: 8.1% vs 4.7%. H1 Revenue: 4000+ cr (+16.7%) EBITDA: [---] cr (+76%) PAT: [---] cr (+81%). Wires & Cables: Q2 [----] cr (+22% YoY); segment profit [---] cr (vs [--] cr). Volume +16% YoY; margin +100 bps YoY; H2 to be stronger. FMEG: [---] cr vs [---] cr YoY; losses stable; breakeven by Q4 FY26. Exports: +20% YoY; Europe & Middle East = 7580%; US dip to 6% due to tariffs. Capex: [----] cr (80% for cables up to [---] kV); utilization 70% wires / 90% cables. Guidance: H2 H1; FY26 EBIT +100 bps YoY; FY28 goal 10.511% EBIT. Project"
X Link 2025-11-08T07:27Z [----] followers, [----] engagements
"Revenue [---] cr (+6.7% YoY) EBITDA [--] cr (28.6%) PAT [--] cr (20.5%). H1: Revenue [---] cr (+12%) EBITDA [---] cr (+20.8%) PAT [--] cr (+38.6%) margin 27.6%. 70%+ revenue from wastewater; in-house execution supports strong margins. Order book: [----] cr; O&M: [---] cr; FY26 inflows [----] cr; pipeline [----] cr. Guidance: Revenue +3540% EBITDA 2224% inflows [----] cr. Renewables: [--] MW Odisha (Apr26) [--] MW Maharashtra (Jun26); FY26 [---] cr revenue 1820% margin. Debtor days 49; unbilled to normalize; positive FY26 OCF expected. Collateral ratio down 35%15%; moderate project debt rise. JJM MP projects near"
X Link 2025-11-09T10:27Z [----] followers, [----] engagements
"Performance & Margins Revenue up 5% YoY to [----] cr; core EBITDA margin 10% in both Q1 & Q2. Mattress volumes +13% outpacing foam (+9%); B2C mix rose to 55% (+500 bps YoY). FY26 topline growth guided at 1215% with EBITDA margin to rise to 1212.5% in FY27 and 1415% in FY28. Synergies & Cost Savings [---] cr synergy benefits realized; balance [--] cr tied to new fiber tech installations by Q3P&L gains in Q4. Gross margin to improve from 44% 46% as efficiencies flow through. Distribution & Retail Push [---] EBOs added in H1; target [---] adds in FY26. Long-term ambition: [-----] outlets in [--] yrs"
X Link 2025-11-10T13:22Z [----] followers, [----] engagements
"Revenue: [---] cr (-54% QoQ -21% YoY); H1 [---] cr (+40% YoY). EBITDA margin: 33% (Q2) 34% (H1 +300 bps YoY). PAT margin: 32% (Q2 boosted by [--] cr other income). Debt-free; liquidity: [---] cr. Gross margin: 65% (Q2; inflated due to inventory build-up; only 55% of CMI production sold). Segment Highlights CMI: [--] cr (-17% QoQ); H1 [---] cr (flat YoY). Shipment delays (60 days) defer revenue; remaining 45% sales to reflect in Q3. New iodinated intermediates (MRI NCE ABA HCl) commercialized; another in Q4 FY26. PI-API: [--] cr (-80% QoQ phasing); H1 [---] cr (+113% YoY). Driven by bempedoic acid; strong"
X Link 2025-11-12T04:03Z [----] followers, [----] engagements
"Revenue [---] cr (flat YoY +11% QoQ); EBITDA [---] cr (+7% YoY 19.4% margin); PAT [---] cr (+13.3% margin). Strong pricing (89%) and mix shift to new-gen cranes offset 18% YoY volume decline. Management: Worst is behind. Expects flattish-to-single-digit growth in FY26 with stronger H2 (5560% of sales) and marginally better margins. Heavy Cranes: Anti-dumping duty (Zoomlion 26% others 52%) expected by Dec; JV with Kato Works ready to launch post-notification could lift ACEs 34% share toward 4050% in [--] years. Defense: [---] cr forklift order delayed to FY27 due to emission-spec approval; other"
X Link 2025-11-13T11:09Z [----] followers, [----] engagements
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