# ![@EquityInsightss Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1350714811546419204.png) @EquityInsightss Equity Insights Elite

Equity Insights Elite posts on X about india, growth, strong, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1350714811546419204/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:interactions.svg)

- [--] Week [-------] -10%
- [--] Month [---------] +25%
- [--] Months [---------] -4.50%
- [--] Year [----------] -25%

### Mentions: [--] [#](/creator/twitter::1350714811546419204/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [---] -19%
- [--] Months [-----] +8.60%
- [--] Year [-----] -8.10%

### Followers: [------] [#](/creator/twitter::1350714811546419204/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:followers.svg)

- [--] Week [------] +0.19%
- [--] Month [------] +1.30%
- [--] Months [------] +20%
- [--] Year [------] +50%

### CreatorRank: [-------] [#](/creator/twitter::1350714811546419204/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350714811546419204/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  36.77% [countries](/list/countries)  18.06% [premier league](/list/premier-league)  7.1% [stocks](/list/stocks)  3.23% [technology brands](/list/technology-brands)  2.58% [currencies](/list/currencies)  0.65% [formula 1](/list/formula-1)  0.65%

**Social topic influence**
[india](/topic/india) 16.77%, [growth](/topic/growth) #883, [strong](/topic/strong) #1357, [stocks](/topic/stocks) #895, [finance](/topic/finance) #844, [list](/topic/list) 8.39%, [efc](/topic/efc) 7.1%, [market](/topic/market) 6.45%, [gold](/topic/gold) 5.81%, [ai](/topic/ai) 5.81%

**Top accounts mentioned or mentioned by**
[@gingerinvest44](/creator/undefined) [@rishabhg21](/creator/undefined) [@nsuresh_ecw](/creator/undefined) [@capmintofficial](/creator/undefined) [@dhawaldoshi5](/creator/undefined) [@hezeler](/creator/undefined) [@pragmatict6330](/creator/undefined) [@incrux7](/creator/undefined) [@pkjat340](/creator/undefined) [@flexifinhq](/creator/undefined) [@grok](/creator/undefined) [@vibhavsethi2](/creator/undefined) [@adityapahilwani](/creator/undefined) [@gazeobserver](/creator/undefined) [@apexpredator_36](/creator/undefined) [@drdhimanbhatta1](/creator/undefined) [@_mukeshagrawal](/creator/undefined) [@emmiz_agent](/creator/undefined) [@vishwanath1791](/creator/undefined) [@gaze_observer](/creator/undefined)

**Top assets mentioned**
[Arista Networks Inc (ANET)](/topic/$anet) [GE Vernova Inc. (GEV)](/topic/$gev)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Carlyle joins as strategic majority investor in Edelweisss housing finance arm Nido Home Finance Carlyle to invest [----] Cr in Nido Post transaction Carlyle becomes strategic majority stakeholder in Nido"  
[X Link](https://x.com/EquityInsightss/status/2021159630269759515)  2026-02-10T09:49Z 58.1K followers, 43.4K engagements


"EMS Companies Growth Guidance FY26🔖 Avg Growth Guidance 30-40%"  
[X Link](https://x.com/EquityInsightss/status/1931587139902292277)  2025-06-08T05:40Z 58.1K followers, 39.8K engagements


"Top wealth creators 2008-25 Long term stock returns are driven by a combination of two forces: - Earnings growth - Valuation Re-rating src : MOFSL"  
[X Link](https://x.com/EquityInsightss/status/2000554281573966101)  2025-12-15T13:11Z 58.1K followers, [----] engagements


"Sorry for typo: Jayshree Ullal CEO of Arista Networks"  
[X Link](https://x.com/EquityInsightss/status/2006958996176171248)  2026-01-02T05:21Z 58K followers, [----] engagements


"Nifty [---] delivered 16% CAGR over the last [--] years Many stocks underperformed the index Many well known names here may surprise you 5Y CAGR (%) WHIRLPOOL : (19%) BANDHANBNK : (19%) ZEEL : (16%) BATAINDIA : (10%) INDIAMART : (10%) AARTIIND : (9%) CROMPTON : (8%) GLAND : (7%) AAVAS : (7%) ALOKINDS : (7%) PVRINOX : (6%) IGL : (6%) SAMMAANCAP : (5%) APLLTD : (5%) ALKYLAMINE : (5%) BERGEPAINT : (4%) BAYERCROP : (4%) BIOCON : (3%) HONAUT : (2%) METROPOLIS : (2%) NATCOPHARM : (2%) ATUL : (1%) PFIZER : (1%) ARE&M : (1%) ADANIGREEN : (1%) SBICARD : (1%) DABUR : (1%) INDUSINDBK : 0% IDEA : 0%"  
[X Link](https://x.com/EquityInsightss/status/2007700811418349593)  2026-01-04T06:29Z 58K followers, 19.5K engagements


"Good Quarterly Updates CSB Bank Total Deposits 🔼21% - [-----] Cr Gross Advances 🔼29% - [-----] Cr Gold Loans 🔼46% - [-----] Cr AU Small Finance Bank Total Deposits 🔼23% - [------] Cr Gross Advances 🔼24% - [------] Cr Bajaj Housing Finance AUM 🔼23% - [------] Cr Loan Assets 🔼23% - [------] Cr Disbursements 🔼31% - [-----] Cr Bajaj Finance AUM 🔼22% - [------] Cr Customer Franchise 🔼19% - [-----] Mn New Loans Booked 🔼15% - [----] Mn Ujjivan Small Finance Bank Total Deposits 🔼22% - [-----] Cr Gross Loan Book 🔼22% - [-----] Cr CASA 🔼33% - [-----] Cr Overall Disbursements 🔼55% & 🔼5% QoQ Group Loan Disbursement"  
[X Link](https://x.com/EquityInsightss/status/2007707936110629041)  2026-01-04T06:57Z 58.1K followers, 28.6K engagements


"ICICI Prudential AMC : Steady compounder Q3FY26 REV 🔼24% - [----] Cr Operating Profit 🔼30% - [----] Cr🔥 PAT 🔼45% - [---] Cr 9MFY26 REV 🔼24% - [----] Cr Operating Profit 🔼28% - [----] Cr PAT 🔼29% - [----] Cr Total MF QAAUM 🔼23% - [-----] Lakh Cr Active MF QAAUM 🔼21% - [----] Lakh Cr Equity QAAUM 🔼24% - [----] Lakh Cr Equity Hybrid QAAUM 🔼27% - [----] Lakh Cr Customer base 🔼12% - [----] Cr Monthly SIP flows 🔼17% - [---] Cr Equity share of industry AUM continues to rise Total Investments : [----] Cr Equity + Hybrid gaining share Alternates & PMS QAAUM at [-----] Cr ROE 9MFY26: 88% Healthy payout continues"  
[X Link](https://x.com/EquityInsightss/status/2011673618795941894)  2026-01-15T05:35Z 58K followers, [----] engagements


"Most of these popular stocks have delivered 10% CAGR over [--] years Huge underperformance. Let that sink in"  
[X Link](https://x.com/EquityInsightss/status/2012423653682471254)  2026-01-17T07:16Z 58K followers, 26.9K engagements


"Steady results from UltraTech Cement Cons. Volumes: [-----] mt 🔼15% YoY REV🔼23% - [-----] Cr EBITDA🔼29% - [----] Cr PAT🔼32% - [----] Cr This is clearly ahead of industry demand indicating market share gains"  
[X Link](https://x.com/EquityInsightss/status/2015315758440681725)  2026-01-25T06:48Z 58K followers, [----] engagements


"Good Results #Q3FY26 Senores Pharma Innova Captab Laurus Labs Must be on radar"  
[X Link](https://x.com/EquityInsightss/status/2015759611840901157)  2026-01-26T12:11Z 58K followers, 12.2K engagements


"Post Results Reaction❗"  
[X Link](https://x.com/EquityInsightss/status/2016047809024426184)  2026-01-27T07:17Z 58K followers, 14.1K engagements


"Motilal Oswal REV mix is steadily improving in favour of annuity like streams Fees + NII based REV share has expanded from 58% in FY21 to 74% in 9MFY26 Brokerage contribution has structurally declined from 37% in FY21 to 23% in 9MFY26 reducing cyclicality Asset & Private Wealth Management is the key growth engine https://twitter.com/i/web/status/2016410256880828836 https://twitter.com/i/web/status/2016410256880828836"  
[X Link](https://x.com/EquityInsightss/status/2016410256880828836)  2026-01-28T07:17Z 58K followers, [----] engagements


"Top earnings surprises this quarter Thangamayil Syrma SGS Manorama Acutaas MCX Earnings misses this quarter CSB Bank Epack Prefab Dixon So far among the popular names"  
[X Link](https://x.com/EquityInsightss/status/2016897635953889388)  2026-01-29T15:34Z 58K followers, 16.2K engagements


"Silver is behaving like a smallcap stock Drops over 10% within an hour then recovers half the move The story continues Crazy volatility. Never thought we will see such moves in precious metals"  
[X Link](https://x.com/EquityInsightss/status/2016942535596527780)  2026-01-29T18:32Z 58K followers, [----] engagements


