#  @exencial_RP Exencial Research Partners Exencial Research Partners posts on X about strong, india, business, growth the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1714522190157103104/interactions)  - [--] Week [-------] +57% - [--] Month [-------] +9.70% - [--] Months [---------] +191% - [--] Year [---------] +98% ### Mentions: [--] [#](/creator/twitter::1714522190157103104/posts_active)  - [--] Week [---] -32% - [--] Month [---] +55% - [--] Months [-----] +206% - [--] Year [-----] -48% ### Followers: [------] [#](/creator/twitter::1714522190157103104/followers)  - [--] Week [------] +3.70% - [--] Month [------] +11% - [--] Months [------] +67% - [--] Year [------] +125% ### CreatorRank: [-------] [#](/creator/twitter::1714522190157103104/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 57.09% [countries](/list/countries) 17% [stocks](/list/stocks) 4.86% [currencies](/list/currencies) 2.02% [technology brands](/list/technology-brands) 2.02% [travel destinations](/list/travel-destinations) 0.81% [products](/list/products) 0.4% [premier league](/list/premier-league) 0.4% [fashion brands](/list/fashion-brands) 0.4% **Social topic influence** [strong](/topic/strong) 25.1%, [india](/topic/india) 13.77%, [business](/topic/business) 11.34%, [growth](/topic/growth) #1040, [future](/topic/future) #3650, [finance](/topic/finance) 6.88%, [core](/topic/core) 6.07%, [debt](/topic/debt) #827, [balance sheet](/topic/balance-sheet) #1401, [ai](/topic/ai) #6087 **Top accounts mentioned or mentioned by** [@nalanda_way](/creator/undefined) [@thrasher4561](/creator/undefined) [@fin_trd](/creator/undefined) [@grok](/creator/undefined) [@exencialrp](/creator/undefined) [@richardbranson](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@arthashashtri](/creator/undefined) [@creandocartera](/creator/undefined) [@joekgauss](/creator/undefined) [@chain_alphax](/creator/undefined) [@sidg9_](/creator/undefined) [@zackerymarchet](/creator/undefined) [@0yqxing](/creator/undefined) [@aniketm14434360](/creator/undefined) [@mariosurjan](/creator/undefined) **Top assets mentioned** [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts Top posts by engagements in the last [--] hours "Mankind Pharma reported strong Q3 FY26 profitability with consolidated EBITDA margin at 25.86% at the higher end of guidance and significant finance cost reduction of 28.85% YoY. While deleveraging improved the Debt-to-Equity ratio to 0.40x sequential revenue declined by 3.52% and an unresolved income tax dispute remains a key monitorable. Positive Factors Consolidated revenue grew 11.52% YoY to [-------] crores. Consolidated EBITDA margin improved to 25.86% from 25.0% QoQ and 25.62% YoY reaching the higher end of management's guidance. Consolidated finance costs declined 28.85% YoY and 7.35%" [X Link](https://x.com/exencial_RP/status/2018643125766656476) 2026-02-03T11:10Z 12.5K followers, [---] engagements "GS Agricultural Resiliency Global Ecosystem https://twitter.com/i/web/status/2021935569992073654 https://twitter.com/i/web/status/2021935569992073654" [X Link](https://x.com/exencial_RP/status/2021935569992073654) 2026-02-12T13:13Z 12.5K followers, [---] engagements "jm India Outsourced Spend Management market revenue to reach INR 131bn by 2027" [X Link](https://x.com/exencial_RP/status/1977969453120790876) 2025-10-14T05:27Z 12.4K followers, [---] engagements "GS One [--] Improving growth visibility and skewed risk-reward; upgrade to Buy We are Buy rated on Paytm with a 12-month price target of Rs1570. Our price target is based on 50% DCF (WACC of 13% and 5% terminal growth) and 50% on a 69x P/E multiple applied to our FY28E EPS (adjusted for PnL tax). Key downside risks include regulatory headwinds slower-than-expected scale up of financial services business higher competitive intensity and sub-optimal capital allocation. Major regulatory considerations for Paytm #Paytm risk reward analysis Paytm target price summary" [X Link](https://x.com/exencial_RP/status/1994276610799988866) 2025-11-28T05:26Z 12.3K followers, [----] engagements "Akzo Nobel India (AKZOINDIA) The JSW Transformation Deep Dive Akzo Nobel India (Dulux) is no longer a premium MNC play. It is now JSW Groups weapon to disrupt the $8.85 Billion Indian paints market. This is the most aggressive corporate pivot in the sector. Heres the complete business breakdown and what investors need to know about the new AKZOINDIA. (1/9) https://twitter.com/i/web/status/2001251310272970972 https://twitter.com/i/web/status/2001251310272970972" [X Link](https://x.com/exencial_RP/status/2001251310272970972) 2025-12-17T11:21Z 12K followers, [----] engagements "Nomura On Indraprastha Gas Upgrade to Buy on attractive valuation Margins to get support from lower tax and transmission tariffs; DTC transition nearing end to aid volume growth Upgrade to Buy with a higher DCF-based TP of INR230 implying 24% upside We cut FY26F EPS by 3% to reflect further depreciation in INR vs USD. Our EPS estimates for FY27/28F are up by 5%/4% to reflect likely margin improvement from lower Gujarat VAT and transmission tariffs as discussed above. Our volume estimates remain largely intact as we incorporate 6.5%-6.6% y-y volume growth in FY27/28F. We upgrade IGL to Buy" [X Link](https://x.com/exencial_RP/status/2001480033299275828) 2025-12-18T02:30Z 12K followers, [---] engagements "Kotak Devyani-Sapphire merger: Building Indias QSR powerhouse The consolidation of Devyani and Sapphire (India franchisees of Yum Brands) is likely to create a stronger more formidable QSR player with (1) DIL promoters growth-oriented mindset coupled with complementary execution strength of DIL and SF; (2) improved strategic backing concessions and greater operational flexibility from Yum; and (3) synergies to the tune of Rs2.25 bn. The Merge Co has the potential to further strengthen KFCs dominant position in India and revive PH as a formidable challenger in Pizza QSR Merger of DIL-SF will" [X Link](https://x.com/exencial_RP/status/2006956159547142616) 2026-01-02T05:10Z 12K followers, [----] engagements "UBS India Telecom Sector [----] was uneventful could [----] be different Stock thesis: Sector fully priced in RIL preferred as an indirect play We have a Sell rating on Bharti Airtel and Neutral on VIL and Indus with modest changes in our earnings and price targets (Figure [--] India telco comps table ). We believe risk reward for the sector is balanced with likely VIL relief priced into both VIL and Indus shares and risk of execution still in place. Our only Buy rated name in the universe is RIL where we continue to see value unlocking and earnings upgrades across its three core verticals. [----] was" [X Link](https://x.com/exencial_RP/status/2008908024031658463) 2026-01-07T14:26Z 12.4K followers, [----] engagements "J.B. Chemicals & Pharmaceuticals reported strong Q3 FY26 results with 10.50% YoY revenue growth and 21.78% YoY PAT growth. Gross margins expanded significantly by [---] bps YoY reaching the higher end of management's guidance. The completed acquisition by Torrent Pharmaceuticals marks a major strategic catalyst for future direction. Positive Factors Revenue from operations grew 10.50% YoY to [------] lakhs. Gross Margin expanded [---] bps YoY to 69.06% reaching the higher end of guidance. Operating EBITDA grew 12.97% YoY to [-----] lakhs with margin at 28.68%. Profit After Tax (PAT) grew 21.78% YoY" [X Link](https://x.com/exencial_RP/status/2012452254205546552) 2026-01-17T09:09Z 12.4K followers, [---] engagements "Investec How does Paytm make money https://twitter.com/i/web/status/2014566379878527145 https://twitter.com/i/web/status/2014566379878527145" [X Link](https://x.com/exencial_RP/status/2014566379878527145) 2026-01-23T05:10Z 12K followers, [----] engagements "Adani Green Energy reported strong operational capacity growth of 48% YoY and a 21.4% increase in power supply revenue. However profitability severely deteriorated with PAT declining 98.9% and EPS turning negative due to surging finance and depreciation costs from aggressive expansion. The company successfully completed warrant conversions utilizing funds for debt repayment. Positive Factors Revenue from Power Supply grew 21.4% YoY to [----] Cr. Operational capacity increased 48% YoY to [-----] MW. EBITDA grew 13.0% YoY to [----] Cr. EBITDA margin improved [--] bps to 93.9%. Completed conversion of" [X Link](https://x.com/exencial_RP/status/2014618594685092075) 2026-01-23T08:37Z 12.4K followers, [---] engagements "UltraTech Cement reported Q3 FY26 results with consolidated revenue up 22.78% YoY and PAT up 26.92% YoY. The company achieved a [---] bps EBITDA margin expansion and 29.4% like-for-like domestic grey cement volume growth. Debt-equity ratio improved to 0.30x and [---] mtpa capacity was commissioned with plans for [----] mtpa more. Positive Factors Consolidated Revenue from Operations grew 22.78% YoY to [--------] crores. Domestic grey cement volumes grew 29.4% YoY on a like-for-like basis. Consolidated EBITDA grew 35.3% YoY to [-------] crores. Consolidated EBITDA margin expanded [---] bps YoY to 17.94%." [X Link](https://x.com/exencial_RP/status/2014971285219246441) 2026-01-24T07:59Z 12K followers, [---] engagements "SBFC Finance delivered strong Q3 FY26 results with 27.74% YoY revenue growth and 34.02% YoY net profit growth driven by significant operational efficiency improvements and robust asset quality. The company's enhanced credit facilities and reaffirmed ratings position it for sustained growth and competitive advantage in the near term. Positive Factors Interest income grew 29.29% YoY to [-------] million. Fees and commission income grew 91.78% YoY to [------] million. Net profit grew 34.02% YoY to [-------] million. Basic EPS grew 31.71% YoY to [----]. Net Non-Performing Assets (NNPA) declined to 1.48%" [X Link](https://x.com/exencial_RP/status/2014996927943938403) 2026-01-24T09:41Z 12.4K followers, [---] engagements "UBS ICICI Prudential Asset Management Industry leader with strong moat; initiate at Buy Valuation: Initiate with a Buy rating and a price target of Rs3320.00 We believe IPRU AMC merits a valuation premium over HDFC AMC due to its superior operating metrics. Our price target based on a 36x FY27E PE via DDM implies a 7% premium vs its 1-8% range since listing which is constrained by its limited trading history What s Priced In https://twitter.com/i/web/status/2015994970902298759 https://twitter.com/i/web/status/2015994970902298759" [X Link](https://x.com/exencial_RP/status/2015994970902298759) 2026-01-27T03:47Z 12K followers, [----] engagements "🧵 While the market was looking away a quiet giant in the chemical space just woke up. PUNJABCHEM has spent years transforming from a simple pesticide maker into a high-tech partner for global giants. Here is why this "China Plus One" play is catching fire. (1/10) https://twitter.com/i/web/status/2016372086063956439 https://twitter.com/i/web/status/2016372086063956439" [X Link](https://x.com/exencial_RP/status/2016372086063956439) 2026-01-28T04:45Z 12K followers, [---] engagements "SBI Life reported robust 21.82% YoY Net Premium Income growth and a significant positive swing in investment income. A favorable SAT ruling on the Sahara India Life Insurance transfer provides a key regulatory unlock. However Profit After Tax growth was a modest 4.71% YoY impacted by a sharp 45.60% rise in Expenses of Management and a concerning decline in the 61st-month persistency ratio. Positive Factors Net Premium Income grew 21.82% YoY to [-------] lakhs. First Year Premium grew 22.76% YoY Renewal Premium grew 20.76% YoY and Single Premium grew 24.00% YoY. Income from investments swung" [X Link](https://x.com/exencial_RP/status/2016471566843093391) 2026-01-28T11:21Z 12.4K followers, [---] engagements "Bosch Home Comfort India reported 10.2% YoY and 17.4% QoQ revenue growth in a seasonally weak quarter indicating market preparation. While profitability deteriorated YoY with an operating loss there was a sequential improvement in operating and net losses. The company faces margin pressures and a regulatory overhang to restore public shareholding. Positive Factors Revenue from operations grew 10.2% YoY to [------] million. Revenue from operations grew 17.4% QoQ. Operating loss before exceptional items improved 60.3% QoQ to (169.5) million. Net loss narrowed 52.4% QoQ to (190.3) million. EPS" [X Link](https://x.com/exencial_RP/status/2016502269152215194) 2026-01-28T13:23Z 12.4K followers, [---] engagements "EUs Kaja Kallas: Europe is no longer Washingtons primary center of gravity. The shift has been ongoing for a while. It is structural not temporary. No great power in history has ever outsourced its survival and survived" [X Link](https://x.com/exencial_RP/status/2016507418142994595) 2026-01-28T13:43Z 11.9K followers, [----] engagements "BOFA on Larsen & Toubro Ltd Tenth quarter of beating estimates https://twitter.com/i/web/status/2016696437870911693 https://twitter.com/i/web/status/2016696437870911693" [X Link](https://x.com/exencial_RP/status/2016696437870911693) 2026-01-29T02:14Z 12.4K followers, [----] engagements "Ambit Most banks now seem to have adopted open architecture model which means higher competition barring ICICI Bank and SBI #insurance https://twitter.com/i/web/status/2016754957958205685 https://twitter.com/i/web/status/2016754957958205685" [X Link](https://x.com/exencial_RP/status/2016754957958205685) 2026-01-29T06:07Z 11.9K followers, [---] engagements "Dixon Technologies reported robust profitability in Q3 FY26 with EBITDA margin expanding [---] basis points YoY to 5.05% notably exceeding management's 4.0%-4.5% guidance. While revenue growth was muted strong PAT and EPS growth coupled with effective strategic execution in JVs and backward integration indicate superior operational performance and future growth drivers. Positive Factors EBITDA increased 37.5% YoY to [-----] lakhs. EBITDA margin expanded [---] basis points YoY to 5.05% exceeding management's guidance of 4.0%-4.5%. Profit After Tax (PAT) grew 48.3% YoY to [-----] lakhs. Basic Earnings" [X Link](https://x.com/exencial_RP/status/2016843775390204141) 2026-01-29T12:00Z 12K followers, [---] engagements "BOFA Voltas Summer in Focus Risk reward favorable; Reiterate Buy https://twitter.com/i/web/status/2017050911814902255 https://twitter.com/i/web/status/2017050911814902255" [X Link](https://x.com/exencial_RP/status/2017050911814902255) 2026-01-30T01:43Z 12K followers, [---] engagements "Ambuja Cements reported robust consolidated revenue growth of 19.80% YoY driven by healthy demand and market share gains particularly in the Ready Mix Concrete segment. However profitability was significantly impacted by the absence of one-off incomes from the base quarter and a substantial sequential contraction in EBITDA margin from 19.2% to 13.34% due to rising power fuel and freight costs. The company is progressing with corporate restructuring for synergy realization and capacity expansion positioning it for long-term growth despite current operational challenges. Positive Factors" [X Link](https://x.com/exencial_RP/status/2017163662432305199) 2026-01-30T09:11Z 12K followers, [---] engagements "Welspun Corp delivered strong Q3 FY26 results with 25.4% YoY revenue growth and a [---] bps expansion in operating EBITDA margin. The company is on track to exceed its full-year EBITDA guidance demonstrating superior execution and significant balance sheet deleveraging. While net profit declined YoY due to a high base underlying operational performance particularly in the Steel Products segment shows strong scalability and margin inflection. Positive Factors Consolidated revenue grew 25.4% YoY to [-------] crores. Normalized PBT grew 59.6% YoY. Operating EBITDA margin expanded [---] bps YoY to" [X Link](https://x.com/exencial_RP/status/2017164883603665228) 2026-01-30T09:16Z 12K followers, [---] engagements "NALCO reported Q3 FY26 operating margins of 45.99% exceeding management's H2 guidance of 42-43%. This was driven by a 19.78% YoY decline in power and fuel costs from captive coal production and 33.06% YoY revenue growth in the Aluminium segment. Despite weakness in the Chemicals segment the company showed sequential profitability improvement and rewarded shareholders with interim dividends. Positive Factors Operating margins of 45.99% beat management's H2 guidance of 42-43%. Cost of power and fuel declined 19.78% YoY and 9.45% QoQ to [------] crore due to higher captive coal production." [X Link](https://x.com/exencial_RP/status/2017170200865722853) 2026-01-30T09:37Z 12K followers, [---] engagements "Finolex Industries reported a mixed Q3 FY26 with 23.46% YoY PAT growth and significant EBITDA margin expansion to 14.93% aligning with management's margin recovery focus and efficient debt management. However revenue declined by 10.34% YoY and profitability was significantly aided by inventory changes alongside a total comprehensive loss due to fair value changes in equity instruments. Positive Factors Consolidated PAT increased by 23.46% YoY to [------] Crore. Consolidated PBT grew by 40.40% YoY to [------] Crore. Consolidated EBITDA grew by 33.06% YoY to [------] Crore. Consolidated EBITDA Margin" [X Link](https://x.com/exencial_RP/status/2017811860880560208) 2026-02-01T04:06Z 12K followers, [---] engagements "Most tech companies are like general doctors they fix everything from Wi-Fi to websites. Latent View is the "Brain Surgeon." They are a pure-play analytics firm. They only do one thing: high-end math and AI to help leaders make better choices. This focus is their secret sauce. (2/10)" [X Link](https://x.com/exencial_RP/status/2017859198932160546) 2026-02-01T07:14Z 12K followers, [---] engagements "In the world of finance debt is a heavy backpack. Latent View They have ZERO debt. Not a single penny owed to banks. Plus theyre sitting on a massive "piggy bank" of over [----] Cr in cash to fund future growth. (3/10) https://twitter.com/i/web/status/2017859201322914072 https://twitter.com/i/web/status/2017859201322914072" [X Link](https://x.com/exencial_RP/status/2017859201322914072) 2026-02-01T07:14Z 12K followers, [---] engagements "UBS GAIL (India) Q3FY26: commodity segment volatility drive earnings miss https://twitter.com/i/web/status/2018142877017391479 https://twitter.com/i/web/status/2018142877017391479" [X Link](https://x.com/exencial_RP/status/2018142877017391479) 2026-02-02T02:02Z 12.1K followers, [---] engagements "UBS IDFC First Bank Higher credit cost impacts earnings Valuation: Maintain Sell rating; PT unchanged at Rs75 We maintain our Sell rating with an unchanged price target of Rs.75. Our price target implies a target multiple of 1.3x FY27E P/BV https://twitter.com/i/web/status/2018144841650368816 https://twitter.com/i/web/status/2018144841650368816" [X Link](https://x.com/exencial_RP/status/2018144841650368816) 2026-02-02T02:10Z 12K followers, [----] engagements "nomura Indias data center to expand 4x to 5.2GW over FY25-FY30F resulting in investment of INR 2.2tn https://twitter.com/i/web/status/2018207572503990578 https://twitter.com/i/web/status/2018207572503990578" [X Link](https://x.com/exencial_RP/status/2018207572503990578) 2026-02-02T06:19Z 12K followers, [---] engagements "WPIL delivered a strong Q3 FY26 with consolidated revenue growing 41.17% YoY and PAT surging 73.31% YoY driven by a 123.40% increase in international business. EBITDA margin expanded to 20.91% exceeding management's guidance despite domestic headwinds and inventory adjustments. This performance validates the company's global strategy and execution of large contracts. Positive Factors Consolidated Revenue from Operations grew 41.17% YoY to [--------] Lacs. Profit Before Tax (PBT) surged 139.45% YoY to [--------] Lacs. Profit After Tax (PAT) attributable to equity holders grew 73.31% YoY to 5433.32" [X Link](https://x.com/exencial_RP/status/2018247723787382942) 2026-02-02T08:58Z 12K followers, [---] engagements "INTERARCH BUILDING SOLUTIONS LIMITED Q3'26 Investor Presentation Global Pre-engineered Steel Buildings Market Increasing investments in public infrastructure growing urbanisation and increasing awareness of benefits of pre-engineered construction vis--vis the traditional onsite model. As of [----] South-East Asia region had the largest share of pre-engineered steel building at 29.5-31.5% followed by North America at 28.5-30.5%. https://twitter.com/i/web/status/2018579148256821357 https://twitter.com/i/web/status/2018579148256821357" [X Link](https://x.com/exencial_RP/status/2018579148256821357) 2026-02-03T06:55Z 12K followers, [---] engagements "Varun Beverages Ltd. reported strong Q4 and FY2025 results with FY2025 EBITDA margin of 24.3% exceeding management guidance of 21% by [---] basis points. Profitability was bolstered by a 62.3% reduction in finance costs and strategic international expansion initiatives positioning the company for continued growth despite full-year revenue being slightly below expectations. Positive Factors Q4 CY25 Revenue from operations grew 13.5% YoY to [-------] crore. FY2025 Net Profit After Tax (attributable to owners) grew 17.0% YoY to [-------] crore. FY2025 consolidated EBITDA margin expanded to 24.3% from" [X Link](https://x.com/exencial_RP/status/2018582925592391951) 2026-02-03T07:10Z 12K followers, [---] engagements "🥤 Imagine owning the rights to quench the thirst of 1/6th of the global population. Varun Beverages (VBL) has evolved from a local bottler into a global industrial architect controlling nearly 90% of PepsiCos beverage volume in India. Heres why investors are obsessed. 👇 (1/10) https://twitter.com/i/web/status/2018647798456127999 https://twitter.com/i/web/status/2018647798456127999" [X Link](https://x.com/exencial_RP/status/2018647798456127999) 2026-02-03T11:28Z 12K followers, [----] engagements "Choice International Limited delivered a very strong Q3 FY26 significantly surpassing revenue and margin guidance with 44.91% YoY revenue growth and 36.84% operating EBITDA margin. The Advisory Services segment was a key driver with exceptional growth and margin expansion complemented by a turnaround in the NBFC business. This performance highlights superior execution and strategic initiatives positioning the company for continued outperformance. Positive Factors Consolidated Revenue from Operations grew 44.91% YoY to [--------] lakhs. Consolidated Profit After Tax increased 113.50% YoY to" [X Link](https://x.com/exencial_RP/status/2018692760749170820) 2026-02-03T14:27Z 12.2K followers, [---] engagements "BofA Bubble Risk Indicator during historical asset bubbles Looking at eight historical asset bubbles from a distributional lens using the BRI methodology reveals increasingly elevated returns vol momentum and fragility in the asset bubble formation process as seen by rising levels of the indicator towards [--] https://twitter.com/i/web/status/2018850743130960127 https://twitter.com/i/web/status/2018850743130960127" [X Link](https://x.com/exencial_RP/status/2018850743130960127) 2026-02-04T00:55Z 12.4K followers, [---] engagements "BOFA on Varun Beverages Business recovers in the off-season; Eyes on the summer now https://twitter.com/i/web/status/2018880119595839531 https://twitter.com/i/web/status/2018880119595839531" [X Link](https://x.com/exencial_RP/status/2018880119595839531) 2026-02-04T02:51Z 12K followers, [----] engagements "BIG STORY PLAYING OUT NOW Infosys ADR -6% Wipro ADR -6% Cognizant -10% Gartner -25% Accenture -10% EPAM -13% Globant-10% Why Anthropic's new AI automation tool- fears that it could eat into core biz of data & info svcs firms. Anthropic has released a new AI tool built on Claude aimed at automating legal and compliance workflows. The tool leverages large language models with structured document understanding for contract review policy checks and data extraction. It integrates into enterprise workflows reducing reliance on traditional rule-based legal software. This has raised disruption" [X Link](https://x.com/exencial_RP/status/2018888944755351984) 2026-02-04T03:26Z 12.4K followers, [----] engagements "🧵Ever wondered how an iPhone reaches a small-town retailer or how a local business sets up Microsoft Azure Meet Redington Limited. They aren't just "distributors" they are the invisible backbone of the digital economy in 40+ countries. Lets dive into why this [--] Trillion giant is a unique case for your portfolio. 