"Valuations of NBFC's & Capital Markets src : kotak"  
[X Link](https://x.com/EquityInsightss/status/2017143658420850696)  2026-01-30T07:51Z 58K followers, [----] engagements


"Commodities 🙃😵"  
[X Link](https://x.com/EquityInsightss/status/2017304106977923374)  2026-01-30T18:29Z 58K followers, [----] engagements


"MTF book size : [------] Cr (latest available data) Over [----] Cr exposure each in HAL Jio Financial Reliance ITC Mazdock Silver & Gold ETFs have now also crossed the 1000+ Cr mark On Friday Silver ETFs corrected nearly 20% & Gold ETFs by 10% The below data is as of [--] Jan which excludes yesterdays carnage If we see another sharp leg down there could be forced liquidations That in turn may aggravate selling pressure in the market https://twitter.com/i/web/status/2017491994948550890 https://twitter.com/i/web/status/2017491994948550890"  
[X Link](https://x.com/EquityInsightss/status/2017491994948550890)  2026-01-31T06:55Z 58K followers, 10.8K engagements


"All Capital Market stocks down after increase in STT"  
[X Link](https://x.com/EquityInsightss/status/2017851692969308262)  2026-02-01T06:45Z 58K followers, 35.9K engagements


"Selling pressure across many sectors Defence Metals Financials (PSU Banks & NBFCs) among top losers What a horrible day biggest fall in budget day in last [--] years"  
[X Link](https://x.com/EquityInsightss/status/2017905607861534937)  2026-02-01T10:19Z 58K followers, [----] engagements


"The big difference I see between our markets & developed markets is the mindset In the US people sitting in parliament understand the importance of capital markets Many US senators are active participants in capital markets In India it feels very different Capital markets are still seen more like a golden goose Something to extract as much money as possible from in the form of taxes It is hard to recall policymakers who truly understand stock markets beyond viewing them as a source of tax collection And that itself tells you the difference https://twitter.com/i/web/status/2018040685010759690"  
[X Link](https://x.com/EquityInsightss/status/2018040685010759690)  2026-02-01T19:16Z 58K followers, 22.8K engagements


"SBFC management lays out the macro environment One of the few management that never sugarcoat things No fancy optimism just a clear & logical articulation of risks & realities Worth reading line by line"  
[X Link](https://x.com/EquityInsightss/status/2018238217909407816)  2026-02-02T08:21Z 58K followers, 10.3K engagements


"Interarch Building : Strong Set Q3FY26 REV 🔼44% - [---] Cr PBT 🔼43% - [--] Cr PAT 🔼32% - [--] Cr PAT hit by (3 Cr) labour code impact"  
[X Link](https://x.com/EquityInsightss/status/2018318074433400888)  2026-02-02T13:38Z 58K followers, [----] engagements


"Adani Ports : Strong Set🔥 Q3FY26 REV 🔼22% - [----] Cr EBITDA 🔼20% - [----] Cr PAT 🔼21% - [----] Cr 9MFY26 REV 🔼24% - [-----] Cr EBITDA 🔼20% - [-----] Cr PAT 🔼18% - [----] Cr Cargo volume 🔼9% - [---] MMT Operational metrics remain healthy FY26 guidance upgrade REV guidance raised to [-----] Cr EBITDA guidance raised to [-----] Cr [---] Cr upgrade vs even top end of earlier guidance EBITDA upgrade split [---] Cr from higher than expected organic growth [---] Cr from Q4FY26 NQXT consolidation Net debt / EBITDA at 1.9x (proforma 1.8x) Leverage stable despite NQXT acquisition"  
[X Link](https://x.com/EquityInsightss/status/2018597897978470640)  2026-02-03T08:10Z 58.1K followers, [----] engagements


"Big fall in IT stocks Nifty IT🔻6% 📉 Software & IT stocks are under pressure due to fears of AI led disruption AI is no longer just supporting software it is starting to replace entire workflows New enterprise AI tools can now automate legal finance sales compliance reporting document processes end to end Tough times for the sector. https://twitter.com/i/web/status/2018926208063562206 https://twitter.com/i/web/status/2018926208063562206"  
[X Link](https://x.com/EquityInsightss/status/2018926208063562206)  2026-02-04T05:54Z 58K followers, 13.7K engagements


"Top earners on Urban Company are making 60% higher than typical entry level IT salaries Urban Company Partner Earnings Update Average monthly net in hand earnings for all active partners: [-----] (vs [-----] YoY) Top 20% partners: [-----] per month Top 10% partners: [-----] per month Top 5% partners: [-----] per month https://twitter.com/i/web/status/2018935991676084380 https://twitter.com/i/web/status/2018935991676084380"  
[X Link](https://x.com/EquityInsightss/status/2018935991676084380)  2026-02-04T06:33Z 58K followers, 11.4K engagements


"Five Star Management highlighting issues in asset quality Management said the problem in small ticket lending initially started due to customer over-leveraging but over time it has shifted into a behavioural issue When borrowers see one lender writing off loans or being lenient on collections they begin to expect similar treatment from other lenders as well This changes borrower mindset & weakens repayment discipline across the system This is not a good sign for lenders. https://twitter.com/i/web/status/2018940637941571588 https://twitter.com/i/web/status/2018940637941571588"  
[X Link](https://x.com/EquityInsightss/status/2018940637941571588)  2026-02-04T06:52Z 58K followers, [----] engagements


"@PragmaticT6330 broader markets still doing fine Advance/Decline ratio is healthy"  
[X Link](https://x.com/EquityInsightss/status/2018940935359606866)  2026-02-04T06:53Z 58K followers, [--] engagements


"@gaze_observer yes"  
[X Link](https://x.com/EquityInsightss/status/2018976938258555143)  2026-02-04T09:16Z 58.1K followers, [---] engagements


"#Q3FY26 Strong quarter with Portfolio EPS growth 25% (for companies reported so far) Focus remains on businesses with reasonable valuations & earnings triggers (at least 20% growth with scope for re-rating) Portfolio continues to be well diversified across sectors Smallcase will be rebalanced soon. We are also sharing regular updates & portfolio insights"  
[X Link](https://x.com/EquityInsightss/status/2018989936377299251)  2026-02-04T10:08Z 58K followers, [----] engagements


"Co's in two categories First category - Interarch SJS Ent Manorama Second category - Epack Prefab Aptus Value First category companies typically have conservative management teams. They prefer to under guide & then over deliver through strong execution. Second category companies are not bad businesses but managements tend to over guide initially & later trim or walk back expectations. This hurts credibility. Always prefer co's that under promise & over deliver Mention more such eg https://twitter.com/i/web/status/2018992746649080141 https://twitter.com/i/web/status/2018992746649080141"  
[X Link](https://x.com/EquityInsightss/status/2018992746649080141)  2026-02-04T10:19Z 58K followers, 15.1K engagements


"in first category : V2Retail TD Power Acutaas"  
[X Link](https://x.com/EquityInsightss/status/2018993597069316564)  2026-02-04T10:22Z 58K followers, [----] engagements


"Crazy run in exporters lately most are up 30-50% Not a time to chase in FOMO"  
[X Link](https://x.com/EquityInsightss/status/2019352229225066509)  2026-02-05T10:07Z 58K followers, [----] engagements


"@GingerInvest44 was asking for largecap"  
[X Link](https://x.com/EquityInsightss/status/2019377318100423065)  2026-02-05T11:47Z 58.1K followers, [----] engagements


"Interesting Data Precious metals have outperformed equities over both [--] & [--] years 3) Gold-to-Nifty ratio near cycle highs Current ratio 7x vs long-term average 4.2x 4) Silver-to-Nifty ratio near multi decade highs Current ratio 15.2x vs long-term average 6.5x (data as of [--] Jan'26) History suggests that once precious metals rally well above their long term average equities tend to outperform in the years that follow src : MOFSL https://twitter.com/i/web/status/2020013874502861022 https://twitter.com/i/web/status/2020013874502861022"  
[X Link](https://x.com/EquityInsightss/status/2020013874502861022)  2026-02-07T05:56Z 58.1K followers, [----] engagements


"This is the transcript of the first concall of Oswal Pumps (would highly recommend going through it) Everything sounded too good to be true Management: Unable to see any big negative factor. Fast forward to now margin pressure receivable stretch pricing pressure scheme delays. Spot the difference A very good case study Lots of learnings for anyone serious about analysing businesses Oswal pumps stock under pressure Key Concerns EBITDA margins got impacted as tender prices Receivables stretched leading to higher working capital needs Payments from government schemes got delayed due to"  
[X Link](https://x.com/EquityInsightss/status/2020045994713596020)  2026-02-07T08:04Z 58.1K followers, 16K engagements


"Garware Hi Tech Films Full impact of the 50% tariff in Q3 Management "A potential trade deal could provide meaningful upside""  
[X Link](https://x.com/EquityInsightss/status/2020439428960006499)  2026-02-08T10:07Z 58.1K followers, 13.7K engagements


"India Shelter : Stable Set AUM : [----] Cr🔼31% Gross Managed Assets : [-----] Cr🔼31% Disb : [---] Cr 🔼11% Net Total Income : [---] Cr 🔼30% PPOP : [---] Cr 🔼30% PAT : [---] Cr 🔼33% ROE : 17.1% vs 15.1% (after adjusting exceptional items) Asset Quality deterioration is the biggest highlight GNPA : 1.5% vs 1.2% QoQ NNPA : 1.2% vs 0.9% QoQ Credit cost : 0.6% vs 0.5% 30+ DPD : 5.0% vs 4.7% QoQ Collection efficiency : 98% vs 99% Management commentary will be very important https://twitter.com/i/web/status/2020440876867289521 https://twitter.com/i/web/status/2020440876867289521"  
[X Link](https://x.com/EquityInsightss/status/2020440876867289521)  2026-02-08T10:13Z 58.1K followers, [----] engagements


"Markets are at a stage where theyve stopped caring about fundamentals Nothing matters right now Just sentiment & fear playing out"  
[X Link](https://x.com/EquityInsightss/status/2016052593722900592)  2026-01-27T07:36Z 58.1K followers, [----] engagements


"@rishabhg21 don't like dmart & pidilite because of higher multiples"  
[X Link](https://x.com/EquityInsightss/status/2019377181147951608)  2026-02-05T11:46Z 58.1K followers, [---] engagements


"What a Carnage Most of these names are down 50-70% from ATH with negative [--] year returns Wall Street Calls it the "SaaSpocalypse""  
[X Link](https://x.com/EquityInsightss/status/2019676947086020743)  2026-02-06T07:38Z 58.1K followers, [----] engagements


"Financialisation of savings is a mega trend Households are structurally moving from physical assets financial assets this is why capital markets participation keeps surprising on the upside lot of interesting data points👇"  
[X Link](https://x.com/EquityInsightss/status/2021154494315135427)  2026-02-10T09:29Z 58.1K followers, [----] engagements


"Strong set from Titan Domestic jewellery business 🔼40% YoY Exchange program drove strong consumer traction Overall buyer growth flat due to sharp gold price increase new buyer mix 45% Studded 🔼26% YoY led by high value purchases in Tanishq & Zoya Mia expansions & solitaire growth Tanishq Mia Zoya continue to show strong secondary & LTL growth momentum EBIT at [----] Cr with margin of 10.9% Adjusting for [---] Cr custom duty impact in Q3FY25 Normalized EBIT 🔼34% YoY Normalized EBIT margin [--] bps lower YoY due to studded margin dilution higher coin salience & elevated marketing spends"  
[X Link](https://x.com/EquityInsightss/status/2021267883322638661)  2026-02-10T16:59Z 58.1K followers, [----] engagements


"Lumax Industries : Strong Q3 with surprise margin expansion Stock hit UC mainly on margin expansion OPM crossed double digit this quarter🔥 REV : [----] Cr🔼19% EBITDA at [---] Cr🔼57% with 10.6% EBITDA margin Net Profit at [--] Cr vs [--] Cr YoY Solid execution🫡"  
[X Link](https://x.com/EquityInsightss/status/2021273165570486682)  2026-02-10T17:20Z 58.1K followers, [----] engagements


"Big changes in Market cap leaderboard TCS slips to 6th spot Bharti Airtel SBI & ICICI gained share IT & FMCG losing their share (because of low growth rates) Composition of top companies is changing fast"  
[X Link](https://x.com/EquityInsightss/status/2021825273688478004)  2026-02-12T05:54Z 58.1K followers, [----] engagements


"Selling has been relentless in many names Free fall in several stocks over the last few days Just filtered a few names many are already down 40-60% yet there are no signs of stability If you have patience the next 1-2 years can turn out to be very rewarding as an investor. Markets these days 🙃 https://twitter.com/i/web/status/2022191031819915443 https://twitter.com/i/web/status/2022191031819915443"  
[X Link](https://x.com/EquityInsightss/status/2022191031819915443)  2026-02-13T06:08Z 58.1K followers, 10.6K engagements


"Largecaps which did double digit growth Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto DLF Eicher Motors Divi's Lab TVS Motor Shriram Finance Muthoot Finance Cholamandalam Solar Industries Cummins India HDFC AMC BSE Polycab Max Healthcare Apollo Hospitals There are very few largecaps which are growing in double digits (Most action happening in Small & Midcap segment) https://twitter.com/i/web/status/1989594149214195751 https://twitter.com/i/web/status/1989594149214195751"  
[X Link](https://x.com/EquityInsightss/status/1989594149214195751)  2025-11-15T07:19Z 58.1K followers, 33.1K engagements


"List of 200+ Companies that delivered good #Q2FY26 Results✅ Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports Bajaj Auto Eicher Motors DLF TVS Motor Shriram Finance Muthoot Finance Cummins India HDFC AMC Polycab India BSE GMR Airports Max Healthcare Apollo Hospitals Persistent Systems Hitachi Energy Waaree Energies Lupin Bajaj Housing Aditya Birla Cap One [--] FSN E-Commerce GE Vernova T&D Prestige Estates Fortis Health Lloyds Metals Coromandel Vishal Mega Mart Coforge Nippon Life Laurus Labs Sundaram Finance Kalyan Jewellers MCX Bank of Maha Premier Energies Radico Khaitan [---] ONE J"  
[X Link](https://x.com/EquityInsightss/status/1990730537296957609)  2025-11-18T10:35Z 58.1K followers, 29.4K engagements


"Central bank Gold reserves of major countries China & Russia remain the most aggressive buyers over the past decade India has also meaningfully increased its gold reserves India (+194t) China (+357t) and Russia (+433t) are est. to have accumulated [----] tons of gold since [----] Germany France Italy Japan UK & Switzerland have kept reserves largely stable src : MOFSL https://twitter.com/i/web/status/2020018884573818888 https://twitter.com/i/web/status/2020018884573818888"  
[X Link](https://x.com/EquityInsightss/status/2020018884573818888)  2026-02-07T06:16Z 58.1K followers, [----] engagements


"Kalyan Jewellers : Solid Set Q3FY26 REV : [-----] Cr 🔼42% EBITDA : [---] Cr 🔼75% PBT (ex exceptional items) : [---] Cr 🔼105% PAT : [---] Cr 🔼90% Exceptional items [--] Cr one time hit due to labour code Last year [--] Cr PAT hit due to inventory losses Even after adjusting for that strong PAT improvement Margin expansion driven by mix improvement procurement efficiencies operating leverage higher share of FOCO REV & gains in platinum & silver. Strong wedding season expected to support a strong finish to FY26 Candere turned PAT positive in Q3 Total Showroom Network KJ India : [---] (195 FOCO showrooms)"  
[X Link](https://x.com/EquityInsightss/status/2020062804401877227)  2026-02-07T09:11Z 58.1K followers, [----] engagements


"State Bank of India : Strong Set Operating Profit 🔼40% - [-----] Cr PAT 🔼24% - [-----] Cr (highest ever quarterly profit) 9MFY26 ROA : 1.16% ROE : 20.7%🔥 Asset Quality : best in decades GNPA at 1.57% (down [--] bps YoY) NNPA at 0.39% NPA Ratios at their more than two decadal lows Advances 🔼15% Increased credit growth guidance👏 NIMs guidance around 3% https://twitter.com/i/web/status/2020752527596323235 https://twitter.com/i/web/status/2020752527596323235"  
[X Link](https://x.com/EquityInsightss/status/2020752527596323235)  2026-02-09T06:52Z 58.1K followers, [----] engagements


"Edelweiss : Underlying PAT growth 28% CAGR over last few years EAAA & Mutual Fund businesses showing strong improvement in PAT Both platforms witnessing steady AUM growth + operating leverage Insurance businesses on track to breakeven by FY27 Nido Home Finance stake sale to Carlyle EAAA IPO process initiated Multiple optionalities with visible path to value unlocking https://twitter.com/i/web/status/2021170610374836610 https://twitter.com/i/web/status/2021170610374836610"  
[X Link](https://x.com/EquityInsightss/status/2021170610374836610)  2026-02-10T10:33Z 58.1K followers, [----] engagements


"CEO of Jayshree Ullal Arista Networks A deep dive into the real constraints behind the AI infrastructure boom She explains why the biggest bottleneck in AI is no longer chips but power & space Data centers are moving from megawatts to tens of gigawatts finding that level of power can take [--] years Why this AI boom is very different from the dot com bubble Must watch 🎥 https://twitter.com/i/web/status/2006956565690245555 https://twitter.com/i/web/status/2006956565690245555"  
[X Link](https://x.com/EquityInsightss/status/2006956565690245555)  2026-01-02T05:11Z 58.1K followers, 14.5K engagements


"Kalyan Jewellers : Solid update Consolidated REV 42% YoY India operations REV 42% YoY driven by strong festive demand Healthy SSSG 27% International operations REV 36% Middle East REV 28% YoY Candere REV 147% YoY Total showroom count as of Dec [--] [----] stood at [---] https://twitter.com/i/web/status/2008739683237568680 https://twitter.com/i/web/status/2008739683237568680"  
[X Link](https://x.com/EquityInsightss/status/2008739683237568680)  2026-01-07T03:17Z 58.1K followers, [----] engagements