👇 (1) https://twitter.com/i/web/status/2018912258777379106 https://twitter.com/i/web/status/2018912258777379106" [X Link](https://x.com/exencial_RP/status/2018912258777379106) 2026-02-04T04:59Z 12.4K followers, [----] engagements "Ambit Belrise Industries Underappreciated precision Belrise is the leader in 2W sheet metal components with 24% market share. New product launches (lifted 2W CPV* potential by 40%) and wider OEM engagement will enable above-industry growth in 2W/3W and also derisk revenue growth away from top customer. Increasing focus on 2.7x larger 4W TAM and multiple order wins are expected to drive 23% 4W revenue CAGR over FY25-28E. Recent acquisitions enabled entry into and deeper engagement with large Japanese 4W/2W OEMs where cross-selling opportunities hold high growth potential. Long term OEMs" [X Link](https://x.com/exencial_RP/status/2018961925888155796) 2026-02-04T08:16Z 12K followers, [----] engagements "Aptus delivered a Q3 FY26 with 22.35% YoY total income growth and 23.98% YoY PAT growth. Key highlights include a [--] bps reduction in Gross NPA and a 1.52% QoQ decrease in finance costs indicating effective asset quality management and benefits from a credit rating upgrade. The low debt-to-equity ratio provides runway for future growth. Positive Factors Consolidated Total Income grew 22.35% YoY to [--------] lakhs. Consolidated PAT grew 23.98% YoY to [--------] lakhs. Standalone Gross NPA reduced by [--] bps to 1.19%. Standalone Net NPA reduced by [--] bps to 0.90%. Consolidated Finance costs" [X Link](https://x.com/exencial_RP/status/2018968378644537643) 2026-02-04T08:42Z 12K followers, [---] engagements "Redington reported robust consolidated revenue growth of 15.74% YoY driven by the SISA segment. The company demonstrated strong execution in reducing finance costs by 32.51% QoQ and turning around the ROW segment's profitability leading to a significant improvement in its debt-equity ratio. However overall EBITDA margins contracted and fell below management's guidance while the SISA segment experienced margin pressure despite high revenue growth. Positive Factors Consolidated revenue grew 15.74% YoY to [--------] Cr. Finance costs declined 32.51% QoQ to [-----] Cr. ROW segment PBT grew 69.04%" [X Link](https://x.com/exencial_RP/status/2019040747820073249) 2026-02-04T13:30Z 12.4K followers, [---] engagements "Global top [--] players' major Semiconductor Wafer Fab Equipment merger & acquisition cases https://twitter.com/i/web/status/2019064673740501491 https://twitter.com/i/web/status/2019064673740501491" [X Link](https://x.com/exencial_RP/status/2019064673740501491) 2026-02-04T15:05Z 12.4K followers, [----] engagements "Lloyds Engineering Works delivered a strong Q3 FY26 with consolidated PAT attributable to shareholders growing 70.86% YoY and EBITDA margins expanding to 19.42% exceeding the 15-18% guided range. The board's approval of a strategic merger and a robust order book of over Rs. [----] Crore across the group position the company for future growth and competitive advantage. Positive Factors Consolidated PAT attributable to shareholders grew 70.86% YoY to Rs. [-----] Crore. Consolidated Basic EPS increased 64.52% YoY to Rs. [----]. Consolidated EBITDA margin expanded to 19.42% in Q3 FY26 exceeding the" [X Link](https://x.com/exencial_RP/status/2019098123478716565) 2026-02-04T17:18Z 11.9K followers, [---] engagements "Nomura Cost of fresh term deposits for the banking sector has moved up 8bp in Dec-25 while cost on stock has moved down 5bp in Dec-25" [X Link](https://x.com/exencial_RP/status/2019206840257769941) 2026-02-05T00:30Z 12K followers, [---] engagements "UBS On Trent Ltd Q3 manages to surprise on earnings positively" [X Link](https://x.com/exencial_RP/status/2019248140876906990) 2026-02-05T03:14Z 12.4K followers, [----] engagements "UBS GLobal Lithium supply-demand model https://twitter.com/i/web/status/2019252139583791131 https://twitter.com/i/web/status/2019252139583791131" [X Link](https://x.com/exencial_RP/status/2019252139583791131) 2026-02-05T03:30Z 12.4K followers, [----] engagements "Ambit Cognizant Technology Outperformance continues; cheap to play turnaround Margin increase drives 0.5-1.0% EPS upgrade; TP at USD90 (unchanged) https://twitter.com/i/web/status/2019306679394017414 https://twitter.com/i/web/status/2019306679394017414" [X Link](https://x.com/exencial_RP/status/2019306679394017414) 2026-02-05T07:06Z 12.4K followers, [---] engagements "Suzlon Energy delivered a very strong Q3 FY26 with 42.4% YoY revenue growth highest-ever quarterly deliveries and a record [---] GW order book positioning it to exceed full-year guidance. While profitability improved and the balance sheet strengthened increased trade receivables and inventory capitalization are key monitorables. Positive Factors Consolidated revenue grew 42.4% YoY to [-------] crores. Highest-ever quarterly wind turbine deliveries of [---] MW. EBITDA grew 47.8% YoY to [---] crores with margin improving to 17.5% from 16.8% YoY. Order book reached a new high of [---] GW with [---] GW order" [X Link](https://x.com/exencial_RP/status/2019339966875123817) 2026-02-05T09:19Z 12K followers, [---] engagements "Deep Industries reported strong Q3 FY26 results with consolidated revenue growing 43.1% YoY and PAT attributable to owners up 56.1% YoY. The company significantly surpassed its full-year revenue and margin guidance with operational EBITDA margins expanding to 45.22%. A new [---] Crores GAIL contract and the DNRL acquisition further bolster future revenue visibility and operational efficiency. Positive Factors Consolidated revenue from operations grew 43.1% YoY to [------] Crores. Consolidated PAT attributable to owners increased 56.1% YoY to [-----] Crores. Consolidated operational EBITDA margin" [X Link](https://x.com/exencial_RP/status/2019345377812763001) 2026-02-05T09:40Z 11.9K followers, [---] engagements "For years they were a "component maker." Now Theyve graduated to "Full Systems Integrator." Why does this matter It expands their Addressable Market (TAM) by 10x from a [----] Cr playground to a massive [-----] Cr arena. (3/10)" [X Link](https://x.com/exencial_RP/status/2019361780628361484) 2026-02-05T10:45Z 12K followers, [---] engagements "The biggest catalyst right now is the BrahMos RF Seeker. Theyve successfully developed and tested the "eyes" of the BrahMos missile. As this moves from testing to mass production it creates a multi-year high-volume revenue stream. (4/10) https://twitter.com/i/web/status/2019361783241453914 https://twitter.com/i/web/status/2019361783241453914" [X Link](https://x.com/exencial_RP/status/2019361783241453914) 2026-02-05T10:45Z 12K followers, [---] engagements "The Govt just announced a [--] Trillion project for a multi-layered air defense system. Being specialists in radar signal processing and sensor fusion Data Patterns is essentially the "first-choice" partner for this massive modernization wave. (8/10)" [X Link](https://x.com/exencial_RP/status/2019361795119673447) 2026-02-05T10:45Z 12K followers, [--] engagements "Defense investing isn't for the faint of heart. Contracts are "lumpy" big wins followed by quiet quarters. Their "Debtor Days" are high (300 days) because the Govt takes time to pay. You need a long-term horizon to ride out the quarterly volatility. (9/10) https://twitter.com/i/web/status/2019361797741113733 https://twitter.com/i/web/status/2019361797741113733" [X Link](https://x.com/exencial_RP/status/2019361797741113733) 2026-02-05T10:45Z 12K followers, [---] engagements "Tata Motors Passenger Vehicles Limited reported a challenging Q3 FY26 with a consolidated net loss of (3483) crores and revenue decline of 25.8% YoY primarily due to a cyber incident at JLR. However the domestic PV business showed remarkable strength with 24.0% revenue growth and market share gains while JLR reaffirmed its full-year guidance signaling a sharp Q4 recovery. Positive Factors Domestic PV revenue grew 24.0% YoY to [-----] crores. Domestic PV wholesale volumes grew 22% YoY to [------] units. Domestic PV Vahan market share increased to 13.8% (+100 bps QoQ). Domestic PV EBITDA margins" [X Link](https://x.com/exencial_RP/status/2019384258834608434) 2026-02-05T12:15Z 11.9K followers, [---] engagements "Bharti Airtel reported robust Q3 FY26 results with 19.6% YoY revenue growth and 25.5% YoY net income growth (before exceptional items). Key highlights include strong performance in Africa and Homes Services successful strategic shift in Airtel Business and significant deleveraging with the net debt to EBITDAaL ratio improving to [----] times. The upcoming rights issue is expected to make India operations net debt-free further strengthening the balance sheet. Positive Factors Consolidated revenue grew 19.6% YoY to [-------] crore. Consolidated Net Income (before Exceptional items) grew 25.5% YoY" [X Link](https://x.com/exencial_RP/status/2019391808766406879) 2026-02-05T12:45Z 11.9K followers, [---] engagements "Bofa On Tata Vehicles Passenger Motors Limited JLR Q3 miss Q4 gain but structural concerns persist. Risk reward unfavourable We revise our FY26E estimates basis Q3 prints and exceptional items.FY27-28E see no major revisions. https://twitter.com/i/web/status/2019588556843634799 https://twitter.com/i/web/status/2019588556843634799" [X Link](https://x.com/exencial_RP/status/2019588556843634799) 2026-02-06T01:46Z 12K followers, [---] engagements "🚨 GST Cuts Are WorkingBut Only Where It Matters 🚨 India's corporate sales just posted their BEST growth in [--] quarters but the real story is in WHO's winning (and who's not). Here's what the Dec [----] data reveals 🧵👇 First the headline numbers: 📊 Non-finance company sales: +8.2% (Y-o-Y) 📈 Quarter-on-quarter growth: 6% (3x the usual Dec average) 🏭 Manufacturing real growth: 11.2% (highest in [--] quarters) The GST cuts from Sept [--] [----] are finally showing impact. The BIG winners Industries that got the deepest GST cuts: 🚗 Passenger vehicles: -4% +13% (Q-o-Q) 🏗 Cement: +8.4% +10.7% 🛒" [X Link](https://x.com/exencial_RP/status/2019596845421576374) 2026-02-06T02:19Z 11.9K followers, [---] engagements "Kotak List of Anthropics older plugins and their number of installs #Anthropic 's older plugins do not have a very high installation count to suggest a revolutionary impact" [X Link](https://x.com/exencial_RP/status/2019625553565814974) 2026-02-06T04:13Z 12K followers, [----] engagements "🧵Imagine a steel company that doesnt care if iron ore prices skyrocket. 🚀 While most producers are sweating over raw material costs Godawari Power and Ispat (GPIL) has built a "fortress" business model. Heres why this debt-free titan is a favorite for smart money. 👇 (1/10) https://twitter.com/i/web/status/2019631391470993847 https://twitter.com/i/web/status/2019631391470993847" [X Link](https://x.com/exencial_RP/status/2019631391470993847) 2026-02-06T04:37Z 12K followers, [----] engagements "Vertical Integration 🏗 GPIL operates a "Pit-to-Product" model. They source 85% of their iron ore from their own captive mines. In a world of rising auction premiums owning your mines is the ultimate margin-protector. They aren't just making steel; they are capturing the mining profit too. (2/10) https://twitter.com/i/web/status/2019631394251764145 https://twitter.com/i/web/status/2019631394251764145" [X Link](https://x.com/exencial_RP/status/2019631394251764145) 2026-02-06T04:37Z 11.9K followers, [---] engagements "Recent moves are turning heads: Landmark MOU with GAIL to bring natural gas to their plants (reducing carbon & coal reliance). Resumption of the Boria Tibu mines for high-grade ore. Guidance of 20-25% volume growth for the upcoming year. (9/10)" [X Link](https://x.com/exencial_RP/status/2019631412555698527) 2026-02-06T04:37Z 11.9K followers, [---] engagements "GPIL is evolving from a local steel maker into a diversified minerals and energy storage platform. With a debt-free balance sheet captive mines and a bold green energy pivot its a rare "compounding" story in a cyclical industry. #Stocks #Investing #GPIL #Steel (10/10) https://twitter.com/i/web/status/2019631415030345818 https://twitter.com/i/web/status/2019631415030345818" [X Link](https://x.com/exencial_RP/status/2019631415030345818) 2026-02-06T04:37Z 12K followers, [---] engagements "Veranda Learning Solutions achieved a significant year-over-year turnaround moving from substantial losses to profitability with a PAT of [-----] Crores and 51.70% YoY revenue growth. This was driven by strategic divestment operational efficiency and a 60.02% reduction in finance costs reflecting strong execution of the 'Veranda 2.0' strategy. The company is further streamlining its business with the demerger of the Commerce segment and debt refinancing. Positive Factors Revenue from operations grew 51.70% YoY to [--------] Lakhs. Profit After Tax from continuing operations was [-------] Lakhs from" [X Link](https://x.com/exencial_RP/status/2019678954228183065) 2026-02-06T07:46Z 12K followers, [---] engagements "Jubilant Pharmova reported robust 16.5% YoY revenue growth driven by a 46.1% surge in CDMO - Sterile Injectables. However total expenses increased 19.5% YoY leading to a [---] bps YoY EBITDA margin contraction and a 44.6% YoY decline in net profit indicating significant cost control challenges. Positive Factors Consolidated revenue from operations grew 16.5% YoY to [-----] million. Consolidated revenue from operations grew 8.0% QoQ to [-----] million. CDMO - Sterile Injectables segment revenue surged 46.1% YoY to [----] million. Generics segment revenue grew 13.3% YoY and 35.4% QoQ. Generics segment" [X Link](https://x.com/exencial_RP/status/2019686248751784130) 2026-02-06T08:15Z 12K followers, [---] engagements "Snowman Logistics reported mixed Q3 FY26 results with 9.01% YoY revenue growth but a 7.66% QoQ decline. Despite a net loss due to an exceptional item the company demonstrated a strong operational turnaround with EBITDA margin expanding [---] bps QoQ driven by improved warehousing utilization and profitable contract exits in transportation. An interim dividend signals management's confidence in underlying operational strength. Positive Factors EBITDA grew 17.03% QoQ and 10.23% YoY to [-------] lakhs. EBITDA margin expanded [---] bps QoQ to 16.74%. Profit Before Tax (PBT) before exceptional items" [X Link](https://x.com/exencial_RP/status/2019691282164019558) 2026-02-06T08:35Z 12K followers, [---] engagements "Elin Electronics reported strong YoY growth in revenue and PAT but faced a sharp QoQ decline in revenue and a significant miss on EBITDA margin guidance. Concerns include rising material costs substantial inventory buildup artificially inflating profits and a loss-making subsidiary making full-year targets challenging. Positive Factors Consolidated revenue from operations grew 10.5% YoY to [-------] million. Profit After Tax (PAT) grew 161.8% YoY to [-----] million. EBITDA (before exceptional items) grew 54.7% YoY to [------] million. Basic EPS grew 158.62% YoY to [----]. Risk Factors Consolidated" [X Link](https://x.com/exencial_RP/status/2019701348153897124) 2026-02-06T09:15Z 12.4K followers, [---] engagements "Greaves Cotton delivered strong Q3 FY26 results driven by 16.64% YoY revenue growth and a 190bps YoY EBITDA margin expansion. The Electric Mobility segment showed significant operational inflection with a 20.4% YoY reduction in losses underscoring successful strategic execution and progress towards profitability in key growth areas. Positive Factors Consolidated Revenue from Operations grew 16.64% YoY to [------] Crore. Consolidated EBITDA increased 57.7% YoY to [-----] Crore. Consolidated EBITDA Margin expanded 190bps YoY to 7.1%. Profit attributable to Owners grew 22.54% YoY to [-----] Crore." [X Link](https://x.com/exencial_RP/status/2019705123224612908) 2026-02-06T09:30Z 12K followers, [---] engagements "Cantabil delivered a standout Q3 FY26 performance with 18.8% YoY revenue growth and a significant EBITDA margin expansion to 36.0% substantially exceeding full-year guidance. This robust execution coupled with effective cost management and a declared interim dividend positions the company strongly to meet and potentially exceed its annual targets. Positive Factors Revenue from operations grew 18.8% YoY to [------] crores. EBITDA grew 31.3% YoY to [-----] crores. EBITDA margin expanded to 36.0% in Q3 FY26 from 32.6% in Q3 FY25. Net profit after tax grew 31.1% YoY to [-----] crores. Basic EPS grew" [X Link](https://x.com/exencial_RP/status/2019708898249216039) 2026-02-06T09:45Z 12K followers, [---] engagements "Siemens Ltd. reported 14.0% YoY revenue growth and a 19.4% increase in new orders building a 7% larger order backlog. However profitability declined 26.0% YoY due to a [--] basis point EBITDA margin contraction and a Rs. [---] million exceptional charge with Mobility and Digital Industries segments facing severe margin pressures from forex losses and higher material costs. Positive Factors Revenue from continuing operations grew 14.0% YoY to Rs. [-----] million. New orders stood at Rs. [-----] million a 19.4% YoY increase. Order backlog grew 7% to Rs. [------] million. Smart Infrastructure segment PBIT" [X Link](https://x.com/exencial_RP/status/2019713931896324546) 2026-02-06T10:05Z 11.9K followers, [---] engagements "Paisalo Digital's Q3 FY26 results show Net Interest Income grew 35.4% QoQ and Profit After Tax increased 28.5% QoQ. Net Interest Margin of 6.62% exceeded management's full-year guidance of 6.5% supported by a 53.5% QoQ decline in provisions and stable asset quality. Positive Factors Net Interest Income grew 49.5% YoY to [--------] lakhs. Net Interest Income grew 35.4% QoQ to [--------] lakhs. Profit After Tax grew 28.5% QoQ to [-------] lakhs. Basic EPS grew 28.1% QoQ to [----]. Net Interest Margin of 6.62% exceeded management's full-year guidance of 6.5%. Impairment on financial instruments" [X Link](https://x.com/exencial_RP/status/2019719719322816598) 2026-02-06T10:28Z 12K followers, [---] engagements "BEML reported revenue growth of 23.69% YoY but this was overshadowed by a profitability collapse swinging to a net loss of (22.38) Crores. EBITDA margin plummeted to 0.33% missing management's guidance driven by surging material and other expenses. This indicates execution challenges and cost pressures that put full-year margin improvement in doubt. Positive Factors Revenue from Operations grew 23.69% YoY to [------] lakhs. Revenue from Operations grew 29.10% QoQ to [------] lakhs. Employee benefits expense as a percentage of revenue improved to 20.55% from 23.60% YoY. Finance costs decreased by" [X Link](https://x.com/exencial_RP/status/2019725256152486331) 2026-02-06T10:50Z 12K followers, [---] engagements "🧵 Ever wonder why your favorite soap always smells the same or why that one biscuit brand has a "flavor" no one can copy Meet S H Kelkar (Keva). They are the invisible architects behind the scents and tastes of Indias biggest FMCG brands. Here is a deep-dive. 👇 (1/10)" [X Link](https://x.com/exencial_RP/status/2019725410259615780) 2026-02-06T10:50Z 12K followers, [---] engagements "Founded in [----] Keva has evolved from a small Mumbai "attar" shop into a global sensory powerhouse. With over [---] years of experience they now command a massive 20% share of India's fragrance market. They don't just sell scents; they sell brand identity. (2/10) https://twitter.com/i/web/status/2019725413170418115 https://twitter.com/i/web/status/2019725413170418115" [X Link](https://x.com/exencial_RP/status/2019725413170418115) 2026-02-06T10:50Z 11.9K followers, [--] engagements "In the world of flavors and fragrances (F&F) "stickiness" is everything. Once a brand uses a Keva scent switching is risky if the smell changes customers notice. This creates massive switching costs and a "sensory moat" that competitors find hard to bridge. (3/10) https://twitter.com/i/web/status/2019725415758356740 https://twitter.com/i/web/status/2019725415758356740" [X Link](https://x.com/exencial_RP/status/2019725415758356740) 2026-02-06T10:50Z 11.9K followers, [--] engagements "Their portfolio is diversified across two high-value verticals: Fragrances (90%): The heavy lifter powering soaps detergents and perfumes. Flavors (10%): The growth engine currently surging at 50%+ growth in the beverages and snacks sector. (5/10)" [X Link](https://x.com/exencial_RP/status/2019725420996989072) 2026-02-06T10:50Z 11.9K followers, [--] engagements "A major fire at their Vashivali facility in [----] caused temporary pain but the recovery is the real story. Management expects [---] Crore in insurance proceeds which will be a massive tailwind for rebuilding and de-leveraging the balance sheet. (6/10) https://twitter.com/i/web/status/2019725423580688666 https://twitter.com/i/web/status/2019725423580688666" [X Link](https://x.com/exencial_RP/status/2019725423580688666) 2026-02-06T10:50Z 11.9K followers, [--] engagements "Star Cement delivered a strong Q3 FY26 with 22.4% YoY revenue growth and a 726.98% YoY increase in PAT. The company achieved an operational turnaround with consolidated PBT surging 1267.42% and standalone entity moving from loss to profit driven by cost control and operational leverage. Positive Factors Consolidated Revenue from Operations grew 22.43% YoY to [--------] lakhs. Consolidated Profit After Tax attributable to shareholders was [-------] lakhs up 726.98% YoY. Consolidated EBITDA margin reached 23.01%. Consolidated Profit before exceptional items and tax surged 1267.42% YoY. Standalone" [X Link](https://x.com/exencial_RP/status/2019730289606459621) 2026-02-06T11:10Z 12K followers, [---] engagements "BLS reported strong 43.6% YoY revenue growth significantly outperforming its annual guidance driven by a 109.34% surge in Digital Services. However profitability moderated sequentially with consolidated EBITDA margins contracting to 26.88% falling below management's 29% target. While strong top-line execution is evident margin pressure from the changing revenue mix remains a key monitorable. Positive Factors Consolidated revenue grew 43.6% YoY to [--------] lakhs. Digital Services segment revenue grew 109.34% YoY to [--------] lakhs. Profit After Tax attributable to owners grew 34.8% YoY to" [X Link](https://x.com/exencial_RP/status/2019734315396186263) 2026-02-06T11:26Z 12K followers, [---] engagements "Shilpa Medicare delivered strong Q3 FY2026 results with 28.32% YoY revenue growth record operating profit and [---] bps YoY EBITDA margin expansion. The effective tax rate of 26.74% significantly beat management's 35% guidance contributing to a 40.26% YoY PAT growth. While QoQ margins saw a slight contraction due to inventory adjustments underlying operational performance and debt management were strong. Positive Factors Revenue from operations grew 28.32% YoY to [------] crores. Operating Profit (EBITDA) reached a record high of [------] crores up 42.48% YoY. EBITDA Margin expanded to 28.01% from" [X Link](https://x.com/exencial_RP/status/2019739097057857821) 2026-02-06T11:45Z 12K followers, [---] engagements "SHREDIGCEM reported a sharp swing to net loss in Q3 FY26 with EBITDA margins collapsing to 2.09% due to surging input finance and depreciation costs associated with its newly commissioned grinding plant. While the doubling of capacity and new promoter are long-term positives the company is currently grappling with operational inefficiencies and cost pressures from the ramp-up. Positive Factors Revenue grew 13.63% QoQ to [--------] lakhs likely driven by new capacity. New grinding plant commissioned doubling manufacturing capacity to [---] MTPA. India Resurgence Fund acquired a 45.01% controlling" [X Link](https://x.com/exencial_RP/status/2019744130579210654) 2026-02-06T12:05Z 12K followers, [---] engagements "Crompton's Q3 FY26 results indicate a convincing turnaround with accelerated YoY revenue growth and a significant [---] bps QoQ EBITDA margin expansion driven by effective cost management and strong Lighting segment performance. However YoY net profit declined due to exceptional items and persistent margin pressure in the core ECD segment remains a concern. Positive Factors Revenue from operations grew 7.3% YoY to [-------] crores. EBITDA increased 18.5% QoQ to [------] crores. EBITDA margin expanded [---] bps QoQ to 10.3%. Net Profit attributable to owners increased 38.1% QoQ to [-----] crores." [X Link](https://x.com/exencial_RP/status/2019755454755467399) 2026-02-06T12:50Z 12K followers, [---] engagements "Kalyan Jewellers delivered strong Q3 FY26 results meeting revenue guidance with 42.12% YoY growth. Profitability significantly outpaced revenue with PAT growing 90.37% YoY and EBITDA margin expanding [---] bps exceeding expectations on the profitability front. The company demonstrated strong operating leverage and is on track to exceed its full-year PBT margin guidance reinforcing its superior execution capabilities. Positive Factors Consolidated revenue from operations grew 42.12% YoY to [--------] Crores in line with guidance. EBITDA grew 73.28% YoY to [------] Crores. EBITDA margin expanded 141" [X Link](https://x.com/exencial_RP/status/2019760488125550640) 2026-02-06T13:10Z 12K followers, [---] engagements "Shree Cement reported mixed Q3 FY26 results with 5.0% YoY revenue growth and 37.9% YoY PAT growth but core operational profitability declined YoY and QoQ due to non-operational boosts and margin contraction. While a new cement plant was commissioned rising costs and declining debtors turnover indicate operational challenges alongside an ongoing regulatory investigation. Positive Factors Consolidated Revenue from Operations grew by 5.0% YoY to [-------] crore. Profit After Tax (PAT) attributable to owners increased by 37.9% YoY to [------] crore. Integrated Cement Plant at Jaitaran Rajasthan (3.65" [X Link](https://x.com/exencial_RP/status/2019773071197188112) 2026-02-06T14:00Z 11.9K followers, [---] engagements "Tata Steel's Q3 FY26 results show robust performance from Indian operations with record production and deliveries alongside deleveraging and improved debt coverage ratios. Consolidated profitability was boosted by a one-time non-cash gain and European operations particularly the UK continue to be a drag. Strategic acquisitions for supply security are positive for future operations. Positive Factors Consolidated PAT attributable to owners increased 723.23% YoY to [-------] crore. Consolidated Basic EPS increased 730.77% YoY to [----]. Consolidated Operating EBITDA margin expanded [---] basis points" [X Link](https://x.com/exencial_RP/status/2019781627744838143) 2026-02-06T14:34Z 12K followers, [---] engagements "Sanghvi Movers reported strong 9M revenue growth of 39.70% exceeding guidance driven by its core Crane Hiring segment. However consolidated profitability declined due to exceptional items a significant margin collapse in the Wind EPC segment and losses from international subsidiaries. Positive Factors 9M FY26 consolidated revenue growth was 39.70% YoY ahead of 25-30% full-year guidance. Standalone revenue grew 44.96% YoY to [------] Crores. Standalone PAT grew 77.45% YoY to [-----] Crores. Crane Hiring segment revenue surged 48.17% YoY to [------] Crores. Crane Hiring segment contribution to total" [X Link](https://x.com/exencial_RP/status/2019786912156795377) 2026-02-06T14:55Z 12K followers, [---] engagements "Goldiam delivered robust Q3 FY26 results with PAT growing 37.4% YoY and 118.1% QoQ driven by strong sequential revenue growth and significant margin expansion. The strategic pivot to Lab-Grown Diamonds and aggressive expansion of the ORIGEM B2C brand position the company for continued growth despite a sequential decline in the order book. Positive Factors Consolidated Profit After Tax (PAT) grew 37.4% YoY to [-----] crores. Consolidated Revenue from Operations increased 14.3% YoY to [------] crores. Revenue and PAT grew 65.8% and 118.1% respectively on a QoQ basis. EBITDA grew 28.2% YoY to 90.80" [X Link](https://x.com/exencial_RP/status/2020129167535423743) 2026-02-07T13:35Z 12K followers, [---] engagements "Earning Insights - Asia Pacific Ex JApan Result Summary: [---] companies (41% of MXAPJ cap) have reported CY4Q25 earnings are +40% yoy / +3% qoq so far; Actual CY2025 earnings are tracking at 101% of full-year consensus estimates Summary of 4Q/12M25 earnings results: Net profit growth (yoy and sequential) and CY25 actual as % of full-year estimates 4Q25 earnings surprises (vs. consensus) have been slightly below historical seasonality with 34% beats vs. 46% misses and a median surprise of -4% Taiwan and China have seen the most companies beating consensus Q4 expectations while Thailand and" [X Link](https://x.com/exencial_RP/status/2020302352683807014) 2026-02-08T01:03Z 12K followers, [----] engagements "BOFA Asia tech stocks bubbly Asia Tech 4* as % of Taiwan/Korea/Hang Seng market cap https://twitter.com/i/web/status/2020309805018321246 https://twitter.com/i/web/status/2020309805018321246" [X Link](https://x.com/exencial_RP/status/2020309805018321246) 2026-02-08T01:32Z 12K followers, [---] engagements "India On Nuclear Power India announced plans to achieve 100GW nuclear installed capacity by [----] from [--] GW operational capacity as of Mar25. Recently the Indian Parliament passed the new nuclear bill which supersedes the earlier laws. The three key points that stand-out in the bill are: Private sector participation: For the first time private sector has been clearly allowed to participate in nuclear operations via a licenseas owners/ operators of nuclear plants U-235 enrichment to the extent permissable import-export of nuclear fuel etc. A few activities have still been kept under central" [X Link](https://x.com/exencial_RP/status/2020311611056247074) 2026-02-08T01:39Z 12K followers, [----] engagements "Foreign net flows into equities Weekly net foreign equity flow trends across Asia/EMs (USD mn) https://twitter.com/i/web/status/2020661957532246519 https://twitter.com/i/web/status/2020661957532246519" [X Link](https://x.com/exencial_RP/status/2020661957532246519) 2026-02-09T00:52Z 12K followers, [---] engagements "BofAe Potential substitution of energy imports from Russia to US (US$bn) 100% substitution of Russian oil by US oil could translate into US$231bn of imports over five years https://twitter.com/i/web/status/2020683572294848727 https://twitter.com/i/web/status/2020683572294848727" [X Link](https://x.com/exencial_RP/status/2020683572294848727) 2026-02-09T02:18Z 12K followers, [---] engagements "BOFA State Bank of India 3Q26 Accelerated growth with stable NIM; RoA at 1.2% Heat map key quarterly financial metrics https://twitter.com/i/web/status/2020691216858480837 https://twitter.com/i/web/status/2020691216858480837" [X Link](https://x.com/exencial_RP/status/2020691216858480837) 2026-02-09T02:48Z 12K followers, [---] engagements "UBS Hindustan Aeronautics Ltd Weak-long term outlook; downgrade to Sell Valuation: Multiple challenges ahead; downgrade from Neutral to Sell HNAL's manufacturing business is trading at an implied market cap of Rs550bn (55x [--] month-forward earnings much higher than UBS's industrial coverage) Whats Priced In https://twitter.com/i/web/status/2020713864351084676 https://twitter.com/i/web/status/2020713864351084676" [X Link](https://x.com/exencial_RP/status/2020713864351084676) 2026-02-09T04:18Z 12.4K followers, [---] engagements "UBS State Bank of India Beat led by other income and lower provisions Valuation: Maintain Neutral; raise PT to Rs1120 (from Rs1030) We maintain Neutral and raise our SOTP based PT to Rs1120 to incorporate EPS changes. We value core bank at Rs850 (implying 1.3x June 2027E P/BV); subs at Rs270. https://twitter.com/i/web/status/2020720564349136990 https://twitter.com/i/web/status/2020720564349136990" [X Link](https://x.com/exencial_RP/status/2020720564349136990) 2026-02-09T04:45Z 12K followers, [---] engagements "Sourcing is everything. Jain has a global scavenger hunt running across [---] countries They import bulk scrap from the US Europe and South America bringing it to their massive facilities in Chennai. This global arbitrage allows them to keep the engines running even when domestic supply is tight. (3/10)" [X Link](https://x.com/exencial_RP/status/2020723976071446626) 2026-02-09T04:58Z 12K followers, [---] engagements "In the metal world trust is currency. Their "JAIN 9998" Lead brand is registered with the London Metal Exchange (LME). This is the equivalent of a "blue tick" for quality allowing their products to be traded on global exchanges and command benchmark pricing. (4/10) https://twitter.com/i/web/status/2020723978873249960 https://twitter.com/i/web/status/2020723978873249960" [X Link](https://x.com/exencial_RP/status/2020723978873249960) 2026-02-09T04:58Z 12K followers, [---] engagements "The Numbers are Explosive: Check this growth trajectory: FY25 Revenue: [----] Cr (Up 61% YoY) 3-Year CAGR: Over 50% Post-IPO status: Debt has been drastically reduced transforming a "geared" balance sheet into a lean growth-ready machine. (5/10) https://twitter.com/i/web/status/2020723981427650722 https://twitter.com/i/web/status/2020723981427650722" [X Link](https://x.com/exencial_RP/status/2020723981427650722) 2026-02-09T04:58Z 12K followers, [--] engagements "The "EPR" (Extended Producer Responsibility) super-cycle starts in April [----]. New laws will force big manufacturers to prove they are recycling. As the biggest organized player Jain is the "default partner" for global brands looking to stay compliant. (9/10)" [X Link](https://x.com/exencial_RP/status/2020723991569485930) 2026-02-09T04:58Z 12K followers, [---] engagements "Jain Resource Recycling is sitting at the intersection of the EV boom ESG mandates and Indias manufacturing push. With the Ahmedabad JV coming online and copper margins set to expand the "Circular Economy" has a new leader. #StockMarketIndia #Investing #JainResource #GreenEnergy #CircularEconomy (10/10) https://twitter.com/i/web/status/2020723994077626802 https://twitter.com/i/web/status/2020723994077626802" [X Link](https://x.com/exencial_RP/status/2020723994077626802) 2026-02-09T04:58Z 12K followers, [---] engagements "LOTUSDEV reported robust Q3 FY26 results with 92.75% YoY revenue growth and a sharp recovery in EBITDA margins to 35.46% aligning with guidance. PAT margin of 31.35% exceeded the guided range. However delays in IPO proceeds utilization and an ambitious Q4 revenue target present execution challenges. Positive Factors Consolidated revenue from operations grew 92.75% YoY to [-------] million. Consolidated revenue from operations grew 27.21% QoQ to [-------] million. EBITDA margin recovered to 35.46% in Q3 FY26 from 28.63% in Q2 FY26. PAT margin of 31.35% exceeded the guided range of 25-30%. PAT grew" [X Link](https://x.com/exencial_RP/status/2020762339528892881) 2026-02-09T07:31Z 12K followers, [---] engagements "Jyothy Labs reported mixed Q3 FY26 results with 5.1% YoY revenue growth accelerating from prior quarters but profitability declined due to input costs and an unfavorable inventory adjustment. A key positive is the Household Insecticides segment's turnaround to near breakeven significantly ahead of its 4-6 quarter plan demonstrating strong execution in a challenging environment. However EBITDA margins missed management's guidance and the Dishwashing segment continued to struggle. Positive Factors Revenue from operations grew 5.1% YoY to [-----] lacs accelerating from 0.4% in Q2 FY26 and 0.9% in" [X Link](https://x.com/exencial_RP/status/2020768379326656617) 2026-02-09T07:55Z 12K followers, [---] engagements "KPRMILL's Q3 FY26 consolidated results showed a 4.04% YoY revenue decline with PAT growing 3.14% largely due to inventory capitalization. However the standalone textile business demonstrated healthy revenue growth of 6.60% YoY and PAT growth of 3.65% YoY indicating resilience in core operations. The sugar segment faced significant revenue decline but improved profitability through cost management. Positive Factors Consolidated PAT grew 3.14% YoY to [-----] Lakhs. Consolidated EBITDA margin improved to 20.07% from 19.76% YoY and 19.25% QoQ. Standalone revenue grew 6.60% YoY to [------] Lakhs." [X Link](https://x.com/exencial_RP/status/2020773401418207306) 2026-02-09T08:14Z 12K followers, [---] engagements "Venky's reported a significant operational turnaround in Q3 FY26 swinging to a profit of [-----] Crores from a loss in the previous quarter driven by a 19.89% QoQ revenue growth and a [----] bps QoQ EBITDA margin expansion. The core Poultry segment's strong recovery and improved realizations validate management's guidance for a better H2 FY26 signaling a major positive inflection for the company. Positive Factors Revenue from operations grew 19.89% QoQ to [-----] Lakhs. Company swung to a profit before tax of [----] Lakhs from a loss of [----] Lakhs in Q2 FY26. Profit after tax was [----] Lakhs up" [X Link](https://x.com/exencial_RP/status/2020799846349946982) 2026-02-09T10:00Z 12.1K followers, [---] engagements "EMIL's Q3 FY26 showed operational recovery with 21.92% QoQ revenue growth and EBITDA margin expansion to 6.13% meeting full-year guidance. Net profit declined 11.52% YoY due to increased finance costs depreciation and an exceptional charge indicating mixed financial performance. Positive Factors Revenue from operations grew 21.92% QoQ to [--------] million reflecting demand recovery. EBITDA margin expanded to 6.13% in Q3 FY26 from 5.13% in Q2 FY26 and 5.63% in Q3 FY25 achieving full-year guidance of 6%. Gross Margin improved to 14.32% in Q3 FY26 from 14.07% in Q2 FY26 and 14.27% in Q3 FY25" [X Link](https://x.com/exencial_RP/status/2020806379582419211) 2026-02-09T10:26Z 12.1K followers, [---] engagements "Suprajit's Q3 FY26 results show strong standalone performance but consolidated profitability collapsed due to severe margin contraction and challenges in turning around acquired SCS assets. Consolidated EBITDA margin significantly missed guidance leading to a substantial PAT decline. The immediate outlook is clouded by execution issues and margin pressures from overseas subsidiaries. Positive Factors Consolidated revenue grew 17.72% YoY to INR [-------] million. Standalone revenue grew 8.26% YoY to INR [-------] million outperforming the underlying automotive industry growth. Standalone EBITDA" [X Link](https://x.com/exencial_RP/status/2020813677788791128) 2026-02-09T10:55Z 12.1K followers, [---] engagements "CEIGALL reported mixed Q3 FY26 results with strong 19.34% YoY revenue growth exceeding management's required run-rate and a strategic asset monetization deal of Rs. [---] crores. However profitability faced pressure with consolidated EBITDA margins contracting to 14.04% and missing guidance alongside a reported loss in the Annuity Projects segment and a governance issue concerning fraudulent purchases. Positive Factors Revenue from operations grew 19.34% YoY to [-------] million exceeding the 17-18% run-rate required for H2 to meet full-year guidance. Annuity Projects segment revenue increased" [X Link](https://x.com/exencial_RP/status/2020828777228673297) 2026-02-09T11:55Z 12.1K followers, [---] engagements "Apollo's Q3 FY26 results show 70.0% YoY consolidated revenue growth driven by the IDL acquisition but with a [---] bps contraction in EBITDA margin. While the standalone business delivered healthy 35.3% YoY revenue growth and [---] bps margin expansion auditor concerns regarding subsidiaries' 'going concern' status introduce significant risk for future performance. Positive Factors Consolidated Revenue from Operations grew by 70.0% to [------] crores YoY. Standalone Revenue from Operations grew by 35.3% to [------] crores YoY. Standalone EBITDA increased by 44.9% to [-----] crores YoY. Standalone" [X Link](https://x.com/exencial_RP/status/2020872817592733714) 2026-02-09T14:50Z 12.1K followers, [---] engagements "Mold-Tek Packaging reported modest Q3 FY26 revenue growth but strong 9M performance driven by a [---] bps EBITDA margin expansion and exceptional 190% volume growth in the Pharma segment. Strategic initiatives like MoUs with Vibe Generation and Swiggy along with operational consolidation position the company for future growth despite current volume trailing full-year guidance. Positive Factors Q3 FY26 EBITDA margin improved to 19.49% from 17.82% in Q3 FY25 an increase of [---] bps. 9M FY26 PAT grew 17.95% YoY to [-------] lakhs. Pharma-Pack segment volume grew 190% YoY in Q3. Food & FMCG segment" [X Link](https://x.com/exencial_RP/status/2020882884509507745) 2026-02-09T15:30Z 12.1K followers, [---] engagements "BOFA Indian renewable energy bonds offer value versus Indian NBFCs and Macau Gaming peers Indian renewables Indian NBFCs and Macau Gaming: Yield and duration to worst https://twitter.com/i/web/status/2021020965334093934 https://twitter.com/i/web/status/2021020965334093934" [X Link](https://x.com/exencial_RP/status/2021020965334093934) 2026-02-10T00:38Z 12.1K followers, [---] engagements "Nomura India Consumer Durables Peer valuation https://twitter.com/i/web/status/2021024472657166598 https://twitter.com/i/web/status/2021024472657166598" [X Link](https://x.com/exencial_RP/status/2021024472657166598) 2026-02-10T00:52Z 12.1K followers, [---] engagements "UBS Global end use demand by sector https://twitter.com/i/web/status/2021025329025003858 https://twitter.com/i/web/status/2021025329025003858" [X Link](https://x.com/exencial_RP/status/2021025329025003858) 2026-02-10T00:56Z 12.1K followers, [---] engagements "Max India has undergone a massive pivot. Once a broad conglomerate its now a pure-play bet on senior care via its brand Antara. Theyve built a "Continuum of Care" model covering everything from active retirement living to specialized memory care. (3/10)" [X Link](https://x.com/exencial_RP/status/2021083416884830319) 2026-02-10T04:46Z 12.1K followers, [---] engagements "The Business Flywheel: [--]. Luxury Senior Living (Upfront real estate cash) [--]. Assisted Care (Sticky recurring service revenue) [--]. AGEasy (High-margin wellness products) They capture the customer at age [--] and provide value for the next 30+ years. (4/10) https://twitter.com/i/web/status/2021083419225227600 https://twitter.com/i/web/status/2021083419225227600" [X Link](https://x.com/exencial_RP/status/2021083419225227600) 2026-02-10T04:46Z 12K followers, [--] engagements "The footprint is growing fast. They recently launched an 80-bed care home in Bengaluru bringing their total to [---] beds. The "Plan 2030" is ambitious: targeting [----] beds and developing [---] million sq. ft. of senior living space every single year. (7/10)" [X Link](https://x.com/exencial_RP/status/2021083426338795680) 2026-02-10T04:46Z 12.1K followers, [--] engagements "In a world of high interest rates Max India is "Virtually Debt-Free." With a strong treasury and high promoter "skin in the game" (50% holding) they have the financial stamina to weather the long gestation periods of real estate. (8/10) https://twitter.com/i/web/status/2021083428683407396 https://twitter.com/i/web/status/2021083428683407396" [X Link](https://x.com/exencial_RP/status/2021083428683407396) 2026-02-10T04:46Z 12.1K followers, [--] engagements "Its not all smooth sailing. Senior care is a "service-first" business where quality manpower is hard to find. However the Max Group's 40-year pedigree in healthcare gives them a massive institutional advantage in "Trust" and "Governance." (9/10)" [X Link](https://x.com/exencial_RP/status/2021083431107719666) 2026-02-10T04:46Z 12.1K followers, [---] engagements "Max India is a classic "Turnaround-to-Growth" play. It often trades near its book value but sits on a demographic goldmine. For long-term investors its the primary listed vehicle to play the inevitable aging of India. #Stock #Growth #India #Economy (10/10) https://twitter.com/i/web/status/2021083433838182648 https://twitter.com/i/web/status/2021083433838182648" [X Link](https://x.com/exencial_RP/status/2021083433838182648) 2026-02-10T04:46Z 12.1K followers, [---] engagements "Edelweiss reported a consolidated net profit of [------] crores up 112.14% YoY primarily due to one-off gains from asset management stake sale and reclassification. However underlying core operations incurred a substantial loss and the balance sheet deteriorated with a 9.44% decline in Net Worth and increased Debt-to-Equity ratio. Positive Factors Consolidated net profit attributable to owners increased 112.14% YoY to [------] crores. Pre-tax realized gain of [---] crores from asset management stake sale. Pre-tax unrealized gain of [----] crores from reclassifying asset management entities." [X Link](https://x.com/exencial_RP/status/2021139738917490766) 2026-02-10T08:30Z 12.1K followers, [---] engagements "Kiri Industries reported a transformational quarter driven by a [-------] Crores exceptional gain from the DyStar stake sale fundamentally reshaping its balance sheet and enabling a strategic pivot into new greenfield Copper and Fertilizer projects. However the core Dyes and Chemicals business remains exceptionally weak marked by significant operating losses and a [----] bps YoY contraction in standalone material margins. The company's future hinges on the successful execution of its ambitious new capital deployment strategy with no immediate shareholder payouts planned. Positive Factors Received" [X Link](https://x.com/exencial_RP/status/2021153416060256461) 2026-02-10T09:25Z 12.1K followers, [---] engagements "Samvardhana Motherson reported strong Q3 FY26 results with 13.53% YoY revenue growth and 16.51% YoY net profit growth. The Modules and Polymer Products segment showed a remarkable margin inflection due to successful European restructuring while Emerging Businesses delivered 56.61% YoY revenue growth highlighting effective diversification and execution. Positive Factors Consolidated Total Revenue from Operations grew 13.53% YoY to [--------] Crores. Net Profit attributable to Owners grew 16.51% YoY to [-------] Crores. Modules and Polymer Products segment EBITDA margin expanded to 9.38% from 7.40%" [X Link](https://x.com/exencial_RP/status/2021164237717127611) 2026-02-10T10:08Z 12.1K followers, [---] engagements "Jyoti CNC Automation reported strong Q3 FY26 consolidated revenue growth of 28.12% YoY with EBITDA margins expanding to 26.84% surpassing management's guidance of 25%. The standalone business delivered exceptional performance driving overall profitability while foreign subsidiaries continue to incur losses. The operational Huron expansion is contributing to topline signaling future growth but its profitability remains a key monitorable. Positive Factors Consolidated Revenue from Operations grew 28.12% YoY to [------] Cr. Consolidated EBITDA margin expanded to 26.84% surpassing management's" [X Link](https://x.com/exencial_RP/status/2021172291149685238) 2026-02-10T10:40Z 12.1K followers, [---] engagements "Asset-Light is King 👑 Traditional finance is "capital-heavy" you lend your own money and pray for repayment. Edelweiss has shifted to an "Asset-Light" model. Now they earn fees and commissions by managing other peoples money. Less risk more recurring income. (2/10)" [X Link](https://x.com/exencial_RP/status/2021174264951607772) 2026-02-10T10:47Z 12.1K followers, [---] engagements "The biggest red flag for Edelweiss used to be its debt. Peak Debt: [-----] Cr Current Net Debt: [-----] Cr Theyve slashed debt by nearly 80% aiming for near-zero corporate debt in the next [--] years. Thats a massive weight off the balance sheet. (3/10) https://twitter.com/i/web/status/2021174267900199185 https://twitter.com/i/web/status/2021174267900199185" [X Link](https://x.com/exencial_RP/status/2021174267900199185) 2026-02-10T10:47Z 12.2K followers, [---] engagements "Asset Management 💰 Where is the money coming from Mutual Funds: Managing over [----] Lakh Cr. Alternatives (EAAA): A market leader with [-----] Cr AUM. 90% of their net profit now comes from these high-margin fee-based "Franchise" businesses. (4/10)" [X Link](https://x.com/exencial_RP/status/2021174270722965704) 2026-02-10T10:47Z 12.1K followers, [--] engagements "Mark your calendars: April [----]. Edelweiss plans to IPO its Alternative Asset Management business (EAAA). This is expected to unlock massive value for shareholders and provide a fresh cash injection of [----] Cr. (5/10) https://twitter.com/i/web/status/2021174273562509350 https://twitter.com/i/web/status/2021174273562509350" [X Link](https://x.com/exencial_RP/status/2021174273562509350) 2026-02-10T10:47Z 12.1K followers, [--] engagements "The Insurance Story: Their Life and General Insurance units have historically eaten into profits. The good news: Both are on track to break even by FY27. Once they stop losing money the consolidated bottom line gets an automatic boost. (7/10)" [X Link](https://x.com/exencial_RP/status/2021174279413641301) 2026-02-10T10:47Z 12.1K followers, [--] engagements "12 Million Customers The customer base grew 31% last year alone. How By going digital and focusing on "Retailization." 74% of their home loans are now in non-metro cities tapping into the "Bharat" growth story that big banks often miss. (8/10) https://twitter.com/i/web/status/2021174282491937122 https://twitter.com/i/web/status/2021174282491937122" [X Link](https://x.com/exencial_RP/status/2021174282491937122) 2026-02-10T10:47Z 12.1K followers, [--] engagements "Power Move: The Nuvama Stake Sale 💸 In late [----] Edelweiss sold a 13% stake in Nuvama Wealth for [----] Cr. This wasnt just a sale; it was a strategic move to shore up liquidity and prove they can monetize their subsidiary "bets" at high valuations. (9/10)" [X Link](https://x.com/exencial_RP/status/2021174285612744742) 2026-02-10T10:47Z 12.1K followers, [---] engagements "Edelweiss is transforming from a risky NBFC into a diversified Investment Company. With a 22x P/E and a 1.4% dividend yield the story is now about execution. If the EAAA IPO and Insurance turnaround hit the "Sum-of-the-Parts" value could be huge. 