"If someone keeps a gun to your neck & forces you to buy [--] largecap stocks what would they be For me it would be: - Bharti Airtel - M&M - Bajaj Finance - Adani Ports - Polycab (+ICICI Amc) What will be yours"  
[X Link](https://x.com/EquityInsightss/status/2019373751268434341)  2026-02-05T11:33Z 58.1K followers, 28.7K engagements


"Hospitals : Peer comparison"  
[X Link](https://x.com/EquityInsightss/status/2019671085332197435)  2026-02-06T07:14Z 58.1K followers, 14.8K engagements


"Bharti Airtel : Strong set Q3FY26 REV 🔼20% - [-----] Cr EBITDA 🔼25% - [-----] Cr ARPU at [---] vs [---] YoY Net debt (ex-lease) / EBITDAaL at 1.02x Overall consistent ARPU upcycle & continued deleveraging Bharti Airtel - solid performance continues One of the best largecap stock REV🔼26% - [-----] Cr EBITDA🔼36% - [-----] Cr EBIT🔼52% - [-----] Cr PAT🔼74% - [----] Cr Solid OCF : [-----] Cr vs [-----] Cr Record ARPU - [---] vs [---] YoY India Business REV🔼23% - [-----] Cr https://t.co/jngiisC5KW Bharti Airtel - solid performance continues One of the best largecap stock REV🔼26% - [-----] Cr EBITDA🔼36% - [-----] Cr"  
[X Link](https://x.com/EquityInsightss/status/2019381325879484868)  2026-02-05T12:03Z 58.1K followers, [----] engagements


"Excited to sharewere now SEBI Registered After 2+ years of consistently sharing insights on X we received several inquiries about launching our own research services. So we decided to go ahead get SEBI Registered and launch our dedicated Research Desk focused on uncovering high-growth opportunities in the Smallcap & Midcap space. We're now also live on Smallcase Theres been a lot going on in the background over the last few months. Thanks for the continued supportwell keep striving to add value❤"  
[X Link](https://x.com/anyuser/status/1953091914653110735)  2025-08-06T13:52Z 58.1K followers, 165.7K engagements


"There are very few largecaps which are growing in double digits List Bharti Airtel Bajaj Finance M & M Titan Company Adani Ports DLF Eicher Motors Divis Lab TVS Motor Shriram Finance Muthoot Finance Cholamandalam Solar Industries Cummins India HDFC AMC BSE Lodha BEL Polycab Indigo Max Healthcare Apollo Hospitals L&T Eternal Trent DMart Plus Banks & Insurance In this list lot of them are trading at expensive valuations like Trent Dmart (where growth is moderating) Rest are mostly from FMCG IT (where double digit growth not coming) & commodities This leaves very few options very few largecaps"  
[X Link](https://x.com/EquityInsightss/status/2008848475291807905)  2026-01-07T10:29Z 58.1K followers, 14.1K engagements


"KPIT Tech🔻50% from ATH Earnings call highlights explain why the market is cautious: Reported Weak Organic growth : (1%) Passenger car OEM spend down 20-25% Management highlighted a sharp reduction in mobility spend from passenger car OEMs. Volumes have fallen meaningfully & OEM profits have declined even more. Industry wide slowdown not KPIT specific Other ER&D providers are also seeing significant YoY reduction in automotive/mobility revenues. Management clarified that KPIT has largely not lost wallet share (& has gained with many T25 clients). The issue is that the overall pie has shrunk."  
[X Link](https://x.com/EquityInsightss/status/2020034715072467004)  2026-02-07T07:19Z 58.1K followers, 13.5K engagements


"Crazy move in Kalyan today Kalyan Jewellers flagged to SEBI about unusual trading patterns & circulation of unverified rumours & even sought regulatory intervention (incl. temporary F&O suspension till enquiry) This is as per moneycontrol's article Management latest commentary on pledged shares: - Pledge was primarily created for the buyback of Kalyan shares from Warburg Pincus - Over the last [--] months loans have been reduced meaningfully - Company has drawn up plans to further reduce pledges over the next [--] months https://twitter.com/i/web/status/2020789735275278521"  
[X Link](https://x.com/EquityInsightss/status/2020789735275278521)  2026-02-09T09:19Z 58.1K followers, 20.2K engagements


"Strong #Q3FY26 across jewellery Retailers 💪 There was a lot of confusion regarding the growth Always follow the numbers rather than the narrative"  
[X Link](https://x.com/EquityInsightss/status/2021259146176364767)  2026-02-10T16:25Z 58.1K followers, [----] engagements


"Nuvama : [--] year outcome snapshot REV 🔼3x PAT 🔼5x operating leverage in play Cost/Income improved from 73% to 55% RoE expanded from 16% to 28%+ Market share scaled to 20% in Asset Services & 18% in Capital Markets"  
[X Link](https://x.com/EquityInsightss/status/2021269626944946615)  2026-02-10T17:06Z 58.1K followers, [----] engagements


"Interesting data Gold ETF inflows more than doubled MoM "For the first time ever gold ETF inflows have overtaken equity mutual fund inflows" Net inflows into Equity mutual funds fell 14.35% MoM This is the 2nd consecutive month of decline in equity MF inflows src : Reuters https://twitter.com/i/web/status/2021277351427158271 https://twitter.com/i/web/status/2021277351427158271"  
[X Link](https://x.com/EquityInsightss/status/2021277351427158271)  2026-02-10T17:37Z 58.1K followers, [----] engagements


"PN Gadgil🔻6% after fab results👊 FY26 REV earlier guidance 9000-9500 Cr now revised towards [-----] Cr EBITDA margin 7-7.25% PAT 4% Will close FY26 approx at [---] Cr PAT (20x on ttm) Store expansion : [---] by Mar27 with [--] additions in FY27 50:50 mix between PNG & lifestyle stores Studded share continues to improve over the next years management aims to increase mix to 13-14% FY27 growth outlook 20%+ implying 12000+ Cr REV May end FY27E on approx [---] Cr PAT Valuations : 16x on FY27E🫡 https://twitter.com/i/web/status/2021489426514530557 https://twitter.com/i/web/status/2021489426514530557"  
[X Link](https://x.com/EquityInsightss/status/2021489426514530557)  2026-02-11T07:40Z 58.1K followers, 16.6K engagements


"Recent Promoter Buying Few prominent names : Kalyan OneSource"  
[X Link](https://x.com/EquityInsightss/status/2021494888261616036)  2026-02-11T08:01Z 58.1K followers, 14K engagements


"Free fall in IT stocks Nifty IT📉 Nifty IT 5Y CAGR: 5% (AI 🥶) Big issue with largecap IT CC growth wasn't coming Many stocks have already seen huge de-rating On FCF yield they may look optically attractive But if growth isnt coming cheap can stay cheap for a long time"  
[X Link](https://x.com/EquityInsightss/status/2021801500142715020)  2026-02-12T04:20Z 58.1K followers, 30.6K engagements


"Threat of AI 🥶 More like it will impact every sector in some form Biggest challenge right now is uncertainty"  
[X Link](https://x.com/EquityInsightss/status/2021839552097530014)  2026-02-12T06:51Z 58.1K followers, [----] engagements


"Bajaj Finance stands out as one of the very few in the financial services industry that is speaking about AI in a deep quantified & outcome driven manner They are not just talking about AI adoption they are clearly showing: where AI is deployed This ability to move early execute at scale is exactly why Bajaj Finance consistently stays ahead of the curve https://twitter.com/i/web/status/2021893954292396372 https://twitter.com/i/web/status/2021893954292396372"  
[X Link](https://x.com/EquityInsightss/status/2021893954292396372)  2026-02-12T10:27Z 58.1K followers, 12.4K engagements


"One of the effective ways I use to check whether Management walks the talk: It gives a good overall picture Prompt "Analyse the last [--] quarters concall transcripts Evaluate: Tone consistency Guidance vs actual delivery Execution on key stated priorities Any narrative shifts or backtracking Conclude whether management walks the talk" https://twitter.com/i/web/status/2021920827927830695 https://twitter.com/i/web/status/2021920827927830695"  
[X Link](https://x.com/EquityInsightss/status/2021920827927830695)  2026-02-12T12:14Z 58.1K followers, [----] engagements


"Strong Results from Lenskart but Valuations : 😶"  
[X Link](https://x.com/EquityInsightss/status/2021924752966004810)  2026-02-12T12:30Z 58.1K followers, [----] engagements


"Current Market Cap close to 90k Cr🙃"  
[X Link](https://x.com/EquityInsightss/status/2021925014103367885)  2026-02-12T12:31Z 58.1K followers, [----] engagements


"Senco Gold☠ : Blockbuster quarter Q3FY26 REV 🔼50% - [----] Cr Adj EBITDA 🔼276% - [---] Cr Adj PAT 🔼390% - [---] Cr 9MFY26 REV 🔼30% - [----] Cr EBITDA 🔼133% - [---] Cr PAT 🔼200% - [---] Cr Management guiding for 25% REV growth for FY26 Solid expansion in margins lot might be due to inventory gains since their inventory hedging reduced recently"  
[X Link](https://x.com/EquityInsightss/status/2021972143559594075)  2026-02-12T15:38Z 58.1K followers, [----] engagements


"IT carnage continues. Nifty IT 🔻5% today Nifty IT 🔻32% from ATH Even yesterday it was down 5% Its starting to look extreme now At the end of the day these are free cashflow generating co's with strong balance sheets Many are now trading at 5-7% FCF yield This looks more like an overreaction driven by fear Many companies will adopt It doesn't mean traditional IT businesses become irrelevant overnight Markets are currently extrapolating a lot of negatives far into the future https://twitter.com/i/web/status/2022172021913006512 https://twitter.com/i/web/status/2022172021913006512"  
[X Link](https://x.com/EquityInsightss/status/2022172021913006512)  2026-02-13T04:52Z 58.1K followers, [----] engagements


"Most of the top gainers in the last [--] month have been exporters Recovery from the lows has been massive since many were beaten down in 2025"  
[X Link](https://x.com/EquityInsightss/status/2022246928927572082)  2026-02-13T09:50Z 58.1K followers, [----] engagements


"AI directly attacked the core value proposition of these platforms When users can get instant answers tutoring coding help design assets content generation at near zero cost the need to pay marketplaces stock libraries or course platforms collapses Disruption is real"  
[X Link](https://x.com/EquityInsightss/status/2022360792507781608)  2026-02-13T17:22Z 58.1K followers, [----] engagements


"📌Earnings Season #Q2FY25 has just begun Here's a list of 100+ companies Management is guiding for 15-200% growth 💹 Make sure you track them to see if the management is walking the talk🔖 🔸SKY Gold - FY24 REV : [----] Cr - FY27 : [----] Cr (50 % CAGR) 🔸VOEPL - REV : 35-40 % CAGR - PAT Margins 2.5-3 % for FY25 🔸AVG Logistics - REV FY25 : [---] Cr (480 Cr in FY24) - EBITDA Margins : 18-20 % 🔸Tara Chand - FY25 REV : [--] % growth - Entered in EPC segment which will account 10-15 % of Total REV 🔸BEW Engineering - REV FY27: [---] Cr (121 Cr in FY24) - EBITDA Margins : 22-25 % - Order Book : [--] Cr 150"  
[X Link](https://x.com/anyuser/status/1843566190448537937)  2024-10-08T08:16Z 58.1K followers, 57.7K engagements


"Brutal Sell off in broader markets🩸 Index not reflecting true pain 240+ Stocks 🔻30 % ATH Fusion Finance (72%) Spandana Sphoort (64%) Waaree Tech (64%) Zee Entertainmen (60%) Paisalo Digital (58%) Onward Technolog (55%) Sigachi Ind (54%) Cochin Shipyard (54%) Kamat Hotels (53%) Waaree Ren (52%) Ola Electric (51%) Credo Brands (51%) Praveg (50%) Vaibhav Global (50%) Cupid (49%) Sai Silks (49%) Focus Lighting (48%) ESAF Small Fin (47%) Garden Reach (47%) Easy Trip (46%) CreditAccess (46%) Rajshree Polypac (46%) RBL Bank (46%) Syrma SGS (46%) Arman Financial (46%) Lotus Chocolate (46%) Yatra"  
[X Link](https://x.com/anyuser/status/1849693648981721548)  2024-10-25T06:05Z 58.1K followers, 154K engagements


"6 Blockbuster Results 💹 Shakti Pumps Inox Wind Kirloskar Pneumatic Nuvama Wealth Universal Cable Krsnaa Diagnostics Must be on radar"  
[X Link](https://x.com/anyuser/status/1850055632017064049)  2024-10-26T06:03Z 58.1K followers, 44.6K engagements


"Stocks in my watchlist currently Any good correction can be a good opportunity for accumulation Home First India Shelter Nuvama [---] One Max Est Godrej Prop PNGS Gargi Senco EFC V2 Retail Style Bazaar Interarch Pennar Tara Chand Crown lifter KPIT Newgen Rategain Krsnaa Thyrocare CARE Kirloskar Pneu Shakti pumps Medi Assist Raymond Life Signature Global Samhi CMS Info PGEL Epack IEX Fiem Ask Auto SJS Sandhar Prestige Sobha Which one looks interesting Only for study purpose already have position in some of them Keep tracking results & concall Not a reco to buy/sell"  
[X Link](https://x.com/anyuser/status/1850190317682868238)  2024-10-26T14:58Z 58.1K followers, 44.3K engagements


"🚨Bajaj Finance is available at its lowest valuations in the last [--] years🚨 Even during Covid it did not go below [---] P/B Currently it is at [---] P/B After a 10% fall from current levels (CMP 6800) it will trade at [--] P/B on an FY25 basis which will be a no-brainer level to accumulate #bajajfinance"  
[X Link](https://x.com/anyuser/status/1853345197775798611)  2024-11-04T07:55Z 58.1K followers, 231.5K engagements


"Selling pressure 🔻 continues Keep adding companies that are delivering strong results + available at decent valuations (PEG 1) Comeback will also be strong"  
[X Link](https://x.com/anyuser/status/1856274142766739657)  2024-11-12T09:53Z 58.1K followers, 88.6K engagements


"Solid Results💹 Must be on radar Zaggle Garware Hi Tech Garware Tech Sterling Pitti Frontier Lemon tree Capacite Igrashi VOEPL Everest Kanto"  
[X Link](https://x.com/anyuser/status/1857334250619412731)  2024-11-15T08:06Z 58.1K followers, 53.4K engagements


"Results Season Over😀 Strong Results #Q2FY25: 190+ Companies Earnings Summary🔖 SME SmallCap MidCap LargeCap H2 expected to pickup Similar commentary across the board [---] ONE Aadhar Housing ADF Foods Aditya Birla Money Aditya Vision Affle India Alkyl Amines All E Tech Amber Ent Ami Organics Anand Rathi Anant Raj Angel One Apollo Hospitals Aptus Value ASK Automotive Associated Alcohol Avalon Tech Avantel AWFIS Bajaj Healthcare Balu Forge Banco Products Bank of Maha Bella Casa Beta Drugs Bharat Rasayan Bikaji Foods BLS Int Blue Star BSE CAMS Capacite Caplin Point Lab CARE Ratings CCL Products"  
[X Link](https://x.com/anyuser/status/1857781627566567595)  2024-11-16T13:43Z 58.1K followers, 62.1K engagements


"Solid Results Q2FY25💹"  
[X Link](https://x.com/anyuser/status/1858111304512524587)  2024-11-17T11:33Z 58.1K followers, 80.5K engagements


"Strong Stocks which are hardly down [--] % from ATH despite weak market"  
[X Link](https://x.com/anyuser/status/1859601848002372093)  2024-11-21T14:16Z 58.1K followers, 130.5K engagements


"If you buy a few shares even if it becomes 10X it wont change your life. If you have fairly decent allocations even if it doubles it adds a lot to your net worth. Think big"  
[X Link](https://x.com/anyuser/status/1859852149242605916)  2024-11-22T06:51Z 58.1K followers, 17.7K engagements


"List of Fallen Angels 😇 Results were good valuations have come down post 🔻25-60 % correction Lot of interesting names"  
[X Link](https://x.com/anyuser/status/1860278114405748794)  2024-11-23T11:03Z 58.1K followers, 90.9K engagements


"Paytm up [---] % in last [--] months😱 What is changing here If someone tracking mention"  
[X Link](https://x.com/anyuser/status/1861447476101947656)  2024-11-26T16:30Z 58.1K followers, 134.6K engagements


"Reasonably Valued Companies that can be studied PEG 1-1.5 Time Technoplast Pearl Global Fiem Ind S H Kelkar Deep Industries MPS Capacit'e Infra Venus Pipes Goodluck India Pokarna Sandhar Tech EFC Salzer Elec Associated Alc Ratnaveer Prec Anything to add Which can looks interesting"  
[X Link](https://x.com/anyuser/status/1862184758241087859)  2024-11-28T17:20Z 58.1K followers, 58.4K engagements


"All Capital Market related stocks today on 🔥"  
[X Link](https://x.com/anyuser/status/1864548807662555202)  2024-12-05T05:54Z 58.1K followers, 42.3K engagements


"Sector in Radar : TEXTILES🔥 👕TEXTILE Sector across value chain 📌Sector in Radar which offers value 🔸Textile Export FY30 Targets $100 Bn💹 🔸Upcoming free trade agreements with the UK and Europe remains a key trigger 🔸"China-plus-one" & De risking from Bangladesh offers a huge opportunity 🔸Major https://t.co/nWnnma3Keg 👕TEXTILE Sector across value chain 📌Sector in Radar which offers value 🔸Textile Export FY30 Targets $100 Bn💹 🔸Upcoming free trade agreements with the UK and Europe remains a key trigger 🔸"China-plus-one" & De risking from Bangladesh offers a huge opportunity 🔸Major"  
[X Link](https://x.com/anyuser/status/1866008709622903221)  2024-12-09T06:35Z 58.1K followers, 131.2K engagements