📈 #Investing #StockMarketIndia #Edelweiss #WealthManagement #FinanceThread (10/10) https://twitter.com/i/web/status/2021174288502726674 https://twitter.com/i/web/status/2021174288502726674" [X Link](https://x.com/exencial_RP/status/2021174288502726674) 2026-02-10T10:47Z 12.1K followers, [---] engagements "Morepen Laboratories reported strong sequential revenue growth of 23.83% and met its FY26 revenue guidance with 13.5% YoY growth. Standalone EBITDA margins improved by [---] bps YoY to 9.16%. However YoY profit growth was significantly supported by a favorable inventory accounting adjustment and the company faced persistent raw material cost pressures and increased finance and depreciation costs from recent expansions. Positive Factors Standalone revenue grew 13.5% YoY to [--------] Lakhs. Standalone revenue growth of 13.5% YoY met management's FY26 guidance of 10-15%. Standalone revenue grew" [X Link](https://x.com/exencial_RP/status/2021179840729317875) 2026-02-10T11:10Z 12.1K followers, [---] engagements "Wockhardt reported a Q3 FY26 turnaround with 23.16% YoY revenue growth 205.00% YoY PAT growth and [---] bps EBITDA margin expansion. The strategic exit from the US generics market to focus on its innovative antibiotic pipeline coupled with debt reduction positions the company for future high-margin growth. Positive Factors Revenue from operations grew 23.16% YoY to [---] Crore. Profit After Tax (PAT) grew 205.00% YoY to [--] Crore. Basic EPS grew 296.70% YoY to [----]. EBITDA margin expanded [---] basis points YoY to 19.93%. Finance costs for 9M FY26 declined 20.87% YoY to [---] Crore. Standalone entity" [X Link](https://x.com/exencial_RP/status/2021184874783309997) 2026-02-10T11:30Z 12.1K followers, [---] engagements "ARIHANTSUP Q3 FY26 was challenging for Arihant Superstructures marked by a 16.40% year-over-year revenue decline and a 67.51% drop in PAT. Escalating finance costs surging 94.28% year-over-year severely eroded profitability and highlight high financial leverage risk. The board's decision not to proceed with a stock split adds to the negative sentiment. Positive Factors Revenue from operations increased 2.76% sequentially to [--------] lakhs. Revenue for 9M FY26 grew 6.74% to [--------] lakhs. Other income grew 47.48% year-over-year in Q3 FY26. Other expenses fell 37.42% year-over-year in Q3 FY26." [X Link](https://x.com/exencial_RP/status/2021197959816507666) 2026-02-10T12:22Z 12.2K followers, [---] engagements "Escorts Kubota delivered a very positive Q3 FY26 with 11.28% consolidated revenue growth and 24.46% PAT increase beating its full-year EBITDA margin guidance. The Agri Machinery segment showed a [---] bps EBIT margin expansion while the Construction Equipment segment demonstrated a sequential recovery. Strategic moves include a [--] special dividend and a greenfield expansion project funded by internal accruals signaling strong future growth and shareholder returns. Positive Factors Consolidated revenue grew 11.28% YoY to [-------] crores. Operating EBITDA margin for Q3 FY26 was 13.25% above the" [X Link](https://x.com/exencial_RP/status/2021203748391879057) 2026-02-10T12:45Z 12.1K followers, [---] engagements "Jubilant FoodWorks reported strong YoY profit growth driven by a 22.41% decline in finance costs. However the quarter saw a deceleration in consolidated revenue growth to 13.32% YoY missing management's 15% target and a [---] bps QoQ contraction in consolidated EBITDA margins alongside a moderation in Domino's India LFL growth to 5.0%. Positive Factors Consolidated PBT (before exceptional items) grew 91.47% YoY to [-------] million. Consolidated Profit from Continuing Operations grew 46.85% YoY to [------] million. Consolidated finance costs declined 22.41% YoY to [-------] million. Standalone EBITDA" [X Link](https://x.com/exencial_RP/status/2021223629493764499) 2026-02-10T14:04Z 12.2K followers, [---] engagements "Eicher Motors delivered strong Q3 FY26 results with 22.94% YoY revenue growth and a notable [--] bps sequential improvement in consolidated EBITDA margin to 25.46%. The VECV joint venture also contributed significantly with 35.60% QoQ profit growth highlighting effective operational management and leverage. Positive Factors Consolidated revenue grew 22.94% YoY to [-------] Crores. Consolidated PAT grew 21.37% YoY to [-------] Crores. Consolidated EBITDA margin improved sequentially to 25.46% in Q3 FY26 from 24.50% in Q2 FY26. Share of profit from Joint Venture (VECV) grew 35.60% QoQ to 182.94" [X Link](https://x.com/exencial_RP/status/2021237736162660640) 2026-02-10T15:00Z 12.1K followers, [---] engagements "Britannia delivered a strong Q3 FY26 with 17.15% YoY PAT growth and a significant [---] basis points YoY EBITDA margin expansion reaching an adjusted 20.64% which surpassed management's 16% guidance. This performance marked by accelerated revenue growth and robust cost control indicates superior execution under the new CEO. The company's strong underlying profitability and operational efficiency position it favorably for future performance. Positive Factors Total Revenue from Operations grew 8.21% YoY to [-------] crores. Adjusted EBITDA margin reached 20.64% surpassing management's 16% guidance." [X Link](https://x.com/exencial_RP/status/2021262887864631317) 2026-02-10T16:40Z 12.1K followers, [---] engagements "BOFA Eicher Motors Margin comeback & capacity step up as growth gets in top gear. Reit Buy Eicher Motors: Unit metrics for RE (consolidated) Managements focus remains on growing absolute earnings and expanding the category with the strategy pivot. Co. intends to fortify its brand through market activation for required products. Expect margin / per bile profitability to improve gradually https://twitter.com/i/web/status/2021392182532505936 https://twitter.com/i/web/status/2021392182532505936" [X Link](https://x.com/exencial_RP/status/2021392182532505936) 2026-02-11T01:13Z 12.4K followers, [---] engagements "India Insights Bernstein Upstream dependencies for #semiconductor OSAT and fabrication plants with Indian companies operating in that route BOFA MSCI India premium to EM World MSCI India http://x.com/i/article/2021033174621683712 http://x.com/i/article/2021033174621683712" [X Link](https://x.com/exencial_RP/status/2021400047083192482) 2026-02-11T01:45Z 12.4K followers, [----] engagements "B.L. Kashyap and Sons Ltd. reported a strong Q3 FY26 swinging to a profit of [-----] Crores from a prior quarter loss driven by a [---] bps EBITDA margin expansion to 8.91% and 33.91% YoY revenue growth. The company secured [----] Crores in new orders bolstering future revenue visibility and demonstrating strong project-winning capabilities. Positive Factors PAT was [-------] Lakhs a turnaround from a loss of (861.74) Lakhs in Q2 FY26. EBITDA margin expanded to 8.91% in Q3 FY26 from 5.76% in Q2 FY26. Revenue from operations grew 33.91% YoY to [--------] Lakhs. Basic EPS was [----] a turnaround from" [X Link](https://x.com/exencial_RP/status/2021503221361971655) 2026-02-11T08:35Z 12.4K followers, [---] engagements "Ashok Leyland delivered a very strong operational Q3 FY26 with record revenues and market-beating volume growth leading to significant operating margin expansion and a substantial improvement in its net cash position. Despite a one-time exceptional charge impacting reported net profit and rising impairment losses in its financial services arm the core CV business demonstrated superior execution and strong operating leverage. The company is well-positioned to capitalize on favorable market conditions and its strategic initiatives. Positive Factors Consolidated Revenue from Operations grew" [X Link](https://x.com/exencial_RP/status/2021509525782880428) 2026-02-11T09:00Z 12.3K followers, [---] engagements "Avanti Feeds reported mixed Q3 FY26 results with modest 1.31% YoY revenue growth but strong 20.61% YoY PBT growth driven by a stellar 228.00% YoY profit increase in the Processed Shrimp segment. This growth was partially offset by a 9.28% YoY decline in the core Shrimp Feed business and a significant increase in other expenses likely due to US CVD. Positive Factors Consolidated PBT from continuing operations grew 20.61% YoY to [--------] lakhs. Net Profit attributable to owners grew 10.48% YoY to [--------] lakhs. EBITDA margin expanded by [--] basis points to 12.70% from 11.75% YoY. Processed" [X Link](https://x.com/exencial_RP/status/2021521592430531001) 2026-02-11T09:48Z 12.4K followers, [---] engagements "Surya Roshni Ltd. reported a mixed Q3 FY26 with modest 3.2% YoY revenue growth but an 11.4% YoY PAT decline due to higher expenses and inventory changes. However the company showed a QoQ recovery with 4.5% revenue growth and 7.4% PAT growth alongside a [---] bps QoQ EBITDA margin improvement. Secured orders for the steel pipes business provide future revenue visibility indicating potential near-term catalysts despite current profitability pressures. Positive Factors Revenue from operations grew 3.2% YoY to [------] lakhs. Revenue grew 4.5% QoQ indicating a recovery from the preceding quarter. PAT" [X Link](https://x.com/exencial_RP/status/2021534678503813316) 2026-02-11T10:40Z 12.4K followers, [---] engagements "SJVN reported 61.3% YoY revenue growth and 50.6% YoY PAT growth driven by the commissioning of [----] MW Bikaner Solar and [---] MW Buxar Thermal projects. However the Debt Service Coverage Ratio deteriorated to 0.81x indicating challenges in covering debt obligations and the Debt-Equity ratio rose to 2.07x. Positive Factors Revenue from Operations increased 61.3% YoY to [-------] crore. Profit After Tax grew 50.6% YoY to [------] crore. Commercial operation achieved for [----] MW Bikaner Solar Power Project. Commercial operation achieved for Unit-1 (660 MW) of Buxar Thermal Power Project. EBITDA grew" [X Link](https://x.com/exencial_RP/status/2021546758392926218) 2026-02-11T11:28Z 12.3K followers, [---] engagements "Advait delivered exceptionally strong Q3 FY26 results with consolidated revenue surging 114.43% YoY and 9M revenue already far exceeding full-year guidance. The New & Renewable Energy segment emerged as a primary growth driver while the core Power Transitions segment demonstrated superior profitability exceeding its guided margin range. This performance highlights robust execution and strong operational leverage positioning the company for continued growth. Positive Factors Consolidated revenue grew 114.43% YoY to [------] Cr. 9M FY26 revenue of [------] Cr exceeded full-year growth guidance of" [X Link](https://x.com/exencial_RP/status/2021553553664598473) 2026-02-11T11:55Z 12.4K followers, [---] engagements "Capacit'e reported strong operational performance with 14.38% revenue growth and 72bps operating EBITDA margin expansion. However a significant 87.22% decline in JV profits led to a 3.84% PAT decrease and recurring auditor concerns on receivables pose a risk. The company needs a substantial Q4 ramp-up to meet full-year revenue guidance. Positive Factors Revenue from operations grew by 14.38% YoY to [--------] lakhs. Operating EBITDA increased by 19.82% YoY to [--------] lakhs. Operating EBITDA margin expanded by [--] basis points to 16.02% YoY. EBITDA margin (including other income) of 16.66% is" [X Link](https://x.com/exencial_RP/status/2021560348529041584) 2026-02-11T12:22Z 12.4K followers, [---] engagements "Batliboi reported a mixed Q3 FY26 with strong YoY revenue growth but a sharp QoQ decline in profitability and margins exacerbated by an exceptional charge. The company is significantly lagging its profit growth guidance and standalone performance indicates severe execution challenges and potential demand deterioration. Positive Factors Consolidated revenue grew 30.13% YoY to Rs. [--------] Lakhs. Consolidated PBT before exceptional items grew 467.70% YoY to Rs. [------] Lakhs. Consolidated EPS before exceptional item turned positive YoY from (0.11) to [----]. Attributable to Non-Controlling" [X Link](https://x.com/exencial_RP/status/2021572427881304301) 2026-02-11T13:10Z 12.4K followers, [---] engagements "GS Global and non-US/international funds are still underweight EM equities" [X Link](https://x.com/exencial_RP/status/2021576944245154221) 2026-02-11T13:27Z 12.4K followers, [---] engagements "Fiem Industries reported strong Q3 FY26 results with revenue growing 16.35% YoY within guidance and PAT increasing 34.78% YoY. Operational efficiency improved with EBITDA margins expanding [---] bps YoY to 14.16% driven by better cost of materials management. The company demonstrated good execution by delivering within its revenue and margin guidance supported by a debt-free balance sheet. Positive Factors Revenue from operations grew 16.35% YoY to [--------] lakhs. Profit after Tax (PAT) increased 34.78% YoY to [-------] lakhs. EBITDA margin improved [---] bps YoY to 14.16%. PAT margin improved 124" [X Link](https://x.com/exencial_RP/status/2021582493586276657) 2026-02-11T13:50Z 12.3K followers, [---] engagements "Garware Technical Fibres delivered a strong Q3 FY26 reversing H1's negative trend with 11.31% QoQ revenue growth and 75.76% QoQ PAT growth. This turnaround was driven by successful acquisition integration and a significant [---] bps QoQ EBITDA margin expansion demonstrating superior execution and cost management. While 9M performance remains a concern the quarter signals a clear positive inflection. Positive Factors Consolidated Revenue from Operations grew 10.42% YoY and 11.31% QoQ to [--------] lakhs. Consolidated PAT increased 17.69% YoY and 75.76% QoQ to [-------] lakhs. Consolidated EBITDA" [X Link](https://x.com/exencial_RP/status/2021589540096585805) 2026-02-11T14:18Z 12.4K followers, [---] engagements "Jupiter Wagons Limited reported a mixed Q3 FY26 showing a 13.3% QoQ revenue growth and a 35.3% QoQ PAT rebound signaling an operational turnaround. However revenue declined 13.5% YoY and the 12.66% EBITDA margin was below the 14-15% guidance making the full-year revenue target of [----] Crores appear extremely difficult to achieve. Positive Factors Revenue grew 13.3% QoQ to [--------] lakhs (890.36 Crores). PAT (attributable to owners) rebounded 35.3% QoQ to [-------] lakhs (62.99 Crores). Profit before tax grew 27.9% QoQ to [-------] lakhs (86.83 Crores). Cost of materials as a percentage of revenue" [X Link](https://x.com/exencial_RP/status/2021596335393095945) 2026-02-11T14:45Z 12.1K followers, [---] engagements "Talbros Automotive Components Ltd. reported a strong profitability beat in Q3 FY26 with EBITDA margin of 18.61% exceeding management guidance. Net profit grew 17.73% QoQ significantly boosted by robust joint venture performance. Strategic initiatives like a planned leadership transition and investment in captive solar power position the company for long-term operational efficiency and growth despite muted revenue. Positive Factors EBITDA margin was 18.61% exceeding management guidance of 16.5%-17%. Net profit grew 17.73% QoQ to [-------] lacs. Share in profit of joint ventures grew 26.77% QoQ" [X Link](https://x.com/exencial_RP/status/2021600109948232116) 2026-02-11T15:00Z 12.4K followers, [---] engagements "Alpine Macro U.S. And China Drive Record Orbital Launch Space Assets: Critical Links For AI Connectivity Follow us for more insights like this . https://t.co/SeHXBQdKbn https://t.co/SeHXBQdKbn" [X Link](https://x.com/exencial_RP/status/2021608753754431534) 2026-02-11T15:34Z 12.4K followers, [---] engagements "Valor Estate Ltd. reported a significant turnaround in Q3 FY26 with revenue surging 141.40% YoY and EPS growing 1337.50% YoY driven by a one-time project revenue recognition and a shift from loss to profit. The completion of the hospitality business demerger further solidifies its position as a pure-play real estate entity despite a substantial impairment charge. Positive Factors Consolidated revenue from operations increased 286.68% QoQ to Rs. [--------] lakhs. Consolidated revenue from operations increased 141.40% YoY to Rs. [--------] lakhs. Company reported a Profit After Tax of Rs. 6223.82" [X Link](https://x.com/exencial_RP/status/2021611564042944921) 2026-02-11T15:45Z 12.4K followers, [---] engagements "Patanjali Foods reported its highest-ever quarterly revenue driven by 38.93% YoY growth in the FMCG segment which became the primary profit contributor. However consolidated EBITDA declined 15.39% YoY due to a 57.94% fall in Edible Oils profitability from volatile raw material costs. The reported PAT was inflated by a one-time tax credit masking underlying operational challenges. Positive Factors Highest-ever quarterly revenue from operations at [--------] Crores. Consolidated revenue grew 16.53% YoY and 7.23% QoQ. FMCG segment revenue grew 38.93% YoY to [-------] Crores. FMCG segment profit" [X Link](https://x.com/exencial_RP/status/2021616468320752059) 2026-02-11T16:05Z 12.4K followers, [---] engagements "Elgi Equipments reported robust 18.4% YoY consolidated revenue growth and 18.1% YoY PAT growth driven by strong performance in the Air Compressors segment. The company demonstrated operating leverage and efficient cost management though adjusted EBITDA margins remained slightly below long-term guidance. A one-time exceptional charge of [---] million related to new Labour Codes impacted reported profitability. Positive Factors Consolidated Revenue from Operations grew 18.4% YoY to [-----] million. Consolidated Profit Before Share of JV exceptional items & tax grew 30.8% YoY to [----] million." [X Link](https://x.com/exencial_RP/status/2021620369376108782) 2026-02-11T16:20Z 12.4K followers, [---] engagements "Godrej Industries reported healthy consolidated top-line and operational profit growth driven by strong performance in Finance Veg Oils and Crop Protection alongside a 55% YoY increase in Real Estate booking value. However margin pressure in Chemicals and Dairy coupled with increased leverage are key monitorables for future performance. Positive Factors Consolidated Total Income grew 10.7% YoY to [-------] crore. Consolidated EBITDA grew 27.3% YoY to [------] crore. Finance and Investments segment revenue grew 49.7% YoY and PBIT surged 184.3% YoY. Crop Protection segment revenue grew 34.4% YoY" [X Link](https://x.com/exencial_RP/status/2021622667573608913) 2026-02-11T16:29Z 12.3K followers, [---] engagements "IRCON reported a 15.97% YoY net profit growth in Q3 FY26 driven by a [---] bps EBITDA margin expansion and a 231.34% surge in joint venture profits despite an 18.90% YoY revenue decline. While Q3 PAT margin was below guidance the 9M PAT margin of 6.45% remains within the 6-7% full-year target indicating effective cost management and a potential recovery in execution. Positive Factors Consolidated EBITDA grew 30.76% YoY to [------] Cr. EBITDA margin expanded [---] bps YoY to 8.59%. Share of profit from Joint Ventures surged 231.34% YoY to [-----] Cr. Net profit grew 15.97% YoY to [-----] Cr. Domestic" [X Link](https://x.com/exencial_RP/status/2021628992701485293) 2026-02-11T16:54Z 12.4K followers, [---] engagements "citi Traditional Prescription Eyeglasses Supply Chain" [X Link](https://x.com/exencial_RP/status/2021743554444288083) 2026-02-12T00:30Z 12.4K followers, [---] engagements "HSBC Delhivery (DELHIVER IN) Downgrade to Hold: Time to take a breather https://twitter.com/i/web/status/2021753082129125379 https://twitter.com/i/web/status/2021753082129125379" [X Link](https://x.com/exencial_RP/status/2021753082129125379) 2026-02-12T01:07Z 12.4K followers, [---] engagements "RT @exencial_RP: Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors" [X Link](https://x.com/exencial_RP/status/2021755553207435604) 2026-02-12T01:17Z 12.2K followers, [--] engagements "India Insights citi Markups for Frames and Lenses in India Nomura Company/sector raw material price trends crisil Dense fog severe and prolonged cold waves in North India increased http://x.com/i/article/2021400841195073536 http://x.com/i/article/2021400841195073536" [X Link](https://x.com/exencial_RP/status/2021759990084845783) 2026-02-12T01:35Z 12.4K followers, [---] engagements "citi #lenskart Solutions (LENS.NS) Clear Vision Fair Value Initiate at Neutral Investment Thesis Illustrative store economics for matured Lenskart store" [X Link](https://x.com/exencial_RP/status/2021766203685925254) 2026-02-12T02:00Z 12.4K followers, [----] engagements "Indias approved semiconductor plants along with capacity and location Fabrication units are highlighted in blue. Rest are OSAT/ATMP. Most facilities are expected to be operational by 2027-28 Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors supply chain INDIAS LATE MOVER WOES https://t.co/2hIbja12Ri Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors supply chain INDIAS LATE MOVER WOES https://t.co/2hIbja12Ri" [X Link](https://x.com/exencial_RP/status/2021766582800982020) 2026-02-12T02:01Z 12.4K followers, [----] engagements "BOFA Ashok Leyland Margins steady CV cycle turning Q3FY26 Review https://twitter.com/i/web/status/2021785327606935731 https://twitter.com/i/web/status/2021785327606935731" [X Link](https://x.com/exencial_RP/status/2021785327606935731) 2026-02-12T03:15Z 12.4K followers, [---] engagements "🧵Imagine owning a digital "twin" of every major city in India. Not just a flat map but a high-fidelity 3D replica. While most investors are chasing standard IT Genesys International is building the "Spatial Operating System" for the entire country. The Digital Architect of New India: A Genesys Deep-Dive (1/10) https://twitter.com/i/web/status/2021815724105511034 https://twitter.com/i/web/status/2021815724105511034" [X Link](https://x.com/exencial_RP/status/2021815724105511034) 2026-02-12T05:16Z 12.4K followers, [---] engagements "Genesys is "flipping the script" on its business model. Theyre moving from one-time projects to "Content-as-a-Service." Translation: They capture the data once and license it to multiple clients forever. This is where massive profit margins are born. (2/10)" [X Link](https://x.com/exencial_RP/status/2021815726886334555) 2026-02-12T05:16Z 12.4K followers, [---] engagements "Meet the "India Map Stack." This proprietary tech creates 3D Digital Twins for cities like Mumbai Jaipur and Ayodhya. Its the "invisible infrastructure" needed for 5G tower placement smart city planning and even flood management. (3/10) https://twitter.com/i/web/status/2021815730241696185 https://twitter.com/i/web/status/2021815730241696185" [X Link](https://x.com/exencial_RP/status/2021815730241696185) 2026-02-12T05:16Z 12.4K followers, [---] engagements "They arent just looking up theyre looking down. Genesys recently bagged a contract for subsurface mapping at [--] Adani-operated airports. Mapping buried gas lines and fiber optics is a high-tech high-barrier-to-entry niche with zero room for error. (6/10)" [X Link](https://x.com/exencial_RP/status/2021815738877857865) 2026-02-12T05:16Z 12.4K followers, [--] engagements "Beyond India the world is the stage. Genesys is a key player in Saudi Arabias "Vision 2030." From the futuristic city of NEOM to urban planning in Mecca they are exporting Indian spatial intelligence to the world's most ambitious projects. (7/10) https://twitter.com/i/web/status/2021815741688005095 https://twitter.com/i/web/status/2021815741688005095" [X Link](https://x.com/exencial_RP/status/2021815741688005095) 2026-02-12T05:16Z 12.4K followers, [--] engagements "KERNEX reported strong Q3 FY26 revenue growth of 97.23% YoY driven by order book execution but profitability declined due to escalating finance and project execution costs. The company's [----] Crores order book provides significant future revenue visibility though margin protection and cost management remain key challenges. Positive Factors Consolidated Revenue from operations grew 97.23% YoY to [-------] lakhs. Consolidated Revenue from operations grew 54.08% QoQ to [-------] lakhs. Outstanding order book of [----] Crores provides strong revenue visibility. EBITDA grew 95.78% YoY to [-------] lakhs." [X Link](https://x.com/exencial_RP/status/2021831608815530362) 2026-02-12T06:19Z 12.4K followers, [---] engagements "HAL demonstrated strong operational momentum in Q3 FY26 with 10.66% YoY revenue growth and 29.65% YoY PAT growth supported by efficient execution and an [--] bps QoQ EBITDA margin expansion. Key alpha signals include a new [----] Crore helicopter contract strategic JV rationalization and a robust order book extending to FY32-33 indicating sustained competitive advantage and future growth. Positive Factors Revenue from operations grew 10.66% YoY to [------] Lakhs. Net Profit After Tax (PAT) grew 29.65% YoY to [------] Lakhs. Basic EPS grew 29.63% YoY to [-----]. EBITDA margin expanded [--] bps QoQ to" [X Link](https://x.com/exencial_RP/status/2021858529876094978) 2026-02-12T08:06Z 12.4K followers, [---] engagements "Bernstein India Quant Strategy: Where is investor crowding What is being ignored Industry ownership could be effective crowding signals for many industries (Specialty Finance Metals& Mining Steel etc.) but also serve as alpha signals for certain industries (Industrial Products Technology). https://twitter.com/i/web/status/2021860923653468470 https://twitter.com/i/web/status/2021860923653468470" [X Link](https://x.com/exencial_RP/status/2021860923653468470) 2026-02-12T08:16Z 12.4K followers, [----] engagements "Bharat Forge's Q3 FY26 results show consolidated revenue growth of 24.96% YoY driven by the Defence segment's 102.37% YoY revenue growth and a new [-----] million order. This strategic pivot to defence and India-centric markets is yielding results offsetting weakness in standalone export businesses and some margin compression. Positive Factors Consolidated Revenue grew 24.96% YoY to [--------] million. Defence Segment Revenue grew 102.37% YoY to [-------] million. Defence Segment Profit grew 268.16% QoQ to [------] million. Secured [-----] million small arms contract from Ministry of Defence." [X Link](https://x.com/exencial_RP/status/2021864098984866153) 2026-02-12T08:29Z 12.4K followers, [---] engagements "KMEW delivered a remarkable Q3 FY26 with consolidated revenue growing 56.25% YoY and PAT surging 110.55% YoY driven by robust domestic dredging and the newly integrated shipbuilding segment. The company surpassed its EBITDA margin guidance of 40% and benefited from a significantly lower effective tax rate of 4.94% due to the Tonnage Tax Scheme enhancing net profitability. Positive Factors Consolidated revenue grew 56.25% YoY to [-----] crores. Consolidated PAT surged 110.55% YoY to [-----] crores. Consolidated EBITDA margin of 42.82% surpassed management's guidance of 40%. Effective tax rate was" [X Link](https://x.com/exencial_RP/status/2021870642325598494) 2026-02-12T08:55Z 12.4K followers, [---] engagements "Abbott India delivered healthy YoY revenue growth and strong underlying profitability in Q3 FY26 with adjusted EBITDA margin expanding [---] bps YoY. The reported sequential decline in revenue and profit was primarily due to a one-time regulatory cost of [-----] Crores. The company's operational efficiency is commendable despite leadership transitions. Positive Factors Revenue from operations grew 6.80% YoY to [-------] Crores. Adjusted EBITDA margin expanded [---] bps YoY to 28.92%. Adjusted EBITDA margin expanded [--] bps QoQ to 28.92%. Profit After Tax increased 4.21% YoY to [------] Crores. Risk" [X Link](https://x.com/exencial_RP/status/2021876934154530974) 2026-02-12T09:20Z 12.4K followers, [---] engagements "3M India reported a net loss due to one-off charges but underlying operational performance was strong with 12.7% YoY revenue growth and [---] bps EBITDA margin expansion. Adjusted PBT grew 43.3% YoY indicating robust operational recovery and cost management excellence. The APA settlement resolves long-pending tax litigation providing future certainty. Positive Factors Revenue from operations grew 12.7% YoY to [---------] lakhs. EBITDA grew 40.5% YoY to [--------] lakhs. EBITDA margin expanded [---] bps YoY to 19.56%. Cost of materials consumed as a percentage of revenue improved to 35.9% from 45.0%" [X Link](https://x.com/exencial_RP/status/2021881966870900797) 2026-02-12T09:40Z 12.4K followers, [---] engagements "Mold-Tek Technologies reported exceptional Q3 FY26 results breaking revenue stagnation with 56.75% YoY revenue growth and 617.54% YoY PAT growth. This performance was driven by the successful Beryl acquisition and a strong recovery in the Civil division demonstrating superior execution and significant margin expansion. Positive Factors Consolidated Revenue from operations grew 56.75% YoY to [------] Crores. Consolidated Profit for the period grew 617.54% YoY to [------] Crores. Consolidated Basic EPS grew 610.53% YoY to [----]. Consolidated EBITDA increased 171.97% YoY to [------] Crores." [X Link](https://x.com/exencial_RP/status/2021893039804101120) 2026-02-12T10:24Z 12.4K followers, [---] engagements "NATCO Pharma reported Q3 FY26 YoY performance with 36.33% revenue growth and a [----] bps EBITDA margin expansion to 24.5%. The company is set to exceed its H2 FY26 PAT guidance driven by initial profit contribution from Adcock Ingram and narrowing of losses in the Agro Chemicals segment. These factors highlight superior execution and underlying business momentum. Positive Factors Revenue from operations grew 36.33% YoY to [----] million. EBITDA margin expanded [----] bps YoY to 24.5%. Q3 PAT of [----] million alone achieved over 50% of the lower end of H2 FY26 PAT guidance (2700-3000 million)." [X Link](https://x.com/exencial_RP/status/2021898325226926434) 2026-02-12T10:45Z 12.4K followers, [---] engagements "🧵Imagine a company that started with just [--] machines in a small town and is now the hidden engine behind the worlds biggest obesity drugs. 💉 Meet Shaily Engineering the "pick and shovel" play of the decade that every investor should have on their radar. 👇 (1/10) https://twitter.com/i/web/status/2021904694164205675 https://twitter.com/i/web/status/2021904694164205675" [X Link](https://x.com/exencial_RP/status/2021904694164205675) 2026-02-12T11:10Z 12.4K followers, [----] engagements "The world is obsessed with obesity and diabetes drugs like Ozempic and Wegovy. These drugs need high-tech injectors. Shailys healthcare segment just surged from 19% to 38% of their revenue in one year. They are literally manufacturing the future of weight loss. (4/10)" [X Link](https://x.com/exencial_RP/status/2021904704339628191) 2026-02-12T11:10Z 12.4K followers, [---] engagements "Its not just pens Shaily is a silent giant in your living room too. They are the 5th largest global supplier for IKEA and produce high-precision packaging for P&G (Gillette). Theyve kept these global partnerships alive for over [--] years. Thats world-class reliability. (5/10) https://twitter.com/i/web/status/2021904707568988408 https://twitter.com/i/web/status/2021904707568988408" [X Link](https://x.com/exencial_RP/status/2021904707568988408) 2026-02-12T11:10Z 12.4K followers, [---] engagements "Shaily just reported a record-breaking quarter with net profits jumping a staggering 103%. Revenue is up 34% YoY. Institutional heavyweights like UBS have recently initiated a "Buy" rating signaling that the big money is starting to move in. (6/10) https://twitter.com/i/web/status/2021904711113421128 https://twitter.com/i/web/status/2021904711113421128" [X Link](https://x.com/exencial_RP/status/2021904711113421128) 2026-02-12T11:10Z 12.4K followers, [---] engagements "Fine Organic Industries reported a sequential decline in revenue and a sharp compression in EBITDA and Net Profit for Q3 FY26. Profitability was significantly impacted by an unfavorable change in inventories and a one-time employee cost provision despite some YoY revenue growth and controlled other expenses. The company remains debt-free but the quarter's performance indicates operational headwinds. Positive Factors Revenue from operations grew 7.35% YoY to [------] Crores. Cost of Materials Consumed as a percentage of revenue improved to 59.45% in Q3 FY26 from 67.34% in Q3 FY25. Other Expenses" [X Link](https://x.com/exencial_RP/status/2021939093513388504) 2026-02-12T13:27Z 12.4K followers, [---] engagements "IHCL delivered strong Q3 FY26 results with 12.20% YoY revenue growth and 55.11% YoY PAT growth significantly boosted by an exceptional gain from the Taj GVK divestment. The company demonstrated superior execution of its 'Accelerate 2030' strategy expanding its portfolio and entering new high-potential segments positioning it for long-term growth and competitive advantage. Positive Factors Consolidated Revenue from Operations grew 12.20% YoY to [------] lakhs. Consolidated PAT attributable to owners grew 55.11% YoY to [-----] lakhs. Consolidated Basic and Diluted EPS grew 55.26% YoY to 6.35." [X Link](https://x.com/exencial_RP/status/2021939848521695300) 2026-02-12T13:30Z 12.4K followers, [---] engagements "Shaily Engineering Plastics reported strong 26.79% YoY revenue growth and 48.35% YoY PAT growth with a [---] basis points YoY EBITDA margin expansion. However consolidated profitability declined sequentially due to rising employee and other expenses partly linked to the operationalization of an overseas subsidiary. The standalone business remains robust indicating core operations are performing well. Positive Factors Consolidated revenue grew 26.79% YoY to [--------] lakhs. Consolidated PAT grew 48.35% YoY to [-------] lakhs. Consolidated EBITDA margin expanded [---] basis points YoY to 26.51%. Cost" [X Link](https://x.com/exencial_RP/status/2021983636929884386) 2026-02-12T16:24Z 12.4K followers, [---] engagements "EFC (I) Ltd. Q3FY25 Concall Highlights" [X Link](https://x.com/exencial_RP/status/1882692535581081916) 2025-01-24T07:30Z 12.4K followers, [----] engagements "Emmvee Photovoltaic Power Riding on Tech Too Cheap to Ignore - Buy India's solar installations are set to grow at a 24% Cagr over FY25-28E.Emmvee's early entry in TOPCon superior DCR-driven profitability and adequately-funded balance sheet are a competitive edge. Industry profitability should normalize FY28E onward but we expect high-teens steady state RoCE. We project 56% Ebitda Cagr over FY25-28E and price Emmvee at 9x fwd EV/Ebitda. Stock trades at 50% discount to peers. Initiate at Buy with PT Rs [---]. Emmvee early entrant in TOPCon tech in India Normalized margins likely to align to" [X Link](https://x.com/exencial_RP/status/2008789393767887352) 2026-01-07T06:34Z 12.4K followers, [----] engagements "BOFA On Pidilite Industries Consistent strategy execution positive; Up to Buy post the stock underperformance Raising estimates and rolling forward PO to Rs1630 Factoring in 3QFY26 results and recent business trends we raise our earnings estimates by 3-5%.Roll forward PO by 6-monthsto Rs1630 (vs. Rs1480previously)based on 56xFY28E consolidated EPS (vs. 56x Sept-27E).Our target multiple is maintained close to the stock's average valuation over the last [--] years and remains at a discount tothelast5-year average multiple. We estimate 10% revenue/12% EPS CAGR over FY25-28Ewhich is quite healthy" [X Link](https://x.com/exencial_RP/status/2019579712004296907) 2026-02-06T01:11Z 12.4K followers, [---] engagements "Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors supply chain INDIAS LATE MOVER WOES https://twitter.com/i/web/status/2021393434624524726 https://twitter.com/i/web/status/2021393434624524726" [X Link](https://x.com/exencial_RP/status/2021393434624524726) 2026-02-11T01:18Z 12.4K followers, 15.3K engagements "IT sector in full bloodbath mode 🔴 US weakness + FII selling crushing Nifty IT today #NiftyIT #StockMarketIndia #Infosys #DalalStreet" [X Link](https://x.com/exencial_RP/status/2022156270233583644) 2026-02-13T03:49Z 12.5K followers, [----] engagements "Investec India: IT Services Fears driven by a theoretical end state The recent fall in IT services and SaaS stocks appear to be driven by a narrative that marks down terminal growth rate assumptions. In our view the market is focussing on a theoretical end state without assuming what it takes to get there. We argue IT services firms should benefit from legacy code modernization migration of legacy SaaS applications building AI foundation layers for enterprises and physical AI among other opportunities. AI should drive higher business velocity over time and the increasing hype in our view puts" [X Link](https://x.com/exencial_RP/status/2022212168712957989) 2026-02-13T07:32Z 12.5K followers, [----] engagements "Lupin's Q3 FY26 results showed 24.27% YoY revenue growth and [---] bps EBITDA margin expansion to 30.8% driven by international markets and complex generics. Core PBT surged 81.9% YoY. However reported profit was impacted by [------] million in net exceptional litigation charges and the 'Others' segment continued to incur losses. Positive Factors Consolidated revenue from operations grew 24.27% YoY to [-------] million. Profit Before Tax and Exceptional Items (PBT before EI) surged 81.9% YoY to [-------] million. EBITDA increased 61.8% YoY to [-------] million. EBITDA margin expanded to 30.8% in Q3" [X Link](https://x.com/exencial_RP/status/2022226487097930138) 2026-02-13T08:29Z 12.5K followers, [---] engagements "UBS Pricing trends: India quick commerce https://twitter.com/i/web/status/2022264496220504305 https://twitter.com/i/web/status/2022264496220504305" [X Link](https://x.com/exencial_RP/status/2022264496220504305) 2026-02-13T11:00Z 12.5K followers, [---] engagements "HArtnett The Great Rotations: big political geopolitical financial events of past [--] years always ignited big asset market leadership changes 1971: end of Bretton Woods era of stagflation oil shocks end of Nifty Fifty bull market new secular leader was gold & real assets (up 417% from [--] to 80) laggard bonds & financial assets (paltry 67% ); [----] secular leader = real assets Real vs financial assets price relative * 1980: Reagan/Thatcher/Volcker shocks peak inflation (14.8% in Mar80) peak government secular leader was bonds (10-year Treasury yield fell 16% to 6% by [----] ); [----] secular" [X Link](https://x.com/exencial_RP/status/2022327587528417520) 2026-02-13T15:10Z 12.5K followers, [----] engagements "Endurance Technologies reported strong consolidated revenue growth of 26.20% YoY driven by the Stferle acquisition and underlying business. However profitability was impacted by rising material costs and strategic investments leading to a [--] bps YoY contraction in consolidated EBITDA margins. The company's long-term strategic initiatives are progressing as planned indicating potential for future performance despite current margin pressures and an exceptional charge. Positive Factors Consolidated Revenue from operations grew 26.20% YoY to [-------] crore. Standalone Revenue from operations grew" [X Link](https://x.com/exencial_RP/status/2022602716090913143) 2026-02-14T09:24Z 12.5K followers, [---] engagements "Bernstein Banking system liquidity RBIs measures over the last few months have ensured that banking system liquidity continues to remain in surplus mode with total surplus crossing INR [--] Tn recently https://twitter.com/i/web/status/2022902992849318048 https://twitter.com/i/web/status/2022902992849318048" [X Link](https://x.com/exencial_RP/status/2022902992849318048) 2026-02-15T05:17Z 12.5K followers, [---] engagements "HSBC Global Chemicals The bear case from here Shutdowns without a market rebalance will only result in a flatter cost curve lower prices and lower earnings The market cant rebalance without large Chinese cuts. We dont see why China would cut to increase import reliance Retrofits likely to lead to more capacity not less; we see the bull case on chems as overstated [----] will be a lot like [----] The bear case from here. The supply demand story of the last [--] years explained in one table https://twitter.com/i/web/status/2021751111359828066 https://twitter.com/i/web/status/2021751111359828066" [X Link](https://x.com/exencial_RP/status/2021751111359828066) 2026-02-12T01:00Z 12.5K followers, [----] engagements "Global fashion giants like IKEA and Adidas now mandate "Green Chemistry." FCL has spent a decade securing ZDHC Bluesign and GOTS certifications. This isn't just PR it's a massive barrier to entry that smaller non-compliant competitors can't cross. (6/10) https://twitter.com/i/web/status/2022165427623969200 https://twitter.com/i/web/status/2022165427623969200" [X Link](https://x.com/exencial_RP/status/2022165427623969200) 2026-02-13T04:26Z 12.5K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@exencial_RP Exencial Research Partners
Exencial Research Partners posts on X about strong, india, business, growth the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +57%
- [--] Month [-------] +9.70%
- [--] Months [---------] +191%
- [--] Year [---------] +98%
Mentions: [--] #
- [--] Week [---] -32%
- [--] Month [---] +55%
- [--] Months [-----] +206%
- [--] Year [-----] -48%
Followers: [------] #
- [--] Week [------] +3.70%
- [--] Month [------] +11%
- [--] Months [------] +67%
- [--] Year [------] +125%
CreatorRank: [-------] #
Social Influence
Social category influence finance 57.09% countries 17% stocks 4.86% currencies 2.02% technology brands 2.02% travel destinations 0.81% products 0.4% premier league 0.4% fashion brands 0.4%
Social topic influence strong 25.1%, india 13.77%, business 11.34%, growth #1040, future #3650, finance 6.88%, core 6.07%, debt #827, balance sheet #1401, ai #6087
Top accounts mentioned or mentioned by @nalanda_way @thrasher4561 @fin_trd @grok @exencialrp @richardbranson @mohnishpabrai @arthashashtri @creandocartera @joekgauss @chain_alphax @sidg9_ @zackerymarchet @0yqxing @aniketm14434360 @mariosurjan
Top assets mentioned HSBC Holdings PLC (HSBC) Microsoft Corp. (MSFT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Mankind Pharma reported strong Q3 FY26 profitability with consolidated EBITDA margin at 25.86% at the higher end of guidance and significant finance cost reduction of 28.85% YoY. While deleveraging improved the Debt-to-Equity ratio to 0.40x sequential revenue declined by 3.52% and an unresolved income tax dispute remains a key monitorable. Positive Factors Consolidated revenue grew 11.52% YoY to [-------] crores. Consolidated EBITDA margin improved to 25.86% from 25.0% QoQ and 25.62% YoY reaching the higher end of management's guidance. Consolidated finance costs declined 28.85% YoY and 7.35%"
X Link 2026-02-03T11:10Z 12.5K followers, [---] engagements
"GS Agricultural Resiliency Global Ecosystem https://twitter.com/i/web/status/2021935569992073654 https://twitter.com/i/web/status/2021935569992073654"
X Link 2026-02-12T13:13Z 12.5K followers, [---] engagements
"jm India Outsourced Spend Management market revenue to reach INR 131bn by 2027"
X Link 2025-10-14T05:27Z 12.4K followers, [---] engagements
"GS One [--] Improving growth visibility and skewed risk-reward; upgrade to Buy We are Buy rated on Paytm with a 12-month price target of Rs1570. Our price target is based on 50% DCF (WACC of 13% and 5% terminal growth) and 50% on a 69x P/E multiple applied to our FY28E EPS (adjusted for PnL tax). Key downside risks include regulatory headwinds slower-than-expected scale up of financial services business higher competitive intensity and sub-optimal capital allocation. Major regulatory considerations for Paytm #Paytm risk reward analysis Paytm target price summary"
X Link 2025-11-28T05:26Z 12.3K followers, [----] engagements
"Akzo Nobel India (AKZOINDIA) The JSW Transformation Deep Dive Akzo Nobel India (Dulux) is no longer a premium MNC play. It is now JSW Groups weapon to disrupt the $8.85 Billion Indian paints market. This is the most aggressive corporate pivot in the sector. Heres the complete business breakdown and what investors need to know about the new AKZOINDIA. (1/9) https://twitter.com/i/web/status/2001251310272970972 https://twitter.com/i/web/status/2001251310272970972"
X Link 2025-12-17T11:21Z 12K followers, [----] engagements
"Nomura On Indraprastha Gas Upgrade to Buy on attractive valuation Margins to get support from lower tax and transmission tariffs; DTC transition nearing end to aid volume growth Upgrade to Buy with a higher DCF-based TP of INR230 implying 24% upside We cut FY26F EPS by 3% to reflect further depreciation in INR vs USD. Our EPS estimates for FY27/28F are up by 5%/4% to reflect likely margin improvement from lower Gujarat VAT and transmission tariffs as discussed above. Our volume estimates remain largely intact as we incorporate 6.5%-6.6% y-y volume growth in FY27/28F. We upgrade IGL to Buy"
X Link 2025-12-18T02:30Z 12K followers, [---] engagements
"Kotak Devyani-Sapphire merger: Building Indias QSR powerhouse The consolidation of Devyani and Sapphire (India franchisees of Yum Brands) is likely to create a stronger more formidable QSR player with (1) DIL promoters growth-oriented mindset coupled with complementary execution strength of DIL and SF; (2) improved strategic backing concessions and greater operational flexibility from Yum; and (3) synergies to the tune of Rs2.25 bn. The Merge Co has the potential to further strengthen KFCs dominant position in India and revive PH as a formidable challenger in Pizza QSR Merger of DIL-SF will"
X Link 2026-01-02T05:10Z 12K followers, [----] engagements
"UBS India Telecom Sector [----] was uneventful could [----] be different Stock thesis: Sector fully priced in RIL preferred as an indirect play We have a Sell rating on Bharti Airtel and Neutral on VIL and Indus with modest changes in our earnings and price targets (Figure [--] India telco comps table ). We believe risk reward for the sector is balanced with likely VIL relief priced into both VIL and Indus shares and risk of execution still in place. Our only Buy rated name in the universe is RIL where we continue to see value unlocking and earnings upgrades across its three core verticals. [----] was"
X Link 2026-01-07T14:26Z 12.4K followers, [----] engagements
"J.B. Chemicals & Pharmaceuticals reported strong Q3 FY26 results with 10.50% YoY revenue growth and 21.78% YoY PAT growth. Gross margins expanded significantly by [---] bps YoY reaching the higher end of management's guidance. The completed acquisition by Torrent Pharmaceuticals marks a major strategic catalyst for future direction. Positive Factors Revenue from operations grew 10.50% YoY to [------] lakhs. Gross Margin expanded [---] bps YoY to 69.06% reaching the higher end of guidance. Operating EBITDA grew 12.97% YoY to [-----] lakhs with margin at 28.68%. Profit After Tax (PAT) grew 21.78% YoY"
X Link 2026-01-17T09:09Z 12.4K followers, [---] engagements
"Investec How does Paytm make money https://twitter.com/i/web/status/2014566379878527145 https://twitter.com/i/web/status/2014566379878527145"
X Link 2026-01-23T05:10Z 12K followers, [----] engagements
"Adani Green Energy reported strong operational capacity growth of 48% YoY and a 21.4% increase in power supply revenue. However profitability severely deteriorated with PAT declining 98.9% and EPS turning negative due to surging finance and depreciation costs from aggressive expansion. The company successfully completed warrant conversions utilizing funds for debt repayment. Positive Factors Revenue from Power Supply grew 21.4% YoY to [----] Cr. Operational capacity increased 48% YoY to [-----] MW. EBITDA grew 13.0% YoY to [----] Cr. EBITDA margin improved [--] bps to 93.9%. Completed conversion of"
X Link 2026-01-23T08:37Z 12.4K followers, [---] engagements
"UltraTech Cement reported Q3 FY26 results with consolidated revenue up 22.78% YoY and PAT up 26.92% YoY. The company achieved a [---] bps EBITDA margin expansion and 29.4% like-for-like domestic grey cement volume growth. Debt-equity ratio improved to 0.30x and [---] mtpa capacity was commissioned with plans for [----] mtpa more. Positive Factors Consolidated Revenue from Operations grew 22.78% YoY to [--------] crores. Domestic grey cement volumes grew 29.4% YoY on a like-for-like basis. Consolidated EBITDA grew 35.3% YoY to [-------] crores. Consolidated EBITDA margin expanded [---] bps YoY to 17.94%."
X Link 2026-01-24T07:59Z 12K followers, [---] engagements
"SBFC Finance delivered strong Q3 FY26 results with 27.74% YoY revenue growth and 34.02% YoY net profit growth driven by significant operational efficiency improvements and robust asset quality. The company's enhanced credit facilities and reaffirmed ratings position it for sustained growth and competitive advantage in the near term. Positive Factors Interest income grew 29.29% YoY to [-------] million. Fees and commission income grew 91.78% YoY to [------] million. Net profit grew 34.02% YoY to [-------] million. Basic EPS grew 31.71% YoY to [----]. Net Non-Performing Assets (NNPA) declined to 1.48%"
X Link 2026-01-24T09:41Z 12.4K followers, [---] engagements
"UBS ICICI Prudential Asset Management Industry leader with strong moat; initiate at Buy Valuation: Initiate with a Buy rating and a price target of Rs3320.00 We believe IPRU AMC merits a valuation premium over HDFC AMC due to its superior operating metrics. Our price target based on a 36x FY27E PE via DDM implies a 7% premium vs its 1-8% range since listing which is constrained by its limited trading history What s Priced In https://twitter.com/i/web/status/2015994970902298759 https://twitter.com/i/web/status/2015994970902298759"
X Link 2026-01-27T03:47Z 12K followers, [----] engagements
"🧵 While the market was looking away a quiet giant in the chemical space just woke up. PUNJABCHEM has spent years transforming from a simple pesticide maker into a high-tech partner for global giants. Here is why this "China Plus One" play is catching fire. (1/10) https://twitter.com/i/web/status/2016372086063956439 https://twitter.com/i/web/status/2016372086063956439"
X Link 2026-01-28T04:45Z 12K followers, [---] engagements
"SBI Life reported robust 21.82% YoY Net Premium Income growth and a significant positive swing in investment income. A favorable SAT ruling on the Sahara India Life Insurance transfer provides a key regulatory unlock. However Profit After Tax growth was a modest 4.71% YoY impacted by a sharp 45.60% rise in Expenses of Management and a concerning decline in the 61st-month persistency ratio. Positive Factors Net Premium Income grew 21.82% YoY to [-------] lakhs. First Year Premium grew 22.76% YoY Renewal Premium grew 20.76% YoY and Single Premium grew 24.00% YoY. Income from investments swung"
X Link 2026-01-28T11:21Z 12.4K followers, [---] engagements
"Bosch Home Comfort India reported 10.2% YoY and 17.4% QoQ revenue growth in a seasonally weak quarter indicating market preparation. While profitability deteriorated YoY with an operating loss there was a sequential improvement in operating and net losses. The company faces margin pressures and a regulatory overhang to restore public shareholding. Positive Factors Revenue from operations grew 10.2% YoY to [------] million. Revenue from operations grew 17.4% QoQ. Operating loss before exceptional items improved 60.3% QoQ to (169.5) million. Net loss narrowed 52.4% QoQ to (190.3) million. EPS"
X Link 2026-01-28T13:23Z 12.4K followers, [---] engagements
"EUs Kaja Kallas: Europe is no longer Washingtons primary center of gravity. The shift has been ongoing for a while. It is structural not temporary. No great power in history has ever outsourced its survival and survived"
X Link 2026-01-28T13:43Z 11.9K followers, [----] engagements
"BOFA on Larsen & Toubro Ltd Tenth quarter of beating estimates https://twitter.com/i/web/status/2016696437870911693 https://twitter.com/i/web/status/2016696437870911693"
X Link 2026-01-29T02:14Z 12.4K followers, [----] engagements
"Ambit Most banks now seem to have adopted open architecture model which means higher competition barring ICICI Bank and SBI #insurance https://twitter.com/i/web/status/2016754957958205685 https://twitter.com/i/web/status/2016754957958205685"
X Link 2026-01-29T06:07Z 11.9K followers, [---] engagements
"Dixon Technologies reported robust profitability in Q3 FY26 with EBITDA margin expanding [---] basis points YoY to 5.05% notably exceeding management's 4.0%-4.5% guidance. While revenue growth was muted strong PAT and EPS growth coupled with effective strategic execution in JVs and backward integration indicate superior operational performance and future growth drivers. Positive Factors EBITDA increased 37.5% YoY to [-----] lakhs. EBITDA margin expanded [---] basis points YoY to 5.05% exceeding management's guidance of 4.0%-4.5%. Profit After Tax (PAT) grew 48.3% YoY to [-----] lakhs. Basic Earnings"
X Link 2026-01-29T12:00Z 12K followers, [---] engagements
"BOFA Voltas Summer in Focus Risk reward favorable; Reiterate Buy https://twitter.com/i/web/status/2017050911814902255 https://twitter.com/i/web/status/2017050911814902255"
X Link 2026-01-30T01:43Z 12K followers, [---] engagements
"Ambuja Cements reported robust consolidated revenue growth of 19.80% YoY driven by healthy demand and market share gains particularly in the Ready Mix Concrete segment. However profitability was significantly impacted by the absence of one-off incomes from the base quarter and a substantial sequential contraction in EBITDA margin from 19.2% to 13.34% due to rising power fuel and freight costs. The company is progressing with corporate restructuring for synergy realization and capacity expansion positioning it for long-term growth despite current operational challenges. Positive Factors"
X Link 2026-01-30T09:11Z 12K followers, [---] engagements
"Welspun Corp delivered strong Q3 FY26 results with 25.4% YoY revenue growth and a [---] bps expansion in operating EBITDA margin. The company is on track to exceed its full-year EBITDA guidance demonstrating superior execution and significant balance sheet deleveraging. While net profit declined YoY due to a high base underlying operational performance particularly in the Steel Products segment shows strong scalability and margin inflection. Positive Factors Consolidated revenue grew 25.4% YoY to [-------] crores. Normalized PBT grew 59.6% YoY. Operating EBITDA margin expanded [---] bps YoY to"
X Link 2026-01-30T09:16Z 12K followers, [---] engagements
"NALCO reported Q3 FY26 operating margins of 45.99% exceeding management's H2 guidance of 42-43%. This was driven by a 19.78% YoY decline in power and fuel costs from captive coal production and 33.06% YoY revenue growth in the Aluminium segment. Despite weakness in the Chemicals segment the company showed sequential profitability improvement and rewarded shareholders with interim dividends. Positive Factors Operating margins of 45.99% beat management's H2 guidance of 42-43%. Cost of power and fuel declined 19.78% YoY and 9.45% QoQ to [------] crore due to higher captive coal production."