"Best Investing Advice [--]. Read concalls daily (atleast 2) [--]. Explore new sectors regularly E.g. : Hospitals: HCG Yatharth Medanta Rainbow Kims. Auto Ancillaries: Ask Auto SJS Fiem Sandhar Sterling Tools. Co-Working Spaces: Awfis EFC Kontor. Affordable Housing: Home First India Shelter Aavas Aptus Value Star housing. Real Estate: Sunteck Max Estates Prestige Godrej Properties Signature Global. Many more sectors financials chemicals agro chem retail capital markets Auto Hospitality Power T&D etc. Initially itll take time but with experience efficiency will improve. Keep connecting the dotsyoull"  
[X Link](https://x.com/anyuser/status/1867919452043456940)  2024-12-14T13:07Z 58.1K followers, 36.8K engagements


"25 High Growth Stocks in my watchlist ✅PEG [---] ✅Growth 20-40 % ✅Guidance 20+ % - Windlas - SG Mart - SJS Ent - Fiem Ind - India Shelter - Home First - Gokex - Pearl Global - PDS - Ask Auto - PN Gadgil - RBZ - Sunteck Realty - Signature Global - Krsnaa Diag - Nuvama - 360ONE - IEX - Pokarna - Kovai - Yatharth - Goodluck - Supriya Life - ICRA - MAS Fin Which are top stocks which looks interesting Only for study purposes Hold few of them No Reco"  
[X Link](https://x.com/anyuser/status/1868213398699458817)  2024-12-15T08:35Z 58.1K followers, 41.9K engagements


"Fundamental investors watching 150-250 P/E multiples of EMS companies (like me: 😶)"  
[X Link](https://x.com/anyuser/status/1868893482208969067)  2024-12-17T05:38Z 58.1K followers, 52.1K engagements


"Zerodha Introduced a new feature Portfolio performance Much Needed Feature Performance curve reflects actual portfolio performance including both realized and unrealized profits & losses It functions like a NAV curve that combines realized and unrealized P&L Console Dashboard Select Dropdown : Portfolio Performance Current NAV of one of my accounts started in Mar20 [----] hit a peak of [----] in Oct (Down [--] % from peak) NAV starts with [----] Mention below your current NAV"  
[X Link](https://x.com/anyuser/status/1873275776587743325)  2024-12-29T07:52Z 58.1K followers, 137.1K engagements


"Narayana Hrudayalaya: 5-Year Stock CAGR 29% - Operating profit has increased 4x in the last [--] years - Solid cash generation: Average CFO/EBITDA 95% - Net income did not provide the right picture This is why tracking cash flows is very important"  
[X Link](https://x.com/anyuser/status/1880877349526499505)  2025-01-19T07:17Z 58.1K followers, 30.8K engagements


"Blockbuster Results✅ - PNGS Gargi - Associated Alcohol - V2 Retail - Tara Chand - Supriya Life - Senores Keep on radar"  
[X Link](https://x.com/anyuser/status/1883058270161805725)  2025-01-25T07:44Z 58.1K followers, 38.9K engagements


"Solid Results✅ - Ami Organics - Home First - Jindal Drilling - JSW Infra - Syrma - Dynamic Cable Keep on radar"  
[X Link](https://x.com/anyuser/status/1884490203856793982)  2025-01-29T06:34Z 58.1K followers, 29.5K engagements


"Top [--] Companies which delivered [--] % REV Growth💹 Any on the list which you hold"  
[X Link](https://x.com/anyuser/status/1888104166138212703)  2025-02-08T05:54Z 58.1K followers, 49K engagements


"Promoters Increasing stakes in these stocks during the current fall"  
[X Link](https://x.com/anyuser/status/1890820106663387352)  2025-02-15T17:46Z 58.1K followers, 79.7K engagements


"Stocks Trading 10-25 P/E (Long List) RBZ TBZ Jindal Drilling Swaraj Engine S P Apparel J G Chemical Ultramine Epigral Voltamp Bharat Bijlee NAM India Fiem Sandhar Deep Ind Nuvama MOFSL AngelOne Capacite Time Techno CMS Info LT Foods Goodluck Selan Exp J Kumar Infra ICIL EMS Interarch Tara Chand EFC Sigachi Pennar Salzer DAM Aarti Pharma Vishnu Sunteck Signature Global Keystone Maharashtra Seamless Nitin Spinner Manoj Vaibhav Ddev Plastiks L G Balakrishnan Arrow Greentech Man Ind D Link Cosmo First Deepak Fert GHCL Text Sharda Motor UTI AMC Siyaram Silk Suraj Estate Mayur Uniquoters Lumax"  
[X Link](https://x.com/anyuser/status/1892171787523457301)  2025-02-19T11:18Z 58.1K followers, 39.1K engagements


"Promoters Buying Today New names emerging"  
[X Link](https://x.com/anyuser/status/1892245235477921893)  2025-02-19T16:09Z 58.1K followers, 67.4K engagements


"Promoter Buying"  
[X Link](https://x.com/anyuser/status/1892620619734261970)  2025-02-20T17:01Z 58.1K followers, 37.2K engagements


"✅List of [--] Companies which delivered strong Q3 Ceinsys Tech Frontier Springs Associated Alcohol RBZ Sky Gold Max Estates V2Retail India Shelter MCX ICIL Pearl Global AWFIS TD Power Skipper Kalyan Jewellers PN Gadgil Home First Prudent Anand Rathi Capri Global Supriya Life Sunteck Realty Dam Capital Signature Global Godfrey Philips JSW Infra Muthoot Fin Senores Pharma Aeroflex Ami Organics Kfin Tech Techno Electric Blue Jet PGEL MPS Goldiam Vishnu Chem Jindal Drilling J.G. Chemical Newgen List shared only for informational purposes Which one looks interesting at current valuations Not a"  
[X Link](https://x.com/anyuser/status/1894274092372726024)  2025-02-25T06:31Z 58.1K followers, 42.6K engagements


"Jio Financial Services AUM reached [----] Cr in Q3 vs [----] Cr in Q2 currently in scaling-up mode Net worth is close to [-----] Cr Can leverage up to 3-5x Holds a 6% stake in Reliance All business verticals are currently in the nascent stage Aiming become an integrated financial services player in lending investments payments & insurance"  
[X Link](https://x.com/anyuser/status/1894299826185211988)  2025-02-25T08:14Z 58.1K followers, 50.7K engagements


"Missing the legend 🙏 Watch the 🐐 during peak pessimistic situations "When markets price in pessimism even the slightest positive trigger can lead to a big upmove." src CNBC"  
[X Link](https://x.com/anyuser/status/1896538805974483361)  2025-03-03T12:31Z 58.1K followers, 47K engagements


"Promoter Buying Lot of names popping up"  
[X Link](https://x.com/anyuser/status/1896597606647861349)  2025-03-03T16:24Z 58.1K followers, 39.6K engagements


"IT Stocks trading at high multiples compared to mean Growth has been moderating (barely low single digit for most of them) Plus threat from AI. avoiding the sector src : kotak"  
[X Link](https://x.com/anyuser/status/1897552956901482840)  2025-03-06T07:40Z 58.1K followers, 86.4K engagements


"Niftys 20% circuit in [----] Once in a lifetime event"  
[X Link](https://x.com/anyuser/status/1898649425876328454)  2025-03-09T08:17Z 58.1K followers, 442.7K engagements


"One multi-bagger with right allocation can change your life Time has finally come"  
[X Link](https://x.com/anyuser/status/1900842964538323116)  2025-03-15T09:34Z 58.1K followers, 86.5K engagements


"Textile sector is the top gainer today not because it is exempted but because competitors like Bangladesh Vietnam China have been imposed with higher tariffs"  
[X Link](https://x.com/anyuser/status/1907702651631906832)  2025-04-03T07:52Z 58.1K followers, 61.6K engagements


"120+ Stocks Trading at 10-25 P/E (Updated list) Manoj Vaibhav Motilal Oswal Maharastra Seamless Nitin Spinners Cosmo First Selan Exp L G Balakrishnan Prakash Pipes Redington J Kumar Infra Sharda Motor Arrow Greentech Mayur Uniquoters Goodluck India SJS Galaxy Surf Kross D-Link India Capacite Infra Jindal Drilling Angel One Gulf Oil Radiant Cash UTI AMC Man Industries Siyaram Silk RBZ Jewellers Sandhar Tech Shriram Pistons Ratnaveer Precis Indo Count Lumax Industries Talbros Auto Deepak Fert Just Dial Pokarna AVG Logistics Rolex Rings Bharat Rasayan Finolex Cables Apar Industries Mphasis"  
[X Link](https://x.com/anyuser/status/1911318632551919773)  2025-04-13T07:20Z 58.1K followers, 79.2K engagements


"Results Season has started #Q4FY25 Here is a way to track results effectively: Find Multi-Baggers Using Screener 💸 Make sure you don't miss it A Thread 🧵"  
[X Link](https://x.com/anyuser/status/1913944552672534859)  2025-04-20T13:15Z 58.1K followers, 70.8K engagements


"Companies which reported Solid Earnings #Q4FY25 Must be on radar🔖"  
[X Link](https://x.com/anyuser/status/1919002909737435636)  2025-05-04T12:15Z 58.1K followers, 88.6K engagements


"Textile Stocks Buzzing after India-UK FTA 812% UK import duty on textiles & garments will be eliminated making Indian exports more competitive"  
[X Link](https://x.com/anyuser/status/1919978668425658868)  2025-05-07T04:52Z 58.1K followers, 42.2K engagements


"Companies which reported Solid Earnings #Q4FY25 Must be on radar (list 2)🔖"  
[X Link](https://x.com/anyuser/status/1924037499904725459)  2025-05-18T09:41Z 58.1K followers, 116.8K engagements


"Companies which reported Solid Earnings #Q4FY25 Must be on radar (list 3)🔖"  
[X Link](https://x.com/anyuser/status/1926220811901243750)  2025-05-24T10:16Z 58.1K followers, 32.8K engagements


"Top [--] Concalls You Must Hear Right Now: (Part2) - Nuvama Wealth - AWFIS - Dr Agarwals Health Care - Chamanlal Setia - Northern ARC - Techno Electric - EFC - Max Estates - Lumax Auto - Tara Chand - Beta Drugs - V2Retail Which concall would you recommend"  
[X Link](https://x.com/anyuser/status/1928661102738456609)  2025-05-31T03:53Z 58.1K followers, 46.6K engagements


"Companies which reported Solid Earnings #Q4FY25 Must be on radar (list 4)🔖"  
[X Link](https://x.com/anyuser/status/1928702568714097059)  2025-05-31T06:38Z 58.1K followers, 164.4K engagements


"Earnings Season Sectoral Summary #Q4FY25 Lot of companies delivered blockbuster earnings🔥 Lot of Action in Mid/SmallCap💹 Strong Results: - Financials - Housing Finance Select NBFC's - Few Auto Ancillaries (Lumax Lumax Auto Gabriel Fiem.) - Pharma - CRDMO API - Capital Markets (Exchanges MFD Asset & Wealth M) - Recycling & few in Water Treatment (Va Tech Enviro Infra.) - Capital Goods (PEB Turbines & Generator Industrial Gears & Equipment's Compressors etc) - Real Estate Co Working - EMS - B2B Jewellery Jewellery & Value Retailers - Renewables EPC (Cashflow concerns) - Power - T&D W&C"  
[X Link](https://x.com/anyuser/status/1928765440899051573)  2025-05-31T10:48Z 58.1K followers, 91.6K engagements


"Few of the Interesting Business models which can be studied✅ Solid Results + Growth Outlook (20-40%)🔥 Dr Agarwal Eye Zinka Logistics OneSource Speciality V2Retail Garware Hi Tech Blue Jet EFC Enviro Infra Max Estates Edelweiss Financial BLS Int Goodluck India Nuvama Capri Global India Shelter Ceinsys Tech Ami Organics Tips Music Deep Industries Beta Drugs Holding few not a reco"  
[X Link](https://x.com/anyuser/status/1929555031193161922)  2025-06-02T15:05Z 58.1K followers, 28.2K engagements


"Companies that have given big guidance🟩 (Atleast 25% Growth for FY26🔥) Senores DEE Development SG Mart SG Finserve Remsons Ind Lumax Auto Shriram Properties Embassy Dev Capri Global Genus Power One Source Chamanlal Setia Faze [--] VOEPL Sobha Awfis V2Retail Waaree Energies Deep Ind Tara Chand Execution needs to be tracked Which one looks interesting"  
[X Link](https://x.com/EquityInsightss/status/1930490629034770547)  2025-06-05T05:03Z 58.1K followers, 34.7K engagements


"Top [--] Concalls You Must Hear Right Now: (Complete List) - Zinka Logistics - PGEL - Blue Star - Fiem Industries - AWFIS - Waaree Energies - Nuvama Wealth - Chamanlal Setia - Interarch - Pennar - Prestige Estates - Northern ARC - Techno Electric - EFC - Max Estates - Lumax Auto - Tara Chand - Beta Drugs - V2Retail - Garware Hi-Tech Films - TD Power - SBFC - Car Trade Tech - India Shelter - Kalyan - Dr Agarwals Health Care - Edelweiss - Tips - Capri Global - APL Apollo All are high growth companies many insights shared by the management Not a buy/sell reco Only for study purposes"  
[X Link](https://x.com/anyuser/status/1931272478845964484)  2025-06-07T08:50Z 58.1K followers, 40.5K engagements


"Best Themes To look at Double Digit Growth (Part 1) Market Leaders in Segment - Auto Ancs : Lumax Auto Fiem Lumax Gabriel Ask Auto SJS Ent - Capital Goods : TD Power Triveni Turbine Elecon Kirloskar pneumatic Interarch L&T Cummins - Housing Finance : Aptus Value India Shelter Home First Bajaj Housing Aadhar Housing - NBFCs : Bajaj Finance Chola Fin Muthoot Fin SBFC MAS Fin PFC - Retail Value Retail : V2Retail Style Bazaar Trent Vishal Mega Jewellery : Kalyan PN Gadgil Senco Manoj Vaibhav Thangamayil D.P. Abhushan - Real Estate : Prestige Godrej Prop Lodha Sunteck Keystone Signature Global Max"  
[X Link](https://x.com/anyuser/status/1933918982316478734)  2025-06-14T16:06Z 58.1K followers, 37.4K engagements


"Solid New Update from Screener🙌 Market Pulse Industry Overview"  
[X Link](https://x.com/anyuser/status/1936076259638890579)  2025-06-20T14:58Z 58.1K followers, 28.5K engagements


"Exiting a Stock By RAKESH JHUNJHUNWALA Exit when EPS growth expectations becomes unsustainable (e.g. Infosys in [----] where the market assumed [---] % growth forever) Exit when P/E becomes absurd Do listen lots of wisdom Src FLAME University"  
[X Link](https://x.com/anyuser/status/1937421055854874674)  2025-06-24T08:02Z 58.1K followers, 41.4K engagements


"Big Tailwind for Capital Market related business"  
[X Link](https://x.com/anyuser/status/1937891917406388262)  2025-06-25T15:13Z 58.1K followers, 41.7K engagements


"Force Motors [--] bagger in last [--] years🤯 What a wealth creator"  
[X Link](https://x.com/anyuser/status/1948238095427551463)  2025-07-24T04:25Z 58.1K followers, 50.6K engagements


"Solid Results so far (2)✅ - Blue Jet - EFC - Senores Pharma - Sambhv Steel - Coforge - Sky Gold - Borosil Ren - Pondy Oxide - KEI Ind - Thyrocare - Force Motors - Persistent Systems - Motilal Oswal - Schloss Bangalore Keep on radar Not a buy/sell reco"  
[X Link](https://x.com/anyuser/status/1948625179363389916)  2025-07-25T06:03Z 58.1K followers, 37K engagements


"Top [--] Concalls You Must Hear Right Now: - Zinka Logistics - Waaree Energies - Prestige Estates - Tara Chand - V2Retail - SBFC - Car Trade Tech - Capri Global - Yatharth Hospital - Acme Solar - Vimta Labs - Transrail - Skipper - Sunteck - Senores All are high growth companies many insights shared by the management Not a buy/sell reco Only for study purposes"  
[X Link](https://x.com/anyuser/status/1953358405684380016)  2025-08-07T07:31Z 58.1K followers, 53.5K engagements


"Companies which reported Solid Earnings #Q1FY26 ✅REV growth 50% Must be on radar🔖"  
[X Link](https://x.com/anyuser/status/1954426586272248148)  2025-08-10T06:16Z 58.1K followers, 215.8K engagements


"Some of the Companies which delivered Industry leading growth Must be on radar🔖 Capital Goods TD Power Interarch Building Elecon Engineering T&D theme Skipper Transrail Lighting TARIL Polycab India Apar Ind Renewable Energy Waaree Energies Adani Green Acme Solar Hotels Chalet Hotels Lemon Tree Schloss Bangalore Platforms CarTrade Tech Zinka Logistics Value Retail V2 Retail Style Bazaar Housing Finance India Shelter Home First Finance Hospital Yatharth Global Health (Medanta)"  
[X Link](https://x.com/anyuser/status/1954450251588231325)  2025-08-10T07:50Z 58.1K followers, 35.3K engagements


"Top [--] Concalls You Must Hear Right Now (2) : - Interarch Building - AWFIS - EFC - JM Financial - Edelweiss - Privi Speciality - TD Power - Oswal Pumps - Dr Agarwal Health - India Shelter - Kalyan Jewellers - PN Gadgil - Deep Industries - Keystone Realtors - Nuvama Wealth All are high growth companies many insights shared by the management Not a buy/sell reco Only for study purposes"  
[X Link](https://x.com/anyuser/status/1956234939763990907)  2025-08-15T06:02Z 58.1K followers, 50K engagements


"Interarch Building One of the best concalls post listing🔥 Management exuded strong confidence calling themselves the "Mercedes of the PEB industry" with focus on quality service & execution Achieved 10X growth during the [--------] cycle Confident of surpassing FY26 REV growth guidance of 17.5% Long term aspiration to reach [----] Cr REV by FY28 (implying 20% CAGR) with EBITDA margins moving towards double digits Strong moat built through 25+ years of client relationships in pre-engineered buildings seen as difficult to replicate by competitors Demand environment currently supported by"  
[X Link](https://x.com/anyuser/status/1956616292728709390)  2025-08-16T07:17Z 58.1K followers, 47.3K engagements