X Link 2026-01-30T09:37Z 12K followers, [---] engagements
"Finolex Industries reported a mixed Q3 FY26 with 23.46% YoY PAT growth and significant EBITDA margin expansion to 14.93% aligning with management's margin recovery focus and efficient debt management. However revenue declined by 10.34% YoY and profitability was significantly aided by inventory changes alongside a total comprehensive loss due to fair value changes in equity instruments. Positive Factors Consolidated PAT increased by 23.46% YoY to [------] Crore. Consolidated PBT grew by 40.40% YoY to [------] Crore. Consolidated EBITDA grew by 33.06% YoY to [------] Crore. Consolidated EBITDA Margin"
X Link 2026-02-01T04:06Z 12K followers, [---] engagements
"Most tech companies are like general doctors they fix everything from Wi-Fi to websites. Latent View is the "Brain Surgeon." They are a pure-play analytics firm. They only do one thing: high-end math and AI to help leaders make better choices. This focus is their secret sauce. (2/10)"
X Link 2026-02-01T07:14Z 12K followers, [---] engagements
"In the world of finance debt is a heavy backpack. Latent View They have ZERO debt. Not a single penny owed to banks. Plus theyre sitting on a massive "piggy bank" of over [----] Cr in cash to fund future growth. (3/10) https://twitter.com/i/web/status/2017859201322914072 https://twitter.com/i/web/status/2017859201322914072"
X Link 2026-02-01T07:14Z 12K followers, [---] engagements
"UBS GAIL (India) Q3FY26: commodity segment volatility drive earnings miss https://twitter.com/i/web/status/2018142877017391479 https://twitter.com/i/web/status/2018142877017391479"
X Link 2026-02-02T02:02Z 12.1K followers, [---] engagements
"UBS IDFC First Bank Higher credit cost impacts earnings Valuation: Maintain Sell rating; PT unchanged at Rs75 We maintain our Sell rating with an unchanged price target of Rs.75. Our price target implies a target multiple of 1.3x FY27E P/BV https://twitter.com/i/web/status/2018144841650368816 https://twitter.com/i/web/status/2018144841650368816"
X Link 2026-02-02T02:10Z 12K followers, [----] engagements
"nomura Indias data center to expand 4x to 5.2GW over FY25-FY30F resulting in investment of INR 2.2tn https://twitter.com/i/web/status/2018207572503990578 https://twitter.com/i/web/status/2018207572503990578"
X Link 2026-02-02T06:19Z 12K followers, [---] engagements
"WPIL delivered a strong Q3 FY26 with consolidated revenue growing 41.17% YoY and PAT surging 73.31% YoY driven by a 123.40% increase in international business. EBITDA margin expanded to 20.91% exceeding management's guidance despite domestic headwinds and inventory adjustments. This performance validates the company's global strategy and execution of large contracts. Positive Factors Consolidated Revenue from Operations grew 41.17% YoY to [--------] Lacs. Profit Before Tax (PBT) surged 139.45% YoY to [--------] Lacs. Profit After Tax (PAT) attributable to equity holders grew 73.31% YoY to 5433.32"
X Link 2026-02-02T08:58Z 12K followers, [---] engagements
"INTERARCH BUILDING SOLUTIONS LIMITED Q3'26 Investor Presentation Global Pre-engineered Steel Buildings Market Increasing investments in public infrastructure growing urbanisation and increasing awareness of benefits of pre-engineered construction vis--vis the traditional onsite model. As of [----] South-East Asia region had the largest share of pre-engineered steel building at 29.5-31.5% followed by North America at 28.5-30.5%. https://twitter.com/i/web/status/2018579148256821357 https://twitter.com/i/web/status/2018579148256821357"
X Link 2026-02-03T06:55Z 12K followers, [---] engagements
"Varun Beverages Ltd. reported strong Q4 and FY2025 results with FY2025 EBITDA margin of 24.3% exceeding management guidance of 21% by [---] basis points. Profitability was bolstered by a 62.3% reduction in finance costs and strategic international expansion initiatives positioning the company for continued growth despite full-year revenue being slightly below expectations. Positive Factors Q4 CY25 Revenue from operations grew 13.5% YoY to [-------] crore. FY2025 Net Profit After Tax (attributable to owners) grew 17.0% YoY to [-------] crore. FY2025 consolidated EBITDA margin expanded to 24.3% from"
X Link 2026-02-03T07:10Z 12K followers, [---] engagements
"🥤 Imagine owning the rights to quench the thirst of 1/6th of the global population. Varun Beverages (VBL) has evolved from a local bottler into a global industrial architect controlling nearly 90% of PepsiCos beverage volume in India. Heres why investors are obsessed. 👇 (1/10) https://twitter.com/i/web/status/2018647798456127999 https://twitter.com/i/web/status/2018647798456127999"
X Link 2026-02-03T11:28Z 12K followers, [----] engagements
"Choice International Limited delivered a very strong Q3 FY26 significantly surpassing revenue and margin guidance with 44.91% YoY revenue growth and 36.84% operating EBITDA margin. The Advisory Services segment was a key driver with exceptional growth and margin expansion complemented by a turnaround in the NBFC business. This performance highlights superior execution and strategic initiatives positioning the company for continued outperformance. Positive Factors Consolidated Revenue from Operations grew 44.91% YoY to [--------] lakhs. Consolidated Profit After Tax increased 113.50% YoY to"
X Link 2026-02-03T14:27Z 12.2K followers, [---] engagements
"BofA Bubble Risk Indicator during historical asset bubbles Looking at eight historical asset bubbles from a distributional lens using the BRI methodology reveals increasingly elevated returns vol momentum and fragility in the asset bubble formation process as seen by rising levels of the indicator towards [--] https://twitter.com/i/web/status/2018850743130960127 https://twitter.com/i/web/status/2018850743130960127"
X Link 2026-02-04T00:55Z 12.4K followers, [---] engagements
"BOFA on Varun Beverages Business recovers in the off-season; Eyes on the summer now https://twitter.com/i/web/status/2018880119595839531 https://twitter.com/i/web/status/2018880119595839531"
X Link 2026-02-04T02:51Z 12K followers, [----] engagements
"BIG STORY PLAYING OUT NOW Infosys ADR -6% Wipro ADR -6% Cognizant -10% Gartner -25% Accenture -10% EPAM -13% Globant-10% Why Anthropic's new AI automation tool- fears that it could eat into core biz of data & info svcs firms. Anthropic has released a new AI tool built on Claude aimed at automating legal and compliance workflows. The tool leverages large language models with structured document understanding for contract review policy checks and data extraction. It integrates into enterprise workflows reducing reliance on traditional rule-based legal software. This has raised disruption"
X Link 2026-02-04T03:26Z 12.4K followers, [----] engagements
"🧵Ever wondered how an iPhone reaches a small-town retailer or how a local business sets up Microsoft Azure Meet Redington Limited. They aren't just "distributors" they are the invisible backbone of the digital economy in 40+ countries. Lets dive into why this [--] Trillion giant is a unique case for your portfolio. 👇 (1) https://twitter.com/i/web/status/2018912258777379106 https://twitter.com/i/web/status/2018912258777379106"
X Link 2026-02-04T04:59Z 12.4K followers, [----] engagements
"Ambit Belrise Industries Underappreciated precision Belrise is the leader in 2W sheet metal components with 24% market share. New product launches (lifted 2W CPV* potential by 40%) and wider OEM engagement will enable above-industry growth in 2W/3W and also derisk revenue growth away from top customer. Increasing focus on 2.7x larger 4W TAM and multiple order wins are expected to drive 23% 4W revenue CAGR over FY25-28E. Recent acquisitions enabled entry into and deeper engagement with large Japanese 4W/2W OEMs where cross-selling opportunities hold high growth potential. Long term OEMs"
X Link 2026-02-04T08:16Z 12K followers, [----] engagements
"Aptus delivered a Q3 FY26 with 22.35% YoY total income growth and 23.98% YoY PAT growth. Key highlights include a [--] bps reduction in Gross NPA and a 1.52% QoQ decrease in finance costs indicating effective asset quality management and benefits from a credit rating upgrade. The low debt-to-equity ratio provides runway for future growth. Positive Factors Consolidated Total Income grew 22.35% YoY to [--------] lakhs. Consolidated PAT grew 23.98% YoY to [--------] lakhs. Standalone Gross NPA reduced by [--] bps to 1.19%. Standalone Net NPA reduced by [--] bps to 0.90%. Consolidated Finance costs"
X Link 2026-02-04T08:42Z 12K followers, [---] engagements
"Redington reported robust consolidated revenue growth of 15.74% YoY driven by the SISA segment. The company demonstrated strong execution in reducing finance costs by 32.51% QoQ and turning around the ROW segment's profitability leading to a significant improvement in its debt-equity ratio. However overall EBITDA margins contracted and fell below management's guidance while the SISA segment experienced margin pressure despite high revenue growth. Positive Factors Consolidated revenue grew 15.74% YoY to [--------] Cr. Finance costs declined 32.51% QoQ to [-----] Cr. ROW segment PBT grew 69.04%"
X Link 2026-02-04T13:30Z 12.4K followers, [---] engagements
"Global top [--] players' major Semiconductor Wafer Fab Equipment merger & acquisition cases https://twitter.com/i/web/status/2019064673740501491 https://twitter.com/i/web/status/2019064673740501491"
X Link 2026-02-04T15:05Z 12.4K followers, [----] engagements
"Lloyds Engineering Works delivered a strong Q3 FY26 with consolidated PAT attributable to shareholders growing 70.86% YoY and EBITDA margins expanding to 19.42% exceeding the 15-18% guided range. The board's approval of a strategic merger and a robust order book of over Rs. [----] Crore across the group position the company for future growth and competitive advantage. Positive Factors Consolidated PAT attributable to shareholders grew 70.86% YoY to Rs. [-----] Crore. Consolidated Basic EPS increased 64.52% YoY to Rs. [----]. Consolidated EBITDA margin expanded to 19.42% in Q3 FY26 exceeding the"
X Link 2026-02-04T17:18Z 11.9K followers, [---] engagements
"Nomura Cost of fresh term deposits for the banking sector has moved up 8bp in Dec-25 while cost on stock has moved down 5bp in Dec-25"
X Link 2026-02-05T00:30Z 12K followers, [---] engagements
"UBS On Trent Ltd Q3 manages to surprise on earnings positively"
X Link 2026-02-05T03:14Z 12.4K followers, [----] engagements
"UBS GLobal Lithium supply-demand model https://twitter.com/i/web/status/2019252139583791131 https://twitter.com/i/web/status/2019252139583791131"
X Link 2026-02-05T03:30Z 12.4K followers, [----] engagements
"Ambit Cognizant Technology Outperformance continues; cheap to play turnaround Margin increase drives 0.5-1.0% EPS upgrade; TP at USD90 (unchanged) https://twitter.com/i/web/status/2019306679394017414 https://twitter.com/i/web/status/2019306679394017414"
X Link 2026-02-05T07:06Z 12.4K followers, [---] engagements
"Suzlon Energy delivered a very strong Q3 FY26 with 42.4% YoY revenue growth highest-ever quarterly deliveries and a record [---] GW order book positioning it to exceed full-year guidance. While profitability improved and the balance sheet strengthened increased trade receivables and inventory capitalization are key monitorables. Positive Factors Consolidated revenue grew 42.4% YoY to [-------] crores. Highest-ever quarterly wind turbine deliveries of [---] MW. EBITDA grew 47.8% YoY to [---] crores with margin improving to 17.5% from 16.8% YoY. Order book reached a new high of [---] GW with [---] GW order"
X Link 2026-02-05T09:19Z 12K followers, [---] engagements
"Deep Industries reported strong Q3 FY26 results with consolidated revenue growing 43.1% YoY and PAT attributable to owners up 56.1% YoY. The company significantly surpassed its full-year revenue and margin guidance with operational EBITDA margins expanding to 45.22%. A new [---] Crores GAIL contract and the DNRL acquisition further bolster future revenue visibility and operational efficiency. Positive Factors Consolidated revenue from operations grew 43.1% YoY to [------] Crores. Consolidated PAT attributable to owners increased 56.1% YoY to [-----] Crores. Consolidated operational EBITDA margin"
X Link 2026-02-05T09:40Z 11.9K followers, [---] engagements
"For years they were a "component maker." Now Theyve graduated to "Full Systems Integrator." Why does this matter It expands their Addressable Market (TAM) by 10x from a [----] Cr playground to a massive [-----] Cr arena. (3/10)"
X Link 2026-02-05T10:45Z 12K followers, [---] engagements
"The biggest catalyst right now is the BrahMos RF Seeker. Theyve successfully developed and tested the "eyes" of the BrahMos missile. As this moves from testing to mass production it creates a multi-year high-volume revenue stream. (4/10) https://twitter.com/i/web/status/2019361783241453914 https://twitter.com/i/web/status/2019361783241453914"
X Link 2026-02-05T10:45Z 12K followers, [---] engagements
"The Govt just announced a [--] Trillion project for a multi-layered air defense system. Being specialists in radar signal processing and sensor fusion Data Patterns is essentially the "first-choice" partner for this massive modernization wave. (8/10)"
X Link 2026-02-05T10:45Z 12K followers, [--] engagements
"Defense investing isn't for the faint of heart. Contracts are "lumpy" big wins followed by quiet quarters. Their "Debtor Days" are high (300 days) because the Govt takes time to pay. You need a long-term horizon to ride out the quarterly volatility. (9/10) https://twitter.com/i/web/status/2019361797741113733 https://twitter.com/i/web/status/2019361797741113733"
X Link 2026-02-05T10:45Z 12K followers, [---] engagements
"Tata Motors Passenger Vehicles Limited reported a challenging Q3 FY26 with a consolidated net loss of (3483) crores and revenue decline of 25.8% YoY primarily due to a cyber incident at JLR. However the domestic PV business showed remarkable strength with 24.0% revenue growth and market share gains while JLR reaffirmed its full-year guidance signaling a sharp Q4 recovery. Positive Factors Domestic PV revenue grew 24.0% YoY to [-----] crores. Domestic PV wholesale volumes grew 22% YoY to [------] units. Domestic PV Vahan market share increased to 13.8% (+100 bps QoQ). Domestic PV EBITDA margins"
X Link 2026-02-05T12:15Z 11.9K followers, [---] engagements
"Bharti Airtel reported robust Q3 FY26 results with 19.6% YoY revenue growth and 25.5% YoY net income growth (before exceptional items). Key highlights include strong performance in Africa and Homes Services successful strategic shift in Airtel Business and significant deleveraging with the net debt to EBITDAaL ratio improving to [----] times. The upcoming rights issue is expected to make India operations net debt-free further strengthening the balance sheet. Positive Factors Consolidated revenue grew 19.6% YoY to [-------] crore. Consolidated Net Income (before Exceptional items) grew 25.5% YoY"
X Link 2026-02-05T12:45Z 11.9K followers, [---] engagements
"Bofa On Tata Vehicles Passenger Motors Limited JLR Q3 miss Q4 gain but structural concerns persist. Risk reward unfavourable We revise our FY26E estimates basis Q3 prints and exceptional items.FY27-28E see no major revisions. https://twitter.com/i/web/status/2019588556843634799 https://twitter.com/i/web/status/2019588556843634799"
X Link 2026-02-06T01:46Z 12K followers, [---] engagements
"🚨 GST Cuts Are WorkingBut Only Where It Matters 🚨 India's corporate sales just posted their BEST growth in [--] quarters but the real story is in WHO's winning (and who's not). Here's what the Dec [----] data reveals 🧵👇 First the headline numbers: 📊 Non-finance company sales: +8.2% (Y-o-Y) 📈 Quarter-on-quarter growth: 6% (3x the usual Dec average) 🏭 Manufacturing real growth: 11.2% (highest in [--] quarters) The GST cuts from Sept [--] [----] are finally showing impact. The BIG winners Industries that got the deepest GST cuts: 🚗 Passenger vehicles: -4% +13% (Q-o-Q) 🏗 Cement: +8.4% +10.7% 🛒"
X Link 2026-02-06T02:19Z 11.9K followers, [---] engagements
"Kotak List of Anthropics older plugins and their number of installs #Anthropic 's older plugins do not have a very high installation count to suggest a revolutionary impact"
X Link 2026-02-06T04:13Z 12K followers, [----] engagements
"🧵Imagine a steel company that doesnt care if iron ore prices skyrocket. 🚀 While most producers are sweating over raw material costs Godawari Power and Ispat (GPIL) has built a "fortress" business model. Heres why this debt-free titan is a favorite for smart money. 👇 (1/10) https://twitter.com/i/web/status/2019631391470993847 https://twitter.com/i/web/status/2019631391470993847"
X Link 2026-02-06T04:37Z 12K followers, [----] engagements
"Vertical Integration 🏗 GPIL operates a "Pit-to-Product" model. They source 85% of their iron ore from their own captive mines. In a world of rising auction premiums owning your mines is the ultimate margin-protector. They aren't just making steel; they are capturing the mining profit too. (2/10) https://twitter.com/i/web/status/2019631394251764145 https://twitter.com/i/web/status/2019631394251764145"
X Link 2026-02-06T04:37Z 11.9K followers, [---] engagements
"Recent moves are turning heads: Landmark MOU with GAIL to bring natural gas to their plants (reducing carbon & coal reliance). Resumption of the Boria Tibu mines for high-grade ore. Guidance of 20-25% volume growth for the upcoming year. (9/10)"
X Link 2026-02-06T04:37Z 11.9K followers, [---] engagements
"GPIL is evolving from a local steel maker into a diversified minerals and energy storage platform. With a debt-free balance sheet captive mines and a bold green energy pivot its a rare "compounding" story in a cyclical industry. #Stocks #Investing #GPIL #Steel (10/10) https://twitter.com/i/web/status/2019631415030345818 https://twitter.com/i/web/status/2019631415030345818"
X Link 2026-02-06T04:37Z 12K followers, [---] engagements
"Veranda Learning Solutions achieved a significant year-over-year turnaround moving from substantial losses to profitability with a PAT of [-----] Crores and 51.70% YoY revenue growth. This was driven by strategic divestment operational efficiency and a 60.02% reduction in finance costs reflecting strong execution of the 'Veranda 2.0' strategy. The company is further streamlining its business with the demerger of the Commerce segment and debt refinancing. Positive Factors Revenue from operations grew 51.70% YoY to [--------] Lakhs. Profit After Tax from continuing operations was [-------] Lakhs from"
X Link 2026-02-06T07:46Z 12K followers, [---] engagements
"Jubilant Pharmova reported robust 16.5% YoY revenue growth driven by a 46.1% surge in CDMO - Sterile Injectables. However total expenses increased 19.5% YoY leading to a [---] bps YoY EBITDA margin contraction and a 44.6% YoY decline in net profit indicating significant cost control challenges. Positive Factors Consolidated revenue from operations grew 16.5% YoY to [-----] million. Consolidated revenue from operations grew 8.0% QoQ to [-----] million. CDMO - Sterile Injectables segment revenue surged 46.1% YoY to [----] million. Generics segment revenue grew 13.3% YoY and 35.4% QoQ. Generics segment"
X Link 2026-02-06T08:15Z 12K followers, [---] engagements
"Snowman Logistics reported mixed Q3 FY26 results with 9.01% YoY revenue growth but a 7.66% QoQ decline. Despite a net loss due to an exceptional item the company demonstrated a strong operational turnaround with EBITDA margin expanding [---] bps QoQ driven by improved warehousing utilization and profitable contract exits in transportation. An interim dividend signals management's confidence in underlying operational strength. Positive Factors EBITDA grew 17.03% QoQ and 10.23% YoY to [-------] lakhs. EBITDA margin expanded [---] bps QoQ to 16.74%. Profit Before Tax (PBT) before exceptional items"
X Link 2026-02-06T08:35Z 12K followers, [---] engagements
"Elin Electronics reported strong YoY growth in revenue and PAT but faced a sharp QoQ decline in revenue and a significant miss on EBITDA margin guidance. Concerns include rising material costs substantial inventory buildup artificially inflating profits and a loss-making subsidiary making full-year targets challenging. Positive Factors Consolidated revenue from operations grew 10.5% YoY to [-------] million. Profit After Tax (PAT) grew 161.8% YoY to [-----] million. EBITDA (before exceptional items) grew 54.7% YoY to [------] million. Basic EPS grew 158.62% YoY to [----]. Risk Factors Consolidated"
X Link 2026-02-06T09:15Z 12.4K followers, [---] engagements
"Greaves Cotton delivered strong Q3 FY26 results driven by 16.64% YoY revenue growth and a 190bps YoY EBITDA margin expansion. The Electric Mobility segment showed significant operational inflection with a 20.4% YoY reduction in losses underscoring successful strategic execution and progress towards profitability in key growth areas. Positive Factors Consolidated Revenue from Operations grew 16.64% YoY to [------] Crore. Consolidated EBITDA increased 57.7% YoY to [-----] Crore. Consolidated EBITDA Margin expanded 190bps YoY to 7.1%. Profit attributable to Owners grew 22.54% YoY to [-----] Crore."
X Link 2026-02-06T09:30Z 12K followers, [---] engagements
"Cantabil delivered a standout Q3 FY26 performance with 18.8% YoY revenue growth and a significant EBITDA margin expansion to 36.0% substantially exceeding full-year guidance. This robust execution coupled with effective cost management and a declared interim dividend positions the company strongly to meet and potentially exceed its annual targets. Positive Factors Revenue from operations grew 18.8% YoY to [------] crores. EBITDA grew 31.3% YoY to [-----] crores. EBITDA margin expanded to 36.0% in Q3 FY26 from 32.6% in Q3 FY25. Net profit after tax grew 31.1% YoY to [-----] crores. Basic EPS grew"
X Link 2026-02-06T09:45Z 12K followers, [---] engagements
"Siemens Ltd. reported 14.0% YoY revenue growth and a 19.4% increase in new orders building a 7% larger order backlog. However profitability declined 26.0% YoY due to a [--] basis point EBITDA margin contraction and a Rs. [---] million exceptional charge with Mobility and Digital Industries segments facing severe margin pressures from forex losses and higher material costs. Positive Factors Revenue from continuing operations grew 14.0% YoY to Rs. [-----] million. New orders stood at Rs. [-----] million a 19.4% YoY increase. Order backlog grew 7% to Rs. [------] million. Smart Infrastructure segment PBIT"
X Link 2026-02-06T10:05Z 11.9K followers, [---] engagements
"Paisalo Digital's Q3 FY26 results show Net Interest Income grew 35.4% QoQ and Profit After Tax increased 28.5% QoQ. Net Interest Margin of 6.62% exceeded management's full-year guidance of 6.5% supported by a 53.5% QoQ decline in provisions and stable asset quality. Positive Factors Net Interest Income grew 49.5% YoY to [--------] lakhs. Net Interest Income grew 35.4% QoQ to [--------] lakhs. Profit After Tax grew 28.5% QoQ to [-------] lakhs. Basic EPS grew 28.1% QoQ to [----]. Net Interest Margin of 6.62% exceeded management's full-year guidance of 6.5%. Impairment on financial instruments"
X Link 2026-02-06T10:28Z 12K followers, [---] engagements
"BEML reported revenue growth of 23.69% YoY but this was overshadowed by a profitability collapse swinging to a net loss of (22.38) Crores. EBITDA margin plummeted to 0.33% missing management's guidance driven by surging material and other expenses. This indicates execution challenges and cost pressures that put full-year margin improvement in doubt. Positive Factors Revenue from Operations grew 23.69% YoY to [------] lakhs. Revenue from Operations grew 29.10% QoQ to [------] lakhs. Employee benefits expense as a percentage of revenue improved to 20.55% from 23.60% YoY. Finance costs decreased by"
X Link 2026-02-06T10:50Z 12K followers, [---] engagements
"🧵 Ever wonder why your favorite soap always smells the same or why that one biscuit brand has a "flavor" no one can copy Meet S H Kelkar (Keva). They are the invisible architects behind the scents and tastes of Indias biggest FMCG brands. Here is a deep-dive. 👇 (1/10)"
X Link 2026-02-06T10:50Z 12K followers, [---] engagements
"Founded in [----] Keva has evolved from a small Mumbai "attar" shop into a global sensory powerhouse. With over [---] years of experience they now command a massive 20% share of India's fragrance market. They don't just sell scents; they sell brand identity. (2/10) https://twitter.com/i/web/status/2019725413170418115 https://twitter.com/i/web/status/2019725413170418115"
X Link 2026-02-06T10:50Z 11.9K followers, [--] engagements
"In the world of flavors and fragrances (F&F) "stickiness" is everything. Once a brand uses a Keva scent switching is risky if the smell changes customers notice. This creates massive switching costs and a "sensory moat" that competitors find hard to bridge. (3/10) https://twitter.com/i/web/status/2019725415758356740 https://twitter.com/i/web/status/2019725415758356740"
X Link 2026-02-06T10:50Z 11.9K followers, [--] engagements
"Their portfolio is diversified across two high-value verticals: Fragrances (90%): The heavy lifter powering soaps detergents and perfumes. Flavors (10%): The growth engine currently surging at 50%+ growth in the beverages and snacks sector. (5/10)"
X Link 2026-02-06T10:50Z 11.9K followers, [--] engagements
"A major fire at their Vashivali facility in [----] caused temporary pain but the recovery is the real story. Management expects [---] Crore in insurance proceeds which will be a massive tailwind for rebuilding and de-leveraging the balance sheet. (6/10) https://twitter.com/i/web/status/2019725423580688666 https://twitter.com/i/web/status/2019725423580688666"
X Link 2026-02-06T10:50Z 11.9K followers, [--] engagements
"Star Cement delivered a strong Q3 FY26 with 22.4% YoY revenue growth and a 726.98% YoY increase in PAT. The company achieved an operational turnaround with consolidated PBT surging 1267.42% and standalone entity moving from loss to profit driven by cost control and operational leverage. Positive Factors Consolidated Revenue from Operations grew 22.43% YoY to [--------] lakhs. Consolidated Profit After Tax attributable to shareholders was [-------] lakhs up 726.98% YoY. Consolidated EBITDA margin reached 23.01%. Consolidated Profit before exceptional items and tax surged 1267.42% YoY. Standalone"
X Link 2026-02-06T11:10Z 12K followers, [---] engagements
"BLS reported strong 43.6% YoY revenue growth significantly outperforming its annual guidance driven by a 109.34% surge in Digital Services. However profitability moderated sequentially with consolidated EBITDA margins contracting to 26.88% falling below management's 29% target. While strong top-line execution is evident margin pressure from the changing revenue mix remains a key monitorable. Positive Factors Consolidated revenue grew 43.6% YoY to [--------] lakhs. Digital Services segment revenue grew 109.34% YoY to [--------] lakhs. Profit After Tax attributable to owners grew 34.8% YoY to"
X Link 2026-02-06T11:26Z 12K followers, [---] engagements
"Shilpa Medicare delivered strong Q3 FY2026 results with 28.32% YoY revenue growth record operating profit and [---] bps YoY EBITDA margin expansion. The effective tax rate of 26.74% significantly beat management's 35% guidance contributing to a 40.26% YoY PAT growth. While QoQ margins saw a slight contraction due to inventory adjustments underlying operational performance and debt management were strong. Positive Factors Revenue from operations grew 28.32% YoY to [------] crores. Operating Profit (EBITDA) reached a record high of [------] crores up 42.48% YoY. EBITDA Margin expanded to 28.01% from"
X Link 2026-02-06T11:45Z 12K followers, [---] engagements
"SHREDIGCEM reported a sharp swing to net loss in Q3 FY26 with EBITDA margins collapsing to 2.09% due to surging input finance and depreciation costs associated with its newly commissioned grinding plant. While the doubling of capacity and new promoter are long-term positives the company is currently grappling with operational inefficiencies and cost pressures from the ramp-up. Positive Factors Revenue grew 13.63% QoQ to [--------] lakhs likely driven by new capacity. New grinding plant commissioned doubling manufacturing capacity to [---] MTPA. India Resurgence Fund acquired a 45.01% controlling"
X Link 2026-02-06T12:05Z 12K followers, [---] engagements
"Crompton's Q3 FY26 results indicate a convincing turnaround with accelerated YoY revenue growth and a significant [---] bps QoQ EBITDA margin expansion driven by effective cost management and strong Lighting segment performance. However YoY net profit declined due to exceptional items and persistent margin pressure in the core ECD segment remains a concern. Positive Factors Revenue from operations grew 7.3% YoY to [-------] crores. EBITDA increased 18.5% QoQ to [------] crores. EBITDA margin expanded [---] bps QoQ to 10.3%. Net Profit attributable to owners increased 38.1% QoQ to [-----] crores."