"Zerodha introduced the option to open a secondary demat account Purpose is to: - Separate long-term investments from short term trades - Optimize taxes through FIFO management - Improve trading discipline by keeping long term holdings away from day to day trading temptation"  
[X Link](https://x.com/anyuser/status/1957790445880373282)  2025-08-19T13:03Z 58.1K followers, 111.5K engagements


"Top [--] Concalls You Must Hear Right Now -: (Complete List) - Bharti Airtel - Muthoot Finance - Interarch Building - Pennar Ind - Techno Electric - AWFIS - SJS Ent - EFC - Blue Jet - Amber Ent - Crizac - Indegene - Thyrocare - JM Financial - Edelweiss - Privi Speciality - Oswal Pumps - Hariom Pipe - Dr Agarwal Health - Max Health - India Shelter - Kalyan Jewellers - Deep Industries - Keystone Realtors - Nuvama Wealth - Zinka Logistics - Waaree Energies - Prestige Estates - Tara Chand - Max Estates - V2Retail - SBFC - Car Trade Tech - Capri Global - Yatharth Hospital - Acme Solar - Vimta Labs -"  
[X Link](https://x.com/anyuser/status/1959212948632514634)  2025-08-23T11:15Z 58.1K followers, 41.5K engagements


"Investing Advice that has changed my perspective & paid off massively Read concalls daily have weekly targets (at least 10) Explore new sectors regularly For Eg: If you want to learn about the PEB sector -: Read concalls of Interarch Building & Pennar Industries For Co-Working -: AWFIS EFC Smartworks Indiqube For NBFCs -: Bajaj Finance SBFC CreditAccess Arman Financial For Asset & Wealth Management -: Nuvama 360One HDFC AMC Anand Rathi To get more context about a company going through the last few Investor PPTs & concalls helps a lot Imagine this: Every quarter companies explain their"  
[X Link](https://x.com/anyuser/status/1959555000017031553)  2025-08-24T09:54Z 58.1K followers, 139.2K engagements


"4 Years back Happiest Mind made a high of 1500+ now down 60% from [---] P/E to close to 40x Still [--] Lakh Retail shareholders waiting for their prices wild🙃"  
[X Link](https://x.com/anyuser/status/1961079983754879195)  2025-08-28T14:54Z 58.1K followers, 258.5K engagements


"Sansera Engineering : Aerospace Defence & Semicon (ADS) Segment to grow multifold in coming years Management is guiding of achieving REV : 280-300 Cr (2x YoY) in FY26 supported by a strong order book Order book currently stands around [---] Cr provides a good visibility to reach [----] Cr REV in [--] years"  
[X Link](https://x.com/anyuser/status/1964229066002727069)  2025-09-06T07:27Z 58.1K followers, 43.7K engagements


"Rapido entered the food delivery space with Ownly with a very different model from Swiggy & Zomato Instead of commissions its going flat fee for restaurants & zero delivery charges for users Effective order values are 17-49% cheaper vs Swiggy & Zomato Rapidos large rider network & brand in mobility provide cross leverage advantage Win win for both users get lower prices restaurants save on high commissions Can Ownly become a genuine disrupter in food delivery just like Rapido did in ride hailing"  
[X Link](https://x.com/anyuser/status/1968591759841329606)  2025-09-18T08:23Z 58.1K followers, 152.9K engagements


"Why Cash Flow matters🔖 "A company can be profitable but still struggle financially due to poor cash flow management & a loss making company may have substantial cash balance" src : ET Wealth"  
[X Link](https://x.com/anyuser/status/1970079444812386322)  2025-09-22T10:55Z 58.1K followers, 68.8K engagements


"Carnage in IT Stocks [--] Year Returns (%) Sonata Software🔻42% Birlasoft🔻41% Cyient🔻41% Tata Tech🔻38% Newgen Software🔻32% TCS🔻31% Happiest Minds🔻31% Tata Elxsi🔻30% KPIT Tech🔻25% L&T Tech🔻24% Infosys🔻22% Oracle Fin🔻21% HCL Tech🔻20% Most stocks are deeply oversold now May be a good time to look at the sector as a contra bet since valuations have cooled off significantly IT Stocks trading at high multiples compared to mean Growth has been moderating (barely low single digit for most of them) Plus threat from AI. avoiding the sector src : kotak https://t.co/bMqo9Bfu47 IT Stocks trading"  
[X Link](https://x.com/anyuser/status/1971502387555602824)  2025-09-26T09:09Z 58.1K followers, 68.7K engagements


"Sudden Fall in KPIT What just happened here🤔"  
[X Link](https://x.com/anyuser/status/1972952876604670222)  2025-09-30T09:13Z 58.1K followers, 153.4K engagements


"Monday mayhem loading🔻 VIX spiked 25% fear is back Risk off mood globally Setting the stage for a big gap down opening across Asia on Monday"  
[X Link](https://x.com/anyuser/status/1976909941631074737)  2025-10-11T07:17Z 58.1K followers, 52.1K engagements


"Silver drops 6% in less than hour Commodities are getting very volatile Lot of speculation happening"  
[X Link](https://x.com/anyuser/status/1977984311375823144)  2025-10-14T06:26Z 58.1K followers, 68.4K engagements


"Airtel Google AdaniConneX to jointly build Indias first mega AI hub & data center in Visakhapatnam $15 Bn investment (2026-2030) for gigawatt scale AI infrastructure powered by clean energy"  
[X Link](https://x.com/anyuser/status/1977992446521872602)  2025-10-14T06:58Z 58.1K followers, 28.4K engagements


"These are Top [--] Themes which you can't miss Double Digit Growth Market Leaders in Segment - Auto Ancs : Lumax Auto Fiem Lumax Ind Ask Auto SJS Ent Pricol - Housing Finance : Aptus Value India Shelter Home First Bajaj Housing Aadhar Housing - NBFCs : Muthoot Fin SBFC MAS Fin Northern ARC Capri Global Fed Fina - Retail Value Retail : V2Retail Style Bazaar Vishal Mega Mart Vmart Trent Jewelry : Kalyan PN Gadgil Senco Thangamayil D.P. Abhushan - Real Estate : Prestige Lodha Sunteck Keystone Signature Global Max Estates - Co-working : Awfis SmartWorks Indiqube Wework EFC - Platform/Exchange :"  
[X Link](https://x.com/anyuser/status/1980593624267010278)  2025-10-21T11:14Z 58.1K followers, 59.3K engagements


"Selling Pressure in Precious Metals"  
[X Link](https://x.com/anyuser/status/1980644698252538129)  2025-10-21T14:37Z 58.1K followers, 39.9K engagements


"Gift Nifty💥"  
[X Link](https://x.com/EquityInsightss/status/1980940875829043251)  2025-10-22T10:14Z 58.1K followers, 30.9K engagements


"Good Set so far #Q2FY26 Lot of interesting names Persistent Systems Coforge Laurus Labs [---] ONE Bank of Maha Karur Vysya Bank CEAT Sobha Leela Palaces Acutaas Chemical Waaree Renewab Vikram Solar Latent View HDFC AMC Polycab India Waaree Energies Manorama Ind Thyrocare Tech Sunteck Realty Crizac Fedbank Fina DCB Bank Shilchar Tech Pondy Oxides Bharat Bijlee Krishana Phosch Brigade Hotel G M Breweries L&T Fin EPack PrefabTech SG Finserve Yash Highvoltage Sejal Glass Onward Technolog Not a buy/sell reco only for educational purposes"  
[X Link](https://x.com/anyuser/status/1981998402159223125)  2025-10-25T08:16Z 58.1K followers, 54K engagements


"Top [--] Concalls Worth listening : TD Power Motilal Oswal SBFC Finance CarTrade Coforge Epack Prefab Persistent 360One Laurus Acutaas Sobha Leela Palaces Capri Global Pondy Oxides Waaree Energies All are high growth companies many insights shared by the management Not a buy/sell reco Only for study purposes"  
[X Link](https://x.com/anyuser/status/1984879723919401251)  2025-11-02T07:06Z 58.1K followers, 46.1K engagements


"Banger from Interarch Building🔥 REV🔼52% - [---] Cr PBT🔼59% - [----] Cr PAT🔼56% - [--] Cr🔥"  
[X Link](https://x.com/anyuser/status/1986397329600225587)  2025-11-06T11:36Z 58.1K followers, 46.5K engagements


"Top [--] Concalls Worth listening (2) : Blackbuck Interarch Building SJS Ent Lodha CCL Products Senores Pharma India Shelter Northern ARC Max Estates Vintage Coffee Intellect Design Nuvama GNG Electronics Privi Speciality Acme Solar Many interesting insights shared by the management Only for study purposes"  
[X Link](https://x.com/anyuser/status/1987076793984295016)  2025-11-08T08:36Z 58.1K followers, 34.7K engagements


"Extreme Results reaction today🟥"  
[X Link](https://x.com/EquityInsightss/status/1987732921931952587)  2025-11-10T04:03Z 58.1K followers, 56.1K engagements

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