X Link 2026-02-06T12:50Z 12K followers, [---] engagements
"Kalyan Jewellers delivered strong Q3 FY26 results meeting revenue guidance with 42.12% YoY growth. Profitability significantly outpaced revenue with PAT growing 90.37% YoY and EBITDA margin expanding [---] bps exceeding expectations on the profitability front. The company demonstrated strong operating leverage and is on track to exceed its full-year PBT margin guidance reinforcing its superior execution capabilities. Positive Factors Consolidated revenue from operations grew 42.12% YoY to [--------] Crores in line with guidance. EBITDA grew 73.28% YoY to [------] Crores. EBITDA margin expanded 141"
X Link 2026-02-06T13:10Z 12K followers, [---] engagements
"Shree Cement reported mixed Q3 FY26 results with 5.0% YoY revenue growth and 37.9% YoY PAT growth but core operational profitability declined YoY and QoQ due to non-operational boosts and margin contraction. While a new cement plant was commissioned rising costs and declining debtors turnover indicate operational challenges alongside an ongoing regulatory investigation. Positive Factors Consolidated Revenue from Operations grew by 5.0% YoY to [-------] crore. Profit After Tax (PAT) attributable to owners increased by 37.9% YoY to [------] crore. Integrated Cement Plant at Jaitaran Rajasthan (3.65"
X Link 2026-02-06T14:00Z 11.9K followers, [---] engagements
"Tata Steel's Q3 FY26 results show robust performance from Indian operations with record production and deliveries alongside deleveraging and improved debt coverage ratios. Consolidated profitability was boosted by a one-time non-cash gain and European operations particularly the UK continue to be a drag. Strategic acquisitions for supply security are positive for future operations. Positive Factors Consolidated PAT attributable to owners increased 723.23% YoY to [-------] crore. Consolidated Basic EPS increased 730.77% YoY to [----]. Consolidated Operating EBITDA margin expanded [---] basis points"
X Link 2026-02-06T14:34Z 12K followers, [---] engagements
"Sanghvi Movers reported strong 9M revenue growth of 39.70% exceeding guidance driven by its core Crane Hiring segment. However consolidated profitability declined due to exceptional items a significant margin collapse in the Wind EPC segment and losses from international subsidiaries. Positive Factors 9M FY26 consolidated revenue growth was 39.70% YoY ahead of 25-30% full-year guidance. Standalone revenue grew 44.96% YoY to [------] Crores. Standalone PAT grew 77.45% YoY to [-----] Crores. Crane Hiring segment revenue surged 48.17% YoY to [------] Crores. Crane Hiring segment contribution to total"
X Link 2026-02-06T14:55Z 12K followers, [---] engagements
"Goldiam delivered robust Q3 FY26 results with PAT growing 37.4% YoY and 118.1% QoQ driven by strong sequential revenue growth and significant margin expansion. The strategic pivot to Lab-Grown Diamonds and aggressive expansion of the ORIGEM B2C brand position the company for continued growth despite a sequential decline in the order book. Positive Factors Consolidated Profit After Tax (PAT) grew 37.4% YoY to [-----] crores. Consolidated Revenue from Operations increased 14.3% YoY to [------] crores. Revenue and PAT grew 65.8% and 118.1% respectively on a QoQ basis. EBITDA grew 28.2% YoY to 90.80"
X Link 2026-02-07T13:35Z 12K followers, [---] engagements
"Earning Insights - Asia Pacific Ex JApan Result Summary: [---] companies (41% of MXAPJ cap) have reported CY4Q25 earnings are +40% yoy / +3% qoq so far; Actual CY2025 earnings are tracking at 101% of full-year consensus estimates Summary of 4Q/12M25 earnings results: Net profit growth (yoy and sequential) and CY25 actual as % of full-year estimates 4Q25 earnings surprises (vs. consensus) have been slightly below historical seasonality with 34% beats vs. 46% misses and a median surprise of -4% Taiwan and China have seen the most companies beating consensus Q4 expectations while Thailand and"
X Link 2026-02-08T01:03Z 12K followers, [----] engagements
"BOFA Asia tech stocks bubbly Asia Tech 4* as % of Taiwan/Korea/Hang Seng market cap https://twitter.com/i/web/status/2020309805018321246 https://twitter.com/i/web/status/2020309805018321246"
X Link 2026-02-08T01:32Z 12K followers, [---] engagements
"India On Nuclear Power India announced plans to achieve 100GW nuclear installed capacity by [----] from [--] GW operational capacity as of Mar25. Recently the Indian Parliament passed the new nuclear bill which supersedes the earlier laws. The three key points that stand-out in the bill are: Private sector participation: For the first time private sector has been clearly allowed to participate in nuclear operations via a licenseas owners/ operators of nuclear plants U-235 enrichment to the extent permissable import-export of nuclear fuel etc. A few activities have still been kept under central"
X Link 2026-02-08T01:39Z 12K followers, [----] engagements
"Foreign net flows into equities Weekly net foreign equity flow trends across Asia/EMs (USD mn) https://twitter.com/i/web/status/2020661957532246519 https://twitter.com/i/web/status/2020661957532246519"
X Link 2026-02-09T00:52Z 12K followers, [---] engagements
"BofAe Potential substitution of energy imports from Russia to US (US$bn) 100% substitution of Russian oil by US oil could translate into US$231bn of imports over five years https://twitter.com/i/web/status/2020683572294848727 https://twitter.com/i/web/status/2020683572294848727"
X Link 2026-02-09T02:18Z 12K followers, [---] engagements
"BOFA State Bank of India 3Q26 Accelerated growth with stable NIM; RoA at 1.2% Heat map key quarterly financial metrics https://twitter.com/i/web/status/2020691216858480837 https://twitter.com/i/web/status/2020691216858480837"
X Link 2026-02-09T02:48Z 12K followers, [---] engagements
"UBS Hindustan Aeronautics Ltd Weak-long term outlook; downgrade to Sell Valuation: Multiple challenges ahead; downgrade from Neutral to Sell HNAL's manufacturing business is trading at an implied market cap of Rs550bn (55x [--] month-forward earnings much higher than UBS's industrial coverage) Whats Priced In https://twitter.com/i/web/status/2020713864351084676 https://twitter.com/i/web/status/2020713864351084676"
X Link 2026-02-09T04:18Z 12.4K followers, [---] engagements
"UBS State Bank of India Beat led by other income and lower provisions Valuation: Maintain Neutral; raise PT to Rs1120 (from Rs1030) We maintain Neutral and raise our SOTP based PT to Rs1120 to incorporate EPS changes. We value core bank at Rs850 (implying 1.3x June 2027E P/BV); subs at Rs270. https://twitter.com/i/web/status/2020720564349136990 https://twitter.com/i/web/status/2020720564349136990"
X Link 2026-02-09T04:45Z 12K followers, [---] engagements
"Sourcing is everything. Jain has a global scavenger hunt running across [---] countries They import bulk scrap from the US Europe and South America bringing it to their massive facilities in Chennai. This global arbitrage allows them to keep the engines running even when domestic supply is tight. (3/10)"
X Link 2026-02-09T04:58Z 12K followers, [---] engagements
"In the metal world trust is currency. Their "JAIN 9998" Lead brand is registered with the London Metal Exchange (LME). This is the equivalent of a "blue tick" for quality allowing their products to be traded on global exchanges and command benchmark pricing. (4/10) https://twitter.com/i/web/status/2020723978873249960 https://twitter.com/i/web/status/2020723978873249960"
X Link 2026-02-09T04:58Z 12K followers, [---] engagements
"The Numbers are Explosive: Check this growth trajectory: FY25 Revenue: [----] Cr (Up 61% YoY) 3-Year CAGR: Over 50% Post-IPO status: Debt has been drastically reduced transforming a "geared" balance sheet into a lean growth-ready machine. (5/10) https://twitter.com/i/web/status/2020723981427650722 https://twitter.com/i/web/status/2020723981427650722"
X Link 2026-02-09T04:58Z 12K followers, [--] engagements
"The "EPR" (Extended Producer Responsibility) super-cycle starts in April [----]. New laws will force big manufacturers to prove they are recycling. As the biggest organized player Jain is the "default partner" for global brands looking to stay compliant. (9/10)"
X Link 2026-02-09T04:58Z 12K followers, [---] engagements
"Jain Resource Recycling is sitting at the intersection of the EV boom ESG mandates and Indias manufacturing push. With the Ahmedabad JV coming online and copper margins set to expand the "Circular Economy" has a new leader. #StockMarketIndia #Investing #JainResource #GreenEnergy #CircularEconomy (10/10) https://twitter.com/i/web/status/2020723994077626802 https://twitter.com/i/web/status/2020723994077626802"
X Link 2026-02-09T04:58Z 12K followers, [---] engagements
"LOTUSDEV reported robust Q3 FY26 results with 92.75% YoY revenue growth and a sharp recovery in EBITDA margins to 35.46% aligning with guidance. PAT margin of 31.35% exceeded the guided range. However delays in IPO proceeds utilization and an ambitious Q4 revenue target present execution challenges. Positive Factors Consolidated revenue from operations grew 92.75% YoY to [-------] million. Consolidated revenue from operations grew 27.21% QoQ to [-------] million. EBITDA margin recovered to 35.46% in Q3 FY26 from 28.63% in Q2 FY26. PAT margin of 31.35% exceeded the guided range of 25-30%. PAT grew"
X Link 2026-02-09T07:31Z 12K followers, [---] engagements
"Jyothy Labs reported mixed Q3 FY26 results with 5.1% YoY revenue growth accelerating from prior quarters but profitability declined due to input costs and an unfavorable inventory adjustment. A key positive is the Household Insecticides segment's turnaround to near breakeven significantly ahead of its 4-6 quarter plan demonstrating strong execution in a challenging environment. However EBITDA margins missed management's guidance and the Dishwashing segment continued to struggle. Positive Factors Revenue from operations grew 5.1% YoY to [-----] lacs accelerating from 0.4% in Q2 FY26 and 0.9% in"
X Link 2026-02-09T07:55Z 12K followers, [---] engagements
"KPRMILL's Q3 FY26 consolidated results showed a 4.04% YoY revenue decline with PAT growing 3.14% largely due to inventory capitalization. However the standalone textile business demonstrated healthy revenue growth of 6.60% YoY and PAT growth of 3.65% YoY indicating resilience in core operations. The sugar segment faced significant revenue decline but improved profitability through cost management. Positive Factors Consolidated PAT grew 3.14% YoY to [-----] Lakhs. Consolidated EBITDA margin improved to 20.07% from 19.76% YoY and 19.25% QoQ. Standalone revenue grew 6.60% YoY to [------] Lakhs."
X Link 2026-02-09T08:14Z 12K followers, [---] engagements
"Venky's reported a significant operational turnaround in Q3 FY26 swinging to a profit of [-----] Crores from a loss in the previous quarter driven by a 19.89% QoQ revenue growth and a [----] bps QoQ EBITDA margin expansion. The core Poultry segment's strong recovery and improved realizations validate management's guidance for a better H2 FY26 signaling a major positive inflection for the company. Positive Factors Revenue from operations grew 19.89% QoQ to [-----] Lakhs. Company swung to a profit before tax of [----] Lakhs from a loss of [----] Lakhs in Q2 FY26. Profit after tax was [----] Lakhs up"
X Link 2026-02-09T10:00Z 12.1K followers, [---] engagements
"EMIL's Q3 FY26 showed operational recovery with 21.92% QoQ revenue growth and EBITDA margin expansion to 6.13% meeting full-year guidance. Net profit declined 11.52% YoY due to increased finance costs depreciation and an exceptional charge indicating mixed financial performance. Positive Factors Revenue from operations grew 21.92% QoQ to [--------] million reflecting demand recovery. EBITDA margin expanded to 6.13% in Q3 FY26 from 5.13% in Q2 FY26 and 5.63% in Q3 FY25 achieving full-year guidance of 6%. Gross Margin improved to 14.32% in Q3 FY26 from 14.07% in Q2 FY26 and 14.27% in Q3 FY25"
X Link 2026-02-09T10:26Z 12.1K followers, [---] engagements
"Suprajit's Q3 FY26 results show strong standalone performance but consolidated profitability collapsed due to severe margin contraction and challenges in turning around acquired SCS assets. Consolidated EBITDA margin significantly missed guidance leading to a substantial PAT decline. The immediate outlook is clouded by execution issues and margin pressures from overseas subsidiaries. Positive Factors Consolidated revenue grew 17.72% YoY to INR [-------] million. Standalone revenue grew 8.26% YoY to INR [-------] million outperforming the underlying automotive industry growth. Standalone EBITDA"
X Link 2026-02-09T10:55Z 12.1K followers, [---] engagements
"CEIGALL reported mixed Q3 FY26 results with strong 19.34% YoY revenue growth exceeding management's required run-rate and a strategic asset monetization deal of Rs. [---] crores. However profitability faced pressure with consolidated EBITDA margins contracting to 14.04% and missing guidance alongside a reported loss in the Annuity Projects segment and a governance issue concerning fraudulent purchases. Positive Factors Revenue from operations grew 19.34% YoY to [-------] million exceeding the 17-18% run-rate required for H2 to meet full-year guidance. Annuity Projects segment revenue increased"
X Link 2026-02-09T11:55Z 12.1K followers, [---] engagements
"Apollo's Q3 FY26 results show 70.0% YoY consolidated revenue growth driven by the IDL acquisition but with a [---] bps contraction in EBITDA margin. While the standalone business delivered healthy 35.3% YoY revenue growth and [---] bps margin expansion auditor concerns regarding subsidiaries' 'going concern' status introduce significant risk for future performance. Positive Factors Consolidated Revenue from Operations grew by 70.0% to [------] crores YoY. Standalone Revenue from Operations grew by 35.3% to [------] crores YoY. Standalone EBITDA increased by 44.9% to [-----] crores YoY. Standalone"
X Link 2026-02-09T14:50Z 12.1K followers, [---] engagements
"Mold-Tek Packaging reported modest Q3 FY26 revenue growth but strong 9M performance driven by a [---] bps EBITDA margin expansion and exceptional 190% volume growth in the Pharma segment. Strategic initiatives like MoUs with Vibe Generation and Swiggy along with operational consolidation position the company for future growth despite current volume trailing full-year guidance. Positive Factors Q3 FY26 EBITDA margin improved to 19.49% from 17.82% in Q3 FY25 an increase of [---] bps. 9M FY26 PAT grew 17.95% YoY to [-------] lakhs. Pharma-Pack segment volume grew 190% YoY in Q3. Food & FMCG segment"
X Link 2026-02-09T15:30Z 12.1K followers, [---] engagements
"BOFA Indian renewable energy bonds offer value versus Indian NBFCs and Macau Gaming peers Indian renewables Indian NBFCs and Macau Gaming: Yield and duration to worst https://twitter.com/i/web/status/2021020965334093934 https://twitter.com/i/web/status/2021020965334093934"
X Link 2026-02-10T00:38Z 12.1K followers, [---] engagements
"Nomura India Consumer Durables Peer valuation https://twitter.com/i/web/status/2021024472657166598 https://twitter.com/i/web/status/2021024472657166598"
X Link 2026-02-10T00:52Z 12.1K followers, [---] engagements
"UBS Global end use demand by sector https://twitter.com/i/web/status/2021025329025003858 https://twitter.com/i/web/status/2021025329025003858"
X Link 2026-02-10T00:56Z 12.1K followers, [---] engagements
"Max India has undergone a massive pivot. Once a broad conglomerate its now a pure-play bet on senior care via its brand Antara. Theyve built a "Continuum of Care" model covering everything from active retirement living to specialized memory care. (3/10)"
X Link 2026-02-10T04:46Z 12.1K followers, [---] engagements
"The Business Flywheel: [--]. Luxury Senior Living (Upfront real estate cash) [--]. Assisted Care (Sticky recurring service revenue) [--]. AGEasy (High-margin wellness products) They capture the customer at age [--] and provide value for the next 30+ years. (4/10) https://twitter.com/i/web/status/2021083419225227600 https://twitter.com/i/web/status/2021083419225227600"
X Link 2026-02-10T04:46Z 12K followers, [--] engagements
"The footprint is growing fast. They recently launched an 80-bed care home in Bengaluru bringing their total to [---] beds. The "Plan 2030" is ambitious: targeting [----] beds and developing [---] million sq. ft. of senior living space every single year. (7/10)"
X Link 2026-02-10T04:46Z 12.1K followers, [--] engagements
"In a world of high interest rates Max India is "Virtually Debt-Free." With a strong treasury and high promoter "skin in the game" (50% holding) they have the financial stamina to weather the long gestation periods of real estate. (8/10) https://twitter.com/i/web/status/2021083428683407396 https://twitter.com/i/web/status/2021083428683407396"
X Link 2026-02-10T04:46Z 12.1K followers, [--] engagements
"Its not all smooth sailing. Senior care is a "service-first" business where quality manpower is hard to find. However the Max Group's 40-year pedigree in healthcare gives them a massive institutional advantage in "Trust" and "Governance." (9/10)"
X Link 2026-02-10T04:46Z 12.1K followers, [---] engagements
"Max India is a classic "Turnaround-to-Growth" play. It often trades near its book value but sits on a demographic goldmine. For long-term investors its the primary listed vehicle to play the inevitable aging of India. #Stock #Growth #India #Economy (10/10) https://twitter.com/i/web/status/2021083433838182648 https://twitter.com/i/web/status/2021083433838182648"
X Link 2026-02-10T04:46Z 12.1K followers, [---] engagements
"Edelweiss reported a consolidated net profit of [------] crores up 112.14% YoY primarily due to one-off gains from asset management stake sale and reclassification. However underlying core operations incurred a substantial loss and the balance sheet deteriorated with a 9.44% decline in Net Worth and increased Debt-to-Equity ratio. Positive Factors Consolidated net profit attributable to owners increased 112.14% YoY to [------] crores. Pre-tax realized gain of [---] crores from asset management stake sale. Pre-tax unrealized gain of [----] crores from reclassifying asset management entities."
X Link 2026-02-10T08:30Z 12.1K followers, [---] engagements
"Kiri Industries reported a transformational quarter driven by a [-------] Crores exceptional gain from the DyStar stake sale fundamentally reshaping its balance sheet and enabling a strategic pivot into new greenfield Copper and Fertilizer projects. However the core Dyes and Chemicals business remains exceptionally weak marked by significant operating losses and a [----] bps YoY contraction in standalone material margins. The company's future hinges on the successful execution of its ambitious new capital deployment strategy with no immediate shareholder payouts planned. Positive Factors Received"
X Link 2026-02-10T09:25Z 12.1K followers, [---] engagements
"Samvardhana Motherson reported strong Q3 FY26 results with 13.53% YoY revenue growth and 16.51% YoY net profit growth. The Modules and Polymer Products segment showed a remarkable margin inflection due to successful European restructuring while Emerging Businesses delivered 56.61% YoY revenue growth highlighting effective diversification and execution. Positive Factors Consolidated Total Revenue from Operations grew 13.53% YoY to [--------] Crores. Net Profit attributable to Owners grew 16.51% YoY to [-------] Crores. Modules and Polymer Products segment EBITDA margin expanded to 9.38% from 7.40%"
X Link 2026-02-10T10:08Z 12.1K followers, [---] engagements
"Jyoti CNC Automation reported strong Q3 FY26 consolidated revenue growth of 28.12% YoY with EBITDA margins expanding to 26.84% surpassing management's guidance of 25%. The standalone business delivered exceptional performance driving overall profitability while foreign subsidiaries continue to incur losses. The operational Huron expansion is contributing to topline signaling future growth but its profitability remains a key monitorable. Positive Factors Consolidated Revenue from Operations grew 28.12% YoY to [------] Cr. Consolidated EBITDA margin expanded to 26.84% surpassing management's"
X Link 2026-02-10T10:40Z 12.1K followers, [---] engagements
"Asset-Light is King 👑 Traditional finance is "capital-heavy" you lend your own money and pray for repayment. Edelweiss has shifted to an "Asset-Light" model. Now they earn fees and commissions by managing other peoples money. Less risk more recurring income. (2/10)"
X Link 2026-02-10T10:47Z 12.1K followers, [---] engagements
"The biggest red flag for Edelweiss used to be its debt. Peak Debt: [-----] Cr Current Net Debt: [-----] Cr Theyve slashed debt by nearly 80% aiming for near-zero corporate debt in the next [--] years. Thats a massive weight off the balance sheet. (3/10) https://twitter.com/i/web/status/2021174267900199185 https://twitter.com/i/web/status/2021174267900199185"
X Link 2026-02-10T10:47Z 12.2K followers, [---] engagements
"Asset Management 💰 Where is the money coming from Mutual Funds: Managing over [----] Lakh Cr. Alternatives (EAAA): A market leader with [-----] Cr AUM. 90% of their net profit now comes from these high-margin fee-based "Franchise" businesses. (4/10)"
X Link 2026-02-10T10:47Z 12.1K followers, [--] engagements
"Mark your calendars: April [----]. Edelweiss plans to IPO its Alternative Asset Management business (EAAA). This is expected to unlock massive value for shareholders and provide a fresh cash injection of [----] Cr. (5/10) https://twitter.com/i/web/status/2021174273562509350 https://twitter.com/i/web/status/2021174273562509350"
X Link 2026-02-10T10:47Z 12.1K followers, [--] engagements
"The Insurance Story: Their Life and General Insurance units have historically eaten into profits. The good news: Both are on track to break even by FY27. Once they stop losing money the consolidated bottom line gets an automatic boost. (7/10)"
X Link 2026-02-10T10:47Z 12.1K followers, [--] engagements
"12 Million Customers The customer base grew 31% last year alone. How By going digital and focusing on "Retailization." 74% of their home loans are now in non-metro cities tapping into the "Bharat" growth story that big banks often miss. (8/10) https://twitter.com/i/web/status/2021174282491937122 https://twitter.com/i/web/status/2021174282491937122"
X Link 2026-02-10T10:47Z 12.1K followers, [--] engagements
"Power Move: The Nuvama Stake Sale 💸 In late [----] Edelweiss sold a 13% stake in Nuvama Wealth for [----] Cr. This wasnt just a sale; it was a strategic move to shore up liquidity and prove they can monetize their subsidiary "bets" at high valuations. (9/10)"
X Link 2026-02-10T10:47Z 12.1K followers, [---] engagements
"Edelweiss is transforming from a risky NBFC into a diversified Investment Company. With a 22x P/E and a 1.4% dividend yield the story is now about execution. If the EAAA IPO and Insurance turnaround hit the "Sum-of-the-Parts" value could be huge. 📈 #Investing #StockMarketIndia #Edelweiss #WealthManagement #FinanceThread (10/10) https://twitter.com/i/web/status/2021174288502726674 https://twitter.com/i/web/status/2021174288502726674"
X Link 2026-02-10T10:47Z 12.1K followers, [---] engagements
"Morepen Laboratories reported strong sequential revenue growth of 23.83% and met its FY26 revenue guidance with 13.5% YoY growth. Standalone EBITDA margins improved by [---] bps YoY to 9.16%. However YoY profit growth was significantly supported by a favorable inventory accounting adjustment and the company faced persistent raw material cost pressures and increased finance and depreciation costs from recent expansions. Positive Factors Standalone revenue grew 13.5% YoY to [--------] Lakhs. Standalone revenue growth of 13.5% YoY met management's FY26 guidance of 10-15%. Standalone revenue grew"
X Link 2026-02-10T11:10Z 12.1K followers, [---] engagements
"Wockhardt reported a Q3 FY26 turnaround with 23.16% YoY revenue growth 205.00% YoY PAT growth and [---] bps EBITDA margin expansion. The strategic exit from the US generics market to focus on its innovative antibiotic pipeline coupled with debt reduction positions the company for future high-margin growth. Positive Factors Revenue from operations grew 23.16% YoY to [---] Crore. Profit After Tax (PAT) grew 205.00% YoY to [--] Crore. Basic EPS grew 296.70% YoY to [----]. EBITDA margin expanded [---] basis points YoY to 19.93%. Finance costs for 9M FY26 declined 20.87% YoY to [---] Crore. Standalone entity"
X Link 2026-02-10T11:30Z 12.1K followers, [---] engagements
"ARIHANTSUP Q3 FY26 was challenging for Arihant Superstructures marked by a 16.40% year-over-year revenue decline and a 67.51% drop in PAT. Escalating finance costs surging 94.28% year-over-year severely eroded profitability and highlight high financial leverage risk. The board's decision not to proceed with a stock split adds to the negative sentiment. Positive Factors Revenue from operations increased 2.76% sequentially to [--------] lakhs. Revenue for 9M FY26 grew 6.74% to [--------] lakhs. Other income grew 47.48% year-over-year in Q3 FY26. Other expenses fell 37.42% year-over-year in Q3 FY26."
X Link 2026-02-10T12:22Z 12.2K followers, [---] engagements
"Escorts Kubota delivered a very positive Q3 FY26 with 11.28% consolidated revenue growth and 24.46% PAT increase beating its full-year EBITDA margin guidance. The Agri Machinery segment showed a [---] bps EBIT margin expansion while the Construction Equipment segment demonstrated a sequential recovery. Strategic moves include a [--] special dividend and a greenfield expansion project funded by internal accruals signaling strong future growth and shareholder returns. Positive Factors Consolidated revenue grew 11.28% YoY to [-------] crores. Operating EBITDA margin for Q3 FY26 was 13.25% above the"
X Link 2026-02-10T12:45Z 12.1K followers, [---] engagements
"Jubilant FoodWorks reported strong YoY profit growth driven by a 22.41% decline in finance costs. However the quarter saw a deceleration in consolidated revenue growth to 13.32% YoY missing management's 15% target and a [---] bps QoQ contraction in consolidated EBITDA margins alongside a moderation in Domino's India LFL growth to 5.0%. Positive Factors Consolidated PBT (before exceptional items) grew 91.47% YoY to [-------] million. Consolidated Profit from Continuing Operations grew 46.85% YoY to [------] million. Consolidated finance costs declined 22.41% YoY to [-------] million. Standalone EBITDA"
X Link 2026-02-10T14:04Z 12.2K followers, [---] engagements
"Eicher Motors delivered strong Q3 FY26 results with 22.94% YoY revenue growth and a notable [--] bps sequential improvement in consolidated EBITDA margin to 25.46%. The VECV joint venture also contributed significantly with 35.60% QoQ profit growth highlighting effective operational management and leverage. Positive Factors Consolidated revenue grew 22.94% YoY to [-------] Crores. Consolidated PAT grew 21.37% YoY to [-------] Crores. Consolidated EBITDA margin improved sequentially to 25.46% in Q3 FY26 from 24.50% in Q2 FY26. Share of profit from Joint Venture (VECV) grew 35.60% QoQ to 182.94"
X Link 2026-02-10T15:00Z 12.1K followers, [---] engagements
"Britannia delivered a strong Q3 FY26 with 17.15% YoY PAT growth and a significant [---] basis points YoY EBITDA margin expansion reaching an adjusted 20.64% which surpassed management's 16% guidance. This performance marked by accelerated revenue growth and robust cost control indicates superior execution under the new CEO. The company's strong underlying profitability and operational efficiency position it favorably for future performance. Positive Factors Total Revenue from Operations grew 8.21% YoY to [-------] crores. Adjusted EBITDA margin reached 20.64% surpassing management's 16% guidance."
X Link 2026-02-10T16:40Z 12.1K followers, [---] engagements
"BOFA Eicher Motors Margin comeback & capacity step up as growth gets in top gear. Reit Buy Eicher Motors: Unit metrics for RE (consolidated) Managements focus remains on growing absolute earnings and expanding the category with the strategy pivot. Co. intends to fortify its brand through market activation for required products. Expect margin / per bile profitability to improve gradually https://twitter.com/i/web/status/2021392182532505936 https://twitter.com/i/web/status/2021392182532505936"
X Link 2026-02-11T01:13Z 12.4K followers, [---] engagements
"India Insights Bernstein Upstream dependencies for #semiconductor OSAT and fabrication plants with Indian companies operating in that route BOFA MSCI India premium to EM World MSCI India http://x.com/i/article/2021033174621683712 http://x.com/i/article/2021033174621683712"
X Link 2026-02-11T01:45Z 12.4K followers, [----] engagements
"B.L. Kashyap and Sons Ltd. reported a strong Q3 FY26 swinging to a profit of [-----] Crores from a prior quarter loss driven by a [---] bps EBITDA margin expansion to 8.91% and 33.91% YoY revenue growth. The company secured [----] Crores in new orders bolstering future revenue visibility and demonstrating strong project-winning capabilities. Positive Factors PAT was [-------] Lakhs a turnaround from a loss of (861.74) Lakhs in Q2 FY26. EBITDA margin expanded to 8.91% in Q3 FY26 from 5.76% in Q2 FY26. Revenue from operations grew 33.91% YoY to [--------] Lakhs. Basic EPS was [----] a turnaround from"
X Link 2026-02-11T08:35Z 12.4K followers, [---] engagements
"Ashok Leyland delivered a very strong operational Q3 FY26 with record revenues and market-beating volume growth leading to significant operating margin expansion and a substantial improvement in its net cash position. Despite a one-time exceptional charge impacting reported net profit and rising impairment losses in its financial services arm the core CV business demonstrated superior execution and strong operating leverage. The company is well-positioned to capitalize on favorable market conditions and its strategic initiatives. Positive Factors Consolidated Revenue from Operations grew"
X Link 2026-02-11T09:00Z 12.3K followers, [---] engagements
"Avanti Feeds reported mixed Q3 FY26 results with modest 1.31% YoY revenue growth but strong 20.61% YoY PBT growth driven by a stellar 228.00% YoY profit increase in the Processed Shrimp segment. This growth was partially offset by a 9.28% YoY decline in the core Shrimp Feed business and a significant increase in other expenses likely due to US CVD. Positive Factors Consolidated PBT from continuing operations grew 20.61% YoY to [--------] lakhs. Net Profit attributable to owners grew 10.48% YoY to [--------] lakhs. EBITDA margin expanded by [--] basis points to 12.70% from 11.75% YoY. Processed"
X Link 2026-02-11T09:48Z 12.4K followers, [---] engagements
"Surya Roshni Ltd. reported a mixed Q3 FY26 with modest 3.2% YoY revenue growth but an 11.4% YoY PAT decline due to higher expenses and inventory changes. However the company showed a QoQ recovery with 4.5% revenue growth and 7.4% PAT growth alongside a [---] bps QoQ EBITDA margin improvement. Secured orders for the steel pipes business provide future revenue visibility indicating potential near-term catalysts despite current profitability pressures. Positive Factors Revenue from operations grew 3.2% YoY to [------] lakhs. Revenue grew 4.5% QoQ indicating a recovery from the preceding quarter. PAT"
X Link 2026-02-11T10:40Z 12.4K followers, [---] engagements
"SJVN reported 61.3% YoY revenue growth and 50.6% YoY PAT growth driven by the commissioning of [----] MW Bikaner Solar and [---] MW Buxar Thermal projects. However the Debt Service Coverage Ratio deteriorated to 0.81x indicating challenges in covering debt obligations and the Debt-Equity ratio rose to 2.07x. Positive Factors Revenue from Operations increased 61.3% YoY to [-------] crore. Profit After Tax grew 50.6% YoY to [------] crore. Commercial operation achieved for [----] MW Bikaner Solar Power Project. Commercial operation achieved for Unit-1 (660 MW) of Buxar Thermal Power Project. EBITDA grew"
X Link 2026-02-11T11:28Z 12.3K followers, [---] engagements
"Advait delivered exceptionally strong Q3 FY26 results with consolidated revenue surging 114.43% YoY and 9M revenue already far exceeding full-year guidance. The New & Renewable Energy segment emerged as a primary growth driver while the core Power Transitions segment demonstrated superior profitability exceeding its guided margin range. This performance highlights robust execution and strong operational leverage positioning the company for continued growth. Positive Factors Consolidated revenue grew 114.43% YoY to [------] Cr. 9M FY26 revenue of [------] Cr exceeded full-year growth guidance of"
X Link 2026-02-11T11:55Z 12.4K followers, [---] engagements
"Capacit'e reported strong operational performance with 14.38% revenue growth and 72bps operating EBITDA margin expansion. However a significant 87.22% decline in JV profits led to a 3.84% PAT decrease and recurring auditor concerns on receivables pose a risk. The company needs a substantial Q4 ramp-up to meet full-year revenue guidance. Positive Factors Revenue from operations grew by 14.38% YoY to [--------] lakhs. Operating EBITDA increased by 19.82% YoY to [--------] lakhs. Operating EBITDA margin expanded by [--] basis points to 16.02% YoY. EBITDA margin (including other income) of 16.66% is"
X Link 2026-02-11T12:22Z 12.4K followers, [---] engagements
"Batliboi reported a mixed Q3 FY26 with strong YoY revenue growth but a sharp QoQ decline in profitability and margins exacerbated by an exceptional charge. The company is significantly lagging its profit growth guidance and standalone performance indicates severe execution challenges and potential demand deterioration. Positive Factors Consolidated revenue grew 30.13% YoY to Rs. [--------] Lakhs. Consolidated PBT before exceptional items grew 467.70% YoY to Rs. [------] Lakhs. Consolidated EPS before exceptional item turned positive YoY from (0.11) to [----]. Attributable to Non-Controlling"
X Link 2026-02-11T13:10Z 12.4K followers, [---] engagements
"GS Global and non-US/international funds are still underweight EM equities"
X Link 2026-02-11T13:27Z 12.4K followers, [---] engagements
"Fiem Industries reported strong Q3 FY26 results with revenue growing 16.35% YoY within guidance and PAT increasing 34.78% YoY. Operational efficiency improved with EBITDA margins expanding [---] bps YoY to 14.16% driven by better cost of materials management. The company demonstrated good execution by delivering within its revenue and margin guidance supported by a debt-free balance sheet. Positive Factors Revenue from operations grew 16.35% YoY to [--------] lakhs. Profit after Tax (PAT) increased 34.78% YoY to [-------] lakhs. EBITDA margin improved [---] bps YoY to 14.16%. PAT margin improved 124"
X Link 2026-02-11T13:50Z 12.3K followers, [---] engagements
"Garware Technical Fibres delivered a strong Q3 FY26 reversing H1's negative trend with 11.31% QoQ revenue growth and 75.76% QoQ PAT growth. This turnaround was driven by successful acquisition integration and a significant [---] bps QoQ EBITDA margin expansion demonstrating superior execution and cost management. While 9M performance remains a concern the quarter signals a clear positive inflection. Positive Factors Consolidated Revenue from Operations grew 10.42% YoY and 11.31% QoQ to [--------] lakhs. Consolidated PAT increased 17.69% YoY and 75.76% QoQ to [-------] lakhs. Consolidated EBITDA"
X Link 2026-02-11T14:18Z 12.4K followers, [---] engagements
"Jupiter Wagons Limited reported a mixed Q3 FY26 showing a 13.3% QoQ revenue growth and a 35.3% QoQ PAT rebound signaling an operational turnaround. However revenue declined 13.5% YoY and the 12.66% EBITDA margin was below the 14-15% guidance making the full-year revenue target of [----] Crores appear extremely difficult to achieve. Positive Factors Revenue grew 13.3% QoQ to [--------] lakhs (890.36 Crores). PAT (attributable to owners) rebounded 35.3% QoQ to [-------] lakhs (62.99 Crores). Profit before tax grew 27.9% QoQ to [-------] lakhs (86.83 Crores). Cost of materials as a percentage of revenue"
X Link 2026-02-11T14:45Z 12.1K followers, [---] engagements
"Talbros Automotive Components Ltd. reported a strong profitability beat in Q3 FY26 with EBITDA margin of 18.61% exceeding management guidance. Net profit grew 17.73% QoQ significantly boosted by robust joint venture performance. Strategic initiatives like a planned leadership transition and investment in captive solar power position the company for long-term operational efficiency and growth despite muted revenue. Positive Factors EBITDA margin was 18.61% exceeding management guidance of 16.5%-17%. Net profit grew 17.73% QoQ to [-------] lacs. Share in profit of joint ventures grew 26.77% QoQ"
X Link 2026-02-11T15:00Z 12.4K followers, [---] engagements
"Alpine Macro U.S. And China Drive Record Orbital Launch Space Assets: Critical Links For AI Connectivity Follow us for more insights like this . https://t.co/SeHXBQdKbn https://t.co/SeHXBQdKbn"
X Link 2026-02-11T15:34Z 12.4K followers, [---] engagements
"Valor Estate Ltd. reported a significant turnaround in Q3 FY26 with revenue surging 141.40% YoY and EPS growing 1337.50% YoY driven by a one-time project revenue recognition and a shift from loss to profit. The completion of the hospitality business demerger further solidifies its position as a pure-play real estate entity despite a substantial impairment charge. Positive Factors Consolidated revenue from operations increased 286.68% QoQ to Rs. [--------] lakhs. Consolidated revenue from operations increased 141.40% YoY to Rs. [--------] lakhs. Company reported a Profit After Tax of Rs. 6223.82"
X Link 2026-02-11T15:45Z 12.4K followers, [---] engagements
"Patanjali Foods reported its highest-ever quarterly revenue driven by 38.93% YoY growth in the FMCG segment which became the primary profit contributor. However consolidated EBITDA declined 15.39% YoY due to a 57.94% fall in Edible Oils profitability from volatile raw material costs. The reported PAT was inflated by a one-time tax credit masking underlying operational challenges. Positive Factors Highest-ever quarterly revenue from operations at [--------] Crores. Consolidated revenue grew 16.53% YoY and 7.23% QoQ. FMCG segment revenue grew 38.93% YoY to [-------] Crores. FMCG segment profit"
X Link 2026-02-11T16:05Z 12.4K followers, [---] engagements
"Elgi Equipments reported robust 18.4% YoY consolidated revenue growth and 18.1% YoY PAT growth driven by strong performance in the Air Compressors segment. The company demonstrated operating leverage and efficient cost management though adjusted EBITDA margins remained slightly below long-term guidance. A one-time exceptional charge of [---] million related to new Labour Codes impacted reported profitability. Positive Factors Consolidated Revenue from Operations grew 18.4% YoY to [-----] million. Consolidated Profit Before Share of JV exceptional items & tax grew 30.8% YoY to [----] million."
X Link 2026-02-11T16:20Z 12.4K followers, [---] engagements
"Godrej Industries reported healthy consolidated top-line and operational profit growth driven by strong performance in Finance Veg Oils and Crop Protection alongside a 55% YoY increase in Real Estate booking value. However margin pressure in Chemicals and Dairy coupled with increased leverage are key monitorables for future performance. Positive Factors Consolidated Total Income grew 10.7% YoY to [-------] crore. Consolidated EBITDA grew 27.3% YoY to [------] crore. Finance and Investments segment revenue grew 49.7% YoY and PBIT surged 184.3% YoY. Crop Protection segment revenue grew 34.4% YoY"
X Link 2026-02-11T16:29Z 12.3K followers, [---] engagements
"IRCON reported a 15.97% YoY net profit growth in Q3 FY26 driven by a [---] bps EBITDA margin expansion and a 231.34% surge in joint venture profits despite an 18.90% YoY revenue decline. While Q3 PAT margin was below guidance the 9M PAT margin of 6.45% remains within the 6-7% full-year target indicating effective cost management and a potential recovery in execution. Positive Factors Consolidated EBITDA grew 30.76% YoY to [------] Cr. EBITDA margin expanded [---] bps YoY to 8.59%. Share of profit from Joint Ventures surged 231.34% YoY to [-----] Cr. Net profit grew 15.97% YoY to [-----] Cr. Domestic"
X Link 2026-02-11T16:54Z 12.4K followers, [---] engagements
"citi Traditional Prescription Eyeglasses Supply Chain"
X Link 2026-02-12T00:30Z 12.4K followers, [---] engagements
"HSBC Delhivery (DELHIVER IN) Downgrade to Hold: Time to take a breather https://twitter.com/i/web/status/2021753082129125379 https://twitter.com/i/web/status/2021753082129125379"
X Link 2026-02-12T01:07Z 12.4K followers, [---] engagements
"RT @exencial_RP: Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors"
X Link 2026-02-12T01:17Z 12.2K followers, [--] engagements
"India Insights citi Markups for Frames and Lenses in India Nomura Company/sector raw material price trends crisil Dense fog severe and prolonged cold waves in North India increased http://x.com/i/article/2021400841195073536 http://x.com/i/article/2021400841195073536"
X Link 2026-02-12T01:35Z 12.4K followers, [---] engagements
"citi #lenskart Solutions (LENS.NS) Clear Vision Fair Value Initiate at Neutral Investment Thesis Illustrative store economics for matured Lenskart store"
X Link 2026-02-12T02:00Z 12.4K followers, [----] engagements
"Indias approved semiconductor plants along with capacity and location Fabrication units are highlighted in blue. Rest are OSAT/ATMP. Most facilities are expected to be operational by 2027-28 Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors supply chain INDIAS LATE MOVER WOES https://t.co/2hIbja12Ri Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors supply chain INDIAS LATE MOVER WOES https://t.co/2hIbja12Ri"
X Link 2026-02-12T02:01Z 12.4K followers, [----] engagements
"BOFA Ashok Leyland Margins steady CV cycle turning Q3FY26 Review https://twitter.com/i/web/status/2021785327606935731 https://twitter.com/i/web/status/2021785327606935731"
X Link 2026-02-12T03:15Z 12.4K followers, [---] engagements
"🧵Imagine owning a digital "twin" of every major city in India. Not just a flat map but a high-fidelity 3D replica. While most investors are chasing standard IT Genesys International is building the "Spatial Operating System" for the entire country. The Digital Architect of New India: A Genesys Deep-Dive (1/10) https://twitter.com/i/web/status/2021815724105511034 https://twitter.com/i/web/status/2021815724105511034"
X Link 2026-02-12T05:16Z 12.4K followers, [---] engagements
"Genesys is "flipping the script" on its business model. Theyre moving from one-time projects to "Content-as-a-Service." Translation: They capture the data once and license it to multiple clients forever. This is where massive profit margins are born. (2/10)"
X Link 2026-02-12T05:16Z 12.4K followers, [---] engagements
"Meet the "India Map Stack." This proprietary tech creates 3D Digital Twins for cities like Mumbai Jaipur and Ayodhya. Its the "invisible infrastructure" needed for 5G tower placement smart city planning and even flood management. (3/10) https://twitter.com/i/web/status/2021815730241696185 https://twitter.com/i/web/status/2021815730241696185"
X Link 2026-02-12T05:16Z 12.4K followers, [---] engagements
"They arent just looking up theyre looking down. Genesys recently bagged a contract for subsurface mapping at [--] Adani-operated airports. Mapping buried gas lines and fiber optics is a high-tech high-barrier-to-entry niche with zero room for error. (6/10)"
X Link 2026-02-12T05:16Z 12.4K followers, [--] engagements
"Beyond India the world is the stage. Genesys is a key player in Saudi Arabias "Vision 2030." From the futuristic city of NEOM to urban planning in Mecca they are exporting Indian spatial intelligence to the world's most ambitious projects. (7/10) https://twitter.com/i/web/status/2021815741688005095 https://twitter.com/i/web/status/2021815741688005095"
X Link 2026-02-12T05:16Z 12.4K followers, [--] engagements
"KERNEX reported strong Q3 FY26 revenue growth of 97.23% YoY driven by order book execution but profitability declined due to escalating finance and project execution costs. The company's [----] Crores order book provides significant future revenue visibility though margin protection and cost management remain key challenges. Positive Factors Consolidated Revenue from operations grew 97.23% YoY to [-------] lakhs. Consolidated Revenue from operations grew 54.08% QoQ to [-------] lakhs. Outstanding order book of [----] Crores provides strong revenue visibility. EBITDA grew 95.78% YoY to [-------] lakhs."
X Link 2026-02-12T06:19Z 12.4K followers, [---] engagements
"HAL demonstrated strong operational momentum in Q3 FY26 with 10.66% YoY revenue growth and 29.65% YoY PAT growth supported by efficient execution and an [--] bps QoQ EBITDA margin expansion. Key alpha signals include a new [----] Crore helicopter contract strategic JV rationalization and a robust order book extending to FY32-33 indicating sustained competitive advantage and future growth. Positive Factors Revenue from operations grew 10.66% YoY to [------] Lakhs. Net Profit After Tax (PAT) grew 29.65% YoY to [------] Lakhs. Basic EPS grew 29.63% YoY to [-----]. EBITDA margin expanded [--] bps QoQ to"
X Link 2026-02-12T08:06Z 12.4K followers, [---] engagements
"Bernstein India Quant Strategy: Where is investor crowding What is being ignored Industry ownership could be effective crowding signals for many industries (Specialty Finance Metals& Mining Steel etc.) but also serve as alpha signals for certain industries (Industrial Products Technology). https://twitter.com/i/web/status/2021860923653468470 https://twitter.com/i/web/status/2021860923653468470"
X Link 2026-02-12T08:16Z 12.4K followers, [----] engagements
"Bharat Forge's Q3 FY26 results show consolidated revenue growth of 24.96% YoY driven by the Defence segment's 102.37% YoY revenue growth and a new [-----] million order. This strategic pivot to defence and India-centric markets is yielding results offsetting weakness in standalone export businesses and some margin compression. Positive Factors Consolidated Revenue grew 24.96% YoY to [--------] million. Defence Segment Revenue grew 102.37% YoY to [-------] million. Defence Segment Profit grew 268.16% QoQ to [------] million. Secured [-----] million small arms contract from Ministry of Defence."
X Link 2026-02-12T08:29Z 12.4K followers, [---] engagements
"KMEW delivered a remarkable Q3 FY26 with consolidated revenue growing 56.25% YoY and PAT surging 110.55% YoY driven by robust domestic dredging and the newly integrated shipbuilding segment. The company surpassed its EBITDA margin guidance of 40% and benefited from a significantly lower effective tax rate of 4.94% due to the Tonnage Tax Scheme enhancing net profitability. Positive Factors Consolidated revenue grew 56.25% YoY to [-----] crores. Consolidated PAT surged 110.55% YoY to [-----] crores. Consolidated EBITDA margin of 42.82% surpassed management's guidance of 40%. Effective tax rate was"
X Link 2026-02-12T08:55Z 12.4K followers, [---] engagements
"Abbott India delivered healthy YoY revenue growth and strong underlying profitability in Q3 FY26 with adjusted EBITDA margin expanding [---] bps YoY. The reported sequential decline in revenue and profit was primarily due to a one-time regulatory cost of [-----] Crores. The company's operational efficiency is commendable despite leadership transitions. Positive Factors Revenue from operations grew 6.80% YoY to [-------] Crores. Adjusted EBITDA margin expanded [---] bps YoY to 28.92%. Adjusted EBITDA margin expanded [--] bps QoQ to 28.92%. Profit After Tax increased 4.21% YoY to [------] Crores. Risk"
X Link 2026-02-12T09:20Z 12.4K followers, [---] engagements
"3M India reported a net loss due to one-off charges but underlying operational performance was strong with 12.7% YoY revenue growth and [---] bps EBITDA margin expansion. Adjusted PBT grew 43.3% YoY indicating robust operational recovery and cost management excellence. The APA settlement resolves long-pending tax litigation providing future certainty. Positive Factors Revenue from operations grew 12.7% YoY to [---------] lakhs. EBITDA grew 40.5% YoY to [--------] lakhs. EBITDA margin expanded [---] bps YoY to 19.56%. Cost of materials consumed as a percentage of revenue improved to 35.9% from 45.0%"
X Link 2026-02-12T09:40Z 12.4K followers, [---] engagements
"Mold-Tek Technologies reported exceptional Q3 FY26 results breaking revenue stagnation with 56.75% YoY revenue growth and 617.54% YoY PAT growth. This performance was driven by the successful Beryl acquisition and a strong recovery in the Civil division demonstrating superior execution and significant margin expansion. Positive Factors Consolidated Revenue from operations grew 56.75% YoY to [------] Crores. Consolidated Profit for the period grew 617.54% YoY to [------] Crores. Consolidated Basic EPS grew 610.53% YoY to [----]. Consolidated EBITDA increased 171.97% YoY to [------] Crores."
X Link 2026-02-12T10:24Z 12.4K followers, [---] engagements
"NATCO Pharma reported Q3 FY26 YoY performance with 36.33% revenue growth and a [----] bps EBITDA margin expansion to 24.5%. The company is set to exceed its H2 FY26 PAT guidance driven by initial profit contribution from Adcock Ingram and narrowing of losses in the Agro Chemicals segment. These factors highlight superior execution and underlying business momentum. Positive Factors Revenue from operations grew 36.33% YoY to [----] million. EBITDA margin expanded [----] bps YoY to 24.5%. Q3 PAT of [----] million alone achieved over 50% of the lower end of H2 FY26 PAT guidance (2700-3000 million)."
X Link 2026-02-12T10:45Z 12.4K followers, [---] engagements
"🧵Imagine a company that started with just [--] machines in a small town and is now the hidden engine behind the worlds biggest obesity drugs. 💉 Meet Shaily Engineering the "pick and shovel" play of the decade that every investor should have on their radar. 👇 (1/10) https://twitter.com/i/web/status/2021904694164205675 https://twitter.com/i/web/status/2021904694164205675"
X Link 2026-02-12T11:10Z 12.4K followers, [----] engagements
"The world is obsessed with obesity and diabetes drugs like Ozempic and Wegovy. These drugs need high-tech injectors. Shailys healthcare segment just surged from 19% to 38% of their revenue in one year. They are literally manufacturing the future of weight loss. (4/10)"
X Link 2026-02-12T11:10Z 12.4K followers, [---] engagements
"Its not just pens Shaily is a silent giant in your living room too. They are the 5th largest global supplier for IKEA and produce high-precision packaging for P&G (Gillette). Theyve kept these global partnerships alive for over [--] years. Thats world-class reliability. (5/10) https://twitter.com/i/web/status/2021904707568988408 https://twitter.com/i/web/status/2021904707568988408"
X Link 2026-02-12T11:10Z 12.4K followers, [---] engagements
"Shaily just reported a record-breaking quarter with net profits jumping a staggering 103%. Revenue is up 34% YoY. Institutional heavyweights like UBS have recently initiated a "Buy" rating signaling that the big money is starting to move in. (6/10) https://twitter.com/i/web/status/2021904711113421128 https://twitter.com/i/web/status/2021904711113421128"
X Link 2026-02-12T11:10Z 12.4K followers, [---] engagements
"Fine Organic Industries reported a sequential decline in revenue and a sharp compression in EBITDA and Net Profit for Q3 FY26. Profitability was significantly impacted by an unfavorable change in inventories and a one-time employee cost provision despite some YoY revenue growth and controlled other expenses. The company remains debt-free but the quarter's performance indicates operational headwinds. Positive Factors Revenue from operations grew 7.35% YoY to [------] Crores. Cost of Materials Consumed as a percentage of revenue improved to 59.45% in Q3 FY26 from 67.34% in Q3 FY25. Other Expenses"
X Link 2026-02-12T13:27Z 12.4K followers, [---] engagements
"IHCL delivered strong Q3 FY26 results with 12.20% YoY revenue growth and 55.11% YoY PAT growth significantly boosted by an exceptional gain from the Taj GVK divestment. The company demonstrated superior execution of its 'Accelerate 2030' strategy expanding its portfolio and entering new high-potential segments positioning it for long-term growth and competitive advantage. Positive Factors Consolidated Revenue from Operations grew 12.20% YoY to [------] lakhs. Consolidated PAT attributable to owners grew 55.11% YoY to [-----] lakhs. Consolidated Basic and Diluted EPS grew 55.26% YoY to 6.35."
X Link 2026-02-12T13:30Z 12.4K followers, [---] engagements
"Shaily Engineering Plastics reported strong 26.79% YoY revenue growth and 48.35% YoY PAT growth with a [---] basis points YoY EBITDA margin expansion. However consolidated profitability declined sequentially due to rising employee and other expenses partly linked to the operationalization of an overseas subsidiary. The standalone business remains robust indicating core operations are performing well. Positive Factors Consolidated revenue grew 26.79% YoY to [--------] lakhs. Consolidated PAT grew 48.35% YoY to [-------] lakhs. Consolidated EBITDA margin expanded [---] basis points YoY to 26.51%. Cost"
X Link 2026-02-12T16:24Z 12.4K followers, [---] engagements
"EFC (I) Ltd. Q3FY25 Concall Highlights"
X Link 2025-01-24T07:30Z 12.4K followers, [----] engagements
"Emmvee Photovoltaic Power Riding on Tech Too Cheap to Ignore - Buy India's solar installations are set to grow at a 24% Cagr over FY25-28E.Emmvee's early entry in TOPCon superior DCR-driven profitability and adequately-funded balance sheet are a competitive edge. Industry profitability should normalize FY28E onward but we expect high-teens steady state RoCE. We project 56% Ebitda Cagr over FY25-28E and price Emmvee at 9x fwd EV/Ebitda. Stock trades at 50% discount to peers. Initiate at Buy with PT Rs [---]. Emmvee early entrant in TOPCon tech in India Normalized margins likely to align to"
X Link 2026-01-07T06:34Z 12.4K followers, [----] engagements
"BOFA On Pidilite Industries Consistent strategy execution positive; Up to Buy post the stock underperformance Raising estimates and rolling forward PO to Rs1630 Factoring in 3QFY26 results and recent business trends we raise our earnings estimates by 3-5%.Roll forward PO by 6-monthsto Rs1630 (vs. Rs1480previously)based on 56xFY28E consolidated EPS (vs. 56x Sept-27E).Our target multiple is maintained close to the stock's average valuation over the last [--] years and remains at a discount tothelast5-year average multiple. We estimate 10% revenue/12% EPS CAGR over FY25-28Ewhich is quite healthy"
X Link 2026-02-06T01:11Z 12.4K followers, [---] engagements
"Bernstein Deep Tech: Semiconductors global perspectives on India's entry The intricate web of global semiconductors supply chain INDIAS LATE MOVER WOES https://twitter.com/i/web/status/2021393434624524726 https://twitter.com/i/web/status/2021393434624524726"
X Link 2026-02-11T01:18Z 12.4K followers, 15.3K engagements
"IT sector in full bloodbath mode 🔴 US weakness + FII selling crushing Nifty IT today #NiftyIT #StockMarketIndia #Infosys #DalalStreet"
X Link 2026-02-13T03:49Z 12.5K followers, [----] engagements
"Investec India: IT Services Fears driven by a theoretical end state The recent fall in IT services and SaaS stocks appear to be driven by a narrative that marks down terminal growth rate assumptions. In our view the market is focussing on a theoretical end state without assuming what it takes to get there. We argue IT services firms should benefit from legacy code modernization migration of legacy SaaS applications building AI foundation layers for enterprises and physical AI among other opportunities. AI should drive higher business velocity over time and the increasing hype in our view puts"
X Link 2026-02-13T07:32Z 12.5K followers, [----] engagements
"Lupin's Q3 FY26 results showed 24.27% YoY revenue growth and [---] bps EBITDA margin expansion to 30.8% driven by international markets and complex generics. Core PBT surged 81.9% YoY. However reported profit was impacted by [------] million in net exceptional litigation charges and the 'Others' segment continued to incur losses. Positive Factors Consolidated revenue from operations grew 24.27% YoY to [-------] million. Profit Before Tax and Exceptional Items (PBT before EI) surged 81.9% YoY to [-------] million. EBITDA increased 61.8% YoY to [-------] million. EBITDA margin expanded to 30.8% in Q3"
X Link 2026-02-13T08:29Z 12.5K followers, [---] engagements
"UBS Pricing trends: India quick commerce https://twitter.com/i/web/status/2022264496220504305 https://twitter.com/i/web/status/2022264496220504305"
X Link 2026-02-13T11:00Z 12.5K followers, [---] engagements
"HArtnett The Great Rotations: big political geopolitical financial events of past [--] years always ignited big asset market leadership changes 1971: end of Bretton Woods era of stagflation oil shocks end of Nifty Fifty bull market new secular leader was gold & real assets (up 417% from [--] to 80) laggard bonds & financial assets (paltry 67% ); [----] secular leader = real assets Real vs financial assets price relative * 1980: Reagan/Thatcher/Volcker shocks peak inflation (14.8% in Mar80) peak government secular leader was bonds (10-year Treasury yield fell 16% to 6% by [----] ); [----] secular"
X Link 2026-02-13T15:10Z 12.5K followers, [----] engagements
"Endurance Technologies reported strong consolidated revenue growth of 26.20% YoY driven by the Stferle acquisition and underlying business. However profitability was impacted by rising material costs and strategic investments leading to a [--] bps YoY contraction in consolidated EBITDA margins. The company's long-term strategic initiatives are progressing as planned indicating potential for future performance despite current margin pressures and an exceptional charge. Positive Factors Consolidated Revenue from operations grew 26.20% YoY to [-------] crore. Standalone Revenue from operations grew"
X Link 2026-02-14T09:24Z 12.5K followers, [---] engagements
"Bernstein Banking system liquidity RBIs measures over the last few months have ensured that banking system liquidity continues to remain in surplus mode with total surplus crossing INR [--] Tn recently https://twitter.com/i/web/status/2022902992849318048 https://twitter.com/i/web/status/2022902992849318048"
X Link 2026-02-15T05:17Z 12.5K followers, [---] engagements
"HSBC Global Chemicals The bear case from here Shutdowns without a market rebalance will only result in a flatter cost curve lower prices and lower earnings The market cant rebalance without large Chinese cuts. We dont see why China would cut to increase import reliance Retrofits likely to lead to more capacity not less; we see the bull case on chems as overstated [----] will be a lot like [----] The bear case from here. The supply demand story of the last [--] years explained in one table https://twitter.com/i/web/status/2021751111359828066 https://twitter.com/i/web/status/2021751111359828066"
X Link 2026-02-12T01:00Z 12.5K followers, [----] engagements
"Global fashion giants like IKEA and Adidas now mandate "Green Chemistry." FCL has spent a decade securing ZDHC Bluesign and GOTS certifications. This isn't just PR it's a massive barrier to entry that smaller non-compliant competitors can't cross. (6/10) https://twitter.com/i/web/status/2022165427623969200 https://twitter.com/i/web/status/2022165427623969200"
X Link 2026-02-13T04:26Z 12.5K followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing